BILL ANALYSIS                                                                                                                                                                                                    �



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          Date of Hearing:   April 30, 2013

              ASSEMBLY COMMITTEE ON BUSINESS, PROFESSIONS AND CONSUMER  
                                     PROTECTION
                              Richard S. Gordon, Chair
            AB 1000 (Wieckowski and Maienschein) - As Amended:  April 25,  
                                        2013
           
          SUBJECT  :   Physical therapists: direct access to services:  
          professional corporations.

           SUMMARY  :   This bill allows patients to directly access physical  
          therapy services for 45 calendar days or 12 visits, whichever  
          comes first, after which the patient must get approval through  
          the physical therapist's plan of care and an in-person  
          examination by a physician and surgeon or podiatrist, and  
          expands the types of licensed professionals permitted to work  
          for a professional corporation, as specified.  Specifically,  
           this bill  :  

          1)Requires a  physician and surgeon, podiatrist, or other  
            referring practitioner who refers a patient to receive  
            services by a physical therapist (PT) employed by a  
            professional corporation to comply with existing law regarding  
            financial arrangements for referrals, and requires the  
            referring practitioner to provide notice of the following to  
            the patient, orally and in writing, in a least 14-point type  
            and signed by the patient:

             a)   That the patient may seek physical therapy treatment  
               services from a physical therapy provider of his or her  
               choice who may not necessarily be employed by the medical  
               or podiatry corporation; and,

             b)   If the patient chooses to be treated by an employed PT,  
               any financial interest the referring practitioner has in  
               the corporation.

          2)Permits a person to initiate physical therapy treatment  
            directly from a licensed PT if the treatment is within the  
            scope of practice of PTs and all of the following conditions  
            are met:

             a)   If, at any time, the PT has reason to believe that the  
               patient has signs or symptoms of a condition that requires  








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               treatment beyond the scope of practice of a PT, or the  
               patient is not progressing toward documented treatment  
               goals as demonstrated by objective, measurable or  
               functional improvement, the PT shall refer the patient to a  
               physician and surgeon, dentist, podiatrist, or  
               chiropractor, as appropriate;

             b)   The PT shall comply with laws relating to his or her  
               title, as specified, and shall disclose to the patient any  
               financial interest he or she has in treating the patient  
               and, if working in a physical therapy corporation, shall  
               comply with existing law regarding financial arrangements  
               for referrals, as specified;

             c)   With the patient's written authorization, the PT shall  
               notify the patient's physician and surgeon, if any, that  
               the PT is treating the patient; and,

             d)   The PT shall not continue treating the patient beyond 45  
               calendar days or 12 visits, whichever occurs first, without  
               receiving, from a physician and surgeon or a podiatrist,  
               and acting within his or her scope of practice, a dated  
               signature on the PT's plan of care indicating approval.   
               Approval of the PT's plan of care shall include an  
               in-person patient examination and evaluation of the  
               patient's condition and, if indicated, testing by the  
               physician and surgeon or podiatrist. 

          3)States that the 45 calendar day or 12 visit conditions do not  
            apply to a PT when he or she is only providing wellness  
            physical therapy services to a patient, as specified.

          4)Clarifies that this bill does not expand or modify the scope  
            of practice for PTs, including the prohibition on a physical  
            therapist diagnosing a disease.

          5)States that this bill does not require a health care service  
            plan or insurer to provide coverage for services rendered to a  
            patient who directly accessed the services of a PT.

          6)Requires a PT to provide the following notice to a person  
            initiating physical therapy treatment services directly but  
            before providing those services, orally and in writing, in at  
            least 14-point type and signed by the patient:









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            "Direct Physical Therapy Treatment Services

            "You are receiving direct physical therapy treatment services  
            from an individual who is a physical therapist licensed by the  
            Physical Therapy Board of California.

            "Under California law, you may continue to receive direct  
            physical therapy treatment services for a period of up to 45  
            calendar days or 12 visits, whichever occurs first, after  
            which time a physical therapist may continue providing you  
            with physical therapy treatment only after receiving, from a  
            person holding a physician and surgeon's certificate issued by  
            the Medical Board of California or by the Osteopathic Medical  
            Board of California, or from a person holding a certificate to  
            practice podiatric medicine from the California Board of  
            Podiatric Medicine and acting within his or her scope of  
            practice, a dated signature on the physical therapist's plan  
            of care indicating approval of the physical therapist's plan  
            of care and that an in-person patient examination and  
            evaluation was conducted by the physician and surgeon or  
            podiatrist. 

            "____________________________
            Patient's Signature/Date" 

          7)States that violation of these provisions constitutes  
            unprofessional conduct.

          8)States that existing law which provides for the types of  
            licensees a professional corporation may employ as  
            shareholders, officers, directors, or a professional employee,  
            as specified, does not limit employment by a professional  
            corporation to only those professions specifically designated.  
             

          9)Permits any person licensed under the Business and Professions  
            Code (BPC), the Chiropractic Act, or the Osteopathic Act to be  
            employed to render professional services by a professional  
            corporation, as specified.

          10)Makes technical and conforming changes.

          11)Makes Legislative findings and declarations.

           EXISTING LAW  :








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          1)Establishes the Physical Therapy Act (Act), which is enforced  
            by the Physical Therapy Board of California (PTB), to license  
            and regulate the practice of PTs.  (BPC Section 2600 et seq.)

          2)Defines physical therapy as the art and science of physical or  
            corrective rehabilitation or of physical or corrective  
            treatment of any bodily or mental condition of any person by  
            the use of the physical, chemical, and other properties of  
            heat, light, water, electricity, sound, massage, and active,  
            passive, and resistive exercise, and shall include physical  
            therapy evaluation, treatment planning, instruction and  
            consultative services. (BPC 2620)

          3)Provides that the practice of physical therapy includes the  
            promotion and maintenance of physical fitness to enhance the  
            bodily movement related health and wellness of individuals  
            through the use of physical therapy interventions.  (BPC 2620)

          4)Specifies that the use of roentgen rays and radioactive  
            materials, for diagnostic and therapeutic purposes, and the  
            use of electricity for surgical purposes, including  
            cauterization, are not authorized under the term "physical  
            therapy."  (BPC 2620)

          5)Indicates that a physical therapy license does not authorize  
            the diagnosis of disease.  (BPC 2620)

          6)Provides that an applicant for a physical therapy license must  
            be a graduate of a professional degree program of an  
            accredited postsecondary institution/s approved by the PTB,  
            and must complete academic coursework and clinical internship  
            in physical therapy.  (BPC 2650)

          7)Permits a PT to perform tissue penetration for the purpose of  
            evaluating neuromuscular performance upon specified  
            authorization of a physician and surgeon, but prohibits the PT  
            from developing or making diagnostic or prognostic  
            interpretations from the data obtained.   (BPC 2620.5)

          8)Establishes the Moscone-Knox Professional Corporation Act  
            (Moscone-Knox Act) which regulates the formation and operation  
            of professional corporations, and defines a professional  
            corporation as a corporation organized under the general  
            corporation law, as specified, or a corporation that is  








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            engaged in rendering professional services in a single  
            profession.  (Corporations Code (CORP) Section 13400 et seq.)

          9)Specifies in the Moscone-Knox Act that certain licensed  
            persons may be shareholders, officers, directors or  
            professional employees of professional corporations controlled  
            by licensed persons of a different profession so long as the  
            sum of all shares owned by those certain licensed persons does  
            not exceed 49% of the total number of shares of the  
            professional corporation, and so long as the number of those  
            certain licensed persons owning shares in the professional  
            corporation does not exceed the number of persons licensed by  
            the governmental agency regulating the designated professional  
            corporation.  (CORP 13401.5)

          10)Permits the payment or receipt of consideration for services  
            other than the referral of patients which is based on a  
            percentage of gross revenue or similar type of contractual  
            arrangement as long as the consideration is commensurate with  
            the value of the services rendered or with the fair rental  
            value of any premises or equipment leased or provided by the  
            recipient to the payer. (BPC 650 (b))

          11)Prohibits a professional corporation from forming that may  
            violate any law or any applicable rules and regulations  
            relating to fee splitting, kickbacks, or other similar  
            practices by physicians and surgeons or psychologists,  
            including, but not limited to BPC 650; and provides that a  
            violation of any such provision is grounds for the suspension  
            or revocation of the certificate of registration of the  
            professional corporation. (CORP 13408.5)

           FISCAL EFFECT  :   Unknown

           COMMENTS  :   

           1)Purpose of this bill  .  This bill will allow consumers to have  
            direct access without physician referral to a PT for treatment  
            for up to 45 calendar days or 12 visits, whichever comes  
            first.  It also authorizes the creation of a professional  
            physical therapy corporation, and generally permits any  
            healing arts licensee to be a shareholder, officer, director,  
            or professional employee of an authorized professional  
            corporation.  AB 1000 aims to represent the reconciled  
            interests of certain physician, orthopedic physician, and  








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            physical therapist groups as they relate to direct access to  
            physical therapy and employment in professional corporations.   
            This bill is sponsored by the California Physical Therapy  
            Association.   

           2)Author's statement  .  According to the author, "This bill is  
            about patient choice, access and affordability.  Direct Access  
            to physical therapists would help streamline and reduce costs  
            for health care delivery in California. Seniors, low income  
            individuals and patients with chronic conditions, will be  
            guaranteed the choice for immediate and cost affective care  
            under this proposal.  In a time of severe physician shortage,  
            patients with chronic conditions will not be taking up  
            valuable time of, or incurring the cost of seeing an  
            additional healthcare provider before beginning treatment.   
            Additionally, some provisions of this bill are needed to  
            clarify that licensed allied health professionals may be  
            employed by a professional corporation."  

           3)The practice of physical therapy  .  The Act defines the  
            practice of physical therapy as "the art and science of  
            physical or corrective rehabilitation or of physical or  
            corrective treatment of any bodily or mental condition of any  
            person by the use of the physical, chemical, and other  
            properties of heat, light, water, electricity, sound, massage,  
            and active, passive, and resistive exercise, and shall include  
            physical therapy evaluation, treatment planning, instruction  
            and consultative services."  Physical therapy also includes  
            the promotion and maintenance of physical fitness to enhance  
            the bodily movement related health and wellness.  A PT may  
            evaluate, plan treatment, instruct and consult, but may not  
            diagnose.   


            To obtain a California license, a PT applicant must complete  
            an accredited four-to-six-year college program which includes  
            studies in basic medical sciences and biology, as well as  
            clinical experience.  The curriculum focuses on the evaluation  
            and treatment of the heart, lungs, muscles, bones, and the  
            nervous system. A PT applicant must pass both a national  
            physical therapy examination and a California examination on  
            physical therapy laws and regulations to be eligible for  
            licensure.










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            There are currently 26,000 licensed PTs in California. 

              a)   Access to physical therapy in California  .  A PT may work  
               with a patient directly to "promote and maintain physical  
               fitness," but a PT must have a doctor's diagnosis and  
               referral to "perform tissue penetration for the purpose of  
               evaluating neuromuscular performance," on a patient, which  
               is essentially the heart of physical therapy practice.   
               This interpretation of law is based on a 1965 Attorney  
               General Opinion.  

               Medicare covers physical therapy services and requires that  
               a patient be under the care of a physician.  Medicare also  
               requires that the services be furnished pursuant to a plan  
               of care, and that the plan be certified and recertified  
               periodically by a physician (usually every 30 days).

              b)   Direct access to physical therapy in other states.    
               According to the Federation of State Physical Therapy  
               Boards (FSPTB), there are 17 jurisdictions that have  
               unlimited direct access to physical therapy, 30  
               jurisdictions with limited direct access and 6  
               jurisdictions that have no direct access.  Kansas is an  
               example of limited direct access, permitting PTs to  
               evaluate and treat patients for no more than 30 consecutive  
               calendar days without a referral to a physician or other  
               specified health care provider.  This bill would make  
               California a limited direct access state, allowing patients  
               to visit a PT for 45 days or 12 visits, whichever comes  
               first, before requiring an in-person examination by a  
               physician.  The rationale for limited direct access is that  
               any condition serious enough that it cannot be resolved  
               within 45 days or 12 visits warrants examination and  
               possible diagnosis by a physician to rule out more serious  
               problems.   

           4)Professional corporations  .  A professional corporation is an  
            organization made up of individuals of the same trade or  
            profession.  The Moscone-Knox Professional Corporations Act of  
            1968 authorized the formation of professional corporations to  
            obtain certain benefits of the corporate form of doing  
            business, such as limited legal liability.  At that time, only  
            medical, law and dental professional corporations were  
            envisioned.  There are now 15 authorized healing arts  
            professional corporations.  Current law specifies which  








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            healing arts licensees may be shareholders, officers,  
            directors or professional employees of professional  
            corporations controlled by a differing profession so long as  
            the sum of all shares owned by those licensed persons does not  
            exceed 49% of the total number of shares of the professional  
            corporation.  For example, a professional medical corporation  
            may have up to 49% of its shares owned by any of 11 different  
            healing arts professions (such as registered nurses or  
            acupuncturists) as long as at least 51% of shares are owned by  
            licensed physicians.

            This bill would authorize the creation of a physical therapist  
            corporation and allow any person licensed under BPC, the  
            Chiropractic Act, or the Osteopathic Act to be employed to  
            render professional services under the 16 authorized types of  
            professional corporation. 

              a)   Medical corporations' employment of PTs  .  PTs are not  
               currently included in the list of healing arts  
               professionals authorized to be shareholders, officers,  
               directors or professional employees of medical  
               corporations.  Prior to 2010, PTs worked in medical  
               corporations under guidance from the Physical Therapy Board  
               that the designated professions in statute were not  
               exhaustive, and that therefore PTs could practice within a  
               professional medical corporation.    

               However, on September 29, 2010, Legislative Counsel issued  
               a written opinion that PTs could not work in a medical  
               corporation because they were not specifically included  
               among the permissible healing arts licensees under the  
               Moscone-Knox Act.  Legislative Counsel viewed medical  
               corporations' employment of PTs as related to the ban on  
               the corporate practice of medicine, which was intended to  
               protect the public from inappropriate corporate influence  
               over professional health care decision-making.  

               The opinion further indicated that since the Act provides  
               that it is unprofessional conduct to violate, attempt to  
               violate, aid, abet, or conspire to violate any provisions  
               of the Act itself, the Moscone-Knox Act, or any related  
               regulations, physical therapists employed by medical  
               corporations could be subject to discipline by PTB.  In the  
               same manner, since a medical corporation is not authorized  
               to employ PTs to provide physical therapy services, a  








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               medical corporation doing so would be unlawfully engaging  
               in the practice of physical therapy.  

               On February 28, 2011, the Department of Consumer Affairs  
               (DCA) issued an opinion on the same issue and reached the  
               same conclusion as Legislative Counsel.

               SB 543 (Steinberg and Price) of 2012 enacted a stopgap  
               measure to temporarily allow continued employment of PTs by  
               medical corporations until a legislative fix could be  
               attained.  SB 543 prohibited PTB, until January 1, 2013,  
               from disciplining any PT for providing physical therapy  
               services as a professional employee of a medical  
               corporation, podiatric medical corporation or chiropractic  
               corporation.  However, no PTs have been disciplined since  
               January 1, 2013 for such a violation due to lack of PTB  
               resources. 

              b)   Prohibitions on self-referral  .  California has banned  
               healing arts professionals from receiving compensation for  
               referring patients for health care services since the early  
               1990s.  These provisions were enacted to ensure medical  
               professionals make judgments about rendering services  
               uninfluenced by their own financial interests, as well as  
               to protect consumers from fraud or unnecessary and  
               excessive health care expenses.
              
             Current law permits the payment or receipt of consideration  
               for services other than the referral of patients as long as  
               the consideration is based on a percentage of gross revenue  
               or similar type of contractual arrangement and is  
               commensurate with the value of the services rendered.  For  
               example, a physician may own a medical corporation and  
               employ a PT.  The physician may refer patients to that PT  
               and receive payment for the PT's services as an owner of a  
               corporation, but the payment must be based on the value of  
               the PT's care, not for the referral of the patient to the  
               PT.   

               This bill reaffirms that all healthcare providers must  
               adhere to existing law barring compensation for referral,  
               and requires a referring provider to disclose any financial  
               relationship he or she may have in making a referral to a  
               particular PT.   









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           5)Arguments in support  .  The California Physical Therapy  
            Association writes, "Patients with chronic conditions, such as  
            neck or back pain, or those with recurring injuries, such as  
            athletes, will benefit from [AB 1000].  Moreover, seniors and  
            low income individuals will not have to incur extra wait time  
            and costly co-pays in order to see a physical therapist that  
            can immediately start a treatment plan and alleviate pain for  
            the patient." 

           6)Arguments in opposition  .  The California Association of  
            Physician Groups states, "[AB 1000] suggests the support of  
            fragmented, self-directed care, something that is known to be  
            expensive and potentially dangerous.  The underlying theme of  
            the Affordable Care Act is to promote coordinated patient care  
            in order to increase the quality of care." 

           7)Committee amendments  .  A technical amendment will be needed to  
            rectify a drafting error in the most recent round of  
            amendments: 

               Amend Section 2620.1 to read: "(b) The conditions in  
               paragraph (4) of subdivision (a) do not apply to a physical  
               therapist when he or she is only  providing  wellness  
               physical therapy services to a patient as described in  
               subdivision (a) of Section 2620." 

          8)Related legislation  .  AB 1003 (Maienschein) would permit the  
            creation of a professional physical therapy corporation, and  
                               would permit any person licensed under BPC, the Chiropractic  
            Act, or the Osteopathic Act to be employed to render  
            professional services by professional corporations authorized  
            in the BPC.  AB 1003 is currently in the Assembly Business,  
            Professions and Consumer Protection Committee. 

            SB 306 (Price) extends until January 1, 2018, the provisions  
            establishing the State Board of Chiropractic Examiners,  
            Speech-Language Pathology and Audiology and Hearing Aid  
            Dispensers Board, the Physical Therapy Board of California and  
            the California Board of Occupational Therapy and extends the  
            terms of the executive officers of the Physical Therapy Board  
            of California and the Speech-Language Pathology and Audiology  
            and Hearing Aid Dispensers Board.  SB 306 also subjects the  
            boards to be reviewed by the appropriate policy committees of  
            the Legislature.  SB 306 is currently in the Senate Business,  
            Professions, and Economic Development Committee.   








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           9)Previous legislation  .  SB 924 (Price, Steinberg, and Walters)  
            of 2012, would have allowed PTs to treat patients without a  
            diagnosis from a physician for 30 business days, and  
            thereafter under specified conditions, and specified who may  
            be shareholders, officers, directors, or professional  
            employees of medical corporations, podiatry corporations,  
            chiropractic corporations, and physical therapy corporations.   
            SB 924 was held in the Assembly Rules Committee. 

            AB 783 (Hayashi) of 2011, would have added licensed PTs and  
            occupational therapists to the list of healing arts  
            practitioners who may be shareholders, officers, directors or  
            professional employees of a medical corporation, podiatric  
            medical corporation, or chiropractic corporation, as  
            specified.  AB 783 was held in Senate Business, Professions  
            and Economic Development Committee. 

            AB 721 (Nava) of 2009 would have provided direct access to  
            services by PTs.  AB 721 was held in the Assembly Business and  
            Professions Committee. 

            AB 1444 (Emmerson) of 2008 would have revised the definition  
            of physical therapy and authorized a physical therapist to  
            initiate treatment of conditions within the scope of practice  
            of a physical therapist, as specified.  AB 1444 was held in  
            the Assembly Business and Professions Committee.

           REGISTERED SUPPORT / OPPOSITION  :   

           Support 
           
          The California Physical Therapy Association (sponsor)
          671 private individuals

           Opposition 
           
          California Association of Physician Groups
           
          Analysis Prepared by  :    Sarah Huchel / B.,P. & C.P. / (916)  
          319-3301 












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