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New Federal Health Claims & Appeals Laws
&
Regulations
for 193 Million Americans
Effective 09-23-2010
©2010, Jin
Zhou, ERISAclaim.com |
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President
Obama Signing Health Bill on
03/23/2010
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President
Gerald R. Ford Signing ERISA on 09/02/1974 |
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New Webinars,
Seminars & Certification Classes Announced for New Federal Health
Claim Appeals Regulations on July 22, 2010 from HHS, DOL & IRS,
Effective On Sept. 23, 2010 for 193 Million Americans |
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UNITED STATES
DEPARTMENT OF LABOR
(Links to DOL)
©2010, Jin Zhou, ERISAclaim.com |
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Statutory Laws [PDF]
[PDF]
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Employee Retirement Income Security Act — ERISA |
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Webinars,
Seminars & Certification Classes for New Federal Health Claim Appeals
Regulations
ERISAclaim.com
- Free Webinars - New Federal Claims & Appeals Regulations, Effective
Sept. 23, 2010, for 193 Million Americans
ERISAclaim.com: Seminars - 2010 Two-day
Basic ERISA Appeal Seminars - Denials and Overpayment Appeals
ERISAclaim.com - 2010
PPACA & ERISA Claim
Specialist Certification Programs in Chicago, Illinois
ERISAclaim.com: Create An Appeal
Department for Your Hospital or Practice
(In-house, onsite ERISA Claim Specialist Certification Programs)
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Dr. Jin Zhou (Joe) will Speak at
The
Business of Medicare Advantage: Forum 2009
by
WRG Research Inc
Afternoon Workshop E on Junauary 28,2009
January 28 - 30, 2009,
Washington, DC
Best
Practices for Operations, Revenue Management, Policy, Marketing,
Compliance, Strategy, Part D, SNPs and Dual Eligibles
Speakers -
Agenda at
Glance -
Who should Attend --
Why attend |
|
 |
|
Mission Statement
One of the
main goals for
ERISAclaim.com is
to assist Medicare’s 1.2 million physicians and other
providers with the
information they need from CMS and our
unique but practical guidance
with compliant strategy to
correctly appeal Medicare denied
or delayed claims in accordance with
Medicare rules and
regulations, as
intended by Congress,
to
receive
reimbursements more quickly,
and
spend less time
dealing with paperwork ultimately.
In 2007, only 1.7% of the Part A claim denials were appealed, and only
1.6% appealed for Part B claim denials. [CMS
Appeal Fact Sheet]
Provider Appeals of RAC Determinations
"From the inception of the RAC
demonstration through June 30, 2008, providers chose to
appeal only 19.6 percent (102,705) of the
RAC determinations. Overall, the data indicate that of all the RAC
overpayments determinations (525,133), only 6.8
percent (35,819) were overturned on appeal (see Table SU7)." [CMS
Update to 3 year of RAC Demo, 09/2008]
Winning Roadmap to Successful
Medicare Appeals
© Jin Zhou, 2009,
11/16/2008
Why Medicare Is Always So
confusing?
How and What Really Govern My
Disputes and Appeal Rights?
You Shall Listen to, But Never Trust Your Opponents - Medicare
Contractors Whom You Appeal to
Do Your Own Home Work, It's Your Money and Your Rights
You Shall and Must Study the
Followings to Become a Medicare Claim Appeal Specialist:
USC Statutory Codes - SSA + MMA
from Congress;
Federal Regulations from HHS;
Medicare Manuals from CMS, With
Rev. Date???
CMS Transmittals from CMS, After
Rev Date???;
NCD's & LCD's
MLN Articles;
CMS Website Appeal Instructions;
Local Contractor Website + Provider
Educations
Navigation and Explanation Artical,
Charts and Maps from CMS, MLN and Local Contractors
ALJ and MAC Decisions + Court Case
Laws
Winning Strategies from
Medicare Claim Institute of America By Dr. Jin Zhou of
www.ERISAclaim.com
What We Teach & Goals
1.
How To Fight Back
Through Compliant Appeals?
2.
How To Defeat
Statistical Sampling /Extrapolation - #1 Killer
3.
How To Defeat
Medical Necessity With NCD & LCD - #2 Killer
4.
How To Defeat Poor
Documentation Challenge - #3 Killer
5.
How To Defeat Poor
Billing & Coding Challenge - #4 Killer
6.
How To Defeat &
Defend Fraud Allegations - #5 Killer
So You May
1.
Pay Nothing Back;
2.
Get A Letter Of
Apology from the RAC
So, What's So Different?
1. Others
Teach You How To Deal Or Cope With
RAC To Become An Overpayment
Slavery, To Pay More Back While You Feel Better And Safe;
2.
No One Can Truly
100% Prevent A
RAC From Slapping You With A Huge Overpayment Demand;
3.
What You Learned
From Others Can Never Undo What's Been Done In The Past And It Will Be
Too Late And A Possible Fraud For You To Change Or "To Doctor" Any
Records After Getting A RAC Overpayment Demand;
4. We
Teach You How To Beat The
RAC By Putting The
RAC On Defense To Find
Their Violations And Fraud In Asking You For Any Overpayment, To
Exercise Your Due Process As Intended By Congress And Provided In U.S.
Constitution Because No One Could Be 100% Perfect In
Compliance With Less Than 50% Accurate And Clear Medicare Rules And
Billing Instructions;
5. In
Your Entire Healthcare Life, You Have Been Always Bending Backward Or
Remaining Clueless In Dealing With Medicare And Insurance Companies
When They Denied Your Claims, And Asked Your For Money Back Under The
Ghost Name Of "Anti-Fraud", But This Time You Can't Afford To Pay Back
To Bailout $1 Trillion U.S. Healthcare Bubble, Much Bigger Than
Mortgage, Credit Card, And Stock Market Bubble. The Congress Will Not
Offer Another $1 Trillion Bailout Plan For U.S. Healthcare Industry,
The Industry Is Counting On You To Bailout. You Badly Need "Joe, The
Plumber" To Bail You Out From 2009 $1 Trillion U.S. Healthcare Bubble
Prison, Aka, Your Financial Bankruptcy + Anti-Fraud Verdict.
6. "Joe,
The Plumber" For You, Dr. Joe (Zhou), "The
RAC Invalidator" Will Bail
You Out If You Believe This Above Assessment Is True In Reality.
How to Get Our Compliant
Training & Education?
As Most RAC
Overpayment Demand Could Be As Big As Your Monthly, Quarterly Or Even
Yearly Income For Your Organization, All Of Our Trainings Are On Site
and In House, Confidentially.
Costs:
$5,000.00 Per Day
+ Speaker's Expenses, Minimum Two Days Per Program.
Contact:
Jin Zhou
President
ERISAclaim.com
ERISA Claim Institute of America
Medicare Claim Institute of America
630-736-2974 (Office)
630-808-7237 (Mobile)
ERISAclaim@aol.com
|
Dr. Jin Zhou (Joe) will Speak at
The
Business of Medicare Advantage: Forum 2009
by
WRG Research Inc
Afternoon Workshop E on Junauary 28,2009
January 28 - 30, 2009,
Washington, DC
Best
Practices for Operations, Revenue Management, Policy, Marketing,
Compliance, Strategy, Part D, SNPs and Dual Eligibles
Speakers -
Agenda at
Glance -
Who should Attend --
Why attend |
|
 |
|
CMS Fact Sheet - New Medicare Claims Appeals Process
CMS News - "Overhaul
of the Medicare
Claims Appeals System"
© 2005 -
9,
Jin Zhou,
ERISAclaim.com
CMS
Transmittals on RAC Overpayment
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RAC
FAQ Links to CMS Web site |
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CMS:
Medlearn
Matters...Information for Medicare Providers
Information and Education Resources for Medicare Providers, Suppliers,
and Physicians (adobe pdf 73Kb)
Updated June 29, 2005
Background
"One of the goals of CMS is to give Medicare’s 1.2
million physicians and other providers the information they need to
understand the program, be aware of changes, and bill correctly.
By making information and
education resources easily accessible, understandable, and as timely
as possible, physicians and other providers will be better able to
submit bills correctly the first time, receive reimbursements more
quickly, and spend less time dealing with paperwork. All of this can
result in more time to spend on patient care. We are committed
to accomplishing this goal by offering Medicare physicians and other
providers a variety of educational products and services and using
various information delivery systems to reach the broadest and most
appropriate audiences possible." |
CMS Fact Sheet - New Medicare Claims Appeals Process
CMS News - "Overhaul
of the Medicare
Claims Appeals System"
© 2005,
Jin Zhou,
ERISAclaim.com
"Aggressive oversight and new improvement efforts have
cut the number of improper fee-for-service Medicare claims payments by
half in one year, from 10.1 percent in 2004 to 5.2 percent in 2005, a $9.5
billion reduction in improper payments......"
Breaking News: Employer Must Reimburse Medicare
for Over
Payments under MSP
Telecare Corp. v. Leavitt
(Fed. Cir. 2005)
More on
Medicare $ ERISA Page.
U.S. Court of
Appeals for the D.C. Circuit to All Chiropractors
NO Appeal, No
Lawsuit!!!
Amer Chiro Assn Inc vs. Leavitt,
Michael O.
Released: 12/13/2005
"The jurisdictional question is more complicated. “No
action against the United States, the [Secretary of Health and Human
Services], or any officer or employee thereof shall be brought under [28
U.S.C. §] 1331 . . . to recover on any claim arising under” the Medicare
Act. 42 U.S.C. §§ 405(h), 1395ii. Judicial review may be had only after
the claim has been presented to the Secretary and administrative remedies
have been exhausted.
See
42 U.S.C. §§ 405(g), (h),
1395w-22(g)(5); Shalala v.
Ill. Council on Long Term Care, Inc.,
529 U.S. 1, 8-9 (2000);
Heckler v. Ringer, 466 U.S. 602,
614-15 (1984); Weinberger
v. Salfi, 422 U.S. 749, 763-64
(1975). This bar against § 1331 actions applies to all claims that have
their “standing and substantive basis” in the Medicare Act.
Ill. Council,
529 U.S. at 11, 17 (quoting
Salfi, 422 U.S. at 761);
see also Ringer,
466 U.S. at 615....."[page 5 of 8]
"To
have such a claim heard, an enrollee could obtain the services of
a chiropractor without first obtaining a referral. After the HMO
refuses coverage because of the absence of a referral, the
enrollee could file a grievance with the HMO, claiming that the
referral requirement was illegal.
See
42 U.S.C. § 1395w 22(g)(1)(A); 42
C.F.R. §§ 422.562(a)(1), .566(a). This would trigger the
administrative process, at the end of which is judicial review of
the Secretary’s final decision.
See 42 U.S.C.
§ 1395w-22(g)(5); 42 C.F.R. § 422.612(a), (c). The chiropractor
who provided the service could also mount an administrative
challenge by “waiv[ing] any right to payment from the enrollee”
and becoming the enrollee’s assignee. 42 C.F.R. § 422.574(b)."
[page 6 of 8]
2009 GUIDE TO
New Medicare Claims Appeals Process
© 2005-6,
Jin Zhou,
ERISAclaim.com
Breaking News
New CMS Appeal Rules
effective on May 1, 2005
for Part A
effective on
Jan. 1, 2006 for Part B
- New Way of Life for Healthcare
Claims
Electronic Code of Federal Regulations:
Subpart I--DETERMINATIONS, REDETERMINATIONS, RECONSIDERATIONS, AND APPEALS
UNDER ORIGINAL MEDICARE (PART A AND PART B)
No delays or
postpones as you've heard
Implementation date: 04/25/2005,
CMS Transmittal -
R146OTN
New CMS
Appeal Rule Print Versions:
[CMS
PDF- 511 Pages] [FR
PDF- 80 Pages] [FR
HMT] [Correction]
Toll-Free Numbers and Websites
for
Your
Carrier/Fiscal Intermediary
CMS: January 2005 QPU
- Regulations Published This Quarter
ALL PROVIDERS
2005 Program Transmittals
|
CMS Manual System
|
Department of Health & Human
Services |
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Pub 100-04 Medicare Claims
Processing |
Centers for Medicare & Medicaid
Services |
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Transmittal 678 |
Date: SEPTEMBER 23, 2005
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CHANGE REQUEST 3944
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"SUBJECT: Appeals of Claims
Decisions: Redeterminations and Reconsiderations
(Implementation Dates for All Requests for Redetermination
Received by FIs on or After May 1, 2005, And All Requests for
Redetermination Received by Carriers on or After January 1,
2006). "
NEW/REVISED MATERIAL
EFFECTIVE DATE: FI Redetermination requests received on or
after May 1, 2005 and Carrier redetermination requests
received on or after January 1, 2006
IMPLEMENTATION DATE: FI - December 16,
2005 and Carrier redetermination requests received on or after
January 1, 2006 |
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CMS New Appeal
Process Related CR/Transmittals
| SIZE |
FILE
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COMM DATE |
MANUAL |
SUBJECT |
IMPL DATE |
CR NUM |
| 1374 kb
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R15COM |
11/18/2005
|
PUB 100-09
|
Provider Customer
Service Program |
12/19/2005
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4137
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| 143 kb
|
R131PI |
11/10/2005
|
PUB 100-08
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Medical Review Matching of Electronic
Claims and Additional Documentation in the Medical Review Process
|
2/10/2006
|
4052 |
|
348 kb
|
R724CP |
10/21/2005
|
PUB 100-04
|
Appeals of Claims Decisions:
Redeterminations and Reconsiderations
(Implementation Dates for FI Initial Determinations Issued on or After
May 1, 2005 and Carrier Initial Determinations Issued on or After
January 1, 2006). |
1/1/2006
|
3939
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|
164 kb
|
R695CP |
10/7/2005
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PUB 100-04
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General Appeals
Process in Initial Determinations (Implementation Dates for FI Initial
Determinations Issued on or After May 1, 2005, and Carrier Initial
Determinations Issued on or After January 1, 2006).
|
1/9/2006
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4019
|
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42 kb
|
R697CP |
10/7/2005
|
PUB 100-04
|
Appeals of Claims Decisions: Redeterminations and Reconsiderations
(implementation date May 1, 2005). |
1/9/2006
|
3942
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|
98 kb
|
R702CP |
10/7/2005
|
PUB 100-04
|
Manualization for
Physician/Practitioner/Supplier Participation Agreement and Assignment
Carrier Claims and Carrier Rules for Limiting Charge
|
N/A |
4030
|
|
109 kb
|
R125PI |
9/30/2005
|
PUB 100-08
|
Medical Review Additional
Documentation Requests |
12/30/2005
|
4022
|
|
468 kb
|
R72MCM |
9/30/2005
|
PUB 100-16
|
Changes in Manual Instructions for
Benefits and Beneficiary Protections |
N/A |
N/A |
|
63 kb
|
R73MCM |
9/30/2005
|
PUB 100-16
|
Changes in Manual Instructions for
Intermediate Sanctions |
N/A |
|
345 kb
|
R687CP |
9/23/2005
|
PUB 100-04
|
Appeals of Claims Decisions: Redeterminations and Reconsiderations
(Implementation Dates for FI Initial Determinations Issued on or After
May 1, 2005 and Carrier Initial Determinations Issued on or After
January 1, 2006) |
N/A |
3939
|
|
266 kb
|
R688CP |
9/23/2005
|
PUB 100-04
|
Appeals of
Claims Decisions: Redeterminations and Reconsiderations (Implementation
Dates for All Requests for Redetermination Received by FIs on or After
May 1, 2005, And All Requests for Redetermination Received by Carriers
on or After January 1, 2006) |
N/A |
3944
|
|
97 kb
|
R123PI |
9/23/2005
|
PUB 100-08
|
Chapter 3, MMA Section
935 I. SUMMARY OF CHANGES: This change
implements portions of Section 935 of the MMA (entitled
Recovery of Overpayments). Specifically, this CR explains to
contractors their right to request documentation for a limited sample of
submitted claims, after overpayments have been identified, in order to
ensure the practice leading to the overpayments has ceased. This CR also
specifies more clearly the number and method for selecting a probe
sample.
|
10/24/2005
|
3703
|
|
115 kb
|
R675CP |
9/16/2005
|
PUB 100-04
|
Changes to Appeals of Claims Decisions: Redeterminations and
Reconsiderations (Implementation Date October 1, 2005)
|
10/3/2005
|
3943
|
|
196 kb
|
R679CP |
9/16/2005
|
PUB 100-04
|
Medicare Redetermination Notice and Effect of the Redetermination
|
N/A |
4004
|
|
129 kb
|
R120PI |
8/26/2005
|
PUB 100-08
|
Correction to
Change Request (CR) 3222: Local Medical Review Policy/ Local Coverage
Determination Medicare Summary Notice (MSN) Message Revision
|
N/A |
3880 |
|
89 kb
|
R643CP |
8/12/2005 |
PUB
100-04 |
Nature
and Effect of Assignment on Carrier Claims
|
11/14/2005 |
3897
|
|
216 kb
|
R603CP |
7/15/2005
|
PUB 100-04
|
Modification to the Appeals Language
on the Medicare Summary Notice; Full Replacement of Change Request 3808
|
10/3/2005
|
3924
|
| 470 kb
|
R146OTN |
3/25/2005 |
PUB
100-20 |
Appeals
Transition- BIPA Section 521 Appeals |
4/25/2005 |
3530
|
|
87 kb
|
R505CP |
3/18/2005
|
PUB 100-04
|
Unprocessable Unassigned Form
CMS-1500 Claims |
7/5/2005
|
3500 |
|
56 kb
|
R100PI |
1/21/2005
|
PUB 100-08
|
Review of
Documentation During Medical Review |
2/22/2005
|
3644
|
|
61 kb
|
R94PI |
1/14/2005
|
PUB 100-08
|
Informing
Beneficiaries About Which Local Medical Review Policy (LMRP) and/or
Local Coverage Determination (LCD) and/or National Coverage
Determination (NCD) is Associated with Their Claim Denial
|
1/5/2005
|
3602
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Medlearn Matters Articles
Table
 |
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MM3939 |
11/25/2005 |
Appeals of Claims Decisions:
Redeterminations and Reconsiderations and Appeals Rights for
Dismissals |
3939 |
10/21/2005 |
01/01/2006, for appeals of
initial determination of claims by Medicare carriers; 05/01/2005, for
initial claim determinations by Medicare Fiscal Intermediaries (FIs) |
12/16/2005, for FIs and
01/01/2006, for carriers |
|
MM3944 |
11/25/2005 |
Appeals of Claims Decisions:
Redeterminations and Reconsiderations |
3944 |
09/23/2005 |
05/01/2005, for appeals of
claims submitted to Medicare intermediaries and 01/01/2006, for
appeals of claims submitted to carriers |
12/16/2005, for Medicare
intermediaries and 01/01/2006, for Medicare carriers |
|
MM4019 |
11/23/2005 |
MMA – Changes to Chapter 29 –
General Appeals Process in Initial Determinations
Revised: 11/18/2005 |
4019 |
10/07/2005 |
05/01/2005 |
01/09/2006 |
|
MM4052 |
11/25/2005 |
Medical Review Matching of
Electronic Claims and Additional Documentation in the Medical Review
Process
Revised: 11/24/2005 |
4052 |
11/10/2005 |
02/10/2005 |
02/10/2005 |
|
MM4019 |
10/13/2005 |
MMA –
Changes to Chapter 29 – General Appeals Process in Initial
Determinations |
4019 |
10/07/2005 |
05/01/2005 |
01/09/2006 |
|
MM3942 |
10/13/2005 |
MMA -
Changes to Chapter 29 - Appeals of Claims Decisions: Redeterminations
and Reconsiderations (Implementation Date May 1, 2005) |
3942 |
10/07/2005 |
05/01/2005 |
01/09/2006 |
|
MM3530 |
4/12/2005 |
MMA - Revisions to
Medicare Appeals Process for Fiscal Intermediaries (CR Title-Appeals
Transition – BIPA 521 Appeals)
Revised: 4/12/2005 |
3530 |
03/25/2005 |
05/01/2005 |
04/25/2005 |
|
Provider Action Needed
STOP – Impact
to You
"There is now a new level of
the appeals process for Medicare Part A and Part B claims submitted to
Medicare fiscal intermediaries (FIs). This new second level of appeal
process is called a reconsideration (not to be confused with the
previous first level of appeal for Part A claims). These new
“reconsiderations” will be processed by Qualified Independent
Contractors (QICs)." |
| |
| |
We have for you now:
-
Global View of New and
Former Medicare Appeal Rules
-
No. 1 Change You Must Know
Before Anything Else
-
One of the Most Significant
Changes
-
Who is Bound By What?
Compliance For Jackpot!
-
Good-Bye to the
Existing Medicare Part B "Fair Hearing"
-
What's Urgent for Hospitals
after May 1, 2005? Level I-II (QIC) Appeal - A Complete New Game!
-
Successful Appeal
under New CMS Appeal Rules: Get Started Now! - A Seminar You Can't
Afford to Miss.
-
No appeal rights if a
claim returned as unprocessable for incomplete or invalid
information.
-
"the
reopening regulations" make life a whole lot of easier when there is
no need to appeal.
-
"Escalation"
to higher level for slow QIC (level II), "De Novo" review by MAC on
ALJ (level III & IV), and "Expedited Access to Judicial Review"
(Level IV), can we have too much protections?
-
No delays or postpones as you've
heard -
Implementation date:
04/25/2005,
CMS Transmittal -
R146OTN
New CMS Rules:
Add a new
subpart I, § 405.900 through
§ 405.1140
"Subpart I – Determinations, Redeterminations,
Reconsiderations, and Appeals Under
Original Medicare
(Parts A and B)"
(go
to the bottom of this page for more CMS Appeal Rules
for
Fee-for-service and Managed Care (MA) programs
and
CMS/MedLearn publications)
Electronic Code of Federal Regulations:
Subpart I--DETERMINATIONS, REDETERMINATIONS, RECONSIDERATIONS, AND APPEALS
UNDER ORIGINAL MEDICARE (PART A AND PART B)
More Information is coming.....
ERISAclaim.com will report and develop a new
appeal system & seminars to comply with and to be consistent with the new CMS Appeal Rules.
check back often, or
Please e-mail for further
news & details
630-736-2974
New CMS
Appeal Seminars
New
Medicare Appeal Seminars
|
Conclusion
or Confusion?
© 2005,
Jin Zhou,
ERISAclaim.com
"Medicare
Appeals Specialist" and
"ERISA
Claims Specialist" will be the crown of US healthcare
reimbursement.
ERISAclaim.com - CMS New
Appeal Rules: "Overhaul of the Medicare Claims Appeals System"
Based on our
comprehensive and diligent study of this new Medicare appeal process,
and our extensive experience in
ERISA
claim procedure practice, and
"in view of the wide span of
applicability of these rules and the complex, intertwined nature of
the affected appeal procedures,"
[page 2 of 511] it is our conclusion that our nation
must recognize and create a new profession, separated from and/or in
addition to traditional Coding and Billing personal:
"Medicare Appeals Specialist"
Guerrilla and
weekend training without systematic and quality education will
definitely fail in Medicare reimbursement because of its broad
requirement and "Authorized Representative" practice with "a waiver of
the assignee's right to collect payment...."
"Medicare
Appeals Specialist" and
"ERISA
Claims Specialist" will be the crown of US healthcare
reimbursement.
ERISAclaim.com: ERISA Certification Programs
for Cost-Saving & Reimbursement by Compliance
This is why
Congress and CMS created QIC
(="Appeal Specialists" with dual and "sufficient
medical, legal, and other expertise", § 405.968 (c) (1) [page 394 of
511]) separated FROM and in addition to Medicare Claim Processors
(Medicare FI's & Carriers),
(Among the major
changes required by the BIPA amendments are--......Requiring the
establishment of a new appeals entity, the qualified independent
contractor (QIC), to conduct
“reconsiderations” of contractors’ initial determinations (including
redeterminations, [page 15-16 0f 511]).
And this is
also why Congress enacted ERISA 30 years ago to require "an
appropriate named fiduciary of the plan",
§ 2560.503-1(h) (1), rather than a claim processor or ASO
(Administrative Services Only) TPA (Third-Party Administrator) to
handle ERISA health claim appeals.
Conclusion or
Confusion? Your choice and decision.
Jin Zhou,
ERISAclaim.com, 03/08/2005
|
|
Medicare New Appeal &
Reimbursement Seminars
New Compliance &
Challenges
Toll-Free Numbers and Websites
for
Your
Carrier/Fiscal Intermediary |
|
Seminar I
2
days |
Seminar II
2 days |
Seminar III
2 days |
|
New Medicare Appeal
Process & Mandates v.
Former Process
Medicare Claims Processing Manual
Chapter 29 - Appeals of Claims Decisions
CMS Transmittal -
R146OTN
|
New Medicare Appeal
Strategies for
Reimbursement
Success
&
-
Documentation
-
Fraud And Abuse
-
Medical Review
-
National Correct Coding Initiative
(NCCI)
-
more
|
New
Medicare Appeal Laws
Intertwined
with($183
million/y)
ERISA Claims Laws |
FYI
On 511 pages
the word "new" was used 179 times,
"bound by" 7 times,
"medical necessity" 16 times
"full and early presentation of evidence" 8 times.
New CMS Rules:
Add a new
subpart I, § 405.900 through
§ 405.1140
"Subpart I – Determinations, Redeterminations,
Reconsiderations, and Appeals Under
Original Medicare
(Parts A and B)"
|
Implementing a New Medicare Claims Appeals
Process (PDF 45K) (3
page)
Public Affairs Office
MEDICARE FACT SHEET
FOR IMMEDIATE RELEASE Contact:
CMS Press Office
March 1, 2005
(202) 690-6145
"IMPLEMENTING A NEW MEDICARE
CLAIMS APPEALS PROCESS
Background: In Section
521 of the Medicare, Medicaid and SCHIP Benefits mprovement and
Protection Act of 2000 (BIPA), Congress required a major restructuring
to improve the process that Medicare beneficiaries can use to appeal
claims denials. The law includes a series of structural and procedural
changes to the appeals process, including:
-
Uniform appeal
procedures for both Part A and Part B claims;
-
Reduced
decision-making time frames for most administrative appeals levels,
as well as the right to escalate a case that is not decided on time
to the next appeal level;
-
The establishment
of new entities, Qualified Independent Contractors (QICs), to
conduct reconsiderations of claims denials made by fiscal
intermediaries, carriers, and quality improvement organizations;
-
Use of
QIC review
panels, which include medical professionals, to reconsider all cases
involving medical necessity issues; and
-
A requirement for
appeals-specific data collection by CMS......"
"Implementation
The statutory appeals provisions
dramatically reduce the time frames for adjudicating fee-for-service
Medicare claims appeals – a process that now can exceed 1,000 days
must be reduced to 300 days. This change requires
substantial overhaul of the
appeals process – a complicated restructuring involving all
levels of the Medicare appeals process. CMS has worked aggressively
to implement these mandatory changes, culminating in this
regulation."
Changes to the appeals process
(PDF 646K) (511 pages)
"SUMMARY:
Medicare beneficiaries and, under
certain circumstances, providers and suppliers of health care
services, can appeal adverse determinations regarding claims for
benefits under Medicare Part A and Part B under sections 1869 and
1879 of the Social Security Act (the Act). Section 521 of the
Medicare, Medicaid, and SCHIP Benefits Act of 2000 (BIPA) amended
section 1869 of the Act to provide for
significant changes to the
Medicare claims appeal procedures. This interim final rule responds
to comments on the November 15, 2002 proposed rule regarding changes
to these appeal procedures, establishes the implementing
regulations, and explains how the new procedures will be
implemented. It also sets forth provisions that are needed to
implement the new statutory requirements enacted in Title IX of the
Medicare Prescription Drug, Improvement, and Modernization Act of
2003 (MMA).
DATES:
Effective date: These
regulations are effective on May 1, 2005. However, in
view of the wide span of applicability of these rules and the
complex, intertwined nature of the affected appeal procedures, not
all of these provisions can be implemented simultaneously. Please
see section I.E. of the preamble for a full description of the
implementation approach....."
|
More Information is coming.....
ERISAclaim.com will report and develop a new
appeal system & seminars to comply with and to be consistent with the new CMS Appeal Rules.
check back often, or
Please e-mail for further
news & details
630-736-2974
*****************************************
|
2.
No. 1 change you must know before anything else)
© 2005,
Jin Zhou,
ERISAclaim.com
Changes to the appeals process
(CMS)
(PDF 646K) (511 pages) [Page 77]
|
|
"authorized representative"
at § 405.902. |
"Appointed representatives"
under § 405.910 |
"As mentioned in an earlier response, we added
a definition of an
"authorized representative" at § 405.902. Authorized
representatives (for example, a legal guardian or someone with a
power of attorney) possess all the rights associated with
the appeals process to the same extent as beneficiaries."
|
"Appointed representatives
under § 405.910, including attorneys, may assist the
beneficiary or another party with Medicare appeals, but they do
not have any other rights or responsibilities with respect to the
beneficiary or another party, and may not sign documents as the
beneficiary or party. Thus, an appointed representative may not
assign appeal rights under § 405.912 without the beneficiary’s or
other party’s consent."
|
|
2. No. 1 change you must
know before anything else
© 2005,
Jin Zhou,
ERISAclaim.com
Changes to the appeals process
(PDF 646K) (511 pages)
Page 341 of 511
"Assignment of appeal
rights means the transfer by a beneficiary of his or her
right to appeal under this subpart to a provider or supplier who is
not already a party, as provided in section 1869(b)(1)(C) of the
Act.
Assignor means a beneficiary whose provider of
services or supplier has taken assignment of a claim or an appeal of
a claim.
Authorized representative means an individual
authorized under State or other applicable law to act on behalf of a
beneficiary or other party involved in the appeal. The authorized
representative will have all of the rights and responsibilities of a
beneficiary or party, as applicable, throughout the appeals process.
"
page 259 - 362 of 511
§ 405.912
Assignment of appeal rights.
(a) Who may be an assignee. Only a provider, or supplier that--
(1) Is not a party to the initial determination as defined in §
405.906; and
(2) Furnished an item or service to the beneficiary may seek
assignment of appeal rights from the beneficiary for that item or
service.
(b) Who may not be an
assignee. An individual or entity who is not a provider or supplier
may not be an assignee. A provider or supplier that furnishes an
item or service to a beneficiary may not seek assignment for that
item or service when considered a party to the initial determination
as defined in § 405.906.
(c) Requirements for a valid assignment of appeal right. The
assignment of appeal rights must--
(1) Be executed using a CMS standard form;
(2) Be in writing and signed by both the beneficiary assigning his
or her appeal rights and by the assignee;
(3) Indicate the item or service for which the assignment of appeal
rights is authorized;
(4) Contain a waiver of the assignee's right to collect payment from
the assignor for the specific item or service that are the subject
of the appeal except as set forth in paragraph (d)(2); and
(5) Be submitted at the same time the request for redetermination or
other appeal is filed.
(d) Waiver of right to collect payment.
(1) Except as specified in paragraph (d)(2) of this section, the
assignee must waive the right to collect payment for the item or
service for which the assignment of appeal rights is made.
If the assignment is revoked under paragraph (g)(2) or (g)(3) of
this section, the waiver of the right to collect payment
nevertheless remains valid. A waiver of the right to collect payment
remains in effect regardless of the outcome of the appeal decision.
(2) The assignee is not prohibited from recovering payment
associated with coinsurance or deductibles or when an advance
beneficiary notice is properly executed.
(e) Duration of a valid assignment of appeal
rights.
Unless revoked, the assignment of appeal rights is valid for all
administrative and judicial review associated with the item or
service as indicated on the standard CMS form, even in the event of
the death of the assignor.
(f) Rights of the assignee. When a
valid assignment of appeal rights is executed, the assignor
transfers all appeal rights involving the particular item or service
to the assignee. These include, but are not limited to--
(1) Obtaining information about the claim to the same extent as the
assignor;
(2) Submitting evidence;
(3) Making statements about facts or law; and
(4) Making any request, or giving, or receiving
any notice about appeal proceedings.
(g) Revocation of
assignment. When an assignment of appeal rights is revoked,
the rights to appeal revert to the assignee. An assignment of appeal
rights may be revoked in any of the following ways:
(1) In writing by the assignor. The revocation of
assignment must be delivered to the adjudicator and the assignor,
and is effective on the date of receipt by the adjudicator.
(2) By abandonment if the assignee does not file
an appeal of an unfavorable decision.
(3) By act or omission by the assignee that is
determined by an adjudicator to be contrary to the financial
interests of the assignor.
(h) Responsibilities of the assignee. Once
the assignee files an appeal, the assignee becomes a party to the
appeal. The assignee must meet all requirements for appeals that
apply to any other party. |
|
3. One of the
most significant changes
© 2005,
Jin Zhou,
ERISAclaim.com
Changes to the appeals process
(PDF 646K) (511 pages)
Page 20 of 511 ("full
and early presentation of evidence" was used 8 times.)
"a.
Requirement for
Full and Early Presentation of Evidence
(Section 933(a))
"Section 933(a) of the MMA amends section 1869(b) of the Act to
require providers and suppliers
to present any evidence for an
appeal no later than the QIC reconsideration level, unless there is
good cause that prevented the timely introduction of the evidence.
In this interim final rule with comment, we are adopting regulations
to specify that in the absence of good cause, a provider, supplier,
or beneficiary represented by a provider or supplier must present
evidence at the QIC level.
Evidence not presented by the parties at
the QIC level cannot be introduced at a higher level of appeal. See
§ 405.956(b)(8), § 405.966(a), § 405.1018, and § 405.1122(c)."
|
MMA
933
|
Revisions to Medicare Appeals Process |
|
|
4. Who is
Bound By What?
Compliance
For Jackpot!
© 2005,
Jin Zhou,
ERISAclaim.com
Changes to the appeals process
(PDF 646K) (511 pages)
Page 169-170 of 511:
Thus, as revised, §
405.968 states that a QIC is
not bound by LCDs, LMRPs, or CMS program guidance, but will give
substantial deference to these policies if they are applicable to a
particular case. Moreover, a QIC may decline to follow a
policy if the QIC determines, either at party's request or at its
own discretion, that the policy does not apply to the facts of the
particular case. Thus, QICs will not review LCDs, LMRPs, or other
CMS guidance. Rather, they will evaluate the applicability of the
LCD, LMRP, or CMS guidance to a particular claim denial. Their
decisions will not affect subsequent cases and are not precedential.
A QIC does not have the authority to require CMS or a contractor to
withdraw or revise its LCDs, LMRPs, or other guidance. This amended
provision eliminates the burden imposed on appellants, including
beneficiaries, to challenge CMS policies in the claim appeals
process. (See section II.G.5 of this preamble for a related
discussion of ALJ and MAC consideration of local coverage policies.)
page 393 of 511:
§ 405.968 Conduct of a reconsideration.
"(2)
QICs are not bound by LCDs,
LMRPs, or CMS program guidance, such as program memoranda and manual
instructions, but give substantial deference to these policies if
they are applicable to a particular case. A QIC may decline
to follow a policy, if the QIC determines, either at a party’s
request or at its own discretion, that the policy does not apply to
the facts of the particular case."
Page 477-478 0f 511:
§ 405.1062 Applicability of
local coverage determinations and other policies not binding on the
ALJ and MAC.
(a) ALJs and the MAC are not
bound by LCDs, LMRPs, or CMS program guidance, such as
program memoranda and manual instructions, but will give substantial
deference to these policies if they are applicable to a particular
case.
|
|
5. Good-Bye to the Existing
Medicare Part B "Fair Hearing"
© 2005,
Jin Zhou,
ERISAclaim.com
Changes to the appeals process
(PDF 646K) (511 pages)
Page 172-6 of 511:
"Comment: Although a few
commenters agreed with the proposal that all QIC proceedings would
be “on-the-record,”most commenters opposed this proposed policy and
recommended that QICs be required
to offer appellants an
opportunity for a hearing, as has been the case under the existing
Part B fair hearing process....."
"Response:......Taking
into consideration all of the above information, we believe our
proposal is consistent with the substantially revised appeals
methodology, including faster decision-making time frames, physician
reviewers, and lower amount in controversy thresholds. We believe
that the Congress was fully aware of the historical meaning of the
terms “reconsideration” and “hearing” and did not use them lightly
in the new statute. Appellants retain the right
to a hearing at the ALJ
level, and this hearing will take place generally within the
same time frame as a “fair hearing” under the previous Part B
appeals process. Thus, we
continue to believe that the statute does not intend or require that
the QIC reconsideration process include an opportunity for a
hearing. Finally, we note that QICs are not precluded from
contacting appellants and obtaining
necessary information from them by phone or other means."
|
|
6. What's Urgent for Hospitals
after May 1, 2005? Level I-II (QIC) Appeal - A Complete New Game!
© 2005,
Jin Zhou,
ERISAclaim.com
Changes to the appeals process
(PDF 646K) (511 pages)
Page 34 of 511:

§ 405.940
Right to a redetermination..........[375]
§ 405.944
Place and method of filing a request for a
redetermination...........................[378]
§ 405.960
Right to a reconsideration..........[388]
§ 405.962
Time frame for filing a request for a
reconsideration...........................[388]
§ 405.964
Place and method of filing a request for a
reconsideration...........................[389]
§ 405.966
Evidence to be submitted with the
reconsideration request...................[390]
§ 405.968
Conduct of a reconsideration........[392]
§ 405.970
Time frame for making a reconsideration.
........[395]
§ 405.972
Withdrawal or dismissal of a request for a
reconsideration...........................[398]
§ 405.974
Reconsideration.....................[401]
§ 405.976
Notice of a reconsideration.........[402]
§ 405.978
Effect of a reconsideration.........[405]
Changes to the appeals process
(PDF 646K) (511 pages)
II. Analysis of and Responses to Public Comments
8. Reconsiderations (§ 405.960 through § 405.978)
..........[144-165]
9. Conduct of a Reconsideration (§ 405.968 and
§
405.976).............................[166-188]
Implementing a New Medicare Claims Appeals
Process (PDF 45K) (3
page) (CMS, 03/01/2005)
".....The law includes a series of
structural and procedural changes to the appeals process, including:
-
Uniform appeal
procedures for both Part A and Part B claims;
-
Reduced
decision-making time frames for most administrative appeals levels,
as well as the right to escalate a case that is not decided on time
to the next appeal level;
-
The establishment
of new entities, Qualified Independent Contractors (QICs), to
conduct reconsiderations of claims denials made by fiscal
intermediaries, carriers, and quality improvement organizations;
-
Use of QIC review
panels, which include medical professionals, to reconsider all cases
involving medical necessity issues; and
-
A requirement for
appeals-specific data collection by CMS......"
|
|
7. Successful Appeal
under New CMS Appeal Rules: Get Started Now! - A Seminar You Can't
Afford to Miss. |
|

|
|
1. Effective
May 1, 2005 for Part A Claims;
2. Must Decide, after May 1, 2005, for
Appointed or Authorized Representative Status;
3. "Waiver of right to collect payment.
...... the assignee must waive the right to collect payment for the
item or service for which the assignment of
appeal rights is made."
OIG: Special Advisory Bulletin: Practices of
Business Consultants
[PDF]
Testimony of Lewis Morris
[PDF] |
|
8.
No appeal rights if a claim returned as unprocessable for incomplete
or invalid information. |
|
Unprocessable Unassigned
Form CMS-1500 Claims,
[MM3500]
[R505CP]
Revised: 3/18/2005
"A claim returned as
unprocessable for incomplete or invalid information does not meet
the criteria to be considered as a claim, is not denied, and, as
such, is not afforded appeal rights." [R505CP]
New CMS Rules
[FR HMT] [Page 11474]
"Clean
claim means a claim that has no defect or
impropriety
(including any lack of
required substantiating documentation) or particular
circumstance requiring special treatment that prevents timely
payment from being made on the claim under title XVIII within the
time periods specified in sections 1816(c) and 1842(c) of the
Act."
|
|
9.
"the reopening
regulations" make life a whole lot of easier when there is no need
to appeal. |
|
New CMS Rules
[FR HMT] [[Page 11423]]
"Section 937 of the MMA requires that the Secretary develop a
means of allowing providers and suppliers
to correct minor errors or
omissions to claims submitted under the programs under
title XVIII without initiating an appeal. The statute specifies
that this process be available no later than December 8, 2004. We
have revised Sec.
405.980 to allow providers and suppliers to make these corrections
through the reopenings process. See Sec.
405.927 and Sec.
405.980."
New CMS Rules
[FR HMT]
[[Page 11451]]
"b. Distinguishing Between Reopenings and Appeals
"....Response: As we stated in the proposed rule, ``requests for
adjustments to claims resulting
from clerical errors
must be handled through the reopenings
process. Therefore, when a contractor makes an adjustment
to a claim, the contractor
is not processing an appeal, but instead, conducting a
reopening'' (67 FR 69327). Moreover, section 937 of the MMA
subsequently amended the Act to specify that in the case of
minor errors or omissions
that are detected in the submission of claims,
CMS must give a provider
or supplier an opportunity to correct that error or omission
without the need to initiate an appeal."
|
|
10.
"Escalation"
to higher level for slow QIC (level II), "De Novo" review by MAC on
ALJ (level III & IV), and "Expedited Access to Judicial Review"
(Level IV), can we have too much protections? |
|
New CMS Rules
[FR HMT] [[Page 11454]]
"b.
Escalation
(1) General Application
One of the most
significant changes required under section 521 of BIPA is
the introduction of
an
appellant's right to escalate a case to an ALJ
if a QIC
fails to make a timely reconsideration, or to the MAC if an ALJ
hearing does not produce a timely decision
on an appeal of a QIC reconsideration."
New CMS Rules
[FR HMT]
[[Page 11469]]
"Establishing a requirement for
``de novo'' review
when the MAC reviews an ALJ
decision made after a hearing."
New CMS Rules
[FR HMT]
[[Page 11422]]
"2. Process for
Expedited Access to
Judicial Review (Section 932 of the MMA)
Section 1869(b) of the Act provides for expedited access to
judicial review in situations involving Medicare claims appeals.
Section 932 of the MMA amends section 1869(b) of the Act by
requiring a review entity
to respond to a request for expedited access to judicial review in
writing within 60 days after receiving the request."
|
|
11.
No delays or postpones as
you've heard -
Implementation date with transition:
04/25/2005,
CMS Transmittal
-
R146OTN |
|
CMS Manual System
|
Department of Health & Human
Services (DHHS) |
|
Pub. 100-20 One-Time Notification
|
Centers for Medicare & Medicaid
Services (CMS) |
|
Transmittal 146 |
Date: MARCH 25, 2005 |
| |
CHANGE REQUEST 3530
|
|
SUBJECT: Appeals Transition-
BIPA Section 521 Appeals
"I. SUMMARY OF CHANGES:
The purpose of this
CR is to notify Fiscal Intermediaries (FIs) about the upcoming
transition to the new second level appeal process. "
IMPLEMENTATION DATE: April 25, 2005
"III. FUNDING: Medicare
contractors shall implement these instructions within their
current operating budgets." |
|
Download
CMS Transmittal
-
R146OTN for
more details |
*********************************************
|
CMS News on Wheelchair and
Medical Necessity |
|
August
24, 2005: CMS ISSUES
UPDATED REGULATIONS FOR
POWER
WHEELCHAIR AND POWER
OPERATED VEHICLE CLAIMS
December 15, 2004:
MEDICARE OPENS NATIONAL COVERAGE
DETERMINATION TO MAKE SURE
BENEFICIARES WHO NEED
WHEELCHAIRS GET THEM
October
18, 2004:
MEDICARE BENEFICIARIES WILL SOON
BE ABLE TO RESOLVE MEDICARE
APPEALS FASTER
“We are working toward
completing our
overhaul of the Medicare claims
appeals system by October 1,
2005 to better serve Medicare
beneficiaries, providers,
physicians, and other health
care providers.”
"Other
steps that CMS is taking
as part of its
comprehensive overhaul of
Medicare claims appeals
include:
-
Finalizing the transfer
of responsibility for
the third level appeals
conducted by
Administrative Law
Judges from the Social
Security Administration
to the Department of
Health and Human
Services by October 1,
2005.
-
Developing a new
appeal-specific data
system that will allow
authorized users to
track individual
appeals in real time.
-
Establishing an
Administrative QIC that
will oversee the
distribution of
case-files, develop
appeals processing
protocols, conduct
training of the QICs,
and the dissemination of
information on QIC
appeals decisions to the
public.
-
Implementing a 60-day
decision deadline and
improved notices for
claims redeterminations,
or first-level appeals
performed by fiscal
intermediaries and
carriers. The
improved notices will
include the specific
reasons for the decision
and a summary of
relevant clinical or
scientific evidence used
in making the decision.
Issuing the final regulations
needed to implement the new
uniform appeals procedures,
including the rules QICs and
other appeals entities by the
end of the year."
|
Maximum Comfort,
Inc v. Tommy G. Thompson
(06/30/2004, United States
District Court for the Eastern District of California)
RenCare Ltd vs. Humana Health
Pln TX
(5th Cir. 12/30/2004)
|
Medicare New Policy:
Medical Necessity in Emergency/Critical Care
On November 5th, CMS issued a modification to
the Medicare Integrity Manual for "Payment
for Emergency Medical Treatment and Labor Act (EMTALA) and new
policy in making emergency room medical decision terminations",
and "Instructs that for an item or service provided
by a hospital or critical access hospital pursuant to section
1867of the Social Security Act (EMTALA) on or after January 1,
2004, FIs must make determinations of whether the item or
service is reasonable and necessary on the basis of information
available to the treating physician or practitioner (including
the patient’s presenting symptoms or complaint) at the time the
item or service was ordered or furnished by the physician or
practitioner (and not only on the patient’s principal
diagnosis). The frequency with which an item or service is
provided to the patient before or after the time of the service
shall not be a consideration."
" The
FIs shall reopen claims for ED services provided on or after
January 1, 2004 that were previously denied prior to the
issuance of this instruction if the provider so requests."
CMS Manual System
Department of Health & Human Services (DHHS)
Pub. 100-08 Medicare
Program Integrity Centers for Medicare
& Medicaid Services (CMS) Transmittal 86 Date: NOVEMBER 5, 2005
CHANGE REQUESTS 3437
http://cms.hhs.gov/Transmittals/downloads/R86PI.pdf
Medlearn Matters Articles Table
 |
|
|
|
|
|
|
|
MM3437 |
10/28/2004 |
MMA - Payment for Emergency Medical
Treatment and Labor Act (EMTALA)- Mandated Screening and
Stabilization Services |
3437 |
10/22/2004 |
11/22/2005 |
11/22/2005 |
|
MM3437:
MMA - Payment for Emergency Medical Treatment and Labor Act
(EMTALA)-Mandated Screening and Stabilization Services |
|
"Provider Action Needed
While voluntary, it is to the
provider’s benefit
to bill presenting symptoms or complaints in addition to
the principal diagnosis. To ensure you are paid
appropriately for your services,
you may use Form
Locator 76 of the UB-92 claim form to bill for the
ICD-9-CM code that represents the patient’s reason for the
visit. Although only one diagnosis code for the
reason for the visit may be recorded in Form Locator 76,
at the provider’s discretion additional diagnoses not
inherent in the final diagnosis may be reported in Form
Locators 68 through 75. Providers may use these fields
when billing for items or services, including diagnostic
tests, performed under EMTALA, and/or when billed with
Revenue Codes 45X, 0516, or 0526 to ensure appropriate
payment.
We
support hospitals’ efforts to educate physicians on
documentation to support correct coding, and contractors
should assist hospitals in providing this education when
requested.
This instruction is pursuant to Section
1867of the Social Security Act (EMTALA) for services
provided on or after January 1, 2004."
|
Final Rule:
CMS-1063-F
Medicare Program: Clarifying Policies Related to the
Responsibilities of Medicare-participating Hospitals in Treating
Individuals with Emergency Medical Conditions
(PDF 711Kb) (262 pages)
"ACTION:
Final rule.
SUMMARY:
This final
rule clarifies policies relating to the responsibilities of
Medicare-participating hospitals in treating individuals with
emergency medical conditions who present to a hospital under the
provisions of the Emergency Medical Treatment and Labor Act (EMTALA)."
MEDICARE BENEFICIARIES WILL SOON BE ABLE TO RESOLVE MEDICARE
APPEALS FASTER
October 18, 2004
“We are working toward completing our
overhaul of the Medicare claims appeals system by October 1, 2005
to better serve Medicare beneficiaries, providers, physicians, and
other health care providers.”
|
|
New Medicare Claims Appeals Process -
CMS Fact Sheet
"Overhaul
of the Medicare
Claims Appeals System" -
CMS News
Comparison of
Current and BIPA 521 Fee-For-Service Appeal Processes
Qualified Independent
Contractors (QIC) -
CMS Fact Sheet
CMS Medlearn
Matters Articles on New Appeal
[
MM3530 ]
[
MM3939 ] [
MM3944 ] [
MM4019 ]
[MedLearn
Provider-Specific
Materials] [MedLearn
Complete Publications]
CMS New Appeal
Process Related CR/Transmittals
{selected by &
linked to ERISAclaim.com}
View and Download Medicare Appeals Forms
New CMS
Appeal Rule Print Versions:
[CMS
PDF- 511 Pages] [FR
PDF- 80 Pages] [FR
HMT] [Correction]
Provider Customer Service Program - R15COM
CMS QIC Links:
[www.FCSO.com]
[www.Maximus.com]
[www.q2a.com]
Toll-Free Numbers and Websites
for
Your
Carrier/Fiscal Intermediary
|
  |
|
|
References
Manuals
Forms
Education
What Physicians and Other Suppliers Should Know About
Medicare Overpayments - A
two sided tri-fold brochure (August 2004) (
19Mb)
Related
Information
Other
Appeals Processes |
Current
Issues
New Enrollee
Rights, New Provider Responsibilities in MA Program
- Article (Updated Jan 2005)
References
Manuals
Forms
Education
Related
Information
Other
Appeals Processes |
|
Medicare Managed Care
APPEALS AND GRIEVANCES |
Provider-Specific
Materials |
CMS/MedLearn
Complete Publications |
|
CMS Releases New Educational Guide on Remittance Advice (RA)
Notices:
Medlearn Matters Number: SE0540, 06/24/2005
R743CP (CR 4123)
11/4/2005
Update |
Understanding the Remittance Advice (RA): A
Guide for Medicare Providers, Physicians, Suppliers, and Billers
(June 2005) ( 3.1MB)
New
|
|
ERISAclaim.com
- CMS New Appeal Rules:
"Overhaul of the Medicare Claims Appeals System"
© 2005,
Jin Zhou,
ERISAclaim.com
2009 GUIDE TO
New Medicare Claims Appeals Process
CMS Fact Sheet - New Medicare Claims Appeals Process
CMS News - "Overhaul
of the Medicare
Claims Appeals System"
Comparison of
Current and BIPA 521 Fee-For-Service Appeal Processes
Qualified Independent
Contractors (QIC)
CMS Medlearn
Matters Articles on New Appeal
[
MM3530 ]
[
MM3939 ] [
MM3944 ] [
MM4019 ]
View and Download Medicare Appeals Forms
Provider Customer Service Program - R15COM
New CMS Appeal
Rule Print Versions:
[CMS
PDF- 511 Pages]
[FR
PDF- 80 Pages] [FR
HMT]
|
|
Toll-Free Numbers and Websites
for
Your
Carrier/Fiscal Intermediary
Physician
Information Resource
[PRIT
Issues]
|
|
 |
|
CMS QIC Links
www.FCSO.com
www.Maximus.com
www.q2a.com
Medicare Appeals Forms
All CMS Forms For
your convenience links to CMS program forms,
Optional Forms,
Standard Forms,
SSA Forms and
HHS Forms are also provided here.
|
Medicare Appeals Forms |
| Form Number |
Form
Information |
| CMS-1696 |
Appointment of
Representative
View
Form in Adobe PDF (Size: 10 KB) |
| CMS-1965 |
Request for
Hearing - Part B Medicare Claim
View
Form in Adobe PDF (Size: 9 KB) |
| CMS-20034A/B,
CMS-5011A/B |
Beginning on July 1st, please follow the instructions below
when filing your Request for Medicare Hearing before an
Administrative Law Judge (ALJ).
If your reconsideration determination was issued by a Qualified
Independent Contractor (QIC) please use form CMS-20034A/B
View
Form in Adobe PDF (Size: 38 KB).
If your reconsideration or fair hearing determination was
issued by a Fiscal Intermediary (FI), Carrier, or Quality
Improvement Organization (QIO) please use form CMS-5011A/B
View
Form in Adobe PDF (Size: 41 KB).
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| CMS-10003-NDMC |
Notice of Denial
of Medical Coverage for Medicare + Choice Plans
View
Form in Adobe PDF (Size: 31 KB)
View
Instructions in Adobe PDF (Size: 22 KB) |
| CMS-10003-NDP |
Notice of Denial
of Payment for Medicare + Choice Plans
View
Form in Adobe PDF (Size: 25 KB)
View
Instructions in Adobe PDF (Size: 22 KB) |
| CMS-20027 |
Medicare
Redetermination Request Form
View
Form in Adobe PDF (Size: 27 KB) |
| CMS-20031 |
Transfer
(Assignment) Of Appeal Rights
View
Form in Adobe PDF (Size: 40 KB) |
| CMS-20033 |
Medicare
Reconsideration Request Form
View
Form in Adobe PDF (Size: 27 KB) |
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Codified in Title 29 of the
Code of Federal Regulations:
Regulations
Selected links:
2520.102-3 Contents of summary plan description.
2560.503-1
Claims procedure. |
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ERISA Laws/Rules |
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ERISA in US
CODE |
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View
CMS Chart
Series
CMS Facts & Figures
CMS offers various Chart Series with recent data on
spending, operations, and quality of care in CMS programs. The
Chart Series also offer some information on the nation´s
health care system, and CMS internal operations.
Each of the sections covers a different topic, and is
available to view or download as a PowerPoint presentation (.ppt
file, recommended) or in Adobe Acrobat (.pdf) format.
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QIC News
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CERT
Reports
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AHCPR
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New Chiro Demo
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Expansion of Coverage of Chiropractic Services Demonstration
(CMS)
April 06, 2005 -
MEDICARE IMPLEMENTS DEMONSTRATION TO EXPAND COVERAGE OF
CHIROPRACTIC SERVICES
MEDICARE CHIROPRACTIC SERVICES
DEMONSTRATION
FINAL DESIGN REPORT,
Click here. (pdf. 532kb)
April 27, 2005
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Federal Register Notice (.pdf 57 kb)
-
Press Release (.pdf 58 kb)
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Chiropractor Medlearn Matters Article
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Laboratory Medlearn Matters Article
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Radiology Medlearn Matters Article
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Chiropractor Power Point Presentation (.pdf 177 kb)
- Beneficiary Fact Sheets
- Demonstration Geographic Areas
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Diagnosis and Procedure Codes (.pdf 135 kb)
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Frequently Asked Questions and Answers
(pdf. 18kb)
05/06/2005
INSTRUCTIONS RELEASED -- MID-QUARTER
Transmittal 34 ... This instruction affects Comprehensive
Outpatient Rehabilitation Facilities, Outpatient
Physical
Therapy, Skilled Nursing Facilities, Physicians and
Non-Physician Practitioners.
View the complete text of Transmittal 34
(PDF - 366 KB)
MM3648 (Revisions to the Medicare Benefit Policy Manual
(Pub 100-02), Chapter 15, Sections 220 and 230 Regarding Therapy
Services)
SE0533 (Further Clarification of CR3648, Which Revised
the Medicare Benefit Policy Manual (Pub 100-02), Chapter 15,
Regarding Therapy Services)
National Correct Coding Policy Manual for Part B Medicare
Carriers -- Version 10.3
"O. Chiropractic Manipulative Treatment"
[page 14 of 18]
United States of America v. Thomas Bruce Vest,
also known as T. Bruce Vest, doing business as Doctors Clinic
"Second, the Government presented 36 patients
who testified that during their visits to the Doctors Clinic,
they did not report many of the symptoms and past conditions
that Vest recorded on their medical records."
Fraud And Abuse
Fighting Fraud & Abuse
MM3449
Revised Requirements for Chiropractic Billing of
Active/Corrective Treatment and Maintenance Therapy, Full
Replacement of CR 3063
Revised: 11/19/2004
CR3449 (10/08/2004)
CMS
Documentation Guidelines — Evaluation and Management
Services
R125PI
CR4022
"Medical
Review Additional Documentation Requests"
R123PI - CR3703
9/23/2005
"Chapter
3, MMA Section 935
I. SUMMARY OF CHANGES: This change implements
portions of Section 935 of the MMA (entitled
Recovery of Overpayments). Specifically, this CR
explains to contractors their right to
request documentation for a limited sample of submitted
claims, after overpayments have been identified,"
CMS 2004 Transmittals 90-CR3569:
Prepayment Review of Claims for MR Purposes
(pdf)
"Contractors shall not initiate non-random prepayment
medical review of a provider or supplier based on the initial
identification by that provider or supplier of an improper
billing practice unless there is a likelihood of a sustained
or high level of payment error."
CMS 2005
Transmittal 120
--
CHANGE REQUEST 3880
"Correction to Change Request (CR) 3222:
Local Medical Review Policy/ Local Coverage Determination
Medicare Summary Notice (MSN) Message Revision"
"E. Distinguishing Between
Benefit Category, Statutory Exclusion and Reasonable and
Necessary Denials"
R13SOM: Revisions to
Chapter 2, "The Certification Process," Appendix E--
"Providers of Outpatient Physical Therapy or Outpatient Speech
Language Pathology (OPT/OSP) Services," and Appendix K--
"Comprehensive Outpatient Rehabilitation Facilities"
Medicare Program Integrity Manual
Chapter 3: Verifying Potential Errors and Taking
Corrective Actions (pdf)
(Zipped Word File)
Medical Review Strategy
"In addition to carry-over of several of the
FY 2004 focuses, the new FY 2005 focus areas will be:
- Chiropractic services
- Level of consultations
- Follow-up consultations
Transmittal 34
General Coverage of Physician Services***NCP
PHYS-001
Physician Visits, Documentation and
Interpretation of Test Results***NCP
PHYS-002
Incident To a Physician's Professional Service
in the Office or Clinic***NCP
PHYS-004
Outpatient Physical
Therapy, Occupational Therapy and Speech-Language
Pathology
PHYSMED-001
Coding Guidelines:
"...7. *The date the patient was last seen and the
UPIN of the
attending physician must be listed in
Item 19 on the CMS-1500 form or the electronic
equivalent."
Physical Medicine and Rehabilitation Procedures
and Modalities

PHYSMED-009
Neuromuscular Electrical Stimulation (NMES)

PHYSMED-011
Illinois
WPS Medicare Part B - Provider Education - Claim Information
Seminar Schedule
" WPS
is frequently asked if we offer Continuing Education Units (CEUs)
for our programs. We are happy to announce that......"
Seminar Materials
CMS (HCFA) 1500 Claim Form Instructions
(pdf - 72
pages; 695KB)
Timely Filing of Claims
Unprocessable Claim Guidelines
How to Appeal a Claim Determination
Chiropractic Care Educational Guidebook
(pdf - 95
pages; 476KB)
- Jan. 2005
WPS Medicare Part B - Chiropractic
FAQs
WPS Medicare Part B - 2005 Medicare Payment Information
Available from CD-Rom

Medicare Part B WPS Search on "chiropractic care"
Teleconferences
WPS Communiqué
Virginia TrailBlazer Part BHome
Page
1500 Claim Form/Unprocessable Claim Form Instructions
Top 10 Billing Errors
General Principles of Documenting Patient's Medical Records
Provider Outreach and Education (Educational issues)
Audio Training
Chiropractic Services
CMS 1500 Claim Form Instructions
Part B Problem Solving Guide
or the
TrailBlazer Medicare Part B Mid - Atlantic Important
Contacts .
Iowa
Noridian Medicare: Provider Homepage
Noridian Medicare: Provider: Publications: Medicare B: Medical
Policies
Chiropractic Services Policy
Chiropractic BBM July 2003
Chiropractic Care
Documentation
Diagnosis Criteria
x-ray
Advanced Beneficiary Notice
Questions and Answers
Chiropractic Demonstration Project
Appeals
Recoupment
EDI
Education
Telephone Appeals Changing Hours
5/11/2005
Medicare Part B Appeal
Documentation
Fraud and Abuse
Medicare Part B: Medicare Chiropractic Billing
Medicare Part B Workshop
Medicare B News Bulletins and LMRPs-LCDs(1994 to Current)
NM
Welcome To Arkansas Medicare Services
Fee Schedules
How to Complete the CMS-1500 Form
Helpful Hints for Filing Claims
Maine
National Heritage Insurance Company
National Heritage Insurance Company is the
Medicare Part B contractor for California,
Maine, Massachusetts, New
Hampshire, and Vermont, serving 5.5 million beneficiaries and
178,000 healthcare providers. |
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Physical Therapy Documention Books
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CMS Contractors
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