Julie, a consumer, is having difficulty understanding the information her agent, Victor, is presenting at her in-home appointmen
t. She provides Victor with her cousin's telephone number and email address and asks him to explain the plan to her cousin, who frequently assists with her health care decisions. The next day, Victor emails Julie's cousin. Has Victor been compliant?
In this specific scenario, Victor has not been compliant and has violated the call guidelines set forth by the CMS permissions. This is because he contacted Julie's cousin without first obtaining his consent. Since the email is his private information it is a violation to simply accept the email address and contact the recipient. In order to be compliant Victor should have declined the request from Julie until Julie talks to her cousin and the cousin provides permission.
