Form Cms-L564 - Request For Employment Information, Medicare True/false/multiple Choice Quiz Etc. Page 11

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Case Study — Justin Time
_________________________________
Justin Time will turn 65 and be retiring in
_________________________________
4 months. After talking with the benefits
_________________________________
manager at his employer, he is very
_________________________________
confused about Medicare and what it
_________________________________
does and does not pay for. Since he will
_________________________________
be getting retiree insurance from his
_________________________________
employer, he is not sure if he really
_________________________________
needs Medicare at all.
_________________________________
_________________________________
What information would you give him?
*Complete a Client Contact form on
Justin
Case Study - Mrs. Carroll
Mrs. Carroll called the SHINE office for
_________________________________
st
help on June 1
for help with a
_________________________________
problem. Mr. Carroll, much to his wife’s
_________________________________
dismay, refused to sign up for Medicare
_________________________________
Part B when he was initially eligible. He
_________________________________
is very proud of the fact that he has only
_________________________________
spent $1,000 for medical care in the last
_________________________________
3 years. As he repeatedly told his wife,
_________________________________
that is cheaper than paying the Part B
_________________________________
premium for the last 3 years.
_________________________________
Mr. Carroll now needs to have surgery.
His wife is beginning to realize some of
the problems involved as a result of an
uninformed decision he made three
years ago.
List the problems he will now face.
Day 1 – 2014
7

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Parent category: Business