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Originally Processed With FOIA(s): FOIA Number: S; 1999-0118-F FOIA MARKER This is not a textual record. This is used as an administrative marker by the George Bush Presidential Library Staff. Record Group/Collection: George H.W. Bush Presidential Records Collection/Office of Origin: Speechwriting, White House Office of Series: Aarhus, Carol, Files Subseries: Alpha File, 1990-1992 OA/ID Number: 13863 Folder ID Number: 13863-005 Folder Title: Health Care [1] Stack: Row: Section: Shelf: Position: G 19 2 5 4 The President's Comprehensive Health Reform Program OF SEAL OF THE THIB & February 6, 1992 Table of Contents Page 1. Overview 1 2. Principles for Reform: Building on American Strengths 5 3. Expanding Access and Increasing Affordability Through Market Re- form 17 4. Expanding Access Through Tax Measures to Help People Pay for Insurance 27 5. Making the System More Cost-Effective 31 A. Overview 31 B. Encouraging Coordinated Care 36 C. Providing Comparative Value Information for Health Purchasing 42 D. Encouraging Personal Responsibility and Prevention 45 E. Malpractice Reform: Changing Incentives for Provider Behavior 50 F. Reducing Administrative and Paperwork Costs 56 G. Making Public Programs More Efficient 60 (1) Reforming the Medicaid Program by Enhancing State Flexibility 60 (2) Phasing-Out Duplicate Subsidies and Increasing Efficiency in Other Federal Programs 65 6. Problems With Alternative Approaches 69 A. The Canadian Model 69 B. Play-or-Pay 77 7. Examples of Impacts on Individuals and Families 85 References 89 i Chapter 1 Overview HIGHLIGHTS: The President's Plan For Comprehensive Health Care Reform The President's Plan is a comprehensive, market-based reform that builds on the strengths of our current system to provide access to affordable insurance for all Americans. The President's plan guarantees access to health insurance for all poor families through a transferable health insurance tax credit (certificate)-available even to those too poor to file taxes-that is large enough to purchase a basic health package ($3,750 for a fam- ily). The President's plan provides insurance security for all Americans. The fear of "job lock"-where workers can't move to another job without losing access to insurance-is elimi- nated. Limits on the availability of insurance for those with "preexisting conditions" are eliminated. The President's plan will reduce the cost of health insurance through major market reforms. Smaller businesses and individuals would be pooled into larger groups-so they can receive the same favorable health coverage enjoyed by large employers. Millions of people who now can not find affordable insurance will be helped. The President's plan provides new help to the middle class to pay for health care. Up to $3,750 in health insurance costs can be deducted by families with incomes less than $80,000. Over 90 million Americans will receive new assistance for health costs. The President's plan encourages the growth of coordinated care-in private plans, Med- icare and Medicaid. Laws limiting coordinated care would be prohibited-as would costly State mandated benefit laws. The comprehensive plan encourages individuals, employers and health providers to use coordinated care systems. The President's plan will use the power of an informed marketplace to help control costs by providing consumers with better information and by giving individuals the resources to choose the coverage that best meets their needs. The President's plan would reduce administrative costs through regulatory reforms that will streamline the current paperwork maze, and through market reforms that allow small employers to share-and thereby substantially reduce-administrative costs. The President's plan includes major malpractice reform. A comprehensive liability re- form plan is proposed to reduce the costs of malpractice and the resulting defensive medicine that burdens the U.S. health system. The President's plan would expand services in underserved areas. Many inner city and rural areas have acute shortages of doctors and clinics. The President's budget expands fund- ing for Community Health Centers, Migrant Health Centers and the National Health Service Corps to increase preventive care in these areas. The President's Plan Does Not: - include governmental price regulation or rationing of health care; - burden small business with new and costly mandates that will stifle the creation of new jobs and be passed on in higher product costs and higher taxes for all Americans; - require massive tax increases like "play or pay" and national health insurance; - threaten poor older Americans with benefit reductions or premium increases. 1 2 The President's Comprehensive Health Reform Program The President's Plan builds on a system benefit package. To reduce the rapid growth that provides the world's best health care. of health spending, the plan makes radical The plan provides all Americans access to reforms in the health insurance system and affordable health care coverage through a includes strong incentives for the development transferrable health insurance credit (cer- and expansion of coordinated care systems tificate)-available even to low-income Ameri- and other efficient arrangements for delivering cans who do not file tax returns-that can high quality health care. be applied to the purchase of a basic health Summary Highlights Expanding Access to Health Care (See Health Insurance Networks (HINs)- Chapters 3 and 4) Pooled-Purchasing Power.-When it comes to health insurance, small businesses do Transferrable Health Insurance Credits (cer- not have many of the advantages of large tificate) and Deductions-Benefitting Approxi- businesses. Large companies can self in- mately 95 Million Americans- sure and avoid expensive benefit mandates A transferrable health insurance credit and premium taxes. Large firms are sold (certificate) or tax deduction would be coverage similar to that purchased by available to ensure access to affordable small firms, but at much lower prices. A health care coverage for moderate and new way of purchasing insurance, HINs low-income families. About 95 million would enable small firms to purchase low Americans would receive assistance. When cost, high quality health insurance. HINs fully implemented, families with incomes would enable small businesses to buy below the tax filing threshold, approxi- lower priced insurance by reducing admin- mately the poverty line, would receive a istrative costs and by exempting insurance credit of up to $3,750, sufficient to pur- purchased from HINs from excessive State chase basic health benefits. Similarly, in- mandates, anti-managed care laws, and dividuals would receive $1,250 and two- premium taxes. For the first time, groups person families $2,500. A health insurance like the National Federation of Independ- credit (certificate) or deduction (also up to ent Business, National Small Business $3,750 per family) would be available to United, and the U.S. Chamber of Com- individuals, two-person, and larger fami- merce would be able to offer affordable lies with annual incomes up to $50,000, health plans to their members nationwide $65,000 and $80,000, respectively. or join with other groups to increase pur- chasing power in State or local markets. Market Reform- Insurance Affordability.-In the near Basic Benefits.-States would be required term, premium costs for similar policies to develop a basic health insurance pack- sold to firms in a single block of business age equal to the value of the health insur- could vary by no more than 50 percent. ance credit. This would enable low-income A health risk adjustment across insurers families to purchase adequate health care would be phased in-removing premium coverage. disparities and allowing for plan flexibility Insurance Security.-Workers changing within a new insurance market driven by jobs would no longer face concerns about competition on quality and costs. "job lock"-the inability to change jobs for Containing Health Care Costs (See Chapter fear of losing access to insurance. Health 5) insurers would be required to provide cov- erage to all employers requesting it. Cov- Malpractice Reform.-The threat of mal- erage would be guaranteed, renewable, practice litigation prompts physicians to and preexisting condition limits would be order tests and perform procedures, ena- eliminated. bling them to assert that every effort has Overview 3 been made to provide the best health care. also be required to adhere to uniform These defensive practices are extremely claims processing procedures, a source of costly to the system. To address this, the additional administrative savings. President's plan would provide incentives Expanded Use of Coordinated Care- to States to: (i) eliminate joint and several liability for non-economic damages, (ii) cap -In 1990, approximately 40 million Amer- non-economic damages, (iii) eliminate icans were enrolled in a coordinated care rules that permit double recovery, (iv) re- system-up from 10 million in 1980. The quire structured awards, (v) promote pre- President's plan encourages broader use trial alternatives, and (vi) implement new coordinated care including preferred pro- procedures to improve quality of care. vider organizations, point-of-service Also, standards of care, developed in con- choice plans, case management, HMOs, junction with the medical community, and other forms of coordinated care. would be explored as a means to remove -States would be encouraged to develop physician uncertainty over malpractice coordinated care systems and would be litigation. prohibited from having laws that hinder effective operation of these systems. Ex- Improving Consumer Information.-To as- cessive State-mandated benefits-that sist individuals and employers in evaluat- increase the cost of insurance-would be ing various health insurance policies, con- sumers would have access to information, prohibited. that would provide information like that -Medicare reforms would encourage in- creased coordinated care enrollment and in "blue books" on the average cost of serv- increase incentives for coordinated care ices and the quality of care provided by systems to contract with Medicare. The physicians, hospitals, clinical laboratories, and other health care providers. This will President's plan also would make it easi- help control costs by providing consumers er for beneficiaries of retiree group with comparative value information that health benefit plans to be served by co- will enable them to make more informed ordinated care systems. choices. Increased Flexibility for State Programs.- Reducing Administrative Costs.-The States are encouraged to implement a co- President's plan will reduce administrative ordinated care-based Medicaid program. costs, which now total $43 billion a year, They also would have the flexibility to re- by more than 25 percent through elec- design their entire health care systems. tronic billing for providers, electronic bene- -States could choose to combine current fit cards for policyholders, simplified utili- Medicaid funding with the new benefits zation review, and insurance market re- provided through the health insurance forms. credit (certificate) to develop a single Insurance law changes and market re- unified health plan for their low-income residents. forms will cut back the paperwork blizzard -With the new Federal health insurance that confronts all insured Americans-and costs billions of dollars. Standardized credit (certificate), all poor residents are claims procedures and other reforms will guaranteed basic health coverage-with- reduce administrative costs. For small em- out any further fiscal burden on the States. This will allow States to more ployers, administrative costs may account for as much as 40 percent of the cost of effectively allocate their health re- insurance purchased. Marketing to and sources for Medicaid and for the nonpoor servicing small employer policies is costly. population. HINs, which unite many purchasers, Cost-Effective Services are Expanded in would reduce the cost of insurance admin- Underserved Areas.-The inner city and istration and premiums. These costs are rural areas have acute shortages of doctors usually under 10 percent for large busi- and clinics. The President's fiscal year nesses. Federally certified HINs would 1993 Budget expands funding for Commu- 4 The President's Comprehensive Health Reform Program nity Health Centers, Migrant Health Cen- faster than in the U.S.; patients endure ters, and the National Health Service long lines and wait for surgery and access Corps to expand preventive care in these to advanced technology; and, high quality areas. care is rationed. A Canadian-style plan Prevention.-The President's fiscal year would require from $250 billion to $500 1993 Budget includes $26.4 billion, an in- billion a year in new taxes. For quality crease of nearly $4 billion (18 percent), care, many Canadians go to the U.S. for preventive health activities. Prevention Play-or-Pay Model.-"Play-or-pay" would funding has increased by more than $11 hurt workers by increasing unemployment billion (74 percent) since 1989. The Presi- and forcing employers to cut wages to off- dent's fiscal year 1993 Budget proposes in- set mandated costs. One study indicates creases of 18 percent for childhood immu- that under "play-or-pay" between 400,000 nizations and infant mortality reduction, to 700,000 jobs would be lost in the short- a 27 percent increase for Head Start and Early Childhood Development, a 24 per- run, and up to 2 million jobs could be lost cent increase for breast and cervical can- in the long-run. The "play-or-pay" system cer mortality prevention, and a 90 percent is structurally unsound and guaranteed to increase for childhood lead poisoning pre- degenerate into national health insurance. vention. Upon enactment, 59 million privately-in- sured Americans would fall into the public Alternative Approaches (See Chapter 6) plan and the plan's instability would quickly force universal public coverage. The two alternative approaches to health Play-or-pay is a tax on low-wage workers care reform have fundamental structural and would result in millions of lost jobs. weaknesses: Finally, at least $37 billion per year in Canadian Model.-In Canada neither pro- new and additional taxpayer-financed sub- viders nor consumers have incentives for sidies would be required to adequately efficiency; health care costs are growing fund the public plan. Chapter 2 Principles for Reform: Building on American Strengths Overview Reform should preserve the strengths of the U.S. system while addressing its weak- The cost growth of the U.S. health care nesses. Reforms should not destroy its in- system is unsustainable, both for individ- centives for choice, quality, and innova- ual Americans and for the economy as a tion. whole. The President's Principles for Reform es- Even with rapidly increasing health tablish guidelines for a comprehensive re- spending, 13 percent of Americans do not structuring of a market-based health sys- have access to health insurance. tem. Most federal health care support goes to Americans need and deserve adequate access the non-poor, the segment of society that to affordable high quality medical care. Health least needs government assistance. care in the United States has evolved into Despite the shortcomings of the American the world's most sophisticated and advanced system, it delivers the world's best quality system. care, and the world's most sophisticated Our health care system has strengths and health technology. weaknesses. A clear understanding of both is essential in guiding policy development. Principles for Reform The President has determined that several principles should guide the development of a com- prehensive approach to health reform. The reform should: Build on the strengths of an American health system that provides the highest quality health care in the world; Assure access to basic health insurance for Americans, and increase the affordability of such cov- erage; Promote consumer choice to ensure that the health care system continues to respond to the needs and concerns of Americans; Strengthen market incentives for providers and health plans to improve quality while controlling costs; Emphasize prevention and personal responsibility; Reduce abuse and wasteful excess; Meet the requirements of fiscal responsibility and budget discipline. The approach should not: Force the American people to give up the choice and diversity that makes the American health system unique; Lead to comprehensive governmental price controls and rationing health care by government; Create new spending mandates for States and employers; Require a net increase in taxes; or Threaten older Americans with the prospect of either benefit cuts or premium increases. These tests cannot be met by either "Canadian-style" or "Play-or-Pay" approaches to reform. Such approaches necessarily involve major tax increases, comprehensive governmental price controls, or ra- tioning. 5 6 The President's Comprehensive Health Reform Program Understanding the Cost and Access continues unchanged, health care could Problems consume over 16 percent of GDP by the year 2000, and between 27 and 43 percent of GDP Health care costs are increasing too fast by 2030 under mid-range and high-range pro- and too many Americans have inadequate jections (Sonnefeld et al., 1991). access to health care. The causes of the cost and access problems are complex. Unfortu- These costs are shouldered by everyone- nately, simplistic proposals, such as reducing individuals, business and government. The administrative costs to fund a universal access federal government is spending increasing program, are unrealistic (Doherty, 1991). proportions of the federal budget on mandatory health outlays. Before the year 2000, health Moreover, the cost and access problems entitlement programs (Medicare and Medicaid) are not easily solved simultaneously. The will surpass Social Security as the single political system tends to trade cost-control largest component of federal spending. Federal for access, and vice-versa. Addressing the Medicaid spending alone has grown from access problem inescapably means re-allocat- $14 billion in 1980 to $37 billion in 1989 ing tens of billions of dollars each year. to a projected $84 billion in 1993. These Addressing the cost problem requires correct- figures reflect a 43 percent increase for ing perverse incentives and market distor- last year alone, an increase of 227 percent tions-to encourage more efficient behavior since 1989, and an increase of 600 percent by individuals, insurers, and health providers. since 1980. Unsustainable Cost Growth.-Currently, Medicare spending will have grown from total health care expenditures are about 13 $34 billion in 1980 to about $131 billion percent of the Gross Domestic Product by 1993-an increase of nearly 300 percent. (GDP)-up from less than 6 percent of GDP Unrestrained, Medicare will grow at an aver- only three decades ago. If the current system age rate of 12 percent per year from 1993 Chart 1. HEALTH SPENDING IS PROJECTED TO REACH 16.4% OF GDP PERCENT BY 2000 -- RISING FROM 5.3% IN 1960 50 40 CURRENT LAW EXTRAPOLATION OF CURRENT TREND CURRENT LAW 30 MID-RANGE PROJECTION 20 HISTORIC 10 0 1960 1970 1980 1990 2000 2010 2020 2030 FISCAL YEAR SOURCE: Health Care Financing Administration, Office of the Actuary Principles for Reform: Building on American Strengths 7 Chart 2. PROJECTED SOCIAL SECURITY AND HEALTH ENTITLEMENTS FOR 1990-2030 $ BILLIONS 8,000 7,000 6,000 HEALTH ENTITLEMENTS (MEDICARE/MEDICAID) ASSUMES CONTINUATION OF SPENDING GROWTH RATES 5,000 HEALTH ENTITLEMENTS (MEDICARE/MEDICAID) 4,000 ASSUMES SIGNIFICANT SLOWING OF SPENDING GROWTH 3,000 2,000 1,000 SOCIAL SECURITY 0 1990 1995 2000 2005 2010 2015 2020 2025 2030 FISCAL YEAR Note: Health entitlement projections based on data provided by Health Care Financing Administration, Office of the Actuary, October, 1991. through 1997. By 2025, Medicare is expected percent of poverty (Needleman et al., 1990). to exceed 27 percent of the federal budget. Despite this, most of the massive federal Even if it were possible to sustain health spending on health care goes to the non- spending at nearly 30 cents of every dollar, poor. In 1992, only 21 percent of total it is difficult to imagine who would pay federal health care spending is estimated these enormous costs. Most individuals already to be spent for the poor. Almost 90 percent feel that they are overburdened with health of Medicare spending goes to individuals above the poverty level. care costs. Businesses are spending increasing percentages of wages and other compensation Uninsured Americans receive some health on health care premiums-currently in excess care, either by paying for it out-of-pocket, of 100 percent of after-tax profits. or in the form of "uncompensated" or "charity" Clearly, health care costs must be contained, care (Needleman et al., 1990). "Uncompen- both in public programs and in the private sated" care is not free, in the sense that sector. Neither individuals, business, nor gov- insured individuals must pay higher fees ernment can afford to pay for the currently and thus higher premiums, and hospitals projected growth. receive public (such as Medicare and Medicaid "disproportionate share" payments and non- Inadequate Access Despite Increasing profit tax treatment-now over $15 billion Spending.-Despite this rapid rise in health per year) and private (such as charitable care spending, 13 percent of Americans-34.7 contributions) subsidies to cover the costs. million-are without health care insurance. The uninsured are more likely to receive Most of the uninsured are lower-income health care in hospital emergency rooms, Americans-30 percent of the uninsured have rather than in physicians' offices and clinics incomes below the poverty level, and 32 (NMES, 1987). This form of care can be percent have incomes between 100 and 200 harmful to the individual, who may only 8 The President's Comprehensive Health Reform Program Chart 3. BUSINESS SPENDING ON HEALTH PREMIUMS PERCENT OF PERCENT OF PAYROLL PROFITS 11 110 10 100 9 90 8 80 7 70 AS A PERCENT OF 6 PAYROLL 60 5 50 4 40 3 30 AS A PERCENT OF AFTER-TAX PROFITS 2 20 1 10 0 0 1965 1970 1975 1980 1985 1989 FISCAL YEAR SOURCE: Health Care Financing Administration, Office of the Actuary receive care for serious illnesses instead of been level or increased only slightly. This coordinated, preventive care from a physician suggests that the intensity (e.g., more tests familiar with the patient. Emergency room and procedures per hospital stay or per care is also a more expensive and inefficient office visit) is the primary cause of spending use of resources, since emergency room visits growth. International comparisons confirm this are much more costly than physician office conclusion (Schieber et al., 1991). visits. In addressing the growth in service inten- No Easy Solution-Rising health care ex- sity, it is difficult to know how much of penditures are a function of many interrelated the increase is due to advances in medical factors. These include: general inflation, popu- technology, and how much is attributable lation growth, relative aging of the population, to excessive defensive medicine, poor health growth in volume and intensity of medical care care management, and gaming of a public (HCFA, 1989), and "cost shifts" that re-allocate price-regulated system. the costs of caring for the uninsured. The re- sulting medical inflation is consistently more For preventable illnesses and conditions, than double the growth rate of the Consumer though, the issues are more apparent. For Price Index. example, at 13.8 per 100,000, the male homi- cide rate is more than 12 times that of General inflation, population growth and Germany and 5 times that of Canada. More relative aging necessarily occur. Other factors than 200,000 AIDS cases have been reported can be addressed, such as the growth in in the US. In 1989, the rate of incidence the intensity of medical services and of of AIDS was more than three times that preventable illnesses. Despite increasing per of Canada and six times that of then-West capita U.S. costs, utilization as measured by hospital admissions, length of hospital Germany. And, there are about 375,000 drug- stay, and medical visits per capita have exposed babies in this country. This problem Principles for Reform: Building on American Strengths 9 Chart 4. MEDICARE FISCAL FINANCING GAP PERCENT 18 16 14 12 PERCENT OF PAYROLL (PESSIMISTIC ASSUMPTIONS) 10 PERCENT OF GNP 8 (PESSIMISTIC ASSUMPTIONS) 6 PERCENT 4 OF PAYROLL (INTERMEDIATE ASSUMPTIONS) 2 PERCENT OF GNP (INTERMEDIATE ASSUMPTIONS) 0 1990 1995 2000 2005 2010 2015 2020 2025 2030 2035 FISCAL YEAR Note: The Medicare Fiscal Financing Gap is the projected HI trust fund deficit and SMI revenue requirements above 1987 levels. Source: Holohan, J. and J. L. Palmer, Journal of Health Politics, Policy and Law, Spring 1988 is negligible in most other countries (Schwartz, The health care market is further distorted 1991). by limited consumer information about the treatments patients receive and the efficiency Rising costs are also the result of market of their care. Consumers and large purchasers distortions. Because medical treatment is currently have few objective sources of infor- largely in the hands of doctors and hospitals mation on which to base cost and quality (who have financial and defensive incentives comparisons. to provide more medical care) and not the consumer, consumer-based market discipline The problems of access and cost are inex- has been weak. tricably linked. Access ultimately is an issue of affordability. Many low-income Americans Under the current system, Americans with need help to be able to afford coverage. insurance are often overinsured and have Cost growth needs to be slowed to assure few incentives to use medical care prudently. continued affordability for others. Thus, the Instead, consumers tend to be risk-averse access and cost problems must be addressed where health is concerned. Insulated from together in a comprehensive series of reforms. the real cost of medical treatment by employer Only then can all Americans begin to enjoy and government subsidized insurance, Ameri- efficient health care at affordable prices. cans tend to over-consume health care. More- over, because insurance itself is SO highly subsidized for most Americans, they have Building on American Strengths little reason to prefer forms of coverage Most Americans today have ready access that are more efficient (e.g., coverage with to state-of-the-art medical care. Breakthrough higher cost sharing or coordinated care cov- treatments spread rapidly from our Nation's erage) finest hospitals and laboratories and quickly become routinely available throughout the 10 The President's Comprehensive Health Reform Program Chart 5. FEDERAL HEALTH SPENDING $ BILLIONS (OUTLAYS AND TAX EXPENDITURES IN 1993 DOLLARS) 350 300 250 TO NONPOOR 200 150 TO POOR 100 50 o 1965 1970 1975 1980 1985 1990 1995 FISCAL YEAR NOTE: Federal spending for Medicare, Medicaid, hospital and medical care for veterans, and other payments to individuals for health purposes; and tax expenditures for employment-provided health plans and for deductions of health expenses. Spending share to poor reflects percent of recipients with money incomes below poverty thresholds. SOURCE: Census Bureau Chart 6. MOST OF THE GROWTH IN REAL PER CAPITA SPENDING IS DUE TO SERVICE INTENSITY-MORE TESTS AND SERVICES ARE BEING PROVIDED PER ENCOUNTER HOSPITAL ADMISSION AND PHYSICIAN VISIT RATES HAVE CHANGED LITTLE WHILE HOSPITAL STAYS HAVE SHORTENED LEVEL RELATIVE TO 1960 400% 350% REAL PER CAPITA SPENDING -- HOSPITAL AND PHYSICIAN CARE 300% 250% EXCESS MEDICAL INFLATION 200% 150% 100% MEDICAL VISITS PER CAPITA 50% INPATIENT ADMISSIONS PER CAPITA AVERAGE HOSPITAL LENGTH OF STAY 0% 1960 1965 1970 1975 1980 1985 1988 FISCAL YEAR Sources: Utilization data from OECD, Health Care Financing Review, Annual Supplement, 1989; per capita spending data from Health Care Financing Administration, Office of the Actuary. Principles for Reform: Building on American Strengths 11 country. We must preserve this excellence of lowering deaths due to major killers such in our efforts to solve our problems. as heart disease and cancer. Vast improvements in health over the last This success is based on several key features few decades are unmistakable. Charts 7 and of the U.S. health care system. 8, for example, show dramatic improvements Choice.-Individuals and families are free over the past 40 years in life expectancy to choose their own physician and hospital and and in mortality rates. Overall mortality an increasing number of Americans are able rates have decreased from 840.5 deaths per to choose among a variety of health plans. 100,000 in 1950 to 535.5 per 100,000 in This, in turn, encourages physicians, hospitals, 1988. Mortality rates for heart disease and and health plans to compete to provide better for cerebrovascular disease have declined by health care at a lower cost. As a result, our 46 percent and 66 percent respectively during health care system reflects the needs and con- this period. cerns of ordinary Americans as expressed in Advances in medical treatment are SO fre- the choices they make. This dynamic should quently reported that they seem almost rou- be nourished and strengthened. tine. Today, Americans from all walks of Diversity and Flexibility-Choice and the life have ready access to these medical ad- vances. (See Chart 12.) open competition by providers for patient care also assures diversity and flexibility in the fi- These trends neither reverse nor even pla- nancing, organization and delivery of care. The teau. Prevention and greater personal respon- last two decades have witnessed unparalleled sibility could increase average life expectancy innovation in the organization and manage- from about 73.8 years to 77.6 years (Hahn ment of health care in the United States. The et al., 1990). At the same time, new drug most important development is the growth of regimens and technologies offer the promise coordinated care. Health maintenance organi- Chart 7. LIFE EXPECTANCY IN THE U.S. LIFE EXPECTANCY AT BIRTH 76 74 72 70 68 66 1950 1960 1970 1975 1980 1985 1989 YEARS SOURCE: U.S. DHHS, "Health United States, 1990'; PHS, March 1991 12 The President's Comprehensive Health Reform Program Chart 8. MORTALITY RATES FOR SELECTED CONDITIONS, 1950-88 AGE-ADJUSTED DEATHS PER 100,000 350 300 250 200 150 100 50 0 DISEASES MALIGNANT CEREBROVASCULAR ACCIDENTS AND CHRONIC PNEUMONIA AND OF HEART NEOPLASMS DISEASES ADVERSE EFFECTS PULMONARY INFLUENZA MAJOR DISEASES BY YEAR DISEASES 1950 1960 1970 1980 1988 SOURCE: US DHHS, National Center for Health Statistics, "Health USA, 1990" zations (HMOs) and preferred provider organi- clinics; caring for AIDS patients and their zations (PPOs) now serve over 40 million families; participating in drug abuse preven- Americans. These health plans combine the fi- tion, education, and rehabilitation; delivering nancing and delivery of health care and inte- meals to the homebound; providing hospice grate quality management across the entire care; and assisting victims of debilitating continuum of care-from prevention to care for diseases and supporting their families. chronic illnesses. Through competition, coordi- Biomedical Research-The U.S. leads the nated care plans are driven to respond to world in biomedical research. America's contin- consumer needs leading to better quality care ued dominance of the competition for Nobel at lower costs. prizes reflects that pre-eminence. Advances in Skilled Medical Professionals.-U.S. phy- biomedical research over the past four decades sicians and health professionals are the best have improved the quality of health care while educated and most skilled health care work saving billions in health care costs. With an force in the world. U.S. Hospitals and medical increasingly thorough understanding of basic schools are world leaders for particular special- disease mechanisms, researchers are likely to ties and treatments. achieve additional breakthroughs within the next twenty years. Caring Volunteers.-Hundreds of thou- sands of groups and organizations engaging Federal investment in biomedical and ap- millions of volunteers assist in providing qual- plied behavioral research has increased as ity health care. a proportion of GDP from 0.12 percent in 1970 to 0.16 percent in 1992. U.S. public Health care volunteers improve access to health services and help to control health and private funding provides the lion's share care costs. These volunteers provide such (Chart 10) of the funding for such research worldwide. services as: working at community health Principles for Reform: Building on American Strengths 13 The Success of American Health Care-Examples Cancer.-Deaths from childhood cancers have been reduced 38 percent since 1973, with almost two- thirds of children with cancer surviving beyond five years. There has been astonishing progress against Hodgkin's disease, with a 50 percent reduction in deaths, and against testicular cancer with a 60 percent reduction in deaths. Heart attacks.-In the early 1960s, almost a million Americans a year died from heart attacks. Today, deaths from heart attacks have been dramatically reduced to less than half that number due to better prevention and better treatment. Major advances in treatment include therapy to dissolve blood clots that cause heart attacks and balloon angioplasty to relieve chest pain during con- valescence and beyond. Patients are now commonly discharged after 8-10 days, and return to full activity within 4-6 weeks. Hypertension.-High blood pressure affects 58 million Americans and can lead to heart disease and stroke. Since the National High Blood Pressure Education Program was launched in 1972, age-ad- justed stroke mortality in the U.S. has declined by more than 50 percent. Recommendations from a recent study of hypertension in the elderly could further prevent 6 strokes and 11 major cardio- vascular events a year per 1,000 seniors treated. Cost savings could total one-half billion dollars a year. Diabetic Retinopathy.-Damage to the blood vessels of the retina from diabetes accounts for ap- proximately 12 percent of the new cases of blindness each year. Until the late 1960s this condition was untreatable. Within the last two decades, laser surgery has been widely adopted as an effective treatment. By the year 2000, $2.8 billion dollars will be saved and 279,000 years of vision preserved as a result of this advance. Paralysis due to Spinal Cord Injury.-This year 10,000 Americans-most of them young-will suf- fer a spinal cord injury, often resulting in life-long paralysis. Today, many patients recover thanks to a recently discovered treatment that involves high dose methylprednisolone therapy. Technology.-Similarly, new technologies unparalleled access that Americans enjoy to developed by the U.S. drug and medical device sophisticated diagnostic and therapeutic tech- companies have grown exponentially over the nology. A difference in access to advanced last three decades. This innovation has im- technology is often the critical difference proved the quality of health care for Americans between health and disability, life and death. and has strengthened our nation's inter- national economic competitiveness. The U.S. Quality Assurance.-Finally, leadership in accounts for nearly half of the $65 billion dol- the development and implementation of new lar global market for medical devices. Medical methods for assuring quality care has been a equipment exports have grown about 20 per- hallmark of health service delivery in the cent per year since 1985. In 1991, exports of United States for over a decade. Peer review, such products reached nearly $7 billion. practice guidelines, research on patient out- comes, and other activities mean that appro- A comparison with other prosperous Western priate interventions are applied correctly to nations-Canada and Germany-in Chart 12 the individual's clinical condition. presents some astonishing implications of the 14 The President's Comprehensive Health Reform Program Chart 9. PREDICTED DEATHS FROM HEART DISEASE WITH AND WITHOUT CONTINUED INNOVATION THOUSANDS OF DEATHS 1,400 1,180 1,200 1,100 1,040 970 1,000 890 800 800 800 698 604 600 522 452 391 400 200 0 1990 1995 2000 2005 2010 2015 BASELINE WITH FORECAST WITH CURRENT TECHN OLOGY CONTINUED INNOVATION NOTE: With aging of the population, deaths from heart disease would increase over the next three decades. But this increase can be dramatically reversed with continued technological innovation. SOURCE: Ruth Brown, et al., "The Value of Pharmaceuticals;" Batelle, 1991 Potential Future Breakthroughs in Medical Treatment Cancer.-Despite recent progress, more than 500,000 Americans will die of cancer in 1992. There is, however, a new feeling of optimism among researchers. Clinical trials using a new drug, taxol, in women with breast cancer have shown very high response rates. Another new approach, use of chemotherapy before surgery can change an inoperable tumor to one that can be removed sur- gically. And there is potential for major advances in gene therapy and anti-cancer vaccines during the next 10 to 20 years Alzheimer's Disease.-Alzheimer's Disease (AD) affects an estimated four million people in the U.S. at a cost of $90 billion a year. Aging of the population could result in a five-fold increase in the dis- ease over the next fifty years. At present, there is no treatment. In the last 12 months, however, three major breakthroughs have occurred that give promise that research into the causes of AD will soon yield definitive results. This, in turn, is likely to lead to new concepts for developing treat- ments. Cystic Fibrosis.-Over 30,000 children and young adults suffer from cystic fibrosis (CF). Discovery of the CF gene in 1989 led to a new understanding of the disease. Recently, researchers successfully used a cold virus to implant a normal human CF gene into the lungs of live animals. This advance is likely to lead to an effective gene therapy in the foreseeable future. Diabetes.-Despite insulin, millions of diabetics are at risk of disabling complications. Transplanting pancreatic islet cells could "cure" the disease preventing these complications. Preliminary studies have successfully demonstrated that enclosing the transplanted cells in an artificial covering blocks rejection of the transplant by immune attack. A real cure for diabetes may be just a matter of time. Principles for Reform: Building on American Strengths 15 Chart 10. FUNDING FOR HEALTH CARE RESEARCH AND DEVELOPMENT, 1990 UNITED STATES REST OF WORLD 55.0% 45.0% SOURCE: US DHHS/PHS/Office of International Health Chart 11. PRODUCTION OF MEDICAL EQUIPMENT UNITED STATES AND THE WORLD, 1991 REST OF WORLD (7.0%) JAPAN (18.0%) UNITED STATES (48.0%) EUROPE (27.0%) SOURCE: Medicine & Health, January 27, 1991 316-608 0 - 92 - 2 : QL 3 16 The President's Comprehensive Health Reform Program Chart 12. COMPARATIVE AVAILABILITY OF SELECTED MEDICAL TECHNOLOGIES PER MILLION PERSONS 6 UNITED STATES 5.1 5 CANADA WEST GERMANY 4.0 4 3.7 3.3 3.1 3 2.6 2 1.5 1.2 1.3 1.1 1 0.9 0.9 0.7 0.5 0.5 0.3 0.5 0.2 0 OPEN-HEART CARDIAC ORGAN TRANS- RADIATION EXTRACORPOREAL MAGNETIC SURGERY CATHETERIZATION PLANTATION THERAPY SHOCK WAVE RESONANCE LITHOTRIPSY IMAGING SOURCE: Dale A. Rublee, "Medical Technology in Canada, Germany and the U.S." Health Affairs, 1989 Chapter 3 Expanding Access and Increasing Affordability Through Market Reform Overview spread health risks evenly across insurers and thereby allow insurers to charge uni- The President's proposal for reform of the form premiums for the sick and the health insurance market will make coverage healthy. On an interim basis, pending more secure, available, and affordable for phased implementation of this new sys- millions of Americans. tem, insurers would be subject to limits Everyone-young and old, healthy and on their ability to vary premiums. sick-will benefit from the assurance of the availability of affordable health insur- Encourage group purchasing of health in- ance regardless of future changes in their surance by small businesses to give them health. the same cost advantage enjoyed by larger businesses. Small businesses could pool Workers will be able to change jobs with- their purchasing power through Health In- out fear that insurance coverage will be surance Networks (HINs). This will help denied due to a preexisting illness. small businesses negotiate discounts and Premium costs will be reduced by as much save on overhead and marketing costs. as 20 percent for at least 70 million work- Moreover, the Employee Retirement In- ers and their dependents affected by small come Security Act (ERISA) preemption group reforms. that allows larger self-insured firms to avoid cost-increasing State laws will be ex- Five million Americans currently without tended to small businesses purchasing cov- health insurance will have insurance as erage through HINs. For the first time na- a result of these market reforms. tional and regional small business associa- The market reform proposal has four major tions and other groups will also be able components. These components will: to establish inter- and intra-State HINs to better assist their membership. Assure availability and security of cov- erage. Insurers would offer coverage with- Give health plans increased flexibility to out regard to health status. Coverage control costs. Health plans would be pro- would be renewable, and preexisting con- tected from mandated benefit and dition limits would be eliminated. Employ- "anticooridnated care" laws that hinder ers would provide information and facili- designing cost-effective benefit packages to tate access to group coverage to all em- meet individual and family needs and ployees and dependents, but would not be drive up costs. Health plans would also required to administer or contribute to the be protected from laws and regulations cost of coverage. Further, colleges and uni- that hinder innovative cost control meas- versities would provide continued access ures, such as utilization review and selec- to group coverage to recent graduates and tive contracting. other students for six months after leaving An important benefit of these reforms is school. strengthening significantly competition among Assure affordability of coverage for indi- health plans. In today's environment, health viduals and small businesses through plans can gain a significant premium cost broad risk pooling. Insurers would partici- advantage by avoiding high risk individuals pate in broad pooling arrangements to and groups. Under the Administration's reform 17 18 The President's Comprehensive Health Reform Program proposal, such "risk avoidance" will be stopped. This disparity in coverage reflects three As a result, competition will focus on price, main problems. First, many small businesses value, and quality, leading to long-term gains cannot afford to provide costly fringe benefits. in efficiency and improvements in quality. Second, health insurance is more costly for small businesses due to (i) higher overhead Strengths and Weaknesses of the Current and marketing costs and (ii) costs resulting System from State mandated benefit laws and pre- 153 million working age Americans and mium taxes which generally do not apply their dependents-62 percent of the total to self-insured coverage ("ERISA exempt" from population-are covered primarily through pri- State insurance laws) typically provided by vate health insurance. Most of these are larger businesses. Finally, the market for covered through employment. This system health insurance for small business is in has worked well because employment can turmoil due to risk selection. be a stable basis for risk-pooling, particularly Erosion of Risk Pooling.-For people with for medium and large firms and because serious illness, the cost of medical care can substantial administrative savings and econo- mies of scale are possible through employment- easily consume a substantial share of family based group coverage. income. With broad risk pooling, through in- surance, the costs of illness are spread across Special Problems for Small Business.- a broad pool of premium payers, making costs While generally successful, there are signifi- more uniform, thus more affordable. The value cant problems with the current system, espe- of risk pooling is particularly great because cially for small group and individual coverage. spending on health care is highly skewed. At Workers at small firms are much more likely any given time, most of the population is to be uninsured than workers at medium and healthy, and has little need for medical care. large firms. However, a small percent of the population is Chart 13. INSURANCE COVERAGE OF THE POPULATION UNDER 65 UNINSURED (11.6%) MEDICAID (10.4%) SELF INSURED (6.6%) EMPLOYER PROVIDED (71.0%) MEDICARE (0.3%) SOURCE: Agency for Health Care Policy and Research, NMES, 1987 Expanding Access and Increasing Affordability Through Market Reform 19 Table 3-1. Number of Uninsured Workers and Dependents By Establishment Size-1987 (Source: AHCPR, 1991) Number of Percent of Percent of Number Percent Establishment Size Workers and Workers and Uninsured Uninsured All Working Dependents Dependents Uninsured Less than 25 74.2 m 44 17.2 m 23.1 68 26-100 34.6 m 21 4.3 m 12.3 17 Greater than 100 59.2 m 35 3.9 m 6.6 15 Totals 168.0 m 100 25.4 m 15.1 100 Note: Interventions affecting groups below a threshold, such as a hundred workers, will generally affect all firms below the threshold, as well as workers in establishments below that threshold, where firms have establishments in one or more States that fall below the threshold. Even limiting to the strict "firm"-based definition of size it is estimated that about 70 million workers and their dependents fall below a size of 100.) seriously ill, and requires extremely costly average per capita cost when compared with care. The top 5 percent of the population in other pools. terms of health care use (i.e., the 95th percent- Risk selection is extremely difficult to pre- ile) have per capita health expenditures vent. This is because healthy and sick people ($7,100) 26 times greater than costs ($270) for have different needs for health insurance people at the midpoint of the population in and choose different health plans to meet terms of health care use (i.e., the 50th percent- these needs. Generally, healthy people are ile). attracted to leaner benefit packages (higher Insurance risk pooling is valuable for every- cost sharing, fewer covered benefits) because one because even those who are healthy they expect that they will not have a need today may develop a serious illness at some for more extensive coverage. In contrast, point in their life. However, risk selection sicker people prefer richer benefit packages can undermine insurance as a pooling mecha- because of their expected needs. Moreover, nism. Risk selection occurs whenever a par- certain features of coordinated care, such ticular pool has a skewed selection of risks. as a greater emphasis on preventive care, Such a pool will have a higher or lower could be more attractive to the healthy. As a result, sick and healthy people will Table 3-2. Distribution of Per Capita Health Spending By Age and Within Age Categories, 1987 (Source: AHCPR, 1991) (In dollars) 25th 50th 75th 95th Age Mean Percentile Percentile Percentile Percentile 0-6 years 1,133 50 180 600 3,800 7-18 years 643 15 120 400 2,500 19-24 years 839 0 150 550 4,000 25-54 years 1,238 50 260 860 5,500 55-64 years 2,469 160 570 1600 11,424 Greater than 65 years 4,551 330 960 3,500 22,528 Total 1,591 50 270 1,000 7,100 20 The President's Comprehensive Health Reform Program sort themselves into different plans, even Assuring Availability of Coverage without any effort at selective marketing by insurers. The result will be that sick The President's reform proposal contains people will face high premiums due to the several initiatives to assure that health insur- non-random distribution of health risks. ance coverage is readily available. These reforms apply broadly to all private health Risk selection is especially likely in the insurance coverage regardless of group size market for small group because a single and to coverage provided by employers who small business cannot serve as a stable self-insure. risk pool. One or two sick workers can Prohibition on Exclusion from Coverage greatly increase average per employee health Due to Health Status.-All insurers wishing benefit costs. Insurers originally combined to sell group health insurance in a State would many small businesses into a single risk be required as a condition of doing business pool and charged all members of the insured to (i) accept every employer group in the State group a uniform (or age-adjusted) premium that applies for coverage and (ii) provide cov- that did not vary based on health risk. erage to individuals within an employer group. This approach helped to make coverage afford- In addition, all employers would be prohibited able for individuals with chronic illnesses. from excluding any individual from health in- surance coverage for reasons of health status. However, in today's market, some insurers Finally, any insurer selling coverage to indi- have developed strategies for attracting low viduals receiving health insurance tax credits risk groups, while leaving higher-risk groups would be prohibited from excluding any credit without coverage or with unacceptably high recipient from coverage. premiums. Favorable risk selection provides an opportunity to make a profit by offering Guaranteed Renewability.-Insurers low premiums to attract healthy groups while wishing to sell group coverage in a State would discontinuing coverage (or increasing pre- be required to renew coverage for a group ex- miums to a prohibitive level) once a group cept in the case of nonpayment of premiums, becomes more costly. Some insurers are also fraud, or misrepresentation. using medical information (health screening) Portable Access.-Under the proposal, to exclude higher-risk groups or individuals workers would be able to change jobs without from coverage. Some insurers exclude preexist- loss of coverage due to a preexisting coverage ing medical conditions from coverage. In exclusion. Currently, some health insurance some cases, even individuals with relatively does not cover costs related to any illness or mild health problems have been denied cov- disease diagnosed prior to the initial date of erage. coverage. As a result, many working Ameri- cans with chronic illnesses have been afraid As some insurers succeed in attracting to change jobs for fear that the insurance pro- low-risk groups and avoiding high-risk groups, vided at their new job would no longer cover other insurers face an upward premium spiral, their medical expenses. and must risk select to keep up with competi- The use of preexisting condition exclusions tive pressures. Similar-possibly even more would be eliminated. This will assure that severe-problems affect the market for individ- all workers can change jobs without losing ual non-group coverage. access. These problems are increasingly common. Access to Group Coverage for Workers Moreover, there appears to be no natural and Dependents.-All employers would be re- end to current trends. Thus, if left unchecked, quired to provide information on affordable broad risk pooling seems likely to unravel basic health insurance plans available in their in the small group and individual coverage respective States. This information is to be markets. If this were to happen, health prepared and provided by State insurance com- insurance would become unaffordable for many missioners. This will expand access to plans Americans-especially those most in need that provide individual and family coverage to of coverage. all employees-but employers would not be re- Expanding Access and Increasing Affordability Through Market Reform 21 quired to administer a health plan or make Assuring Access to Coverage for Individ- any contribution towards the cost of health uals and Families Receiving Health Insur- coverage. States would assist employers by ance Tax Credits (certificates).-Each State making available information regarding the would define a "basic" benefit package or a availability and cost of "basic" coverage from series of packages with an estimated actuarial various health plans. Employers would be re- value equal to the value of the health tax cred- quired only to arrange for deduction of pre- it. A number of benefits packages are provided miums from paychecks if employees so re- as illustrative examples (See Table 3-3). quested, but would have. no other administra- Any health plan in a given State could tive burden. Health insurance networks- offer the State-defined "basic" benefit package group purchasing arrangements for small em- to credit recipients and to others. To ensure ployers-would facilitate this process and it is that credit recipients have a variety of plans anticipated that most small employers would available, if no insurers offer the "basic join a HIN (see below). plan" the State insurance commissioner could Access to Group Coverage for College require two or more health plans with a substantial market share to offer the "basic" Graduates.-To help fill a significant unin- sured gap for new work force entrants, all col- benefit plan. Health plans could charge a leges and universities that provide group cov- market price for the "basic" benefit package. erage to students would be required to offer The State and Federal Governments would extended group coverage for new graduates implement outreach programs with the goal and other students for six months after they of securing 100 percent participation among leave undergraduate and graduate programs. credit eligibles. Broader participation would The college or university need not make any help prevent unnecessary and costly emer- contribution toward the cost of coverage under gency care by encouraging primary and pre- such a plan. ventative care. Table 3-3. Basic Benefit Plan Examples for Approximate Amount of the Full Health Insurance Tax Credit in 1993 (Plans are illustrative only-States will design benefits) "Coordinated" Fee-For-Service Plans Plan A-Unlimited inpatient hospital, inpatient physician care, prescription drug coverage, 3 ambulatory physician visits and associated diagnostic services with a $10 co-pay per visit. Plan B-Unlimited inpatient hospital, inpatient physician care, and 5 ambulatory physi- cian visits and associated diagnostic services with a $10 co-pay per visit. Plan C-Unlimited inpatient hospital, inpatient physician care, 10 ambulatory physician visits and associated diagnostic services with a $10 co-pay per visit. Plan D-Inpatient hospital up to 15 days, inpatient physician, lab, emergency room, and ambulatory physician visits and associated diagnostic services covered for $5 fee per visit for the first three physician visits, then a 10 percent co-pay up to a $500 out-of-pocket limit. Plan E-Includes all services under Plan D, but with a 20 percent co-pay on physician vis- its after 3 visits. Plan F-Includes all services and co-payment under Plan E, but would offer prescription drug coverage. Model HMO Benefit Plan Plan G-Unlimited inpatient hospital and inpatient physician services, emergency room, and unlimited ambulatory physician visits with associated diagnostic services (subject to a $10 copayment), prenatal care, and prescription drugs (subject to a $5 copayment). 22 The President's Comprehensive Health Reform Program In cases where a hospital emergency room Delayed implementation in the small group is an individual's first point of contact with market is appropriate to permit an orderly the system, rotating assignment would be transition and to avoid undue disruption used to enroll an uninsured credit-eligible of existing arrangements. Immediate imple- individual to a specific health plan if the mentation of health risk pooling would, how- individual were unable to make a choice. ever, be possible for credit recipients since So for example, a homeless person entering this is a new market. the hospital and having no preference for any carrier would be assigned to an insurer Transition Measures for Small Group by rotation and the credit would automatically Coverage.-These transition measures would flow to the insurer. apply to all insurance provided to small busi- nesses employing fewer than 100 workers. The Assuring Affordability of Coverage premium standards (or "bands") limit variation Through Risk-Pooling in premiums within each insurance company's overall set of offerings. They would not con- As noted above, broad risk pooling is essen- strain premium variation between insurers. tial if health insurance is to be affordable The premium standards would be temporary for the sick as well as for the healthy. and would be phased-out with full implementa- The President's market reform proposal pro- tion of a system to equalize risk among insur- vides both interim and longer-term solutions. ers. Transition measures, including "premium bands" would be implemented immediately Premium Standards Across and Within to stabilize the small group market pending Demographic Categories.-Insurers could full implementation of longer-term measures. vary premiums by age. This means that younger workers would not be forced to In the near term, premium bands will subsidize older workers (who typically spread risks within an insurer's pool by have higher income and higher health limiting the difference in premiums that risks). But, insurers would be limited in an insurer may charge to groups with different their ability to vary premiums based on health risks. This will make coverage less health status or prior use of care. Pre- costly in the near term for higher risk miums could not differ by more than 50 groups. However, premium bands may be percent within age/sex categories in the unstable in the longer term. Because an first year decreasing to 35 percent by the insurer would be unable to vary premiums third year. to reflect fully actual differences in expected health care costs, healthy enrollees would Rate of Increase Standard for Renewal have incentives to shift to other insurers Premiums.-Insurers could not increase that have fewer sick people in their pools. premiums excessively for groups with de- teriorating health status or claims experi- Health risk pooling would assure affordable ence. The maximum percent increase in coverage over the long term both for small renewal premiums would be set at 5 per- groups (under 100 employees) and for individ- cent plus the percent change in the "base uals and families receiving health insurance premium rate." The "base premium rate" tax credits. Under this approach, health plans is the lowest premium the insurer could insuring a sicker than average population have charged under the relevant block of would receive a net transfer from the risk business for a group with similar demo- pool while other insurers will be net payers graphic characteristics, excluding factors into the pool. This will assure stable risk related to health status, claims experience, pooling over the long-term and will level industry, occupation, or duration of cov- the competitive playing field among insurers erage. to focus competition on efficiency and quality. Premium Standards Across "Blocks of The health risk pooling approach would Business"-Premiums could vary by up to be implemented immediately for tax credit 20 percent across different blocks of busi- recipients and would be phased-in over a ness. A carrier may establish different five year period for small group coverage. blocks of business: (i) for business acquired Expanding Access and Increasing Affordability Through Market Reform 23 from another carrier, (ii) for business ob- pool. Payments from and to the pool would tained through a distinct system of mar- be based on the difference between the ex- keting (e.g., brokers VS. associations), and pected health care costs for the entire covered (iii) for business obtained through dif- population and the expected health care costs ferent associations (for example, HINS). for the population covered by the insurer. Carriers could establish three different As a result, insurers would no longer blocks of business for each of the three have an incentive to deny coverage to individ- reasons, for a total of nine different blocks uals with chronic disease. Moreover, insurers of business. would be able to provide coverage at a Enforcement.-An independent actuary near uniform premium for the sick and would certify compliance. Failure to have the healthy. The health risk pool would a valid certification would trigger a vio- have this effect because a health plan that lation. The State enforcement agency enrolls an individual with a high-cost chronic could conduct an investigation to verify illness will receive a transfer of funds from certifications. the pool equal to the difference between the expected health care costs for the individ- States could also implement a prospective ual involved and the average expected cost. reinsurance or risk allocation system on an This moves the system back toward a flexible interim basis to pool risks among insurers. community rate-where choice in plans is Under a prospective reinsurance model, an maintained, but risk is truly pooled. insurer could obtain optional reinsurance A number of methods have been developed for any group or newly eligible group for measuring expected health care costs member. The primary insurer would be based on the health characteristics of the liable for an individual's health costs up population involved. These methods include to a threshold amount. Above the thresh- the Diagnostic Cost Group system developed old, the reinsurance program would be re- at Boston University and the Ambulatory sponsible for most of the cost. The pro- Care Group system developed at Johns Hop- gram would be funded by reinsurance pre- kins. Other systems are available for use miums and an assessment on all small by the States. The Department of Health group insurers. and Human Services would fund research Under risk allocation, each insurance car- to refine these systems and to develop im- rier would have a quota of assigned risks proved systems for adjusting for health risk. based on the carrier's market share. Insur- The Department would also provide technical ers could initially refuse to provide cov- support to assist States in establishing the erage based on health risk. However, the risk pools. rejected group or individual would have As is true for any system that varies a right to select any insurer from an as- payment according to health status, some signed risk list maintained by the State degree of overreporting is possible, but such provided that the insurer's allotment has overreporting would not have an adverse not been filled. effect on the pooling system unless some Health Risk Pools.-Each State would im- insurers were more successful at it than plement two broad health risk pools: one for others. If necessary, to prevent this outcome, small group coverage and another for coverage a random sample audit of insurance claims provided to individuals and families receiving and other records could be used to verify transferrable health insurance tax credits. the accuracy of health risk assignments. These pools would spread risk broadly across The health risk pools for small group all health plans providing such coverage with- coverage and for credit recipients would be in a State. similar in most respects. Participation would Under this system, health plans that cover be required for all health plans providing a sicker than average population would receive coverage to small groups and to credit recipi- a net payment from the pool, while other ents. If an individual purchases the basic health plans would be net payers into the benefit package, the insurance company re- 24 The President's Comprehensive Health Reform Program ceives the credit plus or minus an amount by as much as 16 percent through efficiencies related to the individual's age (and possibly of scale, lower administrative costs, and gender). These adjustments mitigate the prob- through pooling of purchasing power that lem of adverse selection for the basic benefit helps small businesses negotiate better rates packages. with insurers. Amounts received by an insurance company Cleveland's Council of Smaller Enterprises would also be subject to health status adjust- (COSE) operates a successful health insurance ments. On an annual basis, each credit group purchasing program for small firms. recipient would be assigned to a health While COSE has been successful, surprisingly status category. Each health category would little of this type of group purchasing is have a corresponding weight based on expected going on nationwide. The reforms described health care costs defined relative to the in the preceding sections will spur group population average. Each insurer would cal- purchasing by protecting against some of culate an average weight for all credit recipi- the abusive practices that have daunted some ents covered by the insurer. Insurers with local purchasing groups. Additional assistance an average weight greater than the statewide is provided as well to encourage rapid forma- average would receive net transfers from tion of group purchasing arrangements. the pool, while insurers with an average weight less than the statewide average would ERISA Reform/Incentives for Group Pur- be required to make contributions to the chasing.-The federal preemption of State pool. regulation of self-insured health benefit plans under ERISA that benefits virtually all large States would implement pools for credit employers would be extended to small busi- recipients simultaneously with federal imple- nesses that purchase coverage on a group basis mentation of the transferable health tax credit through a Health Insurance Network (HIN). system. Implementation of health risk pools This would protect against (i) State mandated for small group coverage would occur over benefit laws that require firms to provide cer- a five-year period on a phased-in basis, tain costly services, (ii) excessive State health starting in the third year after enactment insurance premium taxes, (iii) and State anti- of the reform proposal. Transition measures, coordinated care laws. These laws typically in- including premium limits, would apply in crease premium costs by 2 to 5 percent. HINs the small group market in the interval. could also still self-insure, but in this case, enhanced insurance State solvency and in- Encouraging Group Purchasing For Small creased Department of Labor standards would Employers: Health Insurance Networks apply to ensure the economic stability of the The President's reform proposal will help plans. reduce insurance costs for small businesses Functions.-HINs could contract with in- by encouraging group purchasing. Group pur- surers to provide coverage to members or could chasing can reduce health insurance costs self-insure subject to enhanced State solvency Table 3-4. Savings From Small Market Reforms: Administrative and Bargaining Effects (Expressed as percent of total premium, by firm size) Firm Size Claims Total Savings <4 15.9 5-9 13.1 10-19 10.9 20-49 8.5 50-99 6.0 Expanding Access and Increasing Affordability Through Market Reform 25 regulation (if State solvency standards are in- will simplify marketing and administration sufficient, Department of Labor solvency and sharply reduce costs. standards would operate as a backup oversight system). All federally approved HINs would be Increasing Flexibility for Health Plans required to offer at least one coordinated care States would no longer be allowed to man- option and to use a standard claims form. date benefits that unduly limit flexibility for health plans, thereby increasing health Organization.-HINs would be structured care costs and restrict coordinated care. as non-profit voluntary membership organiza- tions with a board of directors elected by the State Mandated Benefits.-Many State membership. HINs would be registered and laws require insurers to cover certain optional qualified, as applicable, by a State agency or or ancillary services. These mandated benefits by the Department of Labor. There would be drive up premium costs up by at least 3 to no limit on the number of HINs that could 5 percent. be established in a given area. HINs could be Provisions that Restrict Coordinated established along the lines of professional soci- Care.-Some State laws impose restrictions eties, industry, or trade associations and would which prevent the development of coordinated be subject to all of the market reforms listed care-and the competitive pressure it imposes in the preceding sections. By buying coverage on fee-for-service providers. Anti-managed care through a HIN, small businesses would be able laws include: to achieve more effective purchasing power in the market, thereby helping reduce the cost Restrictions on reimbursement rates or se- of insurance to their employees. lective contracting: Laws that restrict the ability of a carrier to negotiate reimburse- HINs will provide the mechanism for pooling ment rates with providers or contract se- large numbers of individuals and employees lectively with a limited number of provid- of small firms, an advantage that is now ers. only available to large companies. These Restrictions on differential financial incen- plans have not grown in the past because tives: Laws that limit the financial incen- of State laws. To allow for federal preemption, tives that a health benefit plan may re- plans had to "self insure". Small groups quire a beneficiary to pay when a non- have difficulty raising capital to self insure plan provider is used on a non-emergency risk. This system allows "imputed ERISA basis. exemptions"-small firms can join together without self-insuring, and have insurers carry Restrictions on utilization review: Laws the risk. that (a) prohibit utilization review of any or all treatments and conditions, (b) re- Intrastate and Regional Pooling.-The quire that such review be made by an in- State or Federal government could certify an State physician or by a physician in a par- HIN. For example, Pennsylvania (or the Fed- ticular specialty, (c) require the use of eral government) could certify an HIN of 1,000 specified standards of health care practice small employers who pooled market power to in such reviews, or require the disclosure negotiate with local providers in Philadelphia, of the specific criteria used in such re- or the Federal government could certify a simi- views, or (d) require payment to providers lar HIN for the Philadelphia area (PA, NJ, for the expense of responding to utilization and DE) that would pool market power in the review requests. entire region. Federal/State Relationships Multi State Pooling.-HINs would allow for the first time, multi State pooling of small Most of the reforms described in the preced- firms. Groups like NFIB, National Small Busi- ing section would be implemented by the ness United and The Chamber of Commerce States. Thus, the responsibility for regulating (or any other group) could offer the same basic health insurance would remain primarily with plans to members nationwide. In the past, the States. However, federal legislation would State barriers have prevented such plans. This be amended to provide States with clear 26 The President's Comprehensive Health Reform Program incentives to enact laws that will achieve As stated above, federally certified HINs national goals. In many cases, as with HIN would be protected from State mandated certification and oversight, there would be benefit laws and State premium taxes in backup federal certification and oversight pro- the same manner as an ERISA-qualified cedures. self-insured plan. Federally certified HINs Under this approach, after an initial period would, however, be subject to additional State to allow State action, if a State's health requirements to assure solvency. States could insurance laws do not meet prescribed federal provide an alternative process for certification guidelines, then insurance sold in-State would of HINs. If State laws and State premium be certified through a federal back-up mecha- taxes were excessive, a HIN could apply nism. to the Department of Labor for federal cer- tification-pre-empting State law. As a result, Other reforms would be implemented di- State would be encouraged to facilitate market rectly by Federal Government through amend- pooling and access to coverage for small ment of the Federal Employee Retirement business-or risk losing their traditional insur- Income Security Act (ERISA) or through ance oversight and regulatory role to a federal other appropriate legislation. Certification of backup system. HINs would fall into this category. Chapter 4 Expanding Access Through Tax Measures to Help People Pay for Insurance: Health Insurance Tax Credit and De- duction Overview Other federal programs-including Medicare and Medicaid-provide health insurance cov- The cornerstone of the President's plan erage directly to eligible groups including to increase access to health insurance is the elderly, disabled, and certain low-income a new transferable tax credit and deduction individuals. However, many low income indi- designed to help most of the Nation's unin- viduals-including many unemployed individ- sured obtain health insurance. The plan places uals and the working uninsured-do not the highest priority on providing health insur- qualify for any of these benefits and do ance for low-income individuals, but also not receive any direct or indirect Federal would provide substantial benefits to middle- contribution to their health insurance. income individuals who enjoy little or no employer contributions for health insurance Overall, there are estimated to be 34.7 and to self-employed individuals. million Americans without health insurance (CPS, March 1991). Lack of coverage has a number of adverse consequences. Health Policy Background may be at risk because of reduced access Current tax law provides substantial bene- to primary and preventive care. Moreover, fits to individuals whose employers contribute uninsured people often seek medical care to their health care insurance costs. The in hospital emergency rooms, which is costly entire amount of the employer's contribution and inefficient. The cost of providing care is excluded from taxable income and from to the uninsured produces large cost-shifting the FICA wage base. within the health care system, increasing costs for the insured-by up to 15 percent Self-employed individuals are able to deduct for some services. For these and other reasons, 25 percent of their premium payments. And expanding insurance coverage is an important all taxpayers are able to deduct out-of-pocket goal for the Nation. medical expenses and premium payments to the extent that these expenses exceed 7.5 Analysts have suggested a variety of options percent of adjusted gross income; however, as means of expanding insurance coverage. this deduction is of limited value to most These options include national health insur- taxpayers because few have medical expenses ance (see Chapter 6, section A), and a significantly in excess of the AGI threshold. "play or pay" mandate to require employers 95 Million Americans Will Benefit To make health insurance more affordable, the President's plan includes: A tax credit of up to $3,750 for low-income families; A tax deduction of up to $3,750 for middle-income families; An increase to 100 percent in the deduction for health insurance available to self-em- ployed individuals. 27 28 The President's Comprehensive Health Reform Program to provide coverage or to pay a tax (see CHAMPUS, and selected other federal health Chapter 6, section B). Both of these alter- programs) would not be eligible for the credit. natives will lead to higher costs for American The transferable tax credit would replace taxpayers, rationing of care, and inefficient the supplemental earned income tax credit delivery in an unstable system. The Presi- available under current law for certain low- dent's proposal instead relies on significant income taxpayers who contribute toward the reforms of the health insurance market, a purchase of health insurance coverage for new transferable health insurance tax credit their children. for low-income families, and a new health insurance tax deduction for middle-income Amount.-The maximum amount of the families. credit is $1,250 for single persons, $2,500 for married couples and other two-person families, The President's plan will promote individual and $3,750 for families of three or more. These choice. With a system of health insurance credit amounts would be sufficient to purchase tax credits and deductions, low- and middle- a basic health insurance benefits package (See income families will be free to choose among Table 3-3). The amount of the credit would a variety of health plans with increased phase down to a minimum at increasing in- availability due to the market reforms. This come levels. helps ensure that coverage meets individual and family needs. Individuals, couples, and families may also elect to claim a deduction instead of the Moreover, providing choice is a critical credit. The deduction will be available to prerequisite of competition in any market persons without regard to whether they item- system-and competition among health plans ize or claim the standard deduction and is the best way of assuring continuous im- will be equal to $1,250 for single persons, provements in quality of care, service, and $2,500 for married couples and other two- cost-effectiveness. None of the alternative op- person families, and $3,750 for families of tions for expanding insurance coverage pro- three or more. mote choice or enhance competition. Indeed, Both the credit and deduction amounts they generally have the opposite effect. Other will be increased to account for inflation. disadvantages are detailed more fully in Chap- Applicable credit and deduction amounts will ter 6. be reduced by the amount of any contribution made by the employer to the employee's Tax Credits and Deductions for Low- health plan. Individuals with employer con- Income and Middle-Income Individuals tributions exceeding the applicable credit or Low- and middle-income persons who are deduction amount will receive neither the not covered by other federally subsidized credit nor the deduction. health insurance programs will be eligible As noted above, the amount of the tax for a tax credit or deduction for the purchase credit would vary based on modified adjusted of insurance. gross income in relation to the tax filing Eligibility.-Eligibility for the credit or the threshold. The tax filing threshold is the deduction is related to income and extends up sum of the standard and taxpayer and depend- to a modified adjusted gross income of- ent exemptions and approximates the poverty level. Modified adjusted gross income equals $50,000 for single persons the sum of adjusted gross income, plus non- $65,000 for persons filing as heads of taxable Social Security payments, Railroad households, and Retirement payments, and tax-exempt inter- est. $80,000 for married persons filing jointly. The tax credit would be implemented over These income levels will be increased to a five-year period. When fully implemented- account for inflation. All eligible individuals, married couples, Individuals who receive other federal sup- or families with incomes below the tax port (e.g., covered by Medicare, Medicaid, threshold (100 percent of poverty) will re- Expanding Access Through Tax Measures to Help People Pay for Insurance 29 ceive the maximum credit (e.g., to $1,250, in payment for coverage. The insurance pro- for individuals, $2,500 for married couples, vider will then reconcile the amount of the and $3750 for families). advance credit on their tax return. All eligible individuals, married couples, Credits would be used to purchase a "basic" or families with incomes above the tax benefit package (or other health plans of threshold will receive a partial credit, de- their choice). States would ensure that insur- creasing to 10 percent of the maximum ance companies would make basic benefit credit (e.g., to $125 for individuals, $250 plans available (See Chapter 3). for married couples, and $375 for families) at 150 percent of the tax threshold. Tax Credits and Deductions for Self- Employed Individuals All eligible individuals, married couples, or families with incomes above 150 per- The self-employed would be entitled to cent of the tax threshold, will receive the deduct 100 percent of the cost of their greater of the minimum credit or the de- health insurance premiums or receive the duction of up to $3,750 as described above. applicable credit, whichever is greater. As noted previously, individuals, married Using the Tax Credit/Deduction to couples, and families with incomes above Purchase Insurance $50,000, $65,000, and $80,000, respectively, The market reforms described in Chapter would be ineligible for either the credit 3 would apply to help assure that coverage or the deduction. Also, as noted previously, is both available and affordable for individuals individuals, couples and families could take the health insurance deduction instead of and families receiving health insurance tax the credit. Moreover, the amount of the credits. Specifically, guaranteed issue, guaran- credit and the deduction would be phased teed renewability, and elimination of preexist- out over the range of $40,000 to $50,000 ing condition exclusions would all apply. for single persons, $55,000 to $65,000 for Moreover, broad based health risk pooling married couples and other two-person families, would apply to insurance sold to credit recipi- and $70,000 to $80,000 for families of three ents to ensure affordability of coverage for or more. The tax credit and deduction would recipients with chronic illnesses. Finally, credit cost about $35 billion in 1997 when fully recipients would be able to buy low cost phased-in. coverage through health insurance networks or HINs. Administration.-For filers, credits and de- ductions could be claimed on the tax return a The initial credit amounts of $1,250, $2,500, at the end of the year in the usual manner and $3,750 for individuals, couples and fami- used for other credits and deductions. lies were selected to cover the cost of an efficiently-run health plan that provides Alternatively, low-income credit recipients "basic" services. Each State would define could receive a transferable credit certificate a basic benefit plan or plans that could during the year by applying to a governmental be purchased for the approximate amount office. States may select a State agency, of the credit. Any insurer in the State such as the Employment Service or contract could offer basic benefits to credit recipients. with the Social Security Administration to Credit recipients would be able to buy coverage certify applicants' eligibility and to notify other than the State-defined basic benefit the Internal Revenue Service of the issuance package if such other coverage would better of the advance credit. suits their needs. This mechanism would immediately qualify Achieving the Goal of Expanded Access the individual or family for assistance in purchasing health insurance; people would The health insurance tax credit and deduc- not have to wait until they file their tax tion will help millions of low- and middle- returns to benefit. Transferable credit holders income families afford health insurance. When would transfer the credit to an employer fully implemented, approximately 86 percent or insurer who provides health insurance of all individuals not receiving Federal medical 30 The President's Comprehensive Health Reform Program support have income in the range of eligibility Self-employed workers would also be helped. for a credit or deduction; the remaining In 1993, 3.1 million self-employed taxpayers 14 percent are higher-income individuals or currently buying health insurance would bene- families. fit from the increase in the deduction available Individuals who have employment based to the self-employed. Still more self-employed coverage, but who pay much of the cost individuals will benefit because they qualify themselves, would receive a substantial for the health insurance tax credit. And, new deduction or credit. the insurance market reforms discussed in Chapter 3 will reduce the cost of health A total of 95 million individuals would insurance for self-employed individuals at benefit from the health insurance tax credit all income levels. and deduction when the President's program is fully phased in. After five years, 29 million Americans will become newly covered. The number of unin- About 25 million low-income individuals sured will be decreased from 34.1 million would receive the maximum credit (ad- to 4.9 million-or less than 1.8 percent of justed for any employer contributions). the total population. Twenty-four million Approximately 13 million individuals with Americans will gain coverage primarily as incomes between 100 percent and 150 per- a result of the new health insurance tax cent of the tax filing threshold would re- credits and deductions. And, by reducing ceive a partial credit or deduction. premium costs substantially, the health insur- ance market reforms and other cost-contain- Finally, about 57 million middle-income ment reforms will encourage employers to individuals would receive a partial credit expand coverage voluntarily to an additional or deduction. Of these, 51 million would five million Americans. receive a deduction. Table 4-1. Effect of Overall Reform Proposal on the Number of Uninsured Americans (People in millions; projected to population) Below 100 Between As Income Level 100 and 150 Percent Percent of Totals Poverty 1 Percent of of Total Poverty 1 Popula- tion Current Law Uninsured 15.4 5.7 34.1 12.8% Covered Through Tax Credits and Deductions 14.9 5.0 24.1 9.1% Covered Through Market and Other Reforms 0.4 0.6 5.0 1.9% Total Newly Covered 15.3 5.6 29.2 11.0% Remaining Uninsured 0.1 0.2 ²4.9 1.8% 1 Poverty here is the income level at which individuals, couples, and families must begin paying income taxes. 2 Many of the 4.9 million remaining uninsured are eligible for a credit or deduction. Chapter 5 Making the System More Cost-Effective A. Overview Over the past several decades, per capita More efficient forms of health insurance health care costs in the United States have coverage are available. These include fee increased more than 4 percent per year for-service coverage with modest cost sharing faster than general inflation. Since 1960, and coordinated care coverage, where the real per capita health spending has grown health plan strives to buy the best package as a share of GDP from 5.3 percent in of health care at the lowest cost on behalf 1960 to an estimated 13.1 percent in 1991. of plan enrollees. Due to distortions in the If current trends were to continue, total health insurance market, however, demand health spending could reach 26.1 percent has been relatively weak for these more to 43.7 percent of GDP by 2030 under efficient forms of coverage. alternative assumptions (Waldo et al., 1991). Clearly, these trends are unsustainable if There are three principal distortions in the United States is to improve its economic the market for health insurance which support base and standard of living. inefficient forms of coverage: (i) government subsidies which reduce consumer sensitivity This rapid growth reflects a number of to cost, (ii) opportunities for favorable risk factors that cannot easily be changed or selection-or "cream-skimming"-which can controlled: the demographics of the U.S. popu- give inefficient health plans an unfair cost lation, the labor-intensive nature of health advantage, and (iii) limited consumer informa- care services, and the introduction of bene- tion regarding the quality of care in competing ficial-but highly costly-new technology. health plans which can lead consumers to Other causes of rising health care costs— mistake higher price (or more intensive service market failures in health care and health delivery) for better care or superior outcomes. insurance-can and should be addressed through enhanced competition. There are other weaknesses in our current system as well. Substantial consumer and Currently, the mix of health services pro- provider uncertainty exists regarding the effec- vided is not necessarily that which fully tiveness of a broad range of alternative informed consumers would purchase under diagnostic and therapeutic procedures. More- optimal conditions and services are not pro- over, prevention often is neglected resulting duced at minimum cost. A key issue is in needless illness and greater cost. Finally, the role of insurance. While health insurance our current legal system increases health has important benefits-it protects individuals care costs by fostering "defensive medicine" and families from unexpected high health and excessive litigation costs. care costs and it reduces financial barriers to care-traditional fee-for-service insurance Against this background, the outlines of with low cost-sharing stimulates over-utiliza- a comprehensive reform strategy become ap- tion of services. The reason is straightforward: parent. The key initiative is to shift health with insurance paying most of the cost, care delivery to a more market-based, competi- health care is perceived to be a free good tive system. Other critical elements include for patients and demand for medical care reducing administrative costs, coordinated care increases above optimal levels. Moreover, insu- initiatives, more prudent purchasing of care lated from the cost of care, consumers have (particularly through public programs), preven- little reason to shop for the best price. tion, and malpractice reforms. 31 316-608 0 - 92 - 3 : QL 3 32 The President's Comprehensive Health Reform Program Each of these elements move the system likely to provide more efficient forms of toward greater efficiency. Together, these ele- insurance coverage to all employees-not just ments form the building blocks of a more those directly affected by the change in fully integrated market-based system. tax policy. Because coverage does not correlate highly with income (Taylor and Wilensky, Strengthening Competition 1985), this spillover effect is plausible. The President's reform proposal has three Non-medical areas will experience spillover main elements which will strengthen com- benefits as well. By subsidizing health insur- petition. These elements will lead to greater ance for low-income workers, the tax credit efficiency and a more equitable allocation will encourage re-entry into the work force- of resources. The nature of competition will particularly for Medicaid recipients who may shift. Providers and the mix of services fear losing insurance coverage if they resume will be chosen based more on price relative employment. Broader health insurance should to quality and meaningful outcomes. also lead to productivity gains from improved health status for the uninsured unemployed/ Changes in Tax Policy.-The President's working poor. Plan contains two changes in tax policy that make health care moare widely available and Insurance Market Reforms.-The insur- affordable: (i) a transferable tax credit for low- ance market reforms will help make com- income individuals and families, and (ii) a de- petition more effective as a means of encourag- duction for self-paid health premiums of up ing greater efficiency. The market reforms will to $1250/$3750 for middle income individuals effectively block "cream skimming" or favor- and families. able risk selection. This will cause competitors to focus on cost-containment and quality. The transferable tax credit is a crucial Group purchasing through Health Insurance reform. For the first time, government assist- Networks ("HINs") will also give small busi- ance for low-income individuals and families nesses greater market "clout." And, pre- will be provided through tax credits rather emption of State-mandated benefit and anti- than through a publicly administered health managed care laws will give health plans new insurance program. Reliance on tax credits flexibility to respond to market pressures for will allow increased consumer choice. Tax greater efficiency and cost savings. credits to low-income individuals will permit them to shop among plans and coverage Improved Information.-Comparative cost options. Moreover, because the credit is set and quality information would be made avail- as a fixed dollar amount rather than as able to purchasers through a new series of a percent of premium costs, consumers will State and local initiatives. Providing this infor- be cost-sensitive and purchase additional cov- mation is a critical element for a pro-com- erage only when the benefits of such coverage petition reform strategy. Comparative informa- tion for individual and institutional purchasers at the margin outweigh competing goods and services. will enable purchasers to shift demand to- wards high-value health plans and providers. Consumers affected by the tax credit and This, in turn, will provide powerful incentives the capped deduction can be expected to for plans and providers to compete by control- be more cost-conscious. Restoring marginal ling costs while improving quality. Even a mi- cost sensitivity in this way could result nority of well-informed consumers can influ- in a 5 percent one-time reduction in health ence other consumers and the direction of the care costs for those affected (Chernick, Holmer, market (Pauly, 1978). Plans and providers that and Weinberg, 1987). This estimate is consist- demonstrate equivalent or superior outcomes ent with other studies which indicate one- at lower cost would gain a competitive edge. time savings of between 2 percent and 13 Service utilization and costs could be cut ap- percent (EBRI, 1989). preciably with no deterioration in outcomes. While these reforms will directly affect Funding will increase for outcomes research. only a portion of the population, a broader This research will better define the safety spillover effect seems likely. Employers are and effectiveness of key medical and surgical Making the System More Cost-Effective 33 procedures and will facilitate more appropriate The Secretary of Health and Human Serv- use of costly technologies. Funding also will ices is leading a number of initiatives to increase for efforts to develop practice guide- streamline administrative procedures. These lines for practitioners. By specifying a "best include accelerated development of data stand- practice" approach for specific conditions, ards for electronic claims processing, and guidelines can help prevent unnecessary or encouragement of electronic medical records potentially harmful care. for insurance enrollees. Administrative Savings Coordinated Care Some administrative costs (e.g., spending The President's reform proposal would en- on utilization review) can result in net savings courage greater use of coordinated care ar- by identifying and preventing costly, un- rangements through increased enrollment in needed, and potentially dangerous care. The public programs-Medicare and Medicaid- U.S. leads the world in health care quality and eliminate State laws that hir der develop- assurance. Quality assurance increases admin- ing these arrangements. istrative costs, but adds important value "Coordinated care" refers to a diverse- for consumers. and still evolving-set of alternative delivery Nonetheless, there are areas where overhead models introduced over the last two decades. costs in the U.S. are excessive and savings Examples include Health Maintenance Organi- are possible. One area of concern is adminis- zations (HMOs) and Preferred Provider Orga- trative and marketing costs for health insur- nizations (PPOs). Coordinated care plans offer ance sold to small businesses. Overhead costs the potential of: lower cost, improved outcomes can be as high as 40 percent of total through better quality assurance, and ex- premiums for small businesses compared with panded consumer choice among health service less than 6 percent for large businesses. delivery options. Coordinated care systems Another area of concern relates to the high closely integrate the financing and delivery cost of paperwork associated with billings of health care. Unlike fee-for-service medicine, and claims forms. clinical decisions are coordinated across the full continuum of care. Under the Administration's proposal, group purchasing arrangements, or Health Insurance Accumulating evidence presented in sub- Networks, for small businesses will help re- section B shows direct savings from coordi- duce administrative and marketing costs. And nated care as high as 30 percent. Other market reforms will reduce overhead costs studies show significant "spillover" savings: by prohibiting insurers from refusing coverage as coordinated care systems gain market to particular individuals in a group due share in local markets, fee-for-service costs to their health status and by discouraging are reduced as providers are forced to compete frequent changes of insurers. more vigorously. And, it is important to Table 5-1. Savings From Small Market Reforms: Administrative and Bargaining Effects (Expressed as percent of total premium, by firm size) Total Adminis- Total Savings Firm Size Claims tration Savings with Bargaining Effects Fewer than 4 12.6 15.9 5-9 10.6 13.1 10-19 9.1 10.9 20-49 7.4 8.5 50-99 5.5 6.0 34 The President's Comprehensive Health Reform Program stress that the cost containment potential (iii) health promotion activities, such as cam- of coordinated care is dynamic. Further sav- paigns to reduce smoking, increase seat belt ings are likely as management systems im- use, or encourage early prenatal care for prove and as better techniques for delivering low-income women. medical care are developed. Medical Professional Liability Reform Prudent Purchasing in Public Programs Medical malpractice reform is a key element Expenditures for both Medicare and Medic- of health system reform. Malpractice pre- aid programs have continued to grow at miums more than doubled from approximately double digit rates. Medicare baseline growth $2.7 billion in 1984 to $5.6 billion in 1989. for fiscal year 1992 is projected at 11.8 And, the threat of malpractice forces doctors percent; expenditures under Medicaid have to practice "defensive medicine"-ordering un- increased at nearly 25 percent on average necessary tests and procedures simply as over the last four years, making it the documentation to protect against litigation. fastest growing domestic program. Prudent Defensive medicine costs are estimated at purchasing and other measures to improve about $21 billion a year. The current system efficiency could reduce growth in Medicare also involves lengthy delays and excessive costs. Medicaid cost growth would be slowed litigation costs. by encouraging greater reliance on coordinated care and by providing States with greater To address these problems, the Administra- flexibility. These savings will be achieved tion is proposing comprehensive reform. States with no reduction in benefits for program would be encouraged to reform medical mal- recipients. practice litigation by: (i) capping the amount of allowable non-economic damages; (ii) elimi- The Administration also supports measures nating joint and several liability for non- to stop abuses in the current system. For economic damages; (iii) eliminating the collat- example, payment for physician self-referrals eral source rule that allows for double recov- would be prohibited under the Medicare and ery; (iv) requiring structured payments for Medicaid programs. Physicians and other pro- malpractice awards, as opposed to lump sum viders increasingly refer patients for tests payments; (v) promoting pretrial alternative or to diagnostic centers in which they hold dispute resolution to encourage reasonable some financial stake-a clear conflict of inter- settlements; and (vi) implementing procedures est. Recent evidence indicates these "self- to enhance quality of care. These reforms referral" arrangements can increase costs per would also be applied to Federal courts, episode by as much as 400-700 percent and alternative means of resolving medical (Florida Cost Containment Board, 1991; malpractice claims would be piloted within Hillman et al., 1990). the Federal Employees Health Benefits Pro- Prevention gram. Prevention is a "win-win" investment. In addition, the President's reform proposal Health care costs can be cut while improving supports amending State and federal rules well-being and increasing worker productivity. of civil procedure to provide that a party Healthy behaviors can prevent between 40 who refuses to engage in alternative dispute and 70 percent of all premature deaths, resolution and who loses at trial must pay a third of all cases of acute disability, the other party's attorneys' fees. Finally, and two-thirds of all chronic disability. Accord- the Department of Justice will provide addi- ingly, the President's plan focuses on preven- tional guidance concerning the application tion efforts which have maximum return of the antitrust laws to certain aspects of the health care system. on investment. Specific initiatives include in- creased funding for: (i) vaccine research and Practice guidelines and standards of care other research targeted at preventing specific have assumed growing importance in providing diseases; (ii) screening programs such as quality assurance. Such guidelines and stand- blood lead level testing, pap smears, mammo- ards also may play an important role in grams, and blood cholesterol testing; and reducing defensive medicine. Their implica- Making the System More Cost-Effective 35 tions for malpractice litigation will be the marginally useful care, including cost-increas- focus of scrutiny by the Secretary of Health ing technologies. and Human Services. Increased use of coordinated care by Medi- Overall System Effects care and Medicaid would reinforce these mar- Each of the individual elements will encour- ket shifts. Public and private activity combined age greater efficiencies and a more fair could make coordinated care plans the domi- allocation of resources across the U.S. health nant system. The market power enjoyed by care system. coordinated care approaches would further mean that norms of care (and consumer Tax policy changes, health insurance market and physician expectations) would increasingly reform, and greater availability of comparative be established by this sector. value information will together generate in- creased cost sensitivity and increased con- sumer shopping across all income and occupa- Projected Savings Estimates tional groups. Suppliers can be expected to The President's health care reform proposals respond with more affordable benefit packages can reduce the rise in health expenditures. and a more efficient mix of services. For The individual savings estimates, both static example, use of cost-sharing and coordinated and ongoing, are presented in Chart 14. care plans could increase. As coordinated By 1997, total health expenditures could care plans achieve greater premium cost be cut by 6 to 14 percent if the proposals advantages, more individuals would switch are adopted. to these plans from fee-for-service coverage. And, coordinated care plans would have incen- In dollar terms, projected system-wide sav- tives to increase savings by making provider ings through 1997 would total $394 billion. networks more selective and by reducing Projected estimates of cumulative savings Chart 14. IMPACT OF HEALTH REFORMS ON PROJECTED U.S. HEALTH SPENDING PERCENT OF GDP 30 BASELINE WITHOUT REFORM 25 LOW SAVINGS ESTIMATE 20 15 HIGH SAVINGS ESTIMATE 10 5 0 1965 1970 1975 1980 1985 1990 1995 2000 2005 2010 2015 2020 2025 2030 SOURCE: Office of Management and Budget 36 The President's Comprehensive Health Reform Program through the end of the decade total nearly Incentives for coordinated care; a trillion dollars-$954 billion. Making information available to consum- Over the longer term running into the ers; next century, many of the President's proposed reforms can be expected to reduce the growth Increases for prevention programs and rate of real per capita medical expenses. higher levels of personal responsbility; As shown in Chart 14, the long-term rate Malpractice reforms; of growth in the Nation's health care costs Reductions in administrative costs; can be cut from 10 to 19 percent. A lower growth rate in per capita costs, will eventually Increased efficiency, reduction in waste, restrain the share of medical costs in the and increased cost-effectiveness of publicly total economy. By 2030, the share of GDP funded programs. devoted to health care will be 4 to 8 percentage points lower. Instead of 27 percent (the The combination of these reforms will yield middle range projected estimate), it could public sector savings that would be sufficient be 19 percent. to offset the new health insurance tax credit and deduction. Summary Health care savings are to be achieved through implementation of the following re- forms: B. Encouraging Coordinated Care Overview care through a coordinated care arrangement as opposed to less than 2 percent in 1980. Rapid increases in health care costs have The trend is based on the realization that focused attention on the inflationary incentives coordinated care systems offer better incen- inherent in fee-for-service and cost-based reim- tives for appropriate, less costly, high-quality bursement, which traditionally have character- health care. ized American medicine. Under fee-for-service arrangements, physicians and other providers Coordinated care plans redirect incentives. have incentives to perform more, not fewer, The organization is placed at financial risk services, because practitioners receive higher for the entire continuum of patient care. levels of income by providing additional care. Many of these extra services offer little As a result, coordinated care plans have or no additional health benefit. Moreover, incentives to organize their systems and under these systems, health care delivery deliver care in the most efficient manner is often fragmented, with patients receiving possible. Selective contracting to obtain services from different providers without any discounts, exclusive use of providers, and means of coordination. provider payment incentives are ap- proaches utilized to improve efficiency. In the past decade, health care delivery in the United States has been moving away Importantly, there are also incentives to from fee-for-service medicine toward "coordi- ensure that the plans deliver high quality nated care" plans. The term refers to a care: diverse-and still evolving-set of delivery -Unlike fee-for-service medicine, the models that integrate the financing and deliv- plans are responsible for the entire epi- ery of care and alter the incentives for sode of any illness and for the future both providers and consumers of care. As welfare of the patient. Thus, plans have Chart 15 indicates, by 1989, some 27 percent of workers in medium and large firms received incentives to keep patients healthy and Making the System More Cost-Effective 37 Chart 15. COORDINATED CARE ENROLLMENT IN MEDIUM AND LARGE FIRMS PERCENT OF WORKERS 35 30 27 26 25 20 14 15 10 5 4 5 2 0 1980 1982 1984 1986 1988 1989 HEALTH MAINTENANCE ORGANIZATIONS PREFERRED PROVIDER ORGANIZATIONS SOURCE: Interstudy, BLS Annual Survey to ensure the most rapid and complete Models of Care recovery from illness. An important byproduct is that plans An array of coordinated care plans currently have incentives to offer preventive serv- exist. A popular example is the preferred ices. provider organization (PPO), in which a net- -Moreover, plans must maintain high work or panel of providers contracts with standards of quality because plans com- the entity. Many consumers have favored PPOs because they allow greater freedom pete for patients and patients can choose to enroll elsewhere. of choice in selecting providers. Typically, providers are reimbursed for services based Coordinated care plans employ a variety on a negotiated fee schedule. Providers gen- of mechanisms to ensure high quality care erally accept lower fees in exchange for and coordination of services. These include directed access to increased numbers of pa- utilization review to determine whether serv- tients. Utilization review programs ensure ices are medically necessary and appropriate, that physicians do not offset lower fees with pre-admission certification, second surgical inappropriately increased volume. Consumers opinions, patient case management, and the may choose a provider outside the PPO use of primary care physicians as coordinators network, but face additional out-of-pocket pay- and managers of care. ments. Coordinated care plans are "win-win" or- A second example is point-of-service (POS) ganizations for providers and consumers. plans that utilize a network of participating Consumers can receive high quality care practitioners. Beneficiaries select a primary with additional benefits such as preventive care physician, who makes all referrals for services. Efficiency gains can mean better specialty care. If individuals seek care from returns for providers and lower premiums a participating provider, they incur little for consumers. or no additional costs. Individuals opting 38 The President's Comprehensive Health Reform Program to seek care outside the plan face higher service results in substantial savings while deductibles and copayments. ensuring quality care. A third well-known example is the health A number of studies indicate cost savings maintenance organization (HMO), in which associated with the use of coordinated care a defined, comprehensive set of health services (Luft, 1980; Luft, 1981; Manning et al., is provided to an enrolled group of individuals. 1984, 1987; McCaffree et al., 1976; Luft, The organization assumes financial risk for 1978; Roemer and Shonick, 1973; Wolinsky, part or all of the group's health care. In 1980)-as high as 30 percent (Luft, 1981). the "group model" HMO, a physician group Other studies (Dowd, 1986; Robinson, 1991; contracts with the entity at financial risk. Rossiter, 1989; Scheffler et al., 1988; Welch, Under the "staff model" HMO, physicians 1990) have shown "spillover" cost-savings into are employees of the HMO. the fee-for-service sector as coordinated care Perhaps not surprisingly, other countries plans increase their market share in an such as Canada and the United Kingdom area and stimulate competition among a are now emulating the characteristics of co- variety of plans, thereby driving down costs. ordinated care arrangements: Evidence regarding cost savings from coordi- The United Kingdom has recently imple- nated care is ongoing, in part because of mented the most thorough reform of its the newness of plans and their changing system since its founding, by installing organizational nature. Further savings are likely as management systems improve and elements of market responsiveness by pro- viders, especially by HMO-like private as better techniques for delivering medical physician groups; care are developed. While there has been debate about whether Canadians are experimenting with "Health Service Organizations" which are some of the savings associated with HMOs similar to HMOs in concept but which do can be attributed to favorable selection (i.e., not always have the prepaid, locked-in en- healthier people enrolling in HMOs), the rollment features that can increase effi- Rand Health Insurance Experiment (Manning et al., 1984) demonstrated that HMOs provide ciency. significant potential savings over fee-for-serv- ice medicine. Assessment of health outcomes Evidence: Cost and Quality between the HMO group and the traditional Evidence indicates that coordinated care fee-for-service group showed no difference. plans offer health care to enrollees that In this multi-year demonstration in which is as good as, or superior to that of fee- individuals were randomly-selected into an for-service medicine. Studies have generally HMO, reported savings over 5 years were shown comparable quality based on assess- as high as 25 percent, compared to patients ments of medical records between fee-for- randomly selected into fee-for-service arrange- service medicine and HMOs (Cunningham ments. and Williamson, 1980; Luft, 1981). In addition, studies have shown that beneficiary satisfac- Trends in Enrollment tion is very high in Medicare HMOs and Private Sector Growth-The shift toward equal to that found in Medicare as a whole (Rossiter, 1989). Moreover, Medicare HMOs coordinated care over the past decade has been clear. As Chart 15 illustrates, in 1989 over offered more supplemental benefits, including 27 percent of all employees in medium and preventive services, for a lower premium large firms receive care through HMOs or than that of traditional Medigap policies PPOs. The most significant growth has oc- (which pay deductibles and co-payments not curred in those coordinated care plans that covered by Medicare). In general, HMOs offer consumers substantial flexibility to have been able to reduce hospitalization and choose their own physicians. increase the use of primary care. A lower number of hospital patient days for coordi- Public Programs.-Enrollment in public nated care plans versus traditional fee-for- programs has been less robust. Medicare began Making the System More Cost-Effective 39 to enter into fixed price contracts ("risk con- A final problem is that until 1992, the tracts") with HMOs in the mid-1980s. How- only coordinated care option available to ever, HMO enrollment has stalled since 1986, the elderly has been HMOs, a structure with risk enrollees only increasing from 1.0 that is too rigid and inflexible for many to 1.3 million beneficiaries. Only 3 percent of Americans. As more flexible options be- Medicare beneficiaries currently are enrolled come available, this could dramatically in alternative plans, in striking contrast with change their interest in coordinated care. the under 65 population. For Medicaid, HMOs have had legislative The most serious problem is that the el- authority to enter into contracts with State derly have typically not used HMOs dur- agencies since 1967. However, Congress adopt- ing their nonelderly years and have some ed measures in the 1980s inhibiting HMO reluctance to become involved in a new contracting with Medicaid. delivery system during a time when they Current law authorizes use of new forms can expect to become heavy users of health care. As more individuals with experience of alternative delivery arrangements, such in coordinated care plans turn 65, this as primary-care case management (with an problem will diminish. appointed physician or other primary care provider serving as a gatekeeper to specialist A second problem is that HMOs have a and inpatient services) and health insuring limited ability to offer seniors a more at- organizations (a fiscal intermediary that func- tractive benefit package than what is of- tions much like the insurance portion of fered by FFS Medicare. This is especially an HMO by providing strong utilization con- true for seniors (about 40 percent) who trols). This meant States had a variety of have employer-based supplemental bene- alternatives for testing the cost-effectiveness fits. These supplemental benefits can over- of Medicaid recipients into coordinated care lap with HMO-based benefits under Medi- plans. care coverage. Moreover, HMOs cannot offer cash rebates to seniors because they By 1991, nearly two and one-half million are prohibited from doing SO by anti-kick- Medicaid recipients across 28 States received back provisions. Nor can they lower Part care under coordinated care arrangements B premiums. (Hadley and Langwell, 1991; Wilensky and Rossiter, 1991). Nevertheless, these gains in A third problem is that HMOs compete enrollment still account for less than 10 with a large, government program that percent of Medicaid recipients nationally. has near monopsony power in most mar- ket areas. Medicare purchases FFS care Increasing Incentives for most of its beneficiaries and obtains deep price discounts due to its large mar- The President's reform proposal emphasizes ket share. These price discounts may over- greater use of coordinated care arrangements whelm potential savings that HMOs can through increased enrollment in the private obtain from discounts and better control sector and through public programs. over utilization. In the private sector, millions of Americans A fourth problem has been that HMOs are eligible for the transferable tax credit (cer- paid only 95 percent of comparable FFS tificate) would have the choice of enrolling costs (because of presumed efficiencies). in coordinated care plans offered within their Nevertheless, HMOs face marketing and State. Because of efficiencies of care provided enrollment costs unlike government. They by HMOs and other alternative delivery ar- further face greater financial risk on aver- rangements, premiums offered by these plans age due to full prospectivity, relatively would be expected to be very competitive small numbers of enrollees, and an Aver- relative to traditional fee-for-service plans. age Annual Per Capita Cost (AAPCC) pay- From a quality and continuity of care perspec- ment methodology which currently fails to tive, plans could provide more primary/preven- predict resource use and can fluctuate sub- tive and comprehensive benefits relative to stantially year-to-year. fee-for-service plans. 40 The President's Comprehensive Health Reform Program Medicare and Medicaid.-Through the A summary of the individual initiatives public programs, incentives for coordinated are listed in the table below. care will be pursued more aggressively. As Chart 16 demonstrates, the percent of Medi- Creating New Options.-New options, care and Medicaid recipients currently enrolled such as Point of Service (POS) and Employer POS would be initiated. Under current law, in coordinated care programs lags significantly behind private sector enrollment. Medicaid ini- a beneficiary who wants to receive benefits tiatives will be encouraged through increased through an HMO must enroll with that plan. State flexibility and federal matching rates Beneficiaries enrolling in HMOs with risk con- tracts are required to receive all of the Medi- that are based on a per capita basis-discussed care covered services through the HMO. in greater length in section G of this chapter. Medicare is discussed in more detail here. In recent years, employers have moved toward health plans where individuals make HCFA will initiate a two-pronged approach a choice at the point of service of whether because the only coordinated care alternative to receive care through the plan's network currently is the HMO option. Medicare will: of providers or outside that network. These create new options, as alternatives to the plans have been popular with employees most structured form of coordinated care and have achieved the desired results of (HMOs), that would provide beneficiaries moving a significant percentage of services with greater provider choice while intro- into the preferred provider network. ducing them to the benefits of coordinated Under POS, HCFA would enter into multi- care; and year contracts with POS contractors to create take steps to strengthen the existing HMO comprehensive preferred provider networks option. (primary care physicians, specialists, hospitals, labs, etc.) for beneficiaries not enrolled in Chart 16. PUBLIC PROGRAMS LAG IN COORDINATED CARE PERCENT ENROLLED IN COORDINATED CARE 35 30 27 25 20 15 11 10 3 5 0 MEDICARE MEDICAID MEDIUM AND LARGE EMPLOYERS Making the System More Cost-Effective 41 Table 5-2. Summary of Medicare Corodinated Care Initiatives General Approach Initiative Features/Comments Create New Options Point-of-Service multi-year contracts preferred provider networks negotiated discounts Employer union/employer-sponsored plan Point-of-service provide medical review/utilization review coordination of services/benefits Case Management high cost/chronic cases voluntary plan of care medical/utilization review Strengthen Risk-Based 100 Percent AAPCC 2 options: Program. (1) increase AAPCC payment (2) outlier payments/beneficiary rebates Reform AAPCC Methodology (1) use USPCC to update rates in high penetration areas (2) experiment with competitive bidding approaches Increased Flexibility (1) large group contracts (2) multi-year contracts (3) continuous open enrollment (4) comparative information materials Refine Current AAPCC Methodology (1) working aged adjustor (2) health status adjustor Reform Cost Contract Options advantage: introduces beneficiaries to plan option disadvantages: poor incentives for efficiency would over time phase-out Strengthen Oversight expand sanction authority for: (1) prohibited marketing practices (2) illegal marketing material (3) non-compliance with quality review risk plans. POS contractors would negotiate ing coordinated care program. The President's discounts for combined Part A and Part plan will initiate several actions that will in- B payments for high cost/high volume surgical crease investment in the current program. procedures. They would also negotiate other discounts from providers and suppliers. POS For example, one important approach will physicians would have incentives to make increase payments to HMOs with risk con- referrals only within the POS network. tracts. This could either be done by (i) directly increasing payments from 95 to 100 For employer POS, HCFA would contract percent of the AAPCC or by (ii) indirectly with employer or union-sponsored plans to increasing payments to 100 percent through provide medical review/utilization review (MR/ a combination of payments through an outlier UR) for Medicare covered services for retirees. pool and provision of beneficiary rebates. This would enable employers and joint union/ management Taft-Hartley trusts to coordinate Under the first option, the additional 5 benefits to retirees through the same adminis- percent AAPCC payment could encourage trative structure used to coordinate care for entry into the Medicare market of HMOs active employees and/or under-65 retirees. that currently are not participating. Existing plans could use the additional 5 percent Strengthening Existing Risk-Based Pro- to improve their competitive edge against gram.-For the longer run, the more signifi- Medigap plans by offering additional benefits cant initiative will be to strengthen the exist- or providing rebates to beneficiaries. 42 The President's Comprehensive Health Reform Program Under the second option, Medicare would percent enrollment the AAPCC actually de- make additional payments to HMOs through creased over the past three years. an outlier pool for a portion of the costs Several options are available such as (i) of high cost cases above a predetermined recomputing the rates for high penetration threshold. For example, if Medicare paid areas based on the growth in the USPCC for 60 percent of the costs for cases that rather than changes in the geographic factor, exceeded $61,000 in 1993, payments to HMOs and (ii) experimenting with competitive bid- would increase on average by 2.5 percent. ding to establish payment rates. In addition to outlier payments, Medicare Several other initiatives to strengthen the could provide rebates to beneficiaries enrolled current risk-based program are not detailed in HMOs as a concrete sign of the support here but are summarized in the table above. of the risk contract program. The rebate could equal 30 percent of the Part B premium. Anti-Coordinated Care Laws A second general approach to strengthen Currently, many State-based laws and regu- the current program will be through reform lations discourage greater use of coordinated of the current AAPCC payment methodology. care arrangements. Examples of these barriers Although the AAPCC methodology is accurate include restrictions on reimbursement rates, in predicting the costs for an HMO's total restrictions on selective contracting for provid- enrollment, its predictive power in regard ers and services, restrictions against certain to individual enrollees is extremely low. financial incentives arrangements, and utiliza- tion review activity. The President's plan Even though enrollment in risk plans as would protect health plans from anti-coordi- a percent of total Medicare enrollment is nated care laws and regulations. low, in some counties enrollment is greater than 25 percent. Over the past few years Second, federal waivers are currently ap- the increases in the AAPCCs for these counties plied to demonstrating and evaluating new coordinated care approaches, in effect des- has lagged behind the national average in- ignating them as exceptions to mainstream crease (USPCC). For example, while the na- health care policies and practices. Under tional average increase in rates for the past the President's Plan, these waivers of excep- three years was 22.6 percent, in one county tion would be "flipped." States would have with 34 percent enrollment the increase was to apply for exceptions to coordinated care 15.5 percent. In another county with 27 policies instead. C. Providing Comparative Value Information for Health Purchasing Background People now routinely make many decisions about insurance coverage and medical care. Providing useful information for purchasing Strengthening competition through the tax health care is a critical element for a pro- credit and through health market reforms competition health reform strategy. Informed will encourage more direct comparisons with consumer choices should guide the delivery costs and outcomes-that is, assessing the of medical care. In a market of coordinated value of their health care dollar. care organizations, consumer choice could be exercised through selection of a health plan Currently, meaningful information about in which to enroll. With traditional fee- comparative costs and outcomes is not rou- for-service coverage, consumer choice would tinely available to consumers. Consequently, be exercised through decisions about providers consumers are unable to assess the value and procedures. of their health care dollars by making compari- sons of costs and outcomes across health Making the System More Cost-Effective 43 care providers and health plans. This lack ployee Health Benefits Plan (FEHB) makes of consumer information has potentially harm- consumer choice relatively easy, and this ful effects on consumers and the Nation. is something of a model for improved consumer Anecdotal information is unreliable. involvement. Since 1979, Washington Consum- As a result, consumers and purchasers ers' Checkbook has prepared an annual guide of care often do not know what they are to federal plans in the Washington, D.C. buying. In the absence of information, consum- area. The guide compares plan benefits, special ers are apt to rely on higher price or features such as dental coverage or customer more intensive service delivery as proxies service, eligibility, premiums, and out-of-pocket costs, and draws conclusions on values. The for quality. Thus, limited consumer informa- results of the comparisons have influenced tion can insulate providers from competition and can lead to excessive prices and inefficient market share during each federal employee delivery of care. open season. For example, during the 1980 enrollment period, a plan that was ranked Wider availability of cost and outcomes highly in terms of benefits relative to costs information will strengthen incentives for effi- increased its Washington D.C. enrollment ciency, especially when coupled with changes by 120 percent, compared with less than in government subsidies for insurance. Health a 20 percent increase nationally. plans that demonstrate equivalent (or superior outcomes) at lower premium cost would gain More sophisticated prototype systems for a competitive edge. Similarly, people want comparing costs and quality are available to know, for example, if Hospital A provides as well. The Pennsylvania Health Care Cost better care than Hospital B and would choose Containment Council publishes information accordingly, if they could. Because consumers about what hospitals charge and comparisons tend to mistake higher cost or more intensive of mortality rates for every hospital in the State. service delivery as proxies for better quality, service utilization-and costs-could be cut This information allows consumers to learn, appreciably with no deterioration if consumer for example, that two hospitals within 40 choices were guided by valid cost in quality miles of each another charge very different and quality information. prices for the same procedure. For coronary Through concerted public/private sector ac- artery bypass surgery, one hospital charged $17,490 while the other charged $28,059 tion, it should be possible to implement in 1989. information systems that would enable health care purchasers to make meaningful compari- The Council also calculates actual mortality sons of cost and quality between health rates and projected mortality rates following plans and health care providers. The long- hospital stays for hospitals that take into run potential to control costs while improving account age and sickness when admitted, quality is substantial. Even a minority of two of the many variables that determine well-informed consumers can influence other how sick a population a hospital treats. consumers and the direction of the market This data shows that for the same two (Pauly, 1978). With better information, health hospitals, the lower cost hospital had a plans that manage cost-increasing technologies lower mortality rate than expected and the could pass the savings on to purchasers. higher cost hospital had a higher than ex- Cost-increasing technologies would be utilized pected mortality rate. only if consumers believe that the resulting improvement in health outweighs the added To encourage greater employee support for selective contracting and to provide hospitals cost. with stronger incentives to improve quality Comparative value information can change while controlling costs, a group of major consumer decision making. For example, employers in Cleveland, Ohio, is sponsoring Washington Consumers' Checkbook, a maga- the Cleveland Health Quality Choice (CHQC) zine published by a nonprofit organization, project. CHQC is developing a state-of-the- illustrates that consumer's use of information art system for measuring and comparing changes market behavior. The Federal Em- the quality of care in Cleveland-area hospitals. 44 The President's Comprehensive Health Reform Program The system will include a survey to measure delegate this responsibility to private sector perceptions of quality from the patient's stand- groups. States could give preference to local point and a system for measuring quality health care purchasing coalitions, such as from a clinical standpoint. Patient outcomes the Cleveland Quality Health Choice coalition. (e.g., death and complications) in hospital intensive care units and for selected medical Within one year of enactment, States would and surgical admissions will be monitored develop and make broadly available informa- with detailed clinical adjustments to account tion regarding average prices and costs for for differences in severity of illness. common health care services. Information could include mean and median prices and CHQC hopes to be producing quality reports a measure of the variability across and on a routine basis starting in 1992. CHQC within market areas. This information could expects that participating employers would be especially useful for large purchasers of use this information to guide their health care for preferred provider arrangements and purchasing decisions. Employers would share negotiated discounts. Sufficiently discrete defi- this information with their employees to encourage use of the selected providers. While nitions (e.g., utilizing standardized profes- it will be several years before the full impact sional codes like CPT-4 codes) of a broad of the program can be assessed, and the range of representative services could be Cleveland group must overcome many hurdles, developed to permit meaningful comparisons. use of outcomes data to compare quality Within five years, States would develop is growing in its popularity and its impact. systems to provide comparative quality and Other systems for measuring outcomes have outcomes data for health care purchasers been developed as well. A consortium of and for consumers choosing health plans HMOs is working with leading researchers and hospitals. from RAND corporation to develop indicators The Federal Government would implement of quality that could guide consumers in these information systems directly in the selecting between competing HMOs. The case of inaction by the State and would MedisGroups system is routinely used by charge a user fee to defray the cost. over 500 hospitals nationwide to monitor quality. And, the Health Care Financing The Secretary of Health and Human Serv- Administration will begin to implement the ices (HHS) would develop prototype systems, Uniform Clinical Data Set (UCDS) system such as Medicare's Uniform Clinical Data to monitor the quality of hospital care provided Set (UCDS), to facilitate data gathering and to Medicare patients in the Nation's hospitals. comparisons of outcomes. There would be an emphasis on experimentation to test dif- Proposal ferent methods for gathering and analyzing Under the Administration's proposal, each outcomes and quality information. HHS would State would implement programs to help fund evaluations to determine the most cost make comparative value information more effective methods (e.g., those methods that readily available for health care purchasers. yield the most useful information at lowest This initiative would be included as part cost). of the health insurance market reform pro- When appropriate, national standards could posal. be established to facilitate uniform data gath- States could develop information systems ering that would facilitate analysis and com- directly, as Pennsylvania has done, or could parisons across the Nation. Making the System More Cost-Effective 45 D. Encouraging Personal Responsibility and Prevention Personal Responsibility Public and private efforts to promote healthy Reform of the U.S. health care system behavior have already achieved dramatic re- can neither be fully effective nor complete sults: until there are basic changes in how Ameri- Smoking.-The Nation has witnessed a dra- cans view responsibility for their own health. matic change in behavior as the incidence Individuals must choose, for example, to im- of one of the leading contributors to pre- prove eating habits and increase exercise; ventable deaths, smoking, has declined to reduce consumption of alcohol and tobacco; from 40 percent in adults in 1965 to 28 to end substance abuse; to avoid the high percent in 1990. This change was brought risk behavior that spreads HIV; to seek about through a combination of actions by the necessary medical examinations and vac- individuals, private industry, health pro- cinations; to seek early prenatal care; to viders, and all levels of government. wear seat belts and take other necessary precautions; and to learn to resolve conflicts Traffic Accidents.-Increased use of safety without resort to violence. Personal decisions belts, declines in drunk driving, and better about how to live may have the most impor- vehicle crashworthiness have cut the traf- tant effect on the Nation's health and the fic fatality rate by 50 percent since 1973. cost of caring. If the traffic fatality rate had remained About half of the 2.2 million deaths which at the 1973 level, an additional 40,000 occur in the U.S. every year are potentially lives would have been lost in 1991 alone. preventable, as are many of the illnesses One of the most important factors in re- that afflict millions of Americans. Many of ducing the traffic fatality rate has been the "risk factors" for these diseases involve the growing use of seat belts and child freely-made individual choices. Better control safety seats. As shown in the accompany- of fewer than 10 factors-such as diet, pre- ing chart, simply accepting the personal natal care, exercise, the use of tobacco, alcohol responsibility for using these safety de- and illegal drugs, and the use of seat belts- could prevent between 40 and 70 percent vices has saved many lives. As people in- of all premature deaths, a third of all cases crease their use of seat belts, child safety of acute disability, and two-thirds of all seats, and air bags, the Nation will see cases of chronic disability. Since the preserva- more lives saved every year. Air bags will tion of individual choice is a cornerstone be installed in an estimated 90 percent of American democracy, disease and injury of all new cars sold in the United States prevention must become individual as well by 1995. as national priorities. In this, the Nation Heart Disease and Stroke.-During the must encourage a culture of character, which 1980s, death rates declined for two of the actively promotes responsible behavior and leading causes of death among Americans: the adoption of lifestyles that are conducive heart disease and stroke. Much of this to good health. progress is attributable to changes in be- Benefits of Taking Responsibility for havior. The more than 40 percent decline Health.-Personal behavior can have a dra- in heart disease mortality since 1970 re- matic effect on the quality and length of life. flects dramatic increases in high blood Regardless of access and costs, families and pressure detection and control, the decline individuals are and will remain our first line in cigarette smoking, and increasing of defense in preventing illness. Indeed, any awareness of the role of blood cholesterol strategy for constraining costs must include a and dietary fat. Stroke death rates, which plan to reduce the need for medical interven- have dropped by more than 50 percent in tion. The average American could live almost the same period, also reflect gains in hy- four years longer if currently available preven- pertension control and reductions in smok- tive measures were followed fully. ing. 46 The President's Comprehensive Health Reform Program Investing in Prevention health care spending, yet there is mounting Prevention is an important element of an evidence that prevention is cost-effective. increased emphasis on personal responsibility. Investing in Our Economic Future.-Dis- Preventive practices are, by and large, simple, ease prevention presents the opportunity to inexpensive and effective. Prevention makes dramatically cut health care costs, prevent the sense for a number of reasons. Many preven- premature onset of disease and disability, and tive interventions are proven to be cost help all Americans achieve healthier, more effective. And prevention is a good investment productive lives. Although the emphasis on for the market place, resulting in fewer prevention has led to overall health improve- productive days lost and in reduced morbidity ments, the U.S. is still burdened by prevent- and cost to the health care system. able illness, injury, and disability. Injury now Costs of Preventable Health Problems.- costs the U.S. well over $100 billion annually; There is ample research estimating the costs cancer, over $70 billion; and cardiovascular of illness and disability, in terms of diminished disease, $135 billion. longevity, productivity foregone, and money Directions for Prevention.-In recognition spent treating illness and disability. These of the clear advantages of aggressive preven- costs are particularly sobering when the illness tion activities, the government is supporting or condition could have been prevented. and enhancing prevention programs with Prevention is Cost Effective.-In 1987, known benefit, and, through demonstrations, primary prevention and health promotion ac- testing interventions for their efficacy and effi- counted for less than 5 percent of overall ciency. The Federal Government spent over $8 Table 5-3. Preventable Health Costs Health Problem Years of Life Costs (in millions of Lost dollars) Cardiovascular Disease 15,000,000 135,000 (1985 $) Alcohol Abuse 3,140,178 7,672 (1980 $) Smoking 534,870 4,509 (1980 $) High Blood Pressure 319,499 6,289 (1980 $) Cholesterol 159,333 7,655 (1980 $) Glucose Intolerance (Diabetes Mellitus) 133,627 5,239 (1980 $) Cancer 18,000,000 72,000 (1985 $) Injury 2,300,000 180,000 (1988 $) Table 5-4. Return on Investments in Prevention Savings per Total Savings per Preventive Activity Dollar Spent Year (in millions of dollars) Immunization: Measles, Mumps, Rubella 14.40 0 Polio 10.00 400 (1990 $) Hib - - Prenatal Care 3.40 - Universal Breast Cancer Screening (30 percent women age 65-74) - 3,538 (2020 $) Hypertension Screening and Effective Followup 80,000 (1986 $) Note: "_" means not available. Making the System More Cost-Effective 47 Table 5-5. Social Costs of Preventable Risks Lives Lost Disease or Condition Preventable Risk Factors (1988) Heart Disease Tobacco use, obesity, elevated blood pressure, elevated 765,156 cholesterol, sedentary lifestyle. Cancer Tobacco use, improper diet, alcohol abuse, environmental 485,048 exposures. Cerebrovascular Disease Tobacco use, elevated blood pressure, elevated choles- 150,517 terol, sedentary lifestyle. Unintentional Injuries Safety belt nonuse, alcohol abuse, home hazards 97,100 Chronic Lung Disease Tobacco use, environmental exposures 82,853 billion for prevention in fiscal year 1992. This Helping Vulnerable Populations will rise to nearly $9 billion in fiscal year 1993. Table 5-6 describes the substantial funding These programs fall into three basic categories: increases proposed in the President's fiscal (i) measures to help vulnerable populations at year 1993 budget for prevention programs. high risk of preventable disease, (ii) measures to make primary care more readily available Childhood Immunizations.-Childhood im- to disadvantaged or geographically isolated munizations are among the most cost-ef- Americans, and (iii) measures to encourage fective prevention activities. A $1 invest- healthier lifestyles. ment in Measles-Mumps-Rubella (MMR) vaccine may return $14 in averted medical care costs. Other routinely administered Table 5-6. The Budget Provides Substantial Increases for Programs Focused on Prevention and the Next Generation (Obligations in millions of dollars) Percent Percent 1989 1992 1993 Initiative Change: Change: Actual Enacted Proposed 1992 to 1989 to 1993 1993 CDC Childhood Immunization 141 297 349 +18% +148% Infant Mortality Reduction 5,681 7,950 9,365 +18% +65% (Healthy Start) - 64 143 +123% N/A Women, Infants, and Children Nutrition Assist- ance (WIC) 1,929 2,600 2,840 +9% +47% Head Start 1,235 2,202 2,802 +27% +127% Access to Primary Health Care Services 4,184 6,334 7,643 +21% +83% (Community/Migrant Health Centers) 482 594 684 +15% +42% (National Health Service Corps) 48 100 120 +19% +150% Nutrition Education 138 152 178 +17% +23% Breast and Cervical Cancer Mortality Prevention - 416 515 +24% N/A Smoking Cessation 78 106 111 +5% +42% Physical Fitness and Diet 68 100 102 +2% +50% Injury Prevention 1,482 1,862 2,026 +9% +37% Family Planning 333 461 498 +8% +50% CDC Lead Poisoning Prevention - 21 40 +90% N/A Tuberculosis Control 21 32 66 +106% +214% 48 The President's Comprehensive Health Reform Program vaccines such as Diphtheria-Tetanus-Per- Food Program for Women, Infants, and tussis (DTP) and Oral Polio are reported Children (WIC) found that for each dollar to have similarly high rates of return. spent on nutritionally at-risk pregnant Through coordinated efforts at all levels women and infants, Medicaid spending fell of government and the private sector, the by between $1.92 and $4.21 during the Nation has achieved a 98 percent immuni- first 60 days after birth. zation rate for children entering school. Head Start/Early Childhood Develop- The President's initiative will increase fed- ment.-Head Start provides a range of eral support to target efforts toward rais- comprehensive early childhood develop- ing immunization levels in inner cities and ment services, including education, nutri- other areas where health returns on these tion, health and other social services. Chil- activities are certain to be high. dren who enroll in Head Start experience Healthy Start/Infant Mortality Preven- immediate gains in cognitive growth, so- tion.-The Nation's infant mortality rate cial development, and health status. For continues to decline, having reached its every dollar invested, Head Start may lowest level ever (9.1 deaths per 1,000 live eventually save $6 in averted costs associ- births) in 1990. But while the overall in- ated with special education, crime, and in- fant mortality rate continues to decline, come support. mortality for African-American infants re- The President's initiative contains the mains twice that for white infants-dem- largest single-year funding increase in the onstrating the need for more intensely tar- history of Head Start, proposing an addi- geted assistance. tional $600 million for a total of $2.8 bil- Additional investment in prenatal care lion. With the Administration's proposal, and nutritional assistance targeted to low- Head Start will serve an estimated income women also continues to yield high 157,206 more children in 1993. This un- returns. Overall, nearly 25 percent of all precedented increase in Head Start sup- women and nearly 40 percent of African- ports participation of all eligible and inter- American and Hispanic women do not ested disadvantaged children for one year, begin prenatal care during their first tri- complementing the 36 States (plus the mester of pregnancy, the most crucial time District of Columbia) which also support for prenatal care. Investment in prenatal pre-school programs. care can yield significant returns: each The President's initiative also proposes dollar invested in prenatal care for high- $850 million for the child care and devel- risk women might save $3 in treatment opment block grant, which was part of the costs. child care legislation that the President The President's initiative proposes over proposed and subsequently signed in 1990. $9.3 billion for all federal activities to re- Low-income families receive vouchers they duce infant mortality, including $143 mil- can use with the child care provider of lion for Healthy Start, an important pro- their choice; block grant funds provide ad- gram that targets federal resources to 15 ditional early childhood development serv- areas with exceptionally high rates of in- ices for pre-school age children. fant mortality. The proposal further includes $6 million Women, Infants, and Children Nutrition for a new initiative in HHS to use local Assistance (WIC).-The proposal continues schools as a way to bring primary health the President's strong commitment to WIC care services to children from low-income with the largest one-year increase ever families who might not already have ac- proposed for the program, $240 million (9 cess to these services. These "Ready to percent), for a total of $2.84 billion-suffi- Learn" grants will enable community cient funds for full participation by eligible health centers and local schools in selected pregnant women and infants. A recent low-income communities to provide health evaluation of the Special Supplemental outreach services through local schools. Making the System More Cost-Effective 49 Lead Poisoning Prevention.-Lead poison- cervical cancer screening, NIH predicts ing is the most common environmental that over 45,000 women are expected to disease of young children, disproportion- die from these two diseases in 1993. The ately affecting poor, minority children in key to successful treatment of breast and the inner cities. Yet childhood lead poison- cervical cancer remains early detection. ing is preventable through detection and The sooner treatment can begin, the great- abatement. This initiative includes $40 er the chance of survival. million to support about 30 Statewide lead The President's initiative will invest $515 poisoning screening and referral programs. million for screening through the Medicare In addition, the Department of Housing program and through the Public Health and Urban Development (HUD) will con- Service. This investment will focus re- tinue assisting low- and moderate-income sources on screening low-income, high-risk private residential property owners abate women in age groups for which screening lead-based paint by providing grants to is recommended. States and localities. HUD's public hous- HIV/AIDS Funding.-Under the Presi- ing modernization program will continue dent's initiative, total federal HIV/AIDS lead-based paint testing and abatement funding increases by 13 percent, to $4.9 activity in public housing. Approximately billion. $50 million will be spent on these activi- ties in 1993. Tuberculosis Control.-The Nation has made great strides toward eliminating tu- Expanding Cost-Effective Primary Care berculosis (TB). The disease has been cur- able and preventable for almost four dec- Access to Primary Health Care/Expanding ades. The long-term decline in TB morbid- Community Health Centers.-Comprehen- ity enjoyed by the United States ended, sive primary health care services include however, in 1984. diagnosis and treatment as well as edu- cation designed to encourage healthy be- The President's Plan attacks the recent havior. Continued investment in improv- growth of TB levels head on. The initiative ing access to primary health care is impor- includes a 106 percent increase over 1992 tant to many communities and can yield for CDC Tuberculosis Control Grants. sizable returns. Increased access in low- Promoting Lifestyle Changes income communities can improve overall health status and reduce the use of emer- Smoking Cessation.-Smoking during gency services. pregnancy retards fetal growth, reduces birthweight, and doubles the risk of hav- To put primary health care services within ing a low-birthweight baby. Studies have the reach of people who do not currently shown a 25-50 percent higher rate of fetal have adequate access, the President's 1993 initiative includes an additional $1.3 bil- and infant deaths among women who smoke during pregnancy compared with lion for programs supporting primary and those who do not. Each dollar invested in preventive health care. smoking cessation for pregnant women The initiative also contains $120 million may yield as much as $6 in averted costs for the National Health Service Corps for neonatal intensive care and extended (NHSC). This 19 percent increase will en- care for low-birthweight infants. Beyond able the NHSC to expand the program and the damage tobacco use during pregnancy train additional physicians to provide may cause, smoking is also a factor in the health services in low income and under- deaths of over 400,000 Americans every served areas, increasing the availability of single year. primary case-particularly in low-income underserved areas. The President's initiative expands smoking cessation education activities for specific Breast and Cervical Cancer.-Despite in- at-risk populations, including minority and creasing federal investment in breast and low-income pregnant women. 50 The President's Comprehensive Health Reform Program Injury Prevention.-Every one percent in- Medicaid payments, an increase of 8 per- crease in seat belt use saves more than cent. 160 lives per year. If the U.S. were to Physical Fitness and Diet.-The Presi- increase the national average of seat belt use from the 1990 rate of 48 percent to dent's initiative for 1993 increases funding the Administration's goal of 70 percent by for health education, disease prevention, the end of 1992, 3,800 lives could be saved and physical fitness activities. It also fo- annually and 100,000 injuries could be cuses on bringing health promotion and prevented-yielding potential economic disease prevention activities to older benefits of $2.5 billion. Americans. The Administration on Aging will provide more health risk assessments, The initiative increases funding for injury nutritional counseling, group exercise pro- prevention to almost $2 billion, a 9 percent grams and other health promotion activi- increase over 1992. These funds will be ties. These activities can improve the used primarily within the Department of health and quality of life of older Ameri- Transportation (DOT) for aviation, rail, cans and allow many older people to re- highway, marine, and pipeline and haz- ceive these services regularly. ardous material transportation safety. An estimated 50,000 lives are lost annually In summary, to confront the problems of access to health care and the continued in incidents in the transportation sector. The initiative also includes increased em- escalation in health care costs, efforts are phasis on reducing drunk driving and in- underway to address the problems of the uninsured and the underinsured and to tackle creasing occupant protection. the country's growing health care expendi- Family Planning.-Evidence attributes re- tures. No matter what path is ultimately ductions in infant mortality achieved over chosen, it is clear that prevention will play the last 20 years in part to effective family a critical role in the future health of Ameri- planning. Recognizing the importance of cans. It is also apparent that prevention these services, the President's initiative can only be accomplished in partnership contains an additional $37 million for among individuals, the business community, HHS family planning grants and federal and government. E. Malpractice and Antitrust Reform: Changing Incentives for Provider Behavior Our legal system distorts health care deliv- Proposal ery in America. These distortions derive in part from perverse incentives that encourage In May 1991, the President proposed the malpractice litigation. Unnecessary and costly "Health Care Liability Reform and Quality defensive medicine has increased. Fear of of Care Improvement Act" to address the antitrust liability has helped produce an costs of malpractice insurance, the transaction often inefficient and duplicative distribution costs of malpractice litigation, and the length of sophisticated services and equipment. Fi- of malpractice dispute resolution proceedings, nally, the quality of health care is diminished and to reduce the incidence of malpractice through increasing the quality of care. by the reluctance of professional review boards and hospitals to discipline poorly performing The Administration's reform package in- physicians because of potential antitrust liabil- cludes proposals that encourage States to: ity. Cap the amount of allowable non-economic damages. In the 26 States that have lim- ited total damages, malpractice rates have declined significantly; Making the System More Cost-Effective 51 Eliminate joint and several liability for ever, our malpractice system creates incentives noneconomic damages; for physicians to engage in defensive medi- Eliminate the collateral source rule that cine-excessive tests, failure to delegate cer- tain tasks to other qualified professionals, allows for double recovery; and in general a more elaborate style of Require structured payments for mal- care than is necessary for the provision practice awards, as opposed to lump sum of sound medical care. payments; In 1989, defensive medicine accounted for Promote pretrial alternative dispute reso- an estimated $20.7 billion, 17.6 percent of lution, including mediation and pretrial total physician expenditures (Moser and screening panels, to encourage reasonable Musacchio, 1991). In addition, of all medical settlements; practice growth components, professional li- ability premiums exhibited the fastest annual Implement procedures to enhance the percentage growth between 1982 and 1989- quality of care. increasing 15.1 percent annually (AMA Socio- Additionally, at the Federal level the Admin- economic Monitoring System, 1982; 1989). istration proposes to apply these tort reforms Charts 17 and 18 present increases in profes- to Federal courts to begin a pilot program sional liability premiums relative to other in the Federal Employees Health Benefits physician practice costs and impact on total Program that offers alternative dispute resolu- physician service expenditures over time. tion; and to improve the quality of medical Often, unnecessary defensive medicine may care through enhanced effectiveness research result from a misperception on the part and improved peer review. of providers of the real potential for liability. The proposed Act is based on three prin- A recent study found that physicians in ciples: New York State tend to overestimate the risk of being sued by a factor of three Medical malpractice reform should seek (Harvard Medical Practice Study, 1990). For both improved quality of care for patients that reason, efforts should be made to commu- and lower litigation costs. nicate the true level of liability risk to Legal reforms should reduce the incentives providers. for physicians to practice unnecessary de- Not all unnecessary defensive medicine is fensive medicine or to abandon practice in attributable to fear of liability. In some inner city and rural areas. cases, as in fee-for-service medicine, health Incentives for states to act are preferable care providers may have a strong economic to Federal preemption of current state incentive to engage in such activity. The law. Federal preemption should be used fear of liability, however, does result in only selectively and narrowly. an increase in the degree and kind of diag- nostic testing, the reluctance to delegate The elements outlined below supplement certain basic functions, and the abandonment this proposal. They address three areas: (i) of care for some high risk patients or in the delay associated with malpractice litiga- high risk areas of treatment such as obstetrics. tion, (ii) the increasingly common practice Based on a 1984 study, 41.8 percent of of engaging in unnecessary defensive medicine, physicians made at least one change in and (iii) the effects of our antitrust laws their practice patterns in response to risk on costs and the quality of care activities. of malpractice liability. The average physician increased record keeping costs by 2.9 percent, Medical Malpractice Reforms prescribed 3.2 percent more tests and treat- The costs associated with malpractice litiga- ment procedures, increased follow-up visits tion have contributed to the rapid growth by 2.6 percent, and spent 2.4 percent more of health care spending. These costs include time with patients (Reynolds et al., 1987). the direct costs of insurance, litigation, and In addition to the monetary costs associated settlements. Perhaps most importantly, how- with medical malpractice litigation, there are 52 The President's Comprehensive Health Reform Program Chart 17. PROFESSIONAL LIABILITY COSTS AS A PORTION OF TOTAL PHYSICIAN SERVICE EXPENDITURES $ BILLIONS 140 120 WITH PROFESSIONAL LIABILITY COSTS 100 80 WITHOUT PROFESSIONAL 60 LIABILITY COSTS 40 1982 1983 1984 1985 1986 1987 1988 1989 SOURCE: Expenditures including professional liability costs, HCFA; expenditures excluding professional liability costs, AMA Chart 18. GROWTH IN MEDICAL PRACTICE COST COMPONENTS (AVERAGE ANNUAL PERCENTAGE CHANGE, 1982 TO 1989) PERCENTAGE CHANGE 20 15.1 15 12.2 9.4 10 9.2 8.3 7.2 5.9 5 0 PROFESSIONAL MEDICAL OFFICE MISCELLANEOUS NON- PHYSICIAN MEDICAL LIABILITY SUPPLIES EXPENSES PHYSICIAN PAYROLL EQUIPMENT PREMIUMS PAYROLL SOURCE: AMA Socioeconomic Monitoring System, 1983 and 1989 core surveys Making the System More Cost-Effective 53 other costs that cannot be quantified. Both the dispute from a traditional trial setting providers and patients suffer from the pro- altogether. tracted process of litigation. Patients who Encouraging the Use of ADR Through Party ultimately gain a recovery must wait years Choice. The Administration supports amending to recover the damages due them. Physicians state and Federal rules of civil procedure are often as troubled by the process of to permit either party to litigation to make litigation as its results. an offer to use ADR. If the party refusing Collectively, these monetary and emotional to engage in ADR loses at trial, that party costs erode one of the most important aspects must pay the others attorney's fees. This of health care, the doctor-patient relation- change in the rules will provide a strong ship. What should be a cooperative relation- incentive for parties to consider seriously ship marked by trust between the doctor the desire of the other party to resolve and patient is sometimes wary and somewhat the dispute without the necessity of a full adversarial. Reduced communication may un- trial. dercut the patient's confidence in the physician State Contract Law. The Administration and breed passivity in a patient, leading seeks to encourage agreements between pa- to a decrease in patient information about tients and providers, made prior to the deliv- treatment. ery of health care services, to use out- Reform of the medical malpractice system of-court dispute resolution mechanisms if a offers the prospect of not only reducing dispute arises. It is unclear, however, whether monetary costs but, as importantly, helping such contracts are valid in all states. The to restore patient confidence in the medical President's plan proposes to permit contracts system and provider confidence in our legal between patients and providers that require system. non-binding arbitration before a lawsuit can be filed notwithstanding conflicting state law. Beyond the provisions in the Health Care Liability Reform and Quality of Care Improve- Promising Areas for Innovation. Although ment Act the Administration endorses the the proposals discussed below address the following approaches to reduce the delay issue of delay and the merit of increasing of malpractice dispute resolution, reduce the the expertise of those who decide malpractice amount of unnecessary defensive medicine, cases, each has its shortcomings and critics. and clarify the application of antitrust laws The Administration believes, however, that in the provision of health care: it is important that these issues become an integral part of the debate on reforming Alternative Dispute Resolution (ADR).- our malpractice system. The Administration The desire of physicians to avoid malpractice will cooperate with Congress, state legisla- litigation extends beyond the issue of liability tures, medical associations, and others to and the perception that outcomes are unpre- explore whether such proposals can remedy dictable. Removing malpractice suits from the the problems of the current system. adversarial forum of the courtroom offers at least three benefits. It will lessen the sense Mandatory ADR for Federal Beneficiaries. of confrontation of the dispute. In many, if Several malpractice reform proposals not most, cases it will speed resolution of the would make the receipt of Federal health dispute. And, it will vest resolution of often care benefits implied consent to enter into complex medical issues in a person or persons ADR if a dispute arises out of the health who will likely have more experience with care provided. The added cost of health medical issues than the typical member of a care resulting from the shortcomings of jury. our malpractice litigation system is di- rectly reflected in the cost of these pro- The Administration supports two approaches grams to the treasury. The Federal gov- to persuade or require parties to use ADR ernment thus has a legitimate interest in and seeks to work with Congress to consider finding ways, such as ADR, to reduce two other approaches that would remove those costs. 54 The President's Comprehensive Health Reform Program Mandatory ADR for All Claimants. To cumstances, and what use and legal force, avoid the judgment of lay juries and the if any, should be given to such guidelines delay inherent in our current civil justice or standards. system, some have called for taking medi- cal malpractice cases out of the courts en- The Omnibus Budget Reconciliation Act tirely. The American Medical Association, of 1989, Public Law 101-239, established for example, has proposed that every state the Agency for Health Care Policy and Re- search within the Public Health Service to create an administrative tribunal to hear medical malpractice claims with courts promulgate guidelines and standards of quality permitted only appellate review. Although and other "performance measures." No provi- the theoretical benefits of such a system sion was made for giving any legal effect are obvious, serious questions of con- to such standards in litigation, however. stitutionality, practicality, and increasing The Secretary of Health and Human Serv- bureaucracy must be resolved before any ices will intensify his efforts to develop these large-scale proposal moves forward. guidelines and standards. The Secretary will Offers of Settlement.-The Administration also consult with experts in the field, including also proposes to permit either party to a mal- providers, medical associations, legal scholars practice action to make a formal offer of settle- and others, to study the feasibility and desir- ment. This provision has been discussed for ability of giving some legal force to such application in other areas of civil justice in guidelines. The Secretary's study should in- need of reform, such as product liability. In clude a discussion of the process for forming effect, the provision makes Rule 68 of the such guidelines or standards, and the degree Rules of Civil Procedure available to plaintiffs to which the guidelines would have to be as well as defendants. specific and/or take into account variations in practice geographically, because of re- Standards of Care.-Medical associations, sources, or the age and condition of the authors, and commentators have attempted to patient. provide guidance to physicians on appropriate standards of medical care. It is the tort sys- The Administration believes that practice tem, however, through the judgments of lay guidelines and standards offer great promise juries, that too often defines the standards of in reducing the level of unnecessary defensive care physicians must meet. The precedential medicine without compromising the quality value of the jury's determination and the un- of medical care. Physicians knowledgeable certainty generated in gray areas, can effect about the practice guidelines and standards profoundly provider behavior. can look to them in determining the adequacy of care provided to their patients. Variation is inherent in case-by-case deter- minations by different juries. This translates Guidelines and standards of care could into a perceived lack of predictability in offer the added benefit of enhancing the our medical malpractice litigation system. value of alternative dispute mechanisms. As This uncertainty and the role of lay persons alternative dispute resolution is increasingly in determining what is adequate medical used, practice guidelines and standards of care has encouraged overly cautious behavior care will heighten confidence that the mediator and some resentment of the litigation system or arbitrator will reflect accurately the behav- in the medical community. ior of a jury if the case proceeds to trial. Thus, parties will be better positioned to In recent years, there has been increased judge the consequences of rejecting the pro- interest in the development of guidelines posed determination. or standards of care as references for physi- cians by medical groups, insurers, and legisla- Antitrust Law tors. The debate has centered on who would develop such standards, the degree of specific- In addition to the issues of medical liability ity required to make the standards useful, and dispute resolution, antitrust issues bring the degree of flexibility necessary to reflect law and medicine together. For instance, the individuality of patients and cir- professional peer review has always reflected Making the System More Cost-Effective 55 a tension between the necessity to weed cian should be limited, denied, or revoked. Pre- out those who do not meet the standards sumably, the goal is to ensure an appropriate of the profession and the possibility that level of quality of care. Often, however, the such review could be used unfairly and physician whose privileges are curtailed will illegally to limit competition in the profession. sue the reviewing physicians and witnesses on With the emergence of new methods of health the grounds that the review is really a veiled care delivery, like HMOs and PPOs, and attempt to limit competition. increasingly sophisticated and costly tech- Some commentators suggest that the cre- nology, confusion about the proper application ation of certain safe harbors for actions of the antitrust laws in the health care limiting physician privileges can avoid litiga- field has grown. tion costs and the chilling effect of potential The Administration proposes a series of litigation without unduly limiting competition. steps to assure that the new emphasis on The Administration does not believe changes quality of care is not undermined by concerns in substantive law are necessary. Rather, of unwarranted allegations of collusion, that the Department of Justice will provide en- concerns of antitrust liability do not chill hanced guidance for state peer review boards the evolution of a more organized and efficient and hospitals with respect to actions to health care delivery system, and that the deny, revoke, or suspend the license of privi- cost of health care is not raised unnecessarily leges of any physician. because of duplication of costly technology PPOs, HMOs and Other Pooling Ar- and services. rangements of Providers.-The emergence of The President's initiative includes legislation managed care is creating new issues in health to address the issue of the unnecessary care. For instance, if physicians in an area duplication of technology and the provision band together to form a PPO, thus fostering of guidance by the Federal government on price reductions and managed care, it may be the issue of the application of the Federal alleged that they are nonetheless reducing the antitrust laws to peer review and managed number of competitors for physician services care issues. in the marketplace. At the same time, diligent enforcement of the antitrust laws is necessary Medical Technology.-Much of the in- to prevent price fixing and illegal tie-ins in creased cost of health care has resulted from the provision of health care. Reducing the fear the high costs associated with advanced tech- of liability for certain beneficial activities while nology. Often expensive equipment is dupli- maintaining the deterrent effect of the anti- cated by competing health care organizations trust laws for traditional anticompetitive en- because of concern over the application of the deavors is the challenge for antitrust enforce- antitrust laws to the sharing of equipment and ment agencies, particularly the Department of services. As a result, the acquisition of expen- Justice and the Federal Trade Commission. sive technology may far exceed what is needed. To reduce the costs of high technology equip- The Administration will clarify the antitrust ment and services, the Administration will standards that apply to provider pooling again urge Congress to pass the joint produc- arrangements such as PPOs and HMOs. tion venture legislation, S. 1163, transmitted Additionally, the Department of Justice will by the Departments of Justice and Commerce increase its enforcement efforts against those on April 29, 1991. in the health care industry who boycott such provider organizations. Together with Peer Review Activities.State disciplinary the efforts of the Federal Trade Commission, boards and hospital medical staffs often review the actions of the Department should provide physicians qualifications to determine whether the guidance that these evolving entities a license or hospital privileges for the physi- need to prosper. 56 The President's Comprehensive Health Reform Program F. Reducing Administrative and Paperwork Costs Overview duce the "hassle" factor for physicians, Recent studies suggest that paperwork sav- focus review efforts on problem areas, and ings of $67 to $100 billion a year would improve quality. be possible if the United States shifted to Use of electronic cards for billing and eligi- a Canadian-style national health insurance bility determinations will reduce paper- program (GAO, 1991; Woolhandler and work and confusion for consumers at the Himmelstein, 1991). A critical review of avail- point of service. able information by OMB indicates that poten- tial savings are much lower, at most $31 Development of computerized medical to $49 billion (Director Darman, October record systems will reduce paperwork bur- 1991, Testimony, House Ways and Means dens for providers while improving qual- Committee). Other analyses have concluded ity. that any administrative savings under a Market reforms will reduce administrative nationalized health plan would be more than costs in the small group market by up to offset by an increase in benefit costs. One $9 billion a year by providing efficiencies analysis estimated total savings in administra- of scale through group purchasing for tive costs in the United States under a small businesses (HINs) and by eliminat- Canadian-style system would be $47 billion; ing medical underwriting costs. however, these administrative efficiencies of a common benefit package would be less These reforms will bring the administration, than the $78 billion increase in benefit costs billing, and record-keeping in our health that would come with the common package care system into the twenty-first century, (Sheils and Young, 1991). through a system-wide movement to automa- tion and more standardized billing, claims Moreover, simple administrative cost com- adjudication, eligibility determination, and parisons are misleading because they fail clinical information. The effective implementa- to capture the value added by effective admin- tion of market pooling mechanisms will con- istrative measures. The United States spends solidate consumers into more streamlined, between $2 billion and $4 billion a year better managed groups that have more lever- on various quality assurance programs, meas- age in the health market. ures that improve health care and reduce costly and potentially dangerous inappropriate Background care. And, as a recent study points out, delays in treatment under the Canadian Health care overhead is a diverse category system lead to "hidden" costs of up to 0.6 that embraces a wide range of activities percent of GDP-or more than $34 billion including: claims processing costs for insurers, dollars a year if translated to the United billing costs for providers, utilization review, States (Danzon, 1991). quality assurance, maintenance of enrollment and eligibility records, premium collection, Nonetheless, significant administrative sav- marketing costs, and profit. Public and private ings are possible while maintaining choice insurance and billing costs totalled almost and diversity for our citizens. Moreover, paper- $80 billion in 1991, or about 12.2 percent work burdens, hassles, and confusion associ- of total personal health spending. Insurance ated with obtaining health care can be re- administration accounts for $43.6 while pro- duced. The reform proposal contains five vider billing costs account for the remaining initiatives to accomplish these goals: $36.2 billion. Electronic billing using standardized for- Of the total of $43.6 billion for insurance mats will dramatically reduce paperwork administration in 1991, $32.8 billion is for and reduce administrative costs. private insurance, $5.7 in federal costs, and Shifting from costly case-by-case medical $5.0 billion in State and local costs. The review to pattern of care review will re- bulk of this spending (77.5 percent) is for Making the System More Cost-Effective 57 Table 5-7. Insurance Administration and Provider Billing Costs in the U.S., 1991 (Source: HCFA, OMB staff estimates) As Percent Y Cost in As Percent of Total Billions of Total Personal of Adminis- Health Dollars tration Spending Insurance Administration $43.6 54.6% 6.7% Hospital Billing Costs $17.1 21.5% 2.6% Physician Billing Costs $10.4 13.0% 1.6% Billing Costs for Other Providers $8.7 10.9% 1.3% Total Insurance and Billing Costs $79.8 100.0% 12.2% claims processing, quality assurance, and gen- of benefit payments, ranging from up to eral administration. Marketing costs and prof- 40 percent of benefit costs for very small its total $6.0 billion while taxes paid by firms to under 6 percent for very large private insurers account for the remaining firms. This disparity in costs reflects the $3.7 billion. fact that large businesses enjoy efficiencies of scale in the purchase and administration Insurance administration costs have in- of insurance benefits. Risk premiums are creased from 5.3 percent of total personal lower for large groups coverage because benefit health spending in 1965 to 6.7 percent in costs are much more predictable. Commissions 1991. This change primarily reflects an in- for brokers also are higher for very small crease in insurance coverage during the inter- firms due to the retail nature of this segment val. Out-of-pocket spending, as a percent of the market. of total personal health spending, decreased from 55.9 percent in 1960 to 23.3 percent Proposal in 1990 (Levit et al, 1991). With this decrease, administrative costs were bound to increase. Administrative costs could be cut by as much as 25 percent under five major reform Private insurance administrative costs vary initiatives. Four of the initiatives would substantially with firm size as a percentage streamline paperwork. The first four of these Table 5-8. Administrative Costs for Public and Private Insurance in the U.S., 1991 (Source: HCFA, HIAA, BCBS, OMB staff estimates; excludes billing costs for providers) As Percent Cost in As Percent of Total Billions of Total Personal of Adminis- Health Dollars tration Spending Total Public and Private Insurance Administrative Cost 43.6 100.0% 6.7% Claims Processing, Quality Assurance and General Administration (private and public) 33.8 77.5% 5.2% Taxes Paid by Private Insurers 3.8 8.6% 0.6% Marketing and Commissions 3.8 8.8% 0.6% Profit 2.2 5.1% 0.3% 58 The President's Comprehensive Health Reform Program Table 5-9. Health Insurance Overhead Cost as Percent of Benefit Payments (Source: CRS, 1989) Claims General Interest Risk Com- Firm Size Adminis- Adminis- Credit and Premium mis- tration tration Profit sions Taxes Total 1 to 4 9.3 12.5 -1.5 8.5 8.4 2.8 40 5 to 9 8.6 11.2 -1.5 8.0 6.0 2.7 35 10 to 19 7.2 9.2 -1.5 7.5 5.0 2.6 30 20 to 49 6.3 7.6 -1.5 6.8 3.3 2.5 25 50 to 99 4.3 4.8 -1.5 6.0 2.0 2.4 18 100 to 499 4.1 4.0 -1.5 5.5 1.6 2.3 16 500 to 2,499 3.9 3.2 -1.5 3.5 0.7 2.2 12 2,500 to 9,999 3.8 1.4 -1.5 1.8 0.3 2.2 8 10,000 or more 3.0 0.7 -1.5 1.1 0.1 2.1 5.5 initiatives are already underway under the tion and HCFA. Task Force participants in- leadership of Secretary Louis Sullivan of cluded representatives of every major third- the Department of Health and Human Serv- party payer. While use of the HCFA-1500 ices. These four paperwork reduction ini- is voluntary, wide acceptance is expected. tiatives could reduce administrative costs by Similar efforts have led to near universal as much as 8 percent, saving up to $4 acceptance of the UB-82, as the standard billion a year. These initiatives would be form for inpatient hospital bills. complemented by reform of the small group At Secretary Sullivan's recent Forum on market. As described more fully in Chapter Administrative Costs, Blue Cross/Blue Shield 3, health insurance market reform could of America and the Travelers Insurance Com- reduce administrative costs for small group pany agreed to head up a public/private coverage by as much as 40 percent, saving group to increase electronic claims and to up to $9 billion a year. standardize data elements and electronic Reducing Claims Processing and Billing transmission rules. The group is meeting Costs Through Standardization and Auto- already. Its recommendations are expected mation.-Paper claims are expensive. Esti- soon. mates suggest that providers and insurers HCFA is actively working with the private save up to $2 per claim through electronic bill- sector to develop technical standards to pro- ing, and more is saved when claims are re- mote greater use of electronic billing. Cur- viewed electronically. Since over three billion rently, 75 percent of Medicare Part A and claims are submitted on paper every year, sub- 42 percent of Part B claims are submitted stantial savings are possible just by increasing electronically. Electronic billing also reduces electronic submission rates. costs for providers and helps reduce clerical Standardization of claims forms can reduce errors. Comparable savings can be achieved billing costs and reduce provider billing costs for private sector claims. HCFA has set to levels comparable to those that might 100 percent electronic submission for hospitals be achieved under single payer systems. In and 75 percent for others within three years— December, 1990, the Health Care Financing the private sector must drive toward similar efficiencies. Administration's HCFA-1500 claims form was finalized. This form-which is used for physi- The combination of electronic claims submis- cian and outpatient services-was developed sion and standardization of the data elements by the Uniform Claim Form Task Force, required for claims will reduce provider cost co-chaired by the American Medical Associa- and frustration. Providers submitting claims Making the System More Cost-Effective 59 electronically benefit from faster and clearer to consumers through lower premiums and resolution of claims. Moreover, electronic sys- out of pocket costs. Eventually, electronic tems will help avoid technical mistakes, such cards could be used for storage of the card as missing one line on a form, that often holder's medical records. This would help delay payment. prevent duplication of tests, medication errors, and other quality of care problems. Streamlining Medical Review.-A third area-improving medical review-can reduce Developing Computerized Medical Rec- the "hassle factor" for physicians while reduc- ord Systems.-Secretary Sullivan also has ini- ing costs for unnecessary care. The goal would tiated a task force to accelerate development be to shift away from claim-by-claim denials of computerized medical record systems. toward monitoring and encouragement of cost- Computerization will facilitate rapid access effective practice patterns. Claim-by-claim re- to critical information regarding an individ- view is burdensome and costly-sometimes the ual's past medical record. Once computerized cost of the review can exceed the potential sav- patient records and related information net- ings. works are in widespread use, providers will HCFA has developed and is now testing have access to state-of-the-art information the Uniform Clinical Data Set (UCDS) a on the effectiveness of various care paths new system that would permit a shift to as well as more complete, accurate patient pattern review for inpatient hospital care. medical records. The UCDS is a state-of-the-art system for "Expert" systems can be built-in as part abstracting critical medical information for of these systems to alert physicians to poten- hospital records. Once this information is tial problems, such as the need to follow- abstracted and entered into a computerized up on an abnormal test result. Computerized system, "expert" system programs can identify records will also strengthen quality assurance patterns of care that suggest a systematic by providing hospitals and health plans with problem that might warrant further targeted review and corrective action. reliable statistical information regarding out- comes and complication rates. If the UCDS system proves to be successful Health costs could be reduced as well. in practice, it would serve as a model for Up to 20 percent of all medical care performed use by private insurers. In a complementary in the United States may be unnecessary effort, the Public Health Service is devoting $130 million in 1991-1992 to outcomes re- or harmful. Computerized patient records will search to increase information about what capture clinical data for effectiveness research. This research will help physicians better patterns of care are most effective in improv- understand when certain costly therapies ing health outcomes and at what cost. should be used. Developing Electronic Cards.-Secretary Sullivan has launched an initiative to acceler- Early reports are encouraging. The General Accounting Office has reported that an auto- ate development of electronic cards for use by mated medical record system reduced hospital consumers. costs by $600 per patient in a Veterans Electronic cards would be used by patients Affairs hospital. Other studies have dem- at the point of service to provide com- onstrated reduced lengths of stay associated prehensive insurance information to providers. with computerized patient records. If broadly This would eliminate the need for patients implemented, computerized patient records to repeatedly fill out confusing forms. Such could reduce unnecessary care by about 5 cards also would streamline billing procedures to 10 percent, saving $20 billion a year for doctors and hospitals by providing imme- by. the end of the decade. More significant diate information regarding eligibility, cov- savings are likely in later years. erage, benefits, copayments and deductibles. Reducing Overhead Costs Through Dollar savings will accrue directly to insur- Health Insurance Market Reform.-Finally, ers and providers through more efficient health insurance market reform will reduce administrative procedures, and be passed on administrative costs for small group coverage 60 The President's Comprehensive Health Reform Program by an average of 40 percent. Savings will be fewer than 100 workers will be provided even higher for groups with 10 or fewer work- through HINs. ers. The bulk of this savings will be achieved through health insurance networks (HINs)- Even outside of HINs, substantial savings will be achieved through elimination of costs group purchasing associations for small busi- associated with medical underwriting. More- ness and individual coverage. It is projected over, by refocusing competition on costs, the that 67 percent of coverage sold to firms with reforms will also help to reduce marketing costs. G. Making Public Programs More Efficient Government health care programs at all new transferable health insurance credit levels account for 44 percent of national system (see Chapter 4). spending on personal health services. Costs for these programs have been increasing Coverage of all non-Medicaid poor for even more rapidly than for the population basic services will be fully financed by the Federal Government. States would be able as a whole. Accordingly, no comprehensive health system reform proposal can be complete to retain their share of savings from Med- without measures to help make these pro- icaid program reform. Federal savings grams more efficient. Indeed, thoughtful re- would revert to State residents to provide health insurance for the non-Medicaid form now is needed to prevent future problems that could threaten these programs. poor, without any State match. Medicaid currently provides health insur- 1. Reforming the Medicaid Program By ance benefits for 26 million low-income Ameri- Enhancing State Flexibility cans. Recently, Medicaid also has become the primary vehicle for funding "uncompen- Overview sated care" provided by disproportionate share The President's reform proposal would dra- hospitals (DSH)-hospitals that have high matically modernize the twenty-six year old charity care case loads ($12 billion in federal Medicaid program and provide States with payments matched by the States-in 1993). significant new flexibility for reform. These DSH payments would not be affected by this proposal. Medicaid recipients will benefit from en- hanced access and improved quality Medicaid has been widely criticized as through coordinated care plans. providing fragmented, episodic, and often sub- standard care. Moreover the program is viewed States will have new flexibility to take ad- as wasteful and inefficient. These problems vantage of innovation, program efficiencies, stem primarily from continued reliance on and better methods for cost control. As an outdated fee-for-service delivery system. Medicaid costs have risen by over 23 per- In addition, the program is overly rigid cent a year since 1989 (from $61.2 billion and bureaucratic. to $92.1 billion in 1991), States have strained to keep up. Thus, the federal and Under the proposal, Medicaid would be State governments must be partners in restructured to rely primarily on delivery cost containment and reform. of health care through coordinated care sys- tems. Moreover, States would have new flexi- Enhanced State flexibility and greater use bility to respond to local needs and concerns. of coordinated care can reduce Medicaid States would have the option of choosing cost growth from a projected 16 percent between two broad approaches. a year and result in significant savings that can help fund expanded insurance A State could maintain existing Medicaid coverage for an additional 24 million low eligibility and benefit levels while shifting and modest income Americans through the enrollment into coordinated care pro- Making the System More Cost-Effective 61 grams. Under this approach, the new aid under current rules, no matter how transferable tax credit (certificate) system poor or how sick they are (non-disabled would operate separately from the existing single adults and childless couples, for exam- Medicaid program, though States would ple). Only about 45 percent of the poor play an important role in qualifying indi- are covered by Medicaid. Another 26 percent viduals for the tax credit. have other insurance. Twenty-nine percent, Alternatively, a State could combine its ex- therefore, are without insurance. isting Medicaid programs with the new Problems With the Current Program.- health insurance credit system to develop Most Medicaid recipients receive health care a new universal access program covering through traditional and costly fee-for-service all State residents with incomes below arrangements. Physicians, hospitals, and other poverty. Under this approach, a State providers are paid on the basis of itemized could operate a single public insurance bills for the services they render. As a result, program or could provide credits for pur- strong incentives exist to provide additional chase of private coverage. services regardless of benefit. Providers are not Coincident with these reforms, federal fund- paid on the basis of outcomes: no one is paid ing for acute care for the non-elderly (exclud- to keep patients in good health. Nor is there ing DSH payments) would shift to a new anyone responsible for coordinating services to per capita payment to the States. This would avoid duplication and to improve quality. As provide States with new incentives to maxi- a result of this perverse mismatch of incen- mize program efficiencies through coordinated tives and responsibilities: care and other measures. Overall, the reforms would improve quality and access for program The care many Medicaid patients receive recipients while greater efficiency would free is often fragmented-too little, too much, up funds to expand access for other low inappropriate, or too late; income individuals and families through the Too many recipients use hospital emer- new tax credit system. gency rooms as their primary entry point to the medical care system, often for non- Background emergency conditions; and Medicaid currently is a joint federal/State Too many people are deterred from seek- program designed to meet the health insurance ing treatment in the early stages of a med- needs of certain low-income individuals. States ical condition. Receiving treatment in the set most program rules within broad federal later stages often leads to hospitalization guidelines, determine beneficiary eligibility, and other care that could have been avoid- and pay provider claims. ed. In general, Medicaid eligibility is linked to other cash assistance programs such as The Medicaid program also has been Aid to Families with Dependent Children strained due to frequently added service and (AFDC) or Supplemental Security Income eligibility mandates, increased caseloads, court (SSI). In recent years, mandatory eligibility mandated payment levels, and overall health has been extended to certain groups with care inflation. As a result of these forces, incomes above the cash welfare program Medicaid is the fastest rising portion of standards (for example, poor and near poor both federal and State budgets. pregnant women and children). Optional cov- Program Costs.-In 1993, combined fed- erage extends to certain other groups, such eral/State spending on Medicaid will surpass as the "medically needy," whose illnesses $158 billion, up from $61.2 billion in 1989- force them to "spend-down" to meet Medicaid a 250 percent increase. The federal con- eligibility criteria. tribution, based on State median income rang- Current Medicaid eligibility requirements ing from 50 to 83 percent of program expenses, leave many poor without coverage. Certain will exceed $84.5 billion in 1993, or a 245 per- categories of persons cannot qualify for Medic- cent increase since 1989 ($34.5 billion). 62 The President's Comprehensive Health Reform Program Chart 19. GROWTH IN FEDERAL MEDICAID COSTS $ BILLIONS 160 140 120 100 80 60 40 20 0 1980 1982 1984 1986 1988 1990 1992 1994 1996 SOURCE: HCFA Medical Bureau As Table 5-10 shows, there are three sible reforms can improve the health care main components to federal Medicaid program available to the disadvantaged while mod- costs: (1) acute care for the non-elderly, erating cost growth. Three examples under- (2) long-term care and services to "dual score this point: eligibles" (those eligible for both Medicare and Medicaid), and (3) program administra- A Detroit-based health maintenance orga- tion. nization (HMO), Comprehensive Health Services, provides care for the 60,000 Med- Coordinated Care.-While the current pro- icaid recipients and has saved the Medic- gram is exploding, causing a crisis at the fed- aid program at least $6.9 million in 1990. eral and State level, successful experience with These savings are due to a reduction in coordinated care programs show that respon- unnecessary hospitalizations and in- Table 5-10. Projected Federal Medicaid Costs Under Current Law (Dollar amounts in billions, Federal Share) 1992 1993 1994 1995 1996 1997 1993-1997 Total Medicaid 72.5 84.5 98.3 113.8 131.2 150.9 578.7 Percent Increase - 16.6% 16.3% 15.8% 15.3% 15.0% 15.8% Acute Care (including DSH) 31.0 36.5 42.9 50.2 58.5 67.9 255.9 Percent Increase - 17.7% 17.5% 17.0% 16.5% 16.1% 17.0% DSH Payments (non-add) 8.4 9.8 11.4 13.2 15.2 17.2 75.5 Long-Term Care and Dual-Eligibles 38.9 45.0 52.0 59.8 68.5 78.2 303.7 Administration 2.6 3.0 3.4 3.8 4.2 4.8 19.1 Making the System More Cost-Effective 63 creased attention to preventive care, par- plans reflects a number of factors. Most ticularly for high risk pregnant women importantly, under current law, States must and infants. go through a waiver process to secure federal Under Kentucky's Primary Care Case approval to establish coordinated care pro- Management (PCCM) program, each Med- grams. Complex statutory waiver requirements icaid recipient has a primary care physi- are overly rigid and have blocked a number cian responsible for providing or authoriz- of initiatives that long have been underway ing all non-emergency care. By emphasiz- in the private sector. Moreover, State Medicaid ing primary and preventive care through programs are subject to political resistance a single physician, cost and quality prob- from entrenched interests, a factor that is lems associated with overuse of emergency not significant in the private sector. rooms and duplication of medications or It is important to note that Medicaid tests have been avoided. As a result, the also has become a vehicle for funding "uncom- Kentucky program has reduced infant pensated" or "charity" care provided by hos- mortality rates and has achieved savings pitals to individuals without Medicaid or of $25 million a year, or approximately other insurance coverage. Under recently en- 10 percent of program costs. acted legislation, States will be able to provide Until 1982, Arizona was the only State higher Medicaid payments to "disproportionate that did not participate in Medicaid. Coun- share hospitals" (DSH) that provide care to a disproportionate number of uninsured ty governments provided acute and long- term care for the poor. In 1982, Arizona patients. Over the next five years, the Federal established a Medicaid program and ob- Government will provide $75.5 billion in DSH payments. tained a waiver to operate this through the Arizona Health Care Cost Contain- While this is a reasonable stop-gap ap- ment System (AHCCCS). proach, it has two disadvantages when com- AHCCCS is unique in that all care is pro- pared with a direct expansion of insurance coverage. First, there is no assurance that vided through coordinated care arrange- ments. There is no fee-for-service option. DSH payments are used exclusively for patient Arizona contracts with participating care. More importantly, DSH payments for health care organizations (HCOs) through inpatient hospital care fails to provide access a bidding/negotiation process. Modest sav- to ambulatory care and primary and preven- tive services that could avert the need for ings have been achieved-estimated by HCFA at 5.7 percent in the fourth year a disabling illness and costly hospital care. of the program compared to fee-for-service Proposal alternatives. The President's proposal focuses reform While programs of this type hold promise, on the acute care portion of Medicaid for less than 3 million Medicaid recipients receive the non-elderly. Long-term care and acute care through coordinated care programs: 1.4 care programs under Medicaid for seniors, million receive care through HMOs and other including Medicare/Medicaid dual eligibles and prepaid health plans, while an additional qualified Medicare beneficiaries, would remain 1 million receive care through PCCM pro- unchanged. Disproportionate share hospital grams. The remaining 23 million (89 percent) (DSH) payments under Medicaid also would continue to receive care through fee-for-service remain unchanged. systems. In contrast, 27 percent of workers and dependents with employment-based pri- Federal financial participation for acute vate insurance are covered through coordi- care (excluding DSH) would be shifted from nated care plans, and this percentage contin- open-ended cost-based reimbursement to a ues to grow rapidly (see Chart 15, Chapter prospectively determined per capita payment. 5, section B). This change would provide important incen- tives for program efficiency. The resulting The comparatively small share of Medicaid savings reflect the potential for significant recipients covered under coordinated care improvements in efficiency through either 64 The President's Comprehensive Health Reform Program of the two major reform options that the per capita payment while still yielding the States would have under the proposal. same aggregate savings as those proposed. The per capita payment would be State- State Option 1.-Separate Medicaid and specific, based on total per capita costs for Tax Credit Programs.-As noted above, the acute care portion of Medicaid in a States would have two broad options regarding State in 1992. Acute care costs related to reform of their Medicaid programs for acute Medicare recipients would be excluded from care services provided to the non-elderly. this calculation as would DSH payments. Under the first option, States would shift all The State's 1992 per capita cost would then non-elderly Medicaid recipients into coordi- be indexed for general inflation, using the nated care programs, over a five year period. percent increase in the consumer price index Otherwise, program rules would remain sub- for urban areas (CPI-U) plus an additional stantially unchanged. amount for medical cost inflation. Coordinated care programs would include From 1960 to 1990, per capita health health maintenance organizations (HMOs), care costs for the entire United States popu- preferred provider organizations (PPOs), pri- lation increased by about 4 percent a year mary care case manager (PCCM) programs faster than the CPI-U. Thus, an add-on and other cost effective alternative delivery of 2 to 4 percent in addition to the CPI-U systems. Current restrictions that impede for 1997 and future years seems reasonable. access to coordinated care plans under Medic- Savings of this magnitude should be possible aid would be relaxed. Because enrollment through coordinated care and increased flexi- would be shifted to coordinated care, State bility for State programs. A phase-in would waivers to continue significant fee-for-service provide time for States to take advantage enrollment would be necessary. of the new programmatic flexibility provided. Eligibility rules would remain the same Actual federal payments to a State would as under the current Medicaid program. States equal the product of the total number of would be required to continue to cover all Medicaid recipients in the State times the current mandatory eligibility groups under Medicaid, as well as any optional groups inflation indexed State per capita acute care costs times the Federal Matching Assistance they covered as of January 1, 1992. Percentage (FMAP). The FMAP formula would States would continue to provide mandatory remain unchanged from current law and Medicaid benefits. States that currently pro- is intended to reflect a State's relative need vide optional Medicaid benefits would be for federal assistance. (The federal matching able to adjust these benefits, but would assistance percentage (FMAP) = 100 - .45 be required to maintain the actuarial value X [(State per capital income)/(U.S. per capita of the total benefit package (e.g., an optional income)]².) Different per capita payment benefit could be dropped if another benefit amounts could be used for different age- of equivalent value is added). States also sex or other groupings to adjust for changes could modify the amount, duration, and scope in the population covered by a State program of mandatory or optional benefits subject over the years. to a requirement that the actuarial value of the benefits be maintained. As under Although the proposal does not affect DSH current law, providers would be required payments, the need for DSH payments would to accept Medicaid rates as payment-in-full decrease dramatically. With a projected in- with no significant cost sharing or balance crease in insurance coverage of 29 million billing. Americans resulting from tax credits and other reforms, fewer uninsured patients would Under this option, States would be respon- burden hospitals with "charity" care costs. sible for coordinating certain aspects of the Thus, additional funds could be available health insurance credit program. The tax to further expand the credits. At State request, credit would be used for the purchase of the payment formula could be revised to private insurance coverage. States would cer- include DSH payments within the federal tify eligibility for and the amount of the Making the System More Cost-Effective 65 health insurance credit for those who wish paid had it maintained a separate Medicaid to obtain their tax credit prospectively. program, as under option 1. States also would be required to define To help finance these programs, States a "basic" benefit package with an actuarial would receive a lump sum payment from value equal to the tax credit amount. And, the Federal Government. This payment would if a sufficient number of insurers do not equal the sum of federal per capita payments offer the basic plan, States would be required for those who meet Medicaid eligibility re- to assure that at least two private health quirements and health insurance credit pay- plans offer this basic plan to credit recipients ments for those who are eligible for them. within the State. Federal/State quality assur- Payments would be based on estimates of ance programs would continue to assure prop- the Medicaid and health insurance credit er program administration, e.g, proper eligi- eligible populations within the State. Esti- bility determination for Medicaid and tax mates would be base year eligibility rates credit recipients and prevention of fraud updated to reflect changes in population and and abuse. changes in unemployment and other factors likely to influence the size of the eligible State Option 2-Unified Program.- population. Adjustments would be made to Under this option, States could establish a uni- reflect actual participation. fied program that combines Medicaid with the new federal health insurance credit to provide To the extent practical, States would no health insurance coverage for all State resi- longer apply complex Medicaid eligibility dents with incomes below poverty. Coverage standards. Eligibility would be based simply would be phased-in in tandem with the phase- on individual or family income in relation in for the health insurance credit. to poverty. States would help to administer the federal health insurance credit and would States would have broad flexibility in estab- assure availability of "basic" benefit coverage lishing these programs. They could operate from at least two private health plans, as a unified public insurance program or estab- under option 1. lish a State health credit program to supple- ment federal health insurance credit pay- ments. Any eligible individual or family could 2. Phasing-Out Duplicate Subsidies and opt-out of the State's public insurance program Increasing Efficiency in Other Federal to purchase private insurance. Those who Health Programs opt out would receive the full amount of the federal health insurance credit that they Medicare Program History would otherwise be eligible to receive. The credit could be higher if the State supple- Since enactment in 1965, Medicare has mented the health credit. successfully reduced the financial burden of health costs for the nation's elderly. However, States that provide insurance directly would the Medicare program also has experienced cover all Medicaid mandatory benefits and unsustainable increases in costs that have as well as prescription drugs. States would far outpaced both initial projections, and have flexibility to modify the amount, scope, inflation (far exceeding the CPI), and even and duration of benefits and could add or the medical component of the CPI. drop optional benefits provided that the actu- arial value of the benefit package is main- Medicare outlays were $3.4 billion in 1967, tained when spread over all individuals who and at the time, projected 1990 outlays are eligible to participate in the program. were $15.7 billion. Actual 1990 Medicare outlays totalled $110 billion. The average States that operate a unified health insur- annual rate of growth in Medicare expendi- ance credit program would be subject to tures between 1970 and 1990 was over 14.7 a maintenance of effort requirement. The percent, well above the rate of inflation State's financial contribution would be set and beneficiary increases (about 8.2 percent). to equal the amount the State would have The following table compares actual Medicare 66 The President's Comprehensive Health Reform Program growth rates to inflation and beneficiary reasonable efficiencies must be found in Medi- growth. care growth to avoid draining American tax- payer resources-regardless of the beneficial Medicare has outpaced the Medical-Con- private sector effects of the President's plan's sumer Price Index (MCPI) and the Consumer Price Index-Urban (CPI-U) by an average private market reforms. annual rate of 6.3 percent and 8.4 percent, Reforms will not affect benefits for sen- respectively, over the 1970-1990 period. Over iors.-Because important efficiencies are pos- the next five years, if not reformed, it sible in the Medicare program, no senior will will continue to surpass general inflation have any benefits reduced as part of health rates, as indicated in the graph and chart care reform. In fact, senior citizens could save below. money as a result of possible Medicare re- With almost 12 percent a year growth forms-due to the lower coinsurance payments anticipated for each of the next five years, and lower Part B premiums that automatically Table 5-11. Average Annual Medicare Growth Compared to CPI-U and Beneficiary Growth, 1970 through 1990 Excess over Annual Growth CPI-U and Rate Beneficiary Growth CPI-U+ Beneficiary Growth 8.2% - Medicare 14.7% +80% Chart 20. GROWTH IN FEDERAL MEDICARE COSTS AVERAGE ANNUAL INCREASE -- 11.5% (OUTLAYS) $ BILLIONS 240 220 200 PROJECTED MEDICARE SPENDING 180 160 140 120 100 1991 1992 1993 1994 1995 1996 1997 FISCAL YEARS Making the System More Cost-Effective 67 result from many supplemental medical insur- Medicare also makes graduate medical edu- ance (SMI) reforms. cation (GME) payments to help cover the cost of intern and resident salaries and the cost Hospital Insurance (HI) Reforms of teaching physicians. GME payments should Under current law, the Medicare Hospital be reshaped to help ensure that teaching hos- Insurance program will grow at 10.6 percent pitals meet the Nations needs for primary care per year from 1993 to 1997. Numerous policy physicians in the next century. Teaching hos- changes exist to reduce this high annual pitals should be encouraged through payment rate of growth-without affecting services. policy to shift the primary care/specialist train- ing mix back towards more sensible ratios that Recapturing Unreimbursed/Uninsured will produce more primary care physicians. Care Subsidies as Health Insurance Tax Credits Expand Access.-Many hospitals re- Other Possible HI Reforms.-Other re- ceive Medicare "disproportionate share pay- forms could further reduce the excessive ments" (DSH) to help cover the cost of the growth rate in HI costs. These reforms would: uncompensated care they provide to uninsured ensure that Medicare pays only once for cer- patients. Medicare DSH payments will total tain hospital procedures; phase out unequal over $2.3 billion in 1992. A significant portion and special return on investment payments to of the $3.2 billion provided to teaching hos- for-profit skilled nursing facilities; create spe- pitals in fiscal year 1992 through the "indirect cific categories of payment to recognize more medical education" (IME) adjustment also is home health professions; and create additional intended to help defray uncompensated care incentives to Medicare beneficiaries to enroll costs. in coordinated care organizations. As the new health insurance tax credits Preventing Program Abuse and tax deductions are phased-in-to ensure that nearly everyone coming into a hospital Other policy changes should be considered has insurance-these subsidies would, for the to address areas where there have been most part, be unnecessary. With insurance, documented abuses of the Medicare program. low-income families will be able afford primary Durable Medical Equipment.-A notable care on an ambulatory basis-to maintain example is in the area of durable medical good health and prevent serious illnesses equipment (DME). Numerous reports of fraud that result in the need for costly hospital and abuse have prompted calls for DME pay- admissions. (Some indigent care subsidies ment reform. Attempts to correct overcharges could be retained as "gap fillers"-to provide by instituting a fee schedule for DME have for the small number of remaining cases failed. where people still fall through the cracks.) A recent GAO (1991) study of six DME Adjustment of IME payments is justified suppliers found that the suppliers' average on other grounds. Major studies by the Gen- profit margin in 1988 was 19 percent for eral Accounting Office (1991) and the Congres- Medicare business, significantly more than sionally-appointed Prospective Payment As- for non-Medicare business. The GAO pro- sessment Commission (ProPAC, 1990) have jected that Medicare profits would be even consistently shown that these payments are higher in 1993-34 percent overall. The excessive even under the existing system. GAO study also found that Medicare pay- Therefore, a phase-down in IME payments ments in 1989 were 24 percent higher to rates already recommended by ProPAC under the new fee schedules than they (on the basis of excessive payment under would have been under the previous sys- current law) should be possible without any tem, which was based on reasonable harm to teaching hospitals as the burden charges. of uncompensated care decreases with the tax credit phase-in. To bring these excessive payments under control, the Secretary of the Department Reforming Graduate Medical Education of Health and Human Services should be Payments.-In addition to IME payments, authorized to revise DME payment rates 68 The President's Comprehensive Health Reform Program to reflect market considerations, using such interests (Florida Cost Containment Board, procedures as competitive bidding to establish 1991). The result is a significant increase payment rates for oxygen and oxygen products. in public and private sector health care costs. Growth of Physician Payments and In addition, self-referrals are viewed by Related Services (SMI) many as involving an unethical conflict of Current projections of Supplementary Medi- interest. The American Medical Association cal Insurance (SMI) program costs (primarily (AMA) has recognized self-referrals as an doctor's fees) show it growing at an average area of abuse in need of reform and has annual rate of 14.6 percent from 1993 to taken the position that self-referrals should 1997. Over the past decade, Medicare Part generally be discouraged except in situations B payments have grown at an average annual where physician investment is needed to increase of 15 percent-twice as fast as make services available (AMA, 1991). the Consumer Price Index for urban areas Reform legislation should consider prohibit- (CPI-U), adjusted to take into account bene- ing Medicare payment in the case of "self- ficiary growth. referrals" in areas such as radiology, radiation With the ongoing five-year phase-in of therapy, durable medical equipment, home physician payment reform, many physician health, physical therapy, and rehabilitation payments are in the process of being adjusted where abuses have been found. Current law significantly. While it is important to let already prohibits Medicare payment for self- this process proceed, the payment system referrals involving clinical lab tests. should be examined to remove inappropriate A number of other policy options could incentives. be developed to help restrain growth of A recent study done by the State of Florida physician fees and other SMI expenses to has focused attention on the abusive practice a rate below 14.6 percent a year. Controlling of physician "self-referrals." Physicians "self- the costs of physicians payments and related refer" when they order health care services services (SMI) is critical. All seniors and from a facility in which they have an invest- general taxpayers are at risk when SMI ment or other financial interest. The Florida costs grow at 14.6 percent a year, because study showed that physicians who self-refer 75 percent of SMI costs are borne by the utilize services at a far higher rate than general taxpayers and 25 percent from seniors' physicians who do not have these financial premiums. Chapter 6 Problems with Alternative Approaches Many of the proposals for health system if they were adopted, they would have enor- reform are patterned after one of two basic mous consequences not only for our health models: a centralized Canadian-style national care system but for our way of life and health insurance system or an employer "play- the fabric of American society. This chapter or-pay" mandate. Both of these alternative analyzes these approaches. approaches deserve careful analysis because, A. The Canadian Model Overview Central planning inevitably wastes re- While apparently successful in many re- sources and places quality at risk. spects and highly popular with the Canadian These flaws are now increasingly apparent people, the Canadian system-like all other in the experience of the Canadian system: universal public insurance systems-suffers from two basic structural flaws that are Costs have not been controlled effectively bound to lead to serious long term problems despite the enormous power that a single with cost, access, and quality. payer has under a universal public insur- ance program. Indeed, Canadian health First, there are no demand side incentives care costs have risen slightly faster than for efficiency. Because medical care is free health care cost in the U.S. to consumers, consumers do not play the same role they play in normal markets. Non-market means can moderate the growth of costs, but with significant ineffi- Market forces that normally produce ciency. Resources are often wasted on low- greater economic efficiency simply do not priority care while blunt cost containment exist. Moreover, consumers are unable to measures limit spending where added re- express their preferences through market sources could make a real difference in choices. outcomes. Second, major resource allocations are Supply-side constraints have led to artifi- made centrally through the political proc- cial shortages of critical personnel and ess. Health care is too complex and too equipment. sensitive to micro-level conditions, for cen- tralized management to be effective. Canadians have significantly less access to state-of-the-art technologies and often The Canadian system relies on blunt, must wait weeks or months for treatments macro-level, supply-side constraints such that are readily available to Americans. as an aggregate level of expenditures, lim- And, certain procedures, such as coronary its on high-tech equipment, and limits on bypass surgery, appear to be rationed, es- physician supply. pecially for senior citizens. But, efficiency-high quality care at the Lost productivity and other costs associ- lowest possible cost-requires making opti- ated with delays in surgery are estimated mal decisions at the hospital bedside and at 0.6 percent of Canadian GDP. These in the physician's office. losses could be even higher if delays for 69 70 The President's Comprehensive Health Reform Program other medical services are taken into ac- and physician care. The Canadian system count. itself, and American proposals to implement a Canadian-style approach, share a number Incentives for Canadian physicians and of basic structural features: hospitals often reward additional care re- gardless of its appropriateness. As a re- Health insurance is provided to all citizens sult, utilization rates have increased rap- through a centralized, publicly adminis- idly wasting resources. tered program. Health care services are provided by private-sector hospitals, physi- Reliance on crude global budgets as a cians, and other providers. Private insur- means of controlling costs has forced Ca- ance is prohibited, except for services not nadian hospitals to cut back on staffing in critical areas. As a result, post-opera- covered by the public program. tive death rates in Canada are 40 percent Covered benefits include hospital, physi- higher than in U.S. hospitals for certain cian, mental health, and preventive care. high-tech, life-saving surgical operations. (Some Canadian provinces also cover pre- Even if the Canadian system were an scription drugs and long-term care.) Care unqualified success, its successful adoption is free with no cost-sharing at the point of service. in the United States could not be assured. Each Nation has its own unique political, Hospitals and other institutional providers cultural, and economic environment. Experi- are paid on the basis of global budgets ence with the Medicare and Medicaid pro- that cover all patient care costs during a grams in the United States suggests several year. Global budgets are set annually by difficulties in adopting a Canadian-style uni- government authorities, through a process versal public insurance system. that involves some element of negotiation. Over the past decade and a half, effective Physicians and other non-institutional management of Medicare and Medicaid practitioners and providers are paid on a has been stymied by increasing politiciza- fee-for-service basis according to a govern- tion. Virtually all payment rates are fixed ment-established fee schedule. Overall by law. Thus, an Act of Congress is needed payments for physician services are lim- to change the amount that Medicare pays ited by a global budget or "expenditure for a routine lab test or X-ray. target." As a result of this inflexibility, Medicare To control costs, the supply of facilities, and Medicaid per capita costs continue to equipment, and providers is strictly regu- grow more rapidly than per capita costs lated. Hospitals are limited to govern- for the remainder of the population. ment-set budgets for capital expenses. If the U. S. political process has been un- Construction projects and high-cost equip- able to control 30 percent of health spend- ment purchases require special approval. ing, there is little reason for optimism that Physician supply is limited and the spe- it could be more successful in controlling cialty distribution is regulated to encour- costs for the entire health system. age general practice. Indeed, the thought that as much as 16 Financing is primarily through broad percent of the GDP by the year 2000 (32.7 based taxes (including a payroll tax). Some percent if non health-related federal spending Canadian provinces also require small pre- is included) could be subject to direct political mium payments. Others place a special control should give most Americans pause tax on employers. for serious concern. The Canadian system is administered through the provinces with supplemental Basic Features of the Canadian Model Federal financing. A Canadian-style sys- For the past two decades, the ten Canadian tem in the U. S. could be jointly adminis- provinces have operated government-based tered by federal and State governments health insurance plans that cover hospital (as proposed by Senator Kerrey) or pri- Problems with Alternative Approaches 71 marily by the national government (as pro- ment arrangements that have been developed posed by Congressman Russo). in the United States over the past decades have taken root in Canada. Basic Structural Flaws in the Canadian Model Overall, Canadian citizens as individuals Lack of Demand-Side Incentives.-The are relegated to a diminished role in decision Canadian system lacks effective incentives for making in the health care system. Because efficiency. Because medical care is free to con- they cannot make their own choices in the sumers, market forces that normally drive eco- market, they are forced to rely on the nomic systems to greater efficiency simply do vagaries of the political process. not exist. This flaw could be partly remedied Supply-Side Controls.-Because incentives by requiring some cost-sharing at the point for needed, appropriate care only are poorly of service. The RAND health insurance experi- structured, the government is left with control- ment has conclusively shown that modest lev- ling costs through overall supply side controls. els of cost-sharing reduce demand with little There are at least three main problems with or no measurable impact on health status this approach. (Brook et al., 1983). But, the flaw in the Cana- dian system is much deeper than a simple lack Macro-level supply side controls cannot of cost-sharing. achieve micro-level efficiency. Resources are invariably wasted. Needed services are Because consumers do not have a choice often caught in the squeeze compromising of alternative health plans and do not pay quality and good medical care. any portion of the premium cost, there is no dynamic that could lead to the development Every day, medical personnel make hun- of more efficient systems for delivering high dreds of decisions that affect resource allo- quality care at low cost. It is no accident cation. Should a particular test be pro- that innovative health care delivery systems, vided? What level of staffing should be such as Kaiser Permanente or Group Health provided in a busy emergency room? Con- of Puget Sound, have emerged in the United sumers also must make important deci- States, but not in Canada. sions regarding their care. In the U.S., employers and individuals, For efficient decisions to result, all of the concerned about getting good value for their participants must have appropriate incen- health care dollars, have incentives to demand tives and must have critical information. better forms of health care delivery. This, Macro-level budget constraints do nothing in turn, creates a market for such systems, to assure that proper incentives and accu- and organized health plans then compete rate information are brought to bear. with one another for market share, leading Supply side measures are often arbitrary to progressive improvements in cost-effective- and inflexible. Regulators must make ness and quality. This consumer-driven process thousands of decisions each year-deci- of progressive improvement simply cannot sions that involve billions of dollars to im- occur in a Canadian-style system. All signifi- plement global budgets, limits on high- cant change in Canada requires legislation. tech equipment, and similar measures. As a result, the Canadian health care Regulators must decide whether to in- system is less dynamic, resembling the U.S. crease a hospital's budget or to approve health care system as it existed in the the construction of a new cardiac surgery mid-1960s. Medical care continues to be an facility. A centralized allocation process unorganized cottage industry. Physicians are can be cumbersome, expensive and politi- subject to little oversight to assure efficiency cized, without resulting in an efficient allo- and quality of care. And physicians continue cation of resources. (Deber and Leatt, to be paid exclusively on a fee-for-service 1987; Feeny et al., 1986). basis despite clear evidence that this approach Third, a centralized allocation process may is inflationary. None of the improvements be too removed or too politicized to effec- in health systems delivery or innovative pay- tively contain costs. Broad-based political 72 The President's Comprehensive Health Reform Program support for cost-containment is unlikely. pared with 10.5 percent in the U.S. (OECD, Lobbying by providers and special interest 1990; Schieber et al., 1991). groups, partisan disputes, and a host of Cost-containment also has become more other complications make success in con- difficult in Canada in recent years. Rising taining costs problematic, at best. demands on the system resulting from free universal access have placed increased finan- Canada: The Evidence to Date cial burdens on the government. The preceding discussion suggests that the Declining national contributions and cost- design inherent in any centralized, govern- containment measures have initiated a recent ment-controlled health insurance scheme will round of hospital staff layoffs and bed closings. have adverse impacts on costs, access, appro- Ontario, for example, the richest and most priate use of resources, and quality. In fact, populous province, where more than a third a growing body of evidence strongly suggests of the Canadians live, has lost nearly 5,000 these are characteristics of the current Cana- hospital jobs and 3,500 beds over the last dian system. two years. In Toronto, the provincial capital, Failure to Control Cost Growth-Even 2,900 of 15,000 acute-care beds have been taken out of service (Media Digest, November with strict global budgeting and some ration- ing of care, Canadian health costs continue to 25, 1991). grow faster than U.S. costs. Between 1970 and To contain costs, Canada has cut payments 1980, Canada's annual compound rate of to providers, making the yearly price negotia- growth for per capita health expenditures was tions more and more difficult. The rising 12.4 percent, compared with 11.9 percent in Canadian costs, kept artificially under control the U.S. Between 1970 and 1990, Canada's ex- by government price and spending caps, have penditures grew annually 10.8 percent, com- been described as "a pressure cooker that Chart 21. COMPOUND ANNUAL PERCENTAGE RATES OF PER CAPITA NOMINAL GROWTH PERCENT RATE OF GROWTH 16 14 12.4 11.9 12 10.8 10.5 10 8 6 4 2 0 1970-1980 1970-1990 CANADA / UNITED STATES SOURCE: OECD, "OECD Health Systems: Facts and Trends" (Paris: OECD forthcoming) Problems with Alternative Approaches 73 is building steam on a hot stove" (Iglehart, has been estimated at 0.6 percent of Canadian 1986). GDP (Danzon, 1991). Treatment Delays.-Reliance on supply Limited Access to Advanced Tech- constraints to control costs inevitably leads to nology.-Government control of hospital cap- shortages and delays in treatment. Canadians ital and operating budgets limits the adoption must often wait to receive treatment. For ex- of medical technology in Canada. For example, ample, Canadians wait on average 4.9 months U.S. citizens have access to more open heart for open heart surgery, and 5.5 months for surgery, cardiac catheterization, organ trans- bypass surgery (Globerman, 1990). plants, radiation therapy, extracorporeal shock These waiting times for medical treatment and lithotripsy, and magnetic resonance imag- can have potentially adverse effects on a ing. patients' health. Patients not receiving timely Data from Anderson et al. (1989) also access to diagnostic procedures-such as MRIs, suggest rationing of selected expensive proce- CT scans and mammograms-can suffer set- dures for older age groups. Heart valve backs due to delayed treatment. Those waiting surgery and bypass surgery for patients ages for acute procedures-such as open heart 65-74 and 75+ were consistently performed surgery-can risk death waiting for care. less often in Canada. For patients age 75 Waiting for treatment also results in a and above, a full 4 times as many bypass direct economic loss. If unable to work while procedures were performed in the U.S. as waiting for care, individuals may face financial in Canada for the same age group of patients. setbacks. Some may even lose their jobs. Limited availability of medical technology There is the additional social loss of productiv- has prompted the Canadian government to ity. The overall cost of delays in surgery send some patients to the U.S. to seek advanced medical care. For example, the Chart 22. AVERAGE WAITING TIMES IN BRITISH COLUMBIA Cystoscopy 23.5 Cataract Removal 18 Myringatomy Tonsillectomy 13.8 Prostatectomy 30.5 Rhinoplasty Septal Surgery 32.5 Hand Surgery 11.5 Disk Surgery 12 Coronary Artery Bypass 24.1 Mammoplasty 19.2 Menisectomy 12 Laparoscopy 13.5 Tubal Ligation 16 Hysterectomy 16.9 Tonsillectomy 16 Tympanoplasty 19.2 D&C 6 Rhinoplasty 19.1 Scar Revision 13 Bladder Fulguration 29.5 Elective Cranial Bone Flaps, etc. 16 Other 15.8 0 2 4 6 8 10 12 14 16 18 20 22 24 26 28 30 32 34 36 WEEKS SOURCE: Steve Globerman, Waiting Your Turn: Hospital Waiting Lists in Canada (Vancouver: Fraser Institute, 1990) 74 The President's Comprehensive Health Reform Program Chart 23. ACCESS TO MODERN MEDICAL TECHNOLOGY UNITED STATES (1987) VS. CANADA (1989) PER MILLION PEOPLE 6 UNITED STATES 5.06 5 CANADA 3.97 4 3.69 3.26 3 2 1.5 1.23 1.31 1.06 0.94 1 0.54 0.46 0.16 0 OPEN-HEART CARDIAC ORGAN TRANS- RADIATION EXTRACORPOREAL MAGNETIC SURGERY CATHETERIZATION PLANTATION THERAPY SHOCK WAVE RESONANCE LITHOTRIPSY IMAGING SOURCE: Dale A. Rublee, "Medical Technology in Canada, Germany and the United States," Health Affairs, Fall 1989, Table 1, p. 180 British Columbia Health Association has con- Ineffective Use of Resources Resulting tracted with Seattle hospitals for coronary from Inappropriate Incentives.-Because bypass surgeries (Washington State Hospital Canada continues to rely primarily on fee for Association, 1990), and Ontario and Alberta service payment, physicians are rewarded for have similarly contracted with U.S. hospitals additional care regardless of need or quality. for high technology care (Goodwin, 1990; As a result, utilization per physician increased Sherlock, 1990). by 25.1 percent in Canada between 1971 and 1985, compared with only 7.0 percent in the While these instances may be rationalized United States (Barer et al., 1988). Overall, Ca- as temporary problems, the Canadian system nadian physicians provide a much higher vol- is able to use access to U.S. technology ume of services than U.S. physicians. While as a "safety valve." Since the U.S. provides data is not available on rates of appropriate- an available supply of medical technology ness, these substantially higher levels of medi- just across the boarder, Canada may have cal utilization raise concerns about the amount an incentive not to invest in sufficient supply. of inappropriate and unnecessary care being If the U.S. were to adopt a Canadian system, delivered and paid for by the Canadian tax- this safety valve would no longer exist for payer. Canada, nor would one exist for Americans (HIAA, 1990). Hospitals also face perverse incentives. Be- cause hospitals are paid a fixed aggregate Limited hospital budgets for capital improve- budget, they have a financial incentive to ments also have meant that the physical use available beds for patients with the plant and equipment in many hospitals is lowest cost. As a result, Canadian hospitals nearing obsolescence (Iglehart, 1986). This are filled with chronically ill, but low cost, lessens some Canadian hospitals' ability to patients, termed "bed blockers." provide the highest quality care. Problems with Alternative Approaches 75 Table 6-1. Relative Use of Physician Services in Canada and the United States (Services per capita) Canadian Rate Service Type as Percent of U.S. Rate Diagnostic and Therapeutic Procedures 120 Office Visit and Consultations 156 All Physician Services 139 Source: Fuchs, 1990. These incentives affect quality and hospital atively undeveloped in Canada compared with staffing decisions. Canadian hospitals have the United States. Similarly, Canadian hos- lower average staff-to-patient ratios than do pitals have few incentives to compete on U.S. hospitals, (1.87) versus (3.47) (Newhouse increased quality of care. Because of tight et al., 1988). Quality for high-risk patients, budgets, hospitals in Canada do not invest however, can suffer as a result of these to any significant level in data collection staffing patterns (see below). and quality review. Pressures on Quality.-Roos et al. (1989) recently compared Canadian and U.S. post-op- Could a Canadian-Style System Be erative mortality rates. Interestingly, Cana- Successfully Implemented in the United dian hospitals did as well as U.S. hospitals States? on low risk surgical procedures. Post-operative Critical Differences Between the United mortality, however, is 44 percent higher in States and Canada.-The notion of simply Canada than in the U.S. for high risk proce- adopting the Canadian system is simplistic. dures including heart surgery. This outcome Each nation has its own unique political, cul- may result from hospital budgeting practices tural, and economic environment and history. which encourage lower staff-to-bed ratios. This means that patient care resources might not One major difference between the United be available when critically needed. States and Canada is our form of government. We rely on a system of checks and balances, Quality assurance activities such as peer with independent executive, legislative, and review, second opinion, utilization manage- judicial branches. Canadians, in contrast, have ment and outcomes information also are rel- a parliamentary form of government, which Table 6-2. Comparison of Hospital Care in Canada and the United States (Use rates for people aged 65 and older) Canadian Unites States Canada Rate as Percent of U.S. Rate Admissions Per Capita 0.33 0.35 106 Length of Hospital Stay (in days) 7.96 13.32 167 Hospital Days Per Capita 2.63 4.66 177 Hospital Staff Per Occupied Bed 3.47 1.87 54 Source: Newhouse, 1988. 76 The President's Comprehensive Health Reform Program Chart 24. POST-OPERATIVE MORTALITY FOR HIGH RISK SURGICAL PROCEDURES FOR PATIENTS 65 AND OLDER DEATHS PER 100 12 10 8.4 8 5.8 6 4 2 0 30-DAY MORTALITY MANITOBA / NEW ENGLAND SOURCE: Roos, et al., JAMA, Vol. 263, No. 18, May 9, 1990 effectively combines legislative and executive prehensible only to a handful of Congressional functions. There is less potential in Canada staff and executive branch experts. for the political deadlock that has character- With the increasing complexity of the legis- ized health policy in the United States over lation, few Members of Congress even have the past decade. an opportunity to vote on the issues involved. Experience with the Medicare and Med- Over the past decade, the full House and icaid Programs.-Experience with the Medi- Senate have only had a handful of opportuni- care and Medicaid programs suggests that a ties to debate and vote on critical pro- Canadian-style universal public insurance pro- grammatic issues. gram could not be translated successfully into the United States. While these programs have Micromanagement of program details by succeeded in expanding access to the elderly, legislators may be inevitable because it ex- the disabled and many low income Americans, tends the political power and influence of these programs have become increasingly po- key committee members. The technical details liticized over the past 10 years thwarting effec- of payment policy often are highly arcane tive program management. but of great monetary significance. Many payment policies are somewhat arbitrary. When enacted in 1965, Congress delegated broad responsibility for management of Medi- Per capita health care costs for Medicare care and Medicaid to the executive branch and Medicaid recipients have grown consist- and to the States. Congress legislated only ently faster than per capita health care the broad outlines of the programs and costs for the remaining population. limited its role to oversight. Today, virtually If the political process has been unable every detail of operation of Medicare and to control 30 percent of health spending, Medicaid is dictated in hundred of pages there is little reason for optimism that it of dense legislative language that are com- Problems with Alternative Approaches 77 Chart 25. ANNUAL GROWTH IN PER CAPITA HEALTH CARE EXPENDITURES ANNUAL GROWTH RATE 16 14 13 12 11.1 9.1 10 8.7 8 6 4 2 0 1970'S 1980'S GROWTH PERIOD MEDICARE/MEDICAID PRIVATE SOURCE: HCFA, Office of the Actuary, Office of National Health Statistics could be more successful in controlling costs rise by the same amount. Using 1992 dollars for the entire health system. or cost controls would have to cut enlisting Potential for Massive Transition Costs problems and expenditures by an equivalent and Disruptions.-Establishing a universal amount. Either tax increases or program costs public insurance program in the United States of this magnitude would have devastating ef- would involve massive transition costs and dis- fects. If coverage is financed through a payroll ruptions. Either taxes and government spend- tax that would increase the cost of employ- ment, job losses could exceed two million work- ing (federal and/or State) would have to in- ers. Millions of people currently satisfied with crease by $250 to $500 billion per year, and their current insurance arrangements would either taxes or government borrowing would be forced to switch their coverage. B. Problems with "Play-or-Pay" Overview and by Representative Rostenkowski, among others. "Play-or-pay" is a widely discussed approach for expanding health insurance access. Em- While "play-or-pay" would expand insurance ployers would be required to "play", e.g., coverage, it suffers from four serious draw- provide private insurance for workers and backs. "Play-or-pay" would: dependents, or "pay" a payroll tax to fund public insurance for their workers and depend- Hurt workers by reducing jobs and by forc- ents. Variants of this approach have been ing employers to cuts wages to offset man- proposed by Senators Mitchell and Kennedy date costs. While "play-or-pay" seems to put the burden on employers, this is large- 78 The President's Comprehensive Health Reform Program ly an illusion. Employers will inevitably force would have a strong incentive to opt shift the burden to employees. Between into the public plan, further undermining 350,000 and 750,000 jobs could be lost in the solvency of the plan. the short-run, with a long-term potential as high as two million. These job losses How Play-or-Pay Plans Operate are about 50 percent to 100 percent of those endured during the recession. More- "Play-or-pay" employer mandates are de- over, cash wages for many of the "bene- signed to provide coverage for workers and ficiaries" of the mandate would decrease their dependents with little direct cost to by 7 to 9 percent depending on the payroll government. Employers are required to provide tax rate, and would fall by about another coverage directly or pay a payroll tax. Man- 1 percent as newly unemployed workers dates typically apply for all workers employed compete for increasing scarce jobs. more than 17.5 hours a week. Cascade into a form of national health in- To "play," employers would be required to surance. "Play-or-pay" is inherently unsta- provide "basic" health coverage. Typical ble. According to the Urban Institute, 60 employers could require workers to pay up million workers and dependents who now to 20 percent of premium costs as well have private coverage would be shifted as make modest copayments upon the re- into the public plan. Overall, 58 percent ceipt of health care. of Americans would be insured publicly. Employers not providing health benefits At this point, the public could use its near- directly would be required to pay a payroll monopsony position to gain deep discounts tax to cover a portion of the cost of bene- from providers resulting in a massive cost- fits provided through a public insurance shift that would rapidly price the remain- program. Estimated payroll tax rates are ing private coverage out of the market. in the range of 7 to 9 percent. Generally, Hurt small business. While the $30 billion there is no cap on the taxable wage base. cost of the mandate will be shifted to "Play-or-pay" mandates usually are accom- workers, in the near-term, employers will panied by an expanded public insurance pro- bear the burden. Some employers may try gram to replace Medicaid and provide sub- to pass this added cost on to consumers sidized coverage on a sliding-scale basis for in the form of higher prices. But many those without employer-paid coverage or Medi- businesses that do not currently provide care. Some form of price regulation also coverage have low profitability, are en- generally accompanies "play-or-pay" proposals gaged in competitive markets and may fail as a means of restraining costs. The regulation as a result of the higher costs. Small busi- may involve some form of payer/provider ness will suffer disproportionately. negotiations or may be administered directly Increase costs for government over and by a regulatory agency. above the new payroll tax receipts. "Play- or-pay" is not self-financing. A federal sub- Characteristics of the Working Uninsured sidy would be needed to fund the gap be- tween payroll tax receipts and actual The working uninsured are the intended costs, and this gap is likely to grow rap- beneficiaries of "play-or-pay" mandates. In idly. Although premium costs average 7 1987, almost half (47.4 percent) of uninsured percent of payroll, actual costs vary wide- workers earned $5 or less an hour. Sixty ly. Low-wage firms incur costs well in ex- percent were employed in small establish- cess of 7 percent. These firms will dis- ments with 25 or fewer workers. Most worked proportionately opt to "pay," but the tax in low-skilled occupations and in industries will be inadequate for health coverage for that are characterized by intense competition these firms. This problem will be and comparatively low profitability. Many compounded by the fact that premium of these low-wage workers will be those costs also vary widely. Firms with higher who would lose their jobs under play-or- premiums due to an older or sicker work pay. Problems with Alternative Approaches 79 Consequences of "Play-or-Pay" billion for employers with a 9 percent tax. Effects on Insurance Coverage.-From Premiums paid by individuals would increase the standpoint of expanding insurance cov- by less than $1 billion, while uncompensated erage "play-or-pay" appears to be a success. hospital care would decrease by $15 billion. According to a simulation conducted by ana- The Effects on Wages and Employment.- lysts at the Urban Institute, an estimated 33 "Play-or-pay" mandates appear to put the bur- million uninsured Americans and their de- den on employers, but in the long-run, the bur- pendents would receive insurance coverage as den falls primarily on workers. The effects are a result of the mandate-22 percent through two-fold: lower real take-home pay and fewer their employer and 78 percent through the jobs. new public plan. The reason is straightforward. At the mar- Assuming a 7 percent "play-or-pay" tax, gin, the total compensation an employer is insurance costs would increase by $30 billion able to pay (including wages and fringe for employers, in 1989 dollars, and by $37 benefits) must equal the marginal value to Table 6-3. Shifts In Insurance Coverage for the Under 65 Population Employer Govern- Private ment Sponsored Uninsured Insurance Nongroup (Excluding Medicare) Number of People Covered in Millions:. Current System 142 18 23 33 Under Pay-or-Play: With a 7 percent tax 105 0 112 0 With a 9 percent tax 132 0 85 0 Percentage of Population Covered:. Current System 66 8 11 15 Under Pay-or-Play: With a 7 percent tax 48 0 52 0 With a 9 percent tax 61 0 39 0 Table 6-4 Insurance Costs (Billions of 1989 dollars) Total Individ- Govern- Employers uals ment Total Insurance Costs: Current System 202 129 46 28 Under Pay-or-Play: With a 7 percent tax 269 159 46 64 With a 9 percent tax 272 173 46 53 Added Insurance Costs: With a 7 percent tax 67 30 0 36 With a 9 percent tax 70 44 0 26 Less Savings from Reductions in Uncompensated Care: With a 7 percent tax 15 I - - With a 9 percent tax 15 - - - Net Added Insurance Costs: With a 7 percent tax 52 I - - With a 9 percent tax 55 - - - 80 The President's Comprehensive Health Reform Program the employer of the labor that is provided. A review of the characteristics of the unin- If an employer is forced by a government sured workers makes these predictions seem mandate to increase benefits, the employer even more realistic. Most of uninsured workers will reduce employment or reduce cash wages. are low-wage, low-skilled workers. These work- A mandate simply cannot force an employer ers have little ability to command costly to pay more in compensation than the value fringe benefits. of the labor to the employer. This conclusion is supported by a number of empirical studies A better approach is to provide direct analyzing other mandates (see, e.g., Gruber assistance for low-income workers through and Krueger, 1990). tax credits, as the President has proposed. This approach is more "progressive" in terms For uninsured workers, the cost of keeping of income distribution. Income is transferred their jobs with a 7 percent "play-or-pay" directly to assist low-income workers, without payroll tax would be a 7 percent reduction the risk of job loss or a reduction in wages in gross wages, and a larger proportionate that a mandate inevitably involves. drop in after-tax income. In addition, wages, corrected for inflation, would fall by about "Play-or-pay" has other disadvantages for workers as well. another 1 percent as newly unemployed work- ers compete for fewer jobs. The burden would With a 7 percent payroll tax, 52 million be particularly great because most of the currently insured workers and dependents working uninsured are low-wage workers al- with employer-based plans would be forced ready struggling to make ends meet. For to change coverage. Another 14 million example, the mandate would result in- Americans would be forced to give up their A pay cut of $1,680 a year for the average private insurance and would be forced into 30 year old male high-school graduate, a "one size fits all" public insurance plan. currently earning $24,000 a year in wages; These shifts in coverage are illustrated in Table 6-5. and A pay cut of $1,260 a year for the average Families that depend on supplemental in- come from part-time employment of a 30 year old male high-school dropout, cur- rently earning $18,000 a year in wages. spouse could be hurt. If the mandate ap- plies to part-time work. Employers will cut For other workers, 350,000 to 700,000 jobs back on part-time jobs because of the would be lost. Moreover, if the "play-or- added cost. On the other hand, if the man- pay" mandate evolves into a universal public date does not apply, it would fail to close insurance program, available to all regardless an important gap in coverage and govern- of employment, job losses could reach two ment would be forced to pick up the costs million. through the back-up public plan. Table 6-5. 66 Million Lose Choice of Plan Under Play-or-Pay (Coverage under new public plan in millions) Workers Dependents Nonworkers Total With a Pay-roll Tax of 7 Percent Former Source of Coverage: Employer 37 15 0 52 Private Insurance 6 2 6 14 Government 2 4 13 19 Uninsured 12 6 8 26 Total 57 27 28 112 Problems with Alternative Approaches 81 A Backdoor to National Health Insurance In the absence of other reforms, health care costs are likely to increase much more Advocates present "play-or-pay" as means of providing universal coverage while avoiding rapidly than wages. As a result, the public national health insurance with all of its plan will become increasingly underfunded shortcomings. (See Chapter 6.A.) But, this unless the payroll tax is increased to keep argument is flawed. "Play-or-pay" is inherently up with health care inflation. But, due to unstable and will likely collapse into a full political pressures, the Congress is unlikely blown national health insurance system. to let this happen. So, the Congress is likely to turn increasingly to general revenues Many employers who now provide private to subsidize the public plan. Or the Congress health insurance to their workers will have may try to use some form of blunt price strong incentives to shift coverage to the regulation to hold down public plan costs. public plan "pay" option because a 7 or Either way, the public plan would gain even 9 percent payroll tax will be significantly an increasing competitive advantage over pri- less costly than private coverage. The incen- vate health plans, and private health plans tives are particularly great for small firms would rapidly lose market share. with comparatively low average wages. A recent study conducted for the Labor Depart- Effects on Employers ment by policy analysts at the Urban Institute reaches some startling conclusions on the In the short-run, employers will not be potential size of such a shift. able to react fully to the mandate by reducing wages or employment. As a result, the initial With a 7 percent payroll tax, total enroll- harmful effects of the mandate will fall ment in public insurance (including Medicare) mainly on employers. Small firms would would be 144 million or 58 percent of the population. Sixty-six million Americans with be especially hard hit. private coverage would be shifted to the Health insurance costs for employers new public plan. Twenty-six million of the would increase by $30 billion under a 33 million who are currently uninsured would mandate with a 7 percent payroll tax- end up in the public plan. Only 7 million a 23 percent increase in current health would actually receive health insurance insurance costs. With a 9 percent tax, the through their employers. added cost for employers would be $44 bil- For workers in small firms, private health lion-a 34 percent increase in insurance insurance would quickly become a thing of costs. the past under "play-or-pay". At a 7 percent The largest proportional increases would tax, 81 percent of the workers in firms be for small employers. For firms employ- with 25 workers or less would be enrolled ing fewer than 25 workers, costs would in the public plan. Even with a 9 percent rise by 71 percent with a 7 percent payroll payroll tax 117 million, or 47 percent of tax rate, and by 101 percent with a 9 per- the total population would be covered by cent tax. As noted, 60 percent of currently public insurance. Thirty-two million Americans uninsured workers are employed in estab- who currently have private employer-paid lishments with 25 or fewer workers. coverage would shift into the new public plan as would 22 million of the currently In the short run, a "play-or-pay" mandate uninsured. will lead to somewhat higher prices and an increase in the inflation rate. For firms, It is important to note that the Urban that cannot pass on increases in costs through Institute study focused only on the "static" higher prices, there would be a fall in effects of a "play-or-pay" mandate. Once a profits. Assuming the monetary authorities "play-or-pay" system is in effect, however, maintain their existing targets for inflation, dynamic forces will be set in motion that the effect of the mandate would be to lower drive the system further toward universal employment and lower real GDP. public coverage. 82 The President's Comprehensive Health Reform Program Chart 26. SOURCE OF HEALTH INSURANCE COVERAGE FOR U.S. POPULATION CURRENT SYSTEM UNINSURED 13.3% PRIVATE 64.5% PUBLIC 22.2% PAY-OR-PLAY WITH A 7% TAX PRIVATE PUBLIC 42.2% 57.8% SOURCE: The Urban Institute, "Pay or Play Employer Mandates: Effects on Insurance Coverage and Costs," January 8, 1992 Problems with Alternative Approaches 83 The Cost to the Government of "Play-or- to a Canadian-style system in relying on Pay" supply-side constraints to control costs. Nei- A "play-or-pay" mandate would give rise ther approach addresses the dynamic factors to a vast new federal health insurance pro- that are driving up health care costs. gram, four times as large as Medicaid and In the absence of meaningful reforms, impos- inadequately funded. ing price controls is like putting lid on The Urban Institute estimates that a pay- a pressure cooker. If the heat remains, the or-play mandate with a 7 percent payroll lid eventually blows off and the pot boils tax would not be adequately funded. The over. The disadvantages of the Canadian new payroll tax would not cover the full system are discussed in detail elsewhere. cost of the new public plan. A subsidy Problems with all-payer rate setting are briefly of $37 billion would be needed from general summarized here (see Table 6-6). revenue. A 9 percent payroll tax would lower the subsidy to $25 billion. The subsidy is Although advocates often argue that all- likely to grow over time for reasons noted payer rate setting would encourage coordi- previously. nated care plans, the opposite seems more likely to be the case. All payer rate setting "Play-or-Pay" Fails to Address Cost- robs coordinated care plans of their cost- Control Effectively savings advantage relative to traditional fee- Play-or-pay proposals are often coupled with for-service arrangements by artificially holding "all-payer" price regulation schemes that at- prices down. tempt to limit aggregate payments by all The more rate setting succeeds in controlling public and private insurers to hospitals, physi- costs, the less incentive that consumers (and cians, and other providers to pre-set global therefore providers) will have to switch to budget targets. These schemes are closely coordinated care. So, all-payer rate setting, related to Canadian-style national health in- like Canadian-style national health insurance, surance plans and share the same drawbacks. seems likely to preserve inefficient forms All-payer rate setting preserves a role for of service delivery. private insurers, but is otherwise identical Table 6-6. Potential Problems with All-Payer Rate Setting 1. Supply constraints will lead to shortages and waiting lines. Tight global budgets will force hospitals to cut back on personnel in critical areas-jeopardizing the quality of patient care. 2. Rate setting fails to reward efficient physicians while creating incentives for overutilization. 3. Rate setting fails to reform incentives/structure/organization at the micro-level and so will lose effectiveness with time. 4. Rate setting will reduce the competitive edge of coordinated care-thereby retarding critically needed change in the delivery system. 5. Primary reliance on all-payer regulation to control costs opens up a broad range of is- sues to political interference and manipulation. Chapter 7 Examples of Impacts on Individuals and Families The President's plan will allow all Ameri- another private plan) when they no longer cans to have access to affordable health qualify for Medicaid. insurance. The following are illustrative exam- The President's plan removes the current ples of how the President's plan would work.¹ incentive for AFDC families to remain on welfare because they fear losing Medicaid Case #1 coverage-the President's plan will ensure A family of two parents and a child with continued coverage for welfare recipients one working parent without employer cov- who return to work. erage, and a total family income of $10,000 (just below the poverty level): Case #3 [Full Credit of $3,750] A family of four with a modified adjusted gross income of $60,000 (in which the filer Under the current system, this family is is married and filing jointly), and no employer not eligible for Medicaid and cannot afford sponsored health insurance: private health insurance. [Full Health Care Deduction of $3,750 and Under the President's plan, this family Access to Group Coverage] would qualify for a $3,750 transferable credit to buy basic health insurance Under the current system, they often can- through the State designed group health not find affordable coverage. plan (or another of their choice). Under the President's plan they would re- ceive a $3,750 tax deduction (a benefit of Case #2 approximately $1,050) to help with the A mother with two children who was purchase of insurance. on welfare (AFDC) in the past, and has In addition, their employer(s) would pro- returned to a job earning $8,500 per year. vide information and arrange access (but No employer health insurance is provided: not be required to contribute) to group cov- [Full Credit of $3,750] erage. For example, the employer could ar- range coverage through a Health Insur- Under the current system, a mother re- ance Network (HIN), SO that the family ceiving AFDC who returns to work contin- could buy more affordable coverage ues to receive Medicaid for six months; through a large group-with larger risk after the six-month period, the family may pools rather than costly individual cov- be charged three percent of the family in- erage. come as a Medicaid premium in this case, $255 for six months of coverage. After one Case #4 year, the family is no longer eligible for Medicaid. A single individual with intermitent income at the minimum wage and not eligible for Under the President's plan, the family Medicaid (e.g. most males or a woman who would qualify for a $3,750 transferable is not a mother): credit to buy basic health insurance through the State group health plan (or [Individual Credit of $1,250] 1 The examples presented assume the fully-phased in program, Under the current system, this individual and use 1993 income thresholds. has no access to health insurance, and 85 86 The President's Comprehensive Health Reform Program usually receives "unreimbursed care" Under the current system, small employ- through hospital emergency rooms. ers have difficulty finding affordable cov- Under the President's plan, this person erage. The problem becomes worse when would receive a $1,250 transferable credit one member of a small group has a poor for the purchase of group health insurance medical history or current high medical costs. through the basic State health plan, or some other private plan. Under the President's plan, small employ- ers would have access to larger group cov- Case #5 erage through Health Insurance Networks (HINs) spurred by major insurance and A family of four with a modified adjusted gross income of $50,000, and a $1,000 em- ERISA reform. Large group coverage is less expensive and more efficient, since in- ployer contribution to health insurance: surance administrative costs are much [Health Care Deduction] lower and risk is more effectively distrib- uted. Under the President's plan, this family would receive a health care tax deduction In addition, the plan would set limits on of $2,750 ($3,750 minus employer con- the variation of premiums insurers could tribution of $1,000), making their health charge to different groups. Insurers would insurance much more affordable. not be able to deny coverage to any indi- vidual, or drastically increase premiums Case #6 when one member of a group becomes ill. An individual with a serious health problem Case #8 is considering changing jobs, but is afraid of giving up current employer coverage: A small employer with an employee just diagnosed with a serious health problem [Portability and Security of Health Care] applies for health insurance for the first Under the current system, a person chang- time: ing jobs may not be covered under a new [Guaranteed Coverage Issue] employer's policy because of health status. A pre-existing condition exclusion may Under the current system, uninsured per- also apply, interrupting coverage. sons with serious health problems are often denied health insurance-at any Under the President's plan, regardless of price. the employee's health status, the new in- surer would be required to offer unre- Under the President's plan, insurers would stricted access to the new employer's be required to offer coverage to any group, group coverage. regardless of health status. Premium lev- els would be limited S0 that costs would In addition, insurers would not be per- not be prohibitive. mitted to deny coverage due to health sta- tus, and persons with previous health ben- Case #9 efits could not be denied coverage of pre- existing conditions. (So long as no insurer A family of four with a modified adjusted can avoid pre-existing conditions, and all gross income of $17,000 has no employer must accept new risks, no insurer will be coverage and currently cannot afford health disadvantaged.) insurance: [Partial Health Credit] Case #7 Under the President's plan, this family An employer of a small firm of 20 workers would receive a partial health tax credit would like to offer employees health insurance, towards the purchase of health insurance but cannot find affordable coverage: (or a $3,750 deduction-whichever pro- [Small Market Reforms] vides the greater benefit) because their in- Examples of Impacts on Individuals and Families 87 come faces between 100 percent and 150 included in the plan-or of the relative percent of the tax threshold. quality of local hospitals and doctors. Affordable group coverage would be made Under the President's plan, comparative available through a State coordinated information on quality and price of health "basic plan" pool that would guarantee ac- care will be available to consumers and cess to basic health insurance coverage. large purchasers of care. State insurance commissioners will collect information on Case #10 area providers, and also on individual pro- viders such as physician, hospitals, labs An individual is planning on choosing a and other facilities-both on price and health plan and wants to get the best quality. This information will be made quality plan for the best price. But he available by employers. A type of local is unsure of which plan to choose: health care market "blue book" will allow consumers to identify the best health [Consumer Information] plans, and providers. As a result, consum- Under the current system, consumers have ers will be better equipped to choose the limited knowledge of the relative prices of health plan or provider best suited to their insurance an health care services. Nor are needs and the best value for their health they aware of the hospitals and doctors care dollar. References Agency for Health Care Policy and Research, Analytic Literature Review: 1958 to 1979," National Medical Expenditures Survey, U.S. Group Health Journal, Volume 1, Number Public Health Service, Rockville, MD, 1987. 4, 1980. American Medical Association, Socio- Current Population Survey, U.S. Depart- economic Monitoring System, 1983 and 1989, ment of Labor, Washington, D.C., 1988. core surveys, Chicago, Illinois. Current Population Survey, U.S. Depart- Anderson, G.M., Newhouse, J.P., Roos, L.L., ment of Labor, Washington, D.C., 1991. 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Post-nuclear families WASP AGONY John Updike on the secret life of John Cheever Camille Paglia on the Presbyterian report on human sexuality 48 49140 0 787445 1 ica's ability to exert pressure on them-whether to secure trade concessions or acquiescence to U.S. leader- ship-will be sharply reduced. No one wants to kick the The failings of 'managed' care. United States out, as the administration complains After all, it's always good to have an insurance policy. But most of them know that the Americans won't stay on indefinitely anyway. And they feel that an economi- cally powerful European Community ought to have a greater say in its defense than a U.S.-dominated NATO SICK JOKE allows. The Europeans do not all, of course, view the issue through the same lens. The French see a Euro- pean army, based on a Franco-German core, as a way of I By Robert Kuttner dissuading the Germans from any temptations to act on their own. The Germans want to show that they are good Europeans who are willing to join forces with their O n April 11, 1990, Lawrence Megge, a 34-year- neighbors. And the British, ever reluctant to merge old machine-part designer, rammed his car their sovereignty into Europe, prefer a U.S.-dominated into a highway stanchion near Detroit, killing NATO to a European force run by France and Germany. himself and his wife. Megge had repeatedly sought treatment for extreme depression, suicidal ten- dencies, delusion, and sexual abnormalities. He W ith the Soviets flat on the mat, the unavoid- able question for Americans is: What do we believed his boss was the archangel Michael, and that get out of NATO? In the past the answer was his colleagues were out to kill him. Megge's health plan, easy: advance bases, leverage against Moscow, SelectCare, provided generous mental health benefits. deference from dependent Europeans. Now the answer However, in an effort to cut its costs, SelectCare had is different: the bases are unnecessary, the leverage irrel- recently contracted with a company called American evant, and the deference gone with the wind. The NATO Biodyne, which specializes in an aggressive brand of si bureaucracy is still firmly in place, providing employ- "managed care." ment and pleasant European assignments for an army of Biodyne assumed SelectCare's entire financial risk for al military and civilian administrators. But they're now mental health claims, in exchange for a flat per-patient, tending a monument rather than manning a battlefront. per-month payment. Biodyne thus capped SelectCare's NATO was set up to keep the Russians out of Western costs-and made Biodyne's own earnings dependent on W Europe and, as a real but unexpressed subtext, to keep its ability to keep patients out of the hospital and other- the Germans in check. Now the Europeans are trying to wise minimize their treatment costs. According to medi- p' figure out a way of bringing the Russians into a wider cal records, on two occasions Biodyne psychologists had Europe, without bankrupting Brussels in the process, overruled emergency room doctors who suggested that d and of building a Community both tight and large Megge be hospitalized, recommending instead that he b enough that even the new united Germany won't domi- use a drop-in therapy group, or stay in touch by phone. nate it. Megge's family says that in the two days before his death, n. Unfortunate though it may be, there isn't much place calls to his Biodyne therapist went unreturned. They are ic for NATO in all this. The Europeans know that the suing Biodyne, SelectCare, three psychologists, and a psy- ai United States, because of budget constraints and the chiatrist for $21 million, for breach of contract and gross disappearance of the Soviet threat, is going to pull most negligence. All of the defendants deny any wrongdoing. m of the GIS out of Europe. They're acting accordingly to Managed care-the free enterprise solution to medi- build, through a Franco-German nucleus, a European cal inflation touted by the private insurance industry, defense force. They don't need a briefing to see that the Bush administration, The New York Times, and con- NATO hasn't been of much help in dealing with their servative health experts-has more than a few glitches. new security problem: regional wars in the detritus of In some cases, as illustrated by the Megge affair, it can the Soviet internal and external empire. Nor is this an pinch far too tightly and tragically deny needed treat- area in which Americans are going to expend their lives, ment for which people are presumably covered. At the in honor, and sacred fortune. George Bush may have got- same time, managed care as currently practiced fails to fo ten the folks cheering for a war to liberate Kuwaiti oil, do what its proponents claim: significantly reduce med- ical inflation. but the "freedom fighters" from Chechen-Ingush in the n. deepest Caucasus will be on their own. Let Moscow, or Employer medical costs are rising at about 18 percent CH Brussels, worry about that one. annually. At this rate health care would consume 100 Deprived of a foe, of a mission, of a strategy, NATO, percent of the gross national product by the year 2050. now demoted in its ambitions to such mundane and eas- In response to this chronic inflation, insurance carriers, in ily evaded tasks as "crisis management," will nonetheless large employers, and specialty companies like Biodyne linger on for a few more such extraneous summits, have pursued a number of cost containment strategies, O demonstrating once again that the first law of every all under the general heading "managed care." These C. bureaucracy is survival. include restricting what will be reimbursed; increasing subscriber out-of-pocket payments; giving subscribers OI 20 THE NEW REPUBLIC DECEMBER 2, 1991 incentives to choose health maintenance organizations staff clinicians and a much larger network of contract (HMOS), which limit doctors and treatments, rather than therapists, often part time, who agree to follow the "Bio- "indemnity plans" (traditional forms of insurance that dyne model," which stresses limited forms of treatment. reimburse bills); organizing networks of "preferred According to Waxman, "We typically cut the hospital providers" who agree to serve subscribers at cut rates; admits in half, and cut the average length of stay from shifting to company on-site clinics; or hiring outside fifteen or twenty days to six or seven." Biodyne's other "utilization reviewers" such as Biodyne who often over- basic approach is to contract with employers, insurers, rule doctors in an effort to keep patients out of the hos- or HMOS to function as a gatekeeper to insured medical pital or limit hospital stays or promote less costly forms treatment, reviewing doctors' decisions, discouraging of treatment. Many large employers, in an effort to save hospitalizations, and limiting their duration. Biodyne's money, have become self-insured, using large insurance clients include Blue Cross/Blue Shield plans in Ari- companies such as Prudential or John Hancock simply zona, Ohio, Indiana, and Massachusetts, several to organize and manage their health plans but not to Humana HMO plans in Texas and Florida, and other bear the actuarial risk. And many insurance companies individual insurance companies. As the fastest-growing now view utilization review and managed care as their company in its field, Biodyne's revenues nearly tripled, most promising product line. from $10.7 million in 1989 to $27.7 million in 1990, and ly Some of this works well for insurer and patient alike.' are expected to double again this year to upward of $50 For example, Harvard Community Health Plan, an million. Biodyne went public last July. HMO, gently bribes healthy maternity patients to accept sixteen hours' worth of home health care visits in exchange for one night less in the hospital-cutting the B iodyne's approach has produced an outcry from the mental health profession-some of it S. health plan's costs in half and offering a sensible service deserved, some of it purely self-serving. In gen- to new mothers. A number of insurance companies and eral, Biodyne reviewers insist on visiting large corporations also provide a relatively benign ver- patients in the hospital, and a number of psychiatrists sion of managed care, though this is a very costly propo- have filed complaints alleging that unqualified Biodyne sition. Prudential, for example, manages cases individu- personnel undermined treatment. Dr. Rigoberto ally in its blue-chip policies; if a patient is entitled to Rodriquez, a child psychiatrist, was treating a depressed sixty days of hospitalization, Prudential is flexible about 12-year-old boy in the psychiatric unit of Charter Hos- converting that into more days of outpatient treatment pital in Miami. He was startled when a Biodyne case while preserving the cash value of the benefit. The reviewer talked her way into the unit, ostensibly to newer, more entrepreneurial managed-care companies review records, and attempted to persuade the patient promise the same flexibility at lower cost. and his parents that he would be better off out of the Unfortunately, the general trend seems to be in the hospital. In San Antonio, Texas, a teenage girl was hos- direction of the more aggressively entrepreneurial pitalized for an addiction to heroin. According to the brand of cost containment, which saves money not by attending psychiatrist, Dr. John Peake, the Biodyne finding the most medically appropriate means of treat- reviewer managed to get into the unit and suggested ment, but simply by limiting patient care. And if Amer- that the girl would be happier if she left the hospital. ica ever does rise up to demand universal health insur- "She became so agitated that she had to be sedated," ance, it will be not because of an outbreak of solicitude said Peake. "We barred the Biodyne reviewer from the for the uninsured, but because it dawns on the insured unit." middle class that managed care is eroding the coverage According to Waxman at Biodyne, the managed-care they think they have. industry is still maturing, and any such misunderstand- ings are to be expected in its early stage. "Our current he managed-care industry includes some 300 T philosophy is to provide a continuum of care," he says. companies. Biodyne is typical of the new-wave "The basic idea is to keep moving patients to the most n firm. It specializes in cost control of mental appropriate and most cost-effective level of care." Wax- health and substance abuse, two of the most man adds that "we don't make decisions about hospital- e inflation-prone areas of health care. Biodyne was ization without consulting a psychiatrist. It's not our job 0 founded in 1985 by Dr. Nicholas Cummings, a psychol- to talk the patient out of going into the hospital. If ogist who spent most of his career at Kaiser-Perma- that's what we said, that's wrong. Waxman says Biodyne nente, one of the nation's oldest HMOS. The current is now organizing comprehensive mental health net- it CEO, Dr. Albert Waxman, whose doctorate is in electrical works in several states-everything from crisis interven- 0 engineering, initially put up the capital to launch Bio- tion to hospitalization to day treatment to outpatient dyne and then took over as chief executive in 1989, cit- therapy and "wellness" programs. However, for the most ing concerns about marketing and quality control. part this ideal is still more a vision than a reality, and Biodyne markets a variety of managed-care products. because of the intense pressure to cut costs, managed One basic strategy is the approach offered to Select- firms that take this high road risk losing business to Care-Biodyne in effect becomes the provider of men- competitors that market mainly reduced costs. tal health care with a financial incentive to economize Ironically, this round of medical entrepreneurship, S on costs. Under this plan, Biodyne hires a small force of which is selling cost containment, stems partly from the DECEMBER 2, 1991 THE NEW REPUBLIC 21 trend of for-profit psychiatry that flourished in the patients, leaving traditional indemnity policies and 1980s. Because insurance policies were typically gener- Medicare with older, sicker patients. High-quality emer- ous with hospital benefits and stingy with other forms of gency rooms and trauma centers are being over- treatment, private psychiatric hospitals proliferated in whelmed by the high percentage of indigent care they the 1980s, and the less scrupulous ones aimed to maxi- provide. You need a universal payment policy to avoid mize hospital stays. "It's a bit like the S&L scandal," says cost-shifting, and a national approach to reviewing new one psychiatrist. "The sharks spoiled it for everybody. technology to make sure it adds value." Now the crackdown is hitting even the people who need treatment-the deserving cases-just like the credit bviously a universal system would also have to crunch is hurting legitimate businesses." The law is very murky on who is ultimately responsi- O manage care. Every universal system does pre- cisely that. But only in a system comprehensive ble when a bad decision by a reviewer harms a patient. enough to ensure the most appropriate treat- Insurance policies provide coverage of treatment that is ment option at the least possible cost is genuine man- deemed "medically necessary." Before the cost contain- aged care-rather than cost shifting and case dump- ment era, that judgment was left to the doctor. But now ing-realizable. the insurance industry and its managed-care allies Unfortunately, benign, paternalistic companies with argue that if an insurance reviewer makes a misjudg- long-term commitments to their employees are a van- ment, it is up to the doctor and the hospital to appeal it, ishing breed. Although it is possible to construct what and even to hospitalize the patient at their own expense amounts to social medicine in one company, few com- if they think it medically essential. "If the physician panies seem willing to bear the expense; most are more thinks the patient should be put in the hospital, he has interested in shedding costs. And, as Taylor observes, the ultimate call," says Waxman. "While some individual companies have excellent, com- Although insurance companies are heavily regulated, prehensive managed health care systems that get the due to quirks in the law, managed-care companies such rate of inflation down to about 10 percent, one as Biodyne are largely unregulated. In response, several employer just can't control all the underlying factors as states have enacted such minimal consumer safeguards an individual employer." as requiring the use of qualified medical personnel and Any system of medical care necessarily entails some a clear procedure for appeals. And the managed-care form of rationing; our system also cries out for some industry, meanwhile, is attempting to pre-empt govern- rationalizing. The best alternative is one that internal- ment regulation by policing itself. Last spring the izes the hard choices to clinic and hospital, rather than American Managed Care and Review Association set up using an external, for-profit reviewer. That describes a a group called the Utilization Review Accreditation well-run HMO; it also describes most universal health sys- Commission (URAC), to set minimal standards and drive tems, in which hospitals are given overall annual out sleazy operators. To date, about 170 managed-care ("global") budgets, populations to serve, and then are companies have applied for URAC accreditation. told to go out and deliver the best possible medicine within those constraints. These systems reap cost savings ut even if the managed-care industry does clean B by driving out the inefficiency, not by driving out the up its act, it is doubtful whether this approach, care. Yet as generous companies keep being squeezed grafted onto a patchwork system, can cure med- by competitive pressures, the trend is for the bad brand ical inflation other than by reducing care. Dr. of managed care to drive out the good. Roger Taylor, the physician and health policy consul- The New York Times thinks "managed competition" is tant who organized URAC, admits that managed care by the answer to America's health problems. In a series of itself can reduce medical inflation by only a few per- editorials, most recently on October 29, the Times hails centage points-in part because of the pressure to corporations and insurers with the market power to replace hospital benefits with other benefits. The ratchet down costs, and paints a rosy picture of man- underlying forces driving inflation in health care, aged competition leading to greater consumer choice. according to Taylor and other experts, are the shifting But the Times fails to acknowledge that the competition of costs from the uninsured parts of the system to its occurs at the level of companies like Biodyne compet- insured parts; the largely unregulated use of ever more ing with one another by promising to save insurance expensive technology; the demographics of an older carriers and corporations money-not at the level of and sicker population; the fact that the present system the individual shopping around for the best policy. Too largely rewards medical providers in proportion to how often the consumer is locked in to his present plan by much they can bill; and the fact that the overall system worries about a pre-existing medical condition, or by has numerous missing links. Managed care, by itself, the fact that blue-chip policies are beyond his pocket- can't make up for those gaps until the overall system book, or because he's stuck with whatever deal his insures everybody. As a result, the system often treats employer made. Lawrence Megge, for one, did not reap patients in the most expensive venues-emergency any benefits from managed competition. All health sys- rooms and psychiatric hospitals-because nobody is tems will involve some form of case management. It willing to pay for less expensive settings. As Taylor remains to be seen whether our approach will squeeze observes, "HMOS tend to attract younger, healthier out costs, or just squeeze out care. 22 THE NEW REPUBLIC DECEMBER 2, 1991 Health & Welfare Practice Legal & Research Ed Davey & Henry Saveth July 15, 1991 EMPLOYER-SPONSORED HEALTH COVERAGE FOR THE 1990s: PLAY OR PAY? 1. Summary A key group of Senate Democrats has introduced a bill that would impose a "play or pay" health benefit program on employers. Employers would have to either "play," by giving employees a minimum level of health benefits, or "pay," by contributing to a government-sponsored insurance plan. People not covered by an employer plan, including the unemployed, would participate in a public plan called AmeriCare. The legislation also includes a comprehensive program intended to control health care costs. Since most larger companies already provide benefits equal to the proposal's mandated minimum (except, possibly, preventive benefits), the required benefits may not be a problem for them. Of greater concern is whether the public plan would create a larger than anticipated deficit and whether new health benefit taxes would be used to finance such a shortfall. Finally, whether the initiative's ambitious cost containment provisions would work is questionable. 2. Political Outlook The proposal certainly puts universal health coverage into play. However, many think the old adage, "When all is said and done in Washington, much is said, but little is done," applies to this proposal. Indeed, although the measure's sponsors deny it, some cynics feel that the initiative is designed not to pass this year, but to inject the health care issue into the 1992 presidential campaign. A key difficulty with the measure is that first-year operation would cause an estimated $6 billion revenue loss. And under last year's pay-as-you- go budget agreement, passage couldn't occur without accompanying revenue gains or spending cuts. A logical revenue target would be a limit on tax-free employer-paid medical premium, but both labor and management would strongly object to this approach. Republicans point out that the bill resembles the Pepper Commission Report, which not even all Democrats endorsed. Some also say the bill is a mere political ploy designed to provoke the President's veto, which would be used to claim he is against health. The White House has responded to the initiative with what has been called a blank stare. For their part, the various constituencies of the health care community have greeted the proposal with polite but unenthusiastic applause. Congress, having only recently suffered a case of political indigestion as a result of Medicare Catastrophic and Section 89, may prefer to nibble around the edges of this Big Mac of an issue, rather than try to swallow it whole. 3. Playing The legislation covers employers subject to the minimum wage provisions of the Fair Labor Standards Act of 1938. State and local governments are specifically included. For employers who "play," rather than pay the "tax" described below, the bill sets out a fairly standard medical benefit structure that would have to be provided for employees. A variety of special rules (not included in this release) would apply to employers with fewer than 100 employees. Eligibility Employees who work at least one hour a week (and their families) must be eligible after a waiting period of no more than 30 days. During the waiting period the employee can purchase coverage by paying the combined employer and employee premium. Benefits: Mandatory "basic plan" provisions These expenses for "basic benefits" would have to be covered: Inpatient/outpatient hospital care and physician charges, diagnostic tests, prenatal and well baby care (under 12 months old), certain preventive services (well child care, Pap smears, and mammograms), and mental illness benefits. Inpatient care for mental illness could be limited to 45 days annually, outpatient care to 20 visits annually; the employee copayment share for outpatient care could be as high as 50 percent. Cost Sharing The following "standard" cost sharing items are suggested, but they could be varied under an actuarial equivalence rule described on page 3. Deductible In general, annual deductibles would be capped at $250 for individuals and $500 for families. Both amounts would be indexed yearly for consumer price increases. As an alternative, other deductible structures that don't exceed 1 percent of wages (2 percent for family coverage) could be used. Copayments and Out-of-Pocket Limit For the basic benefits, the employee's copayment share couldn't exceed 20 percent. The copayment and deductibles would be subject to an out-of-pocket limit of $3,000. As an alternative, an annual 10 percent of pay out-of-pocket limit would be permitted. While the $3,000 limit would be indexed for inflation, it would be the same amount for individual or family coverage. Special rules would apply to mental illness (previously specified), out-of-plan services under plans with preferred providers, and for utilization review penalties. Employee Contributions Employee contributions couldn't exceed 20 percent of total premium. (Employers would pay at least 80 percent.) A special discounted premium rate would have to be figured when dependent spouses have other primary coverage. An employer could withhold employee contributions from wages. Any state laws that might prevent this without employee consent would be preempted. Special prorated contribution rates would apply to employees who work fewer than 25 hours a week. Managed Care Managed care programs and fee schedules that provide reasonable access to benefits generally wouldn't be considered as violating the minimum benefit requirements of the basic plan. Alternative Plan Designs: Actuarial Equivalence Employers would have to offer all of the basic benefits. Some flexibility could be available, however, in setting employee contributions, deductibles, coinsurance, and out-of-pocket limits. If the actuarial value of a particular plan's benefits were greater than that of a plan with the standard cost-sharing provisions, the cost-sharing provisions could be varied. Thus, a plan with a lower deductible could have a higher out-of-pocket limit. Also, a plan providing extra, non-mandated benefits could ask employees to pay a larger share of the premium or a higher deductible. But the plan would have to retain some out-of-pocket limit, couldn't lengthen the prescribed eligibility waiting period and, as indicated, would have to include the prescribed basic covered services. For mental illness a "reasonable combination" of both inpatient and outpatient charges would have to be covered in an amount actuarially equivalent to the "standard" mental health benefit. Employers who don't like the standard cost-sharing design could use the actuarial equivalence provision instead. These employers could use their current plan's additional optional benefits (presumably including dental and prescription drugs) as justification for designing their own, nonstandard cost-sharing features. The legislation would establish an actuarial equivalence advisory board (no pay but they would get bus fare) to develop guidelines. Exclusions The legislation would permit plans to exclude: items and services that aren't medically necessary, routine physical examinations and preventive care not specifically required as basic benefits, and experimental treatments. Basic benefits couldn't otherwise be limited in amount, scope, or duration (that is, no "inside" or "outside" limits). However, regulations would allow some limits on preventive services on the basic benefits list. Preexisting condition limitations wouldn't be allowed. Benefits Mandated by State Law The bill would amend ERISA to preempt state laws mandating benefits for insured plans that meet the proposal's requirements. Self-insured plans would continue with existing ERISA preemption rules. Subsidies for Lower-Income People The public plan, described below, would subsidize premiums and cost-sharing amounts lower-income people would otherwise be responsible for. 4. Paying: The Public Plan Instead of providing employee coverage themselves, employers could elect to contribute to a state-administered public plan covering their employees. The contribution would be about 5 - 8 percent of payroll, with 7 percent viewed as most likely. Employees would contribute 20 percent of the actuarial value of coverage. Lower-income people (earning under $27,000 for a family of four) would be subsidized by the public plan. Public plan benefits would be essentially the same as the basic private plan's. Because medical benefit cost is related more closely to demographics other than salary (for example, age), employers with a high concentration of low-paid employees may find it more economical to pay into the public plan than to provide their own coverage. This would be particularly true if the workforce were both older and lower paid. In addition to covering people for whom employers contribute, the public plan would cover the unemployed and would replace Medicaid (except for long-term care benefits). A major concern about the public plan is whether the employer contribution could stay within the predicted 5 - 8 percent range. The employer contribution looks an awful lot like a payroll tax. Under the constitution only Congress can authorize taxes. However, this bill would delegate authority to raise the contribution tax to the Secretary of Health and Human Services. Some fear that antiselection and other factors would result in poor experience in the public plan and sharply escalating employer contributions, which HHS could quickly increase without Congressional approval. A more general concern, one observer noted, is that any government insurance plan (whether state, federal, or combined) would be administered with the efficiency of the Post Office, the cost-effectiveness of the Pentagon, and the compassion of the IRS. 5. Cost Containment A special concern of the legislation's sponsors is cost containment. They hope that one result of the bill's universal coverage provisions would be to reduce the high fees that providers charge people who can pay, to make up for "uncompensated care" (expenses incurred by people who can't pay). A major portion of the legislation (110 pages) is devoted to specific initiatives designed to contain costs. The bill takes a three-pronged approach by attempting to regulate unnecessary care, administrative costs, and price and utilization. Reducing Unnecessary or Ineffective Care The government would develop provider practice guidelines, and government programs would be required to follow them in utilization review activities. Providers who are certified by state agencies as "practicing efficient, quality care" would be exempt from insurer utilization review. Technology assessment and managed care also would be encouraged. State barriers to managed care would be preempted. Small business and the public plan would be guaranteed access to managed care techniques. Eliminating Unnecessary Administrative Costs The legislation's sponsors feel that mandated standardized claim forms would be easier for doctors and other providers to complete, and therefore would reduce costs. Additional administrative savings are projected from the elimination of medical underwriting (evaluation of insurance applicants' health) and more stable coverage (avoiding plan installation and termination costs) in the small business market. Small insurance companies would be required to combine into consortia for claims processing to achieve economies of scale, facilitate electronic processing, and reduce the number of different insurers health care providers must deal with. It appears that the consortia boards of directors would be made up of insurers, providers, and consumers appointed under state guidelines. Price and Volume Controls An independent agency (to be called the Federal Health Expenditure Board and intended to have the stature and independence of the Federal Reserve Board) would be established to set national and local health expenditure goals, in total and by health care industry sector. The Board would convene providers and purchasers to conduct negotiations on rates and other methods of achieving expenditure goals. Negotiators could recommend adjustments of the goals. The Board would publish recommended rates and other measures to achieve the goals for purchaser and provider use. Recommended rates and other measures would be binding (i.e., enforceable by civil penalties on providers) if negotiations were successful, but apparently could be overridden by the state- level consortia of insurance companies, which could use other methods to achieve the Board's goals. The Board also would release data to help consumers evaluate provider quality and efficiency. Experimental programs for reducing abuse of the medical malpractice system and research for general cost control would be established. 6. Implications Much of the employer community has accepted, at least in theory, the concept of "play or pay." They understand that a failure to provide coverage for the approximately 35 million (mostly employed) uninsured people within the current system will spark demands for a government takeover of the private health insurance industry. But since most large companies already provide at least the minimum mandated benefits required under the proposal, the new law would have very little effect on them. The government's attempts to contain costs systemwide is sure to stir wider concern, however. The problem of the uninsured is caused primarily by the high cost of health care. If the government's cost containment program isn't effective, the larger issue of skyrocketing costs will remain unresolved. And the prognosis for this program is iffy at best. Under the bill, the government would develop practice guidelines, partially effective in 1992, for clinical conditions that "have a significant variation in the frequency or type of treatment provided." This is a worthy goal since it is intended to promote consistency and quality in medical standards. However, the field of practice guidelines is still very much in its infancy and it is hard to see how they can significantly reduce the cost of thousands of different clinical treatments in the near future. The proposal also would empower state agencies to certify some providers as "practicing efficient, quality care," exempting them from utilization review activities. Again, this is a worthy goal, but the standards necessary to measure efficiency and quality are today quite fuzzy. Finally, the proposal would establish an independent agency to set national and local health expenditure goals and negotiate with providers and payors on the methods necessary to achieve these. This would represent a significant expansion of federal regulatory powers in setting payment rates, which to date has largely been left to the states. In fact, the federal government would be wise to study further the systems a few states have designed to achieve these exact goals -- with mixed results at best. In sum, the Democratic proposal would solve the problem of the uninsured --though at what long-term cost we don't know. Although the cost containment goals are admirable, the efficiency and quality standards on which they are based are essentially undeveloped at this point. In addition, regulating payment rates as a means of controlling costs has a dubious track record at best. 7. Conclusion The 350-page bill is an ambitious attempt to address one of the most difficult issues of the 1990s. Some feel the bill's magnitude would require a national debate, perhaps in the context of a Presidential campaign, before Congress could act. Others say the nation's health care needs shouldn't depend on election dates. It has even been suggested that given the divergence of opinion and political nature of the controversy, we could wind up with an exhaustive debate on an initiative that dies with a presidential veto. As one politician noted, the problem is largely defined by the fact that the vast majority of Americans wants a high quality, widely available health system, but an even larger majority doesn't want to pay for it. amc.617 s791b June 5, 1991 CONGRESSIONAL RECORD - SENATE 7175 fuel assistance, library hours, fire pro- This legislation is the culn ation tection services, and other programs at of advances in medical treatment and nearly 2 years of work by the Senate the same time that they must spend technology, our health outcomes com- thousands and sometimes millions of working group on the uninsured, and pare poorly with many other industri- dollars to address problems associated reflects input from a wide range of in- alized tions. When the United with drinking water contamination terest groups including health-care States compared with Canada in and sewage treatment. providers, insurers, consumer groups, health status, the Canadians fare the States, and many others. I wish there was a way we could help better in ] r infant mortality rates, all communities facing these problems, Access to affordable, quality health lower mate al mortality rates, lower care should be a right for all Ameri- not just those under 5,000 in popula- mortality rates for low-risk and moder- tion. However, I certainly und rstand cans, not merely a luxury for those the need to establish a reasonable who have the economic means to pur- ate-risk surgery, and higher life ex- chase health insurance. As many as 37 pectancy for h men and women. cutoff point at-this time in order to set It is not million Americans have no health care gh that we find a way up a workable program, and in Maine to add those coverage, and millions more have in- 10 are uninsured to the this standard will cover about 90 per- surance coverage which is inadequate existing health care system. We must cent of Maine's communities. I will to protect them against the costs of se- make fundamental reform in that continue to work on solutions to the rious illness. system including effective cost con- financial burdens faced by Maine's larger communities in the hope of de- Furthermore, the rising cost of tainment efforts and insurance market health insurance threatens coverage reform. vising a reasonable approach to com- pliance with Federal environmental for all who are currently insured. The I believe we must build upon the ex- Department of Labor estimates that isting public-private health care laws. nearly 1 million Americans lose their system which asks employers to share I believe Maine's small communities and their residents will benefit signifi- health insurance coverage each year, the responsibility of providing access cantly from the provisions of the often because their employers drop to health care for their employees and coverage because of the rising costs of their dependents. STEP Act. A priority sysem needs to premiums, or because insurers refuse Currently that burden is not shared be established so that the most impor- to cover persons with preexisting con- equitably by all employers. While it is tant work is accomplished first. Towns ditions. often difficult for small businesses to will still have to comply with the laws The problem of the uninsured is not provide health coverage to their em- that have been enacted to address seri- principally a problem of the poor; the ployees and their dependents, most al- ous water, sewer, toxic waste, and Office of Management and Budget es- ready do so. Health insurance cover- other problems. However, ratepayers- timates that 70 percent of the unin- age is offered by 80 percent of busi- especially the elderly and poor-will sured are above the poverty level. nesses with 25 or fewer employees; not be too heavily burdened with in- Nor is the lack of health insurance coverage is offered in 46 percent of creased costs under this legislation. A coverage principally a problem if the businesses with 10 or fewer employees. more reasonable and gradual approach unemployed-two-thirds of the unin- Unfortunately it has become more to compliance will relieve these citi- sured are working persons or their de- difficult and more expensive for small zens from the burden of immediate pendents whose jobs do not provide business to insure their employees. If rate increases of 50 percent, 100 per- what was once considered a routine we are going to expect small business cent, and more. benefit-health insurance. to provide health coverage to their Senators JEFFORDS and CONRAD are One-third of the uninsured are chil- employees, we must make it more af- to be commended for their initiative dren-one of four children in the fordable do so. on this issue. I am joining them in United States has no health insurance. their effort because I believe small The legislation we are introducing If we ignore the health care of our towns need some real assistance in today will require all employers to children now, it will cost us more to dealing with the many requierments either provide private health insur- deal with the effects later. they face now and will continue to ance to their employees or contribute The underlying crisis in our Nation's face in the future. This legislation is a to a public program which will provide health care system is the rapidly starting point for discussion on this coverage. This "play or pay" model rising cost which is eroding the very issue, and we welcome all comments in will be phased-in over a 5 year period foundation of the system for all Amer- an effort to provide the best solution in an effort to give small employers an icans, regardless of income. to this difficult problem. opportunity to adjust to the new re- Clearly, the tremendous amount of I hope this legislation will receive quirement. money our Nation is spending on the attention it deserves in the Senate, Businesses with employees between health care is not buying quality and I commend it to my colleagues for 25 to 100 will be required to play or health care for all Americans. We their consideration. pay after 4 years of the bill's enact- must find a way to bring health care ment if fewer than 75 percent of em- By Mr. MITCHELL (for himself, costs under control or we risk adding ployees in small businesses not previ- Mr. KENNEDY, Mr. RIEGLE, and millions more to the rolls of the unin- ously insured are not covered. This re- Mr. ROCKEFELLER): sured, and ultimately face a total col- quirement also applies to firms with S. 1227. A bill to amend the Public lapse of the health care system. fewer than 25 employees after 5 years. Health Service Act, the Social Securi- In 1990, the United States spent The legislation also includes a ty Act, and the Internal Revenue Code $671 billion on health care, approxi- number of provisions which are in- of 1986 to provide affordable health mately 12.2 percent of gross national tended to provide financial assistance care of all Americans, to reduce health product, up from 11.6 percent-$604 to small businesses in the form of tax care costs, and for other purposes; by billion-in 1989. Real per capita health credits to help them adjust to the new unanimous consent ordered held at expenditures have not only risen dra- requirements. the desk until the close of business on matically in the United States, they Small businesses with fewer than 60 June 7, 1991. have also far exceeded the per capita employees would be provided with a expenditures of all other industrial- HEALTHAMERICA: AFFORDABLE HEALTH CARE FOR 25-percent credit on the first $3,000 of ized nations. ALL AMERICANS ACT health insurance expenses for each Mr. MITCHELL Mr. President, The United States per capita spend- full-time employee with an income today I join with a number of my col- ing on health is approximately one- under $20,000, except for high-profit leagues to introduce comprehensive third higher than Canada's, double firms. The 25-percent tax credit would legislation to reform the Nation's the spending of Japan and the former be in addition to the deduction cur- health care system to assure access to West Germany, and three times the rently available for the cost of such in- affordable health care for all Ameri- amount spent in the United Kingdom. surance. cans. Yet, in spite of the amount of GNP The bill also increases the tax deduc- spent on health care and our Nation's tion for self-employed firms from 25 to 7176 CONGRESSIONAL RECORD - SENATE June 5, 1991 100 percent for the cost of health in- the State level. Because we are con- for. We must assure that each dollar surance. New businesses will be given a cerned about the financial burdens spent gives us its best return. I believe grace period of 2 years with no play or faced by many States, our proposal in- that we can get more value for the pay requirement. In the third year, cludes an enhanced Federal match for over $600 billion we spend each year new businesses will pay-one-half of the AmeriCare, to be phased-out after 5 on health care. payroll contribution. years. It is estimated that between 10 to 30 Small businesses that have not pre- While this legislation is primarily in- percent of treatment for illnesses pro- viously provided coverage will be al- tended to assure access to health care vided by physicians is either unneces- lowed to use Medicare reimbursement for all Americans by assuring each sary or ineffective. rules for the first 5 years. Medicare person a means of payment for care, We believe that the outcomes re- rules will result in lower costs to busi- we are aware some persons with search initiatives being conducted nesses purchasing private insurance health insurance coverage may not through the Agency for Health Care for their employees. have access to a delivery system, par- Policy and Research, will improve the In addition, this legislation includes ticularly in rural or urban underserved quality of care while reducing or elimi- a provision to reform the small group areas. nating unnecessary or ineffective insurance market. This reform is criti- In an effort to respond to this prob- treatments. Therefore, C legislation cal to small businesses who currently lem, we have included a provision to includes an expanded e; ,rt for out- cannot afford insurance or whose em- expand the Community Health Cen- comes research and the development ployees are excluded from coverage be- ters system throughout the United of practice guidelines. cause of preexisting conditions. States, which includes both rural and Similarly, we must evaluate new and The insurance market reform provi- urban centers. While this expansion sions will provide for the continued existing technology in the same way if does not fully address the problems regulation of health insurance by we are going to control the rapidly es- with the current health-care delivery States within new, Federal standards. calating costs of MRI's, CT Scans, and system, it is an attempt to recognize The Federal standards are designed to the problem and begin to improve other revolutionary technologies in medicine. remove barriers to access to group access to health-care providers for per- health insurance, promote equity in sons in medically underserved areas. Our bill includes an expanded effort insurance premiums, and improve the If this legislation is to accomplish in technology assessment through the affordability of coverage for small em- our goal of providing quality, afford- Office of Technology Assessment and ployers. able health care for all Americans it with Federal grants to private entities While this legislation places signifi- must have as its underlying founda- to encourage research in the private cant responsibility on employers to tion meaningful cost containment. sector. The information gathered expand access to health insurance The cost containment provisions in- through the improved technology as- through the workplace, it recognizes cluded in this bill are intended to put sessment would be taken into consider- that the Federal and State govern- in place a structure which will result ation by both public and private ments must share the burden in re- in significant reductions in the rate of payers in setting reimbursement for forming the health care system and increases throughout the system. technology and making decisions assuring access to care for all of our Over the last decade a variety of cost about coverage. citizens. Even under the best case sce- containment strategies have been at- The legislation also includes man- nario, not all Americans will have tempted by both the government and aged care initiatives in both the pri- access to employer-based health insur- private sectors. These strategies have vate sector and in AmeriCare. ance. had mixed results, but overall there While there are different estimates Therefore, our legislation also re- appears to have been little impact on as to the extent of the problem-we forms and expands the existing public the growth in total health spending. are convinced that the administrative program. A new public program called In the development of this legisla- costs of the existing private health AmeriCare, will replace the existing tion, we have evaluated these cost con- care industry are excessive. We believe Medicaid Program for all services tainment strategies and have sought that cost savings can and must be except long-term care. All persons who additional ones. It is important that achieved in this area and have there- are not eligible for employer-based we look at the entire health care fore, included a provision to require health insurance will be eligible to re- system-at both the price and volume the Secretary of Health and Human ceive health benefits through Ameri- of services. In the past, controlling Resources to collect, analyze and dis- Care. costs in one segment of the health- seminate data and move toward uni- AmeriCare is a dramatically new care market has often meant cost form billing and electronic claims public program. Federal standards will shifting to other payers. processing. be set for eligibility, benefits, and re- Our legislation includes the estab- Our Nation's health care system is imbursement. Traditional categorical lishment of a National Health Care on the critical list. If we do not work eligibility and income requirements Expenditure Board, designed as an in- together in good faith to control the for eligibility under Medicaid will be dependent agency which establishes soaring costs of care and to provide eliminated under AmeriCare. voluntary annual goals for national access to care for millions of Ameri- Benefits under AmeriCare will be health care expenditure totals and cans now uncovered, we will all fall identical to those provided in the em- convenes negotiations between pur- victim to the collapse of the system. ployer-based basic benefit package. chasers and providers of care. Reforming the health care system Persons with incomes below 100 per- Working in conjunction with the Na- will be difficult. While most believe cent of poverty will have their out-of- tional Health Care Expenditure there is a serious problem, few can pocket costs completely subsidized by Board, each State will be required to agree on the solution. A perfect solu- the Federal Government. Persons with establish a State consortium, which tion does not exist. Some argue that incomes between 100 to 200 percent must enroll insurers with a small the United States should adopt a Ca- will have out-of-pocket costs subsi- share of the market for the purpose of nadian model. Others argue that tax dized on a sliding scale. reducing administrative costs. State incentives to businesses with no re- Most importantly, provider reim- consortia may add optional functions quirement to provide coverage is the bursement rates will be set using Med- including negotiating rates for provid- answer. icare rules. This improvement in reim- ers and allocation of capital, among The legislation we are introducing bursement will eliminate the problem other functions; within the overall today represents a compromise be- of access to providers currently faced annual goal set by the National tween those two views, keeping in by Medicaid beneficiaries. Health Care Expenditure Board. mind our own traditions and values as We propose that AmeriCare be joint- In our effort to contain health-care Americans. A new health care system ly financed by the Federal and State costs, we must have better information for our Nation must be developed governments with administration at about what we as a nation want to pay based on our own needs, history and June 5, 1991 CONGRESSIONAL RECORD - SENATE 7177 traditions. Every nation with compre- Subtitle E-Additional Assistance to Small "TITLE XXVII-BASIC HEALTH BENEFITS hensive health care for all of its citi- and Medium-Sized Businesses FOR EMPLOYEES AND THEIR FAMILIES zens has developed a system over time Sec. 351. Opportunity to buy coverage at which is unique to that nation. These "PART A-REQUIREMENTS OF HEALTH medicare rates. BENEFITS systems have evolved as our system Sec. 352. Special provisions for new small must evolve. businesses. "SEC. 2701. HEALTH BENEFITS. I believe the time to act is now. Sec. 353. Small and medium-sized business "(a) REQUIREMENT.- Health care reform is critical if we are advisory committee. "(1) IN GENERAL.-Except as provided in going to assure that all Americans are part B, each employer shall- TITLE IV-REDUCING HEALTH CARE ready for the challenges of the 21st "(A) enroll each of its employees (other COST INFLATION than part-time employees) and their fami- century. Children must be healthy and Subtitle A-Outcomes Research and Prac- lies in a health benefit plan in accordance alert in order to learn. As our citizens tice Guideline Development and Dissemi- with part B; or live longer we that their nation "(B) make a contribution under title V of health is good and their lives are pro- Sec. 401. Initial guidelines and standards. the HealthAmerica Act, for the coverage for ductive. Sec. 402. Amendments to the Social Securi- such employees and their families under the I look forward to working with my ty Act. public health insurance plan established colleagues in the Congress to enact under title XXI of the Social Security Act. meaningful health care reform in this Subtitle B-Federal Health Expenditure "(2) PART-TIME EMPLOYEES.-In meeting Board Congress. I challenge the Bush admin- the requirements of paragraph (1) with re- istration to work with the Congress to Sec. 411. Federal Health Expenditure spect to part-time employees, an employer Board. may, except as provided in part B- accomplish this goal which is vital for the future of our nation. Subtitle C-State Purchasing Consortia "(A) enroll all of its part-time employees and their families as required under para- I ask unanimous consent that a sum- Sec. 421. State purchasing consortia. graph (1)(A); or mary of the bill, and the text of the Subtitle D-Cost Control Grant Program "(B) make a contribution to the public bill be printed in the RECORD. Sec. 431. Cost Control Grant Program. health insurance plan referred to in para- There being no objection, the mate- graph (1)(B) on behalf of all such employ- rial was ordered to be printed in the Subtitle E-Malpractice Reform ees. RECORD, as follows: Sec. 441. Malpractice reform. "(3) LIMITATION.-An employer providing Sec. 442. Study of medical malpractice. health insurance coverage for pregnancy-re- S. 1227 lated services and for services for children Be it enacted by the Senate and House of Subtitle F-Reducing the Administrative in the 1-year period prior to the date of en- Representatives of the United States of Cost of Assuring Appropriate Utilization actment of this section may not terminate America in Congress assembled, of Health Care Services and Improving coverage for such services or reduce the fi- SECTION 1. SHORT TITLE; TABLE OF CONTENTS. the Quality of Health Care Services nancial contribution provided for the cost of (a) SHORT TITLE.-This Act may be cited Sec. 451. Establishment of a quality im- coverage for such services prior to the time as the "HealthAmerica: Affordable Health provement board. such employer is required to provide or con- Care for All Americans Act". Subtitle G-Use of Practice Guidelines in tribute to coverage under paragraph (1). (b) REFERENCE TO AcT.-Hereafter this Act Federal Health Insurance and Service "(b) COORDINATION WITH PUBLIC HEALTH may be referred to as the "HealthAmerica Programs INSURANCE PLAN.-An employer making a Act". contribution for coverage under the public (c) TABLE OF CONTENTS.-The table of con- Sec. 461. Use of practice guidelines in Fed- health insurance plan as provided for in tents of this Act is as follows: eral health insurance and serv- subsection (a)(1)(B) shall follow such proce- ice programs. dures as the Secretary may prescribe to fa- Sec. 1. Short title; table of contents. Subtitle H-National Standards for the cilitate the enrollment of its employees in Promotion of Managed Care such public health insurance plan. Such TITLE I-AMENDMENTS TO PUBLIC HEALTH SERVICE ACT Sec. 471. National standards for the promo- procedures shall include- "(1) the distribution of enrollment forms Sec. 101. Basic health benefits for employ- tion of managed care. and information to employees; ees and their families. Subtitle I-Expansion of Technology "(2) notifying in writing each employee of Sec. 102. Obligation to secure health insur- Assessment the availability of premium and cost-sharing ance. Sec. 481. Expansion of technology assess- subsidies for low-income families; TITLE U-REQUIREMENTS FOR ment. "(3) notifying the State in which an em- HEALTH BENEFIT PLANS TITLE V-CONTRIBUTION TO PUBLIC ployee resides concerning the identity of an Sec. 201. Requirements for health benefit employee on behalf of whom a contribution PLAN BY EMPLOYERS NOT PROVID- plans. ING HEALTH COVERAGE is being made; "(4) submitting enrollment forms and in- TITLE III-SPECIAL ASSISTANCE FOR Sec. 501. Contribution by employers not formation to the State agency administering SMALL AND MEDIUM-SIZED BUSINESS providing required private the public health insurance plan established Sec. 301. Preemption of State mandated health benefit plans. under title XXI of the Social Security Act benefit laws. TITLE VI-ASSURING PROVISION OF on behalf of the employee and the employ- Subtitle A-Reform of Small Group HEALTH BENEFITS TO ALL AMERI- ee's family, if required by the State in Insurance CANS which the employee resides; Sec. 311. Group health insurance stand- Sec. 601. Establishment of AmeriCare. "(5) withholding, in the form of payroll deductions, an employee's share of the ards. TITLE VII-DEVELOPMENT OF HEALTH public health insurance plan premium and Subtitle B-Tax Equity for Small and SERVICE CAPACITY submitting such withholding to the adminis- Medium-Sized Businesses Sec. 701. Grants for expansion of availabil- tering State agency on behalf of the em- Sec. 321. Deductible health coverage provi- ity of primary care services. ployee, if required by the State in which the sions. employee resides; and Sec. 322. Excise tax for violation of health TITLE VILI-EFFECTIVE DATE "(6) notifying the appropriate administer- benefit plan requirements. Sec. 801. Effective date. ing State agency of the public health insur- Subtitle C-Opportunity for Voluntary Sec. 802. Policy respecting additional bene- ance plan when an employee ceases to be an Provision of Coverage fits. employee. Sec. 331. Medium-sized employers. TITLE I-AMENDMENTS TO PUBLIC HEALTH "(c) ENFORCEMENT.-Any employer that Sec. 332. Measurement surveys. SERVICE ACT does not comply with subsections (a) and (b) shall be subject to section 2732. Sec. 333. Small employers. SEC. 101. BASIC HEALTH BENEFITS FOR EMPLOY- "(d) DEFINITIONS.-The terms used in this Sec. 334. Failure to make surveys. EES AND THEIR FAMILIES. section shall have the meanings prescribed Subtitle D-Small Business Tax Credit (a) REQUIREMENT.-The Public Health for such terms by section 2713." Service Act is amended- Sec. 341. Allowance of a credit for small (b) CONFORMING AMENDMENTS.- (1) by redesignating title XXVII (42 and medium-sized business (1) Sections 2701 through 2714 of the U.S.C. 300cc et seq.) as title XXVIII: and group health plan expendi- Public Health Service Act (42 U.S.C. 300cc tures. (2) by inserting after title XXVI the fol- through 300cc-15) are redesignated as sec- lowing new title: tions 2801 through 2814, respectively. S 7178 CONGRESSIONAL RECORD - SENATE June 5, 1991 (2)(A) Sections 465(f) and 497 of such Act (42 U.S.C. 286(f) and 289(f)) are amended by benefit plan under this part for the spouse mines that the consulting arrangement or striking out "2701" each place that such ap- or a child of the employee but only for such contract was entered into to avoid the re- period as the employee demonstrates that pears and inserting in lieu thereof "2801". quirements of this part. (B) Section 305(i) of such Act (42 U.S.C. such spouse or child, respectively, is actual- "(F) PART-TIME EMPLOYEE.-The term 242c(i)) is amended by striking out "2711" ly covered under & health benefit plan. 'part-time employee' means, with respect to "(2) CHILD EMPLOYED.-A child who is em- each place such appears and ; serting in lieu thereof "2811". ployed (or a parent on behalf of the child) an en Bloyer, an individual who no rmally performs on a monthly basis- may waive enrollment in a health benefit SEC. 102. OBLIGATION TO SECURE HEALTH INSUR- plan provided by the employer of such child "(i) less than 17.5 hours per week; and ANCE. during any period in which the child other- "(ii) 1 hour or more per week for that em- (a) FEDERAL PROGRAMS.-Beginning with ployer. the seventh full year after the date of en- wise is covered under a health benefit plan. "(3) EMPLOYER.-- "(c) NONDISCRIMINATION BASED ON FAMILY actment of this Act, to be eligible for bene- STATUS.-An employer shall not fail or "(A) IN GENERAL.-Except as otherwise pro- fits under a Federal program, an individual refuse to hire, and shall not discharge or vided in this paragraph, the term 'employer' seeking benefits under such program shall means- otherwise discriminate against, any individ- certify to the administrator of such pro- ual because the individual has a spouse or "(i) an entity that is required to pay-the gram that such individual and the depend- child that would be required under this part individuals it employs the minimum wage ents of such individual possess health insur- to be enrolled by such employer in a health prescribed by section e of the Fair Labor ance coverage that meets the applicable benefit plan. Standards Act of 1938 (29 U.S.C. 206) (or minimum standards under this Act. "(d) WAIVER IN CASE OF MULTIPLE EMPLOY- would be required to pay such wage but for (b) INTERNAL REVENUE EXEMPTIONS.-To be eligible to claim the exemption amount to ERS.-In the case of an individual who is an the dollar volume standards prescribed in employee with respect to more than one em- section 3(s) of such Act (29 U.S.C. 203(s)) or which an individual is entitled under section ployer and who is required to enroll in a the exemptions prescribed in section 13(a) 151 of the Internal Revenue Code of 1986, health benefit plan, such employee may of such Act (29 U.S.C. 213(a)); and such individual shall certify, as part of the waive enrollment in the health benefit plan "(ii) any State or political subdivision personal income tax return filed by such in- of any such employer, but only if such em- thereof, or any agency or instrumentality dividual with the Internal Revenue Service, that such individual is covered under a ployee is, and certifies to the employer that thereof; but such term does not include the such employee is, enrolled in the health Federal Government or a subdivision there- health insurance plan that meets the appli- benefit plan of one employer. of. cable minimum standards under this Act. A "SEC. 2713. DEFINITIONS. "(B) OWNER-OPERATORS.-An owner-opera- parent shall make such certification on tor of a business shall be considered to be behalf of a dependent child. "(a) IN GENERAL-Unless otherwise specif- ically provided, as used in this title: both an employer and employee with re- TITLE II-REQUIREMENTS FOR HEALTH spect to himself or herself if the owner-op- BENEFIT PLANS "(1) CHILD.-The term 'child' means, with respect to an employee, an individual- erator has one or more other employees. SEC. 201. REQUIREMENTS FOR HEALTH BENEFIT "(A) who- "(C) SMALL AND MEDIUM-SIZED EMPLOYERS.- PLANS. "(i) is under 19 years of age; The term 'small employer' means, with re- Title XXVII of the Public Health Service "(ii) is under 23 years of age and a full- spect to a calendar year, an-employer that Act (as added by section 101) is amended by time student; or normally employs fewer than 25 employees adding at the end thereof the following new "(iii) is an unmarried, dependent child, re- during the calendar year, and the term part: 'medium-sized employer' means, with re- gardless of age, who is incapable of sélf-sup- "PART B-REQUIREMENTS FOR HEALTH port as a result of a mental or physical dis- spect to a calendar year, an employer that BENEFIT PLANS ability that existed prior to the individual normally employs 25 or more employees, "Subpart -Requirement and Definitions reaching 22 years of age; and but not more than 100 employees, during the calendar year. "SEC. 2711. REQUIREMENT TO ENROLL EMPLOYEES "(B)(i) who is the biological, adopted, or AND FAMILIES. foster child of the employee or the spouse "(D) APPLICATION OF CONTROLLED GROUP of the employee, or of the dependent child RULES.-Section 607(4) of the Employee Re- "(a) IN GENERAL-This part shall apply to employers required to enroll employees and of the employee or the spouse of the em- tirement Income Security Act of 1974 (29 ployee; U.S.C. 1167(4) shall apply in the determina- their families in health benefit plans under section 2701(a). "(ii) who is the legal ward of the employee tion under this part of whether an employer "(b) TYPES OF PLANS PERMITTED.-Except or the spouse of the employee; or is a small or medium-sized employer and the as required under chapter 2 of subtitle A. of "(iii) with respect to whom the employee number of employees an employer normally employs. title III of the HealthAmerica Act (relating or spouse of the employee, stands in loco "(E) FAI: FARMERS.- to small and medium-sized business insur- parentis during the course of an adoption ance), an employer may meet the require- application. "(i) PRICE SUPPORT GREATER THAN 70 PER- CENT OF PARITY.-The term 'employer' shall ments of this part by means of enrollment "(2) EMPLOYEE.- not include the owner or operator of a in any health benefit plan. "(A) IN GENERAL-Except as otherwise pro- "(c) EXCEPTION FOR EMPLOYERS vided in this paragraph, the term 'employee' family farm unless the level of agricultural prices, or the minimum level of agricultural HAWAII.-Employers that have employees IN in means, with respect to an employer, an indi- vidual who normally performs at least 1 price support provided by the Secretary of the State of Hawaii shall be exempt from the requirements of this part with respect hour of service per week for that employer. Agriculture for loans and purchases, for the to such employees, for so long as the Hawaii "(B) HANDICAPPED WORKERS.-The term major commodity produced on the farm is Prepaid Health Care Act (Hawaii Rev. Stat. 'employee' does not include an individual equal to or greater than 70 percent of the described in section 14(c) of the Fair Labor parity price of the commodity as maintained Chapter 393) remains in effect. This subsec- Standards Act of 1938 (29 U.S.C. 214(c)). by the Secretary during the preceding 2 tion shall not apply if the proportion of the crop years. population with health care coverage pro- "(C) CERTAIN EMPLOYEES.-The term 'em- "(ii) PRICE SUPPORT LESS THAN 70 PERCENT vided under such Act that is at least actuari- ployee' means, with respect to an employer ally equivalent to the coverage required described in section 3(37) of the Employee OF PARITY.-Owners and operators of a under this title is, or becomes, less than that Retirement Income Security Act of 1974 (29 family farm who do not receive minimum required to be provided in other States U.S.C. 1002(37)), an individual who per- agricultural price support through loans forms- and purchases that is equal to or greater under this title or the HealthAmerica Act. "(i) 17.5 hours or more of service per week than 70 percent of parity for the major com- "SEC. 3712. COVERAGE OF EMPLOYEES AND for the employer; or modity produced on the farm from the Sec- FAMILY MEMBERS. "(a) REQUIREMENT.-Except as permitted "(ii) an equivalent amount of service retary of Agriculture for the preceding crop 2723(c)- under subsections (b) and (d) and section during a 1-, 3-, or 6-month period for the year shall be included within the definition of the term 'employer' only if, based on a employer. as determined under regulations issued by the Secretary. national referendum conducted by the Sec- "(1) the enrollment of an employee in a "(D) LESS-THAN-FULL-TIME EMPLOYEE DE- retary of Agriculture, a majority of the health benefit plan under this part shall in- FINED.-The term 'less-than-full-time em- owners and operators vote in favor of man- clude the enrollment of the family of such ployee' means, with respect to an employer, datory participation in the small business employee in the plan; and an employee who normally performs on a insurance program provided by part C and "(2) the enrollment of an employee or the the HealthAmerica Act. family of an employee in a health benefit monthly basis less than 25 hours of service "(iii) No COVERED EMPLOYEES.-Owners and plan may not be waived by the employee. per week but more than 17.5 hours per week "(b) EXCEPTIONS To AVOID DUPLICATE for that employer. operators of family farms with no employ- FAMILY COVERAGE.- "(E) CONSULTANTS AND CONTRACTORS.-The ees required to be enrolled in health benefit term 'employee' shall include an individual plans under this part, shall be included in "(1) SPOUSE OR PARENT EMPLOYED.-An em- ployee may waive enrollment in a health who is a consultant or independent contrac- the definition of 'employee' under this part tor of an employer if the Secretary deter- if, based on a national referendum conduct- ed by the Secretary of Agriculture, a majori- June 5, 1991 CONGRESSIONAL RECORD - SENATE 7179 ty of farmers in the commodity up vote assures continuity, and (bb) when medically value of benefits provided under the plan in favor of mandatory participa in the necessary, available and accessible twenty- small business insurance progr. (as defined in paragraph (8)) is not less than movided four hours a day and seven days & week; and by part C and the HealthAmerics DC. the equivalent of the actuarial value of ben- "(II) provides benefits for covered items "(iv) DEFINITION OF FAMILY FARM used efits provided under the plan that would and services not furnished by participating in this subparagraph, the term 'family farm' have applied if the plan met the require- providers if the items and services are medi- means a farm with respect to which- ments described in subsection (a). cally necessary and immediately required "(I) the operator or the family of the op- "(2) MINIMUM REQUIREMENTS.-Nothing in because of an unforeseen illness, injury, or erator, or both (or, if the operator is a coop- this subsection shall be construed as not re- condition. erative, corporation 1, partne ship, or joint quiring each plan-- "(C) PARTICIPATING PROVIDER.-The term peration, the members, stockholders, part- "(A) to meet the requirements of section 'participating provider' means a physician, 'S, or joint operators, respectively) devote 2723; or hospital, health maintenance organization, ibstantial amount of time daily to the "(B) to establish a limit on out-of-pocket pharmacy, laboratory. or other appropriate- nagement or operation of the farm; ly licensed provider of health care services expenses under section 2724(d), except that "(II) a majority of the hours of labor re- or supplies, that has entered into an agree- this subparagraph shall not be construed to quired annually for the-(farm and nonfarm) require the establishment of the out-of- ment with a managed care entity to provide enterprise of the farm is provided by the op- pocket limit : described in section such services or supplies to a patient en- erator or the family of the operator, or both rolled in a managed care plan. 2724(d)(5)(B). (or, if the operator is a cooperative, corpora- "(D) UTILIZATION REVIEW.-The term 'uti- "(3) MENTAL HEALTH BENEFITS.-Notwith- tion, partnership, or joint operation, by the lization review' means a program for review- standing any other provision of this part or members, stockholders, partners, or joint ing the necessity and appropriateness of of the Health America Act, a health benefit operators, respectively, and the families of such individuals); and health care services provided or proposed to plan may meet the requirements of section be provided to'a patient. 2722(a)(6) by including payment for any "(III) the value of the gross annual sales "(8) MENTAL DISORDER.-The term 'mental reasonable combination of benefits de- of agricultural commodities produced on the disorder' has the same meaning given such scribed in subparagraphs (A) and (B) of farm is not more than $750,000. "(4) FAMILY AND FAMILY MEMBER.-The term in the International Classification of such section if the plan includes payment Diseases, 9th Revision, Clinical Modifica- for- terms 'family' and 'family member' mean, tion. "(A) benefits the value of which is at least with respect to an employee, the spouse and "(9) NONGOVERNMENTAL EMPLOYER.-The actuarially equivalent to the value of the children of the employee. term 'nongovernmental employer' means an benefits for which payment is otherwise re- "(5) HEALTH BENEFIT PLAN.-The term employer not described in paragraph quired under such subparagraphs; and 'health benefit plan' means an employee (3)(A)(ii). "(B) both types of benefits described in welfare benefit plan (as defined in section 3(1) of the Employee Retirement Income "(10) PHYSICIAN SERVICES.-The term 'phy- each such subparagraph. sician services' means professional medical "(4) ADVISORY BOARD.- Security Act of 1974 (29 U.S.C. 1002(1)) that- services lawfully provided by a physician "(A) ESTABLISHMENT.-The Secretary shall under State medical practice acts, and in- establish an Advisory Board to provide "(A) provides medical care to participants cludes professional services provided by a advice to the Secretary concerning the de- or beneficiaries directly or through insur- ance, reimbursement. or otherwise; and dentist, licensed advanced-practice nurse, velopment of actuarial equivalency stand- "(B) meets the requirements of section optometrist, podiatrist, or chiropractor ards and such other matters relating to the acting within the scope of their practices (as administration of this part as the Secretary 2721. determined under State law) if such services or the Board considers appropriate. "(6) INSURER.-The term 'insurer' means would be treated as physician services if fur- "(B) MEMBERSHIP.-The Advisory Board an entity qualified under the laws of a State to offer insurance or provide health benefits nished by a physician, except as provided in shall consist of 15 members appointed by the Secretary. of whom- in that State. section 2722(e). "(7) MANAGED CARE.- "(11) STATE.- "(i) four members shall be representatives "(A) MANAGED CARE ENTITY.-The term "(A) IN GENERAL.-The term 'State' means of employers, who shall be experienced in managed care entity' means an insurer, each of the several States and the District the administration of and knowledgeable of Columbia. about health insurance and actively en- health maintenance organization, preferred provider organization, dental plan organiza- "(B) ELECTION.-If the Governor of the gaged in the management or design of tion, or other entity licensed to do business Commonwealth of Puerto Rico or of any health insurance programs, of which- in a State, that markets managed care plans territory of the United States certifies to "(I) two members shall be representatives the President that Puerto Rico or such ter- of large businesses, as determined by the to groups or individuals or an employer, labor union or other State licensed entity ritory has enacted legislation stating that Secretary; and that provides managed care plans for its em- Puerto Rico or such territory desires to be "(II) two members shall be representatives ployees or members. included under the provisions of this Act, of small and medium-sized businesses; "(B) MANAGED CARE PLAN.-The term 'man- Puerto Rico or such territory shall be in- "(ii) two members shall be representatives aged care plan' means a health benefit cluded under the definition of State for the of labor organizations, who shall possess plan- purposes of this part beginning with Janu- qualifications of the type required for repre- "(i) in which the insurer- ary 1 of the first calendar year which begins sentatives under clause (i); "(I) utilizes explicit standards for the se- later than 90 days after the President re- "(iii) four members shall be representa- lection and recertification of participating ceives such notification. tives of the insurance industry, at least one providers; of whom shall be knowledgeable about "Subpart 2-Requirements for Health Benefit "(II) has organizational arrangements, es- small group policies; Plans tablished in accordance with regulations of "(iv) two members shall be actuaries, who "SEC. 2721. GENERAL REQUIREMENTS: PERMITTING the Secretary, for an ongoing quality assur- shall be experienced in the administration ACTUARIALLY EQUIVALENT PLANS. ance program for its health services, which of and knowledgeable about health insur- "(a) GENERAL REQUIREMENTS.-Subject to program (aa) stresses health outcomes, and ance programs; and subsections (b) and (c), in order for a health (bb) provides review by physicians and "(v) three members shall be representa- benefit plan to meet the requirements of other health professionals of the process tives of consumers not described in clauses this section, such plan shall- followed in the provision of health services; (i) through (iv). "(1) provide benefits for items and serv- and "(C) TERMS.-Each member of the Adviso- ices in accordance with section 2722; "(III) contains significant incentives to ry Board shall serve for a term of 4 years, "(2) provide coverage of employees and use the participating providers and proce- except that members initially appointed family enrolled in the plan in accordance dures provided for by the plan; and shall serve for staggered terms, as designat- with section 2723; and "(ii) which, if it limits coverage of services ed by the Secretary. A member may serve "(3) provide for premiums. deductibles, co- to those provided by participating providers on the Board after the expiration of the payments, and coinsurance in accordance or permits deductibles and coinsurance with term of the member until a successor has with section 2724. respect to basic health services provided by taken office as a member of the Board. "(b) ACTUARIALLY EQUIVALENT PLANS PER- persons who are not participating providers "(D) COMPENSATION.-The members of the MITTED.- which are in excess of those permitted Advisory Board may be allowed travel ex- under health benefit plans- "(1) VARIATIONS IN PREMIUMS, DEDUCTIBLES, penses, including per diem in lieu of subsist- "(I) has a sufficient number and distribu- AND COST-SHARING.-A health benefit plan ence, as authorized by section 5703 of title 5, tion of participating providers to assure shall meet the requirements of this section, United States Code, while away from their notwithstanding that such plan does not that all covered items and services are (aa) homes or regular places of business, for meet one or more of the requirements of available and accessible to each enrollee, each day (including travel time) during section 2724 (relating to premiums, deductl- within the area served by the plan, with rea- which they are attending meetings or con- bles, copayments, coinsurance, and limit on sonable promptness and in a manner which ferences of the Advisory Board or otherwise out-of-pocket expenses) if the actuarial engaged in the business of the Board. 7180 CONGRESSIONAL RECORD - SENATE June 5, 1991 "(E) DEVELOPMENT OF ACTUARIAL EQUIVA- least equivalent to the actuarial value of the LENCY VARIATIONS.-Not later than 6 months develop such regulations after consultation before the effective date of this part, the benefits of the approved health benefit with appropriate medical experts. plan. Advisory Board shall develop and transmit "(e) LIMITATIONS.-- to the Secretary- "(8) ACTUARIAL VALUE OF BENEFITS DE- "(1) PANELS AND MANAGED CARE SYSTEMS.-- "(i) at least three model health plans each FINED.-For purposes of this subsection, the Nothing in this title or the HealthAmerica with an actuarial value of benefits that is "actuarial value of benefits" of a plan is the amount by which the total of the amounts Act, shall prohibit a health benefit plan equivalent to the actuarial value of benefits from providing benefits for the items and of a basic plan (as defined in paragraph (9)); payable as benefits under the plan exceeds "(ii) a table of actuarial equivalency de- the amount of the premiums, deductibles, services described in this section through a copayments, and coinsurance pay ble by managed care system, and from selecting scribing permitted expansions in covered particular health care providers or types, services and variations in copayments, de- the employee under the plan, as deta: mined ductibles, limits on out-of-pocket expenses, on an actuarial basis per enrollee for a plan classes, or categories of health care provid- year. ers to participate in such managed care and an employer's share of the premium or premiums under a health plan, as a percent- "(9) BASIC PLAN DEFINED.-For purposes of system. Such managed care system shall this subsection, the term 'basic plan' means provide, in accordance with regulations age increase or decrease in the actuarial value of the basic plan, with the table de- a health benefit plan that only provides the issued by the Secretary, reasonable access to scribing as many expansions and variations basic benefits required under this part. care by plan enrollees. as practicable in order to facilitate compli- "SEC. 2722. REQUIREME 3 RELATING TO COVERED "(2) DIFFERENT LEVELS OF PAYMENTS.- ITEMS AND SERVICES. Nothing in this title or the HealthAmerica ance with this section: and "(a) IN GENERAL.-Except as otherwise Act, shall prohibit a health benefit plan "(iii) recommendations for procedures to facilitate the process by which an employer provided in this section, a health benefit from establishing a different level of pay- plan shall include payment for- ments for reimbursement for different may certify actuarial equivalency for plan variations not provided in the model health "(1) inpatient and outpatient hospital health care providers furnishing the bene- care, except that treatment for a mental dis- fits for the items and services described in plans or the table of actuarial equivalency and for the certification of multiple plans order is subject to the special limitations de- this section. scribed in paragraph (6)(A); "(3) HEALTH CARE PROVIDERS.-Nothing in offered by the same employer. "(F) REVIEW OF CHANGES.-The Advisory "(2) inpatient and outpatient physician this title or the HealthAmerica Act, shall be Board shall review proposed changes to the services, except that psychotherapy or construed to require a health benefit plan basic benefit package required of health counseling for a mental disorder is subject to utilize any health care provider (or type, to the special limitations described in para- class, or category of health care provider) to benefit plans and transmit a cost benefit graph (6)(B); provide benefits for the items and services analysis of such changes, along with recom- "(3) diagnostic tests; described in this section that were provided mendations, to the appropriate committees of Congress and the Secretary. "(4) prenatal care and well-baby care pro- by the plan before the effective date of this "(5) TABLE OF ACTUARIAL EQUIVALENCY.- vided to children who are 1 year of age or part, other than the health care providers The Secretary shall publish, at least 3 younger; being utilized by the health benefit plan on months prior to the effective date of this "(5) preventive services, limited to- such effective date, except that this para- part, a table that specifies the percentage "(A) well child care; graph shall not apply to duly licensed or increase or decrease in the actuarial value "(B) pap smears; and certified clinical psychologists (acting of benefits under a health benefit plan pro- "(C) mammograms; and within the scope of State law) after the end viding only the required benefits that would "(6)(A) inpatient hospital care for a of the 5-year period beginning on the effec- result from variations in covered services, mental disorder for not less than 45 days tive date of this part. This paragraph shall copayments, deductibles, limits on out-of- per year, except that days of partial hospi- not apply to plans offered under part C. pocket expenses, an employer's share of the talization or residential care may be substi- "(4) DENIAL OF PAYMENT TO EXCLUDED PRO- premium or premiums under a health bene- tuted for days of inpatient care according to VIDERS.-Nothing in this title or the Health- fit plan, or any combination thereof. The a ratio established by the Secretary; and America Act, shall require a health benefit table shall describe as many variations as "(B) outpatient psychotherapy and coun- plan to make payment to any health care feasible. In developing the table, the Secre- seling for a mental disorder for not less provider that is excluded from participation iary shall consider the recommendations of than 20 visits per year provided by a provid- in any Federal health care program. the Advisory Board established under para, er who is acting within the scope of State "(f) BASIS OF PAYMENT MAY DIFFER FROM graph (4). law and who- ACTUAL CHARGES.-The requirement of pay "(6) COMPLIANCE WITH FIDUCIARY DUTIES.- "(i) is a physician; or ment for services described in subsection (a) In the case of health benefit plan variations "(ii) meets the standards of subsection shall not prevent an employer from estab- for which relative actuarial values are not (g)(2)(B) and is a duly licensed or certified lishing & fee schedule or other basis of pay- expressly provided for in the table pub- clinical psychologist or a duly licensed or ment that is different from actual charges, lished under paragraph (5) or in the case of certified clinical social worker, a duly li- but only if such fee schedule or other basis variations in which one or more elements of censed or certified equivalent mental health provides, pursuant to regulations of the Sec- covered services, copayments, deductibles, professional, or a clinic or center providing retary, for payment at a level sufficient to and limits on out-of-pocket expenses are duly licensed or certified mental health achieve adequate access to services covered services. given a relative actuarial value by the plan by the plan without additional out-of-pocket administrator that is different from that "(b) EXCEPTIONS-Subsection (a) shall not expenses for the covered service (but for co- provided by such table, the plan shall not be be construed as requiring a plan to include payments and deductibles permitted under considered out of compliance with this sec- payment for- section 2724). tion- "(1) items and services that are not medi- "(g) MENTAL HEALTH CARE.- "(A) if. under a process consistent with cally necessary; "(1) INTATIENT CARE-Subject to the provi- the duties of a fiduciary under part 4 of title "(2) routine physical examinations or pre- sions of subsection (e), inpatient hospital I of the Employee Retirement Income Secu- ventive care (other than care and services care described in subsection (a)(6)(A) shall rity Act of 1974, it is established that, and described in paragraphs (4) and (5) of sub- section (a); or include reimbursement for professional care an actuary meeting credentials established provided to the individual while the individ- by the American Academy of Actuaries or "(3) experimental services and procedures, ual is receiving such inpatient care, by a by the Secretary has certified that, the ac- except that this paragraph shall not apply physician or duly licensed or certified clini- tuarial value of the benefits of the plan is at to routine medical costs associated with cal psychologist operating within the scope least equivalent to the actuarial value of the peer-reviewed and approved protocols con- ducted in connection with peer-reviewed of practice of the physician or psychologist, benefits of a basic plan; and as determined appropriate under State law. "(B) until and unless the Secretary has and approved research programs, pursuant Nothing in this subsection shall be con- determined that such variations are not in to standards established by the Secretary. strued to modify hospital practices with compliance with the requirements of this "(c) AMOUNT, SCOPE, AND DURATION OF CER- section. TAIN BENEFITS.-Except as provided in sub- regard to scope of practice. admitting privi- leges, or billing arrangements. "(7) MULTIPLE PLANS.-In the case of an section (b), & health benefit plan shall place "(2) OUTPATIENT CARE.- employer that has a health benefit plan no limits on the amount, scope, or duration "(A) USE OF PROVIDERS.-Subject to the that meets the requirements of paragraph of benefits described in paragraphs (1) through (3) of subsection (a). provisions of subsection (e), a health benefit (6)(A) or is otherwise determined to have an "(d) AMOUNT, SCOPE, AND DURATION OF PRE- plan that provided benefits with respect to actuarial value of benefits that is at least outpatient psychotherapy described in sub- equivalent to the actuarial value of a basic VENTIVE SERVICES.-A health benefit plan may limit the amount, scope, and duration section (a)(6)(B) prior to January 1, 1991. plan, the Secretary shall establish by regu- of preventive services described in subsec- shall not be required under such subsection lation streamlined procedures for the a.p- tion (a)(5) pursuant to regulations of the to provide benefits for outpatient psycho- proval of additional health benefit plans the actuarial value of the benefits of which is at Secretary specifying the amount, scope, and therapy provided by any health care provid- duration of such care. The Secretary shall er (or type, class, or category of health care provider) described in subsection June 5, 1991 CONGRESSIONAL RECORD - SENATE S7181 (a)(6)(B)(ii), other than duly licensed or cer- the basis that the individual has (or at any "(II) for employees who have a covered tified clinical psychologists and health care time has had) any disease, disorder, or con- spouse but no covered children; and providers being utilized by the plan on Jan- dition. "(III) for employees who do not have a uary 1, 1991. This subparagraph shall not "(c) RIGHT To WAIVE ENROLLMENT.- covered spouse but have one or more cov- apply to plans offered under part C. "(1) LESS-THAN-FULL-TIME OR PART-TIME EM- ered children "(B) STANDARDS FOR CERTAIN PROVIDERS.- PLOYEES WITH INCREASED PREMIUMS.-In the "(D) ADJ TENT FOR COVERED SPOUSE The Secretary shall establish standards that case of a less-than-full-time or part-time em- WITH OTHER BRAGE.-For purposes of this providers referred to in subsection ployee who is subject to, and is charged, an paragraph, ii health benefit plan charges (a)(6)(B)(ii) must meet to be eligible for increased premium under section 2724(b)(5), an employee for a share of the premium, payment under a health benefit plan and the employee may, notwithstanding any the plan shall establish a separate premium such standards shall require that such pro- other provision of this part, waive enroll- category (or categories) for family coverage viders have training and education equiva- lent to a licensed clinical social worker (as ment under this part. Such waiver shall be in the case of a covered spouse who is re- exercised in such form and manner as the defined in title XVIII of-the Social Security ceiving primary health insurance coverage Act). Secretary shall specify and shall terminate from another health benefit plan. The pre- "(h) STUDIES.- on the date the employee is no longer being mium for such categories shall be estab- "(1) SERVICES.-The Secretary shall peri- subject to, and charged, such an increased lished based,on actual or projected plan ex- odically review the appropriateness of the premium. perience or according to a formula estab- preventive services required to be covered "(2) EMPLOYER CONTRIBUTION TO PUBLIC lished by the Secretary, and shall take into under this section and prepare and submit HEALTH INSURANCE PLAN.-In the case of a account the reduction in health insurance to the apprópriate committees of Congress a less-than-full-time or part-time employee costs resulting from such coverage. report concerning any recommendations for who waives enrollment under paragraph (1), "(E) ADJUSTMENT OF PREMIUMS FOR EM- changes in the list of such services that are the employer shall, in a manner required by PLOYED RETIREES UNDER HEALTH BENEFIT required to be covered. the Secretary, make a payment under title PLANS.-If an employer provides a health "(2) COVERAGE FOR CERTAIN SERVICES.-Not V of the HealthAmerica Act equal to the benefit plan with respect to retirees and the later than 1 year after the date of enact- minimum amount the employer would have plan charges a retiree for a share of the pre- ment of this part, the Secretary shall pre- made towards the actuarial cost of coverage mium of the plan, in the case of such a re- pare and submit to the appropriate commit- of the employee if the employee had not tiree who is enrolled as an employee (or de- tees of Congress a report concerning the waived such enrollment. pendent) under another health benefit plan cost-effectiveness and desirability of cover- "(d) CONTINUED COVERAGE.-If an employ- under this part, the health benefit plan age of colorectal cancer screening, prostate ec's coverage or coverage for the family with respect to the retiree shall provide for cancer. screening. osteoporosis screening, members of an employee would normally an adjustment of the amount of the premi- and outpatient prescription drugs. terminate during a period of hospitalization, um paid by the retiree to take into account "SEC. 2723. REQUIREMENTS RELATING TO TIMING such coverage shall continue until the em- the reduction in health insurance-costs re- OF COVERAGE AND PROHIBITION OF ployee or family member is discharged from sulting from such coverage. PREEXISTING CONDITION LIMITA- the hospital. "(2) PAYMENT OF PREMIUMS.-An employee TIONS. "SEC. 2724. REQUIREMENTS RELATING TO PREMI- enrolled under a health benefit plan is "(a) DATE OF INITIAL COVERAGE.-In the UMS. DEDUCTIBLES, COPAYMENTS, liable for payment of premiums required case of an employee (and family members) COINSURANCE. AND LIMIT ON OUT-OF- under that plan in accordance with this sub- enrolled under a health benefit plan provid- POCKET EXPENSES. section. ed by an employer, the coverage under the "(a) ENROLLEE COST-SHARING PERMITTED.- "(3) WITHHOLDING PERMITTED.-No provi- plan shall begin not later than the latest of A health benefit plan may require an enroll- sion of State law shall prevent an employer the following: ee to pay for premiums, deductibles, copay- of an employee enrolled under a health ben- "(1) 30 days after the date on which the ments, and coinsurance amounts for cover- efit plan established under this part from employee first performs an hour of service age under the plan, but only if such premi- withholding the amount of any premium as an employee of that employer, or in a ums, deductibles, copayments, and coinsur- due by the employee from the payroll of the case where an employer does not provide ance do not exceed the limitations imposed employee. immediate coverage under the plan, on the under this section. "(4) SPECIAL RULE FOR LESS-THAN-FULL-TIME day on which an employee who has per- "(b) LIMITATION ON PREMIUMS.- EMPLOYEES.-In the case of a less-than-full- formed an hour of service for the employer "(1) MONTHLY PREMIUM LIMITED TO 20 PER- time employee (as defined in section agrees to pay 100 percent of the normal em- CENT OF ACTUARIAL RATE.- 2713(3)(D)), a health benefit plan may re- ployer and employee premium for the "(A) IN GENERAL.-Subject to paragraphs quire the employee to pay a premium the period prior to the normal beginning of cov- (4) and (5), a health benefit plan shall not amount of which (on a monthly basis) does erage under the plan. The employer shall require an employee to pay a premium- not exceed- notify the employee on the first day on "(i) for coverage for a period of longer "(A) 100 percent, minus which the employee first performs an hour than one month; or "(B) 80 percent, multiplied by the ratio of service for the employer of the rights of "(ii) the amount of which on a monthly of- the employee under this subsection. basis exceeds 20 percent of the monthly ac- "(i) the average number of hours per week "(2) The first day on which the employer tuarial rate defined under subparagraph the employee is normally employed by the is required to meet the requirements of this (B). employer in the calendar quarter; to part. "(B) MONTHLY ACTUARIAL RATE DEFINED.- "(ii) 25, "(3) In the case of an employer described For purposes of this subsection, the term of the monthly actuarial rate (as defined in in section 2713(a)(2)(C)- 'monthly actuarial rate' means, with respect paragraph (1)(B)). "(A) 90 days after the date on which the to a health benefit plan in a plan year, the "(5) PART-TIME EMPLOYEES.-In the case of employee first performs an hour of plan- average monthly per enrollee amount that a part-time employee, a health benefit plan covered service as an employee of the em- the employer providing the plan estimates, may require the employee to pay a premium ployer. except that If the Initial waiting based on actuarial calculations conducted in amount that does not exceed 50 percent of period is greater than 30 days, coverage conformity with requirements established the monthly actuarial rate (as defined in under the plan shall continue for an equiva- by the Secretary. for enrollees under the paragraph (1)(B)). lent period after the last day on which the plan during the year, would be necessary to "(c) LIMITATION ON DEDUCTIBLES.- employee performs an hour of plan-covered pay for the total benefits required under "(1) IN GENERAL.-Except as permitted service as an employee of the employer; or the plan (including administrative costs for under paragraph (2), a health benefit plan "(B). 180 days after the date on which the the provision of such benefits and an appro- shall not provide, for benefits provided in employee first performs an hour of plan- priate amount for a contingency margin) any plan year, for a deductible amount that covered service. except that if the initial during the year. exceeds- waiting period is greater than 30 days, cov- "(C) APPLICATION ON BASIS OF FAMILY "(A) with respect to benefits payable for erage under the plan shall continue for an STATUS.-For purposes of this paragraph, a items and services furnished to any employ- equivalent period after the last day on health benefits plan may provide for the ee with no family member enrolled under which the employee performs an hour of premium to be applied, and the monthly ac- the plan, for a plan year beginning in- plan-covered service. tuarial rate to be computed- "(i) the first calendar year that begins "(4) Subject to section 2712(b), in the case "(i) separately for employees who have more than 1 year after the effective date of of a child, coverage applies for any period family members covered under the plan and this Act, $250; or during which the employee, who is the for employees who do not have family mem- "(ii) for a subsequent calendar year, the parent of the child, is covered. bers covered under the plan; and limitation of deductions specified in this "(b) PROHIBITION OF PREEXISTING CONDI- "(ii) with respect to employees with such subparagraph for the previous calendar TION PROVISIONS.-A health benefit plan covered family members, separately- year increased by the percentage increase in shall not exclude or otherwise limit any in- "(I) for employees who have a covered the consumer price index for all urban con- dividual from coverage under the plan on spouse and one or more covered children; sumers (United States city average, as pub- S 7182 CONGRESSIONAL RECORD June-5, 1991 lished by the Bureau of Labor Statistics) for under the plan and furnished in the plan the 12-month period ending on September "(4) FAILURE TO PAY PREMIUMS.-With re- 30 of the preceding calendar year; and year on behalf of the employee and family spect to & health benefit plan, the insurer covered under the plan. "(B) with respect to benefits payable for Issuing such plan shall notify the employee "(B) OUT-OF-POCKET LIMIT DEFINED.-As items and services furnished to any employ- and the Secretary of the failure of the em- ee with a family member enrolled under the used in this section and except as provided ployer to make timely premium payments plan, for a plan year beginning in- in subparagraph (C), the term 'out-of- on behalf of the employee and the employ- "(i) the first calendar year that begins pocket limit' means for a plan year begin- ee's family members as required under such ning in- more than 1 year after the effective date of plan. Such notification shall be provided not this part, $250 per family member and $500 "(i) the first calendar year that begins less that 30 days prior to any termination of per family; or more than 1 year after the effective date of coverage by the insurer as the result of such "(ii) for a subsequent calendar year, the this part, $3,000; or nonpayment of premiums. limitation of deductions specified in this "(II) for a subsequent calendar year, the "(5) FINANCIAL STATEMENT.-An employee subparagraph for the previous calendar out-of-pocket limit specified in this subpara- shall be entitled to receive, on request, a year increased by the percentage increase in graph for the previous calendar year in- copy of the most recent financial statement the consumer price index for all urban con- creased by the percentage increase in the prepared for the health benefit plan under sumers (United States city average, as pub- consumer price index for all urban consum- lished by the Bureau of Labor Statistics) for ers (United States city average, as published which such employee is covered. An employ- by the Bureau of Labor Statistics) for the ee shall be entitled to no more than the 12-month period ending on September 12-month period ending on September 30 of such request during each 1-year. period. 30 of the preceding calendar year. "(6) AVAILABILITY OF INFORMATION.- the preceding calendar year. If the limitation of deductions computed "(A) FILING WITH SECRETARY AND PROVI- under subparagraph (A)(ii) or (B)(ii) is not a If the out-of-pocket limit computed under SION TO STATES.-A copy of each health ben- multiple of $10, it shall be rounded to the clause (ii) is not a multiple of $10, it shall be efit plan provided under this part, and any next highest multiple of $10. rounded to the next highest multiple of $10. additional information prepared under this "(2) WAGE-RELATED DEDUCTIBLE.-A health "(C) ALTERNATIVE OUT-OF-POCKET LIMIT.-A subsection concerning such plans, shall be benefit plan may provide for any other de- health benefit plan may provide for an out- filed with the Secretary who shall make ductible amount instead of the limitations of-pocket limit other than that defined in such information available to the State or under- subparagraph (B) if, for a plan year with re- States in which the employees eligible for "(A) paragraph (1)(A), if such amount spect to an employee and the family of the benefits under such plans are employed. does not exceed (on an annualized basis) 1 employee, the limit does not exceed (on an "(B) PROVISION TO EMPLOYEES.-Empl percent of the total wages paid to the em- annualized basis) 10 percent of the total not receiving the information required ployee in the plan year; or wages paid to the employee in the plan under this subsection may request such in- "(B) paragraph (1)(B), if such amount year. formation from the State, or, if the program does not exceed (on an annualized basis) 1 "SEC. 2725. ENROLLEE PROTECTION. in such State is administered by the Secre- percent per family member or 2 percent per "(a) ADMINISTRATION.- tary, from the Secretary. family of the total wages paid to the em- "(1) INSURANCE COMMISSIONER-The re- "(c) STANDARDS AND TECHNICAL ASSIST- ployee in the plan year. quirements and standards established under ANCE.- "(d) LIMITATION ON COPAYMENTS AND COIN- this section shall be administered in a State "(1) MODEL PLANS AND SUMMARIES.-Not SURANCE.- by the insurance commissioner of that later than 9 months after the date of enact- "(1) IN GENERAL-Subject to paragraphs State, or by any other State agency, as des- ment of this part, the Secretary shall estab- (2) through (4), a health benefit plan shall ignated by the chief executive officer of the lish and make available model language for not- State. health benefit plans and the summaries of "(A) require the payment of any copay- "(2) NONCOMPLIANCE.-If the State fails to such plans. ment or coinsurance for an item or service "(2) PLAN INFORMATION.-Not later than 9 for which coverage is required by this part comply with the requirements of paragraph in an amount that exceeds 20 percent of the (1), or, in the judgment of the Secretary, months after the date of enactment of this cost of the item or service; or fails to adequately perform the administra- part, the Secretary shall promulgate regula- "(B) require the payment of any copay- tive functions required under such para- tions that describe the health benefit plan graph, the Secretary shall assume the ad- information that shall be provided to em- ment or coinsurance for items and services required under section 2722 to be furnished ministrative responsibilities and duties re- ployees under this section, that shall in- in a plan year for an employee after the em- quired under such paragraph in that State. clude- plovee has incurred out-of-pocket expenses "(b) INFORMATIONAL REQUIREMENT.- "(A) the name and address of the adminis- "(1) SUMMARY OF HEALTH PLAN.- trator of the plan; under the plan that are equal to the out-of- "(A) REQUIREMENT.-Not later than 30 "(B) the requirements of the plan with re- (5)(B)). pocket limit (as defined in paragraph days after the date on which the coverage spect to eligibility; of an employee under a health benefit plan "(C) the benefits to be provided under the "(2) EXCEPTION FOR PREFERRED PROVID- ERS.-If a health benefit plan establishes under this part begins, the employer of such plan; employee shall provide the employee with a "(D) the procedures for filing claims for reasonable classifications of participating and nonparticipating providers of items and copy of the health benefit plan and a sum- benefits under the plan; services, the plan may require payments in mary of such plan in accordance with sub- "(E) the procedures for appealing the paragraph (B). denial of any claim filed under the plan; and excess of the amount permitted under para- graph (1) in the case of items and services "(B) CONTENTS.-The plan and summary "(F) other information determined appro- furnished by nonparticipating providers. provided under subparagraph (A) shall be priate by the Secretary. written in a manner reasonably assumed to "(d) RIGHT TO ASSISTANCE.- "(3) EXCEPTION FOR IMPROPER UTILIZA- TION.-A health benefit plan may provide be understandable by the average individ- "(1) DESIGNATION OF INDIVIDUAL.-Each for copayment or coinsurance in excess of ual. Such summary and plan shall be suffi- health benefit plan provided under this part the amount permitted under paragraph (1) ciently accurate and comprehensive to rea- shall designate an appropriate individual or for any item or service that an individual sonably apprise individuals of their rights individuals who shall be available to answer obtains without complying with any reason- and obligations under the plan. questions concerning the plan or the appli- able procedures established by the plan to "(2) AVAILABILITY OF SUBSIDY.-Not later cable plan requirements. ensure the efficient and appropriate utiliza- than 30 days after the date on which cover- "(2) TIMELY RESPONSE.-Eployees shall tion of covered services. age of an employee under a health benefit have the right to receive a timely written re- "(4) MENTAL HEALTH CARE.-In the case of plan under this part begins, the employer sponse to any questions that such employ- care provided under section 2722(a)(6)(B), a shall notify the employee of the availability ees may submit concerning their rights health benefit plan shall not require pay- of low-income subsidies for employees, under the health benefits plan. Employees ment of any copayment or coinsurance for through the public health insurance plan shall be able to rely on such written re- an item or service for which coverage is re- established under title XXI of the Social Se- sponses. quired by this part in an amount that ex- curity Act, to cover all or part of the cost of "(3) ASSISTANCE BY ADMINISTERING AUTHOR- ceeds 50 percent of the cost of the item or the employee's share of the premium for ITY.-The authority designated under sub- service. such health benefit plan and of any cost- section (a) shall provide assistance to em- "(5) LIMIT ON OUT-OF-POCKET EXPENSES.- sharing under such plan. Such notification ployees in that State with respect to their "(A) OUT-OF-POCKET EXPENSES DEFINED.-As shall be provided in such form as the Secre- rights under such plans and under Federal tary shall require. used in this section, the term 'out-of-pocket or State law. expenses' means, with respect to an employ- "(3) CHANGES IN PLAN.-An employee shall "(e) RIGHT TO REVIEW DENIED CLAIMS.- ee in a plan year, amounts payable under be notified in writing of any changes in the "(1) NOTICE.-An administrator under a the plan as deductibles and coinsurance terms of their health benefit plan, not less health benefit plan under this part shall with respect to items and services provided than 30 days in advance of the implementa- provide an employee with written notice tion of such changes. concerning the denial of a claim submitted June 5, 1931 CONGRESSIONAL RECORD chases SENATE 7183 by such employee. Such notice shall include "(2) INVESTIGATIONS.-The Secretary may "PART C-GROUP HEALTH INSURANCE the reasons for such denial. conduct Investigation under this section. In STANDARDS "(2) PROCESS FOR REVIEW.-Each health conducting such investigations, the Secre- benefit plan provided under this part shall tary- "Subpart 1-General Standards; Definitions utilize a fair process for the timely review of "(A) shall have reasonable access to exam- "SEC. 2741. APPLICATION OF REQUIREMENTS TO claims denied under such plan. ine evidence of any person or entity being HEALTH BENEFIT PLANS. "(3) CLAIM FOR CARE NEEDED FOR LIFE- investigated; and "(a) PLAN UNDER STATE REGULATORY PRO- THREATENING ILLNESS.-In cases in which the "(B) may, if necessary, compel by subpoe- GRAM OR CERTIFIED BY THE SECRETARY.- failure to provide health care promptly na the attendance of witnesses and the pro- "(1) IN GENERAL.-No health benefit plan would be life-threatening or result in 8. risk duction of evidence at any designated place. may be issued in a State on or after the ef- of permanent disability, the beneficiary "(3) ASSESSMENT PROCEDURE.-A civil fective date specified in subsection (c) (and under the health benefit plan shall be enti- money penalty under this subsection shall tled to.a decision as to whether care will be no new contract may be offered under such be assessed by the Secretary and collected provided under such plán not later than 1 plan with respect to any small employer be- in a civil action brought by the United ginning on or after such effective date) day after supplying the insurer, with all-re- States in a United States district court. The unless- is quested information. In the event of 3 Secretary shall not assess such a penalty on denial of coverage for such care, the benefi- "(A) the Secretary determines that the an employer until the employer has been clary shall be entitled to an expedited given notice and an opportunity for a hear- State has establishe a regulatory program review of an appeal of such denial within 5 ing on such charge. that provides for e application and en- days. "(4) AMOUNT OF PENALTY.-In determining forcement of the in, licable standards estab- "(4) APPEALS.-Individuals shall be enti- the amount of the penalty, or the amount lished under section 2742 (to carry out the tled to appeal the denial of a claim submit- agreed on in settlement, the Secretary shall requirements of this part) and that meets ted by such individual to the authority ad- consider the gravity of the noncompliance the requirements of section 2742(b) by such ministering the requirements and standards and the demonstrated good faith of the em- effective date, or under subsection (a). The Secretary shall ployer charged in attempting to achieve "(B) if the State has not established such promulgate regulations establishing proce- rapid compliance after notification of non- a program, the plan has been certified by dures to be utilized for appealing denials of compliance by the Secretary. the Secretary (in accordance with such pro- claims under a health benefit plan under "(5) JUDICIAL REVIEW.-In any civil action cedures as the Secretary establishes) as this part that are similar to the procedures brought to review the assessment of such a meeting the applicable standards estab- established under title XVIII of the Social penalty or to collect such a penalty, the lished under section 2742 by such effective Security Act for appealing denials of claims court shall, at the request of any party to date. under such title XVIII, including the right such action, hold a trial de novo on the as- "(2) PLAN DISAPPROVED UNDER LOOK-BEHIND to a trial de novo. sessment of the penalty, unless in a prior AUTHORITY.-If the Secretary determines, "(f) RIGHT TO CHOICE.- action such a trial de novo was held on the under section 2742(c), that a health benefit "(1) NONMANAGED CARE PLANS.-An employ- assessment. plan does not meet the applicable require- er may offer its employees a nonmanaged "(6) USE OF AMOUNTS COLLECTED.-Civil ments of this part on or after such effective care plan that meets the requirements of money penalties collected under this subsec- date, regardless of whether or not the State this part as well as a managed care plan. tion shall be credited to the account main- has taken any action with respect to such "(2) USE OF PROVIDERS.-If a nonmanaged tained to provide health benefits under the noncompliance, no new contracts :ay be of- care plan is not offered by an employer, the program established under title XXI of the fered to small employers under the plan on managed care plan or plans offered by such Social Security Act. or after the date of the determination. employer shall permit the utilization of pro- "(b) LIABILITY TO INDIVIDUALS FOR DAM- "(b) SANCTIONS.- viders not participating in the plan for serv- AGES.-Any employer that knowingly does "(1) COMPLAINTS AND INVESTIGATIONS.-The ices otherwise covered under the plan. If an not comply with section 2712(c) or the rè- Secretary shall establish procedures- employee elects to utilize such out-of-plan quirements of section 2701(a) shall be liable "(A) for individuals and entities to file providers, the plan may provide for cost for damages (including health care costs in- written, signed complaints with the Secre- sharing that shall not exceed 200 percent of curred) to the employee or the family of the tary respecting potential violations of the the normal cost-sharing imposed under the employee resulting from such failure to requirements of this part; plan or 200 percent of the cost-sharing per- comply. Such an employee or family "(B) for the investigation of those com- mitted under the minimum plan established member may bring a civil action to recover plaints which have a substantial probability under this part, whichever is greater. damages resulting from an employers fail- of validity; and "(g) RIGHT TO CONFIDENTIALITY OF MEDI- ure to comply with such requirements.". "(C) for the investigation of such other CAL RECORDS.-Health benefit plans under TITLE III-SPECIAL ASSISTANCE FOR violations of the requirements of this part this title shall provide for the confidential- SMALL AND MEDIUM-SIZED BUSINESSES as the Secretary determines to be appropri- ity of any medical records released under SEC. 301. PREEMPTION OF STATE MANDATED BENE- ate. such plan. FIT LAWS. "(2) AUTHORITY IN INVESTIGATIONS.-In "Subpart 3-Regulations and Enforcement (a) IN GENERAL-Section 514(b)(2) of the conducting investigations and hearings Employee Retirement Income Security Act under this subsection- "SEC. 2731. REGULATIONS. of 1974 (29 U.S.C. 1144(b)(2)) is amended- "(A) agents of the Secretary and adminis- "(a) PROPOSED RULES.-Not later than 4 (1) in subparagraph (A), by striking out trative law judges shall have reasonable months after the date of enactment of this "subparagraph (B)" and inserting in lieu access to examine evidence of any person or part, the Secretary shall publish in the Fed- thereof "subparagraphs (B) and (C)"; and entity being investigated; and eral Register a notice of proposed rulemak- (2) by adding at the end thereof the fol- "(B) administrative law judges, may, if ing to carry out this part. lowing new subparagraph: necessary, compel by subpoena the attend- "(b) FINAL RULES.-Not later than 9 "(C) Nothing in subparagraph (A) shall be ance of witnesses and the production of evi- months after the date of enactment of this construed to exempt from subsection (a) dence at any designated place or hearing. part, the Secretary shall promulgate final any provision of the law of any State to the In case of contumacy or refusal to obey S rules to carry out this part. Such notice and extent that such provision regulates, or oth- subpoena lawfully issued under this subsec- final rules shall be made in accordance with erwise provides any requirement relating to, tion and upon application of the Secretary, section 553 of title 5, United States Code. the benefits to be provided under contracts an appropriate district court of the United "(c) EFFECT OF FAILURE To PROMULGATE or policies of insurance issued to or under a States may issue an order requiring compli- RULES.-The failure of the Secretary to pro- health benefit plan under part B of title ance with such subpoena and any failure to mulgate final rules under this part shall not XXVII of the Public Health Service Act.". obey such order may be punished by such relieve any person or entity to which the (b) CONFORMING AMENDMENT.-Paragraph court as a contempt thereof. provisions of this part apply of any obliga- (1) of section 3 of such Act (29 U.S.C. "(3) HEARING.- tions under this part. 1002(1)) is amended by adding at the end "(A) IN GENERAL-Before imposing an "SEC. 2732. ENFORCEMENT. thereof the following new sentence: "Such order described in paragraph (4) against & "(a) CIVIL MONEY PENALTY AGAINST PRI- terms include a health benefit plan estab- carrier under this subsection for a violation VATE EMPLOYERS.- lished in accordance with part B of title of the requirements of this part, the Secre- "(1) 15 PERCENT OF TOTAL WAGES.-Any em- XXVII of the Public Health Service Act.". tary shall provide the carrier with notice ployer that does not comply with section Subtitle A-Reform of Small Group Insurance and, upon request made within a reasonable 2712(c) or the requirements of section time (of not less than 30 days, as established SEC. 311. GROUP HEALTH INSURANCE STANDARDS. 2701(a) in any calendar year shall be subject by the Secretary) of the date of the notice, (a) PUBLIC HEALTH SERVICE Acr.-Title to a civil penalty of not more than 15 per- a hearing respecting the violation. XXVII of the Public Health Service Act (as cent of the total amount of the expendi- "(B) CONDUCT OF HEARING.-Any hearing so tures of the employer for wages for employ- added under section 101 and amended by requested shall be conducted before an ad- ees in that year. section 201) is further amended by adding ministrative law judge. If no hearing is so at the end thereof the following new part: requested, the Secretary's imposition of the 7184 CONGRESSIONAL RECORD SENATE June 5; 1991 order shall constitute a final and unappeala- ble order. come into compliance with the applicable standards within 30 days after the date of standards and requirements, the Secretary "(C) ISSUANCE OF ORDERS.-If the adminis- shall assume responsibility under section trative law judge determines, upon the pre- the initial determination of such 9. violation, such carrier shall be subject to the pro i- 2741(a)(1)(B) with respect to plans in the ponderance of the evidence received, that a State. sions of this subsection: carrier named in the complaint has violated the requirements of this part, the adminis- "(c) EFFECTIVE DATE:-The effective date (2) LOOK-BEHIND AUTHORITY.-In the case specified in this subsection is January 1 of ( I State with a regul tory program found trative law judge shall state the findings of the third full year that begins after the date by the Secretary to meet the standards and fact and issue and cause to be served on of the enactment of this subpart. requireme is under this part, the Secretary such carrier an order described in para- graph (4). "SEC. 2742. ESTABLISHMENT OF STANDARDS. nonetheless is authorized to determine "(4) ENFORCEMENT AND CIVIL MONEY PENAL- "(a) ESTABLISHMENT OF STANDARDS.- whether or not health benefit plans offered by carriers in the State have failed to TY.- "(1) NAIC.-The Secretary shall request "(A) ENFORCEMENT.-Subject to the provi- the NAIC- comply with the applicable requirements of this part. sions of this paragraph, an order issued "(A) to develop specific standards, in the form of a model Act a model regulations, "(d) GAO AUDITS.-The Comptroller Gen- under this subsection- "(I) shall require the carrier- to implement the requirements of this part; eral shall conduct periodic audits on a "(I) to cease and desist from such viola- and sample of State regulatory progra is to de- tions; and "(B) to report to the Secretary on such de- termine their compliance with the require- velopment; ments of this section. The Comptroller Gen- "(II) to pay a civil penalty as required in eral shall report to the Secretary and Con- paragraph (9); and by not later than October 1- of the year fol- gress on the findings in such audits. "(ii) may require the carrier to take such lowing the year in which: this: part is en- other corrective action as is appropriate. acted. If the NAIC develops such standards "SEC. 2743. TRANSITIONAL REQUIREMENTS APPLI- "(B) CORRECTIONS WITHIN 30 DAYS.-No within such period and the Secretary finds CABLE: TO ALL HEALTH BENEFIT order shall be imposed under this subsection that such standards implement the require- PLANS TO SMALL EMPLOY- ERS. by reason of any violation if the carrier es- ments of this part, such standards shall be the standards applied under section 2741. "(a) APPLICATION.-The requirements of that- tablishes to the satisfaction of the Secretary "(2) SECRETARY.-If the NAIC fails to de- this section shall apply only to health bene- "(1) such violation was due to reasonable velop and report on such standards by such fit plans offered to small employers during cause and not to willful neglect; and date or the Secretary finds that such stand- the period that begins on the effective date "(ii) such violation is corrected within the ards do not implement-t: e. requirements of of this part and end in the case of 2 small 30-day period beginning on earliest date the this part, the Secretary shall develop and employer, on the date that begins the fifth carrier knew, or exercising reasonable dili- publish, by not later than November 15 of full year after the date of enactment of this part. gence could have known, that such a viola- the year following the year in which this tion was occurring. part is enacted, such standards. Such stand- "(b) No DISCRIMINATION BASED ON HEALTH "(C) WAIVER BY SECRETARY.-In the case of ards shall then be the standards applied STATUS FOR CERTAIN SERVICES.- a violation which is due to reasonable cause under section 2741. "(1);- IN GENERAL.-Except as provided and not to willful neglect, the Secretary "(b) ADDITIONAL ELEMENTS OF REGULATORY under. ragraph (2), health benefit plans may waive part or all of the civil money PROGRAMS.- offered to small employers by carriers may penalty imposed by paragraph (9) to the "(1) IN GENERAL-A State regulatory pro- not deny, limit, or condition the coverage extent that payment of such penalty would gram shall include the following: under (or benefits the plan with respect be grossly excessive relative to the violation "(A) The enforcement under the pro- to basic health services based on the health involved and to the need for deterrent of gram- status, claims experience, receipt of health violations. "(i) shall be designed in manner SO as to care, medical history, or lack of evidence of "(5) ADMINISTRATIVE APPELLATE REVIEW.- secure compliance with's the standards insurability, of un individual. The decision and order of an administrative within 30 days after the date of & finding of "(2) TREATMENT OF PREEKISTING CONDITION law judge under this subsection shall noncompliance with such standards; and EXCLUSIONS FOR ALL SERVICES.- become the final agency decision and order "(ii) shall provide for notice to the Secre- "(A) IN GENERAL -Subject to the succeed- of the Secretary unless, within 30 days, the tary in cases where such compliance is not ing provisions of this paragraph, health Secretary modifies or vacates the decision secured within such 30-day period. benefit plans provided to small employers and order, in which case the decision and "(B) A toll-free tele₁ hone number which by carriers may exclude coverage with re- order of the Secretary shall become Eb final provides- spect to services related to treatment of a order under this subsection. "(i) for a system for the receipt and dispo- preexisting CO ition, but the period of such "(6) JUDICIAL REVIEW.-A carrier adversely sition of consumer complaints or inquiries exclusion may not exceed 6 months. affected by a final order Issued under this regarding compliance. of health benefit "(B). NONAPPLICATION TO NEWBORNS AND subsection may, within 45 days after the date the final order is issued, file a petition and plans with the requirements of this part; SUNSET OF PREEXISTING CONDITION EXCLU- SIONS FOR BASIC HEALTH SERVICES.-The ex- in the Court of Appeals for the appropriate circuit for review of the order. "(ii) information to SIT 11 employers and clusion of coverage permitted under sub- consumers about carriers that offer health paragraph (A) shall not apply to- "(7) ENFORCEMENT OF ORDERS.-If a carrier benefit plans in the area covered by the reg- "(i) services furnished to newborns, or fails to comply with a final order issued ulatory authority. "(ii) basic health services furnished on or under this section against the carrier. the Secretary shall file a suit to seek compliance Such system shall provide for the recording after July 1 of the sixth full year beginning with the order in any appropriate district of consumer complaint in accordance with after the date of the enactment of this part, "(C) CREDITING OF PREVIOUS COVERAGE.- court of the United States. In any such suit, a uniform methodology developed by the NAIC and recognized by the Secretary. "(1) IN GENERAL.-A health benefit plan the validity and appropriateness of the final order shall not be subject to review. "(2) SECRETARIAL AUTHORITY.-In the case. issued to a small employer by a carrier shall provide that if an individual under such "(8) USE OF AMOUNTS COLLECTED.-Civil of a State without a regulatory program ap- money penalties collected under this subsec- proved under subsed Non (a), the Secretary: plan is in period of continuous coverage: tion shall be credited to the AmeriCare shall provide for the establishment of the (as defined in clause (ii)(I) with respect to: Trust Fund. toll-free telephone information and com-1 particular services as of the date of initial plaint system described in paragraph (1), coverage under such plan, any period of ex- "(9) AMOUNT OF CIVIL MONEY PENALTY.- The amount of any civil money penalty im- "(c) SECRETARIAL REVIEW.- clusion of coverage with respect to a preex- posed under this subsection shall not exceed "(1) PERIODIC REVIEW OF STATE REGULATORY isting condition for such services or type of $25,000 for each carrier with respect to PROGRAMS.-The Secretary periodically shall services shall be reduced by 1 month for: review State regulatory programs to deter- each month in the period of continuous-cov- which a violation occurs. Such amount may erage. take into account the penalties imposed by mine if they continue to meet the standards. tion. a State with respect to the same such viola- referred to in subsection (a) and the re- "(ii) DEFINITIONS.-As used in this sub- paragraph: quirements of subsection (b): If the Secre- "(10) NOTICE TO CARRIER IN THE CASE OF IN- tary finds that a State regulatory program "(I) PERIOD OF CONTINUOUS COVERAGE.-The no longer meets such standards and require-- term period of continuous coverage! means, SURED PLANS.-As part of any order issued under this subsection in the case of a health ments, before making & final determination, with respect: to particular services, the the Secretary shall provide the, State an op- period beginning on the date an individual benefit plan, the order shall require that notice be provided to the carrier of the find- portunity to adopt such & plan of correction is enrolled under a health benefit plan ings in the order. as would permit the program to COL Inue to issued to a small employer by a carric "(11) Loss OF STATUS AS A HEALTH BENEFIT meet such standards and requirements. If. which provides the same or substantially the Secretary makes & final determination similar benefits with respect to such services, PLAN.-If a carrier is not in compliance with that the State regulator program, after and ends on the date the individual is not SO subsection (a) and is not determined to have such an opportunity, fails to meet such enrolled for a continuous period of more. than 3 months. June 5, 1991 CONGRESSIONAL RECORD SENATE S 7185 "(II) PREEXISTING CONDITION.-The term "(5) SELF-INSURED HEALTH BENEFIT PLAN.- 'preexisting condition' means, with respect employer, an employee who normally per- The term 'self-insured health benefit w to coverage under a health benefit plan forms on a monthly basis at least 25 hours means 8. health benefit plan in which the issued to a small employer by a carrier, a f.service per week for that employer. small employer or employment-related "(5) NAIC.-The term 'NAIC' means the condition which has b. n diagnosed or group assumes the underwriting risk for the National Association of Insurance Commis- treated during the 3-mo h. period ending plan. (whether or not there is any reinsur- sioners. on the day before the first date of such cov- ance 0" similar mechanism to underwrite & "(6) REFERENCE PREMIUM RATE.-The term erage, except that such term does not in- portic of that risk). 'reference premium rate' means, for each clude a condition which was first diagnosed "(b) CARRIER: EALTH M INTENANCE ORGA- block of business for 8. rating period in a or treated during a period of continuous NIZATION; AND )ther-Definitions RELATING cóverage. community, the lowest premium rate TO CARRIERS.-As used in this part: charged or which could have been charged STANDARDS FOR SIMILAR BENEFITS.- "(1) CARRIER.-The term 'carrier' means by the small employer carrier to small em- The' standards established under section any person that offers 8 health benefit ployers in that block under a rating system 2742 shall establish such criteria for deter- plan, whether through insurance or other- for that block of business in the community mining if benefits substantially similar wise, including a licensed insurance compa- for health benefit plans with the same or as may be necessary to carry out this sub- ny, & prepaid hospital or medical service similar coverage. The reference premium paragraph. plan, 8 health maintenance organization, a rate is determined without regard to any ad- "(c) PERMITTING COVERAGE DURING WAIT- self-insurer carrier, a reinsurance carrier, justment for age or sex described in section ING PERIOD.- and a multiple small employer welfare ar- 2752(c) and without regard to any adjust- "(1) IN GENERAL.-If a health benefit plan rangement (a combination of small employ- ment effected under section 2752(d). issued to a small employer by a carrier im- ers associated for the purpose of providing "(7) STATE-The term 'State' means the poses a waiting period before an eligible in- health benefit plan coverage for their em- dividual may be covered under the plan, the ployees). 50 States and the District of Columbia. plan- "(2) EMPLOYER CARRIER.-The term 'em- "Subpart 2-Small Employer Health Insurance "(A) must make available to the individual ployer carrier'- Reform coverage (including coverage of dependents) "(A) means any carrier which offers "SEC. 2751. ENROLLMENT PRACTICE AND GUARAN- equivalent to the coverage available to the health benefit plans, and TEED RENEWABILITY REQUIREMENTS employee upon the completion of any appli- "(B) includes (unless the context other- FOR HEALTH BENEFIT PLANS ISSUED cable waiting period; and wise requires)- TO SMALL EMPLOYERS. "(i) a self-insurer carrier offering such a "(a) REGISTRATION WITH APPLICABLE REGU- "(B) may not impose for such coverage plan, or LATORY AUTHORITY.- charges that exceed the cost under the plan of providing such coverage with respect to "(ii) a reinsurance carrier offering an "(1) IN GENERAL.-Each carrier (as defined the employee if such waiting period did not health benefit plan that is an reinsurance in section 2744(b)(1)) shall register with the apply. plan. applicable regulatory authority for each "(3) HEALTH MAINTENANCE ORGANIZATION.- State in which it Issues or offers a health Nothing in this paragraph shall be con- The term 'health maintenance organization' benefit plans to small employers. strued as requiring a health benefit plan has the meaning given the term 'eligible or- "(2) No PREEMPTION OF STATE INFORMATION issued to a small employer by 8 carrier to ganization' in section 1876(b) of the Social REQUIREMENTS.-Nothing in paragraph (1) make coverage available to an individual Security Act. shall be construed RS preventing the appli- who no longer has an employment relation- "(4) REINSURANCE CARRIER.-The term 're- cable regulatory authority from requiring, ship (or who is the spouse or dependent of insurance carrier' means the entity assum- in the case of carriers that are not self-in- such an individual) with respect to the plan. ing responsibility for underwriting under an surance carriers, such additional informa- "(2) ELIGIBLE INDIVIDUAL DEFINED.-In employment-related reinsurance plan; but tion in conjunction with, or apart from, the paragraph (1), the term 'eligible individual' does not include a carrier insofar as it di- registration required under paragraph (1) as means, with respect to a health benefit rectly offers 9, health benefit plan. the applicable regulatory authority may be plan, an individual who, but for a waiting "(5) SELF-INSURER CARRIER.-The term authorized to require under State law. period, would be eligible for immediate cov- 'self-insurer carrier' means a carrier that is "(b) GUARANTEED ISSUE.- erage under the plan. not a licensed insurance company, & prepaid "(1) IN GENERAL.-Subject to the succeed- "SEC. 2744. DEFINITIONS. hospital or medical service plan, or a health ing pr. visions of this subsection, a carrier "(a) HEALTH BENEFIT PLAN AND OTHER maintenance organization, that offers a that offers & health benefit plan (including DEFINITIONS RELATING TO HEALTH PLANS.- health benefit plan directly with respect to a reinsurance plan) to small employers lo- As used in this part: an employment-related group. cated in a community must offer the same ("(1) HEALTH BENEFIT PLAN.-The term "(c) GENERAL DEPIKITIONS.-As used in plan to any other small employer located in 'health benefit plan' means any hospital or this part: the community. medical expense incurred policy or certifi- "(1) APPLICABLE REGULATORY AUTHORITY.- "(2) TREATMENT OF HEALTH MAINTENANCE cate, hospital or medical service plan con- The term 'applicable regulatory authority' ORGANIZATIONS.- tract, health maintenance subscriber con- means, with respect to & health benefit plan "(A) GEOGRAPHIC LIMITATIONS.-A health tract, other employee welfare plan (as de- offered in a State, the State commissioner maintenance organization may deny cover- fined in the Employee Retirement Income or superintendent of insurance or other age under 8. health benefit plan to & small Security Act of 1964), or any other health State authority responsible for regulation of employer whose employees are located out- insurance arra gement, and includes an em- health insurance, or, if the Secretary is ex- side the service area of the organization, but ployment-related reinsurance plan (as de- ercising authority under section only if such denial is applied uniformly fined in paragraph (3)), but does not in- 2741(a)(1)(B) in the State, the Secretary. without regard to health status or insurabil- clude- "(2) BLOCK OF BUSINESS.-The term 'block ity. "(A) accident-only, credit, dental, or dis- of business' means all, or a distinct grouping "(B) SIZE LIMITS.-A health maintenance ability income insurance, of, small employers as shown on the records organization may apply to the applicable "(B) coverage issued as a supplement to 11- of the small employer carrier, if established regulatory authority to cease enrolling new ability insurance, consistent with section 2752(b)(3). small employer groups in its health benefit "(C) worker's compensation or similar in- "(3) COMMUNITY.-The term 'community' plan (or in a geographic area served by the surance, or means a geographic area designated by the plan) if it can demonstrate that its financial "(D) automobile medical-payment insur- Secretary as- or administrative capacity to serve previous- ance; "(A) encompassing one or more adjacent ly enrolled groups and individuals (and addi- that is offered by a carrier. metropolitan statistical areas; or tional individuals who will be expected to "(2) SMALL EMPLOYER.-The term 'small "(B) the remaining area within each State enroll because of affiliation with such previ- employer' means, with respect to a calendar (that is not designated within any communi- ously enrolled groups) will be impaired if it ty under subparagraph (A)); year, an employer that normally employs is required to enroll new groups. fewer than 100 employees on during the cal- except that the Secretary may designate an "(3) GROUNDS FOR REFUSAL TO ISSUE OR endar year. entire State as & community if such a desig- RENEW.- "(3) MANAGED CARE PLAN.-The term 'man- nation would better carry out the purposes "(A) IN GENERAL.-A carrier may refuse to of this part. The Secretary from time to aged care plan' has the same meaning given Issue or renew or terminate & health benefit such term by section 2713(7). time may change the boundaries of commu- plan under this part only for- "(4) REINSURANCE PLAN.-The term 'rein- nities designated under subparagraph (A) or "(i) nonpayment of premiums, (B) for such purposes. There hall be no ad- surance plan' means any reinsurance or "(ii) fraud or misrepresents -ion, and similar mechanism that underwrites a por- ministrative or judicial review of the desig- "(iii) failure to meet minimum participa- tion of the risk for a health benefit plan, if nation of communities under this subsec- tion rates (consistent with subparagraph tion. the mechanism is offered directly to a small (B)). employer. "(4) FULL-TIME EMPLOYEE.-The term 'full- "(B) MINIMUM PARTICIPATION RATES.-A time employee' means, with respect to an carrier may require, within the transition S7186 CONGRESSIONAL RECORD SENATE June 5, 1991 period described in section 2743(a), with re- "(1) IN GENERAL-The premiums (includ- mium rate for such plans in the same com- spect to a health benefit plan. that a mini- ing reference premium rate, as defined in munity for similar benefits in the same mum percentage of full-time, permanent section 2744(c)(6), age adjustments under block of business. employees eligible to enroll under the plan subsection (c), and reductions provided be enrolled, SO long as such percentage is "(3) ESTABLISHMENT OF BLOCKS OF BUSI- under subsection (d)) for all health benefit enforced uniformly for all employment NESS.-For the purpose of establishing pre- plans offered to small employers by carriers groups of comparable size. miums for small employer health benefit shall- "(c) MINIMUM PLAN PERIOD.-A carrier plans with similar coverage, the carrier may "(A) be established based on a single colie- may not offer to, or issue with respect to, a sive rating system which is applied consist- establish blocks of business based only on small employer a health benefit plan with a ently for all small employer groups and is one or more of the following characteristics: term of less than 12 months. designed not to treat groups, after the "(A) Plans that are marketed by clearly "(d) GUARANTEED RENEWABILITY.- second effective year (as defined in subsec- different sales forces. "(1) IN GENERAL.- tion (f)), differently based on health status "(B) Plans that have been acquired from "(A) GENERAL RULE.-Subject to the suc- or risk status; and another carrier as a distinct group. ceeding provisions of this subsection, a car- "(B) be actuarially certified annually. "(C) Plans that are managed care-plans. rier shall ensure that a health benefit plan "(2) ACTUARIAL CERTIFIED DEFINED.-For "(D) Plans within another distinct group, issued to a small employer be renewed, at purposes of paragraph (1)(B), a health ben- if the applicable regulatory authority finds the option of the small employer. unless the efit plan is considered to be actuarially cer- that establishment of such a group will en- plan is terminated for the reasons specified tified' if there is a written statement, by a hance the efficiency and fairness of the in subsection (a)(3)(A) or under subpara- member of the American Academy of Actu- small employer insurance marketplace. graph (B). aries or other individual acceptable to the "(c) ADJUSTMENTS TO COMMUNITY- "(B) TERMINATION OF BLOCK OF BUSINESS.- applicable regulatory authority that a carri- RATING.- A carrier need not renew a health benefit er is in compliance with this section, based "(1) IN GENERAL.-Subject to paragraph plan with respect to such a small employer upon the individual's examination, includ- if the carrier-- (2), a health benefit plan offered by a carri- ing a review of the appropriate records and er to a small employer may provide for an "(i) is terminating the block of business of the actuarial assumptions and methods that includes the plan: and adjustment to the reference premium rate utilized by the carrier in establishing premi- "(ii) provides notice to the small employer based on the age and gender of covered indi- um rates for applicable health benefit plans. covered under the plan of such termination viduals. Any such adjustment shall be ap- "(b) USE OF COMMUNITY-RATING.- at least 90 days before the date of expira- plied by the carrier consistently to all small "(1) IN GENERAL.-Except as provided in tion of the plan. employers, except that gender adjustments paragraph (2) and subsection (c): may only be made during the transition In the case of such a termination, the carri- "(A) COMMUNITY RATING WITHIN A BLOCK period. er may not provide for issuance of any OF BUSINESS.-The reference premium rate health benefit plan in any block of business "(2) LIMITATION ON ADJUSTMENT.- charged for health benefit plans offered during the 5-year period beginning on the with similar benefits to small employers in a "(A) IN GENERAL-The adjustment under date of termination of such block of busi- community within a block of business for a paragraph (1) may not result, with respect ness. type of family enrollment (described in sub- to health benefit plans with similar benefits "(C) CONSTRUCTION RESPECTING ADDITIONAL section (e)) shall be the same for all small offered by carriers to small employers in the STATE DISCLOSURE REQUIREMENTS.-Subpara- employers. same block of business in a community. in a graph (B)(ii) shall not be construed as pre- "(B) LIMITING VARIATION ON REFERENCE premium rate for the most expensive age venting the applicable regulatory authority PREMIUM RATES AMONG BLOCKS OF BUSINESS.- group exceeding the applicable percent (as from specifying the information to be in- "(i) IN GENERAL.-Except as provided in defined in subparagraph (B)) of the-premi- cluded in the notice under such subpara- clause (iii), the reference premium rate um rate for the least expensive age group. graph or in requiring such notice to be pro- charged for health benefit plans offered "(B) APPLICABLE PERCENT DEFINED.-In sub- vided at an earlier date. with similar benefits to small employers in paragraph (A) but subject to subparagraph "(2) NOTICE AND SPECIFICATION OF RATES any community for a type of family enroll- (C), the term applicable percent' means- AND ADMINISTRATIVE CHANGES.- ment for the most expensive block of busi- "(i) for the first effective year (as defined "(A) NOTICE.-A carrier offering health ness shall not exceed 120 percent of such in subsection (f)), 200 percent, benefit plans to small employers shall pro- rate charged for such plan for the same "(ii) for the second effective year, 150 per- vide for notice, at least 30 days before the type of family enrollment for the least ex- cent, and date of expiration of the health benefit pensive block of business. "(iii) for any subsequent year. 110 percent. plan, of the terms for renewal of the plan. "(ii) ROLE OF REGULATORY AUTHORITY.-An "(C) ROLE OF REGULATORY AUTHORITY.-An Except with respect to rates and administra- applicable regulatory authority that is a applicable regulatory authority that is a tive changes, the terms of renewal (includ- State may reduce or eliminate the percent State may reduce or eliminate the applica- ing benefits) shall be the same as the terms variation otherwise permitted under clause of issuance. ble percent otherwise applied. (i). "(d) ADJUSTMENT IN RATES PERMITTED IN "(B) RENEWAL RATES SAME AS ISSUANCE "(iii) EXCEPTION.-Clause (i) shall not CASE OF MEDICARE REIMBURSEMENT ELEC- RATES.-The carrier may change the terms apply to health benefit plans offered by car- for such renewal, but the premium rates TION.-A health benefit plan offered by & riers to small employers in a block of busi- charged with respect to such renewal shall carrier to a small employer may compute ness- be the same as that for a new issue. "(I) If the block is one for which the carri- premiums based upon a percentage of the "(C) RATES CANNOT CHANGE MORE OFTEN er does not reject. and never has rejected. reference premium rate otherwise applica- THAN MONTHLY.- small employers included within the defini- ble if the small employer to which the plan "(1) IN GENERAL-A carrier may not change tion of small employers eligible for the is being offered makes the reimbursement the premium rates established with respect block of business or otherwise eligible em- election described in section 2744. Any such to health benefit plans offered for any ployees and dependents who enroll on a adjustment shall be applied consistently to block of business more often than monthly. timely basis, all small employers. "(ii) APPLICATION OF NEW RATES.-A carrier "(II) the carrier does not involuntarily "(e) TYPES OF FAMILY ENROLLMENT.-Each that offers health benefit plans to small em- transfer. and never has involuntarily trans- health benefit plan offered by a carrier to a ployers which becomes effective in a month, ferred. a health benefit plan into or out of small employer shall permit enrollment of shall ensure that the premium rates estab- the block of business, and (and shall compute premiums separately lished under clause (i) for that month shall "(III) that block of business was available for) individuals based on each of the follow- apply to all months during the 12-month for purchase as of the date of the enact- ing beneficiary classes: period beginning with that month. In the ment of this part. "(1) 1 adult. case of a plan renewal which is effective for "(2) TRANSITION.-Notwithstanding para- "(2) A married couple without children. a 12-month period beginning with a month. graph (1)- "(3) 1 adult and 1 child. the premium rates established under clause "(A) during the first effective year (as de- "(4) A married couple with 1 or more chil- (i) with respect to that month shall apply to fined in subsection (f)), the premium rate dren, or 1 adult with 2 or more children. all months during 12-month renewal period. under a health benefit plan issued by a car- "(f) EFFECTIVE YEARS DEFINED.-In this "(3) PERIOD OF RENEWAL.-The period of rier to any small employer may be as much section, the terms 'first effective year' and renewal of each health benefit plan offered as, but may not exceed, 150 percent of the 'second effective year' mean the third and by a carrier to a small employer shall be for reference premium rate for such plans in fourth full years beginning after the date of a period of not less than 12 months. the same community for similar benefits in the enactment of this part. "SEC. 2752. RATING PRACTICES FOR HEALTH BENE- the same block of business; or "(g) EXCEPTION FOR SELF-INSURED CARRI- FIT PLANS OFFERED TO SMALL EM- "(B) during the second effective year, the ERS.-The requirements of this section shall PLOYERS. premium rate under such a policy for any "(&) COHESIVE RATING SYSTEM AND ACTUAR- apply to reinsurance carriers and health small employer may be as much as, but may IAL CERTIFICATION.- benefit plans offered by such carriers to not exceed, 122 percent of the reference pre- small employers. June 1991 CONGRESSIONAL RECORD SENATE S7187 "SEC. 2753. BASIC BENEFIT PACKAGE FOR HEALTH BENEFIT PLANS OFFERED TO SMALL "(1) GENERAL DISCLOSURE.--Eech carrier "(1) lim he amount of risk ceded to the EMPLOYERS. offering health benefit plans to small em- reinsuran ystem: and "(a) IN GENERAL.- ployers shall disclose to each small employ- "(ii) enc rage insurers to manage health "(1) BENEFITS AND COST-SHARING IN HEALTH er before issuing such a plan the following: care costs. BENEFIT PLANS.-Except as provided in para- "(A) The availability (pursuant to the re- "(b) PROTECTION OF HEALTH MAINTENANCE graph (2) and in section 2743(a), no health quirement of section 2753(a)(1)(C)) of a ORGANIZATIONS UNDER REINSURANCE Sys- benefit plan offered by carriers to small em- plan including only basic benefits. TEMS.-No State may establish or enforce & ployers may be issued to a small employer "(B) Whether any plan that is a managed reinsurance system with respect to health unless- care plan or provides for a utilization review insurance policies unless the system pro- "(A) the plan provides for benefits for all program, or both, is available, as required vides for an adjustment in reinsurance pre- basic health services as defined in part B; under section 2753(b). miums (or, in the event of losses to the "(B) the plan does not impose cost-sharing "(C) The option of electing the reimburse- system, assessments) charged to health with respect to basic health services in ment rules, as required under section 2754. maintenance organizations that takes into excess of the deductibles and coinsurance "(D) The limits, imposed under section account- permitted under part B respect to such serv- 2752, on the premiums permitted to be "(1) the higher premiums charged by such ices; and charged for such plans. organizations due to the greater coverage "(C) the carrier makes available to the "(E) The rights of guaranteed issue and provided by such organizations as required small employer a health benefit plan that, renewability provided under section 2751. by law, subject to paragraph (2)(C), only provides Such disclosure shall be in addition to any "(2) the limitations under title XIII on the benefits for basic health services and disclosure required generally of health ben- the amount of risk which such an organiza- the maximum cost-sharing consistent with efit plans under part B. tion can reinsure, and subparagraphs (A) and (B). "(2) SPECIFIC DISCLOSURE UPON REQUEST.- "(3) the ability of such organizations to "(2) EXCEPTIONS.- Each carrier offering health benefit plans manage risk internally. "(A) REQUIRED OFFERING DOES NOT APPLY TO to small employers shall disclose to small "(c) EFFECTIVE DATE-This section shall HMO'S.-Paragraph (1)(C) shall not apply to employer, upon request, information con- take effect on the date of the enactment of a health maintenance organization. cerning the blocks of business established this part.". "(B) ADDITIONAL, OPTIONAL MINIMUM SERV- with respect to such plans and the applica- (b) SOCIAL SECURITY Acr.-The Social Se- ICES.-In meeting the requirement of para- ble premiums for such plans. curity Act is amended by inserting after graph (1)(C), a health benefit plan offered "(3) STANDARD FORMAT.-The disclosure title XII the following new title: by a carrier to a small employer may include under paragraph (1) shall be made in a uni- such additional items and services as the "TITLE XIII-GROUP HEALTH INSURANCE form format established by the Secretary, carrier can demonstrate to the satisfaction STANDARDS after consultation with the NAIC. of the applicable regulatory authority that "(4) EXCEPTIONS.-Faragaph (1) (other "PART A-GENERAL STANDARDS; DEFINITIONS inclusion of such items and services will fa- than subparagraphs (D) and (E)) shall not "APPLICATION OF REQUIREMENTS TO HEALTH cilitate appropriate hospital discharges or apply to a reinsurance carrier with respect BENEFIT PLANS avoid unnecessary hospitalization. to a reinsurance plan. "(b) MANAGED CARE OPTION.-If & carrier "SEC. 1301. (a) PLAN UNDER STATE REGULA- "(b) INFORMATION FILED WITH APPLICABLE (other than a health maintenance organiza- TORY PROGRAM OR CERTIFIED BY THE SECRE- REGULATORY AUTHORITY.- tion or reinsurance carrier) offers health TARY.- benefit plans to an employer that is not a "(1) IN GENERAL-Each carrier offering "(1) IN GENERAL.-No health benefit plan small employer, in a community a health health benefit plans to small employers may be issued in a State on or after the ef- benefit plan that is a managed care plan, shall disclose to the applicable regulatory fective date specified in subsection (c) (and the carrier must make available to small em- authority, in a manner specified by the Sec- no new contract may be offered under such ployers in the community & health benefit retary, information concerning- plan with respect to any small employer be- plan that is such a managed care plan. "(1) blocks of business established; and glaming on or after such effective date) "(c) EXCEPTION FOR REINSURANCE CARRIERS "(2) applicable premiums for health bene- unless- fit plans. AND PLANS.-The requirements of this sec- "(A) the Secretary determines that the tion shall not apply to reinsurance carriers "(2) ADDITIONAL INFORMATION.-Nothing in State has established & regulatory program and reinsurance plans. this subsection shall be construed as limit- that provides for the application and en- "(d) STANDARDIZATION OF BENEFIT PACK- ing the information which an applicable forcement of the applicable standards estab- AGES.-The NAIC shall develop a model to regulatory authority may require to be re- lished under section 1302 (to carry out the standardize benefits to be made available ported by carriers. requirements of this title) and that meets under health benefit plans offered by carri- "SEC. 2756. NONAPPLICATION IN PUERTO RICO AND the requirements of section 1302(b) by such ers to small employers in order to promote THE TERRITORIES. effective date, or consumer understanding and comparison "This subpart shall not apply outside the "(B) if the State has not established such among such plans. 50 States or the District of Columbia. a program, the plan has been certified by "SEC. 2754. TIME-LIMITED MEDICARE REIMBURSE- "Subpart 3-Encouraging Development of the Secretary (in accordance with such pro- MENT OPTION FOR HEALTH BENEFIT Reinsurance Systems cedures as the Secretary establishes) as PLANS OFFERED TO SMALL EMPLOY- meeting the applicable standards estab- ERS NOT PREVIOUSLY OFFERING IN- "SEC. 2758. ENCOURAGING DEVELOPMENT OF REIN- lished under section 1302 by such effective SURANCE COVERAGE. SURANCE SYSTEMS. date. "(a) OPTION MUST BE OFFERED.-Each car- "(a) DEVELOPMENT OF MODELS.- "(2) PLAN DISAPPROVED UNDER LOOK-BEHIND rier offering a health benefit plan to small "(1) IN GENERAL-Not later than October 1 AUTHORITY.-If the Secretary determines, employers meeting the requirements of sec- of the year following the year in which this under section 1302(c), that a health benefit tion 351(a) of the HealthAmerica Act shall part is enacted, the NAIC shall develop sev- plan does not meet the applicable require- offer the small employer the option of eral models of legislation for the enactment ments of this title on or after such effective having payment under the plan made for of reinsurance systems that may be used by date, regardless of whether or not the State basic health benefits at rates no higher States with respect to health insurance poli- has taken any action with respect to such than the payment rates established under cies (including health benefit plans offered noncompliance, no new contracts may be of- part B for such services. The provisions of to small employers). fered to small employers under the plan on section 1848(g)(3) of the Social Security Act "(2) SPECIFIC MODELS.-Such models shall or after the date of the determination. shall not be considered to apply under this Include at least 1 of each of the following 3 "(b) SANCTIONS.- subsection. models: "(1) COMPLAINTS AND INVESTIGATIONS.-The "(b) APPLICATION OF MEDICARE BILLING "(A) A model providing for voluntary par- LIMITATIONS.-In the case of P. small em- Secretary shall establish procedures- ticipation by insurers. ployer that elects the option offered under "(A) for individuals and entities to file "(B) A model providing for insurer partici- subsection (a) with respect to a health bene- written, signed complaints with the Secre- pation on a retrospective basis. fit plan, the limitations on charges that may tary respecting potential violations of the "(C) A model providing for the case man- be made under medicare shall apply to indi- requirements of this title; agement of services for individual claims or viduals receiving benefits under the plan. "(B) for the investigation of those com- groups which are reinsured through the "(c) EXCEPTION FOR REINSURANCE PLAN.- plaints which have a substantial probability system. Subsection (a) shall not apply to reinsur- of validity; and "(3) TERMS OF MODELS.-Each of the ance plans. "(C) for the investigation of such other models- violations of the requirements of this title "SEC. 2755. MISCELLANEOUS DISCLOSURE AND "(A) shall be consistent with the provi- RECORD-KEEPING as the Secretary determines to be appropri- REQUIREMENTS sions of this part (including those relating FOR HEALTH BENEFIT PLANS OF- ate. FERED TO SMALL EMPLOYERS. to community-rated premiums), and "(2) AUTHORITY IN INVESTIGATIONS.-In "(a) DISCLOSURE.- "(B) shall include deductibles and coinsur- conducting investigations and hearings ance which- under this subsection- S7188 CONGRESSIONAL RECORD SENATE June 5, 1991 "(A) agents of the Secretary and adminis- in the Court of Appeals for the appropriate trative law judges shall have reasonable "(i) for a system for the receipt and dispo- circuit for review of the order. access to examine evidence of any person or sition of consumer complaints or inquiries "(7) ENFORCEMENT OF ORDERS.-If a carrier entity being investigated; and regarding compliance of health benefit fails to comply with a final order issued "(B) administrative law judges, may, if plans with the requirements of this title: under this section against the carrier, the and necessary, compel by subpoena the attend- Secretary shall file a suit to ek compliance ance of witnesses and the production of evi- "(ii) information to small employers and with the order in any appropriate district dence at any designated place or hearing. consumers about carriers that offer health court of the United States. In any such suit, In case of contumacy or refusal to obey a the validity and appropriateness of the final benefit plans in the area covered by the reg- subpoena lawfully issued under this subsec- order shall not be subject to review. ulatory authority. tion and upon application of the Secretary, "(8) USE OF AMOUNTS COLLECTED.-Civil Such system shall provide for the recording an appropriate district court of the United money penalties collected under this subsec- of consumer complaints in accordance with States may issue an order requiring compli- tion shall be credited to the AmeriCare & uniform methodology developed by the ance with such subpoena and any failure to Trust Fund. NAIC and recognized by the Secretary. obey such order may be punished by such "(9) AMOUNT OF CIVIL MONEY PENALTY.- "(2) SECRETARIAL AUTHORITY.-In the case court as a contempt thereof. The amount of any civil money penalty im- of a State without a regulatory program ap- "(3) HEARING.- posed under this subsection shall not exceed proved under subsection (a), the Secretary "(A) IN GENERAL-Before imposing an $25,000 for each carrier with respect to shall provide for the establishment of the order described in paragraph (4) against & which a violation occurs. Such amount may toll-free telephone information and com- carrier under this subsection for a violation take into account the penalties imposed by plaint system described in paragraph (1). of the requirements of this title, the Secre- a State with respect to the same such viola- "(c) SECRETARIAL REVIEW.- tary shall provide the carrier with notice tion. "(1) PERIODIC REVIEW OF STATE REGULATORY and, upon request made within a reasonable "(10) NOTICE TO CARRIER IN THE CASE OF IN- PROGRAMS.-The Secretary periodically shall time (of not less than 30 days. as established SURED PLANS.-As part of any order issued review State regulatory programs to deter- by the Secretary) of the date of the notice, under this subsection in the case of a health mine if they continue to meet the standards a hearing respecting the violation. benefit plan, the order shall require that referred to in subsection (a) and the re- "(B) CONDUCT OF HEARING.-Any hearing SO notice be provided to the carrier of the find- quirements of subsection (b). If the Secre- requested shall be conducted before an ad- ings in the order. tary finds that a State regulatory program ministrative law judge under section 201. If "(11) Loss OF STATUS AS A HEALTH BENEFIT no longer meets such standards and require- no hearing is SO requested, the Secretary's PLAN.-If a carrier is not in compliance with ments, before making a final determination, imposition of the order shall constitute a subsection (a) and is not determined to have the Secretary shall provide the State an op- final and unappealable order. come into compliance with the applicable portunity to adopt such a plan of correction "(C) ISSUANCE OF ORDERS.-If the adminis- standards within 6 months after the date of as would permit the program to continue to trative law judge determines, upon the pre- the initial determination of such a violation, meet such standards and requirements. If ponderance of the evidence received, that a such carrier shall be subject to the provision the Secretary makes a final determination carrier named in the complaint has violated of this subsection. "(12) EXCISE TAX.-A carrier that is not in that the State regulatory program, after the requirements of this title, the adminis- such an opportunity, fails to meet such trative law judge shall state the findings of compliance with subsection (a) shall be sub- fact and issue and cause to be served on ject to the tax described in section 4980C of standards and requirements, the Secretary such carrier an order described in para- the Internal Revenue Code of 1986. shall assume responsibility under section graph (4). "(c) EFFECTIVE DATE.-The effective date 1301(a)(1)(B) with respect to plans in the State. "(4) ENFORCEMENT AND CIVIL MONEY PENAL- specified in this subsection is January 1 of the third full year that begins after the date "(2) LOOK-BEHIND AUTHORITY.-In the case TY.- of the enactment of this part. of a State with a regulatory program found "(A) ENFORCEMENT.-Subject to the provi- by the Secretary to meet the standards and sions of this paragraph, an order issued "ESTABLISHMENT OF STANDARDS under this subsection- requirements under this title, the Secretary "(i) shall require the carrier- "SEC. 1302. (a) ESTABLISHMENT OF STAND- nonetheless is authorized to determine ARDS.- "(I) to cease and desist from such viola- whether or not health benefit plans offered tions; and "(1) NAIC.-The Secretary shall request by carriers in the State have failed to the NAIC- "(II) to pay a civil penalty as required in comply with the applicable requirements of paragraph (9); and "(A) to develop specific standards, in the this title. "(ii) may require the carrier to take such form of a model Act and model regulations, "(d) GAO AUDITS.-The Comptroller Gen- other corrective action as is appropriate. to implement the requirements of this title; eral shall conduct periodic audits on a and "(B) CORRECTIONS WITHIN 30 DAYS.-No sample of State regulatory programs to de- order shall be imposed under this subsection "(B) to report to the Secretary on such de- termine their compliance with the require- velopment; by reason of any violation if the carrier es- ments of this section. The Comptroller Gen- by not later than October 1 of the year fol- tablishes that- to the satisfaction of the Secretary eral shall report to the Secretary and Con- lowing the year in which this title is en- gress on the findings in such audits. "(i) such violation was due to reasonable acted. If the NAIC develops such standards within such period and the Secretary finds "TRANSITIONAL REQUIREMENTS APPLICABLE TO cause and not to willful neglect; and "(ii) such violation is corrected within the that such standards implement the require- ALL HEALTH BENEFIT PLANS ISSUED TO SMALL 30-day period beginning on earliest date the ments of this title, such standards shall be EMPLOYERS the standards applied under section 1301. "SEC. 1303. (a) APPLICATION.-The require- carrier knew, or exercising reasonable dili- "(2) SECRETARY.-If the NAIC fails to de- ments of this section shall apply only to gence could have known, that such a viola- tion was occurring. velop and report on such standards by such health benefit plans offered to small ein- "(C) WAIVER BY SECRETARY.-In the case of date or the Secretary finds that such stand- ployers during the period that begins on the a violation which is due to reasonable cause ards do not implement the requirements of effective date of this title and ends in the and not to willful neglect. the Secretary this title, the Secretary shall develop and case of a small employer. on the date that publish, by not later than November 15 of begins the fifth full year after the date of may waive part or all of the civil money penalty imposed by paragraph (9) to the the year following the year in which this enactment of this title. title is enacted, such standards. Such stand- extent that payment of such penalty would "(b) No DISCRIMINATION BASED ON HEALTH be grossly excessive relative to the violation ards shall then be the standards applied STATUS FOR CERTAIN SERVICES.- under section 1301. involved and to the need for deterrence of "(1) IN GENERAL.-Except as provided violations. "(b) ADDITIONAL ELEMENTS OF REGULATORY under paragraph (2), health benefit plans PROGRAMS.- "(5) ADMINISTRATIVE APPELLATE REVIEW.- offered to small employers by carriers may The decision and order of an administrative "(1) IN GENERAL-A State regulatory pro- not deny, limit, or condition the coverage law Judge under this subsection shall gram shall include the following: under (or benefits of) the plan with respect become the final agency decision and order "(A) The enforcement under the pro- to basic health services based on the health gram- of the Secretary unless, within 30 days. the status, claims experience, receipt of health Secretary modifies or vacates the decision "(i) shall be designed in a manner so as to care, medical history, or lack of evidence of and order, in which case the decision and secure compliance with the standards insurability. of an individual. order of the Secretary shall become a final within 30 days after the date of a finding of "(2) TREATMENT OF PREEXISTING CONDITION order under this subsection. noncompliance with such standards; and EXCLUSIONS FOR ALL SERVICES.- "(6) JUDICIAL REVIEW.- carrier adversely "(ii) shall provide for notice to the Secre- "(A) IN GENERAL.-Subject to the succeed- affected by & final order Issued under this tary in cases where such compliance is not ing provisions of this paragraph, health subsection may, within 45 days after the secured within such 30-day period. benefit plans provided to small employers date the final order is issued, file & petition "(B) A toll-free telephone number which by carriers may exclude coverage with re- provides- spect to services related to treatment of 8 June 5, 1991 CONGRESSIONAL RECORD SENATE preexisting condition, but the period of such S7189 "REFINITIONS exclusion may not exceed 0 months. 1304. (a) HEALTH PLAN AND OTHER maintenance Trannization, that offers "(B) NONAPPLICATION TO NEWRORNS AND L. ITIONS RELATING TO HEALTH PLANS.- health benefit Plan directly with respect to a SUNSET OF PREERISTING CONDITION EXCLU- A 1 in this title: an employ contractated group. SIONS FOR BASIC HEALTH SERVICES.-The ex- HEALTH BENEFIT PLAN.-The term clusion of coverage permitted under sub- this title: "(e) C. KRAL DEFINITIONS.-As used in '} th benefit plan' means any hospital or paragraph (A) shall not apply to- medical expense incurred policy or certifi- "(1) APPLICABLE REGULATORY AUTHORITY.- "(i) services furnished to newborns, or cate, hospital or medical service plan con- The term 'Riplicable regulatory authority' "(ii) basic health services furnished on or tract, health maintenance subscriber con- means, with resumet to a health benefit plan after July 1 of the sixth full year beginning tract, other employee welfare plan (as de- offered In 11. State, the State commissioner after the date of the enactment of this title. fined in the Employee Retirement Income "(C) CREDITING OF PREVIOUS COVERAGE.- a or other Security Act of 1964), or any other health of "(D, IN GENERAL-A health benefit plan insurance arrangement, and includes an em- erclaing or, if the Secretary is ex- issued to a small:employer by a carrier shall ployment-related reinsurance plan (as de- authority under section provide that If an individual under such fined in paragraph (3)), but does not in- plan is in a period of continuous coverage clude- "(2) BUSINESS.-The term 'block the State, the Secretary. (as defined in clause (ii)(I)) with respect to "(A) accident-only, credit, dental, or dis- of business means all, or a distinct grouping particular services as of the date of initial ability income insurance, of, small employers as shown on the records "(B) coverage issued as a supplement to 11- of the small carrier, established coverage under such plan, any period of ex- clusion of coverage with respect to a preex- ability insurance, isting condition for such services or type of "(C) worker's compensation or similar in- services shall be reduced by 1 month for surance, or; Secretary III.-- area designated by the each month in the period of continuous COV- "(D) automobile medical-payment insur- erage. ance; one or more adjacent "(ii) DEFINITIONS.-As used in this sub- that is offered by a carrier. paragraph: employer' means, with respect to a calendar (that In not designated within any communi- the remaining area within each State areas; or "(2) SMALL EMPLOYER.-The term 'small "(I) PERIOD OF CONTINUOUS COVERAGE.-The year, an employer that normally employs Ly under subparagraph (A)); term 'period of continuous coverage' means, with respect to particular services, the fewer than 100 employees on during the cal- except that the Hecretary may designate an endar year. period beginning on the date an individual nation would better carry out the entire Blater as a community if such a desig- "(3) MANAGED CARE PLAN.-The term 'man- is enrolled under a health benefit plan aged care plan' has the same meaning given of this title. The Secretary from purposes time to issued to a small employer by a carrier such term by section 2108(a)(6). time may change the boundaries of commu- which provides the same or substantially "(4) REINSURANCE PLAN.-The term 'rein- (B) for much purposes. There shall be no ad- nities designated under subparagraph (A) or similar benefits with respect to such services surance plan' means any reinsurance or and ends on the date the individual is not so similar mechanism that underwrites a por- ministrative or Indicial review of the desig- enrolled for a continuous period of more tion of the risk for & health benefit plan, If tion. nation of communities under this subsec- than 3 months. the mechanism is offered directly to a small "(II) PREEMISTING CONDITION.-The term employer. "(4) FOLLTIME EMPLOYEE.-The term 'full- 'preexisting condition' means, with respect "(5) SELF-INSURED HEALTH BENEFIT PLAN.- time employee' means, with respect to an to coverage under a health benefit plan The term 'self-insured health benefit plan' means a health benefit plan in which the forms of on $1 monthly basis at least 25 hours employer, an employee who normally per- issued to a small employer by a carrier, a condition which has been diagnosed or small employer or employment-related service bor week for that employer. treated during the 3-month period ending group assumes the underwriting risk for the term 'NAIC' means the on the day before the first date of such cov- plan (whether or not there is any reinsur- of Insurance Commis- erage, except that such term does not in- ance or similar mechanism to underwrite a clude a condition which was first diagnosed portion of that risk). "(0) INSTRUCTION PREMIUM RATE.-The term or treated during a period of continuous "(b) CARRIER; HEALTH MAINTENANCE ORGA- "reference premium rate' means, for each coverage. NIZATION; AND OTHER DEFINITIONS RELATING block of business for a rating period in a "(iii) STANDARDS FOR SIMILAR BENEFITS.- TO CARRIERS.-As used in this title: community. they lowest premium rate The standards established under section "(1) CARRIER.-The term 'carrier' means charged 188 which could have been charged 1302 shall establish such criteria for deter- any person that offers a health benefit by the Himall employer carrier to small em- mining if benefits are substantially similar plan, whether through insurance or other- players for In that block under a rating system as may be necessary to carry out this sub- wise, including a licensed Insurance compa- for that block of business in the community paragraph. ny, a prepaid hospital or medical service health benefit plans with the same "(c) PERMITTING COVERAGE DURING WAIT- plan, a health maintenance organization, a Birrilar The reference premium or ING PERIOD.- self-insurer carrier, a reinsurance carrier, rav: Is determines without regard to any ad- and a multiple small employer welfare ar- justment give age of sex described in section "(1) IN GENERAL.-If a health benefit plan issued to a small employer by a carrier im- rangement (R combination of small employ- 1312(c) und without regard to any adjust- ers associated for the purpose of providing ment effected under section 1312(d). poses a waiting period before an eligible in- dividual may be covered under the plan, the health benefit plan coverage for their em- ployees). 60 States win the District of Columbia. "(") BTATE-TIR term 'State' means the plan- "(2) EMPLOYER CARRIER.-The term 'em- "(A) must make available to the individual "PART H-KIRALL EMPLOYER HEALTH ployer carrier'- coverage (including coverage of dependents) INSURANCE REFORM "(A) means any carrier which offers equivalent to the coverage available to the health benefit plans, and "ERROLLMENT PRINTICE AND GUARANTEED RE- employee upon the completion of any appli- "(B) includes (unless the context other- DEVIREMENT ***WIREMENTS FOR HEALTH BEN- cable waiting period; and wise requires)- EPIT PLANS main TO SMALL EMPLOYERS "(B) may not impose for such coverage "(i) a self-insurer carrier offering such a CABLE WITH APPLI- charges that exceed the cost under the plan plan, or of providing such coverage with respect to "(ii) a reinsurance carrier offering a in section shall register with the carrier (as defined the employee if such waiting period did not health benefit plan that is a reinsurance apply. plan. applicable registory authority for each Nothing in this paragraph shall be con- "(3) HEALTH MAINTENANCE ORGANIZATION.- State in which 1, Issues or offers a health strued as requiring a health benefit plan The term 'health maintenance organization' benefit Maria is small issued to a small employer by a carrier to has the meaning given the term "eligible or- INFORMATION make coverage available to an individual ganization' in section 1876(b). paragraph (1) who no longer has an employment relation- "(4) REINSURANCE CARRIER.-The term "re- ship (or who is the spouse or dependent of insurance carrier' means the entity assum- cable in registality authority from requiring, the appli- such an individual) with respect to the plan. ing responsibility for underwriting under an the can 78 that are not self-in- "(2) ELIGIBLE INDIVIDUAL DEFINED.-In employment-related reinsurance plan, but surance informa- paragraph (1), the term 'eligible individual' does not include a carrier Insofar as It di- rectly offers a health benefit plan. the the apart from, the means, with respect to 8 health benefit paragraph (1) as plan, an individual who, but for a waiting "(5) SELF-INSURER CARRIER.-The term 'self-insurer carrier' means a carrier that 18 withorizen "If require under State law. regulatory authority may be period, would be eligible for immediate 00V- "(b) erage under the plan. not a licensed insurance company, 2 prepaid hospital or medical service plan, or a health mg providente of this subsection, a carrier "II) In Subtotact to the succeed- 7190 CONGRESSIONAL RECORD - SENATE June 5. 1991 that offers a health benefit plan (including vide for notice, at least 30 days before the type of family enrollment for the least ex- a reinsurance plan) to small employers lo- date of expiration of the health benefit cated in a community must offer the same pensive block of business. plan. of the terms for renewal of the plan. an to any. other small employer located in "(ii) ROLM 0 REGULATORY AUTHORITY.-An Except with respect to rates and administra- the community. applicable datory authority that is a tive changes, the terms of renewal (includ- "(2) TREATMENT OF HEALTH MAINTENANCE State ma: reduce or eliminate the percent ing benefits) shall be the same as the terms ORGANIZATIONS.- variation otherwise permitted. under clause of issuance. "(A) GEOGRAPHIC LIMITATIONS.-A health (1). "(B) RENEWAL RATES SAME AS ISSUANCE maintenance organization may deny cover- "(iii) EXCEPTION.-Clause (i) shall not RATES.-The carrier may change the terms age under a health benefit plan to a small apply to health benefit plans offered by car- for such renewal, but the premium rates employer whose employees are located out. riers to small employers in a block of busi- charged with respect to such renewal shall side the service area of the organization, but ness- be the same as that for a new issue. only if such denial is applied uniformly "(I) if the block is one for which the carri- "(C) RATES CANNOT CHANGE MORE OFTEN without regard to health status or insurabil- er does not reject, and never has rejected. THAN MONTHLY.- ity. "(i) IN GENERAL.-A carrier may not change small employers included within the defini- "(B) SIZE LIMITS.-A health maintenance the premium rates established with respect tion of small employers eligible for the organization may apply to the applicable to health benefit plans offered for any block of business or otherwise eligible em- regulatory authority to cease enrolling new block of business more often than monthly. ployees and dependents who enroll on a small employer groups in its health benefit "(ii) APPLICATION OF NEW RATES.-A carrier timely basis, plan (or in a geographic area served by the that offers health benefit plans to small em- "(II) the carrier. does not involuntarily plan) if it can demonstrate that its financial ployers which becomes effective in a month, transfer. and never has involuntarily trans- or administrative capacity to serve previous- shall ensure that the premium rates estab- ferred, a health benefit plan into or out of ly enrolled groups and individuals (and addi- lished under clause (i) for that month shall the block of business, and tional individuals who will be expected to apply to all months during the 12-month "(III) that block of business was available enroll because of affiliation with such previ- period beginning with that month. In the for purchase as of the date of the enact- ously enrolled groups) will be impaired if it case of a plan renewal which is effective for ment of this title. is required to enroll new groups. "(3) GROUNDS FOR REFUSAL TO ISSUE OR a 12-month period beginning with a month, "(2) TRANSITION.-Notwithstanding para- the premium rates established under clause graph (1)- RENEW.- "(A) IN GENERAL.-A carrier may refuse to (i) with respect to that month shall apply to "(A) during the first effective year (as de- all months during 12-month renewal period. fined in subsection (f)), the premium rate issue or renew or terminate a health benefit "(3) PERIOD OF RENEWAL-The period of under a health benefit plan issued by a car- plan under this part only for- "(i) nonpayment of premiums, renewal of each health benefit plan offered rier to any small employer may be as much by a carrier to a small employer shall be for as, but-may not exceed, 150 percent of the "(ii) fraud or misrepresentation, and "(iii) failure to meet minimum participa- a period of not less than 12 months. reference premium rate for such plans in "RATING PRACTICES FOR HEALTH BENEFIT PLANS the same community for similar benefits in tion rates (consistent with subparagraph the same block of business; or (B)). OFFERED TO SMALL EMPLOYERS "(B) during the second effective year, the "(B) MINIMUM PARTICIPATION RATES.-A "SEC. 1312. (a) COHESIVE RATING SYSTEM premium rate under such a policy- for any carrier may require; within the transition AND ACTURIAL CERTIFICATION.- small employer may be as much as, but may period described in section 1303(a), with re- "(1) IN GENERAL-The premiums (includ- not exceed, 122 percent of the reference pre- spect to a health benefit plan, that a mini- ing reference premium rate, as defined in mium for such plans in the same com- mum percentage of full-time, permanent section 1304(c)(6), age adjustments under munity for similar benefits in the same employees eligible to enroll under the plan subsection (c), and reductions provided block of business. be enrolled, so long as such percentage is.en- under subsection (d)) for all health benefit "(3) ESTABLISHMENT OF BLOCKS OF RUSI- forced uniformly for all employment groups plans offered to small employers by carriers of comparable size. NESS.-For the purpose of establishing pre- shall- miums for small. employer healt benefit "(c) MINIMUM PLAN PERIOD.-A carrier "(A) be established based on a single cohe- plans with similar coverage, the can ier may may not offer to, or issue with respect to, a sive rating system which is applied consist- establish blocks of. business based only on small employer a health benefit plan with a ently for all small employer groups and is term of less than 12 months. one or more of the following characteristics: designed not to treat groups. after the "(d) GUARANTEED RENEWABILITY.- "(A) Plans that are marketed by clearly second effective year (as defined in subsec- different sales forces. "(1) IN GENERAL.- tion (f)), differently based on health status "(A) GENERAL RULE.-Subject to the suc- "(B) Plans that have been acquired from or risk status; and ceeding provisions of this subsection, a car- another carrier'as a distinct group. "(B) be actuarially certified annually. rier shall ensure that a health benefit plan "(C) Plans that are managed care plans. "(2) ACTUARIAL CERTIFIED DEFINED.-For issued to a small employer be renewed, at "(D) Plans within another distinct group, purposes of paragraph (1)(B), & health ben- the option of the small employer, unless the if the applicable regulatory authority finds efit plan is considered to be actuarially cer- plan is terminated for the reasons specified that establishment of such a group will en- in subsection (a)(3)(A) or under subpara- tified' if there is a written statement, by a hance the efficiency and fairness of the graph (B). member of the American Academy of Actu- small employer insurance marketplace. "(B) TERMINATION OF BLOCK OF BUSINESS.- aries or other individual acceptable to the "(c) ADJUSTMENTS TO COMMUNITY- A carrier need not renew a health benefit applicable regulatory authority that a carri- RATING.- er is in compliance with this section, based plan with respect to such a small employer "(1) IN GENERAL.Subject to paragraph if the carrier- upon the individual's examination, includ- (2), a health benefit plan offered by a carri- "(i) is terminating the block of business ing a review of the appropriate records and er to a small employer may provide for an that includes the plan; and of the actuarial assumptions and methods adjustment to the reference premium rate utilized by the carrier in establishing premi- "(ii) provides notice to the small employer based on the age and gender of covered indi- covered under the plan of such termination um rates for applicable health benefit plans. viduals. Any such adjustment shall be ap- "(b) USE OF COMMUNITY-RATING. at least 90 days before the date of expira- plied by the carrier consistently to all small tion of the plan. "(1) IN GENERAL.-Except as provided in employers, except that adjustment based on paragraph (2) and subsection (c): In the case of such a termination, the carri- gender may only be made during the transi- "(A) COMMUNITY RATING WITHIN A BLOCK tion period. er may not provide for issuance of any health benefit plan in any block of business OF BUSINESS.-The reference premium rate "(2) LIMITATION ON ADJUSTMENT.- during the 5-year period beginning on the charged for health benefit plans offered "(A) IN GENERAL-The adjustment under with similar benefits to small employers in a date of termination of such block of busi- paragraph (1) may not result, with respect community within R. block of business for a ness. to health benefit plans with similar benefits type of family enrollment (described in sub- "(C) CONSTRUCTION RESPECTING ADDITIONAL offered by carriers to small employers in the section (e)) shall be the same for all small STATE DISCLOSURE REQUIREMENTS.-Subpara- same block of business in a community, in a employers. graph (B)(ii) shall not be construed as pre- premium rate for the most expensive age "(B) LIMITING VARIATION ON REFERENCE venting the applicable regulatory authority group exceeding the applicable percent (as PREMIUM RATES AMONG BLOCKS OF BUSINESS.- from specifying the information to be in- defined in subparagraph (B)) of the premi- "(1) IN GENERAL.-Except as provided in cluded in the notice under such subpara- um rate for the least expensive age group. clause (iii), the reference premium rate graph or in requiring such notice to be pro- "(B) APPLICABLE PERCENT DEFINED.-In sub- charged for health benefit plans offered vided at an earlier date. paragraph (A) but subject to subparagraph with similar benefits to-small employers in "(2) NOTICE AND SPECIFICATION OF RATES (C), the term 'applicable percent' means- any community for a type of family enroll- AND ADMINISTRATIVE CHANGES.- "(1) for the first effective year (as defined ment for the most expensive block of busl- "(A) NOTICE.-A carrier offering health in subsection (f)) 200 percent. ness shall not exceed 120 percent of such benefit plans to small employers shall pro- "(ii) for the second effective year. 150 per- rate charged for such plan for the same cent, and June 5, 1991 CONGRESSIONAL RECORD - SENATE 7191 "(iii) for any subsequent year, 110 percent. "(C) ROLE OF REGULATORY AUTHORITY.-An "(d) STANDARDIZATION OF BENEFIT PACK- "(1) blocks of business established; and applicable regulatory authority that is a AGES.--The NAIC shall develop a model to "(2) applicable premiums for health bene- State may reduce or eliminate the applica- standardize benefits to be made available fit plans. ble percent otherwise applied. under health benefit plans offered by carri- "(2) ADDITIONAL INFORMATION.-Nothing in "(d) ADJUSTMENT IN RATES PERMITTED IN ers to small employers in order to promote this subsection shall be construed as limit- CASE OF MEDICARE REIMBURSEMENT ELEC- consumer understanding and comparison ing the information which an applicable TION.-A health 1. nefit plan offered by & among such plans. regulatory authority may require to be re- carrier to a small employer may compute "TIME-LIMITED MEDICARE REIMBURSEMENT ported by carriers. premiums based upon a percentage of the OPTION FOR HEALTH BENEFIT PLANS OFFERED "NONAPPLICATION IN PUERTO RICO AND THE reference premlum rate otherwise applica- TO SMALL EMPLOYERS NOT PREVIOUSLY OF- TERRITORIES ble if the small employer to which the plan FERING INSURANCE COVERAGE is being offered makes the reimbursement "SEC. 1314. (a) OPTION MUST BE OFFERED.- "Sec. 1316. This part shall not apply out- election described in-section 1314. Any such side the 50 States or the District of Colum- Each carrier offering a health benefit plan bia. adjustment shall be applied consistently- to to small employers meeting the require- all small employers. ments of section 351(a) of the HealthAmer- "PART C-ENCOURAGING DEVELOPMENT OF "(e) TYPES OF FAMILY ENROLLMENT.-Each ica: Act shall offer the small employer the REINSURANCE SYSTEMS health benefit plan offered by a carrier to & option of having payment under the plan "ENCOURAGING DEVELOPMENT OF REINSURANCE small employer shall permit enrollment of made for basic health services at rates no SYSTEMS (and shall, compute premiums separately higher than the payment rates established for) individuals based on each of the follow- "SEC. 1321. (a) DEVELOPMENT OF MODELS.- under title XVIII for such benefits. The ing beneficiary classes: "(1) IN GENERAL.-Not later than October 1 provisions of section 1848(g)(3) shall not be "(1) 1 adult. of the year following the year in which this considered to apply under this subsection. "(2) A married couple without children. "(b) APPLICATION OF MEDICARE BILLING title is enacted, the NAIC shall develop sev- "(3) 1 adult and 1 child. eral models of legislation for the enactment LIMITATIONS.-In the case of a small em- "(4) A married couple with 1 or more chil- ployer that elects the option offered under of reinsurance systems that may be used by dren, or 1 adult with 2 or more children. subsection (a) with respect to a health bene- States with respect to health insurance poli- "(f) EFFECTIVE YEARS DEFINED.-In this fit plan, the limitations on charges that may cies (including health benefit plans offered section, the terms 'first effective year' and to small employers). be made under medicare shall apply to indi- 'second effective year' mean the third and "(2) SPECIFIC MODELS.Such models shall viduals receiving benefits under the plan. fourth full years beginning after the date of The sanctions imposed under the medicare include at least 1 of each of the following 3 models: the enactment of this part. program (and title XI), including exclusion "(g) EXCEPTION FOR SELF-INSURED CARRI- under such program and the imposition of "(A) A model providing for voluntary par- ERS.-The requirements of this section shall ticipation by insurers. civil money penalties for violations of such apply to reinsurance carriers and health limitations, apply to violations of the limita- "(B) A model providing for insurer partici- benefit plans offered by such carriers to pation on a retrospective basis. tions imposed under this subsection. small employers. "(C) A model providing for the case man- "(c) EXCEPTION FOR REINSURANCE PLAN.- agement of services for individual claims or "BASIC BENEFIT PACKAGE FOR HEALTH BENEFIT Subsection (a) shall not apply to reinsur- PLANS OFFERED TO SMALL EMPLOYERS ance plans. groups which are reinsured through the system. "SEC. 1313. (a) IN GENERAL.- "MISCELLANEOUS DISCLOSURE AND RECORD- "(3) TERMS OF MODELS.-Each of the "(1) BENEFITS AND COST-SHARING IN HEALTH KEEPING REQUIREMENTS FOR HEALTH BENEFIT models- BENEFIT PLANS.-Except as provided in para- PLANS OFFERED TO SMALL EMPLOYERS "(A) shall be consistent with the provi- graph (2) and in section 1303(a), no health "SEC. 1315. (a) DISCLOSURE.- sions of this title (including those relating penefit plan offered by carriers to small em- "(1) GENERAL DISCLOSURE.-Each carrier to community-rated premiums), and bloyers mless- may be issued to a small employer offering health benefit plans to small em- "(B) shall include deductibles and coinsur- ployers shall disclose to each small employ- ance which- "(A) the plan provides for benefits for all er before issuing such a plan the following: "(i) limit the amount of risk ceded to the basic health services as defined in section "(A) The availability (pursuant to the re- reinsurance system; and 1182(1); quirement of section 1313(a)(1)(C)) of a "(ii) encourage insurers to manage health "(B) the plan does not impose cost-sharing plan including only basic benefits. care costs. with respect to basic health services in "(B) Whether any plan that is a managed "(b) PROTECTION OF HEALTH MAINTENANCE excess of the deductibles and coinsurance care plan or provides for a utilization review ORGANIZATIONS UNDER REINSURANCE Sys- permitted under section 2103 with respect program, or both, is available, as required TEMS.-No State may establish or enforce a to such services; and under section 1313(b). reinsurance system with respect to health "(C) the carrier makes available to the "(C) The option of electing the reimburse- insurance policies unless the system pro- small employer a health benefit plan that, ment rules, as required under section 1314. vides for an adjustment in reinsurance pre- subject to paragraph (2)(C), only provides "(D) The limits, imposed under section miums (or, in the event of losses to the the benefits for basic health services and 1312, on the premiums permitted to be system, assessments) charged to health the maximum cost-sharing consistent with charged for such plans. maintenance organizations that takes into subparagraphs (A) and (B). "(E) The rights of guaranteed issue and account- "(2) EXCEPTIONS.- renewability provided under section 1311. "(1) the higher premiums charged by such "(A) REQUIRED OFFERING DOES NOT APPLY TO HMO's.-Paragraph (1)(C) shall not apply to Such disclosure shall be in addition to any organizations due to the greater coverage disclosure required generally of health ben- provided by such organizations as required a health maintenance organization. efit plans under section 2725 of the Public by law, "(B) ADDITIONAL, OPTIONAL MINIMUM SERV- Health Service Act. "(2) the limitations under title XIII of the ICES.-In meeting the requirement of para- graph (1)(C), a health benefit plan offered "(2) SPECIFIC DISCLOSURE UPON REQUEST.- Public Health Service Act on the amount of by a carrier to a small employer may include Each carrier offering health benefit plans risk which such an organization can rein- to small employers shall disclose to small sure, and such additional items and services as the carrier can demonstrate to the satisfaction employer, upon request, information con- "(3) the ability of such organizations to cerning the blocks of business established manage risk internally. of the applicable regulatory authority that with respect to such plans and the applica- "(c) EFFECTIVE DATE-This section shall inclusion of such items and services will fa- cilitate appropriate hospital discharges or ble premiums for such plans. take effect on the date of the enactment of avoid unnecessary hospitalization. "(3) STANDARD FORMAT.-The disclosure this title.". "(b) MANAGED CARE OPTION.-If a carrier under paragraph (1) shall be made in & uni- Subtitle B-Tax Equity for Small and Medium- (other than & health maintenance organiza- form format established by the Secretary, Sized Business tion or reinsurance carrier) offers health after consultation with the NAIC. benefit plans to employers that are not "(4) EXCEPTIONS.-Paragtaph (1) (other SEC. 321. DEDUCTIBLE HEALTH COVERAGE PROVI- SIONS. small employers, in a community a health than subparagraphs (D) and (E)) shall not (a) INCREASE IN DEDUCTIBLE HEALTH INSUR- benefit plan that is a managed care plan, apply to a reinsurance carrier with respect to a reinsurance plan. ANCE COSTS FOR SELF-EMPLOYED INDIVIDUALS the carrier must make available to small WITHOUT EMPLOYEES.- employers in the community a health bene- "(b) INFORMATION FILED WITH APPLICABLE It plan that is such a managed care plan REGULATORY AUTHORITY.- (1) IN GENERAL.-Paragraph (1) of section "(1) IN GENERAL-Each carrier offering 162(1) of the Internal Revenue Code of 1986 "(c) EXCEPTION FOR REINSURANCE CARRIERS AND PLANS.-The requirements of this sec- health benefit plans to small employers (relating to special rules for health Insur- tion shall not apply to reinsurance carriers shall disclose to the applicable regulatory ance costs of self-employed individuals) is and reinsurance plans. authority, in a manner specified by the Sec- amended by striking out "25 percent" and retary. information concerning- all that follows and inserting in lieu thereof "100 percent of- 7192 CONGRESSIONAL RECORD - SENATE June 5, 1991 "(A) the cost of the lowest cost plan meet- ing the requirements of the subtitle A of whole or half blood), spouse, ancestors, and SEC. 322. EXCISE TAX FOR VIOLATION OF HEALTH. lineal descendants. title III of the HealthAmerica Act available BENEFIT PLAN REQUIREMENTS. in the geographic area in which the Individ- "(C) SELF-INSURED PLAN.-The term 'self- (a) IN GENERAL.- ual resides or conducts business, or insured plan' means any plan under which (1) IN GENERAL.-Chapter 43 of the Inter- "(B) if such individual is enrolled in medical care benefits are not provided nal Revenue Code of 1986 (relating to quali- AmeriCare, the cost of AmeriCare, under a policy of accident and health insur- fied pension, etc., plans) Is amended by ance. paid during the taxable year for the taxpay- adding at the end thereof the following new "(4) LOWEST PER EMPLOYEE CONTRIBU- section: er, his spouse, and dependents.". TION.- (2) EFFECTIVE DATE.-The amendment "SEC. 4980C. VIOLATION OF HEALTH BENEFIT PLAN made by this subsection shall apply to tax- "(A) IN GENERAL.-For purposes of this REQUIREMENTS. able years beginning in the third full calen- subsection, the term 'lowest per employee "(a) IMPOSITION OF Tax.-There is hereby dar year after the date of enactment of this contribution' means, with respect to any imposed a tax on an entity's violation of Act. taxable year of & self-employed individual, subsection (a) of section 1301 of: the Social (b) DEDUCTION ALLOWABLE FOR CERTAIN the smallest contribution made by the em- Security Act. The determination of whether GROUP HEALTH PLAN CONTRIBUTIONS BY ployer during such taxable year to the plan there has been such a violation shall be SELF-EMPLOYED INDIVIDUALS.- with respect to any employee- made by the Secretary of Health and (1) IN GENERAL-Section 162 of the Inter- "(i) who is not a self-employed individual, Human Services under such section. "(ii) with respect to whom a contribution nal Revenue Code of 1986 (relating to trade "(b) AMOUNT OF TAX.-The tax imposed by or business expenses) is amended by redesig- to the plan was made during such year. and subsection (a) shall be equal to 25 percent of nating subsection (m) as subsection (n) and "(iii) who is in the same category of cover- the amounts received by the entity (during by inserting after subsection (1) (relating to age as the self-employed individual. the period such a violation persists) for pro- special rules for health insurance costs of "(B) CATEGORIES OF COVERAGE.-For pur- viding any health plan for all blocks of busi- self-employed individuals) the following new poses of subparagraph (A), the categories of ness in all communities. subsection: coverage are- "(c) LIABILITY FOR TAX.-The tax imposed "(1) self only, and "(m) DEDUCTION ALLOWABLE FOR CERTAIN by this section shall be paid by the entity. "(ii) self and family. "(d) EXCEPTIONS.- GROUP HEALTH PLAN CONTRIBUTIONS FOR THE BENEFIT OF SELF-EMPLOYED INDIVIDUALS.- "(C) SELF-EMPLOYED INDIVIDUALS WHO ARE "(1) CORRECTIONS WITHIN 30 DAYS.-No-tax "(1) IN GENERAL-For purposes of this sec- PARTICIPANTS FOR LESS THAN ENTIRE TAXABLE shall be imposed by subsection (a) by reason YEAR.-In the case of a self-employed Indi- of any violation If- tion and sections 212, 104, 105, and 106, in the case of a qualified group health plan vidual who is a participant in the plan for "(A) such violation was due to reasonable which provides medical care benefits for less than the entire taxable year, the lowest cause and not to willful neglect, and any self-employed individual- per employee contribution applicable to "(B) such violation is corrected within the "(A) such individual shall be treated as an such individual shall be the same portion of 30-day period beginning on earliest date the employee, amount determined under subparagraph (A) entity knew, or exercising reasonable dili- "(B) the employer of such individual shall as the portion of the taxable year during gence could have known. that such a viola- be the person treated as the employer under which such individual was a participant in tion was occurring. section 301(c)(4), and the plan bears to the entire taxable year. "(2) WAIVER BY SECRETARY.-In the case of "(C) contributions to such plan for medi- "(D) SPECIAL RULES.-For purposes of sub- a violation which is due to reasonable cause paragraph (A)- cal benefits for such individual shall be and not to willful neglect, the Secretary treated as meeting the requirements of sub- "(i) only contributions for coverage during may waive part or all of the tax imposed by section (a) and section 212 to the extent the taxable year shall be taken into ac- subsection (a) to the extent that payment of count, and such contributions during the taxable year such tax would be excessive relative to the do not exceed the lowest per employee con- "(ii) the contributions with respect to any violation involved. tribution for employees working 25 hours a employee who is not a participant in the "(e) DEFINITIONS.-For purposes of this week or more to the plan made by the em- plan for the entire taxable year shall be de- section, the definitions in title XXIII of the ployer during such year. termined on an annualized basis. Social Security Act shall apply under this "(5) OTHER DEFINITIONS.-For purposes of section.". "(2) DEDUCTION CANNOT EXCEED TAXABLE this subsection- INCOME FROM ACTIVITY.-The deduction al- (2) CLERICAL AMENDMENT.-The table of lowed to any individual by reason of this "(A) SELF-EMPLOYED INDIVIDUAL-The sections for chapter 43 of such Code is subsection for any taxable year shall not term 'self-employed individual' has the amended by adding at the end thereof the exceed the portion of the taxable income of meaning given such term by section following new item: 301(c)(1)(B). such individual (determined without regard "(B) MEDICAL CARE BENEFITS.-The term "Sec. 4980C. Violation of health plan re- to this subsection) for such year which is al- 'medical care benefits' means, with respect quirements.". locable or apportionable to such individual's interest in the employer. to any self-employed individual, compensa- (b) EFFECTIVE DATE.-The amendments tion for the medical care (as defined in sec- made by subsection (a) shall become effec- "(3) QUALIFIED GROUP HEALTH PLAN.- "(A) IN GENERAL.-For purposes of this tion 213(d)) of such individual, the spouse of tive on January 1 of the 4th year beginning such individual, and dependents of such in- after the date of the enactment of this Act. subsection, the term 'qualified group health dividual. plan' means, with respect to any self-em- Subtitle C-Opportunity for Voluntary Provision ployed individual, any group health plan (as "(C) DEPENDENT.-The term 'dependent' of Coverage defined in section 5000(b)(1)) of an employ- has the meaning given such term by section SEC. 331. MEDIUM-SIZED EMPLOYERS. er if- 152. Any child to whom section 152(e) ap- (a) EMPLOYERS WITH BETWEEN 25 AND 100 "(i) such plan is not a self-insured plan, plies shall be treated as a dependent of both EMPLOYEES.- and parents. "(6) SPECIAL RULES.- (1) IN GENERAL.-No medium-sized employ- "(ii) such plan meets the requirements of er shall be required to provide a health ben- subparagraphs (B) and (C). "(A) COORDINATION WITH SECTION 213.- efit plan under section 2701 of the Public "(B) ONE-HALF OF PARTICIPANTS MUST BE Any amount allowed as a deduction by Health Service Act or make a contribution EMPLOYEES WHO ARE NOT SELF-EMPLOYED INDI- reason of this subsection shall not be treat- in lieu of coverage under title V of this Act VIDUALS OR EMPLOYEE FAMILY MEMBERS OF ed as an amount paid for medical care under section 213. until the fifth calendar year after the date SUCH INDIVIDUALS.- of enactment of this Act. "(i) IN GENERAL.-A plan meets the require- "(B) AGGREGATION OF EMPLOYER PLANS.-If any self-employed individual is a participant (2) APPLICATION OF REQUIREMENTS.-If, ments of this subparagraph with respect to during the fourth calendar year after the any self-employed individual only if at least in 2 or more qualified group health plans of half of the participants in the plan (on each the employer, all such plans shall be treated date of enactment of this Act, the Secretary day of the taxable year of such individual) as 1 plan for purposes of this subsection.". finds that the total number of employees, (2) TECHNICAL AMENDMENT.-Subsection (g) excluding part-time employees, of all such are employees who are not- employers that have no employment-based "(I) self-employed individuals to whom a of section 105 of the Internal Revenue Code deduction is allowable by reason of this sub- of 1986 (relating to self-employed individual health insurance coverage provided through not considered an employee) is amended by the employers of such employees has been section with respect to contributions to such plan. or striking out "For purposes of this section" reduced to 25 percent or less of the number and inserting in lieu thereof "Except as pro- of such uninsured employees that existed "(II) family members of any self-employed individual described in subclause (I). vided in section 162(m)(1). for purposes of during the calendar year in which this Act this section". was enacted, the requirement to provide "(ii) FAMILY MEMBER-For purposes of clause (i), the term 'family member' means, (3) EFFECTIVE DATE.-The amendments coverage or make a contribution under title made by this subsection shall apply to tax- V shall apply to employers described in with respect to an individual, such individ- paragraph (1). ual's brothers and sisters (whether by the able years beginning in the third full year after the date of enactment of this Act. (3) PERCENTAGES DURING SUBSEQUENT YEARS.-An employer described in paragraph June 5, 1991 CONGRESSIONAL RECORD - SENATE S 7193 (1) shall provide the health benefits cover- related credits) is amended by inserting at "(C) EMPLOYEE. age under this Act, or an amendment made the term 'employee'-- the end thereof the following new section: this Act, or make a contribution under "(i) shall include & self-employed individ- le V If the percentage of the uninsured "SEC. 45. SMALL BUSINESS GROUP HEALTH PLAN ual as defined in section 401(c)(1), but EXPENDITURES. Aployees during the fifth calendar year or "(ii) shall not Include an employee who "(a) ALLOWANCE OF CREDIT.- any subsequent calendar year after the date works less than 25 hours per week: "(1) IN GENERAL-For purposes of section of the enactment of this Act is more than "(c) COORDINATION WITH DEDUCTION.-Any 38, in the case of an eligible small business, the 25 percent level described in paragraph deduction allowable under this chapter for (2). the amount of the qualified group health any qualified group health plan expendi- plan credit for the taxable year shall be an (b) UNINSURED EMPLOYEES.- tures shall be in addition to any credit amount equal to the applicable percentage (1) YEAR OF-ENACTMENT.-For purposes of under section 38 attributable to such ex- of the qualified group health plan expendi- subsection (a); employees shall be consid- penditures.". tures for such taxable year. ered uninsured during the calendar year in (b) CONFORMING AMENDMENTS.- "(2) APPLICABLE PERCENTAGE DEFINED.- which this Act is enacted if such employees (1) Section 38(b) of such Code is amend- "(A) IN GENERAL.-For purposes of para- ed- are not covered under any employment- graph (1), the term 'applicable percentage' based health Insurance coverage provided (A) by striking "plus" at the end of para- means 25 percent reduced (but not below 0 through their employer. graph (6), percent) by 5 percent for- (2) FOURTH YEAR.-For purposes of subsec- (B) by striking "plus" at the end of para- "(i) each employee of the eligible small tion (a), employees shall be considered unin- business in excess of 40, or graph (7), and inserting a comma and sured during the fourth calendar year after "plus", and "(ii) each .1 by-which the expanded profit the date of the enactment of this Act if (C) by adding at the end thereof the fol- ratio of such business exceeds 1. such employees are not covered under any lowing new paragraph: "(B) COORDINATION OF MULTIPLE PHASE- employment-based health insurance cover- OUTS.-If an eligible small business is sub- "(8) the small business group health plan age provided through their employer that ject to subparagraphs (A)(i) and (A)(ii), the expenditures credit determined under sec- meets the requirements of this Act and the tion 45.". applicable percentage shall be determined amendments made by this Act. by multiplying the resulting applicable per- (2) The table of sections for subpart D of SEC. 332. MEASUREMENT SURVEYS. centage under subparagraph (A)(i) (ex- part IV of subchapter A of chapter 1 of such (a) ANNOUNCEMENT.-Not later than 6 pressed as a percentage of the credit re- Code is amended by inserting after the item maining) by such applicable percentage relating to section 44 the following new months after the date of enactment of this item: Act, the Secretary shall publish in the Fed- under subparagraph (A)(ii). eral Register an announcement of the "(C) EXPANDED PROFIT RATIO.- "Sec. 45. Small business group health plan survey or surveys to be used by such Secre- "(i) IN GENERAL.-For purposes of this expenditures." tary in the coverage level of employees de- paragraph, the term 'expanded profit ratio' (c) EFFECTIVE DATE-The amendments scribed in section 331, and the criteria that means the expanded profit of the eligible made by this section shall apply to taxable will be used to determine such level. small business for the taxable year divided years. beginning in the third full calendar (b) CRITERIA.-The announcement of crite- by the qualified group health plan expendi- year after the date of the enactment of this ria under subsection (a) shall include & de- tures of such business for such year. Act. termination, based on the availability of the "(ii) EXPANDED PROFIT.-For purposes of Subtitle E-Additional Assistance to Small and most reliable survey data available, as to clause (i), the term 'expanded profit' means Medium-Sized Businesses whether the determination of the coverage the sum of- "(I) the taxable income of the eligible SEC. 351. OPPORTUNITY TO BUY COVERAGE AT level shall be based on a measurement of in- small business, MEDICARE RATES. fance coverage at a point in time or ring the course of all or part of a calendar "(II) the amount of earned income exceed- (a) ELIGIBILITY.-Businesses with fewer than 100 employees that have not provided ar. ing the applicable contribution base (as dc- (c) APPLICATION OF AcT.-If the percentage fined in section 3121(x)(1)) for each 5-per- coverage to their employees in the calendar of uninsured employees in the fourth calen- cent owner of such business, plus year preceding the date of enactment of this dar year after the date of the enactment of "(III) the total amount of interest and Act shall be eligible to buy private health dividends distributed to all owners of such insurance coverage from 2, small or medium- this Act is equal to or less than the 25 per- business. sized business insurer under which providers cent level described in section 331(a), the Secretary shall repeat the measurement of "(b) QUALIFIED GROUP HEALTH PLAN Ex- of health care services are paid at rules such coverage level annually and if, in any PENDITURES; ELIGIBLE SMALL BUSINESS.-For based on Medicare rates as provided for in purposes of this section- part C of title XXVII of the Public Health calendar year, the Secretary does not find "(1) QUALIFIED GROUP HEALTH PLAN EXPEND- Service Act and title XIII of the Social Se- that the number of employees who do not have employer provided health insurance ITURES.- curity Act, for a period of not to exceed 5 years. coverage is equal to or less than such 25 per- "(A) IN GENERAL-The term 'qualified cent level, the requirements of this Act or group health plan expenditures' means the (b) DEFINITION.-As used in this section section 2701 of the Public Health Service aggregate amount of expenditures paid or the term "not provided coverage in the cal- Act shall apply to all employers described in incurred by the eligible small business for endar year preceding the date of enactment the taxable year for coverage of its employ- of this Act" means, with respect to a busi- section 331(a). ees under a group health plan (as defined in ness, that less than 25 percent of employees SEC. 333. SMALL EMPLOYERS. section 5000(b)(1)) which is a health benefit working more than 17.5 hours per week for Sections 331 and 332 shall apply to small plan (as defined in section 2713(a)(5) of the the business received coverage from the employers, except that the requirement to Public Health Service Act to the extent business in each of the years. provide coverage or make a contribution in such expenditures do not exceed $3,000 for SEC. 352. SPECIAL PROVISION FOR NEW SMALL lieu of coverage under title V shall not be each employee, reduced (but not below zero) BUSINESSES. applied until the sixth calendar year after by 5 percent for each $250 (or fraction In the case of a small employer that nor- the date of enactment of this Act, and the thereof) by which the amount of wages paid mally employs 24 or fewer employees during Secretary shall make the determinations re- to such employee by the eligible small busi- a year, and that has been an employer for quired under such sections to be made in ness in such taxable year exceeds $15,000. not more than 3 years, such employer shall the fourth calendar year, in the fifth calen- "(B) LIMIT INDEXED.-In the case of any not be required to provide coverage under dar year after the date of enactment of this taxable year beginning in a calendar year this Act or the amendment made by this Act Act. after the effective date of this section, the or make a contribution in lieu of coverage SEC. 334. FAILURE TO MAKE SURVEYS. $3,000 amount in subparagraph (A) shall be under title V for the first two years in The failure of the Secretary to make the increased by an amount equal to which the employer has been an employer. surveys required under this subtitle shall "(i) such amount, multiplied by Such employer shall be permitted to meet not relieve an employer of the obligation of "(ii) the increase (if any) in the wage the requirements of part B of title XXVII such employer to provide coverage or make index for such calendar year. of the Public Health Service Act by making a contribution in lieu of coverage absent a "(2) ELIGIBLE SMALL BUSINESS.- a contribution at a rate that is 1/2 of the rate finding by the Secretary that the coverage "(A) IN GENERAL-The term 'eligible small that would otherwise be required to be paid target has been met. business' means any person which, on an av- under this Act. Subtitle D-Small Business Tax Credit erage business day during the preceding tax- SEC. 353. SMALL AND MEDIUM-SIZED BUSINESS AD- able year, had no more than 60 employees. VISORY COMMITTEE. 341. ALLOWANCE OF A CREDIT FOR SMALL "(B) AGGREGATION RULES.-All members of AND MEDIUM-SIZED BUSINESS GROUP (a) ESTABLISHMENT.-The Secretary shall HEALTH PLAN EXPENDITURES. the same controlled group of corporations establish & small and medium-sized business (a) IN GENERAL-Subpart D of part IV of (within the meaning of section 52(a)) and advisory committee (hereafter referred to in subchapter A of chapter 1 of the Internal all persons under common control (within this section as the "committee") that shall Revenue Code of 1986 (relating to business the meaning of section 52(b)) shall be treat- ed as 1 person. provide advice to such Secretary and to the appropriate committees of Congress con- 7194 CONGRESSIONAL RECORD SENATE June 5, 1991 cerning all provisions of this Act that relate TITLE IV-REDUCING HEALTH CARE COST "(3) CHAIRPERSON.-The President shall to small and medium-sized businesses. INFLATION appoint a member appointed under para- (b) MEMBERSHIP.- Subtitle A-Outcomes Research and Practice graph (1)(A) to serve as the Chairperson of (1) IN GENERAL-The Secretary shall joint- Guideline Development and Dissemination the Board. ly appoint individuals to serve on the com- SEC. 401. INITIAL GUIDELINES AND STANDARDS. "(4) TERMS.- mittee, of which- Subsection (d) of section 912 of the Public "(A) IN GENERAL.-Except as provided in (A) seven individuals shall be representa- Health Service Act (as added by section subparagraph (B), the members of the tives of small or medium-sized businesses; 6103(a) of Public Law 101-239) is amended Board appointed under paragraph (1)(A) (B) two individuals shall be representa- to read as follows: shall serve for terms of 7 years. Such mem- tives of employees of small or medium-sized "(d) INITIAL GUIDELINES AND STANDARDS.- bers may be reappointed. businesses; "(1) IN GENERAL.-Not later than January "(B) INITIAL MEMBERS.-Of the initial (C) two individuals shall be knowledgeable 1. 1992, the Administrator shall assure the members of the Board appointed under concerning the small and medium-sized development of an initial set of guidelines as paragraph (1)(A)- business insurance market; and described in subscction (a)(1) that shall in- "(i) three shall be appointed for a term of (D) two individuals shall be members of clude not less than three clinical treatments 2 years; the general public. or conditions that- "(ii) three shall be appointed for a term of (2) SMALL AND MEDIUM-SIZED BUSINESS REP- "(A) account for a significant portion of 4 years; national health expenditures; "(iii) three shall be appointed for a term RESENTATIVES.-Individuals appointed under "(B) have & significant variation in the of.8 years; and paragraph (1)(A) shall- frequency or the type of treatment provid- "(iv) two shall be appointed for a term of (A) be selected from geographically di- ed; or 7 years; verse regions of the country; "(C) otherwise meet the needs and prior- as designated by the President at the time (B) include at least one representative of ities described in this section. of appointment. small or medium-sized businesses that are "(2) MENTAL HEALTH SERVICES.-The Ad- "(5) VACANCIES.-Any vacancy in the mem- located in rural areas and one representa- ministrator, in consultation with the Na- bership of the Board shall be filled in the tive of small or medium-sized businesses lo- tional Institute of Mental Health and same manner in which the original appoint- cated in urban areas; mental health providers, shall develop out- ment was made. Any member appointed to (C) include at least one individual who comes research and practice parameters for fill a vacancy occurring before the expira- represents the concerns of minority busi- mental health services, including at least tion of the term of office for which such nesses; and the diagnosis and treatment of childhood member's predecessor was appointed shall (D) represent a diversity of businesses. attention deficit disorders and manic de- be appointed only for the remainder of such (3) CHAIRPERSON.-The members of the pression.". term. committee shall elect an individual to serve SEC. 402. AMENDMENTS TO THE SOCIAL SECURITY "(6) QUORUM.-Six members of the Board as chairperson. ACT. appointed under paragraph (1)(A) shall con- (4) COMPENSATION AND REIMBURSEMENT OF Section 1142(i) of the Social Security Act stitute a quorum for purposes of conducting EXPENSES.-Members of the committee ap- (as added by section 6103(b) of Public Law the business of the Board, but B lesser pointed under paragraph (1) shall receive 101-239) is amended- number may meet to hold hearings. (1) in paragraph (1), to read as follows: compensation for each day (including travel "(7) MEETINGS.-The Board shall meet at "(1) IN GENERAL-There are authorized to time) engaged in carrying out the duties of the call of the Chairperson, or upon motion be appropriated to carry out this section- the committee. Such compensation may not by not less than six of the members of the "(A) $125,000,000 for fiscal year 1991; be in an amount in excess of the maximum Board appointed under paragraph (1)(A), to "(B) $175,000,000 for fiscal year 1992; rate of basic pay payable for GS-18 of the conduct the business of the Board. "(C) $225,000,000 for fiscal year 1993: and General Schedule. "(D) $275,000,000 for fiscal year 1994."; "SEC. 2762. FUNCTIONS AND DUTIES OF THE BOARD. (5) STAFF.-The Secretary shall provide to and "(a) IN GENERAL.-The Board shall- the committee such staff, information, and (2) in paragraph (2), by striking out "75 "(1) develop national health care expendi- other assistance as may be necessary to percent" and inserting in lieu thereof "50 ture, access and quality goals; carry out the duties of the committee. percent". "(2) convene and oversee negotiations be- (6) REGULATIONS.-The Secretary shall Subtitle B-Federal Health Expenditure Board tween health care providers and purchasers promulgate regulations that prescribe the to develop payment rates and perform other SEC. 411. FEDERAL HEALTH EXPENDITURE BOARD. terms to be served by the members of the activities necessary to achieve expenditure (a) PUBLIC HEALTH SERVICE Acr.-Title committee, the procedure for filling vacan- goals developed under paragraph (1); XXVII of the Public Health Service Act (as cies on the committee, and the procedure "(3) establish recommended payment added under section 101 and amended by for holding and administering meetings. levels and other recommended measures section 201 and 311) is further amended by (c) DUTIES.-The committee shall- that may include increased utilization of adding at the end thereof the following new (1) perform the advisory functions as de- managed care, increased utilization of alter- part: scribed in subsection (a); natives to institutionalization, and proce- "PART D-FEDERAL HEALTH EXPENDITURE dures for the allocation and limitation of (2) analyze the impact of the implementa- BOARD tion of this Act and the amendments made capital investment necessary to achieve "SEC. 2761. ESTABLISHMENT AND MEMBERSHIP. by this Act on small and medium-sized busi- health care expenditure, quality and access nesses and make recommendations to the "(a) ESTABLISHMENT.-There is established targets subsequent to the conclusion of re- as an independent agency in the executive quired negotiations; Secretary and the appropriate committees branch a Federal Health Expenditure Board "(4) develop goals for States and regions of Congress concerning appropriate modifi- (hereafter referred to in this part as the that are consistent with national goals es- cations to such Act; 'Board'). tablished under paragraph (1); (3) review and provide comments concern- "(b) MEMBERSHIP.- "(5) prepare and submit, to the President, ing the regulations promulgated pursuant "(1) IN GENERAL.- the appropriate committees of Congress and to this Act that impact on small and "(A) APPOINTMENT.-The Board shall be to the general public, an annual report con- medium-sized businesses; composed of 11 members to be appointed by cerning the success in achieving the goals (4) monitor the effectiveness of the small the President, by and with the advice and established under paragraph (1), together insurer reform program established under consent of the Senate. with such recommendations as the Board subtitle A, and make recommendations to "(B) Ex OFFICIO MEMBERS.-The Secretary, considers appropriate to further the objec- the Secretary and the appropriate commit- the Chairman of the Prospective Payment tives of providing access to affordable, qual- tees of Congress concerning appropriate Assessment Commission and the Chairman ity health care: modifications in such program; of the Physician Payment Review Commis- "(6) establish uniform billing and claim (5) serve as a channel of communication sion shall serve as ex officio members of the forms and mandatory reporting require- between the Secretary and the small and Board. ments to- medium-sized business communities; and "(2) REPRESENTATION.-In appointing "(A) measure the success in meeting the (6) perform such other functions as the members to the Board under paragraph goals established under paragraph (1); Secretary considers appropriate. (1)(A), the President shall ensure that- "(B) permit the Board. to the extent prac- (d) AUTHORIZATION OF APPROPRIATIONS.- "(A) the interests of health care providers ticable, to analyze data acquired under such There are authorized to be appropriated and purchasers are fairly represented; and reporting requirements for individual pro- "(B) & majority of the members of the viders to assist purchasers and consumers in such sums as may be necessary to carry out this section. Board are experts in health care issues and evaluating the quality and cost of care of- fairly represent the interests of the general fered by different providers; and public in having access to quality and af- "(C) reduce the administrative cost of the fordable health care. health care system; June 5, 1991 CONGRESSIONAL RECORD S 7195 "(7) recommend rates, budgets and such other measures as may be appropriate and and establish a system of measuring the "SEC. 2765 DECOTIATION REQUIREMENTS. consistent with expenditure goals developed progress made in achieving such goals. "(a) K "(2) DATA AND STUDIES:-The Board shall CIATION BY SECTOR.-In each by negotiators or the Board under this part collect such data and conduct such studies sector selce ed by the Board under section to assure access to quality affordable health as may be necessary to carry out paragraph 2764(d) as a sector in which negotiations care under Federal health Insurance pro- (1). shall be conducted, negotiators representing grams and programs under which the Fed- "(c) ACCESS GOALS.- providers of health care and purchasers of eral Government enters into contracts for "(1) DEVELOPMENT.-The Board shall, to health care shall be selected in accordance the delivery of health care; "(8) conduct studies, issue reports, and the extent practicable, develop national with this section. The Board shall deter- mine which individuals, organizations, and gather and disseminate data to the Con- goals under section 2762(a)(1) for improving gress, the President and the general public, access to the health care system for all institutions are eligible for representation to contribute to the objective of providing Americans. Such goals shall include recom- as providers or purchasers in each sector. access to high-quality affordable health mendations for achieving such goals and es- "(b) HEALTH CARE PROVIDERS.- tablish a system of measuring progress "(1) IN GENERAL.- care; "(9) cooperate with State-based consorti- made in achieving such goals. "(A) PETITION.-An organization (through um established under section 2781; and "(2) DATA AND STUDIES.-The Board shall a representative of such organization) or an "(10) carry out any other activities deter- collect such data and conduct such studies individual that desires to be a negotiator on (1). as may be necessary to carry out paragraph behalf of health care providers under this mined by the Board to be necessary to fur- ther the goal of making available afford- section shall submit a petition requesting able, accessible, high quality health care in "(d) STATE AND REGIONAL GOALS.-In carry- such to the Board. Such petition shall in- the United States. ing out its functions under this section, the clude any authorizations of representation "(b) PERSONNEL, SERVICES, REGULATIONS.- Board shall develop separate goals for each that such organization or individual has re- The Board may, for the purpose of perform- State and region, based on an adjustment of celved on behalf of health care providers. in ing its duties and carrying out its functions the national goals, to reflect the demo- such form and meeting such requirements under this part- graphic characteristics and other relevant as the Board may require. "(1) employ such personnel as it considers characteristics of such States and regions. "(B) GENERAL APPROVAL-An organization necessary to perform administrative, cleri- "(e) TIMING.-The Board shall, not later or individual submitting a petition under cal, technical and other duties; than June 30 of each year, develop prelimi- subparagraph (A) that contains authoriza- "(2) procure the temporary and intermit- nary goals under this section and, not later tions of represent from not less than tent services of experts and consultants to than December 1 of each year, develop final 25 percent of the health care providers in a the extent authorized by section 3109(b) of goals and the recommended payment rates sector, as determined by the Board. shall be title 5, United States Code, at rates the and other measures necessary to achieve approved by the Board as a negotiator for Board determines to be reasonable; and such goals. providers with respect to that sector. "(3) prescribe regulations necessary to "SEC. 2764. HEALTH CARE PROVIDER AND PUR. "(C) EXCLUSIVE NEGOTIATOR.-An organiza- carry out the functions and duties of the CHASER NEGOTIATIONS. tion or individual submitting a petition Board under this part. "(a) REQUIREMENT OF NEGOTIATIONS TO under subparagraph (A) that contains au- "SEC. 2763. DEVELOPMENT OF NATIONAL HEALTH ACHIEVE GOALS.-The Board shall convene thorizations of representation from not less CARE EXPENDITURE, ACCESS, AND appropriate representatives of health care than 50 percent of the health care providers QUALITY GOALS. providers and purchasers recognized or ap- in a sector. as determined by the Board, "(a) EXPENDITURE GOALS.- "(1) IN GENERAL-The Board shall, to the pointed as negotiators under section 2765 to shall be approved by the Board as the exclu- extent practicable, develop national expend- negotiate concerning terms and conditions sive negotiator for providers with respect to that sector. iture goals under section 2762(a)(1) applica- related to the provision of health care to achieve the expenditure goals developed "(D) APPOINTMENT.-If no organization or ble to the total amount to be expended in individual submits a petition under subpara- the United States for health care. To the under section 2763(a). The Board shall extent practicable, such goals shall contain adopt a negotiating process that shall be graph (A) that contains authorizations of followed by such negotiators. representation from 25 percent or more of a separate expenditure breakdown for- "(A) hospital services; "(b) OBLIGATION TO BARGAIN IN GOOD the health care providers in a sector, as de- "(B) physician services; FAITH.-It shall be the obligation of negotia- termined by the Board, the Board shall- "(C) laboratory services; tors participating in negotiations under sub- "(i) appoint a negotiator or negotiators to section (a) to bargain in good faith and con- represent such providers; or "(D) pharmaceutical products; "(ii) establish an election procedure for "(E) durable medical equipment; and sistent Board. with the processes established by the the election of a negotiator or negotiators "(F) such other health services or sectors, for such providers. including subdivisions of the sectors de- "(c) TIME FOR NEGOTIATIONS.-The negoti- ations required under subsection (a) shall be "(2) INSTITUTIONAL SECTORS.-In the case scribed in this paragraph, other than long- of a health care sector in which health care term care services, as the Board determines commenced not later than July 1, and shall be completed not later than September 31, services are delivered primarily through in- appropriate. of each year unless such time period is ex- stitutions or organizations, the Board shall "(2) CONSIDERATIONS.-In developing ex- penditure goals under paragraph (1), the tended by the Board. establish a procedure to select negotiators "(d) SECTORS FOR NEGOTIATIONS.-The to represent such institutions and organiza- Board shall take into consideration- Board shall require negotiations under sub- tions that is based on a weighted designa- "(A) the aging of the population and such other factors as may affect the demand for section (a) for the achievement of the ex- tion of all such institutions and organiza- health care in the future; penditure goals for physician and hospital tions after consideration of the revenues or care. The Board may require that negotia- number of patients served by such institu- "(B) general inflation factors and the costs related to inflation in labor and other tions also be convened under such subsec- tions or organizations or based on such tion concerning other health care sectors of other measure as the Board determines ap- inputs used to produce health services; propriate. "(C) technological advances that may in- the type referred to in section 2763(a)(1), in- "(c) PURCHASERS.- crease or decrease health care costs; cluding subdivisions of sectors, to the extent "(1) IN GENERAL.- "(D) appropriate improvements in health determined to be appropriate and feasible care productivity; by the Board. "(A) PETITION.-An organization (through "(E) feasible reductions in unnecessary "(e) CONTENT OF NEGOTIATIONS.- a representative of such organization) or an "(1) IN GENERAL-Negotiators participat- individual that desires to be a negotiator on health care; "(F) the need to assure that all sectors of ing in negotiations under subsection (a) behalf of health care purchasers under this the population have adequate access to shall attempt to agree on recommendations section shall submit a petition requesting health care services; to be submitted to the Board concerning a such to the Board. Such petition shall in- health care payment system and uniform clude any authorizations of representation "(G) the impact and availability of such payment rates, together with other appro- that such organization or individual has re- goals on the quality of health care; and "(H) such other factors as the Board de- prlate recommendations for achieving the celved on behalf of health care purchasers. expenditure goals developed under section "(B) GENERAL APPROVAL-An organization termines appropriate. "(b) QUALITY GOALS.- 2763(a). or individual submitting a petition under "(2) ACHIEVEMENT OF GOALS.-In developing subparagraph (A) that contains authoriza- "(1) DEVELOPMENT-The Board shall, to the extent practicable, develop national recommendations under paragraph (1), the tions of representation from not less than negotiators shall attempt to ensure that 25 percent of the health care purchasers in goals under section 2762(a)(1) for improving the quality of the health care system of the such recommended payment system, pay- a sector, as determined by the Board, shall United States. Such goals shall include rec- ment rates, and other recommended meas- be approved by the Board as a negotiator ommendations for improving the quality of ures will, if implemented, will result in the for purchasers with respect to that sector. achievement of the expenditure goals devel- "(C) EXCLUSIVE NEGOTIATOR.-An organiza- health care provided in the United States oped under section 2763(s). tion or individual submitting a petition under subparagraph (A) that contains au- 196 CONGRESSIONAL RECORD SENATE June 5, 1931 the izations of representation from not less than 50 percent of the health care purchas- organizations or individuals to determine section 2763, or an alternative goal accepted ers in & sector, as determined by the Board, which such organizations and individuals by the Board under subsection (c), and such shall be approved by the Board as the exclu- will be approved or have their approval con- agreement, in the judgment of the Board, tinued. sive negotiator for purchasers with respect will lead to the achievement of such goals, to that sector. "(4) PERIOD OF DESIGNATION.-No organiza- the Board shall promulgate regulations im- "(D) APPOINTMENT.-If no organization or tion or individual shall be a negotiator or an plementing such rates and other matters individual submits a petition under subpara- exclusive negotiator for more than a 5-year and such rates and other matters shall be graph (A) that contains authorizations of period without being recertified as & negoti- binding on providers and purchasers in the representation from 25 percent or more of ator or exclusive negotiator in the same sector to which such agreement applies. the health care purchasers in a sector, as manner as the original designation was "(c) AGREEMENT ON DIFFERENT GOAL.-If determined by the Board, the Board shall- made under this section. the negotiators reach an agreement, pursu- "(i) appoint a negotiator or negotiators to "(5) TIMING.-Any vote or election held ant to subsection (a), concerning a goal that represent such purchasers; or under this subsection to determine the ne- is different than a goal that has been devel- "(ii) establish an election procedure for gotiators for a particular year, shall be com- oped by the Board under section 2763, the the election of a negotiator or negotiators pleted prior to June 30 of that year. Votes Board shall adopt such agreed upon-goal if for such purchasers. or elections completed after such date shall the Board determines that it- would be in "(2) DETERMINATIONS.-If the Board desig- apply to the negotiations for the following the best interest of the general public to nates employment-based health benefit year. adopt such goal. The Board, on a rejection plans as all or some of the purchasers enti- "SEC. 2766. REQUIREMENTS FOR RECOMMENDED of such alternative agreed upon goal, may tled to be represented in negotiations for a PAYMENT SYSTEMS AND RATES. request that the negotiators attempt. to sector, the Board shall establish a procedure "(a) HOSPITALS.- reach a negotiated agreement concerning for determining whether the 25 percent or "(1) NEGOTIATED AGREEMENT.-A payment the original goal under section 2763, and 50 percent requirements are met for pur- system for hospitals that is recommended in such other measures to achieve such origi- poses of subparagraphs (B) and (C) of para- an agreement negotiated pursuant to sec- nal goal, and may promulgate regulations graph (1), based on a weighted designation tion 2767 shall be based on the hospital pay- recommending rates and other matters to that considers the number of individuals ment system established under title XVIII achieve the original goal. covered by the health benefits plan of the of the Social Security Act, except that the "(d) EFFECT OF No AGREEMENT.- purchaser, the total expenditures under Board may approve or adopt an alternative "(1) IN GENERAL.-If the negotiators for a such plans, or such other measure as the payment system. particular sector fail to reach a negotiated Boards determines appropriate. In the case "(2) ALTERNATIVE PAYMENT SYSTEM.-An al- agreement, pursuant to subsection (a), con- of health benefit plans provided pursuant to ternative payment system approved or cerning & goal established under section a collective bargaining agreement, for pur- adopted under paragraph (1) shall provide 2763, the Board shall promulgate regula- poses of the weighted designation, 50 per- for the adjustment of payment rates to re- tions recommending advisory rates and cent of the costs of or individuals covered flect the differences in costs between differ- other matters necessary to achieve such under such plan shall be assigned to the ent types of hospitals to the extent that goals. Such advisory rates and other mat- union and 50 percent to the appropriate em- such costs represent appropriate differences ters shall not be binding on health care pro- ployer or employers. If the Board designates in the costs of delivering care efficiently and viders and purchasers. other categories of purchasers, a similar effectively in different types of hospitals or "(2) CONSTRUCTION.-Notwithstanding any procedure shall be utilized. are necessary to achieve other public policy other provision of law, health care purchas- LIMITATION.- "(d) CONTINUED APPROVAL AS NEGOTIATORS, objectives, as determined by the Board. ers Diay combine for the purpose of agree- Such a payment system shall reflect geo- ing to pay health care providers for services "(1) ESTABLISHMENT OF PROCEDURES.-The graphic differences in labor and to the at rates recommended pursuant to para- Board shall establish procedures for the extent feasible, other input costs, capital graph (1). Notwithstanding any other provi- withdrawal of approvals granted to organi- and other needs to maintain adequate sion of law, health care providers may com- zations or individuals under subsections access to care and quality of care. To the (b)(1) or (c)(1). bine for the purpose of agreeing to charge extent desirable and feasible, the negotia- for services at rates recommended pursuant "(2) EXCLUSIVE NEGOTIATORS.- tors shall recommend, and the Board shall to paragraph (1). "(A) PETITION FOR INITIATION OF PROCE- approve, special treatment for managed care "(e) TECHNICAL ASSISTANCE.-The Board DURES.-The Board may initiate procedures programs. shall provide technical assistance to negotia- under paragraph (1) to withdraw the ap- "(b) PHYSICIANS.- tors, including estimates of the effect on ex- proval of an exclusive negotiator under sub- "(1) NEGOTIATED AGREEMENT.-A payment section (b)(1)(C) or (c)(1)(C), if not less than penditure goals of alternative proposals and system for physicians that is recommended 30 percent of the health care providers or estimates of utilization changes that can be in an agreement negotiated pursuant to sec- purchasers in the appropriate sector file a expected under different proposals. The tion 2767 shall be based on the physician petition with the Board for such withdraw- Board may recommend a proposal to al. payment system established under title achieve expenditure goals for the consider- "(B) VOTE ON WITHDRAWAL.-If the Board XVIII of the Social Security Act, except ation of the negotiators. The Board may determines that a petition received under that the Board may approve or adopt an al- make available professional mediation and ternative payment system. subparagraph (A) is valid, the Board shall conciliation services to the negotiators. "(2) ALTERNATIVE PAYMENT SYSTEM.-An al- arrange for a vote to take place among the "SEC. 2768. ENFORCEMENT. ternative payment system approved or appropriate purchasers or providers to de- adopted under paragraph (1) shall reflect "(a) IN GENERAL.-A health care provider termine whether to withdraw the approval that is the subject of such petition. If in geographic differences in practice costs inso- assessing rates other than those required far as those differences reflect the cost of under regulations promulgated by the excess of 50 percent of such providers or economical and efficient provision of quality Board under this part, or failing to comply purchasers vote to withdraw such approval, the Board shall certify that such approval is care, and shall promote an appropriate dis- in any other manner with such regulations, withdrawn and initiate procedures to select tribution of primary and specialty care. To or a health care purchaser paying rates the extent desirable and feasible, the nego- other than those required under such regu- a new negotiator or negotiators. tiators shall recommend, and the Board lations, except-in the case of an alternative "(3) LIMITATION AND ELECTION.- shall approve, special treatment for man- rate or method established under subsec- "(A) LIMITATION.-With respect to a sector aged care programs. tions (a)(2) and (b)(2) of section 2766, in which no exclusive negotiator has been shall- approved under subsection (b)(1)(C) or "SEC. 2767. OUTCOME OF NEGOTIATIONS, AGREE- "(1) be ineligible for any assistance under MENTS. (c)(1)(C), the Board may not grant approv- this Act; and als to organizations and individuals under "(a) AGREEMENT.-If a majority of the ne- "(2) be liable to the United States for a paragraph (1)(B) of each such subsection, as gotiators (in the case of multiple negotia- civil penalty for such failure in an amount applicable, in a manner that would result in tors) for the providers and a majority of the not to exceed $50,000 in the case of an indi- the approval of individuals and organiza- negotiators (in the case of multiple negotia- vidual and $500,000 in the case of an organi- tions representing in excess of 100 percent tors) for the purchasers, for a particular zation, as provided for in subsection (b). of the purchasers or providers. sector, agree to recommend a proposal "(b) CIVIL ACTIONS.- "(B) ELECTION.-In the event that peti- under this part to the Board, such proposal "(1) IN GENERAL.-A civil penalty under tions are received (whether or not approvals shall be considered to have been agreed to by the negotiators. subsection (a)(2) shall be assessed by the have previously been granted) under subsec- "(b) BINDING NATURE OF AGREEMENTS.-If a Board on a health care provider or purchas- tion (b)(1)(B) or (c)(1)(C), from organiza- er by an order made on the record after an tions or individuals cumulatively represent- negotiated agreement is reached, pursuant ing in excess of 100 percent of the purchas- to subsection (a), concerning a health serv- opportunity for a hearing on any disputed issues of material fact and the amount of ers or providers in a sector the Board shall ices rate structure, or concerning any other the penalty. In the course of any investiga- conduct an election among such qualified matter at would lead to the achievement of the E als developed by the Board under tion or hearing under this paragraph, the Board or its designees may administer oaths June 5, 1991 CONGRESSIONAL RECORD - SENATE S 7197 and affirmations, examine witnesses, receive evidence, and issue subpoenas requiring the methods are not promulgated under a nego- tiated agreement. "(O) the amounts of actual payments attendance and testimony of witnesses and made to each physician or professional ren- he production of evidence that relates to "(c) STANDARD FOR DETERMINATION.-In dering service to the patient; he matter under investigation. making a determination under subsection (b), the Board shall consider the effect of "(P) a uniform identifier of the primary "(2) AMOUNT.-In determining the amount payor: of a civil penalty under paragraph (1), the the alternative systems, rates or methods, Board shall take into account the nature, with respect to the goals established under "(Q) the ZIP Code of the facility where circumstances, extent, and gravity of the act section 2763. on the State as a whole rather service is rendered to the patient: "(R) the patient discharge status: and subject to penalty. the ability to pay, the than on particular health care sectors in the State. "(S) such other material as the Board de- effect on the ability to continue to do busi- termines necessary or useful to carry out ness, any history of prior; similar acts, and "SEC. 2771. UNIFORM BILLING AND MANDATORY the duties of the Board or to provide ade- such other matters as the Board determines REPORTING. quate information to purchasers of health appropriate. "(a) IN GENERAL.-The Board shall estab- care to assist such purchasers in appropri- "(3) LIMITATION ON ACTIONS.-The Board lish a system of uniform billing and report- ately paying for services. may not initiate an action under this subsec- ing, as required under subsection (c), that "(3) MEASURE OF SERVICE EFFECTIVENESS.- tion with respect to any noncompliance de- will enable the Board to determine the "(A) DEVELOPMENT OF METHODOLOGY.-To scribed in subsection (a) that occurred progress made in meeting the goals estab- the extent practical and as rapidly as feasi- before the date of the enactment of this sec- lished under section 2763, to provide infor- ble, the Secretary shall develop and imple- tion. mation for health care providers and pur- ment a methodology or methodologies that "(c) INJUNCTIVE RELIEF.-The Board shall chasers to assist such providers and pur- will measure the effectiveness of the health have the power, upon the initiation of an chasers in providing and obtaining efficient- care service provided by health care provid- action regarding noncompliance with a pro- ly provided quality health care, and to ers. vision of this part, to petition any United reduce administrative costs of the health "(B) INCLUSION IN UNIFORM BILLING care system. States district court, within any district FORM.-To the extent practical and as rapid- wherein such noncompliance is alleged to "(b) GENERAL REPORTING AND DATA RE- ly as feasible, the Secretary shall include in have occurred, for appropriate temporary QUIREMENTS.-The Board shall- the uniform claims and billing forms or in injunctive relief. Upon the filing of any "(1) develop a computerized system for other data collection instruments estab- such petition, the court shall cause notice the collection, analysis, and dissemination lished under subsectic (b) data necessary thereof to be served-upon such person, and of data required to be collected under this to provide the Secretar with information part; thereupon shall have jurisdiction to grant concerning each service provided by health the Board such temporary injunctive relief "(2) establish one or more uniform claims care providers that is sufficient to enable as the court determines to be appropriate. and billing form as required in subsection the Secretary to analyze the quality, cost, "(d) JUDICIAL REVIEW.-Any health care (c)(2) to be utilized by all data sources and and service effectiveness of the provider. providers: provider or purchaser that is the subject of "(d) ADDITIONAL DATA.-The Board may an adverse decision under subsection (b)(1) "(3) audit information provided by health collect additional data, Including audited or subsection (c) may obtain a review of care providers on a sample basis or in situa- annual financial reports of all hospitals and such decision by the United States Court of tions where there exists reasonable cause ambulatory service facilities, medicare cost for such an audit; and Appeals for the District of Columbia or for reports, information on capital expendi- the circuit in which the provider or pur- "(4) issue public reports concerning health tures, and any other data that the Board de- chaser resides, by filing in such court care costs and the effectiveness of the termines necessary to carry out its responsi- within 60 days following the date the pur- health care provided by health care provid- bilities under this part. ers. haser or provider is notified of the decision "(5) RECOMMENDATIONS.-The Board shall "(c) DATA COLLECTION.- the Board) a petition requesting that the make recommendations to the committees decision be modified or set aside. "(1) IN GENERAL-Data sources shall of Congress, the President, and the insur- submit to the Board, on the request of the ance industry concerning methods to reduce "SEC. 2769. OTHER GOVERNMENT PROGRAMS. Board, all data required to be submitted the cost,and burden of duplication or exces- "The Board shall promulgate regulations under this part in accordance with the uni- sive reporting requirements imposed on recommending advisory rates and other form submission formats, coding systems, health care providers. matters necessary to achieve the goals es- and other technical specifications estab- "(d) REPORTS.- tablished under section 1172 for all Federal lished by the Board to assure that such in- "(1) IN GENERAL-The Board, not less than programs (other than the program under coming data is substantially valid, consist- once each calendar year, shall for every titles XVIII. XIX and XXI of the Social Se- ent, compatible and manageable. health care provider for which sufficient curity Act) that reimburse providers on a "(2) UNIFORM CLAIMS AND BILLING FORMS.-- data is available, prepare and make avail- fee, charge, or cost basis or charge third- Data shall be collected by the Board able reports that shall, to the extent practi- party providers on such basis. Such non- through the use of one or more Federal Uni- cable and scientifically valid, contain data in binding rates shall be consistent with the form Claims and Billing Forms developed by a form that will provide the most useful in- rates promulgated by the Board under sec- the Board and utilized by providers and pur- formation to purchasers of health care serv- tions 1176 and 1178, except that Federal chasers of health care that shall, at a mini- ices regarding such providers to enable such payments resulting from such rates shall be mum, include- purchasers to compare providers on the no greater than such payments would have "(A) a uniform patient identifier; basis of cost and quality. been if determined without regard to this "(B) the date of birth of the patient; "(2) AVAILABILITY.-The Secretary shall section through the fifth full fiscal year "(C) the gender of the patient; advertise and make available all reports pre- after the date of enactment of this section. "(D) the ZIP Code of the patient; pared under paragraph (1) to the general "SEC. 2770. ROLE OF STATES. "(E) the date of admission of the patient public, including any dissents submitted by "(a) ALTERNATIVE SYSTEMS, ETC.-A State for inpatient hospital services; health care providers. consortia established under section 2781 "(F) the date of discharge of the patient "(3) RECOMMENDATIONS.-The Board shall may, with the approval of the Board, estab- referred to in subparagraph (E); make recommendations to the appropriate lish an alternative payment system. rates. "(G) the principal and secondary diag- committees of Congress, the President, and and methods for achieving goals developed noses of the patient; the insurance industry concerning methods by the Board under section 2763. "(H) the principal and secondary proce- to reduce the cost and burden of duplicative "(b) APPROVAL-The Board shall approve dures to be followed in treating the patient; or excessive reporting requirements imposed alternative payment systems, rates, and "(I) a uniform health care facility identifi- on health care providers. er; methods under subsection (a) if Board de- "(e) DEFINITION.-As used in this section, termines that such alternative systems, "(J) uniform identifiers of physicians and the term 'data sources' means classes of en- rates, or methods would result in a level of treating the patient; titles and individuals that the Board desig- health care expenditures in the State that "(K) for services provided in an inpatient nates as data sources. achieves the national goals developed under setting. the total charges of the health care "SEC. 2772. ANNUAL REPORTS. section 2763, adjusted to the State level. If facility treating the patient, segregated into the Board determines that such national major categories determined appropriate by "Not later than June 30 of each year, the goals would not be achieved through the the Board: Board shall prepare and submit to the Presi- "(L) the amounts of actual payments dent, the appropriate committees of Con- pposed alternative systems. rates or meth- S. the rates or other matters that apply to made to the treating health care facility; gress and the general public, a report con- de State under regulations promulgated by "(M) the amounts of the charges of each cerning the success in attaining expendi- the Board shall remain binding in the State. physician or professional rendering service ture, access, and. quality goals developed to the patient: under section 2763, and containing recom- Such Board approval is only necessary setting: "(N) the services provided in an inpatient mendations for additional measures, if any. where binding payment systems, rates and that the Board determines are necessary to achieve such goals. 7198 CONGRESSIONAL RECORD - SENATE June 5, 1991 "SEC. 2773. DEFINITIONS. "As used in this part: grams and programs under which the Fed- "(c) ACCESS GOALS.- "(1) eral Government enters into contracts for PROVIDER.-The term 'provider' "(1) DEVELOPMENT.-The Board shall, to the delivery of health care; means a physician, hospital, health mainte- the extent practicable, develop national "(8) conduct studies, issue reports, and nance organization, pharmacy, laboratory, goals under section 1171(a)(1) for improving gather and disseminate data to the Con- or other provider of health care services or access to the health care system for all supplies, that has entered into an agree- gress, the President, and the general public, Americans. Such goals shall include recom- ment with a managed care entity to provide to contribute to the objective of providing mendations for achieving such goals and es- access to high-quality affordable health such services or supplies to a patient en- tablish a system of measuring progress care; rolled in 8. managed care plan. made in achieving such goals. "(9) cooperate with State-based consorti- "(2) PURCHASER.-The term 'purchaser' "(2) DATA AND STUDIES.-The Board shall um described under part D of this title; and means an entity that pays for the services collect such data and conduct such studies "(10) carry out any other activities deter- of providers, including in the case of a mined by the Board to be necessary to fur- as may be necessary to carry out paragraph health benefit plan provided pursuant to a (1). ther the goal of making available afford- collective bargaining agreement, the labor able, accessible, high quality health care in "(d) STATE AN REGIONAL GOALS.-In carry- union that has negotiated for such plan on the United States. ing out its fun:- ons under this section, the behalf of employees shall be considered to "(b) PERSONNEL, SERVICES, REGULATIONS.- Board shall develop separate goals for each be a purchaser. The Board may, for the purpose of perform- State and region, based on an adjustment of "SEC. 2774. EFFECTIVE DATES. ing its duties and carrying out its functions the national goals, to reflect the demo- "The Board shall develop the goals under under this part- graphic characteristics and other relevant section 2763 for each calendar year begin- "(1) employ such personnel as it considers characteristics of such States and regions. ning not later than the second full calendar "(e) TIMING.-The Board shall, no later necessary to perform administrative, cleri- year after the date of enactment of this cal, technical and other duties; than June 30 of each year, develop prelimi- part. The Board shall establish the negoti- "(2) procure the temporary and intermit- nary goals under this section and, not later ating procedures required under section tent services of experts and consultants to than December 1 of each year, develop final 2714(a) for each calendar year beginning the extent authorized by section 3109(b) of goals and the recommended payment rates not later than the third calendar year after title 5, United States Code, at rates the and other measures necessary to achieve the date of enactment of this part.". such goals. Board determines to be reasonable; and (b) SOCIAL SECURITY Acr.-Title XI of the "(3) prescribe regulations necessary to "HEALTH CARE PROVIDER AND PURCHASER Social Security Act (42 U.S.C. 1301 et seq.) carry out the functions and duties of the NEGOTIATIONS is amended by adding at the end thereof the Board under this part. following new part: "Sec. 1173. (a) REQUIREMENT OF NEGOTIA- "DEVELOPMENT OF NATIONAL HEALTH CARE TIONS TO ACHIEVE GOALS.-The Board shall "PART C-FEDERAL HEALTH EXPENDITURE EXPENDITURE, ACCESS, AND QUALITY GOALS convene appropriate representatives of BOARD "Sec. 1172. (a) EXPENDITURE GOALS.- health care providers and purchasers recog- "FUNCTIONS AND DUTIES OF THE FEDERAL "(1) IN GENERAL-The Board shall, to the nized or appointed as negotiators under sec- HEALTH EXPENDITURE BOARD extent practicable, develop national expend- tion 1174 to negotiate concerning terms and "Sec. 1171. (a) IN GENERAL.-The Federal iture goals under section 1171(a)(1) applica- conditions related to the provision of health Health Expenditure Board (hereafter in ble to the total amount to be expended in care to achieve the expensiture goals devel- this part referred to as the 'Board') shall- the United States for health care. To the oped under section 1172(a. The Board shall "(1) develop national health care expendi- extent practicable, such goals shall contain adopt a negotiating process that shall be ture, access and quality goals; a separate expenditure breakdown for- followed by such negotiators. "(2) convene and oversee negotiations be- "(A) hospital services; "(b) OBLIGATION TO BARGAIN IN Good tween health care providers and purchasers "(B) physician services; FAITH.-It shall be the obligation of negotia- to develop payment rates and perform other "(C) laboratory services; tors participating in negotiations under sub- activities necessary to achieve expenditure "(D) pharmaceutical products; section (a) to bargain in good faith and con- goals developed under paragraph (1); "(E) durable medical equipment; and sistent with the processes established by the "(3) establish recommended payment "(F) such other health services or sectors, Board. levels and other recommended measures including subdivisions of the sectors de- "(c) TIME FOR NEGOTIATIONS.-The negoti- that may include increased utilization of managed care, increased utilization of alter- scribed in this paragraph, other than long- ations required under subsection (a) shall be term care services, as the Board determines commenced not later than July 1, and shall natives to institutionalization, and proce- appropriate. be completed not later than September 31, dures for the allocation and limitation of "(2) CONSIDERATIONS.-In developing ex- of each year unless such time period is ex- capital investment necessary to achieve penditure goals under paragraph (1), the tended by the Board. health care expenditure, quality, and access Board shall take into consideration- "(d) SECTORS FOR NEGOTIATIONS.-The targets subsequent to the conclusion of re- quired negotiations; "(A) the aging of the population and such Board shall require negotiations under sub- other factors as may affect the demand for section (a) for the achievement of the ex- "(4) develop goals for States and regions that are consistent with national goals es- health care in the future; penditure goals for physician and hospital "(B) general inflation factors and the care. The Board may require that negotia- tablished under paragraph (1); "(5) prepare and submit, to the President, costs related to inflation in labor and other tions also be convened under such subsec- the appropriate committees of Congress and inputs used to produce health services; tion concerning other health care sectors of to the general public, an annual report con- "(C) technological advances that may in- the type referred to in section 1172(a)(1), in- crease or decrease health care costs; cluding subdivisions of sectors, to the extent cerning the success in achieving the goals "(D) appropriate improvements in health determined to be appropriate and feasible established under paragraph (1), together care productivity; by the Board. with such recommendations as the Board "(E) feasible reductions in unnecessary "(e) CONTENT OF NEGOTIATIONS.- considers appropriate to further the objec- health care; "(1) IN GENERAL.-Negotiators participat- tives of providing access to affordable, qual- "(F) the need to assure that all sectors of ing in negotiations under subsection (a) ity health care; "(6) establish uniform billing and claims the population have adequate access to shall attempt to agr e on recommendations health care services; to be submitted to the Board concerning a forms and mandatory reporting require- ments to- "(G) the impact of such goals on the qual- health care payment system and uniform "(A) measure the success in meeting the ity and availability of health care; and payment rates, together with other appro- "(E) such other factors as the Board de- priate recommendations for achieving the goals established under paragraph (1); termines appropriate. expenditure goals developed under section "(B) permit the Board, to the extent prac- "(b) QUALITY GOALS.- 1172(a). ticable. to analyze data acquired under such "(1) DEVELOPMENT.-The Board shall, to "(2) ACHIEVEMENT OF GOALS.-In developing reporting requirements for individual pro- the extent practicable, develop national recommendations under paragraph (1), the viders to assist purchasers and consumers in evaluating the quality and cost of care of- goals under section 1171(a)(1) for improving negotiators shall attempt to ensure that the quality of the health care system of the such recommended payment system, pay- fered by different providers; and "(C) reduce the administrative cost of the United States. Such goals shall include rec- ment rates, and other recommended meas- ommendations for improving the quality of ures will, if implemented, will result in the health care system; health care provided in the United States achievement of the expenditure goals devel- "(7) recommend rates, budgets, and such other measures as may be appropriate and and establish a system of measuring the oped under section 1172(a). progress made in achieving such goals. consistent with expenditure goals developed "NEGOTIATION REQUIREMENTS "(2) DATA AND STUDIES.-The Board shall by negotiators or the Board under this part "SEC. 1174. (a) NEGOTIATION BY SECTOR.- collect such data and conduct such studies to assure access to quality affordable health In each sector selected by the Board under as may be necessary to carry out paragraph care under Federal health insurance pro- (1). section 1173(d) as a sector in which negotia- tions shall be conducted. negotiators repre- June 5, 1991 CONGRESSIONAL RECORD - SENATE S 7199 senting providers of health care and pur- chasers of health care shall be selected in sive negotiator for purchasers with respect to that sector. "(4) PERIOD OF DESIGNATION.-No organiza- accordance with this section. The Board tion or individual shall be a negotiator or an hall determine which individuals. organiza- "(D) APPOINTMENT.-If no organization or individual submits a petition under subpara- exclusive negotia' or for more than a 5-year ions, and institutions are eligible for repre- graph (A) that contains authorizations of period without b. ing recertified as a negoti- sentation as providers or purchasers in each ator or exclusive negotiator in the same sector. representation from 25 percent or more of the health care purchasers in a sector, as manner as the original designation was "(b) HEALTH CARE PROVIDERS.- made under this section. determined by the Board, the Board shall- "(1) IN GENERAL.- "(i) appoint a negotiator or negotiators to "(5) TIMING.-Any vote or election held "(A) PETITION.-An organization (through under this subsection to determine the ne- represent such purchasers; or a representative of such organization) or an "(ii) establish an election procedure for gotiators for a particular year, shall be com- individual that desires to be a negotiator on the election of a negotiator or negotiators pleted prior to June 30 of that year. Votes behalf of health care providers under this for such purchasers. or elections completed after such date shall section shall submit a petition requesting "(2) DETERMINATIONS.-If the Board desig- apply to the negotiations for the following such to the Board. Such petition shall in- year. nates employment-based health benefit clude any authorizations of representation plans as all or some of the purchasers enti- "REQUIREMENTS FOR RECOMMENDED PAYMENT that such organization or individual has re- tled to be represented in negotiations for a SYSTEMS AND RATES ceived on behalf of health care providers, in sector, the Board shall establish a procedure "SEC. 1175. (a) HOSPITALS.- such form and meeting such requirements for determining whether the 25 percent or "(1) NEGOTIATED AGREEMENT.-A payment as the Board may require. 50 percent requirements are met for pur- system for hospitals that is recommended. "(B) GENERAL APPROVAL.-An organization poses of subparagraphs (B) and (C) of para- an agreement negotiated pursuant to sec- or individual submitting a petition under graph (1), based on a weighted designation tion 1176 shall be based on the hospital pay- subparagraph (A) that contains authoriza- that considers the number of individuals ment system established under title XVIII tions of representation from not less than covered by the health benefits plan of the of this Act, except that the Board may ap- 25 percent of the health care providers in a purchaser, the total expenditures under such plans, or such other measure as the prove or adopt an alternative payment sector, as determined by the Board, shall be system. approved by the Board as a negotiator for Boards determines appropriate. In the case "(2) ALTERNATIVE PAYMENT SYSTEM.-An al- providers with respect to that sector. of health benefit plans provided pursuant to ternative payment system approved or "(C) EXCLUSIVE NEGOTIATOR.-An organiza- a collective bargaining agreement, for pur- adopted under paragraph (1) shall provide tion or individual submitting a petition poses of the weighted designation, 50 per- for the adjustment of payment rates to re- une r subparagraph (A) that contains au- cent of the costs of or individuals covered flect the differences in costs between differ- the izations of representation from not less under such plan shall be assigned to the union and 50 percent to the appropriate em- ent types of hospitals to the extent that than 50 percent of the health care providers in a sector, as determined by the Board, ployer or employers. If the Board designates such costs represent appropriate differences other categories of purchasers, a similar in the costs of delivering care efficiently and shall be approved by the Board as the exclu- sive negotiator for providers with respect to procedure shall be utilized. effectively in different types of hospitals or that sector. "(d) CONTINUED APPROVAL AS NEGOTIATORS, are necessary to achieve other public policy "(D) APPOINTMENT.-If no organization or LIMITATION.- objectives, as determined by the Board. individual submits a petition under subpara- "(1) ESTABLISHMENT OF PROCEDURES.-The Such a payment system shall reflect geo- graph (A) that contains authorizations of Board shall establish procedures for the graphic differences in labor and to the withdrawal of approvals granted to organi- extent feasible, other input costs, capital representation from 25 percent or more of zations or individuals under subsections and other needs to maintain adequate ae health care providers in a sector, as de- (b)(1) or (c)(1). access to care and quality of care. To the rmined by the Board, the Board shall- "(2) EXCLUSIVE NEGOTIATORS.- extent desirable and feasible, the negotia- "(i) appoint a negotiator or negotiators to represent such providers; or "(A) PETITION FOR INITIATION OF PROCE- tors shall recommend, and the Board shall DURES.-The Board may initiate procedures approve; special treatment for managed care "(ii) establish. an election procedure for the election of a negotiator or negotiators under paragraph (1) to withdraw the ap- programs. proval of an exclusive negotiator under sub- "(b) PHYSICIANS.- for such providers. "(2) INSTITUTIONAL SECTORS.-In the case section (b)(1)(C) or (c)(1)(C), if not less than "(1) NEGOTIATED AGREEMENT.-A payment of a health care sector in which health care 30 percent of the health care providers or system for physicians that is recommended services are delivered primarily through in- purchasers in the appropriate sector file a in an agreement negotiated pursuant to sec- petition with the Board for such withdraw- tion 1176 shall be based on the physician stitutions or organizations, the Board shall al. payment system established under title establish a procedure to select negotiators "(B) VOTE ON WITHDRAWAL-If the Board XVIII of this Act, except that the Board to represent such institutions and organiza- tions that is based on a weighted designa- determines that a petition received under may approve or adopt an alternative pay- tion of all such institutions and organiza- subparagraph (A) is valid, the Board shall ment system. arrange for a vote to ke place among the "(2) ALTERNATIVE PAYMENT SYSTEM.-An al- tions after consideration of the revenues or number of patients served by such Institu- appropriate purchaser or providers to de- ternative payment system approved or termine whether to \ adraw the approval adopted under paragraph (1) shall reflect tions or organizations or based on such other propriate. measure as the Board determines ap- that is the subject of such petition. If in geographic differences in practice costs inso- excess of 50 percent of such providers or far as those differences reflect the cost of "(c) PURCHASERS.- purchasers vote to withdraw such approval, economical and efficient provision of quality "(1) IN GENERAL.- the Board shall certify that such approval is care, and shall promote an appropriate dis- withdrawn and initiate procedures to select tribution of primary and specialty care. To "(A) PETITION.-An organization (through a new negotiator or negotiators. the extent desirable and feasible, the nego- a representative of such organization) or an individual that desires to be a negotiator on "(3) LIMITATION AND ELECTION.- tiators shall recommend, and the the Board behalf of health care purchasers under this "(A) LIMITATION.-With respect to a sector shall approve, special treatment for man- in which no exclusive negotiator has been aged care programs. section shall submit a petition requesting such to the Board. Such petition shall in- approved under subsection (b)(1)(C) or "OUTCOME OF NEGOTIATIONS, AGREEMENTS clude any authorizations of representation (c)(1)(C), the Board may not grant approv- that such organization or Individual has re- als to organizations and individuals under "SEC. 1176. (a) AGREEMENT.-If a majority ceived on behalf of health care purchasers. paragraph (1)(B) of each such subsection, as of the negotiators (in the case of multiple applicable, in a manner that would result in negotiators) for the providers and a majori- "(B) GENERAL APPROVAL.-An organization or individual submitting a petition under the approval of individuals and organiza- ty of the negotiators (in the case of multiple subparagraph (A) that contains authoriza- tions representing in excess of 100 percent negotiators) for the purchasers, for a par- tions of representation from not less than of the purchasers or providers. ticular sector, agree to recommend a propos- 25 percent of the health care purchasers in "(B) ELECTION.-In the event that peti- al under this part to the Board. such pro- posal shall be considered to have been a sector, as determined by the Board, shall tions are received (whether or not approvals be approved by the Board as a negotiator have previously been granted) under subsec- agreed to by the negotiators. for purchasers with respect to that sector. tion (b)(1)(B) or (c)(1)(C), from organiza- "(b) BINDING NATURE OF AGREEMENTS.-If a "(C) EXCLUSIVE NEGOTIATOR.-An organiza- tions or individuals cumulatively represent- negotiated agreement is reached, pursuant n or individual submitting a petition ing in excess of 100 percent of the purchas- to subsection (a), concerning a health serv- der subparagraph (A) that contains au- ers or providers in a sector the Board shall ices rate structure, or concerning any other conduct an election among such qualified matter that would lead to the achievement adorizations of representation from not less than 50 percent of the health care purchas- organizations or individuals to determine of the goals developed by the Board under ers In a sector, as determined by the Board, which such organizations and individuals section 1172. or an alternative goal accepted will tinued. be approved or have their approval con- by the Board under subsection (c), and such shall be approved by the Board as the exclu- agreement, in the judgment of the Board, will lead to the achievement of such goals, 7200 CONGRESSIONAL RECORD SENATE June 5, 1991 the Board shall promulgate regulations im- Board shall take into account the nature, mined without rd to this section plementing such rates and other matters circumstances, extent, and gravity of the act through the fifth full fiscal year after the and such rates and other matters shall be subject to penalty, the ability to pay, the date of enactment of this section. binding on providers and purchasers in the effect on the ability to continue to do busi- "UNIFORM BILLING AND'MANDATORY REPORTING sector to which such agreement applies. ness, any history of prior, similar acts, and "(c) AGREEMENT ON DIFFERENT GOAL.-If such other matters as the Board determines "SEC. 1180. (a) IN GENERAL.-The Board the negotiators reach an agreement, pursu- appropriate. shall establish a system of uniform billing ant to subsection (a), concerning a goal that "(3) LIMITATION ON ACTIONS.-The Board and reporting, as required under subsection is different than a goal that has been devel- may not initiate an action under this subsec- (c), that will enable the Board to determine oped by the Board under section 1172, the tion with respect to any noncompliance de- the progress made in meeting the goals es. Board shall adopt such agreed upon goal if scribed in subsection (a) that occurred tablished under section 1172, to provide in- the Board determines that it would be in before the date of the enactment of this sec- formation for health care providers and the best interest of the general public to tion. purchasers to assist such providers and pur- adopt such goal. The Board, on a rejection "(c) INJUNCTIVE RELIEF.-The Board shall chasers in providing and obtaining efficient- of such alternative agreed upon goal, may have the power, upon the initiation of an ly provided quality health care, and to request that the negotiators attempt to action regarding noncompliance with a pro- reduce administrative costs of the health reach a negotiated agreement concerning vision of this part, to petition any United care system. the original goal under section 1172, and States district court, within any district "(b) GENERAL REPORTING AND DATA RE- such other measures to achieve such origi- wherein such noncompliance is alleged to QUIREMENTS.-The Board shall- nal goal, and may promulgate regulations have occurred, for appropriate temporary "(1) develop a computerized system for recommending rates and other matters to injunctive relief. Upon the filing of any the collection, analysis, and dissemination achieve the original goal. such petition, the court shall cause notice of data required to be collected under this "(d) EFFECT OF No AGREEMENT.- thereof to be served upon such person, and part; "(1) IN GENERAL.-If the negotiators for a thereupon shall have jurisdiction to grant "(2) establish one or more uniform claims particular sector fail to reach a negotiated the Board such temporary injunctive relief and billing form as required in subsection agreement, pursuant to subsection (a), con- as the court determines to be appropriate. (c)(2) to be utilized by all data sources and cerning 8 goal established under section "(d) JUDICIAL REVIEW.-Any health care providers; 1172, the Board shall promulgate regula- provider or purchaser that is the subject of "(3) audit information provided by health tions recommending advisory rates and an adverse decision under subsection (b)(1) care providers on a sample basis or in situa- other matters necessary to achieve such or subsection (c) may obtain a review of tions where there exists reasonable cause goals. Such advisory rates and other matters such decision by the United States Court of for such an audit; and shall not be binding on health care provid- Appeals for the District of Columbia or for "(4) issue public reports concerning health ers and purchasers. the circuit in which the provider or pur- care costs and the effectiveness of the "(2) CONSTRUCTION.-Notwithstanding any chaser resides, by filing in such court health care provided by health care provid- other provision of law, health care purchas- (within GO days following the date the pur- ers. ers may combine for the purpose of agree- chaser or provider is notified of the decision "(c) DATA COLLECTION.- ing to pay health care providers for services of the Board) a petition requesting that the "(1) IN GENERAL-Data sources shall at rates recommended pursuant to para- decision be modified or set aside. submit to the Board, on the request of the graph (1). "ROLE OF STATES Board, all data required to be submitted "(e) TECHNICAL ASSISTANCE.-The Board "SEC. 1178. (a) ALTERNATIVE SYSTEMS, under this part in accordance with the uni- shall provide technical assistance to negotia- ETc.-A State consortia described in part D form submission formats, coding systems, tors, including estimates of the effect on ex- of this title may, with the approval of the and other technical specifications estab- penditure goals of alternative proposals and Board, establish an alternative payment lished by the Board to assure that such in- estimates of utilization changes that can be system. rates, and methods for achieving coming data is substantially valid, consist- expected under different proposals. The goals developed by the Board under section ent, compatible and manageable. Board may recommend a proposal to 1172. "(2) UNIFORM CLAIMS AND BILLING FORMS.- achieve expenditure goals for the consider- "(b) APPROVAL-The Board shall approve Data shall be collected by the Board ation of the negotiators. The Board may alternative payment systems, rates, and through the use of one or more Federal Uni- make available professional mediation and methods under subsection (a) if Board de- form Claims and Billing Forms developed by conciliation services to the negotiators. termines that such alternative systems, the Board and utilized by providers and pur- "ENFORCEMENT rates, or methods would result in a level of chasers of health care that shall, at & mini- "Sec. 1177. (a) IN GENERAL.-A health care health care expenditures in the State that mum, include- provider assessing rates other than those re- achieves the national goals developed under "(A) 8 uniform patient identifier; quired under regulations promulgated by section 1172, adjusted to the State level. If "(B) the date of birth of the patient; the Board determines that such national the Board under this part, or failing to "(C) the gender of the patient; comply in any other manner with such reg- goals would not be achieved through the "(D) the ZIP Code of the patient; ulations, or a health care purchaser paying proposed alternative systems, rates or meth- "(E) the date of admission of the patient rates other than those required under such ods, the rates or other matters that apply to for inpatient hospital services; regulations, except in the case of an alterna- the State under regulations promulgated by "(F) the date of discharge of the patient tive rate or method established under sub- the Board shall remain binding in the State. referred to in subparagraph (E); sections (a)(2) and (b)(2) of section 1175, Such Board approval is only necessary "(G) the principal and secondary diag- shall- where binding payment systems. rates and noses of the patient; "(1) be ineligible for any assistance under methods are not promulgated under a nego- "(H) the principal and secondary proce- this Act; and tiated agreement. dures to be followed in treating the patient; "(2) be liable to the United States for a "(c) STANDARD FOR DETERMINATION.-In "(I) a uniform health care facility identifi- civil penalty for such failure in an amount making a determination under subsection er; not to exceed $50,000 in the case of an indi- (b), the Board shall consider the effect of "(J) uniform identifiers of physicians vidual and $500,000 in the case of an organi- the alternative systems, rates or methods, treating the patient; zation, as provided for in subsection (b). with respect to the goals established under "(K) for services provided in an inpatient "(b) CIVIL ACTIONS.- section 1172, on the State as a whole rather setting, the total charges of the health care "(1) IN GENERAL-A civil penalty under than on particular health care sectors in the facility treating the patient, segregated into subsection (a)(2) shall be assessed by the State. major categories determined appropriate by Board on a health care provider or purchas- "OTHER GOVERNMENT PROGRAMS the Board; er by an order made on the record after an "SEC. 1179. The Board shall promulgate "(L) the amounts of actual payments opportunity for 8 Board hearing on any dis- regulations recommending advisory rates made to the treating health care facility: puted issues of material fact and the and other matters necessary to achieve the "(M) the amounts of the charges of each amount of the penalty. In the course of any goals established under section 1172 for all physician or professional rendering service investigation or hearing under this para- Federal programs (other than the program to the patient; graph, the Board or its designees may ad- under title XVIII of this Act) that reim- "(N) the services provided in an inpatient minister oaths and affirmations, examine burse providers on & fee, charge, or cost setting; witnesses, receive evidence, and issue sub- basis or charge third-party providers on "(O) the amounts of actual payments poenas requiring the attendance and testi- such basic. Such nonbinding rates shall be made to each physician or professional ren- mony of witnesses and the production of consistent with the rates promulgated by dering service to the patient; evidence that relates to the matter under in- the Board under sections 1176 and 1178, "(P) a uniform identifier of the primary vestigation. except that Federal payments resulting payor; "(2) AMOUNT.-In determining the amount from such rates shall be no greater than "(Q) the ZIP Code of the facility where of & civil penalty under paragraph (1), the such payments would have been if deter- service is rendered to the patient; June 5, 1991 CONGRESSIONAL - SENATE 7201 "(R) the patient discharge status; and Security Act of 19 (29 U.S.C. 1002(1)) rability in such rates. Such recommenda- "(S) such other material as the Board de- that- tions shall not result in Federal payments termines necessary or useful to carry out "(A) provides medical care to participants greater than such payments would have the duties of the Board or to provide ade- or beneficiaries directly or through insur- been If determined without regard to this quate information to purchasers of health ance, reimbursement, or otherwise; and section through the fifth full fiscal year care to assist such purchasers in appropri- "(B) meets the requirements of section after the date of enactment of this section. ately paying for services. 2721 of the Public Health Service Act. "(b) PHYSICIAN SERVICES.Notwithstand- "(3) MEASURE OF SERVICE EFFECTIVENESS.- Such term shall include a small business ing any other provision of this title, in the "(A), DEVELOPMENT OF METHODOLOGY.-To the extent practical and as rapidly as feasi- health benefits plan, as defined in section second full fiscal year after the date of en- 2713(11) of such Act. actment of this section and annually there- ble, the Secretary shall develop and imple- "(2) MANAGED CARE PLAN.-The term 'man- after, the Board shall, with due regard to ment a methodology or methodologies that aged care plan' has the meaning given such the recommendations of the Physician Pay- will measure the effectiveness of the health term by section 2108(a)(6). ment Review Commission, recommend- care service provided by health care provid- "(3) PROVIDER.-The term 'provider' "(1) appropriate modifications of the re- ers. means a physician, hospital, health mainte- source based relative value schedule provid- "(B) INCLUSION IN UNIFORM BILLING nance organization, pharmacy, laboratory, ed for in section 1848; FORM.-To the extent practical and as rapid- or other appropriately licensed provider of "(2) volume performance standards pro- ly as feasible, the Secretary shall include In health care services or supplies, that has en- vided for in section 1848(f); the uniform claims and billing forms or in tered into an agreement with a managed "(3) updates in the conversion factor, con- other data collection instruments estab- care entity to provide such services or sup- sistent with the volume performance stand- lished under subsection (b) data necessary plies to a patient enrolled in a managed care ards, provided in section 1848(d); to provide the Secretary with information plan. "(4) revisions of the geographical adjust- concerning each service provided by health "(4) PURCHASER.-The term 'purchaser' ment factors provided in section 1848(e); care providers that is sufficient to enable means an entity that pays for services of and the Secretary to analyze the quality, cost, providers, including in the case of a health "(5) such other matters relating to reim- and service effectiveness of the provider. benefit plan provided pursuant to a collec- bursement under this title as the Board "(4) ADDITIONAL DATA.-The Board may tive bargaining agreement, the labor union shall elect. collect additional data, including audited that has negotiated for such plan on behalf In making such recommendations to the annual financial reports of all hospitals and of employees shall be considered to be a Congress, the Board shall also make recom- ambulatory service facilities, medicare cost purchaser. mendations for modifications of the physi- reports, information on capital expendi- tures, and any other data that the Board de- "EFFECTIVE DATES clan payment system under this title. In termines necessary to carry out its responsi- "SEC. 1183. The Board shall develop the making the recommendations described in bilities under this part. goals under section 1172 for each calendar paragraphs (1), (2), (3), and (4), the Board "(5) RECOMMENDATIONS.-The Board shall year beginning not later than the second shall seck to maintain parity in increases in make recommendations to the committees full calendar year after the date of the en- payment rates with other purchasers of of Congress, the President, and the insur- actment of this part. The Board shall estab- health care services, and shall, over time, ance industry concerning methods to reduce lish the negotiating procedures required seek to achieve comparability in such rates. the cost and burden of duplication or exces- under section 1173(a) for each calendar year Such recommendations shall not result in sive reporting requirements imposed on beginning not later than the third calendar Federal payments greater than such pay- year after the date of the enactment of this ments would have been if determined with- health care providers. "(d) REPORTS.- part.". out regard to this section through the fifth "(1) IN GENERAL-The Board, not less than (c) CONFORMING AMEN DMENTS.- full fiscal year after the date of enactment Ince each calendar year, shall for every (1) COMPENSATION, LEVEL III-Section 5314 of this section.". health care provider for which sufficient of title 5, United States Code, is amended by Subtitle C-State Purchasing Consortia data is available. prepare and make avail- adding at the end thereof the following: SEC. 421. STATE PURCHASING CONSORTIA able reports that shall, to the extent practi- "Members, Federal Health Expenditure (a) PUBLIC HEALTH SERVICE Acr.-Title cable and scientifically valid, contain data in Board." XXVII of the Public Health Service Act (as a form that will provide the most useful in- (2) COMPENSATION, LEVEL IV.-Section 5315 added by section 101 and amended by sec- formation to purchasers of health care serv- of title 5, United States Code, is amended by tions 201, 311 and 411) is further amended ices regarding such providers to enable such adding at the end thereof the following: by adding at the end thereof the following purchasers to compare providers on the "Members, Federal Health Expenditure new part: basis of cost and quality. Board.". "(2) AVAILABILITY.-The Secretary shall (d) MEDICARE-Title XVIII of the Social "PART E-STATE PURCHASING CONSORTIA advertise and make available all reports pre- Security Act (42 U.S.C. 1395 et seq.) is "SEC. 2781. STATE PURCHASING CONSORTIA. pared under paragraph (1) to the general amended by adding at the end the following "(a) REQUIREMENT.- public, including any dissents submitted by new section: "(1) ESTABLISHMENT BY STATE-Not later health care providers. "FEDERAL HEALTH EXPENDITURE BOARD than 1 year after the date of enactment of "(3) RECOMMENDATIONS.-The Board shall this part, or the first day of the first calen- "SEC. 1893. (a) HOSPITAL SERVICES.-Not- make recommendations to the appropriate dar year beginning after the close of the withstanding any other provision of this committees of Congress, the President, and title, in the second full fiscal year after the first regular session of the State legislature the insurance industry concerning methods that begins after the date of enactment of date of enactment of this section and annu- to reduce the cost and burden of duplicative this part, whichever is later, the State shall ally thereafter, the Federal Health Expendi- or excessive reporting requirements imposed establish a State Consortium (hereafter re- ture Board (hereafter in this section re- on health care providers. ferred to as the 'Board') shall, with due ferred to in this section as the 'consortium') "(e) DEFINITION.-As used in this section, regard to the recommendations of the Pro- which may be a public or nonprofit private the term 'data sources' means classes of en- entity, or be a member of a Regional Con- spective Payment Assessment Commission, tities and individuals that the Board desig- sortium in accordance with subsection (f), recommend- nates as data sources. that shall carry out the activities described "(1) the update factor for the DRG pro- in subsection (d). "ANNUAL REPORTS spective payment rates provided in section "SEC. 1181. Not later than June 30 of each 1886(d); "(2) ESTABLISHMENT BY SECRETARY.-If a State fails to establish a State consortium year, the Board shall prepare and submit to "(2) the DRG recalibration; the President, the appropriate committees "(3) the update factor for excluded hospi- as required under paragraph (1), the Secre- tals; and tary shall develop and implement a State of Congress and the general public, a report consortium for such State. concerning the success in attaining expendi- "(4) such other matters relating to reim- ture, access, and quality goals developed bursement under this title as the Board "(b) BOARD OF DIRECTORS AND MEMBER- SHIP.- under section 1172. and containing recom- shall elect. "(1) BOARD OF DIRECTORS.- mendations for additional measures, if any, In making such recommendations to the "(A) IN GENERAL-A consortium shall be that the Board determines are necessary to Congress, the Board shall also make recom- managed by a board of directors who shall achieve such goals. mendations for modifications of the pro- be appointed and serve in accordance with "DEFINITIONS spective payment system under this title. In guidelines and regulations developed by the recommending the update factor for DRG State. SEC. 1182. As used in this part: prospective payment rates and for excluded (1) HEALTH BENEFIT PLAN.-The term "(B) MANDATORY FUNCTIONS.-The guide- hospitals. the Board shall seek to maintain health benefit plan' means an employee lines and regulations developed under sub- parity in increases in payment rates with welfare benefit plan (as defined in section paragraph (A) shall ensure that, for pur- other purchasers of health care services, 3(1) of the Employee Retirement Income poses of carrying out the mandatory func- and, shall over time, seek to achieve compa- tions under subsection (d)(1), the board of S 7202 CONGRESSIONAL RECORD SENATE June 5, 1991 directors will be composed of Insurers, pro- viders and consumers. with the program established under part D, to assure the provision of cost-effective, and employ uniform billing and claim form "(C) OPTIONAL FUNCTIONS.-The guidelines quality services. and procedures for providers of health serv- and regulations developed under subpara- "(5) SMALL SHARE HEALTH INSURANCE COM- ices covered by enrollees, and for individuals graph (A) hall ensure that, for purposes of PANIES.-As used in this subsection, the term submitting claims directly to the consorti- carrying out the optional functions under 'small share health insurance companies' um; subsection (d)(2), the board of directors will shall include entities determined appropri- "(D) further attempt to reduce adminis- be composed of individuals who represent ate by the Secretary. In making such deter- trative costs and burdens on enrollees and the balanced interests of all interested par- mination, the Secretary shall seek to mini- providers of health services, through- ties. mize the number of sources reimbursing "(i) the maintenance of a staff to explain "(2) MEMBERSHIP IN CONSORTIUM.-All pro- claims procedures (that shall be consistent providers directly in the State but shall viders and purchasers of health insurance with claims procedures adopted under title permit insurers with a market share that is and health care in the State, including busi- XVIII of the Social Security Act) to provid- large enough to sufficiently achieve the ness, labor, and consumer organizations, ers and enrollees and to provide such other economies of scale sought through the con- shall be eligible to become members of the services as may assist providers in receiving sortium, to remain independent of the con- consortium in such State. reimbursement promptly and at the lowest sortium, to the extent that permitting such "(c) APPLICATION AND PLAN, GRANTS AND possible cost; separate payment sources would not dilute TECHNICAL ASSISTANCE.- "(ii) establish, to the maximum extent the purpose of the consortium. "(1) APPLICATION AND PLAN.- practicable, a paperless processing system to "(e) DATA AND INFORMATION.-A State con- "(A) REQUIREMENT.-Prior to the estab- permit providers to submit claims electroni- sortium shall collect or provide for the col- lishment of the State consortium, the State cally to the consortium; lection of data and information concerning shall prepare and submit to the Secretary "(iii) establish, to the maximum extent the operations of the consortium and shall for approval, an application in such form practicable, the use of 'sinart cards' or other provide such data and information to the and containing such information as the Sec- electronic methods for immediate verifica- Secretary on an annual basis. retary may require, including the plan de- tion by providers of an individuals's health "(f) REGIONAL CONSORTIUM.-States may scribed in subparagraph (B). insurance coverage; enter into an agreement for the establish- "(B) PLAN.-As part of the application sub- "(iv) encouraging providers to submit ment of a regional consortium that shall mitted under subparagraph (A), the State claims directly to the consortium on behalf have jurisdiction over all States that are shall prepare a plan that shall outline the of enrollees; and parties to such agreement and that shall be form of the State consortium and that shall "(v) the conduct of appropriate utilization subject to the provisions of this section as If include a description- reviews; such consortium were established by a "(i) of the guidelines applicable to the ap- "(E) carry out any other activities deter- single State. pointment and service of the board of direc- mined appropriate by the Secretary; and "(g) ENFORCEMENT.-A State that fails to tors of the consortium; "(F) cooperate with the Federal Health comply with the requirements of this sec- "(ii) of the manner in which the State will Expenditure Board established under part tion shall be ineligible to receive assistance solicit membership for the consortium; D. made available under this Act. "(iii) of the manner in which the consorti- "(2) OPTIONAL FUNCTIONS.-The State con- um will perform the mandatory functions "(h) STUDY.-Not later than 3 years after sortium may- under subsection (d)(1); the date of enactment of this part, the Sec- "(A) permit insurers with a large share of "(iv) of the optional functions that the retary shall prepare and submit to the ap- the market in & State to participate in the consortium will perform under subsection propriate committees of Congress, a report consortium; (d)(2); and that shall contain the results of a study con- "(B) convene negotiations with health "(v) of any other information that the ducted by the Secretary concerning the care providers and purchasers and others, as Secretary determines appropriate. State consortia system established under appropriate, concerning the availability of "(2) GRANTS.- this section, and whether such consortia are health care services, coverage and reim- "(A) IN GENERAL-The Secretary shall effective in containing health care costs, in bursement levels for such services, and award a grant to each State to assist the expanding the availability of access to such State in paying the costs associated with the claim sub- ission and payment procedures (activities undertaken as a result of such ne- care, and in protecting and enhancing the establishment and initial operation of the quality of such care. State consortium. gotiations shall be exempt from Federal "(i) AUTHORIZATION OF APPROPRIATIONS.- anti-trust laws if such activities are author- "(B) AMOUNTS.-Not less than $150,000 ized by the State); There are authorized to be appropriated shall be provided to each State under a "(C) develop procedure: for- such sums as may be necessary to carry out grant awarded under this subparagraph (A), this section.". "(1) the allocation of capital among health except that additional amounts may be pro- care providers to encourage an adequate (b) SOCIAL SECURITY Acr.-Title XI of the vided to a State if the Secretary determines, and efficient level and distribution of health Social Security Act (as amended by section based on an application that is submitted by care resources; 411) is further amended by adding at the the State for such amounts, that such "(ii) encouraging a rational distribution of end thereof the following new part: amounts are needed to help defray the costs health care providers; and "PART D-STATE PURCHASING CONSORTIA associated with optional functions provided by the consortium under the State plan sub- "(iii) encouraging the development of managed care; "STATE PURCHASING CONSORTIA mitted under paragraph (1)(B). "(D) the collection and dissemination of "SEC. 1191. (a) MEMBERSHIP IN CONSORTI- "(C) PLANNING FUNCTIONS.-Except as pro- vided in subparagraph (B), amounts provid- data through a Statewide data organization UM.- that is accessible to all interested parties in "(1) IN GENERAL.-A State may, with the ed under grants awarded under this para- the State in order to facilitate appropriate approval of the Secretary, require that the graph shall be utilized for planning func- decisions by consumers and to encourage ef- providers operating under the programs tions only. ficient behavior by providers; conducted under titles XVIII, XIX, and "(3) TECHNICAL ASSISTANCE.-The Secre- "(E) coordinate with entities responsible XXI of this Act in the State, participate in tary shall provide technical assistance to for assuring the quality of health care pro- the State consortium for purposes of claims States in setting up the State consortia. vided within the State; and processing and for such other purposes as "(d) FUNCTIONS OF CONSORTIUM.- "(F) carry out any other activities that are the Secretary may approve, in the least re- "(1) MANDATORY FUNCTIONS.-The State consortium shall- contained within the State plan and ap- strictive manner practicable. proved by the Secretary and that are de- "(2) WAIVERS.-With respect to a State re- "(A) enroll all small share health insur- signed to improve the quality of health care, quirement under paragraph (1) that provid- ance companies in the State as members of the consortium for insurers, purchasers and access to such care, and to control the costs ers under titles XVIII, XIX, and XXI of of such care. providers; this Act participate in the consortium, the "(3) APPLICABILITY OF CONSUMER PROTEC- "(B) establish a claim payment fund and Secretary may waive such requirement on TION LAWS.-Notwithstanding any other pro- the request of such & provider, if the Secre- procedures for the payment, by the consor- vision of law, the provisions of the Con- tium on behalf of its enrollees, of valid tary determines, on & budget neutral basis, sumer Product Safety Act and other Feder- claims submitted by providers or enrollees that such waiver is necessary to protect the al consumer protection laws shall apply to to the consortium, such fund to be capital- access of the beneficiaries of such provider ized through public and private contribu- the functions carried out under paragraph to care provided by such provider, and that (1). tions and assessments made by the consorti- such waiver will promote the cost effective "(4) MANAGED CARE.-This subsection shall delivery of services. um on such enrollees to reflect amounts not be construed as limiting the ability of a paid from such fund on behalf of each such "(b) FUNCTIONS OF CONSORTIUM.- enrollee; managed care plan to select providers eligi- "(1) MANDATORY FUNCTIONS.-The State ble to perform services under the plan, or to "(C) develop, in consultation and with the consortium shall- establish reasonable procedures to be fol- assistance of the Secretary and consistent "(A) enroll all small share health insur- lowed by providers participating in the plan, ance companies in the State as members of June 5, 1991 CONGRESSIONAL RECORD - SENATE 7203 the consortium for insurers, purchasers and "(3) APPLICABILITY OF CONSUMER PROTEC- providers; "(2) OPERATION.-'1. Administrator may TION LAWS.-Notwithstanding any other pro- "(B) establish a claim payment fund and reserve not to exceed 10 percent of the vision of law, the provisions of the Con- ocedures for the payment, by the consor- amount appropriated under subsection (g) sumer Product Safety Act and other Feder- im on behalf of it's enrollees, of valid in each fiscal year for the operation of the al consumer protection laws shall apply to claims submitted by providers or enrollees clearinghouse, the dissemination of infor- the functions carried out under paragraph to the consortium, such fund to be capital- (1). mation, and the provision of technical as- ized through public and private contribu- "(4) MANAGED CARE.-This subsection shall sistance under paragraph (1). tions and assessments made by the consorti- not be construed as limiting the ability of a "(e) CONSULTATION.-In developing the um on such enrollees to reflect amounts managed care plan to select providers eligi- procedures for awarding grants under this paid from-such fund on behalf of each such ble to perform services under the plan, or to section, the Secretary shall consult with the enrollee; establish reasonable procedures to be fol- Federal Health Expenditure Board estab- "(C) develop, in consultation and with the lowed by providers participating in the plan. lished under part D of title XXVII. assistance of the Secretary and consistent to assure the provision of cost-effective, "(f) MATCHING REQUIREMENT.-In the case with the program established under part C. quality services. of a grant awarded for the conduct of a and employ uniform billing claim forms and "(5) SMALL SHARE HEALTH INSURANCE COM- demonstration program that will provide a procedures for providers of health services PANIES.-As used in this subsection, the term direct benefit to the grantee, the Adminis- covered by enrollees, and for individuals 'small share health insurance companies' trator shall not award such grant unless the submitting claims directly to the consorti- shall include entities determined appropri- grantee agrees to provide additional um; ate by the Secretary. In making such deter- amounts for such program equal to not less "(D) further attempt to reduce adminis- mination, the Secretary shall seek to mini- than 25 percent of the amount of the grant. trative costs and burdens on enrollees and mize the number of sources reimbursing Such additional amounts may be in cash or providers of health services, through- providers directly in the State but shall in kind. "(i) the maintenance of a staff to explain permit insurers with a market share that is "(g) AUTHORIZATION OF APPROPRIATIONS.- claims procedures (that shall be consistent large enough to sufficiently achieve the There are authorized to be appropriated to with claims procedures adopted under title economies of scale sought through the con- carry out this section, such sums as may be XVIII of this Act) to providers and enrollees sortium, to remain independent of the con- necessary in each of the fiscal years 1992 and to provide such other services as may sortium, to the extent that permitting such through 1994.". assist providers in receiving reimbursement separate payment sources would not dilute promptly and at the lowest possible cost; the purpose of the consortium. Subtitle E-Malpractice Reform "(ii) establish, to the maximum extent "(c) DATA AND INFORMATION.-A State con- SEC. 441. MALPRACTICE REFORM. practicable, 8. paperless processing system to sortium shall collect or provide for the col- Part A of title IX of the Public Health permit providers to submit claims electroni- lection of data and information concerning cally to the consortium; the operations of the consortium and shall Service Act (42 U.S.C. 299 et seq.) as amend- provide such data and information to the ed by section 431 is further amended by "(iii) establish, to the maximum extent practicable, the use of 'smart cards' or other Secretary on an annual basis. adding at the end thereof the following new section: electronic methods for immediate verifica- "(d) REGIONAL CONSORTIUM.-States may tion by providers of an individual's health enter into an agreement for the establish- "SEC. 906. MALPRACTICE REFORM. insurance coverage: ment of a regional consortium that shall "(a) IN GENERAL.-The Administrator may "(iv) encouraging providers to submit have jurisdiction over all States that are award grants to States for the development claims directly to the consortium on behalf parties to such agreement and that shall be and implementation of programs for medi- enrollees; and subject to the provisions of this section as if cal malpractice reforms. Programs receiving (v) the conduct of appropriate utilization such consortium were established by a such grants shall include efforts to develop liews; single State. alternative methods to resolve liability dis- "(E) carry out any other activities deter- "(e) ENFORCEMENT.-A State that fails to putes that fairly protect the interests of all mined appropriate by the Secretary; and comply with the requirements of this sec- parties involved and may include an appro- "(F) cooperate with the Federal Health tion shall be ineligible to receive payments priate role for the use of medical practice Expenditure Board. under section 2109 of this Act.". guidelines. No grant shall be awarded that is "(2) OPTIONAL FUNCTIONS.-The State con- Subtitle D-Cost Control Grant Program inconsistent with the goal of- sortium may- SEC. 431. COST CONTROL GRANT PROGRAM. "(1) reducing excessive health care costs; "(A) permit insurers with a large share of Part A of title IX of the Public Health "(2) reducing unnecessary or ineffective the market in a State to participate in the Service Act (42 U.S.C. 299 et seq.) is amend- medical care; consortium; ed by adding at the end thereof the follow- "(3) improving access to quality health "(B) convene negotiations with health ing new section: care; care providers and purchasers and others, as "SEC. 905. COST CONTROL GRANT PROGRAM. "(4) ensuring fair and adequate compensa- appropriate, concerning the availability of health care services, coverage and reim- "(a) IN GENERAL.-The Administrator may tion for and review of injuries arising from award grants and enter into contracts with medical negligence; bursement levels for such services, and claim submission and payment procedures States, public entities, insurers, health plan "(5) ensuring reasonable insurance rating administrators, businesses, labor unions, and premium setting practices; and (activities undertaken as a result of such ne- gotiations shall be exempt from Federal non-profit organizations, and researchers "(6) improving patient protections, disci- anti-trust laws if such activities are author- for the development, demonstration, and plinary standards for health care profes- ized by the State); evaluation of innovative methods for reduc- sionals, and the effectiveness of State medi- ing health care costs. cal boards. "(C) develop procedures for- "(b) APPLICATION.-To be eligible for a "(b) TYPES OF GRANTS.-A grant awarded "(i) the allocation of capital among health grant or contract under subsection (a), an under subsection (a) shall be either- care providers to encourage an adequate and efficient level and distribution of health entity of the type described in such subsec- "(1) a planning grant, to assist the grantee tion shall prepare and submit, to the Ad- care resources; in the development of a program under this "(ii) encouraging a rational distribution of ministrator, an application at such time, in section that shall be for a period of not to health care providers: and such form, and containing such information exceed two years; or "(iii) encouraging the development of as the Administrator shall require. "(2) an operational grant. to assist the managed care; "(c) PREFERENCES.-In awarding grants or grantee in operation and evaluation of the "(D) the collection and dissemination of entering into contracts under subsection (a), new program referred to in paragraph (1), data through a Statewide data organization the Administrator shall give a preference to that shall be for a period of not to exceed that is accessible to all interested parties in entities submitting applications under sub- five years. the State in order to facilitate appropriate section (b) that propose to implement "(c) REQUIREMENT.-An operational grant decisions by consumers and to encourage ef- projects, with assistance provided under this under subsection (b)(2) shall include a re- ficient behavior by providers; section. with the potential to develop pro- quirement that an evaluation. approved by "(E) coordinate with entities responsible grams that could have a significant impact the Administrator as being adequate, is con- for assuring the quality of health care pro- on overall national health care costs. ducted to determine the effectiveness of the "(d) CLEARINGHOUSE.- mided within the State: and program for which the grant is utilized. A F) carry out any other activities that are "(1) ESTABLISHMENT.-The Administrator final report on the results of the evaluation ained within the State plan and ap- shall establish a clearinghouse, and under- shall be prepared and submitted to the Ad- Aved by the Secretary and that are de- take such other activities as may be neces- ministrator. signed to improve the quality of health care, sary, to disseminate information concerning "(d) AUTHORIZATION OF APPROPRIATIONS.- access to such care, and to control the costs successful health care cost control methods of such care. and to provide technical assistance in the There are authorized to be appropriated implementation of such methods. such sums as may be necessary to carry out this section.". 7204 CONGRESSIONAL RECORD June 5, 1991 SEC. 442. STUDY OF MEDICAL MALPRACTICE. (a) CONTRACT.-The Secretary shall enter provement board, appoint the executive di- subsection shall be construed to prohibit a into a contract with the Institute of Medi- rector of the quality improvement rd, plan from paying for services performed or cine, or with a similar independent entity, and shall assume such other duties the for the collection and analysis of data and Secretary may prescribe or the board ordered by such provider at its normal reim- di- bursement rates. issues, by a group of representatives of in- rectors shall determine to be necessary to the proper functioning of the quality im- "(e) RECERTIFICATION AND SUSPENSION OF terested parties and experts, related to- provement board. CERTIFICATION.-A provider certified as out- (1) ineffective or unnecessary medical "(c) DUTIES OF THE QUALITY IMPROVEMENT standing under subsection (c)(3) shall be re- testing and practices; BOARD.- certified periodically by the quality im- (2) the occurrence of malpractice and mal- practice awards (including the number of "(1) GUIDELINES.- provement board unless the board acts to "(A) REQUIREMENT.-The quality improve- suspend such certification. Such suspen- negligence); claims filed and the number of findings of ment board shall adopt guidelines for appro- sions, at the request of the provider shall be reconsidered. (3) the adequacy of existing health care priate medical practice and for recommend- ed measures to be taken by providers to im- "(f) EXCEPTION FOR MANAGED CARE provider licensing and disciplining proce- dures in preventing malpractice; prove the quality of care. PLANS.-Nothing in this section shall be con- (4) the reasonableness of malpractice in- "(B) CONTENTS.-Guidelines adopted strued to limit the ability of a managed care surance premiums and rate-setting prac- under subparagraph (A) shall include those plan to choose providers eligible to perform of the type developed under the authority services under the plan or to establish rea- tices; and of section 912 and such guidelines as the sonable procedures to be followed by provid- (5) any other issues relevant to the ade- quacy of current medical practices, of com- Secretary may specify, and may include ad- ers participating in the plan in order to ditional guidelines developed by profession- assure cost-effective, quality services. pensation for injuries resulting from medi- cal malpractice, and the impact of legal 11- al societies or other appropriately qualified "(g) PLANNING GRANTS.-To facilitate the bodies or individuals. establishment of a quality improvement ability on medical practices. (b) RECOMMENDATIONS.-Not later than 1 "(2) RECOMMENDED MEASURES.-In coopera- board in each State, the Secretary may tion with appropriate professional bodies, award planning grants, in amounts that year after the date of enactment of this Act, the Institute or entity referred to in subsec- associations, and the Joint Commission on shall not exceed $200,000 for each State, to tion (a) shall make available to the Secre- Accreditation of Hospitals, the quality im- private, non-profit or public entities, for the tary, the appropriate committees of Con- provement board shall recommend meas- planning, development and implementation ures for continuous quality improvement to of the board and the programs undertaken gress, the appropriate State officials, and to by the board. the general public, a report containing the be adopted by health care professionals and institutions. Such measures shall include "(h) AUTHORIZATION OF APPROPRIATIONS.- recommendations of the Institute or entity measures specified by the Secretary, appro- There are authorized to be appropriated, forms. for any desirable medical malpractice re- priate continuing medical education and, for such sums as may be necessary to carry out this section.". (c) AUTHORIZATION OF APPROPRIATIONS.- health care institutions, internal quality im- There are authorized to be appropriated provement procedures. (b) SOCIAL SECURITY Acr.-Title XI of the such sums as may be necessary to carry out "(3) CERTIFICATION OF PROVIDERS.-The Social Security Act (42 U.S.C. 1301 et seq.) this section. quality improvement board shall periodical- as amended by sections 411 and 421, is fur- Subtitle F-Reducing the Administrative Cost of ly review the performance of health care ther amended by adding at the end thereof Assuring Appropriate Utilization of Health service providers and, based on- the following new part: Care Services and Improving the Quality of "(A) the conformity of the practice of the "PART E-ESTABLISHMENT OF A QUALITY Health Care Services provider with the guidelines developed by IMPROVEMENT BOARD SEC. 451. ESTABLISHMENT OF A QUALITY IM- the board; "(B) such measures of health care out- "ESTABLISHMENT OF A QUALITY IMPROVEMENT PROVEMENT BOARD. BOARD (a) PUBLIC HEALTH SERVICE AcT.-Title comes as may be scientifically valid and XXVII of the Public Health Service Act (as adopted by the board; "SEC. 1195. (a) DUTIES OF THE QUALITY IM- "(C) adoption by the provider of the meas- PROVEMENT BOARD.- added by section 101 and amended by sec- tions 201, 311, 411, and 421) is further ures for continuous quality improvement "(1) GUIDELINES.- amended by adding at the end thereof the recommended by the board; and "(A) REQUIREMENT.-The quality improve- following new part: "(D) such other factors as the board or ment board for a State established under "PART F-ESTABLISHMENT OF A QUALITY the Secretary may prescribe; and section 451(a) of the HealthAmerica Act IMPROVEMENT BOARD may certify a health care provider as an (hereafter referred to as the 'quality im- "SEC. 2785. ESTABLISHMENT OF A QUALITY IM- outstanding provider for the purpose of this provement board') shall adopt guidelines for section. appropriate medical practice and for recom- PROVEMENT BOARD. "(a) CONTRACT.-The Secretary shall enter "(4) LIMITATION ON CERTIFICATION.-A cer- mended measures to be taken by providers to improve the quality of care. into a contract with an entity in each State tification under paragraph (3) shall be ex- "(B) CONTENTS.-Guidelines adopted (such entity shall hereafter be referred to in amined periodically by the quality improve- this section as the 'quality improvement ment board to determine if continued certi- under subparagraph (A) shall include such board') to review the quality of health care fication is appropriate. The quality improve- guidelines as the Secretary may specify, and provided by health care professionals and ment board may suspend the certification of may include additional guidelines developed a provider at any time. At the request of a by professional societies or other appropri- institutions in each such State and to estab- lish mechanisms to encourage continuous health plan, insurance company or State ately qualified bodies or individuals. agency, the board must reconsider the certi- "(2) RECOMMENDED MEASURES.-In coopera- quality improvement. "(b) BOARD OF DIRECTORS.- fication of a provider. tion with appropriate professional bodies, "(5) DATA COLLECTION.-The quality im- associations, and the Joint Commission on "(1) REQUIREMENT.-The quality improve- provement board shall collect and review Accreditation of Hospitals, the quality im- ment board shall, in accordance with Feder- al guidelines and regulations and in accord- such data and conduct such inspections and provement board shall recommend meas- evaluations as are necessary to enable the ures for continuous quality improvement to ance with the requirements of the contract board to carry out its duties. At the request be adopted by health care professionals and entered into under subsection (a), be man- of the board, insurers shall provide the institutions. Such measures shall include aged by a board of directors. board with any data collected in the normal measures specified by the Secretary, appro- "(2) MEMBERSHIP.-The board of directors required under paragraph (1) shall consist course of business as the board determines priate continuing medical education and, for of 15 members, of whom- necessary to perform its duties. The data health care institutions, internal quality im- provement procedures. "(A) seven members shall be representa- collected by the Federal Health Expendi- tives of health care providers, including in- ture Board under part D and the data col- "(3) CERTIFICATION OF PROVIDERS.-The lected by the State consortia under part E quality improvement board shall periodical- dividuals of recognized excellence in the de- shall be made available to the board. ly review the performance of health care velopment, application, and evaluation of service providers and, based on- health care services, procedures, and tech- "(d) RESTRICTION ON LIMITATION OF PAY- nologies; MENT FOR SERVICES PERFORMED BY OUTSTAND- "(A) the conformity of the practice of the "(B) four members shall be representa- ING PROVIDERS.-A health benefit plan may provider with the guidelines developed by the board; tives of insurers and purchasers of health not deny payment for any service performed care services; and or ordered by a provider certified as out- "(B) such measures of health care out- "(C) four members shall be health care standing under subsection (c)(3) during the comes as may be scientifically valid and adopted by the board; service researchers and consumers. period of such certification for any reason "(3) DUTIES.-The board of directors shall other than noncoverage of the provided "(C) adoption by the provider of the meas- adopt policies for the quality improvement service under the plan. The plan may not ures for continuous quality improvement deny coverage on the basis that the service recommended by the board; and board, approve the budget of the quality im- is not medically necessary. Nothing in this "(D) such other factors as the board or the Secretary may prescribe; and June-5, 1991 CONGRESSIONAL RECORD SENATE 7205 may certify a health care provider as an outstanding provider for the purpose of this Subtitle H-National Standards for the "(B) CHANGES.-A State is deemed not to section. Promotion of Managed Care have such an election in effect as of the "(4) LIMITATION ON CERTIFICATION.- cer- SEC. 471. NATIONAL STANDARDS FOR THE PROMO- date the Secretary determines that the tification under paragraph (3) shall be ex- TION OF MANAGED CARE. State is enforcing any law regulation in amined periodically by the quality improve- Title XXVII of the Public Health Service violation of subsection (a). ment board to determine If continued certi- Act (as added by section 101 and amended "(c) LIMITATION ON RESTRICTIONS ON MAN- flcation-is appropriate. The quality improve- by sections 201, 311, 411, 421 and 451) is fur- AGED CARE PLANS.-In order to comply with ther amended by adding at the end thereof ment board may suspend the certification of the requirements of this subsection, a State the following new part: a provider at any time. At the request of a may not by law or regulation prohibit or un- health plan; insurance company or State "PART G-NATIONAL STANDARDS FOR THE reasonably limit any of the following: PROMOTION OF MANAGED CARE agency, the board must reconsider the certi- "(1) A State may not prohibit or limit a fication of a provider. "SEC. 2791. NATIONAL STANDARDS. managed care. plan from including incen- "(5) DATA COLLECTION.-The quality im- "(a) PROHIBITIONS.-No requirement of tives for enrollees to use the services of par- any State insurance, health care or any ticipating providers. provement board shall collect and review such data and conduct such inspections and other law or regulation shall- "(2) A State may not prohibit or limit a evaluations as are necessary to enable the "(1) prohibit a managed care plan from managed care plan from limiting coverage board to carry out its duties. At the request freely selecting the health care providers, or of services to those provided by a participat- the type of health care providers in a locale, ing provider. of the board, insurers shall provide the as the participating providers; or "(3)(A) Subject to subparagraph (B), a board with any data collected in the normal "(2) limit the ability of a managed care State may not prohibit or limit the negotia- course of business as the board determines entity to negotiate, enter into contracts or tion of rates and forms of payments for pro- necessary to perform its duties. The data establish alternative rates or forms of pay- viders under a managed care plan. collected by the Federal Health Expendi- ment for participating providers, or to re- "(B) Subparagraph (A) shall not apply ture Board under part C and the data col- quire or provide incentives that promote the where the amount of payments with respect lected by the State consortium under part D use of participating provide to & block of services or providers is estab- board. of title XI shall be made available to the "(b) UTILIZATION REVIEW SERVICES.-Not- lished under a Statewide system applicable withstanding any State law, an insurer or to all non-Federal payors with respect to "(b) RESTRICTION ON LIMITATION OF PAY- other person or entity may offer utilization such services or providers. MENT FOR SERVICES PERFORMED BY OUTSTAND- review services in any State if such insurer, "(4) A State may not prohibit or limit a ING PROVIDERS.-A health benefit plan may person or entity has established- managed care plan from limiting the not deny payment for any service performed "(1) a procedure that adequately evaluates number of participating providers. or ordered by a provider certified as out- the necessity and appropriateness of the "(5) A State may not prohibit or limit a standing under subsection (a)(3) during the proposed or delivered health care services; managed care plan from requiring that serv- period of such certification for any reason "(2) a procedure that permits patients and ices be provided (or authorized) by a pri- other than noncoverage of the provided providers to appeal any adverse decisions by mary care physician selected by the enrollee service under the plan. The plan may not the person or entity performing the utiliza- from a list of available participating provid- tion review services, as provided for in sec- ers. deny coverage on the basis that the service tion 2725; is not medically necessary. Nothing in this "(d) ADDITIONAL DEFINITIONS:-In this subsection shall be construed to prohibit a "(3) a procedure that ensures that the part, the definitions contained in sections. plan from paying for services performed or person or entity providing the utilization 2713 shall also apply. rdered by such provider at its normal reim- review services is reasonably accessible (five Bursement rates. days each week during normal business "SEC. 2793. FAVORABLE TREATMENT OF UTILIZA- TION REVIEW PROGRAMS. "(c) RECERTIFICATION AND SUSPENSION OF hours and, where necessary, at other appro- priate times) to patients and providers; and "(a) PREEMPTION OF STATE LAWS RESTRICT- CERTIFICATION.-A provider certified as out- "(4) a procedure that ensures that all ap- ING UTILIZATION REVIEW PROGRAMS THAT standing under subsection (a)(3) shall be re- plicable Federal and State laws that are de- MEET FEDERAL STANDARDS.-In the case of a certified periodically by the quality im- signed to protect the confidentiality of indi- health benefit plan that includes a utiliza- provement board. unless the board acts to vidual medical records are followed. tion review program, no State law or regula- suspend such certification. Such suspen- tion shall prohibit or regulate activities "SEC. 2792. FAVORABLE TREATMENT OF MANAGED sions, at the request of a provider, shall be CARE PLANS. under such program, except insofar as such reconsidered. "(a) MANAGED CARE PLAN DEFINED.- law or regulation is consistent with the "(d) EXCEPTION FOR MANAGED CARE "(1) DEFINED.-As used in this part, the standards established under subsection (b). PLANS.-Nothing in this section shall be con- term 'managed care plan' has the same "(b) ESTABLISHMENT OF STANDARDS FOR UTI- strued to limit the ability of a managed care LIZATION REVIEW PROGRAMS.- meaning given such term in section 2713(7). plan to choose providers eligible to perform "(2) DETERMINATION OF MANAGED CARE "(1) IN GENERAL-The Secretary shall pro- services under the plan or to establish rea- vide, by regulation, for the establishment of PLANS.-In the case of a health benefit plan sonable procedures to be followed by provid- that is offered by an entity, that is not a Federal standards for utilization review pro- ers participating in the plan in order to self-insured entity, that is subject to regula- grams of health benefit plans. Such stand- tion by an applicable regulatory authority ards shall be designed to assure, within a assure cost-effective, quality services. "(e) PLANNING GRANTS.-To facilitate the (as defined in section 2744(c)), consistent plan, the cost-effective and medically appro- priate use of services. establishment of a quality improvement with procedures established by the Secre- board in each State, the Secretary may tary in consultation with such authorities, "(2) CONTENTS OF STANDARDS.-Such stand- such authorities shall be responsible for cer- ards shall be established with respect to at award planning grants. in amounts that tifying for purposes of this part and the least each of the following aspects of utiliza- shall not exceed $200,000 for each State, to Social Security Act whether the health ben- tion review programs: private, non-profit or public entities, for the planning, development and implementation efit plan is a managed care plan. In the case "(A) The qualification of those who may of the board and the programs undertaken of self-insured entities, the Secretary shall perform utilization review activities. by the board. be responsible for providing such certifica- "(B) The standards to be applied in per- "(f) AUTHORIZATION OF APPROPRIATIONS.- tion. forming utilization review. "(b) CONDITION OF STATE FUNDING.- "(C) The timeliness in which utilization There are authorized to be appropriated, "(1) IN GENERAL.-No amounts shall be review determinations are to be made. such sums as may be necessary to carry out this section.". made available under this Act to a State in "(D) An appeals process which provides a any fiscal year (beginning with the first fair opportunity for individuals adversely Subtitle G-Use of Practice Guidelines in Federal fiscal year beginning after the date of the affected by a utilization review determina- Health Insurance and Service Programs enactment of this section) unless the State tion to have such a determination reviewed. is in compliance with subsection (a). "(E). Protection for the confidentiality of SEC. 461. USE OF PRACTICE GUIDELINES IN FEDER- AL HEALTH INSURANCE AND SERVICE "(2) DEEMED ELECTION; IMPLIED PREEMP- individually-identifiable information used in the process: PROGRAMS. TION.- Guidelines developed under the authority "(A) IN GENERAL.-A State is deemed to "(3) USE OF GUIDELINES.-Such standards section 912 of the Public Health Service have elected subsection (a) to be in effect in shall, to the maximum extent feasible, be ct (42 U.S.C. 299b-1) shall, to the extent the State as of the beginning of a fiscal consistent with practice guidelines devel- year, unless the chief executive officer of a oped by the Agency for Health Care Policy Mactical and effective, be utilized in Federal and Research. health insurance programs as utilization State indicates in writing that the State will review screens and as practice guidelines in not comply with this section. Such an elec- "(4) DEADLINE-Standards shall first be Federal programs providing health care tion shall have the effect of preempting the established under this subsection by not establishment or enforcement of any State later than 2 years after the date of the en- services either directly or through grantees. law that is in violation of subsection (a). actment of this part. The Secretary may revise the standards from time to time as re- 7206 CONGRESSIONAL RECORD SENATE June 5, 1991 quired to assure, within health benefit plans, the cost-effective and medically ap- wages in the case of an employer described "STATE REQUIREMENTS FOR PARTICIPATION IN propriate use of services. in section 352 of the HealthAmerica Act) AMERICARE "(c) UTILIZATION REVIEW PROGRAM DE- paid during such period to employees with respect to whom the employer is required "SEC. 2101. (a) IN GENERAL.-A State FINED.-In this section, the term 'utilization review program' means a system of review- (without regard to the election under this must- ing the medical necessity and appropriate- section) to provide health insurance cover- "(1) provide either for the establishment age under part B of title XXVII of the or designation of a single State agency ness of patient services (which may include Public Health Service Act. (other than the agency established or desig- inpatient and outpatient services) using "(2) APPLICABLE PERCENTAGE.-For purposes nated under section 1902 of this Act) to ad- specified guidelines. Such a system may in- of paragraph (1)- minister or supervise the administration of clude preadmission certification, the appli- cation of practice guidelines, continued stay "(A) IN GENERAL.-The applicable percent- AmeriCare; age for any calendar year shall be the per- "(2) provide basic health benefits de- review, discharge planning, preauthoriza- tion of ambulatory procedures, and retro- centage established under this paragraph scribed in section 2102, subject to cost-shar- for such calendar year by the Secretary of ing provisions under section 2103- spective review.". Health and Human Services at the lowest "(A) to any child or pregnant woman who Subtitle I-Expansion of Technology Assessment level consistent with maintaining a fair bal- is not otherwise covered under a nongovern- SEC. 481. EXPANSION OF TECHNOLOGY ASSESS- ance between public and private health in- mental health insurance policy, plan, or MENT. surance coverage for employees employed program beginning on the first day of the Section 904 of the Public Health Service by employers not currently offering health second full calendar year after the date of Act (42 U.S.C. 299a-2) is amended by adding insurance coverage. the enactment of this title; at the end thereof the following new subsec- "(B) FAIR BALANCE.-For purposes of sub- "(B) to any employee or family member tions: paragraph (A), the term 'fair balance' with respect to whom an employer makes a "(e) EXPANSION OF EFFORTS.-In carrying means, with respect to a year, a balance cal- contribution under title V of the Health out section 901(b) through subsection (a), culated based on the estimated cost of a America Act beginning on the first day of the Administrator shall focus on expanding fully implemented health insurance plan in the second full calendar year after the date and applying appropriate assessments of ex- that year, and would, if such plan were fully of the enactment of this title; and isting health care technologies. Such expan- implemented and in effect, result in a ratio "(C) to any individual not covered under a sion shall be achieved in part, through an between coverage of such employees under health benefit plan under title II of such evaluation of health services provided to in- the public health insurance plan under title Act, beginning on the first day of the fifth dividuals through publicly and privately XXI of the Social Security Act and under a full calendar year after the effective date funded sources. health benefit plan under part B of title II described in subparagraph (A); "(f) PUBLIC-PRIVATE PARTNERSHIPS.- of the Public Health Service Act that is not "(3) provide at least monthly supplemen- "(1) ESTABLISHMENT OF PROGRAM.-The Ad- disproportionate. tal payments for premiums, deductibles, and ministrator shall establish a program under "(C) NOT DISPROPORTIONATE.-For pur- other cost-sharing charged to individuals which the Administrator shall enter into poses of subparagraph (B), the term 'not and families as provided under section 2104; contracts or cooperative agreements with el- disproportionate' means a ratio of not great- "(4) provide a clear, simple explanation of igible entities for the establishment of er than 65 percent to 35 percent in compar- the basic health benefits and supplemental public-private partnerships to undertake ing coverage under such public health insur- payments available under AmeriCare technology assessment and related activities ance plan to such health benefit plans for a through public announcements, mailings, in the private sector. year. and any other suitable means; "(2) ELIGIBLE ENTITIES.-Entities eligible "(3) WAGES.-For purposes of this subsec- "(5) provide enrollment in AmeriCare as to receive a contract or agreement under tion, the term 'wages' has the meaning described in subsection (b); paragraph (1), shall include academic medi- given such term by section 3121(a), without "(6) to the extent required by the Seere- cal centers, research institutions, or a con- regard to any limitation by reference to the tary, provide basic health benefits or sup- sortia of appropriate entities established for contribution and benefit base under section plemental payments under AmeriCare to in- the purposes of conducting technology as- 230 of the Social Security Act. dividuals who are- sessment. "(c) PAYROLL PERIOD.-For purposes of "(A) residents of the State but are absent "(3) APPLICATION.-To be eligible to re- this section, the term 'payroll period' has therefrom, ceive a contract or agreement under para- the meaning given such term by section "(B) temporarily located in the State but graph (1), an entity shall prepare and 3401(b). are not permanent residents of any State; or submit to the Administrator an application, "(d) ADMINISTRATION.-For purposes of "(C) formerly resident: of the State but at such time, in such form, and containing this title, the contribution required by sub- are currently United States citizens perma- require.". such information as the Administrator may section (a) shall be treated in the same nently residing in a country which has reci- manner as the tax imposed by section TITLE V-CONTRIBUTION BY EMPLOYERS 3111(a).". procity agreements with the United States; "(7) provide to any individual covered NOT ERAGE PROVIDING PRIVATE HEALTH COV- (b) CONFORMING AMENDMENTS.-The table under a health benefit plan under title II of of chapters for subtitle C of the Internal the HealthAmerica Act, or any employer of SEC. 501. CONTRIBUTION BY EMPLOYERS NOT PRO- Revenue Code of 1986 is amended by adding VIDING PRIVATE HEALTH BENEFIT at the end thereof the following new item: such individual, the opportunity to pur- chase (or have purchased for such individ- PLANS. "Chapter 26. Contribution in lieu of employ- ual by the individual's employer) AmeriCare (a) IN GENERAL-Subtitle C of the Inter- er coverage.". benefits described in section 2102(a)(7) at a nal Revenue Code of 1986 is amended by (c) EFFECTIVE DATE-The amendments separate actuarial premium rate determined chapter: adding at the end thereof the following new made by this section shall apply to payroll by the State and subject to such other cost- periods beginning on or after the effective sharing provisions as the plan under such "CHAPTER 26-CONTRIBUTION BY EMPLOY- date of this Act. title II provides for other benefits under ERS NOT PROVIDING PRIVATE HEALTH TITLE VI-ASSURING PROVISION OF such plan; BENEFIT PLANS HEALTH BENEFITS TO ALL AMERICANS "(8) provide for granting an opportunity "Sec. 3601. Contribution by employers not SEC. 601. ESTABLISHMENT OF AMERICARE. for a fair hearing before the State agency to providing private health bene- (a) IN GENERAL.-The Social Security Act any individual whose claim for coverage fit plans. (42 U.S.C. 301 et seq.) is amended by adding under AmeriCare is denied or is not acted "SEC. 3601. CONTRIBUTION BY EMPLOYERS NOT at the end thereof the following new title: upon with reasonable promptness, under PROVIDING PRIVATE HEALTH BENE- rules described in section 2107(b); FIT PLANS. "TITLE XXI-AMERICARE "(9) meet the requirements of- "(a) CONTRIBUTION.-If an employer to "TABLE OF CONTENTS OF TITLE "(A) paragraphs (4), (6), (7), (11), (19), whom part B of title XXVII or section "Sec. 2101. State requirements for partici- (27), (45), (46), (48), and (49) of section 2701(a) of the Public Health Service Act ap- 1902(a), pation in AmeriCare. plies elects to have this chapter apply. there "Sec. 2102. Basic health benefits. "(B) subsections (b) and (g) of section is hereby imposed on such employer for 1902, and "Sec. 2103. Cost-sharing provisions. each payroll period a contribution require- "Sec. 2104. Supplemental payments. "(C) section 1907, ment in the amount determined under sub- "Sec. 2105. Health care providers. in the same manner as they apply to title section (b). "(b) AMOUNT OF CONTRIBUTION.- "Sec. 2106. Quality and cost-effective care XIX of this Act; measures. "(10) meet the requirements of section "(1) IN GENERAL-The amount of the con- "Sec. 2107. Administration. 2105 and 210S(c); tribution required by subsection (a) for any "Sec. 2108. Definitions and special rules. "(11) provide that AmeriCare shall be in payroll period shall be equal to the applica- ble percentage of wages (50 percent of "Sec. 2109. Payments to States. effect in all political subdivisions of the "Sec. 2110. AmeriCare trust fund. State, and if administered by such subdivi- sions, be mandatory upon such subdivisions; June 5, 1991 CONGRESSIONAL RECORD SENATE 7207 "(12) provide for financial participation by HealthAmerica Act and who were covered: the State equal to the non-Federal share- of fied clinical social worker, a uly licensed or under AmeriCare in such State. the expenditures under AmeriCare with re- certified equivalent mental health profes- spect to which pr ments under section 2109 Each employer shall provide employees. de- sional, or a clinic or center providing duly lf- are authorized by scribed in subclause (I) with AmeriCare ap- is title; censed or certified mental health services; plications. meet any ier requirements of this. and "(iii) COLLECTION OF PREMIUMS.- and "(7) items and services described in section "(I) IN GENERAL-Each State may require ) in order to insure compliance with 1905(a)(4)(B) (relating to early and periodic that employers collect AmeriCare premiums Litle and to receive the Federal share screening, diagnosis, and treatment for chil- on behalf of the employees of such employ- under section 2109, submit to the Secretary dren under the age of 21). cr. a plan that meets the requirements of this "(II) FAILURE TO PAY PREMIUMS.-If a State (b) EXCEPTIONS.-Subsection (a) shall not subsection and is subject to rules similar to plan includes the requirement described in be construed as requiring a plan for Ameri- the rules of section 1904. subclause (I), the State shall notify the em- Care to include payment for- "(b) ELIGIBILITY FOR BASIC HEALTH BENE- ployee and the Secretary of the failure of (1) items and services that are not medi- FITS.- the employer to make timely premium pay- cally necessary as determined under rules "(1) IN GENERAL:-Subject to the provisions ments on behalf of the employee and the similar to rules under title XVIII of this of paragraphs (2) and (6) of subsection (a), employee's family members. as required Act; each individual not otherwise covered under under such plan. Such notification shall be (2) routine physical examinations or pre- a health benefit plan under title II of the provided not less that 30 days prior to any ventive care (other than care and services HealthAmerica Act is entitled to basic termination of coverage by the State as the described in paragraphs (4); (5), and (7) of health benefits under AmeriCare. result of such nonpayment of premiums. subsection (a); or "(2) PERIOD OF CÓVERAGE:- "(5) ENROLLMENT PERIODS.- (3) experimental services and procedures "(A) GENERAL RULE.-Upon notification of "(A) IN GENERAL.-Except as provided in as determined under rules similar to rules the approval of an application submitted by any individual (or a guardian or representa- this paragraph, any individual may enroll in under title XVIII of this Act. AmeriCare- (c) AMOUNT, SCOPE, AND DURATION OF CER- tive of such individual), AmeriCare coverage of the applicant. begins on the date of such "(i) during an annual open enrollment TAIN BENEFITS.-Except as provided in sub- application. period (of not less than 1 month) estab- section (b), AmeriCare shall place no limits "(B) FAILURE TO MAKE TIMELY NOTIFICA- lished by the Secretary; and on the amount, scope, or duration of bene- "(ii) during such other periods (including fits described in. paragraphs. (1) through (3) TION.-If the State fails to notify the appli- upon loss of coverage under a health benefit of subsection (a). cant of the applicant's ineligibility within 1 plan under title II of the HealthAmerica (d) AMOUNT, SCOPE, AND DURATION OF PRE- month of the date of the application, Ameri Act) as the Secretary shall require in regu- VENTIVE SERVICES.-AmeriCare may limit Care coverage shall apply during the period lations. the preventive services. described in subsec- beginning on the date the individual submit- ted the application and ending on the date "(B) FOR UNDER-POVERTY FAMILIES.-In the tion (a)(5). pursuant to, regulations of the the State notifies such individual of such in- case of an individual who is determined to Secretary specifying, the content and perio- eligibility. be a member of an under-poverty family, dicity of such care. The Secretary shall de- "(C) EMPLOYER'S CONTINUATION COVER- the individual may enroll in AmeriCare at velop such regulations after consultation AGE.-Coverage under AmeriCare shall not any time. with appropriate medical:experts. apply for services provided during a period "(C) PHASE-IN PERIODS.-In the case of any (e) MENTAL HEALTH CARE.- of hospitalization that begins prior to the individual who first becomes eligible for (1) INPATIENT CARE-Inpatient hospital date specified in subparagraph (A) or (B) benefits under AmeriCare in a calendar year care described in subsection (a)(6)(A) shall with respect to an individual whose enroll- described in subsection (a)(2); the period of include reimbursement for professional care ment in an employer-based health plan ter- enrollment shall continue for the entire cal- provided to the individual while the individ- minated during such period of hospitaliza- endar year. ual is receiving such inpatient care, by a "(6) AMERICARE CARD.-The State shall physician or duly licensed OF certified clini- GUARANTEED MINIMUM ELIGIBILITY issue an AmeriCare card which may be used cal psychologist operating within the scope -An individual who is determined in for purposes of identification and processing of practice of the physician or psychologist, a month to be eligible for benefits under of claims under AmeriCare: AmeriCare as determined appropriate under State law. AmeriCare shall remain eligible for cover- cards shall identify (as appropriate) if the Nothing in this subsection shall be con- age for a period of not less than 1 year, individual is eligible for special eligibility strued to modify hospital practices with unless otherwise covered under a health benefits. regard to scope of practice, admitting privi- benefit plan under title II of the Health "BASIC HEALTH BENEFITS leges, or billing:arrangements. America Act. "Sec. 2102. (a) GENERAL BENEFITS.-Bene- (2). STANDARDS FOR CERTAIN PROVIDERS OF "(3) APPLICATION FORMS.-Each State plan fits under this section with respect to all in- OUTPATIENT CARE-The Secretary shall es- shall use a standard Federal application dividuals shall include- tablish standards that providers referred to which shall be as simple in form as possible "(1) inpatient and outpatient hospital in subsection (a)(6)(B)(ii) must meet to be and understandable to the average individ- care, except that treatment for a mental dis- eligible for payment under AmeriCare. ual and require attachment of such docu- order is subject to the special limitations de- "(f) ENHANCED BENEFITS.-Basic health mentation as deemed necessary by the Sec- scribed in paragraph (6)(A); benefits under this section with respect to retary in order to insure eligibility. "(2) inpatient and outpatient physician special eligibility individuals shall include "(4) ENROLLMENT PROCESS.- services, except that psychotherapy or medical assistance, not otherwise described "(A) IN GENERAL-Each State shall provide counseling for a mental disorder is subject in subsection (a), in the State's plan under for the receipt of AmeriCare applications- to the special limitations described in para- title XIX of this Act, other than medical as- "(i) by mail; and graph (6)(B); sistance described in paragraphs (4)(A), (7), "(ii) at locations broadly available to the "(3) diagnostic tests; (14), and (18) of section 1905(a). general public, including locations that serve large numbers of indigent individuals "(4) prenatal care and well-baby care pro- "(g) ADDITIONAL BENEFITS.-As part of vided to children who are 1 year of age or AmeriCare, a State may provide for the cov- (as defined and determined by the Secre- younger; erage of health benefits in addition to the tary). "(B) EMPLOYER ASSISTANCE.-- "(5) preventive services, limited to- basic health benefits described in the pre- "(A) well child care; ceding subsections of this section, on the "(i) IN GENERAL.-Any employer who con- "(B) pap smears; and condition that the State shall not receive tributes under title V of the HealthAmerica Act in lieu of providing a health benefit "(C) mammograms; and any Federal payment for such additional "(6)(A) inpatient hospital care for a coverage. plan under title II of such Act shall notify the State of the identities of all employees mental disorder for not less than 45 days "COST-SHARING PROVISIONS of that State and shall provide such employ- per year, except that days of partial hospi- "SEC. 2103. (a) IN GENERAL-Except as talization or residential care may be substi- ees with AmeriCare applications. provided in subsection (b), each State that "(ii) CHANGE IN STATUS NOTIFICATION.-Any tuted for days of inpatient care according to provides AmeriCare shall provide for cost- employer shall notify the State of- a ratio established by the Secretary; and sharing as follows: "(I) the identities of any employees of "(B) outpatient psychotherapy and coun- "(1) UNDER-POVERTY FAMILIES.-With re- that State who become eligible for Ameri- seling for a mental disorder for not less spect. to an individual who is a member of Care as the result of changes in employ- than 20 visits per year provided by a. provid- er who is acting within the scope of State an under-poverty family, AmeriCare may ment status; and law and who- not impose any premiums, deductibles or "(II) the identities of any individuals (in- other cost-sharing on such individual. "(i) is a physician; or members of the families. of such in- "(2) NEAR-POVERTY FAMILIES.- Is) who become covered under a "(ii) meets the standards of subsection (e)(2) and is a duly licensed or certified clin- "(A) IN GENERAL.-Subject to subpara- benefit plan under title II of the ical psychologist or a duly licensed or certi- graph (C), with respect to an individual who is a member of a. near-poverty family that 7208 CONGRESSIONAL RECORD - SENATE June 5, 1991 receives benefits under AmeriCare, the shall require an individual whose employer amount of the monthly AmeriCare premi- "(2) LIMITATION ON DEDUCTIBLES.-A State makes a contribution under title V of the um for such individual shall be the applica- plan for AmeriCare shall not provide, for ble percentage of the monthly actuarial rate HealthAmerica Act in lieu of providing a benefits provided in any plan year, for a de- of such State. health benefit plan under title II of such ductible amount that exceeds- "(B) APPLICABLE PERCENTAGE.-For the pur- Act to pay an AmeriCare premium equal to "(A) with respect to benefits payable for the lesser-of- poses of this paragraph, the term 'applica- items and services furnished to any individ- ble percentage' means 2 percentage points "(A) coverage under AmeriCare for such ual with no family member enrolled under for each 10 percentage point bracket (or any individual for a period of one month; or AmeriCare, for a plan year beginning in- portion thereof) such family's income "(B) 20 percent of the monthly actuarial "(i) the first calendar year that begins rate of such State. equals or exceeds the income official pover- more than 1 year after the effective date of ty line (as defined by the Office of Manage- "(2) With respect to any part-time em- this title, $250; or ment and Budget, and revised annually in ployee who is a member of a family that re- "(ii) for a subsequent calendar year, the accordance with section 673(2) of the Omni- ceives benefits under AmeriCare and whose limitation of deductions specified in clause bus Budget Reconciliation Act of 1981) ap- income equals or exceeds an income level (i) for the previous calendar year increased plicable to a family of the size involved. that is 200 percent of the income official by the percentage increase in the consumer "(C) LIMITATION.-The aggregate amount poverty line (as described in subsection price index for all urban consumers (United of any AmeriCare premiums imposed on the (a)(2)(B)) and whose employer makes a con- States city average, as published by the family of the individual under this para- tribution under title V of the HealthAmer- Bureau of Labor Statistics) for the 12- graph for any calendar year shall not ica Act, the amount of any AmeriCare pre- month period ending on September 30 of exceed an amount equal to 3 percent of the mium imposed on such employee shall be 50 the preceding calendar year; and family income. percent of the amount determined under "(B) with respect to benefits payable for "(D) ADDITIONAL COST SHARING LIMITA- paragraph (1). "(c) DEFINITIONS AND SPECIAL RULES.- items and services furnished to any individ- TION.- ual with a family member enrolled under "(i) IN GENERAL.-With respect to any indi- "(1) MONTHLY ACTUARIAL RATE DEFINED.- "(A) IN GENERAL.-For purposes of this sec- AmeriCare, for a plan year beginning in- vidual who is a member of a near-poverty family that receives benefits under Ameri- tion, the term 'monthly actuarial rate' "(i) the first calendar year that begins more than 1 year after the effective date of Care, such individual shall, in addition to means, with respect to AmeriCare in a plan the AmeriCare premium described in this year, the average monthly per enrollee this title, $250 per family member and $500 per family; or paragraph, pay the applicable percentage of amount that the State estimates, based on any AmeriCare deductible or other cost- actuarial calculations conducted in conform- "(ii) for a subsequent calendar year, the sharing. ity with requirements established by the limitation of deductions specified in clause "(ii) APPLICABLE PERCENTAGE.-For pur- Secretary, for enrollees under AmeriCare (i) for the previous calendar year increased poses of this subparagraph, the term 'appli- during the year, would be necessary to pay by the percentage increase in the consumer cable percentage' means 10 percentage for the total benefits required under the price index for all urban consumers (United points for each 10 percentage point bracket State plan for AmeriCare (including admin- States city average, as published by the (or any portion thereof) such family's istrative costs for the provision of such ben- Bureau of Labor Statistics) for the 12- income equals or exceeds 110 percent of efits and an appropriate amount for a con- month period ending on September 30 of such income official poverty line. tingency margin) during the year. the preceding calendar year. "(3) OTHER FAMILIES.- "(B) SPECIAL RULE.-With respect to any If the limitation of deductions computed "(A) IN GENERAL.Subject to subpara- State plan for AmeriCare, for any period under subparagraph (A)(ii) or (B)(ii) is not a graph (C), with respect to an individual who ending before the date described in section multiple of $10, it shall be rounded to the is a member of a family that receives bene- 2101(a)(2)(C), the monthly actuarial rate next highest multiple of $10. fits under AmeriCare and whose income shall be calculated as if all eligible children "(3) LIMITATION ON COPAYMENTS AND COIN- equals or exceeds an income level that is 200 in such State participate in such plan. SURANCE.- percent of the income official poverty line "(2) APPLICATION ON BASIS OF FAMILY "(A) IN GENERAL.-Subject to subpara- (as described in paragraph (2)(B)), the STATUS.-For purposes of this section, a graphs (B) through (D), a State plan for amount of the monthly AmeriCare premi- State plan for AmeriCare may provide for AmeriCare shall not- um for such individual shall be the monthly the AmeriCare premium to be applied, and "(i) require the payment of any copay- actuarial rate of such State. the monthly actuarial rate to be computed- ment or coinsurance for an item or service "(B) LIMITATION.-The aggregate amount "(A) separately for individuals who have for which coverage is provided under section of any AmeriCare premiums imposed on the family members covered under AmeriCare 2102(g) in an amount that exceeds 20 per- family of the individual under this paΓa- and for individuals who do not have family cent of the cost of the item or service; or graph for any calendar year shall not members covered under the AmeriCare; and "(ii) require the payment of any copay- exceed an amount equal to- "(B) with respect to individuals with such ment or coinsurance for items and services "(i) in the case of a family whose income covered family members, separately- required under section 2102 (other than sub- equals or exceeds 200 percent of such "(i) for individuals who have a covered section (g)) to be furnished in a plan year income official poverty line but is less than 250 percent of such income official poverty spouse and one or more covered children; for an individual after the individual has in- "(ii) for individuals who have a covered curred out-of-pocket expenses under the line, 3.5 percent of the family income, "(ii) in the case of a family whose income spouse but no covered children; and plan that are equal to the out-of-pocket "(iii) for individuals who do not have a limit (as defined in subparagraph (E)(ii)). equals or exceeds 250 percent of such covered spouse but have one or more cov- "(B) EXCEPTION FOR PREFERRED PROVID- income official poverty line but is less than ered children. ERS.-If a State plan for AmeriCare estab- 325 percent of such income official poverty "(3) ADJUSTMENT FOR COVERED SPOUSE WITH line, 4 percent of the family income, and lishes reasonable classifications of partici- OTHER COVERAGE.-For purposes of this sec- pating and nonparticipating providers of "(ii) in the case of a family whose income equals or exceeds 325 percent of such tion, if a State plan for AmeriCare charges items and services, the plan may require income official poverty line but is less than an individual for a share of the AmeriCare payments in excess of the amount permitted premium, the plan shall establish a separate under subparagraph (A) in the case of items 400 percent of such income official poverty line, 5 percent of the family income. AmeriCare premium category (or catego- and services furnished by nonparticipating ries) for family coverage in the case of a providers. "(C) With respect to any individual who is covered spouse who is receiving primary "(C) EXCEPTION FOR IMPROPER UTILIZA- a member of a family described in this para- graph that receives benefits under Ameri- health insurance coverage from another TION.-A State plan for AmeriCare may pro- Care, such individual shall, in addition to health benefit plan. The AmeriCare premi- vide for copayment or coinsurance in excess um for such categories shall be established the AmeriCare premium described in this of the amount permitted under subpara- based on actual or projected plan experi- paragraph, pay 100 percent of any Ameri- graph (A) for any item or service that an in- ence or according to a formula established Care deductible or other cost-sharing. dividual obtains without complying with by the Secretary, and shall take into ac- "(4) PHASE-IN COVERAGE FOR CHILDREN.- any reasonable procedures established by count the reduction in health insurance With respect to any family described in this the plan to ensure the efficient and appro- subsection, the children of which are the costs resulting from such coverage. priate utilization of covered services. "(d) AMERICARE DEDUCTIBLE OR OTHER only individuals eligible for coverage under "(D) MENTAL HEALTH CARE.-In the case of COST-SHARING.- AmeriCare, the percentages described in care provided under section 2102(a)(6)(B), a "(1) IN GENERAL.-For purposes of this paragraphs (2)(C) and (3)(B) shall be re- State plan for AmeriCare shall not require title, the term 'AmeriCare deductible or duced by two-thirds. payment of any copayment or coinsurance other cost-sharing' means any deductible, "(b) MONTHLY AMERICARE PREMIUM FOR for an item or service for which coverage is EMPLOYED INDIVIDUALS.- copayment, or coinsurance established by required by this title in an amount that ex- the State plan for AmeriCare as determined "(1) IN GENERAL.-Except as provided in ceeds 50 percent of the cost of the item or under paragraphs (2) and (3) of this subsec- paragraph (2), a State plan for AmeriCare service. tion. "(E) LIMIT ON OUT-OF-POCKET EXPENSES.- June 5, 1991 CONGRESSIONAL RECORD - SENATE "(i) OUT-OF-POCKET EXPENSES DEFINED.-For 7209 purposes of this paragraph, the term 'out- cent reduced (but not below 2 percent) by 2 of-pocket expenses' means, with respect to percentage points for each 10 percentage to a person described in clause (ii) of such section. an individual in a plan year, amounts pay- point bracket (or portion thereof) such fam- ily's income equals OF exceeds 110 percent of "(6) NOTICE OF REQUIREMENT.-The State able under AmeriCare as deductibles and CO- insurance with respect to items and services the income official poverty line (as defined shall provide for written notice, in March of movided under AmeriCare and furnished in by the Office of Management and Budget, each year, of the requirement of paragraph and revised annually in accordance with sec- (2) to each family which received assistance plan year on behalf of the individual tion 673(2) of the Omnibus Budget Recon- under this section in any month during the B family covered under AmeriCare. "(ii) OUT-OF-POCKET LIMIT DEFINED.-For ciliation Act of 1981) applicable to a family preceding year and to which such require- purposes of this paragraph, the term 'out- of the size involved. ment applies. of-pocket limit' means for a plan year begin- "(d). APPLICATION FOR ASSISTANCE.-The "(7): TRANSMITTAL OF INFORMATION.-The ning in- State plan for AmeriCare shall use a stand- Secretary of the Treasury shall transmit an- "(I) the first calendar year that begins ard Federal application which shall be as nually to the State such information relat- more than 1 year after the effective date of simple in form as possible and understand- ing to the total income of individuals for the this title, $3,000; or able to the average individual and require taxable year ending in the previous year as "(II) for a subsequent calendar year, the attachment of such documentation as may be necessary to verify the reconcilia- out-of-pocket limit specified in subclause (I) deemed necessary by the Secretary in order tion of assistance ünder this subsection. for the previous calendar year increased by to insure eligibility. Such application shall "(f). PAYMENT OF OTHER COST-SHARING the percentage increase in the consumer be available to any employee as provided in CLAIMS.-The State plan shall provide that price index for all urban consumers (United section 2107(b), may be filed at any time, each individual subject to coverage under States city average, as published by the and shall initiate coverage under the rules this section or the health care provider ren- Bureau of Labor Statistics) for the 12- similar to the rules of subparagraphs (A) dering the service shall file claims for the month period ending on September 30 of and (B) of section 2101(b)(2). supplemental payment of deductibles and the preceding calendar year. "(e) PAYMENT OF-PREMIUMS.- other cost-sharing imposed on such individ- If the out-of-pocket limit computed under "(1) IN GENERAL-The State plan shall ual under the employer's health benefit subclause (II) is not a multiple of $10, it provide that upon the initiation of coverage plan or AmeriCare, and the State shall shall be rounded to the next highest multi- under this section, an individual shall re- make such payments at the option of the in- ple of $10. ceive advanced payment of supplemental dividual; to such individual or the health premium payments for the calendar year care provider. "SUPPLEMENTAL PAYMENTS from AmeriCare, or in the case of an indi- "SEC. 2104. (a) IN GENERAL-Except as vidual enrolled in AmeriCare, a reduction in "HEALTH CARE PROVIDERS provided in this section, an individual who is the annual AmeriCare premium. "SEC. 2105. (a) USE OF MEDICARE PAYMENT enrolled in a health benefit plan under title "(2): REQUIREMENT FOR FILING OF INCOME RULES.- II of the HealthAmerica Act is not entitled STATEMENT:-In-the case of a family which is "(1) IN GENERAL.-Except as provided in to benefits under AmeriCare. receiving supplemental premium payments subsections (b) and (c)- "(b) ASSISTANCE FOR UNDER-POVERTY FAMI- (or a reduction in AmeriCare premiums) "(A) payment of benefits under the State LIES.-In the case of an individual described under this section for any month in a year, plan for AmeriCare shall be made in the in subsection (a) or an individual whose em- a member of the family shall file with the same amounts and on the same basis as pay- ployer makes a contribution under title V of State, by not later than April 15 of the fol- ment may be made with respect to such ben- the HealthAmerica Act in lieu- of providing lowing year, a statement that verifies the efits under title XVIII of this Act, and a health benefit plan under title II of such family's total family income for the taxable "(B) the provisions of sections 1814, 1815, Act, who is a member of an under-poverty year ending during the previous year. Such 1833, 1834(c) (other than paragraphs (1)(A) family, AmeriCare shall provide for pay- a statement shall provide information neces- (2)), 1835, 1842, 1848; 1886, 1887 shall apply ment of- sary to determine the family income during to payment of benefits (and provision of "(1) any premiums charged the individual the year and the number of family members services and charges thereon) under this the applicable category of coverage in the family as of the last day of the year. er the employer's health benefit plan or "(3) RECONCILIATION OF PREMIUM ASSIST- title in the same manner as such provisions apply to benefits. services, and charges eriCare in which the individual is en- ANCE BASED ON ACTUAL INCOME-Based on and under title XVIII of this Act. rolled, except that AmeriCare is not re- using the income reported in the statement quired to pay for such amount of a premium filed under paragraph (2) with respect to a "(2). IDENTIFICATION OF COMPARABLE PAY- as exceeds the lowest premium which would family or individual, the State shall com- MENT METHODS FOR NEW SERVICES.-In the pute the amount of assistance that should case of services for which there is not a pay- be charged the individual for the applicable have been provided under this section with ment basis established under title XVIII of category of coverage under any health bene- respect to premiums for the family in the this Act, the Secretary shall establish pay- fit plan offered the individual under title II of the HealthAmerica Act or AmeriCare, as year involved. If the amount of such assist- ment rules that are similar to the payment the case may be; and ance computed is- rules for similar services under such title. "(A) greater than the amount of premium "(3) ADJUSTMENT OF MEDICARE PAYMENT "(2) deductibles and other cost-sharing im- RATES.- posed on the individual under the employ- assistance provided, the State shall provide for payment (directly or through a credit "(A) IN. GENERAL.-For purposes of pay- er's health benefit plan OF AmeriCare, but against future premiums owed) to the ment for inpatient hospital services, physi- only with respect to the basic benefits re- quired under such a plan under such title II family or individual involved of an amount cians' services, and other services under this or AmeriCare, as the case may be. equal to the amount of the deficit, or title: for which payment rates are estab- "(B) less than the amount of assistance lished under title XVIII of this Act, the Sec- "(c) ASSISTANCE FOR NEAR-POVERTY FAMI- provided, the State shall require the family retary shall adjust the payment rates other- LIES.- or individual to pay (directly or through an wise established under such title XVIII to "(1) IN GENERAL-In the case of an individ- ual described in subsection (a) or an individ- increase in future premiums owed) to the take into account differences between the ual whose employer makes a contribution State (to the credit of the program under population served under that title and the this title) an amount equal to the amount of population served by the State plan or en- under title V of the HealthAmerica Act in lieu of providing a health benefit plan the excess payment. rolled under health benefit plans under title "(4) DISQUALIFICATION FOR FAILURE TO II of the HealthAmerica Act and such other under title II of such Act, who is a member FILE.-In the case. of any family that is re- appropriate factors (such as the special cir- of a near-poverty family. AmeriCare shall provide for payment of the applicable pre- quired to file an information statement cumstances of hospitals the inpatients of mium percentage of any premiums charged under paragraph (2) in a year and that fails which are predominantly children) as the to file such a statement by the deadline Secretary deems appropriate. the individual for the applicable category of specified in such paragraph. no member of "(B) CONSULTATION.-In making adjust- coverage under the employer's health bene- the family shall be eligible for assistance ments under subparagraph (A), the Secre- fit plan or AmeriCare in which the individ- ual is enrolled, except that AmeriCare is not under this section after May 1 of such year. tary shall consult with the Prospective Pay- required to pay for such amount of a premi- The State shall waive the application of this ment Assessment Commission with respect paragraph if the family establishes, to the to inpatient hospital services and with the 'im as exceeds the lowest premium which would be charged the individual for the ap- satisfaction of the State, good cause for the Physician Payment Review Commission basis. failure to file the statement on a timely with respect to physicians' services. plicable category of coverage under any "(b) ALTERNATIVE METHODS.-In issuing health benefit plan offered the individual under title II of the HealthAmerica Act or "(5) PENALTIES FOR FALSE INFORMATION.- regulations to establish national reimburse- AmeriCare, as the case may be. Any individual that provides false informa- ment levels under this section, a State may APPLICABLE PREMIUM PERCENTAGE.-For tion in 3 statement under paragraph (2) is provide for alternative payment systems subject to a criminal penalty to the same that apply rates and methodologies that are bses of paragraph (1)(A), the term 'ap- extent as a criminal penalty may be im- not employed in the Federal guidelines de- ble premium percentage' means 20 per- posed under section 1123B(a) with respect scribed in subsection (a) if such State meets in the aggregate for all health care provid- 7210 CONGRESSIONAL RECORD SENATE June 5, 1991 ers in such State the requirements for na- are conducted in the manner "rescribed in tional reimbursement levels described in "(E) Financial incentives to encourage the such section. use of cost-effective services. this section. "(2) ADDITIONAL CRITERIA.-- he Adminis- "(c) PHASE-IN OF MEDICARE RATES.-In lieu "(F) Measures to encourage an awareness trator of the Agency for Health Care Policy of the rates established under the rules de- of the costs associated with medical care, in- and Research shall, on an annual basis, and cluding nominal copayments (as determined scribed in subsection (a) or (b), the payment as otherwise determined by the Secretary, of benefits under the State plan for Ameri- by the Secretary) and the advantages of advise the Secretary concerning the incor- preventive care and other cost-effective Care shall be made in the same amounts poration of patient outcome measures and types of care. and on the same basis as payment may be practice parameters with respect to care and The Secretary shall require each State that made with respect to comparable medical services furnished under this title in con- assistance under title XIX of this Act, and submits an approved application to develop junction with the quality control and peer plans for conducting a demonstration the provisions of such title shall apply to review activities described in paragraph (1) payment of benefits (and provision of serv- of this subsection. project under this paragraph, in accordance ices and charges thereon) under this title in "(b) ALTERNATIVE DELIVERY AND ADMINIS- with requirements that the Secretary shall the same manner as such provisions apply TRATIVE SYSTEMS.-A State may enter into a establish by regulation. to payment of comparable medical assist- contract with a private entity or insurer or a "(2) ENHANCED COVERAGE DEMONSTRATION ance under title XIX of this Act, except as State consortium (described under part D of PROJECTS.-The Secretary may by waiver follows: title XI of this Act) to design and imple- provide that a State plan for AmeriCare "(1) With respect to prenatal and child de- ment innovative systems of health care de- may include as benefits under such plan livery benefits and infant care benefits- livery and administrative systems that meet payment for all or part of the cost of serv- "(A) 50 percent of the rate differential be- the standards of this title. ices described in section 1915(c) (other than ginning on the first day of the third full cal- "(c) MANAGED CARE.- paragraph (3) thereof). endar year after the date of the enactment "(1) IN GENERAL-Each State plan shall, as "ADMINISTRATION of this title part of AmeriCare, provide for managed "SEC. 2107. (a) ADMINISTRATION.- "(B) 100 percent of the rate differential care plans in accordance with the require- ments of this subsection. "(1) IN GENERAL.-Subject to paragraph beginning on the first day of the fourth full calendar year after the date of the enact- "(2) REQUIREMENTS.-In providing for (3), each State shall provide for administra- ment of this title. managed care plans under this subsection, a tion of this title in the same manner as it "(2) With respect to benefits described in State shall ensure that- provides for administration of the plan es- "(A) managed care plans are, to the extent tablished under section 1902(a) of this Act. section 2102(a)(7) and children outpatient practicable, selected through a competitive In the administration of this title, the State and pediatric hospitalization benefits- selection process; agency designated under section 2101(a)(1) "(A) 50 percent of the rate differential be- "(B) an eligible individual under this title may delegate or contract with other public ginning on the first day of the fifth full cal- endar year after the date of the enactment has an option to enroll in any of the man- or private entities for the administration of aged care plans selected by the State of- the plan for AmeriCare. of this title "(B) 100 percent of the rate differential fered by any qualified health care provider "(2) NOTIFICATION OF AMERICARE; APPLICA- (as defined and determined by the Secre- TION PROCESSING.-Any State that submits beginning on the first day of the sixth full calendar year after the date of the enact- tary); an application approved by the Secretary ment of this title. "(C) an eligible individual who is receiving may contract with private entities or a State "(3) With respect to all other benefits de- benefits under a managed care plan, may, agency other than the agency designated scribed in section 2102- not less often than annually, and without under section 2101(a)(1) to provide notifica- cause, exercise the option to discontinue re- tion of AmeriCare to the residents of the "(A) 50 percent of the rate differential be- ginning on the first day of the seventh full ceiving benefits under the managed care State and process and review applications as calendar year after the date of the enact- plan and receive coverage under an alterna- required under section 2101(a)(6), and sec- ment of this title tive plan under AmeriCare; tions 2101(b) and 2104(d), respectively. "(B) 100 percent of the rate differential "(D) any arrangements for incentive pay- "(3) ELECTION.-A State, with such notice beginning on the first day of the eighth full ments for physicians under a managed care to the Secretary as the Secretary may re- calendar year after the date of the enact- plan must comply with requirements for the quire, may elect to have this title (insofar as ment of this title. provision of quality care that the Secretary it provides benefits with respect to individ- shall prescribe by regulation, taking into ac- uals under section 2101(a)(2)) administered For purposes of this subsection, the term count, at a minimum, quality care guidelines with respect to that State by the Secretary 'rate differential' means with respect to under title XVIII of this Act; and (or by such agent as the Secretary may des- each benefit the difference between the re- "(E) a managed care plan shall provide for ignate). The Secretary may not accept such imbursement rate as determined under sub- a system of rate assessment and adjustment an election unless the State provides assur- section (a) or (b) and the reimbursement that minimizes risk selection and segmenta- ances satisfactory to the Secretary that the rate for comparable medical assistance de- tion (as defined and determined by the Sec- State will make payments to the Secretary termined under subsection (c). retary). toward the cost of implementing this title in "(d) No JUDICIAL OR ADMINISTRATION "(3) REGULATIONS.-The Secretary shall, the same amounts and at the same time as REVIEW.-There shall be no administrative not more than 180 days after the date of the the State would make payments under this or judicial review of the payment rates or enactment of this title, develop and estab- title but for the fact of such an election. rules under this section (including adjust- lish by regulation, standards to ensure the "(4) MULTI-STATE PROGRAMS.-Subject to ments made under this section). quality of care under managed care plans the approval of the Secretary, any State "(e) UNIFORM CLAIMS AND BILLING FORM.- under AmeriCare. may submit a joint plan for AmeriCare Each State plan shall require the use of any "(e) Cost CONTAINMENT DEMONSTRATION along with 1 or more other States to imple- Federal Uniform Claims and Billing Form PROJECTS.- ment a regional administration of 1 plan for developed by the Federal Health Expendi- "(1) IN GENERAL-The Secretary shall es- AmeriCare. ture Board under section 1180(b). Addition- tablish various demonstration projects to "(5) DATA COLLECTION.-Each State shall al information may be required by the State enable the States that submit an approved submit to the Secretary (in such form and plan if approved by the Secretary. application, to implement cost management manner as the Secretary determines) for "(f) UNIFORM IDENTIFICATION SYSTEM.- initiatives that promote the effective fur- collection and analysis- Each State plan shall require each health nishing of care under this title. Such cost "(A) aggregate and per enrollee expendi- care provider to use the identification management initiatives shall include: tures for each benefit covered under Ameri- number (if any) such provider uses in fur- "(A) Programs for contracting with com- nishing services for which payment is made Care, including categorization by age, race, munity-based providers (as defined by the sex, and income level; and under title XVIII of this Act or such other Secretary). identification number specified by the Sec- "(B) uniform claims collection (by com- "(B) Financial incentives to encourage the puter) that provide data to assist in the as- retary. delivery of high quality, cost effective man- sessment of the amount, type, quality, and "(g) MULTI-STATE PROVIDERS.-Each State aged care under subsection (d) of this sec- plan shall allow health care providers par- location of health care furnished through tion, including enhanced payment rates to AmeriCare. ticipating in AmeriCare to participate under States with a high percentage of individuals "(b) RIGHT TO REVIEW DENIED CLAIMS.- any other State plan for AmeriCare. enrolled in managed care plans, to the "(1) NOTICE-Each State plan for Ameri- "QUALITY AND COST-EFFECTIVE CARE MEASURES degree such enrollment results in reduced Care shall require that the State agency Federal expenditures. "SEC. 2106. (a) APPLICATION OF PEER shall provide an individual with written REVIEW ORGANIZATIONS.- "(C) Case management. including case- notice concerning the denial of a claim sub- finding and the coordination of social and "(1) IN GENERAL-The Secretary shall mitted by such individual. Such notice shall support services. ensure that the quality control and peer include the reasons for such denial. review activities described in section 1165 "(D) Financial incentives to encourage "(2) PROCESS FOR REVIEW.-Each State outreach programs. plan for AmeriCare shall utilize a fair proc- June 5, 1991 CONGRESSIONAL RECORD - SENATE 7211 ess for the timely rt ew of claims denied under such plan. "(B) is under 23 years of age and a full- health care services provided or proposed to time student; or CLAIM FOR CA be provided to a patient. NEEDED FOR LIFE- "(C) is, regardless of age, unmarried, de- NING ILLNESS.- 3 cases in which the "(7) MENTAL DISORDER.-The term 'mental pendent, and incapable of self-support as a to provide alth care promptly disorder' has the same meaning given such Would be life-threatening or result in a risk result of a mental or physical disability that term in the International Classification of of permanent disability, the AmeriCare ben- existed prior to the individual reaching 22 Diseases, 9th Revis Clinical Modifica- eficiary shall be entitled to a decision as to years of age. tion. whether care will be provided under Ameri- "(2) EMPLOYEE.-The term 'employee' has "(8) NEAR-POVERTY FAMILY.-The term Care not later than 1 day after supplying the meaning given such term under section 'near-poverty family' means a family whose the State with all requested information. In 2713(a)(2) of the Public Health Service Act. income equals or exceeds 100 percent of the the event of a denial of coverage for such "(3) EMPLOYER.-The term 'employer' has income official poverty line (as described in care, the beneficiary shall be entitled to an the meaning given such term under section paragraph (1)), but is less than 200 percent expedited review of an appeal of such denial 2713(a)(3) of the Public Health Service Act. of such income official poverty line. within 5 days. "(4) FAMILY.-The term 'family' means an "(9) PART-TIME EMPLOYEE.-The term 'part- "(4) APPEALS.-Individuals shall be enti- individual, and any spouse or child of an in- time employee' has the meaning given such tled to appeal the denial of a claim submit- dividual. In determining if any individual is term under section 2713(a)(2)(G) of the ted by such individual to the State agency. a child of another individual, rules similar Public Health Service Act. The Secretary shall promulgate regulations to the rules of section 152(b)(2) of the Inter- "(10) SPECIAL ELIGIBILITY INDIVIDUALS.- establishing procedures to be utilized for ap- nal Revenue Code of 1986 shall apply. The term 'special eligibility individual' pealing denials of claims under AmeriCare "(5) HEALTH CARE PROVIDER.-The term means an individual who on the date of ap- that are similar to the procedures estab- 'health care provider' means any entity or plication for benefits under AmeriCare is- lished under title XVIII of this Act for ap- person eligible to receive payments under "(A) a member of an under-poverty pealing denials of claims under such title titles XVIII and XIX of this Act. family; or XVIII, including the right to a trial de novo. "(6) MANAGED CARE PLAN.- "(B) would have qualified for assistance "(c) ADMINISTRATIVE REGULATIONS.- "(A) MANAGED CARE PLAN.-The term 'man- under title IV of this Act or for medical as- "(1) INCOME DETERMINATION.-The Secre- aged care plan' means a health benefit plan sistance in the State of the individual's resi- tary and the States shall develop and pro- (as defined in section 1182(1)- dence under title XIX of this Act (as in mulgate by regulation a system for the cer- "(i) in which the insurer- effect on the date of the enactment of this tifying of income and the reporting of "(I) utilizes explicit standards for the se- title); changes of income by individuals within an lection and recertification of participating "(C) or both. appropriate period of time for the purposes providers; "(11) STATE-The term 'State' means the of determining the amount of any premi- "(II) has organizational arrangements, es- 50 States and the District of Columbia. ums and copayments under section 2103 and tablished in accordance with regulations of the eligibility for supplemental payments of the Secretary, for an ongoing quality assur- "(12) UNDER-POVERTY FAMILY.-The term 'under-poverty family' means a family deductibles and other cost-sharing under ance program for its health services, which program (aa) stresses health outcomes, and whose income is less than 100 percent of the section 2104, including the use of the social security identification number in tracking (bb) provides review by physicians and income official poverty line (as defined by such changes and verifying the information other health professionals of the process the Office of Management and Budget, and at least biannually. Such system shall in- followed in the provision of health services; revised annually in accordance with section and 673(2) of the Omnibus Budget Reconcilia- clude rules similar to the rules described in pay "(III) contains significant incentives to tion- Act of 1981) applicable to a family of phs (2) through (7) of section the size involved. 2 including a method for making ad- use the participating providers and proce- ju its for any overpayments or under- dures provided for by the plan; and "(b) DETERMINATIONS OF INCOME.-For the "(ii) which, if it limits coverage of services purposes of this title- Payments of such premiums, copayments, and supplemental payments. to those provided by participating providers "(1) In general.-The term 'income' means- "(2) NOTICE OF SUPPLEMENTAL PAYMENTS.- or permits deductibles and coinsurance with "(A) IN GENERAL-The Secretary, in con- respect to basic health services provided by "(A) adjusted gross income (as defined in sultation with the Secretary of the Treas- persons who are not participating providers section 62(a) of the Internal Revenue Code ury, shall, by regulation, require that each which are in excess of those permitted of 1986), determined without the applica- employer- under health benefit plans- tion of paragraphs (6) and (7) of such sec- "(i) provide written notification forms to "(I) has a sufficient number and distribu- tion and without the application of section tion of participating providers to assure 162(1) of such Code, plus each employee outlining the availability of supplemental payments under AmeriCare in that all covered items and services are (aa) "(B) the amount of social security benefits the State in which such employee resides as available and accessible to each enrollee, (described in section 86(d) of such Code) described in section 2104; within the area served by the plan, with rea- which is not includable in gross income "(ii) coordinate the distribution of stand- sonable promptness and in a manner which under section 86 of such Code. ard Federal application forms described in assures continuity, and (bb) when medically "(2) FAMILY INCOME.-The term 'family section 2104(d) in conjunction with the pro- necessary, available and accessible twenty- income' means, with respect to an individ- vision of written notification under para- four hours a day and seven days a week; and ual, the sum of the income for the individ- graph (1); "(II) provides benefits for covered items ual and all the other family members. "(iii) carry out the requirements of clauses and services not furnished by participating "(3) FAMILY SIZE.-The family size to be (i) and (ii) without regard to the level of providers if the items and services are medi- applied under this title, with respect to income of any employee. cally necessary and immediately required family income, is the number of individuals "(B) CONTENTS OF NOTICE.-In promulgat- because of an unforeseen illness, injury, or included in the family for purposes of cover- ing the regulations described in subpara- condition. age of basic health benefits under Ameri- graph (A), the Secretary shall require the "(B) MANAGED CARE ENTITY.-The term Care or under a health benefit plan (as the following information to be supplied in the 'managed care entity' means an insurer, case may be). written notification: health maintenance organization, preferred "(4) TIMING OF DETERMINATION.-Income "(i) Information relating to the availabil- provider organization, dental plan organiza- shall be determined in accordance with one ity of supplemental payments on the basis tion, or other entity licensed to do business of the following methods, at the option of of family income and size (prepared to co- in a State, that markets managed care plans the applicant, for coverage under this title: ordinate with tax filing units or census in- to groups or individuals or an employer, "(A) Multiplying by a factor of 4 the formation). labor union, or other State licensed entity family income of the applicant for the 3- "(ii) Information concerning the amount that provides managed care plans for its em- month period immediately preceding the of monthly supplemental payments. ployees or members. month in which the application for coverage "(c) FAILURE To PRESCRIBE REGULATIONS.- "(C) PARTICIPATING PROVIDER.-The term under this title is made. The failure of the Secretary to prescribe participating provider' means a physician, "(B) Determining the family income of any regulations under this title shall not re- hospital, health maintenance organization, the applicant for the month in which the lieve a State of any responsibility for com- pharmacy, laboratory, or other appropriate- application for such coverage is made. plying with this title. ly licensed provider of health care services "PAYMENT TO STATES DEFINITIONS AND SPECIAL RULES or supplies, that has entered into an agree- "SEC. 2109. (a) IN GENERAL-The Secre- 2108. (a) DEFINITIONS.-As used in ment with a managed care entity to provide tary shall pay to each State which has a this title: such services or supplies to a patient en- plan approved under this title, for each "(1) CHILD.-The term 'child' means an in- rolled in a managed care plan. quarter, beginning with the quarter com- dividual who- "(D) UTILIZATION REVIEW.-The term 'uti- mencing January 1, 1992- "(A) is under 19 years of age; lization review' means a program for review- "(1) an amount equal to the Federal insur- ing the necessity and appropriateness of ance assistance percentage of the total 7212 CONGRESSIONAL RECORD June 5, 1991 amount expended during such quarter for 'AmeriCare', there are authorized and ap- (A) Levels of employment. benefits and supplemental payments under propriated for each fiscal year from the (B) The population of individuals covered the State plan; plus Fund a sum sufficient to carry out the pur- under AmeriCare under such title XXI. "(2) an amount equal to the administra- pose of this title. The sums made available tive percentage of so much of the sums ex- (C) Poverty levels. under this paragraph shall be used for (D) Economic conditions. pended during such quarter as found neces- making payments under section 2109 to (E) The distribution of urban and rural sary by the Secretary for the proper and ef- States that have submitted, and had ap- ficient administration of the State plan. populations. proved by the Secretary, a State plan for "(b) FEDERAL INSURANCE ASSISTANCE PER- (F) Health indicators, such as infant mor- AmeriCare. CENTAGE.- tality. "(2) ALLOCATIONS.-Amounts described in "(1) IN GENERAL.-For purposes of subsec- (2) EMERGENCY FUND.-The Secretary shall subsection (b)(1) shall be allotted to each tion (a)(1), the Federal insurance assistance develop recommendations for the creation State under paragraph (1) on the basis of percentage for any State shall be 100 per- of an emergency fund to fund certain bene- amounts received in the Fund with respect cent less the State percentage. fits under title XXI of the Social Security to employees residing in such State. "(2) STATE PERCENTAGE.-Thc State per- Act (as added by this Act) in the event a "(3) ADDITIONAL FUNDS FOR ADMINISTRA- centage for any State shall be equal to- TIVE EXPENSES.Amounts in the Fund shall State experiences changes in economic con- "(A) the State percentage determined be available, as provided in appropriation ditions or other conditions that the Secre- under section 1905(b), minus Acts, for the expenses of the Health Care tary determines to necessitate emergency "(B) the applicable percentage of such Financing Administration or any other Fed- funding. State percentage. eral agency designated by the Secretary in (3) REPORT.-Upon completion of the rec- "(c) ADMINISTRATIVE PERCENTAGE.-For administering the provisions of this title. ommendations described in paragraphs (1) purposes of subsection (a)(2), the adminis- "(e) INCORPORATION OF TRUST FUND PROVI- and (2), the Secretary shall submit a report trative percentage for any State shall be- SIONS.-The provisions of subsections (b) to the appropriate committees of the Con- "(1) 50 percent, plus through (i) of section 1841, as in effect on gress that includes such recommendations. "(2) the applicable percentage of 50 per- the day before the date of the enactment of (e) REDUCTION IN PAYMENT FOR HOSPITALS cent. this title, shall apply to the Fund in the RECEIVING A DISPROPORTIONATE SHARE AD- "(d) APPLICABLE PERCENTAGE.-For pur- JUSTMENT.- same manner as such provisions apply to poses of this section, the term 'applicable the Federal Supplemental Medical Insur- (1) IN GENERAL-Notvithstanding any percentage' means in the case of each quar- ance Trust Fund, except that any reference other provision of law, the Secretary of ter in the following full calendar years be- to the Secretary of Health and Human Serv- Health and Human Services (hereafter in ginning after the date of the enactment of ices or the Administrator of the Health this subsection referred to as the "Secre- this title, the following percentage: Care Financing Administration shall be tary") shall for discharges occurring on or deemed a reference to the Secretary of after the first day of the second full calen- Health and Human Services.". dar year after the date of the enactment of Applicable "Calendar year: Percentage: (b) ADMINISTRATIVE AND JUDICIAL REVIEW this Act provide for a reduction in the pay- 2nd 20 OF CERTAIN ADMINISTRATIVE DETERMINA- ment of the disproportionate share adjust- 3rd 20 TIONS.-Section 1116 of the Social Security ment percentage specified in section 4th 15 Act (42 U.S.C. 1316) is amended- 1886(d)(5)(F) of the Social Security Act by 5th 10 (1) by striking "or XIX" each place it ap- 1/4 (1/2, with respect to discharges occurring 6th 5. pears and inserting "XIX, or XXI", and on or after the first day of the seventh such "AMERICARE TRUST FUND (2) by striking "or 1904" in subsection full calendar year) of what the payments to "SEC. 2110. (a) CREATION OF TRUST FUND.- (a)(3) and inserting "1904. or 2101(a)(14)". hospitals under such provision would have There is established in the Treasury of the (c) UTILIZATION AND QUALITY CONTROL been but for the enactment of this subsec- United States a trust fund to be known as PEER REVIEW ORGANIZATIONS.-Title XI of tion. the 'AmeriCare Trust Fund' (hereafter in the Social Security Act (42 U.S.C. 1301 et (2) APPLICATION FOR EXCEPTION.- this section referred to as the 'Fund'). con- seq.) is amended by adding at the end the (A) IN GENERAL.-The Secretary shall, not- sisting of such gifts and bequests as may be following new section: withstanding paragraph (1), provide for made and such amounts as may be credited payment of the full disproportionate share "REVIEW OF AMERICARE UNDER TITLE XXI. to the Fund under this section. adjustment percentage specified in section "SEC. 1165. (a) REVIEW OF AMERICARE "(b) TRANSFERS TO FUND.- 1886(d)(5)(F) of the Social Security Act in UNDER TITLE XXI.-The Secretary shall pro- "(1) IN GENERAL.-There are hereby appro- any case in which a hospital applies to the vide, by regulation. for reviews of the pro- priated to the Fund amounts equivalent to Secretary for an exception from the reduc- grams under title XXI of this Act by utiliza- the net revenues received in the Treasury tion specified in paragraph (1) and it is de- from- tion and quality control peer review organi- termined by the Secretary that such hospi- zations to be carried out in a similar manner "(A) contributions required by section tal shall receive payments resulting from as provided under this part for review of 3601 of the Internal Revenue Code of 1986, the enactment of title VI of this Act that programs under title XVIII of this Act.". "(B) contributions made under section are less than 200 percent of the amount of "(b) CLINICAL PRACTICE GUIDELINES.-In 2723(c)(2) of the Public Health Service Act. reduction of payments specified in para- providing for the review of programs under "(C) AmeriCare premiums (as defined in graph (1) to such hospital. title XXI of this Act as described in subsec- section 2104(6)) collected by employers on (B) DETERMINATION CRITERIA.-In making tion (a), the Secretary shall, in consultation behalf of employees, and a determination under subparagraph (A) with recognized experts in the field of utili- "(D) penalties collected under section 2732 the Secretary shall consider- of the Public Health Service Act. zation and quality control review, ensure (i) the number of patients served by a hos- that, to the extent practicable, the reviews "(2) TRANSFERS BASED ON ESTIMATES.-The pital that are underinsured or uninsured conducted under this section take into con- amounts appropriated by subparagraphs and the costs to the hospital of providing sideration clinical practice guidelines, (in- (A), (E), and (C) shall be transferred from services to such patients in the first full cal- cluding guidelines for clinical practice and time to time (not less frequently than endar year after the date of the enactment other standards developed by the Advisory of this Act; and monthly) from the general fund in the Council for Health Care Policy, Research, Treasury to the Fund, such amounts to be (ii) such other relevant factors as the Sec- and Evaluation pursuant to section 921 of determined on the basis of estimates by the retary determines appropriate. the Public Health Service Act (42 U.S.C. Secretary of the Treasury of the amounts, (C) CONSIDERATION OF APPLICATION.-In 299b-1)).". specified in such subparagraphs, paid to or the case of a hospital that submits an appli- (d) CALCULATION OF FEDERAL INSURANCE As- deposited into the Treasury: and proper ad- cation to the Secretary under this subsec- SISTANCE PERCENTAGE APPLICABLE TO TITLE justments shall be made in amounts subse- tion at least 6 months before the first day of XXI.- quently transferred to the extent prior esti- the second full calendar year after the date (1) IN GENERAL-The Secretary of Health mates were in excess of or were less than of the enactment of this Act, the Secretary and Human Services (hereafter in this sub- the amounts specified in such subpara- shall make a determination with regard to section referred to as the "Secretary"), in graphs. such application prior to such first day. consultation with the chief executives of "(c) APPROPRIATION OF ADDITIONAL Sums.- With respect to all other applications sub- the States, shall develop recommendations There are hereby authorized to be appropri- mitted to the Secretary under this subsec- for the calculation of a specific Federal in- ated to the Fund such additional sums as tion the Secretary shall make a determina- surance assistance percentage applicable to may be required to make expenditures re- tion with respect to such application no coverage furnished under title XXI of the ferred to in subsection (d). later than 6 months after the date of re- Social Security Act (as added by this Act). "(d) EXPENDITURES FROM FUND.- ceipt of such application. In a recommended formula for the determi- "(1) IN GENERAL.-For the purpose of es- (D) APPEAL OF DETERMINATION.-A hospital nation of such Federal insurance assistance tablishing a public program to provide submitting an application to the Secretary percentage, the Secretary shall consider fac- health insurance coverage to be known as under this subsection may appeal a determi- tors related to the following: nation by the Secretary to the Provider Re- June 5, 1991 CONGRESSIONAL RECORD - SENATE 7213 imbursement Review Board established under section 1878 of the Social Security "(c) REVIEW OF APPLICATIONS: PRIORITY.- propriate notice and an opportunity for a Act and the provisions of such section shall "(1) REVIEW.-The Secretary shall develop hearing, terminate the payment of amounts apply to any such appeal. a process and timetable for reviewing appli- under such grant to such entity. The Secre- cations submitted under subsection (b)(2) to COORDINATION WITH TITLE XIX.-Title tary may terminate grants to entities that of the Social Security Act (42 U.S.C. assure that, to the extent practicable, all fail to demonstrate good faith efforts to amounts appropriated under this section are it seq.) is amended by adding at the meet the requirements of this section. end the following new section: awarded not later than 180 days after the beginning of each fiscal year. "(2) ADDITIONAL POWERS OF THE SECRE- "COORDINATION WITH TITLE XXI "(2) PRIORITY.-In awarding grants under TARY.-In addition to terminating payments "SEC. 1930. (a) The provision of medical this section, the Secretary shall give priori- under paragraph (1), the Secretary may- assistance under this title shall not apply to ty to- "(A) sell any property acquired by the any individual éligible for coverage under "(A) applicants that will use amounts re- entity with amounts received under the AmeriCare under title XXI of this Act. ceived under such grant to provide services grant, or transfer such property to another "(b) The Secretary shall, by regulation, in areas with the greatest need for such entity receiving such a grant; and provide for appropriate coordination of this services and in which the demand for such "(B) recoup (to the extent practicable) as- title with title XXI of this Act.". services can be expected to increase after sistance previously provided to the entity (g) INCREASE IN TITLE XIX CAP FOR TERRI- the implementation of the HealthAmerica under this section. TORIES.-Subsection (c). of section 1108 of Act; "(3) INELIGIBILITY FOR FUTURE GRANTS.-If the Social Security Act (42 U.S.C. 1308) is "(B) applicants with a demonstrated abili- an entity that is not in compliance with the amended by adding at the end thereof the ty to expand their operations in the most ef- requirements of this section may be granted following new flush sentence: ficient manner; a 2-year extension to meet such require- "Notwithstanding the preceding sentence, "(C) applicants that are migrant or com- ments. If at the end of such 2-year period for each fiscal year beginning after the date munity health centers receiving assistance the entity has failed to comply with such re- of the enactment of the HealthAmerica Act under section 329 or 330, that propose to use quirements, that entity shall be ineligible each amount under subclause (C) of each amounts received under such grants to for further grants under this section. clause of such sentence shall be increased expand their operations, including expan- "(g) ADMINISTRATION.-Not more than 10 by the AmeriCare percentage increase for sion to new sites, to serve high impact areas percent of the amounts made available the preceding fiscal year. For purposes of (as defined in section 329(a)(5)) or medically under this section may be used for adminis- the preceding sentence, the AmeriCare per- underserved populations (as defined in sec- trative purposes. The costs of administra- centage increase equals the percentage in- tion 330(b)(3)), that are not currently being tion include- crease (if any) in the total Federal program served; "(1) the cost of providing, either directly costs of title XXI of this Act over such costs "(D) applicants that do not receive assist- or by grant or contract to nonprofit private of title XIX of this Act (as determined in ance under section 329 or section 330, but entities that represent the recipients of the fiscal year preceding the effective date that meet all requirements to receive funds grants under this section, for the identifica- of the HealthAmerica Act) for all States.". under either of such sections, including, for tion of areas and populations eligible for as- (h) EFFECTIVE DATE.-The amendments the purpose of planning the establishment sistance under this section; and made by this title shall take effect on the of new centers in areas of high need, enti- "(2) the provision of technical assistance first day of the second full calendar year be- ties eligible for planning grants under sec- to entities for the planning, development ginning after the date of the enactment of tions 329(c) and 330(c). and operation of the service delivery sys- this Act, without regard to whether regula- "(3) SECONDARY PRIORITY.-The Secretary tems supported under this section. tions to implement such amendments are shall give secondary priority in awarding "(h) AUTHORIZATION OF APPROPRIATIONS.- promulgated by such day. grants under this section to applicants "(1) IN GENERAL-There are authorized to VII-DEVELOPMENT OF HEALTH that- be appropriated and there are appropriated SERVICE CAPACITY "(A) propose to meet the requirements of to carry out this section- (s. GRANTS FOR EXPANSION OF AVAILABIL- section 329 or 330 within 2 years after the "(A) $58,000,000 for fiscal year 1992; ITY OF PRIMARY CARE SERVICES. date on which the application is submitted; "(B) $166,000,000 for fiscal year 1993; and Part D of title III of the Public Health "(C) $266,000,000 for fiscal year 1994; Service Act (42 U.S.C. 254b et seq.) is "(B) are serving or propose to serve such "(D) $350,000,000 for fiscal year 1995; and amended by adding at the end thereof the populations or areas that are not currently "(E) $426,000,000 for fiscal year 1996. following new subpart: being served or have a proposal for such "(2) REPORT.-Not later than September service pending. "Subpart V-Emergency Health Care Grant 30, 1995, the Secretary shall prepare and "(d) USE OF AMOUNTS.-An entity receiving Programs submit to the appropriate committees of a grant under this section shall use amounts Congress a report concerning the need for "SEC. 340D. GRANTS FOR EXPANSION OF AVAIL. received under such grant to expand the further migrant and community health ABILITY OF PRIMARY CARE SERV- ICES. availability of comprehensive primary center primary care service capacity devel- health services (as defined in section "(a) IN GENERAL.-The Secretary shall opment and recommendations concerning 330(b)(1)) in medically underserved or high award grants to eligible entities to expand the appropriate level of support needed for impact areas. the availability of comprehensive primary activities to address such capacity develop- "(e) REIMBURSEMENT FROM OTHER health services (as defined in section ment. SOURCES.- 330(b)(1)) in medically underserved areas. "(3) ADDITIONAL AMOUNTS.-Amounts pro- "(1) IN GENERAL.-An entity receiving a "(b) ELIGIBILITY.-To be eligible to receive vided under this section shall be in addition grant under this section shall use any and a grant under this section an entity shall- to any amounts appropriated under sections "(1) be- all reimbursements received from other 329 and 330.". "(A) a migrant or community health sources for services provided by such entity to- TITLE VIII-EFFECTIVE DATE center that receives assistance under section 329 or 330; "(A) compensate for the unreimbursed SEC. 801. EFFECTIVE DATE. "(B) be an entity that meets the require- costs of providing services to patients; (a) GENERAL RULE.-Except as otherwise ments of section 329(a) of 330(a) for being a "(B) expand the amounts and types of provided in this section, titles I and II of services furnished; migrant or community health center, this Act shall take effect on January 1 of though not a recipient of a grant under "(C) serve additional patients or areas; or the second full year that begins after the either of such sections; "(D) promote the recruitment, training, or date of the enactment of this Act. retention of personnel. "(C) be an entity that does not meet the (b) EXISTING PLANS.-In the case of an em- requirements of section 329(a) or 330(a) for "(2) RETURN OF UNUSED AMOUNTS.-Any ployer that, on the date of the enactment of being a migrant or community health amounts of the reimbursements referred to in paragraph (1) that are not used for the this Act, has in effect a health insurance center, but that provides assurances satis- plan covering the employees of such em- factory to the Secretary, including subse- purposes described in such paragraph shall quent demonstrable evidence, that such be returned to the Secretary, either directly ployer, the amendments made by titles I or through adjustments in future grants, and II shall not apply to such employer entity will meet the requirements of either such section not later than 2 years after re- and shall be used by the Secretary to make until the date described in subsection (a) or ceiving a grant under this section; or additional or expanded grants under this the first day of the second full year after "(D) be an entity that is eligible for a section without regard to appropriations the date of the enactment of this Act, whichever is later. under subsection (h). grant under sections 329(c) or \and "(f) FAILURE TO COMPLY.- (c) STATE AND LOCAL GOVERNMENTS.-In the "(1) TERMINATION OF PAYMENTS.-In the case of an employer whose revenue is raised prepare and submit to the Secretary case of an entity that receives a grant under by a taxing authority. a health insurance plication at such time, in such manner, this section and fails to comply with the re- plan covering the employees of such em- and containing such information as the Sec- retary may require. quirements of this section, the Secretary ployer shall not be required to meet the re- shall, after providing such entity with ap- quirements of part B of title XXVII of the Public Health Service Act until the first day 7214 CONGRESSIONAL RECORD June 5, 1991 of the third full year after the date of the public program to collect the employees' enactment of this Act. During the period be- charged premiums higher than 20 percent portion of the premium. In the absence of ginning on the effective date prescribed of the cost of a basic plan as the result of this requirement, employers will be allowed under subsections (a) and (b) and ending on this provision may decline employer cover- to voluntarily collect premiums on behalf of the first day of such third full plan year, age and receive coverage throug' the public employees. employee participation in such plan shall be plan. Individual responsibility.-Employees will voluntary unless otherwise required by the Two family members employed. Each em- be required to accept coverage for them- plan. ployer is responsible for primary coverage selves and their families if offered by their SEC. 802. POLICY RESPECTING ADDITIONAL BENE- of his or her employee. If a family member. employers and pay a share of the premium FITS. is covered under another plan, a work as well as co-payments and deductibles, if (a) IN GENERAL-After the date of the en- required under the employer plan. A similar may decline coverage for that family actment of this Act, no employer shall be obligation will be assumed by workers whose member. Parents may choose which employ- required under part B of title XXVII of the er plan will cover their children. A worker employers make a contribution to the public Public Health Service Act to provide any program. When the plan is fully phased-in, receiving primary coverage from an employ- health benefit in addition to the benefits re- certification of health insurance coverage er may also elect to participate in the plan quired to be provided under section 2721(a) will be required for each individual claimed of another working family member and re- of such Act (as in effect on the date of the as a personal exemption. Certification of ceive secondary, wrap-around coverage from enactment of this Act) unless- coverage will also be required when apply- that plan. In the case of a two-worker (1) such additional health benefit is for a ing for government benefits such as govern- family, the primary worker's premium pay- service that the AmeriCare plans (under ment loans or food stamps as a condition of ment, if any, to the primary employer shall title XXI of the Social Security Act) are re- receiving benefits. be adjusted to reflect savings to that em- quired to cover; and ployer as the result of not bearing responsi- (2) before the enactment of such require- BASIC BENEFIT PACKAGE bility for primary coverage of the secondary ment, the benefits and costs of requiring the Covered services. Plans must cover: hospi- worker. A similar adjustment shall be made provision of such additional health benefit tal services; physician services; diagnostic for workers receiving retirement health ben- have been analyzed and considered by Con- tests; limited mental health benefits; 45 efits from a previous employer. gress. days of inpatient care; 20 outpatient visits; Employed child. Coverage may be waived (b) REPORTS.- pre-natal and well-baby care; preventive for a working dependent child covered (1) IN GENERAL.-In carrying out subsec- health benefits: mammograms, pap smears, under a parent's plan. tion (a)(2) with respect to the consideration and well child care. Cost-sharing. Maximum employee cost- ADDITIONAL FEATURES of a proposed additional health benefit, Congress shall request a report from the In- sharing under basic plans is: 20 percent of Waiting period. The waiting period for stitute of Medicine of the National Academy the premium; deductibles of $250 per indi- coverage may not exceed 30 days. If the em- of Sciences or a public or nonprofit entity vidual and $500 per family: co-payments of ployer elects to impose & waiting period, the with expertise relating to health benefits. 20 percent (except for outpatient mental employee may elect to receive coverage Any such report shall- health services, for which 50 percent co-pay- from the employer during this period by (A) analyze and summarize such proposed ments may be charged); out-of-pocket cata- paying 102 percent of the combined employ- additional health benefit; and strophic cap on liability for covered services er and employee share of the premium. (B) contain an estimate of the economic of $3,000; wage-related cost-sharing may be Pre-existing condition limitations on cov- and health impacts of such proposed addi- used for deductible and catastrophic cap; erage. When fully phased-in, no limits on tional health benefit. employee premium share and co-payments coverage may be imposed based on the exist- (2) CONSULTATION.-Any such report shall and deductibles will be subsidized by the ence of pre-existing conditions. be prepared in consultation with interested public plan for low-income workers (as de- Consumer protection. A set of legal pro- members of the public and with individuals scribed in the public plan section below). tections will be established for insured indi- and entities having expertise with respect to Actuarial equivalency. To assure employer viduals, including the right to full informa- such proposed additional health benefit. flexibility to adapt the plan to the needs of tion on plan provisions and the right to the particular work force, employers may appeal coverage decisions. SUMMARY OF HEALTHAMERICA: AFFORDABLE offer plans that do not meet minimum standards as long as the employer contribu- PUBLIC PLAN HEALTH CARE FOR ALL AMERICANS tion to the plan offered is actuarially equiv- Medicaid will be replaced by 2. new Fed- OVERVIEW alent, pursuant to guidelines issued by the eral-State program of public coverage called The legislation will assure every American Secretary, to what would be provided under AmeriCare. The program would be adminis- basic health insurance coverage, either the basic plan. Under an actuarially equiva- tered by the states subject to national through a plan provided by an employer or lent plan, basic services must still be covered standards for eligibility, reimbursement, through a Federal-State public insurance without limits on scope and duration, except and coverage. All Americans not covered by program. called AmeriCare, that will replace as specified in the basic plan, but the level employment-based coverage will receive cov- Medicaid.' Universal health insurance cov- of cost-sharing could be adjusted. For exam- erage under AmeriCare. erage will be coupled with a comprehensive ple, an employer who offered a service that Benefits under AmeriCare will be the program to control health care costs and was not required to be covered could require same as for employment-based coverage, with provision to reflect the special needs his or her employees to pay a larger share except that Early and Periodic Screening, and problems of small business. of the premium or charge a higher deducti- Diagnosis, and Treatment (EPSDT) will be EMPLOYMENT-BASED COVERAGE ble. An employer with a lower deductible available under the public program. Individ- Business responsibility.-Businses will could have a higher catastrophic cap. uals below the poverty line will have access be offered a choice of providing coverage EMPLOYEES TO BE COVERED to optional Medicaid services that the State meeting minimum standards for employees Full-time workers. If an employer provides chooses to provide. Individuals below the and their families or making a contribution private coverage rather than making a con- poverty line covered by an employment- to the public plan. The contribution will be tribution to the public plan, all workers and based plan will also be entitled to receive set at 8 percent of payroll. This contribu- their families working 17½ hours a week or such services through the public plan. tion will encourage employers to provide more must be covered. An employer may Specific provisions include: health insurance while providing a substan- choose to make a contribution to the public Premiums.-Individuals below 100 tial subsidy to employers, especially small plan for workers employed less than 17½ percentof poverty will pay no premium. In- employers. with a high percentage of low- hours per week even if direct coverage dividuals between 100 and 200 percent of wage or part-time workers. The contribution rather than the payment is chosen for other poverty will pay premiums on a sliding scale will be set at a level that will maximize pri- workers. For purposes of computing the basis. Individuals above 200 percent of pov- vate coverage for the working population wage base for contributions to the public erty will pay premiums equal to the average without imposing an excessive burden on plan, the employer may exclude workers for actuarial value of the coverage, capped by a employers. whom coverage is not mandatory, including percent of Income reflecting ability to pay. If an employer chooses to make a contri- employed children covered under a parent's Workers receiving coverage through the bution, he or she will be required to facili- plan and workers with two employers receiv- public plan will pay 20 percent of the actu- tate the process of enrollment in the public ing coverage under another employer's plan. arial value of coverage, unless their incomes program by providing his or her employees Less than full-time workers. The required are below 200 percent of poverty. with enrollment forms and information employer premium contribution for workers Subsidy of low-income workers receiving about how to apply for coverage. States will employed 17½ hours per week or more and private coverage through an employer.- be given the option to require those employ- less than 25 hours a week may be reduced The public plan will subsidize the premium ers who elect to make a contribution to the based on the ratio of hours worked to 25. share of workers with family income below The required contribution for employees 200 percent of poverty. Premiums will be working less than 17½ hours per week is at 1 Except for long-term care services. least 50 percent. Employees who are 2 Except for long-term care services. June 5, 1991 CONGRESSIONAL RECORD 7215 completely covered for below-poverty work- ers for basic plan benefits. the appropriate use of technology will be will be established to set national expendi- Consortia.-States will be encouraged to expanded. Cooperation between the public ture goals, in total and by sectors of the establish purchasing consortia to reduce the and private sector and coordination or pri- health care industry. Advisory goals. will overall rate of health care cost inflation (see vate sector efforts will be encouraged. Fed- also be established for states and regions. eral matching grants will be available bel ^meriCare and Medicare can partici- through the Agency for Health Care Policy The Board will convene providers and pur- nese consortia. I and Research for private sector technology chasers to conduct negotiations on rates and ed care.-States will be encouraged assessment initiatives. other methods of achieving the expenditure to and enroll beneficiaries in cost-ef- Encouragement of managed cares-Man- goals. Negotiators may recommend adjust- fective managed care systems. Safeguards aged care works by encouraging use of the ments of the goals to the Board. The Board are included to assure that no enrollee will be forced to choose a managed care alterna- most efficient providers and minimizing un- will publish recommended rates and other necessary or ineffective care. Managed care measures to achieve the goals for the use of tive. will be encouraged by the following meas- purchasers and providers. Recommended Provider reimbursement.--Providers will ures: rates and other measures will be binding If be reimbursed at levels at least equivalent State legislative barriers to managed care the negotiations are successful unless State to the level that would be provided by the will be preempted. Consortia (see below) establish different use of Medicare reimbursement rules. Reim- Small businesses (which employ 30 per- payment methods, rates, or other measures bursement will be raised in phases. cent of all American workers) will be given that could be successful in achieving the Scope and duration.-No limits may be guaranteed access to managed care through goals. placed on scope and duration of coverage small business insurance reform (see below). Encourage State Consortia/Innovative for required services. Through small business insurance reform cost control programs.-States will be re- Phase-in.-The public plan will be phased- (see below), insurers will be given additional quired to establish insurance/purchasing in. All children and pregnant women will be incentives to develop cost-effective systems consortia, which would, at a minimum, re- assured coverage in the first phase. of managed care. quire insurance companies with small Financing-The public program would be The public program will make managed financed by state and Federal contributions. market shares to participate for the purpose care options available to those not covered of reducing administrative costs. These con- States would receive an enhanced Federal by employment-based plans. sortia would also be encouraged to take match, phased out over time, for coverage The data base necessary for effective man- other cost-containment actions. To encour- of newly eligible persons and other new pro- aged care will be enhanced by the standard- age states to use consortia, states will be gram costs in the public program. This en- ized data and evaluation of providers de- hanced match would be a specified percent given the flexibility to have both Medicare scribed below and by evaluation research increase over a state's current matching rate and AmeriCare participate. States will also and development of practice guidelines. for the Medicaid program. be given grants to establish and evaluate ELIMINATING UNNECESSARY ADMINISTRATIVE these consortia. EXPANDING ACCESS THROUGH AN IMPROVED COSTS Mandatory functions. The consortia will DELIVERY SYSTEM Four programs will be established to make all direct payments to providers on Insurance coverage alone will not guaran- reduce the excessive administrative costs of behalf of insurance companies with small tee access to care for many individuals in our pluralistic payment system. market shares (most of the estimated 1200 rural and inner-city areas where there is an Standardized claims forms.-The Federal insurance companies marketing health in- inadequate supply of health care providers. Health Expenditure Board (see below) will surance) and will work with providers to es- Over the next five years, approximately $1.2 be required to develop and implement tablish paperless processing and "smart billion in additional funding will be invested standardized claims and data forms. This card" systems for reimbursement that will in the creation of community health centers will reduce administrative costs for provid- reduce administrative costs and burdens and to provide primary care services in such un- ers, who must now deal with a multiplicity derserved areas. This additional funding will of forms provided by different payers. take advantage of economies of scale. Larger insurers and the public programs pro he capacity to serve an estimated Insurance Consortia. (See Encourage 5.4 State Consortia, below).-By requiring small will be allowed, and, at state option, re- n people each year. RING THE BURDEN OF HEALTH CARE COSTS insurance companies to combine for the quired to join these insurance consortia. purpose of paying providers, the legislation Optional functions. Optional functions of Universal health insurance coverage itself significantly reduces the cost of health care will dramatically reduce the number of pay- the consortia may include: price negotia- to businesses and individuals currently pur- ment entitles with which providers must tion; volume negotiation; capital allocation; chasing insurance. Uncompensated care deal. This will make possible significant rational distribution of providers; data col- economies of scale in claims processing, fa- lection; consumer protection; promotion of raises private health insurance premiums an cilitate electronic claims processing, and managed care/competition. estimated 10-15 percent. In addition to the reduction in cost-shift- reduce administrative costs of providers. If state consortia establish effective meth- Quality improvement agencies.-New ods of achieving overall state goals estab- ing, the program includes a comprehensive agencies will be established in each state to lished by the Federal Expenditure Board, program to lower health care cost inflation work with providers on a program of contin- state rates or other methods may be used in and total health care costs. The strategy is organized around steps to reduce unneces- uous quality improvement and implementa- lieu of Board published rates. tion of cost-effective methods of delivering Develop and disseminate cost and quality sary and ineffective care; to reduce the ex- cessive administrative costs of the current care, including practice guidelines. Providers data on individual providers.-The Federal pluralistic payment system, and to limit un- periodically certified by the agency as prac- Health Expenditure Board will collect, ana- restrained price and volume increases by ticing efficient, quality care will be exempt lyze, and disseminate data that will assist from utilization review by insurers during purchasers of care and consumers in evalu- providers. Specific measures include: the period of the certification, not to exceed ating the efficiency and quality of individ- REDUCING UNNECESSARY OR INEFFECTIVE CARE one year. This step will focus utilization ual providers. This will assist in the develop- Outcomes research/practice guidelines review where it is most likely to be cost-ef- ment of managed care networks, in identify- dissemination.-The Pepper Commission es- fective and enhance risk-management activi- ing quality providers for patients, and in en- timated that unnecessary or ineffective ties. couraging providers to improve their per- health care added as much as $18 billion an- Small business insurance reform (see formance. nually to health care costs. The legislation below).-By reducing the costs of the con- ADDITIONAL COST CONTROL ACTIONS will raise the authorization level for the tinuous enrollment and disenrollment en- Agency for Health Care Policy and Re- demic to the current system of insuring Fre-empt state mandates.-The current search by $50 million, to enable it to con- small businesses, by promoting more effec- ERISA pre-emption of state regulation of duct additional outcomes research and de- tive price competition, and eliminating or the content of employer health plans for velop practice guidelines for more proce- reducing the high costs associated with self-insured plans will be extended to all em- dures. The current emphasis on Medicare medical underwriting, this reform will ployment-based health plans. Federal stand- services will be supplemented by an equal reduce the average administrative costs as- ards will replace state standards. emphasis on the services that are delivered sociated with selling insurance to businesses Malpractice.-A grant program will be es- in the private market. Government pro- of 25 employees or fewer from 25 percent of tablished to provide states incentives to ex- grams will be required to use practice guide- premium to 15 percent. For companies with periment with alternatives to the tort lines in utilization review activities. Addi- ten or fewer workers, where administrative system for reimbursing and protecting the tional measures will be taken to assure dis- and sales costs are often as high as 40 per- victims of malpractice and with the use of semination of guidelines, once developed, to cent, savings will be even greater. practice guidelines in malpractice cases. The proysi and payers (see below). ASSURE PROVIDER PRICE AND VOLUME RSTRAINT. Institute of Medicine or similar independent logy Assessment.-The current organization will conduct an evaluation of pu litiative through the Agency for Federal Health Expenditure Board.-An the current status of knowledge about the independent agency with the stature and in- Care Policy and Research to analyze malpractice problem in all its facets and dependence of the Federal Reserve Board make recommendations to the Congress. S 7216 CONGRESSIONAL RECORD - SENATE June 5, 1991 Health care cost control research and demonstration program.-A new program of allowed to buy insurance paying providers A family without health insurance under Medicare rules. health care cost control research grants and must live every day with the knowl- This program will allow these small busi- demonstrations will be established in the nesses to provide coverage at lower costs edge that an accident or an illness new Agency for Health Care Policy and Re- and will encourage them to begin to provide could wipe out the savings of a life- search. Grants will be made to develop ef- coverage voluntarily during the transition time. But the danger is more profound fective methods of health care cost reduc- period. The Secretary shall study this pro- than the loss of economic security tion. A similar program in the '70s led to the gram and report to the Congress on its ef- alone. development of the DRG program. fectiveness. Every year, 1 million Americans seek SPECIAL PROGRAMS FOR SMALL BUSINESS Improved tax treatment for the self-em- The legislation recognizes the special ployed.-Currently, the owner-operator of health care, but are turned away be- problems faced by small business in provid- an unincorporated small business is only al- cause they cannot pay. Another 14 lowed to deduct 25 percent of the cost of his million do not even look for care they ing health insurance to their workers and or her own health insurance premiums from need, because they know they cannot addresses these problems in a number of income for tax purposes, and even this de- afford it. ways. duction is due to expire in December, 1991. Contribution to public coverage.-By of- Two-thirds of the uninsured with se- By contrast, the cost of health insurance for fering businesses the opportunity to make a the owner-operator of an incorporated busi- rious health symptoms such as sponta- contribution based on a percentage of pay- ness is fully deductible. This provision neous bleeding or loss of consciousness roll instead of providing coverage directly, would allow the self-employed owner-opera- do not see a doctor. A recent study in the legislation reduces the cost substantially tor to deduct 100 percent of the cost of his Washington, DC, found that almost to businesses, often small businesses, that or her own health insurance premiums up half of the uninsured people admitted employ predominantly low-wage or part- to the value of the premium they paid on to the hospital could have avoided time workers. This alternative is far less behalf of their employees. Owner-operators hospitalization if timely care from a costly to such businesses than providing with no employees would be allowed to coverage but will assist them in attracting a deduct 100 percent of the cost of the lowest family doctor had been available. qualified work force. cost small employer plan meeting the basic The problem is especially devastat- Phase-in of Small Business Responsibil- benefit requirements available in their area. ing to America's children. Eight mil- ity.-Small businesses with fewer than 100 Tax credits for small business.-In addi- lion American children have no health workers will be allowed a phase-in period tion to the improved deductibility of health insurance. One in every three poor before they are required to provide or con- insurance expenses for the self-employed, children has no coverage. Forty per- tribute to coverage for their workers. For small businesses that are not profitable cent of the Nation's children do not businesses with 25 to 99 workers, the phase- enough to be able to afford to provide in will be four years. For businesses with health insurance coverage to their workers even get basic childhood vaccinations. fewer than 25 workers, the phase-in will be without difficulty will receive a tax credit to The United States ranks first in five years. These transition periods will cover up to 25 percent of the cost. This wealth, first in military power-and a allow small business insurance reform time crédit will be provided to small businesses dismal 22d in preventing infant mor- to take effect and give small businesses time with fewer than 60 employees for each full- tality. to plan for the additional costs they will be time employee with a salary of less than Every American child should be expected to incur. Businesses with 25-99 $20,000, except for high-profit firms in which the employer earns more than guaranteed a healthy start in life, but workers will have 4 years to voluntarily pro- $53,400 per year. This credit would be in ad- too many are not getting it. Soaring vide coverage to workers. If at the end of 4 dition to the deduction currently available costs threaten to price health care out years 75 percent of the currently uncovered employees of these businesses have been for the cost of such insurance. of the reach of working Americans. covered, then employers in this group will Mr. KENNEDY. Mr. President, I Today, we are spending in excess of not be required to provide coverage or pay a have been working on the issue of af- $700 billion a year on health. Costs are contribution to the public program. The fordable health care for many years. going up twice as fast as wages. Corpo- same rule will apply for businesses with Never have we been closer to guaran- rate expenses for health care are actu- fewer than 25 employees, except that they teeing affordable health care for all ally greater than corporate profits. will have 5 years to voluntarily provide cov- erage. our people than we are today. The amount American families pay for Small business insurance reform.-Federal And never has the need for action health care that insurance did not standards for health insurance sold in the been greater, because we face a two- cover has almost tripled in the last 10 small group market will: remove barriers to pronged crisis in health care that years, from $63 to $162 billion. access to group health insurance by elimi- threatens the health and well-being of Exploding costs would be a problem nating pre-existing condition exclusions and every American. under any circumstances. But these denials of coverage on the basis of health Too many Americans are uninsured immense expenditures have not status; promote equity in insurance premi- and underinsured-and the number is brought us the health care system the ums, by moving rate-setting toward a com- growing every year. No American munity-rated system; and improve the af- American people need or that the fordability of coverage for small employers, family can be secure that the health American people deserve. by preempting state benefit laws and ensur- insurance they have today will protect They have not kept newborn Ameri- ing access to managed care. States will be them tomorrow. And health care costs can infants from dying at rates higher required to provide information and techni- are too high and growing at astronom- than almost every other industrial cal assistance to small employers and con- ical rates. country. They have not raised life ex- sumers seeking to choose a plan. In this rich land of 250 million pectancy as high as 12 other nations. Special treatment of new small business- Americans, 34 million of our fellow They have not bought insurance for es.-Recognizing the fragility of small busi- citizens have no health insurance nesses in their early years, the legislation millions of working families or ade- whatsoever. allows new, small businesses a reduced obli- quate protection for millions more. gation with regard to providing or contrib- At various times over the next 2 Caught between the twin problems uting toward health insurance coverage. years, 30 million more will have no of increasing numbers of the unin- Small businesses with fewer than 25 work- health care coverage for substantial sured and escalating costs, some of our ers will have no obligation to provide or con- periods. And another 60 million have most important health care institu- tribute to coverage during their first two insurance that even the Reagan ad- tions are imperiled. Hospitals commit- years. In the third year. the contribution ministration said was inadequate. ted to serving the uninsured are in- they will be required to make to the public During the great depression, Presi- plan will be one-half the normal level. In creasingly swamped in a tide of red dent Franklin Delano Roosevelt called the fourth year, such businesses will be re- ink. Half of all public hospitals are op- quired to fulfill the same obligations as us to action with his statement that erating at a loss. One-third of all rural other businesses. "One-third of a nation is ill-housed, ill- hospitals are operating at a loss. Six Special treatment of small businesses that clad, and ill-fed." Today, more than a hundred are likely to close in the next have not previously provided coverage.- third of our Nation lacks the basic few years. During the first five years after enactment, health insurance coverage that every In New York City, it is not uncom- small businesses that have not provided cov- other industrialized country except mon to wait 3 days in an emergency erage to their employees during the year South Africa deems a fundamental prior to enactment of the legislation will be room before a hospital bed becomes human right. available. Forty-one States report June 5, 1991 CONGRESSIONAL RECORD - SENATE 7217 similar problems. In Los Angeles, more than half the private hospitals have to pay up to 25 percent of the costs of buy, not the most wasteful and expen- dropped out of the trauma care small businesses that might have trou- sive one. system, because they cannot afford ble affording coverage. And it phases Under this program, a new Federal the uninsured patients who arrive in in the provisions of the plan so that Health Expenditure Board, with the small businesses will have time to emergency room. Nationally, a stature and independence of the Fed- adapt. of all hospitals have dropped out eral Reserve Board, will be created. 01 the trauma care system. The mes- Our plan includes the most compre- The Board will collect, analyze, and sage is cminous-"Don't get into an hensive program to deal with the ex- publish data on doctors and hospitals auto accident-whether you are rich cessive cost of health care ever intro- duced. in every community in the country, SO or poor, insured or uninsured, your life that patients and insurers can com- is at greater risk." First, it includes strong steps to pare costs and quality. The Board will Even in hospitals with a wealthy, squeeze unnecessry care out of the establish tough goals for total spend- well-insured clientele, costs continue system. Studies by the RAND Corp. of ing, and bring providers and purchas- to scar. This imbalance is yet another selected medical procedures found ers together to negotiate ways to mark of our failure to establish a ra- that 15 to 30 percent, depending on achieve the goals. And States will be tional, humane, and effective national the procedure, were clearly unneces- encouraged to take additional steps to health care system. Health care is the sary or even harmful. A 5-year study control costs. fastest growing failing business in of Medicare has found that 10 to 20 Finally, the program will end cost- America. percent of care to be unnecessary. The shifting by assuring that every Ameri- The plan we are proposing today Pepper Commission estimated that as can is covered, and that every business builds our current system but corrects much as $18 billion worth of medical does its fair share. Today, health in- its worst faults. It is a practical, care annually was unnecessary. Our surance costs for those who have in- achievable proposal that will get the program will required stepped-up de- job done. surance are as much as 15 percent velopment of practice guidelines so higher than if everyone were covered. It will guarantee basic health insur- that unnecessary medical care can be When people cannot pay their medical ance for every American family, and it clearly identified and eliminated. Man- bills, the costs are picked up in the will put in place a comprehensive pro- aged care, with cost-effective provid- form of higher charges for everyone gram to control health care costs. ers, will be encouraged. And outcomes else. Under the plan, every business will research will be increased so that for be required to provide health insur- My family has been fortunate in many medical procedures whose value always being able to afford the best ance coverage for its workers and their is unclear, effectiveness will be estab- families, or contribute to their cover- medical care. The time is long overdue lished and in effective procedures age under a new Federal-State pro- to guarantee every citizen that same eliminated. gram called AmeriCare. Two-thirds of access to the care they need. I believe Second, the plan will cut billions of the uninsured are workers and their the introduction to this bill marks the dollars in unnecessary administrative families. These Americans work hard- beginning of a process that can costs. The current system is strangling most of them 40 hours a week, fifty achieve that goal, and make decent in redtape that burdens physicians, weeks a year, but all their hard work health care a reality for every Ameri- hospitals, and patients alike. Over buy them the health insur- can family. a 1,200 separate companies are selling ley need, because their employ- Mr. RIEGLE. Mr. President, today I health insurance today, and the multi- e use to provide it. am introducing S. 1277, Health Amer- plicity of different forms and payment The vast majority of businesses al- ica: Affordable Health Care for All ready assume this obligation. It has procedures, as well as the repetitive Americans, with Senators MITCHELL, and inconsistent review of medical been more than half a century since KENNEDY, and ROCKEFELLER. I want to practice that results, diverts time and we required all employers to pay a commend the majority leader for his minimum wage, to contribute to Social money that could be better spent on leadership in this area. Security, and to participate in work- medical care. When insurance compa- Health America is the product of er's compensation and unemployment nies sell a policy to a small business or almost 2 years of work of the Finance insurance. In 1991, the time is long an individual, as much as 40 to 50 Subcommittee on Health for Families overdue for all employers to provide or cents of every premium dollar goes to and the Uninsured to provide health contribute to health care. cover sales and administrative costs care coverage for all Americans. In the The unemployed deserve the basic and profit. This money that stays with 101st Congress, the Finance Commit- right to health care, too. AmeriCare the insurance companies doesn't buy tee's Subcommittee on Health for will make coverage available to them even a single band-aid. Families and the Uninsured was cre- with premiums based on ability to pay. Our program will reform the insur- ated at my request to enable us to find Coverage under the plan will be ance market, so that overhead is re- a solution. At the first hearing of our phased in over a 5-year period, begin- duced and a greater share of premi- Subcommittee, the lead off witness ning with coverage for every child. ums is used to cover medical care was Senator KENNEDY, chairman of Businesses with 100 employees or costs, not insurance company redtape. the Labor and Human Resources Com- more will be required to provide or Billing and claims forms will be stand- mittee and we agreed to work togeth- contribute to coverage immediately. ardized, and small insurance compa- er-and have done so-along with the The obligation will be phased in for nies will be required to join consortia majority leader, Senator ROCKEFELLER smaller businesses. By the fifth year, for the purpose of paying doctors and and others like Senator PRYOR and every American will be guaranteed hospitals. Economies of scale and Senator METZENBAUM. Over the coverage on the job or through Ameri- standardization will make cost-effec- months all points of view have been Care. tive paperless processing easier to im- The plan includes a number of provi- plement and will cut the resources de- weighed and balanced in the package we're presenting today. sions to make it easier for smaller voted to administration. A new quality businesses to afford the cost of their improvement program will exempt We began as a bipartisan process. large numbers of doctors and hospitals And it is my hope that this legislation increased obligations. These provisions will prompt the administration to act include insurance reform, so that from the necessity of wasting time and now on the crisis of high health care small businesses will finally be able to money justifying tests and procedures buy coverage at a fair price, regardless to insurance companies. costs and lack of availability of health care coverage. of ether their employees are Third, the plan will end the blank- he check payment policies that have al- I first introduced a bill to provide or not. It includes new tax crt to provide fair tax treatment lowed doctors and hospitals to charge health care to the uninsured in De- for the costs of the self-employed and whatever they want for care. We need cember 1982 in the 97th Congress and the best health care system money can introduced bills on this issue every Congress until the 101st when I asked 7218 CONGRESSIONAL RECORD SENATE June 5, 1991 for the creation and became chairman of the Finance Subcommittee. I began millions more without health insur- to their liking. I consider that a meas- ance. by focusing on unemployed people ure of its practicality and why it without health insurance and have A General Accounting Office [GAO] should be-and will be-enacted. since broadened to more comprehen- study I requested shows just one dra- Mr. President, Health America ad- sive legislation. matic example of why we need com- dressed two major shortcomings of our prehensive reform of our current America's health care crisis is part of health care system-rising health care a larger problem of a shrinking Ameri- health care system. The primary rea- costs and lack of health care coverage sons for the closing of 60 hospital can middle class where our people have less and less economic power to trauma care units in major urban for millions. Our plan would, in stages over 5 years, provide health care for areas were the costs of treating unin- meet their basic needs. Skyrocketing sured people without the means to pay all people who currently do not have health insurance costs for those who and unreasonably low medicaid pay- health care coverage, building on the have coverage-and the growing group ment rates to hospitals. Hospital current private and public system. of Americans with no health insurance trauma centers can't stay open in an Children and pregnant women are cov- coverage-are signs that our health environment where they are losing ered in the first phase. Of integral im- care system must be reformed. money on the people they must serve. portance, we have also developed a sig- While health care reform has many For three hospitals in Detroit, the nificant cost containment program. complexities we must not get lost in total losses exceed $10 million a year Our cost containment program makes the detail and lose sight of the fact for emergency and trauma care alone. this bill different from proposals in that this is an urgent issue facing our people. Parts of our health care system are the past which deal only with access. collapsing around us while the need About two-thirds of the currently in- In Michigan alone, there are a mil- for comprehensive health care reform sured get their coverage from their lion people today without a penny of has been stalled by an executive employer. Another 15 percent get health insurance, and 300,000 of them branch largely indifferent to the prob- their coverage through public pro- are children. Nationally, an estimated lem. grams, primarily the Medicaid Pro- 34 million Americans have no health insurance coverage. Those that do When essential services, like hospital gram. That leaves about 16 percent of trauma centers, are forced to shut our population with no coverage at all. have health insurance are finding down due to inadequate funds we all Our plan fills in the current gaps in their rates rising sharply and their suffer. Trauma centers are not the coverage by restructuring the current coverage being reduced by rising de- ductibles, copayments, and diminished only problem, hospital emergency system. Employers would be encour- benefits. We can and must do better- rooms are closing, hospitals are closing aged through tax incentives and disin- and that requires the comprehensive down entirely, and doctors are finding centives to provide coverage; so most health insurance plant we are introduc- it harder and harder to treat a grow- people would get coverage through ing today. ing number of our people. In Michigan their employer as they do today. alone, hospitals lost $350 million last Mr. President, more than ever We have a series of special provi- before, we need a national strategy for year providing care for those who sions to ease the burden on small busi- addressing the current health care could not or would not pay. Ultimate- nesses including tax credits, small crisis in this country. Our health care ly, the financial distress of hospitals group insurance market reform and system-the most advanced and so- and doctors that provide large special phase-in periods for coverage. phisticated in the world-is failing us amounts of uncompensated care Since we phasein our cost reduction in two important ways. Tens of mil- threatens the quality and availability program sooner than the coverage of lions of Americans are without health of this care and, in fact, is threatening the uninsured, we hope to make insurance or the financial resources to to shut down hospitals all across health care plans more affordable for America as well as reduce the number purchase health care services when small businesses. Many businesses they or families need care. Yet at the of doctors providing care, particularly would like to provide health care COV- in areas where they are needed the same time, our health care system is erage but the costs are too high. We most. the most expensive in the world. A hope that making health care benefits more efficient, better designed health The plan we are unveiling today more affordable and providing direct care delivery system could provide begins the reform process. We've spent tax credits will entice businesses to the past 2 years analyzing all the rele- care to all Americans without utilizing voluntarily provide coverage. I would additional national resources. vant data and weighing the viewpoints also say at this point that we owe Sen- Every day we read or hear about of the various parties at interest. In ator PRYOR a debt of gratitude for all these issues-and the problems are fact, in March last year a document of his hard work in this area. only getting worse. We now know that proposed options was distributed for Anyone who does not receive health public comment to hundreds of even more Americans, over 60 million, insurance through an employer will lacked health insurance protection for groups, and at least 100 groups in have access to our new public health a period of time each year. A recent Michigan alone. The principles we insurance program called AmeriCare. study I requested from the GAO un- have used in designing our program Unlike medicaid, which it replaces, derscores the fact that the uninsured mark a breakthrough that will, in AmeriCare is not a welfare program. span all ages, income levels, employ- stages over the next 5 years, bring All people are eligible for its coverage ment status, ethnic groups, and geo- basic health insurance coverage to including workers and their families every person in America. graphic regions. The uninsured are from businesses that do not provide also more likely to die after entering a It does SO by implementing impor- private health insurance. hospital and less likely to have certain tant cost-saving reforms at the same Also, AmeriCare will provide a uni- time we broaden health insurance cov- procedures performed when compared form health benefit package and to insured persons. In fact, in Michi- erage-starting universal coverage first with 10 million American chil- higher reimbursement rates for pro- gan, this subcommittee has heard tes- viders-both significant changes from timony from people that have since dren who now lack health insurance the current Medicaid Program. States died as a result of delaying medical and would begin to receive it once the would administer AmeriCare within care specifically because they had no program takes effect. By matching these tighter Federal standards creat- health care insurance. cost-saving reforms with broadened ing a uniform health care program Health care is increasingly becoming coverage-we can achieve needed effi- across America. Medicaid now varies unaffordable for all Americans. In ciencies and cost saving throughout tremendously by State. In addition, our entire health care system. some cases, premiums continue to rise States usually cover only single in double digit figures. These pres- This bill strikes a fair and carefully structured balance among competing women with children and on average sures on the current system will 1 day cover only some 40 percent of all lead to a complete collapse, leaving objectives-and none of the various people living in poverty. We increase parties of interest will find it precisely funding to the States for AmeriCare June 5, 1991 CONGRESSIONAL RECORD - SENATE 7219 during the time the program is being rent problems relating to medical li- phased-in. based system. A majority of consum- ability, we would set up grants to Here is just one example of who ers, have also overwhelmingly ex- States for short reform or alternatives would be helped by this type of pro- pressed a need for substantial health to this, such as alternative dispute res- system reform. g olution. Mr. President, we need to act now on arkable young woman age 28 from IMPACT ON BUSINESS MI, Cheryl Eichler, had both universal access to health care Crohn's disease for 13 years. She left a hos- Experience shows that companies and rising health care costs. We have pital bed in June 1989 to testify before a fi- that provide health insurance to their done enough study of the issues. It's nance subcommittee hearing in Michigan. employees are finding that their rates now time to move forward on a health Cheryl earned $12,000/yr (2 times the pov- are going through the ceiling because care program for all Americans. I hope erty level) at a 7-11 store but her employer they are indirectly paying for the med- that my colleagues in the Senate will did not offer health care. When she quit her ical care of uninsured people. The job due to her illness, she did not qualify for join me in cosponsoring this important costs of uncompensated health care medicaid because as a single woman with no piece of legislation to ensure afford- children she did not fit one of the current costs which are shifted to private able high quality health care for categories under medicaid. We tried to help payers have sharply increased the cost Americans. her. Within 6 months she died-and I am of private health insurance. This severely damages the ability of Mr. ROCKEFELLER. Mr. President, convinced her tragic and premature death I am extremely pleased and honored occurred because she did not receive the U.S. companies to compete interna- tionally. Chrysler's health care cost to rise today with the majority leader, proper care she needed at the right time. AmeriCare could have helped Cheryl per vehicle-$700-exceeds our inter- Senator MITCHELL, my colleague on national competitors' costs by nearly the Finance Committee and chairman Eichler; she would have had immedi- ate access to essential health care serv- $500 per vehicle. of the Subcommittee on the Unin- Our bill would help American busi- sured, Senator RIEGLE, and the chair- ices. She would not have had to fit nesses in several different ways. The man of the Labor and Human Re- into an arbitrary category in order to get health care. If she had received bill would reduce the current uncom- sources Committee, Senator KENNEDY, immediate medical care throughout pensated care cost shift, often 15 per- to introduce a bill that would reshape cent of their total health care costs. our Nation's health care system. her illness, I'm convinced she'd be Businesses will also be better able to It has just been a little more than a alive today. Our country is diminished help manage health care costs by par- year ago that the Pepper Commis- by her death. We can and must save lives like Cheryl's-this program will ticipating in the Federal Health Ex- sion-which I chaired and on which let us do that. penditure Board and State consortia. Senator KENNEDY served-released its Our Plan would help those currently Businesses working together will have recommendations on how to achieve insured by the private sector by sig- increased bargaining power with pro- universal access to health care for all nificantly controlling health care viders encouraging more efficient de- our citizens. At that time I said that livery of health care services. We will our job had just begun and hard work costs. We do this by reducing unneces- also reduce overall administrative lay ahead. Introduction of today's bill sary care, decreasing administrative costs by standardizing billing and by is evidence of some of that hard work costs, and constraining price increases. Savings to the health care system for implementing practice guidelines to and brings us even closer to the day p determine appropriateness of services, when we can say that every American our cost containment program is ated at close to $80 billion over thus reducing unnecessary care. man, woman, and child has decent, af- a 5-year period. We also significantly reduce the cur- fordable health care coverage. Our program is a significant step to- rent cost shift to business from pres- We all know that the current path wards a more rationale health care ently inadequate public programs by of rationing health care based on a system. Among many provisions, we mandating higher reimbursement person's ability to pay is not accepta- rates. establish a new independent Federal ble, nor are the costs of our health Health Expenditure Board that will Mr. President, the political dynamics care system sustainable. It is simply establish voluntary annual expendi- around this issue have changed dra- immoral to pour billions of dollars into ture goals by health care sector and by matically. All sectors of society now the world's most sophisticated, high- State or regional. The commissioners recognize the need for change and are technology health care system-but working to find solutions. appointed by the President and ap- deny prenatal care to the 433,000 preg- proved by the Senate, on the board Big business, facing increasingly nant women who lack health insur- would be insulated from the political competitive world markets, must find ance and to lag behind Singapore and process. They would convene negotia- ways to control health care costs. 21 other industrialized countries in tions between purchasers and provid- Small businesses fear government- infant mortality. ers to establish rates and other cost mandated health benefits for employ- Mr. President, I will not spend my controlling mechanisms in order to es- ees and are looking at alternatives to time this afternoon outlining the mandates. tablish fair prices. At the State level, a problem, that's the easy part. The similar process would occur. Both the State governments are finding that hard part is putting forth a solution Federal and State activities in this health care costs are an increasingly and, unfortunately, there is not a large percentage of their budgets. The area would set forth a process where magic solution or a quick fix to make Governors have formed a task force to all relevant players-purchasers and the inequities in our system disappear develop their own recommendations providers-are involved and are in- overnight, or to slow down health on this issue. tended to help constrain health care costs. Even a single payer, Canada- prices. Doctors and hospitals, concerned style solution, which sounds simple This bill would also go a long way to- about the lack of adequate payment and has a certain appeal, would re- for services, want answers to the un- wards reducing unnecessary by ex- quire a massive shift and reallocation compensated care problem. Insurers panding the current outcomes re- of resources. It took the Canadians 25 are looking for new ways to keep costs search effort to determine appropri- years to create their current health down so their customers do not move ateness of care and by expanding tech- care system, and their per capita to other forms of care or to self-insur- nology assessment. We also expect to health costs are rising as rapidly as ance. reduce overall administrative costs by ours. Health care is now the major issue promoting cost-effective managed care Last year, the Pepper Commission in the vast majority of collective bar- systems; providing purchasers better recommended a comprehensive strate- ir gaining negotiations. Organized labor ation cost and quality and es- gy with a fair sharing of public and ta recently united in supporting the need ng uniform claims and billing private responsibility. We came to this forms io be utilized by all providers. to achieve universal access and signifi- decision because we felt our mission Finally, in order to address the cur- cant cost containment, through build- was to recommend practical, common ing on the Nation's existing employer- sense, and enactable answers for S 7220 CONGRESSIONAL RECORD - SENATE June 5, 1991 health care reform. Because 85 per- cent of private insurance is provided barriers. So, finally after a period of and some models are more effective time, after putting all these reforms by employers and because 75 percent into effect and making special assist- than others. Furthermore, according of the ininsured are members of work- ance available, we measure the success to CBO's Director, Bob Reischauer, re- ing families, we recommended building of these efforts. If the vast majority of search to date shows only one-time on our job-based system while at the working uninsured do not have cover- savings from managed care. Managed same time providing special assistance to small employers-which accounts age, small firms will be required to care has had little or no impact on either provide basic health benefits di- growth of spending over time. for 65 percent of the working unin- sured. rectly or contribute toward public cov- The chairman of the Finance Com- erage for their employees. If most mittee and a proven leader on health The Affordable Health Care for all workers are uninsured, the Federal care issues, Senator BENTSEN, has held Americans Act takes that same job- Government must find ways to guar- a series of hearings this past spring on based approach, including the struc- antee coverage for the remaining citi- health care reform. At one hearing. tural reforms recommended by the zens. the president of Southern California Pepper Commission that are vital if Mr. President, in addition to the spe- Edison, Michael Peevey, testified in participation is required in our health cial measures targeted toward small favor of a federally created "all-payor care system. businesses, this bill contains a variety rate negotiation to ensure that every Foremost among these structural re- of mechanisms to slow down national health care payor, no matter how forms is small group health insurance health care expenditures. small, can benefit from the low rates reform. While we leave insurance reg- ulation and enforcement in the hands Simply by providing universal negotiated by the largest purchasers." access, we will end the cost shifting of Moreover, he called for a national of the States, similar to legislation we passed last year for Medicare supple- uncompensated care that employers- health expenditure target and limits as well as doctors and hospitals- on capital expenditures. mental policies, we require that Feder- al minimum standards be met. detest. Through malpractice reforms This comes from the president of a To make private health insurance and outcomes research, we will lessen company that has compiled a remark- America's addiction to défensive medi- able record in cost control. Edison saw more available, insurance companies cine and to unnecessary tests and sur- no increase in its health care costs be- would no longer be allowed to engage in cherry-picking the good risks and geries. Through mandatory cost shar- tween 1988 and 1989 and their project- selecting out the unhealthy, or those ing by individuals, we will instill a ed long-term trend rate is down to the deemed likely to incur high medical sense of consumer responsibility and 10 to 12 percent range. Even so, at bills because of where they work or sensitivity to health care costs. their current rate of increase, their where they live. Insurance companies Through managed care, health care health care costs will double every 6 would be forced to go back to manag- will be delivered in settings that em- years. ing risk and to start managing care. phasize quality and appropriateness. Mr. Peevey was not alone in calling We prohibit medical underwriting and These were all the cost containing for dramatic action. Another example: huge premium hikes, or outright can- tools called for in the Pepper plan, The chairman and CEO of Bethlehem cellation of policies, due to changes in and I am absolutely certain that they Steel, Walter Williams. Mr. Williams an individual's health status. will help. But, for various reasons, testified that in spite of increased em- We preempt over 700 State benefit they fall short of the test. The solu- ployee cost sharing and extensive mandates and replace them with a tion to the access problem requires managed care programs, their costs basic health benefit package. And, in a bigger, and yes, more dramatic ways to rose 26 percent in 1990. His recommen- contain cost. step designed to make private health dation: Federal cost containment legis- insurance even more affordable for Take individual cost sharing. Making lation to make sure public and private small businesses, we allow previously- consumers more price sensitive has payors pay the same for health care uninsured small businesses to elect the only a limited effect on whether or not and regional reimbursement schedules use of Medicare reimbursement rules. an individual initially seeks care. Once This will give small businesses the initiated, research shows that courses to insure that all payors-pay the market clout they have so far lacked of treatment generally are the same- same-for the same care. He, too, since those decisions have traditional- called for a national health spending in order to negotiate better deals with ly been left up to the doctor. target to keep annual increases in providers. We require insurers to offer health care costs at acceptable levels. managed care plans to small business- As for outcomes research and prac- tice guidelines, I could not be a bigger Their calls and others for tougher es if they offer these plans to large believer in the importance of this cost containment have not fallen on employers in the area, while at the work-and not just for cost reasons. deaf ears. If others are to gain access same time we preempt State antiman- aged care laws. But practice guidelines, once devel- to our health care system, we must si- In addition to the reforms of the oped, will need to be disseminated and, multaneously get a handle on its costs. marketplace, we provide a permanent more importantly, adopted by practic- Through the creation of an inde- 25 percent tax credit toward the cost ing doctors. And, just as we will find pendent Federal Health Expenditure Board, voluntary goals for national, of health insurance for employers instances of inappropriate and unnec- with less than 60 workers and whose essary care through outcomes re- and State-specific, health care spend- search, we will, no doubt, find in- ing would be set and a process for na- salaries are less than $20,000. We in- stances of underuse of care. So we tional negotiations between providers crease the deductibility of health in- might need to spend more in certain and purchasers of health care on reim- surance from the current level of 25 to bursement levels would be established. cases. 100 percent for the self-employed. Insurance reform is potentially a State flexibility and innovation would And, because of our recognition of the fragility of new businesses, we exempt powerful tool. That's why I will fight be preserved through the establish- proposals that allege reform, but are ment of State-level consortiums that new, small businesses from providing health insurance during a 2-year start- actually far too weak. We can save could perform a variety. of cost-saving almost $14 billion over 5 years by activities, including further State-level up period. The third year of operation, eliminating medical underwriting and negotiations on reimbursement levels new small businesses would only be re- limiting preexisting condition exclu- and volume, reduction of administra- quired to contribute one-half what sions through small group insurance tive costs by streamlining the process- would otherwise normally be required reform. ing of claims, or capital allocation. under the public program. This legislation includes several These recommendations stop short Employers have told us, overwhelm- ways to promote managed care and of setting mandatory caps on health ingly, they would like to provide make it more available. Here again, I spending or national payment rates to health benefits to their workers but am a believer. But managed care allow for any necessary adjustments that cost and availability often are means many things to many people, during the transition to universal access. And once fully implemented. June 5, 1991 CONGRESSIONAL RECORD - SENATE 7221 we will have the necessary data and in- ing solution? What about one that viduals who are not residents or domi- mation on how well we have done admits the cost of inaction is simply cilaries of that State. the job of holding down health care unacceptable and that failure to act its, so we can adequately judge S. 280 threatens our future economic securi- where we might need to do more work, ty? At the request of Mr. SASSER, the or in other areas less. names of the Senator from Nebraska Mr. President, all together the cost [Mr. KERREY], the Senator from Wis- containment measures outlined in this ADDITIONAL COSPONSORS consin [Mr. KOHL], and the Senator bill have been estimated, by an inde- from Georgia [Mr. NUNN] were added S.4 pendent consulting firm, to have the At the request of Mr. BENTSEN, the as cosponsors of S. 280, a bill to pro- potential to reduce health spending in name of the Senator from Maryland vide for the inclusion of foreign depos- this country by almost $80 billion over its in the deposit insurance assessment 5 years. Over time these savings will [Mr. SARBANES] was added as a cospon- sor of S. 4, a bill to amend titles IV, V base, to permit inclusion of non-depos- grow. My colleagues in the Senate and I and XIX of the Social Security Act to it liabilities in the deposit insurance establish innovative child welfare and assessment base, to require the FDIC have laid out in great detail a way to family support services in order to to implement a risk-based deposit in- achieve universal access, while at the strengthen families and avoid place- surance premium structure, to estab- same time make a significant dent in ment in foster care, to promote the de- lish guidelines for early regulatory the costs of our health care system. velopment of comprehensive substance intervention in the financial decline of Just a week and a half ago I intro- duced a bill, S. 1177, that laid out in abuse programs for pregnant women banks, and to permit regulatory re- and caretaker relatives with children, strictions on brokered deposits. great detail the recommendations of the Pepper Commission for universal to provide improved delivery of health S. 323 access. While different in some re- care services to low-income children, At the request of Mr. CHAFEE, the spects, the general approach is the and for other purposes. name of the Senator from Connecticut same. S. 25 [Mr. LIEBERMAN] was added as a co- I have said all along that concessions At the request of Mr. CRANSTON, the sponsor of S. 323, a bill to require the and accommodations will have to come name of the Senator from California Secretary of Health and Human Serv- from all corners-from business, from [Mr. SEYMOUR] was added as a cospon- ices to ensure that pregnant women the insurance industry, from health- sor of S. 25, a bill to protect the repro- receiving assistance under title X of care providers, and from the public-if ductive rights of women, and for other the Public Health Service Act are pro- we are to have any hope of real purposes. vided with information and counseling change. In other words, no one can regarding their pregnancies, and for S. 190 demand their first choice and expect other purposes. At the request of Mr. GRAHAM, the to see results. So, for example, al- names of the Senator from Utah [Mr. S. 416 though the Pepper bill, S. 1177, in- HATCH], the Senator from Massachu- At the request of Mr. DANFORTH, the Judes my preference for a federally setts [Mr. KERRY], the Senator from name of the Senator from Utah [Mr. n public program to replace Medic- North Dakota [Mr. BURDICK], and the HATCH] was added as a cosponsor of S. 1, I was willing to compromise with Senator from Arkansas [Mr. BUMP- 416, a bill to amend the Internal Reve- my colleagues in order to move the ERS], were added as cosponsors of S. nue Code of 1986 to make permanent debate, and it is my fervent hope to 190, a bill to amend 3104 of title 38, the tax credit for increasing research move health reform legislation along. United States Code, to permit veterans activities. I know my Senate colleagues would who have a service-connected disabil- join me in saying to our colleagues and S. 489 ity and who are retired members of to others that we are open to further At the request of Mr. HATCH, the debate and discussion to refine or to the Armed Forces to receive compen- names of the Senator from Mississippi add or subtract. It is time to take a sation, without reduction, concurrent- [Mr. COCHRAN] and the Senator from ly with retired pay reduced on the seat at the table. New Hampshire [Mr. RUDMAN] were The majority leader, Senator MITCH- basis of the degree of the disability added as cosponsors of S. 489, a bill to rating of such veteran. ELL, has shown tremendous leadership provide grants to States to encourage in introducing this legislation today. I S. 200 States to improve their systems for would welcome a similar display of At the request of Mr. FRYOR, the compensating individuals injured in leadership from the White House. I name of the Senator from Idaho [Mr. the course of the provision of health hope introduction of this bill spurs the CRAIG] was added as a cosponsor of S. care services, to establish uniform cri- administration to come up with its 200, a bill to amend the Internal Reve- teria for awarding damages in health own plan for health care reform and nue Code of 1986 to exclude small care malpractice actions, and for other not just ignite another round of stone transactions from broker reporting re- purposes. throwing. quirements, and to make certain clari- S. 574 In cities, suburbs, and rural towns fications relating to such require- At the request of Mr. CRANSTON, the across America-health care is the ments. names of the Senator from Maryland pocketbook issue. Over 70 percent of S. 239 [Ms. MIKULSKI] and the Senator from the uninsured are not poor. They are At the request of Mr. SARBANES, the Ohio [Mr. METZENBAUM] were added as families in which fathers and mothers names of the Senator from Missouri cosponsors of S. 574, a bill to amend have lost their jobs because of the re- [Mr. DANFORTH], the Senator from the Civil Rights Act of 1964 to prohib- cession. They are working people Alabama [Mr. SHELBY], and the Sena- it discrimination on the basis of affec- whose employers cannot afford today's tor from Arizona [Mr. McCAIN] were tional or sexual orientation, and for insurance rates. They even include added as cosponsors of SF 239, a bill to other purposes. people with ample incomes, but who authorize the Alpha Phi Alpha Frater- S. 597 cannot buy insurance because of a nity to establish a memorial to Martin health condition or past illness. Luther King, Jr., in the District of Co- At the request of Mr. DODD, the The Director of the Office of Man- lumbia. name of the Senator from North Dakota [Mr. CONRAD] was added as a ;ement and Budget, Dick Darman, S. 267 SO recently testified before the Fi- cosponsor of S. 597, a bill to amend At the request of Mr. REID, the ance Committee that he has yet to the Public Health Service Act to estab- name of the Senator from Montana come up with an intellectually satisfy- lish and expand grant programs for [Mr. BURNS] was added as a cosponsor ing solution to the problem of the 9 evaluation and treatment of parents of S. 267, a bill to prohibit a State million uninsured children in this who are abusers and children of sub- from imposing an income tax on the country. What about a morally satisfy- stance abusers, and for other pur- pension or retirement income of indi- poses. June 5, 1991 CONGRESSIONAL RECORD SENATE 7061 force more quickly, more effectively, I thank our colleagues and their COST ESTIMATE and into a wider range of jobs, with staffs who have worked so hard for so MAY 31, 1991. the help of these technology networks. many months and years to bring us to 1. Bill number: S. 210. Finally, a word about what this bill this new threshold. 2. Bill title: Comprehensive Uranium Act is not. It is not a telco bill. It is not a Mr. President, I suggest the absence of 1991. cable bill. Rather, it is a bill to bring of a quorum. 3. Bill status: As amended by the Senate he information age to all Americans The PRESIDING OFFICER. The Committee on Energy and Natural Re- ho wish to participate. clerk will call the roll. sources, May 22, 1991. I applaud the foresight and leader- The assistant legislative clerk pro- 4. Bill purpose: S. 210 would reorganize the government's uranium enrichment en- ship of Senator BURNS on this legisla- ceeded to call the roll. terprise and assist the domestic uranium in- tion and urge the Senate to match Mr. HOLLINGS. Mr. President, I ask dustry. Senator BURNS' effort in working unanimous consent that the order for Title I would establish a wholly owned toward its passage. the quorum call be rescinded. government corporation to replace the ex- The PRESIDING OFFICER (Mr. The PRESIDING OFFICER (Mr. isting Department of Energy (DOE) pro- FORD). The Senator from Wisconsin is ROBB). Without objection, it is so or- gram for providing uranium enrichment recognized. dered. services to commercial nuclear powerplants and to government defense and research programs. Key features of the proposed cor- DEMOCRATIC HEALTH REFORM REVISED CONGRESSIONAL poration are summarized below. This bill BUDGET OFFICE COST ESTI- would: PACKAGE MATE OF S. 210, THE COMPRE- Set the corporation's initial debt at $364 Mr. KOHL. Mr. President, this million, payable with interest to the Treas- HENSIVE URANIUM ACT OF morning I would like to briefly com- ury over a period of 20 years. Payment of 1991 the $364 million debt would constitute all of mend my colleagues, who have worked Mr. JOHNSTON. Mr. President, on the recovery of past costs associated with SO hard in crafting the comprehensive health care reform bill to be intro- May 23, 1991, I submitted on behalf of the uranium enrichment program. By con- duced today. the Committee on Energy and Natural trast, the General Accounting Office (GAO) estimates that unrecovered federal costs for We need not repeat the numbers of Resources Senate Report 102-63, to ac- uranium enrichment now total about $11 underserved. We know them. We need company S. 210, the Comprehensive billion. not repeat statistics on the benefits of Uranium Act of 1991. Included in the Provide the uranium enrichment corpora- prevention-we are paying dearly for report was a May 10, 1991, letter from tion with up to $2.5 billion in borrowing au- those past failures. We need not the Congressional Budget Office that thority, but would not allow the corporation estimated the cost of the bill. to borrow from the Treasury's Federal Fi- repeat health cost inflation figures. Nor the tragic stories about citizens In its May 10 letter, CBO concluded nancing Bank. The corporation would fund young and old who have been denied that certain provisions of the bill as its spending through a combination of its access to quality care. Each of us has originally approved by the Committee revenues and borrowing from the public. Under current law, the Congress provides an heard those numbers and those stories would have resulted in direct spending annual appropriation to fund the DOE pro- in hundreds of ways. during fiscal years 1992 through 1996. gram. The problem is real. Our health care As explained in Senate Report 102- Provide that the proposed corporation be 63, the Committee on Energy and Nát- managed by an Administrator and a corpo- system is in crisis. And we have a re- rate board, both appointed by the President. sponsibility to lead the Nation out of ural Resources amended S. 210 on that crisis. May 22, 1991, to remove the direct The Secretary of Energy would have gener- Our colleagues from West Virginia, spending identified by CBO from the al supervision over the Administrator for bill. health, safety, environment, and national Massachusetts, Maine, and Michigan- security concerns. among others-have met the challenge Accordingly, CBO revised its cost es- Transfer current DOE production facili- in offering this blueprint for national timate. In a May 31, 1991, letter, CBO ties-for uranium enrichment to the corpora- health care reform. It is a commenda- stated that S. 210 as amended and re- tion. The corporation would then issue cap- ported "would not affect direct spend- ital stock to the Treasury to represent the ble and meritorious plan. It offers ing over the next 5 years, and would book value of assets transferred. hope and answers to questions of uni- not be subject to pay-as-you-go proce- Require the corporation to set prices to versal access, quality, and cost. I believe we are faced with a real op- dures under section 252 of the Bal- (1) recover its initial debt; (2) pay for its costs of service; (3) recover costs of decon- portunity here and I hope we do not anced Budget and Emergency Deficit tamination and decommissioning; and (4) let it pass. We have had similar Control Act of 1985." provide a "normal business" profit-to be chances in the past-in the late 1960's I ask unanimous consent that CBO's paid in dividends to the Treasury. and early 1970's when President Nixon revised cost estimate for S. 210 be Exempt the corporation from sequestra- printed in the RECORD in its entirety. tion under the Balanced Budget Act offered the Nation a plan for employ- There being no objection, the esti- (Gramm-Rudman-Hollings). With the ex- ment based health care; in the late mate was ordered to be printed in the ception of initial set-up costs, the corpora- 1970's when President Carter, through RECORD, as follows: tion's spending would not be subject to Secretary Califano, offered a compre- annual appropriations. hensive employment based plan that U.S. CONGRESS, Title I also would establish a fund for the also included Medicaid reforms. For CONGRESSIONAL BUDGET OFFICE, decontamination and decommissioning various reasons, we let those opportu- Washington, DC, May 31, 1991. (D&D) of the government's uranium enrich- Hon. J. BENNETT JOHNSTON, nities pass us by. It has cost us dearly. ment facilities. Chairman, Committee on Energy and Natu- Title II contains provisions that would I believe it will be easy for each of us ral Resources, U.S. Senate, Washington, assist and attempt to revitalize the domestic to sit back and critique this package. DC. uranium industry by: Surely each of us-and each of our DEAR MR. CHAIRMAN: The Congressional Establishing a program that could lead to constituencies-can find fault with one Budget Office has prepared the attached increased purchases of domestic uranium by aspect or another. I hope we resist cost estimate for S. 210, the Comprehensive nuclear utilities; that easy path for it will take us no- Uranium Act of 1991, as amended by the Establishing a national strategic uranium where once again. Those who have not Senate Committee on Energy and Natural reserve (consisting of uranium stocks cur- Resources on May 22, 1991. This bill, as been close to the drafting of this legis- rently held by the the U.S. government); amended, would not affect direct spending lation have an obligation to study it Directing the Secretary of Energy to en- over the next five years, and would not be courage the use and export of domestic ura- carefully. We need to go back to our subject to pay-as-you-go procedures under nium; States and talk to our people about it. section 252 of the Balanced Budget and Requiring the federal government to pur- But, we have a responsibility to study Emergency Deficit Control Act of 1985. chase only domestic uranium for defense and consider it from a positive per- If you wish further details on this esti- needs; and spective. And that is what I intend to mate, we will be pleased to provide them. Establishing a program for partial reim- do. Sincerely, bursement, by the federal government, of ROBERT D. REISCHAUER. remedial action at active uranium and thori- S7108 CONGRESSIONAL RECORD - SENATE June 5, 1991 ates (including affiliates described in para- ture pursuant to section 481(h)(5) of the ACCESS TO HEALTH CARE FOR graphs (6) and (7) of subsection (c)) neces- Foreign Assistance Act of 1961; or sary to verify transactions conducted with ALL AMERICANS (2) which is listed by the Secretary of such Bell Telephone Company that are rele- State under section 40(d) of the Arms Mr. KENNEDY. Mr. President, on a vant to the specific activities permitted under this section and that are necessary to Export Control Act or section 6(j) of the matter which was addressed earlier the State's regulation of telephone rates. Export Administration Act of 1979 as a today by the jority leader and a Each State commission shall implement ap- country the government of which has re- group of Senators in advancing the propriate procedures to ensure the protec- peatedly provided support for acts of inter- cause of access to health care and ef- tion of any proprietary Information submit- national terrorism, fective cost containment, I noticed ted to it under this section. should not be represented. either by diplo- during the afternoon that there were "(1) As used in this section: matic, military, or political officials, or by negative comments from some of our "(1) The term 'affiliate' means any organi- national images or symbols, at the victory colleagues about what I consider to be zation or entity that, directly or indirectly, parade scheduled to be held in Washington, owns or controls, is owned or controlled by, District of Columbia on June 8, 1991, to cel- an excellent proposal that has now or is under common ownership with a Bell ebrate the liberation of Kuwait and the vic- been introduced. Telephone Company. Such term includes tory of the United Nations coalition forces The majority leader indicated that it any organization or entity (A) in which a over Iraq. represented the joint effort of a Bell Telephone Company and any of its af- Mr. HOLLINGS. I move to reconsid- number of Senators, building on the filiates have an equity interest of greater er the vote. work that has been done by Members than 10 percent, or a management interest of greater than 10 percent, or (B) in which a Mr. DANFORTH. I move to lay that on both sides of the aisle, and he indi- Bell Telephone Company and any of its af- motion on the table. cated during the course of his press filiates have any other significant financial The motion to lay on the table was conference that he was eager to work interest. agreed to. with all of those in this body and out- "(2) The term 'Bell Telephone Company' means those companies listed in appendix A Mr. HOLLINGS. Mr. President, I side this body who are concerned, as of the Modification of Final Judgment, and take this opportunity to thank our dis- he is, with the increasing costs in our includes any successor or assign of any such tinguished staff. I can tell you they health care systems. have worked around the clock and We are facing a health care crisis. company. but does not include any affiliate of any such company. done yeomen's work, John Windhou- Health care is the fastest growing fail- "(3) The term 'customer premises equip- ing business in America. In 1970, the ment' means equipment employed on the sen, Toni Cook, Linda Morgan, Jim premises of a person (other than a carrier) Drewry, Loretta Dunn, and Kevin United States was spending $65 billion to originate, route, or terminate telecom- Curtin, the whole Commerce Commit- on health care. Now we are spending $650 billion a year. The best estimate munications. tee staff over there, plus my own staff. "(4) The term 'manufacturing' has the is it will be $1 trillion 500 billion by I want to thank our distinguished same meaning as such term has in the Modi- the year 2000. counterpart and former chairman, the fication of Final Judgment as interpreted in The time has come, Mr. President, United States V. Western Electric, Civil distinguished Senator from Missouri for action. This public policy issue has Action No. 32-0192 (United States District [Mr. DANFORTH], Walter McCormick, been studied to death. Real people are Court, District of Columbia) (filed Decem- of his staff, and others. We have had a hurting. The 10 million children in our ber 3, 1987). bipartisan effort, as is obvious from society who have no coverage are hurt- "(5) The term Modification of Final Judg- the vote. ment' means the decree entered August 24, ing. Millions of workers without cover- 1982, in United States v. Western Electric, Mr. DANFORTH. Mr. President, I age are hurting. They work hard every Civil Action No. 82-0192 (United States Dis- simply want to express my apprecia- day, 40 hours a week, 52 weeks of the trict Court. District of Columbia). tion for the work of our chairman, year, and have no health insurance "(6) The term 'telecommunications" means Senator HOLLINGS. This has been a re- coverage. They're playing Russian rou- the transmission, between or among points markable accomplishment. Many lette with their health. They are hurt- specified by the user, of information of the people have said for a number of years ing. Sixty million more Americans user's choosing, without change in the form that we have to do something about have health insurance that even the or content of the information as sent and received, by means of an electromagnetic the present state of affairs in our tele- Reagan administration said was inad- transmission medium, including all instru- phone industry where a Federal judge equate. Approximately 100 million of mentalities, facilities, apparatus, and serv- basically makes the decisions. We have our fellow citizens in this country of ices (including the collection, storage, for- now moved in the direction of Con- 250 million have inadequate coverage warding, switching, and delivery of such in- formation) essential to such transmission. gress taking over the decisionmaking, or no coverage at all. "(7) The term 'telecommunications equip- which is exactly what should be the Employers are paying too much ment' means equipment, other than custom- case. today because they are also paying the er premises equipment, used by a carrier to This is a major accomplishment. I bills for those who have no coverage. provide telecommunications services. think that we are going to have some They're paying in the form of higher "(8) The term telecommunications serv- difficulties with the administration, premiums, because other firms refuse ice' means the offering for hire of telecom- and, hopefully, there can be some to provide coverage. Workers in plants munications facilities, or of telecommunica- tions by means of such facilities.". room for give with respect to the do- and factories all over this country are SEC. 4. ADDITIONAL AMENDMENT TO THE COMMU- mestic-content provision. effectively paying the bill for charity NICATIONS ACT OF 1934. I supported my chairman in this care for other workers who are not covered. Section 220(d) of the Communications Act connection. I intend to continue to of 1934 (47 U.S.C. 220(d)) is amended by de- work with him as the bill progresses, We face increasing problems in deal- leting "$6,000" and inserting in lieu thereof and my hope is that we can end up ing with AIDS and substance abuse, "$10,000". with something that the President not just in urban areas, but in rural SEC. 5. APPLICATION OF ANTITRUST LAWS. areas, as well. Our whole health care would be willing to sign. Nothing in this Act shall be deemed to system is in a state of crisis. We do not alter the application of Federal and State have time to keep studying the issue antitrust laws as interpreted by the respec- tive courts MORNING BUSINESS and keep refusing to deal with it. Senior citizens were hurting in the TITLE-I-GENERAL PROVISIONS Mr. HOLLINGS. Mr. President. on Depression, and with Franklin Roose- SEC. 101. SENSE OF THE SENATE REGARDING THE behalf of the leadership, I ask unani- velt's leadership, we adopted Social Se- NATIONAL VICTORY PARADE FOR THE mous consent there be a period for curity. We did not wait for the various PERSIAN GULF WAR. morning business with Senators per- States to try to deal with that prob- It is the sense of the Senate that any mitted to speak therein. lem. In the 1960's, when we adopted country- The PRESIDING OFFICER. With- Medicare. we were not saying: Let us (1) for which United States assistance is being withheld from obligation and expendi- out objection, it is so ordered. wait to see what the States do. We had national leadership to deal with the June 5; 1991 CONGRESSIONAL RECORD - SENATE S 7109 problem. We need the same sort of For months, the debate has focused leadership now. Lamb, Dumas, Barone, and Rickman. on one word-"quotas." I oppose Mr. President, again want to say notes the grave situation in Liberia quotas, and SO does everyone else who W important today has been for this and calls for increased cooperation be- favors this bill. Quotas are illegal itution. The majority leader took tween the Federal and State govern- today, and they will remain illegal responsibility and advanced the ments to alleviate the Liberian nation- after a civil rights bill is enacted. debate on health care. I commend his al crisis. I believe the resolution makes For many years, the cause of equal assurance that he will make every an extremely important contribution justice for all has enjoyed broad bipar- effort to see that we are able to debate to United States policy on Liberia. I tisan support in Congress and in this this issue and achieve the action we country. The landmark Civil Rights commend the Rhode Island legislators need. Act of 1964 would never have been en- for their efforts, and I support them I hope this time when we debate it, fully. acted without the leadership of Ever- and when some Senators find reason ett Dirksen and Hubert Humphrey. Mr. President, I ask unanimous con- to oppose it, they will have the decen- The landmark Americans with Dis- sent that the full text of the resolu- cy not to use the Capitol health facili- abilities Act would not have been en- tion be printed in the RECORD at this ties or go out to Walter Reed Army acted in 1990 without the leadership point. Hospital or Bethesda Naval Hospital. I of Lowell Weicker, DAVID DUREN- There being no objection, the assem- hope they will not be so hypocritical BERGER, and ToM HARKIN. bly resolution was ordered to be print- as to say "no" to the American people, Over the past year, I have enjoyed ed in the RECORD, as follows: and then continue to use these Feder- working closely with Senator JEFFORDS HOUSE RESOLUTION-STATE OF RHODE ISLAND al facilities we make available for our- of Vermont to achieve a fair civil Whereas it is acknowledged that a civil selves. rights bill. war of horrific proportions is now being It is the height of hypocrisy. If they I particularly commend Senator waged in the West African nation of Liberia: are not going to vote for decent health DANFORTH for his efforts this year. Re- and care for the American people, they cently, Senator DANFORTH advanced Whereas that conflict has caused wide- should not take advantage of it them- the debate and discussion with his spread misery, death and destruction, where selves. I think the American people series of recommendations. approximately half the 2.5 million Liberian His proposals are constructive, and population has been displaced inside the will be watching, and watching very country, and another 760,000 have sought closely, what we are doing, and what many of their features deserve serious refuge in the neighboring countries of Ivory we are failing to do. consideration. Other provisions, how- Coast, Sierra Leone, Guinea, Ghana, Mali Those who have worked SO hard to ever, fall short of providing the full and Nigeria; and advance the debate and discussion protection against job discrimination Whereas over 7,000 Liberian nationals should be commended, and I welcome, that all working Americans deserve. have found temporary refuge in Rhode the constructive attitude suggested by I look forward to working with him Island-where more Liberians reside than in a number of our colleagues about the and with many other Senators in the any other state-in part because there exists desire to work together. If this move- days ahead to agree on a civil rights an excellent support network of extended families and friends; and ment had not taken place now on this bill that everyone in this body can Whereas Liberia was settled in 1822 by issue, another Congress could have support and that the President can freed American slaves and many of its e past without the opportunity for sign. There is still time to reach a civil major cities are named after past United fledged debate and action. rights compromise that will bring us States presidents (the capital city is Monro- know the majority leader is inter- together, not drive us apart. via); and ested in working with our colleagues Whereas it is the policy of the State of on this side of the aisle and the other Rhode Island to acknowledge our historical side of the aisle. Many of us have been TERRY ANDERSON ties to Liberia and to welcome those Liberi- very much involved in the discussion Mr. MOYNIHAN. Mr. President, I an nationals who are seeking refuge here of health policy over a long period of rise to inform my colleagues that until a lasting peace is restored; now, there- today marks the 2,272d day that Terry fore, be it time. The time is fast moving by, and Anderson has been held captive in Resolved, That this House of Representa- the time for action is now. I am very tives of the State of Rhode Island and Prov- hopeful that in this Congress we will Lebanon. idence Plantations hereby declares it to be be able to take the kind of action nec- the policy of the State of Rhode Island to essary to deal with this issue. It is of RHODE ISLAND GENERAL AS- cooperate fully with our federal government enormous importance to the American SEMBLY PASSES LEGISLATION in relocating displaced Liberians to this people. ON LIBERIA state, and to assist in every way possible with the reunification of families; and be it Mr. PELL. Mr. President, the civil further CIVIL RIGHTS war in Liberia has been devastating. Resolved, That we call upon the United All of us have been deeply moved by States Congress to review its immigration Mr. KENNEDY. Mr. President, the the reports of violence, death, and de- laws with a view toward expressing maxi- House of Representatives today passed struction resulting from the conflict. mum sympathy and humanitarian support the civil rights bill with the same for Liberians who have been temporarily broad, bipartisan majority as last year. As a cosponsor of the Liberian Relief, displaced by the civil war; and be it further Rehabilitation, and Reconstruction I commend the House for its action, Resolved, That this House of Representa- but I deplore the bitterness and the Act of 1991, introduced by Senator tives and people of Rhode Island welcome charges and counter-charges that have KENNEDY earlier this year, I believe additional Liberians who are seeking entry that the United States has a responsi- to the United States as tourists, students tarnished the debate and obscured the bility to help Liberia rebuild as it and/or refugees an call upon the Congress real issues on this essential measure. moves toward reconciliation. to clarify its immigration laws to allow for There is still time to find common One outgrowth of the strife in Libe- the increased entry of those Liberians ground on the two critical issues that ria is especially troubling: The status of deemed most vulnerable-namely, Liberian have divided us for the past year. Both sides agree that women and religious Liberians residing in the United women under 40 with minor children, sen- iors over 55, and those seeking official polit- minorities do not have adequate reme- States. Countless Liberians, many of ical asylum; and be it further dies for intentional job discrimination. whom reside in my home State of Resolved, That we call upon Rhode Island Both sides agree that the Supreme Rhode Island, have been displaced be- educational institutions to cooperate by en- urt's decision in the Wards Cove cause of the fighting. This aspect of rolling a limited number of Liberian stu- should be overruled. The distance the Liberian crisis has been effectively dents on "good faith" for the academic year characterized in a resolution passed by 1991-92 in situations where transcripts are ween us is actually much less than overheated rhetoric of this debate the Rhode Island General Assembly not available but where there is demonstrat- would suggest. last month. The resolution, introduced ed interests and capability in continuing their formal studies in the United States: by State representatives Newsome, and be it further June 5, 1991 CONGRESSIONAL RECORD - SENATE 7085 emphasize to all Senators that his is one of the more meaningful state- cratic Party solution is the always- make-somebody-else-pay-for-it RBRVS, have led to increased costs ments in this entire debate, and his or always-make-someone-else-do-it because of volume phenomena. All comments are right on the mark. ap- It is not surprising since the distin- proach. Spend somebody else's money. this has led to more proposed regula- tion. guished Senator, as has been noted, This will cost at least $30 billion. And chaired the Governors Conference on whose money? It has to be the Ameri- Rate regulation ignores the only can workers. You can say we will just proven way to control costs, and that the Telecommunications Task Force. have American business pay for it. UI- is the market. Rate regulation tends to He has kept up and led the way in the U.S. Senate. timately that is taken out of the hide freeze inequities as they currently We appreciate very much his sup- of the workers of America. exist, and there are plenty of them. port, and we value very much his sug- Our employer-based health insur- Current inequities include no access to gestions. I too am concerned about ance system is a historical accident health care for over 30 million of our what we see on television and ensuring that is in part responsible for our cur- citizens, while many of them overcon- that the communications industry is rent health care mess. As health care sume, driving up costs. Who is to say costs have increased, many employers how much we should spend on health competitive. have found they cannot offer health care? That should depend on individ- We thank the Senator for his com- care benefits and stay in business. ual freedom of choice as long as ments and his support. Most employers offer health insur- market incentives are not distorted. The PRESIDING OFFICER. The Senator from Utah, Mr. HATCH. ance, if they can afford it. Expenditure targets would ration care Mr. HATCH. Mr. President, I ask Mandates on employers limit both from on-high while leaving horrible unanimous consent that my remarks employers' and employees' flexibility, distortion in our centrally planned be considered as in morning business. damper their creativity, and, in the health care system if that is what we The PRESIDING OFFICER. With- case of health insurance, may threat- opt to go for under this particular out objection, it so ordered. en their very survival. It is particularly plan. disconcerting that the pay-or-play Why cannot my colleagues who are mandate will fall hardest on employ- sponsoring this bill learn a lesson from HEALTH CARE ers who offer entry-level jobs-the Eastern Europe and the Soviet Union? Mr. HATCH. Mr. President, I have very jobs that we need in this country Regulation does not work. Unencum- been interested that the majority to enhance family and societal stabili- bering the market does work. And the leader is talking in terms of a Demo- ty in high-risk situations. Often those approach of those who are filing this crat health care plan for America. And entry-level jobs are part-time or a bill is once again more encumbrances. from what I understand about the second job or spousal employment. I wonder if my democratic colleagues plan, I would like to just say a few These kinds of employees often choose have ever wondered why no innova- words about it because I think it is not to be covered by health insurance. tions in health care have emerged very important that this debate begin. The Democrat approach, or pay-or- from socialist countries. I believe that health care is one of play, will provide them something that I have problems with mandated ben- the two or three top issues in the they may not need or may not want, in efit packages. The Mitchell plan would minds of everybody in our country fact probably will not want, and per- either define a set benefit plan or have today. There is no question we are in haps at the expense of having no job at all. a Federal board do it. Thus my col- trouble. Health care costs are rising at leagues who are sponsors of this bill an annual 12.5 percent of the gross na- It is clear that many of these em- seem to accept that over 700 State tional product rate. That is too fast ployers are on a thin margin. An 8-per- mandated benefits have contributed to and too much. Compared to any other cent increase in their taxes-essential- country in the world, we spend more ly applied to their gross receipts, since our current problems. But they again their expenses are heavily payroll and insist on mandating highly specific per capita than any country in the world. Something has to be done. I do they have no profit-could drive them benefit packages, which will be very not think this administration or any- out of business. As small employers costly for employers and employees. fail, SO does most of our job creation They will have to pay for this while body else can stand back and say we capacity. Everybody knows that the giving little or no flexibility to employ- want to do it in a leisurely pace. Health care costs are going to 18 per- largest part of small business' expense ees. What is the difference between State and Federal mandates? cent unless we find some way of con- happens to be with payroll. If you taining the escalation of those costs. have a tax of 8 percent of payroll, you Mandated benefits increase cost, de- Having said all that and having also are disproportionately hitting small crease insurer flexibility to custom indicated that I am pleased that the business where it hurts. tailor insurance packages, and remove majority leader and my fellow col- In reality, this pay-or-play approach individual freedom of choice. As a is a mandate on the backs of American nation of individuals, we thrive on our leagues on the other side are willing to workers. What they get is a loss of diversity. One-size-fits-all solutions are do something in this area, I am jobs, loss of flexibility, and loss of inappropriate for us; most important, pleased that they will file a bill that they will not improve our collective will begin the debate and will begin wages. Before we mandate new ex- health, but they will increase our discussion and will cause people to sit penses on the backs of American work- costs. down and consider these very delicate ers, we better get health care costs and important, complex matters. under control. Let us let the market define benefit Having said all that, I would like to I would like to spend a minute or packages which individuals, exercising say a few things about the bill itself two on the national expenditure tar- free choice, can choose among. Let us that I have been led to believe is to be gets. The Mitchell plan sets "volun- given them the choice. Let us not have filed by my friends on the other side. tary spending targets" for health care government bureaucrats or ourselves One thing that I have great difficul- spending. If spending exceeds a speci- define those packages. The market fied amount, certain rate regulations will work to provide appropriate bene- ty with is employer mandates. As I un- are likely to go into place. This is rate fits at a minimum cost if we let it. I do derstand it, the Democrats' bill would have an employer mandate because if regulation pure and simple. It is also a not know one American who cannot an employer did not provide health in- gutless Federal Government approach tell me what he or she needs when it comes to health care. surance that employer would have to to rationing from the worst possible pay an 8 percent payroll tax into a position-centrally, "on high." Now, this pay-or-play system bothers public program. Hospital costs in rate-regulated me a great deal. As usual, those who The thing that bothers me about States have increased faster than the support this type of approach cannot national average and much faster than pay for the program, except on the that is there is too much of that atti- sician in nonregulated States. Medicare phy- backs of employers and American tude in this body. The typical Demo- expenditure workers. They will not constrain the targets, the overconsumption which results from 7086 CONGRESSIONAL RECORD - SENATE June 5, 1991 overinsurance. They will not make in- and geographic distribution of practice No. 6, encourage development of dividuals responsible for their own location. Care is often delayed until a consolidated claims management and ealth care choices. They prefer to time when outcome has worsened and claims payment mechanisms on & ild inefficient bureaucratic regula- costs are higher. Underfunded public State or regional basis. Current admin- ry mechanisms which always, in programs increase their cost-shifting istrative costs of our pluralistic system every case, increase costs. to other payers, further driving up may approximate 30 percent of all They contend that a single payor costs. health insurance costs. This could be claims system will save money. They We cannot increase access until we substantially reduced by consolidation, tried that as a public program in Mas- control costs. saving perhaps as much as $60 billion sachusetts. Administrative costs were The most important mechanism for per year. Consolidation does not mean 30 percent. They created the mess in controlling costs is to make individuals rate regulation or an all payers Massachusetts. Why cannot they learn more responsible for their own health system. from it? care, including their health care No. 7, small group health insurance Let me just say this. I have said spending. All sectors of the health in- market reform is essential. Make some fairly crusty things about the dustry-employers, insurers, providers, health insurance a guaranteed issue Mitchell plan, or the plan of our professionals-must take responsibility for all employees and employers, re- friends on the other side of the aisle. for restraining costs. And, the govern- gardless of size, and moderate the cur- But I also want to say that they have ment must make sure that there are rently outrageous costs for small em- done the country a service in filing proper incentives for cost constraint ployers. something because there are some by all of these sectors, and do its part No. 8, develop new provider and pro- good things in their plan. Based upon in funding safety-net programs. fessional cost containment and quality what I know about the Democrat plan My proposal would: assurance mechanisms within States I would say this: The Democrats have No. 1, require publication of quality through grants to States. adopted several of the ideas that Sena- measures and costs of health care by No. 9, increased emphasis on preven- tor KENNEDY and I have been working on for years. We have been talking specific unit of service, for all provid- tion. Individual responsibility plus em- about them for years. We put them in ers and professionals in each State. A ployer incentives to offer work place prudent consumer cannot make in- health education and maintenance ac- various bills, and so forth. They now formed shopping decisions if they do tivities, I think, is essential. seem to admit that the liability crisis exists in settings other than the com- not have information about quality The above cost containment-re- munity health centers. We can work and cost. I reject a utility or rate regu- straint-rollback mechanisms should be together on medical liability reform, lation model, because they do not allowed to work for 10 years. If univer- and I commend my colleagues and par- work. sal access has not been achieved after ticularly Senators MITCHELL and KEN- No. 2, provide grants to and expand all the reforms the industry has re- NEDY, and others on the other side, programs in medical outcome research quested have been in effect for 10 who have acknowledged this and who in order to catalyze development of years, a penalty will be assessed on all agree that this is something that just medical practice guidelines. Practice sectors of the industry to provide has to happen. It has to happen. patterns vary substantially often even funding for a public program for the We agree that new initiatives in within a small geographic area. Prac- uninsured. tatewide quality assurance activities tice patterns are often professional The Federal Government must also are essential. I think that is a good whims, not proven effective mecha- do its part. Everyone must share the point in their program. nisms. With research data driven prac- pain. The Federal programs must stop We can work together to establish tice standards, remibursement would passing their costs onto the States and publish standardized cost and be limited to only appropriate care with Medicaid, onto providers through quality data for each provider on a and not to individual whim. inadequate reimbursement levels, and State-by-State basis. No. 3, cap the existing deductibility onto the private sector through cost We agree that State-mandated bene- of employer provided health insurance shifting. We will federalize Medicaid fit laws and restrictions on managed costs at probably around $3,000, which and refocus it on poor women and chil- care must be preempted. would generate $21 billion in savings dren by decanting reponsibility for the We can come to an agreement on the to the taxpayers and $3,600 would gen- elderly to Medicare and for the dis- reform of the small group health in- erate $16 billion. Overconsumption of abled to a new Federal program. The surance market. unneeded care is encouraged by the new Medicaid Program will increase to We can work together, as we have in perception that health care is pre- at least 115 percent of poverty, and the past, to develop practice standards pared and free. Capping the deduction improve reimbursement rates to Medi- based on excellent medical outcomes would make individuals more aware of care levels. research. and responsible for their own health The costs of federalized Medicaid We will continue to work toward ex- care costs. can be met through the $20 billion pansion of Medicaid, including in- No. 4, we would pass a very similar savings from the tax cap on employer creased eligibility and improved reim- medical liability reform bill, but it deductibility and through the savings bursement schedules. would have more teeth than what the from medical liability reform. We can jointly develop increased em- approach is going to be in the Mitchell The States must also do their part. phasis on preventive health approach- proposal. Each State will be required to design es. I think all of those are important. No. 5, preemption of State-mandated and fund a catastrophic insurance pro- The fundamental disorder in our benefits laws and of State restrictions gram, individualized for the unique- current health care system is high on managed care. States would define ness of each State. Having responsibil- costs, which are getting higher every a basic health insurance premium ity for catastrophic coverage fall to minute. Inflation in health care has amount within which insurers could the States will keep resource alloca- been 2 to 3 times the basic inflation compete by defining various benefit tion decisions, that is, rationing, prop- rate almost four times, as a matter of packages. erly decentralized. It will also require fact, last year. And. in some sectors of Let the insurers do it and let the regional cost-demographic distortions the industry, health insurance premi- people buy what they need. Do not be dealt with at the local level and not ums, for instance, costs have increased have mandated State mandates that cost shifted to a national level. Utah 20 percent over the last year. literally no State legislator can fight should not have to help Massachusetts Increased costs have many deriva- against. pay for its excesses, nor should Massa- tives. Access to the system is limited. The State-defined amount would chusetts have to help Utah pay for its Wise preventive approaches are limit State tax deductibility; regard- excesses, although I do not think squeezed out. Health manpower is dis- less of a State's defined amount, Fed- there are many excesses in the State torted in terms of specialties chosen eral deductibility would be limited. of Utah. June 5, 1991 CONGRESSIONAL RECORD 7087 Mr. President, these are just broad allowing me to interrupt him at this outlines but, nevertheless, outlines without the support of some Republi- time. that we have been working on for cans and a majority of Democrats in years and outlines that I think would Congress and without the Bush ad- help to bring us to an affordable na- THE DEMOCRATIC PROPOSAL minstration's support. Neither are pre- tional health system that would really ON HEALTH-CARE REFORM pared to endorse such 8. plan. There is work. Mr. CHAFEE. Mr. President, today a no broad support for this approach, I have the same problems with the group of Democratic Senators is intro- Inside or outside the beltway. Small mandates and the other things that I ducing a bill to expand access to business, and even some larger busi- have discussed regarding the Mitchell health insurance to all Americans. I nesses will not support this proposal. plan, but again I want to commend the applaud their efforts in this area, and Yet, we have momentum for change, majority leader for having the guts to believe some of their proposals repre- and I believe that we should take ad- file a plan and to get this particular sent a strong step forward. However, I vantage of it. issue started and to bring it into the also have concerns about the direction It is critical that we move forward public debate and to see what we can they have taken, and would like to ad- on health care reform in the next 18 do, hopefully, ultimately to have a bi- dress some of the details of the pro- months. There are Americans who are partisan approach to this subject. posal. at risk because they do not have access I also want to pay particular tribute Before I do that, I would like to ex- to health care services. I hope that the to my friend, JOHN CHAFEE, on our press some general thoughts. I strong- Democrats will not allow the tempta- side, who has worked long and hard to ly believe that we must significantly tion of using this as a campaign issue try and come up with various ap- improve our health care system in the to take priority over passing some- proaches that will work from a biparti- United States. Our costs are spiraling thing that will at least move us closer san national health approach. I hope out of control, our health status-es- to a goal we all share-ensuring that that before it is all said and done we pecially among children-is not im- all Americans have access to health will be able to do that. proving, and too many Americans are care services. Mr. President, I yield the floor. without access to affordable and ap- The Democrats have addressed the (Mr. WELLSTONE assumed the propriate health care. As a veteran in growth of health care costs through chair.) this area, however, I know that it is encouraging managed care plans, pre- Mr. HOLLINGS. Mr. President, it is much easier to make that statement empting health benefits currently my understanding that my distin- than it is to gather a large enough mandated by the States, encouraging guished colleague from Rhode Island consensus to solve the problem. the use of single claim forms to lower would like to address the Senate re- Throughout the 1970's and 1980's, administrative costs, and reforming specting health care and we will yield, calls for comprehensive health care the insurance market's treatment of as if in morning business, for 10 min- reform came in cycles. We all had pro- small business. We have discussed all utes. posals which we felt would solve the of these ideas on a bipartisan basis for My problem, Mr. President, is I do problem. Leaders dug their heels in the past 18 months, and I am glad to not want word to go out that we are and insisted that they had the best ap- see them party to this package. going into other matters. We went proach. We got nowhere. They also have at least acknowl- into China lectures yesterday, the civil We are now in another such cycle. If edged that solving our health care rights lectures, the health care lec- history is a teacher. surely we can access problem can not be accom- learn from our mistakes. tures. Now we have said we should not plished solely through health insur- have a flag by the Bell Operating Cos. We have another chance now, and I ance expansion. They have adopted an of Syria or, at least, the Bell Operat- hope we will not let it slip through our idea I have promoted-to significantly ing Cos. should not operate in Syria. fingers for political reasons. Many Re- expand community health centers The truth of the matter is that we publicans in the Senate agree, and in which provide needed care in medical- have completed all amendments. I July of last year formed a Republican ly underserved areas. heard there was a head count going on Health Care Task Force to study this What about the other provisions in- issue. I have the privilege to be chair- preparatory to an amendment. I heard cluded in the proposal? that at 12 noon and it has taken 3 man of this task force. There are 32 Clearly the "pay or play" component hours to get that head count and we members. Many of us have been work- of this proposal is a rerun of the still do not have our amendment. The ing to pull together proposals that we Pepper commission recommendations. best way to get a head count is to believe have a chance of becoming law. I have strong concerns about the abili- In this process, many of us have had present the amendment. if they will ty of employers to comply with the re- to compromise our desire to attack the present the amendment. Otherwise, quirement that they offer health in- whole system in one fell swoop. We we are going to be moving toward surance to all full-time employees or third reading. We are not going to sit are developing a package which we be- pay a very large surtax. Until we make here all afternoon listening to lectures lieve will move us significantly for- significant reforms in the insurance ward, even though it may not solve all on matters unrelated to this bill. market for small business and insti- of our problems. The Senate has terribly important tute real cost containment measures- business. I know the Senator from Many areas of our Nation are experi- and they are proven effective-there is Rhode Island has some important encing severe recessions. We are facing no guarantee that health insurance a tremendous Federal deficit. Mandat- comments to make, but the Senator costs will be lowered enough to be af- from Pennsylvania has been waiting to ed employer coverage of health insur- fordable to all small businesses. debate on the bill. ance will be vigorously opposed by I question whether in our current Mr. CHAFEE. Mr. President, first of small business. Neither Federal and economic situation it is wise to impose II want to thank the distinguished State governments nor businesses are significant costs-either through in- prepared to significantly increase anager of the bill for giving me this surance premiums or a payroll tax of 8 health care spending. ne. percent-on our business community. Before I start, I thank the distin- Yet, a number of Members of Con- Can we really afford to take the risk Puished Senator from Utah, who made gress and interest groups insist that that those small businesses which are some very cogent comments on the the time has come to enact a national operating on the margin now will be Democratic proposals, for some sug- health plan which would guarantee forced out of business? After all, busi- that everyone has health care insur- estions that he has. and that, also, I nesses with less than 100 employees lave. We have been working together ance coverage. The bill my Democratic employ 46 percent of American work- this. colleagues have introduced may prom- ers. Also, I thank the distinguished ise health insurance to all Americans, It also concerns me that one of the but it does not have much of a chance unior Senator from Pennsylvania for most critical health care costs-medi- of passage. No such proposal will pass cal liability-is not adequately ad- S 7088 CONGRESSIONAL RECORD - SENATE June 5, 1991 dressed in this proposal. The proposal would provide grants to States to ex- Federal expenditure on health care, level. Only through experimentation behind Medicare and Medicaid. periment with alternatives to our tort such as this can we best determine system. While grants could be a small Under current law, all employer how to address most effectively, defi- contributions to an employee health useful component to medical liability ciencies in our health care system. insurance plan are excluded from the reform, simply throwing grant dollars I will be the first to admit that these employee's taxable income. An individ- to a State will do little to encourage ual who does not receive employer- proposals will not solve all our prob- development of alternative dispute based insurance not only will pay more lems. I would like to go further. It is resolution systems and urge plaintiffs for insurance because he is purchasing easy to upport providing health in- and defendants to use them. The cost it outside of a group, but also will pay surance overage for all Americans. It of medical liability-including premi- for it with after-tax dollars. Thus, we is easy to say that we should create a ums and defensive medicine-accounts are subsidizing health care for a signif- new public program for all uninsured for about $12 to $14 billion per year. icant number of upper- and middle- individuals. It is easy to point to The proposal also includes an entire- income individuals. Workers in busi- Canada, West Germany, and Sweden ly new public program. However, there nesses that do not provide insurance, and say, "If they can do it, so can we." is a requirement that all individuals be usually low-wage workers in the serv- Simply put, we have neither the sup- covered, and the States will be re- ice industry or seasonal workers, do port nor the resources to enact such quired to pay a significant share of the not receive this subsidy. proposals. The harsh reality is that cost. Unless they significantly increase We are examining the placement of there is no consensus on what radical Federal matching funds to States, a a cap on the deductibility of very gen- reform should include, and how it costly proposition, this could be a real erous employer provided plan, given should be paid for. The Democrats problem for the many States which that so many in our society have no can't agree, and neither can the Re- are already facing severe budget prob- health care whatsoever. publicans. The business community lems. We are looking at expanding the de- cannot agree, nor can consumer Now, it is easy to criticize a proposal. ductibility of health costs to those groups, nor can health care providers. My response to critics is generally, Do who purchase insurance outside of an We can make significant strides you have any better ideas? In this case employer group, as well as to those toward what may one day be a radical the answer is "yes," I think some of us who are self-employed. Another change in our health care system-not do. method of expanding access to both by revolution, but by evolution. As I mentioned earlier, in the Re- insurance and services is through the It is my hope that once the bill is in- publican Health Care Task Force our use of credits for low-income families troduced, the Democrats will go back goal has been to pull together a pro- and small businesses which is a pro- posal that may not offer all things to posal we are examining. to the drawing board with us and try to develop an approach to this critical all people, but that is reasonable and We are also considering changes has a chance of getting beyond the which will help control the spiraling problem that really can be enacted. cost of health care, such as preempt- Clearly, nothing will pass that does rhetorical stage-in other words, ing State laws which create obstacles not have the support of business, con- policy over politics. to managed care arrangements. An- servative Democrats, Republicans, and We are looking at ways to encourage other issue we will address through the President. employers to provide health insurance coverage to their employees. This significant reform is medical liability. Mr. SPECTER. Mr. President, I Health care providers are paying out- have been waiting on the floor to ad- could be done by making insurance more affordable to small businesses. rageous premiums, and are practicing dress the pending legislation, Senate defensive medicine to ensure they bill 173, but before doing so, I will take We are discussing providing incentives have the ability to defend against a just a moment to congratulate my dis- for small businesses to form purchas- ing groups so they can gain market negligence suit. tinguished colleague from Rhode strength to negotiate more effectively We are also looking at increasing the Island, Senator CHAFEE, for his out- availability of health care services for standing work as chairman of the Re- with insurance companies. low-income individuals who do not publican Task Force on Health Care. I We are looking at reforms in insur- have access to employer-based cover- similarly compliment the Democratic ance market practices which make it difficult for small employers to pro- age. I and a number of my Republican Members who have offered health vide coverage to their employees. Such colleagues have introduced legislation care legislation. It is an extraordinari- practices include underwriting and which will increase access to critical ly complex problem. As I traveled my rate setting policies, which exclude health care services for individuals State extensively, it is an issue I hear high-risk individuals or groups. living in medically underserved areas. raised as much if not more than any All too often, we as policymakers other. We are discussing development of a model benefits package, which could forget that just giving someone a Med- With some $660 billion or 12 percent be used to allow employers to offer icaid card, or private insurance for of the gross national product being al- lower-cost benefit packages. In order that matter, does not necessarily guar- located to health care, we still find to do this, we would have to preempt antee access to health care. millions of Americans not covered. It State mandated benefits which can In both rural and inner-city areas is an issue which has to be addressed. significantly increase the cost of there are shortages of qualified medi- We have to find a policy that we can health care insurance. These man- cal personnel. In addition, there are pay for. dates range from in-vitro fertilization shortages of health professionals who As Senator CHAFEE noted, I have to treatment for hair loss. will accept Medicaid patients. Commu- been working with him on the task If we are going to control costs nity health centers are one solution to force, and it is an issue which must within our system, we must examine our health care delivery problems. command considerable attention by current Federal expenditures on They provide cost-efficient high qual- the Congress of the United States and health care. When we think of health ity primary and preventive care serv- by the administration. care entitlement programs, we think ices to the uninsured, as well as per- of Medicare and Medicaid. There is, sons with Medicare, Medicaid, or pri- however. another significant Federal vate coverage. We are looking at a sig- TELECOMMUNICATIONS EQUIP- health care entitlement program. I am nificant increase in the funding avail- MENT RESEARCH AND MANU- able to these centers. FACTURING referring to the treatment of health COMPETITION care benefits under the Tax Code. We are also considering proposals to ACT This loss of revenue to the Federal give States increased ability to enact Treasury amounts to almost $40 bil- statewide health care reforms. This The Senate continued with the con- sideration of the bill. lion annually. and is the third largest could help us to determine what strat- egies we should pursue on a Federal Mr. SPECTER. Mr. President, as I have noted, I have been on the floor June 5, 1991 CONGRESSIONAL RECORD - SENATE 7081 Mr. DURENBERGER. Mr. Presi- ality and made the Pepper Commis- that money going to come? It proposes dent, I ask unanimous consent that sion work. a payroll tax on businesses that do not the order for the quorum call be re- Democrats and Republicans in the choose to provide insurance. How big scinded. Congress have been working on will that be-10 percent, 15, 20? This The PRESIDING OFFICER. With- changes in the way America pays for legislation gives no answers. The fail- out objection, it is so ordered. health care since I arrived here in 1979 ure of the sponsors to agree upon a fi- Mr. DURENBERGER. I ask unani- to meet the specter of something nancing mechanism even among them- mous consent that I might proceed for called hospital cost containment. selves does belie the so-called compre- up to 10 minutes as though in morning There can be no question that Amer- hensive nature of the bill. business. ica must change the way we produce, Second, by relying on employer man- The PRESIDING OFFICER. Hear- the way we well, and the way we buy dates to solve the uninsured problem, ing no objection, that will be the medical services. the bill prescribes a treatment that order. Just as health is a basic issue to has already failed clinical trials in the Mr. DURENBERGER. I thank the every person. it is a fundamental issue State of Massachusetts. There is a Chair. for every business, every institution, major problem of the working unin- and every level of Government in sured-people who have jobs but America. Like a person with very high cannot get insurance in the workplace. NATIONAL HEALTH CARE blood pressure, each institution of our But the problem is not that their em- REFORM society today is threatened with an ex- ployers-mostly small businesses-will plosive increase in medical costs. This Mr. DURENBERGER. Mr. Presi- not provide insurance; it is simply that year American health expenditures dent, let me first thank the managers their employers cannot. will be $750 billion. By the turn of the of this bill for the opportunity to take Finding and keeping affordable in- century-only 8½ years from now- this time to congratulate my col- surance in the current cost spiral has that amount will have tripled, to over leagues in this body. especially those $2 trillion. Can employers afford three been nearly impossible, and to add a from Maine, Massachusetts, and West times their current health care costs? mandate to buy insurance in this situ- Virginia-Democratic Senators MITCH- Can Government? Can individuals and ation is simply to mandate bankrupt- ELL, KENNEDY, and ROCKEFELLER-on families? Of course not. cies. the occasion of the introduction of We have 31 million Americans who The bill requires employers to either their landmark legislation on health have no health insurance at all, with provide a health plan for their em- crae reform. millions more soon to join the ranks ployees or pay into a State insurance Regardless of the shortcomings of because of cost increases. We have fund; in other words. "play or pay." this particular proposal-and I believe major sectors of our society-in rural The eventual result will be employers there are several-this event today is a and urban areas-grossly underserved. abandoning their responsibility to very major milestone on the road to Change is urgently needed. insure workers and dumping them into urgently needed health care reform in I commend my colleagues for laying a huge State system. In other words, America. It literally is a first. this proposal on the table. we will get a Canadian system by the Today, we have on the table a seri- As I look over the proposal, I see a installment plan. ous proposal for the national reform number of very necessary reforms But the greatest unfairness in this of health care which is as close to which have been discussed in the Fi- mandate is it treats all employers and comprehensive as anything we have nance Committee and in the Pepper all businesses as though they were the seen. For want of a better alternative, Commission. The bill is a great im- same; it ignores differences which are this bill sets the agenda for the Con- provement on the Pepper Commission crucial to how these employers make gress. It begins the long and difficult final report because it begins to ad- their health care decisions, even the process of health care reform. dress a major gap in the document- decision to play or pay. Because we all tend to focus on the cost containment. There are differences between em- day-to-day challenges around here, we I wish to thank the sponsors for in- ployers located in urban and those in often cannot take in the longer view of cluding a number of proposals which I rural areas, different kinds of busi- legislation. For our colleague, Senator have just put forward over the last nesses-manufacturers, service indus- KENNEDY, this is not a 1-day event. It several years, and I am especially try-the kind of business that can pass is yet another step in a 30-year effort pleased to see a small business insur- on these costs on goods and services to bring access to health care to all ance reform component which I have and those that cannot. There are dif- Americans. This is not an issue to him: been working on since March of last ferences between the coastal areas of it is a passion, and I commend him for year and on which I have introduced this country and its heartland. To say that. S. 700, the American Health Security these disparities do not exist guaran- I also want to commend the other Act. tees bad policy outcomes. key players in this proposal who are, But, Mr. President, before I sound The third flaw in this bill is that it relative to our colleagues from Massa- any more like a cosponsor of this pro- leaves totally unreformed $100 billion chusetts, new kids on the block. It has posal, which I am not, there are sever- a year in Federal health spending on been my privilege to have served with al flaws which will cause this bill to the tax side of the ledger. There is a both GEORGE MITCHELL and JAY fall short of its own ambitious goals. very large hole in the Nation's health ROCKEFELLER on the Medicare Sub- This afternoon I will mention just bucket that simply must be plugged if committee of the Senate Finance four. we are going to get the kind of effi- Committee as long as they have been First. introducing a bill without any ciency we need in this system. Every in the Senate. GEORGE and JAY epito- financing to it is like wrapping up an year, we hand out $100 billion in tax mize Senators of the modern era. empty box and putting it under the benefits-or the taxpayers do-for They are both good listeners and seri- Christmas tree. It is designed to disap- health expenditures, and the Ameri- ous thinkers, and they have an ability point. One of the lessons we were sup- can people get no better system for it. to push through the complexities of posed to have learned from the 1980's We subsidize the average lawyer in the issues that we face to reach far- is that government should not promise this city about $2,000 a year for his reaching solutions. for what it cannot pay, or is unwilling health insurance, a tax subsidy paid I commend them for that effort and to pay. for by farmers in Minnesota who do the efforts they have made over the Unfortunately, this bill falls into not get that kind of subsidy and have last several years to understand and that trap. The bill is quite explicit to pay twice as much for their premi- master the health field and for much about what we will do for the Ameri- ums without the benefit of a deduc- good policy which they now lay before can people and silent on how they will tion. us. JAY ROCKEFELLER, I must say, also pay for it. It proposes $6 to $8 billion Fourth, I am sure the sponsors made physician payment reform a re- in Medicaid changes. From where is would also agree that even passage of 7082 CONGRESSIONAL RECORD - SENATE June 5, 1991 their bill today would not nearly There has been a considerable finish the job of health reform. We manufacturing competition on a .ay- still have to deal with Medicare re- amount of opposition, persuasive argu- ing field that will remain level. in- stru turing and optional services for ments on the other side, and I suspect cludes measures that will enhance long-term care. We have to deal with we are rather close now to passing this America's position in global trade. piece of legislation. the medical arms race in this country For these reasons I plan to vote in I have had a great deal of interest in which is raising costs by 11, 12 percent favor of this bill. But for other reasons telecommunications for some time. I a year. We have to deal with restoring I will vote for the bill with some was chairman of the National Gover- individual resonsibility and changing nors Association's Task Force on Tele- regret. What I regret is simply this: the wasteful way in which health care communications Policy and, as a con- America's elected leadership, in par- is currently delivered in this country. sequence of that, we took some regula- ticular the administration, is doing so This is the real key to cost contain- tory action while I was Governor. And little to set and achieve a bold and ment in America today, changing the the object of the deregulation action broad-reaching telecommunications way people access health care and was to try to encourage the local vision for our Nation's future. changing the way medicine is prac- ticed. phone companies to invest more in All of us in political life, any who communications technology. have been in business, understand I would suggest that if every health The jury is still out as to whether or automatically the power of modern professional in America practiced as not that will occur. telecommunications. part of a Mayo Clinic we would double I am pleased with some of the action There can be no doubt that the quality assurance in America, and I know we would cut the costs by at that has occurred, and not so pleased nature of our telecommunications with some others. system in the next century will shape least a third. The majority leader, Senator MITCH- Mr. President, I believe this is an ap- America's destiny as powerfully as our propriate legislative response to an in- rail, water, and highway systems have ELL, in his statement said this is a appropriate judicial situation. Since done over the past two centuries. If we "comprehensive bill to reform the Na- Federal District Judge Harold took the right steps today, we could tion's health system to provide access Greene's modified final judgment on begin to revolutionize every aspect of to affordable heath care for all Ameri- the breakup of AT&T went into effect our lives: The way we educate our chil- cans." in 1984, the RBOC's have been barred dren, the way we obtain our health But without the details of the fi- from manufacturing telecommunica- care, and the way we do our jobs. I nancing, without a sustainable solu- tions equipment. The RBOC's created have seen some of those possibilities tion to the uninsured problem, with- in that divestiture, and as a part of demonstrated already in some of the out a tax component or reform in that divestiture agreement and the Nebraska schools. other major areas, this bill will have consent decree, as a consequence were Mr. President, it is very exciting. trouble living up to that reputation. not allowed to get into the business of One portrait of what we can achieve Mr. President, the process of health manufacturing telecommunications was recently painted by George Gilder reform will be a long and difficult one. equipment. in the Harvard Business Review. Mr. Changing how 13 percent of the GNP This edict on the part of Judge President, the article is too long for in- in this country operates when it is op- Greene-in fact, a consent decree clusion in the RECORD, but I recom- erating in a drug company over here signed between the U.S. Government mend it to my colleagues. and in a small town clinic over there, and AT&T-was targeted toward le- Mr. Gilder presents to us a rather is a huge challenge. But we have to gitimate ends. That end is to protect exciting proposal. It is one that has a start some place. And some place is the consumer from unduly high phone considerable amount of risk attached the bill our colleagues, Senators KEN- bills and shielding other telecommuni- to it, as well. But the proposal, Mr. NEDY, MITCHELL, and ROCKEFELLER, cations firms from unfair competition. have put before us. President, says that what is missing in I emphasize this is a legitimate regu- I commend them for their leader- the United States is the infrastruc- latory objective. These are still compa- ship and for the correct choices they ture; not the high-end infrastructure, nies with highly monopolistic charac- have made, and I look forward to but the infrastructure that connects teristics particularly deserving of regu- working with them in the areas-and the American home and family to that lation. there are many-where we will have high-speed network that we generally The result has been one of unelected disagreements. use with long-distance phone systems. judicial officials now doing more than This will be a long journey-10 That pared copper line that con- perhaps any elected official to shape years' worth of work perhaps. But we nects every American home and most America's telecommunications policy. cannot get there unless we get started. of America's businesses with our And the result has been a restriction Credit belongs to those Senators phone system is the greatest barrier, I of the RBOC's that is broader than today. Because of their efforts, we are believe, not only to our being able to needed to protect wallets of American finally underway. develop a fully integrated information consumers and the competitive inter- Mr. President, I suggest the absence ests of American manufacturers. system in our country, but in seeing of a quorum. that marketplace, information market- I believe the sponsor of the bill, as I I yield the floor. place, explode and grow even more have indicated earlier, the distin- rapidly than it has in the 1980's. guished Senator from South Carolina What Mr. Gilder proposes is that we TELECOMMUNICATIONS EQUIP- [Mr. HOLLINGS], has done a tremen- are simply not regulating for the right MENT RESEARCH AND MANU- dous job, an admirable job in crafting objective; we have not taken into ac- FACTURING COMPETITION this legislation in a way that balances count changing technology and what ACT the various interests, the various con- that technology has done for us. It has flicting interests. The Senate continued with the con- given us the opportunity to refashion sideration of the bill. It erects quite concrete barriers to our laws, not without some risk. Mr. KERREY. Mr. President, I rise to prevent the RBOC's from using their I assume Butler Aviation, both at state my support for S. 173, and in regional monopolies over the phone National and Dulles, is doing a lot of particular I want to call my colleagues' service to cross-subsidize their manu- facturing operations, and to that end I business this week. I assume there is a attention to what I think is an ex- believe the amendments offered by lot of heavy iron coming in trying to traordinary accomplishment on the the distinguished Senator from Ohio influence our vote. I have seen a con- part of the distinguished senior Sena- improve the extent to which we will be siderable amount of evidence of that tor from South Carolina, who has fought this battle long and hard. I am able to monitor and prevent that out in the rotunda. There will be a lot cross-subsidization. more heavy iron in town if we were, in it. very grateful he has been willing to do Further, the legislation takes steps my judgment, to consider that what to ensure the RBOC's will reenter the Mr. Gilder is saying is, in fact, correct. That is this, Mr. President: What we THE WALL STREET JOURNAL TUESDAY, JUNE 11, 1991 Wrong Prescription for the Uninsured By JOHN C. GOODMAN provide each Chrysler worker with health as the hospital marketplace becomes more uninsured workers are employed. Like Mr. 0 solve the problem of 34 million insurance, and make a handsome profit. competitive, cost-shifting to other patients Dukakis, the Senate Democrats propose to ricans without health insurance, Sen- (If they have any sense, Chrysler workers becomes less feasible and government at talk now and act later-definitely after the ate Democrats have unvelled a new health- will resist this mightily. all levels has less money to spend. So far, next election. care plan. Ever faithful to the big govern- If employers decide to provide health only Oregon publicly admits that rationing A third problem is health-care costs- ment, big bureaucracy point of view, insurance to their employees, they will be in its Medicaid program is routine. Medi- which are bound to rise as more people ac- George Mitchell (D., Maine ), Edward Ken- required under the bill to include mental- cal providers know the same thing is hap- quire health insurance. Initially Senate nedy (D., Mass. 1. John Rockefeller (D., health benefits the fastest-rising compo- pening in every state. Democrats propose "voluntary" spending W.Va. 1 and Donald Riegle (D., Mich. ) pro- nent of health-care costs and preventive If readers get a sense of deja UM, it's limits with targets for the total amount pose to take a manageable problem and procedures, including mammograms, pap probably because they have heard this be- spent on physicians fees and hospital serv- turn it into a major disaster. smears and well-child care (items for fore. The Senate Democrats have endorsed ices throughout the country. But since the Under the bill's "pay or play" plan, em- which costs double when the administra- the very plan that Michael Dukakis cre- nation's 5,000 hospitals and 500,000 doctors ployers would have a choice: pay a federal tive costs of third-party insurers get fac- ated for Massachusetts. Voters may recall could not possibly agree collectively on tax, tentatively set at about 7% of payroll, tored in). The required out-of-pocket de- Mr. Dukakis's 1988 boast that everyone in anything. the targets are bound to be or provide health insurance to their ductible is only $250. Employers could Massachusetts had health insurance. Well, missed, and "voluntary" will soon become workers containing core benefits defined in charge a higher deductible only if they not quite. The Massachusetts Legislature "mandatory." Washington. If employers decide to pay the provided additional benefits to those in the wants to delay the private sector's entry, This is precisely the approach taken in tax, government will assume responsibility core package-not to cut costs. into the program until 1994, and the cur- countries with national health insurance, for providing health insurance and em- Count on the benefits expanding and the rent governor wants to kill the whole pro- where governments set arbitrary budgets ployees will pay premiums that vary based costs rising once the special interests get gram. for hospitals and area health authorities on income level. their hands on the bill. In response to pro- One problem is that government is in- and force the providers to ration health For example, a $2,500 family health in- vider pressures, state governments have herently incapable of administering an in- care. The result is a lower quality of care surance premium for a worker earning and more-not less-inefficiency. $20,000 costs 13% of payroll, not 7%. In this case, the obvious choice for the employer While 700,000 people wait for surgery is to pay the tax and turn the problem over Lee lacocca will like this plan. For years he's wanted in Britain, at any one time one of four to government. Indeed, considering that to dump Chrysler's health-care costs on government, and hospital beds is empty. While 50,000 people about 95% of all uninsured workers earn wait for surgery in New Zealand, one out less than $30,000, in the vast majority of the Senate Democrats are offering him a chance. of five beds is empty. As the waiting lines their cases employers will have strong in- grow in Canada, the politics of bureau- centives to pay the tax rather than to begin cracy determines who gets the next brain providing coverage themselves. (The cost enacted more than 800 cost-increasing surance program that prices risk accu- scan. In all three countries, about one in of the core-benefit package will vary de- mandated benefits, requiring insurers to rately. Witness the deposit insurance deba- every four hospital beds is filled with the pending on the benefits included, and the cover services ranging from acupuncture cle at the federal level and the auto liabil- chronically in elderly, using the hospital as age, occupation and geographical location to in-vitro fertilization. All this means that ity insurance crises in California, New Jer- an expensive nursing home. of employees. The $2,500 example is a very individuals have to pay for coverage they sey and Massachusetts. In Massachusetts, Listen to Bentsen conservative number: the current average do not want. Though the Senate Demo- auto insurance has become so politicized net per employee in the U.S. is $3,217.) crats' bill would override these state man- Bureaucratic health-care rationing is that any possibility of rational premium dates-in an attempt to control costs-the anything bat fair. Although health care is Temptation prices has vanished and 65% of all pre- lobbyists can be expected to move to theoretically free in England, 12% of the miums now go to the state risk pool. .his is not necessarily good news for Washington and continue their push for population now has private health insur- The Senate Democrats have already the uninsured. Assuming uninsured em- ance. In New Zealand's "free" health care coverage of more and more services. signaled they have no Interest in insurance ployees are already paid a fair wage, a 7% If employers exercise the option to pay system, one-third of the population has pri- prices based on real risks. The 7% payroll payroll tax means that their employers vate insurance and one-fourth of all sur- the tax rather than provide health insur- tax has no relationship to the actual cost of will have to cut wages by 7% or lay off ance, what happens to the workers: gery is performed privately. In Canada. health for any particular employee. And workers. Since those earning the minimum Rather than purchasing a private health where private health care has been virtu- they are proposing a quasi-cartel in the wage can't by law take a wage cut, they Insurance policy on their own, they will be ally outlawed, the U.S. border is the safety small-group health insurance market to stand the greatest risk of becoming unem- required to join Medicaid. In fact, if you valve. For example, about 100 Canadians guarantee that private Insurance pre- ployed. have any desire to toss away your private get heart surgery every year at the Cleve- miums won't reflect real risks either. This Employers who already provide health land Clinic. health Insurance and join Medicaid. you'll will speed the exodus of people into Medic- insurance to their employees also will com- love the Senate Democrats new health- aid (oops, AmeriCare), the risk pool of last Before taxing small business to pay for pare the 7% tax with the cost of a health- care plan. resort. an expanded Medicaid program with insurance policy containing federally man- Granted, under the Democrats' plan A second problem both for Massachu- health-care rationing required by limits on dated benefits. A great many of them will Medicaid would be reorganized. It would setts and the Senate Democrats is small spending, the Senate Democrats should lis be tempted to pay the tax and drop exist- also have a new name-"AmeriCare." But business, which employs most of the nonin- ten to their colleague Lloyd Bentsen (D., ing coverage. N T is this mere speculation. Medicaid under any name is still Medic- sured workers. Does it really make sense Texas), author of refundable tax credits A Kennedy aide says the bill's sponsors ex- aid. to heap new taxes on small business-the for the purchase of health Insurance. In pect this to happen. In most places, Medicaid pays doctors job-creating sector of the economy-in the stead of pushing more people into a gov- Lee Iacocca will like this plan. For and hospitals 50 cents on the dollar-some- middle of a recession? One suspects that ernment rationing program, the Bentsen years he's wanted to dump Chrysler's times even less. As a result, doctors in- even the senators would answer "no." approach would empower low-income fam- health-care costs on government, and the creasingly won't see Medicaid patients and In fact, one suspects they're not really ilies and make them reál participants in Senate Democrats are offering him a access to hospital care is increasingly lim- serious about the proposal at all. The plan the health-insurance marketplace. chance. Instead of paying what I estimate ited to charity hospitals. proposes a two-year grace period for new to be close to $4,000 per employee for pri- Because Medicaid underpays, health- small businesses and a five-year grace pe- Mr. Goodman is president of the vate insurance, Mr(. Iacocca could pay a care rationing is inevitable. And more se- riod for firms with fewer than 25 em- tional Center for Policy Analysis, a tax of less than $3,000, have government vere rationing is right around the corner ployees-the firms where almost half of all based research institute. Services of Mead Data Central, Inc. PAGE 11 12TH STORY of Level 1 printed in FULL format. Copyright (c) The Bureau of National Affairs, Inc., 1991 BNA PENSIONS & BENEFITS DAILY July 25, 1991 LENGTH: 846 words Health Care Cost PAYROLL TAX WILL NOT COVER COST OF SENATE DEMOCRATS' PLAN, ECONOMIST SAYS WASHINGTON (BNA) -- The payroll tax envisioned under the Senate Democrats' universal health care bill probably would not be sufficient to cover the costs of the public plan, an economist said July 24. Moreover, the shortfall could force the plan's creators to seek additional tax to pay for the program, Stuart Butler, director of domestic and economic policy studies at The Heritage Foundation, predicted. Butler was one of several economists who appeared before the Senate Labor and Human Resources Committee to discuss the economic impact of S 1227, the health reform proposal unveiled by Senate Democrats June 5 (18 BPR 959). Under the "play-or-pay" scheme, employers would be required to provide a certain level of benefits to all workers or pay an unspecified payroll tax. The tax would be designated by the Secretary of Health and Human Services. Senate Majority Leader George Mitchell (D-Maine), one of the chief sponsors of the bill, has said he does not expect the payroll tax to cover the cost of the entire reform package. He said the Congressional Budget Office estimated supplemental costs to be $6 billion in the first year. "Dumped" Employees Butler expressed concern that far more working individuals than anticipated would be shifted or "dumped" into the so-called AmeriCare public program by employers that did not wish to provide private insurance. "I think there will be far more people shifted into the public program while still employed than previous estimates have indicated," Butler said. This would place the federal government at risk of adverse selection into AmeriCare, Butler said. As a result, the cost of the public program ultimately will be in the hands of employers, he concluded. In his prepared remarks, Sen. Orrin Hatch (R-Utah), ranking Republican on the committee, said he had reviewed estimates that as many as 60 million persons could be "cast off" from employer-provided insurance programs to public programs under the bill. Butler said any estimates of likely shifting are difficult to determine because they are influenced by many other factors. Another economist took issue with Butler's use of the word "dumping" when referring to a shift of persons to public plans. "I disagree that it is LEXIS'NEXIS'LEXIS NEXIS Services of Mead Data Central, Inc. PAGE 12 BNA PENSIONS & BENEFITS DAILY (c) BNA, Inc., July 25, 1991 'dumping' any more than covering the elderly or disabled is 'dumping' (into the Medicare program),' said Karen Davis, professor and chairman of the Department of Health Policy and Management at The Johns Hopkins School of Hygiene and Public Health. Providing a public program guarantees coverage for these individuals and under a "play-or-pay" scheme it gives two attractive options to employers, she argued. Davis spoke in favor of enacting S 1227, saying the proposal would provide health insurance coverage for 33 million more people, while incurring "at most" a loss of 50,000 jobs. The losses would be more than offset by the expansionary impact on the health insurance industry, which would expand to provide needed health care to those who currently are uninsured, she added. Savings Cited Davis was joined in her views by Kenneth E. Thorpe, associate professor with the University of North Carolina-Chapel Hill's School of Public Health, Department of Health Policy and Administration. At current trends, the nation will spend nearly $2 trillion, or 19.6 percent of gross national product, on health care by the year 2000, he said. "Even with a relatively modest reduction in cost growth, similar to the rate of increase observed in many rate-setting states, our nation would spend 14.9 percent of GNP on health," he said. The potential savings to U.S. employers would be $150 billion, he said. A significant part of the legislation is a proposed national expenditure review board whose task would be to moderate the rate of growth in health care spending, Thorpe said. "By setting expenditure goals, the board represents a critical first step in allowing our country to moderate the rate of increase in cost, and encourage the diffusion of technologies which examine both benefits and costs." Butler, however, took aim at the expenditure review board, saying the United States cannot have a fixed medical budget while maintaining the freedom of choice among providers and services that is prized by its citizens. "The British system has a fixed budget and it holds costs down compared with this country" by using specific measures-like waiting lists-that may not be acceptable to U.S. citizens, he said. "I don't know that we have any evidence that rate regulation would work in this country," Butler said. "If you stop consumers from demanding resources, then you can do it. But if you try to maintain the current system of choice with a fixed budget, it's an impossible combination," he added. LEXIS NEXIS'LEXIS'NEXIS Services of Mead Data Central, Inc. PAGE 9 10TH STORY of Level 1 printed in FULL format. Copyright (c) 1991 PR Newswire Association, Inc. PR Newswire July 31, 1991, Wednesday SECTION: Financial News DISTRIBUTION: TO NATIONAL, BUSINESS AND MEDICAL/HEALTH EDITORS LENGTH: 844 words HEADLINE: HIAA PRESIDENT SCHRAMM SAYS 'HEALTHAMERICA' WOULD MEAN SPIRALING HEALTH CARE COSTS DATELINE: WASHINGTON, July 31 KEYWORD: bc-Health-Insuran-cost BODY: The HealthAmerica plan offered by the Senate Democratic leadership contains provisions that would result in "spiraling health care costs" and proposes a public program "guaranteed to lose money," according to Carl J. Schramm, president of the Health Insurance Association of America (HIAA). Schramm, testifying today before the Senate Labor and Human Resources Committee in opposition to the HealthAmerica plan, was particularly critical of provisions that would impose community rating in the small group market -- traditionally, companies that employ 25 or fewer people -- and that would expand the existing Medicaid program to people who could be served by private health insurance. "A movement toward community rating will have negative side effects," noted Schramm. "A community rated system would increase costs for populations least able and willing to pay (especially young workers) and compromises local accountability for health care costs, since the actions of an employer (to reduce costs) would have little if any effect." "The ultimate result of community rating," added Schramm, "could well be spiraling health care costs for insured populations and a growing number of employees without adequate protection." As for the proposed = Americare" program that would expand and replace the existing federal/state Medicaid program, Schramm noted that historically, Medicaid has been "chronically underfunded," and remarked that the proposed funding mechanism for Americare would do nothing to improve financial adequacy. The "pay or play" provision of Americare would compel employers either to pay into the public Americare program or "play" by buying private health insurance, continued Schramm. Employers who anticipate that their employees' health care costs would exceed the Americare premium -- those with older or less healthy workers would have an incentive to take part in the public program, while employers with younger, healthier workers will not participate, he added. "In other words, Americare is guaranteed to lose money on the employer-based population that opts into it," he remarked. LEXIS'NEXIS' LEXISNEXIS Services of Mead Data Central, Inc. PAGE 10 (c) 1991 PR Newswire, July 31, 1991 Confronted with large and mounting losses, the Americare program, noted Schramm, would require "a major new infusion of public funds," financing from groups of people originally intended to be outside of the program, and/or lower reimbursement rates to providers, which = would result in an unsustainable and unfair cost-shift from Americare to non- Americare enrollees." Instead of Americare, Schramm advocated a more modest expansion of public coverage to poor and near poor people. He also recommended adoption of certain aspects of the HealthAmerica proposal that would reform the small group market by guaranteeing availability of health care coverage, continuity of coverage and extending a 100 percent tax deduction to the self-employed and special tax credits to low wage earners. Additionally, Schramm commended the cost containment provisions in HealthAmerica = that prohibit states from hindering the capacity of managed care plans to select providers to make up networks, to limit the number of participating providers, to pay providers in innovative ways and at alternative rates, and to incorporate incentives for consumers to use participating providers." However, HIAA does not support the establishment of a new government entity to be known as the Health Expenditure Board that would set and enforce spending targets and provider rates. "Is it appropriate to treat medical care in a way that is 50 radically different from virtually all other areas of the economy?" asked Schramm. "If the answer is yes, isn't this properly a legislative function, rather than one that should be turned over to an independent agency that is beyond the direct control of the legislature and thus the people? How can any agency determine rationally what is the 'right' amount to spend for medical care?" Perhaps most troubling, Schramm added, is a provision that would give the Health Expenditure Board authority to make non-binding recommendations of provider rates through a negotiation process, either at the national or state level. "Providers, in particular, have an incentive to refuse to accept rates that substantially constrain their incomes," observed Schramm. "In the event of such an impasse, the board's non-binding authority would mean that everything is left largely as it is now." "Some of the 'answers' that we propound today may be found wanting and in need of revision," Schramm noted in closing. "For these reasons, HIAA believes that access and cost proposals should retain significant flexibility, and that the states should be the principal locus of regulatory and oversight activity." HIAA is a trade association of the nation's leading commercial insurance carriers that provide health insurance for approximately 95 million Americans. CONTACT: Richard Coorsh of the Health Insurance Association of America, 202-223-7787 ORGANIZATION: Health Insurance Association of America LEXIS' NEXIS'LEXIS NEXIS Services of Mead Data Central, Inc. PAGE 16 18TH STORY of Level 1 printed in FULL format. Copyright (c) 1991 Chicago Tribune Company; Chicago Tribune July 2, 1991, Tuesday, NORTH SPORTS FINAL EDITION SECTION: PERSPECTIVE; Pg. 14; ZONE: C; Voice of the people (letter) LENGTH: 259 words HEADLINE: AmeriCare's flaws BYLINE: Tom Whisler, President, American Seniors, Inc DATELINE: INDIANAPOLIS BODY: The newly unveiled Democratic health plan, = AmeriCare, = looks highly flawed to seniors familiar with Medicare, Medicaid and the late unlamented Catastrophic Care Act. The zeal to take care of everyone has again carried our representatives into the woods. Advocates argue that: 1. It will be more efficient because it eliminates all the overhead costs resulting from numerous private insurance firms. Those who like this argument should recall the two pre-unification Germanys. In socialist East Germany, the "efficient" government provided one automobile for everyone - the Trabant, a wretched, polluting, tiny automobile, available usually only after years of waiting. In capitalistic West Germany, the government allowed total "inefficient" competition of private auto firms. There, almost everyone had a car, and one of his choice. 2. It will control costs. This magic will be achieved, first, by price controls on doctors and hospitals - a prescription that is already beginning to diminish the quality of health care under Medicare. The choice of physicians and of available treat-ments is increasingly limited by the actions of the regulators. Our representatives are mesmerized by the belief that health costs can be controlled by tweaking up the present system of employer-provided health care plans, and are not seriously thinking about alternative ways of providing true health insurance for most of our citizens in affordable fashion. The socialist approach is likely to be self-defeating. Why are they trying to sell us a Trabant? LEXIS NEXIS LEXIS NEXIS Services of Mead Data Central, Inc. PAGE 17 21ST STORY of Level 1 printed in FULL format. Copyright (c) 1991 The Bureau of National Affairs, Inc. Pension Reporter June 17, 1991 Vol. 18, No. 24; Pg. 1000 LENGTH: 1029 words SECTION: NEWS: Health Care. TITLE: SEN. HATCH SAYS 'PLAY-OR-PAY' PROVISION WILL INCREASE EMPLOYERS' COSTS, LOSE JOBS. TEXT: Sen. Orrin Hatch (R-Utah) June 11 strongly criticized the "play-or-pay" provision in the Senate Democrats' health care proposal (S 1227). The requirement that employers either provide health insurance for employees or pay a payroll tax would be costly for businesses and could result in the loss of some jobs, Hatch asserted. "The pay-or-play mechanism makes this legislation a job-loss bill, not an enhanced access to care bill," he said. The senator's comments came during Senate Labor and Human Resources Committee hearings held June 11-12 on the Democratic proposal which was introduced June 5 by Senate Majority Leader George Mitchell (D-Maine), along with Sens. John D. Rockefeller IV (D-WVa), Don Riegle (D-Mich), and Edward Kennedy (D-Mass), who chairs the Labor and Human Resources committee (18 BPR 959). Despite his criticism of "play-or-pay," Hatch did applaud the Democrats, in particular Kennedy, for their reform proposal. However, Hatch said it is essential that the Senate develop a bipartisan approach to health care reform. "The plan is not in a bipartisan mode but we can get it there," Hatch said. In separate testimony June 11, former government officials Joseph Califano and Elliot Richardson both supported the general approach of the Democrats' plan. In particular, Richardson, who was secretary of the Department of Health, Education, and Welfare during the Nixon administration, said the reform plan includes two major innovations -- the "play-or-pay" provision and a comprehensive cost-control program. 'Triple Crown Winner' Similarly, Califano, who served as secretary of Health, Education, and Welfare during the Carter administration, said the reform plan is a "Triple Crown winner." Not only does the proposal ensure continuous and affordable access to health care, but businesses will find that health care costs are "restrained and fairly distributed," Califano said. Furthermore, he said physicians, hospitals, and other providers will face lighter administrative burdens and will not be burdened with uncompensated care. In a prepared statement, Kennedy said the play-or-pay provision was central to the Democrats' comprehensive plan. In addition, he said the cost problem will be addressed through provisions dealing with all parts of the problem, i.e., cost-shifting, unnecessary care, excessive administrative costs, and the LEXIS NEXIS'LEXIS NEXIS Services of Mead Data Central, Inc. PAGE 18 (c) BNA, Inc., Pension Reporter, June 17, 1991 blank-check reimbursement to providers. But Hatch charged that the financing mechanism of the Democrats' bill -- which includes the payroll tax and a supplementary source of revenue to be decided on by the tax writers -- is "all too typical." "Break the bank; make others pay the costs," Hatch said. Hatch further said the mandates in the play-or-pay scheme could result in the loss of 3.5 million jobs. In particular, he said that employers with heavy payroll expenses would be especially hard hit. Hatch also raised the possibility that the play-or-pay mandate may encourage current employers to drop private insurance coverage and pay into the government program. Preventive Care Preventive care for pregnant women and children must be a key aspect of health reform legislation, representatives of children's health organizations told the committee June 12. Universal provision of high-quality medical care beginning in the first trimester of pregnancy, and continuing for the infant after birth, could reduce the risk of infant mortality and morbidity by one-quarter, according to Reed Tuckson, senior vice president for programs at the March of Dimes Birth Defects Foundation. In prepared remarks, Tuckson noted that the United States ranked 19th among nations in infant survival. Birth defects, low birthweight, and prematurity are the leading causes of infant death, Tuckson stated. Over 100,000 of the 400,000 disabling conditions that result from conditions of birth could be prevented through enhanced access to comprehensive maternal and infant health services, he said. While S 1227 is to be phased in over a five-year period, children come first, Kennedy said in his opening remarks. "[T]he very first phase of the program will guarantee affordable health insurance to every child," he said. The American Academy of Pediatrics is generally supportive of S 1227, but believes that certain preventive services included in a proposed federal-state health program also should be included in the basic benefits package that is another component of the bill, according to testimony given by Antoinette Parisi Eaton, president of the American Academy of Pediatrics. Preventive Services The proposed federal-state program, known as Americare, would include early and periodic screening, diagnosis, and treatment for beneficiaries -- encompassing such services as assessments of health, developmental and nutritional status, appropriate immunizations, and vision, hearing, and dental screens, Eaton noted. However, these services are not part of the employee benefits package included in S 1227. These services are important to effective preventive care for children and youth at all income levels, she said. LEXIS'NEXIS'LEXIS NEXIS Services of Mead Data Central, Inc. PAGE 19 (c) BNA, Inc., Pension Reporter, June 17, 1991 Kennedy noted that "consistent with current business practices, most preventive services are not covered [in the basic benefit package], but coverage is required for prenatal care and well-baby and well-child care." The committee also heard testimony from parents of children with disabilities or conditions whose special health care needs are not covered by insurance. Pam Punteney of Omaha, Neb., said her son has slipped through the cracks of both the military and commercial insurance systems. Punteney's family was covered by the Civilian Health and Medical Program of the Uniformed Services (CHAMPUS) while her husband, Richard Punteney, served in the Persian Gulf. During this period Punteney's son was struck by a car. Richard Punteney has since returned to the United States and the family's CHAMPUS coverage expires June 27. Meanwhile, no commercial insurer will cover health care services related to Punteney's son's accident. "We have learned the hard way that a person can't move freely from policy to policy in the current insurance climate," she said. LEXIS'NEXIS'LEXIS NEXIS Services of Mead Data Central, Inc. PAGE 20 22ND STORY of Level 1 printed in FULL format. Copyright (c) 1991 The New York Times Company The New York Times June 15, 1991, Saturday, Late Edition - Final SECTION: Section 1; Page 22; Column 1; Editorial Desk LENGTH: 555 words HEADLINE: Half a Medical Plan Is Better BODY: President Bush spoke on domestic policy this week without even mentioning the crisis in health care. But at least the Senate took notice, with hearings on a Democratic plan to provide medical insurance for all Americans. Well, make that half a plan; it would achieve universal coverage, but only waves at spiraling costs. Senator Mitchell, the majority leader, and the other sponsors thus duck a stark truth: Effective reform will require sacrifice by doctors and patients. But even half a plan beats no plan, which is what the Bush Administration offers. The bill adopts a play-or-pay system whereby employers provide basic medical insurance or else pay a tax to enroll workers in a public program called AmeriCare. For a fee based on income, AmeriCare would cover anyone otherwise uninsured, including those now on Medicaid. Pay-or-play puts the insurance burden on employers. It would force them to compensate by ratcheting down wages -- a disguised tax - or laying off workers. Yet pay-or-play is defensible because it would cover 30 million uninsured Americans by building upon existing institutions. Less defensible is the attempt to control costs with a dizzying array of toothless provisions. A board made up of payers and providers would negotiate spending targets and fees. But nothing would require agreement or impose sanctions. So much for tough cost control. The bill's major flaw is to preserve, even protect, the principal reason for rising medical costs -- the prevailing fee-for-service system. Doctors are rewarded for providing lots of services, even if unnecessary, to patients who don't mind because they pay only a fraction of the bill. And because patients choose their doctors, insurers are unable to negotiate treatment and fees. The upshot: a system spinning out of control. The best answer is managed care. A sponsor, perhaps a large employer or public agency, directs enrollees to a designated group of doctors and hospitals. The sponsor negotiates treatment practices and monitors quality. Because sponsors wield tremendous market power, they are able to negotiate premiums below fee-for-service plans. Managed care restricts choice. But it's the only plan that has proved it can provide quality care in the U.S. at reasonable cost. Mr. Mitchell's bill would encourage managed care, but ineffectively. The AmeriCare program, for example, was not designed as managed care. LEXIS'NEXIS' LEXISNEXIS Services of Mead Data Central, Inc. PAGE 21 (c) 1991 The New York Times, June 15, 1991 Another key to cost control is to make patients cost-conscious. A cap on tax-deductible insurance premiums, for example, would give consumers an incentive to choose cost-effective managed care over fee-for-service plans. This, too, is missing from the bill. Nevertheless, the bill contains many thoughtful reforms. Treatment guidelines would be developed to insure quality care and eliminate the need for wasteful tests as a defense against frivolous malpractice suits. Insurance companies would be prevented from extracting high premiums from the chronically ill. And small businesses would be encouraged to join forces to negotiate insurance contracts. These are important ideas. But without taking on the payment system, or capping tax subsidies, they won't get to the core of the problem. Before Mr. Mitchell's bill can become the last word on health care reform, it will have to find some guts. TYPE: Editorial SUBJECT: MEDICINE AND HEALTH; EDITORIALS; HEALTH INSURANCE; RATES NAME: BUSH, GEORGE (PRES) GEOGRAPHIC: UNITED STATES LEXIS'NEXIS'LEXIS NEXIS CONGRESSIONAL QUARTERLY Weekly Report Replenished FDIC May Be Sole Survivor Of Bank Bill Fights Political Emergency Democrats, GOP Rush To Prescribe Cures Foreign Aid Shaken To Soothe Public Ire Over Health Care As Democrats Adopt 'America First' Theme Falling Star: NASA's Support Election 26, Fading in Congress Deal To Extend Chafee Unemployment Pay Mitchell Bush Exposes Fault Lines In Benefits System Rockefeller Russo By the Numbers: R.T. Savidge The Political Career Of L. Douglas Wilder Oo C November 16, 1991 Volume 49, No. 46 Pages 3349-3424 - SOCIAL POLICY COVER STORY Growing Health-Care Debate Widens Partisan Divisions Voters may have spoken on need to overhaul system, but politicians differ over how far to go A day before Pennsylva- Nov. 12 announced a plan that nia's special Senate would impose a "play or pay" election, goes the story system. The plan would re- on Capitol Hill, a health-care quire employers to provide overhaul proposal on which workers and their dependents Senate Republicans had been with health insurance or else working for more than a year had two cosponsors: author Election pay into a fund from which 26, insurance would be provided. John H. Chafee, R.I., and Mi- Play-or-pay is also the central nority Leader Bob Dole, Kan. concept in the Senate Demo- But the day after Democrat cratic leadership's bill (S 1227) Harris Wofford pulled an upset introduced in June by Majority with a platform calling for Leader George J. Mitchell of national health insurance, the Chafee Maine. Although the coali- number of cosponsors bal- Mitchell tion's plan is a second-genera- looned to 20. Bush tion version of a proposal put Chafee denies the story together by many of the same but concedes that Wofford's Rockefeller people in 1989, in the new win "certainly didn't do us health-reform environment any harm" in garnering co- the announcement led network sponsors. And just the fact Russo newscasts and The Washing- that people are telling it illus- ton Post. (Weekly Report, pp. trates how the outcome of the 1507, 419) Pennsylvania election has al- ROBERT T. SAVIDGE The House Democratic tered the dynamic of health- Caucus on Nov. 14 unani- care reform in Congress. But the health-care issue's rise from mously approved a resolution calling Efforts to revamp the nation's a "might" to a "must" on the congres- for "comprehensive national health $660-billion-and-growing health sys- sional agenda brings political risks as insurance legislation" that would tem have been perking along all year, well as opportunities, particularly as guarantee insurance coverage to all but action has been confined mostly to members struggle with such controver- Americans and contain health-care a dozen or so Hill health experts try- sial details as who will foot the bill. costs. The move marked the first step ing to convince confused and reluctant Wofford's election, said Sen. Dave toward resolving a feud between colleagues that an overhaul could be Durenberger, R-Minn., "confirmed the House Democrats who support the good policy and good politics. Still, no diagnosis we've suspected for years. play-or-pay approach and those who one was sure how such a complicated The health system is sick. But what it prefer a "single payer" plan such as and potentially divisive issue might did not do was prescribe the cure." Canada's, in which the government play with voters. Since the Pennsylvania election pays all the nation's health bills. But now, the voters, at least in one jump-started the health debate: Mitchell announced Nov. 13 that large state, seem to have sent a mes- Chafee and a dozen colleagues on the Senate Democratic Policy Com- sage: Do something about the health Nov. 7 unveiled the long-awaited Sen- mittee would sponsor field hearings system, or else. ate GOP plan. The bill (S 1936) de- between Dec. 9 and 13 to highlight the "The American people signaled, I pends largely on incentives to encour- health-care issue. The "road show," think particularly in the Pennsylvania age employers to offer workers as it has been dubbed, is to travel to election, that they want some atten- insurance. It emphasizes preventive Detroit, Cleveland, Denver, Atlanta tion to this problem," said House health care and would overhaul the and Tampa, Fla. Speaker Thomas S. Foley, D-Wash., handling of malpractice claims. President Bush, who has yet to fol- on Nov. 13. "It's the one that's causing The National Leadership Coalition low up on promises in his 1990 and more anxiety for their economic future on Health Care Reform, whose mem- 1991 State of the Union addresses to than any other." bership includes business and labor study the issue, is strongly hinting groups as well as former Presidents Ger- that he will soon make public a plan of By Julie Rouner ald R. Ford and Jimmy Carter, on his own. "I'd like to have a compre- CQ NOVEMBER 16, 1991 - 3377 SOCIAL POLICY The Tide of History Turns Again O n the surface, the political Doctors and lawyers argued for pressures today are similar to national health insurance. The those that stirred Washington a 1915 recommendation of the Amer- generation ago. Americans talk of ican Association for Labor Legisla- mortgaging homes and farms, fight- tion, a group of lawyers, academics ing off bankruptcy or being unable and other professionals, prompted to send children to college, all be- the first serious debate. Their pro- cause of crushing medical bills. posal gained momentum in 1917, Lawmakers, in turn, talk of when the American Medical Asso- plans to radically expand the gov- ciation's (AMA) House of Dele- ernment's role in guaranteeing gates voted for a government health health care for Americans. insurance program. But the political realities are Labor leaders, among them different. Samuel Gompers, criticized the In 1965, President Lyndon B. concept, arguing that national in- Johnson was fresh off a landslide surance would result in government victory, with an expanding econ- control over the working class. But omy and a brute determination to it was not labor that scuttled the pass his Great Society legislation. Even so, he focused his health- NATIONAL ARCHIVES idea; it was the anger of an impor- care attention on programs for Truman rode the health issue to victory in 1948. tant lobby - burial insurers, who complained that a proposed burial two groups of Americans - Medi- benefit would undercut a thriving care for the elderly and Medicaid for the poor. And still, he private industry. "It was a simple tactical error, and tactics had to compromise with a reluctant Congress and battle a have always mattered," says Paul Starr, a sociology profes- hostile physicians' lobby. "It took all his horses," recalls sor at Princeton University. Joseph A. Califano Jr., one of Johnson's top aides. The idea remained dormant until the 1930s. As the Now, Harris Wofford's stunning upset in the Nov. 5 nation reeled under the Great Depression, the coalition Pennsylvania Senate election - and his middle-class backing national health insurance reform had reversed appeal for national health insurance - has ignited a new itself. Then, as in the Medicare fight, the AMA stood in political fire for broad reform. But this time, pivotal opposition, labor in support. differences make congressional action more confusing. In 1934, President Franklin D. Roosevelt's Committee Unlike Johnson, President Bush is headed into an on Economic Security considered compulsory health in- election with his public approval rating falling. He faces surance. But word that the panel was studying the matter a Congress controlled by the opposition party and he has "was responsible for so many telegrams to members of yet to spell out a plan. Congress that the entire Social Security program seemed Moreover, Congress approaches the debate chastened endangered," Edwin Witte, the committee's executive di- by its last experience with a major health policy bill - the rector, told a historian. Roosevelt dropped the idea. 1988 law to provide insurance for Americans who suffer The national health service debate was revived less catastrophic medical costs. Faced with voter outrage over than a decade later, as the country called up men to serve the surtax to pay for it, Congess repealed it a year later. in World War II. Nearly one-third of those between the That embarrassing turnabout illustrated the diffi- ages 18 and 37 were found physically or mentally unfit. culty of translating political rhetoric into public policy, In response, the first comprehensive national health in- particularly when someone has to pick up the tab. surance bill was introduced June 4, 1943, by Sens. Robert Over 75 years, complexity has been the one constant F. Wagner, D-N.Y., and James E. Murray, D-Mont., and in health-care debate. The terms have shifted in re- Rep. John D. Dingell Sr., D-Mich. sponse to consumer needs, and the coalitions for change "Dad's bill was crafted with the help of the [Roose- have realigned, depending on who bears the cost. velt] administration," says Dingell's son, chairman of the "There's always been a permissive consensus on the con- House Energy and Commerce Committee, who has re- cepts," notes Theodore Marmor, a political science pro- introduced the bill in every Congress since he succeeded fessor at Yale University. "But the more details people his father in 1955. "It's still the best national health have, the less they support any program." insurance approach around." In words that Pennsylvania's Wofford would echo Roots of the Debate nearly five decades later, Roosevelt included in his 1944 Washington adopted its first government health in- State of the Union address an "economic bill of rights" surance program in 1798, for merchant marine sailors incorporating the "right to adequate medical care and who contributed a few cents a month to pay for hospital the opportunity to achieve and enjoy good health." care provided by a marine hospital. But it was not until But it was his successor, Harry S Truman, who made the early 20th century that the idea of mandating health health care a political priority. "We should resolve now insurance for the general public became an issue. that the health of this nation is a national concern; that 3378 - NOVEMBER 16, 1991 CQ SOCIAL POLICY On National Health Insurance Ideas financial barriers in the way of attaining health shall be removed; that the health of all its citizens deserves the help of all the nation," said Truman on Nov. 19, 1945. Quotables Truman rode the issue in his narrow 1948 victory, and the Wagner-Murray-Dingell bill got its first hearing in "The best health facilities and the finest doctors in the 1949. But as the Cold War became a fact of American world are not much help to the people who cannot afford life, the AMA's dire warnings that the proposal to use them." amounted to "socialized medicine" reverberated across -President Harry S Truman, Oct. 15, 1948 the country. After a few liberal senators campaigned on the issue and lost in 1950, Democrats dropped the idea. "I will propose a program to insure that no American family will be prevented from obtaining basic medical care Scaling Back to Medicare by inability to pay." -President Richard M. Nixon, Jan. 22, 1971. The next The political atmosphere had changed. With the month, he sent Congress a proposal requiring businesses AMA's power proved and the new Eisenhower adminis- to provide basic health insurance coverage to employees. tration resisting national health insurance, Democrats scaled back their ambitious health-care plans. The idea "Whenever senators and representatives catch a little of hospital insurance for the aged began to take hold, and cold, the Capitol physician will see them immediately, the first bill toward that end was introduced in 1952. treat them promptly and fill a prescription on the spot. If health insurance is good enough for the president, vice "At that time, there were no retiree health plans, and president and the Congress of the United States, then it is the pressure for us to act came from the middle-aged, good enough for every family in America." middle-class who were beginning to pay the bills for their -Sen. Edward M. Kennedy, D-Mass., Aug. 12, 1980 parents," says Califano. Dwight D. Eisenhower responded by launching the "I am committed to bring the staggering costs of idea of catastrophic coverage for the low-income elderly, health care under control." while Democrats continued to push broader insurance -President Bush, Jan. 31, 1990 for the aged. Republicans and Democrats divided as "Health care isn't a matter of privilege but a funda- John F. Kennedy made health insurance for the elderly mental human right." an important piece of his 1960 presidential campaign. -Sen. Harris Wofford, D-Pa., June 1, 1991 In office, Kennedy tried to rally support with stories of people mortgaging their homes to pay for their par- ents' health care, and in 1962, he tried to personalize the issue for Congress. "I talked to a member of Congress 1980, the substantive debate was lost in the political tug from my own state a week ago," Kennedy said, "who told between the two men. The election that year of Ronald me he was going to send his daughter away to school but Reagan, a longtime opponent of big government, tempo- because his father had been sick for two years he could rarily ended talk of major changes. not do it. And congressmen are paid $22,500 a year - The pinch on the middle class later forced Reagan to and that's more than most people get." reconsider his position, however. In 1986, he called for a However, Kennedy struggled against formidable resis- study on "how the private sector and government can tance within his own party: conservative Southerners led by work together to address the problems of affordable in- Ways and Means Chairman Wilbur D. Mills of Arkansas. surance for those whose life savings would otherwise be Congress took no action during Kennedy's administration. threatened when catastrophic illness strikes." In 1964, Johnson took the issue to the nation in his Over 18 months, Congress crafted legislation that went presidential campaign and came back with a mandate for beyond Reagan's mandate to create the largest expansion action. of Medicare coverage since its inception. Reagan was pre- Johnson agreed to rework a funding formula for cov- sented the bill just weeks before the 1988 presidential erage for the poor that had been directing the over- nominating conventions, and he not only signed it, but whelming majority of funds to large states. That done, hailed it as a bill that would "remove a terrible threat from Congress enacted the 1965 Medicare-Medicaid bill, a the lives of elderly and disabled Americans." It wasn't long, jewel in Johnson's Great Society agenda. however, before support for the program unraveled, as senior citizens became outraged over the program's cost. A Call for Broader Coverage The bill was repealed in 1989. Inflation in the 1970s revived calls for broader na- Now the political climate appears to have shifted yet tional health coverage. Presidents Richard M. Nixon and again. Part of the business community - squeezed by the Jimmy Carter supported some form of broad health in- high cost of health insurance premiums - is on board. And surance reform, but the idea had no real champion and Harris Wofford's victory proved that middle-class voters are faced continued animus from the AMA and business. ready to demand action. "The question today is not whether The issue briefly took center stage as Sen. Edward M. we are going to have national insurance," says Professor Kennedy, D-Mass., challenged Carter over it. But as Marmor. "The question is whether it's going to be any good." Kennedy prepared to enter the presidential primaries in -Beth Donovan CQ NOVEMBER 16, 1991 - 3379 SOCIAL POLICY hensive health-care plan 44 Do or Die that I can vigorously take to For House Democr the American people," Bush action has been held up told reporters in Rome on the dispute about whether Nov. 8, saying it could come to proceed with a play before next year's election. pay plan similar to Mitch ell's or to line up behind Partisan Divisions government-paid plan such Since the beginning of as one (HR 1300) Marty the year, members of Con- Russo, D-Ill., introduced. gress have introduced more "Sometimes I think the than three dozen health- play-or-pay people hate the care reform proposals. single-payer people over Wofford's win has also has- R. MICHAEL JENKINS more than they hate the cur tened the boiling down of rent system," said one exas- those plans into Democratic Democrats, led by Sen. perated House leadership and Republican camps. Mitchell - with aide. "The race is now be- But the urgency of the tween the parties to flesh governors, above - are issue - and the impending out some of the specifics," talking about mandating adjournment - appears to said Rep. Ron Wyden, D- be forcing a compromise un- Ore. coverage. Republicans, der which Democrats would Democrats are emphasiz- led by Sen. Chafee, want endorse play-or-pay as a ing universal coverage - the to fine-tune the current first step toward a single. guarantee that every Ameri- payer system. can receive health insur- system. "It's an orderly way to ance, whether the mecha- move," said Henry A. Wax- nism be play-or-pay or man, D-Calif., whose own single payer. opportunity to experiment with health proposal (HR 2535) embodies the "To assure that every American reform by making it easier to "waive" play-or-pay approach, but only be- can exercise his or her right to afford- federal rules and by allowing them to cause he says it is more politically able health care, we must require that establish a program to provide health possible. "The advantage of play-or- health insurance is provided," said coverage to low-income, uninsured in- pay is it requires fewer federal dollars Mitchell on the Senate floor Nov. 13. dividuals not otherwise eligible for up front and disrupts the health-care Republicans, by contrast, stress Medicaid, the joint federal-state system less." that the current system is good and health program for the poor. House Democratic leaders said af- only requires marginal fixing up. Like the Senate Democrats' plan, ter the caucus meeting Nov. 14 that "Our system has much to com- the GOP version does not include pro- they expected to have a consensus bill mend it," House Minority Leader posals to cover the estimated $150 bil- ready early in 1992. Robert H. Michel, R-Ill., testified be- lion cost over five years. Lawmakers from both parties ac- fore the Ways and Means Committee Financing "is so controversial, no knowledge that there are dangers in in October. "We ought to seek solu- one party can step forward on it," said developing the details, both because tions that build on what we have." Chafee. "It's got to be a consensus." the issue is complicated and because That is the basis of the GOP sena- That decision eliminated a pro- reform, by definition, will outrage at tors' plan, which Chafee said "builds posal Republicans floated earlier this least some entrenched interest groups. on the good in our system, reforms the summer that would have capped the "We can't just wave some magic wand bad and encourages innovation in amount employers can deduct for and make everything hunky-dory," both the private and public sectors." health insurance premiums for their said Chafee. The proposal's centerpiece would workers. Such deductions currently Still, said Sen. John D. Rockefeller provide tax incentives to encourage in- are unlimited. IV, D-W.Va., "I'd much rather be in dividuals and businesses who now can- "To say that's controversial would the minefield than out of the war." not deduct health insurance expenses understate it," Chafee said. Added Rockefeller, who pressed hard to buy insurance. House Republicans, however, are on the issue last summer while explor- The measure also seeks to make it still grappling with the touchy financ- ing a bid for the presidency, "health easier and less expensive for small ing question as they put the finishing care is an open door" for the Demo- businesses to obtain insurance by en- touches on their plan. crats. "If we botch it up by walking couraging them to form insurance- But some House Republicans are through it, that's our problem." buying groups and by requiring insur- worried that they may be left behind But others fear a presidential elec- ance companies to make small- if they don't act soon. tion year might not be the right time. business policies available and "We've spent a lot of time dotting If members are not careful, warned limiting rate increases. the i's and crossing the t's, and I'm not Rep. Brian Donnelly, D-Mass., "we The bill also emphasizes preven- sure how necessary that is politically," could charge ahead in this politically tive health care, by both providing said Fred Grandy, R-Iowa, a member charged atmosphere and get into a tax credits and upping authorizations of a House health task force. Wofford bidding war that would make the 1981 for existing programs. just won an election by saying 'I'm for tax bill look like reasonable policy." Finally, the plan gives states more health care, details to follow." He was referring to congressional ac- 3380 - NOVEMBER 16, 1991 CQ SOCIAL POLICY Talking Points M embers have introduced dozens of legislative pro- posals for overhauling the nation's health-care sys- tem, ranging from cosmetic changes to restructuring. Most of the plans share at least some general concepts: Cost Containment The Holy Grail of health-system reform is slowing the rise of medical costs, which have been climbing at double-digit rates for most of the last decade. No one knows for sure how to accomplish the broad goal, and sponsors of various bills apply the cost-containment label to any provision they think might save money. For example, the Senate Democratic leadership's bill (S 1227), introduced by Majority Leader George J. Mitchell, D-Maine, would create a board similar to the Federal Reserve. It would set national health-care spending goals and organize negotiations between those R. MICHAEL JENKINS who pay for health care, such as insurance companies, A clinic volunteer draws a blood sample from a patient. and those who provide it, such as doctors and hospitals. Rep. Marty Russo, D-Ill., and other sponsors of bills the physicians who are sued most often for malpractice calling for a single government-run health system say frequently are not guilty, while many negligent doctors money would be saved by eliminating duplicative paper- never get sued, studies suggest. work. The Bush administration's proposal and the Senate And the Senate Republicans' proposal (S 1936), in- Republicans' bill would cap non-economic damages, troduced by John H. Chafee, R.I., lists under cost-con- such as those for "pain and suffering," arising from tainment its proposals to reshape the medical malprac- medical negligence. Both those plans, the Senate Demo- tice system, increase access to preventive care services, crats' plan, and several other free-standing bills also and broaden "managed health care." would encourage states to test ways to settle disputes out of court. Mandates/Tax Credits After containing costs, the goal of virtually all of the Prevention overhaul plans is to expand access to health care for the Policy-makers agree that more and better preventive estimated 34 million Americans who lack health insurance. care, such as immunizations for children and prenatal Most of the Democratic bills include some sort of examinations, can help hold down future health-care required coverage, on the theory that that is the only costs. Health and Human Services Secretary Louis W. way to guarantee that everyone is included. Under the Sullivan emphasizes that getting Americans to eat a "play or pay" schemes included in several of the plans, healthy diet, exercise more, and reduce smoking and most notably those of Senate Democrats, employers drinking can avert costly illnesses. would have to provide workers and their dependents Most of the proposals that mandate coverage include with coverage or pay into a fund from which insurance language to ensure that preventive services are part of coverage would be provided. The most sweeping man- any insurance package. The Senate Republican plan, date, in Russo's bill (HR 1300), would require the gov- which has no mandate, would increase the authoriza- ernment to insure everyone for health care, as Canada tions for two existing programs - Community Health does. Centers and the National Health Service Corps - that GOP plans, by contrast, eschew mandates as coun- currently provide primary and preventive care in medi- terproductive, arguing that they would drive some em- cally underserved areas. ployers out of business. Instead, Republicans prefer in- centives to expand health insurance. Most of these Managed Care plans, the Senate's among them, lean heavily toward Finally, most of the overhaul plans give a nod to providing tax credits and deductions for individuals and making "managed care" more available, long a goal of businesses to help offset insurance costs. the Reagan and Bush administrations. These plans in- clude health maintenance organizations, which charge a Malpractice Reform flat fee for all services, and preferred provider organiza- Just about all the major plans, Democratic and Re- tion, which offer patients lower fees if they see certain publican, seek to overhaul the medical liability system, doctors who have agreed to charge less. Managed-care and the Bush administration offered its own proposal in plans seek to contain costs by providing patients with a May. Studies have shown that "defensive medicine," single point of entry to the health-care system and re- such as unnecessary tests and lab work ordered by stricting access to specialists and hospitals. doctors who fear lawsuits, is driving up costs. Also, -Julie Rouner CQ NOVEMBER 16, 1991 - 3381 SOCIAL POLICY tion on President Ronald Reagan's HEALTH/EDUCATION tax-cut proposal, when Democrats and Republicans competed over who could be most generous to taxpayers - end- Two Similar Bills Aim at Loans ing with a bill that Democrats blame for today's huge federal deficits. For Medical Education Without what are bound to be un- popular cost-containment proposals, said Donnelly, "you have a disaster of L egislation to reauthorize education monumental proportions." loans and medical training services But the atmosphere could make for health professionals moved for- inaction just as dangerous, say others. ward in both the House and Senate "I think it will boomerang if people the week of Nov. 11. play around with it as an issue for too The House on Nov. 12 passed a bill long," said Sen. Paul Wellstone, D- (HR 3508) by voice vote to revise and Minn., who pushed universal health extend existing programs for appro- care in his own 1990 upset of Republi- priations of up to $2 billion through can Sen. Rudy Boschwitz. fiscal 1994. In addition, the bill would Wellstone fears Wofford's success authorize government guarantees in at calling for health-care reform with- fiscal 1992 on up to $365 million in out giving details could become "the loans to students under the Health functional equivalent of kissing ba- Education Assistance Loan (HEAL) bies. Everyone will be for it until we program. get to the specifics." The next day, the Senate Labor and BOXSCORE Human Resources Committee voted 17- Short-Term Solutions 0 to approve a similar measure (S 1933) Bills: HR 3508, S 1933 - Medical Privately, just about everyone con- that would authorize nearly $3 billion recruitment and training cedes that the most likely outcome be- for the programs through fiscal 1996. programs. fore the election will be an incre- That bill would authorize $400 million Latest action: House floor mental bill similar to legislation in student loan guarantees. introduced in October by Lloyd Bent- Both measures include new steps passage, voice vote, Nov. 12; Senate Labor Committee sen, D-Texas, and Dan Rostenkowski, to cut down on the high default rate D-Ill. They are the chairmen of the on these loans. One provision would approval, 17-0, Nov. 13. Senate Finance and the House Ways change the way the government Next likely action: Senate floor. and Means committees, respectively. assesses fees on new loans. Background: The measures Like the Senate Republican plan, Under current law, the same loan would reauthorize two titles of the bills (S 1872, HR 3626) try to make origination fee is charged to all who the Public Health Service Act that health insurance more available and af- request loans under the HEAL pro- provide financial assistance for fordable for small businesses. They also gram. The fees go into a pool that is medical education and training. increase the tax deductions for self- supposed to cover defaults. employed individuals and small busi- The House bill would allow the Reference: House committee nesses. The bills also would expand pre- government to charge a loan origina- approval, Weekly Report, p. ventive services available under tion fee based on the number of de- 2960. Medicare, the federal health insurance faults for students in each field (podi- program for the elderly and disabled, atry vs. chiropractic, for example). and create a commission to advise Con- The more defaults in a particular to needy students. The administration gress and the president on strategies for field, the higher the origination fee. has since backed away from that idea, reducing health-care costs. The Senate bill would do the same. and it agreed to support the guaran- An overhaul, Bentsen told report- It would also prohibit any loans to tees after sponsors revised their bills ers in October, will take time "and in institutions with default rates of 25 per- to crack down on defaults. the meantime, a lot of people are going cent or more. The Senate bill would cut Both bills would add social workers to suffer." He said his bill addresses the origination fee in half for borrowers and therapists to a program that edu- "things we can do now, not things that who got a creditworthy co-signer. cates health-care personnel on AIDS. will block more major reform later." In addition, the Senate bill would The House bill would authorize $17 That is a strategy with which many authorize $1 million in demonstration million for this program in fiscal 1992; Republicans agree. Congress should grants to experiment with direct gov- the Senate would authorize $21 million. "do whatever we can do without wait- ernment loans. The program would in- Labor Committee Chairman Ed- ing for utopia and perfection" said volve 20 schools with low default rates, ward M. Kennedy, D-Mass., sponsor Rep. Bill Gradison, R-Ohio, at an Oc- and the schools would be responsible of S 1933, hopes to get it to the Senate tober Ways and Means hearing. for all loan-servicing costs. floor before Congress adjourns. Concurred Grandy, "All of us are This is in response to a proposal Kennedy said he was pleased with committed to incremental reform be- floated earlier in the year by the Bush the unanimous support for the bill, fore the election." administration to scrap the loan-guar- which moved through the committee Those who want more can just point antee system and provide loans directly without hearings or debate. "I was all to Pennsylvania. Said Rockefeller: "A ready to hold a series of hearings," he punitive public is our best ally." By Elizabeth A. Palmer said. 3382 - NOVEMBER 16, 1991 CQ Services of Mead Data Central, Inc. PAGE 11 6TH STORY of Level 1 printed in FULL format. Copyright (c) 1991 The New York Times Company The New York Times April 30, 1991, Tuesday, Late Edition - Final SECTION: Section A; Page 19; Column 1; Editorial Desk LENGTH: 732 words HEADLINE: OBSERVER; Dead Brains Society BYLINE: By RUSSELL BAKER BODY: It's obvious the United States is ready for what used to be called socialized medicine. The Democrats ought to be leading the agitation for it and the fact that they aren't is further evidence suggesting their party is brain dead. If it weren't, Democrats would surely be beating the feathers and dust out of George Bush for doing nothing while the country's rickety private health-insurance system totters toward collapse. Statistics illuminate the political wealth waiting to be mined from the health-care issue: 33 million Americans with no health-insurance coverage at all, millions more afraid to move into better jobs for fear of losing their coverage and ever more insurers confining coverage to the healthiest, which is to say, people who least need it. More: There's the skyrocketing price of insurance for people who can't get group coverage. For people who can, there are constantly rising costs or constantly shrinking benefits, sometimes both simultaneously. The anecdotal evidence that this is a dynamite political issue is also compelling. High on the list of Great American Nightmares is catastrophic illness, so called not only because it is hard on body and soul but also because it wreaks catastrophe on a family's financial health. Even big corporations are starting to cry "Mercy!" Not long ago A.T.& T. took a strike when it tried to lighten the ever-swelling burden of its employees' health plan. Wherever a new labor contract is being negotiated this spring, there you will find management trying to reduce its commitment to employees' health-care programs. Large corporations are big mules in Washington. When they hurt, Congress and Presidents weep for their suffering, and relief is soon on the way. On health, however, even big business can't expect much from President Bush. Health care is just not a Republican issue. Democrats' refusal to make it their issue shows how desperately they now need a risk-taking prophet to bring the party back from the dead as Barry Goldwater brought the Republican Party back from the other side in the early 1960's. LEXIS'NEXIS'LEXIS NEXIS Services of Mead Data Central, Inc. PAGE 12 (c) 1991 The New York Times, April 30, 1991 Goldwater did the trick by standing for something. "Conservatism," he called it. It may have looked more like old-fashioned, radical Western populism, but whatever it was, it re-introduced ideology into a politics stultified by people who stood mainly for doing only what was necessary to get elected. This was called "pragmatism," and Goldwater's suggestion that people in politics should stand for something was at first treated as lunacy. Goldwater's 1964 Presidential campaign slogan -- "In your heart you know he's right" -- was often edited by Democratic vandals to read, "In your heart you know he's nuts." The Democrats now need just such a nut. Goldwater took a brutal beating from Lyndon Johnson in 1964, and in the process started his "conservatives" toward domination of American politics. The 1992 election ought to be the natural opportunity for Democrats to renew their acquaintance with ideas about governing a country with staggering problems. If reports of President Bush's invincibility are not exaggerated, what an opportunity for some live Democrat to start calling the brethren up from the grave. A party with nothing to lose can afford the luxury of being a party of ideas. After all these years Democrats could finally stand for something vital. For a national health-care program, for instance, even though it sounds daring and outrageous, having been long stigmatized by the medical lobby as "socialized medicine.' A nation being bankrupted at the hospital might not be so easily scared by the bugaboo word "socialized." Anyhow there are ideas whose time will come, and it's surely better politics, if you're doomed to lose, to stand for those ideas than to try out-Bushing Bush, as Democrats commonly do nowadays, by denouncing taxes and debt. What a pathetic case the Democrats are when they try to be more Republican than the Republicans, when they cringe before the gun lobby, boast of their hatred for taxes and turn their backs on America's squalor because confronting it might hurt them politically. Democrats aren't needed for such things. The number of Republicans available for the work is more than adequate. Hey, you Demos, get out of that grave -- there's a whole country out here waiting for somebody to stand for something! TYPE: Op-Ed SUBJECT: MEDICINE AND HEALTH; HEALTH INSURANCE; ELECTION ISSUES NAME: BAKER, RUSSELL GEOGRAPHIC: UNITED STATES LEXIS'NEXIS'LEXIS NEXIS Scary HEALTH CARE GOOD Politics HEALT HEALTH CAR CARE THE FOR AL FORA EW Health NEW YOR Bush and Congress will duck the issue for '92 n a rare and near-unanimous consensus, Congress and the Bush administration have agreed on two things about the NEW YOA nation's health-care system: it's a disas- ROBERT FOX-IMPACT VISUALS trous failure, and nothing much will be With any solution, an OX to be gored: Union members demonstrate for a health-care bill done about it at least through next year. To be sure, Democratic elders in the Sen- ate. have unveiled a sweeping bill that Worst off are the uninsured. But there's to puncture the myth that health is a prob- would extend health insurance to all Amer- no national will to help the have-nots, SO lem of the poor and indigent." icans, including the more than 34 million Democrats who have long championed na- The tactic is working. "It's becoming a who now have no coverage at all. And ad- tional health insurance to bring them into middle-class issue because that's who's get- ministration spokesmen, pleading for ac- the tent are now trying instead to mobilize ting scared," says Ellen Goldstein, a pri- middle-class support. That means enlisting vate-pension lobbyist. But it works only up tion, have warned that health-care costs will soak up 37 percent of the gross national the 200 million Americans who have insur- to a point: poll after poll shows that while product by the year 2030 if nothing is done ance but find it a bureaucratic nightmare voters consider health care a birthright, to slow them down. But the Democratic bill or fear it may let them down in a real they are not willing to pay for it. "People emergency. Once a week, West Virginia want to hear about health care," Murphy can't pass without George Bush's support, and Bush is waiting for it to be shot down Democrat Bob Wise gives a one-minute explains, "but they don't like any of the before he comes in with his own measure speech on the House floor, telling a medical messages-that it'll cost more or that doc- tors make too much money. There's no real calling on state and local governments to horror story: about a 2-year-old with cere- find ways to cut medical costs. And while bral palsy, for instance, who can't get ther- applause line." Worse, any solution gores at both parties hope to use health as an issue in apy because his father's insurance plan least one big OX: doctors, hospitals, insur- next year's campaign, neither wants to pay doesn't cover pre-existing conditions, or a ance companies, labor and big business all teenager with hemophilia whose father's have their own angles on the issue. Law- the political price of dealing with it before the election. "It's the scariest politics of insurance premiums have risen to $900 a makers still flinch at the memory of the re- all," says Republican consultant Mike month. "I'm putting faces in front of the bellion of the affluent elders two years ago Murphy, "because there's no easy answer." statistics," Wise explains. "And I'm trying when retirees were asked to pay part of the cost of catastrophic health care. For all those hazards, law- makers headed by Sen. Ted The Costs of Care Kennedy have worked for two decades to pass a national- Climbing medical charges are pricing many health bill. They have recruits Americans out of the health-care market. these days in a band of younger legislators who sense the power The U.S. spent $671 billion on health care in of the issue. But it's a measure 1990, twice the amount spent eight years ago, of the times that the Democrat- Canada's national health-care system spent ic bill proposed this month is $1,683 per capita in 1989 percent of GNP); remarkably similar to one that the U.S. spent $2,354 (12 percent of GNP). Kennedy scorned as inade- More than 34 million Americans have no quate when Richard Nixon of- fered it in 1971. The measure health insurance. would force all U.S. businesses Of the uninsured, 85 percent are employed. to "play or pay," either enroll- About 27 percent of Hispanics are uninsured, ing their employees in health- 20 percent of blacks and 12 percent of whites insurance plans or paying into By one estimate, the U.S. will have 140,000 an "AmeriCare" fund that more physicians by the year 2000 than in 1986, would buy insurance for all DAVID YORK-MEDICHROME adding $40 billion to the nation's health bill. Americans not enrolled in busi- Bigger bills: In an intensive care unit ness plans. The scheme started as a bipartisan measure and 18 NEWSWEEK JUNE 24, 1991 still has a surprising amount of qualified Sununu argues that it's even less impor- are tackling the health-care problem," says support from interest groups, including the tant to affluent Republicans, SO why should a disgruntled senior administration aide. National Association of Manufacturers. It Bush risk anything before he has to? "It's "The reality is, we are avoiding it." would cost $6 billion in its first year, with just too hot," says one of his aides. And How the issue will play in political reali- funding largely unspecified, but its spon- Bush himself tends to side with Sununu, ty is anybody's guess. For West Virginia sors maintain it would save $78 billion in taking a minimalist approach in the belief Sen. John D. (Jay) Rockefeller, sponsorship national health costs over five years. that there's little the government can do in For his part, George Bush made a cam- of the Democratic bill is a high-stakes gam- any case. As with other domestic matters ble that could make or break his presiden- paign promise in 1988 to provide "access to (page 20), the president wants to throw the tial hopes. Other Democrats, like Texas health care for all Americans," and he has hot potato back to state and local officials. Sen. Lloyd Bentsen, worry about the bill's assigned Louis Sullivan, secretary of 'Avoiding it': So, while stalling on Sulli- health and human services, to head a task cost to small businesses. Republicans are van's report, the White House strategy is to force on how to doit. Sullivan, who says he's quick to underscore that: Senate Minority drop minor bills into the vacuum. Bush has "a doctor first and a politician second," is Leader Bob Dole said the bill's sponsors are already proposed a medical-malpractice re- "looking for a new pocket to pick, and small eager to move. But when he went to the form, asking states to limit jury awards to business will fill that role.' In the end, it will White House recently to report progress, $250,000 for pain and suffering and provide depend on how much fear of ruin Bob Wise he was told not to rush. The task force isn't mediation for malpractice disputes. And he expected to report for at least six months. and his colleagues can drum up. If the issue announced last week that he will ask Con- Sullivan is at odds with chief of staff John remains number four on Sununu's charts, gress for $40 million next year for vaccines Sununu, whose polls show that health care the president has probably won his bet. and clinics to immunize poor, inner-city is only the number-four priority for voters. children. "The idea is to make it look like we LARRY MARTZWITH ELEANOR CLIFTAND ANN McDANIELin Washington Rocky for President? WV ith health care one of the The more serious matter is if WE nation's top pocketbook there were nothing to reduce issues, Democrats want a can to a sound bite, he says. In the didate with a good bedside Senate, he is highly regarded manner West Virginia Sen for the zeal he brings to issues. John H. (Jay) Rockefeller Next week; he will report on may be just what the spin doc- the findings of a National tor ordered. Rockefeller has Commission on Children. "I name recognition, a towering don't know if he's got the mag- physical presence, and the re ic, or any magic," says Demo- spect that comes from being cratic consultant Michael Mc- one of the Senate's leading Curry But someone with a health-care: advocates. "We good basketful of ideascangoa) have to act now to make sure long way in this race you t have to be a Rocke Rockefeller may find it hard feller to afford decent health to talk convincingly about the care in this country, he says squeeze on middle-class vot- Rockefeller is among the lat- ers His wealth has been esti- est undeclared candidates to mated at $100 million; his be talked up as the Democrat Washington home has 11 ic standard-bearer in '92 bathrooms and a treehouse RICK STAR Because of his expertise, that could pass for a starter Trying to make health policy a winning issue: Jay Rockefeller he is better positioned than home But the Democrats other presidential hopefuls have had good luck with the into West Virginia politics, to use health care as a meta, of its steel mills and coal moneyed class (FDR, JFK) spending $12 million to be phor for Bush's failure to ad mines symbolizes the past, And Rockefeller has paid his re-elected governor and $12 dress domestic problems. But not the future. But Rockefel- dues He was a VISTA volun million on :his 1984 Senate Rockefeller has trouble trans- ler has overcome the suspi- teer in) the 1960s, working race. But it took decades lating his good intentions into cion of Yankee outsiders in with the poor in West/Virgin before he convinced people, crisp campaign speeches. He one, of the nation's poorest ia. "I was a New Yorker; I had he was motivated by more is a candidate in search of a states. He says his forays Washington license plates; I than ambition. "I'm the first sound bite. around the country have been was 6. feet 6½ inches. I Rockefeller in a thousand Rockefeller finds it hard to "exhilarating," and that he went around saying, I want generations to put poor peo- settle for the picture gloss. will decide whether to run to do good'. ple. to work and not make He is a cosponsor of the Demo this summer. He's not wor- Steel mills: The experience money at it," he once joked: cratic national health bill ried about raising money. radicalized Rockefeller, a Re- His twosterms as governor and as chairman of the Pep 'People get a kick out of writ- publican and a nephew of Nel- aren a compelling case for per Commission, last year ing a check to a Rockefeller," son Rockefeller, and prompt- what he would do for the coun- recommended a $66 billion he says. But will anyone get a ed him to become a Democrat try. West Virginia's grinding overhaul of the health system kick out of voting for him? He virtually bought his way poverty continues; what's left ELEANOR CLIFT NEWSWEEK JUNE 24, 1991 19 Services of Mead Data Central, Inc. PAGE 22 27TH STORY of Level 1 printed in FULL format. The Associated Press The materials in the AP file were compiled by The Associated Press. These materials may not be republished without the express written consent of The Associated Press. June 11, 1991, Tuesday, PM cycle SECTION: Washington Dateline LENGTH: 785 words HEADLINE: WALTER MEARS: Health Insurance Is a Hot Issue, But Not at the White House BYLINE: By WALTER R. MEARS, AP Special Correspondent DATELINE: WASHINGTON KEYWORD: What Health Care BODY: One of these election years, national health insurance is going to become an issue that can swing votes - but the White House seems to be wagering that it won't be 1992. The administration is handling health care with a study and silence, except for President Bush's proposal to control spiraling medical malpractice costs by seeking to limit damage awards. Bush will discuss his domestic agenda in a White House address Wednesday night, but an administration health care proposal is not expected to be part of it. Democrats are pushing legislation to overhaul the whole system; while formulas vary, the objective is universal health insurance coverage. There are some Republican proposals along similar lines. The measures come with titles that sound more like political slogans than laws: Health USA, Americare, Medicore, Health Care for All Americans. That may be appropriate on a subject that has been under political debate for decades. It's been the topic of more talk than action, and may be again. But let health care costs and needs continue unanswered, says Democratic Sen. John D. Rockefeller IV of West Virginia, and it will lead to economic collapse. At current escalating rates, Rockefeller said, the $$765 billion that will be spent on health care this year will become $$2 trillion in the year 2000. Rockefeller is exploring a bid for the Democratic presidential nomination, and health care is one of his issues. That amounts to a test case on the kind of complex problem that is hard to handle in the shorthand of a political LEXIS'NEXIS'LEXIS'NEXIS Services of Mead Data Central, Inc. PAGE 23 The Associated Press, June 11, 1991 campaign. There's no question about the need to do something. The questions are what and when and how to pay for it with the government deep in the red and constrained by the spending limits of the 1990 budget deal, ceilings that last past the 1992 election. The administration is considering health care proposals, but the topic is not high on the priority list. That yields the subject to the Democrats, for whom it is not new business. They're been at it since Harry S. Truman's time. The Medicare program of health insurance for the elderly was a Truman administration proposal, but Lyndon B. Johnson was president before the bill became law, 20 years later. Truman also favored broader national health insurance, which didn't stand a chance in his time. There have been Republican initiatives too. Richard M. Nixon proposed a national health insurance plan in 1971, with employers and workers to share the cost of basic coverage and the government to insure the poor. Democratic critics pointed to gaps and limits in the Nixon plan; Sen. Edward M. Kennedy of Massachusetts called it a formula for "poorhouse medicine." But a debate once centered on health care for the needy now involves a problem that is reaching the middle class, as health costs and insurance rates soar, and employers cut back benefits or coverage. And Kennedy is now co-sponsoring a plan that shares some features with that old Nixon proposal. An estimated 34 million to 37 million Americans have no health insurance; more than 60 million are under-insured against the costs of major illness. The health care expenses of large U.S. businesses increased by nearly 22 percent in 1990. Health care costs equal more than 12 percent of the gross national product. Proposals for change range from government health insurance to cover every American to voluntary systems with incentives to business to provide health coverage for their employees. Senate Democratic leaders have proposed what Sen. George J. Mitchell, D-Maine., called a compromise, to guarantee coverage by requiring that employers provide insurance or pay an extra payroll tax to finance government health insurance. That plan also would include medical cost controls, and government health insurance for the needy, at an estimated cost of $$6 billion, with no immediate proposal for raising the money. That's one problem; another lies in Republican, conservative and small business opposition to the mandatory provision to insure or be taxed. Still, after all the years of talk about health costs and insurance, something is going to happen, perhaps not immediately, but soon. LEXIS NEXIS'LEXIS'NEXIS Services of Mead Data Central, Inc. PAGE 24 The Associated Press, June 11, 1991 The American Medical Association, a bastion of opposition to government involvement in health care in Truman's era and long after, now favors reform to guarantee that all Americans can get care. "An aura of inevitability is upon us," said an editorial in the AMA Journal. "For millions of Americans ... health care is the pocketbook issue," said Rockefeller. EDITOR'S NOTE - Walter R. Mears, vice president and columnist for The Associated Press, has reported on Washington and national politics for more than 25 years. LEXIS' NEXIS'LEXIS NEXIS Services of Mead Data Central, Inc. PAGE 4 5TH STORY of Level 1 printed in FULL format. Copyright (c) 1991 The Christian Science Publishing Society; The Christian Science Monitor August 5, 1991, Monday SECTION: THE U.S.; Pg. 1 LENGTH: 819 words HEADLINE: Rising Cost Of Health Care Could Hurt Bush BYLINE: John Dillin, Staff writer of The Christian Science Monitor DATELINE: WASHINGTON KEYWORD: Stats HIGHLIGHT: Impact on family budgets concerns voters, pollsters say. QUESTION OF ACCESS BODY: EVERY time a Chrysler rolls off an assembly line in the United States, the cost includes at least $700 in health-care expenses for the company's employees. Health-care costs at Chrysler Corporation, like thousands of other American businesses, are becoming an overwhelming burden that is driving up product prices, cutting profits, and threatening the prosperity of American firms and families. Democrats say health care will be the most critical and controversial domestic issue of the 1990s. They say it could bring about a political showdown with George Bush that could put a Democrat back into the White House. "Americans see major problems in the health-care system and want strong public solutions," says Celinda Lake, a Democratic pollster. Republicans admit there is cause for concern. "The political future of the country is up for grabs here," says Doug Bailey, a Republican consultant. The domestic agenda, "led by health care, = is what the battle will be about, he predicts. Thirty-five million people in the US have no health insurance, but Ms. Lake says the problem goes far beyond "compassion" for those uninsured Americans. Even people with good jobs and insurance sense that they are increasingly at risk, she says. Costs are escalating so fast that millions feel in danger. Pollster Humphrey Taylor, president of Louis Harris and Associates Inc., agrees. "Fear of losing one's health insurance is now a major concern," he says. "This is a pocketbook issue, not a compassion issue, for most voters," Lake says. As one voter recently told her in a focus group: "Affordability is the biggest problem. If you speak of access, you should be able to afford it. Something could be there, available. But if you can't LEXIS NEXIS'LEXIS'NEXIS Services of Mead Data Central, Inc. PAGE 5 (c) 1991 The Christian Science Publishing Society, August 5, 1991 afford it, what good is it?" The crisis that Lake and Mr. Taylor see in health care has sprung from several causes. 1. The middle class "squeeze." Ever since the 1970s, middle- class incomes have leveled off. Wives often must enter the workplace just to keep their families on the same economic level that a single breadwinner could attain in the 1950s and 1960s. 2. Job insecurity. Many sources of steady jobs banks, auto companies, and steel mills, to name a few - - have hit hard times. That has forced millions of people to take lower-paying jobs, often without fringe benefits like health insurance. 3. Soaring costs. Americans spent $604.1 billion on health care in 1989, or about $2,400 per person. That is double the per capita spending in many European countries where health-care access is guaranteed. Health-care inflation in the US has outpaced inflation in every other segment of the economy since 1981. Lake explains the political fallout this way: "The 1992 election comes at a period when voters are worried about the economy, their standard of living, their children's economic future, and the general direction of the country. Today, rising prices are voters' top economic concern and the cost of health is central to those concerns." The political question is: Can Democrats agree on a plan to solve the problem? Or will the Republicans co-opt them? There are many competing ideas, ranging from the nationalization of health care to tinkering with the present system. A number of leading senators, including majority leader George Mitchell of Maine, John D. Rockefeller IV of West Virginia, Edward Kennedy of Massachusetts, and Donald Riegle of Michigan, introduced the principal Democratic proposal June 5. Senator Mitchell noted at the time: "We must find a way to bring health-care costs under control or we risk adding millions more to the rolls of the uninsured and ultimately face a total collapse of the health-care system." The heart of their proposal is "play or pay." Employers would be forced either to provide health insurance or to pay a tax that would go into a fund known as AmeriCare. Those not covered by employers would have access to AmeriCare coverage. The bill would also create the Federal Health Expenditure Board, which would set spending goals to hold down costs. The American Medical Association supports a plan that would require employers to provide health insurance and would create risk pools to insure people now considered uninsurable. Medicaid would be expanded to provide uniform nationwide coverage for those who could not afford it. LEXIS'NEXIS'LEXIS'NEXIS Services of Mead Data Central, Inc. PAGE 6 (c) 1991 The Christian Science Publishing Society, August 5, 1991 Others, such as Rep. Marty Russo (D) of Illinois, support a Canadian-style system in which the federal government would pay all health-care costs. This "single-payer" system would save so much in administrative costs that it could cover all of today's uninsured Americans with no increase in spending, its supporters claim. Yet Robert Moffit of the Heritage Foundation sees danger in all this for Democrats: "Everybody says they want high- health care, but nobody wants to pay for it. The Democrats run the risk of overpromising It has lots of political danger." LEXIS NEXIS'LEXIS NEXIS Services of Mead Data Central, Inc. PAGE 37 68TH STORY of Level 1 printed in FULL format. Copyright (c) 1991 Globe Newspaper Company; The Boston Globe June 2, 1991, Sunday, City Edition SECTION: NEW HAMPSHIRE WEEKLY; Pg. 1 LENGTH: 1199 words HEADLINE: N.H. stakes rising for Democrats in '92; NEW HAMPSHIRE WEEKLY BYLINE: By John Milne, Globe Staff DATELINE: ATKINSON KEYWORD: NEW HAMPSHIRE POLITIC DEMOCRATIC PARTY BODY: Cindy Leuschner is a single mother of two from Salem who lost her job as an electronic-parts assembler last year. She has no insurance to pay for her 11-year-old son's allergy shots or for her 9-year-old daughter's eye surgery. Despite President Bush's popularity in the polls, Leuschner's economic condition may persuade her to vote for a Democrat. "I have a lot of different feelings about Bush," Leuschner said. "I think Bush is for the people with money." Barbara Parker is a resident of Epsom whose husband, John, a carpenter, is out of work. They lost their health insurance last week. "We're middle class," she said. "We don't get a tax break. We don't get squat." Leuschner and Parker are the kind of voters the Democratic presidential candidates are looking for. Politicians and insiders agree that this year the presidential sweepstakes is shaping up differently. The New Hampshire primary, now scheduled for Feb. 18, has always picked winners. No one has been elected president without winning in New Hampshire. But because of changes in the political calendar and the apparent decline in influence of the Iowa caucuses - few candidates are traveling through Iowa this month - some insiders contend that the nation's first primary will be even more influential this campaign. The only announced candidate for president, former US Sen. Paul Tsongas of Massachusetts, has made several political trips to New Hampshire and expects to open a campaign office this month. In the past two weeks, other Democratic hopefuls such as Sen. John D. Rockefeller 4th of West Virginia, Sen. Tom Harkin of Iowa and Senate Majority Leader George J. Mitchell of Maine have tested the waters. And other potential candidates have been calling prominent Democrats in the state. More entries in the primary are anticipated. "I wouldn't be surprised to see as many as 12 candidates in the race," said Boston pollster Brad Bannon at a recent reception in Sunapee. LEXIS NEXIS'LEXIS'NEXIS Services of Mead Data Central, Inc. PAGE 38 (c) 1991, The Boston Globe, June 2, 1991 Bush plans to announce for reelection this fall, aides say, and so far he has no Republican opposition. Among the Democrats, the candidates "are all trying to come up with a message," said the state House Democratic leader, Mary Chambers of Etna. In 1988, most Democrats agreed on the issues and stressed personal and character issues. In 1992, candidates are offering Democrats a kind of multiple-choice test on which direction the party should take. "What you're going to see in 1991 and 1992 is a crossroads for the party," Tsongas said recently in Manchester. This is why Leuschner stood on a steamy blacktop surrounding Palmer Gas Co. talking to Rockefeller, who said he is "aggressively pursuing the possibility of running for the presidency in 1992." Health care, on which expenditures have doubled in a decade to $ 660 billion, is one area analysts say Bush is vulnerable. And health care is one area Democrats are trying to present an alternative. Rockefeller said his 11-year-old had allergies, but because he is the great-grandson of one of America's most famous capitalists, he is able to afford medical treatment. Around them, newspaper photographers and TV camera crews jockeyed to get the 6-foot-6-inch Rockefeller and the 5-5 Leuschner in the same frame. "If you want to get ahead of this problem, you've got to have health insurance reform," Rockefeller told her emphatically. "Only the federal government can do it." When Parker made her plea at a reception in Concord, Harkin agreed with her. "I want to be a person who fights for working people," he said. Harkin said he is leaning toward a national health care program such as the one Canada has, particularly one that spends money on prevention as well as treatment. Rockefeller and Mitchell have been involved in drafting a "play or pay" proposal to be introduced this month that would replace Medicaid, the federal and state health insurance program, with Americare. Employers would either have to provide health insurance benefits at a specific level or pay a tax, estimated at about 8 percent of payroll, to provide coverage for the uninsured. Other Democrats are proposing solutions to the nation's problems. Tsongas said he believes Democrats should have greater concern about economic growth, adding that the party has for 25 years "been worrying about how you redistribute wealth instead of how you create it." He said Democrats give off an antibusiness tinge, and Americans do not trust them to run the economy. Mitchell is arguing that Democrats should pick traditional issues such as child-labor laws, civil rights, environmental legislation. "Every major step to expand opportunity, to create hope, to break down barriers of discrimination, every one was created by Democrats, usually over Republican opposition. That's our heritage," he said, "and we ought to be proud of it." Harkin, who became the first Iowa Democratic senator to win reelection in a campaign in which both sides used negative advertising, said candidates should LEXIS'NEXIS'LEXIS`NEXIS Services of Mead Data Central, Inc. PAGE 39 (c) 1991, The Boston Globe, June 2, 1991 be fighters. "I don't think we've had a good populist candidate running for president in a long time," he said. Although Harkin has one of the Senate's most liberal voting records, he has rejected the notion that he wants to expand government. Sen. Albert Gore of Tennessee, a 1988 candidate, is writing a book about the environment and is keeping in touch with New Hampshire supporters, said George Bruno of Manchester, a Democratic National Committee member. Gov. Douglas Wilder of Virginia made a trip to New Hampshire last summer. Rev. Jesse Jackson has spoken in the state twice within the past year. Supporters expect that Gov. Bill Clinton of Arkansas will run, but Sen. J. Robert Kerrey of Nebraska has been cool to offers of support. Tossups include Sen. Lloyd Bentsen of Texas and House Democratic Leader Richard A. Gephardt. Gov. Mario M. Cuomo of New York has a a number of supporters, although he has said he does not intend to run. Despite all this ferment, a survey commissioned last week by Times-Mirror Co. found that just 1 in 4 Americans, 24 percent, could name a Democrat who has been mentioned as a 1992 candidate. The biggest showings were still in single digits: Cuomo at 9 percent and Tsongas at 7 percent. Politicians and activists have contended that this lack of broad candidate recognition will bring intensive campaigning to New Hampshire, because the primary may acquire greater importance. "New Hampshire, even if California comes in, will have even more importance than it has in the past." Most campaigners and observers said that the late start of the race should not change the outcome much. "You spend an awful lot of time talking to activists who can't really help until the fall or winter," said Katherine Rogers, an organizing veteran. "And many of them want paid campaign jobs." Said Judith Reardon, a longtime Democratic organizer: "In 1988 I ended up supporting former Sen. Gary Hart, and after he dropped out, I found it embarrassing to see the long conversations that Gephardt and Michael Dukakis had with very small groups of Hart people as they tried to convince me to support them. I found the whole process demeaning to the candidates." LEXIS'NEXIS'LEXIS'NEXIS HEALTH Middle-Class Medicaid Medicaid was designed H arriet Fridkin tries not to let her to take some of the sting out. A change to help the nation's personal opinions cloud her pro- still reverberating through the system fessional advice. But Fridkin, an came in 1988, when Congress passed a poor. But with help information and referral special- ist at the Alzheimer's Association of law to help avoid impoverishing the spouses of patients who receive medicaid- from government and Greater Washington, which is located in financed nursing-home care. an affluent suburb of the nation's capital, smart lawyers, And, as Fridkin has learned, middle- sounded slightly galled as she recounted class and affluent elderly have also been relatively well-to-do the telephone call from a brother and sis- finding ways not sanctioned by govern- ter, both young professionals. They want- ment to hang on to family wealth and yet Americans are finding ed to know how they could get medicaid, the federal-state welfare program that's still take advantage of the publicly new ways to have the financed medicaid program. intended for poor people, to pick up the Fridkin said that her parents have program pick up their tab for their widowed mother's nursing- home costs while preserving her assets for eschewed such legal maneuvers and paid nursing-home bills. their inheritance. "Dad didn't mean all for her father's care themselves, though it that money to go for long-term care," has meant some financial hardship for her mother. "He feels that's not what the Fridkin recalled them saying. system's meant for," Fridkin said. "He BY JULIE KOSTERLITZ "It's not my job to prejudge them," thinks it helps bankrupt the system." Fridkin said. "It's my job to refer them" to books and professionals that can help. Though no one knows how many peo- ple are manipulating the system, a bur- But Fridkin is also sympathetic to the geoning number of lawyers and financial plight of many of the growing number of advisers are counseling affluent Ameri- callers who want to know how they can cans on how to shuffle, shed or shelter an qualify for government help without bankrupting themselves. "Most of them elderly family member's assets to qualify for medicaid nursing-home benefits. think the system's unfair, and I go along Though most such maneuvers- with them on that," she said. "Many of euphemistically known as "medicaid them saved for a rainy day, and they get a rainstorm that never ends. When you estate planning"-are entirely legal, they clearly run counter to the intent of the place someone in a nursing home, that's law. the rainstorm that never ends." In addition, several states want to tin- Fridkin isn't alone with her split sym- ker with their medicaid rules to allow the pathies. While Congress continues its long-running debate on how best to affluent elderly to use the program while reform the system, and the private insur- preserving some wealth. In broad strokes, ance industry tries to tap deep into the the program would be opened to persons who buy private long-term care insurance elderly market, medicaid is increasingly to cover some of the costs. Advocates of being used to provide an expensive bene- fit-nursing-home care-for middle-class this approach say that it's not only more and affluent elderly. humane, and preferable to having the affluent cheat the system, but that it The medicaid program, which is in- could also help slow the disastrous rise in tended to provide such care for the elder- medicaid costs. ly poor, has also long provided a safety Congress has been ambivalent about net for elderly Americans of all income the growing acceptance of medicaid as a levels-after they exhaust their earnings and assets on nursing-home care. middle-class program: concerned, but But because giving up the savings and seemingly at a loss as to how to proceed. While many lawmakers have decried let- wealth of a lifetime in their hour of need is so repugnant to middle-class and afflu- ting the wealthy dodge the rules to keep their wealth and get medicaid, no one has ent people, and so politically unpopular, the federal government and the states, seriously contemplated a major crack- down. over time, have made some concessions The private insurance industry, which 2728 NATIONAL JOURNAL 11/9/91 sees the affluent elderly as a potentially In recent years, private insurers have has come to pay for about 45 per cent of large market for private long-term care begun to market policies aimed at cover- the nation's $53 billion nursing-home bill. insurance, has begun pressing Congress ing such care, but the policies are expen- to investigate the problem, and a few car- In recent years, the pressures on the sive: The typical annual premiums at age riers want lawmakers to go after the medicaid program have gotten worse: 65 for some of the more comprehensive year after year of higher-than-inflation 'estates of deceased affluent people who policies currently range from $1,000- ended up on medicaid. Such crackdowns, increases in health care costs, program $3,000. Despite continuing improve- however, are not a politically popular expansions dictated by Congress and, ments, these policies still draw fire from option. lately, the recession-caused double consumer advocates over whether they Some key members of Congress are whammy of burgeoning welfare rolls and deliver all that they promise. slowing tax revenues. uneasy about plans, including the pro- The elderly poor can have their nurs- posed state experiments, that would pro- And the costs of long-term care are ing-home costs paid for by medicaid, and mote private long-term care insurance, expected to stay on a steep upward curve, so can the middle class-once they've saying that it's too expensive for most in part because the old are living longer, essentially bankrupted themselves by elderly, doesn't have much of a track rec- and in part because the vast numbers in ord and doesn't always deliver what it promises. These lawmakers also have philosophi- cal reservations about the state experi- ments. "I'm troubled by the idea of the medicaid program, designed to assist the poorest of the poor elderly, being used to subsidize private insurers by backing up a private insurance policy," Rep. Henry A. Waxman, D-Calif., chairman of the Ener- gy and Commerce Subcommittee on Health and the Environment, said in an interview. "I don't think it should be a program to protect the assets of middle- class people; it should be a safety net pro- gram for the poor." Waxman prefers a broader overhaul of the system. There may also be a political worry: Measures aimed at appeasing the afflu- ent could rob the health care reform movement of some of its most powerful Richard A. Bloom advocates. Rep. Henry A. Waxman, D-Calif., chairman of the Health and Environment Subcommittee Although Congress refused to grant permission for the state experiments last "I don't think [medicaid] should be a program to protect the assets of middle-dass people." year, Connecticut recently found a loop- paying for care. Roughly 20 per cent of hole in the law that allows it to proceed the baby boom generation are only a few nursing-home residents who started their anyway, and other states may follow suit. decades from old age. The Health Care stays paying for their care end up on But many state officials, including Financing Administration (HCFA), medicaid. which runs the medicare and medicaid some who say they share Waxman's Watching their life savings ebb away as programs, has estimated that medicaid's reform-minded ideas, contend that they their health fails isn't a particularly palat- can't afford to wait. "If there were a bet- nursing-home costs will grow two-and-a able option for most elderly Americans. half-fold by 2000. ter alternative, I'd be more than glad to Nor is going on welfare or getting the embrace it," said James Tallon, majority These pressures and the scarcity of second-class care that medicaid recipi- leader of the New York state Assembly funds create a de facto tug-of-war be- ents often receive. Nevertheless, the and a leading supporter of the state's tween two populations: poor women and medicaid program has become the payer proposed long-term care experiment. children, and poor and middle-class of last resort for many middle-class elder- "This discussion would not come up if we elderly. ly. Slightly more than half of all elderly were anywhere near a broad-based natio- It's a dilemma that government offi- medicaid recipients are poor enough to nal program of long-term care. We've cials don't like to acknowledge. Most be on a cash welfare program. The rest been talking about it for a long time, but think that welfare programs ought to are on medicaid because their medical I don't sense we're close to sweeping serve only the poor. On the other hand, expenses exceed their income and assets. reform." politicians don't like to confront the If this isn't ideal for the elderly, it's also problem of middle-class constituents, or a problem for public officials. The medi- even their own families, bankrupting MIDDLE-CLASS SAFETY NET caid program, which is designed primarily themselves solely to have the government to meet the short-term health care needs About 43 per cent of Americans turn- share the cost of nursing-home care. of poor women and children, has had to ing 65 this year will eventually spend time So far, however, those who are unhap- spend an increasing share of its limited in nursing homes. And when they do, py with the system haven't managed to funds for long-term care of the elderly. they're in for a shock. The average cost of surmount the political and fiscal difficul- Elderly Americans in nursing homes or nursing-home care is about $30,000 a ties of creating a public program that other long-term care facilities constitute year, and medicare, the federal health would offer universal coverage for nurs- just 5 per cent of medicaid beneficiaries care program for the elderly, doesn't ing-home or home health care. A reform cover it. but account for 22 per cent of spending plan designed in 1990 by the U.S. Biparti- under the program. Nationally, medicaid san Commission on Comprehensive NATIONAL JOURNAL 11/9/91 2729 Health Care (the Pepper Commission) ly spouses, but also toward a greater role with wide bipartisan support from its wake of the catastrophic illness insurance for medicaid as protector of the middle blue-ribbon members, envisions a limited legislation. During the highly publicized class. "If you look at what Congress has role for private insurers and, in its first campaign against the bill, which was done, it has certainly liberalized [medi- year, would cost $43 billion. It's a tough waged primarily by affluent elderly who caid] and made it available to more peo- sell, especially when added to the expect- felt that it imposed a tax on them not ple," said M. Garey Eakes, an attorney in ed billions in costs to overhaul the broad- commensurate with the added benefits, Arlington, Va., who specializes in legal er health care system. many Americans became aware for the affairs of the elderly. In the meantime, the federal govern- first time that neither medicare nor the ment and the states have tried to make catastrophic illness benefit covered nurs- some accommodations. Many state gov- THE ARTFUL DODGERS ing-home care. Before passage of the bill, ernments have established comparatively polls conducted by the American Assoc- The medicare catastrophic act and the lenient eligibility standards for the elderly iation of Retired Persons (AARP) found spousal impoverishment provision may to qualify for medicaid's nursing-home that nearly two-thirds of elderly Ameri- also have expanded medicaid's role for benefits. In 31 states, there is no limit on the middle class in unintended ways. cans thought such care was covered by how much income elderly people can medicare; after passage, that number For some time now, the unpleasant have and still qualify for medicaid, pro- dropped to roughly 33 per cent. prospect of spending their way into vided that their medical and nursing- In addition, large numbers of elderly poverty to qualify for help with nursing- home expenses exceed it. With rising home costs has spurred some among the Americans began seeking legal help to understand the new spousal impoverish- affluent elderly to find other, more cre- ment benefit. The new wave of clients ative ways to qualify for medicaid. And Many relatively helped to fuel the growth of a hitherto the stakes have been getting higher as the small and peripheral legal specialty: elder nation's elderly have become a wealthier affluent Americans law. The National Academy of Elder demographic group. Census figures cited Law, founded just three years ago, now in a new study by the Health Insurance boasts 1,300 members. "Spousal impover- are angling to Association of America (HIAA), for ishment helped create the elderly law example, show that the median net worth bar," said Nancy Coleman, director of of Americans age 65 and older increased shuffle, shed or from $68,600 in 1984 to $73,471 in 1988. the American Bar Association (ABA) Commission on Legal Problems of the (Over the same period, the median net Elderly. shelter their assets worth of American households dropped 3 per cent, to $35,752.) Once merely a variant of estate plan- ning, this specialty has increasingly come Some have simply lied about their to qualify for to focus on helping the affluent plan for assets and hoped they wouldn't get disability in old age, including such mat- caught. Others have tried more sophisti- medicaid nursing- cated gambits, often on the advice of ters as establishing a "living will" to gov- lawyers, that stayed within the letter-if ern choices in medical care or providing for power of attorney in the event of home benefits. not the spirit-of the law. mental incompetency. There are, as it turns out, numerous A sizable portion of the business, how- techniques for sheltering assets or trans- ferring them to family members as a pre- ever, consists of "medicaid estate plan- lude to getting medicaid to pay the tab ning." Once in the door, clients seeking advice on the spousal impoverishment for nursing-home care. Among them: nursing-home costs, people with progres- rule could find out about a whole host of opening joint bank accounts; holding sively higher incomes have become eligi- other asset and income-shifting tech- property in joint tenancy; investing in ble for the program. (There are still ceil- niques. irrevocable, nontransferable annuities; ings on the assets one can have and Although Congress has passed a vari- and paying family members for services, qualify, but the law makes some excep- ety of laws over the past decade that are such as shopping and transportation. tions to these rules.) Although states can attempt to recoup intended to guard against such abuses, And, in 1988, Congress made an im- most of them are fairly ineffective. money from the estates of deceased med- portant concession. The "spousal impov- According to Eakes, the president of the icaid recipients, few do so aggressively. A erishment" benefit-one of the few pro- 1988 report by the inspector general of academy, a provision of the catastrophic visions to survive when the ill-fated coverage law that appears to make asset the Health and Human Services (HHS) medicare catastrophic coverage act was Department found that just over half the transfers more difficult actually makes repealed in 1989-substantially raised states tried to recover money from them easier. Before the change, he says, the amount of income that spouses could someone in Virginia who transferred estates and that only two states placed retain before handing the balance over to liens on homes as an asset-recovery tech- $12,000 in assets with the intent to qualify medicaid to help defray the cost of a nique; moreover, most states recovered for the medicaid program would be patient's nursing-home care. Federal law only a fraction of what they might have penalized by being made ineligible for 40 allows states to let "at-home" spouses been able to. If every state recovered months. Now, under the new law, such an retain as much as $66,480 of the couple's assets as effectively as Oregon, the most offender would be ineligible for only 8 months. combined assets and as much as $1,662 in effective state, the report said, nation- monthly income. wide collections in 1988 could have been The medicaid estate planning business Although the new benefit got lost in $589 million instead of the $74 million is booming. For starters, there's been a the political hubbub over the catastrophic that was recovered that year. spate of how-to books, including the benefits bill, a few observers at the time brazenly titled Avoiding the Medicaid Although hard data are lacking, many cited it as an important symbolic move: Trap: How to Beat the Catastrophic Costs experts say that public interest in medi- toward more-humane treatment of elder- caid eligibility stratagems increased in the of Nursing Home Care (Henry Holt, 1989): "By following the tips on these 2730 NATIONAL JOURNAL 11/9/91 pages, an older person can save most portion of the need, and beyond that help needier individuals. Moreover, he point- or all of their savings, despite our law- those who need public support?" ed out, long-term care insurance is a makers' best efforts," writes author Under the experimental plan, elderly risky, unproven line of business in which Armond D. Budish. participants would contribute to the cost policies are often purchased 20 years in 'Budish and other lawyers in the busi- of their care in a more rational way: by advance of need. What happens if insur- ness say that they're providing an impor- pooling risks. With medicaid as a back- ers are unable to make good on the poli- tant service, principally for middle-class stop, insurance companies could limit the cies? people who are in a tough spot. The very risks they assume and, as a result, offer HCFA officials privately expressed wealthy looking to shield large assets for more affordable policies to consumers. their reservations to Capitol Hill lawmak- posterity are, they contend, a minority. This approach would avoid the indigni- ers about launching an experiment that Even so, Eakes said, "Whether it's right ties of impoverishment, foundation and could take 20 years to produce meaning- or wrong with respect to financing long- state officials maintain, while presenting ful results. Typically, medicaid law is term care, it's a pretty well-entrenched an alternative to cheating the system. waived only to permit short-term experi- notion in this country that one of the best Such a plan, its boosters further main- ments. things you can do for your family is pass tain, would save the states money; the But the real problem, many critics con- wealth to them at end of life." more middle-class people who buy insur- tend, is the implied change in medicaid's Although the ABA's Coleman was ance, the fewer who will "spend down" mission. Should a program designed for among the founders of the National their savings and end up on medicaid at the poor help the rich pass wealth to their Academy of Elder Law, she confesses to public expense. heirs? And should it serve as a stop-loss being disturbed by many of its members' Connecticut, the first state emphasis on medicaid estate planning. "I to begin developing the idea, wish we had an adequate way of paying envisions a system in which for it, but I don't think we should be rob- those who buy private insur- bing the poverty program to do it," she ance can keep a level of said. assets equal to the amount "I harangue them constantly," Cole- the policy pays out on their man said of her colleagues. "I explain to behalf and still be eligible for them the problems this creates for the medicaid if and when the public trust. They argue that it's their private benefits run out. ethical obligation as attorneys to explain Someone with modest assets to clients all the options that might be who bought a one-year poli- before them." cy, for example, might be able to protect roughly $30,000 in assets should he THE STATES JOIN IN or she then require medi- For different reasons and in different caid's help. ways, a few states are also trying to find To proceed, the states last ways to allow more of the affluent elderly year sought a congressional to benefit from the medicaid program. waiver of certain medicaid Over the past five years, with planning provisions. But during hear- grants from the Robert Woods Johnson ings by his subcommittee, Foundation, seven states have been try- Waxman and several wit- ing to devise experiments that would nesses questioned whether allow these elderly to hang on to more of the proposed experiments their assets, and be entitled to medicaid would benefit all parties as benefits, provided that they bought long- advertised. term care insurance first. Private insurance has The foundation's premise is that a major pitfalls, warned Phyllis costly new public plan is unlikely to be Torda, the director of health enacted any time soon. Moreover, the policy for the Washington- Richard A. Bloom fledgling private insurance industry has based Families USA Foun- too many problems to offer a major solu- dation, a group that's con- Nancy Coleman of the American Bar Association tion to the nursing-home needs of the cerned with the low-income She's disturbed by "medicaid estate planning" practices. middle class. Chief among the problems: elderly. She expressed con- Such insurance policies are a risky propo- cern that only wealthy individuals could program that helps limit the risks faced sition for carriers and, in any event, are afford the insurance. Moreover, she by private insurers, and thus helps them too expensive for many potential cus- argued, insurance companies can exclude market their products to the affluent? tomers. But a well-crafted partnership people they consider to be bad risks and "This whole question of the role of between the public and private sectors often find grounds for refusing to pay government in paying for the long-term might help solve these problems. claims. care of people who are not poor is a very "The whole premise is that the public Lawrence H. Thompson, the assistant value-laden issue," said Gail R. Wilensky, side cannot handle the whole burden and comptroller general for human resources the administrator of HCFA. "It has not neither can the private side," said David at the General Accounting Office, also come up and been resolved in the way we Guttchen, a planning analyst with the warned that the experiments could actu- are going to have to do." Connecticut Partnership for Long-Term ally hurt low-income people. Some of Although the Senate approved the leg- Care, the government office that's man- them could allow in wealthy people who islation and the House approved a more aging the experiment in the state. "Can otherwise would not have participated in restrictive version, the measure ultimate- we create a private market that meets a the program, he said, at the expense of ly was dropped in conference last year. NATIONAL JOURNAL 11/9/91 2731 But Connecticut recently found a way to gressional complacency. HIAA recently as a condition of eligibility on everything proceed legally without congressional issued a report on the dodging of medi- you own." approval by exploiting a provision of the caid's "spend down" provisions, which it Such crackdowns are a tough sell polit- law that was originally intended to let called "middle-class welfare," and it has ically. The dismal track record of states in states extend medicaid coverage to more begun shopping the report around to key estate recoveries, as documented by of the poor and near-poor elderly. "That Senators. (The Senate's Special Commit- HHS's inspector general, suggests that part of the law they are drawing on tee on Aging is currently considering state officials, who live closer to the gov- was not [intended] for the purpose whether to schedule hearings on the erned, have instinctively grasped the they're using it for," Wilensky said. She issue.) And LTC Inc., a Kirkland political downside of such a policy. Those added, however, that HHS, HCFA's fed- (Wash.)-based broker of long-term care who haven't might want to consult the eral parent, was obliged to approve the insurance, has hired Stephen A. Moses, September 1991 issue of Campaigns & plan. who wrote the HHS inspector general's Elections magazine. In an article on how Despite HCFA's reservations about report as a government employee, to to defeat incumbents, the magazine the states' experiments, Wilensky said, research the issue and stump the country advises challengers: "Never underesti- mate the ability of elected officials to say and do incredible and dumb things. Can you imagine a law allowing state govern- ment to foreclose on the homes of de- ceased medicaid recipients to recoup medicaid payments? Two states have such laws. Someone voted for them." Moses and some state officials say that they would like Congress to provide them with some political cover by making such recoveries mandatory. To federal law- makers, it sounds about as inviting as the proposition, "Let's you and him fight." Moreover, many lawmakers are uneasy about the matter of exactly what role pri- vate long-term insurance should play in the system. Waxman and Energy and Commerce Committee chairman John D. Dingell, for example, have expressed con- John Eisele cern over Connecticut's use of a legal loophole to forge ahead with its experi- ment, as well as reports that other states Stephen A. Moses, director of research for LTC Inc., which sells long-term care insurance are planning to do the same. Although Washington "should make it easy for those who need it to get care without playing games." Connecticut has relatively strict limits on the income and wealth it allows privately she applauds their attempts to encourage to make the case for a get-tough stance insured individuals to retain once they collaboration between the public and pri- on estate recoveries. are on medicaid and also has a variety of vate sectors on financing long-term care. Officials of the trade association say consumer protections in place, some poli- Lawmakers on Capitol Hill haven't that they are acting out of concern about cy makers are worried that other states tried to short-circuit Connecticut's exper- the impact on the program's primary mis- could proceed without such limits and iment, but Waxman said that he might sion of helping poor women and children. protections. act if other states follow suit. Delineating (The group's health care reform proposal More important, some worry that med- the roles of the public and private sectors urges that medicaid coverage be extend- icaid's progressive drift toward accommo- in long-term care needs to be done care- ed to a broader segment of the needy.) dating the affluent elderly will get in the fully and explicitly at the federal level, he "This has been shoved under the rug for way of reform efforts. Joshua M. Weiner, contended. "If you're going to have a years and years," said Richard E. Curtis, a senior researcher at the Brookings social insurance system of some sort, you its director of policy development and Institution, faults the idea behind Con- have to think through what role, if any, research. "But when the desperately poor necticut's experiment: protecting assets. [companies in] the private sector should and vulnerable are being hurt as bad as "That's absolutely the weakest card that have," he said. "If they have a role, it they are [by medicaid cutbacks during the reform advocates have to play," he said. should be clearly spelled out and con- recession], it's very important that we go "If this is only about asset protection, I sumers adequately protected." back and look at this." don't think you'll get broad support." But insurance industry officials also Others, including John C. Rother, the concede that they hope such crackdowns WASHINGTON'S INERTIA director of legislation and public policy at will force more Americans to consider the AARP, which opposed the bill per- As the philosophical underpinning of buying private long-term care insurance. mitting the experiments last year, worry the medicaid program erodes around Moses is outspoken on the point. The that attempts to mold the medicaid pro- them, most of Washington's policy mak- federal government, he says, "should gram to help the nonpoor will make it ers haven't yet focused on the problem. make it easy for those who need it to get tougher to get reforms for everyone. While some lawmakers and executive care without playing games, but there "When you say the top 10 per cent-of the branch officials are worried, they seem to should be no transfer of assets. The quid elderly can do this, you create a political be at a loss for knowing how to respond. pro quo is if you don't plan ahead [and problem getting support," he said, The insurance industry has recently buy insurance to protect your assets], you "because this group will have bought mounted a campaign to shake the con- can't just give it away. There'd be a lien themselves out of the problem." 2732 NATIONAL JOURNAL 11/9/91 Services Mead Data Central, Inc. PAGE 25 28TH STORY of Level 1 printed in FULL format. Copyright (c) 1991 Globe Newspaper Company; The Boston Globe June 11, 1991, Tuesday, City Edition SECTION: OP-ED; Pg. 23 LENGTH: 630 words HEADLINE: A plan that could aid Medicaid and the states' cash burden BYLINE: By Robert L. Turner, Globe Staff KEYWORD: MEDICAID COST MASSACHUSETTS BODY: Democrats are hungry for new ideas? How's this: Federalize Medicaid. Rep. Joseph P. Kennedy is preparing legislation that would take the whole, huge, budget-busting program of health care for the poor and give it to Washington. Sure, it would cost a not-so-small fortune to take over the states' share of the massive program. In a time of massive and persistent federal deficits, many in the capital will dismiss the idea out of hand. But cost is Kennedy's central argument. Now, he says, "with 50 different state programs, there is absolutely no cost containment." Medicaid, according to Kennedy, should be modeled after - and combined with - the Medicare program that delivers health care to the elderly that is both better and cheaper, despite the fact that the pay scale for specific services is higher than Medicaid. The secret, Kennedy says, is having a single payer to control "outrageously high annual cost increases." Ways might be found to pay for a federal takeover. Kennedy says it can be done by raising federal taxes on gasoline, wine and beer. Others might suggest a trade-off, with the states agreeing to pay a large share of some other programs, such as transportation, which match state contributions at a higher rate. When state dollars are matched nine-to-one by Washington, there is an obvious incentive for extravagance. The flip side of the cost argument is that federalizing Medicaid would give a heaven-sent windfall to the states, 35 of which are struggling with deficits - almost all driven partly or largely by Medicaid. Nearly all these states have been raising revenues, through taxes or fees, and cutting services at the same time. These trends obviously can't continue simultaneously forever. LEXIS'NEXIS'LEXIS'NEXIS Services of Mead Data Central, Inc. PAGE 26 (c) 1991, The Boston Globe, June 11, 1991 The national recession, which has contributed to state deficits, will presumably go away eventually, but the budget-busters threaten to keep the states in hock forever, and Medicaid is chief among them. Nationally, according to Kennedy, the cost of Medicaid went up 18 percent last year and is expected to rise 25 percent this year. So his proposal is not simply a one-time bailout for the states, but a realignment of the federal-state relationship that may be necessary, sooner or later, if the states are to avoid perpetual penury. Though Kennedy doesn't stress it, the politics could become interesting here, too. Several of the states with the worst deficit problems have Republican governors - - Massachusetts and California for starters. "There would be tremendous benefits for Massachusetts," Kennedy said - about $ 800 million a year. For any governor, Kennedy said, "I would think this would be difficult to turn down." While the questions of who wins and who loses, and who pays the bill, are important, Kennedy's proposal raises the more fundamental issue of where responsibility for health care in America properly belongs. Leaving the Medicaid part of it with the states "just hasn't worked," he said. There are gross disparities between some states over the quality and variety of services provided. In some areas people have difficulty getting access to the care they need because doctors and hospitals discourage Medicaid recipients. And the price tag is huge, and ballooning. Kennedy estimates $ 8 billion could be saved that is now being wasted. The cost to Washington, he says, would still be $ 30 billion annually, or $ 22 billion if combined with Americare, the universal health proposal that would bring in some private insurance paid for by businesses. Other estimates will vary. Kennedy hasn't even begun to seek cosponsors for his bill, which is being worked on in the legislative counsel's office. But it is a proposal that deserves to stimulate some serious debate, and maybe even some real progress. LEXIS'NEXIS LEXIS'NEXIS Services, of Mead Data Central, Inc. PAGE 30 39TH STORY of Level 1 printed in FULL format. Copyright (c) The Bureau of National Affairs, Inc., 1991 BNA PENSIONS & BENEFITS DAILY June 6, 1991 LENGTH: 2415 words Health Care SENATE DEMOCRATS UNVEIL COMPREHENSIVE PLAN TO REFORM U.S. HEALTH CARE SYSTEM WASHINGTON (BNA) - Senate Majority Leader George Mitchell (D-Maine), along with Sens. Edward Kennedy (D-Mass), Donald Riegle (D-Mich), and Jay Rockefeller (D-WVa), June 5 introduced a comprehensive health care reform package featuring a "play-or-pay" provision that would require employers to provide health insurance for employees or pay a payroll tax. The health care package (bill number not yet available), which is intended to guarantee affordable health care for all Americans, builds on the current employer-based health insurance system and would provide public insurance for uninsured individuals, both employed and unemployed. The goals of the plan, according to Democratic staff members, is to provide universal access to health care and to contain health care costs. In unveiling the proposal Mitchell said Democrats are not critical of the administration for not coming forward with its own plan. Rather, he said, Democrats encourage the president to participate in this effort are hopeful the Bush administration will view this as a "serious, thoughtful effort." To encourage businesses, particularly smaller ones, to provide health care for employees, the bill calls for a 25 percent tax credit for the cost of insurance provided to lower-income employers by small businesses. All businesses, including those eligible for the tax credit, would be able to deduct the cost of health insurance, and the 100 percent deduction would be extended to self-employed individuals. The insurance requirements for small businesses would be phased-in over a five-year period. Provider Cost Controls To control the volume and price of services furnished by hospitals, physicians, and other providers, the bill would establish national expenditure targets to be set by a new federal agency called the Federal Expenditure Board. The board would set national expenditure goals, in total and by sectors of the health care industry, as well as separate goals for specific states and regions. In setting the goals, the board would bring together employers and other purchasers of care with providers to negotiate provider rates and other cost control methods. If the negotiations were successful, the rates would be binding; providers charging in excess of the rate would be subject to civil monetary penalties. Otherwise, the rates would be published as recommendations that providers and purchasers would use as guidelines. LEXIS'NEXIS'LEXIS'NEXIS Services of Mead Data Central, Inc. PAGE 31 BNA PENSIONS & BENEFITS DAILY (c) BNA, Inc., June 6, 1991 The bill would allow a insurance/purchasing consortia in individual states to establish different payment rates or alternative cost control methods, as long as they achieved the goals established by the national board. At a minimum, states would be required to establish insurance/purchasing consortia that would combine insurance companies with small market shares for the purpose of paying providers-a requirement intended to reduce the number of payment entities that a provider must deal with. The consortia would make all direct payments to providers on behalf of insurance companies. The sponsors also intend for the consortia to increase electronic billing for reimbursement to further reduce the administrative burden. In addition, a standardized claim form would be developed and implemented by the federal board. "Play-Or-Pay" At a technical briefing, Democratic staff members explained that the "play-or-pay" feature would not go into effect unless fewer than 75 percent of workers were covered by health insurance after a five-year period. In the event "play-or-pay" does take effect, Mitchell explained, the amount of the payroll tax would be determined by the secretary of health and human services. At the technical briefing, Democratic staff members said that, in determining the tax rate, the HHS secretary would attempt to maintain a balance between the cost of private and public insurance coverage so that employers would not "bail out" of private plans. One staff member told BNA the employer payment really is a contribution which allowed employees to purchase the government insurance, rather than a payroll tax. At the technical briefing, the staff members said that treating the employer payment as a contribution would avoid a possible constitutional problem raised by legislation which permits the Executive Branch to determine tax rates. The premium cost for the government insurance, according to staff members, would be community rated, and would be subsidized by the federal government. Employees who participate in the government insurance plan, = Americare, would be required to pay up to 20 percent of the premium cost, on a sliding scale depending on income. Similarly, employers who provide private insurance for employees could require covered employees to pay up to 20 percent of premium costs. AS for the possibility that some employees with generous health care benefits could end up with reduced benefits, one staff member said he was "confident it won't happen." He explained that since the employers' contribution for the government insurance plan is based on wage rates, only low wage firms will find it advantageous to use the public insurance system. Additional Funding Mitchell acknowledged that the payroll tax or employer contribution would not pay for the whole cost of the reform package and that additional funding would be needed in order to meet the requirement in last year's budget law LEXIS NEXIS'LEXIS NEXIS Services of Mead Data Central, Inc. PAGE 32 BNA PENSIONS & BENEFITS DAILY (c) BNA, Inc., June 6, 1991 that all new entitlement spending be offset by spending cuts or tax increases. According to Mitchell, the Congressional Budget Office estimates that the supplemental cost of the program for the first year will be $6 billion. And, while estimates for later years are not yet available, Democratic staff members said the similar recommendations in the Pepper Commission report were estimated to cost $14 billion a year when fully implemented. While staff members said they still are discussions underway about possible revenue sources, Mitchell said that the final decision on a revenue source will be left to the tax-writing committees. Although staff members said the plan does not include any limit on the exclusion for employer-provided health care benefits, it is possible that the tax writers will look toward limiting this exclusion or possibly denying employers a deduction for health care costs, particularly since these items together represent one of the largest federal tax expenditures. In press releases, Senate Finance Committee members John Chaffee (R-RI) and David Durenberger (R-Minn) both applauded their colleagues, efforts in introducing their proposal but said that any reform package also should include some restriction on the current tax expenditures for employee benefits. A White House spokeswoman cited the similarity of the Democrats' proposal with the Pepper Commission report and questioned whether the Democrats' plan would be widely supported. "In the Pepper Commission, a similar proposal could not get the support of all Democratic members," she said, adding, "We look forward to seeing whether this plan obtains broad support." Another Bush administration official described the Democratic proposal as "a warmed over version of the Dukakis plan." Timetable For Action The majority leader said that he was hopeful Congress could enact reform legislation during this session and rejected the notion that Democrats were introducing the legislation in an effort to frame health care as an issue for the 1992 presidential campaign. Furthermore, Mitchell said he is confident the plan will move ahead, particularly because of the "growing and widespread" concern about the problem. Public attitudes are providing encouragement for action, he said. Riegle said although the reform package started out as a bipartisan effort, Democrats found it necessary to move ahead. "There is an urgency to get the job done," he said. Mitchell also said the health care reform package is the first part of a two-part strategy to address the U.S. health care problem. Mitchell said he plans to introduce a second measure to address the problem of long-term health care. "I am committed to enactment of a long-term care program," he said. House Democrats, including House Majority Leader Richard Gephardt (D-Mo), LEXIS'NEXIS'LEXIS'NEXIS Services. of Mead Data Central, Inc. PAGE 33 BNA PENSIONS & BENEFITS DAILY (c) BNA, Inc., June 6, 1991 are working on their own plan, which, according to Gephardt, may be ready by the end of the month. Mitchell said Senate task force members have been consulting regularly with their counterparts in the House, notably committee and subcommittee chairmen working on the House proposal. The House Democratic proposal is likely to move "in the same direction" as the Senate Democratic plan, Mitchell said. Industry Input The majority leader said the Senate task force, over the past two years, has worked with a number of industry groups, including health care providers, insurance companies, and medical professional and hospital groups. Mitchell said the task force has developed "a remarkable consensus within the industry for reform. The response of the health care industry to the Senate proposals generally has been positive, with a number of groups issuing press releases in support of the Democrats' effort. However, while many provider organizations support comprehensive health care reform, several associations expressed concern over the role the government would play in determining how much they would be paid under the Senate leadership's proposal. Jack Owen, interim president of the American Hospital Association, said, "This legislation represents an important step forward in the process of health care reform, and the AHA is committed to working closely with the Democratic leadership to further refine the proposal." Owen also said, however, the association supports the "pay-or-play" concept and the establishment of a broad public plan, but has "serious concerns about the broad regulatory authority" that would be given to both state and federal governments through state consortia and the Federal Expenditure Board. American Medical Association President James Todd said in a press release that "the Democratic proposal is an interesting, first step toward exploring an issue of paramount importance to all Americans." Todd said, however, that the AMA did not endorse any particular legislation proposal and would work towards developing a package that would win the approval of both Congress and the president. The American Protestant Health Association said that a system of all-payer rates also must address costs incurred by providers. If a federal or state commission limits price increases to hospitals, it is "only fair" that the same commission also limit wage and supply costs in the same amount, APHA said. The Federation of American Health Systems, which represents investor-owned hospitals, expressed some concern about placing government "at the center of 50 many important spending decisions concerning health care. = It warned that "a health care system in which government, either directly or indirectly, controls prices and sets budgets will lead, inevitably, to serious shortfalls in quality and access." The Blue Cross and Blue Shield Association said, "The proposal will serve as a catalyst for all of us. .We will all borrow many ideas from the LEXIS'NEXIS'LEXIS'NEXIS Services. of Mead Data Central, Inc. PAGE 34 BNA PENSIONS & BENEFITS DAILY (c) BNA, Inc., June 6, 1991 proposal and find substitutes for parts of it." Meanwhile, the Association of Private Pension and Welfare Plans welcomed the proposed replacement of Medicaid with a new = AmeriCare" program because "Medicaid is just not doing its job." Howard Weitzman, APPWP executive director, said the group still has a "long lost of questions about many aspects of the leadership proposal, especially the minimum benefit package and the cost containment items" and added that "it is not clear that the rate-regulation path they have outlined is appropriate." Other groups that came out in support of the proposal, at least in concept, included the American Association of Retired Persons, the Washington Business Group on Health, and Families USA. The Democratic Governors Association also issued a release with endorsements for the plan from several governors, including New Jersey Gov. Jim Florio (D) and Maryland Gov. William Donald Schaefer (D). The AFL-CIO came out behind the plan and expressed the hope that the proposal would "energize" the administration and others to enact health care reform legislation in the 102nd Congress. As for business groups, the National Association of Manufacturers came out in support of the Democrats' effort but did express some reservations. "This bill opens the dialogue and helps us begin to address the problems of our ailing health care system. Though we can't support all the provisions of this bill, we comment its authors for taking a bold step and initiating this critical debate," NAM President Jerry Jasinowski said in a press release. Small Business Concerns According to National Small Business United, the proposal not only "stops short of actually limiting the growth of health care spending," but also "contains many elements which will be harmful to small business." NSBU Executive Vice President John Galles said actual limits and fee caps are needed to hold costs down. Galles also said subsidizing businesses with tax credits takes the wrong approach. "It would be much more effective to focus tax subsidies on individuals, rather than on business entities," he said. NSBU also argued the plan could become under-financed very quickly, resulting in increased payroll taxes for employers and adding greatly to the federal deficit. The plan would have the effect of steering small businesses away from private insurance into a public plan, Galles said, and create the need for either higher payroll taxes or higher income taxes to fund the program. LEXIS NEXIS'LEXIS NEXIS Services of Mead Data Central, Inc. PAGE 35 62ND STORY of Level 1 printed in FULL format. Copyright (c) 1991 States News Service June 5, 1991, Wednesday LENGTH: 536 words HEADLINE: Elements of Federal Health Plan Mirror Maine Pilot Health Programs BYLINE: By Laurie Ledgard, States News Service DATELINE: WASHINGTON KEYWORD: health BODY: Some elements of the $6 billion, business-based health care plan introduced by Sen. George Mitchell on Wednesday are found in pilot health programs funded in part by the state of Maine. "Access to affordable, quality health care should be a right for all Americans, not merely a luxury for those who have the economic means to purchase health insurance," Mitchell told reporters at a press conference in the Capitol. The key to the Senate Democrats' plan is a requirement that employers either provide health insurance or pay into a new public program that will replace Medicaid. Nationwide, 34 million Americans have no health insurance, Mitchell said. According to a 1986 University of Southern Maine study, 93,000 Mainers lack health coverage. More recent figures were not available. Recognizing the health coverage problems in the state, particularly in rural areas, the Maine Department of Human Services (DHS) developed pilot programs combining state subsidies with employer or employee payments. One program, called MaineCare, ensures that small businesses and the self-employed have basic health coverage. Mitchell's office has watched these programs carefully, a Mitchell staffer said, and last year found federal demonstration funds for the Maine Health Program. That program, run by the state DHS, extends Medicaid coverage and picks up employees' shares of insurance payments. "There are a lot of ideas that we've discussed with people in the state," the staff member said. "We think the states are doing a lot of innovative things." Progressive forms of health care in Washington state and Hawaii also were studied as the basis for the federal plan, as was the German system. Operated by the former West German government, it is the closest business-based model to the Senate plan. Beth Kilbreth, director of the medical insurance program at the Human Services Development Institute of the University of Southern Maine, said a recent study of small businesses found that half of them offer no coverage for their employees. LEXIS'NEXIS'LEXIS NEXIS Services of Mead Data Central, Inc. PAGE 36 (c) 1991 States News Service, June 5, 1991 Due to Maine's seasonal tourism industry, Kilbreth said, part-time and seasonal employees have a dramatically low rate of health coverage. Kilbreth said it is difficult to determine if the results of the two-year study were affected by the regional economy. "Rural areas are harder hit than urban areas," Kilbreth said. "There are a lot of desperate stories." Mitchell joined fellow Democrats Sens. Edward Kennedy of Massachusetts, John D. Rockefeller IV of West Virginia, and Donald W. Reigle, Jr. of Michigan to introduce the plan. Highlights of the proposal include federal-state public health coverage called # AmeriCare, = that would replace Medicaid, tax credits and insurance reform to assist small businesses -- which make up much of the business community in Maine -- and reductions in unnecessary care and administrative costs. It also calls for the creation of a new Federal Health Expenditure Board (similar in nature to the Federal Reserve Board) that will maintain and analyze information about health care providers in all communities in order to compare costs and quality. Similar legislation is pending in the House, Mitchell said. LEXIS'NEXIS'LEXISNEXIS Services of Mead Data Central, Inc. PAGE 27 31ST STORY of Level 1 printed in FULL format. Copyright (c) 1991 Crain Communications, Inc.; Business Insurance June 10, 1991 SECTION: Pg. 1 LENGTH: 1008 words HEADLINE: Democrats proposal includes cost control BYLINE: By JERRY GEISEL DATELINE: WASHINGTON BODY: Legislation introduced by Senate Democrats last week to widen access to the health care system also would create a new federal board that would attempt to hold down health care costs. The measure also would give certain small employers tax breaks to encourage them to offer their employees health insurance. And, in a provision that surprised many benefit experts, the secretary of health and human services would be given authority to set the size of the penalty -- in the form of a new payroll tax -- on employers that fail to offer a health care plan that meets the standards outlined in the legislation. Benefit experts had thought the size of the payroll tax penalty would be specified in the bill, S. 1227. But much of the bill, "HealthAmerica: Affordable Health Care for All Americans Act," is similar to earlier versions that had been widely distributed (BI, June 3). Those provisions include: * Requiring employers, as part of a "play or pay" approach, to offer employees a health care plan or pay a new tax to help fund coverage for the uninsured. * Creating a new federal program, known as AmeriCare, which would largely replace Medicaid to provide comprehensive coverage for individuals without employment-based health insurance. Unlike Medicaid, though, AmeriCare would not restrict eligibility to the poor. Others also could obtain the coverage, though they would have to pay a much greater share of the cost. * Eliminating state laws that mandate that certain types of services be covered by health care plans sold by commercial insurers. The legislation was introduced last week at a jammed press conference by its sponsors: Senate Majority Leader George Mitchell, D-Maine, and Sens. Edward M. Kennedy, D-Mass.; Donald Riegle Jr., D-Mich.; and John D. Rockefeller IV, D-W.Va. LEXIS'NEXIS'LEXIS'NEXIS Services of Mead Data Central, Inc. PAGE 28 (c) 1991 Business Insurance, June 10, 1991 Sen. Kennedy, the congressional champion of universal health care, proclaimed the introduction of the bill as a "historic day for the Senate and for the nation." Indeed, as benefit experts earlier noted, the legislation marks the first time that Senate Democratic leaders have united on a single approach to improving health care access. Previously, Sen. Kennedy had worked pretty much alone -- without significant backing from party leaders -- in advocating that employers be required to offer health care plans. Sen. Mitchell pledged that he will work to win passage of the legislation during the current congressional session; hearings by the Senate Labor and Human Resources Committee, chaired by Sen. Kennedy, are set to begin this week. A similar bill is expected to be introduced in the House within a few weeks. Despite the strong push by Senate Democrats, benefits experts say congressional passage of the legislation is not likely anytime soon. "The chances of passage are zero" because of a lack of concensus on improving access to health care, said Dallas Salisbury, president of the Employee Benefit Research Institute in Washington, D.C. But the introduction of the bill will expand the debate on health care access, said Dr. Roger Taylor, national health care leader with The Wyatt Co. in Washington, D.C. Unlike earlier bills introduced by Sen. Kennedy, which were criticized as paying only lip service to cost containment, the Senate Democrats' proposal does create a mechanism to try to control national health care spending. A Federal Health Expenditure Board would be created to establish voluntary targets for annual health care spending in specified areas, like hospital care and physician services. The board also would bring together health care providers, like hospital associations, and purchasers, like employers and insurers, to conduct negotiations on rates for services. However, the board only would mandate rate levels if a majority of both providers and purchasers reach an agreement. If agreement is not reached, the board would only issue non-binding recommended rates. Many benefit experts said last week they want to study this complex provision before commenting. However, the proposal at least pays attention to the importance of cost containment, noted Frank McArdle, a consultant with Hewitt Associates in Washington, D.C. "For the first time senior members of Congress are taking a step to control costs. That is a step forward," agreed Mark Ugoretz, executive director of the ERISA Industry Committee, a Washington, D.C.-based employer lobbying group. The measure also would give new tax breaks to certain small employers that offer health plans meeting standards laid down in the measure. LEXIS'NEXIS'LEXIS NEXIS Services of Mead Data Central, Inc. PAGE 29 (c) 1991 Business Insurance, June 10, 1991 For example, employers with fewer than 60 workers would receive a tax credit equal to 25% of the cost of coverage for each full-time employee earning less than $ 20,000. The tax credit would not be available to certain highly profitable firms. Meanwhile, as earlier reported, the measure would require employers to either offer a health care plan or pay a payroll tax, to be set annually by the secretary of health and human services. Generally, the employer would have to pay 80% of the premium, while deductibles could not exceed $ 250 for individual coverage and $ 500 for family coverage. Employee coinsurance could not exceed 20%, with a maximum annual out-of-pocket limit of $ 3,000. Employers, though, could offer a health plan with different cost-sharing requirements so long as its "actuarial value" was equal to that of the basic health plan. Small employers -- those with fewer than 25 employees - would have five years to comply. If, at the end of five years, fewer than 75% of workers at small firms do not have health insurance, the employers would either have to offer a health plan or be subject to the payroll tax. This same requirement would apply to employers with between 25 and 99 employees, except they would have only four years to voluntarily provide coverage. Newly established employers with fewer than 25 employees would be exempt from offering coverage or paying a tax during their first two years of operations. LEXIS' NEXIS'LEXIS NEXIS Services of Mead Data Central, Inc. PAGE 13 14TH STORY of Level 1 printed in FULL format. Copyright (c) 1991 Gannett Company Inc. USA TODAY July 25, 1991, Thursday, FINAL EDITION SECTION: NEWS; Pg. 9A LENGTH: 901 words HEADLINE: Reforming health care BYLINE: Kevin Anderson KEYWORD: JOHN D. ROCKEFELLER IV:JAY ROCKEFELLER:AGE: HEALTH CARE REFORM:MEDICAL CARE: COST BODY: Sen. John D. Rockefeller IV says 'people don't like change,' but 'the health care system needs change' to give access to all Americans. Q: You are a sponsor of the Democratic health-care reform bill that was the subject of a congressional hearing Wednesday. What are the key points of this plan? A: You want that in three sentences? It keeps our present job-based system, which is uniquely important for Americans. And through incentives to small business and a publicly funded plan insures that every American has access to health insurance. It's all done within our present system, but we do it by radically reforming the present system. Q: Why does health care reform seem so terribly difficult in this country? A: I asked a very brilliant, experienced lobbyist for the health-care industry once publicly: ''How many people do you feel understand health-care public policy in the Congress to a substantial degree?'' And he very quickly answered 12. That's out of 535. Q: What does that tell you? A: If he's right, that says health care is very difficult. It is not approached lightly. It is a world of acronyms, of conflicts, of incredibly palpable interests. It's a hard subject. Q: Two-thirds of the 37 million Americans with no insurance are in families headed by a full-time worker, most at very small companies. What will be the impact of this bill on small businesses? A: Very positive because we pay 40% of their health insurance premiums for five years. Q: Is it just for the very smallest of small employers? A: It's 25 and down, and in the bill it's 25% of health insurance premiums forever. LEXIS'NEXIS'LEXIS'NEXIS Services of Mead Data Central, Inc. PAGE 14 (c) 1991 USA TODAY, July 25, 1991 Q: Another concern is whether this will create a huge bureaucracy. Will it? A: Everything is a catastrophe until it happens. People don't like change. The health care system needs change. Q: But do we want AmeriCare to be a huge, vast federal bureaucracy that swallows Medicaid without curing some of Medicaid's failings? A: Well, we would get rid of Medicaid. Q: And replace it with a public program that has even more people in it? A: Not necessarily. For example, Medicare, which most people think is a gigantic bureaucracy, its overhead, its administrative costs are 3%. No business in this country operates an on overhead cost of 3%. So it could happen, but it doesn't necessarily have to happen. What we're doing today, according to some, is wasting $ 100 billion dollars on health care in unnecessary bureaucratic costs. We can't do worse than that. Q: Does the Democratic plan have a lot of wiggle room for experimentation and accommodation once it is up and running? A: Hopefully that's what this encourages. What we're trying to do is to get away from a system which clearly doesn't work, where health-care costs are becoming unsustainable very rapidly. And we're trying to get to a point where health- care costs begin to be controlled. Q: What is controlled? We're looking at annual national health expenditure growth of 13% to 15% a year. A: I'm not sure I can answer that. A lot less than our present rate of growth. A number of things are controllable; the consumer's behavior is less controllable. The whole problem of Americans just latching on to every single new piece of technology as their birth right is a very expensive sort of sense of ownership. So Americans have to participate in the cost of their own health care and share in tougher decision-making about their own reaching out for health care. Q: What are the chances for passage of this bill? A: My official answer is we'll get it because in health care legislation, your only attitude can be full speed ahead. Assault on all fronts. If, on the other hand, we came out of this session of the Congress with full health insurance for pregnant women and children and insurance reform, that would not be sufficient to what I want, but it would be a gigantic step forward. How the Democrats' plan would change the system THE BILL: The Senate Democrats' HealthAmerica bill proposes to guarantee insurance coverage to all Americans and trim the nation's health care bill by $ 78 billion over five years. LEXIS'NEXIS'LEXIS'NEXIS Services of Mead Data Central, Inc. PAGE 15 (c) 1991 USA TODAY, July 25, 1991 THE PROVISIONS: - Mandate basic benefits, including hospital and physician services, pre- natal and preventive care and limited mental health benefits. - Require all employers, after a five-year phase-in, to either provide at least basic coverage for all employees working more than 17 1/2 hours a week through private insurance, or pay a percentage of their payroll to a new public insurance program, AmeriCare. - Allow everyone without insurance to buy basic coverage through AmeriCare for a premium based on income. - Insure all without income for free. ( AmeriCare would replace Medicaid that covers the poor and unemployed.) - Subsidize insurance premiums for the smallest, lowest-wage employers. - Make working people responsible for up to 20% of their premiums and most medical bills, based on income. - Bar health insurers from denying coverage or charging prohibitive rates based on health status. - Set up state or regional authorities to negotiate fees with doctors and hospitals, establish standards and guidelines for effective and efficient medical care, and weigh costs and benefits of new technology. - Require a standard electronic claims filing system nationwide to cut administrative costs. GRAPHIC: GRAPHIC; b/w, Keith Carter, USA TODAY, Source: Employee Benefits Research Institute, Small Business Administration (Pie charts); PHOTO; b/w, USA TODAY CUTLINE: Rockefeller TYPE: Inquiry SUBJECT: PROFILE; HEALTH; LEGISLATION; INTERVIEW NOTES: Sen. John D. Rockefeller IV, D-W.Va., 54, is the principal architect of the Democrats' health-care plan, LEXIS'NEXIS'LEXIS NEXIS