Finding 1216348 (2025-001)

Material Weakness Repeat Finding
Requirement
N
Questioned Costs
-
Year
2025
Accepted
2026-06-02
Audit: 402865
Organization: Presbyterian Medical Services (NM)
Auditor: REDW LLC

AI Summary

  • Core Issue: Inaccurate data entry for patient income and family size led to incorrect sliding fee discounts, risking noncompliance with HRSA requirements.
  • Impacted Requirements: Compliance with 42 USC 254(k)(3)(E), (F), and (G) regarding the sliding fee discount schedule for eligible patients.
  • Recommended Follow-Up: Enhance controls through technology validation, provide ongoing staff training, and conduct regular audits to ensure accurate eligibility determinations.

Finding Text

2025-001 – Special Tests and Provisions – Sliding Scale – Noncompliance and Significant Deficiency in Internal Control Over Compliance Federal program information: Funding agency: U.S. Department of Health and Human Services Title: Health Center Program Cluster Assistance listing numbers: 93.224 and 93.527 Award year and number: 2025; 6 H80CS00205‐24‐08; 4 H8NCS53926-01-02; 6 H2ECS45598-02-03; 5 H8KCS49758-02-00; 1 Q8JCS54522-01-00 Criteria: According to 42 USC 254(k)(3)(E), (F), and (G) and Health Resources and Services Administration (HRSA) regulations, health centers are required to develop and implement a sliding fee discount schedule that adjusts service charges for eligible patients in accordance with their ability to pay. Condition: Documentation supporting income verification for eligible patients was obtained and maintained in patient files; however, income frequency entered into the software by customer access representatives (CARs) was not always consistent with the frequency reflected on the supporting documentation. As a result, income amounts were incorrectly calculated by the system and did not agree to the amounts that should have been used to determine eligibility and apply the sliding fee discount schedule. Specifically, income documented as weekly, biweekly, bimonthly, monthly, or annual was in some instances entered under an incorrect pay frequency, resulting in miscalculated annualized income and the application of an incorrect sliding fee discount. In addition family size was entered incorrectly in the system for one patient, which resulted in the patient being placed in the wrong sliding fee discount category. Known Questioned Costs Exceeding $25,000: None. Context: Of a sample of 25 patients who received sliding fee discounts, four had documentation of income that was inaccurately computed when determining their applicable sliding fee discount. Of the same sample of 25 patients, one additional patient had an inaccurate family size used when determining the sliding fee discount. Cause and Effect: Patient income and family size information entered into the system used to calculate annual income and determine the applicable sliding fee discount was not always recorded accurately. These errors were attributable to human error during the data entry and eligibility determination process. As a result, sliding fee discounts were calculated using inaccurate household income or family size information, which could cause patients to receive discounts for which they do not qualify. This increases the risk of lost program revenue and noncompliance with HRSA sliding fee discount requirements. Identification as a Repeat Finding: This is a repeat finding from prior year. This was reported as finding 2024-001 in the 2024 report. Recommendation: We recommend management strengthen controls over the sliding fee discount program by implementing technology-based validation and documentation procedures, along with enhanced staff training and continued internal audits. Specifically, PMS should utilize system controls that flag incomplete and incorrect amounts before a sliding fee discount can be approved. In addition, management should provide formal initial and refresher training to staff responsible for determining eligibility, with emphasis on HRSA sliding fee discount requirements and proper inputs of household income and family size. Management should also consider supervisory review and continue performing periodic quality control testing of sliding fee discount determinations to ensure compliance and reduce the risk of errors resulting from staff turnover. Management’s Response: Management has taken corrective action to strengthen compliance with Sliding Fee Discount Program requirements. Actions include targeted staff training, revisions to patient intake forms to standardize income calculations, and implementation of monthly audits throughout 2026. Clinics with error rates of 10% or higher are subject to focused retraining and continued monitoring. Audit results are reported to leadership to support accountability, and two mandatory training sessions for CARs, AR staff, and administrators are being conducted to reinforce consistent and compliant implementation.

Corrective Action Plan

Corrective Action Plan: The organization has implemented targeted training, revised patient intake forms to include standardized income calculations, and established monthly audits for 2026 to ensure compliance with Sliding Fee Discount Program requirements. Clinics identified with a 10% or greater error rate are receiving focused retraining and ongoing monitoring, with audit results shared with leadership to promote accountability. Two mandatory training sessions for CARs, AR staff, and administrators are being conducted to reinforce consistent and compliant program implementation. Persons Responsible: Steven Hansen, President & CEO; Pearl Lujan, Central Billing Office Director Estimated Completion Date: December 31, 2026

Categories

Special Tests & Provisions Subrecipient Monitoring Eligibility HUD Housing Programs Significant Deficiency Internal Control / Segregation of Duties

Other Findings in this Audit

  • 1216343 2025-001
    Material Weakness Repeat
  • 1216344 2025-001
    Material Weakness Repeat
  • 1216345 2025-001
    Material Weakness Repeat
  • 1216346 2025-001
    Material Weakness Repeat
  • 1216347 2025-001
    Material Weakness Repeat

Programs in Audit

ALN Program Name Expenditures
93.228 INDIAN HEALTH SERVICE, HEALTH MANAGEMENT DEVELOPMENT PROGRAM $2.13M
93.600 HEAD START $1.39M
93.527 GRANTS FOR NEW AND EXPANDED SERVICES UNDER THE HEALTH CENTER PROGRAM $585,906
14.251 ECONOMIC DEVELOPMENT INITIATIVE, COMMUNITY PROJECT FUNDING, AND MISCELLANEOUS GRANTS $550,626
93.224 HEALTH CENTER PROGRAM $232,087
93.045 SPECIAL PROGRAMS FOR THE AGING, TITLE III, PART C, NUTRITION SERVICES $82,426
93.053 NUTRITION SERVICES INCENTIVE PROGRAM $30,509
93.044 SPECIAL PROGRAMS FOR THE AGING, TITLE III, PART B, GRANTS FOR SUPPORTIVE SERVICES AND SENIOR CENTERS $28,907
93.052 NATIONAL FAMILY CAREGIVER SUPPORT, TITLE III, PART E $10,006