Blue Cross Blue Shield of Michigan and Blue Care Network are nonprofit corporations and independent licensees of the Blue Cross and Blue Shield Association. BCBSM Provider Delivered Care Management Billing Guidelines Updated July 2014 V2

Agenda 2 PDCMReimbursement Policy Design General Conditions of Payment Patient Eligibility Provider Requirements Billing Guidelines

PDCM Payment Policy Design 3 Fee-for-service methodology – 12 payable codes for services performed by qualified non-physician practitioners –Face-to-face (individual and group) –Telephone-based Payable to approved providers only –Non-approved providers billing for these services are subject to recovery BCBSM will pay the lesser of provider charges or BCBSM’s maximum fee CNPs or PAs paid at 85% of our fee schedule No cost share imposed on members EXCEPT members with Qualified High Deductible Health Plans with a Health Savings Account

PDCM Procedure Codes 4 Effective 11/1/2013 G Initiation of Care Management (Comprehensive Assessment) G Individual Face-to-Face Visit Group education and training for patient self-management for 2–4 patients; 30 minutes Group education and training for patient self-management for 5–8 patients; 30 minutes Telephone assessment 5-10 minutes of medical discussion Telephone assessment minutes of medical discussion Telephone assessment minutes of medical discussion First hour of clinical staff time directed by a physician or other qualified health care professional with no face-to-face visit, per calendar month Each additional 30 minutes of clinical staff time directed by a physician or other qualified health care professional, per calendar month. (An add-on code that should be reported in conjunction with 99487) G Coordinated care fee, scheduled team conference G Physician Coordinated Care Oversight Services (Enrollment Fee) Effective 1/1/2014 S Counseling and discussion regarding advance directives or end of life care planning and decisions

General Conditions of Payment 5 For billed services to be payable, the following conditions apply: –The patient must be eligible for PDCM coverage. Ordered by a physician, PA or CNP within the approved practice; a note indicating these services were ordered must be in the medical record. –Based on patient need –Performed by the appropriate qualified, non-physician health care professional employed or contracted with the approved practice or PO –Billed in accordance with BCBSM billing guidelines Services billed for non-eligible members will be rejected with provider liability. Medicare Advantage Members: Non-approved providers billing for PDCM services are subject to audit and recoveries.

Patient Eligibility 6 The patient must have active BCBSM coverage that includes the BlueHealthConnection ® Program. This includes: –BCBSM underwritten business –ASC (self-funded) groups that elect to participate –Medicare Advantage patients –(Note: BCN is not participating in PDCM-Oncology) Checking eligibility: –Providers should check normal eligibility channels (e.g., WebDENIS, CAREN IVR) to confirm contract and benefit eligibility. A practice should follow its current process for determining patient eligibility –Determining patient eligibility for care management is not the responsibility of the care manager –For information on how to access eligibility information, practices should contact their BCBSM Provider Consultant The patient must be an active patient under the care of a physician, PA or CNP in a PDCM-approved practice and referred by that clinician for PDCM services. The patient must be an active participant in the care plan.

Provider Requirements: Care Management Team 7 Individuals performing PDCM services must be qualified non-physician practitioners employed by practices or practice-affiliated POs approved for PDCM payments The team must consist of: –A lead care manager who: Is an RN, LMSW, CNP or PA Has completed lead care manager training program Has completed a self-management support training program –Other qualified allied health professionals: Any of the above, plus… Licensed practical nurse, certified diabetes educator, registered dietician, masters of science trained nutritionist, clinical pharmacist, respiratory therapist, certified asthma educator, certified health educator specialist (bachelor’s degree or higher), licensed professional counselor, licensed mental health counselor Each qualified care team member must: –Function within their defined scope of practice –Work closely and collaboratively with the patient’s clinical care team –Work in concert with BCBSM care management nurses as appropriate It is recommended that each qualified care team member also complete a self- management support training program

Provider Requirements: Billing and Rendering Provider 8 Two potential models –Practice-based care management team –Physician-organization-based care management team The rendering provider identified on the claim determines the fee. Rendering and billing providers must be appropriately enrolled with BCBSM. –For PO-based arrangement, the PO must obtain an NPI and enroll with BCBSM –Affiliated clinicians identified as the Rendering Provider on PDCM claims must be registered in connection with the PO entity BCBSM’s Provider Consulting area is prepared to assist with the enrollment process. Rendering Provider Billing Provider Practice-basedPhysician, CNP or PA within the PDCM-approved practice Physician practice Physician Organization- based PO-based billing entity

Billing and Documentation: General Guidelines 9 The following general billing guidelines apply to PDCM services: –Approved practices/POs only –Professional claim 12 procedure codes PDCM may be billed with other medical services on the same claim PDCM may be billed on the same day as other physician services –No diagnostic restrictions All relevant diagnoses should be identified on the claim –Quantity limits apply to some codes –No location restrictions –Documentation demonstrating services were necessary and delivered as reported –Documentation identifying the CM isn’t required, but documentation must be maintained in medical records identifying the provider for each patient interaction

Code-Specific Requirements:G9001 Initiation of Care Management (Comprehensive Assessment) 10 G9001Coordinated Care Fee, Initial Rate (per case) Payable only when performed by an RN, LMSW, CNP or PA with approved level of care management training (i.e., lead care manager) Quantity limit: One assessment per care manager, per practice, per patient, per year Contacts must add up to at least 30 minutes of discussion At least one encounter must be face to face Assessment should include: –Identification of all active diagnoses –Assessment of treatment regimens, medications, risk factors, unmet needs, etc. –Current physical and mental/emotional status and treatment –Level of patient’s understanding of his/her condition and readiness for change –Perceived barriers to treatment plan adherence –Care plan creation (issues, outcome goals, and planned interventions) Billed claims must include: –Date of service (date patient is “enrolled” in care management) –Record documentation must additionally include: –Dates, duration, and modality (face to face or phone), name/credentials of care manager performing the service –Formal indication of patient engagement/enrollment –Physician coordination and agreement Note: Only lead care managers may perform the initial assessment services (G9001)

Code-Specific Requirements: G9001 Initiation of Care Management (Comprehensive Assessment) 11 continued NOTE: BCBSM Medicare Advantage If the service is delivered by a RN or LMSW, in order to fulfill CMS requirements, –The service must be delivered under direct supervision of the physician (meaning the physician is present in the same office suite). –Patient’s verbal agreement and consent to engage/participate in care management.This agreement must be documented in the medical record. –The patient’s physician must review and sign the comprehensive assessment that becomes part of the medical record. –The physician’s NPI must be reported in the Rendering Provider field on the claim.

Code-Specific Requirements:G9002 Individual, Face-to-Face Care Management Visit 12 G9002Coordinated Care Fee, Maintenance rate (per encounter) Payable when performed by any qualified care management team member Quantity limit: The appropriate quantity is based on the total cumulative time the patient spends with a care management team member(s) on that day.If more than one care management team member has a separate face-to-face with the same patient on that day, the length of time spent with the patient during each interaction should be added together to determine the correct quantity to bill. –If the total cumulative time with the patient adds up to: 1-45 minutes, report a quantity of minutes, report a quantity of minutes, report a quantity of minutes, report a quantity of 4

Code-Specific Requirements:G9002 Individual, Face-to-Face Care Management Visit 13 continued Encounters must: –Be conducted in person –Be a substantive, focused discussion pertinent to patient’s care plan Claims reporting requirements: –Each encounter should be billed on its own claim line –All diagnoses relevant to the encounter should be reported Record documentation must additionally include: –Date, duration, name/credentials of team member performing the service –Nature of discussion and pertinent details relevant to care plan (progress, changes, etc.) –Updated status:medical condition, care needs and progress to goal –Any revisions to the care plan goals, interventions, and target dates (if necessary) –Other individuals in attendance (if any) and their relationship with the patient

Code-Specific Requirements:98961, Group Education & Training Visit Education and training for patient self-management by a qualified, nonphysician health care professional using a standardized curriculum, face-to-face with the patient (could include caregiver/family) each 30 minutes; 2-4 patients Education and training for patient self-management by a qualified, nonphysician health care professional using a standardized curriculum, face-to-face with the patient (could include caregiver/family) each 30 minutes; 5-8 patients Payable when performed by any qualified care management team member No quantity limits Each session must: –Be conducted in person –Have at least two, but no more than eight patients present –Include some level of individualized interaction Claims reporting requirements: –Services should be separately billed for each individual patient –Code selection depends upon total number of patient participants in the session –Quantity depends upon length of session (reported in thirty minute increments) –All diagnoses relevant to the encounter should be reported

Code-Specific Requirements:98961, Group Education & Training Visit 15 continued Additional documentation requirements: –Dates, duration, name/credentials of care team member performing the service –Nature of content/objectives, number of patients present –Any updated status on patient’s condition, needs, progress

Code-Specific Requirements:98966, 98967, Telephone-based Services Telephone assessment and management, 5-10 minutes Telephone assessment and management, minutes Telephone assessment and management, minutes Payable when performed by any qualified care management team member Quantity limit: No more than one per date of service (if multiple calls are made on the same day, the times spent on each call should be combined and reported as a single call); time reported is cumulative for all qualified care management team members Each encounter must: –Be conducted by phone –Be at least 5 minutes in duration –Include a substantive, focused discussion pertinent to patient’s care plan Claims reporting requirements –Code selection depends upon duration of phone call –All diagnoses relevant to the encounter should be reported Additional documentation requirements: –Dates, duration, name/credentials of care team member performing the call –Nature of the discussion and pertinent details regarding updates on patient’s condition, needs, progress with goals and target dates

Code-Specific Requirements:G9007 Team Conference 17 G9007 Coordinated care fee, scheduled team conference This code is to be billed by the physician and is payable only to the physician. Quantity limit: There is a limit of one G9007 paid per physician, per practice, per patient, per day. The scheduled discussion should include sufficient time to discuss changes to the patient’s status. Discussions must be substantive and focused on content pertinent to the patient’s individualized care plan, interventions, goal achievement, target dates. Outcomes and next steps for each patient must be agreed upon and documented. Documentation can be completed by the physician or the care manager –Includes the name and credentials allied professionals present for team conference. Separately billed for each individual patient discussed during team conference. One per patient per day.

Code-Specific Requirements:G9008 Patient Enrollment 18 G9008 Physician Coordinated Care Oversight Services (Enrollment Fee) This code is to be billed by the physician and is payable only to the physician. Quantity limit: G9008 may be billed only one time per patient, per lifetime, per physician An E&M visit performed by the physician must be simultaneously or previously billed for the patient A G9001 or G9002 performed by the care manager must be simultaneously or previously billed for the patient A written care plan with action steps and goals accepted by the physician, care manager and patient is in place

Code-Specific Requirements: and Care Coordination First hour of clinical staff time directed by a physician or other qualified health care professional with no face–to–face visit, per calendar month Each additional 30 minutes of clinical staff time directed by a physician or other qualified health care professional, per calendar month. (An add-on code that should be reported in conjunction with 99487) These codes are payable for contacts made by any of the qualified allied personnel approved for PDCM on the care management team. The cumulative duration of communication time to bill must be at least 31 minutes in duration to be billable (i.e., 51% of an hour). Discussions must be substantive and focused on coordinating services that are pertinent to the patient’s individualized care plan and goal achievement. These codes should be billed at the end of each calendar month utilizing the last encounter date for that month. Appropriate coding and quantities are dependent upon the cumulative amount of time spend on care coordination activities in that month.

Code-Specific Requirements: and continued 20 A code may be billed when at least 51% of the time designated in the descriptor of that code is met. –To bill the first hour, the cumulative amount of time must equal at least 31 minutes –To bill an additional 30 minutes, the cumulative amount of time must equal at least 16 minutes The code should be billed for the first 31 to 75 minutes of care coordination services for a patient in a month The code is billed in addition to for each additional 30 minutes of interactions. –99487 and would be billed if the total time spent was 76+ minutes of care coordination –99489 may be quantity billed if the total coordination time exceeds 105 minutes in a single month may only be billed once per calendar month, per patient may be quantity billed You will need to determine a method for tracking this time each month.

Code-Specific Requirements: and continued 21 Documentation should include: Date and duration of contact Name and credentials of the allied professional on the care team making the contact Identification of the provider or community agency with whom the discussion is taking place Nature of the discussion

Code-Specific Requirements:99487 and continued 22 The following chart is intended to help determine the appropriate codes and quantities for different periods of time. Total time (in minutes) Code(s) to billQuantity 1-30Cannot be billed

Code-Specific Requirements:S0257 Advance Care / End of Life Planning 23 S0257S0257Counseling and discussion regarding advance directives or end of life care planning and decisions This code should be used to bill for individual face-to-face or telephonic conversations regarding end-of-life care issues and treatment options Billable when performed by any qualified member of the care management team Quantity limit: No limits on number of services per patient per year List separately in addition to code for appropriate evaluation and management service Documentation associated with S0257 that must be recorded and maintained in the patient’s record should include: –Enumeration of each encounter including: Date of service Duration of contact Name and credentials of the allied professional delivering the service Other individuals in attendance (if any) and their relationship with the patient All active diagnoses

Code-Specific Requirements:S0257 continued 24 –Pertinent details of the discussion (and resulting advance care plan decisions), which, at a minimum, must include the following: A person designated to make decisions for the patient if the patient cannot speak for him or herself The types of medical care preferred The comfort level that is preferred –Advanced care planning discussions/decisions may also include: How the patient prefers to be treated by others What the patient wishes others to know –Indication of whether or not an advance directive or Physician Orders for Life-Sustaining Treatment (POLST) document has been completed

Code Summary 25

BCBSM Medicare Advantage Plan 26 Why is BCBSM paying for the care management services for Medicare Advantage patients? –BCBSM supports team based care an effective way to improve care coordination and outcomes decrease cost

Medicare Advantage Differences 27 Patient Eligibility Annual Wellness Visit Comprehensive Assessment (G9001) Claim Submission

BCBSM Medicare Advantage – Patient Eligibility 28 Medicare Advantage patients must have active Medicare Advantage coverage and PDCM benefits –Some ASC Employer Groups are Excluded –If an insurer other than BCBSM commercial or BCBSM Medicare Advantage is the primary insurer, the Medicare Advantage member is not eligible for PDCM services –In the first year of Part B coverage, MA patients must receive a one- time initial preventative physical exam; in subsequent years, an annual wellness visit is mandatory; this is required regardless if the member is eligible for PDCM services

BCBSM Medicare Advantage - Wellness Visit vs. Comprehensive Assessment Billing Guidelines Request that All Medicare Advantage patients have Comprehensive Assessment Annually The Comprehensive Assessment (G9001) is not intended to replace the annual wellness visit(G0438) –CMS expects all Medicare Advantage members to have a wellness visit with their physicians annually for planning and preventive purposes. During this wellness visitall the chronic conditions, and any diagnoses the member has, should also be listed. In the event that the member has had the wellness visit (G0438) there will be no requirement for them to have the PDCM Comprehensive Assessment (G9001). If the physician and care manager feel that the member could benefit from also having a G9001 comprehensive care management assessment, however, the care manager may conduct the assessment and the service will be payable. 29

BCBSM Medicare Advantage – Wellness Visit vs. Comprehensive Assessment Continued 30 Wellness Visit –Required annually –Performed by a physician, PA, NP, Clinical Nurse Specialist, or other medical professional working under the direct supervision of a physician –Purpose is for planning and preventive care Comprehensive Assessment (G9001) –Performed by non-physician Care Manager –Purpose is to assess appropriateness of Care Management services Medicare Advantage’s intention is to have all diagnoses identified for purposes of: –Patients receiving appropriate treatment/care –Documenting chronic and acute (temporary) conditions

Federal Employee Program (FEP)  Opted into PDCM with an effective date of August 1,  FEB members eligible for PDCM are identified by an identification number that starts with “R”.  FEP members who are enrolled in Medicare (A&B or just B) are not eligible for the PDCM program through Blue Cross Blue Shield of Michigan.

FEP Identification Card An example of the Member Identification card is below.

QUESTIONS? MiPCT Care Management Please send questions to MiPCT mailbox: More information Oncology Care Management Please send questions to the Provider Delivered Care Management Oncology Expansion mailbox: More information 33