BILL ANALYSIS                                                                                                                                                                                                    






                           SENATE JUDICIARY COMMITTEE
                        Senator Ellen M. Corbett, Chair
                           2007-2008 Regular Session


          SB 93                                                  S
          Senator Corbett                                        B
          As Amended September 7, 2007
          Hearing Date: September 11, 2007                       9
          Welfare & Institutions Code                            3
          GMO/KB                                                 
                                                                  
                         PURSUANT TO SENATE RULE 29.10
           
                                     SUBJECT
                                         
                                 Medi-Cal liens

                                   DESCRIPTION  

          This bill would prohibit consideration of the amount paid  
          by Medi-Cal for medical services provided to a beneficiary  
          as evidence of past medical damages, or for the purpose of  
          reducing the third party's liability to the beneficiary in  
          any third-party action.  In effect, for purposes of  
          measuring damages, an injured party who is a Medi-Cal  
          beneficiary would be treated the same as any other injured  
          party where a third party is found liable for the injuries.

                                    BACKGROUND  

          Under current law, a person injured by a third party is  
          able to recover the cost of medical services for injuries  
          received, as well as other compensatory damages, such as  
          for wage losses and pain and suffering.  The damages  
          recovered are generally measured by the reasonable value of  
          the services provided by a health care provider.

          SB 93 is a response to the California Supreme Court's  
          invitation in Olszewski v. Scripps Health, (2003) 30  
          Cal.4th 798 to correct a deficiency in the state's health  
          care lien law relating to claims made by Medi-Cal  
          beneficiaries against third parties who caused their  
          injuries. 

                                                                 
          (more)



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          In Olszewski, the Supreme Court found that a provider who  
          treats a Medi-Cal beneficiary may not recover an amount  
          exceeding the Medi-Cal payment by asserting a lien against  
          the beneficiary's entire recovery from a third party liable  
          for the injury.  Because California's Medi-Cal statutes  
          permits a lien against the entire recovery (and not just  
          against the amount of the recovery attributable to past  
          medical services), the Olszewski court held that the  
          statutes were preempted by federal law and that the lien  
          claim against the beneficiary was invalid and  
          unenforceable.

          The Court, however, urged legislative action "to remedy  
          this anomaly in a manner consistent with federal law" in  
          order to avoid giving a third party tortfeasor "a windfall  
          at the expense of the innocent health care provider." 

          Similarly, the United States Supreme Court in ADHS v.  
          Ahlborn, 126 S. Ct. 1752 (2006) struck down an Arkansas  
          statute similar to California's Medi-Cal lien statute  
          because it gave the state a lien right against the entire  
          recovery of the beneficiary, and did not limit it to the  
          portion of the settlement or award attributed to past  
          medical expenses.  

          The federal Center for Medicare and Medicaid Services (CMS)  
          has issued a memorandum to all states advising that Ahlborn  
          is the controlling authority and that states should seek  
          legislative changes to their lien statutes to allow for  
          continued lien recoveries in a way that meets the Ahlborn  
          constitutionality criteria.

          In order to comply with these court decisions, the  
          Department of Health Care Services agreed in SB 83 (the  
          recently enacted health care services budget trailer bill)  
          to an allocation system that protects the beneficiary's  
          personal property.  However, the compromise language in SB  
          83 does not ensure that the Department will be able to  
          collect on the Medi-Cal liens.  Without the clarifying  
          language in SB 93, there is no certainty that adequate  
          funds would be available to reimburse the state and to  
          appropriately compensate the injured Medi-Cal beneficiary  
          and the "innocent health care provider" described in  
          Olszewski.

                                                                       




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          SB 93 completes the package negotiated with the Department  
          of Health Care Services this year to ensure that the state  
          is adequately reimbursed when someone causes injury to a  
          person whose medical benefits are paid through the state's  
          Medi-Cal program.

                             CHANGES TO EXISTING LAW
           
           Existing law  authorizes the Director of Health Care  
          Services, as well as the Attorney General, and other  
          specified officials, to bring an action to recover the  
          reasonable value of benefits provided or that will be  
          provided to a Medi-Cal recipient against a third party,  
          including an insurance carrier, because of any injury for  
          which the third party is liable.  (Welfare & Institutions  
          Code 
           14124.71.)

           Existing law  contains procedures governing these actions,  
          as well as provisions pertaining to the director's right to  
          claim reimbursement when the claim against a third party is  
          brought by another person, including the recipient.   
          (Welfare & Institutions Code  14124.70, et seq.)

           Existing law  permits a health care provider, subject to the  
          Director of Health Services' statutory right to recover the  
          Medi-Cal payment made to the health care provider, to file  
          a lien for all fees for services provided to the Medi-Cal  
          beneficiary against any judgment, award, or settlement  
          obtained by the beneficiary or the director against that  
          third party.  (Welfare & Institutions Code  14124.791.)

           Existing law  defines the term "lien" as the director's  
          claim for recovery, from a beneficiary's tort action or  
          claim, of the reasonable value of benefits provided on  
          behalf of the beneficiary. (Welfare & Institutions Code   
          14124.70.)

           Existing case law  invalidates the health care provider lien  
          law as it applies to services rendered to Medi-Cal  
          beneficiaries because the statute does not limit provider  
          recovery to that portion of recovery from a third party  
          that is specifically allocated for the beneficiary's past  
          medical expenses.  (Olszewski v. Scripps Health, (2003) 30  
          Cal.4th 798.)
                                                                       




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           This bill  would prohibit the amount paid by Medi-Cal from  
          being considered as evidence of past medical damages, or  
          for the purpose of reducing the third party's liability to  
          the beneficiary in any third-party action.

                                     COMMENT
           
              1.   Stated need for the bill
             
            The author states:

            SB 93 accomplishes the goal of reforming California's  
            Medi-Cal statute by making sure that a Medi-Cal patient's  
            measure of damages is determined in the same manner as  
            any other injured person, instead of limiting the amount  
            to what Medi-Cal paid.  If the recovery is limited to the  
            amount actually paid by Medi-Cal, a settlement or  
            judgment will rarely be adequate to both protect the  
            Medi-Cal patient and pay the state full reimbursement.  

            SB 93 would create identifiable funds that would allow  
            California's Department of Health Care Services to assert  
            the lien and recover the much needed reimbursement of  
            monies paid on behalf of the beneficiary, without running  
            afoul of Ahlborn and Olszewski.



           2.This bill would correct deficiency in the Medi-Cal lien  
            statute identified in Olszewski

             Due to their inability to collect on Medi-Cal liens since  
            the California Supreme Court's decision in Olszewski, the  
            Department of Health Care Services estimates that the  
            State currently loses more than $22 million a year. 

            The recent budget bill (SB 83) attempted to correct the  
            deficiency in California's Medi-Cal lien statute to  
            comply with the mandates of Olszewski and Ahlborn.   
            However, supporters state that the provisions actually  
            included in the Budget Act trailer bill are meaningless  
            because adequate funds to reimburse the state will not be  
            available from an award or settlement received by an  
            injured Medi-Cal recipient unless SB 93 is enacted.
                                                                       




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            SB 93 would correct the legal deficiency in the  
            California Medi-Cal lien statutes by providing that the  
            amount paid by Medi-Cal may not be considered as evidence  
            of medical damages for the purposes of reducing the third  
            party's liability to the beneficiary in any third-party  
            action.  Instead, a court could consider the value of  
            medical services provided by a health care provider.   
            This will ensure that the portion of a settlement or  
            damages award attributed to medical expenses will be  
            sufficient to both compensate the victim and the health  
            care provider, and reimburse the state for its Medi-Cal  
            payments.  Thus, it will cure the "windfall" to third  
            party tortfeasors (and their insurance carriers)  
            highlighted in the Olszewski case.

              3.   Opposition
           
            Opponents of SB 93, such as State Farm Insurance and the  
            California State Automobile Association (AAA) contend  
            that the bill will result in higher settlements and  
            judgments and thus create a bigger pot of money from  
            which trial attorneys would take contingency fees.  They  
            also contend that SB 93 will result in higher litigation  
            expenses for insurance carriers, which translates into  
            higher insurance premiums for all consumers.  Finally,  
            opponents argue that SB 93 overturns Hanif v. Housing  
            Authority, (1988) 200 Cal.App.3d 635, which held that a  
            plaintiff's "special damages" recovery is limited to the  
            amount Medi-Cal actually paid and not the "reasonable  
            value" of the medical services rendered.  

            Supporters such as the California Medical Association  
            however contend that Medi-Cal payments are generally much  
            lower than the provider's billed costs for the services  
            provided, and thus an award calculated on such payments  
            would not be adequate to cover the cost of medical  
            services provided.  Thus, as noted in Olszewski, the  
            current Medi-Cal lien statute results in a windfall to  
            the liable third-party and/or the third party's insurance  
            carrier in cases involving Medi-Cal beneficiaries who are  
            injured by third parties.  SB 93 would correct this  
            inequity and place a Medi-Cal recipient in the same  
            position as a non-Medi-Cal recipient who has been injured  
            by a third party, for the purpose of recovering damages  
                                                                       




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            for the injuries suffered.

          Support: California Medical Association

          Opposition:   California State Automobile Association  
                    (AAA); Allstate Insurance Company; State Farm  
                    Insurance Company; Department of Health Care  
                    Services 

                                     HISTORY
           
          Source:  Consumer Attorneys of California

           Related Pending Legislation: AB 1456 (Laird) would  
                                prohibit the amount paid by Medi-Cal  
                                from being considered as evidence of  
                                past medical damages or for the  
                                purpose of reducing the third party's  
                                liability to the beneficiary in any  
                                third-party action.  This bill is on  
                                the Senate Floor.

          Prior Legislation: SB 399 (Escutia, 2005) would have  
                       restored a health care provider's lien rights  
                       against a Medi-Cal beneficiary's recovery for  
                       injuries caused by a liable third party, but  
                       limit the lien to allocations for past medical  
                       expenses.
           
                       SB 494 (Escutia, 2003) would have authorized  
                       all health care providers who treat Medi-Cal  
                       patients injured by a third party to claim  
                       reasonable and necessary charges from a liable  
                       third party.

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