CMS Translation Station
CMS says:
Translation:
No SOA = no talking about the shiny dental benefits yet.
You can hand out snacks… not enrollment applications.
Always verify the network. Even if the client says, “My doctor takes everything.”
Translation:
The amazing plan your cousin has in Florida may not exist in Oklahoma.
Today’s favorite plan may become next year’s angry phone call.
Translation:
Don’t become besties with the customer until you’ve read the required script.
Your client WILL call you eventually asking why their doctor disappeared.
Don’t post the Canva graphic before Compliance sees it.
Nobody is reading all 287 pages… but you still need to say it.
That application sitting in your car cupholder is not considered ‘submitted.’
“Yes, but what if I actually USE the insurance?” — every client ever.
Charle Howard, Manager of Provider Referral Operations and licensed insurance agent