What time frame is important for securing a SOA during face-to-face meetings?

Securing a Statement of Understanding (SOA) during face-to-face meetings is crucial just before discussing specific plans. This timing is important because it ensures that the consumer has a clear understanding of the information being presented, including the relevance of the plans to their needs and circumstances. By obtaining the SOA before discussing the details of the plans, it verifies that the consumer is aware of and agrees to the consultation process, thus reinforcing compliance and enhancing the transparency of the meeting.

This approach respects the consumer's decision-making process, allowing them to engage with the material effectively after they have been informed about the key aspects of the meeting and its purpose. It also helps establish an informed consent framework, ensuring the consumer can make educated decisions based on the information provided.