Referral Form

Logan & Associates Referral Portal

New Case Resource Guide & Referral In-Take

Your primary points of contact for support:

Scott Mattingly, Director of Sales
Phone: 704-402-7227
Email: smattingly@medivest.com

Cortney Perez, Sales Support Specialist
Phone: 877.725.2467 x7014
Email: cperez@medivest.com

Instructions for mailing MSA initial seed and annuity payment checks:

Make checks payable to Medivest Benefit Advisors, Inc. FBO (applicant name).

Send regular mail to:
P.O. Box 23910
Santa Barbara, CA 93121

Overnight shipping address:
8 East Arrellaga Street
Santa Barbara, CA 93101

Reference Materials

Medivest Resource Guide (click to download). Contains the following :

1) LMSA Timeline

2) New Case Resource Guide

3) Lien Resolution Flowchart

4) LMSA Flowchart

5) Professional Administration Flowchart

6) Who is Medivest Flyer

7) Professional Administration Flyer (Spanish)

8) New Member Flyer (Spanish)

Reference Videos


For the latest news, updates, and commentary on Medicare Secondary Payer issues visit the Medivest Blog. Read up on these current topics being discussed:

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