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09.24.2012
HIPPA Authorization form
Members must complete this form in order for health information to be released to a broker. This includes discussion of claims or other issues where PHI may be discussed.
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09.24.2012
Meeting-Events form for CMS Approval
If you are presenting Aetna to a group of seniors (ie: Health Fair) for AEP, these meetings must be reported to Aetna so they can report to CMS for approval. Use this approved form. Last day for reporting 11/2012 meeting is 10/10/12.
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10.24.2011
CMS Secret Shopper Checklist
CMS on occassion will have a secret shopper act as an interested Medicare Beneficiary at your group marketing/sales events. This checklist for your review, providing you a glimpse at what they will look for you as an agent to be compliant on.