Florida Senate - 2026                                    SB 1166
       
       
        
       By Senator Rodriguez
       
       
       
       
       
       40-00510-26                                           20261166__
    1                        A bill to be entitled                      
    2         An act relating to insurer disclosures on prescription
    3         drug coverage; creating s. 627.42394, F.S.; requiring
    4         individual and group health insurers to provide notice
    5         of prescription drug formulary changes within a
    6         certain timeframe to current and prospective insureds
    7         and the insureds’ treating physicians; specifying
    8         requirements for the content of such notice and the
    9         manner in which it must be provided; specifying
   10         requirements for a notice of medical necessity
   11         submitted by the treating physician; authorizing
   12         insurers to provide certain means for submitting the
   13         notice of medical necessity; requiring the Financial
   14         Services Commission to adopt a certain form by rule by
   15         a specified date; specifying a coverage requirement
   16         and restrictions on coverage modification by insurers
   17         receiving a notice of medical necessity; providing
   18         construction and applicability; requiring insurers to
   19         maintain a record of formulary changes; requiring
   20         insurers to annually submit a specified report to the
   21         Office of Insurance Regulation by a specified date;
   22         requiring the office to annually compile certain data
   23         and prepare a report, make the report publicly
   24         accessible on its website, and submit the report to
   25         the Governor and the Legislature by a specified date;
   26         creating s. 627.6383, F.S.; defining the term “cost
   27         sharing requirement”; requiring specified individual
   28         health insurers and their pharmacy benefit managers to
   29         apply payments for prescription drugs by or on behalf
   30         of insureds toward the insureds’ total contributions
   31         to cost-sharing requirements under certain
   32         circumstances; providing construction; requiring
   33         specified individual health insurers to maintain
   34         records of certain third-party payments for
   35         prescription drugs; providing reporting requirements
   36         relating to third-party payments for prescription
   37         drugs; providing requirements for the reports;
   38         providing applicability; amending s. 627.6385, F.S.;
   39         providing disclosure requirements relating to a
   40         policyholder’s total cost-sharing requirement for
   41         prescription drugs; providing applicability; amending
   42         s. 627.64741, F.S.; requiring that specified contracts
   43         require pharmacy benefit managers to apply payments by
   44         or on behalf of insureds toward the insureds’ total
   45         contributions to cost-sharing requirements; providing
   46         applicability; providing disclosure requirements
   47         relating to a policyholder’s total cost-sharing
   48         requirement for prescription drugs; creating s.
   49         627.65715, F.S.; defining the term “cost-sharing
   50         requirement”; requiring specified group health
   51         insurers and their pharmacy benefit managers to apply
   52         payments for prescription drugs by or on behalf of
   53         insureds toward the insureds’ total contributions to
   54         cost-sharing requirements under certain circumstances;
   55         providing construction; providing disclosure
   56         requirements relating to an insured person’s total
   57         cost-sharing requirement for prescription drugs;
   58         requiring specified group health insurers to maintain
   59         records of certain third-party payments for
   60         prescription drugs; providing reporting requirements;
   61         providing requirements for the reports; providing
   62         applicability; amending s. 627.6572, F.S.; requiring
   63         that specified contracts require pharmacy benefit
   64         managers to apply payments by or on behalf of insureds
   65         toward the insureds’ total contributions to cost
   66         sharing requirements; providing applicability;
   67         providing disclosure requirements; amending s.
   68         627.6699, F.S.; requiring small employer carriers to
   69         comply with certain requirements for prescription drug
   70         formulary changes; amending s. 641.31, F.S.; providing
   71         an exception to requirements relating to changes in a
   72         health maintenance organization’s group contract;
   73         requiring health maintenance organizations to provide
   74         notice of prescription drug formulary changes within a
   75         certain timeframe to current and prospective
   76         subscribers and the subscribers’ treating physicians;
   77         specifying requirements for the content of such notice
   78         and the manner in which it must be provided;
   79         specifying requirements for a notice of medical
   80         necessity submitted by the treating physician;
   81         authorizing health maintenance organizations to
   82         provide certain means for submitting the notice of
   83         medical necessity; requiring the commission to adopt a
   84         certain form by rule by a specified date; specifying a
   85         coverage requirement and restrictions on coverage
   86         modification by health maintenance organizations
   87         receiving a notice of medical necessity; providing
   88         construction and applicability; requiring health
   89         maintenance organizations to maintain a record of
   90         formulary changes; requiring health maintenance
   91         organizations to annually submit a specified report to
   92         the office by a specified date; requiring the office
   93         to annually compile certain data and prepare a report,
   94         make the report publicly accessible on its website,
   95         and submit the report to the Governor and the
   96         Legislature by a specified date; defining the term
   97         “cost-sharing requirement”; requiring specified health
   98         maintenance organizations and their pharmacy benefit
   99         managers to apply payments for prescription drugs by
  100         or on behalf of subscribers toward the subscribers’
  101         total contributions to cost-sharing requirements under
  102         certain circumstances; providing construction;
  103         providing disclosure requirements relating to the
  104         subscriber’s total contributions to cost-sharing
  105         requirements; requiring specified health maintenance
  106         organizations to maintain records of certain third
  107         party payments for prescription drugs; providing
  108         reporting requirements; providing requirements for the
  109         reports; providing applicability; amending s. 641.314,
  110         F.S.; requiring that specified contracts require
  111         pharmacy benefit managers to apply payments by or on
  112         behalf of subscribers toward the subscribers’ total
  113         contributions to cost-sharing requirements; providing
  114         applicability; providing disclosure requirements
  115         relating to a subscriber’s total cost-sharing
  116         requirement for prescription drugs; amending s.
  117         409.967, F.S.; conforming a cross-reference; amending
  118         s. 641.185, F.S.; conforming a provision to changes
  119         made by the act; providing applicability; providing a
  120         declaration of important state interest; providing an
  121         effective date.
  122          
  123  Be It Enacted by the Legislature of the State of Florida:
  124  
  125         Section 1. Section 627.42394, Florida Statutes, is created
  126  to read:
  127         627.42394Health insurance policies; changes to
  128  prescription drug formularies; requirements.—
  129         (1)At least 60 days before the effective date of any
  130  change to a prescription drug formulary during a policy year, an
  131  insurer issuing individual or group health insurance policies in
  132  this state shall notify:
  133         (a)Current and prospective insureds of the change in the
  134  formulary, in a readily accessible format on the insurer’s
  135  website; and
  136         (b)Any insured currently receiving coverage for a
  137  prescription drug for whom the formulary change modifies
  138  coverage and the insured’s treating physician. Such notification
  139  must be sent electronically and by first-class mail and must
  140  include information on the specific drugs involved and a
  141  statement that the submission of a notice of medical necessity
  142  by the insured’s treating physician to the insurer at least 30
  143  days before the effective date of the formulary change will
  144  result in continuation of coverage at the existing level.
  145         (2)The notice of medical necessity provided by the
  146  treating physician to the insurer must include a completed one
  147  page form in which the treating physician certifies to the
  148  insurer that the prescription drug for the insured is medically
  149  necessary as defined in s. 627.732(2). The treating physician
  150  shall submit the notice electronically or by first-class mail.
  151  The insurer may provide the treating physician with access to an
  152  electronic portal through which the treating physician may
  153  electronically submit the notice. By January 1, 2027, the
  154  commission shall adopt by rule a form for the notice.
  155         (3)If the treating physician certifies to the insurer in
  156  accordance with subsection (2) that the prescription drug is
  157  medically necessary for the insured, the insurer:
  158         (a)Must authorize coverage for the prescribed drug until
  159  the end of the policy year, based solely on the treating
  160  physician’s certification that the drug is medically necessary;
  161  and
  162         (b)May not modify the coverage related to the covered drug
  163  during the policy year by:
  164         1.Increasing the out-of-pocket costs for the covered drug;
  165         2.Moving the covered drug to a more restrictive tier;
  166         3.Denying an insured coverage of the drug for which the
  167  insured has been previously approved for coverage by the
  168  insurer; or
  169         4.Limiting or reducing coverage of the drug in any other
  170  way, including subjecting it to a new prior authorization or
  171  step-therapy requirement.
  172         (4)Subsections (1), (2), and (3) do not:
  173         (a)Prohibit the addition of prescription drugs to the list
  174  of drugs covered under the policy during the policy year.
  175         (b)Apply to a grandfathered health plan as defined in s.
  176  627.402 or to benefits specified in s. 627.6513.
  177         (c)Alter or amend s. 465.025, which provides conditions
  178  under which a pharmacist may substitute a generically equivalent
  179  drug product for a brand name drug product.
  180         (d)Alter or amend s. 465.0252, which provides conditions
  181  under which a pharmacist may dispense a substitute biological
  182  product for the prescribed biological product.
  183         (e)Apply to a Medicaid managed care plan under part IV of
  184  chapter 409.
  185         (5)A health insurer shall maintain a record of any change
  186  in its formulary during a calendar year. By March 1 of each
  187  year, a health insurer shall submit to the office a report
  188  delineating such changes made in the previous calendar year. The
  189  annual report must include all of the following, at a minimum:
  190         (a)A list of all drugs removed from the formulary, along
  191  with the date of the removal and the reasons for the removal.
  192         (b)A list of all drugs moved to a tier resulting in
  193  additional out-of-pocket costs to insureds.
  194         (c)The number of insureds impacted by a change in the
  195  formulary.
  196         (d)The number of insureds notified by the insurer of a
  197  change in the formulary.
  198         (e)The increased cost, by dollar amount, incurred by
  199  insureds because of such change in the formulary.
  200         (6)By May 1 of each year, the office shall:
  201         (a)Compile the data in the annual reports submitted by
  202  health insurers under subsection (5) and prepare a report
  203  summarizing such data.
  204         (b)Make the report publicly accessible on its website.
  205         (c)Submit the report to the Governor, the President of the
  206  Senate, and the Speaker of the House of Representatives.
  207         Section 2. Section 627.6383, Florida Statutes, is created
  208  to read:
  209         627.6383Cost-sharing requirements.—
  210         (1)As used in this section, the term “cost-sharing
  211  requirement” means a dollar limit, a deductible, a copayment,
  212  coinsurance, or any other out-of-pocket expense imposed on an
  213  insured, including, but not limited to, the annual limitation on
  214  cost sharing subject to 42 U.S.C. s. 18022.
  215         (2)(a)Each health insurer issuing, delivering, or renewing
  216  a policy in this state which provides prescription drug
  217  coverage, or each pharmacy benefit manager on behalf of such
  218  health insurer, shall apply any amount paid for a prescription
  219  drug by an insured or by another person on behalf of the insured
  220  toward the insured’s total contribution to any cost-sharing
  221  requirement, if the prescription drug:
  222         1.Does not have a generic equivalent; or
  223         2.Has a generic equivalent and the insured has obtained
  224  authorization for the prescription drug through any of the
  225  following:
  226         a.Prior authorization from the health insurer or pharmacy
  227  benefit manager.
  228         b.A step-therapy protocol.
  229         c.The exception or appeal process of the health insurer or
  230  pharmacy benefit manager.
  231         (b)The amount paid by or on behalf of the insured which is
  232  applied toward the insured’s total contribution to any cost
  233  sharing requirement under paragraph (a) includes, but is not
  234  limited to, any payment with or any discount through financial
  235  assistance, a manufacturer copay card, a product voucher, or any
  236  other reduction in out-of-pocket expenses made by or on behalf
  237  of the insured for a prescription drug.
  238         (c)1.Each health insurer issuing, delivering, or renewing
  239  a policy in this state which provides prescription drug
  240  coverage, regardless of whether the prescription drug benefits
  241  are administered or managed by the insurer or by a pharmacy
  242  benefit manager on behalf of the insurer, shall maintain a
  243  record of any third-party payments made or remitted on behalf of
  244  an insured for prescription drugs, which payments are not
  245  applied to the insured’s out-of-pocket obligations, including,
  246  but not limited to, deductibles, copayments, or coinsurance.
  247         2.By March 1 of each year, each health insurer issuing,
  248  delivering, or renewing a policy in this state which provides
  249  prescription drug coverage, regardless of whether the
  250  prescription drug benefits are administered or managed by the
  251  insurer or by a pharmacy benefit manager on behalf of the
  252  insurer, shall submit to the office a report delineating third
  253  party payments, as described in subparagraph 1., which were
  254  received in the previous calendar year. The annual report must
  255  include, at a minimum:
  256         a.A list of all payments received by the health insurer,
  257  as described in subparagraph 1., made or remitted by a third
  258  party, which must include all of the following:
  259         (I)The date each payment was made.
  260         (II)The prescription drug for which the payment was made.
  261         (III)The reason that the payment was not applied to the
  262  insured’s out-of-pocket obligations.
  263         b.The total amount of payments received by the health
  264  insurer which were not applied to an insured’s out-of-pocket
  265  maximum.
  266         c.The total number of insureds for whom a payment was made
  267  which was not applied to an out-of-pocket maximum.
  268         d.Whether such payments were returned to the third party
  269  that submitted the payment.
  270         e.The total amount of payments which were not returned to
  271  the third party that submitted the payment.
  272         (3)This section applies to any health insurance policy
  273  issued, delivered, or renewed in this state on or after January
  274  1, 2027.
  275         Section 3. Present subsections (2) and (3) of section
  276  627.6385, Florida Statutes, are redesignated as subsections (3)
  277  and (4), respectively, a new subsection (2) is added to that
  278  section, and present subsection (2) of that section is amended,
  279  to read:
  280         627.6385 Disclosures to policyholders; calculations of cost
  281  sharing.—
  282         (2)Each health insurer issuing, delivering, or renewing a
  283  policy in this state which provides prescription drug coverage,
  284  regardless of whether the prescription drug benefits are
  285  administered or managed by the health insurer or by a pharmacy
  286  benefit manager on behalf of the health insurer, shall disclose
  287  on its website that any amount paid by a policyholder or by
  288  another person on behalf of the policyholder must be applied
  289  toward the policyholder’s total contribution to any cost-sharing
  290  requirement pursuant to s. 627.6383. This subsection applies to
  291  any policy issued, delivered, or renewed in this state on or
  292  after January 1, 2027.
  293         (3)(2) Each health insurer shall include in every policy
  294  delivered or issued for delivery to any person in this the state
  295  or in materials provided as required by s. 627.64725 a notice
  296  that the information required by this section is available
  297  electronically and the website address of the website where the
  298  information can be accessed. In addition, each health insurer
  299  issuing, delivering, or renewing a policy in this state which
  300  provides prescription drug coverage, regardless of whether the
  301  prescription drug benefits are administered or managed by the
  302  health insurer or by a pharmacy benefit manager on behalf of the
  303  health insurer, shall disclose in every policy that is issued,
  304  delivered, or renewed to any person in this state on or after
  305  January 1, 2027, that any amount paid by a policyholder or by
  306  another person on behalf of the policyholder must be applied
  307  toward the policyholder’s total contribution to any cost-sharing
  308  requirement pursuant to s. 627.6383.
  309         Section 4. Paragraph (c) is added to subsection (2) of
  310  section 627.64741, Florida Statutes, to read:
  311         627.64741 Pharmacy benefit manager contracts.—
  312         (2) In addition to the requirements of part VII of chapter
  313  626, a contract between a health insurer and a pharmacy benefit
  314  manager must require that the pharmacy benefit manager:
  315         (c)1.Apply any amount paid by an insured or by another
  316  person on behalf of the insured toward the insured’s total
  317  contribution to any cost-sharing requirement pursuant to s.
  318  627.6383. This subparagraph applies to any insured whose
  319  insurance policy is issued, delivered, or renewed in this state
  320  on or after January 1, 2027.
  321         2.Disclose to every insured whose insurance policy is
  322  issued, delivered, or renewed in this state on or after January
  323  1, 2027, that the pharmacy benefit manager is required to apply
  324  any amount paid by the insured or by another person on behalf of
  325  the insured toward the insured’s total contribution to any cost
  326  sharing requirement pursuant to s. 627.6383.
  327         Section 5. Section 627.65715, Florida Statutes, is created
  328  to read:
  329         627.65715Cost-sharing requirements.—
  330         (1)As used in this section, the term “cost-sharing
  331  requirement” means a dollar limit, a deductible, a copayment,
  332  coinsurance, or any other out-of-pocket expense imposed on an
  333  insured, including, but not limited to, the annual limitation on
  334  cost sharing subject to 42 U.S.C. s. 18022.
  335         (2)(a)Each insurer issuing, delivering, or renewing a
  336  policy in this state which provides prescription drug coverage,
  337  or each pharmacy benefit manager on behalf of such insurer,
  338  shall apply any amount paid for a prescription drug by an
  339  insured or by another person on behalf of the insured toward the
  340  insured’s total contribution to any cost-sharing requirement, if
  341  the prescription drug:
  342         1.Does not have a generic equivalent; or
  343         2.Has a generic equivalent and the insured has obtained
  344  authorization for the prescription drug through any of the
  345  following:
  346         a.Prior authorization from the insurer or pharmacy benefit
  347  manager.
  348         b.A step-therapy protocol.
  349         c.The exception or appeal process of the insurer or
  350  pharmacy benefit manager.
  351         (b)The amount paid by or on behalf of the insured which is
  352  applied toward the insured’s total contribution to any cost
  353  sharing requirement under paragraph (a) includes, but is not
  354  limited to, any payment with or any discount through financial
  355  assistance, a manufacturer copay card, a product voucher, or any
  356  other reduction in out-of-pocket expenses made by or on behalf
  357  of the insured for a prescription drug.
  358         (3)(a)Each insurer issuing, delivering, or renewing a
  359  policy in this state which provides prescription drug coverage,
  360  regardless of whether the prescription drug benefits are
  361  administered or managed by the insurer or by a pharmacy benefit
  362  manager on behalf of the insurer, shall disclose on its website
  363  and in every policy issued, delivered, or renewed in this state
  364  on or after January 1, 2027, that any amount paid by an insured
  365  or by another person on behalf of the insured must be applied
  366  toward the insured’s total contribution to any cost-sharing
  367  requirement.
  368         (b)1.Each insurer issuing, delivering, or renewing a
  369  policy in this state which provides prescription drug coverage,
  370  regardless of whether the prescription drug benefits are
  371  administered or managed by the insurer or by a pharmacy benefit
  372  manager on behalf of the insurer, shall maintain a record of any
  373  third-party payments made or remitted on behalf of an insured
  374  for prescription drugs, which payments are not applied to the
  375  insured’s out-of-pocket obligations, including, but not limited
  376  to, deductibles, copayments, or coinsurance.
  377         2.By March 1 of each year, each health insurer issuing,
  378  delivering, or renewing a policy in this state which provides
  379  prescription drug coverage, regardless of whether the
  380  prescription drug benefits are administered or managed by the
  381  insurer or by a pharmacy benefit manager on behalf of the
  382  insurer, shall submit to the office a report delineating third
  383  party payments, as described in subparagraph 1., which were
  384  received in the previous calendar year. The annual report must
  385  include, at a minimum:
  386         a.A list of all payments received by the health insurer,
  387  as described in subparagraph 1., made or remitted by a third
  388  party, which must include:
  389         (I)The date each payment was made.
  390         (II)The prescription drug for which the payment was made.
  391         (III)The reason that the payment was not applied to the
  392  insured’s out-of-pocket obligations.
  393         b.The total amount of payments received by the health
  394  insurer which were not applied to an insured’s out-of-pocket
  395  maximum.
  396         c.The total number of insureds for whom a payment was made
  397  which was not applied to an out-of-pocket maximum.
  398         d.Whether such payments were returned to the third party
  399  that submitted the payment.
  400         e.The total amount of payments which were not returned to
  401  the third party that submitted the payment.
  402         (4)This section applies to any group health insurance
  403  policy issued, delivered, or renewed in this state on or after
  404  January 1, 2027.
  405         Section 6. Paragraph (c) is added to subsection (2) of
  406  section 627.6572, Florida Statutes, to read:
  407         627.6572 Pharmacy benefit manager contracts.—
  408         (2) In addition to the requirements of part VII of chapter
  409  626, a contract between a health insurer and a pharmacy benefit
  410  manager must require that the pharmacy benefit manager:
  411         (c)1.Apply any amount paid by an insured or by another
  412  person on behalf of the insured toward the insured’s total
  413  contribution to any cost-sharing requirement pursuant to s.
  414  627.65715. This subparagraph applies to any insured whose
  415  insurance policy is issued, delivered, or renewed in this state
  416  on or after January 1, 2027.
  417         2.Disclose to every insured whose insurance policy is
  418  issued, delivered, or renewed in this state on or after January
  419  1, 2027, that the pharmacy benefit manager is required to apply
  420  any amount paid by the insured or by another person on behalf of
  421  the insured toward the insured’s total contribution to any cost
  422  sharing requirement pursuant to s. 627.65715.
  423         Section 7. Paragraph (e) of subsection (5) of section
  424  627.6699, Florida Statutes, is amended to read:
  425         627.6699 Employee Health Care Access Act.—
  426         (5) AVAILABILITY OF COVERAGE.—
  427         (e) All health benefit plans issued under this section must
  428  comply with the following conditions:
  429         1. For employers who have fewer than two employees, a late
  430  enrollee may be excluded from coverage for no longer than 24
  431  months if he or she was not covered by creditable coverage
  432  continually to a date not more than 63 days before the effective
  433  date of his or her new coverage.
  434         2. Any requirement used by a small employer carrier in
  435  determining whether to provide coverage to a small employer
  436  group, including requirements for minimum participation of
  437  eligible employees and minimum employer contributions, must be
  438  applied uniformly among all small employer groups having the
  439  same number of eligible employees applying for coverage or
  440  receiving coverage from the small employer carrier, except that
  441  a small employer carrier that participates in, administers, or
  442  issues health benefits pursuant to s. 381.0406 which do not
  443  include a preexisting condition exclusion may require as a
  444  condition of offering such benefits that the employer has had no
  445  health insurance coverage for its employees for a period of at
  446  least 6 months. A small employer carrier may vary application of
  447  minimum participation requirements and minimum employer
  448  contribution requirements only by the size of the small employer
  449  group.
  450         3. In applying minimum participation requirements with
  451  respect to a small employer, a small employer carrier may shall
  452  not consider as an eligible employee employees or dependents who
  453  have qualifying existing coverage in an employer-based group
  454  insurance plan or an ERISA qualified self-insurance plan in
  455  determining whether the applicable percentage of participation
  456  is met. However, a small employer carrier may count eligible
  457  employees and dependents who have coverage under another health
  458  plan that is sponsored by that employer.
  459         4. A small employer carrier may shall not increase any
  460  requirement for minimum employee participation or any
  461  requirement for minimum employer contribution applicable to a
  462  small employer at any time after the small employer has been
  463  accepted for coverage, unless the employer size has changed, in
  464  which case the small employer carrier may apply the requirements
  465  that are applicable to the new group size.
  466         5. If a small employer carrier offers coverage to a small
  467  employer, it must offer coverage to all the small employer’s
  468  eligible employees and their dependents. A small employer
  469  carrier may not offer coverage limited to certain persons in a
  470  group or to part of a group, except with respect to late
  471  enrollees.
  472         6. A small employer carrier may not modify any health
  473  benefit plan issued to a small employer with respect to a small
  474  employer or any eligible employee or dependent through riders,
  475  endorsements, or otherwise to restrict or exclude coverage for
  476  certain diseases or medical conditions otherwise covered by the
  477  health benefit plan.
  478         7. An initial enrollment period of at least 30 days must be
  479  provided. An annual 30-day open enrollment period must be
  480  offered to each small employer’s eligible employees and their
  481  dependents. A small employer carrier must provide special
  482  enrollment periods as required by s. 627.65615.
  483         8.A small employer carrier shall comply with s. 627.65715
  484  for any change to a prescription drug formulary.
  485         Section 8. Subsection (36) of section 641.31, Florida
  486  Statutes, is amended, and subsection (48) is added to that
  487  section, to read:
  488         641.31 Health maintenance contracts.—
  489         (36) Except as provided in paragraphs (a), (b), and (c), a
  490  health maintenance organization may increase the copayment for
  491  any benefit, or delete, amend, or limit any of the benefits to
  492  which a subscriber is entitled under the group contract only,
  493  upon written notice to the contract holder at least 45 days in
  494  advance of the time of coverage renewal. The health maintenance
  495  organization may amend the contract with the contract holder,
  496  with such amendment to be effective immediately at the time of
  497  coverage renewal. The written notice to the contract holder must
  498  shall specifically identify any deletions, amendments, or
  499  limitations to any of the benefits provided in the group
  500  contract during the current contract period which will be
  501  included in the group contract upon renewal. This subsection
  502  does not apply to any increases in benefits. The 45-day notice
  503  requirement does shall not apply if benefits are amended,
  504  deleted, or limited at the request of the contract holder.
  505         (a)At least 60 days before the effective date of any
  506  change to a prescription drug formulary during a contract year,
  507  a health maintenance organization shall notify:
  508         1.Current and prospective subscribers of the change in the
  509  formulary, in a readily accessible format on the health
  510  maintenance organization’s website; and
  511         2.Any subscriber currently receiving coverage for a
  512  prescription drug for whom the formulary change modifies
  513  coverage and the subscriber’s treating physician. Such
  514  notification must be sent electronically and by first-class mail
  515  and must include information on the specific drugs involved and
  516  a statement that the submission of a notice of medical necessity
  517  by the subscriber’s treating physician to the health maintenance
  518  organization at least 30 days before the effective date of the
  519  formulary change will result in continuation of coverage at the
  520  existing level.
  521         (b)The notice of medical necessity provided by the
  522  treating physician to the health maintenance organization must
  523  include a completed one-page form in which the treating
  524  physician certifies to the health maintenance organization that
  525  the prescription drug for the subscriber is medically necessary
  526  as defined in s. 627.732(2). The treating physician shall submit
  527  the notice electronically or by first-class mail. The health
  528  maintenance organization may provide the treating physician with
  529  access to an electronic portal through which the treating
  530  physician may electronically submit the notice. By January 1,
  531  2027, the commission shall adopt by rule a form for the notice.
  532         (c)If the treating physician certifies to the health
  533  maintenance organization in accordance with paragraph (b) that
  534  the prescription drug is medically necessary for the subscriber,
  535  the health maintenance organization:
  536         1.Must authorize coverage for the prescribed drug until
  537  the end of the contract year, based solely on the treating
  538  physician’s certification that the drug is medically necessary;
  539  and
  540         2.May not modify the coverage related to the covered drug
  541  during the contract year by:
  542         a.Increasing the out-of-pocket costs for the covered drug;
  543         b.Moving the covered drug to a more restrictive tier;
  544         c.Denying a subscriber coverage of the drug for which the
  545  subscriber has been previously approved for coverage by the
  546  health maintenance organization; or
  547         d.Limiting or reducing coverage of the drug in any other
  548  way, including subjecting it to a new prior authorization or
  549  step-therapy requirement.
  550         (d)Paragraphs (a), (b), and (c) do not:
  551         1.Prohibit the addition of prescription drugs to the list
  552  of drugs covered under the contract during the contract year.
  553         2.Apply to a grandfathered health plan as defined in s.
  554  627.402 or to benefits specified in s. 627.6513.
  555         3.Alter or amend s. 465.025, which provides conditions
  556  under which a pharmacist may substitute a generically equivalent
  557  drug product for a brand name drug product.
  558         4.Alter or amend s. 465.0252, which provides conditions
  559  under which a pharmacist may dispense a substitute biological
  560  product for the prescribed biological product.
  561         5.Apply to a Medicaid managed care plan under part IV of
  562  chapter 409.
  563         (e)A health maintenance organization shall maintain a
  564  record of any change in its formulary during a calendar year. By
  565  March 1 of each year, a health maintenance organization shall
  566  submit to the office a report delineating such changes made in
  567  the previous calendar year. The annual report must include, at a
  568  minimum:
  569         1.A list of all drugs removed from the formulary, along
  570  with the date of the removal and the reasons for the removal.
  571         2.A list of all drugs moved to a tier resulting in
  572  additional out-of-pocket costs to subscribers.
  573         3.The number of subscribers impacted by a change in the
  574  formulary.
  575         4.The number of subscribers notified by the health
  576  maintenance organization of a change in the formulary.
  577         5.The increased cost, by dollar amount, incurred by
  578  subscribers because of such change in the formulary.
  579         (f)By May 1 of each year, the office shall:
  580         1.Compile the data in the annual reports submitted by
  581  health maintenance organizations under paragraph (e) and prepare
  582  a report summarizing such data;
  583         2.Make the report publicly accessible on its website; and
  584         3.Submit the report to the Governor, the President of the
  585  Senate, and the Speaker of the House of Representatives.
  586         (48)(a)As used in this subsection, the term “cost-sharing
  587  requirement” means a dollar limit, a deductible, a copayment,
  588  coinsurance, or any other out-of-pocket expense imposed on a
  589  subscriber, including, but not limited to, the annual limitation
  590  on cost sharing subject to 42 U.S.C. s. 18022.
  591         (b)1.Each health maintenance organization issuing,
  592  delivering, or renewing a health maintenance contract or
  593  certificate in this state which provides prescription drug
  594  coverage, or each pharmacy benefit manager on behalf of such
  595  health maintenance organization, shall apply any amount paid for
  596  a prescription drug by a subscriber or by another person on
  597  behalf of the subscriber toward the subscriber’s total
  598  contribution to any cost-sharing requirement if the prescription
  599  drug:
  600         a.Does not have a generic equivalent; or
  601         b.Has a generic equivalent and the subscriber has obtained
  602  authorization for the prescription drug through any of the
  603  following:
  604         (I)Prior authorization from the health maintenance
  605  organization or pharmacy benefit manager.
  606         (II)A step-therapy protocol.
  607         (III)The exception or appeal process of the health
  608  maintenance organization or pharmacy benefit manager.
  609         2.The amount paid by or on behalf of the subscriber which
  610  is applied toward the subscriber’s total contribution to any
  611  cost-sharing requirement under subparagraph 1. includes, but is
  612  not limited to, any payment with or any discount through
  613  financial assistance, a manufacturer copay card, a product
  614  voucher, or any other reduction in out-of-pocket expenses made
  615  by or on behalf of the subscriber for a prescription drug.
  616         (c)Each health maintenance organization issuing,
  617  delivering, or renewing a health maintenance contract or
  618  certificate in this state which provides prescription drug
  619  coverage, regardless of whether the prescription drug benefits
  620  are administered or managed by the health maintenance
  621  organization or by a pharmacy benefit manager on behalf of the
  622  health maintenance organization, shall disclose on its website
  623  and in every subscriber’s health maintenance contract,
  624  certificate, or member handbook issued, delivered, or renewed in
  625  this state on or after January 1, 2027, that any amount paid by
  626  a subscriber or by another person on behalf of the subscriber
  627  must be applied toward the subscriber’s total contribution to
  628  any cost-sharing requirement.
  629         (d)1.A health maintenance organization issuing,
  630  delivering, or renewing a health maintenance contract or
  631  certificate in this state which provides prescription drug
  632  coverage, regardless of whether the prescription drug benefits
  633  are administered or managed by the health maintenance
  634  organization or by a pharmacy benefit manager on behalf of the
  635  health maintenance organization, shall maintain a record of any
  636  third-party payments made or remitted on behalf of a subscriber
  637  for prescription drugs, which payments are not applied to the
  638  subscriber’s out-of-pocket obligations, including, but not
  639  limited to, deductibles, copayments, or coinsurance.
  640         2.By March 1 of each year, a health maintenance
  641  organization shall submit to the office a report delineating
  642  third-party payments, as described in subparagraph 1., which
  643  were received in the previous calendar year. The annual report
  644  must include, at a minimum:
  645         a.A list of all payments received by the health
  646  maintenance organization, as described in subparagraph 1., made
  647  or remitted by a third party, which must include:
  648         (I)The date each payment was made.
  649         (II)The prescription drug for which the payment was made.
  650         (III)The reason that the payment was not applied to the
  651  subscriber’s out-of-pocket obligations.
  652         b.The total amount of payments received by the health
  653  maintenance organization which were not applied to a
  654  subscriber’s out-of-pocket maximum.
  655         c.The total number of subscribers for whom a payment was
  656  made which was not applied to an out-of-pocket maximum.
  657         d.Whether such payments were returned to the third party
  658  that submitted the payment.
  659         e.The total amount of payments which were not returned to
  660  the third party that submitted the payment.
  661         (e)This subsection applies to any health maintenance
  662  contract, certificate, or member handbook issued, delivered, or
  663  renewed in this state on or after January 1, 2027.
  664         Section 9. Paragraph (c) is added to subsection (2) of
  665  section 641.314, Florida Statutes, to read:
  666         641.314 Pharmacy benefit manager contracts.—
  667         (2) In addition to the requirements of part VII of chapter
  668  626, a contract between a health maintenance organization and a
  669  pharmacy benefit manager must require that the pharmacy benefit
  670  manager:
  671         (c)1.Apply any amount paid by a subscriber or by another
  672  person on behalf of the subscriber toward the subscriber’s total
  673  contribution to any cost-sharing requirement pursuant to s.
  674  641.31(48). This subparagraph applies to any subscriber whose
  675  health maintenance contract or certificate is issued, delivered,
  676  or renewed in this state on or after January 1, 2027.
  677         2.Disclose to every subscriber whose health maintenance
  678  contract or certificate is issued, delivered, or renewed in this
  679  state on or after January 1, 2027, that the pharmacy benefit
  680  manager is required to apply any amount paid by the subscriber
  681  or by another person on behalf of the subscriber toward the
  682  subscriber’s total contribution to any cost-sharing requirement
  683  pursuant to s. 641.31(48).
  684         Section 10. Paragraph (o) of subsection (2) of section
  685  409.967, Florida Statutes, is amended to read:
  686         409.967 Managed care plan accountability.—
  687         (2) The agency shall establish such contract requirements
  688  as are necessary for the operation of the statewide managed care
  689  program. In addition to any other provisions the agency may deem
  690  necessary, the contract must require:
  691         (o) Transparency.—Managed care plans shall comply with ss.
  692  627.6385(4) and 641.54(7) ss. 627.6385(3) and 641.54(7).
  693         Section 11. Paragraph (k) of subsection (1) of section
  694  641.185, Florida Statutes, is amended to read:
  695         641.185 Health maintenance organization subscriber
  696  protections.—
  697         (1) With respect to the provisions of this part and part
  698  III, the principles expressed in the following statements serve
  699  as standards to be followed by the commission, the office, the
  700  department, and the Agency for Health Care Administration in
  701  exercising their powers and duties, in exercising administrative
  702  discretion, in administrative interpretations of the law, in
  703  enforcing its provisions, and in adopting rules:
  704         (k) A health maintenance organization subscriber shall be
  705  given a copy of the applicable health maintenance contract,
  706  certificate, or member handbook specifying: all the provisions,
  707  disclosure, and limitations required pursuant to s. 641.31(1),
  708  and (4), and (48); the covered services, including those
  709  services, medical conditions, and provider types specified in
  710  ss. 641.31, 641.31094, 641.31095, 641.31096, 641.51(11), and
  711  641.513; and where and in what manner services may be obtained
  712  pursuant to s. 641.31(4).
  713         Section 12. This act applies to health insurance policies,
  714  health benefit plans, and health maintenance contracts entered
  715  into or renewed on or after January 1, 2027.
  716         Section 13. The Legislature finds that this act fulfills an
  717  important state interest.
  718         Section 14. This act shall take effect July 1, 2026.