Medicare: Other Insurance and Assistance Programs (CPA)

Est. Study Time: 3 hours
6 CPE Credits


This interactive course, organized into topic-specific modules, provides advanced learners with in-depth information on how Medicare works with other types of insurances, and how to navigate enrollment into low-income assistance programs. You will learn about Medicare coordination of benefits and how to screen Medicare beneficiaries for low-income assistance programs. Includes 18 Supplemental Fact Sheets that provide important information and can be downloaded and kept as a reference. Topic-specific modules include: Module 1 - Medicare and Employer Insurance, Module 2 - Medicare and Other Insurance, Module 3 - Medicare and Medicaid, Module 4 - Medicare Assistance Programs. Worth 6 Technical CPE Credits (CPA/NASBA).
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Learning Objectives

  • *Updated in 2020
  • Explain what coordination of benefits means and differentiate between primary and secondary insurance
  • Determine when beneficiary’s current employee insurance pays primary or secondary to Medicare
  • Understand how retiree insurance, COBRA insurance, and Federal Employee Health Benefits (FEHB) coordinate with Medicare
  • Advise beneficiaries about when they may or may not want to delay Medicare enrollment
  • Understand how military benefits coordinate with Medicare, including TRICARE, TRICARE for Life, and Veterans Affairs (VA) Benefits
  • Explain how liability insurance, no-fault insurance, and workers’ compensation work with Medicare
  • Discuss the basics of long-term care and dental insurance
  • Recognize how Health Insurance Marketplaces may affect Medicare beneficiaries
  • Explain what Medicaid is and what makes someone eligible
  • Understand how to apply for Medicaid
  • Discuss the services Medicaid covers
  • Help beneficiaries’ transition among different types of Medicaid
  • Discuss Medicare Savings Programs and how to screen for them
  • Understand the federal Extra Help drug subsidy
  • Seek out state-specific assistance programs
  • Help beneficiaries apply for an array of programs

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Earning credits with VTR Learning is easy. Simply purchase one of our self-paced courses and complete it within a year. Afterward, you will be given a certificate of completion, which contains a code to submit to your certifying organization.

Can I earn free credits?

Yes, you can! For each organization we serve, we offer at least one free course, which can be found at the top of the Shop page. Once you have completed a course, whether free or paid, your certificate of completion will be available under “My Courses”.

How quickly do I receive my credits after completing a course?

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How long do I have to complete my course?

You have one year after beginning your course to complete it. After that year, your course will close automatically and no progress will be permitted.

What happens if I fail my course?

Your course will reset and you will be allowed to retake the course until you have met the passing requirements.

Do I earn a certificate of completion?

If you are looking to recertify with HRCI, SHRM, APA, and NASBA/AICPA, we offer a certificate of completion that can be used to redeem continuing education credit with these organizations. However, our courses are not accredited stand-alone and are not a certification in any way.
Field of Study: Specialized Knowledge - Prerequisites & Advanced Preparation: None - CPE Credit Type: Technical - Delivery Method: QAS Self Study - For more information regarding administrative policies such as complaint and refund, please contact our Customer Success team at or visit our Help webpage.

CPA: VTR is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: This program is valid for 6 CPEs.