Which document is used to record the scope of topics discussed during a marketing event?

• A. Enrollment form
• B. Scope of appointment form
• C. Privacy notice
• D. Medical release

Answer: (B)

A Scope of Appointment captures what topics can be discussed during a marketing event. It’s the specific record that a beneficiary signs to authorize conversation about certain products or services, ensuring the discussion stays within the topics agreed to in advance. This helps satisfy CMS marketing rules and provides a clear, auditable trail that the agent and the beneficiary were aligned on what would be talked about.

Other documents have different purposes. An enrollment form is used to sign someone up for a plan. A privacy notice explains how a person’s health information is protected. A medical release authorizes sharing medical information. None of these define or record the topics of discussion for a marketing encounter.