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Video DVD

Medicare and Medicaid Liens for Paralegals: Navigating the Portal and Other Requirements

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Copyright Date
February, 2019
Product ID#
81718DVDCDR
Credit Information
Paralegal Education
6.00 - CA MCLE Paralegal

including - Ethics: 1.00

6.00 - DE Certified Paralegal Program

including - Ethics: 1.00

6.00 - FL Registered Paralegal

including - Ethics: 1.00

6.00 - IN Paralegal CLE

including - Ethics: 1.00

6.00 - MT CLE Credit for Paralegals

including - Ethics: 1.00

6.00 - NALA

including - Ethics: 1.00

6.00 - NFPA

including - Ethics: 1.00

6.00 - OH Certified Paralegals

including - Ethics: 1.00

6.00 - NM Paralegal Division, State Bar of NM

including - Ethics: 1.00

6.00 - TX TBLS Paralegal Certification

including - Civil Trial Law: 6.00
Personal Injury Trial Law: 6.00


Intermediate
Civil Litigation & Trial Skills

Select a Course Format

OnDemand Video

$299.00

Video Download

$299.00

Video DVD

$299.00

Course Book Download

$99.00

Course book included with all formats

  • Overview
  • Agenda
  • Credit
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Program Description

Do you know the ins and outs of Medicare and Medicaid liens? Can you efficiently make your way through the new Medicare Secondary Payer Recovery Portal? This essential guide will walk you through the processes and procedures for Medicare conditional payment recovery, the notification process for CMS and much more! Don't miss this opportunity to enhance your knowledge and play a key role in the process - order today!


Course Content

  1. Medicare Secondary Payer, Conditional Payments and Set-Asides: Recent Changes
  2. Medicare Conditional Payment Recovery
  3. CMS Notification Process and Communication Tips
  4. Navigating the Medicare Secondary Payer Recovery Portal
  5. Medicare Set-Asides
  6. Understanding How Medicaid Impacts the Case
  7. The Medicaid Secondary Payer Statute and CMS 2390-F - New Requirements
  8. Paralegal Ethics

Agenda / Content Covered

All times are shown in Eastern time

  1. Medicare Secondary Payer, Conditional Payments and Set-Asides: Recent Changes
    10:00 - 10:30, Casey Fundarek
  2. Medicare Conditional Payment Recovery
    10:30 - 11:30, Casey Fundarek
    1. Conditional Payment Essentials and Process Overview
    2. Rights and Responsibilities Letter
    3. Conditional Payment Letter
    4. Disputing Unrelated Payments
    5. Criteria for Obtaining CMS Approval
    6. Recovery Demand Letter
    7. Forms and Checklist
  3. CMS Notification Process and Communication Tips
    11:45 - 12:15, Casey Fundarek
    1. Reporting the Case
    2. Getting Quick Responses: Tips and Tactics That Really Work
    3. The Amended Review Process
  4. Navigating the Medicare Secondary Payer Recovery Portal
    12:15 - 12:45, Susan V. Mason
  5. Medicare Set-Asides
    1:15 - 2:15, Susan V. Mason
    1. Evaluating the Case for Future Medicals
    2. Allocations and Calculating MSA Amounts
    3. Medical Care to Include in the MSA
    4. Preparing MSA Proposals
    5. Tips for Successful Submissions
    6. Funding, Monitoring and Administration
  6. Understanding How Medicaid Impacts the Case
    2:15 - 3:15, Susan V. Mason
    1. Medicaid Overview and Rights of Recovery
    2. Medicaid Resolution in Personal Injury Cases: Process and Procedure
    3. Identifying Liable Third Parties as Primary Payers
    4. Working with Medicaid Agencies
    5. Protecting Medicaid's Future Interest
  7. The Medicaid Secondary Payer Statute and CMS 2390-F - New Requirements
    3:30 - 4:00, Susan V. Mason
  8. Paralegal Ethics
    4:00 - 5:00, Casey Fundarek
    1. Obligations Towards Third Parties
    2. Avoiding UPL
    3. Communication with Client
    4. Maintaining Client Confidentiality

Accreditation Details:

Credit Information
Paralegal Education
CA MCLE Paralegal - 6.00

including - Ethics: 1.00

This program meets the California MCLE Paralegal requirement as specified in Business and Professions Code Section 6450(d).
DE Certified Paralegal Program - 6.00

including - Ethics: 1.00

This course will qualify for 6.0 hours of continuing education for paralegals, including 1.0 hour of ethics, toward the eligibility requirements of the DPA Delaware Certified Paralegal Program.
FL Registered Paralegal - 6.00

including - Ethics: 1.00

This course will qualify for 6.0 hours of self-study continuing education for paralegals, including 1.0 hour of self-study ethics credit, toward the eligibility requirements of the Florida Registered Paralegal Program.
IN Paralegal CLE - 6.00

including - Ethics: 1.00

This course will qualify for 6.0 hours of distance learning continuing education for paralegals, including 1.0 hour of ethics, toward the eligibility requirements as a paralegal affiliate member of the Indiana State Bar Association. No more than 3.0 hours of distance learning CLE credit may be earned during a reporting period.
MT CLE Credit for Paralegals - 6.00

including - Ethics: 1.00

This program may qualify for up to 6.0 hours of self-study CLE credit by the Montana Commission on Continuing Legal Education, including 1.0 hour of ethics. No more than 4.0 hours of self-study CLE credit may be earned during a reporting period.
NALA - 6.00

including - Ethics: 1.00

This seminar meets the requirements of the Certifying Board for Legal Assistants of the National Association of Legal Assistants, Inc., for 6.0 hours, including 1.0 ethics, of continuing legal assistant education self-study credit required to maintain the CLA (Certified Legal Assistant) credential.
NFPA - 6.00

including - Ethics: 1.00

This seminar has been approved by The National Federation of Paralegal Associations, Inc. (NFPA) for 6.0 hours of Continuing Legal Education self-study credit, including 1.0 hour of ethics.
OH Certified Paralegals - 6.00

including - Ethics: 1.00

This course will qualify for 6.0 hours of self-study continuing education for paralegals, including 1.0 hour of ethics, toward the eligibility requirements of the Ohio State Bar Association Paralegal Certification program.
NM Paralegal Division, State Bar of NM - 6.00

including - Ethics: 1.00

Approved by the Paralegal Division of the State Bar of New Mexico for 5.0 general self-study credit and 1.0 ethics self-study credit (for a total of 6.0 hours CLE).
TX TBLS Paralegal Certification - 6.00

including - Civil Trial Law: 6.00 Personal Injury Trial Law: 6.00

This course has been approved by the Texas Board of Legal Specialization for certification and recertification continuing legal education requirements for paralegals and legal assistants. Certification areas: Civil Trial Law and Personal Injury Trial Law

CASEY FUNDAREK is the Medicare Secondary Payer compliance attorney for Sharpline Allocations, Inc. She oversees all Medicare conditional payment matters and Medicare Set-Aside re-review and amended review defenses, and develops Medicare Set-Asides, Medical Cost Projections, and Zero Medicare Set-Aside evaluations. Ms. Fundarek guided clients through their Medicare-related issues for the past four years, helping them understand their liability, use all available defenses and mitigate future medical exposure for both workers’ compensation and liability claims. She attends claim review and other client meetings to provide strategic insight on the Medicare-related issues. Ms. Fundarek received her Bachelor of Science degree from Texas Christian University and her Juris Doctor degree from Valparaiso University School of Law. When she is not tackling Medicare issues, Ms. Fundarek enjoys taking care of her three labs and designing knit caps.

SUSAN V. MASON is an attorney at First Review, Inc., and is licensed to practice law in Pennsylvania and Ohio. Her legal work for 20+ years has focused on workers’ compensation litigation. For the last 15 years, she has also concentrated her practice in the evolving field of Medicare Set-Asides and compliance with the Medicare Secondary Payer Statute. She is a certified Medicare Set-Aside Consultant (MSCC). Ms. Mason has litigated hundreds of workers’ compensation cases from trial to appeal. Her clients have included international and national employers, insurance carriers, and third-party administrators. She also provides Medicare compliance consulting, Medicare Set-Aside allocation reports, submissions to CMS, and conditional payment search and negotiations for employers, employees and both plaintiff and defense attorneys across the country when the Medicare Secondary Payer Act (MSP) applies to a settlement as a result of a claimant’s age, Social Security entitlement, or the value of the settlement. Ms. Mason is a graduate of Chatham University and the Widener University School of Law. She is a member of the Allegheny County Bar Association, the Pennsylvania Bar Association, and is an active member of the National Alliance of Medicare Set-Aside Professionals (NAMSAP).

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Institute for Paralegal Education
PO Box 3187
Eau Claire, WI 54702

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