# Use AEP Radar and Scope of Appointment

Review annual plan changes and track appointment documents through their visible states.

Reviewed 2026-10-28

## Review annual changes

Open **AEP Radar** from Dashboard when it is available to your role. Confirm the comparison years and scope before reviewing clients.

Use the displayed change categories to prioritize review. Open a client and compare the current plan, proposed year, and relevant prescription information before deciding on follow-up.

A notice that there is not enough plan data is not a finding that nothing changed. If the sweep could not load, refresh or retry before interpreting the results.

## Check the individual record

Confirm the person and plan year in CRM. Review the Medicare profile and saved plan options, then record the next appropriate task.

Radar is a review aid. Its change indicators do not enroll a client, send outreach, or prove that a client has authorized contact.

## Prepare a Scope of Appointment

Open the client's Scope of Appointment controls. Review the intended person, appointment context, product selections, and the fields required by the current form.

Review the document before using its available signing or delivery action. Verify the destination and authority to send. Keep real client details out of training examples and public website content.

## Verify signing

Inspect the document's current state after delivery. A prepared or sent document is not a signed document. Reopen the client record and verify the signed result before treating the appointment documentation as complete.

If the recipient reports a link problem, inspect the existing document and delivery state before creating another request. Use the supported delivery controls rather than editing a personalized link.

## Review follow-up automations

An organization may configure a workflow after a supported client action. Check **Settings**, **CRM & Sales**, **Automations** before enabling follow-up associated with a signed document.

Review the workflow's recipients and actions. A signed document, a started workflow, a sent message, and delivered outreach are separate results.

Follow your organization's current appointment and outreach requirements. This guide explains Workganic controls and does not establish eligibility or replace those requirements.