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Medicare Conditional Payment and Medicare Advantage Plan Reconciliation Processes

Techniques to Minimize Repayment Obligations and Maximize Medicare Refunds After a Liability Settlement

Recording of a 90-minute CLE video webinar with Q&A

This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

Conducted on Wednesday, September 21, 2022

Recorded event now available

or call 1-800-926-7926

This CLE course will guide personal injury attorneys in navigating the complex processes for reconciling Medicare conditional payments and Medicare Advantage plans to increase a plaintiff's recovery following a personal injury settlement.


To maximize their clients' recovery after a personal injury settlement, personal injury counsel must understand the Medicare Secondary Payer Act's conditional payment reconciliation process. This process involves a series of prescribed steps: completing required forms, producing settlement documentation, and following a strict appeal process.

Medicare Advantage plans, administered by private insurance companies, use the Medicare Secondary Payer Act as their recovery vehicle. Though Medicare Advantage plans arguably have the same recovery rights as traditional Medicare, they are often much more open to agreements based on equity and fairness. Counsel also need to understand the reconciliation process for these plans.

Listen as our distinguished panel explains the process for obtaining Medicare refunds for plaintiffs following a personal injury settlement via the Medicare conditional payment and Medicare Advantage plan reconciliation processes.



  1. Navigating the Medicare conditional payment reconciliation process
  2. Expedited resolution techniques utilizing the MSPRP
  3. Reconciling payments under Medicare Advantage plans
  4. Attorney liability and best practices
  5. Obtaining Medicare refunds post-settlement


The panel will review these and other relevant issues:

  • The forms clients must sign to allow their personal injury attorney access to their Medicare information
  • Information to include in the claim notice
  • How to navigate the Medicare Secondary Payer recovery portal
  • How Medicare conditional payments are calculated
  • How to submit a hardship letter to CMS when seeking a waiver or compromise of Medicare interest


Place, David
David L. (Dave) Place, JD

The Place Firm

Mr. Place exclusively assists personal injury victims and plaintiff counsel with complex lien resolution problems using...  |  Read More

Reynolds, Kim
Kim Reynolds, MBA
Director of Operations
The Place Firm

Ms. Reynolds, MBA, the Director of Operations at The Place Firm has over 20 years' experience in helping injury...  |  Read More

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Strafford will process CLE credit for one person on each recording. All formats include course handouts.

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