Year-End Checklist for Medicare
Dec 10 2025 19:00
As the end of the year draws near, it's an excellent time for Medicare beneficiaries to ensure that everything is in order. Here's a comprehensive checklist to guide you through the process:
1. Schedule Annual Wellness Visits
If you haven’t done so already, make sure to schedule your annual wellness visit. These appointments are crucial for maintaining your health and catching any potential issues early.
2. Refill Prescriptions
Check your prescriptions and ensure you have enough to last through the holiday season. This way, you'll avoid any last-minute rushes or shortages.
3. Review Medical Bills
Go through your medical bills and explanation of benefits to ensure everything is accurate. Resolve any discrepancies with your provider or insurance company as soon as possible.
4. Organize Healthcare Documents
Keep your Medicare card, list of medications, and insurance details organized and accessible. Having these documents ready can save you time in emergencies.
5. Prepare for Tax Season
Gather any medical expense receipts and documents needed for tax purposes. This includes statements from Medicare, showing what has been paid on your behalf.
6. Evaluate Health Changes
Consider any changes in your health needs over the past year. Keeping a record will be helpful for discussions with your healthcare provider.
By following this checklist, you can ensure a well-organized transition into the new year. If you need assistance with any of these tasks, feel free to reach out to Compare Medicare. We’re here to help you every step of the way.

