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Oklahoma Legislature· HB 3358Second Reading referred to Rules

An act relating to Medicaid provider audits, the official text

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1                            STATE OF OKLAHOMA

2   2nd Session of the 60th Legislature (2026)

3 HOUSE BILL 3358                 By: Williams

4

5

6                            AS INTRODUCED

7   An Act relating to Medicaid provider audits; defining

    terms; providing for review of Medicaid providers or

8   managed care organizations; providing penalties;

    directing Medicaid providers or managed care

9   organizations to retain records for a certain period

    of time; requiring the production of records if

10  requested; directing for promulgation of rules;

    providing for determination of overpayments or

11  credible allegations of fraud; establishing the

    methodology for audits; providing for notice of right

12  to informal conference and expedited adjudicatory

    proceeding; mandating that the Oklahoma Health Care

13  Authority allow for corrective action plans;

    providing qualifications for hearing officer;

14  providing costs for expedited adjudicatory

    proceeding; allowing Medicaid providers to challenge

15  the preliminary or final determination for

    overpayment; providing for codification; and

16  providing an effective date.

17

18

19 BE IT ENACTED BY THE PEOPLE OF THE STATE OF OKLAHOMA:

20  SECTION 1.      NEW LAW  A new section of law to be codified

21 in the Oklahoma Statutes as Section 5029.10 of Title 63, unless

22 there is created a duplication in numbering, reads as follows:

23  As used in this act:

24  1. "Claim" means a request for payment for services;

    Req. No. 13887                                                 Page 1
1   2. "Clean claim" means a claim for reimbursement that:

2   a. contains substantially all the required data elements

3                necessary for accurate adjudication of the claim

4                without the need for additional information from the

5                Medicaid provider or subcontractor,

6   b. is not materially deficient or improper, including

7                lacking substantiating documentation required by

8                Medicaid, and

9   c. has no particular or unusual circumstances that

10               require special treatment or that prevent payment from

11               being made in due course on behalf of Medicaid;

12  3. "Credible" means having indicia of reliability after the

13 state has reviewed all allegations, facts, and evidence carefully

14 and acted judicially on a case-by-case basis;

15  4. "Credible allegation of fraud" means an allegation that has

16 been verified by the state from any source, including fraud hotline

17 complaints, claims data mining, and provider audits;

18  5. "Department" or "Authority" means the Oklahoma Health Care

19 Authority;

20  6. "Director" means the director of the Oklahoma Health Care

21 Authority;

22  7. "Fraud" means any act that constitutes fraud under state or

23 federal law;

24

    Req. No. 13887                                                 Page 2
1   8. "Managed care organization" means a person eligible to enter

2 into risk-based prepaid capitation agreements with the Authority to

3 provide health care and related services;

4   9. "Medicaid" means the medical assistance program established

5 pursuant to Title 19 of the federal Social Security Act and

6 regulations issued pursuant to that act;

7   10. "Medicaid provider" means a person that provides Medicaid-

8 related services to recipients;

9   11. "Overpayment" means an amount paid to a Medicaid provider

10 or subcontractor in excess of the Medicaid allowable amount,

11 including payment for any claim to which a Medicaid provider or

12 subcontractor is not entitled;

13  12. "Person" means an individual or other legal entity;

14  13. "Recipient" means a person who the Authority has determined

15 to be eligible to receive Medicaid-related services; and

16  14. "Subcontractor" means a person that contracts with a

17 Medicaid provider or a managed care organization to provide

18 Medicaid-related services to recipients.

19  SECTION 2.      NEW LAW        A new section of law to be codified

20 in the Oklahoma Statutes as Section 5029.11 of Title 63, unless

21 there is created a duplication in numbering, reads as follows:

22  A. Consistent with the terms of any contract between the

23 Authority and a Medicaid provider or managed care organization, the

24 director shall have the right to be afforded access to the Medicaid

    Req. No. 13887                                                  Page 3
1 provider's or managed care organization's records and personnel, as

2 well as its subcontracts and that subcontractor's records and

3 personnel, as may be necessary to ensure that the Medicaid provider

4 or managed care organization is complying with the terms of its

5 contract with the Authority.

6   B. Upon not less than two days' written notice to a Medicaid

7 provider or managed care organization, the director may carry out an

8 administrative investigation or conduct administrative proceedings

9 to determine whether a Medicaid provider or managed care

10 organization has:

11  1. Materially breached its obligation to furnish Medicaid-

12 related services to recipients, or any other duty specified in its

13 contract with the Authority;

14  2. Intentionally or with reckless disregard advertised or

15 marketed, or attempted to advertise or market, its services to

16 recipients in a manner as to misrepresent its services or capacity

17 for services, or engaged in any deceptive, misleading or unfair

18 practice with respect to advertising or marketing; or

19  3. Fraudulently procured or attempted to procure any benefit

20 from Medicaid.

21  C. Subject to the provisions of subsection D of this section,

22 after affording a Medicaid provider or managed care organization

23 written notice of hearing not less than ten (10) days before the

24 hearing date and an opportunity to be heard, and upon making

    Req. No. 13887                                                  Page 4
1 appropriate administrative findings, the director may take any or

2 any combination of the following actions against the Medicaid

3 provider or managed care organization:

4   1. Impose an administrative penalty of not more than Five

5 Thousand Dollars ($5,000.00) for engaging in any practice described

6 in subsection B of this section, provided that each separate

7 occurrence of such practice shall constitute a separate offense;

8   2. Issue an administrative order requiring the Medicaid

9 provider or managed care organization to:

10  a. cease or modify any specified conduct or practices

11  engaged in by its employees, subcontractors or agents,

12  b. fulfill its contractual obligations in the manner

13  specified in the order,

14  c. provide any service that has been denied,

15  d. take steps to provide or arrange for any service that

16  it has agreed or is otherwise obligated to make

17  available, or

18  e. enter into and abide by the terms of a binding or

19  nonbinding arbitration proceeding, if agreed to by any

20  opposing party, including the director; or

21  3. Suspend or revoke the contract between the Medicaid provider

22 or managed care organization and the department pursuant to the

23 terms of that contract.

24

    Req. No. 13887                                                  Page 5
1   D. If a contract between the Authority and a Medicaid provider

2 or managed care organization explicitly specifies a dispute

3 resolution mechanism for use in resolving disputes over performance

4 of that contract, the dispute resolution mechanism specified in the

5 contract shall be used to resolve such disputes in lieu of the

6 mechanism set forth in subsection C of this section.

7   E. If a Medicaid provider's or managed care organization's

8 contract so specifies, the Medicaid provider or managed care

9 organization shall have the right to seek de novo review in district

10 court of any decision by the director regarding a contractual

11 dispute.

12  SECTION 3.      NEW LAW  A new section of law to be codified

13 in the Oklahoma Statutes as Section 5029.12 of Title 63, unless

14 there is created a duplication in numbering, reads as follows:

15  A. Medicaid providers, managed care organizations, and their

16 subcontractors shall retain, for a period of at least six (6) years

17 from the date of creation, all medical and business records that are

18 necessary to verify the:

19  1. Treatment or care of any recipient for which the Medicaid

20 provider, managed care organization, or their subcontractor received

21 payment from the Authority to provide that benefit or service;

22  2. Services or goods provided to any recipient for which the

23 Medicaid provider, managed care organization, or subcontractor

24

    Req. No. 13887                                                 Page 6
1 received payment from the Authority to provide that benefit or

2 service;

3   3. Amounts paid by Medicaid or the Medicaid provider or managed

4 care organization on behalf of any recipient; and

5   4. Records required by Medicaid under any contract between the

6 Authority and the Medicaid provider or managed care organization.

7   B. Upon written request by the Authority to a Medicaid

8 provider, managed care organization, or any subcontractor for copies

9 or inspection of records pursuant to this act, the Medicaid

10 provider, managed care organization, or subcontractor shall provide

11 the copies or permit the inspection, as applicable within two (2)

12 business days after the date of the request unless the records are

13 held by the subcontractor, agent or satellite office, in which case

14 the records shall be made available within ten (10) business days

15 after the date of the request.

16  C. Failure to provide copies or to permit inspection of records

17 requested pursuant to this section shall constitute a violation of

18 this act.

19  SECTION 4.      NEW LAW        A new section of law to be codified

20 in the Oklahoma Statutes as Section 5029.13 of Title 63, unless

21 there is created a duplication in numbering, reads as follows:

22  The director shall adopt and promulgate rules appropriate to

23 administer, carry out, and enforce the provisions of this act.

24

    Req. No. 13887                                                 Page 7
1   SECTION 5.         NEW LAW  A new section of law to be codified

2 in the Oklahoma Statutes as Section 5029.14 of Title 63, unless

3 there is created a duplication in numbering, reads as follows:

4   A. The Authority may audit a Medicaid provider or subcontractor

5 for overpayment, using sampling for the time period audited. If the

6 Authority contracts for the audit, the Authority shall contract only

7 with an independent auditor approved by the state auditor. Each

8 audited claim shall be reviewed by a person who is licensed,

9 certified, registered, or otherwise credentialed in Oklahoma as to

10 the matters such person reviews, including coding or specific

11 clinical practice.

12  B. The Authority shall not extrapolate audit findings unless a

13 Medicaid provider's or subcontractor's error rate exceeds ten

14 percent (10%) based upon appropriate samplings and a representative

15 sample of claims computed by valid statistical software approved by

16 the United States Department of Health and Human Services.

17  C. Prior to reaching either a final determination or

18 overpayment or a credible allegation of fraud, the Authority shall

19 serve the Medicaid provider or subcontractor with a written

20 preliminary finding of overpayment.

21  D. The preliminary finding of overpayment shall:

22  1. State with specificity the factual and legal basis for each

23 claim forming the basis of an alleged overpayment;

24

    Req. No. 13887                                                Page 8
1   2. Include a copy of the final audit report if the alleged

2 overpayment is based on an audit; and

3   3. Notify the Medicaid provider or subcontractor that is the

4 subject of a preliminary finding of overpayment of its right to

5 request, within thirty (30) calendar days of service of the

6 preliminary finding of overpayment, an informal conference with a

7 representative of the Authority who is knowledgeable about the

8 Authority's preliminary finding of overpayment and with a member of

9 the audit team, if an audit formed the basis of any alleged

10 overpayment, to informally address, resolve, or dispute the

11 Authority's preliminary finding of overpayment.

12  E. Prior to making either a final determination of overpayment

13 or a determination of credible allegation of fraud, the Authority

14 shall impose corrective action upon the Medicaid provider or

15 subcontractor to address systemic conditions contributing to errors

16 in the submission of claims for payment to which a Medicaid provider

17 or subcontractor is not entitled.

18  SECTION 6.      NEW LAW  A new section of law to be codified

19 in the Oklahoma Statutes as Section 5029.15 of Title 63, unless

20 there is created a duplication in numbering, reads as follows:

21  A. A Medicaid provider or subcontractor seeking an informal

22 conference pursuant to this section shall serve the Authority with a

23 written request for such conference no later than thirty (30)

24 calendar days following the service of a preliminary determination

    Req. No. 13887                                                 Page 9
1 of overpayment by the Authority on the Medicaid provider or

2 subcontractor. Upon receipt of a request for an informal

3 conference, the Authority shall set a date for the conference to

4 occur no later than fourteen (14) business days following receipt of

5 the request.

6   B. Within seven (7) business days following the informal

7 conference, a Medicaid provider or subcontractor may submit a

8 proposed corrective action plan to the Authority to correct

9 clerical, typographical, scrivener's, and computer errors or to

10 provide requested credentialing, licensure, or training records

11 identified in audit findings. The Authority shall not unreasonably

12 withhold approval of the proposed corrective action plan. A

13 Medicaid provider or subcontractor shall have no less than thirty

14 (30) business days from the date of approval of its corrective

15 action plan to provide additional information or documentation to

16 the Authority to attempt to address or resolve a disputed

17 preliminary finding of overpayment.

18  SECTION 7.      NEW LAW  A new section of law to be codified

19 in the Oklahoma Statutes as Section 5029.16 of Title 63, unless

20 there is created a duplication in numbering, reads as follows:

21  A. A Medicaid provider or subcontractor seeking an expedited

22 adjudicatory proceeding pursuant to this act shall serve the

23 Authority and the administrative hearings office with a written

24 request for such proceeding no later than thirty (30) calendar days

    Req. No. 13887                                                 Page 10
1 following the service of a final determination of overpayment by the

2 Authority on the Medicaid provider or subcontractor.

3   B. The chief hearing officer of the administrative hearings

4 office shall appoint or contract with a hearing officer qualified to

5 hear these types of hearings no later than thirty (30) calendar days

6 after service upon the administrative hearings office of a request

7 for an expedited adjudicatory proceeding pursuant to this act by a

8 Medicaid provider or a subcontractor.

9   C. The expedited adjudicatory proceeding requested by a

10 Medicaid provider or subcontractor in accordance with this act shall

11 commence no later than thirty (30) days following the appointment of

12 the hearing officer or as stipulated by the parties or as otherwise

13 ordered by the hearing officer upon a showing of good cause. The

14 evidentiary hearing of an expedited adjudicatory proceeding pursuant

15 to this section shall not exceed ten (10) business days in length.

16  D. After affording the parties the opportunity to submit

17 proposed findings and conclusions of law, and based solely upon the

18 record in accordance with this act and the Administrative Procedures

19 Act, the hearing officer shall make findings of fact and conclusions

20 of law on all material issues of fact, law or discretion, stating

21 the basis for each. In addition, the hearing officer shall

22 determine the amount of overpayment with respect to each disputed

23 claim submitted for payment, if any. The findings of fact and

24 conclusions of law of the hearing officer shall be made and served

    Req. No. 13887                                                Page 11
1 upon all parties of record within thirty (30) calendar days

2 following the hearing officer's receipt of the record.

3   E. The hearing officer's findings of fact and conclusions of

4 law shall be binging on the Authority and constitute a final agency

5 decision.

6   SECTION 8.        NEW LAW  A new section of law to be codified

7 in the Oklahoma Statutes as Section 5029.17 of Title 63, unless

8 there is created a duplication in numbering, reads as follows:

9   A. The hearing officer presiding over the expedited

10 adjudicatory proceeding held pursuant to this act shall:

11  1. Be licensed and in good standing to practice law in Oklahoma

12 or another state;

13  2. Have at least three (3) years cumulative experience in one

14 or more of the following areas:

15  a. the health insurance industry,

16  b. the Medicaid program,

17  c. health care regulatory compliance,

18  d. medical claims administration, or

19  e. health law;

20  3. Not currently be employed by or represent, or belong to a

21 law firm that currently represents, the Authority or a Medicaid

22 provider or managed care organization or third-party administrator

23 currently doing business with the Authority; and

24

    Req. No. 13887                                             Page 12
1   4. Not be related within the third degree of consanguinity to a

2 person currently employed by the Authority, currently doing business

3 with the Authority, or currently employed by an organization doing

4 business with the Authority.

5   B. The hearing officer shall not be:

6   1. A lobbyist registered with the Ethics Commission who

7 currently represents, or has in the prior calendar year represented,

8 a client in matters before the Authority; or

9   2. Affiliated with, or the spouse of, a lobbyist registered

10 with the Ethics Commission who currently represents, or has in the

11 prior calendar year represented, a client in matters before the

12 Authority.

13  C. The chief hearing officer of the administrative hearings

14 office shall select the hearing officer to preside over an expedited

15 adjudicatory proceeding held pursuant to this act.

16  SECTION 9.      NEW LAW     A new section of law to be codified

17 in the Oklahoma Statutes as Section 5029.18 of Title 63, unless

18 there is created a duplication in numbering, reads as follows:

19  A. Each party shall be responsible for its own costs related to

20 the expedited adjudicatory proceeding, including costs associated

21 with preparation for the hearing, discovery, depositions, subpoenas,

22 service of process, witness expenses, travel expenses, investigation

23 expenses and attorney fees.

24

    Req. No. 13887                                                 Page 13
1   B. The hearing officer shall allow telephonic testimony of a

2 witness, if requested by a party.

3   C. The Authority shall reimburse the administrative hearings

4 office for the costs of a contract hearing officer.

5   SECTION 10.       NEW LAW  A new section of law to be codified

6 in the Oklahoma Statutes as Section 5029.19 of Title 63, unless

7 there is created a duplication in numbering, reads as follows:

8   A. A Medicaid provider or subcontractor may challenge:

9   1. The Authority's preliminary or final determination of

10 overpayment as:

11  a. exceeding statutory authority,

12  b. arbitrary or capricious,

13  c. a failure to follow Authority procedure, or

14  d. not supported by substantial evidence;

15  2. The credentials of persons who participated in the audit or

16 claims review; or

17  3. The methodology or accuracy of the Authority's audit.

18  B. A Medicaid provider or subcontractor may conduct its own

19 audit or sampling to challenge a preliminary or final determination

20 of overpayment.

21  SECTION 11. This act shall become effective November 1, 2026.

22

23  60-2-13887        TJ  12/09/25

24

    Req. No. 13887                                                Page 14
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