Medicare Beneficiary Notices: Ease the Delivery and Documentation Burden - On-Demand

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Medicare Beneficiary Notices: Ease the Delivery and Documentation Burden - On-Demand

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Medicare Beneficiary Notices: Ease the Delivery and Documentation Burden - On-Demand

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Available ON-DEMAND

Presented on:
Thursday, January 11, 2018

Presented by:
Judith L. Kares, JD

Level of Program:

Keeping up with Medicare patient notice requirements for timing, documentation, and beneficiary acknowledgement can feel onerous, but it doesn’t have to be that way. Although each notice has its own set of guidelines and implications, hospitals can develop standard processes that meet the requirements of major Medicare notices while reducing the burden on staff and allowing for transparency with beneficiaries.

During this program, expert speaker Judith L. Kares, JD, will discuss the primary patient notice responsibilities of hospitals and staff while providing guidance on implementing common practices for delivery of notices. She will also discuss consequences of noncompliance, including the impact of notices on billing and reimbursement, particularly where occurrence codes 31 and 32 are concerned.

At the conclusion of this program, participants will be able to:

  • Distinguish the unique circumstances and purposes for providing each of the major Medicare notices
  • Establish applicable time frames for delivery, reporting, and document retention
  • Identify common elements of patient notices (e.g., delivery, signature, documentation) and create similar processes to be followed for each type
  • Identify elements unique to each notice and the related requirements
  • Explain revenue and compliance consequences for failing to meet notification requirements

Who Should Listen?

  • Registration staff
  • Utilization review staff
  • Physician advisors
  • Case management directors, managers, and staff
  • Discharge planners
  • Patient financial services staff
  • Health information management staff
  • Revenue cycle staff
  • Billers
  • Patient access staff
  • Compliance staff


  • Major Medicare notices and related requirements
    • Advance Beneficiary Notice of Noncoverage
    • Medicare Outpatient Observation Notice 
    • Important Message from Medicare
    • Detailed Notice of Discharge
    • Hospital Issued Notices of Noncoverage (HINN)
  • Identification of providers required to provide notices and the persons to whom they must be delivered
    • The role of providers and staff in acute care hospitals, inpatient rehabilitation facilities, inpatient psychiatric facilities, and critical access hospitals 
  • Development of a standard practice for patient notice processes
    • Responsibilities related to delivery face-to-face, over the phone, or by mail 
    • Addressing beneficiary comprehension concerns
    • Timing of delivery
    • Signature requirements, including guidance on beneficiaries who refuse to sign notices
  • Reporting of occurrence codes to confirm delivery of notices and allow facility to bill for services
    • Appropriate application of occurrence code 32 for outpatient claims and occurrence code 31 for inpatient claims
  • Consequences of noncompliance 
    • The impact of failed patient notice delivery and documentation on a facility’s ability to bill Medicare and/or the beneficiary 


  • A chart that summarizes the major notification forms and their related requirements
  • Revenue Cycle Advisor article and white paper

Continuing Education 

American Health Information Management Association (AHIMA)
(Live + On Demand) - This program has been approved for 1.5 continuing education units for use in fulfilling the continuing education requirements of the American Health Information Management Association (AHIMA). Granting prior approval from AHIMA does not constitute endorsement of the program content or its program sponsor. (Ability to claim CEU’s for this webinar expires on: 1/10/2019)

Commission for Case Manager Certification (CCMC)
This program has been submitted to The Commission for Case Manager Certification for approval to provide board certified case managers with 1.5 clock hour(s).

Meet the Speaker

Judith L. Kares, JD

Judith L. Kares, JD, is an expert in Medicare rules and regulations and is an instructor for HCPro's Medicare Boot Camp—Hospital Version®. She spent a number of years in private law practice, representing hospitals and other healthcare clients, and then served as in-house legal counsel for two large third-party payers. For the past 20 years, she has continued to provide legal and related compliance services on a consulting basis. These services include development of strategic compliance programs; establishment of baseline risk assessments; creation of appropriate compliance documents (e.g., codes of conduct, corporate policies and procedures); creation of reporting mechanisms; development of training and communication plans, including related materials; compliance reviews and audits; research and advice regarding specific risk areas; and development of corrective action plans.

Webinar system requirements and program materials: 
To fully benefit from the webinar experience, please note you will need a computer equipped with the following:

Browser: Microsoft Internet Explorer 6 or later, Firefox, Chrome, or Safari, with JavaScript enabled 
Internet: 56K or faster Internet connection (high-speed connection recommended) 
Streaming: for audio/video streaming, Adobe Flash plug-in or Safari browser on iOS devices 

Prior to the webinar, you will receive an email with detailed system requirements, your login information, presentation slides, and other materials that you can print and distribute to all attendees at your location. 

No problem. The On-Demand version is now available. Use it as a training tool at your convenience—whenever your new or existing staff need a refresher or need to understand a new concept. Play it once or dozens of times. A $259 value! 

Participation in the webinar is just $259 per site. All materials must be retrieved from the Internet. 

Call your customer service representative toll-free 800-650-6787 or email if you have questions.