During the December 4 call about changing a Medicare Advantage plan during the annual election period, what should you do?

• A. Complete a scope of appointment during the call and arrange a meeting the following day for discussion MA plans.
• B. Send an enrollment form by email and await signature
• C. Schedule a full in-person appointment at a later date, no SOA
• D. Provide general information and postpone any SOA discussion

Answer: (C)

The important idea here is that discussions and enrollments for Medicare Advantage plans during the annual election period require proper documentation and a formal appointment setup. On the December 4 call, the safest compliant path is to arrange a full in-person appointment at a later date so the scope of appointment can be addressed and MA options can be discussed in a proper, documented setting. This keeps plan-specific conversations and enrollment actions out of a casual call and ensures the member’s preferences are captured with the necessary signatures and clearance.

Rushing into a scope during the call or sending enrollment forms by email bypasses the required, structured process. Providing only general information and postponing any SOA discussion would delay necessary documentation and could leave plan changes unclear. Scheduling a full in-person appointment later, with no SOA discussion on the call itself, aligns with taking the time to complete the SOA properly and discuss the options when the member is ready.