UPMC for Life: Update to Scope of Appointment Form

There has been a recent update to the Scope of Appointment (SOA) form that UPMC would like to ensure you are aware of. According to the 2024 CMS Final Rule, you can meet with a Medicare member without waiting the full 48-hour “cooling off period” only during the following two expectations:

• If they are in the last four days of a valid enrollment period.
• If there is a walk-in appointment or unexpected meeting.

If the Medicare member signed the SOA form at the time of the appointment, you must explain in the highlighted box why the SOA was not documented earlier. UPMC is closely monitoring returned forms to ensure that section is complete, if it is left blank your broker manager will reach out for more information.

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