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A Medicare Set Aside report considers the interest of Medicare in future care associated with an injury, disease, or condition typically covered by a worker’s compensation plan, an automobile, liability insurance, or no-fault policy. In these cases, Medicare is considered the secondary payer. A Medicare Set Aside involves review of relevant medical records with a plan containing future medical and non-medical needs and associated costs. Costs are divided into Medicare covered and non-covered expenses.

Medicare Set Aside Allocations are recommended when your client is on Medicare or expected to qualify for Medicare in the next 1-2 years.:

  • Worker’s Compensation settlements
  • Liability settlements

If you have more questions about a Medicare Set Aside Allocation, please call or email and we’ll be happy to assist you.

Ready to make a referral? Email, call or click the button below to complete the referral. We’ll be happy to start the process.

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