Page 11 - Cover Letter and Evaluation for Mr. Michael Johnson
P. 11

Client Data Sheet




                                        Client ID:   44919                               November 6, 2019


                                   Please verify the accuracy of the information below




                                                                           Client's DOB:       06/26/54

                              Date that Medicare became or will become primary (when
                                                         client has both Part A & Part B):     06/01/19
                                                                 Client's home zip code:        90005


                            Has client started receiving Social Security or SSDI payments?        No


                                  After client retires, will he or she have access to health
                             insurance through a spouse's or ex-spouse's employer plan?           No



                 Client's Selection Criteria                                              Does the Medicare
                                                                                         web site indicate that
                                                                                          this doctor accepts
                         Continue to see following physicians:
                                                                                          Medicare-approved
                                                                                                rates?
                     Dr. Matthew Bui              urology                                         Yes
                     Dr. Allen Lew                cardiology                                      Yes
                     Dr. Brian Perry              orthopedic surgery                              Yes
                     Dr. Soroya Ross              gastroenterology                                Yes


                         Client is interested only in Medigap policies


                               Prescription Drugs

                         Pharmacy                 Rite Aid
                         Refill schedule          Monthly

















                                                            5
   6   7   8   9   10   11   12   13   14   15   16