Medicare Scheduled and Unscheduled MDS Assessment Schedule for SNFs (cont.)

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2 2.5 2-8 Except for the OBRA admission assessment, assessments must be completed within 14 days after the ARD of the assessment. Completion requirements are dependent on the assessment type and timing requirements. Completion specifics by assessment type are discussed in Section 2.6 for OBRA assessments and Section 2.9 for Medicare assessments. 2 2.5 2-13 Observation (Look Back) Period is the time period over which the resident s condition or status is captured by the MDS assessment. When the resident is first admitted to the nursing home, the RN assessment coordinator and the IDT will agree on this period for the Admission assessment by setting the ARD. For subsequent assessments, the observation period for a particular assessment for a particular resident will be chosen based upon the regulatory requirements concerning timing and the ARDs of previous assessments. Most MDS items themselves require an observation period, such as 7 or 14 days, depending on the item. Since a day begins at 12:00 a.m. and ends at 11:59 p.m., the observation period must also cover this time period. When completing the MDS, only those occurrences during the look back period will be captured. In other words, if it did not occur during the look back period, it is not coded on the MDS. 2 2.8 2-44 Medicare Scheduled and Unscheduled MDS Schedule for SNFs (cont.) Codes for s Required for Medicare Start of Therapy Other Medicare-required (OMRA) A0310B = 01-07 and/or A0310C = 01 or 03 End of Therapy OMRA A0310B = 01-07 and/or A0310C = 02 or 03 Swing Bed Clinical Change (CCA) A0310B = 01-07 and A0310D = 1 Reference Date (ARD) Can be Set on Any of Following Days 5-7 days after the start of therapy The first day of the first therapy evaluation counts as day 1 Billing Cycle Used by the Business Office Modifies payment rate starting on the date earliest start of the first therapy date evaluation 2 2.8 2-45 Medicare Scheduled and Unscheduled MDS Schedule for SNFs (cont.) Reference September 2010 Page 1

Date (ARD) Can be Set on Any of Following Days N/A N/AMust be set on day of discharge N/A 2 2.9 2-47 06. Medicare-required Readmission/Return Completed when a resident whose SNF stay was being reimbursed by Medicare Part A is hospitalized, discharged return anticipated, and then readmitted returns to the SNF from the hospital within 30 days and continues to require and receive Part A SNF-level care services. Under these conditions, the entry tracking record completed upon return to the SNF will be coded as a reentry with Item A1700 = 2. 2 2.9 2-47 07. Unscheduled s Used for PPS Start of Therapy (SOT) OMRA May not replace a scheduled PPS assessment. Must be completed (Item Z0500B) within 14 days after the ARD (completion + 14 days). 2 2.9 2-48 End of Therapy (EOT) OMRA Early assessment penalty does not apply if ARD is set on a day that therapy services would not normally be provided. May not replace a scheduled PPS assessment. Establishes a new non-therapy RUG classification and Medicare payment rate (Item Z0150A), which begins the day after the last day of therapy treatment regardless of day selected for ARD. 2 2.10 2-49 When combining assessments, the more stringent requirements must be met. For example, when a nursing home Start of Therapy OMRA is combined with a 14-Day Medicare-required, the PPS item set must be used. The PPS item set contains all the required items for the 14-Day Medicare-required assessment, whereas the Start of Therapy OMRA item set consists of fewer items, thus the provider would need to complete the PPS item set. The ARD window for the 14-day assessment is days 11-19, therefore, the ARD must be set prior to day 19 to ensure that all required time frames are met. For a September 2010 Page 2

swing bed provider, the swing bed PPS item set would need to be completed. 2 2.10 2-50 Listed below are some of the possible assessment combinations allowed. A provider may choose to combine more than two assessment types when all requirements are met. When entered directly into the software the Thecoding of Item A0310 will provide the item set that the facility is required to complete. For SNFs that use a paper format to collect MDS data, the provider must ensure that the item set selected meets the requirements of all assessments coded in Item A0310 (see Section 2.15). 2 2.10 2-50 PPS Scheduled and Start of Therapy OMRA ARD (Item A2300) must be set within the ARD window for the Medicare-required scheduled assessment and 5-7 days after the start of therapy (Item O4000A5O0400A5 or O0400B5 or O0400C5, whichever is the earliest date). If both ARD requirements are not met, the assessments may not be combined. 2 2.10 2-50 PPS Scheduled and Start and End of Therapy OMRA ARD (Item A2300) must be set within the window for the Medicare-required scheduled assessment and 5-7 days after the start of therapy (Item O400A5O0400A5 or O0400B5 or O0400C5, whichever is earliest) and 1-3 days after the last day therapy was furnished (Item O0400A6 or O0400B6 or O0400C6, whichever is latest). If all three ARD requirements are not met, the assessments may not be combined. 2 2.10 2-51 Swing Bed Clinical Change and Start of Therapy OMRA IDT determination that a change in the patient s condition constitutes a clinical change and 5-7 days after the start of therapy (Item O400A5O0400A5 or O0400B5 or O0400C5, whichever is earliest) and the assessment must be completed (Item Z0500B) within 14 days after the IDT determination that a change in the patient s condition constitutes a clinical change. If all requirements are not met, the assessments may not be combined. 2 2.11 2-52 The OBRA standards are designated by the reason September 2010 Page 3

selected in Item A0310A, Federal OBRA Reason for, and Item A0130F, Entry/Discharge Reporting and are required for all residents. The Medicare standards are designated by the reason selected in Item A0310B, PPS, and Item A0310C, PPS Other Medicare Required - OMRA and are required for resident s whose stay is covered by Medicare Part A. 2 2.12 2-57 Start of Therapy OMRA and OBRA Admission ARD (Item A2300) must be set on day 14 or earlier of the stay and 5-7 days after the start of therapy (Item QO0400A5 or QO04500B5 or QO04500C5, whichever is the earliest date). Start of Therapy OMRA and OBRA Quarterly ARD (Item A2300) must be set 5-7 days after the start of therapy (Item QO0400A5 or QO04500B5 or QO04500C5, whichever is the earliest date) and meet the requirements for an OBRA Quarterly assessment as described in Section 2.6. Start of Therapy OMRA and Annual ARD (Item A2300) must be set 5-7 days after the start of therapy (Item O400A5O0400A5 or O0400B5 or O0400C5) and meet the requirements for an OBRA Annual assessment as described in Section 2.6. Start of Therapy OMRA and Significant Change in Status determination that criteria are met for a Significant Change in Status assessment and 5-7 days after the start of therapy (Item QO0400A5 or QO04500B5 or QO04500C5, whichever is the earliest date). 2 2-12 2-58 Start of Therapy OMRA and Significant Correction to Prior Comprehensive ARD (Item A2300) must be set within 14 days after determination that an uncorrected major error in a September 2010 Page 4

comprehensive assessment has occurred and 5-7 days after the start of therapy (Item QO0400A5 or QO04500B5 or QO04500C5, whichever is the earliest date). Start of Therapy OMRA and Discharge ARD (Item A2300) must be set on day of discharge (Item A2000) and the date of discharge falls within 5-7 days after the start of therapy (Item QO0400A5 or QO04500B5 or QO04500C5, whichever is the earliest date). 2 2-12 2-59 End of Therapy OMRA and Significant Change in Status determination that the criteria are met for a Significant Change in Status assessment and 1-3 days after the end of therapy (QO0400A6 or QO04500B6 or QO04500C6, whichever is the latest date). 2 2-12 2-60 End of Therapy OMRA and Significant Correction to Prior Comprehensive determination that an uncorrected major error in the prior comprehensive assessment has occurred and 1-3 days after the end of therapy (Item QO0400A6 or QO04500B6 or QO04500C6, whichever is the latest date). Start and End of Therapy OMRA and OBRA Admission ARD (Item A2300) must be set on day 14 or earlier of the stay and 5-7 days after the start of therapy (Item O4000A5O0400A5 or O0400B5 or O0400C5, whichever is earliest) and 1-3 days after the last day therapy was furnished (Item O0400A6 or O0400B6 or O0400C6, whichever is the latest). 2 2-12 2-61 Start and End of Therapy OMRA and OBRA Quarterly ARD (Item A2300) must be 5-7 days after the start of therapy (Item O4000A5O0400A5 or O0400B5 or O0400C5, whichever is earliest) and 1-3 days after the September 2010 Page 5

last day therapy was furnished (Item O0400A6 or O0400B6 or O0400C6, whichever is the latest) and meet the requirements for OBRA Quarterly assessment as described in Section 2.6. 2 2-12 2-61 & 2-62 Start and End of Therapy OMRA and Significant Change in Status ARD (A2300) must be set within 14 days after the determination that the criteria are met for a Significant Change in Status assessment and 5-7 days after the start of therapy (Item O0400A5 or O0400B5 or O0400C5, whichever is earliest) and 1-3 days after the end of therapy (QO0400A6 or QO04500B6 or QO04500C6, whichever is the latest date). Start and End of Therapy OMRA and Significant Correction to Prior Comprehensive determination that an uncorrected major error in the prior comprehensive assessment has occurred and 5-7 days after the start of therapy (Item O0400A5 or O0400B5 or O0400C5, whichever is earliest) and 1-3 days after the end of therapy (Item QO0400A6 or QO04500B6 or QO04500C6, whichever is the latest date). Start and End of Therapy OMRA and Discharge ARD (Item A2300) must be set on the day of discharge (Item A2000) and the date of discharge falls within 5-7 days after the start of therapy (Item O4000A5O0400A5 or O0400B5 or O0400C5, whichever is earliest) and 1-3 days after the last day therapy was furnished (Item O0400A6 or O0400B6 or O0400C6). 2 2.13 2-63 Short Stay If the beneficiary dies, is discharged from the SNF, or discharged from Part A level of care on or before the eighth day of covered SNF stay, the resident may be a candidate for the short stay policy. The short stay policy allows the assignment into a Rehabilitation Plus Extensive Services or Rehabilitation category when a resident received rehabilitation therapy and was not able to have received 5 days of therapy due to discharge from Medicare Part A. See Chapter 6, Section 6.4 for greater September 2010 Page 6

detail. 2 2.13 2-63 & 2-64 Resident is Admitted to an Acute Care Facility and Returns If a Medicare Part A resident is admitted to an acute care facility and later returns to the SNF (even if the acute stay facility is less than 24 hours and/or not over midnight) to resume Part A coverage, the Medicare assessment schedule is restarted. The type of entry on the Entry Tracking record (as described in Section 2.6) completed by the provider determines whether a Medicare-required 5-day or a Medicare Readmission/Return assessment should be completed. 2 2.13 2-66 Missed PPS If the SNF fails to set the ARD prior to the end of the last day of the ARD window, including grace days, and the resident was already discharged from Medicare Part A when this is discovered, the provider cannot complete an assessment for SNF PPS purposes and the days cannot be billed to Part A. An existing OBRA assessment (except a stand-alone discharge assessment) in the QIES ASAP system when specific circumstances are met may be used to bill for some Part A days. See chapter 6, Section 6.8 for greater detail. September 2010 Page 7