TITLE 28.INSURANCE

Part 1. TEXAS DEPARTMENT OF INSURANCE

Chapter 11. HEALTH MAINTENANCE ORGANIZATIONS

The Commissioner of Insurance adopts amendments to §§11.2, 11.508 and 11.509 concerning basic health care services and state-mandated benefits for health maintenance organizations (HMOs). The amendments to §11.2 and §11.508 are adopted with changes to the proposed text as published in the January 9, 2004, issue of the Texas Register (29 TexReg 293). The amendments to §11.509 are adopted without changes and will not be republished.

These amendments are the result of the enactment of Senate Bill (SB) 541 during the 78th Regular Legislative Session. That legislation, among other things, provides more flexibility in the health insurance market by authorizing insurers and HMOs to issue health plans that, in whole or in part, do not include state-mandated benefits. These consumer choice plans are the subject of adopted rules published elsewhere in this issue of the Texas Register . In addition, SB 541 amended the definition of "basic health care services" in the HMO Act, Texas Insurance Code Chapter 843, to allow the commissioner to determine those services that an enrolled population might reasonably need to maintain good health, and to delete the requirement that such services include, at a minimum, services designated as basic health care services for federally qualified HMOs under Section 1302, Title XIII, Public Health Service Act (42 U.S.C. Section 300e-1(1)).

The amendments are necessary to comply with SB 541 by identifying basic health care services that are not tied to the specific requirements of federal law. The amendments are also necessary to amend and add definitions consistent with these changes and with the development and issuance of consumer choice plans in the HMO market. In developing a list of basic health care services, the department considered and evaluated the requirements of federal law contained in the existing rule; many of these requirements were retained, although the adopted rule, unlike the existing rule, is comprised primarily of basic services that apply to all persons and removes certain services that are condition-specific. In developing the list, the department also considered the statutes and rules of neighboring states and some of the larger states with populations similar to that of Texas. The department also considered and evaluated those services that were included in evidences of coverage in use in Texas prior to the statutory directive that the federal requirements be considered the minimum standard. Based on the department's analysis of these sources, the department believes the services that are included in the adopted description of basic health care services are those that an enrolled population might reasonably need to maintain good health.

Consistent with SB 541, the amendments also limit the application of some currently required additional mandatory benefit standards for certain group agreements and add coverage requirements for certain services as set forth in §11.508(a)(1)(H)(iv) (cancer screenings as required in Insurance Code Article 3.70-2(H) relating to mammography) and (vi) (cancer screenings as required in Insurance Code Article 21.53S relating to screening for colorectal cancer).

The department received numerous comments relating to the proposed rule. The greatest number of comments concerned the services the department included, and did not include, in the definition of "basic health care services." On the one hand, physician and provider groups, consumer advocates and representatives of various other organizations asserted that the list of basic health care services should include some specific condition- or gender- related services, including diabetes, HIV/AIDS and family planning services for women. Carriers, on the other hand, contended that the list of basic health care services was too broad and was contrary to the legislative intent of providing more choice and flexibility in the market.

After considering all comments, the department adopted some changes to the proposed sections as published, as follows: (1) The department changed §11.508(a)(1)(E) to clarify that coverage for prenatal services is required only if maternity benefits are provided. (2) The department changed §11.508(a)(1)(G) to clarify that home health services are covered as "prescribed or directed by the responsible physician or other authority designated by the HMO." (3) The department changed §11.508(a)(1)(H)(vii) to remove the requirement that eye and ear examinations for children be provided annually and instead to require that such examinations be provided "in accordance with established medical guidelines." (4) The department added §11.508(a)(1)(H)(viii) to require immunizations for adults as recommended by the United States Department of Health and Human Services Centers for Disease Control. The department believes the strong public health benefit of immunizations makes them, on a select basis for adults, a service necessary to keep an enrolled population in good health. (5) The department changed §11.508(a)(1)(I) to place a 20-outpatient visit minimum requirement upon the provision of short-term mental health services. (6) The department changed §11.508(b)(2) to clarify that maternity benefits includes prenatal, delivery and postdelivery care. (7) The department changed §11.508(d) to clarify that a state-mandated plan must provide coverage for basic health care services without limitation as to time and cost, except for those limitations specifically identified in the rule. This change was necessary to allow for the limitation of required short-term mental health services to 20 outpatient visits. In addition to the foregoing changes, the department also made other changes for purposes of consistency and clarity, including changes necessary to ensure the definitions in §11.2 are in alphabetical order and to correct references to certain statutory provisions that have been revised, as well as to correct clerical and typographical errors.

The amendments to §11.2(b) amend the definition of basic health care service and add definitions for consumer choice plans and state-mandated plans. The amendments in that section also reorganize all of the definitions into alphabetical order and change some of the references to certain provisions of the Insurance Code and other statutory references to reflect recodification and other statutory amendments. The amendments to §11.508 describe basic health care services for group, individual and conversion agreements, including state-mandated plans. The amendments to §11.509 clarify that certain additional mandatory benefit standards must be included in certain group agreements.

General

Comment A commenter testified in favor of the rules and noted that the rules were generally well researched and well thought out.

Agency Response: The department appreciates the comment.

Comment: Commenters state that the rules do not address some other provisions contained in the previous rule that are no longer mandated because of the deletion of the federal requirements. One commenter is concerned that restrictions on copayments for HMOs are much more restrictive than are required for other products. These commenters recommend revisions to §11.506(2)(A) to allow both deductible and copayment options and to remove restrictions on copayment and deductible amounts. These changes, the commenters argue, will enable HMOs to be competitive with non-HMO products already available in the market.

Agency Response: SB 541 changed the definition of "basic health care services," to allow the commissioner to determine those services that an enrolled population might reasonably need to maintain good health and to delete the requirement that such services include, at a minimum, services designated as basic health care services for federally qualified HMOs under Section 1302, Title XII, Public Health Service Act (42 USC Section 300e-1(1)). This was the only statutory change applicable to all HMO plans and this rule implements that statutory requirement. SB 541 also defined "state-mandated health benefits," which may be excluded from a consumer choice plan, to include cost-sharing limitations or restrictions. Therefore, while SB 541 removed restrictions on copayment and deductible amounts for HMO consumer choice plans, it did not remove such restrictions for all HMO plans. The rule implementing SB 541 on consumer choice plans in Chapter 21 clarifies those cost-sharing provisions which may be excluded from an HMO consumer choice plan and the department refers the commenter to that adoption order for greater detail. All HMO plans, including HMO consumer choice plans, must comply with other requirements of the Insurance Code relating to the reasonableness of the cost of coverage, including article 20A.09(k) or 20A.09(b), and §843.082(3).

Comment: A commenter requests that consideration be given to comments received from medical specialty societies, as they will be highly affected by these rules.

Agency Response: The department carefully considers comments from all parties, and recognizes the informed perspective medical specialty societies provide to a rule of this nature, as well as the impact the rule will have on their members.

§§11.2(b)(7) & 11.508(a): A commenter suggests that the list of basic health care services be reviewed periodically. Other commenters suggest that the department revisit the definition and list of basic health care services every two years.

Agency Response: While the department declines to specify a review period, it continuously monitors adopted rules and will propose changes as necessary.

§§11.2, 11.508, 11.509: A commenter believes that the rule still includes federal minimum basic health care services that will not allow health plans to continue to be competitive or allow for flexibility and availability of health coverage intended by the legislature. The commenter requests that the proposed rules be changed to more accurately reflect this legislative intent. The commenter believes that TDI should allow market forces to work and enable small employers and individuals to get some level of coverage rather than mandate an amount of coverage that isn’t affordable. Some commenters recommend deleting the provisions that mandate coverage of: annual eye and ear examinations for children; home health services; mental health services for short-term evaluative or crisis stabilization services; and outpatient services by other providers. The commenters believe that the requirement of coverage for outpatient services is overly broad and may force unnecessary contracts and result in premium increases. Other commenters believe that the list of basic health care services is too limited and does not adequately represent the services that an enrolled population may reasonably need to be maintained in good health.

Agency Response: SB 541 changed the definition of "basic health care services" to allow the commissioner to determine those services that an enrolled population might reasonably need to be maintained in good health and to delete the requirement that such services include, at a minimum, services designated as basic health care services for federally qualified HMOs under Section 1302, Title XII, Public Health Service Act (42 USC Section 300e-1(1)). In developing the list of basic health care services, the department considered many factors, including federally-mandated benefits, laws of states with populations similar to that of Texas, laws of neighboring states, services included in evidences of coverage in Texas prior to adoption of federal requirements as the minimum standard, and comments received during the informal comment period. The rule no longer contains references to certain services that are condition-specific and instead includes those basic services that generally apply to all persons. In developing the list of basic health care services, the department attempted to balance the need for flexible coverage alternatives in the marketplace with the statutory directive to include those services that an enrolled population might reasonably need to maintain good health. While the department declines to remove any additional services from the list of basic health care services, the department notes that it set some guidelines with regard to the provision of certain basic health care services (e.g., prenatal services are required only if maternity benefits are covered, home health services are required but only if prescribed or directed by the responsible physician, eye and ear examinations for children are required in accordance with established medical guidelines rather than annually, and, consistent with the prior rule’s requirement, coverage is required for 20 outpatient mental health visits per member per year). In addition, HMOs have the flexibility to apply limitations as to time and cost for HMO consumer choice plans. With regard to the provision requiring coverage for outpatient services by other providers, the department notes that the introductory language in §11.508(a) clarifies that these services are only required when they are provided by "network physicians or providers, or by non-network physicians and providers as set forth in §11.506(10) or (15)." In addition, the use of the word "providers" refers to individual or institutional non-physician health care providers as defined in §11.2. Because these terms and their application are limited, the department does not believe the provision is overly broad or that it will require any unnecessary contracts.

§11.2(b)(59): A commenter finds referencing the lists in adopted §§21.3515-21.3518 in the definition of "state-mandated plan" to be confusing, and questions whether the benefits listed in these sections are required in the state-mandated plan.

Agency Response: A "state-mandated plan" must include all benefits required by law, including those benefits which a health carrier may exclude from a consumer choice health benefit plan. Accordingly, a state-mandated plan must include the benefits listed in §§21.3515-21.3518, as appropriate for the type of plan issued.

§11.508

Comment: A commenter asks if an analysis has been done of what the inclusion of certain basic health care services will do to the cost of the premium and encourages the department to consider the increased costs of benefit and administrative requirements in this analysis.

Agency Response: The department’s obligations under SB 541 are to identify, and require coverage for, those services that an enrolled population might reasonably need to maintain good health. In performing this task, the department was mindful of the goals of the legislation, and accordingly, has not added any additional basic health care services that are not necessary to achieve this purpose. The department has, in fact, removed some of those services, especially some that were condition-specific. Because the department has limited or deleted some of the previous basic health care services, and because HMOs have the flexibility to apply limitations as to time and cost for HMO consumer choice plans, the department anticipates that the adopted rule should not result in any increased costs.

Comment: A commenter is concerned that the definition of "basic health care services" for HMOs is not limited as to time and cost, and recommends that these limitations be included.

Agency Response: The department disagrees that general limitations as to time and cost should be allowed for all basic health care services, since Insurance Code Article 20A.09(l) (regarding the provision of basic health care services without limitation as to time and cost) still applies to HMO plans, other than HMO consumer choice plans. However, the rule identifies certain limitations that may apply with respect to coverage for a particular service within the definition of "basic health care services." Specifically, the rule limits the required coverage of short-term mental health services to 20 outpatient visits. Otherwise, the rule requires coverage of basic health care services without limitation as to time and cost for all HMO plans, except HMO consumer choice plans. In addition, the adopted rule on consumer choice plans in Chapter 21 allows the provision of basic health care services in HMO consumer choice plans to be limited by time and cost through deductibles, benefit maximums, and copayments. However, all HMO plans, including HMO consumer choice plans, must comply with other requirements of the Insurance Code relating to the reasonableness of the cost of coverage, including Article 20A.09(k) or 20A.09(b), and §843.082(3).

§11.508(a)

Comment: Commenters suggest that the following types of services are "basic" and should be included in the list of basic health care services: treatment of diabetes; treatment of HIV/AIDS; the full range of voluntary family planning services for women; screening for cervical cancer for women; and basic infertility diagnosis and limited treatment for infertility for women. One commenter requests that if coverage is required for specific conditions, TDI make this clear in the final rule.

Agency Response: The department declines to make the requested changes. The legislature in SB 541 recognized the need for individuals and employers to have the opportunity to choose health maintenance organization plans that are more affordable and flexible than existing market health care plans. Accordingly, in developing the new list of basic health care services, the department sought to focus more specifically on the "services" an HMO would have to provide, as opposed to the conditions it would have to cover. The department has thus removed some references to coverages that are condition-specific. A basic service HMO is still required to provide these coverages as required by state or federal law. The difference is that the authority stems from specific statutory or regulatory requirements, instead of from the list of basic services. For example, the previous list of basic health care services required that "a provision of maternity benefits must provide care for an enrollee and her newborn child as described in the Insurance Code Article 21.53F." While the new list of basic health care services no longer includes this specific requirement, a basic service HMO must still provide it in accordance with the statute. The new list is intended to outline the structure and type of required services that apply to all persons covered by an HMO, and allow market forces and other specific legal requirements determine which conditions are covered. As the department has eliminated specific references to coverages from the previous list of basic health care services, it would not be appropriate to add to the list any new specific coverages, such as treatment for AIDS/HIV. The department notes, however, that Article 3.51-6, §3C forbids a group HMO health plan, other than a consumer choice plan, to exclude or deny coverage for AIDS/HIV.

While the list of basic health care services does not specifically include diabetes care, the rule does require an evidence of coverage to include coverage for diabetes care as required by Insurance Code Article 21.53G. Certain HMO plans would also have to comply with Article 21.53D.

While the Texas Insurance and Administrative Codes are the primary sources for other laws requiring an HMO to cover specific conditions and treatments, the TDI website also contains a mandated benefit chart to provide guidance in this area. Where there is no specific legal direction, the group or individual purchaser and the HMO can decide whether a particular condition-specific service/treatment will be limited or available. For example, while specialty physician services and hospital services are basic health care services, they may not be covered benefits for cosmetic procedures if such procedures are excluded under the plan.

With regard to cervical cancer screenings for women, the department included in the list of basic services only those cancer screenings required by statute, and no statute requires cervical cancer screening for women. The department notes, however, that coverage of this screening is universal among HMOs, as are many other condition-specific coverages not required by law. The statute empowers the commissioner to define basic health care services, and the department will continue to monitor the conditions basic service HMOs cover and consider amending the list as necessary to require coverage of specific conditions as necessary to keep an enrolled population in good health.

The final requested coverages, family planning services for women and infertility treatment and diagnosis, are utilized by a broad segment of the population to varying degrees. As set forth in response to a previous comment, the department considered various factors in developing the list of basic health care services, including federally-mandated benefits, laws of states with populations similar to that of Texas, laws of neighboring states, services included in evidences of coverage in Texas prior to adoption of federal requirements as the minimum standard, and comments received during the informal comment period. The department determined through its review and analysis of these sources, however, that the level and scope of required coverage of the requested services varied greatly among the states, with a significant number requiring neither family planning nor infertility coverage. Moreover, as mentioned above, SB 541 aims to provide more affordable and flexible health care plans. Consistent with the aims of SB 541, allowing the parties to the coverage contract to determine the level of coverage for family planning/infertility services provides a broader spectrum of plan design and cost-sharing options than is currently available under the federal mandate to cover a broad range of voluntary family planning services. Plans, of course, may continue to offer coverage for services that the rule does not include as basic health care services.

Comment: A commenter suggests that immunizations, in accordance with the U.S. Centers for Disease Control recommended schedule for adults with medical conditions, should be a basic health care service and should be included in the list of basic health care services. Other commenters recommend deletion of the provision that mandates preventive health services including adult immunizations in accord with accepted medical practices. Another commenter requests that if coverage is required for immunizations, TDI make this clear in the final rule.

Agency Response: The previous rule included, as a basic health care service, a broad requirement of immunizations for adults "in accordance with medical practices." The proposed rule deleted this requirement, but, based on comments received, the department has reinstated adult immunizations as a basic health care service. The amended requirement is, however, narrowly drawn to include only immunizations recognized by the United States Department of Health and Human Services Centers for Disease Control Recommended Adult Immunization Schedule by Age Group and Medical Conditions. Immunizations prevent development of communicable diseases in, and transmission of such diseases to, otherwise healthy individuals. Consequently, the department believes the strong public health benefit of immunizations makes them, on a select basis for adults, a necessary and cost-effective service to keep an enrolled population in good health.

Comment: A commenter recommends the list of basic health care services continue to include the language "Diabetes, A provision for the treatment of diabetes, and conditions associated with diabetes pursuant to the Insurance Code Article 21.53G." Another commenter requests that enrollees in plans subject to these rules be assured of services for the prevention and appropriate treatment of diabetes and related conditions.

Agency Response: As set forth in response to previous comments, the department removed condition-related services from the list of basic health care services and whether coverage is available or limited for certain conditions will depend upon various factors, including applicable statutory and regulatory provisions. Because Insurance Code Article 21.53G requires coverage for supplies and services associated with the treatment of diabetes, such coverage does not need to be included as a basic health care service. The department notes, however, that the rule at §11.508(b)(3) requires coverage for "diabetes self-management training, equipment and supplies as required in Insurance Code Article 21.53G." Thus, this coverage is required for all HMO plans, including HMO consumer choice plans. In addition, Insurance Code Article 21.53D requires coverage for diabetes care under certain HMO plans, other than HMO consumer choice plans.

§11.508(a)(1)(F): Commenters request that physical therapy be included as a basic health care service. Other commenters recommend deleting the outpatient rehabilitation therapies mandate, and note that the federal requirements limit this to short-term rehabilitation therapy. Another commenter suggests that distinguishing between outpatient and inpatient services is not an appropriate distinction for physical therapy. Another commenter is concerned that deleting the previous rule’s clarifying language that treatment goals may include maintenance of function or slowing of further deterioration from the reference to rehabilitative services may result in the exclusion of that kind of rehabilitative therapy from basic health care services. The commenter asks that the rule make clear that such therapies are basic health care services, and offers proposed language.

Agency Response: As set forth in response to previous comments, the department considered numerous sources in determining what constitutes a basic health care service. Based upon the department’s review of these sources, the department concluded that outpatient rehabilitation therapies and inpatient short-term rehabilitation therapy services in an acute hospital setting are necessary to maintain an enrolled population in good health. The department determined that such therapies may be necessary to achieve, for example, successful and cost-effective surgical outcomes, to avoid costly procedures, and to return ill or injured patients to a functional and productive state. Consequently, the department declines to remove these rehabilitation therapies from the list of basic health care services. However, in consumer choice plans an HMO may limit these therapies by time and cost through deductibles, benefit maximums, and copayments. The department recognizes that physical therapy services provided in the outpatient and inpatient settings may be very similar or the same; however the therapies are listed in both locations to clarify that therapy provided in both settings must be covered. While language regarding treatment goals was removed from the rule, the language remains in Texas Insurance Code Article 20A.09(a)(4). Thus, HMO plans, except HMO consumer choice plans, must still provide coverage for such therapies.

§11.508(a)(1)(H)(iv)- (vi): A commenter suggests that the department broaden these references to cancer screenings to allow for advances in medical technology allowing improved and less expensive screening.

Agency Response: The rule’s references to cancer screenings are tied to specific statutory requirements. HMOs are free to include in their plans additional types or methods of screening, and as medical science advances, the department expects that plans will include improved and less expensive screening methods. In addition, the department will periodically continue to review the list of basic health care services and update as necessary.

§11.508(b)(2): Commenters recommend that the rule mandate prenatal services only if the policy covers pregnancy.

Agency Response: The department agrees with this comment and has revised the rule accordingly.

NAMES OF THOSE COMMENTING FOR AND AGAINST THE SECTIONS.

For With Changes: Advocacy, Incorporated; American Diabetes Association; Blue Cross Blue Shield of Texas; Coalition for Texans with Disabilities; Consumers Union; National Multiple Sclerosis Society of Texas; NEXT; Office of Public Insurance Counsel; TFE Company; Texas Association of Businesses; Texas Association of Health Plans; Texas Association of Life and Health Insurers; Texas Medical Association; Texas Physical Therapy Association; and Women’s Health and Family Planning Association of Texas.

Subchapter A. GENERAL PROVISIONS

28 TAC §11.2

The amendments are adopted under the Insurance Code Article 20A.09N(j) and §§843.002(2), 843.151 and 36.001. Insurance Code Article 20A.09N(j) requires the commissioner to adopt rules as necessary to implement the statutes creating consumer choice plans. Section 843.002(2) provides that basic health care services are those the commissioner determines an enrolled population might reasonably require in order to be maintained in good health. Section 843.151 provides that the commissioner may adopt reasonable rules as necessary and proper to carry out the provisions of Chapters 843 and 20A. Section 36.001 provides that the commissioner may adopt any rules necessary and appropriate to implement the powers and duties of the Texas Department of Insurance under the Insurance Code and other laws of this state.

§11.2.Definitions.

(a) The definitions found in the Texas Health Maintenance Organization Act, Texas Insurance Code §843.002, are hereby incorporated into this chapter.

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

(1) Act--The Texas Health Maintenance Organization Act, codified as the Texas Insurance Code Chapters 20A and 843.

(2) Admitted assets--All assets as defined by statutory accounting principles, as permitted and valued in accordance with §11.803 of this title (relating to Investments, Loans, and Other Assets).

(3) Adverse determination--A determination upon utilization review that the health care services furnished or adopted to be furnished to a patient are not medically necessary or not appropriate.

(4) Affiliate--A person that directly, or indirectly through one or more intermediaries, controls, or is controlled by, or is under common control with, the person specified.

(5) Agent--As defined in the Insurance Code Article 21.07-1, §1(b), unless the context of the rule clearly indicates applicability to any agents licensed under one specific article.

(6) ANHC or approved nonprofit health corporation--A nonprofit health corporation certified under §162.001 of the Occupations Code.

(7) Annual financial statement--The annual statement to be used by HMOs, as promulgated by the NAIC and as adopted by the commissioner under Insurance Code Article 1.11 and §§802.001, 802.003 and 843.155.

(8) Authorized control level--The number determined under the RBC formula in accordance with the RBC instructions.

(9) Basic health care service--Health care services which an enrolled population might reasonably require to maintain good health, as prescribed in §§11.508 and 11.509 of this title (relating to Mandatory Benefit Standards: Group, Individual and Conversion Agreements, and Additional Mandatory Benefit Standards: Group Agreement Only).

(10) Code--The Texas Insurance Code.

(11) Consumer choice plan--A health plan offered by an HMO, as described in Subchapter AA of Chapter 21 of this title (relating to Consumer Choice Health Benefit Plans);

(12) Contract holder--An individual, association, employer, trust or organization to which an individual or group contract for health care services has been issued.

(13) Control--As defined in the Insurance Code §§823.005 and 823.151.

(14) Controlled HMO--An HMO controlled directly or indirectly by a holding company.

(15) Controlled person--Any person, other than an HMO, who is controlled directly or indirectly by a holding company.

(16) Copayment--A charge in addition to premium to an enrollee for a service which is not fully prepaid.

(17) Credentialing--The process of collecting, assessing, and validating qualifications and other relevant information pertaining to a physician or provider to determine eligibility to deliver health care services.

(18) Dentist--An individual provider licensed to practice dentistry by the Texas State Board of Dental Examiners.

(19) General hospital--A licensed establishment that:

(A) offers services, facilities, and beds for use for more than 24 hours for two or more unrelated individuals requiring diagnosis, treatment, or care for illness, injury, deformity, abnormality, or pregnancy; and

(B) regularly maintains, at a minimum, clinical laboratory services, diagnostic X-ray services, treatment facilities including surgery or obstetrical care or both, and other definitive medical or surgical treatment of similar extent.

(20) HMO--A health maintenance organization as defined in Insurance Code §843.002(14).

(21) Health status related factor--Any of the following in relation to an individual:

(A) health status;

(B) medical condition (including both physical and mental illnesses);

(C) claims experience;

(D) receipt of health care;

(E) medical history;

(F) genetic information;

(G) evidence of insurability (including conditions arising out of acts of domestic violence, including family violence as defined by the Insurance Code Article 21.21-5); or

(H) disability.

(22) Individual provider--Any person, other than a physician or institutional provider, who is licensed or otherwise authorized to provide a health care service. Includes, but is not limited to, licensed doctor of chiropractic, dentist, registered nurse, advanced practice nurse, physician assistant, pharmacist, optometrist, registered optician, and acupuncturist.

(23) Institutional provider--A provider that is not an individual. Includes any medical or health related service facility caring for the sick or injured or providing care or supplies for other coverage which may be provided by the HMO. Includes but is not limited to:

(A) General hospitals,

(B) Psychiatric hospitals,

(C) Special hospitals,

(D) Nursing homes,

(E) Skilled nursing facilities,

(F) Home health agencies,

(G) Rehabilitation facilities,

(H) Dialysis centers,

(I) Free-standing surgical centers,

(J) Diagnostic imaging centers,

(K) Laboratories,

(L) Hospice facilities,

(M) Infusion services centers,

(N) Residential treatment centers,

(O) Community mental health centers,

(P) Urgent care centers, and

(Q) Pharmacies.

(24) Limited provider network--A subnetwork within an HMO delivery network in which contractual relationships exist between physicians, certain providers, independent physician associations and/or physician groups which limit the enrollees' access to only the physicians and providers in the subnetwork.

(25) Limited service HMO--An HMO which has been issued a certificate of authority to issue a limited health care service plan as defined in the Insurance Code §843.002.

(26) NAIC--National Association of Insurance Commissioners.

(27) Out of area benefits--Benefits that the HMO covers when its enrollees are outside the geographical limits of the HMO service area.

(28) Pathology services--Services provided by a licensed laboratory which has the capability of evaluating tissue specimens for diagnoses in histopathology, oral pathology, or cytology.

(29) Pharmaceutical services--Services, including dispensing prescription drugs, under the Pharmacy Act, Occupations Code, Chapter 551, that are ordinarily and customarily rendered by a pharmacy or pharmacist.

(30) Pharmacist--An individual provider licensed to practice pharmacy under the Pharmacy Act, Occupations Code, Chapter 551.

(31) Pharmacy--A facility licensed under the Pharmacy Act, Occupations Code, Chapter 551.

(32) Premium--The prospectively determined rate that is paid by or on behalf of an enrollee for specified health services.

(33) Primary care physician or primary care provider--A physician or individual provider who is responsible for providing initial and primary care to patients, maintaining the continuity of patient care, and initiating referral for care.

(34) Primary HMO--An HMO that contracts directly with, and issues an evidence of coverage to, individuals or organizations to arrange for or provide a basic, limited, or single health care service plan to enrollees on a prepaid basis.

(35) Provider HMO--An HMO that contracts directly with a primary HMO to provide or arrange to provide health care services on behalf of the primary HMO within the primary HMO's defined service area.

(36) Psychiatric hospital--A licensed hospital which offers inpatient services, including treatment, facilities and beds for use beyond 24 hours, for the primary purpose of providing psychiatric assessment and diagnostic services and psychiatric inpatient care and treatment for mental illness. Such services must be more intensive than room, board, personal services, and general medical and nursing care. Although substance abuse services may be offered, a majority of beds must be dedicated to the treatment of mental illness in adults and/or children.

(37) Qualified HMO--An HMO which has been federally approved under Title XIII of the Public Health Service Act, Public Law 93-222, as amended.

(38) Quality improvement--A system to continuously examine, monitor and revise processes and systems that support and improve administrative and clinical functions.

(39) RBC--Risk-based capital.

(40) RBC formula--NAIC risk-based capital formula.

(41) RBC Report--Health Risk-Based Capital Report including Overview and Instructions for Companies published by the NAIC and adopted by reference in §11.809 of this title (relating to Risk-Based Capital for HMOs and Insurers Filing the NAIC Health Blank).

(42) Recredentialing--The periodic process by which:

(A) qualifications of physicians and providers are reassessed;

(B) performance indicators, including utilization and quality indicators, are evaluated; and

(C) continued eligibility to provide services is determined.

(43) Reference laboratory--A licensed laboratory that accepts specimens for testing from outside sources and depends on referrals from other laboratories or entities. HMOs may contract with a reference laboratory to provide clinical diagnostic services to their enrollees.

(44) Reference laboratory specimen procurement services--The operation utilized by the reference laboratory to pick up the lab specimens from the client offices or referring labs, etc. for delivery to the reference laboratory for testing and reporting.

(45) Referral specialists (other than primary care)--Physicians or individual providers who set themselves apart from the primary care physician or primary care provider through specialized training and education in a health care discipline.

(46) Schedule of charges--Specific rates or premiums to be charged for enrollee and dependent coverages.

(47) Service area--A geographic area within which direct service benefits are available and accessible to HMO enrollees who live, reside or work within that geographic area and which complies with §11.1606 of this title (relating to Organization of an HMO).

(48) Single service HMO--An HMO which has been issued a certificate of authority to issue a single health care service plan as defined in the Insurance Code §843.002.

(49) Special hospital--A licensed establishment that:

(A) offers services, facilities and beds for use for more than 24 hours for two or more unrelated individuals who are regularly admitted, treated and discharged and who require services more intensive than room, board, personal services, and general nursing care;

(B) has clinical laboratory facilities, diagnostic X-ray facilities, treatment facilities or other definitive medical treatment;

(C) has a medical staff in regular attendance; and

(D) maintains records of the clinical work performed for each patient.

(50) State-mandated plan--A health plan offered by an HMO, that contains coverage for all state-mandated benefits, including those as described in §§21.3515- 21.3518 of this title (relating to State-mandated Health Benefits in Individual HMO Plans, State-mandated Health Benefits in Group HMO Plans, State-mandated Health Benefits in Small Employer HMO Plans, and State-mandated Health Benefits in Large Employer HMO Plans) and offers basic health care services without limitation as to time and cost.

(51) Statutory surplus--Admitted assets minus accrued uncovered liabilities.

(52) Subscriber--If conversion or individual coverage, the individual who is the contract holder and is responsible for payment of premiums to the HMO; or if group coverage, the individual who is the certificate holder and whose employment or other membership status, except for family dependency, is the basis for eligibility for enrollment in the HMO.

(53) Subsidiary--An affiliate controlled by a specified person directly or indirectly through one or more intermediaries.

(54) Telehealth service--As defined in Section 57.042, Utilities Code.

(55) Telemedicine medical service--As defined in Section 57.042, Utilities Code.

(56) Total adjusted capital--An HMO's statutory capital and surplus/total net worth as determined in accordance with the statutory accounting applicable to the annual financial statements required to be filed pursuant to the Insurance Code, and such other items, if any, as the RBC instructions provide.

(57) Urgent care--Health care services provided in a situation other than an emergency which are typically provided in a setting such as a physician or individual provider's office or urgent care center, as a result of an acute injury or illness that is severe or painful enough to lead a prudent layperson, possessing an average knowledge of medicine and health, to believe that his or her condition, illness, or injury is of such a nature that failure to obtain treatment within a reasonable period of time would result in serious deterioration of the condition of his or her health.

(58) Utilization review--A system for prospective or concurrent review of the medical necessity and appropriateness of health care services being provided or proposed to be provided to an individual within this state. Utilization review shall not include elective requests for clarification of coverage.

(59) Voting security--As defined in the Insurance Code §823.007, including any security convertible into or evidencing a right to acquire such security.

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 May 10, 2004.

TRD-200403156

Gene C. Jarmon

General Counsel and Chief Clerk

Texas Department of Insurance

Effective date: May 30, 2004

Proposal publication date: January 9, 2004

For further information, please call: (512) 463-6327


Subchapter F. EVIDENCE OF COVERAGE

28 TAC §11.508, §11.509

The amendments are adopted under the Insurance Code Article 20A.09N(j) and §§843.002(2), 843.151 and 36.001. Insurance Code Article 20A.09N(j) requires the commissioner to adopt rules as necessary to implement the statutes creating consumer choice plans. Section 843.002(2) provides that basic health care services are those the commissioner determines an enrolled population might reasonably require in order to be maintained in good health. Section 843.151 provides that the commissioner may adopt reasonable rules as necessary and proper to carry out the provisions of Chapters 843 and 20A. Section 36.001 provides that the commissioner may adopt any rules necessary and appropriate to implement the powers and duties of the Texas Department of Insurance under the Insurance Code and other laws of this state.

§11.508.Mandatory Benefit Standards: Group, Individual and Conversion Agreements.

(a) Each evidence of coverage providing basic health care services shall provide the following basic health care services when they are provided by network physicians or providers, or by non-network physicians and providers as set forth in §11.506(10) or (15) of this title (relating to Mandatory Contractual Provisions: Group, Individual and Conversion Agreement and Group Certificate):

(1) Outpatient services, including the following:

(A) primary care and specialist physician services;

(B) outpatient services by other providers;

(C) diagnostic services, including laboratory, imaging and radiologic services;

(D) therapeutic radiology services;

(E) prenatal services, if maternity benefits are covered;

(F) outpatient rehabilitation therapies including physical therapy, speech therapy and occupational therapy;

(G) home health services, as prescribed or directed by the responsible physician or other authority designated by the HMO;

(H) preventive services, including:

(i) periodic health examinations for adults as required in Insurance Code Article 20A.09B;

(ii) immunizations for children as required in Insurance Code Article 21.53F §3;

(iii) well-child care from birth as required in Insurance Code Article 20A.09E;

(iv) cancer screenings as required in Insurance Code Article 3.70-2(H) relating to mammography;

(v) cancer screenings as required in Insurance Code Article 21.53F relating to screening for prostate cancer;

(vi) cancer screenings as required in Insurance Code Article 21.53S relating to screening for colorectal cancer;

(vii) eye and ear examinations for children through age 17, to determine the need for vision and hearing correction in accordance with established medical guidelines; and

(viii) immunizations for adults in accordance with the United States Department of Health and Human Services Centers for Disease Control Recommended Adult Immunization Schedule by Age Group and Medical Conditions, or its successor.

(I) no less than 20 outpatient mental health visits per enrollee per year as may be necessary and appropriate for short-term evaluative or crisis stabilization services, which must have the same cost-sharing and benefit maximum provisions as any physical health services; and

(J) emergency services as required by Insurance Code Article 20A.09Y.

(2) Inpatient hospital services, including room and board, general nursing care, meals and special diets when medically necessary, use of operating room and related facilities, use of intensive care unit and services, x-ray services, laboratory and other diagnostic tests, drugs, medications, biologicals, anesthesia and oxygen services, special duty nursing when medically necessary, radiation therapy, inhalation therapy, administration of whole blood and blood plasma, and short-term rehabilitation therapy services in the acute hospital setting.

(3) Inpatient physician care services, including services performed, prescribed, or supervised by physicians or other health professionals including diagnostic, therapeutic, medical, surgical, preventive, referral and consultative health care services.

(4) Outpatient hospital services, including treatment services; ambulatory surgery services; diagnostic services, including laboratory, radiology, and imaging services; rehabilitation therapy; and radiation therapy.

(b) In addition to the basic health care services in subsection (a) of this section, each evidence of coverage shall include coverage for the following:

(1) breast reconstruction as required by federal law if the plan provides coverage for mastectomy. Breast reconstruction is subject to the same deductible or copayment applicable to mastectomy. Breast reconstruction may not be denied because the mastectomy occurred prior to the effective date of coverage;

(2) prenatal services, delivery and postdelivery care for an enrollee and her newborn child as required by federal law, if the plan provides maternity benefits; and

(3) diabetes self-management training, equipment and supplies as required in Insurance Code Article 21.53G.

(c) The benefits described in subsection (a)(1)(F) and (1)(I)(ii) and (vi) of this section do not apply to small employer plans as defined by the Insurance Code Chapter 26.

(d) A state-mandated plan defined in §11.2(b) of this title (relating to Definitions) shall provide coverage for the basic health care services as described in subsection (a) of this section, as well as all state-mandated benefits as described in §§21.3516- 21.3518 of this title (relating to State-mandated Health Benefits in Individual HMO Plans, State-mandated Health Benefits in Small Employer HMO Plans, and State-mandated Health Benefits in Large Employer HMO Plans), and must provide the services without limitation as to time and cost, other than those limitations specifically prescribed in this section.

(e) Nothing in this title shall require an HMO, physician, or provider to recommend, offer advice concerning, pay for, provide, assist in, perform, arrange, or participate in providing or performing any health care service that violates its religious convictions. An HMO that limits or denies health care services under this subsection shall set forth such limitations in its evidence of coverage.

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 May 10, 2004.

TRD-200403157

Gene C. Jarmon

General Counsel and Chief Clerk

Texas Department of Insurance

Effective date: May 30, 2004

Proposal publication date: January 9, 2004

For further information, please call: (512) 463-6327


Chapter 21. TRADE PRACTICES

Subchapter AA. CONSUMER CHOICE HEALTH BENEFIT PLANS

The Commissioner of Insurance adopts new Subchapter AA, §§21.3501 - 21.3505, 21.3510 - 21.3518, 21.3525 - 21.3530, 21.3535, and 21.3540 - 21.3544, concerning consumer choice health benefit plans. Sections 21.3502, 21.3510 - 21.3518, 21.3530, and 21.3542 are adopted with changes to the proposed text as published in the January 9, 2004, issue of the Texas Register (29 TexReg 297). Sections 21.3501, 21.3503 - 21.3505, 21.3525 - 21.3529, 21.3535, 21.3540 - 21.3541, and 21.3543 - 21.3544 are adopted without changes and will not be republished.

These adopted new sections are the result of the enactment of Senate Bill (SB) 541 during the 78th Regular Legislative Session. That legislation added, among other provisions, Texas Insurance Code Arts. 3.80 and 20A.09N, which are designed to increase the availability of health insurance coverage by allowing authorized insurers and health maintenance organizations (HMOs) to issue health plans that, in whole or in part, do not offer or provide state-mandated health benefits. In furtherance of this goal of increased availability and to provide more flexibility in the HMO market, SB 541 also changed the definition of "basic health care services" in the HMO Act, Texas Insurance Code Chapter 843. The department has adopted amendments to a rule implementing this change, which is published elsewhere in this issue of the Texas Register . The purpose of these rules is to implement the provisions and the intent of SB 541 by increasing availability of more affordable health benefit plans; developing a well-defined, efficient process for bringing those plans to market; and instituting appropriate safeguards to ensure consumer understanding of and freedom to choose between health benefit plan options.

The department has changed several of the proposed sections as published; however, none of the changes introduce new subject matter or affect additional persons than those subject to the proposal as originally published. In response to comments, the department has changed the various sections as indicated. In §21.2502, the department added definitions for "health insurer" and "HMO" because those terms were included in the text of §§21.3525-21.3528 to clarify the applicability of the notice requirements. The department has added language to §§21.3510, 21.3511, 21.3512, 21.3513, 21.3515, 21.3516, 21.3517, and 21.3518 regarding entitlement to care under Article 21.52B and the requirements of Article 21.52D.

In response to a commenter’s request to remove "upon request" from §21.3530(e), the department has added subsection (a)(5) that requires that the written disclosure statement provided to the prospective or current policyholder or contract holder state that the applicant has a right to receive a copy free of charge.

In §21.3542(a), the department added language to clarify that a health carrier must offer consumers the opportunity to apply for a plan with state-mandated benefits when they offer a consumer choice health benefit plan. The offer must be in the same category that most closely approximates the consumer choice health benefit plan offered. In subsection (b)(2), the department removed the words "in writing" from the requirement that health carriers offer consumer alternatives in subsection (a), and replaced it with a requirement that the presentation be identical for both types of plans. In subsection (b)(3), the department revised the rule by taking out the words, "upon request" to clarify that if a health carrier is providing premium cost information on one plan, it must provide that information for the other plan. In subsection (d), the department changed the rule to allow a health carrier to combine on a single form the written affirmation and the acknowledgement of the written disclosure statement required by §21.3530(a)(4). The department has also made minor changes to correct clerical and typographical errors.

Adopted §21.3501 provides for severability of a provision if it’s determined to be invalid. Adopted §21.3502 sets forth the definition of terms used in the subchapter. Adopted §21.3503 contains authority for health carriers to offer consumer choice health benefit plans. Adopted §21.3504 contains a severability clause. Adopted §21.3505 provides that the rule applies only to a health plan delivered, issued for delivery, or renewed on or after the effective date of the subchapter. Adopted §§21.3510 - 21.3518 enumerate the benefits considered "state-mandated health benefits," which a health carrier may exclude, for each type of consumer choice health benefit plan a health carrier may offer.

Adopted §21.3525 sets out the notice that health insurers must include on each application for a consumer choice health benefit plan, and §21.3526 sets out the notice that health insurers must include on the policy itself. Adopted §§21.3527 and 21.3528 set out the notices that an HMO must provide on the application and evidence of coverage. Adopted §21.3529 enumerates duties of agents marketing, soliciting, receiving an application for, or administering a consumer choice health benefit plan. Adopted §21.3530 provides requirements for a disclosure which each health carrier offering or providing a consumer choice health benefit plan must provide each prospective or current policyholder. Adopted §21.3535 addresses requirements for health carrier retention of the signed disclosure statement required by §21.3530 and the written affirmation required by §21.3542. Adopted §21.3540 requires health carriers to include coverage for direct access to the health care services of an obstetrical or gynecological care provider. Adopted §21.3541 requires HMOs offering a consumer choice health benefit plan to provide basic health care services. Adopted §21.3542 requires a health carrier that offers a consumer choice health benefit plan, to offer the purchaser the opportunity to apply for a plan that is in the same category that most closely approximates the consumer choice health benefit plan, and that includes all state-mandated health benefits. The section also requires a health carrier to obtain written affirmation that it offered one of these alternative plans, which may be combined with the written disclosure statement required by §21.3530(a)(4). Adopted §21.3543 details the documents a health carrier must provide when filing a consumer choice health benefit plan with the department. Adopted §21.3544 addresses required annual reporting related to consumer choice health benefit plans which health carriers must make to the department.

SUMMARY OF COMMENTS AND AGENCY’S RESPONSE TO COMMENTS.

General

Comment: A commenter recommends that the department track a number of trends, including the number of companies offering health coverage who did not offer coverage prior to the availability of consumer choice plans, the number of people opting into consumer choice who were previously uninsured, compared to the number switching from state-mandated plans, or those transferring from public health insurance to consumer choice, and the number remaining uninsured; as well as some demographic information about enrollees in state-mandated versus consumer choice plans.

Agency Response: The adopted sections require tracking of the number of companies newly offering health coverage which did not offer coverage prior to the availability of consumer choice plans. The department also collects similar data through the annual group accident and health data call and will review the data call form to determine whether additional health plan enrollment information is necessary to monitor enrollment in consumer choice benefit plans and fully-mandated plans. The department is working to identify additional information that health plans can reasonably collect and report, regarding enrollment and financial experience in consumer choice and fully-mandated plans.

Comment: A commenter would like the department to track the actuarial impact on state-mandated health benefit plans of consumer choice plans, as well as the average premium costs and cost sharing of the different forms of state-mandated health benefit plans compared to consumer choice plans, including disability status, age, and gender.

Agency Response: SB 541 gives health carriers great latitude in designing consumer choice plans. Existing law, to a lesser extent, allows broad flexibility for health carriers to design fully-mandated plans. Both factors complicate the development of "average" premium costs and cost-sharing provisions, as well as cost comparisons between fully-mandated plans and consumer choice benefit plans. Nonetheless, the department is studying ways to track additional relevant actuarial information regarding both consumer choice and fully-mandated plans. Careful consideration of required reporting is essential so as not to contravene one of the purposes of SB 541, which is to provide more affordable health care coverage options.

Comment: A commenter suggests that the department track trends in the number of companies offering health coverage who did not offer health coverage prior to the availability of consumer choice plans, and the percentage of Texans who remain uninsured compared to the percentage during the years preceding the availability of consumer choice plans.

Agency Response: The adopted data collection form includes a question to determine the number of companies offering health coverage who did not offer health coverage prior to the availability of consumer choice plans. The department monitors the percentage of uninsured Texans through the annual Current Population Survey (CPS) conducted by the U.S. Census Bureau.

Comment: A commenter suggests that the department track the effect the availability of consumer choice plans has on the Texas Health Insurance Risk Pool.

Agency Response: The department closely monitors the Risk Pool as part of its statutory duties. Moreover, the department is specifically studying, as directed by SB 467, possible expansion of pool eligibility. The department will consider how to include the impact on the risk pool as part of its ongoing study of reporting requirements, but declines to make any specific changes at this time.

Comment: A commenter recommends that the department convene a workgroup composed of carriers, employers, consumers, and consumer advocates to discuss insurance approaches that focus on health promotion and disease prevention activities.

Agency Response: While the department meets regularly with interested parties and is always open to the possibility of bringing together such groups to consider any improvement in the coverage of health care, the department declines to adopt this suggestion at this time.

Comment: A commenter suggests that the rule require carriers that issue ID cards for consumer choice plans to clearly indicate on the ID card that the patient’s coverage is through a consumer choice plan.

Agency Response: The department declines to adopt this requirement at this time. The 78th Texas Legislature enacted certain requirements for ID cards in SB 418. The rule requiring identification of Texas Department of Insurance (TDI) regulated coverage on a managed care plan ID card took effect on January 1, 2004, and the department believes it needs to assess the impact of that rule before considering extending ID card requirements. Moreover, SB 418 also created a verification process which should address concerns regarding the scope of coverage of consumer choice plans.

Comment: A commenter suggests that TDI create educational materials that will clearly delineate what must be provided, at a minimum, in consumer choice health plans.

Agency Response: Consumer choice health plans must provide the same benefits as all other health plans, except for the state-mandated health benefits they may exclude. Various provisions of the Insurance Code and rules, such as Article 26.43 and §843.201, require the plan documents to express in plain language what the plan provides, which should be sufficient for informational and comparison purposes. The department is preparing educational materials concerning consumer choice plans and the various state-mandated health benefits which they may omit.

Comment: A commenter suggests that studies on the costs of mandated benefits are flawed.

Agency Response: The 78th Texas Legislature enacted SB 541 to create more affordable and flexible health care coverage options. The bill specifically authorizes the issuance of coverage that, in whole or in part, does not offer or provide state-mandated health benefits. The department will use the reporting requirements in the statute and rule to monitor the effect of omitting state-mandated health benefits on the cost of health care coverage.

Comment: A commenter believes the rule as drafted is too confusing and complicated; that it will be too costly to interpret, design, file, and seek approval of consumer choice plans; and that health carriers will choose not to file consumer choice health benefit plans.

Agency Response: A good number of health carriers have already filed and received approval of consumer choice health benefit plans. Department staff has provided guidance on the law as necessary and remains ready to assist all other carriers with consumer choice plan filings. Essentially, the rule outlines a simple structure for creating a consumer choice health benefit plan. If a coverage or benefit is listed as a state-mandated health benefit for a particular plan type, then a carrier need not include that coverage or benefit in a consumer choice health benefit plan. For all other plan requirements, a health carrier must simply follow the law as it would apply to any other health benefit plan. The department also notes that SB 541 requires carriers participating in the small employer market to offer a consumer choice plan.

Division 2. State Mandated Health Benefits:

Comment: A commenter requests clarification in these sections to reference exclusions for limitations or restrictions on deductibles, coinsurance, copayments, or any annual or lifetime maximum benefit amounts. The commenter also asks for a reference to the exclusion of a specific category of licensed healthcare practitioner in compliance with Texas Insurance Code Article 3.80, §3(a) (2) and (3).

Agency Response: The reference to the requested exclusions is found in §21.3501(8), which, along with SB 541, defines "state-mandated health benefits" to include cost-sharing limitations or restrictions as well as entitlement to care from a specific category of licensed healthcare practitioner. The rule accordingly classifies those items as "state-mandated health benefits" in the various sections of Division 2.

Comment: Commenters question why the complications of pregnancy mandate was not exempted from coverage.

Agency Response: The department determined that the provisions of 28 TAC §21.405(1) do not constitute a "state-mandated health benefit" as defined by SB 541. The rule prohibits a plan from treating complications of pregnancy differently than any other illness or sickness under the policy and it does not create coverage for specific health care services or benefits.

Comment: Commenters question why the Alzheimer’s disease mandate was not exempted from coverage.

Agency Response: Article 3.78 does not constitute a "state-mandated health benefit" as defined by SB 541. The statute provides that a clinical diagnosis of Alzheimer's disease by a physician licensed in this state shall satisfy the requirement for demonstrable proof of organic disease or other proof under the coverage. The statute only applies where the policy already provides coverage for Alzheimer's disease, thus it does not create coverage for specific health care services or benefits.

Comment: Commenters seek clarification regarding administrative mandates allowing enrollees to select a specific category of licensed health care practitioner under Insurance Code Articles 21.52B, 21.52D, 21.52L, 21.53, 21.53B, 21.53L, and 21.53N.

Agency Response: The department appreciates the opportunity to clarify the law, and a response to each mandate follows. Article 21.52B entitles an insured/enrollee to receive care from a specific category of health care practitioners, thus making it a "state-mandated health benefit" under SB 541. In response to comments the department has revised various sections in Division 2 of the rule to include this provision as a state mandated health benefit where appropriate.

SB 541 specifically excludes services of practitioners listed in Articles 21.52 and 3.70-3C from the definition of "state-mandated health benefits." Article 21.52D was not specifically excluded from the definition of state-mandated health benefits under SB 541. Therefore, the requirements of Article 21.52D that exceed the requirements of Article 21.52 and Article 3.70-2 do not apply to consumer choice plans. The department has revised various sections in Division 2 of the rule to reflect this.

The Article 21.52L requirement of health benefit plan coverage for prescription contraceptive drugs and devices do not allow enrollees to select a specific category of licensed health care practitioners.

The department did not include Article 21.53 in the rule as a "state-mandated health benefit," because Article 21.52 entitles an insured/enrollee to receive care from a licensed dentist.

The provisions of Article 21.53B regarding use of osteopathic hospitals is neither plan-specific nor required to be provided. Accordingly, it does not constitute a "state-mandated health benefit" under SB 541.

The pharmacy benefit identification card required by Article 21.53L does not allow enrollees to select a specific category of licensed health care practitioners, nor does it meet any of the other standards required to make it a "state-mandated health benefit." The Article 21.53N requirement of equal pay for reproductive health and oncology services for women does not allow enrollees to select a specific category of licensed health care practitioners, nor does it meet any of the other standards required to make it a "state-mandated health benefit."

Comment: Commenters note that the rule does not provide for an exception to the Article 26.09 point-of-service mandate for HMOs. The commenter believes requiring health plans to offer a point of service option will increase health care costs and should be exempt.

Agency Response: Because SB 541 does not exempt requirements under Article 26.09, carriers must still offer a point-of-service option if a network-based delivery system offered by an HMO is the only plan offered by the employer. Article 26.09 does not apply to small employers.

Comment: A commenter proposes that the department add provisions in the rules so that when mandates are added by the legislature, they can be added into the list in the rules automatically without having to go through the rule amendment process.

Agency Response: The department declines to adopt this suggestion. There is generally sufficient lead time between the passage of legislation and its effective date to allow for rule amendment. In the event the legislature adds additional health mandates, the department would also communicate its interpretation of whether new mandates fit the SB 541 definition of "state-mandated health benefits" at the earliest possible time to facilitate coverage changes prior to rule amendment.

Comment: A commenter questions why federal statutes are not addressed in the rules.

Agency Response: The purpose of the rules is to implement SB 541, which allows exclusion only of "state-mandated health benefits." Articles 3.80(3)(b) and 20A.09N(d) specifically provide that the term "state-mandated health benefits" does not include health benefits that are mandated by federal law. Thus, although a health carrier is not required to include a state-mandated benefit in a consumer choice plan, it must continue to include any similar federally-mandated benefit. For example, a health carrier need not include the state-mandated benefit in Article 21.53I (coverage for reconstructive surgery incident to mastectomy) in a consumer choice plan. The health carrier, however, must still include the federally-mandated coverage for reconstructive surgery after mastectomy set forth in the federal Women’s Health and Cancer Rights Act of 1998 (WHCRA).

Comment: A commenter recommends that the proposed regulations list items that are included in policies, instead of items that are excluded. The commenter indicated that listing diabetes care as an excluded item could allow insurers to exclude diabetes equipment, supplies, and self-management programs.

Agency Response: The department declines to revise the rule. Consumer choice policies must include all the same provisions as other policies, except as allowed by SB 541. The rule lists those items that may be excepted. Coverage for diabetes under Article 21.53G is still required for all consumer choice plans.

§21.3512(5) & §21.3518(9)

Comment: Commenters request clarification on the extent of limitations or restrictions on coinsurance, as well as copayments and deductibles that would no longer be imposed. The commenters recommend that the rule allow both deductible and copayment options for HMOs and also delete restrictions on the amount of copayments and deductibles, which the commenter believes will allow HMOs to compete with other entities offering benefits lower than those required of HMOs.

Agency Response: The rule specifically recognizes as "state-mandated health benefits" existing laws regarding cost-sharing provisions in health plans. These include, for example, 28 TAC §3.3704(a)(6), which governs the difference between levels of coverage in a preferred provider benefit plan, and 28 TAC §11.506(2)(A), which governs the copayments and deductibles an HMO may include in an evidence of coverage. Other laws, however, which are not "state-mandated health benefits," may restrict the extent to which a health carrier may require cost-sharing from an enrollee; one such example is Article 3.70-3C, §8, which requires that a health carrier issuing a preferred provider benefit plan make both levels of benefits reasonably available to all insureds within a designated service area. Carriers must also be prepared to demonstrate compliance with other requirements of the Insurance Code affecting the reasonableness of the cost of coverage, including Articles 1.02(b), 3.42(k), 20A.09(b), 20A.09(k), and §843.082(3).

§21.3518

Comment: Commenters question whether this rule extends to prescription drug riders.

Agency Response: Yes, SB 541 allows a health carrier to revise a rider related to a consumer choice health benefit plan in accordance with the new statutory standard.

§§21.3525, 21.3526, 21.3527, 21.3528, 21.3529, 21.3530, 21.3542, and 21.3543

Comment: Some commenters believe the rule's notice, disclosure, reporting, and filing provisions are excessive and will make selling and obtaining these plans difficult for health carriers, employers, and insureds. Other commenters, however, contend that all consumers, including certificate holders, should receive a copy of all notices and disclosures regarding which state-mandated benefits are not included, the comparative premium costs between these plans, and a notice that purchasing one of these plans may limit their future coverage options. In that same vein, some commenters suggested that the department require employers to distribute copies of the signed disclosure document to all covered employees. Other commenters proposed that a notice of what is not covered by a consumer choice health benefit plan must be provided to enrollees, some specifically suggesting amendment of §21.3530(e) and (g) to require carriers to provide the notices to enrollees and certificate holders. Commenters cited concern as to whether a consumer whose employer purchases a consumer choice health benefit plan will receive any of the notices proposed by TDI.

Agency Response: Commenters have expressed various opposing viewpoints on the notice and disclosure provisions. The department drafted the proposal so as to balance the consumers' need for adequate and meaningful disclosure with the carriers' interest in simplifying compliance. The department notes that with regard to notice to all enrollees, a certificate holder must be provided a certificate of coverage as required by statute, which will reveal the extent to which a consumer choice plan provides coverage. The department thus declines at this time to extend notice and disclosure requirements to the extent requested by some commenters. The department also notes that SB 541 does not authorize it to require an employer to make distributions of notices to their employees. The law places group policyholders in a position of responsibility for certificate holders, and the law requires health carriers to provide the group policyholder with all required notices and disclosures.

With regard to the comments regarding the excessiveness of notices, disclosures, filings, and reporting, many of the duties the rule imposes are the result of statutory direction. The new statutory provisions at Articles 3.80, §5 and 20A.09N (f) require the notices addressed by §§21.3525 -- 21.3528. To clarify the applicability of these sections, the department has added language specifying that the notices in §§21.3525 and 21.3526 apply to only health insurers and the notices in §§21.3527 and 21.3528 apply only to HMOs. The duties of agents set out in §21.3529 derive from the direction in the statutory notice to all prospective and current insureds or contract holders to consult with their agent regarding which state-mandated benefits are excluded under the plan, Articles 3.80 §5 and 20A.09N(f), as well as from the duty of health carriers to provide certain disclosures to prospective and current policyholders and contract holders, Articles 3.80, §6 and 20A.09N(g). Article 3.80, §6 and Article 20A.09N(g) prescribe the form of disclosures addressed by §21.3530(a) and (b) and Form CCP 1. Section 21.3530(a)(5) and (e) clarify the carrier's statutory duties both to provide--and retain--the disclosure statement. Section 21.3530(c) and (d) address the timing of the disclosure and not its content. Section 21.3530(f) requires disclosure in a manner which recognizes the similarity between association and individual coverage.

The department based the written affirmation requirement of §21.3542(d) on its experience with marketing of the promulgated basic and catastrophic small employer health benefit plans. In response to comments, the department has revised this subsection to provide that a health carrier may combine this written affirmation on a single form with the acknowledgement of the written disclosure statement required in §21.3530(a)(4). Finally, the plan filing requirements in §21.3543 generally follow existing plan filing requirements of the department, with the exception of calculations essential for providing rate information required by the statute in Article 3.80, §9 and Article 20A.09N(l). For example, §21.3543(2)(B) requires a carrier to include a statement of the reduction in premium resulting from the differences in coverage and design between the consumer choice health benefit plan and an identical plan with all the state-mandated health benefits.

§21.3530(a)(3)

Comment: A commenter recommends deletion, for plans other than individual plans, of the requirement that the written disclosure state that purchase of the plan may limit future coverage options.

Agency Response: The department believes the requirement is essential to ensure adequate disclosure for markets such as small employer, or an individual participating in an association group plan, and can be included as part of the disclosure already required by statute.

§21.3530(e)

Comment: A commenter suggests striking the phrase "upon request," as a consumer should have the opportunity to review the disclosure along with other marketing materials outside the pressure of a sales meeting.

Agency Response: The rule requires a health carrier to furnish a copy of the disclosure to the consumer upon request. The purpose of SB 541, to increase flexibility and decrease the cost of health care coverage, supports providing a copy of the disclosure only when the consumer requests it. The department has changed the proposal by adding §21.3530(a)(5) to require that the disclosure state that the applicant has a right to receive a copy free of charge. The department will monitor carrier practices and consumer comments and will consider amending the rule if additional requirements are necessary to ensure that consumers have a full and fair opportunity to review the disclosure.

§21.3542

Comment: A commenter states that the section appears to require that a health carrier offering one or more consumer choice health benefit plans must also make available a policy that is comparable to each consumer choice health benefit plan. The commenter reads this section to require a health carrier to offer a distinctive policy form as a complement to each consumer choice plan. The commenter asserts that such a provision would exceed the statutory requirement.

Agency Response: The rule does not necessarily require an offer of a unique plan which includes all state-mandated benefits to correspond to each consumer choice plan a health carrier offers. SB 541 seeks to provide consumers additional affordable health coverage options from which to choose. To implement this goal, §21.3542 requires a health carrier to offer plans that include all state-mandated benefits in accordance with the type and number of consumer choice plans it offers. As an example, if a health carrier offers several different consumer choice major medical indemnity plans, then the health carrier could satisfy this requirement by offering one fully-mandated major medical indemnity plan. Alternatively, if a health carrier were offering one consumer choice hospital-surgical indemnity plan and one consumer choice major medical indemnity plan, then the carrier would have to offer one fully-mandated hospital-surgical indemnity plan and one fully-mandated major medical indemnity plan. In response to the comment, the department has revised the term "comparable" to "the same category that most closely approximates." The department has also added language to clarify the limitations on the carrier's duty in this context.

§21.3542(b)(3)

Comment: A commenter suggests that this section requires a carrier to reflect numerous items showing the difference between a consumer choice plan and a fully mandated plan. The commenter believes this requirement does not come from statute and asks for its removal.

Agency Response: SB 541 requires the offer of a policy or evidence of coverage with state-mandated health benefits. Many of the section’s requirements concern essential elements of the acquisition of health care coverage, for example, the requirement to provide a summary of benefits under Article 26.71, an outline of coverage under 28 TAC §§3.3090 and 3.3093, and the disclosure requirements under §843.205. The other provisions simply assure fair marketing of both state-mandated health plans and consumer choice plans. The department has clarified the requirements to simplify administration of and compliance with the rule.

§21.3542(b)(3)

Comment: A commenter suggests striking the phrase "upon request," as consumers pay for the privilege of completing an application and should be entitled to information about premium cost and an explanation of the differences between plans.

Agency Response: The department has revised the rule to clarify a health carrier’s duty under this requirement, which is to present the fully-mandated plan in the same manner as it presents the consumer choice plan. The adopted rule requires presentation of such elements as premium cost, outline of coverage, and marketing materials in the same manner, for both consumer choice plans and fully-mandated plans. Accordingly, If a health carrier is providing premium cost information on one plan, the rule requires that it provide that information in the same format for the other plan as well.

§21.3542(d)

Comment: A commenter suggests that, to avoid confusion, this should be part of the disclosure document signed by the consumer.

Agency Response: The department agrees with this suggestion and has revised the rule to give health carriers the option of combining these documents.

§21.3544

Comment: A commenter suggests that the reporting requirements enumerated under this section are not required by statute, are burdensome and expensive, and asks for their removal.

Agency Response: The department declines to make this change. In SB 541, the Legislature sought to provide Texans with "more affordable and flexible" health coverage options, as well as increase availability of health coverage, by allowing carriers to offer coverage that does not include state-mandated health benefits. To determine whether SB 541 and the consumer choice plans achieve these intended effects, the department must collect information sufficient to determine whether the advent of such plans expanded health coverage options beyond that currently available under plans with all state-mandated health benefits. As an example, the department must be able to differentiate between changes to coverage for populations with existing coverage and coverage provided for those not previously covered. The public benefits derived from documenting the costs and benefits of consumer choice plans over currently available plans justifies the expense to carriers to document such changes.

Moreover, the rule's required reports complement existing reporting requirements. For example, small employer carriers already report much of this rule's required information in existing Figure 48. The department intends to align existing Figure 48 reporting requirements with new SB 541 requirements to eliminate any duplication. Moreover, Insurance Code §38.252 requires the commissioner to designate by rule the data that health carriers must collect and report to "determine the impact of mandated benefits and mandated offers of coverage." Providing data from SB 541 plans comparable to that obtained in connection with mandated benefits is critical to evaluate the effectiveness of consumer choice plans.

§21.3544(5)

Comment: A commenter suggests that the department collect information for both consumer choice health benefit plans and fully-mandated plans, to obtain adequate information for meaningful analysis of the impact of consumer choice plans on the ranks of the uninsured.

Agency Response: The department already collects this information for small employer health benefit plans, which comprise approximately one third of the fully-insured population in Texas. This practice will provide figures for analysis. Moreover, the consumer choice data collection form and data collected through the annual group accident and health data call will allow for additional comparison of the two types of plans in both the small and large employer markets.

NAMES OF THOSE COMMENTING FOR AND AGAINST THE SECTIONS.

FOR WITH CHANGES: Advocacy, Incorporated; American Diabetes Association; Blue Cross Blue Shield of Texas; Coalition for Texans with Disabilities; Community First Health Plans, Inc.; Consumers Union; National Multiple Sclerosis Society of Texas; NEXT; Office of Public Insurance Counsel; TFE Company; Texas Association of Business; Texas Association of Health Plans; Texas Association of Life and Health Insurers; Texas Medical Association; Texas Physical Therapy Association; and Women's Health And Family Planning Association of Texas.

1. GENERAL PROVISIONS

28 TAC §§21.3501 - 21.3505

The new sections are adopted under the Insurance Code Articles 3.80, §7, 20A.09N(j), and §36.001. Articles 3.80, §7 and 20A.09N(j) require the commissioner to adopt rules as necessary to implement the statutes creating consumer choice health benefit plans. Section 36.001 provides that the commissioner may adopt any rules necessary and appropriate to implement the powers and duties of the Texas Department of Insurance under the Insurance Code and other laws of this state.

§21.3502.Definitions.

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

(1) Basic health care services--Health care services that the commissioner determines an enrolled population might reasonably need to be maintained in good health.

(2) Commissioner--The commissioner of insurance.

(3) Consumer choice health benefit plan--A group or individual accident or sickness insurance policy, or evidence of coverage that, in whole or in part, does not offer or provide state-mandated health benefits, but that provides creditable coverage as defined by Insurance Code Article 26.035(a) or Article 3.70-1.

(4) Consumer choice of benefits health insurance plan--A consumer choice health benefit plan.

(5) Department--The Texas Department of Insurance.

(6) HMO--a person defined in Insurance Code §843.002(14).

(7) Health carrier--Any entity authorized under the Insurance Code or another insurance law of this state that provides health benefits in this state, including an insurance company, a group hospital service corporation under Insurance Code Chapter 842, a health maintenance organization under Insurance Code Article 20A and Chapter 843, and a stipulated premium company under Insurance Code Chapter 884.

(8) Health insurer--Any entity authorized under this code or another insurance law of this state that provides health insurance or health benefits in this state, including an insurance company, a group hospital service corporation under Chapter 842 of the Insurance Code, and a stipulated premium company under Chapter 884 of the Insurance Code.

(9) Standard health benefit plan--A consumer choice health benefit plan.

(10) State-mandated health benefits--

(A) Coverage required under the Insurance Code, this code, or other law of this state to be provided in an individual, blanket, or group policy for accident and health insurance, a contract for coverage of a health-related condition, or an evidence of coverage that:

(i) includes coverage for specific health care services or benefits;

(ii) places limitations or restrictions on deductibles, coinsurance, copayments, or any annual or lifetime maximum benefit amounts, including limitations provided in Insurance Code Article 20A.09(l) (as added by Section 7, Chapter 1026, Acts of the 75th Legislature, Regular Session, 1997); or

(iii) includes a specific category of licensed health care practitioner from whom an insured or enrollee is entitled to receive care.

(B) Do not include benefits or coverage mandated by federal law, or standard provisions or rights required under the Insurance Code, this code, or other law of this state, to be provided in an individual, blanket, or group policy for accident and health insurance, a contract for coverage of a health-related condition, or an evidence of coverage unrelated to specific health illnesses, injuries, or conditions of an insured or enrollee, including those benefits or coverages enumerated in Insurance Code Articles 3.80, §3(b) and 20A.09N(d).

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 May 13, 2004.

TRD-200403232

Gene C. Jarmon

General Counsel and Chief Clerk

Texas Department of Insurance

Effective date: June 2, 2004

Proposal publication date: January 9, 2004

For further information, please call: (512) 463-6327


2. STATE-MANDATED HEALTH BENEFITS

28 TAC §§21.3510 - 21.3518

The new sections are adopted under the Insurance Code Articles 3.80, §7, 20A.09N(j), and §36.001. Articles 3.80, §7 and 20A.09N(j) require the commissioner to adopt rules as necessary to implement the statutes creating consumer choice health benefit plans. Section 36.001 provides that the commissioner may adopt any rules necessary and appropriate to implement the powers and duties of the Texas Department of Insurance under the Insurance Code and other laws of this state.

§21.3510.State-mandated Health Benefits in Individual Indemnity Policies.

The following enumerated items are state-mandated health benefits a health insurer does not have to include in an individual indemnity consumer choice health benefit plan:

(1) coverage of contraceptive drugs and devices as required by Insurance Code Article 21.52L and §21.404(3) of this title (relating to Underwriting);

(2) coverage of a minimum stay for maternity as required by Insurance Code Article 21.53F;

(3) coverage of reconstructive surgery incident to mastectomy as required by Insurance Code Article 21.53I;

(4) coverage of acquired brain injury treatment/services as required by Insurance Code Article 21.53Q;

(5) limitations or restrictions on coinsurance imposed by §3.3704(a)(6) of this title (relating to Freedom of Choice: Availability of Preferred Providers);

(6) coverage of a minimum stay for mastectomy treatment/services as required by Insurance Code Article 21.52G;

(7) coverage of diabetes care as required by Insurance Code Article 21.53D;

(8) coverage of telehealth and telemedicine as required by Insurance Code Article 21.53F;

(9) coverage of off-label drugs as required by Insurance Code Article 21.53M;

(10) coverage of mental/nervous disorders with demonstrable organic disease as required by §3.3057(d) of this title (relating to Standards for Exceptions, Exclusions, and Reductions Provision);

(11) coverage of transplant donor coverage as required by §3.3040(h) of this title (relating to Prohibited Policy Provisions);

(12) offer of coverage for therapies for children with developmental delays as required by Insurance Code Article 21.53F;

(13) entitlement to care under Article 21.52B relating to pharmaceutical services; and

(14) the requirements of Article 21.52D regarding the use of optometrists and ophthalmologists by managed care plans, that exceed the entitlement to select a practitioner under Article 21.52 and Article 3.70-2.

§21.3511.State-mandated Health Benefits in Group Association Indemnity Policies.

The following enumerated items are state-mandated health benefits that a health insurer does not have to include in a group association indemnity consumer choice health benefit plan:

(1) coverage of contraceptive drugs and devices as required by Insurance Code Article 21.52L and §21.404(3) of this title (relating to Underwriting);

(2) coverage of a minimum stay for maternity as required by Insurance Code Article 21.53F;

(3) coverage of reconstructive surgery incident to mastectomy as required by Insurance Code Article 21.53I;

(4) coverage of acquired brain injury treatment/services as required by Insurance Code Article 21.53Q;

(5) limitations or restrictions on coinsurance imposed by §3.3704(a)(6) of this title (relating to Freedom of Choice: Availability of Preferred Providers);

(6) the offer of in vitro fertilization coverage as required by Insurance Code Article 3.51-6, §3A;

(7) coverage of HIV, AIDS, or HIV-related illnesses as required by Insurance Code Article 3.51-6, §3C;

(8) coverage of chemical dependency and stays in a chemical dependency treatment facility as required by Insurance Code Article 3.51-9;

(9) coverage of serious mental illness as required by Insurance Code Article 3.51-14;

(10) the offer of mental or emotional illness coverage as required by Insurance Code Article 3.70-2(F);

(11) coverage of inpatient mental health and stays in a psychiatric day treatment facility as required by Insurance Code Article 3.70-2(F);

(12) the offer of speech and hearing coverage as required by Insurance Code Article 3.70-2(G);

(13) the offer of home health care coverage as required by Insurance Code Article 3.70-3B;

(14) coverage of stays in a crisis stabilization unit and/or residential treatment center for children and adolescents as required by Insurance Code Article 3.72;

(15) coverage of a minimum stay for mastectomy treatment/services as required by Insurance Code Article 21.52G;

(16) continuation of coverage of certain drugs under a drug formulary as required by Insurance Code Article 21.52J;

(17) coverage of diagnosis and treatment affecting temporomandibular joint and treatment for a person unable to undergo dental treatment in an office setting or under local anesthesia as required by Insurance Code Article 21.53A;

(18) coverage of bone mass measurement for osteoporosis as required by Insurance Code Article 21.53C;

(19) coverage of diabetes care as required by Insurance Code Article 21.53D;

(20) coverage of telehealth and telemedicine as required by Insurance Code Article 21.53F;

(21) coverage of off-label drugs as required by Insurance Code Article 21.53M;

(22) offer of coverage for therapies for children with developmental delays as required by Insurance Code Article 21.53F;

(23) entitlement to care under Article 21.52B relating to pharmaceutical services; and

(24) the requirements of Article 21.52D regarding the use of optometrists and ophthalmologists by managed care plans, that exceed the entitlement to select a practitioner under Article 21.52 and Article 3.70-2.

§21.3512.State-mandated Health Benefits in Small Employer Indemnity Policies.

The following enumerated items are state-mandated health benefits that a health insurer does not have to include in a small employer group indemnity consumer choice health benefit plan:

(1) coverage of contraceptive drugs and devices as required by Insurance Code Article 21.52L and §21.404(3) of this title (relating to Underwriting);

(2) coverage of a minimum stay for maternity as required by Insurance Code Article 21.53F;

(3) coverage of reconstructive surgery incident to mastectomy as required by Insurance Code Article 21.53I;

(4) coverage of acquired brain injury treatment/services as required by Insurance Code Article 21.53Q;

(5) limitations or restrictions on coinsurance imposed by §3.3704(a)(6) of this title (relating to Freedom of Choice: Availability of Preferred Providers);

(6) the offer of in vitro fertilization coverage as required by Insurance Code Article 3.51-6, §3A;

(7) coverage of HIV, AIDS, or HIV-related illnesses as required by Insurance Code Article 3.51-6, §3C;

(8) coverage of chemical dependency and stays in a chemical dependency treatment facility as required by Insurance Code Article 3.51-9;

(9) the offer of serious mental illness coverage as required by Insurance Code Article 3.51-14;

(10) the offer of mental or emotional illness coverage as required by Insurance Code Article 3.70-2(F);

(11) coverage of inpatient mental health and stays in a psychiatric day treatment facility as required by Insurance Code Article 3.70-2(F);

(12) the offer of speech and hearing coverage as required by Insurance Code Article 3.70-2(G);

(13) the offer of home health care coverage as required by Insurance Code Article 3.70-3B;

(14) coverage of stays in a crisis stabilization unit and/or residential treatment center for children and adolescents as required by Insurance Code Article 3.72;

(15) coverage of bone mass measurement for osteoporosis as required by Insurance Code Article 21.53C;

(16) entitlement to care under Article 21.52B relating to pharmaceutical services; and

(17) the requirements of Article 21.52D regarding the use of optometrists and ophthalmologists by managed care plans, that exceed the entitlement to select a practitioner under Article 21.52 and Article 3.70-2.

§21.3513.State-mandated Health Benefits in Large Employer Indemnity Policies.

The following enumerated items are state-mandated health benefits that a health insurer does not have to include in a large employer group indemnity consumer choice health benefit plan:

(1) coverage of contraceptive drugs and devices as required by Insurance Code Article 21.52L and §21.404(3) of this title (relating to Underwriting);

(2) coverage of a minimum stay for maternity as required by Insurance Code Article 21.53F;

(3) coverage of reconstructive surgery incident to mastectomy as required by Insurance Code Article 21.53I;

(4) coverage of acquired brain injury treatment/services as required by Insurance Code Article 21.53Q;

(5) limitations or restrictions on coinsurance imposed by §3.3704(a)(6) of this title (relating to Freedom of Choice: Availability of Preferred Providers);

(6) the offer of in vitro fertilization coverage as required by Insurance Code Article 3.51-6, §3A;

(7) coverage of HIV, AIDS, or HIV-related illnesses as required by Insurance Code Article 3.51-6, §3C;

(8) coverage of chemical dependency and stays in a chemical dependency treatment facility as required by Insurance Code Article 3.51-9;

(9) the offer of mental or emotional illness coverage as required by Insurance Code Article 3.70-2(F);

(10) coverage of inpatient mental health and stays in a psychiatric day treatment facility as required by Insurance Code Article 3.70-2(F);

(11) the offer of speech and hearing coverage as required by Insurance Code Article 3.70-2(G);

(12) the offer of home health care coverage as required by Insurance Code Article 3.70-3B;

(13) coverage of stays in a crisis stabilization unit and/or residential treatment center for children and adolescents as required by Insurance Code Article 3.72;

(14) coverage of a minimum stay for mastectomy treatment/services as required by Insurance Code Article 21.52G;

(15) continuation of coverage of certain drugs under a drug formulary as required by Insurance Code Article 21.52J;

(16) coverage of diagnosis and treatment affecting temporomandibular joint and treatment for a person unable to undergo dental treatment in an office setting or under local anesthesia as required by Insurance Code Article 21.53A;

(17) coverage of bone mass measurement for osteoporosis as required by Insurance Code Article 21.53C;

(18) coverage of diabetes care as required by Insurance Code Article 21.53D;

(19) coverage of telehealth and telemedicine as required by Insurance Code Article 21.53F;

(20) coverage of off-label drugs as required by Insurance Code Article 21.53M;

(21) offer of coverage for therapies for children with developmental delays as required by Insurance Code Article 21.53F;

(22) entitlement to care under Article 21.52B relating to pharmaceutical services; and

(23) the requirements of Article 21.52D regarding the use of optometrists and ophthalmologists by managed care plans, that exceed the entitlement to select a practitioner under Article 21.52 and Article 3.70-2.

§21.3514.State-mandated Health Benefits in Blanket Indemnity Policies.

The category of group to which the health carrier is issuing coverage determines which benefits are state-mandated health benefits for blanket indemnity insurance policies.

§21.3515.State-mandated Health Benefits in Individual HMO Plans.

The following enumerated items are state-mandated health benefits that an HMO does not have to include in an individual HMO consumer choice health benefit plan:

(1) coverage of contraceptive drugs and devices as required by Insurance Code Article 21.52L and §21.404(3) of this title (relating to Underwriting);

(2) coverage of childhood immunizations as required by Insurance Code Article 20A.09F;

(3) coverage of a minimum stay for maternity as required by Insurance Code Article 21.53F;

(4) coverage of reconstructive surgery incident to mastectomy as required by Insurance Code Article 21.53I;

(5) coverage of acquired brain injury treatment/services as required by Insurance Code Article 21.53Q;

(6) treatment by a non-primary care specialist as a primary care provider as required by Insurance Code Article 20A.09(a)(3)(D);

(7) coverage of rehabilitation therapies as required by Insurance Code Article 20A.09(a)(4);

(8) limitations or restrictions on copayments imposed by §11.506(2)(A) of this title (relating to Mandatory Contractual Provisions: Group, Individual and Conversion Agreement and Group Certificate);

(9) limitations or restrictions on deductibles imposed by §11.506(2)(B) of this title;

(10) coverage of a minimum stay for mastectomy treatment/services as required by Insurance Code Article 21.52G;

(11) coverage of diabetes care as required by Insurance Code Article 21.53D;

(12) coverage of telehealth and telemedicine as required by Insurance Code Article 21.53F;

(13) coverage of off-label drugs as required by Insurance Code Article 21.53M;

(14) offer of coverage for therapies for children with developmental delays as required by Insurance Code Article 21.53F;

(15) entitlement to care under Article 21.52B relating to pharmaceutical services; and

(16) the requirements of Article 21.52D regarding the use of optometrists and ophthalmologists by managed care plans, that exceed the entitlement to select a practitioner under Article 21.52 and Article 3.70-2.

§21.3516.State-mandated Health Benefits in Group HMO Plans.

The following enumerated items are state-mandated health benefits that an HMO does not have to include in a non-employer group HMO consumer choice health benefit plan:

(1) coverage of contraceptive drugs and devices as required by Insurance Code Article 21.52L and §21.404(3) of this title (relating to Underwriting);

(2) coverage of childhood immunizations as required by Insurance Code Article 20A.09F;

(3) coverage of a minimum stay for maternity as required by Insurance Code Article 21.53F;

(4) coverage of reconstructive surgery incident to mastectomy as required by Insurance Code Article 21.53I;

(5) coverage of acquired brain injury treatment/services as required by Insurance Code Article 21.53Q;

(6) treatment by a non-primary care specialist as a primary care provider as required by Insurance Code Article 20A.09(a)(3)(D);

(7) coverage of rehabilitation therapies as required by Insurance Code Article 20A.09(a)(4);

(8) limitations or restrictions on copayments imposed by §11.506(2)(A) of this title (relating to Mandatory Contractual Provisions: Group, Individual and Conversion Agreement and Group Certificate);

(9) limitations or restrictions on deductibles imposed by §11.506(2)(B) of this title;

(10) the offer of in vitro fertilization coverage as required by Insurance Code Article 3.51-6, §3A;

(11) coverage of HIV, AIDS, or HIV-related illnesses as required by Insurance Code Article 3.51-6, §3C;

(12) coverage of chemical dependency and stays in a chemical dependency treatment facility as required by Insurance Code Article 3.51-9;

(13) coverage of serious mental illness as required by Insurance Code Article 3.51-14;

(14) the offer of mental or emotional illness coverage as required by Insurance Code Article 3.70-2(F);

(15) coverage of inpatient mental health and stays in a psychiatric day treatment facility as required by Insurance Code Article 3.70-2(F);

(16) the offer of speech and hearing coverage as required by Insurance Code Article 3.70-2(G);

(17) coverage of stays in a crisis stabilization unit and/or residential treatment center for children and adolescents as required by Insurance Code Article 3.72;

(18) coverage of a minimum stay for mastectomy treatment/services as required by Insurance Code Article 21.52G;

(19) continuation of coverage of certain drugs under a drug formulary as required by Insurance Code Article 21.52J;

(20) coverage of diagnosis and treatment affecting temporomandibular joint and treatment for a person unable to undergo dental treatment in an office setting or under local anesthesia as required by Insurance Code Article 21.53A;

(21) coverage of bone mass measurement for osteoporosis as required by Insurance Code Article 21.53C;

(22) coverage of diabetes care as required by Insurance Code Article 21.53D;

(23) coverage of telehealth and telemedicine as required by Insurance Code Article 21.53F;

(24) coverage of off-label drugs as required by Insurance Code Article 21.53M;

(25) offer of coverage for therapies for children with developmental delays as required by Insurance Code Article 21.53F;

(26) entitlement to care under Article 21.52B relating to pharmaceutical services; and

(27) the requirements of Article 21.52D regarding the use of optometrists and ophthalmologists by managed care plans, that exceed the entitlement to select a practitioner under Article 21.52 and Article 3.70-2.

§21.3517.State-mandated Health Benefits in Small Employer HMO Plans.

The following enumerated items are state-mandated health benefits that an HMO does not have to include in a small employer group HMO consumer choice health benefit plan:

(1) coverage of contraceptive drugs and devices as required by Insurance Code Article 21.52L and §21.404(3) of this title (relating to Underwriting);

(2) coverage of childhood immunizations as required by Insurance Code Article 20A.09F;

(3) coverage of a minimum stay for maternity as required by Insurance Code Article 21.53F;

(4) coverage of reconstructive surgery incident to mastectomy as required by Insurance Code Article 21.53I;

(5) coverage of acquired brain injury treatment/services as required by Insurance Code Article 21.53Q;

(6) treatment by a non-primary care specialist as a primary care provider as required by Insurance Code Article 20A.09(a)(3)(D);

(7) coverage of rehabilitation therapies as required by Insurance Code Article 20A.09(a)(4);

(8) limitations or restrictions on copayments imposed by §11.506(2)(A) of this title (relating to Mandatory Contractual Provisions: Group, Individual and Conversion Agreement and Group Certificate);

(9) limitations or restrictions on deductibles imposed by §11.506(2)(B) of this title;

(10) the offer of in vitro fertilization coverage as required by Insurance Code Article 3.51-6, §3A;

(11) coverage of HIV, AIDS, or HIV-related illnesses as required by Insurance Code Article 3.51-6, §3C;

(12) coverage of chemical dependency and stays in a chemical dependency treatment facility as required by Insurance Code Article 3.51-9;

(13) the offer of serious mental illness coverage as required by Insurance Code Article 3.51-14;

(14) the offer of mental or emotional illness coverage as required by Insurance Code Article 3.70-2(F);

(15) coverage of inpatient mental health and stays in a psychiatric day treatment facility as required by Insurance Code Article 3.70-2(F);

(16) the offer of speech and hearing coverage as required by Insurance Code Article 3.70-2(G);

(17) coverage of stays in a crisis stabilization unit and/or residential treatment center for children and adolescents as required by Insurance Code Article 3.72;

(18) coverage of bone mass measurement for osteoporosis as required by Insurance Code Article 21.53C;

(19) entitlement to care under Article 21.52B relating to pharmaceutical services; and

(20) the requirements of Article 21.52D regarding the use of optometrists and ophthalmologists by managed care plans, that exceed the entitlement to select a practitioner under Article 21.52 and Article 3.70-2.

§21.3518.State-mandated Health Benefits in Large Employer HMO Plans.

The following enumerated items are state-mandated health benefits that an HMO does not have to include in a large employer group HMO consumer choice health benefit plan:

(1) coverage of contraceptive drugs and devices as required by Insurance Code Article 21.52L and §21.404(3) of this title (relating to Underwriting);

(2) coverage of childhood immunizations as required by Insurance Code Article 20A.09F;

(3) coverage of a minimum stay for maternity as required by Insurance Code Article 21.53F;

(4) coverage of reconstructive surgery incident to mastectomy as required by Insurance Code Article 21.53I;

(5) coverage of acquired brain injury treatment/services as required by Insurance Code Article 21.53Q;

(6) treatment by a non-primary care specialist as a primary care provider as required by Insurance Code Article 20A.09(a)(3)(D);

(7) coverage of rehabilitation therapies as required by Insurance Code Article 20A.09(a)(4);

(8) limitations or restrictions on copayments imposed by §11.506(2)(A) of this title (relating to Mandatory Contractual Provisions: Group, Individual and Conversion Agreement and Group Certificate);

(9) limitations or restrictions on deductibles imposed by §11.506(2)(B) of this title;

(10) the offer of in vitro fertilization coverage as required by Insurance Code Article 3.51-6, §3A;

(11) coverage of HIV, AIDS, or HIV-related illnesses as required by Insurance Code Article 3.51-6, §3C;

(12) coverage of chemical dependency and stays in a chemical dependency treatment facility as required by Insurance Code Article 3.51-9;

(13) the offer of mental or emotional illness coverage as required by Insurance Code Article 3.70-2(F);

(14) coverage of inpatient mental health and stays in a psychiatric day treatment facility as required by Insurance Code Article 3.70-2(F);

(15) the offer of speech and hearing coverage as required by Insurance Code Article 3.70-2(G);

(16) coverage of stays in a crisis stabilization unit and/or residential treatment center for children and adolescents as required by Insurance Code Article 3.72;

(17) coverage of a minimum stay for mastectomy treatment/services as required by Insurance Code Article 21.52G;

(18) continuation of coverage of certain drugs under a drug formulary as required by Insurance Code Article 21.52J;

(19) coverage of diagnosis and treatment affecting temporomandibular joint and treatment for a person unable to undergo dental treatment in an office setting or under local anesthesia as required by Insurance Code Article 21.53A;

(20) coverage of bone mass measurement for osteoporosis as required by Insurance Code Article 21.53C;

(21) coverage of diabetes care as required by Insurance Code Article 21.53D;

(22) coverage of telehealth and telemedicine as required by Insurance Code Article 21.53F;

(23) coverage of off-label drugs as required by Insurance Code Article 21.53M;

(24) offer of coverage for therapies for children with developmental delays as required by Insurance Code Article 21.53F;

(25) entitlement to care under Article 21.52B relating to pharmaceutical services; and

(26) the requirements of Article 21.52D regarding the use of optometrists and ophthalmologists by managed care plans, that exceed the entitlement to select a practitioner under Article 21.52 and Article 3.70-2.

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 May 13, 2004.

TRD-200403233

Gene C. Jarmon

General Counsel and Chief Clerk

Texas Department of Insurance

Effective date: June 2, 2004

Proposal publication date: January 9, 2004

For further information, please call: (512) 463-6327


3. REQUIRED NOTICES

28 TAC §§21.3525 - 21.3530, 21.3535

The new sections are adopted under the Insurance Code Articles 3.80, §7, 20A.09N(j), and §36.001. Articles 3.80, §7 and 20A.09N(j) require the commissioner to adopt rules as necessary to implement the statutes creating consumer choice health benefit plans. Section 36.001 provides that the commissioner may adopt any rules necessary and appropriate to implement the powers and duties of the Texas Department of Insurance under the Insurance Code and other laws of this state.

§21.3530.Health Carrier Disclosure.

(a) A health carrier offering or providing a consumer choice health benefit plan must provide each prospective or current policyholder or contract holder with a written disclosure statement in the manner prescribed in Form CCP 1 provided by the department for that purpose. Form CCP 1:

(1) acknowledges that the consumer choice health benefit plan being offered or purchased does not provide some or all state-mandated health benefits;

(2) lists those state-mandated health benefits not included under the consumer choice health benefit plan;

(3) provides a notice that purchase of the plan may limit future coverage options in the event the policyholder's, contract holder's, or certificate holder's health changes and needed benefits are not covered under the consumer choice health benefit plan;

(4) requires the prospective or current policyholder or contract holder to sign an acknowledgment that he received the written disclosure statement, and

(5) informs the prospective or current policyholder or contract holder that he has the right to a copy of the written disclosure statement free of charge.

(b) A health carrier may obtain Form CCP 1 by making a request to the Life and Health/Filings and Operations Division, Mail Code 106-1E, Texas Department of Insurance, P.O. Box 149104, Austin, Texas 78714-9104 or 333 Guadalupe, Austin, Texas 78701, or by accessing the department website at www.tdi.state.tx.us.

(c) A health carrier must tender the disclosure described in subsection (a) of this section:

(1) to a prospective policyholder or contract holder, not later than with the offer of a consumer choice health benefit plan; and

(2) to an existing policyholder or contract holder, along with any offer to renew the contract or policy.

(d) Where a health carrier tenders the disclosure statement referenced in subsection (a) of this section to a prospective policyholder or contract holder:

(1) through an agent, the agent may not transmit the application to the health carrier for consideration until the agent has secured the signed disclosure statement from the applicant.

(2) directly to the applicant, the health carrier may not process the application until the health carrier has secured the signed disclosure statement from the applicant.

(e) The health carrier must, upon request, provide the prospective policyholder or contract holder with a copy of the written disclosure statement.

(f) Where a health carrier is offering or issuing a consumer choice health benefit plan to an association, the health carrier must satisfy the requirements of subsection (c) of this section by tendering the disclosure to prospective or existing certificate holders.

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 May 13, 2004.

TRD-200403234

Gene C. Jarmon

General Counsel and Chief Clerk

Texas Department of Insurance

Effective date: June 2, 2004

Proposal publication date: January 9, 2004

For further information, please call: (512) 463-6327


4. ADDITIONAL REQUIREMENTS

28 TAC §§21.3540 - 21.3544

The new sections are adopted under the Insurance Code Articles 3.80, §7, 20A.09N(j), and §36.001. Articles 3.80, §7 and 20A.09N(j) require the commissioner to adopt rules as necessary to implement the statutes creating consumer choice health benefit plans. Section 36.001 provides that the commissioner may adopt any rules necessary and appropriate to implement the powers and duties of the Texas Department of Insurance under the Insurance Code and other laws of this state.

§21.3542.Offer of State-Mandated Plan.

(a) A health carrier that offers the opportunity to apply for one or more consumer choice health benefit plans under this section to a person or entity must also, no later than at the time of application, offer the opportunity to apply for an accident and sickness insurance policy or evidence of coverage in the same category that most closely approximates the consumer choice health benefit plan offered, that includes state-mandated health benefits, and that is otherwise authorized by the Insurance Code.

(b) With regard to health plans required by subsection (a) of this section, a health carrier shall:

(1) use the same sources and methods of distribution to market both consumer choice health benefit plans and health benefit plans required by this subsection;

(2) make the offer of such health plans, the premium cost of such plans, as well as any additional details regarding them, contemporaneously with and in the same manner as the offer and premium cost of, and other details regarding, the consumer choice health benefit plan policy or evidence of coverage; and

(3) provide at least the following information:

(A) a description of how the person or entity may apply for or enroll in each offered policy or evidence of coverage;

(B) the benefits and/or services available and the premium cost under each offered policy or evidence of coverage; and

(C) upon request, an explanation of each of the policies or evidences of coverage and the differences between the health plan offered pursuant to subsection (a) of this section and the consumer choice health benefit plans.

(c) A health carrier shall not apply more stringent or detailed requirements related to the application process for a consumer choice health benefit plan, or for a policy or evidence of coverage offered in compliance with subsection (a) of this section, than it applies for other health benefit plans offered by the health carrier.

(d) A health carrier offering a consumer choice health benefit plan must obtain from each prospective policyholder or contract holder, at or before the time of application, a written affirmation that the health carrier also offered a policy or evidence of coverage in compliance with subsection (a) of this section. A health carrier may combine on a single form this written affirmation and the acknowledgement of the written disclosure statement required by §21.3530(a)(4) of this subchapter (relating to Health Carrier Disclosure).

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 May 13, 2004.

TRD-200403235

Gene C. Jarmon

General Counsel and Chief Clerk

Texas Department of Insurance

Effective date: June 2, 2004

Proposal publication date: January 9, 2004

For further information, please call: (512) 463-6327