[Federal Register: November 9, 2006 (Volume 71, Number 217)]
[Rules and Regulations]               
[Page 65883-66006]
From the Federal Register Online via GPO Access [wais.access.gpo.gov]
[DOCID:fr09no06-12]                         
 

[[Page 65883]]

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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 Parts 414 and 484



Medicare Program; Home Health Prospective Payment System Rate Update 
for Calendar Year 2007 and Deficit Reduction Act of 2005 Changes to 
Medicare Payment for Oxygen Equipment and Capped Rental Durable Medical 
Equipment; Final Rule


[[Page 65884]]


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DEPARTMENT OF HEALTH AND HUMAN SERVICES

Centers for Medicare & Medicaid Services

42 CFR Parts 414 and 484

[CMS-1304-F]
RIN 0938-AN76

 
Medicare Program; Home Health Prospective Payment System Rate 
Update for Calendar Year 2007 and Deficit Reduction Act of 2005 Changes 
to Medicare Payment for Oxygen Equipment and Capped Rental Durable 
Medical Equipment; Final Rule

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

ACTION: Final rule.

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SUMMARY: This final rule sets forth an update to the 60-day national 
episode rates and the national per-visit amounts under the Medicare 
prospective payment system for home health services. In addition, this 
final rule sets forth policy changes related to Medicare payment for 
certain durable medical equipment for the purpose of implementing 
sections 1834(a)(5) and 1834(a)(7) of the Social Security Act, as 
amended by section 5101 of the Deficit Reduction Act of 2005. This 
final rule also responds to public comments on the August 3, 2006, 
proposed rule that pertain to a number of issues including the 
requirement that home health payments are based on the reporting of 
specific quality data by home health agencies.

DATES: Effective Date: These regulations are effective on January 1, 
2007.

FOR FURTHER INFORMATION CONTACT: Randy Throndset, (410) 786-0131, or 
Sharon Ventura, (410) 786-1985 (for issues related to the home health 
prospective payment system). Doug Brown, (410) 786-0028 (for issues 
related to reporting home health quality data). Alexis Meholic, (410) 
786-2300 (for issues related to payments for oxygen equipment and 
capped rental durable medical equipment).

SUPPLEMENTARY INFORMATION: 

I. Background

A. Statutory Background

    The Balanced Budget Act of 1997 (BBA) (Pub. L. 105-33), enacted on 
August 5, 1997, significantly changed the way Medicare pays for 
Medicare home health services. Until the implementation of a home 
health prospective payment system (HH PPS) on October 1, 2000, home 
health agencies (HHAs) received payment under a cost-based 
reimbursement system. Section 4603 of the BBA governed the development 
of the HH PPS.
    Section 4603(a) of the BBA provides the authority for the 
development of a PPS for all Medicare-covered home health services 
provided under a plan of care that were paid on a reasonable cost basis 
by adding section 1895, entitled ``Prospective Payment For Home Health 
Services,'' to the Social Security Act (the Act).
    Section 1895(b)(1) of the Act requires the Secretary to establish a 
PPS for all costs of home health services paid under Medicare.
    Section 1895(b)(3)(A) of the Act requires that (1) the computation 
of a standard prospective payment amount include all costs of home 
health services covered and paid for on a reasonable cost basis and be 
initially based on the most recent audited cost report data available 
to the Secretary, and (2) the prospective payment amounts be 
standardized to eliminate the effects of case-mix and wage levels among 
HHAs.
    Section 1895(b)(3)(B) of the Act addresses the annual update to the 
standard prospective payment amounts by the home health applicable 
increase percentage as specified in the statute.
    Section 1895(b)(4) of the Act governs the payment computation. 
Sections 1895(b)(4)(A)(i) and (b)(4)(A)(ii) of the Act require the 
standard prospective payment amount to be adjusted for case-mix and 
geographic differences in wage levels. Section 1895(b)(4)(B) of the Act 
requires the establishment of an appropriate case-mix adjustment factor 
that explains a significant amount of the variation in cost among 
different units of services. Similarly, section 1895(b)(4)(C) of the 
Act requires the establishment of wage-adjustment factors that reflect 
the relative level of wages and wage-related costs applicable to the 
furnishing of home health services in a geographic area compared to the 
national average applicable level. These wage-adjustment factors may be 
the factors used by the Secretary for the different area wage levels 
for purposes of section 1886(d)(3)(E) of the Act.
    Section 1895(b)(5) of the Act gives the Secretary the option to 
grant additions or adjustments to the payment amount otherwise made in 
the case of outliers because of unusual variations in the type or 
amount of medically necessary care. Total outlier payments in a given 
fiscal year cannot exceed 5 percent of total payments projected or 
estimated.
    On February 8, 2006, the Congress enacted the Deficit Reduction Act 
(DRA) of 2005 (Pub. L. 109-171). This legislation made additional 
changes to the HH PPS.
    Section 5201 of the DRA changed the CY 2006 update from the 
applicable home health market basket percentage increase minus 0.8 
percentage points to a 0 percent update.
    Section 5201 of the DRA amended section 421(a) of the MMA. The 
amended section 421(a) of the MMA requires, for home health services 
furnished in a rural area (as defined in section 1886(d)(2)(D) of the 
Act) with respect to episodes and visits beginning on or after January 
1, 2006 and before January 1, 2007, that the Secretary increase by 5 
percent the payment amount otherwise made under section 1895 of the 
Act. The statute waives budget neutrality for purposes of this increase 
as it specifically requires that the Secretary not reduce the standard 
prospective payment amount (or amounts) under section 1895 of the Act 
applicable to home health services furnished during a period to offset 
the increase in payments resulting in the application of this section 
of the statute.
    The 0 percent update to the payment rates and the rural add-on 
provisions of the DRA were implemented through Pub. 100-20, One Time 
Notification, Transmittal 211 issued February 10, 2006.
    In addition, section 5201(c) of the DRA amends the statute to add 
section 1895(b)(3)(B)(v) to the Act, requiring HHAs to submit data for 
purposes of measuring health care quality. This requirement is 
applicable for 2007 and each subsequent year. For 2007 and each 
subsequent year, in the case of a HHA that does not submit quality 
data, the home health market basket percentage increase would be 
reduced by 2 percentage points.

B. Updates

1. 2000 Final Rule
    On July 3, 2000, we published a final rule (65 FR 41128) in the 
Federal Register to implement the HH PPS legislation. That final rule 
established requirements for a new PPS for HHAs as required by section 
4603 of the BBA, and as subsequently amended by section 5101 of the 
Omnibus Consolidated and Emergency Supplemental Appropriations Act 
(OCESAA) for Fiscal Year 1999 (Pub. L. 105-277), enacted on October 21, 
1998; and by sections 302, 305, and 306 of the Medicare, Medicaid, and 
SCHIP Balanced Budget Refinement Act (BBRA) of 1999 (Pub. L. 106-113), 
enacted on November 29, 1999. The requirements include the 
implementation of a PPS for home

[[Page 65885]]

health services, consolidated billing requirements, and a number of 
other related changes. The PPS described in that rule replaced the 
retrospective reasonable-cost-based system that was used by Medicare 
for the payment of home health services under Part A and Part B.
2. 2005 Final Rule
    On November 9, 2005, we published a final rule (70 FR 68132), which 
set forth an update to the 60-day national episode rates and the 
national per-visit amounts under the Medicare prospective payment 
system for home health services for CY 2006. As part of that final 
rule, we adopted revised area labor market Metropolitan Statistical 
Area designations for CY 2006. In implementing the new area labor 
market designations, we allowed for a 1-year transition period. This 
transition consists of a blend of 50 percent of the new area labor 
market designations' wage index and 50 percent of the previous area 
labor market designations' wage index. In addition, we revised the 
fixed dollar loss ratio, which is used in the calculation of outlier 
payments.

C. System for Payment of Home Health Services

    Generally, Medicare makes payment under the HH PPS on the basis of 
a national standardized 60-day episode payment, adjusted for case mix 
and wage index. For episodes with four or fewer visits, Medicare pays 
on the basis of a national per-visit amount by discipline, referred to 
as a low utilization payment adjustment (LUPA). Medicare also adjusts 
the 60-day episode payment for certain intervening events that give 
rise to a partial episode payment adjustment (PEP adjustment) or a 
significant change in condition adjustment (SCIC). For certain cases 
that exceed a specific cost threshold, an outlier adjustment may also 
be available. For a complete and full description of the HH PPS as 
required by the BBA and as amended by OCESAA and BBRA, see the July 3, 
2000 HH PPS final rule (65 FR 41128).

D. Changes in Payment for Oxygen and Oxygen Equipment and Other Durable 
Medical Equipment (Capped Rental Items)

    The Medicare payment rules for durable medical equipment (DME) are 
set forth in section 1834(a) of the Act and 42 CFR part 414, subpart D 
of our regulations. General payment rules for DME are set forth in 
section 1834(a)(1) of the Act and Sec.  414.210 of our regulations, and 
Sec.  414.210 also contains paragraphs relating to maintenance and 
servicing of items and replacement of items. Specific rules for oxygen 
and oxygen equipment are set forth in section 1834(a)(5) of the Act and 
Sec.  414.226 of our regulations, and specific rules for capped rental 
items are set forth in section 1834(a)(7) of the Act and Sec.  414.229 
of our regulations. Rules for determining a period of continuous use 
for the rental of DME are set forth in Sec.  414.230 of our 
regulations. The Medicare payment basis for DME is equal to 80 percent 
of either the lower of the actual charge or the fee schedule amount for 
the item. The beneficiary coinsurance is equal to 20 percent of either 
the lower of the actual charge or the fee schedule amount for the item.
    In accordance with the rules set forth in section 1834(a)(5) of the 
Act and Sec.  414.226 of our regulations, since 1989, suppliers have 
been paid monthly for furnishing oxygen and oxygen equipment to 
Medicare beneficiaries. Suppliers have also been paid an add-on fee for 
furnishing portable oxygen equipment to patients when medically 
necessary. Before the enactment of the DRA, these monthly payments 
continued for the duration of use of the equipment, provided that 
Medicare Part B coverage and eligibility criteria were met. Medicare 
covers three types of oxygen delivery systems: (1) Stationary or 
portable oxygen concentrators, which concentrate oxygen in room air; 
(2) stationary or portable liquid oxygen systems, which use oxygen 
stored as a very cold liquid in cylinders and tanks; and (3) stationary 
or portable gaseous oxygen systems, which administer compressed oxygen 
directly from cylinders. Both liquid and gaseous oxygen systems require 
delivery of oxygen contents.
    Medicare payment for furnishing oxygen and oxygen equipment is made 
on a monthly basis and the fee schedule amounts vary by State. Payment 
for oxygen contents for both stationary and portable equipment is 
included in the fee schedule allowances for stationary equipment. 
Medicare fee schedules for home oxygen equipment are modality neutral; 
meaning that in a given State, there is one fee schedule amount that 
applies to all stationary systems and one fee schedule amount that 
applies to all portable systems.
    Effective January 1, 2006, section 5101(b) of the DRA amended the 
Act at section 1834(a)(5) of the Act, limiting to 36 months the total 
number of continuous months for which Medicare will pay for oxygen 
equipment on a rental basis. At the end of the 36-month period, this 
section mandates that the supplier transfer title to the stationary and 
portable oxygen equipment to the beneficiary. Section 5101(b) of the 
DRA does not, however, limit the number of months for which Medicare 
will pay for oxygen contents for beneficiary-owned stationary or 
portable gaseous or liquid systems, and payment will continue to be 
made as long as the oxygen remains medically necessary. Section 5101(b) 
of the DRA also provides that payment for reasonable and necessary 
maintenance and servicing of beneficiary-owned oxygen equipment will be 
made for parts and labor not covered by a supplier's or manufacturer's 
warranty. In the case of beneficiaries using oxygen equipment on 
December 31, 2005, the 36-month rental period prescribed by the DRA 
begins on January 1, 2006.
    In accordance with the rules set forth in section 1834(a)(7) of the 
Act and Sec.  414.229 of our regulations, before the enactment of the 
DRA, suppliers of capped rental items (that is, other DME not described 
in paragraphs (2) through (6) of section 1834(a) of the Act) were paid 
on a rental or purchase option basis. Payment for most items in the 
capped rental category was made on a monthly rental basis, with rental 
payments being capped at 15 months or 13 months, depending on whether 
the beneficiary chose to continue renting the item or to take over 
ownership of the item through the ``purchase option.'' For all capped 
rental items, the supplier was required to inform the beneficiary of 
his or her purchase option, during the 10th rental month, to enter into 
a purchase agreement under which the supplier would transfer title to 
the item to the beneficiary on the first day after the 13th continuous 
month during which payment was made for the rental of the item. 
Therefore, if the beneficiary chose the purchase option, rental 
payments to the supplier would continue through the 13th month of 
continuous use of the equipment, after which time title to the 
equipment would transfer from the supplier to the beneficiary. Medicare 
would also make payment for any reasonable and necessary repair or 
maintenance and servicing of the equipment following the transfer of 
title. If the beneficiary did not choose the purchase option, rental 
payments would continue through the 15th month of continuous use. In 
these cases, suppliers would maintain title to the equipment but would 
have to continue furnishing the item to the beneficiary as long as 
medical necessity continued. Beginning 6 months after the 15th month of 
continuous use in which payment was made, Medicare would also make 
semi-annual maintenance and servicing payments to suppliers. These 
payments were approximately equal to 10 percent

[[Page 65886]]

of the purchase price for the equipment as determined by the statute. 
Total Medicare payments made through the 13th and 15th months of rental 
equal 105 and 120 percent, respectively, of the purchase price for the 
equipment.
    In the case of power-driven wheelchairs, since 1989 payment has 
also been made on a lump-sum purchase basis at the time that the item 
is initially furnished to the beneficiary if the beneficiary chooses to 
obtain the item in this manner. Most beneficiaries choose to obtain 
power-driven wheelchairs via this lump-sum purchase option.
    Effective for items for which the first rental month occurs on or 
after January 1, 2006, section 5101(a) of the DRA of 2005 amended 
section 1834(a)(7) of the Act, limiting to 13 months the total number 
of continuous months for which Medicare will pay for DME in this 
category. After a 13-month period of continuous use during which rental 
payments are made, the statute requires that the supplier transfer 
title to the equipment to the beneficiary. Beneficiaries may still 
elect to obtain power-driven wheelchairs on a lump-sum purchase 
agreement basis. In all cases, payment for reasonable and necessary 
maintenance and servicing of beneficiary-owned equipment will be made 
for parts and labor not covered by the supplier's or manufacturer's 
warranty.

E. Requirements for Issuance of Regulations

    Section 902 of the Medicare Prescription Drug, Improvement, and 
Modernization Act of 2003 (MMA) amended section 1871(a) of the Act and 
requires the Secretary, in consultation with the Director of the Office 
of Management and Budget, to establish and publish timelines for the 
publication of Medicare final regulations based on the previous 
publication of a Medicare proposed or interim final regulation. Section 
902 of the MMA also states that the timelines for these regulations may 
vary but shall not exceed 3 years after publication of the preceding 
proposed or interim final regulation except under exceptional 
circumstances.
    This final rule finalizes provisions set forth in the August 3, 
2006 proposed rule. In addition, this final rule has been published 
within the 3-year time limit imposed by section 902 of the MMA. 
Therefore, we believe that the final rule is in accordance with the 
Congress' intent to ensure timely publication of final regulations.

II. Provisions of the Proposed Regulations

    We published a proposed rule in the Federal Register on August 3, 
2006 (71 FR 44081) that set forth a proposed update to the 60-day 
national episode rates and the national per-visit amounts under the 
Medicare prospective payment system for home health services. In 
addition, that proposed rule set forth proposed policy changes related 
to Medicare payment for certain durable medical equipment for the 
purpose of implementing sections 1834(a)(5) and 1834(a)(7) of the 
Social Security Act, as amended by section 5101 of the Deficit 
Reduction Act of 2005. That proposed rule also invited comments on a 
number of issues including payments based on reporting quality data, 
the adoption of health information technology, as well as how to 
improve data transparency for consumers.

A. National Standardized 60-Day Episode Rate

    The Medicare HH PPS has been effective since October 1, 2000. As 
set forth in the final rule published July 3, 2000 in the Federal 
Register (65 FR 41128), the unit of payment under the Medicare HH PPS 
is a national standardized 60-day episode rate. As set forth in Sec.  
484.220, we adjust the national standardized 60-day episode rate by a 
case mix grouping and a wage index value based on the site of service 
for the beneficiary. The proposed CY 2007 HH PPS rates used the same 
case-mix methodology and application of the wage index adjustment to 
the labor portion of the HH PPS rates as set forth in the July 3, 2000 
final rule. In the October 22, 2004 final rule, we rebased and revised 
the home health market basket, resulting in a labor-related share of 
76.775 percent and a non-labor portion of 23.225 percent (69 FR 62126). 
We multiply the national 60-day episode rate by the patient's 
applicable case-mix weight. We divide the case-mix adjusted amount into 
a labor and non-labor portion. We multiply the labor portion by the 
applicable wage index based on the site of service of the beneficiary.
    As required by section 1895(b)(3)(B) of the Act, we have updated 
the HH PPS rates annually in a separate Federal Register document. 
Section 484.225 sets forth the specific annual percentage update. To 
reflect section 1895(b)(3)(B)(v) of the Act, as added by section 5201 
of the DRA, we proposed to revise Sec.  484.225, paragraph (g) as 
follows:

    (g) For 2007 and subsequent calendar years, the unadjusted 
national rate is equal to the rate for the previous calendar year 
increased by the applicable home health market basket index amount 
unless the HHA has not submitted quality data in which case the 
unadjusted national rate is equal to the rate for the previous 
calendar year increased by the applicable home health market basket 
index amount minus 2 percentage points.

    For CY 2007, we proposed to use again the design and case-mix 
methodology described in section III.G of the HH PPS July 3, 2000 final 
rule (65 FR 41192 through 41203). For CY 2007, we will base the wage 
index adjustment to the labor portion of the PPS rates on the most 
recent pre-floor and pre-reclassified hospital wage index as discussed 
in section II.F of the August 3, 2006 proposed rule (not including any 
reclassifications under section 1886(d)(8)(B) of the Act).
    As discussed in the July 3, 2000 HH PPS final rule, for episodes 
with four or fewer visits, Medicare pays the national per-visit amount 
by discipline, referred to as a LUPA. We update the national per-visit 
amounts by discipline annually by the applicable home health market 
basket percentage. We adjust the national per-visit amount by the 
appropriate wage index based on the site of service for the beneficiary 
as set forth in Sec.  484.230. We will adjust the labor portion of the 
updated national per-visit amounts by discipline used to calculate the 
LUPA by the most recent pre-floor and pre-reclassified hospital wage 
index, as discussed in section II.F of the August 3, 2006 proposed 
rule.
    Medicare pays the 60-day case-mix and wage-adjusted episode payment 
on a split percentage payment approach. The split percentage payment 
approach includes an initial percentage payment and a final percentage 
payment as set forth in Sec.  484.205(b)(1) and Sec.  484.205(b)(2). We 
may base the initial percentage payment on the submission of a request 
for anticipated payment (RAP) and the final percentage payment on the 
submission of the claim for the episode, as discussed in Sec.  409.43. 
The claim for the episode that the HHA submits for the final percentage 
payment determines the total payment amount for the episode and whether 
we make an applicable adjustment to the 60-day case-mix and wage-
adjusted episode payment. The end date of the 60-day episode as 
reported on the claim determines which calendar year rates Medicare 
would use to pay the claim.
    We may also adjust the 60-day case-mix and wage-adjusted episode 
payment based on the information submitted on the claim to reflect the 
following:

[[Page 65887]]

     A low utilization payment provided on a per-visit basis as 
set forth in Sec.  484.205(c) and Sec.  484.230.
     A partial episode payment adjustment as set forth in Sec.  
484.205(d) and Sec.  484.235.
     A significant change in condition adjustment as set forth 
in Sec.  484.205(e) and Sec.  484.237.
     An outlier payment as set forth in Sec.  484.205(f) and 
Sec.  484.240.

B. CY 2007 Update to the Home Health Market Basket Index

    Section 1895(b)(3)(B) of the Act, as amended by section 5201 of the 
DRA, requires for CY 2007 that the standard prospective payment amounts 
be increased by a factor equal to the applicable home health market 
basket update. The proposed rule contained a home health market basket 
update of 3.1 percent. Since publication of the proposed rule, we have 
estimated a new home health market basket update of 3.3 percent for CY 
2007.
CY 2007 Adjustments
    In calculating the annual update for the CY 2007 60-day episode 
rates, we first look at the CY 2006 rates as a starting point. The CY 
2006 national 60-day episode rate, as modified by section 5201(a)(4) of 
the DRA (and implemented through Pub. 100-20, One Time Notification, 
Transmittal 211 issued February 10, 2006) is $2,264.28.
    In order to calculate the CY 2007 national 60-day episode rate, we 
multiply the CY 2006 national 60-day episode rate ($2,264.28) by the 
estimated home health market basket update of 3.3 percent for CY 2007. 
The estimated home health market basket percentage increase reflects 
changes over time in the prices of an appropriate mix of goods and 
services included in covered home health services. The estimated home 
health market basket percentage increase is generally used to update 
the HH PPS rates on an annual basis.
    We increase the CY 2006 60-day episode payment rate by the 
estimated home health market basket update (3.3 percent) ($2,264.28 x 
1.033) to yield the updated CY 2007 national 60-day episode rate 
($2,339.00) (see Table 1 below). The CY 2007 HH PPS rates apply to 
episodes ending on or after January 1, 2007, and before January 1, 
2008.

Table 1.--National 60-Day Episode Amounts Updated by the Estimated Home Health Market Basket Update for CY 2007,
                                           Before Case-Mix Adjustment
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                                         Multiply by the Estimated Home
  Total CY 2006 Prospective Payment     Health Market Basket Update (3.3       CY 2007 Updated National 60-Day
      Amount Per 60-day Episode                    Percent)\1\                          Episode Rate
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                    $2,264.28                               x 1.033                             $2,339.00
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\1\ The estimated home health market basket update of 3.3 percent for CY 2007 is based on Global Insight, Inc,
  3rd Qtr, 2006 forecast with historical data through 2nd Qtr, 2006.

National Per-Visit Amounts Used To Pay LUPAs and Compute Imputed Costs 
Used in Outlier Calculations
    As discussed previously in the August 3, 2006 proposed rule, the 
policies governing the LUPAs and outlier calculations set forth in the 
July 3, 2000 HH PPS final rule will continue during CY 2007. In 
calculating the annual update for the CY 2007 national per-visit 
amounts we use to pay LUPAs and to compute the imputed costs in outlier 
calculations, we look again at the CY 2006 rates as a starting point. 
We then multiply those amounts by the estimated home health market 
basket update for CY 2007 (3.3 percent) to yield the updated per-visit 
amounts for each home health discipline for CY 2007 (episodes ending on 
or after January 1, 2007, and before January 1, 2008) (see Table 2 
below).

  Table 2.--National Per-Visit Amounts for LUPAs and Outlier Calculations Updated by the Estimated Home Health
                                        Market Basket Update for CY 2007
----------------------------------------------------------------------------------------------------------------
                                                                             Multiply by the
                                                         Final CY 2006 per-   estimated home   CY 2007 per-visit
              Home health discipline type                visit amounts per    health market      payment amount
                                                           60-day episode      basket (3.3       per discipline
                                                             for LUPAs         percent) \1\        for LUPAs
----------------------------------------------------------------------------------------------------------------
Home Health Aide.......................................             $44.76            x 1.033             $46.24
Medical Social Services................................             158.45            x 1.033             163.68
Occupational Therapy...................................             108.81            x 1.033             112.40
Physical Therapy.......................................             108.08            x 1.033             111.65
Skilled Nursing........................................              98.85            x 1.033             102.11
Speech-Language Pathology..............................             117.44            x 1.033             121.32
----------------------------------------------------------------------------------------------------------------
\1\ The estimated home health market basket update of 3.3 percent for CY 2007 is based on Global Insight, Inc,
  3rd Qtr, 2006 forecast with historical data through 2nd Qtr, 2006.

C. Rural Add-On

    As stated above, section 5201(b) of the DRA requires, for home 
health services furnished in a rural area (as defined in section 
1886(d)(2)(D) of the Act) with respect to episodes and visits beginning 
on or after January 1, 2006 and before January 1, 2007, that the 
Secretary increase by 5 percent the payment amount otherwise made under 
section 1895 of the Act. The statute waives budget neutrality related 
to this provision as it specifically states that the Secretary shall 
not reduce the standard prospective payment amount (or amounts) under 
section 1895 of the Act applicable to home health services furnished 
during a period to offset the increase in payments resulting in the 
application of this section of the statute.
    While the rural add-on primarily affects those episodes paid based 
on CY 2006 rates, it also affects a number of CY 2007 episodes. For 
example, an episode that begins on December 20, 2006 and ends on 
February 17, 2007 for services furnished in a rural area, will be paid 
based on CY 2007 rates because the episode ends on or after January 1, 
2007 and before January 1, 2008; and the

[[Page 65888]]

episode will also receive the rural add-on because the episode begins 
on or after January 1, 2006 and before January 1, 2007.
    The applicable case-mix and wage index adjustment is subsequently 
applied to the 60-day episode amount for the provision of home health 
services where the site of service for the beneficiary is a non-
Metropolitan Statistical Area (MSA). Similarly, the applicable wage 
index adjustment is subsequently applied to the LUPA per-visit amounts 
adjusted for the provision of home health services where the site of 
service for the beneficiary is a non-MSA area. We implemented this 
provision for CY 2006 on February 13, 2006 through Pub. 100-20, One 
Time Notification, Transmittal 211 issued February 10, 2006. The 5 
percent rural add-on is noted in tables 3 and 4 below.

     Table 3.--Payment Amounts for 60-Day Episodes Beginning in CY 2006 and Ending in CY 2007 Updated by the
      Estimated Home Health Market Basket Update for CY 2007 with Rural Add-on, Before Case-Mix Adjustment
----------------------------------------------------------------------------------------------------------------
                                                                              CY 2007 Payment amount per 60-day
                                                                              episode beginning in CY 2006 and
  CY 2007 Total prospective payment          5 Percent rural add-on         before January 1, 2007 and ending in
      amount per 60-day episode                                                 CY 2007 for a beneficiary who
                                                                                  resides in a non-MSA area
----------------------------------------------------------------------------------------------------------------
                       $2,339                                x 1.05                             $2,455.95
----------------------------------------------------------------------------------------------------------------


  Table 4.--Per-Visit Amounts for Episodes Beginning in CY 2006 and Ending in CY 2007 Updated by the Estimated
                         Home Health Market Basket Update for CY 2007 with Rural Add-on
----------------------------------------------------------------------------------------------------------------
                                                                                               CY 2007 per-visit
                                                                                                 payment amount
                                                                                                 per discipline
                                                                                                   for 60-day
                                                                                                    episodes
                                                         CY 2007 Per-visit  Multiply by the 5   beginning on or
              Home health discipline type                     amounts       percent rural add-  after January 1,
                                                                                    on           in CY 2006 and
                                                                                               ending in CY 2007
                                                                                               for a beneficiary
                                                                                                who resides in a
                                                                                                  non-MSA area
----------------------------------------------------------------------------------------------------------------
Home Health Aide.......................................             $46.24             x 1.05             $48.55
Medical Social Services................................             163.68             x 1.05             171.86
Occupational Therapy...................................             112.40             x 1.05             118.02
Physical Therapy.......................................             111.65             x 1.05             117.23
Skilled Nursing........................................             102.11             x 1.05             107.22
Speech-Language Pathology..............................             121.32             x 1.05             127.39
----------------------------------------------------------------------------------------------------------------

D. Home Health Care Quality Improvement

    Section 5201(c)(2) of the DRA added section 1895(b)(3)(B)(v)(II) to 
the Act, requiring that ``each home health agency shall submit to the 
Secretary such data that the Secretary determines are appropriate for 
the measurement of health care quality. Such data shall be submitted in 
a form and manner, and at a time, specified by the Secretary for 
purposes of this clause.'' In addition, section 1895(b)(3)(B)(v)(I) of 
the Act, as also added by section 5201(c)(2) of the DRA, dictates that 
``for 2007 and each subsequent year, in the case of a home health 
agency that does not submit data to the Secretary in accordance with 
subclause (II) with respect to such a year, the home health market 
basket percentage increase applicable under such clause for such year 
shall be reduced by 2 percentage points.''
    The Omnibus Budget Reconciliation Act of 1987 (OBRA 87) required 
the use of a standardized assessment instrument for quality oversight 
of HHAs. A standardized assessment instrument provides an HHA with a 
uniform mechanism to assess the needs of their patients and provide CMS 
with a uniform mechanism to assess the HHA's ability to adequately 
address those needs. To fulfill the OBRA 87 mandate, CMS required that, 
as part of their comprehensive assessment process, HHAs collect and 
report Outcome and Assessment Information Set (OASIS) data and later 
mandated the submission of this data as a Medicare Condition of 
Participation for home health agencies at 42 CFR 484.20 and 484.55.
    The OASIS data provide consumers and HHAs with ten publicly-
reported home health quality measures which have been endorsed by the 
National Quality Forum (NQF). Reporting this quality data has also 
required the development of several supporting mechanisms such as the 
HAVEN software used to encode and transmit data using a CMS standard 
electronic record layout, edit specifications, and data dictionary. Use 
of the HAVEN software, which includes the OASIS, has become a standard 
practice within HHA operations. These early investments in data 
infrastructure and supporting software that CMS and HHAs have made over 
the past several years in order to create this quality reporting 
structure, have made quality reporting and measurement an important 
component of the HHA industry. The 10 measures are:

(1) Improvement in ambulation/locomotion
(2) Improvement in bathing
(3) Improvement in transferring
(4) Improvement in management of oral medications
(5) Improvement in pain interfering with activity
(6) Acute care hospitalization
(7) Emergent care
(8) Improvement in dyspnea
(9) Improvement in urinary incontinence
(10) Discharge to community

    We proposed to use OASIS data and the 10 quality measures based on 
those data as the appropriate measure of home health quality for CY 
2007. Continuing to use the OASIS instrument minimizes

[[Page 65889]]

the burden to providers and ensures that costs associated with the 
development and testing of a new reporting mechanism are not incurred. 
We believe that the noted 10 quality measures are the most appropriate 
measure of home health quality. Accordingly, for CY 2007, we proposed 
to require that the OASIS data, specifically the 10 quality measures, 
be submitted by HHAs, to meet the requirement that each HHA submit data 
appropriate for the measurement of health care quality, as determined 
by the Secretary.
    Additionally, section 1895(b)(3)(B)(v)(II) of the Act provides the 
Secretary with the discretion to require the submission of the required 
data in a form, manner, and time specified by him. For CY 2007, we 
proposed to consider OASIS data submitted by HHAs to CMS for episodes 
beginning on or after July 1, 2005 and before July 1, 2006 as meeting 
the reporting requirement. This proposed reporting time period would 
allow a full 12 months of data and provides CMS the time necessary to 
analyze and make any necessary payment adjustments to the CY 2007 
payment rates for HHAs that fail to meet the reporting requirement. 
HHAs that met the reporting requirement would be eligible for the full 
home health market basket percentage increase. Using historical data to 
determine a prospective update is also used for hospital pay for 
reporting.
    As discussed in the August 3, 2006 proposed rule, during the next 
few years, we noted that we would be pursuing the development of 
patient level process measures for home health agencies. We also 
proposed to continue to refine the current OASIS tool in response to 
recommendations from a Technical Expert Panel conducted to review the 
data elements that make up the OASIS tool. These process measures would 
refer to specific care practices that are, or are not, followed by the 
home health agency for each patient. An example of this type of measure 
may be: the percentage of patients at risk of falls for whom prevention 
of falls was addressed in the care plan. We expect to introduce these 
additional measures over CY 2008 and CY 2009 so as to complement the 
existing OASIS outcome measures. During the years leading to CY 2010 
payments, we will test and refine these measures to determine if they 
can more accurately reflect the level of quality care being provided at 
HHAs without being overly burdensome with the data collection 
instrument. Some process measures are in the very early stages of 
development. To the extent that evidence-based data are available on 
which to determine the appropriate measure specifications, and adequate 
risk-adjustments are made, we anticipate collecting and reporting these 
measures as part of each agency's home health quality plan. We believe 
that future modifications to the current OASIS tool including reducing 
the number of questions on the tool, refining possible responses, as 
well as adding new process measures will be made. In all cases, we 
anticipate that any future quality measures should be evidence-based, 
clearly linked to improved outcomes, and able to be reliably captured 
with the least burden to the provider. We are also beginning work in 
order to measure patient experience of care (in the form of a patient 
satisfaction survey) in the home health setting.
    We recognize, however, that the conditions of participation (42 CFR 
part 484) that require OASIS submission also provide for exclusions 
from this requirement. Generally, agencies are not subject to the OASIS 
submission requirement, and thus do not receive Medicare payments, for 
patients that are not Medicare beneficiaries or for patients that are 
not receiving Medicare-covered home health services. Under the 
conditions of participation, agencies are excluded from the OASIS 
reporting requirement on individual patients if:
     Those patients are receiving only non-skilled services,
     Neither Medicare nor Medicaid is paying for home health 
care (patients receiving care under a Medicare or Medicaid Managed Care 
Plan are not excluded from the OASIS reporting requirement),
     Those patients are receiving pre- or post-partum services,
     Those patients are under 18 years of age.
    We believe that the rationale behind our proposal to exclude these 
agencies from submitting OASIS data on patients excluded from OASIS 
submission as a condition of participation is equally applicable to 
HHAs for purposes of meeting the DRA quality data reporting 
requirement. If an agency is not submitting OASIS for patients excluded 
from OASIS submission as a condition of participation, we believe that 
the submission of OASIS data for quality measures for Medicare payment 
purposes is also not necessary. Accordingly, we proposed that HHAs 
would not need to submit quality measures for DRA reporting purposes 
for those patients who are excluded from OASIS submission as a 
condition of participation.
    Additionally, we proposed that agencies that are newly certified 
(on or after May 31, 2006 for payments to be made in CY 2007) would be 
excluded from the DRA reporting requirement as data submission and 
analysis would not be possible for an agency certified this late in the 
reporting time period. In future years, agencies that certify on or 
after May 31 of the preceding year involved would be excluded from any 
payment penalty under the DRA for the following calendar year. For 
example, for purposes of determining compliance with the quality data 
reporting requirement for CY 2007, if HHA ``X'' were to enroll in the 
Medicare Program on or before May 30, 2006, CMS would expect HHA ``X'' 
to submit the required quality data (unless covered by another 
exclusion protocol) on or before June 30, 2006 (the end of the 
reporting period for payments effectuated in CY 2007). However, if HHA 
``Y'' was to enroll in the Medicare Program on or after May 31, 2006, 
CMS would automatically exclude HHA ``Y'' from the DRA quality data 
reporting requirements and the agency would be entitled to the full 
market basket increase for CY 2007. We note that these proposed 
exclusions would only affect reporting requirements under the DRA and 
would not otherwise affect the agency's OASIS reporting 
responsibilities under the conditions of participation.
    We proposed to require that all HHAs, unless covered by these 
specific exclusions, meet the reporting requirement, or be subject to a 
2 percent reduction in the home health market basket percentage 
increase in accordance with section 1895(b)(3)(B)(v)(I) of the Act. The 
2 percent reduction would apply to all episodes ending on or before 
December 31, 2007. We provide the reduced payment rates in tables 5, 6, 
7, and 8 below.

[[Page 65890]]



 Table 5.--For HHAs That Do Not Submit the Required Quality Data-- National 60-Day Episode Amount Updated by the
  Estimated Home Health Market Basket Update for CY 2007, Minus 2 Percentage Points, Before Case-Mix Adjustment
----------------------------------------------------------------------------------------------------------------
                                         Multiply by the estimated home        CY 2007 updated national 60-day
  Total CY 2006 prospective payment     health market basket update (3.3      episode rate for HHAs that do not
      amount per 60-day episode           Percent \1\ minus 2 percent)          submit required quality data
----------------------------------------------------------------------------------------------------------------
                    $2,264.28                               x 1.013                            $2,293.72
----------------------------------------------------------------------------------------------------------------
\1\The estimated home health market basket update of 3.3 percent for CY 2007 is based on Global Insight, Inc,
  3rd Qtr, 2006 forecast with historical data through 2nd Qtr, 2006.


    Table 6--For HHAs That Do Not Submit the Required Quality Data--National Per-Visit Amounts Updated by the
                Estimated Home Health Market Basket Update for CY 2007, Minus 2 Percentage Points
----------------------------------------------------------------------------------------------------------------
                                                                                               CY 2007 per-visit
                                                                             Multiply by the     payment amount
                                                         Final CY 2006 per-   estimated home     per discipline
              Home health discipline type                visit amounts per    health market     for HHAs that do
                                                           60-day episode     basket update        not submit
                                                                             (3.3 percent \1\   required quality
                                                                             minus 2 percent)         data
----------------------------------------------------------------------------------------------------------------
Home Health Aide.......................................             $44.76            x 1.013             $45.34
Medical Social Services................................             158.45            x 1.013             160.51
Occupational Therapy...................................             108.81            x 1.013             110.22
Physical Therapy.......................................             108.08            x 1.013             109.49
Skilled Nursing........................................              98.85            x 1.013             100.14
Speech-Language Pathology..............................             117.44            x 1.013            118.97
----------------------------------------------------------------------------------------------------------------
\1\The estimated home health market basket update of 3.3 percent for CY 2007 is based on Global Insight, Inc,
  3rd Qtr, 2006 forecast with historical data through 2nd Qtr, 2006.


 Table 7.--For HHAs That Do Not Submit the Required Quality Data-- Payment Amount for 60-Day Episodes Beginning
    in CY 2006 and Ending in CY 2007 Updated by the Estimated Home Health Market Basket for CY 2007, Minus 2
                        Percentage Points, with Rural Add-on, Before Case-Mix Adjustment
----------------------------------------------------------------------------------------------------------------
                                                                              CY 2007 Payment amount per 60-day
                                                                              episode beginning in CY 2006 and
   CY 2007 Updated national 60-day                                           ending in CY 2007 for a beneficiary
  episode rate for HHAs that do not          5 Percent rural add-on           who resides in a non-MSA area for
    submit required quality data                                              HHAs that do not submit required
                                                                                        quality data
----------------------------------------------------------------------------------------------------------------
                    $2,293.72                                x 1.05                             $2,408.41
----------------------------------------------------------------------------------------------------------------


     Table 8--For HHAs That Do Not Submit the Required Quality Data-- Per-Visit Payment Amounts for Episodes
Beginning in CY 2006 and Ending in CY 2007 Updated by the Estimated Home Health Market Basket for CY 2007, Minus
                                     2 Percentage Points, with Rural Add-on
----------------------------------------------------------------------------------------------------------------
                                                                                               CY 2007 Per-visit
                                                                                                payment amounts
                                                                                                  for episodes
                                                                                                beginning in CY
                                                         CY 2007 Per-visit                      2006 and ending
                                                          amounts for HHAs   5 Percent rural    in CY 2007 for a
              Home health discipline type                   that do not           add-on        beneficiary who
                                                          submit required                      resides in a non-
                                                            quality data                       MSA area for HHAs
                                                                                                  that do not
                                                                                                submit required
                                                                                                  quality data
----------------------------------------------------------------------------------------------------------------
Home Health Aide.......................................             $45.34             x 1.05             $47.61
Medical Social Services................................             160.51             x 1.05             168.54
Occupational Therapy...................................             110.22             x 1.05             115.73
Physical Therapy.......................................             109.49             x 1.05             114.96
Skilled Nursing........................................             100.14             x 1.05             105.55
Speech-Language Pathology..............................             118.97             x 1.05             124.92
----------------------------------------------------------------------------------------------------------------

    Section 1895(b)(3)(B)(v)(III) of the Act further requires that the 
``Secretary shall establish procedures for making data submitted under 
subclause (II) available to the public.'' Additionally, the statute 
requires that ``such procedures shall ensure that a home health agency 
has the opportunity to review the data that is to be made public with 
respect to the agency prior to such data being made public.'' To meet 
the requirement for making such data public, we proposed

[[Page 65891]]

to continue to use the CMS Home Health Compare Web site whereby HHAs 
are listed geographically. Currently the 10 proposed quality measures 
are posted on the CMS Home Health Compare Web site. Consumers can 
search for all Medicare-approved home health providers that serve their 
city or zip code and then find the agencies offering the types of 
services they need as well as the required quality measures. See http://www.medicare.gov/HHCompare.
 HHAs would continue to have access 

(through the Home Health Compare contractor) to its own quality data 
(updated periodically) and we would establish a process by which 
agencies would receive a report before reporting the data publicly.
    Currently, the CMS Home Health Compare Web site does not publicly 
report data when agencies have fewer than 20 episodes of care within a 
reporting period. In light of the DRA requirements, we recognize the 
need to provide the required data to the public and would make these 
statistics available through expansion of the CMS Home Health Compare 
Web site.
    In the July 27, 2005 Medicare Payment Advisory Commission (MedPAC) 
testimony before the U.S. Senate Committee on Finance, MedPAC expressed 
support for the concept of differential payments for Medicare 
providers, which could create incentives to improve quality. To support 
this initiative, MedPAC stated that ``outcome measures from CMS' 
Outcome-based Quality Indicators'' (currently collected through the 
OASIS instrument) ``could form the starter set.'' MedPAC further states 
``* * * the Agency for Healthcare Research and Quality concur(s) that a 
set of these measures is reliable and adequately risk adjusted.''
    The MedPAC testimony recognizes that while the goal of care for 
many home health patients is improving health and functioning, for some 
patients the goal of the HHA is to simply stabilize their conditions 
and prevent further decline. Additionally, the MedPAC testimony 
reflects that measures of structure and process could also be 
considered.
    Various home health outcome measures are now in common use and have 
been studied for some time. A number of these measures have been 
endorsed by the National Quality Forum (NQF) and are evidence-based, 
well accepted, and not unduly burdensome. When determining outcome 
measures that will be most appropriate, it is important to measure 
aspects of care that providers can control and are adequately risk-
adjusted. Home-based care presents particular difficulties for provider 
control because patient conditions are compounded by a variety of home 
environment and support system issues.
    We are currently pursuing the development of patient-level process 
measures for HHAs, as well as refining the current OASIS tool in 
response to recommendations from a Technical Expert Panel conducted to 
review the data elements that make up the OASIS tool. These additional 
measures would complement the existing OASIS outcome measures and would 
assist us in identifying processes of care that lead to improvements 
for certain populations of patients. These process measures are 
currently in the very early stages of development. As we stated 
previously, to the extent that evidence-based data are available on 
which to determine the appropriate measure specifications, and adequate 
risk-adjustments are made, we anticipate collecting and reporting these 
measures as part of our home health quality plan. Possible 
modifications to the current OASIS tool include reducing the number of 
questions on the tool, refining possible responses, as well as adding 
new process measures.
    We solicited comments on how to make the outcome measures more 
useful. We also solicited comments on measures of home health care 
processes for which there is evidence of improved care to 
beneficiaries. In all cases, we noted that measures should be evidence-
based, clearly linked to improved outcomes, and able to be reliably 
captured with the least burden to the provider. We also considered 
measures of patient experience of care in the home health setting, as 
well as efficiency measures, and solicited comment on the use of these 
measures and their importance in the home health setting. In the 
proposed rule, we noted that we would address any changes to the HH PPS 
quality data submission requirement in future rulemaking.
    We also stated our intent to provide guidance on the 
specifications, definitions, and reporting requirements of any 
additional measures through the standard protocol for measure 
development.
    We proposed to revise the regulations at Sec.  484.225 to reflect 
these proposed payment requirements which would require submission of 
quality data. For CY 2007, we will finalize the requirement to use the 
10 OASIS measures as meeting the DRA quality data reporting requirement 
as discussed in section II.D. of the August 3, 2006 proposed rule and 
the regulations at Sec.  484.225.

E. Outliers and Fixed Dollar Loss Ratio

    Outlier payments are payments made in addition to regular 60-day 
case-mix and wage-adjusted episode payments for episodes that incur 
unusually large costs due to patient home health care needs. Outlier 
payments are made for episodes for which the estimated cost exceeds a 
threshold amount. The episode's estimated cost is the sum of the 
national wage-adjusted per-visit payment amounts for all visits 
delivered during the episode. The outlier threshold for each case-mix 
group, PEP adjustment, or total SCIC adjustment is defined as the 60-
day episode payment amount, PEP adjustment, or total SCIC adjustment 
for that group plus a fixed dollar loss amount. Both components of the 
outlier threshold are wage-adjusted.
    The wage-adjusted fixed dollar loss (FDL) amount represents the 
amount of loss that an agency must bear before an episode becomes 
eligible for outlier payments. The FDL is computed by multiplying the 
wage-adjusted 60-day episode payment amount by the FDL ratio, which is 
a proportion expressed in terms of the national standardized episode 
payment amount. The outlier payment is defined to be a proportion of 
the wage-adjusted estimated costs beyond the wage-adjusted threshold. 
The proportion of additional costs paid as outlier payments is referred 
to as the loss-sharing ratio.
    Section 1895(b)(5) of the Act requires that estimated total outlier 
payments are no more than 5 percent of total estimated HH PPS payments. 
In response to the concerns about potential financial losses that might 
result from unusually expensive cases expressed in comments to the 
October 28, 1999 proposed rule (64 FR 58133), the July 2000 final rule 
set the target for estimated outlier payments at the 5 percent level. 
The FDL ratio and the loss-sharing ratio were then selected so that 
estimated total outlier payments would meet the 5 percent target.
    For a given level of outlier payments, there is a trade-off between 
the values selected for the FDL ratio and the loss-sharing ratio. A 
high FDL ratio reduces the number of episodes that can receive outlier 
payments, but makes it possible to select a higher loss-sharing ratio 
and, therefore, increase outlier payments for outlier episodes. 
Alternatively, a lower FDL ratio means that more episodes can qualify 
for outlier payments, but outlier payments per episode must be lower. 
As a result of public comments on the October 28, 1999 proposed rule, 
in our July 2000 final rule, we made the decision to attempt to do the 
former.

[[Page 65892]]

    In the July 2000 final rule, we chose a value of 0.80 for the loss-
sharing ratio, which preserves incentives for agencies to attempt to 
provide care efficiently for outlier cases. A loss-sharing ratio of 
0.80 was also consistent with the loss-sharing ratios used in other 
Medicare PPS outlier policies. Furthermore, we estimated the value of 
the FDL ratio that would yield estimated total outlier payments that 
were 5 percent of total home health PPS payments. The resulting value 
for the FDL ratio for the July 2000 final rule was 1.13.
    Our CY 2005 update to the HH PPS rates (69 FR 62124) changed the 
FDL ratio from the original 1.13 to 0.70 to allow more home health 
episodes to qualify for outlier payments and to better meet the 5 
percent target of outlier payments to total HH PPS payments. We stated 
in that CY 2005 update that we planned to continue to monitor the 
outlier expenditures on a yearly basis and to make adjustments as 
necessary (69 FR 62129). To do so, we planned on using the best 
Medicare data available at the time of publication. For the CY 2005 
update, we used CY 2003 home health claims data.
    Our CY 2006 update to the HH PPS rates (70 FR 68132) changed the 
FDL ratio from 0.70 to 0.65 to allow even more home health episodes to 
qualify for outlier payments and to better meet the 5 percent target of 
outlier payments to total HH PPS payments. For the CY 2006 update, we 
used CY 2004 home health claims data.
    At the time of publication of the August 3, 2006 proposed rule, we 
did not have more recent data, but we noted that we may update the FDL 
ratio for CY 2007 depending on the availability of more recent data. We 
further noted that if we updated the FDL ratio for the CY 2007 update, 
we would use the same methodology performed in updating the current FDL 
ratio described in the October 22, 2004 final rule. Subsequent to the 
publication of the August 3, 2006 proposed rule, we have now obtained 
more recent data, that is, CY 2005 home health claims data.
    Accordingly for this final rule, we have used the same methodology 
and performed an analysis on the CY 2005 HH PPS analytic data to update 
the FDL ratio for CY 2007. The results of this analysis indicate that 
an FDL ratio of 0.67 is consistent with the existing loss-sharing ratio 
of 0.80 and a projected target percentage of estimated outlier payments 
of 5 percent. Therefore, we are updating the FDL ratio from the current 
0.65 to 0.67 for CY 2007.
    Expressed in terms of a fixed dollar loss amount, an FDL ratio of 
0.67 indicates that providers would absorb approximately $1,567 of 
their costs (before wage adjustment), in addition to their loss-sharing 
portion of the estimated cost in excess of the outlier threshold. This 
fixed dollar loss amount of approximately $1,567 is computed by 
multiplying the standard 60-day episode payment amount (2,339.00) by 
the FDL ratio (0.67). In contrast, using the current FDL ratio (0.65), 
the fixed dollar loss amount would be approximately $1,520 ($2,339.00 x 
0.65)

F. Hospital Wage Index--Revised OMB Definitions for Geographical 
Statistical Areas

    Sections 1895(b)(4)(A)(ii) and (b)(4)(C) of the Act require the 
Secretary to establish area wage adjustment factors that reflect the 
relative level of wages and wage-related costs applicable to the 
furnishing of home health services and to provide appropriate 
adjustments to the episode payment amounts under the HH PPS to account 
for area wage differences. We apply the appropriate wage index value to 
the labor portion (76.775 percent; see 60 FR 62126) of the HH PPS rates 
based on the geographic area in which the beneficiary received home 
health services as discussed in section II.A of the August 3, 2006 
proposed rule. Generally, we determine each HHA's labor market area 
based on definitions of Metropolitan Statistical Areas (MSAs) issued by 
the Office of Management and Budget (OMB).
    We acknowledged in our October 22, 2004 final rule that on June 6, 
2003, the OMB issued an OMB Bulletin (No. 03-04) announcing revised 
definitions for MSAs, new definitions for Micropolitan Statistical 
Areas and Combined Statistical Areas, and guidance on using the 
statistical definitions. A copy of the Bulletin may be obtained at the 
following Internet address: http://www.whitehouse.gov/omb/bulletins/b03-04.html.
 At that time, we did not propose to apply these new 

definitions known as Core-Based Statistical Areas (CBSAs). In the 
November 9, 2005 final rule, we adopted the OMB-revised definitions and 
implemented a one-year transition policy consisting of a 50/50 blend of 
the MSA-based and the new CBSA-based wage indexes.
    As discussed previously and set forth in the July 3, 2000 final 
rule, the statute provides that the wage adjustment factors may be the 
factors used by the Secretary for purposes of section 1886(d)(3)(E) of 
the Act for hospital wage adjustment factors. Again, as discussed in 
the July 3, 2000 final rule, we proposed to use the pre-floor and pre-
reclassified hospital wage index data to adjust the labor portion of 
the HH PPS rates based on the geographic area in which the beneficiary 
receives the home health services. We believe the use of the pre-floor 
and pre-reclassified hospital wage index data results in the 
appropriate adjustment to the labor portion of the costs as required by 
statute. For the CY 2007 update to the home health payment rates, we 
proposed to continue using the most recent pre-floor and pre-
reclassified hospital wage index available at the time of publication. 
See Addenda A and B of this final rule, respectively, for the rural and 
urban hospital wage indexes using the CBSA designations. For the HH PPS 
rates addressed in the August 3, 2006 proposed rule, we used 
preliminary 2007 pre-floor and pre-reclassified hospital wage index 
data. We incorporated updated hospital wage index data for the 2007 
pre-floor and pre-reclassified hospital wage index to be used in this 
final rule (not including any reclassifications under section 
1886(d)(8)(B) of the Act).
    As implemented under the HH PPS in the July 3, 2000 HH PPS final 
rule, each HHA's labor market is determined based on definitions of 
MSAs issued by OMB. In general, an urban area is defined as an MSA or 
New England County Metropolitan Area (NECMA) as defined by OMB. Under 
Sec.  412.62(f)(1)(iii), a rural area is defined as any area outside of 
an urban area. The urban and rural area geographic classifications are 
defined in Sec.  412.62(f)(1)(ii) and Sec.  412.62(f)(1)(iii), 
respectively, and have been used under the HH PPS since it was 
implemented.
    Under the HH PPS, the wage index value is based upon the site of 
service for the beneficiary (defined by section 1861(m) of the Act as 
the beneficiary's place of residence). As has been our longstanding 
practice, any area not included in an MSA (urban area) is considered to 
be nonurban (Sec.  412.64(b)(1)(ii)(C)) and receives the statewide 
rural wage index value (see, for example, 65 FR 41173).
    For CY 2007, we proposed using 100 percent of the CBSA-based wage 
area designations for purposes of determining the HH PPS wage index 
adjustment.
    In adopting the CBSA designations, we identified some geographic 
areas where there were no hospitals, and thus no hospital wage data on 
which to base the calculation of the CY 2007 home health wage index. 
For CY 2006, we adopted a policy in the HH PPS final rule (70 FR 68132) 
of using the CY 2005 pre-floor, pre-reclassified hospital wage index 
value for rural areas when no rural hospital wage data are available. 
We also adopted a policy that for urban labor markets without an urban 
hospital

[[Page 65893]]

from which a hospital wage index can be derived, all of the CBSAs 
within the State would be used to calculate a statewide urban average 
wage index to use as a reasonable proxy for these areas. We have not 
received any concerns from the industry regarding our policy to 
calculate an urban wage index, using an average of all of the urban 
CBSAs wage index values within the State, for urban labor markets 
without an urban hospital from which a hospital wage index can be 
derived. Consequently, in the August 3, 2006 proposed rule, we proposed 
to continue to apply the average wage index from all urban areas in the 
state to any urban areas lacking hospital wage data in that state. 
Currently, the only CBSA that would be affected by this is CBSA 25980 
Hinesville, Georgia.
    In the August 3, 2006 proposed rule, we again proposed to apply the 
CY 2005 pre-floor/pre-reclassified hospital wage index to rural areas 
where no hospital wage data is available. Currently, the only rural 
areas that would be affected by this are Massachusetts and Puerto Rico. 
Since publication of the CY 2006 HH PPS final rule, representatives of 
the home health industry have expressed concerns with this policy, 
specifically as it applies to Massachusetts. In response to these 
concerns and in recognition that, in the future, there may be 
additional rural areas impacted by a lack of hospital wage data from 
which to derive a wage index, we considered alternative methodologies 
for imputing a rural wage index for areas where no hospital wage data 
are available.
    We specifically considered imputing a rural wage index by computing 
a simple average of all of the statewide (rural) wage indexes at the 
Census Division level. Census Divisions are defined by the U.S. Census 
Bureau and may be found at http://www.census.gov/geo/www/us_regdiv.pdf. 

Massachusetts is located in Census Division I, along with Connecticut, 
Maine, New Hampshire, Vermont and Rhode Island. The Census Bureau 
states, ``Puerto Rico and the Island Areas are not part of any census 
region or census division.'' Therefore, we could not compute a rural 
wage index for Puerto Rico using this alternative methodology.
    In the August 3, 2006 proposed rule, we solicited comments on the 
current methodology and alternative methodologies for determining a 
wage index for areas without the necessary hospital wage data. Since 
publication of the August 3, 2006 proposed rule, we have received 
numerous comments regarding our policy for determining a wage index for 
rural areas without the necessary hospital wage data. In direct 
response to these comments, we have decided to revise the methodology 
for imputing a rural wage index. We discuss the change to the 
methodology for imputing a rural wage index in section III of this 
final rule.

G. Payment for Oxygen, Oxygen Equipment and Capped Rental DME Items

    As discussed in the August 3, 2006 proposed rule, we would amend 
our regulations at Sec.  414.226 by revising the payment rules for 
oxygen and oxygen equipment in paragraph (a), adding a new paragraph 
(f) that provides that the beneficiary assumes ownership of oxygen 
equipment on the first day that begins after the 36th continuous month 
in which rental payments are made, and adding a new paragraph (g) that 
contains new supplier requirements that we believe are necessary in 
light of the amendments made to section 1834(a)(5) of the Act by 
section 5101(b) of the DRA. As discussed in the August 3, 2006 proposed 
rule, we would amend our regulations at Sec.  414.226 by adding a new 
paragraph (c) that establishes new classes and national payment amounts 
for oxygen and oxygen equipment based on our authority in section 
1834(a)(9)(D) of the Act. We also proposed to revise paragraph (b) of 
this section to incorporate the special payment rules for oxygen 
equipment mandated by section 1834(a)(21) of the Act. The provisions of 
section 1834(a)(21), which we believe are self-implementing, resulted 
in adjustments to Medicare payment amounts for oxygen contents and 
stationary oxygen equipment as well as portable oxygen equipment in 
2005, which were implemented through program instructions. We are now 
seeking to codify these changes to make our regulations consistent with 
the payment methodology for these items in 2005 and 2006, and because 
the payment reductions mandated by section 1834(a)(21) are incorporated 
into our proposal, as more fully discussed in section I of the August 
3, 2006 proposed rule, to create new payment classes for oxygen and 
oxygen equipment. The August 3, 2006 proposed rule indicated that we 
would redesignate old paragraph (c) of this section as paragraph (d) 
and would amend this paragraph to indicate under what situations 
payments would be made for the items and services described in new 
paragraph (c). Finally, the August 3, 2006 proposed rule indicated that 
we would redesignate old paragraph (d) of this section as paragraph (e) 
and would make technical changes to this paragraph so that the cross-
references are accurate in light of the other changes we proposed to 
make to Sec.  414.226.
    The August 3, 2006 proposed rule would also amend our regulations 
at Sec.  414.229 by revising the payment rules for capped rental 
durable medical equipment (DME) items (also called capped rental items) 
in paragraph (a), revising paragraph (f) to provide for new payment 
rules for capped rental items furnished beginning on or after January 
1, 2006, revising paragraph (g) to provide for supplier requirements 
that we believe are necessary in light of the amendments made to 
section 1834(a)(7)(A) of the Act by section 5101(a) of the DRA, and 
adding a new paragraph (h) to address the lump-sum purchase option for 
power-driven wheelchairs furnished on or after January 1, 2006. The 
language in current paragraphs (f) and (g) of this section is obsolete, 
and therefore, we proposed to delete this language.
    The August 3, 2006 proposed rule indicated that we would amend our 
regulations at Sec.  414.210 by revising the maintenance and servicing 
rules in paragraph (e) and the replacement of equipment rules in 
paragraph (f) to further implement the new supplier requirements that 
we proposed below.
    Finally, we proposed to revise Sec.  414.230(b) to incorporate 
section 5101(b)(2)(B) of the DRA, which provides that for all 
beneficiaries receiving oxygen equipment paid for under section 1834(a) 
on December 31, 2005, the period of continuous use begins on January 1, 
2006. We also proposed to revise Sec.  414.230(f), which governs when a 
new period of continuous use begins if a beneficiary receives new 
equipment, to account for the fact that oxygen equipment is paid on a 
modality neutral basis.
    Section 5101(a) of the DRA changes the Medicare payment methodology 
for capped rental equipment to beneficiary ownership after 13 months of 
continuous use, for those beneficiaries who need the equipment for more 
than 13 months. This section also makes the transfer of title for the 
capped rental items a requirement rather than a beneficiary option 
after 13 months of continuous use. The changes made by this section of 
the DRA apply to capped rental items, including rented power-driven 
wheelchairs, for which the first rental month occurs on or after 
January 1, 2006. We proposed to update Sec.  414.229 of our regulations 
to reflect these new statutory requirements. However, for capped rental 
items and rented power-driven wheelchairs for which the first rental 
month occurred before January 1, 2006, the existing rules in Sec.  
414.229 would continue to apply. In

[[Page 65894]]

addition, as was the case before enactment of the DRA, beneficiaries 
may elect to obtain power-driven wheelchairs furnished on or after 
January 1, 2006, on a lump-sum purchase basis.
    Section 5101(b) of the DRA changes the Medicare payment methodology 
for oxygen equipment from continuous rental to beneficiary ownership 
after 36 months of continuous use, for those beneficiaries who 
medically need the oxygen equipment for more than 36 months. For 
beneficiaries who were receiving oxygen equipment on December 31, 2005 
for which payment was made under section 1834(a) of the Act, the 36-
month rental period began on January 1, 2006. For beneficiaries who 
begin to rent oxygen equipment on or after January 1, 2006, the 36-
month rental period commences at the time they begin to rent the 
equipment. We proposed to update Sec.  414.226 of our regulations to 
incorporate these new requirements.
    In light of the changes made by sections 5101(a) and (b) of the 
DRA, we believe it was necessary to propose additional supplier 
requirements in order to maintain beneficiary protections and access to 
oxygen, oxygen equipment, and capped rental DME items under section 
1834(a) of the Act. For both capped rental DME items and oxygen 
equipment, the DRA amendments make the transfer of title from the 
supplier to the beneficiary a requirement rather than an option after 
the statutorily-prescribed rental period ends for each category of 
items. Therefore, suppliers and beneficiaries should be aware that 
title to these items will automatically transfer to the beneficiary if 
the medical need for the equipment continues for a period of continuous 
use that is longer than 36 months for oxygen equipment and 13 months 
for capped rental items. We are concerned that there may be incentives 
for suppliers to avoid having to transfer title to equipment to 
beneficiaries as required by the DRA. For example, we are aware of 
cases where a supplier has informed beneficiaries that it would decline 
to accept assignment for capped rental items and would charge 
beneficiaries who elected the purchase option the full retail price for 
the item during the 13th rental month (which was right before the 
supplier would be required to transfer title under the purchase 
option). In these cases, the beneficiary would become financially 
liable for the total retail price for the equipment in the 13th month 
if they elected the purchase option. In our August 3, 2006 proposed 
rule, we made several proposals relating to the furnishing of oxygen 
equipment and capped rental items which we believe protect 
beneficiaries from these types of abusive practices and which we 
believe are reasonable for a supplier to comply with. Our authority to 
promulgate these requirements stems from our authority to administer 
the payment rules at section 1834(a)(5) of the Act for oxygen equipment 
and section 1834(a)(7) of the Act for capped rental items, as well as 
the general authority provided in section 1871 of the Act for 
prescribing regulations necessary for administering the Medicare 
program. Other than the length of the rental periods, which the DRA 
made effective beginning on January 1, 2006 for all oxygen equipment 
and for capped rental items for which the first rental period began on 
or after that date, we proposed that the requirements presented in this 
section of the regulations would be effective on January 1, 2007, and 
would apply to suppliers that furnish oxygen equipment or capped rental 
items on a rental basis.
    We believe that a supplier of an item that is subject to these new 
payment rules that furnishes the item in the first month for which a 
rental payment is made has an obligation to continue furnishing the 
item to the beneficiary for the entire period of medical need in which 
payments are made, up to and including the time when title to the 
equipment transfers to the beneficiary. We believe it is reasonable for 
the beneficiary to have an expectation that he or she will not be 
forced to change equipment or suppliers during the period of medical 
need unless he or she wants to. Therefore, we proposed that unless an 
exception applies, the supplier that furnishes oxygen equipment or a 
capped rental item for the first month of the statutorily prescribed 
rental period must continue to furnish the oxygen equipment or the 
capped rental item for as long as the equipment remains medically 
necessary, up to and including the last month for which a rental 
payment is made by Medicare. We believe that this proposal was 
necessary to ensure beneficiary access to equipment during a period of 
medical need, which we believe could be jeopardized if suppliers have 
the option to take back the rented equipment just before the rental 
period expires in order to retain title to that equipment. We proposed 
that this requirement would be subject to the following exceptions: (1) 
Cases where the item becomes subject to a competitive acquisition 
program implemented in accordance with section 1847(a) of the Act; (2) 
cases where a beneficiary relocates on either a temporary or permanent 
basis to an area that is outside the normal service area of the initial 
supplier; (3) cases where the beneficiary chooses to obtain equipment 
from a different supplier; and (4) other cases where CMS or the carrier 
determine that an exception is warranted. We have proposed rules in 
connection with the first exception in our Notice of Proposed 
Rulemaking for Competitive Acquisition for Certain Durable Medical 
Equipment, Prosthetics, Orthotics, and Supplies (DMEPOS) and Other 
Issues. These proposed rules are addressed beginning on page 25662 of 
the May 1, 2006 proposed rule (71 FR 25654). If the second exception 
applies, we proposed that the supplier or beneficiary would need to 
arrange for another supplier in the new area to furnish the item on 
either a temporary or permanent basis. This proposed exception is 
consistent with what currently happens when beneficiaries move outside 
a supplier's service area on either a temporary or permanent basis. The 
third exception is intended to protect a beneficiary's right to obtain 
the equipment from the supplier of his or her choice. Finally, we 
proposed to allow other exceptions to this proposed requirement on a 
case-by-case basis at the discretion of CMS or the Medicare contractor. 
CMS will be monitoring the case-by-case determinations made by the 
Medicare contractor.
    We are concerned that there might be potential incentives for a 
supplier to replace more valuable or newer equipment used by the 
beneficiary with less valuable or older equipment from its inventory at 
some point before the 36th rental month for oxygen equipment or 13th 
rental month for capped rental DME expires in order to avoid losing 
title to the more valuable equipment. In order to avoid such potential 
situations, we proposed that the supplier may not provide different 
equipment from that which was initially furnished to the beneficiary at 
any time during the 36-month period for oxygen equipment or 13th rental 
month for capped rental DME unless one of the following exceptions 
applies: (1) The equipment is lost, stolen, or irreparably damaged; (2) 
the equipment is being repaired while loaner equipment is in use; (3) 
there is a change in the beneficiary's medical condition such that the 
equipment initially furnished is no longer appropriate or medically 
necessary; or (4) the carrier determines that a change in equipment is 
warranted. However, we proposed that a change from one oxygen equipment 
modality to another

[[Page 65895]]

without physician documentation that such a change is medically 
necessary for the individual would not be considered a change in 
equipment that is warranted under the fourth exception stated above 
since there is no medical basis for the change. In those cases where 
the equipment is replaced, we proposed that the replacement item must 
be equipment that is, at minimum, in the same condition as the 
equipment being replaced. That proposal was intended to safeguard 
beneficiary access to quality oxygen equipment and capped rental items 
throughout the duration of the rental period.
    Under Medicare, suppliers who furnish items of DME can accept 
assignment on all claims for Medicare services or on a claim-by-claim 
basis. Assignment is an agreement between the supplier and the 
beneficiary under which the supplier agrees to request direct payment 
from Medicare for the item, to accept 80 percent of the Medicare 
allowed payment amount for the item from the carrier, and to charge the 
beneficiary not more than the remaining 20 percent of the Medicare 
approved payment amount, plus any unmet deductible. If a supplier 
elects not to accept assignment, Medicare pays the beneficiary 80 
percent of the Medicare allowed payment amount, after subtracting any 
unmet deductible, and there is no limit under Title XVIII of the Act on 
the amount the supplier can charge the beneficiary for rental of the 
DME item. The beneficiary, in these situations, is financially 
responsible for the difference between 80 percent of the Medicare 
allowed payment amount and the amount the supplier charges for the 
rental of the DME item.
    Section 1842(h) allows suppliers to sign a participation agreement 
where the supplier agrees voluntarily, before a calendar year, to 
accept assignment for all Medicare items and services furnished to a 
beneficiary for the following calendar year. Current supplier 
participation agreements are renewable annually. However, the 
agreements do not apply for a full period of medical need for specific 
beneficiaries in cases where such need extends for more than a calendar 
year. Nor do current participation agreements apply to periods of 
medical need where such a period overlaps calendar years. In the latter 
case, while a supplier may renew its participation agreement annually, 
a beneficiary would not know before choosing a supplier whether the 
supplier would be willing to accept assignment of all claims during the 
13-month or 36-month rental period.
    In order for the beneficiary to make an informed choice, we 
proposed that before furnishing the oxygen equipment or a capped rental 
item, the supplier must disclose to the beneficiary its intentions 
regarding whether it will accept assignment of all monthly rental 
claims for the equipment during the period of medical necessity, up to 
and including the 36th month of continuous use for oxygen equipment or 
the 13th rental month of continuous use for capped rental DME in which 
rental payments could potentially be made. We believe that it is 
reasonable for the supplier to disclose to each beneficiary its 
intentions regarding assignment of claims for all months during a 
rental period as this decision has a direct financial effect on the 
beneficiary. A supplier's intentions could be expressed in the form of 
a written agreement between the supplier and a beneficiary. This 
proposal would require suppliers to give beneficiaries advance notice 
of the possible extent of their financial liability during the period 
of medical need in which monthly rental payments are made for the 
equipment, so that they can use this information to help select a 
supplier. Additionally, to promote informed beneficiary choices, we 
plan to post information on a CMS and/or CMS contractor Web site(s) 
indicating supplier specific information on oxygen equipment and capped 
rental items such as (1) the percentage of beneficiaries for whom each 
supplier accepted assignment during a prior period of time (for 
example, a quarter), and/or (2) the percentage of cases in which the 
supplier accepted assignment during the beneficiary's entire rental 
period. We believe that those proposals create reasonable rules for 
suppliers that furnish oxygen equipment and capped rental items and 
ensure that beneficiaries have information necessary to make informed 
choices that could have significant financial consequences for them.

H. Payment for Oxygen Contents for Beneficiary-Owned Oxygen Equipment

    Section 1834(a)(5) of the Act, as amended by section 5101(b)(1) of 
the DRA, requires that Medicare continue to make monthly payments for 
the delivery and refilling of oxygen contents for the period of medical 
need after beneficiaries own their own gaseous or liquid oxygen 
stationary or portable equipment. Before the enactment of the DRA, 
Medicare made monthly payments for the delivery and refilling of oxygen 
contents for beneficiaries who own their own stationary and/or portable 
equipment (equipment they obtained on a purchase basis before June 1, 
1989, out-of-pocket, or before they enrolled in Medicare Part B). In 
accordance with the DRA, we proposed that after the supplier transfers 
title to the stationary and/or portable oxygen equipment to the 
beneficiary, Medicare would continue to make separate monthly payments 
for gaseous or liquid oxygen contents until medical necessity ends. We 
also proposed that if the beneficiary-owned equipment is replaced, and 
Medicare pays for the replacement in accordance with proposed revised 
Sec.  414.210(f) (see section K of this final rule for a more complete 
discussion of our proposed oxygen equipment replacement policies), a 
new 36-month rental period start and the payment for oxygen contents 
would be included in the monthly rental payments. We proposed that all 
oxygen content payment amounts would be based on new rates developed in 
accordance with our proposal to establish new payment classes, as 
discussed in section I below.
    In transferring title to gaseous or liquid oxygen equipment used 
during the 36-month rental period, we proposed that suppliers must 
transfer title for all equipment that will meet the beneficiary's 
continued medical need, including those oxygen cylinders or vessels 
that are refilled at the supplier's place of business. Customary 
practice by suppliers for refilling oxygen contents is to deliver to 
the beneficiary cylinders filled with contents and take back the empty 
cylinders to the supplier's place of business to refill the oxygen 
contents. Under our proposal, title would transfer for both sets of 
cylinders, meaning the ones that are being used by the beneficiary for 
the month and the ones that the supplier refills in its business 
location and delivers for use during the next subsequent month. This 
policy would apply to both gaseous and liquid oxygen stationary 
equipment and portable systems. Similarly, in those cases where the 
beneficiary uses an oxygen equipment system which includes a compressor 
which fills portable gaseous cylinders in the beneficiary's home, we 
proposed that suppliers must transfer title for this equipment to the 
beneficiary.
    Concerns have been raised regarding beneficiary access to, and 
safety issues associated with, the delivery of oxygen contents for 
beneficiary-owned stationary and portable gaseous or liquid equipment. 
We believe that these concerns are based on the misconception that 
beneficiaries become responsible for filling their own cylinders. To 
the contrary, there are numerous State and Federal regulations 
governing the safe handling, filling, and transport of oxygen and those 
regulations are unaffected by the DRA oxygen provisions. We expect that

[[Page 65896]]

suppliers will continue to furnish replacement contents for 
beneficiary-owned gaseous and liquid systems in the same way that they 
have furnished replacement contents for beneficiary-owned equipment in 
the past. For example, suppliers that deliver a 1 month supply of 
gaseous cylinders to a beneficiary's home at the same time that they 
are picking up empty cylinders that the beneficiary used during the 
previous month could continue this practice under section 5101(b) of 
the DRA.

I. Classes of Oxygen and Oxygen Equipment

    Based on information from paid Medicare claims with dates of 
service in calendar year 2004, distribution of usage among the four 
general categories of oxygen systems was: (a) 69 percent of 
beneficiaries used both a stationary concentrator (which does not 
require delivery of oxygen contents) and a portable system that 
requires delivery of gaseous or liquid oxygen, (b) 5 percent of 
beneficiaries used a stationary system that requires delivery of 
gaseous or liquid oxygen and a portable system that requires delivery 
of gaseous or liquid oxygen, (c) 24 percent of beneficiaries used a 
stationary concentrator system only, and (d) 2 percent of beneficiaries 
used only a stationary system that requires delivery of liquid or 
gaseous oxygen. The prevalent use of stationary concentrator systems is 
due, in part, to the fact that this system is the most cost-effective 
and dependable of the stationary oxygen modalities. The main reason 
that the concentrator system is the most cost-effective system is that 
the oxygen is concentrated from room air, and therefore, the high cost 
of delivering contents to the beneficiary's residence is removed when 
this system is used. Medicare's current payment structure results in 
two separate payments for beneficiaries using both stationary and 
portable systems, both of which are modality neutral, meaning that the 
payment amount does not differ depending on the type of oxygen delivery 
system (gaseous, liquid, or concentrator) that is furnished. One 
payment, hereinto referred to as the ``stationary payment,'' includes 
payment for the rental of stationary equipment, delivery of stationary 
oxygen contents (for gaseous or liquid systems), and delivery of 
portable oxygen contents (for gaseous or liquid systems). A separate 
add-on payment, hereinto referred to as the ``portable add-on,'' is 
also made in cases where the beneficiary is renting portable oxygen 
equipment. As a result of this payment methodology which has been in 
place since 1989, suppliers have a financial incentive to furnish low 
cost concentrator systems as opposed to more expensive gaseous or 
liquid systems because the monthly payment is the same regardless of 
which system is used. Finally, in implementing section 1834(a)(5) and 
(9) of the Act, monthly payment amounts were established through 
regulations at Sec.  414.226 for (1) stationary and portable oxygen 
contents (for beneficiaries who use stationary and, if applicable, 
portable equipment), and (2) portable oxygen contents only (for 
beneficiaries who only use portable oxygen equipment). The current 
average statewide monthly payment amounts are:

------------------------------------------------------------------------

------------------------------------------------------------------------
          Equipment & Contents          Oxygen Contents Only
------------------------------------------------------------------------
Stationary Pmt..................   $199  Stationary & Portable...   $156
Portable Add-on.................     32  Portable Only...........     21
------------------------------------------------------------------------

    Based on our data, 36 percent of Medicare beneficiaries continue 
using oxygen equipment for more than 3 years, that is, beyond the 36th 
month after which title for the equipment would transfer to the 
beneficiary in accordance with the DRA.
    We have heard concerns about the appropriateness of the current 
payment structure for oxygen and oxygen equipment in light of changes 
in the technologies for oxygen delivery systems that have occurred 
since 1989, and these concerns have been amplified in light of the 
recent changes made by the DRA. The specific concerns pertain to 
beneficiary access to (1) portable oxygen contents after title to the 
equipment transfers to the beneficiary, (2) devices that allow a 
beneficiary to fill portable tanks at home (otherwise referred to in 
the oxygen equipment industry as transfilling systems), and (3) 
portable oxygen concentrators. As we implement the DRA provisions for 
oxygen equipment and promulgate additional supplier requirements, we 
want to ensure that the Medicare payment methodology results in 
payments for oxygen and oxygen equipment that are accurate, do not 
impede beneficiary access to innovations in technology, and do not 
create inappropriate incentives for suppliers.
    Some believe that Medicare's stationary payment for equipment and 
contents (average of $199) is ``too high'' and that Medicare's payment 
for portable oxygen contents only for beneficiary-owned portable 
equipment (average of $21) is ``too low''. While some contend that the 
overall payment (stationary payment plus portable add-on) for oxygen 
and oxygen equipment is adequate as long as the beneficiary continues 
to rent the equipment, they are concerned about the adequacy of 
Medicare's $21 monthly payment for furnishing oxygen contents for 
beneficiary-owned portable equipment. Some believe that Medicare's 
current average monthly payment of $156 for oxygen contents, which 
includes payment for both stationary and portable systems, is high 
enough to create an incentive for suppliers to furnish stationary 
oxygen systems that require the ongoing delivery of oxygen contents, 
rather than stationary concentrator systems that do not require 
delivery of oxygen contents.
    Some technologies provide an attachment to a stationary oxygen 
concentrator that allows beneficiaries to fill their own portable tanks 
at home. Delivery of portable oxygen contents to the beneficiary's home 
is, therefore, not necessary since this equipment refills the 
beneficiary's rented or owned portable oxygen tanks. This transfilling 
technology eliminates the need for frequent and costly trips by a 
supplier to a beneficiary's home to refill portable oxygen tanks and 
would save the Medicare program and beneficiaries who use portable 
equipment the expense of paying for delivery of portable oxygen 
contents. We note that we are not aware that a similar ``transfilling'' 
technology has been developed that would be capable of filling 
stationary tanks in the beneficiary's home. Therefore, there remains a 
need for ongoing delivery of gaseous or liquid oxygen contents for 
stationary equipment. In accordance with the DRA, after 36 months of 
continuous use, title for the transfilling equipment and accompanying 
portable oxygen tanks would transfer to the beneficiary who would then 
own a portable equipment system that self-generates oxygen in their 
home. However, some are concerned that current Medicare payment rules 
that

[[Page 65897]]

allow payment for oxygen contents for stationary equipment creates an 
incentive for suppliers to furnish stationary oxygen equipment that 
require liquid or gaseous oxygen deliveries, rather than concentrators 
and transfilling equipment that self-generate oxygen in the 
beneficiary's home. In addition, portable oxygen concentrators are now 
available that meet both the beneficiary's stationary and portable 
oxygen needs. Some have raised concern about whether the combination of 
the Medicare stationary payment and portable add-on payment 
(approximately $231 per month), which is what is currently paid for 
portable oxygen concentrators, is sufficient to facilitate use of this 
new technology which, like a transfilling system, eliminates the need 
for delivery of oxygen contents, but is more expensive than a 
``standard'' or ``non-portable'' concentrator.
    In light of these concerns, we proposed regulatory changes to 
address the Medicare payment rates for oxygen and oxygen equipment. We 
proposed to address these issues by using our authority under section 
1834(a)(9)(D) of the Act to establish separate classes and monthly 
payment rates for items of oxygen and oxygen equipment. Specifically, 
there are two changes we proposed for oxygen and oxygen equipment:
    1. We proposed to establish a new class and monthly payment amount 
for oxygen generating portable oxygen equipment (for example, portable 
concentrators and transfilling systems).
    2. We proposed to establish separate classes and monthly payment 
amounts for gaseous and liquid oxygen contents that must be delivered 
for beneficiary-owned stationary and portable oxygen equipment.
    The first change involves creating a new separate class for 
portable oxygen systems that generate their own oxygen and therefore 
eliminate the need for delivery of oxygen contents (for example, 
portable concentrator systems or transfilling systems). A higher 
monthly payment amount would be allowed, as described below, for these 
systems to account for the increased, up-front costs to the supplier of 
furnishing these more expensive concentrator or transfilling systems, 
which would be partially offset by the reduced payments that the 
supplier would receive from the Medicare program and beneficiaries due 
to the fact that these systems do not require the delivery of oxygen 
contents.
    The second change involves creating two separate classes 
(stationary contents only and portable contents only) and monthly 
payment rates for furnishing oxygen contents for beneficiary-owned 
stationary and portable systems. Currently, the combined average 
monthly payment amount of $156 for furnishing oxygen contents for 
beneficiary-owned stationary and portable systems includes payment for 
both stationary contents and portable contents. The current fee 
schedule amounts for oxygen contents are based on calendar year data 
from 1986 for the combined average Medicare monthly payment for both 
stationary and portable contents divided by number of rental months for 
stationary liquid and gaseous oxygen equipment. As a result, the 
current combined stationary/portable contents payment results in 
Medicare payments for portable contents even in those cases where the 
beneficiary does not use portable oxygen equipment. Under our proposal 
to create one payment class for oxygen contents used for stationary 
equipment, and a separate class for oxygen contents used for portable 
equipment, new national monthly payment amounts for stationary contents 
delivery and portable contents delivery would be established by 
splitting the combined payment of $156 into two new payments as 
explained below. This change would increase the monthly payment for 
furnishing portable oxygen contents and would address the concerns that 
the monthly payment rate of $21 is too low for the delivery and filling 
of portable tanks after the beneficiary assumes ownership of the 
equipment in accordance with the DRA.
    In order to achieve budget neutrality for the new classes of oxygen 
and increase payment amounts for furnishing portable contents, we would 
need to reduce other Medicare oxygen payment rates. Budget neutrality 
would require that Medicare's total spending for all modalities of 
stationary and portable systems, including contents, be the same under 
the proposed change as they would be without the change.
    We proposed to achieve budget neutrality by reducing the current 
monthly payment amounts (the stationary payment) for stationary oxygen 
equipment and oxygen contents (for stationary or portable equipment) 
made during the rental period. This reduction in payment is necessary 
to offset increased payments for the changes identified above and to 
meet the requirement in section 1834(a)(9)(D)(ii) that the classes and 
payments be established in a budget neutral fashion. In most cases, 
suppliers furnish Medicare beneficiaries with stationary oxygen 
concentrators. These devices can be purchased for $1,000 or less and 
the current, average Medicare payment of $199 pays suppliers $1,990 
over 10 months. We believe that these facts indicate that making a 
reduction (from $199 on average to $177) in Medicare payment for this 
relatively inexpensive oxygen equipment in order to pay oxygen 
suppliers adequately for furnishing portable oxygen contents and more 
expensive portable oxygen equipment technologies is warranted. With 
this approach, the proposed new classes, as well as proposed new 
national monthly payment rates, would be as follows:
    1. Stationary Payment: $177.
    2. Portable Add-On: $32.
    3. Oxygen Generating Portable Equipment Add-On (portable 
concentrators or transfilling systems): $64.
    4. Stationary Contents Delivery: $101.
    5. Portable Contents Delivery: $55.
    We provide a detailed discussion of the payment rate calculations/
adjustments in the paragraphs that follow. Under the proposed new 
oxygen and oxygen equipment class structure described above, in those 
cases where the beneficiary needs both stationary and portable oxygen, 
monthly payments of $241 or $209 (proposed revised stationary payment 
of $177 plus one of two proposed portable equipment payments, $32 or 
$64) would be made during rental months 1 through 36. The stationary 
payment (which includes payment for stationary equipment, as well as 
oxygen contents for stationary and portable systems) of $177 would be 
made during rental months 1 through 36 for beneficiaries who only need 
stationary oxygen and oxygen equipment. Monthly payments of $101 for 
stationary oxygen contents and/or $55 for portable oxygen contents 
would be made in cases where beneficiaries own their stationary and/or 
portable oxygen equipment. As explained in more detail in the 
paragraphs that follow, the $101 payment is for stationary oxygen 
contents only and is derived from the current payment of $156, which is 
made for both stationary and portable oxygen contents. The $55 payment 
for portable oxygen contents only is also derived from the current 
payment of $156 that is made for both stationary and portable oxygen 
contents and would replace the current statewide portable oxygen 
contents fees (average of $21), which was based on a relatively small 
number of claims and allowed services compared to the number of claims 
and allowed services that were used in computing the statewide fees 
(average of $156) for a combination of stationary and portable oxygen 
contents.

[[Page 65898]]

    As noted above, the proposed national payment rates for delivery of 
oxygen contents for beneficiary-owned gaseous/liquid equipment were 
derived from the current average payment for a combined oxygen contents 
delivery of $156. We proposed to establish $101, or 65 percent of $156, 
as the monthly payment rate for delivery of larger, heavier, 
beneficiary-owned stationary gaseous oxygen cylinders or liquid oxygen 
vessels and $55, or 35 percent of $156, as the monthly payment rate for 
delivery of smaller, lighter, beneficiary-owned portable gaseous oxygen 
cylinders or liquid oxygen vessels. The 65/35 split is based on our 
understanding that there are higher costs associated with delivering 
stationary tanks (cylinders of gaseous oxygen and vessels of liquid 
oxygen) which are approximately twice as large as the portable tanks. 
Such costs include supplier overhead costs, including the costs to 
purchase, maintain, and dispatch trucks, obtain insurance, and purchase 
fuel. The 65/35 split is intended to account for the difference in 
costs associated with the size of the tanks. Larger tanks take up more 
space on the trucks, take longer to fill, are harder to move, and 
result in increased fuel costs.
    We estimate that the increase from $21 to $55 in the monthly 
payment rate for delivery of oxygen contents for beneficiary-owned 
portable equipment will result in increased expenditures of 
approximately $22 million over a 24 month period, or $11 million 
annually. This figure is based on current data on utilization of 
portable oxygen by Medicare beneficiaries.
    The add-on payment amount of $64 for the oxygen generating portable 
equipment class was calculated based on data indicating long term 
savings generated from use of equipment that eliminated the need for 
payment of $55 per month for portable oxygen contents. The first step 
in calculating the proposed $64 payment for oxygen generating portable 
equipment involves the computation of a national, enhanced, modality 
neutral monthly payment amount of $241 for new technology systems 
(stationary concentrators and transfilling systems, as well as portable 
concentrators), which was derived from the sum of the current average 
stationary payment ($199), the current average portable add-on payment 
($32), and an additional $10 to pay suppliers for furnishing more 
expensive equipment that eliminates the need for delivery of portable 
oxygen contents. Specifically, we calculated the modality neutral 
increased payment (that is, $10 above the current combination of the 
stationary payment and portable add-on payment) by estimating potential 
savings that the Medicare program would realize as a result of not 
having to pay for delivery of oxygen contents for beneficiary-owned 
portable oxygen systems in the fourth and fifth years of use. We 
calculated the increased payment to be equal to potential savings from 
not delivering oxygen contents. In calculating this increased payment, 
we were only factoring in savings from the fourth and fifth years of 
use since we assume that most beneficiaries will elect to obtain 
replacement equipment after the 5-year reasonable useful lifetime for 
their equipment has expired. Since our data indicate that 35.8 percent 
of beneficiaries will use oxygen equipment for more than 3 years, and 
that approximately 74 percent of these beneficiaries use portable 
equipment, the $10 amount is calculated based on the following formula, 
and is rounded to the nearest dollar:
[GRAPHIC] [TIFF OMITTED] TR09NO06.000

    We estimate that the additional $10 payment per month for oxygen 
generating portable equipment (transfilling units and portable 
concentrators) will result in increased expenditures of approximately 
$15 million over a 36 month period, or $5 million annually. This figure 
is based on current data on utilization of stationary and portable 
oxygen by Medicare beneficiaries over 36 months.
    The second step in calculating the proposed $64 add-on payment for 
the proposed new class of oxygen generating portable equipment involves 
subtracting the proposed new stationary payment. Therefore, the 
national monthly payment of $241 computed in the first step above would 
be reduced by $177, the proposed new adjusted stationary payment 
amount, to arrive at the proposed add-on payment of $64 for just the 
oxygen generating portable equipment. In addition, to offset the 
increased annual payments of approximately $16 million that will result 
from increased payments for portable oxygen contents ($11 million) and 
newer technology oxygen generating portable equipment ($5 million), we 
proposed to decrease the current stationary payment by $22 ($199-$177). 
We estimated that this offset would result in annual Medicare savings 
of approximately $16 million, and would therefore offset the increased 
payments for new technology oxygen generating portable equipment and 
delivery of oxygen contents for other beneficiary-owned portable 
equipment. We proposed that these fees be established on a nationwide 
basis due to the fact that the variation in the current statewide fee 
schedule amounts for oxygen and oxygen equipment, as well as the 
portable equipment add-on payment, are currently only 3 percent and 5 
percent, respectively.
    We proposed that the $64 add-on payment would be made for oxygen 
generating portable equipment only if the equipment eliminates the need 
for delivery or portable oxygen contents. However, if transfilling 
equipment is used in connection with a stationary oxygen concentrator 
(whether as an integrated system component or as a separate part) to 
both deliver stationary oxygen and fill portable oxygen tanks, Medicare 
would make both a $177 stationary payment for the stationary oxygen 
concentrator and stationary oxygen contents, and a separate $64 oxygen 
generating portable equipment payment for the portable oxygen 
transfilling equipment.
    There are also portable oxygen transfilling products that are not 
part of or used in conjunction with a stationary oxygen concentrator. 
These products are only used to fill portable oxygen tanks in the 
beneficiary's home. If the beneficiary is using one of these products, 
Medicare would make a $64 oxygen generating portable equipment payment. 
If the patient is also renting any type of stationary oxygen equipment 
(gaseous, liquid, or concentrator), Medicare would make a separate, 
additional $177 stationary equipment payment for that equipment.
    If a portable oxygen concentrator is furnished, Medicare would make 
the $64 oxygen generating portable equipment add-on payment if the 
portable oxygen concentrator is used as both the beneficiary's 
stationary oxygen equipment and portable oxygen equipment. In this 
case, the portable oxygen concentrator equipment would fall under both 
the stationary oxygen equipment class and the oxygen generating 
portable equipment class. Therefore, the $177 stationary payment would 
also be made in this situation, since the equipment being furnished 
meets the beneficiary's needs for both stationary and portable oxygen 
equipment. In this case, it would be necessary for the supplier to use 
two HCPCS codes to bill for this device since it is being used as both 
the stationary and portable oxygen equipment for the beneficiary. If 
the beneficiary owns any type of stationary equipment (concentrator, 
liquid, or gaseous), and is also furnished with a portable oxygen 
concentrator, only the

[[Page 65899]]

oxygen generating payment of $64 would be made (that is, the supplier 
would not also receive the $177 payment) and the portable oxygen 
concentrator equipment would fall under the oxygen generating portable 
equipment class because it is only being used to meet the beneficiary's 
need for portable oxygen equipment. Finally, if, the beneficiary is 
renting any type of stationary equipment (concentrator, liquid, or 
gaseous), and is also furnished with a portable oxygen concentrator, 
the oxygen generating add-on payment of $64 would be paid for the 
portable oxygen concentrator and the stationary payment of $177 would 
be paid separately for the stationary oxygen equipment and contents.
    In summary, we proposed new payment classes for oxygen contents for 
beneficiary-owned stationary equipment, oxygen contents for 
beneficiary-owned portable equipment, and oxygen generating portable 
equipment. Payments for oxygen contents for beneficiary-owned portable 
equipment and oxygen generating portable equipment would exceed what is 
currently paid for these items to ensure access to portable oxygen 
regardless of the type of equipment used. These increased payments 
would be offset by a reduction in the stationary payment. The six broad 
categories of oxygen equipment used by beneficiaries are as follows:
    A. Concentrator and liquid or gaseous portable equipment.
    B. Concentrator and/or oxygen generating portable equipment.
    C. Liquid or gaseous stationary equipment and liquid or gaseous 
portable equipment.
    D. Liquid or gaseous stationary equipment and oxygen generating 
portable equipment.
    E. Concentrator only.
    F. Liquid or gaseous stationary equipment only.
    Based on our proposed new payment classes, Medicare payment under 
these six categories would be as follows:

----------------------------------------------------------------------------------------------------------------
                                                                              Contents for beneficiary-owned
            Category                  Equipment rental  and contents                     equipment
----------------------------------------------------------------------------------------------------------------
A...............................  $209 ($177 + $32)                       $55
B...............................  $241 ($177 + $64)                       $0
C...............................  $209 ($177 + $32)                       $156 ($101 + $55)
D...............................  $241 ($177 + $64)                       $101
E...............................  $177                                    $0
F...............................  $177                                    $101
----------------------------------------------------------------------------------------------------------------

    We proposed to revise our regulations in order to implement these 
new payment classes and payment amounts, effective for claims with 
dates of service on or after January 1, 2007.

J. Payment for Maintenance and Servicing of Oxygen and Oxygen Equipment 
and Capped Rental Items

    Immediately following passage of the DRA, concerns were raised 
regarding the ability of a beneficiary to obtain maintenance and 
servicing of his or her DME once he or she has taken title to it. We 
believe that these concerns are largely based on misconceptions that 
the beneficiary will ``be on his or her own'' in terms of maintenance 
and servicing of equipment and submission of claims for payment for 
these services. We believe that these concerns are unfounded because 
Medicare payment has traditionally been made for reasonable and 
necessary repair and maintenance of beneficiary-owned DME. In addition, 
section 1834(a)(5)(F)(ii)(II)(bb) of the Act, as amended by section 
5101(b)(1)(B) of the DRA, and Section 1834(a)(7)(A)(iv) of the Act, as 
amended by Section 5101(A)(1) of the DRA, require that Medicare 
continue to pay for reasonable and necessary maintenance and servicing 
for parts and labor not covered under a manufacturer's or supplier's 
warranty in amounts determined to be appropriate by the Secretary.
    Medicare has also traditionally paid for loaner equipment used 
while the beneficiary's equipment is being repaired, or in some cases, 
when the beneficiary does not have access to the equipment (for 
example, in cases when a natural disaster such as a hurricane forces 
the beneficiary to be evacuated from his or her home). We proposed to 
continue Medicare payment for such loaner equipment.
    We are not aware of instances where beneficiaries have encountered 
problems in finding suppliers to provide maintenance and servicing of 
beneficiary-owned DME. Section 414.210(e) of our regulations currently 
provides that reasonable and necessary charges for maintenance and 
servicing of DME are those charges made for parts and labor not 
otherwise covered under a manufacturer's or supplier's warranty. This 
definition has been applied in paying claims for maintenance and 
servicing of beneficiary-owned DME for several years, and the wording 
of this regulatory definition is parallel to that used in amended 
sections 1834(a)(7)(A)(iv) and (a)(5)(F)(ii)(II)(bb) of the Act in 
describing the ``maintenance and servicing'' payments that are 
permitted for capped rental DME and oxygen equipment after title has 
transferred to the beneficiary. We proposed to continue use of this 
existing regulatory definition to define ``maintenance and servicing'' 
in section 5101 of the DRA. We, however, also proposed to apply our 
existing policy of not covering certain routine maintenance or periodic 
servicing of purchased equipment, such as testing, cleaning, 
regulating, changing filters, and general inspection of beneficiary-
owned DME that can be done by the beneficiary or caregiver, to 
beneficiary-owned oxygen equipment and to continue that policy for 
beneficiary-owned capped rental equipment. As specified in current 
program instructions at section 110.2.B of chapter 15 of the Medicare 
Benefit Policy Manual (Pub 100-02), ``the owner [of the equipment] is 
expected to perform such routine maintenance rather than a retailer or 
some other person who charges the beneficiary.'' We expect that the 
supplier, when transferring title to the equipment to the beneficiary, 
would also provide to the beneficiary any operating manuals published 
by the manufacturer which describe the servicing an owner may perform 
to properly maintain the equipment. We also believe that these owner 
manuals are commonly available at the various manufacturer Web sites. 
In addition, the Durable Medical Equipment, Prosthetics, Orthotics and 
Supplies (DMEPOS) supplier standards at Sec.  424.57(c)(12) require 
suppliers to provide the beneficiary with necessary information and 
instructions on how to use DME items safely and effectively. We believe 
that after receiving this information, and after becoming familiar with 
the equipment during the 13 or 36 month rental period, the beneficiary 
and/or caregiver should be very knowledgeable regarding the routine

[[Page 65900]]

maintenance required for the item. All non-routine maintenance of 
beneficiary-owned oxygen equipment and capped rental items which would 
need to be performed by authorized technicians would be covered as 
reasonable and necessary maintenance and servicing. Examples of the 
types of maintenance that would be covered are currently listed in 
program instructions at section 110.2.B of chapter 15 of the Medicare 
Benefit Policy Manual (Pub 100-02) and include ``breaking down sealed 
components and performing tests which require specialized testing 
equipment not available to the beneficiary.''
    We proposed that maintenance and servicing of beneficiary-owned 
oxygen equipment and capped rental items would be reasonable and 
necessary if it is non-routine maintenance and servicing necessary to 
make the equipment serviceable. Payment is currently made under the 
Medicare program for parts and labor associated with repairing 
beneficiary-owned DME. Medicare allowed payment amounts for replacement 
parts are currently paid based on the carrier's individual 
consideration of the item. With regard to replacement parts for 
beneficiary-owned oxygen equipment or capped rental equipment, we 
proposed that the carrier pay for the parts in a lump sum amount based 
on its consideration of the cost of the item, as is consistent with 
what our carriers currently do when evaluating maintenance and 
servicing claims for other beneficiary-owned DME. Currently, payment 
for labor is based on 15-minute increments in amounts that are 
established by the carriers and updated on an annual basis by the same 
factor specified in section 1834(a)(14) of the Act, which is used to 
update fee schedule amounts for DME. We proposed that the carriers use 
the same fee for labor that is currently used in paying for labor 
associated with repairing, maintaining, and servicing other 
beneficiary-owned DME, as we are not aware of any past problems 
associated with access to these services paid at these rates. We 
believe that the current methods and fees used by carriers in paying 
for maintenance and servicing of beneficiary-owned DME are reasonable 
given that we are not aware of any past problems associated with access 
to these services paid at these rates. In most cases, neither the 
Medicare program nor the beneficiary actually pays the full amount for 
repairing or maintaining an item since manufacturer warranties that 
cover all or part of these costs are widespread. For example, some 
manufacturers of commonly used oxygen concentrators offer full 
warranties that cover all parts and labor for 5 years. Rules in Sec.  
414.210(f) regarding replacement of DME that has been in continuous use 
for the equipment's reasonable useful lifetime provide that the 
beneficiary can elect to obtain replacement equipment after the 
reasonable useful lifetime for the equipment has expired. Therefore, we 
believe that the beneficiary should incur little, if any, expense for 
repair or maintenance of necessary equipment in cases where 
manufacturer warranties exist that cover parts and labor necessary to 
repair a new item during a 5-year period.

K. Payment for Replacement of Beneficiary-Owned Oxygen Equipment, 
Capped Rental Items, and Associated Supplies and Accessories

    Medicare has traditionally paid for replacement beneficiary-owned 
DME after the expiration of the equipment's useful lifetime (see Sec.  
414.210(f) and Sec.  414.229(g) of our regulations), and for 
replacement supplies and accessories used in conjunction with 
beneficiary-owned DME when these supplies and accessories are necessary 
for the effective use of the DME (see Sec.  110.3 of Chapter 15 of the 
Medicare Benefit Policy Manual (pub. 100-02)). Examples of supplies 
include drugs and administration sets used with infusion pumps. 
Examples of accessories include masks and tubing used with respiratory 
equipment. We proposed to apply these policies to beneficiary-owned 
oxygen equipment, as well as the supplies and accessories used in 
conjunction with this equipment, and to continue to apply these 
policies to beneficiary-owned capped rental items, as well as the 
supplies and accessories used in conjunction with these items.
    Specifically, we proposed to update Sec.  414.210(f) and Sec.  
414.229(g) of our regulations to reflect that payment may be made for 
the replacement of beneficiary-owned oxygen equipment and capped rental 
DME in cases where the item is lost, stolen, or irreparably damaged, or 
in cases where the item has been in continuous use for its reasonable 
useful lifetime. We proposed that payment for the replacement be made 
on a rental basis in accordance with the payment rules in Sec.  414.226 
for oxygen equipment and Sec.  414.229 for capped rental items. We also 
proposed to revise Sec.  414.229 to reflect that these proposed changes 
to the replacement policy for beneficiary-owned capped rental items 
only apply to those items for which the first rental month occurs on or 
after January 1, 2007 since the DRA does not apply to capped rental 
items for which the first rental month occurs before January 1, 2006. 
The current rules will remain in place for capped rental items to which 
the DRA does not apply.
    We are aware that some manufacturer warranties may cover 
replacement of oxygen or capped rental equipment within a certain time 
period after the item is furnished. As was our policy before the 
enactment of DRA (see Sec.  110.2.C of Chapter 15 of the Medicare 
Benefit Policy Manual (pub. 100-02)), we proposed that Medicare not pay 
for the replacement of beneficiary-owned oxygen equipment or capped 
rental items covered by a manufacturer's or supplier's warranty. In 
cases where equipment replacement is not covered by a manufacturer's or 
supplier's warranty, we proposed that the supplier must still replace 
beneficiary-owned oxygen equipment or beneficiary-owned capped rental 
items at no cost to the beneficiary or to the Medicare program if: (1) 
The total accumulated costs, as illustrated in the example below, to 
repair the item after transfer of title to the beneficiary exceed 60 
percent of the replacement cost; and (2) the item has been in 
continuous use for less than its reasonable useful lifetime, as 
established in accordance with the procedures set forth in proposed 
revised Sec.  414.210(f). For example, a capped rental item that can be 
replaced for $1,000 (total of fee schedule payments after 13 rental 
months) and for which title has transferred to the beneficiary in 
accordance with section 1834(a)(7)(A)(ii) of the Act can be used to 
illustrate what we mean when we use the term ``accumulated costs'' 
above. In this example, if Medicare has paid a total of $500 for 3 
repairs necessary to make the item functional, and a fourth repair 
costing $200 is needed in order to make the item functional, the 
accumulated costs for repair in this case will equal $700, which 
exceeds $600 or 60 percent of the $1,000 cost to replace the item. In 
this case, the supplier would be required to furnish a replacement 
item. The greater than 60 percent of cost threshold for replacement is 
consistent with the threshold repair costs that can result in the 
replacement of prosthetics (artificial limbs) in accordance with 
section 1834(h)(1)(G) of the Act. We believe this threshold should 
apply to oxygen equipment and capped rental items as well, because 
artificial limbs, like these items, are built to withstand repeated 
use.
    We proposed that the supplier be responsible for the cost of the 
replacement equipment because we believe that the item in this case did 
not last for the entire reasonable useful

[[Page 65901]]

lifetime. After the beneficiary acquires title to the item, the 
supplier that transferred title would be responsible for furnishing the 
replacement item. We proposed this provisi