Capturing SOA and Consent Forms
Gia collects compliance forms before any plan review meeting.
Medicare (MA) clients: Gia collects a Scope of Appointment (SOA).
ACA clients: Gia collects a consent form.
Gia captures these digitally with timestamps and product selections, and the signed forms are saved directly to the client's profile in GydeOS—so you have a compliant record ready before every meeting.
Is Gia HIPAA Compliant?
Yes. Gyde complies with HIPAA and CMS requirements, using encryption and advanced safeguards to keep client information secure at every step.
All SMS and voice outreach from Gia also follows TCPA and FCC communication standards. Every initial message includes a clear opt-out option, and Do Not Contact (DNC) requests are automatically enforced, removing clients from future outreach.
For more on Gyde's security, compliance, and human oversight practices, see Built for Trust.