Services
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Compliance-driven Medical Record Review for MSAs

Ensuring Compliance-driven Medical Record Review for MSAs

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Accurate and compliant medical record reviews are indispensable when preparing Medicare Set-Asides (MSAs). We understand the serious implications such as compliance issues, CMS rejections, or settlement delays of even minor documentation errors or missing details.

Our compliance-driven medical record review for MSAs ensures that every record is analyzed thoroughly, all relevant medical data is properly categorized, and the final allocation meets Medicare Secondary Payer (MSP) and CMS requirements.

With a team of medical and legal experts, we provide end-to-end support to help insurers, attorneys, and MSA vendors achieve complete regulatory confidence in every review.

Why Compliance Matters in MSA Reviews

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Inaccurate or incomplete medical documentation can result in rejected Medicare set aside submissions and costly delays. A compliance-driven review ensures: 

  • Full adherence to Medicare and CMS guidelines
  • Proper identification of injury-related vs. unrelated treatments
  • Transparent justification for all future medical projections
  • Reduced regulatory and financial risk
  • Enhanced case defensibility and allocation accuracy
Why Compliance Matters in MSA Reviews

Our Approach to Compliance-driven Medical Record Review for MSAs

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At MOS, we have laid out a systematic, multi-tiered process designed to ensure precision, consistency, and compliance at every step of the way.

Record Intake and Organization

  • Collect and catalog all relevant medical documents
  • Identify missing or incomplete records
  • Create a structured index for easy cross-referencing

Multilevel Quality Assurance

  • Clinical and compliance verification by senior reviewers
  • Internal audits to ensure alignment with CMS and MSP guidelines
  • Final review before delivery to maintain defensibility

Prescription & Treatment Analysis

  • Analyze historic and current drug use
  • Project future medication costs based on treatment trends
  • Identify controlled substances or overlapping prescriptions

Chronology and Summary Creation

  • Prepare MSA-compliant summaries and chronologies
  • Use clear timelines for easy understanding of medical progressions
  • Flag assumptions or incomplete areas for client review

Detailed Medical Chart Review

  • Examine physician notes, diagnostic reports, hospital records, and therapies
  • Highlight injury-related treatments and eliminate unrelated ones
  • Review treatment response, clinical rationale, and ongoing care plans

Documentation Standards We Follow

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Our reviews are developed to meet the diligent Medicare and CMS regulations. We ensure that every MSA medical record review includes:

Complete documentation of all medical interventions, diagnoses, and prescriptions
Review timeframe, typically the past 2–5 years or more, depending on case complexity
Standardized formatting for readability and compliance
Clear segregation of injury-related vs. pre-existing or unrelated conditions
Clinical rationale for all treatments included in the MSA projection
Audit trail to ensure transparency and accountability

Benefits of MOS’ Medical Record Review Solutions

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By choosing MOS for compliance-driven medical record review for MSAs, you gain:

  • Accurate, defensible allocations that meet CMS approval standards
  • Lower compliance risks and reduced chances of case rejections
  • Faster turnaround times through streamlined review workflows
  • Comprehensive summaries fine-tuned to your settlement needs
  • Dedicated medical-legal expertise in MSA documentation

Our goal is to help you prepare MSA submissions that are compliant, transparent, and ready for review.

Who We Serve

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MOS supports a wide range of professionals and organizations involved in MSA preparation and submission:

  • Attorneys and law firms handling settlement cases
  • Workers’ compensation and liability insurers
  • MSA vendors and allocation firms
  • Third-party administrators (TPAs)
  • Self-insured employers

Why Choose MOS?

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20+ years of experience in medical record review and documentation support
HIPAA-compliant processes ensuring data security and confidentiality
Skilled medical, legal, and QA professionals validating accuracy
Customized reporting formats based on client and CMS preferences
Scalable support for both single-case reviews and bulk MSA projects

FAQs

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What is included in MOS’s compliance-driven MSA medical record review?

Our reviews include complete chart analyses, prescription reviews, clinical chronologies, and injury-specific summaries aligned with MSP and CMS standards.

How do you ensure compliance in each review?

Every review undergoes a multi-level audit process, with dedicated compliance checklists and oversight by senior clinical reviewers to maintain accuracy and defensibility.

Can you handle large-volume MSA record reviews?

Yes. Our scalable infrastructure and experienced team allow us to manage both individual and bulk case reviews efficiently.

How quickly can your team complete a review?

Turnaround times vary by record volume, but we maintain industry-leading delivery timelines without compromising accuracy or compliance.

Do you provide customized reporting formats?

Absolutely. We can provide summaries, chronologies, and reports in Word, Excel, or PDF that will be formatted as per your preferred submission templates.

Ensure Every MSA Case Stands on Solid Compliance

Partner with MOS for accurate, defensible medical record reviews