Claimant-Centered System Features
Easy-to-use and comprehensive, these innovative features keep MSA account administration manageable and accessible for any person.
Account Access 24/7
- First patented, web-based MSA account administration system
- 100% secure Web access with real-time account information and balances
- Single sign-on portal with claimant-approved access to outside parties
- Mobile Web accessible
Account Management Models
- Independent Management: total claimant-directed account management
- Joint Management: claimant-directed management with DataPath support
- Specialist Management: DataPath-directed management with claimant interaction
Claims Payment with mySourceCard® MasterCard® Debit Card
- Card linked to individual claimant account
- Direct access to account funds for eligible expenses
- Eliminates out-of-pocket expense reimbursement
- Permits claimant-approved transactions by guardian or caretaker
- Immediate provider payment at point-of-sale
- Eliminates delays in claims processing
- Freedom to choose medical provider and pharmacy
- Restricts transactions to medical providers and pharmacies per Medicare regulations
- Eliminates non-health care expenditures
- Controls early dissipation of account funds
- Real-time transaction information and email notification
- Simplifies claimant record-keeping
- Documents transactions for CMS reporting and/or audit purposes
- Chronological expenditure tracking per CMS policies
- Prevents fraud by unauthorized user
- Monitors for proper billing by health care provider
Claims Vault® Electronic Record Keeping
- Patented technology serves as an electronic shoebox, storing claims and receipts
entered by the claimant - Information is stored indefinitely, exceeding CMS seven year retention rule
CMS-Compliant Reporting
- Real-time reporting in multiple formats
- Lump Sum MSA reports
- Structured Settlement MSA reports
- Interest income reports and letters that meet IRS tax reporting requirements
- Real time reports allow for immediate claimant response to any CMS inquiry
Customized Account Fees
We offer a case-rated fee structure that is cost-effective for the payer and extends for the
life of the account.
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