Toolkit for Delivering Services Remotely

Delivering Services remotely

Toolkit 

This toolkit and partner resources are intended to inform State Health Insurance Assistance Programs (SHIP), Medicare Improvements for Patients and Providers Act (MIPPA), and Senior Medicare Patrol (SMP) grantees. Throughout this toolkit, you will find sample guidelines for using technology to reach beneficiaries, delivering sensitive information safely, counseling remotely, and preparing for future public health emergencies, disasters, and more.

Team Member Support

• Checklist for Counseling Remotely
• Medicare Counseling Information Form Template
• Technologies for Counseling Remotely
• Navigating Challenging Client Contacts Resource List
• Delivering Personal Protected Information (PPI) Remotely

Virtual Events 

• Virtual Event Production Guide and Checklist
• Virtual Event Presenter Template
• Virtual Event Etiquette and Preparation Checklist

Partner Program Resources

• engAGED, the National Resource Center for Engaging Older Adults:
  • Tapping Into Technology to Stay Connected and Engaged (how to help older adults access technology). This guide is also available in Spanish.
  • Implementing Hybrid Programs: Considerations and Best Practices for Aging Network Organizations
  • Implementing and Expanding Virtual Programming for Older Adults
• National Council on Aging (NCOA):
  • Tools for reaching a remote audience
  • MIPPA sample outreach materials
• Senior Medicare Patrol (SMP)
  • Medicare fraud schemes, Medicare Fraud Prevention Week, and SMP Consumer Fraud Alerts
• •  OIG DHS Report Corruption, Fraud, Waste, Abuse, Mismanagement or Misconduct

Sarety, Disaster, and Emergency Preparedness