Tag: Assisters

Retaining Personal Identifying Information with Permission & for a Purpose

Enrollment Assisters: One way to save anywhere from 15 minutes to an hour during an enrollment appointment is to avoid having to reset a client’s username and password for a new email address or healthcare.gov. Saving this information from year to year is a sensitive Personally Identifying Information (PII) issue but CMS does in fact, allow it with the proper… Read more →