TITLE 1.ADMINISTRATION

Part 4. OFFICE OF THE SECRETARY OF STATE

Chapter 79. CORPORATIONS

Subchapter C. ENTITY NAMES

1 TAC §§79.31, 79.32, 79.34, 79.39, 79.41, 79.43 - 79.46, 79.48, 79.51 - 79.53

The Office of the Secretary of State (the Secretary of State) proposes to amend Chapter 79, Subchapter C, concerning entity names. Specifically, the Secretary of State proposes amendments to §§79.31, 79.32, 79.34, 79.39, 79.41, 79.43 - 79.46, 79.48, and 79.51 - 79.53.

The amendments are required to update terminology and to reflect current data entry procedures regarding entity names; to clarify procedures with regard to the requirement and submission of a letter of consent for the use of a similar entity name; to provide clearer examples of conflicting and non-conflicting entity names, and to conform rules to legislation passed by the 78th Legislature, Regular Session.

The proposed amendments to §79.31, which relates to the characters of print acceptable in a proposed entity name, are required to more specifically identify the capabilities and limitations in the entry of entity names into the present computer system maintained by the Secretary of State. The proposed amendments to §79.32 clarify the examples provided regarding a name that implies a purpose that would be unlawful for the proposed business entity. The proposed amendment to §79.34 is a conforming amendment to reflect the additional term of organization for limited partnerships effected by House Bill 1637, 78th Legislature, 2003, Regular Session. The proposed amendments to §79.39 clarify the circumstances and conditions under which a proposed entity name would be deemed to be deceptively similar to an existing entity name. The amendments to §79.41 provide more specific information regarding procedures relating to the request and submission of a letter of consent for use of a similar entity name. The proposed amendments to §79.43, which identifies the conditions that determine when a proposed entity name would require a letter of consent from an existing entity, are necessary to address the increased use of Internet locator designations in entity names and to clarify the conditions and circumstances requiring the submission of a letter of consent for formation of an entity with a similar entity name. The proposed amendments to §79.44 clarify the examples provided regarding entity names consisting in whole or in part of initials or letters of the alphabet. The proposed amendments to §79.45 expand the examples and comparisons of entity names comprised in whole or in part of surnames. The amendments to §79.46 clarify that the exceptions provided for entity names of churches also apply to ministries. The proposed amendments to §79.48 reflect the change in terminology used to identify an entity's inactive status. The proposed amendments to §79.51 and §79.52 are administrative in nature and address terminology used to identify the current organizational structure of Chapter 79. The proposed amendment to §79.53 provides a more useful example regarding use of a term restricted by the International Olympic Committee or the United States Olympic Committee.

Carmen Flores, Legal Counsel for the Business and Public Filings Division of the Office of the Secretary of State, has determined that for each year of the first five years that the sections are in effect there will be no fiscal implications to state or local governments as a result of enforcing or administering these sections.

Ms. Flores also has determined that for each year of the first five years the sections are in effect the public benefit anticipated as a result of enforcing or administering the sections as proposed will be to provide additional information, clarification, and guidance to persons seeking to form a domestic corporation, limited liability company, or limited partnership or to register a foreign corporation, limited liability company, or limited partnership regarding the statutory requirements relating to entity name availability and entity name standards. There will be no effect on small or micro businesses. There is no anticipated economic cost to persons who are required to comply with the proposed rules.

Comments on the proposed rules may be submitted to: Carmen Flores, Legal Counsel for the Business and Public Filings Division, Office of the Secretary of State, P.O. Box 13697, Austin, Texas 78711-3697. Comments must be received not later than the 30th day after the issue date of the Texas Register in which this proposal appears.

The amended sections are proposed under Article 9.03 of the Texas Business Corporation Act and Article 1396-9.04 of the Texas Non-Profit Corporation Act, which provide the Secretary of State with the power and authority reasonably necessary to efficiently administer the Acts and to perform the filing responsibilities imposed upon the Secretary of State.

The amended sections affect: Articles 2.05 and 8.03 of the Texas Business Corporation Act; Article 1396-2.04 and Article 1396-8.03 of the Texas Non-Profit Corporation Act; Articles 2.03 and 7.03 of Article 1528n, Texas Limited Liability Company Act, and §1.03 of Article 6132a-1, Texas Revised Limited Partnership Act.

§79.31.Characters of Print Acceptable in Names.

(a) Entity names may consist of letters of the Roman alphabet, Arabic numerals, and certain symbols capable of being reproduced on a standard English language typewriter, or combination thereof.

(b) No [ Only upper case or capital letters, with no ] distinction as to type face or font in the presentation of an entity name [ , ] will be recognized. Subscript or superscript characters cannot be entered into the computer records of the secretary of state; consequently, such characters will not appear above or below the other characters in the entity name. Example: H 2 O will appear as H2O. The secretary of state however will recognize the use of either upper or lower case letters in the presentation of the entity name.

(c) Arabic numerals include 0, 1, 2, 3, 4, 5, 6, 7, 8, and 9.

(d) The symbols recognized as part of a name may include ! " $ % ' ( ) * ? # = @ [ ] / + & and -.

§79.32.False Implication of Governmental Affiliation; False Implication of Purpose.

(a) The entity name may not be one that might falsely imply governmental affiliation (example: Texas Real Estate Commission, Inc.).

(b) The entity name may not imply a purpose that [ which ] would be unlawful for the entity to conduct.

(1) The words [ word ] "insurance" or "surety" must be accompanied by other words that [ which ] remove the implication that the entity purpose is to be an insurer. The name may include the phrase "insurance agency , " [ or ] "insurance agent ," "surety agency," or "surety agent ."

(A) Example: John Hancock Insurance Company or A-1 Surety Company would not be filed.

(B) Example: John Hancock Insurance Agency, Inc.[ , ] or A-1 Surety Agents, Company would be filed.

(2) The words "bail bond" [ and "surety" ] imply an unlawful purpose as entities with these powers must be organized under the Texas Insurance Code and these words may not be used in the name of a business entity.

[ (A) ] Example: Ace Bail Bonds, Inc. would not be filed.

[ (B) Example: A-1 Surety Company.]

§79.34.Words of Incorporation or Organization.

(a) Words of incorporation include "company," "corporation," "incorporated," and, in the case of a foreign corporation, "limited," and their acceptable abbreviations. The acceptable abbreviations are, respectively: "Co.," "Corp.," "Inc.," and "Ltd." The words "companies," "corporations," "incorporation," and "unlimited" when used alone do not satisfy the statutory requirements for words of incorporation.

(b) Words of organization of a domestic or foreign limited partnership include "limited partnership," "limited," and their acceptable abbreviations. The acceptable abbreviations are, respectively: "L.P. , " "LP," or "Ltd." The words "limited partnerships" or other variations of the statutory terms when used alone are not acceptable.

(c) The words of organization of a domestic or foreign limited liability company are "Limited Liability Company" or "Limited Company." The acceptable abbreviations are: "L.L.C.," "LLC," "LC," or "L.C." In addition, the word "Limited" may be abbreviated as "Ltd." or "LTD" and the word "Company" may be abbreviated as "Co." The words "Limited" or "Company" or other variations of the statutory terms when used alone are not acceptable.

(d) The words of organization of a domestic or foreign professional limited liability company are "Professional Limited Liability Company." The acceptable abbreviations are: "P.L.L.C." or "PLLC."

(e) Neither the words nor the abbreviations of the words of incorporation or organization listed in subsections (a), (b), (c), or (d) of this section may be used as a sufficient basis to distinguish among otherwise deceptively similar or same names.

§79.39.Deceptively Similar Name.

A proposed entity name is deemed to be deceptively similar to an entity name on file if any of the following conditions exist.

(1) The difference in the names consists in the use of different words of incorporation or organization. Example: Sampson, Inc., is deceptively similar to Sampson Corporation.

(2) The difference in names consists in the use of different articles, prepositions, or conjunctions [ particles of speech ]. Example: The Slaughter Co. is deceptively similar to Slaughter Co.

(3) The difference consists in the use of periods, spaces, or other spacing symbols that do not alter the names sufficiently to make them readily distinguishable [ and symbols ].

(A) Example: The following names are deceptively similar:

(i) AGX Corp.;

(ii) A G X Corp;

(iii) A.G.X. Corp;

(iv) AG*X* Corp;

(v) A/G/X Corp; [ AG&X Corp; ]

[ (vi) A&GX Corp;]

(vi) [ (vii) ] AG-X Corp.

(B) Example: Fair View Rest Home, Inc., is deceptively similar to Fairview Rest Home, Inc.

(C) Example: A and B Trucking, Inc. is not deceptively similar to AB Trucking, LLC.

(D) Example: Double X Tire Company is not deceptively similar to XX Tires, Inc., and neither Double X Tire Company nor XX Tires, Inc. is deceptively similar to 2X Tires Incorporated.

(4) The difference consists in the presence or absence of letters that [ which ] do not alter the names sufficiently to make them readily distinguishable. This includes the use of singular, plural or possessive terms. [ This applies to names that are spelled differently, but sound alike when spoken thus making the names difficult to distinguish upon hearing. ]

(A) Example: Exon, Exxonn, [ or ] Exxons , or Exxon's are deceptively similar to Exxon.

(B) Example: Centennial Alarm Systems Corp. is deceptively similar to Centennial Alarm System Company. [ Sentennial Alarm Systems, Inc. ]

(C) Example: Medina Media Cabinets LLC is deceptively similar to Meddina's Media Cabinets, Inc.

[ (C) Example: Chemtech Corporation is deceptively similar to Kemtek Incorporated.]

[ (D) Example: AA Trucking is deceptively similar to Double A Trucking.]

[ (E) Example: Four Winds, Inc., is deceptively similar to 4 Winds Corp. and IV Winds Inc.]

(5) The names are spelled differently or use alternative symbols, but sound alike when spoken, thus making the names phonetic equivalents and difficult to distinguish upon hearing.

(A) Example: Chemtech Corporation is deceptively similar to Kemtek Incorporated.

(B) Example: A and A Trucking, Inc. is deceptively similar to A & A Trucking Company.

(C) Example: Four Winds, Inc. is deceptively similar to 4 Winds Corp. and IV Winds Ltd.

(6) The difference in names consists of the use of common abbreviations or acronyms for the same term.

(A) Example: Johnson Bros. Company is deceptively similar to Johnson Brothers Company.

(B) Example: The Commons Northwest, Inc. is deceptively similar to The Commons NW, Company.

(C) Example: Central Texas Hideaways, LLC is deceptively similar to CenTex Hideaways, Inc.

(D) Example: DFW Carpet Cleaning, Inc. is deceptively similar to Dallas-Fort Worth Carpet Cleaning Company.

§79.41.Similar Requiring Letter of Consent Acceptable with Letter.

(a) A proposed name which is deemed to be similar requiring letter of consent cannot be filed without a letter of consent. No waiver of a required letter of consent will be allowed even though it may appear that the existing entity is not actively engaged in business, is about to change its name, be dissolved, forfeited, or merged out of existence.

(b) The letter of consent must accompany the document to which the consent relates at the time of submission.

(c) Upon the simultaneous submission of documents relating to the formation of two or more related entities, consent for the use of a name that would be considered similar requiring consent will be implied. Example: No letter of consent is required for the simultaneous formation of ABC Ventures, Ltd., a Texas limited partnership, and its general partner, ABC Ventures GP, LLC.

(d) If proposed entity name conflicts with more than one entity name, the secretary of state will request that the letter of consent be obtained from the entity with the longest continuous use of the entity name as determined by the records of the secretary of state.

§79.43.Similarity of Names Requiring Letter of Consent.

A proposed entity name is similar to an existing name and requires a letter of consent if any of the following conditions exists.

(1) The proposed entity name is the same as, or deceptively similar to, an entity name on file except for a geographical designation at the end of the name. For purposes of this paragraph, geographic designation includes the recognized name or abbreviation of a city, county, state, country, lake or ocean, a region (Permian Basin, Metroplex, Central Texas, etc.), a recognized subdivision within the state, a continent, or a compass point of reference. For purposes of this section, the term geographic designation does not include street names or non-specific location terms such as "International," "Gulf," or "Central."

(A) Example: Bull and Bear Club of San Antonio would need a letter of consent from Bull and Bear Club.

(B) Example: San Antonio Bull and Bear Club would not need a letter of consent from Bull and Bear Club.

(C) Example: Acme, Ltd. would need a letter of consent from Acme Southwest, Inc.

(D) Example: Exhibits International, LLC would not need a letter of consent from Exhibits, Inc.

(E) TempStaff, Inc. would need a letter of consent from TempStaff of Central Texas, Limited Partnership.

(2) The first two or more words of a proposed entity name are the same as, or deceptively similar to, the first two words of an entity name on file, and are not frequently used in combination.

(A) Example: Houston Service and Supply, Inc., would need a letter of consent from Houston Service, Inc.

(B) Example: Sunset Oil Co. would need a letter of consent from Sunset Oil and Gas, Inc.

(C) Example: First Texas Mortgage and Title Company would need a letter of consent from First Texas Mortgage Company.

(D) Example: Hot Dog Publications, Inc., would not need a letter of consent from Hot Dog Enterprises Corp.

[ (E) Example: Acme Electric Corporation would need a letter of consent from Acme Electrical, Inc.]

(3) The proposed entity name is the same as, or deceptively similar to, an entity name on file except for a numerical expression which implies that the proposed entity is an affiliate of or in a series with the existing entity. Example: A letter of consent from an existing entity named United Company would be required in order to file any of the following:

(A) United IV;

(B) United No. 7;

(C) United Phase Two ; [ . ]

(D) United 2005.

(4) If the entity name on file has only one significant word and the proposed entity name consists of the same word followed by some other significant word, the proposed entity name is not similar requiring letter of consent. Example: A letter of consent from an existing entity named United Company would not be required in order to file any of the following:

(A) United Sales;

(B) United Service;

(C) United Supply;

(D) United Industries;

(E) United Associates;

(F) United International;

(G) United Systems;

(H) United Products;

(I) United Productions.

(5) The proposed entity name contains the same words as an existing entity name but the words are inverted.

(A) Example: Energy Ventures, Inc., would need a letter of consent from Ventures Energy Corp.

(B) Example: Austin Auto Parts, Inc., would need a letter of consent from Auto Parts of Austin, Incorporated.

(6) The difference in the names consists in the use of the term "companies." Example: Satterwhite Companies, Ltd. would need a letter of consent from Satterwhite Corporation.

(7) The proposed entity name is the same as or deceptively similar to that of an existing entity name except for an Internet locator designation at the end or at the beginning of the name.

(A) Example: BusinessWorks.com, Inc. would need a letter of consent from Business Works, L.P.

(B) Example: WWW.ARTBEAT Company would need a letter of consent from ArtBeats, LLC.

(8) The difference in names consists of words or contractions of words that are derived from the same root word and there is no other distinguishing word in the name.

(A) Example: Magic Show, Inc. would need a letter of consent from Magical Show, Ltd.

(B) Example: Management Education Incorporated would need a letter of consent from Management.edu L.P.

(C) Example: Acme Electrical Products Incorporated would not need a letter of consent from Acme Electric Company.

§79.44.Alphabet Names.

Where a name or a unit of names consists of initials only or letters of the alphabet, the combination of initials will be considered as one word for the purpose of applying name availability rules.

(1) Example: The following are different "words" and are not considered to be similar:

(A) A & A;

(B) AA [ AAA ];

(C) AAA [ AAAA ];

(D) ABA [ A & B ];

(E) AAB . [ ; ]

[ (F) AAAC.]

(2) Example: A & B Supply is not similar when compared to A & B, Inc.

(3) Example: A+A [ AA ] Car Rental, Inc.[ , ] is deceptively similar to A & A [ Double A ] Car Rental, Corp.

(4) Example: A and B Trucking, Inc. is not similar when compared to AB Trucking, LLC.

§79.45.Surnames.

(a) A surname is considered to be a "word." Where a proposed entity name contains a surname as the second "word" and contains a given name or initials as a first "word" which is different from the first "word" of an existing entity, the name is not similar.

(1) Example: E. G. Williams Electric Company is not similar when compared to Williams Electric Company.

(2) Example: Jim Smith, Inc., is not similar when compared to Smith, Inc.

(3) Example: Ralph A. Johnson, Inc., is not similar when compared to Ralph Johnson, Inc.

(b) The use of a surname, or surnames, as part of a proposed entity name is not similar if there is some other sufficient basis for distinction of the two entity names.

(1) Example: Davis & Davis, P.C., is not similar when compared to Davis & Davis Publication, Inc.

(2) Example: Allyn Investments, Inc. is not similar when compared to Allan Investments Group, LLC.

(3) Example: Brown Manufacturing Company is deceptively similar to Brown's Manufacturing, Ltd.

(4) Example: Davis & Davis Publications, Inc. is not similar when compared to Davis Publications Company.

(5) Example: John Brown Manufacturing Company is not similar when compared to John Brown Sales, Inc.

(6) Example: Flores Family Company is not similar when compared to Flores Family Foundation.

(7) Example: Conlee Construction Company is not similar when compared to Conley Construction Incorporated.

(8) Example: Parson & Parson Company would need a letter of consent from Parson & Parson - Dallas, Inc.

§79.46.Exception for Churches and Ministries .

Entity names of churches will not be considered similar if there is some sufficient basis for distinguishing the name from an existing entity name.

(1) Example: First Baptist Church of Wimberley is not similar when compared to First Baptist Church of Austin.

(2) Example: God in Heaven Ministries is not similar when compared to God in Heaven Church.

§79.48.Matters Not Considered.

Only the proposed entity name, the current names of active (not revoked, cancelled, merged, [ dead, ] dissolved, or forfeited) entities, name reservations, and name registrations for entities on file are considered in determining the availability of the entity name for purposes of filing with the secretary of state. Among matters not considered are the following:

(1) whether the purpose of a proposed entity is the same as or similar to the purpose of an existing entity;

(2) whether the entities will be carrying out activities in the same or nearby locations;

(3) whether an analogous situation has previously been acted upon by the Corporations Section;

(4) whether an "opinion" as opposed to a final determination has previously been expressed by an employee of the secretary of state in response to an oral or written request;

(5) whether an existing entity is actively engaged in business, or has a telephone listing, or a location of a place of business;

(6) whether an existing entity is about to change its name, or be dissolved, or merged out of existence;

(7) whether a response to an inquiry can be obtained from an existing entity;

(8) whether the applicant has ordered stationery, opened a bank account, signed a contract, or otherwise altered his position in the expectation, hope, or belief that the proposed name would be available;

(9) whether the applicant is more or less important, extensive, widely known, or influential than an existing entity;

(10) whether the applicant has a prior or superior right to the use of a name apart from what might be shown on inspection of the names of active entities on file in the entity records of the secretary of state;

(11) whether infringement or unfair trade practice has occurred or might occur;

(12) whether an existing entity has filed [ fled ] for or intends to file for bankruptcy; or

(13) whether an applicant's submission of a document relating to the entity name at issue was prior to the submission of the document effecting the conflicting existing name.

§79.51.Limited Partnerships.

The name of a limited partnership as stated in its certificate of limited partnership, a reserved or registered name, or the name under which a foreign limited partnership is permitted to register in Texas as contained in its application for registration as a foreign limited partnership, is governed by the sections of this subchapter [ under this undesignated head ].

§79.52.Limited Liability Companies.

The name of a limited liability company as stated in its articles of organization, a reserved or registered name, or the name under which a foreign limited partnership is permitted to register to do business in Texas as contained in its application for registration as a foreign limited liability company is governed by the sections of this subchapter [ under this undesignated head ].

§79.53.Restricted Words.

An entity name cannot include the words, "Olympic," "Olympiad," or "Citius Altius Fortius," or a combination or simulation of those words or use a trademark, trade name, symbol or insignia of the International Olympic Committee or the United States Olympic Committee without the authorization or permission of the United States Olympic Committee. Example: Olympian Tours, Inc. would require a letter of consent, authorization, or no objection from the United States Olympic Committee. Example: Olympic Construction Company [ Olympus MotorSports, LLC ] would require a letter of consent, authorization or no objection from the United States Olympic Committee.

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 June 4, 2004.

TRD-200403695

Lorna Wassdorf

Director, Business and Public Filings

Office of the Secretary of State

Earliest possible date of adoption: July 18, 2004

For further information, please call: (512) 463-5561


Part 15. TEXAS HEALTH AND HUMAN SERVICES COMMISSION

Chapter 371. MEDICAID AND OTHER HEALTH AND HUMAN SERVICES FRAUD AND ABUSE PROGRAM INTEGRITY

The Texas Health and Human Services Commission (the Commission) proposes a new Subchapter A ("Introduction") and a new Subchapter B ("Office of Inspector General") to implement the additions and revisions to state statutes passed in the 78th Legislature, 2003, through House Bills (HB) 2292 and 1743. The Commission proposes to repeal Subchapter F and the sections within Subchapter F. It also proposes amended, new, and repealed sections within Subchapter G in an effort to redesign and restructure the flow of the subchapter and ensure compliance with federal regulations and statutes at 42 Code of Federal Regulations (CFR), Parts 1001, 1002 and 455, the Texas Government Code, Part 531, Human Resources Code, Chapter 32, the Occupations Code, Part 102, and to implement the additions and revisions to state statutes passed through HB 2292 and 1743, all of which are designed to strengthen the state's ability to improve fraud and abuse detection, investigation, criminal referral and prosecution, and recovery of overpayments plus damages and penalties against Texas Medicaid and health and human services providers, recipients, and contractors. The rules provide an increased effort to identify fraud or abuse prior to payments being made to providers resulting in improved fiscal control of funds. HB 2292 and 1743 also established the Office of Inspector General (Inspector General) within the Commission and consolidate fraud, abuse, and waste investigations plus audit and other multiple compliance functions for Texas Medicaid and all health and human services under the Inspector General. The Commission proposes a title change of Chapter 371 to reflect the consolidation of program integrity functions within the Office of Inspector General and proposes a change to the title of Divisions 2 and 3 of Subchapter G to reflect the reorganization of the rules.

In Subchapter A, the Commission proposes new §371.1.

In Subchapter B, the Commission proposes new §§371.11, 371.13, 371.15, 371.17, 371.19, 371.21, 371.23, 371.25, 371.27, 371.29, 371.31, and 371.33.

In Subchapter F, the Commission proposes to repeal §§371.1501, 371.1503, 371.1505, 371.1507 and 371.1509.

In Subchapter G, Division 1, the Commission proposes to repeal §§371.1601, 371.1603, 371.1607, 371.1609, 371.1611, 371.1613, 371.1615, 371.1617, 371.1619, 371.1621, 371.1623, 371.1625, 371.1627, and 371.1629. The Commission proposes to amend §371.1605. The Commission proposes to add new §§371.1601, 371.1603, 371.1607, 371.1609, and 371.1611.

In Subchapter G, Division 2, the Commission proposes to add new §§371.1613, 371.1615, 371.1617, and 371.1619. The Commission proposes to repeal §§371.1641, 371.1643, and 371.1645.

In Subchapter G, Division 3, the Commission proposes to add new §§371.1629, 371.1631, and 371.1633. The Commission proposes to repeal §§371.1661, 371.1663, 71.1665, 371.1667, 371.1669, 371.1671, 371.1673, and 371.1675.

In Subchapter G, add a new Division 4, the Commission proposes to add new §§371.1643, 371.1645, 371.1647, 371.1649, 371.1651, 371.1653, 371.1655, 371.1657, 371.1659, 371.1661, 371.1663, 371.1665, 371.1667, 371.1669, 371.1671, 371.1673, 371.1675, 371.1677, 371.1679, 371.1681, 371.1683, 371.1685, 371.1687, and 371.1689.

In Subchapter G, add a new Division 5, the Commission proposes to add new §§371.1701, 371.1703, 371.1705, and 371.1707.

In Subchapter G, add a new Division 6, the Commission proposes to add new §§371.1721, 371.1723, 371.1725, 371.1727, 371.1729, 371.1731, 371.1733, 371.1735, 371.1737, 371.1739, and 371.1741.

Since one purpose of these revisions is to redesign and restructure the flow, the great majority of all language in the repealed sections is reflected in the new proposed sections in a rearranged form. There are some language changes to better clarify the intent of rules, regulations and statutes, and policies and procedures. The great majority of these, however, reflect current rules, regulation and statutes, and policies and procedures. There are several new rules to comply with the provisions of federal and state regulations and statutes as described above and to implement the new legislation contained in HB2292 and 1743.

Tom Suehs, Deputy Commissioner of Financial Services, has determined that for the first five years that the proposed rules and repeals are in effect, there will be a substantial cost savings for state government as a result of enforcing or administering the sections. The anticipated cost savings will come from additional automated and manual enforcement tools to detect fraud and abuse, additional tools to ensure the collection of overpayments and penalties identified, and consolidating fraud and abuse program integrity staff from various agencies allowing more flexibility to utilize resources more effectively and to the best benefit of the state. There should be cost savings to the state in the first two fiscal years 2004 and 2005 of approximately $78,335,428. There should be no impact on local government.

Mr. Suehs has also determined that for each year of the first five years the proposed rules and repeals are in effect, the public will benefit from adoption of the rules and repeals. The anticipated public benefit will be to ensure that Medicaid and other health and human service providers defrauding or abusing the programs or those providing inferior quality care will be identified, investigated, and excluded from participation and that overpayments and penalties are recovered to the state. There is no anticipated impact regarding access to care and there is no anticipation of any increased cost of compliance for any size business. There are no anticipated economic costs to persons who are required to comply with the proposed rules and repeals. There is no anticipated impact on local employment.

The Commission has determined that the proposed rules are not a "major environmental rule" as defined by §2001.0225, Government Code. The proposed rules are not specifically intended to protect the environment or reduce risks to human health from environmental exposure.

The Commission has determined that the proposed rules do not restrict or limit an owner's right to his or her property that would otherwise exist in the absence of governmental action and, therefore, do not constitute a taking under §2007.043 Government Code.

Written comments on the proposal may be submitted to Sharon Thompson, Director, Medicaid Integrity, Office of Inspector General, Texas Health and Human Services Commission, P.O. Box 13247, Austin, Texas 78711-3247 within 30 days of publication of this proposal in the Texas Register .

Subchapter A. INTRODUCTION

1 TAC §371.1

The new rule is proposed under §531.033 and §531.021, Texas Government Code, which provides the Commission with broad rulemaking authority; §32.021(a), (c), Human Resources Code, provides that the Commission shall adopt necessary rules for the proper and efficient administration of the medical assistance program; 531.102 establishes the Office of Inspector General (formerly the Office of Investigations and Enforcement) and imposes responsibility for investigation of fraud and abuse in the provision of health and human services and the enforcement of state law relating to the provision of those services; the rules specifically implement the provisions of HB2292 and 1743; 42 CFR §455.13 requires the Medicaid agency have methods and criteria for identifying suspected fraud and abuse cases and methods for investigating fraud and abuse, and referring cases for criminal prosecution; 42 CFR, Part 455 specifies all federal requirements of the Commission to provide for Medicaid fraud and abuse program integrity; 42 CFR §1002.2 provides authority for the Commission to exclude Medicaid providers from participation in the Medicaid program; 42 CFR Parts 1002 and 1001 provide all requirements relating to exclusion of providers; and various other state and federal statutes place requirements on the Commission to implement a fraud and abuse program integrity component. The proposed rules meet the mandates of the state and federal statutes delineated above and the state statutes above provide the Commission with broad rulemaking authority for the implementation of those mandates.

The proposed rule affects Chapter 531, Texas Government Code, and Chapter 32, Human Resources Code.

§371.1.Purpose and Scope.

Medicaid and other Health and Human Services program integrity requires that appropriate and medically necessary covered health care services be delivered safely by qualified active providers to eligible recipients in exchange for payment at rates and pursuant to codes and/or contractual terms established prior to the delivery of services. All services billed must be provided by providers who are enrolled as a provider and have signed a contract or provider agreement. Regardless of payment methodology, program requirements, established through federal and state statutes, federal regulations, administrative rules, program rules, policies, procedures and manuals, and official explanations of those rules, policies, procedures and manuals, prescribe and govern appropriate delivery of and payment for health care services and items within Medicaid and health and human services. The Health and Human Services Commission (the Commission), through the Commission's Office of Inspector General (the Inspector General), is the state agency responsible for ensuring the integrity of the Texas Medicaid program and enforcing state administrative law related to suspected fraud, abuse, overpayments, and waste in the provision of Medicaid and health and human services. Inspector General staff are to pursue priority Medicaid and other health and human services fraud and abuse cases. This chapter sets forth the types of review, investigation, and audits performed by the Commission to ensure program integrity, as well as the Commission's administrative enforcement and appeals procedures triggered by suspected program violations.

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 June 7, 2004.

TRD-200403703

Steve Aragón

General Counsel

Texas Health and Human Services Commission

Earliest possible date of adoption: July 18, 2004

For further information, please call: (512) 424-6576


Subchapter B. OFFICE OF INSPECTOR GENERAL

1 TAC §§371.11, 371.13, 371.15, 371.17, 371.19, 371.21, 371.23, 371.25, 371.27, 371.29, 371.31, 371.33

The new rules are proposed under §531.033 and §531.021, Texas Government Code, which provides the Commission with broad rulemaking authority; §32.021(a), (c), Human Resources Code, provides that the Commission shall adopt necessary rules for the proper and efficient administration of the medical assistance program; 531.102 establishes the Office of Inspector General (formerly the Office of Investigations and Enforcement) and imposes responsibility for investigation of fraud and abuse in the provision of health and human services and the enforcement of state law relating to the provision of those services; the rules specifically implement the provisions of HB2292 and 1743; 42 CFR §455.13 requires the Medicaid agency have methods and criteria for identifying suspected fraud and abuse cases and methods for investigating fraud and abuse, and referring cases for criminal prosecution; 42 CFR, Part 455 specifies all federal requirements of the Commission to provide for Medicaid fraud and abuse program integrity; 42 CFR §1002.2 provides authority for the Commission to exclude Medicaid providers from participation in the Medicaid program; 42 CFR Parts 1002 and 1001 provide all requirements relating to exclusion of providers; and various other state and federal statutes place requirements on the Commission to implement a fraud and abuse program integrity component. The proposed rules meet the mandates of the state and federal statutes delineated above and the state statutes above provide the Commission with broad rulemaking authority for the implementation of those mandates.

The proposed rules affect Chapter 531, Texas Government Code, and Chapter 32, Human Resources Code.

§371.11.Purpose and Scope.

(a) The Office of Inspector General (the Inspector General) is a division within the Health and Human Services Commission (the Commission). The Inspector General is responsible for the investigation of fraud and abuse in the provision of health and human services and the enforcement of state law relating to the provision of those services. The office administers program integrity and enforces program violations to the extent of applicable law governing Medicaid and the provision of other health and human services. This includes pursuing Medicaid and other health and human services fraud, abuse, overpayment, and waste. To accomplish this, the Inspector General has established several review processes to distinguish payment discrepancies that can be corrected through routine payment adjustment from those suspected to result from program violation requiring investigation and possible administrative enforcement or judicial action.

(b) The Inspector General establishes objectives and priorities for the office that emphasize:

(1) coordinating investigative efforts to aggressively recover funds;

(2) allocating resources to cases that have the strongest supportive evidence and the greatest potential for recovery of money; and

(3) maximizing opportunities for referral of cases to the Office of the Attorney General.

(c) In addition to performing functions and duties otherwise provided by law, the Inspector General may:

(1) assess administrative penalties otherwise authorized by law on behalf of the Commission or a health and human services agency;

(2) request that the attorney general obtain an injunction to prevent a person from disposing of an asset identified by the Inspector General as potentially subject to recovery by the Inspector General due to the person's fraud or abuse;

(3) provide for coordination between the Inspector General and special investigative units formed by managed care organizations or entities with which managed care organizations contract to identify and investigate fraudulent claims and other types of program abuse by recipients and providers, and approve the plan of the special investigative units to prevent and reduce fraud and abuse;

(4) audit the use and effectiveness of state or federal funds, including contract and grant funds, administered by a person or state agency receiving the funds from a health and human services agency;

(5) conduct investigations relating to the funds described by paragraph (4) of this subsection; and

(6) recommend policies promoting economical and efficient administration of the funds described by paragraph (4) of this subsection and the prevention and detection of fraud and abuse in the administration of those funds.

(d) The Inspector General may require employees of health and human services agencies to provide assistance to the Inspector General in connection with its duties relating to the review, investigation, and audit of fraud, abuse, and overpayment in the provision of health and human services.

(e) The Inspector General is entitled to access to any information maintained by a health and human services agency, including internal records, relevant to the functions of the office. This chapter sets forth the types of activities performed by the Inspector General to ensure program integrity.

(f) The Commission may obtain any information or technology necessary to enable the Inspector General to meet its responsibilities as mandated by state statute.

§371.13.Statutory Authority.

The statutory authority for this subchapter is provided by Texas Human Resources Code, Chapters 32 and 36, Texas Government Code §531.001 et seq., Texas Occupations Code, Chapter 102, 42 United States Code, 42 Code of Federal Regulations, and the Social Security Act.

§371.15.Confidentiality of Investigation Records.

All information and materials subpoenaed or compiled by the Inspector General in connection with an investigation are confidential and not subject to disclosure under Chapter 552 of the Texas Open Records Act, and not subject to disclosure, discovery, subpoena, or other means of legal compulsion for their release to anyone other than the Inspector General or its employees or agents involved in the investigation conducted by the Inspector General, except that this information may be disclosed to the Office of the Attorney General and law enforcement agencies.

§371.17.Detection.

The Inspector General utilizes automation as well as other techniques to detect and identify program violations and possible fraud, abuse, and overpayments. These automated detection systems are mandated by state and federal statutes. One automated system is additionally required to utilize neural network and learning technologies. These systems detect patterns of inappropriate billing from which an overpayment is identified immediately without the need for additional investigation. They also detect anomalous billing and service patterns, which then require investigation for evidence of program violations.

§371.19.Investigation.

The Inspector General initiates preliminary investigations as the result of potential cases of fraud, abuse, or overpayments detected through the automation detection tools, complaints, or referrals. If as the result of a preliminary investigation, it is determined that a full-scale investigation is necessary, Inspector General investigators will develop all pertinent facts and evidence to identify persons defrauding and abusing Medicaid and other health and human service programs. During such investigations, it may be necessary for the Inspector General to secure patient medical records, other pertinent provider files, and files for which access may be denied. For this instance, the Inspector General has been granted subpoena authority to subpoena records and documents necessary and pertinent to fraud and abuse cases.

§371.21.Subpoena Authority.

(a) The Inspector General may, upon a determination of good cause, and with the approval of the Executive Commissioner or the Executive Commissioner's designee, issue a subpoena, in connection with an investigation conducted by the Inspector General, to compel the attendance of a relevant witness or the production of relevant evidence as determined by the Inspector General. "Good cause" will be determined from the specific circumstances of the investigation. Circumstances that may result in a determination of "good cause" include, but are not limited to, the following situations:

(1) A provider's failure to comply with an OIG investigative demand for the attendance of a relevant witness or the production of relevant evidence;

(2) A provider's past history of failing to comply with an OIG investigative demand for the attendance of a relevant witness or the production of relevant evidence;

(3) A reasonable belief that, without the issuance of a subpoena, relevant evidence will be compromised;

(4) A determination that there is an immediate threat to the health or safety of a Medicaid recipient; or

(5) A substantial likelihood of loss of state or federal funds.

(b) The subpoena may be served personally or by certified mail. Failure to comply with a subpoena will result in the Inspector General, through the Attorney General, filing suit to enforce the subpoena in a state district court.

§371.23.Surety Bond.

(a) The Inspector General may require each provider of medical assistance in a provider type that has demonstrated significant potential for fraud or abuse to file, with the Inspector General, a surety bond in a reasonable amount. The amount of the surety bond shall not exceed the maximum amount allowed by state or federal law, plus the maximum amount of penalties allowed by state and federal law.

(b) The Inspector General will require a provider of medical assistance or person to file, with the Inspector General, a surety bond in a reasonable amount if the Inspector General identifies a pattern of suspected fraud or abuse involving criminal conduct relating to the provider's services under the program that indicates the need for protection against potential future acts of fraud or abuse. The amount of the surety bond shall not exceed the maximum amount allowed by state or federal law, plus the maximum amount of penalties allowed by state and federal law.

(c) The surety bond required of a provider or person, by the Inspector General, under subsections (a) and (b) of this section must be payable to the Commission to compensate the Commission for damages resulting from, or penalties or fines imposed in connection with, an act of fraud or abuse committed by the provider or person under the program.

(d) The Inspector General may require a provider of medical assistance or person to file, with the Inspector General, a surety bond in an amount and manner specified by the Inspector General. A surety bond may be required if the Inspector General identifies a pattern of suspected fraud or abuse that involves criminal conduct that relates to the provider's services under the program and that indicates the need for protection against potential loss of recoupment of overpayments, penalties, damages, or other debts assessed against the provider by the Inspector General, due to potential default of the provider or failure of the provider to reimburse the Inspector General assessed amounts. Among other reasons, a surety bond may be imposed in connection with a settlement agreement, a provisional, probationary, or closed end contract, or as a condition of reinstatement.

(e) Subject to subsections (f) or (g) of this section, the Inspector General may require each provider of medical assistance that establishes a resident's trust fund account to post a surety bond to secure the account. The bond must be payable to the Commission to compensate residents of the bonded provider for trust funds that are lost, stolen, or otherwise unaccounted for if the provider does not repay any deficiency in a resident's trust fund account to the person legally entitled to receive the funds.

(f) For that portion of a case involving a resident's trust fund accounts, the Inspector General will not require the amount of a surety bond posted for a single facility provider under subsection (e) of this section to exceed the average of the total average monthly balance of all of the provider's resident trust fund accounts for the 12-month period preceding the bond issuance or renewal date. This limitation does not apply to any other type of violations other than resident trust fund accounts.

(g) If an employee of a provider of medical assistance is responsible for the loss of funds in a resident's trust fund account, the resident, the resident's family, and the resident's legal representative are not obligated to make any payments to the provider that would have been made out of the trust fund had the loss not occurred.

(h) Failure by a provider or person to post a surety bond timely and as required by the Inspector General may result in imposition of any of the administrative actions or sanctions, as specified in §371.1631 and §371.1643, and/or imposition of damages and penalties, as specified in §371.1721 et seq. of subchapter G.

(i) Surety bonds required by the Inspector General are considered administrative actions. Administrative actions are further described in Subchapter G, §371.1629 and §371.1631 of this title.

§371.25.Injunction to Prevent Disposing of Assets and Application to Debts.

Based on the results of investigative findings and evidence that potential fraud or abuse exists and a potential overpayment, penalty, or damage has been identified, a method that may be used by the Inspector General, as a fiduciary for the state, is injunctive relief. The purpose of the injunctive relief is to ensure assets remain to reimburse the state monies owed such as recoupment of overpayments and assessed damages and penalties. The Inspector General may request that the Attorney General obtain an injunction to prevent a provider or person from disposing of an asset identified by the Inspector General as potentially subject to recovery by the Inspector General due to the provider's or person's fraud or abuse. Upon final resolution of the case, any funds derived from the forfeited asset(s), after offsetting any expenses attributable to the sale of those assets, will be applied, by the Inspector General, to the unpaid debt.

§371.27.Prohibition against Solicitation of Medicaid or CHIP Recipients.

(a) A provider or person who furnishes services, under the Medicaid program or Child Health Insurance Plan program, must comply with Chapter 102, Occupations Code.

(b) A provider or person is prohibited from offering to pay or agreeing to accept, directly or indirectly, overtly or covertly any remuneration in cash or in kind to or from another for securing or soliciting a patient or patronage for or from a person licensed, certified, or registered or enrolled as a provider or otherwise by a state health care regulatory or health and human service agency.

(c) A provider or person is prohibited from any of the provisions or actions relating to bribe, kickback, rebate, or inducement specified in Subchapter G, §371.1721 of this title.

(d) Providers or persons in violation of the prohibition against solicitation may be excluded from participation in the Medicaid and CHIP programs and may have their contract to participate cancelled.

§371.29.Random Prepayment Review.

The Inspector General may perform a random prepayment review of claims submitted by Medicaid providers for reimbursement to determine whether the claim involves fraud or abuse. Suspect claims identified through this process may result in:

(1) imposition of a recoupment of overpayments and/or other pertinent administrative sanctions or actions;

(2) initiation of a full-scale fraud and abuse investigation;

(3) referral for criminal or civil investigation and prosecution;

(4) withholding payment of these claims for not more than five (5) working days without notice to the provider for which claims were submitted.

§371.31.Federal Felony Match.

The Inspector General will implement a system to cross-reference data collected for the programs identified in §531.008(c) of the Government Code with the list of fugitive felons maintained by the federal government. The purpose of the data match is to identify fugitive felons who may be enrolled as providers or recipients in the Medicaid and other health and human service programs or in the assistance programs served by the health and human service agencies.

§371.33.On-Site Reviews of Prospective Providers.

(a) The Inspector General may implement procedures targeted at minimizing the potential for fraud, abuse, false statements, misrepresentations, and omissions by prospective Medicaid providers. The Inspector General may conduct on-site reviews of providers who have applied to provide services to recipients.

(b) On-Site Review Criteria and Effect.

(1) During its on-site review, the Inspector General will determine whether or not an applicant has the ability to provide the services proposed within its application. To make this determination, personnel will conduct the inspections and interviews set forth in subsection (c) of this section (relating to Scope of Review), and evaluate information gathered thereby within the context of applicable industry standards, including state or federal governmental licensing and/or certification standards that apply to the applicant under review.

(2) In the event an on-site review reveals that a provider is not capable of delivering the services proposed within its application or develops other evidence of fraud, abuse, false statements, misrepresentations, or omissions, the application may be denied. The Inspector General also may forward to the Attorney General or other appropriate law enforcement agency any information discovered during an on-site review that the Inspector General believes warrants further evaluation in a law enforcement context.

(c) Scope of Review.

(1) Inspections and interviews. During on-site reviews, Inspector General personnel may:

(A) inspect a provider's site for physical compliance with state and federal law governing Medicaid providers;

(B) review and verify licenses, certifications, and accreditation required by or relevant to the Medicaid program;

(C) interview randomly selected provider staff-members, patients, and patients' family members;

(D) review randomly selected patients' medical records;

(E) review business records, as determined necessary by the Inspector General, of prospective provider; and

(F) verify any and all items in the application for participation, contract, provider agreement, or any other documents supplied for purposes of provider enrollment.

(2) Personnel shall conduct all interviews during on-site reviews in accordance with a standard format consistent with interview procedures established for survey and investigation of existing Medicaid providers.

(3) Home Health Agencies and Durable Medical Equipment Providers. For all prospective providers of home health care and durable medical equipment, personnel must research and confirm compliance by the provider with applicable requirements of the Balanced Budget Act of 1997 and §32.024 of the Texas Human Resources Code, regarding surety bonds and the financial condition of the provider's business.

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 June 7, 2004.

TRD-200403704

Steve Aragón

General Counsel

Texas Health and Human Services Commission

Earliest possible date of adoption: July 18, 2004

For further information, please call: (512) 424-6576


Subchapter F. PILOT PROGRAM: ON-SITE REVIEWS OF PROSPECTIVE PROVIDERS

1 TAC §§371.1501, 371.1503, 371.1505, 371.1507, 371.1509

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

The repeals are proposed under §531.033 and §531.021, Texas Government Code, which provides the Commission with broad rulemaking authority; §32.021(a), (c), Human Resources Code, provides that the Commission shall adopt necessary rules for the proper and efficient administration of the medical assistance program; 531.102 establishes the Office of Inspector General (formerly the Office of Investigations and Enforcement) and imposes responsibility for investigation of fraud and abuse in the provision of health and human services and the enforcement of state law relating to the provision of those services; the rules specifically implement the provisions of HB2292 and 1743; 42 CFR §455.13 requires the Medicaid agency have methods and criteria for identifying suspected fraud and abuse cases and methods for investigating fraud and abuse, and referring cases for criminal prosecution; 42 CFR, Part 455 specifies all federal requirements of the Commission to provide for Medicaid fraud and abuse program integrity; 42 CFR §1002.2 provides authority for the Commission to exclude Medicaid providers from participation in the Medicaid program; 42 CFR Parts 1002 and 1001 provide all requirements relating to exclusion of providers; and various other state and federal statutes place requirements on the Commission to implement a fraud and abuse program integrity component. The proposed rules meet the mandates of the state and federal statutes delineated above and the state statutes above provide the Commission with broad rulemaking authority for the implementation of those mandates.

The proposed rules affect Chapter 531, Texas Government Code, and Chapter 32, Human Resources Code.

§371.1501.Purpose of Pilot Program.

§371.1503.On-Site Review Criteria and Effect.

§371.1505.Selection of Counties.

§371.1507.Selection of Prospective Providers To Be Reviewed.

§371.1509.Scope of Review.

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 June 7, 2004.

TRD-200403705

Steve Aragón

General Counsel

Texas Health and Human Services Commission

Earliest possible date of adoption: July 18, 2004

For further information, please call: (512) 424-6576


Subchapter G. LEGAL ACTION RELATING TO PROVIDERS OF MEDICAL ASSISTANCE

1. FRAUD OR ABUSE INVOLVING MEDICAL PROVIDERS

1 TAC §§371.1601, 371.1603, 371.1607, 371.1609, 371.1611, 371.1613, 371.1615, 371.1617, 371.1619, 371.1621, 371.1623, 371.1625, 371.1627, 371.1629

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

The repeals are proposed under §531.033 and §531.021, Texas Government Code, which provides the Commission with broad rulemaking authority; §32.021(a), (c), Human Resources Code, provides that the Commission shall adopt necessary rules for the proper and efficient administration of the medical assistance program; 531.102 establishes the Office of Inspector General (formerly the Office of Investigations and Enforcement) and imposes responsibility for investigation of fraud and abuse in the provision of health and human services and the enforcement of state law relating to the provision of those services; the rules specifically implement the provisions of HB2292 and 1743; 42 CFR §455.13 requires the Medicaid agency have methods and criteria for identifying suspected fraud and abuse cases and methods for investigating fraud and abuse, and referring cases for criminal prosecution; 42 CFR, Part 455 specifies all federal requirements of the Commission to provide for Medicaid fraud and abuse program integrity; 42 CFR §1002.2 provides authority for the Commission to exclude Medicaid providers from participation in the Medicaid program; 42 CFR Parts 1002 and 1001 provide all requirements relating to exclusion of providers; and various other state and federal statutes place requirements on the Commission to implement a fraud and abuse program integrity component. The proposed rules meet the mandates of the state and federal statutes delineated above and the state statutes above provide the Commission with broad rulemaking authority for the implementation of those mandates.

The proposed rules affect Chapter 531, Texas Government Code, and Chapter 32, Human Resources Code.

§371.1601.Department Responsibility.

§371.1603.Confidentiality of Fraud or Abuse Investigation Records.

§371.1607.Department Responsibilities in Relation to Provider Fraud and Abuse.

§371.1609.Grounds for Fraud Referral and Administrative Sanction.

§371.1611.Administrative Sanctions/Actions, Restitution, and Recoupment.

§371.1613.Definitions.

§371.1615.Administrative Sanctions and Actions.

§371.1617.Scope of Sanction.

§371.1619.Imposing a Sanction.

§371.1621.Notice of Adverse Action.

§371.1623.Informing Other Interested Parties.

§371.1625.Provider Education.

§371.1627.Request for Reinstatement.

§371.1629.Obligation of Health Care Practitioners and Providers.

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 June 7, 2004.

TRD-200403706

Steve Aragón

General Counsel

Texas Health and Human Services Commission

Earliest possible date of adoption: July 18, 2004

For further information, please call: (512) 424-6576


2. RECOVERY OF BENEFITS WRONGFULLY RECEIVED

1 TAC §§371.1641, 371.1643, 371.1645

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

The repeal is proposed under §531.033 and §531.021, Texas Government Code, which provides the Commission with broad rulemaking authority; §32.021(a) and (c), Human Resources Code, provides that the Commission shall adopt necessary rules for the proper and efficient administration of the medical assistance program; §531.102 establishes the Office of Inspector General (formerly the Office of Investigations and Enforcement) and imposes responsibility for investigation of fraud and abuse in the provision of health and human services and the enforcement of state law relating to the provision of those services; the rules specifically implement the provisions of House Bill 2292 and House Bill 1743; 42 CFR §455.13 requires the Medicaid agency have methods and criteria for identifying suspected fraud and abuse cases and methods for investigating fraud and abuse, and referring cases for criminal prosecution; 42 CFR Part 455 specifies all federal requirements of the Commission to provide for Medicaid fraud and abuse program integrity; 42 CFR §1002.2 provides authority for the Commission to exclude Medicaid providers from participation in the Medicaid program; 42 CFR Part 1001 and Part 1002 provide all requirements relating to exclusion of providers; and various other state and federal statutes place requirements on the Commission to implement a fraud and abuse program integrity component. The proposed repeal meets the mandates of the state and federal statutes delineated above and the state statutes above provide the Commission with broad rulemaking authority for the implementation of those mandates.

The proposed repeal affects Chapter 531, Texas Government Code, and Chapter 32, Human Resources Code.

§371.1641.Department Responsibility.

§371.1643.Recovery from Providers.

§371.1645.Recovery When Fraud Is Involved.

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 June 7, 2004.

TRD-200403710

Steve Aragón

General Counsel

Texas Health and Human Services Commission

Earliest possible date of adoption: July 18, 2004

For further information, please call: (512) 424-6576


3. CIVIL MONETARY PENALTIES

1 TAC §§371.1661, 371.1663, 371.1665, 371.1667, 371.1669, 371.1671, 371.1673, 371.1675

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

The repeal is proposed under §531.033 and §531.021, Texas Government Code, which provides the Commission with broad rulemaking authority; §32.021(a) and (c), Human Resources Code, provides that the Commission shall adopt necessary rules for the proper and efficient administration of the medical assistance program; §531.102 establishes the Office of Inspector General (formerly the Office of Investigations and Enforcement) and imposes responsibility for investigation of fraud and abuse in the provision of health and human services and the enforcement of state law relating to the provision of those services; the rules specifically implement the provisions of House Bill 2292 and House Bill 1743; 42 CFR §455.13 requires the Medicaid agency have methods and criteria for identifying suspected fraud and abuse cases and methods for investigating fraud and abuse, and referring cases for criminal prosecution; 42 CFR Part 455 specifies all federal requirements of the Commission to provide for Medicaid fraud and abuse program integrity; 42 CFR §1002.2 provides authority for the Commission to exclude Medicaid providers from participation in the Medicaid program; 42 CFR Part 1001 and Part 1002 provide all requirements relating to exclusion of providers; and various other state and federal statutes place requirements on the Commission to implement a fraud and abuse program integrity component. The proposed repeal meets the mandates of the state and federal statutes delineated above and the state statutes above provide the Commission with broad rulemaking authority for the implementation of those mandates.

The proposed repeal affects Chapter 531, Texas Government Code, and Chapter 32, Human Resources Code.

§371.1661.Definitions.

§371.1663.Liability.

§371.1665.Maximum Amount.

§371.1667.Exemptions.

§371.1669.Determining the Amount.

§371.1671.Assessment of a Civil Monetary Penalty.

§371.1673.Payment of a Civil Monetary Penalty.

§371.1675.Prohibited Use of Civil Monetary Penalties in Cost Reports or Claims.

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 June 7, 2004.

TRD-200403712

Steve Aragón

General Counsel

Texas Health and Human Services Commission

Earliest possible date of adoption: July 18, 2004

For further information, please call: (512) 424-6576


Subchapter G. LEGAL ACTION RELATING TO PROVIDERS OF MEDICAL ASSISTANCE

1. FRAUD OR ABUSE AND ADMINISTRATIVE ENFORCEMENT INVOLVING MEDICAID

1 TAC §§371.1601, 371.1603, 371.1605, 371.1607, 371.1609, 371.1611

The amendment and new sections are proposed under §531.033 and §531.021, Texas Government Code, which provides the Commission with broad rulemaking authority; §32.021(a) and (c), Human Resources Code, provides that the Commission shall adopt necessary rules for the proper and efficient administration of the medical assistance program; §531.102 establishes the Office of Inspector General (formerly the Office of Investigations and Enforcement) and imposes responsibility for investigation of fraud and abuse in the provision of health and human services and the enforcement of state law relating to the provision of those services; the rules specifically implement the provisions of House Bill 2292 and House Bill 1743; 42 CFR §455.13 requires the Medicaid agency have methods and criteria for identifying suspected fraud and abuse cases and methods for investigating fraud and abuse, and referring cases for criminal prosecution; 42 CFR Part 455 specifies all federal requirements of the Commission to provide for Medicaid fraud and abuse program integrity; 42 CFR §1002.2 provides authority for the Commission to exclude Medicaid providers from participation in the Medicaid program; 42 CFR Part 1001 and Part 1002 provide all requirements relating to exclusion of providers; and various other state and federal statutes place requirements on the Commission to implement a fraud and abuse program integrity component. The proposal meets the mandates of the state and federal statutes delineated above and the state statutes above provide the Commission with broad rulemaking authority for the implementation of those mandates.

The proposed amendment and new sections affect Chapter 531, Texas Government Code, and Chapter 32, Human Resources Code.

§371.1601.Definitions.

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

(1) Abuse--Practices that are inconsistent with sound fiscal, business, or medical practices and that result in unnecessary program cost or in reimbursement for services that are not medically necessary; do not meet professionally recognized standards for health care; or do not meet standards required by contract, statute, regulation, previously sent interpretations of any of the items listed, or authorized governmental explanations of any of the foregoing.

(2) Affiliates--Persons associated with one another so that any one of them directly or indirectly controls or has the power to control another in whole or in part or meets any portion of the definition for "Affiliate Relationship" established at §371.1643 of this subchapter (relating to Use of Sanctions).

(3) Agent--Any person, company, firm, corporation, employee, independent contractor, or other entity or association legally acting for or in the place of another person or entity.

(4) At the time of the request--A requirement to produce requested records, upon request, at that time, without delay.

(5) CHIP--Children's Health Insurance Program.

(6) Claim--Requests for payment or reimbursement related to services or items delivered within the Medicaid program, which are submitted by a provider to the Medicaid claims administrator or an operating agency either directly by a provider or indirectly through a managed care organization.

(7) Claims Administrator--The agent designated by an operating agency to process and pay Medicaid provider claims.

(8) Closed-end Contract--A contract or provider agreement for a specific period of time. It may include any specific requirements or provisions deemed necessary by the Inspector General to ensure the protection of the program. It must be renewed for the provider to continue to participate in the Medicaid Program.

(9) Commission--The Texas Health and Human Services Commission.

(10) Controlled substances--"Controlled substance" as defined by the Texas Controlled Substances Act (Texas Health and Safety Code, Chapter 481) or its successor and the Federal Controlled Substances Act (21 USCA §8.01 et seq.) or its successor.

(11) Conviction or convicted--A person is considered to have been convicted when:

(A) A judgment of conviction has been entered against an individual or entity by a federal, state, or local court, regardless of whether:

(i) There is a post-trial motion or an appeal pending, or

(ii) The judgment of conviction or other record relating to the criminal conduct has been expunged or otherwise removed;

(B) A federal, state, or local court has made a finding of guilty against an individual or entity;

(C) A federal, state, or local court has accepted a plea of guilty or nolo contendere by an individual or entity; or

(D) An individual or entity has entered into participation in a first offender, deferred adjudication or other program or arrangement where judgment of conviction has been withheld.

(12) Exclusion--Means that items or services furnished, ordered, or prescribed by a specified individual or entity will not be reimbursed under Medicare, Medicaid and all other state health care programs until the individual or entity is reinstated by the Inspector General. When excluded, any provider contract/agreement with the excluded person or in which the excluded person is affiliated is canceled. An excluded provider ceases to be a "provider", as defined in this section, upon the effective date of their exclusion, thus for purposes of this subchapter, they become a "person", as defined in this section.

(13) Failure to grant immediate access--The failure to grant access to records, documents, or premises, upon reasonable request and as requested, for the purpose of reviewing, examining, and securing custody of records, access to, disclosure of, and custody of copies or originals of any records, documents, or other requested items, and others specified in §371.1643(e) of this subchapter, as determined necessary by the Inspector General or those specified in §371.1643(e) of this subchapter to perform statutory functions. Further definition and clarification is provided in §371.1643(e) of this subchapter.

(14) False statement or misrepresentation--Any statement or representation that is inaccurate, incomplete, or not true.

(15) Federal financial participation (FFP)--The federal government's share of a state's expenditures under the Medicaid program and other benefit programs.

(16) Fraud--Any act that constitutes fraud under applicable federal or state law, including any intentional deception or misrepresentation made by a person with the knowledge that the deception could result in some unauthorized benefit to that person or some other person.

(17) Health Maintenance Organization (HMO)--A public or private organization organized under state law that is a federally qualified HMO or that meets the definition of HMO within this state's Medicaid plan.

(18) HHS--A health and human service agency under the umbrella of the Health and Human Services Commission (the Commission), including the Commission, a program or service provided under the authority of the Commission or a health and human service agency.

(19) Immediate family member--A person's spouse; natural or adoptive parent; child or sibling; stepparent, stepchild, stepbrother or stepsister; father-, daughter-, son-, brother- or sister-in-law; grandparent or grandchild; or spouse of a grandparent or grandchild.

(20) Indirect ownership interest--Includes an ownership interest through any other entities that ultimately have an ownership interest in the provider or person, as defined in this section, at issue. (For example, an individual has a 10 percent ownership interest in the entity at issue if they have a 20 percent ownership interest in a corporation that wholly owns a subsidiary that is a 50 percent owner of the entity at issue.)

(21) Inducement--An attempt to entice or lure an action on the part of another in exchange for, without limitation, a service, cash in any amount, entertainment, or any item of value.

(22) Inpatient institutional services--Inpatient services provided by hospitals and long-term care facilities.

(23) Licensing authority adverse action--Any action by a state or federal licensing entity (including other similar authority) against conduct that adversely affects the status of the license. Action includes revocation or suspension of a license as well as reprimand, censure, or probation.

(24) Managed Care Organization (MCO)--Any person that is authorized or otherwise permitted by law to arrange for or provide a managed care plan.

(25) Managed Care Plan--A plan under which a person undertakes to provide, arrange for, pay for, or reimburse any part of the cost of any health care service. A part of the plan must consist of arranging for or providing health care services on a prepaid basis through insurance or otherwise, as distinguished from indemnification against the cost of those services.

(26) Medicaid Claims Administrator--The contractor that administers the state's Medicaid program claims.

(27) Medicaid Fraud Control Unit (MFCU)--The division within the attorney general's office that is responsible for investigating suspected Medicaid provider fraud and physical abuse or neglect of patients in institutional settings.

(28) Medicaid Integrity Division (MI)--The division within the Commission's Office of Inspector General (OIG) that investigates fraud and abuse and administratively enforces program violations through administrative sanctions and/or refers for criminal investigation of suspected fraud or patient abuse related to the provision and payment of services or items within the Texas Medicaid Program.

(29) Member of Household--With respect to a person, as defined in this section, with whom they are sharing a common abode as part of a single-family unit, including domestic employees, partners, and others who live together as a family unit.

(30) Office of Inspector General (OIG)--The office within the Commission responsible for the investigation of fraud and abuse and with ensuring program integrity within the Texas Medicaid Program and other health and human services provided by the state and the enforcement of state law relating to the provision of those services.

(31) Open-end Provider Agreement--An agreement that has no specific termination date and continues in force as long as both parties agree.

(32) Operating agency--A state agency that operates any part of the Texas Medicaid Program.

(33) Overpayment--The amount paid by Medicaid to a provider or person that exceeds the amount to which the provider or person is entitled under §1902 of the Social Security Act for a service or item furnished within the Medicaid program, and that is required to be refunded under §1903 of the Social Security Act. This also includes all overpayments specified in Division 5 of this subchapter. Any funds received greater than that to which the provider is entitled, whether obtained through error, misunderstanding, abuse, or fraud is considered to be an overpayment.

(34) Ownership interest--An interest in the capital, the stock or the profits of the entity or any mortgage, deed, trust or note, or other obligation secured in whole or in part by the property or assets of the person, as defined in this section.

(35) Payment Hold (Suspension of Payments)--An administrative sanction that withholds all or any portion of payments due a provider until the matter in dispute, including all investigation and legal proceedings, between the provider and the Commission or an operating agency or its agent(s) are resolved. This is a temporary denial of reimbursement under the Medicaid program for items or services furnished by a specified provider.

(36) Person--An individual, firm, association, partnership, corporation, agency, institution, or other organization or legal entity.

(37) Probationary Contract--A contract or provider agreement for any period of time. It may include any special requirements or provisions deemed necessary by the Inspector General to ensure the protection of the program. It must be renewed by the Inspector General for the provider to continue to participate in the program.

(38) Practitioner--A physician or other individual licensed or certified under state law to practice their profession.

(39) Professionally Recognized Standards of Health Care--Statewide or national standards of care, whether in writing or not, that professional peers of the individual or entity whose provision of care is an issue, recognize as applying to those peers practicing or providing care within the State of Texas. When the Food and Drug Administration (FDA), the Centers for Medicare and Medicaid Services (CMS), or the Public Health Service (PHS), has declared a treatment modality not to be safe and effective, persons who employ such a treatment modality will be deemed not to meet professionally recognized standards of health care. This definition shall not be construed to mean that all other treatments meet professionally recognized standards.

(40) Program Violation--A failure to comply with a Medicaid provider contract or agreement, the Texas Medicaid Provider Procedures Manual or other official program publications or any state or federal statute or regulation applicable to the Texas Medicaid Program, including any official written explanation or interpretation of the above. Fraud and abuse are program violations, but not all program violations are included in fraud and abuse. Program violations are delineated in §371.1617 of this subchapter (relating to Program Violations).

(41) Provider

(A) Any person or legal entity, including a managed care organization and their subcontractors, furnishing Medicaid or other HHS services under a provider agreement or contract in force with a Medicaid or other HHS operating agency, a Medicaid Claims Administrator, and has a provider number issued by the Commission or its designee to:

(i) provide medical assistance, Medicaid, or any other HHS service in any HHS program under contract or provider agreement with the Commission or its designee; or

(ii) provide third-party billing services under a contract or provider agreement with the Commission or its designee.

(B) An excluded provider ceases to be a "provider", as defined in this section, upon the effective date of their exclusion, thus for purposes of this subchapter, they become a "person", as defined in this section.

(42) Provisional Contract--A contract or provider agreement for any period of time. It may include any special requirements or provisions deemed necessary by the Inspector General to ensure the protection of the program. It must be renewed by the Inspector General for the provider to continue to participate in the program.

(43) Reasonable request--A request for the provider or person to provide original records and documents, or copies of original records and documents, or access to records, documents, or premises, as specified in §371.1643(e) of this subchapter, made by a properly identified agent of the Commission or another state or federal agency identified in §371.1643(e) of this subchapter, hours that the business or premises is open for business.

(44) Recipient--A person eligible for and covered by the Medicaid or any other HHS program.

(45) Recoupment of overpayment--A sanction imposed to recover funds paid to the provider or person to which they were not entitled. Recoupment of overpayments may be accomplished through a lump sum or monthly payments by the provider or person to the Inspector General or, with the approval of the Inspector General, a provider's or person's payments may be reduced by a percentage, up to 100% of payments, to apply the unpaid funds to offset the overpayment owed. The recoupment will apply to all previously submitted, pending, and subsequently submitted claims to offset overpayments previously made to the provider or person.

(46) Requesting Agency--A governmental agency (or its authorized representative or agent) that is authorized to review and reasonably is asking to see a provider's documentation or records or that is directed or otherwise authorized by federal or state statute to review medical records and/or other documentation that providers must maintain and disclose to such agencies in order to participate in the Medicaid program and records and documents necessary for the Office of Inspector General to fulfill its statutory mandates to review and investigate providers and persons for fraud and abuse; e.g., the Commission, the relevant operating agency, Texas Attorney General's Medicaid Fraud Control Unit, U.S. Department of Health and Human Services. See also the definition for "Reasonable Request" listed in paragraph (43) of this section.

(47) Restricted reimbursement--An administrative sanction that limits or denies payment of a provider's Medicaid claims for specific procedures for a specified time period for services that the provider has abused or has billed inappropriately. The provider may be eligible to be paid for certain other services.

(48) Services--The types of medical assistance specified in §1905(a) of the Social Security Act (42 U.S.C. §1396d (a)).

(49) Solicitation--Offering to pay or agreeing to accept, directly or indirectly, overtly or covertly any remuneration in cash or in kind to or from another for securing or soliciting a patient or patronage for or from a person licensed, certified, or registered or enrolled as a provider or otherwise by a state health care regulatory or health and human service agency.

(50) State health care program--Any program that has:

(A) A state plan approved under Title XIX of the Social Security Act (Medicaid);

(B) Any program receiving funds under Title V of the Act or from an allotment to a State under such title (Maternal and Child Health Services Block Grant program); or

(C) Any program receiving funds under Title XX of the Act or from any allotment to a State under such title (Block Grants to States for Social Services).

(51) Subcontractor--Means:

(A) an individual, agency or organization to which a disclosing entity (provider) has contracted or delegated some of its management functions or responsibilities of providing medical care to its patients; or

(B) an individual, agency or organization with which a fiscal agent has entered into a contract, agreement, purchase order, or lease to obtain space, equipment, or services provided under the Medicaid agreement.

(52) Suspension of payments (payment hold)--The withholding of all or any portion of payments for items or services furnished by a specified provider and due a provider until the matter in dispute between the provider and the Department or agent is resolved.

(53) Title XVIII--Title XVIII (Medicare) of the Social Security Act.

(54) Title XIX--Title XIX (Medicaid) of the Social Security Act.

(55) Title XX--Social Services Block Grant of the Social Security Act.

§371.1603.Overview of Inspector General Responsibility Relating to Investigation, Referral and Administrative Enforcement in Medicaid.

(a) The Office of Inspector General (the Inspector General), through the Medicaid Integrity division, is responsible for minimizing the opportunity for fraud, abuse, overpayments, and waste within the Medicaid and other HHS programs, whether the fraud or abuse was committed by providers, recipients, or other persons and for protecting recipients of federally funded health care programs from unsafe practitioners. Medicaid Integrity or the Inspector General may take appropriate action as authorized in Subchapters A, B, and G of this chapter to protect recipients and the program when persons have committed, or are suspected of committing, fraud or abuse. Such actions may include administrative actions and/or sanctions and referral to appropriate law enforcement agencies for criminal investigation. Medicaid Integrity or the Inspector General may take action against any provider or person associated with any HHS program or service as it relates to fraud, abuse, overpayments, waste, or program violations of those HHS programs or services, or for any of the violations for which Medicaid Integrity or the Inspector General may take action against providers or persons associated with the Medicaid program, as described in this subchapter. Additionally, to protect HHS programs, Medicaid Integrity or the Inspector General may take an administrative action, sanction, impose damages or penalties, or abate, deny, or postpone a decision to enroll a provider or person in a HHS program or for a HHS service, based upon an investigation or finding in the Medicaid or other HHS programs. To protect the Medicaid program, Medicaid Integrity may also take an administrative action, sanction, impose damages or penalties, or abate, deny, or postpone a decision to enroll a provider or person in a Medicaid or other HHS program or for a Medicaid or other HHS service, based upon the investigative findings related to an investigation or finding of a provider or person or their principals or affiliates within a HHS program or receiving a HHS service.

(b) Not all actions resulting in overpayment to a provider are necessarily fraudulent. Some circumstances could result in the referral of a Medicaid provider to the Attorney General's Medicaid Fraud Control Unit or Civil Fraud Division. Other circumstances could result in administrative action rather than referral for judicial action or criminal prosecution. These actions, or sanctions, range from an educational notice to the provider explaining their error, to contract cancellation and/or exclusion from participation in the Medicaid (Title XIX), Title XX, and Title V programs.

(c) Investigation. When Medicaid Integrity receives information regarding a possible program violation either from its review systems or through a complaint or referral filed by another agency or person, Medicaid Integrity initiates an investigation. After completing its preliminary investigation, Medicaid Integrity or the Inspector General may, at its discretion, initiate settlement discussions with the person who is the subject of the investigation. If the matter cannot reasonably be settled or if Medicaid Integrity determines that further investigation is required before the propriety of settlement or other enforcement can be evaluated, Medicaid Integrity may conduct a full investigation of the case. A Medicaid Integrity case remains open until the investigation is complete, the case is reasonably settled, Medicaid Integrity makes an administrative determination that closes the case for lack of evidence or appropriate administrative enforcement, and/or legal action is completed. At any time during the investigative or enforcement process, the Inspector General maintains the authority to settle administrative cases, impose payment holds, or request the Office of the Attorney General to obtain an injunction to prevent a person from disposing of an asset identified by the OIG as potentially subject to recovery by the OIG due to the person's fraud or abuse.

(d) Referral for Legal Action. Medicaid Integrity refers all cases of suspected Medicaid fraud or patient abuse or neglect to the Medicaid Fraud Control Unit (MFCU) or the Civil Fraud Division (CFD) at the Office of the Attorney General (OAG) for investigation regarding the need for criminal or civil prosecution. If the MFCU fails to act on a matter within 30 days of receiving a referred case from Medicaid Integrity or returns a case to Medicaid Integrity without initiating prosecution, Medicaid Integrity may refer the matter to an appropriate prosecuting authority or a collection agency. Nothing in these rules is intended to prevent concurrent administrative, civil, and/or criminal investigation and action regarding suspected fraud or patient abuse or neglect. Subject to express statutory limitations, Medicaid Integrity and the Inspector General may proceed with recoupment and/or administrative enforcement concurrently with judicial prosecution of the same matter.

(e) Administrative Enforcement. Based upon the nature and severity of the program violation, the provider's previous history of violations, evidence of the provider's knowledge and intent, and other relevant factors, Medicaid Integrity and the Inspector General select enforcement measures from the three categories set forth below and in more detail infra at §§371.1629, 371.1631, 371.1633, 371.1643, 371.1645, 371.1647, 371.1649, 371.1651, 371.1653, 371.1655, 371.1657, 371.1659, 371.1661, 371.1663, 371.1665, 371.1667, 371.1669, 371.1671, 371.1673, 371.1675, 371.1677, 371.1679, 371.1681, 371.1683, 371.1685, 371.1687, 371.1689, 371.1701, 371.1703, 371.1705, 371.1707, 371.1721, 371.1723, 371.1725, 371.1727, 371.1729, 371.1731, 371.1733, 371.1735, 371.1737, 371.1739, and 371.1741 of this subchapter.

(1) Administrative Actions--Medicaid Integrity or the Inspector General may impose an administrative action to provide safeguards for future compliance or refer a matter for additional review or enforcement; e.g., education, referral to licensing board, referral for judicial action. The imposition of administrative actions does not give rise to due process notice or hearing requirements.

(2) Sanctions--Sanctions may directly impact a person's ability to keep or receive payments and/or the person's participation in the Medicaid program; e.g., exclusion from program participation, recoupment of overpayments, or payment hold. Imposition of sanctions triggers due process notice and hearing requirements.

(3) Damages and Penalties (formerly "Civil Monetary Penalties")--The imposition of damages or penalties for program violations (e.g., false claims, specified managed care acts or omissions) directly impacts a person's property interests and, therefore, triggers due process notice and hearing requirements.

§371.1605.Statutory Authority [ Bases ].

The statutory authority [ bases ] for this subchapter is provided by [ Medicaid fraud and abuse investigation and prosecution are ] Texas Human Resources Code, Chapters [ Chapter ] 32[ , ] and 36, Texas Government Code §531.001 et seq., Texas Occupations Code, Chapter 102, 42 United States Code , 42 Code of Federal Regulations, and the Social Security Act [ §§1396b(q) and 1396h. State and federal officials may also act under other statutes, including, but not limited to, the Deceptive Trade Practices and Consumer Protection Act, the Texas Penal Code, the Civil Monetary Penalties Law, and Public Law 100-93 ].

§371.1607.Confidentiality of Investigation Records.

All information and materials subpoenaed or compiled by the Inspector General in connection with an investigation are confidential and not subject to disclosure under Chapter 552 of the Texas Open Records Act, and not subject to disclosure, discovery, subpoena, or other means of legal compulsion for their release to anyone other than the Inspector General or its employees or agents involved in the investigation conducted by the Inspector General, except that this information may be disclosed to the Office of the Attorney General and law enforcement agencies.

§371.1609.Medicaid Integrity and the Inspector General Responsibilities in Relation to Medicaid Provider Fraud and Abuse.

The Inspector General's responsibilities in relation to Medicaid fraud and abuse include the following:

(1) establishing rules for minimizing the opportunity for fraud and abuse;

(2) establishing and maintaining methods and criteria for detecting and identifying cases of possible fraud or abuse;

(3) establishing the methods for referring suspected fraud or physical abuse and neglect cases for investigation;

(4) referring cases where fraud or physical abuse appears to exist to the appropriate law enforcement agencies for prosecution;

(5) cooperating with the Medicaid Fraud Control Unit, Office of the Attorney General, by furnishing information and data and serving as witnesses, when requested;

(6) recouping all overpayments and taking other administrative sanctions and actions;

(7) investigating cases of possible fraud or abuse;

(8) conducting an integrity review on complaints of Medicaid fraud, abuse, or physical abuse or neglect involving criminal conduct and referring suspected cases of Medicaid provider fraud and physical abuse or neglect to the Attorney General's Medicaid Fraud Control Unit, provided that the criminal referral does not preclude the Inspector General from continuing its investigation of the provider, which investigation may lead to the imposition of appropriate administrative or civil sanctions;

(9) referring a Medicaid provider to the Attorney General's Medicaid Fraud Control Unit when a provider's records are being withheld, concealed, destroyed, fabricated, or falsified. Such referral does not preclude the Inspector General from continuing its investigation of the provider;

(10) investigating Medicaid recipient fraud; and

(11) imposing administrative monetary penalties and damages against providers, individuals, contractors, or recipients involved with fraud, abuse, or physical abuse or neglect.

§371.1611.Award for Reporting Medicaid Fraud, Abuse, or Overcharges.

(a) The Inspector General may grant an award to a person who reports activity that constitutes fraud or abuse of funds in the Medicaid program or reports overcharges in the program if the Inspector General determines that the disclosure results in the recovery of a damage or penalty imposed under §32.039, Human Resources Code, and described in §371.1721 et seq. of this subchapter. The Inspector General may not grant an award to a person in connection with a report, if the Inspector General or the Attorney General had:

(1) independent knowledge of the activity; or

(2) an open complaint or investigation on the provider or person.

(b) A person, who brings an action under Chapter 36, Subchapter C, Human Resources Code, is not eligible for an award under this section.

(c) A person who makes a report under this section must make known at the time of the report of the complaint that they are reporting the potential fraud or abuse in accordance with this section.

(d) This section applies only to a report that occurs on or after the effective date of the administrative rule for this section. A report that occurs before the effective date of this section is governed by the law in effect at the time of the report.

(e) The Inspector General shall determine, at their discretion, the amount of an award. The award may not exceed five percent (5%) of the amount of the administrative damage or penalty collected under §371.1721 et seq. of this subchapter that resulted from the person's disclosure. In determining the amount of the award, the Inspector General shall consider how important the disclosure is in ensuring the fiscal integrity of the program. The Inspector General may also consider whether the individual participated in the fraud, abuse, or overcharge.

(f) Any award made to a person is contingent on collection of the funds to be awarded, prior to the payment of the award to the person. Recovery of funds including overpayments, damages and penalties, and any other collections from the provider or person committing the fraud or abuse will be applied in the following order:

(1) the overpayment;

(2) the Inspector General's "method of finance" from the collected damages and penalties;

(3) the Inspector General's investigative costs from the collected damages and penalties;

(4) other costs of recovery from the collected damages and penalties;

(5) the person's award from the collected damages and penalties; and

(6) any other collections.

(g) The priority of application and distribution of the collected funds delineated in subsection (f) of this section may be altered, at the discretion of the Inspector General, due to state or federal statute or other unforeseen issues.

(h) The Inspector General may only calculate awards based on the collected state general revenue portion of the penalties and damages. If the Commission enters into global or national settlements where the federal government or other agencies receive a portion of the amount of damages or penalties, the award may only be calculated on the remaining state general revenue share collected.

(i) The Inspector General may not award a distribution unless the Inspector General has met their "method of finance", for the biennium, from damages and penalties collected under §371.1721 et seq. of this subchapter.

(j) The person reporting a complaint has no discretion or authority over an Inspector General decision to allow a payment plan or to decide the terms of that payment plan.

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 June 7, 2004.

TRD-200403707

Steve Aragón

General Counsel

Texas Health and Human Services Commission

Earliest possible date of adoption: July 18, 2004

For further information, please call: (512) 424-6576


2. MEDICAID PROGRAM AUTHORITY AND VIOLATIONS

1 TAC §§371.1613, 371.1615, 371.1617, 371.1619

The new rules are proposed under §§531.033 and §531.021, Texas Government Code, which provides the Commission with broad rulemaking authority; §32.021(a), (c), Human Resources Code, provides that the Commission shall adopt necessary rules for the proper and efficient administration of the medical assistance program; 531.102 establishes the Office of Inspector General (formerly the Office of Investigations and Enforcement) and imposes responsibility for investigation of fraud and abuse in the provision of health and human services and the enforcement of state law relating to the provision of those services; the rules specifically implement the provisions of HB2292 and 1743; 42 CFR §455.13 requires the Medicaid agency have methods and criteria for identifying suspected fraud and abuse cases and methods for investigating fraud and abuse, and referring cases for criminal prosecution; 42 CFR, Part 455 specifies all federal requirements of the Commission to provide for Medicaid fraud and abuse program integrity; 42 CFR §1002.2 provides authority for the Commission to exclude Medicaid providers from participation in the Medicaid program; 42 CFR Parts 1002 and 1001 provide all requirements relating to exclusion of providers; and various other state and federal statutes place requirements on the Commission to implement a fraud and abuse program integrity component. The proposed rules meet the mandates of the state and federal statutes delineated above and the state statutes above provide the Commission with broad rulemaking authority for the implementation of those mandates.

The proposed rules affect Chapter 531, Texas Government Code, and Chapter 32, Human Resources Code.

§371.1613.Program Authority.

When established by prima facie evidence, all Medicaid program violations (defined supra at §371.1617 of this subchapter) are subject to administrative enforcement and/or criminal or other appropriate judicial action. The method of enforcement reflects the evidence of the intent of the non-compliant provider or person. Unintentional program violations are subject to administrative actions and sanctions. Violations the provider or person knew or should have known were false and involved program or patient abuse or fraud are also subject to administrative monetary penalties, as well as criminal or other judicial prosecution. In accordance with 42 Code of Federal Regulations (CFR) §455.13(a), the Inspector General, through Medicaid Integrity, has established methods and criteria for identifying suspected fraud cases. Criteria to establish suspected fraud is based upon evidence of intentional deception or misrepresentation or upon a program violation or violation of other governing statutory law, including without limitation neglect, that appears to have been committed intentionally or with knowing and willful disregard for program rules.

§371.1615.Provider Responsibility.

(a) Participation in the Medicaid program charges all providers and persons, including managed care organizations, with knowledge of the federal and state law that governed Medicaid during the period of time that the program was billed. This includes knowledge of the Texas Medicaid Provider Procedures Manual and other official program manuals and publications, including all official interpretations or explanations given to the provider or person regarding the services that they provide.

(b) Providers are charged with the responsibility of ensuring and acquiring appropriate Medicaid enrollment and required licenses or certifications of all individuals providing services in the provider's office or operation. Providers are also responsible for ensuring, through review of the Commission's Exclusion Database, that all employees, contractors, and other Medicaid providers, within the provider's office or operation, are not excluded from participation in the Medicaid program. The potential sanctions, damages, and penalties imposed for failure to ensure compliance with these requirements are addressed more specifically in §371.1677 of this subchapter.

(c) A Medicaid provider is responsible for the provider's own actions and omissions, as well as the actions and omissions of the provider's employees, contractors, and agents. This responsibility, however, does not absolve a provider's employees, contractors, and agents from their own personal responsibility and liability.

§371.1617.Program Violations.

Following is a non-exclusive list of grounds/criteria for Medicaid Integrity's and the Inspector General's administrative enforcement and/or referral for criminal, civil, or licensure or certification investigation and judicial action regarding program violations by any provider or person. Violations result from a provider or person who knew or should have known the following were violations. The headings of each group listed below are provided solely for organization and convenience and are not elements of any program violation.

(1) Claims and Billing.

(A) submitting or causing to be submitted a false statement or misrepresentation, or omitting pertinent facts when claiming payment under Medicaid or when supplying information used to determine the right to payment under Medicaid;

(B) submitting or causing to be submitted a false statement, information or misrepresentation, or omitting pertinent facts to obtain greater compensation than the provider is legally entitled to;

(C) submitting or causing to be submitted a false statement, information or misrepresentation, or omitting pertinent facts to meet prior authorization requirements;

(D) submitting or causing to be submitted under Title XVIII (Medicare) or a state health care program claims or requests for payment containing unjustified charges or costs for items or services that substantially exceed the person's usual and customary charges or costs for those items or services to the public or the private pay patients unless otherwise authorized by law;

(E) submitting or causing to be submitted claims with a pattern of inappropriate coding or billing that results in excessive costs to the Medicaid Program;

(F) billing or causing claims to be filed for services or merchandise that were not provided to the recipient;

(G) submitting or causing to be submitted a false statement or misrepresentation that, if used, has the potential of increasing any individual or state provider payment rate or fee;

(H) submitting or causing to be submitted to the Medicaid Program a cost report containing costs not associated with the Medicaid Program or not permitted by Medicaid program policies;

(I) presenting or causing to be presented to an operating agency or its agent a claim that contains a statement or representation that the person knows or should have known to be false;

(J) billing or causing claims to be submitted to the Medicaid program for services or items furnished personally by, at the medical direction of, or on the prescription or order of a person who is excluded from the Texas Medicaid program or Medicare or has been excluded from and not reinstated within the Texas Medicaid program or Medicare;

(K) billing or causing claims to be submitted the Medicaid program for services or items that are not reimbursable by the Medicaid program;

(L) billing or causing claims to be submitted to the Medicaid program for a service or item which requires a prior order or prescription by a licensed health care practitioner when such order or prescription has not been obtained;

(M) billing or causing claims to be submitted to the Medicaid program for an item or service substituted without authorization for the item or service ordered, prescribed or otherwise designated by the Medicaid program;

(N) billing or causing claims to be submitted to the Medicaid program by a provider or person who is owned or controlled, directly or indirectly, by an excluded person; and

(O) billing or causing claims to be submitted to the Medicaid program by a provider or person for charges in which the provider discounted the same services for any other types of patient.

(2) Records and Documentation.

(A) failing to maintain for the period of time required by the rules relevant to the provider in question records and other documentation that the provider is required by federal or state law or regulation or by contract to maintain in order to participate in the Medicaid program or to provide records or documents upon written request for any records or documents determined necessary by the Inspector General to complete their statutory functions related to a fraud and abuse investigation. Such records and documentation include, without limitation, those necessary:

(i) to verify specific deliveries, medical necessity, medical appropriateness, and adequate written documentation of items or services furnished under Title XIX or Title XX;

(ii) to determine in accordance with established rates appropriate payment for those items or services delivered;

(iii) to confirm the eligibility of the provider to participate in the Medicaid program; e.g., medical records (including, without limitation, x-rays, laboratory and test results, and other documents related to diagnosis), billing and claims records; cost reports, managed care encounter data, financial data necessary to demonstrate solvency of risk-bearing providers, and documentation (including, without limitation, ownership disclosure statements, articles of incorporation, by-laws, and corporate minutes) necessary to demonstrate ownership of corporate entities; and

(iv) to verify the purchase and actual cost of products;

(B) failing to disclose fully and accurately or completely information required by the Social Security Act and by 42 CFR Part 455, Subpart B; 42 CFR Part 420, Subpart C. 42 CFR §1001.1101; and 42 CFR Part 431;

(C) failing to provide immediate access, upon request by a requesting agency, to the premises or to any records, documents, and other items or equipment the provider is required by federal or state law or regulation or by contract to maintain in order to participate in the Medicaid program (see subparagraphs (A) and (B) of this paragraph), or failing to provide records, documents, and other items or equipment upon written request that are determined necessary by the Inspector General to complete their statutory functions related to a fraud and abuse investigation, including without limitation all requirements specified in §371.1643(e) of this subchapter. "Immediate access" is deemed to be within 24 hours of receiving a written request, unless the requesting agency has reason to suspect fraud or abuse or to believe that requested records, documents, or other items or equipment are about to be altered or destroyed, thereby necessitating access at the actual time the request is presented or, in the opinion of the Inspector General, the request may be completed at the time of the request and/or in less than 24 hours;

(D) developing false source documents or failing to sign source documents or to retain supporting documentation or to comply with the provisions or requirements of the operating agency or its agents pertaining to electronic claims submittal; and

(E) failing as a provider, whether individual, group, facility, managed care or other entity, to include within any subcontracts for services or items to be delivered within Medicaid all information that is required by 42 CFR §434.10(b).

(3) Program-Related Convictions.

(A) pleading guilty or nolo contendere, agreeing to an order of probation without adjudication of guilt under deferred adjudication, or being a defendant in a court judgment or finding of guilt for a violation relating to performance of a provider agreement or program violation of Medicare, the Texas Medicaid Program, or any other state's Medicaid Program;

(B) pleading guilty or being convicted of a violation of state or federal statutes relating to dangerous drugs, controlled substances, or any other drug-related offense;

(C) pleading guilty of, being convicted of, or engaging in conduct involving moral turpitude;

(D) pleading guilty or being convicted of a violation of state or federal statutes relating to fraud, theft, embezzlement, breach of fiduciary responsibility, or other financial misconduct relating to the delivery of a health care item or service or relating to any act or omission in a program operated or financed by any federal, state, or local government agency;

(E) being convicted in connection with the interference with or obstruction of any investigation into any criminal offense that would support mandatory exclusion under §371.1655 of this subchapter or any offense listed within paragraph (3) of this subsection regarding program-related convictions; and

(F) being convicted of any offense that would support mandatory exclusion under §371.1655 of this subchapter.

(4) Provider Eligibility.

(A) failing to meet standards required for licensure, when such licensure is required by state or federal law, administrative rule, provider agreement, or provider manual for participation in the Medicaid Program;

(B) being excluded, suspended or otherwise sanctioned within any federal program involving the provision of health care;

(C) being excluded, suspended or otherwise sanctioned under any state health care program for reasons bearing on the person's professional competence, professional performance or financial integrity;

(D) failing to fully and/or correctly complete a Provider Enrollment Agreement, Provider Re-Enrollment Agreement or other enrollment form prescribed by the relevant operating agency or its agent for enrollment; and.

(E) loss or forfeiture of corporate charter.

(5) Program Compliance

(A) failing to comply with the terms of the Medicaid contract or provider agreement, assignment agreement, the provider certification on the Medicaid claim form, or rules or regulations published by the commission or a Medicaid operating agency;

(B) violating any provision of the Human Resources Code, Chapter 32 or 36, or any rule or regulation issued under the Code;

(C) submitting a false statement or misrepresentation or omitting pertinent facts on any application or any documents requested as a prerequisite for Medicaid participation;

(D) refusing to execute or comply with a provider agreement or amendments when requested;

(E) failing to correct deficiencies in provider operations after receiving written notice of them from an operating agency, the commission or their authorized agents;

(F) failing to abide by applicable federal and state law regarding handicapped individuals or civil rights;

(G) failing to comply with Medicaid policies, published Medicaid bulletins, policy notification letters, provider policy or procedure manuals, contracts, statutes, rules, regulations, or interpretation previously sent to the provider by an operating agency or the commission regarding any of the authorities listed above, including statutes or standards governing occupations;

(H) failing to fully and accurately make any disclosure required by the Social Security Act, §1124 or §1126;

(I) failing to disclose information about the ownership of a subcontractor with whom the person has had business transactions in an amount exceeding $25,000 during the previous 12 months or about any significant business transactions (as defined by HHS) with any wholly-owned supplier or subcontractor during the previous five years;

(J) failing, as a hospital, to comply substantially with a corrective action required under the Social Security Act, §1886(f)(2)(B);

(K) failing to repay or make arrangements that are satisfactory to the commission to repay identified overpayments or other erroneous payments or assessments identified by the commission or any Medicaid operating agency;

(L) committing an act described in the Social Security Act, §1128A (mandatory exclusion) or §1128B (permissive exclusion);

(M) defaulting on repayments of scholarship obligations or items relating to health profession education made or secured, in whole or in part, by HHS or the state when they have taken all reasonable steps available to them to secure repayment;

(N) soliciting or causing to be solicited, through offers of transportation or otherwise, Medicaid recipients for the purpose of delivering to those recipients health care items or services;

(O) marketing, supplying or selling confidential information (e.g., recipient names and other recipient information) for a use that is not expressly authorized by the Medicaid program; and

(P) failing to abide by applicable statutes and standards governing providers.

(6) Delivery of Health Care Services.

(A) failing to provide health care services or items to Medicaid recipients in accordance with accepted medical community standards or standards required by statute, regulation, or contract, including statutes and standards that govern occupations;

(B) furnishing or ordering health care services or items for a recipient-patient under Title XVIII or a state health care program that substantially exceed the recipient's needs, are not medically necessary, are not provided economically or are of a quality that fails to meet professionally recognized standards of health care; and

(C) engaging in any negligent practice that results in death, injury, or substantial probability of death or injury to the provider's patients;

(7) Improper Collection and Misuse of Funds.

(A) charging recipients for services when payment for the services was recouped by Medicaid for any reason;

(B) misapplying, misusing, embezzling, failing to promptly release upon a valid request, or failing to keep detailed receipts of expenditures relating to any funds or other property in trust for a Medicaid recipient;

(C) failing to notify and reimburse the relevant operating agency or the commission or their agents for services paid by Medicaid if the provider also receives reimbursement from a liable third party;

(D) rebating or accepting a fee or a part of a fee or charge for a Medicaid patient referral;

(E) requesting from a recipient in payment for services or items delivered within the Medicaid program any amount that exceeds the amount Medicaid paid for such services or items, with the exception of any cost-sharing authorized by the program; and

(F) requesting from a third party liable for payment of the services or items provided to a recipient under the Medicaid program, any payment other than as authorized at 42 CFR §447.20.

(8) Licensure Actions

(A) having a voluntary or involuntary action taken by a licensing or certification agency or board that requires the provider or employee to comply with professional practice requirements of the board after the board receives evidence of noncompliance with licensing or certification requirements; and

(B) having its license to provide health care revoked, suspended, or probated by any state licensing or certification authority, or losing a license or certification, because of action based on assessment of the person's professional competence, professional performance, or financial integrity, non-compliance with Health and Safety Code, statutes governing occupations, or surrendering a license or certification while a formal disciplinary proceeding is pending before licensing or certification authorities when the proceeding concerns the person's professional competence, professional performance, or financial integrity;

(9) Managed Care Organizations and Persons Providing Services or Items Through Managed Care. (Note: This subsection includes those program violations that are unique to managed care; paragraphs (1) through (8) and (11) of this subsection also apply to managed care.)

(A) failing, as a managed care organization (MCO), primary care case management system (PCCM), an association, group or individual health care provider furnishing services through an MCO, to provide to recipient enrollee a health care benefit, service or item that the organization is required to provide under its contract with an operating agency;

(B) failing, as a managed care organization, a PCCM or an association, group or individual health care provider furnishing services through an MCO, to provide to an individual a health care benefit, service or item that the organization is required to provide by state or federal law, regulation or program rule;

(C) engaging, as a managed care organization, in actions that indicate a pattern of wrongful denial or payment for a health care benefit, service or item that the organization is required to provide under its contract with an operating agency;

(D) engaging, as a managed care organization, in actions that indicate a pattern of wrongful delay of at least 45 days or a longer period specified in the contract with an operating agency, not to exceed 60 days, in making payment for a health care benefit, service or item that the organization is required to provide under its contract with an operating agency;

(E) engaging, as a managed care organization, a PCCM or an association, group or individual health care provider furnishing services through managed care, in a fraudulent activity in connection with the enrollment in the organization's managed care plan of an individual eligible for medical assistance or in connection with marketing the organization's services to an individual eligible for medical assistance.

(F) discriminating against enrollees or prospective enrollees on any basis, including, without limitation, age, gender, ethnic origin or health status;

(G) failing as a managed care organization, to comply with any term within a contract with a Medicaid operating agency to provide health care services to Medicaid recipients; and

(H) failing, as a managed care organization, reasonably to provide to the relevant operating agency, upon its written request, encounter data and/or other data contractually required to document the services and items delivered by or through the MCO to Medicaid recipients.

(10) Cost Report Violations.

(A) reporting costs of noncovered or nonchargeable services as covered items; e.g., incorrectly apportioning or allocating costs on cost reports; including costs of noncovered services, supplies or equipment in allowable costs; arrangements between providers and employees, related parties, independent contractors, suppliers, and others that appear to be designed primarily to overstate the costs to the program through various devices (such as commissions or fee splitting) to siphon-off or conceal illegal profits;

(B) reporting costs not incurred or which were attributable to nonprogram activities, other enterprises or personal expenses;

(C) including unallowable cost items on a cost report;

(D) manipulating or falsifying statistics that result in overstatement of costs or avoidance of recoupment, such as incorrectly reporting square footage, hours worked, revenues received, or units of service delivered;

(E) claiming bad debts without first genuinely attempting to collect payment;

(F) depreciating assets that have been fully depreciated or sold or using an incorrect basis for depreciation; and

(G) reporting costs above the cost to the related party.

(11) Kickbacks and Referrals.

(A) violating any of the provisions specified in §371.1721(b) of this subchapter relating to kickbacks, bribes, rebates, referrals, inducements, or solicitation;

(B) as a physician, referring a Medicaid patient to an entity with which the physician has a financial relationship for the furnishing of designated health services, payment for which would be denied under Title XVIII (Medicare) pursuant to §1877 and §1903(s) of the Social Security Act (Stark I and II). Neither federal financial participation nor this state's expenditures for medical assistance under the state Medicaid plan may be used to pay for services or items delivered within the program and within a relationship that violates Stark I or II. The Commission hereby references and incorporates within these rules the federal regulations promulgated pursuant to Stark I and II, and expressly recognizes all exceptions to the prohibitions on referrals established within those rules.

(C) failing to disclose documentation of financial relationships necessary to establish compliance with Stark I and II, as set forth in subparagraph (B) of this paragraph; and

(D) offering to pay or agreeing to accept, directly or indirectly, overtly or covertly any remuneration in cash or in kind to or from another for securing or soliciting a patient or patronage for or from a person licensed, certified, or registered or enrolled as a provider or otherwise by a state health care regulatory or health and human service agency.

§371.1619.Prima Facie Evidence.

Prior to imposing an administrative action, sanction, or damage or penalty (set forth in Divisions 3-6 of this Subchapter), the Inspector General shall establish by prima facie evidence the occurrence of the program violation(s) or affiliate relationships on which the administrative enforcement will be based.

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 June 7, 2004.

TRD-200403708

Steve Aragón

General Counsel

Texas Health and Human Services Commission

Earliest possible date of adoption: July 18, 2004

For further information, please call: (512) 424-6576


3. ADMINISTRATIVE ACTIONS

1 TAC §§371.1629, 371.1631, 371.1633

The new rules are proposed under §531.033 and §531.021, Texas Government Code, which provides the Commission with broad rulemaking authority; §32.021(a), (c), Human Resources Code, provides that the Commission shall adopt necessary rules for the proper and efficient administration of the medical assistance program; 531.102 establishes the Office of Inspector General (formerly the Office of Investigations and Enforcement) and imposes responsibility for investigation of fraud and abuse in the provision of health and human services and the enforcement of state law relating to the provision of those services; the rules specifically implement the provisions of HB2292 and 1743; 42 CFR §455.13 requires the Medicaid agency have methods and criteria for identifying suspected fraud and abuse cases and methods for investigating fraud and abuse, and referring cases for criminal prosecution; 42 CFR, Part 455 specifies all federal requirements of the Commission to provide for Medicaid fraud and abuse program integrity; 42 CFR §1002.2 provides authority for the Commission to exclude Medicaid providers from participation in the Medicaid program; 42 CFR Parts 1002 and 1001 provide all requirements relating to exclusion of providers; and various other state and federal statutes place requirements on the Commission to implement a fraud and abuse program integrity component. The proposed rules meet the mandates of the state and federal statutes delineated above and the state statutes above provide the Commission with broad rulemaking authority for the implementation of those mandates.

The proposed rules affect Chapter 531, Texas Government Code, and Chapter 32, Human Resources Code.

§371.1629.Use of Administrative Actions.

(a) The Inspector General utilizes administrative actions to address identified program violations through preventive means or by referral for review by an appropriate state or federal agency. The Inspector General may impose an administrative action independently or in conjunction with other enforcement measures. An administrative action need not be taken prior to the imposition of an administrative sanction.

(b) Administrative actions do not trigger due process. Subsequent sanctions taken by the Inspector General or another enforcement body as a result of a referral for additional review made pursuant to an administrative action may require due process, but the administrative action itself does not.

§371.1631.Non-exclusive List of Administrative Actions.

(a) The Inspector General may take any of the following administrative actions, singly or in combination, to prevent future program violations and/or to verify compliance with program requirements:

(1) transfer to a closed-end contract or provider agreement for a specified period of time or a provisional or probationary contract or provider agreement with variable case-by-case options applied to the terms and conditions;

(2) attendance at provider education sessions;

(3) prior authorization of selected services--Failure to submit and receive prior authorization prior to the service being rendered and billed would result in denial of the claim;

(4) prepayment review - Entails a review of all, or certain specific services of an individual provider before payment. It is a different process than the Random Prepayment Review specified in Subchapter B, §371.29;

(5) postpayment review - Entails a review of all, or certain specific services of an individual provider after payment;

(6) attendance in informal or formal provider corrective action meetings;

(7) submission of additional documentation or justification that is not normally required to accompany submitted claims. Failure to submit legible documentation or justification requested would result in denial of the claim;

(8) oral, written, or personal educational contact with the provider;

(9) posting of a surety bond or providing a letter of credit, as provided in Subchapter B, §371.23; and

(10) having a subpoena served to compel an appearance for testimony or the production of relevant evidence, as determined by the Inspector General, and as provided in Subchapter B, §371.21 and §371.1633 of this subchapter.

(b) Referral for additional review or investigation:

(1) referral to peer review outside the Commission or operating agency;

(2) referral to the appropriate state licensing board;

(3) referral to the Department of Health and Human Services, including referral for action under the Civil Monetary Penalties Law (the Social Security Act, §1128);

(4) referral for fraud investigation and criminal fraud prosecution;

(5) referral for civil fraud prosecution and imposition of civil damages or penalties;

(6) referral for recovery of overpayments and administrative penalties and damages through judicial means;

(7) referral to a collection agency, or any other collection authority, for recovery of overpayments and administrative penalties and damages;

(8) referral to credit bureaus for failure to pay all imposed recoupments and damages and penalties; and

(9) all other referrals required to perform statutory or regulatory functions.

§371.1633.Subpoena Authority.

(a) The Inspector General may, upon a determination of good cause, and with the approval of the Executive Commissioner or the Executive Commissioner's designee, issue a subpoena, in connection with an investigation conducted by the Inspector General, to compel the attendance of a relevant witness or the production of relevant evidence as determined by the Inspector General. "Good cause" will be determined from the specific circumstances of the investigation. Circumstances that may result in a determination of "good cause" include, but are not limited to, the following situations:

(1) A provider's failure to comply with an OIG investigative demand for the attendance of a relevant witness or the production of relevant evidence;

(2) A provider's past history of failing to comply with an OIG investigative demand for the attendance of a relevant witness or the production of relevant evidence;

(3) A reasonable belief that, without the issuance of a subpoena, relevant evidence will be compromised;

(4) A determination that there is an immediate threat to the health or safety of a Medicaid recipient; or

(5) A substantial likelihood of loss of state or federal funds.

(b) The subpoena may be served personally or by certified mail. Failure to comply with a subpoena will result in the Inspector General, through the Attorney General, filing suit to enforce the subpoena in a state district court.

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 June 7, 2004.

TRD-200403709

Steve Aragón

General Counsel

Texas Health and Human Services Commission

Earliest possible date of adoption: July 18, 2004

For further information, please call: (512) 424-6576


4. ADMINISTRATIVE SANCTIONS

1 TAC §§371.1643, 371.1645, 371.1647, 371.1649, 371.1651, 371.1653, 371.1655, 371.1657, 371.1659, 371.1661, 371.1663, 371.1665, 371.1667, 371.1669, 371.1671, 371.1673, 371.1675, 371.1677, 371.1679, 371.1681, 371.1683, 371.1685, 371.1687, 371.1689

The new rules are proposed under §531.033 and §531.021, Texas Government Code, which provides the Commission with broad rulemaking authority; §32.021(a), (c), Human Resources Code, provides that the Commission shall adopt necessary rules for the proper and efficient administration of the medical assistance program; 531.102 establishes the Office of Inspector General (formerly the Office of Investigations and Enforcement) and imposes responsibility for investigation of fraud and abuse in the provision of health and human services and the enforcement of state law relating to the provision of those services; the rules specifically implement the provisions of HB2292 and 1743; 42 CFR §455.13 requires the Medicaid agency have methods and criteria for identifying suspected fraud and abuse cases and methods for investigating fraud and abuse, and referring cases for criminal prosecution; 42 CFR, Part 455 specifies all federal requirements of the Commission to provide for Medicaid fraud and abuse program integrity; 42 CFR §1002.2 provides authority for the Commission to exclude Medicaid providers from participation in the Medicaid program; 42 CFR Parts 1002 and 1001 provide all requirements relating to exclusion of providers; and various other state and federal statutes place requirements on the Commission to implement a fraud and abuse program integrity component. The proposed rules meet the mandates of the state and federal statutes delineated above and the state statutes above provide the Commission with broad rulemaking authority for the implementation of those mandates.

The proposed rules affect Chapter 531, Texas Government Code, and Chapter 32, Human Resources Code.

§371.1643.Use of Sanctions.

(a) In response to program violations in the Medicaid and other HHS programs, including but not limited to any substantiated reason specified in §371.1617 of this subchapter, the Inspector General may impose against a provider or person, as defined in §371.1601 of this subchapter, any one or combination of sanctions specified in subsection (b) of this section. Any sanctions imposed for violations of non-Medicaid, HHS programs will be in accordance with the applicable law governing the specific HHS program. The imposition of an administrative action is not prerequisite to the use of a sanction, although sanctions may be imposed in conjunction with other administrative enforcement measures.

(b) Administrative sanctions include:

(1) exclusion from participation in the Titles V, XIX (Medicaid), XX, CHIP, and other HHS programs for a specified period of time, permanently, or indefinitely; (In this subchapter, exclusion from Medicaid automatically precipitates concurrent exclusion from Titles V, XX, and CHIP.)

(2) suspension of payments (payment hold) to a provider in Titles V, XIX (Medicaid), XX, CHIP, and other HHS programs;

(3) recoupment of overpayments in Titles V, XIX (Medicaid), XX, CHIP, and other HHS programs;

(4) recoupment of overpayments projected from a sampling process in Titles V, XIX (Medicaid), XX, CHIP, and other HHS programs;

(5) restricted reimbursement for a specified period of time or indefinitely in Titles V, XIX (Medicaid), XX, CHIP, and other HHS programs - Specific services will not be reimbursed to an individual provider during the time the provider is on restricted reimbursement; however, other services, as determined by the Inspector General, will be reimbursed; and

(6) cancellation of provider contract or provider agreement in Titles V, XIX (Medicaid), XX, CHIP, and other HHS programs.

(c) Providers or Persons Subject to Sanctions.

(1) Providers or persons furnishing services or items directly or indirectly for the Medicaid or other HHS programs are subject to sanctions for violations of the program;

(2) Any affiliates of a provider or person as specified in subsection (d) of this section.

(3) Providers or persons in violation of any of the violations set forth in Subchapter G of this Chapter; and

(4) Providers or persons committing other program violations for which the Inspector General determines that sanctions are appropriate.

(d) Affiliate Relationship.

(1) A provider or person, as defined in §371.1601 of this Subchapter, is deemed to have an affiliate relationship with another provider or person, if they:

(A) have a direct or indirect ownership interest (or any combination thereof) of 5% or more in the entity;

(B) are the owner of a whole or part interest in any mortgage, deed of trust, note or other obligation secured (in whole or in part) by the entity or any of the property assets, thereof, in which whole or part interest is equal to or exceeds 5% of the total property and assets of the entity;

(C) are an officer or director, if organized as a corporation;

(D) are a partner, if organized as a partnership;

(E) are an agent or consultant;

(F) are a managing employee, that is, a person (including a general manager, business manager, administrator or director) who exercises operational or managerial control over a person or part thereof, or directly or indirectly conducts the day-to-day operations of the entity or part thereof;

(G) are providers or person(s) associated with one another so that any one of them, directly or indirectly, controls or has the power to control another in whole or in part;

(H) share any of the following: e.g. tax identification numbers, social security numbers, bank accounts, telephone number, business location. (This is not an all inclusive list); or

(I) was formerly described in subsection (d)(1) of this section, but is no longer described, because of a transfer of ownership or control interest to an immediate family member or a member of the person's household as defined in subsection (d)(3) of this section, in anticipation of, or following a conviction, assessment of damages or penalties under §371.1721 et seq. of this subchapter, or imposition of a sanction.

(2) The Inspector General may sanction an affiliate of a provider or person, as defined in §371.1601 of this subchapter, if a provider or person with an affiliate relationship:

(A) has been convicted of a criminal offense related to the Medicaid or Medicare program or as described in §§1128(a) and 1128(b)(1), (2), or (3) of the Social Security Act;

(B) has had damages and penalties or assessments imposed under §371.1721 et seq. of this subchapter or §1128A of the Social Security Act; or

(C) has been excluded from participation in Medicaid, Medicare, or any state's health care program.

(3) For purposes of this section, the following terms are defined as:

(A) Agent means any person who has express or implied authority to obligate or act on behalf of a provider or person, as defined in §371.1601 of this subchapter.

(B) Immediate family member means, a person's husband, wife, or spouse; natural or adoptive parent; child or sibling; stepparent, stepchild, stepbrother or stepsister; father-, daughter-, son-, brother- or sister-in-law; grandparent or grandchild; or spouse of a grandparent or grandchild.

(C) Indirect ownership interest includes an ownership interest through any other entities that ultimately have an ownership interest in the provider or person in issue. (For example, an individual has a 10 percent ownership interest in the entity at issue if they have a 20 percent ownership interest in a corporation that wholly owns a subsidiary that is a 50 percent owner of the entity in issue.)

(D) Member of household means, with respect to a person, with whom they are sharing a common abode as part of a single-family unit, including domestic employees, partners, and others who live together as a family unit.

(E) Ownership interest means an interest in the capital, the stock or the profits of the entity or any mortgage, deed, trust or note, or other obligation secured in whole or in part by the property or assets of the person.

(e) Failure to Grant Immediate Access.

(1) The Inspector General may sanction any provider or person, including managed care organizations and their subcontractors, as defined in §371.1601 of this subchapter, that:

(A) fails to grant immediate access upon reasonable request to:

(i) the Inspector General;

(ii) the Attorney General's Medicaid Fraud Control Unit or Civil Fraud Division;

(iii) any state or federal agency authorized to conduct compliance, regulatory, or program integrity functions on the provider, person, or the services rendered by the provider or person; or

(iv) any agent or consultant of any agency or division within an agency formerly described in subparagraph (A) of this paragraph;

(B) fails to allow the Inspector General or any other federal or state agency, division, agent or consultant as described in subparagraph (A) of this paragraph to conduct any duties that are necessary to the performance of their statutory functions;

(C) fails to provide to the Inspector General or any other federal or state agency, division, agent or consultant as described in subparagraph (A) of this paragraph, upon request and as requested, for the purpose of reviewing, examining, and securing custody of records, access to, disclosure of, and custody of copies or originals of any records, documents, or other requested items, as determined necessary by the Inspector General or those specified in subparagraph (A) of this paragraph to perform statutory functions, any records the provider or person is required to maintain; any records necessary to verify items or services furnished and delivered under Medicaid, any other HHS program, or any state health care program to determine whether payment for those items or services is due or was properly made. This includes, without limitation: clinical medical patient records, other records pertaining to the patient, any other records of services provided to Medicaid or other HHS program recipients and payments made for those services, documents related to diagnosis, treatment, service, lab results, charting, billing records, invoices, documentation of delivery of items, equipment, or supplies, and radiographs and all requirements of §371.1617(a)(2) of this subchapter. It also includes the business and accounting records with backup support documentation, statistical documentation, computer records and data, patient sign in sheets, and schedules. Accessible information must include information that is necessary for the agencies specified in this paragraph to perform statutory functions. It includes those elements described in §371.1601 of this subchapter (definition of "failure to provide immediate access").

(2) For purposes of paragraphs (1)(A) and (1)(B) of this subsection, the term:

(A) Failure to grant immediate access means the failure to grant access at the time of a reasonable request.

(B) Reasonable request means a request made by a properly identified agent of the Inspector General or another state or federal agency identified in paragraph (1)(A) of this subsection, during hours that the business or premises is open for business.

(3) For purposes of paragraph (1)(C) of this subsection, the term Failure to grant immediate access means:

(A) The failure to produce or make available records within 24 hours of the request for production, for the purpose of reviewing, examining, and securing custody of records upon reasonable request, as determined by the requestor, Inspector General and all other state and federal agencies, except where the Inspector General or another state or federal agency identified in paragraph (1)(A) of this subsection reasonably believes that requested documents are about to be altered or destroyed or that the request may be completed at the time of the request and/or in less than 24 hours;

(B) The failure to provide access to requested records at the time of the request, for the purpose of reviewing, examining, and securing custody of records upon reasonable request, when the Inspector General or another state or federal agency identified in paragraph (1)(A) of this subsection, has reason to believe that requested documents are about to be altered or destroyed or the request, in the opinion of the Inspector General or the other requestor, determined that the request could be met at that time and/or in less than 24 hours.

(C) Reasonable request means a request for records or documents made by a properly identified agent of the Inspector General or another state or federal agency identified in paragraph (1)(A) of this subsection, during hours that the business or premises is open for business.

(4) In most instances, providers or persons required to produce records or documents will be required to complete a Records Affidavit, Business Records Affidavit, Evidence Receipt, and/or Patient Record Receipt, at the direction of the requestor, and to attach these documents to the records provided.

(5) As directed by the requestor, and in accordance with the provisions of subsection (e) of this section, the provider or person will relinquish custody of the records and documents and the requestor will take custody of the records and remove them from the premises. If the requestor should allow longer than "at the time of the request" to produce the records, the provider or person will be required to produce all records completed, at the time of completion or at the end of each day of production, as directed by the requestor, to the requestor who will take custody of the records. Failure to comply with the provisions of this part will result in a finding of Failure to grant immediate access.

(6) Nothing in this section shall in any way limit access otherwise authorized under State or Federal law.

(7) Exclusion.

(A) A program exclusion imposed against a provider or person under this section may be for a period equal to the sum of:

(i) The length of the period during which the immediate access was not granted, and

(ii) An additional period of up to one year.

(B) The exclusion of a provider or person may be for a longer period than the period in which immediate access was not granted based on consideration of the following factors:

(i) The impact of the failure to grant the requested immediate access on Medicaid;

(ii) The circumstances under which such access was refused; and

(iii) Whether the provider or person has a documented history of criminal, civil, or administrative wrongdoing. The lack of any prior record is to be considered neutral.

(C) For purposes of this section, the length of the period in which immediate access was not granted will be measured from the time the request is made.

(D) The exclusion will be effective as of the date immediate access was not granted.

(8) The Inspector General will work with the provider or person, within the limitations necessitated by the circumstances of the investigative case, to provide the provider or person, within a reasonable time, as determined by the Inspector General, and at the provider or person's expense, with copies of the records necessary for the provider to continue their immediate business. Nothing herein shall be interpreted to impede the Inspector General's or other requestor's ability to obtain all records and documents as required and to which the requestor is entitled under this section.

§371.1645.Imposing a Sanction.

(a) In determining the sanction or combination of sanctions to be imposed, the Inspector General may consider the seriousness of the program violation, the extent of the violation, degree and severity of the violation, prior non-compliance issues, prior imposition of sanctions, damages, or penalties, pattern of non-compliance, willingness to comply with program rules, efforts to interfere with an investigation or witnesses, recommendations of peer review groups, program violations within Medicaid, Medicare, Titles V, XX, CHIP, and other HHS programs, pertinent affiliate relationships, past and present compliance with licensure and certification requirements, or any other pertinent information deemed appropriate by Medicaid Integrity or the Inspector General .

(b) With regard to those exclusions for which no specific period of time is mandated by law or regulation, the Inspector General will determine the length of exclusion based upon the criteria in subsection (a) of this section.

§371.1647.Notice of Sanction.

(a) The Inspector General provides written notice of a potential sanction(s) by certified mail with return receipt or by facsimile transmission with confirmation page. A recoupment requires both an initial written notice of potential sanction and a subsequent written notice of final sanction; therefore, any additional sanctions of any type in the same notice letter with a recoupment will require both notice letters. Additional provisions regarding notice of an exclusion are provided in §371.1649 of this subchapter. If there is no specific requirement in Subchapter G for a written notice of a potential sanction for an individual specific situation, the only sanction notice letter required is the notice of final sanction.

(b) Potential sanction. The written notice of potential sanction includes:

(1) a description of the potential sanction;

(2) the basis of the potential sanction;

(3) the effect of the potential sanction;

(4) its duration (duration could be indefinite or until a certain event occurred), if appropriate; and

(5) if the sanction is an exclusion, the notice must contain a description of the method the provider uses to request reinstatement, unless the exclusion is permanent.

(c) In the case of a recoupment, a statement of the provider's or person's right to request a formal appeal hearing of the potential sanction is not provided in the initial notice letter, since this is not a final sanction. A statement of the provider's or person's right to request a formal appeal hearing of the final sanction will be subsequently provided with the final written notice of the Inspector General's final overpayment determination.

(d) Final sanction. The written notice of final sanction includes:

(1) a description of the final sanction;

(2) the basis of the final sanction;

(3) the effect of the final sanction;

(4) its duration (duration could be indefinite or until a certain event occurred), if appropriate;

(5) a statement of the provider's or person's right to request a formal appeal hearing of the sanction; and

(6) if the sanction is an exclusion, the notice must contain a description of the method the provider or person uses to request reinstatement, unless the exclusion is permanent.

(e) The sanctions will take effect in the following manner:

(1) Recoupment - The provider or person will receive a notice of a potential sanction to impose recoupment. The provider or person may request an informal review, to informally discuss the issues and allow the provider or person an opportunity to provide information they deem appropriate. Subsequently, the Inspector General will make a final determination regarding the amount to be recouped. Upon that determination, the Inspector General will send final determination and notice of recoupment to the provider or person.

(2) Payment hold - A payment hold on payments of future claims submitted for reimbursement will be imposed, without prior notice, as specified in §371.1703(b) of this subchapter. The provider will be notified of the payment hold not later than the fifth (5th) working day after the date the hold is imposed. The payment hold will remain in effect until all issues regarding the provider's billing practices are finally resolved, including all litigation and judicial processes.

(3) Restricted reimbursement - The provider will receive final notice of intent to impose restricted reimbursement unless the provider meets one of the exception criteria enumerated in §371.1649 and §371.1651 of this subchapter. The provider may request an informal review and/or an administrative appeal hearing as described in paragraph (1) of this subsection.

(4) Exclusion - The provider or person will receive a notice of potential imposition of exclusion unless the provider meets one of the exception criteria enumerated in §371.1649 and §371.1651 of this subchapter. The provider or person may request an informal review, to informally discuss the issues and allow the provider or person an opportunity to provide information they deem appropriate. This process will occur before the Inspector General submits it's final notice of exclusion to the provider or person. At that time, the provider or person may request an administrative appeal hearing as described in paragraph (1) of this subsection.

(5) Cancellation of contract or provider agreement - The provider or person will receive a notice of potential cancellation of contract or provider agreement unless the provider meets one of the exception criteria enumerated in §§371.1649 and 371.1651 of this subchapter. The provider may request an informal review as described in paragraph (1) of this subsection. This process will occur before the Inspector General submits it's final notice of cancellation of contract or provider agreement to the provider or person. If a provider or person is excluded who also has a contract or provider agreement, prior notice of the cancellation of contract or provider agreement is not a requirement, since the scope and effect of the exclusion, as specified in §371.1673 of this subchapter, does not allow that person to participate in Titles XIX, V, XX, CHIP, and other HHS programs. The contract or provider agreement in that instance would be cancelled effective the effective date of the exclusion.

§371.1649.Exceptions to Prior Notice of Exclusion, Cancellation of Contract or Provider Agreement, and Restricted Reimbursement.

When the decision to impose an exclusion, cancellation of contract or provider agreement, or restricted reimbursement is based upon circumstances that indicate the occurrence of any of the following, the Inspector General provides written notice as specified in §371.1647 of this subchapter:

(1) any criminal conduct;

(2) any act or omission by a provider or person directly or indirectly furnishing services or items or with authority or control over the business or the furnishing of services or items within the Medicaid, Medicare, or other HHS programs or any other reason that results in the preclusion of federal financial participation (FFP) with regard to claims submitted by the provider or person committing the act or omission or otherwise. Medicaid is prohibited from paying 100% state general revenue funds when a loss of FFP has occurred, e.g. provider's or person's exclusion from Medicare or loss of licensure or certification;

(3) any act or omission by a provider or person directly or indirectly furnishing services or items within the Medicaid or other HHS programs that presents a significant health, safety, or security hazard to a recipient receiving services or items from that person;

(4) any act or omission by a provider or person directly or indirectly furnishing items or services within the Medicaid or other HHS programs that causes financial loss to a recipient receiving those services and that is a violation of the Medicaid or other HHS program;

(5) any act or omission by a provider or person directly or indirectly furnishing items or services within the Medicaid or other HHS programs that indicates a pattern of repeated violations of any one or combination of those programs;

(6) any act or omission by a provider or person directly or indirectly furnishing services or items within the Medicaid or other HHS programs that causes a significant overpayment due to billing for services not provided or not provided according to the requirements of the Medicaid or other HHS program;

(7) any act or omission by a provider or person directly or indirectly that prevents a requesting agency from obtaining immediate access, in accordance with §371.1643 of this subchapter, to premises, records, documents, or other requested items that must be maintained in order to participate in the Medicaid or other HHS programs or have been determined to be necessary for the complete investigation by the Inspector General or any of the other agencies and agents specified;

(8) any loss of a condition that is a requirement of the Medicaid or other HHS program, e.g. loss of license, certification, Medicare participation, etc.; or

(9) if the Inspector General determines that the health or safety of individuals receiving services under Medicaid or other HHS program warrants an exclusion taking place immediately in accordance with §371.1651 of this subchapter.

§371.1651.Immediate Sanctions Due to Health and/or Safety.

The Inspector General may immediately exclude a provider or person, place on restricted reimbursement, and/or cancel a contract or provider agreement of a provider or person if the Inspector General determines that the provider or person is or may be placing the health and/or safety of individuals receiving services, under Medicaid or any HHS program, at risk. In accordance with 42 CFR §1001.2003(c), the Inspector General may immediately exclude the provider or person. This may occur prior to the initiation or completion of a hearing at the State Office of Administrative Hearings (SOAH). In this situation, the provider or person's exclusion, restricted reimbursement, and/or cancellation of contract or provider agreement would be effective immediately upon notice of immediate exclusion or cancellation of contract or provider agreement.

§371.1653.Exclusion.

(a) The Inspector General's authority to exclude providers or persons from participation in federally funded state health care programs emanates from federal and state law. With regard to exclusion, federal law defines "state health care programs" to include Titles V, XIX, and XX, and exclusion from Medicare or any one of the state health care programs requires exclusion as to all of the programs within the definition. The Inspector General determines the necessity for exclusion according to federal regulations set forth at 42 CFR Part 1001, and pursuant to this state's authority, as acknowledged by 42 CFR Part 1002.

(b) Types of exclusion. Exclusion may be:

(1) mandatory, which requires the Inspector General to exclude persons based upon specific occurrences set forth in this subchapter or at 42 CFR §1001.101; or

(2) permissive, with regard to which the Inspector General maintains discretion to exclude persons for circumstances set forth at 42 CFR §1001.201 or for other program violations for which the Inspector General determines that exclusion is an appropriate sanction.

(c) When the basis for exclusion is derivative of a final order, judgment, action by a court or another governmental agency, or any other prior determination (e.g. a conviction, plea, licensure board order, settlement or repayment agreement, administrative law judge decision), the Inspector General need not re-establish the factual or legal basis for the underlying determination. The basis for the underlying determination is not reviewable and the provider or person, as defined in §371.1601 of this subchapter, may not collaterally attack the underlying determination, either on substantive or procedural grounds, in an administrative hearing. Non-derivative exclusions are based on factual determinations made initially by the Inspector General and supported by prima facie evidence.

(d) On and after the effective date of exclusion, providers who were excluded cease to be providers and, for purposes of Subchapter G, are considered persons, as defined in §371.1601 of this subchapter.

§371.1655.Mandatory Exclusion.

The Inspector General will exclude from participation in Titles V, XIX, XX, and other HHS programs:

(1) any provider or person who must be excluded pursuant to grounds set forth at 42 USC §1320a-7(a) or 42 CFR §1001.101. The length of exclusion under this subsection will be equivalent to: the length of exclusion required by federal statute or regulation plus, pursuant to state authority, a minimum period of one year beyond the federally mandated period of exclusion, determined according to the severity of the offense.

(2) any managed care organization or other entity furnishing services under a §1915 (b)(1) waiver of the Social Security Act, if such organization or entity could be excluded under 42 CFR §1001.1001 ("Exclusion of Entities Owned or Controlled by a Sanctioned Person") or §1001.1051 ("Exclusion of Individuals with Ownership or Control Interest in Sanctioned Entities") or, directly or indirectly, has a substantial contractual relationship (as defined in 42 CFR §1002.203) with an individual or entity that could be excluded under 42 CFR §1001.1001 or §1001.1051. Length of exclusion under this subsection will be equivalent to that of the person whose relationship with the entity is the basis for the exclusion, subject to the exceptions established at 42 CFR §1001.3002(c).

(3) any provider or person who is found liable for a false claim or a managed care violation set forth within the state's damages and penalties statute at section 32.039(b) of the Human Resources Code. Term of exclusion under this subsection is as follows:

(A) except as provided by subparagraph (B) of this paragraph , when the violation resulted in injury to an elderly person (as defined by Human Resources Code §48.002(a)(1), a disabled person (as defined by Human Resources Code §48.002(a)(8)(A)), or a person younger than 18 years of age, the provider or person may not provide or arrange to provide health care services under Medicaid for a minimum period of ten (10) years to a maximum period of permanent exclusion. The period of exclusion begins on the date on which the determination that the provider or person is liable becomes final.

(B) except as provided by subparagraph (A) of this paragraph, when the violation did not result in injury to anyone in those categories of persons listed in paragraph (1) of this section, the provider or person may not provide or arrange to provide health care services under Medicaid for a period of three (3) years to a maximum period of permanent exclusion. The period of exclusion begins on the date on which the determination that the provider or person is liable becomes final.

(C) any provider or person who is convicted, as defined in §371.1601, or pleads guilty or nolo contendere of an offense arising from a fraudulent act under the Medicaid program, which results in injury to an elderly person (as defined by Human Resources Code §48.002(1)), a disabled person (as defined by Section 48.002 (8)(A), or a person younger than 18 years of age. Exclusion under this subsection is permanent. A person excluded under this subsection shall not be eligible for reinstatement to the program. The period of exclusion begins on the date on which the provider or person is convicted.

(4) any provider or person whose health care services or items are ineligible for federal financial participation. The period of exclusion begins on the date the provider's or person's health care services or items became ineligible for federal financial participation.

(5) any provider or person whose health care license, certification, or other qualifying requirement to perform certain types of service is revoked, suspended, or otherwise terminated such that the provider or person may not perform their profession due to the loss of the license, certification, or other qualifying requirement. The period of exclusion begins on the date the person lost their license, certification, or other qualifying requirement.

§371.1657.Permissive Exclusion.

The Inspector General may exclude from participation in Titles V, XIX, XX, CHIP and other HHS programs -

(1) any provider or person who commits a program violation as established by prima facie evidence, including but not limited to those set forth at §371.1617 of this subchapter, Human Resources Code §32.039(b), (u), (v) or §371.1721 et seq. of this subchapter, and Human Resources Code §36.002; and

(2) any provider or person, as defined in §371.1601 of this subchapter, who may be excluded for any reason for which the Secretary of the U.S. Department of Human Services or its agent could exclude such person under 42 USC §1320a-7(b) or 42 CFR Parts 1001 or 1003.

(3) any provider, entity, or person, if another provider, entity, or person, with whom they have a relationship:

(A) has been convicted of a criminal offense as described in §§1128(a) and 1128(b)(1), (2), or (3) of the Social Security Act;

(B) has had civil money penalties or damage and penalties assessments imposed under §371.1721 et seq. of this subchapter or §1128A of the Social Security Act; or

(C) has been excluded from participation in any one of the Titles V, XVIII, XIX, XX, CHIP, or other HHS program and such person:

(i) has a direct or indirect ownership interest (or any combination thereof) in the provider or person, as defined in §371.1601 of this subchapter;

(ii) is the owner of a whole or part interest in any mortgage, deed of trust, note or other obligation secured (in whole or in part) by the entity or any of the property assets thereof;

(iii) is an officer or director of the provider or person, if the entity is organized as a corporation;

(iv) is partner in the provider or person, if the provider or person is organized as a partnership;

(v) is an agent or consultant of the provider or person; or

(vi) is a managing employee, that is, a person (including a general manager, business manager, administrator, or director) who exercises operational or managerial control over the provider or person or part thereof; or

(D) was formerly described in paragraph (3) of this section, but is no longer so described, because of a transfer of ownership or control interest to an immediate family member or a member of the person's household, as defined in §371.1643 of this subchapter, in anticipation of or following a conviction, assessment of a CMP, or imposition of an exclusion or other sanction.

(4) any person that:

(A) has a direct or indirect ownership or control interest in a sanctioned entity, and who knows or should know, as defined in §1128A(i)(6) of the Social Security Act, of the action constituting the basis for the conviction or exclusion set forth in paragraph (2) of this section; or

(B) is an officer or managing employee, as defined in §371.1643 of this subchapter, of such provider, entity, or person.

§371.1659.Notice of Intent to Exclude.

Except as provided in paragraph (3) of this section, when the Inspector General proposes to exclude any person on mandatory grounds for a period exceeding 5 years or on permissive grounds, it gives written notice of its intent to exclude.

(1) Notice of potential to exclude includes:

(A) the basis for the potential exclusion;

(B) the potential effect of the exclusion; and

(C) whether the Inspector General also proposes to cancel any provider agreement held by the provider or person to be excluded.

(2) Within 30 days of receipt of the notice of potential exclusion, which is deemed to be 5 days from the date of the notice, the provider or person receiving notice may submit to the Inspector General, any documentary evidence or written argument regarding whether exclusion is warranted and any related issues. Submission of documentary evidence or written argument, however, is no guarantee that the Inspector General will not ultimately exclude the provider or person.

(3) If the Inspector General proposes to exclude a provider or person on grounds set forth at 42 CFR §1001.1301 (failure to grant immediate access to records), §1001.1401 (hospital's failure to comply with corrective action plan required by the Health Care Finance Administration (HCFA), or §1001.1501 (default on health education loan or scholarship obligations), it need not send a notice of intent to exclude and may effect exclusion upon providing notice of exclusion (as set forth below).

§371.1661.Notice of Exclusion.

Except as provided in §371.1665 (Notice of Proposal to Exclude) of this subchapter, if the Inspector General determines, after review of any evidence or argument offered by a provider or person entitled to provide same, that exclusion is warranted, it will send a written notice of final exclusion to the affected provider or person. Such notice will state:

(1) the basis for the final exclusion;

(2) the length of the final exclusion and, where applicable, the factors considered in determining the length;

(3) the effect of the final exclusion;

(4) the earliest date on which the Inspector General will consider a request for reinstatement;

(5) the requirements and procedures for reinstatement; and

(6) the appeal rights available to the excluded person.

§371.1663.Effective date of Exclusion.

Except for immediate exclusion based upon grounds set forth at 42 CFR §1001.1301 (failure to grant immediate access to records) and §§371.1649 or 371.1651 of this subchapter, exclusion will be effective 20 days from the date of the notice of exclusion.

§371.1665.Notice of Proposal to Exclude.

(a) Except as provided in subsection (e) of this section, if the Inspector General proposes to exclude a provider or person on grounds set forth at:

(1) 42 CFR §1001.901 (false or improper claims),

(2) 42 CFR §1001.951 (fraud and kickbacks and other prohibited activities), §1001.1601 (violations of the limitations on physician charges), or

(3) 42 CFR §1001.1701 (billing for services of assistant at surgery during cataract operations); the Inspector General will send written notice of this decision to the affected person.

(b) The written notice of proposal to exclude includes the same information that must be included in a notice of exclusion set forth in §371.1661 of this subchapter, as well as an indication of whether the Inspector General intends to terminate any provider agreement or contract of the affected provider or person.

(c) The exclusion will be effective 20 days after the date of the notice of proposal to exclude, unless, within that period, the affected person files with the Inspector General, a written request for a hearing by SOAH. A request for hearing must set forth:

(1) the specific issues or statements in the notice of proposal to exclude with which the person disagrees;

(2) the basis for the disagreement;

(3) the defenses on which reliance is intended;

(4) any reasons why the proposed length of exclusion should be modified; and

(5) reasons why the health or safety of individuals receiving services from the relevant state health care program(s) does not warrant the exclusion going into effect prior to the completion of the requested hearing.

(d) If the affected person does not file a timely written request for hearing as provided in subsection (c) of this section, the Inspector General will send a notice of exclusion as described in §371.1661 of this subchapter. If the affected person makes a timely written request for a hearing and the Inspector General determines that the health or safety of individuals receiving services under the relevant state health care program(s) does not warrant an immediate exclusion, an exclusion will not go into effect unless the hearing officer or administrative law judge at the hearing upholds the decision to exclude.

(e) If, prior to issuing a notice of proposal to exclude under subsection (a) of this section, the Inspector General determines that the health and safety of individuals receiving services under the relevant state health care program(s) warrants the exclusion taking place prior to the completion of the hearing by the relevant operating agency, the Inspector General will proceed under §371.1659 (Notice of Intent to Exclude) and §371.1661 (Notice of Exclusion) of this subchapter.

§371.1667.Due Process for Administrative Sanctions.

(a) The Inspector General affords, to any provider or person against whom it imposes sanctions, all administrative and judicial due process remedies applicable to administrative sanctions. Pursuant to its own rules governing hearings and appeals, the State Office of Administrative Hearings (SOAH) provides formal appeal hearings for those persons who appeal final sanctions imposed by the Inspector General.

(b) The person is also offered, in the sanction notice letter, an opportunity to request an informal review of the imposition of sanction. The provider or person is given an opportunity to submit documentary evidence and written argument concerning whether the sanction is warranted and other related issues. Submission of documentary evidence or written argument, however, is no guarantee that the Inspector General will not ultimately impose administrative sanctions against the provider or person. The provider or person may choose to request an informal review, a formal appeal hearing, or both. If both an informal review and formal appeal hearing are chosen, the formal appeal hearing and all pertinent discovery, prehearing conferences, and all other issues and activities regarding the formal appeal hearing will be abated until all informal review discussions have ended without settlement or resolution of the issues. In certain situations, the informal review will not be offered.

(c) When the exclusion is based on the existence of a criminal conviction, a civil fraud finding, a civil judgment imposing liability by federal, state, or local court, a determination by another government agency or board, any other prior determination, or provisions within a settlement agreement, the basis for the underlying determination is not reviewable and the individual or entity may not collaterally attack the underlying determination, either on substantive or procedural grounds, in an administrative appeal.

§371.1669.Notice of Appeal.

(a) To appeal a final sanction imposed by the Inspector General, a provider or person shall file a written request for appeal with the Inspector General within twenty (20) calendar days of the date of the person's receipt of the notice of final sanction, unless specified otherwise in other sections of this subchapter. The Inspector General will then forward the notice of appeal to the Commission's Office of General Counsel for docketing at SOAH. If an informal review has also been requested, the appeal will be abated until all efforts to resolve or settle the sanction have been unsuccessful. At the conclusion of the informal review process, the Inspector General will then forward the notice of appeal to the Commission's Office of General Counsel for docketing at SOAH.

(b) The letter requesting an appeal hearing or informal review will contain a statement as to the specific issues, findings, and/or legal authority in the notice letter with which the sanctioned provider or person disagrees, and the basis for their contention that the specific issues or findings and conclusions are incorrect. The request for a hearing must be made in writing to the Director of Medicaid Integrity. The request must be signed by the provider or person sanctioned or by their attorney and sent by certified mail to arrive in Medicaid Integrity by the filing deadline. No other person or party may appeal for or on behalf of the sanctioned provider or person.

§371.1671.Settlement.

The Inspector General has authority to settle any issues or case, without consent of the SOAH Administrative Law Judge.

§371.1673.Scope and Effect of Exclusion.

(a) Excluded Person and Affiliated Entities. Unless and until a person is reinstated into the Texas Medicaid program in accordance with §371.1689 of this subchapter, no payment will be made by any Texas health care program, Medicaid, or any HHS program for any item or service furnished by an excluded person on or after the effective date of exclusion.

(1) A person excluded pursuant to this subchapter must neither personally nor through a clinic, group, corporation, or other association or entity, bill or otherwise request or receive payment for any Title V, XIX, XX, CHIP, or other HHS programs for items or services provided on or after the effective date of the exclusion. Exclusion also prevents the excluded person from providing any services pursuant to the Medicaid and other HHS programs, whether or not the excluded person directly requests Medicaid or other HHS program payment for such services (e.g., a person excluded may not, until reinstated, conduct TILE case assessments for an employer participating within the program).

(2) A person excluded pursuant to this subchapter must not assess care or order or prescribe services, directly or indirectly, to Title V, XIX, XX, CHIP, or other HHS recipients after the effective date of exclusion. A clinic, group, corporation, or other association or entity must not submit to Title V, XIX, XX, CHIP, or other HHS programs claims for any assessments, services or items provided by a person within such organization or entity who is excluded from participation, unless the services or supplies were provided before the effective date of exclusion.

(3) An entity that employs or otherwise associates with a person excluded from participation in Titles V, XIX, XX, CHIP, or other HHS program pursuant to this subchapter must not include within a cost report or any documents used to determine an individual payment rate, a statewide payment rate or a fee, the salary, fringe, overhead, or any other costs associated with the person excluded.

(b) Persons other than person excluded and affiliated entities. Unless and until a person is reinstated into the Texas Medicaid program in accordance with §371.1689 of this subchapter, no payment will be made by any Texas health care program, Medicaid, or any HHS program for any item or service furnished pursuant to the medical direction, prescription or assessment of a person excluded under this subchapter on or after the effective date of exclusion, when the person furnishing the item or service knew or had reason to know of the exclusion.

(c) An order or prescription written before the exclusion of a physician is valid for the duration of the order.

(d) If, after the effective date of an exclusion, the excluded person submits or causes to be submitted claims for services (including case assessments) or items furnished within the period of exclusion, they may be subject to civil monetary penalty liability under §1128A(a)(1)(D), and criminal liability under §1128B (a)(3) of the Social Security Act and an administrative damage and penalty as set forth in §371.1721 et seq. of this subchapter.

§371.1675.Informing Other Interested Parties.

(a) In accordance with federal and state requirements, when the Inspector General excludes a person, the Inspector General shall promptly notify each appropriate state agency administering or supervising each state health care program, as well as the appropriate state or local authority or agency responsible for licensing or certifying the person excluded. Notification shall include:

(1) the facts, circumstances, and period of exclusion;

(2) a request that appropriate investigations be made and any necessary sanctions be invoked in accordance with applicable law and policy; and

(3) a request that the state or local authority or agency fully and timely inform the commission with respect to any actions taken in response to the commission's request.

(b) Through procedures and means it establishes, the Inspector General also notifies providers, recipients, and the public regarding persons excluded.

§371.1677.Obligation of All Health Care Providers regarding Exclusion.

(a) Each provider or person is responsible for ensuring that items or services furnished personally by, at the medical direction of, or on the prescription or order of an excluded person are not billed to the Titles V, XIX, XX, CHIP, and other HHS programs after the effective date of exclusion, as specified in this subchapter. This section applies regardless of whether an excluded person has obtained a program provider number or equivalent, either as an individual or as a member of a group, prior to being reinstated. Failure to ensure excluded providers are not participating in the activities above and/or billing for services rendered by an excluded person will result in exclusion of the currently active providers and persons allowing the forbidden activity, plus recoupment of all funds paid to the currently active provider or person for those activities, and imposition of damages and penalties against both the currently active provider or person and the excluded person. The damages and penalties are delineated in §371.1721 et seq. of this subchapter.

(b) Providers or persons must not bill recipients for services or items specified in subsection (a) of this section unless:

(1) the recipient is informed, before delivery of the item or service, that those services are not reimbursed by Medicaid; and

(2) the provider obtains and retains, before delivery of the item or service, a written signed consent from the recipient indicating that the recipient understands they are responsible for payment for the services and that the services or items are still desired.

(c) Providers or persons who violate these rules by billing recipients without the required disclosure and consent are subject to sanctions described in this subchapter.

§371.1679.Waiver of Exclusion.

The Inspector General may request a waiver of an exclusion mandated by federal law only in accordance with the requirements of 42 CFR §1001.1801. Waiver of an exclusion mandated by state law is limited to those circumstances of public health necessity set forth at 42 CFR §1001.1801. The Inspector General is not obligated to request a waiver of exclusion by virtue of a request for waiver from an excluded person. The decision to grant, deny, or rescind a request for a waiver is not subject to administrative or judicial review.

§371.1681.Provider Enrollment.

(a) Basis for Initial Provider Enrollment or Request for Additional Provider Numbers.

(1) The Commission, health and human services agencies, and their contractors determine the need for and approve individual provider participation through initial provider enrollment and enrollment for additional provider number(s), including managed care organizations and their subcontractors.

(2) The request for initial provider enrollment and enrollment for additional provider numbers could result in an abatement, denial, or postponement of approval by the Commission, through the Inspector General, as specified in §371.1603(a) of this subchapter, health and human services agencies, or their contractors. These actions do not give rise to due process notice and hearing requirements. In making the enrollment determination, the following will be considered

(A) accessibility of other health care to the recipient population;

(B) the provider's current or previous conduct, including conduct during participation in the Titles XVIII, XIX, XX, and V, CHIP, and any HHS programs in any state, or any conduct or action for which a sanction could have been taken, as described in subchapter G;

(C) the investigative findings in any current or previous investigation of the provider or person or their affiliates;

(D) licensure or certification actions against the provider or person or any provider or person with which they are affiliated, as described in §371.1643(d) of this subchapter;

(E) criminal history background check; and

(F) consideration of all of the above, in relation to the provider's or person's family member and member of household, as specified in §371.1643(d)(3) of this subchapter.

(b) Providers, persons, principals, or affiliates of providers or persons under investigation, who have sanctions pending, or have been sanctioned previously, by the Inspector General or any HHS program, may have any application for enrollment or new provider number decisions abated until all investigations, sanctions, and legal proceedings are finally resolved, as specified in §371.1603(a) of this subchapter.

§371.1683.Criminal History Checks.

The Commission, any HHS operating agency, or their contractors may conduct a criminal history check on any Medicaid, Title XX or V, CHIP, or any other HHS program provider or on any person or business entity who meets the definition of "indirect ownership interest" as defined in §371.1601 who are applying to become Medicaid, Title XX or V, CHIP, or other HHS providers, or who are applying to obtain new provider numbers or performing provider numbers. The Commission, operating agency, or their contractors may require the provider or applicant to provide a report from the Texas Department of Public Safety or other appropriate law enforcement agency of the criminal history of the provider or applicant in such form as the Commission or operating agency may require.

(1) If the Medicaid, Title XX or V, CHIP, or other HHS program provider or applicant is a corporation this requirement may be extended to officers and directors of the corporation, or to shareholders of 5% or more of the outstanding shares of such corporation, or who are required to disclose their ownership interest pursuant to federal law or regulation.

(2) If the Medicaid, Title XX or V, CHIP, or other HHS program provider or applicant is a partnership, whether general or limited, this requirement extends to all persons or corporations owning a beneficial interest in the partnership.

(3) If the Medicaid, Title XX or V, CHIP, or other HHS program provider or applicant is an individual or an unincorporated association of individuals the requirement shall extend to all persons and members of the association or who are applicants or providers.

(4) Medicaid, Title XX or V, CHIP, or other HHS program providers and applicants shall disclose and provide complete information regarding all misdemeanor and felony convictions of offenses on the Medicaid, Title XX or V, CHIP, or other HHS program provider application form. Failure to make full and accurate disclosure will be grounds for immediate denial of an application or termination of a contract with a provider in the Medicaid, Title XX or V, CHIP, or other HHS program.

(5) The Commission, operating agency, or their contractors may exempt from this requirement any person or entity which is licensed under the laws of this State and which licensure requires a criminal history check.

§371.1685.Use of Criminal History Record Information.

(a) If the Commission, operating agency, or their contractors determines through a criminal history check from the application for provider or performing provider status that the provider or applicant has been convicted of one of the following crimes the provider or applicant will not be eligible to participate in the Medicaid program, and if enrolled, the Commission, operating agency, or their contractors will terminate the provider's contract, or deny the application.

(1) An offense under chapter 19, Texas Penal Code (criminal homicide);

(2) An offense under chapter 20, Texas Penal Code (kidnapping and false imprisonment);

(3) An offense under section 21.11, Texas Penal Code (indecency with a child);

(4) An offense under section 22.011, Texas Penal Code (sexual assault);

(5) An offense under section 22.02, Texas Penal Code (aggravated assault);

(6) An offense under section 22.04, Texas Penal Code (injury to a child, elderly individual, or disabled individual);

(7) An offense under section 22.041, Texas Penal Code (abandoning or endangering a child);

(8) An offense under section 22.08, Texas Penal Code (aiding suicide);

(9) An offense under section 25.031, Texas Penal Code (agreement to abduct from custody);

(10) An offense under section 25.08, Texas Penal Code (sale or purchase of a child);

(11) An offense under section 28.02, Texas Penal Code (arson);

(12) An offense under section 29.02, Texas Penal Code (robbery);

(13) An offense under section 29.03, Texas Penal Code (aggravated robbery);

(14) An offense under chapter 31, Texas Penal Code (theft);

(15) An offense under chapter 32, Texas Penal Code (fraud);

(16) An offense under chapter 34, Texas Penal Code (money laundering);

(17) An offense under chapter 35, Texas Penal Code (insurance fraud);

(18) An offense under chapter 36, Texas Penal Code (bribery and corrupt influence);

(19) An offense under chapter 37, Texas Penal Code (perjury and other falsifications);

(20) An offense under chapter 71.02, Texas Penal Code (engaging in organized criminal activity);

(21) A federal offense under the Racketeer Influenced and Corrupt Organizations Act, mail fraud, wire fraud, insurance fraud, Medicare Fraud, Medicaid Fraud, tampering with a government document, and/or violation of Federal False Claims Act.

(b) The prohibition shall also include convictions for aiding and abetting any of the above-listed offenses or for conspiracies to commit any of the above offenses.

(c) The prohibition shall also include any conviction under the laws of another state, which prohibits the conduct described in the above listed offenses.

§371.1687.Administrative Review of Rejection of Provider Enrollment by reason of Criminal History.

(a) Should the Commission, any operating agency, or their contractors determine from information furnished by the applicant or Medicaid, Title XX or V, CHIP, or other HHS program provider, or from an independent criminal history check that the Medicaid, Title XX or V, CHIP, or other HHS program provider or applicant has been convicted of an offense described in section 371.1685, a notice of denial of the application or cancellation of the Medicaid, Title XX or V, CHIP, or other HHS program provider enrollment shall be sent to the Medicaid, Title XX or V, CHIP, or other HHS program provider or applicant. The notice shall state the action taken and the basis for the action, including the conviction, the jurisdiction reporting the conviction, and the source of the information.

(b) The applicant or Medicaid, Title XX or V, CHIP, or other HHS program provider, upon receipt of the notice of denial or cancellation, may determine that the action is based on a mistake in identity. If so, the applicant or Medicaid, Title XX or V, CHIP, or other HHS program provider has thirty (30) calendar days from the date of receipt of the notice to provide the Commission, operating agency, or their contractors with documentation from the reporting agency correcting the mistake in identification.

(c) If the applicant or Medicaid, Title XX or V, CHIP, or other HHS program provider, upon receipt of the notice of denial or cancellation, determines that, although the information is correct, there exists factors, which should be considered in mitigation of the prohibition, the applicant or Medicaid, Title XX or V, CHIP, or other HHS program provider may request an informal desk review within twenty (20) calendar days from the receipt of the notice. The request for an informal desk review should be made in writing and addressed as directed to the Office of Inspector General (OIG), the operating agency, or their contractors and should set out the reasons which the applicant or Medicaid, Title XX or V, CHIP, or other HHS provider believes are relevant to the issue of mitigation.

(d) The following factors may be considered in the informal desk review:

(1) the nature and seriousness of the crime;

(2) the relationship of the crime to the purposes of providing medical services, supplies, or equipment;

(3) the extent to which approving an application or retaining a provider in the Medicaid, Title XX or V, CHIP, or other HHS program would offer the applicant or provider the opportunity to engage in further criminal activity;

(4) the relationship of the crime to the ability, capacity, or fitness required of the provider or provider applicant to perform the duties and discharge the responsibilities of a provider in the Medicaid, Title XX or V, CHIP, or other HHS program;

(5) the age of the provider or applicant at the time each crime was committed;

(6) the conduct and work history of the applicant or provider before and after the criminal conviction(s);

(7) evidence of the applicant's or provider's rehabilitation efforts and outcome;

(8) the number and nature of the criminal conviction(s);

(9) the length of time since the end of the sentence imposed for the conviction; and

(10) other evidence of fitness that may be relevant.

§371.1689.Reinstatement following Exclusion.

(a) A person who has been excluded from Medicaid, any HHS program, or any state health care program, as defined in §371.1601 of this subchapter, may be reinstated only by the Inspector General, the division that imposed the exclusion. The request for reinstatement may be abated, denied, or postponed by Medicaid Integrity or the Inspector General as specified in §371.1603(a) of this subchapter.

(b) A person excluded from Medicaid or any HHS program may submit to the Inspector General a request for reinstatement at any time after the period of exclusion has ended. An excluded person may not be granted a contract or provider agreement in any HHS program until and unless reinstatement is approved by the Inspector General and the exclusion status is removed.

(c) The Inspector General will grant reinstatement only if it is reasonably certain that the types of actions that formed the basis for the original exclusion have not recurred and will not recur. In making this determination, the agency will consider:

(1) The conduct of the provider or person before and after the date of the notice of exclusion;

(2) Whether all fines, damages, penalties and any other debts due and owing (including e.g. overpayments, penalties, damages, appeal hearing costs) to any federal, state or local government, have been paid, or satisfactory arrangements have been made that fulfill these obligations;

(3) The accessibility of other health care to the recipient population that would be served by the person who has been excluded;

(4) The person's previous conduct, including conduct during participation in the Titles XVIII, XIX, XX, and V, CHIP, and any HHS programs in any state, or any conduct or action for which a sanction could have been taken, as described in subchapter G of this chapter;

(5) Any previous convictions, as defined in §371.1601, of the person regardless of it's relation to Titles XVIII, XIX, XX, V, CHIP, or other HHS programs;

(6) Whether the Inspector General has determined that the individual or entity complies with or has made satisfactory arrangements to fulfill, all of the applicable conditions of participation or supplier conditions for coverage under the statutes and regulations;

(7) Whether the person has, during the period of exclusion, submitted claims, or caused claims to be submitted or payment to be made by Medicaid or any state health care program, for items or services the excluded party furnished, ordered or prescribed, including health care administrative services; and

(8) Any other factors or circumstances deemed by the Inspector General to be relevant to the determination of reinstatement.

(d) Submitting claims or causing claims to be submitted or payments to be made by the programs for items or services furnished, ordered or prescribed, including administrative and management services or salary, may serve as the basis for denying reinstatement. This section applies regardless of whether a person has obtained a program provider number or equivalent, either as an individual or as a member of a group, prior to being reinstated. The person is subject to imposition of recoupment of any payments made and administrative penalties.

(e) If a person circumvents the reinstatement requirements specified in subsections (a) and (b) of this section and receives a Medicaid provider number, they may be excluded immediately, without the due process afforded providers specified in §371.1667 of this subchapter. They may also be subject to recoupment of all of the Medicaid payments made to that provider number and imposition of administrative penalties.

(f) Upon receipt of a written request, the Inspector General may require the requestor to furnish specific information and authorization for the Inspector General to obtain information from private health insurers, peer review bodies, probation officers, professional associates, investigative agencies, and others as may be necessary to determine whether reinstatement should be granted.

(g) If the Inspector General determines that the request for reinstatement should be approved from an entity, association, or affiliation whose principals were also excluded for the same violations or surrounding or regarding the same violations, that entity, association, or affiliation may be reinstated if the Inspector General determines that the principal for the entity or association:

(1) has terminated their ownership or control interest in the entity;

(2) is no longer an Officer, Director, Agent, Consultant, managing employee, or any other title with the same duties, ownership, or control of the entity; or

(3) has been reinstated in accordance with this section.

(h) Notice of action on request for reinstatement.

(1) Approval of Request for Reinstatement. If the Inspector General approves the request for reinstatement, it shall give written notice to the excluded person, and to all others who were informed of the exclusion pursuant to this subchapter, specifying the date on which Medicaid and other HHS program participation may resume. The Inspector General may condition reinstatement upon the completion of a specified course of education regarding Medicaid and other HHS claims and/or services or on any other basis deemed appropriate (e.g., requirement for closed-end, probationary or provisional provider agreement or contract, or any other action specified in §371.1631 of this subchapter).

(2) Denial of Request for Reinstatement.

(A) If the Inspector General denies the request for reinstatement, it will give written notice to the requesting person. Within 30 days of the date of the notice, the excluded person may submit:

(i) Documentary evidence and written argument against the continued exclusion,

(ii) A written request to present written evidence and oral argument to an Inspector General official, or

(iii) Both documentary evidence and a written request.

(B) After evaluating any additional evidence submitted by the excluded person (or at the end of the 30-day period, if none is submitted), the Inspector General will send written notice either that a subsequent request for reinstatement will not be considered until at least one year after the date of denial, or approving the request consistent with the procedures set forth in paragraph (1) of this subsection.

(C) The denial of reinstatement is not a sanction as specified in §371.1643 of this subchapter and may not be appealed to SOAH. It is subject only to informal review by the Inspector General. It is not subject to administrative or judicial review.

(i) Reinstatement will not be effective until Medicaid Integrity or the Inspector General grants the request and provides notice under this section. Reinstatement will be effective as provided in the notice.

(j) A determination with respect to reinstatement is not appealable or reviewable.

(k) A SOAH Administrative Law Judge may not require reinstatement of an individual or entity in accordance with this section.

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 June 7, 2004.

TRD-200403711

Steve Aragón

General Counsel

Texas Health and Human Services Commission

Earliest possible date of adoption: July 18, 2004

For further information, please call: (512) 424-6576


5. RECOVERY OF OVERPAYMENTS

1 TAC §§371.1701, 371.1703, 371.1705, 371.1707

The new rules are proposed under §531.033 and §531.021, Texas Government Code, which provides the Commission with broad rulemaking authority; §32.021(a), (c), Human Resources Code, provides that the Commission shall adopt necessary rules for the proper and efficient administration of the medical assistance program; 531.102 establishes the Office of Inspector General (formerly the Office of Investigations and Enforcement) and imposes responsibility for investigation of fraud and abuse in the provision of health and human services and the enforcement of state law relating to the provision of those services; the rules specifically implement the provisions of HB2292 and 1743; 42 CFR §455.13 requires the Medicaid agency have methods and criteria for identifying suspected fraud and abuse cases and methods for investigating fraud and abuse, and referring cases for criminal prosecution; 42 CFR, Part 455 specifies all federal requirements of the Commission to provide for Medicaid fraud and abuse program integrity; 42 CFR §1002.2 provides authority for the Commission to exclude Medicaid providers from participation in the Medicaid program; 42 CFR Parts 1002 and 1001 provide all requirements relating to exclusion of providers; and various other state and federal statutes place requirements on the Commission to implement a fraud and abuse program integrity component. The proposed rules meet the mandates of the state and federal statutes delineated above and the state statutes above provide the Commission with broad rulemaking authority for the implementation of those mandates.

The proposed rules affect Chapter 531, Texas Government Code, and Chapter 32, Human Resources Code.

§371.1701.Medicaid Integrity Investigation of Overpayments.

When an overpayment appears to result from a program violation that may involve misuse, waste, abuse or fraud, Medicaid Integrity investigates the circumstances precipitating the overpayment. When no wrongdoing is established through investigation, Medicaid Integrity, at the discretion of its director, may refer the matter for routine payment correction by the fiscal agent or an operating agency or may offer a payment plan, as discussed in §371.1671 of this subchapter. Prima facie cases of misuse, waste, abuse or fraud require appropriate administrative enforcement, including recoupment and other necessary administrative action, sanction or penalty. As set forth above, fraud also is subject to criminal prosecution.

§371.1703.Recovery of Overpayments.

(a) The Inspector General and its agents recover all overpayments made to providers within the Medicaid program, whether the overpayment resulted from error (by the provider, the claims administrator, or an operating agency), misunderstanding, or a program violation proven to result from fraud or abuse. When Medicaid Integrity's investigation reveals evidence of a program violation (which may or may not include an overpayment), Medicaid Integrity and the Inspector General determine and impose the appropriate administrative enforcement.

(b) Payment Hold. A payment hold on payments of future claims submitted for reimbursement will be imposed, without prior notice, after it is determined that prima facie evidence exists to support the payment hold. The payment hold may be imposed prior to completion of an investigation. It is used to withhold payments to providers that may be used subsequently to offset the overpayment or penalty amount when the investigation is complete. The provider or person will be notified of the payment hold not later than the fifth (5th) working day after the date the hold is imposed. With the exception of a payment hold imposed as a result of paragraph (2) of this subsection, the provider or person may request an informal review and/or an expedited administrative appeal hearing. These requests must be received in writing in the method prescribed by the Inspector General not later than the 10th day after the date the active provider receives notice of the payment hold. A provider's decision to seek an informal resolution under this subsection does not extend the time by which the provider must request an expedited administrative appeal hearing. On timely written request by a provider subject to a payment hold, the Inspector General will file a request with the State Office of Administrative Hearings (SOAH) for an expedited administrative hearing regarding the payment hold. Should the provider request both an informal review and an expedited administrative appeal hearing, the expedited administrative appeal hearing will be abated until the informal review process is completed. The instances in which a payment hold may be imposed without prior notice are:

(1) to compel production of records;

(2) when requested by the Attorney General's Medicaid Fraud Control Unit, as applicable;

(3) in the instance of fraud or willful misrepresentation;

(4) when the U.S. Health and Human Services (HHS) imposes a payment hold (suspension of payments) against the provider for Medicare violations and that provider or person is also a provider in Medicaid;

(5) for any reasons specified in §§371.1609, 371.1617, 371.1621 of this title, or any other provisions delineated in these rules; or for any other reason specified by statute or regulation.

(c) Injunction to Prevent Disposing of Assets and Application to Debts. Based on the results of investigative findings and evidence that potential fraud exists and a potential overpayment, penalty, or damage has been identified, a method that may be used by the Inspector General, as a fiduciary for the state, is injunctive relief. The purpose of the injunctive relief is to ensure assets remain to reimburse the state funds owed such as recoupment of overpayments and assessed damages and penalties, investigative costs, and other costs specified in §371.1705 of this subchapter. The Inspector General for purposes of Medicaid reimbursement, will request that the Attorney General obtain an injunction to prevent a provider or person from disposing of an asset(s) identified by the Inspector General as potentially subject to recovery due to the provider's or person's fraud or abuse. Upon final resolution of the case, any funds derived from the forfeited asset(s), after offsetting any expenses attributable to the sale of those assets, will be applied, by the Inspector General, to the unpaid debt.

(d) Payment of recoupments. At the Inspector General's discretion, overpayments may be collected in a lump sum or through installments. The Inspector General may collect recoupments by deducting them incrementally from prospective or retrospective payments owed to the provider. If collection is made through installments, the provider must comply with the payment plan established by the Inspector General. A payment plan will be for a reasonable length of time as determined by the Inspector General considering the circumstances of each individual case.

(e) Other collection methods. When providers have not paid funds owed to the Medicaid program, the Inspector General will utilize numerous means necessary to aggressively collect funds owed. Some of these tools are: utilizing a collection agency, collecting from Medicare for Medicaid provider debts, requesting the State Comptroller to place a hold on all state voucher revenue for a provider or person from all state agencies, requesting the Attorney General's Collection Division to file suit in district court, and receiving and reporting credit information on providers and persons with outstanding debts.

(f) Overpayments caused by an Order. An ordering provider or person causes an overpayment to be made to themselves or to another provider as a result of a false statement, misrepresentation, or omission of pertinent facts:

(1) on a claim, attachments to a claim, medical records, document serving as an order for services, or any other documentation used to adjudicate a claim for payment;

(2) any documentation submitted or maintained by the provider to support representations made on claims;

(3) any documentation submitted or maintained by the provider to support the need or the medical necessity of the service; or

(4) other documents used to establish fees, daily payment rates, or payments.

§371.1705.Other Funds Subject to Recoupment.

In the following circumstances, the Inspector General is authorized to recover the funds specified, although no claims overpayment is involved:

(1) to recover a recipient's trust fund money for distribution to appropriate recipients or their responsible parties if those funds were misapplied, misused, embezzled or not distributed as required by program rule or by law;

(2) to recover funds previously collected by a provider or person from recipients if collection was not allowed by legal authority related to the Medicaid Program;

(3) to recover from a provider or person who has unsuccessfully appealed an administrative sanction or damage or penalty, when a final order has been entered against that provider or person, the Commission's costs related to the administrative appeal. For the purpose of this paragraph, costs related to the administrative appeal is defined as and includes, without limitation:

(A) the hourly State Office of Administrative Hearings (SOAH) costs;

(B) court reporter costs and the costs of transcripts and copies thereof developed in preparation for, during, or after the hearing;

(C) the Commission's costs associated with discovery, including the costs of depositions, subpoenas, service of process, and witness expenses;

(D) witness expenses incurred at any time related to the administrative appeal, including during discovery or the case in chief;

(E) travel and per diem for witnesses and Commission staff and witness fee and loss of pay for witnesses;

(F) cost of preparation time, including salaries, travel and per diem;

(G) any additional costs associated with the appeal hearing or the preparation for the appeal hearing; and

(H) all costs associated with any further litigation on the case and the preparation for that litigation;

(4) to recover from a provider or person against whom a recoupment or administrative penalty is assessed all investigative and administrative costs related to the investigation that resulted in the recoupment or administrative penalty;

(5) to recover an unpaid debt plus any interest owed to any state Medicaid program or to the Medicare program as the result of fraudulent or abusive actions by a person participating in such a program. After deducting its own administrative costs incurred in recovering the funds, the Inspector General shall distribute the balance of the recovered amount to Medicare or the state Medicaid program. Recoveries will be made as required by state or federal law or pursued only upon receipt of a final adjudicated order, notice of administrative enforcement or settlement agreement (acknowledging waiver of due process) that validates the debt. Any appeal by the person from whom funds are recovered is based solely upon whether there is or is not an unpaid balance owed to the program in question; the Inspector General need not re-establish the factual or legal basis for the underlying debt.

(6) to recover from an ordering provider or person that causes, as the result of the order or prescription, an overpayment to be made to themselves or to another provider as a result of a false statement, misrepresentation, or omission of pertinent facts on a claim, attachments to a claim, medical records, or any other documentation used to adjudicate a claim for payment; any documentation submitted or maintained by the provider to support payment on individual claims or to support representations made on cost reports; any order or prescription used by the provider to show the medical necessity of the service or item provided by themselves or any other provider; or other documents used to establish fees, daily payment rates, or vendor payments.

§371.1707.Recovery When Fraud or Abuse Is Involved.

(a) Decision to recover funds. When fraud is involved, a case may be worked administratively and criminally simultaneously. When abuse or waste is involved, a case will be worked administratively by the Inspector General. At the completion of the investigation, by Medicaid Integrity, of the administrative case, the Inspector General will determine appropriate sanctions and impose those sanctions in accordance with §371.1643 of this subchapter. This process could include imposing payment hold during the pendency of the investigation after sufficient evidence is developed. After the investigation, any or all sanctions including imposing recoupment, damages and penalties, and exclusions will proceed. The criminal investigation and prosecution may proceed throughout this process.

(1) Recovery of funds that are obtained through fraudulent means by a provider or person may be recommended by the prosecuting attorney or by an administrative determination by Medicaid Integrity or the Inspector General.

(2) After a possible fraud referral is made to Medicaid Integrity, health and human service program agency staff may not attempt to recover funds without prior approval from Medicaid Integrity. Provider payments may be withheld to coincide with the investigation according to Medicaid Integrity procedures. If fraud cannot be determined or if the prosecuting attorney declines the case, the Attorney General's relevant fraud unit returns the case to Medicaid Integrity for administrative sanction or action.

(3) The prosecuting attorney may settle a case through a plea bargain and decide to accept restitution payments before or after an indictment, or a court may order restitution to the Commission for the amount of the full overpayment or only a portion of the overpayment. In this situation or upon conviction, a repayment schedule is developed by the court or the probation office. Whether restitution is made in lieu of a prosecution or following a court order, all restitution payments are ultimately returned to Medicaid Integrity and the Inspector General to reimburse the Medicaid program for the overpayment. If the court orders restitution that is less than the full amount of the overpayment, Medicaid Integrity or the Inspector General may impose a recoupment for the remaining amount of the overpayment. They may also impose additional sanctions and/or damages and penalties.

(4) The Inspector General is responsible for recoupment and/or additional sanctions, as appropriate, when referred cases do not result in prosecution. These cases are returned to Medicaid Integrity for further administrative action.

(b) Manner of repayment. When fraud is involved, repayment is arranged based on an administrative hearing, a recommendation by the district or county attorney, or a court order. Claims are collected in one lump sum whenever possible. If the provider is financially unable to pay the indebtedness in this manner, however, payment may be accepted in regular installments. Installment payments are expected to be sufficiently large to re-pay the debt within one year.

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 June 7, 2004.

TRD-200403713

Steve Aragón

General Counsel

Texas Health and Human Services Commission

Earliest possible date of adoption: July 18, 2004

For further information, please call: (512) 424-6576


6. ADMINISTRATIVE DAMAGES AND PENALTIES

1 TAC §§371.1721, 371.1723, 371.1725, 371.1727, 371.1729, 371.1731, 371.1733, 371.1735, 371.1737, 371.1739, 371.1741

The new rules are proposed under §§531.033 and §531.021, Texas Government Code, which provides the Commission with broad rulemaking authority; §32.021(a), (c), Human Resources Code, provides that the Commission shall adopt necessary rules for the proper and efficient administration of the medical assistance program; 531.102 establishes the Office of Inspector General (formerly the Office of Investigations and Enforcement) and imposes responsibility for investigation of fraud and abuse in the provision of health and human services and the enforcement of state law relating to the provision of those services; the rules specifically implement the provisions of HB2292 and 1743; 42 CFR §455.13 requires the Medicaid agency have methods and criteria for identifying suspected fraud and abuse cases and methods for investigating fraud and abuse, and referring cases for criminal prosecution; 42 CFR, Part 455 specifies all federal requirements of the Commission to provide for Medicaid fraud and abuse program integrity; 42 CFR §1002.2 provides authority for the Commission to exclude Medicaid providers from participation in the Medicaid program; 42 CFR Parts 1002 and 1001 provide all requirements relating to exclusion of providers; and various other state and federal statutes place requirements on the Commission to implement a fraud and abuse program integrity component. The proposed rules meet the mandates of the state and federal statutes delineated above and the state statutes above provide the Commission with broad rulemaking authority for the implementation of those mandates.

The proposed rules affect Chapter 531, Texas Government Code, and Chapter 32, Human Resources Code.

§371.1721.Violations.

(a) Violations subject to penalties. The Inspector General may assess administrative damages and penalties against a provider or person who knew or should have known the claims submitted were false.

(b) A person commits a violation if the person:

(1) presents or causes to be presented to the Commission or its fiscal agent a claim that contains a statement or representation the person knows or should know to be false;

(2) engages in conduct that violates Section 102.001, Occupations Code;

(3) solicits or receives, directly or indirectly, overtly or covertly any remuneration, including any kickback, bribe, rebate, or inducement, in cash or in kind, for referring an individual to any item or service for which payment may be made, in whole or in part, under the medical assistance program, provided that this subdivision does not prohibit the referral of a patient to another practitioner within a multi-specialty group or university medical services research and development plan (practice plan) for medically necessary services;

(4) solicits or receives, directly or indirectly, overtly or covertly any remuneration, including any kickback, bribe, rebate, or inducement, in cash or in kind, for purchasing, leasing, or ordering, or arranging for or recommending the purchasing, leasing, or ordering of, any good, facility, service, or item for which payment may be made, in whole or in part, under the medical assistance program;

(5) offers or pays, directly or indirectly, overtly or covertly any remuneration, including any kickback, bribe, rebate, or inducement, in cash or in kind, to induce a person to refer an individual to another person for the furnishing of, or for arranging the furnishing of, any item or service for which payment may be made, in whole or in part, under the medical assistance program, provided that this subdivision does not prohibit the referral of a patient to another practitioner within a multi-specialty group or university medical services research and development plan (practice plan) for medically necessary services;

(6) offers, or pays, directly or indirectly, overtly or covertly any remuneration, including any kickback, bribe, rebate, or inducement, in cash or in kind, to induce a person to purchase, lease, or order, or arrange for or recommend the purchase, lease, or order of, any good, facility, service, or item for which payment may be made, in whole or in part, under the medical assistance program;

(7) provides or offers an inducement in a manner or for a purpose not otherwise prohibited by this section or §102.001, Occupations Code, to an individual, including a person, recipient, provider, or employee of a provider, for the purpose of influencing a decision regarding selection of a provider or receipt of a good or service under the medical assistance program or for the purpose of otherwise influencing a decision regarding the use of goods or services provided under the medical assistance program or for the purpose of otherwise influencing a decision regarding the use of goods or services provided under the medical assistance program;

(8) is a managed care organization that contracts with the Department to provide or arrange to provide health care benefits or services to individuals eligible for medical assistance and:

(A) fails to provide to an individual a health care benefit or service that the organization is required to provide under the contract with the Department;

(B) fails to provide to the Department information required to be provided by law, Department rule, or contractual provision;

(C) engages in a fraudulent activity in connection with the enrollment in the organizations managed care plan of an individual eligible for medical assistance or in connection with marketing the organization's services to an individual eligible for medical assistance; or

(D) engages in actions that indicate a pattern of:

(i) wrongful denial of payment for a health care benefit or service that the organization is required to provide under the contract with the Commission or it's fiscal agent; or

(ii) wrongful delay of at least 45 days or a longer period specified in the contract with the Department, not to exceed 60 days, in making payment for a health care benefit or service that the organization is required to provide under the contract with the Commission or it's fiscal agent.

§371.1723.Liability.

A person who commits a violation under §371.1721 of this subchapter is liable to the Commission for:

(1) the amount paid, if any, as a result of the violation and interest on that amount determined at the rate provided by law for legal judgments (Texas Civil Statutes, Article 5069-1.05) and accruing from the date on which the payment was made; plus

(2) payment of an administrative penalty of an amount not to exceed twice the amount paid, if any, as a result of the violation, plus an amount:

(A) not less than $5,000.00 or more than $15,000.00 for each violation that results in injury to an elderly person, as defined by §48.002(1), Human Resources Code, a disabled person, as defined by §48.002(8)(a), Human Resources Code, or a person younger than 18 years of age; or

(B) not more than $10,000.00 for each violation that does not result in injury to a person described by subparagraph (A) of this paragraph.

§371.1725.Exemptions.

(a) The requirements of §371.1721 of this subchapter do not apply to a claim based on a voucher unless the provider or person submitted information to the Commission or its fiscal agent for use in preparing a voucher that the provider or person knew or should have known was false or failed to correct information that the provider or person knew or should have known was false when provided an opportunity to do so. This section does not apply to a claim based on the voucher if the Commission or fiscal agent calculated and printed the amount of the claim on the voucher and then submitted the voucher to the provider for the provider's signature. The provider's or person's signature on the voucher alone does not constitute fraud.

(b) The Department allows a 30-day grace period during which the provider or person may correct errors in a voucher prepared by the Department without penalty.

§371.1727.Calculating Damages and Penalties.

To determine the amount of damages and penalties, the Inspector General considers the following:

(1) the seriousness of the violation;

(2) the provider's or person's compliance history in submitting claims; and

(3) the amount necessary to deter the person from submitting false claims in the future.

§371.1729.Assessment of Damages and Penalties.

Preliminary report. If after examining the facts Medicaid Integrity concludes that the provider or person committed a violation, the Inspector General will issue a preliminary report. The report includes the facts upon which the recommendation to assess a penalty were based and the amount of the proposed penalty.

§371.1731.Notice of Intent to Assess Damages and Penalties.

The Inspector General must give the provider or person charged with submitting a false claim a written notice of the preliminary report and the Department's intent to assess a civil monetary penalty. The notice must include the following information:

(1) a brief summary of the facts;

(2) the amount of the recommended damages and penalties; and

(3) a statement of the person's right to an informal review of the alleged violation, the penalty amount, or both.

§371.1733.Due Process.

(a) Within 10 days of receiving the notice, the provider or person may send the Inspector General either:

(1) a written consent to the report, including the recommended damages and penalties; or

(2) a written request for an informal review by the Inspector General. The provider or person must specify whether they are contesting the false claim charge or the penalty amount. They must present all information and documentation to support their position.

(b) Informal review process. If the provider or person requests a review within the 10-day period, Medicaid Integrity conducts the review and sends the person a written notice. The notice includes:

(1) the results of the review;

(2) the procedures to request a hearing.

(c) Contract hearing.

(1) The person may request a hearing by writing to the Inspector General. The Inspector General must receive the request within 15 days after the person receives the notice specified in §371.1731 of this subchapter.

(2) The hearing is conducted by the State Office of Administrative Hearings (SOAH).

§371.1735.Notice of Assessment of Damages and Penalties.

The Inspector General assesses damages and penalties by sending the person written notice of the assessment in the following circumstances:

(1) after the Inspector General receives the person's written consent to the preliminary report and recommended damages and penalties as specified in §371.1733(a) of this subchapter;

(2) if the person does not request an informal review as specified in §371.1733(b) of this subchapter;

(3) if the person does not request a contract hearing as specified in §371.1733(c) of this subchapter after receiving the results of the informal review and the statement of the recommended damages and penalties; or

(4) if the contract hearing decision orders the assessment of damages and penalties against the provider or person.

§371.1737.Payment of Damages and Penalties.

(a) Within 30 days after the date on which the Administrative Law Judge's appeal hearing decision becomes final, the provider or person shall:

(1) pay the amount of the damages and penalties;

(2) pay the amount of the damages and penalties and file a petition for judicial review contesting the occurrence of the violation, the amount of the damages and penalties, or both the occurrence of the violation and the amount of the damages and penalties; or

(3) without paying the amount of the damages and penalties, file a petition for judicial review contesting the occurrence of the violation, the amount of the damages and penalties, or both the occurrence of the violation and the amount of the damages and penalties.

(b) A provider or person who acts under §371.1673(a)(3) of this subchapter within the 30-day period may:

(1) stay enforcement of the damages and penalties by:

(A) paying the amount of the damages and penalties to the court for placement in an escrow account; or

(B) giving to the court a supersedeas bond that is approved by the court for the amount of the penalty and that is effective until all judicial review of the SOAH order is final; or

(2) request the court to stay enforcement of the penalty by:

(A) filing with the court a sworn affidavit of the provider or person stating the provider or person is financially unable to pay the amount of the damages and penalties and is financially unable to give the supersedeas bond; and

(B) giving a copy of the affidavit to the Inspector General by certified mail.

(c) If the Inspector General receives a copy of an affidavit under subsection (b)(2) of this section, the Inspector General may file with the court, within 5 days after the date the copy is received, a contest to the affidavit. The court shall hold a hearing on the facts alleged in the affidavit as soon as practicable and shall stay the enforcement of the damages and penalties on finding that the alleged facts are true. The person who files an affidavit has the burden of proving that the person is financially unable to pay the amount of the penalty or to give a supersedeas bond.

(d) If the provider or person charged does not pay the amount of the damages and penalties and the enforcement of the penalty is not stayed, the Inspector General may forward the matter to the attorney general for enforcement of the damages, penalties, and interest as provided by law for legal judgments. An action to enforce a penalty order under this section must be initiated in a court of competent jurisdiction in Travis County or in the county in which the violation was committed.

(e) Judicial review. Judicial review of the SOAH appeal decision assessing a penalty is under the substantial evidence rule. A suit may be initiated by filing a petition with a district court in Travis County, as provided by subchapter G. chapter 2001, Government Code.

(f) If the damages and penalties are reduced or not assessed, the Inspector General shall remit to the provider or person the appropriate amount plus accrued interest if the damages and penalties have been paid or shall execute a release of the bond if a supersedeas bond has been posted. The accrued interest on amounts remitted by the Inspector General under this section shall be paid at a rate equal to the rate provided by law for legal judgments and shall be paid for the period beginning on the date the damages and penalties were paid to the Inspector General under this section and ending on the date the damages and penalty are remitted.

§371.1739.Exclusion.

A finding of a violation under §371.1721 of this subchapter may result in mandatory exclusion of the provider or person. These circumstances are delineated in §371.1655 (Mandatory Exclusion) of this subchapter.

§371.1741.Prohibited Use of Damages and Penalties in Cost Reports or Claims.

A damage, cost, or penalty collected under this subchapter is not an allowable expense in a claim or cost report that is or could be used to determine a rate or payment under the medical assistance program.

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 June 7, 2004.

TRD-200403714

Steve Aragón

General Counsel

Texas Health and Human Services Commission

Earliest possible date of adoption: July 18, 2004

For further information, please call: (512) 424-6576