BILL ANALYSIS                                                                                                                                                                                                    



                                                                  AB 952
                                                                  Page  1

          CONCURRENCE IN SENATE AMENDMENTS
          AB 952 (Krekorian)
          As Amended July 23, 2009
          Majority vote
           
           ----------------------------------------------------------------- 
          |ASSEMBLY:  |76-0 |(June 2, 2009)  |SENATE: |38-0 |(August 27,    |
          |           |     |                |        |     |2009)          |
           ----------------------------------------------------------------- 
            
           Original Committee Reference:   HEALTH  

           SUMMARY  :  Authorizes a health care provider or a health care  
          service plan (health plan) to disclose private medical  
          information to an employee welfare benefit plan formed under the  
          federal Taft-Hartley Act (Taft-Hartley plan), or an entity  
          contracting with the Taft-Hartley plan, providing the disclosure  
          is for billing, claims management, medical data processing, or  
          other administrative services related to the provision of  
          medical care to employees enrolled in the Taft-Hartley plan, and  
          providing specified conditions are met.  Specifically,  this  
          bill  : 

          1)Authorizes a health care provider or a health plan, to  
            disclose medical information relating to an employee enrolled  
            in a Taft-Hartley plan, including medical information  
            otherwise protected by state and federal privacy laws, to a  
            Taft-Hartley plan, or an entity contracted with the  
            Taft-Hartley plan, for specified purposes, and if  all  of the  
            following conditions are met:

             a)   The disclosure is for the purpose of determining  
               eligibility, coordinating benefits, or allowing the  
               Taft-Hartley plan, or the contracting entity, to advocate  
               on behalf of a patient or enrollee with a health care  
               provider, a health plan, or a state or federal regulatory  
               agency;  

             b)   The request for the information is accompanied by a  
               written authorization for the release of the information  
               submitted by the patient, the legal representative of the  
               patient (if the patient is a minor or is incompetent), the  
               spouse of the patient, the person financially responsible  
               for the patient under specified circumstances, or the  
               beneficiary or personal representative of a deceased  








                                                                  AB 952
                                                                  Page  2

               patient; 

             c)   The disclosure is authorized by and made in a manner  
               consistent with the federal Health Insurance Portability  
               and Accountability Act of 1996 (HIPAA); and,

             d)   Any information disclosed is not further used or  
               disclosed by the recipient in any way that would directly  
               or indirectly violate the state Confidentiality of Medical  
               Information Act (CMIA), or the privacy restrictions imposed  
               by federal HIPAA regulations, including the manipulation of  
               the information in any way that might reveal individually  
               identifiable medical information.

          2)Exempts disclosures made pursuant to the provisions of this  
            bill from the existing prohibition that health plans and  
            health insurers may not release any information to an employer  
            that would directly or indirectly indicate that an employee is  
            receiving or has received services from a health care provider  
            covered by the health plan or insurer unless authorized to do  
            so by the employee.

           The Senate amendments  make technical and clarifying changes.
           EXISTING LAW  :

          1)Prohibits health plans and health insurers from releasing any  
            information to an employer that would directly or indirectly  
            indicate that an employee is receiving or has received  
            services from a health care provider covered by the health  
            plan or insurer unless authorized to do so by the employee.

          2)Prohibits, under the CMIA, a provider of health care, health  
            plan, or health care contractor from disclosing a person's  
            medical information without first obtaining that person's  
            authorization, except as specified.  Requires, however, a  
            health care provider, health care service plan, or health care  
            contractor to disclose protected medical information if  
            required by a subpoena, search warrant, or other court order,  
            as specified.  

          3)Permits under the CMIA, notwithstanding 2) above, a provider,  
            plan, or contractor to disclose information in other specified  
            circumstances, including for purposes of diagnosis or  
            treatment or as necessary to provide billing or other  
            administrative services to the provider or plan.  Prohibits a  








                                                                  AB 952
                                                                  Page  3

            provider, plan, or contractor from disclosing a person's  
            medical information for marketing purposes, or any other  
            purpose not necessary to provide health care services to the  
            patient, without express authorization from that person.  

          4)Prohibits, under the California Insurance Information and  
            Privacy Protection Act, insurers, including health insurers,  
            from disclosing any personal or privileged individual  
            information collected or received in an insurance transaction,  
            except as specified.

          5)Prohibits, under the federal HIPAA, with exceptions, covered  
            entities, as defined, from using or disclosing protected  
            health information, except pursuant to a written authorization  
            signed by the patient or for treatment, payment, or health  
            care operations, and generally requires a covered entity to  
            make reasonable efforts to limit the use or disclosure of  
            protected health information to the minimum necessary to  
            accomplish the intended purpose of the disclosure.  

          6)Defines, under the federal Taft-Hartley Act, an "employee  
            welfare benefit plan" as any plan, fund, or program which is  
            established or maintained by an employer or by an employee  
            organization, or by both, for the purpose of providing for its  
            participants or their beneficiary's medical insurance or other  
            specified employee benefits.  Authorizes employers to make  
            payments to a trust fund under specified circumstances, such  
            as if the trust fund is established for the sole and exclusive  
            benefit of the employees, and employees are equally  
            represented in the administration of the fund.

           AS PASSED BY THE ASSEMBLY  , this bill was substantially similar  
          to the version passed by the Senate.

           FISCAL EFFECT  :  According to the Senate Appropriations  
          Committee, pursuant to Senate Rule 28.8, negligible state costs.
           

          Analysis Prepared by  :    Deborah Kelch / HEALTH / (916) 319-2097


                                                                 FN:  
          0002450