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Get And Sign Generic Scope Of Appointment 2013-2021 Form

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Instructions and help about 2019 generic scope of appointment form

Music with this upcoming IEP fast approaching we wanted to give you a refresher on your scope of appointment forms or also referred to as SOAs CMS has new guidelines this year as it pertains to your soas you no longer require to get this filled out 48 hours prior to your appointment you can now have the Scopes filled out at the point in which your appointment takes place it is important that you do get a scope filled out for every appointment so the scope is not going away we just now can do it at the point in which your appointment takes place make sure you also disclose what products you'll be discussing at your appointment so it's important that you mark whether you're discussing Medicare Advantage Medicare supplements part these any of the ancillary products like dental vision or hearing or even hospital indemnity so be sure that you mark that on your scope of appointment form make sure you capture your clients signature and date and all of your pertinent agent information when you

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