TITLE 25.HEALTH SERVICES

Part 1. TEXAS DEPARTMENT OF HEALTH

Chapter 13. HEALTH PLANNING AND RESOURCE DEVELOPMENT

Subchapter B. DATA COLLECTION

25 TAC §13.17

The Texas Department of Health (department) adopts an amendment to §13.17 concerning duties of nonprofit hospitals. Section 13.17 is adopted with changes to the proposed text as published in the December 21, 2001 issue of the Texas Register (26 TexReg 10481).

The amendment implements Chapter 654 (House Bill 2419) of the Session Laws (77th Legislature 2001), which amended the Health and Safety Code, Chapter 311. The amendment establishes requirements for nonprofit hospitals in the areas of reporting on charity care policies and community benefits, providing charity care and eligibility policies to each individual seeking care at the hospital, and publishing public notices in the newspaper. It also establishes a mechanism for certain nonprofit hospitals to receive charity care credit for taking care of county indigent patients.

The proposed rules were reviewed by the Hospital Data Advisory Committee members. No comments were received from the committee members.

No comments were received concerning the proposed rules during the public comment period. However, the department made the following changes to the rules due to staff comments to improve clarity and correct the name of the bureau.

Change: Concerning §13.17(c)(1) relating to notifying the hospitals in writing regarding their reporting obligations, the department will notify the nonprofit hospitals that they are required to file an expanded annual statement of the community benefits standard form that will include the hospital's summary of information on charity care policy and community benefits.

Change: Concerning proposed §13.17(d)(5) relating to the reporting by the nonprofit hospitals, the department deleted subparagraphs (A)-(E) as these are existing language in §13.17(a)(3) on the annual report of the community benefits plan and moved subparagraphs (F)-(L) to new §13.17(b)(1) since the requirements are part of the annual statement of community benefits standard. Subsequent paragraphs were renumbered. This will remove duplication and improve clarity. The department also deleted proposed subparagraph (c)(5)(M) and added new subparagraph (b)(1)(H) since the summary is part of the annual statement. The summary received from each hospital will be used by the department to prepare the annual informational manual required by House Bill 2419.

Change: Concerning §13.17(b)(4) and (9), the references to paragraph (2) are renumbered as (3) and the reference to paragraph (7) is renumbered as (8) because of the addition of §13.17(b)(1). Concerning §13.17(f) and (g), the reference to subsection (d) is changed to (c) and the reference to subsection (d)(5)(M) is changed to subsection (b)(1)(H) and clarifying language is added.

Change: Proposed §13.17(c) concerning annual reporting of charity care policy and community benefits is deleted and is located in new §13.17 (b)(1)(H). Subsequent subsections are renumbered.

Change: Concerning §13.17(c)(4) and §13.17(d) relating to the name of the bureau at the department in charge of collection and reporting, the name is changed to Office of Health Information and Analysis from the Office of Policy and Planning.

Change: Concerning §13.17(b)(10), the reference to the Tax Code §171.063(a)(4) is changed to §171.063(h). Concerning §13.17(b)(10)(B), the reference to Tax Code, §171.063(a) is changed to Health and Safety Code, §311.045. These changes reflect amendments to Tax Code made by 77th Legislature.

Change: Concerning §13.17(b)(9), changes are made in singular/plural usage to reflect appropriate grammatical form.

This section is adopted under the Health and Safety Code, §104.042(a) which authorizes the board to adopt rules relating to the collection and dissemination of data from health care facilities necessary to facilitate health planning and resource development; §311.032(b) which mandates the adoption of rules on the collection and reporting of hospital financial and utilization data; and §12.001 which provides the board with the authority to adopt rules for the performance of every duty imposed by law on the board, the department and the Commissioner of Health.

§13.17.Duties of Nonprofit Hospitals under Health and Safety Code, Chapter 311.

(a) Annual report of the community benefits plan.

(1) The annual report of the community benefits plan may be filed with the department on a hospital or hospital system basis.

(2) A nonprofit hospital or hospital system shall file an annual report of the community benefits plan with the department no later than April 30 of the following year.

(3) The nonprofit hospital's or hospital system's annual report of the community benefits plan must include, at a minimum:

(A) the hospital's or hospital system's mission statement;

(B) a disclosure of the health care needs of the community that were considered in developing the community benefits plan;

(C) a disclosure of the amount and types of community benefits, including charity care, actually provided. Charity care shall be reported as a separate item from other community benefits;

(D) a statement of its total operating expenses computed in accordance with generally accepted accounting principles for hospitals from the most recent completed and audited prior fiscal year of the hospital; and

(E) a completed worksheet that computes the ratio of cost to charge for the fiscal year referred to in subparagraph (D) of this paragraph and that includes the same requirements as Worksheet 1-A adopted by the department in August 1994 for the 1994 "Annual Statement of Community Benefits Standard".

(4) In addition to the annual report of the community benefits plan, a nonprofit hospital or hospital system shall file a completed worksheet as required by paragraph (3)(E) of this subsection no later than ten working days after the date the hospital or hospital system files its Medicare cost report.

(b) Annual statement of community benefits standard.

(1) Each nonprofit hospital or hospital system shall report the following information to the department as part of the annual statement:

(A) the amount of charity care provided;

(B) the amount of government-sponsored indigent health care provided;

(C) the amount of community benefits provided;

(D) the amount of net patient revenue and the amount constituting 4.0% of net patient revenue;

(E) the dollar amount of the hospital's or hospital system's charity care and community benefits requirements met;

(F) the amount of tax-exempt benefits provided, if the hospital is required to report tax-exempt benefits under subsection (b)(3)(A) or (B) of this section;

(G) the amount of charity care expenses reported in the hospital's or hospital system's audited financial statement; and

(H) a brief summary of the charity care policy and community benefits provided by each hospital unless the hospital is a public hospital or for-profit hospital participating in the Medicaid disproportionate share program.

(2) The annual statement of community benefits standard may be filed with the department on a hospital or hospital system basis.

(3) A nonprofit hospital or hospital system is required to file an annual statement with the department no later than 120 days after the hospital's or hospital system's fiscal year ends; however, the department will accept the annual statement as part of the acceptance of the annual report of the community benefits plan. The annual statement filed under this subsection shall be based on the most recently completed and audited prior fiscal year of the hospital and shall state which of the standards for providing community benefits has been satisfied. A nonprofit hospital or hospital system may elect to provide community benefits according to any of the following standards:

(A) charity care and government-sponsored indigent health care are provided at a level which is reasonable in relation to the community needs, as determined through the community needs assessment, the available resources of the hospital or hospital system, and the tax-exempt benefits received by the hospital or hospital system, and other factors that may be unique to the hospital or hospital system, such as the hospital's or hospital system's volume of Medicare and Medicaid patients;

(B) charity care and government-sponsored indigent health care are provided in an amount equal to at least 100% of the hospital's or hospital system's tax-exempt benefits, excluding federal income tax; or

(C) charity care and community benefits are provided in a combined amount equal to at least 5.0% of the hospital's or hospital system's net patient revenue, provided that charity care and government sponsored indigent health care are provided in an amount equal to at least 4.0% of net patient revenue.

(4) For purposes of satisfying paragraph (3)(C) of this subsection, a hospital or hospital system may not change its existing fiscal year unless the hospital or hospital system changes its ownership or corporate structure as a result of a sale or merger.

(5) A nonprofit hospital or hospital system shall use the annual statement of community benefits standard form and accompanying worksheets developed by the department for reporting under this section. Hospitals electing to report on a system basis shall consolidate the individual hospital information into a single annual statement of community benefits standard form for the system. A separate set of worksheets shall be completed for each individual hospital included in the system.

(6) The department will accept written revisions of the annual statement of community benefits standard for 30 days after the filing date.

(7) The department may request missing or incomplete data by written or telephone request. Nonprofit hospitals or hospital systems shall complete all requested follow up in the time frame specified by the department.

(8) A nonprofit hospital that has been designated as a disproportionate share hospital under the state Medicaid program in the current fiscal year or in either of the previous two fiscal years shall be deemed in compliance with these standards.

(9) A hospital that satisfies paragraph (3)(A) or (8) of this subsection shall be excluded in determining a hospital system's compliance with the standards provided in paragraphs (3)(B) and (C) of this subsection.

(10) Under the Tax Code, §171.063(h), a requirement that a nonprofit hospital provide charity care and community benefits in order to be exempt from franchise tax may be satisfied by a donation of money to the Texas Healthy Kids Corporation established by the Health and Safety Code, Chapter 109, provided that:

(A) the money is donated to be used for a purpose described by the Health and Safety Code, §109.033(c); and

(B) not more than 10% of the charity care required under any provision of the Health and Safety Code, §311.045, may be satisfied by the donation.

(11) A nonprofit hospital or hospital system under contract with a local county to provide indigent health care services under Health and Safety Code, Chapter 61 may credit unreimbursed costs from direct care provided to an eligible county resident toward meeting the nonprofit hospital's or hospital system's charity care and government-sponsored indigent health care requirement.

(c) Reporting.

(1) The department shall notify nonprofit hospitals in writing that the annual report of a community benefits plan and the statement of community benefits standard which includes a brief summary of charity care policy and community benefits must be filed in accordance with these rules.

(2) Nonprofit hospitals changing to a hospital system reporting basis shall report for a continuous period of time.

(3) All hospitals or hospital systems shall report as required under this title if the hospital or hospital system, for the previous fiscal year, reported as a nonprofit hospital or hospital system under §13.15 of this title (relating to Survey Forms and Methods of Reporting Data).

(4) All hospitals or hospital systems shall report any change of ownership which may affect the nonprofit status of the hospital or hospital system to the Office of Health Information and Analysis, formerly known as the Bureau of State Health Data and Policy Analysis, at the department within 60 days of the effective date of the change.

(d) Posting of sign. Nonprofit hospitals shall prepare a statement notifying the public that the annual report of the community benefits plan is public information, that it is filed with the department, and that it is available on request from the Office of Health Information and Analysis, formerly known as the Bureau of State Health Data and Policy Analysis, Texas Department of Health, 1100 West 49th Street, Austin, Texas 78756. The statement must indicate the report's availability date and be posted in prominent places throughout the hospital, including, but not limited to, the waiting areas of the emergency room and the admissions office. Nonprofit hospitals shall also print the statement in the patient guide or other materials that provide the patient with information about the hospital's admissions criteria.

(e) Charity care notice. Each hospital shall provide, to each person who seeks any health care service at the hospital, notice, in appropriate languages, if possible, about the charity care program, including the charity care and eligibility policies of the program, and how to apply for charity care. Such notice shall also be conspicuously posted in the general waiting area, in the waiting area for emergency services, in the business office, and in such other locations as the hospital deems likely to give notice of the charity care program and policies. Each hospital shall annually publish notice of the hospital's charity care program and policies in a local newspaper of general circulation in the county. Each notice under this subsection must be written in language readily understandable to the average reader.

(f) Exemptions. A nonprofit hospital is exempt from the reporting requirement in subsection (c) of this section if the hospital is located in a county with a population under 50,000 and in which the entire county or the population of the entire county has been designated as a "health professional shortage area" during the current or any previous fiscal year and has continued to maintain that designation.

(g) For purposes of this section only (excluding subsection (b)(1)(H) of this section), a nonprofit hospital shall include a nonprofit hospital as defined in §13.13 of this title and:

(1) a Medicaid disproportionate share hospital; or

(2) a public hospital that is owned or operated by a political subdivision of municipal corporation of the state, including a hospital district or authority.

This agency hereby certifies that the adoption has been reviewed by legal counsel and found to be a valid exercise of the agency's legal authority.

Filed with the Office of the Secretary of State on March 25, 2002.

TRD-200201824

Susan K. Steeg

General Counsel

Texas Department of Health

Effective date: April 14, 2002

Proposal publication date: December 21, 2001

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