Medicare Set-Aside

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The online Medicare Set-Aside Allocation Professional Certificate Program equips participants with all the knowledge and practical skills required to acquire certification in the Medicare Set-Aside Allocation (MSA) field. The University of Florida’s certificate program is a dynamic, interactive learning experience. Upon completion of this program, participants will be eligible to sit for the national MSCC certification exam offered by the International Commission on Health Care Certification and receive the designation of Medicare Set-Aside Certified Consultant.

The program is designed to prepare working professionals with an overview of the Medicare Set-Aside process and familiarizes the participant with the Centers for Medicare & Medicaid Services (CMS) website, as well as the acronyms and definitions of the terms used in this field. This course takes students through the CMS Memorandum Highlights and provides a sample MSA. Participants are provided with a case example complete with medical records and step by step instructions, so that students may practice doing an MSA arrangement. Upon completion of the program, students will receive a certificate of completion that can be used when applying for certification from the Commission on Health Care Certification.

This is a non-credit professional certificate. Registration is open year-round and students may complete the self-paced 30-hour program at any time.


Program cost is $625 for the 30-hour program.


This is an entirely online, self-paced 30 contact hour program.

The online material consists of pre-recorded lectures, assigned reading and a multiple choice final exam. There is an instructor of record who will respond to participant inquiries about any of the instructional content.

The program consist of the following modules:

  • Introduction to Medicare Set-Aside Arrangements
  • Medicare Secondary Compliance
  • Acronyms
  • Differences Between Life Care Plans and MSA
  • Differences Between Medicare and Medicaid
  • Role of the Attorney in the MSA Process
  • Medicare Allocation Cost Projection
  • Medicare Part D, Workers Compensation and MSA Workers Compensation, third party liability and Supplemental Trust
  • Rising Financial Solutions
  • Structured Settlements vs. Lump Sum Payments
  • Case Study in Developing an MSA


  • Identify the theoretical and applied foundations for the MSA
  • Recognize that adherence to a consistent methodology is essential to develop an acceptable MSA
  • Recognize the multidimensional and transdisciplinary nature of the MSA process
  • Understand the process required to submit an acceptable MSA
  • Understand and be able to maneuver the CMS website
  • Understand when an MSA is appropriate
  • Understand the professional administration of funds
  • Understand the role of the Coordination of Benefits Contractor
  • Understand the role of the Structured Settlement Broker
  • Understand the difference between Customary and Fee Schedule
  • States and how that applies to the MSA


  • Professional Orientation to the Centers for Medicare & Medicaid Services
  • The Who, What, When and Whys of Medicare Set-Aside Allocations
  • Resources Available to the MSA Professional
  • When a referral for an MSA is appropriate
  • Attorney Lien/Conditional Payment
  • Professional Administration of the Medicare Set-Aside Allocation
  • Consistent Errors Seen by CMS and How to Avoid Them
  • Medicare Secondary Payer Recovery Center
  • Structured Settlements

For more information, contact Robyn Smith, Academic Assistant II.