Telehealth Preventive Care Annual Visit Form

Streamline Your Annual Preventive Care with Telehealth

Annual preventive care visits are essential for maintaining long-term health, catching potential issues early, and establishing wellness goals. This Telehealth Preventive Care Annual Visit Form empowers healthcare providers, primary care practices, and wellness clinics to deliver comprehensive virtual preventive care appointments while capturing all the critical information needed for effective patient care.

Whether you're a family medicine practice, internal medicine clinic, or telehealth provider, this form template helps you document vaccination status, identify needed cancer screenings, track health maintenance activities, and set meaningful lifestyle counseling goals—all before or during the virtual visit.

Designed for Virtual Preventive Care Workflows

This form covers everything you need for a thorough annual wellness visit delivered via telehealth:

• Patient demographics and contact information for accurate record-keeping
• Current health status assessment including existing conditions and medications
• Vaccination status update to identify overdue immunizations
• Cancer screening recommendations based on age, gender, and risk factors
• Health maintenance checklist covering preventive tests and screenings
• Lifestyle assessment including diet, exercise, sleep, and substance use
• Mental health screening for anxiety, depression, and stress levels
• Personalized wellness goals established collaboratively with patients

By collecting this information digitally before the appointment, providers can focus consultation time on counseling, goal-setting, and addressing patient concerns rather than data entry.

Why Paperform for Telehealth Preventive Care?

Paperform's conditional logic ensures patients only see relevant screening questions based on their age, gender, and health history—creating a personalized experience that doesn't overwhelm with unnecessary questions. The clean, professional design puts patients at ease, while the mobile-friendly interface works perfectly for patients completing forms on any device before their virtual visit.

Healthcare providers appreciate how submissions integrate directly with practice management systems, EHRs, and workflow tools through Paperform's extensive integrations. Use Stepper (stepper.io) to automatically route completed forms to the right clinical team member, trigger follow-up appointment scheduling for recommended screenings, and create task lists for care coordination.

For practices managing telehealth at scale, Paperform's SOC 2 Type II compliance and robust security features provide the peace of mind needed when handling protected health information, though providers should ensure their overall telehealth workflow meets all applicable HIPAA requirements.

Transform your preventive care delivery with a form that makes virtual annual visits as thorough and effective as in-person appointments, helping you keep patients healthy and engaged in their wellness journey.