TITLE 25.HEALTH SERVICES

Part 1. TEXAS DEPARTMENT OF HEALTH

Chapter 289. RADIATION CONTROL

Subchapter E. REGISTRATION REGULATIONS

25 TAC §289.232

The Texas Department of Health (department) proposes new §289.232, concerning radiation control regulations for dentists using radiation machines.

The new section consolidates requirements that are applicable only to dentists using radiation machines from the current requirements in §289.201 of this title (relating to General Provisions for Radioactive Material), §289.202 of this title (relating to Standards for Protection Against Radiation from Radioactive Material), §289.203 of this title (relating to Notices, Instructions, and Reports to Workers; Inspections), §289.204 of this title (relating to Fees for Certificates of Registration, Radioactive Material(s) Licenses, Emergency Planning and Implementation, and Other Regulatory Services), §289.205 of this title (relating to Hearing and Enforcement Procedures), §289.226 of this title (relating to Registration of Radiation Machine Use and Services), and §289.227 of this title (relating to Use of Radiation Machines in the Healing Arts and Veterinary Medicine). The requirements for radioactive materials and other types of radiation machines found in those sections are much lengthier and more complex. Therefore, separating and consolidating the requirements applicable only to dental radiation machines, provide for a more efficient rule and less burden on the dentists required to comply with these requirements.

In addition to consolidation of requirements, the new section includes clarification of several definitions. The fee for dental facilities that possess 10 or more radiation machines is increased to correct an error in the amount as compared to the fee for dental facilities possessing one to nine radiation machines. Language is added to clarify that persons who receive, possess, use, or acquire radiation machines prior to receiving a certificate of registration are also subject to the requirements in this chapter. The language that allows the department to make exemptions to the requirements of this chapter is revised to reflect changes made as a result of House Bill 1172 passed by the 76th Legislature. Language that specifies the department may enter public or private property to determine compliance with department rules and orders is added. The method by which inspections are performed is modified based upon a review of how dental radiation machines are regulated, compliance history, and the health and safety risk associated with the use of such machines. The condition requiring monitoring of radiation exposures to minors is modified. The condition requiring monitoring of radiation exposures to a declared pregnant woman is modified and clarified to state that the dose limit requiring monitoring for a declared pregnant woman is applicable only for the nine-month gestation period. Other minor grammatical changes are made to the section for clarification. This section is part of the department's continuing effort to update, clarify, and simplify its rules regarding the control of radiation based upon technological changes, public concerns, legislative directives, or other factors.

Ruth E. McBurney, C.H.P., Director, Division of Licensing, Registration and Standards, Bureau of Radiation Control, has determined that for each year of the first five years the section is in effect, there will be fiscal implications to state or local government as a result of enforcing or administering the section as proposed. The fiscal impact to state or local government entities that possess 10 or more radiation machines at a dental facility will be an annual increase of $50 in the certificate of registration fees. An additional cost ranging from $0 to $25 will be incurred every four years to test the radiographic entrance exposure from the machine(s). The department will receive approximately $9,310 in additional revenue for each year of the first five-year period. The increased revenue will recover costs of regulating entities that possess 10 or more radiation machines.

Mrs. McBurney has also determined that for each year of the first five years the section is in effect, the public benefit anticipated as a result of enforcing or administering the section will be to ensure continued protection of the public and workers from unnecessary exposure to machine-produced radiation. The effect on small businesses and micro-businesses and persons required to comply with the section as proposed will vary depending on the number of dental radiation machines authorized on a certificate of registration. In addition, a cost ranging from $0 to $25 will be incurred every four years to test the radiographic entrance exposure from the machine(s). There is no anticipated impact on local employment.

Comments on the proposal may be submitted to Ruth E. McBurney, C.H.P., Director, Division of Licensing, Registration and Standards, Bureau of Radiation Control, Texas Department of Health, 1100 West 49th Street, Austin, Texas 78756-3189, (512) 834-6688 or electronic mail at Ruth.McBurney@tdh.state.tx.us. Public comments will be accepted for 30 days following publication of this proposal in the Texas Register . In addition, a public meeting to accept oral comments will be held at 9:00 a.m., Tuesday, May 9, 2000, in Conference Room N218, Texas Department of Health, Bureau of Radiation Control, located at the Exchange Building, 8407 Wall Street, Austin, Texas.

The new section is proposed under the Health and Safety Code, Chapter 401, which provides the Texas Board of Health (board) with authority to adopt rules and guidelines relating to the control of radiation; and §12.001, which provides the board with the authority to adopt rules for its procedure and for the performance of every duty imposed by law on the board, the department, and the commissioner of health.

The proposed new section affects Health and Safety Code, Chapter 401 and Chapter 12.

§289.232. Radiation Control Regulations for Dentists Using Radiation Machines.

(a)

Purpose. This section establishes the following.

(1)

Fees for certificates of registration for dental facilities and provisions for their payment.

(2)

Requirements for the registration of persons using radiation machines. No person shall use radiation machines except as authorized in a certificate of registration issued by the agency in accordance with the requirements of this section. A person who receives, possesses, uses, owns, or acquires radiation machines prior to receiving a certificate of registration is subject to the requirements of this chapter.

(3)

Requirements designed to control the receipt, possession, use, and transfer of radiation machines by any person so the total dose to an individual, including doses resulting from all sources of radiation other than background radiation, does not exceed the standards for protection against radiation prescribed in this section. However, nothing in this section shall be construed as limiting actions that may be necessary to protect health and safety in an emergency.

(4)

Requirements for the use of radiation machines in dentistry. All usage of such machines under this section shall be made by or under the supervision of a dentist. The registrant shall assure that the requirements of this section are met in the operation of such radiation machines.

(5)

Specific record keeping requirements and general provisions for records and reports.

(6)

Requirements for providing notices to employees and instructions and options available to such individuals in connection with agency inspections of registrants to ascertain compliance with the provisions of the Texas Radiation Control Act and rules, orders, and certificates of registration issued thereunder regarding radiological working conditions.

(7)

Governing of the following in accordance with the Texas Radiation Control Act, the Texas Administrative Procedure Act, Texas Government Code, Chapter 2001, and the Formal Hearing Procedures, Chapter 1, §§1.21 - 1.34 of this title (relating to the Texas Board of Health):

(A)

proceedings for the granting, denying, renewing, transferring, amending, suspending, revoking, or annulling of a certificate of registration;

(B)

determining compliance with or granting of exemptions from agency rule, order, or condition of certificate of registration;

(C)

assessing administrative penalties; and

(D)

determining propriety of other agency orders.

(b)

Scope.

(1)

Except as specifically provided in other sections of this chapter, this section applies to persons who receive, possess, use, or transfer dental radiation machines. The dose limits in this section do not apply to doses due to background radiation, to exposure of patients to radiation for the purpose of dental diagnosis, to exposure from individuals administered radioactive material and released in accordance with this chapter, or to voluntary participation in medical research programs. However, no radiation may be deliberately applied to human beings except by or under the supervision of an individual licensed by the Texas State Board of Dental Examiners, with license in good standing.

(2)

Persons who are also registered by the agency to receive, possess, acquire, transfer, or use class IIIb and class IV lasers in dentistry must also comply with the requirements of §289.301 of this title (relating to Registration and Radiation Safety Requirements for Lasers).

(3)

Except as otherwise specifically provided, the requirements in this section apply to any applicant for, or holder of a certificate of registration for dental radiation machines issued in accordance with subsection (h) of this section.

(4)

The agency may, by rule, order, or condition of certificate of registration, impose upon any registrant such requirements in addition to those established in this chapter as it deems appropriate or necessary to minimize danger to public health and safety or property or the environment.

(c)

Definitions. The following words and terms when used in this section shall have the following meaning, unless the context clearly indicates otherwise.

(1)

Absorbed dose - The energy imparted by ionizing radiation per unit mass of irradiated material. The units of absorbed dose are the gray (Gy) and the rad.

(2)

Accessible surface - The external surface of the enclosure or housing provided by the manufacturer.

(3)

Administrative law judge (ALJ) - A judge employed by the State Office of Administrative Hearings.

(4)

Administrative penalty - A monetary penalty assessed by the agency in accordance with the Texas Radiation Control Act, §401.384, to emphasize the need for lasting remedial action and to deter future violations.

(5)

Adult - An individual 18 or more years of age.

(6)

Agency - The Texas Department of Health.

(7)

Agreement State - Any state with which the United States Nuclear Regulatory Commission has entered into an effective agreement under the Atomic Energy Act of 1954 (42 United States Code et seq.), as amended.

(8)

As low as is reasonably achievable - Making every reasonable effort to maintain exposures to radiation as far below the dose limits in this section as is practical, consistent with the purpose for which the registered activity is undertaken, taking into account the state of technology, the economics of improvements in relation to the state of technology, the economics of improvements in relation to benefits to the public health and safety, and other societal and socioeconomic considerations, and in relation to utilization of ionizing radiation and registered radiation machines in the public interest.

(9)

Automatic exposure control - A device that automatically controls one or more technique factors in order to obtain a required quantity of radiation at preselected locations (See definition for phototimer).

(10)

Background radiation - Radiation from cosmic sources; non-technologically enhanced naturally occurring radioactive material, including radon, except as a decay product of source or special nuclear material; and including global fallout as it exists in the environment from the testing of nuclear explosive devices or from past nuclear accidents such as Chernobyl that contribute to background radiation and are not under the control of the registrant. "Background radiation" does not include radiation from sources of radiation regulated by the agency.

(11)

Barrier (See definition for protective barrier).

(12)

Beam-limiting device - A device that provides a means to restrict the dimensions of the x-ray field.

(13)

Beam quality (diagnostic x-ray) - A term that describes the penetrating power of the x-ray beam. This is identified numerically by half-value layer and is influenced by kVp and filtration.

(14)

Board - The Texas Board of Health.

(15)

Calibration - As pertaining to radiation detection instruments, the comparative response or reading of an instrument relative to a series of known radiation values over the range of the instrument.

(16)

Certificate of registration - A form of permission given by the agency to an applicant who has met the requirements for registration set out in the Texas Radiation Control Act and this section.

(17)

Certified equipment - Equipment that has been certified in accordance with Title 21, Code of Federal Regulations.

(18)

Coefficient of variation or C - The ratio of the standard deviation to the mean value of a population of observations. It is estimated using the following equation:

Figure: 25 TAC §289.232(c)(18)

(19)

Collective dose - The sum of the individual doses received in a given period of time by a specified population from exposure to a specified source of radiation.

(20)

Contested case - A proceeding in which the agency determines the legal rights, duties, or privileges of a party after an opportunity for adjudicative hearing.

(21)

Continuous pressure type switch - A switch so constructed that a circuit closing contact can be maintained only by continuous pressure on the switch by the operator.

(22)

Control panel - The part of the radiation machine control upon which are mounted the switches, knobs, push buttons, and other hardware necessary for manually setting the technique factors.

(23)

Declared pregnant woman - A woman who has voluntarily informed the registrant, in writing, of her pregnancy and the estimated date of conception. The declaration remains in effect until the declared pregnant woman voluntarily withdraws the declaration in writing or is no longer pregnant.

(24)

Deep dose equivalent, that applies to external whole body exposure - The dose equivalent at a tissue depth of 1 centimeter (1000 milligrams per square centimeter)).

(25)

Dentist - An individual licensed by the Texas State Board of Dental Examiners, with license in good standing.

(26)

Diagnostic source assembly - The tube housing assembly with a beam-limiting device attached.

(27)

Dose - For external exposure to x-ray radiation from radiation machines, a generic term that means absorbed dose, dose equivalent, or total effective dose equivalent. For purposes of this section, "radiation dose" is an equivalent term.

(28)

Dose equivalent - The product of the absorbed dose in tissue, quality factor, and all other necessary modifying factors at the location of interest. The units of dose equivalent are the sievert and rem.

(29)

Dose limits - The permissible upper bounds of radiation doses established in accordance with this section. For purposes of this section, "limits" is an equivalent term.

(30)

Embryo/fetus - The developing human organism from conception until the time of birth.

(31)

Enforcement conference - A meeting held by the agency with management of a registrant to discuss the following:

(A)

safety or safeguards;

(B)

compliance with regulatory registration condition requirements;

(C)

proposed corrective measures including, but not limited to, schedules for implementation; and

(D)

enforcement options available to the agency.

(32)

Entrance exposure - The exposure expressed in roentgens (R), measured in air with the specified technique, calculated or adjusted to represent the exposure at the point where the center of the useful beam enters the patient.

(33)

Exposure - The quotient of dQ by dm where "dQ" is the absolute value of the total charge of the ions of one sign produced in air when all the electrons (negatrons and positrons) liberated by photons in a volume element of air having mass "dm" are completely stopped in air. The SI unit of exposure is the coulomb per kilogram. For purposes of this section, this term is used as a noun.

(34)

Exposure rate - The exposure per unit of time.

(35)

External dose - That portion of the dose equivalent received from any source of radiation outside the body.

(36)

Extremity - Hand, elbow, arm below the elbow, foot, knee, and leg below the knee. The arm above the elbow and the leg above the knee are considered part of the whole body.

(37)

Field emission equipment - Equipment that uses an x-ray tube in which electron emission from the cathode is due solely to the action of an electric field.

(38)

Filter - Material placed in the useful beam to preferentially absorb selected radiations.

(39)

Gray - The SI unit of absorbed dose. One gray is equal to an absorbed dose of 1 joule per kilogram or 100 rad.

(40)

Half-value layer - The thickness of a specified material that attenuates the beam of radiation to an extent such that the exposure rate is reduced to one-half of its original value.

(41)

Healing arts - Any system, treatment, operation, diagnosis, prescription, or practice for the ascertainment, cure, relief, palliation, adjustment, or correction of any human disease, ailment, deformity, injury, or unhealthy or abnormal physical or mental condition.

(42)

Hearing - A proceeding to examine an application or other matter before the agency in order to adjudicate rights, duties, or privileges.

(43)

Human use - For exposure to x-ray radiation from radiation machines, the external administration of radiation to human beings for healing arts purposes or research and/or development specifically authorized by the agency.

(44)

Image receptor - Any device, such as a fluorescent screen or radiographic film, that transforms incident x-ray photons either into a visible image or into another form that can be made into a visible image by further transformations.

(45)

Individual - Any human being.

(46)

Individual monitoring - The assessment of dose equivalent to an individual by the use of:

(A)

individual monitoring devices; or

(B)

survey data.

(47)

Individual monitoring devices - Devices designed to be worn by a single individual for the assessment of dose equivalent. For purposes of this section, "personnel dosimeter" and "dosimeter" are equivalent terms. Examples of individual monitoring devices are film badges, thermoluminescence dosimeters, optically stimulated luminescence dosimeters, pocket ionization chambers (pocket dosimeters), and electronic personal dosimeters.

(48)

Inspection - An official examination and/or observation including, but not limited to, records, tests, surveys, and monitoring to determine compliance with the Texas Radiation Control Act and agency rules, orders, requirements, and conditions of the certificate of registration.

(49)

Institutional Review Board - Any board, committee, or other group formally designated by an institution to review, approve the initiation of, and conduct periodic review of biomedical research involving human subjects.

(50)

Interested person - A person who participates in a hearing concerning a contested case but who is not admitted as a party by the ALJ.

(51)

Ionizing radiation - Any electromagnetic or particulate radiation capable of producing ions, directly or indirectly, in its passage through matter. Ionizing radiation includes gamma rays and x rays, alpha and beta particles, high speed electrons, neutrons, and other nuclear particles.

(52)

kV - Kilovolt.

(53)

kVp - Kilovolt peak (See definition for peak tube potential).

(54)

kWs - Kilowatt-second. It is equivalent to 10 E 3 watt-second, where 1 watt-second =1 kilovolt x 1 milliampere x 1 second.

(55)

Lead equivalent - The thickness of lead affording the same attenuation, under specified conditions, as the material in question.

(56)

Leakage radiation - Radiation emanating from the diagnostic assembly except for the useful beam and radiation produced.

(57)

Lens dose equivalent - The external dose equivalent to the lens of the eye at a tissue depth of 0.3 centimeters (300 milligrams per square centimeter).

(58)

License - A form of permission given by the agency to an applicant who has met the requirements for licensing set out in the Texas Radiation Control Act and this chapter.

(59)

Licensed material - Radioactive material received, possessed, used, or transferred under a general or specific license issued by the agency.

(60)

Licensed medical physicist - An individual holding a current Texas license under the Medical Physics Practice Act, Texas Civil Statutes, Article 4512n.

(61)

Licensee - Any person who is licensed by the agency in accordance with the Texas Radiation Control Act and this chapter.

(62)

Licensing state - Any state with rules equivalent to the Suggested State Regulations for Control of Radiation relating to, and having an effective program for, the regulatory control of naturally occurring or accelerator-produced radioactive material (NARM) and has been designated as such by the Conference of Radiation Control Program Directors, Inc.

(63)

mA - Milliampere.

(64)

mAs - Milliampere-second.

(65)

Medical research - The investigation of various health risks and diseases using radiation machines as part of the evaluation process.

(66)

Member of the public - Any individual, except when that individual is receiving an occupational dose.

(67)

Minor - An individual less than 18 years of age.

(68)

Mobile services - The utilization of radiation machines in temporary locations for limited time periods. The radiation machines may be fixed inside a mobile van or transported to temporary locations.

(69)

Mobile x-ray equipment - (See definition for x-ray equipment).

(70)

Monitoring - The measurement of radiation and the use of the results of these measurements to evaluate potential exposures and doses. For purposes of this chapter, "radiation monitoring" and "radiation protection monitoring" are equivalent terms.

(71)

Non-certified equipment - Equipment manufactured and assembled prior to certification requirements of 21 Code of Federal Regulations.

(72)

Notice of violation - A written statement of one or more alleged infringements of a legally binding requirement. The notice normally requires the registrant to provide a written statement describing the following:

(A)

corrective steps taken by the registrant and the results achieved;

(B)

corrective steps to be taken to prevent recurrence; and

(C)

the projected date for achieving full compliance. The agency may require responses to notices of violation to be under oath.

(73)

Occupational dose - The dose received by an individual in the course of employment in which the individual's assigned duties involve exposure to radiation from licensed/registered and unlicensed/unregistered sources of radiation, whether in the possession of the licensee/registrant or other person. Occupational dose does not include dose received from background radiation, from any medical administration the individual has received, from exposure to individuals administered radioactive material and released in accordance with this chapter or from voluntary participation in medical research programs, or as a member of the public.

(74)

Order - A specific directive contained in a legal document issued by the agency.

(75)

Party - A person designated as such by the ALJ. A party may consist of the following:

(A)

the agency;

(B)

an applicant, licensee, registrant, accredited mammography facility, or certified industrial radiographer; and

(C)

any person affected.

(76)

Patient - An individual subjected to dental examination, diagnosis, or treatment.

(77)

Peak tube potential - The maximum value of the potential difference across the x-ray tube during an exposure.

(78)

Person - Any individual, corporation, partnership, firm, association, trust, estate, public or private institution, group, agency, local government, any other state or political subdivision or agency thereof, or any other legal entity, and any legal successor, representative, agent, or agency of the foregoing, other than the United States Nuclear Regulatory Commission, and other than federal government agencies licensed or exempted by the United States Nuclear Regulatory Commission.

(79)

Personnel monitoring equipment (See definition for individual monitoring devices.)

(80)

Phototimer - A method for controlling radiation exposures to image receptors by the amount of radiation that reaches a radiation monitoring device. The radiation monitoring device is part of an electronic circuit that controls the duration of time the tube is activated (See definition for automatic exposure control).

(81)

Portable x-ray equipment - (See definition for x-ray equipment).

(82)

Primary protective barrier - (See definition for protective barrier).

(83)

Protective barrier - A barrier of radiation absorbing materials used to reduce radiation exposure. The types of protective barriers are as follows:

(A)

primary protective barrier - The material, excluding filters, placed in the useful beam, for protection purposes, to reduce the radiation exposure.

(B)

secondary protective barrier - A barrier sufficient to attenuate the stray radiation to the required degree.

(84)

Public dose - The dose received by a member of the public from exposure to radiation from licensed/registered and unlicensed/unregistered sources of radiation, whether in the possession of the licensee/registrant or other person. It does not include occupational dose or doses received from background radiation, from any medical administration the individual has received, from exposure to individuals administered radioactive material and released in accordance this chapter or from voluntary participation in medical research programs, or as a member of the public.

(85)

Rad - The special unit of absorbed dose. One rad is equal to an absorbed dose of 100 ergs per gram or 0.01 joule per kilogram (0.01 gray).

(86)

Radiation - One or more of the following:

(A)

gamma and x rays; alpha and beta particles and other atomic or nuclear particles or rays;

(B)

stimulated emission of radiation from any electronic device to such energy density levels as to reasonably cause bodily harm; or

(C)

sonic, ultrasonic, or infrasonic waves from any electronic device or resulting from the operation of an electronic circuit in an electronic device in the energy range to reasonably cause detectable bodily harm.

(87)

Radiation area - Any area, accessible to individuals, in which radiation levels could result in an individual receiving a dose equivalent in excess of 0.005 rem (0.05 millisievert) in one hour at 30 centimeters from the radiation machine or from any surface that the radiation penetrates.

(88)

Radiation machine - Any device capable of producing ionizing radiation except those devices with radioactive material as the only source of radiation.

(89)

Radiation safety officer - An individual who has a knowledge of and the authority and responsibility to apply appropriate radiation protection rules, standards, and practices, who must be specifically authorized on a certificate of registration, and who is the primary contact with the agency.

(90)

Radiograph - An image receptor on which the image is created directly or indirectly by an x-ray pattern and results in a permanent record.

(91)

Registrant - Any person issued a certificate of registration by the agency in accordance with the Texas Radiation Control Act and this chapter.

(92)

Regulation (See definition for rule.)

(93)

Rem - The special unit of any of the quantities expressed as dose equivalent. The dose equivalent in rem is equal to the absorbed dose in rad multiplied by the quality factor (1 rem = 0.01 sievert).

(94)

Remote inspection - An examination by the agency of information submitted by the registrant on a form provided by the agency.

(95)

Requestor - A person claiming party status as a person affected.

(96)

Research and development - Research and development is defined as:

(A)

theoretical analysis, exploration, or experimentation; or

(B)

the extension of investigative findings and theories of a scientific or technical nature into practical application for experimental and demonstration purposes, including the experimental production and testing of models, devices, equipment, materials, and processes.

(97)

Restricted area - An area, access to which is limited by the registrant for the purpose of protecting individuals against undue risks from exposure to radiation. Restricted area does not include areas used as residential quarters, but separate rooms in a residential building may be set apart as a restricted area.

(98)

Roentgen (R) - The special unit of exposure. One roentgen (R) equals 2.58 x 10 -4 coulombs per kilogram of air. (See definition for exposure.)

(99)

Rule - Any agency statement of general applicability that implements, interprets, or prescribes law or policy, or describes the procedure or practice requirements of an agency. The term includes the amendment or repeal of a prior section but does not include statements concerning only the internal management or organization of any agency and not affecting private rights or procedures. The word "rule" was formerly referred to as "regulation."

(100)

Scattered radiation - Radiation that has been deviated in direction during passage through matter.

(101)

Secondary protective barrier (See definition for protective barrier).

(102)

Severity level - A classification of violations based on relative seriousness of each violation and the significance of the effect of the violation on the occupational or public health or safety.

(103)

Shallow dose equivalent - The dose equivalent at a tissue depth of 0.007 centimeters (7 milligrams per square centimeter) averaged over an area of 1 square centimeter (applies to the external exposure of the skin or an extremity).

(104)

SI - The abbreviation for the International System of Units.

(105)

Sievert - The SI unit of any of the quantities expressed as dose equivalent. The dose equivalent in sievert is equal to the absorbed dose in gray multiplied by the quality factor (1 sievert = 100 rem).

(106)

Source of radiation - Any radioactive material, or any device or equipment emitting or capable of producing radiation.

(107)

Source-to-image receptor distance - The distance from the source to the center of the input surface of the image receptor.

(108)

Source-to-skin distance - The distance between the source and the skin of the patient.

(109)

Special units - The conventional units historically used by registrants, i.e., rad (absorbed dose), and rem (dose equivalent).

(110)

Stationary x-ray equipment - (See definition for x-ray equipment).

(111)

Stray radiation - The sum of leakage and scattered radiation.

(112)

Supervision - The delegating of the task of applying radiation in accordance with this section to persons not licensed in dentistry, who provide services under the dentist's control. The dentist assumes full responsibility for these tasks and must assure that the tasks will be administered correctly.

(113)

Survey - An evaluation of the radiological conditions and potential hazards incident to the production, use, transfer, and/or disposal of radiation machines. When appropriate, such survey includes, but is not limited to, tests, physical examination of location of equipment or radiation machines, and measurements of levels of radiation present, and evaluation of administrative and/or engineered controls.

(114)

Technique chart - A chart that provides all necessary generator control settings and geometry needed to make clinical radiographs when the radiation machine is in manual mode.

(115)

Technique factors - The conditions of operation that are specified as follows:

(A)

for capacitor energy storage equipment, peak tube potential in kilovolt and quantity of charge in milliampere-second;

(B)

for field emission equipment rated for pulsed operation, peak tube potential in kilovolt and number of x-ray pulses; and

(C)

for all other equipment, peak tube potential in kilovolt and either tube current in milliamperes and exposure time in seconds or the product of tube current and exposure time in milliampere-second.

(116)

Termination - A release by the agency of the obligations and authorizations of the registrant under the terms of the certificate of registration. It does not relieve a person of duties and responsibilities imposed by law or rule.

(117)

Texas Regulations for Control of Radiation (TRCR) - All sections of Title 25 Texas Administrative Code, Chapter 289.

(118)

Total effective dose equivalent - For external exposures only to x-ray radiation from radiation machines, the total effective dose equivalent is equal to the deep dose equivalent. If an individual receives an occupational dose from both radiation machines and radioactive materials, the total effective dose equivalent is the sum of the deep dose equivalent for external exposures and the committed effective dose equivalent for internal exposures as defined in §289.201(b) of this title.

(119)

Tube - An x-ray tube, unless otherwise specified.

(120)

Tube housing assembly - The tube housing with tube installed. It includes high-voltage and/or filament transformers and other appropriate elements when such are contained within the tube housing.

(121)

Unrestricted area (uncontrolled area) - An area, access to which is neither limited nor controlled by the registrant. For purposes of this section, "uncontrolled area" is an equivalent term.

(122)

Useful beam - The radiation emanating from the tube housing port or the radiation head and passing through the aperture of the beam-limiting device when the exposure controls are in a mode to cause the system to produce radiation.

(123)

Violation - An infringement of any rule, license or registration condition, order of the agency, or any provision of the Texas Radiation Control Act.

(124)

X-ray control - A device that controls input power to the x-ray high-voltage generator and/or the x-ray tube. It includes components such as timers, phototimers, automatic brightness stabilizers, and similar devices that control the technique factors of an x-ray exposure.

(125)

X-ray equipment - An x-ray system, subsystem, or component thereof. Types of x-ray equipment are as follows:

(A)

mobile x-ray equipment - x-ray equipment mounted on a permanent base with wheels and/or casters for moving while completely assembled;

(B)

portable x-ray equipment - x-ray equipment designed to be hand-carried; or

(C)

stationary x-ray equipment - x-ray equipment that is installed in a fixed location.

(126)

X-ray field - That area of the intersection of the useful beam and any one of the set of planes parallel to and including the plane of the image receptor, whose perimeter is the locus of points at which the exposure rate is one-fourth of the maximum in the intersection.

(127)

X-ray high-voltage generator - A device that transforms electrical energy from the potential supplied by the x-ray control to the tube operating potential. The device may also include means for transforming alternating current to direct current, filament transformers for the x-ray tubes, high-voltage switches, electrical protective devices, and other appropriate elements.

(128)

X-ray system - An assemblage of components for the controlled production of x rays. It includes minimally an x-ray high-voltage generator, an x-ray control, a tube housing assembly, a beam-limiting device, and the necessary supporting structures. Additional components that function with the system are considered integral parts of the system.

(129)

X-ray subsystem - Any combination of two or more components of an x-ray system.

(130)

X-ray tube - Any electron tube that is designed to be used primarily for the production of x rays.

(131)

Whole body - For purposes of external exposure, head, trunk including male gonads, arms above the elbow, or legs above the knee.

(132)

Worker - An individual engaged in work under a certificate of registration issued by the agency and controlled by a registrant, but does not include the registrant.

(133)

Year - The period of time beginning in January used to determine compliance with the provisions of this chapter. The registrant may change the starting date of the year used to determine compliance by the registrant provided that the change is made at the beginning of the year and that no day is omitted or duplicated in consecutive years.

(d)

Exemptions.

(1)

The agency may, upon application therefor or upon its own initiative, exempt a source of radiation or a kind of use or user from the requirements of this section if the agency determines that the exemption is not prohibited by law and will not result in a significant risk to public health and safety. In determining such exemptions, the agency will consider:

(A)

state of technology;

(B)

economic considerations in relation to benefits to the public health and safety; and

(C)

other societal, socioeconomic, or public health and safety considerations.

(2)

Electronic equipment that produces radiation incidental to its operation for other purposes is exempt from the registration and notification requirements of this section, provided that the dose equivalent rate averaged over an area of 10 square centimeters does not exceed 0.5 millirem per hour at 5 centimeters from any accessible surface of such equipment. The production, testing, or factory servicing of such equipment shall not be exempt.

(3)

Radiation machines in transit or in storage incident to transit are exempt from the requirements of this section. This exemption does not apply to the providers of radiation machines for mobile services. Facilities that have placed all radiation machines in storage, including storage in place, and have notified the agency in writing, are exempt from the requirements of this section. This exemption is void if any radiation machine is energized resulting in the production of radiation.

(4)

Inoperable radiation machines are exempt from the requirements of this section. For the purposes of this section, an inoperable radiation machine means a radiation machine that cannot be energized when connected to a power supply without repair or modification.

(5)

Financial institutions that take possession of radiation machines as the result of foreclosure, bankruptcy, or other default of payment are exempt from the requirements in this section to the extent that they demonstrate that the radiation machine is operable for the sole purpose of selling, leasing, or transferring.

(6)

No individual monitoring shall be required for personnel operating only dental radiation machines for dental diagnostic purposes. However, if the registrant chooses to provide individual monitoring, the registrant should comply with the individual monitoring requirements of §289.231(n) and (q)-(s) of this title (relating to General Provisions and Standards for Protection Against Machine-Produced Radiation).

(7)

Portable radiation machines designed to be hand-held are exempt from the requirements of subsection (i)(6)(D) of this section. The portable radiation machines must be held by the tube housing support or handle.

(8)

Individuals who are sole practitioners and sole operators and the only occupationally exposed individual are exempt from the following requirements:

(A)

subsection (i)(3) of this section; and

(B)

subsection (i)(5)(C) of this section.

(9)

In accordance with the Dental Practice Act, Texas Civil Statutes, Article 4551o, dental practices are exempt from the Medical Physics Practice Act, Texas Civil Statutes, Article 4512n. Dentists required to have tests performed in accordance with subsection (i)(6)(J)(i) of this section may select any qualified person authorized by registration through the Bureau of Radiation Control.

(10)

A registrant is not required to post caution signs in areas or rooms containing radiation machines for periods of less than eight hours, if each of the following conditions is met:

(A)

the radiation machines are constantly attended during these periods by an individual who takes the precautions necessary to prevent the exposure of individuals to radiation in excess of the limits established in this section; and

(B)

the area or room is subject to the registrant's control.

(e)

Communications.

(1)

Except where otherwise specified, all communications and reports concerning this chapter and applications filed under them should be mailed by postal service to the Bureau of Radiation Control, Texas Department of Health, 1100 West 49th Street, Austin, Texas, 78756-3189. Communications, reports, and applications may be delivered in person to the agency's office located at 8407 Wall Street, Austin, Texas.

(2)

Documents received by the agency will be deemed to have been received on the date of the postmark, telegram, telefacsimile, or electronic media transmission.

(f)

Interpretations. Except as specifically authorized by the agency in writing, no interpretation of the meaning of this chapter by any officer or employee of the agency other than a written interpretation by the Office of General Counsel, Texas Department of Health, will be considered binding upon the agency.

(g)

Fees for Certificates of Registration for Dental Facilities.

(1)

Payment of fees.

(A)

Each application for a certificate of registration for which a fee is prescribed in paragraph (2) of this subsection shall be accompanied by a nonrefundable fee equal to the appropriate annual fee. No application will be accepted for filing or processed prior to payment of the full amount specified. For facilities possessing ten or more machines at a single authorized use location, the fee is specified in paragraph (2) of this subsection.

(B)

A nonrefundable fee, in accordance with paragraph (2) of this subsection, shall be paid annually for each certificate of registration for radiation machines. For facilities possessing one to nine machines at a single authorized use location, the fee consists of a base fee plus a fee for each machine possessed.

(C)

Each application for reciprocal recognition of an out-of-state registration in accordance with subsection (h)(8) of this section shall be accompanied by the applicable annual fee, provided that no such fee has been submitted within 12 months of the date of commencement of the proposed activity.

(D)

Fee payments shall be in cash or by check or money order made payable to the Texas Department of Health. The payments may be made by personal delivery to the central office, Bureau of Radiation Control, Texas Department of Health, 1100 West 49th Street, Austin, Texas, or mailed to the Bureau of Radiation Control, Texas Department of Health, 1100 West 49th Street, Austin, Texas, 78756-3189.

(2)

Schedule of annual fees for certificates of registration for dental radiation machines. The annual fees for certificates of registration for dental radiation machines include the following:

Figure: 25 TAC §289.232(g)(2)

(3)

Failure to pay prescribed fees.

(A)

In any case where the agency finds that an applicant for a certificate of registration has failed to pay the fee prescribed in this section, the agency will not process that application until such fee is paid.

(B)

In any case where the agency finds that a registrant has failed to pay a fee prescribed by this section by the due date, the registrant shall pay an annual late payment fee of 20% of the annual fee prescribed in this paragraph and paragraph (2) of this subsection, in addition to the annual registration fee. The annual late payment fee shall not exceed $10,000 for each registrant who fails to pay the fees prescribed by this section.

(C)

In any case where the agency finds that a registrant has failed to pay a fee prescribed by this section by the due date, the agency may implement compliance procedures as provided in subsection (k)(2)(C) of this section.

(h)

Registration of Radiation Machine Use.

(1)

Application for registration.

(A)

Each person having a radiation machine used in dentistry shall apply for registration with the agency within 30 days following the commencement of the operation of the radiation machine, except for mobile services that shall be registered in accordance with paragraph (4) of this subsection and clinical trial evaluations that shall be registered in accordance with paragraph (4)(F) of this subsection.

(B)

Application for registration shall be completed on forms prescribed by the agency and shall contain all the information required by the form and accompanying instructions.

(C)

The applicant shall be qualified by reason of training and experience to use the radiation machines for the purpose requested in accordance with this section in such a manner as to minimize danger to public health and safety.

(D)

A radiation safety officer shall be designated on each application form. The qualifications of that individual shall be submitted to the agency with the application. The radiation safety officer shall meet the applicable requirements of paragraph (9) of this subsection and carry out the responsibilities of paragraph (10) of this subsection.

(E)

An application for use of a radiation machine in dentistry must be signed by a licensed dentist. The signature of the administrator, president, or chief executive officer will be accepted in lieu of a licensed dentist's signature if the facility is a licensed hospital or a medical facility with more than ten radiation machines. The application shall also be signed by the radiation safety officer if the radiation safety officer is someone other than the licensed dentist.

(F)

The agency may at any time after the filing of the original application require further statements in order to enable the agency to determine whether the certificate of registration should be issued or denied.

(G)

An application for a certificate of registration may include a request for a certificate of registration authorizing one or more activities. If an application includes a request for an additional authorization other than use of a radiation machine in dentistry, compliance with other applicable sections of this chapter will be required.

(H)

Applications and documents submitted to the agency may be made available for public inspection except that the agency may withhold any document or part thereof from public inspection in accordance with subsection (j)(1)(K)-(N) of this section.

(I)

Each application for a certificate of registration shall be accompanied by the fee prescribed in subsection (g) of this section.

(J)

BRC Form 226-1, Franchise Tax Information Form, shall be submitted with the application to confirm that no tax owed the state under Tax Code, Chapter 171, is delinquent.

(K)

The applicant's proposed radiation machines, facilities, and operating and safety procedures shall be adequate to minimize danger to public health and safety.

(2)

Application for registration of mobile services used in dentistry. In addition to the requirements of paragraph (1) of this subsection, each applicant shall apply for and receive authorization for mobile services before beginning mobile service operation. The following shall be submitted.

(A)

An established main location where the machine, records, etc. will be maintained for inspection. This must be a street address, not a post office box number.

(B)

A sketch or description of the normal configuration of each x-ray machine's use, including the operator's position and any ancillary personnel's location during exposures. If a mobile van is used with a fixed radiation machine inside, furnish the floor plan indicating protective shielding and the operator's location.

(C)

For dental radiation machines used in mobile services, current copy of the applicant's operating and safety procedures regarding radiological practices for protection of patients, operators, employees, and the general public.

(3)

Issuance of certificate of registration.

(A)

Upon a determination that an application meets the requirements of the Texas Radiation Control Act and the rules of the agency, the agency may issue a certificate of registration authorizing the proposed activity in such form and containing such conditions and limitations as it deems appropriate or necessary.

(B)

The agency may incorporate in the certificate of registration at the time of issuance, or thereafter by amendment, such additional requirements and conditions with respect to the registrant's possession, use, and transfer of radiation machines subject to this section as it deems appropriate or necessary in order to:

(i)

minimize danger to public health and safety;

(ii)

require such reports and the keeping of such records, and to provide for such inspections of activities under the registration as may be appropriate or necessary; and

(iii)

prevent loss or theft of radiation machines subject to this section.

(4)

Specific terms and conditions of certificates of registration.

(A)

Each certificate of registration issued in accordance with this section shall be subject to the applicable provisions of the Texas Radiation Control Act, now or hereafter in effect, and to the applicable rules and orders of the agency.

(B)

No certificate of registration issued or granted under this section shall be transferred, assigned, or in any manner disposed of, either voluntarily or involuntarily, to any person unless the agency authorizes the transfer in writing.

(C)

Each person registered by the agency for radiation machine use in accordance with this section shall confine use and possession of the radiation machine registered to the locations and purposes authorized in the certificate of registration.

(D)

The registrant shall notify the agency within 30 days of any changes that would render the information contained in the application for registration and/or the certificate of registration inaccurate.

(E)

The following criteria applies to loaner radiation machines and radiation machines used for clinical trial evaluations.

(i)

Radiation machines used for clinical trial evaluations and loaner radiation machines may be used for up to 60 days without adding the radiation machines to an existing certificate of registration. The facility is required to notify the agency in writing of the period of use. If the use period will exceed 60 days, the facility will be required to add the radiation machines to their certificate of registration and a fee will be assessed.

(ii)

Facilities who do not have existing certificates of registration may not evaluate radiation machines unless an application for a certificate of registration has been submitted to the agency along with the appropriate fees prior to beginning use of the radiation machine.

(iii)

No fees will be assessed for the operation of loaner radiation machines or evaluation periods of 60 days or less unless the loaner radiation machines or evaluation periods are in a facility described in clause (ii) of this subparagraph.

(F)

The following applies to voluntary or involuntary petitions for bankruptcy.

(i)

Each registrant shall notify the agency, in writing, immediately following the filing of a voluntary or involuntary petition for bankruptcy.

(ii)

The notification specified in clause (i) of this subparagraph must include:

(I)

the bankruptcy court in which the petition for bankruptcy was filed; and

(II)

the date of the filing of the petition.

(iii)

A copy of the "petition for bankruptcy" shall be submitted to the agency along with the written notification.

(G)

The registrant is responsible for complying with this section and the conditions of the certificate of registration.

(H)

No person shall use machines that are not authorized in the certificate of registration issued by the agency.

(5)

Expiration of certificates of registration.

(A)

Except as provided by paragraph (7) of this subsection, each certificate of registration that specifies an expiration date expires at the end of the day on that date. Expiration of the certificate of registration does not relieve the registrant of the requirements of this section.

(B)

If a registrant does not submit an application for renewal of the certificate of registration under paragraph (7) of this subsection, as applicable, the registrant shall on or before the expiration date specified in the certificate of registration:

(i)

terminate use of all radiation machines;

(ii)

submit a record of the disposition of the radiation machines; and

(iii)

pay any outstanding fees in accordance with subsection (g) of this section.

(6)

Termination of certificates of registration. When a registrant decides to terminate all activities involving radiation machines authorized under the certificate of registration, the registrant shall notify the agency immediately and:

(A)

request termination of the certificate of registration in writing;

(B)

submit a record of the disposition of the radiation machines; and

(C)

pay any outstanding fees in accordance with subsection (g) of this section.

(7)

Renewal of certificate of registration.

(A)

Application for renewal of registration shall be filed in accordance with paragraph (1) of this subsection.

(B)

If a registrant files an application in proper form before the existing certificate of registration expires, such existing certificate of registration shall not expire until the application status has been determined by the agency.

(8)

Reciprocal recognition of out-of-state certificates of registration.

(A)

Whenever any radiation machine is to be brought into the state for any temporary use, the person proposing to bring such machine into the state shall file written notice with the agency at least three working days before such machine is to be used in the state. The notice shall include:

(i)

the number and type of radiation machines;

(ii)

the nature, start date, duration, and scope of use;

(iii)

the exact location where the radiation machines are to be used;

(iv)

the name of the Texas licensed dentist;

(v)

a copy of the person's operating and safety procedures; and

(vi)

the name and address where the machine users can be reached while in the state.

(B)

If, for a specific case, the three-day period would impose an undue hardship on the person, he/she may, at the determination of the agency, obtain permission to proceed sooner.

(C)

The out-of-state person shall provide a copy of their certificate of registration or equivalent document. If the state from which the machines are proposed to be brought does not issue certificates of registration or equivalent documents, a certificate of registration must be obtained from the agency in accordance with the provisions of this section.

(D)

In addition, the out-of-state person shall:

(i)

submit an annual fee as specified in subsection (g)(1)(D) of this section;

(ii)

comply with all applicable requirements of the agency; and

(iii)

supply the agency with such other information as the agency may reasonably request.

(E)

The agency may withdraw, limit, or qualify its acceptance of any certificate of registration or equivalent document issued by another agency upon determining that such action is necessary in order to prevent undue hazard to public health and safety or property.

(9)

Training and qualification requirements for radiation safety officers.

(A)

All radiation safety officers shall meet the following training requirements:

(i)

educational courses related to ionizing radiation safety or a radiation safety officer course;

(ii)

experience in the use and familiarity of the type of radiation machine used; and

(iii)

knowledge of potential radiation hazards or emergency precautions.

(iv)

licensed dentist radiation safety officers with documentation of licensing board number; or

(v)

non-practitioner radiation safety officers with the following:

(I)

evidence of a valid general certificate issued under the Medical Radiologic Technologist Certification Act, Texas Civil Statutes, Article 4512m, and at least two years of supervised use of radiation machines;

(II)

evidence of a valid limited general certificate issued under the Medical Radiologic Technologist Certification Act, Texas Civil Statutes, Article 4512m, and at least four years of supervised use of radiation machines;

(III)

evidence of registry by the American Registry of Radiologic Technologists (ARRT) or the American Registry of Clinical Radiologic Technologists (ARCRT) and at least two years of supervised use of radiation machines;

(IV)

evidence of associate degree in radiologic technology, health physics, or nuclear technology, and at least two years of supervised use of radiation machines;

(V)

evidence of registration with the Board of Nurse Examiners as a Registered Nurse or a Registered Nurse with an extended scope of practice (Nurse Practitioner) performing radiologic procedures, and at least two years of supervised use of radiation machines in the respective practitioners' specialty;

(VI)

evidence of registration with the Texas State Board of Physician Assistant Examiners, and at least two years of supervised use of radiation machines in the respective practitioners' specialty;

(VII)

evidence of:

(-a-)

registration with the Texas State Board of Dental Examiners performing radiologic procedures under a dentist's instruction and direction or evidence of a valid certificate as a registered dental hygienist; and

(-b-)

at least four years of supervised use of radiation machines in the respective dentists' specialty;

(VIII)

evidence of bachelor's (or higher) degree in a natural or physical science, health physics, radiological science, nuclear medicine, or nuclear engineering; or

(IX)

evidence of a current Texas license under the Medical Physics Practice Act, Texas Civil Statutes, Article 4512n, in medical health physics, diagnostic radiological physics, or medical nuclear physics for diagnostic x-ray facilities.

(B)

Academic institutions and/or research and development facilities shall have radiation safety officers who are faculty or staff members in radiation protection, radiation engineering, or related disciplines. (This individual may also serve as the radiation safety officer over the dental section of the facility).

(C)

The radiation safety officer identified on a certificate of registration issued before September 1, 1993, need not comply with the training requirements in this subsection.

(10)

Responsibilities of radiation safety officers. Specific duties of the radiation safety officer include, but are not limited to, the following:

(A)

establishing and overseeing operating and safety procedures that maintain radiation exposures as low as reasonably achievable, and to review them regularly to ensure that the procedures are current and conform with this section;

(B)

if individual monitoring is provided, ensuring that individual monitoring devices are properly used by occupationally-exposed personnel, that records of the monitoring results are maintained, and that timely notifications are made as required by subsections (k) and (n) of this section;

(C)

investigating and reporting to the agency each known or suspected case of radiation exposure to an individual or radiation level detected in excess of limits established by this section and each theft or loss of radiation machines, determining the cause, and taking steps to prevent its recurrence;

(D)

having a thorough knowledge of management policies and administrative procedures of the registrant;

(E)

assuming control and having the authority to institute corrective actions including shut-down of operations when necessary in emergency situations or unsafe conditions;

(F)

maintaining records as required by this section;

(G)

ensuring that personnel are adequately trained and complying with this section, the conditions of the certificate of registration, and the operating and safety procedures of the registrant.

(i)

Use of Radiation Machines in Dentistry.

(1)

As low as reasonably achievable. The registrant shall use, to the extent practical, procedures and engineering controls based upon sound radiation protection principles to achieve occupational doses and public doses that are as low as reasonably achievable.

(2)

Prohibited uses.

(A)

The agency may prohibit use of dental radiation machines that pose significant threat or endanger public health and safety, in accordance with subsections (a)-(f), (i)(1) and (2), and (k)(2) of this section.

(B)

Individuals shall not be exposed to the useful beam except for healing arts purposes and unless such exposure has been authorized by a dentist. This provision specifically prohibits deliberate exposure for the following purposes:

(i)

exposure of an individual for training, demonstration, or other non-healing arts purposes;

(ii)

exposure of an individual for the purpose of research except as authorized by subsection (i)(7) of this section.

(3)

Operating and safety procedures. Each registrant shall have and implement written operating and safety procedures. These procedures shall be made available to each individual operating a radiation machine, including any restrictions of the operating technique required for the safe operation of the particular x-ray system. These procedures shall include, but are not limited to, the following procedures as applicable.

(A)

use of a technique chart in accordance with paragraph (6)(B) of this subsection;

(B)

radiation dose requirements in accordance with subsection (i)(4)(A) of this section;

(C)

holding of patients or film in accordance with subsection (i)(12)(A), (C) and (D) of this section;

(D)

film processing program in accordance with paragraphs (13) and (14) of this subsection;

(E)

posting notices to workers in accordance with subsection (i)(5)(C) of this section;

(F)

instructions to workers in accordance with subsection (i)(4)(D) of this section;

(G)

notifications and reports to individuals in accordance with subsection (j)(3)(B) and (C) of this section;

(H)

ordering x-ray exams in accordance with subsection (b)(1) of this section; and

(I)

posting of a radiation area in accordance with subsection (i)(5)(B) of this section.

(4)

Personnel requirements.

(A)

Occupational dose limits.

(i)

The registrant shall control the occupational dose to individuals, to the following dose limits.

(I)

An annual limit shall be the total effective dose equivalent being equal to 5 rems (0.05 sievert).

(II)

The annual limits to the lens of the eye, to the skin, and to the extremities shall be:

(-a-)

a lens dose equivalent of 15 rems (0.15 sievert); and

(-b-)

a shallow dose equivalent of 50 rems (0.5 sievert) to the skin or to any extremity.

(III)

The annual limits for a minor shall be 10% of the annual occupational dose limits specified in subclauses (I) and (II) of this clause.

(IV)

If a woman declares her pregnancy, the registrant shall ensure that the dose equivalent to an embryo/fetus during the entire pregnancy, due to occupational exposure of a declared pregnant woman, does not exceed 0.5 rem (5 millisievert). If a woman chooses not to declare pregnancy, the occupational dose limits specified in subclauses (I) and (II) of this clause are applicable to the woman.

(ii)

The assigned deep dose equivalent and shallow dose equivalent shall be for the portion of the body receiving the highest exposure.

(iii)

The deep dose equivalent, lens dose equivalent, and shallow dose equivalent may be assessed from surveys, calculations, or radiation measurements for the purpose of demonstrating compliance with the occupational dose limits, if the individual monitoring device was not in the region of highest potential exposure, or the results of individual monitoring are unavailable.

(iv)

The registrant shall reduce the dose that an individual may be allowed to receive in the current year by the amount of occupational dose received from radiation machines or radioactive materials while employed by any other person.

(B)

Dose limits for individual members of the public.

(i)

Each registrant shall conduct operations so that:

(I)

the total effective dose equivalent to individual members of the public from exposure to radiation from radiation machines does not exceed 0.5 rem (5 millisieverts) in a year, exclusive of the dose contribution from background radiation, exposure of patients to radiation for the purpose of medical diagnosis or therapy, or to voluntary participation in medical research programs; and

(II)

the dose in any unrestricted area from external exposure to radiation from radiation machines does not exceed 0.002 rem (0.02 millisieverts) in any one hour.

(ii)

If the registrant permits members of the public to have access to restricted areas, the limits for members of the public continue to apply to those individuals.

(iii)

The agency may impose additional restrictions on radiation levels in unrestricted areas in order to restrict the collective dose.

(C)

Occupational doses from other sources of radiation. Individuals who receive occupational doses from sources of radiation other than dental radiation machines may be required to comply with the requirements of §289.231(n) and (q)-(s) of this title.

(D)

Instructions to workers.

(i)

All individuals likely to receive in a year an occupational dose in excess of 100 millirem (1 millisievert) shall be:

(I)

kept informed of the storage, transfer, or use of radiation machines in the registrant's workplace;

(II)

instructed in the health protection problems associated with exposure to radiation, in precautions or procedures to minimize exposure, and in the purposes and functions of protective devices employed;

(III)

instructed in, and instructed to observe, to the extent within the worker's control, the applicable provisions of agency requirements and certificates of registration, for the protection of personnel from exposures to radiation occurring in such areas;

(IV)

instructed of their responsibility to report promptly to the registrant any condition that may constitute, lead to, or cause a violation of agency requirements or certificate of registration conditions, or unnecessary exposure to radiation;

(V)

instructed in the appropriate response to warnings made in the event of any unusual occurrence or malfunction that may involve exposure to radiation; and

(VI)

advised as to the radiation exposure reports that workers may request in accordance with subsection (j)(3)(D) of this section.

(ii)

The extent and frequency of these instructions shall be commensurate with potential radiological health protection problems associated with the radiation machines in the workplace.

(5)

Facility requirements.

(A)

General surveys and monitoring.

(i)

Each registrant shall make, or cause to be made, surveys that:

(I)

are necessary for the registrant to comply with this section; and

(II)

are necessary under the circumstances to evaluate:

(-a-)

the magnitude and extent of radiation levels; and

(-b-)

the potential radiological hazards.

(ii)

The registrant shall ensure that instruments and equipment used for quantitative radiation measurements, including entrance exposure, are operable and calibrated:

(I)

by a person licensed or registered by the agency, another agreement state, a licensing state, or the United States Nuclear Regulatory Commission to perform such service;

(II)

at intervals not to exceed 12 months;

(III)

after each instrument or equipment repair;

(IV)

for the types of radiation used and at energies appropriate for use; and

(V)

at an accuracy within 20% of the true radiation level.

(B)

Caution signs. Unless otherwise authorized by the agency, the standard radiation symbol prescribed shall use the colors magenta, or purple, or black on yellow background. The standard radiation symbol prescribed is the three-bladed design as follows:

Figure: 25 TAC §289.232(i)(5)(B)

(i)

the cross-hatched area of the symbol is to be magenta, or purple, or black; and

(ii)

the background of the symbol is to be yellow.

(C)

Posting of notices to workers.

(i)

Each registrant shall post current copies of the following documents:

(I)

this section;

(II)

the certificate of registration and conditions or documents incorporated into the certificate of registration by reference, and amendments thereto;

(III)

the operating procedures applicable to work under the certificate of registration; and

(IV)

any notice of violation, if applicable, involving radiological working conditions, or order issued in accordance with subsections (b) and (k)(2) of this section and documentation of the corrections of any violations.

(ii)

If posting of a document specified in clause (i) of this subparagraph is not practicable, the registrant shall post a notice that describes the document and states where it may be examined.

(iii)

Bureau of Radiation Control (BRC) Form 232-1, "Notice to Employees," as contained in subparagraph (D) of this paragraph, or an equivalent document containing at least the same wording as BRC Form 232-1, shall be posted by each registrant as required by this section.

(iv)

Documents, notices, or forms posted in accordance with this subsection shall:

(I)

appear in a sufficient number of places to permit individuals engaged in work under the certificate of registration to observe them on the way to or from any particular work location to which the document applies;

(II)

shall be conspicuous; and

(III)

shall be replaced if defaced or altered.

(D)

Notice to employees. The following form, or an equivalent as stated in subparagraph (C)(ii) of this paragraph, shall be posted.

Figure: 25 TAC §289.232(i)(5)(D)

(E)

Posting requirements. The registrant shall post each radiation area with a conspicuous sign or signs bearing the radiation symbol and the words "CAUTION, RADIATION AREA."

(F)

Exceptions to posting requirements. A registrant is not required to post caution signs in areas or rooms containing radiation machines for periods of less than 8 hours, if each of the following conditions is met:

(i)

the radiation machines are constantly attended during these periods by an individual who takes the precautions necessary to prevent the exposure of individuals to radiation in excess of the limits established in this section; and

(ii)

the area or room is subject to the registrant's control.

(6)

Radiation machine requirements.

(A)

Inventory.

(i)

Each registrant shall annually inventory all radiation machines possessed.

(ii)

Notification is required within 30 days of any change of radiation machine inventory. This includes installation or removal and the disposition of any machine disposed of or transferred. The assembler's notification of installation may be accepted in lieu of notification by the registrant. This does not relieve the registrant of the responsibility to assure that proper notification has been made.

(B)

Technique chart.

(i)

A technique chart relevant to the particular x-ray machine shall be provided or electronically displayed in the vicinity of the control panel and used by all operators.

(ii)

Technique and exposure indicators.

(I)

The technique factors to be used during an exposure shall be indicated before the exposure begins except when automatic exposure controls are used, in which case the technique factors that are set prior to the exposure shall be indicated.

(II)

On radiation machines having fixed technique factors, the requirement of subclause (I) of this clause may be met by permanent markings.

(III)

The x-ray control shall provide visual indication of the production of x rays.

(IV)

The indicated technique factors shall be accurate to within manufacturer's specifications. If these specifications are not available from the manufacturer, the factors shall be accurate to within ±10% of the indicated setting.

(C)

Labeling radiation machines. Each registrant shall ensure that each radiation machine is labeled in a conspicuous manner that cautions individuals that radiation is produced when it is energized. This label shall be affixed in a clearly visible location on the face of the radiation machine.

(D)

Mechanical support of tube head. The tube housing assembly shall be adjusted to remain stable during an exposure unless tube housing movement is a designed function of the x-ray system. The tube housing assembly supports shall not be hand-held.

(E)

Battery charge indicator. On battery-powered x-ray generators, visual means shall be provided on the control panel to indicate whether the battery is in a state of charge adequate for proper operation.

(F)

Radiation from components other than the diagnostic source assembly. The radiation emitted by a component other than the diagnostic source assembly shall not exceed 2 millirem in one hour at 5 centimeters from any accessible surface of the component when it is operated in an assembled x-ray system under any conditions for which it was designed. Measurement is averaged over an area of 100 square centimeter with no linear dimension greater than 20 centimeters.

(G)

Beam quality. The following requirements apply to beam quality.

(i)

Half-value layer.

(I)

The half-value layer of the useful beam for a given x-ray tube potential shall not be less than the values shown in the following Table II. If it is necessary to determine such half-value layer at an x-ray tube potential that is not listed in Table II, linear interpolation may be made.

Figure: 25 TAC §289.232(i)(6)(G)(i)(I)

(II)

For capacitor energy storage equipment, compliance with the requirements of subparagraph (G) of this paragraph shall be determined with the maximum quantity of charge per exposure.

(ii)

Filtration controls. For x-ray systems that have variable kilovolt peak and variable filtration for the useful beam, a device shall link the kilovolt peak selector with the filters and shall prevent an exposure unless the minimum amount of filtration required by clause (i) of this subparagraph is in the useful beam for the given kilovolt peak that has been selected. Any other system having removable filters shall be required to have the minimum amount of filtration as required by clause (i)(I) of this subparagraph permanently located in the useful beam during each exposure.

(H)

Multiple tubes. Where two or more radiographic tubes are controlled by one exposure switch, the tube or tubes that have been selected shall be clearly indicated prior to initiation of the exposure. This indication shall be both on the x-ray control panel and at or near the tube housing assembly that has been selected.

(I)

X-ray control. An x-ray control shall be incorporated into each x-ray system such that an exposure can be terminated by the operator at any time, except for exposures of 0.5 second or less. Each x-ray control shall be located in such a way as to permit the operator to remain in an area of less than 2 millirem in any one hour during the entire exposure. The exposure switch shall be of the continuous pressure type.

(J)

Equipment performance evaluation for dental facilities.

(i)

For all x-ray systems, the registrant shall perform, or cause to be performed, tests necessary to assure proper function of equipment with the indicated standard for each item specified. The following tests shall be performed every four years after installation at the authorized use location.

(I)

Timer.

(-a-)

The accuracy of the timer shall meet the manufacturer's specifications. If the manufacturer's specifications are not obtainable, the timer accuracy shall be ±10% of the indicated time with testing performed at 0.5 second.

(-b-)

Means shall be provided to terminate the exposure at a preset time interval, a preset product of current and time, a preset number of pulses, or a preset radiation exposure to the image receptor. In addition, it shall not be possible to make an exposure when the timer is set to a "zero" or "off" position if either position is provided.

(II)

Exposure reproducibility. When all technique factors are held constant, including control panel selections associated with automatic exposure control systems, the coefficient of variation of exposure for both manual and automatic exposure control systems shall not exceed 0.05. This requirement applies to clinically used techniques.

(III)

Kilovolt peak. If the registrant possesses documentation of the appropriate manufacturer's kilovolt peak specifications, the radiation machine shall meet those specifications. If the registrant does not possess documentation of the appropriate manufacturer's kilovolt peak specifications, the indicated kilovolt peak shall be accurate to within ñ 10% of the indicated setting(s). For radiation machines with fewer than three fixed kilovolt peak settings, the radiation machine shall be checked at those settings.

(IV)

Tube stability. The x-ray tube shall remain physically stable during exposures. In cases where tubes are designed to move during exposure, the registrant shall assure proper and free movement of the radiation machine.

(V)

Collimation. Field limitation shall meet the requirements of paragraph (11) of this subsection.

(VI)

Radiographic entrance exposure limits for dental facilities. The in-air exposure determined for the technique used for the specified average human adult patient thickness for routine intraoral (bite wing) dental radiography shall not exceed the following entrance exposure limits.

(-a-)

450 millirem for dental intraoral at 60 kilovolt peak and above; and

(-b-)

600 millirem for dental intraoral less than 60 kilovolt peak.

(ii)

Any items not meeting the specifications of the tests shall be corrected or repaired. Correction or repair shall begin within 30 days following the check and shall be performed according to a plan designated by the registrant. Correction or repair shall be completed no longer than 90 days from discovery unless authorized by the agency.

(K)

Security and control of radiation machines.

(i)

The registrant shall secure radiation machines from unauthorized removal.

(ii)

The registrant shall use devices and/or administrative procedures to prevent unauthorized use of radiation machines.

(L)

Modifications to radiation machines. The registrant shall document modifications to radiation machines that would alter the use of the radiation machine from the intended use as originally designed and manufactured.

(7)

Dental research. Any research using radiation machines on humans must be approved by an Institutional Review Board as required by 45 Code of Federal Regulations Part 46 and 21 Code of Federal Regulations Part 56. The Institutional Review Board must include at least one dentist to direct any use of radiation in accordance with subsection (b)(1) of this section.

(8)

Educational facilities. Facilities conducting training using non-humans are held to all the requirements of this section except for paragraphs (13) and (14) of this subsection concerning film processing, and paragraph (6)(J) of this subsection concerning equipment performance evaluation.

(9)

Certified radiation machines for dental facilities. In addition to the requirements of this section, the registrant shall not make, nor cause to be made, any modification of components or installations of components certified in accordance with the United States Food and Drug Administration Title 21, Code of Federal Regulations Part 1020, "Performance Standards for Ionizing Radiation Emitting Products," as amended, in any manner that could cause the installations or the components to fail to meet the requirements of the applicable parts of the standards specified in Title 21, Code of Federal Regulations Part 1020, except where a variance has been granted by the Director, Center for Devices and Radiological Health, United States Food and Drug Administration. A copy of the variance shall be maintained by the registrant in accordance with subsection (k)(1)(X) of this section for inspection by the agency.

(10)

Additional requirements for dental intraoral systems.

(A)

Source-to-skin distance. X-ray systems designed for use with an intraoral image receptor shall be provided with means to limit source-to-skin distance to not less than:

(i)

18 centimeters if operable above 50 kilovolt peak; or

(ii)

10 centimeters if not operable above 50 kilovolt peak.

(B)

Field limitation. Radiographic systems designed for use with an intraoral image receptor shall be provided with means to limit the x-ray beam such that:

(i)

if the minimum source-to-skin distance is 18 centimeters or more, the x-ray field at the minimum source-to-skin distance shall be restricted to a dimension of no more than 7 centimeters; and

(ii)

if the minimum source-to-skin distance is less than 18 centimeters, the x-ray field at the minimum source-to-skin distance shall be restricted to a dimension of no more than 6 centimeters.

(11)

Additional requirements for dental extraoral systems.

(A)

Field limitation. Dental rotational panoramic systems shall be provided with means to restrict the x-ray beam to the following:

(i)

the imaging slit in the transverse axis; and

(ii)

no more than a total of 0.5 inches larger than the imaging slit in the vertical axis.

(B)

All other dental extraoral radiographic systems (e.g., cephalometric) shall be provided with means to restrict the x-ray field to the image receptor. The x-ray field shall not exceed the image receptor by more than:

(i)

2.0% of the source-to-image receptor distance for the length or width of the image receptor for rectangular collimation; or

(ii)

2.0% of the source-to-image receptor distance for the diagonal of the image receptor for circular or polygon collimation.

(12)

Additional operational controls.

(A)

Film holding devices shall be used except in individual cases in which the dentist has determined that such holding devices are contraindicated. Written operating and safety procedures required by paragraph (3) of this subsection shall state the criteria under which the exception may apply.

(B)

The operator shall stand at least six feet from the useful beam or behind a protective barrier. The operator shall maintain verbal, aural, and visual contact with the patient.

(C)

The tube housing support shall be constructed and adjusted so that the tube housing shall not drift from its set position during an exposure. Neither the tube housing nor support housing shall be hand-held during an exposure.

(D)

Holding of patient or film. When a patient or film must be held during a radiation exposure, the procedures for selecting an individual who holds or supports the patient or film, and the procedure that the holder shall follow, shall be included in the written operating and safety procedures.

(13)

Automatic and manual film processing for dental facilities and mobile dental services.

(A)

Films shall be developed in accordance with the time-temperature relationships recommended by the film manufacturer. The specified developer temperature for automatic processing and the time-temperature chart for manual processing shall be posted in the darkroom. If the registrant determines an alternate time-temperature relationship is more appropriate for a specific facility, that time-temperature relationship shall be documented and posted.

(B)

Chemicals shall be replaced according to the chemical manufacturer's or supplier's recommendations or at an interval not to exceed three months.

(C)

Darkroom light leak tests shall be performed and any light leaks corrected at intervals not to exceed six months.

(D)

Lighting in the film processing/loading area shall be maintained with the filter, bulb wattage, and distances recommended by the film manufacturer for that film emulsion or with products that provide an equivalent level of protection against fogging.

(E)

Corrections or repairs of the light leaks or related deficiencies in subparagraphs (C) and (D) of this paragraph shall be initiated within 72 hours of discovery and completed no longer than 15 days from detection of the deficiency unless a longer time is authorized by the agency.

(F)

Documentation of the items in subparagraphs (B), (C), and (E) of this paragraph shall be made in accordance with subsection (j)(2)(A)(vii)-(ix) of this section.

(14)

Alternative processing systems. Users of daylight processing systems, laser processors, self-processing film systems, or other alternative processing systems shall follow manufacturer's recommendations for image processing.

(j)

Records and reports.

(1)

General provisions for records and reports.

(A)

All records required by this section shall be accurate and factual.

(B)

Records are only valid if stamped, initialed, or signed and dated by authorized personnel or otherwise authenticated. Records, such as letters, drawings, and specifications, shall include all pertinent information, such as stamps, initials, and signatures.

(C)

Each registrant shall use the SI units gray, sievert, and coulomb per kilogram, or the special units rad, rem, and roentgen, including multiples and subdivisions, and shall clearly indicate the units of all quantities on records required by this section.

(D)

The registrant shall make a clear distinction among the quantities entered on the records required by this section, such as, total effective dose equivalent, shallow dose equivalent, lens dose equivalent, and deep dose equivalent.

(E)

Each record required by this section shall be legible throughout the specified retention period.

(F)

The record shall be the original or a reproduced copy or a microform, provided that the copy or microform is authenticated by authorized personnel and that the microform is capable of producing a clear copy throughout the required retention period.

(G)

The record may also be stored in electronic media with the capability for producing legible, accurate, and complete records during the required retention period.

(H)

The registrant shall maintain adequate safeguards against tampering with and loss of records.

(I)

Subject to the limitations provided in the Texas Public Information Act, Government Code, Chapter 552, all information and data collected, assembled, or maintained by the agency are public records open to inspection and copying during regular office hours.

(J)

Any person who submits written information or data to the agency and requests that the information be considered confidential, privileged, or otherwise not available to the public under the Texas Public Information Act, shall justify such request in writing, including statutes and cases where applicable, addressed to the agency.

(i)

Documents containing information that is claimed to fall within an exception to the Texas Public Information Act shall be marked to indicate that fact. Markings shall be placed on the document on origination or submission.

(I)

The words "NOT AN OPEN RECORD" shall be placed conspicuously at the top and bottom of each page containing information claimed to fall within one of the exceptions.

(II)

The following wording shall be placed at the bottom of the front cover and title page, or first page of text if there is no front cover or title page:

Figure: 25 TAC §289.232(j)(1)(J)(i)(II)

(ii)

The agency requests, whenever possible, that all information submitted under the claim of an exception to the Texas Public Information Act be extracted from the main body of the application and submitted as a separate annex or appendix to the application.

(iii)

Failure to comply with any of the procedures described in subparagraphs (A) and (B) of this paragraph may result in all information in the agency file being disclosed upon an open records request.

(K)

The agency will determine whether information falls within one of the exceptions to the Texas Public Information Act. The Office of General Counsel will be queried as to whether or not there has been a previous determination that the information falls within one of the exceptions to the Texas Public Information Act. If there has been no previous determination and the agency believes that the information falls within one of the exceptions, an opinion of the Attorney General will be requested. If the agency agrees in writing to the request, the information shall not be open for public inspection unless the Attorney General's office subsequently determines that it is not an exception.

(L)

Requests for information.

(i)

All requests for open records information must be in writing and refer to documents currently in possession of the agency.

(ii)

The agency will ascertain whether the information may be released or whether it falls within an exception to the Texas Public Information Act.

(I)

The agency may take a reasonable period of time to determine whether information falls within one of the exceptions to the Texas Public Information Act.

(II)

If the information is determined to be public, it will be presented for inspection and/or copies of documents will be furnished within a reasonable period of time. A fee will be charged to recover agency costs for copies.

(iii)

Original copies of public records may not be removed from the agency. Under no circumstances shall material be removed from existing records.

(2)

Specific record keeping requirements.

(A)

The registrant shall ensure that the following records are made and/or maintained for each radiation machine and that each record is maintained in accordance with subsection (k)(1)(X) of this section for inspection by the agency.

(i)

Receipt, transfer, and disposal of radiation machines. Records of receipt, transfer, and disposal of radiation machines shall uniquely identify the radiation machine and include the date of the receipt, transfer, and disposal.

(ii)

Surveys.

(I)

As applicable, include a unique identification of the survey instrument used, and an exact description of the location of the survey.

(II)

The registrant shall retain the results of surveys to determine the dose from external sources of radiation used, in the absence of or in combination with individual monitoring data, in the assessment of individual dose equivalents in accordance with subsection (d)(6) of this section until the agency terminates each pertinent registration requiring the record.

(III)

Include the date and the identification of the person making the record.

(iii)

Calibrations. Include the date and the identification of the person making the record.

(iv)

Equipment performance evaluation tests. Records of the test results, including any numerical readings, and any corrections or repairs shall be maintained.

(v)

Inventory. Include the manufacturer name, model number, and serial number from the control panel or console of the radiation machine.

(vi)

Modifications performed on the radiation machine.

(vii)

Corrections/repairs. Corrections/repairs for darkrooms and film processing/loading areas shall include the date and initials of the person performing these functions.

(viii)

Processor chemical replacement. Documentation shall be made and maintained at the location where processor chemical replacement is performed, or at the record location for mobile services, and shall include the date and initials of the individual performing this function.

(ix)

Darkroom light leak tests. Documentation shall be made and maintained at the location where darkroom light leak tests are performed, or at the record location for mobile services, and shall include the date and initials of the individual performing this function.

(B)

Copies of records required in accordance with paragraph (A) of this subsection and by certificate of registration condition that are relevant to operations at an additional authorized use location shall be maintained at that location in addition to the main location specified on a certificate of registration.

(3)

Reports.

(A)

Reports of stolen, lost, or missing radiation machines.

(i)

Each registrant shall report to the agency by telephone a stolen, lost, or missing radiation machine immediately after its occurrence becomes known to the registrant.

(ii)

Each registrant required to make a report in accordance with clause (i) of this subparagraph shall, within 30 days after making the telephone report, make a written report to the agency that includes the following information:

(I)

a description of the radiation machine involved, including, the manufacturer name, model and serial number;

(II)

a description of the circumstances under which the loss or theft occurred;

(III)

a statement of disposition, or probable disposition, of the radiation machine involved;

(IV)

exposures of individuals to radiation, circumstances under which the exposures occurred, and the possible total effective dose equivalent to persons in unrestricted areas;

(V)

actions that have been taken, or will be taken, to recover the radiation machine; and

(VI)

procedures or measures that have been, or will be, adopted to ensure against a recurrence of the loss or theft of radiation machines.

(iii)

Subsequent to filing the written report, the registrant shall also report additional substantive information on the loss or theft within 30 days after the registrant learns of such information.

(iv)

The registrant shall prepare any report filed with the agency in accordance with this subsection so that names of individuals who may have received exposure to radiation are stated in a separate and detachable portion of the report.

(B)

Reports of incidents.

(i)

Notwithstanding other requirements for notification, each registrant shall immediately report each event involving a radiation machine possessed by the registrant that may have caused or threatens to cause an individual to receive:

(I)

a total effective dose equivalent of 25 rems (0.25 sievert) or more;

(II)

a lens dose equivalent of 75 rems (0.75 sievert) or more; or

(III)

a shallow dose equivalent to the skin or extremities of 250 rads (2.5 grays) or more.

(ii)

Each registrant shall, within 24 hours of discovery of the event, report to the agency each event involving loss of control of a radiation machine possessed by the registrant that may have caused, or threatens to cause an individual to receive, in a period of 24 hours:

(I)

a total effective dose equivalent exceeding 5 rems (0.05 sievert);

(II)

a lens dose equivalent exceeding 15 rems (0.15 sievert); or

(III)

a shallow dose equivalent to the skin or extremities exceeding 50 rems (0.5 sievert).

(iii)

Registrants shall make the initial notification reports required by clauses (i) and (ii) of this subparagraph by telephone to the agency and shall confirm the initial notification report within 24 hours by telegram, mailgram, or facsimile to the agency.

(iv)

The registrant shall prepare each report filed with the agency in accordance with this section so that names of individuals who have received exposure to sources of radiation are stated in a separate and detachable portion of the report.

(C)

Reports of exposures and radiation levels exceeding the limits.

(i)

In addition to the notification required by subparagraph (B) of this paragraph, each registrant shall submit a written report within 30 days after learning of any of the following occurrences:

(I)

incidents for which notification is required by subparagraph (B) of this paragraph;

(II)

doses in excess of any of the following:

(-a-)

the occupational dose limits for adults in subsection (i)(4)(A)(i) of this section;

(-b-)

the occupational dose limits for a minor in subsection (i)(4)(A)(i)(III) of this section;

(-c-)

the limits for an embryo/fetus of a declared pregnant woman in subsection (i)(4)(A)(i)(IV) of this section;

(-d-)

the limits for an individual member of the public in subsection (i)(4)(B) of this section; or

(-e-)

any applicable limit in the registration;

(III)

levels of radiation in:

(-a-)

a restricted area in excess of applicable limits in the certificate of registration; or

(-b-)

an unrestricted area in excess of 10 times the applicable limit set forth in this section or in the certificate of registration conditions, whether or not involving exposure of any individual in excess of the limits in subsection (i)(4)(B) of this section.

(ii)

Each report required by subparagraph (C)(i) of this paragraph shall describe the extent of exposure of individuals to radiation, including, as appropriate:

(I)

estimates of each individual's dose;

(II)

the levels of radiation involved;

(III)

the cause of the elevated exposures, dose rates; and

(IV)

corrective steps taken or planned to ensure against a recurrence, including the schedule for achieving conformance with applicable limits, and associated registration conditions.

(iii)

Each report filed in accordance with subparagraph (C)(i) of this paragraph shall include for each individual exposed: the name, social security number, and date of birth. With respect to the limit for the embryo/fetus in subsection (i)(4)(A)(i)(IV) of this section, the identifiers should be those of the declared pregnant woman. The report shall be prepared so that this information is stated in a separate and detachable portion of the report.

(iv)

All registrants who make reports in accordance with subparagraph (C)(i) of this paragraph shall submit the report in writing to the agency.

(D)

Reports to individuals of exposures.

(i)

If applicable, radiation exposure data for an individual shall be reported to the individual as specified in this paragraph. The information reported shall include data and results obtained in accordance with agency requirements, orders, certificate of registration conditions, as shown in records made and maintained by the registrant in accordance with this subsection. Each notification and report shall:

(I)

be in writing;

(II)

include appropriate identifying data such as the name of the registrant, the name of the individual, and the individual's identification number;

(III)

include the individual's exposure information; and

(IV)

contain the following statement: "This report is furnished to you under the provisions of the Texas Regulations for Control of Radiation, 25 Texas Administrative Code §289.232(i)(4)(A)-(C). You should preserve this report for further reference."

(ii)

If applicable, each registrant shall advise each worker annually of the worker's estimated dose as shown in records made and maintained by the registrant in accordance with subparagraph (C) of this paragraph.

(iii)

At the request of a worker formerly engaged in activities controlled by the registrant, each registrant shall furnish a written report of the worker's exposure to radiation if individual monitoring was provided. The report shall include the dose record for each year the worker was monitored in accordance with subsection (d)(6) of this section. Such report shall be furnished within 30 days from the date of the request, or within 30 days after the dose of the individual has been determined by the registrant, whichever is later. The report shall cover the period of time that the worker's activities involved exposure to radiation and the dates and locations of work under the certificate of registration in which the worker participated during this period.

(iv)

When a registrant is required in accordance with subparagraphs (B) and (C) of this paragraph to report to the agency any exposure of an identified occupationally exposed individual, or an identified member of the public, to radiation, the registrant shall also notify the individual and provide the individual with a copy of the report submitted to the agency, including the information required by clause (i) of this subparagraph. Such reports shall be transmitted at a time not later than the transmittal to the agency.

(v)

At the request of a worker who is terminating employment with the registrant in work involving exposure to radiation during the current year, each registrant shall provide at termination to each such worker, or to the worker's designee, a written report regarding the radiation dose received by that worker from operations of the registrant during the current year or fraction thereof, if individual monitoring was provided. If the most recent individual monitoring results are not available at that time, a written estimate of the dose shall be provided together with a clear indication that this is an estimate.

(k)

Compliance procedures.

(1)

Inspections.

(A)

The agency may enter public or private property at reasonable times to determine whether, in a matter under the agency's jurisdiction, there is compliance with the Texas Radiation Control Act, the agency's rules, certificate of registration conditions, and orders issued by the agency.

(B)

Each registrant shall afford to the agency at all reasonable times opportunity to inspect machines, activities, facilities, premises, and records in accordance with this section.

(C)

During an inspection, agency inspectors may consult privately with workers as specified in subparagraphs (I)-(R) of this paragraph. The registrant may accompany agency inspectors during other phases of an inspection.

(D)

If, at the time of inspection, an individual has been authorized by the workers to represent them during agency inspections, the registrant shall notify the inspectors of such authorization and shall give the workers' representative an opportunity to accompany the inspectors during the inspection of physical working conditions.

(E)

Each workers' representative shall be routinely engaged in work under control of the registrant and shall have received instructions as specified in subsection (i)(4)(D) of this section.

(F)

Different representatives of registrants and workers may accompany the inspectors during different phases of an inspection if there is no resulting interference with the conduct of the inspection. However, only one workers' representative at a time may accompany the inspectors.

(G)

With the approval of the registrant and the workers' representative, an individual who is not routinely engaged in work under control of the registrant, for example, a consultant to the registrant or to the workers' representative, shall be afforded the opportunity to accompany agency inspectors during the inspection of physical working conditions.

(H)

Notwithstanding the other provisions of this section, agency inspectors are authorized to refuse to permit accompaniment by any individual who deliberately interferes with a fair and orderly inspection. With regard to any area containing proprietary information, the workers' representative for that area shall be an individual previously authorized by the registrant to enter that area.

(I)

Agency inspectors may consult privately with workers concerning matters of occupational radiation protection and other matters related to applicable provisions of agency regulations and certificates of registration to the extent the inspectors deem necessary for the conduct of an effective and thorough inspection.

(J)

During the course of an inspection any worker may bring privately to the attention of the inspectors, either orally or in writing, any past or present condition which that individual has reason to believe may have contributed to or caused any violation of the Texas Radiation Control Act, the requirements in this section, certificate of registration conditions, or any unnecessary exposure of an individual to radiation from any radiation machine under the registrant's control. Any such notice in writing shall comply with the requirements of subparagraph (L) of this paragraph.

(K)

The provisions of subparagraph (J) of this paragraph shall not be interpreted as authorization to disregard instructions in accordance with subsection (i)(4)(D) of this section.

(L)

Any worker or representative of workers who believes that a violation of the Texas Radiation Control Act, the requirements of this section, or certificate of registration conditions exists or has occurred in work under a certificate of registration with regard to radiological working conditions in which the worker is engaged, may request an inspection by giving notice of the alleged violation to the agency. Any such notice shall be in writing, shall set forth the specific grounds for the notice, and shall be signed by the worker or representative of the workers. A copy shall be provided to the registrant by the agency no later than at the time of inspection except that, upon the request of the worker giving such notice, the worker's name and the name(s) of individual(s) referred to therein shall not appear in such copy or on any record published, released, or made available by the agency, except for good cause shown.

(M)

If, upon receipt of such notice, the agency determines that the request meets the requirements set forth in subparagraph (L) of this paragraph, and that there are reasonable grounds to believe that the alleged violation exists or has occurred, an inspection shall be made as soon as practicable to determine if such alleged violation exists or has occurred. Inspections in accordance with this section need not be limited to matters referred in the request.

(N)

No registrant, contractor or subcontractor of a registrant shall discharge or in any manner discriminate against any worker because of the following:

(i)

such worker has filed any request or instituted or caused to be instituted any proceeding under this section;

(ii)

such worker has testified or is about to testify in any such proceeding; or

(iii)

because of the exercise by such worker on behalf of that individual or others of any option afforded by this section.

(O)

If the agency determines, with respect to a request under subparagraphs (L)-(N) of this paragraph, that an inspection is not warranted because there are no reasonable grounds to believe that a violation exists or has occurred, the agency shall notify the requestor in writing of such determination. The requestor may obtain review of such determination in accordance with the provisions of the Texas Radiation Control Act and the Government Code, Chapters 2001 and 2002.

(P)

If the agency determines that an inspection is not warranted because the requirements of subparagraph (L) of this paragraph have not been met, the agency shall notify the requestor in writing of such determination. Such determination shall be without prejudice to the filing of a new request meeting the requirements of subparagraph (L) of this paragraph.

(Q)

The routine inspection interval for dental facilities is four years. On-site inspections and remote inspections may be alternated. The inspection interval specified is based upon the average number of health-related violations per inspection, as determined from compliance history data. This interval will be reviewed at least every two years, and appropriate adjustments will be made. Registrants having certificates of registration authorizing multiple uses will be inspected on-site at the most frequent interval specified for the uses authorized.

(R)

Notwithstanding the inspection interval specified in subparagraph (Q) of this paragraph, the agency may inspect registrants more frequently due to:

(i)

the persistence or severity of violations found during an inspection;

(ii)

investigation of an incident or complaint concerning the facility;

(iii)

a request for an inspection by a worker(s) in accordance with subparagraphs (L)-(N) of this paragraph;

(iv)

any change in a facility or radiation machine that might cause a significant increase in radiation output or hazard; or

(v)

a mutual agreement between the agency and registrant.

(S)

The agency will conduct inspections of dental radiation machines in a manner designed to cause as little disruption of a dental practice as is practicable.

(T)

For remote inspection of radiation machines, each registrant shall:

(i)

respond to a request from the agency for a remote inspection;

(ii)

complete the remote inspection forms in accordance with the instructions included with the forms; and

(iii)

return to the agency the completed remote inspection forms with documentation of the most recent equipment performance evaluation performed in accordance with subsection (i)(6)(J) of this section by the deadline indicated on the forms.

(U)

Each registrant shall perform, upon instructions from the agency, or shall permit the agency to perform such reasonable surveys as the agency deems appropriate or necessary including, but not limited to, surveys of:

(i)

radiation machines;

(ii)

facilities wherein radiation machines are used or stored;

(iii)

radiation detection and individual monitoring instruments; and

(iv)

other equipment and devices used in connection with utilization or storage of radiation machines.

(V)

A person who performs on-site inspection of dental radiation machines will have training in the design and uses of the products as specified in subparagraph (W) of this paragraph.

(W)

Training for agency inspectors of radiation machines.

(i)

Objectives. Training of agency inspectors of radiation machines will be conducted by the agency. Upon completion of training, the inspector will be able to:

(I)

select and operate the necessary testing equipment used to perform an inspection of radiation machines;

(II)

utilize radiation protection principles;

(III)

operate radiation detection instruments;

(IV)

define basic regulatory terminology;

(V)

apply this section regarding radiation machines;

(VI)

perform routine agency inspections of radiation machines;

(VII)

complete agency inspection documentation;

(VIII)

demonstrate knowledge of agency ethics, professional, and technical policies; and

(IX)

successfully achieve the objectives in this clause.

(ii)

Initial training program.

(I)

Initial training will be conducted during a six-month period.

(II)

All training evaluation instruments will be developed by the agency.

(III)

Instruments to be used in determining a proficiency level are as follows:

(-a-)

evaluation of each inspector's training needs prior to initial training;

(-b-)

evaluation of knowledge obtained and verification of tasks performed by each inspector subsequent to training received by the agency; and

(-c-)

evaluation of each inspector's task performance by the agency.

(iii)

Continuing education.

(I)

The agency inspector of radiation machines will accumulate 24 hours of continuing education regarding radiation machines, at intervals not to exceed 24 months. These hours of continuing education may be acquired as follows:

(-a-)

documented continuing education earned in an agency-accepted training format; and

(-b-)

agency staff meetings.

(II)

Failure to obtain 24 hours of continuing education within each 24 month interval may result in a reassessment by the agency of an agency inspector's proficiency level.

(III)

After the initial training period, each inspector of radiation machines will be evaluated by the agency, at intervals not to exceed 12 months.

(iv)

Agency proficiency standards. The agency proficiency standards for agency inspectors of radiation machines are as follows.

(I)

Level I. The agency inspector has not successfully achieved the objectives in clause (i) of this subparagraph after the initial training period. Additional training is required. Unsupervised inspections will not be performed.

(II)

Level II. The agency inspector has partially achieved the objectives in clause (i) of this subparagraph, but has not achieved the objective in clause (i)(IX) of this subparagraph after the initial training period. Additional training is required. Unsupervised inspections are not permitted for the type of radiation machines for which the objectives of clause (i)(IX) of this subparagraph have not been achieved. Unsupervised inspections may be performed for the type of radiation machines for which the objectives in clause (i)(IX) of this subparagraph have been successfully achieved.

(III)

Level III. The agency inspector has successfully achieved the objectives in clause (i) of this subparagraph. Supervision is not required for routine inspections.

(X)

Records/documents for agency inspection.

(i)

Each registrant shall make the following records/documents available to the agency for inspection, upon reasonable notice.

Figure: 25 TAC §289.232(k)(1)(X)(i)

(ii)

For radiation machines authorized for mobile service, copies of the records specified in clause (i)(I)-(VI) of this subparagraph shall be maintained with the radiation machine in accordance with clause (i) of this subparagraph for inspection by the agency. If on-board processors are utilized, film processing records for the last two years shall also be made on board in accordance with subsection (j)(2)(A)(vii)-(ix) of this section and maintained in accordance with clause (i) of this subparagraph for inspection by the agency.

(iii)

For authorized records locations for mobile services, copies of the records specified in clause (i)(II), (III), (VI)-(IX), and (XI) of this subparagraph shall be maintained with the radiation machine in accordance with clause (i) of this subparagraph for inspection by the agency. In addition, copies of film processing records for that location shall be made in accordance with subsection (j)(2)(A)(vii)-(ix) of this section and maintained in accordance with clause (i) of this subparagraph for inspection by the agency, excluding the two years of on-board processing records.

(2)

Hearing and enforcement procedures.

(A)

Violations. An injunction or other agency order may be obtained prohibiting any violation of any provision of the Texas Radiation Control Act or any rule or order issued thereunder. Any person who violates any provision of the Texas Radiation Control Act or any rule or order issued thereunder may be subject to civil and/or administrative penalties. Such person may also be guilty of a misdemeanor.

(B)

Denial of an application for a certificate of registration.

(i)

When the agency contemplates denial of an application for a certificate of registration, the registrant shall be afforded the opportunity for a hearing. Notice of the denial shall be delivered to the registrant by personal service or certified mail, addressed to the last known address.

(ii)

Any applicant or registrant against whom the agency contemplates denial of an application may request a hearing by writing the director within 30 days of service or date of mailing.

(I)

The written request for a hearing must contain the following:

(-a-)

statement requesting a hearing; and

(-b-)

name and address of the applicant or registrant;

(II)

Failure to submit a written request for a hearing within 30 days will render the agency action final.

(C)

Compliance procedures for registrants.

(i)

A registrant who commits a violation(s) will be issued a notice of violation.

(ii)

The terms and conditions of all certificates of registration shall be subject to amendment or modification. A certificate of registration may be modified, suspended, or revoked by reason of amendments to the Texas Radiation Control Act, or for violation of the Texas Radiation Control Act, the requirements of this section, a condition of the certificate of registration, or an order of the agency.

(iii)

Any certificate of registration may be modified, suspended, or revoked in whole or in part, for any of the following:

(I)

any material false statement in the application or any statement of fact required in accordance with provisions of the Texas Radiation Control Act;

(II)

conditions revealed by such application or statement of fact or any report, record, or inspection, or other means that would warrant the agency to refuse to grant a certificate of registration on an original application; or

(III)

violation of, or failure to observe applicable terms and conditions of the Texas Radiation Control Act, this section, or of the certificate of registration, or order of the agency.

(iv)

If another state or federal entity takes an action such as modification, revocation, or suspension of the certificate of registration, the agency may take a similar action against the registrant.

(v)

When the agency determines that the action provided for in clause (viii) of this subparagraph or subparagraph (D) of this paragraph is not to be taken immediately, the agency may offer the registrant an opportunity to attend an enforcement conference.

(vi)

Notice of any enforcement conference shall be delivered by personal service, or certified mail, addressed to the last known address. An enforcement conference is not a prerequisite for the action to be taken under clause (viii) of this subparagraph or subparagraph (D) of this paragraph.

(vii)

Except in cases in which the public health, interest, or safety requires otherwise, no certificate of registration shall be modified, suspended, or revoked unless, prior to the institution of proceedings therefore, facts or conduct that may warrant such action shall have been called to the attention of the registrant in writing, and the registrant shall have been accorded an opportunity to demonstrate compliance with all lawful requirements.

(viii)

When the agency contemplates modification, suspension, or revocation of the certificate of registration, the registrant shall be afforded the opportunity for a hearing. Notice of the contemplated action, along with a complaint, shall be given to the registrant by personal service or certified mail, addressed to the last known address.

(ix)

Any applicant or registrant against whom the agency contemplates an action described in clause (viii) of this subparagraph may request a hearing by writing the director within 30 days of service or date of mailing.

(I)

The written request for a hearing must contain the following:

(-a-)

statement requesting a hearing;

(-b-)

name, address, and identification number of the registrant against whom the action is being taken.

(II)

Failure to submit a written request for a hearing within 30 days will render the agency action final.

(D)

Assessment of Administrative Penalties.

(i)

When the agency determines that monetary penalties are appropriate, proposals for assessment of and hearings on administrative penalties shall be made in accordance with the Texas Radiation Control Act, §401.384, and applicable sections of the Formal Hearing Procedures, Chapter 1, §§1.21 - 1.34 of this title.

(ii)

Assessment of administrative penalties shall be based on the following criteria:

(I)

the seriousness of the violation(s);

(II)

previous compliance history;

(III)

the amount necessary to deter future violations;

(IV)

efforts to correct the violation; and

(V)

any other mitigating or enhancing factors.

(iii)

Application of administrative penalties. The agency may impose differing levels of penalties for different severity level violations and different classes of users as follows.

(I)

Administrative penalties may be imposed for severity level I and II violations. Administrative penalties will be considered for severity level III, IV, and V violations when they are combined with those of higher severity level(s) or for repeated violations that could have been prevented by corrective action and for which the registrant did not take effective corrective action.

(II)

The following Tables IA and IB show the base administrative penalties.

Figure: 25 TAC §289.232(k)(2)(D)(iii)(II)

(III)

Adjustments to the severity levels and percentages in Table IB may be made for the presence or absence of the following factors:

(-a-)

prompt identification and reporting;

(-b-)

corrective action to prevent recurrence;

(-c-)

compliance history;

(-d-)

prior notice of similar event;

(-e-)

multiple occurrences; and

(-f-)

negligence that resulted in or increased adverse effects.

(IV)

The penalty may be in an amount not to exceed $10,000 a day for a person who violates the Texas Radiation Control Act or a rule, order, or certificate of registration issued under the Texas Radiation Control Act. Each day a violation continues may be considered a separate violation for purposes of penalty assessment.

(iv)

The Office of General Counsel may conduct settlement negotiations.

(E)

Severity levels of violations for registrants.

(i)

Violations for registrants shall be categorized by one of the following severity levels.

(I)

Severity level I are violations that are most significant and may have a significant negative impact on occupational and/or public health and safety or on the environment.

(II)

Severity level II are violations that are very significant and may have a negative impact on occupational and/or public health and safety or on the environment.

(III)

Severity level III are violations that are significant and which, if not corrected, could threaten occupational and/or public health and safety or the environment.

(IV)

Severity level IV are violations that are of more than minor significance, but if left uncorrected, could lead to more serious circumstances.

(V)

Severity level V are violations that are of minor safety or environmental significance.

(ii)

Criteria to elevate or reduce severity levels.

(I)

Violations may be elevated to a higher severity level for the following reasons:

(-a-)

more than one violation resulted from the same underlying cause;

(-b-)

a violation contributed to or was the consequence of the underlying cause, such as a management breakdown or breakdown in the control of registered activities;

(-c-)

a violation occurred multiple times between inspections;

(-d-)

a violation was willful. This means the violation was the result of careless regard for requirements, deception, or other indications of willfulness by the registrant or employees of the registrant; or

(-e-)

compliance history.

(II)

Violations may be reduced to a lower level for the following reasons:

(-a-)

the registrant identified and corrected the violation prior to the agency inspection; or

(-b-)

the registrant's actions corrected the violation and prevented recurrence.

(iii)

Examples of severity levels. Examples of severity levels are available upon request to the agency.

(F)

Impoundment of radiation machines. Radiation machines shall be subject to impounding in accordance with §401.068 of the Texas Radiation Control Act and this paragraph.

(i)

In the event of an emergency, the agency shall have the authority to impound or order the impounding of radiation machines possessed by any person not equipped to observe or failing to observe the provisions of the Texas Radiation Control Act, or any rules, certificate of registration conditions, or orders issued by the agency. The agency shall submit notice of the action to be published in the Texas Register no later than 30 days following the end of the month in which the action was taken.

(ii)

At the agency's discretion, the impounded radiation machines may be disposed of by:

(I)

returning the radiation machine to a properly registered owner, upon proof of ownership, who did not cause the emergency;

(II)

releasing the radiation machine as evidence to police or courts;

(III)

returning the radiation machine to a registrant after the emergency is over and settlement of any compliance action; or

(IV)

sale, destruction or other disposition within the agency's discretion.

(iii)

If agency action is necessary to protect the public health and safety, no prior notice need be given the owner or possessor. If agency action is not necessary to protect the public health and safety, the agency will give written notice to the owner and/or the possessor of the impounded radiation machine of the intention to dispose of the radiation machine. Notice shall be the same as provided in subparagraph (C)(viii) of this paragraph. The owner or possessor shall have 30 days from the date of personal service or mailing to request a hearing under the Formal Hearing Procedures, Chapter 1, §§1.21 - 1.34 of this title, and in accordance with subparagraph (C)(ix) of this paragraph, concerning the intention of the agency. If no hearing is requested within that period of time, the agency may take the contemplated action, and such action is final.

(iv)

Upon agency disposition of a source of radiation, the agency may notify the owner and/or possessor of any expense the agency may have incurred during the impoundment and/or disposition and request reimbursement. If the amount is not paid within 60 days from the date of notice, the agency may request the Attorney General to file suit against the owner/possessor for the amount requested. If the owner/possessor desires to contest the amount of such charge, the owner/possessor may request a hearing under the Formal Hearing Procedures, Chapter 1, §§1.21 - 1.34 of this title and in accordance with paragraph (2)(I) of this subsection.

(v)

If the agency determines from the facts available to the agency that an impounded radiation machine is abandoned, with no reasonable evidence showing its owner or possessor, the agency may make such disposition of the radiation machine as it sees fit.

(G)

Emergency orders for certificates of registration.

(i)

When an emergency exists requiring immediate action to protect the public health or safety or the environment, the agency may, without notice or hearing, issue an order citing the existence of such emergency and require that certain actions be taken as it shall direct to meet the emergency. The agency shall, no later than 30 days following the end of the month in which the action was taken, submit notice of the action for publication in the Texas Register . The action taken will remain in full force and effect unless and until modified by subsequent action of the agency. These emergency orders shall apply to certificates of registration.

(ii)

An emergency order takes effect immediately upon service.

(iii)

Any person receiving an emergency order shall comply immediately.

(iv)

The registrant shall be afforded the opportunity for a hearing on an emergency order. Notice of the action, along with a complaint, shall be given to the registrant by personal service or certified mail, addressed to the last known address. A hearing shall be held on an emergency order if the person receiving the order makes a written application to the agency for a hearing within 30 days of the order date.

(I)

The hearing shall be held not less than 10 days nor more than 20 days after receipt of the written application for hearing.

(II)

At the conclusion of the hearing and after the proposal for decision is made as provided in the Texas Administrative Procedure Act, Texas Government Code, Chapter 2001, the commissioner shall take one of the following actions:

(-a-)

determine that no further action is warranted;

(-b-)

amend the certificate of registration;

(-c-)

revoke or suspend the certificate of registration;

(-d-)

rescind the emergency order; or

(-e-)

issue such other order as is appropriate.

(III)

The application and hearing shall not delay compliance with the emergency order.

(H)

Miscellaneous provisions.

(i)

Computation of time. A time period established by the requirements of this section shall begin on the first day after the event that invokes the time period. When the last day of the period falls on a Saturday, Sunday, or state or federal holiday, the period shall end on the next day that is not a Saturday, Sunday, or state or federal holiday. The time period shall expire at 5:00 p.m. of the last day of the computed period.

(ii)

Interested person.

(I)

An interested person may:

(-a-)

make sworn or unsworn statements;

(-b-)

attend a hearing and may present evidence after the presentation of evidence by the parties; or

(-c-)

be represented by an attorney.

(II)

An interested person may not:

(-a-)

cross-examine the witnesses of the parties;

(-b-)

object to evidence presented by the parties; or

(-c-)

appeal a decision rendered by the agency.

(III)

An interested person is not responsible for sharing the costs of the transcription of the hearing, but may purchase a transcript.

(IV)

The parties may cross-examine witnesses presented by an interested person.

(V)

At the discretion of the ALJ an interested person may make an unsworn statement. Such statement shall not be made a part of the record.

(iii)

Hearing location. Hearings will be held at the offices of the State Office of Administrative Hearings in Austin unless the ALJ specifies another location.

(iv)

Prior testimony. Testimony and evidence presented in the hearing to determine standing have the same weight at the hearing on the merits if a tape recording or written transcript of the standing hearing is available.

(v)

Non-party witness and mileage fees.

(I)

A witness or deponent who is not a party (or an employee, agent, or representative of a party) and who is subpoenaed or otherwise compelled to attend an agency hearing or a proceeding to give a deposition, or to produce books, records, papers, accounts, documents, or other objects necessary and proper for the purposes of the hearing or proceeding may receive reimbursement for transportation and other costs at rates established by the current Appropriations Act for state employees.

(II)

The person requesting the attendance of the witness or deponent must deposit with the agency the funds estimated by the ALJ to accrue in accordance with subclause (I) of this clause when filing a motion for the issuance of a subpoena or a commission to take a deposition.

(vi)

Service. A return of service by the person who performed personal service, postal return receipt, or proof of mailing to the last known address shall be conclusive evidence of service.

This agency hereby certifies that the proposal has been reviewed by legal counsel and found to be within the agency's legal authority to adopt.

Filed with the Office of the Secretary of State, on April 10, 2000.

TRD-200002551

Susan K. Steeg

General Counsel

Texas Department of Health

Earliest possible date of adoption: May 21, 2000

For further information, please call: (512) 458-7236


Part 16. TEXAS HEALTH CARE INFORMATION COUNCIL

Chapter 1301. HEALTH CARE INFORMATION

Subchapter A. HOSPITAL DISCHARGE DATA RULES

The Texas Health Care Information Council (Council) proposes amendments to §§1301.11 - 1301.18, the repeal and new of §1301.19, and new §1301.20, concerning hospital discharge data rules. Existing §1301.19 is being repealed in order to propose a new regulation regarding a scientific review panel. The language contained in existing §1301.19 is being amended and proposed under a new §1301.20. This action is being done in order to comply with the Texas Administrative Code numbering scheme. On July 9, 1999, the Texas Health Care Information Council (Council) published notice in the Texas Register (24 TexReg 5219) of the proposed review of Title 25, Part XVI, Chapter 1301, Subchapter A as required by the General Appropriations Act, Article IX, Section 167, 75th Legislature. The Subchapter A rules are referred to herein as the Hospital Discharge Data Rules. The reasons for initially adopting the Hospital Discharge Data Rules continue to exist: The Council is required by its enabling legislation in Chapter 108 of the Health and Safety Code, specifically §108.006, to "develop a statewide health care data collection system to collect health care charges, utilization data, provider quality date, and outcome data to facilitate the promotion and accessibility of cost-effective, good quality health care."

The Council received comments on its review of the Hospital Discharge Data Rules from the Texas Hospital Association (THA).

The amendments to the Hospital Discharge Data Rules proposed hereby results from 1) the Council's analysis of THA's comments, 2) House Bill 1513 enacted by the 76th Texas Legislature, and 3) input from the Council's Health Information Systems Technical Advisory Committee (HIS TAC).

The Council proposes to remove the word "report" or "reports" and insert the word "file" or "files" respectively in the following subsections: §1301.11 (Batch, Discharge File, Discharge Report, Error, Required minimum data set, Submission and Submitter); §1301.12(a), §1301.12(b)(4)-(5), §1301.12(c) - (g); §1301.13(Section Title), (a){does not include paragraphs 1 - 4 of subsection (a)}, §1301.13(d); §1301.14(Section Title), (a), (a)(4), (b), (c){does not include paragraphs 1 - 3 of subsection (c)}; §1301.15(a)(1), (a)(2), (a)(2)(A), (a)(previously 3, changed to 4), (a)(previously 4, changed to 5); §1301.16(Section Title), (b), (b)(1), (b)(3), (c)(1), (c)(2), (e); §1301.17(previously "e," changed to "f"); §1301.18(h); §1301.20(Section Title), (a), (a)(1), (f).

The Council proposes removing the words "report" and "reports"and inserting the words "encounter data" in the following subsections: §1301.17(Section Title), (b), (c); §1301.18(e)(3), (e)(4).

The Council proposes adding the word "calendar" before the word "days" to clarify the length of time for specific events to occur in the following subsections: §1301.12(e) - (g); §1301. 13(a), (c); §1301.14(a) - (c); §1301.15(a) - (c); §1301.16(b) - (c); §1301.17(b); §1301.20(c).

The proposed amendments delete the word "admitting" and insert the word "attending" in subsections §1301.11 and 1301.17(a).

The Council proposes to define "Attending Physician," "Certification," "Discharge Encounter," "Edit," "ICD," "Provider quality data," "Research Data File," "Scientific Review Panel," "Treating Physician" and "Validation" in §1301.11. The Council proposes to remove the definition of "Geographic Identifier" because of the amendments to §108.103(c) from Section 7 of HB1513 (76th Texas Legislature). The Council proposes to remove the definitions of "Health benefit plan," and "Uniform Payer identifier" because the terms are not used in the rules. The Council assigned numbers to the definitions as required by 1 TAC §91.23. Included in the proposed amendments to §1301.11 is the modification of the definition of "Discharge" to clarify that an "inpatient" would be formally released from the hospital. The Council proposes to amend the definition of "Other health professional"by deleting "will encompass" and inserting "encompasses" in the third sentence and including nurse practitioners, and nurse midwives in the definition. These other health professionals are added to the "Other health professional" list for individuals who should be allowed to review and comment on patient data that may appear on a claim {transaction set}. The Council also proposes to amend the definition of "Physician" in §1301.11 by deleting "(Article 4495b, Vernon's Texas Civil Statutes)." The Council proposes to amend the definition "Required minimum data set" to clarify that this is a list of data elements that are required to be submitted. Complementary ANSI X12 Form 837 language is inserted for the following definitions to clarify the terms "Batch," "Discharge claim," "Discharge file," "Error," "Required minimum data set," "Submission," and "Submitter." The proposed amendments expand the definition of "Public use data file" and "Uniform physician identifier."

Complementary ANSI X12 Form 837 language is included in the following subsections: §1301.12(a) - (g); §1301.13(a); §1301.14(a) - (c); §1301.15(a); §1301.16(a), (c) - (e); §1301.17 (a), (c); §1301.18 (d), (f), (i); §1301.20 (a), (c), (e) - (f).

The Council's enabling legislation found at Chapter 108 of the Health and Safety Code directs the Council to collect and obligates hospitals to furnish to the Council data for discharged inpatients attended or treated by physicians. The Council is aware, however, that certain inpatients are attended and treated by other health professionals as defined in §1301.11. The Council believes that the costs of compliance with these sections will be reduced if hospitals are afforded the opportunity, but not obligated, to submit data for discharged inpatients who are attended or treated by other health professionals. Therefore, when these sections impose a duty to submit discharge data or establish deadlines for submitting discharge data, the duty or deadline applies solely to data relating to discharged inpatients who are attended or treated by physicians. The proposed amendments to §1301.12(a) describe the hospitals' duty to submit data for discharged inpatients who are attended and treated by physicians and afford hospitals the opportunity to report data for discharged inpatients who are attended or treated by other health professionals.

The proposed amendment to §1301.12(a) provides that claims {transaction sets} or consolidated claim {transaction sets} are to be submitted and allow hospitals the option to submit data regarding the other health professionals names and numbers on discharged inpatient claim data. New language is proposed for §1301.12(b)(3) clarifying that when an inpatient has no third party coverage and the hospital does not consolidate claims, then the hospital shall submit the claims {transaction sets} as submitted to the payer. When the hospital anticipates no payment, the hospital shall submit a separate claim {transaction set} for each unit in which the patient was served. The proposed amendment to §1301.12(b)(5) clarifies that "alcohol and substance abuse patients" are the patients covered by 42 USC 290dd-2 and 42 CFR Part 2.1. The Council proposes to amend 1301.12(c) to clarify that a letter exempting a hospital from reporting electronically will come from the executive director.

The Council proposes to amend §1301.13(b) to limit the use of 1998 discharge data to test data and for the preparation of reports to the Council members, governor and legislators. The proposed amendment to §1301.13(c) extends the maximum number of days the executive director is authorized to grant an extension to the submission deadline.

The proposed amendments to §1301.14(a)(2)(B) and §1301.14(c)(2)(B) require the use of the three character Council assigned code for the facility identifier to be included on the external identifications attached to the tape or diskettes. The proposed amendments to §1301.14(a)(2)(G) and §1301.14(c)(2)(G) insert "THCIC" before DISCHARGE DATA to clarify that the data submitted on tape, diskettes or paper is for the purpose of fulfilling the Council's mandate. The proposed amendments to §1301.14(b) remove as unnecessary the sentence "Record length is 192 characters for all records" and add the requirement that the Council furnish notifications in writing. The Council proposes to amend the first sentence of §1301.14(c)(3) by deleting the word "filing" and inserting the word "submitting" to maintain consistent language throughout this title.

The Council proposes to amend §1301.15 (a)(1) to clarify the language regarding the due date for submitting collected data when a hospital ceases to be exempt. In subparagraph §1301.15(a)(2)(A) the Council proposes to remove the assumption phrase "which will usually be daily, weekly or monthly." A new paragraph three is proposed for §1301.15(a)(3) clarifying that hospitals which have been granted authorization to submit more often than once a quarter will certify data on a quarterly basis. The proposed amendment to §1301.15(b)(1) establishes who is authorized to sign the exemption request. The proposed amendments to §1301.15(b)(3)(B) and §1301.15(b)(4)(B) provide for additional information to be used in making an appeal to the Council's Board members.

The proposed amendment to §1301.16(c)(1) adds language requiring the Council's executive director to establish policies and procedures for reviewing discharge data. The proposed amendment to §1301.16(c)(2) establishes 30 calendar days from the date of receipt of a notification of errors as the deadline for returning corrected data and clarifies that some inpatient discharge data may not be able to be corrected. This data may be marked, using the Council's data correction software, that it is as good as it can be. The proposed amendment to §1301.16(c)(3) essentially reiterates §1301.16(c)(2) and clarifies that data that has been edited, returned to hospital for certification and was not certified maybe released. The proposed amendments to §1301.16(d) provide for an annual review of the editing criteria relating to individual data elements, in conjunction with the health information systems technical advisory committee.

The proposed amendments to §1301.17(a) clarify that the Council will return data, excluding certain data elements such as uniform patient identifiers, uniform physician identifiers and other contractually prohibited data (for example the 3M APR-DRG's, severity of illness and risk of mortality scores), to hospitals for certification. Language is also added providing that the electronic data will include other reports and additional information to assist hospitals and their physicians in reviewing the data. The proposed amendments to §1301.17(b) establish the requirement of responding to the certification data and reiterate that the chief executive officer's designated agent may sign the certification form. The proposal requires the Council's executive director to determine the necessity and feasibility of data correction requests. The proposed amendment establishes deadlines for the returning of data to the Council or the Council's agent. Language is added to establish a procedure for additional discharges not previously submitted and data corrections received after the deadline and provides for corrected data received from authorized hospitals to be included in a supplemental file in conjunction with the next scheduled release of the public use data file. Data corrections received after the deadline from hospitals that have not received approval by the executive director will not be published. The Council will not include discharges in the supplemental discharge file that occurred before the quarter preceding the quarter currently being certified. The proposed amendment to §1301.17(c) clarifies ambiguities regarding the hospital discharge report certification process and establishes that the other health professionals may write comments and any errors that are brought to the attention of the chief executive officer or the officer's designee. The Council proposes a new subsection to §1301.17(d) which requires the executive director to provide to hospitals a second file containing un-edited data for the purpose of reviewing all the data elements that may be requested under §1301.18(m) of this title. The proposed amendment to §1301.17(d) to be renumbered to (e) adds language clarifying the due dates for the certification form and the end of the reporting quarter. An exemption process is proposed by which the Council may grant exemptions to hospitals from certifying data and providing that the exempted hospital's uncertified data will not be released in a public use data file. The Council proposes to renumber subsection §1301.17(e) to (f). The proposed amendment to §1301.17(f) to be renumbered to (g) provides that failing to return the certification form by the due date is punishable by civil penalty.

The proposed amendments to §1301.18(a) clarify that only the public use data file will be available at the Council for public inspection and the original discharge claims are not available. The proposed amendment to §1301.18(b) changes the number of paragraphs from four to two for the subsection because of the proposed removal of paragraphs (2) and (3). The Council proposes deleting §1301.18(b)(2) which requires the executive director to establish a process to assign geographic identifiers to the public use data file. This proposal is in response to the passage of House Bill 1513 which changed the language regarding the release of and access to a patient's ZIP code in Health and Safety Code §108.013(c)(1). The Council also proposes deleting §1301.18(b)(3) to remove the requirement to create a uniform payer identifier. The proposed amendment to §1301.18(c) provides for an annual review of the data elements to be included in the public use data file. The Council proposes a new subsection (c)(1) to §1301.18 which provides a list of the data elements that shall be released with each public use data file. The proposed amendment to §1301.18 (c)(1) renumbered to §1301.18(c)(2) removes the uniform patient identifier, county code assignment and the patient's date of birth and clarifies that the patient's name and the insured's name shall be removed from the public use data file. The Council proposes deleting the requirement to convert payer names and numbers to a uniform payer identifier and insert the requirement to attach the comments submitted by hospitals and physicians in §1301.18(c)(7). The Council proposes to amend §1301.18(c)(13) which establishes that policies and procedures are to be in place to remove uniform physician identifiers that may potentially identify physicians in certain situations. The Council is requesting comments on this paragraph. The proposed amendment to §1301.18(e) establishes a "no later than" date for release of the public use data file. The proposed amendments to §1301.18(e)(1) require the Council's executive director to develop policies and procedures for use in evaluating whether discharge encounters that have known errors and should be excluded from the public use data file. The proposed amendment to §1301.18(e)(2) establishes that discharge claims {transaction sets} that have not been submitted from one previous reporting quarter may be submitted and will be made available to the public in a supplemental file. The proposed amendments to §1301.18(e)(3) establishes data on patients discharged in1998 will be used for testing, calibrating and providing reports to Council members, governor and the legislature. The proposed amendments to §1301.18(e)(4) establish first and second quarter1999 as the first data to be released in a public use data file. The proposed amendment to §1301.18(f) capitalizes the word "state" that occurs in the first sentence. The proposed amendment to §1301.18(j) requires the Council's executive director to post a summary of requests for discharge data on the Council's Internet site and publish the list of names in the next numbered letter published after the request and when public use discharge data for a specific hospital is requested the executive director is required to notify the affected hospital. The proposed amendment to §1301.18(k) provides that the Council's executive director will attach corresponding reporting quarters' comments with the release of public use data file and research file or any report prepared by the Council. The Council proposes a new subsection §1301.18(l) that requires the Council to review of the public use data elements with the assistance of the health information systems technical advisory committee. The proposed new subsection §1301.18 (m) establishes that the Council shall establish guidelines for data security and confidentiality regarding the release of data by the Council. The Council proposes a new subsection §1301.18(n) to establish criteria for releasing data that are not required to be certified by the hospitals. These new subsections are proposed in response to the passage of HB 1513.

New §1301.19 establishes the Scientific Review Panel. The proposed subsections establish membership, meetings, guidelines for decision making and reports to the Council.

The proposed changes under old §1301.19(a)(1) new §1301.20(a)(1) provide that the Council will accept versions 006.0 and 005.0 of the HCFA UB-92 electronic file format and will follow the HCFA guidelines when only one version is acceptable to HCFA. The proposed changes to old §1301.19(a)(2) new §1301.20(a)(2) correct a misspelling in the first sentence, the latest approved version of the American National Standards Institute (ANSI) X12N form 837 from 30.70 to 40.10 and provide that the Council will follow the HCFA guidelines when only one version is acceptable to HCFA. The proposed change to old §1301.19(a)(3) new §1301.20(a)(3) emphasizes that HCFA 1450 paper versions are only acceptable when approved by the Council's executive director. The proposed change to old §1301.19(c)(4)(A) and (B) new §1301.20(c)(4)(A) and (B) adds "UB92" to clarify that the acceptable standard source of payment codes are acceptable with data submitted in the HCFA UB92 Electronic Format or HCFA 1450 paper forms and requires that secondary and tertiary non-standard source of payment codes be submitted on corresponding sequence number "22" Records. The Council recommends that data reported in HCFA UB92 Fields 4, 5, 6, 7 and 8 on the "22" Record also be filled with the same information as reported in the first "22" Record (sequence 01). The proposed change to old §1301.19(c)(4)(A)(viii) new §1301.20(c)(4)(A)(viii) capitalizes the acronym of Civilian Health and Medical Program of the Uniformed Services - CHAMPUS. The Council proposed a new subparagraph to old §1301.19(c)(4)(C) new §1301.20(c)(4)(C) that establishes acceptable claim filing indicator codes for ANSI X12N Form 837 Electronic Format. The Council proposes changes to old §1301.19(e)(12) new §1301.20(e)(12) to add "non-standard" source of payment codes to the required minimum data set. The proposed changes to old §1301.19(e)(39)-(41) new §1301.20(e)(39)-(41) clarify that either the HCFA UPIN or the State license number is required on the required minimum data set. The Council proposes changes to old §1301.19(e)(42)-(44) new §1301.20(e)(42)-(44) to clarify that the physician's name or other health professional's name should be reported as HCFA or the appropriate state licensing boards list their names. The proposed change to old §1301.19(f) new §1301.20(f) emphasizes that alcohol and substance abuse patients are the patients who are covered by 42 USC 290dd-2 and 42 CFR Part 2.1. The proposed change to old §1301.19(g) new §1301.20(g) updates the rule to a current version of the UB-92 electronic format for the data elements listed in §1301.20 (g)(1) through (13).

THA'S COMMENTS AND COUNCIL'S RESPONSES

§1301.12(b)(3)

The commenter recommended the removal of skilled nursing facility (SNF) inpatient data from the public use data file and the flagging of patients who were served in other specialty units. The Council disagrees with removing SNF inpatient data from the public use data file because these patients will also be flagged as required in §1301.18(c)(12). The relative lengths of stays for each specialty unit the patient was served in will be indicated on the public use data file with a maximum of five specialty units.

§1301.12(b)(4)

The commenter recommended an amendment to §1301.12(b)(4), to reduce the reporting requirements to the minimum data set as specified in §1301.20(e). The Council agrees that moving to a state specified data set would facilitate hospitals in reporting their inpatient data. The Council disagrees with making this amendment at this time in the final development stages of health care data collection system. The Council believes that such a change will create a burden on the hospitals to change their reporting requirements at this late date. The Council recognizes that the required data elements specified in §1301.20(e) will be the primary data elements analyzed in the public use data file, but the other data elements reported, for example; condition, value and occurrence codes have analytical and statistical value for research studies involving the payers and consumer groups. The Council will continue to look at and discuss the practicality of going to a specified data set.

§1301.13(b)

The commenter proposed limiting the data collected from calendar year 1998 for test and certification purposes. The Council agrees and proposes new language to limit the use of the 1998 data for testing purposes, to produce reports for the Council's meetings, and for reports to the governor and legislature regarding the status of the statewide health care data collection system.

§1301.13(c)

The commenter recommended an amendment to extend from ten days to thirty working days the maximum number of days that the executive director could have to grant an extension to processing due dates, stating that ten working days do not provide enough time to meet the due dates with certain situations, such as computer failures. The Council agrees that ten working days may not be adequate for certain situations, but disagrees that the maximum length of time should be thirty working days. Computer failures should have proper backup systems. The Council proposes that the executive director be authorized to grant a maximum twenty-one calendar day extension to processing due dates. The 21 day time period coincides with the maximum allowable time for corrections of the discharge encounter data that is returned for certification.

§1301.14(a)(2)

The commenter recommended that no limitations be established on the number of tapes or diskettes per submission. The Council disagrees. The Council's rule allowing submission by tapes and diskettes is intended to assist smaller hospitals. The Council expects larger hospitals to transmit transaction sets by electronic data interchange (modem) or to have a vendor do it for them. The Council strongly encourages large scale data submissions to be by modem.

§1301.15(a)(1)

The commenter recommended an increase from 30 to 90 days for hospitals that lose their reporting exemption status before the hospitals are responsible for collecting discharge data and to allow them at least 180 days to submit their first initial discharge file after the loss of their exempt status. The Council agrees with increasing the number of days to 90 calendar days between the loss of exempt status notice and the date the hospital is responsible for submitting data. The Council disagrees with establishing the number of days after notice until the first initial submission to be greater than 180 days. The Council has established rules and guidelines that closely track HCFA for reporting claims {transaction sets}. Approximately 40 percent of claims in Texas are Medicare related; thus the Council assumes that the hospital would have systems in place to submit claims to Medicare. The Council proposes to require hospitals to submit their initial discharge data claims {transaction sets} the first due date as specified in §1301.13(a) for the data collected in the reporting quarter that occurs 90 days after the date the loss of exemption is given.

§1301.15(b)(3)(B) and (b)(4)(B)

The commenter proposed language to §1301.15(b)(3)(B) and (b)(4)(B) to allow additional information to be presented during an appeal of the Council's executive directors decision, regarding exempt status of a hospital, to the Council board members. The Council agrees with the proposed language and has incorporated it in the proposed amendments.

§1301.16(b)

The commenter recommended new language for the third sentence of §1301.16(b) to increase from 10 to 14 the number of working days the hospital is allowed to correct and return data. The Council disagrees. This section deals only with improper media, physically damaged media or problems with the file structure of the submission. These are errors that would be corrected by the hospital generating and re-sending a replacement file. This would normally be done in a few days from the data used to prepare the original files, batches and claims {communications envelope and interchange envelopes, functional groups and transaction sets}.

§1301.16(c)(2)

The commenter stated that the language in §1301.16(c)(2) is confusing and proposed the following language: "Within 30 days of receiving initial notice of errors in a discharge report, the hospital shall correct all discharge files containing errors, add any discharge files determined to be missing from the initial discharge report and resubmit any or all discharge files." The Council agrees with the intent of the proposed language and has proposed language to allow a hospital to submit complete and corrected files, batches and claims {communications envelope and interchange envelopes, functional groups and transaction sets}. The proposed amendment provides several options for correcting data, including the use of the data correction software provided by the Council. The current correction pathways follow: 1) The hospital can submit claims {transaction sets} with adjustment or replacement bill type codes (e.g. XX6 (Adjustment) or XX7(Replacement Claim)). 2) The hospital can submit files, batches and all individual claims {communications envelope and interchange envelopes, functional groups and all transaction sets} for a selected time frame utilizing XX8 (Void/Cancel previous claim) and then resubmit the corrected data using original bill types. The hospital may elect to submit XX8 claims, then corrected original (XX0, XX1, XX2, XX3, XX4, or XX5) claims for only the errant claims {transaction sets}. 3) Hospitals have the option of utilizing the Council supplied data correction software to make corrections, delete errant claims {transaction sets} or mark individual claims as "accept as is"when the hospital cannot correct the claim due to circumstances in which the data cannot be obtained. 4) Hospitals that cannot submit adjustment (XX6), replacement (XX7) or Void/Cancel (XX8) claims and are not using the Council's data correction software will need to contact the Council and request to contract with the Council's agent (there is a cost to the hospital associated with this process) to have the files, batches or claims {communications envelope and interchange envelopes, functional groups and transaction sets} with errors deleted. After the errors are deleted, the correct claims can be submitted and processed. Hospitals that have numerous errors or errors on each claim {transaction set} may elect to use the latter method. Hospitals that do not delete errant claims or have claims deleted and submit corrected claims {transaction sets} with the original bill types will be marked as duplicate claims {transaction sets} and the encounter data will not be corrected, but will be processed and checked for errors. The adjustment, replacement and void/cancel claims {transaction sets} will be merged at the time the Council creates the certification files and other review files.

§1301.16(e)

The commenter recommended new language for §1301.16(e) so that hospitals would be required to correct discharge claims {transaction sets} to a substantial level of accuracy prior to the deadline for making corrections, stating concerns of possible fraud allegations. The commenter states that the hospitals must submit one response for Medicare and a different response for the Council. The Council disagrees. The commenter's recommended language is subjective and not enforceable. The Council has established its reporting requirements using the United States Department of Health and Human Service, Health Care Financing Administration's guidelines, and the data corresponds.

§1301.17(b)

The commenter suggested adding the word "substantially" prior to accurate in the first sentence of §1301.17(b). The Council disagrees with using the word "substantially" because the word is too subjective and would not be legally enforceable. The language of §1301.17(b) has been modified to state that the hospital's chief executive officer (CEO) or the designee must respond to and sign a form supplied by the Council regarding the accuracy of the data. For example, if the chief executive officer elects not to certify the encounter data because the CEO has evidence that the data does not accurately represent the inpatient data history of the hospital, then the CEO is required to indicate on the form supplied by the Council that the CEO or the CEO's designated agent do not certify the data. The CEO or the CEO's designated agent must also submit a written explanation regarding the errors and how the hospital anticipates correcting them. The form should be signed by the CEO or the CEO's designated agent and a facsimile communication delivered to the Council by the deadlines specified in §1301.17(e) of the proposed amended rules. Error corrections so noted by the hospital are then due to the Council by the deadlines specified in §1301.17(b).

§1301.17(c)

The commenter recommended an amendment of the first sentence of §1301.17(c) to include the phrase "substantially accurate." The Council disagrees. The phrase is subjective and is not legally enforceable. The language in §1301.17(c) has been modified to emphasize on the signed certification form that the data submitted to THCIC accurately represents the hospital's administrative status of discharged inpatients for the quarter. The commenter suggested that the words "admitting" and "treating" have different meanings to different hospitals. The Council agrees and has proposed an amendment deleting "admitting" and inserting "attending." Definitions for "attending physician" and "treating physician" have been added in §1301.11 of this title.

§1301.17(d)(relettered to (e))

The commenter recommended that hospitals should not be required to certify data that is more than six months old. The Council disagrees because by the time the certification is due, the data will be eight months old. The Council has proposed language to provide the Council the opportunity to exempt one or more hospitals from the requirements of certifying the data as specified in §1301.17(e). Data from hospitals that are granted an exemption from the certification process shall not be released in a public use data file.

§1301.18(e)(3)

The commenter recommended the inclusion of all 1998 discharge data as test data. The Council agrees and has proposed language to exclude the 1998 data from a public use data file. The Council will use the data to produce reports to the Council members, the governor and legislators as needed to provide information about the status and capabilities of the health care data collection system.

Old §1301.19(b)

The commenter recommended an amendment that would require the Council to publish the dates on which specifications were posted, when they would become effective, and the period of data that would be affected. The Council agrees and has included the language as proposed.

Jim Loyd, Executive Director, has determined that for the first five-year period the proposed sections are in effect, there will be no additional costs associated with administering or enforcing the sections as amended for establishing selected data elements for the public use data file or for receiving secondary and tertiary "non-standard source of payment codes." However, there is an estimated cost of reviewing and deleting data that are below the required minimum cell size criteria as established in §1301.18 and a cost for providing travel reimbursement for the Scientific Review Panel (SRP) members. The cost is anticipated to be less than $3,940 for each year of the first five years. The value is based on an estimated annual cost of $1,100 derived from an expected maximum number of 300 report pages per year with a maximum of five fields below the minimum cell size criteria; average of 10 minutes per page to review cells and a maximum of 2 minutes per cell to delete and mark reports, using $22 as the average hourly salary of Council staff members who would perform the function. An estimated cost of $1,440 for staff time to evaluate research proposals, compile make copies of proposals, and disseminate information to SRP members, then coordinate the arrangements for the SRP meetings and provide support for the meeting, are eighty person hours at an average hourly salary ($18) of the Council staff personnel involved with these duties. The yearly estimated cost of reimbursement for SRP members is anticipated to not exceed $8,400, and this amount is based on the average travel reimbursement per trip of the Council's board members ($200) times the (maximum of seven) of SRP members times an estimate six trips a year.

Mr. Loyd has also determined that for the first five-year period the proposed sections are in effect there, will be no anticipated costs to most local government affected by as a result of enforcing or administering the new amended sections. There are anticipated costs for local governments that do own hospitals or hospital districts and are required to report data to the Council. The Council anticipates that the requirement of submitting a "22" Record, Field 09 "non-standard source of payment codes" that correspond to the "30" Record, Field 04 "Standard source of payment codes" for the secondary and tertiary payers, as specified by §1301.20(c)(4), would have an initial cost and a recurring cost for each claim submitted. The initial cost is dependent upon each hospital's information systems capabilities and their staff resources. Based on previous changes to data extract systems, the anticipated maximum cost would be no more than $15,000 for some hospitals (several hospitals that are using a vendor to assist them in their data collection and submission efforts have report charges up to $10,000 for making changes to their data extract system) and there would be no additional costs for some hospitals that already submit the corresponding "22" Record information, regarding "non-standard source of payment codes." The University of Texas, M.D. Anderson Cancer Center estimated of $2,500 to make the initial change to their system. Texas State Hospitals estimates $25,000 (for 10 hospitals) to make the initial change to their systems. The University of Texas, Medical Branch Hospital at Galveston estimates no additional costs are anticipated to make the initial change to their systems. South Texas Hospital estimates $2,600 to make the initial change to their systems. Texas Center for Infectious Disease estimates no additional costs are anticipated to make the initial change to their systems. The University of Texas, Health Center in Tyler estimates no additional costs are anticipated to make the initial change to their systems. Harris County Psychiatric Hospital estimates $2,500 as the cost to make the initial change to their systems. The Council anticipates that the additional recurring costs for submitting this information would not be greater than four cents per claim for some hospitals and some hospital would have no additional recurring costs since they have already provided this information. The University of Texas, M.D. Anderson Cancer Center estimates no additional costs are anticipated for recurring costs with their system. Texas State Hospitals estimates no additional costs are anticipated for recurring costs with their systems. The University of Texas, Medical Branch Hospital at Galveston estimates no additional costs are anticipated for recurring costs with their systems. South Texas Hospital estimates no additional costs are anticipated for recurring costs with their systems. Texas Center for Infectious Disease estimates no additional costs are anticipated for recurring costs with their systems. The University of Texas, Health Center in Tyler estimates no additional costs are anticipated for recurring costs with their systems. Harris County Psychiatric Hospital estimates no additional costs are anticipated for recurring costs with their systems. There are no foreseeable fiscal implications relating to revenues of the other state or local governments as a result of enforcing or administering the other new sections.

Mr. Loyd also has determined that for each year of the first five-year period the proposed sections are in effect the public benefit anticipated will be clearly defined set of data elements to be released in the public use data file, clarified language regarding certification of data, more detailed payer source code information, and established guidelines for releasing non-certified data. Mr. Loyd estimates that there will be anticipated costs to providers as a result of enforcing or administering the new sections or to small businesses that own hospitals. The Council anticipates that the requirement of submitting a "22" Record, Field 09 "non-standard source of payment codes" that correspond to the "30" Record, Field 04 "Standard source of payment codes" for the secondary and tertiary payers, as specified by §1301.20(c)(4), would have an initial cost and a recurring cost for each claim submitted. The initial cost is dependent upon each hospital's information systems capabilities and their staff resources. Based on previous changes to data extract systems, the anticipated maximum cost would be no more than $15,000 for some hospitals (several hospitals that are using a vendor to assist them in their data collection and submission efforts have report charges up to $10,000 for making changes to their data extract system) and there would be no additional costs for some hospitals that already submit the corresponding "22" Record information, regarding "non-standard source of payment codes." The Council anticipates that the additional recurring costs for submitting this information would not be greater than 4 cents per claim for some hospitals and some hospital would have no additional recurring costs since they have already provided this information.

Comments on the proposed sections may be submitted to Jim Loyd, Executive Director, Texas Health Care Information Council, Brown-Heatly Building, 4900 North Lamar, Suite 3407, Austin, Texas 78751-2399 no later than 30 calendar days from the date that these proposed sections are published in the Texas Register .

25 TAC §§1301.11 - 1301.18

The amendments are proposed under the Health and Safety Code, §§108.006 and 108.009. The Council interprets §108.006 as authorizing it to adopt rules necessary to carry out Chapter 108, including rules concerning data dissemination requirements. The Council interprets §108.009 as authorizing the Council to adopt rules regarding the collection of data from hospitals in uniform submission formats to make the incoming data substantially valid, consistent, compatible and manageable.

The Health and Safety Code, §§108.006, 108.009, 108.010, 108.011 and 108.012 are affected by these proposed amendments and new section.

§1301.11.Definitions.

The following words and terms, when used in this chapter, shall have the following meanings, unless the context clearly indicates otherwise.

(1)

Attending Physician - The individual licensed under the Medical Practice Act (Occupations Code, Chapter 151) primarily responsible for the care of the patient from the beginning of the hospital episode. For Skilled Nursing Facility (SNF) services,(that is, swing bed), the attending physician is the individual who certifies the SNF plan of care.

(2)

[ (1) ] Batch {Functional Group} [ file ]-- A set of computer claims or {transaction sets} in a national standard format [ records ]as specified in §1301.20 [ §1301.19 ] of this title (relating to Discharge [ Reports ] Files --Records, Data Fields and Codes) which contains one or more discharge claims {transaction sets} [ files ] and other required header and trailer records. A batch {functional group} contains discharge claims {transaction sets} [ files ] for only one hospital.

(3)

Certification-- Confirmation by a hospital of the accuracy and completeness of the data set required to produce the public use data file.

(4)

[ (2) ] Charge--The amount billed by a provider for specific procedures or services provided to a patient before any adjustment for contractual allowances, government mandated fee schedules or write-offs for charity care, bad debt or administrative courtesy. The term does not include co-payments charged to health maintenance organization enrollees by providers paid by capitation or salary in a health maintenance organization.

(5)

[ (3) ] Council--The Texas Health Care Information Council.

(6)

[ (4) ] Data format- The sequence or location of data elements on a paper form or electronic record according to prescribed specifications.

(7)

[ (5) ] Discharge--The formal release of an inpatient [ a patient ] by a hospital; that is, the termination of a period of hospitalization by death or by disposition to a residence or another health care provider.

(8)

[ (6) ] Discharge Claim {transaction set} [ File ] --A set of computer data elements [ records ] as specified in §1301.20 [ §1301.19 ] of this title (relating to Discharge [ Reports ] Files --Records, Data Fields and Codes) relating to a specific patient. Except for some normal newborn infants there will be one or more discharge claims {transaction sets} [ files ] for each inpatient.

(9)

Discharge Encounter--A representation of a patient's billing information for their hospital stay from admission through discharge. This could be a single patient bill representing admission through discharge, or a consolidated bill comprised of multiple bills which could include one or more of the following bill types: "Replacement Bills", "Adjustment Bills", "Late Charges", "Zero Charge Bills" or "Interim Bills".

(10)

[ (7) ] Discharge [ report-A ] File {Communications Envelope and Interchange Envelope}-A computer file as defined in §1301.20 [ §1301.19 ] of this title (relating to Discharge [ Reports ] Files --Records, Data Fields and Codes) periodically submitted by [ on ] or on behalf of a hospital in compliance with the provisions of this chapter.

(11)

Edit--An electronic standardized process developed and implemented by the Council to identify potential errors and mistakes in data elements by reviewing data fields for the presence or absence of data and the accuracy and appropriateness of data.

(12)

[ (8) ] Electronic filing--The submission of computer records in machine readable form by modem transfer from one computer to another or by recording the records on a nine track magnetic tape, computer diskette or other magnetic media acceptable to the executive director.

(13)

[ (9) ] Error--Data submitted on a discharge file, batch, claim, {communications envelopes and interchange envelopes, functional group, or transaction set} [ report ] which are not consistent with the format and data standards contained in this section or with editing criteria established by the executive director, or the failure to submit required data.

(14)

[ (10) ] Ethnicity - The status of patients relative to Hispanic background.

(15)

[ (11) ] Executive director--The chief administrative officer of the Council, or, in the event the Council is without an executive director, the person designated by the chairperson of the Council to perform the functions and exercise the authority of the executive director.

[ (12)

Geographic identifier--A set of codes and accompanying maps prepared by the Council covering Texas and adjacent states with each code consisting of two or more zip codes, a set of codes and accompanying maps prepared by the Council covering the rest of the United States consisting of three digit zip codes, a set of codes and accompanying maps prepared by the Council covering Canada and Mexico consisting of a separate code for each state or province and a set of codes for each of the other countries. ]

[ (13)

Health benefit plan - A plan provided by a health maintenance organization or an approved nonprofit health corporation certified under the Medical Practice Act, §5.01(a) that holds a certificate of authority issued by the Commissioner of Insurance under Article 21.52F of the Insurance Code. ]

(16)

[ (14) ] Health care facility--A hospital, an ambulatory surgery center licensed under Chapter 243 of the Health and Safety Code, a chemical dependency treatment facility licensed under Chapter 464 of the Health and Safety Code, a renal dialysis center, a birthing center, a rural health clinic, or a federally qualified health center as defined by 42 United States Code, §1396(1)(2)(B).

(17)

[ (15) ] Hospital--A public, for-profit, or nonprofit institution licensed or owned by this state that is a general or special hospital, private mental hospital, chronic disease hospital, or other type of hospital.

(18)

ICD-International Classification of Disease.

(19)

[ (16) ] Inpatient--A patient, including a newborn infant, who is formally admitted to the inpatient service of a hospital and who is subsequently discharged, regardless of status or disposition. Inpatients include patients admitted to medical/surgical, intensive care, nursery, subacute, skilled nursing, long-term, psychiatric, substance abuse, physical rehabilitation and all other types of hospital units.

(20)

[ (17) ] Other exempted provider - A hospital exempt from state franchise, sales, ad valorem, or other state and local taxes that does not seek or receive reimbursement for providing health care services to patients from any source, including the patient or any person legally obligated to support the patient; a third party payer; or Medicaid, Medicare, or any other federal, state or local program for indigent health care.

(21)

[ (18) ] Other health professional--A person licensed to provide health care services other than a physician. An individual other than a physician who admits patients to hospitals or who provides diagnostic or therapeutic procedures to inpatients. The term encompasses [ will encompass ] persons licensed under various Texas practice statutes, such as psychologists, chiropractors, dentists , nurse practitioners, nurse midwives, and podiatrists who are authorized to admit or treat patients.

(22)

[ (19) ] Patient control number--A number assigned to each patient by the hospital which appears on each computer record in a patient discharge claim {transaction set} [ file ]. This number is not consistent for a given patient from one hospital to the next, or from one admission to the next in the same hospital. The Council deletes or encrypts this number to protect patient confidentiality prior to release of data.

(23)

[ (20) ] Physician--An individual licensed under the laws of this state to practice medicine under the Medical Practice Act [ (Article 4495b, Vernon's Texas Civil Statutes) ].

(24)

[ (21) ] Provider--A physician or health care facility.

(25)

Provider quality data --A report or reports regarding providers created from data collected by the Council or obtained from other resources.

(26)

[ (22) ] Public use data file--A data file composed of discharge [ files ] encounters that have been edited, and verified for accuracy and consistency. This file shall be appended with risk and severity adjustment scores and [ which have been ] altered by [ the ] deletion, encryption or other modification of data fields to protect patient and physician confidentiality and to satisfy other restrictions on the release of hospital discharge data imposed by statute.

(27)

[ (23) ] Race--A division of patients according to traits that are transmissible by descent and sufficient to characterize them as distinctly human types. Hospitals shall report this data element according to the following racial types: American Indian, Eskimo, or Aleut; Asian or Pacific Islander; Black; White; or Other.

(28)

Research data file--A data file that includes the public use data elements and additional data elements collected by providers. The research data file shall not include any patient or physician identifying information (e.g., Last Name, First Name, Middle Initial, Patient Address, Date of Birth, and Social Security Number, Claim Certificate Identification Number). The additional data elements shall include but is not limited to all uniform patient and physician identifiers, revenue codes, revenue code charges, actual dates of service, occurrence codes, occurrence dates, value codes and revenue code. These additional data elements are subject to release to a requestor who complies with the requirements specified in §1301.18(n) of this title (relating to Hospital Discharge Data Release).

(29)

[ (24) ] Required minimum data set--The list of data elements which hospitals are required to submit in a discharge claim {transaction set} [ file ] for each inpatient discharged from a service unit within the hospital when the hospital anticipates no payment or bill will be created, regardless of whether [ or not ] the hospital would have prepared a claim {transaction set} [ bill ] for the inpatient. The required minimum data set is specified in §1301.20(e) [ §1301.19(d) ] of this title (relating to Discharge [ Reports ] Files --Records, Data Fields and Codes).

(30)

[ (25) ] Risk adjustment - A statistical method to account for a patient's severity of illness at the time of admission and the likelihood of development of a disease or outcome, prior to any medical intervention.

(31)

[ (26) ] Rural provider - A health care facility located in a county with a population of not more than 35,000 as of July 1 of the most recent year according to the most recent United States Bureau of the Census estimate; or located in a county with a population of more than 35,000 but with 100 or fewer licensed hospital beds and not located in an area that is delineated as an urbanized area by the United States Bureau of the Census[ ; ] and is not state owned, or not managed or directly or indirectly owned by an individual, association, partnership, corporation, or other legal entity that owns or manages one or more other hospitals. A health care facility is not a rural provider if an individual or legal entity that manages or owns one or more other hospitals owns or controls more than 50% of the voting rights with respect to the governance of the facility.

(32)

Scientific Review Panel - Council appointees who have experience and expertise in ethics, patient confidentiality, and health care data who review and approve or disapprove requests for information other than the public use data file.

(33)

[ (27) ] Severity adjustment - A method to stratify patient groups by degrees of illness and mortality.

(34)

[ (28) ] Submission-- The transfer of a [ A ] set of computer records (discharge file, {Communications Envelope and Interchange Envelope}, batch {functional group} and claims {transaction sets}) as specified in §1301.20 [ §1301.19 ] of this title (relating to Discharge [ Reports ] Files --Records, Data Fields and Codes) that constitutes the discharge file {communications envelopes and interchange envelopes} [ report ] for one or more hospitals.

(35)

[ (29) ] Submitter-- A hospital or [ The ] the person who or organization which physically prepares discharge [ reports ] files {communications envelopes and interchange envelopes} for one or more hospitals and submits them to the Council. A submitter may be a hospital or an agent designated by a hospital or its owner.

(36)

Treating Physician -The person licensed under the Medical Practice Act who has treated the patient or who has consulted on the patient's case. The term includes any physician listed on the claim {transaction set} other than the attending physician.

(37)

[ (30) ] Uniform facility identifier--A unique number assigned by the Council to each health care facility in the state. For hospitals this will be the hospital's state license number. When [ Where ] a hospital operates multiple facilities under one license number, the Council will assign a suffix for each separate facility. The relationship between facility identifier and the name, license number, and assigned suffix of the facility is public information.

(38)

[ (31) ] Uniform other health professional identifier--A unique number assigned by the Council to an individual other health professional who is reported as attending [ admitting ] or treating a hospital inpatient, and composed of numeric, alpha, or alphanumeric characters, which remains constant across hospitals. The relationship of the identifier to the health professional-specific data elements used to assign it is confidential.

(39)

[ (32) ] Uniform patient identifier - A unique number assigned by the Council to an individual patient and composed of numeric, alpha, or alphanumeric characters, which remains constant across hospitals and inpatient admissions. The relationship of the identifier to the patient-specific data elements used to assign it is confidential.

[ (33)

Uniform payer identifier--A unique number assigned by the Council to every third party payer of UB-92 bills. Whenever possible the Council will use established numbering systems such as that maintained by the National Association of Insurance Commissioners. The relationship between payer identifier and the name of the payer is public information. ]

(40)

[ (34) ] Uniform physician identifier--A unique number assigned by the Council to any physician or other health professional who is reported as attending [ admitting ] or treating a hospital inpatient which remains constant across hospitals. The relationship of the identifier to the physician-specific data elements used to assign it is confidential.

(41)

Validation--The process by which a provider verifies the accuracy and completeness of data and corrects any errors identified before certification.

§1301.12.Collection of Hospital Discharge Data.

(a)

All hospitals in operation for all or any part of the reporting periods described in §1301.13 of this title (relating to Schedule for Submitting [ Filing ] Discharge Files [ Reports ]) shall submit claims {transaction sets} or a consolidated claim {transaction set} on [ discharge files on ] all discharged inpatients attended or treated by physicians to the Council. Hospitals may submit claims {transaction sets} or a consolidated claim {transaction set} on all discharged inpatients treated by other health professionals to the Council. Hospitals owned by the federal government and hospitals exempted as rural providers may submit hospital discharge claims {transaction sets} [ files ].

(b)

All inpatient discharges shall be reported. Except as noted in paragraphs (1) - (5) of this subsection, one or more discharge claims {transaction sets} [ files ] shall be submitted for each patient for each discharge covering all services and charges from admission through discharge.

(1)

Separate discharge claims {transaction sets} [ files ] shall normally be submitted for mothers and newborns. Hospitals are not required to create a separate discharge file for a normal newborn infant if the delivery is covered by a third party payer and the third party payer does not require separate claims {transaction sets} [ bills ] for the mother and the infant. For any birth where there is no third party coverage, separate discharge claims {transaction sets} [ files ] are required for the mother and the infant.

(2)

Hospitals shall either submit separate discharge claims {transaction sets} [ files ] corresponding to each interim, revised, or final claim {transaction set} [ bills ] or submit a single consolidated final claim {transaction set} [ bill ] for each discharged patient.

(3)

Where an inpatient [ a patient ] has been served in multiple units of a hospital (e.g., acute care, skilled nursing care, comprehensive medical rehabilitation, substance abuse) during a single continuous stay, some third party payers require that separate bills be prepared for services in acute and sub-acute units while others do not. Where a patient has third party coverage, the discharge claims [ files ] submitted by the hospital shall correspond to the bills submitted to the payer. Where a patient has no third party coverage, and the hospital is not submitting a consolidated claim {transaction set} as authorized in paragraph (4) of this subsection, the discharge claims {transaction sets} submitted by the hospital shall correspond to the claims {transaction sets} submitted to the payer. Where a patient has no third party coverage and the hospital does not anticipate payment to be received , the hospital shall submit a separate discharge claim {transaction set} [ file ] for each unit.

(4)

For all discharged inpatients [ patients ] for which the hospital prepares one or more claims {transaction sets} [ bills ] for inpatient services, the hospital shall submit a discharge claim {transaction set} [ file ] corresponding to each bill containing the required data elements [ required by ] specified by §1301.20 [ §1301.19 ] of this title (relating to Discharge [ Reports ] Files --Records, Data Fields and Codes) and all other data elements included on the bill whether included because of the requirements of third party payers or because of hospital policy. For all patients for whom [ which ] the hospital does not prepare a claim {transaction set} [ bill ] for inpatient services, the hospital shall submit a discharge claim {transaction set} [ file ] containing the required minimum data set.

(5)

For all alcohol and substance abuse patients who [ that ] are covered by 42 USC 290dd-2 and 42 CFR Part 2.1, a hospital shall submit a discharge claim {transaction set} [ bill ] containing the data elements required by §1301.20 [ §1301.19 ] of this title (relating to Discharge [ Reports ] Files --Records, Data Fields and Codes) and all other data elements included on the bill, whether included because of the requirements of third party payers or because of hospital policy. The hospital shall replace the patient identifying information with the default values specified in §1301.20(f) [ §1301.19(f) ] of this title (relating to Discharge [ Reports ] Files --Records, Data Fields and Codes) or submit the patient identifying information if release of patient identifying information is authorized in writing by the patient or patient's guardian.

(c)

All hospitals shall submit [ file ] discharge files {communications envelopes and interchange envelopes} by electronic submission [ reports by electronic filing ] unless the hospital receives an exemption letter from the executive director [ Council ].

(d)

All hospitals shall submit discharge claims {transaction sets}, batches {functional groups) and discharge files {communications envelopes and interchange envelopes} [ files and discharge reports ] in the format specified in §1301.20 [ §1301.19 ] of this title (relating to Discharge [ Reports ] Files --Records, Data Fields and Codes).

(e)

Hospitals shall submit discharge files {communications envelopes and interchange envelopes} , [ reports ] data certifications, exemption requests and other required information to the Council or its agents at physical or telephonic addresses specified by the executive director. The executive director shall notify all hospitals and submitters in writing and by publication in the Texas Register at least 30 calendar days before any change in the addresses.

(f)

Hospitals may submit discharge files {communications envelopes and interchange envelopes} , [ reports ] or may designate an agent to submit the files {communications envelopes and interchange envelopes} [ reports ]. If a hospital designates an agent, it shall inform the Council of the designation in writing at least 30 calendar days prior to the agent's submission of any discharge file {communications envelopes and interchange envelopes} [ report ]. The hospital shall inform the Council in writing at least 30 calendar days prior to changing agents or making the submissions itself. Designation of an agent does not relieve the hospital of responsibility for compliance with this chapter or other related law.

(g)

If requested by the Council, a hospital shall provide the executive director or the director's agent, the Texas Department of Health, access to, copies of and/or information from the hospital documents and records underlying and documenting the discharge file {communications envelopes and interchange envelopes} [ reports ] submitted, as well as other patient related documentation deemed necessary to audit hospital data to verify its accuracy and reliability. Each request from the Council shall detail the reasons for such request, provide the hospital with at least 14 calendar days advance notice, and ensure that confidentiality of patient records is maintained.

§1301.13.Schedule for Submitting [ Filing ] Discharge Files [ Reports ].

(a)

For discharges occurring on or after January 1, 1998, hospitals shall submit [ file ] discharge reports files {communications envelopes and interchange envelopes} according to the following schedule as shown in paragraphs (1)-(4) of this subsection unless a hospital has received an exemption letter from the Council.

(1)

Each discharge claim {transaction set} [ report ] covering inpatient discharges occurring between January 1 and March 31, inclusive, shall be submitted no later than June 1 of the calendar year in which the discharge occurred.

(2)

Each discharge claim {transaction set} [ report ] covering inpatient discharges occurring between April 1 and June 30, inclusive, shall be submitted no later than September 1, of the calendar year in which the discharge occurred.

(3)

Each discharge claim {transaction set} [ report ] covering inpatient discharges occurring between July 1 and September 30, inclusive, shall be submitted no later than December 1 of the calendar year in which the discharge occurred.

(4)

Each discharge claim {transaction set} [ report ] covering inpatient discharges occurring between October 1 and December 31, inclusive, shall be submitted no later than March 1 of the year following the year in which the discharge occurred.

(b)

[ On or before May 31, 1998, hospitals shall submit a discharge report drawn from inpatient ] Inpatient [ discharges ] discharge claims occurring between January 1, 1998, and December [ March ] 31, 1998, inclusive[ . This discharge report ] shall be used for test [ and certification ] purposes [ only ] and for reporting . [ The discharge report may include all discharges for the quarter, but the hospital is only required to submit discharge files covering discharges for any consecutive 30 days of the quarter. ] The Council intends to use this data to produce reports for Council meetings and the governor and legislature regarding the status of the health care data collection system. Data released in these reports will have no uniform patient identifiers, uniform physician identifiers or facility identifiers. These reports shall not be considered as the "report' described in the Texas Health and Safety Code, §108.011(f).

(c)

Extensions to processing due dates may be granted by the executive director for a maximum of 21 calendar [ ten working ] days in response to a written request signed by the hospital's chief executive officer or chief executive officer's designated agent . Requests must be in writing, must be received at least five working days prior to the due date and must be accompanied by adequate justification for the delay.

(d)

Failure to submit [ file ] a discharge file [ report ] on or before the due date without an extension, is punishable by a civil penalty pursuant to Health and Safety Code, §108.014.

§1301.14.Instructions for Submitting [ Filing ] Discharge Files [ Reports ].

(a)

Magnetic Media. A discharge file [ report ] may be filed on computer diskettes, nine track tapes or other magnetic media approved by the executive director. All discharges shall be reported using the same file and record formats specified in §1301.20 [ §1301.19 ] of this title (relating to Discharge [ Reports ] Files --Records, Data Fields and Codes) regardless of medium.

(1)

Media specifications are:

(A)

Diskette: MS-DOS formatted; PC Text file (ASCII); Record length = 192 characters, fixed; 3.5 inch diskette, 1.4 megabyte, high density.

(B)

Nine track tape: Density = 1600 or 6250 BPI, nine track; Collating sequence = EBCDIC; Record length = 192 characters, fixed; Blocking = blocked (170 records per block recommended; 40 records per block minimum); Labeling = IBM standard or facsimile.

(C)

Other magnetic media: Discharge files [ reports ] may be filed on other magnetic media only with the prior written approval of the executive director. The executive director will not normally approve any medium which the Council is not currently equipped to read.

(2)

Hospitals shall submit no more than one tape or two diskettes per submission, with the following external identification affixed as listed in subparagraphs (A)-(G) of this paragraph:

(A)

hospital name;

(B)

facility identifier (THCIC Code) ;

(C)

reporting period for discharges;

(D)

number of records by record type;

(E)

tape density: 1600/6250 BPI (if applicable);

(F)

collating sequence for tapes (if applicable);

(G)

the description: " THCIC DISCHARGE DATA."

(3)

Data for more than one hospital may be submitted on a single tape if the submitter provides external identification items (A) through (D) for each hospital.

(4)

In addition to the provisions of this section, the Council shall document instructions for submitting [ filing ] discharge files {communications envelopes and interchange envelopes} [ reports ] on magnetic media and shall make this documentation available to hospitals at no charge and to the public for the cost of reproduction. The Council shall notify hospitals or their designated agents directly in writing at least 90 calendar days in advance of any change in instructions for filing discharge files {communications envelopes and interchange envelopes} [ reports ] on magnetic media. The Council's instructions shall follow Department of Information Resources standards for magnetic media established under 1 TAC Chapter 201.

(b)

Electronic Data Interchange. Discharge files [ reports ] may be submitted [ filed ] by modem using electronic data interchange (EDI). All discharges shall be reported using the same file {communications envelope and interchange envelope} , batch {functional group} and claim {transaction set} record formats or loops, segments and data elements specified in §1301.20 [ §1301.19 ] of this title (relating to Discharge [ Reports ] Files --Records, Data Fields and Codes) regardless of the medium of transmission, unless the hospital has obtained an exemption authorized by §1301.15 of this title (relating to Exemptions from Submitting [ Filing ]). [ Record length is 192 characters for all records. ] The Council shall document instructions for submitting [ filing ] discharge files {communications envelopes and interchange envelopes} [ reports ] by EDI and shall make this documentation available to hospitals at no charge and to the public for the cost of reproduction. The Council shall notify hospitals and their designated agents directly in writing at least 90 calendar days in advance of any change in instructions for filing discharge files {communications envelopes and interchange envelopes} [ reports ] by EDI. The Council's instructions shall follow Department of Information Resources standards for EDI.

(c)

Paper Forms. Only hospitals granted an exemption from electronic submitting [ filing ] of discharge files [ reports ] may submit [ file ] discharge claims {transaction sets} [ reports ] using paper UB-92 billing forms. Hospitals using paper forms are required to provide all data elements specified in §1301.20 [ §1301.19 ] of this title (relating to Discharge [ Reports ] Files --Records, Data Fields and Codes). Hospitals receiving approval to submit paper claims shall make requests to continue submitting paper claims each year between June 1 through June 14.

(1)

All UB-92 forms filed shall be on the form currently approved by the federal Health Care Finance Administration. Photocopies are not acceptable.

(2)

Hospitals shall submit no more than one batch of paper forms per submission, with the following external identification affixed as listed in subparagraphs (A)-(E) of this paragraph:

(A)

hospital name;

(B)

facility identifier; (THCIC Code);

(C)

reporting period for discharges;

(D)

number of forms; and

(E)

the description: "THCIC DISCHARGE DATA."

(3)

In addition to the provisions of this section, the Council shall document instructions for submitting [ filing ] paper UB-92 forms and shall make this documentation available to hospitals at no charge and to the public for the cost of reproduction. The Council shall notify hospitals or their designated agents at least 90 calendar days in advance of any change in instructions for filing paper forms.

§1301.15.Exemptions from Submitting [ Filing ] Requirements.

(a)

Types of Exemptions.

(1)

Exemption as a rural provider or other exempted provider. All hospitals except those owned by the federal government shall submit discharge files {communications envelopes and interchange envelopes} [ reports ] to the Council unless the Council determines that the hospital is a rural provider or other exempted provider. The executive director shall make a determination of which hospitals are entitled to this exemption at least annually and shall notify qualifying hospitals by publication in the Texas Register and by regular United States mail. Hospitals which are not initially given an exemption may apply for an exemption. This exemption, if granted, may be revoked by the Council should the hospital cease to meet the criteria for exemption based upon the most current data issued by the United States Bureau of the Census or changes in hospital ownership or management relationships. Hospitals that cease to be exempted as rural providers or as other exempted providers shall be responsible for submitting discharge claims {transaction sets} [ files ] on all discharges that occur 90 calendar [ 30 ] days after loss of the exemption. The initial discharge file {communications envelope and interchange envelope} [ report ] shall not be due until the deadline as specified in §1301.13(a) of this title (relating to Schedule for Submitting Discharge Files), for discharge data collected 90 calendar days after notice is given. Subsequent discharge files {communications envelopes and interchange envelopes} [ reports ] are due as specified in §1301.13(a) of this title (relating to Schedule for Submitting [ Filing ] Discharge Files [ Reports ]).

(2)

Exemptions from Quarterly Submission [ Filing ] of Discharge Files [ Reports ]. Hospitals that wish to submit discharge files {communications envelopes and interchange envelopes} [ reports ] to the Council more often than quarterly may do so by requesting an exemption to the standard submission schedule. The Council may also issue general exemptions based on the processing arrangements for data collection. Exemption requests meeting the following criteria as shown in subparagraphs (A)-(D) of this paragraph will normally be approved.

(A)

The exemption request includes the specific schedule on which the hospital will make its discharge files {communications envelopes and interchange envelopes} [ reports which will usually be daily, weekly or monthly ].

(B)

The exemption request states the medium in which submissions will be made.

(C)

The exemption request will not result in data on any discharge being submitted to the Council at a later date than it would have been if the standard schedule had been followed.

(D)

The hospital agrees to adhere to the schedule specified in the exemption request until the hospital notifies the executive director in writing that it wishes to end the exemption and report according to the standard schedule, or until a new exemption letter is issued.

(3)

Hospitals that are approved for submitting discharge files {communications envelopes and interchange envelopes} more often than quarterly shall certify data as specified in §1301.17 of this title (relating to Certification of Discharge Data).

(4)

[ (3) ] Exemption from Electronic Submission [ Filing ] of Discharge Files [ Reports ]. The Council will grant exemptions from electronic filing of discharge claims {transaction sets} [ reports ] only when a hospital can demonstrate that it lacks electronic data processing capacity. If granted, the exemption is valid for one year and must be renewed annually [ by the hospital ]. The exemption from electronic filing of discharge claims {transaction sets} [ reports ] does not change the data the hospital is required to submit [ file ] on each discharge as specified in §1301.20 [ §1301.19 ] of this title (relating to Discharge [ Reports ] Files --Records, Data Fields and Codes), nor the schedule for submission specified in §1301.14 of this title (relating to Instructions for Submitting [ Filing ] Discharge Files [ Reports ]). Exemptions from electronic reporting to the Council will not normally be granted unless the hospital shows that it does not currently electronically submit [ file ] UB-92 [ bills ] claims {transaction sets} [ with ] to any payer, or has not done so in the last 12 months prior to the request for exemption.

(5)

[ (4) ] Exemption from electronic filing in standard formats. Exemptions from electronic filing of discharge files {communications envelopes and interchange envelopes} [ reports ] in the standard formats specified in §1301.20 [ §1301.19 ] of this title (relating to Discharge [ Reports ] Files --Records, Data Fields and Codes) shall be granted to hospitals that demonstrate that alternative formats are universally accepted by payers and other entities to whom hospitals are required by law or contract to furnish hospital discharge data for complementary purposes. The exemption from electronic filing of discharge files {communications envelopes and interchange envelopes} [ reports ] in the standard formats does not change the data elements the hospital is required to submit [ file ] on each discharge as specified in §1301.20 [ §1301.19 ] of this title (relating to Discharge [ Reports ] Files --Records, Data Fields and Codes), or the schedule for submission specified in §1301.14 of this title (relating to Instructions for Submitting [ Filing ] Discharge Files [ Reports ]).

(b)

Requests for exemptions shall be submitted and processed using the following procedures as shown in paragraphs (1)-(4) of this subsection.

(1)

A hospital requesting an exemption shall submit to the executive director a letter requesting the exemption and providing all information necessary to establish the hospital's entitlement to the exemption. The exemption request shall be signed by the hospital's chief executive officer or the chief executive officer's designated agent [ of the hospital who shall certify ] certifying that all information contained in the request is true and correct.

(2)

The executive director shall review the request for exemption. The executive director may request additional information from the hospital relevant to the exemption request. Within 30 calendar days of receipt of a request, the executive director shall issue a letter granting or denying the exemption. If denied, the letter shall state in detail the reasons for the denial. The executive director shall notify Council members of exemptions requested and the disposition of these requests for information only.

(3)

If the executive director denies an exemption request the hospital may:

(A)

resubmit the request along with any additional information or analysis the hospital deems relevant to the executive director. The resubmission shall be considered in the same manner as an initial submission; or

(B)

appeal the executive director's decision to the Council. The hospital may make an appeal directly to the Council. In making its determination, the Council will consider any information and analysis provided by the hospital and the executive director [ only those facts and issues which have been previously presented to the executive director ]. The Council will decide exemption appeals by majority vote of members present.

(4)

The executive director may revoke any type of exemption if facts indicate that a hospital no longer meets the criteria required for an exemption. The executive director shall give the hospital written notice of the revocation at least 30 calendar days prior to the effective date of the revocation. The notice shall include a detailed statement of the facts on which the revocation is based. A hospital may challenge the revocation of its exemption by:

(A)

requesting the executive director to reconsider the revocation by submitting any information or analysis the hospital deems relevant to the executive director in writing at least ten calendar days prior to the effective date of the revocation; and

(B)

by appealing to the Council if the executive director does not grant the request for reconsideration. In making its determination, the Council will consider any information and analysis provided by the hospital and the executive director [ only those facts and issues which have been previously presented to the executive director ]. The Council will decide exemption appeals by majority vote of members present.

(c)

Reporting loss of exemptions. Hospitals shall notify the executive director in writing within 30 calendar days of their loss of an entitlement to an exemption authorized by subsection (a) of this section.

§1301.16.Acceptance of Discharge Files [ Reports ] and Correction of Errors.

(a)

To verify the accuracy of all discharge claims {transaction sets} [ files ] prior to public release, the executive director shall establish procedures for the review of all discharge claims {transaction sets} [ reports ] to determine whether the discharge claims {transaction sets} are [ report is ] acceptable, as required by Health and Safety Code, §108.011.

(b)

Upon receipt of a discharge file , [ report ] the executive director shall determine if it satisfies minimum criteria for processing. If it does not, the executive director shall return the discharge file [ report ] in the same submission format and media that is approved for that provider and state the deficiencies in writing within ten calendar days of receipt. The hospital shall resubmit the file [ report ] within ten calendar days of notification by the executive director. A discharge file [ report ] does not meet minimum standards for processing under the following circumstances as shown in paragraphs (1)-(3) of this subsection.

(1)

The physical media and labeling do not conform to the specifications in §1301.14 of this title (relating to Instructions for [ Filing ] Submitting Discharge [ Reports ] Files ).

(2)

The physical media are unreadable due to physical damage.

(3)

The file structure does not conform to the specifications in §1301.20 [ §1301.19 ] of this title (relating to Discharge [ Reports ] Files --Records, Data Fields and Codes), unless the hospital has received a letter from the Council authorizing filing in another format.

(c)

Correction of Errors.

(1)

The executive director shall establish policies and procedures to review all discharge files, batches and claims {communications envelope and interchange envelopes, functional groups and transaction sets} [ reports ] accepted for processing and will process all discharge files , batches and claims {communications envelope and interchange envelopes, functional groups and transaction sets} against the editing criteria established by this section and by the executive director. Within 30 calendar days of receipt of an accepted discharge file, batches and claims {communications envelope and interchange envelopes, functional groups and transaction sets}, [ report ] the executive director shall notify the hospital in detail of all errors detected in the discharge files, batches and claims {communications envelope and interchange envelopes, functional groups and transaction sets} [ report ].

(2)

Within 30 calendar days of receiving the initial notice of errors [ in a discharge report ], the hospital shall correct all discharge files , batches and claims {communications envelope and interchange envelopes, functional groups and transaction sets} containing errors, add any discharge files , batches and claims {communications envelope and interchange envelopes, functional groups and transaction sets} determined to be missing from the initial discharge file, {communications envelope and interchange envelopes} [ report ] and submit [ resubmit ] the corrected and previously missing discharge files , batches and claims {communications envelope and interchange envelopes, functional groups and transaction sets} . If the hospital disagrees with any identified error or has no way to correct the identified error (e.g. the street address and ZIP code recorded were not valid or identifiable and the patient died before the information could be obtained) , the hospital shall submit written justification of the correctness or completeness of its data or indicate that the claim {transaction set} data cannot be corrected. (The claim {transaction set} is as good as it can be) . Each hospital shall submit such modified and/or additional discharge claims {transaction sets} [ files ] as may be required to allow the chief executive officer or the chief executive officer's designated agent to certify the discharge report as required by §1301.17 of this title (relating to Certification of Discharge Files [ Reports ]). Corrections to a discharge claim {transaction set} [ report ] shall be submitted in the same medium and format as the original discharge claim {transaction set} [ report ] unless the executive director approves another medium.

(3)

Within ten calendar days of receiving corrections to a discharge claim {transaction set} [ report ] from a hospital, the executive director shall notify the hospital of any remaining errors. The hospital shall have ten calendar days from the date [ receipt ] of this notice (notification starts for each hospital when the "notice of errors" is sent to the hospital) to correct the errors noted or submit a written explanation of why the data should be deemed correct and complete. This process shall be repeated until the executive director is satisfied that the data submitted by the hospital is substantially accurate[ and until the hospital is able to certify the discharge report as required by §1301.17 of this title (relating to Certification of Discharge Reports) ]. Discharge data that has been edited, returned to hospital and is not certified may be released and published in the public use data file as specified §1301.18(e) of this title (relating to Hospital Discharge Data Release).

(d)

The executive director will document and the Council will approve all acceptance and editing criteria utilized in reviewing discharge [ reports ] claims {transaction sets}. The editing criteria shall be reviewed on an annual basis by the Council with the assistance of the advisory committee described in Health and Safety Code, §108.003(g)(5). If acceptance and editing criteria are incorporated into computer software, and if the software is the property of the Council, the executive director will make copies of the portions of the software containing the criteria available on paper or magnetic media. The executive director shall make this information available to submitters without charge and to others for the cost of reproduction.

(e)

Failure to correct a discharge claim {transaction set} [ report ] which has been [ filed ] submitted but contains errors or omissions within the due dates in §1301.13 of this title (relating to Schedule for [ Filing ] Submitting Discharge [ Reports ] Files ) is punishable by a civil penalty pursuant to Health and Safety Code, §108.014.

§1301.17.Certification of Discharge Encounter Data [ Reports ].

(a)

Within four months [ 120 days ] after the last day [ end ] of each reporting quarter the executive director shall compile one or more [ an ] electronic data files [ file ] for each reporting hospital using all discharge claims {transaction sets} [ files ] received from the [ each ] hospital. The file shall have one discharge encounter [ record ] for each patient discharged during the reporting quarter and one discharge encounter [ record ] for any patient discharged during one [ a ] previous reporting quarter for whom additional discharge claims {transaction sets} [ files ] have been received and one discharge encounter for corrected claim data on any patients discharged and received from hospitals authorized in accordance with subsection (b) of this section . These files [ This file ] will include [ all ] data submitted by the hospital which the executive director intends to use in the creation of the public use data file and supplemental file excluding the uniform patient identifiers, uniform physician identifiers and data that are calculated or processed and cannot be released due to contractual obligations . The electronic data [ file will ] files, including reports and any additional information returned to the hospital, allows the hospital to provide physicians and other health professionals the opportunity to review, request correction of, and comment on the data [ records ] of discharged patients for whom they are shown as attending [ admitting ] or treating. The executive director shall determine the format and medium in which the quarterly discharge file (communication's envelope and interchange envelopes) or reports or any additional information is [ file will be ] delivered to hospitals.

(b)

The chief executive officer of each hospital shall respond to statements on the form, sign and return the certification form corresponding to [ certify that ] the discharge encounter data [ report ] for each quarter [ is accurate ] using forms supplied by the Council. The certification form may be signed by a person designated by the chief executive officer and acting as the officer's agent. Designation of an agent does not relieve the chief executive officer of personal responsibility for the certification. If the chief executive officer or chief executive officer's designated agent does not believe the quarterly certification file or files is or are accurate, the officer shall provide the executive director with detailed comments and [ data ] provide a written request (on a form supplied by the Council) to correct data. The executive director shall establish policies and procedures to determine the necessity and feasibility of the change request and respond in writing within 7 calendar days of the receipt of the request. Pending approval, the executive director shall have policies and procedures established to receive data or information necessary to correct any inaccuracy and certify the file subject to those corrections being made. Corrected data shall be submitted on or prior to six months and 21 calendar days (Quarter 1 - October 21; Quarter 2 - January 21; Quarter 3 - April 21; Quarter 4 - July 21) after the last day of each reporting quarter and shall be included in the public use data file and research data files as specified in §1301.18 of this title (relating to Hospital Discharge Data Release). Additional discharge claims {transaction sets} submitted after six months and 21 calendar days from the end of the reporting quarter shall be placed in a supplemental file and published with the next quarter's public use data file. Corrected claims {transaction sets} received after six months and 21 calendar days after the last day of the reporting quarter from hospitals which have received approval from the executive director to submit corrected claims, as specified in this subsection shall certify the corrected data in conjunction with the following quarter's certification file. Corrected claims {transaction sets} received after six months and 21 calendar days after the last day of the reporting quarter from hospitals which have not received approval from the executive director to submit corrected claims, as specified in this subsection, shall not be published in the next published public use data file. Additional claims {transaction sets} (not previously submitted) from one quarter prior to the current quarter that is being certified and that is received on or before the deadline for submitting corrected data for inclusion in the next public use data file, as specified in this subsection shall be published in a supplemental file that is released in conjunction with the public use data file.

(c)

The signed certification form shall represent that : [ a complete review of hospital records was accomplished to ]

(1)

policies and procedures are in place within the hospital's processes to validate and assure the accuracy of the discharge encounter data [ report ] and any corrections submitted ; [ , that ]

(2)

all errors and omissions known to the hospital have been corrected ; [ , and that ]

(3)

to the best of their knowledge and belief, the data submitted accurately represents the hospital's administrative status of discharged patients for the reporting quarter; [ is accurate and complete. The certification shall also represent that ] and

(4)

the hospital has provided physicians and other health professionals [ on its medical staff ]a reasonable opportunity to review and comment on the discharge data of patients [ files ] for which they were the [ admitting ] attending (as recorded in Record 80 Field 5 (Attending Physician Identifier) and Field 9 (Attending Physician Name), {(Identification Code Qualifier) Level - Detail, Position - 250, Loop - 2310A , Segment ID - NM108, Data Element -66 and (Identification code (number)) Level - Detail, Position - 250, Loop - 2310A , Segment ID - NM109, Data Element -67 and (Last name) Level - Detail, Position - 250, Loop - 2310A , (Last name) Segment ID - NM103, Data Element -1035 and (First name) Level - Detail, Position - 250, Loop - 2310A , Segment ID - NM104, Data Element -1036 and (Middle name) Level - Detail, Position - 250, Loop - 2310A , Segment ID - NM105, Data Element -1037} ) or treating (as recorded in Record 80 Field 6 (Operating or Other Physician Identifier) and Field 10 (Operating or Other Physician Name), {(Identification Code Qualifier) Level - Detail, Position - 250, Loop - 2310B , Segment ID - NM108, Data Element -66 and (Identification code (number)) Level - Detail, Position - 250, Loop - 2310B , Segment ID - NM109, Data Element -67 and (Last name) Level - Detail, Position - 250, Loop - 2310B , (Last name) Segment ID - NM103, Data Element -1035 and (First name) Level - Detail, Position - 250, Loop - 2310B , Segment ID - NM104, Data Element -1036 and (Middle name) Level - Detail, Position - 250, Loop - 2310B , Segment ID - NM105, Data Element -1037} or as recorded in Record 80 Field 7 or 8 (Other Physician Identifier) and Field 11 or 12 (Other Physician Name), {(Other Physician Identification Code Qualifier) Level - Detail, Position - 250, Loop - 2310C , Segment ID - NM108, Data Element -66 and {Other Physician Identification code (number)) Level - Detail, Position - 250, Loop - 2310C , Segment ID - NM109, Data Element -67 and (Last name) Level - Detail, Position - 250, Loop - 2310C , (Last name) Segment ID - NM103, Data Element -1035 and (First name) Level - Detail, Position - 250, Loop - 2310B , Segment ID - NM104, Data Element -1036 and (Middle name) Level - Detail, Position - 250, Loop - 2310C , Segment ID - NM105, Data Element -1037} ) physician or other health professional [ prior to certification, ] . The physicians or other health professionals may write comments and have[ corrected any ] errors brought to the [ hospital's ] attention of the chief executive officer or the chief executive officer's designated agent and [ have included with the discharge report ] the chief executive officer or the chief executive officer's designated agent shall include any comments on the accuracy of the data and correct any errors noted [ submitted ] by the physicians or other health professionals. If the chief executive officer or the officer's designee elects not to certify the discharge encounter data for a specific quarter, a [ Written ] written explanation of any unresolved [ disagreements with the executive director ] data issues concerning the accuracy and completeness of the data at the time of the certification shall be included or attached to the certification form.

(d)

The executive director shall provide to the hospital an additional review file or files to accompany the file or files to be certified. The review file or files shall contain other data elements submitted by the hospital that are not required to be certified. The review file or files may be used by the hospital for its review of submitted data which are available through requests made under §1301.18(n) of this title (relating to Hospital Discharge Data Release).

(e)

[ (d) ] Each hospital must submit [ file ] its certification form [ of ] for each quarter's data to [ with ] the Council [ within six months ] by the first day of the six month (Quarter 1 - October 1; Quarter 2 - January 1; Quarter 3 - April 1; Quarter 4 - July 1) following the last day of the reporting quarter (Quarter 1 - March 31; Quarter 2 - June 30; Quarter 3 - September 30; Quarter 4 - December 31) . Extensions to this period will not be granted. The Council, by majority vote, may grant exemptions to hospitals from the requirements to certify data. Data from hospitals that are exempted from the certification requirements shall not be released in a public use data file or supplemental file. Discharge data that has been edited, returned to hospital and is not certified may be released and published in the public use data file.

(f)

[ (e) ] Hospitals, physicians or other health professionals may submit concise written comments regarding any data submitted by them or relating to services they have delivered which may be released as public use data. Comments shall be submitted to the Council no later than six months following the last day of the reporting quarter. Commenters are responsible for assuring that the comments contain no patient or physician identifying information. Comments shall be submitted electronically using the methods described in §1301.14(a) and (b) of this title (relating to Instructions for Submitting [ Filing ] Discharge Files [ Reports ]).

(g)

[ (f) ] Failure to return a [ timely file a ] certification [ of ] form by the dates specified in subsection (e) of this section corresponding to discharge data previously submitted is punishable by a civil penalty pursuant to Health and Safety Code, §108.014.

§1301.18.Hospital Discharge Data Release.

(a)

Council records are public records under Government Code, Chapter 552, except as specifically exempted by Health and Safety Code, §108.010 and §108.013[ , and are available for public inspection during normal business hours ]. Copies of such records may be obtained upon request and upon payment of user fees established by the Council. The public use data file shall be available for public inspection during normal business hours. Discharge claims {transaction sets} [ Discharge files ] in the original format as submitted to the Council are not available to the public, are not stored at the Council's office and are exempt from disclosure pursuant to Health and Safety Code, §108.010 and §108.013, and shall not be released. Likewise, patient and physician identifying [ specific ] data collected by the Council through editing [ audits ] of hospital data shall not be released.

(b)

Creation of codes and identifiers. The executive director shall develop the following codes and identifiers, as listed in paragraphs (1)- (2) [ (4) ] of this subsection, required for creation of the public use data file and for other purposes.

(1)

The executive director shall create a process for assigning uniform patient identifiers, uniform physician identifiers and uniform other health professional identifiers using data elements collected. This process is confidential and not subject to public disclosure. Any documents or records produced describing the process or disclosing the person associated with an identifier are confidential and not subject to public disclosure.

[ (2)

The executive director shall create a process for assigning geographic identifiers to each discharge record. Each geographic identifier shall be composed of two or more postal five digit zip codes. The identity of the zip codes included in each geographic identifier is public information. The zip codes for each geographic region shall be included with each public release of this information. ]

[ (3)

The executive director shall create a process for assigning uniform payer identifiers to each discharge record. The identity of the payer associated with each payer identifier is public information. The executive director shall also create codes designating primary source of payment. The payer codes shall be included with each public release of this information. ]

(2)

[ (4) ] The executive director shall create a process for assigning a uniform facility identifier to each health care facility and other provider submitting data. The identity of the health care facility or other provider associated with each facility identifier is public information. These facility identifiers shall be included with each public release of this information.

(c)

Creation of public use data file. The executive director shall establish a public use file data element list (specified in paragraph (1) of this subsection) and the Council with the assistance of the advisory committee described in Health and Safety Code, §108.003(g)(5) shall review the list annually. The executive director will create a public use data file by creating a single [ record ] encounter for each inpatient discharge and adding, modifying or deleting data elements [ in the following manner as listed in paragraphs (1)-(11) of this subsection ] as follows :

(1)

data elements to be included in the public use data file:

(A)

Provider Name (Facility Name)

(B)

Patient Sex/Gender

(C)

Type of Admission

(D)

Source of Admission

(E)

Patient ZIP (5-digits)

(F)

Patient State

(G)

Patient Status

(H)

Patient Race

(I)

Patient Ethnicity

(J)

Source of Payment Code, Non-Standard Codes (Keep first two records, if submitted)

(K)

Source of Payment Code, Standard Codes (Keep first two records)

(L)

Type of Bill

(M)

Encounter Indicator

(N)

Principal Diagnosis Code (Current version of ICD codes at the time data is submitted)

(O)

Other Diagnosis Codes (1)(Current version of ICD codes at the time data is submitted)

(P)

Other Diagnosis Codes (2)(Current version of ICD codes at the time data is submitted)

(Q)

Other Diagnosis Codes (3)(Current version of ICD codes at the time data is submitted)

(R)

Other Diagnosis Codes (4)(Current version of ICD codes at the time data is submitted)

(S)

Other Diagnosis Codes (5)(Current version of ICD codes at the time data is submitted)

(T)

Other Diagnosis Codes (6)(Current version of ICD codes at the time data is submitted)

(U)

Other Diagnosis Codes (7)(Current version of ICD codes at the time data is submitted)

(V)

Other Diagnosis Codes (8)(Current version of ICD codes at the time data is submitted)

(W)

Principal Procedure code (if applicable )(Current version of ICD codes at the time data is submitted)

(X)

Other Procedure code (1)(Current version of ICD codes at the time data is submitted)

(Y)

Other Procedure code (2)(Current version of ICD codes at the time data is submitted)

(Z)

Other Procedure code (3)(Current version of ICD codes at the time data is submitted)

(AA)

Other Procedure code (4)(Current version of ICD codes at the time data is submitted)

(BB)

Other Procedure code (5)(Current version of ICD codes at the time data is submitted)

(CC)

Admitting Diagnosis (Current version of ICD codes at the time data is submitted)

(DD)

External Cause of Injury (if applicable)(Current version of ICD codes at the time data is submitted)

(EE)

Day of Week Patient is admitted code (Sun. = 1, Mon. = 2, Tues. = 3, Wed. = 4, Thur. = 5, Fri. = 6, Sat. = 7 )

(FF)

Length of Stay (Statement Covers Period Through - Admission/Start of Care Date)

(GG)

Age of patient in years at date of discharge (Statement Covers Period Through date minus Patient Birth Date)

(HH)

Encounter Indicator: This indicates whether more than one claim {transaction set} was used to create the encounter

(II)

Day number of Principal Procedure (Calculated Principal Procedure Date minus Admission/Start of Care Date)

(JJ)

Day number of Procedure (1) (Calculated Procedure Date (1) minus Admission/Start of Care Date)

(KK)

Day number of Procedure (2) (Calculated Procedure Date (2) minus Admission/Start of Care Date)

(LL)

Day number of Procedure (3) (Calculated Procedure Date (3) minus Admission/Start of Care Date)

(MM)

Day number of Procedure (4) (Calculated Procedure Date (4) minus Admission/Start of Care Date)

(NN)

Day number of Procedure (5) (Calculated Procedure Date (5) minus Admission/Start of Care Date)

(OO)

HCFA-DRG Code (Obtained from the 3M HCFA-DRG Grouper)

(PP)

APR-DRG Code (Obtained from 3M APR-DRG Grouper)

(QQ)

Risk of Mortality Score (Obtained from 3M APR-DRG Grouper)

(RR)

Severity of Illness Score (Obtained from 3M APR-DRG Grouper)

(SS)

Uniform Physician Identifier assigned to Attending Physician

(TT)

Uniform Physician Identifier assigned to Operating or Other Physician

(UU)

Uniform Physician Identifier assigned to Other Physician #1

(VV)

Uniform Physician Identifier assigned to Other Physician #2

(WW)

Accommodations Private Room Charges

(XX)

Accommodations Private Room Days

(YY)

Accommodations Semi-Private Charges

(ZZ)

Accommodations Semi-Private Days

(AAA)

Accommodations Ward Charges

(BBB)

Accommodations Ward Days

(CCC)

Accommodations Intensive Care Charges

(DDD)

Accommodations Intensive Care Days

(EEE)

Accommodations Coronary Care Charges

(FFF)

Accommodations Coronary Care Days

(GGG)

Ancillary Service- Other Charges

(HHH)

Ancillary Service- Pharmacy Charges

(III)

Ancillary Service- Medical/Surgical Supply Charges

(JJJ)

Ancillary Service- Durable Medical Equipment Charges

(KKK)

Ancillary Service- Used Durable Medical Equipment Charges

(LLL)

Ancillary Service- Physical Therapy Charges

(MMM)

Ancillary Service- Occupational Therapy Charges

(NNN)

Ancillary Service- Speech Pathology Charges

(OOO)

Ancillary Service- Inhalation Therapy Charges

(PPP)

Ancillary Service- Blood Charges

(QQQ)

Ancillary Service- Blood Administration Charges

(RRR)

Ancillary Service- Operating Room Charges

(SSS)

Ancillary Service- Lithotripsy Charges

(TTT)

Ancillary Service- Cardiology Charges

(UUU)

Ancillary Service- Anesthesia Charges

(VVV)

Ancillary Service- Laboratory Charges

(WWW)

Ancillary Service- Radiology Charges

(XXX)

Ancillary Service- MRI Charges

(YYY)

Ancillary Service- Outpatient Services Charges

(ZZZ)

Ancillary Service- Emergency Service Charges

(AAAA)

Ancillary Service- Ambulance Charges

(BBBB)

Ancillary Service- Professional Fees Charges

(CCCC)

Ancillary Service- Organ Acquisition Charges

(DDDD)

Ancillary Service- ESRD Revenue Setting Charges

(EEEE)

Total Charges - Accommodations, for the Claim

(FFFF)

Total Ancillary Charges, for the Claim

(GGGG)

Total Non-Covered Accommodation Charges, for the Claim

(HHHH)

Total Non-Covered Ancillary Charges, for the Claim

(2)

[ (1) ] delete patient, and insured name, Social Security Number, address and certificate data elements, if submitted; delete patient control and medical record numbers. [ Assign uniform identifiers and county codes; ]

(3)

[ (2) ] convert patient birth date to age in years and age in days ;

(4)

[ (3) ] convert admission and discharge dates to a length of stay measured in days and a code for the day of the week of the admission;

(5)

[ (4) ] convert procedure and occurrence dates to day of stay values;

(6)

[ (5) ] delete physician and other health professional names and numbers: assign uniform identifiers;

(7)

[ (6) ] attach comments as mandated by Health and Safety code §108.011(g); [ convert payer names and identification numbers to uniform payer identifiers: assign codes indicating the primary source of payment; ]

(8)

[ (7) ] convert facility name, address and identification numbers to a facility identifier;

(9)

[ (8) ] convert all procedure codes to ICD[ -9-CM ] codes (version that is current for the date the data was due to be submitted) ;

(10)

[ (9) ] add risk and severity adjustment scores utilizing an algorithm approved by the Council;

(11)

[ (10) ] add indicators of whether the hospital is a children's specialty hospital and whether the hospital is a teaching hospital;

(12)

[ (11) ] add indicators of whether the patient was served in an acute care unit or in a specialty unit such as skilled nursing, long-term care, or psychiatric.

(13)

For each public use data file released and each report issued by the Council, the executive director shall establish policies and procedures that prevent uniform physician identifiers from being published when the total number of patients (in a hospital) associated with specific diagnosis related group counts are less than five or when the number of physicians associated with a particular diagnosis related group has less than five uniform physician identification numbers listed in the attending physician field from the hospital that quarter.

(d)

Release of public use data discharge encounters [ files ]. The Council shall release in an aggregate form without uniform patient, physician or other health professional identifiers public use data relating to hospitals described by the Health and Safety Code, §108.0025(1) that are not rural providers or because they do not meet the requirements of §108.0025(2).

(e)

The executive director will make available a public use data file on magnetic or electronic media for each quarter not later than [ seven months ] the last day of the eighth month (Quarter 1 - November 30; Quarter 2 - February 28 or 29; Quarter 3 - May 31; Quarter 4 - August 31) after the last day [ end ] of the reporting quarter.

(1)

The executive director shall release public use data from hospitals that have certified the data as required by §1301.17 of this title (relating to Certification of Discharge Reports). A hospital's failure to execute the certification form after six months shall not prevent the executive director from releasing the hospital's data if the director believes the data submitted is reasonably accurate and complete. The executive director shall not include in the public use data file discharge encounters [ records ] derived from hospital discharge claims {transaction sets} [ files ] which contain known [ material ] errors either detected by Council established edits or errors reported by the hospital during the certification process. The executive director will include with the public use data file information on the number of discharge claims {transaction sets} [ files ] received from each hospital and the number of discharge claims {transaction sets} [ files ] from each hospital included on the public use data file.

(2)

If additional discharge claims {transaction sets} from one prior quarter to the quarter that is currently being certified [ files ] become available after the initial release of the public use data file [ for any quarter ], the executive director will add these records to the supplemental file that is released in conjunction with the public use data file and make the additional records available to the public.

(3)

The other sections of these rules not withstanding, the executive director shall not create a public use data file from the discharge encounter data [ reports ] covering discharges occurring in [ the first quarter of ] 1998. It is the intent of the Council to utilize this data [ only ] for testing and calibration of its data processing systems, to prepare reports for the Council members, the governor and the legislature, and to allow hospitals the opportunity to test and calibrate their own data reporting systems.

(4)

The other sections of these rules not withstanding, the executive director shall not create or release a public use data file from discharge encounter data [ reports ] covering discharges for the first [ second ] quarter of 1999 [ 1998 ] until a public use data file covering discharges for the second [ third ] quarter of 1999 [ 1998 ] is created and released. The Council will initially release six months of data in order to provide a more reliable body of data for analysis and decision-making and to make available public use data files on a quarterly schedule thereafter.

(f)

The Council shall not charge Texas State agencies a fee for data requested solely for the internal use of the agency to comply with Health and Safety Code, §108.012(b). Prior to filling the request of a state agency without fee, the executive director shall secure an interagency agreement imposing restrictions on distribution, republication or reuse of the data in ways that would diminish user fees to the Council.

(g)

The executive director shall establish procedures for screening all requests to assure that filling the request will not violate the provisions of Health and Safety Code, §108.013(c).

(h)

The data elements specified for discharge claims {transaction sets} [ reports ] in §1301.20 [ §1301.19 ] of this title (relating to Discharge [ Reports ] Files --Records, Data Fields and Codes) do not constitute "Provider Quality Data" as discussed in Health and Safety Code, §108.010.

(i)

A public use data file which is specified by the requestor shall not be considered a "report issued by the Council" as referenced in Health and Safety Code, §108.011(f).

(j)

Requests for discharge encounters [ data files ] including data on one or more providers are matters of public record and copies of all requests shall be maintained by the Council for two years from the date of receipt. The executive director shall make available on the Council's Internet site and publish in the Council's numbered letter for hospitals [ will transmit monthly ] a summary of all requests for public use data received [ to all hospitals submitting discharge data to comply with Health and Safety Code, §108.011(e) ]. When the Council receives data requests for specific hospitals, the executive director shall notify the affected hospitals of the requests after releasing the public use discharge data to the requesters.

(k)

With any public use data file , research file or report prepared by the Council, the executive director shall attach all comments submitted by providers which relate to any data included in the file. The Council shall also make these comments available at the Council's offices and on the Council's Internet site.

(l)

The Council shall review the data elements listed in subsection (c)(1) of this section annually. The Council, with the assistance of the technical advisory committee described in Health and Safety Code, §108.003(g)(5), shall consider the value of each data element to be added or deleted, including the technical feasibility of establishing data accuracy and consistency. Additional data elements not currently collected shall be added in accordance with §1301.14 (a)(4) of this title (relating to Instructions for Submitting Discharge Files).

(m)

The Council, with the assistance of the technical advisory committee described in Health and Safety Code §108.003(g)(5), shall establish the following policies, procedures and guidelines listed in subsection (n)(1)-(4) of this section regarding the release of data.

(n)

Non-certified data shall be released provided the following criteria are met:

(1)

the Texas Health Care Information Council Research Data Request Form is completed and submitted to the Council's executive director;

(2)

the research request is reviewed by the Scientific Review Panel and it has determined the research proposed outcome can be achieved with the available data;

(3)

the Council's Scientific Review Panel grants authorization to the request or restricts access to specified data elements determined to be inappropriate for the research proposal in accordance with §1301.19 of this title (relating to Scientific Review Panel); and

(4)

the requestor has signed a written data release agreement and made payment according to the Council's fee schedule.

This agency hereby certifies that the proposal has been reviewed by legal counsel and found to be within the agency's legal authority to adopt.

Filed with the Office of the Secretary of State, on April 10, 2000.

TRD-200002535

Jim Loyd

Executive Director

Texas Health Care Information Council

Earliest possible date of adoption: May 21, 2000

For further information, please call: (512) 424-6490


25 TAC §1301.19

(Editor's note: The text of the following section proposed for repeal will not be published. The section may be examined in the offices of the Texas Health Care Information Council or in the Texas Register office, Room 245, James Earl Rudder Building, 1019 Brazos Street, Austin.)

The repeal is proposed under the Health and Safety Code, §§108.006 and 108.009. The Council interprets §108.006 as authorizing it to adopt rules necessary to carry out Chapter 108, including rules concerning data dissemination requirements. The Council interprets §108.009 as authorizing the Council to adopt rules regarding the collection of data from hospitals in uniform submission formats to make the incoming data substantially valid, consistent, compatible and manageable.

The Health and Safety Code, §§108.006, 108.009, 108.010, 108.011 and 108.012 is affected by the proposed repeal.

§1301.19.Discharge Reports-Records, Data Fields and Codes.

This agency hereby certifies that the proposal has been reviewed by legal counsel and found to be within the agency's legal authority to adopt.

Filed with the Office of the Secretary of State, on April 10, 2000.

TRD-200002560

Jim Loyd

Executive Director

Texas Health Care Information Council

Earliest possible date of adoption: May 21, 2000

For further information, please call: (512) 424-6490


25 TAC §1301.19, §1301.20

The new sections are proposed under the Health and Safety Code, §§108.006 and 108.009. The Council interprets §108.006 as authorizing it to adopt rules necessary to carry out Chapter 108, including rules concerning data dissemination requirements. The Council interprets §108.009 as authorizing the Council to adopt rules regarding the collection of data from hospitals in uniform submission formats to make the incoming data substantially valid, consistent, compatible and manageable.

The Health and Safety Code, §§108.006, 108.009, 108.010, 108.011 and 108.012 are affected by the proposed new sections.

§1301.19.Scientific Review Panel.

(a)

The Council establishes the Scientific Review Panel (Panel) for the purposes of:

(1)

evaluating applications for various measures or variables that are found in the Council's hospital discharge data "research" file; and

(2)

deciding whether the data requests should be granted.

(b)

The Scientific Review Panel is abolished at such time as the Council ceases to maintain a hospital discharge data "research" file.

(c)

Membership.

(1)

A person interested in membership on the Scientific Review Panel must submit an application, on a form specified by the Council, to the Executive Director of the Council.

(2)

The Scientific Review Panel is comprised of six members.

(3)

The Council's Appointments Committee shall review all applications for membership and make recommendations to the Council. When making its recommendations, the Appointments Committee shall consider the qualification criteria in the Health and Safety Code, §108.0135 for each member and the restrictions on composition of committees in Government Code, §2110.002.

(4)

The Council, at its, discretion, shall appoint persons to the Scientific Review Panel. Members shall have experience and expertise in ethics, patient confidentiality, and health care data.

(5)

Members shall be appointed for three year terms, except that for the initial appointees, the terms of one-third of the members shall be for three years, another one-third for two years, and the remaining members for one year. The Appointments Committee shall assign the initial term of each member or position so as to provide for a staggered system of terms.

(6)

The Council may remove a member from the Scientific Review Panel if he or she is absent from three consecutive meetings or otherwise upon the recommendation of the appointments committee.

(7)

If a vacancy on the Scientific Review Panel occurs, the Council shall appoint an individual to serve the unexpired portion of that term.

(8)

The Chair of the Scientific Review Panel is designated by the Chair of the Council from current members of the Panel. This person shall serve in that capacity at the pleasure of the Council Chair.

(d)

Meetings.

(1)

The Scientific Review Panel shall meet as necessary to conduct business, but in any case at least once every two months if applications for all or part of the research file are pending.

(2)

A simple majority of the members of the Scientific Review Panel shall constitute a quorum for the purpose of transacting business. All action of the Panel must be approved by majority vote. Each member shall have one vote and may not vote by proxy or in absentia.

(3)

Meetings of the Panel or Subcommittees of the Panel shall be posted and conducted in accordance with the Texas Open Meets Act, Government Code, Chapter 551. The Panel or any Subcommittee shall prepare minutes or make a tape recording of each open meeting.

(4)

Minutes or tape recording of all Panel and Subcommittee meetings shall be maintained by Council staff and shall include the names of members in attendance and a record of all formal actions and votes taken.

(5)

Council staff shall provide administrative support for the Panel and any Subcommittees, including making of meeting arrangements. Each Panel or Subcommittee member shall be informed of a meeting at least ten days prior to a meeting.

(6)

The Panel and Subcommittees shall make decisions in the discharge of its duties without discrimination based on any person's race, creed, gender, religion, national origin, age, physical condition, or economic status.

(e)

Decision-Making Guidelines.

(1)

Requests should reasonably identify and justify the requested data elements. Requesters who have detailed information which would assist in justifying the records request are urged to provide such information in order to expedite the handling of the request. Envelopes in which written requests are submitted should be clearly identified as Open Records requests. Requests should include the fee or request determination of the fee.

(2)

The Council's policy is to comply with certain requests for information or services without charge. Fee structures for the public use data file and the research file shall be set by the Executive Director, in consultation with the Council.

(3)

Waiver or reduction of the fees charged for the public use data file or the research file may be made upon a determination by the Executive Director when such waiver or reduction is in the public interest.

(4)

All requests for data must be submitted in writing, either on the form provided by the Council or on a similar form containing all of the same information. Denials of written requests will be in writing and will contain the reasons for the denial including, as appropriate, a statement that a document or data element requested is nonexistent or not reasonably described, or is subject to one or more clearly described exemption(s). Denials will also provide the requester with appropriate information on how to exercise the right of appeal.

(5)

In cases where there is an alleged conflict between the Texas Open Records Act and the Council's procedures, the Executive Director will refer the issue to the Office of the Attorney General.

(6)

Records will not be created by compiling selected items from the files, and records will not be created to provide the requester with such data as ratios, proportions, percentages, per capitas, frequency distributions, trends, correlations, and comparisons. If such data have been compiled and are available in the form of a record, the record may be made available as provided herein.

(f)

Reports to the Council. The Chair of the Scientific Review Panel shall file with the Executive Director of the Council a written report of all action taken at any meeting of the Panel or a Subcommittee within three working days of such meeting, including a detailed list of how each participating member voted.

§1301.20.Discharge Files--Records, Data Fields and Codes.

(a)

Hospitals that have not obtained an exemption letter authorized by §1301.15 of this title (relating to Exemptions from Discharge File Submission Requirements) shall submit discharge files {communications envelopes and interchange envelopes} in one of the following formats as listed in paragraphs (1)-(3) of this subsection:

(1)

electronically in the national standard flat file format for inpatient hospital claims {transaction sets} defined by the United States Department of Health and Human Services, Health Care Finance Administration (HCFA), commonly known as the HCFA UB92 Electronic Format (Versions 006.0 and 005.0. HCFA updates this format from time to time by issuing new versions. The Council will accept discharge files in the latest version or in the immediately preceding version or as mandated by HCFA. For the purposes of this paragraph, the latest version is version 006.0 and the immediately preceding version is version 005.0. The Council will follow HCFA guidelines when the immediately preceding version is not acceptable for submission to HCFA. The Council will make detailed specifications for these formats available to submitters and to the public for the cost of reproduction;

(2)

electronically in the file format for inpatient hospital transaction sets defined by the American National Standards Institute (ANSI), commonly known as the ANSI X12N form 837. ANSI updates this format from time to time by issuing new versions. The Council will accept discharge communication envelopes and interchange envelopes in the latest version or in the immediately preceding version. As of the date hereof, the latest approved version is 40.10 and the immediately preceding version is 30.70. The Council will follow HCFA guidelines when the immediately preceding version is not acceptable for submission to HCFA. The Council will make detailed specifications for these formats available to submitters at no charge and to the public for the cost of reproduction;

(3)

for paper filing, the UB-92 paper form currently approved by the Health Care Finance Administration, also known as the HCFA 1450 paper version. Paper shall only be accepted with executive director approval as specified in §1301.14 (c) of this title (relating to Instructions for Submitting Discharge Files).

(b)

Except as otherwise provided in this section, discharge files, batches and claims shall be submitted using the national uniform billing data element specifications as developed by the National Uniform Billing Committee (NUBC) as published by the State Uniform Billing Committee (SUBC) with instructions specific to Texas third party fiscal intermediaries in the Texas UB-92 Manual. The NUBC revises these data element specifications from time to time and the SUBC publishes revisions showing the effective date for changes to each data element. Hospitals shall submit discharge files, batches and claims using the data element specifications in effect as of the date of the discharge. The Council will make detailed specifications for these data elements available to submitters and to the public, including the dates changes were made, the effective date of those changes, and the period of data affected.

(c)

In addition to the data elements contained in the Texas UB-92 Manual, the Council has defined the following data elements shown in this subsection and has defined the location in the HCFA UB-92 Electronic Format and {ANSI X12 Form 837} where each element is to be reported.

(1)

Patient race - This data element shall be reported at Record Type 22, Field 7, Beginning Position 86; Form Locator 11 (upper line), {Level - Detail, Position - 32, Loop - 2010BA or 2010CA, Segment ID - DMG05, Data Element -1109} as a numeric value. Acceptable codes are 1 = American Indian/Eskimo/Aleut, 2 = Asian or Pacific Islander, 3 = Black, 4 = White and 5 = Other. In order to obtain this data, the hospital staff retrieves the patient's response from a written form or asks the patient, or the person speaking for the patient to classify the patient. If the patient, or person speaking for the patient, declines to answer, the hospital staff is to use its best judgment to make the correct classification based on available data.

(2)

Patient ethnicity - This data element shall be reported at Record Type 22, Field 8, Beginning Position 98; Form Locator 11 (lower line), {Not currently defined by ANSI X12 to be determined} as a numeric value. Acceptable codes are 1 = Hispanic Origin and 2 = Not of Hispanic Origin. In order to obtain this data, the hospital staff retrieves the patient's response from a written form or asks the patient, or the person speaking for the patient to classify the patient. If the patient, or person speaking for the patient, declines to answer, the hospital staff is to use its best judgment to make the correct classification based on available data.

(3)

Patient Social Security Number - This data element shall be reported at Record Type 22, Field 5, Beginning Position 27; Form Locator 2 (upper line), {Level - Detail, Position - 015, Loop - 2010CA, Segment ID - NM109, Data Element - 67} requires the reference identification qualifier of "34" {Level - Detail, Position - 015, Loop - 2010CA, Segment ID - NM108, Data Element - 66} a numeric value. In the event the patient is a newborn or child of United States citizenship for whom a Social Security Number has not been assigned, the hospital shall leave the field blank or shall insert "999999999" and shall indicate a response code in the Record Type 22, Field 6, Beginning Position 56; Form Locator 2 (lower line), {Not currently defined by ANSI X12 to be determined} as to the reason no Social Security Number was submitted. Acceptable codes are: F = Foreign national, does not have a Social Security Number; N = Newborn or Infant of United States citizenship for whom a Social Security Number has not been assigned; O = Other; R = Refused to provide a social security number;

(4)

Source of payment code - This data element shall be reported at Record 30, Field 04, Beginning Position 25 , {Level - Detail, Position - 005 , Loop - 2000B, Segment ID - SBR09, Data Element - 1032} as an alphanumeric value. Secondary and tertiary standard and payer source codes shall be submitted when the hospital submits claims to more than one payer. The secondary and tertiary standard source of payment codes shall be submitted on the second (Sequence number "02" in Record Field 02, Positions 3 and 4) and third (Sequence number "03" in Record Field 02, Positions 3 and 4) "30" Record in the same field and position as the primary source of payment codes specified in earlier in this paragraph.

(A)

Acceptable UB92 codes are:

(i)

A = Self pay;

(ii)

B = Workers' Compensation;

(iii)

C = Medicare;

(iv)

D = Medicaid;

(v)

E = Other Federal Programs (includes Veterans Administration);

(vi)

F = Commercial;

(vii)

G = Blue Cross;

(viii)

H = CHAMPUS

(ix)

I = Other.

(B)

Non-Standard UB92 Codes shall be reported when the non-standard source definition represents a more accurate description of the source of payment than the standard source of payment definition provides in subparagraph (A) of this paragraph. The non-standard code shall be reported at the Alternate Code Site Record 22, Field 9, Position 111. The secondary and tertiary non-standard source of payment codes shall be submitted on the second (indicated by sequence number "02" in Record 22, Field 02, Positions 3 and 4) and third (indicated by sequence number "03" in Record 22, Field 02, Positions 3 and 4) "22" Record in the same field and position as the primary non-standard source of payment codes specified earlier in this sub-paragraph.

(i)

T = State or Local Government Programs;

(ii)

U = Commercial PPO;

(iii)

V = Medicare Managed Care;

(iv)

X = Medicaid Managed Care;

(v)

Y = Commercial HMO;

(vi)

Z = Charity.

(C)

Acceptable ANSI X12N codes:

(i)

09 = Self pay

(ii)

10 = Central Certification

(iii)

11 = other Non-Federal programs

(iv)

12 = Preferred Provider Organization (PPO)

(v)

13 = Point of Service (POS)

(vi)

14 = Exclusive Provider Organization (EPO)

(vii)

15 = Indemnity Insurance

(viii)

16 = Health Maintenance Organization (HMO) Medicare Risk

(ix)

AM = Automobile Medical

(x)

BL = Blue Cross/Blue Shield

(xi)

CH = CHAMPUS

(xii)

CI = Commercial Insurance Co.

(xiii)

DS = Disability

(xiv)

HM = Health Maintenance Organization

(xv)

LI = Liability

(xvi)

LM = Liability Medical

(xvii)

MA = Medicare Part A

(xviii)

MB = Medicare Part B

(xix)

MC = Medicaid

(xx)

OF = Other Federal Program

(xxi)

TV = Title V

(xxii)

VA = Veteran Administration Plan

(xxiii)

WC = Workers' Compensation Health Claim

(xxiv)

ZZ = Mutually Defined.

(5)

Submission purpose code - This data element shall be reported at Record 01, Field 20.8, Beginning Position 183 , {Not currently defined by ANSI X12 to be determined} as an alphanumeric value. Acceptable codes are C = Claim, D = Discharge Statement, and B = Both. This code is required if a hospital bill clearinghouse is utilized in the data collection effort. Once published these codes and formats may not be changed without 90 calendar days prior notice to hospitals required to submit discharge claims {transactions sets} to the Council.

(6)

Facility Name - This data element shall be the name of the hospital where the services were rendered and shall be reported at Record Type 10, Field 12; {Level - Detail, Position - 250, Loop - 2310E, Segment ID - NM103, Data Element - 1035} requires entity type qualifier code of "2" {Level - Detail, Position 250, Loop 2310E, Segment ID -NM103, Data Element 1065}.

(7)

Facility Address - This data element shall be the actual physical address of the hospital where the services were rendered and shall be reported at Record Type 10, Field 13; {Level - Detail, Position - 265, Loop - 2310E, Segment ID - N301, Data Element - 166} and as necessary {Level - Detail, Position - 265, Loop - 2310E, Segment ID - N301, Data Element - 166}.

(8)

Facility City - This data element shall be the name of the city where the hospital that rendered the services is located and shall be reported in Record Type 10, Field 14; {Level - Detail, Position - 270, Loop - 2310E, Segment ID - N401, Data Element - 19}.

(d)

Data may be numeric or alphanumeric. All numeric data shall be right justified and zero-filled. All alphanumeric data shall be left justified. Conditional data fields {elements} shall be filled with spaces when other data are not present.

(e)

Hospitals shall submit the required minimum data set for all patients for which a discharge claim {transaction set} is required by this title. For patients with any form of insurance, hospitals shall submit to the Council all data elements submitted to any third party payer in addition to data elements in the required minimum data set. The required minimum data set includes the following data elements as listed in paragraphs (1)-(47) of this subsection:

(1)

Patient race;

(2)

Patient ethnicity;

(3)

Patient Social Security Number;

(4)

Patient control number;

(5)

Patient last name;

(6)

Patient first name;

(7)

Patient middle initial;

(8)

Patient sex;

(9)

Patient birth date;

(10)

Type of admission;

(11)

Source of admission;

(12)

Source of Payment Code, Standard Codes and Non-standard Codes (Keep first two records);

(13)

Patient address;

(14)

Patient city;

(15)

Patient state;

(16)

Patient zip;

(17)

Admission/start of care date;

(18)

Statement covers period from;

(19)

Statement covers period through;

(20)

Patient status;

(21)

Medical record number;

(22)

Type of bill;

(23)

Accommodations revenue codes (all applicable);

(24)

Accommodations rates (all applicable per each revenue code);

(25)

Accommodation days (all applicable per each revenue code);

(26)

Accommodation total charges (all applicable per each revenue code);

(27)

Inpatient ancillary revenue code (all applicable);

(28)

Units of service (all applicable per each revenue code);

(29)

Ancillary charges total (all applicable per each revenue code);

(30)

Principal diagnosis code;

(31)

Other diagnosis codes (all applicable);

(32)

Principal surgical procedure code (if applicable);

(33)

Principal surgical procedure date (if applicable);

(34)

Other surgical procedure codes (all applicable);

(35)

Other surgical procedure dates (all applicable);

(36)

Admitting diagnosis;

(37)

External cause of injury (if applicable);

(38)

Procedure coding method used;

(39)

Attending physician number (HCFA Uniform Physician Identification Number (UPIN) or State License Number);

(40)

Operating or other physician number (if applicable) (HCFA UPIN or State License Number);

(41)

Other physician number (all applicable) (HCFA UPIN or State License Number);

(42)

Attending physician name (as reported to HCFA or State licensing boards);

(43)

Operating or other physician name (if applicable)(as reported to HCFA or State licensing boards);

(44)

Other physician name (all applicable)(as reported to HCFA or State licensing boards);

(45)

Facility Name;

(46)

Facility Address;

(47)

Facility City.

(f)

For alcohol and substance abuse patients who are covered by 42 USC 290dd-2 and 42 CFR Part 2.1, the hospital shall submit the following patient identifying information or default values in the specified Record and Field locations as required by subsection (a) of this section or the Form Locator for authorized hospitals as required by §1301.14(c) of this title (relating to Instructions for Submitting Discharge Files, Paper Forms):

(1)

Control Number - This alphanumeric patient control number shall be reported in Record 20 Field 03, or Form Locator 3; {Level - Detail, Position - 270, Loop - 2310E, Segment ID - N401, Data Element - 19}{CLM01, Position 130, Loop 2300}. This number is unique to the institution and episode of care and will be used by the hospital to review and certify data.

(2)

Last Name - The patient's last name shall be removed and replaced with "Doe" in Record 20 Field 04, Form Locator 12; {Level - Detail, Position - 015, Loop - 2010CA, Segment ID - NM103, Data Element - 1035} requires a "1" in the Entity Type Qualifier {Level - Detail, Position - 015, Loop - 2010CA, Segment ID - NM102, Data Element - 1065}{NM103, Position 015, Loop 2010CA}.

(3)

First Name - The patient's first name shall be removed and replaced with "Jane" if female, or "John" if male, and can include a sequential number (e.g., John1, John2, John3... etc.) in Record 20 Field 05, Form Locator 12; {Level - Detail, Position - 015, Loop - 2010CA, Segment ID - NM104, Data Element - 1036}.

(4)

Middle Initial - The patient's middle initial shall be removed and left blank (space filled) in Record 20 Field 06, Form Locator 12; {Level - Detail, Position - 015, Loop - 2010CA, Segment ID - NM105, Data Element - 1037}.

(5)

Date of Birth - The patient's date of birth shall be placed in Record 20 Field 08, Form Locator 14; {Level - Detail, Position - 032, Loop - 2010CA, Segment ID - DMG02, Data Element - 1251} .

(6)

Address - The patient's residence address shall be removed and replaced with the hospital's street address in Record 20 Field 12, Form Locator 13; {Level - Detail, Position - 025, Loop - 2010CA, Segment ID - N301, Data Element - 166} and if necessary {Level - Detail, Position - 025, Loop - 2010CA, Segment ID - N302, Data Element - 166} N301, Position 015, Loop 2010.

(7)

City - The patient's city of residence shall be reported in Record 20 Field 14, Form Locator 13; {Level - Detail, Position - 030, Loop - 2010CA, Segment ID - N401, Data Element - 19}.

(8)

State - The patient's state of residence shall be reported in Record 20 Field 15, Form Locator 13; {Level - Detail, Position - 030, Loop - 2010CA, Segment ID - N402, Data Element - 156}.

(9)

ZIP Code - The patient's ZIP code of residence shall be reported in Record 20 Field 16, Form Locator 13; {Level - Detail, Position - 030, Loop - 2010CA, Segment ID - N403, Data Element - 116}.

(10)

Medical Record Number - The patient's medical record number shall be removed and replace with "99999" and reported in Record 20 Field 25, Form Locator 23; {Level - Detail, Position - 180, Loop - 2300, Segment ID - REF02, Data Element - 127} requires a "EA" in the Reference Identification Qualifier; {Level - Detail, Position - 180, Loop - 2300, Segment ID - REF01, Data Element - 128}.

(11)

Social Security Number - The patient's Social Security Number shall be removed and replaced with "999999999" in Record 22 Field 05, Form Locator 2 (Upper Line); {Level - Detail, Position - 015, Loop - 2010CA, Segment ID - NM109, Data Element - 67} requires the reference identification qualifier of "34" {Level - Detail, Position - 015, Loop - 2010CA, Segment ID - NM108, Data Element - 66}. Also place the letter "O" in Record 22 Field 06, Form Locator 2 (Lower Line) as specified in subsection (c)(3) of this section.

(g)

A submission will consist of a set of the following types of records from the HCFA UB-92 Electronic Format (Versions 006.0 and 005.0) specification as shown in paragraphs (1)-(13) of this subsection.

(1)

Processor Label Data (Record 01). Files will be formatted so that this is a data record, not a conventional label. From a system standpoint, this will be a "labelless" file. This record will be the first record in the file.

(2)

Provider Data (Record 10). The provider's batch record describes the types of claims submitted for a specific provider. Field 02 of this record identifies the specific type of claim. A provider may be authorized to submit more than one claim type. In that case, more than one batch will be required to identify each claim type. Each claim in the batch will be edited for claim type. Record 40, Field 04 identifies claim type and will be matched to the batch {functional group} record for claim type. Each batch record must be followed by claim records and then Provider Batch Control Record (Record 95). This record is required at the beginning of each batch.

(3)

Patient Data (Record 20). The patient record is the first record of a claim. It is required for all claim types as it contains the patient's demographic data.

(4)

Third Party Payer Data (Record 30). The third party payer record identifies the primary insurance payer information and the secondary insurance payer for each patient. If the patient has no third party payer and is paying with personal finances, the hospital shall submit one Record 30 01 (or first Record 30) with Field 04 = A and Record 22 01 Field 09 shall be left "blank". If a non-standard source of payment code is selected, the hospital shall submit a Record 30 with Field 04 = I (Other) or "the most appropriate corresponding standard source of payment code" and the selected non-standard source of payment code shall appear in Record 22, Field 09. For example: If the patient has no third party payer and is treated as a charity patient, where no reimbursement is expected. The hospital shall submit one Record 30 01 with Field 04 = I and a Record 22 01 with Field 09 = Z, if the patient has a commercial PPO plan as the primary payer and Medicare Managed Care Plan for a secondary source of payment, the hospital shall submit two Record 30s'; Record 30 01 Field 04 = F (Commercial) and Record 22 01 Field 09 = U (Commercial PPO), Record 30 02 Field 04 = C (Medicare) and Record 22 Field 09 = V (Medicare Managed Care). Records must be in the correct payer priority sequence. The '01' (First Record 30 and Record 22) Record determines which source of payment code will be considered as primary.

(5)

Claim Data (Record 40). The claim data record identifies miscellaneous data needed to process a claim.

(6)

Claim Data Conditions and Values (Record 41). This record is used to report condition and value codes. If none are needed, this record is not necessary.

(7)

Inpatient Accommodations (Record 50). This record identifies the room charges (revenue codes 100-219) for an inpatient claim.

(8)

Inpatient Ancillary Services (Record 60). This record identifies the inpatient ancillary services (revenue codes 220-999). Revenue code "001" (total) is required for all lines of business. It must be the last revenue code listed and must contain the correct totals.

(9)

Medical Data (Record 70). This record identifies the diagnosis and surgical procedure code requirements.

(10)

Physician Data (Record 80). This record is for the Texas physician license number as assigned by the state licensing boards and name or Unique Physician Identification Number (UPIN) assigned by HCFA and name.

(11)

Discharge Totals (Record 90). This record is the final record for each discharge and is required for all discharge types. The record count and charges associated with the discharges will be edited to this record. The discharge will be rejected when the counts or totals do not agree to those accumulated while processing the individual records of each discharge. If a record is not submitted for a discharge, enter "0" for that record count.

(12)

Provider Batch Control (Record 95). The provider's batch control record contains information for all the claims of a specific claim type. The system will accumulate totals as it processes each claim. The totals are then edited to the batch totals record. When the totals are out of balance, the batch will be rejected.

(13)

File Control Totals (Record 99). The processor's file control record contains control information for all the claims in the file.

This agency hereby certifies that the proposal has been reviewed by legal counsel and found to be within the agency's legal authority to adopt.

Filed with the Office of the Secretary of State, on April 10, 2000.

TRD-200002534

Jim Loyd

Executive Director

Texas Health Care Information Council

Earliest possible date of adoption: May 21, 2000

For further information, please call: (512) 424-6490