Provider Manual - Healthier Together - Samaritan Health Plans

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Provider Manual - Healthier Together - Samaritan Health Plans
Provider Manual

Healthier Together
Table of contents

Section 1: Introduction .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  . 4                                                   Section 4: Care coordination. .  .  .  .  .  .  .  .  .  . 15
1.1             About us .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  . 4        4.1       Utilization management .  .  .  .  .  .  .  .  .  .  .  .  .  .  . 15
                Mission .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  . 4   4.2       Utilization
1.2             About this manual.  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  . 4                                           management disclaimer.  .  .  .  .  .  .  .  .  .  .  .  .  .  . 15
1.3             Lines of business.  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  . 5                              4.3       Authorizations .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  . 15
                Samaritan Advantage Health Plans. .  .  .  .  .  .                                                              5      4.4       Clinical criteria.  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  . 17
                InterCommunity Health Network
                                                                                                                                       4.5       Medical coverage policies. .  .  .  .  .  .  .  .  .  .  .  . 17
                Coordinated Care Organization.  .  .  .  .  .  .  .  .  .  .                                                    5
                Samaritan Choice Plans. .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .                                    6      4.6       Peer-to-peer consultation.  .  .  .  .  .  .  .  .  .  .  .  . 17
                Samaritan Employer Group Plans. .  .  .  .  .  .  .  .                                                          6      4.7       Referrals for
                                                                                                                                                 out-of-network services.  .  .  .  .  .  .  .  .  .  .  .  .  .  . 18
Section 2: Contact us .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  . 7                                                         Out-of-state services .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  . 18
                                                                                                                                       4.8       Care management services.  .  .  .  .  .  .  .  .  .  . 18
Section 3: Claims.  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  . 8                                            Intensive Care Coordination (ICC) .  .  .  .  .  .  .                                                       18
3.1             Eligibility and benefits . .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  . 8                                                   Maternity case management .  .  .  .  .  .  .  .  .  .  .  .                                                19
3.2             General claims information .  .  .  .  .  .  .  .  .  .  .  . 8                                                                  Complex case management .  .  .  .  .  .  .  .  .  .  .  .  .                                               19
3.3             Oregon Medicaid Registration.  .  .  .  .  .  .  .  . 8                                                                          Getting to know the Samaritan
                                                                                                                                                 Health Plans’ care team.  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .                                 20
3.4             Electronic claims submission. .  .  .  .  .  .  .  .  . 8
                                                                                                                                                 How to contact Care Coordination. .  .  .  .  .  .                                                          20
3.5             Electronic funds transfer (EFT).  .  .  .  .  .  .  . 8
3.6             Electronic remittance advice. .  .  .  .  .  .  .  .  .  . 9                                                           Section 5:
3.7             Paper claims submission. .  .  .  .  .  .  .  .  .  .  .  .  .  . 9                                                    Quality Management Program .  .  .  .  .  .  .  . 21
3.8             Monitoring submitted claims .  .  .  .  .  .  .  .  . 10                                                               5.1       Quality Improvement Workplan. .  .  .  .  .  . 21
3.9             Claims editing and pricing .  .  .  .  .  .  .  .  .  .  .  . 10                                                       5.2       Quality Management Council
                                                                                                                                                 (QMC) .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  . 21
3.10 Prompt payment.  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  . 11
                                                                                                                                       5.3       Quality improvement projects .  .  .  .  .  .  .  . 21
3.11 Coordination of benefits
     and third-party liability .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  . 11                                                       5.4       Evidence-based clinical
                                                                                                                                                 practice guidelines.  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  . 22
3.12 Balance billing .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  . 11
                Samaritan Advantage Health Plans. .  .  .  .  . 11                                                                     5.5       HEDIS/HOS/CAHPS.  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  . 22
                InterCommunity Health Network
                Coordinated Care Organization .  .  .  .  .  .  .  .  . 12                                                             Section 6:
3.13 Coding .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  . 13
                                                                                                                                       Appeals and grievances.  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  . 23
                                                                                                                                       6.1       Samaritan Advantage
3.14 Timely filing.  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  . 13
                                                                                                                                                 Health Plans. .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  . 23
                Samaritan Advantage Health Plans. .  .  .  .  .                                                              13
                                                                                                                                                 Urgent situations:
                InterCommunity Health Network CCO.  .  .                                                                     14
                                                                                                                                                 Pre-service denials .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .                     23
                Samaritan Choice Plans. .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .                                    14
                                                                                                                                                 Standard pre-service denials.  .  .  .  .  .  .  .  .  .  .  .  .                                           23
                Samaritan Employer Group Plans. .  .  .  .  .  .  .                                                          14
                                                                                                                                                 Payment denials.  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .                 24
3.15 Reimbursement guidelines. .  .  .  .  .  .  .  .  .  .  . 14                                                                                Time frame to appeal .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .                             24

Provider Manual                                                                                                                                                                                                                                                 1
Table of contents

6.2         InterCommunity Health Network                                                                                  8.2           Primary care providers .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  . 33
            Coordinated Care Organization. .  .  .  .  .  . 25                                                             8.3           Locum tenens.  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  . 33
           Urgent situations .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .                25
                                                                                                                           8.4           Traditional health workers .  .  .  .  .  .  .  .  .  .  .  . 33
           Standard pre-service and
           payment denials.  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .                25   8.5           Networks .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  . 34
           Time frame to appeal .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .                            26                 Samaritan provider network .  .  .  .  .  .  .  .  .  .  .  .  .                                               34
           Grievances.  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .   26                 First Choice Health Network .  .  .  .  .  .  .  .  .  .  .  .                                                 34
           Time frame for grievances.  .  .  .  .  .  .  .  .  .  .  .  .  .  .                                       27                 First Health Network .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .                             34
                                                                                                                                         Reliant Behavioral Health .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .                                       34
6.3         Samaritan Choice Plans.  .  .  .  .  .  .  .  .  .  .  .  .  .  . 27
                                                                                                                                         CHP Group .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .          34
           Urgent situations .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  . 27
           Standard pre-service and                                                                                        8.6           Contracting.  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  . 35
           payment denials.  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  . 27                  8.7           Credentialing.  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  . 35
           Time frame to appeal .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  . 28                                            Initial credentialing process. .  .  .  .  .  .  .  .  .  .  .  .  .                                           36
6.4         Samaritan Employer                                                                                                           Phase 1: Application. .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .                            36
            Group Plans .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  . 28                         Provider credentialing.  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .                               36
           Urgent situations .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  . 28                                Facility credentialing .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .                           37
           Standard pre-service and                                                                                                      Phase 2: Review .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .                   37
           payment denials.  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  . 28                                Phase 3: Decision .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .                       37
           Time frame to appeal .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  . 28                                            Adequate professional liability
                                                                                                                                         coverage.  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .   38
Section 7: Pharmacy .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  . 29                                                     Recredentialing.  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .                 38
7.1         Formulary. .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  . 29                    Practitioner rights .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .                     38
7.2         Non-formulary drugs. .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  . 30                                   8.8           Update your information. .  .  .  .  .  .  .  .  .  .  .  .  .  . 39
                                                                                                                                         Demographic information.  .  .  .  .  .  .  .  .  .  .  .  .  .  .  . 39
7.3         Specialty drugs .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  . 30
                                                                                                                                         Adding or terminating a provider .  .  .  .  .  .  .  . 39
7.4         Quantity limits .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  . 30
                                                                                                                           8.9           Accessibility. .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  . 39
7.5         Step therapy. .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  . 30                          Access to care. .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .                39
7.6         Tier lowering .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  . 31                          On-call policy .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .           40
7.7         Electronic prior authorization.  .  .  .  .  .  .  .  . 31                                                                   Hours of operation .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .                         40
7.8         Adherence.  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  . 31                      Limiting or closing a practice .  .  .  .  .  .  .  .  .  .  .  .                                              40
                                                                                                                                         Interpretation service requirements .  .  .  .  .                                                              40
7.9         Required Medicaid Enrollment. .  .  .  .  .  .  . 31
                                                                                                                                         Non-emergent
                                                                                                                                         medical transport (NEMT) .  .  .  .  .  .  .  .  .  .  .  .  .  .  .                                           41
Section 8: Providers.  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  . 32
                                                                                                                           8.10 Provider and member
8.1         Eligible providers.  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  . 32
                                                                                                                                relationship. .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  . 42
           Providers and practitioners .  .  .  .  .  .  .  .  .  .  .  .  .  .                                       32
                                                                                                                                         Dismissing IHN members .  .  .  .  .  .  .  .  .  .  .  .  .  .  . 42
           Allied and behavioral health
           care providers .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .          32                 Open communication .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  . 42
           Alternative care providers.  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .                                   32   8.11 Culturally competent services.  .  .  .  .  .  .  . 43
           Organizational providers .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .                                 32

Provider Manual                                                                                                                                                                                                                                         2
Table of contents

8.12 Advance directive and declaration of                                                                                                    11.3 Collective Plan/Emergency
     mental                                                                                                                                       Department Information Exchange
     health treatment.  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  . 43                                                    (EDIE). .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  . 53
                 Advance directive .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  . 43                                 11.4 Unite us .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  . 53
                 Declaration of
                                                                                                                                             11.5 eHealth Exchange .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  . 53
                 mental health treatment. .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  . 43
8.13 Provider education .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  . 44                                                     Section 12: Compliance.  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  . 54
                 Special Needs Plan Model of Care. .  .  .  .  .  . 44
                                                                                                                                             12.1 Compliance and integrity program
                 Medicare FDR training. .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  . 44
                                                                                                                                                  and disciplinary standards .  .  .  .  .  .  .  .  .  .  .  . 54
Section 9: Members .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  . 45                                                       12.2 Notice of Privacy Practices
                                                                                                                                                  and HIPAA.  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  . 54
9.1              Member rights and
                 responsibilities .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  . 45                               12.3 Conflict of interest .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  . 55
                 Samaritan Choice Plans. .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .                                        45         12.4 Fraud, waste and abuse. .  .  .  .  .  .  .  .  .  .  .  .  .  .  . 55
                 InterCommunity Health Network-                                                                                                              Examples of fraud, waste and
                 Coordinated Care Organization                                                                                                               abuse by a provider: .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  . 55
                 (IHN-CCO) (Medicaid). .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .                                    45         12.5 Deficit Reduction Act of
                 Samaritan Advantage Health Plans                                                                                                 2005 (DRA).  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  . 56
                 (HMO) (Medicare).  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .                           48
                 Samaritan Employer Group Plans. .  .  .  .  .  .  .                                                              49         12.6 False Claims Act.  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  . 56
9.2              Second opinions.  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  . 49                                    12.7 Beneficiary Inducement Law. .  .  .  .  .  .  .  .  . 56
                                                                                                                                             12.8 Exclusion checks .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  . 57
Section 10:                                                                                                                                  12.9 New Preclusion List policy.  .  .  .  .  .  .  .  .  .  .  . 57
Publications and tools .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  . 50                                                            12.10 Seclusion and restraints. .  .  .  .  .  .  .  .  .  .  .  .  .  . 58
10.1 Provider directories .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  . 50                                                      12.11 Stark Law:
10.2 Newsletters .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  . 50                                          Provider self-referrals .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  . 58
10.3 Website .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  . 50                         12.12 Anti-Kickback Statute (AKS).  .  .  .  .  .  .  .  .  .  . 58
10.4 Provider Connect.  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  . 51                                                  12.13 Public health emergency.  .  .  .  .  .  .  .  .  .  .  .  .  . 59
                 Uses. .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  . 51
                 Registration.  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  . 51                  Section 13: Additional resources. .  .  .  . 60
                 Assistance.  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  . 51
                                                                                                                                             Section 14: Glossary of terms. .  .  .  .  .  .  .  . 61
Section 11: Health information
technology (HIT).  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  . 52
11.1 Health information exchange
     (HIE).  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  . 52
11.2 Electronic health record (EHR). . . . . . . 52

Provider Manual                                                                                                                                                                                                                                                    3
Section 1: Introduction

1.1 About us                                            Mission
Samaritan Health Plans (SHP), headquartered             Building Healthier Communities Together
in the beautiful Willamette Valley, is part of an
extensive network of hospitals, doctors, clinics        Vision
and caring professionals who work in tandem
                                                        Serving our communities with PRIDE
to provide organizations and individuals with
the best care and service possible. Since 2013,
Samaritan Health Services (SHS) has been ranked
                                                        Values
in the top three Healthiest Employers in Oregon         Pride
according to the Portland Business Journal and          Respect
one of the top 100 healthiest places to work
                                                        Integrity
in the U.S. At SHP and SHS, we take wellness
seriously and we’re proud of our award-winning          Dedication
commitment.                                             Excellence

As a dedicated wellness organization, we
believe in giving our members a greater                 1.2 About this manual
role in their health. We believe in our own             Samaritan Health Plans has developed this
advice, using our self-funded plan for our              manual for our contracted providers. The
own employees as a proving ground for new               Provider Manual along with your contract,
approaches to nurturing workplace wellness              should offer guidance and resources that will
and individual well-being. And we believe in            aid you in providing care to your patients/
providing local and regional coverage that              our members. This manual provides crucial
understands being well embodies the whole               information concerning the role and
person – body, mind, spirit, environment,               responsibilities of the provider in the delivery
work, emotions, finances and community,                 of health care to our members and your
which are the eight aspects of wellness.                patients. If you are reviewing a print copy
                                                        of this manual, please note that content is
Today, health care faces many challenges. We are
                                                        subject to change and you should refer to the
rising to meet those challenges, but not alone.
                                                        Provider Manual on the Samaritan Health Plans
We are proud of the work we are doing with our
                                                        website for the most current information.
clinician partners towards achieving the triple
                                                        samhealthplans.org/ProviderManual.
aim for health care: lower costs, better care, better
quality. And we are thankful for the thousands          In addition, we suggest you visit our website
of individuals and businesses that have placed          at providers.samhealthplans.org to find other
their faith in us, realizing we are reliant on each     helpful tools such as provider directories,
other for greater outcomes. Each succeeding             member benefits and current announcements.
when the other does. Working together towards
the same goals, towards new heights.

Provider Manual                                                                                            4
1.3 Lines of business                                 authorizations. Finally, providers must inform
                                                      SAHP members of any non-covered services
Samaritan Advantage Health Plans                      prior to being delivered and must inform
Samaritan Advantage Health Plans (HMO)                members of their responsibility for payment of
(SAHP) offers four plans to eligible members:         these services.
Conventional Plan, Premier Plan, Premier Plan         Providers contracted with SAHP can be found
Plus and the Special Needs Plan (SNP).                through the searchable directory at
Conventional Plan (HMO) is for eligible               providers.samhealthplans.org/Refer-for-Care.
members who have decided not to participate in        SAHP members have rights and responsibilities
Medicare Part D. These members may not enroll         as described in the “Your rights and
in a stand-alone Prescription Drug Plan (PDP).        responsibilities” chapter of the Evidence
This plan offers Original Medicare benefits and       of Coverage. The Evidence of Coverage for
some supplemental benefits.                           each Advantage plan can be accessed at
Premier Plan (HMO) offers a prescription              samhealthplans.org/2022Benefits. You can also
benefit (Medicare Part D) in conjunction with         find this information in the member rights and
Original Medicare benefits and a variety of           responsibilities section of this manual.
supplemental benefits.

Premier Plan Plus (HMO) is the enriched
                                                      InterCommunity Health Network
Advantage plan, offering the most supplemental        Coordinated Care Organization
benefits. It offers all the benefits of the Premier   InterCommunity Health Network Coordinated
Plan, plus more: dental benefits, hearing aids,       Care Organization (IHN-CCO) was formed in
free Silver & Fit membership and coverage             2012 by local public, private and nonprofit
during the Medicare Rx drug coverage gap for          partners to unify health services and systems
some tiers.                                           for Oregon Health Plan (OHP) members in
                                                      Benton, Lincoln and Linn counties. Although
Special Needs Plan (HMO) is for Medicaid
                                                      IHN-CCO’s contract with the state of Oregon
eligible members who are also eligible for
                                                      is not exclusive, it is currently the only CCO
Medicare Part A and Part B. These members
                                                      in these three counties that administers OHP,
are dually enrolled in Medicaid and Medicare
                                                      which provides access to health insurance for
and are referred to as “duals”. They have both
                                                      Medicaid-eligible, low-income residents.
medical benefits and prescription drug benefits.
                                                      IHN-CCO offers three packages for members,
All SAHP plan benefits are subject to review for
                                                      depending on the level of care individual
medical necessity via written documentation or
                                                      members need: comprehensive (medical, mental
appropriateness of treatment setting (level of
                                                      health and dental), mental health and dental
care versus severity of condition).
                                                      and mental health only. Find out more about
Providers are required to verify that the patient     plan benefits at IHNtogether.org/Your-Benefits.
is eligible on the date of service before rendering
                                                      IHN-CCO uses the OHP Prioritized List of Health
services and that the service is covered under
                                                      Services, a listing of diagnosis and treatment
the Samaritan Advantage Health Plans. The
                                                      pairings, to determine whether a diagnosis and/
provider is required to seek any necessary prior
                                                      or service is part of the OHP benefit package.

Provider Manual                                                                                        5
The Oregon Health Services Commission (HSC)        Choice members have rights and responsibilities
designs and maintains the prioritized list under   as described in the Samaritan Choice Medical
the direction of the Oregon Legislature. The       and Pharmacy Handbook and the Samaritan
legislature determines the level to which the      Choice Vision Handbook. For the most up-to-
list will be funded. Diagnoses and/or treatments   date language, the handbooks can be accessed on
that are considered below the line are not         the Samaritan website at choice.samhealthplans.
funded by the available budget set forth by        org/2022ChoiceBenefits. You can also find
the Oregon Legislature and are therefore not       this information in the member rights and
considered part of the OHP benefit package.        responsibilities section of this manual.
IHN-CCO plan benefits are subject to review for
medical necessity via written documentation,
                                                   Samaritan Employer Group Plans
appropriateness of treatment setting (level
of care versus severity of condition) and the      Samaritan Health Plans (SHP) offers employer
OHP Prioritized List condition/treatment           group health plans to businesses domiciled
pair ranking. For above and below the line         in the state of Oregon. View benefits for
diagnoses, please refer to the OHP Prioritized     small, large and association group plans at
List of Health Services at oregon.gov/oha/hsd/     samhealthplans.org/Employers.
ohp/pages/prioritized-list.aspx.                   You can view all preferred providers in the
Contracted providers can be found in the           provider directory by visiting our website at
searchable provider directory at                   providers.samhealthplans.org/Refer-for-Care.
providers.samhealthplans.org/Refer-for-Care.       Samaritan employer group plans members have
IHN-CCO members have rights and                    rights and responsibilities as described in their
responsibilities as described in the IHN-CCO       group certificates. You can find this information
Handbook. The handbook can be accessed at:         in the member rights and responsibilities
providers.samhealthplans.org/Handbook.             section of this manual.
You can also find this information in the
member rights and responsibilities section
of this manual.

Samaritan Choice Plans
Samaritan Health Services (SHS) offers Samaritan
Choice Plans (SCP). These are the self-funded
health benefit plans that provide coverage for
Samaritan employees and their dependents.

Samaritan Choice Plans offer a standard medical
plan, an HSA eligible high-deductible medical
plan and a vision plan. A pharmacy plan is
included with both medical plans. View plan
benefits and access our provider directory at
providers.samhealthplans.org/Refer-for-Care.

Provider Manual                                                                                        6
Section 2: Contact us

SHP Customer Service is available to provide       In-person:
assistance Monday through Friday, from 8 a.m.
                                                   Monday through Friday, from 8 a.m. to 5 p.m.
to 8 p.m. Our representatives can:
                                                   2300 NW Walnut Blvd., Corvallis, OR 97330
z   Assist with member eligibility and benefits.
z   Provide claims assistance.                     Contact us by phone at the Customer
                                                   Service number or by email:
z   Accept grievances and concerns.
                                                   healthplanresponse@samhealth.org
z   Answer questions regarding authorizations.
                                                   Our Provider Relations team is here to assist
Phone:                                             you with:
Monday through Friday, from 8 a.m. to 8 p.m.
                                                   z   Credentialing questions.
at 541-768-5207 or toll free 888-435-2396.
                                                   z   Contracting (existing or new).

Mail:                                              z   Provider education and training.

Samaritan Health Plans                             z   Samaritan Health Plans provider portal:
PO Box 1310                                            Provider Connect.
Corvallis, OR 97339

Provider Manual                                                                                    7
Section 3: Claims

3.1 Eligibility and benefits                      3.3 Oregon Medicaid Registration
Eligibility and benefit information for our       The Oregon Health Authority (OHA) requires
members can be accessed via SHP's provider        all providers who submit claims to Oregon
portal, Provider Connect, or through our          Coordinated Care Organizations to be registered
Customer Service Department. Except for           with the Oregon Medicaid office prior to
emergency services and as applicable, the         receiving payment for services. If you have
provider shall verify each member’s eligibility   not registered, you must submit application
prior to rendering any services.                  materials and receive an Oregon Medicaid ID
                                                  number before we can pay you. See oregon.gov/
                                                  oha/hsd/ohp/pages/provider-enroll.aspx for
3.2 General claims information                    forms and process.
Providers are responsible for submitting
itemized claims for services provided to
members in a complete and timely manner,          3.4 Electronic claims submission
in accordance with your provider agreement,       SHP encourages providers to submit claims via
this manual and applicable law. Providers are     Electronic Data Interchange (EDI) for quicker
also responsible for ensuring that all codes      claims reimbursement, improved accuracy and
submitted to SHP for payment are current and      to reduce or eliminate costs associated with
accurate, that the codes reflect the services     mailing, such as envelopes and postage. To sign
provided and are compliant with all industry      up for EDI, visit our billing and claims page at
and governmental standards. Incorrect or          providers.samhealthplans.org/Submit-Claims.
invalid coding may result in delays in payment,
denial of payment, a post-payment provider
refund request or a post-payment recoupment
                                                  3.5 Electronic funds transfer (EFT)
of overpaid amounts from later payments.          Samaritan Health Plans recommends that
                                                  providers receive payment via electronic funds
SHP reserves the right to review all claims       transfer (EFT) for quicker payment and to avoid
submitted for accuracy and appropriateness.       lost checks. Funds are deposited directly into
This review may include review of supporting      your designated bank account and include the
documentation. Improper data submission may       reassociation trace number (TRN), in accordance
cause claims to pend and/or be returned for       with CAQH CORE Phase III Operating Rules
correction or documentation.                      for HIPAA standard transactions. Additional
                                                  benefits include:

                                                  z   Accelerated access to funds with direct
                                                      deposit into your existing bank account.
                                                  z   SHP administrates payments for IHN-CCO.
                                                      By signing up with InstaMed, you will
                                                      receive SHP payments and those for the
                                                      IHN-CCO members you see.

Provider Manual                                                                                      8
z   Reduced administrative costs by eliminating        z   All claims and attachments should be
    paper checks and remittances.                          printed single sided. Do not duplex print,
                                                           even on primary Explanation of Benefits
SHP has partnered with InstaMed to deliver this
                                                           (EOBs) or attachments.
simplified payment experience.
                                                       z   Send full page attachments only.
To sign up and begin receiving electronic funds
                                                       z   Do not staple claims or attachments together.
transfers (EFT), contact InstaMed at:
                                                       z   Mark multi-page claims with either a page
Online: Visit InstaMed.com/ERAEFT                          number, i.e., page 2 of 3, or as continued.

Phone: Call InstaMed at 866-945-7990 to                z   Ensure that each secondary claim has the
speak with an agent.                                       primary EOB submitted with it.
                                                       z   Do not write or stamp over top of the body of
                                                           the claim form.
3.6 Electronic remittance advice
                                                       z   Do not use white-out or cross out and correct
Providers can also choose to receive free electronic       any fields that affect the payment of the claim.
remittance advice (ERAs) for Samaritan Health
                                                       z   Use black ink — the scanning process filters
Plan payments. ERAs can be routed to your
                                                           out red ink.
existing clearinghouse through our partner
InstaMed.                                              z   Use the remarks field for messages.
                                                       z   Send the original claim form to Samaritan
To sign up and begin receiving ERAs, contact
                                                           Health Plans and retain a copy for your records.
InstaMed at:
                                                       z   To help our equipment scan accurately,
Online: Visit InstaMed.com/ERAEFT                          remove all perforated sides from the form.
                                                           Leave a quarter-inch border on the left
Phone: Call InstaMed at 866-945-7990 to
                                                           and right sides of the form after removing
speak with an agent.
                                                           perforated sides.
                                                       z   Do not highlight any fields on the claim
3.7 Paper claims submission                                forms or attachments. Highlighting makes
For providers who submit paper claims please               it more difficult to create a clear electronic
refer to the following standards to produce clean          copy when the document is scanned.
and legible claims, which will reduce claim            z   Print with dark font. Ensure your toner or ink
rejection, speed up processing and prevent                 is fresh and please do not print in draft mode.
payment delays:

If you need help filling out the CMS 1450 or 1500
                                                       Where to mail paper claims
form, please see providers.samhealthplans.org/         Please see providers.samhealthplans.org/Submit-
submit-claims to review form requirements and          Claims and choose File by Mail to access our
guides.                                                current mailing addresses by line of business.

z   Submit only claim forms that are typed             If you submit paper claims, the following
    or printed.                                        information must be included:
z   Correctly align text in the form boxes and         z   Provider name.
    do not allow text to overlap lines.
                                                       z   Rendering provider, group or billing provider.

Provider Manual                                                                                             9
z   Federal provider TIN.                              z   Correcting and resubmitting plan batch status
z   NPI (excluding atypical providers).                    reports and error reports electronically.

z   Medicare number (if applicable).                   z   Correcting errors and immediately
                                                           resubmitting to prevent denials due
z   DMAP number (if applicable).
                                                           to late filing.
Some claims may require additional
attachments. When submitting a paper claim,
                                                       3.9 Claims editing and pricing
please include all supporting documentation.
Claims with attachments should be submitted            SHP uses claims editing software developed

on paper and attachments should be printed             internally and from third-party vendors

single sided. Claims with duplex printed               to assist in determining the appropriate

attachments may be sent back for correction            handling and reimbursement of claims. From

and resubmission.                                      time to time, SHP may change this coding
                                                       editor or the specific rules that it uses in
                                                       analyzing claims submissions. SHP’s goal
3.8 Monitoring submitted claims                        is to make sure claims are accurate and to
After filing a clean claim, the claim status           ensure compliance with all state and federal
should be available in our claims adjudication         rules and regulations, including those claims
system within 10 to 14 business days after             payment methodologies required for Medicare
receipt. After filing a clean electronic data          Advantage and OHP administration.
interchange (EDI) claim, the claim status should
                                                       SHP utilizes both the Optum EASYGroup
be available in our claims adjudication system
                                                       Prospective Payment Systems (PPS) and the
within two business days of receipt.
                                                       Claims Editing System (CES) software to ensure
After submitting paper or electronic claims, you       accuracy and consistency in claims processing
can monitor them by:                                   for all of our product lines for both professional
                                                       and facility-based claims.
z   Checking claim status on our secure provider
    portal at providerconnect.samhealth.org.           This system applies all the existing industry
    Users must be subscribers of OneHealthPort         standard criteria and protocols for Diagnosis
    in order to login. If you are not yet subscribed   Related Groups (DRG), Current Procedural
    to OneHealthPort, please register your             Terminology (CPT), Healthcare Procedure Coding
    organization at onehealthport.com/sso/             System (HCPCS) and the Internal Classification of
    register-your-organization. Providers that         Diseases (ICD-10_CM) manuals.
    are not subscribed should click on “I’m not
                                                       The three most prevalent coding irregularities
    an OneHealthPort Subscriber but would like
                                                       we find are:
    information on subscribing”.
z   Contacting Customer Service at providers.          z   Unbundling: Two or more individual CPT or
    samhealthplans.org/Contact-Us.                         HCPCS codes that should be combined under
                                                           a single code or charge.
z   Confirming receipt of plan batch status
    reports from your vendor or clearinghouse          z   Mutually exclusive: Two or more procedures
    to ensure your claims have been accepted               that by practice standards would not be
    by SHP.                                                billed to the same patient on the same day.

Provider Manual                                                                                        10
z   Inclusive procedures: Procedures that are        IHN-CCO requires all providers to request and
    considered part of a primary procedure and       obtain information about third-party liability
    not paid as separate services.                   (TPL) for payment of services and any and all
Consistent application of these rules improves the   other insurance coverage to which an
accuracy and fairness of our payment of benefits.    IHN-CCO member may be entitled and to
                                                     provide such information to IHN-CCO within
The software also applies the National Correct       30 days of discovery. Samaritan Health Plans
Coding Initiative (NCCI) edits for the processing    also requires IHN-CCO contracted providers
of both facility and professional claims. Our        to comply with OHA requests for third-party
updates of the NCCI are implemented as soon          eligibility information in a timely manner.
as possible after receipt from Optum. However,       The following information should be collected
these updates will not align with CMS; we will       and emailed to the TPL department at
always be one version behind.                        shpthirdpartyinvestigation@samhealth.org:

                                                     a. The name of the third-party payer, or in
3.10 Prompt payment                                       a case where the third-party payer has
Samaritan Health Plans follows CMS and                    insurance to cover the liability, the name of
OHA guidance to determine claims payment                  the policy holder.
timeliness for Medicare and Medicaid lines of        b. The member’s relationship to the third-
business. These guidelines can be found in the            party payer or policy holder.
following documents for Medicare:
                                                     c. The social security number of the third-
z   Review at the Medicare Managed Care                   party payer or policy holder.
    Appeals & Grievances webpage at cms.gov/         d. The name and address of the third-party
    Medicare/Appeals-and-Grievances/MMCAG.                payer or applicable insurance company.
z   Medicare Claims Processing Manual Chapter        e. The policy holder’s policy number for the
    1, Sections 80.2 and 80.3.                            insurance company.
    cms.gov/Regulations-and-Guidance/
                                                     f.   The name and address of any third-party
    Guidance/Manuals/Internet-Only-Manuals-
                                                          who injured the member.
    IOMs-Items/CMS018912
    Prioritized List and Guideline Notes found at
z
                                                     3.12 Balance billing
    oregon.gov/oha/HSD/OHP/Pages/Prioritized-
    List.aspx.
                                                     Samaritan Advantage Health Plans
                                                     The Qualified Medicare Beneficiary (QMB)
3.11 Coordination of benefits                        Program is available to assist low-income
     and third-party liability                       Medicare beneficiaries with Medicare Part A and
SHP follows the National Association of Insurance    Part B premiums and cost sharing, including
Commissioners (NAIC) model regulations for           deductibles, coinsurances and copayments.
coordinating benefits, except in instances where
                                                     Federal law (Sections 1902(n)(3)(B) and 1866(a)
the NAIC model regulations differ from Oregon
                                                     (1)(A) of the Act, as modified by Section 4714
state law or from CMS regulations.
                                                     of the Balanced Budget Act of 1997) prohibits
In order to identify all third-party payers,         all Medicare providers from billing QMBs

Provider Manual                                                                                       11
for all Medicare deductibles, coinsurance,                to the member for services provided.
or copayments. All Medicare and Medicaid              z   The member has the limited Citizen Alien
payments you receive for furnishing services              Waived Emergency Medical (CAWEM)
to a QMB are considered payment in full.                  benefit package. CAWEM members have
                                                          the benefit package identifier of CWM.
InterCommunity Health Network                             Members receiving CAWEM benefits may
Coordinated Care Organization                             be billed for services that are not part of the
                                                          CAWEM benefits. (See OAR 410-120-1210 for
A provider who is rendering services to an
                                                          coverage.) The provider must document that
InterCommunity Health Network CCO
                                                          the member was informed in advance that
(IHN-CCO) member:
                                                          the service or item would not be covered by
z   May not seek payment from the member for              the Division. An OHP 3165 is not required for
    any Medicaid-covered services.                        these services.

z   Cannot bill the member for a missed               z   The member has requested a continuation
    appointment.                                          of benefits during the contested case
                                                          hearing process and the final decision was
z   May not bill the member for services or
                                                          not in favor of the member. The member
    treatments that have been denied due to
                                                          shall pay for any charges incurred for the
    provider error.
                                                          denied service on or after the effective date
z   Cannot bill IHN-CCO more than the
                                                          on the Notice of Action or Notice of Appeal
    provider’s usual charge.
                                                          Resolution. The provider must complete the
A provider may only bill an IHN-CCO member in             OHP 3165 pursuant to section (3)(h) of this
the following situations:                                 rule before providing these services.

z   Any applicable coinsurance, copayment and         z   In exceptional circumstances, a member may
    deductibles expressly authorized in OAR               decide to privately pay for a covered service.
    chapter 410, divisions 120 and 141 or any             In this situation, the provider may bill the
    other Division program rules.                         member if the provider informs the member
                                                          in advance of all the following:
z   The member did not inform the provider
    of their OHP coverage at the time of or               z   The requested service is a covered service
    after service was provided; therefore, the                and the appropriate payer (the Health
    provider could not bill the appropriate payer             Systems Division, Managed Care Entity
    for reasons including but not limited to                  (MEC), or third-party payer) would
    the lack of prior authorizations or the time              pay the provider in full for the covered
    limit to submit the claim for payment has                 service. The estimated cost of the covered
    passed. The provider must verify eligibility              service, including all related charges, the
    and document attempts to obtain coverage                  amount that the appropriate payer would
    information prior to billing the member.                  pay for the service and that the provider
                                                              cannot bill the member for an amount
z   The member became eligible for benefits
                                                              greater than the amount the appropriate
    retroactively but did not meet all the criteria
                                                              payer would pay.
    required to receive the service.
                                                          z   The member knowingly and voluntarily
z   A third-party payer made payments directly

Provider Manual                                                                                          12
agrees to pay for the covered service.       3.13 Coding
    z   The provider documents in writing,           As a contracted provider, you play an
        signed by the member or the member’s         important role in identifying conditions
        representative, indicating the provider      that impact members’ health. Please code
        gave the member the information              to the highest level of specificity and retain
        described in section (3)(g)(A-C); that       supporting documentation for each encounter.
        the member had an opportunity to ask         All applicable diagnosis codes should be
        questions, obtain additional information     included on the claim form including social
        and consult with the member’s caseworker     determinants of health (SDoH) and external
        or representative; and that the member       causes of morbidity. For more information on
        agreed to privately pay for the service      coding guidelines refer to your ICD-10-CM
        by signing an agreement incorporating        Official Guideline for Coding Manual.
        all the information described above. The
        provider must give a copy of the signed
        agreement to the member. A provider
                                                     3.14 Timely filing
        may not submit a claim for payment for       Any provider billing SHP for services or
        covered services to the Division or to the   supplies provided to our members must adhere
        member’s MCE or third-party payer that       to the following timelines for reimbursement
        is subject to the agreement.                 consideration:

z   A provider may bill a member for services
    that are not covered by the Division or          Samaritan Advantage Health Plans
    MCE. Before providing the non-covered
                                                     z   Provider primary claims: Providers must
    service, the member must sign the
                                                         submit clean primary claims for medical,
    provider-completed Agreement to Pay
                                                         medical equipment and medical supplies per
    (OHP 3165) or a facsimile containing all
                                                         the time frame stated in your contract.
    the information and elements of the OHP
                                                     z   Provider secondary claims: Providers
    3165. The completed OHP 3165 or facsimile
                                                         must submit secondary claims within six
    is valid only if the estimated fee does
                                                         calendar months of the date of the EOB for
    not change and the service is scheduled
                                                         primary payment.
    within 30 days of the member’s signature.
    Providers must make a copy of the                z   Claims corrections: Corrected claims
    completed OHP 3165 or facsimile available to         must be clearly marked in accordance with
    the Division or MCE upon request.                    standard billing practices and must be
                                                         received no more than 12 calendar months
                                                         from the date of service on claim, unless a
                                                         claim is reopened.

Provider Manual                                                                                        13
InterCommunity Health Network CCO                     clearly marked in accordance with standard
                                                      billing practices and must be received no
z   Provider primary claims: Providers must
                                                      more than eighteen calendar months from
    submit clean primary claims for medical,
                                                      the most recent process (EOB) date.
    medical equipment and medical supplies per
    the time frame stated in your contract.
z   Provider secondary claims: Providers must
                                                   3.15 Reimbursement guidelines
    submit secondary claims within six calendar    SHP offers reimbursement guidelines on
    months of the date of the EOB for primary      our provider website to assist you with
    payment.                                       many services you may provide. To view
                                                   these guidelines please visit: providers.
z   Claims corrections: Corrected claims must be
                                                   samhealthplans.org/Reimbursement.
    clearly marked in accordance with standard
    billing practices and must be received no
    more than eighteen calendar months from
    tthe most recent process (EOB) date.

Samaritan Choice Plans
z   Provider primary claims: Providers must
    submit clean primary claims for medical,
    medical equipment and medical supplies per
    the time frame stated in your contract.
z   Provider secondary claims: Providers must
    submit secondary claims within six calendar
    months of the date of the EOB for primary
    payment.
z   Claims corrections: Corrected claims must be
    clearly marked in accordance with standard
    billing practices and must be received no
    more than eighteen calendar months from
    the most recent process (EOB) date.

Samaritan Employer Group Plans
z   Provider primary claims: Providers must
    submit clean primary claims for medical,
    medical equipment and medical supplies per
    the time frame stated in your contract.
z   Provider secondary claims: Providers must
    submit secondary claims within six calendar
    months of the date of the EOB for primary
    payment.
z   Claims corrections: Corrected claims must be

Provider Manual                                                                                   14
Section 4: Care coordination

The Care Coordination Department oversees           4.2 Utilization
and monitors case management programs and               management disclaimer
services to coordinate, manage and evaluate the
                                                    Samaritan Health Plans providers, staff and
delivery of health care. The scope of the care
                                                    contracted dental providers make decisions
coordination program includes all behavioral
                                                    about the care and services that are provided
health, physical and oral health care delivery
                                                    based on a member’s clinical needs, the
activities across the continuum of care,
                                                    appropriateness of care and service and the
including inpatient admissions to hospitals,
                                                    member’s coverage. SHP does not make
acute rehabilitation facilities, skilled nursing
                                                    decisions regarding hiring, promoting or
facilities (SNF), home care services, outpatient
                                                    terminating its providers or other individuals
care and office visits.
                                                    based upon the likelihood or perceived
                                                    likelihood that the individual will support or
4.1 Utilization management                          tend to support the denial of benefits. SHP
Prospective, concurrent and retrospective           does not specifically reward, hire, promote or
reviews are performed on a case by case             terminate practitioners or other individuals for
basis to determine the appropriateness of           issuing denials of coverage or care. No financial
care. Utilization Management (UM) decisions         incentives exist that encourage decisions that
are made by qualified licensed health care          specifically result in denials or create barriers
professionals, who have the knowledge and           to care or services. In order to maintain
skills to assess clinical information, evaluate     and improve the health of our members,
working diagnoses and proposed treatment            all providers and health care professionals
plans. Care coordination is supported by board      should be especially diligent in identifying any
certified UM provider reviewers, behavioral         potential underutilization of care or services.
health providers and doctoral-level practitioners
who hold a current license to practice without      4.3 Authorizations
restrictions. These licensed clinicians oversee
                                                    Care Coordination ensures accurate and timely
UM decisions to ensure consistent and
                                                    processing of prior authorization related to
appropriate medical necessity determinations.
                                                    durable medical equipment (DME), medical
Inter-rater reliability (IRR) reviews are
                                                    procedures and services including mental health
conducted to ensure consistent application of
                                                    and substance use disorder services. Utilization
the utilization criteria.
                                                    Management ensures that appropriate clinical
                                                    information is obtained, documented and
                                                    reviewed for all UM decisions. This process
                                                    may include consulting with the requesting
                                                    provider when appropriate. Authorizations may
                                                    be submitted through the Authorization Wizard
                                                    located on our online portal accessed through
                                                    Provider Connect.

Provider Manual                                                                                         15
To submit any type of authorization other than            z   Provider presents compelling
a standard request, the following conditions                  evidence of attempt to obtain prior
must be met:                                                  authorization in advance of the
                                                              service. The evidence shall support
z   Expedited: Submission must indicate that
                                                              the provider followed SHP policy and
    waiting for a decision within the standard
                                                              that the required information was
    time frame could place the member’s life,
                                                              entered correctly by the provider
    health or ability to regain maximum function
                                                              office into the appropriate system.
    in serious jeopardy.
                                                          z   Member enrollment was entered
z   Retroactive: Utilization Management
                                                              retroactively in Facets and was not
    follows state and federal regulations and
                                                              available at the time of service for the
    contract language for review of retroactive
                                                              provider to obtain prior authorization
    authorization requests. As of May 1, 2019,
                                                              from SHP.
    retroactive requests will be reviewed for the
    extenuating circumstances listed below. If            z   Requested within seven calendar
    the exceptions are met, retroactive requests              days of service for detoxification
    are processed according to the specific line              related to substance use, an initial
    of business authorization request policy. If              outpatient mental health evaluation,
    the exceptions are not met the request will               day treatment, psychiatric residential
    be denied. Retroactive authorization requests             treatment and subacute care.
    submitted by non-contracted providers and             z   Requested within seven calendar days
    facilities will be accepted and processed in              of the dispense date for DME items
    accordance with the line of business specific             provided at an office visit.
    authorization request policy.                         z   Requested within 30 calendar days for
    z   Exceptions – Retroactive authorization                DME items that require a Certificate
        requests will be reviewed for medical                 of Medical Necessity.
        necessity from contracted providers and     For more information regarding authorizations,
        facilities if:                              please visit: providers.samhealthplans.org/
        z   The member indicated at the time of     Authorizations.
            service that they were self-pay or no
            coverage was in place.
        z   A natural disaster prevented the
            provider or facility from securing
            prior authorization or providing
            hospital admission notification.

Provider Manual                                                                                      16
4.4 Clinical criteria                                z   Oregon Health Authority (OHA) Prioritized
                                                         List of Health Care Services along with
The plan’s Evidence of Coverage (EOC) or plan
                                                         Guideline Notes as published on Oregon.gov/
document and federal and state guidelines are
                                                         OHA/HSD/OHP/Pages/Prioritized-List.aspx.
used to determine benefits. Nationally recognized
criteria, federal (CMS), state, internal practice    z   American Society of Addiction Medicine
guidelines and company developed clinical                Criteria.
standards are used to determine clinical and         Clinical reviewers consider the individual
medical appropriateness of services.                 characteristics of the member, i.e., age,
                                                     comorbidity, complications, progress of
The criteria are selected, developed, approved and
                                                     treatment, psychosocial situation, care supports
overseen by the Care Coordination Department.
                                                     and home environment when applying criteria.
Care Coordination will ensure clinical consistency
and appropriateness of all criteria utilized by      The organization gives practitioners, with
the Utilization Management team.                     clinical expertise in the area being reviewed,
                                                     the opportunity to advise or comment on the
Complete criteria sets are maintained
                                                     development or adoption of criteria.
electronically and are available for reference
to authorized entities, providers and members
upon request.                                        4.5 Medical coverage policies
The criteria utilized includes:                      Medical coverage policies provide clinical
                                                     criteria for decision-making and are developed
z   MCG CareWebQ1 10.2 – assessment tools,           when no appropriate external guidelines
    review criteria and reporting.                   exist. Medical coverage policies do not
z   Centers for Medicaid and Medicare Services       determine covered benefits or whether a prior
    (CMS) - Coverage guidelines, a compendium        authorization is required. Medical coverage
    of regulations, operation policy letters         policies are made available to providers upon
    and manuals that are based on medical            request.
    appropriateness criteria and clinical status
    of the patient to support decision-making:
    cms.gov/medicare-coverage-database/
                                                     4.6 Peer-to-peer consultation
    overview-and-quick-search.aspx.                  Treating providers may request a peer-to-
                                                     peer conversation with SHP Medical Review to
z   Samaritan Health Plans’ medical coverage
                                                     discuss the reason(s) for a specific denial or
    policies are based on local, regional and
                                                     adverse benefit determination of services/items.
    national practice standards, literature,
                                                     Peer-to-peer conversations may be requested
    research and consensus-based policy.
                                                     via phone, email, fax or by visiting Samaritan
z   The Oregon Health Plan (OHP), Oregon             Health Plans in-person.
    Administrative Rules (OAR) and Oregon
    Revised Statutes (ORS) provide guidance for
    interpreting IHN-CCO Medicaid benefits.

Provider Manual                                                                                       17
4.7 Referrals for                                   4.8 Care management services
    out-of-network services                         Samaritan Health Plans care management
Contracted providers are responsible for            services are offered as a supplemental resource
referring members to an in-network provider;        to the provider care team to assist in serving
however, members sometimes require care that        members that have special health care needs,
is not available within our network of providers.   such as complex behavioral, medical and oral
When this occurs, the contracted provider may       health conditions and social determinants of
request a referral for the member to utilize        health barriers.
an out-of-network provider or service. The
                                                    Care management services are designed to
request must indicate the reason for the medical
                                                    engage members, their families and caregivers to
necessity and the reason for the out-of-network
                                                    meet their care needs and goals and to promote
referral request, e.g., no available contracted
                                                    continuity of care and effective use of resources.
in-network provider, full provider panel or wait
                                                    Care management services are voluntary and
time to see contracted provider exceeds the
                                                    provided at no cost to the member.
medical necessity of the service. The contracted
provider referring an IHN-CCO or Samaritan
Advantage member for out-of-network services        Intensive Care Coordination (ICC)
is also required to obtain all necessary prior      ICC is a specialized care management program
authorizations as mandated by the plan.             for members on IHN-CCO and who may have
                                                    special health care needs or are part of a
For providers making referrals for SHP
                                                    prioritized population. Examples include:
members, providers are responsible for only
referring for services covered by CMS or            z   Older adults: Individuals who are hard of
Samaritan Health Plans.                                 hearing, deaf, blind or have other disabilities.

Referrals made for IHN-CCO members, must be         z   Members with complex or high health care
made to a Medicaid participating provider.              needs: Multiple or chronic conditions, SPMI
                                                        or are receiving Medicaid-funded long-term
                                                        care services and supports (LTSS).
Out-of-state services
                                                    z   Children ages zero to five: Showing early signs
For Samaritan Advantage Health Plans and
                                                        of social/emotional or behavioral problems.
IHN-CCO, SHP may give prior authorization
for non-emergency, medically appropriate,           z   Members with a serious emotional disorder
out-of-state services in accordance with state          (SED) diagnosis.
and federal requirements. This includes, but        z   Members in medication assisted treatment
is not limited to, provider being enrolled as           for SUD.
a current Oregon Medicaid and/or Medicare           z   Women who have been diagnosed with a
provider, services are not available in the             high-risk pregnancy.
state of Oregon and is considered a covered,
                                                    z   Children with neonatal abstinence syndrome.
medically appropriate service.
                                                    z   Children in Child Welfare.
                                                    z   IV drug users who have SUD and who need
                                                        withdrawal management.

Provider Manual                                                                                       18
z   Members who have HIV/AIDS.                     Maternity case management
z   Members who have tuberculosis.                 The maternity case management program’s
z   Veterans and their families.                   primary purpose is to optimize pregnancy
                                                   outcomes, including reducing the incidence of
z   Members at risk of first episode psychosis,
                                                   low birth weight babies. Services are tailored
    and individuals within the intellectual and
                                                   to the individual member needs. The program
    developmental disability (IDD) populations.
                                                   is available to all pregnant IHN-CCO members
                                                   and expands perinatal services to include
ICC services may include assistance to ensure
                                                   management of health, economic, social and
timely access to providers; coordination of
care to ensure consideration is given to unique    nutritional factors through the end of pregnancy
needs; assistance to providers with coordination   and a two-month postpartum period. A multi-
of services and discharge planning; coordination   disciplinary care team consisting of a clinical
of community support such as social services.      care manager, behavioral health care manager
                                                   and community health worker supports the
Members are identified through direct referrals    member and her health care needs.
from contracted providers, community partners
directly engaged with the member, referrals
from utilization management, data analysis and
                                                   Complex case management
member and member representatives.                 The complex case management (CCM) program
                                                   is designed for members with chronic and/or
Care management staff are assigned to support
                                                   complex medical/behavioral health conditions
the member in developing an individualized
                                                   to promote independence, optimal health and
care plan (ICP.) This may begin by completing
                                                   continuity of care at the lowest cost appropriate
a health assessment. The ICP is created by and
                                                   to the member's needs. This may include
for the member to positively impact health
                                                   members with new health catastrophic event
outcomes. The ICP addresses the member’s
                                                   or prolonged hospitalizations. Together, the
clinical and social needs identified during the
                                                   nurse care manager and member establish
assessment or from the member and tracks
                                                   an individualized plan that identifies specific
the members identified goals and process
                                                   health related goals and ways to address barriers
to overcome barriers identified. The ICP is
                                                   to success. Interaction with a member’s PCP
supported by the members interdisciplinary
                                                   and relevant specialists is also an important
care team (ICT.) The team consists of internal
                                                   component of the care manager’s role. Once
and external health professionals and social
                                                   a member has been identified and agrees
supports working together to coordinate the
                                                   to participate in complex case management
member’s care. The ICT coordinates care and
                                                   program, the nurse care manager completes
develops a plan of care for high-needs members.
                                                   interventions such as the following:
The member’s primary care provider is
responsible for developing a treatment plan for
the member with the member’s participation.
The treatment plan should be in accordance
with any applicable state quality assurance and
utilization review standards.

Provider Manual                                                                                      19
z   Completion of a telephonic assessment that         Family System of Care and initiatives aimed at
    includes core domains and medication review,       improving access to services and quality of care.
    pain assessment and depression screening.
                                                       Community health workers (CHW): CHWs work
z   Members that have had a hospitalization            in collaboration with the clinical care team and
    are assessed for their understanding of their      community partners. They assist members in
    discharge instructions and follow-up care.         accessing health care by connecting members
z   Provider outreach for members in needs of          to their PCP and helping them understand their
    additional coordination or medical intervention.   health plan benefits, limits and guidelines. They
z   Collaboration with multi-disciplinary              also are integral in coordinating community
    team members such as social workers for            supports and resources to reduce the barriers
    community or behavioral health needs.              imposed by social determinants of health.

z   Member education including mailed
    materials or shared resources for                  How to contact Care Coordination
    information or support.
                                                       Contact us by phone:
Getting to know the Samaritan                          Monday through Friday, from 8 a.m. to 8 p.m.
Health Plans’ care team                                541-768-5207 or toll free at 888-435-2396.

Nurse clinical care managers: the clinical care
manager is responsible for coordinating care in        Contact us by mail:
cooperation with the PCP and other providers;          Samaritan Health Plans
documenting care information and actions               PO Box 1310
taken; developing an individualized care plan          Corvallis, OR 97339
with the member; coordinating with member’s
care team and community resources; educating           Email the SHP Care Team
members as appropriate about member
                                                       carecoordinationteam@samhealth.org
conditions, procedures and treatments and
appropriate use of plan resources.

Behavioral health care managers: The
behavioral health care manager provides
screening, knowledge of criteria and clinical
judgment to assess patient needs and assure
that medically appropriate treatment is provided
in a quality, cost-effective manner within
the benefit plan of the member. Participates
in care coordination and transition planning
for members receiving mental health services
and collaborates with community partners to
identify member needs, support service delivery,
and close gaps in members’ care. Supports
community efforts in establishing the Youth and

Provider Manual                                                                                        20
Section 5: Quality Management Program

Samaritan Health Plans’ Quality Management         the period of one calendar year. The QI Workplan
(QM) program provides an overview of the           includes quality improvement initiatives, targets,
structure and processes that enable the health     measures and metrics, activities and methods of
plan to carry out its commitment to ongoing        performance tracking throughout the year to meet
improvement in care and service and member         regulatory requirements for each line of business.
health. Our objective is to give members
compassionate and effective care that is easily    The QI Workplan:
accessible, safe, equitable and affordable.        z   Reviews, evaluates and monitors internal
Quality improvement goals are focused on               and external data.
safety, preventive health, member and provider
                                                   z   Ties specific measurements to program goals
experience and delivering excellence in care and
                                                       and objectives.
services that set community standards. The QM
program assists the organization in achieving      z   Outlines milestones, improvement targets
these goals.                                           and measurements.

Samaritan Health Plans and IHN-CCO board of        z   Interventions are revised based on analysis
directors govern the QM program. The program           findings.
integrates network providers, social service
agencies, community-based organizations,           5.2 Quality Management Council
members, health plan departments and staff at          (QMC)
all levels.
                                                   Our Quality Management Council (QMC) is
The program is comprised of four core              the responsible entity for the oversight and
components:                                        management of all quality-related activities. The
                                                   QMC is chaired by the chief medical officer and
z   Accreditation and standards.
                                                   is comprised of community partners and network
z   Health data analytics.                         clinicians representing primary care, behavioral
z   Quality improvement.                           health, oral health and specialties. SHP functional
z   Patient safety.                                area directors and health plan staff participate
                                                   as required. The Quality Management Council
SHP demonstrates commitment to quality             meets at least quarterly and provides guidance for
through continuous improvement. Our program        the QM Program. It oversees quality monitoring
is ever-evolving in response to the changing       and improvement activities and evaluates the
needs of our members and the standards             effectiveness of key services provided to members,
established by the provider community and          providers and regulatory agencies.
regulatory and accrediting bodies. Providers
can find information about our current
Quality Management program at providers.           5.3 Quality improvement projects
samhealthplans.org/QM-Program.                     The Quality Management program includes
                                                   numerous quality improvement projects.
                                                   The Chronic Care Improvement Program
5.1 Quality Improvement Workplan                   (CCIP) for Medicare Advantage members
The annual Quality Improvement (QI) Workplan       ensures members with chronic conditions
governs the program structure and activities for   are effectively managed. The performance

Provider Manual                                                                                    21
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