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Scope of Appointment (SOA) forms are valid for 12 months. Aside from having a valid SOA for your current appointment, we encourage you to have your clients sign another one at the end of their appointment. Thatll alleviate the need to wait 48 hours in the future as SOAs are valid for a full 12 months.
What is the CMS final rule for scope of appointment?
Per the CMS Final Rule 2024 (opens in a new window), all Scope of Appointment forms must be gathered at least 48 hours before the appointment and this time limit should be taken literally. In 2025, this ruling will be reinforced and maintained going forward to ensure transparency during Medicare meetings.
What is the 48 hour rule for SOA?
The SOA must be signed 48 hours before a scheduled appointment or phone call with the beneficiary. The rule is the same weather you are meeting with a client who has been part of your book of business for years or a potential new client. Anytime you meet to discuss plan benefits, you need a scope of appointment.
How long is a scope of appointment valid?
A Scope of Appointment (SOA) is valid for 12 months from the date its signed. During your appointment, its essential to stick to the products listed in the agreed-upon scope. If you want to discuss any additional products, the beneficiary must sign a new SOA.
How long is a scope of appointment good for during aep?
However, there are exceptions to this rule, including walk-ins or appointments made near the end of the Annual Enrollment Period (AEP) or Open Enrollment Period (OEP). In these cases, the waiting period may not apply. An SOA form, once signed, remains valid for twelve months.
uhc soa form
Electronic scope of appointment templateElectronic scope of appointment pdfCMS Scope of Appointment PDFCMS Scope of Appointment guidelinesMedicare Scope of Appointment formCMS Scope of Appointment guidelines 2025Medicare Scope of appointment rulesTelephonic Scope of Appointment script
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What is the purpose of the Scope of Appointment form? The Scope of Appointment form is used to document an in-person appointment with a beneficiary to ensure that no other types of products are discussed outside of what the beneficiary originally requested.
uhc soa
42 CFR 422.2274 - Agent, broker, and other third-party
Electronic Code of Federal Regulations (e-CFR) Title 42 (3) Secure and document a Scope of Appointment prior to meeting with potential enrollees.
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