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The Process

How Medvst Works

We take the stress and confusion out of Medicare Set-Aside administration. Here is how the process works, step by step.

Step by Step

Four Simple Steps

From your first call to ongoing administration, we make everything easy.

1

Contact Us for a Free Consultation

Reach out by phone, email, or through our website. We will review your settlement details and explain your options — in plain language, with no pressure and no cost.

During your initial consultation, we will ask about your settlement, your injury, your current Medicare status, and any concerns you have. This helps us understand your situation and determine exactly what services you need. Most consultations take about 30 minutes, and you will leave the call knowing exactly where you stand.

2

We Analyze Your Case

Our team reviews your settlement documents, medical records, and Medicare obligations to create a customized plan for your situation.

We examine your settlement terms, review any existing MSA allocations, check for Medicare liens or conditional payments, and assess your future medical needs related to your injury. We then prepare a clear summary of our findings and recommendations. You will know exactly what needs to happen and why.

3

We Handle Everything

From setting up your MSA account to paying medical bills to filing reports with CMS — we take care of all the details so you do not have to.

Once you give us the go-ahead, we spring into action. We set up your dedicated MSA account, register with CMS, and begin processing your medical bills. Every bill is reviewed for accuracy and eligibility before payment. We maintain detailed records of every transaction and handle all communication with Medicare, CMS, and medical providers on your behalf. You receive regular updates and can check your account status anytime through your online portal.

4

Track Your Progress Online

Access your secure client portal anytime to view your balance, payment history, reports, and documents. You are always in the loop.

Your client portal gives you 24/7 access to your MSA account information. You can see your current balance, review every payment that has been made, download copies of CMS reports, and upload documents. If you ever have questions, our team is just a phone call or email away. We believe in complete transparency — your money, your information, always accessible to you.

What to Expect

Your Experience with Medvst

Quick Response

We respond to all inquiries within one business day. Your first consultation is always free.

Bilingual Service

Full service in English and Spanish. We explain everything in clear terms you can understand.

Full Transparency

24/7 access to your client portal. View your balance, payments, and reports anytime.

Ready to Get Started?

Free consultation. No obligation. We're here to help.

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