BILL ANALYSIS                                                                                                                                                                                                    �



                                                                  AB 670
                                                                  Page  1

          Date of Hearing:   April 23, 2013

              ASSEMBLY COMMITTEE ON BUSINESS, PROFESSIONS AND CONSUMER  
                                     PROTECTION
                              Richard S. Gordon, Chair
                    AB 670 (Atkins) - As Amended:  April 16, 2013
           
          SUBJECT  :   Pharmacy Law:  incentive payments.

           SUMMARY  :   Prohibits a pharmacist or pharmacy employer from  
          receiving compensation for recommending or replacing a patient's  
          originally prescribed drug with a therapeutic alternative,  
          unless the recommendation is part of a comprehensive medication  
          review.  Specifically,  this bill  :  

          1)Prohibits a pharmacist or pharmacy employer from receiving any  
            payment or other compensation, in the form of money or  
            otherwise, to specifically recommend or replace a patient's  
            originally prescribed drug product with a drug product that  
            does not have the same active ingredient as the originally  
            prescribed drug product, unless the recommendation is the  
            result of, and the payment is included in the reimbursement  
            for, the pharmacist performing a comprehensive medication  
            review (CMR), which includes a consultation with the patient. 

          2)States that this bill shall not be construed to prohibit  
            contracts that contain incentive plans that involve general  
            payments for consultation services that are not directly tied  
            to payments for recommending or replacing a specific drug  
            product.

           EXISTING STATE LAW  :

          1)Creates the California Board of Pharmacy (BOP), which  
            regulates the practice of pharmacy. (Business and Professions  
            Code (BPC) Sections 4000 et seq.)

          2)Prohibits any healing arts licensee from offering, delivering,  
            receiving, or accepting any rebate, refund, commission,  
            preference, patronage dividend, discount, or other  
            consideration, as compensation or inducement for referring  
            patients, clients, or customers to any person, as specified.  
            (BPC 650)  

          3)Prohibits a healing arts licensee from referring a person for  








                                                                  AB 670
                                                                  Page  2

            laboratory diagnostic nuclear medicine, radiation oncology,  
            physical therapy, physical rehabilitation, psychometric  
            testing, home infusion therapy, or diagnostic imaging goods or  
            services if the licensee or his or her immediate family has a  
            financial interest with the person or in the entity that  
            receives the referral. (BPC 650.01) 

          4)Permits a pharmacist filling a prescription order for a drug  
            prescribed by its brand name to substitute a generic version  
            or a different form of medication with the same active  
            chemical ingredient, unless the prescriber personally  
            indicates, either orally or in his or her own handwriting, not  
            to substitute.  (BPC 4052.5, 4073)

          5)Absolves the prescriber from any liability for an act or  
            omission by a pharmacist in selecting, preparing, or  
            dispensing an alternate generic drug or a different form of  
            medication with the same active chemical ingredient. (BPC  
            4073)

          6)Prohibits a pharmacist from substituting a generic drug or a  
            drug with the same active chemical ingredient unless the drug  
            costs the patient less than the prescribed drug. (BPC 4073)

          7)Declares that unprofessional conduct for a pharmacist includes  
            the following:

             a)   Acts or omissions that involve, in whole or in part, the  
               inappropriate exercise of his or her education, training,  
               or experience as a pharmacist, whether or not the act or  
               omission arises in the course of the practice of pharmacy  
               or the ownership, management, administration, or operation  
               of a pharmacy or other entity licensed by BOP;

             b)   Acts or omissions that involve, in whole or in part, the  
               failure to exercise or implement his or her best  
               professional judgment or corresponding responsibility with  
               regard to the dispensing or furnishing of controlled  
               substances, dangerous drugs, or dangerous devices, or with  
               regard to the provision of services; and,

             c)   Acts or omissions that involve, in whole or in part, the  
               failure to consult appropriate patient, prescription, and  
               other records pertaining to the performance of any pharmacy  
               function. (BPC 4306.5)








                                                                  AB 670
                                                                  Page  3


           EXISTING FEDERAL LAW:

           1)Requires Medicare Part D sponsors to provide Medication  
            Therapy Management (MTM) programs, which:

             a)   Shall ensure optimum therapeutic outcomes for targeted  
               beneficiaries through improved medication use;

             b)   Shall reduce the risk of adverse events;

             c)   Shall be developed in cooperation with licensed and  
               practicing pharmacists and physicians; and,

             d)   May be furnished by pharmacists or other qualified  
               providers. (42 Code of Federal Regulations (CFR) Section  
               423.153 (d))

          2)Requires an annual comprehensive medication review (CMR) and  
            quarterly targeted medication reviews (TMR) as part of an  
            approved MTM program. (42 CFR 423.153 (d), 2013 Call Letter,  
            and Chapter 7 of the Prescription Drug Benefit Manual)

           FISCAL EFFECT  :   Unknown

           COMMENTS  :   

           1)Purpose of this bill  .  This bill requires that a pharmacist  
            participating in an incentive program to promote therapeutic  
            drug replacements be paid only if the pharmacist conducts a  
            CMR, which is an extensive, documented review of all of the  
            patient's prescription and over-the-counter medication, with  
            an emphasis on patient education and self-management.  This  
            bill exempts payments for general consultative services that  
            are not tied to payments for recommending or replacing drugs.   
            Opponents contend that current law already contains patient  
            safeguards that allow a physician to prohibit drug  
            replacements and subject a pharmacist to a charge of  
            unprofessional conduct if he or she fails to use best  
            professional judgment in recommending a drug replacement.   
            This bill is sponsored by the California Medical Association.   
              

           2)Author's statement  .  According to the author, "Pharmacists are  
            highly regarded and valuable healthcare providers.  As part of  








                                                                  AB 670
                                                                  Page  4

            their responsibilities, pharmacists provide patients with  
            valuable consultation services to promote medication adherence  
            and help avoid drug contraindications.  Medicare and other  
            entities pay pharmacists for their consulting services.   
            During these consultations, pharmacists are allowed to suggest  
            or make, with prescriber approval, therapeutic substitutions  
            where they switch the prescribed drug for another drug that is  
            therapeutically similar but chemically different.  Prescribing  
            physicians routinely take alternative medication therapy  
            advice from pharmacists, often without question, for a number  
            of reasons, i.e. the pharmacist identified a patient's  
            possible interactions with other medications, or [the] plan  
            doesn't cover the medicine.

            "Unfortunately, while such substitutions are intended to be in  
            the best interest of the patient, the motivation of this  
            practice is compromised by the existence of financial  
            incentives, which are carved out fees specifically directed to  
            reward pharmacists for making therapeutic switches.  Over the  
            past several years, physicians have seen an increase in the  
            number of requests from pharmacists to authorize a therapeutic  
            switch.  Prescribers truly have no way of knowing if the  
            pharmacist is recommending the switch because it is best for  
            the patient, or because the pharmacist is being financially  
            induced?.

            "AB 670 reassures patients that any change made by a pharmacy  
            to their prescription medication is based on medical necessity  
            and professional judgment, and not because such a change is  
            rewarded with a financial incentive."

           3)Generic v therapeutic drug substitutions  .  

              a)   Generic substitutions  .  Current law permits a pharmacist  
               to substitute a generic drug for a prescribed brand name  
               drug without consulting the prescriber, but the pharmacist  
               must notify the patient.  A generic drug is approved by the  
               Food and Drug Administration (FDA) as identical to a  
               brand-name drug in active chemical ingredients, dosage  
               form, safety, strength, route of administration, quality,  
               performance characteristics, and intended use.  This is  
               considered a "therapeutically equivalent" substitution, and  
               is typically done to reduce costs.  Pharmacists cannot make  
               a generic substitution if the prescriber indicates verbally  
               or in writing not to substitute.   








                                                                  AB 670
                                                                  Page  5

                
              b)   Therapeutic substitutions  .  A "therapeutic substitution"  
               is one in which a different product is dispensed than the  
               one originally prescribed.  A pharmacist must consult with  
               the prescriber, and the prescriber must approve the  
               alternative and issue a new prescription.  The substituted  
               product is considered a "therapeutic alternative," which  
               means the drug contains a different active chemical  
               ingredient but is in the same pharmacological or  
               therapeutic class and has a similar therapeutic effect.  A  
               therapeutic substitution can occur between branded  
               products, between generic products, or between branded and  
               generic products.  A pharmacist may recommend a therapeutic  
               substitution to lower costs, to prevent adverse effects, or  
               to achieve more effective treatment.   Pharmacists cannot  
               suggest a therapeutic substitution if the prescriber  
               indicates verbally or in writing not to substitute.   
               Prescription forms often contain a "do not substitute" or  
               "dispense as written" checkbox for the use of the  
               physician.    

           4)Prescription management and incentive programs  .  Rising costs  
            have arguably priced some healthcare services outside the  
            reach of many Americans.  The Patient Protection and  
            Affordable Care Act (ACA) and Medicare are driving innovations  
            to reduce costs across the healthcare spectrum, allowing more  
            individuals to access services and maintain healthier  
            lifestyles.  The ACA and Medicare use incentives and penalties  
            to encourage meaningful use of electronic health records;  
            reduce emergency room visits, hospital readmissions, and  
            hospital infections; and link payment for services to better  
            quality outcomes.  Private insurers, pharmacies, and benefit  
            managers are also devising their own systems to optimize cost  
            savings and health, which may also include incentive programs.  
             The key question, then, is determining when an incentive has  
            unintended - and unacceptable - consequences.  
           
              a)   Medication Therapy Management (MTM)  .  The Medicare  
               Modernization Act of 2003 required that Medicare Part D  
               insurers provide MTM services to selected beneficiaries  
               with the goals of providing education, improving adherence,  
               or detecting adverse drug events and medication misuse.   
               MTM programs are approved by the Centers for Medicare and  
               Medicaid Services (CMS). 
                








                                                                 AB 670
                                                                  Page  6

                High risk individuals are targeted for MTM programs.  These  
               are individuals who: 

               i)     Have at least two or more of the following chronic  
                 conditions-osteoporosis, chronic obstructive pulmonary  
                 disease, chronic heart failure, diabetes or depression; 

               ii)    Are taking at least five Part D maintenance  
                 prescription medications; and 

               iii)   Will most likely incur high annual drug costs  
                 (anticipated to be approximately $3,144 per year or  
                 more). 

               These targeted beneficiaries may decline enrollment in MTM  
               programs or decline individual services within the program.  

                
                MTM consultations are covered under Medicare, and private  
               firms have surfaced to manage these programs.  These  
               providers work with pharmacies and healthcare payers to  
               identify potential medication-related concerns and suggest  
               improvements.  These firms input clinical and eligibility  
               information and mine patient data to recommend alternate  
               therapies based on clinical guidelines, detect patterns of  
               non-adherence, recommend alternatives to high-risk  
               medications, and identify areas for cost-efficacy  
               management.  Certain MTM programs have tied pharmacist  
               incentive payments to suggested medication changes as well.  

                
                MTM programs are required to provide the following: 1)  
               interventions for beneficiaries and prescribers, 2) CMRs,  
               and 3) TMRs.  

                i)     Interventions  .  An intervention with a prescriber is  
                 any action to change a prescription (e.g., changing the  
                 dosage, frequency, duration of a drug, discontinuing a  
                 drug, or switching a drug with another).  An interaction  
                 with a beneficiary is a discussion with the beneficiary  
                 to evaluate medication effects or the beneficiary's  
                 behaviors that may affect adherence (i.e., OTC meds, diet  
                 for interacting foods, etc.).

                ii)    Comprehensive medication review  :  MTMs are required  








                                                                  AB 670
                                                                  Page  7

                 to provide an annual CMR with written summaries in CMS'  
                 standardized format. A CMR is a systematic process of  
                 collecting patient-specific information on an annual  
                 basis, assessing medication therapies to identify  
                 medication-related problems, developing a prioritized  
                 list of medication-related problems, and creating a plan  
                 to resolve them with the patient, caregiver and/or  
                 prescriber. It is an interactive person-to-person  
                 consultation conducted between the patient and/or  
                 caregiver and the pharmacist, and is designed to improve  
                 patients' knowledge of their prescription,  
                 over-the-counter medications, herbal therapies and  
                 dietary supplements. CMR consultations also identify and  
                 address problems or concerns that patients may have, and  
                 empower patients to self-manage their medications and  
                 their health conditions.  Pharmacists frequently search  
                 for cost-saving solutions during these reviews. 
                
                 iii)   Targeted medication review  . MTMs are also required  
                 to conduct quarterly TMRs and follow-up interventions  
                 when necessary. A TMR is a less extensive evaluation than  
                 a CMR, used for ongoing monitoring to address specific or  
                 potential medication-related problems and assess  
                 medication use, monitor whether any unresolved issues  
                 need attention, determine if new drug therapy problems  
                 have arisen, or assess if the beneficiary has experienced  
                 a transition in care.  These assessments may be  
                 person-to-person or system generated.  

            This bill does not prohibit the compensation of pharmacists  
            pursuant to a MTM program, but requires that if the pharmacist  
            is to receive compensation, a CMR must be completed pursuant  
            to each suggestion for a therapeutic substitution.  This bill  
            also does not prohibit incentive plans that provide  
            compensation for consulting services, as long as those  
            payments are not tied to specific drug recommendations or  
            replacements.     
                
            5)Existing safeguards  .  There are already a number of safeguards  
            in place to prevent pharmacists from recommending an  
            inappropriate therapeutic substitution:

             a)   A doctor must review a pharmacist's request for a  
               therapeutic substitution and, if there is agreement, the  
               doctor must write a new prescription.








                                                                  AB 670
                                                                  Page  8


             b)   A doctor may instruct a pharmacist not to make any  
               substitutions to a prescription. (BPC 4052.5, BPC 4073)

             c)   A pharmacist's license would be in jeopardy if he or she  
               failed to exercise his or her best professional judgment in  
               dispensing a drug or suggesting a substitution, which would  
               include failing to consult with a patient, the patient's  
               records, prescription records, or other relevant  
               information pertaining to the performance of any pharmacy  
               function.  (BPC 4306.5)   
           
             According to the BOP, it has not received any complaints about  
            pharmacists making inappropriate substitution recommendations  
            in the past three years.  Additionally, no evidence has been  
            provided to the Committee to show that inappropriate  
            substitutions have been occurring in significant numbers or  
            that existing safeguards are insufficient. 

           6)Questions for the Committee  .  The Committee may wish to  
            consider whether or not current safeguards against undue  
            influence are sufficient, and if additional restrictions are  
            warranted. 

          Furthermore, the Committee may also wish to consider whether or  
            not the CMR process required by this bill is the best format.  
            CMRs are designed as an annual review for a high risk segment  
            of the population, and as such they may not be the most  
            efficient tool for working with the majority of pharmacy  
            customers.  The Committee may wish to inquire of the author  
            whether or not a TMR would be a more appropriate format for  
            consultation.  

            The Committee may also wish to consider whether or not it  
            would be useful to require that a pharmacist disclose to a  
            patient and prescriber that the pharmacist is recommending a  
            substitution which may result in financial compensation to the  
            pharmacist.  This "disclosure" approach would sidestep  
            concerns about further interfering with MTMs under Medicare  
            and avoid the problem of trying to determine the motivation  
            behind a pharmacist's recommendations. 

           7)Technical amendment  . On page 2, line 9, add "or replacement"  
            after "recommendation." 









                                                                  AB 670
                                                                  Page  9

           8)Arguments in support  .  The Medical Oncology Association of  
            Southern California writes, "While therapeutic substitution  
            and medication management may be appropriate in some  
            circumstances, allowing a health care professional to be  
            compensated for choosing one drug over another does not.   
            These payments introduce a financial conflict into a process  
            that should be solely focused on the needs of the patient."     

                
            9)Arguments in opposition  .  The California Pharmacists  
            Association writes, "It is important to note that pharmacists  
            - the individuals who act on potential or observed medication  
            problems based on their professional judgment - do not  
            actually receive payment for MTM services.  Payments are made  
            to pharmacies.  The 'incentive' for the pharmacist to  
            recommend one drug be replaced with another in order to  
            receive a reimbursement does not exist.  Additionally, with  
            the exception of generic substitutions, pharmacists cannot  
            adjust, interchange, or discontinue a prescription unless the  
            prescriber approves the action or the pharmacist has standing  
            protocols with a physician or health facility."

           10)Previous legislation  .  AB 1960 (Pavley) of 2004 would have  
            required pharmacy benefit managers (PBMs) to make various  
            disclosures to purchasers and prospective purchasers of PBM  
            services.  It would have also required PBM contracts to  
            include certain provisions and prohibit PBMs from substituting  
            medications unless certain conditions are met.  AB 1960 was  
            vetoed by the Governor.     

          SB 1504 (Ridley-Thomas) of 2008 would have prohibited a  
            pharmacist filling certain prescription orders for an  
            antiepileptic drug or formulation of an antiepileptic drug,  
            prescribed by its trade, brand, or generic name for the  
            treatment or prevention of epileptic seizures, from  
            substituting a drug product without prior notification of the  
            prescriber and the signed consent of the patient or the  
            patient's parent, legal guardian, or spouse.  SB 1504 was held  
            in the Senate Business, Professions, and Economic Development  
            Committee.   
           
          REGISTERED SUPPORT / OPPOSITION  :   

           Support 
           








                                                                  AB 670
                                                                  Page  10

          California Medical Association (sponsor)
          American Academy of Private Physicians
          American Russian Medical Association
          BayBio 
          BIOCOM
          California Academy of Physician Assistants
          California Healthcare Institute
          Immune Deficiency Foundation
          Los Angeles County Medical Association
          Lupus Foundation of Southern California
          Medical Oncology Association of Southern California
          Myositis Association
          National Council of Asian Pacific Islander Physicians
          Neuropathy Action Foundation
          Osteopathic Physicians and Surgeons of California

           Opposition 
           
          Blue Shield of California
          California Hospital Association
          California Pharmacists Association
          California Retailers Association
          Engineers and Scientists of California, IFPTE Local 20, IFL-CIO
          National Association of Chain Drug Stores
          United Food and Commercial Workers Western States Council
           

          Analysis Prepared by  :  Sarah Huchel / B.,P. & C.P. / (916)  
          319-3301