Page 13 - Cover Letter and Medicare Evaluation for Heidi Bathon
P. 13

Client Data Sheet




                             Client ID:   771287                     Rx Password Date:     November 3, 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:          NA

                           Date that Medicare became or will become primary (when client
                                                                 has both Part A & Part B):   Already has both
                                                                   Client's home zip code:        21230


                              Has client started receiving Social Security or SSDI payments?        NA


                          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?

                                        Physicians from Johns
                                        Hopkins Medicine










                         Client has guaranteed right to buy a Medigap policy




                    Prescription Drugs
                                              Current refill schedule: Mail order

                                                          Pharmacy: CVS












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