840 Form
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Pharmacy Medical Policy Methotrexate Step Therapy Table of Contents • Related Polices
• Prior Authorization Information
• Summary • Policy
• Provider Documentation
• Individual Consideration • Policy History
• Forms
• References Policy Number: 840 BCBSA Reference Number: N/A Related Policies • N/A
Prior Authorization Information
Policy
☐ Prior Authorization
☒ Step Therapy
☐ Quality Care Dosing
☐ Administrative
Reviewing
Department
Pharmacy Operations:
Tel: 1-800-366-7778
Fax: 1-800-583-6289
To request for coverage: Providers may call, fax, or mail
the attached form (Formulary Exception/Prior Authorization
form) to the address below.
Blue Cross Blue Shield of Massachusetts
Pharmacy Operations Department
25 Technology Place
Hingham, MA 02043
Tel: 1-800-366-7778
Fax: 1-800-583-6289
Individual Consideration for the atypical patient: Policy
for requests that do not meet clinical criteria of this policy,
see section labeled Individual Consideration
Policy Last Updated
11/2025
Pharmacy (Rx) or
Medical (MED) benefit
coverage
☒ Rx
☐ MED
Policy applies to Commercial members with
BCBSMA formulary:
•
Managed Care (HMO/POS)
•
PPO/EPO
•
Indemnity
•
MEDEX with Rx plans
•
Managed Blue for Seniors
Policy does NOT apply to:
•
Medicare Advantage
Summary
This is a comprehensive policy covering step therapy requirements for methotrexate.
Otrexup and Rasuvo both contain methotrexate in various strengths in an injectable form and are U.S.
Food and Drug Administration (FDA) approved for the treatment of patients with severe, active
rheumatoid arthritis, polyarticular juvenile idiopathic arthritis, and severe, recalcitrant, disabling psoriasis.
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Typically, in these inflammatory conditions, methotrexate is first initiated orally and then could potentially
be converted to an injectable form of methotrexate. Otrexup and Rasuvo provide an auto-injectable option
for patients to use as an alternative to generic forms of injectable methotrexate. The generic formulations
are equally as effective and are available at a fraction of the cost of the auto-injectable options.
Policy
Length of Approval
24 months
Formulary Status
All requests must meet the Step Therapy requirement and for non-covered
medications, the member must also have had a previous treatment failure with, or
contraindication to, at least two covered formulary alternatives when available. See
section on individual consideration for more information if you require an exception to
any of these criteria requirements for an atypical patient.
Member cost share
consideration
A higher non-preferred cost share may be applied if an exception request is approved
for coverage of a non-preferred or a non-formulary/non-covered drug.
The step therapy requirements:
Drug
Formulary Status (BCBSMA
Commercial Plan)
Step Requirement
Step 1
Methotrexate (oral)
Covered
Covered with no requirements
Methotrexate sodium (injection)
Covered
Step 2
Otrexup ® (methotrexate)
ST
Requires prior use of ONE step 1
medication OR history of prior use of
any step 2 medication in this table
within the previous 130 days.
See below for prior use criteria. Rasuvo ® (methotrexate) ST ST – Step Therapy
Prior Use Criteria
The plan uses prescription claim records to support criteria for prior use within previous 130 days or the
trial and failure of formulary alternatives when available. Additional documentation will be required from
the provider when historic prescription claim data is either not available or the medication fill history fails
to establish criteria for prior use or trial and failure of formulary alternatives. Documentation will also be
required to support any clinical reasons preventing the trial and failure of formulary alternatives. Please
see the section on documentation requirements for more information.
Provider Documentation Requirements
Documentation from the provider to support a reason preventing trial of formulary alternative(s) must
include the name and strength of alternatives tried and failed (if alternatives were tried, including dates if
available) and specifics regarding the treatment failure. Documentation to support clinical basis
preventing switch to formulary alternative should also provide specifics around clinical reason.
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Individual Consideration (For Atypical Patients)
Our medical policies are written for most people with a given condition. Each policy is based on peer
reviewed clinical evidence. We also take into consideration the needs of atypical patient populations and
diagnoses.
If the coverage criteria outlined is unlikely to be clinically effective for the prescribed purpose, the health
care provider may request an exception to cover the requested medication based on an individual’s
unique clinical circumstances. This is also referred to as “individual consideration” or an “exception
request.”
Some reasons why you may need us to make an exception include: therapeutic contraindications; history
of adverse effects; expected to be ineffective or likely to cause harm (physical, mental, or adverse
reaction).
To facilitate a thorough and prompt review of an exception request, we encourage the provider to include
additional supporting clinical documentation with their request. This may include:
•
Clinical notes or supporting clinical statements;
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The name and strength of formulary alternatives tried and failed (if alternatives were tried) and
specifics regarding the treatment failure, if applicable;
•
Clinical literature from reputable peer reviewed journals;
•
References from nationally recognized and approved drug compendia such as American Hospital
Formulary Service® Drug Information (AHFS-DI), Lexi-Drug, Clinical Pharmacology, Micromedex
or Drugdex®; and
•
References from consensus documents and/or nationally sanctioned guidelines.
Providers may call, fax or mail relevant clinical information, including clinical references for individual patient consideration, to:
Blue Cross Blue Shield of Massachusetts
Pharmacy Operations Department
25 Technology Place
Hingham, MA 02043
Phone: 1-800-366-7778
Fax: 1-800-583-6289
We may also use prescription claims records to establish prior use of formulary alternatives or to show if step therapy criteria has been met. We will require the provider to share additional information when prescription claims data is either not available or the medication fill history fails to establish use of preferred formulary medications or that step therapy criteria has been met.
Policy History
Date Action 11/2025 Annual update: reformatting policy. 9/2023 Reformatted Policy. Updated IC section to align with 118E MGL § 51A. 7/2023 Reformatted Policy. 1/1/2022 Implement new step policy for Otrexup and Rasuvo.
Forms To request prior authorization using the Massachusetts Standard Form for Medication Prior Authorization Requests (eForm), click the link below:
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Massachusetts Standard Form for Medication Prior Authorization Requests #434
References
- Otrexup ® [package insert]. Ewing, NJ: Antares Pharma, Inc.: 11/2020.
- Rasuvo ® [package insert]. Chicago, IL: Medexus Pharma Inc: 3/2020.
Walk through this policy with us
Review how this policy can be converted into cited criteria, prior authorization checks, and operational automation.