Quality Improvement Organization Manual (Pub. 100-10), Ch. 5 § 5035.4
Immediate Advocacy Procedures
5035.4 – Immediate Advocacy Procedures
(Rev.28, Issued: 10-21-16, Effective: 10-21-16, Implementation: 10-21-16)
Once oral consent is obtained for all parties, the QIO may either use conference call/three-way
call or make a call on behalf of the beneficiary to obtain resolution of the beneficiary’s oral
complaint. The focus of the call should be to provide a quick and amicable resolution of these
complaints within a short time frame, such as within two (2) business days.
NOTE: With the agreement to use Immediate Advocacy, a Peer Review is NOT performed. In
addition, medical information should not be requested from the practitioner/provider.
Practitioner and/or Provider is Unavailable/ Becomes Unavailable –In these situations, the QIO
should contact the beneficiary to explain the circumstances and discuss options. In no instance
should the use of Immediate Advocacy extend beyond 10 days from the initial contact with the
practitioner and/or provider.
Within one (1) business day following the completion of Immediate Advocacy, the QIO should
update the CMS-designated case review system in accordance with the QIO contract to reflect
resolution of the complaint through the use of Immediate Advocacy and close the case
accordingly.
While the goal of Immediate Advocacy is to informally and quickly resolve the beneficiary’s
complaint, in certain instances the beneficiary might remain dissatisfied after completion of
Immediate Advocacy. Should this occur, the QIO must advise the beneficiary of his/her right to
file a written complaint. The QIO should also consider whether a Quality Improvement Initiative
should be pursued in accordance with §5125.