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It helps to get a “Soft” verification earlier in the call to know what enrollment reasons and plans are likely an option available for the customer. Often the simplest way to verify is by simply asking: “Are you eligible for Medicaid in addition to Medicare?”

  • If unsure, ask:

    • “Do you pay a monthly premium for your Medicare part B?”

    • “Do you have a Medicaid Card?”

    • “When you go to the doctor or hospital, do you ever have a copay?”“Do you have a Medicaid Card?”

Note

Be sure to ask about Medical, not Rx copays. Reduced Rx copays may indicate Extra Help, not Medicaid eligibility.

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A definitive verification must be obtained to complete the enrollment. The Medicaid number must be entered into the applicationFor D-SNPs, the participant must qualify for Full Medicaid. This can be verified on Jarvis,

  • Jarvis Verification (UHC site)