Every referral comes from a licensed clinical setting. The patient consented. The clinical record travels with the referral. You arrive knowing everything. Certification takes under 90 minutes and is valid through December 2027.
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Register with your NPN and license states, set a password, and verify with a one-time email code. No FMO affiliation required.
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Every PCC referral includes a complete clinical brief assembled from the patient's medical record — plus which of more than 20 coverage-gap alert types triggered the referral. You're not cold-calling. You're completing an appointment the patient agreed to — with a provider they already trust.
You know what they're taking, what tier it's on, and what it's costing them before the conversation starts. No discovery phase. You arrive with solutions.
Chronic conditions, plan name, Part A and Part B dates where available. You know immediately whether a C-SNP, D-SNP, or Extra Help is worth discussing.
The clinical staff identified why this patient needs help — formulary change, out-of-network specialist, approaching eligibility, plan termination, subsidy eligibility. You know the presenting problem before hello.
Every client you place correctly today is a referral you'll receive again next AEP — with their latest clinical record already attached. No outreach required. At referral generation, PCC checks agent-of-record status in your PCC agent profile or through your FMO platform, whichever you use. When you're confirmed as agent of record, the lead routes back to you at no charge.
Agents join PCC with their license information, complete certification, and set scheduling and geography in the PCC agent profile. You can operate entirely on PCC — receive referrals, import to your own workflow, and match returning clients via AOR — or work through your FMO platform when that is how you run your book. Either path is a first-class way to participate.
The certification exists to protect the clinical relationship that generates these referrals, and was developed in conjunction with the Rural Health Association's Medicare Education program and based on 15 years of working directly with providers. Providers need to know that the advisors their patients are being connected to meet a professional standard. The bar is real — and not high.
Register with your NPN, license states, and contact details — no FMO affiliation required. Verify by email, then open your agent console. If you use an FMO or CRM, you can note it optionally; it is not a gate to certification.
A brief online course covering the clinical referral workflow, patient communication standards, and coverage navigation basics. No in-person requirement. Most agents complete it in under 90 minutes.
Referrals route only to agents who can accept leads. Set your availability and scheduling in your PCC agent profile — or in your FMO's platform, whichever you use.
Fully briefed referrals land in your PCC agent console. Import to your CRM when you want, or work the lead in PCC. The patient is expecting your call — the provider arranged it.
Create your account, verify by email, complete certification, and set availability in PCC — or through your FMO platform, whichever you use.
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