During a scope of appointment meeting, what are you permitted to do?

• A. Enroll her in a plan without consent
• B. Discuss only health-related topics
• C. Disclose her personal data to sponsors
• D. Provide enrollment materials and take her completed enrollment application

Answer: (D)

The action that aligns with a scope of appointment meeting is to provide enrollment materials and take her completed enrollment application. A signed SOA gives you permission to discuss plan options and assist with enrolling in Medicare plans, so presenting the available materials and helping her fill out and hand in the enrollment form is exactly what you’re allowed to do in that meeting.

Enrolling someone without consent isn’t allowed because the SOA governs what you can do and requires the beneficiary’s authorization beforehand. Sharing her personal data with sponsors would violate privacy rules and isn’t permitted in this context. And while discussing plan options is the goal, restricting the conversation to only health-related topics is not accurate; the SOA covers the scope of plan options and related enrollment information, not a narrow subset of topics.