BILL ANALYSIS                                                                                                                                                                                                    �






                 Senate Committee on Labor and Industrial Relations
                                 Ted W. Lieu, Chair

          Date of Hearing: June 8, 2011                20011-2012 Regular 
          Session                              
          Consultant: Alma Perez                       Fiscal:No
                                                       Urgency: No
          
                                   Bill No: AB 584
                                    Author: Fong
                          Version: As amended April 6, 2011
          

                                       SUBJECT
          
                     Workers' compensation: utilization review 


                                      KEY ISSUE

          Should the authority to perform workers' compensation 
          utilization reviews of medical treatment be restricted to 
          California licensed physicians only? 
          

                                       PURPOSE
          
          To prohibit workers' compensation medical treatment evaluations 
          by physicians not licensed in California.  


                                      ANALYSIS
          
           Existing law  establishes a workers' compensation system, 
          administered by the Administrative Director (AD) of the Division 
          of Workers' Compensation (DWC), to compensate an employee for 
          injuries that arise out of, or in the course of, employment.  
          Employers are required to secure the payment of workers' 
          compensation for injuries incurred by their employees. 
           
          Existing law  requires every employer to establish a medical 
          treatment utilization review (UR) process, in compliance with 
          specified requirements, either directly or through its insurer 
          or an entity with which the employer or insurer contracts for 
          these services.  










           Under existing law:
                  UR means utilization review or utilization management 
               functions that prospectively, retrospectively, or 
               concurrently review and approve, modify, delay, or deny 
               treatment recommendations by physicians, based on medical 
               treatment guidelines, as specified.  

                 "Physician" means physicians or surgeons holding an M.D. 
               or D.O. degree, psychologists, acupuncturists, 
               optometrists, dentists, podiatrists, and chiropractic 
               practitioners licensed by California state law and within 
               the scope of their practice as defined by California state 
               law. 
           
              �    No person other than a licensed physician who is 
               competent to evaluate the specific clinical issues involved 
               in the medical treatment services (and where these services 
               are within the scope of the physician's practice) requested 
               by the physician may modify, delay, or deny requests for 
               authorization of medical treatment for reasons of medical 
               necessity to cure and relieve.  

           The existing Disability Insurance (DI)  program, administered by 
          the Employment Development Department (EDD), provides partial 
          wage replacement to eligible workers who are unable to work 
          because of a disability.  A claimant must establish medical 
          eligibility by filing a claim for disability benefits supported 
          by the certificate of a treating physician or practitioner that 
          establishes the sickness, injury, or pregnancy of the employee, 
          or the condition of the family member that warrants the care of 
          the employee. To establish eligibility and benefits, EDD depends 
          on the accuracy of medical providers and their diagnosis, while 
          also taking into consideration treatment and estimated recovery 
          dates.  

           Existing law, for DI purposes,  allows individuals to obtain care 
          and treatment outside of this state as long as the claim for 
          disability is supported by a certificate of a treating physician 
          or practitioner duly licensed or certified by the state or 
          foreign country in which the claimant is receiving the care and 
          treatment. 
           
          Hearing Date:  June 8, 2011                             AB 584  
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          Senate Committee on Labor and Industrial Relations 
          









           
           
           This Bill would modify workers' compensation requirements 
          pertaining to licensed physicians who are authorized to conduct 
          utilization reviews in the state. 

          Specifically, this bill would: 

             1.   Require that a "physician," for purposes of workers' 
               compensation, who is conducting utilization review of 
               proposed medical treatment for an injured worker, be 
               licensed in California. 

             2.   Make a technical change in the definition of 
               "psychologist," for purposes of workers' compensation, to 
               make it consistent with the definition of "physician," 
               which requires that psychologists be California licensed.  

             3.   Re-define the term "physician" and "health 
               professional," for Disability Insurance purposes, in order 
               to allow EDD to continue to receive claims for disability 
               from a claimant who receives treatment from a physician or 
               practitioner that is duly licensed or certified by the 
               state or foreign country.  






                                      COMMENTS
          

          1.  Background on Physicians practicing UR in California under the 
            Workers' Comp System:  
            
            According to the Medical Board, a decision to delay, modify or 
            deny a medical treatment constitutes the practice of medicine, 
            and the Board would have jurisdiction over this act.  However, 
            the Business and Professions Code (Section 2220.05) 
            establishes an order of priority for the use of the Board's 
          Hearing Date:  June 8, 2011                              AB 584  
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            resources, and the five listed priorities do not include any 
            language that would refer to violations of professional 
            standards in the conduct of utilization review (UR).  

            Because the Medical Board deems the performance of UR to be 
            the practice of medicine, and because the treatment at issue 
            is to be provided (in most cases) to a California             
            resident, many people have argued that by operation of the 
            Medical Practice Act only a California-licensed physician can 
            lawfully perform the UR function.  The administrative director 
            (AD) of the Division of Workers' Compensation, however, 
            declined to adopt this interpretation of the law when the 
            regulations to implement the UR statute were adopted.  Because 
            there is logic to this analysis, it must be inferred that the 
            AD concluded that the new Labor Code provision constituted a 
            statutory exception to the general Medical Practice Act rule. 
            That issue has never been litigated, but many supporters 
            believe there was no intent in the 2004 workers' compensation 
            reforms to modify the general rules governing the practice of 
            medicine.  In this light, they argue this bill is clarifying 
            existing statutory law that has been misconstrued.

          2.  Need for this bill?

            Physicians not licensed in California may be unfamiliar with 
            the specifics of California workers' compensation law and/or 
            the details of the requirements of utilization review; they 
            may thus, be more likely to fail to follow California work 
            comp law.  Proponents of the bill believe that out-of-state 
            utilization review physicians are making inappropriate 
            decisions at least in part because there is no regulatory 
            structure to hold them accountable.  This bill would require 
            that a physician who is conducting utilization review be 
            licensed in California.  The bill is intended to ensure that 
            there is a regulatory oversight body, the Medical Board, which 
            can discipline a utilization physician in the event the 
            physician violates practice standards.   

            In addition, the law governing disability determinations by 
            EDD for purposes of the Disability Insurance program requires 
            the applicant to establish disability with evidence from a 
            medical practitioner.  The scope of who may perform this 
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            function is defined by a cross reference to the workers' 
            compensation provision being amended by this bill.  Because 
            the "must be licensed in California" requirement does not work 
            for EDD's purposes, that law is being amended to retain the 
            authority for out of state "physicians" to continue to perform 
            that function.



          3.  Proponent Arguments  :
            
            Proponents believe that decisions to modify, delay or deny 
            medical treatment must be done by healthcare providers that 
            know and understand California's rules and regulations with 
            regard to utilization review.  Proponents argue that if an 
            out-of-state physician makes errors or otherwise requires 
            discipline; neither the Division of Workers' Compensation nor 
            the Medical Board of California has any jurisdiction to remedy 
            the situation. Therefore, out-of-state physicians have no 
            accountability for medical malpractice. 

            According to proponents, this bill clarifies current law and 
            protects California workers by providing that physicians 
            performing workers' compensation services in the State are 
            held accountable for wrongful denials of medical treatment, by 
            requiring the physician to possess a California license.   
            Proponents also believe that having reviewing physicians 
            regulated by the Medical Board will provide appropriate 
            oversight and quality control that is not available for 
            non-California licensed physicians.  Many treating physicians 
            have complained about the difficulty of communicating with 
            reviewers three time zones away, and supporters believe this 
            bill will improve the situation (although it should be noted 
            that an East Coast-based physician can hold a California 
            license).  Supporters also point out that many utilization 
            review companies already employ only California-licensed 
            physicians, and assert that there is no shortage of these 
            physicians.   

            Lastly, proponents argue that California is not alone in 
            recognizing the need to regulate physicians who perform 
            utilization review on its citizens.  In 2007, the State of 
          Hearing Date:  June 8, 2011                              AB 584  
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            Texas enacted legislation similar to this bill that requires a 
            Texas license to perform utilization review in Texas workers' 
            compensation cases. Subsequently, the Tennessee Division of 
            Workers' Compensation adopted similar rules administratively.
            
          4.  Opponent Arguments  :

            Opponents argue that there is no evidence that requiring that 
            only California licensed physicians conduct utilization review 
            will improve care to injured workers. Opponents argue that 
            California workers' compensation law already contains strict 
            requirements for physicians and all decisions are required to 
            be based on the medical treatment utilization review schedule 
            that has been adopted by the administrative director for the 
            Division of Workers' Compensation. They argue that if 
            treatment varies from that schedule it must be based on 
            evidence-based, peer reviewed, nationally recognized 
            standards. According to opponents, because the utilization 
            review standards are nationally based, there is no scenario in 
            which a California physician would be more qualified to make a 
            utilization review decision.  

            Further, opponent argue that there is no specific knowledge 
            that is unique to California-licensed physicians, and to limit 
            utilization reviews to these physicians would only have the 
            effect of limiting the number of available reviewing 
            physicians, thereby creating a logjam of cases that need to be 
            reviewed.  Additionally, the limitation to physicians licensed 
            in CA would likely drive up the cost of UR services because 
            the demand for those services would increase relative to the 
            number of providers who are legally able to perform them.  


          5.  Prior Legislation  :

            AB 933 (Fong) of 2010: Vetoed by the Governor 
            AB 933 would have required a physician conducting utilization 
            review in the workers' compensation system to be licensed in 
            California.  In his veto message the Governor stated that, 
            "Such a requirement would be inconsistent with how utilization 
            review is conducted in other areas of medicine and not in line 
            with best practices nationwide.  The proponents of this 
          Hearing Date:  June 8, 2011                              AB 584  
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            measure have not demonstrated a need for this disparity in 
            treatment."

            AB 2969 (Lieber) of 2008: Vetoed by the Governor
            AB 2629 proposed the same rule being proposed by this bill, 
            that only a California licensed physician would be authorized 
            to conduct workers' compensation utilization reviews.  


                                       SUPPORT
          
          American Federation of State, County and Municipal Employees, 
          AFL-CIO - Co-sponsor 
          California Society of Industrial Medicine and Surgery (CSIMS) - 
          Co-Sponsor
          California Society of Physical Medicine and Rehabilitation 
          (CSPMR) - Co-Sponsor 
          Union of American Physicians and Dentists - Co-Sponsor 
          Association for Los Angeles Deputy Sheriffs
          California Applicants' Attorneys Association
          California Chiropractic Association
          California Medical Association
          California Nurses Association
          California Physical Therapy Association
          International Chiropractors Association of California
          Peace Officers Research Association of California (PORAC)
          Pfizer
          1-individual
          
                                     OPPOSITION
          
          Acclamation Insurance Management Services (AIMS)
          Allied Managed Care (AMC)
          Alpha Fund
          American Insurance Association
          Association of California Insurance Companies (ACIC)
          Association of California Water Agencies (ACWA)
          California Association of Joint Powers Authority (CAJPA)
          California Coalition on Workers Compensation
          California Special Districts Association (CSDA)
          California State Association of Counties (CSAC)
          CSAC-Excess Insurance Authority (CSAC-EIA) 
          Hearing Date:  June 8, 2011                              AB 584  
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          League of California Cities (LCC)
          Liberty Mutual Group
          Regional Council of Rural Counties (RCRC)






































          Hearing Date:  June 8, 2011                              AB 584  
          Consultant: Alma Perez                                   Page 8

          Senate Committee on Labor and Industrial Relations