Screening for Medicare secondary payer

All providers/practitioners should screen their Medicare patients to obtain correct health insurance information before submitting a claim to Medicare.

Patient screening is a vital step that is critical to every type of practice.

Front office staff plays a key role in the success of filing claims correctly and timely, by taking a few minutes with the patient or patient’s responsible party.

Screening question

Below are questions to ask your patient to determine whether Medicare is primary or secondary.

  • Are you currently employed?
  • Is your spouse or other family member currently employed? If so, how many employees work for the employer providing coverage?
  • Are you or your spouse covered under an employer or union health plan that should be primary over Medicare?
  • If your spouse is covered, are you also covered under his plan?
  • Did you sustain an injury/illness while at work?
  • Are your injuries related to an accident (i.e., is the patient being treated for an injury or illness for which another party could be held liable)?
  • Do you qualify or have entitlement to black lung benefits due to coal miner’s or black lung disease?

 

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