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Sending Medicare Campaigns

If your pharmacy has Patient Communications, you can send Medicare-related outreach campaigns to patients identified through the Medicare Eligible patient list. Medicare campaigns can be used to educate patients about Medicare plan review services and encourage them to discuss their coverage options with your pharmacy

Access Medicare Eligible Patients

  1. Select Patients from the left navigation menu
  2. Select Medicare Eligible

The Medicare Eligible patient list helps identify patients who may benefit from a Medicare plan review and Medicare Plan Finder services. Patients can be filtered and prioritized based on enrollment status, prescription cost information, and other Medicare-specific criteria.

Select Patients for Outreach

  1. From the Medicare Eligible patient list, select one or more patients.
  2. Select OnDemand.
  3. Configure the campaign settings.
  4. Schedule the campaign

Campaign Limits

Note: OnDemand campaigns are limited to 500 patients per campaign

Prioritize Outreach

The Medicare Eligible patient list includes tools that can help identify patients who may benefit from Medicare plan review services. Consider prioritizing outreach to:

  • Patients in the Plan Review Eligible status.
  • Patients currently in Open Enrollment.
  • Patients approaching their Initial Enrollment Period (IEP).
  • Patients with higher prescription costs or average copays.
  • Patients identified by the Income filter who may benefit from a discussion about Medicare cost-saving opportunities

Best Practices

  • Send campaigns to patients during Open Enrollment to encourage Medicare plan reviews.
  • Use Medicare-specific filters to identify patients who may benefit most from outreach.
  • Review patient eligibility and contact preferences before scheduling campaigns.