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Employee Referral Campaign Rules

Summa Health & SummaCare Employee Referral Campaign

Employee Referral Campaign Rules

Who is eligible to refer?

  • SummaCare employees, Summa Health employees and Summa Health volunteers who are not current SummaCare Medicare Advantage members are eligible for this campaign.
  • Per CMS guidelines and regulations, employees who provide direct patient care (physicians, physician assistants, nurse practitioners, nurses, pharmacists, etc.), cannot refer their own patients to SummaCare Medicare Advantage plans.
  • SummaCare Marketing, Sales and Member Services staff are also excluded from this campaign.

Who can be referred?

  • The person being referred must be Medicare eligible or eligible to enroll in Medicare within the next 12 months.
  • The person being referred cannot already be a SummaCare Medicare Advantage plan member.
  • The person being referred cannot be someone who is an active Summa Health employee, SummaCare employee or Summa Health volunteer.
  • The person being referred must be residing in one of the 33 Northern Ohio service area counties: Allen, Ashland, Ashtabula, Auglaize, Carroll, Columbiana, Cuyahoga, Defiance, Erie, Fulton, Geauga, Hancock, Henry, Holmes, Huron, Lake, Lorain, Lucas, Mahoning, Medina, Mercer, Ottawa, Portage, Putnam, Sandusky, Seneca, Stark, Summit, Trumbull, Tuscarawas, Van Wert, Wayne, and Wood counties.
  • The person being referred must not have previously contacted SummaCare for information within the last six months.

Other Campaign Rules

  • Receiving a promotional offer is not contingent on the referred person enrolling in a SummaCare Medicare Advantage plan.
  • The person being referred will have three ways to submit their information in order for the employee or volunteer referring them to be eligible for entry in the campaign:
    • The person being referred must submit their own information on the landing page
    • The person being referred must identify the employee as the person who referred them when they complete and submit the form on the landing page; or
    • The person being referred must call 800.292.7873 (TTY 711) to talk with a licensed Medicare Advisor and identify the referring employee or volunteer.
  • Eligible persons will receive promotional offers up to a maximum incentive of $50 per employee/volunteer.
  • Referral entries are on a first-come, first-serve basis. If the person being referred is submitted twice, the earliest submission will receive the gift card.
  • The employees or volunteers who participate in the campaign by referring a Medicare-eligible will receive their gift card(s) within 30 days of the referral date. They will be subject to all applicable taxes.
  • Campaign ends on November 30, 2023 at 11:59 PM.