分享 電話報價 聯繫我們
Reviews

A Medicare beneficiary has walked into your office and requested that you sit down

520 Views

A Medicare beneficiary….

A Medicare beneficiary has walked into your office and requested that you sit down with her and discuss her options under the MA program. Before engaging in such a discussion, what should you do?

You must have her sign a scope of appointment form, indicating which products she wishes to discuss, and note on the form that she is a “walk in. ” You may then proceed with the discussion.