Important Message from Medicare – Answers to Pending Questions

You have questions, we have answers.

EDITOR’S NOTE: On Jan. 24, RACmonitor published a special bulletin authored by Dr. Hirsch on the manual changes to the instructions for the delivery of the Important Message from Medicare (IM). There were several outstanding questions which Dr. Hirsch responds and shares with readers.

First, I have to say I so appreciate the staff at the Centers for Medicare & Medicaid Services (CMS) who work in the beneficiary notice division. They address my questions quickly, although occasionally they answer with that special language that CMS uses that makes you stop and think twice about what they are trying to say.

Now here are the key answers to my questions (paraphrased for clarity).

Question- Does there need to be a discharge order in the chart for the BFCC-QIO to accept the appeal?

Answer- No, there does not need to be a discharge order in the chart when the patient requests an appeal, but the notes should indicate the patient is stable for discharge.

Question- We are required to deliver a second copy of the IM if more than two calendar days have passed since the first issuance. That follow-up copy does not require a signature. Is it sufficient to simply make a copy of the original IM and hand that to the patient, noting in the record that it was provided to the patient?

Answer- You must retain a copy of the follow-up IM that was provided to the patient with a notation on the copy of the date that it was delivered, such as in the Additional Information section. The patient does not need to sign this follow-up copy. It is only if you deliver a “new” IM as the follow-up copy that the patient must sign and date it. In that case, of course, you must retain a copy of this IM.

Question- If you deliver the original or follow-up copy on the day of discharge, we still have to offer four hours for the patient to think about appealing. Are we required to keep the patient four hours before allowing them to leave?

Answer- No, if the patient agrees to the discharge, they do not have to stay the full four hours. You should note that four hours was offered to the patient.

Question- When delivering to a representative via telephone, that person often requests that their copy be left at the bedside and they will retrieve it at the next visit. Is this adequate for delivery to the representative?

Answer- No, if you have to deliver the IM to a representative who is not present, even if you call and verbally explain it, you must still send them a copy via USPS, FedEx, UPS, secure fax or email, and get proof of delivery. You can leave a copy by the bedside but that alone is not enough.

(I wonder… if the representative sends you a selfie of them picking up the copy at the bedside would that be acceptable?)

Question- Patients have until midnight to file a timely appeal but hospital staff trained in delivery of HINNs are not in the hospital at midnight. What do we do?

Answer- If the patient has not appealed when the appropriate staff is close to going home, a completed HINN 12 may be delivered to the patient indicating financial liability will begin the next calendar day. If the patient subsequently files an appeal before midnight, that HINN 12 will be invalid, and liability cannot be shifted to the patient. In that case, the QIO will contact the hospital, request delivery of the DND to the patient, request records, and so on. If the patient appeals after midnight, the appeal is considered untimely. The QIO will accept the appeal and review it. If the QIO rules in favor of the hospital, the patient liability will begin as indicated on the HINN 12.

Programming Note: Listen to Dr. Hirsch every Monday as he makes his rounds on Monitor Mondays at 10 Eastern, sponsored by R1 RCM.

Facebook
Twitter
LinkedIn

Ronald Hirsch, MD, FACP, ACPA-C, CHCQM, CHRI

Ronald Hirsch, MD, is vice president of the Regulations and Education Group at R1 Physician Advisory Services. Dr. Hirsch’s career in medicine includes many clinical leadership roles at healthcare organizations ranging from acute-care hospitals and home health agencies to long-term care facilities and group medical practices. In addition to serving as a medical director of case management and medical necessity reviewer throughout his career, Dr. Hirsch has delivered numerous peer lectures on case management best practices and is a published author on the topic. He is a member of the Credentials Council and Government Affairs Committee of the American College of Physician Advisors, on the advisory board of the National Association of Healthcare Revenue Integrity, a member of the American Case Management Association, and a Fellow of the American College of Physicians. Dr. Hirsch is a member of the RACmonitor editorial board and is regular panelist on Monitor Mondays. The opinions expressed are those of the author and do not necessarily reflect the views, policies, or opinions of R1 RCM, Inc. or R1 Physician Advisory Services (R1 PAS).

Related Stories

Leave a Reply

Please log in to your account to comment on this article.

Featured Webcasts

Mastering OB GYN Coding Accuracy: Precision Coding for Compliance and Reimbursement

Gain clarity and confidence in OB‑GYN coding with this expert‑led webcast featuring Stacey Shillito, CDIP, CPMA, CCS, CCS‑P, CPEDC, COPC. You’ll learn how to apply global maternity package rules accurately, select the right CPT codes for procedures and visits, and identify documentation gaps that lead to denials. With practical guidance and real examples, this session helps you strengthen compliance, reduce audit risk, and ensure accurate reimbursement for women’s health services.

May 14, 2026

2026 ICD-10-CM/PCS Coding Clinic Update Webcast Series

Uncover essential coding insights with nationally recognized coding authority Kay Piper, RHIA, CDIP, CCS. Through ICD10monitor’s interactive, on‑demand webcast series, Kay walks you through the AHA’s 2026 ICD‑10‑CM/PCS Quarterly Coding Clinics, translating each update into practical, easy‑to‑apply guidance designed to sharpen precision, ensure compliance, and strengthen day‑to‑day decision‑making. Available shortly after each official release.

April 13, 2026

2026 ICD-10-CM/PCS Coding Clinic Update: Fourth Quarter

Uncover critical guidance on the ICD-10-CM/PCS code updates. Kay Piper reviews and explains ICD-10-CM/PCS coding guidelines in the AHA’s fourth quarter 2026 ICD-10-CM/PCS Coding Clinic in an easy to access on-demand webcast.

December 14, 2026

2026 ICD-10-CM/PCS Coding Clinic Update: Third Quarter

Uncover critical guidance on the ICD-10-CM/PCS code updates. Kay Piper reviews and explains ICD-10-CM/PCS coding guidelines in the AHA’s third quarter 2026 ICD-10-CM/PCS Coding Clinic in an easy to access on-demand webcast.

October 12, 2026

Trending News

Featured Webcasts

Compliance for the Inpatient Psychiatric Facility (IPF-PPS): Minimizing Federal Audit Findings by Strengthening Best Practices

Federal auditors are intensifying their focus on inpatient psychiatric facilities, using advanced data analytics to spotlight outliers and pursue high‑dollar repayments. In this high‑impact webcast, Michael Calahan, PA, MBA, Compliance Officer and V.P., Hospital & Physician Compliance, breaks down what regulators are really targeting in IPF-PPS admissions, documentation, treatment and discharge planning. Attendees will learn practical steps to tighten processes, avoid common audit triggers and protect reimbursement and reduce the risk of multimillion-dollar repayment demands.

April 9, 2026

Mastering MDM for Accurate Professional Fee Coding

In this timely session, Stacey Shillito, CDIP, CPMA, CCS, CCS-P, CPEDC, COPC, breaks down the complexities of Medical Decision Making (MDM) documentation so providers can confidently capture the true complexity of their care. Attendees will learn practical, efficient strategies to ensure documentation aligns with current E/M guidelines, supports accurate coding, and reduces audit risk, all without adding to charting time.

March 31, 2026

The PEPPER Returns – Risk and Opportunity at Your Fingertips

Join Ronald Hirsch, MD, FACP, CHCQM for The PEPPER Returns – Risk and Opportunity at Your Fingertips, a practical webcast that demystifies the PEPPER and shows you how to turn complex claims data into actionable insights. Dr. Hirsch will explain how to interpret key measures, identify compliance risks, uncover missed revenue opportunities, and understand new updates in the PEPPER, all to help your organization stay ahead of audits and use this powerful data proactively.

March 19, 2026

Top 10 Audit Targets for 2026-2027 for Hospitals & Physicians: Protect Your Revenue

Stay ahead of the 2026-2027 audit surge with “Top 10 Audit Targets for 2026-2027 for Hospitals & Physicians: Protect Your Revenue,” a high-impact webcast led by Michael Calahan, PA, MBA. This concise session gives hospitals and physicians clear insight into the most likely federal audit targets, such as E/M services, split/shared and critical care, observation and admissions, device credits, and Two-Midnight Rule changes, and shows how to tighten documentation, coding, and internal processes to reduce denials, recoupments, and penalties. Attendees walk away with practical best practices to protect revenue, strengthen compliance, and better prepare their teams for inevitable audits.

January 29, 2026

Trending News

Happy National Doctor’s Day! Learn how to get a complimentary webcast on ‘Decoding Social Admissions’ as a token of our heartfelt appreciation! Click here to learn more →

BLOOM INTO SAVINGS! Get 25% OFF during our spring sale through March 27. Use code SPRING26 at checkout to claim this offer.

CYBER WEEK IS HERE! Don’t miss your chance to get 20% off now until Dec. 1 with code CYBER25

CYBER WEEK IS HERE! Don’t miss your chance to get 20% off now until Dec. 2 with code CYBER24