BILL ANALYSIS                                                                                                                                                                                                    



                                                                       



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          |SENATE RULES COMMITTEE            |                  SB 1096|
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                                 THIRD READING


          Bill No:  SB 1096
          Author:   Calderon (D)
          Amended:  5/8/08
          Vote:     21

           
           SENATE HEALTH COMMITTEE  :  6-4, 4/9/08
          AYES:  Cedillo, Maldonado, Negrete McLeod, Steinberg,  
            Wyland, Yee
          NOES:  Kuehl, Aanestad, Alquist, Cox
          NO VOTE RECORDED:  Ridley-Thomas

           SENATE JUDICIARY COMMITTEE  :  3-2, 4/29/08
          AYES:  Harman, Ackerman, Steinberg
          NOES:  Corbett, Kuehl

           SENATE FLOOR  :  17-17 (FAIL), 5/22/08
          AYES:  Ackerman, Calderon, Cedillo, Correa, Florez, Harman,  
            Maldonado, Margett, Negrete McLeod, Oropeza, Perata,  
            Scott, Steinberg, Torlakson, Vincent, Wyland, Yee
          NOES:  Aanestad, Alquist, Ashburn, Battin, Corbett, Cox,  
            Ducheny, Hollingsworth, Kehoe, Kuehl, Lowenthal, Machado,  
            McClintock, Migden, Romero, Simitian, Wiggins
          NO VOTE RECORDED:  Cogdill, Denham, Dutton, Padilla,  
            Ridley-Thomas, Runner


           SUBJECT  :    Medical information

           SOURCE  :     Adheris


           DIGEST  :    This bill allows a pharmacy or an entity  
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          authorized by the pharmacy, to mail written communications  
          to a patient pertaining to a prescribed course of  
          treatment, without the patient's authorization, under  
          specified conditions.

           Senate Floor Amendments  of 5/8/08 provide that the written  
          communications which is allowed for in this bill and will  
          not require prior patient authorization will be limited to  
          the following diseases:  diabetes, osteoporosis, asthma,  
          chronic obstructive pulmonary disease, cancer, gastric  
          disorder, hypertension, cardiovascular disease, thyroid  
          disorder, organ transplantation, chronic eye disorder,  
          rheumatoid arthritis and osteoarthritis, renal disorders,  
          Parkinson's disease, seizures, multiple sclerosis,  
          depression, schizophrenia, bipolar disorder, anxiety  
          disorders, and attention deficit disorder.

           ANALYSIS  :    

           Existing Federal Law and Regulations

           1.Prohibits entities that use electronic means to transmit  
            or receive medical information (referred to as "covered  
            entities") from using or disclosing personal health  
            information for purposes other than medical treatment or  
            payment, or health care operations, as defined, except  
            pursuant to a written authorization signed by the  
            patient.

          2.Prohibits, with limited exceptions, health care entities  
            from disclosing personal health information for the  
            purposes of marketing without prior authorization from  
            the patient, and further requires that the authorization  
            specify when the marketing involves direct or indirect  
            remuneration to the entity from a third party.  Under the  
            regulations, "marketing" is defined to include  
            communication about a product or service that encourages  
            the recipient to purchase or use the product or service.

          3.Exempts from the definition of "marketing" communications  
            that describe a health-related product or service that is  
            provided by, or included in, a plan of benefits of the  
            covered entity; communications made for the treatment of  
            the individual, and communications made to facilitate  

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            case management or care coordination, or to recommend  
            alternative treatments, providers, or care settings, to  
            the individual.

          4.Provides that a face-to-face marketing communication from  
            the entity to the individual does not require  
            authorization from the patient.

          5.States that, if a HIPPA privacy provision conflicts with  
            a provision of state law, the provision that is most  
            protective of patient privacy prevails.

          6.Establishes a national goal of providing useful written  
            prescription drug information to consumers, with the  
            specific goal of providing written information to 75  
            percent of individuals receiving new prescriptions by the  
            year 2000 and to 95 percent by the year 2006.

          7.Provides that prescription drug advertising sponsored by  
            a product's manufacturer cannot be false or misleading,  
            must present a fair balance between the risks and  
            benefits of the product, must reveal material facts  
            relevant to the product or its use, and must disclose, or  
            provide for the disclosure of, all risks contained in the  
            product's labeling.  

          Existing State Law

          1.Prohibits a provider of health care, health care service  
            plan, or health care contractor from disclosing a  
            person's medical information without first obtaining that  
            person's authorization, with exceptions, as specified.

          2.Prohibits a provider of health care, a health care  
            service plan, contractor, or corporation, and its  
            subsidiaries and affiliates from intentionally s haring,  
            selling, using for marketing, or otherwise using any  
            medical information, as defined, for any purpose not  
            necessary to provide health care services to a patient,  
            except as expressly authorized by the patient, enrollee,  
            or subscriber, or as otherwise required or authorized by  
            law.

          3.Defines "marketing" as a communication about a product or  

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            service that encourages the recipient to purchase or use  
            the produce ore service, and provides that marketing does  
            not include any of the following:

             A.    Oral or written communications for which the  
                communicator does not receive direct or indirect  
                remuneration.

             B.    Communications by a health plan to its enrollees  
                concerning plan providers and the services they  
                provide and the availability of more cost-effective  
                pharmaceuticals.

             C.    Remunerated communications that are tailored to  
                the individual circumstances of a person made in  
                order to educate or advise the person about treatment  
                options and to maintain a person's adherence to a  
                prescribed course of medical treatment for a chronic  
                condition, as defined, if the person is notified that  
                the provider or health plan that is making the  
                communication ahs been remunerated and by whom, and  
                the person is given the opportunity to opt out of  
                future communications.  

           This bill deems a written communication mailed to a patient  
          by a pharmacy to be necessary to provide health care  
          services to the patient and provides that prior  
          authorization will not be required, if all of the following  
          apply:

           1.The written communication is in the same language as the  
            prescription label and instructs the patient when to  
            contact a health care professional.

           2.The written communication encourages the patient to  
             adhere to a prescribed course of medical treatment as  
             prescribed by a licensed health care professional and  
             may include information about the particular prescribed  
             pharmaceutical drug as authorized in this section.

           3.The written communication pertains only to the  
             prescribed course of medical treatment and does not  
             describe or mention any other pharmaceutical products.


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           4.The written communication contains only product-related  
             information that is consistent with the current federal  
             Food and Drug Administration (FDA) approved product  
             package insert and provides fair and balanced  
             information regarding the products benefits and risks in  
             accordance with FDA requirements and policies.

           5.Provides that the written communications will be limited  
             to the following diseases:

             A.    Diabetes.
             B.    Osteoporosis.
             C.    Asthma.
             D.    Chronic Obstructive Pulmonary Disease.
             E.    Cancer.
             F.    Gastric Disorder.
             G.    Hypertension.
             H.    Cardiovascular Disease.
             I.    Thyroid Disorder.
             J.    Organ Transplantation.
             K.    Chronic Eye Disorder.
             L.    Rheumatoid Arthritis and Osteoarthritis.
             M.    Renal Disorders.
             N.    Parkinson's Disease.
             O.    Seizures.
             P.    Multiple Sclerosis.
             Q.    Depression.
             R.    Schizophrenia.
             S.    Bipolar Disorder.
             T.    Anxiety Disorders.
             U.    Attention Deficit Disorder.

           6.Provides that further written communication shall not be  
             provided if there are no refills remaining on a  
             prescribed course of therapy and there are no doses  
             remaining on the final prescribed refill, or the  
             pharmacy has been notified by a health care provider  
             that a prescribed course of therapy has been  
             discontinued or substituted with a different drug.

           7.A copy of each written communication version is  
             submitted to the FDA Center for Drug Evaluation and  
             Research, Division of Drug Marketing, Advertising and  
             Communications, prior to program implementation.

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           8.The written communication uses evidence-based or  
             consensus-based practice guidelines as the basis of any  
             information that is provided to patients in order to  
             improve their overall health, prevent clinical  
             exacerbations or complications, or promote  
             self-management strategies.

           9.All personally identifiable medical information  
             collected, used, and disclosed is used solely to deliver  
             the written communication to the patient.

          10.The entity that receives the information complies with  
             existing requirements concerning confidentiality and  
             security of information.

          11.The pharmacy has a written agreement with the entity  
             that receives the information that requires the entity  
             to maintain the confidentiality of the information is  
             receives from the pharmacy and prohibits the entity from  
             disclosing or using the information for any purpose  
             other than to deliver to the patient the written  
             communication that is the subject of the written  
             agreement.

          12.If the written communication is paid for, in whole or in  
             part, by a manufacturer, distributor, or provider of a  
             health care product or service, the written  
             communication discloses whether the pharmacy receives  
             direct or indirect remuneration from a third party for  
             making the written communication and discloses, in a  
             clear and conspicuous location, the source of the  
             sponsorship.

          13.The communication contains instructions describing how  
             the patient may opt out of future communications and no  
             further sponsored message is made to the individual  
             after 30 calendar days from the date the individual  
             makes the opt out request.

           Background

          FDA Requirements Pertaining to Accuracy of Advertising  .   
          Current FDA regulations provide that prescription drug  

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          advertisements sponsored by a product's manufacturer cannot  
          be false or misleading, must present a fair balance between  
          the risks and benefits of the product, and must, depending  
          on the medium in which the advertisement appears, either  
          disclose all the risks contained in the product's approved  
          labeling, or make adequate provision for disseminating the  
          product's labeling to the audience.  In addition,  
          representations in advertising that refer to a drug as the  
          "drug of choice," or make a claim that the drug is superior  
          to other drugs must be supported by "substantial evidence."  
           Advertisements designed to inform or alert consumers to  
          health conditions are not subject to these requirements.   
          The advertisements may discuss, among other things, the  
          symptoms of a given medical condition, the availability of  
          treatment, and the benefits of treatment, and may encourage  
          consumers to seek information from their health care  
          provider.

           Prescription Drug and Use Compliance  .  The National Council  
          of Patient Information and Education (NCPIE) study released  
          in August 2007cites research suggesting that non-adherence  
          costs Americans about $100 billion annually, including  
          roughly $47 billion for drug-related hospitalizations, and  
          is associated with roughly 40 percent of nursing home  
          admissions.  Including indirect costs, the estimate rises  
          to $177 billion annually.

          In a 2007 Journal of American Pharmacy Association article,  
          a study showed that interventions do positively impact  
          medication adherence.  The study showed that groups that  
          received intervention (phone calls, letters, or both) on  
          average obtained more units of medication; the impact of  
          the interventions was greater among the group who received  
          both letters and phone calls; and only the group that  
          received both letters and phone calls showed a significant  
          treatment effect.

          A recent telephone survey, conducted jointly by  USA Today  ,  
          Kaiser Family Foundation and the Harvard School of Public  
          Health, finds that four in 10 Americans (and half of those  
          regularly taking at least one medication) report  
          experiencing at least one of three cost-related concerns in  
          their family:  16 percent say it is a "serious" problem to  
          pay for prescription drugs; 29 percent say they have not  

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          filled a prescription in the past two years because of the  
          cost,; and 23 percent say they have cut pills in half or  
          skipped does in order to make a medication last longer.   
          People are most likely to report one of these three issues  
          if they lack drug coverage (52 percent), if they have low  
          incomes (54 percent) or if they take four or more drugs  
          regularly (59 percent).

           FISCAL EFFECT  :    Appropriation:  No   Fiscal Com.:  No    
          Local:  No

           SUPPORT  :   (Verified  5/12/08)

          Adheris (source)
          Alliance for Better Medicine
          American Russian Medical Association
          California Council of Community Mental Health Agencies
          California Retailers Association
          Community Life Improvement Program
          Charles R. Drew University of Medicine & Science
          Los Angeles Society of Allergy, Asthma & Clinical  
          Immunology
          Mental Health Association in California
          National Association of Cancer Patients
          National Consumers League
          National Association of Chain Drug Stores
          Rite Aid

           OPPOSITION  :    (Verified  5/12/08)

          American Civil Liberties Union
          California Alliance for Retired Americans
          California Medical Association
          Consumer Federation of California
          Consumer Watchdog
          Consumers Union
          Privacy Rights Clearinghouse

           ARGUMENTS IN SUPPORT :    The sponsor, Adheris, a medical  
          information company that provides the written  
          communications referenced in this bill under contract with  
          pharmacies and pharmaceutical companies, believes that the  
          bill will provide California residents a clear health care  
          benefit by providing valuable information.  The company  

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          notes that adherence to chronic therapies is poor and that  
          lack of adherence to therapies for hypertension, stroke  
          prevention, diabetes, and asthma not only results in poor  
          patient outcomes, but also costs Medicaid millions of  
          dollars in unnecessary hospitalizations and other medical  
          procedures.  The company asserts that programs run by  
          retail pharmacies, which may include information on how to  
          take the medication, potential side effects, as well a  
          refill reminders, are considered "treatment" under HIPAA  
          regulations, but that California law does not clearly  
          define such programs as part of "treatment" and are, thus,  
          denied this benefit.  Other supports, such as Community  
          Life Improvement Program, believe that healthcare  
          information designed to encourage proper use of prescribed  
          medicines is vital to an effective treatment regimen.  The  
          Mental health Association in California writes that once  
          the doctor and patient have found the right medication, it  
          is important to keep patients compliant.

           ARGUMENTS IN OPPOSITION  :    The California Medical  
          Association (CMA) writes that this bill allows unfettered  
          direct marketing to consumers of pharmaceutical and health  
          information using patients' confidential medical  
          information.  CMA believes this concept will interfere with  
          the physician-patient relationship and could lead to  
          misinformation and confusion for patients, as well as  
          increased health costs through the direct-mail promotion of  
          drugs.  CMA also states that this bill places the burden on  
          the patient to opt-out of this communication after the fact  
          and believes patients should be in charge of who uses their  
          medical information and why, so they can make informed  
          decisions in consultation with the doctor.

          Additionally, the Consumer Federation of California (CFC)  
          and the Privacy Rights Clearinghouse (PRC) state that this  
          bill raises significant privacy concerns for patients.  PRC  
          believes that it is a critical principle of privacy  
          protection that if a person's private information is to be  
          used or transferred, that they be asked first, and that any  
          program must contain an agreement by the patient that their  
          information will be used as part of a mailing program.  CFC  
          emphasizes that the will allows a third party to send  
          reminder mailings that may be in direct contradiction to a  
          physician's recommended course of treatment.  CFC believes  

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          that the measure intrudes on patient privacy and interferes  
          with the doctor-patient relationship.  
           

          CTW:cm  5/23/08   Senate Floor Analyses 

                         SUPPORT/OPPOSITION:  SEE ABOVE

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