Page 13 - Cover Letter and Evaluation for Judy Thomas
P. 13

Client Data Sheet




                             Client ID:   8481059424           Rx Password Date:       October 16, 2018

                                       Please verify the accuracy of the information below and let us know if
                 To the Client:
                                                            changes need to be made.



                                                                         Client's DOB:       04/12/43

                             Date that Medicare became or will become primary (when
                                                       client has both Part A & Part B):   Already enrolled
                                                               Client's home zip code:        80121

                                     Has client started receiving Social Security or SSDI       Yes
                                                                           payments?

                                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
                          Continue to see following physicians:                           that this doctor
                                                                                       accepts assignment?


                                       Dr. Brian Bishop        Internal medicine                Yes
                                       Dr. William Sauer       Cardiology                       Yes

                                       Dr. Stephen Ruyle       Urology                          Yes
                                       Dr. Susan Loeb-Zeitlin  Ob/Gyn                           Yes
                                                                                         Unable to find in
                                       Dr. Kirsten Healy       Cardiology               Medicare provider
                                                                                             directory

                          Client wishes to compare PERA Retiree Plans with Medigap policies




                    Prescription Drugs
                                               Refill schedule: Mail Order & monthly
                                                    Pharmacy: King Soopers










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