BILL ANALYSIS                                                                                                                                                                                                    



                                                                       


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          |SENATE RULES COMMITTEE            |                   SB 969|
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                                 THIRD READING


          Bill No:  SB 969
          Author:   Bowen (D), et al
          Amended:  5/8/03
          Vote:     21

           
           SENATE BUSINESS & PROFESSIONS COMMITTEE  :  6-0, 4/28/03
          AYES:  Figueroa, Aanestad, Brulte, Cedillo, Machado, Murray

           SENATE APPROPRIATIONS COMMITTEE  :  Senate Rule 28.8


           SUBJECT  :    Telephone medical advice services

           SOURCE  :     Author


           DIGEST  :    This bill applies the current definition of  
          telephone medical advice" to health care service plans, and  
          further defines as including assessment, evaluation, or  
          advice to patients or their family members.  Also, requires  
          health plans to use licensed health care practitioners to  
          provide telephone medical advice and prohibits unlicensed  
          health plan staff or staff of a telephone medical advice  
          service from using titles or designations that would  
          mislead a person to believe that they are a licensed health  
          professional.  Permits, however, unlicensed staff to ask  
          questions so that a patient can be properly referred to a  
          licensed practitioner as long as they do not attempt to  
          assess, evaluate or advise a patient.

           ANALYSIS  :    

           Existing Law
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           1.Provides for the licensing and regulation of health care  
            service plans by the State Department of Managed Health  
            Care.

          2.Requires that every health care service plan that  
            provides, operates, or contracts for in-state and  
            out-of-state telephone medical advice services for its  
            enrollees and subscribers to register with the Telephone  
            Medical Advice Services Bureau under the State Department  
            of Consumer Affairs, as specified.

          3.Requires staff providing telephone medical advice  
            services for full service health care service plans, to  
            hold a valid California license as a registered nurse, or  
            a valid license in the state within which they provide  
            the services as a physician and surgeon, or physician  
            assistant, and that they are operating consistent with  
            the laws governing their respective scopes of practice.

          4.Requires staff providing telephone medical advice  
            services for specialized health care service plans that  
            are providing, operating, or contracting for these  
            services in California, to be licensed, registered or  
            certified as the respective health care practitioner  
            within California, and are operating consistent with the  
            laws governing their respective scopes of practice.

          5.Requires staff providing telephone medical advice  
            services for specialized health care service plans that  
            are providing, operating, or contracting for these  
            services out-of-state, to be licensed, registered or  
            certified as the respective health care practitioner  
            within the state they are providing such services and  
            operating consistent with the laws governing their  
            respective scopes of practice.

          6.Requires registered nurses providing telephone medical  
            advice services to both in-state and out-of-state  
            specialized health care plans to hold a valid California  
            license.

          7.Defines "telephone medical advice," for purposes of any  
            business entity providing telephone medical advice, as a  







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            telephonic communication between a patient and a health  
            care professional, wherein the health care professional's  
            primary function is to provide to the patient a  
            telephonic response to the patient's questions regarding  
            his or her or a family member's medical care or  
            treatment.

          This bill:

          1.Requires a health care service plan that provides,  
            operates, or contracts for telephone medical advice  
            services to ensure that only staff who are licensed,  
            certified or registered in a specified health care  
            profession provide medical advice to an enrollee or a  
            subscriber.

          2.Allows unlicensed staff members to ask questions on  
            behalf of licensed 
          staff in order to ascertain the condition of the patient  
            for purposes of referring the patient to the appropriate  
            licensed practitioner.

          3.Restricts unlicensed staff members from using answers  
            given in response to their questions to assess, evaluate,  
            advise, or make any decision regarding the condition of  
            the patient, or to provide advice or schedule  
            appointments based on those answers.

          4.Requires a health care service plan or a telephone  
            medical advice service to ensure that no staff member  
            uses a title or designation that would cause a reasonable  
            person to believe the staff member is licensed, certified  
            or registered as a specified type of health care  
            professional unless the person meets those requirements.

          5.Defines "telephone medical advice," for purposes of  
            health care service plans,  as a means of telephonic  
            communication between a patient and a health care  
            professional, wherein the health care professional's  
            primary function is to provide to the patient a  
            telephonic response to the patient's questions regarding  
            his or her or a family member's medical care or  
            treatment.








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          6.States that "telephone medical advice" includes  
            assessment, evaluation, referral, or advice to patients  
            or their family members.

           Comments

           According to the author's office, the purpose of this  
          measure is to deal with health care service plans, such as  
          Kaiser Permanente, that are using their call takers (i.e.,  
          so called "Health Care Specialists") to assess, evaluate,  
          and advise patients who contact their call centers.  These  
          persons are not licensed healthcare professionals and are  
          in effect providing medical advice and assessing a  
          patient's condition.  By providing a clearer definition of  
          "medical advice" this will assure that unlicensed persons  
          will immediately refer patients to an appropriate licensed  
          health care professional so they can receive the  
          appropriate assessment, evaluation, or advice to patients  
          or their family members.  Also this bill, as the author's  
          office indicates, will prevent persons from using  
          misleading titles which imply that they are licensed health  
          care professionals.

           Related Legislation

          AB 1392 (Bermudez) - 2003-04 Session  .  Authorizes the State  
          Department of Consumer Affairs (DCA) to suspend, revoke, or  
          discipline a Telephone Medical Advice Services provider  
          registered with DCA, if the registrant provides financial  
          incentives to employees for limiting a patients access to  
          health care. 

           FISCAL EFFECT  :    Appropriation:  No   Fiscal Com.:  Yes    
          Local:  Yes

           SUPPORT  :   (Verified  5/19/03)

          American Nurses Association of California
          California Alliance for Consumer Protection
          California Nurses Association
          Congress of California Seniors
          Kaiser Permanente (if amended)

           ARGUMENTS IN SUPPORT  :    The California Nurses Association  







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          (CNA) strongly supports this measure and indicates that it  
          will provide additional consumer protections for patients  
          that access health plan "call centers" for medical advice  
          or for the advice nurse.  CNA argues that the current law  
          doesn't provide a clear definition of what constitutes  
          medical advice and as a result, often times non-medically  
          licensed call center operators are charged with assessing a  
          patient's medical condition and making determinations about  
          if and when callers need to talk or see a nurse or doctor  
          and in some instances these could involve decisions that  
          could be life threatening to patients.  As further argued,  
          the changes provided in this bill will provide important  
          protections for patients, especially for elderly patients  
          who may not have family advocates to assist them in  
          obtaining needed health care services.


          CP:cm  5/19/03   Senate Floor Analyses 

                         SUPPORT/OPPOSITION:  SEE ABOVE

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