What should you do when a friend's consumer who is Medicare-eligible is present at the appointment?

Asking the consumer's friend to complete a Statement of Understanding (SOA) is the correct approach because it ensures that proper protocols are followed when dealing with Medicare-eligible individuals. The SOA is a critical document that verifies the understanding and acknowledgment of the services offered, particularly as it relates to Medicare policies. This step is particularly important in protecting the privacy of the Medicare consumer and ensuring that the meeting complies with the regulations surrounding Medicare.

When a friend accompanies a Medicare-eligible consumer, it's essential to clarify the roles and ensure that any communications about plans or benefits are conducted appropriately. Completing the SOA helps establish that both parties are aware of the nature of the discussion and any relevant decisions being made. This not only safeguards the rights of the Medicare consumer but also aligns with compliance standards set by Medicare.

In contrast, proceeding with the meeting as planned without addressing the presence of the friend would overlook these important compliance aspects. Similarly, inviting the friend to ask questions later does not provide the necessary documentation or understanding that the SOA would ensure. Lastly, quickly explaining the Medicare Advantage Plans doesn't replace the need for formal acknowledgment and understanding from the consumer regarding how the plans may affect them.