00:00: This guide provides detailed instructions on adding, a new Medicare contact in 00:04: the CPN application. 00:07: Log into the CPN and select the Medicare module. 00:10: Please. Keep in mind, if a client is already in your health module, you will not need 00:14: to add them to the Medicare module. They will be automatically added when they 00:18: are about to age in. 00:20: When a client is going to be aging into Medicare, their birthday will be highlighted blue 00:24: in the Medicare module. We recommend checking this at the beginning of every 00:28: year and adding the clients to your calendar when it's time to start the process. 00:32: So you know, when it's time to reach out 00:35: If this is a brand new client that has not been on an under 65 plan with 00:39: you, as the agent of record, you can add them to the CPN by clicking new contact. 00:45: Fill out the new contact information and then click fact finder button in the bottom 00:49: left corner, 00:51: Enter the additional information needed for the client at this point in time, 00:55: you will only need the client's zip code, not their full address. 00:59: You also do not need to get the entire households information for a Medicare contact. 01:04: They will be the only person on the policy. 01:07: Continue. The fact finding by gathering medical information. 01:10: You will need a list of all their medications and the doses. 01:14: You will need to know their medical conditions and you will also need to get their preferred Pharmacy. 01:19: Gathering this information prior to the meeting allows you to research plans based 01:24: on their current prescriptions and location. 01:27: Be sure to also get a list of any doctors. 01:29: They would like to keep in network, various carriers, have different networks. 01:33: And some providers do not accept Medicare coverage. 01:38: To add a physician to the list. Click add once you have added all of their 01:42: preferred providers, click accept 01:45: Once you have finished the fact finding select save to save the changes 01:50: Be sure to click the refresh button next to the zip code to populate the city state 01:54: and County for the client. 01:57: Click on accept. 01:59: The client will now appear in your dashboard. 02:02: The guide covered adding a new Medicare contact in the CPN application by 02:06: navigating through various fields and selecting specific options. 02:10: If you have any additional questions or get stuck, you can call into the office or email 02:14: agent support.