DLP.\R 1\lF\"T <>I HL\t.TII .\\"D HL .\L\\" SI:Rqu:s 

OFFICE OF INSPECTOR GENERAL 

\\.\"1 1!\(; I { 1\, IH :!ll'.! lll 

JUN 1 3 2014 

TO: 	 Edwin L. Walker 

Deputy Assistant Secretary for the Administration on Aging 

Administration for Community Living 

FROM: Brian P. Ritchie 

Acting Deputy Inspector General 

for Evaluation and Inspections 

SUBJECT: 	 Memorandum Report : Performance Data for the Senior Medicare Patrol 

Projects: June 2014 Performance Report, OEI-02-14-00140 

This memorandum report presents performance data for the Senior Medicare Patrol (SMP) 

projects. The Office oflnspector General (OIG) has collected these data since 1997. In 

July 2010, the Administration on Aging (AoA) , which is now part ofthe Administration for 

Community Living (ACL), requested that OIG continue to collect and report performance 

data for the projects to support its efforts to evaluate and improve their performance. OIG 

currently reports this perfonnance data on an annual basis . 

SUMMARY 

The SMP projects receive grants from ACL to recruit and train retired professionals and other 

senior citizens to recognize and report instances or patterns ofhealth care fraud. In 2013, the 

54 projects had 5,406 active volunteers, a 5-percent increase from 2012. These volunteers 

conducted 148,235 one-on-one counseling sessions, a 31-percent increase from 2012. They also 

conducted 14,924 group education sessions in 2013 , compared to 14,748 in 2012. 

In 2013 , expected Medicare and Medicaid recoveries that were attributable to the projects were 

$9.1 million, a 50-percent increase from 2012. However, total savings to beneficiaries and 

others decreased from $133,971 in 2012 to $41 ,718 in 2013. Finally, cost avoidance on behalf of 

Medicare, Medicaid , beneficiaries, and others increased by 26 percent, from $113,692 in 2012 to 

$143 ,282 in 2013. 

We continue to emphasize that it is not always possible to track referrals to Medicare contractors 

or law enforcement from beneficiaries who have learned to detect fraud , waste, and abuse from 

the projects. Therefore, the projects may not be receiving full credit for savings attributable to 

their work. In addition , the projects are unable to track the substantial savings derived from a 

sentinel effect whereby fraud and errors are reduced by Medicare beneficiaries' scrutiny of their 

bills. 
 

Performance Data for the Senior Medicare Patrol Projects: June 2014 Performance Report (OEI-02-14-00140) 

Page 2 – Edwin L. Walker 

BACKGROUND 

There is one SMP project in each of the 50 States and in the District of Columbia, Puerto Rico, 

Guam, and the Virgin Islands. In 2013, funding for the projects totaled $19.6 million— 

$8.9 million from ACL, and $10.7 million in Health Care Fraud and Abuse Control Program 

(HCFAC) funding. Of the $10.7 million in HCFAC funding, $3.4 million was provided to 

support infrastructure, technical assistance, and other SMP project activities, and $7.3 million 

was designated for expanding the projects’ capacity to detect and prevent fraud. 

Performance Measures 

In 2007, AoA revised some of the performance measures to more accurately reflect the work of 

the SMP projects. AoA developed the following performance measures, among others: number 

of active volunteers, number of simple inquiries, and number of complex issues. Active 

volunteers are individuals who are trained to assist with teaching beneficiaries how to detect 

fraud, waste, and abuse in Medicare and other health care programs. Simple inquiries are 

beneficiary inquiries that are quickly resolved with very little research or review. Complex 

issues involve collecting 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 or 

abuse by a provider. 

Also in 2007, the projects were required to begin measuring “cost avoidance”—in this case, the 

health care expenditures for which Medicare, Medicaid, a beneficiary, or another entity (e.g., a 

secondary health insurer or a pharmacy) was relieved of responsibility for payment as a result of 

the projects. For example, if a beneficiary discovers charges for services that he or she did not 

receive and a project, on behalf of the beneficiary, contacts the provider and receives a corrected 

billing statement, the project may report this as cost avoidance. 

In 2012, the performance measures for both Medicare and Medicaid recoveries attributable to the 

projects were expanded to account for expected recoveries in addition to actual recoveries. This 

is consistent with how OIG reports its recoveries.1 

Tracking Systems 

ACL uses a Web-based system named the Seniors Medicare Assistance and Reporting Tool for 

Fraud and Complaint Tracking System (SMART FACTS). The SMP projects are required to use 

SMART FACTS to track and report activities and complaints and to refer cases directly to an 

investigative agency. 

1

 As required by the Inspector General Act of 1978 (P.L. No. 95-452), as amended, OIG reports semiannually to the 

Secretary of Health and Human Services and to Congress on the activities of the office. In the semiannual report, 

OIG reports expected recoveries. See the most recent semiannual report at https://oig.hhs.gov/reports-andpublications/semiannual/index.asp. 
 

 

Performance Data for the Senior Medicare Patrol Projects: June 2014 Performance Report (OEI-02-14-00140) 

 

Page 3 – Edwin L. Walker 

METHODOLOGY 

We based this review on data reported by the SMP projects. In addition, we requested and 

reviewed documentation from the projects for expected recoveries of funds for the Medicare and 

Medicaid programs. We also requested and reviewed documentation for actual savings to 

beneficiaries and others that were attributable to the projects, as well as for cost avoidance. 

We did not review documentation for the other performance measures. The results for all of the 

performance measures are presented in detail in the appendixes. 

Standards 

This study was conducted in accordance with the Quality Standards for Inspection and 

Evaluation issued by the Council of the Inspectors General on Integrity and Efficiency. 

RESULTS 

Results for 2013 

In 2013, the 54 SMP projects had a total of 5,406 active volunteers. These volunteers conducted 

148,235 one-on-one counseling sessions and 14,924 group education sessions. In total, 

501,405 beneficiaries attended these group education sessions. The projects also reported 

conducting 181,143 media airings, which could be any distribution of media (e.g., print, radio, 

television, or electronic), to educate about fraud and the services of the project. Additionally, the 

projects reported conducting 10,545 community outreach education events. As a result of these 

training sessions and events, the projects received 114,625 simple inquiries. They also received 

1,674 inquiries involving complex issues; 698 inquiries were referred for further action. 

Expected Medicare and Medicaid recoveries that were attributable to the projects were 

$9.1 million. Savings to beneficiaries and others totaled $41,718, and cost avoidance on behalf 

of Medicare, Medicaid, beneficiaries, and others was $143,282. 

Results Since 1997 

Since the program’s inception 17 years ago, 72 SMP projects have reported performance data.2 

In total, these projects reported conducting 1.4 million one-on-one counseling sessions and 

123,749 group education sessions. A total of 4.5 million beneficiaries attended these group 

education sessions. The projects also reported conducting 2.3 million media airings and 

183,808 community outreach education events. Total expected savings to Medicare and 

Medicaid attributable to the projects were $114.5 million. Most of the savings resulted from one 

project’s involvement in adjustments to Medicaid claims for individuals entitled to both 

Medicaid and Medicare. 3 Total savings to beneficiaries and other payers were approximately 

2

 Seventeen of these projects had closed as of December 2008, and one project is now focused solely on providing 

support to the other projects.
 3

 The project reported these savings between 2001 and 2003. Prior to 2007, OIG reviewed documentation on
 

savings to Medicare only and included self-reported data on savings to Medicaid, beneficiaries, and other entities. 
Performance Data for the Senior Medicare Patrol Projects: June 2014 Performance Report (OEI-02-14-00140) 

Page 4 – Edwin L. Walker 

$6.9 million. Finally, total cost avoidance on behalf of Medicare, Medicaid, beneficiaries, and 

others was $8.8 million. 

Comparison With Results for 2012 

The projects experienced a 5-percent increase in active volunteers from 2012 to 2013. As a 

result, they were able to conduct more one-on-one counseling and group education sessions. 

Specifically, the projects conducted 148,235 one-on-one counseling sessions in 2013, compared 

to 113,457 in 2012. They also conducted 14,924 group education sessions in 2013, compared to 

14,748 in 2012. The number of beneficiaries who attended group education sessions increased 

from 449,509 in 2012 to 501,405 in 2013. At the same time, the projects reported conducting 

somewhat fewer media airings in 2013—a total of 181,143, compared to 188,199 in 2012. 

In 2013, the projects reported $9.1 million in expected Medicare and Medicaid recoveries, a 

50-percent increase from 2012. However, total savings to beneficiaries and others decreased 

from $133,971 in 2012 to $41,718 in 2013.4 Finally, cost avoidance on behalf of Medicare, 

Medicaid, beneficiaries, and others increased by 26 percent, from $113,692 in 2012 to 

$143,282 in 2013. 

CONCLUSION 

The SMP projects receive grants from ACL to recruit and train retired professionals and other 

senior citizens to recognize and report instances or patterns of health care fraud. In 2013, the 

54 projects had 5,406 active volunteers, a 5-percent increase from 2012. These volunteers 

conducted 148,235 one-on-one counseling sessions, a 31-percent increase from 2012. They also 

conducted 14,924 group education sessions in 2013, compared to 14,748 in 2012. 

In 2013, expected Medicare and Medicaid recoveries that were attributable to the projects were 

$9.1 million, a 50-percent increase from 2012. However, total savings to beneficiaries and 

others decreased from $133,971 in 2012 to $41,718 in 2013. Finally, cost avoidance on behalf of 

Medicare, Medicaid, beneficiaries, and others increased by 26 percent, from $113,692 in 2012 to 

$143,282 in 2013. 

We continue to emphasize that it is not always possible to track referrals to Medicare contractors 

or law enforcement from beneficiaries who have learned to detect fraud, waste, and abuse from 

the projects. Therefore, the projects may not be receiving full credit for savings attributable to 

their work. In addition, the projects are unable to track the substantial savings derived from a 

sentinel effect whereby fraud and errors are reduced by Medicare beneficiaries’ scrutiny of their 

bills. 

4

 Most of the 2012 savings to beneficiaries and others resulted from one project that identified $91,250 in savings to 

one beneficiary. 
Page 5 – Edwin L. Walker 

As agreed, we will continue to monitor the projects and will provide ACL 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 

OEI-02-14-00140 in all correspondence. 

cc: 

Kathleen Cantwell 

Director of the Office of Strategic Operations and Regulatory Affairs 

Centers for Medicare & Medicaid Services 

Performance Data for the Senior Medicare Patrol Projects: June 2014 Performance Report (OEI-02-14-00140) 
Results for Performance Measures 

for the Senior Medicare Patrol Projects 

List of Appendixes Appendix A: Summary of Overall Performance of Projects Since 1997..............................Appendix B: Summary of Overall Performance of Projects in 2013...................................

Appendix C: Results for 2013, by Performance Measure................................................Appendix D: Results for 2013, by Project..................................................................Appendix E: Definitions of Performance Measures.....................................................

Performance Data for the Senior Medicare Patrol Projects: June 2014 Performance Report (OEI-02-14-00140) 
APPENDIX A 

Summary of Overall Performance of Projects Since 1997 

The following table provides a summary of the overall performance of all 72 Senior Medicare Patrol projects tha

1997. Performance measures labeled with an asterisk (*) are reported as of 2007. For performance measure #15—“Number of complex issues pending further action”—the same issue can continureporting periods for a project. Therefore, the data cannot be added to the number from prior years. Performance measures #17A and #17B, labeled with two asterisks (**), were changed to include actual and expe2012. Prior to 2012, the measures only included actual recoveries. 

Performance Data for the Senior Medicare Patrol Projects: June 2014 Performance Report (OEI-02-14-00140) 
Summary of Overall Performance of Projects Since 1997 

1 

PERFORMANCE MEASURES 

To

Total number of active volunteers* 

2 Total number of volunteer training hours* 

3 Total number of volunteer work hours* 

4 Number of media airings 5 Number of community outreach education events conducted 

6 Estimated number of people reached by community outreach education events 

7 Number of group education sessions for beneficiaries 

8 Number of beneficiaries who attended group education sessions 

9 Number of one-on-one counseling sessions held with or on behalf of a beneficiary 10 Total number of simple inquiries received* 

11 Total number of simple inquiries resolved* 

12 Number of inquiries involving complex issues received* 

13A Number of inquiries involving complex issues referred for further action* 

13B Total dollar amount referred for further action* 

14 Number of complex issues resolved* 

15 Number of complex issues pending further action* 

16 Cost avoidance on behalf of Medicare, Medicaid, beneficiaries, or others* 

17A Expected Medicare recoveries attributable to the projects** 

17B Expected Medicaid recoveries attributable to the projects** 17C Actual savings to beneficiaries attributable to the projects 

17D Other savings attributable to the projects (e.g., Supplemental Insurance) 

17A –17D Total savings attributable to the projects 

Performance Data for the Senior Medicare Patrol Projects: June 2014 Performance Report (OEI-02-14-00140) 
APPENDIX B 

Summary of Overall Performance of Projects in 2013 

The following table provides data for the 54 Senior Medicare Patrol projects that operated in 2013. Performance Data for the Senior Medicare Patrol Projects: June 2014 Performance Report (OEI-02-14-00140) 
Summary of Overall Performance of Projects in 2013 

1 

Tota

PERFORMANCE MEASURES 

Total number of active volunteers 

2 Total number of volunteer training hours 

3 Total number of volunteer work hours 

4 Number of media airings 

5 Number of community outreach education events conducted 

6 Estimated number of people reached by community outreach education events 

7 Number of group education sessions for beneficiaries 8 Number of beneficiaries who attended group education sessions 9 Number of one-on-one counseling sessions held with or on behalf of a beneficiary 

10 Total number of simple inquiries received 11 Total number of simple inquiries resolved 12 Number of inquiries involving complex issues received 

13A Number of inquiries involving complex issues referred for further action 

13B Total dollar amount referred for further action 

14 Number of complex issues resolved 15 Number of complex issues pending further action 16 Cost avoidance on behalf of Medicare, Medicaid, beneficiaries, or others 

17A Expected Medicare recoveries attributable to the projects $17B Expected Medicaid recoveries attributable to the Projects 17C Actual savings to beneficiaries attributable to the projects 

17D Other savings attributable to the projects (e.g., Supplemental Insurance) 

17A –17D Total savings attributable to the projects $

Performance Data for the Senior Medicare Patrol Projects: June 2014 Performance Report (OEI-02-14-00140) 
APPENDIX C 

Results for 2013, by Performance Measure 

The following tables provide the results by performance measure for each of the 54 Senior Medicare Patrol projein 2013. The total amounts for Performance Measures 2, 3, 16, and 17C, labeled with an asterisk (*), do not match the sum performance measures in Appendix B because of rounding. Performance Data for the Senior Medicare Patrol Projects: June 2014 Performance Report (OEI-02-14-00140) 
PERFORMANCE MEASURE 1: Total Number of Active Volunteers

 Total for 2013 Total 

Alabama 70 Montana 

Alaska 13 Nebraska 

Arizona 188 Nevada Arkansas 70 New Hampshire 

California 694 New Jersey Colorado 24 New Mexico Connecticut 120 New York 

Delaware 29 North Carolina 

District of Columbia 57 North Dakota 

Florida 122 Ohio 

Georgia 310 Oklahoma 

Guam 10 Oregon Hawaii 78 Pennsylvania 

Idaho 96 Puerto Rico 

Illinois 51 Rhode Island 

Indiana 86 South Carolina 

Iowa 45 South Dakota Kansas 42 Tennessee 

Kentucky 160 Texas 

Louisiana 40 Utah 

Maine 85 Vermont 

Maryland 124 Virginia 

Massachusetts 75 Virgin Islands 

Michigan 313 Washington Minnesota 108 West Virginia 

Mississippi 14 Wisconsin Missouri 28 Wyoming 

Performance Data for the Senior Medicare Patrol Projects: June 2014 Performance Report (OEI-02-14-00140) 
PERFORMANCE MEASURE 2: Total Number of Volunteer Training Hours*

 Total for 2013 Total 

Alabama 295 Montana 

Alaska 207 Nebraska 

Arizona 2,222 Nevada 

Arkansas 223 New Hampshire 

California 2,985 New Jersey Colorado 0 New Mexico 

Connecticut 706 New York Delaware 257 North Carolina 

District of Columbia 473 North Dakota 

Florida 777 Ohio 

Georgia 776 Oklahoma 

Guam 40 Oregon 

Hawaii 2,039 Pennsylvania 

Idaho 979 Puerto Rico 

Illinois 219 Rhode Island 

Indiana 99 South Carolina 

Iowa 525 South Dakota 

Kansas 152 Tennessee 

Kentucky 558 Texas 

Louisiana 262 Utah 

Maine 665 Vermont 

Maryland 1,472 Virginia Massachusetts 661 Virgin Islands 

Michigan 5,877 Washington Minnesota 1,350 West Virginia 

Mississippi 70 Wisconsin 

Missouri 242 Wyoming 

Performance Data for the Senior Medicare Patrol Projects: June 2014 Performance Report (OEI-02-14-00140) 
PERFORMANCE MEASURE 3: Total Number of Volunteer Work Hours*

 Total for 2013 Total 

Alabama 239 Montana 

Alaska 439 Nebraska 

Arizona 3,993 Nevada Arkansas 949 New Hampshire 

California 21,287 New Jersey 

Colorado 262 New Mexico Connecticut 434 New York 

Delaware 719 North Carolina 

District of Columbia 1,439 North Dakota 

Florida 2,154 Ohio Georgia 6,453 Oklahoma Guam 879 Oregon Hawaii 1,070 Pennsylvania Idaho 1,874 Puerto Rico 

Illinois 773 Rhode Island 

Indiana 980 South Carolina 

Iowa 818 South Dakota Kansas 47 Tennessee Kentucky 2,342 Texas 

Louisiana 1,139 Utah 

Maine 5,604 Vermont 

Maryland 5,806 Virginia 

Massachusetts 2,531 Virgin Islands Michigan 3,535 Washington 

Minnesota 555 West Virginia 

Mississippi 103 Wisconsin 

Missouri 97 Wyoming 

Performance Data for the Senior Medicare Patrol Projects: June 2014 Performance Report (OEI-02-14-00140) 
PERFORMANCE MEASURE 4: Number of Media Airings

 Total for 2013 Total 

Alabama 127 Montana Alaska 15 Nebraska 

Arizona 636 Nevada 

Arkansas 2,182 New Hampshire 

California 538 New Jersey Colorado 78 New Mexico Connecticut 188 New York 

Delaware 29 North Carolina 

District of Columbia 2,613 North Dakota 

Florida 463 Ohio 

Georgia 2,201 Oklahoma 

Guam 592 Oregon Hawaii 4,219 Pennsylvania 

Idaho 638 Puerto Rico 

Illinois 179 Rhode Island 

Indiana 3,494 South Carolina 

Iowa 408 South Dakota 

Kansas 1,067 Tennessee Kentucky 2,004 Texas 

Louisiana 4,383 Utah 

Maine 489 Vermont 

Maryland 2,049 Virginia Massachusetts 637 Virgin Islands Michigan 281 Washington Minnesota 151 West Virginia 

Mississippi 7 Wisconsin Missouri 58 Wyoming 

Performance Data for the Senior Medicare Patrol Projects: June 2014 Performance Report (OEI-02-14-00140) 
PERFORMANCE MEASURE 5: Number of Community Outreach Education Events Conducted

 Total for 2013 To

Alabama 201 Montana 

Alaska 16 Nebraska 

Arizona 100 Nevada 

Arkansas 41 New Hampshire 

California 465 New Jersey Colorado 121 New Mexico 

Connecticut 75 New York Delaware 129 North Carolina District of Columbia 69 North Dakota 

Florida 338 Ohio 

Georgia 1,085 Oklahoma 

Guam 19 Oregon 

Hawaii 79 Pennsylvania 

Idaho 70 Puerto Rico 

Illinois 176 Rhode Island Indiana 236 South Carolina 

Iowa 45 South Dakota 

Kansas 138 Tennessee 

Kentucky 154 Texas 

Louisiana 133 Utah 

Maine 136 Vermont 

Maryland 459 Virginia 

Massachusetts 102 Virgin Islands Michigan 221 Washington 

Minnesota 75 West Virginia 

Mississippi 193 Wisconsin Missouri 144 Wyoming 

Performance Data for the Senior Medicare Patrol Projects: June 2014 Performance Report (OEI-02-14-00140) 
PERFORMANCE MEASUR

Events

E 6: Estimated Number of People Reached by Community Outreach Edu

 Total for 2013 To

Alabama 26,514 Montana 

Alaska 461 Nebraska 

Arizona 21,284 Nevada 

Arkansas 3,057 New Hampshire 

California 74,982 New Jersey 

Colorado 11,006 New Mexico 

Connecticut 5,602 New York Delaware 16,597 North Carolina District of Columbia 6,361 North Dakota 

Florida 43,880 Ohio 

Georgia 56,308 Oklahoma 

Guam 1,669 Oregon 

Hawaii 8,635 Pennsylvania 

Idaho 5,976 Puerto Rico 

Illinois 16,127 Rhode Island Indiana 49,304 South Carolina Iowa 6,945 South Dakota 

Kansas 12,810 Tennessee 

Kentucky 12,210 Texas 

Louisiana 16,464 Utah 

Maine 4,246 Vermont 

Maryland 24,682 Virginia 

Massachusetts 11,125 Virgin Islands 

Michigan 42,244 Washington 

Minnesota 44,067 West Virginia 

Mississippi 9,709 Wisconsin Missouri 10,594 Wyoming 

Performance Data for the Senior Medicare Patrol Projects: June 2014 Performance Report (OEI-02-14-00140) 
PERFORMANCE MEASURE 7: Number of Group Education Sessions for Beneficiaries

 Total for 2013 Total 

Alabama 465 Montana 

Alaska 24 Nebraska 

Arizona 465 Nevada 

Arkansas 86 New Hampshire 

California 1,737 New Jersey 

Colorado 318 New Mexico 

Connecticut 110 New York 

Delaware 65 North Carolina 

District of Columbia 145 North Dakota Florida 315 Ohio 

Georgia 1,434 Oklahoma Guam 158 Oregon 

Hawaii 51 Pennsylvania Idaho 224 Puerto Rico 

Illinois 354 Rhode Island 

Indiana 311 South Carolina Iowa 761 South Dakota 

Kansas 116 Tennessee 

Kentucky 264 Texas 

Louisiana 130 Utah 

Maine 108 Vermont 

Maryland 384 Virginia 

Massachusetts 106 Virgin Islands 

Michigan 698 Washington 

Minnesota 430 West Virginia Mississippi 43 Wisconsin Missouri 153 Wyoming 

Performance Data for the Senior Medicare Patrol Projects: June 2014 Performance Report (OEI-02-14-00140) 
PERFORMANCE MEASURE 8: Number of Beneficiaries Who Attended Group Education Sess

 Total for 2013 Total 

ion

Alabama 20,109 Montana 

Alaska 942 Nebraska 

Arizona 13,922 Nevada 

Arkansas 2,267 New Hampshire 

California 63,289 New Jersey Colorado 11,047 New Mexico Connecticut 2,581 New York 

Delaware 2,119 North Carolina District of Columbia 2,710 North Dakota 

Florida 14,494 Ohio Georgia 47,981 Oklahoma 

Guam 3,211 Oregon 

Hawaii 1,582 Pennsylvania 

Idaho 6,130 Puerto Rico 

Illinois 9,568 Rhode Island 

Indiana 9,030 South Carolina 

Iowa 19,337 South Dakota 

Kansas 4,743 Tennessee Kentucky 7,387 Texas Louisiana 3,813 Utah Maine 1,835 Vermont 

Maryland 9,602 Virginia 

Massachusetts 3,039 Virgin Islands 

Michigan 36,090 Washington 

Minnesota 9,395 West Virginia Mississippi 1,283 Wisconsin Missouri 3,490 Wyoming 

Performance Data for the Senior Medicare Patrol Projects: June 2014 Performance Report (OEI-02-14-00140) 
PERFORMANCE MEASURE 9: Number of One-on-O

With or on Behalf of a Beneficiary

ne Counseling Sessions Held 

 Total for 2013 Total 

Alabama 2,902 Montana Alaska 6 Nebraska 

Arizona 886 Nevada 

Arkansas 227 New Hampshire 

California 19,391 New Jersey Colorado 50 New Mexico 

Connecticut 10 New York 

Delaware 142 North Carolina District of Columbia 53 North Dakota Florida 39 Ohio 

Georgia 5,859 Oklahoma Guam 1,500 Oregon 

Hawaii 99 Pennsylvania 

Idaho 2,293 Puerto Rico Illinois 7,923 Rhode Island Indiana 881 South Carolina 

Iowa 393 South Dakota 

Kansas 12 Tennessee 

Kentucky 1,622 Texas 

Louisiana 282 Utah 

Maine 11,099 Vermont 

Maryland 17,536 Virginia 

Massachusetts 3,336 Virgin Islands 

Michigan 2,318 Washington Minnesota 64 West Virginia 

Mississippi 4,074 Wisconsin Missouri 0 Wyoming 

Performance Data for the Senior Medicare Patrol Projects: June 2014 Performance Report (OEI-02-14-00140) 
PERFORMANCE MEASURE 10: Total Number of Simple Inquiries Received

 Total for 2013 Total 

Alabama 424 Montana 

Alaska 20 Nebraska 

Arizona 505 Nevada 

Arkansas 386 New Hampshire 

California 498 New Jersey Colorado 197 New Mexico 

Connecticut 360 New York 

Delaware 704 North Carolina 

District of Columbia 229 North Dakota Florida 264 Ohio Georgia 3,612 Oklahoma 

Guam 708 Oregon 

Hawaii 431 Pennsylvania 

Idaho 226 Puerto Rico 

Illinois 9,382 Rhode Island Indiana 162 South Carolina Iowa 390 South Dakota 

Kansas 22 Tennessee Kentucky 1,456 Texas 

Louisiana 159 Utah 

Maine 822 Vermont 

Maryland 8,483 Virginia Massachusetts 1,420 Virgin Islands 

Michigan 189 Washington 

Minnesota 2,931 West Virginia Mississippi 2,094 Wisconsin Missouri 8,545 Wyoming 

Performance Data for the Senior Medicare Patrol Projects: June 2014 Performance Report (OEI-02-14-00140) 
PERFORMANCE MEASURE 11: Total Number of Simple Inquiries Resolved

 Total for 2013 Total 

Alabama 424 Montana Alaska 20 Nebraska 

Arizona 505 Nevada 

Arkansas 386 New Hampshire 

California 498 New Jersey 

Colorado 197 New Mexico 

Connecticut 359 New York 

Delaware 703 North Carolina 

District of Columbia 229 North Dakota 

Florida 264 Ohio 

Georgia 3,491 Oklahoma 

Guam 708 Oregon 

Hawaii 431 Pennsylvania Idaho 226 Puerto Rico 

Illinois 9,382 Rhode Island 

Indiana 162 South Carolina 

Iowa 390 South Dakota 

Kansas 22 Tennessee 

Kentucky 1,456 Texas 

Louisiana 159 Utah 

Maine 822 Vermont 

Maryland 8,453 Virginia 

Massachusetts 1,420 Virgin Islands 

Michigan 189 Washington 

Minnesota 2,931 West Virginia Mississippi 2,094 Wisconsin 

Missouri 8,544 Wyoming 

Performance Data for the Senior Medicare Patrol Projects: June 2014 Performance Report (OEI-02-14-00140) 
PERFORMANCE MEASURE 12: Number of Inquiries Involving Complex Issues Received

 Total for 2013 Total 

Alabama 16 Montana Alaska 11 Nebraska 

Arizona 5 Nevada Arkansas 33 New Hampshire California 301 New Jersey 

Colorado 49 New Mexico 

Connecticut 30 New York 

Delaware 35 North Carolina 

District of Columbia 10 North Dakota 

Florida 28 Ohio 

Georgia 25 Oklahoma Guam 1 Oregon Hawaii 19 Pennsylvania Idaho 8 Puerto Rico 

Illinois 43 Rhode Island Indiana 33 South Carolina 

Iowa 12 South Dakota 

Kansas 1 Tennessee 

Kentucky 13 Texas 

Louisiana 89 Utah 

Maine 33 Vermont Maryland 24 Virginia Massachusetts 12 Virgin Islands Michigan 42 Washington 

Minnesota 17 West Virginia 

Mississippi 6 Wisconsin 

Missouri 0 Wyoming 

Performance Data for the Senior Medicare Patrol Projects: June 2014 Performance Report (OEI-02-14-00140) 
PERFORMANCE MEASU

Action

RE 13A: Number of Inquiries Involving Complex Issues Referred for Fu

 Total for 2013 Total 

Alabama 3 Montana 

Alaska 6 Nebraska 

Arizona 2 Nevada 

Arkansas 19 New Hampshire 

California 173 New Jersey 

Colorado 20 New Mexico 

Connecticut 9 New York 

Delaware 14 North Carolina 

District of Columbia 4 North Dakota 

Florida 28 Ohio 

Georgia 24 Oklahoma 

Guam 0 Oregon 

Hawaii 7 Pennsylvania 

Idaho 7 Puerto Rico 

Illinois 27 Rhode Island 

Indiana 10 South Carolina 

Iowa 16 South Dakota 

Kansas 0 Tennessee 

Kentucky 5 Texas Louisiana 22 Utah 

Maine 4 Vermont 

Maryland 2 Virginia Massachusetts 4 Virgin Islands 

Michigan 15 Washington 

Minnesota 10 West Virginia 

Mississippi 3 Wisconsin 

Missouri 0 Wyoming 

Performance Data for the Senior Medicare Patrol Projects: June 2014 Performance Report (OEI-02-14-00140) 
PERFORMANCE MEASURE 13B: Total Dollar Amount Referred for Further Action

 Total for 2013 Total 

Alabama $0 Montana 

Alaska $0 Nebraska 

Arizona $0 Nevada 

Arkansas $52,537 New Hampshire California $55,432 New Jersey 

Colorado $182,222 New Mexico Connecticut $1,405 New York 

Delaware $21,410 North Carolina District of Columbia $4,197 North Dakota 

Florida $26,964 Ohio 

Georgia $1,388 Oklahoma Guam $2,796 Oregon 

Hawaii $7,214 Pennsylvania 

Idaho $9,471 Puerto Rico 

Illinois $10,010 Rhode Island Indiana $3,267 South Carolina Iowa $2,143 South Dakota 

Kansas $0 Tennessee 

Kentucky $13,532 Texas 

Louisiana $35,306 Utah 

Maine $1,610 Vermont 

Maryland $765 Virginia 

Massachusetts $19,124 Virgin Islands 

Michigan $12,603 Washington Minnesota $4,691 West Virginia 

Mississippi $14 Wisconsin 

Missouri $0 Wyoming 

Performance Data for the Senior Medicare Patrol Projects: June 2014 Performance Report (OEI-02-14-00140) 
PERFORMANCE MEASURE 14: Number of Complex Issues Resolved

 Total for 2013 Total 

Alabama 13 Montana 

Alaska 10 Nebraska 

Arizona 2 Nevada 

Arkansas 28 New Hampshire California 432 New Jersey 

Colorado 63 New Mexico 

Connecticut 23 New York 

Delaware 30 North Carolina 

District of Columbia 4 North Dakota 

Florida 4 Ohio 

Georgia 8 Oklahoma Guam 1 Oregon 

Hawaii 9 Pennsylvania 

Idaho 9 Puerto Rico 

Illinois 36 Rhode Island 

Indiana 19 South Carolina 

Iowa 23 South Dakota 

Kansas 1 Tennessee 

Kentucky 16 Texas Louisiana 102 Utah 

Maine 38 Vermont 

Maryland 19 Virginia 

Massachusetts 4 Virgin Islands 

Michigan 46 Washington 

Minnesota 7 West Virginia 

Mississippi 5 Wisconsin 

Missouri 0 Wyoming 

Performance Data for the Senior Medicare Patrol Projects: June 2014 Performance Report (OEI-02-14-00140) 
PERFORMANCE MEASURE 15: Number of Complex Issues Pending Further Action

 Total for 2013 Total 

Alabama 22 Montana 

Alaska 2 Nebraska 

Arizona 28 Nevada 

Arkansas 35 New Hampshire 

California 220 New Jersey 

Colorado 13 New Mexico 

Connecticut 27 New York 

Delaware 59 North Carolina 

District of Columbia 15 North Dakota 

Florida 254 Ohio 

Georgia 47 Oklahoma 

Guam 3 Oregon 

Hawaii 14 Pennsylvania 

Idaho 4 Puerto Rico 

Illinois 110 Rhode Island 

Indiana 87 South Carolina 

Iowa 32 South Dakota 

Kansas 66 Tennessee 

Kentucky 4 Texas 

Louisiana 23 Utah 

Maine 14 Vermont 

Maryland 28 Virginia 

Massachusetts 39 Virgin Islands 

Michigan 13 Washington 

Minnesota 56 West Virginia 

Mississippi 33 Wisconsin 

Missouri 66 Wyoming 

Performance Data for the Senior Medicare Patrol Projects: June 2014 Performance Report (OEI-02-14-00140) 
PERFORMANCE MEASURE 16: Cost Avoid

Others*

ance on Behalf of Medicare, Medicaid, Beneficiarie

 Total for 2013 Total 

Alabama $0 Montana 

Alaska $0 Nebraska 

Arizona $0 Nevada 

Arkansas $54 New Hampshire 

California $49,903 New Jersey 

Colorado $26,831 New Mexico Connecticut $0 New York 

Delaware $298 North Carolina 

District of Columbia $0 North Dakota Florida $0 Ohio 

Georgia $0 Oklahoma 

Guam $0 Oregon 

Hawaii $230 Pennsylvania Idaho $0 Puerto Rico 

Illinois $0 Rhode Island Indiana $0 South Carolina 

Iowa $339 South Dakota 

Kansas $0 Tennessee 

Kentucky $1,947 Texas 

Louisiana $731 Utah Maine $29,165 Vermont 

Maryland $0 Virginia 

Massachusetts $6,268 Virgin Islands 

Michigan $0 Washington 

Minnesota $0 West Virginia 

Mississippi $0 Wisconsin 

Missouri $0 Wyoming 

Performance Data for the Senior Medicare Patrol Projects: June 2014 Performance Report (OEI-02-14-00140) 
PERFORMANCE MEASURE 17A: Expected Medicare Recoveries Attributable to the Projects

 Total for 2013 Total 

Alabama $0 Montana 

Alaska $0 Nebraska 

Arizona $0 Nevada 

Arkansas $3,180 New Hampshire 

California $8,992,214 New Jersey 

Colorado $284 New Mexico 

Connecticut $0 New York 

Delaware $0 North Carolina 

District of Columbia $0 North Dakota Florida $0 Ohio 

Georgia $633 Oklahoma 

Guam $0 Oregon 

Hawaii $0 Pennsylvania 

Idaho $3,202 Puerto Rico 

Illinois $2,315 Rhode Island 

Indiana $0 South Carolina 

Iowa $768 South Dakota 

Kansas $0 Tennessee 

Kentucky $1,643 Texas 

Louisiana $440 Utah 

Maine $0 Vermont 

Maryland $0 Virginia 

Massachusetts $332 Virgin Islands 

Michigan $0 Washington 

Minnesota $0 West Virginia 

Mississippi $0 Wisconsin 

Missouri $0 Wyoming 

Performance Data for the Senior Medicare Patrol Projects: June 2014 Performance Report (OEI-02-14-00140) 
PERFORMANCE MEASURE 17B: Expected Medicaid Recoveries Attributable to the Projects

 Total for 2013 Total 

Alabama $0 Montana 

Alaska $0 Nebraska 

Arizona $0 Nevada 

Arkansas $0 New Hampshire 

California $0 New Jersey 

Colorado $0 New Mexico 

Connecticut $0 New York 

Delaware $0 North Carolina 

District of Columbia $0 North Dakota Florida $0 Ohio 

Georgia $0 Oklahoma 

Guam $0 Oregon 

Hawaii $0 Pennsylvania 

Idaho $0 Puerto Rico 

Illinois $0 Rhode Island 

Indiana $0 South Carolina 

Iowa $0 South Dakota 

Kansas $0 Tennessee 

Kentucky $0 Texas 

Louisiana $0 Utah 

Maine $0 Vermont 

Maryland $0 Virginia 

Massachusetts $0 Virgin Islands 

Michigan $0 Washington 

Minnesota $0 West Virginia 

Mississippi $0 Wisconsin 

Missouri $0 Wyoming 

Performance Data for the Senior Medicare Patrol Projects: June 2014 Performance Report (OEI-02-14-00140) 
PERFORMANCE MEASURE 17C: Actual Savings To Beneficiaries Attributable to the Projects*

 Total for 2013 Total 

Alabama $0 Montana 

Alaska $0 Nebraska 

Arizona $0 Nevada 

Arkansas $60 New Hampshire 

California $6,784 New Jersey 

Colorado $1,188 New Mexico 

Connecticut $0 New York 

Delaware $2,899 North Carolina 

District of Columbia $0 North Dakota Florida $0 Ohio 

Georgia $0 Oklahoma 

Guam $18,748 Oregon 

Hawaii $0 Pennsylvania 

Idaho $230 Puerto Rico 

Illinois $0 Rhode Island 

Indiana $0 South Carolina 

Iowa $40 South Dakota 

Kansas $0 Tennessee 

Kentucky $0 Texas 

Louisiana $0 Utah 

Maine $0 Vermont 

Maryland $314 Virginia 

Massachusetts $208 Virgin Islands 

Michigan $0 Washington 

Minnesota $0 West Virginia 

Mississippi $0 Wisconsin 

Missouri $0 Wyoming 

Performance Data for the Senior Medicare Patrol Projects: June 2014 Performance Report (OEI-02-14-00140) 
PERFORMANC Other Savings Attributable to the Projects

 Total for 2013 

E MEASURE 17D: 

 Total 

Alabama $0 Montana 

Alaska $0 Nebraska 

Arizona $0 Nevada Arkansas $304 New Hampshire 

California $0 New Jersey 

Colorado $0 New Mexico 

Connecticut $0 New York 

Delaware $0 North Carolina 

District of Columbia $0 North Dakota 

Florida $0 Ohio 

Georgia $0 Oklahoma 

Guam $0 Oregon 

Hawaii $0 Pennsylvania 

Idaho $0 Puerto Rico 

Illinois $264 Rhode Island 

Indiana $0 South Carolina 

Iowa $0 South Dakota 

Kansas $0 Tennessee 

Kentucky $0 Texas Louisiana $0 Utah 

Maine $0 Vermont 

Maryland $0 Virginia 

Massachusetts $0 Virgin Islands 

Michigan $0 Washington 

Minnesota $0 West Virginia Mississippi $0 Wisconsin 

Missouri $0 Wyoming 

Performance Data for the Senior Medicare Patrol Projects: June 2014 Performance Report (OEI-02-14-00140) 
APPENDIX D 

Results for 2013, by Project 

The following tables provide a project-by-project listing of the results for each performance measure for each of Medicare Patrol projects operating in 2013. Performance Data for the Senior Medicare Patrol Projects: June 2014 Performance Report (OEI-02-14-00140) 
Alabama – Department of Senior Services, Montgomery 

In operation since: July 2006 Total f

PERFORMANCE MEASURES 

1 Total number of active volunteers 

2 Total number of volunteer training hours 3 Total number of volunteer work hours 

4 Number of media airings 

5 Number of community outreach education events conducted 

6 Estimated number of people reached by community outreach education events 

7 Number of group education sessions for beneficiaries 

8 Number of beneficiaries who attended group education sessions 

9 Number of one-on-one counseling sessions held with or on behalf of a beneficiary 

10 Total number of simple inquiries received 

11 Total number of simple inquiries resolved 

12 Number of inquiries involving complex issues received 

13A Number of inquiries involving complex issues referred for further action 13B Total dollar amount referred for further action 

14 Number of complex issues resolved 15 Number of complex issues pending further action 16 Cost avoidance on behalf of Medicare, Medicaid, beneficiaries, or others 

17A Expected Medicare recoveries attributable to the projects 

17B Expected Medicaid recoveries attributable to the projects 

17C Actual savings to beneficiaries attributable to the projects 

17D Other savings attributable to the projects (e.g., Supplemental Insurance) 17A –17D Total savings attributable to the projects 

Performance Data for the Senior Medicare Patrol Projects: June 2014 Performance Report (OEI-02-14-00140) 
Alaska – Health and Social Services, Medicare Information Office, Anchorage 

In operation since: July 1999 Total f

PERFORMANCE MEASURES 

1 Total number of active volunteers 

2 Total number of volunteer training hours 3 Total number of volunteer work hours 4 Number of media airings 5 Number of community outreach education events conducted 6 Estimated number of people reached by community outreach education events 

7 Number of group education sessions for beneficiaries 

8 Number of beneficiaries who attended group education sessions 9 Number of one-on-one counseling sessions held with or on behalf of a beneficiary 

10 Total number of simple inquiries received 11 Total number of simple inquiries resolved 

12 Number of inquiries involving complex issues received 13A Number of inquiries involving complex issues referred for further action 

13B Total dollar amount referred for further action 

14 Number of complex issues resolved 15 Number of complex issues pending further action 

16 Cost avoidance on behalf of Medicare, Medicaid, beneficiaries, or others 

17A Expected Medicare recoveries attributable to the projects 

17B Expected Medicaid recoveries attributable to the projects 

17C Actual savings to beneficiaries attributable to the projects 

17D Other savings attributable to the projects (e.g., Supplemental Insurance) 17A –17D Total savings attributable to the projects 

Performance Data for the Senior Medicare Patrol Projects: June 2014 Performance Report (OEI-02-14-00140) 
Arizona – Arizona Division of Aging and Adult Services, Phoenix 

In operation since: July 1999 Total f

PERFORMANCE MEASURES 

1 Total number of active volunteers 

2 Total number of volunteer training hours 3 Total number of volunteer work hours 

4 Number of media airings 

5 Number of community outreach education events conducted 

6 Estimated number of people reached by community outreach education events 

7 Number of group education sessions for beneficiaries 

8 Number of beneficiaries who attended group education sessions 

9 Number of one-on-one counseling sessions held with or on behalf of a beneficiary 

10 Total number of simple inquiries received 

11 Total number of simple inquiries resolved 

12 Number of inquiries involving complex issues received 

13A Number of inquiries involving complex issues referred for further action 13B Total dollar amount referred for further action 

14 Number of complex issues resolved 15 Number of complex issues pending further action 16 Cost avoidance on behalf of Medicare, Medicaid, beneficiaries, or others 

17A Expected Medicare recoveries attributable to the projects 

17B Expected Medicaid recoveries attributable to the projects 

17C Actual savings to beneficiaries attributable to the projects 

17D Other savings attributable to the projects (e.g., Supplemental Insurance) 17A –17D Total savings attributable to the projects 

Performance Data for the Senior Medicare Patrol Projects: June 2014 Performance Report (OEI-02-14-00140) 
Arkansas – Arkansas Department of Human Services, Division of Aging and Adult Services, L

Rock 

In operation since: July 1999 Total 

PERFORMANCE MEASURES 

1 Total number of active volunteers 

2 Total number of volunteer training hours 

3 Total number of volunteer work hours 

4 Number of media airings 

5 Number of community outreach education events conducted 

6 Estimated number of people reached by community outreach education events 

7 Number of group education sessions for beneficiaries 8 Number of beneficiaries who attended group education sessions 

9 Number of one-on-one counseling sessions held with or on behalf of a beneficiary 

10 Total number of simple inquiries received 

11 Total number of simple inquiries resolved 

12 Number of inquiries involving complex issues received 

13A Number of inquiries involving complex issues referred for further action 

13B Total dollar amount referred for further action 14 Number of complex issues resolved 

15 Number of complex issues pending further action 16 Cost avoidance on behalf of Medicare, Medicaid, beneficiaries, or others 

17A Expected Medicare recoveries attributable to the projects 17B Expected Medicaid recoveries attributable to the projects 

17C Actual savings to beneficiaries attributable to the projects 

17D Other savings attributable to the projects (e.g., Supplemental Insurance) 

17A –17D Total savings attributable to the projects 

Performance Data for the Senior Medicare Patrol Projects: June 2014 Performance Report (OEI-02-14-00140) 
California – California Health Advocates, Santa Ana 

In operation since: July 1999 Total f

PERFORMANCE MEASURES 

1 Total number of active volunteers 

2 Total number of volunteer training hours 3 Total number of volunteer work hours 

4 Number of media airings 

5 Number of community outreach education events conducted 6 Estimated number of people reached by community outreach education events 

7 Number of group education sessions for beneficiaries 8 Number of beneficiaries who attended group education sessions 

9 Number of one-on-one counseling sessions held with or on behalf of a beneficiary 

10 Total number of simple inquiries received 

11 Total number of simple inquiries resolved 

12 Number of inquiries involving complex issues received 13A Number of inquiries involving complex issues referred for further action 

13B Total dollar amount referred for further action 

14 Number of complex issues resolved 

15 Number of complex issues pending further action 

16 Cost avoidance on behalf of Medicare, Medicaid, beneficiaries, or others 17A Expected Medicare recoveries attributable to the projects $8

17B Expected Medicaid recoveries attributable to the projects 

17C Actual savings to beneficiaries attributable to the projects 

17D Other savings attributable to the projects (e.g., Supplemental Insurance) 17A –17D Total savings attributable to the projects $8

Performance Data for the Senior Medicare Patrol Projects: June 2014 Performance Report (OEI-02-14-00140) 
Colorado – Colorado Department of Regulatory Agencies, Division of Insurance, Denver 

In operation since: July 1997 Total f

PERFORMANCE MEASURES 

1 Total number of active volunteers 

2 Total number of volunteer training hours 3 Total number of volunteer work hours 4 Number of media airings 5 Number of community outreach education events conducted 6 Estimated number of people reached by community outreach education events 

7 Number of group education sessions for beneficiaries 8 Number of beneficiaries who attended group education sessions 

9 Number of one-on-one counseling sessions held with or on behalf of a beneficiary 

10 Total number of simple inquiries received 

11 Total number of simple inquiries resolved 

12 Number of inquiries involving complex issues received 

13A Number of inquiries involving complex issues referred for further action 

13B Total dollar amount referred for further action $

14 Number of complex issues resolved 

15 Number of complex issues pending further action 

16 Cost avoidance on behalf of Medicare, Medicaid, beneficiaries, or others 17A Expected Medicare recoveries attributable to the projects 

17B Expected Medicaid recoveries attributable to the projects 

17C Actual savings to beneficiaries attributable to the projects 

17D Other savings attributable to the projects (e.g., Supplemental Insurance) 17A –17D Total savings attributable to the projects 

Performance Data for the Senior Medicare Patrol Projects: June 2014 Performance Report (OEI-02-14-00140) 
Connecticut – Connecticut Department of Social Services, Aging Services Division, Hartford 

In operation since: July 1999 Total 

PERFORMANCE MEASURES 

1 Total number of active volunteers 

2 Total number of volunteer training hours 3 Total number of volunteer work hours 

4 Number of media airings 

5 Number of community outreach education events conducted 

6 Estimated number of people reached by community outreach education events 

7 Number of group education sessions for beneficiaries 

8 Number of beneficiaries who attended group education sessions 9 Number of one-on-one counseling sessions held with or on behalf of a beneficiary 

10 Total number of simple inquiries received 

11 Total number of simple inquiries resolved 12 Number of inquiries involving complex issues received 

13A Number of inquiries involving complex issues referred for further action 

13B Total dollar amount referred for further action 

14 Number of complex issues resolved 15 Number of complex issues pending further action 16 Cost avoidance on behalf of Medicare, Medicaid, beneficiaries, or others 17A Expected Medicare recoveries attributable to the projects 

17B Expected Medicaid recoveries attributable to the projects 

17C Actual savings to beneficiaries attributable to the projects 17D Other savings attributable to the projects (e.g., Supplemental Insurance) 

17A –17D Total savings attributable to the projects 

Performance Data for the Senior Medicare Patrol Projects: June 2014 Performance Report (OEI-02-14-00140) 
Delaware – Delaware Partners of Senior Medicare Patrol, New Castle 

In operation since: July 1999 Total f

PERFORMANCE MEASURES 

1 Total number of active volunteers 

2 Total number of volunteer training hours 

3 Total number of volunteer work hours 

4 Number of media airings 5 Number of community outreach education events conducted 

6 Estimated number of people reached by community outreach education events 

7 Number of group education sessions for beneficiaries 8 Number of beneficiaries who attended group education sessions 

9 Number of one-on-one counseling sessions held with or on behalf of a beneficiary 

10 Total number of simple inquiries received 

11 Total number of simple inquiries resolved 

12 Number of inquiries involving complex issues received 

13A Number of inquiries involving complex issues referred for further action 

13B Total dollar amount referred for further action 

14 Number of complex issues resolved 

15 Number of complex issues pending further action 

16 Cost avoidance on behalf of Medicare, Medicaid, beneficiaries, or others 

17A Expected Medicare recoveries attributable to the projects 

17B Expected Medicaid recoveries attributable to the projects 

17C Actual savings to beneficiaries attributable to the projects 

17D Other savings attributable to the projects (e.g., Supplemental Insurance) 17A –17D Total savings attributable to the projects 

Performance Data for the Senior Medicare Patrol Projects: June 2014 Performance Report (OEI-02-14-00140) 
District of Columbia – AARP Legal Counsel for the Elderly, Washington, DC 

In operation since: July 1999 Total f

PERFORMANCE MEASURES 

1 Total number of active volunteers 

2 Total number of volunteer training hours 3 Total number of volunteer work hours 

4 Number of media airings 

5 Number of community outreach education events conducted 

6 Estimated number of people reached by community outreach education events 

7 Number of group education sessions for beneficiaries 

8 Number of beneficiaries who attended group education sessions 

9 Number of one-on-one counseling sessions held with or on behalf of a beneficiary 

10 Total number of simple inquiries received 

11 Total number of simple inquiries resolved 

12 Number of inquiries involving complex issues received 

13A Number of inquiries involving complex issues referred for further action 13B Total dollar amount referred for further action 

14 Number of complex issues resolved 15 Number of complex issues pending further action 16 Cost avoidance on behalf of Medicare, Medicaid, beneficiaries, or others 

17A Expected Medicare recoveries attributable to the projects 

17B Expected Medicaid recoveries attributable to the projects 

17C Actual savings to beneficiaries attributable to the projects 

17D Other savings attributable to the projects (e.g., Supplemental Insurance) 17A –17D Total savings attributable to the projects 

Performance Data for the Senior Medicare Patrol Projects: June 2014 Performance Report (OEI-02-14-00140) 
Florida – Area Agency on Aging of Pasco-Pinellas, Inc., St. Petersburg 

In operation since: July 1999 Total f

PERFORMANCE MEASURES 

1 Total number of active volunteers 

2 Total number of volunteer training hours 3 Total number of volunteer work hours 

4 Number of media airings 

5 Number of community outreach education events conducted 

6 Estimated number of people reached by community outreach education events 

7 Number of group education sessions for beneficiaries 

8 Number of beneficiaries who attended group education sessions 

9 Number of one-on-one counseling sessions held with or on behalf of a beneficiary 

10 Total number of simple inquiries received 

11 Total number of simple inquiries resolved 

12 Number of inquiries involving complex issues received 

13A Number of inquiries involving complex issues referred for further action 13B Total dollar amount referred for further action 

14 Number of complex issues resolved 15 Number of complex issues pending further action 

16 Cost avoidance on behalf of Medicare, Medicaid, beneficiaries, or others 

17A Expected Medicare recoveries attributable to the projects 

17B Expected Medicaid recoveries attributable to the projects 

17C Actual savings to beneficiaries attributable to the projects 

17D Other savings attributable to the projects (e.g., Supplemental Insurance) 17A –17D Total savings attributable to the projects 

Performance Data for the Senior Medicare Patrol Projects: June 2014 Performance Report (OEI-02-14-00140) 
Georgia – GeorgiaCares Senior Medicare Patrol, Atlanta 

In operation since: July 1999 Total f

PERFORMANCE MEASURES 

1 Total number of active volunteers 

2 Total number of volunteer training hours 3 Total number of volunteer work hours 

4 Number of media airings 

5 Number of community outreach education events conducted 

6 Estimated number of people reached by community outreach education events 

7 Number of group education sessions for beneficiaries 8 Number of beneficiaries who attended group education sessions 9 Number of one-on-one counseling sessions held with or on behalf of a beneficiary 

10 Total number of simple inquiries received 

11 Total number of simple inquiries resolved 12 Number of inquiries involving complex issues received 

13A Number of inquiries involving complex issues referred for further action 

13B Total dollar amount referred for further action 

14 Number of complex issues resolved 15 Number of complex issues pending further action 

16 Cost avoidance on behalf of Medicare, Medicaid, beneficiaries, or others 

17A Expected Medicare recoveries attributable to the projects 

17B Expected Medicaid recoveries attributable to the projects 

17C Actual savings to beneficiaries attributable to the projects 

17D Other savings attributable to the projects (e.g., Supplemental Insurance) 17A –17D Total savings attributable to the projects 

Performance Data for the Senior Medicare Patrol Projects: June 2014 Performance Report (OEI-02-14-00140) 
Guam – Division of Senior Citizens, Department of Public Health & Social Services, Mangila

In operation since: July 2005 Total f

PERFORMANCE MEASURES 

1 Total number of active volunteers 

2 Total number of volunteer training hours 3 Total number of volunteer work hours 

4 Number of media airings 5 Number of community outreach education events conducted 

6 Estimated number of people reached by community outreach education events 

7 Number of group education sessions for beneficiaries 

8 Number of beneficiaries who attended group education sessions 9 Number of one-on-one counseling sessions held with or on behalf of a beneficiary 

10 Total number of simple inquiries received 

11 Total number of simple inquiries resolved 

12 Number of inquiries involving complex issues received 

13A Number of inquiries involving complex issues referred for further action 13B Total dollar amount referred for further action 

14 Number of complex issues resolved 

15 Number of complex issues pending further action 

16 Cost avoidance on behalf of Medicare, Medicaid, beneficiaries, or others 17A Expected Medicare recoveries attributable to the projects 17B Expected Medicaid recoveries attributable to the projects 17C Actual savings to beneficiaries attributable to the projects 

17D Other savings attributable to the projects (e.g., Supplemental Insurance) 

17A –17D Total savings attributable to the projects 

Performance Data for the Senior Medicare Patrol Projects: June 2014 Performance Report (OEI-02-14-00140) 
Hawaii – State of Hawaii Executive Office on Aging, Honolulu 

In operation since: July 1997 Total fo

PERFORMANCE MEASURES 

1 Total number of active volunteers 2 Total number of volunteer training hours 3 Total number of volunteer work hours 4 Number of media airings 5 Number of community outreach education events conducted 6 Estimated number of people reached by community outreach education events 7 Number of group education sessions for beneficiaries 8 Number of beneficiaries who attended group education sessions 

9 Number of one-on-one counseling sessions held with or on behalf of a beneficiary 

10 Total number of simple inquiries received 

11 Total number of simple inquiries resolved 

12 Number of inquiries involving complex issues received 

13A Number of inquiries involving complex issues referred for further action 13B Total dollar amount referred for further action 

14 Number of complex issues resolved 

15 Number of complex issues pending further action 

16 Cost avoidance on behalf of Medicare, Medicaid, beneficiaries, or others 17A Expected Medicare recoveries attributable to the projects 

17B Expected Medicaid recoveries attributable to the projects 

17C Actual savings to beneficiaries attributable to the projects 17D Other savings attributable to the projects (e.g., Supplemental Insurance) 

17A –17D Total savings attributable to the projects 

Performance Data for the Senior Medicare Patrol Projects: June 2014 Performance Report (OEI-02-14-00140) 
Idaho – Idaho Commission on Aging, Boise 

In operation since: July 1999 Total f

PERFORMANCE MEASURES 

1 Total number of active volunteers 

2 Total number of volunteer training hours 

3 Total number of volunteer work hours 

4 Number of media airings 5 Number of community outreach education events conducted 

6 Estimated number of people reached by community outreach education events 

7 Number of group education sessions for beneficiaries 

8 Number of beneficiaries who attended group education sessions 

9 Number of one-on-one counseling sessions held with or on behalf of a beneficiary 

10 Total number of simple inquiries received 

11 Total number of simple inquiries resolved 

12 Number of inquiries involving complex issues received 13A Number of inquiries involving complex issues referred for further action 

13B Total dollar amount referred for further action 

14 Number of complex issues resolved 15 Number of complex issues pending further action 

16 Cost avoidance on behalf of Medicare, Medicaid, beneficiaries, or others 

17A Expected Medicare recoveries attributable to the projects 17B Expected Medicaid recoveries attributable to the projects 

17C Actual savings to beneficiaries attributable to the projects 17D Other savings attributable to the projects (e.g., Supplemental Insurance) 17A –17D Total savings attributable to the projects 

Performance Data for the Senior Medicare Patrol Projects: June 2014 Performance Report (OEI-02-14-00140) 
Illinois – AgeOptions, Oak Park 

In operation since: July 2006 Total f

PERFORMANCE MEASURES 

1 Total number of active volunteers 

2 Total number of volunteer training hours 3 Total number of volunteer work hours 4 Number of media airings 

5 Number of community outreach education events conducted 

6 Estimated number of people reached by community outreach education events 

7 Number of group education sessions for beneficiaries 

8 Number of beneficiaries who attended group education sessions 

9 Number of one-on-one counseling sessions held with or on behalf of a beneficiary 

10 Total number of simple inquiries received 

11 Total number of simple inquiries resolved 

12 Number of inquiries involving complex issues received 

13A Number of inquiries involving complex issues referred for further action 

13B Total dollar amount referred for further action 

14 Number of complex issues resolved 

15 Number of complex issues pending further action 

16 Cost avoidance on behalf of Medicare, Medicaid, beneficiaries, or others 

17A Expected Medicare recoveries attributable to the projects 17B Expected Medicaid recoveries attributable to the projects 

17C Actual savings to beneficiaries attributable to the projects 

17D Other savings attributable to the projects (e.g., Supplemental Insurance) 

17A –17D Total savings attributable to the projects 

Performance Data for the Senior Medicare Patrol Projects: June 2014 Performance Report (OEI-02-14-00140) 
Indiana – Indiana Association of Area Agencies on Aging, Education Institute, Indianapolis 

In operation since: July 1999 Total 

PERFORMANCE MEASURES 

1 Total number of active volunteers 2 Total number of volunteer training hours 3 Total number of volunteer work hours 

4 Number of media airings 

5 Number of community outreach education events conducted 

6 Estimated number of people reached by community outreach education events 

7 Number of group education sessions for beneficiaries 

8 Number of beneficiaries who attended group education sessions 9 Number of one-on-one counseling sessions held with or on behalf of a beneficiary 

10 Total number of simple inquiries received 

11 Total number of simple inquiries resolved 

12 Number of inquiries involving complex issues received 

13A Number of inquiries involving complex issues referred for further action 

13B Total dollar amount referred for further action 

14 Number of complex issues resolved 15 Number of complex issues pending further action 

16 Cost avoidance on behalf of Medicare, Medicaid, beneficiaries, or others 17A Expected Medicare recoveries attributable to the projects 

17B Expected Medicaid recoveries attributable to the projects 

17C Actual savings to beneficiaries attributable to the projects 17D Other savings attributable to the projects (e.g., Supplemental Insurance) 

17A –17D Total savings attributable to the projects 

Performance Data for the Senior Medicare Patrol Projects: June 2014 Performance Report (OEI-02-14-00140) 
Iowa – Hawkeye Valley Area Agency on Aging, Waterloo 

In operation since: July 1997 Tota

PERFORMANCE MEASURES 

1 Total number of active volunteers 

2 Total number of volunteer training hours 3 Total number of volunteer work hours 

4 Number of media airings 

5 Number of community outreach education events conducted 

6 Estimated number of people reached by community outreach education events 

7 Number of group education sessions for beneficiaries 

8 Number of beneficiaries who attended group education sessions 9 Number of one-on-one counseling sessions held with or on behalf of a beneficiary 

10 Total number of simple inquiries received 11 Total number of simple inquiries resolved 12 Number of inquiries involving complex issues received 13A Number of inquiries involving complex issues referred for further action 

13B Total dollar amount referred for further action 

14 Number of complex issues resolved 15 Number of complex issues pending further action 16 Cost avoidance on behalf of Medicare, Medicaid, beneficiaries, or others 

17A Expected Medicare recoveries attributable to the projects 

17B Expected Medicaid recoveries attributable to the projects 

17C Actual savings to beneficiaries attributable to the projects 

17D Other savings attributable to the projects (e.g., Supplemental Insurance) 17A –17D Total savings attributable to the projects 

Performance Data for the Senior Medicare Patrol Projects: June 2014 Performance Report (OEI-02-14-00140) 
Kansas – Department on Aging, Topeka 

In operation since: July 1997 Total 

PERFORMANCE MEASURES 

1 Total number of active volunteers 

2 Total number of volunteer training hours 

3 Total number of volunteer work hours 4 Number of media airings 

5 Number of community outreach education events conducted 

6 Estimated number of people reached by community outreach education events 

7 Number of group education sessions for beneficiaries 8 Number of beneficiaries who attended group education sessions 9 Number of one-on-one counseling sessions held with or on behalf of a beneficiary 

10 Total number of simple inquiries received 11 Total number of simple inquiries resolved 

12 Number of inquiries involving complex issues received 13A Number of inquiries involving complex issues referred for further action 13B Total dollar amount referred for further action 14 Number of complex issues resolved 

15 Number of complex issues pending further action 16 Cost avoidance on behalf of Medicare, Medicaid, beneficiaries, or others 17A Expected Medicare recoveries attributable to the projects 

17B Expected Medicaid recoveries attributable to the projects 

17C Actual savings to beneficiaries attributable to the projects 

17D Other savings attributable to the projects (e.g., Supplemental Insurance) 17A –17D Total savings attributable to the projects 

Performance Data for the Senior Medicare Patrol Projects: June 2014 Performance Report (OEI-02-14-00140) 
Kentucky – Louisville Metro Department of Public Health and Wellness, Louisville 

In operation since: July 2001 Tota

PERFORMANCE MEASURES 

1 Total number of active volunteers 

2 Total number of volunteer training hours 3 Total number of volunteer work hours 4 Number of media airings 

5 Number of community outreach education events conducted 6 Estimated number of people reached by community outreach education events 

7 Number of group education sessions for beneficiaries 8 Number of beneficiaries who attended group education sessions 

9 Number of one-on-one counseling sessions held with or on behalf of a beneficiary 

10 Total number of simple inquiries received 

11 Total number of simple inquiries resolved 

12 Number of inquiries involving complex issues received 13A Number of inquiries involving complex issues referred for further action 13B Total dollar amount referred for further action 14 Number of complex issues resolved 

15 Number of complex issues pending further action 

16 Cost avoidance on behalf of Medicare, Medicaid, beneficiaries, or others 

17A Expected Medicare recoveries attributable to the projects 17B Expected Medicaid recoveries attributable to the projects 

17C Actual savings to beneficiaries attributable to the projects 

17D Other savings attributable to the projects (e.g., Supplemental Insurance) 

17A –17D Total savings attributable to the projects 

Performance Data for the Senior Medicare Patrol Projects: June 2014 Performance Report (OEI-02-14-00140) 
Louisiana – EQ Health Solutions, Baton Rouge 

In operation since: June 2009 To

PERFORMANCE MEASURES 

1 Total number of active volunteers 2 Total number of volunteer training hours 3 Total number of volunteer work hours 

4 Number of media airings 5 Number of community outreach education events conducted 

6 Estimated number of people reached by community outreach education events 7 Number of group education sessions for beneficiaries 8 Number of beneficiaries who attended group education sessions 9 Number of one-on-one counseling sessions held with or on behalf of a beneficiary 10 Total number of simple inquiries received 11 Total number of simple inquiries resolved 12 Number of inquiries involving complex issues received 

13A Number of inquiries involving complex issues referred for further action 

13B Total dollar amount referred for further action 14 Number of complex issues resolved 15 Number of complex issues pending further action 16 Cost avoidance on behalf of Medicare, Medicaid, beneficiaries, or others 17A Expected Medicare recoveries attributable to the projects 

17B Expected Medicaid recoveries attributable to the projects 

17C Actual savings to beneficiaries attributable to the projects 17D Other savings attributable to the projects (e.g., Supplemental Insurance) 17A –17D Total savings attributable to the projects 

Performance Data for the Senior Medicare Patrol Projects: June 2014 Performance Report (OEI-02-14-00140) 
Maine – Legal Services for the Elderly, Augusta 

In operation since: July 1999 T

PERFORMANCE MEASURES 

1 Total number of active volunteers 

2 Total number of volunteer training hours 3 Total number of volunteer work hours 

4 Number of media airings 5 Number of community outreach education events conducted 6 Estimated number of people reached by community outreach education events 7 Number of group education sessions for beneficiaries 

8 Number of beneficiaries who attended group education sessions 

9 Number of one-on-one counseling sessions held with or on behalf of a beneficiary 10 Total number of simple inquiries received 

11 Total number of simple inquiries resolved 

12 Number of inquiries involving complex issues received 

13A Number of inquiries involving complex issues referred for further action 

13B Total dollar amount referred for further action 14 Number of complex issues resolved 15 Number of complex issues pending further action 16 Cost avoidance on behalf of Medicare, Medicaid, beneficiaries, or others 

17A Expected Medicare recoveries attributable to the projects 

17B Expected Medicaid recoveries attributable to the projects 

17C Actual savings to beneficiaries attributable to the projects 17D Other savings attributable to the projects (e.g., Supplemental Insurance) 

17A –17D Total savings attributable to the projects 

Performance Data for the Senior Medicare Patrol Projects: June 2014 Performance Report (OEI-02-14-00140) 
Maryland – Maryland Department of Aging, Baltimore 

In operation since: July 1997 T

PERFORMANCE MEASURES 

1 Total number of active volunteers 

2 Total number of volunteer training hours 3 Total number of volunteer work hours 

4 Number of media airings 

5 Number of community outreach education events conducted 

6 Estimated number of people reached by community outreach education events 7 Number of group education sessions for beneficiaries 8 Number of beneficiaries who attended group education sessions 9 Number of one-on-one counseling sessions held with or on behalf of a beneficiary 

10 Total number of simple inquiries received 11 Total number of simple inquiries resolved 

12 Number of inquiries involving complex issues received 13A Number of inquiries involving complex issues referred for further action 

13B Total dollar amount referred for further action 

14 Number of complex issues resolved 15 Number of complex issues pending further action 

16 Cost avoidance on behalf of Medicare, Medicaid, beneficiaries, or others 17A Expected Medicare recoveries attributable to the projects 

17B Expected Medicaid recoveries attributable to the projects 

17C Actual savings to beneficiaries attributable to the projects 

17D Other savings attributable to the projects (e.g., Supplemental Insurance) 

17A –17D Total savings attributable to the projects 

Performance Data for the Senior Medicare Patrol Projects: June 2014 Performance Report (OEI-02-14-00140) 
Massachusetts – Elder Services of Merrimack Valley, Inc., Lawrence 

In operation since: July 1999 T

PERFORMANCE MEASURES 

1 Total number of active volunteers 

2 Total number of volunteer training hours 

3 Total number of volunteer work hours 4 Number of media airings 

5 Number of community outreach education events conducted 

6 Estimated number of people reached by community outreach education events 

7 Number of group education sessions for beneficiaries 

8 Number of beneficiaries who attended group education sessions 9 Number of one-on-one counseling sessions held with or on behalf of a beneficiary 

10 Total number of simple inquiries received 

11 Total number of simple inquiries resolved 12 Number of inquiries involving complex issues received 

13A Number of inquiries involving complex issues referred for further action 

13B Total dollar amount referred for further action 14 Number of complex issues resolved 

15 Number of complex issues pending further action 

16 Cost avoidance on behalf of Medicare, Medicaid, beneficiaries, or others 17A Expected Medicare recoveries attributable to the projects 17B Expected Medicaid recoveries attributable to the projects 

17C Actual savings to beneficiaries attributable to the projects 

17D Other savings attributable to the projects (e.g., Supplemental Insurance) 17A –17D Total savings attributable to the projects 

Performance Data for the Senior Medicare Patrol Projects: June 2014 Performance Report (OEI-02-14-00140) 
Michigan – Michigan Medicare/Medicaid Assistance Program, Inc., Lansing 

In operation since: July 1999 T

PERFORMANCE MEASURES 

1 Total number of active volunteers 

2 Total number of volunteer training hours 

3 Total number of volunteer work hours 

4 Number of media airings 5 Number of community outreach education events conducted 

6 Estimated number of people reached by community outreach education events 7 Number of group education sessions for beneficiaries 8 Number of beneficiaries who attended group education sessions 

9 Number of one-on-one counseling sessions held with or on behalf of a beneficiary 

10 Total number of simple inquiries received 

11 Total number of simple inquiries resolved 

12 Number of inquiries involving complex issues received 

13A Number of inquiries involving complex issues referred for further action 

13B Total dollar amount referred for further action 

14 Number of complex issues resolved 

15 Number of complex issues pending further action 

16 Cost avoidance on behalf of Medicare, Medicaid, beneficiaries, or others 17A Expected Medicare recoveries attributable to the projects 

17B Expected Medicaid recoveries attributable to the projects 

17C Actual savings to beneficiaries attributable to the projects 

17D Other savings attributable to the projects (e.g., Supplemental Insurance) 

17A –17D Total savings attributable to the projects 

Performance Data for the Senior Medicare Patrol Projects: June 2014 Performance Report (OEI-02-14-00140) 
Minnesota – Minnesota Board on Aging, Dept. of Human Services, Aging and Adult Services Div., 

In operation since: July 1997 

PERFORMANCE MEASURES 

1 Total number of active volunteers 

2 Total number of volunteer training hours 

3 Total number of volunteer work hours 

4 Number of media airings 5 Number of community outreach education events conducted 

6 Estimated number of people reached by community outreach education events 

7 Number of group education sessions for beneficiaries 

8 Number of beneficiaries who attended group education sessions 

9 Number of one-on-one counseling sessions held with or on behalf of a beneficiary 

10 Total number of simple inquiries received 

11 Total number of simple inquiries resolved 

12 Number of inquiries involving complex issues received 

13A Number of inquiries involving complex issues referred for further action 

13B Total dollar amount referred for further action 

14 Number of complex issues resolved 15 Number of complex issues pending further action 

16 Cost avoidance on behalf of Medicare, Medicaid, beneficiaries, or others 17A Expected Medicare recoveries attributable to the projects 

17B Expected Medicaid recoveries attributable to the projects 

17C Actual savings to beneficiaries attributable to the projects 17D Other savings attributable to the projects (e.g., Supplemental Insurance) 

17A –17D Total savings attributable to the projects 

Performance Data for the Senior Medicare Patrol Projects: June 2014 Performance Report (OEI-02-14-00140) 
Mississippi – Mississippi Department of Human Services, Division of Aging and Adult Services, Jacks

In operation since: July 2000 

PERFORMANCE MEASURES 

1 Total number of active volunteers 

2 Total number of volunteer training hours 3 Total number of volunteer work hours 

4 Number of media airings 

5 Number of community outreach education events conducted 

6 Estimated number of people reached by community outreach education events 

7 Number of group education sessions for beneficiaries 

8 Number of beneficiaries who attended group education sessions 

9 Number of one-on-one counseling sessions held with or on behalf of a beneficiary 

10 Total number of simple inquiries received 11 Total number of simple inquiries resolved 

12 Number of inquiries involving complex issues received 

13A Number of inquiries involving complex issues referred for further action 

13B Total dollar amount referred for further action 

14 Number of complex issues resolved 15 Number of complex issues pending further action 

16 Cost avoidance on behalf of Medicare, Medicaid, beneficiaries, or others 

17A Expected Medicare recoveries attributable to the projects 17B Expected Medicaid recoveries attributable to the projects 17C Actual savings to beneficiaries attributable to the projects 

17D Other savings attributable to the projects (e.g., Supplemental Insurance) 

17A –17D Total savings attributable to the projects 

Performance Data for the Senior Medicare Patrol Projects: June 2014 Performance Report (OEI-02-14-00140) 
Missouri – Care Connection for Aging Services, Warrensburg 

In operation since: July 1997 

PERFORMANCE MEASURES 

1 Total number of active volunteers 2 Total number of volunteer training hours 

3 Total number of volunteer work hours 

4 Number of media airings 5 Number of community outreach education events conducted 

6 Estimated number of people reached by community outreach education events 

7 Number of group education sessions for beneficiaries 

8 Number of beneficiaries who attended group education sessions 9 Number of one-on-one counseling sessions held with or on behalf of a beneficiary 

10 Total number of simple inquiries received 11 Total number of simple inquiries resolved 12 Number of inquiries involving complex issues received 

13A Number of inquiries involving complex issues referred for further action 

13B Total dollar amount referred for further action 

14 Number of complex issues resolved 

15 Number of complex issues pending further action 

16 Cost avoidance on behalf of Medicare, Medicaid, beneficiaries, or others 

17A Expected Medicare recoveries attributable to the projects 

17B Expected Medicaid recoveries attributable to the projects 

17C Actual savings to beneficiaries attributable to the projects 17D Other savings attributable to the projects (e.g., Supplemental Insurance) 

17A –17D Total savings attributable to the projects 

Performance Data for the Senior Medicare Patrol Projects: June 2014 Performance Report (OEI-02-14-00140) 
Montana – Missoula Aging Services, Missoula 

In operation since: July 1999 T

PERFORMANCE MEASURES 

1 Total number of active volunteers 

2 Total number of volunteer training hours 

3 Total number of volunteer work hours 4 Number of media airings 

5 Number of community outreach education events conducted 6 Estimated number of people reached by community outreach education events 

7 Number of group education sessions for beneficiaries 

8 Number of beneficiaries who attended group education sessions 

9 Number of one-on-one counseling sessions held with or on behalf of a beneficiary 

10 Total number of simple inquiries received 

11 Total number of simple inquiries resolved 

12 Number of inquiries involving complex issues received 13A Number of inquiries involving complex issues referred for further action 

13B Total dollar amount referred for further action 

14 Number of complex issues resolved 

15 Number of complex issues pending further action 

16 Cost avoidance on behalf of Medicare, Medicaid, beneficiaries, or others 

17A Expected Medicare recoveries attributable to the projects 

17B Expected Medicaid recoveries attributable to the projects 

17C Actual savings to beneficiaries attributable to the projects 

17D Other savings attributable to the projects (e.g., Supplemental Insurance) 

17A –17D Total savings attributable to the projects 

Performance Data for the Senior Medicare Patrol Projects: June 2014 Performance Report (OEI-02-14-00140) 
Nebraska – Nebraska Department of Health and Human Services, Lincoln 

In operation since: July 2000 T

PERFORMANCE MEASURES 

1 Total number of active volunteers 

2 Total number of volunteer training hours 3 Total number of volunteer work hours 

4 Number of media airings 5 Number of community outreach education events conducted 6 Estimated number of people reached by community outreach education events 

7 Number of group education sessions for beneficiaries 8 Number of beneficiaries who attended group education sessions 9 Number of one-on-one counseling sessions held with or on behalf of a beneficiary 10 Total number of simple inquiries received 

11 Total number of simple inquiries resolved 12 Number of inquiries involving complex issues received 

13A Number of inquiries involving complex issues referred for further action 

13B Total dollar amount referred for further action 

14 Number of complex issues resolved 15 Number of complex issues pending further action 16 Cost avoidance on behalf of Medicare, Medicaid, beneficiaries, or others 17A Expected Medicare recoveries attributable to the projects 

17B Expected Medicaid recoveries attributable to the projects 

17C Actual savings to beneficiaries attributable to the projects 17D Other savings attributable to the projects (e.g., Supplemental Insurance) 

17A –17D Total savings attributable to the projects 

Performance Data for the Senior Medicare Patrol Projects: June 2014 Performance Report (OEI-02-14-00140) 
Nevada – Office of the Nevada Attorney General, Las Vegas 

In operation since: July 1999 To

PERFORMANCE MEASURES 

1 Total number of active volunteers 2 Total number of volunteer training hours 

3 Total number of volunteer work hours 

4 Number of media airings 5 Number of community outreach education events conducted 

6 Estimated number of people reached by community outreach education events 

7 Number of group education sessions for beneficiaries 

8 Number of beneficiaries who attended group education sessions 

9 Number of one-on-one counseling sessions held with or on behalf of a beneficiary 10 Total number of simple inquiries received 

11 Total number of simple inquiries resolved 12 Number of inquiries involving complex issues received 

13A Number of inquiries involving complex issues referred for further action 

13B Total dollar amount referred for further action 

14 Number of complex issues resolved 15 Number of complex issues pending further action 16 Cost avoidance on behalf of Medicare, Medicaid, beneficiaries, or others 17A Expected Medicare recoveries attributable to the projects 

17B Expected Medicaid recoveries attributable to the projects 

17C Actual savings to beneficiaries attributable to the projects 

17D Other savings attributable to the projects (e.g., Supplemental Insurance) 

17A –17D Total savings attributable to the projects 

Performance Data for the Senior Medicare Patrol Projects: June 2014 Performance Report (OEI-02-14-00140) 
New Hampshire – Health and Human Services – Bureau of Elderly and Adult Services, Concord 

In operation since: July 1997 T

PERFORMANCE MEASURES 

1 Total number of active volunteers 

2 Total number of volunteer training hours 

3 Total number of volunteer work hours 4 Number of media airings 

5 Number of community outreach education events conducted 

6 Estimated number of people reached by community outreach education events 7 Number of group education sessions for beneficiaries 

8 Number of beneficiaries who attended group education sessions 9 Number of one-on-one counseling sessions held with or on behalf of a beneficiary 

10 Total number of simple inquiries received 11 Total number of simple inquiries resolved 12 Number of inquiries involving complex issues received 13A Number of inquiries involving complex issues referred for further action 

13B Total dollar amount referred for further action 

14 Number of complex issues resolved 

15 Number of complex issues pending further action 16 Cost avoidance on behalf of Medicare, Medicaid, beneficiaries, or others 17A Expected Medicare recoveries attributable to the projects 17B Expected Medicaid recoveries attributable to the projects 17C Actual savings to beneficiaries attributable to the projects 

17D Other savings attributable to the projects (e.g., Supplemental Insurance) 

17A –17D Total savings attributable to the projects 

Performance Data for the Senior Medicare Patrol Projects: June 2014 Performance Report (OEI-02-14-00140) 
New Jersey – Jewish Family & Vocational Services of Middlesex County, Inc., Milltown 

In operation since: July 2001 T

PERFORMANCE MEASURES 

1 Total number of active volunteers 

2 Total number of volunteer training hours 3 Total number of volunteer work hours 4 Number of media airings 

5 Number of community outreach education events conducted 

6 Estimated number of people reached by community outreach education events 7 Number of group education sessions for beneficiaries 

8 Number of beneficiaries who attended group education sessions 9 Number of one-on-one counseling sessions held with or on behalf of a beneficiary 

10 Total number of simple inquiries received 

11 Total number of simple inquiries resolved 

12 Number of inquiries involving complex issues received 13A Number of inquiries involving complex issues referred for further action 

13B Total dollar amount referred for further action 

14 Number of complex issues resolved 15 Number of complex issues pending further action 16 Cost avoidance on behalf of Medicare, Medicaid, beneficiaries, or others 17A Expected Medicare recoveries attributable to the projects 

17B Expected Medicaid recoveries attributable to the projects 17C Actual savings to beneficiaries attributable to the projects 

17D Other savings attributable to the projects (e.g., Supplemental Insurance) 

17A –17D Total savings attributable to the projects 

Performance Data for the Senior Medicare Patrol Projects: June 2014 Performance Report (OEI-02-14-00140) 
New Mexico – New Mexico Aging and Long-Term Services Department, Albuquerque 

In operation since: July 1999 

PERFORMANCE MEASURES 

1 Total number of active volunteers 

2 Total number of volunteer training hours 

3 Total number of volunteer work hours 

4 Number of media airings 

5 Number of community outreach education events conducted 

6 Estimated number of people reached by community outreach education events 

7 Number of group education sessions for beneficiaries 

8 Number of beneficiaries who attended group education sessions 9 Number of one-on-one counseling sessions held with or on behalf of a beneficiary 10 Total number of simple inquiries received 

11 Total number of simple inquiries resolved 

12 Number of inquiries involving complex issues received 13A Number of inquiries involving complex issues referred for further action 

13B Total dollar amount referred for further action 

14 Number of complex issues resolved 

15 Number of complex issues pending further action 

16 Cost avoidance on behalf of Medicare, Medicaid, beneficiaries, or others 

17A Expected Medicare recoveries attributable to the projects 

17B Expected Medicaid recoveries attributable to the projects 

17C Actual savings to beneficiaries attributable to the projects 

17D Other savings attributable to the projects (e.g., Supplemental Insurance) 17A –17D Total savings attributable to the projects 

Performance Data for the Senior Medicare Patrol Projects: June 2014 Performance Report (OEI-02-14-00140) 
New York – New York State Office of the Aging, Albany 

In operation since: July 1997 

PERFORMANCE MEASURES 

1 Total number of active volunteers 

2 Total number of volunteer training hours 

3 Total number of volunteer work hours 

4 Number of media airings 5 Number of community outreach education events conducted 

6 Estimated number of people reached by community outreach education events 7 Number of group education sessions for beneficiaries 

8 Number of beneficiaries who attended group education sessions 

9 Number of one-on-one counseling sessions held with or on behalf of a beneficiary 10 Total number of simple inquiries received 

11 Total number of simple inquiries resolved 12 Number of inquiries involving complex issues received 13A Number of inquiries involving complex issues referred for further action 13B Total dollar amount referred for further action 14 Number of complex issues resolved 

15 Number of complex issues pending further action 16 Cost avoidance on behalf of Medicare, Medicaid, beneficiaries, or others 

17A Expected Medicare recoveries attributable to the projects 

17B Expected Medicaid recoveries attributable to the projects 

17C Actual savings to beneficiaries attributable to the projects 

17D Other savings attributable to the projects (e.g., Supplemental Insurance) 

17A –17D Total savings attributable to the projects 

Performance Data for the Senior Medicare Patrol Projects: June 2014 Performance Report (OEI-02-14-00140) 
North Carolina – Department of Insurance, Raleigh 

In operation since: July 2003 

PERFORMANCE MEASURES 

1 Total number of active volunteers 

2 Total number of volunteer training hours 

3 Total number of volunteer work hours 4 Number of media airings 

5 Number of community outreach education events conducted 

6 Estimated number of people reached by community outreach education events 7 Number of group education sessions for beneficiaries 

8 Number of beneficiaries who attended group education sessions 9 Number of one-on-one counseling sessions held with or on behalf of a beneficiary 10 Total number of simple inquiries received 11 Total number of simple inquiries resolved 

12 Number of inquiries involving complex issues received 13A Number of inquiries involving complex issues referred for further action 

13B Total dollar amount referred for further action 14 Number of complex issues resolved 

15 Number of complex issues pending further action 

16 Cost avoidance on behalf of Medicare, Medicaid, beneficiaries, or others 17A Expected Medicare recoveries attributable to the projects 

17B Expected Medicaid recoveries attributable to the projects 

17C Actual savings to beneficiaries attributable to the projects 

17D Other savings attributable to the projects (e.g., Supplemental Insurance) 17A –17D Total savings attributable to the projects 

Performance Data for the Senior Medicare Patrol Projects: June 2014 Performance Report (OEI-02-14-00140) 
North Dakota – North Dakota Center for Persons with Disabilities, Minot State University, Minot 

In operation since: July 2003 

PERFORMANCE MEASURES 

1 Total number of active volunteers 

2 Total number of volunteer training hours 

3 Total number of volunteer work hours 4 Number of media airings 5 Number of community outreach education events conducted 

6 Estimated number of people reached by community outreach education events 

7 Number of group education sessions for beneficiaries 8 Number of beneficiaries who attended group education sessions 9 Number of one-on-one counseling sessions held with or on behalf of a beneficiary 

10 Total number of simple inquiries received 

11 Total number of simple inquiries resolved 

12 Number of inquiries involving complex issues received 13A Number of inquiries involving complex issues referred for further action 

13B Total dollar amount referred for further action 14 Number of complex issues resolved 

15 Number of complex issues pending further action 

16 Cost avoidance on behalf of Medicare, Medicaid, beneficiaries, or others 17A Expected Medicare recoveries attributable to the projects 

17B Expected Medicaid recoveries attributable to the projects 

17C Actual savings to beneficiaries attributable to the projects 

17D Other savings attributable to the projects (e.g., Supplemental Insurance) 17A –17D Total savings attributable to the projects 

Performance Data for the Senior Medicare Patrol Projects: June 2014 Performance Report (OEI-02-14-00140) 
Ohio – Pro Seniors, Inc., Cincinnati 

In operation since: July 2002 

PERFORMANCE MEASURES 

1 Total number of active volunteers 

2 Total number of volunteer training hours 

3 Total number of volunteer work hours 

4 Number of media airings 5 Number of community outreach education events conducted 6 Estimated number of people reached by community outreach education events 

7 Number of group education sessions for beneficiaries 

8 Number of beneficiaries who attended group education sessions 9 Number of one-on-one counseling sessions held with or on behalf of a beneficiary 

10 Total number of simple inquiries received 

11 Total number of simple inquiries resolved 

12 Number of inquiries involving complex issues received 13A Number of inquiries involving complex issues referred for further action 

13B Total dollar amount referred for further action 14 Number of complex issues resolved 

15 Number of complex issues pending further action 

16 Cost avoidance on behalf of Medicare, Medicaid, beneficiaries, or others 17A Expected Medicare recoveries attributable to the projects 

17B Expected Medicaid recoveries attributable to the projects 

17C Actual savings to beneficiaries attributable to the projects 

17D Other savings attributable to the projects (e.g., Supplemental Insurance) 17A –17D Total savings attributable to the projects 

Performance Data for the Senior Medicare Patrol Projects: June 2014 Performance Report (OEI-02-14-00140) 
Oklahoma – State of Oklahoma Insurance Department, Oklahoma City 

In operation since: July 1999 

PERFORMANCE MEASURES 

1 Total number of active volunteers 

2 Total number of volunteer training hours 

3 Total number of volunteer work hours 

4 Number of media airings 5 Number of community outreach education events conducted 

6 Estimated number of people reached by community outreach education events 

7 Number of group education sessions for beneficiaries 

8 Number of beneficiaries who attended group education sessions 9 Number of one-on-one counseling sessions held with or on behalf of a beneficiary 

10 Total number of simple inquiries received 

11 Total number of simple inquiries resolved 

12 Number of inquiries involving complex issues received 

13A Number of inquiries involving complex issues referred for further action 

13B Total dollar amount referred for further action 14 Number of complex issues resolved 15 Number of complex issues pending further action 

16 Cost avoidance on behalf of Medicare, Medicaid, beneficiaries, or others 17A Expected Medicare recoveries attributable to the projects 

17B Expected Medicaid recoveries attributable to the projects 

17C Actual savings to beneficiaries attributable to the projects 

17D Other savings attributable to the projects (e.g., Supplemental Insurance) 17A –17D Total savings attributable to the projects 

Performance Data for the Senior Medicare Patrol Projects: June 2014 Performance Report (OEI-02-14-00140) 
Oregon – Department of Human Services, Seniors and People with Disabilities, Salem 

In operation since: July 1999 

PERFORMANCE MEASURES 

1 Total number of active volunteers 

2 Total number of volunteer training hours 

3 Total number of volunteer work hours 

4 Number of media airings 5 Number of community outreach education events conducted 

6 Estimated number of people reached by community outreach education events 

7 Number of group education sessions for beneficiaries 

8 Number of beneficiaries who attended group education sessions 9 Number of one-on-one counseling sessions held with or on behalf of a beneficiary 

10 Total number of simple inquiries received 11 Total number of simple inquiries resolved 12 Number of inquiries involving complex issues received 

13A Number of inquiries involving complex issues referred for further action 13B Total dollar amount referred for further action 

14 Number of complex issues resolved 15 Number of complex issues pending further action 16 Cost avoidance on behalf of Medicare, Medicaid, beneficiaries, or others 17A Expected Medicare recoveries attributable to the projects 

17B Expected Medicaid recoveries attributable to the projects 

17C Actual savings to beneficiaries attributable to the projects 

17D Other savings attributable to the projects (e.g., Supplemental Insurance) 17A –17D Total savings attributable to the projects 

Performance Data for the Senior Medicare Patrol Projects: June 2014 Performance Report (OEI-02-14-00140) 
Pennsylvania – Center for Advocacy for the Rights and Interests of the Elderly, Philadelphia 

In operation since: July 1997 

PERFORMANCE MEASURES 

1 Total number of active volunteers 

2 Total number of volunteer training hours 

3 Total number of volunteer work hours 

4 Number of media airings 5 Number of community outreach education events conducted 6 Estimated number of people reached by community outreach education events 

7 Number of group education sessions for beneficiaries 

8 Number of beneficiaries who attended group education sessions 

9 Number of one-on-one counseling sessions held with or on behalf of a beneficiary 10 Total number of simple inquiries received 11 Total number of simple inquiries resolved 

12 Number of inquiries involving complex issues received 13A Number of inquiries involving complex issues referred for further action 13B Total dollar amount referred for further action 14 Number of complex issues resolved 

15 Number of complex issues pending further action 

16 Cost avoidance on behalf of Medicare, Medicaid, beneficiaries, or others 17A Expected Medicare recoveries attributable to the projects 17B Expected Medicaid recoveries attributable to the projects 

17C Actual savings to beneficiaries attributable to the projects 

17D Other savings attributable to the projects (e.g., Supplemental Insurance) 17A –17D Total savings attributable to the projects 

Performance Data for the Senior Medicare Patrol Projects: June 2014 Performance Report (OEI-02-14-00140) 
Puerto Rico – Office of the Ombudsman for the Elderly, Santurce 

In operation since: July 1999 

PERFORMANCE MEASURES 

1 Total number of active volunteers 

2 Total number of volunteer training hours 3 Total number of volunteer work hours 

4 Number of media airings 

5 Number of community outreach education events conducted 

6 Estimated number of people reached by community outreach education events 

7 Number of group education sessions for beneficiaries 

8 Number of beneficiaries who attended group education sessions 

9 Number of one-on-one counseling sessions held with or on behalf of a beneficiary 10 Total number of simple inquiries received 

11 Total number of simple inquiries resolved 

12 Number of inquiries involving complex issues received 

13A Number of inquiries involving complex issues referred for further action 

13B Total dollar amount referred for further action 14 Number of complex issues resolved 15 Number of complex issues pending further action 

16 Cost avoidance on behalf of Medicare, Medicaid, beneficiaries, or others 17A Expected Medicare recoveries attributable to the projects 

17B Expected Medicaid recoveries attributable to the projects 

17C Actual savings to beneficiaries attributable to the projects 

17D Other savings attributable to the projects (e.g., Supplemental Insurance) 17A –17D Total savings attributable to the projects 

Performance Data for the Senior Medicare Patrol Projects: June 2014 Performance Report (OEI-02-14-00140) 
Rhode Island – Department of Elderly Affairs, Cranston 

In operation since: July 2006 

PERFORMANCE MEASURES 

1 Total number of active volunteers 

2 Total number of volunteer training hours 

3 Total number of volunteer work hours 4 Number of media airings 

5 Number of community outreach education events conducted 

6 Estimated number of people reached by community outreach education events 

7 Number of group education sessions for beneficiaries 

8 Number of beneficiaries who attended group education sessions 

9 Number of one-on-one counseling sessions held with or on behalf of a beneficiary 10 Total number of simple inquiries received 

11 Total number of simple inquiries resolved 12 Number of inquiries involving complex issues received 13A Number of inquiries involving complex issues referred for further action 

13B Total dollar amount referred for further action 14 Number of complex issues resolved 15 Number of complex issues pending further action 

16 Cost avoidance on behalf of Medicare, Medicaid, beneficiaries, or others 

17A Expected Medicare recoveries attributable to the projects 

17B Expected Medicaid recoveries attributable to the projects 17C Actual savings to beneficiaries attributable to the projects 17D Other savings attributable to the projects (e.g., Supplemental Insurance) 

17A –17D Total savings attributable to the projects 

Performance Data for the Senior Medicare Patrol Projects: June 2014 Performance Report (OEI-02-14-00140) 
South Carolina – Lt. Governor’s Office on Aging, Columbia 

In operation since: July 2000 T

PERFORMANCE MEASURES 

1 Total number of active volunteers 

2 Total number of volunteer training hours 

3 Total number of volunteer work hours 4 Number of media airings 5 Number of community outreach education events conducted 6 Estimated number of people reached by community outreach education events 

7 Number of group education sessions for beneficiaries 

8 Number of beneficiaries who attended group education sessions 9 Number of one-on-one counseling sessions held with or on behalf of a beneficiary 10 Total number of simple inquiries received 

11 Total number of simple inquiries resolved 

12 Number of inquiries involving complex issues received 

13A Number of inquiries involving complex issues referred for further action 

13B Total dollar amount referred for further action 14 Number of complex issues resolved 15 Number of complex issues pending further action 

16 Cost avoidance on behalf of Medicare, Medicaid, beneficiaries, or others 

17A Expected Medicare recoveries attributable to the projects 

17B Expected Medicaid recoveries attributable to the projects 17C Actual savings to beneficiaries attributable to the projects 17D Other savings attributable to the projects (e.g., Supplemental Insurance) 

17A –17D Total savings attributable to the projects 

Performance Data for the Senior Medicare Patrol Projects: June 2014 Performance Report (OEI-02-14-00140) 
South Dakota – East River Legal Services, Sioux Falls 

In operation since: July 2000 

PERFORMANCE MEASURES 

1 Total number of active volunteers 

2 Total number of volunteer training hours 

3 Total number of volunteer work hours 

4 Number of media airings 

5 Number of community outreach education events conducted 6 Estimated number of people reached by community outreach education events 7 Number of group education sessions for beneficiaries 

8 Number of beneficiaries who attended group education sessions 

9 Number of one-on-one counseling sessions held with or on behalf of a beneficiary 

10 Total number of simple inquiries received 

11 Total number of simple inquiries resolved 12 Number of inquiries involving complex issues received 13A Number of inquiries involving complex issues referred for further action 13B Total dollar amount referred for further action 14 Number of complex issues resolved 15 Number of complex issues pending further action 16 Cost avoidance on behalf of Medicare, Medicaid, beneficiaries, or others 17A Expected Medicare recoveries attributable to the projects 17B Expected Medicaid recoveries attributable to the projects 

17C Actual savings to beneficiaries attributable to the projects 

17D Other savings attributable to the projects (e.g., Supplemental Insurance) 17A –17D Total savings attributable to the projects 

Performance Data for the Senior Medicare Patrol Projects: June 2014 Performance Report (OEI-02-14-00140) 
Tennessee – Upper Cumberland Development District, Cookeville 

In operation since: July 2001 

PERFORMANCE MEASURES 

1 Total number of active volunteers 

2 Total number of volunteer training hours 

3 Total number of volunteer work hours 

4 Number of media airings 

5 Number of community outreach education events conducted 6 Estimated number of people reached by community outreach education events 

7 Number of group education sessions for beneficiaries 

8 Number of beneficiaries who attended group education sessions 

9 Number of one-on-one counseling sessions held with or on behalf of a beneficiary 

10 Total number of simple inquiries received 

11 Total number of simple inquiries resolved 

12 Number of inquiries involving complex issues received 13A Number of inquiries involving complex issues referred for further action 13B Total dollar amount referred for further action 

14 Number of complex issues resolved 

15 Number of complex issues pending further action 

16 Cost avoidance on behalf of Medicare, Medicaid, beneficiaries, or others 17A Expected Medicare recoveries attributable to the projects 

17B Expected Medicaid recoveries attributable to the projects 

17C Actual savings to beneficiaries attributable to the projects 

17D Other savings attributable to the projects (e.g., Supplemental Insurance) 17A –17D Total savings attributable to the projects 

Performance Data for the Senior Medicare Patrol Projects: June 2014 Performance Report (OEI-02-14-00140) 
Texas – Better Business Bureau Education, Houston 

In operation since: July 2002 

PERFORMANCE MEASURES 

1 Total number of active volunteers 

2 Total number of volunteer training hours 

3 Total number of volunteer work hours 

4 Number of media airings 5 Number of community outreach education events conducted 6 Estimated number of people reached by community outreach education events 

7 Number of group education sessions for beneficiaries 

8 Number of beneficiaries who attended group education sessions 9 Number of one-on-one counseling sessions held with or on behalf of a beneficiary 

10 Total number of simple inquiries received 

11 Total number of simple inquiries resolved 

12 Number of inquiries involving complex issues received 13A Number of inquiries involving complex issues referred for further action 13B Total dollar amount referred for further action 

14 Number of complex issues resolved 

15 Number of complex issues pending further action 

16 Cost avoidance on behalf of Medicare, Medicaid, beneficiaries, or others 17A Expected Medicare recoveries attributable to the projects 17B Expected Medicaid recoveries attributable to the projects 

17C Actual savings to beneficiaries attributable to the projects 

17D Other savings attributable to the projects (e.g., Supplemental Insurance) 17A –17D Total savings attributable to the projects 

Performance Data for the Senior Medicare Patrol Projects: June 2014 Performance Report (OEI-02-14-00140) 
Utah – Utah Division of Aging and Adult Services, Salt Lake City 

In operation since: June 2009 

PERFORMANCE MEASURES 

1 Total number of active volunteers 

2 Total number of volunteer training hours 

3 Total number of volunteer work hours 

4 Number of media airings 5 Number of community outreach education events conducted 6 Estimated number of people reached by community outreach education events 7 Number of group education sessions for beneficiaries 8 Number of beneficiaries who attended group education sessions 9 Number of one-on-one counseling sessions held with or on behalf of a beneficiary 

10 Total number of simple inquiries received 

11 Total number of simple inquiries resolved 12 Number of inquiries involving complex issues received 

13A Number of inquiries involving complex issues referred for further action 

13B Total dollar amount referred for further action 

14 Number of complex issues resolved 

15 Number of complex issues pending further action 

16 Cost avoidance on behalf of Medicare, Medicaid, beneficiaries, or others 17A Expected Medicare recoveries attributable to the projects 17B Expected Medicaid recoveries attributable to the projects 

17C Actual savings to beneficiaries attributable to the projects 17D Other savings attributable to the projects (e.g., Supplemental Insurance) 17A –17D Total savings attributable to the projects 

Performance Data for the Senior Medicare Patrol Projects: June 2014 Performance Report (OEI-02-14-00140) 
Vermont – Community of Vermont Elders, Berlin 

In operation since: July 2003 

PERFORMANCE MEASURES 

1 Total number of active volunteers 

2 Total number of volunteer training hours 

3 Total number of volunteer work hours 

4 Number of media airings 

5 Number of community outreach education events conducted 

6 Estimated number of people reached by community outreach education events 

7 Number of group education sessions for beneficiaries 

8 Number of beneficiaries who attended group education sessions 9 Number of one-on-one counseling sessions held with or on behalf of a beneficiary 

10 Total number of simple inquiries received 

11 Total number of simple inquiries resolved 12 Number of inquiries involving complex issues received 13A Number of inquiries involving complex issues referred for further action 13B Total dollar amount referred for further action 14 Number of complex issues resolved 

15 Number of complex issues pending further action 

16 Cost avoidance on behalf of Medicare, Medicaid, beneficiaries, or others 17A Expected Medicare recoveries attributable to the projects 

17B Expected Medicaid recoveries attributable to the projects 

17C Actual savings to beneficiaries attributable to the projects 

17D Other savings attributable to the projects (e.g., Supplemental Insurance) 17A –17D Total savings attributable to the projects 

Performance Data for the Senior Medicare Patrol Projects: June 2014 Performance Report (OEI-02-14-00140) 
Virginia – Virginia Association of Area Agencies on Aging, Richmond 

In operation since: July 1999 T

PERFORMANCE MEASURES 

1 Total number of active volunteers 

2 Total number of volunteer training hours 3 Total number of volunteer work hours 4 Number of media airings 5 Number of community outreach education events conducted 6 Estimated number of people reached by community outreach education events 7 Number of group education sessions for beneficiaries 8 Number of beneficiaries who attended group education sessions 

9 Number of one-on-one counseling sessions held with or on behalf of a beneficiary 10 Total number of simple inquiries received 11 Total number of simple inquiries resolved 

12 Number of inquiries involving complex issues received 

13A Number of inquiries involving complex issues referred for further action 

13B Total dollar amount referred for further action 

14 Number of complex issues resolved 

15 Number of complex issues pending further action 

16 Cost avoidance on behalf of Medicare, Medicaid, beneficiaries, or others 

17A Expected Medicare recoveries attributable to the projects 

17B Expected Medicaid recoveries attributable to the projects 

17C Actual savings to beneficiaries attributable to the projects 

17D Other savings attributable to the projects (e.g., Supplemental Insurance) 

17A –17D Total savings attributable to the projects 

Performance Data for the Senior Medicare Patrol Projects: June 2014 Performance Report (OEI-02-14-00140) 
Virgin Islands – Department of Human Services, Senior Citizens Affairs, St. Croix 

In operation since: July 2005 

PERFORMANCE MEASURES 

1 Total number of active volunteers 

2 Total number of volunteer training hours 

3 Total number of volunteer work hours 

4 Number of media airings 5 Number of community outreach education events conducted 6 Estimated number of people reached by community outreach education events 

7 Number of group education sessions for beneficiaries 

8 Number of beneficiaries who attended group education sessions 

9 Number of one-on-one counseling sessions held with or on behalf of a beneficiary 

10 Total number of simple inquiries received 

11 Total number of simple inquiries resolved 12 Number of inquiries involving complex issues received 

13A Number of inquiries involving complex issues referred for further action 

13B Total dollar amount referred for further action 14 Number of complex issues resolved 15 Number of complex issues pending further action 

16 Cost avoidance on behalf of Medicare, Medicaid, beneficiaries, or others 17A Expected Medicare recoveries attributable to the projects 

17B Expected Medicaid recoveries attributable to the projects 

17C Actual savings to beneficiaries attributable to the projects 

17D Other savings attributable to the projects (e.g., Supplemental Insurance) 17A –17D Total savings attributable to the projects 

Performance Data for the Senior Medicare Patrol Projects: June 2014 Performance Report (OEI-02-14-00140) 
Washington – Office of the Insurance Commissioner, Tumwater 

In operation since: July 1999 

PERFORMANCE MEASURES 

1 Total number of active volunteers 

2 Total number of volunteer training hours 3 Total number of volunteer work hours 

4 Number of media airings 5 Number of community outreach education events conducted 

6 Estimated number of people reached by community outreach education events 

7 Number of group education sessions for beneficiaries 

8 Number of beneficiaries who attended group education sessions 

9 Number of one-on-one counseling sessions held with or on behalf of a beneficiary 10 Total number of simple inquiries received 

11 Total number of simple inquiries resolved 12 Number of inquiries involving complex issues received 

13A Number of inquiries involving complex issues referred for further action 

13B Total dollar amount referred for further action 14 Number of complex issues resolved 

15 Number of complex issues pending further action 

16 Cost avoidance on behalf of Medicare, Medicaid, beneficiaries, or others 17A Expected Medicare recoveries attributable to the projects 

17B Expected Medicaid recoveries attributable to the projects 

17C Actual savings to beneficiaries attributable to the projects 

17D Other savings attributable to the projects (e.g., Supplemental Insurance) 17A –17D Total savings attributable to the projects 

Performance Data for the Senior Medicare Patrol Projects: June 2014 Performance Report (OEI-02-14-00140) 
West Virginia – AARP Foundation, Charleston 

In operation since: July 2003 

PERFORMANCE MEASURES 

1 Total number of active volunteers 

2 Total number of volunteer training hours 3 Total number of volunteer work hours 4 Number of media airings 5 Number of community outreach education events conducted 

6 Estimated number of people reached by community outreach education events 

7 Number of group education sessions for beneficiaries 

8 Number of beneficiaries who attended group education sessions 9 Number of one-on-one counseling sessions held with or on behalf of a beneficiary 

10 Total number of simple inquiries received 

11 Total number of simple inquiries resolved 

12 Number of inquiries involving complex issues received 13A Number of inquiries involving complex issues referred for further action 13B Total dollar amount referred for further action 14 Number of complex issues resolved 

15 Number of complex issues pending further action 16 Cost avoidance on behalf of Medicare, Medicaid, beneficiaries, or others 17A Expected Medicare recoveries attributable to the projects 

17B Expected Medicaid recoveries attributable to the projects 

17C Actual savings to beneficiaries attributable to the projects 

17D Other savings attributable to the projects (e.g., Supplemental Insurance) 17A –17D Total savings attributable to the projects 

Performance Data for the Senior Medicare Patrol Projects: June 2014 Performance Report (OEI-02-14-00140) 
Wisconsin – Coalition of Wisconsin Aging Groups, Madison 

In operation since: July 1997 

PERFORMANCE MEASURES 

1 Total number of active volunteers 

2 Total number of volunteer training hours 

3 Total number of volunteer work hours 

4 Number of media airings 

5 Number of community outreach education events conducted 

6 Estimated number of people reached by community outreach education events 

7 Number of group education sessions for beneficiaries 

8 Number of beneficiaries who attended group education sessions 9 Number of one-on-one counseling sessions held with or on behalf of a beneficiary 

10 Total number of simple inquiries received 11 Total number of simple inquiries resolved 

12 Number of inquiries involving complex issues received 13A Number of inquiries involving complex issues referred for further action 

13B Total dollar amount referred for further action 14 Number of complex issues resolved 

15 Number of complex issues pending further action 

16 Cost avoidance on behalf of Medicare, Medicaid, beneficiaries, or others 17A Expected Medicare recoveries attributable to the projects 

17B Expected Medicaid recoveries attributable to the projects 

17C Actual savings to beneficiaries attributable to the projects 17D Other savings attributable to the projects (e.g., Supplemental Insurance) 17A –17D Total savings attributable to the projects 

Performance Data for the Senior Medicare Patrol Projects: June 2014 Performance Report (OEI-02-14-00140) 
Wyoming – Senior Citizens, Inc., Riverton 

In operation since: July 2000 

PERFORMANCE MEASURES 

1 Total number of active volunteers 

2 Total number of volunteer training hours 

3 Total number of volunteer work hours 

4 Number of media airings 

5 Number of community outreach education events conducted 

6 Estimated number of people reached by community outreach education events 

7 Number of group education sessions for beneficiaries 

8 Number of beneficiaries who attended group education sessions 9 Number of one-on-one counseling sessions held with or on behalf of a beneficiary 

10 Total number of simple inquiries received 

11 Total number of simple inquiries resolved 

12 Number of inquiries involving complex issues received 

13A Number of inquiries involving complex issues referred for further action 13B Total dollar amount referred for further action 

14 Number of complex issues resolved 15 Number of complex issues pending further action 

16 Cost avoidance on behalf of Medicare, Medicaid, beneficiaries, or others 

17A Expected Medicare recoveries attributable to the projects 

17B Expected Medicaid recoveries attributable to the projects 

17C Actual savings to beneficiaries attributable to the projects 

17D Other savings attributable to the projects (e.g., Supplemental Insurance) 17A –17D Total savings attributable to the projects 

Performance Data for the Senior Medicare Patrol Projects: June 2014 Performance Report (OEI-02-14-00140) 
 

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APPENDIX E 

Definitions of Performance Measures 

The following list includes the definitions of the performance measures for 

2013. 
 

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Definitions 

ACTIVE VOLUNTEER An individual who donates his or her time to assist with 

implementing the Senior Medicare Patrol (SMP) project. 

Volunteers are trained to perform project work, which is 

conducted during their personal time. They are not paid by 

anyone during the time they perform this work. 

VOLUNTEER TRAINING A formal gathering (e.g., in person, by teleconference, or 

by Web conference) sponsored for the purpose of teaching 

or retraining SMP project staff and/or volunteers who in 

turn will educate individuals to identify and report health 

care fraud, waste, and abuse. Training reportable to the 

Office of Inspector General does not include informal 

training mechanisms such as email updates or newsletters. 

MEDIA AIRING Any individual airing or publishing of media (e.g., print, 

radio, television, or electronic) to educate about 

Medicare/Medicaid fraud and the services of the 

SMP project. 

COMMUNITY OUTREACH/ An outreach and/or education activity conducted by 

EDUCATION EVENT	 SMP project staff or volunteers that is not a group 

education session, one-on-one session, or media airing. 

The purpose of such an event is to educate the public about 

health care fraud prevention, detection, and reporting, and 

the availability of project services in their area. 

GROUP EDUCATION A formal presentation led by SMP project staff or 

SESSION volunteers to educate beneficiaries, family members, 

caregivers, and others on detecting fraud, waste, and abuse 

in the health care system and services offered by the 

project. 
 

 

 

 

 

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ONE-ON-ONE COUNSELING A meeting between an SMP project representative and 

SESSION an individual beneficiary and/or his or her family or 

caregiver for the purpose of discussing or gathering 

information about potential health care fraud, error, 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 SMP 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. 

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 resolved by an SMP project, 

RESOLVED	 a Medicare contractor, an investigative agency, or another 

appropriate organization. 

COMPLEX ISSUE PENDING	 A complex issue—irrespective of when it was received 

FURTHER ACTION —that is still being investigated by either the SMP project 

or the entity to which the case was referred. 

COST AVOIDANCE	 Health care expenditures for which the Government, a 

beneficiary, or other entity (e.g., secondary health insurer 

or a pharmacy) was relieved of responsibility for payment 

as a result of the SMP project. 
 

 

 

 

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EXPECTED MEDICARE	 This amount represents actual and expected recoveries 

RECOVERIES	 from criminal actions, settlements, civil judgments, or 

overpayments that resulted from the referral. This applies 

to the amount of money that was ordered or agreed upon to 

be returned to Medicare, and may not reflect actual 

collections. Recoveries may also involve cases that include 

participation by a Medicare contractor or a law 

enforcement agency. 

EXPECTED MEDICAID	 This amount represents actual and expected recoveries 

RECOVERIES from criminal actions, settlements, civil judgments, or 

overpayments that resulted from the referral. This applies 

to the amount of money that was ordered or agreed upon to 

be returned to Medicaid, and may not reflect actual 

collections. Recoveries may also involve cases that include 

participation by a Medicaid Fraud Control Unit or a law 

enforcement agency. 

SAVINGS TO THE Money saved by or recouped to an individual as a result of 

BENEFICIARY the SMP project (e.g., copayments, deductibles, or any 

other out-of-pocket expenses). 

OTHER SAVINGS	 Money saved or recouped to an entity other than Medicare, 

Medicaid, or a beneficiary (e.g., secondary health insurer) 

as a result of the SMP project.