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 |
Getting Started With Plan Enroll
FIRST - Click "Get Synced"
Click "Get Started"
Then, Add Your Contact Information
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(Example)
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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
Type In The First Several Letters - Plan Enroll Will Display Matches
Confirm Your List of Medications
Current Coverage
Scope Of Appointment - This Keeps Me "Legal" With The Rules I Must Follow To Work With Medicare Folks.
- Important - Completing this in no way obligates you to work with me.
Just Select All In The Above List
If You Are Helping Someone Else And You Have The Legal Right To Do So, Please Click That Button.
- Look for the little check box - That takes us to the next step
Click "Continue"
Almost Done!!
- Create a password for your "Plan Enroll" account
Check "Complete Profile"
Then, Check Your Email
Great News!! We Have Completed The Hardest Part
- Now - I will get to work and develop options to best meet your needs, goals, and values for your Medicare coverage for 2025.