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Medicare Current Beneficiary Survey (MCBS)
If you have been contacted to participate in the Medicare Current Beneficiary
Survey (MCBS) and would like to verify your selection in this study, please
visit our MCBS Respondent Page or contact NORC toll-tree at 1(844)777-2151.
If a NORC interviewer has contacted you and you would like to verify their
identification, please visit the NORC Respondent Care Center.
MCBS OVERVIEW
The Medicare Current Beneficiary Survey (MCBS), sponsored by the Centers for
Medicare & Medicaid Services Office of Enterprise Data and Analytics (OEDA)
through a contract with NORC at the University of Chicago is a continuous,
in-person, longitudinal survey of a representative national sample of the
Medicare population. The central goals of the MCBS are to determine expenditures
and sources of payment for all services used by Medicare beneficiaries,
including co-payments, deductibles, and non-covered services; to ascertain all
types of health insurance coverage and relate coverage to sources of payment;
and to trace outcomes over time, such as changes in health status and spending
down to Medicaid eligibility and the impacts of Medicare program changes on
satisfaction with care and usual source of care. The MCBS provides valuable
information on health outcomes and social determinants of health not available
in the administrative program data.
The MCBS releases two Limited Data Set (LDS) Files annually as well as an annual
MCBS Chartbook of key estimates from the survey. All research requests for
limited access data require a Data Use Agreement (DUA) and can be requested
through the process outlined here: Limited Data Set (LDS) Files. Additionally,
the MCBS releases numerous Public Use Files (PUFs) and accompanying
documentation free for download on the MCBS PUF page. For additional
information on the differences between these types of files, please visit
Research Data Assistance Center (ResDAC) here: Differences between RIF, LDS, and
PUF Data Files.
MCBS SURVEY FILE (LDS) 2015-2021 NOW AVAILABLE, 2022 AVAILABLE SUMMER 2024
The MCBS Survey File contains survey collected data augmented with
administrative data to allow for analysis regarding the beneficiaries’ health
status, access to health care, satisfaction with health care and usual source of
care. The following information is contained in the MCBS Survey File:
Beneficiary Demographics, Household Characteristics, Access to Care,
Satisfaction with Care, Usual Source of Care, Health Insurance Timeline (shows
types of insurances, the coverage eligibility, and what is covered), Health
Status and Functioning and other topical survey sections like Medical
Conditions, Health Behaviors, Preventive Services, Interview Characteristics,
Beneficiary Knowledge of the Medicare Program, Residence Timeline, Facility
Characteristics, and Beneficiary Income and Assets. This file also includes
summarized administrative FFS utilization data and research claims which contain
limited FFS claims content for those beneficiaries enrolled in FFS Medicare. The
MCBS Survey File (LDS) is released 12-15 months after the end of data
collection, and can be ordered here: Limited Data Set (LDS) Files.
MCBS SURVEY FILE PUF 2013, 2015-2021 NOW AVAILABLE, 2022 AVAILABLE FALL 2024
The MCBS Survey File PUF provides a publicly available MCBS file for researchers
interested in the health, health care use, access to and satisfaction with care
for Medicare beneficiaries, while providing the very highest degree of
protection to the Medicare beneficiaries’ protected health information. The MCBS
Survey File PUF is prepared from data collected from Medicare beneficiaries
living in the community and contains standard demographic variables, such as age
categories, race/ethnicity, and gender, as well as information about health
conditions, access to and satisfaction with care, type of insurance coverage,
and summarized information on some types of utilization. The MCBS Survey File
PUF is available free for download, along with its accompanying documentation on
the MCBS PUF page. This file is released approximately 3 months after the MCBS
Survey File (LDS) is available.
MCBS COST SUPPLEMENT FILE (LDS) 2015-2021 NOW AVAILABLE, 2022 AVAILABLE FALL
2024
The MCBS Cost Supplement links Medicare claims to survey-reported events and
provides complete expenditure and source of payment data on all health care
services, including those not covered by Medicare reported by our survey
beneficiaries. Expenditure data were developed through a reconciliation process
that combines information from survey respondents and Medicare administrative
files. The process produces a comprehensive picture of health services received,
amounts paid, and sources of payment. Linking this file to the MCBS Survey file
can support a broader range of research and policy analyses on the Medicare
population than would be possible using either survey data or administrative
claims data alone. Survey-reported data include information on the use and cost
of all types of medical services including inpatient hospitalizations,
outpatient hospital care, physician services, home health care, durable medical
equipment, skilled nursing home services, hospice care, and other medical
services. The Cost Supplement File (LDS) is released 15-18 months after the
administrative claims data is available, and can be ordered here: Limited Data
Set (LDS) Files.
MCBS COST SUPPLEMENT FILE PUF 2018-2021 NOW AVAILABLE, 2022 AVAILABLE WINTER
2024
The MCBS Cost Supplement File PUF includes data that links Medicare claims to
survey-reported health care events and provides summarized expenditure and
source of payment data on all health care services, including those not covered
by Medicare. The MCBS Cost Supplement File PUF is available free for download,
along with its accompanying documentation on the MCBS PUF page. This file is
released approximately 3 months after the MCBS Cost Supplement File (LDS) is
available.
MCBS COVID-19 PUF 2021 WINTER NOW AVAILABLE
The MCBS COVID-19 Supplement public use file provides a publicly available MCBS
file for researchers interested in the experiences of Medicare beneficiaries
during the COVID-19 pandemic. The file provides information not available in the
CMS administrative data on such things as telehealth availability,
computer/internet access, and health care while providing the very highest
degree of protection to the Medicare beneficiaries’ protected health
information. The MCBS COVID-19 PUF is prepared from data collected from Medicare
beneficiaries living in the community and contains standard demographic
variables, such as age categories, race/ethnicity, and gender. The MCBS COVID-19
PUF is available free for download, along with its accompanying documentation on
the MCBS PUF page. After Winter 2021, a subset of the COVID-19 Community
Supplement items will be integrated into the main MCBS questionnaire.
--------------------------------------------------------------------------------
MCBS TUTORIALS
* MCBS New User Tutorial (PDF)
* MCBS Advanced Tutorial on Using Community and Facility Data (PDF)
* MCBS Advanced Tutorial on Weighting and Variance Estimation (PDF)
* MCBS Advanced Tutorial on the COVID-19 Supplemental Data (PDF)
* MCBS Advanced Tutorial on Longitudinal Analysis (PDF)
* MCBS Advanced Tutorial on Pooled Cross-Sectional Analysis (PDF)
--------------------------------------------------------------------------------
The Medicare Current Beneficiary Survey is authorized by section 1875 (42 USC
139511) of the Social Security Act and is conducted by NORC for the U.S.
Department of Health and Human Services. The OMB Number for this survey is
0938-0568 and expires 08/31/2025.
If you have questions or feedback regarding use of the MCBS data, please email
us at MCBS@cms.hhs.gov.
RELATED LINKS
* MCBS Respondent Page (NORC)
* Data Disclosures and Data Use Agreements (DUAs)
* Ordering Medicare Current Beneficiary Survey (MCBS) LDS Data
Page Last Modified:
02/23/2024 03:06 PM
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