Question 1

Why should a medical office refer patients to a Medicare broker?

Accepted Answer

Medicare plan selection directly affects whether patients can continue seeing their preferred healthcare providers. Referring patients to an independent Medicare broker can help them choose plans that include the medical practice in-network, protecting continuity of care and supporting patient retention.

Question 2

How does referring patients to a Medicare broker help with patient retention?

Accepted Answer

Patients who receive support while making complicated Medicare decisions may associate that assistance with the medical practice, strengthening trust and loyalty. Proper guidance can also reduce the risk of losing patients because of an avoidable insurance network mismatch.

Question 3

What is the risk of not offering Medicare guidance to patients?

Accepted Answer

Without appropriate guidance, patients may unknowingly enroll in Medicare plans that do not include their current medical practice in-network. This can cause the practice to lose patients for coverage-related reasons rather than because of the quality of care provided.

Question 4

When should a medical office introduce Medicare broker services to patients?

Accepted Answer

Useful opportunities include when a patient approaches age 65, during Medicare enrollment periods or whenever a patient expresses confusion, concern or dissatisfaction about current Medicare coverage.

Question 5

Does referring patients to a Medicare broker require significant operational changes?

Accepted Answer

No. A medical office generally only needs to identify a trusted independent Medicare broker and establish a simple, consistent process for introducing the referral to patients at appropriate times.

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