Preparing for Your Enrollment Visit - Tool for Case Managers

Preparing for Your Enrollment Visit - Tool for Case Managers

July 2017
ACE TA Center
Preparing for Your Enrollment Visit - Tool for Case Managers

Is your client ready to enroll in a health insurance plan through the Marketplace? Use this worksheet to help clients gather all the information they will need for their first appointment with an enrollment assister.

  • The client will complete the first two sections with their Ryan White Program case manager, and then bring this sheet to their enrollment appointment.
  • The client will complete the third section during their enrollment appointment, and then bring the sheet back to their case manager.
Related ACE TA Center Resources