What is an Annual Wellness Exam and What Does it Include?

April 16, 2026

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An annual wellness exam is a preventive visit focused on evaluating your overall health, identifying potential risks early, and creating a plan for the year ahead.



Unlike a visit for a specific illness, this appointment is designed to look at the full picture, including your medical history, lifestyle, risk factors, and changes over time.


Many patients are unsure what an annual wellness exam actually includes, or how it differs from a physical. Understanding the purpose of this visit can help you use the time more effectively and focus on prevention, not just treatment.

What Is an Annual Wellness Exam?

An annual wellness exam is a preventive visit centered on long-term health planning rather than diagnosing a single problem.


During this visit, your physician reviews your medical history, medications, and any changes since your last appointment. The goal is to identify patterns, assess risk, and make thoughtful decisions about screening and prevention.


It is also a time to discuss concerns that may not feel urgent but still matter, such as sleep, energy, stress, and overall well-being. These conversations often shape care more than any single lab result.

Why Annual Wellness Exams Matter for Long-Term Health

Many conditions develop gradually and may not cause noticeable symptoms early on. An annual wellness exam creates a consistent opportunity to identify subtle changes before they become more significant.


These visits also provide time to look at patterns over time. Small changes in blood pressure, weight, or lab values may not mean much in isolation, but become meaningful when viewed over the years. For example, a gradual upward trend in blood pressure over several visits may signal early hypertension, even if each individual reading appears only mildly elevated. This type of longitudinal care is one of the most effective ways to identify risk early and ensure that recommended preventive care stays on track, while also helping patients feel more informed and engaged in their health over time.


Just as important, these visits allow time for prevention-focused conversations. Reviewing family history, understanding risk factors, and planning next steps helps patients stay ahead of problems rather than reacting to them.


In a concierge care setting, this longitudinal view becomes even more valuable, as care is built around continuity and a deeper understanding of each patient over time.

What Happens During an Annual Wellness Visit

An annual wellness visit is a comprehensive review of your health, with time set aside to address both current concerns and long-term priorities.

Your physician will typically:


  • Review your medical history and medications
  • Discuss any new symptoms or changes since your last visit
  • Assess lifestyle factors such as sleep, nutrition, and stress
  • Check vital signs such as blood pressure and weight
  • Review recommended screenings or lab work based on your risk profile


Equally important is the conversation. These visits are designed to allow time for questions, discussion, and thoughtful decision-making, rather than focusing only on immediate concerns.

A healthcare professional in a white coat uses a stethoscope to examine a patient in an office setting.

Screenings Included in an Annual Wellness Exam

Screenings are tailored to each individual based on age, medical history, and personal risk factors.


Common screenings may include:

  • Blood pressure measurement
  • Cholesterol testing
  • Blood sugar evaluation

Your physician will also review whether you are up to date on age-appropriate screenings. For example:

  • Colorectal cancer screening typically begins at age 45 for average-risk adults
  • For average-risk women, breast cancer screening is recommended every other year from ages 40 to 74
  • Lung cancer screening with low-dose CT may be appropriate for adults ages 50 to 80 with a significant smoking history, typically defined as long-term smoking or a higher cumulative exposure

Rather than following a fixed checklist, these recommendations are individualized to ensure that testing is both appropriate and meaningful. Not all tests are beneficial for everyone, and your physician will recommend screenings based on your individual risk factors rather than ordering unnecessary testing.

Preventive Topics Your Doctor May Discuss

An annual wellness exam also creates space to discuss the factors that influence long-term health.



Common topics include:

  • Nutrition and dietary patterns
  • Physical activity
  • Sleep quality
  • Stress and mental health
  • Substance use

These discussions are tailored to your lifestyle and priorities, with the goal of identifying realistic, sustainable changes that support your health over time.

How an Annual Wellness Exam Differs from a Physical

Although often used interchangeably, an annual wellness exam and a physical exam are not the same.


A wellness visit focuses on prevention, risk assessment, and long-term planning. Much of the visit is discussion-based and centered on trends over time.


A physical exam is more hands-on and may involve examining different body systems or addressing specific symptoms.


There can be an overlap between the two. However, it is worth noting that in asymptomatic adults, a comprehensive physical exam alone has not been shown to improve outcomes beyond key measurements such as blood pressure and body mass index. The greatest value of the visit often comes from risk assessment, screening, and longitudinal care.

How to Prepare for Your Annual Wellness Exam

A small amount of preparation can make the visit more productive.

Before your appointment, it can be helpful to:


  • Note any new symptoms or changes in your health
  • Bring an updated list of medications and supplements
  • Consider updates to your personal or family medical history
  • Write down any questions you want to discuss


Even topics that seem minor, such as sleep or energy levels, can be important to address.

Schedule Your Annual Wellness Exam

Taking time each year to review your health can meaningfully impact how you feel and how you plan for the future.


At TruCare Concierge, care is designed around time, access, and continuity. Visits are unhurried, communication is direct, and decisions are made with a full understanding of your history over time.


If you are looking for a more thoughtful and personalized approach to primary care in Chicago, you can schedule a consultation to learn more about membership.

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