You have scheduled an appointment and obtained an SOA form to discuss MA plans. If a friend wants to hear the presentation, what should you do?

Having a friend sign a Scope of Appointment (SOA) form is the correct approach because it ensures that all participants in the meeting are acknowledged and authorized to be present. The SOA serves as a critical tool in the process of discussing Medicare Advantage plans, as it confirms the intent and the boundaries of the discussion.

By having your friend sign the SOA, you are in compliance with regulations that protect the privacy and confidentiality of the individual’s health information. This is essential when sharing details about their healthcare options, especially in a one-on-one discussion about Medicare plans which can contain sensitive information.

The other options do not align with best practices or legal requirements. Informing the friend that they cannot attend disregards the opportunity for inclusivity, while discussing the presentation in a public area could violate privacy rules. Canceling the appointment altogether would unnecessarily hinder the process and prevent the individual from receiving important information regarding their health plans.