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Clinical Criteria & Guidelines

Utilization Management Clinical Review Framework

Our physicians integrate applicable regulatory requirements, coverage policies, recognized decision-support criteria and patient-specific clinical judgment.

Criteria organize the review. Evidence informs the review. Physician judgment makes the determination. Physician judgment operates within the governing coverage framework and integrates authorized decision-support criteria, relevant evidence, and the complete patient-specific clinical record.

The right standard depends on the case

Coverage framework, payer, jurisdiction, service type, contract and clinical circumstances can all affect which resources are controlling or relevant.

Licensed Clinical Decision-Support Criteria

Structured clinical decision support for medical necessity, level of care and continued stay.

Used when authorized by the client program

Authorized Clinical Review Criteria

Evidence-based criteria used by many organizations for level-of-care and service review.

Used when authorized by the client program

NCD & LCD

CMS national and Medicare Administrative Contractor local coverage determinations.

Explore NCD/LCD →

Two-Midnight Framework

CMS hospital admission principles relevant to Medicare Part A patient-status review.

Explore Two-Midnight →

Procedure Status / IPO

Current CMS procedure-status requirements incorporated into procedural admission review.

Explore procedure status →

Health Plan Policies

Client-specific coverage requirements for procedures, tests, therapies and technologies.

Explore plan policies →

Specialty Guidelines

Authoritative society guidance and clinical evidence for specialized questions.

Explore specialty guidance →

Medical Necessity Process

See how we combine coverage framework, criteria, evidence and individual clinical circumstances.

View our process →
Important: Proprietary clinical decision-support criteria are used only when appropriately licensed or authorized. Product-specific criteria are not reproduced on this website.
PHYSICIAN REVIEW WORKFLOW

How a physician review is built

A defensible utilization-management determination connects the clinical question to the governing framework, material facts, clinical trajectory, physician judgment, and a clearly documented rationale.

01 · CLINICAL QUESTION

Define the review question

Identify the service, level of care, continued stay, transition, or coverage issue requiring physician determination.

02 · GOVERNING FRAMEWORK

Identify the controlling requirements

Consider applicable plan benefits, contract requirements, CMS rules, NCD/LCD, medical policy, and authorized clinical review criteria.

03 · MATERIAL FACTS

Establish the clinical facts

Assess severity, treatment intensity, diagnostics, comorbidities, functional status, response to treatment, and clinically relevant risk.

04 · CLINICAL TRAJECTORY

Evaluate what changed

Review what was known at the decision point and whether the patient is improving, deteriorating, or still requiring skilled intervention.

05 · PHYSICIAN JUDGMENT

Apply patient-specific clinical judgment

Criteria and policies inform the review; the physician integrates them with the individual clinical circumstances documented in the record.

06 · DETERMINATION

Document the determination

State the supported outcome—such as approval, denial, level-of-care recommendation, continued stay, transition, or escalation—with a concise clinical rationale.

The diagnosis alone does not determine medical necessity. The determination follows the governing coverage framework, material clinical facts, intensity of services, clinical trajectory, and the patient’s individual circumstances.

Need physician review capacity?

Discuss ongoing coverage, overflow reviews, appeals, or a customized UM program.

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THE REVIEW PATHWAY

From the clinical question to a documented physician rationale.

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.

01

Define the clinical question

Identify the service, level of care, procedure, treatment, continued stay, or coverage determination under review.

02

Identify governing authority

Confirm applicable benefit requirements, Medicare authority when relevant, payer medical policy, delegated requirements, and other controlling coverage provisions.

03

Apply appropriate criteria

Use authorized clinical decision-support criteria to structure severity, service-intensity, level-of-care, or continued-stay analysis when required.

04

Add relevant evidence

Consider specialty recommendations, drug compendia, FDA labeling, or other appropriate evidence when material to the review question.

05

Reconstruct the clinical course

Evaluate presentation, severity, treatment, response, complications, functional status, trajectory, and disposition.

06

Apply physician judgment

Integrate the governing framework with the patient's complete documented clinical circumstances.

07

Document the rationale

State the determination clearly and identify the material clinical facts and requirements supporting it.