The power mobility device industry certainly has had its share of changes and challenges over the last few years, with the elimination of the certificate
by Seth Johnson

The power mobility device industry certainly has had its share
of changes and challenges over the last few years, with the
elimination of the certificate of medical necessity and the advent
of new codes, new coverage policy and new fee schedules.

These changes have made all involved parties adjust the way that
they operate their businesses, from the PMD provider supplying the
product to the ordering physician documenting the need.

While these changes have forced everyone to adapt, they have not
diminished the fact that demand for PMDs will continue to grow as
the baby boomer generation reaches Medicare age. Those providers
that adapt the best will be well-positioned for the increased
demand in the not-so-distant future.

The final rule relating to documentation for power wheelchairs
and power-operated vehicles (POVs, or scooters) was published in
the Federal Register back on April 5, 2006, and has been
effective for claims with dates of service since June 5 of that
year.

The final rule requires that the physician's order for a power
mobility device and a copy of the report of the face-to-face
evaluation of a patient's mobility be received by the supplier
within 45 days of the completion of the face-to-face evaluation.
The report of the face-to-face examination must provide information
relating to the following questions in the chart/progress
notes:

What is this patient's mobility limitation and how does it
interfere with the performance of activities of daily living?

  • Why can't a cane or walker meet this patient's mobility needs in
    the home?

  • Why can't a manual wheelchair meet this patient's mobility needs
    in the home?

  • If a PWC is provided, why can't a POV (scooter) meet this
    patient's mobility needs in the home?

  • Does this patient have the physical and mental abilities to
    operate a PWC/POV safely in the home?

  • Is the patient willing and motivated to use the PWC or POV?

    As you know, the specific elements that are addressed will
    depend on the patient diagnosis and its progression, which are
    responsible for the mobility deficit. For example, for patients
    with COPD, heart failure or arthritis, the major emphasis will be
    on symptoms and history of the progression of their condition
    rather than on the physical exam.

    Functional assessment is important for all patients. Physicians
    should also provide reports of pertinent laboratory tests, x-rays
    and/or other diagnostic tests (e.g., pulmonary function tests,
    cardiac stress test, electromyogram, etc.) performed in the course
    of management of the patient in order to help paint a clear picture
    of the patient's condition in the event of medical review.

    Physicians are required to document the evaluation in a detailed
    narrative note in their charts in the format that they use for
    other entries. According to Medicare, the narrative note must also
    clearly indicate that a major reason for the visit was a mobility
    evaluation.

    I know many of you may be shaking your head, saying, “That
    is not the manner in which physicians chart for any other health
    care procedures or prescriptions.” So why should they be
    expected to follow this long process for prescribing a power
    mobility device? Well, because that is the standard established by
    Medicare that must be met from a coverage perspective in order to
    be assured payment.

    Industry efforts are continuing on many different fronts to
    provide additional clarity in the requirements and education, but
    for now we have to work within this standard. The quality of
    documentation that you receive from your referral sources therefore
    becomes almost a direct result of the time you put into educating
    your referral sources. The better educated your referral sources
    are on the process, the better the quality of documentation you
    will generally receive.

    One recommendation to follow if you are experiencing significant
    challenges with physicians in providing the level of information
    you need is to encourage them to do a referral to a
    licensed/certified medical practitioner (LCMP). According to
    Medicare coverage guidelines, the physician may refer the patient
    to an LCMP who has experience and training in mobility evaluations
    to perform part of the face-to-face examination.

    It is important to note that this person may not be an employee
    of the supplier or have any financial relationship with the
    supplier. (There is an exception for a supplier that is owned by a
    hospital. In that situation, the LCMP working in the inpatient or
    outpatient hospital setting may perform part of the face-to-face
    examination.)

    In order for the report of an LCMP evaluation to be considered
    part of the face-to-face examination, there must be a signed and
    dated attestation by the supplier that the LCMP has no financial
    relationship with the supplier.

    It is also important to emphasize that even if an LCMP performs
    a major part of the mobility evaluation, there still must be a
    face-to-face examination by the physician. This face-to-face exam
    by the physician can be rudimentary in nature; however, it must be
    clear that a major reason for the visit was to discuss a PMD.

    Why the review course on PMD documentation requirements?

    Last summer, TriCenturion, the Jurisdiction A/B DME Program
    Safeguard Contractor, completed a widespread pre-payment probe
    review of power wheelchairs for HCPCS K0823 (Group 2 standard
    weight PWC with captain seat). The Charge Denial Rate was an
    alarming 87.51 percent in Jurisdiction A and 93.36 percent for
    Jurisdiction B. As you may recall, the review was conducted only in
    Jurisdictions A and B.

    Clearly, when denial rates are this high, the process followed
    to communicate the roll-out of the changes must be evaluated and
    improved.

    The educational information published on the new requirements
    and the overall documentation standard must be reviewed to
    determine what the real problem is, and how the requirements can be
    further clarified, to result in a common understanding and
    expectation as to what is required in order to provide a Medicare
    beneficiary with a power wheelchair.

    While the industry is continuing to work on this issue with the
    DME MAC medical directors, physicians, clinicians, referral sources
    and suppliers, these efforts have yet to produce the increased
    education or common standard that is needed from CMS.

    Pride Mobility has conducted a series of seminars across the
    country related to documentation with regard to the probe, as well
    as a review of actual charts that providers have brought in to
    learn to self-audit. Based on these events, it is clear from the
    documentation we have reviewed that physicians' understanding of
    the documentation process and requirements varies greatly, even
    within a particular region.

    So what can you do to gather complete documentation and ensure
    payment moving forward under the current requirements? Here is a
    list of 10 items providers should look for in a patient's file
    prior to providing a PMD:

    Face-to-Face Examination. The written record of the
    face-to-face examination, including details of a physical
    examination and narrative answers to questions about the
    beneficiary's functional limitations.

  • PT/OT Evaluation. In the event that the treating
    practitioner refers the patient to a physical/occupational
    therapist (PT/OT) for an additional evaluation, the supplier must
    obtain a copy of the PT/OT evaluation that has also been signed and
    dated by the ordering physician.

  • Nine-Step Algorithm. For additional documentation
    purposes, physicians should provide answers addressing the
    nine-step algorithm, ruling out lesser equipment to get to the next
    level of equipment needed in the algorithm.

  • Written prescription. The seven-element written
    prescription for a PMD must be signed and dated only after the
    face-to-face evaluation is complete. If a PT/OT will be performing
    part of the face-to-face assessment, the prescription should be
    written after all medical documentation has been reviewed by the
    ordering physician.

  • Detailed Product Prescription. A detailed product
    description (DPD) should then be developed by the provider listing
    the base and all accessories that will comprise the final product.
    This will also need to be signed by the ordering physician.

    Keep in mind this must be a separate document from the initial
    order. The DPD can be dated the same day as the initial order;
    however, Medicare does not consider this to be a common occurrence
    (i.e., they generally expect the order to come from the physician,
    and the chair to then be configured by the provider, which usually
    spans a few days).

  • Date Stamps. Make sure all documentation is date-stamped.
    A provider has 45 days to obtain the required medical records after
    the face-to-face exam and 120 days to deliver the product.

  • Provider Attestation. If a PT/OT is used as part of the
    face-to-face evaluation, the provider must have a document in the
    patient's file stating that they (the supplier) have no financial
    relationship with the PT/OT performing the portion of the
    face-to-face evaluation.

  • Beneficiary Authorization. Make sure the patient's
    signature is on file authorizing the submission of a Medicare claim
    for payment.

  • Home Assessment. At some point (even upon delivery), the
    provider must assess the patient's home setting to determine if the
    item the patient will be receiving is appropriate for use in the
    home.

  • Signed Delivery Ticket. Make sure your client understands
    the product, is able to operate the equipment and signs a delivery
    ticket. You must also make sure the client has received the
    supplier standards to review. A good idea would be to add this to
    any delivery document you may have signed, as there will then be a
    signed copy of the standards as proof that the patient was provided
    a copy of them.

    And, remember that as of April 1, an Assistive Technology
    Supplier (ATS) is now required to be involved in the provision of
    complex rehab equipment.

    While there is a laundry list of challenges ahead, opportunities
    also exist. We must recognize, for instance, the increased
    importance of the provider-physician relationship that has evolved
    in this marketplace.

    It is now far more essential than ever to develop professional
    relationships with physicians and physicians' staffs and create an
    educational “information exchange” environment.
    Relationships need to be created that do, in fact, include
    providers and physicians as part of the same clinical team.

    How do you do that? There is help. Our company, for instance,
    has worked with providers to develop guides on physician resources,
    choosing the right mobility solution, home assessments and other
    examination and documentation reference materials in print and
    Web-based formats.

    These materials simplify and clearly outline the examination,
    documentation and PMD ordering process and policies, and they help
    clarify the responsibilities and procedures each member of the
    clinical team needs to follow.

    Additionally, we are joining providers in presenting seminars
    and forums (that offer continuing education units) for physicians
    and their staffs, as well as therapists.

    These things are being done to embrace the need for strong
    business alliances and to clarify the responsibilities of each
    member of the clinical team. This will permit physicians to
    knowingly, simply and efficiently manage their responsibilities,
    which largely include the examination and the compiling of complete
    patient information documents.

    This clinical model may increase provider costs and could be
    more difficult to manage on the front end of the ordering and
    documentation process for PMDs. However, these requirements should
    protect providers on the back end (e.g., in claims review and/or
    hearings) by yielding more complete documentation.

    The industry has a real opportunity to work with CMS on
    improving upon the status quo. If, as an industry, we are willing
    to work to strengthen relationships with referral sources, get
    involved with state and national organizations and show our elected
    officials that DME providers are part of the solution, the future
    shows promise. But like any other initiative, it will take hard
    work and a commitment to get there.

    Seth Johnson is vice president of government affairs for
    Pride Mobility Products Corp., Exeter, Pa., and is a member of the
    American Association for Homecare's Rehab and Assistive Technology
    Council. He can be contacted at sjohnson@pridemobility.com or by phone at
    800/800-8586.