Forms

Medicare Wellness Visit Patient Questionnaire
Please complete this questionnaire before your visit and bring it with you along with all of your current medications.
Advance Care Planning
Information about your advance directives

*If yes, please bring a copy for your chart!

Provider List

If this is not your first Medicare Wellness visit, please list new providers since your last visit.

Please include doctors and other suppliers of care like personal care assistant, home health aide, adult day care, home delivered meals, etc.

Mental Health Assessment
How have you been feeling in the past two weeks?
QuestionNot at AllSeveral DaysMore than half the daysNearly every day
Have you been bothered by little pleasure in doing things?
Have you been bothered by feeling down depressed or hopeless?
Trouble falling or staying asleep, or sleeping too much?
Do you feel tired or have too little energy?
Poor appetite or overeating?
Feeling bad about yourself or that you are a failure or have let yourself or your family down?
Trouble concentrating on things, such as reading the newspaper or watching television?
Moving or speaking so slowly that other people could have noticed. Or being so fidgety or restless that you have been moving around a lot more than usual?
Thoughts that you would be better off dead, or of hurting yourself?
Stress & Social Assessment
Questions about stress and social connections
QuestionHardly EverSometimesOften
How often is stress a problem for you in handling your health, finances, family or social relationships?
In the past 7 days, how often have you felt angry?
How often do you feel you lack companionship?
How often do you feel left out?
How often do you feel isolated from others?
Memory & Dental Concerns
Questions about memory and dental health
QuestionNoYes
Do you have concerns about your memory?
Have family or friends been concerned about your memory?
Do you have concerns about sex?
Do you have problems with your teeth or gums?
Do you have dentures?
Do you see a dentist?
Does anyone have concerns about your hearing?
Vitamins & Diet
Information about your vitamin intake and diet

Diet

Daily Activities
Your ability to perform daily activities
ActivityAble toNot able toFind it difficult to
Dress yourself
Feed yourself
Toilet yourself
Groom yourself
Bathe yourself
Handle your finances
Obtain and take your medicines
Get in and out of a car
Walk 1-4 blocks
Walk 5-9 blocks
Walk 10 or more blocks
Go down steps
Go up steps
Kneel
Put on socks and shoes
Shop for yourself
Prepare your own food
Do your housekeeping
Do your laundry
Use a telephone
Home Safety
Questions about safety in your home
QuestionNoYes
Do you have smoke detectors in your home?
Do you have firearms in your home?
Do you use a seat belt when in a vehicle?
Falls & Physical Activity
Information about falls and your physical activity level
QuestionNoYes
Did you fall in the last year?
If so, did the fall(s) result in injury?
Do you use a cane or walker?
Do you have trouble with balance?

Physical Activity

How would you describe your physical activity level?

You are not physically active and spend most of your time sitting or resting.

You do light physical activity (able to have a normal conversation while moving).

You do some moderate physical activity (breathing harder, more difficult to talk while moving) per week.

You do 150 or more minutes per week of moderate physical activity, or 75 or more minutes per week of vigorous physical activity (somewhat breathless, very difficult to talk while moving).

Substance Use
Questions about alcohol, tobacco, and other substances

Alcohol

Tobacco and Vaping

QuestionNoYesIf yes, what kind?If yes, number per day?Former User- age when quit
Do you use tobacco?
Do you vape or use electronic cigarettes?

Other Medications

QuestionNoYes
Do you take opioids (narcotics)?
Do you take drugs you obtained elsewhere?
Medical History Update
Updates to your medical history since your last visit
NoYesDetails if yes
Illnesses since last visit
Injuries since last visit
Hospital stays since last visit
Specialists since last visit
Operations since last visit
Family History Update
Updates to your family's health history
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