The 5th Annual Medicare Secondary Payer Conditional Payment Forum

Jul 27, 2021 ‐ Jul 28, 2021

Welcome Remarks and Introduction to Medicare Secondary Payer Conditional Payments

Preview Available

Welcome Remarks and Introduction to Medicare Secondary Payer Conditional Payments

Jul 27, 2021 10:00am ‐ Jul 27, 2021 10:55am

Identification: TUES001

Welcome Remarks

Preview Available

Welcome Remarks

Jul 27, 2021 10:00am ‐ Jul 27, 2021 10:10am

Identification: TUES02

• Rafael Gonzalez, Esq., Partner, Cattie & Gonzalez, PLLC

Introduction to Medicare Secondary Payer Conditional Payments

Preview Available

Introduction to Medicare Secondary Payer Conditional Payments

Jul 27, 2021 10:10am ‐ Jul 27, 2021 10:55am

Identification: TUES03

• An overall review of U.S. code previsions to better comprehend how they impact conditional payments
• Examine the Code of Federal Regulations to avoid potential errors
• Analyze significant and trending case law to pinpoint common trends important to compliance

• Sylvius von Saucken, Epiq Global, Vice President. Strategy & Advisory Services
• Amy Bilton, J.D., MSCC, CMSP-F, Shareholder, Nyhan Bambrick Kinzie & Lowry

Differences and Similarities Between the Plaintiff and Defense Conditional Payment Process

Preview Available

Differences and Similarities Between the Plaintiff and Defense Conditional Payment Process

Jul 27, 2021 11:05am ‐ Jul 27, 2021 11:50am

Identification: TUES04

• Examine the overall conditional payment process for plaintiff and defense attorneys including their mindset and intent, overall goals, and potential concerns and obstacles they must overcome
• Analyze the full conditional payment process for plaintiff and defense professionals to assess their goals, objectives, and barriers they must conquer
• Assess the major differences and similarities in the type of claims, No-Fault/Workers Compensation claims, and liability cases for both plaintiff and defense attorneys/professionals

• Jason D. Lazarus, J.D., LL.M., MSCC, CSSC, Founder, Chief Executivve Officer, Synergy Settlements
• Michelle A. Allan, Principal, Allan Koba Compliance Solutions

Differences and Similarities Between No Fault/Workers Compensation and Liability Conditional Payment

Preview Available

Differences and Similarities Between No Fault/Workers Compensation and Liability Conditional Payment

Jul 27, 2021 12:00pm ‐ Jul 27, 2021 12:50pm

Identification: TUES05

• Analyze the world of No-Fault and Workers Compensation and identify which trigger points produce responsibility for insurance companies to accept a No-Fault/workers compensation claim
• Explore the processes for Liability claims and what prompts the responsibility to reimburse Medicare conditional payments
• Delve into the differences in processes for conditional payments for No-Fault/Workers Compensation and Liability to identify different approaches for successful outcomes

• Catherine Goldhaber, Partner-in-Charge, Chicago, Hawkins Parnell and Young, LLP
• Heather Schwartz Sanderson, Esq., Sanderson Firm

Networking Lunch

Preview Available

Networking Lunch

Jul 27, 2021 12:50pm ‐ Jul 27, 2021 1:30pm

Identification: TUES06

Don’t Miss Out! Turn on your camera and join us in the Virtual Lobby for that face-to-face networking experience we’ve all been missing. Connecting with your peers and vendors including MSP professionals from across the country never been easier - click on an open seat, say hello to familiar faces, and take part in conditional payments discussions. We’ll see you in the lobby!

Mandatory Reporting in the Pre-Settlement Resolution Process

Preview Available

Mandatory Reporting in the Pre-Settlement Resolution Process

Jul 27, 2021 1:30pm ‐ Jul 27, 2021 2:15pm

Identification: TUES07

• Distinguish all components in the Mandatory Reporting pre-settlement process to avoid costly errors
• Identify at which point an insurer or and entity accepts ORM to be prepared for future cases
• Pinpoint which ICD-10 codes are associated with each case in a No-Fault/Workers Compensation claim
• Assess when a settlement occurs and determine when TPOC needs to be reported in No Fault/Workers Compensation cases

• Suzanne Jordan, SCHIP Compliance Manager, Broadspire
• Frank Fairchok, CEO and Owner, NGHP Solutions LLC

Pre-Settlement Conditional Payment Resolution with the CRC

Preview Available

Pre-Settlement Conditional Payment Resolution with the CRC

Jul 27, 2021 2:25pm ‐ Jul 27, 2021 3:05pm

Identification: TUES08

• Generate a complete understanding of the CRC and their processes to have a clear perspective to achieve continued success
• Examine what activates the CRC to seek reimbursement in individual cases to create and understanding of what to look for in your current cases
• Understand the CRC process in identifying payments by Medicare and how to confirm that the payments are related to the claim to avoid complications

• Lavonya Chapman, Esq., RN, CMSP, Associate General Counsel, Optum Settlement Solutions

Pre-Settlement Conditional Payment Dispute Process with the CRC

Preview Available

Pre-Settlement Conditional Payment Dispute Process with the CRC

Jul 27, 2021 3:15pm ‐ Jul 27, 2021 4:00pm

Identification: TUES09

• Comprehend the process of disputing a claim for reimbursement by Medicare to create a step-by-step guide to success
• Produce a checklist of the documentation needed when disputing a claim and create an understanding of what the CRC is searching for
• Review which arguments and evidence are most successful when preparing a dispute and avoid unsuccessful approaches that have failed in the past

• Robert Finley, Esq, Partner, Hinshaw Law
• Ciara Koba, Principal, Allan Koba Compliance Solutions

Pre-Settlement Conditional Payment Appeals Process with the CRC and Closing Remarks

Preview Available

Pre-Settlement Conditional Payment Appeals Process with the CRC and Closing Remarks

Jul 27, 2021 4:10pm ‐ Jul 27, 2021 5:00pm

Identification: TUES002