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Brief ReportBrief Report

Standardized Patient Assessments at the Medicare Annual Wellness Visit: Results from the AAFP National Research Network

Natalia Y. Loskutova, Elisabeth F. Callen and John M. Westfall
The Journal of the American Board of Family Medicine May 2022, 35 (3) 605-609; DOI: https://doi.org/10.3122/jabfm.2022.03.210345
Natalia Y. Loskutova
From American Academy of Family Physicians National Research Network, Leawood, KS (NYL, EFC, JMW); Frontiers: University of Kansas Clinical and Translational Science Institute, Fairway, KS (NYL).
MD, PhD
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Elisabeth F. Callen
From American Academy of Family Physicians National Research Network, Leawood, KS (NYL, EFC, JMW); Frontiers: University of Kansas Clinical and Translational Science Institute, Fairway, KS (NYL).
PhD
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John M. Westfall
From American Academy of Family Physicians National Research Network, Leawood, KS (NYL, EFC, JMW); Frontiers: University of Kansas Clinical and Translational Science Institute, Fairway, KS (NYL).
MD
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Article Figures & Data

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    Table 1.

    Characteristics of AWV Survey Physician Respondents (n = 159)

    Characteristicn (%)
    Decade of Birth
        1940s9 (5.7)
        1950s35 (22.0)
        1960s30 (18.9)
        1970s28 (17.6)
        1980s9 (5.7)
        Missing48 (30.2)
    Gender
        Male73 (45.9)
        Female45 (28.3)
        Missing41 (25.8)
    Race
        Asian3 (1.9)
        African-American1 (0.6)
        White12 (7.5)
        Decline to Answer1 (0.6)
        Missing142 (89.3)
    Ethnicity
        Hispanic/Latinx1 (0.6)
        Not Hispanic/Latinx15 (9.4)
        Decline to answer1 (0.6)
        Missing142 (89.3)
    Specialty
        Family Medicine54 (34.0)
        General Internal Medicine3 (1.9)
        Missing102 (64.2)
    • Abbreviations: AWV, Annual wellness visit.

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    Table 2.

    Survey Results (n = 159)

    Currently UseWould Like To Start Using if AvailableDon't Care/Don't NeedNo Response
    1Administer a Health Risk Assessment that includes, at a minimum: demographic data, self-assessment of health status, psychosocial and behavioral risks, and activities of daily living (ADLs), instrumental ADLs including but not limited to shopping, housekeeping, managing own medications, and handling finances.
    Health Risk Assessment122 (78.2)21 (13.5)13 (8.3)3
    Quality of Life Questionnaire51 (33.6)75 (49.3)26 (17.1)7
    Physical Activity Level100 (65.4)39 (25.5)14 (9.6)6
    Nutrition/Diet Assessment89 (57.1)54 (34.6)13 (8.3)3
    Alcohol Screening136 (87.2)15 (9.6)5 (3.2)3
    Tobacco Screening149 (95.5)4 (2.6)3 (1.9)3
    Drug Use118 (76.6)24 (15.6)12 (7.8)5
    Suicide Risk66 (42.9)58 (37.7)30 (19.5)5
    Trauma19 (12.8)85 (57.1)45 (30.2)10
    2Establish the patient's medical and family history.
    Personal Medical History149 (96.1)1 (0.7)5 (3.2)4
    Family Medical History145 (94.2)0 (0.0)9 (5.8)5
    3Establish a list of current physicians and providers that are regularly involved in the medical care of the patient.
    List of current providers106 (68.4)32 (20.7)17 (11.0)4
    List of pharmacies106 (68.4)26 (16.8)23 (14.8)4
    List of medical suppliers31 (20.4)60 (39.5)61 (40.1)7
    4Obtain blood pressure, height, weight, body mass index or waist circumference, and other measurements, as deemed appropriate.
    Vitals/Patient Measurements149 (96.1)0 (0.0)6 (3.9)4
    5Assess patient's cognitive function.
    Cognitive Measures (validated memory screening tool)105 (68.6)33 (21.6)15 (9.8)6
    Cognitive Measures (direct observations or family concerns)101 (66.0)37 (24.2)15 (9.8)6
    6Review risk factors for depression, including current or past experiences with depression or mood disorders.
    Depression (PHQ-2)116 (76.8)11 (7.3)24 (15.9)8
    Depression (PHQ-9)114 (77.0)11 (7.4)23 (15.5)11
    Anxiety Disorders62 (40.3)61 (39.6)31 (20.1)5
    7Review patient's functional ability and safety based on direct observation, or the use of appropriate screening questions. to assess, at a minimum, the following topics: Ability to successfully perform ADLs ● Fall risk ● Hearing impairment ● Home safety
    Activities of Daily Living Questionnaire83 (54.6)48 (31.6)21 (13.8)7
    Functional Ability: Questionnaire94 (61.0)46 (29.9)14 (9.1)5
    Functional Ability: Physical Test (e.g., TUG)48 (31.4)76 (49.7)29 (19.0)6
    Mobility Assessment99 (64.3)41 (26.6)14 (9.1)5
    Fall Risk121 (78.6)23 (14.9)10 (6.5)5
    Hearing Impairment92 (60.5)43 (28.3)17 (11.2)7
    Home Safety Assessment78 (51.3)58 (38.2)16 (10.5)7
    Safety - Self Reported Questionnaire98 (63.6)40 (26.0)16 (10.4)5
    Driving Safety Assessment25 (16.2)109 (70.8)20 (13.0)5
    8Establish a written screening schedule for the individual, such as a checklist for the next 5 to 10 years based on appropriate recommendations.
    Immunizations Checklist129 (83.8)19 (12.3)6 (3.9)5
    AHRQ Preventive Services Calculator28 (18.9)74 (50.0)46 (31.1)11
    9Establish a list of risk factors and conditions for primary, secondary, or tertiary intervention N/A
    10Provide personalized health advice to the patient, as appropriate, including referrals to health education or preventive counseling services and programs. N/A
    11At the patient's discretion, furnish advance care planning services
    End of life checklist79 (52.3)61 (40.4)11 (7.3)8
    • Abbreviations: PHQ, Patient health questionnaire; TUG, Timed up and go; AHRQ, Agency for healthcare research and quality.

  • Currently UseWould Like to Start Using if AvailableDon't Care/Don't Need
    Vitals/Patient Measurements
    Health Risk Assessment
    Alcohol Screening
    Tobacco Screening
    Immunizations Checklist
    List of Current Providers
    List of Pharmacies
    List of Medical Suppliers
    Personal Medical History
    Family Medical History
    Depression (PHQ-2)
    Depression (PHQ-9)
    Functional Ability - Questionnaire
    Functional Ability - Physical Test (e.g., TUG)
    Safety - Self Reported Questionnaire
    Cognitive Measures (validated memory screening tool)
    Cognitive Measures (direct observations or family concerns)
    AHRQ Preventive Services Calculator
    Activities of Daily Living Questionnaire
    Quality of Life Questionnaire
    Fall Risk
    Hearing Impairment
    Mobility Assessment
    Physical Activity Level
    Nutrition/Diet Assessment
    Home Safety Assessment
    Driving Safety Assessment
    Drug Use
    Suicide Risk
    Anxiety Disorders
    Trauma
    End-of-Life Checklist
    Other (please specify):
    Other (please specify):
    Other (please specify):
    • Abbreviations: PHQ, Patient health questionnaire; TUG, Timed up and go; AHRQ, Agency for healthcare research and quality.

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The Journal of the American Board of Family Medicine: 35 (3)
The Journal of the American Board of Family Medicine
Vol. 35, Issue 3
May/June 2022
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Standardized Patient Assessments at the Medicare Annual Wellness Visit: Results from the AAFP National Research Network
Natalia Y. Loskutova, Elisabeth F. Callen, John M. Westfall
The Journal of the American Board of Family Medicine May 2022, 35 (3) 605-609; DOI: 10.3122/jabfm.2022.03.210345

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Standardized Patient Assessments at the Medicare Annual Wellness Visit: Results from the AAFP National Research Network
Natalia Y. Loskutova, Elisabeth F. Callen, John M. Westfall
The Journal of the American Board of Family Medicine May 2022, 35 (3) 605-609; DOI: 10.3122/jabfm.2022.03.210345
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