What is the Purpose of a Scope of Appointment form?

The scope of appointment is a CMS requirement used to document an in person appointment witch a beneficiary to ensure that no other types of products are discussed outside of what the beneficiary originally requested. 

Below is some information regarding the rules and requirements regarding Scope of Appointments (“SOAs”).

A paper or electronic Scope of Appointment must be completed prior to conducting a sales presentation for Medicare Advantage (MA) and Prescription Drug Plans (PDP) 

Also, sales presentations are required to be by appointment only and should not be made by marketing through unsolicited direct contact.