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A new rule going into effect October 1, 2023, requires that the Scope of Sales Appointment form must be completed at least 48 hours prior to any scheduled meeting whether its face-to-face, by phone or virtual (like Teams or Zoom).
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.
The electronic Scope of Appointment is a CMS requirement that protects seniors by ensuring agents only discuss products seniors have approved in advance to discuss.
Hear this out loud Pause48-hour Scope of Appointment Time Restriction There are exceptions for walk-ins and during the end of both the Annual Enrollment Period (AEP) and Open Enrollment Period (OEP). ing to CMS, SOAs are only valid for six months after a beneficiary has signed.
Hear this out loud PauseHow long are the eSOA links good for? eSOA links do not expire, they are one time use only. Once the link is accessed and the eSOA is completed, the link will no longer be accessible.

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A completed SOA is not open-ended permission for future contact. Its only valid for the duration of that transaction/appointment. You can discuss various plan options, offer educational and plan materials, and provide and collect enrollment forms.
Hear this out loud PauseIn some cases, an electronic scope of appointment may be valid for a shorter period than 14 days, such as 24 hours or 48 hours. This ensures that the beneficiarys preferences are up to date and allows for more flexibility in scheduling appointments.
Hear this out loud Pause48-hour cooling-off period for SOA and meetings Under the new 2024 rules, there is a required 48-hour cooling-off period between completing the SOA form and the actual meeting between the beneficiary and broker. This allows Medicare members to speak with caregivers or whoever helps them make their Medicare decisions.

Related links

How Long Must A Scope Of Appointment Form Be Kept

A scope of appointment form must remain on hand for ten years. Web the scope of appointment form should be completed by the beneficiary and returned prior to

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Standards for Privacy of Individually Identifiable

electronically transmitted electronic protected health information is not discuss the scope, format, and other aspects of the request for access with the

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Electronic Signature How To Guide

Any Individual Provider application (855-I) containing new reassignments (855-R) can be electronically signed as part of the submission process; however,

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