Medicare Set Aside
The Medicare Set Aside program equips participants with all the knowledge and practical skills required to acquire certification in the Medicare Set-Aside Allocation (MSA) field. The University of Florida's certificate program is a dynamic, interactive learning experience. Upon completion of this program, participants will be eligible to sit for the national (MSCC) certification exam offered by the International Commission on Health Care Certification (ICHCC) and receive the designation of Medicare Set-aside Certified Consultant.
This online program is designed to prepare working professionals with an overview of the MSA process and familiarizes the participant with the CMS website, as well as the acronyms and definitions of the terms used in this field. This course takes students through the CMS Memorandum Highlights and provides a sample MSA. Participants are provided with a case example complete with medical records and step by step instructions, so that students may practice doing an MSA arrangement. Upon completion of the program students will receive a certificate of completion that can be used when applying for certification from the Commission on Health Care Certification.
Program Cost is $625 for the 30 hour program.
This is an entirely online self-paced (30 contact hour) program.
The online material consists of pre-recorded lectures, assigned reading and a multiple choice final exam. There is an instructor of record who will respond to participant inquiries about any of the instructional content.
The program consist of the following modules:
- Introduction to Medicare Set-Aside Arrangements
- Medicare Secondary Compliance
- Differences Between Life Care Plans and MSA
- Differences Between Medicare and Medicaid
- Role of the Attorney in the MSA Process
- Medicare Allocation Cost Projection
- Medicare Part D, Workers Compensation and MSA Workers Compensation, TPL and Supplemental Trust
- Rising Financial Solutions
- Structured Settlements vs. Lump Sum Payments
- Case Study in Developing an MSA
- Identify the theoretical and applied foundations for the MSA
- Recognize that adherence to a consistent methodology is essential to develop an acceptable MSA
- Recognize the multidimensional and transdisciplinary nature of the MSA process
- Understand the process required to submit an acceptable MSA
- Understand and be able to maneuver the CMS website
- Understand when an MSA is appropriate
- Understand the professional administration of funds
- Understand the role of the COBC
- Understand the role of the Structured Settlement Broker
- Understand the difference between Customary and Fee Schedule
- states and how that applies to the MSA
- Professional Orientation to the Centers for Medicare & Medicaid Services (CMS)
- The Who, What, When and Why's of Medicare Set-Aside Allocations
- Resources Available to the MSA Professional
- When is a referral for an MSA appropriate?
- Attorney Lien/Conditional Payment
- Professional Administration of the Medicare Set-Aside Allocation
- Consistent Errors Seen by CMS and How to Avoid Them
- Medicare Secondary Payer Recovery Center
- Structured Settlements
Developed and taught by some of the most respected names in Medicare Set-Asides, the University of Florida's MSA academic team brings a wealth of experience and knowledge to this program.
Robert T. Lewis, Esquire
Mr. Lewis is Chief Legal Officer and Vice President of Crowe Paradis Service Corporation and has a national practice focusing on Medicare compliance and claims impacted by the Medicare Secondary Payer Statute. He is a frequent lecturer and has written a number of articles addressing this emerging area of law. Mr. Lewis also represents employers, self-insured companies, and insurance carriers in workers' compensation defense matters in New Jersey. Prior to moving to New Jersey, he handled workers' compensation and liability defense matters in North Carolina.
Fran Provenzano, RN, BSN, CDMS, CCM, CLCP, MSCC
Fran Jacoby Provenzano has been on the innovative cutting edge in Nursing for the past 2 decades. After earning her RN License and BSN Degree in the 1970s, Fran moved into Disability Management obtaining her CDMS in the late-1980s. She was among the first nurses in the Nation to gain certification in Case Management (CCM) and followed this rapidly by obtaining her Certification in Life Care Planning (CLCP). She has now added the latest in innovative certification (MSCC) as a Medicare Set-Aside Allocator.
In early 2004, Fran established Medicare Set-Aside Specialists (MSA Specialists) and has quickly become recognized as one of the most knowledgeable professionals in that field. Her organization has been accepted on the national approved provider list for several major insurance carriers as well as some of the nation's top TPAs. MSA Specialists offers its services nationwide and has 4 regional service centers (Florida- to serve the Southeast, New York- to serve the Northeast, Michigan- to serve the Midwest and California- to serve the West). Fran has participated on a National level as a speaker regarding MSAs for the past two years. Fran is certified to provide CEU credits on MSAs to Insurance Adjusters in the State of Florida.
If a participant does not complete the course within the allowed 6 month time frame, the course will expire and the participant will no longer have access to the course. Based on individual circumstances participants can request an extension on a monthly basis and will be charged an administrative fee of $250 per month.
Voluntary Suspension Policy
Participants may request a one-time voluntary suspension whereby the participant will be removed from the course for a specific period of time (not to exceed 6 months) and will be readmitted to the program (for an administrative fee of $250) in order to complete the remainder of their 6 month enrollment.
A tuition refund will be granted after written request for withdrawal from a course within 30 days of enrollment. This request must be in writing, and may be sent by fax, email, or U.S. mail. All requests will receive written responses. Refunds will be the amount of tuition, less a $50.00 processing charge. Allow four to six weeks for refund checks. No refunds are granted after 30 days. If you are an existing participant and would like to request any of the options listed above please send an e-mail to the program.