Quality Improvement Organization Manual (Pub. 100-10), Ch. 7 § 7530
Pre-hearing Case Review - (Rev. 4, 07-18-03)
7530 - Pre-hearing Case Review - (Rev. 4, 07-18-03)
Do not perform pre-hearing case reviews. Once the party has requested an ALJ hearing,
the ALJ has jurisdiction. Immediately assemble and transmit the file to the ALJ.
A. Examining the Hearing Claim File
Examine each file before sending it to the hearing office to ensure that it contains all the
pertinent documents.
B. Completing the QIO Case Summary Form (CMS-384)
Complete the QIO Case Summary Form (See Exhibit 7-65) on all cases you forward to
OHA. This form reflects the pertinent facts concerning the beneficiary, the history of the
claim, and the evidence in file. Include a copy of this form in the hearing folder. Retain
a copy for your records.
C. Completing the Transmittal Notice - Hearing Case Form (CMS-636)
Complete the Transmittal Notice - Hearing Case Form (See Exhibit 7-66), checking the
appropriate block(s). Place the original CMS-636 in the hearing folder on top of the
Request for Hearing Form (CMS-5011-U6). Retain a copy for your records.