Counseling Medicare clients

Open Enrollment-related

Guide to consumer mailings from CMS, Social Security & plans, 2022/2023 (www.cms.gov)

Find a listing of the letter color, message and consumer action for all CMS consumer mailings.

Find a list of references and related links to help with OEP and general counseling.

As a SHIBA counselor, use this checklist to help you ensure your counseling sessions go smoothly.

Client information on the new security requirements Medicare requires to use the PlanFinder.

Give this worksheet to clients to fill out and return to provide you with the information you need to create a client report.

Send this to clients after they've asked for help to narrow down their Rx coverage options and you've received their Plan Finder worksheet.

Fill this out for your clients as a take away after you've met with them one-on-one. It provides a listing of things your clients need to follow-up on.

Plan Finder insulin related

Insulin cost sharing in 2023 Medicare drug plans (cmsnationaltrainingprogram.cms.gov) 

Medicare and the Exchange

These are frequently asked questions clients ask about Medicare and health reform, and buying insurance on the Exchange.

General resources