I'm not always sure what to write in as the Initial Method of Contact.
When I sell an MA that initiated from a callback from my direct mail campaign, should I just write in "Inbound Call" or "Direct Mail"?
The Humana SOA confuses me, the only option to check-mark that seems relevant is "Agent Contact" Does check-marking that option raise a red flag with CMS thinking it's an unsolicited contact?
After reading my contracts where it states that CMS has the right to audit any and all records I keep, I want to make sure I'm documenting exactly where the lead generated from. It doesn't seem like that's possible to do on these SOA forms.
I'm thinking of including a BRC with my mailings. From what I think I just read from talking the AHIP, if you have a documented permission to call, (BRC) a SOA is not necessary. Can anyone confirm that?
Side question: Can my CRM be adequately used as additional proof of record where the lead generated from originally, if i'm ever audited by CMS?
When I sell an MA that initiated from a callback from my direct mail campaign, should I just write in "Inbound Call" or "Direct Mail"?
The Humana SOA confuses me, the only option to check-mark that seems relevant is "Agent Contact" Does check-marking that option raise a red flag with CMS thinking it's an unsolicited contact?
After reading my contracts where it states that CMS has the right to audit any and all records I keep, I want to make sure I'm documenting exactly where the lead generated from. It doesn't seem like that's possible to do on these SOA forms.
I'm thinking of including a BRC with my mailings. From what I think I just read from talking the AHIP, if you have a documented permission to call, (BRC) a SOA is not necessary. Can anyone confirm that?
Side question: Can my CRM be adequately used as additional proof of record where the lead generated from originally, if i'm ever audited by CMS?