From Regulation to Implementation: The Annual Wellness Visit — The Applied Healthcare Learning Studio

From Regulation to Implementation

Designing a comprehensive preventive-care implementation guide for primary care teams

Designing a comprehensive preventive-care implementation guide for primary care teams

The Challenge
Primary care teams needed more than an explanation of Medicare's Annual Wellness Visit requirements. They needed practical guidance for integrating preventive care into real-world clinical workflows.

My Role
Content strategy • Healthcare research • Information architecture • Clinical content development • Performance support • Workflow design

The Solution
Developed a comprehensive implementation guide that translated complex regulatory, clinical, operational, and reimbursement requirements into actionable guidance for multidisciplinary primary care teams.

123 Pages

10 Chapters

Clinical workflows

Role-based guidance

Implementation tools

Coding & billing guidance

Telehealth adaptation

Patient engagement resources

Design Decisions

Designed for multiple entry points.

Users could read the resource sequentially or go directly to the area where their organization needed assistance. The guide explicitly describes both use cases.
Moved from concept to workflow.

The content progresses from understanding AWVs and team-based care to preparing clinics, visit workflows, assessment tools, implementation, telehealth, provider responsibilities, and reimbursement.
Built for multidisciplinary teams.

The guide addresses nurses, medical assistants, providers, practice managers, coders, IT/EHR staff, social workers, care navigators, pharmacists, and others…not just one learner population.
Connected knowledge to performance.

Practice examples, standardized workflows, competencies, escalation criteria, checklists, action planning, and other tools helped translate information into workplace behavior.