BILL ANALYSIS ------------------------------------------------------------ |SENATE RULES COMMITTEE | SB 969| |Office of Senate Floor Analyses | | |1020 N Street, Suite 524 | | |(916) 445-6614 Fax: (916) | | |327-4478 | | ------------------------------------------------------------ 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 CONTINUED SB 969 Page 2 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 SB 969 Page 3 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. SB 969 Page 4 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 SB 969 Page 5 (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 **** END ****