Exception control

CMS WISeR exemptions and exclusions

Verify the rule, effective date, and actual case facts. Never extend special handling by analogy.

Reviewed July 24, 2026 • CMS Provider and Supplier Guide v7.0

Only CMS and applicable official participant instructions can establish the controlling treatment. WISeRly is independent, not CMS-affiliated or endorsed, not an official participant, does not issue determinations, and does not guarantee authorization or payment.

Verification record

Rule

Identify the exact current exemption, exclusion, transition, or special-handling provision and authoritative URL.

Facts

Document which required facts are present, who validated them, and which source record supports each fact.

Time

Record effective and expiration dates, case/service date, source retrieval date, and any revalidation requirement.

Guardrails

  • Do not treat a participant conversation as a durable exemption unless official instructions support that status.
  • Do not reuse an exemption from another location, provider, supplier, beneficiary, code, or date.
  • Do not label an uncertain case “exempt”; escalate for official clarification.
  • Keep exemption status separate from ultimate coverage and payment requirements.
AI-assisted review may compare facts with a rule, but cannot confer an exemption or replace a human clinical or official determination. WISeRly has no authority over scope.

Full applicability check · Selected-service verification · Official clarification handoff

Official sources

CMS WISeR model page · CMS Provider and Supplier Guide v7.0 (PDF)

Synthetic/no-PHI boundary: use fictional facts in public WISeRly tools. Do not submit patient, clinical, claim, or other protected health information.