BILL ANALYSIS                                                                                                                                                                                                    



                                                                  SB 1236
                                                                  Page  1

          Date of Hearing:   June 15, 2010

                            ASSEMBLY COMMITTEE ON HEALTH
                              William W. Monning, Chair
                    SB 1236 (Alquist) - As Amended:  June 10, 2010

           SENATE VOTE  :  35-0
           
          SUBJECT  :  Medi-Cal: utilization controls.

           SUMMARY  :  Creates a program where Treatment Authorization  
          Requests (TARs) shall not be required for inpatient  
          hospitalization of Medi-Cal beneficiaries at designated public  
          hospitals.  Specifically,  this bill  :

          1)Establishes a program in where state utilization controls  
            shall not be required for inpatient hospital services provided  
            by designated public hospitals, with participation being  
            optional for each hospital.  Requires the Department of Health  
            Care Services (DHCS) to consult with designated public  
            hospitals in the development of the program.

          2)Limits the program only to payments for Medi-Cal inpatient  
            claims where the non-federal share of expenditures are those  
            incurred by the designated public hospital or governmental  
            entity with which it is affiliated or are otherwise funded  
            with public funds transferred to the state from the designated  
            public hospital or local entity.

          3)Provides that the program become inoperative if the Director  
            of DHCS executes a declaration specifying that the nonfederal  
            share of expenditures for inpatient hospitalization in  
            designated public hospitals is not comprised of funds paid and  
            certified by designated public hospitals in accordance with  
            applicable state and federal requirements or the program will  
            otherwise result in increased costs to the General Fund.

          4)Requires DHCS to seek any necessary federal approvals,  
            including waivers and state plan amendments, for implementing  
            the above-described program, as specified.

           EXISTING LAW  :

          1)Establishes the Medi-Cal Program as California's Medicaid  
            program, administered by DHCS, which provides comprehensive  








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            health care coverage for certain low-income individuals and  
            their families; pregnant women; elderly, blind, or disabled  
            persons; nursing home residents; and, refugees who meet  
            specified eligibility criteria.  Establishes a schedule of  
            benefits under the Medi-Cal Program, which includes inpatient  
            hospital services, subject to utilization controls.  

          2)Requires health care providers to file TARs with DHCS to  
            obtain authorization for various inpatient and outpatient  
            services to Medi-Cal beneficiaries.  

          3)Establishes a pilot project that allows DHCS to perform prior  
            authorization through a random sampling methodology in place  
            of individual approval. 

           FISCAL EFFECT  :  According to the Senate Appropriations  
          Committee, this bill would have potential increased federal fund  
          expenditures potentially in the hundreds of thousands to low  
          millions annually per hospital and could result in additional  
          workload to DHCS in the low hundreds of thousands of dollars to  
          fund additional one-time staff in fiscal year 2010-11.  Funding  
          shared approximately 50% General Fund, 50% Federal Funds.   
          General Fund portion would be fully offset by public hospital  
          funds.

           COMMENTS  :

           1)PURPOSE OF THIS BILL  .  According to the author, the intent of  
            this bill is to allow Santa Clara Valley Medical Center  
            (SCVMC), the hospital owned and operated by the County of  
            Santa Clara, to self-certify Medi-Cal TARs.  According to the  
            author, self-certification would allow for more timely  
            reimbursement to the county, eliminate work for the state, and  
            reduce costs for the state associated with staffing TAR  
            reviews at SCVMC.  The author argues that the county has  
            struggled to cope with the delays in TAR review for years, but  
            that the situation has grown much more dire as, like the  
            state, the county has struggled with several years of budget  
            reductions and an increasingly serious cash-flow problem. 

          The author also argues that since the County is using their own  
            funds as the source of federal match, they have every  
            incentive to treat patients appropriately and economically,  
            without needing the state TAR process.  The author also points  
            out that, since the state no longer uses the General Fund to  








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            pay these hospitals, there is no fiscal risk for the state.   
            The author argues that since the bill would change the state's  
            role in TAR review for a large Medi-Cal provider, this bill  
            would actually free DHCS staff to either conduct TAR reviews  
            elsewhere or perform other health care related duties.  

           2)BACKGROUND  .  Prior to the implementation of the current  
            Medi-Cal Section 1115 hospital financing waiver, the  
            nonfederal share of public hospital inpatient fee for service  
            costs were paid by General Funds.  Under the waiver and the  
            implementing legislation, SB 1100 (Perata and Ducheny),  
            Chapter 560, Statutes of 2005, no General Funds are currently  
            used to reimburse public hospitals for services rendered to  
            Medi-Cal enrollees on a fee-for-service basis.  The designated  
            public hospitals use certified public expenditures (CPEs),  
            which are made up of local funds, to match federal funds.   
            Public hospitals that treat Medi-Cal enrollees enrolled in  
            Medi-Cal Managed Care are reimbursed through Medi-Cal managed  
            care plans through a separate process.  

          The SCVMC provides the majority of Medi-Cal inpatient services  
            for Santa Clara County residents enrolled in Medi-Cal.  In  
            2008, SCVMC provided 71,695 Medi-Cal inpatient days, which is  
            56.2% of the total number provided by the 11 hospitals in the  
            County.  Medi-Cal accounts for approximately 46% of the total  
            payments received by SCVMC each month, with total monthly  
            payments in the $38 million range, of that Medi-Cal inpatient  
            accounts are approximately 20% of the total monthly payment  
            received.

           3)TAR PROCESS  :  Medi-Cal providers are required to obtain a TAR  
            for specific procedures before reimbursement can be approved.   
            Originally intended as prior authorization, the TAR process  
            has become a retroactive payment approval process.  Generally,  
            providers mail or fax TARs to a specific field office or they  
            are submitted electronically and routed to the appropriate  
            field office.  

          Due to the high volume at SCVMC, instead of individual  
            submission, a state Review Nurse comes on site, reviews the  
            documents and medical records, authorizes the TAR and enters  
            it electronically in to the state system.  According to the  
            sponsor, due to the State's budget situation, and compounded  
            by staff furloughs, the number of days that state Review  
            Nurses are on site at SCVMC has dropped dramatically, from  








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            more than ten days per month to four days per month,  
            aggravating the delay. As a result, the hospital incurs some  
            delay before they can receive their federal reimbursement.   
            The TARs are approved retroactively, so patient health and  
            safety is not compromised by the delay. 

           4)TAR REFORM  .  The Medi-Cal TAR system has been the subject of  
            critical review.  According to a 2003 Medi-Cal Policy  
            Institute (MPI) Report, "Medi-Cal Treatment Authorization and  
            Claims Processing: Improving Efficiency and Access to Care,"  
            Outlook Associates, Inc., the Medi-Cal TAR system does not  
            meet the standards of most other systems.  It requires  
            submission of a form, usually by mail, and turnaround time is  
            up to two weeks, as compared to two days in other systems.  

          The 2003 MPI Report also states that it has become more of a  
            retroactive payment approval process for services that have  
            been already rendered than the review of medical necessity and  
            quality that was originally intended and is typical in other  
            systems.  At that time, the 2003 MPI Report noted that  
            hospital TARs were of a particular concern.  The system of a  
            "per diem" evaluation as compared to a "per discharge" used by  
            other systems leads to lengthier and inconsistent  
            adjudications.  The 2003 MPI Report also noted that most  
            payers were moving to other types of systems to accomplish the  
            goals of a TAR system which are reviewing medical necessity,  
            ensuring cost control and detecting fraud.

          The California State Auditor recently issued a Report as well,  
            "Department of Health Care Services: It Needs to Streamline  
            Medi-Cal Treatment Authorizations and Respond to Authorization  
            Requests Within Legal Time Limits," May 2010, Report 2009-112,  
            (BSA May 2010 Report).  The BSA MAY 2010 Report concludes that  
            DHCS is missing opportunities to streamline the provision of  
            Medi-Cal services and improve its level of service.  The BSA  
            May 2010 Report states that DHCS manually adjudicates all  
            medical TARs even though it only denied a relatively small  
            portion of these TARs in almost half of the instances in  
            fiscal years 2007-08 and 2008-09.  According to the BSA May  
            2010 Report, DHCS data does indicate that the TAR process as a  
            whole saves substantially more money in claims it avoids  
            having to pay to Medi-Cal providers than it costs to  
            administer.  However, the BSA May 2010 Report concludes that  
            despite compelling reasons for DHCS to perform a cost-benefit  
            analysis of the segment of its TAR process associated with  








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            service categories with low denial rates, low service costs,  
            or high administrative costs it has not done so.  According to  
            the BSA May 2010 Report, hospital days compromised almost 10%  
            of all TARs and had a denial rate of less than 4%.  

           5)MEDI-CAL SUPERIOR SYSTEMS WAIVER  .  The Health Budget Trailer  
            Bill of 2004, SB 1103 ( Committee on Budget), Chapter 228,  
            Statutes of 2004, authorizes DHCS to apply a sampling  
            methodology based on industry standards, to pursue additional  
            means to improve and streamline the TAR process and  
            specifically referenced the 2003 MPI Report.  As a result, The  
            Medi-Cal Superior Systems Waiver (SSW) was established to  
            determine if an alternate approach best meets the state's  
            needs.  California requested approval from the federal Centers  
            for Medicare & Medicaid Services (CMS) to conduct a pilot  
            project in selected public hospitals to test a utilization  
            review methodology that uses InterQual, a proprietary set of  
            standardized criteria for determining medical necessity. 

          The SSW was approved by CMS in December 2008 and its term ends  
            in December 2010. DHCS implemented the pilot project in early  
            2009.  Two County hospitals currently participate, Alameda  
            County Medical Center and San Joaquin General Hospital.   
            According to DHCS, these hospitals use InterQual instead of  
            submitting TARs.  They submit claims to Medi-Cal based on the  
            services authorized via InterQual.  DHCS staff conducts site  
            visits to review charts from a sample of patients from each  
            hospital to compare the hospitals' utilization patterns (acute  
            in-patient days approved/denied, etc.) when InterQual and  
            Medi-Cal criteria are used.  DHCS will be evaluating the data  
            to determine if it is successful and could be expanded to  
            facilities in other parts of the state.  

          This bill would permit the alteration of the utilization control  
            methods at up to 19 of the 22 designated public hospitals.   
            The SSW is up for its biennial renewal in December 2010, at  
            which time DHCS would renew the waiver as per usual and would  
            also, pursuant to this bill, apply to the federal government  
            to add any of the 19 designated public hospitals that apply to  
            the pilot project.

           6)SUPPORT  .  According to Santa Clara County, the delay in TAR  
            review and subsequent authorization creates a significant  
            billing back-log and cash flow problem.  For example, over a  
            recent four month period, there were anywhere from 279 to 426  








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            admissions pending review, creating a delay in payment to the  
            county of $4 to $7 million.  The county argues that they would  
            approve TARs through a hospital-based utilization review  
            committee and that process would be subject to a retrospective  
            audit conducted by the state to ensure the appropriateness of  
            all claims.

          The California Children's Hospital Association supports the bill  
            because they see it freeing up state resources that could be  
            used at other hospitals, including children's hospitals.  They  
            argue that this move could result in improved access to care  
            for Medi-Cal beneficiaries.  

          The California State Association of Counties points out in  
            support that the only General Fund expenditure involved in the  
            current process is the costly and time-consuming review of  
            TARs.  This bill would eliminate this state review, freeing up  
            state time and resources.  

           REGISTERED SUPPORT / OPPOSITION  :   

           Support  
          California Association of Public Hospitals and Health Systems
          California Children's Hospital Association
          California Medical Association
          California State Association of Counties
          County of San Bernardino
          County of Santa Clara

           Opposition 
           None on file.

           Analysis Prepared by  :    Marjorie Swartz / HEALTH / (916)  
          319-2097