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Unlock the Mystery of Appealing
    Denied Claims in the SNF

         HARMONY UNIVERSITY
          The Provider Unit of
Harmony Healthcare International, Inc. (HHI)
                 Presented by:

       Elisa Bovee, MS OTR/L,
     Vice President of Operations
Objectives
    • To summarize goals of Medicare Medical
      Review
    • To Identify and Articulate Examples of the
      Medicare Medical Review Process
    • To Identify Strategies for Interdisciplinary
      Management of Medicare Appeals



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Section I
                              What is Skilled Care?



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What is Skilled Care?
• Why is this material important?
• Which team members should be aware of the
  Medicare Skilled Care criteria?
• How often will this criteria be relevant to
  current beneficiaries and applicable for denied
  claims?



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What is Skilled Care?
• Requires the skills of qualified technical or professional health
  personnel such as RN, LPN, PT, OT or SLP
• Must be provided directly by or under the general
  supervision of a licensed nurse or skilled rehab personnel to
  assure the safety of the resident and to achieve the medically
  desired result
       – “General supervision” requires initial direction and periodic inspection
         of activity
• Ordered by a physician
• Services are needed and provided on a daily basis


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What is Skilled Care?
• The need for skilled care must be justified and
  documented in the medical record
• Conditions may have prompted the initial
  hospitalization, but also include the
  conditions that arose during recovery in the
  SNF



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What is Skilled Care ?
•    Direct Skilled Nursing Services
•    Management and Evaluation of a Care Plan
•    Observation and Assessment
•    Teaching and Training
•    Skilled Rehabilitation




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Skilled Services Categories:
                                  Inherent Complexity

Inherent Complexity – Direct skilled nursing
services including:
      •   IV feeding
      •   IV meds
      •   Suctioning
      •   Tracheostomy Care
      •   Ventilator support
      •   Ulcers



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Skilled Services Categories: Inherent
                  Complexity
Inherent Complexity
     Tube feedings
     Respiratory Therapy 7 days per week
     Surgical wound or open lesions with treatments
     Unstable clinically with diabetes with injections
     Transfusions
     Chemotherapy
     Colostomy Care, early post op care



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Skilled Services Categories:
                Skilled Observation and Assessment

      • Reasonable probability or possibility for
        complication
      • Potential for further acute episodes
      • Identify and Evaluate the need for modification
        of treatment
      • Evaluate initiation of additional medical
        procedures
      • Skilled observation can be required until the
        treatment regimen is essentially stabilized

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Skilled Services Categories:
                 Skilled Observation and Assessment

    •     Fever                        •     Chemotherapy
    •     Dehydration                  •     Weight loss
    •     Septicemia                   •     Blood sugar control
    •     Pneumonia                    •     Impaired cognition
    •     Nutritional Risk             •     Severe Mood and
                                             Behavior conditions


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Skilled Services Categories:
             Skilled Observation and Assessment

• Identify and outline daily skilled nursing
  observations and assessments
• Record DAILY each itemized area listed on
  your outline




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Skilled Services Categories:
                Skilled Observation and Assessment

    •     Neurological                              •     Nutritional
    •     Respiratory                               •     Gastrointestinal
    •     Cardiac                                   •     Genitourinary
    •     Circulatory                               •     Musculoskeletal
    •     Pain/Sensation                            •     Skin



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Skilled Services Categories:
             Skilled Observation and Assessment
• A patient with arteriosclerotic heart disease with
  congestive heart failure requires close observation
  by skilled nursing personnel for signs of
  decompensation, abnormal fluid balance, or
  adverse effects resulting from prescribed
  medication
      – Skilled observation is needed to determine when the
        digitalis dosage should be reviewed or whether other
        therapeutic measures should be considered, until the
        patient’s treatment regimen is essentially stabilized


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Skilled Services Categories:
             Skilled Observation and Assessment
  • A patient has been hospitalized following a
    heart attack. Following treatment but before
    mobilization, he is transferred to the SNF.
         – Because it is unknown whether exertion will
           exacerbate the heart disease, skilled observation is
           reasonable and necessary as mobilization is initiated
           and continued until the patient’s treatment regimen
           is essentially stabilized




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Skilled Services Categories:
           Skilled Observation and Assessment
• A frail 85-year-old man was hospitalized for
  pneumonia. The infection resolved, but the
  patient, who had previously maintained adequate
  nutrition, will not eat or eats poorly.
      – The patient is transferred to a SNF for monitoring of fluid
        and nutrient intake and the assessment of the need for
        tube feeding and assisted feeding if required. Observation
        and monitoring by skilled nursing personnel of the
        patient’s oral intake is required to prevent dehydration.



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Skilled Services Categories:
              Skilled Observation and Assessment

• A patient left the acute hospital on a high
  dosage of Coumadin with daily clotting time
  studies
     – Assessment and observation is needed until a
       maintenance dosage is attained and the
       patient/resident shows no adverse symptoms.
       Regulation is an integral part of this
       patient/resident’s coverage. Ongoing observation
       and assessment, notifying the physician and
       multiple changes in the plan of care, are also
       skilled in nature.


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 Reserved
Skilled Services Categories:
             Skilled Observation and Assessment
     • If a patient was admitted for skilled observation
       but did not develop a further acute episode or
       complication, the skilled observation services still
       are covered so long as there was reasonable
       probability for such a complication or further
       acute episode
            – “Reasonable probability” means that a potential
              complication or further acute episode is a likely
              possibility



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Skilled Services Categories:
             Management and Evaluation of a Care Plan

  • Based on the Physician’s orders, these
    services require the involvement of
    skilled nursing to meet the resident’s
     – Medical needs
     – Promote recovery
     – Ensure medical safety


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Skilled Services Categories:
                  Management and Evaluation of a Care Plan

    • This area includes
       – The sum total of unskilled services
       – Potential for serious complications
       – High probability of relapse
       – Recovery and safety
       – Meet medical needs
       – Includes resident’s overall condition

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Skilled Services Categories:
       Management and Evaluation of a Care Plan

    • Topic Areas to include:
            – Surgical sites
            – Circulatory status
            – Status of fractures
            – Maintenance of weight-bearing status
            – Skin Care
            – Labs
            – Consultant Recommendations

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Skilled Services Categories:
                   Management and Evaluation of a Care Plan

• Although any of the required services could be performed by a
  properly instructed person, that person would not have the
  capability to understand the relationship among the services
  and their effect on each other. Since the nature of the
  patient’s condition, his age and his immobility create a high
  potential for serious complications, such an understanding is
  essential to assure the patient’s recovery and safety. The
  management of this plan of care requires skilled nursing
  personnel until the patient’s treatment regimen is essentially
  stabilized, even though the individual services involved are
  supportive in nature and not require skilled nursing personnel.



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Skilled Services Categories:
                   Management and Evaluation of a Care Plan
• Example: An aged patient is recovering from pneumonia, is
  lethargic, is disoriented, has residual chest congestion, is
  confined to bed as a result of his debilitated condition, and
  requires restraints at times
   – To decrease the chest congestion, the physician has
     prescribed frequent changes in position, coughing and
     deep breathing. While the residual chest congestion
     alone would not represent a high risk factor, the
     patient’s immobility and confusion represent
     complicating factors when coupled with the chest
     congestion, could create high probability of a relapse.


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Skilled Services Categories:
                                 Teaching and Training

    • Teaching and Training: Activities which
      require skilled nursing or skilled
      rehabilitation personnel to teach a patient
      and/or family member how to manage the
      patient’s treatment regimen




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Skilled Services Categories:
                                 Teaching and Training

   •     Colostomy care                                    • IV access sites
   •     Insulin administration                            • Braces, splints and
   •     Prosthesis management                               orthotics
   •     Catheter care                                     • Wound dressings and skin
   •     G-tube feedings                                     treatments
                                                           • Medication Management
                                                           • Orthopedic Precautions




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Skilled Rehabilitation
  Transmittal 262
    On a daily basis
    Services rendered are reasonable and necessary
    MD ordered
    Practical matter
    An appropriately licensed or certified individual must
    provide or directly supervise the therapeutic service
    and coordinate the intervention with nursing
    services


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Copyright © 2012 All Rights Reserved
Skilled Rehabilitation/
                                          MD Involvement
  • The service must be ordered by a physician.
  • The therapy intervention must relate directly and
    specifically to an active written treatment regimen
    established by the physician after any needed
    consultation with the qualified rehabilitation therapy
    professional and must be reasonable and necessary
    to the treatment of the beneficiary’s illness or injury
    necessary to the treatment of the beneficiary’s
    illness or injury


                                            Harmony Healthcare International, Inc.   27
Copyright © 2012 All Rights Reserved
Skilled Rehabilitation/
                                          MD Involvement

          • MD involvement to prevent injuries
          • Medicare allows the professional therapist
            to develop a suggested plan of treatment
            and to begin providing services based on
            the plan prior to MD signature
          • MD signature required before facility bills
            Medicare.
          • MD Faxed signatures acceptable


                                            Harmony Healthcare International, Inc.   28
Copyright © 2012 All Rights Reserved
Skilled Rehabilitation Overview
           • Directly related to a written plan of treatment
           • Requires knowledge/skills/judgment of qualified
             professional
           • Services must be considered under acceptable
             standards clinical practice
           • Expectation of improvement of restorative
             potential in a reasonable and predictable period
             of time….or….
           • Establishment of a safe and effective
             maintenance program


                                       Harmony Healthcare International, Inc.   29
Copyright © 2012 All Rights Reserved
Basic Criteria for Rehabilitation Services

  • Must be specifically related to the Physician’s
    Treatment Plan
  • Skill of a qualified therapist must be needed
  • Treatment plan must expect the patient to improve
  • Services must fall within accepted standards of
    medical practice and be specific to the patient
  • The services must be reasonable and necessary



                                       Harmony Healthcare International, Inc.   30
Copyright © 2012 All Rights Reserved
Denial Management – Get Paid!

To hear more about these introductory
slides, and all that is still to come, please join
me:


         Date: Saturday, May 4th
      Time: 10:15 a.m. – 11:45 a.m.

              Elissa Bovee, Vice President of Operations
                   Harmony Healthcare International
                http://www.harmony-healthcare.com/
               Tweet me your questions! @ElisaBovee




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Unlock the Mystery of Appealing Denied Claims in the SNF

  • 1. Unlock the Mystery of Appealing Denied Claims in the SNF HARMONY UNIVERSITY The Provider Unit of Harmony Healthcare International, Inc. (HHI) Presented by: Elisa Bovee, MS OTR/L, Vice President of Operations
  • 2. Objectives • To summarize goals of Medicare Medical Review • To Identify and Articulate Examples of the Medicare Medical Review Process • To Identify Strategies for Interdisciplinary Management of Medicare Appeals Copyright © 2012 All Rights Harmony Healthcare International, Inc. 2 Reserved
  • 3. Section I What is Skilled Care? Copyright © 2012 All Rights Harmony Healthcare International, Inc. 3 Reserved
  • 4. What is Skilled Care? • Why is this material important? • Which team members should be aware of the Medicare Skilled Care criteria? • How often will this criteria be relevant to current beneficiaries and applicable for denied claims? Copyright © 2012 All Rights Harmony Healthcare International, Inc. 4 Reserved
  • 5. What is Skilled Care? • Requires the skills of qualified technical or professional health personnel such as RN, LPN, PT, OT or SLP • Must be provided directly by or under the general supervision of a licensed nurse or skilled rehab personnel to assure the safety of the resident and to achieve the medically desired result – “General supervision” requires initial direction and periodic inspection of activity • Ordered by a physician • Services are needed and provided on a daily basis Copyright © 2012 All Rights Harmony Healthcare International, Inc. 5 Reserved
  • 6. What is Skilled Care? • The need for skilled care must be justified and documented in the medical record • Conditions may have prompted the initial hospitalization, but also include the conditions that arose during recovery in the SNF Copyright © 2012 All Rights Harmony Healthcare International, Inc. 6 Reserved
  • 7. What is Skilled Care ? • Direct Skilled Nursing Services • Management and Evaluation of a Care Plan • Observation and Assessment • Teaching and Training • Skilled Rehabilitation Copyright © 2012 All Rights Harmony Healthcare International, Inc. 7 Reserved
  • 8. Skilled Services Categories: Inherent Complexity Inherent Complexity – Direct skilled nursing services including: • IV feeding • IV meds • Suctioning • Tracheostomy Care • Ventilator support • Ulcers Copyright © 2012 All Rights Harmony Healthcare International, Inc. 8 Reserved
  • 9. Skilled Services Categories: Inherent Complexity Inherent Complexity Tube feedings Respiratory Therapy 7 days per week Surgical wound or open lesions with treatments Unstable clinically with diabetes with injections Transfusions Chemotherapy Colostomy Care, early post op care Copyright © 2012 All Rights Harmony Healthcare International, Inc. 9 Reserved
  • 10. Skilled Services Categories: Skilled Observation and Assessment • Reasonable probability or possibility for complication • Potential for further acute episodes • Identify and Evaluate the need for modification of treatment • Evaluate initiation of additional medical procedures • Skilled observation can be required until the treatment regimen is essentially stabilized Copyright © 2012 All Rights Harmony Healthcare International, Inc. 10 Reserved
  • 11. Skilled Services Categories: Skilled Observation and Assessment • Fever • Chemotherapy • Dehydration • Weight loss • Septicemia • Blood sugar control • Pneumonia • Impaired cognition • Nutritional Risk • Severe Mood and Behavior conditions Copyright © 2012 All Rights 11 Reserved Harmony Healthcare International, Inc.
  • 12. Skilled Services Categories: Skilled Observation and Assessment • Identify and outline daily skilled nursing observations and assessments • Record DAILY each itemized area listed on your outline Copyright © 2012 All Rights Harmony Healthcare International, Inc. 12 Reserved
  • 13. Skilled Services Categories: Skilled Observation and Assessment • Neurological • Nutritional • Respiratory • Gastrointestinal • Cardiac • Genitourinary • Circulatory • Musculoskeletal • Pain/Sensation • Skin Copyright © 2012 All Rights Harmony Healthcare International, Inc. 13 Reserved
  • 14. Skilled Services Categories: Skilled Observation and Assessment • A patient with arteriosclerotic heart disease with congestive heart failure requires close observation by skilled nursing personnel for signs of decompensation, abnormal fluid balance, or adverse effects resulting from prescribed medication – Skilled observation is needed to determine when the digitalis dosage should be reviewed or whether other therapeutic measures should be considered, until the patient’s treatment regimen is essentially stabilized Copyright © 2012 All Rights Harmony Healthcare International, Inc. 14 Reserved
  • 15. Skilled Services Categories: Skilled Observation and Assessment • A patient has been hospitalized following a heart attack. Following treatment but before mobilization, he is transferred to the SNF. – Because it is unknown whether exertion will exacerbate the heart disease, skilled observation is reasonable and necessary as mobilization is initiated and continued until the patient’s treatment regimen is essentially stabilized Copyright © 2012 All Rights Harmony Healthcare International, Inc. 15 Reserved
  • 16. Skilled Services Categories: Skilled Observation and Assessment • A frail 85-year-old man was hospitalized for pneumonia. The infection resolved, but the patient, who had previously maintained adequate nutrition, will not eat or eats poorly. – The patient is transferred to a SNF for monitoring of fluid and nutrient intake and the assessment of the need for tube feeding and assisted feeding if required. Observation and monitoring by skilled nursing personnel of the patient’s oral intake is required to prevent dehydration. Copyright © 2012 All Rights Harmony Healthcare International, Inc. 16 Reserved
  • 17. Skilled Services Categories: Skilled Observation and Assessment • A patient left the acute hospital on a high dosage of Coumadin with daily clotting time studies – Assessment and observation is needed until a maintenance dosage is attained and the patient/resident shows no adverse symptoms. Regulation is an integral part of this patient/resident’s coverage. Ongoing observation and assessment, notifying the physician and multiple changes in the plan of care, are also skilled in nature. Copyright © 2012 All Rights Harmony Healthcare International, Inc. 17 Reserved
  • 18. Skilled Services Categories: Skilled Observation and Assessment • If a patient was admitted for skilled observation but did not develop a further acute episode or complication, the skilled observation services still are covered so long as there was reasonable probability for such a complication or further acute episode – “Reasonable probability” means that a potential complication or further acute episode is a likely possibility Copyright © 2012 All Rights Harmony Healthcare International, Inc. 18 Reserved
  • 19. Skilled Services Categories: Management and Evaluation of a Care Plan • Based on the Physician’s orders, these services require the involvement of skilled nursing to meet the resident’s – Medical needs – Promote recovery – Ensure medical safety Copyright © 2012 All Rights Harmony Healthcare International, Inc. 19 Reserved
  • 20. Skilled Services Categories: Management and Evaluation of a Care Plan • This area includes – The sum total of unskilled services – Potential for serious complications – High probability of relapse – Recovery and safety – Meet medical needs – Includes resident’s overall condition Copyright © 2012 All Rights Harmony Healthcare International, Inc. 20 Reserved
  • 21. Skilled Services Categories: Management and Evaluation of a Care Plan • Topic Areas to include: – Surgical sites – Circulatory status – Status of fractures – Maintenance of weight-bearing status – Skin Care – Labs – Consultant Recommendations Copyright © 2012 All Rights Harmony Healthcare International, Inc. 21 Reserved
  • 22. Skilled Services Categories: Management and Evaluation of a Care Plan • Although any of the required services could be performed by a properly instructed person, that person would not have the capability to understand the relationship among the services and their effect on each other. Since the nature of the patient’s condition, his age and his immobility create a high potential for serious complications, such an understanding is essential to assure the patient’s recovery and safety. The management of this plan of care requires skilled nursing personnel until the patient’s treatment regimen is essentially stabilized, even though the individual services involved are supportive in nature and not require skilled nursing personnel. Copyright © 2012 All Rights Harmony Healthcare International, Inc. 22 Reserved
  • 23. Skilled Services Categories: Management and Evaluation of a Care Plan • Example: An aged patient is recovering from pneumonia, is lethargic, is disoriented, has residual chest congestion, is confined to bed as a result of his debilitated condition, and requires restraints at times – To decrease the chest congestion, the physician has prescribed frequent changes in position, coughing and deep breathing. While the residual chest congestion alone would not represent a high risk factor, the patient’s immobility and confusion represent complicating factors when coupled with the chest congestion, could create high probability of a relapse. Copyright © 2012 All Rights Harmony Healthcare International, Inc. 23 Reserved
  • 24. Skilled Services Categories: Teaching and Training • Teaching and Training: Activities which require skilled nursing or skilled rehabilitation personnel to teach a patient and/or family member how to manage the patient’s treatment regimen Copyright © 2012 All Rights Harmony Healthcare International, Inc. 24 Reserved
  • 25. Skilled Services Categories: Teaching and Training • Colostomy care • IV access sites • Insulin administration • Braces, splints and • Prosthesis management orthotics • Catheter care • Wound dressings and skin • G-tube feedings treatments • Medication Management • Orthopedic Precautions Copyright © 2012 All Rights Harmony Healthcare International, Inc. 25 Reserved
  • 26. Skilled Rehabilitation Transmittal 262 On a daily basis Services rendered are reasonable and necessary MD ordered Practical matter An appropriately licensed or certified individual must provide or directly supervise the therapeutic service and coordinate the intervention with nursing services Harmony Healthcare International, Inc. 26 Copyright © 2012 All Rights Reserved
  • 27. Skilled Rehabilitation/ MD Involvement • The service must be ordered by a physician. • The therapy intervention must relate directly and specifically to an active written treatment regimen established by the physician after any needed consultation with the qualified rehabilitation therapy professional and must be reasonable and necessary to the treatment of the beneficiary’s illness or injury necessary to the treatment of the beneficiary’s illness or injury Harmony Healthcare International, Inc. 27 Copyright © 2012 All Rights Reserved
  • 28. Skilled Rehabilitation/ MD Involvement • MD involvement to prevent injuries • Medicare allows the professional therapist to develop a suggested plan of treatment and to begin providing services based on the plan prior to MD signature • MD signature required before facility bills Medicare. • MD Faxed signatures acceptable Harmony Healthcare International, Inc. 28 Copyright © 2012 All Rights Reserved
  • 29. Skilled Rehabilitation Overview • Directly related to a written plan of treatment • Requires knowledge/skills/judgment of qualified professional • Services must be considered under acceptable standards clinical practice • Expectation of improvement of restorative potential in a reasonable and predictable period of time….or…. • Establishment of a safe and effective maintenance program Harmony Healthcare International, Inc. 29 Copyright © 2012 All Rights Reserved
  • 30. Basic Criteria for Rehabilitation Services • Must be specifically related to the Physician’s Treatment Plan • Skill of a qualified therapist must be needed • Treatment plan must expect the patient to improve • Services must fall within accepted standards of medical practice and be specific to the patient • The services must be reasonable and necessary Harmony Healthcare International, Inc. 30 Copyright © 2012 All Rights Reserved
  • 31. Denial Management – Get Paid! To hear more about these introductory slides, and all that is still to come, please join me: Date: Saturday, May 4th Time: 10:15 a.m. – 11:45 a.m. Elissa Bovee, Vice President of Operations Harmony Healthcare International http://www.harmony-healthcare.com/ Tweet me your questions! @ElisaBovee Copyright © 2013 All Rights Harmony Healthcare International, Inc. 31 Reserved