UPMC for Life is excited to announce some enhancements that are now available to help you stay connected with your clients!
 
Scope of Appointment (SOA)
The SOA form can now be completed using any of the following methods:

• Cavulus: Your clients can now fill out this form electronically online before your scheduled appointment. You can email a link directly from Cavulus to your client. To learn how, click here.
• To ensure that your clients receive all the information they need, you must include the following email template with the electronic SOA link: Appointment confirmation and electronic SOA email template.
• Telephonically: Your clients can now complete a telephonic SOA with you on the line. To learn how, click here.
• Mail/Email: Your clients can still mail you a completed hard copy of the SOA form or scan and email it back to you before your scheduled appointment.
• For a copy of the new SOA form, click here.
• To ensure that your clients receive all the information they need, you must include the following email template with the new SOA form if you are emailing it to your client: Appointment confirmation and mail/email SOA email template.

 
Online Enrollment
If your client would like to apply for enrollment online, you can now send a link directly from Cavulus to your client. To learn how, click here.

• To ensure that your clients receive all the information needed, you must include the following email template with the Online Enrollment application link: Online Enrollment application email template.

Please make sure that you continue to follow the Centers for Medicare & Medicaid Services (CMS) appointment guidelines when working with Medicare beneficiaries. The SOA and Online Enrollment links populated from Cavulus must be accompanied by the email templates provided.
 
Stay tuned! A tutorial on the Cavulus updates will be available soon.

If you need assistance or have any questions, please contact your Broker Manager.
 
PLEASE DO NOT RESPOND TO THIS EMAIL. Emails sent to this email address, will not receive a response. If you have questions or need additional information, contact your broker manager.
 
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