Medicare Set-Aside Allocations Process

Engagement process

1. Engagement and entitlement review: We confirm scope and conflicts, establish the retainer, and review the individual's Medicare status and reasonable expectation of entitlement with counsel.
2. Records collection and review: We gather medical, pharmacy, and payment records and identify the injury-related conditions and treatments that Medicare would otherwise cover.
3. Rated age and projection period: When appropriate, we coordinate a rated age and establish the projection period that governs the allocation.
4. Allocation by accepted methodology: We project future injury-related medical and prescription costs using the accepted allocation methodology and the pricing basis appropriate to the claim.
5. Report and submission support: We deliver the allocation report and, when requested, support submission and respond to review correspondence in coordination with counsel.

Also for this service

• Medicare Set-Aside Allocations
• Cost and fee structure for Medicare Set-Aside
• Typical timeline for Medicare Set-Aside