ISO ClaimSearch®/MSP User Meeting Agenda

Morning Session:
ISO ClaimSearch User Meeting

8:30 – 9:00 a.m.

• Registration and Coffee

9:00 – 9:20 a.m.

• Introduction and Brief System Overview

9:20 – 10:00 a.m.

• Demonstration #1 – Reporting a Workers Comp Claim

10:00 – 10:15 a.m.

• Coffee Break

10:15 a.m. – 11:30 a.m.

• Continuation of Demonstration #1
• Demonstration #2 – Updating a Workers Comp Claim
• Final Questions and Wrap-up

Demonstrations will cover:

• Entering Claims
• Reading Match Reports
• Claims Inquiry
• How to Update a Claim
• Claim Director
• VIN Decoding
• Medical Records
• Public Records
• Criminal Records
• OFAC lookup
• Link Analysis/Visualization
• National Motor Vehicle Title Information System (NMVTIS) Reporting
• Reporting Questionable Claims to NICB

There will be opportunities for questions and answers throughout the demonstrations.

11:30 a.m. – 12:30 p.m.

• Lunch/Registration for Afternoon Session

Afternoon Session:
ISO ClaimSearch Medicare Secondary Payer Reporting Service

12:30 – 1:00 p.m.

• Introduction to CMS Implementation Process and Rules
• RRE Determination
• CMS Registration
• Status Requirement
• Selection of Reporting Agent
• CMS Rules for Reports
• Effective Dates; Thresholds

1:00 – 2:00 p.m.

• The ISO ClaimSearch Medicare Secondary Payer Reporting Service Process for Reporting to CMS
• Registration
• Completion of Forms
• RRE Codes
• Account Manager and Designee status
• Site IDs
• Transfer Process
• Query
• Purpose: Identify Medicare Recipients for Reporting
• Required Fields
• Query Period; Query Return File; Account Management
• Pre-Query Extract (Optional)
• For Query Update Only
• Append DS SM
• Reporting
• Required Fields/Thresholds
• TPOC and ORM
• Policy, Coverage, and Loss
• Warnings for Missing Required Fields
• Sending Quarterly files to CMS
• Rejection/ Compliance flags
• Account Management
• Acknowledgments/Rejections

2:00 – 2:15 p.m.

• Coffee Break

2:15 – 2:45 p.m.

• The ISO ClaimSearch Medicare Secondary Payer Reporting Service Process for Reporting to CMS (continued)
• Live Demo: Entry of Claim Report
• Claim Query
• Claims Reporting
• Account Management
• Acknowledgments/Rejections
• Management Reports
• Optional Services
• Append-DS
• Decision Net®

2:45 – 3:15 p.m.

• Medicare Set Asides and Conditional Payment Services
• When Do You Need a Medicare Set Aside?
• Workers Compensation
• Liability Settlements
• Medicare’s Policies on the Use of MSAs
• Recent Trends in Government Enforcement
• Conditional Payments
• Conditional Payments
• Incorporating Conditional Payments into the Settlement Process
• Dealing with the MSPRC
• Trends in Enforcement and Changes on the Horizon

3:15 – 3:30 p.m.

• Question and Answer Period