- Monday-Friday 8:30AM-4:30PM
Please follow these two steps so you will be ready too.
Below is a link to a new survey tool called RetireFlo that we are using to gather your information. This tool allows you to submit your prescription and provider information along with your Medicare-required Scope of Appointment form all in one easy step.
Helpful Hints:
1. After you enter the information on each page, click OK to move to the next page.
2. Pharmacy: This is for retail pharmacies only. It does not include mail order. Type the name and zip code of the pharmacy you use, click “Search for pharmacy“ and then “Select” your pharmacy.
3. Prescriptions: As you enter the name of your medication, the system will display medications.
a. Select the one that you take – being careful to distinguish between tablets and capsules. If you enter the name brand, the system will ask you if you take the generic.
b. Dosage – select the correct dosage
c. Quantity – enter how many pills are in your bottle when you fill it or how many tubes you get at a time, etc.
d. Frequency – enter how often you fill it (Monthly, every 3 months, etc).
4. Hospital: Corewell Health isn’t loaded into the system, so use Spectrum Health. University of Michigan Health – West is in the system. Trinity Health in Grand Rapids is not in the system; instead, St. Mary’s is listed as Mercy Health St. Mary’s.
5. Physicians: Enter the names of your PCP and Specialists. Please enter your Dentist as a Specialist.
6. Scope of Appointment: Please initial all 4 boxes before signing and submitting. This will enable us to speak with you about all types of plans if necessary.
7. Sign and Complete: That’s it. You’re done!
IMPORTANT: If you want us to review your information and compare it to the 2025 plans, you MUST ASK us to do so. Just submitting your information and Scope of Appointment will NOT cause us to do a review.
In addition, you must submit the survey in Step 1 before we will confirm a review or schedule an appointment.
Prescription Drug Plan Reviews: If you request a review, we will take the prescription and pharmacy information you provide in Step 1 and run an analysis against the plans available for 2025. We will either call or email you to discuss our recommendation.
Medicare Advantage Plans or Switching from a Medigap to an Advantage Plan Appointments: If you request an appointment to review your Advantage Plan or to discuss switching to an Advantage Plan from your Medigap, we will reserve a date and time for you with one of us and use the information you provide in Step 1 to discuss your options. Appointments can be done in our office, by telephone, or on Zoom.
NOTE: If you do not make any changes to your plan for 2025, you will automatically be enrolled in the same plan for next year. We strongly encourage you to review your Annual Notice of Change from your insurance company in September before making a final decision.