Scope of Appointment (SOA) Forms

Activate, configure, and send SOA forms in AMS+.

  • Overview of Scope of Appointment (SOA) forms in AMS+
    OverviewScope of Appointment (SOA) forms are federally required documents that define which Medicare topics an agent may discuss with a client during an appointment, supporting ...
  • How to activate and configure SOA forms in AMS+ settings
    This article explains how to activate and configure Scope of Appointment (SOA) forms in AMS+ to support Medicare compliance requirements.For more on SOAs, including training and...
  • How to add required agent information for SOA forms in AMS+
    To generate Scope of Appointment (SOA) forms for Individual Records and Sales Records in AMS+, including those sent through the Rx Collect portal, agents must add the following ...
  • How to email and text SOA forms from AMS+
    This article explains how to generate and send Scope of Appointment (SOA) forms from Individual Records and Sales Records in AMS+ by email or SMS text message.For more on SOAs, ...
  • How to track SOA form progress in AMS+
    This article explains how to monitor the status of Scope of Appointment (SOA) forms, resend them as needed, and display unsigned forms on the Sales Dashboard.For more on SOAs, i...
  • How to edit SOA details in AMS+
    You can update certain details on a Scope of Appointment (SOA) form after it has been created (even if it has already been completed) provided you meet the permissions criteria ...
  • FAQs about SOAs in AMS+
    You can update certain details on a Scope of Appointment (SOA) form after it has been created (even if it has already been completed) provided you meet the permissions criteria ...