What should you do if the consumer's friend, who is Medicare-eligible, is present during the appointment?

When a consumer's friend who is Medicare-eligible is present during an appointment, obtaining proper consent is essential for compliance with regulations governing privacy and information sharing. Asking the friend to complete a Scope of Appointment form is the appropriate action because this form serves as documentation that both the consumer and the friend consent to discuss Medicare-related matters in their presence. It ensures that the privacy of the consumer is respected and that both parties are informed about what information may be shared during the discussion.

The Scope of Appointment form not only protects the consumer's confidentiality but also aligns with regulations such as the Medicare Communications and Marketing Guidelines, which mandate that individuals receive appropriate consent before discussing plan options. This helps maintain trust and clarity in the communication process between agents and consumers.