• videocam On-Demand Webinar
  • signal_cellular_alt Intermediate
  • card_travel Personal Injury and Med Mal
  • schedule 90 minutes

Medicare Conditional Payment and Medicare Advantage Plan Reconciliation Processes

Techniques to Minimize Repayment Obligations and Maximize Medicare Refunds After a Liability Settlement

About the Course

Introduction

This CLE course will guide personal injury attorneys in navigating the complex processes for reconciling Medicare conditional payments and Medicare Advantage plans to increase a plaintiff's recovery following a personal injury settlement.

Description

To maximize their clients' recovery after a personal injury settlement, personal injury counsel must understand the Medicare Secondary Payer Act's conditional payment reconciliation process. This process involves a series of prescribed steps: completing required forms, producing settlement documentation, and following a strict appeal process.

Medicare Advantage plans, administered by private insurance companies, use the Medicare Secondary Payer Act as their recovery vehicle. Though Medicare Advantage plans arguably have the same recovery rights as traditional Medicare, they are often much more open to agreements based on equity and fairness. Counsel also need to understand the reconciliation process for these plans.

Listen as our distinguished panel explains the process for obtaining Medicare refunds for plaintiffs following a personal injury settlement via the Medicare conditional payment and Medicare Advantage plan reconciliation processes.

Presented By

David L. Place, Esq.
Owner
The Place Firm, PLLC

Mr. Place began his career as a medical malpractice and products liability defense attorney at O'Bryan, Brown & Toner in downtown Louisville. During that time, he traversed Kentucky appearing before courts across the Commonwealth. In 1998, Mr. Place joined the ERISA subrogation firm Sharps & Associates (later to be known as Gibson & Sharps) and began his decades-long career practicing in the subrogation/reimbursement space. For nearly 15 years Mr. Place practiced in this law firm, recognized as a national leader in healthcare subrogation, as a "Litigation Specialist." In that role, he represented large private group health insurance plans, self-funded ERISA groups, Medicare Advantage plans, state Medicaid plans, Stop-Loss plans and disability plans in all fifty states.  

Credit Information
  • This 90-minute webinar is eligible in most states for 1.5 CLE credits.


  • Live Online


    On Demand

Date + Time

  • event

    Tuesday, September 16, 2025

  • schedule

    1:00 p.m. ET./10:00 a.m. PT

I. Navigating the Medicare conditional payment reconciliation process

II. Expedited resolution techniques utilizing the MSPRP

III. Reconciling payments under Medicare Advantage plans

VI. Attorney liability and best practices

V. Obtaining Medicare refunds post-settlement


The panel will review these and other relevant issues:

  • The forms clients must sign to allow their personal injury attorney access to their Medicare information
  • Information to include in the claim notice
  • How to navigate the Medicare Secondary Payer recovery portal
  • How Medicare conditional payments are calculated
  • How to submit a hardship letter to CMS when seeking a waiver or compromise of Medicare interest