- videocam On-Demand
- 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
Welcome! Strafford is now BARBRI! The expert courses you know from the trusted global leader in legal education.
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

Mr. Place exclusively assists personal injury victims and plaintiff counsel with complex lien resolution problems using his vast knowledge of the other side’s techniques. Mr. Place spent fourteen years representing large private group health insurance plans, self-funded ERISA groups, FEHBA plans, Medicare Advantage plans, state Medicaid plans, as well as stop-loss and disability plans in their subrogation/recovery programs. He asserted subrogation/reimbursement rights for those groups in all fifty states, personally recovering nearly one hundred million dollars for the insurance industry.
-
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
Outline
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
Benefits
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
Unlimited access to premium CLE courses:
- Annual access
- Available live and on-demand
- Best for attorneys and legal professionals
Unlimited access to premium CPE courses.:
- Annual access
- Available live and on-demand
- Best for CPAs and tax professionals
Unlimited access to premium CLE, CPE, Professional Skills and Practice-Ready courses.:
- Annual access
- Available live and on-demand
- Best for legal, accounting, and tax professionals
Unlimited access to Professional Skills and Practice-Ready courses:
- Annual access
- Available on-demand
- Best for new attorneys
Related Courses

AI in Personal Injury Litigation: Practical Guidance for Avoiding Unforced Errors and Avoiding Sanctions
Tuesday, November 4, 2025
1:00 p.m. ET./10:00 a.m. PT
Recommended Resources
Making Continuing Education Work for You, Anytime, Anywhere
- Learning & Development
- Career Advancement
Getting the Most Out of BARBRI Resources
- Learning & Development
- Business & Professional Skills
- Talent Development