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Preparing for Your Enrollment Visit - Tool for Case Managers

July 25, 2017

ACE TA Center

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

  • The client will complete the first two sections with their Ryan White Program case manager. Once completed, bring the sheet their enrollment appointment.
  • The client will complete the third section during their enrollment appointment. Then bring the sheet back to their case manager.

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