Medicare Program; Revisions to Payment Policies Under the Physician Fee Schedule for Calendar Year 1999

Federal RegisterJun 5, 1998

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SUMMARY: This proposed rule would make several policy changes affecting

Medicare Part B payment. The changes that relate to physician services

include: resource-based practice expense relative value units, medical

direction rules for anesthesia services, and payment for abnormal Pap

smears. Also, we would rebase the Medicare Economic Index from a 1989

base year to a 1996 base year. Under the law, we are required to

develop a resource-based system for determining practice expense

relative value units. The Balanced Budget Act of 1997 (BBA 1997)

delayed, for 1 year, implementation of the resource-based practice

expense relative value units until January 1, 1999. Also, BBA 1997

revised our payment policy for nonphysician practitioners, for

outpatient rehabilitation services, and for drugs and biologicals not

paid on a cost or prospective payment basis. In addition, BBA 1997

permits certain physicians and practitioners to opt out of Medicare and

furnish covered services to Medicare beneficiaries through private

contracts. In addition, since we established the physician fee schedule

on January 1, 1992, our experience indicates that some of our Part B

payment policies need to be reconsidered. This proposed rule is

intended to correct inequities in physician payment and solicits public

comments on specific proposed policy changes.

DATES: Comments on the proposed resource-based practice expense policy

will be considered if we receive them at the appropriate address, as

provided below, no later than 5 p.m. on September 3, 1998. Comments on

all other issues will be considered if we receive them at the

appropriate address, as provided below, no later than 5 p.m. on August

4, 1998.

ADDRESSES: Mail written comments (1 original and 3 copies) to the

following address: Health Care Financing Administration, Department of

Health and Human Services, Attention: HCFA-1006-P, P.O. Box 26688,

Baltimore, MD 21207-0488.

If you prefer, you may deliver your written comments (1 original

and 3 copies) to one of the following addresses:

Room 309-G, Hubert H. Humphrey Building, 200 Independence Avenue, SW.,

Washington, DC 20201, or

Room C5-09-26, 7500 Security Boulevard, Baltimore, MD 21244-1850

Because of staffing and resource limitations, we cannot accept

comments by facsimile (FAX) transmission. In commenting, please refer

to file code HCFA-1006-P. Comments received timely will be available

for public inspection as they are received, generally beginning

approximately 3 weeks after publication of a document, in Room 309-G of

the Department's offices at 200 Independence Avenue, SW., Washington,

DC, on Monday through Friday of each week from 8:30 a.m. to 5 p.m.

(phone: (202) 690-7890).

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password required). Dial-in users should use communications software

and modem to call 202-512-1661; type swais, then login as guest (no

password required).

FOR FURTHER INFORMATION CONTACT: Roberta Epps, (410) 786-4503 (for

issues related to outpatient rehabilitation services, nurse

practitioners, clinical nurse specialists, and certified nurse-

midwives).

Stephen Heffler, (410) 786-1211 (for issues related to the Medicare

Economic Index).

Anita Heygster, (410) 786-4486 (for issues related to private

contracts).

Jim Menas, (410) 786-4507 (for issues related to Pap smears and

medical direction for anesthesia services).

Robert Niemann, (410) 786-4569 (for issues related to the drugs and

biologicals policy).

Regina Walker-Wren, (410) 786-9160 (for issues related to physician

assistants).

Stanley Weintraub, (410) 786-4498 (for issues related to practice

expense relative value units and all other issues).

SUPPLEMENTARY INFORMATION: To assist readers in referencing sections

contained in this preamble, we are providing the following table of

contents. Some of the issues discussed in this preamble affect the

payment policies but do not require changes to the regulations in the

Code of Federal Regulations. Information on the regulation's impact

appears throughout the preamble and not exclusively in part V.

Table of Contents

I. Background

A. Legislative History

B. Published Changes to the Fee Schedule

II. Specific Proposals for Calendar Year 1999

A. Resource-Based Practice Expense Relative Value Units

1. Current Practice Expense Relative Value Unit System

2. Criticism of Current Practice Expense Relative Value Unit

System

3. Resource-Based Practice Expense Legislation

4. Originally Proposed Methodology for Developing Resource-Based

Practice Expense Relative Value Units

5. Balanced Budget Act of 1997 Provisions Pertaining to

Resource-Based Practice Expense Relative Value Units

6. HCFA Response to BBA 1997 Requirements

7. Summary of General Input from the Medical Community and

Comments from the October 1997 Notice with Comment Period

8. Issues Considered in Developing New Practice Expense RVUs

9. Alternative Practice Expense Methodologies Considered

10. Description of the Proposed Methodology for Developing

Practice Expense Relative Value Units

a. Overview

b. Data Sources

c. Practice Expense Cost Pools

d. Cost Allocation Methodology

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11. Comments of the American Medical Association Regarding the

Use of the Socioeconomic Monitoring System Survey Data to Construct

Practice Expense Relative Value Units

12. Other Methodological Issues

a. Professional and Technical Component Services

b. Practice Expenses per Hour Adjustments and Specialty

Crosswalks

c. Time Associated with the Work Relative Value Units

13. Other Practice Expense Policies

a. Site-of-Service Payment Differential

b. Additional Relative Value Units for Additional Office-Based

Expenses for Certain Procedure Codes

c. Anesthesia Services

14. Refinement

a. Issues Involved in Refinement

b. Example of the Process for Reviewing and Commenting on

Practice Expense Relative Value Units

c. Information on Accessing Data Files on HCFA's Homepage

15. Reductions in Practice Expense Relative Value Units for

Multiple Procedures

16. Transition

17. Proposed Regulation Revisions

18. Response to GAO Recommendations

B. Medical Direction for Anesthesia Services

C. Separate Payment for Physician Interpretation of an Abnormal

Papanicolaou Smear

D. Rebasing and Revising the Medicare Economic Index

1. Background

a. History

b. Use of Current Data

2. Rebasing and Revising Expense Categories

a. American Medical Association Socioeconomic Monitoring System

Survey

b. Employment Cost Index Survey

c. Asset and Expenditure Survey

d. Current Population Survey

e. Medical Economics Continuing Survey

3. Selection of Price Proxies

a. Background

b. Expense Categories

(1) Physician's Time

(2) Nonphysician Employee Compensation

(3) Office Expense

(4) Medical Materials and Supplies

(5) Professional Liability Insurance

(6) Medical Equipment

(7) Other Professional Expenses

4. Summary of Changes

III. Implementation of the Balanced Budget Act of 1997

A. Payment for Drugs and Biologicals

B. Private Contracting with Medicare Beneficiaries

C. Payment for Outpatient Rehabilitation Services

1. Overview of Policies Before BBA 1997

a. Coverage

b. Providers of Outpatient Rehabilitation Services

c. Payment for Services

(1) Reasonable Cost-Based Payments

(2) Fee Schedule Payments

d. Financial Limitation

2. BBA Provisions Affecting Payment for Outpatient

Rehabilitation Services

a. Reasonable Cost-Based Payments

b. Prospective Payment System for Outpatient Rehabilitation

Services

(1) Overview

(2) Services Furnished by Skilled Nursing Facilities

(3) Services Furnished by Home Health Agencies

(4) Services Furnished by Comprehensive Outpatient

Rehabilitation Facilities

(5) Site-of-Service Differential

(6) Mandatory Assignment

3. Uniform Procedure Codes for Outpatient Rehabilitation

Services

4. Financial Limitation

5. Qualified Therapists

6. Plan of Treatment

D. Payment for Services of Certain Nonphysician Practitioners

and Services Furnished Incident to their Professional Services

1. Coverage and Payment for Nurse Practitioner Services Before

BBA 1997

2. Coverage and Payment for Nurse Practitioner Services

Subsequent to BBA 1997

3. Coverage and Payment for Clinical Nurse Specialist Services

Before BBA 1997

4. Coverage and Payment for Clinical Nurse Specialist Services

Subsequent to BBA 1997

5. Coverage and Payment for Certified Nurse-Midwife Services

6. Coverage and Payment for Physician Assistant Services Before

BBA 1997

7. Coverage and Payment for Physician Assistant Services

Subsequent to BBA 1997

IV. Collection of Information Requirements

V. Response to Comments

VI. Regulatory Impact Analysis

A. Regulatory Flexibility Act

B. Resource-Based Practice Expense Relative Value Units

C. Medical Direction for Anesthesia Services

D. Separate Payment for Physician Interpretation of an Abnormal

Papanicolaou Smear

E. Rebasing and Revising the Medicare Economic Index

F. Payment for Nurse Midwives' Services

F. Payment for Drugs and Biologicals

G. BBA 1997 Provisions Included in This Proposed Rule

1. Payment for Services of Certain Nonphysician Practitioners

and Services Furnished Incident to Their Professional Services

2. Payment for Outpatient Rehabilitation Services

3. Payment for Drugs and Biologicals

4. Private Contracting with Medicare Beneficiaries

H. Impact on Beneficiaries

Addendum A--Description of Clinical Practice Expert Panel Data and

Methodology

Addendum B--Technical Description of the Proposed Methodology for

Developing Practice Expense Relative Value Units

Addendum C--Relative Value Units (RVUs) and Related Information

In addition, because of the many organizations and terms to

which we refer by acronym in this proposed rule, we are listing

these acronyms and their corresponding terms in alphabetical order

below:

AANA--American Association of Nurse Anesthetists

ABC--Activity based costing

ABN--Advance Beneficiary Notice

AHE--Average Hourly Earnings

AMA--American Medical Association

ASA--American Society of Anesthesiologists

AWP--Average Wholesale Price

BBA--Balanced Budget Act of 1997

BLS--Bureau of Labor Statistics

CF--Conversion factor

CFR--Code of Federal Regulations

CMSAs--Consolidated Metropolitan Statistical Areas

CORF--Comprehensive outpatient rehabilitation facility

CPEPs--Clinical Practice Expert Panels

CPI--Consumer Price Index

CPI-U--Consumer Price Index for All Urban Consumers

CPS--Current Population Survey

CPT--[Physicians'] Current Procedural Terminology [4th Edition,

1997, copyrighted by the American Medical Association]

CRNA--Certified Registered Nurse Anesthetist

DME--Durable medical equipment

DMEPOS--Durable medical equipment, prosthetics, orthotics, and

supplies

DRG--Diagnosis-related group

EAC--Estimated Acquisition Cost

ECI--Employment Cost Index

ES-202--Data--Bureau of Labor Statistics from State unemployment

insurance agencies

ESRD--End-stage renal disease

FDA--Food and Drug Administration

FMR--Fair market rental

GAAP--Generally accepted accounting principles

GAF--Geographic adjustment factor

GPCI--Geographic practice cost index

HCFA--Health Care Financing Administration

HCPCS--HCFA Common Procedure Coding System

HHS--[Department of] Health and Human Services

HMO--Health maintenance organization

HUD--[Department of] Housing and Urban Development

MEDPAC--Medicare Payment Advisory Commission

MEI--Medicare Economic Index

MGMA--Medical Group Management Association

MSA--Metropolitan Statistical Area

NAIC--National Association of Insurance Commissioners

NPI--National provider identifier

OBRA--Omnibus Budget Reconciliation Act

OTIP--Occupational therapist in independent practice

PC--Professional component

PMSA--Primary Metropolitan Statistical Area

PPI--Producer Price Index

PPS--Prospective payment system

PTIP--Physical therapist in independent practice

RUC--[AMA's Specialty Society] Relative [Value] Update Committee

[[Page 30820]]

RVU--Relative value unit

SMS--Socioeconomic Monitoring System

SNF--Skilled nursing facility

TC--Technical component

TEFRA--Tax Equity and Fiscal Responsibility Act

UPIN--Uniform provider identifier number

I. Background

A. Legislative History

Since January 1, 1992, Medicare has paid for physician services

under section 1848 of the Social Security Act (the Act), ``Payment for

Physicians' Services.'' This section contains three major elements: (1)

A fee schedule for the payment of physician services; (2) a sustainable

growth rate for the rates of increase in Medicare expenditures for

physician services; and (3) limits on the amounts that nonparticipating

physicians can charge beneficiaries. The Act requires that payments

under the fee schedule be based on national uniform relative value

units (RVUs) based on the resources used in furnishing a service.

Section 1848(c) of the Act requires that national RVUs be established

for physician work, practice expense, and malpractice expense.

Section 1848(c)(2)(B)(ii)(II) of the Act provides that adjustments

in RVUs because of changes resulting from a review of those RVUs may

not cause total physician fee schedule payments to differ by more than

$20 million from what they would have been had the adjustments not been

made. If this tolerance is exceeded, we must make adjustments to the

conversion factors (CFs) to preserve budget neutrality.

B. Published Changes to the Fee Schedule

We published a final rule on November 25, 1991 (56 FR 59502) to

implement section 1848 of the Act by establishing a fee schedule for

physician services furnished on or after January 1, 1992. In the

November 1991 final rule (56 FR 59511), we stated our intention to

update RVUs for new and revised codes in the American Medical

Association's (AMA's) Physicians' Current Procedural Terminology (CPT)

through an ``interim RVU'' process every year. The updates to the RVUs

and fee schedule policies follow:

November 25, 1992, as a final notice with comment period

on new and revised RVUs only (57 FR 55914).

December 2, 1993, as a final rule with comment period (58

FR 63626) to revise the refinement process used to establish physician

work RVUs and to revise payment policies for specific physician

services and supplies. (We solicited comments on new and revised RVUs

only.)

December 8, 1994, as a final rule with comment period (59

FR 63410) to revise the geographic adjustment factor (GAF) values, fee

schedule payment areas, and payment policies for specific physician

services. The final rule also discussed the process for periodic review

and adjustment of RVUs not less frequently than every 5 years as

required by section 1848(c)(2)(B)(i) of the Act.

December 8, 1995, as a final rule with comment period (60

FR 63124) to revise various policies affecting payment for physician

services including Medicare payment for physician services in teaching

settings, the RVUs for certain existing procedure codes, and to

establish interim RVUs for new and revised procedure codes. The rule

also included the final revised 1996 geographic practice cost indices

(GPCIs).

November 22, 1996, as a final rule with comment period (61

FR 59490) to revise the policy for payment for diagnostic services,

transportation in connection with furnishing diagnostic tests, changes

in geographic payment areas (localities), and changes in the procedure

status codes for a variety of services.

October 31, 1997, as a final rule with comment period (62

FR 59048) to revise the geographic practice cost index (GPCI),

physician supervision of diagnostic tests, establishment of independent

diagnostic testing facilities, the methodology used to develop

reasonable compensation equivalent limits, payment to participating and

nonparticipating suppliers, global surgical services, caloric

vestibular testing, and clinical consultations. The final rule also

implemented certain provisions of the Balanced Budget Act of 1997 (BBA

1997) (Public Law 105-33), enacted on August 5, 1997, and implemented

the RVUs for certain existing procedure codes and established interim

RVUs for new and revised procedure codes.

This proposed rule would affect the regulations set forth at 42 CFR

part 405, which consists of regulations on Federal health insurance for

the aged and disabled; part 410, which consists of regulations on

supplementary medical insurance benefits; part 414, which consists of

regulations on the payment for Part B medical and other health

services; part 415, which pertains to services furnished by physicians

in providers, supervising physicians in teaching settings, and

residents in certain settings; part 424, which pertains to the

conditions for Medicare payment; and part 485, which pertains to

conditions of participation: specialized providers.

II. Specific Proposals for Calendar Year 1999

A. Resource-Based Practice Expense Relative Value Units

1. Current Practice Expense Relative Value Unit System

The Act details the types of services that are paid under the

physician fee schedule. These include physician services, services and

supplies incident to a physician service, diagnostic x-ray tests,

diagnostic laboratory tests (excluding clinical laboratory tests), and

x-ray, radium, and radioactive isotope therapy. BBA 1997 added other

services such as certain preventive services. While some of these

services do not have work RVUs, all of the services have practice

expense and malpractice expense RVUs. (Physician anesthesia services

are included under the physician fee schedule but are paid under a

different payment methodology that uses a separate CF and allowable

base and time units. Physician anesthesia services do not have practice

expense and malpractice expense RVUs.) Payments for practice expense

RVUs account for approximately 41 percent of total physician fee

schedule payments.

In most cases, the current practice expense RVUs are calculated

based on a statutory formula. They are derived from the product of

``base allowed charges'' and service-specific practice expense

percentages. The base allowed charge is the national allowed charge for

the service furnished during 1991. The service-specific practice

expense percentage is a weighted average of the practice expense

percentages of the specialties performing the service.

For services furnished beginning with calendar year 1994 and whose

practice expense RVUs exceed 1994 work RVUs and are performed in the

office setting less than 75 percent of the time, practice expense RVUs

in each of 1994, 1995, and 1996 were reduced by 25 percent of the

amount they exceed the 1994 work RVUs. (Before 1998, practice expense

RVUs were not reduced to less than 128 percent of 1994 work RVUs.)

For services furnished beginning with calendar year 1998 whose

practice expense RVUs (determined for 1998) exceeded 110 percent of the

work RVUs and which were provided less than 75 percent of the time in

an office setting, the 1998 practice expense RVUs were reduced to a

number equal to 110 percent of the work RVUs. This limitation did not

apply to services that had a proposed resource-based practice expense

RVU in the June 18, 1997 proposed rule (62 FR 33158), which was

[[Page 30821]]

an increase from its 1997 practice expense RVU. For office visit

procedure codes performed beginning calendar year 1998, the practice

expense RVUs were increased by a uniform percentage to equal the

aggregate decrease in the practice expense RVUs for other services.

2. Criticism of Current Practice Expense Relative Value Unit System

A common criticism of the current practice expense RVU system is

that for many services the RVUs, which are based on charges under the

reasonable charge system, are not based directly on the resources

involved with furnishing the service. Rather, the charge-based nature

of the current fee schedule practice expense retains historical charge

patterns that existed before the implementation of the physician fee

schedule on January 1, 1992. Those charge patterns favor procedures and

tests performed in hospitals rather than evaluation and management

services and other office-based services.

For example, a primary care physician would have to bill CPT code

99213 (level 3 office visit, established patient) approximately 80

times to collect the same amount of practice expense payments as a

cardiac surgeon would for performing one coronary artery bypass graft

with three coronary venous grafts (CPT code 33512), although the

practice expenses the surgeon typically incurs for the cardiac surgery

are primarily related to the pre- and postoperative services furnished

in the office, administrative costs, and overhead. The costs for

clinical staff, medical supplies, and medical equipment furnished to

hospital patients are included in the diagnosis-related group (DRG)

payment made to the hospital as required by section 1862(a)(14).

In their 1993 annual report to the Congress, the Physician Payment

Review Commission recommended that the Congress revise the practice

expense component of the physician fee schedule so that it is resource-

based. They further recommended that we collect data regarding the

direct cost incurred in delivering each service and that a formula-

based approach be used to allocate indirect costs. This recommendation

was instrumental in the Congress' legislating the resource-based

practice expense component.

3. Resource-Based Practice Expense Legislation

Section 121 of the Social Security Act Amendments of 1994 (Public

Law 103-432), enacted on October 31, 1994, requires us to develop a

methodology for a resource-based system for determining practice

expense RVUs for each physician service. In developing the methodology,

we must consider the staff, equipment, and supplies used in providing

medical and surgical services in various settings. The legislation

required the new payment methodology to be effective for services

furnished in 1998.

The legislation specifically requires that, in implementing the new

system of practice expense RVUs, we must apply the same budget-

neutrality provisions that we apply to other adjustments under the

physician fee schedule.

Before publication of the final rule in October 1997, section 4505

of the BBA 1997 delayed initial implementation of resource-based

practice expense RVUs until 1999. It also required that we do the

following:

Use, to the maximum extent practicable, generally accepted

cost accounting principles that recognize all staff, equipment,

supplies, and expenses, not solely those that can be linked to specific

procedures.

Consult with organizations representing physicians

regarding methodology and data to be used.

Develop a refinement method to be used during the

transition.

Consider impact projections that compare new proposed

payment amounts to data on actual physician practice expenses.

4. Originally Proposed Methodology for Developing Resource-Based

Practice Expense Relative Value Units

To implement the October 1994 legislation, we published a proposed

rule on June 18, 1997 (62 FR 33158). In the proposed rule, we

established a framework in which practice expenses were divided into

direct and indirect costs. Direct costs are those costs that can be

directly attributed to providing a service, such as the cost of a

nurse's time (salary), medical supplies and equipment, administrative

costs of billing, record maintenance, and the scheduling of office

patients. Direct costs also include the physician's costs of office

staff time for scheduling appointments and billing and collection

activities associated with a medical procedure furnished in a hospital.

Indirect costs cannot be directly attributed to a specific service, and

include costs such as rent, utilities, office equipment and supplies,

and accounting and legal fees. The allocation of indirect costs to

specific products or services is a classic accounting problem. The

indirect costs are difficult to relate directly to a specific service

because they are incurred by the practice as a whole.

The June 1997 proposed rule (62 FR 33172) described the following

methodology for calculating the proposed direct practice expense RVUs.

We calculated the total pool of practice expense RVUs for

1995 and divided it into direct and indirect practice expense pools

using the American Medical Association's (AMA's) Socioeconomic

Monitoring System (SMS) survey data and our 1995 national claims

history data. The national distribution of direct and indirect practice

expense RVUs was 55 percent direct practice expense RVUs and 45 percent

indirect practice expense RVUs.

The underpinning for the proposed direct components of the

practice expense RVUs was the data reported by the Clinical Practice

Expert Panels (CPEPs) for clinical and administrative labor, medical

supplies, and medical equipment inputs. There were 15 CPEPs,

corresponding to the major medical specialties, which were made up of

nominees from all major specialty societies. (A description of the

CPEPs is contained in the June 1997 proposed rule (62 FR 33161).) (See

Addendum A for a detailed description of the CPEP process.)

These data were edited to apply Medicare payment policy

rules to ensure that the reported data were consistent with our

national hospital and physician payment policies. The primary

adjustment was the removal of direct inputs recorded for clinical labor

staff, medical equipment, and medical supplies furnished to hospital

patients. Other adjustments were made for the professional component of

a service, the technical component of a service, and the combined

service, for codes that have an indicator of ZZZ under the physician

fee schedule, and for certain allergy and immunotherapy codes performed

on a per-test, per-dose, or per-vial basis.

We believed that the relative relationships of the staff

time estimates within the individual CPEPs were generally correct but

that the absolute time estimates needed normalization. We placed the

codes from the different CPEPs on the same scale using a normalization

process that we call ``linking.'' Specifically, linking shifted an

entire CPEP's data relative to other CPEPs' data, based on the

relationship of the values assigned across panels for codes that had

been assigned to multiple CPEPs. We separately linked clinical and

administrative labor costs. Statistically, the linking was done using

regression methods.

[[Page 30822]]

After the data were edited and linked, our physicians and

clinical staff analyzed the direct practice expense RVUs to determine

if there were unexplainable variations in the underlying CPEP data.

This review resulted in the application of two general reasonableness

rules. First, a decision was made to cap the administrative time of

several categories of service (services without a global period and

procedures subject to global periods with zero follow-up days) at the

administrative time assigned to CPT code 99213 (midlevel office

visits). Second, we decided to cap the nonphysician clinical staff time

at 1.5 times the physician time, in minutes, for performing the

procedure. Additional more specific rules were applied to certain

supplies and supply costs and for certain codes, such as psychotherapy,

physical therapy, chemotherapy, and nerve block codes.

The aggregate percentage shares across all specialties of

labor and medical supplies and equipment from the CPEP data were scaled

to the percentage shares of these categories from the AMA's SMS survey

data. The CPEP expenses for labor, medical supplies, and medical

equipment were adjusted by scaling factors of 1.21, 1.06, and 0.39

respectively.

The direct practice expense dollar amounts were converted

into direct practice expense RVUs. An adjustment factor of 0.65 was

used to convert the aggregate direct practice expense dollars to the

available Medicare direct practice expense dollars.

Aggregate indirect practice expense RVUs were allocated to

individual codes based on the code-specific sum of the direct practice

expense, the malpractice expense, and the physician work RVU.

The direct and the indirect practice expense RVUs per code

were combined to produce a single practice expense RVU per code.

Other practice expense proposals in the June 1997 proposed rule (62

FR 33160) included:

Replacement of the current site-of-service differential

policy that systematically reduces the practice expense RVUs by 50

percent for certain procedures with a policy that would generally

identify two different levels (office or nonoffice) of practice expense

RVUs for each procedure code depending on the site of service.

Elimination of the current policy that allows additional

practice expense RVUs for supplies that are used incident to a

physician service but were not the type of routine supplies included in

the current practice expense RVUs for specific services. These supplies

were included in the CPEP data for the specific procedure code.

Reduction of the practice expenses for multiple

nonsurgical services performed at the same time as an evaluation and

management service.

The June 1997 proposed rule provided for a 60-day comment period

ending on August 18, 1997.

5. Balanced Budget Act of 1997 Provisions Pertaining to Resource-Based

Practice Expense Relative Value Units

On August 5, 1997, the President signed into law the Balanced

Budget Act of 1997 (BBA 1997). Section 4505(a) of BBA 1997 delayed the

effective date of the resource-based practice expense RVU system until

January 1, 1999. In addition, BBA 1997 provided for the following

revisions in the requirements to change from a charge-based practice

expense RVU system to a resource-based method.

Instead of paying for all services entirely under a resource-based

system in 1999, section 4505(b) of BBA 1997 provided for a 4-year

transition period. The practice expense RVUs for the year 1999 will be

the product of 75 percent of the previous year's RVUs (1998) and 25

percent of the resource-based RVUs. For the year 2000, the percentages

will be 50 percent charge-based and 50 percent resource-based. For the

year 2001, the percentages will be 25 percent charge-based and 75

percent resource-based. For subsequent years, the RVUs will be totally

resource-based.

Section 4505(c) of BBA 1997 required the Comptroller General to

review and evaluate our proposed rule and report to the Congress by

February 1998. The review was required to include an analysis of (1)

the adequacy of the data used in preparing the rule, (2) categories of

allowable costs, (3) methods for allocating direct and indirect

expenses, (4) the potential impact of the rule on beneficiary access to

services, and (5) any other matters related to the appropriateness of

resource-based methodology for practice expenses. The Comptroller

General was also to consult with representatives of physician

organizations with respect to matters of both data and methodology.

Section 4505(e) of BBA 1997 provided that, for 1998, the practice

expense RVUs be adjusted for certain services in anticipation of the

implementation of resource-based practice expenses beginning in 1999.

Practice expense RVUs for office visits were increased. For other

services whose practice expense RVUs (determined for 1998) exceeded 110

percent of the work RVUs and which were provided less than 75 percent

of the time in an office setting, the 1998 practice expense RVUs were

reduced to a number equal to 110 percent of the work RVUs. This

limitation did not apply to services that had a proposed resource-based

practice expense RVU in the June 1997 proposed rule that was an

increase from its 1997 practice expense RVU. The total of the

reductions was less than the statutory maximum of $390 million. The

procedure codes affected and the final RVUs for 1998 were published in

the October 31, 1997 final rule (62 FR 59103).

Section 4505(d)(2) of BBA 1997 required that the Secretary transmit

a report to the Congress by March 1, 1998, including a presentation of

data to be used in developing the practice expense RVUs and an

explanation of the methodology. A report was submitted to the Congress

in early March 1998. Section 4505(d)(3) requires that a proposed rule

be published by May 1, 1998, with a 90-day comment period. For the

transition to begin on January 1, 1999, a final rule must be published

by October 31, 1998.

BBA 1997 also required that we develop new resource-based practice

expense RVUs. In developing these new practice expense RVUs, section

4505(d)(1) required us to: (1) Utilize, to the maximum extent

practicable, generally accepted accounting principles that recognize

all staff, equipment, supplies, and expenses, not just those that can

be tied to specific procedures, and use actual data on equipment

utilization and other key assumptions; (2) consult with organizations

representing physicians regarding the methodology and data to be used;

and (3) develop a refinement process to be used during each of the 4

years of the transition period.

6. HCFA Response to BBA 1997 Requirements

BBA 1997 required us to develop new resource-based RVUs and to

consult with physician organizations regarding methodology and data. To

meet the BBA 1997 requirements and to promote input as we developed new

RVUs, we have sought and will continue to encourage maximum input from

those affected by this initiative. The following is a summary of

activities we have undertaken.

Validation Panel Meetings.

We hosted 17 medical specialty panels that were charged with

validating the CPEP direct cost data for the high-volume CPT codes for

each specialty. All the major medical specialty societies were

represented, including nonphysician organizations.

[[Page 30823]]

Each panel, consisting of about 12 to 15 members, was made up of the

appropriate specialists, two general surgeons, two primary care

physicians, and two Medicare carrier medical directors. The panel

members reviewed and, if they believed necessary, revised the clinical

and administrative times and the supplies and equipment involved for

each code. Consensus within panels was reached on about 200 codes.

Cross Specialty Panel.

Although the October validation panels were able to reach consensus

on many high-volume procedures within specific specialties, we were

concerned that there was not a uniform or consistent scale applied to

labor inputs across specialties. Therefore, in December, we convened a

multiple specialty panel of 37 panelists, including physicians,

nonphysicians, and administrators nominated by the specialty societies.

We expected the panel to help us achieve consistency across panels

on resource inputs, such as insurance billing and transcription times,

and to standardize the clinical staff types for similar classes of

services, whether they be registered nurses, medical assistants,

licensed practical nurses, or a mix of these staff types. The results

of the cross specialty panel were generally unsuccessful. While the

panel did provide the arena for panelists to furnish explanations of

times for activities that we believed to be excessive, the panelists

were generally reluctant to make any major modifications in the times

or staff they had assigned to their own services. The panelists could

not agree to any rules that would aid us in standardizing the data.

The panelists did recommend that we explore an option that treats

billing and insurance activities as indirect costs. Many panelists also

suggested that we proceed cautiously and try to minimize the magnitude

of redistribution.

Indirect Cost Symposium.

We convened a meeting on November 21, 1997 on indirect practice

expenses to provide a forum for participants to discuss their preferred

methodology for allocating indirect costs. We asked those organizations

that commented on our proposed indirect cost methodology to make a

formal presentation of their views. All major medical specialty groups

were invited to attend and join in the discussion.

Some groups endorsed the methodology we proposed in the June 1997

proposed rule (62 FR 33172) with some modifications. One modification

recommended was to eliminate malpractice RVUs as a factor in allocating

indirect costs. It was noted, even by some advocates for other

allocation methods, that our proposed methodology embodied traditional

accounting methods for allocating indirect costs.

Only two major alternatives to our proposed methodology were

presented. The first, the Activity Based Costing (ABC) method, was

described as a cutting edge approach to determining the cost of

individual products (CPT codes). Under the ABC method, the total costs

of a practice are collected and assigned to discrete processes or

activities. These costs are then assigned to products to which they are

related.

The ABC method was developed for industries in which direct labor

(the traditional cost accounting method for allocating indirect costs)

is not the dominant factor in the production of the good or service.

This method is in the early developmental stages in medical practice

use.

The second alternative methodology presented was the physician work

RVU method of allocating indirect practice expenses. This method would

allocate indirect costs using only the physician work RVUs. However,

there did not appear to be much support for this methodology at the

meeting. It would, for example, penalize physician practices that have

proportionately higher equipment costs.

October 31, 1997 Notice with Comment Period

To inform all interested parties of our plans to issue a

new proposed rule and to request additional data from the medical

community to assist us in meeting BBA 1997 requirements, on October 31,

1997, we published a notice (62 FR 59267).

In that notice, we requested that physicians, physician

organizations, or others provide us with the following information:

Generally accepted cost accounting principles--We

specifically requested information on the following: (1) Aspects of the

cost accounting methodology used in the June 1997 proposed rule that

were not consistent with the statutory guidance; and (2) complete

copies of studies of resource-based practice expense RVUs, including

any underlying surveys supporting these studies, performed by

physicians or physician groups or their contractors or consultants,

including pertinent details about the survey.

Equipment utilization--We specifically requested complete

copies of any studies or other data showing the actual utilization of

equipment by physician practices, including pertinent details about the

survey, such as response rates, sampling design, methodology,

directions, and definitions.

Other assumptions--We specifically requested information

regarding the useful life of equipment, the amount and percentage of

direct practice costs versus the amount and percentage of indirect

costs by specialty, and practice expense values for sites for which

values were not proposed in the June 1997 proposed rule (62 FR 33158).

Use of physician-employed staff in hospitals and other

facility settings--We specifically requested comments and information

about the extent to which a physician employee, such as a registered

nurse, accompanies the physician to the hospital, ambulatory surgical

center, or other facilities to provide services, such as acting as an

assistant at surgery or serving as a scrub nurse. We asked for names of

specific facilities so that we might contact them in order to more

fully understand the nature of the relationships.

Refinement process--We requested comments on how this

refinement process would operate including assigning practice expense

RVUs to new codes, who would be involved in the refinement process, and

how all of the users of the physician fee schedule would have access to

the process.

Review of New Methodology by KPMG Peat Marwick LLP--Under

contract #500-97-0402, we requested that KPMG Peat Marwick LLP review

the practice expense per hour methodology. They concluded that the

methodology follows reasonable cost accounting principles. They made

this determination based on an examination of the available data

sources and a consideration of the cost and feasibility of acquiring

additional nationally representative data. As a future consideration,

they recommended sample validation of our cost allocation bases.

7. Summary of General Input From the Medical Community and Comments

From the October 1997 Notice With Comment Period

Some physicians, such as primary care physicians, expressed

satisfaction that the proposed methodology was generally sound. In

addition, the AMA was supportive of our panel process for direct

expenses and offered many helpful comments. However, many surgeons and

medical specialties argued that we should discard our current practice

expense data, and develop payments that reflect their ``actual costs.''

[[Page 30824]]

Both in written comments and in our meetings with the medical

community, we received much feedback on our methodology for indirect

practice expense. However, there was no consensus regarding methods for

allocating indirect costs to individual procedure codes.

In addition, we received 56 specific comments from individuals,

major organizations, and physician specialty groups on our October 1997

notice. The comments are summarized by the following categories:

Generally Accepted Accounting Principles.

Some of the groups expected to experience an increase in payment

under the June 1997 proposed rule thought our approach satisfied the

current statutory mandate that we utilize generally accepted accounting

principles (GAAP). Those physician groups that expected to experience a

decrease in payments based on the methodology described in the June

1997 proposed rule said the approach in the proposed rule was

inconsistent with GAAP. They argued that GAAP requires us to use actual

practice expense data and said the data from the CPEPs and validation

panels were based on erroneous assumptions, or were unverified

approximations. At least five commenters supported using the activity-

based accounting approach.

Equipment utilization.

Some groups furnished equipment-specific utilization levels for a

few services. Generally, the equipment and utilization levels were not

based on representative surveys of physicians performing the service.

Some suggestions were as follows:

------------------------------------------------------------------------

Percent

------------------------------------------------------------------------

Electroencephalography equipment........... 26

Electromyography........................... 36.5

Nerve Conduction Velocity.................. 36.5

Cystoscope................................. 5

Loop electrode excision procedure.......... 1

Colposcope................................. 1.6

YAG laser.................................. 12

ARGON laser................................ 5 to 6.4

Fundus camera.............................. 31.3

Spirometry and Ancillary Equipment......... 10 to 17

Bronchoscopy............................... 5 to 10

------------------------------------------------------------------------

Useful Life.

We did not receive specific comments on suggested useful lives for

specific medical equipment, which is an important factor in estimating

equipment costs.

Direct and Indirect Costs.

Some commenters pointed out that not all clinical labor can be

classified as direct costs. Tasks such as ordering supplies and

attending meetings or continuing education classes should be captured

as indirect costs. Some groups, including one primary care group, said

that billing costs should be an indirect expense, while others

supported maintaining them as direct costs. Many groups supported an

allocation process in which indirect costs are assigned based on a

specialty's specific indirect cost percentage. Only one group

specifically objected to this approach. Some physician groups provided

specific direct and indirect cost ratios based on limited surveys of

their membership.

Employed Staff.

According to an American Hospital Association survey, 63 percent of

respondents (from 573 hospitals) believed that a physician brought

staff to the hospital during the last 6 months of 1996. Of these

respondents, 82 percent said this was not a regular practice.

Therefore, the American Hospital Association commented it is not a

typical practice in the United States for physicians to bring their own

staff to a hospital.

Five surgical specialties and subspecialties--neurosurgery,

ophthalmology, general thoracic surgery, congenital thoracic surgery,

and adult cardiac surgery--indicated that at least 50 percent of

practices use employed clinical staff in nonoffice settings. General

surgery indicated that 31 percent of general surgery practices pay for

clinical staff working in nonoffice settings. The Society of Thoracic

Surgeons stated that they do not have data on the number of clinical

nurses who work with thoracic surgeons in hospitals. However, they

stated that a survey of physician assistants shows that 72 percent of

physician assistants employed in cardiovascular surgery were employed

by solo or group physician practices.

According to the American Academy of Ophthalmology, 51 percent of

ophthalmologists bring equipment, such as keratomes, diamond knives,

cataract trays, and muscle trays to furnish services to hospital

patients.

Refinement.

Most commenters support using the AMA's Specialty Society Relative

Value Update Committee's (RUC's) process to refine the practice expense

RVUs. (Currently the RUC recommends refinement of the physician work

RVUs.) Of these commenters, many recommended that the process include

nurses and practice managers, that there be established rules and

procedures for data collection, survey design, and response rates, and

that the process allows participation by subspecialties, such as

transplant surgeons and pediatric surgeons. One commenter suggested a

process using the AMA, Medical Group Management Association (MGMA), and

HCFA. Some commenters suggested using a RUC process only for new codes.

Transition.

Several commenters stated that the base year for the transition

should be the 1997 practice expense RVUs and not the 1998 practice

expense RVUs. They suggested that the 1998 adjustment required by BBA

1997 is not intended to be included in the base for purposes of the

practice expense transition. Some commenters recommended that we

explore using ceilings and floors during the transition period or use

caution so as to limit the amount of the redistribution.

Site-of-Service Differential.

Commenters from the American Academy of Orthopaedic Surgeons stated

that we need office practice expense RVUs for musculoskeletal system

surgery codes 25000, 25031, 26040, 26060, 26608, 29815 through 29848,

and 29870 through 29898. Some commenters believe we should develop

practice expense RVUs for all procedures at all sites and permit office

endoscopy only under very limited and clearly defined standards.

Data Quality.

The American College of Surgeons stated that the CPEP data are

based on erroneous assumptions, educated guesses, and unverified

approximations. They stated that the data from panels are unreliable

for the administrative times for chiropractic manipulation, level 3

office visits, inpatient consultations, balloon angioplasty, and

clinical times for allergy skin testing.

Validation.

The AMA stated that we should use AMA and MGMA data on full time

equivalent staff for each physician to assess how well various

methodological options account for total labor costs. The American

College of Physicians suggested we complete an impact analysis that

compares proposed practice expense payments to actual practice expenses

on a specialty by specialty basis, as well as sponsoring a study

requiring on-site visits to practices.

8. Issues Considered in Developing New Practice Expense RVUs

We faced the following major issues as we decided whether and how

to modify our original proposal for physician practice expense RVUs.

These issues arose from many sources: from concerns about the CPEP data

and our

[[Page 30825]]

original proposed methodology, from the requirements of BBA 1997, from

the findings and recommendations in the General Accounting Office's

Report to the Congress on physician practice expense, and from input we

received from the medical community.

Purpose.

Our original practice expense proposal was based on the 1994

legislation, which stated that the new practice expense methodology

must consider the staff, equipment, and supplies used in the provision

of various medical and surgical services in various settings. We

interpreted this to mean that Medicare payments for each service should

be based on the relative resources typically and reasonably involved

with performing the service. We believed we could best calculate these

resources by achieving clinical consensus on the actual inputs it would

typically take to perform a given service. However, surgeons and some

other specialties contended that the purpose of a resource-based

practice expense system should be to reimburse them based on their

total current expenditures for practice costs. Because the higher paid

specialties have more to spend on their practices as a result of

historic charging practices and insurance coverage, there is a concern

that adopting such a methodology would not achieve the desired equity.

The argument made by some outside groups is that physicians have been

increasingly forced to be more efficient and, as a result, differences

in practice expenses among specialties reflect ``real'' costs that

should then be reflected in the new practice expense RVUs.

With the passage of BBA in August 1997, the statute now requires us

to ``utilize, to the maximum extent practicable, generally accepted

cost accounting principles which recognize all staff, equipment,

supplies, and expenses, not just those which can be tied to specific

procedures. * * *'' Therefore, in developing and analyzing any new

alternative methods for computing practice expense RVUs, we have

evaluated how well each option recognizes all practice expense costs.

``Bottom-up'' versus ``Top-down'' Methodology.

In line with our original stated purpose and the 1994 legislation,

our practice expense methodology published in the June 1997 proposed

rule (62 FR 33172) used a ``bottom-up'' approach, which obtained expert

panel estimates of actual inputs--staff times, supplies, and

equipment--for each procedure and then used these estimates to build up

to the direct practice expense RVUs. Some groups complained that some

of the published relative values were too low and favored using studies

that actually measured the inputs onsite. Unfortunately, if any

reliable data exist at all, they are only for a few scattered

specialties, and it certainly is not practical for us to undertake such

a task (Medicare pays physicians for over 7,000 services). We

understand that even the few specialties that have attempted surveys

have had limited success obtaining complete practice expense data from

even limited selected practices.

Many of the specialty societies favored a ``top-down'' methodology,

which would start our calculations with their total current

expenditures and then allocate these costs down to the procedure level

by some method. Several groups supported using an Activity Based

Costing (ABC) methodology for calculating practice expenses. The

proponents of ABC maintain that it produces more accurate costs because

it measures the costs of processes (for example, servicing patients,

scheduling, and billing) as opposed to traditional costing systems,

which measure resources (for example, salaries and rent). However, ABC

is only in the experimental stages in medical practice use, and many

difficult questions about its utility in medical practices have not

been resolved, for example, its assumption that all medical practices

operate in the same manner. ABC still requires subjective estimations,

or some other algorithm, to allocate costs from ``processes'' to

individual CPT codes.

Available Data Sources.

Much of the debate about what would constitute the most accurate

practice expense methodology cannot be resolved in the short run. There

is no consensus about the best way to determine the most accurate

practice expense methodology. Furthermore, there are only limited data

sources available. CPEP data, along with the modifications made by our

subsequent panels, are the only source of estimates at the CPT code

level of resource inputs needed to provide each service. AMA's SMS

survey data are from a national survey of randomly selected self-

employed physicians that collects information on practice expense on an

aggregate level, and can be used to determine overall differences in

expenditures among specialties.

The only other relevant data sources of which we are presently

aware are a few other surveys of practice expense, such as those

performed by the MGMA, Medical Economics, and the American College of

Surgeons. Because of selective sampling and low response rates of these

three surveys, these data are not representative of the population of

physicians and cannot be used to derive code-specific RVUs, though the

data might prove useful in validating general impacts.

Specialty-Specific Differences.

Our June 1997 proposed rule did not explicitly recognize specialty-

specific differences. Differences across specialties were only

reflected implicitly to the extent that more indirect RVUs would be

allocated to those procedures with the greatest physician work and

direct costs. Under our June 1997 proposed approach, we allocated

indirect relative values based on the typical use of resources, that

is, the direct practice expense RVUs, the physician work RVUs, and the

malpractice RVUs per code.

The specialty groups, along with the AMA and even some primary care

groups, were almost unanimous in their view that we should use an

approach that explicitly recognizes specialty-specific differences in

the indirect cost of practice. It was pointed out, as an example, that

some specialties such as radiology or ophthalmology would have much

higher indirect equipment costs than other specialties. The specialty

groups believed that not recognizing such specialty differences would

be inherently unfair to some specialties. The AMA staff suggested that

we use their survey data to calculate the specialty-specific indirect

costs.

In developing our options for a new practice expense methodology,

we, therefore, needed to decide whether we would maintain specialty-

neutral methods, use specialty differentials to help allocate only

indirect RVUs, or use specialty-specific data to establish the total

redistributive pools for each specialty.

Administrative Costs.

Another decision we had to make as we developed new practice

expense RVUs was how a new proposal would treat administrative costs.

The June 1997 proposed rule (62 FR 33167) methodology treated

administrative labor cost as a direct expense, and the administrative

cost RVUs were derived from the CPEP data. On first reviewing the raw

CPEP inputs for administrative staff times, it appeared that there were

some problems with the data. First, some of the suggested

administrative staff times appeared excessively high, particularly for

the billing staff. Second, there was variation in staff times for the

same CPT code between the different panels. In the June 1997 proposed

rule (62 FR 33166), we dealt with these problems through our linking

[[Page 30826]]

methodology and by capping administrative times. Both of these methods

were strongly opposed by many specialty groups, largely because our

adjustments had dramatic effects on the raw data. For example, the

linking coefficient for thoracic surgery reduced their administrative

inputs by 76 percent. There were also comments claiming that many

administrative duties are of a general nature that cannot be fully

captured on a code-specific basis.

As a result of these concerns, many outside groups have suggested

that we treat administrative cost as an indirect practice expense. The

advantages of adopting this suggestion would be that we could get

around the mentioned data discrepancies, avoid the controversial use of

linking for administrative labor, and be more certain that we had

captured all administrative costs. The main disadvantage would be that

it would greatly increase the percentage of RVUs that would have to be

allocated by a formula.

Clinical Costs.

Although the problems were on a lesser scale, we observed many of

the same difficulties with the raw CPEP inputs for clinical costs as

there were for the administrative costs discussed above. There was some

lack of standardization of clinical staff types between the CPEP

panels, and some staff times appeared excessive. In the June 1997

proposed rule, these problems were addressed by linking and by capping

the clinical times; both of these methods caused considerable

controversy in the medical community. We had hoped that the validation

and cross-specialty panels would have resolved the inconsistencies

across specialties, but they were unable to accomplish this task. It

was clear, therefore, that any new proposal would still have to address

a method of standardizing the data between the various specialty

panels.

The General Accounting Office (GAO) Report to Congress on

Physician Practice Expense.

As already mentioned, BBA 1997 required the GAO to review and

evaluate our June 1997 proposed rule on a resource-based methodology

for practice expenses. This report was issued in February 1998 and

concluded that both our use of expert panels to develop direct cost

estimates and our original allocation methodology for indirect costs

were acceptable options. However, the GAO raised questions about the

validity of some specifics of the linking regression model and about

the appropriateness of capping administrative and clinical labor time

estimates. In addition, the report suggested that using specialty-

specific indirect expense ratios, based on the SMS survey data, would

be more clearly consistent with BBA 1997. Also, the report recommended

that we consider classifying administrative labor costs as indirect

expenses. (See section 18 for a more detailed discussion of the

report's recommendations.)

9. Alternative Practice Expense Methodologies Considered

We carefully considered two alternative approaches to developing

new practice expense RVUs: the first maintained the ``bottom-up''

methodology of our original proposal, while the second adopted a ``top-

down'' methodology.

``Bottom-up'' Option.

We regard our original ``bottom-up'' proposal as a viable method of

developing practice expense RVUs. It clearly fulfilled the requirement

of the Social Security Amendments of 1994, which states that practice

expense relative values should be based on the relative practice

expense resources involved in furnishing the service. Both the GAO and

the Physician Payment Review Commission, as well as many researchers in

the field, supported our use of expert panels to estimate direct

practice expenses. Therefore, we developed a method that was similar to

our original proposal.

Like our proposal in the June 1997 proposed rule, this option based

its calculation for all direct inputs on the data reported by the

CPEPs. As before, both clinical and administrative labor were linked,

and all direct cost estimates were scaled as in the original proposed

rule. However, in a significant departure from our original proposal,

the caps on clinical and administrative staff times were eliminated.

For indirect costs, this option continued not to recognize a specialty-

specific method of cost allocation to specific procedures. It did,

however, have a different indirect allocation formula from our original

proposal; under this option, 50 percent would be allocated on the basis

of direct costs and 50 percent on the basis of physician time. Of the

latter 50 percent, physician time in the office would get a weight 50

percent higher than physician time out of the office. If there was no

physician involvement, as is the case with technical component

services, the maximum clinical staff time would be used.

The ``Top-Down'' Option.

This option is a departure from our original proposal and is an

effort to balance the requirements of the 1994 Social Security

Amendments with the 1997 BBA requirements. It uses the two significant

sources of actual practice expense data we have available: the CPEP

data and the AMA's SMS survey data. It allocates current aggregate

specialty practice costs to specific procedures and, thus, can be seen

as a ``top-down'' approach.

This option is based on an assumption that current aggregate

specialty practice costs are a reasonable way to establish initial

estimates of relative resource costs of physician services across

specialties. The specialty practice cost data are derived from the

AMA's SMS survey data on actual practice expenses. The survey data are

used to calculate the practice expenses generated for every hour worked

by a physician. The average practice expense per hour for the

physicians in a given specialty is then multiplied by the total number

of physician hours worked by that specialty as reflected in the

Medicare claims data. This determines the total pool of practice

expense payments for that specialty. We then allocated this pool to the

procedures performed by that specialty using the CPEP data (excluding

the administrative staff time associated with specific procedures) and

the physician work RVUs. We calculated a weighted average of the

practice expense payments for procedures performed by more than one

specialty.

After much analysis and discussion, we have decided to propose the

``top-down'' methodology. We believe the ``top-down'' methodology is

more responsive than the ``bottom-up'' approach to both BBA 1997

requirements and to many of the concerns of the medical community. By

using aggregate specialty practice costs as the basis for establishing

the practice expense pools, we are recognizing all of a specialty's

costs, not just those linked with a specific procedure. By basing the

redistributions of the practice expense system on physician-reported

actual practice expense data, by using a specialty-specific allocation

method, and by treating administrative costs as an indirect expense, we

avoid many of the criticisms leveled at our original proposal.

We also believe this option is responsive to the short-term

recommendations in the GAO Report to Congress on physician practice

expense payments relating to the June 1997 proposed rule's limits on

clinical and administrative staff time and possible changes in the

linking algorithm. Our recommended methodology would make these

recommendations moot by eliminating the limits and linking algorithm

that were part of our previous

[[Page 30827]]

proposal. Finally, based on our experiences with the validation panels

we held in October and December 1997, we believe the ``top-down''

approach will be less difficult to refine.

10. Description of the Proposed Methodology for Developing Practice

Expense Relative Value Units

(See Addendum B for a detailed technical description of the proposed

methodology.)

a. Overview. We used actual practice expense data by specialty to

create six cost pools (administrative labor, clinical labor, medical

supplies, medical equipment, office supplies, and all other). We then

allocated these cost pools to individual procedure codes. An overview

of this approach is presented in Exhibit 1.

Exhibit 1. Overall Allocation Approach

[GRAPHIC] [TIFF OMITTED] TP05JN98.019

b. Data Sources. We used the 1995 through 1997 AMA's SMS survey

data to develop the cost pools and the CPEP data to allocate these cost

pools to procedure codes.

The AMA originally developed the SMS in 1981. It covers a broad

range of economic and practice characteristics. The annual SMS survey

is designed to provide representative information on the population of

all non-federal physicians who spend the greatest proportion of their

time in patient care activities. The survey is sent to both office and

hospital-based physicians, but excludes residents. The recipients of

the survey are randomly selected from the AMA's physician master file,

which contains current and historical information on every physician in

the United States, including nonmembers of the AMA.

The SMS survey consists of three distinct sections:

Screening questions to verify the physician's self-

designated practice specialty and eligibility for the survey.

A main questionnaire to collect information on practice

characteristics, hours worked, volume of services, fees for selected

procedures, income, and expenses.

Special topic questions to provide information on key

socioeconomic issues.

The SMS survey is a computer-assisted telephone survey that checks

the consistency of responses during the survey and automatically skips

questions that are not relevant to the physician. To prepare the

physician, the AMA mails a practice expense summary in advance. The

physician may designate a proxy such as a practice manager or an

accountant to answer the practice expense questions. The AMA makes

vigorous efforts to achieve a high response rate despite the short

field period of surveys. Each interviewer's work is monitored by

supervisory staff for both production and quality. AMA staff also

monitors interviews to ensure that a high level of quality is

maintained throughout the survey.

The CPEP data were collected from panels of physicians, practice

administrators, and nonphysicians (for example, registered nurses) who

were nominated by physician specialty societies and other groups. There

were 15 CPEPs consisting of 180 members from more than 61 specialties

and subspecialties. Approximately 50 percent of the panelists were

physicians. The CPEPs identified the direct inputs involved in each

physician service for procedure codes in an office setting and out-of-

office setting. (See Addendum A for a detailed description of the CPEP

process.)

c. Practice Expense Cost Pools. We created practice expense cost

pools by physician specialty for clinical labor, administrative labor,

medical supplies, medical equipment, office supplies, and all other

expenses. There are three steps in the creation of the cost pools.

Step 1: Use the AMA's SMS survey data of actual cost data, by

physician specialty, for 1995 through 1997 to determine practice

expenses per hour by cost category.

Step 2: Determine the total number of physician hours, by

specialty, spent treating Medicare patients as reflected in the

Medicare claims data.

Step 3: Calculate the practice expense pools by specialty and by

cost category using the results from step 1 and step 2.

A short description of each step follows.

Step 1: Determine practice expenses per hour by cost category.

Based on the AMA's SMS survey data for each physician respondent,

we calculated practice expenses per hour spent in patient care

activities by cost pool. We made the following assumptions in this

calculation:

The physician respondent shares practice expense equally

with all other physician owners in the practice.

The physician respondent works the same number of hours as

all other physician owners in the practice.

For any employee physician in the practice, the hours

spent in patient care activities are the average hours spent in patient

care activities for employee physicians in the specialty of the

physician respondent.

Using the above assumptions, the practice expenses per hour for

each physician respondent's practice was calculated as the practice

expenses for the practice divided by the total number

[[Page 30828]]

of hours spent in patient care activities by the physicians in the

practice. The practice expenses per hour for the specialty are an

average of the practice expenses per hour for the respondent physicians

in that specialty.

Step 2: Determine the number of physician hours spent treating

Medicare patients.

For each specialty, the total number of physician hours spent

treating Medicare patients was calculated from physician time data for

each procedure code and the Medicare claims data. The primary sources

for the physician time data are surveys submitted to the AMA's RUC and

surveys done by Harvard for the initial establishment of the work RVUs.

Step 3: Determine the practice expense pools by specialty and by

cost category.

The practice expense cost pools for clinical labor, administrative

labor, medical supplies, medical equipment, office expenses, and all

other expenses are determined by multiplying the practice expenses per

hour for these categories (calculated in step 1) by the total physician

hours (calculated in step 2).

d. Cost Allocation Methodology

We allocated by specialty each practice expense cost pool to

individual procedure codes either using the CPEP data for clinical

labor, medical supplies, and medical equipment, or using a combination

of the CPEP data for clinical labor, medical supplies, and medical

equipment and the physician fee schedule work RVUs.

Exhibit 2 depicts our cost allocation methodology. For each

specialty, the six cost pools and their respective cost allocation

bases are used to determine costs for each procedure code.

Exhibit 2. Cost Allocation Methodology

[GRAPHIC] [TIFF OMITTED] TP05JN98.020

Step 4: Allocate the practice expense pools by specialty to

individual procedures.

For each specialty, we separated the six practice expense pools

(clinical labor, administrative labor, medical supplies, medical

equipment, office expenses, and all other expenses) created in Step 3

into two groups and used a different allocation basis for each group.

Group one includes clinical labor, medical supplies, and medical

equipment, and group two includes administrative labor, office

expenses, and all other expenses.

Group one: clinical labor, medical supplies, and medical equipment.

We used the CPEP data as the allocation basis for the group one

pools (clinical labor, medical supplies, and medical equipment). The

CPEP data for clinical labor were used to allocate the clinical labor

cost pool, the CPEP data for medical supplies were used to allocate the

medical supplies cost pool, and the CPEP data for medical equipment

were used to allocate the medical equipment cost pool.

Group two: administrative, labor, office expenses, and other

expenses.

For the allocation of administrative labor, office expenses, and

other expenses, a combination of the group one cost allocations and the

physician fee schedule work RVUs was used to allocate the cost pools.

Step 5: Weight average allocations for procedures performed by more

than one specialty.

For procedures performed by more than one specialty, the final

procedure code allocation was a weighted average of allocations for the

specialties that perform the procedure, with the weights being the

frequency with which each specialty performs the procedure on Medicare

patients.

11. Comments of the American Medical Association Regarding the Use of

the Socioeconomic Monitoring System Survey Data to Construct Practice

Expense Relative Value Units

At our request, the AMA sent two tables summarizing practice

expense information by physician specialty. Additionally, the AMA

supplied us with SMS background information and comments regarding its

use to construct resource-based practice expense RVUs.

The following are the AMA's comments as well as two tables derived

from the SMS data:

The SMS survey is an annual nationally representative survey of

physicians drawn randomly from the AMA's Physician Masterfile (a

listing of all member and nonmember physicians in the United

States). The survey was conducted by an external contractor--the

Rand Corporation was the survey contractor for the 1995 through 1997

SMS surveys. Unit response rates to SMS have been roughly 60 percent

in recent years, which is as high or higher than comparable

physician surveys. It is a computer-assisted telephone survey which

allows checks to be made for the consistency of responses during the

survey and to automatically skip questions that are not relevant to

particular physicians. On the practice expense questions, special

effort is made to obtain accurate information. A practice expense

summary is mailed to all physicians that are to be surveyed to allow

them to obtain the information before being contacted. The physician

may designate a proxy such as a

[[Page 30829]]

practice manager or accountant to answer the practice expense

questions if they do not have the information.

However, it is important to stress that the SMS data were never

collected for the purpose of developing relative values. We feel

that there are several potential problems with using SMS data to

construct practice expense RVUs. These concerns were first raised in

a letter from the AMA to HCFA in November 1996. In particular, we

are concerned that:

--Sample sizes for some specialties will be too small to permit

separate calculation of expense data from SMS. Even among the larger

specialties, the inherent variability of the expense data will mean

that the average expense figures provided will be subject to

significant sampling error.

--Response rates for the expense items tend to be low relative to

other questions on the survey leading to potential non-response

bias.

--SMS is a physician-level survey, and physicians in groups are

asked for their share of expenses rather than the practice's

expenses. Practice-level data may provide a better basis for

constructing practice expense RVUs.

Despite these problems, we recognize your need to use the best

available information. The tables that you requested show the means

and standard errors of practice expenses per direct patient care

hour from the 1995 through 1997 SMS surveys. Since SMS collects

practice expense data for the prior year, these tables summarize SMS

respondents' hourly expenses for the years 1994 through 1996. Only

non-federal, non-resident, patient care physicians are surveyed on

SMS. In addition, only physicians who are full or part-owners of

their practices are asked the practice expense questions. The

following records were excluded prior to tabulating the data as you

requested:

--Physicians practicing fewer than 26 weeks the prior year

(including cases where weeks worked the previous year were missing);

--Cases with a missing response to the question on typical hours in

direct patient care per week (3 cases where the response to this

question was 168 hours were also excluded);

--Cases where any of the individual expense items (total non-

physician personnel expense; clerical non-physician personnel

expense; office expenses; medical supplies expenses; medical

equipment expenses; and other or miscellaneous practice expenses)

were missing; and

--Cases where total expenses (excluding professional liability

insurance premiums and employee physician payroll expense) were

zero.

Expenses per hour were calculated as you requested (and as

described in the notes to the tables). All results were weighted for

unit non-response. It will not be possible to replicate these

figures exactly from the AMA's Physician Marketplace Statistics or

Socioeconomic Characteristics of Medical Practice publications due,

in part, to the exclusions mentioned above.

[[Page 30830]]

Table 1.--Mean Practice Expenses Per Hour Spent in Patient Care Activities, Hours and Expenses Adjusted for Practice Size

[In dollars]

--------------------------------------------------------------------------------------------------------------------------------------------------------

Non-phys Clerical Office Supplies Equipment Other Total

Specialty Number of payroll per payroll per expense per expense per expense per expense per expense per

cases hour hour* hour hour hour hour hour**

--------------------------------------------------------------------------------------------------------------------------------------------------------

ALL PHYSICIANS.................................. 3910 27.0 15.0 19.1 7.2 3.2 11.0 67.5

GENERAL/FAMILY PRACTICE......................... 409 30.2 15.1 18.2 8.1 3.6 8.6 68.6

GENERAL INTERNAL MEDICINE....................... 430 22.4 13.3 17.0 6.4 2.1 6.2 54.2

CARDIOVASCULAR DISEASE.......................... 94 30.2 14.9 19.9 5.8 6.4 20.7 82.9

GASTROENTEROLOGY................................ 84 23.2 15.4 17.9 2.7 1.8 11.0 56.6

ALLERGY/IMMUNOLOGY.............................. 31 66.2 27.0 33.3 17.5 3.3 16.4 136.6

PULMONARY DISEASE............................... 49 20.0 12.2 15.0 2.8 1.6 6.4 45.8

ONCOLOGY........................................ 27 44.7 22.7 25.7 87.2 5.5 10.3 173.4

GENERAL SURGERY................................. 257 22.5 15.7 17.2 3.1 2.0 9.4 54.1

OTOLARYNGOLOGY.................................. 103 44.8 27.3 33.4 7.7 5.8 18.3 110.1

ORTHOPEDIC SURGERY.............................. 203 42.9 26.0 30.8 10.3 3.6 18.1 105.6

OPHTHALMOLOGY................................... 210 52.9 27.8 35.9 11.3 9.0 22.7 131.8

UROLOGICAL SURGERY.............................. 118 29.6 18.6 22.8 24.5 6.0 11.6 94.6

PLASTIC SURGERY................................. 85 28.6 18.3 30.2 16.3 4.6 23.3 103.0

NEUROLOGICAL SURGERY............................ 42 33.5 24.3 31.7 1.8 1.1 15.7 83.9

CARD/THOR/VASC SURGERY.......................... 44 30.1 16.2 18.3 1.4 3.1 11.0 63.8

PEDIATRICS...................................... 249 26.1 13.3 20.0 10.8 1.6 8.4 66.9

OBSTETRICS/GYNECOLOGY........................... 266 32.3 16.9 21.2 7.3 3.4 11.7 75.9

RADIOLOGY....................................... 214 19.0 9.6 12.5 4.8 8.3 13.6 58.2

PSYCHIATRY...................................... 351 7.3 5.3 10.1 0.4 0.3 7.5 25.6

ANESTHESIOLOGY.................................. 232 14.4 3.7 5.9 0.3 0.4 5.7 26.7

PATHOLOGY....................................... 82 16.7 8.4 6.7 4.0 1.6 17.7 46.7

DERMATOLOGY..................................... 96 49.5 26.7 33.1 12.5 4.8 15.2 115.0

EMERGENCY MEDICINE.............................. 61 5.3 1.9 1.6 0.5 0.1 5.5 13.0

NEUROLOGY....................................... 61 26.2 21.6 15.8 5.0 4.2 7.7 58.8

PHYS MED/RHEUMATOLOGY........................... 75 38.6 23.2 28.5 4.9 3.9 12.0 88.0

OTHER SPECIALTY................................. 37 21.1 12.4 19.7 3.6 1.3 9.7 55.4

--------------------------------------------------------------------------------------------------------------------------------------------------------

Source: American Medical Association, 1995-1997 Socioeconomic Monitoring System (SMS) surveys.

* Clerical payroll is included in total non-physician payroll.

** Total expenses exclude professional liability insurance premiums and employee physician payroll.

Notes:

(1) Only self-employed non-federal non-resident patient care physicians who responded to all relevant expense questions are included.

Self-employed physician respondents with no practice expenses for the year are excluded.

(2) Physicians whose typical number of hours worked in patient care activities per week is missing, less than 20, or equal to 168 (3 cases) are

excluded. Physicians whose number of weeks worked the previous year is missing or less than 26 are excluded.

(3) For each respondent, total practice expense and expense components per hour are calculated as (4)/(5) below.

(4) Expenses adjusted for practice size = self-employed respondent expenses* # physician owners.

(5) Hours adjusted for practice size = (respondent hours* # physician owners) + (employee physician hours (see (6) below)* # employee physicians).

6) The typical number of hours worked in patient care activities for the employee physician(s) of a self-employed physician's practice is not known.

Mean hours worked in patient care activities for employee physicians of each specialty are used as an estimate of employee physician hours.

[[Page 30831]]

Table 2.--Standard Errors of Mean Practice Expenses per Hour Spent in Patient Care Activities, Hours and Expenses Adjusted for Practice Size

[In dollars]

--------------------------------------------------------------------------------------------------------------------------------------------------------

Non-phys Clerical Office Supplies Equipment Other Total

Specialty Number of payroll per payroll per expense per expense per expense per expense per expenses

cases hour hour hour hour hour hour per hour **

--------------------------------------------------------------------------------------------------------------------------------------------------------

ALL PHYSICIANS.................................. 3910 0.5 0.3 0.4 0.3 0.2 0.3 1.1

GENERAL/FAMILY PRACTICE......................... 409 1.3 0.6 1.2 0.5 0.7 0.6 3.0

GENERAL INTERNAL MEDICINE....................... 430 1.2 0.6 1.0 0.6 0.3 0.6 2.6

CARDIOVASCULAR DISEASE.......................... 94 2.9 1.4 1.9 0.8 1.3 5.2 8.0

GASTROENTEROLOGY................................ 84 1.6 1.1 1.9 0.3 0.3 2.2 4.1

ALLERGY/IMMUNOLOGY.............................. 31 7.9 3.8 3.8 4.2 1.5 2.9 11.2

PULMONARY DISEASE............................... 49 1.6 1.4 2.2 0.6 0.5 0.9 3.5

ONCOLOGY........................................ 27 7.5 3.8 5.7 16.4 1.4 3.8 23.2

GENERAL SURGERY................................. 257 1.4 0.9 0.9 0.3 0.3 0.8 2.5

OTOLARYNGOLOGY.................................. 103 3.0 2.3 3.5 0.9 1.1 2.1 6.8

ORTHOPEDIC SURGERY.............................. 203 1.7 1.2 2.1 0.8 0.4 2.0 4.7

OPHTHALMOLOGY................................... 210 2.9 1.4 2.6 1.3 1.1 2.1 6.3

UROLOGICAL SURGERY.............................. 118 1.4 1.0 2.1 1.8 1.0 1.4 4.4

PLASTIC SURGERY................................. 85 2.3 1.4 3.5 2.8 1.0 3.4 8.1

NEUROLOGICAL SURGERY............................ 42 4.0 2.5 5.7 0.7 0.4 2.1 9.4

CARD/THOR/VASC SURGERY.......................... 44 4.2 2.0 2.9 0.3 1.7 2.2 8.0

PEDIATRICS...................................... 249 1.6 0.7 1.7 1.0 0.3 1.2 3.8

OBSTETRICS/GYNECOLOGY........................... 266 1.7 0.9 1.3 0.7 0.3 1.0 3.3

RADIOLOGY....................................... 214 2.0 0.9 2.0 0.8 1.9 1.3 5.7

PSYCHIATRY...................................... 351 0.7 0.5 0.6 0.2 0.1 0.6 1.5

ANESTHESIOLOGY.................................. 232 1.8 0.6 0.8 0.1 0.1 0.7 2.4

PATHOLOGY....................................... 82 2.7 1.8 1.7 0.8 0.5 2.9 6.4

DERMATOLOGY..................................... 96 4.8 2.0 5.2 2.0 1.2 1.8 10.4

EMERGENCY MEDICINE.............................. 61 1.4 0.6 0.5 0.3 0.1 0.9 2.1

NEUROLOGY....................................... 61 3.1 3.1 1.4 1.5 1.1 2.2 6.4

PHYS MED/RHEUMATOLOGY........................... 75 5.1 2.5 6.1 0.7 1.4 2.9 12.1

OTHER SPECIALTY................................. 37 4.4 2.4 5.1 1.1 0.6 2.1 9.5

--------------------------------------------------------------------------------------------------------------------------------------------------------

Source: American Medical Association, 1995-1997 Socioeconomic Monitoring System (SMS) surveys.

* Clerical payroll is included in total non-physician payroll.

** Total expenses exclude professional liability insurance premiums and employee physician payroll.

Notes:

(1) Only self-employed non-federal non-resident patient care physicians who responded to all relevant expense questions are included. Self-employed

physician respondents with no practice expenses for the year are excluded.

(2) Physicians whose typical number of hours worked in patient care activities per week is missing, less than 20, or equal to 168 (3 cases) are

excluded. Physicians whose number of weeks worked the previous year is missing or less than 26 are excluded.

(3) For each respondent, total practice expense and expense components per hour are calculated as (4)/(5) below.

(4) Expenses adjusted for practice size = self-employed respondent expenses * # physician owners.

(5) Hours adjusted for practice size = (respondent hours * # physician owners) + (employee physician hours (see (6) below) * # employee physicians).

(6) The typical number of hours worked in patient care activities for the employee physician(s) of a self-employed physician's practice is not known.

Mean hours worked in patient care activities for employee physicians of each specialty are used as an estimate of employee physician hours.

12. Other Methodological Issues

a. Professional and Technical Component Services. Using the

methodology described above, the professional and technical components

of the resource-based practice expense relative value units do not

necessarily sum to the global resource-based practice expense relative

value units since specialties with different practice expenses per hour

provide the components of these services in different proportions. For

example, emergency medicine physicians have proportionately more

professional component chest x-ray billings than global billings

relative to radiologists. We used the following methodologies so that

the professional and technical component resource-based practice

expense relative value units for a service sum to the global resource-

based relative value units.

For codes with professional and technical components excluding

HCPCS codes 70010 through 79440, G0030 through G0047, G0050, G0062,

G0063, G0106, G0120, G0122, G0125, and G0126, we used the following

methodology:

After we determined the practice expense RVUs using the practice

expense per hour methodology, we budget neutrally distributed the total

(global, professional, and technical) practice expense payments for

each code between the global, professional, and technical components as

follows:

Step 1: Calculate a weighted average resource-based practice

expense RVU across the facility and nonfacility settings using the

allowed utilization from the Medicare claims data.

Step 2: Using the RVUs calculated in Step 1 for the global,

professional, and

[[Page 30832]]

technical components of each code and the Medicare utilization data,

calculate the total new resource-based practice expense payments for

each code.

Step 3: Set the global resource-based practice expense RVUs for

each code equal to the sum of the resource-based practice expense RVUs

for the professional and technical components calculated in Step 2.

Step 4: Using the global RVUs calculated in Step 3, the

professional and technical component RVUs calculated in Step 1, and the

Medicare utilization data, calculate practice expense payments for each

code.

Step 5: Multiply the global relative value units calculated in Step

3 and the professional and technical component RVUs calculated in Step

1 by the ratio of the practice expense payments for each code

calculated in Step 2 to the practice expense payments for each code

calculated in Step 4.

For HCPCS codes 70010 through 79440, G0030 through G0047, G0050,

G0062, G0063, G0106, G0120, G0122, G0125, and G0126, we used the

following methodology:

We used the current 1998 practice expense RVUs for this set of

codes, which are based primarily on the original radiology fee

schedule, to determine the relatives between the new resource-based

practice expense relative value units as follows:

Step 1: Using the current 1998 practice expense RVUs, calculate the

current aggregate practice expense payments for this set of codes.

Step 2: Using the resource-based practice expense RVUs determined

from the methodology described above, calculate the aggregate practice

expense payments for this set of codes.

Step 3: Uniformly multiply the current practice expense RVUs by the

ratio of the aggregate resource-based practice expense payments

calculated in Step 2 to the aggregate practice expense payments

calculated in Step 1.

For HCPCS codes Q0092, R0070, and R0075, we used the following

methodology:

The practice expense RVUs for HCPCS code Q0092 was determined by

applying the ratio described in Step 3 above to the existing practice

expense RVUs. The practice expense RVUs for HCPCS codes R0070 and R0075

were determined by applying the ratio described above to practice

expense RVUs for these codes calculated from the average allowed charge

in the Medicare claims data.

b. Practice Expenses per Hour Adjustments and Specialty Crosswalks.

We have one general comment on our use of the SMS practice expense per

hour data. Some practices employ midlevel providers such as nurse

practitioners and optometrists. The practice expenses per hour from the

SMS survey are calculated in terms of hours spent in patient care

activities by physicians in a practice. These practice expenses per

hour are greater than practice expenses per hour spent in patient care

activities by the physicians and midlevel providers in a practice. As a

result, the practice expense per hour methodology is potentially biased

in favor of specialties who use more, relative to other specialties,

midlevel providers as physician extenders to create billable services

under the Medicare fee schedule. Although we made no adjustment to the

practice expenses per hour for this due to a lack of data, we believe

the issue should be examined as part of the refinement of the resource-

based practice expense RVUs.

Below are the adjustments we made to the practice expense per hour

data and the crosswalks we used to assign the specialties reflected in

our claims data to those found in the practice expense tables from the

SMS survey data.

We set the medical materials and supplies practice

expenses per hour for the specialties of ``Oncology'' and ``Allergy and

Immunology'' equal to the medical materials and supplies practice

expenses per hour for ``All Physicians'' since we make separate payment

for the drugs furnished by these specialties.

With regard to oncology, while Medicare does not have an expansive

outpatient drug benefit, it does cover outpatient drugs that are

furnished by a physician, oral cancer drugs, and certain other specific

drugs. In addition to paying for the costs of these drugs (outside the

physician fee schedule), Medicare also makes a separate payment to

physicians for the ``administration'' of cancer drugs (under the

physician fee schedule). This separate payment for chemotherapy

administration recognizes the expenses involved with ordering, storing

and handling, and performing other tasks associated with administering

such drugs. These expenses are practice expenses and are treated as

part of resource-based practice expenses; they are not part of the

costs of the drug and are not included in Medicare payments for

chemotherapy drugs.

We believe that physicians' expenses for the administration of

cancer drugs, as well as the costs of the drugs themselves, are

included in their responses to the AMA survey. Therefore, to avoid a

duplicate payment (that is, paying for the drug separately and also

including the costs of the drug in practice expenses), we need to

separate the costs of the drug from the practice expenses for the

administration of the chemotherapy drugs.

We are proposing to use the ``All Physician'' practice expenses per

hour for medical materials and supplies to reflect, in a relative

sense, all the practice expenses for administration of chemotherapy.

The difference between the practice expense per hour for medical

material and supplies for oncologists and for all physicians would be

the costs of the drugs themselves. We invite comments about our

approach or alternative ways to separate the costs of the drugs from

the costs of their administration.

We based the administrative payroll, office, and other

practice expenses per hour for the specialties of ``Physical Therapy''

and ``Occupational Therapy'' on data used to develop the salary

equivalency guidelines for these specialties. (Since speech and

language pathologists are not identified as Medicare specialties in our

claims data, we could not explicitly use their salary equivalency

guideline data.) The data used to calculate the salary equivalency

practice expenses per hour for these categories of expenses includes an

allowance for 250 square feet of space per therapist, and the utilities

and other overhead to run the practice, including administrative costs.

We set the remaining practice expense per hour categories equal to the

``All Physicians'' practice expenses per hour from the SMS survey data.

We used the clinical payroll expenses for ``All Physicians'' instead of

the salary equivalency data for physical therapy assistants and aides

since we are concerned that there may be an overlap between the cost of

therapy assistants and aides reflected in the practice expenses and the

amount of work allocated to services provided by occupational and

physical therapists.

The following are the crosswalks we used to assign the

specialties reflected in our claims data to those found in the practice

expense tables from the SMS survey data. Note that we refer to the

difference between the nonphysician payroll expenses per hour and the

clerical payroll expenses per hour as the clinical payroll expenses per

hour.

[[Page 30833]]

Table 3.--Practice Expense per Hour Crosswalks

----------------------------------------------------------------------------------------------------------------

Medical Medical Cler.,

HCFA specialty code and AMA specialty Clinical supplies PE/ equipment office, and

description labor PE/Hr Hr PE/Hr other PE/Hr

----------------------------------------------------------------------------------------------------------------

01--General Practice............. General/Family Practice.. $15.10 $8.10 $3.60 $41.90

02--General Surgery.............. General Surgery.......... 6.80 3.10 2.00 42.30

03--Allergy/Immunology........... Allergy And Immunology*.. 39.20 7.20 3.30 76.70

04--Otology, Laryn., Rhino....... Otolaryngology........... 17.50 7.70 5.80 79.00

05--Anesthesiology............... Anesthesiology........... 10.70 0.30 0.40 15.30

06--Cardiology................... Cardiovascular Disease... 15.30 5.80 6.40 55.50

07--Dermatology.................. Dermatology.............. 22.80 12.50 4.80 75.00

08--Family Practice.............. General/Family Practice.. 15.10 8.10 3.60 41.90

10--Gastroenterology............. Gastroenterology......... 7.80 2.70 1.80 44.30

11--Internal Medicine............ General Internal Medicine 9.10 6.40 2.10 36.50

12--Manip. Therapy............... All Physicians........... 12.00 7.20 3.20 45.10

13--Neurology.................... Neurology................ 4.60 5.00 4.20 45.10

14--Neurosurgery................. Neurological Surgery..... 9.20 1.80 1.10 71.70

16--OB-GYN....................... Obstetrics/Gynecology.... 15.40 7.30 3.40 49.80

18--Ophthalmology................ Ophthalmology............ 25.10 11.30 9.00 86.40

19--Oral Surgery................. All Physicians........... 12.00 7.20 3.20 45.10

20--Orthopedic Surgery........... Orthopedic Surgery....... 16.90 10.30 3.60 74.90

22--Pathology.................... Pathology................ 8.30 4.00 1.60 32.80

24--Plastic Surgery.............. Plastic Surgery.......... 10.30 16.30 4.60 71.80

25--Physical Medicine............ Physical Medicine/ 15.40 4.90 3.90 63.70

Rheumatology.

26--Psychiatry................... Psychiatry............... 2.00 0.40 0.30 22.90

28--Colorectal Surgery........... General Surgery.......... 6.80 3.10 2.00 42.30

29--Pulmonary Disease............ Pulmonary Disease........ 7.80 2.80 1.60 33.60

30--Radiology.................... Radiology................ 9.40 4.80 8.30 35.70

33--Thoracic Surgery............. Cardiac/Thoracic/Vascular 13.90 1.40 3.10 45.50

Surgery.

34--Urology...................... Urological Surgery....... 11.00 24.50 6.00 53.00

35--Chiropractor, Licensed....... General Internal Medicine 9.10 6.40 2.10 36.50

36--Nuclear Medicine............. Radiology................ 9.40 4.80 8.30 35.70

37--Pediatrics................... Pediatrics............... 12.80 10.80 1.60 41.70

38--Geriatrics................... General Internal Medicine 9.10 6.40 2.10 36.50

39--Nephrology................... General Internal Medicine 9.10 6.40 2.10 36.50

40--Hand Surgery................. Orthopedic Surgery....... 16.90 10.30 3.60 74.90

41--Optometrist.................. All Physicians........... 12.00 7.20 3.20 45.10

43--CRNA/AA...................... Anesthesiology........... 10.70 0.30 0.40 15.30

44--Infectious Disease........... General Internal Medicine 9.10 6.40 2.10 36.50

46--Endocrinology................ General Internal Medicine 9.10 6.40 2.10 36.50

48--Podiatry..................... General Surgery.......... 6.80 3.10 2.00 42.30

50--Nurse Practitioners.......... General Internal Medicine 9.10 6.40 2.10 36.50

62--Psychologist (Billing Psychiatry............... 2.00 0.40 0.30 22.90

Independently).

65--Physical Therapist (Indep. All Physicians*.......... 12.00 7.20 3.20 10.90

Practice).

66--Rheumatology................. Physical Medicine/ 15.40 4.90 3.90 63.70

Rheumatology.

67--Occupational Therapist....... All Physicians*.......... 12.00 7.20 3.20 10.90

68--Clinical Psychologist........ Psychiatry............... 2.00 0.40 0.30 22.90

69--Independent Laboratory....... All Physicians........... 12.00 7.20 3.20 45.10

70--Clinic Or Other Group........ All Physicians........... 12.00 7.20 3.20 45.10

76--Periperal Vascular Disease... All Physicians........... 12.00 7.20 3.20 45.10

77--Vascular Surgery............. Cardiac/Thoracic/Vascular 13.90 1.40 3.10 45.50

Surgery.

78--Cardiac Surgery.............. Cardiac/Thoracic/Vascular 13.90 1.40 3.10 45.50

Surgery.

79--Addiction Medicine........... Psychiatry............... 2.00 0.40 0.30 22.90

80--Clinical Social Worker....... Psychiatry............... 2.00 0.40 0.30 22.90

81--Critical Care (Intensivists). All Physicians........... 12.00 7.20 3.20 45.10

82--Hematology................... General Internal Medicine 9.10 6.40 2.10 36.50

83--Hematology/Oncology.......... Oncology*................ 22.00 7.20 5.50 58.70

84--Preventive Medicine.......... General Internal Medicine 9.10 6.40 2.10 36.50

85--Maxillofacial Surgery........ All Physicians........... 12.00 7.20 3.20 45.10

86--Neuropsychiatry.............. Psychiatry............... 2.00 0.40 0.30 22.90

89--Clinical Nurse Practitioner.. General Internal Medicine 9.10 6.40 2.10 36.50

90--Medical Oncology............. Oncology................. 22.00 7.20 5.50 58.70

91--Surgical Oncology............ All Physicians........... 12.00 7.20 3.20 45.10

92--Radiation Oncology........... Radiology................ 9.40 4.80 8.30 35.70

93--Emergency Medicine........... Emergency Medicine....... 3.40 0.50 0.10 9.00

94--Interventional Radiology..... Radiology................ 9.40 4.80 8.30 35.70

95--Indep. Physiological Lab..... All Physicians........... 12.00 7.20 3.20 45.10

97--Physician Assistants......... General/Family Practice.. 15.10 8.10 3.60 41.90

98--Gynecology/Oncology.......... Obstetrics/Gynecology.... 15.40 7.30 3.40 49.80

----------------------------------------------------------------------------------------------------------------

* Practice expense per hour were adjusted as follows:

(1) Allergy & Immunology and Oncology use supplies for All Physicians.

(2) Physical Therapy and Occupational Therapy use salary equivalency data for clerical, office and other

practice expenses per hour.

[[Page 30834]]

Due to uncertainty concerning the appropriate crosswalk

and time data for the nonphysician specialty ``Audiologist'' and the

fact that the relatively few codes performed by audiologists are also

performed by other specialties, we did not crosswalk this specialty.

Until we can obtain more data, we derived the resource-based practice

expense RVUs for codes performed by audiologists from the practice

expenses per hour of the other specialties which perform these codes.

Because we have no reason to assume that the distribution

of radiologists by equipment ownership reflected in the SMS survey data

differs from the distribution found in our claims data, we did not

attempt to differentiate the practice expenses per hour for

radiologists by equipment ownership. The use of the average practice

expenses per hour should create the appropriate practice expense pool

for radiology. We invite comments on this issue. We realize that

practice expenses vary by equipment ownership; however, the appropriate

recognition of this is through the differential allocation of the

practice expense pool to the professional, technical, and global

services performed by radiologists.

c. Time Associated with the Work Relative Value Units. As a

general comment on the time data, we are concerned that any imprecision

in the time estimates for high volume services which have relatively

little time associated with them may potentially bias the practice

expense methodology in favor of the specialties which perform these

services. For example, if a high volume procedure which typically takes

four minutes to perform has a surveyed time of 5 minutes, this

procedure's contribution to the practice expense pool for that

specialty is inflated by 25 percent. In contrast, if a procedure which

typically takes 100 minutes to perform has a surveyed time of 101

minutes, its contribution is only inflated by 1 percent. We believe

this issue should be examined as part of the refinement of the

resource-based practice expense RVUs.

The time data from the Harvard study performed for the

initial establishment of the work relative value units were collected

over a number of years using primarily surveys of practicing

physicians. The time data submitted to the RUC for the refinement of

the work relative value units were also collected over a number of

years using primarily physician surveys. The time data resulting from

the refinement of the work relative value units have been

systematically greater than the time data obtained by the Harvard study

for the same services. On average, this difference is approximately 25

percent. We increased the Harvard time data in order to ensure

consistency between these data sources.

We calculated the total physician time for CPT codes 70010

through 79440 using the work RVUs and the work per unit time for CPT

99213, except for codes in the range of CPT codes 78000 through 78891

for which we had Harvard survey data and codes for which we had data

from surveys done for the AMA RUC.

Based on the judgment of our clinical staff, we calculated

the total physician time for CPT codes 90918 through 90921 using the

work RVUs and the work per unit time for CPT code 99213.

Based on the judgment of our clinical staff, we set the

total time associated with the work RVUs for CPT 97001 through 97770 as

follows:

------------------------------------------------------------------------

Time

HCPCS (min)

------------------------------------------------------------------------

97001.......................................................... 30

97002.......................................................... 20

97003.......................................................... 45

97004.......................................................... 30

97010.......................................................... 5

97012.......................................................... 15

97014.......................................................... 13

97016.......................................................... 18

97018.......................................................... 13

97020.......................................................... 14

97022.......................................................... 15

97024.......................................................... 15

97026.......................................................... 10

97028.......................................................... 9

97032.......................................................... 18

97033.......................................................... 14

97034.......................................................... 16

97035.......................................................... 12

97036.......................................................... 15

97039.......................................................... 10

97110.......................................................... 15

97112.......................................................... 15

97113.......................................................... 15

97116.......................................................... 15

97122.......................................................... 15

97124.......................................................... 15

97139.......................................................... 15

97150.......................................................... 15

97250.......................................................... 15

97260.......................................................... 15

97261.......................................................... 15

97265.......................................................... 15

97504.......................................................... 15

97520.......................................................... 15

97530.......................................................... 15

97535.......................................................... 15

97537.......................................................... 15

97542.......................................................... 15

97703.......................................................... 15

97750.......................................................... 15

97770.......................................................... 15

------------------------------------------------------------------------

A high percentage of codes performed by the nonphysician

specialties of Independent Physiological Lab, Clinical Psychologist,

and Psychologist (Independent Billing) do not have work RVUs and,

therefore, time data. Because the practice expenses per hour for these

specialties were crosswalked from SMS specialties, when calculating

their practice expense pools we used the maximum clinical staff time

from the CPEP data for the codes that lack work RVUs.

We calculated the time for CPT codes 00100 through 01996

using the base and time units from the anesthesia fee schedule and the

Medicare allowed claims data.

13. Other Practice Expense Policies

a. Site-of-Service Payment Differential. Under the physician fee

schedule, if a physician service of the type routinely furnished in

physician offices is furnished in facility settings, our current policy

is that the fee schedule amount for the service is determined by

reducing the practice expense RVUs for the service by 50 percent.

Certain services are excluded from the regulation including rural

health clinic services, surgical services not on the ambulatory

surgical center covered list that are furnished in an ambulatory

surgical center, anesthesia services, and diagnostic and therapeutic

radiology services (see Sec. 414.32 (Determining payments for certain

physician services furnished in facility settings)).

The site-of-service payment differential is a long established

policy to avoid duplicate payments for practice costs while, at the

same time, recognizing that some office practice cost is incurred when

physicians perform procedures outside the office setting. The site-of-

service policy applies to both inpatient and outpatient hospital

settings.

Since the implementation of the physician fee schedule, we have

compiled a list of services furnished outside physician offices that

are subject to the site-of-service payment differential. The current

list includes approximately 700 services.

As part of the resource-based practice expense initiative, we are

proposing to replace the current policy that systematically reduces the

practice expense RVU by 50 percent for certain procedures with a policy

that would generally identify two different levels (facility and

nonfacility) of practice expense RVUs for each procedure code depending

on the site-of-service. In general, we would furnish two levels of

practice expense RVUs per code; one when the procedure is performed in

the office or other site (or nonfacility) if no additional facility fee

is paid and

[[Page 30835]]

another when the procedure is performed out of the office (for example,

in a hospital or an ambulatory surgical center in which the costs of

resources, such as labor, medical supplies, and medical equipment are

paid outside the physician fee schedule and only to the hospital or

ambulatory surgical center).

Some services, by the nature of their codes, are performed only in

certain settings and would have only one level of practice expense RVU

per code. Many of these are evaluation and management codes with code

descriptions specific as to the site of service. Examples of these

codes are the following:

Inpatient hospital care for new or established patients

(CPT codes 99221 through 99223).

Subsequent hospital care (CPT codes 99231 through 99239).

Emergency department services for new or established

patients (CPT codes 99281 through 99285).

Critical care services (CPT codes 99291 through 99297).

Nursing facility services (CPT codes 99301 through 99303).

Subsequent nursing facility care (CPT codes 99311 through

99313).

Domiciliary, rest home (CPT codes 99321 through 99333).

Home services (CPT codes 99341 through 99350.

We note that office or outpatient evaluation and management

services (CPT codes 99201 through 99215) are used to report services

furnished in the physician office or in a hospital outpatient

department; therefore, these procedure codes will have different levels

of practice expense RVUs. Other services, such as most major surgical

services with a 90-day global period, are performed entirely or almost

entirely in the hospital, and we are generally providing a practice

expense RVU only for the out-of-office or facility setting.

In the majority of cases, however, we would provide both facility

and nonfacility practice expense RVUs. The higher nonfacility practice

expense RVUs are generally used to calculate payments for services

performed in a physician office and for services furnished to a patient

in the patient's home, or facility or institution other than a

hospital, skilled nursing facility, or ambulatory surgical center. For

these services, the physician typically bears the cost of resources,

such as labor, medical supplies, and medical equipment associated with

the physician service.

The lower facility practice expense RVUs generally are used to

calculate payments for services furnished to hospital, SNF, and

ambulatory surgical center patients. The costs for nonphysician

services and other items, including medical equipment and supplies, are

typically borne by the hospital, by the SNF, or the ambulatory surgical

center.

b. Additional Relative Value Units for Additional Office-Based

Expenses for Certain Procedure Codes. Usually office medical supplies

or surgical services in the physician office are included in the

practice expense portion of the payment for the medical or surgical

service to which they are incidental. The November 1991 final rule (56

FR 59522) included a policy that allowed a practice expense RVU of 1.0

to pay for the supplies that are used incident to a physician service

but generally are not the type of routine supplies included in the

practice expense RVUs for specific services. For example, if the

physician performed a cystourethroscopy with a biopsy (CPT code 52204)

in the office and billed for a surgical tray (HCFA Common Procedure

Coding System (HCPCS) code A4550) in addition to the procedure, the

physician would receive approximately $34.86 (an RVU of .95) for the

surgical tray in addition to the payment for the cystourethroscopy with

biopsy. The November 1991 final rule (56 FR 59811) listed 44 procedure

codes that qualified for additional RVUs if furnished in the physician

office. This list was expanded in the December 1993 final rule (58 FR

63854) to include several cystoscopy codes. Included in this list of

procedures for which an additional amount for supplies may be paid if

performed in a physician office are closing a tear duct (CPT code

68671) and billing for a permanent lacrimal duct implant (HCPCS A4263)

and inserting an access port (CPT code 36533) and billing for an

implantable vascular access portal/catheter (A4300). These supplies

were given the same RVU as HCPCS code A4550.

We are proposing to revise this policy under the resource-based

practice expense system. We believe the supply costs that this policy

is designed to cover were included in the supply inputs identified by

the CPEPs and the AMA's SMS survey. Thus, they were included in the

practice expense RVUs for each related procedure code. Therefore, we

are proposing to discontinue separate payment for supply codes A4263,

A4300 and A4550.

c. Anesthesia Services. Although physician anesthesia services are

paid under the physician fee schedule, these services do not have

practice expense RVUs. Rather, payment for physician anesthesia

services is determined based on the sum of allowable base and time

units multiplied by a locality-specific anesthesia CF.

Since the beginning of the physician fee schedule, overall budget

neutrality and work adjustments have been made to the anesthesia CF and

not to the base and time units. We are proposing to follow the same

process and make an adjustment to the anesthesia CF to move anesthesia

services under the resource-based practice expense system. The

adjustment to the anesthesia CF is 3.5 percent.

14. Refinement

Section 4505(d)(1)(C) of the BBA requires the Secretary to develop

a refinement process to be used during each of the 4 years of the

transition period. In this section, we will describe those aspects of

this proposed rule that we believe are subject to refinement as well as

our proposed process for refinement during the coming year. In light of

the complexity of the issues associated with establishing the initial

proposed practice expense RVUs, we believe it is premature to propose,

in this proposed rule, the refinement process for subsequent years of

the transition period. We also believe it would be premature to

finalize the practice expense RVUs before the fall of 1999. Therefore,

we will keep the practice expense RVUs as interim RVUs until at least

the fall of 1999. We also are open to extending the period during which

the practice expense RVUs are interim beyond 1999 if we believe that

more time is needed to identify and correct errors.

We are particularly interested in receiving comments on our

proposed refinement process for this year, and we are soliciting

recommendations for the process in subsequent years. Based on our

analysis of comments we receive, we hope to describe our plans for the

entire refinement process in the final rule.

a. Issues Involved in Refinement. We believe the refinement process

for practice expense RVUs will enable us to:

Review and refine practice expense/hour data.

Obtain and review practice expense/hour data for

specialties or practitioners not included in the SMS survey.

Address anomalies, if any, in the code-specific Harvard/

RUC physician time data.

Address anomalies, if any, in the code-specific CPEP data

on clinical staff types and times, quantity and cost of medical

supplies, and quantity and cost of medical equipment.

Refine, as needed, our process of developing practice

expense RVUs for codes that were not addressed by the

[[Page 30836]]

CPEP process, for example, codes that were new in 1996, 1997, and 1998.

Develop practice expense RVUs for codes that will be new

in 1999 and beyond.

Our plans for each of these six points are as follows:

Refinement of the practice expense/hour data. The practice

expense/hour data are based on the SMS survey. (These data can be found

in Table 1). Although the SMS survey was not designed to support the

development of practice expense RVUs, we believe it is the best

available source of data on actual practice costs that allows us to

recognize all staff, equipment, supplies, and expenses, not just those

that can be tied to specific procedures. In fact, we believe one

advantage of the SMS data is that they were collected before this

proposed rule.

The SMS survey data used in this proposed rule do not include the

practice expense information on all specialties recognized by Medicare.

However, for certain larger specialties, for example, family practice

and general surgery, the sample of physicians surveyed is of sufficient

size to serve as the basis of the practice expense/hour calculation in

the short term. For those larger specialties, we are unlikely to make

any changes in the practice expense/hour calculation in the final rule

to be published this fall. In the long term, specifically, 1999 and

beyond, we are prepared to refine the practice expense/hour data of the

larger specialties if we receive compelling evidence that the SMS data

are incorrect. Any arguments that the practice expense/hour for a given

specialty should be changed would be strengthened by the submission of

survey data comparable to the SMS that include data for a range of

specialties expected to gain and lose Medicare revenue.

We are concerned that the validity of future SMS surveys could be

affected if we decided to explicitly link the data collected to future

revisions of the Medicare fee schedule. Also, SMS is a physician level

survey, and physicians in groups are asked for their share of expenses

rather than the practices' expenses. Practice level data may provide a

better basis for constructing practice expense RVUs. We invite comments

on potential revisions to the SMS survey or alternative sources of data

that could be used for long term refinement. Finally, because the

calculation of the practice expense/hour is so critical to our

methodology, we also invite comment on the need to confirm, through

audit or other means, the survey data that would be used for long term

refinement.

Refinement of the crosswalk for the practice expense/hour

data. The SMS data we used for this proposed rule do not include data

for all specialties that are recognized by Medicare, and they do not

include data on nonphysician practitioners who are paid under the

physician fee schedule. To develop this proposal, it was necessary to

crosswalk certain specialties and nonphysician practitioners to the

practice expense/hour data we developed for the specialties included in

the SMS. We invite comments on the appropriateness of our crosswalks.

Any arguments that the practice expense/hour data should be changed

would be strengthened by the submission of survey data comparable to

the SMS data.

Refinement of the physician time data. The number of

practice expense RVUs assigned to the services performed by a given

specialty is determined by the practice expense/hour data from the SMS

and the physician time data for each of the codes. The physician time

data are based on the Harvard resource-based RVS study and RUC survey

data that were developed as part of the refinement of the work RVUs. We

are confident that these data are accurate although there may be some

codes for which the final work RVUs we have assigned may be

inconsistent with the time data. We will accept comments on the code-

specific physician time data but must point out that any proposed

revisions to the time data have implications for the work RVUs assigned

to those codes. We do not intend to revisit work RVU issues that have

been already addressed as part of the 5-year review. (Total physician

time data can be found in the ``Total Physician Time'' file located on

the HCFA Homepage. Specific instructions for accessing this and other

Internet files referred to in this proposed rule can be found at the

end of this refinement section.)

Refinement of the CPEP data. The identification and

correction of errors, if any, in the code-specific CPEP data on

clinical staff types and times, quantity and cost of medical supplies,

and quantity and cost of medical equipment has its principal effect on

the relative relationship of the practice expense RVUs assigned to

services performed by a given specialty.

It is important to understand that the allocation of practice

expense RVUs at the code level is based on CPEP data that have not been

revised or edited in any fashion. We have not made any revisions or

edits for two main reasons. First, we received many comments in

response to last year's proposed rule that objected to the data

reasonableness edits and caps that were part of our proposal. Second,

we received many comments in response to June 1997 proposed rule that

objected to our decision to exclude from the CPEP data the direct

inputs for medical equipment, medical supplies, and clinical staff

recorded for hospital patients. In addition, we found this decision to

be quite controversial in subsequent meetings with representatives of

various specialty societies. Under our proposed methodology that begins

with the total practice expense costs, the question as to the

appropriateness of including the direct inputs for medical equipment,

medical supplies, and clinical staff in the inputs for hospital

patients is much less important because the inclusion of the data

impacts the distribution of practice expense RVUs across the entire fee

schedule only to the extent codes are performed by more than one

specialty.

For example, if a given specialty performs cardiovascular

procedures, including time for nursing staff in the hospital for these

procedures allocates more of the fixed practice expense pool of dollars

for that specialty to these procedures, leaving fewer dollars for the

other codes performed by that specialty. We believe the most

appropriate method for determining the relative relationship of the

RVUs assigned to cardiovascular procedures in this proposed rule is to

rely on the CPEP that developed the inputs for those procedures.

Therefore, the direct inputs for medical equipment, medical supplies,

and clinical staff recorded for hospital patients have not been removed

from the CPEP data.

In deciding not to modify the CPEP data, we recognize the

possibility that the RVUs assigned to some codes will appear to be

incorrect or anomalous. Any apparent errors will be identified and

corrected in response to the comments we receive on this proposed rule

and through our refinement process. We received comments in response to

last year's proposed rule that pointed out apparent errors in the RVUs,

and many of the CPEP inputs were revised during the validation panels

we conducted in October 1997. We have not incorporated any of those

revisions to the data primarily because our methodology for developing

RVUs has been revised, and we were not convinced that all the revisions

that occurred during the validation panels were correct. To the extent

that commenters believe that previously submitted comments are still

valid or that data revisions that occurred during the validation panels

are still

[[Page 30837]]

appropriate, we request that they again be brought to our attention in

response to this proposed rule.

While we will accept comments on any code-specific data, we

recommend that commenters focus their attention during this comment

period on high-volume services with large aggregate expenditures under

Medicare. We will review the comments with the assistance of our

carrier medical directors. Time constraints preclude convening multiple

specialty panels to assist us in our review of the comments. However,

as noted above, the practice expense RVUs would be interim values for

at least 1999, including those we change as a result of our review of

the comments.

Because all of the practice expense RVUs will be interim during

1999, commenters will have another opportunity to identify errors in

the code-specific CPEP data during the comment period of the final rule

with comment period to be published in the fall of 1998. We believe

that the codes identified as possible errors during the comment periods

of the proposed rule and the final rule will constitute the universe of

codes whose code-specific CPEP data should be reviewed. In other words,

although we may keep all the practice expense RVUs interim beyond 1999

as we refine other aspects of the physician fee schedule, it is not our

intention to continually review the inputs for all the codes on the fee

schedule on an annual basis.

We do believe it is important to have the advice of practicing

physicians on the appropriateness of recommended changes to the CPEP

inputs. We have two principal options for obtaining that advice. The

first option would be for us to convene multiple specialty panels to

review the recommended changes. The second option would be to ask the

RUC, or a new organization like the RUC that includes broad

representation across all specialties and includes nonphysician

practitioners, to do this. We believe that under either option, the

panel or panels should include individuals other than physicians, for

example, practice managers or nurses, who could bring additional

experience and expertise to the discussion. The panels would need to

meet no later than the summer of 1999 to consider the comments we

received on both the proposed rule and the final rule. We invite

comments on these options and would welcome any other recommendations.

Refinement of the crosswalk for 1996, 1997, and 1998

codes. Because the CPEP process was based on 1995 CPT codes, it was

necessary for us to develop practice expense RVUs for new codes that

were developed for the 1996, 1997, and 1998 CPT books. The process we

used was based on comparing the new codes to other comparable codes for

which we had actual CPEP data. Files containing information about the

crosswalks used for codes that were new in 1996, 1997, and 1998 are

available on the HCFA homepage under the heading ``CPEP Data

Crosswalked to 1998 CPT Codes.'' Since this crosswalk was based on our

judgment rather than actual data, we invite comments on the

appropriateness of our crosswalks. Also, we will accept new code

specific-data on clinical staff types and times, quantity and cost of

medical supplies, and quantity and cost of medical equipment. Any

comments we receive on these codes will be reviewed as part of the

process of review described above.

Development of practice expense RVUs for codes that will

be new in 1999 and beyond. There will be new codes included in CPT 1999

for which we will not have practice expense data in time for

publication in the 1998 final rule. We plan to develop interim practice

expense RVUs for these codes by preparing a crosswalk of CPEP data from

existing codes. The crosswalk we use will be available with the final

rule, and the practice expense values for the codes will be subject to

comment. However, the interim values will serve as the basis of payment

during 1999.

We do not believe that preparing a crosswalk of new codes is the

most appropriate method of developing practice expense RVUs for new

codes. However, for 1999, time constraints do not permit any other

approach. Beyond 1999, we would like to develop a process whereby we

receive recommended practice expense RVUs or recommended inputs for

clinical staff types and times, quantity and cost of medical supplies,

and quantity and cost of medical equipment.

For the assignment of work RVUs to new and revised codes, we first

look to the RUC for recommended RVUs. Under that process, codes that

will be new or revised in the next year's CPT are referred from the CPT

editorial panel to the RUC. Specialty societies are informed of these

codes and furnished an opportunity to survey a sample of physicians in

their specialty for the development of recommended RVUs. The entire RUC

then reviews the survey results and forwards the recommended work RVUs

to us.

We then review the RUC's recommended work RVUs with the assistance

of our Medicare carrier medical directors and publish our decisions as

interim RVUs in the final rule for the upcoming year. For example, work

RVUs for codes that were new or revised in CPT 1998 were published as

interim RVUs in the October 1997 final rule.

Publishing RVUs as interim allows the public the opportunity to

furnish comments on the appropriateness of our interim work RVUs.

During the following year, we review any comments we have received with

the assistance of multiple-specialty panels we have convened. We

consider our analysis of any comments on the interim work RVUs and the

advice we receive from the multiple specialty panels in the assignment

of the final work RVUs that are announced in the final rule for the

next year's physician fee schedule.

For practice expense RVUs, we believe there are two principal

options. First, we could continue to crosswalk new codes to existing

codes, publish the results of that crosswalk as interim practice

expense RVUs in the final rule, and review comments we receive with the

assistance of our multiple specialty panels. Second, we could request

the RUC or a RUC-like organization to provide recommended practice

expense RVUs or recommended inputs before publication of the proposed

rule as we do with work RVUs. This approach would allow us to publish

interim RVUs based on the advice of practicing physicians. As with the

work RVUs, any comments we received on the interim RVUs could then be

reviewed with the assistance of HCFA multiple specialty panels. We

invite comments on these options and would welcome any other

recommendations.

b. Example of the Process for Reviewing and Commenting on Practice

Expense Relative Value Units. To facilitate the development of

responses to this proposed rule, to illustrate the issues involved in

refining the RVUs for practice expense, and to furnish further guidance

on the use of the data files that are available on the Internet, we are

furnishing the following analysis of an apparent anomaly in a family of

codes. This analysis is intended to serve as an example of the process

for reviewing and commenting on the practice expense RVUs. We have not

concluded that revisions to the RVUs proposed for this family of codes

are warranted. In the event that no comments are received on the RVUs

for these codes, it is unlikely that we will make any revisions.

In the ophthalmology section of the CPT, there are four codes for

the reporting of eye exams. The codes, brief descriptors, and the

proposed practice expense RVUs follow:

[[Page 30838]]

------------------------------------------------------------------------

Practice

Code Descriptor expense

RVUs

------------------------------------------------------------------------

92002........................... Eye exam, new patient, 0.96

intermediate.

92004........................... Eye exam, new patient, 1.58

comprehensive.

92012........................... Eye exam, established 1.26

patient, intermediate.

92014........................... Eye exam, established 1.25

patient, comprehensive.

------------------------------------------------------------------------

We believe there is a rank order anomaly in this family. We

expected that the practice expense RVUs for new patients would be

higher than the practice expense RVUs for established patients and that

the practice expense RVUs for comprehensive visits would be higher than

practice expense RVUs for intermediate visits. For example, we expected

that CPT code 92014 would have higher practice expenses than CPT code

92012, which is not the case.

To analyze this apparent anomaly, we first reviewed the data on

which specialties furnish the services. These data are located on the

HCFA Homepage under the file name ``Procedure Code Utilization by

Specialty.'' This analysis is important because one potential cause of

an anomaly is that codes in a given family of codes are performed by

physicians in different specialties whose practice expenses per hour

are different. In this case, the dominant specialty performing the

codes is ophthalmology. Optometrists also perform these services but

with less frequency than ophthalmologists. In Table 2, the sum of the

practice expenses per hour for ophthalmology is $131.80, and the sum of

the practice expenses per hour for optometry is $67.50. Although the

practice expense per hour differs for ophthalmology and optometry

because ophthalmology is by far the dominant specialty, this anomaly

cannot be attributed to differences in practice expense per hour.

We next reviewed the code-specific data for in-office services on

clinical labor, equipment, and supplies that are included in the file

``CPEP Data Converted Into 1998 Dollar Amounts,'' located on the HCFA

Homepage. This file is based on the raw CPEP data that have been

converted to monetary amounts. It is considerably easier to review than

the raw CPEP data because it includes fewer data points per code. (The

file containing raw CPEP data, ``Raw CPEP Data'', can also be found in

the HCFA Homepage. Both of these files also contain CPEP data for

supplies and equipment.)

--------------------------------------------------------------------------------------------------------------------------------------------------------

Total %

Code Descriptor Clin Eqp Sup services Ophthalmology % Optometry

--------------------------------------------------------------------------------------------------------------------------------------------------------

92002.................................... Eye exam, new patient, 15.44 11.76 3.41 354,000 48 50

intermediate.

92004.................................... Eye exam, new patient, 16.87 12.85 3.41 1,866,000 72 27

comprehensive.

92012.................................... Eye exam, est. patient, 11.15 8.49 27.60 6,022,000 85 13

intermediate.

92014.................................... Eye exam, est. patient, 14.01 10.67 3.41 6,980,000 79 20

comprehensive.

--------------------------------------------------------------------------------------------------------------------------------------------------------

These data show that the relative relationship within the family of

codes appears to be appropriate for clinical staff and equipment.

However, for supplies there is a large discrepancy in that the supply

costs for code 92012 are eight times greater than the supply costs for

the other three codes. To determine whether the supply costs for code

92012 are too high or the supply costs for the other three codes are

too low, it is necessary to review the actual supply inputs assigned to

the codes by the CPEP. These data may be found as a subdirectory of the

file, ``CPEP Data Converted to 1998 Dollars.'' We reviewed the inputs

but have made no judgments about them. We believe the inputs should be

reviewed by the specialties providing the service.

As can be seen in the table, 85 percent of the code 92012 services

are furnished by ophthalmologists, and 13 percent are furnished by

optometrists. The table also shows that this is a high volume family of

codes and that errors in the CPEP data could cause distortions in the

relative relationships of the RVUs assigned to services furnished by

ophthalmologists and optometrists. Under our proposed methodology for

developing RVUs, any revisions to the CPEP data will primarily impact

only those specialties that furnish the service. Thus, if we determine

that the supply inputs for code 92012 include items that are not

typically furnished and are recommended for removal, that will ``free

up'' RVUs that can be redistributed across the other services furnished

by the two specialties.

Conversely, if it is determined that the supply inputs for the

other three codes are missing items that are typically furnished and

are recommended for inclusion, that will require RVUs to be taken from

the other services furnished by the two specialties, not from other

services on the physician fee schedule. We view this as a significant

advantage of our proposed methodology in that the highly contentious

atmosphere of refinement under our earlier methodology is greatly

reduced because, except when multiple specialties perform the same

service, agreement or disagreement with the CPEP inputs of one

specialty does not directly impact the RVUs assigned to services

furnished by other specialties.

c. Information on Accessing Data Files on HCFA's Homepage. The

aforementioned files can be obtained on the HCFA Homepage at

``www.hcfa.gov.'' Following is the step by step process by which the

data files can be accessed.

Step 1: After accessing the HCFA Homepage go to Stats and Data.

Step 2: Go to 1999 Resource-Based Practice Expense.

Step 3: Under Resource-Based Practice Expense, you will have the

option of accessing one of six files related to resource-based practice

expense:

Raw CPEP Data

This file includes the original CPEP data. There are four subgroups

within this file:

Clinical Work

Medical Supplies

Procedure Specific Medical Equipment

[[Page 30839]]

Overhead Medical Equipment

1998 Code Crosswalks

Since the CPEP data were based upon 1995 data, we performed

crosswalks for codes which were new codes in 1996, 1997, and 1998. This

file shows the crosswalks that were used for all codes that were new

after 1995. In addition, this file also contains those codes gap-filled

based on analogous procedures due to an absence of data from the CPEP

process.

CPEP Data Crosswalked to 1998 Codes

This file crosswalks all CPEP data to 1998 codes.

CPEP Data Converted to 1998 Codes Converted Into Dollars

This file converts the CPEP data, crosswalked to 1998 codes, into

dollars.

Procedure Code Utilization by Specialty

This file shows the Medicare allowed services for each procedure

code performed by each specialty.

Time Associated With the Work Relative Value Units

This file contains the time associated with the work RVUs for each

procedure.

15. Reductions in Practice Expense Relative Value Units for Multiple

Procedures

In the June 1997 proposed rule (62 FR 33171), we had recommended

reducing the practice expense RVUs for multiple nonsurgical services

performed at the same time as an evaluation and management service. We

had proposed this as a way to reflect the lower practice costs that

would result when more than one service is performed during a single

patient encounter. Many commenters, as well as the Medicare Payment

Advisory Commission (MEDPAC), recommended that we not implement a

multiple procedure reduction, at least until this issue has been

further studied.

We have decided not to propose this reduction at this time but will

consider it in the future. We invite comments on this specific issue.

The current multiple surgical procedure reduction policy with regard to

physician work is not affected by the practice expense proposal.

16. Transition

Under the transition enacted under BBA 1997, practice expense RVUs

in 1999 are to be based 75 percent on the old method and 25 percent on

the resource-based method. In 2000, the shares are 50 percent old

method and 50 percent resource-based. In 2001, the shares are 25

percent old method and 75 percent resource-based. Beginning in 2002,

practice expense RVUs are entirely resource-based.

In our October 1997 final rule (62 FR 59052), we indicated that the

old method to be used in the formula constitutes the 1998 practice

expense RVUs actually used for payment. We received a comment that

suggested that we consider an alternative interpretation of the law for

purposes of the transition starting point that would eliminate the 1998

changes in practice expenses enacted by BBA 1997. This comment was

based on the theory that the 1998 changes were for 1 year only and not

intended to be included in the base practice expense used for the

transition. This alternative would result in higher payments for

certain specialty procedures and lower payments for medical visits

during 1999, 2000, and 2001. Beginning in 2002, the starting point for

the transition does not matter as practice expenses are entirely

resource-based.

We have considered this suggestion. We do not believe that we can,

as suggested by the commenter, utilize 1997 practice expense RVUs

actually used for payment because we do not believe that we could treat

the reductions enacted in BBA 1997 for 1998 differently from the

similar reductions enacted in OBRA 1993 on practice expenses for 1994,

1995, and 1996. That is, the effects of both amendments should be

included in the base or excluded. We believe that the appropriate

option, other than using 1998 practice expense RVUs, is to exclude the

effects of both the OBRA 1993 and BBA 1997 provisions and revert to

practice expense RVUs as they existed before any amendments. We do not

believe that this is the better alternative. In addition to creating

practical problems of requiring imputation of practice expense RVUs for

the many new codes that have been established between 1991 and 1998, it

would seem contrary to the statute's plain intent of moving toward a

resource-based payment system. This alternative could also potentially

result in a ``yo-yoing'' of practice expense RVUs between 1998 and

future years. Practice expense RVUs for certain procedures explicitly

increased by the Congress in 1998 could be reduced in 1999 only to be

increased again when the practice expense is fully resource-based. If

we were to use 1997 RVUs as the base for the transitions, payments for

office visit procedure codes, for example, would likely decrease

noticeably during 1999, reversing the clear policy the Congress enacted

in BBA 1997 by raising them. To adopt such a construction of the law

would not gradually ``transition'' payments to the new resource-based

system, but instead would represent an abrupt change in direction, a

result at odds with the purpose of having a transition period and with

transitions previously established for payment changes in Medicare. We

find nothing in the legislative history to suggest that the Congress

intended such an atypical transition. Therefore, we propose to use the

1998 practice expense RVUs for purposes of the blend during the

transition years of 1999, 2000, and 2001.

17. Proposed Regulation Revisions

We are proposing to revise Sec. 414.22 (Relative value units

(RVUs)), paragraph (b), (Practice expense RVUs), to state that for

services beginning January 1, 1999, the practice expense RVUs would be

based on a blend of 75 percent of the 1998 code-specific practice

expense RVUs and 25 percent of the relative practice expense resources

involved in furnishing the service. For services beginning January 1,

2000, the practice expense RVUs would be based on a blend of 50 percent

of the 1998 code-specific practice expense RVUs and 50 percent of the

relative practice expense resources involved in furnishing the service.

For services beginning January 1, 2001, the practice expense RVUs would

be based on a blend of 25 percent of the 1998 code-specific practice

expense RVUs and 75 percent of the relative practice expense resources

involved in furnishing the service. For services beginning January 1,

2002, the practice expense RVUs would be based on 100 percent of the

relative practice expense resources involved in furnishing the service.

There would be only one level of practice expense RVUs per code for

the following categories of services: those that have only the

technical component of the practice expense RVUs; only the professional

component practice expense RVUs; certain evaluation and management

services, such as hospital or nursing facility visits that are

furnished exclusively in one setting; and major surgical services. For

other services, there would be two different levels of practice expense

RVUs per code. The lower practice expense RVUs would apply to services

furnished to hospital or ambulatory surgical center patients. The

higher practice expense RVUs would apply to services furnished in a

physician office or services other than visits but performed in a

patient's home and services furnished to patients in a nursing

facility, skilled nursing

[[Page 30840]]

facility, or an institution other than a hospital or ambulatory

surgical center.

18. Response to GAO Recommendations

As previously discussed, the GAO report to Congress on practice

expense made five recommendations for further action; two of these are

short term recommendations that are addressed by this proposed rule and

three are longer term recommendations that will be addressed during the

refinement process. The GAO recommendations are as follows:

Short Term Recommendations.

+ Use sensitivity analyses to test the effects of the limits we

placed on the panels' estimates of clinical and administrative labor

and our assumptions about equipment utilization.

We believe that our proposed methodology answers the concerns that

prompted this recommendation. Our current proposal has eliminated the

limits previously placed on the CPEP panels' estimates of clinical and

administrative staff times. In addition, because the proposed

methodology is based on specialty-specific RVU pools, changes in

assumptions about equipment utilization rates would impact

redistributions between specialties only to the extent that codes are

performed by more than one specialty.

+ Evaluate the classification of the administrative labor

associated with billing and other administrative expenses as indirect

expenses, alternative methods for assigning indirect expenses, and

alternative specifications of the regression model used to link the

panels' estimates.

We again believe that our proposed methodology is responsive to

this recommendation. Under our proposal, administrative expenses are

treated as indirect costs, and we have developed a method of assigning

indirect expenses that we believe most closely reflects the various

specialties' actual costs. The third part of the recommendation is now

moot as the current proposed methodology no longer utilizes the linking

algorithm.

Longer Term Recommendations.

+ Determine whether changes in hospital staffing patterns and

physicians' use of their clinical staff in hospital settings warrant

adjustments between Medicare reimbursements to hospitals and

physicians. Similarly, we should determine whether physicians have

shifted tasks to nonphysician clinical staff in a way that warrants

reexamining the physician work RVUs.

+ Work with physician groups and the AMA to develop a process for

collecting data from physician practices as a cross-check on the

calculated practice expense RVUs and periodically refine and update the

RVUs.

+ Monitor indicators of beneficiary access to care, focusing on

those services with the greatest cumulative reductions in physician fee

schedule allowances, and consider any access problems when making

refinements to the practice expense RVUs.

We agree with all of these recommendations. One of the major tasks

of any proposed refinement process will be determining when any

additional data are need, whether it be on physician practice patterns

or actual practice expenses. We welcome comments and suggestions on how

best to carry out these recommendations to aid us in developing a

strategy for data gathering in our final rule. We plan to monitor

access to care.

B. Medical Direction for Anesthesia Services

The conditions for payment of medical direction were discussed in

the March 2, 1983 final rule (48 FR 8902) that implemented section 108

of the Tax Equity and Fiscal Responsibility Act (TEFRA) of 1982,

effective October 1, 1983.

TEFRA added section 1887 to the Act and required that we

distinguish between services furnished by physicians to patients that

are now payable under the physician fee schedule and services furnished

by physicians to hospitals that are reimbursed to the hospital on a

prospective payment basis for inpatients or on a reasonable cost basis

for outpatients.

Section 1887 of the Act did not, however, include a reference to

``medical direction.'' This is a term we adopted from the medical

profession that refers to the necessary level of direct involvement of

the anesthesiologist in each of two to four concurrent anesthesia

procedures so that the service meets the definition of physician

services as required by section 1887 of the Act.

Our definition of medical direction closely followed the standards

of anesthesia care team practice promulgated by the American Society of

Anesthesiologists (ASA).

The conditions for payment of medical direction are included in

Sec. 415.110 (Conditions for payment: Medically directed anesthesia

services). For each patient, the physician must furnish seven kinds of

services, and the physician may not perform any other services while he

or she is directing the concurrent procedures unless they meet the

exception as noted. The medical direction activities in Sec. 415.110(a)

(Services furnished directly or concurrently) are as follows:

Performs a pre-anesthesia examination and evaluation.

Prescribes the anesthesia plan.

Personally participates in the most demanding procedures

in the anesthesia plan, including induction and emergence.

Ensures that any procedures in the anesthesia plan that he

or she does not perform are performed by a qualified individual as

defined in program operating instructions.

Monitors the course of anesthesia at frequent intervals.

Remains physically present and a

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Medicare Program; Revisions to Payment Policies Under the Physician Fee Schedule for Calendar Year 1999 · 63 FR 30818 | Frix