You are meeting…
You are meeting with Mrs. Hall in her home. On her SOA form she asked to discuss MA plans. During the meeting, she asks to discuss a stand-alone Rx plan. She is leaving the next day to visit her family for a week in another state, so it is important to her to make a decision before she leaves. What must happen before that additional discussion can take place?
Since Mrs. Hall specifically asked that you discuss the stand-alone Part D plan, you may do so, as long as she signs a new scope of appointment form first, indicating that she wants to discuss the Part D plan.