BILL ANALYSIS                                                                                                                                                                                                    �



                                                                            



           ----------------------------------------------------------------- 
          |SENATE RULES COMMITTEE            |                       SB 1176|
          |Office of Senate Floor Analyses   |                              |
          |1020 N Street, Suite 524          |                              |
          |(916) 651-1520         Fax: (916) |                              |
          |327-4478                          |                              |
           ----------------------------------------------------------------- 
           
                                           
                                    THIRD READING


          Bill No:  SB 1176
          Author:   Steinberg (D)
          Amended:  4/30/14
          Vote:     21

           
           SENATE HEALTH COMMITTEE  :  7-1, 4/24/14
          AYES:  Hernandez, Beall, De Le�n, DeSaulnier, Evans, Monning,  
            Wolk
          NOES:  Morrell
          NO VOTE RECORDED:  Nielsen

           SENATE APPROPRIATIONS COMMITTEE  :  5-2, 5/23/14
          AYES:  De Le�n, Hill, Lara, Padilla, Steinberg
          NOES:  Walters, Gaines


           SUBJECT  :    Health care coverage:  cost sharing:  tracking

           SOURCE  :     Autism Health Insurance Project 
                      Center for Autism and Related Disorders


           DIGEST  :    This bill requires a health plan or health insurer to  
          track the accumulation of cost sharing for covered essential  
          health benefits (EHBs) and makes a health plan or insurer  
          responsible for notifying the enrollee or insured within 30 days  
          when the maximum accrual limit has been reached and requires the  
          plan or insurer to reimburse the enrollee or insured if cost  
          sharing exceeds annual limits.  This bill requires the enrollee  
          or insured to have the opportunity to review the accrual of cost  
          sharing, as specified.  This bill makes these provisions  
          applicable to nongrandfathered individual and group health care  
                                                                CONTINUED





                                                                    SB 1176
                                                                     Page  
          2

          service plans, specialized health care service plans that  
          provide coverage for EHBs, nongrandfathered individual and group  
          health insurers, and specialized health insurers that provide  
          coverage for EHBs.

           ANALYSIS  :    

          Existing law:

           1. Regulates health plans through the Department of Managed  
             Health Care (DMHC) and health insurance policies through the  
             Department of Insurance (CDI).  

           2. Requires a health plan's disclosure forms to provide  
             information about any copayment, coinsurance, or deductible  
             requirements that may be incurred by a member.

           3. Pursuant to regulations, requires a description of each  
             copayment, coinsurance, or deductible requirement that may be  
             incurred, a complete statement of all benefits and coverages  
             and related limitations, exclusions, exceptions, reductions,  
             copayments, and deductibles.

           4. Establishes Kaiser Small Group HMO as California's EHB  
             benchmark plan, which includes, as mandated coverage required  
             of non-grandfathered individual and small group health plan  
             contracts and insurance policies, as specified, and all  
             rules, regulations and guidance issued pursuant to the  
             Affordable Care Act (ACA).

           5. Requires, on or after January 1, 2015, for non-grandfathered  
             health plan contracts or health insurance policies in the  
             individual and small group markets to provide for a limit on  
             annual out-of-pocket (OOP) expenses for all covered benefits  
             that meet the definition of EHB, as specified.  For large  
             group, requires a non-grandfathered health plan or health  
             insurer to provide for a limit on annual OOP expenses for  
             covered benefits, as specified.  Requires this limit to only  
             apply to EHBs that are covered under the plan or policy to  
             the extent that it does not conflict with federal law or  
             guidance on OOP maximums.

           6. Requires the maximum OOP limit to apply to any copayment,  
             coinsurance, deductible and any other form of cost sharing  

                                                                CONTINUED





                                                                    SB 1176
                                                                     Page  
          3

             for all covered benefits that meet the definition of EHB, as  
             specified.  

           7. Requires the limit described in #6 to result in a total  
             maximum OOP limit for all EHBs equal to the dollar amounts in  
             effect under the Internal Revenue Service, as specified, as  
             adjusted by the ACA, as specified.


          This bill:

           1. Requires a health plan or health insurer to be responsible  
             for monitoring accrual of OOP costs, as defined.

           2. Requires the health plan or health insurer to track the  
             accumulation of cost sharing for covered EHB attributed to  
             in-network providers, including contracted vendors.   
             Prohibits the plan or insurer from requiring the consumers to  
             track or monitor the accumulation of cost sharing for covered  
             EHB attributed to in-network providers, including contracted  
             vendors.

           3. Requires the plan or insurer to accept claims from the  
             provider or consumer with respect to cost sharing attributed  
             to out-of-network providers who are providing emergency  
             services, as specified, or otherwise providing covered  
             benefits, subject to the annual limit on OOP, as specified.

           4. Requires the health plan or insurer to be responsible for  
             reimbursing the individual within 30 days of receipt of  
             claims information if the cost sharing for covered EHBs  
             attributable to an enrollee exceeds the maximum annual OOP  
             limits.

           5. Requires the health plan to notify each enrollee or insured  
             within 30 days when the enrollee's cost sharing has reached  
             the maximum annual OOP limit for covered EHB.

           6. States that nothing in this bill shall be construed as  
             requiring the enrollee or insured to determine or identify  
             when the maximum annual OOP limit for covered benefits has  
             been reached.

          7.Requires the enrollee to have the opportunity to review the  

                                                                CONTINUED





                                                                    SB 1176
                                                                     Page  
          4

            accrual of cost sharing and provide additional information  
            regarding cost sharing that should be accrued to the annual  
            OOP limit.

          8.Specifies these provisions apply to nongrandfathered  
            individual and group health care service plans and to  
            specialized health care service plans that provide coverage  
            for EHBs, as defined, and that are issued, amended, or renewed  
            on or after January 1, 2015.

           


          Background
           
           Senate Select Committee on Autism and Related Disorders  .  The  
          Senate Select Committee on Autism and Related Disorders has been  
          monitoring oversight of SB 946 (Steinberg, Chapter 650, Statutes  
          of 2011) also known as the autism mandate and held a hearing on  
          the topic on March 4, 2014.  As part of this effort, the Autism  
          Society of California compiled and published a March 2014  
          document which indicates copays were a significant issue with  
          75% reporting that these payments posed a significant financial  
          hardship.  Over 40% of families had copays of $20 or greater for  
          each applied behavior analysis visit; 56% of families had  
          applied behavior analysis visits of four or more times per week.  
           Also, 19% of regional center families dropped their private  
          insurance coverage with the copay factor being the most frequent  
          reason for this action.  Although the issue of copay  
          notification or tracking was not discussed in detail at the  
          March 4 hearing, 
          SB 1176 was prompted by hearing the stories of autism families  
          facing this problem.  For example, Kaiser Permanente (KP) health  
          plan included in a letter that its electronic health record does  
          not track payments to non-KP providers (applied behavior  
          analysis are contracted vendors, since KP does not have applied  
          behavior analysis providers as KP providers).  The letter  
          indicates the family is responsible for keeping track of  
          expenditures and retaining receipts, in order to determine when  
          the OOP maximum has been met.

           Prior Legislation
           
          SB 639 (Hernandez, Chapter 316, Statutes of 2013) codifies  

                                                                CONTINUED





                                                                    SB 1176
                                                                     Page  
          5

          provisions of the ACA relating to OOP maximums on cost-sharing,  
          health plan and insurer actuarial value coverage levels and  
          catastrophic coverage requirements, and requirements on health  
          insurers for coverage of out-of-network emergency services.   
          Applies OOP limits to specialized products that offer EHBs and  
          permits carriers in the small group market to establish an index  
          rate no more frequently than each calendar quarter.

          SB 126 (Steinberg, Chapter 680, Statutes of 2013) extends, until  
          January 1, 2017, the sunset date of an existing state health  
          benefit mandate that requires health plans and health insurance  
          policies to cover behavioral health treatment for pervasive  
          developmental disorder or autism and requires plans and insurers  
          to maintain adequate networks of service providers.

          AB 1453 (Monning, Chapter 854, Statutes of 2012) and SB 951  
          (Hernandez, Chapter 866, Statutes of 2012) established  
          California's EHBs.

          AB 88 (Thomson, Chapter 534, Statutes of 1999) requires a health  
          care service plan contract or disability insurance policy to  
          provide coverage for severe mental illness, and for the serious  
          emotional disturbances of a child under the same terms and  
          conditions as applied to other medical conditions.

           FISCAL EFFECT  :    Appropriation:  No   Fiscal Com.:  Yes    
          Local:  Yes

          According to the Senate Appropriations Committee:

           Potential one-time costs of about $150,000 to adopt  
            regulations and potential ongoing costs in the low hundreds of  
            thousands to enforce the bill's provisions by CDI (Insurance  
            Fund).

           Costs of about $200,000 in 2014-15, $220,000 in 2015-16, and  
            $40,000 per year thereafter for the review of plan filings and  
            enforcement by the DMHC (Managed Care Fund).

           SUPPORT  :   (Verified  5/23/14)

          Autism Health Insurance Project (co-source)
          Center for Autism and Related Disorders (co-source)
          Alliance of California Autism Organizations

                                                                CONTINUED





                                                                    SB 1176
                                                                     Page  
          6

          Association of Regional Center Agencies
          Autism Care and Treatment Today
          Autism Research Group
          Autism Society Inland Empire
          Autism Society-Kern Autism Network
          Autism Speaks
          Capitol Autism Services
          Central Valley Autism Project
          City and County of San Francisco
          Easter Seals California
          Golden Gate Regional Center
          Grandparent Autism Network
          Health Access California
          Occupational Therapy Association of California
          Special Needs Network
          Western Center on Law and Poverty

           OPPOSITION  :    (Verified  5/23/14)

          Association of California Life and Health Insurance Companies
          California Association of Health Plans

           ARGUMENTS IN SUPPORT  :    Proponents argue that existing law is  
          unclear or silent on whether it is the responsibility of the  
          consumer or the health plan to monitor accrual of OOP expenses.   
          Some health plans and insurers require members to keep receipts,  
          even for in-network care.  Patients may wind up paying for  
          health care expenses that are the legal responsibility of the  
          health plans or insurance companies.  This bill places the  
          burden on the health plan or insurer not the consumer and is an  
          important measure that will safeguard Californians from  
          inadvertently paying inappropriate OOP expenses.  The Alliance  
          of California Autism Organizations writes this modification to  
          the Health and Safety Code and Insurance Codes is important  
          because now some health plans put the burden of tracking  
          copayments, coinsurance and deductibles on the families.  These  
          practices put an undue burden on families when the health plan  
          is in a much better position to be able to track this  
          information.  Most families are unable to do this excessive  
          administrative tracking and therefore many are charged  
          significantly more than the cost sharing maximums defined in  
          their contracts.  Also when families do submit reimbursement, it  
          can take health plans months to reimburse families for the  
          overcharged costs.  Families of individuals with disabilities  

                                                                CONTINUED





                                                                    SB 1176
                                                                     Page  
          7

          and chronic health conditions are disproportionately affected by  
          this injustice as they are heavier users of health care than  
          typical families.  

           ARGUMENTS IN OPPOSITION  :    The California Association of Health  
          Plans (CAHP) writes that this bill is unworkable because it does  
          not take into account the nature of the health plan model  
          featuring the delegation of medical management and  
          administrative functions to providers under a capitated payment  
          structure.  There are currently few integrated systems that  
          allow for real time notification between providers and plans for  
          this particular purpose.  Implementing this bill, particularly  
          the notice requirements, could be costly and challenging at a  
          time when plans are being pressured to keep administrative costs  
          as low as possible.  According to many of CAHP members,  
          consumers currently have the ability to contact the customer  
          service department of their plan for updates on their OOP  
          expenditures.  However, if the provider has not sent the  
          appropriate encounter or claims information to the plan the data  
          could be outdated.  The Association of California Life and  
          Health Insurance Companies writes given the nature of health  
          insurance claims, and the operational realities of the  
          flexibility provided under Preferred Provider Organizations  
          (PPO), the insurer is often the last to know when services have  
          been rendered.  Under a PPO, an insured often has the  
          flexibility to choose a provider without prior authorization or  
          referral so an insurer rarely knows until a claim is submitted  
          and processed that a service was provided.  Furthermore, the  
          elapsed time between the date of the service and its submittal  
          as a claim can vary from one provider to the next based on each  
          individual provider's operating procedure.   
           

          JL:k  5/25/14   Senate Floor Analyses 

                           SUPPORT/OPPOSITION:  SEE ABOVE

                                   ****  END  ****







                                                                CONTINUED