Guidance for Caretakers

Health Insurance Portability and Accountability Act (HIPAA) regulations require that the person you're caring for must formally permit you to access their health insurance information. Each health insurer will be able to supply you with their required consent forms.

The first step is to complete these forms and send them back to the health insurance provider. Below you'll find the forms required by Martin's Point Generations Advantage.

Your loved one's health care needs may evolve over time. It's important to stay up to date with their health benefits. With their consent, you should:

• Review their health insurance coverage to see if it meets their current needs.
• Assess costs such as deductibles, copays, and premiums to make sure the plan fits their budget.
  
  

Create a file of all your loved one’s medical information to make sure you’ll have access to it when you need it most. The file should contain:

• Diagnosed medical conditions
• A list of all doctors
• Medical, dental, and vision insurance information
• Medical records and history
• Medicines and medication allergies

We're here to support you so you can support your loved one's Medicare journey. Visit our Medicare Resources page to learn about Medicare basics, eligibility, enrollment periods and more. We also offer seminars covering Generations Advantage plans (see link below).