[Federal Register Volume 90, Number 82 (Wednesday, April 30, 2025)]
[Proposed Rules]
[Pages 18494-18531]
From the Federal Register Online via the Government Publishing Office [www.gpo.gov]
[FR Doc No: 2025-06298]



[[Page 18493]]

Vol. 90

Wednesday,

No. 82

April 30, 2025

Part III





Department of Health and Human Services





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Centers for Medicare & Medicaid Services





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42 CFR Part 412





Medicare Program; FY 2026 Inpatient Psychiatric Facilities Prospective 
Payment System--Rate Update; Proposed Rule

Federal Register / Vol. 90 , No. 82 / Wednesday, April 30, 2025 / 
Proposed Rules

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DEPARTMENT OF HEALTH AND HUMAN SERVICES

Centers for Medicare & Medicaid Services

42 CFR Part 412

[CMS-1831-P]
RIN 0938-AV46


Medicare Program; FY 2026 Inpatient Psychiatric Facilities 
Prospective Payment System--Rate Update

AGENCY: Centers for Medicare & Medicaid Services (CMS), Department of 
Health and Human Services (HHS).

ACTION: Proposed rule.

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SUMMARY: This rulemaking proposes to update the prospective payment 
rates, the outlier threshold, and the wage index for Medicare inpatient 
hospital services provided by Inpatient Psychiatric Facilities (IPFs), 
which include psychiatric hospitals and excluded psychiatric units of 
an acute care hospital or critical access hospital. This rulemaking 
also proposes to revise the payment adjustment factors for teaching 
status and for IPFs located in rural areas. These proposed changes 
would be effective for IPF discharges occurring during the fiscal year 
beginning October 1, 2025 through September 30, 2026. We are proposing 
to make changes to measures used in the Inpatient Psychiatric 
Facilities Quality Reporting (IPFQR) Program, to update and codify the 
Extraordinary Circumstances Exception policy, and to solicit feedback 
through requests for information on future changes to the IPFQR 
Program.

DATES: To be assured consideration, comments must be received at one of 
the addresses provided below, by June 10, 2025.

ADDRESSES: In commenting, please refer to file code CMS-1831-P.
    Comments, including mass comment submissions, must be submitted in 
one of the following three ways (please choose only one of the ways 
listed):
    1. Electronically. You may submit electronic comments on this 
regulation to http://www.regulations.gov. Follow the ``Submit a 
comment'' instructions.
    2. By regular mail. You may mail written comments to the following 
address ONLY: Centers for Medicare & Medicaid Services, Department of 
Health and Human Services, Attention: CMS-1831-P, P.O. Box 8010, 
Baltimore, MD 21244-8010.
    Please allow sufficient time for mailed comments to be received 
before the close of the comment period.
    3. By express or overnight mail. You may send written comments to 
the following address ONLY: Centers for Medicare & Medicaid Services, 
Department of Health and Human Services, Attention: CMS-1831-P, Mail 
Stop C4-26-05, 7500 Security Boulevard, Baltimore, MD 21244-1850.
    For information on viewing public comments, see the beginning of 
the SUPPLEMENTARY INFORMATION section.

FOR FURTHER INFORMATION CONTACT: 
    The IPF Payment Policy mailbox at [email protected] for 
general information.
    Nick Brock (410) 786-5148, for information regarding the inpatient 
psychiatric facilities prospective payment system (IPF PPS) and 
regulatory impact analysis.
    Kaleigh Emerson, [email protected], for information 
regarding the inpatient psychiatric facilities quality reporting 
(IPFQR) program.

SUPPLEMENTARY INFORMATION: 
    Inspection of Public Comments: All comments received before the 
close of the comment period are available for viewing by the public, 
including any personally identifiable or confidential business 
information that is included in a comment. We post all comments 
received before the close of the comment period on the following 
website as soon as possible after they have been received: https://www.regulations.gov. Follow the search instructions on that website to 
view public comments. CMS will not post on Regulations.gov public 
comments that make threats to individuals or institutions or suggest 
that the commenter will take actions to harm an individual. CMS 
continues to encourage individuals not to submit duplicative comments. 
We will post acceptable comments from multiple unique commenters even 
if the content is identical or nearly identical to other comments.
    Plain Language Summary: In accordance with 5 U.S.C. 553(b)(4), a 
plain language summary of this rule may be found at https://www.regulations.gov/.
    Deregulation Request for Information (RFI): On January 31, 2025, 
President Trump issued Executive Order (E.O.) 14192 ``Unleashing 
Prosperity Through Deregulation,'' which states the Administration 
policy to significantly reduce the private expenditures required to 
comply with Federal regulations to secure America's economic prosperity 
and national security and the highest possible quality of life for each 
citizen. We would like public input on approaches and opportunities to 
streamline regulations and reduce administrative burdens on providers, 
suppliers, beneficiaries, and other interested parties participating in 
the Medicare program. CMS has made available an RFI at https://www.cms.gov/medicare-regulatory-relief-rfi. Please submit all comments 
in response to this RFI through the provided weblink.

Availability of Certain Tables Exclusively Through the Internet on the 
CMS Website

    Addendum A to this proposed rule summarizes the fiscal year (FY) 
2026 IPF PPS payment rates, outlier threshold, cost of living 
adjustment factors (COLA) for Alaska and Hawaii, national and upper 
limit cost-to-charge ratios, and adjustment factors. In addition, 
Addendum B to this proposed rule shows the complete listing of ICD-10 
Clinical Modification (CM) and Procedure Coding System (PCS) codes, the 
FY 2026 IPF PPS comorbidity adjustment, and electroconvulsive therapy 
(ECT) procedure codes. Addenda A and B to this proposed rule are 
available on the CMS website at https://www.cms.gov/medicare/payment/prospective-payment-systems/inpatient-psychiatric-facility/tools-and-worksheets.
    Tables setting forth the FY 2026 Wage Index for Urban Areas Based 
on Core Based Statistical Area (CBSA) Labor Market Areas, the FY 2026 
Wage Index Based on CBSA Labor Market Areas for Rural Areas, and the FY 
2026 CBSA Labor Market Areas are available exclusively through the 
internet, on the CMS website at https://www.cms.gov/medicare/payment/prospective-payment-systems/inpatient-psychiatric-facility/wage-index.

I. Executive Summary

A. Purpose

    This proposed rule would update the prospective payment rates, the 
outlier threshold, and the wage index for Medicare inpatient hospital 
services provided by Inpatient Psychiatric Facilities (IPFs) for 
discharges occurring during fiscal year (FY) 2026, (beginning October 
1, 2025 through September 30, 2026). This rule includes a proposal to 
revise the payment adjustment factors for teaching status and for IPFs 
located in rural areas. Lastly, this proposed rule would update a 
quality measure, remove four quality measures, and update and codify 
the Extraordinary Circumstances Exception (ECE) policy under the 
Inpatient Psychiatric Facilities Quality Reporting (IPFQR) Program.

[[Page 18495]]

B. Summary of the Major Provisions

1. Inpatient Psychiatric Facilities Prospective Payment System (IPF 
PPS)
    For the IPF PPS, we propose to:
     Revise the facility-level IPF PPS adjustment factors for 
teaching status and for IPFs located in rural areas.
     Make technical rate setting updates: The IPF PPS payment 
rates will be adjusted annually for input price inflation, as well as 
statutory and other policy factors.
    This rule proposes to update:
    ++ The IPF PPS Federal per diem base rate from $876.53 to $891.99.
    ++ The IPF PPS Federal per diem base rate for providers who failed 
to report quality data to $874.57.
    ++ The electroconvulsive therapy (ECT) payment per treatment from 
$661.52 to $673.19.
    ++ The ECT payment per treatment for providers who failed to report 
quality data to $660.04.
    ++ The labor-related share from 78.8 percent to 78.9 percent.
    ++ The wage index budget neutrality factor to 1.0011. This proposed 
rule would apply a refinement standardization factor of 0.9927.
    ++ The fixed dollar loss threshold amount from $38,110 to $39,360, 
to maintain estimated outlier payments at 2 percent of total estimated 
aggregate IPF PPS payments.
2. Inpatient Psychiatric Facilities Quality Reporting (IPFQR) Program
    For the Inpatient Psychiatric Facilities Quality Reporting (IPFQR) 
Program, we propose to modify the reporting period of the 30-Day Risk-
Standardized All Cause Emergency Department (ED) Visit Following an IPF 
Discharge measure, to remove the COVID-19 Vaccination Coverage Among 
Healthcare Personnel (HCP) measure, to remove the Facility Commitment 
to Health Equity measure, to remove the Screening for Social Drivers of 
Health and Screen Positive Rate for Social Drivers of Health measures, 
and to update and codify changes to the Extraordinary Circumstances 
Exception (ECE) policy. In addition, we are soliciting feedback on 
three topics through requests for information on a potential future 
star rating system for IPFs, future measures for the IPFQR Program, and 
on using the Fast Healthcare Interoperability Resources[supreg] 
(FHIR[supreg]) standard for electronic exchange of healthcare 
information for patient assessment reporting.

C. Summary of Impacts

------------------------------------------------------------------------
                                              Total transfers & cost
         Provision description                      reductions
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FY 2026 IPF PPS payment update.........  The overall economic impact of
                                          this proposed rule is an
                                          estimated $70 million in
                                          increased payments to IPFs
                                          during FY 2026.
IPFQR Program update, including measure  We estimate a cost reduction of
 removals.                                $1,746,474 ($1,731,712 in
                                          CY2026 and a further $14,761
                                          in CY 2027) for facilities and
                                          patients due to the policies
                                          we are proposing for the IPFQR
                                          Program.
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II. Background

A. Overview of the Legislative Requirements of the IPF PPS

    Section 124 of the Medicare, Medicaid, and State Children's Health 
Insurance Program Balanced Budget Refinement Act of 1999 (BBRA) (Pub. 
L. 106-113) required the establishment and implementation of an IPF PPS 
in a budget neutral manner. Specifically, section 124 of the BBRA 
mandated that the Secretary of Health and Human Services (the 
Secretary) develop a per diem prospective payment system (PPS) for 
inpatient hospital services furnished in psychiatric hospitals and 
excluded psychiatric units including an adequate patient classification 
system that reflects the differences in patient resource use and costs 
among psychiatric hospitals and excluded psychiatric units. ``Excluded 
psychiatric unit'' means a psychiatric unit of an acute care hospital 
or of a Critical Access Hospital (CAH), which is excluded from payment 
under the Inpatient Prospective Payment System (IPPS) or CAH payment 
system, respectively. These excluded psychiatric units will be paid 
under the IPF PPS.
    Section 405(g)(2) of the Medicare Prescription Drug, Improvement, 
and Modernization Act of 2003 (MMA) (Pub. L. 108-173) extended the IPF 
PPS to psychiatric distinct part units of CAHs.
    Sections 3401(f) and 10322 of the Patient Protection and Affordable 
Care Act (Pub. L. 111-148) as amended by section 10319(e) of that Act 
and by section 1105(d) of the Health Care and Education Reconciliation 
Act of 2010 (Pub. L. 111-152) (hereafter referred to jointly as ``the 
Affordable Care Act'') added subsection (s) to section 1886 of the 
Social Security Act (the Act).
    Section 1886(s)(1) of the Act titled ``Reference to Establishment 
and Implementation of System,'' refers to section 124 of the BBRA, 
which relates to the establishment of the IPF PPS.
    Section 1886(s)(2)(A)(i) of the Act requires the application of the 
productivity adjustment described in section 1886(b)(3)(B)(xi)(II) of 
the Act to the IPF PPS for the rate year (RY) beginning in 2012 (that 
is, a RY that coincides with a FY) and each subsequent RY.
    Section 1886(s)(2)(A)(ii) of the Act required the application of an 
``other adjustment'' that reduced any update to an IPF PPS base rate by 
a percentage point amount specified in section 1886(s)(3) of the Act 
for the RY beginning in 2010 through the RY beginning in 2019. As noted 
in the FY 2020 IPF PPS final rule (84 FR 38424), for the RY beginning 
in 2019, section 1886(s)(3)(E) of the Act required that the other 
adjustment reduction be equal to 0.75 percentage point; that was the 
final year the statute required the application of this adjustment. 
Because FY 2021 was a RY beginning in 2020, FY 2021 was the first year 
that section 1886(s)(2)(A)(ii) of the Act did not apply since its 
enactment.
    Sections 1886(s)(4)(A) through (D) of the Act require that for RY 
2014 and each subsequent RY, IPFs that fail to report required quality 
data with respect to such a RY will have their annual update to a 
standard Federal rate for discharges reduced by 2.0 percentage points. 
This may result in an annual update being less than 0.0 for a RY, and 
may result in payment rates for the upcoming RY being less than such 
payment rates for the preceding RY. Any reduction for failure to report 
required quality data will apply only to the RY involved, and the 
Secretary will not consider such reduction in computing the payment 
amount for a subsequent RY. Additional information about the specifics 
of the current IPFQR Program is available in the FY 2020 IPF PPS final 
rule (84 FR 38459 through 38468).
    Section 4125 of the Consolidated Appropriations Act, 2023 (CAA, 
2023) (Pub. L. 117-328), which amended section 1886(s) of the Act, 
requires CMS to revise the Medicare prospective payment system for 
psychiatric hospitals and psychiatric units. Specifically, section 
4125(a) of the CAA,

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2023 added section 1886(s)(5)(A) of the Act to require the Secretary to 
collect data and information, as the Secretary determines appropriate, 
to revise payments under the IPF PPS. CMS discussed this data 
collection in the FY 2024 IPF PPS final rule (88 FR 51054), as CMS was 
required to begin collecting this data and information not later than 
October 1, 2023. As discussed in that rule, the agency has already been 
collecting data and information consistent with the types set forth in 
the CAA, 2023 as part of our extensive and years-long analyses and 
consideration of potential payment system refinements. We refer readers 
to the FY 2024 IPF PPS final rule (88 FR 51095 through 51098) where we 
discussed existing data collection and requested information to inform 
future IPF PPS revisions.
    In addition, section 1886(s)(5)(D) of the Act, as added by section 
4125(a) of the CAA, 2023 required that the Secretary implement 
revisions to the methodology for determining the payment rates under 
the IPF PPS for psychiatric hospitals and psychiatric units, effective 
for RY 2025 (FY 2025). Section 1886(s)(5)(D) of the Act provided that 
these revisions may be based on a review of the data and information 
collected under section 1886(s)(5)(A) of the Act. For a detailed 
discussion on the revisions implemented for FY 2025, we refer readers 
to the FY 2025 IPF PPS final rule (89 FR 64590 through 64636).
    Section 4125(b) of the CAA, 2023 amended section 1886(s)(4) of the 
Act by inserting a new subparagraph (E)--and redesignating the existing 
subparagraph (E) as subparagraph (F)--which requires IPFs participating 
in the IPFQR Program to collect and submit to the Secretary 
standardized patient assessment data, using a standardized patient 
assessment instrument, for RY 2028 (FY 2028) and each subsequent rate 
year. IPFs must submit such data with respect to at least the admission 
and discharge of an individual, or more frequently as the Secretary 
determines appropriate. For IPFs to meet this new data collection and 
reporting requirement for RY 2028 and each subsequent rate year, the 
Secretary must implement a standardized patient assessment instrument 
that collects data with respect to the following categories: functional 
status; cognitive function and mental status; special services, 
treatments, and interventions; medical conditions and comorbidities; 
impairments; and other categories as determined appropriate by the 
Secretary. This patient assessment instrument must enable comparison of 
such patient assessment data that IPFs submit across all such IPFs to 
which such data are applicable.
    Section 4125(b) of the CAA, 2023 further amended section 1886(s) of 
the Act by adding a new subparagraph (6) that requires the Secretary to 
implement revisions to the methodology for determining the payment 
rates for psychiatric hospitals and psychiatric units (that is, payment 
rates under the IPF PPS), effective for RY 2031 (FY 2031), as the 
Secretary determines to be appropriate, to take into account the 
patient assessment data described in paragraph (4)(E)(ii).
    To implement and periodically update the IPF PPS, we have published 
various proposed and final rules and notices in the Federal Register. 
For more information regarding these documents, we refer readers to the 
CMS website at https://www.cms.gov/Medicare/Medicare-Fee-for-Service-Payment/InpatientPsychFacilPPS/index.html?redirect=/
InpatientPsychFacilPPS/.

B. Overview of the IPF PPS

    We issued the rate year (RY) 2005 IPF PPS final rule which appeared 
in the November 15, 2004 Federal Register (69 FR 66922). The RY 2005 
IPF PPS final rule established the IPF PPS, as required by section 124 
of the BBRA and codified at 42 CFR part 412, subpart N. The RY 2005 IPF 
PPS final rule set forth the Federal per diem base rate for the 
implementation year (the 18-month period from January 1, 2005 through 
June 30, 2006) and provided payment for the inpatient operating and 
capital costs to IPFs for covered psychiatric services they furnish 
(that is, routine, ancillary, and capital costs, but not costs of 
approved educational activities, bad debts, and other services or items 
that are outside the scope of the IPF PPS). Covered psychiatric 
services include services for which benefits are provided under the 
fee-for-service Part A (Hospital Insurance Program) of the Medicare 
program.
    The IPF PPS established the Federal per diem base rate for each 
patient day in an IPF derived from the national average daily routine 
operating, ancillary, and capital costs in IPFs in FY 2002. The average 
per diem cost was updated to the midpoint of the first year under the 
IPF PPS, standardized to account for the overall positive effects of 
the IPF PPS payment adjustments, and adjusted for budget neutrality.
    The Federal per diem payment under the IPF PPS is comprised of the 
Federal per diem base rate described previously and certain patient- 
and facility-level payment adjustments for characteristics that were 
found in the regression analysis to be associated with statistically 
significant per diem cost differences, with statistical significance 
defined as p less than 0.05. A complete discussion of the regression 
analysis that established the IPF PPS adjustment factors can be found 
in the RY 2005 IPF PPS final rule (69 FR 66933 through 66936).
    The patient-level adjustments include age, Diagnosis-Related Group 
(DRG) assignment, and comorbidities, as well as adjustments to reflect 
higher per diem costs at the beginning of a patient's IPF stay and 
lower costs for later days of the stay. Facility-level adjustments 
include adjustments for the IPF's wage index, rural location, teaching 
status, a cost-of-living adjustment for IPFs located in Alaska and 
Hawaii, and an adjustment for the presence of a qualifying emergency 
department (ED).
    The IPF PPS provides additional payment policies for outlier cases, 
interrupted stays, and a per treatment payment for patients who undergo 
ECT. During the IPF PPS mandatory 3-year transition period, stop-loss 
payments were also provided; however, since the transition ended as of 
January 1, 2008, these payments are no longer available.

C. Annual Requirements for Updating the IPF PPS

    Section 124 of the BBRA did not specify an annual rate update 
strategy for the IPF PPS and was broadly written to give the Secretary 
discretion in establishing an update methodology. Therefore, in the RY 
2005 IPF PPS final rule, we implemented the IPF PPS using the following 
update strategy:
     Calculate the final Federal per diem base rate to be 
budget neutral for the 18-month period of January 1, 2005 through June 
30, 2006.
     Use a July 1 through June 30 annual update cycle.
     Allow the IPF PPS first update to be effective for 
discharges on or after July 1, 2006 through June 30, 2007.
    The RY 2005 final rule (69 FR 66922) implemented the IPF PPS. In 
developing the IPF PPS, and to ensure that the IPF PPS can account 
adequately for each IPF's case-mix, we performed an extensive 
regression analysis of the relationship between the per diem costs and 
certain patient and facility characteristics to determine those 
characteristics associated with statistically significant cost 
differences on a per diem basis. That regression analysis is described 
in detail in our RY 2004 IPF proposed rule (68 FR 66923; 66928 through 
66933) and our RY 2005 IPF final rule (69 FR 66933 through 66960). For 
characteristics with

[[Page 18497]]

statistically significant cost differences, we used the regression 
coefficients of those variables to determine the size of the 
corresponding payment adjustments.
    In the RY 2005 IPF final rule, we explained the reasons for 
delaying an update to the adjustment factors, derived from the 
regression analysis, including waiting until we have IPF PPS data that 
yields as much information as possible regarding the patient-level 
characteristics of the population that each IPF serves. We indicated 
that we did not intend to update the regression analysis and the 
patient-level and facility-level adjustments until we complete that 
analysis. Until that analysis is complete, we stated our intention to 
publish a notice in the Federal Register each spring to update the IPF 
PPS (69 FR 66966).
    We issued a final rule which appeared in the May 6, 2011 Federal 
Register titled, ``Inpatient Psychiatric Facilities Prospective Payment 
System--Update for Rate Year Beginning July 1, 2011 (RY 2012)'' (76 FR 
26432), which changed the payment rate update period to a RY that 
coincides with a FY update. Therefore, final rules are now published in 
the Federal Register in the summer to be effective on October 1st of 
each year. When proposing changes in IPF payment policy, a proposed 
rule is issued in the spring, and the final rule in the summer to be 
effective on October 1st. For a detailed list of updates to the IPF 
PPS, we refer readers to our regulations at 42 CFR 412.428. Beginning 
October 1, 2012, we finalized that we would refer to the 12-month 
period from October 1 through September 30 as a ``fiscal year'' (FY) 
rather than a RY (76 FR 26435). Therefore, in this proposed rule we 
refer to rules that took effect after RY 2012 by the FY, rather than 
the RY, in which they took effect.
    The most recent IPF PPS annual update, the FY 2025 IPF PPS final 
rule (89 FR 64582), appeared in the Federal Register on August 7, 2024. 
The FY 2025 IPF PPS final rule updated the patient-level adjustments 
and the Emergency Department adjustment as well as increased the ECT 
per treatment payment amount for FY 2025, in accordance with section 
1886(s)(5)(D)(i) of the Act. That final rule also updated the IPF PPS 
Federal per diem base rates that were published in the FY 2024 IPF PPS 
final rule (88 FR 51054). In revising the IPF PPS patient-level 
adjustment factors, and to ensure that the IPF PPS can account 
adequately for each IPF's case-mix, we performed an extensive 
regression analysis of the relationship between the per diem costs and 
patient characteristics to determine those characteristics associated 
with statistically significant cost differences on a per diem basis. 
That regression analysis is described in detail in our FY 2025 IPF PPS 
proposed rule (89 FR 23154 through 23161) and our FY 2025 IPF PPS final 
rule (89 FR 64594 through 64601). For characteristics with 
statistically significant cost differences, we used the regression 
coefficients of those variables to determine the size of the 
corresponding payment adjustments.
    As required by section 1886(s)(5)(D)(iii) of the Act, revisions to 
the IPF PPS payment rates implemented pursuant to section 
1886(s)(5)(D)(i) of the Act must be budget neutral. Therefore, we 
finalized a refinement standardization factor for the FY 2025 IPF PPS 
payment rates to maintain budget neutrality for FY 2025. The 
application of the FY 2025 standardization factor is described in 
detail in our FY 2025 IPF PPS proposed rule (89 FR 23194) and our FY 
2025 IPF PPS final rule (89 FR 64640 and 64641).

III. Provisions of the FY 2026 IPF PPS Proposed Rule

A. Proposed FY 2026 Market Basket Increase and Productivity Adjustment 
for the IPF PPS

1. Background
    Originally, the input price index used to develop the IPF PPS was 
the Excluded Hospital with Capital market basket. This market basket 
was based on 1997 Medicare cost reports for Medicare-participating 
inpatient rehabilitation facilities (IRFs), IPFs, long-term care 
hospitals (LTCHs), cancer hospitals, and children's hospitals. Although 
``market basket'' technically describes the mix of goods and services 
used in providing health care at a given point in time, this term is 
also commonly used to denote the input price index (that is, cost 
category weights and price proxies) derived from that market basket. 
Accordingly, the term ``market basket,'' as used in this document, 
refers to an input price index.
    Since the IPF PPS inception, the market basket used to update IPF 
PPS payments has been rebased and revised to reflect more recent data 
on IPF cost structures. We last rebased and revised the IPF market 
basket in the FY 2024 IPF PPS rule, where we adopted a 2021-based IPF 
market basket, using Medicare cost report data for both Medicare 
participating freestanding psychiatric hospitals and psychiatric units. 
We refer readers to the FY 2024 IPF PPS final rule for a detailed 
discussion of the 2021-based IPF market basket and its development (88 
FR 51057 through 51081). Prior to the 2021-based IPF market basket, we 
used the 2016-based IPF market basket which was adopted in the FY 2020 
IPF PPS final rule (84 FR 38426 through 38447). References to the 
historical market baskets used to update IPF PPS payments prior to the 
FY 2020 IPF PPS rule are listed in the FY 2016 IPF PPS final rule (80 
FR 46656).
2. Proposed FY 2026 IPF Market Basket Update
    For FY 2026 (beginning October 1, 2025 and ending September 30, 
2026), we are proposing to update the IPF PPS payments by a market 
basket increase factor, with a productivity adjustment as required by 
section 1886(s)(2)(A)(i) of the Act. Consistent with historical 
practice, we are proposing to estimate the market basket update for the 
IPF PPS based on the most recent forecast available at the time of 
rulemaking from IHS Global Inc. (IGI). IGI is a nationally recognized 
economic and financial forecasting firm with which CMS contracts to 
forecast the components of the market baskets and productivity 
adjustment. For this proposed rule, based on IGI's fourth quarter 2024 
forecast with historical data through the third quarter of 2024, the 
proposed 2021-based IPF market basket increase factor for FY 2026 is 
3.2 percent.
    Section 1886(s)(2)(A)(i) of the Act requires that, after 
establishing the increase factor for a FY, the Secretary shall reduce 
such increase factor for FY 2012 and each subsequent FY, by the 
productivity adjustment described in section 1886(b)(3)(B)(xi)(II) of 
the Act. Section 1886(b)(3)(B)(xi)(II) of the Act sets forth the 
definition of this productivity adjustment. The statute defines the 
productivity adjustment to be equal to the 10-year moving average of 
changes in annual economy-wide, private nonfarm business multifactor 
productivity (MFP) (as projected by the Secretary for the 10-year 
period ending with the applicable FY, year, cost reporting period, or 
other annual period) (the ``productivity adjustment''). The United 
States Department of Labor's Bureau of Labor Statistics (BLS) publishes 
the official measures of productivity for the United States economy. We 
note that previously the productivity measure referenced in section 
1886(b)(3)(B)(xi)(II) of the Act was published by BLS as private 
nonfarm business MFP. Beginning with the November 18, 2021 release of 
productivity data, BLS replaced the term ``multifactor productivity'' 
with ``total factor productivity'' (TFP). BLS noted that this is a 
change in

[[Page 18498]]

terminology only and will not affect the data or methodology. As a 
result of the BLS name change, the productivity measure referenced in 
section 1886(b)(3)(B)(xi)(II) of the Act is now published by BLS as 
private nonfarm business TFP. However, as mentioned previously, the 
data and methods are unchanged. We refer readers to www.bls.gov for the 
BLS historical published TFP data. A complete description of IGI's TFP 
projection methodology is available on the CMS website at https://www.cms.gov/data-research/statistics-trends-and-reports/medicare-program-rates-statistics/market-basket-research-and-information. In 
addition, in the FY 2022 IPF PPS final rule (86 FR 42611), we noted 
that effective with FY 2022 and forward, CMS changed the name of this 
adjustment to refer to it as the productivity adjustment rather than 
the MFP adjustment.
    Section 1886(s)(2)(A)(i) of the Act requires the application of the 
productivity adjustment described in section 1886(b)(3)(B)(xi)(II) of 
the Act to the IPF PPS for the RY beginning in 2012 (a RY that 
coincides with a FY) and each subsequent RY. For this FY2026 IPF PPS 
proposed rule, based on IGI's fourth quarter 2024 forecast, the 
proposed productivity adjustment for FY2026 (the 10-year moving average 
of TFP for the period ending FY 2026) is projected to be 0.8 percentage 
point. Accordingly, we are proposing to reduce the proposed 3.2 percent 
IPF market basket increase by this proposed 0.8 percentage point 
productivity adjustment, as mandated by the Act. This results in a 
proposed FY 2026 IPF PPS payment rate update of 2.4 percent (3.2 
percent-0.8 percentage point = 2.4 percent). We are also proposing that 
if more recent data become available, we would use such data, if 
appropriate, to determine the FY 2026 IPF market basket increase and 
productivity adjustment for the final rule.
    We solicit comments on the proposed IPF market basket increase and 
productivity adjustment for FY 2026.
3. Proposed FY 2026 IPF Labor-Related Share
    Due to variations in geographic wage levels and other labor-related 
costs, we believe that payment rates under the IPF PPS should continue 
to be adjusted by a geographic wage index, which would apply to the 
labor-related portion of the Federal per diem base rate (hereafter 
referred to as the ``labor-related share''). The labor-related share is 
determined by identifying the national average proportion of total 
costs that are related to, influenced by, or vary with the local labor 
market. We are proposing to continue to classify a cost category as 
labor-related if the costs are labor-intensive and vary with the local 
labor market.
    Based on our definition of the labor-related share and the cost 
categories in the 2021-based IPF market basket, we are proposing to 
continue to include in the labor-related share the sum of the relative 
importance of Wages and Salaries; Employee Benefits; Professional Fees: 
Labor-Related; Administrative and Facilities Support Services; 
Installation, Maintenance, and Repair Services; All Other: Labor-
Related Services; and a portion of the Capital-Related relative 
importance from the 2021-based IPF market basket. For more details 
regarding the methodology for determining specific cost categories for 
inclusion in the labor-related share based on the 2021-based IPF market 
basket, we refer readers to the FY 2024 IPF PPS final rule (88 FR 51078 
through 51081).
    The relative importance reflects the different rates of price 
change for these cost categories between the base year (FY 2021) and FY 
2026. Based on IGI's fourth quarter 2024 forecast of the 2021-based IPF 
market basket, the sum of the FY 2026 relative importance moving 
average of Wages and Salaries; Employee Benefits; Professional Fees: 
Labor-Related; Administrative and Facilities Support Services; 
Installation, Maintenance, and Repair Services; All Other: Labor-
Related Services is 75.8 percent. We are proposing, consistent with 
prior rulemaking, that the portion of Capital-Related costs that are 
influenced by the local labor market is 46 percent. Since the relative 
importance for Capital-Related costs is 6.7 percent of the 2021-based 
IPF market basket for FY 2026, we are proposing to take 46 percent of 
6.7 percent to determine a labor-related share of Capital-Related costs 
for FY 2026 of 3.1 percent. Therefore, we are proposing a total labor-
related share for FY 2026 of 78.9 percent (the sum of 75.8-percent for 
the labor-related share of operating costs and 3.1 percent for the 
labor-related share of Capital-Related costs). We are also proposing 
that if more recent data become available, we would use such data, if 
appropriate, to determine the FY 2026 labor-related share for the final 
rule. For more information on the labor-related share and its 
calculation, we refer readers to the FY2024 IPF PPS final rule (88 FR 
51078 through 51081).
    Table 1 shows the proposed FY 2026 labor-related share and the 
final FY 2025 labor-related share using the 2021-based IPF market 
basket relative importance.

              Table 1--FY 2026 Proposed IPF Labor-Related Share and FY 2025 IPF Labor-Related Share
----------------------------------------------------------------------------------------------------------------
                                                                                           Relative  importance,
                                                                    Relative  importance,      proposed labor-
                                                                      labor-related share    related share  FY
                                                                         FY 2025 \1\              2026 \2\
----------------------------------------------------------------------------------------------------------------
Wages and Salaries................................................                   53.6                   53.7
Employee Benefits.................................................                   14.1                   14.1
Professional Fees: Labor-Related..................................                    4.7                    4.7
Administrative and Facilities Support Services....................                    0.6                    0.6
Installation, Maintenance and Repair Services.....................                    1.2                    1.2
All Other Labor-Related Services..................................                    1.5                    1.5
                                                                   ---------------------------------------------
    Subtotal......................................................                   75.7                   75.8
----------------------------------------------------------------------------------------------------------------
Labor-related portion of Capital-Related (.46)....................                    3.1                    3.1
                                                                   ---------------------------------------------
        Total Labor-Related Share.................................                   78.8                   78.9
----------------------------------------------------------------------------------------------------------------
\1\ Based on the 2nd quarter 2024 IGI forecast of the 2021-based IPF market basket.
\2\ Based on the 4th quarter 2024 IGI forecast of the 2021-based IPF market basket.


[[Page 18499]]

    We solicit comment on the proposed labor-related share for FY 2026.

B. Proposed Updates to the IPF PPS Rates for FY Beginning October 1, 
2025

    The IPF PPS is based on a standardized Federal per diem base rate 
calculated from the IPF average per diem costs and adjusted for budget 
neutrality in the implementation year. The Federal per diem base rate 
is used as the standard payment per day under the IPF PPS and is 
adjusted by the patient-level and facility-level adjustments that are 
applicable to the IPF stay. A detailed explanation of how we calculated 
the average per diem cost appears in the RY 2005 IPF PPS final rule (69 
FR 66926).
1. Determining the Standardized Budget Neutral Federal Per Diem Base 
Rate
    Section 124(a)(1) and (c) of the BBRA requires that we implement 
the IPF PPS in a budget neutral manner. In other words, the amount of 
total payments under the IPF PPS, including any payment adjustments, 
must be projected to be equal to the amount of total payments that 
would have been made if the IPF PPS were not implemented. Therefore, we 
calculated the budget neutrality factor by setting the total estimated 
IPF PPS payments to be equal to the total estimated payments that would 
have been made under the Tax Equity and Fiscal Responsibility Act of 
1982 (TEFRA) (Pub. L. 97-248) methodology had the IPF PPS not been 
implemented. A step-by-step description of the methodology used to 
estimate payments under the TEFRA payment system appears in the RY 2005 
IPF PPS final rule (69 FR 66926).
    Under the IPF PPS methodology, we calculated the final Federal per 
diem base rate to be budget neutral during the IPF PPS implementation 
period (that is, the 18-month period from January 1, 2005, through June 
30, 2006) using a July 1 update cycle. We updated the average cost per 
day to the midpoint of the IPF PPS implementation period (October 1, 
2005), and this amount was used in the payment model to establish the 
budget neutrality adjustment.
    Next, we standardized the IPF PPS Federal per diem base rate to 
account for the overall positive effects of the IPF PPS payment 
adjustment factors by dividing total estimated payments under the TEFRA 
payment system by estimated payments under the IPF PPS. The information 
concerning this standardization can be found in the RY 2005 IPF PPS 
final rule (69 FR 66932) and the RY 2006 IPF PPS final rule (71 FR 
27045). We then reduced the standardized Federal per diem base rate to 
account for the outlier policy, the stop loss provision, and 
anticipated behavioral changes. A complete discussion of how we 
calculated each component of the budget neutrality adjustment appears 
in the RY 2005 IPF PPS final rule (69 FR 66932 and 66933) and in the RY 
2007 IPF PPS final rule (71 FR 27044 through 27046). The final 
standardized budget neutral Federal per diem base rate established for 
cost reporting periods beginning on or after January 1, 2005 was 
calculated to be $575.95.
    The Federal per diem base rate has been updated in accordance with 
applicable statutory requirements and 42 CFR 412.428 through 
publication of annual notices or proposed and final rules. A detailed 
discussion on the standardized budget neutral Federal per diem base 
rate and the ECT payment per treatment appears in the FY 2014 IPF PPS 
update notice (78 FR 46738 through 46740). These documents are 
available on the CMS website at https://www.cms.gov/Medicare/Medicare-Fee-for-Service-Payment/InpatientPsychFacilPPS/index.html.
    As discussed in sections III.D.3.5 and III.D.6 of this proposed 
rule, we are proposing to revise the facility-level adjustment factors 
for FY 2026 pursuant to section 1886(s)(5)(D)(i) of the Act. Section 
1886(s)(5)(D)(iii) of the Act requires that revisions to IPF payment 
rates implemented pursuant to section 1886(s)(5)(D)(i) of the Act must 
be made budget-neutrally. Therefore, as discussed in section III.D.9 of 
this proposed rule, we are proposing to apply a standardization factor 
to the FY 2026 base rate that takes these refinements of facility-level 
adjustments into account to keep total IPF PPS payments budget neutral.
2. Determining the Electroconvulsive Therapy (ECT) Payment per 
Treatment
    In the RY 2005 IPF PPS final rule (69 FR 66951), we analyzed the 
costs of IPF stays that included ECT treatment using the FY 2002 
Medicare Provider and Analysis Review (MedPAR) data based on comments 
we received on the RY 2005 IPF PPS proposed rule. Consistent with the 
comments we received about ECT, our analysis and review indicated that 
cases with ECT treatment are substantially more costly than cases 
without ECT treatment. Based on this analysis, in that final rule we 
finalized an additional payment for each ECT treatment furnished during 
the IPF stay. This ECT payment per treatment is made in addition to the 
per diem and outlier payments under the IPF PPS. To receive the payment 
per ECT treatment, IPFs must indicate on their claims the revenue code 
and procedure code for ECT (Rev Code 901; procedure code 90870) and the 
number of units of ECT, that is, the number of ECT treatments the 
patient received during the IPF stay.
    To establish the ECT per treatment payment, we used the pre-scaled 
and pre-adjusted median cost for procedure code 90870 developed for the 
Hospital Outpatient Prospective Payment System (OPPS), based on 
hospital claims data. We explained in the RY 2005 IPF PPS final rule 
that we used OPPS data because after a careful review and analysis of 
IPF claims, we were unable to separate out the cost of a single ECT 
treatment (69 FR 66922). We used the unadjusted hospital claims data 
under the OPPS because we did not want the ECT payment under the IPF 
PPS to be affected by factors that are relevant to OPPS, but not 
specifically applicable to IPFs. The median cost was then standardized 
and adjusted for budget neutrality. We also adjusted the ECT rate for 
wage differences in the same manner that we adjust the per diem rate.
    Since the ECT payment rate was established in the RY 2005 IPF PPS 
rule, it has been updated annually by application of each year's market 
basket, productivity adjustment, and wage index budget neutrality 
factor to the previous year's ECT payment rate (referred to as our 
``standard methodology'' in this section).
    We last updated the ECT payment amount per treatment for FY 2025. 
As we explained in the FY 2025 IPF PPS proposed rule (89 FR 23146), we 
analyzed recent data from both the IPF PPS and the OPPS. Findings 
revealed that costs for IPF stays involving ECT were significantly more 
costly than stays without ECT, with cost driven primarily by longer 
stays and higher ancillary expenses. These IPF stays with ECT 
treatment, which accounted for only 1.7 percent of all IPF stays in 
2022 (down from 6.0 percent in 2002), were approximately three times 
more costly than IPF stays without ECT treatment. We noted that on 
average, IPF stays with ECT cost $44,687.50 compared to $15,432.30 for 
IPF stays without ECT treatment in 2022, with notable increases in per-
day costs and ancillary expenses. While our standard payment update 
methodologies would have resulted in only minor adjustments, the 
analysis indicated that the updates to the ECT payment rates since 2005 
had not kept pace with rising costs.
    To address this, we finalized a new ECT payment calculation based 
on the pre-scaled and pre-adjusted CY 2024 OPPS geometric mean cost, 
adjusted by the market basket update and wage index budget neutrality 
factor. We

[[Page 18500]]

stated that the change to the ECT per treatment amount aligned payments 
more closely with the actual cost of providing ECT. We noted that the 
increase to the ECT per treatment amount would be associated with a 
minor decrease to the IPF per diem base rate as a result of the 
refinement standardization factor, and it would increase payments to 
facilities providing ECT. A complete discussion of the final FY 2025 
ECT payment per treatment can be found in the FY 2025 IPF PPS final 
rule (89 FR 64591 through 64593).
3. Proposed Update of the Federal Per Diem Base Rate and 
Electroconvulsive Therapy Payment per Treatment
    The current (FY 2025) Federal per diem base rate is $876.53 and the 
ECT payment per treatment is $661.52. For the proposed FY 2026 Federal 
per diem base rate, we are proposing to apply the proposed of 2.4 
percent IPF market basket update (that is, the proposed 2021-based IPF 
market basket percentage increase for FY 2026 of 3.2 percent reduced by 
the proposed productivity adjustment of 0.8 percentage point), the 
proposed wage index budget neutrality factor of 1.0011 (as discussed in 
section III.D.4.c of this proposed rule), and the proposed refinement 
standardization factor of 0.9927 (as discussed in section III.D.9 of 
this proposed rule) to the FY 2025 Federal per diem base rate of 
$876.53, yielding a proposed Federal per diem base rate of $891.99 for 
FY 2026. We are proposing to apply the proposed 2.4 percent IPF market 
basket update, the proposed 1.0011 wage index budget neutrality factor, 
and the proposed 0.9927 refinement standardization factor to the final 
FY 2025 ECT payment per treatment of $661.52, yielding a proposed ECT 
payment per treatment of $673.19 for FY 2026.
    Section 1886(s)(4)(A)(i) of the Act requires that for RY 2014 and 
each subsequent RY, in the case of an IPF that fails to report required 
quality data with respect to such RY, the Secretary will reduce any 
annual update to a standard Federal rate for discharges during the RY 
by 2.0 percentage points. Therefore, we applied a 2.0 percentage point 
reduction to the proposed annual update to the Federal per diem base 
rate and the proposed ECT payment per treatment as follows:
     For IPFs that fail to report required data under the IPFQR 
Program, we would apply a proposed 0.4 percent IPF market basket update 
for FY 2026--that is, the proposed IPF market basket increase for FY 
2026 of 3.2 percent reduced by the proposed productivity adjustment of 
0.8 percentage point for an update of 2.4 percent, and further reduced 
by 2.0 percentage points in accordance with section 1886(s)(4)(A)(i) of 
the Act. We also propose to apply the refinement standardization factor 
of 0.9927 and the wage index budget neutrality factor of 1.0011 to the 
FY 2025 Federal per diem base rate of $876.53, yielding a proposed 
Federal per diem base rate of $874.57 for FY 2026.
     For IPFs that fail to report required data under the IPFQR 
Program, we would apply the proposed 0.4 percent annual IPF market 
basket update, the proposed 0.9927 refinement standardization factor, 
and the proposed 1.0011 wage index budget neutrality factor to the FY 
2025 ECT payment per treatment of $661.52, yielding a proposed ECT 
payment per treatment of $660.04 for FY 2026.

C. Proposed Updates to the IPF PPS Patient-Level Adjustment Factors

1. Overview of the IPF PPS Adjustment Factors
    The IPF PPS payment adjustment factors were originally derived from 
a regression analysis of 100 percent of the FY 2002 MedPAR data file, 
which contained 483,038 cases. For a more detailed description of the 
data file used for this regression analysis, we refer readers to the RY 
2005 IPF PPS final rule (69 FR 66935 and 66936).
    In FY 2025, we implemented revisions to the methodology for 
determining payment rates under the IPF PPS, as required by section 
1886(s)(5)(D) of the Act. We developed the current (FY 2025) adjustment 
factors based on a regression analysis of IPF cost and claims data. The 
primary sources of this analysis were CY 2019 through 2021 MedPAR files 
and Medicare cost report data (CMS Form 2552-10, OMB No. 0938-0050) 
from the FY 2019 through 2021 Hospital Cost Report Information System 
(HCRIS). For a more detailed description of the data files used for 
this regression analysis, we refer readers to the FY 2025 IPF PPS final 
rule (89 FR 64593 through 64601).
    For FY 2026, we propose to use the existing regression-derived 
patient-level adjustment factors established for FY 2025. We are not 
proposing any changes to the patient-level adjustment factors for FY 
2026; however, we have used more recent claims data to simulate 
payments to finalize the outlier fixed dollar loss threshold amount and 
to assess the impact of the IPF PPS updates.
2. Proposed IPF PPS Patient-Level Adjustments
    The IPF PPS includes payment adjustments for the following patient-
level characteristics: Medicare Severity Diagnosis Related Groups (MS-
DRGs) assignment of the patient's principal diagnosis, selected 
comorbidities, patient age, and the variable per diem adjustments.
a. Proposed Update to MS-DRG Assignment
    We believe it is important to maintain for IPFs the same diagnostic 
coding and DRG classification used under the IPPS for providing 
psychiatric care. For this reason, when the IPF PPS was implemented for 
cost reporting periods beginning on or after January 1, 2005, we 
adopted the same diagnostic code set (ICD-9 Clinical Modification (CM)) 
and DRG patient classification system (MS-DRGs) that were utilized at 
the time under the IPPS. In the RY 2009 IPF PPS notice (73 FR 25709), 
we discussed CMS's effort to better recognize resource use and the 
severity of illness among patients. CMS adopted the new MS-DRGs for the 
IPPS in the FY 2008 IPPS final rule with comment period (72 FR 47130). 
In the RY 2009 IPF PPS notice (73 FR 25716), we provided a crosswalk to 
reflect changes that were made under the IPF PPS to adopt the new MS-
DRGs. For a detailed description of the mapping changes from the 
original DRG adjustment categories to the current MS-DRG adjustment 
categories, we refer readers to the RY 2009 IPF PPS notice (73 FR 
25714).
    The IPF PPS includes payment adjustments for designated psychiatric 
DRGs assigned to the claim based on the patient's principal diagnosis. 
The DRG adjustment factors were expressed relative to the most 
frequently reported psychiatric DRG in FY 2002, that is, DRG 430 
(psychoses). The coefficient values and adjustment factors were derived 
from the regression analysis discussed in detail in the RY 2004 IPF 
proposed rule (68 FR 66923; 66928 through 66933) and the RY 2005 IPF 
final rule (69 FR 66933 through 66960). Mapping the DRGs to the MS-DRGs 
resulted in 17 IPF MS-DRGs, instead of the original 15 DRGs, for which 
the IPF PPS provides an adjustment.
    In the FY 2015 IPF PPS final rule (79 FR 45945 through 45947), we 
finalized conversions of the ICD-9-CM-based MS-DRGs to ICD-10-CM/
Procedure Coding System (PCS)-based MS-DRGs, which were implemented on 
October 1, 2015. Further information on the ICD-10-CM/PCS MS-DRG 
conversion project can be found on the CMS ICD-

[[Page 18501]]

10-CM website at https://www.cms.gov/medicare/coding-billing/icd-10-codes/icd-10-ms-drg-conversion-project.
    In the FY 2025 IPF PPS final rule (89 FR 64602 through 64606), we 
revised the payment adjustments for designated psychiatric DRGs 
assigned to the claim based on the patient's principal diagnosis, 
following our longstanding policy of using the ICD-10-CM/PCS-based MS-
DRG system. In that final rule, we identified 19 DRGs for which the IPF 
PPS adjusts payment. In addition, we implemented a sub-regulatory 
process to adopt routine coding updates that incorporate new or revised 
codes with an April 1 effective date (89 FR 64602 and 64603).
    For FY 2026, we propose to continue making the existing payment 
adjustments for psychiatric diagnoses that group to one of the existing 
19 IPF MS-DRGs listed in Addendum A. Addendum A is available on our 
website at https://www.cms.gov/Medicare/Medicare-Fee-forService-Payment/InpatientPsychFacilPPS/tools.html. Psychiatric principal 
diagnoses that do not group to one of the 19 designated MS-DRGs would 
still receive the Federal per diem base rate and all other applicable 
adjustments, but the payment would not include an MS-DRG adjustment.
    The diagnoses for each IPF MS-DRG will be updated as of October 1, 
2025, using the final IPPS FY 2026 ICD-10-CM/PCS code sets. The FY 2026 
IPPS/LTCH PPS final rule will include tables of the changes to the ICD-
10-CM/PCS code sets that underlie the proposed FY 2026 IPF MS-DRGs. 
Both the FY 2026 IPPS/LTCH PPS final rule and the tables of final 
changes to the ICD-10-CM/PCS code sets, which underlie the FY 2026 MS-
DRGs, will be available on the CMS IPPS website at https://www.cms.gov/medicare/payment/prospective-payment-systems/acute-inpatient-pps.
    Additionally, as discussed in the ICD-10-CM Official Guidelines for 
Coding and Reporting, certain conditions have both an underlying 
etiology and multiple body system manifestations due to the underlying 
etiology. For such conditions, the ICD-10-CM has a coding convention 
that requires the underlying condition be sequenced first, followed by 
the manifestation. Wherever such a combination exists, there is a ``use 
additional code'' note at the etiology code, and a ``code first'' note 
at the manifestation code. These instructional notes indicate the 
proper sequencing order of the codes (etiology followed by 
manifestation). In accordance with the ICD-10-CM Official Guidelines 
for Coding and Reporting, when a primary (psychiatric) diagnosis code 
has a code first note, the provider will follow the instructions in the 
ICD-10-CM Tabular List. The submitted claim goes through the CMS 
processing system, which will identify the principal diagnosis code as 
non-psychiatric and search the secondary codes for a psychiatric code 
to assign a DRG code for adjustment. The system will continue to search 
the secondary codes for those that are appropriate for comorbidity 
adjustment. For more information on the code first policy, we refer 
readers to the RY 2005 IPF PPS final rule (69 FR 66945). We also refer 
readers to sections I.A.13 and I.B.7 of the FY 2020 ICD-10-CM Coding 
Guidelines, which is available at https://www.cdc.gov/nchs/data/icd/10cmguidelinesFY2020_final.pdf. In the FY 2015 IPF PPS final rule, we 
provided a code first table for reference that highlights the same or 
similar manifestation codes where the code first instructions apply in 
ICD-10-CM that were present in ICD-10-CM (79 FR 46009).
    As discussed in the FY 2025 IPF PPS final rule (89 FR 64602 and 
64603), we adopted a sub-regulatory approach to handle the coding 
updates, rather than discussing coding updates in the Federal Register 
during regulatory updates prior to implementation. This approach 
mirrors the approach taken by the IPPS, allows for flexibility in the 
ICD-10 code update process for the IPF PPS, and reduces the lead time 
for making routine coding updates to the IPF PPS code first list, 
comorbidities, and ECT coding categories. The proposed FY 2026 Code 
First table is shown in Addendum B on the CMS website at https://www.cms.gov/Medicare/Medicare-Fee-forServicePayment/InpatientPsychFacilPPS/tools.html.
b. Proposed Payment for Comorbid Conditions
    The intent of the comorbidity adjustments is to recognize the 
increased costs associated with active comorbid conditions by providing 
additional payments for certain existing medical or psychiatric 
conditions that are expensive to treat.
    Comorbidities are specific patient conditions that are secondary to 
the patient's principal diagnosis and that require active treatment 
during the stay. Diagnoses that relate to an earlier episode of care 
and have no bearing on the current hospital stay are excluded and must 
not be reported on IPF claims. Comorbid conditions must exist at the 
time of admission or develop subsequently, and affect the treatment 
received, length of stay (LOS), or both treatment and LOS.
    For each claim, an IPF may receive only one comorbidity adjustment 
within a comorbidity category, but it may receive an adjustment for 
more than one comorbidity category. Current billing instructions for 
discharge claims, on or after October 1, 2015, require IPFs to enter 
the complete ICD-10-CM codes for up to 24 additional diagnoses if they 
co-exist at the time of admission, or develop subsequently and impact 
the treatment provided.
    The IPF PPS comorbidity adjustments were originally determined 
based on the regression analysis using the diagnoses reported by IPFs 
in FY 2002. The principal diagnoses were used to establish the DRG 
adjustments and were not accounted for in establishing the comorbidity 
category adjustments, except where ICD-9-CM code first instructions 
applied. In a code first situation, the submitted claim goes through 
the CMS processing system, which identifies the principal diagnosis 
code as non-psychiatric and searches the secondary codes for a 
psychiatric code to assign an MS-DRG code for adjustment. The system 
continues to search the secondary codes for those that are appropriate 
for a comorbidity adjustment.
    In FY 2025, we revised the comorbidity adjustment factors based on 
the results of the 2019 through 2021 regression analysis described in 
the FY 2025 IPF PPS final rule (89 FR 64606 through 64612). In 
addition, we made additions and changes to the comorbidity categories 
for which we adjust payment based on our analysis of ICD-10-CM codes 
currently included in each category as well as public comments received 
in response to the FY 2022 and FY 2023 IPF PPS proposed rules. 
Specifically, we removed 3 existing comorbidity categories, revised 2 
existing comorbidity categories, and added 1 new comorbidity category. 
We finalized 15 comorbidity categories for FY 2025. For FY 2026, we 
propose to use the same comorbidity adjustment factors in effect in FY 
2025. The proposed FY 2026 comorbidity adjustment factors are found in 
Addendum A, available on the CMS website at https://www.cms.gov/Medicare/Medicare-Fee-for-ServicePayment/InpatientPsychFacilPPS/tools.html.
    As noted previously, it is our policy to maintain the same 
diagnostic coding set for IPFs that is used under the IPPS for 
providing the same psychiatric care. In the FY 2015 IPF PPS final rule 
(79 FR 45947 through 45955), the comorbidity categories formerly 
defined using ICD-

[[Page 18502]]

9-CM codes were converted to ICD-10-CM/PCS. The goal for converting the 
comorbidity categories is referred to as replication, meaning that the 
payment adjustment for a given patient encounter is the same after ICD-
10-CM implementation as it would be if the same record had been coded 
in ICD-9-CM and submitted prior to ICD-10-CM/PCS implementation on 
October 1, 2015. All conversion efforts were made with the intent of 
achieving this goal.
    As previously discussed in section III.C.2.a of this proposed rule, 
in the FY 2025 IPF PPS final rule (89 FR 64602 and 64603) we adopted an 
April 1 implementation date for ICD-10-CM diagnosis and ICD-10-PCS 
procedure code updates, in addition to the annual October 1 update, 
beginning with April 1, 2025 for the IPF PPS. Coding updates related to 
the IPF PPS comorbidity categories are adopted following a sub-
regulatory process as finalized in the FY 2025 IPF PPS final rule (89 
FR 64602 and 64603). For April 1, 2025, we added two ICD-10-PCS 
procedure codes to the Oncology Treatment Procedures list.
    The proposed FY 2026 comorbidity codes are shown in Addenda B, 
available on the CMS website at https://www.cms.gov/Medicare/Medicare-Fee-for-ServicePayment/InpatientPsychFacilPPS/tools.html.
c. Proposed Patient Age Adjustments
    As explained in the RY 2005 IPF PPS final rule (69 FR 66922), we 
analyzed the impact of age on per diem cost by examining the age 
variable (range of ages) for payment adjustments. In general, we found 
that the cost per day increases with age. The older age groups are 
costlier than the under 45 age group, the differences in per diem cost 
increase for each successive age group, and the differences are 
statistically significant. In FY 2025, we adopted revised patient age 
adjustments derived from the regression model using a blended set of 
2019 through 2021 data (89 FR 64612 and 64613). For FY 2026, we propose 
to use the patient age adjustments currently in effect for FY 2025, as 
shown in Addendum A of this proposed rule (see https://www.cms.gov/Medicare/Medicare-Fee-for-ServicePayment/InpatientPsychFacilPPS/tools.html).
d. Proposed Variable Per Diem Adjustments
    We explained in the RY 2005 IPF PPS final rule (69 FR 66946) that 
the regression analysis indicated that per diem cost declines as the 
LOS increases. The variable per diem adjustments to the Federal per 
diem base rate account for ancillary and administrative costs that 
occur disproportionately in the first days after admission to an IPF. 
As discussed in the RY 2005 IPF PPS final rule, where a complete 
discussion of the variable per diem adjustments can be found, we used a 
regression analysis to estimate the average differences in per diem 
cost among stays of different lengths (69 FR 66947 through 66950). As a 
result of this analysis, we established variable per diem adjustments 
that begin on day 1 and decline gradually over the course of the 
patient's stay. In addition, the adjustment applied to day 1 depends 
upon whether the IPF has a qualifying ED. If an IPF has a qualifying 
ED, it receives a higher adjustment factor for day 1 of each stay than 
it would receive if it did not have a qualifying ED. The ED adjustment 
is explained in more detail in section III.D.8 of this proposed rule.
    In FY 2025, we revised the variable per diem adjustment factors 
based on the 2019 through 2021 regression analysis (89 FR 64613 and 
64614). For FY 2026, we propose to use the variable per diem adjustment 
factors currently in effect in FY 2025, as shown in Addendum A of this 
proposed rule (available at https://www.cms.gov/Medicare/Medicare-Fee-for-ServicePayment/InpatientPsychFacilPPS/tools.html).

D. Proposed Updates to the IPF PPS Facility-Level Adjustments

1. Overview of the IPF PPS Facility-Level Adjustment Factors
    The IPF PPS includes facility-level adjustments for the wage index, 
IPFs located in rural areas, teaching IPFs, cost of living adjustments 
for IPFs located in Alaska and Hawaii, and IPFs with a qualifying ED. 
The facility-level adjustment factors currently in place for rural 
location and teaching status are the existing regression-derived 
factors established in the RY 2005 IPF final rule. As discussed in the 
following sections, we are proposing annual updates to the FY 2026 IPF 
PPS wage index. In addition, we are proposing to update the facility-
level adjustment factors for rural location and teaching status for FY 
2026 to reflect more recent cost and claims data.
2. History of IPF PPS Cost and Claims Analyses
    In the FY 2023 IPF PPS proposed rule (87 FR 19428 and 19429), we 
briefly discussed past analyses and areas of interest for future 
refinement, about which we previously solicited comments. At the same 
time, CMS also released a technical report posted to the CMS website 
\1\ accompanying the rule, summarizing these analyses. In that same 
proposed rule, we described the results of the agency's latest analysis 
of the IPF PPS and solicited comments on certain topics from the 
report. We summarized the considerations and findings related to our 
analyses of the IPF PPS adjustment factors in the FY 2023 IPF PPS final 
rule (46864 through 46865).
---------------------------------------------------------------------------

    \1\ https://www.cms.gov/files/document/technical-report-medicare-program-inpatient-psychiatric-facilities-prospective-payment-system.pdf.
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    In the FY 2024 IPF PPS proposed rule (88 FR 21269 through 21272), 
we requested information from the public to inform revisions to the IPF 
PPS required by the CAA, 2023. Specifically, we sought information 
about which data and information would be most appropriate and useful 
for the purposes of refining IPF PPS payments. We requested information 
related to the specific types of data and information mentioned in the 
CAA, 2023. We also solicited comments on the reporting of ancillary 
charges, such as labs and drugs, on IPF claims.
    In response to those requests for information in the FY 2024 IPF 
PPS proposed rule, commenters offered a number of suggestions for 
further analysis, including recommendations to consider adjusting 
payment for patients with sleep apnea, violent behavior, and patients 
that transfer from an acute care unit.
    In the FY 2025 IPF PPS proposed rule, we discussed our latest 
regression analysis results and the methodology we used to calculate 
proposed revisions to the patient-level adjustment factors (89 FR 23154 
through 23161). In that same proposed rule (89 FR 23161 through 23172), 
we also discussed the analyses that we conducted and our findings, as 
related to patient-level adjustment factors, in response to the 
comments we received on the FY 2024 IPF PPS proposed rule.
    As we have previously noted in the FY 2025 IPF PPS proposed rule 
(89 FR 23154), the primary goal in refining the IPF PPS payment 
adjustment factors is to pay each IPF an appropriate amount for the 
efficient delivery of care to Medicare beneficiaries. The system must 
be able to account adequately for each IPF's case-mix to allow for both 
fair distribution of Medicare payments and access to adequate care for 
those beneficiaries who require more costly care. As required by 
section 1886(s)(5)(D)(iii) of the Act, revisions to the IPF PPS 
adjustment factors made pursuant to section 1886(s)(5)(D)(i) of the Act 
must be budget neutral. As

[[Page 18503]]

discussed in section III.D.9 of this proposed rule, we are applying a 
refinement standardization factor to the proposed IPF PPS payment rates 
to maintain budget neutrality for FY 2026.
3. Development of the Proposed Revised Regression for Facility-Level 
Refinements
    For this FY 2026 IPF PPS proposed rule, we performed an extensive 
regression analysis of the relationship between the per diem costs and 
certain patient- and facility-level characteristics to analyze those 
characteristics associated with statistically significant cost 
differences. As discussed in section III.C of this proposed rule, we 
finalized revisions to the IPF PPS patient-level adjustments in the FY 
2025 IPF PPS final rule (89 FR 64593 through 64614). As a result, we 
used a constrained regression model for FY 2026 to hold the patient-
level adjustments at the level finalized for FY 2025. We discuss the 
results of this constrained regression analysis in section III.D.3.e of 
this proposed rule. We further discuss proposed policies related to the 
proposed revisions to the IPF PPS facility-level adjustment factors 
based on this regression analysis in sections III.D.5 and III.D.6 of 
this proposed rule.
    For this FY 2026 IPF PPS proposed rule, we calculated a per diem 
cost (including routine and ancillary components) and identified 
patient and facility characteristics for each Medicare inpatient 
psychiatric stay using information from MedPAR files, Common Working 
File (CWF) inpatient claims, Medicare hospital cost reports, and other 
data sources for FY 2020 through FY 2022. We refer readers to the FY 
2025 IPF PPS final rule for a discussion of the impact of the COVID-19 
PHE and the benefits of using a combined set of data for the accuracy 
of the results (89 FR 64594).
    We began with a base sample of IPF stays by Medicare FFS 
beneficiaries in MedPAR from the FY 2020 through FY 2022, which contain 
a total of 712,543 stays from 1,650 IPFs. We applied several data 
restrictions and exclusions to remove stays with missing and or 
aberrant data. The final sample used for the regression analysis 
contained 704,494 stays from 1,633 IPFs, which reflects the removal of 
17 providers and 8,049 stays.
    In preparing the cost regression sample and analysis, we 
incorporated more recent input data and refined our data processing 
method, as described in this section. We estimated a baseline 
regression using the constrained model and conducted sensitivity 
analysis to confirm the robustness of our results.
a. Data Sources
    For the regression analysis, our primary data sources include the 
annual MedPAR files, which provide stay-level summaries of IPF stays, 
and Medicare hospital cost reports, which contain provider-level data 
on costs, utilization, and other financial information. Additionally, 
we used the Common Working File (CWF) claims data, the Provider of 
Services (POS) files, and the Provider Specific File (PSF) to identify 
provider and patient characteristics and to construct variables in the 
regression model.
    More specifically, we used the following sources of data:
     MedPAR Files: The annual MedPAR file compiles final action 
claims records for IPF stays discharged during the fiscal year. Each 
MedPAR record provides a summary of clinical characteristics, service 
utilization, facility billings, and Medicare coverage for an inpatient 
hospital stay. We use MedPAR to identify all IPF stays by Medicare fee-
for-service (FFS) beneficiaries during the fiscal year, along with key 
variables such as MS-DRG, principal and secondary diagnosis, length of 
stay, patient age, admission source, provider charges by revenue 
center, and other patient and provider attributes. For the FY 2026 
proposed rule cost regression, we used MedPAR files for FY 2020 through 
FY 2022.
     Hospital Cost Reports: Medicare hospital cost reports (CMS 
Form 2552-10; OMB control number 0938-0050) provide the key inputs for 
estimating the per diem cost of IPF stays, specifically the facility's 
routine per diem cost and Cost-to-Charge Ratios (CCRs) for detailed 
cost centers for each Federal FY. We also use hospital cost reports to 
obtain key facility characteristics, including teaching status, bed 
counts, and ownership type. For providers whose own fiscal periods 
align with the FY, we directly match their FY 2020-FY 2022 hospital 
cost reports to the corresponding MedPAR stays. For providers whose own 
fiscal periods differ from the FY, we use multiple years of hospital 
cost reports data and proportionally allocate and align them to the FY 
basis for FY 2020 through FY 2022 before linking them to other data 
sources. This allocation and alignment is discussed in greater detail 
later in this section of this proposed rule.
     Common Working File (CWF) Inpatient Claims Data: We use 
detailed claims data from the CWF to supplement MedPAR stay records, 
specifically obtaining data on covered charges by detailed revenue 
center and utilization of ECT treatments during each IPF stay. To 
promote internal consistency, we use the CWF claims data with the same 
final action week as the corresponding MedPAR record.
     Provider of Services (POS) File: The POS file contains 
facility characteristics such as name, address, and types of services 
provided. For the regression analysis for this FY 2026 IPF PPS proposed 
rule, we primarily use the POS file to identify providers' Federal 
Information Processing Series (FIPS) codes, which determine each 
provider's designated Core-Based Statistical Area (CBSA). The CBSA is 
then used to match providers with the corresponding geographic cost 
adjustment factor. Additionally, we use the POS file as a secondary 
source for provider ownership type.
     Provider Specific Data for Public Use Files for the IPF 
PPS: We use the Provider Specific File (PSF) to identify providers' 
COLA factors and other facility-level characteristics, including 
whether a facility has a qualified Emergency Department (ED).
     IPF Market Baskets: We used the historical IPF market 
basket increases and labor-related shares for the FY 2020-FY 2022 
period.
     IPF PPS Wage Index: We use the IPF PPS wage index, along 
with COLA and labor-related share, to calculate the geographic cost 
adjustment factor, which accounts for regional cost differences among 
providers in each year. In this analysis, we used the FY 2024 IPF PPS 
wage index to adjust IPF costs in FY 2020, and FY 2025 IPF PPS wage 
index to adjust IPF costs in FY 2021 and FY 2022.
b. Trims and Assumptions
    For the FY 2026 proposed rule regression analysis, we used a 
combined set of FY 2020 through FY 2022 MedPAR data, consistent with 
the approach we adopted for the FY 2025 IPF PPS proposed and final 
rules to revise the patient-level adjustment factors. Our analysis 
demonstrated that combining multiple years of data yields the most 
stable and consistent result. We continue to believe that using a 3-
year combined set of data in the regression analysis helps smooth the 
impact of utilization changes driven by the COVID-19 public health 
emergency (PHE), as well as significant changes in staffing and labor 
costs that commenters noted in response to the FY 2023 and FY 2024 IPF 
PPS proposed rules. This data set best reflects the current cost of 
care as impacted by the COVID-19 PHE, which has an ongoing impact on 
IPF cost and utilization trends. Our

[[Page 18504]]

approach mitigates the effect of these impacts in any single year by 
expanding the set of data.
    Within the MedPAR dataset, we included inpatient hospital stays 
that met the following criteria:
     Hospital CMS Certification Number (CCN) contains ``40'', 
``41'', ``42'', ``43'', or ``44'' in the third and fourth positions 
(freestanding psychiatric hospitals), a special unit code of ``S'' in 
the third position (psychiatric unit in an acute care hospital), a 
special unit code of ``M'' in the third position (psychiatric unit in a 
critical access hospital), or a special unit code of ``SA'', ``SB'', 
``SC'', ``SD'', or ``SE'' in the third and fourth positions 
(psychiatric unit in a long-term care hospital (LTCH), rehabilitation 
hospital, or children's hospital).
     Beneficiary primary payer code is ``M'', ``N'', or blank, 
indicating that Medicare is the primary payer.
     Group Health Organization (GHO) paid code is zero or 
blank, indicating that a GHO has not paid the facility for the stay.
     National Claims History (NCH) claim type code is ``60,'' 
indicating a fee-for-service (FFS) inpatient claim.
     Covered charge and covered days (or Medicare utilization 
days) are greater than zero.\2\
---------------------------------------------------------------------------

    \2\ For the purposes of regression analysis, we include ``same-
day transfers'' (with positive covered charges) and assign them a 
length of stay of 1 day. A same-day transfer occurs when a patient 
is admitted to an IPF and is subsequently transferred for acute care 
(or another type of inpatient facility care) on the same day. If the 
patient is admitted to an IPF with the expectation that the patient 
will remain overnight, but is discharged before midnight, the day is 
counted as a full day for the cost report but is not counted as a 
Medicare covered day for purpose of charging the beneficiary 
utilization. The purpose for the difference in coding is to ensure 
that the beneficiary is charged for only one day of utilization when 
two facilities are billing for the same patient. Payments are made 
for 1 day.
---------------------------------------------------------------------------

    For the FY 2020-FY 2022 sample period, a total of 712,543 patient 
stays from 1,650 unique providers in MedPAR met these selection 
criteria. That includes 284,176 stays from 1,587 providers in FY 2020, 
231,668 stays from 1,546 providers in FY 2021, and 196,699 stays from 
1,522 providers in FY 2022.
    Using this base sample, we applied a series of additional trimming 
steps to remove stays with missing or outlier cost data. A detailed 
description of how we estimate IPF per diem costs is provided in 
section III.D.3.c of this proposed rule. We removed the following:
     Stays with missing routine per diem cost data or missing 
provider hospital cost reports for the FY 2020-FY 2022 period. This 
step removed 240 stays from the sample, which came from 13 unique 
providers.
     Stays with extraordinarily high or low costs per day. 
Specifically, we removed 2,315 stays whose routine per diem costs fell 
outside the mean plus or minus 3.00 standard deviations of the natural 
logarithm of routine per diem costs in the combined 3-year sample. We 
also removed an additional 1,639 stays with total per diem costs that 
fell outside the mean plus or minus 3.00 standard deviations of the 
natural logarithm of total per diem costs in the combined 3-year 
sample. (All cost estimates were adjusted for geographic differences 
and year-over-year inflation.) In total, this trimming step removed 
3,954 stays with extraordinarily high or low costs per day from 322 
providers across the 3-year sample.\3\
---------------------------------------------------------------------------

    \3\ That includes 1 stay from 1 freestanding facility and 791 
stays from 2 unit-based facilities that were removed for having 
extraordinarily low per diem cost estimates (that is, a routine per 
diem cost lower than $309 or a total per diem cost lower than $291 
in 2022 dollars); and 552 stays from 38 freestanding facilities and 
2,613 stays from 282 unit-based facilities that were removed for 
having extraordinarily high per diem cost estimates (that is, a 
routine per diem cost higher than $3,145 or a total per diem cost 
higher than $4,202 in 2022 dollars). There were 3 stays with very 
low routine per diem costs but extraordinarily high ancillary and 
total per diem costs, which were trimmed for both reasons.
---------------------------------------------------------------------------

    Finally, we excluded all stays with an MS-DRG that is not 
recognized by the IPF PPS, which removed 3,855 stays from 954 providers 
from the remaining sample.
    After these trimming steps, our final cost regression sample 
included 704,494 IPF stays by Medicare FFS beneficiaries from 1,633 
unique IPF providers in MedPAR FY 2020 through FY 2022. This final 
sample consists of 280,956 stays from 1,569 providers in FY 2020, 
229,125 stays from 1,521 providers in FY 2021, and 194,413 stays from 
1,492 providers in FY 2022.
c. Calculation of the Dependent Variable
    The regression model for this FY 2026 IPF PPS proposed rule uses 
the natural logarithm of the total per diem cost, adjusted for 
geographic differences and inflation, as the dependent variable. Total 
per diem costs are calculated as the sum of routine per diem costs and 
ancillary per diem costs, with both components including operating and 
capital costs.
     Routine per diem costs are derived from facility-level 
average routine cost per day reported in provider hospital cost reports 
as total inpatient routine costs divided by total inpatient days 
(Worksheet D-1, Part II, column 1, Line 41 divided by Line 9) \4\ and 
assigned to individual patient stays within the facility.
---------------------------------------------------------------------------

    \4\ If Line 41 data is missing, Line 38 information--which is 
inpatient routine cost that excludes the medically necessary private 
room cost that is included in Line 41--is used. Line 38 is not 
divided by inpatient days as it is already in per diem units.
---------------------------------------------------------------------------

     Ancillary per diem costs are calculated by applying the 
cost center cost-to-charge ratio (CCR) from the cost report to the 
covered charges from ancillary departments on CWF inpatient claims, 
then dividing by the number of Medicare covered days of the stay 
(available in MedPAR).
    The total per diem costs (or costs per day) are further adjusted 
for geographic cost differences using IPF wage indices (for the labor-
related share portion) and COLA factors (for the non-labor-related 
share portion for IPFs located in Alaska and Hawaii). Cost estimates 
are also adjusted for annual inflation based on the historical growth 
rates of the 2021-based IPF market basket.
    To promote consistency, accuracy, and comparability of our data, we 
apply a series of methodological steps when calculating the dependent 
variable as follows:
(1) Addressing Variation in Cost Report Reporting Periods
    Because providers can select their own fiscal/reporting periods for 
hospital cost reports, there is a lack of uniformity in the time 
periods covered by the raw cost report data from different providers. 
For example, within each annual HCRIS file, roughly 40 percent of the 
reports have a January through December cost reporting period (Calendar 
Year), 30 percent have a July through June cost reporting period, 15 
percent have an October through September cost reporting period 
(Federal fiscal year (FFY), and the remaining 15 percent cover various 
other cost reporting periods. Moreover, some providers change their 
fiscal/reporting periods mid-year (sometimes due to an ownership 
change), resulting in shorter or longer hospital cost reports and, in 
some cases, multiple hospital cost reports within a single year.
    To address this lack of uniformity in provider reporting periods 
and enhance data accuracy and consistency, we apply a re-allocation 
procedure to align all provider hospital cost reports data to the FFY 
basis before matching them to MedPAR stays. First, we allocate each 
provider's annual cost report data across the months, assuming uniform 
values per month within the reporting period. Then we regroup the 
monthly data to align with the FFY for each provider and calculate 
annual averages. When

[[Page 18505]]

data for some months are missing, we use available partial-year data to 
extrapolate and construct the annual estimate.
    For example, suppose a provider uses the CY as its cost reporting 
period. Its reported average routine per diem cost was $900 in CY 2019, 
$950 in CY 2020, $1000 in CY 2021, and $1100 in CY 2022. Its CCR for 
laboratory services is 0.30 in CY 2019, 0.25 in CY 2020, 0.32 in CY 
2021, and 0.28 in CY 2022. Using the reallocation method, this 
provider's average routine per diem costs were $937.50 for FY 2020 (= 
3/12*$900 + 9/12*$950), $987.50 for FY 2021, and $1,075.00 for FY 2022. 
Its CCR for laboratory services were 0.2625 for FY 2020, 0.3025 for FY 
2021, and 0.2900 for FY 2022.
(2) Obtaining CCRs for Ancillary Cost Estimation
    To estimate the costs of non-routine services provided during IPF 
stays, we group the cost centers from hospital cost reports and the 
revenue centers from CWF claims into 25 ``ancillary departments'': 
Pharmacy, Laboratory, Emergency Room, Medical/Surgical Supplies, 
Cardiology, Radiology, Magnetic Resonance Imaging (MRI), Physical 
Therapy, Occupational Therapy, Inhalation Therapy, Speech Pathology, 
Anesthesia, Operating Room, Intensive Care Unit (ICU), Coronary Care 
Unit (CCU), End Stage Renal Disease (ESRD), Professional Fees, Clinic 
Visit, Outpatient Services, Durable Medical Equipment (DME), Used DME, 
Blood, Blood Storage and Processing, Lithotripsy, and Other 
Services.\5\
---------------------------------------------------------------------------

    \5\ The methodology for grouping revenue centers under each 
ancillary department is consistent with MedPAR: https://resdac.org/cms-data/files/medpar/data-documentation. The crosswalk we use to 
group cost centers under each ancillary department is similar to 
that used for the IPPS.
---------------------------------------------------------------------------

    For each ancillary department, we calculate each provider's CCR 
using the provider's cost report, Worksheet D. Specifically, we take 
ancillary department costs (Worksheet D-3, Column 3), subtract any 
positive inpatient pass-through costs (Worksheet D, Part IV, Column 
11), and divide the result by ancillary department charges (Worksheet 
D-3, Column 2).\6\
---------------------------------------------------------------------------

    \6\ Since costs for special care units, including ICU and CCU, 
are not present in Worksheet D-3, Column 3, we instead obtain these 
cost data from Worksheet D-1, Part II, Column 5, Lines 43-47.
---------------------------------------------------------------------------

    To address extreme values and missing data in CCRs, we apply 
winsorization and imputation. For extreme values, we examine the 
distribution of CCR data (after aligning to FFY) for each ancillary 
department across providers from FY 2020 through FY 2022 and winsorize 
values at the 2nd and 98th percentiles. In addition, we consider all 
CCRs lower than 0.01 or higher than 10.0 as improbable and recode them 
to 0.01 or 10.0, respectively.
    After adjusting for extreme values, we impute missing CCRs using 
available data, prioritizing provider-specific information. (A CCR is 
considered missing only if the provider had charges from the ancillary 
department on MedPAR and CWF claims for that year but did not report a 
CCR.) If a provider's CCR for an ancillary department is missing for a 
given year but available in other years, we use the weighted average of 
the provider's CCRs for that ancillary department from other years 
(weights based on the provider's stay counts in those years) to fill in 
the missing value. If those data are unavailable, we use the provider's 
all-ancillary CCR for that year, the weighted average of the provider's 
all-ancillary CCRs from other years, or the median CCR for that 
ancillary department from other providers of the same type 
(freestanding or unit-based) for that year, in descending order of 
preference. For ancillary departments such as ICU and CCU, where CCRs 
are rarely reported despite the presence of service charges on claims, 
we use the median all-ancillary CCR from other providers of the same 
type to fill in missing values.
(3) Accounting for Geographic Differences and Inflation
    To account for geographic differences in costs, we construct a 
geographic adjustment factor using the formula:

Geographic cost adjustment factor = IPF wage index * labor-related 
share + COLA for AK and HI * (1-labor-related share).

    We adjust the labor-related portion of per diem costs using the IPF 
wage index to account for regional differences in labor costs, while 
the non-labor portion is adjusted using COLA factors for IPFs in Alaska 
and Hawaii. Because the IPF wage index reflects local cost differences 
with a lag, we adjust for that timing discrepancy by applying more 
recent IPF wage indexes to the FY 2020-FY 2022 MedPAR stays. (We remind 
readers that the IPF PPS wage index is based on the pre-floor, pre-
reclassified IPPS hospital wage index, which in turn is derived from 
hospital cost reports data from approximately 3-4 years prior. For 
example, the FY 2025 IPF PPS wage index reflects cost data from local 
labor markets around 2021-2022.) For this analysis, we used the FY 2024 
IPF PPS wage index to adjust IPF costs in FY 2020, and FY 2025 IPF PPS 
wage index to adjust IPF costs in FY 2021 and FY 2022.
    Finally, to promote comparability across the 3 years, we adjust 
cost estimates for year-over-year inflation using historical IPF market 
basket increases and labor-related shares, converting all cost 
estimates into 2022 dollars.
    We calculated routine per diem cost, ancillary per diem cost, and 
the total per diem using the approach outlined in this section for all 
IPF stays in our FY 2020-FY 2022 MedPAR sample. We then excluded stays 
with missing routine costs and outlier routine or total per diem costs, 
based on the approach described earlier in section III.D.3.b of this 
proposed rule.
    Among the 704,494 stays in the final FY 2020-FY 2022 cost 
regression sample, the median total per diem cost was $1,135 in 2022 
dollars, with a range of $355 to $4,201 and a mean of $1,205 (the 
standard deviation was $539). Consistent with our approach in the FY 
2025 IPF PPS final rule (89 FR 64596), the stays with zero ancillary 
charges were retained in the sample.
d. Independent Variables
    The independent variables in the regression model represent 
patient-level and facility-level characteristics that influence the 
cost of an IPF stay. Some of these variables are adjustment-related, 
meaning that they are used for payment adjustments, while others are 
control variables, which are used to account for variation in the 
dependent variable associated with factors outside the adjustment 
factors in the payment model.
(1) Adjustment-Related Variables
    Patient-level adjustment-related variables in the model include MS-
DRG, comorbidity categories, patient age, and length of stay. Because 
we are not proposing any changes to these patient-level adjustment 
factors in this FY 2026 IPF PPS proposed rule, we constrained their 
coefficients to their corresponding FY 2025 adjustment factor values in 
the regression, instead of estimating them in the model.
    Facility-level adjustment-related variables in the model include 
the facility's teaching status and whether the facility is located in a 
rural area. (A facility's rural status in each year is determined based 
on its CBSA designation.) We refer readers to sections III.D.4 and 
III.D.5 of this proposed rule for a more detailed explanation of the 
payment adjustment for rural location. In sections III.D.5 and III.D.6 
of this proposed rule, we are

[[Page 18506]]

proposing to revise the IPF PPS payment adjustment factors for these 
two facility-level characteristics based on the estimated coefficients 
of these variables in the constrained regression.
(2) Control Variables
    As we noted in the FY 2025 IPF PPS proposed and final rules (89 FR 
23157; and 89 FR 64596 and 64597, respectively), the original 
regression model included a control variable for the presence of ECT 
because ECT is paid on a per-treatment basis under the IPF PPS. We 
continue to observe that IPF stays with ECT have significantly higher 
costs per day. For FY 2026 we are proposing to continue paying for ECT 
on a per-treatment basis; therefore, we included a control variable to 
account for the additional costs associated with ECT, which will 
continue to be paid outside the regression model.
    Similarly, we included a control variable for stays with positive 
covered emergency department (ED)-related charges. To address the costs 
of maintaining an ED and providing ED services, IPF PPS pays facilities 
with a qualified ED an additional 26 percent of the payment rate for 
the first day of the stay. To prevent ED adjustment from serving as an 
incentive for unnecessary ED use, all stays in facilities with 
qualifying EDs receive the payment, except in cases when the admission 
source code is ``D,'' indicating that the patient was transferred from 
the inpatient part of the same facility. (In such cases, the ED costs 
would have already been covered under the preceding claim.) The 26 
percent ED adjustment, updated in the FY 2025 IPF PPS final rule (89 FR 
64635 and 64636), was calculated in a way that accounts for the 
percentage of stays with ED charges and different admission sources, 
and that calculation was performed outside the cost regression 
framework. Since our regression model includes all costs associated 
with each IPF stay, including ED costs, we included a control variable 
for stays with positive covered ED charges to control for the 
additional costs associated with ED services in this FY 2026 IPF PPS 
proposed rule.
    Lastly, we included control variables for the data year. Since the 
model uses a combined set of data from 3 years, we adjusted cost 
estimates for year-over-year inflation using historical IPF market 
basket increases and labor-related shares. However, external factors 
beyond this inflation adjustment may have influenced cost differences 
across the 3 years included in our sample. These factors, such as the 
impact of the COVID-19 PHE, may affect cost variation in our sample 
period. To account for these additional year-related factors, we 
continue to include a set of year controls in the FY 2026 IPF PPS 
proposed rule regression model.
e. Regression Results
    We estimated the constrained regression using ordinary least 
squares (OLS) on 704,494 IPF stays from FY 2020 to FY 2022, clustering 
standard errors at the provider level. Table 2 presents the estimation 
results, along with the number and percentage of stays associated with 
each independent variable. The regression model has an R-squared value 
of 0.27841, meaning that the independent variables included in the 
regression (facility characteristics and control variables) were able 
to explain approximately 27.8 percent of the variation in per diem 
costs among IPF stays. We note that the R-squared value of our 
regression model is comparable to the R-squared values of prior models 
used for the IPF PPS (for example, see the R-squared value of 0.32340 
in the FY 2025 IPF PPS final rule (89 FR 64597) and the finding that 
the payment model explained 33 percent of the variation in per diem 
cost among IPFs in the RY 2005 IPF PPS final rule (69 FR 66957)).
    Except for the teaching variable, each of the adjustment factors 
presented in Table 2 is the exponentiated regression coefficient from 
our regression model, which as we previously noted uses the natural 
logarithm of per diem total cost as the dependent variable. We present 
the exponentiated regression results, as these most directly translate 
to the way that IPF PPS adjustment factors are calculated for payment 
purposes. That is, the exponentiated adjustment factors presented in 
this proposed rule represent a percentage increase or decrease in per 
diem cost for IPF stays with each characteristic. In the case of the 
teaching variable, the result presented is the un-exponentiated 
regression coefficient. As discussed in section III.D.6 of this 
proposed rule, the current IPF PPS teaching adjustment is calculated as 
1 + a facility's ratio of interns and residents to its average daily 
census, raised to the power of 0.5150. The coefficient for teaching 
status presented in Table 2 can be interpreted in the same way.
    Lastly, we consider regression factors to be statistically 
significant when the p-value is less than or equal to the significance 
level of 0.05 (*), 0.01 (**), and 0.001 (***), as notated in the Table 
2 presented in this proposed rule.
    We discuss the proposed changes to the adjustment factors for IPFs 
located in rural areas and for teaching status in sections III.D.5 and 
III.D.6 of this proposed rule, respectively, and the proposed 
refinement standardization factor in section III.D.9 of this proposed 
rule.

            Table 2--IPF PPS Per Diem Cost Regression Results With Data From FY 2020 Through FY 2022
----------------------------------------------------------------------------------------------------------------
                                                 Number of    Percentage    FY 2025
                                                  stays FY   of stays FY    current     Estimated    Statistical
             Variable description                 2020- FY     2020- FY    adjustment   adjustment  significance
                                                    2022         2022        factor       factor
----------------------------------------------------------------------------------------------------------------
Total.........................................      704,494        100.0
Provider: Rural...............................       88,429         12.6         1.17         1.18         (***)
Provider: Teaching Status, log(1 + FTE              145,960         20.7       0.5150       0.7981         (***)
 Residents/ADC)...............................
Control Variable: Stay Has ECT treatment......       11,268          1.6          N/A         1.32         (***)
Control Variable: Stay Has Positive Covered ED      227,654         32.3          N/A         1.46         (***)
 Charge.......................................
Control Variable: Stay Discharged in FY 2020..      280,956         39.9          N/A         1.00  ............
Control Variable: Stay Discharged in FY 2021..      229,125         32.5          N/A         1.01          (**)
Control Variable: Stay Discharged in FY 2022..      194,413         27.6          N/A         1.03         (***)
MS-DRG 056: Degenerative Nervous System               4,251          0.6         1.12  ...........  ............
 Disorders w MCC..............................
MS-DRG 057: Degenerative Nervous System              33,402          4.7         1.11  ...........  ............
 Disorders w/out MCC..........................
MS-DRG 876: OR Procedures with Principal                671          0.1         1.29  ...........  ............
 Diagnosis of Mental Health...................
MS-DRG 880: Acute Adjustment Reaction and             6,996          1.0         1.08  ...........  ............
 Psychosocial Dysfunction.....................
MS-DRG 881: Depressive Neuroses...............       19,758          2.8         1.06  ...........  ............

[[Page 18507]]

 
MS-DRG 882: Neuroses Except Depressive........        8,943          1.3         1.02  ...........  ............
MS-DRG 883: Disorders of Personality and              5,067          0.7         1.17  ...........  ............
 Impulse Control..............................
MS-DRG 884: Organic Disturbances and                 48,587          6.9         1.08  ...........  ............
 Intellectual Disability......................
MS-DRG 885: Psychosis.........................      529,875         75.2         1.00  ...........  ............
MS-DRG 886: Behavioral and Developmental              1,340          0.2         1.07  ...........  ............
 Disorders....................................
MS-DRG 887: Other Mental Disorder Diagnoses...          309          0.0         1.00  ...........  ............
MS-DRG 894: Alcohol, Drug Abuse or Dependence,        2,631          0.4         0.86  ...........  ............
 Left AMA.....................................
MS-DRG 895: Alcohol, Drug Abuse or Dependence        10,346          1.5         0.90  ...........  ............
 w Rehab Therapy..............................
MS-DRG 896: Alcohol, Drug Abuse or Dependence           920          0.1         1.00  ...........  ............
 w/out rehab therapy w MCC....................
MS-DRG 897: Alcohol, Drug Abuse or Dependence        29,883          4.2         0.95  ...........  ............
 w/out rehab therapy w/out MCC................
MS-DRG 917: Poisoning and Toxic Effects of              128          0.0         1.19  ...........  ............
 Drugs w MCC..................................
MS-DRG 918: Poisoning and Toxic Effects of              743          0.1         1.12  ...........  ............
 Drugs w/out MCC..............................
MS-DRG 947: Signs and Symptoms w MCC..........           56          0.0         1.12  ...........  ............
MS-DRG 948: Signs and Symptoms w/out MCC......          588          0.1         1.09  ...........  ............
Comorbidity: Artificial Openings--Digestive &         3,217          0.5         1.07  ...........  ............
 Urinary......................................
Comorbidity: Cardiac Conditions...............       19,480          2.8         1.04  ...........  ............
Comorbidity: Chronic Obstructive Pulmonary           40,003          5.7         1.09  ...........  ............
 Disease and Sleep Apnea......................
Comorbidity: Developmental Disabilities.......       24,783          3.5         1.04  ...........  ............
Comorbidity: Eating Disorders.................        2,577          0.4         1.09  ...........  ............
Comorbidity: Gangrene.........................          207          0.0         1.12  ...........  ............
Comorbidity: Oncology Treatment...............           10          0.0         1.44  ...........  ............
Comorbidity: Poisoning........................        5,436          0.8         1.16  ...........  ............
Comorbidity: Renal Failure, Acute.............       17,466          2.5         1.06  ...........  ............
Comorbidity: Renal Failure, Chronic...........       42,547          6.0         1.08  ...........  ............
Comorbidity: Severe Musculoskeletal &                 3,765          0.5         1.05  ...........  ............
 Connective Tissue Disease....................
Comorbidity: Severe Protein Malnutrition......        4,907          0.7         1.17  ...........  ............
Comorbidity: Tracheostomy.....................          260          0.0         1.09  ...........  ............
Comorbidity: Uncontrolled Diabetes............       20,001          2.8         1.05  ...........  ............
Comorbidity: Intensive Management for High-          18,815          2.7         1.07  ...........  ............
 Risk Behavior................................
Ages: Under 45................................      208,346         29.6         1.00  ...........  ............
Ages: 45 and under 55 years...................      102,699         14.6         1.02  ...........  ............
Ages: 55 and under 60 years...................       61,731          8.8         1.05  ...........  ............
Ages: 60 and under 65 years...................       58,702          8.3         1.06  ...........  ............
Ages: 65 and under 70 years...................       83,972         11.9         1.09  ...........  ............
Ages: 70 and under 80 years...................      113,413         16.1         1.11  ...........  ............
Ages: 80 years and over.......................       75,631         10.7         1.13  ...........  ............
Length of stay--1 day.........................       15,429          2.2         1.28  ...........  ............
Length of stay--2 days........................       24,436          3.5         1.20  ...........  ............
Length of stay--3 days........................       36,245          5.1         1.15  ...........  ............
Length of stay--4 days........................       41,060          5.8         1.12  ...........  ............
Length of stay--5 days........................       46,859          6.7         1.08  ...........  ............
Length of stay--6 days........................       50,854          7.2         1.06  ...........  ............
Length of stay--7 days........................       54,639          7.8         1.03  ...........  ............
Length of stay--8 days........................       44,677          6.3         1.02  ...........  ............
Length of stay--9 days........................       36,939          5.2         1.01  ...........  ............
Length of stay--10 days.......................       33,644          4.8         1.00  ...........  ............
Length of stay--11 days.......................       30,419          4.3         1.00  ...........  ............
Length of stay--12 days.......................       28,017          4.0         1.00  ...........  ............
Length of stay--13 days.......................       28,089          4.0         1.00  ...........  ............
Length of stay--14 days.......................       30,556          4.3         1.00  ...........  ............
Length of stay--15 days.......................       21,954          3.1         1.00  ...........  ............
Length of stay--16 days.......................       16,503          2.3         1.00  ...........  ............
Length of stay--17 days.......................       14,128          2.0         1.00  ...........  ............
Length of stay--18 days.......................       12,301          1.7         1.00  ...........  ............
Length of stay--19 days.......................       11,467          1.6         1.00  ...........  ............
Length of stay--20 days.......................       11,703          1.7         1.00  ...........  ............
Length of stay--21 days.......................       11,018          1.6         1.00  ...........  ............
Length of stay--22 days or longer.............      103,557         14.7         1.00  ...........  ............
----------------------------------------------------------------------------------------------------------------

4. Wage Index Adjustment
a. Background
    As discussed in the RY 2007 IPF PPS final rule (71 FR 27061), and 
the RY 2009 IPF PPS (73 FR 25719) and RY 2010 IPF PPS notices (74 FR 
20373), to provide an adjustment for geographic wage levels, the labor-
related portion of an IPF's payment is adjusted using an appropriate 
wage index. Currently, an IPF's geographic wage index value is 
determined based on the actual location

[[Page 18508]]

of the IPF in an urban or rural area, as defined in Sec.  
412.64(b)(1)(ii)(A) and (C).
    Due to the variation in costs and because of the differences in 
geographic wage levels, in the RY 2005 IPF PPS final rule, we required 
that payment rates under the IPF PPS be adjusted by a geographic wage 
index. We proposed and finalized a policy to use the unadjusted, pre-
floor, pre-reclassified IPPS hospital wage index to account for 
geographic differences in IPF labor costs. We implemented use of the 
pre-floor, pre-reclassified IPPS hospital wage data to compute the IPF 
wage index since there was not an IPF-specific wage index available. We 
believe that IPFs generally compete in the same labor market as IPPS 
hospitals, and therefore, the pre-floor, pre-reclassified IPPS hospital 
wage data should be reflective of labor costs of IPFs. We believe this 
pre-floor, pre-reclassified IPPS hospital wage index to be the best 
available data to use as proxy for an IPF-specific wage index. As 
discussed in the RY 2007 IPF PPS final rule (71 FR 27061 through 
27067), under the IPF PPS, the wage index is calculated using the IPPS 
wage index for the labor market area in which the IPF is located, 
without considering geographic reclassifications, floors, and other 
adjustments made to the wage index under the IPPS. For a complete 
description of these IPPS wage index adjustments, we refer readers to 
the FY 2019 IPPS/LTCH PPS final rule (83 FR 41362 through 41390). Our 
wage index policy at Sec.  412.424(a)(2) provides that we use the best 
Medicare data available to estimate costs per day, including an 
appropriate wage index to adjust for wage differences.
    When the IPF PPS was implemented in the RY 2005 IPF PPS final rule, 
with an effective date of January 1, 2005, the pre-floor, pre-
reclassified IPPS hospital wage index that was available at the time 
was the FY 2005 pre-floor, pre-reclassified IPPS hospital wage index. 
Historically, the IPF wage index for a given RY has used the pre-floor, 
pre-reclassified IPPS hospital wage index from the prior FY as its 
basis. This has been due in part to the pre-floor, pre-reclassified 
IPPS hospital wage index data that were available during the IPF 
rulemaking cycle, where an annual IPF notice or IPF final rule was 
usually published in early May. This publication timeframe was 
relatively early compared to other Medicare payment rules because the 
IPF PPS follows a RY, which was defined in the implementation of the 
IPF PPS as the 12-month period from July 1 to June 30 (69 FR 66927). 
Therefore, the best available data at the time the IPF PPS was 
implemented was the pre-floor, pre-reclassified IPPS hospital wage 
index from the prior FY (for example, the RY 2006 IPF wage index was 
based on the FY 2005 pre-floor, pre-reclassified IPPS hospital wage 
index).
    In the RY 2012 IPF PPS final rule, we changed the reporting year 
timeframe for IPFs from a RY to FY, which begins October 1 and ends 
September 30 (76 FR 26434 and 26435). In that FY 2012 IPF PPS final 
rule, we continued our established policy of using the pre-floor, pre-
reclassified IPPS hospital wage index from the prior year (that is, 
from FY 2011) as the basis for the FY 2012 IPF wage index. This policy 
of basing a wage index on the prior year's pre-floor, pre-reclassified 
IPPS hospital wage index has been followed by other Medicare payment 
systems, such as hospice and inpatient rehabilitation facilities. By 
continuing with our established policy, we remained consistent with 
other Medicare payment systems.
    In FY 2020, we finalized the IPF wage index methodology to align 
the IPF PPS wage index with the same wage data timeframe used by the 
IPPS for FY 2020 and subsequent years. Specifically, we finalized the 
use of the pre-floor, pre-reclassified IPPS hospital wage index from 
the FY concurrent with the IPF FY as the basis for the IPF wage index. 
For example, the FY 2020 IPF wage index was based on the FY 2020 pre-
floor, pre-reclassified IPPS hospital wage index rather than on the FY 
2019 pre-floor, pre-reclassified IPPS hospital wage index.
    We explained in the FY 2020 proposed rule (84 FR 16973), that using 
the concurrent pre-floor, pre-reclassified IPPS hospital wage index 
will result in the most up-to-date wage data being the basis for the 
IPF wage index. We noted that it would also result in more consistency 
and parity in the wage index methodology used by other Medicare payment 
systems. We indicated that the Medicare skilled nursing facility (SNF) 
PPS already used the concurrent IPPS hospital wage index data as the 
basis for the SNF PPS wage index. We proposed and finalized similar 
policies to use the concurrent pre-floor, pre-reclassified IPPS 
hospital wage index data in other Medicare payment systems, such as 
hospice and inpatient rehabilitation facilities. Thus, the wage 
adjusted Medicare payments of various provider types are based upon 
wage index data from the same timeframe. For FY 2026, we are proposing 
to continue to use the concurrent pre-floor, pre-reclassified IPPS 
hospital wage index as the basis for the IPF wage index.
    In the FY 2023 IPF PPS final rule (87 FR 46856 through 46859), we 
finalized a permanent 5-percent cap on any decrease to a provider's 
wage index from its wage index in the prior year, and we stated that we 
will apply this cap in a budget neutral manner. In addition, we 
finalized a policy that a new IPF will be paid the wage index for the 
area in which it is geographically located for its first full or 
partial FY with no cap applied because a new IPF will not have a wage 
index in the prior FY. We amended the IPF PPS regulations at Sec.  
412.424(d)(1)(i) to reflect this permanent cap on wage index decreases. 
We refer readers to the FY 2023 IPF PPS final rule for a more detailed 
discussion about this policy.
    We are proposing to apply the IPF wage index adjustment to the 
labor-related share of the national IPF PPS base rate and ECT payment 
per treatment. The proposed labor-related share of the IPF PPS national 
base rate and ECT payment per treatment is 78.9 percent in FY 2026. 
This percentage reflects the labor-related share relative importance of 
the 2021-based IPF market basket for FY 2026 and is 0.1 percentage 
point higher than the FY 2025 labor-related share (see section III.A.3 
of this proposed rule).
b. Office of Management and Budget (OMB) Bulletins
    The wage index used for the IPF PPS is calculated using the 
unadjusted, pre-reclassified and pre-floor IPPS wage index data and is 
assigned to the IPF based on the labor market area in which the IPF is 
geographically located. IPF labor market areas are delineated based on 
the Core-Based Statistical Area (CBSAs) established by the OMB.
    Generally, OMB issues major revisions to statistical areas every 10 
years, based on the results of the decennial census. However, OMB 
occasionally issues minor updates and revisions to statistical areas in 
the years between the decennial censuses through OMB Bulletins. These 
bulletins contain information regarding CBSA changes, including changes 
to CBSA numbers and titles. In accordance with our established 
methodology, the IPF PPS has historically adopted any CBSA changes that 
are published in the OMB bulletin that corresponds with the IPPS 
hospital wage index used to determine the IPF wage index and, when 
necessary and appropriate, has proposed and finalized transition 
policies for these changes.
    In the RY 2007 IPF PPS final rule (71 FR 27061 through 27067), we 
adopted the changes discussed in OMB Bulletin No. 03-04 (June 6, 2003), 
which

[[Page 18509]]

announced revised definitions for Metropolitan Statistical Areas 
(MSAs), and the creation of Micropolitan Statistical Areas and Combined 
Statistical Areas. We refer readers to the FY 2007 IPF PPS final rule 
(71 FR 27064 and 27065) for a complete discussion regarding treating 
Micropolitan Areas as rural. In adopting the OMB CBSA geographic 
designations in RY 2007, we did not provide a separate transition for 
the CBSA-based wage index since the IPF PPS was already in a transition 
period from TEFRA payments to PPS payments.
    In the RY 2009 IPF PPS notice, we incorporated the CBSA 
nomenclature changes published in the most recent OMB bulletin that 
applied to the IPPS hospital wage index used to determine the current 
IPF wage index and stated that we expected to continue to do the same 
for all the OMB CBSA nomenclature changes in future IPF PPS rules and 
notices, as necessary (73 FR 25721).
    Subsequently, CMS adopted the changes that were published in past 
OMB bulletins in the FY 2016 IPF PPS final rule (80 FR 46682 through 
46689), the FY 2018 IPF PPS rate update (82 FR 36778 and 36779), the FY 
2020 IPF PPS final rule (84 FR 38453 and 38454), and the FY 2021 IPF 
PPS final rule (85 FR 47051 through 47059). We direct readers to each 
of these rules for more information about the changes that were adopted 
and any associated transition policies.
    As discussed in the FY 2023 IPF PPS final rule, we did not adopt 
OMB Bulletin 20-01, which was issued March 6, 2020, because we 
determined this bulletin had no material impact on the IPF PPS wage 
index. This bulletin creates only one Micropolitan statistical area, 
and Micropolitan areas are considered rural for the IPF PPS wage index. 
That is, the constituent county of the new Micropolitan area was 
considered rural effective as of FY 2021 and would continue to be 
considered rural if we adopted OMB Bulletin 20-01.
    In the FY 2025 IPF PPS final rule (89 FR 64614 through 64633), we 
adopted the updates set forth in OMB Bulletin No. 23-01 effective July 
21, 2023, beginning with the FY 2025 IPF PPS wage index. These updates 
included material changes to the OMB statistical area delineations 
which included 53 urban counties that became rural, 54 rural counties 
that became urban, and 88 counties that moved to a new or modified 
CBSA. These updates also included replacing the 8 counties in 
Connecticut with 9 new ``Planning Regions.'' Planning regions now serve 
as county-equivalents within the CBSA system. OMB Bulletin No. 23 may 
be accessed online at https://www.whitehouse.gov/wp-content/uploads/2023/07/OMB-Bulletin-23-01.pdf.
    Given the scope of changes involved in adopting the CBSA 
delineations for FY 2025, we finalized a budget neutral 3-year phase 
out policy for IPFs transitioning from rural to urban based on CBSA 
revisions, as discussed further in section III.D.5.c of this proposed 
rule. We also applied the permanent 5-percent cap on wage index 
decreases described at Sec.  412.424(d)(1)(i).
c. Proposed Wage Index Budget Neutrality Adjustment
    In accordance with Sec.  412.424(c)(5), changes to the wage index 
are made in a budget neutral manner so that updates do not increase 
expenditures. Therefore, for FY 2026, we are proposing to continue to 
apply a budget neutrality adjustment in accordance with our existing 
budget neutrality policy. This policy requires us to update the wage 
index in such a way that total estimated payments to IPFs for FY 2026 
are the same with or without the changes (that is, in a budget neutral 
manner) by applying a budget neutrality factor to the IPF PPS rates. We 
are proposing to use the following steps to ensure that the rates 
reflect the FY 2026 update to the wage indexes (based on FY 2022 
hospital cost report data) and the labor-related share in a budget-
neutral manner:
    Step 1: Simulate estimated IPF PPS payments, using the FY 2025 IPF 
wage index values (available on the CMS website) and labor-related 
share (as published in the FY 2025 IPF PPS final rule (89 FR 64582)).
    Step 2: Simulate estimated IPF PPS payments using the FY 2026 IPF 
wage index values (available on the CMS website), and the FY 2026 
labor-related share (based on the latest available data as discussed 
previously).
    Step 3: Divide the amount calculated in step 1 by the amount 
calculated in step 2. The resulting quotient is the FY 2026 budget 
neutral wage adjustment factor of 1.0011.
    Step 4: Apply the FY 2026 budget neutral wage adjustment factor 
from step 3 to the FY 2025 IPF PPS Federal per diem base rate after the 
application of the proposed IPF market basket increase reduced by the 
proposed productivity adjustment described in section III.A.2 of this 
proposed rule to determine the proposed FY 2026 IPF PPS Federal per 
diem base rate. As discussed in section III.D.9 of this proposed rule, 
we are also applying a refinement standardization factor to determine 
the FY 2026 IPF PPS Federal per diem base rate.
5. Proposed Adjustment for Rural Location
a. Background
    In the RY 2005 IPF PPS final rule (69 FR 66954), we provided a 17-
percent payment adjustment for IPFs located in a rural area. This 
adjustment was based on the regression analysis, which indicated that 
the per diem cost of rural facilities was 17 percent higher than that 
of urban facilities after accounting for the influence of the other 
variables included in the regression. This 17-percent adjustment has 
been part of the IPF PPS each year since the inception of the IPF PPS. 
In the FY 2025 IPF PPS final rule, we revised the patient-level 
adjustment factors and changed the CBSA delineations. To minimize the 
scope of changes that would impact providers in any single year, we 
maintained the existing regression-derived adjustment factor, which was 
established in RY 2005, for IPFs located in a rural area as defined at 
Sec.  412.64(b)(1)(ii)(C) for FY 2025. See the RY 2005 IPF PPS final 
rule (69 FR 66954) for a complete discussion of the adjustment for 
rural locations.
b. Proposed Adjustment for Rural Location
    As discussed in section III.D.3 of this FY 2026 IPF PPS proposed 
rule, we have completed analysis of more recent cost and claims data, 
which indicate that revisions to the facility-level IPF PPS payment 
adjustment factors would be appropriate.
    In the FY 2025 IPF PPS proposed rule, we included a request for 
information (RFI) regarding a potential revision to the payment 
adjustment for rural location (89 FR 23194 and 23195); we refer readers 
to section V.A. of the FY 2025 IPF PPS final rule (89 FR 64641) for 
summaries of the comments we received, and our responses. We have taken 
the comments received into consideration for development of this FY 
2026 proposed revision of the payment adjustment for rural location.
    As discussed in section III.D.3 of this FY 2026 IPF PPS proposed 
rule, we are proposing to derive updated IPF PPS facility-level 
adjustment factors for FY 2026 using a regression analysis of data from 
the FY 2020 through 2022 MedPAR data files and Medicare cost report 
data from the FY 2020 through 2022 Hospital Cost Report Information 
System (HCRIS). More information about the data used for the impact

[[Page 18510]]

simulations is found in section VII.C of this FY 2026 IPF PPS proposed 
rule.
    For FY 2026, we are proposing to increase the rural adjustment to 
18 percent. Our regression analysis described in section III.D.3 of 
this proposed rule indicates that this revised adjustment more 
accurately represents the difference in costs between urban and rural 
IPFs. As discussed in section III.D.9 of this proposed rule, we are 
proposing to implement this revision to the rural adjustment budget-
neutrally. A detailed discussion of the distributional impacts of this 
proposed change is found in section VII.C of this proposed rule.
    We solicit comments on this proposed revision to the payment 
adjustment for rural location. Lastly, we are proposing that if more 
recent data become available, we would consider using such data to 
determine the final FY 2026 adjustment factor for rural location.
c. Continuation of Rural Transition
    The adoption of OMB Bulletin No. 23-01 in the FY 2025 IPF PPS final 
rule (89 FR 64632) in accordance with our established methodology 
determines whether a facility is classified as urban or rural for 
purposes of the rural payment adjustment in the IPF PPS. Implementation 
of the updated OMB delineations results in the rural payment adjustment 
being applied where it is appropriate to adjust for higher costs 
incurred by IPFs in rural locations; however, these changes have 
distributional effects among IPF providers. Some providers lost 
eligibility for the rural payment adjustment in FY 2025 as a result of 
these changes. Therefore, we provided a transition period to implement 
the updated OMB delineations (89 FR 64633).
    In the FY 2025 IPF PPS final rule, we phased out the rural 
adjustment for facilities located in a county that transitioned from 
rural to urban due to the changes outlined in OMB Bulletin 23-01. We 
implemented a 3-year budget neutral phase-out of the rural adjustment 
for IPFs located in the 54 rural counties that would become urban under 
the new OMB delineations, given the potentially significant payment 
impacts for these IPFs (89 FR 64632 and 64633), consistent with the 
transition policy we adopted for IPFs in FY 2016 (80 FR 46682 through 
46689). Under this 3-year phase-out, for FY 2026, IPFs that became 
urban due to these OMB delineation changes will receive one-third of 
the rural adjustment that was applicable in FY 2024. For FY 2027, these 
IPFs will not receive a rural adjustment.
6. Proposed Teaching Adjustment
a. Background
    In the RY 2005 IPF PPS final rule, we implemented regulations at 
Sec.  412.424(d)(1)(iii) to establish a facility-level adjustment for 
IPFs that are, or are part of, teaching hospitals. The teaching 
adjustment accounts for the higher indirect operating costs experienced 
by hospitals that participate in graduate medical education (GME) 
programs. The payment adjustments are made based on the ratio of the 
number of fulltime equivalent (FTE) interns and residents training in 
the IPF and the IPF's average daily census.
    Medicare makes direct GME payments (for direct costs such as 
resident and teaching physician salaries, and other direct teaching 
costs) to all teaching hospitals including those paid under a PPS and 
those paid under the TEFRA rate-of-increase limits. These direct GME 
payments are made separately from payments for hospital operating costs 
and are not part of the IPF PPS. The direct GME payments do not address 
the estimated higher indirect operating costs teaching hospitals may 
face.
    The results of the regression analysis of FY 2002 IPF data 
established the basis for the payment adjustments included in the RY 
2005 IPF PPS final rule. The results showed that the indirect teaching 
cost variable is significant in explaining the higher costs of IPFs 
that have teaching programs. We calculated the teaching adjustment 
based on the IPF's ``teaching variable,'' which is (1 + [the number of 
FTE residents training in the IPF's average daily census]). The 
teaching variable is then raised to the 0.5150 power to result in the 
teaching adjustment. This formula is subject to the limitations on the 
number of FTE residents, which are described in this section of this 
proposed rule.
    We established the teaching adjustment in a manner that limited the 
incentives for IPFs to add FTE residents for the purpose of increasing 
their teaching adjustment. We imposed a cap on the number of FTE 
residents that may be counted for purposes of calculating the teaching 
adjustment. The cap limits the number of FTE residents that teaching 
IPFs may count for the purpose of calculating the IPF PPS teaching 
adjustment, not the number of residents teaching institutions can hire 
or train. We calculated the number of FTE residents that trained in the 
IPF during a ``base year'' and used that FTE resident number as the 
cap. An IPF's FTE resident cap is ultimately determined based on the 
final settlement of the IPF's most recent cost report filed before 
November 15, 2004 (69 FR 66955). A complete discussion of the temporary 
adjustment to the FTE cap to reflect residents due to hospital closure 
or residency program closure appears in the RY 2012 IPF PPS proposed 
rule (76 FR 5018 through 5020) and the RY 2012 IPF PPS final rule (76 
FR 26453 through 26456). As discussed in section III.D.6.c of this 
proposed rule, we are proposing to make conforming changes to the IPF 
resident cap regulation beginning in FY 2026 to recognize permanent cap 
increases awarded under Section 4122 of the CAA, 2023.
    In the regression analysis that informed the RY 2004 IPF PPS final 
rule, the logarithm of the teaching variable had a coefficient value of 
0.5150. We converted this cost effect to a teaching payment adjustment 
by treating the regression coefficient as an exponent and raising the 
teaching variable to a power equal to the coefficient value. We note 
that the coefficient value of 0.5150 was based on the regression 
analysis holding all other components of the payment system constant. A 
complete discussion of how the teaching adjustment was calculated 
appears in the RY 2005 IPF PPS final rule (69 FR 66954 through 66957) 
and the RY 2009 IPF PPS notice (73 FR 25721).
b. Proposed Revision to the IPF PPS Teaching Adjustment
    As we previously described in section III.D.3.e of this proposed 
rule, we have completed analysis of more recent cost and claims data, 
which indicate that revisions to the facility-level IPF PPS payment 
adjustment factors would be appropriate. Accordingly, we are proposing 
to revise the IPF PPS teaching adjustment for FY 2026 based on these 
results.
    In the FY 2025 IPF PPS proposed rule, we included an RFI regarding 
a potential revision to the payment adjustment for teaching status (89 
FR 23194 and 23195); we refer readers to section V.A of the FY 2025 IPF 
PPS final rule (89 FR 64641) for summaries of the comments we received, 
and our responses. In general, commenters were supportive of increasing 
the IPF teaching adjustment based on the more recent analysis presented 
in that proposed rule. We have taken the comments received into 
consideration for development of this FY 2026 proposed revision of the 
payment adjustment for teaching status.
    For FY 2026, we are proposing to increase the teaching adjustment 
to 0.7981, based on the results of our latest

[[Page 18511]]

regression model discussed earlier in this proposed rule. As detailed 
in section III.D.3.e of this FY 2026 IPF PPS proposed rule, this un-
exponentiated regression coefficient for the teaching status variable 
was found to be statistically significant at the 0.001 level. In 
accordance with our longstanding methodology, we would convert this 
cost effect to a teaching payment adjustment by treating the regression 
coefficient as an exponent and raising the teaching variable to a power 
equal to the coefficient value. We believe that increasing the teaching 
adjustment from 0.5150 to 0.7981 would more appropriately adjust IPF 
PPS payments for IPFs that have qualified teaching programs and would 
address the estimated higher indirect operating costs for teaching 
IPFs. As discussed in section III.D.9 of this proposed rule, we are 
proposing to implement this revision to the teaching adjustment budget-
neutrally. A detailed discussion of the distributional impacts of this 
proposed change is found in section VII.C of this proposed rule.
    We solicit comments on this proposed revision to the payment 
adjustment for teaching status. Lastly, we are proposing that if more 
recent data become available, we would consider using such data to 
determine the final FY 2026 adjustment factor for teaching status.
c. Proposed Update to IPF PPS Resident Caps
    As we described earlier in this FY 2026 IPF PPS proposed rule, the 
IPF PPS teaching adjustment includes a policy of capping the number of 
FTE residents that an IPF can include in the calculation of its 
teaching adjustment. As previously noted, we established this policy to 
limit the incentives for IPFs to add FTE residents for the purpose of 
increasing their teaching adjustment. In the RY 2005 IPF PPS final rule 
(69 FR 66955), we noted that the IPF PPS statute did not require us to 
impose resident FTE caps, but we recognized that if we imposed no 
limits on the teaching adjustment under the IPF PPS, teaching programs 
in those facilities could grow and receive payments in a manner that 
would be inconsistent with the methodology for teaching hospitals paid 
under the IPPS. In addition, we were concerned that if a teaching 
hospital had a distinct part psychiatric unit and had a number of FTE 
residents above the amount recognized for reimbursement under the 
limits established by the Balanced Budget Act of 1997 (BBA) (Pub. L. 
105-33), the hospital could potentially circumvent those limits by 
assigning residents to train in the IPF. We explained that after 
carefully reviewing the public comments, we decided to adopt a cap on 
the number of FTE residents that may be counted under the IPF PPS for 
the teaching adjustment. We stated that we made this decision in order 
to--(1) exercise our statutory responsibility under the BBA to prevent 
any erosion of the resident caps established under the IPPS that could 
result from the perverse incentives created by the facility adjustment 
for teaching under the IPF PPS; and (2) avoid creating incentives to 
artificially expand residency training in IPFs, and ensure that the 
resident base used to determine payments is related to the care needs 
in IPF institutions.
    Since the establishment of the IPF PPS, there have been numerous 
statutory resident cap increases, which have impacted GME payments as 
well as IME payments under the IPPS. These statutory resident cap 
increases have generally not been applicable to IPF hospitals or 
subunits, because caps are awarded to IPPS hospitals which receive both 
direct GME payments and indirect medical education (IME) payments under 
the IPPS.
    Section 4122 of the CAA, 2023 provided for the distribution of at 
least 100 resident FTEs to be distributed for hospitals with a 
psychiatry or psychiatry subspecialty residency, which the CAA, 2023 
defines as a residency in psychiatry as accredited by the Accreditation 
Council for Graduate Medical Education for the purpose of preventing, 
diagnosing, and treating mental health disorders. Hospitals with a 
psychiatry or psychiatry subspecialty residency could include not only 
acute care hospitals paid under the IPPS, but also freestanding 
psychiatric hospitals paid under the IPF PPS.
    The CAA, 2023 also included a provision for IME payments under the 
IPPS, which stated that for discharges occurring on or after July 1, 
2026, insofar as an additional payment amount under section 4122 is 
attributable to resident positions distributed to a hospital that is 
identified under subsection (h)(10), the indirect teaching adjustment 
factor would be computed in the same manner as provided under section 
1886(d)(5)(B)(ii) with respect to such resident positions (in other 
words, utilizing 1.35 as the value of ``c'' in the adjustment formula). 
We note that IPF hospitals paid under the IPF PPS are not considered a 
hospital under subsection (h)(10) and do not receive IME payments under 
the IPPS, but under section 1886(d)(5)(B) of the Act.
    Historically, the IPF PPS teaching adjustment has not recognized 
permanent resident cap increases, which as we noted earlier have 
historically impacted GME payments and IME payments under the IPPS. 
However, current regulations at Sec.  412.424(d)(1)(iii)(D) allow for 
an adjustment to an IPF's resident FTE cap for a new approved GME 
program. When we initially established this regulation in the RY 2005 
IPF PPS final rule (69 FR 66955 and 66956), we explained that for new 
teaching IPFs and for teaching IPFs that start new programs, we were 
adopting the policy that was applied under the BBA for IPPS teaching 
hospitals that start new teaching programs as specified in Sec.  
413.79(e)(1). We noted that under Sec.  412.105(f)(1)(vi) concerning 
IME payments under the IPPS, hospitals that have shared residency 
rotational relationships may elect to apply their respective IME 
resident caps on an aggregate basis via a Medicare GME affiliation 
agreement. We explained that our intent was not to affect affiliation 
agreements and rotational arrangements for hospitals that have 
residents that train in more than one hospital. We did not implement a 
provision concerning affiliation agreements specifically pertaining to 
the FTE caps used in the teaching adjustment under the IPF PPS. We also 
stated that we believe these policies fairly balance our 
responsibilities under the statute to assure appropriate enforcement of 
the BBA and the overall limits on payment adjustments for teaching 
hospitals with the greater precision that can be achieved by adjusting 
payments for teaching IPFs. We also stated that we believe that we have 
designed a cap that balances the need for limits with the unique 
conditions of teaching programs in freestanding psychiatric hospitals 
and in distinct part psychiatric units. We noted, however, that we 
would monitor the impact of these policies closely and consider changes 
in the future when appropriate.
    In summary, the CAA, 2023 provides for the distribution of at least 
100 psychiatry or psychiatry subspecialty resident FTEs and provides 
for corresponding increases to IME payments under the IPPS but makes no 
provisions pertaining to the indirect operating costs for IPFs with 
teaching programs. For FY 2026, we are proposing to recognize resident 
FTE cap increases that are awarded under section 4122 of the CAA, 2023, 
either to an IPF hospital or to an IPPS hospital for resident FTEs that 
are allocated to the IPF subunit paid under the IPF PPS. Specifically, 
we are proposing that such resident FTE cap increases would align

[[Page 18512]]

with our current IPF PPS teaching regulation at Sec.  
412.424(d)(1)(iii)(D), which allows for increases to IPF resident FTE 
caps for a new approved graduate medical education program. As we 
previously noted, we established the teaching cap policy under the IPF 
PPS to maintain alignment with the requirements of the BBA that applied 
to IME payments under the IPPS, and we have noted that Sec.  
412.424(d)(1)(iii)(D) is intended to achieve the same purpose. We 
believe that this proposal would be consistent with our current 
regulation and our longstanding policy of maintaining IPF PPS teaching 
cap policies that align with IME cap policies under the IPPS. We 
further believe that this proposal would continue to appropriately 
limit the incentives for IPFs to add FTE residents for the purpose of 
increasing their teaching adjustment. We are soliciting comments on 
this proposed update to the IPF PPS teaching policy.
7. Cost of Living Adjustment for IPFs Located in Alaska and Hawaii
    The IPF PPS includes a payment adjustment for IPFs located in 
Alaska and Hawaii based upon the area in which the IPF is located. As 
we explained in the RY 2005 IPF PPS final rule, the FY 2002 data 
demonstrated that IPFs in Alaska and Hawaii had per diem costs that 
were disproportionately higher than other IPFs. As a result of this 
analysis, we provided a COLA in the RY 2005 IPF PPS final rule. We 
refer readers to the FY 2024 IPF PPS final rule for a complete 
discussion of the currently applicable COLA factors (88 FR 51088 and 
51089).
    In the FY 2013 IPPS/LTCH final rule (77 FR 53700 and 53701), we 
established a new methodology to update the COLA factors for Alaska and 
Hawaii and adopted this methodology for the IPF PPS in the FY 2015 IPF 
PPS final rule (79 FR 45958 through 45960). We also specified that the 
COLA updates will be determined every 4 years, in alignment with the 
IPPS market basket labor-related share update (79 FR 45958 through 
45960). Because the labor-related share of the IPPS market basket was 
updated for FY 2022, the COLA factors were updated in FY 2022 IPPS/LTCH 
rulemaking (86 FR 45547) reflecting CPI data through 2020. As such, we 
also finalized an update to the IPF PPS COLA factors in the FY 2022 IPF 
PPS final rule to reflect the updated COLA factors finalized in the FY 
2022 IPPS/LTCH rulemaking effective for FY 2022 through FY 2025 (86 FR 
42621 and 42622).
    Generally, under our existing methodology, we update the 2009 COLA 
factors published by the U.S. Office of Personnel Management (OPM) by a 
comparison of the growth in the Consumer Price Indices (CPIs) for the 
areas of Urban Alaska and Urban Hawaii, relative to the growth in the 
CPI for the average U.S. city as published by the Bureau of Labor 
Statistics (BLS). Using the respective CPI commodities index and CPI 
services index and using the approximate commodities/services shares 
obtained from the IPPS market basket, we create reweighted CPIs for 
each of the respective areas to reflect the underlying composition of 
the IPPS market basket nonlabor-related share. Lastly, we apply a 25 
percent cap, which was incorporated into our methodology to reflect the 
statutory cap used to calculate OPM's COLA factors. For a complete 
discussion, we refer readers to the FY 2015 IPF PPS final rule (79 FR 
45958 through 45960) as well as the FY 2022 IPF PPS final rule (86 FR 
42621 and 42622).
    Table 3 lists the COLA factors for IPFs located in Alaska and 
Hawaii as calculated under our current methodology, using updated CPI 
data through 2024 and the approximate 60 percent commodities/40 percent 
services shares obtained from the proposed 2023-based IPPS market 
basket.

              Table 3--IPF PPS Cost-of-Living Adjustment Factors: IPFs Located in Alaska and Hawaii
----------------------------------------------------------------------------------------------------------------
                                                                      FY 2022      Updated COLA
                                                                    through FY     factors under
                              Area                                   2025 COLA        current       Difference
                                                                      factors       methodology
----------------------------------------------------------------------------------------------------------------
Alaska:
    City of Anchorage and 80-kilometer (50-mile) radius by road.            1.22            1.18           -0.04
    City of Fairbanks and 80-kilometer (50-mile) radius by road.            1.22            1.18           -0.04
    City of Juneau and 80-kilometer (50-mile) radius by road....            1.22            1.18           -0.04
    Rest of Alaska..............................................            1.24            1.20           -0.04
Hawaii:
    City and County of Honolulu.................................            1.25            1.25               0
    County of Hawaii............................................            1.22            1.21           -0.01
    County of Kauai.............................................            1.25            1.25               0
    County of Maui and County of Kalawao........................            1.25            1.25               0
----------------------------------------------------------------------------------------------------------------

    We believe it is appropriate to have a consistent policy approach 
with that of other hospitals in Alaska and Hawaii. At this time, we 
believe it would be appropriate to maintain the current COLA factors to 
allow CMS to consider whether any other data sources or methodology 
changes may improve the adjustment we make to hospital payments that 
accounts for the unique circumstances of hospitals located in Alaska 
and Hawaii. Therefore, we are proposing to continue to use the FY 2025 
COLA factors to adjust the non-labor-related portion of the 
standardized amount for IPFs located in Alaska and Hawaii for FY 2026. 
For a complete discussion of the proposed FY 2026 COLA factors, we 
refer readers to the FY 2026 IPPS/LTCH proposed rule, published 
elsewhere in the Federal Register. Table 4 lists the proposed FY 2026 
COLA factors.

Table 4--Proposed FY 2026 Cost of Living Adjustment (COLA) Factors: IPFs
                      Located in Alaska and Hawaii
------------------------------------------------------------------------
                         Area                            Proposed COLA
------------------------------------------------------------------------
Alaska:
    City of Anchorage and 80-kilometer (50-mile)                    1.22
     radius by road..................................
    City of Fairbanks and 80-kilometer (50-mile)                    1.22
     radius by road..................................

[[Page 18513]]

 
    City of Juneau and 80-kilometer (50-mile) radius                1.22
     by road.........................................
    Rest of Alaska...................................               1.24
Hawaii:
    City and County of Honolulu......................               1.25
    County of Hawaii.................................               1.22
    County of Kauai..................................               1.25
    County of Maui and County of Kalawao.............               1.25
------------------------------------------------------------------------

    The proposed IPF PPS COLA factors for FY 2026 are also shown in 
Addendum A to this rule, which is available on the CMS website at 
https://www.cms.gov/Medicare/Medicare-Fee-for-Service-Payment/InpatientPsychFacilPPS/tools.html.
8. Proposed Adjustment for IPFs With a Qualifying ED
    The IPF PPS includes a facility-level adjustment for IPFs with 
qualifying EDs. As defined in Sec.  412.402, qualifying emergency 
department means an emergency department that is staffed and equipped 
to furnish a comprehensive array of emergency services and meets the 
requirements of Sec.  489.24(b) and Sec.  413.65.
    We provide an adjustment to the Federal per diem base rate to 
account for the costs associated with maintaining a full-service ED. 
The adjustment is intended to account for ED costs incurred by a 
psychiatric hospital with a qualifying ED, or an excluded psychiatric 
unit of an IPPS hospital or a critical access hospital (CAH), and the 
overhead cost of maintaining the ED. This payment applies to all IPF 
admissions (with one exception which we describe in this section), 
regardless of whether the patient was admitted through the ED. The ED 
adjustment is made on every qualifying claim except as described in 
this section of this proposed rule. As specified at Sec.  
412.424(d)(1)(v)(B), the ED adjustment is not made when a patient is 
discharged from an IPPS hospital or CAH and admitted to the same IPPS 
hospital's or CAH's excluded psychiatric unit. We clarified in the RY 
2005 IPF PPS final rule (69 FR 66960) that an ED adjustment is not made 
in this case because the costs associated with ED services are 
reflected in the DRG payment to the IPPS hospital or through the 
reasonable cost payment made to the CAH.
    In the FY 2025 IPF PPS final rule, we updated the adjustment factor 
from 1.31 to 1.53 for IPFs with qualifying EDs using the same 
methodology used to determine ED adjustments in prior years (89 FR 
64636). Beginning in FY 2025, IPFs with a qualifying ED receive an 
adjustment factor of 1.53 as the variable per diem adjustment for day 1 
of each patient stay. If an IPF does not have a qualifying ED, it 
receives an adjustment factor of 1.27 as the variable per diem 
adjustment for day 1 of each patient stay. For FY 2026, we propose to 
maintain the 1.53 adjustment factor for IPFs with qualifying EDs. A 
complete discussion of the steps involved in the most recent 
calculation of the ED adjustment factor can be found in the FY 2025 IPF 
PPS final rule (89 FR 64636).
9. Refinement Standardization Factor
    Section 1886(s)(5)(D)(iii) of the Act provides that revisions in 
payment implemented pursuant to section 1886(s)(5)(D)(i) for a rate 
year shall result in the same estimated amount of aggregate 
expenditures under Title XVIII of the Act for psychiatric hospitals and 
psychiatric units furnished in the rate year as would have been made 
under this Title for such care in such rate year if such revisions had 
not been implemented. We interpret this to mean that revisions in 
payment adjustments implemented for FY 2026 (and for any subsequent 
fiscal year) must be budget neutral.
    Historically, we have maintained budget neutrality in the IPF PPS 
using the application of a standardization factor, which is codified in 
our regulations at Sec.  412.424(c)(5) to account for the overall 
positive effects resulting from the facility-level and patient-level 
adjustments. As discussed in section III.B.1 of this proposed rule, 
section 124(a)(1) of the BBRA required that we implement the IPF PPS in 
a budget neutral manner. In other words, the amount of total payments 
under the IPF PPS, including any payment adjustments, must be projected 
to be equal to the amount of total payments that would have been made 
if the IPF PPS were not implemented. Therefore, we calculated the 
standardization factor by setting the total estimated IPF PPS payments, 
taking into account all of the adjustment factors under the IPF PPS, to 
be equal to the total estimated payments that would have been made 
using TEFRA methodology had the IPF PPS not been implemented. A step-
by-step description of the methodology used to estimate payments under 
the TEFRA payment system appears in the RY 2005 IPF PPS final rule (69 
FR 66926).
    We believe the budget neutrality requirement of section 
1886(s)(5)(D)(iii) of the Act is consistent with our longstanding 
methodology for maintaining budget neutrality under the IPF PPS 
pursuant to section 124(a)(1) of the BBRA. We note that for the FY 2025 
IPF PPS rule (89 FR 64640 and 64641), we applied a refinement 
standardization factor to the FY 2024 IPF Federal per diem base rate 
and ECT per treatment amount to maintain budget neutrality for the 
change in the patient-level adjustment factors, ED adjustment, and ECT 
per treatment amount finalized in the FY 2025 IPF PPS rule.
    Therefore, for FY 2026, we are proposing to apply a refinement 
standardization factor in accordance with our existing policy at Sec.  
412.424(c)(5). Under this policy, we would update IPF PPS adjustment 
factors for teaching status and for IPFs located in rural areas, as 
proposed in this FY 2026 IPF PPS proposed rule, in such a way that 
total estimated payments to IPFs for FY 2026 are the same with or 
without the changes (that is, in a budget neutral manner) by applying a 
refinement standardization factor to the IPF PPS rates. We are 
proposing to use the following steps to ensure that the rates reflect 
the proposed FY 2026 update to the facility-level adjustment factors 
(as previously discussed in sections III.D.5 and III.D.6 of this 
proposed rule and summarized in Addendum A) in a budget neutral manner:
    Step 1: Simulate estimated IPF PPS payments using the FY 2025 IPF 
facility-level adjustment factor values (available on the CMS website).
    Step 2: Simulate estimated IPF PPS payments using the proposed FY 
2026 IPF facility-level adjustment factor

[[Page 18514]]

values (see Addendum A of this proposed rule, which is available on the 
CMS website).
    Step 3: Divide the amount calculated in step 1 by the amount 
calculated in step 2. The resulting quotient is the proposed FY 2026 
refinement standardization factor of 0.9927.
    Step 4: Apply the FY 2026 refinement standardization factor from 
step 3 to the FY 2025 IPF PPS Federal per diem base rate and ECT per 
treatment amount, after the application of the wage index budget 
neutrality factor and the IPF market basket increase reduced by the 
productivity adjustment described in section III.A of this proposed 
rule to determine the proposed FY 2026 IPF PPS Federal per diem base 
rate and FY 2026 ECT payment amount per treatment.

E. Other Payment Adjustments and Policies

1. Outlier Payment Overview
    The IPF PPS includes an outlier adjustment to promote access to IPF 
care for those patients who require expensive care and to limit the 
financial risk of IPFs treating unusually costly patients. In the RY 
2005 IPF PPS final rule, we implemented regulations at Sec.  
412.424(d)(3)(i) to provide a per case payment for IPF stays that are 
extraordinarily costly. Providing additional payments to IPFs for 
extremely costly cases strongly improves the accuracy of the IPF PPS in 
determining resource costs at the patient and facility level. These 
additional payments reduce the financial losses that would otherwise be 
incurred in treating patients who require costlier care; therefore, 
reduce the incentives for IPFs to under-serve these patients. We make 
outlier payments for discharges where an IPF's estimated total cost for 
a case exceeds a fixed dollar loss threshold amount (multiplied by the 
IPF's facility-level adjustments) plus the Federal per diem payment 
amount for the case.
    In instances when the case qualifies for an outlier payment, we pay 
80 percent of the difference between the estimated cost for the case 
and the adjusted threshold amount for days 1 through 9 of the stay 
(consistent with the median LOS for IPFs in FY 2002), and 60 percent of 
the difference for day 10 and thereafter. The adjusted threshold amount 
is equal to the outlier threshold amount adjusted for wage area, 
teaching status, rural area, and the COLA factor (if applicable), plus 
the amount of the Medicare IPF payment for the case. We established the 
80 percent and 60 percent loss sharing ratios because we were concerned 
that a single ratio established at 80 percent (like other Medicare 
PPSs) might provide an incentive under the IPF per diem payment system 
to increase LOS to receive additional payments.
    After establishing the loss sharing ratios, we determined the 
current fixed dollar loss threshold amount through payment simulations 
designed to compute a dollar loss beyond which payments are estimated 
to meet the 2 percent outlier spending target. Each year when we update 
the IPF PPS, we simulate payments using the latest available data to 
compute the fixed dollar loss threshold so that outlier payments 
represent 2 percent of total estimated IPF PPS payments.
2. Proposed Update to the Outlier Fixed Dollar Loss Threshold Amount
    In accordance with the update methodology described in Sec.  
412.428(d), we are proposing to update the fixed dollar loss threshold 
amount used under the IPF PPS outlier policy. Based on the regression 
analysis and payment simulations used to develop the IPF PPS, we 
established a 2 percent outlier policy, which strikes an appropriate 
balance between protecting IPFs from extraordinarily costly cases while 
ensuring the adequacy of the Federal per diem base rate for all other 
cases that are not outlier cases. We are proposing to maintain the 
established 2 percent outlier policy for FY 2026.
    Our longstanding methodology for updating the outlier fixed dollar 
loss threshold involves using the best available data, which is 
typically the most recent available data. We note that for FY 2022 and 
FY 2023 only, we made certain methodological changes to our modeling of 
outlier payments, and we discussed the specific circumstances that led 
to those changes for those years (86 FR 42623 and 42624; 87 FR 46862 
through 46864). We direct readers to the FY 2022 and FY 2023 IPF PPS 
proposed and final rules for a more complete discussion.
    We are proposing to update the IPF outlier threshold amount for FY 
2026 using FY 2024 claims data and the same methodology that we have 
used to set the initial outlier threshold amount each year beginning 
with the RY 2007 IPF PPS final rule (71 FR 27072 and 27073). For this 
FY 2026 IPF PPS rulemaking, consistent with our longstanding practice, 
based on an analysis of the latest available data (the December 2024 
update of FY 2024 IPF claims) and rate increases, we believe it is 
necessary to update the fixed dollar loss threshold amount to maintain 
an outlier percentage that equals 2 percent of total estimated IPF PPS 
payments. Based on an analysis of these updated data, we estimate that 
IPF outlier payments as a percentage of total estimated payments would 
be slightly higher than 2.0 percent in FY 2025. Therefore, we are 
proposing to update the outlier threshold amount to $39,360 to maintain 
estimated outlier payments at 2 percent of total estimated aggregate 
IPF payments for FY 2026. This proposed update would be an increase 
from the FY 2025 threshold of $38,110. Lastly, we are proposing that if 
more recent data become available for the FY 2026 IPF PPS final rule, 
we would consider using such data to determine the final outlier fixed 
dollar loss threshold amount for FY 2026.
3. Proposed Update to IPF Cost-to-Charge Ratio Ceilings
    Under the IPF PPS, an outlier payment is made if an IPF's cost for 
a stay exceeds a fixed dollar loss threshold amount plus the IPF PPS 
amount. To establish an IPF's cost for a particular case, we multiply 
the IPF's reported charges on the discharge bill by its overall CCR. 
This approach to determining an IPF's cost is consistent with the 
approach used under the IPPS and other PPSs. In the RY 2004 IPPS final 
rule (68 FR 34494), we implemented changes to the IPPS policy used to 
determine CCRs for IPPS hospitals, because we became aware that payment 
vulnerabilities resulted in inappropriate outlier payments. Under the 
IPPS, we established a statistical measure of accuracy for CCRs to 
ensure that aberrant CCR data did not result in inappropriate outlier 
payments.
    As indicated in the RY 2005 IPF PPS final rule (69 FR 66961), we 
believe that the IPF outlier policy is susceptible to the same payment 
vulnerabilities as the IPPS; therefore, we adopted a method to ensure 
the statistical accuracy of CCRs under the IPF PPS. Specifically, we 
adopted the following procedure in the RY 2005 IPF PPS final rule:
     Calculated two national ceilings, one for IPFs located in 
rural areas and one for IPFs located in urban areas.
     Computed the ceilings by first calculating the national 
average and the standard deviation of the CCR for both urban and rural 
IPFs using the most recent CCRs entered in the most recent Provider 
Specific File (PSF) available.
    For FY 2026, we are proposing to continue following this 
methodology. To determine the proposed rural and urban ceilings, we 
multiplied each of the standard deviations by 3 and added the result to 
the appropriate national CCR average (either rural or urban). The 
proposed upper threshold CCR for IPFs

[[Page 18515]]

in FY 2026 is 2.3331 for rural IPFs, and 1.7585 for urban IPFs, based 
on current CBSA-based geographic designations. If an IPF's CCR is above 
the applicable ceiling, the ratio is considered statistically 
inaccurate, and we assign the appropriate national (either rural or 
urban) median CCR to the IPF.
    We apply the national median CCRs to the following situations:
     New IPFs that have not yet submitted their first Medicare 
cost report. We continue to use these national median CCRs until the 
facility's actual CCR can be computed using the first tentatively or 
final settled cost report.
     IPFs whose overall CCR is in excess of three standard 
deviations above the corresponding national geometric mean (that is, 
above the ceiling).
     Other IPFs for which the Medicare Administrative 
Contractor (MAC) obtains inaccurate or incomplete data with which to 
calculate a CCR.
    We are proposing to update the FY 2026 national median and ceiling 
CCRs for urban and rural IPFs based on the CCRs entered in the latest 
available IPF PPS PSF.
    Specifically, for FY 2026, to be used in each of the three 
situations listed previously, using the most recent CCRs entered in the 
CY 2024 PSF, we provide an estimated national median CCR of 0.5720 for 
rural IPFs and a national median CCR of 0.4200 for urban IPFs. These 
calculations are based on the IPF's location (either urban or rural) 
using the current CBSA-based geographic designations. A complete 
discussion regarding the national median CCRs appears in the RY 2005 
IPF PPS final rule (69 FR 66961 through 66964).
    Lastly, we are proposing that if more recent data become available, 
we would consider using such data to calculate the rural and urban 
national median and ceiling CCRs for FY 2026.

IV. Inpatient Psychiatric Facility Quality Reporting (IPFQR) Program

A. Background and Statutory Authority

    The Inpatient Psychiatric Facilities Quality Reporting (IPFQR) 
Program is authorized by section 1886(s)(4) of the Act, and it applies 
to psychiatric hospitals and psychiatric units paid by Medicare under 
the IPF PPS (see section II.A. of this proposed rule for a detailed 
discussion of entities covered under the IPF PPS).7 8 We 
refer readers to the FY 2019 IPF PPS final rule (83 FR 38589) for a 
discussion of the background and statutory authority of the IPFQR 
Program. We have codified procedural requirements and reconsideration 
and appeals procedures for IPFQR Program decisions in our regulations 
at 42 CFR 412.433 and 412.434. Consistent with previous IPFQR Program 
regulations, we refer to both inpatient psychiatric hospitals and 
psychiatric units as ``inpatient psychiatric facilities'' (at times, 
simply ``facilities'' where the context is clear) or ``IPFs.'' This 
usage follows the terminology in our IPF PPS regulations at Sec.  
412.402.
---------------------------------------------------------------------------

    \7\ We note that the statute uses the term ``rate year'' (RY). 
However, beginning with the annual update of the inpatient 
psychiatric facility prospective payment system (IPF PPS) that took 
effect on July 1, 2011 (RY 2012), we aligned the IPF PPS update with 
the annual update of the ICD codes, effective on October 1 of each 
year. This change allowed for annual payment updates and the ICD 
coding update to occur on the same schedule and appear in the same 
Federal Register document, promoting administrative efficiency. To 
reflect the change to the annual payment rate update cycle, we 
revised the regulations at 42 CFR 412.402 to specify that, beginning 
October 1, 2012, the IPF PPS RY means the 12-month period from 
October 1 through September 30, which we refer to as a ``fiscal 
year'' (FY) (76 FR 26435). Therefore, with respect to the IPFQR 
Program, the terms ``rate year,'' as used in the statute, and 
``fiscal year'' as used in the regulation, both refer to the period 
from October 1 through September 30. For more information regarding 
this terminology change, we refer readers to section III of the RY 
2012 IPF PPS final rule (76 FR 26434 through 26435).
    \8\ For the IPFQR Program, we refer to the year in which an IPF 
would receive the 2-percentage point reduction to the annual update 
to the standard Federal rate as the payment determination year. An 
IPF generally meets IPFQR Program requirements by submitting data on 
specified quality measures in a specified time and manner during a 
data submission period that occurs prior to the payment 
determination year. These data reflect a period prior to the data 
submission period during which the IPF furnished care to patients; 
this period is known as the reporting period, sometimes also 
referred to as the performance period. For example, for a measure 
for which CY 2026 is the reporting period which is required to be 
submitted in CY 2027 and affects FY 2028 payment determination, if 
an IPF did not submit the data for this measure as specified during 
CY 2027 (and meets all other IPFQR Program requirements for the FY 
2028 payment determination) we would reduce by 2-percentage points 
that IPF's update for the FY 2028 payment determination year.
---------------------------------------------------------------------------

    Section 1886(s)(4)(E) of the Act requires IPFs participating in the 
IPFQR Program to collect and submit to the Secretary certain 
standardized patient assessment data, using a standardized patient 
assessment instrument (PAI) developed by the Secretary, for RY 2028 (FY 
2028) and each subsequent rate year. In the FY 2025 IPF PPS proposed 
rule, we solicited public comment on the principles and approach that 
CMS should consider when developing the IPF-PAI (89 FR 23200 through 89 
FR 23204), which we summarized in the final rule (89 FR 64642 through 
64649).

B. Proposal To Modify the Reporting Period of the 30-Day Risk-
Standardized All-Cause Emergency Department Visit Following an IPF 
Discharge Measure, Beginning With the FY 2029 Payment Determination

1. Background
    In the FY 2025 IPF PPS final rule, we adopted the 30-Day Risk-
Standardized All-Cause Emergency Department (ED) Visit Following an IPF 
Discharge measure (IPF ED Visit measure) for the IPFQR Program 
beginning with the FY 2027 payment determination (89 FR 64650 through 
89 FR 64659). The measure was adopted with a calendar year (CY) 
reporting period starting with the CY 2025 reporting period for the FY 
2027 payment determination (89 FR 64659).\9\ We adopted this measure to 
address a gap in the existing IPFQR Program measure set related to 
patient outcomes in the period following discharge from the IPF (89 FR 
64651). While the Thirty Day All-Cause Unplanned Readmission Following 
Psychiatric Hospitalization measure (IPF Unplanned Readmission 
measure), adopted in the FY 2017 IPPS/LTCH PPS final rule (81 FR 57241 
through 57246), assesses hospital readmissions, it does not assess 
another type of post-discharge use of acute care: ED visits that do not 
result in a hospital admission. Therefore, we adopted the IPF ED Visit 
measure to fill this gap and to provide IPFs and patients with a more 
complete picture of acute care among IPF patients after discharge from 
the IPF (89 FR 64650 through 64659).
---------------------------------------------------------------------------

    \9\ We note that we used ``performance period'' in the FY 2025 
IPF PPS final rule to refer to the reporting period.
---------------------------------------------------------------------------

2. Proposal To Modify the Reporting Period of the IPF ED Visit Measure 
To Begin Q3 CY 2025-Q2 CY 2027 Reporting Period/FY 2029 Payment 
Determination
    We intended for the IPF ED Visit measure and the IPF Unplanned 
Readmission measure to complement the IPF Unplanned Readmission measure 
to the extent possible (89 FR 64652 through 64653). Our rationale was 
that maintaining similarities between these two measures--the same 
timeframe (that is, the 30 days post-discharge from an IPF),the same 
definitions of index admission, and same patient populations--would 
provide IPFs and patients with a more complete picture of acute care 
among IPF patients after discharge. However, the IPF Unplanned 
Readmission measure uses a 2-year reporting period, which differs from 
the 1-year reporting

[[Page 18516]]

period we finalized for the IPF ED Visit measure. To fully align the 
measures so that the same cohort of patients can be compared, it is 
necessary to modify the reporting period of the IPF ED Visit Measure.
    For these reasons, we propose to modify the current 1-year 
reporting period for the IPF ED Visit measure to a 2-year reporting 
period. We propose that this 2-year reporting period would run from 
July 1st, 4 years prior to the applicable fiscal year payment 
determination, to June 30th, 2 years prior to the applicable fiscal 
year payment determination. This proposed 2-year reporting period for 
the IPF ED Visit measure would align with the IPF Unplanned Readmission 
measure. This proposal would modify the first reporting period for the 
measure to Quarter (Q)3 CY 2025-Q2 CY 2027 for the FY 2029 payment 
determination.\10\ This proposed 2-year reporting period would allow 
the IPF ED Visit measure to better complement the IPF Unplanned 
Readmission measure, resulting in more meaningful IPFQR Program measure 
data for providers and consumers.
---------------------------------------------------------------------------

    \10\ As finalized in prior rulemaking (89 FR 64659), the IPF ED 
Visit measure would have been used in the FY 2027 payment 
determination. This proposal to modify the reporting period changes 
the first year that this measure will be used in the payment 
determination to FY 2029.
---------------------------------------------------------------------------

    Because the data used to calculate the IPF ED Visit measure are 
available on Medicare claims and enrollment data, this measure requires 
no additional data collection or submission by IPFs (89 FR 64667). We 
are not proposing any other changes to the measure. We note the IPF ED 
Visit measure for the FY 2029 payment determination, which would 
reflect a Q3 CY 2025-Q2 CY 2027 reporting period, would first be 
publicly reported in the January 2029 release on the Compare tool on 
medicare.gov (https://www.medicare.gov/care-compare/) or their 
successor websites.
    We invite public comment on our proposal to modify the reporting 
period of the IPF ED Visit Measure.

C. Proposal To Remove the Facility Commitment to Health Equity Measure 
Beginning With the CY 2024 Reporting Period/FY 2026 Payment 
Determination

    We refer readers to the FY 2024 IPF PPS final rule where we adopted 
the Facility Commitment to Health Equity (hereafter referred to as 
FCHE) structural measure into the IPFQR Program (88 FR 51100 through 
51107). We propose to remove the FCHE measure beginning with the FY 
2026 payment determination due to the costs associated with achieving a 
high score on the measure outweighing the benefit of its continued use 
in the program. When adopted, we intended the collection of data 
described in the five domains of this measure to provide IPF leadership 
with meaningful and actionable health data to drive quality 
improvements to eliminate health disparities. Based on feedback 
received from IPFs as well as a re-focus on clinical outcomes measures, 
for which the FCHE measure, as a structural measure, does not directly 
measure clinical outcomes, the burden of collecting this measure may 
outweigh the benefits. Removal of this measure would alleviate an 
estimated annual burden of approximately 267 hours, at a cost of 
$11,978, across all participating IPFs (88 FR 51151).
    One of the goals of the IPFQR Program is to move forward in the 
least burdensome manner possible, while maintaining a parsimonious set 
of the most meaningful quality measures and continuing to incentivize 
improvement in the quality of care provided to patients. Removing this 
measure from the IPFQR Program is an effective way to accomplish this 
goal. Our priority is a re-focus on measurable clinical outcomes as 
well as identifying quality measures on topics of prevention, 
nutrition, and well-being, and as such we refer readers to our request 
for comment on ``Request for Information on Future Measures for the 
IPFQR Program'' in section IV.H.2. The IPFQR Program continues to 
incentivize the improvement of care quality and health outcomes for all 
patients through measurement and transparency with other measures. It 
may be costly for IPFs to continue reporting on the FCHE measure and 
achieve high performance scores, and removal of this measure would make 
room both in the program's measure set to enhance the program's focus 
on measurable clinical outcomes and for IPF leadership to focus on 
other priority quality and safety areas. We acknowledge that some IPFs 
may have expended resources to implement some or all of the activities 
described in the FCHE measure attestation statements in order to be 
able to attest ``yes'' for measure reporting purposes, however, IPFs 
that had already implemented such activities prior to adoption of the 
measure would have been able to attest ``yes'' without expending 
similar resources.
    If finalized, IPFs that do not report their CY 2024 reporting 
period data for the FCHE measure to CMS would not be considered 
noncompliant with the measure for purposes of their FY 2026 payment 
determination (that is, IPFs that do not report CY 2024 reporting 
period data would not be penalized for FY 2026 payments due to this 
measure). Any FCHE measure data received by CMS would not be used for 
public reporting or payment purposes.
    If not finalized, IPFs that do not report their CY 2024 reporting 
data for the FCHE measure to CMS would be considered noncompliant with 
the measure for their FY 2026 payment determination, and would receive 
a letter of noncompliance after August 1, 2025, at which time the 
required 30 day reconsideration period would begin. Payment adjustments 
would apply to FY 2026 payment determinations fee-for-service claims as 
previously finalized.
    We invite public comment on our proposal to remove the FCHE 
structural measure from the IPFQR Program beginning with the FY 2026 
payment determination.

D. Proposal To Remove the COVID-19 Vaccination Coverage Among 
Healthcare Personnel Measure Beginning With CY 2024 Reporting Period/FY 
2026 Payment Determination

    We refer readers to the FY 2022 IPF PPS final rule where we adopted 
the COVID-19 Vaccination Coverage Among Healthcare Personnel (HCP) 
measure into the IPFQR Program (86 FR 42633 through 42640) and the FY 
2024 IPF PPS final rule where we modified the COVID-19 Vaccination 
Coverage Among HCP measure to account for updated vaccine guidance (88 
FR 51128 through 51133).
    We propose to remove the COVID-19 Vaccination Coverage Among HCP 
beginning with the CY 2024 reporting period/FY 2026 payment 
determination under removal Factor 8, the costs associated with a 
measure outweigh the benefit of its continued use in the program (Sec.  
412.433(e)(3)(i)(H)). We note that reporting on this measure currently 
requires reporting data on COVID-19 vaccination coverage among HCP for 
1 week each month for each of the 3 months in a quarter. This requires 
IPFs to track current vaccination status for all employees, licensed 
independent practitioners, adult students/trainers and volunteers, and 
other contract personnel and log in to the National Healthcare Safety 
Network (NHSN) to report the data monthly either manually in the NHSN 
or by uploading a comma-separated value (CSV) file (86 FR 42636). The 
estimated burden of collecting this information annually across all 
1,596 IPFs is between $721,392 and $841,730 annually. We refer readers 
to section V.B.3. of this proposed rule for more details on this 
estimated burden calculation.

[[Page 18517]]

    When we first adopted the COVID-19 Vaccination Coverage Among HCP 
measure, the United States was in a Public Health Emergency (PHE) with 
millions of cases and over 550,000 COVID-19 deaths (86 FR 42633). While 
preventing the spread of COVID-19 remains a public health goal, the PHE 
ended on May 11, 2023.\11\ In addition, the number of deaths due to 
COVID-19 in the U.S. has decreased since the adoption of this measure. 
In March 2021, when this measure was being proposed, the United States 
was averaging over 5,000 deaths per week. In April 2023, the last full 
month of the PHE, weekly number of deaths due to COVID-19 averaged 
around 1,300.\12\ With the end of the PHE and the decrease in COVID-19 
deaths, we believe the continued costs and burden to providers of 
tracking and monthly reporting on this measure outweigh the benefit of 
continued information collection on COVID-19 vaccination coverage among 
HCP. As it may be costly for IPFs to continue to report on the COVID-19 
Vaccination Coverage Among HCP measure, removal of this measure would 
allow the IPFQR Program to focus on goals such as measuring clinical 
outcomes.
---------------------------------------------------------------------------

    \11\ https://www.hhs.gov/coronavirus/covid-19-public-health-emergency/index.html.
    \12\ Provisional COVID-19 Deaths, by Week, in The United States, 
Reported to CDC. Accessed on March 27, 2025 via https://covid.cdc.gov/covid-data-tracker/#trends_weeklydeaths_select_00.
---------------------------------------------------------------------------

    If finalized, IPFs that do not report their CY 2024 reporting 
period data for the COVID-19 HCP Vaccination measure to CMS would not 
be considered noncompliant with the measures for purposes of their FY 
2026 payment determination (that is, IPFs that do not report CY 2024 
reporting period data would not be penalized for FY 2026 payments due 
to this measure). Any COVID-19 HCP Vaccination measure data received by 
CMS would not be used for public reporting or payment purposes.
    If not finalized, IPFs that do not report their CY 2024 reporting 
data for the COVID-19 HCP Vaccination measure to CMS would be 
considered noncompliant with the measure for their FY 2026 payment 
determination, and would receive a letter of noncompliance after August 
1, at which time the required 30 day reconsideration period would 
begin. Payment adjustments would apply to FY 2026 payment determination 
as previously finalized.
    We invite public comment on our proposal to remove the COVID-19 
Vaccination Coverage Among HCP measure from the IPFQR Program beginning 
with the FY 2026 payment determination.

E. Proposed Removal of Two Social Drivers of Health Measures Beginning 
With CY 2024 Reporting Period/FY 2026 Payment Determination

    We propose to remove two social drivers of health process measures 
from the IPFQR Program beginning with the FY 2026 payment 
determination: Screening for Social Drivers of Health measure 
(Screening for SDOH) (adopted at 88 FR 51107 through 51117); and Screen 
Positive Rate for Social Drivers of Health measure (Screen Positive) 
(adopted at 88 FR 51117 through 51122).
    We propose to remove the Screening for SDOH and Screen Positive 
measures beginning with the FY 2026 payment determination under removal 
Factor 8, the costs associated with the measure outweigh the benefit of 
its continued use in the program. We have previously heard from some 
IPFs concerned with the costs and resources associated with screening 
patients via manual processes, manually storing such data, training 
hospital staff, and altering workflows for these measures. In the FY 
2024 IPF PPS final rule we estimated a total annual burden of surveying 
IPF patients for health-related social needs under the Screening for 
Social Drivers of Health measures will be 66,414 hours (1,596 
facilities x 1,261 patients per facility x 0.033 hr) at a cost of 
$1,375,434 (66,414 hour x $20.71/hour) across all patients (88 FR 
51152). We estimated that the submission of the Screen Positive measure 
to CMS would have incurred an additional 266 hours across all IPFs, at 
a cost of $11,933 (88 FR 51152 through 51153). Further, we note that 
these measures document an administrative process and report aggregate 
level outcomes, and do not shed light on the extent to which providers 
are ultimately connecting patients with resources or services and 
whether patients are benefiting from these screenings. We have 
concluded that the costs of the use of these measures in the IPFQR 
Program outweigh the benefits to providers and patients. Removal of 
these measures will alleviate the burden on IPFs to manually screen 
each patients and submit data each reporting cycle, allowing IPFs to 
focus resources on measurable clinical outcomes. This will also remove 
the patient burden associated with repeated SDOH screenings across 
multiple healthcare facilities. We refer readers to our request for 
comment ``Request for Information on Future Measures for the IPFQR 
Program'' in section IV.E. for more information regarding our areas of 
focus for new measures. We acknowledge that some IPFs may have expended 
resources to implement SDOH screenings, however, IPFs that had already 
implemented such screenings prior to adoption of the measures would not 
have expended similar resources in response to the measure. The 
objectives of the IPFQR Program continue to incentivize the improvement 
of care quality and health outcomes for all patients through 
transparency and use of appropriate quality measures.
    If finalized, IPFs that do not report to CMS their CY 2024 
reporting period data for the SDOH measures would not be considered 
noncompliant with the measures for purposes of their FY 2026 payment 
determination (that is, IPFs that do not report CY 2024 reporting 
period data would not be penalized for FY 2026 payments due to this 
measure). Any SDOH measure data received by CMS would not be used for 
public reporting or payment purposes.
    If not finalized, IPFs that do not report their CY 2024 reporting 
data for the SDOH measures to CMS would be considered noncompliant with 
the measures for their FY 2026 payment determination, and would receive 
a letter of noncompliance after August 1, at which time the required 30 
day reconsideration period would begin. Payment adjustments would apply 
to FY 2026 payment determinations as previously finalized.
    We invite public comment on our proposal to remove these two social 
drivers of health measures from the IPFQR Program beginning with the FY 
2026 payment determination.

F. Summary of IPFQR Program Measures for the FY 2028 Payment 
Determination and Subsequent Years

    As previously discussed, we propose to modify the reporting period 
of one measure (the IPF ED Visit Measure) and remove four other 
measures (the Facility Commitment to Health Equity measure, the COVID-
19 Vaccination Coverage Among Healthcare Personnel (HCP) Measure, the 
Screening for Social Drivers of Health measure, and the Screen Positive 
Rate for Social Drivers of Health measure). We are not proposing any 
new measures for the IPFQR Program in this proposed rule. Table 5 sets 
forth the measures in the FY 2028 IPFQR Program.

[[Page 18518]]



    Table 5--IPFQR Program Measure Set for the FY 2028 IPFQR Program
------------------------------------------------------------------------
 Consensus-based  entity (CBE)
               #                    Measure ID            Measure
------------------------------------------------------------------------
0640..........................  HBIPS-2..........  Hours of Physical
                                                    Restraint Use.
0641..........................  HBIPS-3..........  Hours of Seclusion
                                                    Use.
N/A...........................  FAPH.............  Follow-Up After
                                                    Psychiatric
                                                    Hospitalization.
N/A *.........................  SUB-2 and SUB-2a.  Alcohol Use Brief
                                                    Intervention
                                                    Provided or Offered
                                                    and SUB-2a Alcohol
                                                    Use Brief
                                                    Intervention.
N/A *.........................  SUB-3 and SUB-3a.  Alcohol and Other
                                                    Drug Use Disorder
                                                    Treatment Provided
                                                    or Offered at
                                                    Discharge and SUB-3a
                                                    Alcohol and Other
                                                    Drug Use Disorder
                                                    Treatment at
                                                    Discharge.
N/A *.........................  TOB-3 and TOB-3a.  Tobacco Use Treatment
                                                    Provided or Offered
                                                    at Discharge and TOB-
                                                    3a Tobacco Use
                                                    Treatment at
                                                    Discharge.
1659..........................  IMM-2............  Influenza
                                                    Immunization.
N/A *.........................  TR-1.............  Transition Record
                                                    with Specified
                                                    Elements Received by
                                                    Discharged Patients
                                                    (Discharges from an
                                                    Inpatient Facility
                                                    to Home/Self Care or
                                                    Any Other Site of
                                                    Care).
N/A...........................  SMD..............  Screening for
                                                    Metabolic Disorders.
N/A...........................  PIX..............  Psychiatric Inpatient
                                                    Experience Survey.
2860..........................  IPF Unplanned      Thirty-Day All-Cause
                                 Readmission.       Unplanned
                                                    Readmission
                                                    Following
                                                    Psychiatric
                                                    Hospitalization in
                                                    an Inpatient
                                                    Psychiatric
                                                    Facility.
N/A...........................  IPF ED Visit.....  30-Day Risk-
                                                    Standardized All-
                                                    Cause Emergency
                                                    Department Visit
                                                    Following an
                                                    Inpatient
                                                    Psychiatric Facility
                                                    Discharge.[dagger]
3205..........................  Med Cont.........  Medication
                                                    Continuation
                                                    Following Inpatient
                                                    Psychiatric
                                                    Discharge.
N/A...........................  COVID HCP........  COVID-19 Vaccination
                                                    Coverage Among
                                                    Healthcare Personnel
                                                    (HCP).[Dagger]
N/A...........................  Facility           Facility Commitment
                                 Commitment.        to Health
                                                    Equity.[Dagger]
N/A...........................  Screening for      Screening for Social
                                 SDOH.              Drivers of
                                                    Health.[Dagger]
N/A...........................  Screen Positive..  Screen Positive Rate
                                                    for Social Drivers
                                                    of Health.[Dagger]
------------------------------------------------------------------------
* Measure is no longer endorsed by the CBE but was endorsed at the time
  of adoption. We note that although section 1886(s)(4)(D)(i) of the Act
  generally requires measures specified by the Secretary be endorsed by
  the entity with a contract under section be endorsed by the entity
  with a contract under section 1890(a) of the Act, section
  1886(s)(4)(D)(ii) of the Act states that in the case of a specified
  area or medical topic determined appropriate by the Secretary for
  which a feasible and practical measure has not been endorsed by the
  entity with a contract under section 1890(a) of the Act, the Secretary
  may specify a measure that is not so endorsed as long as due
  consideration is given to measures that have been endorsed or adopted
  by a consensus organization identified by the Secretary. We attempted
  to find available measures for each of these clinical topics that have
  been endorsed or adopted by a consensus organization and found no
  other feasible and practical measures on the topics for the IPF
  setting.
[dagger] We note that we propose to modify the reporting period of this
  measure in section IV.B. of this proposed rule.
[Dagger] We note that we propose to remove these measures in section
  IV.C., IV.D., and IV.E of this proposed rule.

G. IPFQR Program Extraordinary Circumstances Exception (ECE) Policy

1. Background
    Under the current Extraordinary Circumstances Exception (ECE) 
policy as set forth in our regulations at 412.433(f), we have granted 
exceptions with respect to quality data reporting requirements in the 
event of extraordinary circumstances beyond the control of an IPF. An 
exception may be granted for extraordinary circumstances including, but 
not limited to, natural disasters or systemic problems with data 
collection systems. We refer readers to 412.433(f) for our current ECE 
regulations, as well as the FY 2013 IPPS/LTCH PPS final rule (77 FR 
53659 through 53660), FY 2014 IPPS/LTCH PPS final rule (78 FR 50903), 
FY 2015 IPF PPS final rule (79 FR 45978), and FY 2018 IPPS/LTCH PPS 
final rule (82 FR 38473 through 38474) for further background and 
details of the ECE policy. We also refer readers to the CMS QualityNet 
website for the specific requirements for submission of an ECE request 
in the IPFQR Program.\13\
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    \13\ https://qualitynet.cms.gov/ipf/ipfqr/participation.
---------------------------------------------------------------------------

    Our ECE policy provides flexibility for IPFQR Program participants 
to ensure continuity of quality care delivery and measure reporting in 
the event of an extraordinary circumstance. For instance, we recognize 
that, in circumstances where a full exception is not applicable, it is 
beneficial for an IPF to report data later than the reporting deadline. 
Delayed reporting authorized under our ECE policy allows temporary 
relief for an IPF experiencing an extraordinary circumstance while 
preserving the benefits of data reporting, such as transparency and 
informed decision-making for beneficiaries and providers alike. 
Accordingly, we propose to update our regulations to specify that an 
ECE could take the form of an extension of time for an IPF to comply 
with a data reporting requirement if CMS determines that this type of 
relief would be appropriate under the circumstances.
2. Proposal To Update the Extraordinary Circumstance Exception (ECE) 
Policy for the IPFQR Program
    We propose to update the current ECE policy codified at 42 CFR 
412.433(f) to include extensions of time as a form of relief and to 
further clarify the policy. Specifically, in the introductory text at 
proposed 42 CFR 412.433(f)(1), we propose that CMS may grant an ECE 
with respect to reporting requirements in the event of an extraordinary 
circumstance--defined as an event beyond the control of an IPF (for 
example a natural or man-made disaster such as a hurricane, tornado, 
earthquake, terrorist attack, or bombing)--that affected the ability of 
the hospital to comply with one or more applicable reporting 
requirements with respect to a fiscal year.
    We propose that the steps required for requesting or granting an 
ECE would remain the same as the current ECE process, detailed by CMS 
at the QualityNet website or a successor website.\14\ At proposed 42 
CFR 412.433(f)(2)(i), we propose that an IPF may request an ECE within 
30 calendar days of the date that the extraordinary circumstance 
occurred. Our current policy allows a request within 90 days; however, 
this proposed change would align the IPFQR Program policy with CMS 
systems implementation requirements across all quality reporting

[[Page 18519]]

programs. Under this proposed codified policy, we clarify that CMS 
retains the authority to grant an ECE as a form of relief at any time 
after the extraordinary circumstance has occurred. At proposed 42 CFR 
412.433(f)(2)(ii), we propose that CMS notify the requestor with a 
decision in writing, via email. In the event that CMS grants an ECE to 
the IPF, the written decision will specify whether the IPF is exempted 
from one or more reporting requirements or whether CMS has granted the 
IPF an extension of time to comply with one or more reporting 
requirements.
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    \14\ https://qualitynet.cms.gov/inpatient/iqr/participation#tab3.
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    Additionally, at 42 CFR 412.433(f)(3), we propose that CMS may 
grant an ECE to one or more IPFs that have not requested an ECE if CMS 
determines that: a systemic problem with a CMS data collection system 
directly impacted the ability of the IPF to comply with a quality data 
reporting requirement, or that an extraordinary circumstance has 
affected an entire region or locale. As is the case under our current 
policy, any ECE granted will specify whether the affected IPFs are 
exempted from one or more reporting requirements or whether CMS has 
granted the IPFs an extension of time to comply with one or more 
reporting requirements.
    At 42 CFR 412.433(f)(4), we state that CMS' evaluation of an 
extraordinary circumstance will include, but is not limited to whether 
the extraordinary circumstance was beyond the control of the IPF, and 
affected the ability of the IPF to provide high-quality healthcare and 
report required measure data by specified deadlines. At 42 CFR 
412.433(f)(5) we state that CMS will notify the IPF of a denial of an 
ECE in writing, via email.
    This proposed ECE policy would provide further reporting 
flexibility for IPFs and clarify the ECE process.
    We invite public comment on our proposals to modify the IPFQR 
Program's policy.

H. Requests for Information on Future Changes to the IPFQR Program

    In this section we are soliciting public comment on three topics 
that may have future impacts on the IPFQR Program. Please note, this is 
a request for information (RFI) only. In accordance with the 
implementing regulations of the Paperwork Reduction Act of 1995 (PRA), 
specifically 5 CFR 1320.3(h)(4), this general solicitation is exempt 
from the PRA. Facts or opinions submitted in response to general 
solicitations of comments from the public, published in the Federal 
Register or other publications, regardless of the form or format 
thereof, provided that no person is required to supply specific 
information pertaining to the commenter, other than that necessary for 
self-identification, as a condition of the agency's full consideration, 
are not generally considered information collections and therefore not 
subject to the PRA. Respondents are encouraged to provide complete but 
concise responses. This RFI is issued solely for information and 
planning purposes; it does not constitute a Request for Proposal (RFP), 
applications, proposal abstracts, or quotations. This RFI does not 
commit the U.S. Government to contract for any supplies or services or 
make a grant award. Further, CMS is not seeking proposals through this 
RFI and will not accept unsolicited proposals. Responders are advised 
that the U.S. Government will not pay for any information or 
administrative costs incurred in response to this RFI; all costs 
associated with responding to this RFI will be solely at the interested 
party's expense. Not responding to this RFI does not preclude 
participation in any future procurement, if conducted. It is the 
responsibility of the potential responders to monitor this RFI 
announcement for additional information pertaining to this request. 
Please note that CMS will not respond to questions about the policy 
issues raised in this RFI. CMS may or may not choose to contact 
individual responders. Such communications would only serve to further 
clarify written responses. Contractor support personnel may be used to 
review RFI responses. Responses to this notice are not offers and 
cannot be accepted by the U.S. Government to form a binding contract or 
issue a grant. Information obtained as a result of this RFI may be used 
by the U.S. Government for program planning on a non-attribution basis. 
Respondents should not include any information that might be considered 
proprietary or confidential. This RFI should not be construed as a 
commitment or authorization to incur cost for which reimbursement would 
be required or sought. All submissions become U.S. Government property 
and will not be returned. CMS may publicly post the comments received, 
or a summary thereof.
1. Request for Information on Future Star Ratings for IPFs
    Section 1886(s)(4)(F) of the Act requires that the Secretary 
establish procedures for making data submitted under the IPFQR Program 
available to the public. Such procedures must ensure the IPFs 
participating in the IPFQR Program have the opportunity to review the 
data prior to such data being made public. The Secretary must publicly 
report quality measures that relate to services furnished in IPFs on 
the CMS website. Currently, we publicly report data on measures under 
the IPFQR Program on the Compare tool on Medicare.gov.\15\
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    \15\ https://www.medicare.gov/care-compare.
---------------------------------------------------------------------------

    Star ratings summarize facility or provider performance using 
symbols to help patients and caregivers quickly and easily understand 
quality of care information. Star ratings serve an important function 
for patients, caregivers, and families, helping them to more quickly 
comprehend complex information about a health care providers' care 
quality and to easily assess differences among providers. Star ratings 
also spotlight differences in health care quality and identify areas 
for improvement and may motivate providers to perform well on measures 
in CMS quality reporting programs. This transparency serves an 
important educational function for consumers, while also helping to 
promote competition in health care markets. Informed patients and 
consumers are more empowered to select among health care providers, 
fostering continued quality improvement.
    The Compare tool currently displays star ratings for many provider 
types, including doctors and clinicians, some types of hospitals not 
including inpatient psychiatric hospitals, nursing homes, home health, 
hospice, and dialysis facilities. The method to calculate star ratings 
differs by provider type. Differences include data sources, which 
measures are included, and how the components of the star ratings are 
combined. Some providers receive ``patient survey'' star ratings, a 
composite score derived from patient experience of care surveys, in 
addition to ``overall star ratings,'' which are a composite score 
calculated using different data sources, such as quality measures or 
survey results.
    Although we publicly report data on measures under the IPFQR 
Program on the Compare tool, there are currently no star ratings 
displayed for IPFs, and IPFs are not included in hospital star ratings. 
We are seeking feedback on the development of a five-star methodology 
for IPFs that can meaningfully describe the quality of care offered by 
IPFs. Star ratings for IPFs would be designed to help consumers quickly 
identify differences in quality when selecting an IPF. We are committed 
to developing a well-tested, data-driven methodology that encourages 
continuous quality improvement. We plan to engage with the IPF 
community and provide multiple opportunities for IPFs and

[[Page 18520]]

other interested parties to give input on the development of a star 
rating system for IPFs. We note that IPFs would have the ability to 
preview their own facility's quality data before public posting of the 
IPF's star rating on the Compare tool in accordance with section 
1886(s)(4)(F) of the Act.\16\
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    \16\ Currently IPFs preview their data via the ``IPF-specific 
report (ISR)'' distributed to providers through CMS' Hospital 
Quality Reporting system.
---------------------------------------------------------------------------

    Specifically, we invite public comment on the following topics. 
Please note that we have numbered the questions continuously across the 
topic areas to aid readers in providing feedback.
Criteria for Measure Selection
    1. Are there specific criteria CMS should use to select measures 
for an IPF star rating system, such as a measure's generalizability 
(degree to which a measure is applicable to a broad segment of 
patients)?
    2. Should an IPF star rating system be limited to or more heavily 
weight certain types of measures (for example, outcome measures, 
process measures, structural measures; measures that address certain 
topics, such as safety, psychiatric treatment, substance use treatment, 
whole-person care, or patient experience)?
Suitability of Measures Currently in the IPFQR Program
    3. From the perspective of patients and families or other 
caregivers, which measures currently adopted for the IPFQR Program are 
most important when attempting to summarize quality of care in IPFs? 
Which are least important? Are there any measures in the program that 
should be specifically excluded or included in IPF Star Ratings? For 
the list of IPFQR Program measures, we refer the reader to Table 5 in 
section IV.F. in this proposed rule.
    4. From the perspective of referring providers, payers, or other 
interested parties, which measures currently adopted for the IPFQR 
Program are most important when attempting to summarize quality of care 
in IPFs? Which are least important? Are there any measures in the 
program that should be specifically excluded or included in an IPF star 
ratings system?
    5. Two measures currently in the IPFQR Program--Hours of Physical 
Restraint Use (HBIPS-2) and Hours of Seclusion (HBIPS-3)--are 
calculated and publicly reported as a rate per 1000 hours of patient 
care. Does the way these measures are currently specified and displayed 
create challenges for including these measures in a star rating 
calculation? If these measures were selected to be included in a star 
rating calculation, are there recommendations about how these measures 
should be included in a larger star rating methodology? For example, 
should the rate be made into a categorical variable (for example, 
quartiles)?
Future Use of Additional Data for an IPF Star Rating System
    6. In the FY 2024 IPF PPS final rule (88 FR 51128), we finalized 
the Psychiatric Inpatient Experience (PIX) survey as a measure of 
patient experience in IPFs. The PIX survey will become mandatory for 
the FY 2028 payment determination--that is, data collection occurring 
in CY 2026. Although PIX data may not be available for an initial 
version of an IPF star rating system, what considerations should CMS 
give these data, when they become available? For example, should they 
be included as part of an overall star rating, or used to derive a 
stand-alone patient experience star rating? See for example the 
Hospital patient experience star rating,\17\ which is derived from the 
Hospital Consumer Assessment of Healthcare Providers and Systems 
(HCAHPS(copyright)) survey and displayed as ``Patient survey rating'' 
on the Compare tool.
---------------------------------------------------------------------------

    \17\ https://hcahpsonline.org/en/hcahps-star-ratings/.
---------------------------------------------------------------------------

    7. Are there other measurement topics that are currently not 
addressed by an IPFQR Program measure, but would be valuable in an IPF 
star rating?
    We intend to use this input to inform our future star rating 
development efforts. We intend to consider how a rating system would 
determine an IPF's star rating, the methods used for such calculations, 
and an anticipated timeline for implementation. We will consider 
comments in response to this RFI for future rulemaking.
2. Request for Information on Future Measures for the IPFQR Program
    We are seeking input on the importance, relevance, appropriateness, 
and applicability of two concepts under consideration for future years 
in the IPFQR Program.
    We are seeking input on a quality measure concept of well-being for 
future quality measures. Well-being is a comprehensive approach to 
disease prevention and health promotion, as it integrates mental, 
social, and physical health \18\ \19\ while emphasizing preventive care 
to proactively address potential health issues. This comprehensive 
approach emphasizes person-centered care by promoting well-being of 
patients and their family members. We request input and comment on 
tools and measures that assess for overall health, happiness, and 
satisfaction in life that could include aspects of emotional well-
being, social connections, purpose, fulfillment, and self-care work. 
Please provide input on the relevant aspects of well-being for the IPF 
setting.
---------------------------------------------------------------------------

    \18\ Overall well-being. See more information at https://odphp.health.gov/healthypeople/objectives-and-data/overall-health-and-well-being-measures/overall-well-being-ohm-01.
    \19\ Well-Being Measurement. See more information at https://www.va.gov/WHOLEHEALTH/professional-resources/well-being-measurement.asp.
---------------------------------------------------------------------------

    We are also seeking input on a quality measure concept of nutrition 
for future quality measures. Assessment of an individual's nutritional 
status may include various strategies, guidelines, and practices 
designed to promote healthy eating habits and ensure individuals 
receive the necessary nutrients for maintaining health, growth, and 
overall well-being. This also includes aspects of health that support 
or mediate nutritional status, such as physical activity and sleep. In 
this context, preventable care plays a vital role by proactively 
addressing factors that may lead to poor nutritional status or related 
health issues. These efforts not only support optimal nutrition but 
also work to prevent conditions that could otherwise hinder an 
individual's health and nutritional needs. We request input and comment 
on tools and frameworks that promote healthy eating habits, exercise, 
nutrition, or physical activity for optimal health, well-being, and 
best care for all. Please provide input on the relevant aspects of 
nutrition for the IPF setting.
    We intend to use this input to inform our future measure 
development efforts.
3. Request for Information on Digital Quality Measurement Strategy: 
Approach to FHIR[supreg] Patient Assessment Reporting in the IPFQR 
Program
    Section 4125(b) of the Consolidated Appropriations Act of 2023 
(CAA, 2023) (Pub. L. 117-328, Dec. 29, 2022) \20\ amended section 
1886(s)(4) of the Act by adding a new subparagraph (E), which requires 
an IPF participating in the IPFQR Program to collect and submit 
specified standardized patient assessment data using a new standardized 
patient assessment instrument, for rate year 2028 and each subsequent 
year.
---------------------------------------------------------------------------

    \20\ https://www.congress.gov/117/plaws/publ328/PLAW-117publ328.pdf.

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[[Page 18521]]

    As noted in the RFI \21\ in the FY 2025 IPF PPS proposed rule 
(``Patient Assessment Instrument Under IPFQR Program (IPF PAI) to 
Improve the Accuracy of PPS''), achieving interoperability is important 
and it is our goal to facilitate safe and secure data sharing, access, 
and utilization of electronic health information to enhance decision-
making and create a more efficient healthcare system (89 FR 23201 
through 23204). We also stated that we are considering ways to ensure 
that the Inpatient Psychiatric Facility Patient Assessment Instrument 
(IPF-PAI) can be represented using Fast Healthcare Interoperability 
Resources[supreg] (FHIR[supreg]) standards (89 FR 23201). As part of 
that RFI, we requested and received input on topics including: Whether 
Standardized Patient Assessment Data Elements already in use in the CMS 
Data Element Library (DEL) \22\ are appropriate and clinically relevant 
for the IPF setting, use of CMS reporting systems, and other 
interoperability-related considerations (89 FR 23201). In the FY 2025 
IPF PPS final rule, we acknowledged a recommendation to align the IPF-
PAI with United States Core Data for Interoperability (USCDI) \23\ and 
several commenters noted IPFs did not receive funding to adopt CEHRT, 
suggesting we consider how the implementation of the IPF-PAI would 
affect providers without EHRs (89 FR 64646).
---------------------------------------------------------------------------

    \21\ ``Patient Assessment Instrument Under IPFQR Program (IPF 
PAI) to Improve the Accuracy of PPS'' (89 FR 23200 through 23204).
    \22\ https://del.cms.gov/DELWeb/pubHome.
    \23\ https://www.healthit.gov/isp/united-states-core-data-interoperability-uscdi.
---------------------------------------------------------------------------

    We are considering opportunities to advance FHIR-based reporting of 
patient assessment data for the IPF-PAI mandated by the CAA, 2023. The 
questions in this section seek to gain an understanding of the current 
adoption and use of EHRs, other health IT, and data standards 
supporting interoperability (such as FHIR and USCDI) within IPFs. We 
also aim to identify the extent of technology adoption beyond certified 
health IT and EHRs and seek a better understanding of how FHIR-
standardized data can be generated, used, and shared through other 
technologies, without use of EHRs. Our objective is to explore how IPFs 
typically integrate technologies with varying complexity into existing 
systems and how this affects IPF workflows. We seek to identify the 
challenges or opportunities that may arise during this integration, and 
determine the support needed to complete and submit the IPF-PAIs in 
ways that protect and enhance care delivery. This insight will help 
inform the technologies we may consider for use with the IPF-PAI and 
quality data reporting. We note that we intend for this same RFI to 
also appear in the FY 26 IPPS proposed rule, as a majority of IPFs are 
hospital-based,\24\ to increase the number of interested parties who 
learn about this opportunity to provide feedback.
---------------------------------------------------------------------------

    \24\ We refer readers to the FY 2025 IPF PPS-Rate Update final 
rule, Table 24 (89 FR 64670). Based on this data, 59.3 percent of 
IPFs were hospital-based units, a figure derived by dividing the sum 
of urban and rural units by the total number of facilities.
---------------------------------------------------------------------------

    We seek feedback on the current state of health IT use, including 
EHRs, in IPFs:
     To what extent does your facility use health IT systems to 
maintain and exchange patient records?
     If your facility has transitioned to using electronic 
records in whole or in part, what types of health IT does your IPF use 
to maintain patient records? Are these health IT systems certified 
under the Office of the National Coordinator for Health Information 
Technology (ONC) Health IT Certification program? \25\ Does your 
facility use EHRs or other health IT products or systems that are not 
certified under the ONC Health IT Certification Program? If so, do 
these systems exchange data using standards and implementation 
specifications adopted by HHS? \26\ Please specify.
---------------------------------------------------------------------------

    \25\ https://www.healthit.gov/topic/certification-ehrs/about-onc-health-it-certification-program.
    \26\ For instance, see standards adopted by ASTP/ONC on behalf 
of HHS in 45 CFR part 170, subpart B.
---------------------------------------------------------------------------

     Does your IPF submit patient data to CMS directly from 
your health IT system, without the assistance of a third-party 
intermediary? If a third-party intermediary is used to report data, 
what type of intermediary service is used? How does your facility 
currently exchange health information with other healthcare providers 
or systems, specifically between IPFs and other provider types, or with 
public health agencies? What challenges do you face with the electronic 
exchange of health information?
     Are there any challenges with your current electronic 
devices (for example, tablets, smartphones, computers) that hinder your 
ability to easily exchange information across health IT systems? Please 
describe any specific issues you encounter.
     Does limited internet or lack of internet connectivity 
impact your ability to exchange data with other healthcare providers, 
including community-based care services, or your ability to submit 
patient data to CMS?
     What steps does your IPF take to ensure compliance in 
using health IT with security and patient privacy requirements such as 
the requirements of the regulations promulgated under the Health 
Insurance Portability and accountability Act (HIPAA) and related 
regulations?
     Does your IPF refer to the SAFER Guides (see newly revised 
versions published in January 2025 at https://www.healthit.gov/topic/safety/safer-guides) to self-assess EHR safety practices? \27\
---------------------------------------------------------------------------

    \27\ The SAFER Guides are an evidence-based set of 
recommendations in the form of nine stand-alone, subject-oriented 
chapters that present the health IT community, including eligible 
hospitals and CAHs that use health IT, with best practice 
recommendations to improve the safety and safe use of EHRs. See 
https://www.healthit.gov/topic/safety/safer-guides.
---------------------------------------------------------------------------

     What challenges or barriers does your IPF encounter when 
submitting quality measure data to CMS as part of the IPFQR Program? 
Please identify any factors that hinder successful data submission. 
What opportunities or factors could improve your facility's successful 
data submission to CMS?
     What types of technical assistance, guidance, workforce 
training resources, and other resources would help IPFs to successfully 
implement FHIR-based technologies for submitting the IPF-PAI to CMS? 
What strategies can CMS, HHS or other Federal partners take to ensure 
that technical assistance is both comprehensive and user-friendly? How 
could Quality Improvement Organizations (QIOs) or other entities 
enhance this support?
     Is your facility using technology that utilizes APIs based 
on the FHIR standard to enable electronic data sharing? If so, with 
whom are you sharing data using the FHIR standard and for what 
purpose(s)? For example, have you used FHIR APIs to share data with 
public health agencies? Does your facility use any Substitutable 
Medical Applications and Reusable Technologies (SMART) on FHIR \28\ 
applications? If so, are the SMART on FHIR applications integrated with 
your EHR or other health IT?
---------------------------------------------------------------------------

    \28\ https://smarthealthit.org/.
---------------------------------------------------------------------------

     What benefits or challenges have you experienced with 
implementing technology that uses FHIR-based APIs? How can adopting 
technology that uses FHIR-based APIs to facilitate the reporting of 
patient assessment data impact provider workflows? What impact, if any, 
does adopting this technology have on quality of care?
     Does your facility have any experience using technology 
that shares electronic health information using one

[[Page 18522]]

or more versions of the USCDI standard? \29\
---------------------------------------------------------------------------

    \29\ For more information about USCDI see https://www.healthit.gov/isp/united-states-core-data-interoperability-uscdi.
---------------------------------------------------------------------------

     Would your IPF and/or vendors be interested in 
participating in testing to explore options for transmission of 
assessments, for example, testing methods to transmit assessments that 
incorporate FHIR-enabled data to CMS?
     What other information should we consider, to facilitate 
successful adoption and integration of FHIR-based technologies and 
standardized data for patient assessment instruments like the IPF-PAI? 
We invite any feedback, suggestions, best practices, or success stories 
related to the implementation of these technologies.

V. Collection of Information Requirements

    This rule proposes updates to the prospective payment rates, 
outlier threshold, and wage index for Medicare inpatient hospital 
services provided by IPFs. In addition, we propose the removal of one 
measure in the IPFQR Program that would affect the information 
collection burden under OMB control number 0938-0050.
    Under the Paperwork Reduction Act of 1995 (PRA) (44 U.S.C. 3501 et 
seq.), we are required to provide 60-day notice in the Federal Register 
and solicit public comment before a ``collection of information'' 
requirement is submitted to the Office of Management and Budget (OMB) 
for review and approval. For the purposes of the PRA and this section 
of the preamble, collection of information is defined under 5 CFR 
1320.3(c) of the PRA's implementing regulations.
    To fairly evaluate whether an information collection should be 
approved by OMB, section 3506(c)(2)(A) of the Paperwork Reduction Act 
of 1995 requires that we solicit comment on the following issues:
     The need for the information collection and its usefulness 
in carrying out the proper functions of our agency.
     The accuracy of our estimate of the information collection 
burden.
     The quality, utility, and clarity of the information to be 
collected.
     Recommendations to minimize the information collection 
burden on the affected public, including automated collection 
techniques.
    We are soliciting public comment (see section V.E. of this proposed 
rule) on each of these issues for the following sections of this 
document that contain information collection requirements. Comments, if 
received, will be responded to within the subsequent final rule.
    The following changes will be submitted to OMB for review under 
control number 0938-1171 (CMS-10432). We are not proposing any changes 
that would change any of the data collection instruments that are 
currently approved under that control number.
    In section V.B. of this proposed rule, we restate our currently 
approved burden estimates. In section V.C. of this proposed rule, we 
estimate the changes in burden associated with the update to more 
recent wage rates. Then in section V.D. of this proposed rule, we 
discuss the policies proposed in this proposed rule.

A. Wage Estimates

    In the FY 2025 IPF PPS final rule, we utilized the median hourly 
wage rate for Medical Records Specialists, in accordance with the 
Bureau of Labor Statistics (BLS), to calculate our burden estimates for 
the IPFQR Program (89 FR 64664). While the most recent data from the 
BLS reflects a mean hourly wage of $25.81 per hour for all medical 
records specialists, $27.69 is the mean hourly wage for ``general 
medical and surgical hospitals,'' which is an industry within medical 
records specialists.\30\ We believe the industry of ``general medical 
and surgical hospitals'' is more specific to the IPF setting for use in 
our calculations than other industries that fall under medical records 
specialists, such as ``office of physicians'' or ``nursing care 
facilities (skilled nursing facilities).'' We calculated the cost of 
indirect costs, including fringe benefits, at 100 percent of the median 
hourly wage, consistent with previous years. This is necessarily a 
rough adjustment, both because fringe benefits and other indirect costs 
vary significantly by employer and methods of estimating these costs 
vary widely in the literature. Nonetheless, we believe that doubling 
the hourly wage rate ($27.69 x 2 = $55.38) to estimate total cost is a 
reasonably accurate estimation method. Accordingly, unless otherwise 
specified, we would calculate cost burden to IPFs using a wage plus 
benefits estimate of $55.38 per hour throughout the discussion in this 
section of this rule for the IPFQR Program.
---------------------------------------------------------------------------

    \30\ https://www.bls.gov/oes/current/oes292072.htm.
---------------------------------------------------------------------------

    Some of the activities previously finalized for the IPFQR Program 
require beneficiaries to undertake tasks such as responding to survey 
questions on their own time. In the FY 2025 IPF PPS final rule, we 
estimated the hourly wage rate for these activities to be $24.04/hr (89 
FR 64664). We are updating that estimate to a post-tax wage of $24.04/
hr. The Valuing Time in U.S. Department of Health and Human Services 
Regulatory Impact Analyses: Conceptual Framework and Best Practices 
identifies the approach for valuing time when individuals undertake 
activities on their own time.\31\ For FY 2026 we propose to derive the 
costs for beneficiaries using the usual weekly earnings of wage and 
salary workers of $1,192, divided by 40 hours to calculate an hourly 
pre-tax wage rate of $29.80/hr.\32\ We propose to adjust this rate 
downwards by an estimate of the effective tax rate for median income 
households of about 14 percent calculated by comparing pre- and post-
tax income,\33\ resulting in the post-tax hourly wage rate of $25.63/
hr. Unlike our State and private sector wage adjustments, we are not 
adjusting beneficiary wages for fringe benefits and other indirect 
costs since the individuals' activities, if any, would occur outside 
the scope of their employment.
---------------------------------------------------------------------------

    \31\ https://aspe.hhs.gov/reports/valuing-time-us-department-health-human-services-regulatory-impact-analyses-conceptual-framework.
    \32\ https://www.bls.gov/news.release/pdf/wkyeng.pdf. Accessed 
January 24, 2025.
    \33\ https://www.census.gov/library/publications/2024/demo/p60-282.html. Accessed January 24, 2025.
---------------------------------------------------------------------------

B. Information Collection Requirements for the Inpatient Psychiatric 
Facilities Quality Reporting (IPFQR) Program

1. Previously Finalized IPFQR Program Estimates
    For the purposes of calculating burden, we attribute the costs to 
the year in which the costs begin. Under our previously finalized 
policies, data submission for the measures that affect the FY 2028 
payment determination occurs during CY 2027 and generally reflects care 
provided during CY 2026. Our currently approved burden for CY 2026 is 
set forth in Table 6.

[[Page 18523]]



                                  Table 6--Previously Finalized IPFQR Program Information Collection Burden for CY 2026
--------------------------------------------------------------------------------------------------------------------------------------------------------
                                                 Number of      Total       Time per    Time per                   Applicable   Cost per
   Measure/response description       Number     responses/     annual      response    facility   Total annual    wage rate    facility   Total annual
                                   respondents   respondent   responses      (hrs)       (hrs)      time (hrs)       ($/hr)       ($)        cost ($)
--------------------------------------------------------------------------------------------------------------------------------------------------------
Hours of Physical Restraint Use..        1,596        1,261    2,012,556         0.25        315         503,139        52.12     16,431      26,223,605
Hours of Seclusion Use...........        1,596        1,261    2,012,556         0.25        315         503,139        52.12     16,431      26,223,605
Follow-Up After Psychiatric              1,596            0            0            0          0               0        52.12          0               0
 Hospitalization.................
Alcohol Use Brief Intervention           1,596          609      971,964         0.25        152         242,991        52.12      7,935      12,664,691
 Provided or Offered and SUB-2a
 Alcohol Use Brief Intervention..
Alcohol and Other Drug Use               1,596          609      971,964         0.25        152         242,991        52.12      7,935      12,664,691
 Disorder Treatment Provided or
 Offered at Discharge and SUB-3a
 Alcohol and Other Drug Use
 Disorder Treatment at Discharge.
Tobacco Use Treatment Provided or        1,596          609      971,964         0.25        152         242,991        52.12      7,935      12,664,691
 Offered at Discharge and TOB-3a
 Tobacco Use Treatment at
 Discharge.......................
Influenza Immunization...........        1,596          609      971,964         0.25        152         242,991        52.12      7,935      12,664,691
Transition Record with Specified         1,596          609      971,964         0.25        152         242,991        52.12      7,935      12,664,691
 Elements Received by Discharged
 Patients (Discharges from an
 Inpatient Facility to Home/Self
 Care or Any Other Site of Care).
Screening for Metabolic Disorders        1,596          609      971,964         0.25        152         242,991        52.12      7,935      12,664,691
Thirty-Day All-Cause Unplanned           1,596            0            0            0          0               0        52.12          0               0
 Readmission Following
 Psychiatric Hospitalization in
 an Inpatient Psychiatric
 Facility........................
30-Day Risk-Standardized All-            1,596            0            0            0          0               0        52.12          0               0
 Cause Emergency Department Visit
 Following an Inpatient
 Psychiatric Facility Discharge
 measure.........................
Medication Continuation Following        1,596            0            0            0          0               0        52.12          0               0
 Inpatient Psychiatric Discharge.
Modified COVID-19 Healthcare             1,596            0            0            0          0               0        52.12          0               0
 Personnel (HCP) Vaccination
 Measure *.......................
Facility Commitment to Health            1,596            1        1,596        0.167          0             267        52.12          9          13,892
 Equity *........................
Screening for Social Drivers of            798            1          798        0.167          0             133        52.12          9           6,946
 Health (Data Submission) *......
Screen Positive Rate for Social            798            1          798        0.167          0             133        52.12          9           6,946
 Drivers of Health *.............
Non Measure Data Collection......        1,596            4        6,384          0.5          2           3,192        52.12        104         166,367
                                  ----------------------------------------------------------------------------------------------------------------------
    Subtotal for Medical Records         1,596        6,183    9,866,472       Varies      1,547       2,467,949        52.12     80,604     128,629,505
     Specialists.................
Screening for Social Drivers of          1,596        1,261    2,012,556        0.033         42          66,414        24.04      1,000       1,596,601
 Health (Patient Screening) *....
Psychiatric Inpatient Experience           798          300      239,400        0.121         36          28,967        24.04        873         696,376
 Survey..........................
                                  ----------------------------------------------------------------------------------------------------------------------
    Subtotal for Individuals.....        1,596        1,561    2,251,956       Varies         78          95,382        24.04      1,873       2,292,977
                                  ----------------------------------------------------------------------------------------------------------------------
        Totals...................        1,596        7,744   12,118,428       Varies      1,624       2,563,331          N/A     82,477     130,922,482
--------------------------------------------------------------------------------------------------------------------------------------------------------
* We note that we propose to remove these measures in this proposed rule.

2. Updates Due to More Recent Information
    In section V.A. of this proposed rule, we described our updated 
wage rates which increase from $52.12/hr to $55.38/hr (an increase of 
$3.26/hr) for activities performed by Medical Records Specialists and 
from $24.04/hr to $25.63/hr (an increase of $1.59/hr) for activities 
performed by individuals. The effects of these updates are set forth in 
Table 7.

[[Page 18524]]



                                                          Table 7--Effects of Wage Rate Updates
--------------------------------------------------------------------------------------------------------------------------------------------------------
                                                                                                             Change in
                                     Total annual     Time per response      Time per      Total annual     applicable    Change in cost     Change in
   Measure/response description        responses            (hrs)         facility (hrs)    time (hrs)     wage rate ($/   per facility    total annual
                                                                                                                hr)             ($)          cost ($)
--------------------------------------------------------------------------------------------------------------------------------------------------------
Subtotal for Medical Records             9,866,472  Varies..............           1,547       2,467,949            3.26           5,042       8,045,514
 Specialists.
Subtotal for Individuals..........       2,251,956  Varies..............              78          95,382            1.59             124         151,657
                                   ---------------------------------------------------------------------------------------------------------------------
    Totals........................      12,118,428  Varies..............           1,624       2,563,331          Varies           5,165       8,197,171
--------------------------------------------------------------------------------------------------------------------------------------------------------

3. Updates Due to Proposals in This Proposed Rule
    In section IV.B. of this proposed rule, we propose to begin use of 
the 30-Day Risk-Standardized All-Cause Emergency Department (ED) Visit 
Following an IPF Discharge measure (IPF ED Visit measure) in the IPFQR 
Program with the FY 2029 payment determination instead of the FY 2027 
payment determination, and to modify the reporting period for the IPF 
ED Visit measure to a two-year reporting period that runs from July 1st 
four years prior to the applicable fiscal year payment determination to 
June 30th two years prior to the applicable fiscal year payment 
determination. As discussed in the FY 2025 IPF PPS final rule, the IPF 
ED Visit measure is a claims-based measure and there is no additional 
burden outside of submitting a claim, the submission of which is 
approved under OMB control number 0938-0050 (89 FR 64667). This 
proposal does not warrant any changes under that control number.
    In section IV.C. of this proposed rule, we propose to remove the 
Facility Commitment to Health Equity measure from the IPFQR Program 
beginning with the FY 2026 payment determination. This measure and the 
associated information collection burden was previously finalized in 
the FY 2024 IPF PPS final rule and is approved under OMB control number 
0938-1171 (88 FR 51151). We estimate that this proposal would result in 
a total annual burden decrease of 267 hours (0.167 hours x 1,596 IPFs) 
at a savings of $14,761 (267 hours x $55.38/hour). This estimate is 
summarized in Table 8.
    In section IV.D. of this proposed rule, we propose to remove the 
COVID-19 Vaccination Coverage among Healthcare Personnel (HCP) measure 
from the IPFQR Program beginning with the FY 2026 payment 
determination. This measure and the associated information collection 
burden was previously finalized in the FY 2022 IPF PPS final rule and 
is approved under OMB control number 0920-1317 (86 FR 42668 and 42669). 
IPFs have the option to manually enter data directly into the Centers 
for Disease Control and Prevention (CDC) National Healthcare Safety 
Network (NHSN) web-based application or by uploading a CSV file. CDC 
estimates that each IPF requires between 40 minutes (0.67 hours) to 
upload a CSV file and 45 minutes (0.75 hours) monthly to enter the data 
manually. Therefore, we estimate that this proposal would result in a 
decrease in burden of between 12,768 hours (0.67 hours x 12 months x 
1,596 IPFs) and 14,364 hours (0.75 hours x 12 months x 1,596 IPFs) 
annually across all 1,596 IPFs. While there is no information 
collection burden associated with this measure under OMB control number 
0938-0050, we have included the removal of this measure in Table 8 to 
be consistent with the measure's inclusion in Table 6.
    In section IV.E. of this proposed rule, we propose to remove the 
Screening for Social Drivers of Health and Screen Positive Rate for 
Social Drivers of Health measures from the IPFQR Program beginning with 
the FY 2026 payment determination. These measures and the associated 
information collection burden were previously finalized in the FY 2023 
IPF PPS final rule and are approved under OMB control number 0938-1171 
(88 FR 51150 through 51153). With regard to the Screening for Social 
Drivers of Health measure, there are two components: patient screening 
for five health related social needs domains and IPF submission of 
aggregated IPF-level measure data. For the Screen Positive Rate for 
Social Drivers of Health measure, IPFs are required to report on an 
annual basis the number of patients who screen positive for one or more 
of the five Social Drivers of Health domains divided by the total 
number of patients screened (reported as five separate rates). With 
regard to patient screening, the currently approved burden estimate 
under OMB control number 0938-1171 for the FY 2026 payment 
determination and subsequent years is 66,414 hours annually for 
2,012,556 patients (0.033 hours x 2,012,556 patients). With regard to 
measure reporting, due to data submission being voluntary for the FY 
2026 payment determination, the currently approved burden estimate is 
133 hours annually across 798 IPFs (0.167 hours x 798 IPFs) per 
measure. For mandatory data submission in the FY 2027 payment 
determination and subsequent years, the currently approved burden 
estimate is 267 hours annually across 1,596 IPFs (0.167 hours x 1,596 
IPFs) per measure. Therefore, we estimate that this proposal would 
result in a decrease in burden of 66,680 hours (66,414 + 133 + 133) 
annually across all 1,596 IPFs for the FY 2026 payment determination 
and 66,948 hours (66,414 + 267 + 267) annually across all 1,596 IPFs 
for the FY 2027 payment determination and subsequent years. These 
estimates are summarized in Tables 8 through 10.
    In section IV.F. of this proposed rule, we propose updates to our 
codified ECE policy. Because the process for requesting or granting an 
ECE would remain the same as the current ECE process, these updates 
would not affect burden associated with the submission of the ECE form, 
which is accounted for under OMB control number 0938-1022 (expiration 
date April 30, 2027).
    In total, for CY 2026 we estimate a decrease in burden of 66,947 
hours (267 + 66,414 + 133 + 133) at a savings of $1,731,712 ($14,761 + 
$1,702,191 + $7,380 + $7,380). We estimate that beginning with CY 2027 
the savings will increase to a total reduction in burden of 67,215 (267 
+ 66,414 + 267 + 267) hours at a savings of $1,746,474 ($14,761 + 
$1,702,191 + $14,761 + $14,761) associated with these proposals.

[[Page 18525]]



                                          Table 8--Total CY 2026 Facility Information Collection Burden Changes
--------------------------------------------------------------------------------------------------------------------------------------------------------
                                                             Number of
      Measure/response description            Number        responses/     Total annual      Time per        Time per      Total annual    Total annual
                                            respondents     respondent       responses    response (hrs)  facility (hrs)    time (hrs)       cost ($)
--------------------------------------------------------------------------------------------------------------------------------------------------------
Facility Commitment to Health Equity....           1,596               1         (1,596)           0.167         (0.167)           (267)        (14,761)
Modified COVID-19 Healthcare Personnel             1,596               0               0               0               0               0               0
 (HCP) Vaccination Measure..............
Screening for Social Drivers of Health               798               1           (798)           0.167         (0.167)           (133)         (7,380)
 (Data Submission)......................
Screen Positive Rate for Social Drivers              798               1           (798)           0.167         (0.167)           (133)         (7,380)
 of Health..............................
                                         ---------------------------------------------------------------------------------------------------------------
    Total...............................           1,596               1         (3,192)           0.167           (0.5)           (533)        (29,521)
--------------------------------------------------------------------------------------------------------------------------------------------------------


                                       Table 9--Total CY 2026 Patient Survey Information Collection Burden Changes
--------------------------------------------------------------------------------------------------------------------------------------------------------
                                                             Number of
      Measure/response description            Number        responses/     Total annual      Time per        Time per      Total annual    Total annual
                                            respondents     respondent       responses    response (hrs)  facility (hrs)    time (hrs)       cost ($)
--------------------------------------------------------------------------------------------------------------------------------------------------------
Screening for Social Drivers of Health             1,596           1,261     (2,012,556)           0.033          (41.6)        (66,414)     (1,702,191)
 (Patient Screening)....................
                                         ---------------------------------------------------------------------------------------------------------------
    Total...............................           1,596           1,261     (2,012,556)           0.033          (41.6)        (66,414)     (1,702,191)
--------------------------------------------------------------------------------------------------------------------------------------------------------


                                         Table 10--Total CY 2027 Facility Information Collection Burden Changes
--------------------------------------------------------------------------------------------------------------------------------------------------------
                                                             Number of
      Measure/response description            Number        responses/     Total annual      Time per        Time per      Total annual    Total annual
                                            respondents     respondent       responses    response (hrs)  facility (hrs)    time (hrs)       cost ($)
--------------------------------------------------------------------------------------------------------------------------------------------------------
Screening for Social Drivers of Health               798               1           (798)           0.167         (0.167)           (133)         (7,380)
 (Data Submission)......................
Screen Positive Rate for Social Drivers              798               1           (798)           0.167         (0.167)           (133)         (7,380)
 of Health..............................
                                         ---------------------------------------------------------------------------------------------------------------
    Total...............................             798               1         (1,596)           0.167          (0.33)           (267)        (14,761)
--------------------------------------------------------------------------------------------------------------------------------------------------------

    We invite public comments on the proposed removal of the SDOH 
information collection requirements and whether our estimated burden 
reduction of 0.033 hours per patient and an annual decrease of 0.167 
hours in burden per IPF for each measure is an accurate estimate.

C. Submission of PRA-Related Comments

    We have submitted a copy of this proposed rule's information 
collection requirements to OMB for their review. The requirements are 
not effective until they have been approved by OMB.
    To obtain copies of the supporting statement and any related forms 
for the proposed collections discussed above, please visit the CMS 
website at https://www.cms.gov/regulationsand-guidance/legislation/paperworkreductionactof1995/pralisting, or call the Reports Clearance 
Office at 410-786-1326.
    We invite public comments on the modifications to previously 
finalized information collection requirements. If you wish to comment, 
please submit your comments electronically as specified in the DATES 
and ADDRESSES sections of this proposed rule and identify the rule 
(CMS-1831-P), the ICR's CFR citation, and OMB control number.

VI. Response to Comments

    Because of the large number of public comments we normally receive 
on Federal Register documents, we are not able to acknowledge or 
respond to them individually. We will consider all comments we receive 
by the date and time specified in the DATES section of this preamble, 
and, when we proceed with a subsequent document, we will respond to the 
comments in the preamble to that document.

VII. Regulatory Impact Analysis

A. Statement of Need

    This rule proposes updates to the prospective payment rates for 
Medicare inpatient hospital services provided by IPFs for discharges 
occurring during FY 2026 (October 1, 2025 through September 30, 2026). 
We are proposing to apply the proposed 2021-based IPF market basket 
increase for FY 2026 of 3.2 percent, reduced by the proposed 
productivity adjustment of 0.8 percentage point as required by section 
1886(s)(2)(A)(i) of the Act for a proposed total FY 2026 payment rate 
update of 2.4 percent. In this proposed rule, we are proposing to 
update the outlier fixed dollar loss threshold amount, update the IPF 
labor-related share and update the IPF wage index to reflect the FY 
2026 hospital inpatient wage index. Section 1886(s)(4) of the Act 
requires IPFs to report data in accordance with the requirements of the 
IPFQR Program for purposes of measuring and making publicly available 
information on health care quality; and links the quality data 
submission to the annual applicable percentage increase.

B. Overall Impact

    We have examined the impacts of this rule as required by Executive 
Order 12866, ``Regulatory Planning and Review''; Executive Order 13132, 
``Federalism''; Executive Order 13563, ``Improving Regulation and 
Regulatory Review''; Executive Order 14192, ``Unleashing Prosperity 
Through Deregulation''; the Regulatory Flexibility Act (RFA) (Pub. L. 
96-354); section 1102(b) of the Social Security Act; and section 202 of 
the Unfunded

[[Page 18526]]

Mandates Reform Act of 1995 (Pub. L. 104-4).
    Executive Orders 12866 and 13563 direct agencies to assess all 
costs and benefits of available regulatory alternatives and, if 
regulation is necessary, to select those regulatory approaches that 
maximize net benefits (including potential economic, environmental, 
public health and safety, and other advantages; distributive impacts; 
and equity). Section 3(f) of Executive Order 12866 defines a 
``significant regulatory action'' as any regulatory action that is 
likely to result in a rule that may: (1) have an annual effect on the 
economy of $100 million or more or adversely affect in a material way 
the economy, a sector of the economy, productivity, competition, jobs, 
the environment, public health or safety, or State, local, or tribal 
governments or communities; (2) create a serious inconsistency or 
otherwise interfere with an action taken or planned by another agency; 
(3) materially alter the budgetary impact of entitlements, grants, user 
fees, or loan programs or the rights and obligations of recipients 
thereof; or (4) raise novel legal or policy issues arising out of legal 
mandates, or the President's priorities.
    A regulatory impact analysis (RIA) must be prepared for a 
regulatory action that is significant under section 3(f)(1) of E.O. 
12866. We estimate that the total impact of these changes for FY 2026 
payments compared to FY 2025 payments will be an increase of 
approximately $70 million. This reflects a $70 million increase from 
the proposed update to the payment rates (+$90 million from the 
proposed 2021-based IPF market basket increase of 3.2 percent, and -$20 
million for the proposed productivity adjustment of 0.8 percentage 
point). Outlier payments are estimated to be approximately 2.0 percent 
in FY 2025 and to remain at 2.0 percent of total estimated IPF payments 
in FY 2026.
    Based on our estimates, OMB's Office of Information and Regulatory 
Affairs has determined that this rulemaking is ``significant,'' though 
not significant under section 3(f)(1) of Executive Order 12866. 
Nevertheless, because of the potentially substantial impact to IPF 
providers, we have prepared an RIA that to the best of our ability 
presents the costs and benefits of the rulemaking. OMB has reviewed 
these proposed regulations, and the Departments have provided the 
following assessment of their impact.

C. Detailed Economic Analysis

    In this section, we discussed the historical background of the IPF 
PPS and the impact of the final rule on the Federal Medicare budget and 
on IPFs.
1. Budgetary Impact
    As discussed in the RY 2005 and RY 2007 IPF PPS final rules, we 
applied a budget neutrality factor to the Federal per diem base rate 
and ECT payment per treatment to ensure that total estimated payments 
under the IPF PPS in the implementation period would equal the amount 
that would have been paid if the IPF PPS had not been implemented. This 
budget neutrality factor included the following components: outlier 
adjustment, stop loss adjustment, and the behavioral offset. As 
discussed in the RY 2009 IPF PPS notice (73 FR 25711), the stop-loss 
adjustment is no longer applicable under the IPF PPS.
    As discussed in section III.D.4.c of this proposed rule, we propose 
to update the wage index and labor-related share in a budget neutral 
manner by applying a wage index budget neutrality factor to the Federal 
per diem base rate and ECT payment per treatment. In addition, as 
discussed in section III.D.9 of this proposed rule, we propose to apply 
a refinement standardization factor to the Federal per diem base rate 
and ECT payment per treatment to account for the proposed revisions to 
the adjustment factors for teaching status and for IPFs located in 
rural areas (as previously discussed in sections III.D.5 and III.D.6 of 
this proposed rule, and summarized in Addendum A), which must be made 
budget-neutrally. Therefore, the budgetary impact to the Medicare 
program of the proposed rule will be due to the proposed market basket 
increase for FY 2026 of 3.2 percent (see section III.A.2 of this 
proposed rule) reduced by the proposed productivity adjustment of 0.8 
percentage point required by section 1886(s)(2)(A)(i) of the Act and 
the update to the outlier fixed dollar loss threshold amount.
    We estimate that the FY 2026 impact will be a net increase of $70 
million in payments to IPF providers. This reflects an estimated $70 
million increase from the update to the payment rates. This estimate 
does not include the implementation of the required 2.0 percentage 
point reduction of the proposed market basket update factor for any IPF 
that fails to meet the IPF quality reporting requirements (as discussed 
in section III.B.3 of this proposed rule).
2. Impact on Providers
    To show the impact on providers of the changes to the IPF PPS 
discussed in this proposed rule, we compared estimated payments under 
the IPF PPS rates and factors for FY 2026 versus those under FY 2025. 
We determined the percent change in the estimated FY 2026 IPF PPS 
payments compared to the estimated FY 2025 IPF PPS payments for each 
category of IPFs. In addition, for each category of IPFs, we have 
included the estimated percent change in payments resulting from the 
update to the outlier fixed dollar loss threshold amount; the revisions 
to the facility-level adjustment factors; the updated wage index data 
and labor-related share; and the market basket increase for FY 2026, as 
reduced by the productivity adjustment according to section 
1886(s)(2)(A)(i) of the Act.
    To illustrate the impacts of the proposed FY 2026 changes in this 
rule, our analysis begins with FY 2024 IPF PPS claims (based on the 
2024 MedPAR claims, December 2024 update). We estimated FY 2025 IPF PPS 
payments using these 2024 claims, the finalized FY 2025 IPF PPS Federal 
per diem base rate and ECT per treatment amount, and the finalized FY 
2025 IPF PPS patient and facility level adjustment factors (as 
published in the FY 2025 IPF PPS final rule (89 FR 64582)). We then 
estimated the FY 2025 outlier payments based on these simulated FY 2025 
IPF PPS payments using the same methodology as finalized in the FY 2025 
IPF PPS final rule (89 FR 64636 and 64637) where total outlier payments 
are maintained at 2 percent of total estimated FY 2025 IPF PPS 
payments.
    Each of the following changes is added incrementally to this 
baseline model in order to isolate the effects of each change:
     The update to the outlier fixed dollar loss threshold 
amount.
     The revisions to facility-level adjustment factors for 
teaching status and for IPFs located in rural areas.
     The FY 2026 IPF wage index and the FY 2026 labor-related 
share.
     The proposed market basket increase for FY 2026 of 3.2 
percent reduced by the proposed productivity adjustment of 0.8 
percentage point in accordance with section 1886(s)(2)(A)(i) of the Act 
for a proposed payment rate update of 2.4 percent.
    Our column comparison in Table 11 illustrates the percent change in 
payments from FY 2025 (that is, October 1, 2024, to September 30, 2025) 
to FY 2026 (that is, October 1, 2025, to September 30, 2026) including 
all the proposed payment policy changes.

[[Page 18527]]



                                    Table 11--FY 2026 IPF PPS Payment Impacts
----------------------------------------------------------------------------------------------------------------
                                                                 Refinement of     Wage index FY26,     Total
          Facility by type            Number of     Outlier      facility-level     labor-related      percent
                                      facilities                  adjustments     share, and 5% cap   change \1\
(1)                                          (2)          (3)                (4)                (5)          (6)
----------------------------------------------------------------------------------------------------------------
All Facilities.....................        1,393          0.0                0.0                0.0          2.4
    Total Urban....................        1,148          0.0                0.0                0.1          2.4
        Urban unit.................          626         -0.1                0.4                0.1          2.8
        Urban hospital.............          522          0.0               -0.5                0.0          1.9
    Total Rural....................          245          0.0                0.2               -0.3          2.2
        Rural unit.................          184          0.0                0.2               -0.3          2.2
        Rural hospital.............           61          0.0                0.2               -0.4          2.2
By Type of Ownership:
    Freestanding IPFs:
        Urban Psychiatric
         Hospitals:
            Government.............          112         -0.1                0.8                0.3          3.4
            Non-Profit.............           98          0.0               -0.3                0.0          2.1
            For-Profit.............          312          0.0               -0.7               -0.1          1.5
        Rural Psychiatric
         Hospitals:
            Government.............           28         -0.1                0.2                0.2          2.7
            Non-Profit.............           13         -0.1                0.3               -0.9          1.7
            For-Profit.............           20          0.0                0.1               -0.5          2.0
    IPF Units:
        Urban:
            Government.............           91         -0.1                1.5               -0.2          3.6
            Non-Profit.............          414         -0.1                0.3                0.3          3.0
            For-Profit.............          121          0.0               -0.4               -0.2          1.8
        Rural:
            Government.............           42          0.0                0.2               -0.6          1.9
            Non-Profit.............          103          0.0                0.3                0.0          2.7
            For-Profit.............           39          0.0                0.1               -0.7          1.8
By Teaching Status:
    Non-teaching...................        1,189          0.0               -0.6                0.0          1.8
    Less than 10% interns and                101         -0.1                0.5                0.0          2.9
     residents to beds.............
    10% to 30% interns and                    77         -0.1                3.0                0.1          5.5
     residents to beds.............
    More than 30% interns and                 26         -0.1               10.3               -0.5         12.3
     residents to beds.............
By Region:
    New England....................           94         -0.1                0.1                1.1          3.6
    Mid-Atlantic...................          192         -0.1                0.3               -0.2          2.5
    South Atlantic.................          221          0.0                0.4               -0.4          2.4
    East North Central.............          220          0.0               -0.3                0.5          2.6
    East South Central.............          138          0.0               -0.3                0.2          2.4
    West North Central.............           91         -0.1                0.0                1.2          3.5
    West South Central.............          215          0.0               -0.2               -0.5          1.6
    Mountain.......................           97          0.0               -0.3                0.3          2.4
    Pacific........................          125         -0.1               -0.1               -0.8          1.4
By Bed Size:
    Psychiatric Hospitals:
        Beds: 0-24.................           91          0.0               -0.4               -0.2          1.8
        Beds: 25-49................           89          0.0               -0.7                0.4          2.1
        Beds: 50-75................           93          0.0               -0.4                0.1          2.1
        Beds: 76+..................          310          0.0               -0.4               -0.2          1.8
    Psychiatric Units:
        Beds: 0-24.................          409          0.0               -0.1                0.0          2.2
        Beds: 25-49................          231          0.0                0.6                0.1          3.1
        Beds: 50-75................          100         -0.1                0.6                0.2          3.2
        Beds: 76+..................           70         -0.1                0.6                0.0          2.9
----------------------------------------------------------------------------------------------------------------
\1\ This column includes the impact of the updates in columns (3) through (5) above, and of the proposed IPF
  market basket update factor for FY 2026 (3.2 percent), reduced by 0.8 percentage point for the productivity
  adjustment as required by section 1886(s)(2)(A)(i) of the Act.

3. Impact Results
    Table 11 displays the results of our analysis. The table groups 
IPFs into the categories listed here based on characteristics provided 
in the Provider of Services file, the IPF PSF, and cost report data 
from the Healthcare Cost Report Information System:
     Facility Type.
     Location.
     Teaching Status Adjustment.
     Census Region.
     Size.
    The top row of the table shows the overall impact on the 1,393 IPFs 
included in the analysis. In column 2, we present the number of 
facilities of each type that had information available in the PSF and 
had claims in the MedPAR dataset for FY 2024.
    In column 3, we present the effects of the update to the outlier 
fixed dollar loss threshold amount. We estimate that IPF outlier 
payments as a percentage of total IPF payments are 2.0 percent in FY 
2025. Therefore, we propose to adjust the outlier threshold amount to

[[Page 18528]]

maintain total estimated outlier payments equal to 2.0 percent of total 
payments in FY 2026. We note that there is no projected change in 
aggregate payments to IPFs, as indicated in the first row of column 3. 
The largest decrease in payments due to this change is estimated to be 
0.1 percent for urban IPF units.
    In column 4, we present the effects of the proposed revisions to 
the facility-level adjustment factors and the application of the 
refinement standardization factor that is discussed in section III.D.9 
of this proposed rule. We estimate the largest payment increases would 
be for teaching IPFs with more than 30 percent interns and residents to 
beds. Conversely, we estimate that for-profit IPF hospitals in urban 
areas and IPFs with 25 to 49 beds would experience the largest payment 
decrease of 0.7 percent. Payments to IPF units in urban areas would 
increase by 0.4 percent, and payments to IPF units in rural areas would 
increase by 0.2 percent.
    In column 5, we present the effects of the proposed budget-neutral 
update to the IPF wage index and the proposed labor-related share. In 
addition, this column includes the application of the 5-percent cap on 
any decrease to a provider's wage index from its wage index in the 
prior year as finalized in the FY 2023 IPF PPS final rule (87 FR 46856 
through 46859). The change in this column represents the effect of 
using the concurrent hospital wage data as discussed in section 
III.D.4.c of this proposed rule. That is, the impact represented in 
this column reflects the proposed update from the FY 2025 IPF wage 
index to the proposed FY 2026 IPF wage index, which includes basing the 
FY 2026 IPF wage index on the FY 2026 pre-floor, pre-reclassified IPPS 
hospital wage index data, applying a 5-percent cap on any decrease to a 
provider's wage index from its wage index in the prior year, and 
updating the labor-related share from 78.8 percent in FY 2025 to 78.9 
percent in FY 2026. We note that there is no projected change in 
aggregate payments to IPFs, as indicated in the first row of column 5; 
however, there would be distributional effects among different 
categories of IPFs. For example, we estimate the largest increase in 
payments to be 1.2 percent for IPFs located in the West North Central 
region, and the largest decrease in payments to be 0.9 percent for 
freestanding rural non-profit IPFs.
    Overall, IPFs are estimated to experience a net increase in 
payments of 2.4 percent as a result of the updates in this proposed 
rule. IPF payments are therefore estimated to increase by 2.4 percent 
in urban areas and 2.2 percent in rural areas. The largest payment 
increase is estimated at 12.3 percent for teaching IPFs with more than 
30 percent interns and residents to beds.
4. Effect on Beneficiaries
    Under the FY 2026 IPF PPS, IPFs would continue to receive payment 
based on the average resources consumed by patients for each day. Our 
longstanding payment methodology reflects the differences in patient 
resource use and costs among IPFs, as required under section 124 of the 
BBRA. We expect that updating IPF PPS rates in this rule would improve 
or maintain beneficiary access to high quality care by ensuring that 
payment rates reflect the best available data on the resources involved 
in inpatient psychiatric care and the costs of these resources. We 
continue to expect that paying prospectively for IPF services under the 
FY 2026 IPF PPS will enhance the efficiency of the Medicare program.
5. Effects of the Proposed Updates to the IPFQR Program
    In section IV.B. of this rule, we propose to begin use of the IPF 
ED Visit measure in the IPFQR Program with the FY 2029 payment 
determination instead of the FY 2027 payment determination, and to 
modify the reporting period for the IPF ED Visit measure to a 2-year 
reporting period that runs from July 1st 4 years prior to the 
applicable fiscal year payment determination to June 30th 2 years prior 
to the applicable fiscal year payment determination. While this 
proposed modification may allow providers additional time to 
incorporate changes to IPF workflows and clinical processes to improve 
care coordination and discharge planning, we do not expect any 
additional effects beyond those discussed in the FY 2025 IPF PPS final 
rule (89 FR 64672).
    In section IV.C. of this rule, we propose to remove the Facility 
Commitment to Health Equity measure beginning with the FY 2026 payment 
determination. Because this measure requires IPFs to attest yes or no 
if they have in place certain structures or processes of care, we do 
not expect the removal of this measure to impact providers beyond 
reduction in information collection costs.
    In section IV.D. of this rule, we propose to remove the COVID-19 
Vaccination Coverage Among HCP measure beginning with the FY 2026 
payment determination. Because this measure requires IPFs to track 
current vaccination status for all employees, licensed independent 
practitioners, adult students/trainers and volunteers, and other 
contract personnel and report the data monthly to NHSN, we expect the 
removal of this measure to reduce information collection burden on 
providers.
    In section IV.E. of this rule, we propose to remove the Screening 
for Social Drivers of Health and Screen Positive Rate for Social 
Drivers of Health measures from the IPFQR Program beginning with the FY 
2026 payment determination. Because this measure requires IPFs to 
screen patients for five health related social needs domains and submit 
aggregated IPF-level measure data, we expect the removal of this 
measure to reduce information collection burden on providers and 
patients.
    In section IV.G. of this rule, we propose updates to our ECE 
policy. Because the process for requesting or granting an ECE would 
remain the same as the current ECE process, we do not expect these 
updates to impact providers.
    In accordance with section 1886(s)(4)(A) of the Act, we would apply 
a 2-percentage point reduction to the FY 2026 market basket update for 
IPFs that have failed to comply with the IPFQR Program requirements for 
the FY 2026 payment determination, including reporting on the mandatory 
measures. For the FY 2025 payment determination, of the 1,514 IPFs 
eligible for the IPFQR Program, 126 IPFs did not receive the full IPF 
market basket update because of the IPFQR Program; 40 of these IPFs 
chose not to participate and 86 did not meet the requirements of the 
program. We intend to closely monitor the effects of the IPFQR Program 
on IPFs and help facilitate successful reporting outcomes through 
ongoing education, national trainings, and a technical help desk.
6. Regulatory Review Costs
    If regulations impose administrative costs on private entities, 
such as the time needed to read and interpret the proposed rule, we 
should estimate the cost associated with the regulatory review. Due to 
the uncertainty involved with accurately quantifying the number of 
entities that will review the rule, we assume that the total number of 
unique commenters on last year's proposed rule (that is, 69 commenters) 
will be the number of reviewers of this proposed rule. We acknowledge 
that this assumption may understate or overstate the costs of reviewing 
this rule. It is possible that not all commenters reviewed last year's 
rule in detail, and it is also possible that some reviewers chose not 
to comment on the proposed rule. For these reasons we thought that

[[Page 18529]]

the number of past commenters would be a fair estimate of the number of 
reviewers of this rule. We welcome any comments on the approach in 
estimating the number of entities which will review this proposed rule.
    We also recognize that different types of entities are in many 
cases affected by mutually exclusive sections of this proposed rule, 
and therefore for the purposes of our estimate we assume that each 
reviewer reads approximately 50 percent of the rule. We seek comments 
on this assumption.
    Using the May, 2023 mean (average) wage information from the Bureau 
of Labor Statistics (BLS) for medical and health service managers (Code 
11-9111), we estimate that the cost of reviewing this rule is $129.28 
per hour, including overhead and fringe benefits (https://www.bls.gov/oes/2023/may/oes119111.htm). (https://www.bls.gov/oes/current/oes_nat.htm). Assuming an average reading speed of 250 words per 
minute, we estimate that it would take approximately 1.23 hours for the 
staff to review half of this proposed rule which contains a total of 
approximately 37,000 words. For each entity that reviews the rule, the 
estimated cost is $159.01 (1.23 hours x $129.28). Therefore, we 
estimate that the total cost of reviewing this regulation is $10,971.69 
($159.01 x 69).

D. Alternatives Considered

    The statute gives the Secretary discretion in establishing an 
update methodology to the IPF PPS. We continued to believe it is 
appropriate to routinely update the IPF PPS so that it reflects the 
best available data about differences in patient resource use and costs 
among IPFs, as required by the statute. Therefore, we are proposing 
updates to the IPF PPS using the methodology published in the RY 2005 
IPF PPS final rule (our ``standard methodology''), pre-floor, pre-
reclassified IPPS hospital wage index as its basis. Additionally, we 
apply a 5- percent cap on any decrease to a provider's wage index from 
its wage index in the prior year. In addition, we are proposing to 
revise the facility-level adjustment factors for teaching status and 
for IPFs located in rural areas. We also considered, but did not 
propose, maintaining the existing adjustment factors for teaching 
status and for IPFs located in rural areas. However, for the reasons 
discussed earlier in this proposed rule, we believe it would be more 
appropriate to propose updating these adjustment factors based on the 
results of our latest available analysis.
    Lastly, as discussed in section III.D.7 of this proposed rule, we 
are proposing to maintain the existing COLA factors for IPFs located in 
Alaska and Hawaii. We considered, but did not propose, updating the 
COLA factors for IPFs based on the results of our existing methodology. 
However, as discussed earlier in this proposed rule; in order to 
maintain consistency in payments for IPFs and other hospitals located 
in Alaska and Hawaii, we are proposing for FY 2026 to maintain the 
existing COLA factors that are applicable for FY 2025.

E. Accounting Statement

    Consistent with OMB Circular A-4 (available at https://trumpwhitehouse.archives.gov/sites/whitehouse.gov/files/omb/circulars/A4/a-4.pdf), in Table 12, we have prepared an accounting statement 
showing the classification of the expenditures associated with the 
updates to the IPF wage index and payment rates in this proposed rule. 
Table 12 provides our best estimate of the increase in Medicare 
payments under the IPF PPS as a result of the changes presented in this 
proposed rule and is based on 1,393 IPFs that had data available in the 
PSF and claims in our FY 2024 MedPAR claims dataset. Lastly, Table 12 
also includes our best estimate of the costs of reviewing and 
understanding this proposed rule.

            Table 12--Accounting Statement: Classification of Estimated Costs, Savings, and Transfers
----------------------------------------------------------------------------------------------------------------
                                                 Primary
                                                estimate
                  Category                     ($million/     Year dollars             Period  covered
                                                  year)
----------------------------------------------------------------------------------------------------------------
Regulatory Review Costs....................            0.01            2025  FY 2026.
IPFQR Information Collection Burden........           -1.72            2025  FY 2026.
Annualized Monetized Transfers from Federal              70            2025  FY 2026.
 Government to IPF Medicare Providers.
----------------------------------------------------------------------------------------------------------------

F. Regulatory Flexibility Act (RFA)

    The RFA requires agencies to analyze options for regulatory relief 
of small entities if a rule has a significant impact on a substantial 
number of small entities. For purposes of the RFA, small entities 
include small businesses, nonprofit organizations, and small 
governmental jurisdictions. The great majority of hospitals and most 
other health care providers and suppliers are small entities, either by 
being nonprofit organizations or by meeting the Small Business 
Administration (SBA) definition of a small business (having revenues of 
less than $47 million in any 1 year).
    According to the SBA's website at http://www.sba.gov/content/small-business-size-standards, IPFs fall into the North American Industrial 
Classification System (NAICS) code 622210, Psychiatric and Substance 
Abuse hospitals. The SBA defines small Psychiatric and Substance Abuse 
hospitals as businesses having less than $47 million in total annual 
revenue.
    As discussed earlier in this proposed rule, the only costs imposed 
by this proposed rule are the regulatory review costs, which we 
estimate at $159.01 per IPF. However, as discussed in section V.B.3 of 
this proposed rule, our proposals to remove the Facility Commitment to 
Health Equity, Screening for Social Drivers of Health, and Screen 
Positive Rate for Social Drivers of Health measures from the IPFQR 
Program result in an estimated decrease in cost of $1,794 per IPF. As a 
result, there are negative costs (that is, savings) of $935 per IPF 
imposed as a result of this proposed rule.

                 Table 13--NAICS 622210 Psychiatric and Substance Abuse Hospitals Size Standards
----------------------------------------------------------------------------------------------------------------
                                              Industry subsector        SBA size standard/small     Total small
             NAICS (6-digit)                      description              entity threshold         businesses
----------------------------------------------------------------------------------------------------------------
622210..................................  Psychiatric and Substance   $47 Million...............             213
                                           Abuse Hospitals.
----------------------------------------------------------------------------------------------------------------
Source: U.S. Census 2017 SUSB.


[[Page 18530]]


             Table 14--Concentration Ratios (NAICS 622210) Psychiatric and Substance Abuse Hospitals
----------------------------------------------------------------------------------------------------------------
               Firm size (by receipts)                    Firm count      % of small firms     Average revenue
----------------------------------------------------------------------------------------------------------------
Small Hospitals:                                                    213              100.0        $20,634,779.34
    <100,000........................................                  0                  0  ....................
    100,000-499,999.................................                  4                1.9               250,750
    500,000-999,999.................................                  5                2.3               713,000
    1,000,000-2,499,999.............................                  3                1.4             1,249,000
    2,500,000-4,999,999.............................                 13                6.1             3,870,077
    5,000,000-7,499,999.............................                 10                4.7             5,523,800
    7,500,000-9,999,999.............................                 12                5.6             7,507,917
    10,000,000-14,999,999...........................                 23               10.8            12,227,391
    15,000,000-19,999,999...........................                 27               12.7            14,432,111
    20,000,000-24,999,999...........................                 21                9.9            19,257,762
    25,000,000-29,999,999...........................                 21                9.9            26,277,000
    30,000,000-34,999,999...........................                 23               10.8            28,937,261
    35,000,000-39,999,999...........................                 21                9.9            35,550,095
    40,000,000-49,999,999...........................                 30               14.1            38,400,433
Large Hospitals:
    Receipts >49 million............................                181                 NA        104,798,552.49
----------------------------------------------------------------------------------------------------------------
Source: U.S. Census 2017 SUSB.


          Table 15--(NAICS 622210) Psychiatric and Substance Abuse Hospitals Impacts on Small Entities
----------------------------------------------------------------------------------------------------------------
                                        Average annual    Annualized cost
       Firm size (by receipts)             revenue            per firm       % of small firms     Revenue test
----------------------------------------------------------------------------------------------------------------
All Hospitals.......................    $125,433,331.83             $(935)                N/A               0.00
Small Hospitals.....................      20,634,779.34              (935)               100%               0.00
    <100,000........................                  0                  0                  0  .................
    100,000-499,999.................            250,750              (935)                1.9               0.37
    500,000-999,999.................            713,000              (935)                2.3               0.13
    1,000,000-2,499,999.............          1,249,000              (935)                1.4               0.07
    2,500,000-4,999,999.............          3,870,077              (935)                6.1               0.02
    5,000,000-7,499,999.............          5,523,800              (935)                4.7               0.02
    7,500,000-9,999,999.............          7,507,917              (935)                5.6               0.01
    10,000,000-14,999,999...........         12,227,391              (935)               10.8               0.01
    15,000,000-19,999,999...........         14,432,111              (935)               12.7               0.01
    20,000,000-24,999,999...........         19,257,762              (935)                9.9               0.00
    25,000,000-29,999,999...........         26,277,000              (935)                9.9               0.00
    30,000,000-34,999,999...........         28,937,261              (935)               10.8               0.00
    35,000,000-39,999,999...........         35,550,095              (935)                9.9               0.00
    40,000,000-49,999,999...........         38,400,433              (935)               14.1               0.00
----------------------------------------------------------------------------------------------------------------
Source: U.S. Census 2017 SUSB.

    According to Table 14, 213 psychiatric and substance abuse 
hospitals can be considered small according to the SBA. As we stated 
earlier, the SBA defines small Psychiatric and Substance Abuse 
hospitals as businesses having less than $47 million in total annual 
revenue. We note that Tables 14 and 15 show revenue up to $49.9 million 
since the data does not provide the exact estimate for $47 million. 
Table 14 shows that there are 181 Psychiatric and Substance Abuse 
hospitals that earn revenue in excess of $49 million.
    As its measure of significant economic impact on a substantial 
number of small entities, HHS uses a change in revenue of more than 3 
to 5 percent. For the purposes of the RFA, as can be seen in Table 14, 
we estimate that average revenue for the small Psychiatric and 
Substance Abuse hospitals is only 0.2 percent ($20,634,779.34/
$125,433,331.83) of the average revenue earned in the industry. 
Furthermore, according to the IPF database with 1,392 small Psychiatric 
and Substance Abuse hospitals, and for the purposes of the RFA, we 
estimate that approximately 0.2 percent (213/1,392) of small 
Psychiatric and Substance Abuse hospitals are small entities as that 
term is used in the RFA. As shown in Table 15, 100 percent of these 
small Psychiatric and Substance Abuse hospitals would reduce costs as 
opposed to incurring any costs that would have an impact on their 
revenue. That is, there would be no revenue impact on this industry.
    According to Table 15, this proposed rule would have a 0.00 percent 
impact on small Psychiatric and Substance Abuse hospitals. As such, we 
believe that the threshold for significant economic impact on a 
substantial number of small entities will not be reached by the 
requirements in this proposed rule. Therefore, the Secretary has 
certified that this proposed rule will not have a significant economic 
impact on the small entities.
    In addition, section 1102(b) of the Act requires us to prepare a 
regulatory impact analysis if a rule may have a significant impact on 
the operations of a substantial number of small rural hospitals. This 
analysis must conform to the provisions of section 603 of the RFA. For 
purposes of section 1102(b) of the Act, we define a small rural 
hospital as a hospital that is located outside of a metropolitan 
statistical area and has fewer than 100 beds.
    As discussed in section VII.C.2 of this proposed rule, the rates 
and policies set forth in this proposed rule will not have an adverse 
impact on the rural hospitals

[[Page 18531]]

based on the data of the 184 rural excluded psychiatric units and 61 
rural psychiatric hospitals in our database of 1,393 IPFs for which 
data were available. Therefore, the Secretary has determined that this 
proposed rule will not have a significant impact on the operations of a 
substantial number of small rural hospitals.

G. Unfunded Mandate Reform Act (UMRA)

    Section 202 of the Unfunded Mandates Reform Act of 1995 (UMRA) also 
requires that agencies assess anticipated costs and benefits before 
issuing any rule whose mandates require spending in any 1 year of $100 
million in 1995 dollars, updated annually for inflation. In 2025, that 
threshold is approximately $187 million. This proposed rule does not 
mandate any requirements for State, local, or tribal governments, or 
for the private sector. This proposed rule will not impose a mandate 
that will result in the expenditure by State, local, and tribal 
governments, in the aggregate, or by the private sector, of more than 
$187 million in any 1 year.

H. Federalism

    Executive Order 13132 establishes certain requirements that an 
agency must meet when it promulgates a proposed rule (and subsequent 
final rule) that imposes substantial direct requirement costs on State 
and local governments, preempts State law, or otherwise has Federalism 
implications. This proposed rule does not impose substantial direct 
costs on state or local governments or preempt State law.

I. E.O. 14192, ``Unleashing Prosperity Through Deregulation''

    Executive Order 14192, entitled ``Unleashing Prosperity Through 
Deregulation'' was issued on January 31, 2025, and requires that ``any 
new incremental costs associated with new regulations shall, to the 
extent permitted by law, be offset by the elimination of existing costs 
associated with at least 10 prior regulations.'' This proposed rule, if 
finalized as proposed, is expected to be considered an E.O. 14192 
deregulatory action. We estimate that this rule would generate $1.7 
million in annualized cost savings at a 7 percent discount rate, 
discounted relative to year 2024, over a perpetual time horizon.
    In accordance with the provisions of Executive Order 12866, this 
regulation was reviewed by the Office of Management and Budget.
    Stephanie Carlton, Acting Administrator of the Centers for Medicare 
& Medicaid Services, approved this document on April 8, 2025.

List of Subjects in 42 CFR Part 412

    Administrative practice and procedure, Health facilities, Medicare, 
Puerto Rico, Reporting and recordkeeping requirements.

    For the reasons set forth in the preamble, the Centers for Medicare 
& Medicaid Services proposes to amend 42 CFR part 412 as set forth 
below:

PART 412--PROSPECTIVE PAYMENT SYSTEMS FOR INPATIENT HOSPITAL 
SERVICES

0
1. The authority citation for part 412 continues to read as follows:

    Authority:  42 U.S.C. 1302 and 1395hh.

0
2. Section 412.433 is amended by revising paragraph (f) to read as 
follows:


Sec.  412.433  Procedural requirements under the IPFQR Program.

* * * * *
    (f) Extraordinary Circumstance Exception (ECE)--(1) General rule. 
CMS may grant an extraordinary circumstance exception (ECE) with 
respect to the reporting requirements under this section in the event 
of extraordinary circumstances beyond the control of the IPF. For 
purposes of this paragraph (f), an extraordinary circumstance is an 
event beyond the control of an IPF (for example, a natural or man-made 
disaster such as a hurricane, tornado, earthquake, terrorist attack, or 
bombing) that affected the ability of the IPF to comply with one or 
more applicable reporting requirements with respect to a fiscal year.
    (2) Process for requesting an ECE. (i) An IPF may request an ECE 
within 30 calendar days of the date that the extraordinary circumstance 
occurred by submitting the information specified by CMS at QualityNet 
or a successor website.
    (ii) CMS notifies the IPF of its decision on the request, in 
writing, via email. In the event that CMS grants an ECE to the IPF, the 
written decision will specify whether the IPF is exempted from one or 
more reporting requirements or whether CMS has granted the IPF an 
extension of time to comply with one or more reporting requirements.
    (3) Authority to grant an ECE. CMS may grant an ECE to one or more 
IPFs that have not requested an ECE if CMS determines that--
    (i) A systemic problem with a CMS data collection system directly 
impacted the ability of the IPF to comply with a quality data reporting 
requirement; or
    (ii) An extraordinary circumstance has affected an entire region or 
locale. Any ECE granted under this paragraph (f)(3) will specify 
whether the affected IPFs are exempted from one or more reporting 
requirements or whether CMS has granted the IPF an extension of time to 
comply with one or more reporting requirements.
* * * * *

Robert F. Kennedy, Jr.,
Secretary, Department of Health and Human Services.
[FR Doc. 2025-06298 Filed 4-11-25; 4:15 pm]
BILLING CODE 4120-01-P