Reimbursement Unit

MDS Case Mix Preview Report

For questions, contact
Steven Jones
801-538-6862

Value of the Report

• The report will provide you detailed information relating to the case mix for your facility’s next quarter’s rate calculation. You will be able to see what records were included in the calculation and other records that were outside the period of interest (period of interest end date minus 275 days). As needed, you could then submit corrections to previously submitted assessments. If received in time, the corrected assessment records would be included in the final case mix calculation.
  • If you submit corrections to your MDS data, please submit them through the normal process – do not send them to the Reimbursement Unit.
• Note: If MDS corrections are submitted, they must be received in time to be included in the data extract for the final calculation.
  • For example: The April 1 case mix is calculated using data that was extracted on, or about, the last business day of February. As such, your facility should submit its changes well before the data extract date.

When to request the Case Mix preview report

• The report is not available until approximately two months prior to the rate effective date.
• See "Timing of Requests" table at the bottom of this page.

How to request the report

If your facility received a report in the past, the division must have received a letter stating that the previously received report was destroyed. Please use the template provided below under "Destroying the report."

• Download the current Case Mix Preview Report (Word)
• Enter all the information requested on the form.
  • It is easiest to move between the fields by using the "tab" key.
• Print the form on your facility’s letterhead.
• Mail the form to the division as addressed on the form.

Destroying the report

This "destruction notice" letter must be received within 60 days of the "report date" as noted on the report. Failure to do so will preclude your facility from receiving future preview reports.

• Download the current Case Mix Preview Destroyed Report (Word)
• Enter all the information requested on the form.
  • It is easiest to move between the fields by using the "tab" key.
• Print the form on your facility’s letterhead.
• Mail the form to the division as addressed on the form.

Caution!!!

• The preview report contains confidential health information that is legally privileged.
• The preview report is intended only for the use of the individual(s) specified in the report header.
• Unauthorized re-disclosure or failure to maintain confidentiality could subject you to penalties described in federal and state law (i.e., $10,000 per record - not report, but each line of the report).

Timing of Requests for Case Mix Detail Report

	Jan. 1 Rate	Apr. 1 Rate	Jul. 1 Rate	Oct. 1 Rate
MDS Period of Interest	July 1 to September 30*	October 1 to December 31*	January 1 to March 31*	April 1 to June 30*
When should you request the report?***	Around November 1**	Around February 1**	Around May 1**	Around August 1**
When should you destroy the report?***	Within 60 days of the report date, it should be destroyed and you should have notified Medicaid, in writing, that it is destroyed (failure to do so will prohibit you from receiving future reports)
When should you submit corrections to the MDS data?	Within 14-days of identifying the error, or as stated in the RAI Manual.  (To make sure the corrections are included in the case mix, be sure to get your corrections submitted before the last business day of November.)	Within 14-days of identifying the error, or as stated in the RAI Manual.  (To make sure the corrections are included in the case mix, be sure to get your corrections submitted before the last business day of February.)	Within 14-days of identifying the error, or as stated in the RAI Manual.  (To make sure the corrections are included in the case mix, be sure to get your corrections submitted before the last business day of May.)	Within 14-days of identifying the error, or as stated in the RAI Manual.  (To make sure the corrections are included in the case mix, be sure to get your corrections submitted before the last business day of August.)
* Or as stated in the Utah State Plan or Rule ** Requests submitted before the data is available, will be held until the data is available. *** Use the templates provided Save a stamp ... send the next quarter's request in with the "Destroyed Report" letter.

Select here to download the MDS Data use Protocol document