KANSAS INSURANCE DEPARTMENT

Proposed Revisions to K.A.R. 40-4-41d

 

 

K.A.R. 40-4-41d. Utilization review organizations; appeal procedures. Each utilization review organization shall have in place procedures for a formal process to consider appeals of a determination not to certify an admission, procedure, service, or extension of stay. The appeal process shall include the availability of a standard appeal for nonurgent cases and an expedited appeal for cases involving urgent care.  The right to appeal shall be available to the patient or enrollee, the representative of the patient or enrollee, and the attending health care provider, other ordering provider, or facility rendering service on behalf of the patient. Hospitals or other health care providers may assist in an appeal. The procedures for appeals shall include, at a minimum, the following:  (a) Each utilization review organization shall allow the patient, provider, or facility rendering services at least 180 days, excluding intermediate Saturdays, Sundays, and legal holidays, after receipt of a notice of noncertification to initiate the appeal process by telephone or written notification.

(b)       Each utilization review organization shall provide the patient, provider, or facility rendering the service with the opportunity to submit written comments, documents, records, or other information relating to the case.

(c)        Each utilization review organization and the individuals considering the appeal shall take into account all documents, records, and other information submitted by the patient, provider, or facility rendering service relating to the case without regard to whether the information was submitted or considered in the initial consideration of the case.

(d)       Each utilization review organization shall keep a record of each appeal that includes the names of the patient, provider, and facility that rendered the service, copies of all correspondence regarding the appeal, the dates of appeal reviews, documentation of actions taken, final resolutions, and minutes or transcripts of appeal proceedings, if any.

(e)       Each utilization review organization shall provide an expedited appeal process for cases involving urgent care.

(1)               When If an initial determination not to certify a health care service is made before or during an ongoing service requiring review, and the attending health care provider or other ordering provider believes that the determination warrants immediate appeal, the attending health care provider or other ordering provider shall have an opportunity to appeal that determination over the telephone or via facsimile, on an expedited basis.

(2)                Each utilization review organization shall provide reasonable access to a peer clinical reviewer, not to exceed one working day, by telephone or in person to discuss the determination with the attending health care provider or other ordering providers. The peer clinical reviewer shall be available for these appeals during normal business hours.

(3)               The peer clinical reviewer shall have immediate access to the material that formed the basis for the original determination when discussing an appeal.

(4)               The utilization review organization shall not be required to provide a peer clinical reviewer other than the peer clinical reviewer who made the original decision if the attending health care provider or other ordering provider only needs to supply additional or new information that will justify the need for the health care service or treatment.

(5)               Health care providers and utilization review organizations shall attempt to share the maximum amount of information by telephone, facsimile, or other means to resolve the expedited appeal satisfactorily.

(6)               The utilization review organization shall notify the attending health care provider or the ordering provider of its decision regarding the expedited appeal by telephone at the time when the decision is made and shall notify either the attending health care provider or other ordering provider and the enrollee in writing within one working day.

(7)               Expedited appeals that do not resolve a difference of opinion may be resubmitted through the standard appeal process.

(8)               Noncertifications made on a retrospective basis may be appealed only through the standard appeal process.

(9)       Each expedited appeal shall be completed as soon as possible, and no later than 72 hours after the initiation of the appeal process, excluding intermediate Saturdays, Sundays, and legal holidays.  Completion of the appeal shall include the provision of written notification of the appeal decision issued.

(10)     The written notification of each adverse appeal determination shall include the principal reasons for the determination, the clinical rationale used in making the appeal decision, and information about additional appeal mechanisms available, if any.

(b) (f) Standard appeal. The Each utilization review organization shall establish procedures for standard appeals to be made either in writing or by telephone.

(1)               Each utilization review organization shall notify in writing the enrollee or patient, attending health care provider or other ordering provider, and claims administrator of its determination on the appeal as soon as practical, but never later than 30 days, in the absence of any contractual agreement, after receiving the required documentation for the appeal after the initiation of the appeal process, excluding intermediate Saturdays, Sundays and legal holidays.

(2)               The documentation required by the utilization review organization may include copies of part or all of the clinical record or a written statement from the attending health care provider or other ordering provider.

(3)               Before upholding the original decision not to certify for clinical reasons, a peer clinical reviewer who did not make the original noncertification determination shall review the documentation.

(4)       The process established by a utilization review organization may include a period within which an appeal shall be filed to be considered.  Written notification of each adverse appeal determination shall be provided to each attending health care provider or other ordering provider and shall include the principal reasons for the determination and information about additional appeal mechanisms available, if any. 

(5)       Each attending health care provider or other ordering provider who unsuccessfully appeals a determination not to certify shall be provided the clinical basis for that determination in writing, upon request.

(6)       In cases involving physician-directed services in which an appeal to reverse a determination not to certify for medical reasons is unsuccessful, the utilization review organization shall assure ensure that a peer clinical reviewer, in the same or a similar medical specialty as that of the attending health care provider or other ordering provider, is reasonably available to review the case as mutually deemed appropriate.

(7)       In cases involving other than physician-directed services in which an appeal to reverse a determination not to certify for clinical reasons is unsuccessful, the utilization review organization shall assure ensure that a peer clinical reviewer, in the same or similar profession as that of the attending health care provider or other ordering provider, is reasonably available to review the case as mutually deemed appropriate.

(8)       Each utilization review organization shall forward, by written notification, a certification or a determination not to certify to the enrollee or patient, attending health care provider or other ordering provider, and claims administrator for the health benefit plan.

(9)       The utilization review organization shall conduct appeals considerations by requiring health professionals who serve as clinical peers and who consider appeals to meet the following conditions:

(A)              Hold a current active, unrestricted license to practice medicine or a health profession;

(B)              for services provided by a physician, medical doctor, or doctor of osteopathic medicine, be board-certified by either of the following:

(i)                 A specialty board approved by the American board of medical specialties, for doctors of medicine; or

(ii)               the advisory board of osteopathic specialists from the major areas of clinical services, for doctors of osteopathic medicine;

(C)             for services provided by a nonmedical doctor or doctor of osteopathic medicine, be in the same profession and in a similar specialty as that which typically manages the medical condition, procedure, or treatment mutually deemed appropriate; and

(D)       be oriented to the principles and procedures of utilization review and peer review; and

(E)       be neither the individual who made the original noncertification nor the subordinate of that individual.  (Authorized by K.S.A. 40-103, 40-22a04, and 40-22a11; implementing K.S.A. 40-22a04 and 40-22a11; effective, T-40-4-26-95, April 26, 1995; effective June 12, 1995; amended June 22, 2001; amended P-__________________.)