The Medicare Set-Aside Certified Consultant™ (MSCC™) is the oldest and most widely held certification in the field of Medicare set-aside consultants and allocators.

 The International Commission on Health Care Certification® (ICHCC®) is proud of its heritage, being the oldest and largest certification agency in the United States and Canada for Life Care Planning and in the United States for Medicare Set-aside Consultants and allocators.  

For the convenience of the reader, this Certified page provides links to pages pertinent to the MSCC™ credential. You will find direct access links to the MSCC™ application page, the MSCC™ examination page, the MSCC™ recertification page, and the MSCC™ Listing. Please click on the appropriate menu button for the item you need.
Purpose: The Medicare Set-aside Certified Consultant™ (MSCC™) credential is designed to identify those professionals who work within the workers'compensation benefit system as either a health care professional, legal representative, or as an insurance claims adjuster, who have achieved specific pre-approved training in Medicare set-aside trust arrangements, and have demonstrated a breadth of knowledge regarding the development and application of the Medicare set-aside trust arrangement process. Additionally, this credential is designed to express to the consumer that the person holding the MSCC™ credential has agreed to come under the scrutiny of a certifying review board (ICHCC), to be peer reviewed, and to adhere to a set of standards governing ethics and professional behaviors.


Qualifying for the Medicare Set-aside Certified Consultant™ (MSCC™) credential is based upon one's primary career experience in one of the following areas of expertise and career focus, but not limited to:

  1. workers' compensation case management
  2. medical case management for work-related injuries
  3. legal case management with work-related injury claims
  4. insurance benefit case management
  5. social services case management of injured workers
  6. rehabilitation case management and/or direct-service care of worker's compensation recipients
  7. case management of medicare beneficiaries

The International Commission on Health Care Certification's definition of "Qualified Health Care Professional" does not apply to this credential due to the lack of case management involvement and case management applications to medicare set-aside allocations or trusts. For those who are interested, the "Qualified Health Care Professional" definition and a listing of its criteria are detailed in the ICHCC® Standards and Guidelines Manual available for download o n the home page of this web site. All certification candidates should have this manual in his or her library regardless of the non-application of the Qualified Health Care Professional definition.

The ICHCC® requires the following criteria to be met by all candidates in order to qualify to sit for the examination:

Professional Experience:  A minimum of 12 months of acceptable full time employment within the past 3 years in any of the following industry disciplines is required. Acceptable employment means that the candidate is working within the Workers’ Compensation or Liability insurance industry. Educational requirements require a minimum of an Associate's Degree. 

            Insurance Claims Adjusters
License/Certification Requirement: *see license requirement

License/Certification Requirement: License to practice law

           Certified Life Care Planners®
License/Certification Requirement: Certified Life Care Planner® (CLCP®

            Case Managers
License/Certification Requirement: Certified Case Manager (CCM)

            Disability Management Professionals
License/Certification Requirement: Certified Disability Management Specialist (CDMS)   or Certified Disability Examiner (CDE)

            Rehabilitation Specialists
License/Certification Requirement: Certified Rehabilitation Counselor (CRC), Certified    Rehabilitation Registered Nurse (CRRN)

License/Certification Requirement: Registered Nurse (RN) or Licensed Practical    Nurse/Licensed Vocational Nurse (LPN/LVN)


Paralegal Certificate and 1 year of Paralegal experience, or 3 years of Paralegal experience in a related legal field.

License Requirement

It is a requirement that the candidate has one of the licenses or certifications listed under Professional Experience, License /Certification Requirement and that the license or certification is current and the candidate is in good standing with his or her professional discipline.

**In regards to Claims Adjusters, licensing requirements vary by state. In some States, claims adjusters employed by insurance companies can work under the company license and need not become licensed themselves. Adjusters will need to provide proof the appropriate State-defined requirements are met.


The Medicare Set-aside Certified Consultant™ professional must have his or her MSCC™ credential renewed every 3 years. To maintain the use of the MSCC™ professional designation, the MSCC™ certificant is required to provide proof of 15 CEUS acquired over the certification period. Within the 15 required CEUs, at least 5 must be of ethical practice subject matter. The remaining CEUs can be of course topics related to MSAs or the certificant's area of expertise. Additional information on the renewal process can be found in the ICHCC® Practice Standards and Guidelines on pages 18 through 23.  A copy of the guidelines can be located under "Resources" in the top horizontal menu bar.

Approved Renewal CEU Hours for all ICHCC® Certifications can be found by choosing "HOME" in the top menu bar of the ICHCC® website and then choosing "News and Events", which lists approved CEU hours, as well as the "Google Calendar" that posts all approved CEU hours.  In addition, AAACEUS offers CLCP Renewal Bundle Packages and MSCC Renewal Bundle Packages as well as a variety of ICHCC® approved CEU hours.

Your MSCC™ renewal application can be emailed to the ICHCC® (This email address is being protected from spambots. You need JavaScript enabled to view it.), faxed to the ICHCC® (1-804-378-7267) or mailed.  You may also pay your renewal fee on the ICHCC® website by choosing the Shopping Cart icon in the top right hand corner of the page.

Options for Renewal

  • Option One: Documentation of 15 CEUs, with 5 of the 15 hours in ethics.
  • Option Two: Re-examination  (If the certificant's credential has already expired, re-examination is not an option.)
  • Option Three: Can request a 6-month extension.

Option One

Submit verification of 15 CEUs acquired during the certification period. If a course was preapproved, the MSCC™ professional only needs to provide the attendance verification form. The fee is $300.

If the MSCC™ professional attended a program that was not approved for MSCC™ CEUs, the required documentation must be submitted and is subject to review. This includes the attendance verification and course agenda. The renewal fee increases to $350 for any number of non-preapproved CEUs submitted with the renewal application.

Option Two

Re-examination. The fee is $795 and covers both the examination fee and certification renewal. If the MSCC™ credential has already expired, please note this option is not available. 


If the MSCC™ certificant does not desire to retest, but also lacks the necessary 15 CEUs, then the candidate can apply for an extension. This is available to MSCC™ certificants who have completed and submitted 5 of the 15 CEUs required for maintenance. A six (6) month extension may be granted. The fee is $200.

MSCC™ Commissioners

  • Amy Bilton, JD, MSCC™, CMSP-F
  • Leta Sharkey-Laugle, MS, NCC, CDMS, CRP, CLCP®, MSCC™
  • Debbie Cragen, RN, MSN, ANP-BC, NP-C, CLNC, CLCP®, MSCC™
  • Carol O'Quinn, RN, CLNC, CLCP®, MSCC™
  • Jennifer Santoro, JD, MSCC™
  • Patricia Smith, RN, BSN, MSCC™, CDMS, CLCP®
  • Michelle Letter, RN, CCM, LNCC, MSCC™
  • Casey Fundarek, BS, JD, MSCC™

Download Forms