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100

Preservice, concurrent,  and retrospective 

What are the 3 types of reviews completed by the UM department ?

100

A utilization management program used in hospital and health plan setting based on evidence based guidelines- including care pathways to aid in decision making  

What is MCG?

100

This review of services/treatments prior to the service date is considered the prior authorization. Accounts for the highest volume of requests reviewed. Includes planned inpatient hospitalizations or procedures, outpatient services and  home health items, services and/or equipment.

What is Pre-service review

100

› Focuses on identifying and removing any barriers to a smooth, safe and timely discharge to home or to a less intense inpatient setting. 

› Helps ensure that individuals can quickly and safely transition to home or a lower level of care without unnecessary delay.

What is Discharge Planning?

100

An eligibility file containing member enrollment information 

What is the 834? 

200

Enhanced standards and quality of care by providing disease management interventions to the appropriate patient group 

Multi -disciplinary collaboration 

Reduction in LOS 


What is benefits to the provider?

200

Utilization Management Component

Standards and Guidelines

Internal Quality Improvement Process

Clinical Information

Agreement and Collaboration with Clients– e.g., Delegation

Denial Notices

Privacy and Confidentiality

Policies for Appeals

UM Program Structures

Appropriate Handling of Appeals

Clinical Criteria for UM Decisions

Satisfaction with the UM Process

Communication Services (access tostaff)

Emergency Services

Appropriate Professionals

Triage and Referral for Behavioral

Healthcare

Timeliness of UM Decisions

Delegation of UM Activities

What is NCQA Utilization Management Standards and Guidelines?

200

•CMS Managed Care Manual

•State Insurance Regulatory Bodies

•Individual Health Plans and Payor Requirements

•Specialty Medical Society Guideline

What is Other Standards for UM Procedures?

200

Right Care 

Right Place 

Right Time 

What 3 UM Rights?

200

ICD-10

CPT Codes 

HCPS

What are codes needed to submit  PA?

300

The evaluation of the appropriateness, medical need and efficency of health care services, procedures and facilities according to establishned criteria or guidelines and under the providions of an applicable health benefit plan?

What is Utilization Management?

300

Reduce over- and under utilization 

Increase defensibility and reduce risk 

Aligh stakeholders 

Support Performance management 

What are reasons we use MCG?

300

This occurs while treatment is in progress and usually starts within 24-72 hours of admission to a hospital. Also focused on skilled nursing facility, residential BH care, intensive outpatient BH care and ongoing ambulatory care. Focuses of the review are to track utilization of resources and the patient's progress, and to reduce denials of coverage after the treatment is complete. Comprised of Care Coordination, Discharge planning, and Transition of Care

What is Concurrent review?

300

The process of verification of application of clinical standards required per contact


What is IRR?

300

Financial requirements (such as coinsurance and copays) and treatment limitations (such as visit limits) imposed on mental health or substance use disorder (MH/SUD) benefits cannot be more restrictive than the predominant financial requirements and treatment limitations that apply to substantially all medical/surgical benefits in a classification

What is MH parity?

400

•PA list includes services and procedure requiring review prior to the member receiving care.

•Is plan specific.

•Published on SHP website and in member benefit materials.

•Designed to eliminate barriers for members with chronic conditions/special health care needs


What is a Prior Authorization?

400

Focus on health treatments that a provider would supply to a patient based on sound clinical judgement. The activity must be used to evaluate, diagnose, or treat an ailment, injury, disease, or its symptoms. 

What is Medical Necessity?

400

This is performed after treatment is complete. Its purpose is to assess the appropriateness, effectiveness, and timing of treatments, as well as the setting in which they were delivered. Post service review of services that require prior authorization is limited by exception reasons. If an exception is granted the same criteria and plan benefits and guidelines are applied to the request or case as would be applied for pre-service requests.

What is a Retrospective review?

400

These professionals make decisions to increase efficiency in providing health care services.

What is a Care Manager?

400

Different timeliness standards may apply between payor contracts

What is TAT - Turn-around-time

500

Medicare Special Needs Plans

LTSS

CCO / ACO 



What are models of Managed Care?

500

All physicians, in-or out-of network, call a medical director to discuss a case that may have been denied. or any case for which they have questions

What is peer to peer ?

500

•A request for a health care product or service where application of the time frame for making routine or non-life-threatening care determinations:

   a. could seriously jeopardize the life, health or safety of the   member or others, due to the member’s psychological state;

  OR  b. In the opinion of a practitioner with the knowledge of the   member’s medical or behavioral condition, would subject the   member to adverse health consequences without the care or   treatment that is subject of the request.

What is an expedited request?

500

• Per Thousand Members Per Year (PTMPY) Medical/Behavioral Services–Inpatient Admissions–Inpatient Days–SNF Admissions–SNF Inpatient Days–Home Health Visits–ER visits–OP visits

•Pharmacy Utilization–Generic prescription rate–Adherence rates as measured by timely refills

•Other Per Member Per Month (PMPM) or Per Year (PMPY)–PCP visits–Specialty Referrals–High cost imaging studies (MRI, PET scans)–Costs per episode of care


What are Common UM Metrics for Program Evaluation ?

500
  • The patient meets one or more of the exclusionary criteria mentioned above (both contractual and operational);
  • The patient does not meet inclusionary criteria;
  • Treatment at the requested level of care is not justified as medically necessary;
  • There has been an improvement in functional impairment, severity of illness and risk factors such that the patient does not require treatment at the requested level of care;
  • There has been an improvement in functional impairment such that the patient can resume a reasonable level of functioning in most areas of his/her life, maintaining ongoing support through community resources;
  • The treatment plan indicated is not appropriate to the treatment of the original problem(s) identified, or is not indicative of solution-focused, brief therapy;
  • Following an adequate period of treatment, it does not appear that further treatment will produce significant improvement in the level of functional impairment;
  • The patient is repeatedly non-compliant with one or more aspects of the treatment plan, thus impairing the progress and stability of treatment;
  • The patient's benefit is exhausted

What are frequent denial reasons?