Schedule Annual Wellness Visits Now in Preparation for Next-Year Care Planning

Posted by PHN Communications | Nov 11, 2026 | Reminders

A warm clinic scene shows a senior Black man smiling as a female doctor takes notes. The friendly interaction suggests trust, care, and wellbeing in a healthcare setting.

Annual wellness visits offer valuable opportunities for patients to connect with you, ask questions and receive personalized guidance about their health journey.

Review your patient panel and start scheduling visits now for early in the year.

These visits are an important way to establish or update care plans and strengthen patient relationships. 

Steps to consider during visits
  • Review specialists or other providers the patient is seeing
  • Advise of when and how any test results will be delivered
  • Discuss medications, including prescription and over-the-counter medications, supplements and vitamins; and as appropriate, consider prescriptions for long-term supplies and encourage use of mail order
  • Ask about balance or walking problems and recommend treatment options
  • Discuss urinary incontinence issues and recommend treatment options
  • Review level of exercise and encourage starting, maintaining or increasing physical activity
  • Ask about any mental health concerns or changes since last visit

These visits do more than satisfy preventive care requirements. They create a foundation for proactive, coordinated care throughout the year and a more informed approach—for both your patients and you—to year-round health management.