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 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.