Scope of Appointment (SOA)
SOA Records
Track and manage scope of appointment records for Medicare compliance.
| SOA ID | Client | Date Obtained | Appointment Date | Products | Method | Status | |
|---|---|---|---|---|---|---|---|
| SOA-1001 | John Smith | May 8, 2025 | May 15, 2025 | Medicare Advantage | Digital | Valid | |
| SOA-1002 | Maria Johnson | May 7, 2025 | May 12, 2025 | Medicare Supplement | Paper | Valid | |
| SOA-1003 | Robert Davis | May 6, 2025 | May 20, 2025 | Medicare Advantage, Part D | Digital | Pending Review | |
| SOA-1004 | Sarah Williams | May 5, 2025 | May 10, 2025 | Medicare Part D | Digital | Valid | |
| SOA-1005 | James Brown | May 5, 2025 | May 8, 2025 | Medicare Advantage | Paper | Invalid |
Showing 5 of 156 records
Total SOA Records
156
+12 this month
Compliance Rate
94%
+2% from last month
SOA Methods
Digital
68%Paper
32%Upcoming Appointments
8
Next 7 days