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Preventive visit template
For annual physicals and prevention-focused visits that emphasize age-appropriate screenings, vaccines, and lifestyle counseling—distinct from a Medicare AWV when your workflow needs a simpler preventive note.
Template content
Copy or download, then paste into Wavo under My Templates.
Preventive Visit Note Visit Purpose - Preventive exam / annual physical / screening-focused visit. - Patient questions and prevention priorities for today. Interval History - New diagnoses, hospitalizations, surgeries, and medication changes since last preventive visit. - Reproductive health, sexual health, and safety topics as age/context appropriate and discussed. History Updates - PMH, PSH, family history, social history (tobacco, alcohol, substances, occupation, relationships/support). - Allergies and current medications. Review of Systems - Age-appropriate ROS; note positives deferred to problem-focused follow-up if needed. Exam - Vital signs, BMI, and exam components performed for preventive visit. Screenings - Age- and sex-appropriate screenings: cancer (breast, cervical, colorectal, lung, prostate as indicated), metabolic (BP, lipids, diabetes), bone health, STI, depression, and others per guidelines and patient preference. - Document completed, ordered, declined, or deferred with reason. Immunizations - Vaccines reviewed and administered or recommended today; contraindications/refusals documented. Counseling - Nutrition, physical activity, sleep, tobacco/alcohol, sun safety, injury prevention, and other counseling provided. - Shared decisions for screening choices documented. Assessment - Preventive visit completed; chronic conditions briefly noted if relevant to prevention plan. - Acute issues addressed today (if any) or scheduled for follow-up. Plan - Orders placed, referrals, lifestyle goals, vaccine plan, and timing of next preventive visit. - Patient education materials or after-visit summary items as discussed.
When to use this template
What makes the structure useful, and which visits it fits best.
Why this template works
Structural advantages for real documentation
Best for
Visit types and clinicians who use this format
- Centers screening and immunization status instead of acute HPI.
- Makes counseling topics (diet, activity, tobacco, safety) easy to capture consistently.
- Supports shared decision-making language for contested or preference-sensitive tests.
- Simple enough for commercial preventive visits; expandable for clinic-specific checklists.
- 1Annual physicals and preventive exams
- 2Immunization and screening catch-up visits
- 3Lifestyle counseling-focused appointments
Example output shape
Illustrative excerpt of how a visit can land in this structure. Not a real patient record—review and edit every note before signing.
Visit Purpose 35-year-old for annual preventive visit; wants discussion of cholesterol and HPV vaccine catch-up. Interval / Social No new diagnoses. Exercises 2×/week. Former smoker (quit 2019). Drinks 3–4 drinks/week. Sexually active; interested in STI screening. Exam / Data BP 118/72, BMI 24.6. Exam unremarkable. Fasting lipids: LDL 142, HDL 52, TG 110. A1c 5.3%. Screenings & Immunizations Pap/HPV co-testing up to date (2024). STI panel ordered today. Influenza vaccine given. HPV series: dose 1 administered; schedule doses 2–3 reviewed. Counseling Mediterranean-pattern diet and resistance training discussed for LDL reduction; shared decision to trial lifestyle 3 months before considering statin given 10-year risk and patient preference. Plan Repeat lipids in 3 months. Complete STI labs. Return for HPV dose 2 per schedule. Next preventive visit in 12 months.
How Wavo automates this
What the product actually does with your template.
2. Record or dictate
Capture the encounter with ambient recording or dictation. Wavo structures the note using your template.
3. Review and sign
Edit with Smart Transform if needed, then export or copy into your EHR. You stay responsible for the final note.
Related templates
Put this template to work on your next visit
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