Hi {ATTENDEE_FIRST_NAME},

Thank you for scheduling your {EVENT_NAME} on {EVENT_DATE} at {EVENT_TIME} with me. I'm excited to meet with you and help to make understanding your health coverage simple & clear.

Though I make every effort to be punctual, meetings can run long from time to time. That being said, I will reach out within 15 minutes of our scheduled appointment time. Please keep your phone nearby with your ringer on. I'll be calling from 812-200-6465. It may be helpful to save my name and number to your phone.

In order to obtain the most accurate figures and guidance during our conversation, you will need to have some information readily available:

Personal identifying information such as Date of Birth & Medicare Beneficiary ID Number (if applicable)
First & last name of your primary care physician & all specialty doctors
Hospital preference
Current list of medications including full name, dosage & frequency taken
Your preferred pharmacy

A few things that may be helpful, but are not required:

Details about your current coverage (Deductibles, copays, out of pocket maximums & premiums)
Details about plans offered to you either through COBRA or retirement plans
A general idea of your monthly budget for healthcare costs

Now, take a deep breath & be proud of yourself for taking your first step towards gaining control and a better understanding of your health coverage. I'm excited to serve you and will be with you throughout your health insurance journey. If you ever want to chat, share a story or have a question, my door (and inbox) is always open.

Talk soon,

Amy Green, CMIR®

812-200-6465

Move Health