Define the clinical question
Identify the service, level of care, procedure, treatment, continued stay, or coverage determination under review.
Our physicians integrate applicable regulatory requirements, coverage policies, recognized decision-support criteria and patient-specific clinical judgment.
Coverage framework, payer, jurisdiction, service type, contract and clinical circumstances can all affect which resources are controlling or relevant.
Structured clinical decision support for medical necessity, level of care and continued stay.
Used when authorized by the client programEvidence-based criteria used by many organizations for level-of-care and service review.
Used when authorized by the client programCMS national and Medicare Administrative Contractor local coverage determinations.
Explore NCD/LCD →CMS hospital admission principles relevant to Medicare Part A patient-status review.
Explore Two-Midnight →Current CMS procedure-status requirements incorporated into procedural admission review.
Explore procedure status →Client-specific coverage requirements for procedures, tests, therapies and technologies.
Explore plan policies →Authoritative society guidance and clinical evidence for specialized questions.
Explore specialty guidance →See how we combine coverage framework, criteria, evidence and individual clinical circumstances.
View our process →A defensible utilization-management determination connects the clinical question to the governing framework, material facts, clinical trajectory, physician judgment, and a clearly documented rationale.
Identify the service, level of care, continued stay, transition, or coverage issue requiring physician determination.
Consider applicable plan benefits, contract requirements, CMS rules, NCD/LCD, medical policy, and authorized clinical review criteria.
Assess severity, treatment intensity, diagnostics, comorbidities, functional status, response to treatment, and clinically relevant risk.
Review what was known at the decision point and whether the patient is improving, deteriorating, or still requiring skilled intervention.
Criteria and policies inform the review; the physician integrates them with the individual clinical circumstances documented in the record.
State the supported outcome—such as approval, denial, level-of-care recommendation, continued stay, transition, or escalation—with a concise clinical rationale.
Discuss ongoing coverage, overflow reviews, appeals, or a customized UM program.
Coverage requirements establish the governing framework. Criteria structure the analysis. Evidence and the complete clinical course inform the review. Physician judgment integrates those elements into a patient-specific determination.
Identify the service, level of care, procedure, treatment, continued stay, or coverage determination under review.
Confirm applicable benefit requirements, Medicare authority when relevant, payer medical policy, delegated requirements, and other controlling coverage provisions.
Use authorized clinical decision-support criteria to structure severity, service-intensity, level-of-care, or continued-stay analysis when required.
Consider specialty recommendations, drug compendia, FDA labeling, or other appropriate evidence when material to the review question.
Evaluate presentation, severity, treatment, response, complications, functional status, trajectory, and disposition.
Integrate the governing framework with the patient's complete documented clinical circumstances.
State the determination clearly and identify the material clinical facts and requirements supporting it.