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Mediare Set-Aside Referral Questionaire
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1. Has the patient been MMI'ed?
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By which specialities?
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2. Are any specialties pending MMI:
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Which specialities?
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3. Has a settlement agreement been reached?
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Date of Settlement
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If yes, list settlement amount - Total $
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Medical $
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Indemnity $
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If no, what is your approximate settlement value
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If no, is mediation scheduled
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Date of mediation
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4. Is claimant currently receiving Medicare benefits?
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If yes, Medicare number
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Date of Medicare entitlement
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5. Are there any Medicare liens you are aware of?
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If yes, provide details?
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6. Is claimant currently receiving SSDI benefits?
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If yes, date of entitlement
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Reason for entitlement
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7. Is claimant currently receiving SS Retirement Benefits?
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If yes, date of entitlement
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8. Is claimant currently receiving SSI (supplemental security income)?
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Is claimant currently receiving Medicaid benefits?
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Is claimant currently working?
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Is this or any portion of this claim controverted?
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If yes, provide detail
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If yes, is there a legal or medical opinion documenting reason for controversion?
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11. Was a rated age obtained?
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If yes, please provide on annuity vendor letterhead and list rated age here
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If no, list any known co-morbid conditions that may impact life expectancy
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12. List any known condition that is not related to the WC injury
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Special Notes
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