[Code of Federal Regulations]
[Title 42, Volume 2]
[Revised as of October 1, 2002]
From the U.S. Government Printing Office via GPO Access
[CITE: 42CFR411.33]

[Page 310-312]
 
                         TITLE 42--PUBLIC HEALTH
 
                             HUMAN SERVICES
 
PART 411--EXCLUSIONS FROM MEDICARE AND LIMITATIONS ON MEDICARE PAYMENT--Table of Contents
 
  Subpart B--Insurance Coverage That Limits Medicare Payment: General 
                               Provisions
 
Sec. 411.33  Amount of Medicare secondary payment.

    (a) Services for which CMS pays on a Medicare fee schedule or 
reasonable charge basis. The Medicare secondary payment is the lowest of 
the following:
    (1) The actual charge by the supplier (or the amount the supplier is 
obligated to accept as payment in full if that is less than the charges) 
minus the amount paid by the third party payer.
    (2) The amount that Medicare would pay if the services were not 
covered by a third party payer.
    (3) The higher of the Medicare fee schedule, Medicare reasonable 
charge, or other amount which would be payable under Medicare (without 
regard to any applicable Medicare deductible or coinsurance amounts) or 
the third party payer's allowable charge (without regard to any 
deductible or co-insurance imposed by the policy or plan) minus the 
amount actually paid by the third party payer.
    (b) Example: An individual received treatment from a physician for 
which the physician charged $175. The third party payer allowed $150 of 
the charge and paid 80 percent of this amount or $120. The Medicare fee 
schedule for this treatment is $125. The individual's Part B deductible 
had been met. As secondary payer, Medicare pays the lowest of the 
following amounts:
    (1) Excess of actual charge minus the third party payment: $175-
120=$55.
    (2) Amount Medicare would pay if the services were not covered by a 
third party payer: .80x$125=$100.

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    (3) Third party payer's allowable charge without regard to its 
coinsurance (since that amount is higher than the Medicare fee schedule 
in this case) minus amount paid by the third party payer: $150-120=$30.

The Medicare payment is $30.
    (c)-(d) [Reserved]
    (e) Services reimbursed on a basis other than fee schedule, 
reasonable charge, or monthly capitation rate. The Medicare secondary 
payment is the lowest of the following:
    (1) The gross amount payable by Medicare (that is, the amount 
payable without considering the effect of the Medicare deductible and 
coinsurance or the payment by the third party payer), minus the 
applicable Medicare deductible and coinsurance amounts.
    (2) The gross amount payable by Medicare, minus the amount paid by 
the third party payer.
    (3) The provider's charges (or the amount the provider is obligated 
to accept as payment in full, if that is less than the charges), minus 
the amount payable by the third party payer.
    (4) The provider's charges (or the amount the provider is obligated 
to accept as payment in full if that is less than the charges), minus 
the applicable Medicare deductible and coinsurance amounts.
    (f) Examples: (1) A hospital furnished 7 days of inpatient hospital 
care in 1987 to a Medicare beneficiary. The provider's charges for 
Medicare-covered services totaled $2,800. The third party payer paid 
$2,360. No part of the Medicare inpatient hospital deductible of $520 
had been met. If the gross amount payable by Medicare in this case is 
$2,700, then as secondary payer, Medicare pays the lowest of the 
following amounts:
    (i) The gross amount payable by Medicare minus the Medicare 
inpatient hospital deductible: $2,700-$520=$2,180.
    (ii) The gross amount payable by Medicare minus the third party 
payment: $2,700-$2,360=$340.
    (iii) The provider's charges minus the third party payment: $2,800-
$2,360=$440.
    (iv) The provider's charges minus the Medicare deductible: $2,800-
$520=$2,280. Medicare's secondary payment is $340 and the combined 
payment made by the third party payer and Medicare on behalf of the 
beneficiary is $2,700. The $520 deductible was satisfied by the third 
party payment so that the beneficiary incurred no out-of-pocket 
expenses.
    (2) A hospital furnished 1 day of inpatient hospital care in 1987 to 
a Medicare beneficiary. The provider's charges for Medicare-covered 
services totalled $750. The third party payer paid $450. No part of the 
Medicare inpatient hospital deductible had been met previously. The 
third party payment is credited toward that deductible. If the gross 
amount payable by Medicare in this case is $850, then as secondary 
payer, Medicare pays the lowest of the following amounts:
    (i) The gross amount payable by Medicare minus the Medicare 
deductible: $850-$520=$330.
    (ii) The gross amount payable by Medicare minus the third party 
payment: $850-$450=$400.
    (iii) The provider's charges minus the third party payment: $750-
$450=$300.
    (iv) The provider's charges minus the Medicare deductible: $750-
$520=$230. Medicare's secondary payment is $230, and the combined 
payment made by the third party payer and Medicare on behalf of the 
beneficiary is $680. The hospital may bill the beneficiary $70 (the $520 
deductible minus the $450 third party payment). This fully discharges 
the beneficiary's deductible obligation.
    (3) An ESRD beneficiary received 8 dialysis treatments for which a 
facility charged $160 per treatment for a total of $1,280. No part of 
the beneficiary's $75 Part B deductible had been met. The third party 
payer paid $1,024 for Medicare-covered services. The composite rate per 
dialysis treatment at this facility is $131 or $1,048 for 8 treatments. 
As secondary payer, Medicare pays the lowest of the following:
    (i) The gross amount payable by Medicare minus the applicable 
Medicare deductible and coinsurance: $1,048-$75-$194.60=$778.40. (The 
coinsurance is calculated as follows: $1,048 composite rate-$75 
deductible=$973x.20=$194.60).
    (ii) The gross amount payable by Medicare minus the third party 
payment: $1,048-$1,024=$24.

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    (iii) The provider's charges minus the third party payment: $1,280-
$1,024=$256.
    (iv) The provider's charge minus the Medicare deductible and 
coinsurance: $1,280-$75-$194.60=1010.40. Medicare pays $24. The 
beneficiary's Medicare deductible and coinsurance were met by the third 
party payment.
    (4) A hospital furnished 5 days of inpatient care in 1987 to a 
Medicare beneficiary. The provider's charges for Medicare-covered 
services were $4,000 and the gross amount payable was $3,500. The 
provider agreed to accept $3,000 from the third party as payment in 
full. The third party payer paid $2,900 due to a deductible requirement 
under the third party plan. Medicare considers the amount the provider 
is obligated to accept as full payment ($3,000) to be the provider 
charges. The Medicare secondary payment is the lowest of the following:
    (i) The gross amount payable by Medicare minus the Medicare 
inpatient deductible: $3,500-$520=$2,980.
    (ii) The gross amount payable by Medicare minus the third party 
payment: $3,500-$2,900=$600.
    (iii) The provider's charge minus the third party payment: $3,000-
$2,900=$100.
    (iv) The provider's charges minus the Medicare inpatient deductible: 
$3,000-$520=$2,480. The Medicare secondary payment is $100. When 
Medicare is the secondary payer, the combined payment made by the third 
party payer and Medicare on behalf of the beneficiary is $3,000. The 
beneficiary has no liability for Medicare-covered services since the 
third party payment satisfied the $520 deductible.

[54 FR 41734, Oct. 11, 1989, as amended at 55 FR 1820, Jan. 19, 1990; 60 
FR 45362, Aug. 31, 1995]