TITLE insurance

Part I. Texas Department of Insurance

Chapter 3. Life, Accident and Health Insurance and Annuities

Subchapter X. Preferred Provider Plans

28 TAC §3.3705

(Editor's note: The text of the following section proposed for repeal will not be published.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

The Texas Department of Insurance proposes repeal of §3.3705 (relating to Procedure to Assure Adequate Treatment). Contemporaneously with this proposed repeal, proposed new §3.3705 and proposed amendments to §§3.3701-3.704 and new §3.3706 are published elsewhere in this issue of the Texas Register . The purpose and objective of the proposed new §3.3705 and proposed amendments to §3.3706 is to implement legislation from the 75th Legislative session in Senate Bill 383. In addition proposed amendments to §3.3703 capture provisions relating to contract requirements between the insurer and a preferred provider and §3.3706 capture provisions relating to termination that were included in §3.3705 for which repeal is now proposed.

Kim Stokes, Associate Commissioner, Life/Health and Managed Care Division, has determined that during the first five years that the proposed repeal is in effect, there will be no fiscal impact on state or local government as a result of enforcing or administering the sections. There will be no measurable effect on local employment or the local economy.

Ms. Stokes has also determined that for each year of the first five years the repeal of the sections is in effect, the public benefit anticipated as a result of administration and enforcement of the repealed sections will be increased efficiency in the operation of the department arising from consistent application of procedures among types of regulated entities. Additionally, the legislative intent of the 75th Legislature in passing Senate Bill 383 is being implemented through the revision of the regulations relating to preferred providers, of which the repeal of this section is but a small part. There is no anticipated difference in cost of compliance between small and large businesses. There is no anticipated economic cost to persons who are required to comply with the proposed repeal.

Comments on the proposed repeal must be submitted within 30 days after publication of the proposed section in the Texas Register to Lynda H. Nesenholtz, General Counsel and Chief Clerk, Mail Code 113-1C, Texas Department of Insurance, P.O. Box 149104, Austin, Texas 78714-9104. An additional copy of the comment must be submitted to Linda Von Quintus, Deputy Commissioner, Regulation and Safety Division, Mail Code 107-2A, Texas Department of Insurance, P.O. Box 149104, Austin, Texas 78714-9104.

Repeal of §3.3705 is proposed pursuant to Insurance Code, Chapter 3, Subchapter X, as amended by the 75th Legislature in Senate Bill 383 and Insurance Code, Article 1.03A. Under the Insurance Code, Article 3.70-3C (Preferred Provider Benefit Plans), Section 9 the commissioner shall adopt rules and regulations as necessary to implement the provisions of the article and to ensure reasonable assessibility and availability of preferred provider and basic level benefits to Texas citizens. Insurance Code Article 1.03A provides that the Commissioner of Insurance may adopt rules and regulations to execute the duties and functions of the Texas Department of Insurance only as authorized by statute.

The proposed repeal affects regulation pursuant to the following statutes: Insurance Code Articles 3.42, 3.51-6, 3.70-2(B), 3.70-3C, 21.21-6, 21.21-8 and 21.52. Insurance Code Chapters 20, 22 and 26.

§3.3705.Procedure To Assure Adequate Treatment.

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

Filed with the Office of the Secretary of State on December 22, 1998.

TRD-9818549

Lynda H. Nesenholtz

General Counsel and Chief Clerk

Texas Department of Insurance

Earliest possible date of adoption: February 7, 1999

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


28 TAC §§3.3701-3.3706

The Texas Department of Insurance proposes amendments to §§3.3701 - 3.3704, and new §3.3705 and §3.3706, concerning preferred provider plans. Elsewhere in this issue of the Texas Register the department proposes repeal of current §3.3705. The proposed amendments and new sections implement legislation enacted by the 75th Legislative session in Senate Bill 383 which amends Chapter 3, Subchapter G of the Insurance Code by adding Article 3.70-3C (Preferred Provider Benefit Plans) and House Bill 2846 which amends Chapter 3, Subchapter G of the Insurance Code by adding Article 3.70-3C (Use of Advanced Practice Nurses and Physician Assistants by Preferred Provider Benefit Plans), and Senate Bill 786 which amends Insurance Code, Chapter 21, Subchapter E by adding Article 21.53K concerning the provisions of services related to immunizations and vaccinations under managed care plans. The proposed amendments and new sections restructure the existing rules, §§3.3701-3.3705, by moving some of the existing rules and incorporating them into other sections, altering the language of the rules to comply with the legislative enactments, and reorganizing the rules into individual sections relating to specific components of a preferred provider benefit plan, thus rendering the rules better organized and easier to read.

The proposed amendments to §3.3701 add advanced practice nurses and physician assistants as preferred providers and indicate that Articles 3.70-3C (Preferred Provider Benefit Plans), 3.70-3C (Use of Advanced Practice Nurses and Physician Assistants by Preferred Provider Benefit Plans) and 21.53K, which concerns the provisions of services related to immunizations and vaccinations under managed care plans, are now applicable to the provisions of Subchapter X.

The proposed amendments to §3.3702 redefine the words and terms used in the subchapter to comply with amendments made to Chapter 3 of the Insurance Code by the 75th Legislature and to eliminate definitions that are no longer necessary. The proposed amendments to §3.3703 consolidate the contracting requirements between insurers and physicians and health care providers, contained in the existing rules, which were not affected by the enactment of Insurance Code Article 3.70-3C (Preferred Provider Benefit Plans) and which are distributed throughout several sections of the existing rules. The proposed amendments to §3.3703 include additional contracting provisions required by Article 3.70-3C (Preferred Provider Benefit Plans) and two provisions required by Insurance Code Article 21.53K which concern written protocols for immunizations or vaccinations to be administered by a pharmacist. The proposed amendments to §3.3704 consolidate the existing rules relating to an insured's freedom of choice in the selection of providers, add additional requirements required by Article 3.70-3C (Preferred Provider Benefit Plans), and delete provisions concerning coverage information which are now set forth in proposed new §3.3705.

Proposed new §3.3705 sets forth readability and mandatory disclosure requirements for preferred provider benefit plans issued pursuant to Chapter 3 of the Insurance Code. Proposed new §3.3706 sets forth procedures by which a provider shall be notified of an insurer's sponsorship of a preferred provider plan, how application for designation as a preferred provider can be made, notification requirements for providers upon disapproval of an application for designation as a preferred provider, notification requirements for a provider upon of termination by an insurer from a plan as a preferred provider, and mandatory review procedures available whenever a physician or health care practitioner is not designated as a preferred provider or is terminated from a plan by an insurer.

In addition, subsections (d) and (e) of proposed §3.3706 create expedited and standard versions of the review processes required by statute. It should be noted that the review process is already required by the existing rules. These proposed changes involve only alterations to the time schedule required by Article 3.70-3C (Preferred Provider Benefit Plans). The rules add a proposed expedited process at subsection (e) of proposed §3.3706 which requires a physician or health care practitioner requesting review from an insurer to deliver all relevant material pertaining to the review within ten business days of receipt of the notice of intent to terminate him or her as a preferred provider. The insurer is required to render a decision within thirty calendar days. The standard process, set forth in subsection (d) of proposed §3.3706, allows the provider twenty calendar days in which to submit materials pertaining to the review and the insurer sixty calendar days within which to render a decision.

Kim Stokes, Associate Commissioner, Life/Health and Managed Care Division, has determined that for each year of the first five years the proposed amendments and new sections will be in effect there will be no measurable effect on state or local government, local employment, or the local economy as a result of the proposal.

Ms. Stokes has also determined that for each year of the first five years the proposed sections are in effect, the public benefits anticipated as a result of the proposed sections will be increased consumer and provider awareness of the requirements that must be met by insurers who sponsor preferred provider plans regulated under Chapter 3 of the Insurance Code; increased accessibility by insureds to immunizations and vaccinations; and ultimately, improved ability by providers and citizens to make informed choices about health care services. Subsection (f) of proposed §3.3706 requires an insurer to maintain confidentiality of patient identity and records involved in a review requested by a provider under this subsection. State law already mandates that an insurer maintain confidentiality of all patient identities and records. The new section clarifies that the already existing confidentiality requirements apply to the review processes as well.

The proposed amendments add terms under §3.3703 which must be included in a contract between an insurer and a preferred provider that reflect changes required by Article 3.70-3C (Preferred Provider Benefit Plans) as to how preferred provider benefit plans are administered. For example, subsection (a)(19) of proposed §3.3703 requires a contract to contain a provision that discloses that a physician or health care practitioner has a right to request a review of their termination as a preferred provider by an insurer. The statute requires only that such notice be given upon termination. However, §3.3703 requires that all affected parties be made aware of their rights and responsibilities concerning the review process before the need to access the process arises. As a result, the process will function more smoothly for insurers and providers, and they will be able to more efficiently utilize their resources. Therefore, it is the department's position that by requiring specific contract provisions that track the general contract requirements of Art. 3.70-3C (Preferred Provider Benefit Plans), all persons required to comply with these rules will be benefited.

Ms. Stokes estimates that all costs to persons required to comply with the proposed amended sections and the new sections are the result of the legislative enactment of Insurance Code Articles 3.70-3C (Preferred Provider Benefit Plans), 3.70-3C (Use of Advanced Practice Nurses and Physician Assistants by Preferred Provider Benefit Plans) and 21.53K and not the result of these proposed rules. Article 3.70-3C (Preferred Provider Benefit Plans) requires each affected insurer, regardless of whether it is considered to be a small or large business, to comply with the provisions contained therein. Therefore, it is the department's position that these rules are mandated by the underlying state statute, and considering the statute's purposes, it would be neither legal nor feasible to reduce their effect on small businesses as doing so would prevent insureds and providers, and potential insureds and providers, from benefiting from these provisions.

Comments on the proposal must be submitted within 30 days after publication of the proposed amendments and new sections in the Texas Register to Lynda H. Nesenholtz, General Counsel and Chief Clerk, Mail Code 113-1C, Texas Department of Insurance, P.O. Box 149104, Austin, Texas 78714-9104. An additional copy of the comment must be submitted to Linda Von Quintus, Deputy Commissioner, Regulation and Safety Division, Mail Code 107-2A, Texas Department of Insurance, P. O. Box 149104, Austin, Texas, 78714-9104. Any requests for a public hearing should be submitted separately to the Office of the Chief Clerk.

The amendments and new sections are proposed under the Insurance Code, Chapter 3, Subchapter X, as amended by the 75th Legislature in Senate Bill 383 and House Bill 2846, Chapter 21, Subchapter E, as amended by the 75th Legislature in Senate Bill 786, and Article 1.03A. Insurance Code Article 3.70-3C (Preferred Provider Benefit Plans), Section 9 provides that the commissioner shall adopt rules and regulations as necessary to implement the provisions of this article and to ensure reasonable accessibility and availability of preferred provider and basic level benefits to Texas citizens. Insurance Code Article 1.03A provides that the Commissioner of Insurance may adopt rules necessary for the conduct and execution of the duties and functions of the Texas Department of Insurance only as authorized by a statute.

The following statutes are affected by this proposal: Insurance Code Articles 3.42, 3.51-6, 3.70, 3.70-2(B), 3.70-3C, 21.21-6, 21.21-8, 21.52, and 21.53K. Insurance Code Chapters 20, 22 and 26.

Application [ Scope ]. (a)

The sections of this subchapter apply to any [ a ] preferred provider benefit plan [ in which an insurer as defined in §3.3702 of this title (relating to Definitions) provides through its health insurance policy for the payment of a level of coverage which is different from the basic level of coverage provided by the health insurance policy, if the insured uses a preferred provider. The sections of this subchapter do not apply to nor do they sanction any plan arranged or provided for by any provider, employer, union, third-party entity, or any person or entity other than an insurer authorized to engage in the business of health insurance in this state ]. The sections of this subchapter do not apply to provisions for dental care benefits in any health insurance policy. This subchapter is not an interpretation of and has no application to any law requiring licensure to act as a principal or agent in the insurance or related businesses including, but not limited to, health maintenance organizations.

(b)

The provisions of this subchapter shall be subject to the Insurance Code[ , ] Articles 3.70-2(B) , 3.70-3C (Preferred Provider Benefit Plans), 3.70-3C (Use of Advanced Practice Nurses and Physician Assistants by Preferred Provider Plans), 21.52, and 21.53K as they relate to insurers and the practitioners named therein.

(c)

These sections do not create a private cause of action for damages or create a standard of care, obligation or duty that provides a basis for a private cause of action. These sections do not abrogate a statutory or common law cause of action, administrative remedy or defense otherwise available.

(d)

If any terms, sections or subsections of this subchapter are determined by a court of competent jurisdiction to be inconsistent with the Insurance Code or invalid for any reason, the remaining terms, sections or subsections of this subchapter will continue in effect.

§3.3702.Definitions.

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

(1)

Contract holder -- An individual who holds an individual health insurance policy, or an organization which holds a [ an individual or ] group health insurance policy.

(2)

Emergency care -- As defined in Insurance Code, Article 3.70-3C §1(1) (Preferred Provider Benefit Plans) [ 3.70-2(I) ].

(3)

Health care provider or provider -- As defined in Insurance Code Article 3.70-3C §1(3) (Preferred Provider Benefit Plans) [ Any practitioner (other than a physician), institutional provider, or any other person or organization that furnishes health care services, and that is licensed or otherwise authorized to practice in this state ].

(4)

Health insurance policy -- As defined in Insurance Code Article 3.70-3C §1(2) (Preferred Provider Benefit Plans) [ A group or individual insurance policy or contract providing benefits for medical or surgical expenses incurred as a result of an accident or sickness, which is approved under the Insurance Code, Article 3.42 ].

(5)

Health Maintenance Organization (HMO) -- As defined in Insurance Code Article 20A.02(n).

(6)

Hospital -- As defined in Insurance Code Article 3.70-3C §1(4) (Preferred Provider Benefit Plans) [ A licensed public or private institution as defined by the Texas Hospital Licensing Law, Texas Civil Statutes, Article 4437f, or by the Texas Mental Health Code, §88, Texas Civil Statutes, Article 5547-88 ].

(7)

Institutional provider -- As defined in Insurance Code Article 3.70-3C §1(5) (Preferred Provider Benefit Plans) [ A hospital, nursing home, or any other medical or health-related service facility caring for the sick or injured or providing care for other coverage which may be provided in a health insurance policy ].

(8)

Insurer -- As defined in Insurance Code Article 3.70-3C §1(6) (Preferred Provider Benefit Plans) [ Any life, health, and accident; health and accident; or health insurance company or company operating pursuant to the Insurance Code, Chapters 3, 10, 20, 22, and 26, as amended, authorized to issue, deliver, or issue for delivery in this state health insurance policies approved under the Insurance Code, Article 3.42 ].

[ Medical care

--Furnishing those services defined as the practice of medicine in the Medical Practice Act of Texas, Texas Civil Statutes, Article 4495b].

(9)

Physician -- As defined in Insurance Code Article 3.70-3C §1(8) (Preferred Provider Benefit Plans) [ Anyone licensed to practice medicine in the State of Texas ].

(10)

Practitioner -- As defined in Insurance Code Article 3.70-3C §1(9) (Preferred Provider Benefit Plans) [ One who practices a healing art and is specified in the Insurance Code, Article 3.70-2(B) or 21.52 ].

(11)

Preferred provider -- As defined in Insurance Code Article 3.70-3C §1(1) (Use of Advanced Practice Nurses and Physician Assistants by Preferred Provider Plans) [ A physician, practitioner, hospital, institutional provider, or health care provider, or an organization of physicians or health care providers, who contracts with an insurer to provide medical care or health care to insureds covered by a health insurance policy a authorized by law and this subchapter ].

(12)

Preferred Provider Benefit Plan -- As defined in Insurance Code Article 3.70-3C §1(2) (Use of Advanced Practice Nurses and Physician Assistants by Preferred Provider Plans).

(13)

Prospective insured -- As defined in Insurance Code Article 3.70-3C §1(11) (Preferred Provider Benefit Plans) [ For group coverage, an individual, including dependents, eligible for coverage under a health insurance policy issued to the group. For individual coverage, an individual, including dependents, eligible for coverage who has expressed an interest in purchasing an individual health insurance policy ].

(14)

Quality assessment -- As defined in Insurance Code Article 3.70-3C §1(12) (Preferred Provider Benefit Plans) [ A mechanism which is in place or put into place and utilized by an insurer for the purposes of evaluating, monitoring, or improving the quality and effectiveness of the medical care delivered by physicians or health care providers to persons covered by a health insurance policy to insure that such care delivered is consistent with that delivered by an ordinary, reasonable, prudent physician or health care provider under the same or similar circumstances ].

(15)

Service area -- As defined in Insurance Code Article 3.70-3C (Preferred Provider Benefit Plans) §1(13) [ A geographic area or areas set forth in the health insurance policy or preferred provider contract ].

(16)

Utilization Review -- As defined in Insurance Code Article 21.58A §2(20) [ 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 ].

Contracting Requirements. (a)

An insurer marketing a preferred provider benefit plan must contract with physicians and health care providers to assure that all medical and health care services and items contained in the package of benefits for which coverage is provided, including treatment of illnesses and injuries, will be provided under the plan in a manner that assures both availability and accessibility of adequate personnel, specialty care, and facilities. Each contract must meet the following requirements [ A health insurance policy that includes different benefits from the basic level of coverage for use of preferred providers shall not be considered unjust under the Insurance Code, Article 3.42, or unfair discrimination under the Insurance Code, Articles 21.21-6 or 21.21-8, or to violate Article 3.70-2(B) or 21.52 of the Insurance Code, if ]:

[ (1)

physicians, practitioners, institutional providers and health care providers other than physicians, practitioners and institutional providers, if such other health care providers are included by the insurer as preferred providers, licensed to treat injuries or illnesses or to provide services covered by the health insurance policy that comply with the terms and conditions established by the insurer for designation as preferred providers may apply for and shall be afforded a fair, reasonable, and equivalent opportunity to become preferred providers. Such designation shall not be unreasonably withheld. If such designation is withheld relating to a physician, the insurer shall provide a reasonable review mechanism that incorporates an advisory role only by a physician panel. Any recommendation of the physician panel shall be provided upon request to the affected physician. In the event of an insurer determination which is contrary to any recommendation of the physician panel, a written explanation of the insurer's determination shall also be provided upon request to the affected physician. The panel shall be composed of not less than three physicians selected by the insurer from a list of those physicians contracting with the insurer, and shall include one member who is a physician in the same or similar specialty, if available. The list of physicians is to be provided to the insurer by those physicians contracting with the insurer in the applicable service area. The insurer must give a physician or health care provider not designated upon initial application written reasons for denial of the designation; however, unless otherwise limited by Insurance Code, Article 21.52B, this subsection does not prohibit an insurer from rejecting an application from a physician or health care provider based on the determination that the preferred provider plan has sufficient qualified providers. Any insurer, when sponsoring a preferred provider plan, shall notify immediately all physicians and practitioners in the geographic area covered by the plan of its intent to offer such a plan by publication, or in writing to each physician and practitioner of the opportunities to participate. Such notice and opportunities to noncontracting physicians and practitioners as described above shall be provided on a yearly basis thereafter. The insurer shall, upon request, make available information concerning the application process and qualification requirements for participation as a provider in the plan to any physician or health care provider;]

[ (2)

the terms and conditions of the contract between the insurer and the preferred providers shall be reasonable, shall not violate any law or any section of this subchapter, shall be based solely on economic, quality, and accessibility considerations, and shall be applied in accordance with reasonable business judgment.]

(1)

[ Exclusive preferred provider ] A contract [ contracts ] between a preferred provider and an insurer shall not restrict [ under which ] a physician or health care provider [ is prevented ] from contracting with other insurers, preferred provider plans, preferred provider organizations, or HMOs [ others to provide similar services shall not be permitted under this subchapter ].

(2)

Any term or condition limiting participation on the basis of quality, contained in a contract between a preferred provider and an insurer, shall be consistent with established standards of care for the profession.

(3)

In the case of physicians or practitioners with hospital or institutional provider privileges who provide a significant portion of care in a hospital or institutional provider setting, a contract between a preferred provider and an insurer may contain terms and conditions which [ may ] include the possession of practice privileges at preferred hospitals or institutions, except that if no preferred hospital or institution offers privileges to members of a class of physicians or practitioners, the contract may not provide that the lack of hospital or institutional provider privileges may [ shall not ] be a basis for denial of participation as a preferred provider to such physicians or practitioners of that class.

(4)

A contract between an [ No ] insurer and [ may contract with ] a hospital or institutional provider shall not [ which ], as a condition of staff membership or privileges, require [ requires ] a physician or practitioner to enter into a preferred provider contract.

(5)

A contract between a [ The ] preferred provider and an insurer may provide that the preferred provider will [ agree with an insurer to ] not bill the insured for unnecessary care, if a physician or practitioner panel has determined the care was unnecessary, but the contract [ plan ] shall not require the preferred provider to pay hospital, institutional, laboratory, x-ray, or like charges resulting from the provision of services lawfully ordered by a physician or health care provider, even though such service may be determined to be unnecessary . [ ; ]

[ (3)

under the preferred provider plan, the insured shall be provided with direct and reasonable access to all classes of physicians and practitioners licensed to treat illnesses or injuries and to provide services covered by the health insurance policy. ]

(6)

A contract between a preferred provider and an insurer [ There ] shall not [ be no ]:

(A)

contain restrictions on the classes of physicians and practitioners who may refer an insured to another physician or practitioner; or [ requirement that the insured be referred by a physician or practitioner of another class or by a subspecialty within the same class, except that a plan may provide for a different level of coverage for use of a nonpreferred provider if a referral is made by a preferred provider. The ]

(B)

require a referring physician or practitioner [ may not be required ] to bear the expenses of a referral for specialty care in or out of the preferred provider panel. Savings from cost-effective utilization of health services by contracting physicians or health care providers may be shared with physicians or health care providers in the aggregate.

(7)

A contract between a preferred provider and an [ An ] insurer shall not contain [ use ] any financial incentives [ incentive or make payment ] to a physician or a health care provider which act [ acts ] directly or indirectly as an inducement to limit medically necessary services. This subsection does not prohibit the savings from cost-effective utilization of health services by contracting physicians or health care providers from being shared with physicians or health care providers in the aggregate .

(8)

A contract between a physician, physicians' group, or practitioner and an insurer shall have a mechanism for the resolution of complaints initiated by an insured, a physician, physicians' group, or practitioner which provides for reasonable due process including, in an advisory role only, a review panel selected by the manner set forth in subsection (b) of §3.3706 of this title (relating to Designation as a Preferred Provider, Decision to Withhold Designation, Termination of a Preferred Provider, Review of Process).

(9)

A contract between a preferred provider and an insurer shall not require any health care provider, physician, or physicians' group to execute hold harmless clauses that shift an insurer's tort liability resulting from acts or omissions of the insurer to the preferred provider.

(10)

A contract between a preferred provider and an insurer shall include a provision that requires a preferred provider who is compensated by the insurer on a discounted fee basis to bill the insured only on the discounted fee and not the full charge.

(11)

A contract between a preferred provider and a insurer shall include a provision for payment to the physician or health care provider for covered services that are rendered to insureds that complies with Insurance Code Article 3.70-3C (Preferred Provider Benefit Plans) §3(m).

(12)

A contract between a preferred provider and an insurer shall include provisions requiring the provider to comply with Insurance Code Article 3.70-3C (Preferred Provider Benefit Plans) §4 which relates to Continuity of Care.

(13)

A contract between a preferred provider and an insurer shall not prohibit, penalize, permit retaliation against, or terminate a provider for communicating with any individual listed in Insurance Code Article 3.70-3C (Preferred Provider Benefit Plans) §7(c) about any of the matters set forth therein.

(14)

A contract between a preferred provider and an insurer conducting, using, or relying upon economic profiling to admit physicians or health care providers to a plan or to terminate physicians or health care providers from a plan shall include provisions informing the provider of the insurer's obligation to comply with Insurance Code Article 3.70-3C (Preferred Provider Benefit Plans) §3(h).

(15)

A contract between a preferred provider and an insurer that engages in quality assessment shall disclose in the contract all requirements of Insurance Code Article 3.70-3C (Preferred Provider Benefit Plans) §3(i).

(16)

A contract between a preferred provider and an insurer shall not require a physician to issue an immunization or vaccination protocol for an immunization or vaccination to be administered to an insured by a pharmacist.

(17)

A contract between a preferred provider and an insurer shall not prohibit a pharmacist from administering immunizations or vaccinations if such immunizations or vaccinations are administered in accordance with the Texas Pharmacy Act, Article 4542a-1, Texas Civil Statutes and rules promulgated thereunder.

(18)

A contract between a preferred provider and an insurer shall include provisions notifying the provider of the responsibility of a physician or health care provider that voluntarily terminates the contract to provide reasonable notice to the insured, and of the insurer's responsibility to provide assistance to the physician or health care provider in doing so as required by Insurance Code Article 3.70-3C (Preferred Provider Benefit Plans) §6(e)(2).

(19)

A contract between a preferred provider and an insurer must disclose the provider's right to written notice upon termination by the insurer, and in the case of termination of a physician or practitioner, the right to request a review, as set forth in §3.3706(c) of this title (relating to Designation as a Preferred Provider, Decision to Withhold Designation, Termination of a Preferred Provider, Review of Process).

(b)

Any contract between a preferred provider and an insurer shall explicitly include all of the terms required to be included in a contract by subsection (a) of this section and any applicable provision of the Insurance Code.

(c)

[ (4) ] In [ in ] addition to all other contract rights, violations of these rules shall be treated for purposes of complaint and action in accordance with the Insurance Code[ , ] Article 21.21-2, and the provisions of that article shall be utilized insofar as practicable, as it relates to the power of the department, hearings, orders, enforcement, and penalties . [ ; ]

[ (5)

The insurer offering preferred provider plans shall, upon request, file with the Texas Department of Insurance all data and information on activities of preferred provider plans in order to assess the impact of these plans on:]

[ (A)

quality of care;]

[ (B)

access to care;]

[ (C)

cost of care;]

[ (D)

the availability and affordability of accident and health insurance; and]

[ (E)

the provision of care of the uninsurable or medically indigent.]

(d)

An insurer may enter into an agreement with a preferred provider organization for the purpose of offering a network of preferred providers, provided that it remains the insurer's responsibility to:

(1)

meet the requirements of Insurance Code Article 3.70-3C ("Preferred Provider Benefit Plans") and this subchapter; or

(2)

ensure that the requirements of Insurance Code Article 3.70-3C (Preferred Provider Benefit Plans) and this subchapter are met .

§3.3704.Freedom of Choice ; Availability of Preferred Providers .

(a)

A preferred provider benefit plan shall not be considered unjust under the Insurance Code Article 3.42, or unfair discrimination under the Insurance Code Articles 21.21-6 or 21.21-8, or to violate Articles 3.70-2(B) or 21.52 of the Insurance Code provided that:

(1)

pursuant to the Insurance Code, Article 3.70-3C §3 (Preferred Provider Benefit Plans) , Article 3.51-6, §3, and Article 3.70-3(A)(9), no preferred provider benefit plan [ health insurance policy ] may require that a service be rendered by a particular hospital, physician, or practitioner;

(2)

insureds shall be provided with direct and reasonable access to all classes of physicians and practitioners licensed to treat illnesses or injuries and to provide services covered by the preferred provider benefit plan;

(3)

insureds shall have the right to treatment and diagnostic techniques as prescribed by a physician or other health care provider included in the preferred provider benefit plan;

(4)

insureds shall have the right to continuity of care as set forth in Article 3.70-3C, §4 (Preferred Provider Benefit Plans);

(5)

insureds shall have the right to emergency care services as set forth in Article 3.70-3C, §5 (Preferred Provider Benefit Plans); [ A health insurance policy that includes different benefits from the basic level of coverage for use of preferred providers shall not be considered to unlawfully restrict freedom of choice in the selection of physicians or health care provider by insureds provided. ]

(6)

[ (1) ] the basic level of coverage, excluding a reasonable difference in deductibles, is not more than 30% less than the higher level of coverage. A reasonable difference in deductibles shall be determined considering the benefits of each individual policy;

(7)

[ (2) ] the rights of an insured to exercise full freedom of choice in the selection of a physician or provider [ physician, hospital, or practitioner ] are not restricted by the insurer[ , and physicians and health care providers shall be free to join one or more insurance plans or other preferred provider plans or HMOs whether or not sponsored by an insurance carrier or HMO ];

[ (3)

the insurer shall establish reasonable procedures for assuring a transition of insureds to physicians or health care providers and for continuity of treatment, including providing reasonable advance notice to the insured of the impending termination from the plan of a physician or health care provider who is currently treating the insured and making available to the insured a current listing of preferred providers, in the event of termination of a preferred provider's participation in the plan. Each contract between an insurer and a physician or health care provider must provide that the termination of a preferred provider's participation in the plan, except for reason of medical competence or professional behavior, shall not release the physician or health care provider from the generally recognized obligation to treat the insured and cooperate in arranging for appropriate referrals or release the obligation of the insurer to reimburse the physician or health care provider or, if applicable, the insured at the same preferred provider rate if, at the time of preferred provider termination, the insured has special circumstances such as a disability, acute condition, or life threatening illness or is past the 24th week of pregnancy and is receiving treatment in accordance with the dictates of medical prudence. Special circumstances mean a condition such that the treating physician or health care provider reasonably believes that discontinuing care by the treating physician or provider could cause harm to the patient. Special circumstances shall be identified by the treating physician or health care provider who must request that the insured be permitted to continue treatment under the physician or provider's care and agree not to seek payment from the patient of any amounts for which the insured would not be responsible if the physician or health care provider were still a preferred provider. Contracts between an insurer and physicians and health care providers shall include procedures for resolving disputes regarding the necessity for continued treatment by the physician or health care provider. This section does not extend the obligation of the insurer to reimburse, at the preferred provider rate, the terminated physician or health care provider or, if applicable, the insured for ongoing treatment of an insured beyond 90 days from the effective date of the termination];

(8)

[ (4) ] if the insurer is issuing other health insurance policies in the service area that do not provide for the use of preferred providers, [ then ] the basic level of coverage must be reasonably consistent with such other health insurance policies offered by the insurer which do not provide for a different level of coverage for use of a preferred provider;

(9)

any actions taken by an insurer engaged in utilization review under a preferred provider benefit plan shall be taken pursuant to Insurance Code Article 21.58A and Chapter 19, Subchapter R of this title (relating to Utilization Review Agents);

[ (5)

an insurer shall provide reimbursement for the following emergency care services at the preferred provider level of benefits if the insured cannot reasonably reach a preferred provider and until the insured can reasonably be expected to transfer to a preferred provider:]

[ (A)

any medical screening examination or other evaluation required by state or federal law to be provided in the emergency department of a hospital which is necessary to determine whether a medical emergency condition exists;]

[ (B)

necessary emergency care services including the treatment and stabilization of an emergency medical condition; and]

[ (C)

services originating in a hospital emergency department following treatment or stabilization of an emergency medical condition;]

[ (6)

physicians or health care providers may refer an insured to providers other than preferred providers, provided that the insured is advised that a different indemnity payment may apply.]

(10)

if [ If ] covered services are not available through preferred providers within the service area , [ the insurer shall pay for medically necessary covered services by a ] non-preferred providers [ provider ] shall be reimbursed at the same percentage level of reimbursement as [ at the ] preferred providers [ provider level of benefits ]. Nothing in this section requires reimbursement at a preferred level of coverage solely because an insured resides out of the service area and chooses to receive services from providers other than preferred providers for the insured's own convenience;

(11)

a preferred provider benefit plan may provide for a different level of coverage for use of a nonpreferred provider if the referral is made by a preferred provider, provided that full disclosure of the difference is included in the plan and the written description as required by §3.3705(b) of this title (relating to Readability and Mandatory Disclosure Requirements); and

[ (7)

all health insurance policies, health benefit plan certificates, endorsements, amendments, applications or riders shall be written in plain language, must be in a readable and understandable format and must comply with Texas Department of Insurance rules found in Subchapter G of this chapter (relating to Plain Language Requirements for Health Benefit Policies). The insurer shall provide to a prospective group contract holder and prospective insured upon request an accurate written description of the terms and conditions of the policy to allow the prospective group contract holder or prospective insured to make comparisons and informed decisions before selecting among health care plans. The written description must be in a readable and understandable format, by category, and must include a clear, complete and accurate description of these items in the following order:]

[ (A)

a statement that the entity providing the coverage is an insurance company, the name of the insurance company, and that the insurance contract contains preferred provider benefits;]

[ (B)

a toll free number, unless exempted by statute or rule, and address for the prospective group contract holder or prospective insured to obtain additional information;]

[ (C)

an explanation of the distinction between preferred and nonpreferred providers;]

[ (D)

all covered services and benefits, including payment for services of a preferred provider and a nonpreferred provider, and prescription drug coverage, both generic and name brand;]

[ (E)

emergency care services and benefits and information on access to after-hours care;]

[ (F)

out of area services and benefits;]

[ (G)

an explanation of the insured's financial responsibility for payment for premiums, deductibles, coinsurance or any other out-of-pocket expenses for noncovered or nonpreferred services;]

[ (H)

any limitations and exclusions, including the existence of any drug formulary limitations, and any limitations regarding preexisting conditions;]

[ (I)

any prior authorizations, including preauthorization review, concurrent review, post-service review, and postpayment review and any penalties or reductions in benefits resulting from the failure to obtain any required authorizations;]

[ (J)

provision for continuity of treatment in the event of termination of a preferred provider's participation in the plan;]

[ (K)

summary of complaint resolution procedures, if any, and a statement that the insurer is prohibited from retaliating against the insured because the insured or other person has filed a complaint on behalf of the insured and against a physician or provider who, on behalf of the insured, has reasonably filed a complaint against the insurer or appealed a decision of the insurer;]

[ (L)

a current list of preferred providers and complete descriptions of the provider networks, including names and locations of physicians and health care providers, and a disclosure of which preferred providers will not accept new patients;]

[ (M)

service area;]

[ (8)

a copy of the written description of the terms and conditions of the policy to be made available to prospective group contract holders and prospective insureds as required in paragraph (5) of this section shall be filed with the department. A current list of preferred providers and the insurer's service area shall be filed with the department annually by June 1;]

[ (9)

the health insurance policy and all promotional, solicitation, and advertising material concerning the health insurance policy shall clearly describe the distinction between preferred and nonpreferred providers. Any illustration of preferred provider benefits must be in close proximity to an equally prominent description of basic benefits. A list of preferred providers shall be distributed to all prospective insureds. Any change in the list of preferred providers shall be provided to all insureds no less than annually to all insureds. Unless exempted by statute or rule, the insurer shall provide to each insured a toll free number to be maintained 40 hours per week during regular business hours that the insured can call to obtain a current up-to-date list of preferred providers;]

[ (10)

no insurer, or agent or representative thereof, may cause or permit the use or distribution of prospective insured information which is untrue or misleading;]

(12)

[ (11) ] both preferred provider benefits and basic level benefits must be reasonably available to all insureds within a designated service area . [ ; ]

(b)

[ (12) ] Payment [ payment ] by the insurer shall be made for services of a nonpreferred provider in the same prompt and efficient manner as to a preferred provider.

[ (13)

the insurer will make a good faith effort to have a mix of for-profit, non-profit, and tax-supported institutional providers under contract as preferred providers in the plan's service area to afford all persons insured under such plan freedom of choice in the selection of institutional providers at which they will receive care, unless such a mix proves to be not feasible due to geographic, economic, or other operational factors. In addition, special consideration shall be given to contracting with teaching hospitals and hospitals providing indigent care or care for uninsured individuals as a significant percentage of their overall patient load.]

(c)

An insurer shall not engage in retaliatory action against an insured, including cancellation of or refusal to renew a policy, because the insured or a person acting on behalf of the insured has filed a complaint against the insurer or a preferred provider or has appealed a decision of the insurer.

(d)

In addition to the requirements for availability of preferred providers set forth in Insurance Code Article 3.70-3C §8 (Preferred Provider Benefit Plans), any insurer offering a preferred provider benefit plan shall make a good faith effort to have a mix of for-profit, non-profit, and tax-supported institutional providers under contract as preferred providers in the service area to afford all insureds under such plan freedom of choice in the selection of institutional providers at which they will receive care, unless such a mix proves to be not feasible due to geographic, economic, or other operational factors. An insurer shall give special consideration to contracting with teaching hospitals and hospitals that provide indigent care or care for uninsured individuals as a significant percentage of their overall patient load.

§3.3705.Readability and Mandatory Disclosure Requirements.

(a)

All health insurance policies, health benefit plan certificates, endorsements, amendments, applications or riders shall be written in a readable and understandable format that meets the requirements of §3.602 of this title (relating to Plain Language Requirements for Health Benefit Policies).

(b)

The insurer shall, upon request, provide to a current or prospective group contract holder or a current or prospective insured an accurate written description of the terms and conditions of the policy which allows the current or prospective group contract holder or current or prospective insured to make comparisons and informed decisions before selecting among health care plans. An insurer may utilize its handbook to satisfy this requirement provided that the insurer complies with all requirements set forth in this subsection including the level of disclosure required. The written description must be in a readable and understandable format, by category, and must include a clear, complete and accurate description of these items in the following order:

(1)

a statement that the entity providing the coverage is an insurance company, the name of the insurance company, and that the insurance contract contains preferred provider benefits;

(2)

a toll free number, unless exempted by statute or rule, and address to enable a current or prospective group contract holder or a current or prospective insured to obtain additional information;

(3)

an explanation of the distinction between preferred and nonpreferred providers;

(4)

all covered services and benefits, including payment for services of a preferred provider and a nonpreferred provider, and prescription drug coverage, both generic and name brand;

(5)

emergency care services and benefits and information on access to after-hours care;

(6)

out-of-area services and benefits;

(7)

an explanation of the insured's financial responsibility for payment for any premiums, deductibles, copayments, coinsurance or other out-of-pocket expenses for noncovered or nonpreferred services;

(8)

any limitations and exclusions, including the existence of any drug formulary limitations, and any limitations regarding preexisting conditions;

(9)

any prior authorizations, including preauthorization review, concurrent review, post-service review, and postpayment review and any penalties or reductions in benefits resulting from the failure to obtain any required authorizations;

(10)

provisions for continuity of treatment in the event of termination of a preferred provider's participation in the plan;

(11)

a summary of complaint resolution procedures, if any, and a statement that the insurer is prohibited from retaliating against the insured because the insured or another person has filed a complaint on behalf of the insured, or against a physician or provider who, on behalf of the insured, has reasonably filed a complaint against the insurer or appealed a decision of the insurer;

(12)

a current list of preferred providers and complete descriptions of the provider networks, including names and locations of physicians and health care providers, and a disclosure of which preferred providers will not accept new patients; and

(13)

the service area.

(c)

A copy of the written description required in subsection (b) of this section shall be filed with the department with the initial filing of the preferred provider benefit plan and at any time a material change is made in the information required in subsection (b).

(d)

The preferred provider benefit plan and all promotional, solicitation and advertising material concerning the preferred provider benefit plan shall clearly describe the distinction between preferred and nonpreferred providers. Any illustration of preferred provider benefits must be in close proximity to an equally prominent description of basic benefits.

(e)

No insurer, or agent or representative of an insurer, may cause or permit the use or distribution of information which is untrue or misleading.

(f)

A current list of preferred providers shall be distributed to all prospective insureds, and to all insureds no less than annually, and shall be filed with the department by June 1 of each year.

(g)

Unless exempted by statute or rule, the insurer shall provide to each insured a toll free number to be maintained 40 hours per week during regular business hours that the insured can call to obtain a current, up-to-date list of preferred providers.

§3.3706.Designation as a Preferred Provider, Decision to Withhold Designation, Termination of a Preferred Provider, Review of Process.

(a)

Physicians, practitioners, institutional providers, and health care providers other than physicians, practitioners, and institutional providers, if such other health care providers are included by an insurer as preferred providers, licensed to treat injuries or illnesses or to provide services covered by the preferred provider benefit plan and that comply with the terms and conditions established by the insurer for designation as preferred providers, shall be eligible to apply for and be afforded a fair, reasonable and equitable opportunity to become preferred providers.

(1)

An insurer initially sponsoring a preferred provider benefit plan shall notify all physicians and practitioners in the service area covered by the plan of its intent to offer the plan and of the opportunity to apply to participate.

(2)

Subsequently, an insurer shall annually notify all non-contracting physicians and providers in the service area covered by the plan of the existence of the plan and the opportunity to apply to participate in the plan.

(3)

An insurer shall, upon request, make available to any physician or health care provider information concerning the application process and qualification requirements for participation as a provider in the plan.

(4)

All notifications given by an insurer pursuant to this paragraph shall be made by publication or distributed in writing to each physician and practitioner in the same manner.

(b)

Designation as a preferred provider shall not be unreasonably withheld provided that, unless otherwise limited by the Insurance Code or rule promulgated by the department, an insurer may reject an application from a physician or health care provider on the basis that the preferred provider benefit plan has sufficient qualified providers.

(1)

An insurer shall provide written notice of denial of any initial application to a physician or health care provider which includes:

(A)

the specific reasons for the denial; and

(B)

in the case of physicians and practitioners, the right to a review of the denial as set forth in paragraph (2) of this subsection.

(2)

An insurer shall provide a reasonable review mechanism that incorporates, in an advisory role only, a review panel.

(A)

The review panel shall be composed of not less than three individuals selected by the insurer from the list of physicians or practitioners contracting with the insurer.

(B)

At least one of the three individuals on the review panel shall be a physician or practitioner in the same or similar specialty as the physician or practitioner requesting review unless there is no physician or practitioner in the same or similar specialty contracting with the insured.

(C)

The list of physicians or practitioners required by subparagraph (A) of this paragraph shall be provided to the insurer by the physicians or practitioners who contract with the insurer in the applicable service area.

(D)

The recommendation of the panel shall be provided upon request to the affected physician or practitioner.

(E)

In the event that the insurer makes a determination that is contrary to the recommendation of the panel, a written explanation of the insurer's determination shall be provided to the physician or practitioner upon request.

(c)

Before terminating a contract with a preferred provider, the insurer shall provide written notice of termination which includes:

(1)

the specific reasons for the termination; and

(2)

in the case of physicians or practitioners, notice of the right to request a review prior to termination conducted in the same manner as the review mechanism set forth in subsection (b)(2) of this section which includes the timelines set forth in subsections (d) and (e) for requesting review, except in cases involving:

(A)

imminent harm to patient health;

(B)

an action by a state medical or other physician licensing board or other government agency which impairs the physician's or practitioner's ability to practice medicine or to provide services; or

(C)

fraud or malfeasance.

(d)

To obtain a standard review of an insurer's decision to terminate him or her, a physician or practitioner shall:

(1)

make a written request to the insurer for a review of that decision within ten business days of receipt of notification of the insurer's intent to terminate him or her; and

(2)

deliver to the insurer within 20 business days of receipt of notification of the insurer's intent to terminate him or her, any relevant documentation the physician or practitioner desires the panel and insurer to consider in the review process.

(3)

The review process, including the recommendation of the panel and the insurer's determination as required by subsection (b)(2)(E) of this section, shall be completed and the results provided to the physician or practitioner within 60 calendar days of the insurer's receipt of the request for review.

(e)

To obtain an expedited review to obtain an expedited review of an insurer's decision to terminate him or her, a physician or practitioner shall:

(1)

make a written request to the insurer for a review of that decision within five business days of receipt of notification of the insurer's intent to terminate him or her; and

(2)

deliver to the insurer, within ten business days of receipt of notification of the insurer's intent to terminate him or her, any relevant documentation the physician or practitioner desires the panel to consider in the review process.

(3)

The expedited review process, including the recommendation of the panel and the insurer's determination as required by subsection (b)(2)(E) of this section, shall be completed and the results provided to the physician or practitioner within 30 calendar days of the insurer's receipt of the request for review.

(f)

Confidentiality of information concerning the insured.

(1)

An insurer shall preserve the confidentiality of individual medical records and personal information used in its termination review process. Personal information shall include, at a minimum, name, address, telephone number, social security number and financial information.

(2)

An insurer may not disclose or publish individual medical records or other confidential information about an insured without the prior written consent of the insured or unless otherwise required by law. An insurer may provide confidential information to the advisory panel for the sole purpose of performing its advisory review function. Information provided to the advisory panel shall remain confidential.

(g)

Notice to insureds.

(1)

If a physician or practitioner is terminated for reasons other than at the preferred provider's request, an insurer shall not notify insureds of the termination until the effective date of the termination or at such time as a review panel makes a formal recommendation regarding the termination, whichever is later.

(2)

If a physician or provider voluntarily terminates the physician's or provider's relationship with an insurer, the insurer shall provide assistance to the physician or provider in assuring that the notice requirements are met as required by §3.3703(a)(18) of this title (relating to Contracting Requirements).

(3)

If a physician or practitioner is terminated for reasons related to imminent harm, an insurer may notify insureds immediately.

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

Filed with the Office of the Secretary of State on December 22, 1998.

TRD-9818550

Lynda H. Nesenholtz

General Counsel and Chief Clerk

Texas Department of Insurance

Earliest possible date of adoption: February 7, 1999

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