12 min read insurance
Written Scope of Appointment for In-Person Medicare Appointments
Learn when an in-person Medicare appointment needs a written Scope of Appointment, what can count as written, and how the 2027 SOA changes affect agents.
Learn when an in-person Medicare appointment needs a written Scope of Appointment, what can count as written, and how the 2027 SOA changes affect agents.
The Medicare 48-hour SOA wait ended June 1, 2026. Same-day appointments are back — but you still need the SOA first, in writing for in-person visits.