What should Warren do first when approached with a question about Medicare prescription drug plans?

When approached with a question about Medicare prescription drug plans, the first step Warren should take is to complete a scope of appointment form with Beth. This form is essential because it outlines the specific topics of discussion and ensures that both Warren and Beth are on the same page regarding the consultation.

Completing a scope of appointment form is a best practice in healthcare communications, particularly in the context of discussing sensitive topics such as Medicare and its various plans. This step not only shows professionalism but also helps to comply with regulations that govern these discussions. It establishes a framework for the conversation, allowing Warren to address Beth’s questions effectively and ensuring that the discussion remains focused and within the intended scope.

This initial action sets the stage for a more in-depth conversation about Medicare prescription drug plans, allowing Warren to provide tailored information that meets Beth's needs.