Volunteer Medicare Part D Training Module

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Part D INSERVICE PART 2
Volunteer Medicare Part D Training Module 103006
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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
• 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 Medication History
• Medications I take every day
• Including name, dosage, directions, number of
  pills per month and number of refills per year
• Medications NOT being taken
• Written but not filled
• Suggested but turned down
• Half the dose
• 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

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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 this link to get started.
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Click on Vea en Espanol to change the text to
Spanish. Click Use Larger Font to view the
pages in larger text.
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To continue to find the best plans, click here.
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If you have the clients Medicare card, you can
personalize the search here.
To do a general search click here.
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What will I see if I put in the clients Medicare
Information?
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This is the plan this client is currently
enrolled in.
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Now, enter the zip code of the client and answer
the following questions to the best of your
ability.
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This screen gives us some useful information.
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To customize the search with the patients
medications, click here.
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Enter each of the patients medications and click
Search for Drug
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If a list like this pops up, click on the one the
client is taking.
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If your client does NOT want to substitute for
generics, UNCLICK this button.
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To select a different dosage of a drug, click to
pull down the menu to select the correct dosage.
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We are not going to save anything the client
gives us so we are going to Skip this Step
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To continue without specifying a pharmacy, click
Continue
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These are the top least expensive plans that meet
the clients needs.
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If your client wants to use a particular
pharmacy, click Yes then Continue
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Here you can specify up to 2 different pharmacies
by clicking the boxes then Continue
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When you select pharmacies, you will see them
listed under the drug list.
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To compare the top three plans, click the boxes
next to the plans then click Compare
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After clicking to compare plans this is what you
will see.
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To show the client the pharmacies in the area
that prefer the plan, click here.
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To get information on just one specific plan,
click on the plan name.
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This page gives the client more information on
just one plan and it can be printed for the
client to take home.
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What happens if the client is taking one of the
drugs that is NOT covered by ANY of the PDPs?

• Examples of drugs NOT covered
• valium, diazepam, Xanax
• anorexia, weight loss, or weight gain drugs
• fertility drugs
• drugs for cosmetic purposes or hair growth
• symptomatic relief of cough and colds

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Add the drug just like with all of the other
drugs!
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Is there something else the client can do to
lower their cost more?
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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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Click this link to get the list of MA-PDs (HMO)
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This is the list of MA-PDs (HMO)s
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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.