The questionnaire based basic report is typically returned to you within 24 hours.

The limited and extended reports take a little longer to review medical records, create medical chronologies, and talk with the client but we can typically have them back to you within 2 weeks if not sooner.

This is a great flow chart that may help. If not, feel free to call us and we will figure it out together!

A Non-Covered Allocation is a companion report to the Medicare Set-Aside Allocation (MSA). A common misperception is that the MSA is a life care plan or full cost projection but the MSA only identifies future medical costs that are covered by Medicare – leaving out a great deal of non-Medicare covered items that your client will be out of pocket for. The Non-Covered Allocation addresses these items so you and your client can go to the settlement table with a complete picture of future medical expenses.

No. These reports are for mediations and demand packages only. If your case does not settle in mediation, we can refer you to a Life Care Planner that can properly prepare a testifying life care plan for trial.

Cost projections and life care plans are two very different reports. Cost projections are considered a consulting report; whereas, a life care plan is a testifying report. They are not interchangeable, and a cost projection report is not a mini-life care plan. Each type of report has its own accepted methodology. A cost projection is based on doctor recommendations from medical records review, client interview, and standard of care treatment.

A life care plan suitable for trial is based on the above plus conferences with all treating docs, physician sign-off sheets, and formal life care planning methodology.

For Workers Compensation cases we use state specific life expectancy charts and state specific Work Comp fee schedules.

For Personal Injury cases we use state specific life expectancy charts and the Usual/Customary fee schedule.

Ask these questions on all cases:

1. Is your client a current Medicare beneficiary (for any reason) due to age or disability?
2. Is your client age 62.5 or older?
3. Has your client applied for SSDI?
4. Does your client have end-stage renal disease, AIDS, blindness, or ALS?

If yes to any of these 4 questions, your client is impacted by MSP regulations. This applies to both workers compensation and personal injury/liability cases.