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- 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
Welcome to BARBRI, the trusted global leader in legal education. Continue to access the same expert-led Strafford CLE and CPE webinars you know and value. Plus, explore professional skills courses and more.
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
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.
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This 90-minute webinar is eligible in most states for 1.5 CLE credits.
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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
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