RetireFlo Survey Client Guide
SOP Completing a Medicare Survey for Appointment Preparation
Objective:
To ensure compliance with Medicare requirements and gather necessary information for effective appointment preparation.
Key Steps:
1. Receive Survey:
Upon scheduling an appointment with a client for a coverage review, a secure Medicare survey will be sent out.
2. Complete Survey:
Click on the email link to access the survey.
Enter your first and last name, email, and phone number.
Provide preferred pharmacy information or indicate if you do not have one.
List any current medications or select "I don't have any."
Share details about your doctors, specialists, hospitals, and any other facilities you prefer.
Initial the scope of appointment section to indicate your plan preferences.
Sign and complete the survey.
Cautionary Notes:
Ensure all information provided is accurate and up to date.
Initial the correct plan type in the scope of appointment section.
Double-check all entries before submitting the survey.
Tips for Efficiency:
Utilize the auto-fill feature when entering medication names to save time.
Have necessary information such as pharmacy details and prescription names readily available before starting the survey.
Contact support if you encounter any difficulties or have questions about the survey process.