Assess Ability

Prior to settlement in a workers' compensation case, a Medicare set-aside allocation is required by law (42 U.S.C. 1395Y) and is established from a portion of the WC settlement to ensure that the funds required to pay for future medical expenses are identified as they are related to the job injury, while taking the interests of Medicare into consideration.

Our professionally trained Medicare Set-Aside Allocators can:

• Prepare and forward a Medicare Set-Aside Arrangement Proposal including Cost Analysis to CMS

• Review medical payment history to assess conditional payment reimbursement

• Provide a comprehensive review of medical records

 Requesting an MSA allocation?

  Gather the following information, contact us and we can then initiate the MSA process:

• Initial treatment report / medical records of injury.

• Last three years of medical records.

• Operative reports that are not contained in the last three years of records.

• Any documentation of MMI, impairment ratings and extent of disability.

• Medication and DME history, if available.

• Copy of settlement agreement or settlement details.

• Last two years of medical billing summary (payout screens) for treatment, transportation, medication, durable medical treatment, attendant care, facility care.

• Signed release forms.