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The Metroplus Health Plan form is an essential document for patients seeking prior authorization for medications under the New York State Medicaid program. This form captures vital information, including the patient's details, provider information, and specific medication requirements. It prompts the user to provide the rationale for the request, ensuring that all necessary data is complete and legible. Key sections include patient demographics, medication specifics, and clinical information to support medical necessity. The form also addresses whether the patient is transitioning from a facility and whether the medication is new or a continuation of previous therapy. Additional questions guide the provider in detailing dosage requirements, FDA approval status, and any treatment failures with preferred drugs. The prescriber must attest to the accuracy of the information provided, ensuring compliance with HIPAA regulations to protect patient privacy. This comprehensive approach helps streamline the authorization process, making it easier for patients to access the medications they need.

Metroplus Health Plan Example

Plan Name: ___________________

Plan Phone No. ______________

Plan Fax No.__________________

NYS Medicaid Prior Authorization Request Form For Prescriptions

Rationale for Exception Request or Prior Authorization - All information must be complete and legible

Patient Information

First Name:

 

 

 

 

 

Last Name:

 

 

 

MI:

Male

Female

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Date of Birth:

Member ID:

 

 

Is patient transitioning from a facility?

 

 

 

 

 

Yes

No

 

 

 

 

 

 

 

 

 

 

 

 

____/____/_____

 

 

 

 

 

If yes, provide name of facility: _________________________________________________

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Provider Information

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

First Name:

 

 

 

 

Last Name:

 

 

Specialty:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

NPI No:1

 

Phone No:

 

Fax No:

Office Contact:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Medication/Medical and Dispensing Information

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Medication:

 

 

 

 

 

 

Strength:

 

Frequency:

 

 

Qty:

 

Refill(s):

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Case Specific Diagnosis/ICD9:2

Route of

Administration:

Oral IM SC Transdermal IV Other

 

 

 

 

 

 

 

 

 

 

For physician administered, will this provider be ordering & administering?

 

 

Yes

No

 

 

 

 

 

If no, supply administering provider:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Please check one of the following:

This is a new medication and/or new health plan for the patient. If checked, go to question 1

This is continued therapy previously covered by the patient’s current health plan.

If checked, approx. date initiated _____/_____. Go to question 5

1.Does the drug require a dose titration of either multiple strengths and/or multiple doses per day?

If yes, provide titration schedule: _________________________________________________________

2.Is the drug being used for an FDA approved indication?

2.(a) If the answer to 2 is No, is its use supported by Official Compendia (AHFS DI®, DRUGDEX ®)3

3.Has the patient experienced treatment failure with a preferred/formulary drug(s) or has the patient experienced an adverse reaction with a preferred/formulary drug(s) in the therapeutic class? If yes, complete the following:

Yes

Yes

Yes

Yes

No

No No

No

Drug and Dose

Route Frequency Approx. date range therapy began & stopped

Outcome

_____/_____ _____/_____

_____/_____ _____/_____

4.Is there documented history of successful therapeutic control with a non-preferred/non-formulary drug and transition to a preferred/formulary drug is medically contraindicated? If yes, explain:

Yes No

5. Is this a change in dosage/day for the above medication?

6. Attach relevant lab results, tests and diagnostic studies performed that support use of therapy. Check if attached

Yes No

Required clinical information: Please provide all relevant clinical information in the box below to support a medical necessity to determine coverage. Refer to health plan coverage requirements for the requested medication (see link above).

Please check here if documentation is attached.

7. Does the request require an expedited review?

Yes No

Attestation: I attest that this is medically necessary for this patient and that all of the information is accurate to the best of my knowledge. I attest that documentation of the above diagnosis and medical necessity is available for review if requested by the Health Plan. PLEASE NOTE: The Health Plan may request information in addition to what is on the form in order to make a determination.

Prescriber’s Signature _________________________________________________________

Date ____/____/______

 

 

Informaion on this form is protected health informaion and subject to all privacy and security regulaions under HIPAA.

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Instructional Information for Prior Authorization

Upon our review of all required information, you will be contacted by the health plan.

When providing required clinical information, the following elements should be considered within the rationale to support your medical necessity request:

OHeight/Weight

OCompound ingredients

OSpecific dosage form consideration

ODrug or Other Related Allergies

Please consider providing the following information as applicable & when available:

OHealthcare Common Procedure Coding System (HCPCS) 4

OTransition of Care (contact, phone number, length of stay)

OPatient information (address, phone number)

OProvider information (address, direct electronic contact information, e-mail, etc.)

This form must be signed by the prescriber but can also be completed by the prescriber or his/her authorized agent. The completed fax form and any supporting documents must be faxed to the proper health plan.

Helpful Definitions

1NPI: A national provider identifier (NPI) is a unique ten-digit identification number required by HIPAA for all health care providers in the United States. http://www.cms.gov/Regulations-and-Guidance/HIPAA-Administrative- Simplification/NationalProvIdentStand/index.html?redirect=/nationalprovidentstand/

2ICD-9: The International Classification of Diseases (ICD) is designed to promote international comparability in the collection, processing, classification, and presentation of mortality statistics http://www.cdc.gov/nchs/icd.htm

3AHFS Drug Information® (AHFS DI®) provides evidence-based evaluation of pertinent clinical data concerning drugs, with a focus on assessing the advantages and disadvantages of various therapies, including interpretation of various claims of drug efficacy. http://www.ahfsdruginformation.com/ DRUGDEX ® System within the Micomedex product which provides peer-reviewed, evidence-based drug information including investigational & non prescription drugs. http://www.micromedex.com/

4The HCPCS is divided into two principal subsystems, referred to as level I and level II of the HCPCS:

OLevel I of the HCPCS is comprised of CPT (Current Procedural Terminology), a numeric coding system maintained by the American Medical Association (AMA). The CPT is a uniform coding system consisting of descriptive terms and identifying codes that are used primarily to identify medical services and procedures furnished by physicians and other health care professionals.

OLevel II of the HCPCS is a standardized coding system that is used primarily to identify products, supplies, and services not included in the CPT codes, such as ambulance services and durable medical equipment, prosthetics, orthotics, and supplies (DMEPOS) when used outside a physician's office. Because Medicare and other insurers cover a variety of services, supplies, and equipment that are not identified by CPT codes, the level II HCPCS codes were established for submitting claims for these items. http://www.cms.gov/Medicare/Coding/MedHCPCSGenInfo/index.html

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File Breakdown

Fact Name Details
Plan Name The form requires the name of the specific Metroplus Health Plan.
Contact Information Providers must provide their phone and fax numbers for communication.
Patient Information Key details about the patient, including name, date of birth, and member ID, are necessary.
Medication Details Information about the medication, such as strength and frequency, must be included.
Diagnosis Code The form requires the case-specific diagnosis code (ICD9) to support the request.
Expedited Review Providers can indicate if the request requires an expedited review for urgent cases.
Governing Laws This form is governed by New York State Medicaid regulations and HIPAA privacy laws.

Guide to Using Metroplus Health Plan

Filling out the Metroplus Health Plan form requires careful attention to detail. Each section of the form must be completed accurately to ensure that the necessary information is conveyed for the prior authorization request. Once the form is completed, it should be submitted via fax to the appropriate health plan for review.

  1. Begin with the Plan Information section. Fill in the Plan Name, Plan Phone No., and Plan Fax No..
  2. Move to the Patient Information section. Enter the patient's First Name, Last Name, Middle Initial (MI), and select Gender (Male/Female). Include the Date of Birth and Member ID.
  3. Indicate whether the patient is transitioning from a facility by selecting Yes or No. If yes, provide the name of the facility.
  4. In the Provider Information section, fill out the Provider's First Name, Last Name, Specialty, NPI No., Phone No., Fax No., and Office Contact.
  5. Complete the Medication/Medical and Dispensing Information section. Enter the Medication, Strength, Frequency, Quantity (Qty), and Refills. Include the Case Specific Diagnosis/ICD9 and Route of Administration.
  6. For physician-administered medication, indicate whether the provider will be ordering and administering by selecting Yes or No. If No, provide the administering provider's information.
  7. Check the appropriate box regarding whether this is a new medication or continued therapy.
  8. Answer the questions regarding the drug's requirements, FDA indications, treatment failures, and therapeutic control. Provide details where applicable.
  9. Attach any relevant lab results, tests, and diagnostic studies that support the therapy.
  10. In the required clinical information section, provide all relevant clinical information to support the medical necessity of the request.
  11. Indicate if the request requires an expedited review by selecting Yes or No.
  12. Complete the attestation by signing the form and dating it.
  13. Ensure all supporting documents are attached and fax the completed form to the appropriate health plan.

Get Answers on Metroplus Health Plan

  1. What is the purpose of the Metroplus Health Plan form?

    The Metroplus Health Plan form is used to request prior authorization for medications and medical services. This process ensures that the requested treatment is medically necessary and meets the health plan's coverage criteria.

  2. Who should fill out the form?

    The form should be completed by the prescribing provider or their authorized agent. It is essential that the information provided is accurate and complete to facilitate the review process.

  3. What information is required from the patient?

    Patient information needed includes the patient's first and last name, middle initial, date of birth, member ID, and whether they are transitioning from a facility. If applicable, the name of the facility should also be provided.

  4. What details must be included about the medication?

    Details regarding the medication should include its name, strength, frequency, quantity, refills, case-specific diagnosis, and route of administration. If the medication is physician-administered, indicate whether the prescribing provider will also administer it.

  5. What is the significance of the clinical information section?

    This section is crucial for demonstrating the medical necessity of the requested treatment. It should include relevant clinical data, such as treatment history, documented failures with preferred medications, and any lab results that support the request.

  6. What should be done if the request requires an expedited review?

    If an expedited review is necessary, it must be indicated on the form. This will alert the health plan to prioritize the request due to urgent medical needs.

  7. What happens after the form is submitted?

    Once the form and any supporting documents are submitted, the health plan will review the information. The provider will be contacted regarding the determination of the request, which may include additional information requests.

  8. What are the consequences of incomplete or inaccurate information?

    Providing incomplete or inaccurate information can lead to delays in processing the request or denial of coverage. It is vital to ensure all sections of the form are filled out clearly and legibly.

  9. What is the role of the prescriber’s signature?

    The prescriber’s signature is a declaration of the accuracy of the information provided and confirms that the treatment is medically necessary. This signature is essential for the form to be valid.

  10. How is patient information protected?

    All information on the form is considered protected health information and is subject to privacy and security regulations under HIPAA. This ensures that patient data is handled with the utmost confidentiality.

Common mistakes

Filling out the Metroplus Health Plan form can be a daunting task, and mistakes can lead to delays in receiving necessary medical services. One common error is failing to provide complete patient information. This includes not only the patient's name and date of birth but also their Member ID. Omitting any of these details can cause confusion and may result in the request being rejected.

Another frequent mistake involves neglecting to specify the medication details accurately. When indicating the medication name, strength, and dosage frequency, it is essential to ensure that all information is precise. Inaccuracies in this section can lead to misunderstandings about the treatment plan and may delay the approval process.

People often overlook the importance of checking the box that specifies whether the medication is new or a continuation of previous therapy. This distinction is crucial, as it guides the reviewer in understanding the context of the request. Failing to make this clarification can result in unnecessary complications in the approval process.

Inadequate documentation is another significant pitfall. The form requires supporting clinical information to justify the medical necessity of the requested medication. Without sufficient evidence, the health plan may not approve the request. It's vital to attach any relevant lab results or diagnostic studies that support the case.

Additionally, individuals may forget to provide the name of the facility if the patient is transitioning from one. This information is critical for continuity of care and helps the health plan understand the patient's current situation. Leaving this section blank can hinder the approval process.

Another mistake is not answering the questions about previous treatment failures or adverse reactions to preferred drugs. This section is essential for establishing the necessity of the requested medication. If the answers are incomplete or missing, it could lead to a denial of the request.

People sometimes fail to check whether documentation is attached. This oversight can lead to delays, as the health plan may require additional information to make a decision. Ensuring that all necessary documents are included can streamline the review process.

Finally, one of the most critical errors is neglecting to sign and date the form. The prescriber’s signature is not just a formality; it attests to the accuracy and necessity of the information provided. Without this signature, the form may not be considered valid, and the request could be rejected outright.

Documents used along the form

When submitting a request for prior authorization through the Metroplus Health Plan form, several other documents may also be required or beneficial for processing the request efficiently. Each of these documents serves a specific purpose in supporting the request and ensuring that all necessary information is provided.

  • NYS Medicaid Prior Authorization Request Form: This form is essential for requesting approval for specific medical services or medications under Medicaid. It includes patient and provider information, as well as details about the requested service or medication.
  • Clinical Documentation: This includes medical records, lab results, and any diagnostic studies that support the medical necessity of the requested treatment. It is critical for demonstrating the need for the service or medication.
  • Medication History: A detailed account of the patient's previous medications, including any adverse reactions or treatment failures, can help justify the need for a non-preferred medication.
  • Prescriber’s Letter of Medical Necessity: This letter outlines the rationale for the requested treatment or medication from the prescribing physician's perspective. It can provide additional context and support for the request.
  • Insurance Verification: A document confirming the patient's current insurance coverage can expedite the authorization process by ensuring that the requested service is within the scope of their benefits.
  • Patient Consent Form: This form is often required to ensure that the patient agrees to the release of their medical information for the authorization process.
  • Expedited Review Request: If the situation is urgent, a separate request for expedited review may be submitted. This document outlines the reasons for needing a faster decision.

Collectively, these documents help create a comprehensive picture of the patient's needs and the justification for the requested services or medications. Properly completing and submitting these forms can facilitate a smoother authorization process with the Metroplus Health Plan.

Similar forms

The Metroplus Health Plan form shares similarities with several other documents used in healthcare and insurance processes. Here are four such documents:

  • NYS Medicaid Prior Authorization Request Form: This form is also used to request approval for specific medical treatments or medications. Like the Metroplus form, it requires detailed patient and provider information, as well as clinical justification for the request.
  • Health Insurance Claim Form (CMS-1500): This document is used to submit claims for medical services provided to patients. Both forms require patient demographics and provider details, ensuring that the insurance company has the necessary information to process claims effectively.
  • Medication Prior Authorization Form: Similar to the Metroplus form, this document is specifically focused on obtaining approval for certain medications before they can be dispensed. It includes sections for patient information, medication details, and clinical rationale, paralleling the structure of the Metroplus form.
  • Patient Medical History Form: This form gathers comprehensive information about a patient's medical background. While it does not focus on authorization, it shares the need for detailed patient information and may be used in conjunction with other forms to support medical necessity.

Dos and Don'ts

When filling out the Metroplus Health Plan form, it’s essential to ensure accuracy and completeness. Here are some important dos and don’ts to keep in mind:

  • Do provide complete and legible information. Make sure every section is filled out clearly.
  • Do double-check the patient's information, including their name, date of birth, and Member ID.
  • Do attach any relevant lab results or supporting documentation that may strengthen the request.
  • Do ensure the prescriber signs the form before submission.
  • Don't leave any sections blank. Missing information can delay the approval process.
  • Don't provide inaccurate or misleading information. This can lead to denial of the request.
  • Don't forget to check if documentation is attached, especially if it supports medical necessity.
  • Don't assume that the health plan has all necessary information without confirming it on the form.

Misconceptions

  • Misconception 1: The form can be filled out by anyone.

    In reality, the form must be completed by the prescriber or an authorized agent. This ensures that the information provided is accurate and meets the necessary medical standards.

  • Misconception 2: All required information is optional.

    This is not the case. Complete and legible information is mandatory for the health plan to process the prior authorization request. Missing details can lead to delays or denials.

  • Misconception 3: Only the patient's information is needed.

    The form requires comprehensive details, including provider information and specific medication details. This holistic approach aids in evaluating the medical necessity of the request.

  • Misconception 4: The health plan will automatically approve all requests.

    Approval is not guaranteed. The health plan may require additional documentation beyond what is provided on the form. Each request is evaluated based on medical necessity and coverage criteria.

Key takeaways

When filling out the Metroplus Health Plan form, there are several important points to keep in mind. Here are ten key takeaways:

  • Complete Information: Ensure that all sections of the form are filled out completely and legibly.
  • Patient Details: Provide accurate patient information, including full name, date of birth, and member ID.
  • Facility Transition: Indicate if the patient is transitioning from a facility, and provide the facility's name if applicable.
  • Provider Information: Include the prescriber’s details, such as name, specialty, and contact information.
  • Medication Details: Specify the medication, its strength, frequency, and quantity, along with the diagnosis code.
  • New vs. Continued Therapy: Clearly indicate whether the medication is new or a continuation of previous therapy.
  • Documented History: Provide any relevant history of treatment failures or adverse reactions to preferred drugs.
  • Supporting Documentation: Attach any necessary lab results or diagnostic studies that support the request.
  • Expedited Review: Check if the request requires an expedited review based on the patient’s needs.
  • Prescriber’s Attestation: The prescriber must sign the form, attesting to the accuracy and necessity of the information provided.

Following these guidelines can help ensure a smoother process when submitting the Metroplus Health Plan form.