Medicare Secondary Payer Screening Form Page 2

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Medicare Secondary Payer Screening Form
[A] Patient is covered under a Group Health Plan:
[B] Automobile/Medical or any Liability Screening
Employer Information is for:
If Medicare is to be billed Explain accident and why
€ Patient € Spouse € Other:____________
Medicare is still primary:
________________________________________
Employer Name:_____________________
________________________________________
Address:______________________________
________________________________________
_____________________________________
________________________________________
City, State, Zip________________________
If Medicare is not payer Please complete:
Insurance company::_____________________
Date of injury:_____ _____ _____
Policy/Group No.:_____________________
Automobile (Complete A)
Third Party Liability (Complete B
Premise Medical Coverage (Complete A
Insured’s Name_______________________
Work related (Complete C)
Address:_____________________________
___________________________________
1. Automobile Medical/Premise Medical
City, State, Zip________________________
(if 3rd party liability also exists complete A and B)
[C] Work Related – Worker’s compensation is
Automobile medical insurance/Premise medical
the primary payer.
insurance is the primary payer. Bill auto-medical or no-
fault insurance first.
Please complete the following if a Worker’s
Insured’s Name_________________________________
Compensation claim has been filed.
Policy Number_________________________
Injury or illness______________________
Insurance Company________________________
Name of Carrier______________________
Address_________________________________
Address____________________________
Description of Accident (see box__)
Employer____________________________
2. Third Party Liability (other than auto/medical,
Case/File Number___________
premise medical or work related)
For A/B & C complete the following:
Description of
B. Bill third party payer or Medicare conditionally after 120
Accident________________________
days.
Description of Accident (see box__)
__________________________________
Location* If accident occurred at a location other than
__________________________________
patient’s residence, please provide
__________________________________
information even if liability is in question.
__________________________________
[D] coordination periods for ESRD
Name of responsible party_________________
1. Did the coordination period begin 3/96 or
Policy Number_____________
after? If yes Medicare is secondary for 30
Insurance Address__________________________
months
Insurance Claim Number____________
2. Did the coordination period begin 2/96 or
Attorney Name________________________ Telephone
before? If yes Medicare is secondary for 18
Number______________
months.
Attorney Address_________________________
Date of Kidney transplant /home Dialysis
[E] Patient entitled to Medicare due to age or disability
_ _/_ _ /_ _ (3 month waiting period does not
and ESRD (Dual entitlement)
apply) If participating in self dialysis training
program what is start date _ _/_ _/_ _
this is true based on # 7 & D _________ patient initials
Patient
signature



























































clinician
signature

HIC Number________________ Patient Name___________________________________
secondaryMedicarescreening
022211


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