A dual eligible patient can switch plans once every quarter from January to September. While there is no set deadline, we suggest you avoid waiting until the end of the month to help a dual eligible patient change their plan so you can avoid potential processing issues. We recommend the patient enroll in a new plan by the 15th of the month to be confident that the new plan will take effect in the following month. 

Here are the enrollment options:

Enroll Online

Select the plan the patient would like to enroll in and Compare Plans.

On the monthly breakdown page, click on Enroll Now under the plan name. This will take you to the online enrollment form. If the patient doesn't feel comfortable navigating the enrollment form, you can certainly do it together!

Enroll by Phone

If the patient would prefer to enroll over the phone or if they would like to discuss it with their family first, you can also print out a comparison report for them which includes the phone number to sign up. 

After selecting the plan or plans you would like to compare and clicking Compare Plans

Click on Print Preview in the top right corner of the monthly breakdown page. 

Directly below each plan's star rating is the phone number the patient can call to enroll. 

You can also easily email this comparison to them by clicking Email in the top right corner and entering the patient's email address. 

What's Next?

Click here to learn more about how to make the most of your dual eligible opportunities.

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