Home >Newsletters >May 1997
 
ASA NEWSLETTER
 
 
May 1997
Volume 61
Number 5
 
PRACTICE MANAGEMENT

Professional Courtesy Discounts May Constitute Fraud

Karin Bierstein,
Practice Management Coordinator



Discounting one's fees to fellow physicians and their family members is a venerable practice. It has come as a surprise to this lawyer and to three of her colleagues, inside and outside ASA, that a physician who waives the patient's copayment and/or the deductible may run afoul of the law. Two federal statutes as well as state statutes and even language in contracts with third-party payers may be implicated. This column will review the applicability of the federal Health Insurance and Portability Act, enacted last summer, and of the Medicare and Medicaid antikickback laws to professional courtesy discounts. Contractual prohibitions on such discounts also will be discussed, but space and time preclude analysis of state laws here.

Health Insurance and Portability Act of 1996

Last year's major health care legislation created new categories of criminal offenses for fraud and false statements. Fraud and false statements committed or made in connection with claims submitted to commercial or public health care insurers (e.g., Medicare/Medicaid) will trigger criminal liability.

What is fraudulent about granting professional courtesy discounts to your peers? Waiving a copayment or a deductible, if your patient's health insurance plan requires one, changes the fee. If you file a claim listing your usual and customary fee of $100, but you plan to waive the $20 copayment, your fee is really only $80, in the view of the health plan. The plan, therefore, would expect to pay 80 percent of $80, or $64. Accordingly, you have misstated your fee to the health plan, and that misrepresentation can constitute either fraud or a false statement within the meaning of the Portability Act. The major distinction between the two crimes, for purposes of this analysis, is the potential term of imprisonment: up to 10 years for fraud and five years for false statements.

Does it make a difference if you grant the professional courtesy discount only once or very rarely? Being willing to accept 80 percent as payment in full in just one instance, one could argue, would not have any impact upon the amount of your "usual and customary" fee. The better view would probably be that even a single claim that lists a standard fee greater than the amount you intend to collect is a false statement. The truth or falsity of a representation does not turn on the frequency with which it is made.

Granting the discount only exceptionally might, however, have some bearing on intent to commit fraud. The Portability Act only penalizes fraud where there has been a knowing and willful execution of a scheme to obtain funds from a health care benefit program by means of false representations. False statements also require "knowing and willful" conduct. A pattern of discounts would be more suggestive of a knowing and willful effort or scheme to collect an improper reimbursement than would a single isolated instance.

One way to make it extremely difficult for the prosecutor to establish the requisite criminal intent would be to note on the claim form itself that the copayment is being waived. With such a disclosure, there could be no intention to mislead or misrepresent. The notation might well make you unpopular with the doctor to whom you are granting professional courtesy, a practical and political issue that is addressed below.

Antikickback Laws

Federal law prohibits the knowing and willful solicitation or receipt of any remuneration in return for referring an individual or for recommending or arranging the ordering of any item or service payable under Medicare, Medicaid, CHAMPUS or other federal health program. It also prohibits remuneration to induce a person to refer patients.

Accordingly, if an anesthesiologist waives copayments and deductibles in order to ensure that surgeons request the anesthesiologist's services, there may be a kickback problem. There also might be a problem if the anesthesiologist waives all payment, not even submitting a claim to the patient's health plan for the plan's portion. In the latter situation, there would be no false statement, but there could well be an unlawful financial benefit in exchange for referrals.

The Office of the Inspector General (OIG) within the Department of Health and Human Services made its position on these issues clear when it published the final rule on "safe harbors" taking certain activities out of the antikickback laws in 1991 and, also in 1991, issued a special fraud alert concerning the routine waivers of copayments or deductibles under Medicare Part B by charge-based providers. Not only did the OIG reject requests to create a safe harbor for waivers of patient fees, but it further indicated that failure to reduce the charge submitted for services to a patient for whom the copayment had been waived could give rise to civil and criminal liability.

The OIG did, however, note an exception for cases of financial hardship determined on a case-by-case basis. Although it is unlikely that most physicians and their families will establish financial hardship, this exception would protect the anesthesiologist who grants a discount on a case-by-case basis in consideration of a patient's financial straits or who makes a good faith effort to collect the copayment or deductible. The exception appears again in the Portability Act. Under the Portability Act, offering "inducements" to Medicare, Medicaid or other federal or state health plan beneficiaries may subject one to civil monetary penalties. Inducements include offers of remuneration likely to influence the beneficiary to order or receive from a particular practitioner services payable under the health plan. Excluded from the definition of "remuneration," however, are waivers of copayments if these are not routine and the beneficiary is in financial need.

Contractual Impediments to Discounts

If the anesthesiology group has contracts with commercial third-party payers, before granting any waivers of copayments or deductibles to patients insured by those payers, it should check whether the contracts preclude such waivers.

The group should also consider whether a waiver would trigger a "most favored nation" clause in a third-party payer contract. Most favored nation clauses, which have been upheld in the courts, require the physician group to bill the payer at the lowest rate charged to any patient.

Provisions in the patient's insurance policy may also militate against professional courtesy discounts. The policy may state, as many do, that the insurer will not pay for charges for which the patient is not legally obligated to pay. In a 1991 case, a federal appeals court accepted CIGNA's argument that when the plaintiff-chiropractor waived the 20-percent patient copay, the patient had no legal obligation to pay anything, and therefore, neither did CIGNA.

What if you are expected to grant professional courtesy discounts? Fellow physicians who are accustomed to receiving professional courtesy discounts may not be receptive to an argument that the discount probably violates the fraud and abuse laws and/or a contract. If you find yourself under pressure to run a legal risk that you wish to avoid, you might seek guidance from the hospital's counsel, preferably in writing. Depending on the extent of the problem, it may be appropriate to have the lawyer meet with the medical staff as a group to explain the basis for caution. Copies of the opinion letter from ASA's outside counsel are available from the ASA Washington Office, (202) 289-2222.

New Manual for Departments Available

The Committee on Quality Improvement and Practice Management would like to remind the membership that the 1997 edition of the Manual for Anesthesia Department Organization and Management is available for purchase from the ASA Publications Department, (847) 825 -5586. The manual costs $25 per copy, including postage and handling (Illinois residents: add 7.75 percent sales tax).

The manual contains practical information on continuous quality improvement; informed consent; anesthesia and monitoring equipment; delineation of privileges; a glossary of procedural times definitions that permit analysis of scheduling, utilization and efficiency; and a sample administrative manual for an anesthesiology department.

 


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The views expressed herein are those of the authors and do not necessarily represent or reflect the views, policies or actions of the American Society of Anesthesiologists.

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