You can view the report HERE.
Here are some agent highlights:
Q: How should
a Plan/Part D Sponsor
handle a request to enroll at an
educational event?
R: If a
beneficiary requests to enroll at an
educational event, the Plan/Part D Sponsor
representative may provide a business card.
Please refer to MMG section 70.8.
Q: Are
seminars for current members to
inform them about their benefits and
plan services considered
educational?
R: Section
70.8 states that educational events
should not discuss plan specific premiums
and/or benefits or distribute plan specific
materials. CMS recognizes the need for
Plans/Part D Sponsors to educate their current
members about their benefits and plan services.
Although these member events discuss plan
specific information, CMS does not consider
them to be true marketing/sales events.
Therefore, these events can be considered
educational. However, it is the responsibility of
the Plan/Part D Sponsor to ensure the event
conforms to all other aspects of 70.8.
Q: Can we
attend events (like a Senior
Expo) where there is food available
for the attendees as long as we (the
health plan) are not the ones
providing the food?
R: Yes. As
long as Plans/Part D Sponsors are not
the ones providing or subsidizing the meals.
Q: Are
non-health care related products
required to be documented on a
scope of appointment?
R: Yes.
Non-health care related products must be
documented on a scope of appointment form.
Plans/Part D Sponsors must follow section 160.
Q: Does the
scope of appointment have
an expiration date?
R: No. The
scope of appointment does not have an
expiration date, but the meeting must remain
specific to the agreed upon scope.
More great information is in the CMS report!
