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Workers' compensation

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Medicare Set-Aside Review Threshold Screen

CMS workload-review thresholds and Medicare-interest issue spotting

Output scope

Reviewed federal table branch: CMS WCMSA Reference Guide 4.6. The result applies only after Medicare status and the applicable settlement amount are entered.

Direct answer

What this workpaper does

This browser workpaper addresses cMS workload-review thresholds and Medicare-interest issue spotting. It returns only the entered-fact arithmetic, chronology, reconciliation, or coverage result shown on this page and leaves legal conclusions for attorney review.

Use it when: Counsel is evaluating settlement where Medicare interests may be implicated.

Source links checked
August 21, 2026

Working facts

Required rows are marked. Do not enter names, account numbers, or narrative medical facts.

01
Row 1
Enter the first row
Advanced paste format

Enter one exact Medicare-status or reasonable-expectation fact per line. The reviewed threshold branch uses CMS WCMSA Reference Guide 4.6.

Enter one exact Medicare-status or reasonable-expectation fact per line. The reviewed threshold branch uses CMS WCMSA Reference Guide 4.6.

02
Row 1
Enter the first row
Advanced paste format

Enter one item per line. For a row with several facts, use key=value pairs separated by semicolons, such as date=2026-01-15; amount=1250.

Enter one item per line. For a row with several facts, use key=value pairs separated by semicolons, such as date=2026-01-15; amount=1250.

03

Enter the settlement amount used for the CMS review-threshold screen. This is not a safe-harbor conclusion.

04
05
06

Runs in this browser. Continue to Preflight when the file itself needs review.

Method

This workpaper uses deterministic arithmetic, chronology, reconciliation, or coverage logic from the entered fields. It does not persist client facts or send field values to general analytics.

The result is an attorney workpaper, not a legal conclusion. Verify current primary authority and every fact against the file.

Before relying on it

  1. 01Confirm each required entry against the source record.
  2. 02Build the workpaper and inspect every calculated fact and held question.
  3. 03Open the cited sources and verify the version that governs the matter.
  4. 04Move unresolved file questions into the related Preflight review.

What the workpaper returns

  • current CMS review-threshold screen
  • Medicare-interest flags
  • submission/administration checklist
  • threshold-not-safe-harbor warning

Same practice

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