Simple, compliant Medicare help for your patients and less admin for your team.
We partner with medical groups and clinics to educate patients on Medicare and PACE options, support informed decision-making, and assist with plan transitions without steering, coercion, or collecting PHI in the referral.
HIPAA-conscious process. CMS marketing rules respected. Spanish & English.
Compliance & Safeguards
CMS marketing rules respected. No steering, coercion, or pressure.
HIPAA-conscious intake. We collect only contact information and preferences—no clinical or diagnostic data.
Documented consent for plan discussions recorded, including Scope of Appointment (SOA) when required.
Annual certifications (AHIP/Carrier) completed by our team.
What we need from your office
- A point of contact for administrative coordination and PCP confirmation
- Counties you serve and any network limitations we should be aware of. Any co-branded materials you’d like us to use
Frequently Asked Questions
Contact us if you need immediate assistance.
Compliant Medicare Education & Communication Support
We help your organization deliver clear, CMS-compliant Medicare education and communications at key points in the patient experience, including:
Medicare Educational Mailings
Medicare Information & Helpline Materials
Annual Enrollment Period (AEP) Education
Turning 65 Medicare Awareness
Plan-Related Notices & Medicare Education Newsletters
These communications support patients and staff while strengthening
trust and consistency across your physician community.
Help Your Medicare Patients Navigate Coverage with Confidence
In this 15-minute conversation, we’ll review how Medicare patients are currently supported across your organization—from front office to care coordination—and identify where gaps, inefficiencies, or patient confusion may exist.
- HIPAA-conscious referral workflows
- Patient education support (no clinical interference)
- Aligned with your care team—not replacing it