Scope of Appointment Documentation
What is the Purpose of a Scope of Appointment form?
The scope of appointment is a CMS requirement used to document an in person appointment witch a beneficiary to ensure that no other types of products are discussed outside of what the beneficiary originally requested.
Below is some information regarding the rules and requirements regarding Scope of Appointments ("SOAs").
Also, sales presentations are required to be by appointment only and should not be made by marketing through unsolicited direct contact.
Steps to completing a Medicare Scope of Appointment Form (SOA):
Returning a minimum of 48 hours later allows the consumer to have a "fresh mind" and gives way to a better understanding of the new product you are discussing.
If you have any questions our marketers are here to help.
Good luck, and happy selling.