What Is Not Included in a Wellness Visit?

A wellness visit is a yearly appointment focused on preventative healthcare planning, often defined by codes like Medicare’s G0438 or G0439. The primary goal is to perform a health risk assessment, review medical history, and establish a personalized prevention plan for the coming year. This proactive approach aims to identify potential health risks and encourage appropriate screenings. This visit is distinct from a traditional, comprehensive physical examination, which is often billed under a different code or may not be covered by some insurance plans. Clarifying the specific exclusions from the wellness visit structure is necessary to avoid unexpected billing and misunderstanding of the services provided.

Acute Symptom Management and Treatment

The wellness visit is strictly for future planning and prevention, meaning it does not include the diagnosis or treatment of any current illness or injury. If a patient arrives with a new complaint, such as a sore throat, a sudden rash, or a headache, the time spent addressing these issues is not covered under the wellness visit code. This distinction applies even if the patient’s concern is related to a pre-existing condition, such as needing a complex adjustment to a diabetes medication regimen or managing a flare-up of a chronic joint issue.

Providers must bill for this separate, problem-focused care using standard Evaluation and Management (E/M) codes, typically ranging from 99202 to 99215, in addition to the wellness visit code. This process, sometimes referred to as “splitting the visit,” requires the provider to append a modifier to the E/M code, such as modifier -25, to indicate that a significant, separately identifiable service was performed on the same day. The documentation must clearly show that the management of the acute or chronic problem required extra work beyond the scope of the preventative planning session.

The wellness visit may prompt a discussion about chronic conditions, but it does not replace the regular follow-up appointments needed to manage them actively. While the provider may review current medications and discuss risk factors, the medical decision-making involved in treating an active condition is a separate service. This separation ensures the visit remains focused on the preventative roadmap.

Comprehensive Hands-On Physical Assessments

The wellness visit includes only basic measurements, such as height, weight, blood pressure, and a calculation of Body Mass Index (BMI). It is not a hands-on physical exam, which involves a detailed, head-to-toe check-up aimed at assessing the current state of body systems. The bulk of the wellness appointment is dedicated to discussion, screening questionnaires, and the creation of the personalized prevention plan.

Specific hands-on procedures typically associated with a traditional physical exam are not included in the wellness visit structure. These exclusions include detailed procedures used for physical diagnosis or detection, such as a full pelvic exam, a Pap smear, a prostate exam, or a comprehensive check of reflexes and joints. Similarly, a detailed skin lesion evaluation or a dedicated breast exam, while preventative, falls outside the scope of the standard wellness visit codes.

While the visit may include screening for cognitive impairment or depression, it does not involve the detailed physical assessments required to formally diagnose a condition. If a patient requires a full, hands-on physical, they must schedule and bill for a separate service, such as a traditional physical exam. This separate service is often not covered by Medicare and may be billed directly to the patient.

Diagnostic Lab Work and Imaging Studies

The wellness visit often results in the ordering of diagnostic tests, but the cost of the tests themselves is not inherently part of the visit’s covered service. The visit concludes with a list of recommended screenings and services, which are then billed separately to the patient’s insurance. This distinction is a frequent source of patient confusion regarding out-of-pocket costs.

Routine preventative screenings, such as a lipid panel, a blood glucose test, or a colonoscopy, may be covered 100% under separate preventative benefits, but this coverage is distinct from the wellness visit itself. However, if the healthcare provider orders advanced diagnostic testing, such as a chest X-ray or an MRI, based on a risk factor or symptom discussed during the visit, the patient may incur a co-pay or deductible. These diagnostic tests are ordered because they are medically necessary to investigate a suspected illness, which means they are not considered a routine part of the preventative wellness plan.

The billing structure separates the planning consultation from the execution of the medical tests. Patients should confirm the specific coverage for any ordered tests with their insurance provider, as the visit only covers the health risk assessment and planning session.