NOWLEDGE STRENGTH SUCCESS TRUST CHARACTER INTEGRITY STRENGTH EXPERIENCE

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NOWLEDGE STRENGTH SUCCESS TRUST CHARACTER INTEGRITY STRENGTH EXPERIENCE FOCUS TRUST SKILLS EXPERIENCE FOCUS KNOWLEDGE

NOWLEDGE STRENGTH SUCCESS TRUST CHARACTER INTEGRITY STRENGTH EXPERIENCE FOCUS TRUST SKILLS EXPERIENCE FOCUS KNOWLEDGE SKILLS SUCCESS KNOWLEDGE INTEGRITY DEDICATION CHARACTER GENEX Services, Inc. Presentation of Medicare Set Aside 2008 Update STRENGTH 1/4/2008 TRUST CHARACTER SKILLS© 2007 GENEX Services, Inc. All rights reserved FOCUS SUCCESS INTEGRITY EXPERIENCE FOCUS KNOWLEDGE DEDICATIO

NOWLEDGE STRENGTH SUCCESS TRUST CHARACTER INTEGRITY STRENGTH EXPERIENCE FOCUS TRUST SKILLS EXPERIENCE FOCUS KNOWLEDGE

NOWLEDGE STRENGTH SUCCESS TRUST CHARACTER INTEGRITY STRENGTH EXPERIENCE FOCUS TRUST SKILLS EXPERIENCE FOCUS KNOWLEDGE SKILLS SUCCESS KNOWLEDGE INTEGRITY DEDICATION CHARACTER Presentation Overview • Review the History of Medicare Set Asides • Who is involved in Medicare Set Asides • New Legislation • What the new legislation means to you • GENEX Medicare Set Asides Services STRENGTH 1/4/2008 TRUST CHARACTER SKILLS© 2008 GENEX Services, Inc. All rights reserved FOCUS SUCCESS INTEGRITY EXPERIENCE FOCUS KNOWLEDGE DEDICATIO

NOWLEDGE STRENGTH SUCCESS TRUST CHARACTER INTEGRITY STRENGTH EXPERIENCE FOCUS TRUST SKILLS EXPERIENCE FOCUS KNOWLEDGE

NOWLEDGE STRENGTH SUCCESS TRUST CHARACTER INTEGRITY STRENGTH EXPERIENCE FOCUS TRUST SKILLS EXPERIENCE FOCUS KNOWLEDGE SKILLS SUCCESS KNOWLEDGE INTEGRITY DEDICATION CHARACTER History Medicare was enacted in 1965 to provide national health insurance to the aged, disabled, and those with end stage renal disease. Medicare Secondary Payer (MSP) statute was enacted in 1980 to curb the rising cost of Medicare. STRENGTH 1/4/2008 TRUST CHARACTER SKILLS© 2008 GENEX Services, Inc. All rights reserved FOCUS SUCCESS INTEGRITY EXPERIENCE FOCUS KNOWLEDGE DEDICATIO

NOWLEDGE STRENGTH SUCCESS TRUST CHARACTER INTEGRITY STRENGTH EXPERIENCE FOCUS TRUST SKILLS EXPERIENCE FOCUS KNOWLEDGE

NOWLEDGE STRENGTH SUCCESS TRUST CHARACTER INTEGRITY STRENGTH EXPERIENCE FOCUS TRUST SKILLS EXPERIENCE FOCUS KNOWLEDGE SKILLS SUCCESS KNOWLEDGE INTEGRITY DEDICATION CHARACTER Medicare Set Aside (MSA) Definition: Money set aside to cover future medical treatment at the time of settlement of liability, no fault, self insured, auto, and workers compensation claims. Purpose: STRENGTH 1/4/2008 TRUST CHARACTER To protect Medicare’s interest as a secondary payer. SKILLS© 2008 GENEX Services, Inc. All rights reserved FOCUS SUCCESS INTEGRITY EXPERIENCE FOCUS KNOWLEDGE DEDICATIO

NOWLEDGE STRENGTH SUCCESS TRUST CHARACTER INTEGRITY STRENGTH EXPERIENCE FOCUS TRUST SKILLS EXPERIENCE FOCUS KNOWLEDGE

NOWLEDGE STRENGTH SUCCESS TRUST CHARACTER INTEGRITY STRENGTH EXPERIENCE FOCUS TRUST SKILLS EXPERIENCE FOCUS KNOWLEDGE SKILLS SUCCESS KNOWLEDGE INTEGRITY DEDICATION CHARACTER Medicare Set-Aside • Carriers must protect Medicare’s interests when settling claims. • GENEX’s MSA Program assists carriers in meeting their obligation by determining appropriate set-aside amounts and gaining Medicare approval. – Liability Insurance (including self-insurance). – No Fault Insurance – Worker’s Compensation STRENGTH 1/4/2008 TRUST CHARACTER SKILLS© 2008 GENEX Services, Inc. All rights reserved FOCUS SUCCESS INTEGRITY EXPERIENCE FOCUS KNOWLEDGE DEDICATIO

NOWLEDGE STRENGTH SUCCESS TRUST CHARACTER INTEGRITY STRENGTH EXPERIENCE FOCUS TRUST SKILLS EXPERIENCE FOCUS KNOWLEDGE

NOWLEDGE STRENGTH SUCCESS TRUST CHARACTER INTEGRITY STRENGTH EXPERIENCE FOCUS TRUST SKILLS EXPERIENCE FOCUS KNOWLEDGE SKILLS SUCCESS KNOWLEDGE INTEGRITY DEDICATION CHARACTER Legislation & Impact Medicare Set Aside 2008 Update STRENGTH 1/4/2008 TRUST CHARACTER SKILLS© 2007 GENEX Services, Inc. All rights reserved FOCUS SUCCESS INTEGRITY EXPERIENCE FOCUS KNOWLEDGE DEDICATIO

NOWLEDGE STRENGTH SUCCESS TRUST CHARACTER INTEGRITY STRENGTH EXPERIENCE FOCUS TRUST SKILLS EXPERIENCE FOCUS KNOWLEDGE

NOWLEDGE STRENGTH SUCCESS TRUST CHARACTER INTEGRITY STRENGTH EXPERIENCE FOCUS TRUST SKILLS EXPERIENCE FOCUS KNOWLEDGE SKILLS SUCCESS KNOWLEDGE INTEGRITY DEDICATION CHARACTER Statutory Authority • Requires that Medicare provide services only as a “secondary” payer. • Liability Insurance, Self-Insured, No Fault Insurance, Auto, and Workers’ Compensation are primary. • Medicare payment can not be made for any item or service to the extent that payment has been made or can be reasonably expected to be made by a primary insurance. STRENGTH 1/4/2008 TRUST CHARACTER SKILLS© 2008 GENEX Services, Inc. All rights reserved FOCUS SUCCESS INTEGRITY EXPERIENCE FOCUS KNOWLEDGE DEDICATIO

NOWLEDGE STRENGTH SUCCESS TRUST CHARACTER INTEGRITY STRENGTH EXPERIENCE FOCUS TRUST SKILLS EXPERIENCE FOCUS KNOWLEDGE

NOWLEDGE STRENGTH SUCCESS TRUST CHARACTER INTEGRITY STRENGTH EXPERIENCE FOCUS TRUST SKILLS EXPERIENCE FOCUS KNOWLEDGE SKILLS SUCCESS KNOWLEDGE INTEGRITY DEDICATION CHARACTER New Legislation Last Action Dec 29, 2007 Introduced & Passed Senate Dec 18, 2007 STRENGTH 1/4/2008 TRUST CHARACTER Passed House Dec 19, 2007 Became Public Law No: 110 -173. (Gov) Signed by President Dec 29, 2007 SKILLS© 2008 GENEX Services, Inc. All rights reserved FOCUS SUCCESS INTEGRITY EXPERIENCE FOCUS KNOWLEDGE DEDICATIO

NOWLEDGE STRENGTH SUCCESS TRUST CHARACTER INTEGRITY STRENGTH EXPERIENCE FOCUS TRUST SKILLS EXPERIENCE FOCUS KNOWLEDGE

NOWLEDGE STRENGTH SUCCESS TRUST CHARACTER INTEGRITY STRENGTH EXPERIENCE FOCUS TRUST SKILLS EXPERIENCE FOCUS KNOWLEDGE SKILLS SUCCESS KNOWLEDGE INTEGRITY DEDICATION CHARACTER Who is included in the Legislation? (F) APPLICABLE PLAN - In this paragraph, the term `applicable plan' means the following laws, plans, or other arrangements, including the fiduciary or administrator for such law, plan, or arrangement: i. Liability insurance (including self-insurance). ii. No fault insurance. iii. Workers' compensation laws or plans. (S. 2499) STRENGTH 1/4/2008 TRUST CHARACTER SKILLS© 2008 GENEX Services, Inc. All rights reserved FOCUS SUCCESS INTEGRITY EXPERIENCE FOCUS KNOWLEDGE DEDICATIO

NOWLEDGE STRENGTH SUCCESS TRUST CHARACTER INTEGRITY STRENGTH EXPERIENCE FOCUS TRUST SKILLS EXPERIENCE FOCUS KNOWLEDGE

NOWLEDGE STRENGTH SUCCESS TRUST CHARACTER INTEGRITY STRENGTH EXPERIENCE FOCUS TRUST SKILLS EXPERIENCE FOCUS KNOWLEDGE SKILLS SUCCESS KNOWLEDGE INTEGRITY DEDICATION CHARACTER Implementation (c) Implementation- For purposes of implementing paragraphs (7) and (8) of section 1862(b) of the Social Security Act, as added by subsection (a), to ensure appropriate payments under title XVIII of such Act, the Secretary of Health and Human Services shall provide for the transfer, from the Federal Hospital Insurance Trust Fund established under section 1817 of the Social Security Act (42 U. S. C. 1395 i) and the Federal Supplementary Medical Insurance Trust Fund established under section 1841 of such Act (42 U. S. C. such proportions as the Secretary determines appropriate, of $35, 000 to the Centers for Medicare & Medicaid Services Program Management Account for the period of fiscal years 2008, 2009, and 2010. (S. 2499) 1395 t), in STRENGTH 1/4/2008 TRUST CHARACTER SKILLS© 2008 GENEX Services, Inc. All rights reserved FOCUS SUCCESS INTEGRITY EXPERIENCE FOCUS KNOWLEDGE DEDICATIO

NOWLEDGE STRENGTH SUCCESS TRUST CHARACTER INTEGRITY STRENGTH EXPERIENCE FOCUS TRUST SKILLS EXPERIENCE FOCUS KNOWLEDGE

NOWLEDGE STRENGTH SUCCESS TRUST CHARACTER INTEGRITY STRENGTH EXPERIENCE FOCUS TRUST SKILLS EXPERIENCE FOCUS KNOWLEDGE SKILLS SUCCESS KNOWLEDGE INTEGRITY DEDICATION CHARACTER SEC. 111. Medicare Secondary Payor (B) ENFORCEMENT (i) IN GENERAL- An entity, a plan administrator, or a fiduciary described in subparagraph (A) that fails to comply with the requirements under such subparagraph shall be subject to a civil money penalty of $1, 000 for each day of noncompliance for each individual for which the information under such subparagraph should have been submitted. The provisions of subsections (e) and (k) of section 1128 A shall apply to a civil money penalty under the previous sentence in the same manner as such provisions apply to a penalty or proceeding under section 1128 A(a). A civil money penalty under this clause shall be in addition to any other penalties prescribed by law and in addition to any Medicare secondary payer claim under this title with respect to an individual. (Gov) STRENGTH 1/4/2008 TRUST CHARACTER SKILLS© 2008 GENEX Services, Inc. All rights reserved FOCUS SUCCESS INTEGRITY EXPERIENCE FOCUS KNOWLEDGE DEDICATIO

NOWLEDGE STRENGTH SUCCESS TRUST CHARACTER INTEGRITY STRENGTH EXPERIENCE FOCUS TRUST SKILLS EXPERIENCE FOCUS KNOWLEDGE

NOWLEDGE STRENGTH SUCCESS TRUST CHARACTER INTEGRITY STRENGTH EXPERIENCE FOCUS TRUST SKILLS EXPERIENCE FOCUS KNOWLEDGE SKILLS SUCCESS KNOWLEDGE INTEGRITY DEDICATION CHARACTER Impact of Legislation • Any claim that is settled and is eligible or may be eligible in 30 months for Medicare benefits must protect Medicare’s interest as a “secondary” payer. • CMS (Centers for Medicare & Medicaid Services) reviews the allocation on a caseby-case basis. • Once CMS has reviewed and approved of the allocation, the medical portion of the STRENGTH 1/4/2008 TRUST CHARACTER SKILLS© 2008 GENEX Services, Inc. All rights reserved FOCUS SUCCESS INTEGRITY EXPERIENCE FOCUS KNOWLEDGE DEDICATIO

NOWLEDGE STRENGTH SUCCESS TRUST CHARACTER INTEGRITY STRENGTH EXPERIENCE FOCUS TRUST SKILLS EXPERIENCE FOCUS KNOWLEDGE

NOWLEDGE STRENGTH SUCCESS TRUST CHARACTER INTEGRITY STRENGTH EXPERIENCE FOCUS TRUST SKILLS EXPERIENCE FOCUS KNOWLEDGE SKILLS SUCCESS KNOWLEDGE INTEGRITY DEDICATION CHARACTER Failure to Comply • Failure to protect Medicare’s interests can result in legal action against the beneficiary, attorney, insurance carrier, self-insured employer/insurer. • If legal action is necessary, Medicare may recover double damages. • With the new legislation, the fines include $1, 000/day/claimant in addition to other penalties under the law. STRENGTH 1/4/2008 TRUST CHARACTER SKILLS© 2008 GENEX Services, Inc. All rights reserved FOCUS SUCCESS INTEGRITY EXPERIENCE FOCUS KNOWLEDGE DEDICATIO

NOWLEDGE STRENGTH SUCCESS TRUST CHARACTER INTEGRITY STRENGTH EXPERIENCE FOCUS TRUST SKILLS EXPERIENCE FOCUS KNOWLEDGE

NOWLEDGE STRENGTH SUCCESS TRUST CHARACTER INTEGRITY STRENGTH EXPERIENCE FOCUS TRUST SKILLS EXPERIENCE FOCUS KNOWLEDGE SKILLS SUCCESS KNOWLEDGE INTEGRITY DEDICATION CHARACTER Workers Compensation • All parties in a Workers' Compensation (WC) case have significant responsibilities under the Medicare Secondary Payer (MSP) laws to protect Medicare's interests when resolving WC cases that include future medical expenses. • The recommended method to protect Medicare's interests is a Workers' Compensation Medicare Set-aside Arrangement (WCMSA), which allocates a portion of the WC settlement for future medical expenses. (Centers) STRENGTH 1/4/2008 TRUST CHARACTER SKILLS© 2008 GENEX Services, Inc. All rights reserved FOCUS SUCCESS INTEGRITY EXPERIENCE FOCUS KNOWLEDGE DEDICATIO

NOWLEDGE STRENGTH SUCCESS TRUST CHARACTER INTEGRITY STRENGTH EXPERIENCE FOCUS TRUST SKILLS EXPERIENCE FOCUS KNOWLEDGE

NOWLEDGE STRENGTH SUCCESS TRUST CHARACTER INTEGRITY STRENGTH EXPERIENCE FOCUS TRUST SKILLS EXPERIENCE FOCUS KNOWLEDGE SKILLS SUCCESS KNOWLEDGE INTEGRITY DEDICATION CHARACTER CMS Review Threshold • It is not in Medicare's best interest to review every WC settlement nationwide in order to protect Medicare's interests per 42 CFR 411. 46. (Ref: 7/23/01 Memo Q 1(c)) A WCMSA is not necessary when resolution of the WC claim leaves the medical aspects of the claim open. • A WCMSA may be submitted to CMS for review in the following situations: – The claimant is currently a Medicare beneficiary and the total settlement amount is greater than $25, 000; OR – The claimant has a "reasonable expectation" of Medicare enrollment within 30 months of the settlement date and the anticipated total settlement amount for future medical expenses and disability/lost wages over the life or duration of the settlement agreement is expected to be greater than $250, 000. (Centers) STRENGTH 1/4/2008 TRUST CHARACTER SKILLS© 2008 GENEX Services, Inc. All rights reserved FOCUS SUCCESS INTEGRITY EXPERIENCE FOCUS KNOWLEDGE DEDICATIO

NOWLEDGE STRENGTH SUCCESS TRUST CHARACTER INTEGRITY STRENGTH EXPERIENCE FOCUS TRUST SKILLS EXPERIENCE FOCUS KNOWLEDGE

NOWLEDGE STRENGTH SUCCESS TRUST CHARACTER INTEGRITY STRENGTH EXPERIENCE FOCUS TRUST SKILLS EXPERIENCE FOCUS KNOWLEDGE SKILLS SUCCESS KNOWLEDGE INTEGRITY DEDICATION CHARACTER The Unknown • Will CMS have a review threshold for liability, no fault, auto, and self insured? • If so, will the thresholds be the same as they are for Workers’ Compensation? • What will the turn-around-time be from submission to CMS review/determination? STRENGTH 1/4/2008 TRUST CHARACTER SKILLS© 2008 GENEX Services, Inc. All rights reserved FOCUS SUCCESS INTEGRITY EXPERIENCE FOCUS KNOWLEDGE DEDICATIO

NOWLEDGE STRENGTH SUCCESS TRUST CHARACTER INTEGRITY STRENGTH EXPERIENCE FOCUS TRUST SKILLS EXPERIENCE FOCUS KNOWLEDGE

NOWLEDGE STRENGTH SUCCESS TRUST CHARACTER INTEGRITY STRENGTH EXPERIENCE FOCUS TRUST SKILLS EXPERIENCE FOCUS KNOWLEDGE SKILLS SUCCESS KNOWLEDGE INTEGRITY DEDICATION CHARACTER GENEX MSA Program Medicare Set Aside 2008 Update STRENGTH 1/4/2008 TRUST CHARACTER SKILLS© 2007 GENEX Services, Inc. All rights reserved FOCUS SUCCESS INTEGRITY EXPERIENCE FOCUS KNOWLEDGE DEDICATIO

NOWLEDGE STRENGTH SUCCESS TRUST CHARACTER INTEGRITY STRENGTH EXPERIENCE FOCUS TRUST SKILLS EXPERIENCE FOCUS KNOWLEDGE

NOWLEDGE STRENGTH SUCCESS TRUST CHARACTER INTEGRITY STRENGTH EXPERIENCE FOCUS TRUST SKILLS EXPERIENCE FOCUS KNOWLEDGE SKILLS SUCCESS KNOWLEDGE INTEGRITY DEDICATION CHARACTER GENEX Services Offers: • Social Security & Medicare Status Determination • Medicare Set-Aside Cost Projection – Rush Projection – Projection Update • Comprehensive Drug Utilization Review • Medicare Set-Aside Submission • Medicare Set-Aside Guarantee STRENGTH 1/4/2008 TRUST CHARACTER SKILLS© 2008 GENEX Services, Inc. All rights reserved FOCUS SUCCESS INTEGRITY EXPERIENCE FOCUS KNOWLEDGE DEDICATIO

NOWLEDGE STRENGTH SUCCESS TRUST CHARACTER INTEGRITY STRENGTH EXPERIENCE FOCUS TRUST SKILLS EXPERIENCE FOCUS KNOWLEDGE

NOWLEDGE STRENGTH SUCCESS TRUST CHARACTER INTEGRITY STRENGTH EXPERIENCE FOCUS TRUST SKILLS EXPERIENCE FOCUS KNOWLEDGE SKILLS SUCCESS KNOWLEDGE INTEGRITY DEDICATION CHARACTER Social Security & Medicare Status Determination • Verification of Social Security and Medicare entitlement status • Written opinion on whether the case is appropriate for submission to CMS STRENGTH 1/4/2008 TRUST CHARACTER SKILLS© 2008 GENEX Services, Inc. All rights reserved FOCUS SUCCESS INTEGRITY EXPERIENCE FOCUS KNOWLEDGE DEDICATIO

NOWLEDGE STRENGTH SUCCESS TRUST CHARACTER INTEGRITY STRENGTH EXPERIENCE FOCUS TRUST SKILLS EXPERIENCE FOCUS KNOWLEDGE

NOWLEDGE STRENGTH SUCCESS TRUST CHARACTER INTEGRITY STRENGTH EXPERIENCE FOCUS TRUST SKILLS EXPERIENCE FOCUS KNOWLEDGE SKILLS SUCCESS KNOWLEDGE INTEGRITY DEDICATION CHARACTER Medicare Set-Aside Cost Projection • Status determination • Medicare Set-Aside recommendation • Cost projection of Medicare covered costs • Recommendation for frequency and amount of periodic payments when structured settlement is being utilized • Determine life expectancy or rated age • Medicare conditional payment claim identification • Rush Turn Around of the Cost Projection • Projection Update (only applies 6 months after original projection completion) STRENGTH 1/4/2008 TRUST CHARACTER SKILLS© 2008 GENEX Services, Inc. All rights reserved FOCUS SUCCESS INTEGRITY EXPERIENCE FOCUS KNOWLEDGE DEDICATIO

NOWLEDGE STRENGTH SUCCESS TRUST CHARACTER INTEGRITY STRENGTH EXPERIENCE FOCUS TRUST SKILLS EXPERIENCE FOCUS KNOWLEDGE

NOWLEDGE STRENGTH SUCCESS TRUST CHARACTER INTEGRITY STRENGTH EXPERIENCE FOCUS TRUST SKILLS EXPERIENCE FOCUS KNOWLEDGE SKILLS SUCCESS KNOWLEDGE INTEGRITY DEDICATION CHARACTER Drug Utilization Review • The pharmacist will provide a comprehensive evaluation regarding: – – – – Medication name and strength Quantity supplied Days supplied Physician Diagnosis Procedures relating to the injury Diagnostics relating to the injury • The pharmacist will also make recommendations regarding the medication(s) over the claimant's life expectancy. STRENGTH 1/4/2008 TRUST CHARACTER SKILLS© 2008 GENEX Services, Inc. All rights reserved FOCUS SUCCESS INTEGRITY EXPERIENCE FOCUS KNOWLEDGE DEDICATIO

NOWLEDGE STRENGTH SUCCESS TRUST CHARACTER INTEGRITY STRENGTH EXPERIENCE FOCUS TRUST SKILLS EXPERIENCE FOCUS KNOWLEDGE

NOWLEDGE STRENGTH SUCCESS TRUST CHARACTER INTEGRITY STRENGTH EXPERIENCE FOCUS TRUST SKILLS EXPERIENCE FOCUS KNOWLEDGE SKILLS SUCCESS KNOWLEDGE INTEGRITY DEDICATION CHARACTER Medicare Set-Aside Submission • Recommendation regarding need for Medicare Set-Aside Proposal submission and approval • Social Security and Medicare status determination • Medicare conditional payment claim identification • Recommendation for frequency and amount of periodic payments when structured settlement is being utilized • Projection of Medicare allowable costs • Completion of Medicare Proposal • Submission of Proposal to Medicare • Follow-up with Medicare and negotiation until approval is obtained STRENGTH 1/4/2008 TRUST CHARACTER SKILLS© 2008 GENEX Services, Inc. All rights reserved FOCUS SUCCESS INTEGRITY EXPERIENCE FOCUS KNOWLEDGE DEDICATIO

NOWLEDGE STRENGTH SUCCESS TRUST CHARACTER INTEGRITY STRENGTH EXPERIENCE FOCUS TRUST SKILLS EXPERIENCE FOCUS KNOWLEDGE

NOWLEDGE STRENGTH SUCCESS TRUST CHARACTER INTEGRITY STRENGTH EXPERIENCE FOCUS TRUST SKILLS EXPERIENCE FOCUS KNOWLEDGE SKILLS SUCCESS KNOWLEDGE INTEGRITY DEDICATION CHARACTER Medicare Set-Aside Guarantee • MSA 2 – The GENEX Medicare Set-Aside Guarantee Program. • MSA 2 provides a guarantee that the Centers for Medicare and Medicaid Services (CMS) will approve the allocation. • Should CMS determine a higher set -aside amount, GENEX will pay the difference. STRENGTH 1/4/2008 TRUST CHARACTER SKILLS© 2008 GENEX Services, Inc. All rights reserved FOCUS SUCCESS INTEGRITY EXPERIENCE FOCUS KNOWLEDGE DEDICATIO

NOWLEDGE STRENGTH SUCCESS TRUST CHARACTER INTEGRITY STRENGTH EXPERIENCE FOCUS TRUST SKILLS EXPERIENCE FOCUS KNOWLEDGE

NOWLEDGE STRENGTH SUCCESS TRUST CHARACTER INTEGRITY STRENGTH EXPERIENCE FOCUS TRUST SKILLS EXPERIENCE FOCUS KNOWLEDGE SKILLS SUCCESS KNOWLEDGE INTEGRITY DEDICATION CHARACTER GENEX Advantages • GENEX’s skilled, experienced, knowledgeable experts will prepare your Medicare Set Aside • GENEX will complete a cost analysis of the future medicals associated with your claim • GENEX provides a Life Care Planner to review all Medicare Set Asides at no extra cost to you • GENEX provides attorneys, on staff, to assist with any questions you have at no extra cost to you STRENGTH 1/4/2008 TRUST CHARACTER SKILLS© 2008 GENEX Services, Inc. All rights reserved FOCUS SUCCESS INTEGRITY EXPERIENCE FOCUS KNOWLEDGE DEDICATIO

NOWLEDGE STRENGTH SUCCESS TRUST CHARACTER INTEGRITY STRENGTH EXPERIENCE FOCUS TRUST SKILLS EXPERIENCE FOCUS KNOWLEDGE

NOWLEDGE STRENGTH SUCCESS TRUST CHARACTER INTEGRITY STRENGTH EXPERIENCE FOCUS TRUST SKILLS EXPERIENCE FOCUS KNOWLEDGE SKILLS SUCCESS KNOWLEDGE INTEGRITY DEDICATION CHARACTER Turn-Around-Times STRENGTH 1/4/2008 TRUST CHARACTER SKILLS© 2008 GENEX Services, Inc. All rights reserved FOCUS SUCCESS INTEGRITY EXPERIENCE FOCUS KNOWLEDGE DEDICATIO

NOWLEDGE STRENGTH SUCCESS TRUST CHARACTER INTEGRITY STRENGTH EXPERIENCE FOCUS TRUST SKILLS EXPERIENCE FOCUS KNOWLEDGE

NOWLEDGE STRENGTH SUCCESS TRUST CHARACTER INTEGRITY STRENGTH EXPERIENCE FOCUS TRUST SKILLS EXPERIENCE FOCUS KNOWLEDGE SKILLS SUCCESS KNOWLEDGE INTEGRITY DEDICATION CHARACTER Make an MSA Referral By Fax Customer Referrals By Mail By email & Web Needed for a referral are: Ø Request for Service (RFS) Ø Medical Records Ø Last two years of prescriptions Ø Claim billing history MSA Coordinator obtains all necessary authorizations from the Applicant. Dedicated Referral Address: [email protected] com STRENGTH 1/4/2008 TRUST CHARACTER SKILLS© 2008 GENEX Services, Inc. All rights reserved FOCUS SUCCESS INTEGRITY EXPERIENCE FOCUS KNOWLEDGE DEDICATIO

NOWLEDGE STRENGTH SUCCESS TRUST CHARACTER INTEGRITY STRENGTH EXPERIENCE FOCUS TRUST SKILLS EXPERIENCE FOCUS KNOWLEDGE

NOWLEDGE STRENGTH SUCCESS TRUST CHARACTER INTEGRITY STRENGTH EXPERIENCE FOCUS TRUST SKILLS EXPERIENCE FOCUS KNOWLEDGE SKILLS SUCCESS KNOWLEDGE INTEGRITY DEDICATION CHARACTER Key Differentiators • In-house attorney involvement on every case who are involved in the allocation and submission - no additional fees. • Certified LCP reviewing all cases • Core competency • Aggressive approach • GENEX has over 10 years experience dealing with the Social Security Administration. STRENGTH 1/4/2008 TRUST CHARACTER SKILLS© 2008 GENEX Services, Inc. All rights reserved FOCUS SUCCESS INTEGRITY EXPERIENCE FOCUS KNOWLEDGE DEDICATIO

NOWLEDGE STRENGTH SUCCESS TRUST CHARACTER INTEGRITY STRENGTH EXPERIENCE FOCUS TRUST SKILLS EXPERIENCE FOCUS KNOWLEDGE

NOWLEDGE STRENGTH SUCCESS TRUST CHARACTER INTEGRITY STRENGTH EXPERIENCE FOCUS TRUST SKILLS EXPERIENCE FOCUS KNOWLEDGE SKILLS SUCCESS KNOWLEDGE INTEGRITY DEDICATION CHARACTER In Review • Medicare has been a secondary payer source since 1980. • New legislation adds fines to primary payers that do not take Medicare’s interest into account when settling medicals on a file. • GENEX is here to assist you! STRENGTH 1/4/2008 TRUST CHARACTER SKILLS© 2008 GENEX Services, Inc. All rights reserved FOCUS SUCCESS INTEGRITY EXPERIENCE FOCUS KNOWLEDGE DEDICATIO

NOWLEDGE STRENGTH SUCCESS TRUST CHARACTER INTEGRITY STRENGTH EXPERIENCE FOCUS TRUST SKILLS EXPERIENCE FOCUS KNOWLEDGE

NOWLEDGE STRENGTH SUCCESS TRUST CHARACTER INTEGRITY STRENGTH EXPERIENCE FOCUS TRUST SKILLS EXPERIENCE FOCUS KNOWLEDGE SKILLS SUCCESS KNOWLEDGE INTEGRITY DEDICATION CHARACTER Thank you! Cited Works 1) Centers for Medicare & Medicaid Services. U. S. Department of Health & Human Services. <http: //www. cms. hhs. gov> (accessed Jan 17, 2008) 2) Gov. Track. us. S. 2499 --110 th Congress (2007): Medicare, Medicaid, and SCHIP Extension Act of 2007, Gov. Track. us (database of federal legislation) <http: //www. govtrack. us/congress/bill. xpd? bill=s 110 -2499> (accessed Jan 17, 2008) 3) “S. 2499 Medicare, Medicaid, and SCHIP Extension Act of 2007. ” Open. Congress. 01/17/08. (accessed 01/17/08) <http: //www. opencongress. org/bill/110 -s 2499/show> STRENGTH 1/4/2008 TRUST CHARACTER SKILLS© 2008 GENEX Services, Inc. All rights reserved FOCUS SUCCESS INTEGRITY EXPERIENCE FOCUS KNOWLEDGE DEDICATIO