Program_Memos / 2001 / AB-01-62

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Note:  The following article synopsis was NOT provided by HCPro. It was created by Find-A-Code/innoviHealth.

Article Overview

This article is a Medicare program memorandum for intermediaries and carriers that explains administrative handling of appeal case files for ALJ and DAB review. It covers the contents and assembly of appeal files, routing of Part B hearing requests, procedures for responding to DAB file requests, and retrieval of master record files in consolidated appeal situations. It is relevant to Medicare appeals staff, contractors, and organizations responsible for maintaining and forwarding case records.

Why This Topic Matters

Accurate file preparation and timely forwarding are essential to Medicare appeal processing and administrative review. The memorandum also establishes record-handling expectations for consolidated cases and DAB requests, making it important for contractor operations and appeals workflow compliance.

Article Sections

  1. Documents in the Appeals Case File

    Lists the categories of materials that should be included in an appeal case file and how supporting documents are organized.

  2. Assembling the File

    Describes the physical arrangement and grouping of documents in the case file for submission and recordkeeping.

  3. Forwarding Part B Case Files to OHA

    Explains where certain Part B appeal case files are sent after a hearing officer proceeding when an ALJ hearing is requested.

  4. Requests from the DAB for Claim Appeal Case Files

    Addresses DAB requests for appeal files, including response timing and request tracking expectations.

  5. Procedures for Claim Appeal Master File Retrieval

    Covers retrieval of master records in consolidated appeal cases and the handling of related files when review is requested.

What You Will Learn

  • What materials are included in Medicare appeal case files
  • How appeal case files are organized before submission
  • How certain Part B appeal files are routed for ALJ review
  • How DAB requests for case files are handled
  • How master record files are retrieved in consolidated appeal cases

Who Should Read This

  • Medicare intermediaries
  • Medicare carriers
  • Appeals staff
  • Contractor administrative staff
  • Organizations handling Medicare hearing records

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