00:00: This guide will walk you through the various types of Cognito forms. 00:03: Geared, specifically towards your Medicare clients. 00:06: It is important to use encrypted forms when Gathering client information in 00:10: order to remain compliant with HIPAA laws. 00:14: To send a Medicare Cognito login to the CPN and select the Medicare 00:18: module. 00:20: Highlight the contact you would like to send the form to 00:24: Click Send Cognito forms and select Medicare from the drop-down menu. 00:29: SOA stands for scope of appointment. 00:31: This is the form. You need to have on file 48 hours prior to meeting 00:35: with the client, this form gives you permission to discuss their benefits. 00:41: FB plus SOA is for Medicare clients, that you have already set up on a 00:45: plan and you are re-enrolling for the next year. FB means feedback 00:49: and will ask the client if the policy covered their needs. 00:52: You need to get a new SOA every year to talk to a client about their Medicare benefits. 00:59: The questions Forum will retrieve the client's social security number address 01:03: and Medicare card information such as claim number and effective dates. 01:08: The payments form will be limited to retrieving payment information. 01:11: You will use this form when a client needs to update their bank or card 01:15: information and no other Account Details. 01:19: The guide covered essential actions of the Medicare. 01:21: Cognito forms in the CPN. 01:24: If you have additional questions or get stuck, you can call into the office or reach out 01:28: to agent support via email.