BILL ANALYSIS                                                                                                                                                                                                    �



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          SENATE THIRD READING
          SB 1528 (Steinberg)
          As Amended August 29, 2012
          Majority vote 

           SENATE VOTE  :22-13  
           
           JUDICIARY                       JUDICIARY           6-3         
                    (vote not relevant) 
           ----------------------------------------------------------------- 
          |     |                          |Ayes:|Wieckowski, Alejo,        |
          |     |                          |     |Dickinson, Feuer,         |
          |     |                          |     |Monning, Cedillo          |
          |     |                          |     |                          |
          |-----+--------------------------+-----+--------------------------|
          |     |                          |Nays:|Wagner, Gorell, Huber     |
          |     |                          |     |                          |
           ----------------------------------------------------------------- 
           SUMMARY  :  Amends various compensation, lien and subrogation 
          rights.  Specifically,  this bill  :  

          1)Provides that an injured person whose health care is provided 
            through a public or private capitated health care service 
            plan, if the health care provider is paid a set periodic 
            amount regardless of the number of, or nature of services 
            provided, and the health care provider does not present the 
            injured person with a bill for payment identifying the costs 
            of the particular services rendered, shall be entitled to 
            recover as damages the reasonable and necessary value of 
            medical services.
             
          2)Extends a county's existing lien rights against any judgment 
            recovered by an injured tort victim, where the county has 
            furnished medical services to the tort victim, to any amount 
            that the tort victim recovered in a settlement, compromise, 
            arbitration award, mediation settlement, or other recovery for 
            past medical services.  Specifies that consistent with the 
            common fund doctrine, the lien shall be subject to any liens 
            for attorney's fees and costs incurred by the injured person 
            or the person's representative, estate, or survivors. 

          3)Requires the following factors to be considered when a county 
            is requested to compromise or waive any claim based on medical 
            services to a person injured in tort:








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             a)   The total value of the damages suffered by the injured 
               persons in comparison to the amount actually recovered by 
               way of judgment, settlement, compromise, arbitration award, 
               or mediation settlement. 

             b)   Other liens being asserted against the recovery that 
               would reduce the final recovery to the injured person, 
               whether or not other lienholders have agreed to compromise 
               or waive their liens.

             c)   Whether or not the claim would exceed 50% of the moneys 
               ultimately recovered by the person.

             d)   Any other factors that would be just, fair, and 
               equitable. 

          4)Provides that a person injured in tort who receives medical 
            services under a Medi-Cal plan shall be entitled to recover 
            from the person or party responsible the reasonable and 
            necessary value of medical services. 

          5)States the intent of this bill is limited to resolving an 
            issue not addressed in Howell v. Hamilton Meats (2011) 52 
            Cal.4th 541 or Hanif v. Housing Authority of Yolo County 
            (1988) 200 Cal.App.3d 635 concerning how to establish the 
            value of damages for medical services provided through a 
            capitated healthcare service plan and to maximize the recovery 
            of liens by the Department of Health Care Services and has no 
            other effect on the holding of those cases.

           EXISTING LAW  :

          1)Provides that every person who suffers a loss or harm from the 
            unlawful act or omission of another may recover from the 
            person at fault monetary compensation, which is called 
            damages.  Specifies that damages may be awarded, in a judicial 
            proceeding, for loss or harm resulting after the commencement 
            of the judicial proceeding, or certain to result in the 
            future.  

          2)Provides that, for the breach of an obligation not arising 
            from contract, the measure of damages, except where otherwise 
            expressly provided, is the amount which will compensate for 








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            all the detriment proximately caused thereby, whether it could 
            have been anticipated or not.  

          3)Pursuant to the collateral source rule, provides that evidence 
            of a plaintiff's collateral source of payment for medical 
            services, such as payment provided by an insurer, should not 
            be introduced to reduce the amount of compensatory damages to 
            be awarded to the plaintiff.  (Helfend v. Southern Cal. Rapid 
            Transit Dist. (1970) 2 Cal.3d 1, 6.) 

          4)Permits a health insurer to assert a lien against an injured 
            person's recovery from a third party that is liable for the 
            injuries, but limits the proportion of the recovery that may 
            be subject to the lien.  

          5)Establishes a procedure for a hospital to place a lien upon 
            the damages recovered or to be recovered by an injured person 
            from a third party liable for the injury.  

          6)Provides that where a county is required by law to furnish 
            medical services to a person who is injured under 
            circumstances creating tort liability in a third person, the 
            county shall have a right to recover from the third person the 
            reasonable value of medical care furnished, or shall, as to 
            this right, be subrogated to any right or claim that the 
            injured person has against that third person to the extent of 
            the reasonable value of the medical care furnished.  Specifies 
            the manner by which the county may enforce this right and 
            provides that, in the event that the injured party brings an 
            action against the liable third person, the county's right of 
            action shall abate during the pendency of that action and 
            continue as a first lien against any judgment recovered by the 
            injured person.  

          7)Provides, pursuant to the rights described above, that the 
            county may:  1) compromise, or settle and execute a release 
            of, any claim which the county has; 2) waive any such claim, 
            in whole or in part, for the convenience of the county, or if 
            the governing body of the county determines that collection 
            would result in undue hardship upon the injured person.   

           FISCAL EFFECT  :  None

           COMMENTS  :  This bill seeks more narrowly to address certain 








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          ambiguities in existing law relating to:  1) the ability of an 
          injured tort plaintiff to prove and recover the cost of medical 
          expenses; and, 2) the ability of the counties and the state to 
          recover the cost of medical services that were expended on the 
          plaintiff's behalf from any amount that the plaintiff recovers 
          from the tortfeasor. 

          This bill is related to, but not inconsistent with, the 
          California Supreme Court's decision in Howell v. Hamilton Meats 
          (2011) 52 Cal 4th 541, which held that a plaintiff was only 
          entitled to recover the PPO- discounted charges that were 
          actually incurred as opposed to the higher listed rate that the 
          health care provider could have charged in the absence of the 
          discount.  In short, the plaintiff may only recover a reasonable 
          amount actually incurred; the plaintiff is not entitled to a 
          market rate, even if reasonable, if the amount actually incurred 
          was less than that market rate. 

          While the so-called Howell rule directly addresses the damages 
          questions arising in fee-for-service health plans, it raises 
          questions about the proper level of damages where the plaintiff 
          received medical services through a capitated health plan, where 
          typically no bill is presented for specific services provided.  
          This bill provides that where a plaintiff received medical 
          services through capitated plan, such that neither the insurer 
          or the plaintiff has been presented with a bill for the specific 
          services provided, then the damages will be based on the 
          "reasonable and necessary value" of those services.  

          Second, on the matter of county liens for medical expenses 
          provided, this bill makes the following changes:  1) while 
          existing law permits a county to recover medical expenses 
          provided from a tort plaintiff's judgment, this bill would 
          extend that right to settlements as well; 2) the bill specifies 
          that the county's lien is subject to the common fund rule, and 
          thus subject to any liens for attorney's fees and costs; and, 3) 
          the bill sets forth "factors" that counties shall consider in 
          determining whether to waive a lien claim.  

          Finally, under existing law, where a tort plaintiff's medical 
          expenses are paid by Medi-Cal, the director of the Department of 
          Health Care Services has a lien against that portion of a 
          plaintiff's recovery that is based on medical expenses.  This 
          bill provides that, in order to better secure the director's 








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          right and comply with case law that limits a state's recovery to 
          the portion of the award reflecting medical expenses, the 
          plaintiff-beneficiary shall be entitled to recover from the 
          tortfeasor the reasonable and necessary value of the medical 
          services.  


           Analysis Prepared by  :    Thomas Clark/ JUD. / (916) 319-2334 


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