BILL ANALYSIS                                                                                                                                                                                                    






                             SENATE COMMITTEE ON INSURANCE
                             Senator Jackie Speier, Chair


        SB 1092 (Sher)                     Hearing Date:  April 4,

        As Introduced: February 23, 2001
        Fiscal:             No
        Urgency:       No

         SUMMARY

         This bill would define "grievance" to include any written or oral  
        expression of dissatisfaction and would declare that where the health  
        care service plan (plan) is unable to distinguish between a grievance  
        and an inquiry, the plan shall deem the matter to be a grievance.
         
        DIGEST

        Existing law
          
         1.  Provides for the licensure and regulation of plans by the  
            Department of Managed Health Care (DMHC).

        2.  Requires that each plan establish and maintain a system approved  
            by DMHC whereby enrollees may submit their grievances to a plan.
         
        This bill

         1.  Would define "grievance" to include any written or oral expression  
            of dissatisfaction, and shall include any complaint, dispute,  
            request for reconsideration, or appeal made by a subscriber or  
            enrollee or by his or her representative to a plan or to an entity  
            to which a plan has delegated authority to resolve grievances on  
            behalf of the plan.

        2.  Would declare that any uncertainty as to whether any expression of  
            dissatisfaction is an inquiry or grievance shall be resolved by  
            finding that it is a grievance.

        3.  Would provide technical clarification that also allows  
            "subscribers" to submit grievances to a plan.

         COMMENTS

         1.   Purpose of the bill  .  The author states that the purpose of the  




                                                      SB 1092, Page 2




            bill is to establish a regulatory system that inspires consumer  
            confidence.  The author believes that this can be accomplished  
            through the enactment of a broadly defined grievance statute that  
            would:
             a.        Ensure that all patient complaints would be treated  
             equally and that enrollees would not be disadvantaged if their  
             plan had failed to adopt a more broadly defined grievance  
             procedure.
             b.        Ensure that a verbal complaint is given the same weight  
             as a written complaint.  The author notes that requiring  
             complaints in writing will disadvantage enrollees in lower  
             socio-economic levels of society who may be less likely to  
             effectively communicate their complaint in writing. 
             c.        Discourage a plan from attempting to persuade enrollees  
             to not file a grievance in return for assurances from the plan  
             that their complaint would be worked out informally. 

             Finally, the author points out that the definition of grievance  
             used in this bill is consistent with the definition proposed by  
             DMHC and is similar to Blue Shield's definition: "Any written or  
             verbal communication that expresses specific dissatisfaction with  
             Blue Shield, its policies, procedures, actions, determinations,  
             employees, providers, or suppliers, that is received by Blue  
             Shield or on behalf of a member."  Blue Cross defines grievance  
             as "An expression, either written or verbal, of dissatisfaction  
             where the member requests a formal investigation."   
          
        2.   Support  .  The Western Center on Law and Poverty (WCLP) is the  
            sponsor of the bill and believes that defining "grievance" in a  
            fashion that is most favorable to consumers is necessary to comply  
            with the intent of the 1999-00 HMO reform legislation.  

            WCLP notes that, under the reform legislation, the responsibility  
            for licensure and regulation was shifted from the Department of  
            Corporations (DOC) to the newly created DMHC and believes that the  
            impetus for this change and the subsequent changes to the  
            grievance process was a desire for increased oversight of plans  
            and expanded consumer assistance. 

            WCLP asserts that the increased emphasis on resolving grievances  
            has led some of the plans to make the argument that "grievances"  
            should only include certain limited types of complaints, or to  
            only include communication where the enrollee requests that the  
            plan take specific action or change a prior decision.  The sponsor  
            notes that some plans also proposed to limit grievance to  
            communications relating to benefit coverage, medical necessity  




                                                      SB 1092, Page 3




            determinations, quality of care, access to care, or quality of  
            service.

            WCLP notes that the definition fostered by some plans is not as  
            broad as the one used by the DOC prior to the HMO reform  
            legislation.  The sponsor hopes to codify DMHC's new and more  
            expansive definition of grievance. 

        3.   Opposition  .  Blue Cross (BC) opposes the bill because it believes  
            the proposed definition of "grievance" is too broad and will lead  
            to more, rather than less, delays responding to consumer  
            complaints.  BC asserts that current law requires that all plans  
            maintain a DMHC grievance system that allows enrollees to submit  
            their grievances to the plan.  In addition, plans are required to  
            notify each enrollee upon enrollment and annually thereafter about  
            how to access the grievance system.  Finally, DMHC has approved  
            grievance forms that the plans must use and requires the plan to  
            provide a written response to each grievance.

            BC reports that it receives approximately 1.5 million routine  
            consumer calls per month.  According to BC, roughly 25% of those  
            inquiries involve an issue that would meet the bill's definition  
            of grievance, even though they could be resolved quickly, over the  
            phone, or in a follow-up call.  BC maintains that this bill would  
            require that it treat all of these calls as a formal grievance.   
            As such, BC would then be required to send each enrollee a  
            grievance letter explaining the reasons for its response, even  
            though the matter may have been resolved. 

            By forcing the plans to address routine calls through the formal  
            grievance process, BC asserts that the truly egregious complaints  
            would get lost in a "sea of routine matters."

        4.   Committee Comments  .  A technical amendment is recommended on page  
            2 line 6 to add "subscriber or" before "enrollee" in order to  
            maintain consistency with the change made on page 1 line 5 of the  
            bill.

         POSITIONS
        
        Support
         
        Western Center on Law and Poverty (Sponsor)
        California Medical Association'
        Center for Public Interest Law
        Children's Advocacy Institute




                                                      SB 1092, Page 4




        Consumers Union
        Health Access California

          Oppose
             
        Blue Cross of California
        Health Insurance Association of America

        Consultant:   Michael A. Paiva