Medicare Secondary Payer Questionnaire

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MEDICARE SECONDARY PAYER QUESTIONNAIRE
In compliance with Federal Law, our office will verify all data below by using the questions found in
§20.1 to help identify other payers that may be primary to Medicare. Our providers will comply with any
instructions that follow a particular question.
Today’s Date: _________
Patient’s Name: ____________________________ DOB: ___________
1. Are you currently residing in a skilled nursing home?
If yes, name and address of the facility________________
___________________________________________.
Yes
No
2. Does the patient have Medicare coverage because of age?
Yes
No
3. Is the patient retired? Date of Retirement ________________
Yes
No
4. Does the patient have Medicare coverage because of a disability?
Yes
No
A. Does the patient have Medicare because of End Stage Renal Disease?
Yes
No
B. Has this patient completed the ESRD coordination waiting period?
Yes
No
5. Is the patient or spouse employed?
Yes
No
Who is employed? Patient
Patient’s Spouse
Both
Neither
6. Does the above employer have 20 or more employees?
Yes
No
7. Is the patient covered by Insurance through the above job?
Yes
No
8. Does Worker’s Compensation cover today’s illness/injury?
Yes
No
If yes, date of injury ___________
* If you answered YES to questions 4-6 Medicare is your secondary payer. Please provide our office staff
with your primary payer’s billing information.

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