What should you tell a consumer who wants to discuss PDP but has only the SOA form for a scheduled DSNP appointment?

When a consumer wants to discuss a Prescription Drug Plan (PDP) during a Dual Special Needs Plan (DSNP) appointment and only has the Scope of Appointment (SOA) for the DSNP, it is important to have the appropriate documentation in order to remain compliant with regulatory requirements. The SOA is a formal agreement that specifies the topics that can be discussed in the appointment.

In this case, since the SOA only covers DSNP, the consumer will need to sign a new SOA that includes the PDP discussion. This ensures that both the consumer and the agent are adhering to the guidelines set forth by Medicare and the insurance provider, allowing for a transparent and compliant conversation regarding both plans.

This approach protects the interests of both parties by ensuring that all discussions occur within the boundaries of the agreed-upon SOA, thus preventing any issues related to compliance.