BILL ANALYSIS                                                                                                                                                                                                    






                                 SENATE HEALTH
                               COMMITTEE ANALYSIS
                        Senator Elaine K. Alquist, Chair


          BILL NO:       AB 2533                                      
          A
          AUTHOR:        Fuentes                                      
          B
          AMENDED:       June 23, 2010                               
          HEARING DATE:  June 30, 2010                                
          2
          CONSULTANT:                                                 
          5
          Chan-Sawin/cjt                                              
          3
                                                                       
                                         3
                                        
                                     SUBJECT
                                         
                      Health care coverage: quality rating

                                     SUMMARY  

          Expands the reporting requirements required of health care  
          service plans (health plans) and health insurers, as  
          specified, related to economic profiling of physicians,  
          providers, medical groups, or individual practice  
          associations (IPAs) to also apply to quality rating, as  
          defined.  Requires health plans and insurers to make such  
          filings with their respective departments immediately upon  
          adoption, or within 30 days of making any changes.   
          Modifies the required content of such filings, as  
          specified.  Requires a health plan or insurer that  
          submitted a filing prior to January 1, 2011, to update the  
          filing by March 31, 2011, to comply with the bill's  
          requirements, and to reflect the health plan or insurer's  
          current policies and procedures.

                             CHANGES TO EXISTING LAW  

          Existing law:
          Provides for the regulation of health plans and insurers by  
          the Department of Managed Health Care (DMHC) and the  
          California Department of Insurance (CDI), respectively. 
                                                         Continued---



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          Requires every plan and insurer, on or before July 1, 1999,  
          to file with their respective departments, a description of  
          the policies and procedures related to economic profiling  
          used by the plan or insurer and its medical groups and  
          IPAs.  Also requires changes to these policies and  
          procedures to be filed with DMHC and CDI.

          Defines "economic profiling" as any evaluation of a  
          particular physician, provider, medical group, or IPA,  
          based in whole or in part on the economic costs or  
          utilization of services associated with medical care  
          provided or authorized by the physician, provider, medical  
          group, or IPA.

          Defines "provider" to mean any professional person,  
          organization, health facility, or other person or  
          institution licensed by the state to deliver or furnish  
          health care services.

          Requires the Director of DMHC and the Insurance  
          Commissioner to make these filings available to the public  
          upon request, with certain exceptions.

          Requires health plans and insurers, or its contracting  
          medical group or IPA (as a condition of contract), to  
          provide, upon request, a copy of economic profiling  
          information to the profiled individual provider, group, or  
          association.  

          Requires the filing with DMHC and CDI, respectively, to  
          describe how these policies and procedures are used for  
          utilization review, peer review, incentive and penalty  
          programs, and in provider retention and termination  
          decisions.

          Requires the filing to indicate in what manner, if any, the  
          economic profiling system being used takes into  
          consideration risk adjustments that reflect case mix, type  
          and severity of patient illness, age of patients, and other  
          enrollee characteristics that may account for higher- or  
          lower-than-expected costs or utilization of services. 

          This bill:
          Expands the reporting requirements required of health care  




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          service plans (health plans) and health insurers, as  
          specified, related to economic profiling of physicians,  
          providers, medical groups, or IPAs to also apply to quality  
          rating, as defined.  

          Defines "quality rating" as any effort by a health plan or  
          insurer, or by an entity contracted by a health plan or  
          insurer, to develop, evaluate, rate, or designate a  
          particular physician, provider, medical group, or IPA  
          based, in whole or in part, on quality measurements and  
          claims data.

          Requires filings of the policies and procedures related to  
          economic profiling or quality rating to be made to the  
          respective department immediately upon adoption of the  
          policies and procedures, and within 30 days of adopting any  
          changes.  

          Requires a plan or insurer that has made such a filing  
          prior to January 1, 2011 to update their filing by March  
          31, 2011, in order to meet requirements of this section and  
          to reflect its current policies and procedures.

          Specifies that such filings should include a description of  
          how the policies and procedures are used to: 1) designate  
          or rate a particular physician, provider, medical group, or  
          IPAs within the plan or insurer's existing network, and 2)  
          to encourage patients to see only designated or rated  
          physician, provider, medical group, or IPA within the  
          existing network.

          Requires such filings to include a description of the  
          manner and methodology used to share results from economic  
          profiling and quality rating with patients.

          Requires such filings to indicate in what manner, if any,  
          the economic profiling or quality rating system being used  
          takes into consideration risk adjustments to also reflect  
          the accuracy and reliability of data relied upon, and  
          patient compliance that may account for higher- or  
          lower-than-expected cost, utilization, and quality of  
          services. 

          Makes other technical and clarifying changes.
                                  FISCAL IMPACT  




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          According to the Assembly Appropriations Committee analysis  
          of a prior version of this bill, minor and absorbable  
          workload to state regulators to continue oversight of  
          health plan and health insurer reporting.

                            BACKGROUND AND DISCUSSION  

          According to the author, AB 2533 is necessary to extend  
          requirements relating to health plan and insurer disclosure  
          requirements regarding economic profiling to physician  
          quality rating in order to improve transparency on how  
          quality rating of providers is performed.  The author  
          asserts that many health plans and insurers are attempting  
          to rate physicians based on quality or cost measures  
          without the consent of physicians.  In addition, although  
          health plans and insurers are required to file the policies  
          and procedures regarding economic profiling with their  
          state regulatory agencies, it is unclear if changes to such  
          policies and procedures after the initial filing are also  
          provided to the respective state agency.  This bill would  
          not only require health plans and insurers to file policies  
          and procedures related to economic profiling and quality  
          rating of providers and provider groups, it would also  
          require health plans and insurers to maintain and update  
          such filings.

          The author states that quality rating programs, such as the  
          California Physician Performance Initiative (CPPI), are  
          fraught with multiple problems, including incompleteness of  
          claims data, and statistically invalid patient sample size,  
          and can be misleading to patients due to inaccurate  
          information.  Given that there are many concerns about the  
          accuracy of the claims data used by health plans and  
          insurers, and the irreparable harm such ratings may bring  
          to a physician's personal and professional reputation, the  
          author contends that health plans, insurers, or any  
          third-party entity contracted to conduct a quality rating  
          program should be required to disclose, to patients and  
          providers, a description of the policies and procedures  
          related to the rating.

          Physician rating programs
          Programs to rate, grade, rank or tier physicians based on  
          cost, quality or other measures are becoming more prevalent  




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          as the demand for greater transparency and accountability  
          in the nation's health care system intensifies.  Physicians  
          may be rated in a variety of ways by health plans, payers,  
          hospitals or other entities that have some control over  
          their practices or payments.  Rating may be used to reward  
          high-quality or low-cost care, or to discourage patients  
          from seeing poor performers.  According to a March 2010 New  
          England Journal of Medicine article on the related topic of  
          physician cost profiling, health plans have limited the  
          number of physicians who receive in-network contracts,  
          offered patients differential copayments to encourage them  
          to visit "high-performance physicians" (i.e., those  
          providing higher-quality, lower-cost services), paid  
          bonuses to physicians whose patterns of resource use are  
          lower than average, and publicly reported the relative  
          costs of physicians' services.  In more and more  
          communities and settings, mechanisms to evaluate and  
          differentiate physicians are under development as a way to  
          promote clinical and economic value in health care  
          expenditures. 

          As health plans and other entities have begun to publicly  
          report information about physician quality and cost  
          efficiency, physicians are expressing greater concern about  
          the accuracy of the public information and the methods that  
          are used to create and disseminate this information. In  
          order to safeguard the interests of both patients and  
          physicians, policymakers have begun to regulate how  
          physicians are rated and how that information is presented  
          to consumers.  Advocates of consumer-driven health care  
          hope that when consumers have solid data comparing  
          providers' quality of care and cost effectiveness, they  
          will make sound choices that will bring U.S. health care  
          costs down.  On the other hand, physician ranking systems  
          built on inaccurate and incomplete data offer no benefit to  
          consumers, and unfairly penalize physicians who are  
          inappropriately placed in a lower tier.
          
          The California Physician Performance Initiative (CPPI)
          Established in 2006, the California Physician Performance  
          Initiative (CPPI) is a physician rating project aimed at  
          measuring and reporting the quality of patient care  
          provided by individual Californian physicians.  The project  
          is administered by the California Cooperative Health Care  
          Reporting Initiative (CCHRI), a group that collaborates on  




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          quality issues, and whose members include employer,  
          consumer, health plan, and physician groups.  Start-up  
          funding for CPPI was provided by the federal Centers for  
          Medicare and Medicaid Services, the California HealthCare  
          Foundation, the Pacific Business Group on Health, and the  
          pharmaceutical company, Merck.  

          The CPPI has mainly focused on measuring primary care  
          physicians and internists, but continues to expand to other  
          specialties, such as cardiologists, endocrinologists,  
          pulmonologists, gastroenterologists, and rheumatologists.   
          Its goal is to improve patient care and affordability by:

             1.   Reporting results to physicians to help them gauge  
               how well the care their patients receive meet national  
               standards of care;

             2.   Applying the performance results in ways to help  
               consumers and purchasers get better value when they  
               choose providers and use health care services; and, 

             3.   Adopting performance measures and reporting methods  
               using the best available science to set performance  
               standards.

          The CPPI assesses physician performance using  
          evidence-based, clinical quality measures endorsed by  
          national standard-setting bodies, such as the National  
          Quality Forum (NQF) and the American Medical Association's  
          Physician Consortium on Performance Improvement.  According  
          to CCHRI, the measures for 2008 and 2009 were related to  
          preventive care and chronic condition management, and were  
          based on medical claims data aggregated across California's  
          three largest commercial PPO health plans (Anthem Blue  
          Cross, Blue Shield of California, and United Healthcare)  
          and the Anthem Blue Cross and Blue Shield of California  
          commercial HMO health plans.  Individual reports were sent  
          to over 13,000 physicians annually, and each physician was  
          asked to review and provide corrections to the data used in  
          their rating.  In 2009, nearly 1,200 physicians submitted  
          corrections.  CCHRI states that the initial data used to  
          produce the CPPI quality measures was found to be 93  
          percent complete and accurate, and physicians with  
          insufficient data for a particular performance measure were  
          not reported and scored for that measure.




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          According to the CCHRI website, Blue Shield of California  
          has notified its network physicians of the plan's intent to  
          use CPPI quality results to recognize top performing  
          physicians.  This recognition is displayed in the plan  
          physician directory that is provided to health plan  
          members.  Physicians are recognized for results that affirm  
          that a threshold number of patients have received the  
          designated service for a given quality measure.  The  
          performance recognition is measure-specific - a physician  
          can merit recognition for any of the CPPI measures for  
          which they have reliable results.  The other two CPPI  
          participating plans, Anthem Blue Cross and United  
          Healthcare, have not announced any plans to use CPPI  
          results at this time.

          Physician profiling nationally and in other states
          In 2006, a physician-rating initiative by a health plan in  
          Washington prompted the first lawsuit challenging insurance  
          companies' physician rating programs, alleging defamation  
          of physicians and violation of consumer-protection laws as  
          a result of the publication of inaccurate information.   
          Since then, similar lawsuits have been filed in  
          Connecticut, Massachusetts, and New York.  

          In 2007, the New York State Attorney General commenced an  
          industry-wide investigation into insurers' "doctor-ranking"  
          programs.  As a result, settlement agreements were reached  
          with several health insurance companies, and out of those  
          agreements, the Patient Charter for Physician Performance  
          Measurement, Reporting and Tiering Programs (Patient  
          Charter) was created.  

          The Patient Charter, which is endorsed by the AARP, the  
          National Partnership for Women & Families, the AFL-CIO, the  
          Leapfrog Group, the Pacific Business Group on Health, the  
          National Business Coalition, and several physician groups  
          (including the American Medical Association) creates a  
          national set of principles to guide the measurement and  
          reporting of physician performance.  The Patient Charter  
          calls for: 

             1.   Reliance on National Quality Foundation measures as  
               a first choice, and then measures approved by national  
               accrediting bodies, such as the National Committee for  




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               Quality Assurance (NCQA) and the Joint Commission on  
               Accreditation of Healthcare Organizations (JCAHO); 

             2.   Provider and consumer input on supplemental  
               measures, if any are to be used; 

             3.   A transparent provider rating method; and, 

             4.   Coordinated data collection by independent third  
               parties. 

          According to the Consumer-Purchaser Disclosure Project, an  
          initiative funded by the Robert Woods Johnson Foundation,  
          health plans and insurers that adopt the Patient Charter  
          agree to retain, at their own expense, the services of a  
          nationally recognized, independent health care quality  
          standard-setting organization, such as NCQA, to review the  
          plan's programs for consumers that measure, report, and  
          tier physicians based on their performance. This review  
          should include a comparison to national standards and a  
          report detailing the measures and methodologies used by the  
          health plan.  Health plans and insurers must also adhere to  
          the specified criteria for physician performance  
          measurement, reporting and tiering, and must make this  
          adherence known to their enrollees and the public.

          As of March 10, 2010, six national health insurers have  
          committed to fulfilling the Patient Charter.  Of these six,  
          only Cigna has received the NCQA certification for  
          physician quality rating for insurance products in  
          California.  Aetna has received provisional certification  
          for products in the Los Angeles and San Diego areas.  The  
          CPPI complies with the methodological requirements of the  
          Patient Charter model.

          Citing the potential for unfair or inaccurate physician  
          profiling, as well as the need for greater transparency of  
          information about health care quality and costs, Colorado  
          enacted a law in 2008 requiring minimum standards and  
          specific procedures for health-plan physician-rating  
          systems.  While the New York agreements and the Patient  
          Charter apply only to those health plans that agree to  
          abide by their terms, Colorado's law establishes procedures  
          that must be followed by every health plan in the state.  
          Similar legislation was introduced in the Oklahoma  




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          legislature in 2008, and in the Maryland and Texas  
          Legislatures in February 2009.

          Physician rating and federal health reform 
          The recently enacted federal health reform act, the Patient  
          Protection and Affordable Care Act (PPACA), contains  
          significant and sweeping changes to the health care and  
          health insurance industry in the United States.  These  
          changes include a number of provisions relating to  
          performance measurement and quality improvement, including:

             1.   Identifying gaps in quality measurement and  
               developing missing quality measures;

             2.   Promoting standardization of quality measures,  
               including convening a multi-stakeholder process to  
               develop a list of quality measures for use in public  
               reporting or payment;

             3.   Providing grants for the collection and aggregation  
               of data on quality and resource use measures for  
               public reporting;

             4.   Developing of a core set of quality measures and  
               requiring the reporting of those requirements for  
               state Medicaid programs; and,

             5.   Requiring public reporting of physician performance  
               for physicians, including outcomes, patient experience  
               and other important indicators.

          Arguments in support
          The California Medical Association (CMA), the sponsor of  
          this bill, asserts that this bill will help patients from  
          being misled by health plans and insurers whose current  
          methods to rate physicians, with respect to quality, are  
          fraught with inaccuracy.  CMA states that shortcomings of  
          such quality measurement programs, like the CPPI, include,  
          but are not limited to, incompleteness of claims data, and  
          statistically invalid patient sample size.  CMA further  
          points out that many insurers and plans, and other  
          third-party entities, are conducting physician quality  
          ratings without the knowledge or consent of physicians, who  
          should be provided an opportunity to review the data and  
          methodology used to rate them.




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          The Network of Ethnic Physician Organizations (NEPO), a  
          collaborative of over 50 ethnic physician organizations in  
          California, and the Osteopathic Physicians & Surgeons of  
          California (OPSC) support this bill, stating that, although  
          well intended, the CPPI is misleading to the public.  NEPO  
          and OPSC asserts that several researchers from across the  
          nation have found that the majority of physicians do not  
          have cost profiles that meet common thresholds of  
          reliability.  By requiring measurement and reporting  
          information to undergo more scrutiny before becoming  
          available to the public, NEPO and OPSC believes this bill  
          will result in the availability of more accurate and useful  
          physician practice information.

          The American Congress of Obstetricians and Gynecologists,  
          District IX (ACOG) states that, in the rush to make quality  
          and economic accountability decisions in a field where  
          there can be great differences in what each patient needs,  
          one size fits all is not an appropriate approach.  ACOG  
          asserts that AB 2533 tempers and modulates the efforts by  
          plans and insurers to use strict economic credentialing  
          criteria and quality indicators to rate physicians, so as  
          to provide for an opportunity for regulatory input.

          The California Chiropractic Association (CCA) also writes  
          in support, stating that CCA has received several  
          complaints from its members that claims information used to  
          develop quality ratings for providers is often incorrect or  
          misleading.  Since a low-quality rating can have tremendous  
          impact on a doctor's ability to practice, and may cause  
          irreparable harm to a physician's personal and professional  
          reputation, any health plan that develops a quality rating  
          program should be required to disclose a description for  
          the policies and procedures related to that rating.

          Related bills
          SB 196 (Corbett) of 2009 as introduced, would have  
          prohibited a contract between a health care provider and a  
          health plan from containing a provision that restricts the  
          ability of the health plan to furnish information on the  
          cost of procedures or health care quality information to  
          plan enrollees.  Substantively changed to another subject  
          area before the first policy hearing.





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          AB 2389 (Gaines) of 2009 prohibits a contract by, or on  
          behalf of, a licensed hospital or health care facility and  
          a health plan or insurer from containing a provision that  
          restricts the ability of the plan or insurer to furnish  
          information to enrollees on the cost range of procedures or  
          quality of services performed by the hospital or facility,  
          as specified.  Provides an appeals process for quality of  
          care data, as specified.  Pending hearing in the Senate  
          Appropriations Committee.
               
          Prior legislation
          SB 1300 (Corbett) of 2007 would have prohibited a contract  
          between a health care provider and a health plan from  
          containing a provision that restricts the ability of the  
          health plan to furnish information on the cost of  
          procedures or health care quality information to plan  
          enrollees.  Failed passage on the Senate Floor.  
           
          ABX1 1 (Nunez) of 2007 would have established a committee  
          to develop a plan to improve and expand public reporting of  
          health care safety, quality, and cost information, as  
          specified.  Would additionally have required Office of  
          Statewide Health Planning & Development (OSHPD), beginning  
          January 1, 2010, to publish risk-adjusted outcome reports  
          for percutaneous coronary interventions (for example,  
          angioplasty and stents) conducted in hospitals, and to  
          compare risk-adjusted outcomes by hospital and physician.   
          Failed passage in the Senate Health Committee.

          AB 8 (Nunez) of 2007 would have established a commission to  
          develop a plan to improve and expand public reporting of  
          health care safety, quality, and cost information, as  
          specified.  Would also have required its commission to  
          publicly report certain patient safety and quality  
          indicators, and health care associated infection rates, for  
          each acute care hospital licensed in California.  Vetoed by  
          the Governor.

          AB 1296 (Torrico), Chapter 698, Statutes of 2007, requires  
          a health plan or contractor offering health benefits to  
          PERS members and annuitants to disclose to PERS the cost,  
          utilization, actual claim payments, and contract allowance  
          amounts for health care services rendered by participating  
          hospitals to each member and annuitant.  Requires this  
          information to be deemed confidential information.




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          AB 2967 (Lieber) of 2007 would have established a Health  
          Care Cost and Quality Transparency Committee to develop and  
          recommend to the Secretary of the Health and Human Services  
          Agency a health care cost and quality transparency plan,  
          and makes the Secretary responsible for the timely  
          implementation of the transparency plan.  Failed passage on  
          the Senate Floor.

          AB 1045 (Frommer), Chapter 532, Statutes of 2005, requires  
          each hospital to submit to OSHPD its average charges for 25  
          common outpatient procedures and requires OSHPD to post the  
          information on its website, requires OSHPD to publish and  
          update on its website a list of the 25 most commonly  
          performed inpatient procedures in California hospitals  
          along with each hospital's average charges for those  
          procedures, and requires hospitals, upon request, to  
          provide a person without health coverage a written estimate  
          of the amount the hospital will charge for services,  
          procedures, and supplies that are expected to be provided  
          to the person by the hospital, as specified.

          AB 1627 (Frommer), Chapter 582, Statutes of 2003, requires  
          hospitals to make available to the public their charge  
          description masters and to file them with OSHPD; requires  
          hospitals to compile and make available lists of charges  
          for commonly performed procedures and authorizes OSHPD to  
          compile a list of the 10 most common Medicare "diagnosis  
          related groups," a system to group similar hospital cases,  
          and the average charges.  

          AB 78 (Gallegos), Chapter 525, Statutes of 1999, among  
          other things, established filing requirements regarding  
          economic profiling policies and procedures used by health  
          plans and its medical groups and IPAs.  
           
          SB 984 (Rosenthal), Chapter 893, Statutes of 1998, requires  
          health plans and insurers to file with regulators a  
          description of any economic profiling and associated  
          policies and procedures employed by the health plan, its  
          medical groups, and IPAs.

                                  PRIOR ACTIONS

           Assembly Health Committee:    19-0




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          Assembly Appropriations Committee:17-0
          Assembly Floor:               77-0

                                     COMMENTS
           
          1.  Measuring physician performance is a relatively new,  
          complex, and rapidly evolving area.  Currently, physician  
          performance and quality ratings are often based on analyses  
          of a single insurer's claims and enrollment data, which  
          have limitations in measurement reliability.  Broader  
          implementation of electronic medical records that are  
          expressly designed to generate more robust performance  
          measures, and can capture a larger sample size that spans  
          across insurers, will help considerably with quality rating  
          accuracy.  

                                    POSITIONS  
                                        
          Support:   California Medical Association (sponsor)
                 American Congress of Obstetricians and  
                 Gynecologists, District IX
                 California Chiropractic Association 
                 Network of Ethnic Physician Organizations (NEPO)
                 Osteopathic Physicians & Surgeons of California

          Oppose:  None received


                                   -- END --