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You are meeting with Mrs. Hall in her home

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You are meeting…

You are meeting with Mrs. Hall in her home. On her scope of appointment 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 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.

Third parties may NOT make unsolicited calls, visits, or emails to Medicare beneficiaries in order to set up such appointments, or for any other reason related to the marketing of MA or Part D plans.