Agenda

Tuesday - January 12, 2021

12:00 AM 12:00 AM

12:00 AM 12:00 AM

12:00 AM 12:00 AM

12:00 AM 12:00 AM

Chairperson’s Opening Remarks

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

12:00 AM 12:00 AM

12:00 AM 12:00 AM

12:00 AM 12:00 AM

12:00 AM 12:00 AM

Precise Reporting to CMS from the Medicare Beneficiary and the Responsible Reporting Entity

  • Assess what information the Medicare Beneficiary and his or her counsel should report to CMS
  • Understand what the RRE or the payer is obligated to report to CMS
  • Examine the process once all information is reported to avoid inappropriate conditional payments and prevent Medicare from expecting future allocated funds

Sylvius von Saucken, Esq., Vice President. Strategy & Advisory Services,
Epiq Global

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

12:00 AM 12:00 AM

12:00 AM 12:00 AM

12:00 AM 12:00 AM

12:00 AM 12:00 AM

Break

12:00 AM 12:00 AM

12:00 AM 12:00 AM

12:00 AM 12:00 AM

12:00 AM 12:00 AM

Dealing with The CRC and BCRC to Resolve Conditional Payments in Liability, No-Fault, and Workers Compensation Claims

  • Understand the BCRC process to resolve conditional payments with the Medicare beneficiary and counsel
  • Delve into the CRC process to resolve conditional payments with the payer
  • Calculate the differences from the claimant versus the payer to avoid unresolved conditional payment which would end up at the U.S. Department of Treasury or Justice

Charles Medlin, Co-Founder & COO,
Litpro LLC.

Ryan Weiner, Chief Operating Officer,
Massive: Medical and Subrogation Specialists

12:00 AM 12:00 AM

12:00 AM 12:00 AM

12:00 AM 12:00 AM

12:00 AM 12:00 AM

Break

12:00 AM 12:00 AM

12:00 AM 12:00 AM

12:00 AM 12:00 AM

12:00 AM 12:00 AM

A Review of Pre and Post Settlement Options to Resolve Conditional Payments

  • Identify the reduction in conditional payment as a result of procurement cost associated with the litigation involved in the case
  • Examine the process of Medicare compromising the request for reimbursement due to personal and factual circumstances related to the claim
  • Discuss the opportunity to request Medicare to waive entitlement to recoup the conditional payment due to abnormal personal and factual events to protect the beneficiary

Jason Lazarus, Esq., Founder & Chief Executive Officer,
Synergy Solutions

John Rice, Director of Lien Reduction Services,
The Lien Project

 

12:00 AM 12:00 AM

12:00 AM 12:00 AM

12:00 AM 12:00 AM

12:00 AM 12:00 AM

Break

12:00 AM 12:00 AM

12:00 AM 12:00 AM

12:00 AM 12:00 AM

12:00 AM 12:00 AM

Best Practices for Post Demand Medicare Conditional Payment Appeals

  • Learn the process of requesting a redetermination within 120 days if you disagree with Medicare’s final demand for reimbursement
  • Don’t Give Up! Prepare for the reconsideration within 180 days if redetermination was unsuccessful
  • Get ready to present your case to an administration law judge, within 60 days, to engage and argue in person to fight for your case

Steve Shaw, Esq.,
Shaw Legal Solutions

Paul Isaac,
Precision Resolution LLC

12:00 AM 12:00 AM

12:00 AM 12:00 AM

12:00 AM 12:00 AM

12:00 AM 12:00 AM

Chairperson’s Closing Remarks

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

12:00 AM 12:00 AM

12:00 AM 12:00 AM

12:00 AM 12:00 AM

12:00 AM 12:00 AM

Virtual Networking Reception

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 plaintiff attorneys and paralegals from across the country never been easier - click on an open seat, say hello to familiar faces, and take part in MSP Compliance discussions. We’ll see you in the lobby!

Wednesday - January 13, 2021

12:00 AM 12:00 AM

12:00 AM 12:00 AM

12:00 AM 12:00 AM

12:00 AM 12:00 AM

Chairperson’s Opening Remarks

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

12:00 AM 12:00 AM

12:00 AM 12:00 AM

12:00 AM 12:00 AM

12:00 AM 12:00 AM

Strategies to Make Certain Medicare Remains a Secondary Payer Post Settlement

  • Examine the statutory law, regulatory provisions and state and federal MSA case law to develop a strong comprehension
  • Compare all the above with CMS policy confirming Medicare remains a secondary payer post settlement
  • Avoid the potential of future problems by creating a Medicare Set-Aside to assure uninterrupted Medicare coverage for the beneficiary 

Clayton Starnes, Executive Vice President

Archer Systems, LLC

Rafael Gonzalez, Esq., Partner

Cattie & Gonzalez, PLLC

12:00 AM 12:00 AM

12:00 AM 12:00 AM

12:00 AM 12:00 AM

12:00 AM 12:00 AM

Break

12:00 AM 12:00 AM

12:00 AM 12:00 AM

12:00 AM 12:00 AM

12:00 AM 12:00 AM

Options to Take Medicare’s Future Interests Into Account

  • Examine the option of a self-allocation amount that both parties agree upon given the medical needs in the case
  • Discuss the alternative of an allocation based on medical providers opinion of cost of future medical expenses
  • Create a future medical cost projection with guidance from a medical expert to identify a more accurate amount of future medical expenses
  • Generate a Medicare Set-Aside allocation including intricate details following CMS policy guidelines
  • Comprehend the Medicare Set-Aside takes legal, medical, regulations, state law, facts and settlement all into consideration to generate a legal opinion of allocation

John V. Cattie, Esq., Partner

Cattie & Gonzalez, PLLC

Jennifer McClain, Director of MSA Operations

Cattie Compliance Partners

12:00 AM 12:00 AM

12:00 AM 12:00 AM

12:00 AM 12:00 AM

12:00 AM 12:00 AM

Break

12:00 AM 12:00 AM

12:00 AM 12:00 AM

12:00 AM 12:00 AM

12:00 AM 12:00 AM

Best Practices for Post Settlement Medicare Set-Aside Administration

  • Understand that self-administration of Medicare Set-Asides by Medicare beneficiary is still permissible under CMS rules
  • Examine the benefits of utilizing a professional to assist administering your Medicare Set-Aside
  • Identify which services or medication the Medicare Set-Aside funds can be used for to avoid infractions or denial of Medicare coverage in the future

Porter Leslie, President
Ametros

Paul Sighinolfi Esq, Senior Managing Director,
Ametros

12:00 AM 12:00 AM

12:00 AM 12:00 AM

12:00 AM 12:00 AM

12:00 AM 12:00 AM

Strategies to Solve Real World MSP Scenarios

  • Analyze the impact of poor reporting on your case and the potential outcomes and strategies to correct the issues
  • Calculate how to deal with complex conditional payments, including disputes, accuracy, and timing to confirm you meet the deadlines, and also dealing with other types of payments including Medicaid, military liens, and Medicare Advantage
  • Utilize an MSA to protect the client’s future medical coverage and confirm Medicare’s future interest are met even when the resources are limited

John V. Cattie, Esq., Partner

Cattie & Gonzalez, PLLC

Meghan Tiernan, Paralegal

Cattie & Gonzalez, PLLC

12:00 AM 12:00 AM

12:00 AM 12:00 AM

12:00 AM 12:00 AM

12:00 AM 12:00 AM

Chairperson’s Closing Remarks

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