Record and store your calls with just a few clicks!

Don’t panic over the new CMS call recording requirements, let CareValue do the heavy lifting for you! Our call recording and storage solution is included in MV360– a free backend CRM tool to make your business more organized and your life easier.

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Save & Store Recordings for 10 Years
Secure, Safe & HIPAA Compliant
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Stay Compliant with New
CMS Regulations

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What Has Changed?

In the second quarter of 2022, the Centers for Medicare and Medicaid Services (CMS) published its 2023 Final Rule. The Final Rule announces changes that have been made to existing marketing and communication requirements for both Medicare Advantage and Part D plans. These new provisions are effective October 1, 2022 and apply to any marketing or communications occurring October 1, 2022 and later. While interpretation may vary, some of the main points of the Final Rule and subsequent changes are as follows:

Calls with beneficiaries in regard to the enrollment process must be recorded in their entirety.

Call recordings must be retained for a minimum of ten years.

The following disclaimer must be given within the first minute of each phone call- “We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact or 1-800-MEDICARE to get information on all of your options.”

Member PHI and PII must be protected, and storage of calls must meet security requirements.

CareValue has taken care of it all

The call recording feature within MV360 allows you to record both incoming and outgoing calls.

  • "Click to call" feature allows you to make and record phone calls from a variety of different numbers. You choose which number to call from when initiating the call.
  • Recorded phone calls are easily associated with your customer's profile in MV360, making it easy to locate stored calls if needed.
  • Pre-recorded disclaimer plays with the click of a button, ensuring your call is compliant!
  • All recordings are stored securely with CareValue for a minimum of ten years.
  • Process is secure and HIPAA compliant.
Learn More Now!

Additional Notes

Carrier requirements may change without notice. Please check with your carrier for the most up-to-date information.

If you are using a carrier provided recording system, many carriers require you to end the recording and switch to a different recording system if you begin talking about another carrier plan.

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