Here are some answers to frequently asked questions we get about Medicare set-aside allocations. If you still have questions, please feel free to contact us below.

Once we have received the following, we can start the file review:

  • Intake form (can be mailed, emailed, or submitted online – see Referral page)
  • Initial treatment report and first report of injury
  • Operative notes from procedures conducted prior to the last three years
  • Last three years medical records: We do not need physical therapy notes, lab reports, or nurse progress notes from hospitalizations. We do need physician office visit notes, operative notes, hospitalization discharge summaries.
  • Last two years pharmacy summary: This printout should include drug names, dosages, quantities, and fill dates.
  • Last two years claims payment history: This should include both indemnity and medical payments. (If the referral is for a liability claim, we do not expect to receive a payment history.)

We begin work on our reports as soon as we receive the necessary medical records, pharmacy summary, and claims payment history. So, providing these records as soon as you can will help avoid delays. It is also helpful to provide clear information, regarding the date(s) of injury(ies) to be addressed in the report, as well as your instructions regarding any disputed conditions.

If you have a deadline, please advise us on the intake form. We can complete most MSA recommendations within 14 days of receipt of the necessary records. For an additional, nominal fee, we are able to provide RUSH service, which will result in completion of the report within five business days of receipt of the necessary records.

After you have reviewed the report, if you have any questions, please call our main office (770-493-4167). Then, once you know the claim is heading toward settlement, you may wish to submit the MSA to CMS for review. To set the submission process in motion, just let us know what settlement amount you wish to use for the proposal, and we will get to work. Remember that CMS requires all proposals to be accompanied by the claimant’s signed consent.



Manley & Associates
PO Box 450534
Atlanta, GA 31145-0534


Main: 770.493.4167
Toll Free: 888.908.6629
Fax: 770.934.2021