Scope of Appointment - Meeting Authorization - Blue Shield
Scope of Appointment – Meeting Authorization – Blue Shield

Telephone & Face to Face Meetings
require a Scope of Appointment

When conducting marketing activities, in-person or telephonically, a Plan/Part D Sponsor may not market any health care related product during a marketing appointment beyond the scope that the beneficiary agreed to before the meeting CMS 2018 Marketing Rules – 70.4.3

The Plan/Part D Sponsor must document the scope of  the appointment prior to the appointment

SOA documentation is subject to the following requirements:

The documentation may be in writing, in the form of a signed agreement by the beneficiary, or a recorded oral agreement.  Any technology (e.g., conference calls, fax machines, designated recording line, pre-paid envelopes, and email) can be used to document the scope of appointment.

422.2268(g) Marketing Standards   (g) Market any health care related product during a marketing appointment beyond the scope agreed upon by the beneficiary, and documented by the plan, prior to the appointment (48 hours in advance, when practicable).  and (h),

Excerpt from unnamed, well known Medicare Advantage Company’s Confidential Agent Guide – Manual:

Scope of Appointment (SOA) Form

Before a sales meeting, one must obtain a completed and signed Scope of Appointment form from each Medicare-eligible consumer present at a telephonic or in-person one-on-one plan presentation of a Medicare Advantage and/or Prescription Drug Plan product

Scope of Appointment Forms

Blue Shield Scope of Appointment  SOA  2019 Rev.

AARP – UHC

Blue Cross 

Interpretation?

Humana’s guidance & interpretation  10.2015

Excerpt of Humana's Rules
Excerpt of Humana’s Rules – Client – Prospect must be able to review documents during the meeting

 

FAQs / Ask Us a Question

 

Let’s meet for lunch, video conference  and talk about it.  My guess is, only other agents are googling for this page.  How about we meet and exchange ideas?   Email me, [email protected] or set a meeting time.  

Well this get’s confusing…  Guidance on Plain Meaning Rule and how to read and interpret law, rules & statutes

Secret Shopper’s Check List

423.2262, Review and distribution of marketing materials

423.2268 (g) and (h)  Standards for Part D marketing

42 CFR 422.2262, Marketing Materials

2016 Research

70.9.3 Scope of Appointment 2016 – Medicare Marketing Rules

When conducting marketing activities, a Plan/Part D Sponsor may not market any health care related product during a marketing appointment
The term used in the actual guidelines is Marketing Appointment – NOT Face to Face!  This is one reason why I hate the crappy slide presentations in AHIP and most training seminars.  They don’t show you the actual code or reference material.
beyond the scope that the beneficiary agreed before the meeting with that individual.

42 CFR 422.2262 Review & Distribution of Marketing Materials

422.2268(g) and (h) can’t market what’s not listed in the scope of appointment

423.2262 Part D Rx Review of marketing materials

423.2268 (g) and (h) Part D can’t market what’s not in scope of appointment

Medicare Training

Wikipedia – Meeting

telephone

anchors prior to meeting

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