Office of InspectorGeneral
Washington, D.C. 20201
MAY 18 2009
TO: Edwin L. Walker
Acting Assistant Secretary for Aging
Administration on Aging
~~1fM~~
~'riRWright~
FROM:
Deputy Inspector General
for Evaluation and Inspections
SUBJECT: Memorandum Report: Performance Data for the SeniorMedicare Patrol
Projects: May 2009 Performance Report, OEI-02-09-00170
This memorandum report presents performance datafor the Senior Medicare Patrol
Projects. The Office ofInspector General (OIG) has collectedthese datasince 1997. In
December2005, the Administration onAging (AoA) requested that OIG continue to collect
and report performance datafor the Senior Medicare Patrol Projects to supportAoA's
efforts to evaluate and improve the performance ofthese projects. OIG agreed to collect
performance data every 6 months butto report the dataon an annual basis.
In 2008, the 57 SeniorMedicare Patrol Projects had atotal of4,685 active volunteers.
Medicare funds recovered that were attributable to the projects were $21,068, and total savings
to Medicare, Medicaid, beneficiaries, and others were $65,735. The projects had fewer active
volunteers in 2008, comparedto the number in 2007. In addition, Medicare funds recovered and
total savings to Medicare, Medicaid, beneficiaries, and others were lower in 2008, compared to
totals in 2007.
BACKGROUND
The Senior Medicare Patrol Projects recruitretired professionals to serve as educators and
resources to beneficiaries to detect and report fraud, waste, and abuse inthe Medicare
program. At least one project is located in each ofthe 50 States, as well as inthe District of
Columbia, Puerto Rico, Guam, andthe Virgin Islands. In 2008, 57 Senior Medicare Patrol
Projects received atotal of$9.3 million from AoA.
In 2007, AoA revised some ofthe performance measures to more accurately reflect the workof
the SeniorMedicare Patrol Projects. AoA developed the following newperformance measures,
among others: number ofactive volunteers, number ofsimple inquiries, and number ofcomplex
issues. Active volunteers are individuals who are trained to assist with teaching beneficiaries
OEI-02-09-00170 PerformanceDatafortheSeniorMedicarePatrolProjects: May2009PerformanceReport Page 2   Edwin L. Walker   
 
how to detect fraud, waste, and abuse in Medicare and other health care programs.  Simple 
inquiries from beneficiaries are quickly resolved with very little research or review.  Complex 
issues involve more detailed information related to an issue or a complaint that may warrant 
further action by an investigative agency, such as the reporting of potential fraud and abuse by a 
provider.   
   
  In addition, beginning in 2007, the Senior Medicare Patrol Projects were required to measure 
health care expenditures for which the Medicare program, the Medicaid program, a beneficiary, 
or other entity (e.g., secondary health insurer, pharmacy) was relieved of responsibility for 
payment as a result of the projects.  This performance measure is referred to as cost avoidance.  
For example, if a beneficiary discovers charges for services he or she did not receive and the 
project, on behalf of the beneficiary, receives a revised billing statement from the provider, the 
project may report this as cost avoidance.   
 
Tracking Systems 
In 2001, the Centers for Medicare & Medicaid Services (CMS) required its contractors to 
provide semiannual reports on the status of all cases referred by the Senior Medicare Patrol 
Projects. These reports were referred to as the Harkin Grantee Tracking System reports.  The 
projects submitted these reports as documentation of recovered funds. 
 
Beginning in 2007, AoA developed a Web-based system named the Seniors Medicare Assistance 
and Reporting Tool for Fraud and Complaint Tracking System (SMART FACTS).  The Senior 
Medicare Patrol Projects can use SMART FACTS to track and report activities and complaints 
and to refer cases directly to an investigative agency.  With the implementation of this new 
system, CMS and AoA agreed to phase out the Harkin Grantee Tracking System reports.  
 
METHODOLOGY    
   
  This review is based on data reported by the Senior Medicare Patrol Projects.  In addition, we 
requested and reviewed documentation from the projects for the actual funds recovered to the 
Medicare program, the Medicaid program, beneficiaries, and others that were attributable to the 
projects. We also requested and reviewed documentation for the measure on cost avoidance.  
We did not review documentation for the other performance measures.  The results are presented 
in detail in the appendixes. 
 
  This review was  conducted in accordance with the Quality Standards for Inspections issued by 
the Presidents Council on Integrity and Efficiency and the Executive Council on Integrity and 
Efficiency. 
 
RESULTS 
 
Results for 2008 
In 2008, the 57 projects had a total of 4,685 active volunteers.  These volunteers educated 
beneficiaries in 6,869 group education sessions and held 24,505 one-on-one counseling sessions.  
OEI-02-09-00170 Performance Data for the Senior Medicare Patrol Projects:  May  2009 Performance Report                  2  
  Page 3   Edwin L. Walker   
 
In addition, the projects conducted 785,468 media outreach events1 and 5,742 community 
outreach education events. As a result of these training sessions and events, the projects received 
40,734 simple inquiries.  They also received 4,025 inquiries involving complex issues, of which 
441 were referred for further action. Medicare funds recovered attributable to the projects were 
$21,068 and actual savings to the beneficiaries attributable to the projects were $34,548.  Total 
savings to Medicare, Medicaid, beneficiaries, and others were $65,735. Additionally, cost 
avoidance on behalf of the Medicare program, the Medicaid program, beneficiaries, and others, 
totaled $73,006.   
 
Results since 1997 
  Since the inception of the program 12 years ago, a total of 72 projects (17 of which had closed as 
of December 2008) reported educating beneficiaries in 67,491 group education sessions and 
1,008,243 one-on-one sessions. In addition, the projects reported conducting 957,960 media 
outreach events and 63,147 community outreach education events.  Actual Medicare funds 
recovered attributable to the projects were $4,521,399.  Total savings to Medicaid, beneficiaries, 
and other payers were approximately $101 million.  Most of the $101 million in savings was the 
result of one projects involvement in adjustments to Medicaid claims for individuals entitled to 
both Medicaid and Medicare. 
   
  Documentation of Recovered Funds 
  In 2008, 7 of the 57 projects submitted eight forms of documentation.  Five forms of 
documentation showed funds recovered to the Medicare program.  The three other forms of 
documentation showed that the cases were still pending and that Medicare funds had not yet 
been recovered.  
   
  Comparison With Results for 2007 
The projects had fewer active volunteers in 2008, compared to 2007.  In 2008, projects had 
4,685 volunteers, compared to 10,338 in 2007.  The number of group education sessions held by 
the projects increased slightly in 2008; however, there was a large decrease in the number of 
one-on-one counseling sessions in 2008, compared to 2007.  Specifically, projects reported 
educating beneficiaries in 6,869 group education sessions and 24,505 one-on-one counseling 
sessions in 2008, compared to 6,587 group education sessions and 131,359 one-on-one 
counseling sessions in 2007. In addition, Medicare funds recovered and total savings to 
Medicare, Medicaid, beneficiaries, and others were lower in 2008, compared to 2007.  In 2008, 
Medicare funds recovered attributable to the projects were $21,068, compared to $302,318 in 
2007. Total savings to Medicare, Medicaid, beneficiaries, and others attributable to the projects 
were $65,735 in 2008, compared to $454,068 in 2007.   
   
   
 
1 The large number of media outreach events reported  by the projects in 2008 may be due, in  part, to the fact that 
AoA instructed the projects to count each time an event was aired or an article was published as a separate media 
outreach event.   
OEI-02-09-00170 Performance Data for the Senior Medicare Patrol Projects:  May  2009 Performance Report                  3  
  Page 4   Edwin L. Walker   
 
  CONCLUSION 
   
In 2008, the 57 Senior Medicare Patrol Projects had a total of 4,685 active volunteers.   
Medicare funds recovered that were attributable to the projects were $21,068 and total savings to 
Medicare, Medicaid, beneficiaries, and others were $65,735.  The projects had fewer active 
volunteers in 2008, compared to the number in 2007.  In addition, Medicare funds recovered and 
total savings to Medicare, Medicaid, beneficiaries, and others were lower in 2008, compared to 
totals in 2007. 
   
  We continue to emphasize that the number of  beneficiaries who have learned from the Senior 
Medicare Patrol Projects to detect fraud, waste, and abuse and who subsequently call the OIG 
fraud hotline or other contacts cannot be tracked.  Therefore, the projects may not be receiving 
full credit for savings attributable to their work.  In addition, the projects are unable to track 
substantial savings derived from a sentinel effect whereby fraud and errors are reduced in light of 
Medicare beneficiaries scrutiny of their bills.  
 
As agreed, we will continue to monitor the projects and will provide AoA with annual summary 
reports of performance data.  This memorandum report is being issued directly in final form  
because it contains no recommendations.  If you have comments or questions about this 
memorandum report, please provide them within 60 days.  Please refer to report number  
02-09-00170 in all correspondence. 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
OEI-02-09-00170 Performance Data for the Senior Medicare Patrol Projects:  May  2009 Performance Report                  4  
   
Senior Medicare Patrol Projects Performance Measure Results 


 
 
 
     
 
List of Appendixes 
 
Appendix A:  Summary of Performance for All Projects Since 1997........................................6 


 
Appendix B:  Summary of Performance for All Projects for 2008.............................................8 


 
Appendix C:  Projects Results for Each Performance Measure for 2008....................................10 


 
Appendix D:  Individual Project Results for 2008.............................................................. 35 


 
Appendix E:  Performance Measures Definitions...............................................................93

 
          5   
 
 A P P E N D I X   ~   A
 
 
 
 
Summary of Performance for All Projects Since 1997 


 
The following table provides overall performance for all 72 projects that have operated since 1997.   


 
Totals may not add up because of rounding. 


 
  
          6   
A P P E N D I X   ~   A  


Summary of Performance for All Projects Since 1997 
 
    19972007  2008  Total Since 1997 
  OUTPUT MEASURES       
1  Total number of active volunteers  10,338  4,685  15,023 
2  Total number of volunteer training hours   196,792  42,476  239,268 
3  Total number of volunteer work hours  308,563  112,832  421,395 
4  Number of media outreach events  172,492  785,468  957,960 
5  Number of community outreach education events conducted  57,405  5,742  63,147 
6  Estimated number of people reached by community outreach education events  20,834,546  1,517,132  22,351,678 
7  Number of group education sessions for beneficiaries   60,622  6,869  67,491 
8A  Number of beneficiaries who attended group education sessions   2,274,261  308,724  2,582,985 
8B  Increase in the number of beneficiaries who understand how reading their Medicare 
Summary Notice can help identify billing fraud or errors  25,272  14,450  39,722 
8C  Increase in the number of beneficiaries who understand why it is important to seek 
assistance with billing questions  25,497  17,808  43,305 
8D 
Increase in the number of beneficiaries who know why it is important to protect their 
Medicare and Social Security numbers   23,822  12,451  36,273 
9  Number of one-on-one counseling sessions held with or on behalf of a beneficiary  983,738  24,505  1,008,243 
10  Total number of simple inquiries received   69,808  40,734  110,542 
11  Total number of simple inquiries resolved    60,738  40,380  101,118 
12  Number of inquiries involving complex issues received   17,658  4,025  21,683 
13A  Number of inquiries involving complex issues referred for further action  4,004  441  4,445 
13B  Total dollar amount referred for further action  $1,517,345  $2,343,299  $3,860,644 
14  Number of complex issues resolved  5,225  2,707  7,932 
15  Number of complex issues pending further action   3,430  1,737  5,167 
16  Cost avoidance on behalf of Medicare, Medicaid, beneficiaries, or others  $7,448,327  $73,006  $7,521,333 
17A  Actual Medicare funds recovered attributable to the projects   $4,500,331  $21,068  $4,521,399 
17B  Actual Medicaid funds recovered attributable to the projects   $545,801  $0  $545,801 
17C  Actual savings to beneficiaries attributable to the projects  $3,132,995  $34,548  $3,167,543 
Other savings attributable to the projects (e.g., Supplemental Insurance, Social 
17D  Security)  $97,478,025  $10,120  $97,488,145 
17B-17D  Total savings to Medicaid, beneficiaries, and other payers  $101,156,821  $44,668  $101,201,489  
17A 17D 
Total savings attributable to the projects  $105,657,152  $65,735  $105,722,887  
          7   
 
   A P P E N D I X   ~   B
 
 
 
 
Summary of Performance for All Projects for 2008 
 
 
The following table provides data for the 57 Senior Medicare Patrol Projects that operated in 2008.  The table provides the 
performance measure results for the two 6-month reporting periods.   
 
Totals may not add up because of rounding.  
 
Two projects, the District of Columbia Friendship House Association and the Georgia Department of Human Resources, closed in  
2008. 
 
For performance measure #1, Total number of active volunteers, many of the volunteers are the same in both of the two 6-month  
periods and therefore the numbers do not sum to the total for the year.   
 
For performance measure #15, Number of complex issues pending further action, many of the complex issues are the same in both  
of the two 6-month periods and therefore the numbers do not sum to the total for the year.  
 
 
 
 
          8   
A P P E N D I X   ~   B  


S ummary of Performance for All Projects for 2008 
    JanJune  JulyDec  Total for 2008  
  OUTPUT MEASURES       
1  Total number of active volunteers  3,078  3,412  4,685 
2  Total number of volunteer training hours   24,029  18,447  42,476 
3  Total number of volunteer work hours  59,330  53,502  112,832 
4  Number of media outreach events  209,145  576,323  785,468 
5  Number of community outreach education events conducted  3,069  2,673  5,742 
6  Estimated number of people reached by community outreach education events  309,341  1,207,791  1,517,132 
7  Number of group education sessions for beneficiaries   3,499  3,370  6,869 
8A  Number of beneficiaries who attended group education sessions   179,743  128,981  308,724 
8B  Increase in the number of beneficiaries who understand how reading their 
Medicare Summary Notice can help identify billing fraud or errors  7,756  6,694  14,450 
8C  Increase in the number of beneficiaries who understand why it is important to seek 
assistance with billing questions  9,651  8,157  17,808 
8D  Increase in the number of beneficiaries who know why it is important to protect 
their Medicare and Social Security numbers  6,718  5,733  12,451 
9  Number of one-on-one counseling sessions held with or on behalf of a beneficiary  10,441  14,064  24,505 
10  Total number of simple inquiries received   20,648  20,086  40,734 
11  Total number of simple inquiries resolved    20,458  19,922  40,380 
12  Number of inquiries involving complex issues received   2,246  1,779  4,025 
13A  Number of inquiries involving complex issues referred for further action  199  242  441 
13B  Total dollar amount referred for further action  $1,567,066  $776,233  $2,343,299 
14  Number of complex issues resolved  1,414  1,293  2,707 
15  Number of complex issues pending further action   1,736  1,737  1,737 
16  Cost avoidance on behalf of Medicare, Medicaid, beneficiaries, or others  $53,038  $19,968  $73,006 
17A  Actual Medicare funds recovered attributable to the projects   $6,501  $14,567  $21,068 
17B  Actual Medicaid funds recovered attributable to the projects   $0  $0  $0 
17C  Actual savings to beneficiaries attributable to the projects  $27,232  $7,316  $34,548 
Other savings attributable to the projects (e.g., Supplemental Insurance, Social 
17D  Security)   $6,877  $3,243  $10,120 
17A 17D  Total savings attributable to the projects  $40,610  $25,126  $65,735 
          9   
 
 A P P E N D I X   ~   C
 
 
 
Projects Results for Each Performance Measure for 2008 
 
The following tables provide the results for each performance measure for each of the 57 Senior Medicare Patrol Projects operating  
in 2008.  Each table provides the performance measure results for the two 6-month reporting periods.   
 
Totals may not add up because of rounding.  
 
Two projects, the District of Columbia Friendship House Association and the Georgia Department of Human Resources, closed in  
2008. 
 
For performance measure #1, Total number of active volunteers, many of the volunteers are the same in both of the two 6-month  
periods and therefore the numbers do not sum to the total for the year.   
 
For performance measure #15, Number of complex issues pending further action, many of the complex issues are the same in both  
of the two 6-month periods and therefore the numbers do not sum to the total for the year.  
 
 
 
          10   
A P P E N D I X   ~   C  


 
PERFORMANCE MEASURE 1:  Total Number of Active Volunteers 
  JanJune  JulyDec  Total for 2008      JanJune  JulyDec  Total for 2008  
Alabama  25  21  31    Montana  47  52  52 
Alaska  28  19  33    Nebraska  74  72  114 
Arizona   15  14  25    Nevada  2  0  2 
Arkansas  69  57  99    New Hampshire  1  30  30 
California  130  161  242    New Jersey   8  4  10 
Colorado  62  3  62    New Mexico  23  31  32 
Connecticut  36  31  67    New York  384  415  420 
Delaware  19  21  23    North Carolina   4  4  4 
District of Columbia  AARP  27  46  55    North Dakota   16  15  28 
District of Columbia  FH   4  0  4    Ohio  23  34  52 
Florida  157  111  234    Oklahoma  13  18  23 
Georgia  AAA  24  3  24    Oregon   103  115  139 
Georgia  GeorgiaCares   91  57  115    Pennsylvania  43  33  49 
Guam  16  9  18    Puerto Rico  12  12  13 
Hawaii  16  30  36    Rhode Island   138  12  139 
Idaho  99  123  172    South Carolina  45  0  45 
Illinois  34  15  40    South Dakota   29  94  103 
Indiana  66  306  337    Tennessee  13  35  40 
Iowa  56  42  70    Texas  BBBEF  3  8  10 
Kansas  56  63  105    Texas  NHCOA  166  148  200 
Kentucky  67  91  126    Utah  122  116  152 
Louisiana  10  9  13    Vermont  29  21  34 
Maine  61  78  98    Virginia  58  81  82 
Maryland  105  123  133    Virgin Islands  44  23  48 
Massachusetts  13  25  26    Washington   57  72  72 
Michigan   154  301  320    West Virginia    40  68  68 
Minnesota  42  49  78    Wisconsin   35  34  47 
Mississippi  30  25  45    Wyoming  10  2  12 
Missouri  24  30  34       
          11    
A P P E N D I X   ~   C  


 
PERFORMANCE MEASURE 2:  Total Number of Volunteer Training Hours 
  JanJune  JulyDec  Total for 2008      JanJune  JulyDec  Total for 2008  
Alabama  80  67  147    Montana  188  130  318 
Alaska  74  154  228    Nebraska  1,855  315  2,170 
Arizona   0  0  0    Nevada  1  0  1 
Arkansas  122  70  192    New Hampshire  0  200  200 
California  258  180  438    New Jersey    0  4  4 
Colorado  959  3  962    New Mexico  0  0  0 
Connecticut  548  616  1,164    New York  1,071  208  1,279 
Delaware  173  1,078  1,251    North Carolina   13  46  59 
District of Columbia  AARP  158  219  377    North Dakota   16  28  44 
District of Columbia  FH   0  0  0    Ohio  72  195  267 
Florida  264  177  441    Oklahoma  0  12  12 
Georgia  AAA  250  10  260    Oregon   1  0  1 
Georgia  GeorgiaCares   163  227  390    Pennsylvania  47  0  47 
Guam  384  183  567    Puerto Rico  136  80  216 
Hawaii  31  52  83    Rhode Island   1,297  11  1,308 
Idaho  807  787  1,594    South Carolina  432  0  432 
Illinois  48  4  52    South Dakota   0  533  533 
Indiana  62  665  727    Tennessee  9  311  320 
Iowa  25  198  223    Texas  BBBEF  0  4  4 
Kansas  169  170  339    Texas  NHCOA  1,987  603  2,590 
Kentucky  83  575  658    Utah  127  219  346 
Louisiana  30  93  123    Vermont  265  101  366 
Maine  2,421  727  3,148    Virginia  155  0  155 
Maryland  2,338  2,334  4,672    Virgin Islands  308  88  396 
Massachusetts  3,920  120  4,040    Washington   1,026  67  1,093 
Michigan   1,070  5,647  6,717    West Virginia    76  85  161 
Minnesota  216  378  594    Wisconsin   17  99  116 
Mississippi  117  358  475    Wyoming  160  16  176 
Missouri  0  0  0       
          12   
A P P E N D I X   ~   C  


 
PERFORMANCE MEASURE 3:  Total Number of Volunteer Work Hours 
  JanJune  JulyDec  Total for 2008  JanJune  JulyDec  Total for 2008  
Alabama  117  2,993  3,110    Montana  300  181  481 
Alaska  633  0  633    Nebraska  528  0  528 
Arizona   1,518  4,516  6,034    Nevada  3  0  3 
Arkansas  574  1,305  1,879    New Hampshire  5  117  122 
California  1,105  1,349  2,454    New Jersey   58  27  85 
Colorado  492  3  495    New Mexico  0  0  0 
Connecticut  1,016  6  1,022    New York  412  1,668  2,080 
Delaware  569  1,386  1,955    North Carolina   215  171  386 
District of Columbia  AARP  186  136  322    North Dakota   64  87  151 
District of Columbia  FH   22  0  22    Ohio  92  140  232 
Florida  348  586  934    Oklahoma  313  661  974 
Georgia  AAA  164  0  164    Oregon   704  925  1,629 
Georgia  GeorgiaCares   1,042  2,183  3,225    Pennsylvania  536  467  1,003 
Guam  587  657  1,244    Puerto Rico  72  288  360 
Hawaii  162  180  342    Rhode Island   1,712  300  2,012 
Idaho  1,051  3,557  4,608    South Carolina  841  0  841 
Illinois  518  75  593    South Dakota   101  83  184 
Indiana  407  618  1,025    Tennessee  118  156  274 
Iowa  1,535  1,030  2,565    Texas  BBBEF  16  63  79 
Kansas  141  205  346    Texas  NHCOA  20,832  7,030  27,862 
Kentucky  1,787  961  2,748    Utah  4,084  3,129  7,213 
Louisiana  389  393  782    Vermont  282  390  672 
Maine  1,004  1,497  2,501    Virginia  0  1,880  1,880 
Maryland  2,632  4,750  7,382    Virgin Islands  840  240  1,080 
Massachusetts  1,800  3,120  4,920    Washington   4,751  753  5,504 
Michigan   8  0  8    West Virginia    642  996  1,638 
Minnesota  227  168  395    Wisconsin   224  250  474 
Mississippi  1,084  1,006  2,090    Wyoming  0  10  10 
Missouri  467  810  1,277       
          13   
A P P E N D I X   ~   C  


 
PERFORMANCE MEASURE 4:  Number of Media Outreach Events  
  JanJune  JulyDec  Total for 2008  JanJune  JulyDec  Total for 2008  
Alabama  88  127  215    Montana  13,099  123  13,222 
Alaska  31  2  33    Nebraska  49  2  51 
Arizona   0  0  0    Nevada  1,733  3  1,736 
Arkansas  30  360  390    New Hampshire  2,120  1,306  3,426 
California  57  259  316    New Jersey   1,022  234  1,256 
Colorado  13  37  50    New Mexico  0  0  0 
Connecticut  21   9  30    New York  36  50  86 
Delaware  5  0  5    North Carolina   56,275  102  56,377 
District of Columbia  AARP  3  139  142    North Dakota   6  3  9 
District of Columbia  FH   0  0  0    Ohio  23  22  45 
Florida  34  55  89    Oklahoma  7  422  429 
Georgia  AAA  10  0  10    Oregon   44  28  72 
Georgia  GeorgiaCares   84  3,682  3,766    Pennsylvania  7  2  9 
Guam  25,916  18,537  44,453    Puerto Rico  1  1  2 
Hawaii  0  0  0    Rhode Island   7  1  8 
Idaho  4  5  9    South Carolina  13  0  13 
Illinois  35  33  68    South Dakota   0  2  2 
Indiana  1,090  1,987  3,077    Tennessee  9  55  64 
Iowa  213  38  251    Texas  BBBEF  1  9  10 
Kansas  0  18  18    Texas  NHCOA  34  22  56 
Kentucky  88  114,133  114,221    Utah  53,656  122,920  176,576 
Louisiana  255  91  346    Vermont  19  34  53 
Maine  7,022  1,502  8,524    Virginia  30,704  27,006  57,710 
Maryland  60  59  119    Virgin Islands  0  139  139 
Massachusetts  11,000  2,116  13,116    Washington   245  32  277 
Michigan   16  134  150    West Virginia    177  359  536 
Minnesota  8  0  8    Wisconsin   3,774  3,616  7,390 
Mississippi  0  276,501  276,501    Wyoming  0  2  2 
Missouri  1  4  5       
          14   
A P P E N D I X   ~   C  


 
PERFORMANCE MEASURE 5:  Number of Community Outreach Education Events Conducted 
  JanJune  JulyDec  Total for 2008  JanJune  JulyDec  Total for 2008  
Alabama  194  131  325    Montana  18  14  32 
Alaska  3  6  9    Nebraska  79  99  178 
Arizona   62  26  88    Nevada  14  9  23 
Arkansas  16  24  40    New Hampshire  28  25  53 
California  17  61  78    New Jersey   28  13  41 
Colorado  10  7  17    New Mexico  168  160  328 
Connecticut  36  29  65    New York  38  127  165 
Delaware  39  29  68    North Carolina   82  23  105 
District of Columbia  AARP  11  20  31    North Dakota   13  18  31 
District of Columbia  FH   2  0  2    Ohio  17  13  30 
Florida  83  89  172    Oklahoma  60  31  91 
Georgia  AAA  6  0  6    Oregon   9  78  87 
Georgia  GeorgiaCares   242  73  315    Pennsylvania  29  51  80 
Guam  13  12  25    Puerto Rico  72  94  166 
Hawaii  8  16  24    Rhode Island   149  127  276 
Idaho  28  29  57    South Carolina  76  112  188 
Illinois  86  96  182    South Dakota   2  4  6 
Indiana  69  81  150    Tennessee  140  61  201 
Iowa  284  149  433    Texas  BBBEF  5  22  27 
Kansas  19  4  23    Texas  NHCOA  76  21  97 
Kentucky  63  52  115    Utah  36  30  66 
Louisiana  38  13  51    Vermont  1  0  1 
Maine  48  36  84    Virginia  97  81  178 
Maryland  56  61  117    Virgin Islands  17  11  28 
Massachusetts  6  10  16    Washington   20  82  102 
Michigan   9  22  31    West Virginia   34  15  49 
Minnesota  18  19  37    Wisconsin   61  42  103 
Mississippi  66  65  131    Wyoming  15  30  45 
Missouri  153  120  273       
          15   
A P P E N D I X   ~   C  


 
PERFORMANCE MEASURE 6:  Estimated Number of People Reached by Community Outreach Education Events  
  JanJune  JulyDec  Total for 2008  JanJune  JulyDec  Total for 2008  
Alabama  18,033  11,054  29,087    Montana  919  698  1,617 
Alaska  120  94,451  94,571    Nebraska  6,531  10,655  17,186 
Arizona   1,471  2,035  3,506    Nevada  1,410  1,345  2,755 
Arkansas  2,321  3,705  6,026    New Hampshire  1,634  6,173  7,807 
California  1,097  10,705  11,802    New Jersey   3,571  934  4,505 
Colorado  514  370  884    New Mexico  5,447  15,039  20,486 
Connecticut  6,366  560,293  566,659    New York  11,744  229,339  241,083 
Delaware  1,976  3,008  4,984    North Carolina   16,650  3,738  20,388 
District of Columbia  AARP  8,695  6,501  15,196    North Dakota   1,403  2,453  3,856 
District of Columbia  FH   20  0  20    Ohio  1,490  1,156  2,646 
Florida  9,627  8,286  17,913    Oklahoma  3,903  5,115  9,018 
Georgia  AAA  274  0  274    Oregon   3,754  4,765  8,519 
Georgia  GeorgiaCares   25,758  12,744  38,502    Pennsylvania  2,268  3,506  5,774 
Guam  917  1,488  2,405    Puerto Rico  5,399  11,431  16,830 
Hawaii  1,715  2,660  4,375    Rhode Island   21,237  18,363  39,600 
Idaho  2,756  1,929  4,685    South Carolina  15,413  4,560  19,973 
Illinois  5,581  11,459  17,040    South Dakota   165  271  436 
Indiana  13,790  15,746  29,536    Tennessee  13,359  4,296  17,655 
Iowa  16,447  2,145  18,592    Texas  BBBEF  515  5,925  6,440 
Kansas  1,249  1,114  2,363    Texas  NHCOA  9,949  6,764  16,713 
Kentucky  3,431  3,574  7,005    Utah  5,322  2,363  7,685 
Louisiana  588  128  716    Vermont  450  0  450 
Maine  2,959  1,816  4,775    Virginia  13,104  7,189  20,293 
Maryland  4,473  9,167  13,640    Virgin Islands  1,613  768  2,381 
Massachusetts  886  547  1,433    Washington   836  6,794  7,630 
Michigan   595  51,979  52,574    West Virginia    16,436  15,112  31,548 
Minnesota  1,727  4,740  6,467    Wisconsin   3,665  4,708  8,373 
Mississippi  2,339  6,011  8,350    Wyoming  569  1,499  2,068 
Missouri  4,860  5,177  10,037       
          16   
A P P E N D I X   ~   C  


 
PERFORMANCE MEASURE 7:  Number of Group Education Sessions for Beneficiaries 
  JanJune  JulyDec  Total for 2008  JanJune  JulyDec  Total for 2008  
Alabama  180  149  329    Montana  82  81  163 
Alaska  3  3  6    Nebraska  24  46  70 
Arizona   18  74  92    Nevada  21  3  24 
Arkansas  21  42  63    New Hampshire  75  30  105 
California  329  380  709    New Jersey   58  64  122 
Colorado  34  36  70    New Mexico  0  0  0 
Connecticut  30  25  55    New York  292  333  625 
Delaware  20  18  38    North Carolina   90  33  123 
District of Columbia  AARP  17  23  40    North Dakota   42  39  81 
District of Columbia  FH   1  0  1    Ohio  29  37  66 
Florida  103  140  243    Oklahoma  59  90  149 
Georgia  AAA  104  0  104    Oregon   8  55  63 
Georgia  GeorgiaCares   226  201  427    Pennsylvania  75  50  125 
Guam  0  54  54    Puerto Rico  14  20  34 
Hawaii  11  23  34    Rhode Island   37  9  46 
Idaho  39  69  108    South Carolina  38  13  51 
Illinois  126  126  252    South Dakota   0  9  9 
Indiana  75  124  199    Tennessee  19  55  74 
Iowa  267  190  457    Texas  BBBEF  38  38  76 
Kansas  19  15  34    Texas  NHCOA  131  46  177 
Kentucky  31  37  68    Utah  49  41  90 
Louisiana  18  3  21    Vermont  19  21  40 
Maine  46  27  73    Virginia  65  94  159 
Maryland  72  80  152    Virgin Islands  0  40  40 
Massachusetts  9  12  21    Washington  23  13  36 
Michigan   91  15  106    West Virginia   26  20  46 
Minnesota  184  130  314    Wisconsin   53  40  93 
Mississippi  32  16  48    Wyoming  5  2  7 
Missouri  21  36  57       
          17   
A P P E N D I X   ~   C  


 
PERFORMANCE MEASURE 8A:  Number of Beneficiaries Who Attended Group Education Sessions 
  JanJune  JulyDec  Total for 2008  JanJune  JulyDec  Total for 2008  
Alabama  5,983  4,249  10,232    Montana  2,387  2,377  4,764 
Alaska  118  161  279    Nebraska  756  2,203  2,959 
Arizona   651  4,862  5,513    Nevada  872  180  1,052 
Arkansas  451  2,114  2,565    New Hampshire  1,922  802  2,724 
California  8,284  11,628  19,912    New Jersey   1,875  1,931  3,806 
Colorado  587  855  1,442    New Mexico  0  0  0 
Connecticut  897  895  1,792    New York  12,242  11,896  24,138 
Delaware  459  327  786    North Carolina   6,308  2,061  8,369 
District of Columbia  AARP  332  366  698    North Dakota   930  989  1,919 
District of Columbia  FH   0  0  0    Ohio  692  791  1,483 
Florida  4,523  4,419  8,942    Oklahoma  17,493  2,739  20,232 
Georgia  AAA  2,450  0  2,450    Oregon   259  1,566  1,825 
Georgia  GeorgiaCares   7,528  7,103  14,631    Pennsylvania  1,974  1,160  3,134 
Guam  0  991  991    Puerto Rico  565  481  1,046 
Hawaii  361  732  1,093    Rhode Island   1,817  608  2,425 
Idaho  1,413  2,242  3,655    South Carolina  1,007  640  1,647 
Illinois  3,196  3,555  6,751    South Dakota   0  340  340 
Indiana  1,742  2,929  4,671    Tennessee  263  1,510  1,773 
Iowa  6,013  3,903  9,916    Texas  BBBEF  1,569  900  2,469 
Kansas  2,522  556  3,078    Texas  NHCOA  3,833  1,652  5,485 
Kentucky  792  7,059  7,851    Utah  3,091  5,036  8,127 
Louisiana  270  37  307    Vermont  358  631  989 
Maine  1,002  464  1,466    Virginia  1,891  2,181  4,072 
Maryland  1,518  2,632  4,150    Virgin Islands  0  292  292 
Massachusetts  266  439  705    Washington   824  200  1,024 
Michigan   58,457  18,287  76,744    West Virginia    1,598  1,096  2,694 
Minnesota  1,918  1,325  3,243    Wisconsin   1,668  1,056  2,724 
Mississippi  755  624  1,379    Wyoming  247  50  297 
Missouri  814  859  1,673       
          18   
A P P E N D I X   ~   C  


 
PERFORMANCE MEASURE 8B:   Increase in Number of  Beneficiaries Who Understand How Reading Their  
                                                Medicare Summary Notice Can Help Identify Billing Fraud or Errors 
  JanJune  JulyDec  Total for 2008  JanJune  JulyDec  Total for 2008  
Alabama  221  177  398    Montana  101  30  131 
Alaska  17  0  17    Nebraska  161  102  263 
Arizona   19  55  74    Nevada  18  0  18 
Arkansas  146  281  427    New Hampshire  84  41  125 
California  35  29  64    New Jersey   349  381  730 
Colorado  0  0  0    New Mexico  0  0  0 
Connecticut  233  262  495    New York  115  47  162 
Delaware  56  147  203    North Carolina   513  0  513 
District of Columbia  AARP  70  103  173    North Dakota   177  108  285 
District of Columbia  FH   4  0  4    Ohio  123  85  208 
Florida  12  128  140    Oklahoma  0  136  136 
Georgia  AAA  217  0  217    Oregon   63  19  82 
Georgia  GeorgiaCares   24  480  504    Pennsylvania  43  66  109 
Guam  0  273  273    Puerto Rico  0  62  62 
Hawaii  3  0  3    Rhode Island   888  0  888 
Idaho  127  656  783    South Carolina  0  40  40 
Illinois  29  31  60    South Dakota   0  168  168 
Indiana  104  45  149    Tennessee  42  3  45 
Iowa  209  95  304    Texas  BBBEF  45  70  115 
Kansas  132  38  170    Texas  NHCOA  2,128  897  3,025 
Kentucky  338  302  640    Utah  56  120  176 
Louisiana  0  7  7    Vermont  10  54  64 
Maine  123  0  123    Virginia  3  24  27 
Maryland  220  207  427    Virgin Islands  0  161  161 
Massachusetts  311  401  712    Washington   2  11  13 
Michigan   0  33  33    West Virginia    87  122  209 
Minnesota  40  25  65    Wisconsin   49  139  188 
Mississippi  0  17  17    Wyoming  0  16  16 
Missouri  9  0  9       
          19 

  
A P P E N D I X   ~   C  


 
PERFORMANCE MEASURE 8C:   Increase in Number of   Beneficiaries Who Understand Why It Is Important To   
                                                                                                   Seek Assistance With Billing Questions  
  JanJune  JulyDec  Total for 2008  JanJune  JulyDec  Total for 2008  
Alabama  104  150  254    Montana  176  66  242 
Alaska  17  0  17    Nebraska  135  185  320 
Arizona   30  63  93    Nevada  23  0  23 
Arkansas  177  334  511    New Hampshire  162  89  251 
California  30  49  79    New Jersey   587  568  1,155 
Colorado  0  0  0    New Mexico  0  0  0 
Connecticut  329  336  665    New York  626  29  655 
Delaware  132  161  293    North Carolina   423  125  548 
District of Columbia  AARP  128  159  287    North Dakota   273  104  377 
District of Columbia  FH   10  0  10    Ohio  159  90  249 
Florida  29  167  196    Oklahoma  0  219  219 
Georgia  AAA  272  0  272    Oregon   52  16  68 
Georgia  GeorgiaCares   28  595  623    Pennsylvania  83  93  176 
Guam  0  239  239    Puerto Rico  0  90  90 
Hawaii  3  0  3    Rhode Island   805  0  805 
Idaho  213  894  1,107    South Carolina  0  24  24 
Illinois  29  40  69    South Dakota   0  161  161 
Indiana  177  59  236    Tennessee  27  3  30 
Iowa  458  263  721    Texas  BBBEF  224  82  306 
Kansas  107  27  134    Texas  NHCOA  2,186  841  3,027 
Kentucky  216  360  576    Utah  153  209  362 
Louisiana  15  12  27    Vermont  21  72  93 
Maine  162  0  162    Virginia  3  16  19 
Maryland  313  212  525    Virgin Islands  0  172  172 
Massachusetts  208  402  610    Washington   2  15  17 
Michigan   0  27  27    West Virginia    209  180  389 
Minnesota  53  23  76    Wisconsin   58  105  163 
Mississippi  0  15  15    Wyoming  0  16  16 
Missouri  24  0  24       
          20 

  
A P P E N D I X   ~   C  


 
PERFORMANCE MEASURE 8D:  Increase in Number of Beneficiaries Who Know Why It Is Important To  
                            Protect Their Medicare and Social Security Numbers 
  JanJune  JulyDec  Total for 2008  JanJune  JulyDec  Total for 2008  
Alabama  104  401  505    Montana  71  34  105 
Alaska  16  0  16    Nebraska  105  206  311 
Arizona   15  35  50    Nevada  8  0  8 
Arkansas  81  339  420    New Hampshire  68  54  122 
California  27  43  70    New Jersey   261  224  485 
Colorado  0  0  0    New Mexico  0  0  0 
Connecticut  166  122  288    New York  111  7  118 
Delaware  46  100  146    North Carolina   918  75  993 
District of Columbia  AARP  14  44  58    North Dakota   62  50  112 
District of Columbia  FH   2  0  2    Ohio  89  30  119 
Florida  4  111  115    Oklahoma  0  237  237 
Georgia  AAA  191  0  191    Oregon   71  13  84 
Georgia  GeorgiaCares   14  495  509    Pennsylvania  30  34  64 
Guam  0  256  256    Puerto Rico  0  60  60 
Hawaii  2  0  2    Rhode Island   812  0  812 
Idaho  163  354  517    South Carolina  0  86  86 
Illinois  21  17  38    South Dakota   0  175  175 
Indiana  99  31  130    Tennessee  19  0  19 
Iowa  201  86  287    Texas  BBBEF  23  39  62 
Kansas  135  35  170    Texas  NHCOA  1,646  1,008  2,654 
Kentucky  238  56  294    Utah  143  25  168 
Louisiana  0  1  1    Vermont  6  36  42 
Maine  90  0  90    Virginia  3  6  9 
Maryland  357  221  578    Virgin Islands  0  113  113 
Massachusetts  177  338  515    Washington   4  0  4 
Michigan   0  26  26    West Virginia    57  47  104 
Minnesota  14  14  28    Wisconsin   28  34  62 
Mississippi  0  3  3    Wyoming  0  12  12 
Missouri  6  0  6       
          21 

  
A P P E N D I X   ~   C  


 
PERFORMANCE MEASURE 9:  Number of One-on-One Counseling Sessions Held With or on Behalf of a Beneficiary  
  JanJune  JulyDec  Total for 2008  JanJune  JulyDec  Total for 2008  
Alabama  49  165  214    Montana  272  183  455 
Alaska  1  0  1    Nebraska  2  68  70 
Arizona   0  2  2    Nevada  15  6  21 
Arkansas  327  378  705    New Hampshire  0  2  2 
California  0  1  1    New Jersey   50  66  116 
Colorado  0  0  0    New Mexico  0  0  0 
Connecticut  0   3  3    New York  42  1,775  1,817 
Delaware  113  178  291    North Carolina   1  0  1 
District of Columbia  AARP  2  7  9    North Dakota   9  17  26 
District of Columbia  FH   0  0  0    Ohio  11  0  11 
Florida  9  1  10    Oklahoma  2  32  34 
Georgia  AAA  90  0  90    Oregon   487  2,006  2,493 
Georgia  GeorgiaCares   4  39  43    Pennsylvania  89  453  542 
Guam  23  59  82    Puerto Rico  397  195  592 
Hawaii  0  0  0    Rhode Island   446  378  824 
Idaho  2  171  173    South Carolina  0  19  19 
Illinois  70  115  185    South Dakota   11  163  174 
Indiana  12  186  198    Tennessee  79  74  153 
Iowa  48  22  70    Texas  BBBEF  0  1  1 
Kansas  5  0  5    Texas  NHCOA  6,234  4,321  10,555 
Kentucky  554  534  1,088    Utah  115  655  770 
Louisiana  19  26  45    Vermont  0  0  0 
Maine  138  874  1,012    Virginia  1  0  1 
Maryland  83  185  268    Virgin Islands  0  37  37 
Massachusetts  29  85  114    Washington   0  77  77 
Michigan   0  0  0    West Virginia    125  407  532 
Minnesota  125  88  213    Wisconsin   31  4  35 
Mississippi  3  0  3    Wyoming  0  4  4 
Missouri  316  2  318       
          22   
A P P E N D I X   ~   C  


 
PERFORMANCE MEASURE 10:  Total Number of Simple Inquiries Received 
  JanJune  JulyDec  Total for 2008  JanJune  JulyDec  Total for 2008  
Alabama  198  226  424    Montana  4  1  5 
Alaska  11  5  16    Nebraska  1,538  2,039  3,577 
Arizona   360  175  535    Nevada  74  23  97 
Arkansas  203  211  414    New Hampshire  1  3  4 
California  27  20  47    New Jersey   126  95  221 
Colorado  14  52  66    New Mexico  0  1  1 
Connecticut  28  112  140    New York  44  42  86 
Delaware  48  59  107    North Carolina   0  0  0 
District of Columbia  AARP  25  21  46    North Dakota   105  33  138 
District of Columbia  FH   0  0  0    Ohio  59  34  93 
Florida  55  47  102    Oklahoma  31  116  147 
Georgia  AAA  80  0  80    Oregon   77  710  787 
Georgia  GeorgiaCares   702  1,769  2,471    Pennsylvania  7  10  17 
Guam  304  555  859    Puerto Rico  250  325  575 
Hawaii  37  35  72    Rhode Island   766  994  1,760 
Idaho  726  1,520  2,246    South Carolina  162  37  199 
Illinois  92  112  204    South Dakota   72  83  155 
Indiana  54  97  151    Tennessee  103  148  251 
Iowa  122  138  260    Texas  BBBEF  68  98  166 
Kansas  84  41  125    Texas  NHCOA  11,159  4,378  15,537 
Kentucky  351  1,166  1,517    Utah  65  198  263 
Louisiana  172  331  503    Vermont  0  1  1 
Maine  329  176  505    Virginia  58  88  146 
Maryland  395  635  1,030    Virgin Islands  0  6  6 
Massachusetts  66  227  293    Washington   0  63  63 
Michigan   117  7  124    West Virginia    143  540  683 
Minnesota  201  235  436    Wisconsin   217  239  456 
Mississippi  2  58  60    Wyoming  24  48  72 
Missouri  692  1,703  2,395       
          23   
A P P E N D I X   ~   C  


 
PERFORMANCE MEASURE 11:  Total Number of Simple Inquiries Resolved 
  JanJune  JulyDec  Total for 2008  JanJune  JulyDec  Total for 2008  
Alabama  195  223  418    Montana  4  1  5 
Alaska  7  5  12    Nebraska  1,530  2,038  3,568 
Arizona   360  175  535    Nevada  61  23  84 
Arkansas  197  210  407    New Hampshire  1  3  4 
California  24  19  43    New Jersey   126  94  220 
Colorado  14  52  66    New Mexico  0  1  1 
Connecticut  28  112  140    New York  44  39  83 
Delaware  41  39  80    North Carolina   0  0  0 
District of Columbia  AARP  25  21  46    North Dakota   105  33  138 
District of Columbia  FH   0  0  0    Ohio  58  32  90 
Florida  54  47  101    Oklahoma  31  115  146 
Georgia  AAA  80  0  80    Oregon   76  707  783 
Georgia  GeorgiaCares   698  1,762  2,460    Pennsylvania  7  10  17 
Guam  304  555  859    Puerto Rico  221  324  545 
Hawaii  37  35  72    Rhode Island   735  941  1,676 
Idaho  726  1,520  2,246    South Carolina  162  37  199 
Illinois  91  112  203    South Dakota   72  83  155 
Indiana  54  96  150    Tennessee  98  148  246 
Iowa  122  138  260    Texas  BBBEF  68  98  166 
Kansas  68  40  108    Texas  NHCOA  11,153  4,377  15,530 
Kentucky  338  1,140  1,478    Utah  64  196  260 
Louisiana  172  331  503    Vermont  0  1  1 
Maine  329  167  496    Virginia  53  83  136 
Maryland  387  634  1,021    Virgin Islands  0  6  6 
Massachusetts  66  227  293    Washington   0  63  63 
Michigan   117  7  124    West Virginia    143  538  681 
Minnesota  201  235  436    Wisconsin   194  221  415 
Mississippi  2  58  60    Wyoming  24  48  72 
Missouri  691  1,702  2,393       
          24   
A P P E N D I X   ~   C  


 
PERFORMANCE MEASURE 12:  Number of Inquiries Involving Complex Issues Received 
  JanJune  JulyDec  Total for 2008  JanJune  JulyDec  Total for 2008  
Alabama  31  4  35    Montana  6  9  15 
Alaska  0  3  3    Nebraska  12  18  30 
Arizona   0  9  9    Nevada  20  3  23 
Arkansas  39  19  58    New Hampshire  3  8  11 
California  47  52  99    New Jersey   12  12  24 
Colorado  22  7  29    New Mexico  53  43  96 
Connecticut  15   7  22    New York  29  17  46 
Delaware  11  7  18    North Carolina   0  0  0 
District of Columbia  AARP  6  3  9    North Dakota   2  7  9 
District of Columbia  FH   0  0  0    Ohio  7  8  15 
Florida  52  30  82    Oklahoma  3  3  6 
Georgia  AAA  59  0  59    Oregon - SMP  0  10  10 
Georgia  GeorgiaCares   0  56  56    Pennsylvania  3  14  17 
Guam  1  3  4    Puerto Rico  1  0  1 
Hawaii  2  5  7    Rhode Island   38  5  43 
Idaho  17  1  18    South Carolina  7  3  10 
Illinois  17  17  34    South Dakota   22  0  22 
Indiana  8  8  16    Tennessee  19  40  59 
Iowa  9  9  18    Texas  BBBEF  14  44  58 
Kansas  25  15  40    Texas  NHCOA  158  240  398 
Kentucky  3  72  75    Utah  23  56  79 
Louisiana  0  5  5    Vermont  12  2  14 
Maine  12  5  17    Virginia  0  1  1 
Maryland  40  46  86    Virgin Islands  0  0  0 
Massachusetts  12  42  54    Washington   260  24  284 
Michigan   54  8  62    West Virginia    34  51  85 
Minnesota  745  538  1,283    Wisconsin   17  22  39 
Mississippi  234  145  379    Wyoming  0  1  1 
Missouri  30  22  52       
          25   
A P P E N D I X   ~   C  


 
PERFORMANCE MEASURE 13A:  Number of  Inquiries Involving Complex Issues Referred for Further Action     
  JanJune  JulyDec  Total for 2008  JanJune  JulyDec  Total for 2008  
Alabama  1  0  1    Montana  2  3  5 
Alaska  0  0  0    Nebraska  0  2  2 
Arizona   0  1  1    Nevada  4  1  5 
Arkansas  2  2  4    New Hampshire  0  2  2 
California  44  42  86    New Jersey    5  3  8 
Colorado  14  13  27    New Mexico  6  4  10 
Connecticut  0   2  2    New York   0  1  1 
Delaware  0  0  0    North Carolina   0  0  0 
District of Columbia  AARP  4  1  5    North Dakota   0  0  0 
District of Columbia  FH   0  0  0    Ohio  2  3  5 
Florida  14  17  31    Oklahoma  0  0  0 
Georgia  AAA  7  2  9    Oregon   0  2  2 
Georgia  GeorgiaCares   1  16  17    Pennsylvania  1  0  1 
Guam  0  1  1    Puerto Rico  1  0  1 
Hawaii  0  8  8    Rhode Island   2  0  2 
Idaho  0  0  0    South Carolina  1  2  3 
Illinois  7  3  10    South Dakota   4  0  4 
Indiana  3  3  6    Tennessee  1  11  12 
Iowa  5  2  7    Texas  BBBEF  1  1  2 
Kansas  12  3  15    Texas  NHCOA  6  0  6 
Kentucky  1  1  2    Utah  4  0  4 
Louisiana  0  0  0    Vermont  3  1  4 
Maine  2  1  3    Virginia  0  1  1 
Maryland  2  1  3    Virgin Islands  0  0  0 
Massachusetts  0  4  4    Washington   0  0  0 
Michigan   8  1  9    West Virginia    2  29  31 
Minnesota  2  45  47    Wisconsin   8  2  10 
Mississippi  11  1  12    Wyoming  0  0  0 
Missouri  6  4  10       
          26   
A P P E N D I X   ~   C  


 
PERFORMANCE MEASURE 13B:  Total Dollar Amount Referred for Further Action  
  JanJune  JulyDec  Total for 2008  JanJune  JulyDec  Total for 2008  
Alabama  $13,523  $0  $13,523    Montana  $3,583  $12,426  $16,009 
Alaska  $0  $0  $0    Nebraska  $53,740  $18,288  $72,028 
Arizona   $0  $0  $0    Nevada  $18,844  $1,000  $19,844 
Arkansas  $119  $590  $709    New Hampshire  $305  $9,546  $9,851 
California  $829,756  $107,496  $937,252    New Jersey   $3,694  $87,026  $90,720 
Colorado  $128,827  $42,440  $171,268    New Mexico  $41,366  $183,677  $225,043 
Connecticut  $240  $1,692  $1,932    New York  $59,764  $47,583  $107,347 
Delaware  $1,842  $465  $2,307    North Carolina   $0  $0  $0 
District of Columbia  AARP  $600  $0  $600    North Dakota   $0  $0  $0 
District of Columbia  FH   $0  $0  $0    Ohio  $3,615  $2,109  $5,724 
Florida  $39,075  $35,138  $74,213    Oklahoma  $0  $0  $0 
Georgia  AAA  $30,347  $0  $30,347    Oregon   $0  $125  $125 
Georgia  GeorgiaCares   $0  $21,850  $21,850    Pennsylvania  $0  $289  $289 
Guam  $0  $1,073  $1,073    Puerto Rico  $21,659  $0  $21,659 
Hawaii  $0  $989  $989    Rhode Island   $0  $0  $0 
Idaho  $1,583  $10,459  $12,042    South Carolina  $25,002  $1,615  $26,617 
Illinois  $1,816  $11,697  $13,513    South Dakota   $149  $0  $149 
Indiana  $4,658  $433  $5,092    Tennessee  $359  $0  $359 
Iowa  $354  $81  $435    Texas  BBBEF  $8,463  $25,214  $33,677 
Kansas  $24,086  $39,212  $63,299    Texas  NHCOA  $171,267  $22,005  $193,272 
Kentucky  $0  $1,348  $1,348    Utah  $8,306  $0  $8,306 
Louisiana  $0  $0  $0    Vermont  $128  $0  $128 
Maine  $0  $25,710  $25,710    Virginia  $0  $359  $359 
Maryland  $9,024  $5,180  $14,204    Virgin Islands  $0  $0  $0 
Massachusetts  $74  $619  $693    Washington   $0  $10,960  $10,960 
Michigan   $17,117  $1,560  $18,677    West Virginia    $1,665  $16,853  $18,518 
Minnesota  $37,101  $28,284  $65,385    Wisconsin   $0  $0  $0 
Mississippi  $250  $0  $250    Wyoming  $0  $0  $0 
Missouri  $4,766  $840  $5,606       
 
          27   
A P P E N D I X   ~   C  


 
PERFORMANCE MEASURE 14:  Number of Complex Issues Resolved 
  JanJune  JulyDec  Total for 2008  JanJune  JulyDec  Total for 2008  
Alabama  22  7  29    Montana  3  6  9 
Alaska  0  0  0    Nebraska  7  12  19 
Arizona   6  4  10    Nevada  11  6  17 
Arkansas  18  4  22    New Hampshire  0  3  3 
California  10  14  24    New Jersey    5  4  9 
Colorado  6  6  12    New Mexico  38  43  81 
Connecticut  3   2  5    New York  11  16  27 
Delaware  5  5  10    North Carolina   0  0  0 
District of Columbia  AARP  4  1  5    North Dakota   2  5  7 
District of Columbia  FH   0  0  0    Ohio  1  2  3 
Florida  26  7  33    Oklahoma  1  2  3 
Georgia  AAA  33  6  39    Oregon   1  1  2 
Georgia  GeorgiaCares   0  12  12    Pennsylvania  0  10  10 
Guam  0  3  3    Puerto Rico  0  0  0 
Hawaii  5  0  5    Rhode Island   2  1  3 
Idaho  17  3  20    South Carolina  1  0  1 
Illinois  10  21  31    South Dakota   19  4  23 
Indiana  3  3  6    Tennessee  9  21  30 
Iowa  5  5  10    Texas  BBBEF  23  3  26 
Kansas  4  2  6    Texas  NHCOA  241  113  354 
Kentucky  2  63  65    Utah  3  51  54 
Louisiana  0  0  0    Vermont  10  2  12 
Maine  1  0  1    Virginia  0  0  0 
Maryland  25  13  38    Virgin Islands  0  0  0 
Massachusetts  3  24  27    Washington   1  35  36 
Michigan   52  3  55    West Virginia    2  33  35 
Minnesota  705  545  1,250    Wisconsin   11  13  24 
Mississippi  42  153  195    Wyoming  0  0  0 
Missouri  5  1  6       
          28   
A P P E N D I X   ~   C  


 
PERFORMANCE MEASURE 15:  Number of Complex Issues Pending Further Action  
  JanJune  JulyDec  Total for 2008  JanJune  JulyDec  Total for 2008  
Alabama  22  22  22    Montana  20  20  20 
Alaska  1  1  1    Nebraska  23  23  23 
Arizona   4  4  4    Nevada  18  18  18 
Arkansas  73  73  73    New Hampshire  15  15  15 
California  157  157  157    New Jersey   44  44  44 
Colorado  51  51  51    New Mexico  80  80  80 
Connecticut  15  15  15    New York  84  84  84 
Delaware  11  11  11    North Carolina   0  0  0 
District of Columbia  AARP  2  2  2    North Dakota   0  0  0 
District of Columbia  FH   0  0  0    Ohio  26  26  26 
Florida  159  160  160    Oklahoma  3  3  3 
Georgia  AAA  36  36  36    Oregon - SMP  11  11  11 
Georgia  GeorgiaCares   47  47  47    Pennsylvania  9  9  9 
Guam  6  6  6    Puerto Rico  2  2  2 
Hawaii  2  2  2    Rhode Island   41  41  41 
Idaho  7  7  7    South Carolina  41  41  41 
Illinois  6  6  6    South Dakota   0  0  0 
Indiana  18  18  18    Tennessee  44  44  44 
Iowa  17  17  17    Texas  BBBEF  62  62  62 
Kansas  55  55  55    Texas  NHCOA  78  78  78 
Kentucky  4  4  4    Utah  37  37  37 
Louisiana  3  3  3    Vermont  16  16  16 
Maine  17  17  17    Virginia  8  8  8 
Maryland  21  21  21    Virgin Islands  0  0  0 
Massachusetts  5  5  5    Washington   24  24  24 
Michigan   40  40  40    West Virginia    83  83  83 
Minnesota  26  26  26    Wisconsin   20  20  20 
Mississippi  88  88  88    Wyoming  0  0  0 
Missouri  54  54  54       
          29   
A P P E N D I X   ~   C  


 
PERFORMANCE MEASURE 16:  Cost Avoidance on Behalf of Medicare, Medicaid, Beneficiaries, or Others 
  JanJune  JulyDec  Total for 2008  JanJune  JulyDec  Total for 2008  
Alabama  $0  $0  $0    Montana  $0  $0  $0 
Alaska  $0  $0  $0    Nebraska  $40,368  $193  $40,561 
Arizona   $0  $0  $0    Nevada  $0  $0  $0 
Arkansas  $0  $0  $0    New Hampshire  $0  $0  $0 
California  $0  $0  $0    New Jersey   $0  $0  $0 
Colorado  $963  $0  $963    New Mexico  $3,372  $10,411  $13,783 
Connecticut  $0  $0  $0    New York  $0  $0  $0 
Delaware  $0  $0  $0    North Carolina   $0  $0  $0 
District of Columbia  AARP  $0  $0  $0    North Dakota   $0  $0  $0 
District of Columbia  FH   $0  $0  $0    Ohio  $0  $0  $0 
Florida  $60  $0  $60    Oklahoma  $0  $0  $0 
Georgia  AAA  $0  $0  $0    Oregon   $0  $0  $0 
Georgia  GeorgiaCares   $0  $0  $0    Pennsylvania  $0  $0  $0 
Guam  $0  $0  $0    Puerto Rico  $0  $0  $0 
Hawaii  $0  $0  $0    Rhode Island   $0  $0  $0 
Idaho  $1,369  $2,512  $3,881    South Carolina  $0  $0  $0 
Illinois  $0  $105  $105    South Dakota   $0  $0  $0 
Indiana  $0  $0  $0    Tennessee  $0  $0  $0 
Iowa  $0  $0  $0    Texas  BBBEF  $0  $0  $0 
Kansas  $2,879  $0  $2,879    Texas  NHCOA  $2,670  $1,720  $4,389 
Kentucky  $0  $0  $0    Utah  $0  $0  $0 
Louisiana  $0  $0  $0    Vermont  $0  $0  $0 
Maine  $0  $2,175  $2,175    Virginia  $0  $0  $0 
Maryland  $0  $0  $0    Virgin Islands  $0  $0  $0 
Massachusetts  $0  $0  $0    Washington   $0  $0  $0 
Michigan   $0  $0  $0    West Virginia    $0  $0  $0 
Minnesota  $1,357  $2,852  $4,209    Wisconsin   $0  $0  $0 
Mississippi  $0  $0  $0    Wyoming  $0  $0  $0 
Missouri  $0  $0  $0       
          30   
A P P E N D I X   ~   C  


 
PERFORMANCE MEASURE 17A:  Actual Medicare Funds Recovered Attributable to the Projects 
  JanJune  JulyDec  Total for 2008  JanJune  JulyDec  Total for 2008  
Alabama  $0  $0  $0    Montana  $0  $0  $0 
Alaska  $0  $0  $0    Nebraska  $0  $0  $0 
Arizona   $0  $0  $0    Nevada  $0  $0  $0 
Arkansas  $0  $0  $0    New Hampshire  $0  $0  $0 
California  $0  $0  $0    New Jersey   $0  $0  $0 
Colorado  $0  $0  $0    New Mexico  $0  $14,567  $14,567 
Connecticut  $0  $0  $0    New York  $2,193  $0  $2,193 
Delaware  $0  $0  $0    North Carolina   $0  $0  $0 
District of Columbia  AARP  $0  $0  $0    North Dakota   $0  $0  $0 
District of Columbia  FH   $0  $0  $0    Ohio  $0  $0  $0 
Florida  $615  $0  $615    Oklahoma  $0  $0  $0 
Georgia  AAA  $0  $0  $0    Oregon   $0  $0  $0 
Georgia  GeorgiaCares   $0  $0  $0    Pennsylvania  $0  $0  $0 
Guam  $0  $0  $0    Puerto Rico  $0  $0  $0 
Hawaii  $0  $0  $0    Rhode Island   $0  $0  $0 
Idaho  $0  $0  $0    South Carolina  $0  $0  $0 
Illinois  $0  $0  $0    South Dakota   $0  $0  $0 
Indiana  $0  $0  $0    Tennessee  $0  $0  $0 
Iowa  $0  $0  $0    Texas  BBBEF  $0  $0  $0 
Kansas  $0  $0  $0    Texas  NHCOA  $0  $0  $0 
Kentucky  $0  $0  $0    Utah  $0  $0  $0 
Louisiana  $0  $0  $0    Vermont  $0  $0  $0 
Maine  $0  $0  $0    Virginia  $0  $0  $0 
Maryland  $0  $0  $0    Virgin Islands  $0  $0  $0 
Massachusetts  $0  $0  $0    Washington   $0  $0  $0 
Michigan   $0  $0  $0    West Virginia    $0  $0  $0 
Minnesota  $0  $0  $0    Wisconsin   $0  $0  $0 
Mississippi  $0  $0  $0    Wyoming  $0  $0  $0 
Missouri  $3,693  $0  $3,693       
          31   
A P P E N D I X   ~   C  


 
PERFORMANCE MEASURE 17B:  Actual Medicaid Funds Recovered Attributable to the Projects  
  JanJune  JulyDec  Total for 2008  JanJune  JulyDec  Total for 2008  
Alabama  $0  $0  $0    Montana  $0  $0  $0 
Alaska  $0  $0  $0    Nebraska  $0  $0  $0 
Arizona   $0  $0  $0    Nevada  $0  $0  $0 
Arkansas  $0  $0  $0    New Hampshire  $0  $0  $0 
California  $0  $0  $0    New Jersey   $0  $0  $0 
Colorado  $0  $0  $0    New Mexico  $0  $0  $0 
Connecticut  $0  $0  $0    New York  $0  $0  $0 
Delaware  $0  $0  $0    North Carolina   $0  $0  $0 
District of Columbia  AARP  $0  $0  $0    North Dakota   $0  $0  $0 
District of Columbia  FH   $0  $0  $0    Ohio  $0  $0  $0 
Florida  $0  $0  $0    Oklahoma  $0  $0  $0 
Georgia  AAA  $0  $0  $0    Oregon   $0  $0  $0 
Georgia  GeorgiaCares   $0  $0  $0    Pennsylvania  $0  $0  $0 
Guam  $0  $0  $0    Puerto Rico  $0  $0  $0 
Hawaii  $0  $0  $0    Rhode Island   $0  $0  $0 
Idaho  $0  $0  $0    South Carolina  $0  $0  $0 
Illinois  $0  $0  $0    South Dakota   $0  $0  $0 
Indiana  $0  $0  $0    Tennessee  $0  $0  $0 
Iowa  $0  $0  $0    Texas  BBBEF  $0  $0  $0 
Kansas  $0  $0  $0    Texas  NHCOA  $0  $0  $0 
Kentucky  $0  $0  $0    Utah  $0  $0  $0 
Louisiana  $0  $0  $0    Vermont  $0  $0  $0 
Maine  $0  $0  $0    Virginia  $0  $0  $0 
Maryland  $0  $0  $0    Virgin Islands  $0  $0  $0 
Massachusetts  $0  $0  $0    Washington  $0  $0  $0 
Michigan   $0  $0  $0    West Virginia   $0  $0  $0 
Minnesota  $0  $0  $0    Wisconsin   $0  $0  $0 
Mississippi  $0  $0  $0    Wyoming  $0  $0  $0 
Missouri  $0  $0  $0       
          32   
A P P E N D I X   ~   C  


 
PERFORMANCE MEASURE 17C:  Actual Savings to Beneficiaries Attributable to the Projects  
  JanJune  JulyDec  Total for 2008  JanJune  JulyDec  Total for 2008  
Alabama  $0  $0  $0    Montana  $10,256  $382  $10,638 
Alaska  $0  $0  $0    Nebraska  $0  $0  $0 
Arizona   $0  $0  $0    Nevada  $0  $0  $0 
Arkansas  $0  $0  $0    New Hampshire  $0  $0  $0 
California  $0  $0  $0    New Jersey   $0  $0  $0 
Colorado  $3,434  $3,116  $6,550    New Mexico  $4,162  $0  $4,162 
Connecticut  $0  $0  $0    New York  $0  $0  $0 
Delaware  $0  $0  $0    North Carolina   $0  $0  $0 
District of Columbia  AARP  $0  $0  $0    North Dakota   $0  $0  $0 
District of Columbia  FH   $0  $0  $0    Ohio  $0  $0  $0 
Florida  $398  $118  $516    Oklahoma  $0  $0  $0 
Georgia  AAA  $0  $0  $0    Oregon   $0  $0  $0 
Georgia  GeorgiaCares   $0  $0  $0    Pennsylvania  $0  $0  $0 
Guam  $0  $477  $477    Puerto Rico  $0  $0  $0 
Hawaii  $0  $0  $0    Rhode Island   $0  $0  $0 
Idaho  $858  $584  $1,442    South Carolina  $0  $0  $0 
Illinois  $909  $1,668  $2,577    South Dakota   $0  $0  $0 
Indiana  $0  $0  $0    Tennessee  $133  $386  $518 
Iowa  $0  $0  $0    Texas  BBBEF  $0  $0  $0 
Kansas  $100  $0  $100    Texas  NHCOA  $1,085  $0  $1,085 
Kentucky  $0  $0  $0    Utah  $1,326  $0  $1,326 
Louisiana  $0  $0  $0    Vermont  $0  $0  $0 
Maine  $0  $585  $585    Virginia  $0  $0  $0 
Maryland  $0  $0  $0    Virgin Islands  $0  $0  $0 
Massachusetts  $0  $0  $0    Washington   $0  $0  $0 
Michigan   $0  $0  $0    West Virginia    $0  $0  $0 
Minnesota  $1,964  $0  $1,964    Wisconsin   $0  $0  $0 
Mississippi  $0  $0  $0    Wyoming  $0  $0  $0 
Missouri  $2,607  $0  $2,607       
          33   
A P P E N D I X   ~   C  


 
PERFORMANCE MEASURE 17D:  Other Savings Attributable to the Projects 
  JanJune  JulyDec  Total for 2008  JanJune  JulyDec  Total for 2008  
Alabama  $0  $0  $0    Montana  $0  $0  $0 
Alaska  $0  $0  $0    Nebraska  $0  $3,114  $3,114 
Arizona   $0  $0  $0    Nevada  $0  $0  $0 
Arkansas  $0  $0  $0    New Hampshire  $0  $0  $0 
California  $0  $0  $0    New Jersey   $0  $0  $0 
Colorado  $0  $0  $0    New Mexico  $0  $0  $0 
Connecticut  $0  $0  $0    New York  $0  $0  $0 
Delaware  $0  $0  $0    North Carolina   $0  $0  $0 
District of Columbia  AARP  $0  $0  $0    North Dakota   $0  $0  $0 
District of Columbia  FH   $0  $0  $0    Ohio  $0  $0  $0 
Florida  $0  $0  $0    Oklahoma  $0  $0  $0 
Georgia  AAA  $0  $0  $0    Oregon   $0  $0  $0 
Georgia  GeorgiaCares   $0  $0  $0    Pennsylvania  $0  $0  $0 
Guam  $0  $0  $0    Puerto Rico  $0  $0  $0 
Hawaii  $0  $0  $0    Rhode Island   $0  $0  $0 
Idaho  $0  $0  $0    South Carolina  $0  $0  $0 
Illinois  $0  $0  $0    South Dakota   $0  $0  $0 
Indiana  $0  $0  $0    Tennessee  $0  $0  $0 
Iowa  $0  $0  $0    Texas  BBBEF  $0  $0  $0 
Kansas  $0  $0  $0    Texas  NHCOA  $0  $130  $130 
Kentucky  $0  $0  $0    Utah  $5,909  $0  $5,909 
Louisiana  $0  $0  $0    Vermont  $0  $0  $0 
Maine  $0  $0  $0    Virginia  $0  $0  $0 
Maryland  $0  $0  $0    Virgin Islands  $0  $0  $0 
Massachusetts  $0  $0  $0    Washington   $0  $0  $0 
Michigan   $0  $0  $0    West Virginia    $0  $0  $0 
Minnesota  $968  $0  $968    Wisconsin   $0  $0  $0 
Mississippi  $0  $0  $0    Wyoming  $0  $0  $0 
Missouri  $0  $0  $0       
          34   
 
 A P P E N D I X   ~   D
 
 
 
Individual Project Results for 2008 
 
The following tables provide the results for each performance measure for each of the 57 Senior Medicare Patrol Projects operating in 
2008.  Each table provides the performance measure results for the two 6-month reporting periods.  
 
Totals may not add up because of rounding.  
 
Two projects, the District of Columbia Friendship House Association and the Georgia Department of Human Resources, closed in  
2008. 
 
For performance measure #1,Total number of active volunteers, many of the volunteers are the same in both of the two 6-month 
periods and therefore the numbers do not sum to the total for the year.   
 
For performance measure #15, Number of complex issues pending further action, many of the complex issues are the same in both  
of the two 6-month periods and therefore the numbers do not sum to the total for the year.  
 
 
 
          35   
A P P E N D I X ~ D  


  Alabama  Department of Senior Services, Montgomery  
In operation since:  July 2006  
JanJune  JulyDec  Total for 2008  
  OUTPUT MEASURES       
1  Total number of active volunteers  25  21  31 
2  Total number of volunteer training hours   80  67  147 
3  Total number of volunteer work hours  117  2,993  3,110 
4  Number of media outreach events  88  127  215 
5  Number of community outreach education events conducted  194  131  325 
6  Estimated number of people reached by community outreach education 
events  18,033  11,054  29,087 
7  Number of group education sessions for beneficiaries   180  149  329 
8A  Number of beneficiaries who attended group education sessions   5,983  4,249  10,232 
8B  Increase in the number of beneficiaries who understand how reading their 
Medicare Summary Notice can help identify billing fraud or errors  221  177  398 
8C  Increase in the number of beneficiaries who understand why it is important 
to seek assistance with billing questions   104  150  254 
8D  Increase in the number of beneficiaries who know why it is important to 
protect their Medicare and Social Security numbers   104  401  505 
9  Number of one-on-one counseling sessions held with or on behalf of a 
beneficiary  49  165  214 
10  Total number of simple inquiries received   198  226  424 
11  Total number of simple inquiries resolved    195  223  418 
12  Number of inquiries involving complex issues received   31  4  35 
13A  Number of inquiries involving complex issues referred for further action  1  0  1 
13B  Total dollar amount referred for further action  $13,523  $0  $13,523 
14  Number of complex issues resolved  22  7  29 
15  Number of complex issues pending further action   22  22  22 
16  Cost avoidance on behalf of Medicare, Medicaid, beneficiaries, or others  $0  $0  $0 
17A  Actual Medicare funds recovered attributable to the projects   $0  $0  $0 
17B  Actual Medicaid funds recovered attributable to the projects   $0  $0  $0 
17C  Actual savings to beneficiaries attributable to the projects  $0  $0  $0 
17D  Other savings attributable to the projects (e.g., Supplemental Insurance, 
Social Security)  $0  $0  $0 
17A 17D  Total savings attributable to the projects  $0  $0  $0 
          36   
  A P P E N D I X ~ D  


 Alaska  Medicare Senior Information & Referral Office, Anchorage  
In operation since:  July 1999  
JanJune  JulyDec  Total for 2008  
  OUTPUT MEASURES       
1  Total number of active volunteers  28  19  33 
2  Total number of volunteer training hours   74  154  228 
3  Total number of volunteer work hours  633  0  633 
4  Number of media outreach events  31  2  33 
5  Number of community outreach education events conducted  3  6  9  
6  Estimated number of people reached by community outreach education 
events  120  94,451  94,571 
7  Number of group education sessions for beneficiaries   3  3  6  
8A  Number of beneficiaries who attended group education sessions   118  161  279 
8B  Increase in the number of beneficiaries who understand how reading their 
Medicare Summary Notice can help identify billing fraud or errors  17  0  17 
8C  Increase in the number of beneficiaries who understand why it is important 
to seek assistance with billing questions  17  0  17 
8D  Increase in the number of beneficiaries who know why it is important to 
protect their Medicare and Social Security numbers   16  0  16 
9  Number of one-on-one counseling sessions held with or on behalf of a 
beneficiary  1  0  1  
10  Total number of simple inquiries received   11  5  16 
11  Total number of simple inquiries resolved  7  5  12 
12  Number of inquiries involving complex issues received   0  3  3  
13A  Number of inquiries involving complex issues referred for further action  0  0  0  
13B  Total dollar amount referred for further action  $0  $0  $0 
14  Number of complex issues resolved  0  0  0  
15  Number of complex issues pending further action   1  1  1  
16  Cost avoidance on behalf of Medicare, Medicaid, beneficiaries, or others  $0  $0  $0 
17A  Actual Medicare funds recovered attributable to the projects   $0  $0  $0 
17B  Actual Medicaid funds recovered attributable to the projects   $0  $0  $0 
17C  Actual savings to beneficiaries attributable to the projects  $0  $0  $0 
17D  Other savings attributable to the projects (e.g., Supplemental Insurance, 
Social Security)  $0  $0  $0 
17A 17D  Total savings attributable to the projects  $0  $0  $0 
 
          37   
A P P E N D I X   ~   D  


  Arizona  Arizona Department of Economic Security, Phoenix  
In operation since:  July 1999  
JanJune  JulyDec  Total for 2008  
  OUTPUT MEASURES       
1  Total number of active volunteers  15  14  25 
2  Total number of volunteer training hours   0  0  0  
3  Total number of volunteer work hours  1,518  4,516  6,034 
4  Number of media outreach events  0  0  0  
5  Number of community outreach education events conducted  62  26  88 
6  Estimated number of people reached by community outreach education 
events  1,471  2,035  3,506 
7  Number of group education sessions for beneficiaries   18  74  92 
8A  Number of beneficiaries who attended group education sessions   651  4,862  5,513 
8B  Increase in the number of beneficiaries who understand how reading their 
Medicare Summary Notice can help identify billing fraud or errors  19  55  74 
8C  Increase in the number of beneficiaries who understand why it is important 
to seek assistance with billing questions  30  63  93 
8D  Increase in the number of beneficiaries who know why it is important to 
protect their Medicare and Social Security numbers   15  35  50 
9  Number of one-on-one counseling sessions held with or on behalf of a 
beneficiary  0  2  2  
10  Total number of simple inquiries received   360  175  535 
11  Total number of simple inquiries resolved    360  175  535 
12  Number of inquiries involving complex issues received   0  9  9  
13A  Number of inquiries involving complex issues referred for further action  0  1  1  
13B  Total dollar amount referred for further action  $0  $0  $0 
14  Number of complex issues resolved  6  4  10 
15  Number of complex issues pending further action   4  4  4  
16  Cost avoidance on behalf of Medicare, Medicaid, beneficiaries, or others  $0  $0  $0 
17A  Actual Medicare funds recovered attributable to the projects   $0  $0  $0 
17B  Actual Medicaid funds recovered attributable to the projects   $0  $0  $0 
17C  Actual savings to beneficiaries attributable to the projects  $0  $0  $0 
17D  Other savings attributable to the projects (e.g., Supplemental Insurance, 
Social Security)  $0  $0  $0 
17A 17D  Total savings attributable to the projects  $0  $0  $0 
          38   
A P P E N D I X   ~   D  


Arkansas  Arkans as Department of Human Services, Division of Aging and Adult Services, Little Rock  
In operation since:   July 2002  
JanJune  JulyDec  Total for 2008  
  OUTPUT MEASURES       
1  Total number of active volunteers  69  57  99 
2  Total number of volunteer training hours   122  70  192 
3  Total number of volunteer work hours  574  1,305  1,879 
4  Number of media outreach events  30  360  390 
5  Number of community outreach education events conducted  16  24  40 
6  Estimated number of people reached by community outreach education 
events  2,321  3,705  6,026 
7  Number of group education sessions for beneficiaries   21  42  63 
8A  Number of beneficiaries who attended group education sessions   451  2,114  2,565 
8B  Increase in the number of beneficiaries who understand how reading their 
Medicare Summary Notice can help identify billing fraud or errors  146  281  427 
8C  Increase in the number of beneficiaries who understand why it is important 
to seek assistance with billing questions  177  334  511 
8D  Increase in the number of beneficiaries who know why it is important to 
protect their Medicare and Social Security numbers   81  339  420 
9  Number of one-on-one counseling sessions held with or on behalf of a 
beneficiary  327  378  705 
10  Total number of simple inquiries received   203  211  414 
11  Total number of simple inquiries resolved    197  210  407 
12  Number of inquiries involving complex issues received   39  19  58 
13A  Number of inquiries involving complex issues referred for further action  2  2  4  
13B  Total dollar amount referred for further action  $119  $590  $709 
14  Number of complex issues resolved  18  4  22 
15  Number of complex issues pending further action   73  73  73 
16  Cost avoidance on behalf of Medicare, Medicaid, beneficiaries, or others  $0  $0  $0 
17A  Actual Medicare funds recovered attributable to the projects   $0  $0  $0 
17B  Actual Medicaid funds recovered attributable to the projects   $0  $0  $0 
17C  Actual savings to beneficiaries attributable to the projects  $0  $0  $0 
17D  Other savings attributable to the projects (e.g., Supplemental Insurance, 
Social Security)  $0  $0  $0 
17A 17D  Total savings attributable to the projects  $0  $0  $0 
 
          39   
A P P E N D I X   ~   D  


California  Cal ifornia Health Insurance Counseling Advocacy Programs Association, Santa Ana  
In operation since:  July 1997  
JanJune  JulyDec  Total for 2008  
  OUTPUT MEASURES     
1  Total number of active volunteers  130  161  242 
2  Total number of volunteer training hours   258  180  438 
3  Total number of volunteer work hours  1,105  1,349  2,454 
4  Number of media outreach events  57  259  316 
5  Number of community outreach education events conducted  17  61  78 
6  Estimated number of people reached by community outreach education 
events  1,097  10,705  11,802 
7  Number of group education sessions for beneficiaries   329  380  709 
8A  Number of beneficiaries who attended group education sessions   8,284  11,628  19,912 
8B  Increase in the number of beneficiaries who understand how reading their 
Medicare Summary Notice can help identify billing fraud or errors  35  29  64 
8C  Increase in the number of beneficiaries who understand why it is important 
to seek assistance with billing questions  30  49  79 
8D  Increase in the number of beneficiaries who know why it is important to 
protect their Medicare and Social Security numbers   27  43  70 
9  Number of one-on-one counseling sessions held with or on behalf of a 
beneficiary  0  1  1  
10  Total number of simple inquiries received   27  20  47 
11  Total number of simple inquiries resolved    24  19  43 
12  Number of inquiries involving complex issues received   47  52  99 
13A  Number of inquiries involving complex issues referred for further action  44  42  86 
13B  Total dollar amount referred for further action  $829,756  $107,496  $937,252 
14  Number of complex issues resolved  10  14  24 
15  Number of complex issues pending further action   157  157  157 
16  Cost avoidance on behalf of Medicare, Medicaid, beneficiaries, or others  $0  $0  $0 
17A  Actual Medicare funds recovered attributable to the projects   $0  $0  $0 
17B  Actual Medicaid funds recovered attributable to the projects   $0  $0  $0 
17C  Actual savings to beneficiaries attributable to the projects  $0  $0  $0 
17D  Other savings attributable to the projects (e.g., Supplemental Insurance, 
Social Security)  $0  $0  $0 
17A 17D  Total savings attributable to the projects  $0  $0  $0 
 
          40   
A P P E N D I X   ~   D  


  Colorado  Colorado Division of Insurance, Denver  
In operation since:  July 1997  
JanJune  JulyDec  Total for 2008  
  OUTPUT MEASURES       
1  Total number of active volunteers  62  3  62 
2  Total number of volunteer training hours   959  3  962 
3  Total number of volunteer work hours  492  3  495 
4  Number of media outreach events  13  37  50 
5  Number of community outreach education events conducted  10  7  17 
6  Estimated number of people reached by community outreach education 
events  514  370  884 
7  Number of group education sessions for beneficiaries   34  36  70 
8A  Number of beneficiaries who attended group education sessions   587  855  1,442 
8B  Increase in the number of beneficiaries who understand how reading their 
Medicare Summary Notice can help identify billing fraud or errors  0  0  0  
8C  Increase in the number of beneficiaries who understand why it is important 
to seek assistance with billing questions  0  0  0  
8D  Increase in the number of beneficiaries who know why it is important to 
protect their Medicare and Social Security numbers   0  0  0  
9  Number of one-on-one counseling sessions held with or on behalf of a 
beneficiary  0  0  0  
10  Total number of simple inquiries received   14  52  66 
11  Total number of simple inquiries resolved    14  52  66 
12  Number of inquiries involving complex issues received   22  7  29 
13A  Number of inquiries involving complex issues referred for further action  14  13  27 
13B  Total dollar amount referred for further action  $128,827  $42,440  $171,268 
14  Number of complex issues resolved  6  6  12 
15  Number of complex issues pending further action   51  51  51 
16  Cost avoidance on behalf of Medicare, Medicaid, beneficiaries, or others  $963  $0  $963 
17A  Actual Medicare funds recovered attributable to the projects   $0  $0  $0 
17B  Actual Medicaid funds recovered attributable to the projects   $0  $0  $0 
17C  Actual savings to beneficiaries attributable to the projects  $3,434  $3,116  $6,550 
17D  Other savings attributable to the projects (e.g., Supplemental Insurance, 
Social Security)  $0  $0  $0 
17A 17D  Total savings attributable to the projects  $3,434  $3,116  $6,550 
          41   
A P P E N D I X   ~   D  


Connecticut   Connecticut Department of Social Services, Aging Services Division, Hartford  
In operation since:  July 1999  
JanJune  JulyDec  Total for 2008  
  OUTPUT MEASURES       
1  Total number of active volunteers  36  31  67 
2  Total number of volunteer training hours   548  616  1,164 
3  Total number of volunteer work hours  1,016  6  1,022 
4  Number of media outreach events  21  9  30 
5  Number of community outreach education events conducted  36  29  65 
6  Estimated number of people reached by community outreach education 
events  6,366  560,293  566,659 
7  Number of group education sessions for beneficiaries   30  25  55 
8A  Number of beneficiaries who attended group education sessions   897  895  1,792 
8B  Increase in the number of beneficiaries who understand how reading their 
Medicare Summary Notice can help identify billing fraud or errors  233  262  495 
8C  Increase in the number of beneficiaries who understand why it is important 
to seek assistance with billing questions  329  336  665 
8D  Increase in the number of beneficiaries who know why it is important to 
protect their Medicare and Social Security numbers   166  122  288 
9  Number of one-on-one counseling sessions held with or on behalf of a 
beneficiary  0  3  3  
10  Total number of simple inquiries received   28  112  140 
11  Total number of simple inquiries resolved    28  112  140 
12  Number of inquiries involving complex issues received   15  7  22 
13A  Number of inquiries involving complex issues referred for further action  0  2  2  
13B  Total dollar amount referred for further action  $240  $1,692  $1,932 
14  Number of complex issues resolved  3  2  5  
15  Number of complex issues pending further action   15  15  15 
16  Cost avoidance on behalf of Medicare, Medicaid, beneficiaries, or others  $0  $0  $0 
17A  Actual Medicare funds recovered attributable to the projects   $0  $0  $0 
17B  Actual Medicaid funds recovered attributable to the projects   $0  $0  $0 
17C  Actual savings to beneficiaries attributable to the projects  $0  $0  $0 
17D  Other savings attributable to the projects (e.g., Supplemental Insurance, 
Social Security)  $0  $0  $0 
17A 17D  Total savings attributable to the projects  $0  $0  $0 
          42   
A P P E N D I X   ~   D  


 
Delaware  Delaware Partners - Division of Aging and Adults With Physical Disabilities, New Castle  
In operation since:  July 1999  
JanJune  JulyDec  Total for 2008  
  OUTPUT MEASURES       
1  Total number of active volunteers  19  21  23 
2  Total number of volunteer training hours   173  1,078  1,251 
3  Total number of volunteer work hours  569  1,386  1,955 
4  Number of media outreach events  5  0  5  
5  Number of community outreach education events conducted  39  29  68 
6  Estimated number of people reached by community outreach education 
events  1,976  3,008  4,984 
7  Number of group education sessions for beneficiaries   20  18  38 
8A  Number of beneficiaries who attended group education sessions   459  327  786 
8B  Increase in the number of beneficiaries who understand how reading their 
Medicare Summary Notice can help identify billing fraud or errors  56  147  203 
8C  Increase in the number of beneficiaries who understand why it is important 
to seek assistance with billing questions  132  161  293 
8D  Increase in the number of beneficiaries who know why it is important to 
protect their Medicare and Social Security numbers   46  100  146 
9  Number of one-on-one counseling sessions held with or on behalf of a 
beneficiary  113  178  291 
10  Total number of simple inquiries received   48  59  107 
11  Total number of simple inquiries resolved    41  39  80 
12  Number of inquiries involving complex issues received   11  7  18 
13A  Number of inquiries involving complex issues referred for further action  0  0  0  
13B  Total dollar amount referred for further action  $1,842  $465  $2,307 
14  Number of complex issues resolved  5  5  10 
15  Number of complex issues pending further action   11  11  11 
16  Cost avoidance on behalf of Medicare, Medicaid, beneficiaries, or others  $0  $0  $0 
17A  Actual Medicare funds recovered attributable to the projects   $0  $0  $0 
17B  Actual Medicaid funds recovered attributable to the projects   $0  $0  $0 
17C  Actual savings to beneficiaries attributable to the projects  $0  $0  $0 
17D  Other savings attributable to the projects (e.g., Supplemental Insurance, 
Social Security)  $0  $0  $0 
17A 17D  Total savings attributable to the projects  $0  $0  $0 
          43   
A P P E N D I X   ~   D  


 District of Columbia  The AARP Foundation, Washington, DC  
In operation since:  July 1999  
JanJune  JulyDec  Total for 2008  
  OUTPUT MEASURES       
1  Total number of active volunteers  27  46  55 
2  Total number of volunteer training hours   158  219  377 
3  Total number of volunteer work hours  186  136  322 
4  Number of media outreach events  3  139  142 
5  Number of community outreach education events conducted  11  20  31 
6  Estimated number of people reached by community outreach education 
events  8,695  6,501  15,196 
7  Number of group education sessions for beneficiaries   17  23  40 
8A  Number of beneficiaries who attended group education sessions   332  366  698 
8B  Increase in the number of beneficiaries who understand how reading their 
Medicare Summary Notice can help identify billing fraud or errors  70  103  173 
8C  Increase in the number of beneficiaries who understand why it is important 
to seek assistance with billing questions  128  159  287 
8D  Increase in the number of beneficiaries who know why it is important to 
protect their Medicare and Social Security numbers   14  44  58 
9  Number of one-on-one counseling sessions held with or on behalf of a 
beneficiary  2  7  9  
10  Total number of simple inquiries received   25  21  46 
11  Total number of simple inquiries resolved    25  21  46 
12  Number of inquiries involving complex issues received   6  3  9  
13A  Number of inquiries involving complex issues referred for further action  4  1  5  
13B  Total dollar amount referred for further action  $600  $0  $600 
14  Number of complex issues resolved  4  1  5  
15  Number of complex issues pending further action   2  2  2  
16  Cost avoidance on behalf of Medicare, Medicaid, beneficiaries, or others  $0  $0  $0 
17A  Actual Medicare funds recovered attributable to the projects   $0  $0  $0 
17B  Actual Medicaid funds recovered attributable to the projects   $0  $0  $0 
17C  Actual savings to beneficiaries attributable to the projects  $0  $0  $0 
17D  Other savings attributable to the projects (e.g., Supplemental Insurance, 
Social Security)  $0  $0  $0 
17A 17D  Total savings attributable to the projects  $0  $0  $0 
          44   
 
A P P E N D I X   ~   D  


Di strict of Columbia  Friendship House Association, Washington, DC  
In operation since:  July 1999 (closed June 2008)  
JanJune  JulyDec  Total for 2008  
  OUTPUT MEASURES       
1  Total number of active volunteers  4  0  4  
2  Total number of volunteer training hours   0  0  0  
3  Total number of volunteer work hours  22  0  22 
4  Number of media outreach events  0  0  0  
5  Number of community outreach education events conducted  2  0  2  
6  Estimated number of people reached by community outreach education 
events  20  0  20 
7  Number of group education sessions for beneficiaries   1  0  1  
8A  Number of beneficiaries who attended group education sessions   0  0  0  
8B  Increase in the number of beneficiaries who understand how reading their 
Medicare Summary Notice can help identify billing fraud or errors  4  0  4  
8C  Increase in the number of beneficiaries who understand why it is important 
to seek assistance with billing questions  10  0  10 
8D  Increase in the number of beneficiaries who know why it is important to 
protect their Medicare and Social Security numbers   2  0  2  
9  Number of one-on-one counseling sessions held with or on behalf of a 
beneficiary  0  0  0  
10  Total number of simple inquiries received   0  0  0  
11  Total number of simple inquiries resolved  0  0  0  
12  Number of inquiries involving complex issues received   0  0  0  
13A  Number of inquiries involving complex issues referred for further action  0  0  0  
13B  Total dollar amount referred for further action  $0  $0  $0 
14  Number of complex issues resolved  0  0  0  
15  Number of complex issues pending further action   0  0  0  
16  Cost avoidance on behalf of Medicare, Medicaid, beneficiaries, or others  $0  $0  $0 
17A  Actual Medicare funds recovered attributable to the projects   $0  $0  $0 
17B  Actual Medicaid funds recovered attributable to the projects   $0  $0  $0 
17C  Actual savings to beneficiaries attributable to the projects  $0  $0  $0 
17D  Other savings attributable to the projects (e.g., Supplemental Insurance, 
Social Security)  $0  $0  $0 
17A 17D  Total savings attributable to the projects  $0  $0  $0 
          45   
A P P E N D I X   ~   D  


Fl orida  Area Agency on Aging of Pasco Pinellas, Inc., St. Petersburg  
In operation since:  July 1999   JanJune  JulyDec  Total for 2008  
  OUTPUT MEASURES       
1  Total number of active volunteers  157  111  234 
2  Total number of volunteer training hours   264  177  441 
3  Total number of volunteer work hours  348  586  934 
4  Number of media outreach events  34  55  89 
5  Number of community outreach education events conducted  83  89  172 
6  Estimated number of people reached by community outreach education 
events  9,627  8,286  17,913 
7  Number of group education sessions for beneficiaries   103  140  243 
8A  Number of beneficiaries who attended group education sessions   4,523  4,419  8,942 
8B  Increase in the number of beneficiaries who understand how reading their 
Medicare Summary Notice can help identify billing fraud or errors  12  128  140 
8C  Increase in the number of beneficiaries who understand why it is important 
to seek assistance with billing questions  29  167  196 
8D  Increase in the number of beneficiaries who know why it is important to 
protect their Medicare and Social Security numbers   4  111  115 
9  Number of one-on-one counseling sessions held with or on behalf of a 
beneficiary  9  1  10 
10  Total number of simple inquiries received   55  47  102 
11  Total number of simple inquiries resolved    54  47  101 
12  Number of inquiries involving complex issues received   52  30  82 
13A  Number of inquiries involving complex issues referred for further action  14  17  31 
13B  Total dollar amount referred for further action  $39,075  $35,138  $74,213 
14  Number of complex issues resolved  26  7  33 
15  Number of complex issues pending further action   159  160  160 
16  Cost avoidance on behalf of Medicare, Medicaid, beneficiaries, or others  $60  $0  $60 
17A  Actual Medicare funds recovered attributable to the projects   $615  $0  $615 
17B  Actual Medicaid funds recovered attributable to the projects   $0  $0  $0 
17C  Actual savings to beneficiaries attributable to the projects  $398  $118  $516 
17D  Other savings attributable to the projects (e.g., Supplemental Insurance, 
Social Security)  $0  $0  $0 
17A 17D  Total savings attributable to the projects  $1,013  $118  $1,131 
          46   
A P P E N D I X   ~   D  


Geo rgia  Atlanta Regional Commission, Area Agency on Aging, Atlanta  
In operation since:  July 1999 (closed Dec 2008)  
JanJune  JulyDec  Total for 2008  
  OUTPUT MEASURES       
1  Total number of active volunteers  24  3  24 
2  Total number of volunteer training hours   250  10  260 
3  Total number of volunteer work hours  164  0  164 
4  Number of media outreach events  10  0  10 
5  Number of community outreach education events conducted  6  0  6  
6  Estimated number of people reached by community outreach education 
events  274  0  274 
7  Number of group education sessions for beneficiaries   104  0  104 
8A  Number of beneficiaries who attended group education sessions   2,450  0  2,450 
8B  Increase in the number of beneficiaries who understand how reading their 
Medicare Summary Notice can help identify billing fraud or errors  217  0  217 
8C  Increase in the number of beneficiaries who understand why it is important 
to seek assistance with billing questions  272  0  272 
8D  Increase in the number of beneficiaries who know why it is important to 
protect their Medicare and Social Security numbers   191  0  191 
9  Number of one-on-one counseling sessions held with or on behalf of a 
beneficiary  90  0  90 
10  Total number of simple inquiries received   80  0  80 
11  Total number of simple inquiries resolved  80  0  80 
12  Number of inquiries involving complex issues received   59  0  59 
13A  Number of inquiries involving complex issues referred for further action  7  2  9  
13B  Total dollar amount referred for further action  $30,347  $0  $30,347 
14  Number of complex issues resolved  33  6  39 
15  Number of complex issues pending further action   36  36  36 
16  Cost avoidance on behalf of Medicare, Medicaid, beneficiaries, or others  $0  $0  $0 
17A  Actual Medicare funds recovered attributable to the projects   $0  $0  $0 
17B  Actual Medicaid funds recovered attributable to the projects   $0  $0  $0 
17C  Actual savings to beneficiaries attributable to the projects  $0  $0  $0 
17D  Other savings attributable to the projects (e.g., Supplemental Insurance, 
Social Security)  $0  $0  $0 
17A 17D  Total savings attributable to the projects  $0  $0  $0 
          47   
A P P E N D I X   ~   D  
Georgia  GeorgiaCares Department of Human Resources, Division of Aging Services, Atlanta  
In operation since:  July 1999  
JanJune  JulyDec  Total for 2008  
  OUTPUT MEASURES       
1  Total number of active volunteers  91  57  115 
2  Total number of volunteer training hours   163  227  390 
3  Total number of volunteer work hours  1,042  2,183  3,225 
4  Number of media outreach events  84  3,682  3,766 
5  Number of community outreach education events conducted  242  73  315 
6  Estimated number of people reached by community outreach education 
events  25,758  12,744  38,502 
7  Number of group education sessions for beneficiaries   226  201  427 
8A  Number of beneficiaries who attended group education sessions   7,528  7,103  14,631 
8B  Increase in the number of beneficiaries who understand how reading their 
Medicare Summary Notice can help identify billing fraud or errors  24  480  504 
8C  Increase in the number of beneficiaries who understand why it is important 
to seek assistance with billing questions   28  595  623 
8D  Increase in the number of beneficiaries who know why it is important to 
protect their Medicare and Social Security numbers   14  495  509 
9  Number of one-on-one counseling sessions held with or on behalf of a 
beneficiary  4  39  43 
10  Total number of simple inquiries received   702  1,769  2,471 
11  Total number of simple inquiries resolved    698  1,762  2,460 
12  Number of inquiries involving complex issues received   0  56  56 
13A  Number of inquiries involving complex issues referred for further action  1  16  17 
13B  Total dollar amount referred for further action  $0  $21,850  $21,850 
14  Number of complex issues resolved  0  12  12 
15  Number of complex issues pending further action   47  47  47 
16  Cost avoidance on behalf of Medicare, Medicaid, beneficiaries, or others  $0  $0  $0 
17A  Actual Medicare funds recovered attributable to the projects   $0  $0  $0 
17B  Actual Medicaid funds recovered attributable to the projects   $0  $0  $0 
17C  Actual savings to beneficiaries attributable to the projects  $0  $0  $0 
17D  Other savings attributable to the projects (e.g., Supplemental Insurance, 
Social Security)  $0  $0  $0 
17A 17D  Total savings attributable to the projects  $0  $0  $0 
          48   
A P P E N D I X   ~   D  


Guam  Divis ion of Senior Citizens, Department of Public Health & Social Services, Hagatna  
In operation since:  July 2005  
JanJune  JulyDec  Total for 2008  
  OUTPUT MEASURES       
1  Total number of active volunteers  16  9  18 
2  Total number of volunteer training hours   384  183  567 
3  Total number of volunteer work hours  587  657  1,244 
4  Number of media outreach events  25,916  18,537  44,453 
5  Number of community outreach education events conducted  13  12  25 
6  Estimated number of people reached by community outreach education 
events  917  1,488  2,405 
7  Number of group education sessions for beneficiaries   0  54  54 
8A  Number of beneficiaries who attended group education sessions   0  991  991 
8B  Increase in the number of beneficiaries who understand how reading their 
Medicare Summary Notice can help identify billing fraud or errors  0  273  273 
8C  Increase in the number of beneficiaries who understand why it is important 
to seek assistance with billing questions  0  239  239 
8D  Increase in the number of beneficiaries who know why it is important to 
protect their Medicare and Social Security numbers   0  256  256 
9  Number of one-on-one counseling sessions held with or on behalf of a 
beneficiary  23  59  82 
10  Total number of simple inquiries received   304  555  859 
11  Total number of simple inquiries resolved    304  555  859 
12  Number of inquiries involving complex issues received   1  3  4  
13A  Number of inquiries involving complex issues referred for further action  0  1  1  
13B  Total dollar amount referred for further action  $0  $1,073  $1,073 
14  Number of complex issues resolved  0  3  3  
15  Number of complex issues pending further action   6  6  6  
16  Cost avoidance on behalf of Medicare, Medicaid, beneficiaries, or others  $0  $0  $0 
17A  Actual Medicare funds recovered attributable to the projects   $0  $0  $0 
17B  Actual Medicaid funds recovered attributable to the projects   $0  $0  $0 
17C  Actual savings to beneficiaries attributable to the projects  $0  $477  $477 
17D  Other savings attributable to the projects (e.g., Supplemental Insurance, 
Social Security)  $0  $0  $0 
17A 17D  Total savings attributable to the projects  $0  $477  $477 
 
          49   
A P P E N D I X   ~   D  


  Hawaii  State of Hawaii Executive Office on Aging, Honolulu  
In operation since:  July 1997  
JanJune  JulyDec  Total for 2008  
  OUTPUT MEASURES       
1  Total number of active volunteers  16  30  36 
2  Total number of volunteer training hours   31  52  83 
3  Total number of volunteer work hours  162  180  342 
4  Number of media outreach events  0  0  0  
5  Number of community outreach education events conducted  8  16  24 
6  Estimated number of people reached by community outreach education 
events  1,715  2,660  4,375 
7  Number of group education sessions for beneficiaries   11  23  34 
8A  Number of beneficiaries who attended group education sessions   361  732  1,093 
8B  Increase in the number of beneficiaries who understand how reading their 
Medicare Summary Notice can help identify billing fraud or errors  3  0  3  
8C  Increase in the number of beneficiaries who understand why it is important 
to seek assistance with billing questions  3  0  3  
8D  Increase in the number of beneficiaries who know why it is important to 
protect their Medicare and Social Security numbers   2  0  2  
9  Number of one-on-one counseling sessions held with or on behalf of a 
beneficiary  0  0  0  
10  Total number of simple inquiries received   37  35  72 
11  Total number of simple inquiries resolved    37  35  72 
12  Number of inquiries involving complex issues received   2  5  7  
13A  Number of inquiries involving complex issues referred for further action  0  8  8  
13B  Total dollar amount referred for further action  $0  $989  $989 
14  Number of complex issues resolved  5  0  5  
15  Number of complex issues pending further action   2  2  2  
16  Cost avoidance on behalf of Medicare, Medicaid, beneficiaries, or others  $0  $0  $0 
17A  Actual Medicare funds recovered attributable to the projects   $0  $0  $0 
17B  Actual Medicaid funds recovered attributable to the projects   $0  $0  $0 
17C  Actual savings to beneficiaries attributable to the projects  $0  $0  $0 
17D  Other savings attributable to the projects (e.g., Supplemental Insurance, 
Social Security)  $0  $0  $0 
17A 17D  Total savings attributable to the projects  $0  $0  $0 
          50   
A P P E N D I X   ~   D  


  Idaho  Idaho Commission on Aging, Boise  
In operation since:  July 1999  
JanJune  JulyDec  Total for 2008  
  OUTPUT MEASURES       
1  Total number of active volunteers  99  123  172 
2  Total number of volunteer training hours   807  787  1,594 
3  Total number of volunteer work hours  1,051  3,557  4,608 
4  Number of media outreach events  4  5  9  
5  Number of community outreach education events conducted  28  29  57 
6  Estimated number of people reached by community outreach education 
events  2,756  1,929  4,685 
7  Number of group education sessions for beneficiaries   39  69  108 
8A  Number of beneficiaries who attended group education sessions   1,413  2,242  3,655 
8B  Increase in the number of beneficiaries who understand how reading their 
Medicare Summary Notice can help identify billing fraud or errors  127  656  783 
8C  Increase in the number of beneficiaries who understand why it is important 
to seek assistance with billing questions  213  894  1,107 
8D  Increase in the number of beneficiaries who know why it is important to 
protect their Medicare and Social Security numbers   163  354  517 
9  Number of one-on-one counseling sessions held with or on behalf of a 
beneficiary  2  171  173 
10  Total number of simple inquiries received   726  1,520  2,246 
11  Total number of simple inquiries resolved    726  1,520  2,246 
12  Number of inquiries involving complex issues received   17  1  18 
13A  Number of inquiries involving complex issues referred for further action  0  0  0  
13B  Total dollar amount referred for further action  $1,583  $10,459  $12,042 
14  Number of complex issues resolved  17  3  20 
15  Number of complex issues pending further action   7  7  7  
16  Cost avoidance on behalf of Medicare, Medicaid, beneficiaries, or others  $1,369  $2,512  $3,881 
17A  Actual Medicare funds recovered attributable to the projects   $0  $0  $0 
17B  Actual Medicaid funds recovered attributable to the projects   $0  $0  $0 
17C  Actual savings to beneficiaries attributable to the projects  $858  $584  $1,442 
17D  Other savings attributable to the projects (e.g., Supplemental Insurance, 
Social Security)  $0  $0  $0 
17A 17D  Total savings attributable to the projects  $858  $584  $1,442 
 
          51   
A P P E N D I X   ~   D  


  Illinois  AgeOptions, Oak Park  
In operation since:  July 2006  
JanJune  JulyDec  Total for 2008  
  OUTPUT MEASURES       
1  Total number of active volunteers  34  15  40 
2  Total number of volunteer training hours   48  4  52 
3  Total number of volunteer work hours  518  75  593 
4  Number of media outreach events  35  33  68 
5  Number of community outreach education events conducted  86  96  182 
6  Estimated number of people reached by community outreach education 
events  5,581  11,459  17,040 
7  Number of group education sessions for beneficiaries   126  126  252 
8A  Number of beneficiaries who attended group education sessions   3,196  3,555  6,751 
8B  Increase in the number of beneficiaries who understand how reading their 
Medicare Summary Notice can help identify billing fraud or errors  29  31  60 
8C  Increase in the number of beneficiaries who understand why it is important 
to seek assistance with billing questions  29  40  69 
8D  Increase in the number of beneficiaries who know why it is important to 
protect their Medicare and Social Security numbers   21  17  38 
9  Number of one-on-one counseling sessions held with or on behalf of a 
beneficiary  70  115  185 
10  Total number of simple inquiries received   92  112  204 
11  Total number of simple inquiries resolved    91  112  203 
12  Number of inquiries involving complex issues received   17  17  34 
13A  Number of inquiries involving complex issues referred for further action  7  3  10 
13B  Total dollar amount referred for further action  $1,816  $11,697  $13,513 
14  Number of complex issues resolved  10  21  31 
15  Number of complex issues pending further action   6  6  6  
16  Cost avoidance on behalf of Medicare, Medicaid, beneficiaries, or others  $0  $105  $105 
17A  Actual Medicare funds recovered attributable to the projects   $0  $0  $0 
17B  Actual Medicaid funds recovered attributable to the projects   $0  $0  $0 
17C  Actual savings to beneficiaries attributable to the projects  $909  $1,668  $2,577 
17D  Other savings attributable to the projects (e.g., Supplemental Insurance, 
Social Security)  $0  $0  $0 
17A 17D  Total savings attributable to the projects  $909  $1,668  $2,577 
 
          52   
A P P E N D I X   ~   D  


Indiana  Ind iana Association of Area Agencies on Aging, Education Institute, Indianapolis  
In operation since:  July 1999  
JanJune  JulyDec  Total for 2008  
  OUTPUT MEASURES       
1  Total number of active volunteers  66  306  337 
2  Total number of volunteer training hours   62  665  727 
3  Total number of volunteer work hours  407  618  1,025 
4  Number of media outreach events  1,090  1,987  3,077 
5  Number of community outreach education events conducted  69  81  150 
6  Estimated number of people reached by community outreach education 
events  13,790  15,746  29,536 
7  Number of group education sessions for beneficiaries   75  124  199 
8A  Number of beneficiaries who attended group education sessions   1,742  2,929  4,671 
8B  Increase in the number of beneficiaries who understand how reading their 
Medicare Summary Notice can help identify billing fraud or errors  104  45  149 
8C  Increase in the number of beneficiaries who understand why it is important 
to seek assistance with billing questions  177  59  236 
8D  Increase in the number of beneficiaries who know why it is important to 
protect their Medicare and Social Security numbers   99  31  130 
9  Number of one-on-one counseling sessions held with or on behalf of a 
beneficiary  12  186  198 
10  Total number of simple inquiries received   54  97  151 
11  Total number of simple inquiries resolved    54  96  150 
12  Number of inquiries involving complex issues received   8  8  16 
13A  Number of inquiries involving complex issues referred for further action  3  3  6  
13B  Total dollar amount referred for further action  $4,658  $433  $5,092 
14  Number of complex issues resolved  3  3  6  
15  Number of complex issues pending further action   18  18  18 
16  Cost avoidance on behalf of Medicare, Medicaid, beneficiaries, or others  $0  $0  $0 
17A  Actual Medicare funds recovered attributable to the projects   $0  $0  $0 
17B  Actual Medicaid funds recovered attributable to the projects   $0  $0  $0 
17C  Actual savings to beneficiaries attributable to the projects  $0  $0  $0 
17D  Other savings attributable to the projects (e.g., Supplemental Insurance, 
Social Security)  $0  $0  $0 
17A 17D  Total savings attributable to the projects  $0  $0  $0 
 
          53   
A P P E N D I X   ~   D  


Iowa  Hawkeye Valley Area Agency on Aging, Waterloo  
In operation since:  July 1997  
JanJune  JulyDec  Total for 2008  
  OUTPUT MEASURES       
1  Total number of active volunteers  56  42  70 
2  Total number of volunteer training hours   25  198  223 
3  Total number of volunteer work hours  1,535  1,030  2,565 
4  Number of media outreach events  213  38  251 
5  Number of community outreach education events conducted  284  149  433 
6  Estimated number of people reached by community outreach education 
events  16,447  2,145  18,592 
7  Number of group education sessions for beneficiaries   267  190  457 
8A  Number of beneficiaries who attended group education sessions   6,013  3,903  9,916 
8B  Increase in the number of beneficiaries who understand how reading their 
Medicare Summary Notice can help identify billing fraud or errors  209  95  304 
8C  Increase in the number of beneficiaries who understand why it is important 
to seek assistance with billing questions  458  263  721 
8D  Increase in the number of beneficiaries who know why it is important to 
protect their Medicare and Social Security numbers   201  86  287 
9  Number of one-on-one counseling sessions held with or on behalf of a 
beneficiary  48  22  70 
10  Total number of simple inquiries received   122  138  260 
11  Total number of simple inquiries resolved    122  138  260 
12  Number of inquiries involving complex issues received   9  9  18 
13A  Number of inquiries involving complex issues referred for further action  5  2  7  
13B  Total dollar amount referred for further action  $354  $81  $435 
14  Number of complex issues resolved  5  5  10 
15  Number of complex issues pending further action   17  17  17 
16  Cost avoidance on behalf of Medicare, Medicaid, beneficiaries, or others  $0  $0  $0 
17A  Actual Medicare funds recovered attributable to the projects   $0  $0  $0 
17B  Actual Medicaid funds recovered attributable to the projects   $0  $0  $0 
17C  Actual savings to beneficiaries attributable to the projects  $0  $0  $0 
17D  Other savings attributable to the projects (e.g., Supplemental Insurance, 
Social Security)  $0  $0  $0 
17A 17D  Total savings attributable to the projects  $0  $0  $0 
          54 

  
A P P E N D I X   ~   D  


  Kansas  Department on Aging, Topeka  
In operation since:  July 1997  
JanJune  JulyDec  Total for 2008  
  OUTPUT MEASURES       
1  Total number of active volunteers  56  63  105 
2  Total number of volunteer training hours   169  170  339 
3  Total number of volunteer work hours  141  205  346 
4  Number of media outreach events  0  18  18 
5  Number of community outreach education events conducted  19  4  23 
6  Estimated number of people reached by community outreach education 
events  1,249  1,114  2,363 
7  Number of group education sessions for beneficiaries   19  15  34 
8A  Number of beneficiaries who attended group education sessions   2,522  556  3,078 
8B  Increase in the number of beneficiaries who understand how reading their 
Medicare Summary Notice can help identify billing fraud or errors  132  38  170 
8C  Increase in the number of beneficiaries who understand why it is important 
to seek assistance with billing questions  107  27  134 
8D  Increase in the number of beneficiaries who know why it is important to 
protect their Medicare and Social Security numbers   135  35  170 
9  Number of one-on-one counseling sessions held with or on behalf of a 
beneficiary  5  0  5  
10  Total number of simple inquiries received   84  41  125 
11  Total number of simple inquiries resolved    68  40  108 
12  Number of inquiries involving complex issues received   25  15  40 
13A  Number of inquiries involving complex issues referred for further action  12  3  15 
13B  Total dollar amount referred for further action  $24,086  $39,212  $63,299 
14  Number of complex issues resolved  4  2  6  
15  Number of complex issues pending further action   55  55  55 
16  Cost avoidance on behalf of Medicare, Medicaid, beneficiaries, or others  $2,879  $0  $2,879 
17A  Actual Medicare funds recovered attributable to the projects   $0  $0  $0 
17B  Actual Medicaid funds recovered attributable to the projects   $0  $0  $0 
17C  Actual savings to beneficiaries attributable to the projects  $100  $0  $100 
17D  Other savings attributable to the projects (e.g., Supplemental Insurance, 
Social Security)  $0  $0  $0 
17A 17D  Total savings attributable to the projects  $100  $0  $100 
 
          55   
A P P E N D I X   ~   D  


Kentucky  Departm ent of Housing & Family Services, Office for Aging and Disabled Citizens, Louisville  
In operation since:  July 2001  
JanJune  JulyDec  Total for 2008  
  OUTPUT MEASURES       
1  Total number of active volunteers  67  91  126 
2  Total number of volunteer training hours   83  575  658 
3  Total number of volunteer work hours  1,787  961  2,748 
4  Number of media outreach events  88  114,133  114,221 
5  Number of community outreach education events conducted  63  52  115 
6  Estimated number of people reached by community outreach education 
events  3,431  3,574  7,005 
7  Number of group education sessions for beneficiaries   31  37  68 
8A  Number of beneficiaries who attended group education sessions   792  7,059  7,851 
8B  Increase in the number of beneficiaries who understand how reading their 
Medicare Summary Notice can help identify billing fraud or errors  338  302  640 
8C  Increase in the number of beneficiaries who understand why it is important 
to seek assistance with billing questions  216  360  576 
8D  Increase in the number of beneficiaries who know why it is important to 
protect their Medicare and Social Security numbers   238  56  294 
9  Number of one-on-one counseling sessions held with or on behalf of a 
beneficiary  554  534  1,088 
10  Total number of simple inquiries received   351  1,166  1,517 
11  Total number of simple inquiries resolved    338  1,140  1,478 
12  Number of inquiries involving complex issues received   3  72  75 
13A  Number of inquiries involving complex issues referred for further action  1  1  2  
13B  Total dollar amount referred for further action  $0  $1,348  $1,348 
14  Number of complex issues resolved  2  63  65 
15  Number of complex issues pending further action   4  4  4  
16  Cost avoidance on behalf of Medicare, Medicaid, beneficiaries, or others  $0  $0  $0 
17A  Actual Medicare funds recovered attributable to the projects   $0  $0  $0 
17B  Actual Medicaid funds recovered attributable to the projects   $0  $0  $0 
17C  Actual savings to beneficiaries attributable to the projects  $0  $0  $0 
17D  Other savings attributable to the projects (e.g., Supplemental Insurance, 
Social Security)  $0  $0  $0 
17A 17D  Total savings attributable to the projects  $0  $0  $0 
 
          56   
A P P E N D I X   ~   D  


  Louisiana  Vernon Parish Council on Aging, Inc., Leesville  
In operation since:  July 2000  
JanJune  JulyDec  Total for 2008  
  OUTPUT MEASURES       
1  Total number of active volunteers  10  9  13 
2  Total number of volunteer training hours   30  93  123 
3  Total number of volunteer work hours  389  393  782 
4  Number of media outreach events  255  91  346 
5  Number of community outreach education events conducted  38  13  51 
6  Estimated number of people reached by community outreach education 
events  588  128  716 
7  Number of group education sessions for beneficiaries   18  3  21 
8A  Number of beneficiaries who attended group education sessions   270  37  307 
8B  Increase in the number of beneficiaries who understand how reading their 
Medicare Summary Notice can help identify billing fraud or errors  0  7  7  
8C  Increase in the number of beneficiaries who understand why it is important 
to seek assistance with billing questions  15  12  27 
8D  Increase in the number of beneficiaries who know why it is important to 
protect their Medicare and Social Security numbers   0  1  1  
9  Number of one-on-one counseling sessions held with or on behalf of a 
beneficiary  19  26  45 
10  Total number of simple inquiries received   172  331  503 
11  Total number of simple inquiries resolved    172  331  503 
12  Number of inquiries involving complex issues received   0  5  5  
13A  Number of inquiries involving complex issues referred for further action  0  0  0  
13B  Total dollar amount referred for further action  $0  $0  $0 
14  Number of complex issues resolved  0  0  0  
15  Number of complex issues pending further action   3  3  3  
16  Cost avoidance on behalf of Medicare, Medicaid, beneficiaries, or others  $0  $0  $0 
17A  Actual Medicare funds recovered attributable to the projects   $0  $0  $0 
17B  Actual Medicaid funds recovered attributable to the projects   $0  $0  $0 
17C  Actual savings to beneficiaries attributable to the projects  $0  $0  $0 
17D  Other savings attributable to the projects (e.g., Supplemental Insurance, 
Social Security)  $0  $0  $0 
17A 17D  Total savings attributable to the projects  $0  $0  $0 
 
          57   
A P P E N D I X   ~   D  


  Maine  Legal Services for the Elderly, Augusta  
In operation since:  July 1999  
JanJune  JulyDec  Total for 2008  
  OUTPUT MEASURES       
1  Total number of active volunteers  61  78  98 
2  Total number of volunteer training hours   2,421  727  3,148 
3  Total number of volunteer work hours  1,004  1,497  2,501 
4  Number of media outreach events  7,022  1,502  8,524 
5  Number of community outreach education events conducted  48  36  84 
6  Estimated number of people reached by community outreach education 
events  2,959  1,816  4,775 
7  Number of group education sessions for beneficiaries   46  27  73 
8A  Number of beneficiaries who attended group education sessions   1,002  464  1,466 
8B  Increase in the number of beneficiaries who understand how reading their 
Medicare Summary Notice can help identify billing fraud or errors  123  0  123 
8C  Increase in the number of beneficiaries who understand why it is important 
to seek assistance with billing questions  162  0  162 
8D  Increase in the number of beneficiaries who know why it is important to 
protect their Medicare and Social Security numbers   90  0  90 
9  Number of one-on-one counseling sessions held with or on behalf of a 
beneficiary  138  874  1,012 
10  Total number of simple inquiries received   329  176  505 
11  Total number of simple inquiries resolved    329  167  496 
12  Number of inquiries involving complex issues received   12  5  17 
13A  Number of inquiries involving complex issues referred for further action  2  1  3  
13B  Total dollar amount referred for further action  $0  $25,710  $25,710 
14  Number of complex issues resolved  1  0  1  
15  Number of complex issues pending further action   17  17  17 
16  Cost avoidance on behalf of Medicare, Medicaid, beneficiaries, or others  $0  $2,175  $2,175 
17A  Actual Medicare funds recovered attributable to the projects   $0  $0  $0 
17B  Actual Medicaid funds recovered attributable to the projects   $0  $0  $0 
17C  Actual savings to beneficiaries attributable to the projects  $0  $585  $585 
17D  Other savings attributable to the projects (e.g., Supplemental Insurance, 
Social Security)  $0  $0  $0 
17A 17D  Total savings attributable to the projects  $0  $585  $585 
          58   
A P P E N D I X   ~   D  


  Maryland  Maryland Department of Aging, Baltimore  
In operation since:  July 1997  
JanJune  JulyDec  Total for 2008  
  OUTPUT MEASURES       
1  Total number of active volunteers  105  123  133 
2  Total number of volunteer training hours   2,338  2,334  4,672 
3  Total number of volunteer work hours  2,632  4,750  7,382 
4  Number of media outreach events  60  59  119 
5  Number of community outreach education events conducted  56  61  117 
6  Estimated number of people reached by community outreach education 
events  4,473  9,167  13,640 
7  Number of group education sessions for beneficiaries   72  80  152 
8A  Number of beneficiaries who attended group education sessions   1,518  2,632  4,150 
8B  Increase in the number of beneficiaries who understand how reading their 
Medicare Summary Notice can help identify billing fraud or errors  220  207  427 
8C  Increase in the number of beneficiaries who understand why it is important 
to seek assistance with billing questions  313  212  525 
8D  Increase in the number of beneficiaries who know why it is important to 
protect their Medicare and Social Security numbers   357  221  578 
9  Number of one-on-one counseling sessions held with or on behalf of a 
beneficiary  83  185  268 
10  Total number of simple inquiries received   395  635  1,030 
11  Total number of simple inquiries resolved    387  634  1,021 
12  Number of inquiries involving complex issues received   40  46  86 
13A  Number of inquiries involving complex issues referred for further action  2  1  3  
13B  Total dollar amount referred for further action  $9,024  $5,180  $14,204 
14  Number of complex issues resolved  25  13  38 
15  Number of complex issues pending further action   21  21  21 
16  Cost avoidance on behalf of Medicare, Medicaid, beneficiaries, or others  $0  $0  $0 
17A  Actual Medicare funds recovered attributable to the projects   $0  $0  $0 
17B  Actual Medicaid funds recovered attributable to the projects   $0  $0  $0 
17C  Actual savings to beneficiaries attributable to the projects  $0  $0  $0 
17D  Other savings attributable to the projects (e.g., Supplemental Insurance, 
Social Security)  $0  $0  $0 
17A 17D  Total savings attributable to the projects  $0  $0  $0 
 
          59   
A P P E N D I X   ~   D  


M assachusetts  Elder Services of Merrimack Valley, Inc., Lawrence  
In operation since:  July 1999  
JanJune  JulyDec  Total for 2008  
  OUTPUT MEASURES       
1  Total number of active volunteers  13  25  26 
2  Total number of volunteer training hours   3,920  120  4,040 
3  Total number of volunteer work hours  1,800  3,120  4,920 
4  Number of media outreach events  11,000  2,116  13,116 
5  Number of community outreach education events conducted  6  10  16 
6  Estimated number of people reached by community outreach education 
events  886  547  1,433 
7  Number of group education sessions for beneficiaries   9  12  21 
8A  Number of beneficiaries who attended group education sessions   266  439  705 
8B  Increase in the number of beneficiaries who understand how reading their 
Medicare Summary Notice can help identify billing fraud or errors  311  401  712 
8C  Increase in the number of beneficiaries who understand why it is important 
to seek assistance with billing questions  208  402  610 
8D  Increase in the number of beneficiaries who know why it is important to 
protect their Medicare and Social Security numbers   177  338  515 
9  Number of one-on-one counseling sessions held with or on behalf of a 
beneficiary  29  85  114 
10  Total number of simple inquiries received   66  227  293 
11  Total number of simple inquiries resolved    66  227  293 
12  Number of inquiries involving complex issues received   12  42  54 
13A  Number of inquiries involving complex issues referred for further action  0  4  4  
13B  Total dollar amount referred for further action  $74  $619  $693 
14  Number of complex issues resolved  3  24  27 
15  Number of complex issues pending further action   5  5  5  
16  Cost avoidance on behalf of Medicare, Medicaid, beneficiaries, or others  $0  $0  $0 
17A  Actual Medicare funds recovered attributable to the projects   $0  $0  $0 
17B  Actual Medicaid funds recovered attributable to the projects   $0  $0  $0 
17C  Actual savings to beneficiaries attributable to the projects  $0  $0  $0 
17D  Other savings attributable to the projects (e.g., Supplemental Insurance, 
Social Security)  $0  $0  $0 
17A 17D  Total savings attributable to the projects  $0  $0  $0 
          60   
A P P E N D I X   ~   D  


  Michigan  Medicare/Medicaid Assistance Program, Lansing  
In operation since:  July 1999  
JanJune  JulyDec  Total for 2008  
  OUTPUT MEASURES       
1  Total number of active volunteers  154  301  320 
2  Total number of volunteer training hours   1,070  5,647  6,717 
3  Total number of volunteer work hours  8  0  8  
4  Number of media outreach events  16  134  150 
5  Number of community outreach education events conducted  9  22  31 
6  Estimated number of people reached by community outreach education 
events  595  51,979  52,574 
7  Number of group education sessions for beneficiaries   91  15  106 
8A  Number of beneficiaries who attended group education sessions   58,457  18,287  76,744 
8B  Increase in the number of beneficiaries who understand how reading their 
Medicare Summary Notice can help identify billing fraud or errors  0  33  33 
8C  Increase in the number of beneficiaries who understand why it is important 
to seek assistance with billing questions  0  27  27 
8D  Increase in the number of beneficiaries who know why it is important to 
protect their Medicare and Social Security numbers   0  26  26 
9  Number of one-on-one counseling sessions held with or on behalf of a 
beneficiary  0  0  0  
10  Total number of simple inquiries received   117  7  124 
11  Total number of simple inquiries resolved    117  7  124 
12  Number of inquiries involving complex issues received   54  8  62 
13A  Number of inquiries involving complex issues referred for further action  8  1  9  
13B  Total dollar amount referred for further action  $17,117  $1,560  $18,677 
14  Number of complex issues resolved  52  3  55 
15  Number of complex issues pending further action   40  40  40 
16  Cost avoidance on behalf of Medicare, Medicaid, beneficiaries, or others  $0  $0  $0 
17A  Actual Medicare funds recovered attributable to the projects   $0  $0  $0 
17B  Actual Medicaid funds recovered attributable to the projects   $0  $0  $0 
17C  Actual savings to beneficiaries attributable to the projects  $0  $0  $0 
17D  Other savings attributable to the projects (e.g., Supplemental Insurance, 
Social Security)  $0  $0  $0 
17A 17D  Total savings attributable to the projects  $0  $0  $0 
 
          61   
A P P E N D I X   ~   D  


Min nesota  Minnesota Board on Aging/Senior LinkAge Line, Saint Paul  
In operation since:  July 1997  
JanJune  JulyDec  Total for 2008  
  OUTPUT MEASURES       
1  Total number of active volunteers  42  49  78 
2  Total number of volunteer training hours   216  378  594 
3  Total number of volunteer work hours  227  168  395 
4  Number of media outreach events  8  0  8  
5  Number of community outreach education events conducted  18  19  37 
6  Estimated number of people reached by community outreach education 
events  1,727  4,740  6,467 
7  Number of group education sessions for beneficiaries   184  130  314 
8A  Number of beneficiaries who attended group education sessions   1,918  1,325  3,243 
8B  Increase in the number of beneficiaries who understand how reading their 
Medicare Summary Notice can help identify billing fraud or errors  40  25  65 
8C  Increase in the number of beneficiaries who understand why it is important 
to seek assistance with billing questions  53  23  76 
8D  Increase in the number of beneficiaries who know why it is important to 
protect their Medicare and Social Security numbers   14  14  28 
9  Number of one-on-one counseling sessions held with or on behalf of a 
beneficiary  125  88  213 
10  Total number of simple inquiries received   201  235  436 
11  Total number of simple inquiries resolved    201  235  436 
12  Number of inquiries involving complex issues received   745  538  1,283 
13A  Number of inquiries involving complex issues referred for further action  2  45  47 
13B  Total dollar amount referred for further action  $37,101  $28,284  $65,385 
14  Number of complex issues resolved  705  545  1250 
15  Number of complex issues pending further action   26  26  26 
16  Cost avoidance on behalf of Medicare, Medicaid, beneficiaries, or others  $1,357  $2,852  $4,209 
17A  Actual Medicare funds recovered attributable to the projects   $0  $0  $0 
17B  Actual Medicaid funds recovered attributable to the projects   $0  $0  $0 
17C  Actual savings to beneficiaries attributable to the projects  $1,964  $0  $1,964 
17D  Other savings attributable to the projects (e.g., Supplemental Insurance, 
Social Security)  $968  $0  $968 
17A 17D  Total savings attributable to the projects  $2,932  $0  $2,932 
 
          62   
A P P E N D I X   ~   D  


Mississippi  Missis sippi Department of Human Services, Division of Aging and Adult Services, Jackson  
In operation since:  July 2000  
Jan.  June  July  Dec.  Total for 2008  
  OUTPUT MEASURES       
1  Total number of active volunteers  30  25  45 
2  Total number of volunteer training hours   117  358  475 
3  Total number of volunteer work hours  1,084  1,006  2,090 
4  Number of media outreach events  0  276,501  276,501 
5  Number of community outreach education events conducted  66  65  131 
6  Estimated number of people reached by community outreach education 
events  2,339  6,011  8,350 
7  Number of group education sessions for beneficiaries   32  16  48 
8A  Number of beneficiaries who attended group education sessions   755  624  1,379 
8B  Increase in the number of beneficiaries who understand how reading their 
Medicare Summary Notice can help identify billing fraud or errors  0  17  17 
8C  Increase in the number of beneficiaries who understand why it is important 
to seek assistance with billing questions  0  15  15 
8D  Increase in the number of beneficiaries who know why it is important to 
protect their Medicare and Social Security numbers   0  3  3  
9  Number of one-on-one counseling sessions held with or on behalf of a 
beneficiary  3  0  3  
10  Total number of simple inquiries received   2  58  60 
11  Total number of simple inquiries resolved    2  58  60 
12  Number of inquiries involving complex issues received   234  145  379 
13A  Number of inquiries involving complex issues referred for further action  11  1  12 
13B  Total dollar amount referred for further action  $250  $0  $250 
14  Number of complex issues resolved  42  153  195 
15  Number of complex issues pending further action   88  88  88 
16  Cost avoidance on behalf of Medicare, Medicaid, beneficiaries, or others  $0  $0  $0 
17A  Actual Medicare funds recovered attributable to the projects   $0  $0  $0 
17B  Actual Medicaid funds recovered attributable to the projects   $0  $0  $0 
17C  Actual savings to beneficiaries attributable to the projects  $0  $0  $0 
17D  Other savings attributable to the projects (e.g., Supplemental Insurance, 
Social Security)  $0  $0  $0 
17A 17D  Total savings attributable to the projects  $0  $0  $0 
 
          63   
A P P E N D I X   ~   D  


Misso uri  SORT Program Care Connection for Aging Services, Warrensburg  
In operation since:  July 1997  
JanJune  JulyDec  Total for 2008  
  OUTPUT MEASURES       
1  Total number of active volunteers  24  30  34 
2  Total number of volunteer training hours   0  0  0  
3  Total number of volunteer work hours  467  810  1,277 
4  Number of media outreach events  1  4  5  
5  Number of community outreach education events conducted  153  120  273 
6  Estimated number of people reached by community outreach education 
events  4,860  5,177  10,037 
7  Number of group education sessions for beneficiaries   21  36  57 
8A  Number of beneficiaries who attended group education sessions   814  859  1,673 
8B  Increase in the number of beneficiaries who understand how reading their 
Medicare Summary Notice can help identify billing fraud or errors  9  0  9  
8C  Increase in the number of beneficiaries who understand why it is important 
to seek assistance with billing questions  24  0  24 
8D  Increase in the number of beneficiaries who know why it is important to 
protect their Medicare and Social Security numbers   6  0  6  
9  Number of one-on-one counseling sessions held with or on behalf of a 
beneficiary  316  2  318 
10  Total number of simple inquiries received   692  1,703  2,395 
11  Total number of simple inquiries resolved    691  1,702  2,393 
12  Number of inquiries involving complex issues received   30  22  52 
13A  Number of inquiries involving complex issues referred for further action  6  4  10 
13B  Total dollar amount referred for further action  $4,766  $840  $5,606 
14  Number of complex issues resolved  5  1  6  
15  Number of complex issues pending further action   54  54  54 
16  Cost avoidance on behalf of Medicare, Medicaid, beneficiaries, or others  $0  $0  $0 
17A  Actual Medicare funds recovered attributable to the projects   $3,693  $0  $3,693 
17B  Actual Medicaid funds recovered attributable to the projects   $0  $0  $0 
17C  Actual savings to beneficiaries attributable to the projects  $2,607  $0  $2,607 
17D  Other savings attributable to the projects (e.g., Supplemental Insurance, 
Social Security)  $0  $0  $0 
17A 17D  Total savings attributable to the projects  $6,300  $0  $6,300 
          64   
A P P E N D I X   ~   D  


  Montana  Missoula Aging Services, Missoula  
In operation since:  July 1999   JanJune  JulyDec  Total for 2008  
  OUTPUT MEASURES       
1  Total number of active volunteers  47  52  52 
2  Total number of volunteer training hours   188  130  318 
3  Total number of volunteer work hours  300  181  481 
4  Number of media outreach events  13,099  123  13,222 
5  Number of community outreach education events conducted  18  14  32 
6  Estimated number of people reached by community outreach education 
events  919  698  1,617 
7  Number of group education sessions for beneficiaries   82  81  163 
8A  Number of beneficiaries who attended group education sessions   2,387  2,377  4,764 
8B  Increase in the number of beneficiaries who understand how reading their 
Medicare Summary Notice can help identify billing fraud or errors  101  30  131 
8C  Increase in the number of beneficiaries who understand why it is important 
to seek assistance with billing questions  176  66  242 
8D  Increase in the number of beneficiaries who know why it is important to 
protect their Medicare and Social Security numbers   71  34  105 
9  Number of one-on-one counseling sessions held with or on behalf of a 
beneficiary  272  183  455 
10  Total number of simple inquiries received   4  1  5  
11  Total number of simple inquiries resolved  4  1  5  
12  Number of inquiries involving complex issues received   6  9  15 
13A  Number of inquiries involving complex issues referred for further action  2  3  5  
13B  Total dollar amount referred for further action  $3,583  $12,426  $16,009 
14  Number of complex issues resolved  3  6  9  
15  Number of complex issues pending further action   20  20  20 
16  Cost avoidance on behalf of Medicare, Medicaid, beneficiaries, or others  $0  $0  $0 
17A  Actual Medicare funds recovered attributable to the projects   $0  $0  $0 
17B  Actual Medicaid funds recovered attributable to the projects   $0  $0  $0 
17C  Actual savings to beneficiaries attributable to the projects  $10,256  $382  $10,638 
17D  Other savings attributable to the projects (e.g., Supplemental Insurance, 
Social Security)  $0  $0  $0 
17A 17D  Total savings attributable to the projects  $10,256  $382  $10,638 
 
          65   
A P P E N D I X   ~   D  


Nebraska  Ne braska Department of Health and Human Services-State Unit on Aging, Lincoln  
In operation since:  July 2000  
JanJune  JulyDec  Total for 2008  
  OUTPUT MEASURES       
1  Total number of active volunteers  74  72  114 
2  Total number of volunteer training hours   1,855  315  2,170 
3  Total number of volunteer work hours  528  0  528 
4  Number of media outreach events  49  2  51 
5  Number of community outreach education events conducted  79  99  178 
6  Estimated number of people reached by community outreach education 
events  6,531  10,655  17,186 
7  Number of group education sessions for beneficiaries   24  46  70 
8A  Number of beneficiaries who attended group education sessions   756  2,203  2,959 
8B  Increase in the number of beneficiaries who understand how reading their 
Medicare Summary Notice can help identify billing fraud or errors  161  102  263 
8C  Increase in the number of beneficiaries who understand why it is important 
to seek assistance with billing questions  135  185  320 
8D  Increase in the number of beneficiaries who know why it is important to 
protect their Medicare and Social Security numbers   105  206  311 
9  Number of one-on-one counseling sessions held with or on behalf of a 
beneficiary  2  68  70 
10  Total number of simple inquiries received   1,538  2,039  3,577 
11  Total number of simple inquiries resolved    1,530  2,038  3,568 
12  Number of inquiries involving complex issues received   12  18  30 
13A  Number of inquiries involving complex issues referred for further action  0  2  2  
13B  Total dollar amount referred for further action  $53,740  $18,288  $72,028 
14  Number of complex issues resolved  7  12  19 
15  Number of complex issues pending further action   23  23  23 
16  Cost avoidance on behalf of Medicare, Medicaid, beneficiaries, or others  $40,368  $193  $40,561 
17A  Actual Medicare funds recovered attributable to the projects   $0  $0  $0 
17B  Actual Medicaid funds recovered attributable to the projects   $0  $0  $0 
17C  Actual savings to beneficiaries attributable to the projects  $0  $0  $0 
17D  Other savings attributable to the projects (e.g., Supplemental Insurance, 
Social Security)  $0  $3,114  $3,114 
17A 17D  Total savings attributable to the projects  $0  $3,114  $3,114 
 
          66   
A P P E N D I X   ~   D  


N evada  State of Nevada Office of the Attorney General, Las Vegas  
In operation since:  July 1999  
JanJune  JulyDec  Total for 2008  
  OUTPUT MEASURES       
1  Total number of active volunteers  2  0  2  
2  Total number of volunteer training hours   1  0  1  
3  Total number of volunteer work hours  3  0  3  
4  Number of media outreach events  1,733  3  1,736 
5  Number of community outreach education events conducted  14  9  23 
6  Estimated number of people reached by community outreach education 
events  1,410  1,345  2,755 
7  Number of group education sessions for beneficiaries   21  3  24 
8A  Number of beneficiaries who attended group education sessions   872  180  1,052 
8B  Increase in the number of beneficiaries who understand how reading their 
Medicare Summary Notice can help identify billing fraud or errors  18  0  18 
8C  Increase in the number of beneficiaries who understand why it is important 
to seek assistance with billing questions  23  0  23 
8D  Increase in the number of beneficiaries who know why it is important to 
protect their Medicare and Social Security numbers   8  0  8  
9  Number of one-on-one counseling sessions held with or on behalf of a 
beneficiary  15  6  21 
10  Total number of simple inquiries received   74  23  97 
11  Total number of simple inquiries resolved    61  23  84 
12  Number of inquiries involving complex issues received   20  3  23 
13A  Number of inquiries involving complex issues referred for further action  4  1  5  
13B  Total dollar amount referred for further action  $18,844  $1,000  $19,844 
14  Number of complex issues resolved  11  6  17 
15  Number of complex issues pending further action   18  18  18 
16  Cost avoidance on behalf of Medicare, Medicaid, beneficiaries, or others  $0  $0  $0 
17A  Actual Medicare funds recovered attributable to the projects   $0  $0  $0 
17B  Actual Medicaid funds recovered attributable to the projects   $0  $0  $0 
17C  Actual savings to beneficiaries attributable to the projects  $0  $0  $0 
17D  Other savings attributable to the projects (e.g., Supplemental Insurance, 
Social Security)  $0  $0  $0 
17A 17D  Total savings attributable to the projects  $0  $0  $0 
 
          67   
A P P E N D I X   ~   D  


New Ha mpshire  New Hampshire Bureau of Elderly and Adult Services, Concord  
In operation since:  July 1997  
JanJune  JulyDec  Total for 2008  
  OUTPUT MEASURES       
1  Total number of active volunteers  1  30  30 
2  Total number of volunteer training hours   0  200  200 
3  Total number of volunteer work hours  5  117  122 
4  Number of media outreach events  2,120  1,306  3,426 
5  Number of community outreach education events conducted  28  25  53 
6  Estimated number of people reached by community outreach education 
events  1,634  6,173  7,807 
7  Number of group education sessions for beneficiaries   75  30  105 
8A  Number of beneficiaries who attended group education sessions   1,922  802  2,724 
8B  Increase in the number of beneficiaries who understand how reading their 
Medicare Summary Notice can help identify billing fraud or errors  84  41  125 
8C  Increase in the number of beneficiaries who understand why it is important 
to seek assistance with billing questions  162  89  251 
8D  Increase in the number of beneficiaries who know why it is important to 
protect their Medicare and Social Security numbers   68  54  122 
9  Number of one-on-one counseling sessions held with or on behalf of a 
beneficiary  0  2  2  
10  Total number of simple inquiries received   1  3  4  
11  Total number of simple inquiries resolved  1  3  4  
12  Number of inquiries involving complex issues received   3  8  11 
13A  Number of inquiries involving complex issues referred for further action  0  2  2  
13B  Total dollar amount referred for further action  $305  $9,546  $9,851 
14  Number of complex issues resolved  0  3  3  
15  Number of complex issues pending further action   15  15  15 
16  Cost avoidance on behalf of Medicare, Medicaid, beneficiaries, or others  $0  $0  $0 
17A  Actual Medicare funds recovered attributable to the projects   $0  $0  $0 
17B  Actual Medicaid funds recovered attributable to the projects   $0  $0  $0 
17C  Actual savings to beneficiaries attributable to the projects  $0  $0  $0 
17D  Other savings attributable to the projects (e.g., Supplemental Insurance, 
Social Security)  $0  $0  $0 
17A 17D  Total savings attributable to the projects  $0  $0  $0 
 
          68   
A P P E N D I X   ~   D  


New Jers ey  Jewish Family & Vocational Services of Middlesex County, Inc., Edison  
In operation since:  July 2001  
JanJune  JulyDec  Total for 2008  
  OUTPUT MEASURES       
1  Total number of active volunteers  8  4  10 
2  Total number of volunteer training hours   0  4  4  
3  Total number of volunteer work hours  58  27  85 
4  Number of media outreach events  1,022  234  1,256 
5  Number of community outreach education events conducted  28  13  41 
6  Estimated number of people reached by community outreach education 
events  3,571  934  4,505 
7  Number of group education sessions for beneficiaries   58  64  122 
8A  Number of beneficiaries who attended group education sessions   1,875  1,931  3,806 
8B  Increase in the number of beneficiaries who understand how reading their 
Medicare Summary Notice can help identify billing fraud or errors  349  381  730 
8C  Increase in the number of beneficiaries who understand why it is important 
to seek assistance with billing questions  587  568  1,155 
8D  Increase in the number of beneficiaries who know why it is important to 
protect their Medicare and Social Security numbers   261  224  485 
9  Number of one-on-one counseling sessions held with or on behalf of a 
beneficiary  50  66  116 
10  Total number of simple inquiries received   126  95  221 
11  Total number of simple inquiries resolved    126  94  220 
12  Number of inquiries involving complex issues received   12  12  24 
13A  Number of inquiries involving complex issues referred for further action  5  3  8  
13B  Total dollar amount referred for further action  $3,694  $87,026  $90,720 
14  Number of complex issues resolved  5  4  9  
15  Number of complex issues pending further action   44  44  44 
16  Cost avoidance on behalf of Medicare, Medicaid, beneficiaries, or others  $0  $0  $0 
17A  Actual Medicare funds recovered attributable to the projects   $0  $0  $0 
17B  Actual Medicaid funds recovered attributable to the projects   $0  $0  $0 
17C  Actual savings to beneficiaries attributable to the projects  $0  $0  $0 
17D  Other savings attributable to the projects (e.g., Supplemental Insurance, 
Social Security)  $0  $0  $0 
17A 17D  Total savings attributable to the projects  $0  $0  $0 
 
          69   
A P P E N D I X   ~   D  


New Mex ico  New Mexico Aging and Long Term Services Department, Albuquerque  
In operation since:  July 1999  
JanJune  JulyDec  Total for 2008  
  OUTPUT MEASURES       
1  Total number of active volunteers  23  31  32 
2  Total number of volunteer training hours   0  0  0  
3  Total number of volunteer work hours  0  0  0  
4  Number of media outreach events  0  0  0  
5  Number of community outreach education events conducted  168  160  328 
6  Estimated number of people reached by community outreach education 
events  5,447  15,039  20,486 
7  Number of group education sessions for beneficiaries   0  0  0  
8A  Number of beneficiaries who attended group education sessions   0  0  0  
8B  Increase in the number of beneficiaries who understand how reading their 
Medicare Summary Notice can help identify billing fraud or errors  0  0  0  
8C  Increase in the number of beneficiaries who understand why it is important 
to seek assistance with billing questions  0  0  0  
8D  Increase in the number of beneficiaries who know why it is important to 
protect their Medicare and Social Security numbers   0  0  0  
9  Number of one-on-one counseling sessions held with or on behalf of a 
beneficiary  0  0  0  
10  Total number of simple inquiries received   0  1  1  
11  Total number of simple inquiries resolved  0  1  1  
12  Number of inquiries involving complex issues received   53  43  96 
13A  Number of inquiries involving complex issues referred for further action  6  4  10 
13B  Total dollar amount referred for further action  $41,366  $183,677  $225,043 
14  Number of complex issues resolved  38  43  81 
15  Number of complex issues pending further action   80  80  80 
16  Cost avoidance on behalf of Medicare, Medicaid, beneficiaries, or others  $3,372  $10,411  $13,783 
17A  Actual Medicare funds recovered attributable to the projects   $0  $14,567  $14,567 
17B  Actual Medicaid funds recovered attributable to the projects   $0  $0  $0 
17C  Actual savings to beneficiaries attributable to the projects  $4,162  $0  $4,162 
17D  Other savings attributable to the projects (e.g., Supplemental Insurance, 
Social Security)  $0  $0  $0 
17A 17D  Total savings attributable to the projects  $4,162  $14,567  $18,729 
 
          70   
A P P E N D I X   ~   D  


  New York  Operation Restore Trust, Albany  
In operation since:  July 1997  
JanJune  JulyDec  Total for 2008  
  OUTPUT MEASURES       
1  Total number of active volunteers  384  415  420 
2  Total number of volunteer training hours   1,071  208  1,279 
3  Total number of volunteer work hours  412  1,668  2,080 
4  Number of media outreach events  36  50  86 
5  Number of community outreach education events conducted  38  127  165 
6  Estimated number of people reached by community outreach education 
events  11,744  229,339  241,083 
7  Number of group education sessions for beneficiaries   292  333  625 
8A  Number of beneficiaries who attended group education sessions   12,242  11,896  24,138 
8B  Increase in the number of beneficiaries who understand how reading their 
Medicare Summary Notice can help identify billing fraud or errors  115  47  162 
8C  Increase in the number of beneficiaries who understand why it is important 
to seek assistance with billing questions  626  29  655 
8D  Increase in the number of beneficiaries who know why it is important to 
protect their Medicare and Social Security numbers   111  7  118 
9  Number of one-on-one counseling sessions held with or on behalf of a 
beneficiary  42  1,775  1,817 
10  Total number of simple inquiries received   44  42  86 
11  Total number of simple inquiries resolved    44  39  83 
12  Number of inquiries involving complex issues received   29  17  46 
13A  Number of inquiries involving complex issues referred for further action  0  1  1  
13B  Total dollar amount referred for further action  $59,764  $47,583  $107,347 
14  Number of complex issues resolved  11  16  27 
15  Number of complex issues pending further action   84  84  84 
16  Cost avoidance on behalf of Medicare, Medicaid, beneficiaries, or others  $0  $0  $0 
17A  Actual Medicare funds recovered attributable to the projects   $2,193  $0  $2,193 
17B  Actual Medicaid funds recovered attributable to the projects   $0  $0  $0 
17C  Actual savings to beneficiaries attributable to the projects  $0  $0  $0 
17D  Other savings attributable to the projects (e.g., Supplemental Insurance, 
Social Security)  $0  $0  $0 
17A 17D  Total savings attributable to the projects  $2,193  $0  $2,193 
 
          71   
A P P E N D I X   ~   D  


  North Carolina  Department of Insurance, Raleigh  
In operation since:  July 2003  
JanJune  JulyDec  Total for 2008  
  OUTPUT MEASURES       
1  Total number of active volunteers  4  4  4  
2  Total number of volunteer training hours   13  46  59 
3  Total number of volunteer work hours  215  171  386 
4  Number of media outreach events  56,275  102  56,377 
5  Number of community outreach education events conducted  82  23  105 
6  Estimated number of people reached by community outreach education 
events  16,650  3,738  20,388 
7  Number of group education sessions for beneficiaries   90  33  123 
8A  Number of beneficiaries who attended group education sessions   6,308  2,061  8,369 
8B  Increase in the number of beneficiaries who understand how reading their 
Medicare Summary Notice can help identify billing fraud or errors  513  0  513 
8C  Increase in the number of beneficiaries who understand why it is important 
to seek assistance with billing questions  423  125  548 
8D  Increase in the number of beneficiaries who know why it is important to 
protect their Medicare and Social Security numbers   918  75  993 
9  Number of one-on-one counseling sessions held with or on behalf of a 
beneficiary  1  0  1  
10  Total number of simple inquiries received   0  0  0  
11  Total number of simple inquiries resolved  0  0  0  
12  Number of inquiries involving complex issues received   0  0  0  
13A  Number of inquiries involving complex issues referred for further action  0  0  0  
13B  Total dollar amount referred for further action  $0  $0  $0 
14  Number of complex issues resolved  0  0  0  
15  Number of complex issues pending further action   0  0  0  
16  Cost avoidance on behalf of Medicare, Medicaid, beneficiaries, or others  $0  $0  $0 
17A  Actual Medicare funds recovered attributable to the projects   $0  $0  $0 
17B  Actual Medicaid funds recovered attributable to the projects   $0  $0  $0 
17C  Actual savings to beneficiaries attributable to the projects  $0  $0  $0 
17D  Other savings attributable to the projects (e.g., Supplemental Insurance, 
Social Security)  $0  $0  $0 
17A 17D  Total savings attributable to the projects  $0  $0  $0 
 
          72   
A P P E N D I X   ~   D  


  North Dakota  Minot State University, Minot  
In operation since:  July 2003  
JanJune  JulyDec  Total for 2008  
  OUTPUT MEASURES       
1  Total number of active volunteers  16  15  28 
2  Total number of volunteer training hours   16  28  44 
3  Total number of volunteer work hours  64  87  151 
4  Number of media outreach events  6  3  9  
5  Number of community outreach education events conducted  13  18  31 
6  Estimated number of people reached by community outreach education 
events  1,403  2,453  3,856 
7  Number of group education sessions for beneficiaries   42  39  81 
8A  Number of beneficiaries who attended group education sessions   930  989  1,919 
8B  Increase in the number of beneficiaries who understand how reading their 
Medicare Summary Notice can help identify billing fraud or errors  177  108  285 
8C  Increase in the number of beneficiaries who understand why it is important 
to seek assistance with billing questions  273  104  377 
8D  Increase in the number of beneficiaries who know why it is important to 
protect their Medicare and Social Security numbers   62  50  112 
9  Number of one-on-one counseling sessions held with or on behalf of a 
beneficiary  9  17  26 
10  Total number of simple inquiries received   105  33  138 
11  Total number of simple inquiries resolved    105  33  138 
12  Number of inquiries involving complex issues received   2  7  9  
13A  Number of inquiries involving complex issues referred for further action  0  0  0  
13B  Total dollar amount referred for further action  $0  $0  $0 
14  Number of complex issues resolved  2  5  7  
15  Number of complex issues pending further action   0  0  0  
16  Cost avoidance on behalf of Medicare, Medicaid, beneficiaries, or others  $0  $0  $0 
17A  Actual Medicare funds recovered attributable to the projects   $0  $0  $0 
17B  Actual Medicaid funds recovered attributable to the projects   $0  $0  $0 
17C  Actual savings to beneficiaries attributable to the projects  $0  $0  $0 
17D  Other savings attributable to the projects (e.g., Supplemental Insurance, 
Social Security)  $0  $0  $0 
17A 17D  Total savings attributable to the projects  $0  $0  $0 
 
          73   
A P P E N D I X   ~   D  


  Ohio  Pro Seniors, Inc., Cincinnati  
In operation since:  July 2002  
JanJune  JulyDec  Total for 2008  
  OUTPUT MEASURES       
1  Total number of active volunteers  23  34  52 
2  Total number of volunteer training hours   72  195  267 
3  Total number of volunteer work hours  92  140  232 
4  Number of media outreach events  23  22  45 
5  Number of community outreach education events conducted  17  13  30 
6  Estimated number of people reached by community outreach education 
events  1,490  1,156  2,646 
7  Number of group education sessions for beneficiaries   29  37  66 
8A  Number of beneficiaries who attended group education sessions   692  791  1,483 
8B  Increase in the number of beneficiaries who understand how reading their 
Medicare Summary Notice can help identify billing fraud or errors  123  85  208 
8C  Increase in the number of beneficiaries who understand why it is important 
to seek assistance with billing questions  159  90  249 
8D  Increase in the number of beneficiaries who know why it is important to 
protect their Medicare and Social Security numbers   89  30  119 
9  Number of one-on-one counseling sessions held with or on behalf of a 
beneficiary  11  0  11 
10  Total number of simple inquiries received   59  34  93 
11  Total number of simple inquiries resolved    58  32  90 
12  Number of inquiries involving complex issues received   7  8  15 
13A  Number of inquiries involving complex issues referred for further action  2  3  5  
13B  Total dollar amount referred for further action  $3,615  $2,109  $5,724 
14  Number of complex issues resolved  1  2  3  
15  Number of complex issues pending further action   26  26  26 
16  Cost avoidance on behalf of Medicare, Medicaid, beneficiaries, or others  $0  $0  $0 
17A  Actual Medicare funds recovered attributable to the projects   $0  $0  $0 
17B  Actual Medicaid funds recovered attributable to the projects   $0  $0  $0 
17C  Actual savings to beneficiaries attributable to the projects  $0  $0  $0 
17D  Other savings attributable to the projects (e.g., Supplemental Insurance, 
Social Security)  $0  $0  $0 
17A 17D  Total savings attributable to the projects  $0  $0  $0 
 
          74   
A P P E N D I X   ~   D  


Okl ahoma  State of Oklahoma Department of Insurance, Oklahoma City  
In operation since:  July 1999  
JanJune  JulyDec  Total for 2008  
  OUTPUT MEASURES       
1  Total number of active volunteers  13  18  23 
2  Total number of volunteer training hours   0  12  12 
3  Total number of volunteer work hours  313  661  974 
4  Number of media outreach events  7  422  429 
5  Number of community outreach education events conducted  60  31  91 
6  Estimated number of people reached by community outreach education 
events  3,903  5,115  9,018 
7  Number of group education sessions for beneficiaries   59  90  149 
8A  Number of beneficiaries who attended group education sessions   17,493  2,739  20,232 
8B  Increase in the number of beneficiaries who understand how reading their 
Medicare Summary Notice can help identify billing fraud or errors  0  136  136 
8C  Increase in the number of beneficiaries who understand why it is important 
to seek assistance with billing questions  0  219  219 
8D  Increase in the number of beneficiaries who know why it is important to 
protect their Medicare and Social Security numbers   0  237  237 
9  Number of one-on-one counseling sessions held with or on behalf of a 
beneficiary  2  32  34 
10  Total number of simple inquiries received   31  116  147 
11  Total number of simple inquiries resolved    31  115  146 
12  Number of inquiries involving complex issues received   3  3  6  
13A  Number of inquiries involving complex issues referred for further action  0  0  0  
13B  Total dollar amount referred for further action  $0  $0  $0 
14  Number of complex issues resolved  1  2  3  
15  Number of complex issues pending further action   3  3  3  
16  Cost avoidance on behalf of Medicare, Medicaid, beneficiaries, or others  $0  $0  $0 
17A  Actual Medicare funds recovered attributable to the projects   $0  $0  $0 
17B  Actual Medicaid funds recovered attributable to the projects   $0  $0  $0 
17C  Actual savings to beneficiaries attributable to the projects  $0  $0  $0 
17D  Other savings attributable to the projects (e.g., Supplemental Insurance, 
Social Security)  $0  $0  $0 
17A 17D  Total savings attributable to the projects  $0  $0  $0 
          75   
A P P E N D I X   ~   D  


O regon  Department of Human Services, State Unit on Aging, Salem  
In operation since:  July 1999  
JanJune  JulyDec  Total for 2008  
  OUTPUT MEASURES       
1  Total number of active volunteers  103  115  139 
2  Total number of volunteer training hours   1  0  1  
3  Total number of volunteer work hours  704  925  1,629 
4  Number of media outreach events  44  28  72 
5  Number of community outreach education events conducted  9  78  87 
6  Estimated number of people reached by community outreach education 
events  3,754  4,765  8,519 
7  Number of group education sessions for beneficiaries   8  55  63 
8A  Number of beneficiaries who attended group education sessions   259  1,566  1,825 
8B  Increase in the number of beneficiaries who understand how reading their 
Medicare Summary Notice can help identify billing fraud or errors  63  19  82 
8C  Increase in the number of beneficiaries who understand why it is important 
to seek assistance with billing questions  52  16  68 
8D  Increase in the number of beneficiaries who know why it is important to 
protect their Medicare and Social Security numbers   71  13  84 
9  Number of one-on-one counseling sessions held with or on behalf of a 
beneficiary  487  2,006  2,493 
10  Total number of simple inquiries received   77  710  787 
11  Total number of simple inquiries resolved    76  707  783 
12  Number of inquiries involving complex issues received   0  10  10 
13A  Number of inquiries involving complex issues referred for further action  0  2  2  
13B  Total dollar amount referred for further action  $0  $125  $125 
14  Number of complex issues resolved  1  1  2  
15  Number of complex issues pending further action   11  11  11 
16  Cost avoidance on behalf of Medicare, Medicaid, beneficiaries, or others  $0  $0  $0 
17A  Actual Medicare funds recovered attributable to the projects   $0  $0  $0 
17B  Actual Medicaid funds recovered attributable to the projects   $0  $0  $0 
17C  Actual savings to beneficiaries attributable to the projects  $0  $0  $0 
17D  Other savings attributable to the projects (e.g., Supplemental Insurance, 
Social Security)  $0  $0  $0 
17A 17D  Total savings attributable to the projects  $0  $0  $0 
 
          76   
A P P E N D I X   ~   D  


Pennsylvania   Center for Advocacy for the Rights and Interests of the Elderly, Philadelphia  
In operation since:  July 1997  
JanJune  JulyDec  Total for 2008  
  OUTPUT MEASURES       
1  Total number of active volunteers  43  33  49 
2  Total number of volunteer training hours   47  0  47 
3  Total number of volunteer work hours  536  467  1,003 
4  Number of media outreach events  7  2  9  
5  Number of community outreach education events conducted  29  51  80 
6  Estimated number of people reached by community outreach education 
events  2,268  3,506  5,774 
7  Number of group education sessions for beneficiaries   75  50  125 
8A  Number of beneficiaries who attended group education sessions   1,974  1,160  3,134 
8B  Increase in the number of beneficiaries who understand how reading their 
Medicare Summary Notice can help identify billing fraud or errors  43  66  109 
8C  Increase in the number of beneficiaries who understand why it is important 
to seek assistance with billing questions  83  93  176 
8D  Increase in the number of beneficiaries who know why it is important to 
protect their Medicare and Social Security numbers   30  34  64 
9  Number of one-on-one counseling sessions held with or on behalf of a 
beneficiary  89  453  542 
10  Total number of simple inquiries received   7  10  17 
11  Total number of simple inquiries resolved    7  10  17 
12  Number of inquiries involving complex issues received   3  14  17 
13A  Number of inquiries involving complex issues referred for further action  1  0  1  
13B  Total dollar amount referred for further action  $0  $289  $289 
14  Number of complex issues resolved  0  10  10 
15  Number of complex issues pending further action   9  9  9  
16  Cost avoidance on behalf of Medicare, Medicaid, beneficiaries, or others  $0  $0  $0 
17A  Actual Medicare funds recovered attributable to the projects   $0  $0  $0 
17B  Actual Medicaid funds recovered attributable to the projects   $0  $0  $0 
17C  Actual savings to beneficiaries attributable to the projects  $0  $0  $0 
17D  Other savings attributable to the projects (e.g., Supplemental Insurance, 
Social Security)  $0  $0  $0 
17A 17D  Total savings attributable to the projects  $0  $0  $0 
          77   
A P P E N D I X   ~   D  


 Puerto Rico  Office of the Ombudsman for the Elderly, San Juan  
In operation since:  July 1999  
JanJune  JulyDec  Total for 2008  
  OUTPUT MEASURES       
1  Total number of active volunteers  12  12  13 
2  Total number of volunteer training hours   136  80  216 
3  Total number of volunteer work hours  72  288  360 
4  Number of media outreach events  1  1  2  
5  Number of community outreach education events conducted  72  94  166 
6  Estimated number of people reached by community outreach education 
events  5,399  11,431  16,830 
7  Number of group education sessions for beneficiaries   14  20  34 
8A  Number of beneficiaries who attended group education sessions   565  481  1,046 
8B  Increase in the number of beneficiaries who understand how reading their 
Medicare Summary Notice can help identify billing fraud or errors  0  62  62 
8C  Increase in the number of beneficiaries who understand why it is important 
to seek assistance with billing questions  0  90  90 
8D  Increase in the number of beneficiaries who know why it is important to 
protect their Medicare and Social Security numbers   0  60  60 
9  Number of one-on-one counseling sessions held with or on behalf of a 
beneficiary  397  195  592 
10  Total number of simple inquiries received   250  325  575 
11  Total number of simple inquiries resolved    221  324  545 
12  Number of inquiries involving complex issues received   1  0  1  
13A  Number of inquiries involving complex issues referred for further action  1  0  1  
13B  Total dollar amount referred for further action  $21,659  $0  $21,659 
14  Number of complex issues resolved  0  0  0  
15  Number of complex issues pending further action   2  2  2  
16  Cost avoidance on behalf of Medicare, Medicaid, beneficiaries, or others  $0  $0  $0 
17A  Actual Medicare funds recovered attributable to the projects   $0  $0  $0 
17B  Actual Medicaid funds recovered attributable to the projects   $0  $0  $0 
17C  Actual savings to beneficiaries attributable to the projects  $0  $0  $0 
17D  Other savings attributable to the projects (e.g., Supplemental Insurance, 
Social Security)  $0  $0  $0 
17A 17D  Total savings attributable to the projects  $0  $0  $0 
          78   
A P P E N D I X   ~   D  


  Rhode Island  Department of Elderly Affairs, Cranston  
In operation since:  July 2006  
JanJune  JulyDec  Total for 2008  
  OUTPUT MEASURES       
1  Total number of active volunteers  138  12  139 
2  Total number of volunteer training hours   1,297  11  1,308 
3  Total number of volunteer work hours  1,712  300  2,012 
4  Number of media outreach events  7  1  8  
5  Number of community outreach education events conducted  149  127  276 
6  Estimated number of people reached by community outreach education 
events  21,237  18,363  39,600 
7  Number of group education sessions for beneficiaries   37  9  46 
8A  Number of beneficiaries who attended group education sessions   1,817  608  2,425 
8B  Increase in the number of beneficiaries who understand how reading their 
Medicare Summary Notice can help identify billing fraud or errors  888  0  888 
8C  Increase in the number of beneficiaries who understand why it is important 
to seek assistance with billing questions  805  0  805 
8D  Increase in the number of beneficiaries who know why it is important to 
protect their Medicare and Social Security numbers   812  0  812 
9  Number of one-on-one counseling sessions held with or on behalf of a 
beneficiary  446  378  824 
10  Total number of simple inquiries received   766  994  1,760 
11  Total number of simple inquiries resolved    735  941  1,676 
12  Number of inquiries involving complex issues received   38  5  43 
13A  Number of inquiries involving complex issues referred for further action  2  0  2  
13B  Total dollar amount referred for further action  $0  $0  $0 
14  Number of complex issues resolved  2  1  3  
15  Number of complex issues pending further action   41  41  41 
16  Cost avoidance on behalf of Medicare, Medicaid, beneficiaries, or others  $0  $0  $0 
17A  Actual Medicare funds recovered attributable to the projects   $0  $0  $0 
17B  Actual Medicaid funds recovered attributable to the projects   $0  $0  $0 
17C  Actual savings to beneficiaries attributable to the projects  $0  $0  $0 
17D  Other savings attributable to the projects (e.g., Supplemental Insurance, 
Social Security)  $0  $0  $0 
17A 17D  Total savings attributable to the projects  $0  $0  $0 
 
          79   
A P P E N D I X   ~   D  


  South Carolina  Lt. Governors Office on Aging, Columbia 
In operation since:  July 2000  
JanJune  JulyDec  Total for 2008  
  OUTPUT MEASURES       
1  Total number of active volunteers  45  0  45 
2  Total number of volunteer training hours   432  0  432 
3  Total number of volunteer work hours  841  0  841 
4  Number of media outreach events  13  0  13 
5  Number of community outreach education events conducted  76  112  188 
6  Estimated number of people reached by community outreach education 
events  15,413  4,560  19,973 
7  Number of group education sessions for beneficiaries   38  13  51 
8A  Number of beneficiaries who attended group education sessions   1,007  640  1,647 
8B  Increase in the number of beneficiaries who understand how reading their 
Medicare Summary Notice can help identify billing fraud or errors  0  40  40 
8C  Increase in the number of beneficiaries who understand why it is important 
to seek assistance with billing questions  0  24  24 
8D  Increase in the number of beneficiaries who know why it is important to 
protect their Medicare and Social Security numbers   0  86  86 
9  Number of one-on-one counseling sessions held with or on behalf of a 
beneficiary  0  19  19 
10  Total number of simple inquiries received   162  37  199 
11  Total number of simple inquiries resolved    162  37  199 
12  Number of inquiries involving complex issues received   7  3  10 
13A  Number of inquiries involving complex issues referred for further action  1  2  3  
13B  Total dollar amount referred for further action  $25,002  $1,615  $26,617 
14  Number of complex issues resolved  1  0  1  
15  Number of complex issues pending further action   41  41  41 
16  Cost avoidance on behalf of Medicare, Medicaid, beneficiaries, or others  $0  $0  $0 
17A  Actual Medicare funds recovered attributable to the projects   $0  $0  $0 
17B  Actual Medicaid funds recovered attributable to the projects   $0  $0  $0 
17C  Actual savings to beneficiaries attributable to the projects  $0  $0  $0 
17D  Other savings attributable to the projects (e.g., Supplemental Insurance, 
Social Security)  $0  $0  $0 
17A 17D  Total savings attributable to the projects  $0  $0  $0 
 
          80   
A P P E N D I X   ~   D  


 South Dakota  East River Legal Services Corporation, Sioux Falls  
In operation since:  July 2000  
JanJune  JulyDec  Total for 2008  
  OUTPUT MEASURES       
1  Total number of active volunteers  29  94  103 
2  Total number of volunteer training hours   0  533  533 
3  Total number of volunteer work hours  101  83  184 
4  Number of media outreach events  0  2  2  
5  Number of community outreach education events conducted  2  4  6  
6  Estimated number of people reached by community outreach education 
events  165  271  436 
7  Number of group education sessions for beneficiaries   0  9  9  
8A  Number of beneficiaries who attended group education sessions   0  340  340 
8B  Increase in the number of beneficiaries who understand how reading their 
Medicare Summary Notice can help identify billing fraud or errors  0  168  168 
8C  Increase in the number of beneficiaries who understand why it is important 
to seek assistance with billing questions  0  161  161 
8D  Increase in the number of beneficiaries who know why it is important to 
protect their Medicare and Social Security numbers   0  175  175 
9  Number of one-on-one counseling sessions held with or on behalf of a 
beneficiary  11  163  174 
10  Total number of simple inquiries received   72  83  155 
11  Total number of simple inquiries resolved    72  83  155 
12  Number of inquiries involving complex issues received   22  0  22 
13A  Number of inquiries involving complex issues referred for further action  4  0  4  
13B  Total dollar amount referred for further action  $149  $0  $149 
14  Number of complex issues resolved  19  4  23 
15  Number of complex issues pending further action   0  0  0  
16  Cost avoidance on behalf of Medicare, Medicaid, beneficiaries, or others  $0  $0  $0 
17A  Actual Medicare funds recovered attributable to the projects   $0  $0  $0 
17B  Actual Medicaid funds recovered attributable to the projects   $0  $0  $0 
17C  Actual savings to beneficiaries attributable to the projects  $0  $0  $0 
17D  Other savings attributable to the projects (e.g., Supplemental Insurance, 
Social Security)  $0  $0  $0 
17A 17D  Total savings attributable to the projects  $0  $0  $0 
          81   
A P P E N D I X   ~   D  


 Tennessee  Upper Cumberland Development District, Cookeville  
In operation since:  July 2001  
JanJune  JulyDec  Total for 2008  
  OUTPUT MEASURES       
1  Total number of active volunteers  13  35  40 
2  Total number of volunteer training hours   9  311  320 
3  Total number of volunteer work hours  118  156  274 
4  Number of media outreach events  9  55  64 
5  Number of community outreach education events conducted  140  61  201 
6  Estimated number of people reached by community outreach education 
events  13,359  4,296  17,655 
7  Number of group education sessions for beneficiaries   19  55  74 
8A  Number of beneficiaries who attended group education sessions   263  1,510  1,773 
8B  Increase in the number of beneficiaries who understand how reading their 
Medicare Summary Notice can help identify billing fraud or errors  42  3  45 
8C  Increase in the number of beneficiaries who understand why it is important 
to seek assistance with billing questions  27  3  30 
8D  Increase in the number of beneficiaries who know why it is important to 
protect their Medicare and Social Security numbers   19  0  19 
9  Number of one-on-one counseling sessions held with or on behalf of a 
beneficiary  79  74  153 
10  Total number of simple inquiries received   103  148  251 
11  Total number of simple inquiries resolved    98  148  246 
12  Number of inquiries involving complex issues received   19  40  59 
13A  Number of inquiries involving complex issues referred for further action  1  11  12 
13B  Total dollar amount referred for further action  $359  $0  $359 
14  Number of complex issues resolved  9  21  30 
15  Number of complex issues pending further action   44  44  44 
16  Cost avoidance on behalf of Medicare, Medicaid, beneficiaries, or others  $0  $0  $0 
17A  Actual Medicare funds recovered attributable to the projects   $0  $0  $0 
17B  Actual Medicaid funds recovered attributable to the projects   $0  $0  $0 
17C  Actual savings to beneficiaries attributable to the projects  $133  $386  $518 
17D  Other savings attributable to the projects (e.g., Supplemental Insurance, 
Social Security)  $0  $0  $0 
17A 17D  Total savings attributable to the projects  $133  $386  $518 
 
          82   
A P P E N D I X   ~   D  


 Texas  Better Business Bureau Education Foundation, Houston  
In operation since:  July 2002  
JanJune  JulyDec  Total for 2008  
  OUTPUT MEASURES       
1  Total number of active volunteers  3  8  10 
2  Total number of volunteer training hours   0  4  4  
3  Total number of volunteer work hours  16  63  79 
4  Number of media outreach events  1  9  10 
5  Number of community outreach education events conducted  5  22  27 
6  Estimated number of people reached by community outreach education 
events  515  5,925  6,440 
7  Number of group education sessions for beneficiaries   38  38  76 
8A  Number of beneficiaries who attended group education sessions   1,569  900  2,469 
8B  Increase in the number of beneficiaries who understand how reading their 
Medicare Summary Notice can help identify billing fraud or errors  45  70  115 
8C  Increase in the number of beneficiaries who understand why it is important 
to seek assistance with billing questions  224  82  306 
8D  Increase in the number of beneficiaries who know why it is important to 
protect their Medicare and Social Security numbers   23  39  62 
9  Number of one-on-one counseling sessions held with or on behalf of a 
beneficiary  0  1  1  
10  Total number of simple inquiries received   68  98  166 
11  Total number of simple inquiries resolved    68  98  166 
12  Number of inquiries involving complex issues received   14  44  58 
13A  Number of inquiries involving complex issues referred for further action  1  1  2  
13B  Total dollar amount referred for further action  $8,463  $25,214  $33,677 
14  Number of complex issues resolved  23  3  26 
15  Number of complex issues pending further action   62  62  62 
16  Cost avoidance on behalf of Medicare, Medicaid, beneficiaries, or others  $0  $0  $0 
17A  Actual Medicare funds recovered attributable to the projects   $0  $0  $0 
17B  Actual Medicaid funds recovered attributable to the projects   $0  $0  $0 
17C  Actual savings to beneficiaries attributable to the projects  $0  $0  $0 
17D  Other savings attributable to the projects (e.g., Supplemental Insurance, 
Social Security)  $0  $0  $0 
17A 17D  Total savings attributable to the projects  $0  $0  $0 
          83   
A P P E N D I X   ~   D  


 Texas  The National Hispanic Council on Aging, Washington, DC  
In operation since:  July 1999  
JanJune  JulyDec  Total for 2008  
  OUTPUT MEASURES       
1  Total number of active volunteers  166  148  200 
2  Total number of volunteer training hours   1,987  603  2,590 
3  Total number of volunteer work hours  20,832  7,030  27,862 
4  Number of media outreach events  34  22  56 
5  Number of community outreach education events conducted  76  21  97 
6  Estimated number of people reached by community outreach education 
events  9,949  6,764  16,713 
7  Number of group education sessions for beneficiaries   131  46  177 
8A  Number of beneficiaries who attended group education sessions   3,833  1,652  5,485 
8B  Increase in the number of beneficiaries who understand how reading their 
Medicare Summary Notice can help identify billing fraud or errors  2,128  897  3,025 
8C  Increase in the number of beneficiaries who understand why it is important 
to seek assistance with billing questions  2,186  841  3,027 
8D  Increase in the number of beneficiaries who know why it is important to 
protect their Medicare and Social Security numbers   1,646  1,008  2,654 
9  Number of one-on-one counseling sessions held with or on behalf of a 
beneficiary  6,234  4,321  10,555 
10  Total number of simple inquiries received   11,159  4,378  15,537 
11  Total number of simple inquiries resolved    11,153  4,377  15,530 
12  Number of inquiries involving complex issues received   158  240  398 
13A  Number of inquiries involving complex issues referred for further action  6  0  6  
13B  Total dollar amount referred for further action  $171,267  $22,005  $193,272 
14  Number of complex issues resolved  241  113  354 
15  Number of complex issues pending further action   78  78  78 
16  Cost avoidance on behalf of Medicare, Medicaid, beneficiaries, or others  $2,670  $1,720  $4,389 
17A  Actual Medicare funds recovered attributable to the projects   $0  $0  $0 
17B  Actual Medicaid funds recovered attributable to the projects   $0  $0  $0 
17C  Actual savings to beneficiaries attributable to the projects  $1,085  $0  $1,085 
17D  Other savings attributable to the projects (e.g., Supplemental Insurance, 
Social Security)  $0  $130  $130 
17A 17D  Total savings attributable to the projects  $1,085  $130  $1,215 
          84   
A P P E N D I X   ~   D  


  Utah  Utah Legal Services, Inc., Salt Lake City  
In operation since:  July 1999  
JanJune  JulyDec  Total for 2008  
  OUTPUT MEASURES       
1  Total number of active volunteers  122  116  152 
2  Total number of volunteer training hours   127  219  346 
3  Total number of volunteer work hours  4,084  3,129  7,213 
4  Number of media outreach events  53,656  122,920  176,576 
5  Number of community outreach education events conducted  36  30  66 
6  Estimated number of people reached by community outreach education 
events  5,322  2,363  7,685 
7  Number of group education sessions for beneficiaries   49  41  90 
8A  Number of beneficiaries who attended group education sessions   3,091  5,036  8,127 
8B  Increase in the number of beneficiaries who understand how reading their 
Medicare Summary Notice can help identify billing fraud or errors  56  120  176 
8C  Increase in the number of beneficiaries who understand why it is important 
to seek assistance with billing questions  153  209  362 
8D  Increase in the number of beneficiaries who know why it is important to 
protect their Medicare and Social Security numbers   143  25  168 
9  Number of one-on-one counseling sessions held with or on behalf of a 
beneficiary  115  655  770 
10  Total number of simple inquiries received   65  198  263 
11  Total number of simple inquiries resolved    64  196  260 
12  Number of inquiries involving complex issues received   23  56  79 
13A  Number of inquiries involving complex issues referred for further action  4  0  4  
13B  Total dollar amount referred for further action  $8,306  $0  $8,306 
14  Number of complex issues resolved  3  51  54 
15  Number of complex issues pending further action   37  37  37 
16  Cost avoidance on behalf of Medicare, Medicaid, beneficiaries, or others  $0  $0  $0 
17A  Actual Medicare funds recovered attributable to the projects   $0  $0  $0 
17B  Actual Medicaid funds recovered attributable to the projects   $0  $0  $0 
17C  Actual savings to beneficiaries attributable to the projects  $1,326  $0  $1,326 
17D  Other savings attributable to the projects (e.g., Supplemental Insurance, 
Social Security)  $5,909  $0  $5,909 
17A 17D  Total savings attributable to the projects  $7,236  $0  $7,236 
          85   
A P P E N D I X   ~   D  


  Vermont  Community of Vermont Elders, Montpelier  
In operation since:  July 2003  
JanJune  JulyDec  Total for 2008  
  OUTPUT MEASURES       
1  Total number of active volunteers  29  21  34 
2  Total number of volunteer training hours   265  101  366 
3  Total number of volunteer work hours  282  390  672 
4  Number of media outreach events  19  34  53 
5  Number of community outreach education events conducted  1  0  1  
6  Estimated number of people reached by community outreach education 
events  450  0  450 
7  Number of group education sessions for beneficiaries   19  21  40 
8A  Number of beneficiaries who attended group education sessions   358  631  989 
8B  Increase in the number of beneficiaries who understand how reading their 
Medicare Summary Notice can help identify billing fraud or errors  10  54  64 
8C  Increase in the number of beneficiaries who understand why it is important 
to seek assistance with billing questions  21  72  93 
8D  Increase in the number of beneficiaries who know why it is important to 
protect their Medicare and Social Security numbers   6  36  42 
9  Number of one-on-one counseling sessions held with or on behalf of a 
beneficiary  0  0  0  
10  Total number of simple inquiries received   0  1  1  
11  Total number of simple inquiries resolved  0  1  1  
12  Number of inquiries involving complex issues received   12  2  14 
13A  Number of inquiries involving complex issues referred for further action  3  1  4  
13B  Total dollar amount referred for further action  $128  $0  $128 
14  Number of complex issues resolved  10  2  12 
15  Number of complex issues pending further action   16  16  16 
16  Cost avoidance on behalf of Medicare, Medicaid, beneficiaries, or others  $0  $0  $0 
17A  Actual Medicare funds recovered attributable to the projects   $0  $0  $0 
17B  Actual Medicaid funds recovered attributable to the projects   $0  $0  $0 
17C  Actual savings to beneficiaries attributable to the projects  $0  $0  $0 
17D  Other savings attributable to the projects (e.g., Supplemental Insurance, 
Social Security)  $0  $0  $0 
17A 17D  Total savings attributable to the projects  $0  $0  $0 
          86   
A P P E N D I X   ~   D  


V irginia  Virginia Association of Area Agencies on Aging, Richmond  
In operation since:  July 1999  
JanJune  JulyDec  Total for 2008  
  OUTPUT MEASURES       
1  Total number of active volunteers  58  81  82 
2  Total number of volunteer training hours   155  0  155 
3  Total number of volunteer work hours  0  1,880  1,880 
4  Number of media outreach events  30,704  27,006  57,710 
5  Number of community outreach education events conducted  97  81  178 
6  Estimated number of people reached by community outreach education 
events  13,104  7,189  20,293 
7  Number of group education sessions for beneficiaries   65  94  159 
8A  Number of beneficiaries who attended group education sessions   1,891  2,181  4,072 
8B  Increase in the number of beneficiaries who understand how reading their 
Medicare Summary Notice can help identify billing fraud or errors  3  24  27 
8C  Increase in the number of beneficiaries who understand why it is important 
to seek assistance with billing questions  3  16  19 
8D  Increase in the number of beneficiaries who know why it is important to 
protect their Medicare and Social Security numbers   3  6  9  
9  Number of one-on-one counseling sessions held with or on behalf of a 
beneficiary  1  0  1  
10  Total number of simple inquiries received   58  88  146 
11  Total number of simple inquiries resolved    53  83  136 
12  Number of inquiries involving complex issues received   0  1  1  
13A  Number of inquiries involving complex issues referred for further action  0  1  1  
13B  Total dollar amount referred for further action  $0  $359  $359 
14  Number of complex issues resolved  0  0  0  
15  Number of complex issues pending further action   8  8  8  
16  Cost avoidance on behalf of Medicare, Medicaid, beneficiaries, or others  $0  $0  $0 
17A  Actual Medicare funds recovered attributable to the projects   $0  $0  $0 
17B  Actual Medicaid funds recovered attributable to the projects   $0  $0  $0 
17C  Actual savings to beneficiaries attributable to the projects  $0  $0  $0 
17D  Other savings attributable to the projects (e.g., Supplemental Insurance, 
Social Security)  $0  $0  $0 
17A 17D  Total savings attributable to the projects  $0  $0  $0 
          87   
A P P E N D I X   ~   D  


Virgin Is lands  Department of Human Services, Senior Citizens Affairs, St. Croix  
In operation since:  July 2005  
JanJune  JulyDec  Total for 2008  
  OUTPUT MEASURES       
1  Total number of active volunteers  44  23  48 
2  Total number of volunteer training hours   308  88  396 
3  Total number of volunteer work hours  840  240  1,080 
4  Number of media outreach events  0  139  139 
5  Number of community outreach education events conducted  17  11  28 
6  Estimated number of people reached by community outreach education 
events  1,613  768  2,381 
7  Number of group education sessions for beneficiaries   0  40  40 
8A  Number of beneficiaries who attended group education sessions   0  292  292 
8B  Increase in the number of beneficiaries who understand how reading their 
Medicare Summary Notice can help identify billing fraud or errors  0  161  161 
8C  Increase in the number of beneficiaries who understand why it is important 
to seek assistance with billing questions  0  172  172 
8D  Increase in the number of beneficiaries who know why it is important to 
protect their Medicare and Social Security numbers   0  113  113 
9  Number of one-on-one counseling sessions held with or on behalf of a 
beneficiary  0  37  37 
10  Total number of simple inquiries received   0  6  6  
11  Total number of simple inquiries resolved  0  6  6  
12  Number of inquiries involving complex issues received   0  0  0  
13A  Number of inquiries involving complex issues referred for further action  0  0  0  
13B  Total dollar amount referred for further action  $0  $0  $0 
14  Number of complex issues resolved  0  0  0  
15  Number of complex issues pending further action   0  0  0  
16  Cost avoidance on behalf of Medicare, Medicaid, beneficiaries, or others  $0  $0  $0 
17A  Actual Medicare funds recovered attributable to the projects   $0  $0  $0 
17B  Actual Medicaid funds recovered attributable to the projects   $0  $0  $0 
17C  Actual savings to beneficiaries attributable to the projects  $0  $0  $0 
17D  Other savings attributable to the projects (e.g., Supplemental Insurance, 
Social Security)  $0  $0  $0 
17A 17D  Total savings attributable to the projects  $0  $0  $0 
          88   
A P P E N D I X   ~   D  


  Washington  Office of the Insurance Counselor, Olympia  
In operation since:  July 1999  
JanJune  JulyDec  Total for 2008  
  OUTPUT MEASURES       
1  Total number of active volunteers  57  72  72 
2  Total number of volunteer training hours   1,026  67  1,093 
3  Total number of volunteer work hours  4,751  753  5,504 
4  Number of media outreach events  245  32  277 
5  Number of community outreach education events conducted  20  82  102 
6  Estimated number of people reached by community outreach education 
events  836  6,794  7,630 
7  Number of group education sessions for beneficiaries   23  13  36 
8A  Number of beneficiaries who attended group education sessions   824  200  1,024 
8B  Increase in the number of beneficiaries who understand how reading their 
Medicare Summary Notice can help identify billing fraud or errors  2  11  13 
8C  Increase in the number of beneficiaries who understand why it is important 
to seek assistance with billing questions  2  15  17 
8D  Increase in the number of beneficiaries who know why it is important to 
protect their Medicare and Social Security numbers   4  0  4  
9  Number of one-on-one counseling sessions held with or on behalf of a 
beneficiary  0  77  77 
10  Total number of simple inquiries received   0  63  63 
11  Total number of simple inquiries resolved    0  63  63 
12  Number of inquiries involving complex issues received   260  24  284 
13A  Number of inquiries involving complex issues referred for further action  0  0  0  
13B  Total dollar amount referred for further action  $0  $10,960  $10,960 
14  Number of complex issues resolved  1  35  36 
15  Number of complex issues pending further action   24  24  24 
16  Cost avoidance on behalf of Medicare, Medicaid, beneficiaries, or others  $0  $0  $0 
17A  Actual Medicare funds recovered attributable to the projects   $0  $0  $0 
17B  Actual Medicaid funds recovered attributable to the projects   $0  $0  $0 
17C  Actual savings to beneficiaries attributable to the projects  $0  $0  $0 
17D  Other savings attributable to the projects (e.g., Supplemental Insurance, 
Social Security)  $0  $0  $0 
17A 17D  Total savings attributable to the projects  $0  $0  $0 
          89   
A P P E N D I X   ~   D  


  West Virginia  AARP Foundation, Charleston  
In operation since:  July 2003  
JanJune  JulyDec  Total for 2008  
  OUTPUT MEASURES       
1  Total number of active volunteers  40  68  68 
2  Total number of volunteer training hours   76  85  161 
3  Total number of volunteer work hours  642  996  1,638 
4  Number of media outreach events  177  359  536 
5  Number of community outreach education events conducted  34  15  49 
6  Estimated number of people reached by community outreach education 
events  16,436  15,112  31,548 
7  Number of group education sessions for beneficiaries   26  20  46 
8A  Number of beneficiaries who attended group education sessions   1,598  1,096  2,694 
8B  Increase in the number of beneficiaries who understand how reading their 
Medicare Summary Notice can help identify billing fraud or errors  87  122  209 
8C  Increase in the number of beneficiaries who understand why it is important 
to seek assistance with billing questions  209  180  389 
8D  Increase in the number of beneficiaries who know why it is important to 
protect their Medicare and Social Security numbers   57  47  104 
9  Number of one-on-one counseling sessions held with or on behalf of a 
beneficiary  125  407  532 
10  Total number of simple inquiries received   143  540  683 
11  Total number of simple inquiries resolved    143  538  681 
12  Number of inquiries involving complex issues received   34  51  85 
13A  Number of inquiries involving complex issues referred for further action  2  29  31 
13B  Total dollar amount referred for further action  $1,665  $16,853  $18,518 
14  Number of complex issues resolved  2  33  35 
15  Number of complex issues pending further action   83  83  83 
16  Cost avoidance on behalf of Medicare, Medicaid, beneficiaries, or others  $0  $0  $0 
17A  Actual Medicare funds recovered attributable to the projects   $0  $0  $0 
17B  Actual Medicaid funds recovered attributable to the projects   $0  $0  $0 
17C  Actual savings to beneficiaries attributable to the projects  $0  $0  $0 
17D  Other savings attributable to the projects (e.g., Supplemental Insurance, 
Social Security)  $0  $0  $0 
17A 17D  Total savings attributable to the projects  $0  $0  $0 
          90   
A P P E N D I X   ~   D  


  Wisconsin  Coalition of Wisconsin Aging Groups, Madison  
In operation since:  July 1997  
JanJune  JulyDec  Total for 2008  
  OUTPUT MEASURES       
1  Total number of active volunteers  35  34  47 
2  Total number of volunteer training hours   17  99  116 
3  Total number of volunteer work hours  224  250  474 
4  Number of media outreach events  3,774  3,616  7,390 
5  Number of community outreach education events conducted  61  42  103 
6  Estimated number of people reached by community outreach education 
events  3,665  4,708  8,373 
7  Number of group education sessions for beneficiaries   53  40  93 
8A  Number of beneficiaries who attended group education sessions   1,668  1,056  2,724 
8B  Increase in the number of beneficiaries who understand how reading their 
Medicare Summary Notice can help identify billing fraud or errors  49  139  188 
8C  Increase in the number of beneficiaries who understand why it is important 
to seek assistance with billing questions  58  105  163 
8D  Increase in the number of beneficiaries who know why it is important to 
protect their Medicare and Social Security numbers   28  34  62 
9  Number of one-on-one counseling sessions held with or on behalf of a 
beneficiary  31  4  35 
10  Total number of simple inquiries received   217  239  456 
11  Total number of simple inquiries resolved    194  221  415 
12  Number of inquiries involving complex issues received   17  22  39 
13A  Number of inquiries involving complex issues referred for further action  8  2  10 
13B  Total dollar amount referred for further action  $0  $0  $0 
14  Number of complex issues resolved  11  13  24 
15  Number of complex issues pending further action   20  20  20 
16  Cost avoidance on behalf of Medicare, Medicaid, beneficiaries, or others  $0  $0  $0 
17A  Actual Medicare funds recovered attributable to the projects   $0  $0  $0 
17B  Actual Medicaid funds recovered attributable to the projects   $0  $0  $0 
17C  Actual savings to beneficiaries attributable to the projects  $0  $0  $0 
17D  Other savings attributable to the projects (e.g., Supplemental Insurance, 
Social Security)  $0  $0  $0 
17A 17D  Total savings attributable to the projects  $0  $0  $0 
          91   
A P P E N D I X   ~   D  


  Wyoming  Senior Citizens, Inc., Riverton  
In operation since:  July 2000  
JanJune  JulyDec  Total for 2008  
  OUTPUT MEASURES       
1  Total number of active volunteers  10  2  12 
2  Total number of volunteer training hours   160  16  176 
3  Total number of volunteer work hours  0  10  10 
4  Number of media outreach events  0  2  2  
5  Number of community outreach education events conducted  15  30  45 
6  Estimated number of people reached by community outreach education 
events  569  1,499  2,068 
7  Number of group education sessions for beneficiaries   5  2  7  
8A  Number of beneficiaries who attended group education sessions   247  50  297 
8B  Increase in the number of beneficiaries who understand how reading their 
Medicare Summary Notice can help identify billing fraud or errors  0  16  16 
8C  Increase in the number of beneficiaries who understand why it is important 
to seek assistance with billing questions  0  16  16 
8D  Increase in the number of beneficiaries who know why it is important to 
protect their Medicare and Social Security numbers   0  12  12 
9  Number of one-on-one counseling sessions held with or on behalf of a 
beneficiary  0  4  4  
10  Total number of simple inquiries received   24  48  72 
11  Total number of simple inquiries resolved    24  48  72 
12  Number of inquiries involving complex issues received   0  1  1  
13A  Number of inquiries involving complex issues referred for further action  0  0  0  
13B  Total dollar amount referred for further action  $0  $0  $0 
14  Number of complex issues resolved  0  0  0  
15  Number of complex issues pending further action   0  0  0  
16  Cost avoidance on behalf of Medicare, Medicaid, beneficiaries, or others  $0  $0  $0 
17A  Actual Medicare funds recovered attributable to the projects   $0  $0  $0 
17B  Actual Medicaid funds recovered attributable to the projects   $0  $0  $0 
17C  Actual savings to beneficiaries attributable to the projects  $0  $0  $0 
17D  Other savings attributable to the projects (e.g., Supplemental Insurance, 
Social Security)  $0  $0  $0 
17A 17D  Total savings attributable to the projects  $0  $0  $0 
          92   
  A P P E N D I X   ~   E
 
 
 
 
 
Performance Measures Definitions 
 
 
 
The following list includes the definitions of the performance measures for 2008. 
          93   
 
A P P E N D I X   ~   E  
 
 
 
 
 
Definitions 
 
 
 
ACTIVE VOLUNTEER 	 An individual who donates time or resources and is trained to assist with 
implementing the project.  
 
MEDIA OUTREACH 	   Any airing or publishing of media (e.g., print, radio, television, 
EVENT 	 or electronic) to educate about Medicare/Medicaid fraud and the services 
of the project.2   
 
COMMUNITY OUTREACH 	   Any education activity conducted by project staff or volunteers that 
EDUCATION EVENT  	  is not a group education session, one-on-one session, or media outreach 
activity.         
 
GROUP EDUCATION 	 A formal gathering led by project staff or volunteers to educate 
SESSION  	  beneficiaries, family members, caregivers, and others on detecting fraud, 
waste, and abuse in the health care system and services offered by the 
project. 
 
ONE-ON-ONE COUNSELING 	  A meeting between project staff or volunteers and an 
SESSION 	  individual beneficiary and/or his or her family for the purpose of 
discussing or gathering information about potential health care fraud, 
waste, or abuse. One-on-one counseling sessions may include beneficiary 
counseling, information gathering, or information sharing.   
 
SIMPLE INQUIRY 	 A brief contact initiated by a consumer and/or beneficiary that is resolved 
with minimal time and research or review.  Simple inquiries typically do 
not require individual demographic or private personal information, such 
as a Medicare number or information about a medical condition.   
     
COMPLEX ISSUE 	 An inquiry that generally requires the project staff or volunteer to obtain 
beneficiary personal identifying information and detailed information 
related to the issue, complaint, or allegation in order to conduct further 
investigation or referral. 
 
 
2 For  2008, the Administration on  Aging clarified that the Senior  Medicare Patrol projects should  count each time an event was aired  
or an article published.   
 
          94   
COMPLEX ISSUE  A  complex issue referred to a Medicare contractor,  
REFERRED FOR FURTHER   an investigative agency, or other appropriate organization.  
ACTION     
 
COMPLEX ISSUE 	 A complex issue successfully closed by a project, a 
RESOLVED  	  Medicare contractor, an investigative agency, or another appropriate 
organization. 
 
COMPLEX ISSUE PENDING   Any complex issueirrespective of when it was receivedthat remains  
FURTHER ACTION    unresolved.  
 
 
COST AVOIDANCE 	  Health care expenditures for which the Medicare program, the Medicaid 
program, a beneficiary, or other entity (e.g., secondary health insurer, 
pharmacy) was relieved of responsibility for payment as a result of the 
projects. 
 
MEDICARE FUNDS 	 Money saved or recouped to the Medicare Trust Fund as a 
RECOVERED  	  result of the projects. This applies to money recouped through a Medicare 
contractor, a  law enforcement agency, or directly to Medicare at the 
provider level. 
 
MEDICAID FUNDS 	  Money saved or recouped to Medicaid as a result of the 
RECOVERED  	  projects.  This applies to money recouped through a Medicaid Fraud 
Control Unit, a  law enforcement agency, or directly to Medicaid at the 
provider level. 
 
SAVINGS TO THE 	 Money saved or recouped to an individual as a result of the 
BENEFICIARY  	   projects (e.g., copayments, deductibles, or any other out-of-pocket 
expenses).  
  
OTHER SAVINGS 	  Money saved or recouped to an entity other than the Medicare program, 
the Medicaid program, or beneficiaries (e.g., secondary health insurance, 
pharmacy) as a result of the projects.   
          95