Hummel Consultation Services - Medicare Compliance and Medicare Set-Asides

Submitting a New Referral to Hummel Consultation Services:

What to Include With New Referrals:

For Workers' Compensation, Longshore & Harbor Workers, and Federal Employee Compensation Act Claims:

Medical Records: At least for the past two years, detailing the injury, past and present treatment, and future physician recommendations. Please do not send originals. Documents from primary care physicians are more useful and should always be included.
Medical Payment History: At least for the past two years, indicating at a minimum for each transaction the payee, the amount of the payment (preferred) or the amount billed, and the date of service (preferred) or the date paid. Service descriptions, CPT codes, and your own internal codes should be included if available. EOB and billing statements are acceptable if no organized payment history is available.
Prescription Data: If no spreadsheet is available, then copies of current invoices may be used. For each prescription, the following must be provided: name of drug, dosage, pill count and refill frequency.
Indemnity and Expense Data: At least for the past two years, indicating for each transaction the payee, amount paid, and date of payment.
Contact Information: For returning clients, you only need to include your name on something prominent so we will notice it. For new clients, please include your name, company, mailing address, telephone number, facsimile number, and e-mail address.

For Third Party Liability and Jones Act Claims:

Medical Records: At least for the past two years, detailing the injury, past and present treatment, and future physician recommendations. Please do not send originals. Documents from primary care physicians are more useful and should always be included.
Future Medical Treatment Needs: Includes any data that addresses future medical treatment needs, such as deposition testimony, Life Care Plans, or treatment plans from the primary treating physicians.
Cost Data: Any data outlining costs spent or billed for the injury or illness. Examples include Explanation of Billing statements (EOB's), billing invoices, medical lien notices, or payment ledgers from insurance providers.
Prescription Data: If no spreadsheet is available, then copies of current invoices may be used. For each prescription, the following must be provided: name of drug, dosage, pill count and refill frequency.
Settlement Information: The amount that the case either has or will settle for. If no settlement has been reached, then the insurance carrier policy limit data should be provided.
Contact Information: For returning clients, you only need to include your name on something prominent so we will notice it. For new clients, please include your name, company, mailing address, telephone number, facsimile number, and e-mail address.

For Zero-Dollar Workers' Compensation Medicare Set-Asides:

Please contact our office for information regarding the data requirements for a zero-dollar MSA analysis.

The following are not initially necessary for a new referral, but can be helpful for our analysis:

Claim Submission Form: A blank form can be found here.
Life Care Plan: Our firm does not produce Life Care Plans. Payment histories should still be included even if using a Life Care Plan. Life Care Plans can only be used if they are no more than a year old.
Independent Medical Evaluations (IME): Please include all reports if available, although more current reports are more useful.
Detailed Contact Information: Addresses, phone and facsimile numbers, and e-mail addresses for: the claimant, all involved employers, all involved attorneys, and all involved third-parties.
Rated Ages: Our firm can assist you to obtain rated ages if you do not already have them.
Legal Documents: If available, please include drafts or executed settlement agreements, depositions, state and federal filings, judicial rulings and opinions, and any other legal document with relevance to the claim.
Medicare and Social Security Statements: Please note, due to federal privacy laws, a claimant cannot be compelled to surrender copies of these documents. Useful data includes Social Security Administration determinations and rulings, statements of benefits, and copies of Medicare cards.
Claimant Statements: Declarations signed by the claimant regarding specific future treatment concerns.

How to Send New Referrals:

We welcome submission by any means you find to be the most convenient. If none of the following options are best suited for your individual needs, please contact us and we would be more than happy to discuss alternatives. You are welcome to combine types for the same referral.

Paper Submissions via Mail, Delivery, or Facsimile: Hardcopies of any and all documents are always accepted. Please do not send originals of the medical records!
Diskette, CD-ROM, or USB Data Device: File materials may be copied onto a diskette, CD-ROM or USB-based data device in any standard format. Our firm recognizes most major software formats.
E-Mail: File materials may be included as e-mail attachments. Please use multiple e-mails if the sizes of the attachments are very large (greater than 1Mb), otherwise your e-mail may be forwarded to you as undeliverable.
Online File Sharing: HCS does not utilize its own online file sharing systems; however, we are happy to work with your preferred options.

Where to Send New Referrals:

All of the following options may be utilized for new referrals; the usage of multiple types is welcome.

U.S. Postal Service: Post Office Box 148, Ferdinand, Indiana 47532-0148
Delivery Services (UPS, FedEx, DHL, Airborne Express): Please contact us prior to shipping; thank you!
Facsimile: (978) 338-8116
E-Mail: joseph@hummelcs.com

Questions and More Information:

Please contact Joseph Hummel for any questions you may have about submitting a new referral to Hummel Consultation Services. Thank you!

E-mail: joseph@hummelcs.com