• videocam Live Webinar with Live Q&A
  • calendar_month June 10, 2026 @ 1:00 PM ET/10:00 AM PT
  • signal_cellular_alt Intermediate
  • card_travel Personal Injury and Med Mal
  • schedule 90 minutes

Medicare Liens: Obtaining and Appealing Medicare Final Demands; Navigating the Five Levels of Medicare Appeals

About the Course

Introduction

This CLE course will provide personal injury counsel for both plaintiffs and defendants, as well as adjusters, with practical tips and considerations for obtaining a final demand using the Medicare portal and for appealing a post-final demand.

Description

When personal injury plaintiffs accept Medicare benefits to cover accident-related bills, they are obligated to pay back the government if a third party later takes responsibility for causing the underlying injuries, as demonstrated by a settlement, judgment, or another award. Medicare is usually entitled to reimbursement of its expenditures on accident-related medical care.

The Medicare beneficiary must first obtain a "final demand" using the Medicare "Portal." The panel will review this complicated and confusing process and offer tips for navigating it correctly. The final demand can be challenged through an appeals process.

The Medicare appeals process is a multi-step process entered into once Medicare has issued its final demand or amount owed to the Medicare program. The process is different for different Medicare Parts and has five different levels culminating at the district court. Each level has strict time limits, forms, and processes. Failure at any level cuts off further review.

Listen as this esteemed panel guides counsel through how to use the Medicare Portal correctly and then through the appeals process.

Presented By

John V. Cattie Jr.
Managing Partner
Cattie & Gonzalez, PLLC

Mr. Cattie focuses his law practice exclusively on MSP and MSA issues, providing legal opinions regarding reporting and repayment obligations as well as assessing a client’s future medical exposure under the MSP Act. In the MSA area, he has personally reviewed or overseen the review of over 10,000 distinct fact patterns. Federal and state court opinions such as Smith v. Marine Terminals of Arkansas, Tye v. Upper Valley Medical Center, and Doe v. Company X cite his analysis favorably.

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

    Wednesday, June 10, 2026

  • schedule

    1:00 PM ET/10:00 AM PT

I. Using the Medicare Portal

II. Appeals

A. Redeterminations by a Medicare Administrative Contractor

B. Reconsiderations by a Qualified Independent Contractor

C. ALJ appeals to the Office of Medicare Hearings and Appeals

D. Medicare Appeals Council Appeals

E. District court

The panel will review these and other pivotal issues:

  • When using the Medicare Portal, what mistakes cannot be corrected?
  • What are the most common types of mistakes Medicare makes when issuing a final demand?
  • Is the Portal form and AI-driven?
  • What types of appeals are most likely to succeed?
  • How soon should appeals be made?
  • Who decides appeals?