What the Feature Does
The Generate Medicare Forms feature pulls verified client data from their record and auto‑populates required Medicare forms—cutting manual entry, reducing errors, and simplifying CMS compliance.
There is an option to use Medicare Forms in Automated Workflows and Appointment Scheduling. Just set it and forget it! And if your client forgets to sign their SOA, there are even reports for you to review the status to follow up with them.
SET UP
1. Enable Medicare Forms
Go to:
SETTINGS > Email, Columns, Calendar & Other
✔ Check Electronic Scope of Appointments and select the templates
Scroll down and Save
2. Agent Setup (Required)
Each agent must add their agent details:
Go to:
Account > My Information > SOA
Add:
Sales Rep ID #
Signature
Save your changes.
If this step is skipped, forms won’t generate correctly. Save yourself the trouble of having to go back and do it later.
3. Generate the Form
Go to the Client or Lead record and click Generate Medicare Form
Select:
The form type
The agent
Initial method of contact
Submit.
📧 The client receives an email with the form to sign.
4. Automatic Storage
Once signed and submitted:
The completed form is automatically saved
You’ll find it under the client’s Files tab
No manual uploads. No loose paperwork.
🔍 Scope & Consent Requirements
⏳ Expiration & Renewal
Both SOA and Consent forms must be renewed annually.
If the coverage year changes, your documentation needs to change too. One best practice is to implement a Scope of Appointment and Permission To Contact action at the beginning of your Enrollment Season workflow. The most recent open enrollment training series can be found HERE. Look for the automated workflow training day in the series.
🧠 Best Practice
Even if a form is still valid, it’s smart to check in—especially after long gaps in communication.
People’s situations change.
Trust is built by asking, not assuming.
📂 Documentation & Retention
You are required to retain consent documentation for a minimum of 10 years.
RadiusBob helps by:
Storing forms automatically for as long as you have Radius (you can export your attachments at any time)
Keeping them tied to the client record
Making them easy to retrieve if you’re ever asked
WHY THIS MATTERS
🛡️ 1. Stay Compliant Without Slowing Down
Medicare compliance isn’t optional—but it doesn’t have to be painful.
This feature helps ensure:
Forms are completed correctly
Data matches the client record
Documentation exists before the sale
That’s how you stay clean and keep moving.
⏱️ 2. Save Time on Every Interaction
Manual form entry is a time trap.
Auto-generation means:
Less typing
Fewer corrections
More time talking to clients
Multiply that across your book and it adds up fast.
📉 3. Reduce Errors That Cost You
Wrong dates. Misspelled names. Missing fields.
Small mistakes can turn into:
Delayed enrollments
Compliance issues
Lost trust
Auto-populated forms cut those risks way down.
📂 4. Always Have Proof When You Need It
If compliance asks, if a carrier audits, if a client questions timing—
You’ve got:
Signed forms
Time stamps
Everything in one place
No scrambling. No stress.
🎯 Bottom Line
Using Generate Medicare Forms means:
✔ Faster form completion
✔ Fewer compliance headaches
✔ Clean documentation, automatically
✔ More confidence doing Medicare the right way
It’s not just a feature—it’s protection for your time, your book, and your reputation.