Annual Wellness Visit (AWV) Chart Preparation
· Prepare comprehensive AWV charts to support provider efficiency and CMS compliance.
· Review and summarize with patients in face-to-face virtual visits via Zoom:
· Medical, surgical, and family histories
· Medication lists and document adherence
· Preventive screenings and immunizations
· Cognitive, functional, and depression assessments
· Identify overdue screenings, risk factors, and care gaps prior to visits.
· Communicate concise patient summaries and key findings to providers before each AWV.
· Coordinate with patients to obtain missing or clarified information as needed.
· Ensure documentation meets Medicare, CMS, and organizational requirements.
Documentation, Quality & Compliance
· Maintain accurate, timely, and confidential patient records.
· Utilize electronic health record systems (CT360, RXNT, Zoom) and telehealth platforms effectively.
· Measure and support outcomes related to clinical quality, patient engagement, and satisfaction.
· Adhere to HIPAA, CMS, and organizational compliance standards.
· Participate in professional development and ongoing training.
· Demonstrate strong, independent decision-making, prioritization, and multitasking skills.
· Perform other duties as assigned.