What should Connor do when he sees both Rina and Shelley at the appointment to discuss DSNPs?

When Connor sees both Rina and Shelley at the appointment to discuss Dual Special Needs Plans (DSNPs), asking Shelley to complete a Scope of Appointment (SOA) before starting the meeting is essential. The SOA is a regulatory requirement that ensures that the discussion is appropriate and that both beneficiaries are aware of the topics to be covered during the appointment.

Completing the SOA serves as a record that both individuals consent to the discussion and that the conversation will focus on specific DSNP-related issues. It protects Connor and the organization by ensuring compliance with Medicare rules and regulations, which is vital for maintaining the integrity of the healthcare process. By obtaining this formal consent, Connor establishes a clear boundary for the meeting, ensuring that everything discussed is done in accordance with regulatory standards.

This approach reflects a professional and responsible practice in healthcare discussions, emphasizing the importance of consent and compliance in matters related to healthcare plans. Additionally, while providing a general overview of DSNPs might seem helpful, doing so without the proper formalities could risk non-compliance. Scheduling a separate appointment for Shelley alone would not be necessary at this point, as addressing both individuals together after obtaining consent typically encompasses their family or caregiving concerns regarding DSNPs.