Welcome to the Viewing and Submitting Visit Checklists training video!

The visit checklist is a tool that providers can use to initiate important conversations with members about their health care. Appropriate handling of historical health conditions and care gaps leads to improved quality scores.

More importantly, it can result in increased provider and member satisfaction, as information sharing increases and appointments are more productive.

The visit checklist tool is directly related to our Partnership for Quality program that recognizes providers who collaborate to deliver and appropriately document quality care for our members.

To access the visit checklist for a particular member, navigate to the My Patients page.

Once the member is located, the user should access the Select Action menu. To generate a printable version of the visit checklist, select View Visit Checklist.

The information that displays in the View Visit Checklist can be downloaded, saved and printed in advance of the member’s appointment.

The visit checklist lists the member’s:

• Contact information

• Assigned PCP

• Open care gaps for the last 90 days

• Inpatient visits for the last 90 days

• Prescription history for the last 90 days

• Whether the member is enrolled in case management, disease management, or medication therapy management, and

• Health Conditions History, also known as Hierarchical Condition codes or HCCs

The provider can print and sign the visit checklist to be placed in the patient’s files and submit to WellCare using the Submit Visit Checklist feature.

Submitting a Visit Checklist

Submitting a visit checklist is an easy way for users to keep members’ health history and records up-to-date with WellCare. It’s also a way to submit documentation of treated health conditions and care gaps for credit as part of our Partnership for Quality initiative.

To submit a visit checklist, users who are already on the View Visit Checklist screen can select the Submit Visit Checklist button. Or users can navigate to My Patients, search for the member ID and select Submit Visit Checklist from the Select Action dropdown.

On the Submit Visit Checklist form, the member’s contact information appears and their PCP information is prepopulated, if available. Otherwise, users can look up a provider using the Choose a Provider tool.

From within the Submit Visit Checklist page, users can access a list of open care gaps for the selected member. This will take them to the Care Gap Services page, where they can select and submit care gaps for closure. More about this feature is covered in the Viewing and Submitting Care Gaps training module.

Next, information about whether the member is enrolled in case management, disease management, or medication therapy management is listed for informational purposes.

Lastly, the member’s health conditions history information is displayed. It is here where users can select which conditions have been documented and treated, or if there is no evidence of the condition, and upload supporting documentation, including the completed View Visit Checklist document they may have completed, scanned and saved after the member’s office visit.

Submissions go directly to WellCare’s risk adjustment team, which will review submissions and follow up with providers directly if additional information is needed.