All appointments
Robert Chen · Rx/Pharmacy Review
APPT-2027-10058 · 2027-10-16 at 2:30 PM · Video
Mock data Continue to Enrollment Workspace
SOA may be required before this appointment
Please complete or document SOA status before discussing specific Medicare products.
Member context
Plan
Medicare Advantage HMO
County
DuPage
Risk reason
Drug tier change + preferred pharmacy impact
Preferred channel
Phone
Last touch
2027-08-02
Tenure
3 years
Talking points
- Confirm current plan year and renewal context.
- Review provider and pharmacy alignment for the upcoming year.
- Walk through prescription coverage and any tier changes.
- Surface dental/vision/hearing supplemental options only if the member asks.
- Capture any service issues or open concerns.
- Confirm preferred follow-up channel and timing.
Agent notes
Start the appointment
Rx/Pharmacy Review
2027-10-16 · 2:30 PM
SOA readiness
SOA · Needed — not started
Required documents
Compliance reminders
- • Discuss only topics the member chooses to cover.
- • Do not pressure or imply required action.
- • Document SOA status before product discussion.