Page 15 - Cover Letter and Medicare Evaluation for Mrs. Jane Miller
P. 15

Client Data Sheet




                             Client ID:   63021245                   Rx Password Date:     July 1, 2021

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



                                                                             Client's DOB:       05/05/55

                           Date that Medicare became or will become primary (when client
                                                                 has both Part A & Part B):      09/01/21
                                                                   Client's home zip code:        19810


                              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



                         Continue to see following physicians:




                         Chen, Maria Fang-Chun                       Neurologist
                         DeGroot, Kenneth                            Chiropractic

                         Denstman, Fred                              Colorectal
                         Mullins, Dr. Sarah                          Primary Care
                         Sheppard, William                           Ear, Nose & Throat



                         Client would like to see comparisons of both types of coverage




                    Prescription Drugs
                                              Current refill schedule: Client does not currently take Rx drugs
                                                          Pharmacy: CVS
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