Training Module 2

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Part D
Volunteer Medicare Part D Training Module 2 Day
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Medicare Part D Consultation Process Overview

• Step one Pre Meeting Preparation
• Client identified and appointment made
• Inform client of information needed
• Leave Personal Information Worksheet
• Step two Meeting Client
• Explain purpose and process
• Review Personal Information Sheet
• Refer or continue
• Step three www.medicare.gov
• Enter information
• Select top 3 least expensive plans
• Step four Consultation complete
• Provide an enrollment sheet for them to enroll in
  a plan.

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Step One Pre Meeting

• Forms
• Medicare Prescription Drug Coverage Personal
  Information Worksheet
• Helper (eg. Family)
• Instructions
• Client to fill out the Personal Information
  Worksheet

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Personal Information Worksheet

• 1. Medicare Claim Number
• 2. Name
• 3. Birth date
• 4. Medicare Part A and B effective dates
• 5. Zip Code
• 6. County

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Personal Information Worksheet

• 7. Current Type of Coverage
• 8. What type of coverage are you looking for?
• MA-PD with PDP or Only PDP
• 9. Letter from SSA for extra help
• 10. Income
• 11. Medication History
• 12. Pharmacy Preference

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Medication History Essential

• Complete Prescription Medication History
• Medications I take every day
• Including name, dosage, directions, number of
  pills per month and number of refills per year
• Get the FULL name
• Glucophage XR
• Medications NOT being taken
• Written but not filled
• Suggested but turned down
• Half the dose

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Medication History

• Check the Bottles
• Google it
• Looking for that drug eg. spelling, name, etc.

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Step Two Meeting Client

• Client Screen Inclusion
• Medicare Part A, B, Disability
• Exclusion
• Has Credible drug benefit STOP
• Needs Social Security review STOP
• Already signed up Come back

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Step Three www.Medicare.gov

• Need to know
• PDP or MA-PD (HMO)
• Medication history
• Preference
• Pharmacy
• Deductible
• Monthly premium
• Mail order

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Click on Compare Medicare Prescription Plans to
Start
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Click this orange arrow to find a Drug Plan
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If you have the clients Medicare information,
you can enter it here.
To do a general search use section B and click on
General Search.
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For Part B, select the one that best represents
the client.
Enter the Zip Code of the person
Here is where you identify if the client has
received an award letter for additional help.
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We are not going to be saving any client
information so to continue select Choose a Drug
Plan Type.
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To search for just a prescription drug plan, in
section C, select Search for Medicare
Prescription Drug Plans
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Section A will only show a list of all of the
plans available in the area of the client.
To narrow the search more for the client, you can
enter their medications through Section B.
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Here you will type in the name of the medications
of the person. You can just type in the first few
letters and it will provide a drop-down list of
drugs.
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Select the drug that fits what the person is
taking then click Add Selected Drug to My List
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This is an important step If the person does not
want generic drugs, you must UNCLICK this box
To continue with the drugs you entered, click
Continue with Selected Drugs
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Use the drop-down buttons to change the dosages
of the drugs.
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If you need to change the quantity per month,
change the quantity to what the client is taking
and then click the Update Dosage/Quantity
button to save your changes.
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Once you have updated all of the drugs, you want
to click Continue with Selected Drugs
If the client wants to choose a specific pharmacy
you can narrow the search here.
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These are the top least expensive plans for this
scenario without choosing a specific pharmacy.
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If your client wants to select a certain
pharmacy, click yes. Otherwise, click no.
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Tell the client that by choosing a specific
pharmacy, the total cost can increase.
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These are the top least expensive plans with the
selected pharmacies. You can see the pharmacies
you selected at the bottom of the page.
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Click on the top 3 least expensive plans, then
click Compare up to 3 Plans.
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Click on Printable Version
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This is the page that will come up. You can print
this for the client to take home with them. It
has all of the necessary information on it for
them to choose a plan. If you do not have a
printer available, use the Comparing Options
Worksheet to enter the important information.
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The bottom of the page shows what category each
of the clients medications fall under.
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To show the client which pharmacies participate
in the plan, click on the link that is underlined.
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This is the list of pharmacies that participate
with this plan. You can get a printable version
just like before.
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• So what if the client wants to see about MA-PDs
  (HMO)?
• Here is what you do

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The easiest way to search for MA-PDs (HMO) is in
Part C by clicking the box to include Medicare
Advantage and Other Medicare Health Plans.
Everything else is the same.
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Right now you are looking at just PDPs. Click
this link to see the MA-PDs (HMO).
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These are the MA-PDs.
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Click on Printable Version
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Enrolling in a Plan

• When you have given the client their top 3 plans,
  also give them the Enrollment Information Form
• This form has all of the information on it that
  the client will need to enroll in their chosen
  plan

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This is the online form to enroll the patient in
their chosen insurance plan. Please follow the
directions on the site.
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HIPAA Compliance

• Patient Information must be kept confidential.
• Only use the patients medical information to aid
  in finding an appropriate PDP.
• Advise the patient that their information will be
  kept confidential.

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Part II Monday, April 3rd Preparation

• Part II Purpose
• Practice using three case studies
• Case studies
• Located at
• Complete Case studies
• Part II
• Review case studies
• Answer questions