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Behavioral Health Program Integrated, holistic health care delivered with compassion, respect and integrity for every member. Montana BH Provider Meetings December 2013 John Gorman LPC Sr. Manager of Utilization Management Melissa Cantu MS, LPC Manager of Case Management Bonnie Peterson RN, MHP, MBA Sr. Manager of BH Clinical Account Consultants A Division of Health Care Service Corporation. A Mutual Legal Reserve Company, an Independent Licensee of the Blue Cross and Blue Shield Association. 2013 Health Care Service Corporation. All rights reserved.

BCBSMT Provider Webinar Agenda Opening Remarks Introductions Blue Cross and Blue Shield of Montana Behavioral Health Program Overview Questions / Discussion 2

Attendees Reminder Please contact: Susan Lasich, BCBSMT Provider Network Representative Susan_Lasich@bcbsmt.com 406-437-6223 to share names/email addresses of participants attending webinar today to submit any follow up questions to provide feedback you have about presentation today Thank you! 3

purpose our To do everything in our power to stand with our members in sickness and in health 4

Behavioral Health Membership Behavioral Health Managed Membership 9,050,000 5

Integrated Service Delivery Model Why? Mind and Body Integration of Behavioral Health and Medical means: Holistic approach to health care Overall medical care costs increase enormously by costs associated with unrecognized psychiatric syndromes Early, proactive identification of behavioral issues affecting medical conditions (and vice versa) Integration of medical and behavioral data clinical, utilization and pharmacy Systematic monitoring of all health care activity Integration and coordination between medical and BCBS behavioral health clinicians as well as providers 6

Integrated Service Delivery Model Strong mental and physical health can lead to a better overall quality of life. Co-management/Integration increases the probability of a positive outcome. 68% of adults with a mental disorder reported having at least one general medical disorder 29% of those with a medical disorder had a comorbid mental health condition Patient Safety Program Autism Care Team Condition Case Mgmt Intensive CM Behavioral External Vendor Referrals Special Beginnings Lifestyle Mgmt Medical System Integration o Same view of member o Real-time referrals Eating Disorder Care Team CCEI BH Liaison Role o 100% review of referrals o Education Inpatient UM CCEI Outpatient UM UM Case Mgmt Condition Mgmt Medical Directors o Consultations o Integrated Rounds Source: Robert Wood Johnson Foundation, Mental Disorders and Medical co morbidity, Feb. 2011 7

Behavioral Health Program Overview Behavioral Health Call Center Call Center, 24/7* Members and Providers Verify eligibility, quote benefits, assist with accessing network providers, transfer to clinician, refer to group EAP/other vendors Clinical Operations Care/Utilization Management Case and Condition Case Management Specialty Care Teams (Eating Disorders, Autism) Crisis Calls*, 24/7 BH Clinicians Integration/Co-Management Medical Directors and Masters prepared/licensed Clinicians Quality Management Regulatory Compliance, Privacy Accreditation Member / Provider Satisfaction Surveys Audits Service and Quality Care Concerns Appeals and Peer Review *24/7 access for emergency inpatient authorizations provided by licensed clinicians 8

BH Incoming Calls from Members and Providers Members and Providers BCBSMT CUSTOMER SERVICE for any inquiries at 800-447-7828 Calls will be routed to the BEHAVIORAL HEALTH Call Center as indicated New BCBSMT ID Cards will include BH Call Center number 855-313-8909 9

Behavioral Health Call Center Health Advocate Role Benefits Network Providers Eligibility Care Options Campaign Manager Initial Case Creation Transfer to BH Clinician BEHAVIORAL HEALTH CALL CENTER BCBSMT 855-313-8909 10

Care Management (UM) High Level of Care (HLOC) Services: Preauthorization and Concurrent reviews for Acute Inpatient, Residential Treatment Centers and Partial Hospitalization Programs Milliman Behavioral Health Care Guidelines for Mental Health conditions American Society of Addiction Medicine (ASAM) criteria for Chemical Dependency diagnoses effective 1/1/2014 When a case does not allow for approval during the initial or concurrent review, the case will be referred to BH Medical Director for medical necessity determination / telephonic peer to peer discussion as necessary. Care Coordination Early Intervention (CCEI) - outreach post-discharge for high risk members by Discharge Coordinator 24/7 immediate response to HLOC and Crisis needs by licensed behavioral health clinicians Eating Disorder Team (see appendix for more information) FOCUS: Ensure members receive the right level and type of care 11

Clinical Review Process Initial (Preauthorization) Review Facility clinician calls BCBSMT to request authorization/ preauthorization Information required at time of initial telephonic review for all BCBSMT membership as of 1/1/14: Presenting situation/symptoms; Mental health treatment history and medications; Alcohol/substance use treatment history; Medical history, medications and current treatment regimes; Mental status (reported by physician/practitioner); Risk potential; Current support systems; and Diagnosis (reported by physician/practitioner) Reviewers utilize Milliman Behavioral Health Care Guidelines for mental health and American Society of Addiction Medicine (ASAM) clinical criteria for chemical dependency to determine the following: Medical necessity of the requested care; Appropriateness of the location and level of care; Appropriateness of the length of stay; and Assignment of the next anticipated review point, schedule appointment 12

Clinical Review Process Concurrent Review Concurrent telephonic scheduled review: Assess the appropriateness of requests for continuation of clinical services by telephonic review Utilizes the same guidelines as the Initial Review Concurrent reviews allows the clinicians to: Evaluate necessity for continued authorization of treatment Promote timely interventions Identify and authorize changes in treatment plan or level of care Revise or develop discharge plan Identify and authorize intra-facility transfers as needed Identify members at risk who may benefit from Case Management referral 13

Discharge Planning / Review Discharge Review Discharge review allows for opportunities to: Identify cases appropriate for BH Case Management and/or Medical program referral Inquire about coordinating care with PCP, assist with providing names of in net work providers as needed Confirm follow up appointment is scheduled within 7 days post discharge with in network provider Verify contact information to follow up with member post discharge as indicated Identify cases for Care Coordination Early Intervention (CCEI) program Follow-up calls are made by Discharge Coordinator to ensure: Understanding and compliance with discharge plan Member has a follow up appointment with outpatient provider within 7 days post discharge and barriers to following through with appointment are addressed Discharge plan is effective Referral to BH Case/Condition Case Management program as indicated, is facilitated Other referral opportunities to medical management programs such as Case/Disease/Lifestyle Management programs are facilitated 14

Outpatient Management Services Preauthorization for: Intensive Outpatient Programs (IOP)* Electroconvulsive Therapy (ECT)* Psychological/Neuropsychological testing-under development for implementation mid 2014 Focused Outpatient Management Program (Implementation 1/2015) OUTREACH AND ENGAGEMENT to the identified provider and member to ENGAGE AND COLLABORATE on treatment plans and benefit options Data-driven CLINICAL INTELLIGENCE RULES (CIRs) are utilized to identify outliers who may benefit from further review Autism Care Team (see appendix) BCBS Association Autism Spectrum Disorder Work Group Leadership Role Why Preauthorize? Ensures intensive services are: Medically necessary Clinically appropriate Contribute to a successful treatment outcome Allows for management through the full BH continuum of care * 1/1/2014 Forms available bcbsmt.com website, provider and/or forms section 15

Outpatient Forms *1/1/2014 Forms available bcbsmt.com website, provider and/or forms section 16

Website: bcbsmt.com 17

Case and Condition Case Management Intensive Case Management Condition Case Management Programs Depression Alcohol / Substance Abuse Disorders Anxiety / Panic Disorders Bipolar Disorder Eating Disorders Schizophrenia & other Psychotic Disorders ADD / ADHD Online Tools In-depth Condition Assessments for 5 core conditions Asthma Coronary Artery Disease Diabetes Depression Substance Abuse Click to Chat Online video health tutorials Links to health resources 18

Patient Safety Program Follow up outreach calls to potential high risk members who have: Left Inpatient setting Against Medical Advice Called Crisis Line Did not meet Medical Necessity for Inpatient admission Exhausted Benefits Experienced Adverse Incident Interventions designed to keep the member in the community and alleviate the need for a higher, more restrictive level of care. These include but are not limited to: Offer support and help to minimize risk Assist with referrals and/or resources Coordinate care Enroll in BH CM programs, offer other BH services Ensure a BH Plan of Care is in place 19

Case Management Value ER Visits Decreased 16% After Behavioral Health Case Management Engagement Readmissions decreased from 12% 9% to following enrollment in a Behavioral Health Case Management Program* A MEASURE OF FUNCTIONAL HEALTH AND WELL BEING FROM PATIENTS' POINT OF VIEW 23.9% increase in the Mental Component Score suggests a positive impact of the program on functional health -- quality of life, improved emotional well being, etc.** Short Form-12 (SF-12) Questionnaire 20

Members with Behavioral Health and Core Medical Conditions $1,275 $1,247 $87 $232 $1,182 $217 $93 LOWER PMPM $1,100 / member / year -7% total PMPM, -19% medical PMPM $1,188 $1,015 $965 HIGH COST CORE EXAMPLES 20% lower PMPM ($263) for members with diabetes and a BH condition engaged in medical DM = more than $3,000 per year 4% lower ($58) for members with CAD and a BH condition are = approx. $700 per year PCP BH Provider BH Provider + Medical DM Medical PMPM BH PMPM 21

URAC Best Practice Award - 2013 Quality Summit Our Behavioral Health Program received the 2013 URAC Best Practices Bronze award for the development of and positive outcomes related to our Integrated Approach to Addressing Medical And Behavioral Comorbidity with a Managed Care Organization population Conclusion Our fully integrated medical and behavioral health program helped members manage their co-morbid conditions and improve their health outcomes, resulting in significant claim cost savings. 22

Quality Management and Appeals Goal to provide products and services of the highest quality and value with a direct focus on meeting the needs of customers Clinical and Quality Service Indicators Regulatory Oversight, Privacy Officer Ethics and Compliance Clinical Practice Guidelines (see appendix) HEDIS measures Audits BH Policies/ Procedures Appeals / Peer Review Quality Improvement Projects Provider Advisory Council Member Satisfaction Survey Provider Satisfaction Survey Client Satisfaction Complaints, Adverse Incidents QM Communications Accreditations Member Satisfaction Results 2011 2012 2013 92% 96% 96% Provider Satisfaction Results 2011 2012 2013 86% 89% 94% 23

Appeal Process When a case does not allow for approval during the initial or concurrent review, the case will be referred to a BH Medical Director for medical necessity determination. Initial/appeal reviews - Peer to Peer will be done telephonically with one of the BH MD s and facility MD. (Note: If one of our internal MD's are not available, an ERO Psychiatrist will perform the required review.) There are times when different information may be presented during an initial/appeal review with the treating physician. If different information is presented vs. what was received during the standard UM review process, we may ask for records as 'evidence' of the new information. If records corroborate the treating physician's testimony, we may overturn the initial adverse determination. 24

Appeal Process Standard Appeals will require submission of clinical documentation from the medical record, but will not normally be required on initial or expedited appeal requests. The facility will be advised of the outcome of the appeal and options in a timely fashion, meeting all regulatory and URAC standards. Contact Information: Appeal Coordinator Blue Cross and Blue Shield of Montana BH Unit PO Box 4669 Helena, MT 59604 Right Fax: 312-565-2308 Toll Free Fax: 855-649-9681 Phone: 855-313-8909 25

Questions and Discussion 26

Attendees Reminder Please contact: Susan Lasich, BCBSMT Provider Network Representative Susan_Lasich@bcbsmt.com 406-437-6223 to share names/email addresses of participants attending webinar today to submit any follow up questions to provide feedback you have about presentation today Thank you! 27

Happy Holidays from Behavioral Health http://www.ecardsforhealth.com/cgi-bin/ecards.pl?e=1939893871001_s00all_c00prevention_end 28

APPENDIX OF RESOURCES BH Leadership Contacts Autism Care Team Eating Disorder Care Team Clinical Practice Guidelines Member and Provider BH flier Online Educational Tools for Members 29

Behavioral Health Contacts Conway McDanald MD VP and CMO of Behavioral Health Program Conway_McDanald@bcbstx.com Frank Webster MD Sr. Medical Director Frank_Webster@bcbstx.com Rex McCully LCSW Divisional VP, Clinical Operations Rex_Mccully@bcbstx.com Scott Holder PhD, LPC, NCC Sr. Director of Quality Management Scott_Holder@bcbstx.com Felicia Spaulding, LPCC, MBA Sr. Director, Behavioral Health Clinical Operations- Government Programs Felicia_Spaulding@bcbsmt.com David Wenzel Med, LPC Director of Clinical Operations David_Wenzel@bcbstx.com John Gorman LPC Sr. Manager of Utilization Management John_Gorman@bcbstx.com Linda Wigley LCSW Manager of Outpatient Management Linda_Wigley@bcbstx.com Melissa Cantu MS, LPC Manager of Case Management Melissa_Cantu@bcbstx.com Cheryl Bivens Sr. Manager of BH Call Center Cheryl_Bivens@bcbstx.com Bonnie Peterson RN, MHP, MBA Sr. Manager of BH Clinical Account Consultants Bonnie_Peterson@bcbstx.com 30

EATING DISORDER CARE TEAM Eating disorders are serious clinical problems that require professional treatment by doctors, therapists, and nutritionists. The team includes: A dedicated team of BH unit care coordinators, case managers and a medical director with background in the treatment of eating disorders A specialized clinical review template intended to address the medical / psychosocial / psychological nuances of eating disorders Immediate and automatic referral into the intensive case management program for all acute care admissions Automatic trigger to refer to BH case management by medical UM / CM if an eating disorder diagnosis is identified Established partnerships with identified eating disorder experts and treatment facilities 31

AUTISM CARE TEAM FOCUS: Supporting families in planning the best course of Autism Spectrum Disorder (ASD) treatment GOALS: Provide clinical and case management expertise Locate referrals and resources in member s geographic area Coordinate member s behavioral health care with medical care Inform members how to make the most of covered benefits Provide Autism education materials on Plan websites 32

BH Clinical Practice Guidelines 2013-2014 Adopted by BH Quality Improvement Committee Posted on BCBSMT Website by 1/1/14 Acute Stress Disorder and Posttraumatic Stress Disorder (PTSD) Practice Guideline for the Treatment of Patients with Acute Stress Disorder and Posttraumatic Stress Disorder (2004) American Psychiatric Association http://psychiatryonline.org/content.aspx?bookid=28&sectionid=1670530 Guideline Watch: Practice Guideline for the Treatment of Patients with Acute Stress Disorder and Posttraumatic Stress Disorder (2009) American Psychiatric Association http://www.psychiatryonline.com/content.aspx?aid=156498 Attention-Deficit/Hyperactivity Disorder (ADHD) Practice Parameter for the Assessment and Treatment of Children and Adolescents with Attention-Deficit/Hyperactivity Disorder (2007) American Academy of Child and Adolescent Psychiatry http://www.aacap.org/galleries/practiceparameters/jaacap_adhd_2007.pdf Bipolar Practice Guideline for the Treatment of Patients with Bipolar Disorder 2 nd Edition (2002) American Psychiatric Association http://psychiatryonline.org/content.aspx?bookid=28&sectionid=1669577 Guideline Watch: Practice Guideline for the Treatment of Patients with Bipolar Disorder, 2 nd Edition (2005) American Psychiatric Association http://www.psychiatryonline.com/content.aspx?aid=148430 Eating Disorders Practice Guideline for the Treatment of Patients with Eating Disorders 3 rd Edition (2006) American Psychiatric Association http://psychiatryonline.org/content.aspx?bookid=28&sectionid=1671334 Guideline Watch: Practice Guideline for the Treatment of Patients with Eating Disorders 3 rd Edition (2012) American Psychiatric Association http://psychiatryonline.org/content.aspx?bookid=28&sectionid=39113853 Continued 33

BH Clinical Practice Guidelines 2013-2014 Depression Practice Guideline for the Treatment of Patients with Major Depressive Disorder 3 rd Edition (2010) American Psychiatric Association http://psychiatryonline.org/content.aspx?bookid=28&sectionid=1667485 Practice Parameter for the Assessment and Treatment of Children and Adolescents with Depressive Disorders (2007) American Academy of Child and Adolescent Psychiatry http://www.aacap.org/galleries/practiceparameters/practice%20parameter%20depressive%20disorders.pdf Obsessive Compulsive Disorder Practice Guideline for the Treatment of Patients with Obsessive-Compulsive Disorder (2007) American Psychiatric Association http://psychiatryonline.org/content.aspx?bookid=28&sectionid=1678180 Panic Disorder Practice Guideline for the Treatment of Patients with Panic Disorder 2 nd Edition (2009) American Psychiatric Association http://psychiatryonline.org/content.aspx?bookid=28&sectionid=1680635 Schizophrenia Practice Guideline for the Treatment of Patients with Schizophrenia 2 nd Edition (2004) American Psychiatric Association http://psychiatryonline.org/content.aspx?bookid=28&sectionid=1665359 Guideline Watch (September 2009): Practice Guideline for the Treatment of Patients with Schizophrenia (2009) American Psychiatric Association http://psychiatryonline.org/content.aspx?bookid=28&sectionid=1682213 Substance Use Disorders Practice Guideline for the Treatment of Patients with Substance Use Disorders 2 nd Edition (2006) American Psychiatric Association http://psychiatryonline.org/content.aspx?bookid=28&sectionid=1675010 Guideline Watch (April 2007): Practice Guideline for the Treatment of Patients with Substance Use Disorders 2 nd Edition (2007) American Psychiatric Association http://www.psychiatryonline.com/content.aspx?aid=149073 34

Behavioral Health Fliers Member Provider 35

Online Resources for Members www.bcbsmt.com Health & Wellness BH articles Blue Access for Members SM My Health Health Topics, Videos, Resources HA, Self-Directed Courses, Life Points, Wellness Coaching (Stress Management), Health Library Self-Service Condition Assessments, Recommendations, Tutorials, Health Resources, Click to Chat with Clinician Social Media Be Smart. Be Well. Life stories to help us all Health and safety information, Personal videos 36

*Addiction *Caregiving *Childhood Asthma *Childhood Obesity *Domestic Violence *Drug Safety *Food Safety *Managing Pregnancy Risks *Mental Health *Sleep *Sexually Transmitted Diseases (STDs) Be Smart. Be Well. *Teen Driving *Traumatic Brain Injury www.besmartbewell.com http://vimeo.com/71369203 37

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