Document Updates: Medicare Medicaid Eligibility Attestation + One-Step Attestation Process
We just released two document updates inside Max Methodology that simplify compliance workflows for health insurance agents. Here's a breakdown of what changed and how to use each update.
Update 1: Medicare Medicaid Eligibility Attestation
A new eligibility attestation has been added to the eSign document form.
How to use it:
Open the eSign document form
Select theMedicare Medicaid Eligibility Attestationoption
Populate theFFM IDfield
If you entered it during your most recent policy intake, it will auto-fill
If not, copy and paste it from your records
ClickSend— this will generate the document, email, and text message automatically
What the client sees:
A boilerplate eligibility statement confirming they are not enrolled in Medicare and not currently eligible for Medicaid. They will Sign, Date, and Finish. The completed document will appear in the document portal and can be downloaded and uploaded directly to Health Sherpa.
Update 2: One-Step Attestation Process
The attestation workflow has been upgraded from a two-step process to a single step — meaning both the application summary link and the attestation link now go out in one email and one text.
How it works:
Go toAttestation and Confirmation
Upload the required file
ClickSend Document for Signature
What changed in the email and text templates:
First link— Application summary (triggers the timestamp when the client opens it)
Second link— The attestation document for signature
Both links are now included in a single email and text message. Previously, clients received two separate messages. That second touchpoint was a friction point — this update eliminates it.
Additional initials required (per CMS requirements):
Income review initial
Special enrollment period attestation initial
These have been added to the PDF to maintain compliance. Once the client completes the form, the initialed copy will be tied directly to the attestation itself.
Why This Matters
Agents were waiting on a second email or text just to get attestations signed. That delay is gone. Both documents go out together, the client handles everything in one session, and you stay compliant with CMS requirements throughout.
Cautionary Reminders
Double-check the FFM ID before sending — an incorrect entry will cause delays
Ensure all required initials are collected before the client finishes
Have questions? Drop them in the Max Methodology Facebook Group!