Question

You have scheduled an appointment and obtained a Scope of Appointment (SOA) form to discuss Medicare Advantage Plans with a consumer. When you arrive at the appointment, a friend of the consumer who is Medicare-eligible is present to hear your presentation. What should you do?

Answer 1

Before you can start the appointment with both consumers, ask the consumer's friend to complete an SOA.

Step-by-step explanation:

Answer 2

Have the friend also attend the presentation.