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Withdrawal/Redaction Sheet Clinton Library DOCUMENT NO. SUBJECT/TITLE DATE RESTRICTION AND TYPE 001. letter Dr Douglas Wood to Frank Lindsay (1 page) 03/24/1995 b(6) COLLECTION: Clinton Presidential Records Office of the First Lady Jenifer Klein OA/Box Number: 12509 FOLDER TITLE: Correspondence-Other-Maggie Williams' Letters 2014-0536-F kc1355 RESTRICTION CODES Presidential Records Act - |44 U.S.C. 2204(a)] Freedom of Information Act - 15 U.S.C. 552(b)] P1 National Security Classified Information |(a)(1) of the PRA] b(1) National security classified information [(b)(1) of the FOIA] P2 Relating to the appointment to Federal office [(a)(2) of the PRA] b(2) Release would disclose internal personnel rules and practices of P3 Release would violate a Federal statute |(a)(3) of the PRA] an agency [(b)(2) of the FOIA] P4 Release would disclose trade secrets or confidential commercial or b(3) Release would violate a Federal statute |(b)(3) of the FOIA] financial information ((a)(4) of the PRAJ b(4) Release would disclose trade secrets or confidential or financial P5 Release would disclose confidential advice between the President information |(b)(4) of the FOIA] and his advisors, or between such advisors [a)(5) of the PRA] b(6) Release would constitute a clearly unwarranted invasion of P6 Release would constitute a clearly unwarranted invasion of personal privacy [(b)(6) of the FOIA] personal privacy |(a)(6) of the PRA] b(7) Release would disclose information compiled for law enforcement purposes |(b)(7) of the FOIA) C. Closed in accordance with restrictions contained in donor's deed b(8) Release would disclose information concerning the regulation of of gift. financial institutions [(b)(8) of the FOIA] PRM. Personal record misfile defined in accordance with 44 U.S.C. b(9) Release would disclose geological or geophysical information 2201(3). concerning wells [(b)(9) of the FOIA| RR. Document will be reviewed upon request. THE WHITE HOUSE WASHINGTON August 24, 1995 Gail Chasey Beam 425 Aliso Drive, NE Albuquerque, NM 87108 Dear Ms. Beam: Thank you for writing to express your concerns about programs for young children with disabilities. The First Lady shares your commitment to providing children with disabilities the services they need. At a time when Congress is considering dramatic funding reductions, the President and the Department of Education are working to ensure a continuation of quality programs for children with disabilities. The President opposes the bill that the House has passed that would eliminate funding for early childhood education programs for children with disabilities and other important programs such as training for special education teachers. The programmatic changes that the President proposed for fiscal year 1996 were designed to improve services to all people with disabilities, including preschool children. I know that you have also heard from Mr. Thomas Hehir, Director of the Office of Special Education Programs at the Department of Education. As Mr. Hehir noted, by reconfiguring the discretionary grant program, the Department believes that it can ensure that states best meet the needs of all children with disabilities. It is important to note, however, that the Administration's proposed consolidations do not include any funding reductions. Thank you again for sharing your concerns with me. Sincerely, Maggie Margie Willians Williams Chief of Staff to the First Lady Gall Chasey Beam 425 Allso Drive, NE Albuquerque, New Mexico 87108 505/266-5191 February 28, 1995 Date 2/28/95 " of Post-it* Fax Note 7671 pages 2 Secretary Richard Riley To Secy. Riley From Gail C. Beam U.S. Department of Education Co/Dept.) USDept. of Educ Co. 400 Maryland Avenue, S.W. Phone 202/401-3000 Phone 505/266-5191 Washington, D.C., 20202 Fax 202/401-0596 Fax # 505/272-5280 I would like you to know how very disappointed families and advocates are in the President's 1995-1996 budget proposals for the youngest children with disabilities under the Individuals with Disabilities Education Act (IDEA). This budget proposal includes three devastating changes: 1. NO FUNDING FOR PRESCHOOL SPECIAL EDUCATION for children with disabilities, ages three through five (IDEA Part B, Section 619). Preschool funds have been transferred into the Part B state grant program without an earmark to ensure funding for 3-5 year olds. The combination of these grant programs will result in cuts to programs for preschool children. There must be separate funding at the level of at least $670 million to guarantee appropriate services for these children. 2. THE ELIMINATION OF EARLY CHILDHOOD RESEARCH, DEMONSTRATION AND TRAINING PROJECTS and the transfer of those funds to a block grant. The Early Education Program for Children with Disabilities (EEPCD) has provided state- of-the-art knowledge and methods for over 25 years. This program's budget is only $25 million, and it has been evaluated independently as one of the best examples of research-to-practice in the federal government. The blocking of this program will undoubtedly result in a decreased emphasis on very young children and their families. 3. NO INCREASE FOR INFANT/TODDLER PROGRAM (PART H of IDEA) will result in fewer services to these very young children and their families. Last September. all states finally promised to provide services to eligible children and their families, thus increasing the number of children receiving services. Without the federal commitment, states may find it Impossible to keep their promises, putting the program in severe jeopardy across the nation. The funding level needed Is $376 million. Here in New Mexico, where so many children live below the poverty level, and where so many families have to travel great distances to receive services for their young children with developmental problems, the effects of such actions will be suffered widely. Families and advocates are particularly upset that we have not E0 'd FAX NO. 2022059252 USDOE/OSERS JUN-13-95 TUE 10:38 been able to work with the Department of Education on these issues, despite more than 20 years of successful bipartisan collaboration with previous Administrations. In fact, when I called your office about this matter, I was redirected numerous times, and was finally referred to the Director of EEPCD, the program scheduled for elimination. I then called Judith Heumann's office to try to convey my concerns, and was again referred to the Director of EEPCD. I did ask her staff to let her know that It does not feel responsive to have such calls referred an individual who is not at a decision-making level. I would appreciate knowing how we can work with you In the future. Sincerely, GoilC.Beam Gail C. Beam FAX NO. 2022059252 USDOE/OSERS JUN-13-95 TUE 10:38 6/13 6.7610-Jenny McCasthe XD spoke to Elgan at 220p Presidential Correspondence Ed Dept's conespond- Andy 6-7610 40 ence office - #220a 4/10 budget Education responded office on Special since updated Clorid 6-5915 & he'll have d copy will call when faxed. 401-2981 ready MAY-11-1995 08:21 UNIV. PROG.2 Gail Chasey Beam 425 Aliso Drive, NE Albuquerque, New Mexico 87108 505/266-5191 February 28, 1995 President Bill Clinton The White House 1600 Pennsylvania Avenue Washington, D.C., 20500 I would like you to know how very disappointed families and advocates are in your 1995-1996 budget proposals for the youngest children with disabilities under the Individuals with Disabilities Education Act (IDEA). This budget proposal includes three devastating changes: 1. NO FUNDING FOR PRESCHOOL SPECIAL EDUCATION for children with disabilities, ages three through five (IDEA Part B, Section 619). Preschool funds have been transferred into the Part B state grant program without an earmark to ensure funding for 3-5 year olds. The combination of these grant programs will result in cuts to programs for preschool children. There must be separate funding at the level of at least $670 million to guarantee appropriate services for these children. 2. THE ELIMINATION OF EARLY CHILDHOOD RESEARCH, DEMONSTRATION AND TRAINING PROJECTS and the transfer of those funds to a block grant. The Early Education Program for Children with Disabilities (EEPCD) has provided state- of-the-art knowledge and methods for over 25 years. This program's budget is only $25 million, and it has been evaluated independently as one of the best examples of research-to-practice in the federal government. The blocking of this program will undoubtedly result in a decreased emphasis on very young children and their families. 3. NO INCREASE FOR INFANT/TODDLER PROGRAM (PART H of IDEA) will result in fewer services to these very young children and their families. Last September, all states finally promised to provide services to eligible children and their families, thus increasing the number of children receiving services. Without the federal commitment, states may find it impossible to keep their promises, putting the program in severe jeopardy across the nation. The funding level needed is $376 million. Here in New Mexico, where so many children live below the poverty level, and where so many families have to travel great distances to receive services for their young children with developmental problems, the effects of such actions will be suffered widely. I urge you to reconsider sacrificing the needs of young children MAY-11-1995 08:22 UNIV. AFFIL. PROG.2 with disabilities and their families in the interest of budget cutting. Everything we know about these programs tells us that every dollar spent is an investment that is recouped again and again. Families and advocates are particularly upset that we have not been able to work with the Department of Education on these issues, despite more than 20 years of successful bipartisan collaboration with previous Administrations. In fact, when 1 called Secretary Riley's office about this matter, I was redirected numerous times, and was finally referred to the Director of EEPCD, the program scheduled for elimination. I then called Judith Heumann's office to try to convey my concerns, and was again referred to the Director of EEPCD. I did ask her staff to let her know that it does not feel responsive to have such calls referred an individual who is not at a decision-making level, and who, in fact, probably shares many of my concerns. Those of us who worked for your election and who continue to support you hope that our appeal on behalf of these families and their young children will be heard. Thank you very much for your interest in this matter. Sincerely, Gail C. Beam Gail C. Beam MAY-11-1995 08:22 UNIV. AFFIL. PROG.2 Gail Chasey Beam 425 Aliso Drive, NE Albuquerque, New Mexico 87108 505/266-5191 February 28, 1995 Secretary Richard Riley U.S. Department of Education 400 Maryland Avenue, S.W. Washington, D.C., 20202 I would like you to know how very disappointed families and advocates are in the President's 1995-1996 budget proposals for the youngest children with disabilities under the Individuals with Disabilities Education Act (IDEA). This budget proposal includes three devastating changes: 1. NO FUNDING FOR PRESCHOOL SPECIAL EDUCATION for children with disabilities, ages three through five (IDEA Part B, Section 619). Preschool funds have been transferred into the Part B state grant program without an earmark to ensure funding for 3-5 year olds. The combination of these grant programs will result in cuts to programs for preschool children. There must be separate funding at the level of at least $670 million to guarantee appropriate services for these children. 2. THE ELIMINATION OF EARLY CHILDHOOD RESEARCH, DEMONSTRATION AND TRAINING PROJECTS and the transfer of those funds to a block grant. The Early Education Program for Children with Disabilities (EEPCD) has provided state- of-the-art knowledge and methods for over 25 years. This program's budget is only $25 million, and it has been evaluated independently as one of the best examples of research-to-practice in the federal government. The blocking of this program will undoubtedly result in a decreased emphasis on very young children and their families. 3. NO INCREASE FOR INFANT/TODDLER PROGRAM (PART H of IDEA) will result in fewer services to these very young children and their families. Last September, all states finally promised to provide services to eligible children and their families, thus increasing the number of children receiving services. Without the federal commitment, states may find it impossible to keep their promises, putting the program in severe jeopardy across the nation. The funding level needed is $376 million. Here in New Mexico, where so many children live below the poverty level, and where so many families have to travel great distances to receive services for their young children with developmental problems, the effects of such actions will be suffered widely. Families and advocates are particularly upset that we have not MAY-11-1995 08:23 UNIV. AFFIL. PROG.2 been able to work with the Department of Education on these issues, despite more than 20 years of successful bipartisan collaboration with previous Administrations. In fact, when I called your office about this matter, 1 was redirected numerous times, and was finally referred to the Director of EEPCD, the program scheduled for elimination. 1 then called Judith Heumann's office to try to convey my concerns, and was again referred to the Director of EEPCD. I did ask her staff to let her know that it does not feel responsive to have such calls referred an individual who is not at a decision-making level. I would appreciate knowing how we can work with you in the future. Sincerely, Gailc. Beam Gail C. Beam TOTAL P.07 P.01 MAY-11-1995 08:20 UNIV. AFFIL. PROG.2 Training & Technical Assistance Unit A University Affiliated Program The University of New Mexico School of Medicine Albuquerque, NM 87131-5020 FAX # (505) 272-5288 Confirming Telephone # (585) 272-3000 To Fax # 702-456-6244 No. of Pages (excluding this page) 6 TO: ELLi Klein FROM: GAIL Beam DATE: 5/11/5 RE: THE WHITE HOUSE WASHINGTON April 17, 1995 Mr. David J. Crane 1602 Indiana Bay Drive Vero Beach, Florida 32963 Dear Mr. Crane: Thank you for writing to share your innovative suggestions about the use of information-based technology to prevent fraud and abuse and reduce administrative costs in health care pro- grams. As you may know, the Clinton Administration is working to improve the health care system through the use of information technology. Currently, the Administration's Information Infrastructure Task Force is working to foster the creation of a National Information Infrastructure (NII). Our goal is to use the NII to give consumers and health care providers access to specialists and health information regardless of their location. Further, we anticipate that the NII will significantly reduce the current administrative burdens of our paper-based system. You suggested using information technology to increase immunization rates for America's children. As part of the President's childhood immunization initiative, the Federal government sent $129 million to states and local health depart- ments to improve existing services. Many of the localities used their funds to create automated record-keeping services to remind providers and parents to immunize children. I have also forwarded your letter to John Silva, Chair of the NII Task Force's Health Information and Application Working Group. Thank you again for writing. Sincerely, Margare Margaret Ann d Williams Assistant to the President and Chief of Staff to the First Lady THE WHITE HOUSE WASHINGTON Date April 5, 1995 MEMO FROM MAGGIE WILLIAMS TO: Jen Klein The attached is for your: Information Advice Action COMMENTS: I have no idea what this is about- but why don't you put it in your files. Withdrawal/Redaction Marker Clinton Library DOCUMENT NO. SUBJECT/TITLE DATE RESTRICTION AND TYPE 001. letter Dr Douglas Wood to Frank Lindsay (1 page) 03/24/1995 b(6) COLLECTION: Clinton Presidential Records Office of the First Lady Jenifer Klein OA/Box Number: 12509 FOLDER TITLE: Correspondence-Other-Maggie Williams' Letters 2014-0536-F kc1355 RESTRICTION CODES Presidential Records Act - [44 U.S.C. 2204(a)] Freedom of Information Act - 15 U.S.C. 552(b)] PI National Security Classified Information [(a)(1) of the PRAJ b(1) National security classified information [(b)(1) of the FOIA] P2 Relating to the appointment to Federal office [(a)(2) of the PRAJ b(2) Release would disclose internal personnel rules and practices of P3 Release would violate a Federal statute [(a)(3) of the PRA] an agency |(b)(2) of the FOIA] P4 Release would disclose trade secrets or confidential commercial or b(3) Release would violate a Federal statute |(b)(3) of the FOIA] financial information |(a)(4) of the PRA] b(4) Release would disclose trade secrets or confidential or financial P5 Release would disclose confidential advice between the President information [(b)(4) of the FOIA] and his advisors, or between such advisors [a)(5) of the PRA b(6) Release would constitute a clearly unwarranted invasion of P6 Release would constitute a clearly unwarranted invasion of personal privacy |(b)(6) of the FOIA] personal privacy [(a)(6) of the PRA b(7) Release would disclose information compiled for law enforcement purposes |(b)(7) of the FOIA] C. Closed in accordance with restrictions contained in donor's deed b(8) Release would disclose information concerning the regulation of of gift. financial institutions |(b)(8) of the FOIA] PRM. Personal record misfile defined in accordance with 44 U.S.C. b(9) Release would disclose geological or geophysical information 2201(3). concerning wells |(b)(9) of the FOIA] RR. Document will be reviewed upon request. Mayo Clinic 200 First Street Southwest ROCHESTER Rochester, Minnesota 55905 a Douglas L. Wood, M.D. FIRST CLASS MAR29'95 HML MN - Ms. Margaret A. Williams, The First Lady's Chief of Staff The White House I Second Floor West Wing 1600 Pennsylvania Avenue NW Washington, DC 20500 THE WHITE HOUSE WASHINGTON Date 6/20 MEMO FROM: MAGGIE WILLIAMS TO: Milli Alston Neel Lattimore - Pam Barnett Evelyn Lieberman - - Anne Bartley Diane Limo - Liz Bowyer Capricia Marshall - Lisa Caputo Ann McCoy - Kelly Craighead Alice Pushkar - Karen Finney Sarah Ryan - Sara Grote Patti Solis - Julie Hopper Ann Stock - Carolyn Huber Melanne Verveer - Jennifer Klein X - The attached is for your: Information Advice Action X COMMENTS: Cau me- what is this? Viatical= = gathers Funds for a long Journey No response. Org. helps terminally ill people sell their life insurance. notices JUN-17-'94 11:48 ID: TEL NO:212-354-0244 #154 P01 Fax Note 7672 No of Pages Todaye Date C-17-94 Time 1 11:35 EST To From Ms. Maggie Williams Mark B. Leeds Company Company The White House/First Lady's Chief of Staff Leeds Comm. Assoc. Location Location Dap: Charge Wash. DC NYC Fax # Telephone # Pax # Telephone # 202-456-6244 202-456-1414 212-819-0784 212-819-0769 Commonts Original Doctroy Return Call for pickup Second Submission (first time to this FAX number) of Letter to Ms. Williams dealing with health care and a particular aspect involving terminally-ill persons and their care and financial self-sufficiency. juice me this naturace NVA NATIONAL VIATICAL ASSOCIATION P.O. BOX 23434 WACO, TEXAS-76702 (817) 772-3688 FAX (817) 772-6626 January 5, 1994 MG. Maggic Williams, Chief of Staff to Mrs. Hillary Rodham Clinton THE WHITE HOUSE 1600 Pennsylvania Avenue Washington, DC 20500 via FAX: 202-456-2461 Dear Ms. Williams, We write to request your help and quidance on health care and related issues, and to express our appreciation for Mrs. Rodham Clinton's concern and leadership vis-a-viv health care reform. Controlling runaway costs, providing security to every American family, while maintaining quality medical care and precerving basic choices is 80 vital to the American people. We have parallel concerns for ATDS victima, cancer victims and others that are terminally ill. In 1993 the viatical settlement industry paid about $200 million in lump sums of cash to Persons with A108 (PWA) and other terminally ill individuals, to be used 88 they saw fit for health care, medications, food, rent, etc., over the remaining 12-24 months of life. Life insurance companies, through accelerated/living benefits programs, paid under $50 million to PWA in '93, to individuals with 3-6 months of remaining life. Through policy cancellations by insurers of terminally 111 persons that can no longer afford coverage and miss premiums, the major life insurers save $3 billion (yes, billion(i) a year. Those DWA become destitute and are then cared for at taxpayer expense, 80 what was once a personal benefit paid for by the individual and an obligation of the life insurance company, is thusly transferred to the public to fund. in most cases, and as can be documented by The National Association of Persons with AIDS and other groups rep- resenting minorities, women's interests, seniors and others, the viatical option or choice is the only alternative for terminally-ill persons, short of less generous offers (if any) from insurers and the awful choice of exhausting a lifetime's savings and ultimate poverty. As may be expected the life insurance lobbies at the fed- eral and state levels are inclined to hamper or remove the compet- itive threat posed by viatical firmo, to protect that $3 billion windfall. We seek to alert Mrs. Rodham Clinton to this matter and enlist the administration's support as part of the overall health care reform. Relatedly, when PWA lose their jobs and group health coverages, the problem ia aggravated And the viatical option needlessly precluded. we welcome discussing these concerns and pledge our support +or retorm. Mark B. Leeds, NVA Communications Chair MBL: mlf 212-819-0769 THE WHITE HOUSE WASHINGTON May 20, 1994 Mr. Douglas D. Jenner President Superior Mobile, Inc. 545B East Michigan Marquette, Michigan 49855 Dear Mr. Jenner: Thank you for writing about the reductions in Medicare reimbursement rates that your company is facing. I have forwarded your letter to Bruce Vladeck, the Administrator of the Health Care Financing Administration. I have been told that his office is aware of the issues that you raised in your letter and would be happy to work with you to address them. Please feel free to contact me with any additional questions. Sincerely, Margaret A. Williams Chief of Staff to the First Lady we .Re up * 545B East Michigan Marquette, MI 49855 Superior Mobile, Inc. Local: (906) 228-3999 0 Toll Free: 1-800-852-4090 X-Ray & Diagnostics EKG X-Ray Ultrasound March 10, 1994 Margaret Williams, Chief of Staff Office of the First Lady Old Executive Office Building 1600 Pennsylvania Blvd. Washington D.C. 20500 Dear Ms. Williams, Please allow me to introduce my company, Superior Mobile, Inc.. We provide mobile diagnostic services to nursing homes and facilities in the Upper Peninsula of Michigan. These services include mobile x-ray, EKG, pulmonary function exams and ultrasound studies to small hospitals. We have been in business since 1989. As of January 1, 1994, Blue Cross Blue Shield of Michigan reduced our reimbursible rate by 18%. They plan to do this again next year and the year after. A total of 55% in reduction is expected. Enclosed is a letter that explains in detail what happened in the last six months. Our company will no longer exist after this year. The reason I am writing you is that there is a rumor that the First Lady may be coming to the U.P. to discuss healthcare. Please brief her about my companies situation. I would very much like the opportunity to ask Mrs. Clinton a couple of questions and she in turn could relay them to the head of H.C.F.A. 1. If health care services for the elderly are being cut in 1994, what is going to happen in five years when there will be three times as many seniors needing these same types of services?! 2. Since the U.P. is considered "rural" (remote is more the word) H.F.C.A. is making it impossible for some elderly care services to be provided. This is contrary to what health care reform hopes to provide. Shouldn't Medicare and its agencies be working with people like us instead of putting us out of business? I would be happy to talk about healthcare (in particular, elderly programs) and how it will effect the elderly in the U.P. If you need more information or have any questions please don't hesitate to call. 906-228-4514 (work) Sincerely, 906-228-3248 (fax) 906-225-5002 (home) Doug Coo J.Jun Douglas D. Jenner President DDJ/lmr THE WHITE HOUSE WASHINGTON May 2, 1994 DRAFT Ms. Mary Jane Moore 4807 Northwest 27th Terrace Tamarac, Florida 33309-2912 Dear Ms. Moore: I am so sorry that you did not receive a proper answer to your letter to the First Lady about coverage for prescription drugs under the President's proposal for health reform. You have raised a very important issue, and the President is committed to preserving and enhancing the benefits now available to Americans who are over the age of 65. You noted in your letter that you are concerned about a monthly $1,500 deductible for prescription drugs. The Pres- ident's plan does not include any $1,500 monthly deductible. Under the President's plan, Medicare will cover prescription drugs for the first time. Today, some beneficiaries can afford to purchase supplemental coverage for prescription drugs, while many others are forced to choose between medication and food. Under the Clinton plan, after meeting an annual deductible of $250 dollars, beneficiaries will pay 20 percent of the cost of each prescription up to a $1,000 out-of-pocket annual limit. All costs for medication above this limit will be fully covered -- so that you, the beneficiary, pay nothing. Thank you for writing and again, I apologize. Please feel free to contact me with any further questions or concerns. Sincerely, Margaret A. Williams Chief of Staff to the First Lady March 2, 1994 Gary S. Mendoza Department of Corporations Office of the Commissioner 3700 Wilshire Boulevard, Suite 600 Los Angeles, California 90010 Dear Mr. Mendoza: Thank your for your letter about the managed care industry in California and the Department of Corporations' experience as the managed care regulator in the State. I appreciated reading about the role of your department in the development of managed care in California and would be interesting in hearing your views about the implications of this experience for national health reform. We share your commitment to provide high quality health care at an affordable price. Thank you again for writing. Sincerely, Margaret A. Williams Chief of Staff to the First Lady STATE OF CALIFORNIA -- BUSINESS, TRANSPORTATION AND HOUSING AGENCY PETE WILSON, Governor DEPARTMENT OF CORPORATIONS OFFICE OF THE COMMISSIONER 3700 WILSHIRE BOULEVARD, SUITE 600 Please Evel LOS ANGELES, CALIFORNIA 90010 answer xo form THE IN REPLY REFER TO: CALIFORNIA FILE NO: February 1, 1994 Ms. Margaret Williams Chief of Staff Office of the First Lady West Wing The White House Washington, D.C. 20500 Dear Ms. Williams: As the national health care debate unfolds, I think it is important to provide national policymakers with information concerning California's managed care industry and the Department of Corporations' experience as the managed care regulator in California for the past 18 years. I would also respectfully suggest that national health care reform provide states with appropriate flexibility to accommodate those states with strong managed care experience and effective, consumer-oriented regulation, build on these states' successes and consider their regulatory programs as models when designing any national system of regulation. California has the largest and perhaps the most sophisticated managed health care industry in America. Currently, approximately 16,000,000 Californians (or more than 50% of the State's population) receive their health care from the 38 full-service health care service plans (more commonly referred to as HMOs) operating within the State and regulated by the Department of Corporations. Despite the scope of the Department's responsibilities in this area, the Department's Health Care Service Plan Division currently operates with a budget of less than $5 million and a staff of fewer than 80 people. CALIFORNIA'S HISTORICAL EXPERIENCE In the 1960's, major problems in managed care arose when a number of new prepaid health plans were established to provide care to Medi-Cal beneficiaries. In an effort to avoid plan insolvencies and the questionable business practices which could result from inexperienced management operating in an unregulated managed care environment, the California legislature passed the Knox-Mills Health Plan Act in 1965. This Act provided essentially a laissez faire regulatory scheme that proved to be ineffective, and major scandals, including blatant marketing fraud, the unavailability of promised health care services and facilities, and fiscal mismanagement, ensued. Ms. Margaret Williams February 1, 1994 Page 2 The Waxman-Duffy Act, enacted in 1972, provided greater regulatory authority over plans contracting to provide prepaid Medi-Cal services. Unfortunately, this Act also proved to be inadequate to stem the tide of fraud, abuse, and broken promises from the "bad actor" companies. This history illustrates the potential problems that the national debate should consider as policymakers seek to assure the public that managed care is a cost-effective, appropriate means to provide quality health care. California's regulatory framework has successfully met this challenge and may provide guidance to the rest of America. THE DEPARTMENT'S EARLY MANAGED CARE REGULATION To address these problems and create an environment to foster the responsible growth of managed care, in 1975 the California legislature enacted the Knox-Keene Health Care Service Plan Act ("Knox-Keene Act"), a comprehensive regulatory scheme to promote the delivery of health care to the people of California. The Department promptly and vigorously enforced the Knox-Keene Act to remove the "bad actors" from this industry and to address the major problems of managed care that prompted adoption of the Knox-Keene Act. This effort was successful, and most people have only a dim recollection, if any, of the serious problems which the Knox-Keene Act effectively addressed. Unfortunately, this has not necessarily been the experience in other states. For example, the recent Nunn Committee hearings identified health carriers in other states that had mismanaged funds intended to pay for health care coverage by diverting these funds to questionable investments and activities in the interest of plan management rather than plan enrollees. THE GROWTH OF MANAGED CARE IN CALIFORNIA During the past 18 years of steady, predictable regulation by the Department of Corporations, the managed care industry has developed from a fledgling movement to a sophisticated, well-financed industry with a solid overall record of achievement. As I noted before, approximately 16,000,000 people, or more than 50% of California's total population of 31,552,000, receive their health care through a full-service health care service plan regulated by the Department of Corporations.¹ By way of contrast, no more than 4,000,000 1 Although this letter focuses on full-service plans, you should also know that the Department currently regulates 34 dental plans, 8 vision plans, 16 mental health plans and one pharmacy plan. Approximately 23,000,000 Californians are enrolled in these specialty plans. Ms. Margaret Williams February 1, 1994 Page 3 Californians receive their health care benefits from insurance companies regulated by the Department of Insurance. This disparity has not been driven by any government mandate. Rather, it is a market- driven, private sector recognition of which system of providing health benefits best delivers the quality, cost-effective care that payors and patients are seeking. Managed care has simply done a better job containing premium cost increases, decreasing hospital admissions and costs and providing more benefits to consumers than nonmanaged care within the State. KEY FEATURES OF THE DEPARTMENT'S MANAGED CARE REGULATORY PROGRAM Financial Stability. The Department has established financial reserve requirements (referred to as "tangible net equity") that have successfully ensured the financial viability of health plans in California. While other states have set up guaranty associations, California has resisted this as a costly approach that forces strong plans to underwrite less capable plans. The Department reviews regular financial reports to ensure the plans' ongoing financial viability, conducts periodic financial audits and has the authority to place plans with certain indices of potential trouble on a close watch. The Department can put a plan into receivership or take other enforcement action if the well-being of the enrollees is imperiled. Plans are required to provide the Department with a complete description of the methods of payment to providers. The Department scrutinizes the plan's various insurance policies and other provisions for extraordinary losses. A plan's administrative costs are capped to prevent unreasonable amounts of enrollee premium from being diverted from the actual provision of health care. If the plan wishes to go into another line of business separate from its health care business, it must seek approval from the Department. Again, this safeguard is designed to prevent health plan premiums from being diverted and the financial strength of the plan from being compromised. Benefits. The Knox-Keene Act explicitly mandates the scope of services that must be provided or offered to enrollees. Full-service plans are obligated to provide all medically necessary care, including: (a) physician services, including consultation and referral services; (b) hospital inpatient services and ambulatory care services; (c) diagnostic laboratory and diagnostic and therapeutic radiologic services; (d) home health services; (e) preventive health services; and (f) emergency health care services, including ambulance services and out-of- area coverage. In addition, plans can negotiate with employers and individuals to expand this basic package according to their resources and needs. Ms. Margaret Williams February 1, 1994 Page 4 Quality Assurance. The Knox-Keene Act regulations promulgated by the Department implement the Act's strong emphasis on assuring the quality of care provided to enrollees. These regulations have been enhanced over the years in the direction of stronger requirements, through a collaborative process including input from the health plans themselves. The institutionalization of quality assurance distinguishes health plans in California from the more traditional means of monitoring the quality of care, which for all practical purposes relies upon state professional licensing boards for policing quality. These licensing boards handle individual professional complaints and enforcement cases which come to their attention, but they do not have the authority to insist upon systematic procedures to assure the delivery of quality care. Quality assurance systems are among the most important features of managed health care, and the historical record in California illustrates their efficacy. Integrity of Medical Decision-Making. The Department goes to considerable lengths to ensure that medical decisions are not inappropriately influenced by administrative or fiscal considerations. While California HMOs have proven to be cost-effective compared to alternative models of health care delivery, it is critical that these savings be realized without compromising the quality of care. The structures of plans are scrutinized to ensure this protection, and the quality of care that HMO network providers furnish is far more carefully analyzed and assessed than that of traditional fee-for-service providers. Enrollee Grievance Systems and Disclosures. Every plan is required to have a detailed procedure that allows enrollees to effectively register complaints or grievances against the plan. These procedures include appeals processes that provide for the Department of Corporations to be the final arbiter. There are detailed requirements governing the content of informational materials that must be given to plan enrollees. The text of these documents is carefully reviewed by the Department and changes necessary for full and fair disclosure are regularly insisted upon. Advertising by plans in California is subject to review by the Department, with a heavy emphasis on clear and full disclosure and the absence of deception. Provider Networks; Contracts and Controlling Corporate Documents. A managed health care plan is frequently woven together by a vast web of contractual relationships. The Department scrutinizes in detail the adequacy of a plan's provider networks, including referral patterns and procedures, to assure the accessibility of these providers to the places of work or residence of the enrollees of the plan. All plan contracts are subject to prior approval by the Department, whether provider contracts, subscriber contracts, contracts for administrative services or solicitor contracts. All are carefully reviewed by the Department to ensure that they are reasonable and satisfy regulatory requirements. Ms. Margaret Williams February 1, 1994 Page 5 Staffing and Enforcement. The Department relies on a broad spectrum of professional disciplines to carry out its managed care regulatory responsibilities, including medical and other healing arts professionals, financial examiners, attorneys, investigators, health analysts and consumer service representatives. The Department also has a broad range of disciplinary and enforcement powers to exact compliance with the requirements of the Knox-Keene Act. For example, the Department can issue orders prohibiting marketing of a plan's services and can seek civil penalties, and, where appropriate, plan license revocation. NEW REGULATORY INITIATIVES As you know, the health care industry is one of the most dynamic in America. The Department has a series of initiatives to respond to ongoing developments in the managed care industry and to keep abreast of market forces. I have enclosed a copy of an article written by Alain Enthoven (the founder of the Jackson Hole Group) that appeared in the January 17, 1994 edition of The Los Angeles Times. As that article indicates, it is possible to improve the quality of the health care that patients receive and lower the costs of that care through, among other things, integrated delivery networks and the development of better information systems that identify those organizations or entities that provide quality health care. The Department has formed two task forces to deal specifically with these issues. In September, the Department convened the first meeting of a task force it formed to review the Department's regulatory policies with respect to risk sharing arrangements. Increasingly, medical groups and hospitals are seeking to develop integrated delivery networks to assume greater financial risk for health care services and more effectively manage patient care. This task force has been asked to help the Department develop appropriate operational and financial safeguards to make certain that the public remains protected if the Department's policies in this regard are revised. Building upon our historical emphasis on the importance of quality care, the Department has convened another task force to help the Department develop performance benchmarks that would increase the ability of the Department, and purchasers of health care, to determine if enrollees are receiving appropriate, quality care. This initiative began in January 1994. CONCLUSION As you can see, California has a great deal of experience and success with managed care, and the Department of Corporations has more regulatory experience in this area than perhaps any other state regulatory body in the United States. With this strong record, I believe the Ms. Margaret Williams February 1, 1994 Page 6 Department can provide important insights during the critical debate on national health care reform, and we would welcome the opportunity to share our experiences with the nation as a whole. Very truly yours, GARY upp S. MENDOZA Commissioner of Corporations GSM:ad CS ANGELES TIMES 37 Commentary PERSPECTIVE ON HEALTH CARE TELLS THEN, YOU INSURER CHOICE ABOUT Raise Quality by Lowering Costs you UMP UP, CRAZED WITH AND BERSERX! END YOUR hospitals purchase expensive equipment for the cost of care and. therefore. for the even if they cannot fully utilize it. and "cost of poor quality." and hold providers beds go unfilled while hospitals continue accountable for quality outcomes. to build capacity. There :S no incentive to With this new set of incentives. ac- keep individuals healthy because there :S countable health pians would sees to no reimbursement for it. Providers are attract committed and responsible physi- paid less for pursuing a less invasive. but cians. Finding, training and retaining the equally effective. non-surgical treat- most qualified group possible in the right ment quanuties and specialty mix for the OUR In the current system. there is no population served vouid be key to finan- NO: match between resources and needs. This cial success. Accountable health plans country has trained too many specialists would give doctors incentives to provide incentive for providers now is and too few primary-care physicians. A high-quality. low-cost care and the 1001S to use the most costly surfeit of specialists is bad for your health they need to do so. and bad for your pocKeTpooK. If there Information systems could be used to treatment. There's no reward were fewer. we could pay them well and identify and adopt cost-effective care. just keeping people healthy. give them full schedules. They couid care Quality management and improvement DIRECTOR for the same population at less cost techniques would be employed routinely By ALAIN C. ENTHOVEN Because they would be proficient. their Providers would study variations in prac and SARA J. SINGER work would be of high quality. Because tice patterns to determine and adopt what they would be busy. there would be less makes sense. They vouid be held ac- unnecessary surgery. countable for quality outcomes because EFF DANZGER Christian Science Monitor T o improve quality in health care. To make matters worse. there is no the remuneration of the entire group cut costs. Sounds counterintuitive. Filming those anti-heaith-care commerciais. accountability for cost or quality because would be at stake. Technological redun- but in health care. as 'n most providers are not paid on the basis of dancy would be eliminated other reforms they propose. snould not be confused with cost reduc- businesses. quality and economy go hand either. Problems in health-care delivery. Costly specialized procedures would be Price controls would limit premium non. While a country can limit the cost of in hand. One of the biggest misconcep- such as lack of immunizations and other concentrated in efficient regional centers increases CC the consumer price index treatment. as Britain and Canada have tions in the health-reform debate IS that preventive measures. are viewed as iso- where physicians are busy enough to pius 1.5% in 1996. phased down to the done. by shifting the cost of illness back I you cut the cost. quality will suffer. lated issues. They are not They reflect a maintain proficiency and achieve admin- index plus zero in 1999. Such targets and onto patients in the form of treatments Right now. providers-hospitais. doc- systemic problem: No one IS accountable istrative economies of scale. There is a better couid be me! a few years later or a delayed or denied. the only way to reduce tors and other practitioners-we in a for getting the job done. well-documented correiation among high thoroughiy reformed competitive system the total social cost of illness and ILS system in which everyone IS rewarded Even physicians have come to dislike volumes. low mortality and low COSL The with the strongest possible market incen- treatment :S to improve the efficiency for providing more. not necessarily bet- the traditional fee-for-service mode! be- Pennsyivania open-heart surgery study. tives. without price controis. and effectiveness of care delivery. What ter. care. This traditional fee-for-service. cause it sets them up in an adversarial for example. studied 35 hospitais doing There is a great deal or waste in the is best for society is to minimize the cost remote third-party-payer mode! pays per relationship with payers. Physicians rou- coronary artery bypass graft operations. health-care system and 01g opportunities of illness and treatment. procedure, regardless of the outcome. In tinely must respond to calls from lesser- The procedure at the hospital with the for cutting cost without cutting the In general. the rationale that high- a world such as this. providers. no matter qualified insurance company representa- best risk-adjusted mortality rate cost quality of care. To reauze potential quality health care must be expensive IS how ethical. have an unavoidable incen- tives who question their choice of treat- $21,000: at the worst it was $84.000. and savings. the industry needs time to flawed. in fact. biten the opposite :S true. tive to provide the most costly treatment. ments. on average was $44.000. If every hospital reorganize. restructure. retrain and n- Mistakes cost lives and doilars. Providers Wide variations in practice patterns Better care at less cost IS possible performed at the level of the most stall programs of continuous quality and must be given toois and held accountable among physicians suggest that more through integrated financing (that :5. proficient hospital. Pennsylvania aione productivity improvement. This cannot for noing I right the first time. We procedures are not necessarily related to insurance and delivery systems (hospi- could save $350 million in one year for happen overnight believe that this can only be achieved better outcomes. A medical director of an tais and physicians). Under the new ruies this one procedure. A similar result could If the Clinton pian succeeded in meet- through market forces and accountable East Coast heaith-maintenance organi- of the game. all would benefit by keeping De true or other states. ing its cost-containment goals. likery health pians. cation studied practice patterns and 00- individuals under their care healthy. or. We 10 not mean to suggest that any consequences vouid be urbitrary cut- served a fiveroid to tenfoid difference in once sick. by making them well in the means of cutting costs is acceptable. backs in service and care. then queues Alain C. Enthoven :s 1 professor of the costliness of practice patterns of most efficient way possible. Such a Arbitrary CULS put quality at risk. The and rationing n the form Dt spending management It Staniorn University 3 iifferent doctors. usually with no evi- system would give providers responsibii- Clinton Administration's proposal for reductions not thought through for ack Graduate School or Business ind a member :ence ef difference in outcomes. Itv for individuals comprehensive care health- are reform sets unrealistic limits or time and ncentives. especially = the " me luckson Hole Group in organization he racitional system :ces not for e. fured certodic cayment set premium increases riven snor: care suffer md onlicy inu- scheme and ame for