Ocasio Group

📞 (305) 306-0504

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    • Home
    • For Providers
    • For Agents
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    • Resourses and Support
      • Healthcare Resources
      • Medicare Basics
Ocasio Group

📞 (305) 306-0504

  • Home
  • For Providers
  • For Agents
  • Contact
  • Resourses and Support
    • Healthcare Resources
    • Medicare Basics

A Resource for Your Medicare Population

Whether you operate an independent physician practice, medical group, healthcare organization, or MSO, our goal is simple: help your Medicare patients understand their options while supporting provider relationships.

How We Support Your Practice

Planvesa serves as a Medicare resource for your patients and staff.


We can assist with:

  • Medicare Education — Helping patients understand Original Medicare, Medicare Advantage, prescription drug coverage, and available plan options.
  • Turning 65 Support — Guiding patients approaching Medicare eligibility through the Medicare enrollment process.
  • Plan & Benefit Reviews — Helping patients understand their current coverage and available options.
  • Provider & Network Verification — Verifying whether preferred physicians, specialists, hospitals, and other providers participate with a plan.
  • Prescription Drug Reviews — Reviewing medications and available prescription drug coverage.
  • Enrollment Support — Providing personalized assistance when an eligible patient chooses to enroll in a Medicare plan.
  • Year-Round Assistance — Remaining available after enrollment to help patients understand and navigate their coverage.

How Your Practice Can Benefit

Changes in Medicare coverage can sometimes result in patients unintentionally selecting a plan that does not include their established physician. By helping patients understand provider networks and coverage options before making a decision, Planvesa can help support continuity of care and patient retention.

  •  A Medicare Resource for Your Staff — Medicare questions can be time-consuming for practice staff. Planvesa serves as an additional resource for patients who need assistance understanding Medicare eligibility, enrollment periods, plan options, provider networks, or prescription coverage.
  • Better-Informed Patients — Our educational approach helps patients understand important considerations such as provider networks, referrals, prescription formularies, copayments, and other plan benefits.
  • Personalized Patient Support — We provide one-on-one assistance based on the individual's coverage needs, medications, preferred providers, and coverage preferences.
  • Year-Round Partnership — Our relationship doesn't end after enrollment. Planvesa remains available throughout the year to assist Medicare beneficiaries with coverage questions and help them understand their benefits.

Ways We Can Work With Your Practice

Planvesa can develop a Medicare support program that fits the needs of your practice, including:

  • Medicare educational materials for patients
  • Turning 65 Medicare education and support
  • On-site Medicare educational events
  • Scheduled patient consultations
  • Medicare enrollment assistance
  • Annual Medicare coverage reviews
  • Dedicated Medicare support for practice staff and patients

Dedicated Medicare Agent Support

Participating practices can receive support from qualified Planvesa agents based on the needs of their locations and Medicare patient population.


Our agents serve as an extension of the Medicare resources available to your practice—providing education, answering coverage questions, assisting with plan and network reviews, and offering personalized Medicare guidance when requested by patients.


Planvesa coordinates agent support and remains your central point of contact, helping provide your practice with consistent and dependable Medicare assistance.

Interested in Working With Planvesa?

Contact us to discuss how Planvesa can support your practice and Medicare patient population.

PARTNER WITH PLANVESA

Licensed and Certified Medicare Advisors
Assisting with Medicare Advantage, Medicare Supplement, and Prescription Drug Plans.


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