Level 3: Mastery & Audit Specialist

Regulatory Compliance & Appeals

Master regulatory requirements and the Medicare appeals process

Mastery-Level Objectives
  • Navigate the five-level Medicare appeals process effectively
  • Understand False Claims Act, Stark Law, and compliance obligations
  • Implement effective compliance program per OIG guidelines
  • Manage self-reporting obligations and overpayment scenarios
  • Challenge extrapolation methodology and statistical validity
Medicare Five-Level Appeals Process
Complete roadmap from initial denial to federal court

Level 1: Redetermination (MAC)

Timeline: Request within 120 days of initial determination. MAC has 60 days to decide.

Process: MAC reviews its own decision. Submit additional documentation and written argument.

Success Rate: 10-15% (MAC rarely reverses itself)

Strategy: Present strongest clinical documentation and clear rebuttal. Set foundation for higher appeals.

Level 2: Reconsideration (QIC)

Timeline: Request within 180 days of Level 1 decision. QIC has 60 days to decide.

Process: Independent review by Qualified Independent Contractor. Can submit new evidence.

Success Rate: 20-30% (independent review improves odds)

Strategy: Present comprehensive clinical rationale. QIC is independent of MAC - fresh perspective.

Level 3: ALJ Hearing

Timeline: Request within 60 days of Level 2 decision. Hearing typically within 90 days.

Process: Administrative Law Judge hearing. Live testimony, witness examination, cross-examination.

Requirements: Amount in controversy ≥ $200 (adjusted annually)

Success Rate: 40-50% (highest success rate - can present full case)

Strategy: Present clinical experts, cross-examine MAC's position, demonstrate clinical appropriateness.

Level 4: Medicare Appeals Council

Timeline: Request within 60 days of ALJ decision. Council has 90 days to decide.

Process: Discretionary review - Council decides whether to review case. No hearing.

Success Rate: Variable (Council may decline review)

Strategy: Focus on legal/policy issues, not just clinical disagreement. Council reviews ALJ's legal reasoning.

Level 5: Federal District Court

Timeline: File within 60 days of Council decision.

Requirements: Amount in controversy ≥ $1,760 (adjusted annually)

Process: Federal court litigation. Requires legal counsel.

Strategy: Reserved for significant dollar amounts and important policy issues. Expensive and time-consuming.

Regulatory Compliance Framework
Key laws and compliance requirements

False Claims Act (FCA)

Prohibits: Knowingly submitting false claims to Medicare

"Knowingly" means: (1) Actual knowledge, (2) Deliberate ignorance, (3) Reckless disregard

Penalties: $13,000-$27,000 per false claim + treble damages (3x overpayment)

IRF-PAI Application: Systematic upcoding, ignoring coding guidance, falsifying documentation

Key Point: "I didn't know" is not a defense if you deliberately avoided learning correct coding.

Stark Law (Physician Self-Referral)

Prohibits: Physician referrals to entities with which they have financial relationships

IRF-PAI Risk: Physician compensation tied to admissions, CMG levels, or tier coding

Compliance: Physician decisions must be independent of financial incentives

Warning: Bonuses based on facility revenue or coding outcomes violate Stark Law.

OIG Seven Elements of Compliance

1. Written Policies & Procedures

Comprehensive coding, billing, and compliance policies

2. Compliance Officer & Committee

Designated leader with authority and resources

3. Training & Education

Regular training for all staff involved in coding/billing

4. Effective Communication

Hotline, open-door policy, non-retaliation

5. Auditing & Monitoring

Regular internal audits, error tracking, trend analysis

6. Response to Violations

Investigation, corrective action, self-reporting when required

7. Enforcement & Discipline

Consistent discipline for violations, accountability

Self-Reporting Obligations

When to Self-Report:

  • • Systematic overpayment identified (pattern of errors)
  • • Overpayment exceeds $25,000 aggregate
  • • Within 60 days of identification
  • • Conduct comprehensive audit to determine full scope
  • • Calculate exact overpayment amount
  • • Submit repayment with self-disclosure

Failure to self-report systematic overpayments = False Claims Act violation

Module Quiz
Test your knowledge of Regulatory Compliance & Appeals concepts

10

Questions

90%

Passing Score

~15

Minutes

Quiz Instructions:

  • Answer all 10 questions to complete the quiz
  • You must score 90% or higher to pass
  • You can navigate between questions before submitting
  • Review explanations for all questions after submission
  • Retake the quiz as many times as needed to pass