Transcript Provider Delivered Care Management Billing Guidelines Webinar

Provider Delivered Care Management Billing
Guidelines Webinar
May 2014
Blue Cross Blue Shield of Michigan and Blue Care Network are nonprofit corporations and independent licensees of the Blue Cross and Blue Shield Association.
Agenda
•
•
•
•
•
2
PDCM Reimbursement Policy Design
General Conditions of Payment
Patient Eligibility
Provider Requirements
Billing Guidelines
PDCM Payment Policy Design
• Fee-for-service methodology – 12 payable codes for services
performed by qualified non-physician practitioners
– Face-to-face (individual and group)
– Telephone-based
• Payable to approved providers only
– Non-approved providers billing for these services are
subject to recovery
• BCBSM will pay the lesser of provider charges or BCBSM’s
maximum fee
• CNPs or PAs paid at 85% of our fee schedule
• No cost share imposed on members EXCEPT members with
Qualified High Deductible Health Plans with a Health Savings
Account
3
PDCM Procedure Codes
Effective 11/1/2013
G9001 - Initiation of Care Management (Comprehensive Assessment)
G9002 - Individual Face-to-Face Visit
98961 - Education and training for patient self-management for 2–4 patients; 30 minutes
98962 - Education and training for patient self-management for 5–8 patients; 30 minutes
98966 - Telephone assessment 5-10 minutes of medical discussion
98967 - Telephone assessment 11-20 minutes of medical discussion
98968 - Telephone assessment 21-30 minutes of medical discussion
99487 - First hour of clinical staff time directed by a physician or other qualified health care
professional with no face-to-face visit, per calendar month
99489 - Each additional 30 minutes of clinical staff time directed by a physician or other
qualified health care professional, per calendar month. (An add-on code that
should be reported in conjunction with 99487)
G9007 - Coordinated care fee, scheduled team conference
G9008 - Physician Coordinated Care Oversight Services (Enrollment Fee)
Effective 1/1/2014
S0257 - Counseling and discussion regarding advance directives or end of life care
planning and decisions
4
General Conditions of Payment
• For billed services to be payable, the following conditions apply:
– The patient must be eligible for PDCM coverage. Ordered by a
physician, PA or CNP within the approved practice; a note indicating
these services were ordered must be in the medical record.
– Based on patient need
– Performed by the appropriate qualified, non-physician health care
professional employed or contracted with the approved practice or
PO
– Billed in accordance with BCBSM billing guidelines
• Services billed for non-eligible members will be rejected with provider
liability.
5
Patient Eligibility
•
•
•
•
6
The patient must have active BCBSM coverage that includes the
BlueHealthConnection® Program. This includes:
– BCBSM underwritten business
– ASC (self-funded) groups that elect to participate
– Medicare Advantage patients
– (Note: BCN is not participating in PDCM-Oncology)
Checking eligibility:
– Providers should check normal eligibility channels (e.g., WebDENIS,
CAREN IVR) to confirm contract and benefit eligibility.
• A practice should follow its current process for determining patient
eligibility
– Determining patient eligibility for care management is not the
responsibility of the care manager
– For information on how to access eligibility information, practices
should contact their BCBSM Provider Consultant
The patient must be an active patient under the care of a physician, PA or
CNP in a PDCM-approved practice and referred by that clinician for PDCM
services.
The patient must be an active participant in the care plan.
Provider Requirements: Care Management Team
•
Individuals performing PDCM services must be qualified non-physician practitioners
employed by practices or practice-affiliated POs approved for PDCM payments
• The team must consist of:
– A lead care manager who:
• Is an RN, LMSW, CNP or PA
• Has completed lead care manager training program
• Has completed a self-management support training program
– Other qualified allied health professionals:
• Any of the above, plus…
• Licensed practical nurse, certified diabetes educator, registered dietician,
masters of science trained nutritionist, clinical pharmacist, respiratory
therapist, certified asthma educator, certified health educator specialist
(bachelor’s degree or higher), licensed professional counselor, licensed
mental health counselor
• Each qualified care team member must:
– Function within their defined scope of practice
– Work closely and collaboratively with the patient’s clinical care team
– Work in concert with BCBSM care management nurses as appropriate
• It is recommended that each qualified care team member also complete a selfmanagement support training program
7
Provider Requirements: Billing and Rendering Provider
•
Two potential models
–Practice-based care management team
–Physician-organization-based care management team
Practice-based
Physician
Organizationbased
•
•
Rendering
Provider
Billing
Provider
Physician, CNP
or PA within the
PDCM-approved
practice
Physician
practice
PO-based billing
entity
The rendering provider identified on the claim determines the fee.
Rendering and billing providers must be appropriately enrolled with BCBSM.
–For PO-based arrangement, the PO must obtain an NPI and enroll with BCBSM
–Affiliated clinicians identified as the Rendering Provider on PDCM claims must be
registered in connection with the PO entity
BCBSM’s Provider Consulting area is prepared to assist with the enrollment process.
8
Billing and Documentation: General Guidelines
•
9
The following general billing guidelines apply to PDCM services:
– Approved practices/POs only
– Professional claim
• 12 procedure codes
• PDCM may be billed with other medical services on the same claim
• PDCM may be billed on the same day as other physician services
– No diagnostic restrictions
• All relevant diagnoses should be identified on the claim
– Quantity limits apply to some codes
– No location restrictions
– Documentation demonstrating services were necessary and delivered as
reported
– Documentation identifying the CM isn’t required, but documentation must
be maintained in medical records identifying the provider for each patient
interaction
Code-Specific Requirements: G9001 Initiation of Care Management
(Comprehensive Assessment)
G9001
•
10
Coordinated Care Fee, Initial Rate (per case)
Payable only when performed by an RN, LMSW, CNP or PA with approved level of care
management training (i.e., lead care manager)
•
Quantity limit: One assessment per patient, per care manager, per year
•
Contacts must add up to at least 30 minutes of discussion
•
At least one encounter must be face to face
•
Assessment should include:
– Identification of all active diagnoses
– Assessment of treatment regimens, medications, risk factors, unmet needs, etc.
– Care plan creation (issues, outcome goals, and planned interventions)
– Current physical and mental/emotional status and treatment
– Level of patient’s understanding of his/her condition and readiness for change
– Perceived barriers to treatment plan adherence
•
Billed claims must include:
– Date of service (date patient is “enrolled” in care management)
– Record documentation must additionally include:
– Dates, duration, and modality (face to face or phone), name/credentials of care manager
performing the service
– Formal indication of patient engagement/enrollment
– Physician coordination and agreement
Note: Only lead care managers may perform the initial assessment
services (G9001)
Code-Specific Requirements: G9001 Initiation of Care Management
(Comprehensive Assessment) continued
NOTE: BCBSM Medicare Advantage
• If the service is delivered by a RN or LMSW, in order to fulfill CMS
requirements,
– The service must be delivered under direct supervision of the physician
(meaning the physician is present in the same office suite).
– Patient’s verbal agreement and consent to engage/participate in care
management. This agreement must be documented in the medical
record.
– The patient’s physician must review and sign the comprehensive
assessment that becomes part of the medical record.
– The physician’s NPI must be reported in the Rendering Provider field on
the claim.
11
Code-Specific Requirements: G9002 Individual, Face-to-Face
Care Management Visit
G9002
•
•
•
•
•
12
Coordinated Care Fee, Maintenance rate (per encounter)
Payable when performed by any qualified care management team member
Quantity limit: If multiple members of the care team provide this service on the
same date, to the same patient, this procedure code can be quantity billed
Encounters must:
– Be conducted in person
– Be a substantive, focused discussion pertinent to patient’s care plan
Claims reporting requirements:
– Each encounter should be billed on its own claim line
– All diagnoses relevant to the encounter should be reported
Record documentation must additionally include:
– Date, duration, name/credentials of team member performing the service
– Nature of discussion and pertinent details relevant to care plan (progress,
changes, etc.)
Code-Specific Requirements: G9002 Individual, Face-to-Face
Care Management Visit continued
– Updated status: medical condition, care needs and progress to goal
– Any revisions to the care plan goals, interventions, and target dates (if
necessary)
– Other individuals in attendance (if any) and their relationship with the
patient
13
Code-Specific Requirements: 98961, 98962
Group Education & Training Visit
98961
98962
•
•
•
•
•
14
Education and training for patient self-management for 2-4 patients, 30 minutes
Education and training for patient self-management for 5-8 patients, 30 minutes
Payable when performed by any qualified care management team member
No quantity limits
Each session must:
– Be conducted in person
– Have at least two, but no more than eight patients present
– Include some level of individualized interaction
Claims reporting requirements:
– Services should be separately billed for each individual patient
– Code selection depends upon total number of patient participants in the session
– Quantity depends upon length of session (reported in thirty minute increments)
– All diagnoses relevant to the encounter should be reported
Additional documentation requirements:
– Dates, duration, name/credentials of care team member performing the service
– Nature of content/objectives, number of patients present
– Any updated status on patient’s condition, needs, progress
Code-Specific Requirements: 98966, 98967, 98968
Telephone-based Services
98966
98967
98968
•
•
•
•
•
15
Telephone assessment and management, 5-10 minutes
Telephone assessment and management, 11-20 minutes
Telephone assessment and management, 21-30 minutes
Payable when performed by any qualified care management team member
Quantity limit: No more than one per date of service (if multiple calls are made on the
same day, the times spent on each call should be combined and reported as a single
call); time reported is cumulative for all qualified care management team members
Each encounter must:
– Be conducted by phone
– Be at least 5 minutes in duration
– Include a substantive, focused discussion pertinent to patient’s care plan
Claims reporting requirements
– Code selection depends upon duration of phone call
– All diagnoses relevant to the encounter should be reported
Additional documentation requirements:
– Dates, duration, name/credentials of care team member performing the call
– Nature of the discussion and pertinent details regarding updates on patient’s
condition, needs, progress with goals and target dates
Code-Specific Requirements: G9007
Team Conference
G9007 Coordinated care fee, scheduled team conference
•
•
This code is to be billed by the physician and is payable only to the physician.
Quantity limit: There is a limit of one G9007 paid per physician, per practice, per
patient, per day.
•
•
•
•
•
•
16
The scheduled discussion should include sufficient time to discuss changes
to the patient’s status.
Discussions must be substantive and focused on content pertinent to the
patient’s individualized care plan, interventions, goal achievement, target
dates.
Outcomes and next steps for each patient must be agreed upon and
documented.
Documentation can be completed by the physician or the care manager
– Includes the name and credentials allied professionals present for team
conference.
Separately billed for each individual patient discussed during team
conference.
One per patient per day.
Code-Specific Requirements: G9008
Patient Enrollment
G9008 Physician Coordinated Care Oversight Services (Enrollment Fee)
• This code is to be billed by the physician and is payable only to the
physician.
• Quantity limit: G9008 may be billed only one time per patient, per
lifetime, per physician
• An E&M visit performed by the physician must be simultaneously or
previously billed for the patient
• A G9001 or G9002 performed by the care manager must be
simultaneously or previously billed for the patient
• A written care plan with action steps and goals accepted by the
physician, care manager and patient is in place
17
Code-Specific Requirements: 99487 and 99489
Care Coordination
99487 First hour of clinical staff time directed by a physician or other qualified
health care professional with no face–to–face visit, per calendar month.
99489 Each additional 30 minutes of clinical staff time directed by a physician or
other qualified health care professional, per calendar month. (An add-on code
that should be reported in conjunction with 99487)
•
•
•
•
18
These codes are payable for contacts made by any of the qualified allied
personnel approved for PDCM on the care management team. The
cumulative duration of communication time to bill 99487 must be at least 31
minutes in duration to be billable (i.e., 51% of an hour).
Discussions must be substantive and focused on coordinating services that
are pertinent to the patient’s individualized care plan and goal achievement.
These codes should be billed at the end of each calendar month utilizing the
last encounter date for that month.
Appropriate coding and quantities are dependent upon the cumulative
amount of time spend on care coordination activities in that month..
Code-Specific Requirements: 99487 and 99489
continued
•
A code may be billed when at least 51% of the time designated in the
descriptor of that code is met.
– To bill the first hour, the cumulative amount of time must equal at least 31 minutes
– To bill an additional 30 minutes, the cumulative amount of time must equal at least
16 minutes
•
•
The code 99487 should be billed for the first 31 to 75 minutes of care
coordination services for a patient in a month
The code 99489 is billed in addition to 99487 for each additional 30 minutes
of interactions.
– 99487 and 99489 would be billed if the total time spent was 76+ minutes of care
coordination
– 99489 may be quantity billed if the total coordination time exceeds 105 minutes in
a single month
•
•
•
19
99487 may only be billed once per calendar month, per patient
99489 may be quantity billed
You will need to determine a method for tracking this time each
month.
Code-Specific Requirements: 99487 and 99489
continued
Documentation should include:
• Date and duration of contact
• Name and credentials of the allied professional on the care team
making the contact
• Identification of the provider or community agency with whom the
discussion is taking place
• Nature of the discussion
20
Code-Specific Requirements: 99487 and 99489
continued
21
Code-Specific Requirements: S0257
Advance Care / End of Life Planning
S0257
•
•
•
•
•
Counseling and discussion regarding advance directives or end of life
care planning and decisions
This code should be used to bill for individual face-to-face or telephonic
conversations regarding end-of-life care issues and treatment options
Billable when performed by any qualified member of the care management
team
Quantity limit: No limits on number of services per patient per year
List separately in addition to code for appropriate evaluation and
management service
Documentation associated with S0257 that must be recorded and maintained
in the patient’s record should include:
– Enumeration of each encounter including:
• Date of service
• Duration of contact
• Name and credentials of the allied professional delivering the service
• Other individuals in attendance (if any) and their relationship with the patient
• All active diagnoses
22
Code-Specific Requirements: S0257
continued
– Pertinent details of the discussion (and resulting advance care plan
decisions), which, at a minimum, must include the following:
• A person designated to make decisions for the patient if the patient cannot
speak for him or herself
• The types of medical care preferred
• The comfort level that is preferred
– Advanced care planning discussions/decisions may also include:
• How the patient prefers to be treated by others
• What the patient wishes others to know
– Indication of whether or not an advance directive or Physician Orders for
Life-Sustaining Treatment (POLST) document has been completed
23
Code Summary
24
BCBSM Medicare Advantage Plan
• Why is BCBSM paying for the care management services for
Medicare Advantage patients?
– BCBSM supports team based care
• an effective way to improve care coordination and outcomes
• decrease cost
25
Medicare Advantage Differences
•
•
•
•
26
Patient Eligibility
Annual Wellness Visit
Comprehensive Assessment (G9001)
Claim Submission
BCBSM Medicare Advantage –
Patient Eligibility
• Medicare Advantage patients must have active Medicare
Advantage coverage and PDCM benefits
– Some ASC Employer Groups are Excluded
– If an insurer other than BCBSM commercial or BCBSM
Medicare Advantage is the primary insurer, the Medicare
Advantage member is not eligible for PDCM services
– In the first year of Part B coverage, MA patients must
receive a one-time initial preventative physical exam; in
subsequent years, an annual wellness visit is
mandatory; this is required regardless if the member is
eligible for PDCM services
27
BCBSM Medicare Advantage - Wellness Visit vs.
Comprehensive Assessment
• Billing Guidelines Request that All Medicare Advantage patients have
Comprehensive Assessment Annually
• Is the Comprehensive Assessment (G9001) Intended to Replace the
Annual Wellness Visit (G0438)?
– Clarification - CMS expects all Medicare Advantage members to
have a Wellness visit with their physicians annually for planning
and preventive purposes. During this Wellness visit all the chronic
conditions, and any diagnoses the member has, should also be
listed. In the event that the member has had the Wellness visit
(G0438) there will be no requirement for them to have the Provider
Delivered Care Management (PDCM) Comprehensive Assessment
(G9001). If the physician and care manager feel that the member
could benefit from also having a G9001 comprehensive care
management assessment, however, the care manager may
conduct the assessment and the service will be payable.
28
BCBSM Medicare Advantage - Wellness Visit vs.
Comprehensive Assessment Continued
• Wellness Visit
– Required annually
– Performed by a physician, PA, NP, Clinical Nurse Specialist, or
other medical professional working under the direct supervision of
a physician
– Purpose is for planning and preventive care
• Comprehensive Assessment (G9001)
– Performed by non-physician Care Manager
– Purpose is to assess appropriateness of Care Management
services
• Medicare Advantage’s intention is to have all diagnoses identified for
purposes of:
– Patients receiving appropriate treatment/care
– Documenting chronic and acute (temporary) conditions
29
FEDERAL EMPLOYEE PROGRAM (FEP) HAS OPTED INTO
PROVIDER DELIVERED CARE MANAGEMENT (PDCM)
Effective August 1, 2013. These members will
NOT be on a patient list; rather, they will be
identifiedby their unique identification number.
Their identification number will start with “R”.
FEP members who are enrolled in Medicare
(A&B or just B) are not eligible for the PDCM
program through Blue Cross Blue Shield of
Michigan.
FEP Identification Card
• An example of the Member Identification card is
below.
• QUESTIONS?
• Oncology Care Management
– Please send questions to the Provider Delivered Care
Management Oncology Expansion [email protected]
– More information
• http://micmrc.org/oncology-care-manager
• MiPCT Care Management
– [email protected]
32