BILL ANALYSIS                                                                                                                                                                                                    �







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        |Hearing Date:April 28, 2014        |Bill No:SB                         |
        |                                   |1215                               |
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                      SENATE COMMITTEE ON BUSINESS, PROFESSIONS 
                               AND ECONOMIC DEVELOPMENT
                              Senator Ted W. Lieu, Chair
                                           

                        Bill No:        SB 1215Author:Hernandez
                        As Amended:  April 10, 2014Fiscal:  Yes
        
        SUBJECT:  Healing arts licensees: referrals.
        
        SUMMARY:  Applies the physician self-referral prohibition to advanced  
        imaging, anatomic pathology, radiation therapy, or physical therapy  
        for a specific patient that is performed within a licensee's office,  
        or the office of a group practice and that is compensated on a  
        fee-for-service basis, and defines "advanced imaging" for these  
        purposes.

        Existing law:
        
       1)Licenses and regulates various healing arts professionals under the  
          Business and Professions Code (BPC) by boards within the Department  
          of Consumer Affairs.

       2)Makes it a crime (misdemeanor) for a physician and surgeon to refer a  
          person for 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, as specified, with the person or entity that  
          receives the referral.  (BPC � 650.01)

           a)   Defines "diagnostic imaging" to include:  all X-ray, computed  
             axial tomography (CAT), magnetic resonance imaging (MRI) nuclear  
             medicine, positron emission tomography (PET), mammography, and  
             ultrasound goods and services.  (BPC � 650.01 (b) (1))

           b)   Defines "financial interest" to include:  any type of  
             ownership interest, debt, loan, lease, compensation,  
             remuneration, discount, rebate, refund, dividend, distribution,  





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             subsidy, or other form of direct or indirect payment, whether in  
             money or otherwise, to a physician or the physician's immediate  
             family from a health-related facility, as specified.  (BPC �  
             650.01 (b) (2))

           c)   Prohibits a physician and surgeon from entering into a cross  
             referral arrangement for the purpose of ensuring referrals to a  
             particular entity that if the licensee made direct referrals to  
             that entity would be in violation of the self referral  
             prohibition.  (BPC � 650.01 (c))

           d)   Prohibits a claim for payment from being presented for goods  
             or services furnished in violation of these provisions.  (BPC �  
             650.01 (d))

           e)   Prohibits an insurer or other payer from paying for any goods  
             or services resulting in a referral in violation of these  
             provisions.  (BPC � 650.01 (e))

           f)   Requires a physician who refers a person to, or seeks  
             consultation from, an organization in which the physician has a  
             specified financial interest that is not otherwise prohibited to  
             disclose that financial interest to the patient in writing at the  
             time of referral or request for consultation.  (BPC � 6501.01  
             (f))

       1)Provides certain exceptions to the referral prohibition, including:    


           a)   Referral if the physician's regular practice is located where  
             there is no alternative provider of the service within 25 miles  
             or 40 minutes traveling time.  (BPC � 650.02 (a))

           b)   Referral to a licensed health facility, or to any facility  
             owned or leased by the facility if the facility does not  
             compensate for the referral and any equipment lease arrangements  
             meet specified requirements.  (BPC � 650.02 (c))

           c)   Referral within an integrated, non-profit corporation or group  
             practice when the referring licensee's compensation is an annual  
             fixed amount.  (BPC � 650.02 (d))

           d)   Referral of university-employed licensees to university  
             facilities for a licensee service where the referral is not  
             compensated.  (BPC � 650.02 (e))






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           e)   Referral for any service for a specific patient that is  
             performed within, or goods that are supplied by, a licensee's  
             office or the office of a group practice.  (BPC � 650.02 (f))

           f)   Cardiac rehabilitation services if they are provided to  
             patients meeting the criteria for Medicare reimbursement for  
             services.  (BPC � 650.02 (g))

           g)   Referrals made by the practitioner in the office of a group  
             practice to a "multispecialty clinic," as that term is defined in  
             Section 1206 (l) of the Health and Safety Code.  
           (BPC � 650.02 (h))

           h)   The prohibition does not apply for health care services  
             provided to an enrollee of a health care service plan licensed  
             under the Knox-Keene Health Care Service Plan Act of 1975 (HMO).   
             (BPC � 650.02 (i))

        1) Establishes the Moscone-Knox Professional Corporation 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 engaged in rendering professional services in a single  
           profession.  (Corporations Code (CC) � 13400 et seq.)

        2) Specifies in the Moscone-Knox Professional Corporation 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.  (CC � 13401.5)


        This bill:

       1)Applies the physician self-referral prohibition to advanced imaging,  
          anatomic pathology, radiation therapy, or physical therapy for a  
          specific patient that is performed within a licensee's office or the  
          office of a group practice and that is compensated on a  
          fee-for-service basis.

           a)   Defines for these purposes, "advanced imaging," to mean  





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             magnetic resonance imaging (MRI) computerized tomography (CT),  
             and positron emission tomography (PET). 

           b)   Specifies that "advanced imaging" does not include:  X-ray,  
             ultrasound, fluoroscopy, or imaging services performed for  
             purpose of radiation therapy treatment planning or in conjunction  
             with an interventional radiological procedure or nuclear medicine  
             other than PET.

       1)Makes the following legislative findings:

           a)   Recent studies by the Government Accountability Office (GAO)  
             have determined that financial incentives were the most likely  
             cause of increases in self-referrals of advanced diagnostic  
             imaging and anatomic pathology.

           b)   For advanced diagnostic imaging, the GAO stated:  "providers  
             who self-referred made 400,000 more referrals for advanced  
             imaging services than they would have if they were not  
             self-referring," at a cost of "more than $100 million" in 2010.

           c)   For anatomic pathology, the GAO found that "self-referring  
             providers likely referred over 918,000 more anatomic pathology  
             services" than they would have if they were not self-referring,  
             costing Medicare approximately $69 million more in 2010, than if  
             self-referral was not permitted.

           d)   Cites published reports which note that for prostate cancer  
             patients treated by a urology clinic that owns radiation therapy  
             equipment, physician self-referral had a detrimental impact on  
             patient care and increased Medicare costs.  Cites other  
             investigations indicating that urology groups owning radiation  
             therapy machines have utilization rates well above national norms  
             for radiation therapy treatment of prostate cancer.


        FISCAL EFFECT:  Unknown.  This bill has been keyed "fiscal" by  
        Legislative Counsel.

        
        COMMENTS:
        
       1.Purpose.  This bill is sponsored by the Author to remove specified  
          complex services (advanced imaging, anatomic pathology, radiation  
          therapy and physical therapy) from the in-office exception contained  
          in the current statutory prohibition on physician self-referral.   





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          The Author states the need for the bill as follows:

             "The in-office exemption was originally created so that  
             physicians could render non-complex services like X-Rays and  
             routine blood tests within their office during a patient visit.   
             Yet in recent years, the in-office exemption has been utilized  
             to provide complex, costly, and often unnecessary advanced  
             imaging, anatomic pathology, radiation therapy and physical  
             therapy services.  Rather than providing convenience for  
             patients, this loophole has created an incentive for  
             overutilization of services, has increased costs to public and  
             private payers, and may even result in patient harm,  
             particularly in the case of CT scans, which have been linked to  
             an increased risk of developing cancer.  A GAO report titled  
             Higher Use of Advanced Imaging Services by Providers Who  
             Self-Refer Costing Medicare Millions indicates that:

                   Self-referral for advanced imaging services is costing  
               Medicare more than $109 million in unnecessary spending per  
               year.  According to the GAO: "in 2010, providers who  
               self-referred likely made 400,000 more referrals for advanced  
               imaging services than they would have if they were not  
               self-referring."
                   Physician owned imaging machines have been used four  
               times more than those used by radiologists since 2000.
                   Self-referring non-radiologist physicians perform up to  
               eight times as many imaging studies as physicians who refer  
               their patients to radiologists.
                   Only about 10% of advanced imaging services are performed  
               on the same day as an office visit.

             "California's health care payment policy should not incentivize  
             unnecessary tests that drive up costs and jeopardize the  
             well-being of patients.  SB 1215 will protect patient's access to  
             essential services while preventing self-referrals by physicians  
             who abuse the system by eliminating specified complex services  
             from the in-office exemption loophole."

       2.Background:  Anti-Referral Laws.  Existing law prohibitions on  
          compensation for patient referrals and procedures for billing of  
          services were adopted with the intent of preventing fraud.  In  
          addition, federal and California anti-referral and anti-kickback  
          statutes were enacted to reflect the recognition that payments made  
          or accepted in return for the referral of patients could result in  
          actual or threatened patient harm, over utilization and increased  
          health care costs.





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           a)   Federal Ethics in Patient Referrals Act.  In 1989, the federal  
             Ethics in Patient Referrals Act, also known as the Stark Law, was  
             enacted.  The purpose of this law was to prohibit referrals by a  
             physician to a clinical laboratory in which the physician had a  
             financial interest.  A 1994 amendment included other services and  
             equipment such as physical therapy and occupational therapy;  
             radiology and other diagnostic services; radiation therapy;  
             parenteral and enteral nutrients, equipment, and supplies; and  
             home health services.  The law contains several exceptions,  
             including:  physician services, in-office ancillary services,  
             ownership in publicly traded securities and mutual funds, rental  
             of office space and equipment, bona fide employment  
             relationships.  The federal prohibition applies only to Medi-Cal  
             and Medicare patients.

           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.


           b)   In-Office Ancillary Services Exception (IOAS).  Despite the  
             statutory ban on receiving compensation for self-referral, there  
             are several studies that assert physicians have abused the IOAS  
             exception of the Ethics in Patient Referrals Act.  The IOAS  
             exception allows physicians to bill the Medicare program for  
             self-referred designated health services in many circumstances.   
             Although proponents of integrated clinical services models say  
             that the IOAS improves efficiency and continuity of care, critics  
             argue that the IOAS creates financial incentives for physicians  
             to increase the volume of ancillary services ordered.  For  
             example, the Alliance for Integrity in Medicare and a recent  
             article in the New England Journal of Medicine purport that many  
             physicians avoid the law's prohibitions by, "structuring  
             arrangements to meet the technical requirements, but  
             circumventing the intent of the exception."  This sentiment was  
             echoed in 2013 when the United States Department of Health and  
             Human Services (HHS) noted that there are "many appropriate uses"  
             for the IOAS exception, which the agency describes as designed to  
             allow physicians to "self-refer quick turnaround services."   
             However, the agency cautioned, some physicians have relied on the  
             exception for certain services, such as advanced imaging and  
             outpatient therapy that "are rarely performed on the same day as  
             the related office visit."  Additionally, HHS claims, evidence  
             suggests that the exception may have spurred "overutilization and  





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             rapid growth" of these services.

           In addition, recent reports including the 2013 Kaiser Health  
             Foundation Recommendations, the Government Accountability Office  
             Study and a study cited in the 2013 Health Affairs Journal raised  
             questions about physician incentives to refer for profit.  In  
             2013, the Simpson-Bowles Federal Deficit Commission recommended  
             closing physician self-referral loopholes.  Further, in April of  
             2013, President Obama's proposed budget recommended banning  
             payment for physician-owned physical therapy, imaging and  
             radiation therapy services due to information from the Center for  
             Medicare Services which cited ineffectiveness, substandard care  
             and the potential to save the nation $6.1 billion dollars if the  
             referral for profit practice is banned. 

           c)   California Physician Ownership and Referral Act of 1993.   
             Enacted by AB 919 (Speier,  Chapter 1237, Statutes of 1993)  
             California law made it a misdemeanor for a licensed physician,  
             psychologist, acupuncturist, optometrist, dentist, podiatrist and  
             chiropractic practitioner to refer a person for certain health  
             care services if the licensee or his or her immediate family has  
             a financial interest, as defined, with the person or in the  
             entity that receives the referral.  As originally enacted, the  
             law made a number of exemptions from the referral prohibition,  
             including the current exemption for referral for any service for  
             a specific patient that is preformed, within or goods that are  
             supplied by, a licensee's office, or the office of a group  
             practice. 

       1.United States General Accountability Office (GAO) Reports.   A  
          September 2012 GAO Report on advanced imaging services  found that  
          from 2004 to 2010, the number of self-referred and non-self-  
          referred advanced imaging services (MRI and CT services) both  
          increased, with larger increases under self-referred services.  GAO  
          found that providers' referrals of MRI and CT services substantially  
          increased the year after they began to self-refer.  GAO estimated  
          that in 2010, providers' who self-referred likely made 400,000 more  
          referrals for advanced imaging services than they would have if they  
          were not self-referring.  These additional referrals cost Medicare  
          about $109 million, according to GAO. 

        
       A June 2013 GAO Report on anatomic pathology services  found that  
          self-referred anatomic pathology services increased at a faster rate  
          than non-self-referred services from 2004 to 2010.  During this  
          period, the number of self- referred anatomic pathology services  





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          more than doubled, growing from 1.06 million services to about 2.26  
          million services, while non-self-referred services grew about 38  
          percent, from about 5.64 million services to about 7.77 million  
          services.  Similarly, the growth rate of expenditures for  
          self-referred anatomic pathology services was higher than for  
          non-self-referred services.  Three provider specialties-dermatology,  
          gastroenterology, and urology-accounted for 90 % of referrals for  
          self-referred anatomic pathology services in 2010.  GAO estimates  
          that in 2010, self-referring providers likely referred over 918,000  
          more anatomic pathology services than if they had performed biopsy  
          procedures at the same rate and referred the same number of services  
          per biopsy procedure as non-self-referring providers.  These  
          additional referrals for anatomic pathology services cost Medicare  
          about $69 million.

        A July 2013 GAO Report on prostate cancer treatment by Medicare  
          providers  found that the prostate cancer-related intensity-modulated  
          radiation therapy (IMRT) services performed by self-referring groups  
          increased rapidly, while declining for non-self-referring groups  
          from 2006 to 2010.  Over this period, the number of prostate  
          cancer-related IMRT services performed by self-referring groups  
          increased from about 80,000 to 366,000.  Consistent with that  
          growth, expenditures associated with these services and the number  
          of self-referring groups also increased.  The growth in services  
          performed by self-referring groups was due entirely to  
          limited-specialty groups-groups comprised of urologists and a small  
          number of other specialties-rather than multispecialty groups.   
          Among all providers who referred a Medicare beneficiary diagnosed  
          with prostate cancer in 2009, those that self-referred were 53% more  
          likely to refer their patients for IMRT and less likely to refer  
          them for other treatments, especially a radical prostatectomy or  
          brachytherapy.  The GAO indicates that analyses suggests that  
          financial incentives for self-referring providers-specifically those  
          in limited specialty groups-were likely a major factor driving the  
          increase in the percentage of prostate cancer patients referred for  
          IMRT.

       2.Other Publications and Reports.  In October 2013, The New England  
          Journal of Medicine (NEJM) published a comprehensive review of  
          Medicare claims for more than 45,000 patients from 2005 through 2010  
          which found that nearly all of the 146% increase in intensity-  
          modulated radiation therapy (IMRT) for prostate cancer among  
          urologists with an ownership interest in the treatment was due to  
          self-referral.  

       A January 2013 policy Report by the Henry J. Kaiser Family Foundation  





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          discussing ways to sustain Medicare for the future, raised the  
          option of narrowing the in-office ancillary services exception of  
          the self-referral regulation to group practices that assume  
          financial risk, stating:  "Many physician practices have bought  
          advanced imaging and sophisticated radiation therapy equipment and  
          brought physical therapy services into their practice; as a result,  
          the volume of such services has grown sharply.  Given the evidence  
          of substantially increasing volume, some have suggested narrowing  
          the exception."  One option discussed would be to narrow the  
          in-office referral exception to group practices that assume  
          financial risk.  An alternative option would be to adopt a prior  
          authorization program for practitioners who order a substantially  
          larger than average number of advanced imaging services, regardless  
          of whether they benefit financially through self-referral.


       Earlier this month, on April 9, 2014, the U.S. Centers for Medicare and  
          Medicaid Services released data on Medicare payments made to doctors  
          and Medicare providers in 2012.  As reported by bloomburg.com,  
          Medicare paid almost 4,000 doctors and medical providers more than  
          $1 million apiece in 2012, including seven who received more than  
          $10 million.  The article continues, "The data could bring more  
          scrutiny on doctors who engage in self-referral -- ordering up tests  
          and procedures that are performed in their own clinics or in those  
          in which they have a financial interest."

       More recently, on April 17, 2014, a  digitaljournal.com  article  
          reported:  "The Congressional Budget Office (CBO) today released a  
          new assessment of the significant costs associated with physician  
          self-referral abuse, estimating that closing the self-referral law's  
          loophole would save Medicare approximately $3.4 billion over a  
          10-year budget window.  CBO's new savings estimate - nearly double  
          its previous estimate - adds additional weight to the existing  
          mountain of evidence that the in-office ancillary services (IOAS)  
          loophole results in potentially inappropriate patient care and  
          substantial costs to the Medicare program."

       3.Current Federal Legislation.  In August 2013, Congresswoman Jackie  
          Speier and Congressman Jim McDermott introduced HR 2914, the  
          "Promoting Integrity in Medicare Act of 2013."  Much the same as SB  
          1215, this federal legislation seeks to close "the Medicare  
          self-referral loophole" for radiation therapy, advanced imaging,  
          anatomic pathology and physical therapy services, to protect  
          patients from misaligned provider financial incentives, thereby  
          realizing substantial healthcare savings.  This legislation has been  
          referred to Committee, but no action has been taken on the proposal.  
                                                 




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       4.2014 Federal Budget Proposal.  The 2014 Federal Budget proposal by  
          the Obama Administration proposes to exclude certain services from  
          the in-office ancillary services exception.  The US Department of  
          Health and Human Services (HHS) Budget summary states the following:  
           

             "The in-office ancillary services exception was intended to allow  
             physicians to self-refer quick turnaround services.  While there  
             are many appropriate uses for this exception, certain services,  
             such as advanced imaging and outpatient therapy, are rarely  
             performed on the same day as the related physician office visit.   
             Additionally, evidence suggests that this exception may have  
             resulted in overutilization and rapid growth of certain services.  
              Effective calendar year 2015, this proposal would seek to  
             encourage more appropriate use of select services by excluding  
             radiation therapy, therapy services, and advanced imaging from  
             the in-office ancillary services exception to the prohibition  
             against physician self-referrals (Stark law), except in cases  
             where a practice meets certain accountability standards, as  
             defined by the Secretary."

          The Budget summary goes on to estimate that the federal savings of  
          this change to be 
          $6.1 billion in savings over 10 years.

       5.Advanced Imaging.  This bill applies the physician referral  
          prohibition to advanced imaging and other services performed within  
          a physician's office or the office of a group practice and that is  
          compensated on a fee-for-service basis.  The bill further defines  
          "advanced imaging," to mean magnetic resonance imaging (MRI)  
          computerized tomography (CT), and positron emission tomography  
          (PET). 

           a)   CT scan - is an X-ray procedure which combines many x-ray  
             images, with the aid of a computer, to generate cross-sectional  
             views and, if needed, three-dimensional images, of the internal  
             organs and structures of the body.  CT scans are used to define  
             normal and abnormal structures in the body, and/or to assist in  
             procedures by helping to accurately guide the placement of  
             instruments or treatments. 

           b)   PET scan - is a diagnostic examination that involves an  
             imaging test that can help a doctor see how the tissues and  
             organs inside the body are functioning.  Before the examination  





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             begins, a radioactive substance is administered to the patient,  
             which, when localized in the appropriate areas of the body, can  
             be detected by the PET scan.  The PET scan shows images  
             containing areas of more or less intense color to provide  
             information about chemical activity within certain organs and  
             tissues.  PET scans can be used to determine neurological  
             conditions, heart disease, and the spread of cancer.

           c)   MRI - is a medical imaging technique used to visualize the  
             structure and function of the body.  It provides detailed images  
             of the body in any plane, and provides clear contrast between  
             different soft tissues of the body, making it especially useful  
             in brain, musculoskeletal, cardiovascular, and cancer imaging.  

          The costs of CT, MRI, and PET scans are comprised of both technical  
          and professional components.  The technical component is made up of  
          a variety of costs, including those relating to the scanning  
          equipment, materials, facility space, and the services of  
          technologists who are generally certified to perform imaging  
          services.  The professional component is made up of the physician  
          interpretation of the imaging results.  It is generally held that 80  
          to 85 percent of the total charge for a CT, MRI, or PET scan are  
          charges for the technical component.

       1.Related Legislation.   AB 1000  (Wieckowski, Chapter 620, Statutes of  
          2013) allowed patients to self-refer to a physical therapist (PT)  
          and receive treatment for 45 calendar days or 12 visits, whichever  
          comes first, before being seen by a physician and receiving sign off  
          on the treatment plan initiated by a PT.  Also permits specified  
          health professionals to be employed by a medical corporation.

        SB 736  (Speier, 2006) prohibited, with exceptions, a physician from  
          charging, billing, or otherwise soliciting payment from, any  
          patient, client, customer, or third-party payor for performance of  
          the technical component of CT, PET, or MRI diagnostic imaging  
          services if those services were not actually rendered by the  
          physician or a member of his or her group practice, under his or her  
          direct supervision, or by an employee of the physician.  
       ( Status  :  AB 736 failed passage in Assembly Appropriations Committee.)

        AB 2794  (Blakeslee, Chapter 469 of the Statutes of 2008) prohibited a  
          healing art practitioner from billing a patient or third-party payer  
          for performance of the technical component of computerized  
          tomography (CT), positron emission tomography (PET), or magnetic  
          resonance imaging (MRI) diagnostic imaging services if he or she did  
          not perform or supervise the services, and required a radiological  





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          facility or imaging center performing CT, PET, or MRI diagnostic  
          imaging services to directly bill either the patient or the  
          responsible third-party payer for the services.

        
       SB 661  (Maldonado, Chapter 656 of the Statutes of 2007) Required  
          "direct billing" of patients or 3rd-party payers by clinical  
          laboratories providing anatomic pathology services, and expressly  
          prohibits a healing arts practitioner from charging, billing, or  
          otherwise soliciting payment for anatomic pathology services, if  
          those services were not actually rendered by the practitioner or  
          under his/her direct supervision, except as specified.

        SB 1369  (Maldonado, 2006) prohibited specified health care  
          professionals, including physicians, from charging, billing or  
          soliciting payment for anatomic pathology services on specimens  
          originating in California, if that health care professional did not  
          render or supervise the services.  The bill required clinical  
          laboratories to directly bill patients, third-party payers,  
          hospitals or clinics for anatomic pathology services, and required  
          licensed persons ordering tests to include billing information to  
          enable the laboratory to properly bill the patient or third-party  
          payer for its services.  (  Status  :  SB 1369 died in the Assembly  
          Health Committee.)

        SB 736  (Speier, 2006) prohibited, with exceptions, a physician from  
          charging, billing, or otherwise soliciting payment from, any  
          patient, client, customer, or third-party payor for performance of  
          the technical component of computerized tomography (CT), positron  
          emission tomography (PET), or magnetic resonance imaging (MRI)  
          diagnostic imaging services if those services were not actually  
          rendered by the physician or a member of his or her group practice,  
          under his or her direct supervision, or by an employee of the  
          physician.  ( Status  :  SB 736 failed passage in Assembly  
          Appropriations Committee.) 

        AB 2805  (Blakeslee, 2005) required a lease agreement between health  
          care providers to meet additional requirements in order to be exempt  
          from the prohibition against a healing arts licensee referring a  
          patient for certain health care services, if the licensee has a  
          financial interest with the person or entity that receives the  
          referral.  (  Status  :  The relevant provisions were deleted from the  
          bill and replaced with new, unrelated provisions.)

        AB 919  (Speier, Chapter 1237, Statutes of 1993) the "Physician  
          Ownership and Referral Act of 1993" generally banned, with specified  





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          exceptions, patient referrals by physicians and other specified  
          health care providers for specified types of medical services or  
          goods at facilities in which the physician or health care provider  
          has a "financial interest."

       2.Arguments in Support.  The  California Radiological Society  (CRS)  
          states that the current provision for in-house referrals allows a  
          physician to purchase expensive advanced imaging or radiation  
          machines, or bring pathology services or physical therapists in  
          house because with a fee for service payment system, they know that  
          they are big prophet drivers.  CRS argues that the evidence of  
          increased utilization through self-referral is overwhelming.   
          Radiologists and radiation oncologists compete for referrals of  
          patients from physicians based upon competency, quality and the  
          availability of multiple diagnostic modalities.  Opponents claim  
          that this practice occurs due to patient convenience or no  
          alternative location for services.  Neither argument has merit,  
          according to CRS, since few (less than 10%) of these services are  
          provided at the time of the office visit, and freestanding imaging  
          centers are in every community and are a convenient and cost  
          effective alternative to the hospital setting. 

        California Society of Pathologists  (CSP) believes there is clear  
          evidence that providers with a financial incentive are more apt to  
          over-utilize services.  CSP further indicates that the GAO pointed  
          out in 3 separate studies that overutilization of anatomic pathology  
          and other services 

       increases the risk of medical complications to Medicare patients who  
          are most likely not aware of the financial interests their provider  
          has in these services.

        California Physical Therapy Association  (CPTA) supports the bill  
          arguing that the physician self-referral in-office exemption poses  
          an inherent conflict of interest, removes choice for the consumer,  
          and runs counter to studies showing that self-referral by physicians  
          to services in which they have an ownership interest often results  
          in unnecessary and inadequate care and higher costs for both  
          consumers and payers.

        Independent Physical Therapists of California  (IPTCA) states that it  
          has been constantly opposed to physician referral for profit, not  
          only in physical therapy, but in all healthcare services.   
          California has led the way in minimizing profit as a driving factor  
          in physician referral decisions, according to IPTCA, and affirms  
          that as the Affordable Care Act is implemented, California's  





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          healthcare system will be inextricably linked to the ACA, and the  
          state will be increasingly responsible for paying the medical costs  
          for the underinsured.

        Consumer Attorneys of California  writes that California law grants and  
          exception to the rule against physician self referral for services  
          provided in their own offices, and states:  "Recently this exception  
          has been misused and instead allows physicians to advise their  
          patients to undergo complex, costly, and often unnecessary services  
          in their offices.  Instead of providing convenience for patients,  
          this loophole created an unintended incentive for overutilization of  
          service which results in increased health care costs."

        Alliance for Integrity in Medicare  (AIM), representing the  American  
          Clinical Laboratory Association  ,  American College of Radiology  ,  
           American Physical Therapy Association  ,  American Society for Clinical  
          Pathology  ,  American Society for Radiation Oncology ,  Association for  
          Quality Imaging  ,  College of American Pathologists  ,  Radiology  
          Business Management Association  , writes in support:  "The  
          overly-broad application of the in-office exception within the  
          California physician self-referral law compromises patient care by  
          incentivizing inappropriate utilization of medical services.   
          Furthermore, the use of the exception should be for routine  
          diagnostic procedures, such as x-rays and blood tests, not for  
          advanced procedures like physical therapy, advanced diagnostic  
          imaging, radiation therapy, or anatomic pathology... We believe  
          Senate Bill 1215 will protect patients from unnecessary services and  
          provide savings to the health care system in California.  There is  
          clear and extensive evidence that providers with a financial  
          incentive are more apt to over-utilize services that leads to the  
          increase of health care costs."

        Quest Diagnostics  states that as a matter of convenience and  
          efficiency, the law allows physicians to self-refer non-complex,  
          ordinary services, such as routine blood tests and 
       x-rays.  However, this exception is being used to provide complex  
          services such as anatomic pathology, advanced imaging, radiation  
          therapy, and physical therapy services.

        California Association of Health Plans  (CAHP) supports that bill in  
          concept, stating that it is encouraged by the focus on legislation  
          that attempts to control the rising cost of health care.  CAHP  
          points out that the U.S. spends $2.7 trillion per year on health  
          care, outpacing both inflation and economic growth - and spending is  
          expected to nearly double in 2014.  CAHP states, "We strongly agree  
          that health payment policies should not incentivize unnecessary  





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          tests or treatments."  CAHP continues, "Legislation seeking to stop  
          inappropriate referrals should maintain existing efficiencies in the  
          system where they exist and protect consumer convenience and choice.  
          To this end, health plans should be allowed to maintain a reasonable  
          level of flexibility in the referral process - through  
          prior-authorization requirements and other management tools - and  
          help keep costs affordable.

       3.Arguments in Opposition.   California Medical Association  (CMA) argues  
          that improving healthcare requires more coordination and  
          integration; not less, stating that "referrals for services and  
          goods within a physician's practice or group practice promotes  
          continuity of care in a setting that costs less and is more  
          convenient to the patient.... Eliminating the in-office exception  
          would force patients to receive ancillary services in a different  
          setting than their doctor's office, increasing inefficiencies,  
          present significant barriers to appropriate screenings and  
          treatments, and make healthcare less accessible and affordable."   
          CMA believes that prohibiting integrated practice groups from  
          offering ancillary services will effectively drive this care into  
          the more expensive hospital setting.  

        California Society of Dermatology and Dermatologic Surgery  (CalDerm)  
          argues that dermatologists diagnose and treat more than 3,000  
          diseases, including skin cancer, eczema, infections, psoriasis,  
          immunologic diseases and many genetic disorders.  The ability to  
          diagnose diseases in the dermatologists office, and thereby give the  
          patient immediate and accurate results, and discuss clinical  
          implications, is not only integral to the practice of dermatology  
          but also offers significant benefit to patients.  CalDerm further  
          states that the bill would "dis-integrate" this key component of  
          dermatologic care, and require doctors to refer anatomic samples to  
          an outside laboratory, which would require more coordination of care  
          and a less "patient-centric" benefit.  CalDerm further states that  
          the GAO rejected the recommendation to limit exceptions to  
          self-referral, and that the Medicare payment Advisory Commission  
          recommended against limiting ancillary service exceptions citing  
          possible unintended consequences, such as inhibiting the development  
          of organizations that integrate and coordinate care within a  
          physician practice."

        California Integrated Physician Practice Coalition  (CIPPC) opposes this  
          measure stating that the bill seeks to eliminate a critical  
          healthcare delivery option for millions of Californians in need of  
          such services as comprehensive cancer treatment by prohibiting  
          physicians from referring these patients to their integrated,  





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          high-quality and cost efficient office-based medical group practice.  
           As California implements the ACA, which is predicated on an  
          integrated healthcare delivery model, now is not the time to delay  
          patient access to care and unintentionally increase the cost of that  
          care.  CIPPC enumerates several real-world negative consequences if  
          this bill were enacted: 

               A cancer patient who requires both chemotherapy and radiation  
             therapy would no longer be able to choose to receive both forms  
             of treatment from a group practice in which medical oncologists  
             and radiation oncologists team together to provide coordinated  
             cancer care.

               A man with prostate cancer (the second leading cause of cancer  
             death in American men) would no longer be able to choose to  
             receive radiation therapy at a group practice specialized cancer  
             center in which radiation oncologists team with urologists and  
             uropathologists to diagnose and treat prostate cancer.

               A patient who has a biopsy done by a gastroenterologist or  
             urologist would no longer be able to choose to have the pathology  
             specimens prepared and examined by pathologists who work in  
             specialized labs that have been integrated into the  
             gastroenterology or urology practices.

               A patient who needs a magnetic resonance imaging (MRI) or  
             computed tomography (CT) scan to diagnose an injury or illness,  
             would no longer be able to choose to have that diagnostic test  
             furnished in his or her own physician's medical office or group  
             practice - whether that be an orthopaedic surgery,  
             gastroenterology, urology, oncology or cardiology group practice.

               A patient with a serious knee, shoulder, or back injury who  
             has had surgery or faces the prospect of surgery would no longer  
             be able to choose to have physical therapy provided by a physical  
             therapist who works in the same group practice as the orthopaedic  
             surgeon who ordered the physical therapy.

          CIPPC contends that the recent studies by the GAO examining referral  
          practices actually leads to the exact opposite conclusion than that  
          presented by SB 1215, and argues that the GAO did not recommend any  
          such change to federal law.

           Ambulatory Surgery Center Association  (ASCA) argues that eliminating  
          the in-office exception would force patients to leave their  
          physician's office to receive ancillary services in a different  





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          location, thereby increasing inefficiency, presenting significant  
          barriers to appropriate screenings and treatments and making  
          healthcare less accessible, convenient and affordable.  Rather than  
          moving healthcare delivery toward more coordination of care, the  
          legislation would lead to even greater fragmentation.  In addition,  
          the bill will severely undermine the ability of thousands of  
          physician practices to provide outpatient services and negatively  
          impact patients' ability to access care in a timely manner.   
          Contrary to the bill's assertions, the increase in self-referrals  
          has reflected the shift of non-emergency health care services from  
          the hospital to the outpatient setting, according to ASCA.

           California Orthopaedic Association  argues, "Just last year, the  
          Legislature approved and the Governor signed AB 1000, which  
          clarified that medical corporations may employ physical therapists  
          and other providers licensed under the Business and Professions  
          Code.  The bill was enacted in recognition of the importance of  
          physicians being able to deliver the most appropriate care in an  
          integrated, comprehensive care setting.  For the same reason,  
          California's self-referral prohibition has always contained an  
          exception for in-office services.  SB 1215 would disrupt the  
          integrated care setting and require patients to go elsewhere for  
          diagnostic tests and immediate therapy.  The resulting delays could  
          worsen the patient's condition-in many soft tissue conditions and  
          injuries, the orthopaedist must diagnose and treat quickly.  For  
          example, if a patient has a rotator cuff tear, delays in diagnosis  
          are particularly detrimental because the injured tendon may contract  
          and become irreparable.  Early diagnosis makes repair easier and  
          improves outcomes."

           California Chapter of the American College of Cardiology  (CA-ACC)  
          believes providing in office imaging tests provides significant  
          benefits to patients and results in lower overall healthcare costs.   
          CA-ACC argues that by prohibiting in office imaging tests this bill  
          will make health care less accessible, increase inefficiencies and  
          present significant barriers to appropriate screenings and  
          treatments, and states:  "It would result in delays in treatment and  
          a severing of the attending physician from the actual interpretation  
          of the test.  In addition, elimination of this exception would drive  
          patients to more expensive facilities, such as hospitals, to receive  
          these needed services.  Not only would this reduce access, but it  
          will also increase costs to not only the health care system but also  
          to the patients themselves as hospitals are paid significantly  
          higher fees for these services than the same performed in a  
          physician's office."






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           American Society of Neuroimaging  states:  "There is widespread  
          agreement that improving the U.S. health care system will require  
          more care coordination, not less.  The in-office exception  
          recognizes that referrals within a group practice promotes  
          continuity of care in a setting that is lower cost, more convenient,  
          and familiar to the patient.  Those providers who want to increase  
          their market share of advanced imaging, radiation therapy, anatomic  
          pathology, and physical therapy are calling for the elimination of  
          this exception."

           American Society for Dermatologic Surgery Association  (ASDSA) states  
          "[We agree] with the GAO and MedPAC experts.  Repealing the  
          exception, as proposed in SB 1215, would be harmful to dermatologic  
          surgeons and their patients.  Comprehensive services, such as those  
          provided by dermatologic surgeons trained and able to read their own  
          pathology slides while furnishing Mohs surgery, are necessary for  
          delivering life saving care to skin cancer patients."
                                                   
           American College of Surgeons  (ACS) states it has been supportive of  
          the goal of moving the nation's health care system to a system that  
          rewards the provision of high quality, efficient health care, but  
          indicates that this bill would make it more difficult to provide  
          this kind of integrated care, forcing patients to receive services  
          in a new setting, fragmenting care and increasing inefficiencies.  

           California Society of Industrial Medicine and Surgery  ;  California  
          Society of Physical Medicine and Rehabilitation  ; and the  California  
          Neurology Society  believe the bill is a solution in search of a  
          problem, stating that California has enacted extensive legislation  
          in both general healthcare and workers' compensation arenas to  
          strike a balance between self-referral and the expeditious and  
          efficient delivery of medical services.

          Several opponents of this measure, including the  Coalition for  
          Patient Centered Imaging  , have pointed out that on April 1, 2014  
          President Obama signed into law H.R.4302 (P.L. 113-93), which  
          promotes appropriate use criteria for advanced imaging services  
          provided in the office, hospital outpatient department and  
          ambulatory surgery centers.  Under Section 118 of the law, beginning  
          Jan. 1, 2017, professionals who furnish an advanced imaging test  
          must document the ordering professional's consultation of  
          appropriate use criteria in order to be paid for the service.  The  
          bill also directs the Centers for Medicare and Medicaid Services to  
          require prior authorization for advanced imaging services by  
          ordering professionals who are determined to be outliers with  
          respect to adherence to appropriate use criteria.  Opponents have  





                                                                        SB 1215
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          suggested that this approach ensures medical necessity while not  
          restricting physicians access to the tools and technologies that are  
          required for them to effectively diagnose and treat their patients  
          in the office setting.

        





        SUPPORT AND OPPOSITION:
        
         Support:  

        Alliance for Integrity in Medicare
        American Physical Therapy Association
        California Association of Health Plans
        California Labor Federation
        California Physical Therapy Association
        California Professional Firefighters 
        California Radiological Society
        California Society of Pathologists
        CALPIRG
        Consumer Attorneys of California 
        Independent Physical Therapists of California
        Local Health Plans of California
        Pacific Business Group on Health
        Physical Therapy Business Alliance
        PTPN
        Quest Diagnostics
        Sharp Healthcare
        Unite Here
        Numerous individuals


         Opposition:  

        Ambulatory Surgery Center Association 
        American Academy of Dermatology Association
        American College Of Mohs Surgery
        American College of Surgeons
        American Society for Dermatologic Surgery Association
        American Society of Neuroimaging
        American Society of Nuclear Cardiology
        American Urological Association 





                                                                        SB 1215
                                                                         Page 20



        Association of Northern California Oncologists
        California Ambulatory Surgery Association
        California Chapter of the American College of Cardiology
        California Integrated Physician Practice Coalition
        California Medical Association
        California Neurology Society
        California Occupational Medicine Physicians
        California Orthopaedic Association
        California Society of Anesthesiologists
        California Society of Dermatology and Dermatologic Surgery
        California Society of Industrial Medicine and Surgery
        California Society of Physical Medicine and Rehabilitation
        California Urological Association
        Coalition for Patient Centered Imaging
        Intersocietal Accreditation Commission
        Medical Imaging & Technology Alliance
        Southern California Orthopedic Institute
        Webster Orthopedics
        Zero - The End of Prostate Cancer
        Numerous individuals



        Consultant:G. V. Ayers