Page 21 - Cover Letter and Evaluation for Patricia Hendrickson
P. 21

Client Data Sheet




                             Client ID:   9415530112                 Rx Password Date:     January 30, 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:       08/12/54

                           Date that Medicare became or will become primary (when client
                                                                 has both Part A & Part B):         TBD
                                                                   Client's home zip code:        08502


                              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?           NA


             Client's Selection Criteria
                                                                                            Does the Medicare
                                                                                           web site indicate that
                         Continue to see following physicians:                              this doctor accepts
                                                                                               assignment?

                                        Dr. Jason Hollander          Endocrinogy                    Yes
                                        Dr. Anne Swedlund            Gastroenterology               Yes
                                        Dr. Samuel Liu               Opthalmology                   Yes
                                        Dr. Kenneth Ung              Gynecology                     Yes
                                        Dr. Joseph Pecora            Primary Care                   Yes
                         Client wishes to compare employer retiree plan to standard Medicare options




                    Prescription Drugs
                                        Refill schedule: Mail-Order
                                        Local pharmacy: Walgreens

















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