Home › Appointment Prep Kit

Bring this, and your consult does twice as much.

Print this page, fill it in at the kitchen table, and bring it to your appointment, or just have it handy when we call.

Your medications

Include everything, prescriptions, dosage, and how often. This is what lets us check drug plans against YOUR list.

Everyone you want to keep seeing, primary care, specialists, dentist if you want dental coverage quoted.

I have my Medicare card (or my 65th birthday is coming up on: ______________ )

I'm still working / have employer coverage

I spend part of the year in another state (which: ______________ )

I currently have a plan (company & plan name: ______________ )

My spouse also needs Medicare help

Bring it in, Osage Beach office or your kitchen table. The consultation is free.