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ASA NEWSLETTER
 
 
September 2003
Volume 67
Number 9

Practice Management


OIG Approves Hospital-Physician Joint Ventures


Karin Bierstein, J.D.
Assistant Director of Governmental Affairs (Regulatory)




In a May 2003 Advisory Opinion, the Office of the Inspector General (OIG) within the Department of Health and Human Services approved a proposed joint venture through which a hospital and its radiology group would own and operate a magnetic resonance imaging (MRI) facility. Although Advisory Opinions only immunize the specific transaction or arrangement addressed, the Opinion in question suggests how anesthesiologists may invest in surgical centers in compliance with the federal antikickback law.
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The antikickback statute makes it illegal to knowingly and willfully offer, pay, solicit or receive anything of value in exchange for the referral of services or items reimbursable by Medicare, Medicaid or other federal health programs. The OIG looks closely at physicians’ investments in medical facilities because it is concerned that:

“Distributions from the joint venture may be disguised remuneration paid in return for referrals. Like any kickback scheme, such arrangements can lead to overutilization of services, increased costs for federal health care programs, corruption of professional judgment, and unfair competition.”

The difference between physicians who refer patients and those who do not. The MRI Facility Advisory Opinion is important to ASA members because it underscores the difference between anesthesiologists who, like radiologists, do not refer the patients for whom they provide services at a surgical or MRI center and physicians who do order such services, notably surgeons. Hospitals, surgical centers, MRI facilities and sometimes other physicians refer patients to the anesthesiology (or radiology) group, not vice versa. Anesthesiologists do not order the sedation; operating physicians do. The widespread ignorance of this basic fact comes as no surprise to anesthesiologists who have negotiated, or attempted to negotiate, hospital stipends for administrative services or trauma or obstetrics coverage.

Acute pain medicine services in the surgical setting are similar to anesthesia in that they are based on the surgeon’s referral or request (reminder: postoperative analgesia is considered part of the global surgical service, although the surgeon may refer the patient for pain management requiring special expertise). Chronic pain is another story, since pain medicine doctors do the referring for hospital or clinic services. See below.

Demonstrating that the intent is not to influence referrals even if an investor can refer. Other factors in the OIG’s decision follow:

1. Less than 10 percent of the MRI facility’s revenue would come from business generated by the hospital or its employed physicians.

2. In order to limit its ability to influence referrals, the hospital certified that it would:

a. “refrain from taking any action” to require or encourage affiliated physicians to refer patients to the MRI facility (note: the hospital and the radiology group would continue to operate a hospital-based radiology department serving inpatients and outpatients);

b. not track referrals made by its affiliated physicians to the facility; and

c. ensure that compensation to the affiliated physicians (from employment or personal service contracts) would not be related to the volume of referrals but would be consistent with fair market value.

3. Returns on the investment in the MRI center would be independent of the volume of referrals and would be directly proportional to the hospital’s and radiologists’ respective capital contributions.

4. Ancillary agreements between the hospital and the radiologists (for clerical support, an equipment sublease and assignment of the space lease) would be pass-through arrangements. Thus they would not generate any profits for the hospital providing the support or for the radiologists leasing the equipment and space and would not “appreciably increase the risk of fraud and abuse.”

“Safe harbors” for predefined arrangements that the OIG will not investigate. The OIG also examined the applicability of the safe harbor for “small entity investments,” one of more than 20 defined fact patterns that the government will not pursue for violation of the antikickback rules. The proposed MRI facility would be 100 percent owned by the hospital and radiologists, however, whereas the small entity investment safe harbor requires that interested investors own no more than 40 percent and generate no more than 40 percent of the facility’s revenues. The safe harbor did not apply, but although the OIG saw some risk in the proposed joint venture, it concluded that “the safeguards put in place by the Requestors will make that risk sufficiently low that we would not subject the Proposed Arrangement to administrative sanctions in connection with the antikickback law.”

The small entity investment safe harbor also was considered and found inapplicable in a second MRI center arrangement on which the OIG issued an Advisory Opinion in June. There the hospital and physicians who could refer patients for radiology services owned approximately 60 percent of the shares in a rural MRI facility. Nonreferring physicians, including radiologists and members of the general community, owned the other 40 percent but generated 60 percent of the center’s revenues.

The first factor noted by the OIG in its decision approving the arrangement was the appearance of a bona fide business. Physicians and nonphysicians had received the opportunity to buy investment shares on identical terms and conditions for a fixed unit price. Returns on investment would continue to be proportional to the capital contributions. Less than 40 percent of the MRI center’s revenue came from referrals by “interested investors.”

The OIG also took into account the fact that the MRI center in this instance would have complied with an earlier proposed version of a safe harbor for rural entities (although not with the final version). Its status as sole local provider of imaging services for a rural population with many elderly or indigent patients was important to the outcome, although not a factor that the ambulatory surgical centers in which anesthesiologists typically invest will claim.

Chronic pain specialists and ambulatory surgical centers (ASCs). Anesthesiologists and other physicians who treat chronic pain are in a position to refer business to ASCs, hospitals, clinics, etc., in which they have an ownership interest. They can avoid (or at least minimize) OIG scrutiny if their arrangements fit within the ASC safe harbor, reviewed in this column in the February 2000 NEWSLETTER <www.ASAhq.org/Newsletters/2000/02_00/practmanag0200.html>.

Another 2003 OIG Advisory Opinion is instructive. The hospital in that case had formed a limited liability company with a large multispecialty group for the purpose of developing an ASC. The company had certified that the return on the ASC investment would be directly proportional to the capital contributed. It also had certified that no employment-related remuneration to any of the group physicians would be independent of referrals or of the volume of surgeries.

Because the majority of the group physicians were primary care doctors and not surgeons, however, the arrangement failed to satisfy the conditions of the ASC safe harbor. When a group is the investor, each group physician must individually qualify so that the ASC is an extension of their primary place of service rather than a source of passive income. The primary care physicians were in a position to benefit from referring patients for surgical services provided by their colleagues. As stated in the Opinion;

“With respect to physician-investors, the safe harbor is carefully circumscribed to apply only to physicians who are unlikely to use the investment as a vehicle for profiting from their referrals to other physicians using the ASC. Accordingly, safe harbor protection is limited to physician-investors who actually use the ASC on a regular basis as part of their medical practices or who practice the same specialty as other physician-investors and are therefore unlikely to refer substantial business to ‘competing’ physician-investors when they can earn the fees themselves.”

The Opinion addressed only the applicability of the safe harbor and only to a multispecialty physician group. Single-specialty groups, to which anesthesiologists and pain subspecialists frequently belong, may find it easier to come within the safe harbor. It also is important to note that it is not necessary to meet all the requirements of a safe harbor in order to obtain a favorable opinion from the OIG or to survive an investigation. There can be no violation of the antikickback law without the intent to induce or receive referrals. A safe harbor grants a strong presumption that there is no such intent, but physicians can make the case through other means.

Source Material:
• OIG Advisory Opinion No. 03-12, May 2003, <www.oig.hhs.gov/fraud/docs/advisoryopinions/2003/ao0312.pdf>.
• OIG Advisory Opinion No. 03-13, June 2003, <www.oig.hhs.gov/fraud/docs/advisoryopinions/2003/ao0313.pdf>.
OIG Advisory Opinion No. 03-5, February 2003, <www.oig.hhs.gov/fraud/docs/advisoryopinions/2003/ao0305.pdf>.



HIPAA’s Electronic Transactions Standards: Medicare Issues Guidance on the October 16 Compliance Deadline

Many medical practices and many third-party payers will not be able to transmit or receive electronic claims in the Health Insurance Portability and Accountability Act (HIPAA) format that will become mandatory on October 16. ASA’s concern with the potential “train wreck,” as it is now commonly called, led us to work with a coalition to urge the Centers for Medicare & Medicare Services (CMS) to announce a nonenforcement policy for a limited number of months.

On July 24, CMS issued its Guidance on Compliance with HIPAA Transactions and Code Sets After the October 16, 2003 Implementation Deadline <www.cms.hhs.gov/hipaa/hipaa2/guidance-final.pdf>. The Guidance was disappointing in that it allows, but does not require, payers to process noncompliant claims after the deadline, without penalty, as long as they can demonstrate good-faith outreach and testing efforts. Enforcement will be complaint-driven. In deciding whether to extend a penalty-free period of time for the payer and the provider to come into compliance on a case-by-case basis, CMS will evaluate the compliance efforts of both parties.

Anesthesia practices should continue to press their practice management systems vendors, clearinghouses and payers to complete end-to-end testing. As this column has noted before, the only proof that these businesses are ready for October 16 is actual payment on a HIPAA-compliant claim.






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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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