If a consumer requests to discuss PDP plans just before a scheduled DSNP appointment, what should you do?

When a consumer expresses interest in discussing Prescription Drug Plans (PDP) just before a scheduled Dual Special Needs Plan (DSNP) appointment, it's essential to ensure that all regulatory requirements are met, particularly regarding the Scope of Appointment (SOA). The SOA is a document that outlines what topics can be discussed during an appointment. If the consumer wants to switch subjects from the originally scheduled DSNP to PDP, it is necessary to have them sign a new SOA that reflects this change.

This procedure ensures compliance with Medicare regulations and protects both the consumer and the agent. It confirms that the consumer is informed about the discussions they are engaging in and that their consent is appropriately documented. Ensuring that the appointment conforms to the SOA guidelines maintains the integrity of the process and promotes trust with the consumer.

The focus on signing a new SOA is pivotal in maintaining a clear understanding of what is to be covered in the meeting, allowing for an organized and compliant discussion on the newly requested topics.