Plan Enroll Software Tips

Greetings,

PLAN ENROLL is a New & Improved Medicare Plan Coverage Review and Enrollment software.
Using Plan Enroll allows us to detail your information, including your doctors and RX Medications and it follows Medicare Rules so I may work with you compliantly.
After you complete your profile, I will get to work to develop the most effective options for your 2025 Medicare coverage.
This software works with both Medicare Advantage Plans ( Part C ) and Prescription Plans ( Part D ).
It’s designed to be simple and efficient, however, like most everything else, there are some details to be aware of.

Many Thanks,

Dave Trout

Dave Trout's Plan Enroll Page

Plan Enroll

Getting Started With Plan Enroll

FIRST - Click "Get Synced"

Click "Get Started"

Then, Add Your Contact Information

(Example)

Add Your Pharmacy

You can add more than one, but let's keep things simple at first.

After you have confirmed your pharmacy, click "Continue"

Add Your Doctors

If we are only working on a Medicare RX plan, you can skip this section

Then Confirm

Add The Specialist You See On A Regular Basis

If you have an upcoming procedure for 2025 - be sure to add that doctor!

IMPORTANT NOTE: If the specialist is in another zip code - especially beyond Western North Carolina - Add the zip code first.

And Confirm Your Doctors

Note: Plan Enroll has access to the current list of doctors In-Network with each different plan, so we may determine the coverage choice to include them.

Then Start To Add Your Prescriptions

Be sure to list those you take on a daily, weekly, or monthly basis.
If you have a medication for only occasional or as needed - We'll discuss those separately