[Federal Register: May 12, 2006 (Volume 71, Number 92)]
[Rules and Regulations]               
[Page 27797-27939]
From the Federal Register Online via GPO Access [wais.access.gpo.gov]
[DOCID:fr12my06-25]                         
 

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Part II





Department of Health and Human Services





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Centers for Medicare & Medicaid Services



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42 CFR Part 412



Medicare Program; Prospective Payment System for Long-Term Care 
Hospitals RY 2007: Annual Payment Rate Updates, Policy Changes, and 
Clarification; Final Rule


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DEPARTMENT OF HEALTH AND HUMAN SERVICES

Centers for Medicare & Medicaid Services

42 CFR Part 412

[CMS-1485-F]
RIN 0938-AO06

 
Medicare Program; Prospective Payment System for Long-Term Care 
Hospitals RY 2007: Annual Payment Rate Updates, Policy Changes, and 
Clarification

AGENCY: Centers for Medicare & Medicaid Services (CMS), HHS.

ACTION: Final Rule.

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SUMMARY: This final rule updates the annual payment rates for the 
Medicare prospective payment system (PPS) for inpatient hospital 
services provided by long-term care hospitals (LTCHs). The payment 
amounts and factors used to determine the updated Federal rates that 
are described in this final rule have been determined for the LTCH PPS 
rate year July 1, 2006 through June 30, 2007. The annual update of the 
long-term care diagnosis-related group (LTC-DRG) classifications and 
relative weights remains linked to the annual adjustments of the acute 
care hospital inpatient diagnosis-related group system, and will 
continue to be effective each October 1. The outlier threshold for July 
1, 2006, through June 30, 2007, is also derived from the LTCH PPS rate 
year calculations. We are also finalizing policy changes and making 
clarifications.

DATES: This final rule is effective July 1, 2006.

FOR FURTHER INFORMATION CONTACT: 
    Tzvi Hefter, (410) 786-4487 (General information).
    Judy Richter, (410) 786-2590 (General information, payment 
adjustments for special cases, and onsite discharges and readmissions, 
interrupted stays, co-located providers, and short-stay outliers).
    Michele Hudson, (410) 786-5490 (Calculation of the payment rates, 
LTC-DRGs, relative weights and case-mix index, market basket, wage 
index, budget neutrality, and other payment adjustments).
    Ann Fagan, (410) 786-5662 (Patient classification system).
    Miechal Lefkowitz, (410) 786-5316 (High-cost outliers and cost-to-
charge ratios).
    Linda McKenna, (410) 786-4537 (Payment adjustments, interrupted 
stay, and transition period).
    Nancy Kenly, (410) 786-7792 (Federal rate update and case-mix 
index).

SUPPLEMENTARY INFORMATION: 

Table of Contents

I. Background
    A. Legislative and Regulatory Authority
    B. Criteria for Classification as a LTCH
    1. Classification as a LTCH
    2. Hospitals Excluded from the LTCH PPS
    C. Transition Period for Implementation of the LTCH PPS
    D. Limitation on Charges to Beneficiaries
    E. Administrative Simplification Compliance Act (ASCA) and 
Health Insurance Portability and Accountability Act (HIPAA) 
Compliance
II. Publication of Proposed Rulemaking
III. Summary of Major Contents of this Final Rule
    A. Update Changes
    B. Policy Changes
    C. MedPAC Recommendations
    D. Impact
IV. Long-Term Care Diagnosis-Related Group (LTC-DRG) Classifications 
and Relative Weights
    A. Background
    B. Patient Classifications into DRGs
    C. Organization of DRGs
    D. Update of LTC-DRGs
    E. ICD-9-CM Coding System
    1. Uniform Hospital Discharge Data Set (UHDDS) Definitions
    2. Maintenance of the ICD-9-CM Coding System
    3. Coding Rules and Use of ICD-9-CM Codes in LTCHs
    F. Method for Updating the LTC-DRG Relative Weights
V. Changes to the LTCH PPS Payment Rates for the 2007 LTCH PPS Rate 
Year
    A. Overview of the Development of the Payment Rates
    B. LTCH PPS Market Basket
    1. Overview of the RPL Market Basket
    2. Methodology for the Operating Portion of the RPL LTCH PPS 
Market Basket
    3. Methodology for the Capital Portion of the RPL Market Basket
    4. Market Basket Estimate for the 2007 LTCH PPS Rate Year
    C. Standard Federal Rate for the 2007 LTCH PPS Rate Year
    1. Background
    2. Description of a Preliminary Model of an Update Framework 
under the LTCH PPS
    3. Update to the Standard Federal Rate for the 2007 LTCH PPS 
Rate Year
    4. Standard Federal Rate for the 2007 LTCH PPS Rate Year
    D. Calculation of LTCH Prospective Payments for the 2007 LTCH 
PPS Rate Year
    1. Adjustment for Area Wage Levels
    a. Background
    b. Geographic Classifications/Labor Market Area Definitions
    c. Labor-Related Share
    d. Wage Index Data
    2. Adjustment for Cost-of-Living in Alaska and Hawaii
    3. Adjustment for High-Cost Outliers (HCOs)
    a. Background
    b. Cost-to-charge ratios (CCRs)
    c. Establishment of the Fixed-Loss Amount
    d. Reconciliation of Outlier Payments Upon Cost Report 
Settlement
    4. Other Payment Adjustments
    5. Budget Neutrality Offset to Account for the Transition 
Methodology
    6. One-time Prospective Adjustment to the Standard Federal Rate.
VI. Other Policy Changes for the 2007 LTCH PPS Rate Year
    A. Adjustments for Special Cases
    1. Adjustment of Short-Stay Outlier (SSO) Cases
    a. Changes to the Method for Determining the Payment Amount for 
SSO Cases
    b. Changes to the Determination of Cost-to-Charge Ratios (CCRs) 
and Reconciliation of SSO Cases
    2. The 3-day or Less Interruption of Stay Policy
    B. Special payment provisions for LTCH hospitals within 
hospitals (HwHs) and LTCH satellites
VII. Computing the Adjusted Federal Prospective Payments for the 
2007 LTCH PPS Rate Year
VIII. Transition Period
IX. Payments to New LTCHs
X. Method of Payment
XI. Monitoring
XII. MedPAC Recommendations
    A. Discussion of MedPAC's March 2006 Report to Congress: 
Medicare Payment Policy
    B. RTI Report on MedPAC's June 2004 Recommendations
XIII. Health Care Information Transparency Initiative
XIV. Collection of Information Requirements
XV. Regulatory Impact Analysis

Addendum--Tables

Appendix A--Description of a Preliminary Model of an Update Framework 
Under the LTCH PPS

Acronyms

    Because of the many terms to which we refer by acronym in this 
final rule, we are listing the acronyms used and their corresponding 
terms in alphabetical order below:
3M 3M Health Information Systems
AHA American Hospital Association
AHIMA American Health Information Management Association
ALOS Average length of stay
APR All patient refined
ASCA Administrative Simplification Compliance Act of 2002 (Pub. L. 
107-105)
BBA Balanced Budget Act of 1997 (Pub. L. 105-33)
BBRA Medicare, Medicaid, and SCHIP [State Children's Health 
Insurance Program] Balanced Budget Refinement Act of 1999 (Pub. L. 
106-113)
BIPA Medicare, Medicaid, and SCHIP [State Children's Health 
Insurance Program] Benefits Improvement and Protection Act of 2000 
(Pub. L. 106-554)
BLS Bureau of Labor Statistics
CBSA Core-based statistical area
CC Complications and comorbidities
CCR Cost-to-charge ratio
C&M Coordination and maintenance
CMI Case-mix index

[[Page 27799]]

CMS Centers for Medicare & Medicaid Services
CMSA Consolidated metropolitan statistical area
COLA Cost-of-living adjustment
COPS Medicare conditions of participation
CPI Consumer Price Indexes
DSH Disproportionate share of low-income patients
DRGs Diagnosis-related groups
ECI Employment Cost Indexes
FI Fiscal intermediary
FY Federal fiscal year
HCO High-cost outlier
HCRIS Hospital cost report information system
HHA Home health agency
HHS (Department of) Health and Human Services
HIPAA Health Insurance Portability and Accountability Act (Pub. L. 
104-191)
HIPC Health Information Policy Council
HwHs Hospitals within hospitals
ICD-9-CM International Classification of Diseases, Ninth Revision, 
Clinical Modification (codes)
IME Indirect medical education
I-O Input-Output
IPF Inpatient psychiatric facility
IPPS Acute Care Hospital Inpatient Prospective Payment System
IRF Inpatient rehabilitation facility
LOS Length of stay
LTC-DRG Long-term care diagnosis-related group
LTCH Long-term care hospital
MCE Medicare code editor
MDC Major diagnostic categories
MedPAC Medicare Payment Advisory Commission
MedPAR Medicare provider analysis and review file
MMA Medicare Prescription Drug, Improvement, and Modernization Act 
of 2003 (Pub. L. 108-173)
MSA Metropolitan statistical area
NAICS North American Industrial Classification System
NCHS National Center for Health Statistics
OPM U.S. Office of Personnel Management
O.R. Operating room
OSCAR Online Survey Certification and Reporting (System)
PIP Periodic interim payment
PLI Professional liability insurance
PMSA Primary metropolitan statistical area
PPI Producer Price Indexes
PPS Prospective payment system
QIO Quality Improvement Organization (formerly Peer Review 
organization (PRO))
RIA Regulatory impact analysis
RPL Rehabilitation psychiatric long-term care (hospital)
RTI Research Triangle Institute, International
RY Rate year (begins July 1 and ends June 30)
SIC Standard industrial code
SNF Skilled nursing facility
SSO Short-stay outlier
TEFRA Tax Equity and Fiscal Responsibility Act of 1982 (Pub. L. 97-
248)
UHDDS Uniform hospital discharge data set

I. Background

A. Legislative and Regulatory Authority

    Section 123 of the Medicare, Medicaid, and SCHIP [State Children's 
Health Insurance Program] Balanced Budget Refinement Act of 1999 (BBRA) 
(Pub. L. 106-113) as amended by section 307(b) of the Medicare, 
Medicaid, and SCHIP Benefits Improvement and Protection Act of 2000 
(BIPA) (Pub. L. 106-554) provides for payment for both the operating 
and capital-related costs of hospital inpatient stays in long-term care 
hospitals (LTCHs) under Medicare Part A based on prospectively set 
rates. The Medicare prospective payment system (PPS) for LTCHs applies 
to hospitals described in section 1886(d)(1)(B)(iv) of the Social 
Security Act (the Act), effective for cost reporting periods beginning 
on or after October 1, 2002.
    Section 1886(d)(1)(B)(iv)(I) of the Act defines a LTCH as ``a 
hospital which has an average inpatient length of stay (as determined 
by the Secretary) of greater than 25 days.'' Section 
1886(d)(1)(B)(iv)(II) of the Act also provides an alternative 
definition of LTCHs: Specifically, a hospital that first received 
payment under section 1886(d) of the Act in 1986 and has an average 
inpatient length of stay (LOS) (as determined by the Secretary of 
Health and Human Services (the Secretary)) of greater than 20 days and 
has 80 percent or more of its annual Medicare inpatient discharges with 
a principal diagnosis that reflects a finding of neoplastic disease in 
the 12-month cost reporting period ending in FY 1997.
    Section 123 of the BBRA requires the PPS for LTCHs to be a per 
discharge system with a diagnosis-related group (DRG) based patient 
classification system that reflects the differences in patient 
resources and costs in LTCHs while maintaining budget neutrality.
    Section 307(b)(1) of the BIPA, among other things, mandates that 
the Secretary shall examine, and may provide for, adjustments to 
payments under the LTCH PPS, including adjustments to DRG weights, area 
wage adjustments, geographic reclassification, outliers, updates, and a 
disproportionate share adjustment.
    In a Federal Register document issued on August 30, 2002, we 
implemented the LTCH PPS authorized under BBRA and BIPA (67 FR 55954). 
This system uses information from LTCH patient records to classify 
patients into distinct long-term care diagnosis-related groups (LTC-
DRGs) based on clinical characteristics and expected resource needs. 
Payments are calculated for each LTC-DRG and provisions are made for 
appropriate payment adjustments. Payment rates under the LTCH PPS are 
updated annually and published in the Federal Register.
    The LTCH PPS replaced the reasonable cost-based payment system 
under the Tax Equity and Fiscal Responsibility Act of 1982 (TEFRA) 
(Pub. L. 97-248) for payments for inpatient services provided by a LTCH 
with a cost reporting period beginning on or after October 1, 2002. 
(The regulations implementing the TEFRA reasonable cost-based payment 
provisions are located at 42 CFR part 413.) With the implementation of 
the PPS for acute care hospitals authorized by the Social Security 
Amendments of 1983 (Pub. L. 98-21), which added section 1886(d) to the 
Act, certain hospitals, including LTCHs, were excluded from the PPS for 
acute care hospitals and were paid their reasonable costs for inpatient 
services subject to a per discharge limitation or target amount under 
the TEFRA system. Generally, for each cost reporting period, a 
hospital-specific ceiling on payments was determined by multiplying the 
hospital's updated target amount by the number of total current year 
Medicare discharges. The August 30, 2002 final rule further details the 
payment policy under the TEFRA system (67 FR 55954).
    In the August 30, 2002 final rule, we also presented an in-depth 
discussion of the LTCH PPS, including the patient classification 
system, relative weights, payment rates, additional payments, and the 
budget neutrality requirements mandated by section 123 of the BBRA. The 
same final rule that established regulations for the LTCH PPS under 
part 412, subpart O, also contained LTCH provisions related to covered 
inpatient services, limitation on charges to beneficiaries, medical 
review requirements, furnishing of inpatient hospital services directly 
or under arrangement, and reporting and recordkeeping requirements. We 
refer readers to the August 30, 2002 final rule for a comprehensive 
discussion of the research and data that supported the establishment of 
the LTCH PPS (67 FR 55954).
    On June 6, 2003, we published a final rule in the Federal Register 
(68 FR 34122) that set forth the FY 2004 annual update of the payment 
rates for the Medicare PPS for inpatient hospital services furnished by 
LTCHs. It also changed the annual period for which the payment rates 
are effective. The annual updated rates are now effective from July 1 
through June 30 instead of from October 1 through September 30.

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We refer to the July through June time period as a ``long-term care 
hospital rate year'' (LTCH PPS rate year). In addition, we changed the 
publication schedule for the annual update to allow for an effective 
date of July 1. The payment amounts and factors used to determine the 
annual update of the LTCH PPS Federal rate is based on a LTCH PPS rate 
year. While the LTCH payment rate update is effective July 1, the 
annual update of the LTC-DRG classifications and relative weights are 
linked to the annual adjustments of the acute care hospital inpatient 
DRGs and are effective each October 1.
    On May 6, 2005, we published the Prospective Payment System for 
Long-Term Care Hospitals: Annual Payment Rate Updates, Policy Changes, 
and Clarifications final rule (70 FR 24168) (hereinafter referred to as 
the RY 2006 LTCH PPS final rule). In this rule, we set forth the 2006 
LTCH PPS rate year annual update of the payment rates for the Medicare 
PPS for inpatient hospital services provided by LTCHs. We also 
discussed clarification of the notification policy for co-located LTCHs 
and satellite facilities. The RY 2006 LTCH PPS final rule also included 
a provision to extend the surgical DRG exception in the 3-day or less 
interruption of stay policy at Sec.  412.531, as well as a provision 
that clarified and modified existing notification requirements for the 
purpose of implementing Sec.  412.532.

B. Criteria for Classification as a LTCH

1. Classification as a LTCH
    Under the existing regulations at Sec.  412.23(e)(1) and (e)(2)(i), 
which implement section 1886(d)(1)(B)(iv)(I) of the Act, to qualify to 
be paid under the LTCH PPS, a hospital must have a provider agreement 
with Medicare and must have an average Medicare inpatient LOS of 
greater than 25 days. Alternatively, Sec.  412.23(e)(2)(ii) states that 
for cost reporting periods beginning on or after August 5, 1997, a 
hospital that was first excluded from the PPS in 1986 and can 
demonstrate that at least 80 percent of its annual Medicare inpatient 
discharges in the 12-month cost reporting period ending in FY 1997 have 
a principal diagnosis that reflects a finding of neoplastic disease, 
must have an average inpatient LOS for all patients, including both 
Medicare and non-Medicare inpatients, of greater than 20 days.
    Section 412.23(e)(3) provides that, subject to the provisions of 
paragraphs (e)(3)(ii) through (e)(3)(iv) of this section, the average 
Medicare inpatient LOS, specified under Sec.  412.23(e)(2)(i) is 
calculated by dividing the total number of covered and noncovered days 
of stay of Medicare inpatients (less leave or pass days) by the number 
of total Medicare discharges for the hospital's most recent complete 
cost reporting period. Section 412.23 also provides that subject to the 
provisions of paragraphs (e)(3)(ii) through (e)(3)(iv) of this section, 
the average inpatient LOS specified under Sec.  412.23(e)(2)(ii) is 
calculated by dividing the total number of days for all patients, 
including both Medicare and non-Medicare inpatients (less leave or pass 
days) by the number of total discharges for the hospital's most recent 
complete cost reporting period.
    In the RY 2005 LTCH PPS final rule (69 FR 25674), we specified the 
procedure for calculating a hospital's inpatient average length of stay 
(ALOS) for purposes of classification as a LTCH. That is, if a 
patient's stay includes days of care furnished during two or more 
separate consecutive cost reporting periods, the total days of a 
patient's stay would be reported in the cost reporting period during 
which the patient is discharged (69 FR 25705). Therefore, we revised 
the regulations at Sec.  412.23(e)(3)(ii) to specify that, effective 
for cost reporting periods beginning on or after July 1, 2004, in 
calculating a hospital's ALOS, if the days of an inpatient stay involve 
days of care furnished during two or more separate consecutive cost 
reporting periods, the total number of days of the stay are considered 
to have occurred in the cost reporting period during which the 
inpatient was discharged.
    Fiscal intermediaries (FIs) verify that LTCHs meet the ALOS 
requirements. We note that the inpatient days of a patient who is 
admitted to a LTCH without any remaining Medicare days of coverage, 
regardless of the fact that the patient is a Medicare beneficiary, will 
not be included in the above calculation. Because Medicare would not be 
paying for any of the patient's treatment, data on the patient's stay 
would not be included in the Medicare claims processing systems. As 
described in Sec.  409.61, in order for both covered and noncovered 
days of a LTCH hospitalization to be included, a patient admitted to 
the LTCH must have at least one remaining benefit day (68 FR 34123).
    The FI's determination of whether or not a hospital qualified as a 
LTCH is based on the hospital's discharge data from the hospital's most 
recent complete cost reporting period (Sec.  412.23(e)(3)) and is 
effective at the start of the hospital's next cost reporting period 
(Sec.  412.22(d)). However, if the hospital does not meet the ALOS 
requirement as specified in Sec.  412.23(e)(2)(i) and (ii), the 
hospital may provide the intermediary with data indicating a change in 
the ALOS by the same method for the period of at least 5 months of the 
immediately preceding 6-month period (69 FR 25676). Our interpretation 
of the current regulations at Sec.  412.23(e)(3) was to allow hospitals 
to submit data using a period of at least 5 months of the most recent 
data from the immediately preceding 6-month period.
    As we stated in the FY 2004 Inpatient Prospective Payment System 
(IPPS) final rule, published August 1, 2003, prior to the 
implementation of the LTCH PPS, we did rely on data from the most 
recently submitted cost report for purposes of calculating the ALOS (68 
FR 45464). The calculation to determine whether an acute care hospital 
qualifies for LTCH status was based on total days and discharges for 
LTCH inpatients. However, with the implementation of the LTCH PPS, for 
the ALOS specified under Sec.  412.23(e)(2)(i), we revised Sec.  
412.23(e)(3)(i) to only count total days and discharges for Medicare 
inpatients (67 FR 55970 through 55974). In addition, the ALOS specified 
under Sec.  412.23(e)(2)(ii) is calculated by dividing the total number 
of days for all patients, including both Medicare and non-Medicare 
inpatients (less leave or pass days) by the number of total discharges 
for the hospital's most recent complete cost reporting period. As we 
discussed in the FY 2004 IPPS final rule, we are unable to capture the 
necessary data from our present cost reporting forms (68 FR 45464). 
Therefore, we have notified FIs and LTCHs that until the cost reporting 
forms are revised, for purposes of calculating the ALOS, we will be 
relying upon census data extracted from Medicare Provider Analysis and 
Review (MedPAR) files that reflect each LTCH's cost reporting period 
(68 FR 45464). Requirements for hospitals seeking classification as 
LTCHs that have undergone a change in ownership, as described in Sec.  
489.18, are set forth in Sec.  412.23(e)(3)(iv).
2. Hospitals Excluded from the LTCH PPS
    The following hospitals are paid under special payment provisions, 
as described in Sec.  412.22(c) and, therefore, are not subject to the 
LTCH PPS rules:
     Veterans Administration hospitals.
     Hospitals that are reimbursed under State cost control 
systems approved under 42 CFR part 403.
     Hospitals that are reimbursed in accordance with 
demonstration projects

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authorized under section 402(a) of the Social Security Amendments of 
1967 (Pub. L. 90-248) (42 U.S.C. 1395b-1) or section 222(a) of the 
Social Security Amendments of 1972 (Pub. L. 92-603) (42 U.S.C. 1395b-1 
(note)) (Statewide all-payer systems, subject to the rate-of-increase 
test at section 1814(b) of the Act).
     Nonparticipating hospitals furnishing emergency services 
to Medicare beneficiaries.

C. Transition Period for Implementation of the LTCH PPS

    In the August 30, 2002 final rule, we provided for a 5-year 
transition period from reasonable cost-based reimbursement to a full 
Federal prospective payment based on 100 percent of the Federal rate 
for LTCHs (67 FR 56038). However, existing LTCHs and LTCHs that are not 
defined as new in Sec.  412.533(d) have the option to elect to be paid 
based on 100 percent of the Federal prospective payment. During the 5-
year period, two payment percentages are to be used to determine a 
LTCH's total payment under the PPS. The blend percentages are as shown 
in Table 1.

                                 Table 1
------------------------------------------------------------------------
                                                            Reasonable
                                            Prospective     cost-based
 Cost reporting periods beginning on or       payment      reimbursement
                  after                    federal rate        rate
                                            percentage      percentage
------------------------------------------------------------------------
October 1, 2002.........................              20              80
October 1, 2003.........................              40              60
October 1, 2004.........................              60              40
October 1, 2005.........................              80              20
October 1, 2006.........................             100               0
------------------------------------------------------------------------

D. Limitation on Charges to Beneficiaries

    In the August 30, 2002 final rule, we presented an in-depth 
discussion of beneficiary liability under the LTCH PPS (67 FR 55974 
through 55975). In the RY 2005 LTCH PPS final rule (69 FR 25676), we 
clarified that the discussion of beneficiary liability in the August 
30, 2002 final rule was not meant to establish rates or payments for, 
or define Medicare-eligible expenses. Under Sec.  412.507, as 
consistent with other established hospital prospective payment systems, 
a LTCH may not bill a Medicare beneficiary for more than the deductible 
and coinsurance amounts as specified under Sec.  409.82, Sec.  409.83, 
and Sec.  409.87 and for items and services as specified under Sec.  
489.30(a) if the Medicare payment to the LTCH is the full LTC-DRG 
payment amount. However, under the LTCH PPS, Medicare will only pay for 
days for which the beneficiary has coverage until the short-stay 
outlier (SSO) threshold is exceeded. (See section V.A.1.a. of this 
preamble.) Therefore, if the Medicare payment was for a SSO case (Sec.  
412.529) that was less than the full LTC-DRG payment amount because the 
beneficiary had insufficient remaining Medicare days, the LTCH could 
also charge the beneficiary for services delivered on those uncovered 
days (Sec.  412.507).

E. Administrative Simplification Compliance Act (ASCA) and Health 
Insurance Portability and Accountability Act (HIPAA) Compliance

    Claims submitted to Medicare must comply with both the 
Administrative Simplification Compliance Act (ASCA) (Pub. L. 107-105), 
and Health Insurance Portability and Accountability Act (HIPAA) (Pub. 
L. 104-191). Section 3 of the ASCA requires that the Medicare Program 
deny payment under Part A or Part B for any expenses for items or 
services ``for which a claim is submitted other than in an electronic 
form specified by the Secretary.'' Section 1862(h) of the Act (as added 
by section 3(a) of the ASCA) provides that the Secretary shall waive 
such denial in two types of cases and may also waive such denial ``in 
such unusual cases as the Secretary finds appropriate.'' (Also, see 68 
FR 48805, August 15, 2003, implementing section 3 of the ASCA.) Section 
3 of the ASCA operates in the context of the Administrative 
Simplification provisions of HIPAA, which include, among other 
provisions, the transactions and code sets standards requirements 
codified as 45 CFR parts 160 and 162, subparts A and I through R 
(generally known as the Transactions Rule). The Transactions Rule 
requires covered entities, including covered providers, to conduct 
covered electronic transactions according to the applicable 
transactions and code sets standards.

II. Publication of Proposed Rulemaking

    On January 27, 2006, we published the RY 2007 LTCH PPS proposed 
rule in the Federal Register (71 FR 4648 through 4779) that set forth 
the proposed annual update to the payments for the Medicare prospective 
payment system (PPS) for inpatient hospital services provided by long-
term care hospitals (LTCHs) for the 2007 LTCH PPS rate year. (The 
annual update of the LTC-DRG classifications and relative weights for 
FY 2007 remains linked to the annual adjustments of the acute care 
hospital inpatient DRG system, which will be published by August 1, 
2006 and will be effective October 1, 2006.
    In the RY 2007 LTCH PPS proposed rule (71 FR 4648 through 4779), we 
discussed the proposed annual update to the payment rates for the 
Medicare LTCH PPS, as well as other proposed policy changes. The 
following is a summary of the major areas that we addressed in the 
proposed rule.
    In the proposed rule, we discussed the LTCH PPS patient 
classification and the relative weights which remain linked to the 
annual adjustments of the acute care hospital inpatient DRG system, and 
are based on the annual revisions to the International Classification 
of Diseases, Ninth Revision, Clinical Modification (ICD-9-CM) codes 
effective each October 1. (See section IV. of this preamble.)
    In addition, we proposed to adopt the ``Rehabilitation, 
Psychiatric, Long-Term Care (RPL)'' market basket under the LTCH PPS in 
place of the excluded hospital with capital market basket. (See section 
V.B. of this preamble.)
    We also proposed a zero percent update to the LTCH PPS Federal rate 
for the 2007 LTCH PPS rate year instead of the most recent estimate of 
the LTCH

[[Page 27802]]

PPS market basket. (See section V.C. of this preamble.)
    In that same proposed rule, we discussed the proposed prospective 
payment rate for RY 2007, and the applicable adjustments to the 
proposed payment rates, including the proposed revisions to the wage 
index, the proposed cost-of-living adjustment factors, the proposed 
outlier threshold, and the proposed transition period budget neutrality 
factor for the 2007 LTCH PPS rate year. We also proposed revisions to 
the cost-to-charge ratio and reconciliation provisions as they apply to 
LTCH outlier payment policies. (See section V.C. and V.D. of this 
preamble.)
    In addition, we discussed our proposal to revise the LTCH PPS 
labor-related share based on RPL market basket and our proposal to 
revise the labor-related and non-labor related shares of the Federal 
rate based on the RPL market basket. We also proposed to postpone the 
deadline for making the one-time prospective adjustment for the Federal 
rate at Sec.  412.523(d)(3). (See section V.D. of this preamble.)
    Also, we proposed to revise the existing payment adjustment for SSO 
cases by reducing the part of the current payment formula that is based 
on costs and adding a fourth component to the current payment formula. 
We also proposed to sunset the surgical DRG exception to the payment 
policy established under the 3-day or less interruption of stay 
regulations at Sec.  412.531(a)(1). (See section VI.A. of this 
preamble.)
    For LTCH hospitals within hospitals (HwHs) and LTCH satellites, we 
proposed to clarify at Sec.  412.534(c) that under the policy for 
adjusting the LTCH PPS payment based on the amount that would be 
determined under the IPPS payment methodology, we will calculate the 
LTCH PPS payment amount that is equivalent to what would otherwise be 
paid under the IPPS. We also proposed to codify in regulations the 
general formula we currently use to give affect to the regulations as 
they pertain to calculating an amount under subpart O that is 
equivalent to an amount that would be determined under Sec.  412.1(a). 
(See section VI.B. of this preamble.)
    In the same proposed rule, we discussed our on-going monitoring 
protocols under the LTCH PPS. (See section XI. of this preamble.)
    In addition, we discussed the recommendations made by the Research 
Triangle Institute, International's (RTI) evaluation of the feasibility 
of adopting recommendations made in the June 2004 MedPAC Report. (See 
section XII. of this preamble.)
    We also analyzed the impact of the proposed changes presented in 
the proposed rule on Medicare expenditures, Medicare-participating 
LTCHs, and Medicare beneficiaries. (See section XIV. of this preamble.)
    In Appendix A of the proposed rule, we presented a description of a 
preliminary model of an update framework under the LTCH PPS that we may 
propose to use in the future for purposes of the annual updating of the 
LTCH PPS Federal rate in future years.
    We received a total of 860 timely comments on the proposed rule. 
The major issues addressed by the commenters included: The proposed 
update framework; the proposed RPL framework; the proposed update to 
the Federal rate for RY 2007; the proposed high cost outlier (HCO) 
threshold for RY 2007; the proposed revision to the cost-to-charge 
ratios and reconciliation provisions as they apply to LTCH outlier 
payment policies; the proposed sunsetting of the surgical-DRG exception 
to the 3-day or less interruption of stay policy; the proposed SSO 
policy; the proposed postponement of the one-time prospective 
adjustment to the standard Federal rate; the proposed clarification of 
the present policy for adjusting the LTCH PPS payment for LTCH HwHs and 
LTCH satellites; and discussion of the recommendations made by RTI.
    Summaries of the public comments received and our responses to 
those comments are described below under the appropriate heading.

III. Summary of the Major Contents of This Final Rule

    In this final rule, we are setting forth the annual update to the 
payment rates for the Medicare LTCH PPS, as well as finalizing other 
policy changes. The following is a summary of the major areas that we 
are addressing in this final rule.

A. Update Changes

    In section IV of this preamble, we discuss the LTCH PPS patient 
classification and the relative weights which remain linked to the 
annual adjustments of the acute care hospital inpatient DRG system, 
which are based on the annual revisions to the International 
Classification of Diseases, Ninth Revision, Clinical Modification (ICD-
9-CM) codes effective each October 1.
    In section V. through XII. of this preamble, we specify the factors 
and adjustments used to determine the LTCH PPS rates that are 
applicable to the 2007 LTCH PPS rate year, including revisions to the 
wage index, the applicable adjustments to payments, cost-of-living 
adjustment factors, the outlier threshold, the budget neutrality 
factor, MedPAC recommendations and monitoring.
    In section V.B. of this preamble, we are adopting the 
``Rehabilitation, Psychiatric, Long-Term Care (RPL)'' market basket 
under the LTCH PPS in place of the excluded hospital with capital 
market basket. We are also revising the labor-related share (and non-
labor related share) of the Federal rate based on the RPL market 
basket. (See section V.D.1.c. of this preamble).
    As discussed in section V.C. of this preamble, we are implementing 
a zero percent update to the LTCH PPS Federal rate for the 2007 LTCH 
PPS rate year based on an adjustment to the most recent estimate of the 
LTCH PPS market basket to account for apparent case-mix increase.
    While we proposed to revise the cost-to-charge ratio and 
reconciliation provisions as they apply to LTCH outlier payment 
policies, we are not making these changes in this final rule; rather, 
in response to comments, we are again proposing these policies in the 
FY 2007 IPPS proposed rule, and we are including additional data 
requested by commenters.

B. Policy Changes

    In section V.D.6. of this preamble, we are postponing the deadline 
for making the one-time prospective adjustment for the Federal rate at 
Sec.  412.523(d)(3).
    In section VI.A. of this preamble, we are revising the existing 
payment adjustment for SSO cases. Also in section VI.A. of this 
preamble, we are sunsetting the surgical DRG exception to the payment 
policy established under the 3-day or less interruption of stay 
regulations at Sec.  412.531(a)(1).
    In section VI.B. of this preamble, for LTCH hospitals within 
hospitals (HwHs) and LTCH satellites, we are clarifying at Sec.  
412.534(c) the policy for adjusting the LTCH PPS payment based on the 
amount that would be determined under the IPPS methodology. We state 
the methodology used for calculating the LTCH PPS payment amount that 
is equivalent to what would otherwise be paid under the IPPS. We are 
also codifying in regulations the general formula we currently use to 
give affect to the regulations as they pertain to calculating an amount 
under subpart O that is equivalent to an amount that would be 
determined under Sec.  412.1(a).

C. MedPAC Recommendations

    In section XII.A. of this preamble, we discuss the recommendation 
made in

[[Page 27803]]

the March 2006 Report to Congress: Medicare Payment Policy to eliminate 
an update to payment rates for long-term care services for RY 2007.
    In section XII.B. of this preamble, we discuss Research Triangle 
Institute, International's (RTI) evaluation of the feasibility of 
adopting recommendations made in the June 2004 MedPAC report.
    In Appendix A of this final rule, we present a description of a 
preliminary model of an update framework under the LTCH PPS that we may 
propose to use in the future for purposes of the annual updating of the 
LTCH PPS Federal rate in future years.

D. Impact

    In section XV. of this preamble, we analyze the impact of the 
changes presented in this final rule on Medicare expenditures, 
Medicare-participating LTCHs, and Medicare beneficiaries.

IV. Long-Term Care Diagnosis-Related Group (LTC-DRG) Classifications 
and Relative Weights

A. Background

    Section 123 of the BBRA specifically requires that the Secretary 
implement a PPS for LTCHs (that is, a per discharge system with a DRG-
based patient classification system reflecting the differences in 
patient resources and costs in LTCHs while maintaining budget 
neutrality). Section 307(b)(1) of the BIPA modified the requirements of 
section 123 of the BBRA by specifically requiring that the Secretary 
examine ``the feasibility and the impact of basing payment under such a 
system [the LTCH PPS] on the use of existing (or refined) hospital DRGs 
that have been modified to account for different resource use of LTCH 
patients as well as the use of the most recently available hospital 
discharge data.''
    In accordance with section 123 of the BBRA as amended by section 
307(b)(1) of the BIPA and Sec.  412.515, we use information derived 
from LTCH PPS patient records to classify these cases into distinct 
LTC-DRGs based on clinical characteristics and estimated resource 
needs. The LTC-DRGs used as the patient classification component of the 
LTCH PPS correspond to the hospital inpatient DRGs in the IPPS. We 
assign an appropriate weight to the LTC-DRGs to account for the 
difference in resource use by patients exhibiting the case complexity 
and multiple medical problems characteristic of LTCHs.
    In a departure from the IPPS, we use low volume LTC-DRGs (less than 
25 LTCH cases) in determining the LTC-DRG weights, since LTCHs do not 
typically treat the full range of diagnoses as do acute care hospitals. 
In order to manage the large number of low volume DRGs (all DRGs with 
fewer than 25 cases), we group low volume DRGs into 5 quintiles based 
on average charge per discharge. (A listing of the current composition 
of low volume quintiles used in determining the FY 2006 LTC-DRG 
relative weights appears in the FY 2006 IPPS final rule (70 FR 47329 
through 47332). A listing of the composition of proposed low volume 
quintiles used in determining the proposed FY 2007 LTC-DRG relative 
weights appears in the FY 2007 IPPS proposed rule (71 FR 24054 through 
24058). We also account for adjustments to payments for cases in which 
the stay at the LTCH is less than or equal to five-sixths of the 
geometric ALOS and classify these cases as SSO cases. (A detailed 
discussion of the application of the Lewin Group model that was used to 
develop the LTC-DRGs appears in the August 30, 2002 LTCH PPS final rule 
(67 FR 55978).)

B. Patient Classifications into DRGs

    Generally, under the LTCH PPS, a Medicare payment is made at a 
predetermined specific rate for each discharge; that payment varies by 
the LTC-DRG to which a beneficiary's stay is assigned. Cases are 
classified into LTC-DRGs for payment based on the following six data 
elements:
    (1) Principal diagnosis.
    (2) Up to eight additional diagnoses.
    (3) Up to six procedures performed.
    (4) Age.
    (5) Sex.
    (6) Discharge status of the patient.
    As indicated in the August 30, 2002 LTCH PPS final rule, upon the 
discharge of the patient from an LTCH, the LTCH must assign appropriate 
diagnosis and procedure codes from the most current version of the ICD-
9-CM. HIPAA transactions and code sets standards regulations (45 CFR 
parts 160 and 162) require that no later than October 16, 2003, all 
covered entities must comply with the applicable requirements of 
subparts A and I through R of part 162. Among other requirements, those 
provisions direct covered entities to use the ASC X12N 837 Health Care 
Claim: Institutional, Volumes 1 and 2, version 4010, and the applicable 
standard medical data code sets for the institutional health care claim 
or equivalent encounter information transaction. (See 45 CFR 162.1002 
and 45 CFR 162.1102).
    Medicare FIs enter the clinical and demographic information into 
their claims processing systems and subject this information to a 
series of automated screening processes called the Medicare Code Editor 
(MCE). These screens are designed to identify cases that require 
further review before assignment into a DRG can be made. During this 
process, the following types of cases are selected for further 
development:
     Cases that are improperly coded. (For example, diagnoses 
are shown that are inappropriate, given the sex of the patient. Code 
68.6, Radical abdominal hysterectomy, would be an inappropriate code 
for a male.)
     Cases including surgical procedures not covered under 
Medicare. (For example, organ transplant in a non-approved transplant 
center.)
     Cases requiring more information. (For example, ICD-9-CM 
codes are required to be entered at their highest level of specificity. 
There are valid 3-digit, 4-digit, and 5-digit codes. That is, code 262, 
Other severe protein-calorie malnutrition, contains all appropriate 
digits, but if it is reported with either fewer or more than 3 digits, 
the claim will be rejected by the MCE as invalid.)
     Cases with principal diagnoses that do not usually justify 
admission to the hospital. (For example, code 437.9, unspecified 
cerebrovascular disease. While this code is valid according to the ICD-
9-CM coding scheme, a more precise code should be used for the 
principal diagnosis.)
    After screening through the MCE, each claim will be classified into 
the appropriate LTC-DRG by the Medicare LTCH GROUPER software. As 
indicated in the August 30, 2002 LTCH PPS final rule, the Medicare 
GROUPER software, which is used under the LTCH PPS, is specialized 
computer software, and is the same GROUPER software program used under 
the IPPS. The GROUPER software was developed as a means of classifying 
each case into a DRG on the basis of diagnosis and procedure codes and 
other demographic information (age, sex, and discharge status). 
Following the LTC-DRG assignment, the Medicare FI determines the 
prospective payment by using the Medicare PRICER program, which 
accounts for hospital-specific adjustments. Under the LTCH PPS, we 
provide an opportunity for the LTCH to review the LTC-DRG assignments 
made by the FI and to submit additional information within a specified 
timeframe as specified in Sec.  412.513(c).
    The GROUPER software is used both to classify past cases in order 
to measure relative hospital resource consumption to establish the DRG 
weights and to classify current cases for purposes of determining 
payment. The records for all Medicare hospital inpatient discharges are 
maintained in the

[[Page 27804]]

MedPAR file. The data in this file are used to evaluate possible DRG 
classification changes and to recalibrate the DRG weights during our 
annual update under both the IPPS (Sec.  412.60(e)) and the LTCH PPS 
(Sec.  412.517). As discussed in greater detail in sections IV.D. and 
E. of this preamble, with the implementation of section 503(a) of the 
Medicare Prescription Drug, Improvement, and Modernization Act of 2003 
(MMA) (Pub. L. 108-173), there is the possibility that one feature of 
the GROUPER software program may be updated twice during a Federal 
fiscal year (FY) (October 1 and April 1) as required by the statute for 
the IPPS (69 FR 48954 through 48957). Specifically, as we discussed in 
the FY 2006 IPPS final rule, ICD-9-CM diagnosis and procedure codes for 
new medical technology may be created and added to existing DRGs in the 
middle of the Federal FY on April 1 (70 FR 47323). However, this policy 
change will have no effect on the LTC-DRG relative weights, which will 
continue to be updated only once a year (October 1), nor will there be 
any impact on Medicare payments under the LTCH PPS. The use of the ICD-
9-CM code set is also compliant with the current requirements of the 
Transactions and Code Sets Standards regulations at 45 CFR parts 160 
and 162, published in accordance with HIPAA.

C. Organization of DRGs

    The DRGs are organized into 25 major diagnostic categories (MDCs), 
most of which are based on a particular organ system of the body; the 
remainder involve multiple organ systems (such as MDC 22, Burns). 
Accordingly, the principal diagnosis determines MDC assignment. Within 
most MDCs, cases are then divided into surgical DRGs and medical DRGs. 
Surgical DRGs are assigned based on a surgical hierarchy that orders 
operating room (O.R.) procedures or groups of O.R. procedures by 
resource intensity. The GROUPER software program does not recognize all 
ICD-9-CM procedure codes as procedures that affect DRG assignment, that 
is, procedures which are not surgical (for example, EKG), or minor 
surgical procedures (for example, 86.11, Biopsy of skin and 
subcutaneous tissue).
    The medical DRGs are generally differentiated on the basis of 
diagnosis. Both medical and surgical DRGs may be further differentiated 
based on age, sex, discharge status, and presence or absence of 
complications or comorbidities (CC). We note that CCs are defined by 
certain secondary diagnoses not related to, or not inherently a part 
of, the disease process identified by the principal diagnosis. (For 
example, the GROUPER software would not recognize a code from the 
800.0x series, Skull fracture, as a CC when combined with principal 
diagnosis 850.4, Concussion with prolonged loss of consciousness, 
without return to preexisting conscious level.) In addition, we note 
that the presence of additional diagnoses does not automatically 
generate a CC, as not all DRGs recognize a comorbid or complicating 
condition in their definition. (For example, DRG 466, Aftercare without 
History of Malignancy as Secondary Diagnosis, is based solely on the 
principal diagnosis, without consideration of additional diagnoses for 
DRG determination.)
    In its June 2000, Report to Congress, MedPAC recommended that the 
Secretary ``* * * improve the hospital inpatient prospective payment 
system by adopting, as soon as practicable, diagnosis-related group 
refinements that more fully capture differences in severity of illness 
among patients'' (Recommendation 3A, p. 63). In response to that 
recommendation, we determined at that time that it was not practical to 
develop a refinement to inpatient hospital DRGs based on severity due 
to time and resource requirements. However, this does not preclude us 
from development of a severity-adjusted DRG refinement in the future. 
That is, a refinement to the list of CCs could be incorporated into the 
existing DRG structure. It is also possible that a more comprehensive 
severity adjusted structure may be created if a new code set is 
adopted. That is, if ICD-9-CM is replaced by ICD-10-CM (for diagnostic 
coding) and ICD-10-PCS (for procedure coding) or by other code sets, a 
severity concept may be built into the resulting DRG assignments. Of 
course, any change to the code set would be adopted through the process 
established in the HIPAA Administrative Simplification Standards 
provisions.
    In its March 2005 Report to Congress, ``Physician-Owned Specialty 
Hospitals,'' MedPAC recommended that the Secretary improve payment 
accuracy in the hospital IPPS by, among other things, ``refining the 
current DRGs to more fully capture differences in severity of illness 
among patients'' (Recommendation 1, p. 93). In the FY 2006 IPPS final 
rule (70 FR 47474 through 47479), we stated that we expected to make 
changes to the DRGs to better reflect severity of illness and we 
indicated that we plan to conduct a comprehensive review of the CCs 
list for FY 2007. We also indicated that we are considering the 
possibility of proposing to use the All Patient Refined (APR) DRGs 
under the IPPS for FY 2007. We explained that we did not propose to 
adopt the APR-DRGS under the IPPS for FY 2006 because it would 
represent a significant undertaking that could have a substantial 
effect on all hospitals and there was insufficient time to fully 
analyze a change of that magnitude. However, as an interim step to 
better recognize severity in the DRG system for FY 2006, until we could 
complete a more comprehensive analysis of the APR-DRG system and CC 
list as part of a complete analysis of the MedPAC recommendations that 
we planned to perform over the next year, we established cardiovascular 
DRGs 547 through 558 as described in the FY 2006 IPPS final rule (70 FR 
47474 through 47478).
    In the FY 2007 IPPS proposed rule, we present the proposed changes 
to the DRG system for FY 2007 (71 FR 24049). In that rule, we proposed 
to use the IPPS GROUPER Version 24.0 for FY 2007 to process LTCH PPS 
claims for LTCH discharges occurring from October 1, 2006 through 
September 30, 2007 (71 FR 24049). As we also noted in that proposed 
rule, in its March 1, 2005 Report to Congress on Medicare Payment 
Policy (page 64) and Recommendation 1 in the 2005 Report to Congress on 
Physician-Owned Specialty Hospitals, MedPAC recommended that CMS, among 
other things, refine the current DRGs under the IPPS to more fully 
capture differences in severity of illness among patients. In 
evaluating this MedPAC recommendation for the IPPS, we are evaluating 
the APR-DRG Grouper used by MedPAC in its analysis. Based on this 
analysis, we developed a consolidated severity adjusted DRG system that 
we believe could be a better alternative for recognizing severity of 
illness among the Medicare population that we are considering to 
propose for future use under the IPPS. As discussed above in this 
section, the LTCH PPS uses the same patient classification system (that 
is, DRGs). In response to MedPAC recommendations that severity adjusted 
DRGs be adopted under the IPPS, we are examining the possibility of 
adopting a consolidated version of the APR-DRGs. In the event that 
severity adjusted DRGs, such as the consolidated severity adjusted 
DRGs, are adopted under the IPPS, we would need to consider whether to 
revise the patient classification system under the LTCH PPS. Any 
proposed changes to the patient classification system would be done 
through notice and comment rulemaking.

[[Page 27805]]

D. Update of LTC-DRGs

    For FY 2006, the LTC-DRG patient classification system was based on 
LTCH data from the FY 2004 MedPAR file, which contained hospital bills 
data from the March 2005 update. The patient classification system 
consists of 526 DRGs that formed the basis of the FY 2006 LTCH PPS 
GROUPER program. The 526 LTC-DRGs included two ``error DRGs.'' As in 
the IPPS, we included two error DRGs in which cases that cannot be 
assigned to valid DRGs will be grouped. These two error DRGs are DRG 
469 (Principal Diagnosis Invalid as a Discharge Diagnosis) and DRG 470 
(Ungroupable). (See the FY 2006 IPPS final rule (70 FR 47323 through 
47341)). The other 524 LTC-DRGs are the same DRGs used in the IPPS 
GROUPER program for FY 2006 (Version 23.0).
    In the past, the annual update to the CMS DRGs was based on the 
annual revisions to the ICD-9-CM codes and was effective each October 
1. The ICD-9-CM coding update process was revised as discussed in 
greater detail in the FY 2005 IPPS final rule (69 FR 48954 through 
48957). Specifically, section 503(a) of the MMA includes a requirement 
for updating ICD-9-CM codes twice a year instead of the current process 
of annual updates on October 1 of each year. This requirement is 
included as part of the amendments to the Act relating to recognition 
of new medical technology under the IPPS. (For additional information 
on this provision, including its implementation and its impact on the 
LTCH PPS, refer to the FY 2005 IPPS final rule (69 FR 48952 through 
48957) and the RY 2006 LTCH PPS final rule (70 FR 24172 through 
24177).)
    As discussed in the RY 2006 LTCH PPS final rule, with the 
implementation of section 503(a) of the MMA, there is the possibility 
that one feature of the GROUPER software program may be updated twice 
during a Federal FY (October 1 and April 1) as required by the statute 
for the IPPS (70 FR 24173 through 24175). Specifically, ICD-9-CM 
diagnosis and procedure codes for new medical technology may be created 
and added to existing DRGs in the middle of the Federal FY on April 1. 
No new LTC-DRGs will be created or deleted. Consistent with our current 
practice, any changes to the DRGs or relative weights will be made at 
the beginning of the next Federal FY (October 1). Therefore, there will 
not be any impact on Medicare payments under the LTCH PPS. The use of 
the ICD-9-CM code set is also compliant with the current requirements 
of the Transactions and Code Sets Standards regulations at 45 CFR parts 
160 and 162, issued under HIPAA.
    As we explained in the FY 2006 IPPS final rule, historically in the 
health care industry annual changes to the ICD-9-CM codes were 
effective for discharges occurring on or after October 1 each year (70 
FR 47323). Thus, the manual and electronic versions of the GROUPER 
software, which are based on the ICD-9-CM codes, were also revised 
annually and effective for discharges occurring on or after October 1 
each year. The patient classification system used under the LTCH PPS 
(LTC-DRGs) is based on the DRG patient classification system used under 
the IPPS, which historically had been updated annually and effective 
for discharges occurring on or after October 1 through September 30 
each year. As we also mentioned, the ICD-9-CM coding update process was 
revised as a result of the implementation of section 503(a) of the MMA, 
which includes a requirement for updating ICD-9-CM codes as often as 
twice a year instead of the current process of annual updates on 
October 1 of each year. As discussed in the FY 2005 IPPS final rule, 
this requirement is included as part of the amendments to the Act 
relating to recognition of new medical technology under the IPPS (69 FR 
48954 through 48957). Section 503(a) of the MMA amended section 
1886(d)(5)(K) of the Act by adding a new paragraph (vii) which states 
that ``the Secretary shall provide for the addition of new diagnosis 
and procedure codes on April 1 [sic] of each year, but the addition of 
such codes shall not require the Secretary to adjust the payment (or 
diagnosis-related group classification) * * * until the fiscal year 
that begins after such date.'' This requirement will improve the 
recognition of new technologies under the IPPS by accounting for those 
ICD-9-CM codes in the MedPAR claims data at an earlier date.
    Despite the fact that aspects of the GROUPER software may be 
updated to recognize any new technology ICD-9-CM codes, there will be 
no impact on either LTC-DRG assignments or payments under the LTCH PPS 
at that time. That is, changes to the LTC-DRGs (such as the creation or 
deletion of LTC-DRGs) and the relative weights will continue to be 
updated in the manner and timing (October 1) as they are now.
    Updates to the GROUPER software for both the IPPS and the LTCH PPS 
(for relative weights and the creation or deletion of DRGs) are made in 
the annual IPPS proposed and final rules and are effective each October 
1. We also explained that since we do not publish a midyear IPPS rule, 
April 1 code updates will not be published in a midyear IPPS rule. 
Rather, we will assign any new diagnosis or procedure codes to the same 
DRG in which its predecessor code was assigned, so that there will be 
no impact on the DRG assignments until the following October 1. Any 
coding updates will be available through the websites provided in 
section IV.E. of this preamble and through the Coding Clinic for ICD-9-
CM. Publishers and software vendors currently obtain code changes 
through these sources in order to update their code books and software 
system. If new codes are implemented on April 1, revised code books and 
software systems, including the GROUPER software program, will be 
necessary because we must use current ICD-9-CM codes. Therefore, for 
purposes of the LTCH PPS, because each ICD-9-CM code must be included 
in the GROUPER algorithm to classify each case into an LTC-DRG, the 
GROUPER software program used under the LTCH PPS would need to be 
revised to accommodate any new codes.
    In implementing section 503(a) of the MMA, there will only be an 
April 1 update if new technology codes are requested and approved. We 
note that any new codes created for April 1 implementation will be 
limited to those diagnosis and procedure code revisions primarily 
needed to describe new technologies and medical services. However, we 
reiterate that the process of discussing updates to the ICD-9-CM has 
been an open process through the ICD-9-CM Coordination and Maintenance 
Committee since 1995. Requestors will be given the opportunity to 
present the merits for a new code and make a clear and convincing case 
for the need to update ICD-9-CM codes through an April 1 update.
    Discharges between October 1, 2005, and September 30, 2006, 
(Federal FY 2006) are using Version 23.0 of the GROUPER software for 
both the IPPS and the LTCH PPS. Consistent with our current practice, 
any changes to the DRGs or relative weights will be made at the 
beginning of the Federal FY (October 1). We will notify LTCHs of any 
revised LTC-DRG relative weights based on the final DRGs and the 
applicable version of the GROUPER software program that will be 
effective October 1, 2006, in the annual IPPS proposed and final rules. 
At the September 2005 ICD-9-CM Coordination and Maintenance Committee 
meeting, there were no requests for an April 1, 2006 implementation of 
ICD-9-CM codes, and therefore, the next update to the

[[Page 27806]]

ICD-9-CM coding system will not occur until October 1, 2006 (FY 2007). 
Presently, as there were no coding changes suggested for an April 1, 
2006 update, the ICD-9-CM coding set implemented on October 1, 2005, 
will continue through September 30, 2006 (FY 2006). The next update to 
the LTC-DRGs and relative weights for FY 2007 will be presented in the 
FY 2007 IPPS proposed and final rules. Furthermore, we would notify 
LTCHs of any revisions to the GROUPER software used under the IPPS and 
LTCH PPS that would be implemented April 1, 2007. As noted previously 
in this section, in the FY 2007 IPPS proposed rule (71 FR 24050), we 
proposed to use Version 24.0 of the CMS GROUPER, which would be used 
under the IPPS for FY 2007, to classify cases for LTCH PPS discharges 
that would occur on or after October 1, 2006 and on or before September 
30, 2007.

E. ICD-9-CM Coding System

1. Uniform Hospital Discharge Data Set (UHDDS) Definitions
    Because the assignment of a case to a particular LTC-DRG will help 
determine the amount that will be paid for the case, it is important 
that the coding is accurate. Classifications and terminology used in 
the LTCH PPS are consistent with the ICD-9-CM and the UHDDS, as 
recommended to the Secretary by the National Committee on Vital and 
Health Statistics (``Uniform Hospital Discharge Data: Minimum Data Set, 
National Center for Health Statistics, April 1980'') and as revised in 
1984 by the Health Information Policy Council (HIPC) of the Department 
of Health and Human Services (HHS).
    We note that the ICD-9-CM coding terminology and the definitions of 
principal and other diagnoses of the UHDDS are consistent with the 
requirements of the HIPAA Administrative Simplification Act of 1996 (45 
CFR part 162). Furthermore, the UHDDS was used as a standard for the 
development of policies and programs related to hospital discharge 
statistics by both governmental and nongovernmental sectors for over 30 
years. In addition, the following definitions (as described in the 1984 
Revision of the UHDDS, approved by the Secretary for use starting 
January 1986) are requirements of the ICD-9-CM coding system, and have 
been used as a standard for the development of the CMS DRGs:
     Diagnoses are defined to include all diagnoses that affect 
the current hospital stay.
     Principal diagnosis is defined as the condition 
established after study to be chiefly responsible for occasioning the 
admission of the patient to the hospital for care.
     Other diagnoses (also called secondary diagnoses or 
additional diagnoses) are defined as all conditions that coexist at the 
time of admission, that develop subsequently, or that affect the 
treatment received or the LOS or both. Diagnoses that relate to an 
earlier episode of care that have no bearing on the current hospital 
stay are excluded.
     All procedures performed will be reported. This includes 
those that are surgical in nature, carry a procedural risk, carry an 
anesthetic risk, or require specialized training.
    We provide LTCHs with a 60-day window after the date of the notice 
of the initial LTC-DRG assignment to request review of that assignment. 
Additional information may be provided by the LTCH to the FI as part of 
that review.
2. Maintenance of the ICD-9-CM Coding System
    The ICD-9-CM Coordination and Maintenance (C&M) Committee is a 
Federal interdepartmental committee, co-chaired by the National Center 
for Health Statistics (NCHS) and CMS, that is charged with maintaining 
and updating the ICD-9-CM system. The C&M Committee is jointly 
responsible for approving coding changes, and developing errata, 
addenda, and other modifications to the ICD-9-CM to reflect newly 
developed procedures and technologies and newly identified diseases. 
The C&M Committee is also responsible for promoting the use of Federal 
and non-Federal educational programs and other communication techniques 
with a view toward standardizing coding applications and upgrading the 
quality of the classification system.
    The NCHS has lead responsibility for the ICD-9-CM diagnosis codes 
included in the Tabular List and Alphabetic Index for Diseases, while 
we have the lead responsibility for the ICD-9-CM procedure codes 
included in the Tabular List and Alphabetic Index for Procedures. The 
C&M Committee encourages participation by health-related organizations 
in this process and holds public meetings for discussion of educational 
issues and proposed coding changes twice a year at the CMS Central 
Office located in Baltimore, Maryland. The agenda and dates of the 
meetings can be accessed on our Web site at: http://www.cms.hhs.gov/ICD9ProviderDiagnosticCodes
.

    As discussed previously in this section of the preamble, section 
503(a) of the MMA includes a requirement for updating ICD-9-CM codes 
twice a year instead of the current process of annual updates on 
October 1 of each year. This requirement will improve the recognition 
of new technologies under the IPPS by accounting for them in the 
GROUPER software at an earlier date. Because this new statutory 
requirement could have a significant impact on health care providers, 
coding staff, publishers, system maintainers, and software systems, 
among others, we solicited comments on our proposed provisions to 
implement this requirement as part of the FY 2005 IPPS proposed rule 
(69 FR 28220 through 28221). We responded to comments and published our 
new policy regarding the updating of ICD-9-CM codes in the FY 2005 IPPS 
final rule (69 FR 48954 through 48957).
    While this new requirement states that the Secretary shall not 
adjust the payment of the DRG classification for any codes created for 
use on April 1, DRG software and other systems will have to be updated 
in order to recognize and accept the new codes. If any coding changes 
were implemented on April 1, the Medicare GROUPER software program used 
under both the IPPS and the LTCH PPS would need to be revised to 
reflect the new ICD-9-CM codes because the LTC-DRGs are the same DRGs 
used under the IPPS. Furthermore, although the GROUPER software used 
under both the IPPS and the LTCH PPS would need to be revised to 
accommodate the new codes effective April 1, there would be no 
additions or deletions of DRGs nor would the relative weights used 
under the IPPS and the LTCH PPS, respectively, be changed until the 
annual update on October 1 (to the extent that those changes are 
warranted), just as they are historically updated. As the LTCH PPS is 
based on the IPPS, we adopted the same approach used under the IPPS for 
potential April 1 ICD-9-CM coding changes. That is, we will assign any 
new diagnosis codes or procedure codes to the same DRG in which its 
predecessor code was assigned, so there will be no DRG impact in terms 
of potential DRG assignment until the following October 1. We will 
maintain the current method of publicizing any new code changes, as 
noted below. Current addendum and code title information is published 
on the CMS web page at: http://www.cms.hhs.gov/ICD9ProviderDiagnosticCodes/04_addendum.asp.
 Summary tables showing 

new, revised, and deleted code titles are also posted on the following 
CMS web page: http://www.cms.hhs.gov/


[[Page 27807]]

ICD9ProviderDiagnosticCodes/07--summarytables.asp. Information on ICD-
9-CM diagnosis codes can be found at http://www.cms.hhs.gov/ICD9ProviderDiagnosticCodes/.
 Information on new, revised, and deleted 

ICD-9-CM codes is also available in the American Hospital Association 
(AHA) publication, the Coding Clinic for ICD-9-CM. AHA also distributes 
information to publishers and software vendors. We also send copies of 
all ICD-9-CM coding changes to our contractors for use in updating 
their systems and providing education to providers.
    If the April 1 changes are made to ICD-9-CM diagnosis or procedure 
codes, LTCHs will be required to obtain the new codes, coding books, or 
encoder updates, and make other system changes in order to capture and 
report the new codes. When we implemented section 503(a) of the MMA in 
the FY 2005 IPPS final rule, we indicated that we were aware of the 
additional burden this will have on health care providers.
    It should be noted that any new codes created for April 1 
implementation will be limited to those diagnosis and procedure code 
revisions primarily needed to describe new technologies and medical 
services. However, we reiterate that the process for discussing updates 
to the ICD-9-CM has been an open process through the ICD-9-CM C&M 
Committee since 1995. Any requestor who makes a clear and convincing 
case for the need to update ICD-9-CM codes for purposes of the IPPS new 
technology add-on payment process through an April 1 update will be 
given the opportunity to present the merits of their proposed new code.
    At the September 2005 C&M Committee meeting, no new codes were 
proposed for update on April 1, 2006. While no DRG additions or 
deletions or changes to relative weights will occur prior to the usual 
October 1 update, in the event any new codes were created to describe 
new technologies and medical services through an April 1, 2006 update, 
under our policy established in the RY 2006 final rule (70 FR 24176), 
LTCH systems would have been expected to recognize and report those new 
codes through the channels as described in this section.
    The ICD-9-CM coding changes that have been adopted by the C&M 
Committee would become effective either at the beginning of each 
Federal FY (October 1) or, in the case of codes created to capture new 
technology, April 1 of each year. Coders will be expected to use the 
most current ICD-9-CM codes, as updated. Because we do not publish a 
mid-year IPPS rule, the currently accepted avenues of information 
dissemination will be used to inform all ICD-9-CM code users of any 
changes to the coding system. These avenues were described in section 
IV.D. of this preamble and were discussed at length in the FY 2005 IPPS 
final rule (69 FR 48956). Coders in LTCHs using the updated ICD-9-CM 
coding system will be on the same schedule as the rest of the health 
care industry. In the past, the updated ICD-9-CM was not available for 
use until October 1 of each year.
    Therefore, because the LTCH PPS and the IPPS use the same GROUPER 
software, the LTCH PPS will be directly affected by the statutory 
mandates directed at the IPPS as amended by section 503(a) of the MMA. 
(We note that there is no statutory requirement in the LTCH PPS to make 
additional payments for new technology.) The practical effect of this 
provision is that the GROUPER software must accept new ICD-9-CM codes 
reflecting the incorporation of new technologies into inpatient 
treatment at an acute care hospital prior to the scheduled annual 
update of the GROUPER software. Despite the fact that there are no 
provisions for additional payments for new technology under the LTCH 
PPS as there are under the IPPS, statutory compliance requires an 
alteration of the GROUPER software used under the IPPS, and since the 
LTCH PPS uses the same GROUPER software that is used under the IPPS, 
this consequently means that the GROUPER software used under the LTCH 
PPS would change. While DRG assignments would not change from October 1 
through September 30, it is possible that there could be additional new 
ICD-9-CM diagnosis and procedure codes during that time, which would be 
assigned to predecessor DRGs. For both the IPPS and LTCH coders, it is 
possible that there will be ICD-9-CM codes in effect from October 1 
through March 31, with additional ICD-9-CM codes in effect from April 1 
through September 30. Presently, as there were no coding changes 
suggested for an April 1, 2006 update, the ICD-9-CM coding set 
implemented on October 1, 2005 will continue through September 30, 2006 
(FY 2006).
    Of particular note to LTCHs are the invalid diagnosis codes (Table 
6C) and the invalid procedure codes (Table 6D) located in the annual 
proposed and final rules for the IPPS. Claims with invalid codes are 
not processed by the Medicare claims processing system.
3. Coding Rules and Use of ICD-9-CM Codes in LTCHs
    We emphasize the need for proper coding by LTCHs. Inappropriate 
coding of cases can adversely affect the uniformity of cases in each 
LTC-DRG and produce inappropriate weighting factors at recalibration. 
We continue to urge LTCHs to focus on improved coding practices. 
Because of concerns raised by LTCHs concerning correct coding, we have 
asked the AHA to provide additional clarification or instruction on 
proper coding in the LTCH setting. The AHA will provide this 
instruction via their established process of addressing questions 
through their publication, the Coding Clinic for ICD-9-CM. Written 
questions or requests for clarification may be addressed to the Central 
Office on ICD-9-CM, American Hospital Association, One North Franklin, 
Chicago, IL 60606. A form for question(s) is available for download and 
can be mailed on AHA's Web site at: http://www.ahacentraloffice.org. In 

addition, current coding guidelines are available at the NCHS Web site: 
http://www.cdc.gov/nchs/datawh/ftpserv/ftpicd9/ftpicd9.htm#conv.

    In conjunction with the cooperating parties (AHA, the American 
Health Information Management Association (AHIMA), and NCHS), we 
reviewed actual medical records and are concerned about the quality of 
the documentation under the LTCH PPS, as was the case at the beginning 
of the IPPS. We fully believe that, with experience, the quality of the 
documentation and coding will improve, as it did for the IPPS. The 
cooperating parties have plans to assist their members with improvement 
in documentation and coding issues for the LTCHs through specific 
questions and coding guidelines. The importance of good documentation 
is emphasized in the revised ICD-9-CM Official Guidelines for Coding 
and Reporting: ``A joint effort between the attending physician and 
coder is essential to achieve complete and accurate documentation, code 
assignment, and reporting of diagnoses and procedures. The importance 
of consistent, complete documentation in the medical record cannot be 
overemphasized. Without this documentation, the application of all 
coding guidelines is a difficult, if not impossible, task'' (Coding 
Clinic for ICD-9-CM, Fourth Quarter 2002, page 115).
    To improve medical record documentation, LTCHs should be aware that 
if the patient is being admitted for continuation of treatment of an 
acute or

[[Page 27808]]

chronic condition, guidelines at Section I.B.10 of the Coding Clinic 
for ICD-9-CM, Fourth Quarter 2002 (page 129) are applicable for the 
selection of principal diagnosis. To clarify coding advice issued in 
the August 30, 2002 final rule (67 FR 55979), at Guideline I.B.12, Late 
Effects, we state that a late effect is considered to be the residual 
effect (condition produced) after the acute phase of an illness or 
injury has terminated (Coding Clinic for ICD-9-CM, Fourth Quarter 2002, 
page 129). Regarding whether a LTCH should report the ICD-9-CM code(s) 
for an unresolved acute condition instead of the code(s) for late 
effects of rehabilitation, we emphasize that each case must be 
evaluated on its unique circumstances and coded appropriately. 
Depending on the documentation in the medical record, either a code 
reflecting the acute condition or rehabilitation could be appropriate 
in a LTCH.
    Since implementation of the LTCH PPS, our Medicare FIs have 
conducted training and provided assistance to LTCHs in correct coding. 
We have also issued manuals containing procedures as well as coding 
instructions to LTCHs and FIs. We will continue to conduct training and 
provide guidance on an as-needed basis. We also refer readers to the 
detailed discussion on correct coding practices in the August 30, 2002 
LTCH PPS final rule (67 FR 55981 through 55983). Additional coding 
instructions and examples will be published in the Coding Clinic for 
ICD-9-CM.

F. Method for Updating the LTC-DRG Relative Weights

    As discussed in the August 30, 2002 LTCH PPS final rule that 
implemented the LTCH PPS, under the LTCH PPS, each LTCH will receive a 
payment that represents an appropriate amount for the efficient 
delivery of care to Medicare patients (67 FR 55984). The system must be 
able to account adequately for each LTCH's case-mix in order to ensure 
both a fair distribution of Medicare payments and access to adequate 
care for those Medicare patients whose care is more costly. Therefore, 
in Sec.  412.523(c), we adjust the standard Federal PPS rate by the 
LTC-DRG relative weights in determining payment to LTCHs for each case.
    Under this payment system, relative weights for each LTC-DRG are a 
primary element used to account for the variations in cost per 
discharge and resource utilization among the payment groups as 
described in Sec.  412.515. To ensure that Medicare patients who are 
classified to each LTC-DRG have access to an appropriate level of 
services and to encourage efficiency, we calculate a relative weight 
for each LTC-DRG that represents the resources needed by an average 
inpatient LTCH case in that LTC-DRG. For example, cases in a LTC-DRG 
with a relative weight of 2 will, on average, cost twice as much as 
cases in a LTC-DRG with a weight of 1.
    As we discussed in the FY 2006 IPPS final rule, the LTC-DRG 
relative weights effective under the LTCH PPS for Federal FY 2006 were 
calculated using the March 2005 update of FY 2004 MedPAR data and 
Version 23.0 of the GROUPER software (70 FR 47325). We use total days 
and total charges in the calculation of the LTC-DRG relative weights.
    By nature, LTCHs often specialize in certain areas, such as 
ventilator-dependent patients and rehabilitation and wound care. Some 
case types (DRGs) may be treated, to a large extent, in hospitals that 
have, from a perspective of charges, relatively high (or low) charges. 
Distribution of cases with relatively high (or low) charges in specific 
LTC-DRGs has the potential to inappropriately distort the measure of 
average charges. To account for the fact that cases may not be randomly 
distributed across LTCHs, we use a hospital-specific relative value 
method to calculate relative weights. We believe this method removes 
this hospital-specific source of bias in measuring average charges. 
Specifically, we reduce the impact of the variation in charges across 
providers on any particular LTC-DRG relative weight by converting each 
LTCH's charge for a case to a relative value based on that LTCH's 
average charge. (See the FY 2006 IPPS final rule for further 
information on the hospital-specific relative value methodology (70 FR 
47328 through 47329).)
    To account for LTC-DRGs with low volume (that is, with fewer than 
25 LTCH cases), we grouped those low volume LTC-DRGs into 1 of 5 
categories (quintiles) based on average charges, for the purposes of 
determining relative weights. For FY 2006, based on the FY 2004 MedPAR 
data, we identified 171 LTC-DRGs that contained between 1 and 24 cases. 
This list of low volume LTC-DRGs was then divided into 1 of the 5 low 
volume quintiles, each containing a minimum of 34 LTC-DRGs (171/5 = 34 
with 1 LTC-DRG as a remainder). Each of the low volume LTC-DRGs grouped 
to a specific quintile received the same relative weight and ALOS using 
the formula applied to the regular LTC-DRGs (25 or more cases). (See 
the FY 2006 IPPS final rule for further explanation of the development 
and composition of each of the 5 low volume quintiles for FY 2006 (70 
FR 47329 through 47332).)
    After grouping the cases in the appropriate LTC-DRG, we calculated 
the relative weights by first removing statistical outliers and cases 
with a LOS of 7 days or less. Next, we adjusted the number of cases 
remaining in each LTC-DRG for the effect of short-stay outlier cases 
under Sec.  412.529. The short-stay adjusted discharges and 
corresponding charges were used to calculate ``relative adjusted 
weights'' in each LTC-DRG using the hospital-specific relative value 
method. We also adjusted the LTC-DRG relative weights to account for 
nonmonotonically increasing relative weights. That is, we made an 
adjustment if cases classified to the LTC-DRG ``with complications or 
comorbidities (CCs)'' of a ``with CC''/''without CC'' pair had a lower 
average charge than the corresponding LTC-DRG ``without CCs'' by 
assigning the same weight to both LTC-DRGs in the ``with CC''/''without 
CC'' pair. (See the FY 2006 IPPS final rule for further details on the 
steps for calculating the LTC-DRG relative weights (70 FR 47336 through 
47341).)
    In addition, of the 526 LTC-DRGs in the LTCH PPS for FY 2006, based 
on LTCH cases in the FY 2004 MedPAR files, we identified 196 LTC-DRGs 
for which there were no LTCH cases in the database. That is, no 
patients who would have been classified to those DRGs were treated in 
LTCHs during FY 2004 and, therefore, no charge data were reported for 
those DRGs. Thus, in the process of determining the relative weights of 
LTC-DRGs, we were unable to determine weights for these 196 LTC-DRGs 
using the method described in this section of the preamble. However, 
since patients with a number of the diagnoses under these LTC-DRGs may 
be treated at LTCHs beginning in FY 2006, we assigned relative weights 
to each of the 196 ``no volume'' LTC-DRGs based on clinical similarity 
and relative costliness to one of the remaining 330 (526-196 = 330) 
LTC-DRGs for which we were able to determine relative weights, based on 
the FY 2004 claims data. (A list of the current no-volume LTC-DRGs and 
further explanation of their FY 2006 relative weight assignment can be 
found in the FY 2006 IPPS final rule (70 FR 47337 through 47341).)
    Furthermore, for FY 2006, we established LTC-DRG relative weights 
of 0.0000 for heart, kidney, liver, lung, and simultaneous pancreas/
kidney transplants (LTC-DRGs 103, 302, 480, 495, 512 and 513, 
respectively) because Medicare will only cover these procedures if they 
are performed at a

[[Page 27809]]

hospital that has been certified for the specific procedures by 
Medicare and presently no LTCH has been so certified. If in the future, 
however, a LTCH applies for certification as a Medicare-approved 
transplant center, we believe that the application and approval 
procedure would allow sufficient time for us to propose appropriate 
weights for the LTC-DRGs affected. At the present time, we included 
these 6 transplant LTC-DRGs in the GROUPER software program for 
administrative purposes. As the LTCH PPS uses the same GROUPER software 
program for LTCHs as is used under the IPPS, removing these DRGs would 
be administratively burdensome.
    As we noted previously, there were no new ICD-9-CM code requests 
for an April 1, 2006 update. Therefore, Version 23.0 of the DRG GROUPER 
software established in the FY 2006 IPPS final rule (70 FR 47284 
through 47322) will continue to be effective until October 1, 2006. 
Moreover, the LTC-DRGs and relative weights for FY 2006 established in 
that same IPPS final rule (70 FR 47681 through 47689) will continue to 
be effective until October 1, 2006, (just as they would have been even 
if there had been any new ICD-9-CM code requests for an April 1, 2006 
update). Accordingly, Table 3 in the Addendum to this final rule lists 
the LTC-DRGs and their respective relative weights, geometric ALOS, and 
five-sixths of the geometric ALOS that we will continue to use for the 
period of July 1, 2006 through September 30, 2006. (This table is the 
same as table 11 of the Addendum to the FY 2006 IPPS final rule (70 FR 
47681 through 47689). The next update to the ICD-9-CM coding system was 
presented in the FY 2007 IPPS proposed rule (since there will be no 
April 1, 2006 updates to the ICD-9-CM coding system). In addition, the 
proposed DRGs and GROUPER for FY 2007 that would be used for the IPPS 
and the LTCH PPS, effective October 1, 2006, were presented in the IPPS 
FY 2007 proposed rule in the Federal Register (71 FR 24049 through 
24068). As discussed in that proposed rule, we proposed to calculate 
the proposed LTC-DRG relative weights for FY 2007 using total Medicare 
allowable charges from FY 2005 Medicare LTCH bill data from the 
December 2005 update of the MedPAR file, which were the best available 
data at that time, and we used the proposed Version 24.0 of the CMS 
GROUPER, which would be the same GROUPER that we proposed to use under 
the IPPS in FY 2007 to classify cases. Furthermore, to calculate the 
final LTC-DRG relative weights for FY 2007, we proposed that if more 
recent data are available (for example, data from the March 2006 update 
of the MedPAR file), we would use that data and use the finalized 
Version 24.0 of the CMS GROUPER. Table 11 of the Addendum to the FY 
2007 IPPS proposed rule lists the proposed LTC-DRGs and their 
respective proposed relative weights, proposed geometric ALOS, and 
proposed five-sixths of the geometric ALOS that would be effective for 
LTCH PPS discharges occurring on or after October 1, 2006 through 
September 30, 2007 (71 FR 24394 through 24403).

V. Changes to the LTCH PPS Payment Rates for the 2007 LTCH PPS Rate 
Year

A. Overview of the Development of the Payment Rates

    The LTCH PPS was effective for a LTCH's first cost reporting period 
beginning on or after October 1, 2002. Effective with that cost 
reporting period, LTCHs are paid, during a 5-year transition period, on 
the basis of an increasing proportion of the LTCH PPS Federal rate and 
a decreasing proportion of a hospital's payment under the reasonable 
cost-based payment system, unless the hospital makes a one-time 
election to receive payment based on 100 percent of the Federal rate 
(see Sec.  412.533). New LTCHs (as defined at Sec.  412.23(e)(4)) are 
paid based on 100 percent of the Federal rate, with no phase-in 
transition payments.
    The basic methodology for determining LTCH PPS Federal prospective 
payment rates is set forth in the regulations at Sec.  412.515 through 
Sec.  412.532. Below we discuss the factors that will be used to update 
the LTCH PPS standard Federal rate for the 2007 LTCH PPS rate year that 
will be effective for LTCH discharges occurring on or after July 1, 
2006 through June 30, 2007. When we implemented the LTCH PPS in the 
August 30, 2002 final rule (67 FR 56029 through 56031), we computed the 
LTCH PPS standard Federal payment rate for FY 2003 by updating the best 
available (FY 1998 or FY 1999) Medicare inpatient operating and capital 
costs per case data, using the excluded hospital market basket.
    Section 123(a)(1) of the BBRA requires that the PPS developed for 
LTCHs be budget neutral for the initial year of implementation. 
Therefore, in calculating the standard Federal rate under Sec.  
412.523(d)(2), we set total estimated LTCH PPS payments equal to 
estimated payments that would have been made under the reasonable cost-
based payment methodology had the PPS for LTCHs not been implemented. 
Section 307(a) of the BIPA specified that the increases to the 
hospital-specific target amounts and the cap on the target amounts for 
LTCHs for FY 2002 provided for by section 307(a)(1) of the BIPA shall 
not be considered in the development and implementation of the LTCH 
PPS.
    Furthermore, as specified at Sec.  412.523(d)(1), the standard 
Federal rate is reduced by an adjustment factor to account for the 
estimated proportion of outlier payments under the LTCH PPS to total 
estimated LTCH PPS payments (8 percent). For further details on the 
development of the FY 2003 standard Federal rate, see the August 30, 
2002 LTCH PPS final rule (67 FR 56027 through 56037), and for 
subsequent updates to the LTCH PPS Federal rate, refer to the following 
final rules: RY 2004 LTCH PPS final rule (68 FR 34134 through 34140), 
RY 2005 LTCH PPS final rule (69 FR 25682 through 25684), and RY 2006 
LTCH PPS final rule (70 FR 24179 through 24180).

B. LTCH PPS Market Basket

    Historically, the Medicare program used a market basket to account 
for price increases of the services furnished by providers. The market 
basket used for the LTCH PPS includes both operating and capital-
related costs of LTCHs because the LTCH PPS uses a single payment rate 
for both operating and capital-related costs. The development of the 
LTCH PPS standard Federal rate is discussed in further detail in the 
August 30, 2002 LTCH PPS final rule (67 FR 56027 through 56033).
    In the August 30, 2002 final rule (67 FR 56016 through 56017 and 
56030), which implemented the LTCH PPS, we established the use of the 
excluded hospital with capital market basket as the LTCH PPS market 
basket. The excluded hospital market basket was used to update the 
limits on LTCHs' operating costs for inflation under the former 
reasonable cost-based (TEFRA) payment system. We explained in that same 
final rule that we believe that the use of the excluded hospital market 
basket to update LTCHs' costs for inflation was appropriate because the 
excluded hospital market basket (with a capital component) measures 
price increases of the services furnished by excluded hospitals, 
including LTCHs. Since the costs of LTCHs are included in the excluded 
hospital market basket, this market basket index, in part, also 
reflects the costs of LTCHs. However, in order to capture the total 
costs (operating and capital-related) of LTCHs, we added a capital 
component to the excluded hospital market basket for use under the LTCH 
PPS. We refer to this index as the ``Excluded Hospital

[[Page 27810]]

with Capital'' market basket. Currently, the excluded hospital with 
capital market basket used to update LTCH PPS payments is based on 1997 
Medicare cost report data and includes Medicare participating 
psychiatric, rehabilitation, long term care, cancer, and childrens 
hospitals (68 FR 34137). (For further details on the development of the 
FY 1997-based excluded hospital with capital market basket used under 
the LTCH PPS, see the RY 2004 LTCH PPS final rule (68 FR 34134 through 
34137)).
    In the RY 2006 LTCH PPS final rule (70 FR 24179), we noted that 
based on our research, we did not develop a market basket specific to 
LTCH services. Presently, we are still unable to create a separate 
market basket specifically for LTCHs due to the small number of 
facilities and the limited data that are provided (for instance, 
approximately 15 percent of LTCHs reported contract labor cost data for 
2002). We noted in that same final rule that we would discuss the use 
of the ``Rehabilitation, Psychiatric and Long-Term Care (RPL) market 
basket'' under the LTCH PPS, which is currently used under the 
inpatient rehabilitation facility (IRF) PPS. The RPL market basket is 
based on the operating and capital costs of IRFs, inpatient psychiatric 
facilities (IPFs) and LTCHs. Since all IRFs are now paid under the IRF 
PPS Federal payment rate, nearly all LTCHs are paid 100 percent of the 
Federal rate under the LTCH PPS, and most IPFs are transitioning to 
payment based on 100 percent of the Federal per diem payment amount 
under the IPF PPS (payments will be based on 100 percent of the Federal 
rate for cost reporting periods beginning on or after January 1, 2008), 
under the broad authority conferred upon the Secretary by section 123 
of the BBRA as amended by section 307(b) of the BIPA to develop the 
LTCH PPS, in the RY 2007 LTCH PPS proposed rule (71 FR 4659), we 
proposed to adopt the RPL market basket as the appropriate market 
basket of goods and services under the LTCH PPS for discharges 
occurring on or after July 1, 2006. In that proposed rule, we proposed 
that we would adopt the RPL market basket based on FY 2002 cost report 
data beginning in the 2007 LTCH PPS rate year, under the LTCH PPS. We 
chose to use the FY 2002 Medicare cost reports because these are the 
most recent, relatively complete cost data for IRFs, IPFs, and LTCHs 
serving Medicare beneficiaries.
    As also discussed in that proposed rule, the RPL market basket 
reflects the operating and capital cost structures for IRFs, IPFs, and 
LTCHs. We proposed to exclude children's hospitals, cancer hospitals, 
and religious nonmedical healthcare institutions (RNHCIs) from the RPL 
market basket because their payments are based entirely on reasonable 
costs subject to rate-of-increase limits established under the 
authority of section 1886(b) of the Act, and implemented in Sec.  
413.40. Children's hospitals, cancer hospitals, and RNHCIs are not 
reimbursed under a PPS. Also, based on FY 2002 data, the cost 
structures for these hospitals are noticeably different than the cost 
structures of the IRFs, IPFs, and LTCHs. The services offered in IRFs, 
IPFs, and LTCHs are typically more labor-intensive than those offered 
in cancer hospitals, children's hospitals, and RNHCIs. Therefore, the 
compensation cost weights for IRFs, IPFs, and LTCHs are larger than 
those in cancer hospitals, children's hospitals, and RNHCIs. In 
addition, the depreciation cost weights for IRFs, IPFs, and LTCHs are 
noticeably smaller than those for children's hospitals, cancer 
hospitals, and RNCHIs. Therefore, including the fact that IRFs, IPFs, 
and LTCHs are subject to a PPS while children's hospitals, cancer 
hospitals and RNCHIs continue to receive payment based on reasonable 
costs, we believe a market basket based on the data of IRFs, IPFs, and 
LTCHs is appropriate to use under the LTCH PPS since it is the best 
available data that would reflect the cost structures of LTCHs.
    Comment: We received several comments supporting our proposal to 
adopt the RPL market basket based on FY 2002 cost report data under the 
LTCH PPS, beginning in the 2007 LTCH PPS rate year. Along with their 
endorsement of this proposal, a few commenters stated that the proposed 
capital weight methodology may be skewed. As previously stated in this 
rule, we stated in the proposed rule that the depreciation cost weights 
for IRFs, IPFs, and LTCHs are smaller than those for children's and 
cancer hospitals. The commenter noted that since most LTCHs are ``units 
within hospitals'' (that is, hospitals-within-hospitals), the proposed 
methodology may be more heavily aligned with a ``unit'' perspective as 
proposed to a ``freestanding hospital'' perspective. The commenters 
claim that freestanding LTCHs will have higher depreciation costs, 
which are probably closer to those associated with children's and 
cancer hospitals.
    Response: The RPL market basket is based on data from freestanding 
IRFs, IPFs, and LTCHs. As a general rule, we do not include hospital-
based facilities in our market baskets because expense data for a 
hospital-based facility are influenced by the allocation of overhead 
over the entire institution. Due to this method of allocation, total 
expenses will be correct, but the expenses of the individual components 
may be skewed. The cost structures of freestanding LTCHs should reflect 
purchasing patterns of the average LTCH.
    Our analysis of depreciation cost weights is based on freestanding 
facilities. This depreciation cost weight (depreciation costs as a 
percent of total capital costs) for freestanding LTCHs is approximately 
57 percent compared to 85 percent for children's and cancer hospitals. 
Therefore, we do not believe that the proposed capital weight 
methodology is skewed (that is, more heavily aligned with a hospital-
based perspective since they are not included in our market basket). 
Rather, we believe the RPL market basket accurately reflects the 
capital cost structure of freestanding LTCHs serving Medicare 
beneficiaries.
    In the following discussion, we provide a background on market 
baskets and describe the methodologies we used to develop the operating 
and capital portions of the FY 2002-based RPL market basket that we are 
adopting for use under the LTCH PPS beginning in RY 2007 under broad 
authority conferred upon the Secretary by section 123 of the BBRA as 
amended by section 307(b) of the BIPA.
1. Overview of the RPL Market Basket
    The RPL market basket is a fixed weight, Laspeyres-type price index 
that is constructed in three steps. First, a base period is selected 
(in this case, FY 2002) and total base period expenditures are 
estimated for a set of mutually exclusive and exhaustive spending 
categories based upon type of expenditure. Then the proportion of total 
costs that each category represents is determined. These proportions 
are called cost or expenditure weights. Second, each expenditure 
category is matched to an appropriate price or wage variable, referred 
to as a price proxy. In nearly every instance, these price proxies are 
price levels derived from publicly available statistical series that 
are published on a consistent schedule, preferably at least on a 
quarterly basis. Finally, the expenditure weight for each cost category 
is multiplied by the level of its respective price proxy for a given 
period. The sum of these products (that is, the expenditure weights 
multiplied by their price levels) for all cost categories yields the 
composite index level of the market basket in a given period. Repeating 
this step for other periods produces a series of market basket levels 
over time. Dividing an

[[Page 27811]]

index level for a given period by an index level for an earlier period 
produces a rate of growth in the input price index over that time 
period.
    A market basket is described as a fixed-weight index because it 
answers the question of how much it would cost, at another time, to 
purchase the same mix of goods and services purchased to provide 
hospital services in a base period. The effects on total expenditures 
resulting from changes in the quantity or mix of goods and services 
(intensity) purchased subsequent to the base period are not measured. 
In this manner, the market basket measures only pure price change. Only 
when the index is rebased would the quantity and intensity effects be 
captured in the cost weights. Therefore, we rebase the market basket 
periodically so that cost weights reflect changes in the mix of goods 
and services that hospitals purchase (hospital inputs) to furnish 
patient care between base periods.
    The terms rebasing and revising, while often used interchangeably, 
actually denote different activities. Rebasing means moving the base 
year for the structure of costs of an input price index (for example, 
shifting the base year cost structure from FY 1997 to FY 2002). 
Revising means changing data sources, methodology, or price proxies 
used in the input price index. In this final rule, we are rebasing and 
revising the market basket used to update the LTCH PPS. Specifically, 
as noted above in this section and as we proposed in the RY 2007 LTCH 
PPS proposed rule (71 FR 4659 through 4666), beginning in the 2007 LTCH 
PPS rate year, we are using the FY 2002-based RPL market basket, which 
is described in greater detail below in this section.
2. Methodology for the Operating Portion of the RPL Market Basket
    The operating portion of the FY 2002-based RPL market basket 
consists of several major cost categories derived from the FY 2002 
Medicare cost reports for IRFs, IPFs, and LTCHs: Wages, drugs, 
professional liability insurance (PLI), and a residual ``all other'' 
category. We choose to use the FY 2002 Medicare cost reports because 
these are the most recent, relatively complete cost data for IRFs, 
IPFs, and LTCHs serving Medicare beneficiaries. Generally, if detailed 
cost data are not available for these Medicare cost reports, we prefer 
to use the IPPS hospital Medicare cost reports to supplement IPF, IRF, 
and LTCH data because this is a comprehensive source of cost data for 
hospitals serving Medicare beneficiaries. When the IPPS Medicare cost 
report data are not available, we choose the best publicly available 
data source, such as the Bureau of Economic Analysis Input-Output (I-O) 
Tables.
    We use the IRF, IPF, and LTCH Medicare cost reports to derive these 
major cost categories for the RPL market basket which include wages, 
drugs, PLI, and a residual ``all other'' category. As stated above in 
this section, we are using FY 2002 as the base year because we believe 
this is the most recent, relatively complete year of Medicare cost 
report data. Due to insufficient Medicare cost report data for IRFs, 
IPFs, and LTCHs, we will develop cost weights for benefits, contract 
labor, and blood and blood products using the FY 2002-based IPPS market 
basket (70 FR 23384), which we explain in more detail later in this 
section. For example, less than 30 percent of IRFs, IPFs, and LTCHs 
reported benefit cost data in FY 2002. We noticed an increase in the 
cost data for these expense categories over the last 4 years. (We note 
that in the future, there may be sufficient IRF, IPF, and LTCH cost 
report data to develop the weights for these expenditure categories.)
    Since the cost weights for the RPL market basket are based on 
facility costs, we are limiting our sample to hospitals with a Medicare 
average length of stay (ALOS) within a comparable range of the total 
facility ALOS. We believe this provides a more accurate reflection of 
the structure of costs for Medicare treatments. Our goal is to measure 
cost shares that are reflective of case-mix and practice patterns 
associated with providing services to Medicare beneficiaries.
    We are using those cost reports for IRFs and LTCHs whose Medicare 
ALOS is within 15 percent (that is, 15 percent higher or lower) of the 
total facility ALOS for the hospital. This is the same edit applied to 
the FY 1992-based and FY 1997-based excluded hospital with capital 
market basket. Consistent with the development of the RPL market basket 
adopted under the IRF PPS in the FY 2006 IRF PPS final rule (70 FR 
47909), we will use 15 percent because it includes those LTCHs and IRFs 
whose Medicare ALOS is within approximately 5 days of the facility 
ALOS. We believe this edit provides us with a representative sample of 
LTCHs and IRFs serving Medicare beneficiaries.
    We are using a less stringent measure of Medicare ALOS for IPFs 
whose ALOS is within 30 or 50 percent (depending on the total facility 
ALOS) of the total facility ALOS. This less stringent edit allows us to 
increase our sample size by over 150 reports and produce a cost weight 
more consistent with the overall facility. When developing the FY 1997-
based excluded hospital with capital market basket, the edit we applied 
to IPFs was based on the best available data at the time.
    The detailed cost categories under the residual (that is, the 
remaining portion of the market basket after excluding wages and 
salaries, drugs, and professional liability cost weights) are derived 
from the FY 2002-based IPPS market basket and the 1997 Benchmark I-O 
Tables published by the Bureau of Economic Analysis, U.S. Department of 
Commerce. The FY 2002-based IPPS market basket was developed using FY 
2002 Medicare hospital cost reports with the most recent and detailed 
cost data (70 FR 47388). The 1997 Benchmark I-O is the most recent, 
comprehensive source of cost data for all hospitals. The RPL cost 
weights for benefits, contract labor, and blood and blood products were 
derived using the FY 2002-based IPPS market basket. For example, the 
ratio of the benefit cost weight to the wages and salaries cost weight 
in the FY 2002-based IPPS market basket was applied to the RPL wages 
and salaries cost weight to derive a benefit cost weight for the RPL 
market basket. The remaining RPL operating cost categories were derived 
using the 1997 Benchmark I-O Tables, aged to 2002 using relative price 
changes. (The methodology we used to age the data involves applying the 
annual price changes from the price proxies to the appropriate cost 
categories. We repeat this practice for each year.) Therefore, using 
this methodology, roughly 59 percent of the RPL market basket is 
accounted for by wages, drugs, and PLI data from FY 2002 Medicare cost 
report data for IRFs, IPFs, and LTCHs.
    Comment: Several commenters propose that we regularly re-analyze 
the RPL cost report data, which are the basis of the RPL market basket. 
They note that the methodology used for the RPL market basket includes 
data from the IPPS hospital market basket. These commenters encouraged 
us to work with providers to improve the cost reports from IRFs, IPFs, 
and LTCHs to ensure that the data used for the RPL market basket 
represent only the types of excluded hospitals for which the RPL market 
basket was developed. Furthermore, they believe that improving the data 
reported on the cost reports of IRFs, IPFs, and LTCHs would not only 
refine the RPL market basket but also would improve the accuracy of the 
labor-related share to which the wage index is applied.
    Response: As noted above in this section, we rely on the IPPS 
hospital cost report data to supplement the IRF, IPF, and LTCH Medicare 
cost report

[[Page 27812]]

data for benefits, contract labor, and blood and blood products. For 
example, the ratio of the benefit cost weight to the wages and salaries 
cost weight in the FY 2002-based IPPS market basket is applied to the 
RPL wages and salaries cost weight to derive a benefit cost weight for 
the RPL market basket. We did not directly use the IPPS Medicare cost 
report data, rather we used these data to determine the relationships 
between benefits, contract labor, and blood and blood products with 
wages and salaries. The wages and salaries cost weight in the RPL 
market basket is derived using the IRF, IPF and LTCH Medicare cost 
reports and accounts for 50 percent of the RPL market basket. As noted 
above in this section and as discussed in the RY 2007 LTCH PPS proposed 
rule (71 FR 4660), due to data limitations, this was the best 
methodology for developing the latter cost weights.
    We agree with the commenters that improving the data reported on 
the cost reports of IRFs, IPFs, and LTCHs could improve the RPL market 
basket and labor-related share. We have noticed this data improvement 
on other provider-type cost reports. Therefore, we encourage IRFs, 
IPFs, and LTCHs to fully complete their cost reports; this would help 
us in developing the most complete and accurate market basket possible. 
We will continue to analyze RPL cost report data on a regular basis.
    The following is a summary outlining the choice of the proxies we 
used for the operating portion of the market basket. The price proxies 
for the capital portion are described in more detail in section V.B.3. 
of this preamble. With the exception of the Professional Liability 
proxy, all the price proxies for the operating portion of the RPL 
market basket are based on Bureau of Labor Statistics (BLS) data and 
are grouped into one of the following BLS categories:
     Producer Price Indexes (PPIs) measure price changes for 
goods sold in other than retail markets. PPIs are preferable price 
proxies for goods that hospitals purchase as inputs in producing their 
outputs because the PPIs would better reflect the prices faced by 
hospitals. For example, we will use a special PPI for prescription 
drugs, rather than the Consumer Price Index (CPI) for prescription 
drugs because hospitals generally purchase drugs directly from the 
wholesaler. The PPIs that we use measure price change at the final 
stage of production.
     Consumer Price Indexes (CPIs) measure changes in the 
prices of final goods and services bought by the typical consumer. 
Because they may not represent the price faced by a producer, we use 
CPIs only if an appropriate PPI were not available, or if the 
expenditures were more similar to those of retail consumers in general 
rather than purchases at the wholesale level. For example, the CPI for 
food purchases away from home is used as a proxy for contracted food 
services.
     Employment Cost Indexes (ECIs) measure the rate of change 
in employee wage rates and employer costs for employee benefits per 
hour worked. These indexes are fixed-weight indexes and strictly 
measure the change in wage rates and employee benefits per hour. 
Appropriately, they are not affected by shifts in employment mix.
    We evaluated the price proxies using the criteria of reliability, 
timeliness, availability, and relevance. Reliability indicates that the 
index is based on valid statistical methods and has low sampling 
variability. Widely accepted statistical methods ensure that the data 
were collected and aggregated in a way that can be replicated. Low 
sampling variability is desirable because it indicates that the sample 
reflects the typical members of the population. (Sampling variability 
is variation that occurs by chance because a sample was surveyed rather 
than the entire population.)
    Timeliness implies that the proxy is published regularly, 
preferably at least once a quarter. The market baskets are updated 
quarterly, and therefore, it is important that the underlying price 
proxies be up-to-date, reflecting the most recent data available. We 
believe that using proxies that are published regularly (at least 
quarterly, when possible) helps to ensure that we are using the most 
recent data available to update the market basket. We strive to use 
publications that are disseminated frequently because we believe that 
this is an optimal way to stay abreast of the most current data 
available. Availability means that the proxy is publicly available. We 
prefer that our proxies are publicly available because this will help 
ensure that our market basket updates are as transparent to the public 
as possible. In addition, this enables the public to be able to obtain 
the price proxy data on a regular basis.
    Finally, relevance means that the proxy is applicable and 
representative of the cost category weight to which it is applied. The 
CPIs, PPIs, and ECIs selected by us for this final rule meet these 
criteria. Therefore, we believe that they continue to be the best 
measure of price changes for the cost categories to which they would be 
applied.
    We note that the proxies are the same as those used for the FY 
1997-based excluded hospital with capital market basket, which is 
currently used under the LTCH PPS, and are the same proxies as those 
used for the FY 2002-based excluded hospital market basket that is used 
to update the reasonable cost-based portion of LTCHs' blended 
transition payments (70 FR 47399 through 47403). Because these proxies 
meet our criteria of reliability, timeliness, availability, and 
relevance, we believe they continue to be the best measure of price 
changes for the cost categories. For further discussion on the FY 1997-
based excluded hospital with capital market basket, see the RY 2004 
LTCH PPS final rule (68 FR 34134 through 34136). For further discussion 
on the FY 2002-based excluded hospital market basket, see the FY 2006 
IPPS final rule (70 FR 47400 through 47403).
    Table 2 sets forth the complete 2002-based RPL market basket 
including cost categories, weights, and price proxies for the operating 
portion of the market basket. The price proxies for the capital portion 
are described in more detail in the capital methodology section. For 
comparison purposes, the corresponding FY 1997-based excluded hospital 
with capital market basket, which is currently used under the LTCH PPS, 
is also listed.
    Wages and salaries are 52.895 percent of total costs for the FY 
2002-based RPL market basket compared to 47.335 percent for the FY 
1997-based excluded hospital with capital market basket. Employee 
benefits are 12.982 percent for the FY 2002-based RPL market basket 
compared to 10.244 percent for the FY 1997-based excluded hospital with 
capital market basket. As a result, compensation costs (wages and 
salaries plus employee benefits) for the FY 2002-based RPL market 
basket are 65.877 percent of costs compared to 57.579 percent for the 
FY 1997-based excluded hospital with capital market basket. Of the 8 
percentage-point difference between the compensation shares, 
approximately 3 percentage points are due to the new base year (FY 2002 
instead of FY 1997), 3 percentage points are due to revised LOS edit 
(that is, including only IRFs and LTCHs whose Medicare ALOS is within 
15 percent of the total facility ALOS for the hospital and including 
only IPFs whose Medicare ALOS in within 30 or 50 percent of the total 
facility ALOS), and the remaining 2 percentage points are due to the 
exclusion of other types of IPPS-excluded hospitals (that is, only 
including IPFs, IRFs, and LTCHs in the market basket and excluding 
childrens hospitals, cancer hospitals, and RNCHIs).

[[Page 27813]]



   Table 2.--FY 2002-Based RPL Market Basket Cost Categories, Weights, and Proxies With FY 1997-Based Excluded
                             Hospital With Capital Market Basket Used for Comparison
----------------------------------------------------------------------------------------------------------------
                                              FY 1997-based
                                                excluded      FY 2002-based
             Expense categories               hospital with    RPL market      FY 2002 RPL market basket price
                                             capital market      basket                    proxies
                                                 basket
----------------------------------------------------------------------------------------------------------------
Total......................................         100.000         100.000
        Compensation.......................          57.579          65.877
    Wages and Salaries *...................          47.335          52.895  ECI--Wages and Salaries, Civilian
                                                                              Hospital Workers.
    Employee Benefits *....................          10.244          12.982  ECI--Benefits, Civilian Hospital
                                                                              Workers.
Professional Fees, Non-Medical.............           4.423           2.892  ECI--Compensation for Professional,
                                                                              Specialty & Technical Workers.
Utilities..................................           1.180           0.656
    Electricity............................           0.726           0.351  PPI--Commercial Electric Power.
    Fuel Oil, Coal, etc....................           0.248           0.108  PPI--Refined Petroleum Products.
    Water and Sewage.......................           0.206           0.197  CPI-U--Water & Sewage Maintenance.
Professional Liability Insurance...........           0.733           1.161  CMS Professional Liability Premium
                                                                              Index.
All Other Products and Services............          27.117          19.265
    All Other Products.....................          17.914          13.323
    Pharmaceuticals........................           6.318           5.103  PPI Prescription Drugs.
    Food: Direct Purchase..................           1.122           0.873  PPI Processed Foods & Feeds.
    Food: Contract Service.................           1.043           0.620  CPI--U Food Away From Home.
    Chemicals..............................           2.133           1.100  PPI Industrial Chemicals.
    Blood and Blood Products **............           0.748
    Medical Instruments....................           1.795           1.014  PPI Medical Instruments &
                                                                              Equipment.
    Photographic Supplies..................           0.167           0.096  PPI Photographic Supplies.
    Rubber and Plastics....................           1.366           1.052  PPI Rubber & Plastic Products.
    Paper Products.........................           1.110           1.000  PPI Converted Paper & Paperboard
                                                                              Products.
    Apparel................................           0.478           0.207  PPI Apparel.
    Machinery and Equipment................           0.852           0.297  PPI Machinery & Equipment.
    Miscellaneous Products.................           0.783           1.963  PPI Finished Goods less Food &
                                                                              Energy.
All Other Services.........................           9.203           5.942
    Telephone..............................           0.348           0.240  CPI-U Telephone Services.
    Postage................................           0.702           0.682  CPI-U Postage.
    All Other: Labor Intensive.............           4.453           2.219  ECI--Compensation for Private
                                                                              Service Occupations.
    All Other: Non-labor Intensive.........           3.700           2.800  CPI-U All Items.
Capital-Related Costs......................           8.968          10.149
    Depreciation...........................           5.586           6.186
    Fixed Assets...........................           3.503           4.250  Boeckh Institutional Construction
                                                                              23-year useful life.
    Movable Equipment......................           2.083           1.937  WPI Machinery & Equipment 11-year
                                                                              useful life.
    Interest Costs.........................           2.682           2.775
    Nonprofit..............................           2.280           2.081  Average yield on domestic municipal
                                                                              bonds (source: Moody's Aaa bonds
                                                                              vintage).
    For Profit.............................           0.402           0.694  Average yield on Moody's AAA bonds
                                                                              vintage weighted (23 years).
    Other Capital-Related Costs............           0.699           1.187  CPI-U Residential Rent.
----------------------------------------------------------------------------------------------------------------
* Labor-related.
** Blood and blood-related products are included in miscellaneous products.
Note: Due to rounding, weights may not sum to total.

    The following is an explanation of the expense categories from 
Table 2.
a. Wages and Salaries
    For measuring the price growth of wages in the FY 2002-based RPL 
market basket, consistent with our proposal, we will use the ECI for 
wages and salaries for civilian hospital workers as the proxy for wages 
in the RPL market basket. The RPL market basket uses the BLS' 
Employment Cost Indexes (ECIs) as proxies for wages and salaries, and 
benefits for civilian industry workers classified in the Standard 
Industrial Code (SIC) 806, Hospitals. However, beginning April 28, 
2006, with the publication of March 2006 data, the ECIs will be 
converted from the SIC system to the North American Industrial 
Classification System (NAICS). The NAICS-based ECI for hospitals (NAICS 
622) is similar (at least 90 percent identical) to the SIC-based ECI 
for hospitals. Therefore, when they are available, we will use the 
NAICS-based ECIs for hospitals as proxies to reflect the rate-of-price 
change for the wages and salaries and employee benefits cost categories 
in the 2002-based RPL market basket. The RPL market basket and labor-
related share in this final rule will use the most recent data 
available from BLS. We do not expect the RPL market basket and labor-
related share to change significantly when the conversion from the SIC 
system to the NAICS system takes place.
b. Employee Benefits
    The FY 2002-based RPL market basket uses the ECI for employee 
benefits for civilian hospital workers.
c. Nonmedical Professional Fees
    The ECI for compensation for professional and technical workers in 
private industry will be applied to this category since it includes 
occupations such as management and consulting, legal, accounting, and 
engineering services.
d. Fuel, Oil, Coal, and Gasoline
    The percentage change in the price of gas fuels as measured by the 
PPI (Commodity Code 0552) will be applied to this component.

[[Page 27814]]

e. Electricity
    The percentage change in the price of commercial electric power as 
measured by the PPI (Commodity Code 0542) will be applied to 
this component.
f. Water and Sewage
    The percentage change in the price of water and sewage maintenance 
as measured by the CPI for all urban consumers (CPI Code 
CUUR0000SEHG01) will be applied to this component.
g. Professional Liability Insurance (PLI)
    The FY 2002-based RPL market basket will use the percentage change 
in hospital PLI premiums as estimated by the CMS Hospital Professional 
Liability Index for the proxy of this category. In the FY 1997-based 
excluded hospital with capital market basket, the same proxy was used. 
We continue to research options for improving our proxy for PLI. This 
research includes exploring various options for expanding our current 
survey, including the identification of another entity that will be 
willing to work with us to collect more complete and comprehensive 
data. We are also exploring other options such as third party or 
industry data that might assist us in creating a more precise measure 
of PLI premiums. At this time, we have not identified a preferred 
option, therefore there is no change in the proxy in this final rule.
h. Pharmaceuticals
    The percentage change in the price of prescription drugs as 
measured by the PPI (PPI Code PPI32541DRX) will be used as a 
proxy for this cost category. This is a special index produced by BLS 
as a proxy in the 1997-based excluded hospital with capital market 
basket.
i. Food: Direct Purchases
    The percentage change in the price of processed foods and feeds as 
measured by the PPI (Commodity Code 02) will be applied to 
this component.
j. Food: Contract Service
    The percentage change in the price of food purchased away from home 
as measured by the CPI for all urban consumers (CPI Code 
CUUR0000SEFV) will be applied to this component.
k. Chemicals
    The percentage change in the price of industrial chemical products 
as measured by the PPI (Commodity Code 061) will be applied to 
this component. While the chemicals hospitals purchase include 
industrial as well as other types of chemicals, the industrial 
chemicals component constitutes the largest proportion by far. Thus we 
believe that Commodity Code 061 is the appropriate proxy.
l. Medical Instruments
    The percentage change in the price of medical and surgical 
instruments as measured by the PPI (Commodity Code 1562) will 
be applied to this component.
m. Photographic Supplies
    The percentage change in the price of photographic supplies as 
measured by the PPI (Commodity Code 1542) will be applied to 
this component.
n. Rubber and Plastics
    The percentage change in the price of rubber and plastic products 
as measured by the PPI (Commodity Code 07) will be applied to 
this component.
o. Paper Products
    The percentage change in the price of converted paper and 
paperboard products as measured by the PPI (Commodity Code 
0915) will be used.
p. Apparel
    The percentage change in the price of apparel as measured by the 
PPI (Commodity Code 381) will be applied to this component.
q. Machinery and Equipment
    The percentage change in the price of machinery and equipment as 
measured by the PPI (Commodity Code 11) will be applied to 
this component.
r. Miscellaneous Products
    The percentage change in the price of all finished goods less food 
and energy as measured by the PPI (Commodity Code SOP3500) 
will be applied to this component. Using this index will remove the 
double-counting of food and energy prices, which are captured elsewhere 
in the market basket. The weight for this cost category is higher, in 
part, than in the 1997-based index because the weight for blood and 
blood products (1.188) is added to it. In the 1997-based excluded 
hospital with capital market basket, we included a separate cost 
category for blood and blood products, using the BLS PPI for blood and 
derivatives as a price proxy. A review of recent trends in the PPI for 
blood and derivatives suggests that its movements may not be consistent 
with the trends in blood costs faced by hospitals. While this proxy did 
not match exactly with the products hospitals are buying, its trend 
over time appears to be reflective of the historical price changes of 
blood purchased by hospitals. However, an apparent divergence between 
the BLS PPI for blood and derivatives and trends in blood costs faced 
by hospitals over recent years led us to reevaluate whether the PPI for 
blood and derivatives was an appropriate measure of the changing price 
of blood. As discussed in the RY 2007 LTCH PPS proposed rule (71 FR 
4663), we ran test market baskets classifying blood into three separate 
cost categories: Blood and blood products; contained within chemicals 
as was done for the 1992-based excluded hospital with capital market 
basket; and, within miscellaneous products. These categories use as 
proxies the following PPIs: The PPI for blood and blood products, the 
PPI for chemicals, and the PPI for finished goods less food and energy, 
respectively. Of these three proxies, the PPI for finished goods less 
food and energy moved most like the recent blood cost and price trends. 
In addition, the impact on the overall market basket by using different 
proxies for blood was negligible, mostly due to the relatively small 
weight for blood in the market basket.
    Therefore, we are using the PPI for finished goods less food and 
energy for the blood proxy because we believe it more appropriately 
proxies price changes (not quantities or required tests) associated 
with blood purchased by hospitals because it moved most like the recent 
blood cost and price trends. (We note that we will continue to evaluate 
this proxy for its appropriateness and will explore the development of 
alternative price indexes to proxy the price changes associated with 
this cost for presentation in a future proposed rule.)
s. Telephone
    The percentage change in the price of telephone services as 
measured by the CPI for all urban consumers (CPI Code 
CUUR0000SEED) will be applied to this component.
t. Postage
    The percentage change in the price of postage as measured by the 
CPI for all urban consumers (CPI Code CUUR0000SEEC01) will be 
applied to this component.
u. All Other Services, Labor Intensive
    The percentage change in the ECI for compensation paid to service 
workers employed in private industry will be applied to this component.
v. All Other Services, Nonlabor Intensive
    The percentage change in the all items component of the CPI for all 
urban

[[Page 27815]]

consumers (CPI Code CUUR0000SA0) will be applied to this 
component.
3. Methodology for the Capital Portion of the RPL Market Basket
    Unlike for the operating costs of the FY 2002-based RPL market 
basket, we do not have IRF, IPF, and LTCH FY 2002 Medicare cost report 
data for the capital cost weights, due to a change in the FY 2002 
reporting requirements. Rather, as we proposed, in this final rule we 
used these hospitals' expenditure data for the capital cost categories 
of depreciation, interest, and other capital expenses for FY 2001, and 
age the data to a FY 2002 base year using relevant price proxies. As 
explained in the RY 2007 LTCH PPS proposed rule (71 FR 4663), we 
believe this is the best approach since these data are the most similar 
to the capital cost structures of those IRFs, IPFs, and LTCHs serving 
Medicare beneficiaries that require inpatient hospital services.
    As we proposed, in this final rule we calculated weights for the 
RPL market basket capital costs using the same set of Medicare cost 
reports used to develop the operating share for IRFs, IPFS, and LTCHs 
in order to use consistent expense data in developing the weights for 
both operating and capital costs. The resulting capital weight for the 
FY 2002 base year is 10.149 percent. This is based on FY 2001 Medicare 
cost report data for IRFs, IPFs, and LTCHs, aged to FY 2002 using 
relevant price proxies.
    Lease expenses are not a separate cost category in the market 
basket, but are distributed among the cost categories of depreciation, 
interest, and other, reflecting the assumption that the underlying cost 
structure of leases is similar to capital costs in general. As 
explained in the RY 2007 LTCH PPS proposed rule (71 FR 4664), we assume 
10 percent of lease expenses are overhead and assigned them to the 
other capital expenses cost category as overhead. We base this 
assignment of 10 percent of lease expenses to overhead on the common 
assumption that overhead is 10 percent of costs. The remaining lease 
expenses are distributed to the three cost categories based on the 
weights of depreciation, interest, and other capital expenses not 
including lease expenses.
    Depreciation contains two subcategories: Building and fixed 
equipment, and movable equipment. The split between building and fixed 
equipment and movable equipment was determined using the FY 2001 
Medicare cost reports for IRFs, IPFs, and LTCHs. As explained in the RY 
2007 LTCH PPS proposed rule (71 FR 4664), we believe this is the best 
available data source because it reflects the capital cost structures 
of those IRFs, IPFs, and LTCHs serving Medicare beneficiaries. In the 
FY 2003 IPPS final rule, we also used this methodology to compute the 
1997-based index (August 1, 2002; 67 FR 50044).
    The total interest expense cost category is split between the 
government/nonprofit and for-profit hospitals. The 1997-based excluded 
hospital with capital market basket allocated 85 percent of the total 
interest cost weight to the government nonprofit interest, proxied by 
average yield on domestic municipal bonds, and 15 percent to for-profit 
interest, proxied by average yield on Moody's Aaa bonds.
    As we proposed, for this final rule we derive the split using the 
relative FY 2001 Medicare cost report data for PPS hospitals on 
interest expenses for the government/nonprofit and for-profit 
hospitals. Due to insufficient Medicare cost report data for IPFs, 
IRFs, and LTCHs, we used the same split used in the IPPS capital input 
price index, which is 75 percent of the total interest cost weight of 
the government/non-profit interest and 25 percent of for-profit 
interest. As explained in the RY 2007 LTCH PPS proposed rule (71 FR 
4664), we believe that this split reflects the latest relative cost 
structure of interest expenses for hospitals because it is based on the 
most recent complete hospital cost report data and, therefore, we use a 
75-25 split to allocate interest expenses to government/nonprofit and 
for-profit hospitals' interest as stated in the FY 2006 IPPS final rule 
(70 FR 47408).
    Since capital is acquired and paid for over time, capital expenses 
in any given year are determined by both past and present purchases of 
physical and financial capital. The vintage-weighted capital index is 
intended to capture the long-term consumption of capital, using vintage 
weights for depreciation (physical capital) and interest (financial 
capital). These vintage weights reflect the purchase patterns of 
building and fixed equipment and movable equipment over time. 
Depreciation and interest expenses are determined by the amount of past 
and current capital purchases. Therefore, we are using the vintage 
weights to compute vintage-weighted price changes associated with 
depreciation and interest expense.
    Vintage weights are an integral part of the FY 2002-based RPL 
market basket. Capital costs are inherently complicated and are 
determined by complex capital purchasing decisions, over time, based on 
factors such as interest rates and debt financing. In addition, capital 
is depreciated over time instead of being consumed in the same period 
it is purchased. The capital portion of the FY 2002-based RPL market 
basket reflects the annual price changes associated with capital costs, 
and is a useful simplification of the actual capital investment 
process. As explained in the RY 2007 LTCH PPS proposed rule (71 FR 
4664), by accounting for the vintage nature of capital, we are able to 
provide an accurate, stable annual measure of price changes. Annual 
nonvintage price changes for capital are unstable due to the volatility 
of interest rate changes. Therefore, they do not reflect the actual 
annual price changes for Medicare capital-related costs. The capital 
component of the FY 2002-based RPL market basket will reflect the 
underlying stability of the capital acquisition process and provide 
hospitals with the ability to plan for changes in capital payments.
    To calculate the vintage weights for depreciation and interest 
expenses, we need a time series of capital purchases for building and 
fixed equipment and movable equipment. We found no single source that 
provides the best time series of capital purchases by hospitals for all 
of the above components of capital purchases. As explained in the RY 
2007 LTCH PPS proposed rule (71 FR 4664), the early Medicare Cost 
Reports are not sufficiently completed to have capital data to meet 
this need. While the AHA Panel Survey provides a consistent database 
back to 1963, it does not provide annual capital purchases. However, 
the AHA Panel Survey provides a time series of depreciation expenses 
through 1997, which could be used to infer capital purchases over time. 
From 1998 to 2001, hospital depreciation expenses were calculated by 
multiplying the AHA Annual Survey total hospital expenses by the ratio 
of depreciation to total hospital expenses from the Medicare cost 
reports. Beginning in 2001, the AHA Annual Survey began collecting 
depreciation expenses. We note that we hope to be able to propose to 
use these data in proposed rebasings that would be presented in future 
proposed rules.
    In order to estimate capital purchases from AHA data on 
depreciation and interest expenses, the expected life for each cost 
category (building and fixed equipment, movable equipment, and debt 
instruments) is needed. Due to insufficient Medicare cost report data 
for IPFs, IRFs, and LTCHs, we use FY 2001 Medicare Cost Reports for 
IPPS hospitals to determine the expected life of building and fixed 
equipment and movable equipment. As explained in the RY 2007 LTCH PPS 
proposed rule (71 FR 4664), we believe this data source

[[Page 27816]]

reflects the latest relative cost structure of depreciation expenses 
for all hospital types, including IPFs, IRFs, and LTCHs, and is the 
best available data at this time. The expected life of any piece of 
equipment can be determined by dividing the value of the asset 
(excluding fully depreciated assets) by its current year depreciation 
amount. This calculation yields the estimated useful life of an asset 
if depreciation were to continue at current year levels, assuming 
straight-line depreciation. From the FY 2001 Medicare cost reports for 
IPPS hospitals, the expected life of building and fixed equipment was 
determined to be 23 years, and the expected life of movable equipment 
was determined to be 11 years.
    As we proposed, for this final rule we also used the fixed and 
movable weights derived from FY 2001 Medicare cost reports for IPFs, 
IRFs, and LTCHs to separate the depreciation expenses into annual 
amounts of building and fixed equipment depreciation and movable 
equipment depreciation because this is the best available data source. 
By multiplying the annual depreciation amounts by the expected life 
calculations from the FY 2001 Medicare cost reports, year-end asset 
costs for building and fixed equipment and movable equipment are 
determined. Then, we calculate a time series back to 1963 of annual 
capital purchases by subtracting the previous year asset costs from the 
current year asset costs. From this capital purchase time series we are 
able to calculate the vintage weights for building and fixed equipment, 
movable equipment, and debt instruments. An explanation of each of 
these sets of vintage weights follows.
    As we proposed, for this final rule for building and fixed 
equipment vintage weights, the real annual capital purchase amounts for 
building and fixed equipment derived from the AHA Panel Survey are 
used. The real annual purchase amount was used to capture the actual 
amount of the physical acquisition, net of the effect of price 
inflation. This real annual purchase amount for building and fixed 
equipment was produced by deflating the nominal annual purchase amount 
by the building and fixed equipment price proxy, the Boeckh 
Institutional Construction Index. This is the same proxy used for the 
FY 1997-based excluded hospital with capital market basket. As 
explained in the RY 2007 LTCH PPS proposed rule (71 FR 4664), we 
believe this proxy continues to meet our criteria of reliability, 
timeliness, availability, and relevance (discussed previously in this 
final rule). Since building and fixed equipment has an expected life of 
23 years, the vintage weights for building and fixed equipment are 
deemed to represent the average purchase pattern of building and fixed 
equipment over 23-year periods. With real building and fixed equipment 
purchase estimates back to 1963, 16 23-year periods could be averaged 
to determine the average vintage weights for building and fixed 
equipment that are representative of average building and fixed 
equipment purchase patterns over time. Vintage weights for each 23-year 
period are calculated by dividing the real building and fixed capital 
purchase amount in any given year by the total amount of purchases in 
the 23-year period. This calculation is done for each year in the 23-
year period, and for each of the 16 23-year periods. The average of 
each year across the 16 23-year periods is used to determine the 2002 
average building and fixed equipment vintage weights.
    For movable equipment vintage weights, as we proposed, for this 
final rule the real annual capital purchase amounts for movable 
equipment derived from the AHA Panel Survey are used to capture the 
actual amount of the physical acquisition, net of price inflation. This 
real annual purchase amount for movable equipment is calculated by 
deflating the nominal annual purchase amount by the movable equipment 
price proxy, the PPI for Machinery and Equipment. This is the same 
proxy used for the FY 1997-based excluded hospital with capital market 
basket. We believe this proxy, which meets our criteria, is the best 
measure of price changes for this cost category. Since movable 
equipment has an expected life of 11 years, the vintage weights for 
movable equipment are deemed to represent the average purchase pattern 
of movable equipment over an 11-year period. With real movable 
equipment purchase estimates available back to 1963, 28 11-year periods 
could be averaged to determine the average vintage weights for movable 
equipment that are representative of average movable equipment purchase 
patterns over time. Vintage weights for each 11-year period are 
calculated by dividing the real movable capital purchase amount for any 
given year by the total amount of purchases in the 11-year period. This 
calculation is done for each year in the 11-year period, and for each 
of the 28 11-year periods. The average of the 28 11-year periods is 
used to determine the FY 2002 average movable equipment vintage 
weights.
    As we proposed, for this final rule for interest vintage weights, 
the nominal annual capital purchase amounts for total equipment 
(building and fixed, and movable) derived from the AHA Panel and Annual 
Surveys are used. Nominal annual purchase amounts are used to capture 
the value of the debt instrument. Since hospital debt instruments have 
an expected life of 23 years, the vintage weights for interest are 
deemed to represent the average purchase pattern of total equipment 
over 23-year periods. With nominal total equipment purchase estimates 
available back to 1963, 16 23-year periods could be averaged to 
determine the average vintage weights for interest that are 
representative of average capital purchase patterns over time. Vintage 
weights for each 23-year period are calculated by dividing the nominal 
total capital purchase amount for any given year by the total amount of 
purchases in the 23-year period. This calculation is done for each year 
in the 23-year period and for each of the 16 23-year periods. The 
average of the 16 23-year periods is used to determine the FY 2002 
average interest vintage weights. The vintage weights for the index are 
presented in Table 3.
    In addition to the price proxies for depreciation and interest 
costs described above in the vintage weighted capital section, as we 
proposed, for this final rule we used the CPI-U for Residential Rent as 
a price proxy for other capital-related costs. Other capital-related 
costs are mainly composed of taxes and insurance. There is no price 
proxy for these specific costs; however, we believe the price changes 
associated with these costs will be reflected in the price changes of 
residential rent because rent is assumed to move with taxes and 
insurance in order to maintain profit margins. The price proxies for 
each of the capital cost categories are the same as those used for the 
FY 2003 IPPS final rule (67 FR 50044) capital input price index.

[[Page 27817]]



                      Table 3.--CMS FY 2002-Based RPL Market Basket Capital Vintage Weights
----------------------------------------------------------------------------------------------------------------
                                                                                                     Interest:
                                                                   Fixed assets       Movable        capital-
                              Year                                   (23 year       assets  (11    related  (23
                                                                     weights)      year weights)   year weights)
----------------------------------------------------------------------------------------------------------------
1...............................................................           0.021           0.065           0.010
2...............................................................           0.022           0.071           0.012
3...............................................................           0.025           0.077           0.014
4...............................................................           0.027           0.082           0.016
5...............................................................           0.029           0.086           0.019
6...............................................................           0.031           0.091           0.023
7...............................................................           0.033           0.095           0.026
8...............................................................           0.035           0.100           0.029
9...............................................................           0.038           0.106           0.033
10..............................................................           0.040           0.112           0.036
11..............................................................           0.042           0.117           0.039
12..............................................................           0.045  ..............           0.043
13..............................................................           0.047  ..............           0.048
14..............................................................           0.049  ..............           0.053
15..............................................................           0.051  ..............           0.056
16..............................................................           0.053  ..............           0.059
17..............................................................           0.056  ..............           0.062
18..............................................................           0.057  ..............           0.064
19..............................................................           0.058  ..............           0.066
20..............................................................           0.060  ..............           0.070
21..............................................................           0.060  ..............           0.071
22..............................................................           0.061  ..............           0.074
23..............................................................           0.061  ..............           0.076
                                                                 -----------------------------------------------
    Total.......................................................           1.000           1.000           1.000
----------------------------------------------------------------------------------------------------------------

4. Market Basket Estimate for the 2007 LTCH PPS Rate Year
    As discussed previously in this final rule, beginning in the 2007 
LTCH PPS rate year, we are adopting the FY 2002-based RPL market basket 
as the appropriate market basket of goods and services under the LTCH 
PPS. As discussed in greater detail below, we are implementing the 
proposed zero percent reduction to the LTCH PPS Federal rate for the 
2007 LTCH PPS rate year as discussed in the RY 2007 LTCH PPS proposed 
rule (71 FR 4667 through 4670), rather than using an update based 
solely on the most recent estimate of the LTCH PPS market basket as we 
have done in the past. In addition, as we discuss in section V.D.1.c. 
of this preamble, as we proposed, for this final rule we are revising 
the LTCH PPS labor-related share based on the RPL market basket. In 
Table 4, we are presenting a comparison of the most recent estimates of 
the increase to the current LTCH PPS market basket (that is, the FY 
1997-based excluded hospital with capital market basket) and the FY 
2002-based RPL market basket.
    In the RY 2007 LTCH PPS proposed rule (71 FR 4666), the most recent 
estimate of the RPL market basket at that time for July 1, 2006 through 
June 30, 2007 (the 2007 LTCH PPS rate year) was 3.6 percent, which was 
based on Global Insight's 3rd quarter 2005 forecast with history 
through the 2nd quarter of 2005. In this final rule, consistent with 
our historical practice of using the most recent available data, based 
on Global Insight's 1st quarter 2006 forecast with history through the 
4th quarter of 2005, the most recent estimate of the RPL market basket 
for July 1, 2006 through June 30, 2007 (the 2007 LTCH PPS rate year) is 
3.4 percent. Global Insight, Inc. is a nationally recognized economic 
and financial forecasting firm that contracts with CMS to forecast the 
components of the market baskets. Using the current FY 1997-based 
excluded hospital with capital market basket, Global Insight's 1st 
quarter 2006 forecast, with history through the 4th quarter of 2005, 
for the 2007 LTCH PPS rate year is also 3.4 percent. Table 4 compares 
the FY 2002-based RPL market basket and the FY 1997-based excluded 
hospital with capital market basket percent changes. For both the 
historical and forecasted periods between FY 2000 and FY 2008, the 
difference between the two market baskets is minor with the exception 
of FY 2002, where the FY 2002-based RPL market basket increased \3/10\ 
of a percentage point higher than the FY 1997-based excluded hospital 
with capital market basket. This is primarily due to the FY 2002-based 
RPL having a larger compensation (that is, the sum of wages and 
salaries and benefits) cost weight than the FY 1997-based index and the 
price changes associated with compensation costs increasing much faster 
than the prices of other market basket components. Also contributing is 
the ``all other nonlabor intensive'' cost weight, which is smaller in 
the FY 2002-based RPL market basket than in the FY 1997-based index, as 
well as the slower price changes associated with these costs.

[[Page 27818]]



  Table 4.--FY 2002-Based RPL Market Basket and FY 1997-Based Excluded
     Hospital with Capital Market Basket, Percent Changes: 2000-2008
------------------------------------------------------------------------
                                                          FY 1997-based
                                      Rebased FY 2002-      excluded
          Fiscal year (FY)            based RPL market   hospital market
                                           basket          basket with
                                                             capital
------------------------------------------------------------------------
Historical data:
    RY 2001.........................               3.8               3.9
    RY 2002.........................               4.1               3.8
    RY 2003.........................               3.8               3.7
    RY 2004.........................               3.6               3.6
    RY 2005.........................               3.8               4.0
        Average RY 2001-2005........               3.8               3.8
Forecast:
    RY 2006.........................               3.6               3.8
    RY 2007.........................               3.4               3.4
    RY 2008.........................               3.2               3.1
    RY 2009.........................               2.9               2.8
        Average RY 2006-2009........               3.3              3.3
------------------------------------------------------------------------
  CNTL08R3.SIM

C. Standard Federal Rate for the 2007 LTCH PPS Rate Year

1. Background
    Under the existing regulations at Sec.  412.523(c)(3)(ii), we 
update the standard Federal rate annually to adjust for the most recent 
estimate of the projected increases in prices for LTCH inpatient 
hospital services. We established this regulation in the August 30, 
2002 final rule (67 FR 56030), which implemented the LTCH PPS, because 
at that time we believed that was the most appropriate method for 
updating the LTCH PPS Standard Federal rate annually for years after FY 
2003. When we moved the date of the annual update of the LTCH PPS from 
October 1 to July 1 in the RY 2004 LTCH PPS final rule (68 FR 34138), 
we revised Sec.  412.523(c)(3) to specify that for LTCH PPS rate years 
beginning on or after July 1, 2003, the annual update to the standard 
Federal rate for the LTCH PPS would be equal to the previous rate 
year's Federal rate updated by the most recent estimate of increases in 
the appropriate market basket of goods and services included in covered 
inpatient LTCH services because, at that time, we continued to believe 
that was the most appropriate method for updating the LTCH PPS Standard 
Federal rate annually for years after RY 2004. As established in the RY 
2006 LTCH PPS final rule (70 FR 24179), based on the most recent 
estimate of the excluded hospital with capital market basket, adjusted 
to account for the change in the LTCH PPS rate year update cycle, the 
current LTCH PPS standard Federal rate which is effective from July 1, 
2005 through June 30, 2006 (the 2006 LTCH PPS rate year) is $38,086.04.
    In the RY 2007 LTCH PPS proposed rule (71 FR 4667 through 4670), we 
explain how we developed the proposed standard Federal rate for the 
2007 LTCH PPS rate year. Specifically, we explained our rationale, 
which was based on our ongoing monitoring activities, for proposing a 
zero percent update to the standard Federal rate for the 2007 LTCH PPS 
rate year, which was based on the most recent estimate in the RPL 
market basket offset by an adjustment for changes in coding practices, 
rather than proposing to solely use the most recent estimate of the 
proposed RPL market basket as the update factor for the Federal rate 
for the upcoming rate year. Therefore, in that proposed rule, we 
proposed a standard Federal rate for the 2007 LTCH PPS rate year of 
$38,086.04. In the discussion that follows, we explain how we developed 
the final standard Federal rate for the 2007 LTCH PPS rate year. 
Specifically, we explain our rationale, which is based on our ongoing 
monitoring activities, for the zero percent update to the standard 
Federal rate for the 2007 LTCH PPS rate year, which is based on the 
most recent estimate in the RPL market basket offset by an adjustment 
for changes in coding practices as discussed in greater detail below, 
rather than solely using the most recent estimate of the RPL market 
basket as the update factor for the Federal rate for the upcoming rate 
year. Thus, the standard Federal rate for the 2007 LTCH PPS rate year 
will be $38,086.04.
2. Description of a Preliminary Model of an Update Framework Under the 
LTCH PPS
    In the August 30, 2002 final rule (67 FR 56086), which implemented 
the LTCH PPS, we stated that in the future we may propose to develop a 
framework to update payments to LTCHs that would account for other 
appropriate factors that affect the efficient delivery of services and 
care provided to Medicare patients. A conceptual basis for the proposal 
of developing an update framework in the future was presented in 
Appendix B of that same final rule (67 FR 56086). In subsequent final 
rules that updated the LTCH PPS standard Federal rate for years after 
FY 2003, we explained that we did not propose an update framework 
because we had not yet collected sufficient data to allow for the 
analysis and development of a framework under the LTCH PPS (see 68 FR 
34134, 69 FR 25682, and 70 FR 24179). Since the LTCH PPS was 
implemented just slightly over 3 years ago (for cost reporting periods 
beginning on or after October 1, 2002) and due to the time lag in the 
availability of Medicare data, we continue to believe that we still do 
not yet have sufficient data to develop an update framework upon which 
to base the update to the standard Federal rate for the 2007 LTCH PPS 
rate year.
    As we discussed in the RY 2007 LTCH PPS proposed rule (71 FR 4667), 
although we do not have enough complete data at this time to update for 
RY 2007 based on an update framework, we believe that the almost 2 full 
years of data generated under the LTCH PPS is sufficient data to begin 
the discussion of the development of a potential update framework that 
we may propose to use in the future under the LTCH PPS for the annual 
update to the LTCH standard Federal rate. Therefore, although we did 
not propose to employ an analytical update framework in that proposed 
rule to determine the 2007 LTCH PPS rate year update to the standard 
Federal rate,

[[Page 27819]]

we presented a preliminary model of an update framework, using the best 
available data and concepts, in Appendix A of that proposed rule, which 
we may propose to adopt at some time in the future under the LTCH PPS. 
Furthermore, in the RY 2007 LTCH PPS proposed rule, we solicited 
comments on that preliminary update framework methodology and its 
application, which we may propose to adopt at some time in the future 
under the LTCH PPS. Also, we stated that we would appreciate comments 
regarding recommendations to improve it.
    We received a few comments on the preliminary model of an update 
framework that was presented in Appendix A of the RY 2007 LTCH PPS 
proposed rule (71 FR 4742 through 4747). In this final rule, we are 
again presenting a preliminary model of an update framework, using the 
best available data and concepts, which we may propose to adopt at some 
time in the future under the LTCH PPS, in Appendix A of this final 
rule. We have responded to the comments that we received on the 
preliminary update framework model presented in the RY 2007 LTCH PPS 
proposed rule in Appendix A of this final rule. We continue to solicit 
comments on this preliminary update framework methodology and its 
application, which we may propose to adopt at some time in the future 
under the LTCH PPS. Also, we would appreciate comments regarding 
recommendations to improve it. We note that this preliminary model of 
an update framework for the LTCH PPS is based on the conceptual 
discussion of a LTCH PPS update framework that was presented in the 
August 30, 2002 final rule (67 FR 56086), and is similar to the update 
framework formerly used to develop the operating IPPS annual update 
recommendation (69 FR 28816 through 28817) and that which is currently 
used under the capital IPPS for inpatient short-term acute-care 
hospitals set forth at Sec.  412.308(c)(1)(ii).
3. Update to the Standard Federal Rate for the 2007 LTCH PPS Rate Year
    Currently, under Sec.  412.523, the annual update to the LTCH PPS 
standard Federal rate is equal to the most recent estimate of increases 
in the prices of an appropriate market basket of goods and services 
included in covered inpatient LTCH services (that is, presently, the 
excluded hospital with capital market basket). As we indicated in 
previous LTCH PPS final rules (67 FR 56014, 68 FR 34157, 69 FR 25712, 
and 70 FR 24209 through 24213) and in the RY 2007 LTCH PPS proposed 
rule (71 FR 4667), we have developed a monitoring system to assist us 
in evaluating the LTCH PPS. We have used the results of these 
monitoring efforts, along with the most recently available LTCH PPS 
data to assess current payment adequacy under the LTCH PPS.
    As we discussed in the RY 2007 LTCH PPS proposed rule (71 FR 4667 
through 4670), because we believe that current payments are more than 
adequate to account for price increases in the services furnished by 
LTCHs during the 2007 LTCH PPS rate year, under the broad authority 
conferred upon the Secretary by section 123 of the BBRA as amended by 
section 307(b) of the BIPA to include appropriate adjustments, 
including updates, in the establishment of the LTCH PPS, we proposed to 
revise Sec.  412.523(c)(3)(ii), to specify that, for discharges 
occurring on or after July 1, 2006 and on or before June 30, 2007, the 
standard Federal rate from the previous year would be updated by a 
factor of zero percent. That is, the standard Federal rate for RY 2007 
rate year would remain the same as the standard Federal rate in effect 
during the 2006 rate year ($38,086.04).
    In this final rule, as we discuss in greater detail below, because 
we continue to believe that current payments are more than adequate to 
account for price increases in the services furnished by LTCHs during 
the 2007 LTCH PPS rate year, under the broad authority conferred upon 
the Secretary by section 123 of the BBRA as amended by section 307(b) 
of the BIPA to include appropriate adjustments, including updates, in 
the establishment of the LTCH PPS, we are revising Sec.  
412.523(c)(3)(ii), to specify that, for discharges occurring on or 
after July 1, 2006 and on or before June 30, 2007, there will be a zero 
percent update to the standard Federal rate from the previous year. 
That is, the standard Federal rate for the July 1, 2006 through June 
30, 2007 rate year will be $38,086.04.
    As we discussed in the RY 2007 LTCH PPS proposed rule (71 FR 4667), 
and in the August 30, 2002 final rule (67 FR 56014), we describe an on-
going monitoring component of the new LTCH PPS that would enable us to 
evaluate the impact of the new payment policies. We stated that, if our 
data indicate that changes to the system might be warranted, we may 
consider proposing revisions to these policies in the future. Since the 
implementation of the LTCH PPS (for cost reporting periods beginning on 
or after October 1, 2002), there has been tremendous growth in the 
number of LTCHs reimbursed by Medicare. Specifically, the number of 
LTCHs has almost doubled over the past 3 years from approximately 200 
LTCHs in FY 2003 to 378 LTCHs at the start of FY 2005. In addition, 
Medicare spending for LTCHs has also grown rapidly, as noted in 
MedPAC's June 2004 Report to Congress (page 122). Rapid increases in 
LTCH growth and Medicare spending under the LTCH PPS, in conjunction 
with the fact that over 98 percent of LTCHs are currently paid based 
fully on the Federal rate (rather than choosing to be paid under a 
blend of the reasonable cost-based (TEFRA) payment amount and the LTCH 
PPS Federal rate payment amount), prompted us to examine changes in 
LTCHs' patient case-mix index (CMI) and margins under the LTCH PPS. As 
discussed in greater detail in the RY 2007 LTCH PPS proposed rule (71 
FR 4667 through 4670), we believe the proposed zero percent update 
factor for RY 2007, which was based on the most recent estimate of the 
proposed RPL market basket at that time, adjusted to account for coding 
improvements, is supported by our findings regarding CMI, Medicare 
margins, and patient census based on the most recent complete LTCH 
data.
    A LTCH's CMI is defined as its case weighted average LTC-DRG 
relative weight for all its discharges in a given period. Changes in 
CMI consist of two components: ``Real'' CMI changes and ``apparent'' 
CMI changes. Real CMI increase is defined as the increase in the 
average LTC-DRG relative weights resulting from the hospital's 
treatment of more resource intensive patients. Apparent CMI increase is 
defined as the increase in CMI due to changes in coding practices. 
Observed CMI increase is defined as real CMI increase plus the increase 
in computed CMI due to changes in coding practices (including better 
documentation of the medical record by physicians and more complete 
coding of the medical record by coders). If LTCH patients have more 
costly impairments, lower functional status, or increased 
comorbidities, and thus require more resources in the LTCH, we will 
consider this a real change in case-mix. Conversely, if LTCH patients 
have the same impairments, functional status, and comorbidities but are 
coded differently resulting in higher payment, we consider this an 
apparent change in case-mix. We believe that changes in payment rates 
should accurately reflect changes in LTCHs' true cost of treating 
patients (real CMI increase), and should not be influenced by changes 
in coding practices (apparent CMI increase). Apparent CMI increase 
results in a case

[[Page 27820]]

being grouped to a LTC-DRG with a higher weight than it will be without 
such changes in coding practices, which results in a higher LTCH PPS 
payment that does necessarily reflect the true cost of treating the 
patient. Therefore, in the RY 2007 LTCH PPS proposed rule (71 FR 4668), 
under the broad discretionary authority conferred upon the Secretary by 
section 123 of the BBRA as amended by section 307(b) of the BIPA to 
include appropriate adjustments, including updates, in the 
establishment of the LTCH PPS, we proposed to revise the annual update 
to the LTCH PPS standard Federal rate set forth at Sec.  412.523(a)(2) 
for the 2007 LTCH PPS rate year to adjust the payment amount for LTCH 
inpatient hospital services to eliminate the effect of coding or 
classification changes that do not reflect real changes in LTCHs' case-
mix. We explained that it is important to eliminate the effect of 
coding or classification changes because they do not reflect the true 
cost of treating patients.
    As we discussed in the RY 2007 LTCH PPS proposed rule (71 FR 4668), 
we asked 3M Health Information Systems (3M) to examine changes in case-
mix and coding since the implementation of the LTCH PPS based on the 
most recently available data. As part of their analysis, 3M compared FY 
2003 LTCH claims data from the first year of implementation of the PPS 
with the FY 2001 claims data (generated prior to the implementation of 
the LTCH PPS), which is the same LTCH claims data used to develop the 
LTCH PPS. The analysis performed by 3M indicated, among other things, 
that the average annual CMI increase from FY 2001 to FY 2003 was 2.75 
percent. Since coding of diagnoses was not a factor in determining 
payments under the former reasonable cost-based (TEFRA) payment system, 
and since payments were not directly tied to diagnosis codes, there was 
no incentive for LTCHs to attempt to influence payments through changes 
in coding practices. Therefore, it is reasonable to assume that the 
observed 2.75 percent change in case-mix in the years prior to the 
implementation of the LTCH PPS represent the value for the real CMI 
increase (that is, we assume that the increase in case-mix is due to 
treatment of more resource intensive patients rather than to 
improvements in documentation or more complete coding of the medical 
record during this period). Using the average annual 2.75 percent 
observed CMI increase as a baseline, we separated the CMI increase 
between FY 2003 and FY 2004 into the real CMI increase, which is based 
on the treatment of more resource intensive patients, and the apparent 
CMI increase, which is due to improvements in documentation and coding 
practices.
    As we also stated in the RY 2007 LTCH PPS proposed rule (71 FR 
4668), the calculated observed CMI increase between FY 2003 and FY 2004 
was 6.75 percent. Assuming that the real CMI increase observed (on 
average) from FY 2001 to FY 2003 remained relatively constant into FY 
2005, then the difference of 4.0 percent (6.75 percent minus 2.75 
percent) represents the apparent CMI increase due to improvements in 
documentation and coding. This is considerably higher than the 0.34 
percent behavioral offset originally estimated by CMS actuaries, which 
was used in the development of the FY 2003 LTCH PPS standard Federal 
rate (67 FR 56033). Therefore, we stated our belief that a significant 
portion of the 6.75 percent increase in CMI between FY 2003 and FY 2004 
is due to changes in coding practices rather than the treatment of more 
resource intensive patients.
    In addition, in the RY 2007 LTCH PPS proposed rule (71 FR 4669), we 
discussed an internal CMS analysis, which shows high Medicare margins 
among LTCHs since the implementation of the LTCH PPS in FY 2003. We 
calculated ``revenue-weighted'' Medicare margins, which are the sum of 
LTCH inpatient Medicare revenue (payments) minus the sum of LTCH 
inpatient Medicare expenses (costs) divided by the sum of LTCH 
inpatient Medicare revenue (payments). This margin calculation, also 
utilized by MedPAC in its analyses, is used to evaluate the overall 
financial status of LTCHs. Specifically, our analysis found that LTCH 
Medicare margins for FY 2003 (the first year of the LTCH PPS) were 7.8 
percent and preliminary cost report data for FY 2004 reveal an even 
higher Medicare margin of 12.7 percent.
    We also noted that MedPAC is presently engaged in an evaluation of 
payment adequacy for LTCHs, which upon completion, will be published in 
the Commission's 2006 Reports to the Congress. In the RY 2007 LTCH PPS 
proposed rule (71 FR 4668), we discussed the Commission's preliminary 
findings that were presented at the October 7, 2005 public meeting. In 
MedPAC's March 2006 Report to Congress on Medicare Payment Policy, the 
Commission recommended that the update to the LTCH PPS Federal rate be 
eliminated for RY 2007 (Section 4C; page 219). We also discussed the 
review by a Medicare program safeguard contractor and other 
investigations of LTCHs treating patients that do not require hospital-
level care.
    Additionally, in the RY 2007 LTCH PPS proposed rule (71 FR 4670), 
we noted that the proposed zero percent update for the 2007 LTCH PPS 
rate year may make the one-time prospective adjustment to the LTCH PPS 
Federal rate, provided for under Sec.  412.523(d)(3), unnecessary if 
our comprehensive analysis of the LTCH PPS determines that LTCH PPS 
payments and the costs for LTCH services become aligned as a result of 
this change. We solicited comments on whether the proposed zero percent 
for the 2007 LTCH PPS rate year is appropriate or if an alternative 
percentage reduction should be applied to the standard Federal rate for 
the 2007 LTCH PPS rate year. Specifically, as explained in greater 
detail below, to the extent of our review of FY 2003 LTCH data (which 
will include but, is not limited to changes in case-mix) show that, if 
by coincidence after updating the Federal rate by zero percent for RY 
2007, the standard Federal rate is appropriate, it is possible that any 
further adjustment to the Federal rate may be unnecessary.
    Comment: A few commenters stated that CMS, in proposing a zero 
percent update to the Federal rate for RY 2007, failed to consider the 
recent revisions to the guidelines for utilizing DRG 475 (``Respiratory 
System Diagnosis with Ventilator Support'') that have resulted in 
reduced payments to LTCHs, despite that the same resources are being 
expended.
    Response: As discussed in section III. of the preamble of this 
final rule, the LTC-DRG assignments are based on GROUPER logic. The 
GROUPER is a software product that analyzes coding information 
submitted by hospitals, and subsequently makes a DRG assignment. CMS is 
responsible for GROUPER maintenance, including the assignment of DRGs. 
The DRG information is used to make payment to hospitals on behalf of 
Medicare beneficiaries treated by these hospitals. In contrast, the 
role of the AHA is to publish, in their document Coding Clinic for ICD-
9-CM, coding guidelines and advice as designated by the four 
cooperating parties. The cooperating parties that have final approval 
of the published coding advice are the AHA, the American Health 
Information Management Association (AHIMA), CMS, and the National 
Centers for Health Statistics.
    While the commenters have noted ``revisions to the guidelines for 
utilizing DRG 475'', it is not clear what guidelines are being cited. 
To address this comment in a responsible manner,

[[Page 27821]]

we would need more information than has been provided by the 
commenters. Furthermore, as discussed below in this preamble, the zero 
percent update finalized in this final rule is an adjustment that we 
have made to account for the case mix ``creep'' that was observed 
during FY 2004. Accordingly, any subsequent ``revisions to guidelines'' 
would have no impact on our need to make this adjustment in determining 
the RY 2007 Federal rate.
    Comment: As an alternative to the proposed zero percent update, one 
commenter encouraged CMS to work with the AHA in developing more 
stringent coding practices as currently considered by the ``Coding 
Clinic'' if it believes additional coding practices are needed.
    Response: In section III.E.3. of this final rule, we emphasize the 
need for proper coding by LTCHs. We also explain that inappropriate 
coding of cases can adversely affect the uniformity of cases in each 
LTC'DRG and produce inappropriate weighting factors at recalibration. 
We continue to urge LTCHs to focus on improved coding practices. 
Because of concerns raised by LTCHs concerning correct coding, we have 
asked the AHA to provide additional clarification or instruction on 
proper coding in the LTCH setting. As we noted earlier, the coding 
guidelines currently published by the AHA are the result of the joint 
collaboration of CMS, AHA, AHIMA, and the National Centers for Health 
Statistics.
    Comment: Many commenters expressed concern that the proposed 
changes to the SSO policy in conjunction with the proposed zero percent 
update would reduce hospital payments by nearly 15 percent, forcing 
LTCHs to operate at a loss when treating Medicare patients. They urged 
CMS to provide the full market basket update to the Federal rate for RY 
2007.
    Response: We disagree that the proposed zero percent update to the 
Federal rate would have resulted in ``reduced'' hospital payments. In 
the RY 2007 LTCH PPS proposed rule, we proposed to offset the market 
basket by an amount equal to the increase in case mix that was due 
solely to improved documentation and coding rather than changes in real 
case mix. At the time of the proposed rule, that increase was within 
rounding error of the market basket, and therefore resulted in a 
proposed Federal rate for RY 2007 that was equal to the RY 2006 Federal 
rate, and not a reduction to the RY 2006 Federal rate. We have provided 
throughout this section of this final rule, as we did in the proposed 
rule, our rationale for including an adjustment to account for changes 
in coding practices in the determination of the RY 2007 Federal rate. 
As discussed in the RY 2007 LTCH PPS proposed rule, and as discussed in 
greater detail below, we analyzed changes in the LTCHs' CMI in 
conjunction with a detailed analysis of LTCH margins since the 
implementation of the LTCH PPS, and our zero percent update policy is 
also based on these analyses.
    In response to the commenters concern that the proposed changes to 
the SSO policy could also force LTCHs to operate at a loss, in section 
VI.A.1. of the preamble of this final rule below, we discuss the 
changes to the SSO policy that we are establishing in this final rule, 
and in section XV. of this final rule we discuss the projected impact 
of those changes (as well as the other changes established in this 
final rule) on estimated aggregate LTCH PPS payments for RY 2007. 
Specifically, in our discussion of the estimated decrease in aggregate 
LTCH PPS payments for RY 2007, we explain that we do not believe that 
this change will result in an adverse impact on LTCHs because, as a 
result of the change to the SSO payment formula, we believe that LTCHs 
will significantly reduce the number of short-stay cases that they 
admit. We believe that by paying appropriately for these SSO cases by 
removing the financial incentive for LTCHs to admit those very short 
stay cases that could otherwise receive appropriate treatment at an 
acute-care hospital (and paid under the IPPS), LTCHs will change their 
admission patterns for these patients. The estimated decrease in LTCH 
PPS payments for RY 2007 was determined based on the current LTCH 
admission pattern of SSO cases (that is, currently about 37 percent of 
all LTCH cases), and we believe that the estimated decrease in LTCH 
payments per discharge for RY 2007 discussed in section XV. of this 
final rule will only occur if LTCHs were to continue to admit the same 
number of SSO patients with very short lengths of stay. Furthermore, as 
also discussed in section XV. of this final rule, we do not believe 
that this change will force LTCHs to operate at a loss because, based 
on our recent margins analysis (discussed in greater detail below in 
this section). LTCH margins for FY 2003 are in excess of 7 percent, and 
preliminary FY 2004 data shows margins in excess of 12 percent. 
Therefore, we believe that even with an estimated decrease in LTCHs' 
payments per discharge for the 2007 LTCH PPS rate year, LTCH PPS 
payments will be sufficient to compensate LTCHs for the costs of the 
efficient delivery of LTCH services to LTCH patients.
    Comment: Several commenters believed that CMS should allow a full 
market basket update to the LTCH PPS Federal rate for RY 2007. Other 
commenters stated that the LTCH PPS Federal rate should be updated 
annually by the most recent estimate of the market basket.
    Response: As we have discussed throughout this section of the 
preamble of this final rule, while we continue to believe that an 
update to the 2007 LTCH PPS rate year should be based on the most 
recent estimate of the LTCH PPS market basket, we believe it 
appropriate that the market basket be offset by an adjustment to 
account for changes in coding practices. Such an adjustment will 
protect the integrity of the Medicare Trust Funds by ensuring that the 
LTCH PPS payment rates better reflect the true costs of treating LTCH 
patients. We wish to emphasize that the RY 2007 Federal rate update of 
zero percent established in this final rule (as discussed in greater 
detail below) is based on the estimate of the LTCH PPS market basket 
for RY 2007. As we discussed in the RY 2007 LTCH PPS proposed rule and 
as we have discussed in greater detail above in this section, we 
believe that in determining the Federal rate update for RY 2007 it is 
appropriate to apply an adjustment to the most recent estimate of the 
LTCH PPS market basket to eliminate the effect of coding or 
classification changes that do not reflect real changes in LTCHs' case-
mix. This adjustment is necessary in order to serve to account for 
payments that were made based on improved coding (rather than increased 
patient severity) in prior years.
    As we noted in the RY 2007 LTCH PPS proposed rule (71 FR 4670) and 
as we reiterate below, the revision to Sec.  412.525(c)(3) established 
in this final rule will address an update to the LTCH PPS Federal rate 
for the 2007 LTCH PPS rate year. We will propose future revisions to 
Sec.  412.525(c)(3) to address future proposed updates to the LTCH PPS 
Federal rates in future rate years based on an analysis of the most 
recent LTCH data available that would be presented in upcoming LTCH 
proposed rules. Furthermore, as discussed above in section IV.C.2. of 
this preamble, we are also examining the potential for developing and 
implementing an update framework under the LTCH PPS. We believe an 
update framework, which would incorporate the market basket as one 
component, will enhance the methodology for updating payments by 
addressing factors such as case-mix, intensity, and productivity, 
beyond

[[Page 27822]]

changes in pure input prices (measured by the market basket). (As noted 
in section V.C.2 of this final rule, a preliminary model of an update 
framework that may be proposed at some later date for future use under 
the LTCH PPS is presented in Appendix A of this final rule.) However, 
at this time, we are not proposing a specific annual update framework. 
As noted above, we will wait until we have collected sufficient and 
complete LTCH PPS data to evaluate payments and costs under the LTCH 
PPS before proposing to establish such a framework for determining the 
annual update to the LTCH PPS Federal rate in the future.
    Comment: Many commenters stated that 3M's analysis of LTCH claims 
data was flawed. They stated that because a number of LTCHs did not 
transition to the LTCH PPS until FY 2004, using FY 2003 as a comparison 
to FY 2001 was wrong. The commenters also suggested that CMS would need 
to compare the CMI increases for LTCHs that elected reimbursement at 
the full Federal rate at the beginning or some time during the 
transition period to CMI increases for LTCHs that chose to go through 
the full 5-year transition. They emphasized that since LTCHs were 
transitioning to the LTCH PPS, it is unlikely that LTCHs were 
aggressively coding the stays of their Medicare patients.
    Response: We appreciate the commenters' concern that errors were 
made in analyzing LTCHs' CMI data; however, we disagree with the 
commenters that 3M's analysis of LTCH claims data was flawed. We 
believe commenters erroneously presumed that coding improvement begins 
on the date the LTCH elected to be reimbursed at the full Federal rate 
under the LTCH PPS and not before. Because providers paid under the 
transition blend have at least a portion of their payments based on the 
Federal rate, which is based on ICD-9-CM diagnosis and the accurate 
coding of procedure codes, we believe LTCHs still had an incentive to 
improve coding while they were transitioning to the full Federal rate. 
In addition, the commenters provide no evidence that the large increase 
from the 2.75 percent average annual increase in CMI in the years prior 
to the implementation of the LTCH PPS to the 6.75 percent increase in 
LTCH CMI found between FY 2003 and FY 2004 resulted from a sudden 
increase in patient acuity in one year, especially when analyzed in the 
context of the relatively small increase in costs observed during this 
same period.
    Comment: A few commenters asserted that the average intensity of 
Medicare inpatients has increased significantly from pre-PPS levels. 
Therefore, they believe the assumption that ``real'' case-mix is 2.75 
percent is faulty.
    Response: As explained in the RY 2007 LTCH PPS proposed rule (71 FR 
4668), we made the assumption that real case-mix was 2.75 percent based 
on the average annual CMI increase in the three years prior to the full 
implementation of the LTCH PPS (that is, between FY 2001 and FY 2003). 
As we acknowledged in that same proposed rule, while it may be true 
that the average intensity has increased from pre-PPS levels, it is not 
supported by our analysis of the change in LTCHs' costs. As we stated 
in the RY 2007 LTCH PPS proposed rule, we did not observe a large 
increase in cost per discharge between FY 2003 and FY 2004, which we 
would have expected if the observed CMI increase was due to real CMI 
change (treating sicker patients). We would have expected to see a 
large increase in costs per discharge to pay for the resources needed 
to treat sicker patients if the CMI increase was due to ``real'' CMI 
change.
    We do not believe the assumption that the increase in ``real'' 
case-mix is 2.75 percent is faulty. A LTCH's CMI is defined as its case 
weighted average LTC-DRG relative weight for all its discharges in a 
given period. Changes in CMI consist of two components: ``Real'' CMI 
changes and ``apparent'' CMI changes. As stated in the RY 2007 LTCH PPS 
proposed rule, the 4.0 percent apparent CMI increase is a conservative 
estimate when compared to the 5.35 percent apparent CMI increase that 
would result if we had applied the information from past studies on 
case-mix change to the analysis of the LTCHs CMI increase. Based on 
past studies of IPPS case-mix change by the RAND Corporation, (``Has 
DRG Creep Crept Up? Decomposing the Case-Mix Index Change Between 1987 
and 1988'' by G. M. Carter, J.P. Newhouse, and D. A. Relles, R-4098-
HCFA/ProPAC (1991)), in updating IPPS rates we have consistently 
assumed that real case-mix change for IPPS hospitals was a fairly 
steady 1.0 to 1.4 percent per year. If we had applied this same 
assumption to LTCHs, we would have concluded that nearly 5.35 percent 
(6.75 percent minus 1.4 percent) of the change in case-mix during the 
first year of the LTCH PPS is apparent CMI and not real CMI. 
Consequently, if we had applied this more conservative estimate of real 
case-mix increase, the proposed update to the Federal rate for RY 2007 
would have been a reduction to the current Federal rate rather than 
leaving the Federal rate unchanged.
    Comment: Several commenters stated that CMS was unfairly penalizing 
LTCHs twice for ``case mix creep'' (that is, the ``apparent'' CMI 
increase between FYs 2003 and 2004). They stated that CMS had already 
corrected any coding issues from FY 2004 by reweighting the LTC-DRGs 
for FY 2006 based on that data, which resulted in an estimated 4.2 
percent reduction in payments to LTCHs.
    Response: Under the LTCH PPS, we determine LTC-DRG relative weights 
as discussed in section III. of this preamble, to account for the 
difference in resource use by patients exhibiting the case complexity 
and multiple medical problems characteristic of LTCH patients. As we 
discussed in the FY 2006 IPPS final rule (70 FR 47701 through 47702), 
we recalibrated FY 2006 LTC-DRG relative weights based on an analysis 
of LTCH claims data from the FY 2004 MedPAR file. Thus, FY 2004 LTCH 
claims data, which reflected improved coding, were used to determine 
the LTC-DRG relative weights used to pay LTCH PPS discharges occurring 
during FY 2006.
    While it is true that the reweighting of the LTC-DRGs using FY 2004 
LTCH claims served to update the relative weights based on actual 
claims data in each LTC-DRG, which also reflects coding improvements 
that occurred in FY 2004, the recalibration of LTC-DRG weights only 
corrects for any coding improvement for the purpose of making accurate 
LTCH PPS payments in FY 2006. However, annual recalibration does not 
serve to account for payments that were made based on improved coding 
(rather than patient severity) in prior years. The case mix adjustment 
to the market basket in determining the RY 2007 Federal rate is meant 
to reduce current payments to account for the increase payments that 
occurred in FY 2004 that resulted from the CMI increase that is 
attributable to ``case-mix'' creep in that year. Therefore, we disagree 
that providers are being penalized twice for the LTCH coding 
improvements that occurred in FY 2004 (that is, ``case-mix creep'').
    Comment: Several commenters contend that our margins analysis is 
flawed. The commenters state that although we reported that preliminary 
data showed LTCH margins of 12.7 percent for FY 2004, an examination of 
MedPAC LTCH margin data shows that almost a quarter of LTCHs (23 
percent) had negative Medicare margins in 2004. One of the commenters 
also stated that MedPAC did not take into consideration the effect of 
the ``25 percent rule'' on reimbursement to LTCH hospitals-within-
hospitals (HWHs) for admissions from the host hospital when modeling 
LTCH Medicare margins. The

[[Page 27823]]

commenter also believes that in stating that the reported increases in 
costs were not found to be commensurate with the reported increases in 
CMI (and Medicare payments), CMS did not allow for any increase in 
efficiency by LTCHs. However, in the update framework section (Appendix 
A of the RY 2007 LTCH PPS proposed rule), the commenter points out that 
CMS suggests that it may begin measuring efficiency, and may also 
account for such a factor in a possible proposed future update 
framework methodology. The commenter believes CMS is inconsistent with 
regards to efficiency.
    Response: As we explained in the RY 2007 LTCH PPS proposed rule, 
the margins analysis was revenue-weighted (that is, calculated by 
adding the total Medicare payments and expenses for all LTCHs). CMS and 
MedPAC use this type of margin calculation to assess whether Medicare 
payment rates to LTCHs (as a provider class) are adequate. The 
commenter states that nearly one-quarter of LTCHs had negative margins 
in FY 2004, we note that based on the preliminary data for FY 2004, 
one-quarter of LTCHs had margins greater than 18 percent. Therefore, it 
is reasonable and expected that we estimate aggregate positive LTCH 
margins in excess of 12 percent for FY 2004, as stated below in this 
section.
    Based on data from the LTCHs' cost reports received as of December 
31, 2005, updated LTCH margins analysis for this final rule continues 
to show high Medicare margins among LTCHs since the implementation of 
the LTCH PPS in FY 2003. As we did for the RY 2007 LTCH PPS proposed 
rule, we calculated ``revenue-weighted'' Medicare margins, which are 
the sum of hospital inpatient Medicare revenue (payments) minus the sum 
of hospital inpatient Medicare expenses (costs) divided by the sum of 
hospital inpatient Medicare revenue (payments). This margin 
calculation, also utilized by MedPAC in its analyses, is used to 
evaluate the overall financial status of LTCHs in general. In an 
analysis of the latest available LTCH cost reports, we found that LTCH 
Medicare margins for FY 2003 (the first year of the LTCH PPS) were 7.8 
percent and preliminary cost report data for FY 2004 based on the most 
recent update to the cost report data in HCRIS reveal an even higher 
Medicare margin of 12.7 percent. For periods prior to the 
implementation of the LTCH PPS (that is, FY 1999 through FY 2002), we 
found that aggregate Medicare margins ranged between a minimum of -2.3 
percent in FY 2000, and a maximum of 1.5 percent in FY 2002. MedPAC 
also noted that LTCH HwHs were found to have higher margins than 
freestanding LTCHs in RY 2004.
    As mentioned by the commenter, when discussing MedPAC's modeling of 
the 2006 LTCH PPS margins, MedPAC's 2006 LTCH PPS margins analysis did 
not include the effect of the HwH ``25 percent rule,'' which is the 
special payment provisions for LTCH HwHs and satellites that we 
established at Sec.  412.534 in the FY 2005 IPPS final rule. Under this 
policy we provide a payment adjustment for those patients discharged 
from co-located LTCHs (that is, HwHs and satellites) admitted from host 
hospitals that exceeded a specified percentage (in most cases, 25 
percent). Medicare patients who reach HCO status in the host hospital 
are excluded from the count of the percentage of patients admitted 
directly from the host. We additionally provided a 4-year transition to 
this policy for existing LTCH HwHs and satellites and those LTCH HwHs 
paid under the LTCH PPS on October 1, 2005 and whose qualifying period 
began on or before October 1, 2004; however, all other LTCHs are 
immediately governed by the percentage thresholds established under 
Sec.  412.534.
    In the transcript of MedPAC's December 8, 2005 public meeting (p. 
164), the MedPAC analyst noted that despite the desire to model the 
effect of the HwH ``25 percent rule'' established at Sec.  412.534 when 
modeling 2006 LTCH margins, they were unable to do so at that time 
since the first year of the 5-year phase-in (FY 2005) was ``hold-
harmless'' and any fiscal impact (that is, percentage threshold 
requirements specified at Sec.  412.534) are effective for cost 
reporting periods beginning during the current fiscal year (FY 2006). 
As we discussed in the FY 2005 IPPS final rule when we implemented the 
``25 percent rule'' at Sec.  412.534 (69 FR 49771), we were unable to 
estimate the impact of this policy because we anticipated behavioral 
changes by both the host and the co-located LTCHs resulting from the 
provision that exempts HCOs from the percentage threshold calculation. 
We are unable to estimate the impact on new LTCHs that will be 
immediately subject to the full threshold requirements established 
following the implementation of those regulations.
    As MedPAC noted at their public meeting, FY 2006 is the first year 
of the 4-year phase-in of the threshold requirements established under 
Sec.  412.534, and due to the lag time in the availability of data, we 
currently do not have sufficient FY 2006 data to determine the effect 
of the implementation of those requirements on LTCHs' behavior. 
Therefore, we are still unable to estimate the impact of this policy. 
However, since the policy at Sec.  412.534 exempts IPPS HCOs at the 
acute-care host hospital from the LTCHs' percentage threshold 
calculation (as noted above), and since, as noted earlier, the margins 
for HwHs are higher than those of freestanding LTCHs, we believe that 
even with some adjustments resulting in a decrease in some co-located 
LTCHs' RY 2007 LTCH PPS payments due to the threshold requirements 
under Sec.  412.534, Medicare payments to co-located LTCHs will exceed 
the Medicare costs of the inpatient hospital services provided to its 
patients even with a zero percent update to the Federal rate for RY 
2007.
    As discussed in the RY 2007 LTCH PPS proposed rule, the large 
observed increase in LTCH case-mix was not accompanied by a 
corresponding increase in Medicare costs. This is consistent with our 
belief expressed earlier that a significant part of this observed 
increase in case-mix is ``apparent'' and not ``real.'' In conjunction 
with an increase in real case-mix we would have expected to see a 
significant increase in costs per discharge, even taking into account 
LTCH operating efficiencies, to pay for the resources needed to treat 
sicker patients. Consistent with MedPAC's most recent research 
discussed in its March 2006 Report to Congress (section 4C), our 
margins analysis indicates that, in spite of the estimated real 
increase in case-mix (severity of patients), payments to LTCHs under 
the LTCH PPS are generally more than adequate to cover the Medicare 
costs of the inpatient hospital services provided to LTCH patients.
    As we also discussed in the RY 2007 LTCH PPS proposed rule, 
although supported by our LTCHs' margins analysis, the zero percent 
update to the Federal rate for RY 2007 is primarily based on our 
analysis of case-mix. This analysis indicates that a significant 
portion of the observed increase in case-mix from FY 2003 to FY 2004 is 
due to changes in coding practices rather than an increase in the 
severity of LTCHs' patients. Specifically, based on the latest 
available LTCH cost report data, our analysis supports our adjustment 
to account for changes in coding practices. Specifically, the most 
recent available LTCH cost report data shows that, while payments 
(revenue) per discharge increased in excess of the market basket 
estimate for the period, costs (expenses) per discharge either 
increased at a significantly lower rate or decreased

[[Page 27824]]

slightly for the same period (as discussed in greater detail below).
    As noted by the commenter, the conceptual discussion of a 
preliminary model of an update framework under the LTCH PPS presented 
in the RY 2007 LTCH PPS proposed rule (71 FR 4742 through 4747), 
accounts for efficiency as a component of the adjustments for 
productivity and intensity. However, we have not assumed that the 
reason costs have not increased commensurate with case-mix (and 
payments) is due to increased efficiency by LTCHs. As stated 
previously, the update framework was presented at this point as under 
development and was not used to determine the proposed update to the 
standard Federal rate for RY 2007. Furthermore, even the conceptual 
model of the illustrative LTCH PPS update framework for RY 2007 
presented in Appendix A for discussion purposes we had recommended a -
0.9 percent adjustment for productivity (an efficiency measure) based 
on the productivity target used by MedPAC. This factor is based on BLS' 
estimate of the 10-year moving national average rate of productivity 
growth (71 FR 4746). This productivity adjustment in the illustrative 
update framework assumes that an efficient LTCH can produce more output 
(that is, inpatient hospital services) with the same inputs (that is, 
labor and capital) such that the full increase in input costs does not 
have to be passed on by the provider (71 FR 4744). Therefore, the 
recommended efficiency measure of -0.9 percent adjustment included in 
the illustrative update framework reduces the adjustment for input 
prices (that is, market basket estimate) based on the expectation that 
an efficient LTCH can produce the same output with slightly less than 1 
percent less of the same inputs. In absence of accounting for a factor 
that accounts for efficiency, we would expect that costs per discharge 
would increase at about the same rate as the estimate of market basket, 
which has previously been used to update the LTCH PPS Federal rate 
annually, plus any increase that is based on an increase in patient 
severity (that is, real case-mix). However, our analysis of LTCHs 
payments and costs per discharge based on the latest available cost 
report data supports our adjustment to account for changes in coding 
practices because it shows that while payments (revenue) per discharge 
increased approximately 15 percent from FY 2002 to FY 2003 (the first 
year of the LTCH PPS), costs (expenses) per discharge increased by only 
about 8 percent for the same period. Thus payments to LTCHs from FY 
2002 to FY 2003 increased almost twice as much as the increase of costs 
during the same period. Furthermore, based on the most recent available 
LTCH cost report data for FY 2004, we found that while payments 
(revenue) per discharge increased by approximately 5 percent from FY 
2003 to FY 2004, costs (expenses) per discharge actually decreased 
slightly (about 0.7 percent) for the same period.
    As discussed in the RY 2007 LTCH PPS proposed rule, the 
illustrative update framework shown in Appendix A is only a preliminary 
model, and we solicited comments regarding improvements or refinements 
to it that we will consider if we propose to adopt an update framework 
in the future under the LTCH PPS. By nature, a PPS is a system based on 
averages, and therefore we expect that LTCHs, like any provider type 
that is under a PPS system, already have and will continue to become 
more efficient with the implementation of the LTCH PPS. While 
increasing efficiency in the services delivered in the treatment of 
Medicare beneficiaries could result in some reduction in LTCHs' 
Medicare costs by providing the same output (that is, inpatient 
hospital services) with a minimum of waste, expense and effort, it is 
unlikely that the significant difference between the increase in case-
mix (and payments per discharge) and change in costs per case 
(discussed above in this section) is solely the result of increased 
efficiency of LTCHs. As noted above, our illustrative update framework 
only included a -0.9 percent adjustment for productivity, while our 
margins analysis shows a substantially larger difference between the 
change between payments per discharge and costs per discharge since the 
implementation of the LTCH PPS, which we believe are due to factors 
(that is, changes in coding practices) other than increased 
efficiencies by LTCHs. As we stated in the proposed rule and as noted 
above, we did not observe a significant increase in cost per discharge. 
In fact, for FY 2004, the latest cost report data shows a decrease in 
costs per discharge, which we would have expected to see if the 
observed CMI increase was due to ``real'' CMI change (treating sicker 
patients). In addition, as stated in the RY 2007 LTCH PPS proposed rule 
and as discussed in greater detail in this section of this final rule, 
a review by a Medicare program safeguard contractor and other anecdotal 
findings of LTCHs treating patients that do not require hospital-level 
care further supports the data analysis which show that the increase in 
LTCHs' CMI is primarily due to factors other than real CMI.
    Therefore, we disagree with the commenter that we failed to account 
for efficiency in determining the update to the Federal rate for RY 
2007. We believe that while there may be some reduction in LTCH costs 
per discharge as a result of efficiency, the difference between LTCHs' 
cost per discharge and payments per discharge is so profound that it 
cannot be reasonably assumed that efficiency is the sole basis for that 
difference. Rather, we believe it is the changes in coding practices, 
discussed previously, that have led to the substantial difference 
between LTCHs' cost per discharge and payments per discharge, which has 
had a significant impact on LTCHs' margins.
    Comment: One commenter noted that while the proposed zero percent 
update appears in MedPAC's recommendations, the Congress has not agreed 
to take action on MedPAC's recommendation to eliminate an update to the 
RY 2007 payment rate.
    Response: The proposal to provide a zero percent update to the LTCH 
PPS Federal rate for RY 2007 was consistent with MedPAC's 
recommendation. Although it is correct that the Congress has not taken 
specific action to legislate MedPAC's recommendation as stated in the 
RY 2007 LTCH PPS proposed rule, the Secretary has been given the broad 
discretionary authority, under section 123 of the BBRA as amended by 
section 307(b) of the BIPA, to include appropriate adjustments, 
including updates, in the establishment of the LTCH PPS. We continue to 
believe that our proposal to establish a zero percent update to the 
Federal rate to account for ``apparent'' case-mix is appropriate for 
the reasons discussed in the RY 2007 LTCH PPS proposed rule that were 
also stated above and is within the broad discretionary authority 
conferred upon the Secretary in section 123 of the BBRA as amended by 
section 307(b) of the BIPA. In addition, as discussed above, our 
margins analysis indicates that current payments are more than adequate 
to account for price increases in the services furnished by LTCHs 
during the 2007 LTCH PPS rate year.
    Comment: One commenter urged CMS to enact the proposed zero percent 
update for RY 2007 only if no modifications are made to the SSO payment 
formulas. The commenter stated that this would be consistent with 
MedPAC's recommendations based on no change in LTCH payment policies.
    Response: As the fiduciary of the Medicare Trust Fund, we are 
responsible for reexamining our payment systems and revising those

[[Page 27825]]

payment systems, if necessary, to ensure that appropriate payments are 
made for the efficient delivery of care to Medicare patients. This 
requires that we periodically reexamine the policy components of our 
payment systems and propose changes accordingly. As we discussed in 
greater detail in the RY 2007 LTCH PPS proposed rule (71 FR 4667 
through 4670), we believe our findings regarding LTCHs' CMI increase, 
Medicare margins, and patient census supported our proposal of a zero 
percent update for RY 2007. As discussed in that same proposed rule, we 
believe that an adjustment to the most recent estimate of the LTCH PPS 
market basket to account for the effects of changes in coding practices 
is important to eliminate the effect of coding or classification 
changes because, as discussed in greater detail in this section, they 
do not reflect the true cost of treating patients.
    Also in the RY 2007 LTCH PPS proposed rule, we proposed changes to 
the SSO policy based on our review of that policy along with many other 
LTCH PPS policies and LTCH behavior. As we discussed in that same 
proposed rule (71 FR 4685 through 4690), the proposed revision to the 
SSO policy would, among other things, reduce the unintended financial 
incentive for LTCHs to admit short-stay patients that may exist under 
the current SSO policy, and therefore, based on the most recent 
complete data available, we believe revisions to the current SSO 
policies are necessary and in no way should they be tied to the change 
made regarding the update for RY 2007. (In section VI.A.1. of the 
preamble below, we discuss the changes to the SSO policy that we are 
establishing in this final rule.)
    Therefore, because the intended purposes of the proposed adjustment 
to the SSO policy and the proposed Federal rate update for RY 2007 are 
different, as explained above, we believe changes to these policies 
should be evaluated independently. Although, as discussed in greater 
detail below in section V.A.1. of this preamble, we are modifying the 
proposed SSO policy for the RY 2007 LTCH PPS final rule. As we 
discussed in this section, we continue to believe that an adjustment to 
the most recent estimate of the LTCH PPS market basket to account for 
the effects of changes in coding practices in determining the update to 
the Federal rate for RY 2007 is also necessary and appropriate.
    Comment: Many commenters noted that the Medicare Program Safeguard 
Contractor Review of one LTCH is not representative data upon which to 
base the proposed zero percent adjustment.
    Response: As stated in the RY 2007 LTCH PPS proposed rule, the 
information obtained from the Medicare Program Safeguard Contractor 
Review and the other anecdotal investigations of LTCHs treating 
patients that do not require hospital-level care was only one factor of 
our analysis. As discussed in that same proposed rule and as reiterated 
above, the primary factors upon which our proposal to determine an 
update to the Federal rate for RY 2007 was our CMI analysis and our 
Medicare margins analysis. We agree with the commenters that we are not 
aware of any determination made to indicate that LTCHs consistently 
admit non-hospital level patients.
    Comment: One commenter stated that while it may be true that some 
LTCHs posted significant positive margins and saw significant increases 
in their case-mix, not all LTCHs had that experience. The commenter 
questioned how hospitals with negative margins would survive with a 
zero percent update in RY 2007. Another commenter stated that ``older'' 
LTCHs should be ``grandfathered'' from implementation of the proposed 
zero percent update for RY 2007. The commenter states that 
grandfathering ``older'' LTCHs would ensure that these hospitals are 
not affected by the perceived abuses of other newer hospitals.
    Response: Prior to the implementation of the LTCH PPS, LTCHs were 
reimbursed under reasonable cost principles (TEFRA), which established 
payments to LTCHs based on hospital-specific limits for inpatient 
operating costs. However, in response to the industry's advocacy for a 
PPS for LTCHs, in section 123 of the BBRA as amended by section 307(b) 
of the BIPA, the Congress directed the Secretary of HHS to develop a 
per-discharge PPS for payment for LTCHs. The LTCH PPS was implemented 
in FY 2003.
    By definition, payments under a PPS are predicated on averages. 
Therefore, while it may be true that some ``older'' LTCHs may not have 
experienced as large of an increase in case mix between FY 2003 and FY 
2004, the same could be true of some LTCHs in other categories. In 
addition, our findings reveal that while some LTCHs endured negative 
margins, one-quarter of all LTCHs posted margins greater than 18 
percent. Because, in general, PPS policies are based on averages, we do 
not believe it would be appropriate to exclude or ``grandfather'' 
hospital groups based on their Medicare participation date from 
implementation of the Federal rate update for RY 2007. Therefore, the 
RY 2007 Federal rate established in this final rule, as discussed 
below, will be applicable to an LTCH regardless of the age of the 
facility.
    Comment: A few commenters questioned how CMS could justify 
proposing a zero update to the Federal rate for RY 2007, while at the 
same time proposing to postpone the implementation of the one-time 
adjustment to account for differences between actual and estimated 
payments for the first year of the LTCH PPS due to coding and other 
factors until July 1, 2008. One commenter asserted that this approach 
is contrary to PPS design and undermines the integrity and 
predictability of the payment system. The commenter also stated that 
CMS should pursue a one-time adjustment independent of a market basket 
update for RY 2007. Another commenter stated that CMS should use the 
zero update as the one-time adjustment and not extend the deadline.
    Response: The commenters are referring to the one-time prospective 
adjustment at Sec.  412.523(d)(3), which states that the Secretary may 
make a one-time prospective adjustment to the LTCH PPS rates by October 
1, 2006, so that the effect of any significant difference between 
actual payments and estimated payments for the first year of the LTCH 
PPS would not be perpetuated in the LTCH PPS rates for future years. As 
discussed in the RY 2007 LTCH PPS proposed rule (71 FR 4681 through 
4684), the purpose of this one-time adjustment is to ensure that 
ultimately, total payments under the LTCH PPS are ``budget neutral'' to 
what total payments would have been if the LTCH PPS were not 
implemented in FY 2003, by correcting for possible significant errors 
in the calculation of the FY 2003 LTCH PPS standard Federal rate. The 
one-time adjustment would ensure that any errors in past estimates 
would not be perpetuated in the LTCH PPS rates for future years, while 
the proposed adjustment to account for coding practices in the proposed 
update to the Federal rate for RY 2007 is intended to adjust payments 
made in FY 2004 to account for the increase in CMI due to improved 
documentation and coding rather than an increase in patient severity. 
Therefore, because the intended purposes of the adjustments are 
different, as explained above, we disagree with the commenter that the 
zero percent update to the Federal rate for RY 2007 is ``contrary to 
the PPS design and undermines the integrity and predictability of the 
payment system.'' Furthermore, we do not believe that the proposed zero 
percent update to the Federal rate for RY 2007 should replace the 
possible one-time budget neutrality

[[Page 27826]]

adjustment or vice versa since the intended purposes of the adjustments 
are different (as explained above in this section). However, as we 
noted in the RY 2007 LTCH PPS proposed rule and as we reiterated above, 
it is possible that the proposed zero percent update for the 2007 LTCH 
PPS rate year may make the one-time prospective adjustment to the LTCH 
PPS Federal rate, provided for under Sec.  412.523(d)(3), unnecessary 
if our comprehensive analysis of the LTCH PPS determines that LTCH PPS 
payments and the costs for LTCH services have become aligned as a 
result of this change. Specifically, the purpose of the one-time budget 
neutrality adjustment under Sec.  412.523(d)(3) is intended to account 
for possible significant errors in the various factors and assumptions 
(not just case-mix increase) used in calculating the FY 2003 standard 
Federal rate. To the extent our review of FY 2003 LTCH data show, if by 
coincidence after updating the Federal rate by zero percent for RY 
2007, that the standard Federal rate is appropriate, any further 
adjustment to the Federal rate may be unnecessary. Similarly, if our 
comprehensive analysis of the LTCH PPS determines that the current 
Federal rate, which is based on the FY 2003 standard Federal rate, is 
inappropriate (that is, either too high or too low), then an adjustment 
under Sec.  412.523(d)(3) would be necessary.
    As discussed in greater detail in the RY 2007 LTCH PPS proposed 
rule (71 FR 4680 through 4682), we proposed to extend the deadline for 
making the possible one-time adjustment until July 1, 2008 because we 
do not now believe that we will have sufficient data to make the 
determination by the current deadline of October 1, 2006. Specifically, 
as discussed in greater detail below in section V.D.6. of this 
preamble, we believe that only through a thorough analysis of the most 
comprehensive and accurate data from the first year of the 
implementation of the LTCH PPS for FY 2003 (including settled and fully 
audited cost reports) would we be able to reliably determine whether 
the one-time prospective adjustment to the standard Federal rate, which 
if issued would have an impact on all future payments under the LTCH 
PPS, should be proposed. Given the lag time required for typical cost 
report settlement involving submission, desk review, and in some cases 
an audit, which can take approximately 2 additional years to complete 
(and we expect to audit a number of LTCH cost reports for the purpose 
of this analysis), we do not believe that the October 1, 2006 deadline 
established in Sec.  412.523(d)(3) is now reasonable or realistic. In 
fact, we believe that for providers whose FY 2003 cost reporting 
periods began at the end of FY 2003 (that is, September 2003) and ended 
in August 2004, we would be in possession of the most reliable cost 
report data indicating the actual costs of the Medicare program of the 
LTCH PPS during the year in which we established the Federal payment 
rate by July 2007 and any proposed correction, if finalized, could then 
be implemented on July 1, 2008.
    To summarize, despite the concerns expressed by the commenters, as 
discussed above, we continue to believe that our CMI analysis and 
Medicare margins analysis are sound. We continue to believe that an 
update to the 2007 LTCH PPS rate year based on the LTCH PPS market 
basket, offset by an adjustment to account for changes in coding 
practices, is appropriate to protect the integrity of the Medicare 
Trust Fund by ensuring that the LTCH PPS payment rates better reflect 
the true costs of treating LTCH patients.
    Therefore, in this final rule, under the broad discretionary 
authority conferred upon the Secretary by section 123 of the BBRA as 
amended by section 307(b) of the BIPA to include appropriate 
adjustments, including updates, in the establishment of the LTCH PPS, 
as proposed, we are revising the annual update to the LTCH PPS standard 
Federal rate set forth at Sec.  412.523(a)(2) for the 2007 LTCH PPS 
rate year to adjust the payment amount for LTCH inpatient hospital 
services to eliminate the effect of coding or classification changes 
that do not reflect real changes in LTCHs' case-mix. As discussed in 
the RY 2007 LTCH PPS proposed rule and as reiterated above, it is 
important to eliminate the effect of coding or classification changes 
because, they do not reflect the true cost of treating patients.
    Specifically, in this final rule, we are revising Sec.  
412.523(c)(3)(iii) to specify that the standard Federal rate for the 
LTCH PPS rate year beginning July 1, 2006 and ending June 30, 2007, 
will be the standard Federal rate from the previous year, as explained 
below. A zero percent update factor will reflect an adjustment to the 
market basket update to account for the increase in the apparent case-
mix in the prior period. As explained in the RY 2007 LTCH PPS proposed 
rule (71 FR 4669), based on our analysis of the observed LTCH case-mix 
increase, we estimate that 4 percent of the 6.75 percent calculated 
observed LTCH CMI increase is due to improvements in documentation and 
coding and not due to an increase in the severity of the patients being 
treated at LTCHs. As previously noted, the Federal payment rate was 
offset by 0.34 percent to reflect expected behavioral changes, 
including changes in coding. The recent estimate of apparent CMI 
increase (4 percent) indicates that an additional 3.66 percent 
adjustment (4 percent apparent CMI increase minus 0.34 percent 
behavioral offset) should be made to the Federal payment rate to 
account for improvements in coding.
    Therefore, in the RY 2007 LTCH PPS proposed rule (71 FR 4669), we 
proposed a zero percent update by offsetting the most recent estimate 
of the proposed RPL market basket for RY 2007 of 3.6 percent by an 
adjustment for changes in coding practices of 3.66 (that is, 4.0 - 0.34 
= 3.66), which is within rounding of zero percent. As discussed above 
in section V.B.4. of this final rule, the most recent estimate of the 
RPL market basket for RY 2007 is 3.4 percent, which is 0.2 percent 
lower than the estimate of the RPL market basket for RY 2007 at the 
time of the development of the proposed rule. Although we note the most 
recent update of the market basket discussed in this final rule is 0.2 
percent lower than the estimate of the market basket discussed in the 
RY 2007 LTCH PPS proposed rule, we continue to believe that a zero 
percent update to the Federal rate for RY 2007 is appropriate and will 
account for changes in coding practices that do not reflect increased 
severity of LTCH patients for the reasons discussed below. As discussed 
in greater detail above, changes in CMI consist of ``real'' CMI changes 
and ``apparent'' CMI changes. In determining the proposed zero percent 
update to the Federal rate for RY 2007, we measured LTCHs' observed 
case-mix increase between FY 2003 and FY 2004, and we used the average 
case-mix increase from the 3 years prior to the implementation of the 
LTCH PPS as a proxy for the portion of that observed case-mix increase 
that we consider to be ``real.'' We do not believe that there is a 
significant difference between the most recent estimate of the market 
basket for RY 2007 (3.4 percent) and the estimate used in the RY 2007 
LTCH PPS proposed rule (3.6 percent). Furthermore, there could be some 
minimal variation in how much of the observed case-mix increase 
represents real case-mix changes. In addition, because the proposed 
update for RY 2007 at proposed Sec.  412.523(c)(3)(iii) explicitly 
specified that the RY 2007 standard Federal rate would be the previous 
LTCH PPS rate year updated by an update factor of zero percent, we 
believe some commenters may not have

[[Page 27827]]

been aware that the final update for RY 2007 could have been different 
than (that is, greater than or less than) zero percent. Thus, we 
believe that the best approach in this final rule is to adopt an update 
factor of zero percent. For these reasons, we believe that a zero 
percent update to the Federal rate for RY 2007 will appropriately 
account for changes in coding practices that do not reflect increased 
severity of LTCH patients. We note that, as discussed above, a zero 
percent update is consistent with MedPAC's LTCH PPS update 
recommendation for RY 2007. Therefore, in this final rule, under the 
broad discretionary authority conferred upon the Secretary by section 
123(a) of the BBRA as amended by section 307(b) of the BIPA to include 
appropriate adjustments, including updates, in the establishment of the 
LTCH PPS, for the reasons discussed previously in this final rule, we 
are establishing a zero percent update to the standard Federal rate for 
RY 2007. Accordingly, we are specifying under Sec.  412.525(c)(3)(iii) 
that the standard Federal rate for the LTCH PPS rate year July 1, 2006 
through June 30, 2007, will be the standard Federal rate from the 
previous LTCH PPS rate year. Based on the zero percent update to the 
Federal rate for RY 2007 LTCH PPS rate year, the LTCH PPS standard 
Federal rate for the 2007 LTCH PPS rate year will be $38,086.04, as 
discussed in section V.C.4. of this final rule.
    As discussed in section V.B.4. of this preamble, the most recent 
estimate of the LTCH PPS market basket is 3.4 percent for the 2007 LTCH 
PPS rate year. If we were not revising Sec.  412.523(c)(3) to provide a 
zero percent update to the standard Federal rate for the 2007 LTCH PPS 
rate year to account for changes in coding that do not reflect real 
changes in the severity and cost of LTCH patients presented in this 
final rule, under existing Sec.  412.523(c)(3)(ii) the update would be 
3.4 percent. We also note that although we are establishing a zero 
percent update to the Federal rate for RY 2007 in this final rule, we 
continue to believe that, based on the sizeable Medicare margins among 
LTCHs, the standard Federal rate for the 2007 LTCH PPS rate year 
established in this final rule will not affect beneficiary access to 
LTCH services since LTCHs would continue to be paid adequately to 
reflect the cost of resources needed to treat Medicare beneficiaries.
    As we noted in the RY 2007 LTCH PPS proposed rule (71 FR 4670), the 
revision to Sec.  412.525(c)(3) established in this final rule will 
only address an update to the LTCH PPS Federal rate through the 2007 
LTCH PPS rate year. We will propose future revisions to Sec.  
412.525(c)(3) to address future proposed updates to the LTCH PPS 
Federal rates in future rate years based on an analysis of the most 
recent available LTCH data that would be presented in upcoming LTCH 
proposed rules. As noted previously in this final rule and in the 
August 30, 2002 final rule (67 FR 56097), we are examining the 
potential for developing and implementing an update framework under the 
LTCH PPS. We believe an update framework, used in combination with the 
market basket, will enhance the methodology for updating payments by 
addressing factors beyond changes in pure input prices (measured by the 
market basket) such as case-mix, intensity, and productivity. (As noted 
in section V.C.2 of this final rule, a preliminary model of an update 
framework that may be proposed at some later date for future use under 
the LTCH PPS is presented in Appendix A of this final rule.) However, 
we are not proposing a specific annual update framework until we have 
collected sufficient complete LTCH PPS data to evaluate payments and 
costs under the LTCH PPS.
    As discussed in the RY 2007 LTCH PPS proposed rule (71 FR 4670), 
currently as implemented in Sec.  412.523(d)(3), we are providing for 
the possibility of making a one-time prospective adjustment to the LTCH 
PPS rates so that any significant difference from actual payments and 
the estimated payments for the first year of the LTCH PPS is not 
perpetuated in the prospective payment rates for future years. As 
discussed in section V.D.5. of this final rule, we are not making an 
adjustment to the LTCH PPS rates under Sec.  412.523(d)(3) in this 
final rule; however, we will continue to collect and interpret new data 
to determine if an adjustment should be proposed in the future. In 
addition, as also discussed in section IV.D.5. of this final rule, we 
are postponing the deadline of the possible one-time prospective 
adjustment to the LTCH PPS rates provided for in Sec.  412.523(d)(3) to 
July 1, 2008 in order to maximize the availability of data used to 
conduct a comprehensive evaluation of the LTCH PPS. However, as 
explained above in this section, the zero percent update to the Federal 
rate for the 2007 LTCH PPS rate year may make this one-time prospective 
adjustment to the LTCH PPS Federal rate unnecessary if our 
comprehensive analysis of the LTCH PPS determines that LTCH PPS 
payments and the costs for LTCH services become aligned as a result of 
this change.
4. Standard Federal Rate for the 2007 LTCH PPS Rate Year
    In the RY 2006 LTCH PPS final rule (70 FR 24180), we established a 
standard Federal rate of $38,086.04 for the 2006 LTCH PPS rate year 
that was based on the best available data and policies established in 
that final rule. In the RY 2007 LTCH PPS proposed rule (71 FR 4670), we 
proposed a standard Federal rate of $38,086.04 for the 2007 LTCH PPS 
rate year based on the best available data and policies presented in 
that proposed rule. As we stated in that proposed rule, the standard 
Federal rate of $38,086.04 was already adjusted for differences in 
case-mix, wages, cost-of-living, and high-cost outlier (HCO) payments. 
Therefore, we did not propose to make additional adjustments in the RY 
2006 LTCH PPS standard Federal rate for those factors (70 FR 24180). In 
this final rule, we are revising Sec.  412.523(c)(3) to establish a 
standard Federal rate based on a zero percent update as discussed above 
in section V. B. of this final rule. Therefore, based on the zero 
percent update, the standard Federal rate for RY 2007 will be 
$38,086.04. Since the standard Federal rate for the 2007 LTCH PPS rate 
year has already been adjusted for differences in case-mix, wages, 
cost-of-living, and HCO payments, we are not making any additional 
adjustments in the standard Federal rate for these factors.

D. Calculation of LTCH Prospective Payments for the 2007 LTCH PPS Rate 
Year

    The basic methodology for determining prospective payment rates for 
LTCH inpatient operating and capital-related costs is set forth in 
Sec.  412.515 through Sec.  412.532. In accordance with Sec.  412.515, 
we assign appropriate weighting factors to each LTC-DRG to reflect the 
estimated relative cost of hospital resources used for discharges 
within that group as compared to discharges classified within other 
groups. The amount of the prospective payment is based on the standard 
Federal rate, established under Sec.  412.523, and adjusted for the 
LTC-DRG relative weights, differences in area wage levels, cost-of-
living in Alaska and Hawaii, HCOs, and other special payment provisions 
(SSOs under Sec.  412.529 and interrupted stays under Sec.  412.531).
    In accordance with Sec.  412.533, during the 5-year transition 
period, payment is based on the applicable transition blend percentage 
of the adjusted Federal rate and the reasonable cost-based payment rate 
unless the LTCH makes a one-time election to receive payment based on

[[Page 27828]]

100 percent of the Federal rate. A LTCH defined as ``new'' under Sec.  
412.23(e)(4) is paid based on 100 percent of the Federal rate with no 
blended transition payments (Sec.  412.533(d)). As discussed in the 
August 30, 2002 final rule (67 FR 56038), and in accordance with Sec.  
412.533(a), the applicable transition blends are as shown in Table 5.

                                 Table 5
------------------------------------------------------------------------
                                                            Reasonable
 Cost reporting periods beginning on or    Federal rate     cost-based
                  after                     percentage     payment rate
                                                            percentage
------------------------------------------------------------------------
October 1, 2002.........................              20              80
October 1, 2003.........................              40              60
October 1, 2004.........................              60              40
October 1, 2005.........................              80              20
October 1, 2006.........................             100               0
------------------------------------------------------------------------

    Accordingly, for cost reporting periods beginning during FY 2005 
(that is, on or after October 1, 2004, and on or before September 30, 
2005), blended payments under the transition methodology are based on 
40 percent of the LTCH's reasonable cost-based payment rate and 60 
percent of the adjusted LTCH PPS Federal rate. For cost reporting 
periods that begin during FY 2006 (that is, on or after October 1, 2005 
and on or before September 30, 2006), blended payments under the 
transition methodology will be based on 20 percent of the LTCH's 
reasonable cost-based payment rate and 80 percent of the adjusted LTCH 
PPS Federal rate. For cost reporting periods beginning on or after 
October 1, 2006 (FY 2007), Medicare payment to LTCHs will be determined 
entirely (100 percent) under the LTCH PPS Federal rate.
1. Adjustment for Area Wage Levels
a. Background
    Under the authority of section 123 of the BBRA as amended by 
section 307(b) of the BIPA, we established an adjustment to the LTCH 
PPS Federal rate to account for differences in LTCH area wage levels at 
Sec.  412.525(c). The labor-related share of the LTCH PPS Federal rate, 
currently estimated by the excluded hospital with capital market 
basket, is adjusted to account for geographic differences in area wage 
levels by applying the applicable LTCH PPS wage index. The applicable 
LTCH PPS wage index is computed using wage data from inpatient acute 
care hospitals without regard to reclassification under sections 
1886(d)(8) or 1886(d)(10) of the Act. Furthermore, as we discussed in 
the August 30, 2002 LTCH PPS final rule (67 FR 56015), we established a 
5-year transition to the full wage adjustment. The applicable wage 
index phase-in percentages are based on the start of a LTCH's cost 
reporting period as shown in Table 6.

           Table 6.--LTCH PPS Wage Index Phase-In Percentages
------------------------------------------------------------------------
 Cost reporting periods beginning   Phase-In percentage of the full wage
           on or after                             index
------------------------------------------------------------------------
October 1, 2002..................  \1/5\ (20 percent).
October 1, 2003..................  \2/5\ (40 percent).
October 1, 2004..................  \3/5\ (60 percent).
October 1, 2005..................  \4/5\ (80 percent).
October 1, 2006..................  \5/5\ (100 percent).
------------------------------------------------------------------------

    For example, for cost reporting periods beginning on or after 
October 1, 2004 and on or before September 30, 2005 (FY 2005), the 
applicable LTCH wage index value is three-fifths of the applicable full 
LTCH PPS wage index value. Similarly, for cost reporting periods 
beginning on or after October 1, 2005 and on or before September 30, 
2006 (FY 2006), the applicable LTCH wage index value will be four-
fifths of the applicable full LTCH PPS wage index value. The wage index 
adjustment will be completely phased-in beginning with cost reporting 
periods beginning in FY 2007, that is, for cost reporting periods 
beginning on or after October 1, 2006, the applicable LTCH wage index 
value will be the full (five-fifths) LTCH PPS wage index value. As we 
established in the August 30, 2002 LTCH PPS final rule (67 FR 56018), 
the applicable full LTCH PPS wage index value is calculated from acute-
care hospital inpatient wage index data without taking into account 
geographic reclassification under sections 1886(d)(8) and (d)(10) of 
the Act.
    In that same final rule (67 FR 56018), we stated that we would 
continue to reevaluate LTCH data as they become available and would 
propose to adjust the phase-in if subsequent data support a change. As 
we discussed in the RY 2006 LTCH PPS final rule (70 FR 24181), because 
the LTCH PPS was only recently implemented (slightly over 2 years) and 
because of the time lag in availability of cost report data, sufficient 
new data have not been generated that would enable us to conduct a 
comprehensive reevaluation of the appropriateness of adjusting the 
phase-in. As we discussed in the RY 2007 LTCH PPS proposed rule (71 FR 
4670), we have reviewed the most recent data (FY 2002 through FY 2004) 
available and did not find any evidence to support a change in the 5-
year phase-in of the wage index. Specifically, our statistical analysis 
still does not show a significant relationship between LTCHs' costs and 
their geographic location. Therefore, in that proposed rule, we did not 
propose a change to the phase-in of the adjustment for area wage levels 
under Sec.  412.525(c). We received no comments on the phase-in of the 
wage index. Therefore, as we proposed, we are making no change in the 
5-year phase-in of the wage index in this final rule.

[[Page 27829]]

b. Geographic Classifications/Labor Market Area Definitions
    As discussed in the August 30, 2002 LTCH PPS final rule, which 
implemented the LTCH PPS (67 FR 56015 through 56019), in establishing 
an adjustment for area wage levels under Sec.  412.525(c), the labor-
related portion of a LTCH's Federal prospective payment is adjusted by 
using an appropriate wage index based on the labor market area in which 
the LTCH is located. In the 2006 LTCH PPS rate year final rule (70 FR 
24184 through 24185), in Sec.  412.525(c), we revised the labor market 
area definitions used under the LTCH PPS effective for discharges 
occurring on or after July 1, 2005 based on the Office of Management 
and Budget's (OMB) Core Based Statistical Area (CBSA) designations 
based on 2000 Census data because we believe that those new labor 
market area definitions will ensure that the LTCH PPS wage index 
adjustment most appropriately accounts for and reflects the relative 
hospital wage levels in the geographic area of the hospital as compared 
to the national average hospital wage level. As set forth in Sec.  
412.525(c)(2), a LTCH's wage index is determined based on the location 
of the LTCH in an urban or rural area as defined in Sec.  
412.64(b)(1)(ii)(A) through (C). An urban area under the LTCH PPS is 
defined at Sec.  412.64(b)(1)(ii)(A) and (B). In general, an urban area 
is defined as a Metropolitan Statistical Area (MSA) as defined by the 
OMB. (In addition, a few counties located outside of MSAs are 
considered urban as specified at Sec.  412.64(b)(1)(ii)(B).) Under 
Sec.  412.64(b)(1)(ii)(C), a rural area is defined as any area outside 
of an urban area.
    We note that these are the same CBSA-based designations implemented 
for acute care inpatient hospitals under the IPPS at Sec.  412.64(b) 
effective October 1, 2004 (69 FR 49026 through 49034). For further 
discussion of the labor market area (geographic classification) 
definitions used under the LTCH PPS, see the 2006 LTCH PPS rate year 
final rule (70 FR 24182 through 24191).
c. Labor-Related Share
    In the August 30, 2002 LTCH PPS final rule (67 FR 56016), we 
established a labor-related share of 72.885 percent based on the 
relative importance of the labor-related share of operating costs 
(wages and salaries, employee benefits, professional fees, postal 
services, and all other labor-intensive services) and capital costs of 
the excluded hospital with capital market basket based on FY 1992 data. 
In the June 6, 2003 final rule (68 FR 34142), in conjunction with our 
revision and rebasing of the excluded hospital with capital market 
basket from a FY 1992 to a FY 1997 base year, we discussed revising the 
labor-related share based on the relative importance of the labor-
related share of operating and capital costs of the excluded hospital 
with capital market basket based on FY 1997 data. However, in the June 
6, 2003 final rule (68 FR 34142), while we adopted the revised and 
rebased FY 1997-based LTCH PPS market basket as the LTCH PPS update 
factor for the 2004 LTCH PPS rate year, we decided not to update the 
labor-related share under the LTCH PPS pending further analysis of the 
current labor share methodology.
    In LTCH PPS final rules subsequent to the FY 2003 LTCH PPS final 
rule in which we established the current labor-related share (68 FR 
34142, 69 FR 25685 through 25686 and 70 FR 24182), we explained that 
the primary reason that we did not update the LTCH PPS labor-related 
share for the 2004, 2005 and 2006 LTCH PPS rate years was because of 
data and methodological concerns, which was the same reason for not 
updating the labor-related share under the IPPS for FY 2004 (68 FR 
45467 through 45468) and FY 2005 (69 FR 49069)), which are equally 
applicable to the LTCH PPS. We indicated that we would conduct further 
analysis to determine the most appropriate methodology and data for 
determining the labor-related share. We also stated that we would 
propose to update the IPPS and excluded hospital labor-related shares, 
if necessary, once our research is complete.
    In the FY 2006 IPPS final rule, the labor-related share under the 
IPPS that is ``estimated by the Secretary from time to time'' as 
specified in section 1886(d)(3)(E) of the Act was revised and rebased 
based on the FY 2002-based IPPS hospital market basket for discharges 
occurring on or after October 1, 2005 using our established methodology 
of defining the labor-related share as the national average proportion 
of operating costs that are attributable to wages and salaries, fringe 
benefits, professional fees, contract labor, and labor intensive 
services. Therefore, the IPPS labor-related share ``estimated by the 
Secretary from time to time'' was calculated by adding the relative 
weights for these operating cost categories. In that same final rule we 
stated that we continue to believe, as we stated in the past, that 
these operating cost categories likely are related to, are influenced 
by, or vary with the local markets (70 FR 47392 through 47393). (We 
note that section 403 of the MMA amended sections 1886(d)(3)(E) and 
1886(d)(9)(C)(iv) of the Act to provide that the Secretary must employ 
62 percent as the labor-related share under the IPPS unless this 
employment ``would result in lower payments than would otherwise be 
made.'') In that same final rule, we also revised and rebased the 
excluded hospital market basket, which is used to update the reasonable 
cost-based portion of LTCHs' blended transition payments (70 FR 47399 
through 47403).
    As we stated previously, once our research into the labor-related 
share methodology was complete, we would update the IPPS and excluded 
hospital labor-related shares based on that research and the best 
available data if necessary. In the RY 2007 LTCH PPS proposed rule (71 
FR 4671 through 4672), we proposed to update the LTCH PPS labor-related 
share based on the proposed RPL market basket (which is described in 
section V.B. of this preamble). As explained in that proposed rule, we 
proposed to adopt the RPL market basket under the LTCH PPS because we 
believe that this market basket would be developed based on the best 
available data that reflect the cost structures of LTCHs. Therefore, we 
proposed to revise the LTCH PPS labor-related share from 72.885 percent 
(as established in the August 30, 2002 final rule (67 FR 56016) based 
on the FY 1997-based excluded hospital with capital market basket) to 
75.923 percent based on the relative importance of the labor-related 
share of operating costs (wages and salaries, employee benefits, 
professional fees, and all other labor-intensive services) and capital 
costs of the RPL market basket based on FY 2002 data. We also proposed 
that if more recent data become available before the publication of the 
final rule and if we ultimately revise the LTCH PPS labor-related share 
based on the proposed FY 2002-based RPL market basket, we would use 
that data to determine the labor-related share for the 2007 LTCH PPS 
rate year in the final rule.
    We received no comments on our proposal to update the LTCH PPS 
labor-related share based on the RPL market basket beginning in RY 
2007. (As discussed above, we received a few comments on our proposal 
to adopt the RPL market basket under the LTCH PPS. Those comments and 
responses are presented in section V.B. of this preamble.) Therefore, 
in this final rule, we are updating the LTCH PPS labor-related share 
based on the RPL market basket (which is described in section V.B. of 
this preamble). We are adopting the RPL market basket under the LTCH 
PPS because we believe that this market

[[Page 27830]]

basket was developed based on the best available data that reflect the 
cost structures of LTCHs. As discussed in section V.B. of this 
preamble, we now have data from the first quarter of 2006 in 
determining the FY 2002-based RPL market basket. Based on this more 
recent data, in this final rule, we are revising the LTCH PPS labor-
related share from 72.885 percent (as established in the August 30, 
2002 final rule (67 FR 56016) based on the FY 1997-based excluded 
hospital with capital market basket) to 75.665 percent based on the 
relative importance of the labor-related share of operating costs 
(wages and salaries, employee benefits, professional fees, and all 
other labor-intensive services) and capital costs of the RPL market 
basket based on FY 2002 data, as discussed in greater detail below in 
this final rule. As discussed in the RY 2007 LTCH PPS proposed rule (71 
FR 4672), consistent with our historical practice, the labor-related 
share is determined by identifying the national average proportion of 
operating costs that are related to, influenced by, or varies with the 
local labor market. Using our current definition of labor-related, the 
labor-related share is the sum of the relative importance of wages and 
salaries, fringe benefits, professional fees, labor-intensive services, 
and a portion of the capital share from an appropriate market basket. 
We are using the FY 2002-based RPL market basket costs to determine the 
labor-related share for the LTCH PPS effective for discharges occurring 
on or after July 1, 2006 as it is based on the most recent available 
data. The labor-related share for the 2007 LTCH PPS rate year will be 
the sum of the relative importance of each labor-related cost category, 
and will reflect the different rates of price change for these cost 
categories between the base year (FY 2002) and the 2007 LTCH PPS rate 
year. Based on the most recent available data, the sum of the relative 
importance for 2007 LTCH PPS rate year for operating costs (wages and 
salaries, employee benefits, professional fees, and labor-intensive 
services) will be 71.586, as shown in Table 7. The portion of capital 
that is influenced by the local labor market is estimated to be 46 
percent, which is the same percentage used in the FY 1997-based 
excluded hospital with capital market basket currently used under the 
LTCH PPS. Since the relative importance for capital will be 8.867 
percent of the FY 2002-based RPL market basket for the 2007 LTCH PPS 
rate year based on the latest available data, we are multiplying the 
estimated portion of capital influenced by the local labor market (46 
percent) by the relative importance for capital of the FY 2002-based 
RPL market basket (8.867 percent) to determine the labor-related share 
of capital for the 2007 LTCH PPS rate year. The result will be 4.079 
percent (0.46 x 8.867 percent), which we add to 71.586 percent for the 
operating cost amount to determine the total labor-related share for 
the 2007 LTCH PPS rate year. Thus, based on the latest available data, 
we are using a labor-related share of 75.665 percent under the LTCH PPS 
for the 2007 LTCH PPS rate year. This labor-related share is determined 
using the same methodology as employed in calculating the current LTCH 
labor-related share (67 FR 56016).
    Table 7 shows the 2007 LTCH PPS rate year relative importance 
labor-related share using the FY 2002-based RPL market basket and the 
current relative importance labor-related share using the FY 1997-based 
excluded hospital with capital market basket.

  Table 7.--Total Labor-Related Share--Relative Importance for the 2007
 for the RPL Market Basket and the Excluded Hospital With Capital Market
                                 Basket
------------------------------------------------------------------------
                                                           FY 1997-based
                                           FY 2002-based     excluded
                                            RPL market     hospital with
                                              basket      capital market
                                             relative         basket
              Cost category                 importance      importance
                                           (percent) for     (percent
                                           the 2007 LTCH  currently used
                                           PPS rate year  under relative
                                                           the LTCH PPS)
------------------------------------------------------------------------
Wages and salaries......................          52.506          48.021
Employee benefits.......................          14.042          11.534
Professional fees.......................           2.886           4.495
Postal Services*........................  ..............           0.635
All other labor-intensive services**....           2.152           4.411
                                         -------------------------------
    Subtotal............................          71.586          69.096
                                         ===============================
Labor-related share of capital costs....           4.079           3.222
                                         ===============================
        Total...........................          75.665         72.318
------------------------------------------------------------------------
* No longer considered labor related.
** Other labor intensive services includes landscaping services,
  services to buildings, detective and protective services, repair
  services, laundry services, advertising, auto parking and repairs,
  physical fitness facilities, and other government enterprises.

d. Wage Index Data
    In the RY 2006 LTCH PPS final rule (70 FR 24190 through 24191), we 
established LTCH PPS wage index values for the 2006 LTCH PPS rate year 
calculated from the same data (generated in cost reporting periods 
beginning during FY 2000) used to compute the FY 2005 acute care 
hospital inpatient wage index data without taking into account 
geographic reclassification under sections 1886(d)(8) and (d)(10) of 
the Act because that was the best available data at that time. The LTCH 
wage index values applicable for discharges occurring on or after July 
1, 2005 through June 30, 2006 are shown in Table 1 (for urban areas) 
and Table 2 (for rural areas) in the Addendum to the RY 2006 LTCH PPS 
final rule. Acute care hospital inpatient wage index data are also used 
to establish the wage index adjustment used in the IRF PPS, HHA PPS, 
and SNF PPS. As we discussed in the August 30, 2002 LTCH PPS final

[[Page 27831]]

rule (67 FR 56019), since hospitals that are excluded from the IPPS are 
not required to provide wage-related information on the Medicare cost 
report and because we would need to establish instructions for the 
collection of this LTCH data in order to establish a geographic 
reclassification adjustment under the LTCH PPS, the wage adjustment 
established under the LTCH PPS is based on a LTCH's actual location 
without regard to the urban or rural designation of any related or 
affiliated provider.
    In the RY 2007 LTCH PPS proposed rule (71 FR 4673), under the broad 
authority conferred upon the Secretary by section 123 of the BBRA as 
amended by section 307(b) of the BIPA to determine appropriate 
adjustments under the LTCH PPS, for the 2007 LTCH PPS rate year, we 
proposed to use the same data (generated in cost reporting periods 
beginning during FY 2002) that was used to compute the FY 2006 acute 
care hospital inpatient wage index data without taking into account 
geographic reclassification under sections 1886(d)(8) and (d)(10) of 
the Act to determine the applicable wage index values under the LTCH 
PPS because these data (FY 2002) are the most recent complete data. In 
that same proposed rule, we explained that we are continuing to propose 
to use IPPS wage data as a proxy to determine the LTCH wage index 
values for the 2007 LTCH PPS rate year because both LTCHs and acute-
care hospitals are required to meet the same certification criteria set 
forth in section 1861(e) of the Act to participate as a hospital in the 
Medicare program and they both compete in the same labor markets, and 
therefore experience similar wage-related costs. We also noted that 
these data are the same FY 2002 acute care hospital inpatient wage data 
that were used to compute the FY 2006 wage indices currently used under 
the IPPS, SNF PPS and HHA PPS. The proposed wage index values that 
would be applicable for discharges occurring on or after July 1, 2006 
through June 30, 2007 are shown in Table 1 (for urban areas) and Table 
2 (for rural areas) in the Addendum to the RY 2007 LTCH PPS proposed 
rule (71 FR 4747 through 4771).
    We received no comments on the proposed wage index values that 
would be applicable for discharges occurring on or after July 1, 2006 
through June 30, 2007. Therefore, in this final rule, under the broad 
authority conferred upon the Secretary by section 123 of the BBRA as 
amended by section 307(b) of the BIPA to determine appropriate 
adjustments under the LTCH PPS, for the 2007 LTCH PPS rate year, we are 
using the same data (generated in cost reporting periods beginning 
during FY 2002) that was used to compute the FY 2006 acute care 
hospital inpatient wage index data without taking into account 
geographic reclassification under sections 1886(d)(8) and (d)(10) of 
the Act to determine the applicable wage index values under the LTCH 
PPS because these data (FY 2002) are the most recent complete data. We 
are continuing to use IPPS wage data as a proxy to determine the LTCH 
wage index values for the 2007 LTCH PPS rate year because both LTCHs 
and acute-care hospitals are required to meet the same certification 
criteria set forth in section 1861(e) of the Act to participate as a 
hospital in the Medicare program and they both compete in the same 
labor markets, and therefore experience similar wage-related costs. 
These data are the same FY 2002 acute care hospital inpatient wage data 
that were used to compute the FY 2006 wage indices currently used under 
the IPPS, SNF PPS and HHA PPS. The LTCH wage index values that will be 
applicable for discharges occurring on or after July 1, 2006 through 
June 30, 2007, are shown in Tables 1 (for urban areas) and Tables 2 
(for rural areas) in the Addendum to this final rule.
    As discussed in section V.D.1.a. of this preamble, the applicable 
wage index phase-in percentages are based on the start of a LTCH's cost 
reporting period beginning on or after October 1st of each year during 
the 5-year transition period. Thus, for cost reporting periods 
beginning on or after October 1, 2004 and before October 1, 2005 (FY 
2005), the labor portion of the standard Federal rate is adjusted by 
three-fifths of the applicable LTCH wage index value. For cost 
reporting periods beginning on or after October 1, 2005 and before 
October 1, 2006 (FY 2006), the labor portion of the standard Federal 
rate is adjusted by four-fifths of the applicable LTCH wage index 
value. Specifically, for a LTCH's cost reporting period beginning 
during FY 2006, for discharges occurring on or after July 1, 2006 
through June 30, 2007, the applicable wage index value will be four-
fifths of the full FY 2006 acute care hospital inpatient wage index 
data, without taking into account geographic reclassification under 
sections 1886(d)(8) and (d)(10) of the Act (shown in Tables 1 and 2 in 
the Addendum to this final rule).
    Because the phase-in of the wage index does not coincide with the 
LTCH PPS rate year (July 1st through June 30th), most LTCHs will 
experience a change in the wage index phase-in percentages during the 
LTCH PPS rate year. For example, during the 2007 LTCH PPS rate year, 
for a LTCH with a January 1 fiscal year, the four-fifths wage index 
will be applicable for the first 6 months of the 2007 LTCH PPS rate 
year (July 1, 2006 through December 31, 2006) and the full (five-
fifths) wage index will be applicable for the second 6 months of the 
2007 LTCH PPS rate year (January 1, 2007 through June 30, 2007). We 
also note that some providers will still be in the third year of the 5-
year phase-in of the LTCH wage index (that is, those LTCHs who entered 
the 5-year phase-in during their cost reporting periods that began 
between July 1, 2003 and September 30, 2003). For the remainder of 
those LTCHs' FY 2005 cost reporting periods that will coincide with the 
first 3 months of RY 2007, the applicable wage index value will be 
three-fifths of the full FY 2006 acute care hospital inpatient wage 
index data, without taking into account geographic reclassification 
under sections 1886(d)(8) and (d)(10) of the Act (as shown in Tables 1 
and 2 in the Addendum to this final rule). Since there are no longer 
any LTCHs in their cost reporting period that began during FY 2003 and 
FY 2004 (the first and second years of the 5-year wage index phase-in), 
we are no longer showing the \1/5\ and \2/5\ wage index values in 
Tables 1 and 2 in the Addendum to this final rule.
2. Adjustment for Cost-of-Living in Alaska and Hawaii
    In the August 30, 2002 final rule (67 FR 56022), we established, 
under Sec.  412.525(b), a cost-of-living adjustment (COLA) for LTCHs 
located in Alaska and Hawaii to account for the higher costs incurred 
in those States. In the RY 2006 LTCH PPS final rule (70 FR 24191), for 
the 2006 LTCH PPS rate year, we established that we make a COLA to 
payments for LTCHs located in Alaska and Hawaii by multiplying the 
standard Federal payment rate by the appropriate factor listed in Table 
I. of that same final rule.
    Similarly, in the RY 2007 LTCH PPS proposed rule (71 FR 4673 
through 4674), under broad authority conferred upon the Secretary by 
section 123 of the BBRA as amended by section 307(b) of the BIPA to 
determine appropriate adjustments under the LTCH PPS, for the 2007 LTCH 
PPS rate year we proposed to make a COLA to payments to LTCHs located 
in Alaska and Hawaii by multiplying the standard Federal payment rate 
by the factors listed in Table 8 of that proposed rule because those 
were currently the most recent available data. Those factors were 
obtained from the U.S. Office of

[[Page 27832]]

Personnel Management (OPM) and are currently used under the IPPS. In 
addition, we also proposed that if OPM releases revised COLA factors 
before March 1, 2006, we would use them for the development of the 
payments for the 2007 LTCH rate year and publish them in the LTCH PPS 
final rule.
    We received no comments on the proposed COLA factors for LTCHs 
located in Alaska and Hawaii for RY 2007. We also note that OPM has not 
released revised COLA factors since the publication of the RY 2007 LTCH 
PPS proposed rule. Therefore, in this final rule, under broad authority 
conferred upon the Secretary by section 123 of the BBRA as amended by 
section 307(b) of the BIPA to determine appropriate adjustments under 
the LTCH PPS, for the 2007 LTCH PPS rate year we are making a COLA to 
payments to LTCHs located in Alaska and Hawaii by multiplying the 
standard Federal payment rate by the factors listed in Table 8 because 
these are currently the most recent available data. These factors are 
obtained from OPM and are currently used under the IPPS.

    Table 8.--Cost-of-Living Adjustment Factors for Alaska and Hawaii
                Hospitals for the 2007 LTCH PPS Rate Year
------------------------------------------------------------------------

------------------------------------------------------------------------
Alaska:
  All areas..................................................       1.25
Hawaii:
  Honolulu County............................................       1.25
  Hawaii County..............................................      1.165
  Kauai County...............................................     1.2325
  Maui County................................................     1.2375
  Kalawao County.............................................     1.2375
------------------------------------------------------------------------

3. Adjustment for High-Cost Outliers (HCOs)
a. Background
    Under the broad authority conferred upon the Secretary by section 
123 of the BBRA as amended by section 307(b) of the BIPA, in the 
regulations at Sec.  412.525(a), we established an adjustment for 
additional payments for outlier cases that have extraordinarily high 
costs relative to the costs of most discharges. Providing additional 
payments for outliers strongly improves the accuracy of the LTCH PPS in 
determining resource costs at the patient and hospital level. These 
additional payments reduce the financial losses that would otherwise be 
caused by treating patients who require more costly care and, 
therefore, reduce the incentives to underserve these patients. We set 
the outlier threshold before the beginning of the applicable rate year 
so that total estimated outlier payments are projected to equal 8 
percent of total estimated payments under the LTCH PPS. Outlier 
payments under the LTCH PPS are determined consistent with the IPPS 
outlier policy.
    Under Sec.  412.525(a), we make outlier payments for any discharges 
if the estimated cost of a case exceeds the adjusted LTCH PPS payment 
for the LTC-DRG plus a fixed-loss amount. The fixed-loss amount is the 
amount used to limit the loss that a hospital will incur under the 
outlier policy for a case with unusually high costs. This results in 
Medicare and the LTCH sharing financial risk in the treatment of 
extraordinarily costly cases. Under the LTCH PPS HCO policy, the LTCH's 
loss is limited to the fixed-loss amount and a fixed percentage of 
costs above the marginal cost factor. We calculate the estimated cost 
of a case by multiplying the overall hospital cost-to-charge ratio 
(CCR) by the Medicare allowable covered charge. In accordance with 
Sec.  412.525(a)(3), we pay outlier cases 80 percent of the difference 
between the estimated cost of the patient case and the outlier 
threshold (the sum of the adjusted Federal prospective payment for the 
LTC-DRG and the fixed-loss amount).
    Under the LTCH PPS, we determine a fixed-loss amount, that is, the 
maximum loss that a LTCH can incur under the LTCH PPS for a case with 
unusually high costs before the LTCH will receive any additional 
payments. We calculate the fixed-loss amount by estimating aggregate 
payments with and without an outlier policy. The fixed-loss amount will 
result in estimated total outlier payments being projected to be equal 
to 8 percent of projected total LTCH PPS payments. Currently, MedPAR 
claims data and CCRs based on data from the most recent provider 
specific file (PSF) (or to the applicable Statewide average CCR if a 
LTCH's CCR data are faulty or unavailable) are used to establish a 
fixed-loss threshold amount under the LTCH PPS.
b. Cost-To-Charge Ratios (CCRs)
    In determining outlier payments, we calculate the estimated cost of 
the case by multiplying the LTCH's overall CCR by the Medicare 
allowable charges for the case.
    As we discussed in greater detail in the June 9, 2003 IPPS HCO 
final rule (68 FR 34506 through 34516), because the LTCH PPS HCO policy 
(Sec.  412.525) is modeled after the IPPS outlier policy, we believed 
that it and the SSO policy (Sec.  412.529) are susceptible to the same 
payment vulnerabilities that became evident under the IPPS, and 
therefore, merited revision. Thus, we revised the HCO policy at Sec.  
412.525(a) and short-stay policy at Sec.  412.529 in that same final 
rule for the determination of LTCHs' CCRs and the reconciliation of 
outlier payments.
    As discussed in the RY 2007 LTCH PPS proposed rule (71 FR 4674), 
under the LTCH PPS, a single prospective payment per discharge is made 
for both inpatient operating and capital-related costs, and therefore, 
we compute a single ``overall'' or ``total'' CCR for LTCHs based on the 
sum of their operating and capital costs (as described in Chapter 3, 
section 150.24, of the Medicare Claims Processing Manual (CMS Pub. 100-
4)) as compared to total charges. Specifically, a LTCH's CCR is 
calculated by dividing a LTCH's total Medicare costs (that is, the sum 
of its operating and capital inpatient routine and ancillary costs) 
divided by its total Medicare charges (that is, the sum of its 
operating and capital inpatient routine and ancillary charges).
    In the RY 2007 LTCH PPS proposed rule (71 FR 4674 through 4676, and 
4690 through 4692), we discussed our current methodology for 
determining hospitals' CCRs under the LTCH PPS HCO and SSO policies, 
and we presented a proposal to refine our methodology for determining 
the annual CCR ceiling and statewide average CCRs. In that same 
proposed rule, we also discussed our existing policy for the 
reconciliation of LTCH PPS high-cost and SSO payments along with our 
proposal to codify in subpart O of part 412 those policies, including 
proposed modifications and editorial clarifications to the existing 
policies.
    Historically, annual updates to the LTCH CCR ceiling and statewide 
average CCRs have been effective October 1. In the RY 2007 LTCH PPS 
proposed rule, we proposed revisions to the policies governing the 
determination of LTCHs' CCRs and the reconciliation of HCO and SSO 
payments which would be effective October 1, 2006. In addition, we 
stated that the specific LTCH CCR ceiling and statewide average CCRs 
reflecting these proposed policy changes, which would be effective 
October 1, 2006, and would be presented in the annual IPPS proposed and 
final rules.
    We received a few specific comments concerning the proposed changes 
to the policies governing the determination of LTCHs' CCRs. Several 
other commenters referenced one of the specific comments of another 
commenter on the proposed changes to the methodology for determining 
LTCH CCRs in their own comments on the RY 2007 LTCH PPS proposed rule. 
Based on a commenter's synopsis of our proposed changes

[[Page 27833]]

concerning the determination of LTCH's CCRs, we believe that the 
commenters clearly understood the nature and purpose of the proposed 
changes. However, the commenters stated that in the RY 2007 LTCH PPS 
proposed rule, we did not provide an analysis of the effect of the 
proposed change, nor did we provide an example of the new CCR values 
under this proposed methodology. Another commenter did not ``object in 
concept to the proposed combination of [IPPS] operating and capital 
cost-to-charge ratios' to compute a ``total'' CCR for each IPPS 
hospital by adding together each hospital's operating CCR and its 
capital CCR from which to compute the LTCH CCR ceiling and applicable 
statewide average CCRs. However, the commenter also pointed out that we 
did not provide any impact data and requested that we defer adoption of 
the proposed change until such data are provided for comment. 
Therefore, in the FY 2007 IPPS proposed rule (71 FR 24126 through 
24135), we again proposed these same changes to the policies governing 
the determination of LTCHs' CCRs and the reconciliation of HCO and SSO 
payments that we proposed in the RY 2007 LTCH PPS proposed rule. Along 
with that proposal, we also included in that IPPS proposed rule the 
values of the proposed LTCH CCR ceiling (1.131) and the proposed 
statewide average LTCH CCRs (as shown in Table 8C of the FY 2007 IPPS 
proposed rule; 71 FR 24377) that would be effective October 1, 2006, 
based on our proposed policy changes (along with the proposed values of 
the LTCH CCR ceiling and statewide average CCRs that would be 
determined under our current methodology). Therefore, in this final 
rule, we are not finalizing any changes to the policies governing the 
determination of LTCHs' CCRs or the reconciliation of LTCH PPS HCO and 
SSO payments. We will further respond to any comments received on the 
proposal concerning changes to the policies governing the determination 
of LTCHs' CCRs and the reconciliation of LTCH PPS HCO and SSO payments 
presented again in the FY 2007 IPPS proposed rule (71 FR 24126 through 
24132) in the FY 2007 IPPS final rule that will be published this 
summer.
c. Establishment of the Fixed-Loss Amount
    When we implemented the LTCH PPS, as discussed in the August 30, 
2002 final rule (67 FR 56022 through 56026), under the broad authority 
of section 123 of the BBRA as amended by section 307(b) of the BIPA, we 
established a fixed-loss amount so that total estimated outlier 
payments are projected to equal 8 percent of total estimated payments 
under the LTCH PPS. To determine the fixed-loss amount, we estimate 
outlier payments and total LTCH PPS payments for each case using claims 
data from the MedPAR files. Specifically, to determine the outlier 
payment for each case, we estimate the cost of the case by multiplying 
the Medicare covered charges from the claim by the LTCH's hospital 
specific CCR. Under Sec.  412.525(a)(3), if the estimated cost of the 
case exceeds the outlier threshold (the sum of the adjusted Federal 
prospective payment for the LTC-DRG and the fixed-loss amount), we pay 
an outlier payment equal to 80 percent of the difference between the 
estimated cost of the case and the outlier threshold (the sum of the 
adjusted Federal prospective payment for the LTC-DRG and the fixed-loss 
amount).
    In the RY 2006 LTCH PPS final rule (70 FR 24194), in calculating 
the fixed-loss amount that would result in outlier payments projected 
to be equal to 8 percent of total estimated payments for the 2006 LTCH 
PPS rate year, we used claims data from the December 2004 update of the 
FY 2004 MedPAR files and CCRs from the December 2004 update of the PSF, 
as that was the best available data at that time. As we discussed in 
that same final rule (70 FR 24193 through 24194), we believe that CCRs 
from the PSF were the best available CCR data for determining LTCHs' 
PPS payments during the 2006 LTCH PPS rate year because they were the 
most recently available CCRs (at that time) actually used to make LTCH 
PPS payments.
    As we also discussed in the RY 2006 LTCH PPS rate year final rule 
(70 FR 24192 through 24193), we calculated a single fixed-loss amount 
for the 2006 LTCH PPS rate year based on the version 22.0 of the 
GROUPER, which was the version in effect as of the beginning of the 
LTCH PPS rate year (that is, July 1, 2005 for the 2006 LTCH PPS rate 
year). In addition, we applied the current outlier policy under Sec.  
412.525(a) in determining the fixed-loss amount for the 2006 LTCH PPS 
rate year; that is, we assigned the applicable Statewide average CCR 
only to LTCHs whose CCRs exceeded the ceiling (and not when they fell 
below the floor). Accordingly, we used the FY 2005 IPPS combined 
operating and capital CCR ceiling of 1.409 (70 FR 24192). (Our 
rationale for using the FY 2005 combined IPPS operating and capital CCR 
ceiling for LTCHs is stated in section V.D.3.b. of this preamble.) As 
noted in that same final rule, in determining the fixed-loss amount for 
the 2006 LTCH PPS rate year using the CCRs from the PSF, there were no 
LTCHs with missing CCRs or with CCRs in excess of the current ceiling 
and, therefore, there was no need for us to independently assign the 
applicable Statewide average CCR to any LTCHs in determining the fixed-
loss amount for the 2006 LTCH PPS rate year (as this may have already 
been done by the FI in the PSF in accordance with the established 
policy).
    Accordingly, in the RY 2006 LTCH PPS final rule (70 FR 24194), we 
established a fixed-loss amount of $10,501 for the 2006 LTCH PPS rate 
year. Thus, we pay an outlier case 80 percent of the difference between 
the estimated cost of the case and the outlier threshold (the sum of 
the adjusted Federal LTCH PPS payment for the LTC-DRG and the fixed-
loss amount of $10,501).
    In the RY 2007 LTCH PPS proposed rule (71 FR 4676 through 4678), we 
used the June 2005 update of the FY 2004 MedPAR claims data to 
determine a fixed-loss amount that would result in outlier payments 
projected to be equal to 8 percent of total estimated payments, based 
on the policies described in that proposed rule, because those data 
were the most recent complete LTCH data available at that time. 
Furthermore, we proposed to determined the fixed-loss amount based on 
the version of the GROUPER that would be in effect as of the beginning 
of the 2007 LTCH PPS rate year (July 1, 2006), that is, Version 23.0 of 
the GROUPER (70 FR 47324).
    As also discussed in the RY 2007 LTCH PPS proposed rule (71 FR 
4676), we used CCRs from the June 2005 update of the PSF for 
determining the fixed-loss amount for the 2007 LTCH PPS rate year as 
they were the most recent complete available data at that time. We 
further proposed that if more recent CCR data are available, we propose 
to use it for determining the fixed-loss amount for the 2007 LTCH PPS 
rate year in the final rule. In determining the proposed fixed-loss 
amount for the 2007 LTCH PPS rate year, we also used the current FY 
2006 applicable IPPS combined operating and capital CCR ceiling of 
1.423 and Statewide average CCRs (as discussed in the FY 2006 IPPS 
final rule (70 FR 47496) and established in Transmittal 692 (September 
30, 2005)) such that the current applicable Statewide average CCR will 
be assigned if, among other things, a LTCH's CCR exceeded the current 
ceiling (1.423). As explained in the RY 2007 LTCH PPS proposed rule (71 
FR 4677), our rationale for using the existing LTCH CCR ceiling and

[[Page 27834]]

Statewide average CCRs to determine the proposed RY 2007 fixed-loss 
amount even though we proposed to change our methodology for 
determining the CCR ceiling and Statewide average CCRs effective for 
discharges occurring on or after October 1, 2006, was because, based on 
our analysis of the data used to determine the FY 2006 LTCH CCR 
ceiling, we believe that the proposed methodology change would result 
in a minor change in the numerical value of the LTCH CCR ceiling, and 
therefore, would have a negligible effect on the LTCHs' CCRs used to 
determine the proposed fixed-loss amount for the 2007 LTCH PPS rate 
year. Moreover, as we noted in that same proposed rule, in determining 
the proposed fixed-loss amount for the 2007 LTCH PPS rate year using 
the CCRs from the PSF, there was no need for us to independently assign 
the applicable Statewide average CCR to any LTCHs (as this may have 
already been done by the FI in the PSF in accordance with our 
established policy).
    In the RY 2007 LTCH PPS proposed rule (71 FR 4677), based on the 
data and policies described in that proposed rule, the proposed fixed-
loss amount would be $18,489 for the 2007 LTCH PPS rate year. Thus, we 
would pay an outlier case 80 percent of the difference between the 
estimated cost of the case and the outlier threshold (the sum of the 
adjusted Federal LTCH payment for the LTC-DRG and the fixed-loss amount 
of $18,489). We also noted that the proposed fixed-loss amount for the 
2007 LTCH PPS rate year was significantly higher than the current 
fixed-loss amount of $10,501. In that proposed rule, we explained that 
the change in the proposed fixed-loss amount was primarily due to the 
projected decrease in LTCH PPS payments resulting from the proposed 
change in the SSO policy under Sec.  412.529 and the changes to the 
LTC-DRG relative weights for FY 2006. Specifically, because we 
projected approximately an 11 percent decrease in aggregate LTCH PPS 
payments in the 2007 LTCH PPS rate year based on the proposed policies 
presented in the proposed rule, we believed that a proposed increase in 
the fixed-loss amount would be appropriate and necessary to maintain 
the requirement that estimated outlier payments would equal 8 percent 
of estimated total LTCH PPS payments, as required under Sec.  
412.525(a). Maintaining the proposed fixed-loss amount at the current 
level would result in HCO payments that significantly exceed the 
current regulatory requirement that estimated outlier payments will be 
projected to equal 8 percent of estimated total LTCH PPS payments.
    We also noted that in the August 30, 2002 final rule (67 FR 56022 
through 56024), based on our regression analysis, we established the 
outlier target at 8 percent of estimated total LTCH PPS payments to 
allow us to achieve a balance between the ``conflicting considerations 
of the need to protect hospitals with costly cases, while maintaining 
incentives to improve overall efficiency.'' In that same final rule (67 
FR 56023), we also explained that our regression analysis showed that 
additional increments of outlier payments over 8 percent (that is, 
raising the outlier target to a larger percentage than 8 percent) would 
reduce financial risk, but by successively smaller amounts. Since 
outlier payments are included in budget neutrality calculations, 
outlier payments would be funded by prospectively reducing the non-
outlier PPS payment rates by the proportion of projected outlier 
payments to projected total PPS payments in the absence of outlier 
payments; the higher the outlier target, the greater the (prospective) 
reduction to the base payment rate in order to maintain budget 
neutrality. Therefore, as another alternative to the proposed increase 
to the fixed-loss amount for RY 2007, in the RY 2007 LTCH PPS proposed 
rule (71 FR 4677 through 4678), we solicited comments on whether we 
should revisit the regression analysis discussed above in this section 
that was used to establish the existing 8 percent outlier target, using 
the most recent available data to evaluate whether the current outlier 
target of 8 percent should be adjusted, and therefore may result in 
less of an increase in the fixed-loss amount for RY 2007.
    As an alternative to proposing to raise the fixed-loss amount for 
FY 2007, in the RY 2007 LTCH PPS proposed rule (71 FR 4677), we also 
examined adjusting the marginal cost factor (that is, the percentage 
that Medicare will pay of the estimated cost of a case that exceeds the 
sum of the adjusted Federal prospective payment for the LTC-DRG and the 
fixed-loss amount for LTCH PPS outlier cases as specified in Sec.  
412.525(a)(3)), as a means of ensuring that estimated outlier payments 
would be projected to equal 8 percent of estimated total LTCH PPS 
payments. As we established in the August 30, 2002 final rule (67 FR 
56022 through 56026), under the LTCH PPS HCO policy at Sec.  
412.525(a)(3), the marginal cost factor is currently equal to 80 
percent. A marginal cost factor equal to 80 percent means that, for an 
outlier case, we pay the LTCH 80 percent of the difference between the 
estimated cost of the case and the outlier threshold (the sum of the 
adjusted Federal rate for the LTC-DRG PPS payment and the fixed-loss 
amount).
    Comment: Several commenters opposed any option that would allow CMS 
to revisit the regression analysis that was used to establish the 
existing 80 percent marginal cost factor and existing outlier target of 
8 percent. The commenters explained that the LTCH PPS is still in its 
early stages and further changes to the marginal cost factor or 8 
percent outlier target would result in instability to the system. The 
commenters cautioned against making any premature changes to the 
factors affecting HCO payments to LTCHS, particularly the marginal cost 
factor and outlier target established by regulation. Also, the 
commenters agreed that keeping the marginal cost factor at 80 percent 
and the outlier pool at 8 percent better identifies LTCH patients that 
are truly unusually costly cases, and that the policy appropriately 
addresses outlier cases that are significantly more expensive than non-
outlier cases.
    One commenter expressed concern about the proposed significant 
increase to the fixed-loss amount for RY 2007 and urged CMS to exempt 
LTCHs that have high case mix levels (that is, over 1.5) from this 
policy since they are more likely to have high cost cases. As an 
alternative, the commenter suggested that we increase the marginal cost 
factor to 90 percent or 100 percent instead of 80 percent.
    Response: We agree with the commenters that based on the regression 
analysis done for the implementation of the LTCH PPS (August 30, 2002; 
68 FR 56022 through 56026), keeping the marginal cost factor at 80 
percent and the outlier pool at 8 percent best identifies LTCH patients 
that are truly unusually costly cases, and that such a policy 
appropriately addresses LTCH HCO cases that are significantly more 
expensive than non-outlier cases. Furthermore, as we stated in the 
August 30, 2002 final rule (67 FR 56023 through 56027) that implemented 
the LTCH PPS, the marginal cost factor is designed to ensure ``a 
balance between the need to protect LTCHs financially, while 
encouraging them to treat expensive patients and maintaining the 
incentives of a PPS to improve the efficient delivery of care.'' 
Therefore, as supported by many commenters, we did not revisit the 
regression analysis that was used to establish the existing 80 percent 
marginal cost factor and existing outlier target of 8 percent for this 
final rule. Accordingly, we are not making

[[Page 27835]]

any changes to the marginal cost factor or outlier target for RY 2007 
in this final rule.
    We do not believe that it is necessary or appropriate to exempt 
LTCHs that have a high CMI from any changes to the HCO policy that 
would be established for RY 2007. We disagree with the commenter that a 
high case mix necessarily correlates to a higher likelihood of having 
unusually HCO cases. A LTCH's case-mix is defined as its case weighted 
average LTC-DRG relative weight for all its discharges in a given 
period. The relative weight for each LTC-DRG represents the resources 
needed by an average inpatient LTCH case in that LTC-DRG. For example, 
cases in an LTC-DRG with a relative weight of 2.0 will, on average, 
cost twice as much as cases in an LTC-DRG with a weight of 1.0, and 
therefore, on average, are paid twice as much as well. Thus, a ``high'' 
case-mix level is an indication of the level of intensity of the types 
of patients treated at a LTCH and not necessarily an indication of 
treating a large number of unusually high cost cases. In fact, LTCHs 
could have a relatively ``high'' CMI but have few or no HCO cases. 
Therefore, we are not adopting the commenters' suggestion to exempt 
LTCHs that have high case mix levels from any changes to the HCO policy 
that would be established for RY 2007.
    Furthermore, increasing the marginal cost factor to 90 percent or 
100 percent instead of 80 percent for hospitals with high case-mix 
would result in an increase in total estimated outlier payments 
because, as we explained in the RY 2006 LTCH PPS final rule (70 FR 
24195), we would pay a larger percentage of the estimated costs that 
exceed the outlier threshold (the sum of the adjusted Federal rate for 
the LTC-DRG and the fixed-loss amount). For example, if we were to 
increase the marginal cost factor to 90 percent without raising the 
fixed-loss amount or 8 percent outlier target, we would pay outlier 
cases an additional 10 percent (90 percent minus 80 percent) of the 
estimated costs that exceed the outlier threshold. This alternative 
would result in estimated outlier payments which would exceed the 
existing 8 percent outlier target required by the regulations.
    As we discussed in the RY 2007 LTCH PPS proposed rule (71 FR 4677), 
keeping the marginal cost factor at the current level of 80 percent 
while proposing to raise the fixed-loss amount to a level that will 
generate an estimated aggregate 8 percent outlier payments would afford 
more financial protection to LTCHs than proposing to lower the marginal 
cost factor and retain the current fixed loss amount. A relatively 
higher fixed-loss amount identifies fewer cases as HCO cases since the 
amount that the estimated cost of the case must exceed before the case 
qualifies as a HCO case is higher. However, this policy better 
identifies LTCH patients that are truly unusually costly cases, which 
is consistent with our intent of the LTCH HCO policy as stated when we 
implemented the LTCH PPS in the August 30, 2002 final rule (67 FR 
56025). As we discussed in that same final rule (67 FR 56023 through 
56024), our analysis of payment-to-cost ratios for outlier cases showed 
that a marginal cost factor of 80 percent appropriately addresses 
outlier cases that are significantly more expensive than nonoutlier 
cases, while simultaneously maintaining the integrity of the LTCH PPS. 
Therefore, as supported by several commenters, we are not revising the 
existing 80 percent marginal cost factor, and are not adopting the 
commenter's recommendation to increase the marginal cost factor.
    To summarize, consistent with the regression analysis that was used 
to establish the existing marginal cost factor and existing outlier 
target for RY 2007, the marginal cost factor will remain at 80 percent 
and estimated outlier payments will remain at 8 percent. As we stated 
in the RY 2007 LTCH PPS proposed rule (71 FR 4678), after revisiting 
the issue and an analysis of the most recent complete available data, 
due to the lag time in the availability of data, we now believe the 
most appropriate time to revisit any changes in the outlier policy 
(among other things), which would affect future LTCH PPS payment rates, 
would be after the conclusion of the 5-year transition period when we 
expect to have several years of data generated after the implementation 
of the LTCH PPS.
    Comment: One commenter believes that the estimated proposed 
reduction to aggregate LTCH PPS payments that would result from the 
proposed changes to the SSO policy causes a ``perverse'' consequence of 
an increase to the fixed-loss amount, thus lowering reimbursement for 
long-term, high cost cases. The commenter believes that LTCHs would 
suffer a double penalty of lower payments due to the proposed SSO 
policy and the proposed increase to the HCO fixed-loss amount. The 
commenter added that CMS has not provided an explanation how LTCHs 
would finance the added cost of these long stay, high cost cases (as a 
result of the proposed increase to the outlier threshold).
    One commenter noted that the proposed increase to the fixed-loss 
amount would cause hospitals that do not have many SSO cases to be 
inadequately reimbursed for their high cost cases. The commenter also 
added that the proposed increase to the fixed-loss amount coupled with 
the proposed zero percent increase to the Federal Rate would serve as a 
disincentive for LTCHs to accept patients with high costs and who also 
exceed the ALOS, thereby affecting patient access for these cases.
    Another commenter stated that the proposed increase to the outlier 
threshold failed to consider the acuity of patients and is based only 
on mathematics. The commenter added that the proposed adjustment to the 
fixed-loss amount would increase LTCHs' loss on these cases before they 
qualify for an additional payment as HCOs. The commenter recommended 
that if CMS believes an increase to the fixed-loss amount is warranted, 
CMS should increase the fixed-loss amount the same amount as the annual 
update factor.
    Several other commenters also expressed concern about the 
significant proposed increase to the fixed-loss amount and along with 
other commenters requested that CMS review and reconsider the proposed 
increase to the fixed-loss amount and consider establishing a lower 
fixed loss amount (than the proposed fixed-loss amount) for RY 2007 in 
the LTCH PPS final rule so that HCO cases receive appropriate payments.
    Response: While we understand the commenters concerns about the 
proposed increase to the fixed-loss amount, as we discussed in the RY 
2007 LTCH PPS proposed rule (71 FR 4677), the proposed increase to the 
fixed-loss amount had a direct correlation to our estimated decrease in 
aggregate LTCH PPS payments for RY 2007 that we projected would result 
primarily due to the proposed changes to the SSO policy.
    Although some of the commenters did suggest different alternatives 
to updating the fixed-loss amount, those suggestions are either not 
consistent with maintaining estimated outlier payments at the projected 
8 percent of total estimated payments or would require us to lower the 
marginal cost factor in order to maintain estimated outlier payments at 
8 percent of total estimated payments, which several commenters 
opposed. As we discussed above and consistent with the recommendation 
of several commenters, we did not revisit the regression analysis that 
was used as a basis to

[[Page 27836]]

establish the existing marginal cost factor and existing 8 percent 
outlier target, the marginal cost factor will remain at 80 percent and 
the outlier target will remain at 8 percent for RY 2007. Maintaining 
the fixed-loss amount at the current level, as we discussed in the RY 
2007 LTCH PPS proposed rule (71 FR 4677) would result in HCO payments 
that significantly exceed the current regulatory requirement that 
estimated outlier payments are projected to equal 8 percent of 
estimated total LTCH PPS payments. Based on our regression analysis, we 
established the outlier target at 8 percent of estimated total LTCH PPS 
payments to allow us to achieve a balance between the ``conflicting 
considerations of the need to protect hospitals with costly cases, 
while maintaining incentives to improve overall efficiency.'' That 
regression analysis also showed that additional increments of outlier 
payments over 8 percent (that is, raising the outlier target to a 
larger percentage than 8 percent) would reduce financial risk, but by 
successively smaller amounts. Outlier payments are budget neutral, and 
therefore, outlier payments are funded by prospectively reducing the 
non-outlier PPS payment rates by projected total outlier payments. The 
higher the outlier target, the greater the (prospective) reduction to 
the base payment that would need to be applied to the Federal rate in 
order to maintain budget neutrality (August 30, 2002; 67 FR 56022 
through 56024).
    As we also discussed in the RY 2007 LTCH PPS proposed rule (71 FR 
4678), under the LTCH PPS HCO policy at Sec.  412.525(a)(3), at a 
marginal cost factor equal to 80 percent, Medicare pays the LTCH 80 
percent of the difference between the estimated cost of the case and 
the outlier threshold (the sum of the adjusted Federal rate for the 
LTC-DRG PPS payment and the fixed-loss amount). The marginal cost 
factor is designed to ensure ``a balance between the need to protect 
LTCHs financially, while encouraging them to treat expensive patients 
and maintaining the incentives of a prospective payment system to 
improve the efficient delivery of care.'' Our regression analysis 
showed that a marginal cost factor of 80 percent appropriately 
addresses outlier cases that are significantly more expensive than 
nonoutlier cases. Specifically, our analysis of payment-to-cost ratios 
for outlier cases showed that a marginal cost factor of 80 percent 
appropriately addresses outlier cases that are significantly more 
expensive than nonoutlier cases, while simultaneously maintaining the 
integrity of the LTCH PPS. Thus, the existing outlier policy (that is, 
the 8 percent outlier target in conjunction with the 80 percent 
marginal cost factor) derived from our regression analysis is designed 
to maintain the balance between providing an incentive for LTCHs to 
treat expensive patients and improving the efficient delivery of care. 
(August 30, 2002; (67 FR 56022 through 56026)
    As discussed in greater detail below, we continue to believe that 
an increase to the fixed-loss amount is appropriate. The intent of the 
HCO policy, as stated when we implemented the LTCH PPS, is to make an 
additional payment to LTCHs for cases that truly have unusually high 
costs. We disagree with the commenter who believes that LTCHs would be 
penalized twice by lowering payments as a result of the changes to the 
SSO policy and the increase to the HCO fixed-loss amount. Although the 
changes to the SSO policy result in an estimated decrease in aggregate 
LTCH PPS payments, which necessitates an increase to the HCO fixed-loss 
amount, as discussed above, we are maintaining the existing 8 percent 
outlier target. Therefore, although we are lowering aggregate estimated 
outlier payments; they will continue to be projected to be equal to 8 
percent of total estimate LTCH PPS payments. However, we acknowledge 
that an increase to the fixed-loss amount will increase a LTCH's loss 
on a specific case before it qualifies for an additional payment as 
HCOs, as pointed out a few commenters; however, as we explained in the 
RY 2007 LTCH PPS proposed rule (71 FR 4678), because a relatively 
higher fixed-loss amount identifies fewer cases as HCO cases (since the 
amount that the estimated cost of the case must exceed before the case 
qualifies as a HCO case is higher), such a policy better identifies 
LTCH patients that are truly unusually costly cases.
    As discussed above, the intent of the HCO policy is to provide an 
additional payment to LTCH cases that truly have unusually high costs. 
We would remind the commenter who pointed out that we did not provide 
an explanation of how LTCHs would finance HCO cases with an increase to 
the fixed-loss amount that, if we would not increase the fixed-loss 
amount, HCO payments would represent significantly more than 8 percent 
of estimated total LTCH PPS payments. Thus, the cases that would 
receive an additional HCO payment would no longer represent the cases 
that truly have unusually high costs as compared to the universe of 
``typical'' LTCH cases, and warrant an additional HCO payment. 
Furthermore, as discussed above, HCO payments are budget neutral and 
are funded by prospectively reducing the non-outlier PPS payment rates 
by projected total outlier payments. The higher the outlier target, the 
greater the (prospective) reduction to the base payment that would need 
to be applied to the Federal rate in order to maintain budget 
neutrality. Therefore, we continue to believe that it is appropriate to 
increase the fixed-loss amount in order to maintain outlier payments at 
the projected 8 percent of total estimated payments. Such a policy 
continues to appropriately identify cases that are truly HCO cases 
(that is, cases with an unusually high cost). Because maintaining an 8 
percent outlier target necessitates an increase to the fixed-loss 
amount and will appropriately identify unusually costly cases, we do 
not believe that increasing the fixed-loss amount will result in a 
disincentive for LTCHs to accept patients with high costs or exceed the 
ALOS. In fact, for LTCHs, in general, a case that should receive a high 
cost outlier payment is typically high cost because the patient has a 
longer than ALOS. Moreover, the industry has stated in many of its 
comments submitted on the RY 2007 LTCH PPS proposed rule that it has no 
way of determining a LTCH's LOS upon admission. Therefore, we do not 
believe that the increase to the fixed-loss amount established in this 
final rule, which is significantly lower than the proposed RY 2007 
fixed-loss amount (as discussed below), will result in these patients 
not being treated at LTCHs. Furthermore, as we discuss in the impact 
analysis presented in section XV. of this final rule, since based on 
our margins analysis LTCH PPS payments appear to be more than adequate 
to cover the costs of the efficient delivery of care to patients at 
LTCHs, based on this margins analysis, we do not expect that an 
increase to the fixed-loss amount will result in an adverse financial 
impact on affected LTCHs nor will there be an effect on beneficiaries' 
access to care. Also, for the reasons discussed above, we are not 
adopting the commenter's suggestion to update the fixed-loss by the 
most recent estimate of the LTCH PPS market basket since that would 
result in estimated outlier payments in excess of 8 percent of 
estimated total LTCH PPS payments. Because an increase in HCO payments 
would result in an offset to the Federal rate, thereby lowering the 
payment rate to all LTCH cases, such a result could underpay inlier 
LTCH cases that typically consume the average resource of the 
particular LTC-DRG.

[[Page 27837]]

    In response to the commenter that believes that the estimated 
proposed changes to the SSO policy causes a ``perverse'' consequence of 
an increase to the fixed-loss amount, we believe that it is 
inappropriate to maintain the current (that is, lower) fixed-loss 
amount, which would increase aggregate estimated outlier payments 
beyond 8 percent. The HCO policy was intended to identify only a 
limited percentage of aggregate LTCH PPS payments for an additional 
payment for unusually costly cases. As noted above, the LTCH PPS HCO 
policy is budget neutral and, therefore, reduces payments to LTCHs for 
SSO cases, many of which most likely do not require the full measure of 
resources available in a hospital that has been established to treat 
patients requiring long-stay hospital-level care (as discussed in 
greater detail below in section V.A.1.a. of this preamble). As 
explained in the RY 2007 LTCH PPS proposed rule (71 FR 4677), the 
proposed increase to the fixed-loss amount was primarily due to the 
projected decrease in aggregate LTCH PPS payments resulting from the 
change in the SSO policy in order to maintain the requirement that 
estimated outlier payments would equal only 8 percent of estimated 
total LTCH PPS payments, as required under Sec.  412.525(a). If we 
would not increase the fixed-loss amount, HCO payments would represent 
significantly more than 8 percent of estimated total LTCH PPS payments. 
Thus, the cases that would receive an additional HCO payment would no 
longer represent the cases that truly have unusually high costs as 
compared to the universe of ``typical'' LTCH cases, and warrant an 
additional HCO payment. This is because, as we discussed in the August 
30, 2002 final rule (67 FR 56022) when we implemented the LTCH PPS, our 
regression analysis showed that an 8 percent outlier target would 
achieve the balance of reducing financial risk for the treatment of 
unusually costly cases, reducing incentives to underserve costly 
beneficiaries, and improving overall fairness of the PPS. Furthermore, 
we note that the 8 percent outlier target under the LTCH PPS is 
significantly higher than the outlier target under the IPPS. The 
outlier thresholds under the IPPS are set so that operating IPPS 
outlier payments are projected to be only 5.1 percent of total 
operating IPPS DRG payments (70 FR 47501).
    Several commenters based their comments on the assumption that long 
lengths of stay or high patient acuity (for example, case-mix) are 
directly related to whether a case should receive a HCO payment. As we 
explained above in section IV.C.3. of this preamble, we do not agree 
that a case with a high case-mix necessarily correlates to a higher 
likelihood of the case having an unusually high cost. A case with a 
``high case-mix'' is a case that is grouped to a LTC-DRG with a 
``high'' relative weight. The relative weight of the LTC-DRG represents 
the resources needed by an average inpatient LTCH case in that LTC-DRG. 
For example, cases in an LTC-DRG with a relative weight of 2.0 will, on 
average, cost twice as much as cases in a LTC-DRG with a weight of 1.0, 
and therefore, on average, are paid twice as much as well. Thus, a 
``high'' case-mix for a particular case is an indication of the 
relatively ``high'' level of intensity of that patient relative to LTCH 
patients in other LTC-DRGs but not necessarily an indication of 
unusually high cost for patients within that LTC-DRG. In fact, a case 
could have a relatively ``high'' case-mix (that is, in a LTC-DRG with a 
``high'' relative weight and therefore higher LTC-DRG payment) but have 
the same costs or cost less than other cases in that same LTC-DRG, 
which receive an appropriate payment based on the relative weight of 
that LTC-DRG. Therefore, as discussed in greater detail above, we 
believe that an increase to the fixed-loss amount is appropriate in 
order to maintain the requirement that estimated outlier payments equal 
8 percent of estimated total LTCH PPS payments, a level, which based on 
our regression analysis, we believe most appropriately identifies 
unusually high cost cases.
    The policy change for SSO cases established in this final rule (as 
discussed in section IV.A.1.a. of this preamble) is intended to revise 
payments for SSO cases to an appropriate level. The fact that a 
particular LTCH does not treat many SSO cases does not have any impact 
on the effect of the change to the SSO policy on the HCO fixed-loss 
amount. This is because, under our existing HCO policy, estimated 
aggregate outlier payments are projected to equal 8 percent of 
estimated aggregate LTCH PPS payments. As discussed in greater detail 
above, the intent of the HCO policy is to provide an additional payment 
to LTCH cases that truly have unusually high costs. We would remind 
commenters who stated that an increase to the fixed-loss amount would 
cause LTCHs that do not have many SSO cases to be inadequately 
reimbursed for their HCO cases, that if we would not increase the 
fixed-loss amount, cases that do not necessarily represent cases that 
truly have unusually high costs as compared to the universe of 
``typical'' LTCH cases would receive a HCO payment. Furthermore, if we 
were to raise aggregate HCO payments in excess of the current 8 percent 
outlier target, we would have to lower the Federal rate by the amount 
that projected total outlier payments would exceed the current 8 
percent outlier target. Such a prospective adjustment to the Federal 
rate would reduce payments to ``typical'' LTCH cases, which based on 
our regression analysis, could result in inadequate reimbursement to 
those inlier cases. Therefore, we disagree with the commenters that an 
increase to the fixed-loss amount would cause LTCHs that do not have 
many SSO cases to be inadequately reimbursed for their HCO cases.
    In conclusion, in 2003, when we became aware that IPPS and LTCH PPS 
HCO (and SSO) policies were susceptible to payment vulnerabilities, we 
proposed and ultimately finalized changes to the HCO (and SSO) policies 
that were in the regulations at that time. Historically, it is our 
practice that when upon review of an existing policy and we find that a 
change in that policy is necessary, we establish appropriate changes 
through the notice and comment rulemaking process. Consistent with this 
historical practice, we reviewed the current HCO policy at Sec.  
412.525(a), as discussed in greater detail above. As recommended by 
many commenters, we have reviewed our methodology for determining the 
fixed-loss amount for RY 2007 in this final rule to ensure that both 
LTCH HCO cases and LTCH inlier cases receive appropriate payments 
(since, as discussed above, outlier payments under the LTCH PPS are 
budget neutral). Accordingly, based on this review, as we discussed in 
the RY 2007 LTCH PPS proposed rule and as we discuss in greater detail 
above in this section, we believe that an increase to the fixed-loss 
amount for RY 2007 is appropriate. We are using the same methodology 
that we proposed to use in the RY 2007 proposed rule to calculate the 
fixed-loss amount for RY 2007 in this final rule (using updated data 
and the policies established in this final rule, as described below) in 
order to maintain estimated outlier payments at the projected 8 percent 
of total estimated payments. However, as we discuss in greater detail 
below in section V.A.1.a of this preamble, based on the comments we 
received concerning the proposed changes to the SSO policy, we are 
revising our proposed changes to the SSO policy that will be 
established in this final rule. We

[[Page 27838]]

estimate that the final SSO policy established in this final rule will 
result in a significantly smaller decrease in aggregate LTCH PPS 
payments for RY 2007. Accordingly, although the fixed-loss amount for 
RY 2007 is higher than current fixed-loss amount ($10,501), since under 
the final SSO policy aggregate payments will no longer be reduced by 
over 11 percent, but rather we estimate aggregate payments will only be 
reduced by about 4 percent. Therefore, to maintain estimated outlier 
payments at the projected 8 percent of total estimated payments, it is 
not necessary for us to raise the fixed-loss amount as much as in the 
RY 2007 LTCH PPS proposed rule. Consequently, the final fixed-loss 
amount for RY 2007 (discussed in greater detail below) is $14,887, 
which is considerably less than the proposed RY 2007 fixed-loss amount 
of $18,489.
    As stated above, we annually determine the fixed-loss amount so 
that estimated outlier payments are projected to equal 8 percent of 
total estimated LTCH PPS payments. In this final rule for the 2007 LTCH 
PPS rate year, we used the December 2005 update of the FY 2005 MedPAR 
claims data to determine a fixed-loss amount that would result in 
outlier payments projected to be equal to 8 percent of total estimated 
payments, based on the policies described in this final rule, because 
these data are the most recent complete LTCH data available. 
Furthermore, as noted previously, we determined the fixed-loss amount 
based on the version of the GROUPER that would be in effect as of the 
beginning of the 2007 LTCH PPS rate year (July 1, 2006), that is, 
Version 23.0 of the GROUPER (70 FR 47324).
    We also used CCRs from the December 2005 update of the PSF for 
determining the fixed-loss amount for the 2007 LTCH PPS rate year as 
they are currently the most recent complete available data. In 
determining the fixed-loss amount for the 2007 LTCH PPS rate year, we 
are using the current FY 2006 applicable IPPS combined operating and 
capital CCR ceiling of 1.423 and Statewide average CCRs (as discussed 
in the FY 2006 IPPS final rule (70 FR 47496) and established in 
Transmittal 692 (September 30, 2005)) such that the current applicable 
Statewide average CCR would be assigned if, among other things, a 
LTCH's CCR exceeded the current ceiling (1.423). Our reason for using 
the existing LTCH CCR ceiling and Statewide average CCRs to determine 
the RY 2007 fixed-loss amount even though we have proposed to change 
our methodology for determining the CCR ceiling and Statewide average 
CCRs effective for discharges occurring on or after October 1, 2006 in 
the FY 2007 IPPS proposed rule (71 FR 23996), is because we believe 
that this methodology change would result in a minor change in the 
numerical value of the LTCH CCR ceiling based on our analysis of the 
data used to determine the proposed FY 2007 LTCH CCR ceiling, and 
therefore, would have a negligible effect on the LTCHs' CCRs used to 
determine the fixed-loss amount for the 2007 LTCH PPS rate year. 
Moreover, we note that in determining the fixed-loss amount for the 
2007 LTCH PPS rate year using the CCRs from the PSF, there was no need 
for us to independently assign the applicable Statewide average CCR to 
any LTCHs (as this may have already been done by the FI in the PSF in 
accordance with our established policy). (Currently, the applicable FY 
2006 IPPS Statewide averages can be found in Tables 8A and 8B of the FY 
2006 IPPS final rule (70 FR 47672).)
    Accordingly, based on the data and policies described in this final 
rule, the fixed-loss amount will be $14,887 for the 2007 LTCH PPS rate 
year. Thus, we will pay an outlier case 80 percent of the difference 
between the estimated cost of the case and the outlier threshold (the 
sum of the adjusted Federal LTCH payment for the LTC-DRG and the fixed-
loss amount of $14,887). We note that the fixed-loss amount for the 
2007 LTCH PPS rate year is higher than the current fixed-loss amount of 
$10,501. This change in the fixed-loss amount will primarily be due to 
the projected decrease in LTCH PPS payments resulting from the change 
in the SSO policy under Sec.  412.529 (discussed in greater detail in 
section VI.A.1. of this preamble), and the changes to the LTC-DRG 
relative weights for FY 2006 (as discussed in the FY 2006 IPPS final 
rule (70 FR 47355)). Because we are projecting approximately a 4 
percent decrease in estimated aggregate LTCH PPS payments in the 2007 
LTCH PPS rate year (as discussed in section XV. of this final rule), we 
believe that an increase in the fixed-loss amount is appropriate and 
necessary to maintain the requirement that estimated outlier payments 
would equal 8 percent of estimated total LTCH PPS payments, as required 
under Sec.  412.525(a). As discussed in greater detail above, an 
outlier target of 8 percent of estimated total LTCH PPS payments allows 
us to achieve a balance between the ``conflicting considerations of the 
need to protect hospitals with costly cases, while maintaining 
incentives to improve overall efficiency'' (67 FR 56022 through 56024).
    We note that the fixed-loss amount of $14,887 is substantially 
lower than the proposed RY 2007 fixed-loss amount of $18,489 (71 FR 
4676 through 4678). Furthermore, we note that the fixed-loss amount of 
$14,887 is significantly lower than the FY 2003 fixed-loss amount of 
$24,450 (67 FR 56023), the 2004 LTCH PPS rate year fixed-loss amount of 
$19,590 (68 FR 34144), and the 2005 LTCH PPS rate year fixed-loss 
amount of $17,864 (69 FR 25688), all of which were in effect during the 
time period that we are currently estimating positive Medicare margins 
(as discussed in greater detail in section V.C.3 of this preamble). 
Thus, during the years when the fixed-loss amount was greater than the 
$14,887 established for RY 2007 in this final rule, the majority of 
LTCHs operated with positive Medicare margins, and therefore, we do not 
expect that a fixed-loss amount of $14,887 will result in an adverse 
impact of LTCHs in RY 2007. Moreover, we believe the fixed-loss amount 
of $14,887 will appropriately identify unusually costly LTCH cases 
while maintaining the integrity of the LTCH PPS. Thus, under the broad 
authority of section 123(a)(1) of the BBRA and section 307(b)(1) of the 
BIPA, we are establishing a fixed-loss amount of $14,887 based on the 
best available LTCH data and the policies presented in this final rule 
because, we believe an increase in the fixed-loss amount is appropriate 
and necessary to maintain estimated outlier payments equal to 8 percent 
of estimated total LTCH PPS payments, as required under Sec.  
412.525(a).
d. Reconciliation of Outlier Payments Upon Cost Report Settlement
    In the June 9, 2003 HCO final rule (68 FR 34508 through 34512), we 
established a policy for LTCHs that provided that, effective for LTCH 
PPS discharges occurring on or after August 8, 2003, any reconciliation 
of outlier payments will be based upon the actual CCR computed from the 
costs and charges incurred in the period during which the discharge 
occurs. In that same final rule, we also established that, for 
discharges occurring on or after August 8, 2003, at the time of any 
reconciliation, outlier payments may be adjusted to account for the 
time value of any underpayments or overpayments based upon a widely 
available index to be established in advance by the Secretary and will 
be applied from the midpoint of the cost reporting period to the date 
of reconciliation. (We note that, in that same final rule (68 FR 
34513), we

[[Page 27839]]

also established similar changes to the SSO policy under the LTCH PPS 
at Sec.  412.529(c)(5)(ii).) These changes regarding the reconciliation 
of outlier payments under the LTCH PPS were made in conjunction with 
the changes regarding the determination of LTCH's CCRs that we 
established under Sec.  412.525(a)(4) in the June 9, 2003 IPPS HCO 
final rule, as discussed in greater detail in section V.D.3.b. of this 
preamble. (We note that the instructions for implementing these 
regulations under both the IPPS and the LTCH PPS are discussed in 
further detail in Program Memorandum Transmittal A-03-058. Additional 
information on the administration of the reconciliation process under 
the IPPS is provided in CMS Program Transmittal 707 (October 12, 2005; 
Change Request 3966). We note that irrespective of the changes to the 
HCO and SSO policies presented in this final rule, we are currently 
developing additional instructions on the administration of the 
existing reconciliation process under the LTCH PPS that will be similar 
to the IPPS reconciliation process.)
    In the RY 2007 LTCH PPS proposed rule (71 FR 4678 through 4679), 
for discharges occurring on or after October 1, 2006, we proposed to 
codify into the LTCH PPS section of the regulations (subpart O of part 
42 of the CFR) the provisions concerning the reconciliation of LTCH PPS 
outlier payments, including editorial clarifications, that would more 
precisely describe the application of those policies along with the 
proposed changes to our methodology for determining the annual LTCH CCR 
ceiling and applicable Statewide average CCRs under the LTCH PPS 
(discussed previously in this final rule).
    As discussed above in section VI.D.3.b. of this preamble, we 
received a few specific comments concerning the proposed changes to the 
policies governing the determination of LTCHs' CCRs. In light of those 
comments, in the FY 2007 IPPS proposed rule (71 FR 24126 through 
24132), we proposed the same changes to the policies governing the 
determination of LTCHs' CCRs and the reconciliation of HCO and SSO 
payments that we proposed in the RY 2007 LTCH PPS proposed rule. 
Therefore, in this final rule, we are not finalizing any changes to the 
policies governing the determination of LTCHs' CCRs or the 
reconciliation of LTCH PPS HCO and SSO payments. We will respond 
further to any comments received on the proposal concerning changes to 
the policies governing the determination of LTCHs' CCRs and the 
reconciliation of LTCH PPS HCO and SSO payments presented again in the 
FY 2007 IPPS proposed rule (71 FR 24126 through 24135) in the FY 2007 
IPPS final rule that will be published this summer.
4. Other Payment Adjustments
    As indicated earlier, we have broad authority under section 
123(a)(1) of the BBRA as amended by section 307(b) of the BIPA to 
determine appropriate adjustments under the LTCH PPS, including whether 
(and how) to provide for adjustments to reflect variations in the 
necessary costs of treatment among LTCHs. Thus, in the August 30, 2002 
final rule (67 FR 56014 through 56027), we discussed our extensive data 
analysis and rationale for not implementing an adjustment for 
geographic reclassification, rural location, treating a 
disproportionate share of low-income patients (DSH), or indirect 
medical education (IME) costs. In that same final rule, we stated that 
we would collect data and reevaluate the appropriateness of these 
adjustments in the future once more LTCH data become available after 
the LTCH PPS is implemented.
    As we discussed in the RY 2007 LTCH PPS proposed rule (71 FR 4679 
through 4680), because the LTCH PPS has only been implemented for 
slightly over 3 years and there is a time lag in data availability, 
sufficient new data has not been generated that would enable us to 
conduct a comprehensive reevaluation of these payment adjustments. We 
now believe that after the completion of the 5-year transition, 
sufficient new data that will be generated while LTCHs are subject to 
the LTCH PPS may be available for a comprehensive reevaluation of 
payment adjustments such as geographic reclassification, rural 
location, DSH, and IME. Nonetheless, we reviewed the limited data that 
was available and find no evidence to support additional policy 
changes. Therefore, in that proposed rule, we did not propose to make 
any adjustments for geographic reclassification, rural location, DSH, 
or IME. We also stated that we will continue to collect and interpret 
new data as they become available in the future to determine if these 
data support proposing any additional payment adjustments. 
Specifically, as we discuss in greater detail in the RY 2007 LTCH PPS 
proposed rule (71 FR 4679 through 4680), we proposed to revisit the 
possible one-time prospective adjustment to the LTCH PPS rates at Sec.  
412.523(d)(3), and after further analysis and evaluation we now believe 
that it would be appropriate to wait for the conclusion of the 5-year 
transition to 100 percent fully Federal payments under the LTCH PPS, to 
maximize the availability of data that are reflective of LTCH behavior 
in response to the implementation of the LTCH PPS to be used to conduct 
a comprehensive evaluation of the potential payment adjustment policies 
(such as rural location, DSH and IME) in conjunction with our 
evaluation of the possibility of making a one-time prospective 
adjustment to the LTCH PPS rates provided for at Sec.  412.523(d)(3).
    We received no comments on any potential adjustments for geographic 
reclassification, rural location, DSH, or IME. In addition, we received 
no comments on our proposal to conduct a comprehensive reevaluation of 
payment adjustments such as geographic reclassification, rural 
location, DSH, and IME after the completion of the 5-year transition 
once sufficient new data is generated while LTCHs are subject to the 
LTCH PPS may be available. Therefore, in this final rule, we are not 
making any adjustments for geographic reclassification, rural location, 
DSH, or IME. Furthermore, we will conduct a comprehensive reevaluation 
of payment adjustments such as geographic reclassification, rural 
location, DSH, and IME after the completion of the 5-year transition 
once we believe that sufficient new data that has been generated while 
LTCHs are subject to the LTCH PPS is available.
5. Budget Neutrality Offset To Account for the Transition Methodology
    Under Sec.  412.533, we implemented a 5-year transition, during 
which a LTCH is paid an increasing percentage of the LTCH PPS Federal 
prospective payment and a decreasing percentage of its payments based 
on the reasonable cost-based payment methodology for each discharge. 
Furthermore, we allow a LTCH (other than those defined as ``new'' under 
Sec.  412.23(e)(4) to elect to be paid based on 100 percent of the 
standard Federal rate in lieu of the blended methodology.
    The standard Federal rate was determined as if all LTCHs will be 
paid based on 100 percent of the standard Federal rate. As stated 
earlier, we provide for a 5-year transition period that allows LTCHs to 
receive payments based partially on the reasonable cost-based 
methodology. In order to maintain budget neutrality for FY 2003 as 
required by section 123(a)(1) of the BBRA during the 5-year transition 
period, we reduce all LTCH Medicare payments (whether a LTCH elects 
payment based on 100 percent of the Federal rate or whether a LTCH is 
being paid under the transition blend

[[Page 27840]]

methodology) to account for the cost of the applicable transition 
period methodology in a given LTCH PPS rate year.
    Specifically, we reduce all LTCH Medicare payments during the 5-
year transition by a factor that is equal to 1 minus the ratio of the 
estimated TEFRA reasonable cost-based payments that would be made if 
the LTCH PPS was not implemented, to the projected total Medicare 
program PPS payments (that is, payments made under the transition 
methodology and the option to elect payment based on 100 percent of the 
Federal rate).
    In the RY 2006 LTCH PPS final rule (70 FR 24202), based on the best 
available data at that time, we projected that approximately 98 percent 
of LTCHs will be paid based on 100 percent of the standard Federal rate 
rather than receive payment under the transition blend methodology for 
the 2006 LTCH PPS rate year. Using the same methodology described in 
the August 30, 2002 final rule (67 FR 56034), this projection, which 
used updated data and inflation factors, was based on our estimate that 
either: (1) A LTCH has already elected payment based on 100 percent of 
the Federal rate prior to the start of the 2006 LTCH PPS rate year 
(July 1, 2005); or (2) a LTCH would receive higher payments based on 
100 percent of the 2006 LTCH PPS rate year standard Federal rate 
compared to the payments it would receive under the transition blend 
methodology. Similarly, we projected that the remaining 2 percent of 
LTCHs will choose to be paid based on the applicable transition blend 
methodology (as set forth under Sec.  412.533(a)) because they would 
receive higher payments than if they were paid based on 100 percent of 
the 2006 LTCH PPS rate year standard Federal rate.
    Also in the RY 2006 LTCH PPS final rule (70 FR 24202), based on the 
best available data at that time and policy revisions described in that 
same rule, we projected that the full effect of the remaining 2 years 
of the transition period (including the election option) would result 
in a cost to the Medicare program of approximately $1.675 million. 
Specifically, for the RY 2006 LTCH PPS, we estimated that the cost of 
the transition would be approximately $1 million. Because this amount 
is only a small percentage of total LTCH PPS payments for the 2006 LTCH 
PPS rate year (estimated at over $3 billion), the formula that we use 
to establish the budget neutrality offset to account for the additional 
costs of the transition period resulted in a factor of zero percent. 
Therefore, in that same final rule, we established a 0.0 percent 
reduction (a budget neutrality offset of 1.000) to all LTCH payments in 
the 2006 LTCH PPS rate year to account for the $1 million estimated 
cost of the transition period methodology (including the option to 
elect payment based on 100 percent of the Federal rate). We also 
indicated that we would use a budget neutrality offset for each of the 
remaining years of the transition period to account for the estimated 
costs for the respective LTCH PPS rate years. In that same final rule, 
we estimated that there would be a 0.0 percent budget neutrality offset 
to LTCH PPS payments during the remaining years of the transition 
period since, we estimated at that time that the additional cost to the 
Medicare program resulting from the transition period methodology would 
be so small that the budget neutrality factor determined under our 
established methodology would round to zero.
    In the RY 2007 LTCH PPS proposed rule (71 FR 4680 through 4681), 
based on the updated data using the same methodology established in the 
August 30, 2002 final rule (67 FR 56034), we projected that 
approximately 97 percent of LTCHs would be paid based on 100 percent of 
the proposed standard Federal rate rather than receive payment under 
the transition blend methodology during the 2007 LTCH PPS rate year. 
Similarly, we projected that the remaining 3 percent of LTCHs would 
choose to be paid based on the transition blend methodology at Sec.  
412.533 because those payments are estimated to be higher than if they 
were paid based on 100 percent of the proposed standard Federal rate. 
The applicable transition blend percentage is applicable for a LTCH's 
entire cost reporting period beginning on or after October 1 (unless 
the LTCH elects payment based on 100 percent of the Federal rate). We 
also noted that this projection was slightly lower than the projection 
that 98 percent of LTCHs would be paid based on 100 percent of the 
proposed standard Federal rate rather than receive payment under the 
transition blend methodology during the 2006 LTCH PPS rate year 
discussed in the RY 2006 LTCH PPS final rule (70 FR 24202). The reason 
for this slight decrease is due to how our established methodology 
(described in this section) determines which LTCHs would be projected 
to receive payments based on 100 percent of the Federal rate in a given 
rate year. Specifically, under our established methodology, if a LTCH 
has not already elected payment based on 100 percent of the Federal 
rate then we evaluate whether a LTCH would receive higher payments 
based on 100 percent of the proposed standard Federal rate or under the 
applicable transition blend methodology based on the most recent 
available data. Based on the best available data at that time, we 
projected that a few LTCHs that had not already elected payment based 
on 100 percent of the Federal rate would make such an election for RY 
2006 because we projected that their payments based on 100 percent of 
the Federal rate would exceed their payments under the applicable 
transition blend. Therefore, those LTCHs were counted in the number of 
LTCHS that would be paid based on 100 percent of the Federal rate in RY 
2006. However, based on the most recent available data used for the RY 
2007 LTCH PPS proposed rule, the data showed that those LTCHs have not 
elected to receive payments based on 100 percent of the Federal rate 
and are being paid under the applicable transition blend methodology. 
Under our methodology for determining the percentage of LTCHs paid 
based on 100 percent of the federal rate, based on the most recent 
available data, in the RY 2007 LTCH PPS proposed rule, we projected 
that for the RY 2007 LTCH PPS rate year, the applicable transition 
blend methodology payments to those LTCHs would be greater than payment 
based on 100 percent of the Federal rate, and therefore, those LTCHs 
would not be included in the number of LTCHs that we estimate would be 
paid based on 100 percent of the Federal rate in RY 2007.
    Based on the policies presented in that proposed rule, we projected 
a decrease in their estimated payments based on 100 percent of the 
Federal rate in RY 2007 payment as compared to their estimated payments 
based on 100 percent of the Federal rate in RY 2006 primarily as a 
result of the proposed changes to the SSO policy and the proposed 
increase in the outlier fixed-loss amount. Because we projected a 
decrease in payments based on 100 percent of the Federal rate for these 
LTCHs, the estimated RY 2007 payments based on the applicable 
transition blend methodology are now higher than their estimated RY 
2007 payments based on 100 percent of the Federal rate, and therefore, 
we did not project that these LTCHs would elect payment based on 100 
percent of the Federal rate for RY 2007. Thus, the slight decrease in 
the our projection in the number of LTCHs that would be paid based on 
100 percent of the Federal rate for the 2007 LTCH PPS rate year is 
appropriate.
    Based on the best available data and the proposed policies 
described in the RY 2007 LTCH PPS proposed rule, we

[[Page 27841]]

projected that, in the absence of a transition budget neutrality 
offset, the full effect of the final full year of the transition period 
(including the election option) as compared to payments as if all LTCHs 
would be paid based on 100 percent of the Federal rate would result in 
a cost to the Medicare program of approximately 2.8 million. 
Accordingly, using the methodology established in the August 30, 2002 
LTCH PPS final rule (67 FR 56034), in the RY 2007 LTCH PPS proposed 
rule (71 FR 4681), we proposed a 0.1 percent reduction (a budget 
neutrality offset of 0.999) to all LTCHs' payments for discharges 
occurring on or after July 1, 2006 and through June 30, 2007, to 
account for the estimated cost of the transition period methodology 
(including the option to elect payment based on 100 percent of the 
Federal rate) of approximately $2.8 million for the 2007 LTCH PPS rate 
year.
    We received no comments on our proposed 0.1 percent reduction (a 
budget neutrality offset of 0.999) to all LTCHs' payments for 
discharges occurring on or after July 1, 2006 and through June 30, 
2007, to account for the estimated cost of the transition period 
methodology (including the option to elect payment based on 100 percent 
of the Federal rate). In this final rule, based on the updated data 
using the same methodology established in the August 30, 2002 final 
rule (67 FR 56034), we are projecting that approximately 98 percent of 
LTCHs will be paid based on 100 percent of the standard Federal rate 
rather than receive payment under the transition blend methodology 
during the 2007 LTCH PPS rate year. This projection, which used updated 
data, as described above, is based on our estimate that either: (1) A 
LTCH has already elected payment based on 100 percent of the Federal 
rate prior to the beginning of the 2007 LTCH PPS rate year (July 1, 
2006); or (2) a LTCH would receive higher payments based on 100 percent 
of the standard Federal rate compared to the payments they would 
receive under the transition blend methodology. Similarly, we project 
that the remaining 2 percent of LTCHs will choose to be paid based on 
the transition blend methodology at Sec.  412.533 because those 
payments are estimated to be higher than if they were paid based on 100 
percent of the standard Federal rate. The applicable transition blend 
percentage is applicable for a LTCH's entire cost reporting period 
beginning on or after October 1 (unless the LTCH elects payment based 
on 100 percent of the Federal rate). We note that this projection is 
slightly lower than the projection that 98 percent of LTCHs will be 
paid based on 100 percent of the standard Federal rate rather than 
receive payment under the transition blend methodology during the 2006 
LTCH PPS rate year discussed in the RY 2006 LTCH PPS final rule (70 FR 
24202). As discussed in the RY 2007 LTCH PPS proposed rule (71 FR 4681) 
and as reiterated above, we believe that the slight decrease in our 
projection in the number of LTCHs that would be paid based on 100 
percent of the Federal rate for the 2007 LTCH PPS rate year is 
appropriate.
    Based on the best available data and the policies described in this 
final rule, we are projecting that in absence of a transition budget 
neutrality offset, the full effect of the final full year of the 
transition period (including the election option) as compared to 
payments as if all LTCHs will be paid based on 100 percent of the 
Federal rate would result in a negligible cost to the Medicare program. 
Specifically, based on the most recent available data, we estimate that 
the cost of the transition period methodology (including the option to 
elect payment based on 100 percent of the Federal rate) will be less 
than $1 million in RY 2007. As discussed above, to account for the cost 
of the transition methodology in a given LTCH PPS rate year during the 
5-year transition, we reduce all LTCH Medicare payments by a factor 
that is equal to 1 minus the ratio of the estimated reasonable cost-
based payments that would have been made if the LTCH PPS had not been 
implemented to the projected total Medicare program PPS payments (that 
is, payments made under the transition methodology and the option to 
elect payment based on 100 percent of the Federal rate). Because we 
estimate that the additional cost of the transition period methodology 
(including the option to elect payment based on 100 percent of the 
Federal rate) will be less than $1 million for the 2007 LTCH PPS rate 
year and because this amount is a small percentage of total LTCH PPS 
payments (estimated at over $5 billion, as shown in Table 9), the 
formula that we have used to establish the budget neutrality offset in 
prior years results in a factor (as described above) that we reduce all 
LTCH Medicare payments by to account for those additional costs of zero 
(as a function of rounding). In addition, as discussed in the RY 2007 
LTCH PPS proposed rule (71 FR 4681), we are no longer projecting a 
small cost for the 2008 LTCH PPS rate year (July 1, 2007 through June 
30, 2008) even though some LTCH's will have a cost reporting period for 
the 5th year of the transition period which will be concluding in the 
first 3 months of the 2008 LTCH PPS rate year because based on the most 
available data, we are projecting that the vast majority of LTCHs will 
have made the election to be paid based on 100 percent of the Federal 
rate rather than the transition blend which will result in a negligible 
cost to the Medicare program.)
    Accordingly, using the methodology established in the August 30, 
2002 LTCH PPS final rule (67 FR 56034), based on updated data and the 
policies and rates presented in this final rule, we are implementing a 
zero percent reduction (a budget neutrality offset of 1.000) to all 
LTCHs' payments for discharges occurring on or after July 1, 2006 and 
through June 30, 2007, to account for the estimated cost of the 
transition period methodology (including the option to elect payment 
based on 100 percent of the Federal rate) of less than $1 million for 
the 2007 LTCH PPS rate year.
    We note that this offset for the 2007 LTCH PPS rate year is the 
same as the current zero percent transition period budget neutrality 
offset established in the RY 2006 LTCH PPS final rule (70 FR 24202). We 
also note that the transition period budget neutrality offset for the 
2007 LTCH PPS rate year established in this final rule is slightly 
lower than the proposed 0.999 percent budget neutrality offset proposed 
in for the RY 2007 LTCH PPS proposed rule (71 FR 4681). This is because 
we are now projecting that a few more LTCHs will elect payment based on 
100 percent of the Federal rate than we projected when we determined 
the transition period budget neutrality offset for the 2007 LTCH PPS 
rate year based on the most recent available data in the RY 2007 LTCH 
PPS proposed rule because we are no longer projecting as large of a 
decrease in aggregate LTCH PPS payments for RY 2007 as a result of the 
policies established in this final rule.
6. One-time Prospective Adjustment to the Standard Federal Rate
    As we discussed in the August 30, 2002 final rule (67 FR 56036), 
consistent with the statutory requirement for budget neutrality in 
section 123(a)(1) of the BBRA, we intended that estimated aggregate 
payments under the LTCH PPS for FY 2003 equal the estimated aggregate 
payments that would be made if the LTCH PPS were not implemented. Our 
methodology for estimating payments for purposes of the budget 
neutrality calculations uses the best available data at the time and 
necessarily reflects assumptions. As the LTCH PPS progresses, we are

[[Page 27842]]

monitoring payment data and will evaluate the ultimate accuracy of the 
assumptions used in the budget neutrality calculations (for example, 
inflation factors, intensity of services provided, or behavioral 
response to the implementation of the LTCH PPS) described in the August 
30, 2002 LTCH PPS final rule (67 FR 56027 through 56037). To the extent 
these assumptions significantly differ from actual experience, the 
aggregate amount of actual payments may turn out to be significantly 
higher or lower than the estimates on which the budget neutrality 
calculations were based.
    Section 123(a)(1) of the BBRA as amended by section 307(b) of the 
BIPA provides broad authority to the Secretary in developing the LTCH 
PPS, including the authority for appropriate adjustments. Under this 
broad authority, as implemented in the existing regulations at Sec.  
412.523(d)(3), we have provided for the possibility of making a one-
time prospective adjustment to the LTCH PPS rates by October 1, 2006, 
so that the effect of any significant difference between actual 
payments and estimated payments for the first year of the LTCH PPS 
would not be perpetuated in the LTCH PPS rates for future years. (As 
discussed in greater detail below, as we proposed, we are extending the 
deadline for making this adjustment to July 1, 2008, in this final 
rule.)
    In the RY 2006 LTCH PPS final rule (70 FR 24203), based on the best 
available data at that time, we estimated that total Medicare program 
payments for LTCH services over the next 5 LTCH PPS rate years would be 
$3.32 billion for the 2006 LTCH PPS rate year; $3.38 billion for the 
2007 LTCH PPS rate year; $3.48 billion for the 2008 LTCH PPS rate year; 
$3.63 billion for the 2009 LTCH PPS rate year; and $3.79 billion for 
the 2010 LTCH PPS rate year.
    In the RY 2007 LTCH PPS proposed rule (71 FR 4681), consistent with 
the methodology established in the August 30, 2002 final rule (67 FR 
56036), based on the most recent available data at that time, we 
estimate that total Medicare program payments for LTCH services for the 
next 5 LTCH PPS rate years would be $5.27 billion for the 2007 LTCH PPS 
rate year; $5.44 billion for the 2008 LTCH PPS rate year; $5.64 billion 
for the 2009 LTCH PPS rate year; $5.88 billion for the 2010 LTCH PPS 
rate year; and $6.15 billion for the 2011 LTCH PPS rate year. We also 
noted that those 5-year spending estimates were significantly higher 
that the 5-year spending estimates presented in the RY 2006 LTCH PPS 
final rule (70 FR 24203). We explained that this is primarily due to an 
adjustment by our Office of the Actuary (OACT) to account for the 
significant increase in the expected number of LTCH discharges based on 
the most recent available LTCH discharge data.
    In this final rule, consistent with the methodology established in 
the August 30, 2002 final rule (67 FR 56036), based on the most recent 
available data, we estimate that total Medicare program payments for 
LTCH services for the next 5 LTCH PPS rate years would be as shown in 
Table 9.

  Table 9.--Rate Year Estimate Total Medicare Program Payments for LTCH
                                Services
------------------------------------------------------------------------
                                                             Estimated
                   LTCH PPS rate year                     payments ($ in
                                                             billions)
------------------------------------------------------------------------
2007....................................................           $5.27
2008....................................................            5.43
2009....................................................            5.63
2010....................................................            5.86
2011....................................................            6.13
------------------------------------------------------------------------

    In accordance with the methodology established in the August 30, 
2002 LTCH PPS final rule (67 FR 56037), these estimates are based on 
the most recent available data, including the projection that 98 
percent of LTCHs would elect to be paid based on 100 percent of the 
2007 LTCH PPS rate year standard Federal rate rather than the 
applicable transition blend and an estimated increase in the number of 
discharges from LTCHs. These estimates are also based on our estimate 
of LTCH PPS rate year payments to LTCHs using OACT's most recent 
estimate of the excluded hospital with capital market basket (currently 
used under the LTCH PPS) of 3.4 percent for the 2007 LTCH PPS rate 
year, 3.1 percent for the 2008 LTCH PPS rate year, 2.8 percent for the 
2009 LTCH PPS rate year, 2.3 percent for the 2010 LTCH PPS rate year, 
and 2.7 percent for the 2011 LTCH PPS rate year. (We note that, 
although we are establishing a zero percent update to the LTCH PPS 
Federal rate for RY 2007 (as discussed in section V.C.3. of this final 
rule) OACT develops its spending projections based on existing policy 
and therefore, changes that have not yet been implemented are not 
reflected in the spending projections shown in this section.) We also 
considered OACT's most recent projections of changes in Medicare 
beneficiary enrollment that there would be a change in Medicare fee-
for-service beneficiary enrollment of -0.3 percent in the 2007 LTCH PPS 
rate year, 0.1 percent in the 2008 LTCH PPS rate year, 0.2 percent in 
the 2009 LTCH PPS rate year, -0.3 percent in the 2010 LTCH PPS rate 
year, and -0.2 percent in the 2011 LTCH PPS rate year. (We note that, 
based on the most recent available data, OACT is projecting a slight 
decrease in Medicare fee-for-service Part A enrollment for the 2007, 
2009 and 2010 LTCH PPS rate years, in part, because they are projecting 
an increase in Medicare managed care enrollment as a result of the 
implementation of several provisions of the MMA of 2003.)
    As we discussed in the RY 2006 LTCH PPS final rule (70 FR 24204), 
because the LTCH PPS was only recently implemented, sufficient new data 
has not been generated that would enable us to conduct a comprehensive 
reevaluation of our budget neutrality calculations. Accordingly, we did 
not make a one-time adjustment under Sec.  412.523(d)(3). As discussed 
in the RY 2007 LTCH PPS proposed rule (71 FR 4682), at this time, we 
still do not have sufficient new data to enable us to conduct a 
comprehensive reevaluation of our budget neutrality calculations. 
Therefore, in that proposed rule, we did not propose to make a one-time 
adjustment under Sec.  412.523(d)(3) so that the effect of any 
significant difference between actual payments and estimated payments 
for the first year of the LTCH PPS is not perpetuated in the PPS rates 
for future years. However, in that same proposed rule, we stated that 
we will continue to collect and interpret new data as the data become 
available in the future to determine if this adjustment should be 
proposed.
    Additionally, as also discussed in the RY 2007 LTCH PPS proposed 
rule (71 FR 4682 through 4684), we believe that it would be appropriate 
to postpone the requirement established in Sec.  412.523(d)(3) due to 
the time lag in the availability of Medicare data upon which this 
adjustment would be based. We explained that we believe that only 
through a thorough analysis of the most comprehensive and accurate data 
from the first year of the implementation of the LTCH PPS for FY 2003 
(including settled and fully audited cost reports) would we be able to 
reliably determine whether the one-time prospective adjustment to the 
standard Federal rate, which if issued would have an impact on all 
future payments under the LTCH PPS, should be proposed. Therefore, we 
proposed to revise Sec.  412.523(d)(3) by postponing the October 1, 
2006 deadline to July 1, 2008.
    Comment: One commenter believes that CMS should be consistent and 
conduct the one-time adjustment in the same manner and for the same 
reasons as it has done for all PPSs. Specifically, the commenter states 
that both the LTCH PPS and the IRF PPS are affected

[[Page 27843]]

by changes in coding practices resulting from the implementation of a 
PPS; however, under the IRF PPS, CMS made a ``one-time'' adjustment 
when it reduced the standard payment conversion factor (that is, the 
IRF PPS base rate) by 1.9 percent in FY 2006 to account for changes in 
coding practices that did not reflect actual changes in patient 
severity based on an analysis performed by the Rand corporation. The 
commenter also believes it is inequitable to treat LTCHs differently 
than IRFs when accounting for payment increases due to changes in 
coding by potentially penalizing LTCHs twice for changes, once by 
providing no update and a second time, by extending the regulatory 
timeframe to establish the one-time adjustment to the Federal rate, 
since the proposed adjustment to account for case-mix increase that is 
not real in determining the update for RY 2007 would be a permanent 
adjustment that de facto reduces the rate of the increase of the 
Federal rate. Therefore, the commenter stated that CMS should eliminate 
the possible one-time adjustment as it would have already accomplished 
the purposes of that adjustment by proposing a zero percent update to 
the RY 2007 Federal rate.
    In referring to the transition period budget neutrality adjustment, 
one commenter states that CMS already employs a means to ensure budget 
neutrality, and therefore, the extension of the deadline for the one-
time budget neutrality adjustment is unnecessary. Another commenter 
stated that CMS should use the proposed zero percent update as the one-
time adjustment and not extend the deadline, while another commenter 
stated that CMS should pursue a one-time adjustment independent of the 
Federal rate update for RY 2007.
    Some commenters contend that for CMS to propose to extend the 
deadline for the possible one-time budget neutrality adjustment would 
constitute ``an abuse of its statutory authority.'' These commenters 
assert that by our own admission (citing the RY 2007 LTCH PPS proposed 
rule (71 FR 4682)), we are already in possession of the data that is 
needed to determine if the possible one-time budget neutrality 
adjustment under Sec.  412.523(d)(3) is necessary. The commenters 
question why if FY 2003 cost report data which is needed to determine 
if the possible one-time budget neutrality adjustment is currently 
available, we believe it is necessary to obtain more ``reliable'' cost 
data for FY 2004 before deciding to impose the one-time (budget 
neutrality) adjustment. These commenters believe that postponing the 
deadline would allow CMS to ``wait until `any significant difference' 
arises in the aggregate to trigger the [possibly] one-time [budget 
neutrality] adjustment.'' Consequently, they recommended that CMS 
withdraw its proposal to extend the deadline for exercising a one-time 
prospective adjustment. CMS would therefore only have until October 1, 
2006 to exercise the one-time adjustment, as originally contemplated.
    Response: The commenter believes that we are being inconsistent 
with our application of ``one-time'' adjustments under the IRF PPS and 
the LTCH PPS since, in the FY 2006 IRF PPS final rule (70 FR 47880), we 
applied a ``one-time'' adjustment of 1.9 percent to the standard 
payment amount for FY 2006 to account for changes in provider coding 
practices that did not reflect real changes in case mix, and in 
determining the update to the LTCH PPS Federal rate for RY 2007, we 
proposed to make an adjustment to account for changes in coding 
practices that do not reflect real changes in case mix in addition to 
the existing ``one-time'' budget neutrality adjustment at Sec.  
412.523(d)(3). However, we believe that the commenter has mistakenly 
assumed that the adjustment to the most recent estimate of the market 
basket to account for changes in coding practices in determining the 
proposed Federal rate for RY 2007 is the same as the possible one-time 
prospective adjustment provided for under Sec.  412.523(d)(3). As we 
stated above in this section, when we established the regulations at 
Sec.  412.523(d)(3), we provided for the possibility of making a one-
time prospective adjustment to the LTCH PPS rates so that the effect of 
any significant difference between actual payments and estimated 
payments for the first year of the LTCH PPS would not be perpetuated in 
the LTCH PPS rates for future years (August 30, 2002; 67 FR 56027 
through 56037). The purpose of this one-time adjustment is to ensure 
that total estimated payments under the LTCH PPS in FY 2003 were 
``budget neutral'' to what total estimated payments would have been if 
the LTCH PPS were not implemented in FY 2003 by correcting for possible 
significant errors in the calculation of the LTCH PPS FY 2003 standard 
Federal rate. However, as we discuss in greater detail above in section 
IV.C.3. of this preamble, the proposed adjustment to the LTCH PPS 
market basket to account for changes in coding practices for the 
determination of the Federal rate for RY 2007 update is a separate 
adjustment to the Federal rate. While the one-time adjustment would 
ensure that any errors in past estimates would not be perpetuated in 
the LTCH PPS rates for future years, the proposed adjustment to account 
for coding practices in the proposed update to the Federal rate for RY 
2007 is intended to adjust the Federal rate for increased payments made 
in FY 2004 that resulted from an increase in CMI due to improved 
documentation and coding rather than an increase in patient severity. 
Therefore, because the intended purposes of the adjustments are 
different, as explained above, we do not believe that we are acting in 
an inconsistent manner by making two separate adjustments under the 
LTCH PPS (one adjustment to account for changes in coding practices in 
determining the RY 2007 Federal rate and the other under Sec.  
412.523(d)(3) to ensure budget neutrality in the first year of the LTCH 
PPS (FY 2003)). We also note that, although we made a ``one-time'' 
adjustment under the IRF PPS to account for the effect of coding or 
classification changes that do not reflect real changes in case mix 
that resulted in increased Medicare payments to IRFs for the time 
period between 1999 and 2002, the statute does not preclude CMS from 
making additional adjustments under the IRF PPS in the future based on 
evidence of coding or classification changes that do not reflect real 
changes in case mix, to the extent that such changes affect aggregate 
IRF PPS payments.
    In addition, we do not believe that the adjustment to the market 
basket estimate to account for changes in coding practices in 
determining the update to the LTCH PPS Federal rate for RY 2007 
necessarily replaces the need for a possible one-time budget neutrality 
adjustment. However, as we noted in the RY 2007 LTCH PPS proposed rule 
and as we reiterated above, the zero percent update to the Federal rate 
for the 2007 LTCH PPS rate year may make the one-time prospective 
adjustment to the LTCH PPS Federal rate provided for under Sec.  
412.523(d)(3) unnecessary. Specifically, to the extent our review of FY 
2003 data (which will include, but is not limited to changes in case-
mix) shows that, if by coincidence after updating the Federal rate by 
zero percent in RY 2007, the Federal rate is appropriate, it is 
possible that any further adjustment to the Federal rate may be 
unnecessary. Furthermore, as discussed in greater detail below, since 
the intended purpose of the one-time adjustment at Sec.  412.523(d)(3) 
is to ensure that total estimated payments under the LTCH PPS in FY 
2003 were ``budget neutral'' to what total estimated payments would 
have been if the LTCH

[[Page 27844]]

PPS were not implemented in FY 2003, we believe it is incumbent upon us 
to extend the deadline for this adjustment to ensure that we are in 
possession of the most reliable cost report data indicating the actual 
LTCH costs during FY 2003. Therefore, as discussed above, because the 
intended purposes of the adjustment to the market basket to account for 
changes in coding practices in determining the RY 2007 Federal rate and 
the possible ``one-time'' adjustment under Sec.  421.523(d)(3) are 
different, we disagree with the commenter that LTCHs will be penalized 
twice by establishing a zero percent update for RY 2007 and extending 
the deadline for determining the possible ``one-time'' adjustment under 
Sec.  412.523(d)(3).
    We also disagree with the commenters' contention that our proposal 
to extend the deadline for the possible one-time budget neutrality 
adjustment would constitute ``an abuse of its statutory authority.'' 
Rather, as we stated in the RY 2007 LTCH PPS proposed rule (71 FR 
4681)), section 123(a)(1) of the BBRA, required that the system 
``maintain budget neutrality'' for FY 2003. Moreover, section 123(a)(1) 
of the BBRA as amended by section 307(b)(1) of the BIPA confers broad 
authority on the Secretary to make appropriate adjustments under the 
LTCH PPS. Consequently, we believe we would be fulfilling our statutory 
mandate to ensure that FY 2003 payments under the LTCH PPS are in fact 
budget neutral. Under budget neutrality, estimated aggregate payments 
under the LTCH prospective payment system would equal the estimated 
aggregate payments that would be made if the LTCH PPS would not be 
implemented for FY 2003. The methodology for determining the LTCH PPS 
standard Federal rate for FY 2003 that would ``maintain budget 
neutrality'' is described in considerable detail in the August 30, 2002 
final rule (67 FR 56027 through 56037). As we discussed in that same 
final rule, our methodology for estimating payments for the purposes of 
budget neutrality calculations used the best available data and 
necessarily reflects assumptions in estimating aggregate payments that 
would be made if the LTCH PPS was not implemented. We also stated our 
intentions to monitor LTCH PPS payment data to evaluate the ultimate 
accuracy of the assumptions used in the budget neutrality calculations 
(for example, inflation factors, intensity of services provided, or 
behavioral response to the implementation of the LTCH PPS). To the 
extent that those assumptions significantly differ from actual 
experience, the aggregate amount of actual payments during FY 2003 may 
actually be significantly higher or lower than the estimates upon which 
the budget neutrality calculations were based. Therefore, in 
implementing the LTCH PPS, the Secretary exercised his broad authority 
in establishing the LTCH PPS and provided for the possibility of a one-
time prospective adjustment to the LTCH PPS rates at Sec.  
412.523(d)(3). The purpose of that provision was to prevent any 
significant difference between actual payments and estimated payments 
for the first year of the LTCH PPS, when we established the budget 
neutral Federal rate, as required by the statute (discussed 
previously), from being perpetuated in the PPS rates for future years.
    It is accurate that currently the most recent complete year of LTCH 
cost report data is FY 2003 (the data which is needed to determine if 
the possible one-time budget neutrality adjustment is necessary). 
However, the vast majority of the FY 2003 LTCH cost report data is 
currently only ``as submitted'' by the LTCH and has not yet been 
reviewed before being settled (or audited) by the FI. LTCH cost report 
data from FY 2004 is also currently available; however, it is only 
partially complete (that is, not all LTCHs' FY 2004 cost reports are 
available). As we explained in the RY 2007 LTCH PPS proposed rule (71 
FR 4684), because of the lag time typically involved in the entire cost 
report settlement process, currently we are not able to utilize the 
most accurate and complete data reflecting the actual costs incurred by 
LTCHs for cost reporting periods beginning during FY 2003 because the 
majority of LTCHs' FY 2003 cost reports are not as yet settled. 
Specifically, as noted in the RY 2007 LTCH PPS proposed rule, there are 
many LTCHs with cost reporting periods from September 1 through August 
30, which first became subject to the LTCH PPS on September 1, 2003. 
Given the lag time required for typical cost report settlement 
involving submission, desk review, and in some cases an audit, which 
can take approximately 2 additional years to complete (and we expect to 
audit a number of LTCH cost reports for the purpose of this analysis), 
we do not believe that the October 1, 2006 deadline established at 
Sec.  412.523(d)(3) is any longer reasonable or realistic. In fact, we 
believe that it would be inappropriate to develop and propose such an 
adjustment that would be effective by October 1, 2006, as required by 
the current regulations, to the Federal rate under Sec.  412.523(d)(3) 
when we do not believe that we are in possession of the most reliable 
cost report data indicating the actual costs of LTCHs during the year 
in which we established the LTCH PPS (FY 2003). As we explained in the 
RY 2007 LTCH PPS proposed rule (71 FR 4684), we believe that we will be 
in possession of the most reliable FY 2003 cost report data reflecting 
the actual costs of LTCHs during the year in which we established the 
standard Federal payment rate for LTCHs with an August 2004 fiscal year 
ending date by July 2007. Therefore, any proposed adjustment could then 
be proposed, and if ultimately finalized, implemented on July 1, 2008. 
Furthermore, we believe that having additional years of data that were 
generated under the LTCH PPS (such as FY 2004 LTCH cost report data, 
and possibly partially complete FY 2005 LTCH cost report data) may be 
useful in assisting us in evaluating the settled and audited FY 2003 
LTCH cost report data. Subsequent years data may be helpful in 
determining if the possible one-time budget neutrality adjustment under 
Sec.  412.523(d)(3) is necessary, as it may help us to identify 
aberrant or erroneous FY 2003 data.
    In the RY 2007 LTCH PPS proposed rule (71 FR 4685), we emphasized 
the distinction between the sufficiency of the data utilized for the 
analysis that supported the proposed update to the Federal rate for RY 
2007 and the proposal to postpone the possible one-time prospective 
adjustment to the Federal rate at Sec.  412.523(d)(3). Specifically, 
the RY 2007 update to the Federal rate is based on the best data from 
FY 2004, including case-mix data, which is derived from the MedPAR 
files, and data analysis coordinated by OACT, ORDI, and assisted by 3M. 
The LTCH claims data used to make this case-mix adjustment are current 
and accurate and are not dependent upon the cost report settlement 
process. However, the data review that we believe necessary for the 
comprehensive analysis of the accuracy of the Federal payment rate 
under Sec.  412.523(d)(3), which would be applied prospectively (and 
therefore has the potential to affect all future LTCH PPS Federal 
rates), is dependent on settled Medicare cost report data that we 
expect will be available by July 2007. We believe that only through a 
thorough analysis of the most comprehensive and accurate data from the 
first year of the implementation of the LTCH PPS for FY 2003 (including 
settled and fully audited cost reports) will we be able to reliably 
determine whether a one-time prospective adjustment to the Federal

[[Page 27845]]

rate should be proposed. Therefore, we believe that postponing the 
deadline for this possible one-time prospective adjustment until July 
1, 2008 will allow us to have the best available data from the first 
year of the LTCH PPS (FY 2003) upon which to base such an adjustment.
    We disagree with the commenters that suggest that the transition 
period budget neutrality adjustment should make it unnecessary to 
postpone the deadline for making the possible one-time budget 
neutrality adjustment under Sec.  412.523(d)(3). As discussed above in 
section V.D.5. of this preamble, during each year of the 5-year 
transition period, we reduce all LTCH Medicare payments (whether an 
LTCH elects payment based on 100 percent of the Federal rate or whether 
an LTCH is being paid under the transition blend methodology) to 
account for the cost of the applicable transition period methodology in 
a given LTCH PPS rate year. We established this adjustment because the 
standard Federal rate was determined as if all LTCHs would be paid 
based on 100 percent of the standard Federal rate. However, since we 
provided for a 5-year transition period that allows LTCHs to choose to 
receive blended payments based partially on the reasonable cost-based 
methodology, it was necessary to make a budget neutrality adjustment 
that accounts for the additional costs to the Medicare program that 
result from the increased payments to LTCHs that choose to receive 
blended payments. As reiterated above, we separately provided for the 
possibility of making a one-time prospective adjustment to the LTCH PPS 
rates at Sec.  412.523(d)(3) so that the effect of any significant 
difference between actual payments and estimated payments for the first 
year of the LTCH PPS would not be perpetuated in the LTCH PPS rates for 
future years. Therefore, as explained above, because the intended 
purposes of the adjustments are vastly different, we do not believe 
that the transition period budget neutrality adjustment can replace the 
need for a possible one-time budget neutrality adjustment.
    To summarize, we believe that postponing the deadline for this 
possible one-time prospective adjustment until July 1, 2008 will allow 
us to have the best available data from the first year of the LTCH PPS 
(FY 2003) upon which to base an adjustment. Therefore, in this final 
rule, we are postponing the deadline for the possible one-time budget 
neutrality adjustment under Sec.  412.523(d)(3). Accordingly, in this 
final rule, under broad authority conferred upon the Secretary by 
section 123 of the BBRA as amended by section 307(b) of the BIPA to 
include appropriate adjustments in the development of the LTCH PPS, we 
are revising Sec.  412.523(d)(3) to specify that the Secretary will 
review payments under the LTCH PPS and may make a one-time prospective 
adjustment to the LTCH PPS rate on or before July 1, 2008, so that the 
effect of any significant difference between actual payments and 
estimated payments for the first year of the LTCH PPS is not 
perpetuated in the LTCH PPS rates for future years. Finally, as we 
discussed in the RY 2007 LTCH PPS proposed rule and as stated above in 
section IV.D.4. of this preamble, we note that we intend to revisit our 
earlier determinations as to the appropriateness of other payment 
adjustments (for example, DSH, or IME) at the same time that we would 
establish the possible one-time prospective adjustment by July 1, 2008.

VI. Other Policy Changes for the 2007 LTCH PPS Rate Year

A. Adjustments for Special Cases

1. Adjustment for Short-Stay Outlier (SSO) Cases
a. Changes to the Method for Determining the Payment Amount for SSO 
Cases
    In the August 30, 2002 rule for the LTCH PPS, under Sec.  412.529, 
we established a special payment policy for SSO cases, that is cases 
with a LOS of less than or equal to five-sixths of the geometric ALOS 
for each LTC-DRG. When we established the SSO policy, we explained that 
``[a] short-stay outlier case may occur when a beneficiary receives 
less than the full course of treatment at the LTCH before being 
discharged. These patients may be discharged to another site of care or 
they may be discharged and not readmitted because they no longer 
require treatment. Furthermore, patients may expire early in their LTCH 
stay'' (67 FR 55995). Also in the August 30, 2002 final rule, we stated 
that when we first described the policy, in the March 27, 2002 proposed 
rule, ``* * * we based the proposed policy on the belief that many of 
these patients could have been treated more appropriately in an acute 
hospital subject to the acute care hospital inpatient prospective 
payment system'' (67 FR 55995). Therefore, under the LTCH PPS, we 
implemented a special payment adjustment for SSO cases. Under the 
existing SSO policy at Sec.  412.529, for LTCH PPS discharges with a 
LOS of up to and including five-sixths (\5/6\) of the geometric ALOS 
for the LTC-DRG, in general, we adjust the per discharge payment under 
the LTCH PPS by the lesser of 120 percent of the estimated cost of the 
case, 120 percent of the LTC-DRG specific per diem amount multiplied by 
the LOS of that discharge, or the full LTC-DRG payment.
    As noted previously, generally LTCHs are defined by statute as 
having an ALOS of greater than 25 days. We stated that we believe that 
the SSO payment adjustment results in more appropriate payments, since 
these cases most likely would not receive a full course of an LTCH-
level of treatment in such a short period of time and the full LTC-DRG 
payment may not always be appropriate. Payment-to-cost ratios simulated 
for LTCHs, for the cases described above, indicated that if LTCHs 
received a full LTC-DRG payment for those cases, they would be 
significantly ``overpaid'' for the resources they have actually 
expended in treating those patients.
    In establishing the SSO policy, we also believed that providing a 
reduced payment for SSO cases would discourage hospitals from admitting 
patients for whom they would not provide complete treatment to maximize 
Medicare payments. We also believed that the policy did not severely 
penalize providers that, in good faith, had admitted a patient and 
provided some services before realizing that the beneficiary could 
receive more appropriate treatment at another site of care. As we 
explained in the FY 2003 LTCH PPS final rule, establishing an SSO 
payment for these types of cases addressed the incentives inherent in a 
discharge-based prospective payment system for LTCHs for treating 
patients with a short LOS (67 FR 55995 through 56000).
    When we established the SSO adjustment at the outset of the LTCH 
PPS, we noted in the August 30, 2002 final rule that the regression 
analyses and simulations based on prior years' LTCH claims data 
generated under the former reasonable cost-based (TEFRA) system, upon 
which we based many of our policy determinations regarding the design 
of the LTCH PPS for FY 2003, indicated that nearly half of LTCH cases 
would be paid on an adjusted per discharge amount based on the SSO 
payment policy established at Sec.  412.529 once the LTCH PPS was 
implemented. However, as we stated in that rule, we believe that ``* * 
* this data analysis does not necessarily predict the future behavior 
of LTCHs operating under a prospective payment system. The data used in 
the analysis are a product or reflection of the practice patterns of 
hospitals that operate under the mechanisms of the TEFRA payment 
system, which are different from the principles of a prospective 
payment

[[Page 27846]]

system. However, these are the best data available upon which we can 
simulate LTCH behavior under the new LTCH prospective payment system. 
We believe that once the LTCH prospective payment system is 
implemented, the practice patterns of LTCHs will change. We anticipate 
that hospitals will alter their admission, treatment, and discharge 
patterns. Thus, we fully expect that an increasing majority of cases 
will be reimbursed on an unadjusted per discharge basis during the 
transition from reasonable cost-based reimbursement to prospective 
payments'' (67 FR 55999).
    As we noted in the August 30, 2003 final rule, ``* * *[B]ased on 
our experience in implementing other Medicare prospective payment 
systems, we fully expect that as new data are received, we may revisit 
policy decisions described in this final rule. Furthermore, our Office 
of Research, Development, and Information (ORDI)] will be tracking the 
impact of the prospective payments on LTCHs, other hospitals that treat 
long-term care patients, and other post-acute care providers, which 
will enable us to determine whether additional policy changes are 
warranted'' (67 FR 55999).
    A change in the SSO policy was published in the RY 2004 LTCH PPS 
final rule (68 FR 34148), following a reexamination of the impact of 
the SSO policy on subclause (II) LTCHs authorized by section 
1886(d)(1)(B)(iv)(II) of the Act which we implemented at Sec.  
412.23(e)(2)(ii). At that time, we revised certain aspects of the SSO 
policy to meet the specific needs of this type of LTCH. This provision 
provided an exception to the general definition of an LTCH set forth in 
section 1886(d)(1)(B)(iv)(I) of the Act, implemented at Sec.  
412.23(e)(2)(i), specifying that to qualify as an LTCH, a hospital must 
have first been excluded as an LTCH in calendar year (CY) 1986, have an 
inpatient ALOS of greater than 20 days, and demonstrate that 80 percent 
or more of its annual Medicare inpatient discharges in the 12-month 
cost reporting period ending in FY 1997 have a principal diagnosis that 
reflects a finding of neoplastic disease (62 FR 46016 and 46026). In 
the RY 2004 final rule, we particularly noted that the Congress 
recognized the existence and importance of a distinct category of LTCHs 
that might not otherwise warrant exclusion from the acute care 
inpatient PPS under subclause (I) but which nonetheless fulfilled a 
unique and vital role in serving a particular subset of Medicare 
patients. Consistent with existing policies that differentiated 
subclause (II) LTCHs from other LTCHs, we determined that it was 
reasonable for us to consider whether or not a policy that was designed 
for LTCHs designated under subclause (I) could reasonably and equitably 
be applied to a subclause (II) LTCH without some measure of adjustment. 
Therefore, in the RY 2004 LTCH PPS final rule, we provided an 
additional adjustment to the SSO policy for subclause (II) LTCHs. 
Specifically, in the RY 2004 LTCH PPS final rule (68 FR 34147 through 
34148), we made a temporary adjustment to the applicable percentages 
used in the SSO payment formula at Sec.  412.529(c) (applied to the 
cost of the SSO case or the per diem LTC-DRG payment) used to calculate 
Medicare payments under the SSO policy. Specifically, at existing Sec.  
412.529(c)(4) for LTCHs designated under section 1886(d)(1)(B)(iv)(II) 
of the Act and Sec.  412.23(e)(2)(ii), we established a temporary 
adjustment that will sunset upon such hospitals' first cost reporting 
period beginning on or after October 1, 2006. Under existing policy, 
Medicare payment to a subclause (I) LTCH for SSOs is the least of the 
following: 120 percent of the LTC-DRG per diem amount multiplied by the 
LOS of the discharge; 120 percent of the estimated cost of the case; or 
the full LTC-DRG. Under this temporary adjustment at Sec.  
412.529(c)(4) for a subclause (II) LTCH, we substitute the following 
percentages for the 120 percent figure used for subclause (I) hospitals 
in the SSO payment formula at Sec.  412.529(c). For discharges, 
occurring on or after July 1, 2003, for cost reporting periods 
beginning during the first year of the 5-year LTCH PPS transition 
period for subclause (II) LTCHs, the SSO percentage is 195 percent. For 
discharges occurring in the cost reporting periods beginning during the 
second year of the transition period, the applicable SSO percentage is 
193 percent; for discharges occurring in cost reporting periods 
beginning during the third year of the transition period, the 
applicable percentage is 165 percent; for discharges occurring in the 
cost reporting period beginning during the fourth year of the 
transition, the percentage is 136 percent; and for discharges occurring 
in cost reporting periods beginning during the fifth year of the 5-year 
transition (and for discharges occurring in all future cost reporting 
periods), the SSO percentage for ``subclause (II)'' LTCHs would also be 
120 percent, that is, the same as it is currently for all other LTCHs 
under the LTCH PPS.
    As we continue to monitor the SSO policy, as we discussed in the RY 
2007 LTCH PPS proposed rule (71 FR 4636), an analysis of LTCH claims 
data from the FY 2004 MedPAR files (using version 23.0 of the GROUPER), 
reveals that approximately 37 percent of LTCH discharges continue to be 
paid under the provisions of the existing SSO policy at Sec.  412.529. 
As noted previously, at the outset of the LTCH PPS, the data upon which 
we based our system indicated that 48.4 percent of patients admitted to 
LTCHs fell into the category of SSOs, a percentage that we believed to 
be inappropriately high, given that the LTCHs are excluded by statute 
from the IPPS since it is understood that LTCHs are established to care 
for patients requiring long-term hospital-level care. We believed our 
existing policy accounted for the fact that an LTCH in good faith could 
admit a patient and provide some services before realizing that the 
beneficiary would receive more appropriate treatment at another site of 
care. But in establishing the SSO policy, which provided a reduced 
payment for cases with a LOS that is up to and including five-sixths of 
the geometric ALOS for the LTC-DRG, it was our intent to not encourage 
hospitals to admit patients for whom a long-term hospital stay was not 
appropriate. We were concerned that these inappropriate admissions 
could be made to maximize payment (67 FR 55995). As noted previously, 
when this policy was established, at the start of the LTCH PPS for cost 
reporting periods beginning on or after October 1, 2002, nearly one-
half (48.4 percent) of all LTCH cases would have been paid as SSOs. 
However, we believed that the percentage of SSOs would drop 
significantly from 48.4 percent once the LTCH PPS was implemented. As 
we stated in the RY 2007 LTCH PPS proposed rule, we expressed our 
concern that the existing SSO payment adjustment at Sec.  412.529, 
which generally will pay a per discharge amount based upon the lesser 
of 120 percent of the specific LTC-DRG per diem amount (multiplied by 
the LOS); 120 percent of the estimated costs of the case; or the full 
LTC-DRG payment as specified in existing Sec.  412.529(c)(1), may 
unintentionally have provided a financial incentive for LTCHs to admit 
patients more appropriately treated in other settings.
    In the August 30, 2002 final rule, when we first presented our 
rationale for establishing the SSO policy, we noted that since LTCHs 
are defined by statute as generally having an ALOS greater than 25 
days, we had proposed payment adjustments to make appropriate payment 
for cases that may have been transferred from an acute


[[Continued on page 27847]]


From the Federal Register Online via GPO Access [wais.access.gpo.gov]
]                         
 
[[pp. 27847-27896]] Medicare Program; Prospective Payment System for Long-Term Care 
Hospitals RY 2007: Annual Payment Rate Updates, Policy Changes, and 
Clarification

[[Continued from page 27846]]

[[Page 27847]]

hospital prematurely'' (67 FR 55999). We continue to have these 
concerns, and we believe that our data indicate that after more than 3 
years of the LTCH PPS, a policy reexamination is both necessary and 
appropriate when so many SSO cases have short lengths of stay. In fact, 
a large percentage of SSOs have a LOS of 14 days or less. To address 
these concerns, in the RY 2007 LTCH PPS proposed rule, consistent with 
the Secretary's broad authority ``to provide for appropriate 
adjustments to the long-term hospital payment system * * *'' 
established under section 123 of the BBRA as amended by section 
307(b)(1) of BIPA, we proposed to reduce the current adjustment at 
existing Sec.  412.529(c)(1)(ii), which is based on 120 percent of the 
estimated costs of the case, to 100 percent of the estimated costs of 
the case for discharges occurring on or after July 1, 2006. We believe 
that by reducing the Medicare payment to the LTCH for a specific SSO 
case so that it would not exceed the estimated costs incurred for that 
case, we would be removing what we believe could be a financial 
incentive that the current policy has established to treat short stay 
cases in LTCHs. We are not changing the payment option of 120 percent 
of the per diem for a specific LTC-DRG multiplied by the LOS for that 
case because of the specific calculations upon which we based this 
aspect of the SSO policy adjustment. As described in detail in the FY 
2003 final rule LTCH PPS, when we first established the SSO policy, we 
found that five-sixths of the geometric ALOS would be the SSO threshold 
where the full LTC-DRG payment would be made at 120 percent. That is, 
by adjusting the per discharge payment by paying at 120 percent of the 
per diem LTC-DRG payment, once a stay reaches five-sixths of the 
geometric ALOS for the LTC-DRG, the full LTC-DRG payment will have been 
made. We continue to believe that this specific methodology, which 
results in a gradual increase in payment as the LOS increases without 
producing a payment ``cliff'' at any one point, provides a reasonable 
payment option under the SSO policy. (67 FR 55997, August 30, 2002)
    As discussed in the RY 2007 LTCH PPS proposed rule, we believe that 
this proposed revision to the SSO payment methodology reducing the 120 
percent of cost option to 100 percent of costs would further discourage 
inappropriate admissions of these patients to LTCHs because we will be 
removing the financial incentive to admit cases that do not typically 
belong in LTCHs but would be more appropriately treated in another 
setting (for example, an inpatient acute care hospital). Further, since 
the vast majority of LTCH patients are admitted directly from IPPS 
acute-care hospitals, a fact verified by our patient data files 
(National Claims History Files), a recent MedPAC Report (June 2003, p. 
79), and by research done by the Urban Institute at the outset of the 
LTCH PPS and by RTI, as we discussed in the RY 2007 LTCH PPS proposed 
rule, we believe that the admission of short-stay patients at LTCHs may 
indicate premature and even inappropriate discharges from the referring 
acute care hospitals. For example, if an acute care hospital patient 
required additional inpatient services, it would usually be most 
appropriate for the acute care hospital to continue to treat the 
patient rather than discharging and admitting the patient to a LTCH for 
a short-stay episode.
    To remove what may be an inappropriate financial incentive for a 
LTCH to admit a short-stay case, as well as, to discourage LTCHs from 
behaving like acute care hospitals by having a significant number of 
cases with lengths of stay more typical of acute care hospitals and 
also to discourage LTCHs from admitting patients that could be 
premature discharges from acute care hospitals, in the RY 2007 LTCH PPS 
proposed rule, we also proposed to add a fourth payment method to the 
three alternatives under Sec.  412.529(c) for SSO cases. Specifically, 
we proposed to revise Sec.  412.529 to provide that for discharges from 
LTCHs described in Sec.  412.23(e)(2)(i) occurring on or after July 1, 
2006, payment for a SSO case would be the least of the following: 120 
percent of the per diem amount for a specific LTC-DRG multiplied by the 
LOS of the discharge; 100 percent of the estimated costs of the case 
(which we proposed to change from the existing 120 percent of estimated 
costs); the full LTCH PPS payment for the LTC-DRG; or a payment amount 
under the LTCH PPS that is comparable to the payment that would 
otherwise be paid under the IPPS.
    We explained that this additional component to the SSO payment 
formula would be particularly appropriate because it reflects our 
concern that generally, LTCHs that admit SSO patients with lengths of 
stay more typical of an acute care hospital may be, in fact, behaving 
like acute care hospitals. Therefore, we proposed to include an 
alternative payment method under the LTCH PPS SSO adjustment that could 
result in a LTCH PPS payment to the LTCH for a SSO stay that would be 
comparable to what Medicare would pay to an acute care hospital for the 
same DRG. Furthermore, since over 80 percent of all LTCH patients (FY 
2003 MedPAR) are admitted from acute care hospitals to LTCHs, of which 
many become SSOs, an acute care hospital's discharge of a patient who 
is still in need of acute-level care may indicate a premature and 
inappropriate discharge from the acute care hospital and an 
inappropriate admission to the LTCH, which would result in a second, 
Medicare payment for the case of the patient to the LTCH for what is 
actually one episode of care. We established a similar payment 
adjustment under the LTCH PPS at Sec.  412.534 for a LTCH HwH or LTCH 
satellite for which greater than 25 percent (or the appropriate 
specified percentage) of its patients were admitted from a host 
hospital in the FY 2005 IPPS final rule (69 FR 49191 through 49214). 
Under that policy, unless the patient reached high cost outlier (HCO) 
status at the acute care hospital prior to discharge, Medicare payments 
to the LTCH HwH or satellite for those cases in excess of the 
applicable threshold are based upon the lesser of a payment otherwise 
payable under the LTCH PPS or a LTCH PPS amount equivalent to what 
would have been paid for such a discharge under the IPPS. This payment 
adjustment reflected our belief that if patient-shifting between a host 
hospital and its co-located LTCH exceeded a specific threshold, the 
onsite LTCH was functioning as a de facto unit of the acute care 
hospital, a configuration not permitted by section 1886(d)(1)(B) of the 
Act, which authorizes rehabilitation and psychiatric units but not LTCH 
units of acute care hospitals. We reasoned that if the patient was in 
effect, being treated in a ``unit'' of the acute care hospital, it was 
reasonable to revise the payment methodology and take this into 
account. For LTCH HwH or satellite discharges in excess of the 25 
percent (or appropriate percentage) threshold, therefore, as specified 
in Sec.  412.534, Medicare will make a payment based upon the lesser of 
the LTCH PPS payment otherwise payable under subpart O and an amount 
under this subpart that is equivalent to an amount that would be paid 
under the IPPS.
    As we discussed in the RY 2007 LTCH PPS proposed rule, we believe 
that adapting the underlying premise of the payment adjustment at Sec.  
412.534 to a new payment adjustment method under the SSO policy would 
be particularly appropriate, since we were concerned (and our data 
seemed to confirm) that LTCHs may be admitting patients that would 
otherwise be treated in acute care hospitals, as evidenced by lengths 
of stay at LTCHs more in

[[Page 27848]]

keeping with an acute care hospital stay, than the considerably longer 
lengths of stay characteristic of LTCHs. We believed that under this 
proposed additional payment method under the LTCH PPS for SSO patients, 
the LTCH could receive a Medicare LTCH PPS payment comparable to that 
which would be paid under the IPPS.
    As we also discussed in the RY 2007 LTCH PPS proposed rule, we are 
very concerned that acute care hospitals may be shifting some of their 
potentially longer stay patients to LTCHs, resulting in a high 
incidence of SSOs at LTCHs. This pattern may indicate a premature 
discharge from the acute care hospital (where less than a full course 
of treatment was delivered) and an unnecessary admission to the LTCH. 
The payment adjustment at Sec.  412.534, based on the 25 percent (or 
applicable percentage) threshold, focused on inappropriate patient 
movement between co-located providers. However, we do not believe that 
co-location is a prerequisite to inappropriate patient-shifting between 
an acute care hospital and a LTCH.
    As indicated previously, section 123 of the BBRA, as amended by 
section 307(b)(1) of the BIPA confers broad discretionary authority on 
the Secretary to implement a prospective payment system for LTCHs, 
including providing for appropriate adjustments to the payment system. 
This broad authority gives the Secretary great flexibility to fashion a 
LTCH PPS based on both original policies as well as concepts borrowed 
from other payments systems that are adapted, where appropriate, to the 
LTCH context. In the instant case, our finalized SSO policy utilizes, 
in large part, principles from the IPPS payment methodology and builds 
upon those concepts to create a LTCH PPS payment adjustment that 
results in an appropriate payment for those inpatient stays that we 
believe are not characteristic of LTCHs but could be more appropriately 
treated in another setting.
    Consequently, in the discussion that follows, as we explained in 
the RY 2007 LTCH PPS proposed rule, for the sake of clarity, we use 
phrases such as ``IPPS DRG relative weights,'' and the ``IPPS labor-
related share,'' in describing features of the IPPS that we would use 
in calculating LTCH PPS payments under this new alternative adjustment. 
We want to emphasize, however, that such a payment would not be an IPPS 
payment but rather, a payment under the LTCH PPS that is generally 
comparable to a payment under the IPPS payment methodology. Therefore, 
for Medicare payments for SSO cases under the LTCH PPS we proposed to 
add a fourth option that would be ``an amount under subpart O that is 
comparable to an amount that otherwise would be paid under the IPPS'' 
that would be calculated based on the sum of the applicable operating 
and capital IPPS rates in effect at the time of the discharge from the 
LTCH, as established in the applicable IPPS final rule published 
annually in the Federal Register. This would be necessary since, under 
the IPPS, there are separate Medicare rates for operating (subpart D of 
part 412) and capital (subpart M of part 412) costs to acute care 
hospitals; while, under the LTCH PPS, there is a single payment for the 
operating and capital costs of the inpatient hospital services provided 
to LTCH Medicare patients. We also proposed to add that ``an amount 
under subpart O that is comparable to an amount that otherwise would be 
paid under the IPPS'' would be calculated including the applicable 
differences in resource use (that is, IPPS DRG relative weights), 
differences in area wage levels (that is, wage index), a COLA for 
hospitals located in Alaska and Hawaii, the treatment of a 
disproportionate share of low income patients (DSH), if applicable, and 
an adjustment for indirect medical education (IME), if applicable. (We 
would emphasize that, under this proposed policy, Medicare payments, 
payable under subpart O, would be ``comparable'' to what would 
otherwise be paid under the IPPS, rather than ``equal'' to an IPPS 
payment because, as we explained, there are specific features of the 
IPPS that do not directly translate into the LTCH PPS, so there would 
be no way to assure that LTCH payments are ``equal'' to an amount that 
would be paid under the IPPS. In using the word ``comparable,'' to 
describe this payment alternative to the existing SSO policy, we 
intended to make clear that such payments would be calculated by 
applying IPPS principles to achieve a close approximation of payments 
that would be made under the IPPS, recognizing the fact that not all 
components of the IPPS can be carried out precisely in the LTCH PPS 
context.)
    Specifically, in the RY 2007 LTCH PPS proposed rule, we proposed 
that we would calculate an amount payable under subpart O comparable to 
what would otherwise be paid under the IPPS for the costs of inpatient 
operating services which would be based on the standardized amount 
determined under Sec.  412.64(c), adjusted by the applicable DRG 
weighting factors determined under Sec.  412.60. This amount would be 
further adjusted to account for different area wage levels by 
geographic area using the applicable IPPS labor-related share, based on 
the CBSA where the LTCH is physically located as set forth at Sec.  
412.525(c) and using the IPPS wage index for non-reclassified hospitals 
published in the annual IPPS final rule. (In the RY 2006 LTCH PPS final 
rule (70 FR 24200), we discuss the inapplicability of geographic 
reclassification procedures for LTCHs.) For LTCHs located in Alaska and 
Hawaii, this amount would also be adjusted by the applicable proposed 
COLA factor used under the IPPS published annually in the IPPS final 
rule. (Currently these same COLA factors are used under both the IPPS 
and the LTCH PPS.)
    Additionally, this SSO proposed revised payment adjustment 
alternative (that is, an amount comparable to what would be paid under 
the IPPS for the case) could also include a DSH adjustment (see Sec.  
412.106), if applicable. Under the proposed revision to the LTCH PPS 
SSO payment adjustment in the case of a LTCH that is a teaching 
hospital, we explained that we would determine the IME payment 
adjustment for the LTCH by imputing a limit on the number of full-time 
equivalent (FTE) residents that may be counted for IME (IME cap) based 
on the LTCH's direct GME cap as set forth at Sec.  413.79(c)(2) (which 
would already have been established for a LTCH which had residency 
programs). Thus, we proposed calculating an IME payment for the LTCH 
that is comparable to the IPPS payment formula set forth at Sec.  
412.105. Under the IPPS IME payment regulations at Sec.  412.105 limits 
were established on the number of FTE residents a hospital is permitted 
to count for IME payments based on the number of residents reported by 
the hospital 1996 cost report. The use of a proxy for the IME cap would 
be necessary because it would not be appropriate to apply the IPPS IME 
rules literally in the context of this LTCH PPS payment adjustment.
    Thus, we proposed calculating an IME payment for a LTCH that is a 
teaching hospital that is comparable to the IPPS payment formula set 
forth at Sec.  412.105. The use of a proxy for the IME cap would be 
necessary because it would not be appropriate to apply the IPPS IME 
rules literally in the context of this LTCH PPS payment adjustment. 
This IME FTE resident cap under the IPPS would not translate 
appropriately to a LTCH. Since a LTCH was not paid IME in 1996 it would 
not have reported any FTE residents for IME purposes on its 1996 cost 
report. Therefore, we proposed using the LTCH's direct GME

[[Page 27849]]

resident cap for the purpose of calculating the proposed payment 
adjustment alternative for SSOs. We believed this proposal was 
reasonable since it would cap the number of FTE residents that could be 
counted for IME payment purposes of calculating a comparable IME 
payment based on the best available data on residency programs at LTCHs 
(which could be computed from direct GME data for LTCHs that had 
residency programs). Using an imputed IME FTE resident cap based on GME 
data would enable us to factor an adjustment for indirect costs of 
residency programs into a Medicare payment under the LTCH PPS for those 
SSO cases where the least of the payment alternatives is an amount 
under the LTCH PPS comparable to what would be paid under the IPPS. 
Both a DSH adjustment and an IME adjustment, as necessary, could be 
computed from data already collected on the LTCH's cost report.
    Therefore, we proposed to refer to the LTCH's direct GME resident 
cap for the purpose of calculating the proposed payment adjustment 
alternative for SSOs. We believed this proposal was reasonable since it 
would cap the number of FTE residents that could be counted for 
purposes of calculating a comparable IME payment based on the best 
available data on residency programs at LTCHs (which could be computed 
from direct GME data for LTCHs that had residency programs).
    As we discussed in the RY 2007 LTCH PPS proposed rule, under this 
proposed LTCH PPS payment adjustment, an amount payable under subpart O 
comparable to what would be paid under the IPPS would also include 
payment for inpatient capital-related costs, based on the proposed 
revision to the LTCH PPS SSO payment adjustment. In the case of a LTCH 
that is a teaching hospital, we explained that we would determine the 
comparable IME payment adjustment for the LTCH by imputing a limit on 
the number of full-time equivalent (FTE) residents that may be counted 
for IME (IME cap) based on the LTCH's direct GME cap as set forth at 
Sec.  413.79(c)(2) (which would already have been established for a 
LTCH which had residency programs) and the capital Federal rate at 
Sec.  412.308(c), which would be adjusted by the applicable IPPS DRG 
weighting factors at Sec.  412.60, as set forth at Sec.  412.312(b). We 
proposed that this amount would be further adjusted by the applicable 
geographic adjustment factors set forth at Sec.  412.316, including 
wage index (based on the CBSA where a LTCH is physically located and 
derived from the IPPS wage index for non-reclassified hospitals as 
published in the annual IPPS final rule), and large urban location, if 
applicable.
    We note that we proposed that ``a LTCH PPS payment amount 
comparable to what would be paid under the IPPS'' would not include 
additional payments for extraordinarily high cost cases under the IPPS 
outlier policy (Sec.  412.80(a)(3)). Under existing LTCH PPS policy, a 
SSO case that meets the criteria for a LTCH PPS HCO payment at Sec.  
412.525(a)(1) (that is, if the estimated costs of the case exceed the 
adjusted LTC-DRG SSO payment plus the fixed loss amount) would receive 
an additional payment under the LTCH PPS HCO policy at Sec.  412.525(a) 
(67 FR 56026, August 30, 2002). For purposes of HCOs under the proposed 
SSO policy, we would continue to use a fixed-loss amount calculated 
under Sec.  412.525(a), and not a fixed-loss amount based on Sec.  
412.80(a). Medicare would pay the LTCH 80 percent of the costs of the 
case that exceed the sum of the applicable option of the least of the 
four proposed payment options, described above, and the fixed-loss 
amount determined under Sec.  412.525(a). As we discussed in the RY 
2007 LTCH PPS proposed rule, we used the term ``comparable'' in the 
proposed fourth payment alternative so that the public will realize 
that this payment alternative is not exactly the same as the one that 
is similarly worded in Sec.  412.534(c)(2), (d)(1), and (e)(1), 
discussed in section VI.B. of the RY 2007 proposed rule.
    Therefore, in the RY 2007 proposed rule, we proposed two changes to 
the existing SSO payment provision. First, we proposed to decrease the 
percentage of costs in the current SSO payment formula (that is, 120 
percent of the costs) to 100 percent of costs. Secondly, we proposed to 
add a fourth option that Medicare would pay an LTCH PPS payment amount 
comparable to the amount that would have otherwise been paid under the 
IPPS for such a case, if that amount is lower than the other three 
payment alternatives.
    As we discussed in the RY 2007 LTCH PPS proposed rule, we 
established special provisions for the SSO policy for subclause (II) 
LTCHs in the RY 2004 LTCH PPS final rule (68 FR 34147). We proposed to 
exempt subclause (II) LTCHs from the proposed additional revisions to 
the SSO policy discussed above until the 5th year of the phase-in of 
the LTCH PPS for such a LTCH (that is, for discharges occurring during 
cost reporting periods beginning on or after October 1, 2006). This 
proposed approach is consistent with our existing policy as it applies 
to subclause (II) LTCHs in that these LTCHs do not become subject to 
the specific SSO percentages established for subclause (I) LTCHs until 
cost reporting periods beginning on or after October 1, 2006. 
Therefore, since the percentages applied under the proposed SSO policy 
for subclause (II) LTCHs would not be reduced to 120 percent until the 
fifth year of the transition, the proposed reduction from 120 percent 
of the estimated costs of the case to 100 percent of the estimated 
costs would not apply to a subclause (II) LTCH until that time, nor 
would the additional proposed alternative, of an amount payable under 
Subpart O comparable to the amount that would otherwise be paid under 
the IPPS, apply to discharges from a subclause (II) LTCH until such a 
LTCH's cost reporting period beginning on or after October 1, 2006. 
Therefore, under the proposed policy discussed in the RY 2007 LTCH PPS 
proposed rule, SSO discharges at a subclause (II) LTCH that had a 
January 1 through December 31 cost reporting period, for example, would 
be subject to the proposed changes to the SSO provision (including the 
proposed reduction to 100 percent of costs and the proposed addition of 
the fourth option of ``a payment comparable to what would otherwise 
have been paid under the IPPS'') for discharges occurring on or after 
the start of its 5th year of the transition on January 1, 2007.
    The proposal to exempt subclause (II) LTCHs from the proposed 
revisions to the SSO policy that would be effective beginning in RY 
2007 until cost reporting periods beginning on or after October 1, 2006 
was consistent with our understanding of Congressional intent in 
establishing this special category of LTCHs in section 4417(b) of the 
BBA. The Congress provided an exception to the general definition of 
LTCHs under subclause (I) and subclause (II). In the RY 2004 LTCH PPS 
final rule (68 FR 34148), we evaluated the SSO policy for subclause 
(II) LTCHs, and we noted that the unique Congressional mandate set 
forth in section 1886(d)(1)(B)(iv)(II) of the Act circumscribes such a 
LTCHs' admission policies to the extent that it is being identified as 
a LTCH to provide a particular type of service (for which the ALOS is 
greater than 20 days) to a particular population (at least 80 percent 
have a principal diagnosis of neoplastic disease). We stated that we 
believed that a LTCH in this category might not be able to readily 
address the type of patients and the costs it incurs for those patients 
as would LTCHs described under subclause (I). We believed that it was 
necessary to adjust the original short stay policy for

[[Page 27850]]

subclause (II) LTCHs during the 5-year transition period, so that a 
LTCH of this type could continue to serve its community, as intended by 
the Congress (68 FR 34148).
    As we discussed in the RY 2007 LTCH PPS proposed rule, we proposed 
that hospitals that qualify as subclause (II) LTCHs would become 
subject to the proposed changes to the SSO provision, when a subclause 
(II) LTCH would become fully subject to the general SSO policy at Sec.  
412.529, which will be for discharges occurring in the first cost 
reporting period beginning on or after October 1, 2006.
    We received many comments on our proposed revisions to the SSO 
policy representing the views of trade associations representing LTCHs, 
both for-profit and not-for-profit LTCH groups, medical corporations 
that include LTCHs, state medical societies, a Chamber of Commerce, 
legislators, physicians and other hospital staff, and several 
interested citizens. In general, commenters did not support our 
proposed policy and the payment reductions to LTCHS that would result 
if it was finalized.
    Comment: Several commenters supported CMS's goal of analyzing the 
role of LTCHs as one of several treatment settings among post-acute 
providers for Medicare beneficiaries. However, they urged us not to 
finalize the portion of the proposed SSO policy that would include the 
alternative payment option for payment comparable to the IPPS payment 
amount. These commenters believe that finalizing this policy would 
result in drastic payment reductions and consequential losses to the 
LTCHs. One commenter noted that our proposed policies had made it 
necessary to answer the following question: ``Where is the proper place 
for LTCHs along the continuum of care for Medicare beneficiaries and 
how is this place substituted for in areas where there are no or few 
LTCHs.'' The commenter further stated that this was ``a proper question 
to ask for a prudent purchaser of care'' but urged us to arrive at a 
``clinically-based'' answer to this question.
    Response: We appreciate the commenters' recognition of the very 
serious issues regarding LTCHs underlying our proposed policy 
revisions. The commenter is also correct in questioning the role of 
LTCHs in the continuum of beneficiary care. As a provider category, 
LTCHs were created by section 1886(d)(1)(B)(iv)(I) of the Act and 
defined by the statute: a LTCH is ``a hospital which has an average 
inpatient LOS (as determined by the Secretary) of greater than 25 
days.'' (Subclause (II) LTCHs, discussed below in these responses, 
which were established under the BBA of 1997, function under highly 
specific requirements.) As a ``prudent purchaser of care,'' we believe 
that we have the mandate to appropriately pay for the hospital-level 
services provided to Medicare beneficiaries. The RTI study, that is 
discussed in section XII.B. of the preamble to this final rule, 
represents a highly significant step in the direction of evaluating the 
clinical role for LTCHs. In addition to the RTI study, there is 
considerable attention being focused by CMS on issues of substitution 
of services among provider types, and the potential for the development 
of a uniform assessment tool across post-acute providers. As RTI 
evaluates the feasibility of identifying clinically-based criteria for 
LTCH patients, it continues to concern us that patients with the same 
general medical profile as these LTCH patients are also being treated 
nationally at acute care hospitals, generally as HCOs. Although, as 
described in detail in our responses below, we are not finalizing this 
specific revision to the SSO policy, as proposed, we continue to be 
concerned about the significant number of extremely short-stay patients 
currently receiving treatment at LTCHs, a provider type that is 
distinguished solely by its focus on long-stay hospital-level care.
    Comment: While many commenters urged us not to finalize the 
proposed formula for SSO payments that included the option of an IPPS-
comparable payment amount, they did express considerable understanding 
of our concerns about the payment incentives inherent in the existing 
SSO policy, particularly with regards to the very short stays. We 
received numerous suggestions on an approach more targeted with the 
goals of avoiding excessive payment for such very short stays, avoiding 
underpayment of appropriate admissions, and also avoiding any payment 
incentives that would allow LTCHs to retain patients unnecessarily to 
exceed the SSO thresholds. Although opposing these proposed revisions, 
one commenter encouraged us to modify the proposed policy to strike a 
balance between payment adequacy and financial incentives.
    A number of commenters urged us to establish a category of very 
short stay discharges (VSSDs) mirroring the payment policy for stays of 
1 through 7 days that we proposed when we designed the LTCH PPS (67 FR 
13453, March 22, 2002) suggesting that we continue to pay the remainder 
of SSO cases under the existing SSO policy. The commenters presented 
several other variations in the definition of a VSSD and also 
suggestions for a SSO policy payment methodology, which include:
     VSSD cases would be defined as cases with a LOS of less 
than \1/6\ of the geometric ALOS. These VSSDs would be paid under our 
proposed policy.
     VSSD cases should be defined from 1 through 5 or 7 days, 
and be reimbursed at 100 percent of cost.
     VSSD cases should be reimbursed at a percentage of cost 
(for example, 95 percent) with the 5 percent reallocated to other SSO 
payment levels.
     Define VSSD cases as 10 to 20 percent of the geometric 
ALOS: (1) Reduce costs from 120 percent to 100 percent for VSSD cases; 
(2) For other cases up to \5/6\ of the geometric mean LOS, 110 percent 
costs.
     Create three categories of SSO cases--VSSD cases, 
intermediate short stay cases, and all other short stay cases up to \5/
6\ (existing definition of SSO): (1) A VSS case is a case that has a 
LOS equal to or less than \2/6\ of the geometric ALOS for a LTC-DRG and 
paid the lesser of the three existing options with 100 percent of cost 
(instead of 120 percent); (2) Intermediate short stay cases would be 
between \5/6\ of the geometric ALOS and \4/6\ of the geometric ALOS, 
and paid the lesser of the three existing options with 110 to 115 
percent of cost (instead of 120 percent); (3) All others would be those 
cases that exceed \4/6\ of the geometric ALOS but are less than or 
equal to \5/6\ of the geometric ALOS and paid the least of three 
existing options with 115 to 120 percent of cost.
     For cases with lengths of stay less than or equal to 20 
percent of the geometric ALOS, use IPPS-comparable payment rates.
     For VSSD cases, the SSO payment should be 100 percent of 
costs for 8-20 day stays and the full LTC-DRG for stays of 20 or more 
days. LTCH cases with a LOS greater than 20 days should be removed from 
the SSO definition.
     For cases where the ALOS is equal to or less than 20 
percent of the geometric mean LOS, Medicare should pay less than cost 
(that is, at 80 percent or 90 percent of cost) and reallocate the 
remainder to other LTCH PPS payments.
     Pay all SSO patients at 110 percent of cost.
     For VSSD cases, payments should be 100 percent costs or 22 
percent per diem; for stays of 8 days through the up to \5/6\ the 
geometric ALOS, use the same method as presently used.
     Convert the IPPS comparable payment to per diem (similar 
to transfer DRG methodology) and pay based on

[[Page 27851]]

the actual number of days that a patient is in the LTCH without capping 
the payment at the full IPPS DRG to recognize the amount of resources 
and effort expended by the LTCH.
     Pay SSOs under an additional LTC-DRG similar to CMG 5000 
under the IRF PPS if the LOS is below a certain number of days. It 
would receive a low fixed payment.
    Response: We have carefully evaluated the comments that we received 
on the proposed modifications to the SSO payment policy. Specifically, 
we understand the commenters' concerns that applying the option of an 
IPPS-comparable payment to all SSO cases at LTCHs would result not only 
in paying for very short stay cases under this policy, but also could 
result in making such a payment under the same LTCH PPS SSO policy 
option for a patient who is treated for a relatively long stay. 
Accordingly, under our finalized policy, we believe that it is 
appropriate to provide that as the length of a SSO stay increases, the 
case begins to resemble a more ``typical'' LTCH stay and 
consequentially, it is appropriate that payment should be based 
increasingly more on what would otherwise be payable under the LTCH 
PPS. Therefore, under the SSO policy at Sec.  412.529, effective for 
discharges occurring on or after July 1, 2006, we will pay the lesser 
of 100 percent of the estimated costs for the discharge, 120 percent of 
the per diem of the LTC-DRG multiplied by the LOS, the full LTC-DRG 
payment, or a blend of the comparable IPPS per diem payment amount 
(capped at the full IPPS comparable payment amount) and the 120 percent 
of the LTC-DRG per diem payment amount (as described in greater detail 
below). The IPPS comparable payment amount portion of the blend at 
Sec.  412.529 is determined in the same manner as we proposed in the RY 
2007 LTCH PPS proposed rule (71 FR 4688 through 4690), and as described 
above in this section. (As noted elsewhere, the SSO policy has been a 
feature of the LTCH PPS since its inception for FY 2003 based on data 
analysis of FY 1998 and 1999 MedPAR files. The data simulations and 
projections upon which the existing policy was based, as well as 
alternatives that we evaluated, are detailed in the FY 2003 final rule 
for the LTCH PPS (67 FR 55954, 55995-56006).)
    We are not establishing a category of VSSDs or VSSOs, suggested by 
a significant number of commenters for the same reason that we 
originally decided not to distinguish such cases at the inception of 
the LTCH PPS for FY 2003 (67 FR 55954, 56000 through 56002). At that 
time, we determined that such a policy produced a payment ``cliff,'' by 
which a significantly higher payment would result from an 8 day stay 
than from a 7 day stay. Although we agree that generally, LTCH stays of 
7 days or less are the most obvious example of a stay that should not 
be treated at an LTCH (and some of the commenters suggested a VSSD 
threshold of as few as 5 days), we believe that the policy that we are 
finalizing, described in detail below, addresses this concern without 
providing an inappropriate payment incentive for extending a patient 
stay at an LTCH. The payment alternative that we are finalizing is 
based on recognizing the distinction between the shortest stays and 
those stays that, although still technically are SSOs, more typically 
represent the type of cases for which the LTCH provider category was 
established.
    In this final rule, therefore, under the SSO policy at revised 
Sec.  412.529, beginning with discharges occurring during RY 2007, we 
will pay the lesser of 100 percent of the estimated costs of the 
discharge (as we proposed in the RY 2007 LTCH PPS proposed rule), 120 
percent of the LTC-DRG per diem payment amount multiplied by the LOS, 
the full LTC-DRG payment, or an LTCH PPS payment based on a blend of 
the IPPS-comparable per diem payment amount (capped at the full IPPS 
comparable payment amount), and the 120 percent of the LTC-DRG per diem 
payment amount (as derived from a feature of the existing SSO policy) 
(as described in greater detail below).
    We are providing for this fourth option based on the above 
described blend of payments because, as noted above, we believe that as 
the length of a SSO stay increases, the case begins to resemble a more 
``typical'' LTCH stay as defined under section 1886(d)(1)(B)(IV)(I) of 
the Act and envisioned by the statutes authorizing the establishment of 
the LTCH PPS. Consequentially, under the blend alternative to the SSO 
policy at Sec.  412.529(c)(2)(iv) that we are establishing in this 
final rule, as the LOS of the SSO case increases, the percentage of the 
IPPS comparable per diem amount will decrease and the percentage of the 
120 percent of the LTC-DRG specific per diem amount will increase. We 
are further ``capping'' the IPPS-comparable per diem portion of the 
blend option at an amount comparable to the full IPPS payment amount, 
described below, for a specific DRG. We believe that capping the IPPS 
comparable per diem amount portion of the blend option of the SSO 
payment formula at the full IPPS comparable payment amount is 
consistent with the overall premise of the blend alternative, stated 
above. In capping the IPPS-comparable portion of the blend payment at 
an amount that would be comparable to the full IPPS comparable payment 
amount, we affirm the underpinnings of the revised SSO policy that we 
are finalizing, which are, that as the LOS of a LTCH hospitalization 
increases, the treatment resources and costs associated with the stay 
are more in keeping with typical payments under the LTCH PPS and less 
comparable to an IPPS stay. The IPPS-comparable amount under this 
finalized SSO payment option, will be determined by the methodology 
that we proposed in the RY 2007 proposed rule for the fourth option to 
the SSO payment adjustment. Although we are not finalizing that policy, 
we are adopting the definition of ``IPPS comparable'' established in 
the RY 2007 LTCH PPS proposed rule.
    We would also note that the patient classification system for both 
the IPPS and the LTCH PPS is the DRG system. The only distinction 
between the DRG systems used by the IPPS and the LTCH PPS is the 
weights assigned to each DRG that we derive from the data emerging from 
acute care hospitals and LTCHs, respectively. Under the blend payment 
option for SSOs described below, as the LOS of a SSO increases, the 
percentage of the payments based on the LTC-DRGs will increase and the 
percentage of the payment based on the IPPS-comparable payment derived 
from the IPPS DRGs will decrease.
    Specifically, in the RY 2007 LTCH PPS proposed rule, we proposed 
that we would calculate an amount payable under subpart O comparable to 
what would otherwise be paid under the IPPS for the costs of inpatient 
operating services which would be based on the standardized amount 
determined under Sec.  412.64(c), adjusted by the applicable DRG 
weighting factors determined under Sec.  412.60 as specified at Sec.  
412.64(g). This amount would be further adjusted to account for 
different area wage levels by geographic area using the applicable IPPS 
labor-related share, based on the CBSA where the LTCH is physically 
located as set forth at Sec.  412.525(c) and using the IPPS wage index 
for non-reclassified hospitals published in the annual IPPS final rule. 
(In the RY 2006 LTCH PPS final rule (70 FR 24200), we discuss the 
inapplicability of geographic reclassification procedures for LTCHs.) 
For LTCHs located in Alaska and Hawaii, this amount would also be 
adjusted by the applicable proposed

[[Page 27852]]

COLA factor used under the IPPS published annually in the IPPS final 
rule. (Currently these same COLA factors are used under both the IPPS 
and the LTCH PPS.)
    Additionally, this SSO proposed revised payment adjustment 
alternative (that is, an amount comparable to what would be paid under 
the IPPS for the case) could also include a DSH adjustment (see Sec.  
412.106), if applicable.
    Under the proposed revision to the LTCH PPS SSO payment adjustment 
in the case of a LTCH that is a teaching hospital, we explained that we 
would determine the IME payment adjustment for the LTCH by imputing a 
limit on the number of full-time equivalent (FTE) residents that may be 
counted for IME (IME cap) based on the LTCH's direct GME cap as set 
forth at Sec.  413.79(c)(2) (which would already have been established 
for a LTCH which had residency programs). Thus, we proposed calculating 
an IME payment for this LTCH that is comparable to the IPPS payment 
formula set forth at Sec.  412.105. The use of a proxy for the IME cap 
would be necessary because it would not be appropriate to apply the 
IPPS IME rules literally in the context of this LTCH PPS payment 
adjustment. Under the IPPS, IME payment regulations at Sec.  412.105, 
limits were established on the number of FTE residents a hospital is 
permitted to count for IME payments based the number of residents 
reported by the hospital 1996 cost report. This IME FTE resident cap 
under the IPPS would not translate appropriately to a LTCH. Since a 
LTCH was not paid IME in 1996 it would not have reported any FTE 
residents for IME purposes on its 1996 cost report. Therefore, we 
proposed using the LTCH's direct GME cap for the purpose of calculating 
the proposed payment adjustment alternative for SSOs. We believed this 
proposal was reasonable since it would cap residents for IME payment 
purposes based on the best available data on residency programs at 
LTCHs (which could be computed from direct GME data for LTCHs that had 
residency programs). Using an imputed GME cap would enable us to factor 
an adjustment for residency programs into a Medicare payment under the 
LTCH PPS for those SSO cases where the least of the payment 
alternatives is an amount under the LTCH PPS comparable to what would 
be paid under the IPPS. Both a DSH adjustment and an IME adjustment, as 
necessary, could be computed from data already collected on the LTCH's 
cost report.
    As we discussed in the RY 2007 LTCH PPS proposed rule, an IPPS 
comparable amount under the LTCH PPS for the purposes of the SSO 
payment adjustment, would also include payment for inpatient capital-
related costs, based on the capital Federal rate at Sec.  412.308(c), 
which would be adjusted by the applicable IPPS DRG weighting factors. 
This amount would be further adjusted by the applicable geographic 
adjustment factors set forth at Sec.  412.316, including wage index 
(based on the CBSA where a LTCH is physically located and derived from 
the IPPS wage index for non-reclassified hospitals as published in the 
annual IPPS final rule), and large urban location, if applicable.
    A LTCH PPS payment amount comparable to what would be paid under 
the IPPS would not include additional payments for extraordinarily high 
cost cases under the IPPS outlier policy (Sec.  412.80(a)). Under 
existing LTCH PPS policy, a SSO case that meets the criteria for a LTCH 
PPS HCO payment at Sec.  412.525(a)(1) (that is, if the estimated costs 
of the case exceed the adjusted LTC-DRG SSO payment plus the fixed-loss 
amount) would receive an additional payment under the LTCH PPS HCO 
policy at Sec.  412.525(a) (67 FR 56026; August 30, 2002). For purposes 
of HCOs under the proposed SSO policy, we would continue to use a 
fixed-loss amount calculated under Sec.  412.525(a), and not a fixed-
loss amount based on Sec.  412.80(a). Medicare would pay the LTCH 80 
percent of the costs of the case that exceed the sum of the applicable 
option and the fixed-loss amount determined under Sec.  412.525(a). As 
we discussed in the RY 2007 LTCH PPS proposed rule, we used the term 
``comparable'' in the proposed fourth payment alternative so that the 
public will realize that this payment alternative is not exactly the 
same as the one that is similarly worded in Sec.  412.534(c)(2), 
(d)(1), and (e)(1), discussed in section VI.B. of the RY 2007 LTCH PPS 
proposed rule.
    Therefore, under the SSO policy that we are finalizing in this 
final rule, we are providing for a blend alternative under the LTCH PPS 
at Sec.  412.529(c)(2)(iv), that is based on a percentage of the 
payment calculated using the standard Federal payment rate and LTC-DRG 
weights utilized under the LTCH PPS and, as described above, a 
percentage of the paymentscomparable to the standard Federal rates, DRG 
weights, and applicable payment policies established under the IPPS.
    Specifically, for the ``LTCH'' component of this SSO payment 
option, the percentage based of the 120 percent of the LTC-DRG per diem 
amount will be based on the ratio of the (covered) LOS of the case to 
the lesser of the SSO threshold for the LTC-DRG (that is, \5/6\ of the 
geometric ALOS of the LTC-DRG) or 25 days (as discussed below). In 
addition, the LOS in the numerator may not exceed the number of days in 
the denominator (that is, the percentage may not exceed 100 percent). 
The remaining percent of the blend alternative at Sec.  
412.529(c)(2)(iv) (that is, 100 percent minus the percentage that is 
based on the 120 percent of the LTC-DRG per diem amount explained 
above) will be applied to the IPPS comparable per diem amount, detailed 
above. For purposes of the blend payment option, we have also specified 
that the IPPS comparable per diem amount will be capped at the full 
IPPS comparable amount, as explained below.
    In explaining this blend payment option, we want to emphasize, 
there has been no change in our existing policy at Sec.  412.503 
regarding Medicare payment for covered days under the LTCH PPS. 
Therefore, under the SSO policy at revised Sec.  412.529, including the 
above described blend option, until the SSO threshold (\5/6\ the ALOS 
for each LTC-DRG) is exceeded at which point a full LTC-DRG payment is 
generated, Medicare payment for a specific case is based on the number 
of days of coverage remaining to each beneficiary. We also want to note 
that in determining the percentage of the LTC-DRG-based portion of the 
blend option, we utilize the lesser of 25 days or the SSO threshold 
(\5/6\ ALOS of each LTC-DRG) as the number divided into the covered 
days of the stay. In keeping with the underlying premise of the blend 
option under the SSO policy, we believe that as the length of a SSO 
stay increases, the stay more closely resembles a characteristic LTCH 
stay. Consequently, for specific purposes of the blend, we believe that 
utilizing the ``greater than 25 day'' statutory definition as a 
benchmark for identifying an appropriate LTCH hospitalization 
recognizes Congressional intent in establishing LTCHs as a distinct 
provider category. In computing the blend option, therefore, as 
described below, we believe that it is both fair and reasonable that 
for each patient stay, we utilize the lesser of the LTC-DRG's specific 
SSO threshold or 25 days as the denominator.
    The following example illustrates how the blend alternative at 
Sec.  412.529(c)(2)(iv) would be determined where the LTCH patient has 
a covered LOS of 11 days, has an estimated cost of $11,775, and is 
grouped to hypothetical DRG XYZ. For purposes of this example, for DRG 
XYZ, the full LTC-DRG payment is $38,597.41, the LTCH PPS geometric 
ALOS is 33.6 days,

[[Page 27853]]

the LTCH PPS SSO threshold (that is, \5/6\ of the geometric ALOS) is 
28.0 days, the full IPPS comparable amount is $8,019.82, and the IPPS 
geometric ALOS is 4.5 days. For this example, the blend alternative at 
Sec.  412.529(c)(2)(iv) would be calculated as follows:
     Step (1): Determine the LTC-DRG per diem portion of the 
blend alternative at Sec.  412.529(c)(2)(iv).
    (a) The 120 percent of the LTC-DRG per diem amount for the 11 days 
stay is equal to the full LTC-DRG payment divided by the geometric ALOS 
of LTC-DRG XYZ multiplied by the covered LOS and multiplied by 1.2.
[GRAPHIC] [TIFF OMITTED] TR12MY06.000

    (b) The percentage of the 120 percent of the LTC-DRG per diem 
amount for 11 days is calculated by dividing the covered LOS by the 
lesser of the \5/6\ ALOS of LTC-DRG XYZ or 25 days (that is, 11 days / 
25 days = 0.44). (In this example, 25 days was used in the denominator 
since the \5/6\ ALOS of LTC-DRG XYZ (28.0 days) is greater than 25 
days. If the \5/6\ ALOS of LTC-DRG XYZ was less than 25 days, that 
value would have been used in the denominator of this calculation. In 
addition, the LOS in the numerator may not exceed the number of days in 
the denominator (that is, the percentage may not exceed 100 percent).
    (c) Determine the LTC-DRG per diem portion of the blend alternative 
at Sec.  412.529(c)(2)(iv) by multiplying the percentage determined in 
Step 1b by the 120 percent of the LTC-DRG per diem amount for the 11 
days (from Step 1a) (that is, 0.44 x $15,163.28 = $6,671.84).
     Step (2): Determine the IPPS comparable per diem portion 
of the blend alternative at Sec.  412.529(c)(2)(iv).
    (a) The IPPS comparable per diem amount is equal to the full IPPS 
comparable amount divided by the geometric ALOS of IPPS DRG XYZ 
multiplied by the covered LOS (that is, $8,019.82 / 4.5 days x 11 days 
= $19,604.00. However, since this amount exceeds the full IPPS 
comparable amount ($8,019.82), only the full IPPS comparable amount 
($8,019.82) will be used in the blend alternative calculation.
    (b) The percentage of the IPPS comparable per diem amount is 
calculated by subtracting the percentage determined in Step 1b from 100 
percent (that is, 1 minus the covered LOS divided by the lesser of the 
\5/6\ ALOS of DRG XYZ or 25 days) or 1 minus 0.44 (as shown in Step 1b 
= 0.56).
    (c) Determine the payment amount of the IPPS comparable per diem 
portion of the blend alternative at Sec.  412.529(c)(2)(iv) for the 11-
day stay by multiplying the percentage determined in Step 2b by the 
IPPS comparable per diem amount (from Step 2a), (that is, 0.56 x 
$8,019.82 = $4,491.10).
     Step (3): Compute the total payment amount of the blend 
alternative at Sec.  412.529(c)(2)(iv) by adding the LTC-DRG per diem 
portion (Step 1c) and the IPPS comparable per diem portion (Step 2c), 
(that is, 6,671.84 + $4,491.10 = $11,162.94).
    Table 10 provides detailed instructions for calculating payments 
using the blend alternative.

BILLING CODE 4120-01-P

[[Page 27854]]

[GRAPHIC] [TIFF OMITTED] TR12MY06.001

BILLING CODE 4120-01-C

[[Page 27855]]

    In this example, the SSO payment would equal $11,162.94 (using the 
blend alternative at Sec.  412.529(c)(2)(iv)) since it is lower than 
100 percent of cost ($11,775), 120 percent of the LTC-DRG per diem 
($15,163.28), and the full LTC-DRG payment ($38,597.41).
    If, in the above example, the covered LOS of the patient would have 
been 24 days, the blend alternative percentage of the 120 percent of 
the LTC-DRG per diem amount in step 1b would be 0.96 (instead of 0.44) 
and the blend percentage of the IPPS comparable per diem amount in step 
2c would be 0.04 (instead of 0.56). For a covered LOS of 24 days, the 
120 percent of the LTC-DRG per diem amount would be $33,083.97. The 
comparable IPPS per diem amount would be $42,772.37, which is greater 
than the full IPPS comparable amount ($8,019.82). Thus, for a covered 
LOS of 24 days, the amount determined under the blend alternative at 
Sec.  412.529(c)(2)(iv) would be as follows:

$32,080.97=[(0.96 x $33,083.52) + (0.04 x $8,019.82)].

    As the LOS of an SSO case approaches the SSO threshold (that is, 
\5/6\ of the geometric ALOS of the LTC-DRG), the amount determined 
under the blend alternative at Sec.  412.529(c)(2)(iv) more closely 
approximates a full LTC-DRG payment. For instance, in the example with 
a covered LOS of 24 days discussed above, the amount determined under 
the blend alternative at Sec.  412.529(c)(2)(iv) ($32,080.97) is 
approximately 83 percent of the full LTC-DRG payment ($38,597.41).
    For cases with very short lengths of stay (that is, even less than 
the IPPS ALOS), the IPPS comparable per diem amount portion of the 
blended payment amount would be less than the full IPPS comparable 
payment amount based on the per diem calculation described above, which 
would be a percentage of the full IPPS comparable payment. Furthermore, 
as described below, as the LOS reaches the lower of the five-sixths SSO 
threshold or 25 days, the payment could be equal to the full LTC-DRG 
(based on existing SSO policy). Because we are limiting the denominator 
of the blend percentage to the lesser of the \5/6\ ALOS or 25 days, for 
SSO cases in LTC-DRGs that have an SSO threshold of greater than or 
equal to 25 days and that have a covered LOS of 25 days or more, the 
blend alternative at Sec.  412.529(c)(2)(iv) will equal 120 percent of 
the LTC-DRG per diem amount determined under Sec.  412.529(d)(1). For 
instance, in the example presented above in this section, where the SSO 
threshold for DRG XYZ is equal to 28.0 days, for an LTCH patient with a 
covered LOS of either 25, 26, 27 or 28 days, the blend alternative at 
Sec.  412.529(c)(2)(iv) will equal 120 percent of the LTC-DRG per diem 
amount based on the covered LOS of the stay (that is, $33,083.52 for a 
25-day LOS). Under this revised SSO policy, once the covered LOS equals 
25 days, Medicare payment for an SSO case would be based on the lesser 
of 100 percent of the estimated cost of the case, 120 percent of the 
per diem LTC-DRG multiplied by the LOS or the full LTC-DRG since the 
blend option as described above, at that 25-day point, will be based on 
100 percent of the LTC-DRG per diem payment amount and 0 percent of the 
IPPS comparable per diem payment amount. Therefore, once the LOS is 25 
days or more, the blend method ceases to apply for purposes of 
calculating the payment amount and instead, the payment amount for the 
fourth option is equal to one of the other options: 120 percent of the 
LTC-DRG per diem amount. In this example, calculation of SSO payment 
for days 26, 27, or 28 would be based on the lesser of those 
alternatives and if the patient remained at the LTCH on or after day 
29, the SSO threshold would be exceeded and a full LTC-DRG would be 
generated.
    Although we did not adopt many of the commenters' suggestions that 
we distinguish VSSO or VSSD cases and pay them either at or below cost, 
we do believe that this finalized payment policy for SSO cases endorses 
their premise that such cases do not fit the typical profile of LTCH 
cases and it can be reasonably argued that such cases should not be 
paid similarly to those that are more characteristic of LTCH cases. In 
general, we believe that our finalized policy, which transitions from a 
larger percentage of the LTCH PPS payment that is based on the IPPS 
comparable per diem amount to a higher proportion of payment based on 
the 120 percent of the LTC-DRG per diem amount as the LOS increases, 
realistically addresses our significant concerns that the shortest LOS 
cases could have continued to be treated at an acute care hospital and 
not require an LTCH stay and therefore payments to LTCHs under the LTCH 
PPS should be adjusted accordingly.
    Comment: We received numerous comments that praised the quality 
care given to Medicare beneficiaries by the LTCHs in their areas and 
urged us not to make significant cuts in Medicare payments which they 
fear would result in reduced services. The commenters asserted that, 
coupled with CMS' decision to maintain LTCH standard Federal rates from 
RY 2006, revision of the payment adjustment for SSO patients will be 
detrimental to the industry as costs of providing care will exceed 
payment. The commenters further stated that underpayment to LTCHs will 
cause patients with complex medical conditions to lose access to 
appropriate care and increase costs to acute care hospitals which will 
be forced to continue caring for these sicker patients. The commenters 
believed that the revised SSO payment policy, as proposed, would have a 
profound impact on the entire health care system of their communities 
since their LTCHs are a critical component of the state health care 
delivery system. They state that since LTCHs offer specialized services 
not available elsewhere, severe cutbacks for LTCHs could resonate 
throughout the entire health care system. One commenter noted that CMS 
made a statement that it does not expect any changes in quality of care 
or access to services for Medicare beneficiaries under the LTCH PPS 
based on proposed rule policies. However, one of the commenters 
believes, to the contrary, a decrease in payments will have pervasive 
effects on LTCHs. Moreover, the commenter pointed out that the impact 
of changes in our payments to LTCHs because of the proposed SSO policy 
revisions will not only affect services offered to ``the most 
vulnerable patients,'' but also will have an impact on the staff of the 
LTCHs. Several of the commenters specify that they envision that acute 
care hospitals will be overtaxed and incur additional costs without 
being able to free up ICU beds for patients who need short-term acute 
care services. They also state that the acute care hospitals in their 
communities may not be able to meet patient needs for those needing 
LTCH services.
    Response: We understand the serious concerns expressed by the 
commenters and, although we are not finalizing the particular SSO 
policy revisions as it was proposed, we want to assure the commenters 
that we are aware of their concerns. We also agree that if a Medicare 
beneficiary is appropriately referred, and admitted, to one of the 
approximately 400 LTCHs in the United States for a complex medical 
condition, the beneficiary could receive excellent medical care from a 
highly trained and committed professional staff. As discussed above in 
this section, we revisited the specific proposed payment revisions to 
the SSO policy based on the many clear and well-crafted comments that 
we received, and the policy that we are finalizing will not have the 
more

[[Page 27856]]

extensive financial consequences on longer SSO cases expected by the 
commenters from the proposed policy changes. As explained in more 
detail in the impact section of this notice, we estimate that the 
financial impact on LTCHs from this final policy will be significantly 
less than the original proposed policy.
    Therefore, we do not believe that the revisions to the SSO policy 
that we are finalizing will result in LTCHs going out of business nor 
that significant services would have to be curtailed with dire 
consequences for beneficiaries, staff or the local medical care system. 
As noted elsewhere, our data indicates that for FY 2003, the aggregate 
margins for LTCHs were 7.8 percent and for 2004, they were 12.7 
percent. Therefore, we believe that even with decreased Medicare 
payments for SSO patients, such as we are envisioning based on this 
finalized payment policy and detailed in the Impact (see section XV. to 
this final rule), we believe that LTCHs will generally be able to 
continue delivering high quality medical care to their patients. We 
continue to believe, however, that acute-care hospitals should not be 
discharging patients to LTCHs without having provided a full episode of 
care and we also continue to have concerns about LTCHs admitting those 
short stay patients who could otherwise continue to be treated in acute 
care hospitals. We have revised our policy under the SSO adjustment and 
in finalizing the blend option for paying SSO patients, we do not 
believe that we are requiring any additional determinations nor are we 
creating any circumstance that should not already be incorporated in 
the determination to admit a patient to an LTCH following treatment at 
an acute care hospital.
    Comment: Numerous commenters argued that our proposed IPPS-
comparable payment option under the SSO policy, if finalized, could be 
expected to discourage physicians from discharging patients from acute 
care hospitals and admitting them to LTCHs. Thus, they charged that we 
were establishing a system wherein clinical judgment is being trumped 
by determinations based solely on payment. The commenters further 
stated that since physicians discharge patients to LTCHs because it is 
in the patients' best interests, we would be substituting our judgment 
for a physician, setting a very dangerous precedent. Furthermore, 
physicians cannot be expected to guess the LOS or the death of a 
severely ill patient upon admittance to the LTCH. The commenters also 
note that there is available data supporting the medical determination 
that physicians are discharging patients to the LTCH setting because 
the patient's needs are better served in the LTC setting than in an 
acute care hospital setting.
    Response: As stated above in this section, we have revised our 
proposed IPPS-comparable payment option in light of the comments that 
we have received and after further data and policy analysis. Contrary 
to what the commenter states, however, the policy objective underlying 
the proposed SSO rule was to preclude LTCHs and physicians from taking 
advantage of a system that significantly overpays for patients that do 
not require the extensive resources that such high payments are 
intended to support. As discussed later, we recognize that some SSO 
cases are unavoidable due to death or an unexpected clinical 
improvement and early discharge. However, we have noted that in a 
community where both acute care and LTCH beds are available, patients 
are routinely transferred from the acute care hospital to the LTCH for 
the remainder of care just because the LTCH resource is available. We 
are concerned that this trend has increased exponentially because it 
provides an acceptable disposition of the patient for the physician, 
and because it is an expeditious means of lowering the acute hospital 
LOS and costs. There is no question that the multidisciplinary approach 
for certain complex patients (for example, ventilator weaning) is 
appropriate. However, we are very concerned that the LTCH is assuming 
the role of the acute care hospital for many other patients, at a far 
higher cost, which it is possible to do as long as the LTCH continues 
to maintain an ALOS of 25 days for purposes of qualifying for payments 
under the LTCH. We do not believe, moreover, that the payment policy 
option that we are finalizing for SSO discharges will deter physicians 
from delivering appropriate care to beneficiaries or from making 
appropriate referrals to LTCHs. We are seeking, in finalizing this 
payment policy, to remove any financial incentive that could encourage 
an LTCH to admit a patient from an acute-care hospitals prior to that 
patient having received a full episode of care at the acute care 
hospital.
    Comment: Several commenters cited a study centered at Barlow 
Respiratory Hospital that charted the course of ventilator weaning 
treatment for 1419 medically unstable patients at 23 LTCHs from March 
2002 through February 2003. The study reports that more than 50 percent 
of this group of patients were weaned from the ventilators and 
evidenced improvement both neurologically and functionally. The 
commenters assert that this study exemplifies the excellent level of 
care for such patients at LTCHs.
    Response: We agree with the commenters that the results of the 
``Barlow'' study indicate a significant rate of very positive outcomes 
for the very sick LTCH patients who were included in the study. In the 
late 1990s, we sponsored a ventilator demonstration study which 
included, among other acute care settings, the Mayo Clinic and Temple 
University Hospital, that also reported impressive results. We further 
understand that the results of the Barlow study were used for the 
establishment of national ventilator-weaning protocols issued by the 
National Institutes of Health and that input from the Temple University 
program continues to be critical in formulating national standards. We 
believe that these programs established a level of excellence that 
should be emulated by all hospital-level facilities that treat 
ventilator-dependent patients, including acute care hospitals, LTCHs, 
and IRFs. Accordingly, we believe it is not simply the fact that the 
patient is treated at a LTCH that is critical to predicting positive 
results. Rather, it is the type of clinical intervention that is 
furnished to the patient at the hospital. In many cases that 
intervention is currently exemplified at acute care IPPS hospitals, as 
well as at LTCHs.
    Comment: Several commenters claim that even for what we would term 
``appropriate'' admissions, our proposed payment option under the SSO 
policy that could generate an IPPS-comparable payment will erect 
barriers to the use of LTCHs. One commenter described the typical LTCH 
patient: An elderly patient with persistent multiple-system failures 
who is de-conditioned and protocol-resistant. The commenter asserted 
that these patients respond impressively to the aggressive blending of 
therapeutic interventions, interdisciplinary teams, and medical 
intervention that is not otherwise available in the community or 
tertiary hospital setting. The commenter states that from ``a case rate 
reimbursement perspective,'' grouping such a ``treatment-resistant'' 
population with the rest of the general acute care population is highly 
inappropriate. Two commenters asserted that even when adjusted for 
HCOs, acute care hospitals are not designed or intended to provide 
service to long-term care-type patients. The commenters emphasized that 
acute care hospitals are not designed to provide extended care 
services, unlike LTCHs, with their specially trained expert staff and 
clinicians and multi-disciplinary approaches. LTCHs, noted one 
commenter, are like acute care

[[Page 27857]]

hospitals but must sustain a high level of care for longer periods.
    Response: Under this fourth payment option, as the LOS increases, 
the payment for such cases under the LTCH PPS will be based on a 
decreasing percentage of an IPPS-comparable per diem amount and an 
increasing percentage of the LTC-DRG per diem payment amount. We 
believe that this payment adjustment recognizes the particular 
expertise of LTCHs treating a population who require long-term care 
because the payment percentage based on the 120 percent of the LTC-DRG 
per diem amount increases (and the payment percentage based on the 
IPPS-comparable per diem amount decrease) as the patient LOS increases. 
However, we do not agree with the statement that ``acute care hospitals 
are not designed to provide extended care services'' such as is the 
care provided in LTCHs. Although there may be communities with LTCHs 
where the acute care hospitals may have functionally ``restricted'' 
their services because of the presence of these LTCHs, as well as the 
financial advantages and clinical niche that they have sought to fill, 
acute care hospitals are equipped to provide services to the same 
population, and the IPPS under which they are paid, is calibrated based 
on the resources needed to treat those patients. Moreover, because 
there are over 3,500 acute care hospitals and approximately only 400 
LTCHs, which are not distributed uniformly throughout the U.S. (for 
example, few are located in California), many acute care hospitals are 
providing care for the vast majority of Medicare beneficiaries 
requiring the type of care described by the above commenters. Our FY 
2005 MedPAR files indicate that 20 percent of cases treated at acute 
care hospitals nationwide have lengths of stay between 7 and 14 days 
(that is, 2,386,057 out of a total of 11,855,205 cases). Additionally, 
5.2 percent of acute care hospital cases (617,219) or have LOS greater 
than 14 days. We believe, that in those acute care hospitals, to 
paraphrase the final commenter, those patients are receiving in an 
acute care hospital paid under the IPPS, the ``high level of care for 
longer periods,'' they would also receive as patients at an LTCH.
    Comment: Several commenters claimed that we based our proposed 
revision of the SSO policy that could have resulted in an IPPS-
comparable payment for a particular SSO case, on the incorrect 
assumption that ``short stay'' LTCH patients are clinically similar to 
short term acute care hospital patients. They assert that the SSO 
thresholds (\5/6\ of the geometric ALOS for each LTC-DRG) were never 
meant to be a measure of the appropriateness of an LTCH admission, but 
rather, were mathematically derived from the per diem payment amounts, 
which were based on a methodology that would produce a payment-to-cost 
ratio for SSO cases close to one. Furthermore, one commenter states the 
presence of a SSO patient does not indicate a premature discharge from 
an acute care hospital, citing that at this commenter's LTCHs, 11 
percent of the patients had previously qualified as HCOs at the 
referring acute care hospital. Additionally, the commenters asserted 
that we are mistaken in its claim that LTCHs can foresee the LOS for 
patients admitted to LTCHs or predict likely deaths, where in 
actuality, upon admission, there is generally no substantial clinical 
difference between long stay and ``short stay'' patients. Commenters 
found it to be incongruous that a patient in LTC-DRG 475 (Respiratory 
System Diagnosis with Ventilator Support) would still be an SSO patient 
(for example, 28 days for LTC-DRG 475) and could be hospitalized in an 
LTCH for greater than 25 days (the definition of an LTCH). A case such 
as this could be appropriately treated in a LTCH. The commenters noted 
that physicians cannot and should not be asked to predict the LOS or 
the likely death of severely ill patients. Commenters further asserted 
that we have made an erroneous assumption that LOS equates to 
``severity of illness'' (SOI) and is a proxy for the appropriateness of 
an admission. However, the commenters assert that this is not the case. 
They point to another incorrect belief in the proposed rule that LTCHs 
function like acute care hospitals when they have patients for the same 
LOS. On the contrary, the commenters assert that SSO patients are being 
admitted because they look just like ``inliers,'' and we have proposed 
that LTCHs absorb payment rates that bear no relationship to the costs 
of furnishing patient care at the LTCH level.
    Furthermore, based on claims analysis, using the APR-DRGs, the 
medical complexity and mortality rates of SSO patients, as measured by 
the SOI and ``risk of mortality'' (ROM) standards are very similar to 
that of the LTCH ``inlier'' patient population. The commenters further 
presented comparisons between these measures for SSO patients and for 
patients with the same DRGs in acute care hospitals, indicating that 52 
percent of all patients admitted to LTCHs were in the highest APR-DRG 
ROM categories, whereas only 24 percent of acute care patients are in 
those same categories, resulting in a total percentage of APR-DRGs 3 
and 4 at LTCHs among the SSO population that is approximately double 
that of acute care hospitals. The commenters noted that higher patient 
acuity correlates to higher utilization of facility resources, and 
hence, higher costs, which argues against our proposed policy that 
would significantly lower reimbursements for SSO cases. Several 
commenters also provided a comparison of case mix indices (CMI) for 
LTCH SSO cases and cases at acute care hospitals. The commenters assert 
that SSOs at LTCHs have a relative CMI that parallels the CMI of LTCH 
``inlier'' cases at LTCHs and which is 72 percent higher than the 
comparable CMI at acute care hospitals.
    Response: We are well aware that not every SSO patient can be so 
identified at the time of admission to an LTCH. We further recognize 
that many patients who will eventually be defined as SSO patients 
because their LTCH stay is equal to or less than \5/6\ of the GMLOS for 
their particular LTC-DRG, may, upon admission, present the same 
severity of illness and risk of mortality as ``inlier'' LTCH patients. 
In this respect, the assertions and data presented by the commenters 
comparing the SOI and ROM based on the APR-DRGs of SSO patients to 
those of ``inliers'' were persuasive, and coupled with additional 
considerations, we revisited our proposed payment policy for SSO cases. 
We agree that SSO thresholds described by the commenters were never 
meant to be a measure of the appropriateness of an LTCH admission, but 
rather, were mathematically derived from the per diem payment amounts. 
We believe this enabled us to arrive at a reasonable payment policy at 
the outset of the LTCH PPS for cases that had lengths of stay 
significantly shorter than those patients fitting the typical profile 
of those who should be treated at LTCHs. We recognize that an LTCH 
admission could be a medically complex one (an appropriate LTCH 
admission) with a relatively long LOS and still be considered an SSO 
case. We also acknowledge that, in some cases, LTCH admissions could 
also have qualified as HCOs at the referring acute care hospital. We 
still have concerns, however, that patients in LTC-DRGs with 
significantly shorter stays than the ALOS for that particular DRG might 
have been unnecessarily admitted to the LTCH rather than receiving all 
of their care in the acute care hospital. In addition, we are adjusting 
the LTCH PPS to appropriately pay for those stays that consume far less 
than a full array

[[Page 27858]]

of services in the LTCH for the particular LTC-DRG.
    We believe this to be the case since our data indicates a 
correlation between the LOS at an acute care hospital for a patient 
following treatment at the highest level of intensity (ICU or CCU), 
that is, the number of ``recuperative'' days, and whether or not the 
patient was admitted to an LTCH upon discharge from the acute care 
hospital. As Table 11 indicates, an analysis of the CY 2004 MedPAR 
files revealed that for the specified DRGs for acute care cases 
following ICU/CCU days, there were significantly fewer ``recuperative'' 
days for acute care HCO patients that were discharged and admitted to 
an LTCH than for those patients that were discharged directly from the 
acute care hospital. For acute care cases in DRGs 475 (Respiratory 
system diagnosis with ventilator support) and DRG 483 (Trach with 
mechanical vent 96+ hours or PDX except face, mouth and neck 
diagnosis), the number of ``recuperative'' days were considerably 
shorter at the acute care hospital if there was a discharge followed by 
an admission to an LTCH. We believe that this data confirms MedPAC's 
assertion in the June 2004 Report to the Congress that ``patients who 
use LTCHs have shorter acute hospital lengths of stay than similar 
patients'' (p. 125).

                         Table 11.--LOS, ICU/CCU LOS, and Post-ICU/CCU LOS for Selected Inpatient DRGs by Post-Discharge Status
                                                                 [Live discharges only]
--------------------------------------------------------------------------------------------------------------------------------------------------------
                                                    Acute                                                                  High Cost Outlier
--------------------------------------------------------------------------------------------------------------------------------------------------------
                                                                                          Inlier                                     Outlier
                               DRG                                  Cases       LOS      ICU/CCU   Post ICU/    Cases       LOS      ICU/CCU   Post ICU/
                                                                                           days     CCU days                           days     CCU days
--------------------------------------------------------------------------------------------------------------------------------------------------------
475--no LTCH....................................................     65,937       10.5        6.4        4.1      3,887       32.5       20.5         12
475--LTCH.......................................................      3,286       12.5        9.5          3        515       29.6       22.6          7
483--no LTCH....................................................     11,726       31.5       21.8        9.7      3,257       73.6       53.6         20
483--LTCH.......................................................      8,920       26.6       23.3        3.3      2,353       45.7         41        4.7
001--no LTCH....................................................     22,174          9        4.2        4.8      1,271       29.2       16.9       12.3
001--LTCH.......................................................        477       13.4        8.2        5.2        125         29       21.8        7.2
014--no LTCH....................................................    216,972        5.5        1.7        3.8      1,257       28.1       13.5       14.6
014--LTCH.......................................................      3,145        7.9        3.5        4.4        108       24.2       16.9        7.3
148--no LTCH....................................................    117,537       10.5        2.4        8.1      6,552       33.5       14.5         19
148--LTCH.......................................................      1,623         16        6.3        9.7        763       31.7       17.9       13.8
012--no LTCH....................................................     53,838        5.2        0.7        4.5        294       27.7        9.6       18.1
012--LTCH.......................................................        329        6.8        1.4        5.4         11       20.8       11.5        9.3
087--no LTCH....................................................     68,976        6.5        2.1        4.4        476       29.9         14       15.9
087--LTCH.......................................................      1,192        9.3        4.4        4.9         37       24.7       15.1        9.6
079--no LTCH....................................................    139,412          8        1.3        6.7      1,429         34        9.3       24.7
079--LTCH.......................................................      2,543         10        2.7        7.3         73       30.5       10.5         20
088--no LTCH....................................................    387,285        4.8        0.8          4        501         30        9.3       20.7
088--LTCH.......................................................      2,474        7.3        2.1        5.2         32       30.4         13       17.4
089--no LTCH....................................................    488,931        5.6        0.9        4.7      1,067       27.9        8.8       19.1
089--LTCH.......................................................      2,999          8        2.2        5.8         53       29.2       13.5       15.7
416--no LTCH....................................................    194,850        7.4        1.6        5.8      3,660       28.7       13.3       15.4
416--LTCH.......................................................      3,749        9.7        3.8        5.9        390       25.6       18.1        7.5
482--no LTCH....................................................      4,841        9.8        3.3        6.5        241       35.2       14.9       20.3
482--LTCH.......................................................        145         13        6.5        6.5         31       33.3       21.8       11.5
--------------------------------------------------------------------------------------------------------------------------------------------------------

    We further agree that some SSO patients become so by virtue of 
death or a faster than expected recovery and early discharge, and that 
in certain LTC-DRGs, the SSO threshold still requires a relatively long 
hospital stay (for example, DRG 475, Respiratory System Diagnosis with 
Ventilator Support). However, in the absence of better admission 
criteria, we still are concerned that LTCHs are admitting some SSO 
patients that could have received their full care at the acute care 
hospital and/or SNF level facility.
    However, we do not agree with two comparisons made by a 
considerable number of the commenters concerning the SOI and ROM of 
LTCH SSO patients to those of acute care patients based on similar 
lengths of stay and case-mix indices. Although we will not be 
finalizing the specific proposed SSO payment policy option that the 
commenters were opposing, we believe that it is essential to evaluate 
the basis of these last comparisons.
    These commenters submitted data indicating that even though they 
may be inpatients grouped to the same DRG, for the same number of days, 
a SSO patient at a LTCH is much sicker and has a greater chance of 
dying than does the acute care patient. Although we will not be 
finalizing the specific proposed SSO payment policy option that the 
commenters were opposing, we believe that it is essential to evaluate 
the basis of these last comparisons.
    Generally, even a patient in an appropriate LTCH admission that has 
been previously hospitalized in an acute care hospital received the 
diagnostic work up and major interventional treatment during that 
initial stay. Assuming that the patient continued to need hospital-
level care after being somewhat stabilized and was discharged to a 
LTCH, the discharge to a LTCH could have been determined as clinically 
appropriate. The clinical status of this patient at this point cannot 
be reasonably compared to a typical patient who is treated in the acute 
care hospital and who is grouped to the same DRG. This is the case 
because the original patient has already been treated at that initial 
level and has required additional hospital-level care either by 
remaining at the acute care hospital, which would be paid for under the 
IPPS (perhaps as a HCO), or by being admitted to a LTCH where the stay 
could either be a SSO or an ``inlier.'' The only valid comparison of 
the SOIs and ROMs of two such patients in the context of the 
commenter's concerns,

[[Page 27859]]

would be to contrast the SOI and ROMs of the patient at the LTCH with 
the patient who, following the same initial intervention at the acute 
care hospital, continued treatment at the acute care hospital.
    We understand that the proposed option that could have resulted in 
paying for a SSO stay based on the IPPS-comparable amount would have 
resulted in significant payment reductions to LTCHs for all SSO cases, 
even those that by all clinical measures could be considered 
appropriate LTCH patients. However, we still believe that modifications 
to the SSO policy are necessary to ensure that payments for those cases 
appropriately reflect the resources necessary to treat those patients, 
which we believe are not the same as the resources necessary to treat a 
patient requiring the full level of care available at a LTCH, with 
lengths of stay over the SSO threshold for the LTC-DRG. At the outset 
of the LTCH PPS, we established the SSO payment adjustment to address 
this distinction which we continue to believe is a valid and reasonable 
consideration for Medicare payments to LTCHs (67 FR 55995, August 30, 
2002).
    We believe that the finalized payment policy for SSO cases, 
described above, responds to the concerns stated by these commenters. 
That is, since LTCHs are certified as acute care hospitals that are 
distinguished, by virtue of their greater than 25-day ALOS, for 
Medicare payments under the LTCH PPS, per discharge payments are based 
upon the high utilization of resources and long stays generally 
associated with a specific type of patient. Therefore, we will be 
paying SSO patients based on the least of 100 percent of the estimated 
costs, 120 percent of the LTC-DRG per diem multiplied by the LOS, the 
full LTC-DRG payment, or a blend of the IPPS comparable per diem 
payment amount capped at the full IPPS comparable payment amount and 
the 120 percent of the LTC-DRG per diem payment amount. (The specifics 
of this option are detailed in responses above.) We believe that this 
option is both fair and reasonable because as the length of a SSO stay 
increases, the case begins to resemble a LTCH stay that requires the 
full resources of a LTCH, as we believe was envisioned by the Congress 
when they crafted the statutory definition of a ``subclause (I)'' LTCH, 
``a hospital which has an inpatient LOS (as determined by the 
Secretary) of greater than 25 days'' in section 1886(d)(1)(B)(iv)(I) of 
the Act, and thus, is more appropriate for payment under the LTCH PPS. 
As noted above, LTC-DRG weights and payment rates under the LTCH PPS 
have been calculated to reflect services delivered to Medicare 
beneficiaries with complex medical conditions that result in a greater 
use of hospital resources, long inpatient stays, and significantly 
higher Medicare payments.
    It remains a significant concern, however, that in some cases LTCH 
admissions are encouraged and facilitated by the referring acute care 
hospital to reduce the acute hospital LOS, rather than on the basis of 
objective LTCH admission criteria leading to higher numbers of SSO 
patients inappropriately admitted to LTCHs. (For this reason, we have 
awarded a contract to RTI, discussed in section XII of this final rule, 
for the purpose of evaluating the feasibility of establishing such 
objective criteria.) We are also concerned that in areas where LTCH 
beds are plentiful, the ALOS data indicates that physicians may be less 
likely to adhere to objective LTCH admission criteria to reduce acute 
care hospital LOS and also to achieve a satisfactory patient 
disposition, neither of which are the intended functions of LTCHs.
    Comment: Many commenters asked that we not finalize the proposed 
SSO policy revisions, stating that the SSO payment option that could 
pay the LTCH based on an amount comparable to what would otherwise have 
been paid under the IPPS was not based on solid data analysis and 
supportable conclusions. In fact, a number of commenters asserted that 
the proposed policy was not based on data but rather on ``erroneous and 
unsubstantiated assumptions'' that all SSO patients are inappropriately 
admitted to LTCHs and inappropriately discharged from acute care 
hospitals. The commenters noted that, because of the way in which the 
policy was formulated, the percentage of LTCH cases that are paid under 
the SSO payment policy was a function of the SSO threshold and the 
dispersion of cases above and below the ALOS for the LTC-DRGs, that is, 
statistically, the SSO definition at \5/6\ of the geometric ALOS would 
necessarily produce approximately 37 percent of cases as SSOs. 
Therefore, under the commenters belief that given the regulatory \5/6\ 
definition of SSOs, which we had not proposed to change, the percentage 
of SSO cases was not amenable to change just based upon LTCHs admission 
policies. One commenter noted that for a significant number of patients 
to fall below \5/6\ ALOS for a LTC-DRG is expected in a LTCH. 
Additionally, commenters noted that a case may qualify as a SSO because 
the patient has run out of covered days, regardless of the actual LOS 
in the LTCH and that in establishing our policy for qualifying as a 
LTCH (that is, meeting the average greater than 25 day LOS for a 
particular cost reporting period), we have recognized the 
``appropriateness'' of including ``total'' rather than just ``covered'' 
days of a stay, since regardless of the payer, if the patient is still 
receiving hospital-level care, the facility is functioning like a LTCH. 
For this reason, these commenters urged us to remove such cases from 
the calculations we used to develop a SSO payment policy. Some 
commenters expressed concerns about the reliability of the data that 
underlay our policy proposals and asserted that our proposals are based 
on faulty assumptions, insufficient data, and a fundamental lack of 
understanding of the valuable care LTCHs provide. Moreover, the 
commenters assert that LTCH patients are just not the same type of 
patients as acute patients; they believe that our proposed policies 
indicate that we are unaware of the distinction between acute care 
patients and patients at LTCHs. They further claim that they did not 
believe that the public was able to submit meaningful comments to our 
proposed policies because of our data flaws, our biases, and the 
resulting policies that we proposed.
    Response: As stated in the previous response, we believe that we do 
have a thorough understanding of the types of cases in which LTCHs 
specialize but we are also aware that the vast majority of LTCH 
patients are admitted following treatment at acute care hospitals. The 
patient's stay at the acute care hospital generated a Medicare payment 
under the IPPS, and the subsequent admission to a LTCH, an acute care 
hospital with an ALOS of greater than 25 days, will generate an 
additional Medicare payment. To protect the Medicare Trust Fund from 
what may be inappropriate and/or unnecessary payments, and to ensure 
that the program is not paying twice for the same episode of care, we 
feel that it is essential that we evaluate those cases that are 
admitted for an unusually short stay following an initial treatment at 
another acute care hospital to acute care hospitals that specialize in 
long-stay care, since that second stay will trigger another Medicare 
payment. In MedPAC's June 2004 Report to the Congress, the Commission 
stated that, ``* * * Living near a LTCH increases a beneficiary's 
probability of using such a facility. For example, living in a market 
area with a LTCH quadruples the probability of LTCH use. Being 
hospitalized in an acute hospital with a LTCH located within the 
hospital also

[[Page 27860]]

quadruples the probability that a beneficiary will use a long-term care 
hospital'' (page 125).
    Although we acknowledge that our establishment of the \5/6\ of the 
geometric ALOS threshold, from a statistical standpoint, will result in 
approximately 37 percent of LTCH cases being defined as SSOs, we are 
still extremely concerned with the number of cases that are being 
treated in LTCHs that fall considerably below the geometric ALOS for 
any given LTC-DRG. In fact, as stated previously, in the commenters 
various and specific suggestions for how to reasonably and fairly pay 
SSOs, the commenters themselves drew a distinction between those cases 
that fall within the definition of a SSO but are more in keeping with 
the LOS generally associated with a LTCH (for example, a case assigned 
to LTC-DRG 482 with SSO threshold of 32.1 days, would still be paid as 
a SSO if the patient was treated in the LTCH for 25 days) and those 
cases that many commenters referred to as ``Very Short Stay Outliers 
(VSSO)'' or ``Very Short Stay Discharges (VSSD).'' In the finalized SSO 
policy, described elsewhere in these responses, the payment formula 
particularly takes into account our very strong belief that LTCHs are 
acute care hospitals that specialize in treating patients requiring 
``long-stay'' hospital-level care. The LTCH PPS has been designed and 
calibrated to pay specifically for that type of care. Since the 
inception of the LTCH PPS, when we established the SSO adjustment (67 
FR 5594 through 55995, August 30, 2002) under our payment regulations 
at Sec.  412.529, we have provided that if a LTCH treats patients not 
requiring a long stay, Medicare pays the LTCH based on the applicable 
payment adjustment option, described above. Furthermore, as we revise 
the payment options in this final rule for the SSO policy, we continue 
to believe that such a payment adjustment is reasonable for all short 
stay patients, including those that die shortly after their admission 
to the LTCH. The FY 2004 MedPAR data indicates that 43 percent of all 
patients that die in LTCHs are deaths that occur within the first 14 
days of the stay, with 35 percent of SSO deaths occurring within the 
first 7 days following admission. As we have since the inception of the 
LTCH PPS, we continue to believe that Medicare payments for those death 
cases occurring within the SSO threshold should be determined under the 
SSO policy since the length of the patient's treatment in the LTCH did 
not utilize the full measure of hospital resources for which the full 
LTC-DRG payment was calibrated.
    Conversely, our data indicates that of all SSO cases, approximately 
60 percent of the discharges are 14 days or less and also that acute 
care hospitals treat a significant percentage of patients for longer 
than the 5 day ALOS. (In acute care hospitals, paid under the IPPS, 
over 20 percent, in the aggregate, of patients that are treated have a 
LOS of between 14 and 7 days.) Therefore, as described below, we 
believe that the SSO policy that we are finalizing under the LTCH PPS 
provides a fair and reasonable payment, in light of the above stated 
concerns that the short-term hospital-level care that LTCHs provide for 
many SSO cases may be substituting for care that could otherwise be 
delivered at acute care hospitals and for which at best, Medicare would 
otherwise pay under the IPPS.
    Under the new option of our finalized policy, we recognize that, as 
the length of a SSO stay increases, the case begins to more resemble a 
more ``typical'' LTCH stay and therefore, it is more appropriate for 
payment to reflect the amount otherwise payable under the LTCH PPS. 
Therefore, we will pay the lesser of 100 percent of the estimated costs 
for the discharge, 120 percent of the per diem of the LTC-DRG 
multiplied by the LOS, the full LTC-DRG payment, or a blend of the IPPS 
comparable per diem payment amount capped at the full IPPS comparable 
payment amount, and 120 percent of the LTC-DRG per diem payment amount. 
For each day, as the LOS increases, the percentage of the IPPS-
comparable per diem amount will decrease and the percentage based on 
the 120 percent of the LTC-DRG specific per diem amount will increase. 
Because the formula uses the IPPS-comparable per diem amount, capped by 
the full IPPS-comparable amount, for cases with very short lengths of 
stay (that is, less than the IPPS ALOS), the IPPS-comparable amount 
portion of the blended payment amount would be less than the full IPPS 
comparable payment amount. Mathematically, as the LOS reaches the lower 
of the \5/6\ SSO threshold or 25 days, the payment under the fourth 
option, the blend (that is, zero percent of the IPPS comparable per 
diem amount added to 100 percent of the 120 percent LTC-DRG per diem 
amount) will be equal to the 120 percent of the LTC-DRG per diem 
amount.
    Under the LTCH PPS at Sec.  412.507 Medicare will pay for inpatient 
care delivered only on those days that the beneficiary has coverage 
until the LOS exceeds the SSO threshold and becomes an inlier stay. 
Therefore, since the inception of the LTCH PPS for FY 2003, we 
established the distinction between ``covered days'' and ``total days'' 
of a LTCH stay. At the point when a patient's benefits exhaust, the 
patient is ``discharged for payment purposes'' and even though the 
patient may continue to be hospitalized at the LTCH, Medicare will pay 
only for the covered days, with the patient (or the patient's secondary 
insurance) being responsible for the remaining days' LTCH costs. For 
example, even though a patient could have been treated in an LTCH for 
40 days, if upon admission, the patient only had 20 covered days 
remaining, for Medicare payment purposes, the stay could qualify as a 
SSO, unless the 20 covered days exceeded the \5/6\ threshold for the 
LTC-DRG to which the case was grouped, at which point, the stay would 
become an inlier stay and a full LTC-DRG payment would be generated. 
Several commenters urged us to remove SSO cases occurring as a result 
of such lapses of Medicare coverage from our revised SSO policy but 
based on our data analysis, we will not be excluding benefit exhausted 
cases from the policy. According to FY 2005 MedPAR data, these cases 
constitute only 3.31 percent of SSO cases. It has been our policy since 
the beginning of the LTCH PPS to count those stays during which 
benefits are exhausted as SSOs if the covered portion of the stay is 
less than \5/6\ of the geometric ALOS for the DRG. In this way, we 
appropriately determine payment based on the part A-covered stay. At 
the same time, we continue counting the total days of the stay for 
purposes of qualification as a LTCH, because that calculation is 
intended to reflect the length of care provided to Medicare 
beneficiaries. Our policy, however, of including total days for 
Medicare patients to identify hospitals qualifying (or continuing to 
qualify) as LTCHs indicates our recognition that conceivably, a 
beneficiary may be appropriately treated in a LTCH for example, for 40 
days, and yet because the beneficiary had only 5 remaining benefit 
days, would be reported in our claims data as a 5-day SSO case. We 
would be interested in revisiting this issue and would solicit comments 
to that end. For the present, however, since, as noted above, a very 
small percentage of SSO cases are caused by beneficiaries exhausting 
benefits, the above discussed benefits exhaust cases will continue to 
be governed by the finalized SSO policy.
    As stated above previously in this section, although we are not 
finalizing the proposed SSO payment policy, we will address the 
commenters concerns

[[Page 27861]]

questioning the integrity of the data upon which we based our proposed 
policy for the IPPS-comparable option to payments under the SSO policy 
and who also took great issue with our explanations for the proposed 
policy. We believe that the commenters' concerns actually arose from 
the anticipated impact of the proposed policy on their LTCHs, since the 
issue of the major impact, an estimated 11 percent decrease in, an 
aggregate payment, was the underlying concern raised by most 
commenters, rather than actual doubts about the accuracy of our data. 
We disagree that the public was denied the opportunity for meaningful 
comment on our proposed policies, as we will discuss below. Further, we 
believe this RY 2007 regulation cycle for the LTCH PPS actually 
presents an excellent example of a rule-making experience as envisioned 
by the Administrative Procedures Act, and the Secretary's general rule-
making authority as established under section 1871(b)(2) of the Act, as 
well as demonstrating our responsiveness to public comment on proposed 
policies. Reacting to several of the proposed provisions in the RY 2007 
LTCH PPS proposed rule (71 FR 4648), industry stakeholders engaged 
consultants, including the Lewin Group and Avalere Health LLC, that re-
analyzed our data used in the development of our proposed policy, as 
well as our specific policy proposal for revision to SSO policy. Their 
reports and findings were submitted to us along with the industry's 
comments on the proposed rule and the reports were frequently quoted by 
other commenters. As noted throughout these responses, based upon the 
comments and serious proposals that we received (which are listed 
above), as well as other information that was provided by stakeholders, 
we revisited the proposed policy and in response to those concerns, 
have, in fact, not finalized those aspects that the commenters found 
the most troubling.
    Therefore, rather than stakeholders being prevented from submitting 
meaningful comments on the policies in the RY 2007 LTCH PPS proposed 
rule, the actual sequence leading up to the finalized payment option 
under the SSO policy, exemplifies the objectives of notice and comment 
rule-making. As noted above, the resulting comments, have had a 
significant impact on our revisiting and revising the proposed policy.
    Comment: Two commenters suggested that rather than challenging the 
cases that are admitted from acute care hospitals, we should be more 
concerned about inappropriate admittances from non-hospital settings 
such as SNFs or elsewhere.
    Response: In response to the commenters' suggestion that we review 
inappropriate admittances from non-hospital settings, after analyzing 
recent data, we note that approximately 80 percent of the patients 
admitted to the LTCHs come from the short term acute-care hospitals and 
only 20 percent are admitted from other non-hospital settings. Since 
SNFs do not offer hospital-level care but are still dealing with 
patients with compromised health, we believe that generally, a decision 
to transport a SNF patient to a hospital, would generally be made 
because the patient appears to the medical professionals at the SNF to 
be in need of a higher level of medical treatment or care than is 
available at the SNF. (In fact, such patients would typically be 
admitted to the acute care hospital rather than to a LTCH.) However, 
both an acute-care hospital and a LTCH offer acute hospital-level care. 
As discussed above, we are very concerned about the treatment of a 
short-stay patient who could reasonably and effectively continue to be 
treated in an acute-care hospital and paid for under the IPPS, being 
admitted unnecessarily to a LTCH, which specializes in treating 
patients requiring long-term hospital-level care and paid for under a 
PPS which has been calibrated based upon the high resource use 
associated with long patient stays. Furthermore, admission of such a 
patient could also result in an unnecessary and inappropriate LTCH 
hospitalization, which would also result in a second Medicare payment 
for what was essentially, one episode of care.
    Comment: Several commenters stated that although CMS claimed it had 
insufficient data for a one-time adjustment to the standard Federal 
rate, and proposed a postponement of this evaluation and potential 
policy implementation, we asserted that we had sufficient data when we 
proposed the payment revision to the SSO policy. The commenters believe 
that if we have insufficient data for the purposes of determining the 
former policy, we have insufficient data for the major policy change 
signified by the proposed SSO payment policy revision. The commenters 
stated that when comparing data from FY 2003 to FY 2004 for SSO cases, 
there was a decrease of SSO cases from 48 percent in FY 2003 to 37 
percent in FY 2004. Since FY 2004 was the second year of the transition 
to full payments under the LTCH PPS and LTCHs were paid using a blend 
(that is, 60 percent of payments were based on what would have been 
paid under the reasonable cost-based (TEFRA) methodology), commenters 
stated that the payment policy incentives we built into the PPS, which 
were designed to discourage short stay patients, would not have been 
reflected in FY 2004 data. Therefore, several commenters urged that we 
reexamine the number of SSOs at the end of the transition or not before 
reviewing FY 2005 data which is the first year that more than 50 
percent of each LTCH PPS will be based on the Federal rate and impacted 
by the SSO payment criteria. The commenters maintained that we will 
only be able to determine whether the current SSO payment methodology 
is fair after we compare more than one year of cost reporting data post 
transition, a valid analysis of facility characteristics and resources 
of LTCHs to acute care hospitals for the same DRGs.
    Response: We do not believe that the position we have taken in 
these two policy areas, establishing a revised payment option for SSO 
cases and postponing the one-time adjustment to the standard Federal 
rate is inconsistent. Rather, these proposals are based on two 
different data sources that have different collection procedures and 
different analytic potentials. We believe, for reasons explained below, 
that the changes that we have made to the payment options for SSO 
discharges are based on credible and sufficient data even though the 
transition period to full payments under the Federal rate specified in 
Sec.  412.533 is not yet complete. The data, which we utilized when we 
designed the SSO policy at the outset of the LTCH PPS for FY 2003 
(which is the basis for the 48 percent figure of the ``base year'' SSO 
cases) was based on LTCH data generated during FY 2001 when LTCHs were 
still being paid under the TEFRA system. Notwithstanding providing for 
a 5-year transition and our earlier projections that in FY 2003 
payments would be more generous under the blend (that is, we believed 
that 49 percent would opt for the blend, whereas 51 percent would opt 
for full Federal payments), the DRG-based per discharge payments under 
the LTCH PPS provided an incentive so that, based on the data used in 
the RY 2005 LTCH PPS final rule from the Provider Specific File at the 
close of CY 2003, in fact, we estimated that 93 percent of LTCHs would 
be paid fully under the LTCH PPS for RY 2005 (69 FR 25701, May 7, 
2004). We believe that this indicates LTCH behavior at that point, 
which was in the middle of the second year of the 5-year transition, 
was being shaped by the incentives associated with all aspects of the 
LTCH

[[Page 27862]]

PPS, from more accurate coding of LTC-DRGs, to the graduated payments 
under the SSOs, as well as to the financial advantages inherent in 100 
percent payment under the Federal rate. Furthermore, for purposes of 
evaluating patient-level data, we use the MedPAR claims files which are 
updated quarterly. Therefore, for FY 2004, using the best available 
data for the RY 2007 LTCH PPS proposed rule, we were able to determine 
that based on 118,525 cases from 337 LTCHs, 10,530 discharges have 
lengths of stay of 7 days or less; 16,411 of 8 to 14 days; 36,989 of 15 
to 25 days; and 54,595 of greater than 25 days. When we evaluated SSO 
data, therefore, we did not base either the proposed revision of the 
SSO policy or the finalized policy on isolated data. Rather, we 
compared the data from FY 2001, which was used to formulate the LTCH 
PPS, and the most recent available LTCH PPS discharge data available at 
that time (that is, FY 2004).
    At the outset of the LTCH PPS, we established a monitoring 
component (discussed in section XI. in this preamble of this final 
rule) which operates continually under the direction of our Office of 
Research, Development, and Information (ORDI) and provides us with data 
analysis and policy input. We will continue to monitor all aspects of 
the LTCH PPS, including the SSO policy, particularly in light of the 
finalized changes that we are making for RY 2007, focusing on the 
impact of our revisions on LTCH behavior. As we noted in the RY 2007 
LTCH PPS proposed rule, we would use the conclusion of the 5-year 
transition (FY 2007) as a benchmark and for any adjustment under the 
one-time adjustment in RY 2008. We plan to conduct a comprehensive 
analysis of all of the payment adjustment policies, including our SSO 
policy, issued at the inception of the LTCH PPS for FY 2003. This 
payment analysis would be conducted to evaluate whether significant 
revisions would be appropriate. Moreover, the analysis of cost reports, 
and patient and facility characteristics mentioned by some of the 
commenters were evaluated as part of the RTI study (which we expect to 
be submitted in final form later this year) discussed in section XII of 
this preamble.
    The proposal to postpone the one-time potential adjustment to the 
standard Federal rate is addressed in greater detail elsewhere in these 
responses. However, we note that the data source for such an evaluation 
would be LTCH cost reports (CMS HCRIS files) and, given that a LTCH is 
permitted to submit its cost report within 6 months of the end of the 
cost report period, plus the lag time required for typical cost report 
settlement involving submission, desk review, and in some cases, 
auditing, we did not believe that the October 1, 2006 deadline was 
reasonable particularly in light of the potential significance of any 
adjustment. Accordingly, we believe that in the context of the need to 
make adjustments that will be based on cost report data, it is accurate 
to state that the necessary data are not yet available. However, in the 
context of the SSO change which is based, in part, on the LOS data 
which are derived from claims information from the MedPAR files, those 
data are currently available, and therefore, it is appropriate to 
finalize that change based on existing data.
    Comment: Several commenters suggested that prior to finalizing the 
changes to the SSO policy specified in the RY 2007 LTCH PPS proposed 
rule, we should first evaluate the impact of the 25 percent rule which 
was based on many of the concerns that we expressed regarding movement 
of patients prematurely from acute care hospitals to LTCHs.
    Response: The regulation that the commenters refer to is ``Special 
payment provisions for long-term care hospitals within hospitals and 
satellites of long-term care hospitals'' which was implemented for 
October 1, 2004, and which focused on high percentages of patients 
being admitted to LTCH HwHs and satellites of LTCHs from host acute 
care hospitals and which specified payment adjustments, in general, for 
discharges in excess of 25 percent. We believe the SSO policy is not 
related to the special payment provisions for long-term care HwHs and 
satellites of LTCHs which was implemented for October 1, 2004, and 
which focused on high percentages of patients being admitted to LTCH 
HwHs and satellites of LTCHs from host acute-care hospitals and which 
specified payment adjustments, in general, for discharges in excess of 
LTCH 25 percent. The SSO policy addresses the appropriate payment 
formula for patients with lengths of stay significantly below the 
average for LTCHs patients in that LTC-DRG. Therefore, we see no 
connection between the two policies and we believe that it is 
unnecessary to postpone modifications to the SSO policy.
    Comment: A few commenters questioned whether we had considered the 
impact of the expanded post-acute transfer rule in formulating the 
proposed changes in the SSO policy.
    Response: The expanded post-acute care transfer policy, which was 
finalized in the FY 2006 IPPS final rule (70 FR 47411), affects DRGs 
that have a high volume of discharges to post-acute care facilities and 
a disproportionate use of post-acute care services. The purpose of the 
policy is to avoid providing an incentive for a hospital to transfer a 
patient to another hospital early in the patient's stay to minimize 
costs while still receiving the full DRG payment. Although we expect 
that policy to have some impact on the discharge behavior of acute care 
hospitals because the expanded policy will reduce payments to acute 
care hospitals, under the IPPS, for discharges prior to reaching the 
geometric ALOS for one of the included DRGs, it does not necessarily 
affect the issues being addressed by the SSO policy change. Both of 
these policies are ensuring that Medicare payments are appropriate 
given the types of treatment provided in each setting. We believe that 
the revised payment formula for SSO patients that we are finalizing 
will appropriately pay LTCHs for delivering services to patients who do 
not otherwise require the lengths of stay that are characteristic of 
LTCHs. The SSO policy will address payments to LTCHs for patients 
discharged from the acute care hospital even after the geometric ALOS.
    Comment: Several commenters believe that we are incorrect that 
LTCHs could be admitting patients not requiring long stays, noting that 
LTCHs actually have a disincentive to admit short stay patients because 
LTCH certification status can be at risk if the hospital does not 
maintain an ALOS of more than 25 days.
    Response: Under the TEFRA system, all inpatient days (whether 
covered by Medicare or not) were included in the LOS computation, and 
the mathematical determination was based upon the number of patient 
days--during the cost reporting period when they occurred--divided by 
discharges occurring during that same period of time (67 FR 55954, 
55971). With the establishment of the per discharge LTCH PPS, we 
restricted the patient count for purposes of qualifying as a LTCH 
solely to Medicare patients (67 FR 55971), and we implemented the 
policy of ``days following the discharges,'' under which, if a 
patient's stay crosses two cost reporting periods, the total days of 
that stay (both covered and non-covered days) would be included in the 
computation during the cost-reporting period that the discharge 
occurred (69 FR 257405, May 7, 2004).
    Our data reveals that the general ALOS of most LTCHs varies only 
slightly. Generally, LTCHs maintain an ALOS that is just over 25 days, 
meeting the statutory definition of a LTCH, that

[[Page 27863]]

is, having an ALOS of greater than 25 days. Furthermore, we understand 
that LTCHs closely monitor their yearly ALOS and that one extremely 
long-stay case can mathematically offset for a number of short-stay 
cases. From studying the hospital-specific data, we believe that this 
is indeed the case for many LTCHs. We also believe that the payment 
policy that has been utilized since the start of the LTCH PPS for FY 
2003 has not operated as a financial disincentive for the admission of 
patients who will not ultimately require long-stay hospital-level care. 
In fact, we note that our data shows approximately 27,000 SSO cases 
with a LOS of 14 days or less. This indicates that even with over 20 
percent of their discharges having such a short ALOS, LTCHs have 
maintained their greater than 25-day statutory ALOS. Therefore, we 
believe that it is both possible for a LTCH to maintain its designation 
and also admit many very short stay cases.
    Comment: We received comments requesting that we exempt subclause 
(II) LTCHs from the proposed changes to payments for SSO cases, which 
under our proposed regulation would be subject for cost reporting 
periods beginning on or after October 1, 2006. Because of the unique 
mandate established by the Congress for these LTCHs, the commenters 
believe that our proposed policy directly threatens the financial 
integrity of subclause (II) LTCHs. The commenter noted that for FY 
2004, we established a specific exception to the existing SSO policy 
because they presented data that indicated that over 50 percent of 
their patients would qualify as SSOs because of the Congress' 
delineation of their unique census and mission. Therefore, the 
commenter states, subclause (II) LTCHs cannot control either case mix 
or LOS and most of our concerns about SSOs would be inapplicable to 
such LTCHs because of this category of facility's unique services and 
programs.
    Response: By enacting section 4417(b) of the BBA, and providing an 
exception to the general definition of a LTCH as set forth in section 
1886(d)(1)(B)(iv)(I) of the Act, the Congress recognized the existence 
and importance of a distinct category of LTCHs that might not otherwise 
warrant exclusion from the acute care inpatient PPS under subclause 
(I). Under this provision, which we implemented at Sec.  
412.23(e)(2)(ii), to qualify as a subclause (II) LTCH, a hospital must 
have first been excluded as a LTCH in CY 1986, have an inpatient ALOS 
of greater than 20 days, and demonstrate that 80 percent or more of its 
annual Medicare inpatient discharges in the 12-month reporting period 
ending in Federal FY 1997 have a principal diagnosis that reflects a 
finding of neoplastic disease. (62 FR 46016 and 46026, August 29, 
1997.) Acknowledging the distinction between hospitals qualifying as 
LTCHs under section 1886(d)(1)(B)(iv)(I) of the Act (subclause (I) 
LTCHs), when we developed the PPS for LTCHs, we revised the greater 
than 25 day ALOS criteria to include only Medicare patients for these 
subclause (I) LTCHs. However, for LTCHs under section 
1886(d)(1)(B)(iv)(II) of the Act (subclause (II) LTCHs), no change was 
made to the methodology for calculating the LTCH's ALOS, since ``* * * 
we have no reason to believe that the change in methodology for 
determining the average inpatient LOS would better identify the 
hospitals that Congress intended to exclude under subclause (II)'' (67 
FR 55974, August 30, 2002). Consistent with existing policies that 
differentiate between subclause (II) LTCHs and subclause (I) LTCHs, we 
agree with the commenters that it is reasonable for CMS to consider 
whether or not a policy that has been designed for LTCHs designated 
under subclause (I) can reasonably and equitably be applied to a 
subclause (II) LTCH without some measure of adjustment. Moreover, in 
establishing this category of LTCHs, in effect, the Congress limited 
its potential case-mix, therein distinguishing it even further from the 
larger group of LTCHs. Since the theoretical foundations of a DRG-based 
PPS are that where the costs of one case may exceed its payment, the 
opposite is also likely to happen, and that where some types of cases 
are always very expensive for a hospital to treat, others are, in 
general, less costly, it is assumed that hospitals under a DRG-based 
system, therefore, can typically exercise some influence over their 
case-mix and their services to achieve fiscal stability. This option is 
generally not open to subclause (II) LTCHs. According to CMS claims 
data for CY 2001, at one subclause (II) LTCH, more than 93 percent of 
Medicare patients expired. Over half of the patients at this hospital 
would qualify as SSOs (97 percent of those SSOs expired), where others 
had extremely long lengths of stay.
    By establishing subclause (II) LTCHs, the Congress provided an 
exception to the general definition of a LTCH under subclause (I), and 
therein endorsed the unique mission of a particular type of hospital. 
We do not believe that the Congress intended for policies put in place 
for LTCHs described under subclause (I) to undermine the viability of a 
LTCH described under subclause (II).
    As we evaluated the SSO policy for subclause (II) LTCHs, we believe 
that a LTCH in this category may not be able to readily address the 
type of patients and the costs it incurs for those patients as would 
LTCHs described under subclause (I).
    Accordingly, we are not finalizing the specific options to the SSO 
policy published in the RY 2007 LTCH PPS proposed rule for a subclause 
(II) LTCH. We have revisited the relevant data for subclause (II) LTCHs 
attendant upon receiving the comments, and we now believe that 
retaining the existing SSO policy with the three current options to 
govern Medicare SSO payments at the beginning of their first cost 
reporting period beginning on or after October 1, 2006, continues to be 
both reasonable and equitable for subclause (II) LTCHs as well as for 
the Medicare program. Payments to subclause (II) LTCHs under the SSO 
policy, therefore, will be governed by the specific percentages and 
schedule at new Sec.  412.529(e)(2)(v). We consider the current 
adjustment under the SSO policy for LTCHs designated under section 
1886(d)(1)(B)(iv)(II) of the Act and Sec.  412.23(e)(2)(ii) to be a 
reasonable and equitable response to the particular situation of a 
subclause (II) LTCH under the LTCH PPS.
    Comment: Several commenters noted that SSO policy has been a 
feature of the LTCH PPS since the start of FY 2003, and, therefore, 
payments for care to this population based upon SSO methodology were 
anticipated in setting the standard Federal rate. The commenters stated 
that to cut SSO payments so radically at this time raises issues 
relating to the PPS's budget neutrality and to finalize the SSO policy 
without a ``material increase in payment rates for inlier cases,'' 
casts doubts on the ongoing fairness of the overall payment system.
    Response: We believe that commenters' when referring to the budget 
neutrality requirement mean a system-wide budget neutrality 
requirement. A system-wide budget neutrality requirement means, 
specifically, payments under the LTCH PPS are always estimated to equal 
estimated system-wide (that is, aggregate) payments that would have 
been made under the reasonable cost-based (TEFRA) payment methodology 
if the LTCH PPS were not implemented. We disagree with the commenter's 
claim that the SSO policy violates the statutory requirement that the 
LTCH PPS be budget neutral. We note that under section 123(a) of the 
BBRA,

[[Page 27864]]

Congress required that the Secretary develop ``* * * a per discharge 
prospective payment system for payment for inpatient hospital services 
of long-term care hospitals described in section 1886(d)(1)(B)(iv) of 
the Act (42 U.S.C. 1395ww(d)(1)(B)(iv)) under the Medicare program. 
Such system shall include an adequate patient classification system 
that is based on diagnosis-related groups (DRGs) and that reflects the 
differences in patient resource use and costs, and shall maintain 
budget neutrality.'' We have interpreted the requirement to ``maintain 
budget neutrality'' to require that the Secretary set total estimated 
prospective payments for FY 2003 equal to estimated payments that would 
have been made under the TEFRA methodology if the PPS for LTCHs was not 
implemented. It has been our consistent interpretation that the 
statutory requirement for budget neutrality applies exclusively to FY 
2003. In FY 2003, we set total estimated LTCH PPS payments for FY 2003 
equal to estimated payments that would have been made under the TEFRA 
methodology if the PPS for LTCHs was not implemented. Consequently, we 
believe that we have satisfied the budget neutrality requirement under 
the statute. Moreover, we have broad discretionary authority under 
section 123(a)(1) of the BBRA as amended by section 307(b)(1) of the 
BIPA to provide appropriate adjustments, including updates. Thus, we 
are acting within that broad authority in establishing changes to the 
SSO policy beginning in RY 2007.
    There are several reasons that we do not believe that the Congress 
intended perpetual system-wide budget neutrality. We note below, a 
partial list of those reasons. For example, a system-wide budget 
neutrality requirement that applies perpetually would affect the 
Secretary's ability to operate the prospective payment system for LTCHs 
efficiently. To illustrate, if the Secretary were to propose to adjust 
payments upward in a particular instance because he finds that payments 
are ``too low'', under a perpetual budget neutral system the Secretary 
would be forced to reduce estimated payments for other cases to fund 
the additional costs associated with the proposed adjustment. However, 
this shifting of resources may then cause payments to LTCHs for those 
cases that were being reduced to offset the proposed adjustment to then 
be inappropriately ``too low.'' We do not believe the Congress intended 
such a result for every adjustment that will be made to the LTCH PPS in 
perpetuity. Rather, as with all dynamic and evolving systems, we 
believe that based upon monitoring and the analysis of data, the 
Secretary has the discretion and obligation to formulate polices and 
establish payment adjustments that will ensure that the Secretary 
continues to pay LTCHs appropriately for beneficiary care.
    Also, we note that none of the statutory charges for the other 
prospective payment systems (for example, IPPS, SNF PPS, IRF PPS) 
require system-wide budget neutrality for perpetuity. We are not aware 
of anything unique about LTCHs or the need to establish a LTCH PPS that 
would have compelled the Congress to legislate a system that mandates 
budget neutrality in perpetuity. Consequently, we do not believe that 
in the instant case, the Congress departed from its consistent approach 
for budget neutrality and intended to create a statute which applies a 
completely different standard to the LTCH PPS.
    As noted above, we will not be finalizing the specific IPPS-
comparable payment option that we proposed for SSO cases, but rather 
have significantly modified the formula, in large part, because of our 
responsiveness to our commenters' concerns. Despite this, we have no 
reason to believe that ``inlier'' cases are being ``underpaid'' at 
LTCHs. MedPAR data from FY 2003 and part of FY 2004 indicate an 
aggregate 16.1 percent margin on LTCH inlier cases. We believe that the 
SSO policy that we are finalizing, as described in detail above, is 
reasonable and fair, and we see no additional need to increase payments 
to LTCH inlier cases as a consequence of this policy.
    Comment: We received one comment asking if we considered what would 
be the impact on the calibration of the LTC-DRG weights under the 
proposed changes in payments for SSOs.
    Response: As discussed in the FY 2006 IPPS final rule when we 
updated the LTC-DRGs and relative weights (70 FR 47336), the LTC-DRG 
relative weights were adjusted for SSOs by using the ratio of the LOS 
of the case to the geometric ALOS of the LTC-DRG and does not use the 
actual payment amount (or cost) to adjust for SSO cases in the annual 
recalibration of the LTC-DRG relative weights. Therefore, the changes 
to the SSO policy would have no impact on the LTC-DRG relative weights. 
Under the current LTC-DRG relative weight recalibration methodology, 
there is no reason for changing how the LTC-DRG relative weights are 
computed under the final SSO policy.
    Comment: A number of commenters stated that the proposed IPPS-
comparable option for payment under the SSO policy is a violation of 
the express will of the Congress in establishing the category of 
hospitals that were excluded from the IPPS under section 1886(d)(1)(B) 
of the Act. The commenters stated that under that provision the 
Congress acknowledged that these excluded hospitals (that is, LTCHs, 
IRFs, IPFs, childrens hospitals and cancer hospitals) could not 
reasonably be paid under a DRG system that had been designed to pay for 
treatment in acute care hospitals under the IPPS. Further, these 
commenters stated that we had thwarted the intentions of the Congress 
to establish a unique PPS that is specific to LTCHs in subsequent 
legislation (that is, the BBRA of 1999 and the BIPA of 2000). The 
commenters claimed that the proposed IPPS-comparable option to the SSO 
payment policy would be forbidden under these enabling statutes because 
such a payment option would ignore the ``differences in patient 
resource use and cost'' at LTCHs. One commenter criticized our use of 
the phrase ``a payment otherwise comparable to what would have been 
paid under the IPPS'' as a disingenuous attempt to side-step the 
Congressional mandate that the LTCHs not be paid based on the acute 
care IPPS. Therefore, the commenter believes that we violated the 
statutory intent that LTCHs be excluded from the IPPS in issuing the 
proposed IPPS-comparable payment adjustment under the revised SSO 
policy.
    A number of commenters cite our proposed policy as a violation of 
the Court's two-prong test for validity of a regulation established 
under Chevron U.S.A., Inc. v. Natural Resources Defense Counsel, Inc. 
467 U.S. 837, 842-843 (1984). Under the ruling, the Court asks whether 
the Congress addressed, in clear language, the issue in question and, 
if the answer is affirmative, the effect is given to the 
``unambiguously expressed intent of the Congress.'' If the ``statute is 
silent or ambiguous with respect to the specific issue,'' the Agency's 
interpretation is allowed to stand as long as it is based on a 
permissible construction of the statute.'' Id at 843. Deference to the 
Agency's interpretation is ``only appropriate when the agency has 
exercised its own judgment'' and is not based upon an erroneous view of 
the law.
    Response: In responding to the commenters' claims, we would first 
reiterate that we are not finalizing the specifics of the proposed 
IPPS-comparable option for payments under the SSO policy. In response 
to commenters' concerns and following

[[Page 27865]]

further data and policy analysis we believe that the policy that we are 
finalizing in this rule, and described in detail above, fairly 
addresses a circumstance that we presume was not envisioned when the 
Congress authorized the LTCH designation at section 1886(d)(1)(B)(I) of 
the Act (that is, paying for a substantial number of short stay 
patients--particularly those with extremely short stays--under a 
payment system designed to treat long-stay patients). Moreover, we 
believe that the quote used to establish Congressional intent actually 
addresses the situation that we faced in determining how to pay for 
short stay patients at a LTCH: ``[T]he DRG system was developed for 
short-term acute care general hospitals and as currently constructed, 
does not adequately take into account special circumstances of 
diagnoses requiring long stays'' (Report of the Committee on Ways & 
Means, U.S. House of Representatives to Accompany HR 1900, HR Report 
No. 98-25, at 141 (1983) Legislative history of the 1983 SS 
Amendments). We do not believe that we violated Congressional intent in 
either the BBRA of 1999 or the BIPA of 2000 in establishing a payment 
adjustment under the LTCH PPS that addresses our concerns about a 
significant number of short stay patients being treated at LTCHs. As 
indicated previously, section 123 of the BBRA, as amended by section 
307(b)(1) of the BIPA confers broad discretionary authority on the 
Secretary to implement a prospective payment system for LTCHs, 
including providing for appropriate adjustments to the payment system. 
This broad authority gives the Secretary great flexibility to fashion a 
LTCH PPS based on both original policies as well as concepts borrowed 
from other payments systems that are adapted, where appropriate, to the 
LTCH context. In the instant case, our finalized SSO policy utilizes, 
in large part, principles from the IPPS payment methodology and builds 
upon those concepts to create a LTCH PPS payment adjustment that 
results in an appropriate payment for those inpatient stays that we 
believe could be more appropriately treated in another setting. The PPS 
system authorized under both the BBRA and the BIPA emphasized the 
specific needs, resource use, costs, and payments for the patients who 
required hospital-level care for extended stays. Moreover, the 
authority extended to the Secretary by the BIPA included the discretion 
to ``provide for appropriate adjustments to the long-term hospital 
payment system,'' which, from the inception of the LTCH PPS for FY 
2003, we have interpreted to include the establishment of a payment 
adjustment for discharges that have lengths of stay considerably less 
than the ALOS and that receive significantly less than the full course 
of treatment for a specific LTC-DRG'' (67 FR 55995; August 30, 2002). 
Rather than our special payments for SSO violating the Congressional 
mandate for a distinction between the payment systems for acute care 
hospitals and, as according to the committee report cited above, 
``diagnoses requiring long stays,'' we believe that our payment 
policies are directly in accord with Congressional intent. We further 
believe that the new option of the blended payment actually captures 
Congressional intent since as the LOS appears to be more typical of the 
type of stay for which the LTCH PPS was established, the payment is 
based on a decreasing percentage of IPPS-comparable per diem payment 
amount while the percentage of payment based on the 120 percent of the 
LTC-DRG per diem payment amount increases. Therefore, we believe that 
our finalized payment adjustment for SSOs under which one payment 
option could be a blend of a percentage of an IPPS-comparable per diem 
payment amount that will decrease in direct proportion to an increase 
in the LOS and a percentage payment of the 120 percent LTC-DRG per diem 
payment amount, which will increase based on the LOS at the LTCH, is 
grounded in several existing Medicare payment adjustments. We also 
believe that the gradually shifting percentage of the payment blend 
recognizes the increasing use of resources and costs as the stay 
lengthens, and it is consistent with the Ways and Means Committee's 
above-cited definition of ``special circumstances of diagnoses 
requiring long stays.''
    We disagree with commenters that our LTCH PPS SSO policy that is 
based on an IPPS comparable payment amount is a payment under the IPPS. 
As indicated in various places throughout the preamble, section 123 of 
the BBRA, as amended by section 307(b)(1) of the BIPA, confers broad 
discretionary authority on the Secretary to implement a PPS for LTCHs, 
including providing for appropriate adjustments to the system. This 
broad authority gives the Secretary great flexibility to fashion a LTCH 
PPS based on both original policies as well as concepts borrowed from 
other payment systems that are adapted, where appropriate, to the LTCH 
context. In the instant case, our finalized SSO policy utilizes 
principles from the IPPS payment methodology and builds upon those 
concepts to create a LTCH PPS payment adjustment that results in an 
appropriate payment for those inpatient stays that we believe do not 
typically belong in LTCHs but would be more appropriately treated in 
another setting. In this final rule, we are further refining our 
existing SSO policy. Therefore, we disagree with commenters that the 
Secretary is acting in contradiction of the statute and inconsistently 
with the Chevron doctrine.
    Comment: Several commenters stated that when the Congress 
established LTCHs, they were described as hospitals with ``an average 
in patient LOS of greater than 25 days'' and that the statute did not 
say that cases must stay a ``minimum of 25 days.'' The commenters 
stated that the word ``average'' implies half of the lengths of stay 
would be below 25 days. The commenters maintained that statements made 
by CMS indicate that short stays at LTCHs are inappropriate. However, 
the commenter claims that it was clearly the Congress's intent that in 
establishing the definition of LTCHs, half of the patients would stay 
for fewer than 25 days.
    Response: We agree with the commenter that the statutory definition 
of a LTCH as a hospital with an ALOS of greater than 25 days allows a 
hospital to include short stay patients in meeting the average of 
greater than 25 days threshold. However, in both the BBRA and the BIPA, 
which authorized the development of the LTCH PPS, the Secretary was 
granted considerable authority to examine and to provide appropriate 
adjustments to the system. We believe that both in establishing LTCHs 
as hospitals excluded from the IPPS and also in mandating the 
development of the LTCH PPS, the Congress intended LTCHs to treat long-
stay patients with lengths of stay of approximately 25 days or more. 
The specific policies that we have established under the LTCH PPS are 
based on our interpretation of what the Congress intended for payment 
to LTCHs in the treatment of patients requiring an extended stay that 
could result in higher costs to the Medicare program. The SSO policy at 
Sec.  412.529 is an example of the premises upon which we developed the 
LTCH PPS since it provides for fractional payment of the LTC-DRG to a 
LTCH for stays that do not require the full resources typical of LTCHs. 
Similarly, the charge data generated from SSOs are given a fractional 
weight in setting LTC-DRG weights as opposed to those cases that 
generate a full LTC-DRG payment. Given the broad discretionary 
authority conferred by the statute to develop the

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LTCH PPS, we do not believe the Congress intended to limit the 
Secretary's ability to make adjustment under the LTCH PPS for those 
cases that do not receive the full resources of a case in the 
respective LTC-DRG.
    Comment: One commenter urged us to review how Medicare Advantage 
views the use of LTCHs. If a patient covered by Medicare Advantage (MA) 
is at risk of deconditioning, according to the commenter, the patient 
is sent to a specific LTCH. This is because the prospects for 
restoration are increased and, additionally, such a policy also opens 
the plan's ICU and overall bed-day utilization rates.
    Response: MA plans are required to furnish enrollees with all 
medically necessary Medicare A and B services. Accordingly, MA 
coordinated care plans must contract with Medicare certified hospitals 
to ensure hospital access for its enrollees in the plan's service area. 
In some areas where there are cooperating LTCHs, MA organizations may 
elect to contract with LTCHs to provide care for their plan members. 
However, the terms of these contracts, including payment rates, are 
unique for each MA organization, its contracted providers (for example, 
LTCHs), and hospitals. Therefore, we are not able to comment on the 
particular situation to which the commenter is referring.
    Comment: Several commenters stated that the proposed IPPS-
comparable payment adjustment option under the SSO policy created a 
strong incentive to ``slow down provision of care'' because by 
extending the stay of a SSO LTCH patient by a few days (depending upon 
the particular LTC-DRG), a LTCH would receive the full LTC-DRG payment 
rather than the least of the proposed SSO formula, which could result 
in an IPPS-comparable payment to the LTCH. The commenters believe that 
it is in the LTCHs' best interests not to discharge the patient because 
the payment difference between the IPPS-comparable payment adjustment 
and the full LTC-DRG payment is so significant, particularly for stays 
approaching the \5/6\ geometric ALOS threshold. A number of commenters 
stated that the proposed payment policy for SSOs actually inverted the 
logic of the PPS and rather reinforced the former incentive of cost-
based reimbursement because more profit would be derived from longer 
stays. The commenters urged us to reconsider the proposed policy 
because they believe it contradicts the fundamental principle of a PPS, 
which is to reward efficiency. Several commenters asserted that under 
the proposed policy, successfully discharging the patient earlier 
because of efficiency and expertise to alternative care settings 
results in a financial penalty. Moreover, the commenters claimed this 
rewards providers who keep patients through the threshold. Furthermore, 
several commenters stated that our proposed revision to the SSO policy 
(that is, the IPPS-comparable payment option), which commenters said 
would significantly underpay SSO patients, countered the principles of 
prospective payment. Other commenters asserted that all PPSs operated 
in terms of an ``averaging principle'' which we were violating with the 
proposed IPPS-comparable payment option under the SSO policy. One 
commenter specified that ``SSO reimbursements are currently providing 
the margins that keep overall PPS payments in balance by offsetting 
losses on HCOs in particular.'' One aspect of this principle that they 
claim we are violating, is that by eliminating the opportunity for 
LTCHs to care for patients with costs that are less than Medicare 
payments, we are eliminating chances for those LTCHs to overcome losses 
by caring for patients whose costs of treatment exceed reimbursement 
levels.
    Response: We understand the commenters' concerns that our proposed 
IPPS-comparable payment option under the SSO policy could extend 
patient stays (that is, ``slowing down the provision of care'') to 
exceed the threshold and thus be paid a full LTC-DRG payment. In 
response to this comment and also to the claim that finalizing such a 
policy could have the unintended effect of ``inverting'' the logic of 
prospective payments so that an LTCH would reap financial benefits from 
longer (perhaps less efficient) stays, we would reiterate that we are 
not finalizing the specific proposed policy to which the commenters 
refer. We believe that the policy that we are establishing in this 
final rule more directly addresses our concerns that the current 
payment formula under the LTCH PPS overpays for those very short-stay 
SSO cases that could otherwise have been treated in a short-term acute-
care setting, while the final policy provides a higher payment amount 
than the proposed policy for SSOs with longer lengths of stay. The 
graduated payment scale, which increases the proportion of a LTC-DRG-
based payment while decreasing the proportion of an IPPS-comparable-
based payment, pays appropriately for long-stay cases while not 
overpaying for very short SSO stays. Under this finalized policy, 
Medicare will be paying more appropriately for the shorter stays that 
we believe could otherwise be treated in an acute care hospital while 
paying significantly more for those longer-stay cases that more closely 
resemble typical LTCH cases. Moreover, we believe that the graduated 
per diem increase of payments based on LTC-DRG weights in our final SSO 
policy does not penalize LTCHs for effective care that could result in 
an earlier discharge. Rather we believe that the policy provides for a 
fair payment for the efficiency and expertise that, in the case of an 
appropriate LTCH admission, could lead to a discharge that would be 
somewhat below the five-sixths SSO threshold and thus be paid as a SSO. 
Although we will be monitoring LTCH behavior, it is also our 
expectation that this revised policy will provide minimal rewards for 
unnecessarily lengthening a stay.
    For the commenters that indicated that the SSO policy is 
inconsistent with the averaging principle inherent in a PPS, we believe 
it is very important to evaluate the adjustment in light of the 
following. In a PPS there are numerous principles (for example, 
appropriate payment, predictability, averaging, beneficiary access to 
appropriate care, equity) that we try to balance simultaneously when 
making policy decisions. The averaging principle, while an important 
principle in the LTCH PPS, is not the only principle by which we make 
our policy decisions. For example, in the case of SSOs and HCOs, we 
must determine how to appropriately pay for aberrant cases that are 
much shorter (in the case of short stays) and much costlier (in the 
case of HCOs) when compared to typical cases in the relevant LTC-DRG.
    In the case of short stays, if we failed to adjust the payment to 
reflect that the case did not receive the full resources of a typical 
LTCH stay for the particular DRG, the PPS payment would be greatly 
``overpaying'' for the stay, may serve as an incentive to game the 
system, and would waste valuable Trust Fund dollars. Similarly, in the 
case of HCOs, if we did not adjust the payment to reflect the 
extraordinary high costs that a LTCH was incurring for treating a 
particular patient when compared to a typical case in the respective 
LTC-DRG, we would be ``underpaying'' significantly for the case. We 
have stated that providing additional money for HCOs strongly improves 
the accuracy of the payment system as well as reduces the incentive to 
under serve these patients (69 FR 55954 and 56022). Since we do not pay 
short stays outliers or HCOs an amount paid to ``inliers''/cases that 
have lengths of stay or costs commensurate with other cases in the 
respective LTC-DRG, but instead make

[[Page 27867]]

payment adjustments to reflect the unique circumstances of these cases, 
the averaging principle is less heavily emphasized under these 
circumstances to achieve equity, appropriate payments that accurately 
reflect resource costs at the patient and hospital level, and 
beneficiary access to medical care.
    We believe that, given that LTCHs are defined as acute care 
hospitals that have an average inpatient LOS of greater than 25 days, 
the payment policies under the LTCH PPS appropriately reflect the 
averaging principle. That is, where some cases within the inlier range 
will have generated relatively lower costs, other cases will generate 
higher costs and Medicare will pay a LTCH the same for both less and 
more costly cases. The SSO policy, along with the HCO policy, addresses 
payments for cases that fall outside the normal types of averaging in 
the inlier range in the PPS and ensures that payment for SSO cases is 
not greatly in excess of the resources required to treat those cases. 
The payment system modeling and data projections that we generated in 
developing the revised payment options for SSOs that we are finalizing 
in this final rule at Sec.  412.529(c)(4), indicates that our payments 
will be consistent with the particular way in which the ``averaging 
principle'' is applied to the LTCH PPS, described above. Therefore, 
this policy that we are finalizing does not represent a change from the 
underlying premise of either the prospective payment or the particular 
approach that we used in determining how to pay for short stays at 
LTCHs since the outset of the LTCH PPS for FY 2003. We also believe 
that this finalized policy should reduce any payment incentive under 
the present SSO policy to admit short-stay patients who could otherwise 
be treated at short term acute care hospitals paid for under the IPPS.
    With regards to the commenters who noted that, ``SSO reimbursements 
are currently providing the margins that keep overall PPS payments in 
balance by offsetting losses on HCOs in particular,'' we would note 
that MedPAR data from FY 2003 and part of FY 2004 also reveal that 
payments to LTCHs for SSOs and inliers more than offset losses for HCOs 
and, in fact, produces an aggregate average margin of 10.5 percent. 
Furthermore, since the HCO threshold decreased from RY 2004 to RY 2005 
from $19,590 to $17,864, it is probable that the aggregate margin for 
the later period is even higher. Therefore, the policy that we are 
finalizing will decrease the margins that our data indicates have 
generally been realized by LTCHs for their SSO patients under the 
existing SSO payment policy. In large part, these margins have resulted 
from excessive payment for those very short-stay SSO cases. However, we 
are not finalizing the proposed policy which would have significantly 
reduced Medicare payments for all SSO discharges. We believe that the 
revised SSO payment policy that we are finalizing addresses our 
concerns with excessive payments for very short stay SSO cases while 
providing a higher payment amount than the proposed policy for SSOs 
with longer lengths of stay.
    Comment: One commenter noted that payments under the SSO policy 
that we have proposed under the IPPS-comparable option did not account 
for cases that are SSOs at LTCH