The Road to Success With Care1st MARKETING Do's & Don'ts As many of you may not be aware, CMS states that “The definition of marketing materials extends beyond the public’s general concept of advertising materials to include notification forms and letters used to enroll, disenroll, and communicate with the member regarding many different membership scenarios.” Now, with that said, here are the do’s and don’ts to be sure you remain CMS complaint. The Do’s: • Conduct in-home sales presentations with CMS-approved sales materials when you have a confirmed appointment with the resident. • Educate members about any available state assistance programs. • Comply with the National-Do-Not-Call Registry, and honor “do not call again” request • Participate in industry Health Fairs and present, where appropriate, to answer any potential questions. • Offer a gift of less than $15 retail value to any sales event participant, regardless of enrollment. • Know that the plan will conduct welcome calls to recently enrolled beneficiaries to confirm enrollment and ensure that the new member has an understanding of plan rules. • Give the following disclaimer in writing to the member prior to enrollment of at the time of enrollment: “The person that is discussing Plan options with you is either employed by or contracted with <name of Organization> and maybe compensated based on your enrollment in a plan.” • Conduct sales presentation in areas such as the cafeteria of a nursing home or senior center. The Don’t: • Conduct door-to-door solicitation or outreach prior to receiving an invitation from the prospect to provide assistance in his or her home. • Imply in any written materials or other contact with the beneficiary that the organization has the authority to determine the member’s eligibility for state assistance programs. • Share any member information, financial or otherwise, with any entity not directly involved in the outreach process. • Call any prospect after Federal or State calling hours. • Accept enrollment forms at industry health fairs. • Offer any gift as an inducement to enroll in the Plan. • Conduct sales presentations in a health care setting. • Take part in any discriminatory marketing practices such as “cherry picking” healthier patients.