Go Steelers
I agree!!
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Go Steelers
Whyyyyyyy would you do this? That’s my question. I think it’s going to cause more issues than anything else. “Nothing changed” in October. Then in January it will be “I forgot to tell you I started Eliquis”
We haven’t allowed no changes in at least 10 years. They are going to send me a new drug list every September. I blame it on technology and HIPAA, but it’s really lack of confidence in a “no changes” response.
(And if their name is on it, it’s 100% a HIPAA and/or PHI violation. Email is not secure.)
Go Steelers
Good point. I get the texted list mostly on T65's. I do confirm/update Rx lists with many existing clients over the phone.So you require people to send you their drug list and they all do it on their own without pulling teeth? Isnt that a pain to keep up with and keep tabs on who sent you what? Ive always sent their drugs I have on file and asked if they are still the same or if something was added or removed.
So you require people to send you their drug list and they all do it on their own without pulling teeth? Isnt that a pain to keep up with and keep tabs on who sent you what? Ive always sent their drugs I have on file and asked if they are still the same or if something was added or removed.
1. It’s part of Medicare 101. They are expecting the email
2. I can’t keep up with 800+ lists. Just shoot me
3. It’s a massive undertaking. Every year. But it works
Email.They email you their drug lists or mail them? That does sound like a massive undertaking, but if it works thats all that matters.
Here's what we do. The intakeq form is hippa compliant. I have it as a saved template in gmail.
Annual Review Intake Form instructions
1. Please complete either our URL online Intake form here [EXTERNAL LINK] - Steinlage Insurance - Form
OR
2. Please print the PDF version here http://steinlageagency.com/wp-content/uploads/2023/06/2024-AEP-Review-Form-PDF-For-MAILING.pdf
and mail the completed intake form to
Attention: Steinlage Insurance Agency
10890 Veterans Memorial Parkway
Lake St. Loui
s, MO 63367
Email.
Thanks for sharing that. I took a look at your form it is very thorough. Do all of your clients fill that out every year? How did you create the form? I'm interested in doing something similar.