Page 13 - Cover Letter and evaluation for Paul J. Lingane
P. 13

Client Data Sheet




                             Client ID:   2429701                    Rx Password Date:     September 15, 2017

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



                                                                             Client's DOB:       11/24/52

                           Date that Medicare became or will become primary (when client
                                                                 has both Part A & Part B):      11/01/17
                                                                   Client's home zip code:        94062


                              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
                         Continue to see following physicians:                              this doctor accepts
                                                                                               assignment?

                                        Dr. John Jay Jernick         Primary Care                   Yes
                                        Dr. Geoffrey Sonn            Urology                        Yes






                         Client wishes to evaluate Medigap coverage as well as Medicare Advantage plans




                    Prescription Drugs
                                        Refill Schedule: NA

                                        Pharmacy: Walgreens
















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