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Webinar Instructions 1

Health Care and Community-Based Organizations: A Win-Win Partnership Sue Lachenmayr, MPH, CHES Program Director Center for Healthy Aging National Council on Aging Pam Piering Consultant, Former AAA Executive Director Seattle, WA Amy MacNulty, MBA Project Director Community Care Linkages Mass Home Care Initiative

Topics CMS Imperative for Health Systems to link to CBOs Self Management Supports Partnering and Financing From The Field: Community Care Linkages in Massachusetts Recommendations and Opportunities Next Steps 3

Health Care Delivery System Transformation Acute Health Care System 1.0 Coordinated Seamless Health Care System 2.0 Community Integrated Health Care System 3.0 High quality acute care Accountable care systems Shared financial risk Case management and preventive care systems Population-based quality and cost performance Population-based health outcomes Care system integration with community health resources 4

Health Care s BLIND SIDE The Overlooked Connection between Social Needs and Good Health RWJF Physician Survey 85% surveyed physicians said that not able to meet patients social needs contributing worsening health Top social needs they would write a prescription for include: Fitness program 75% Nutritional food 64% Transportation assistance 47% For patients in mostly urban and low income communities Employment assistance 52% Adult education 49% Housing assistance 43% http://community.rwjf.org/community/healthcaresblindside 5 5

AHRQ Expert Panel Findings: Barriers to SMS Clinicians assume patients know more than they actually do. Physicians are used to having control; of being in charge. Physicians are intervention-driven, action-oriented. Providers don t recognize distress, only behavior. Lack of belief that SMS will work. Lack of understanding of the whole context for the patient A (false) assumption that knowledge leads to action. 6

AHRQ Expert Panel Report: Facilitators to SMS 99% of patient care is done by the patient him/herself. SMS is not just getting people to do what the clinician wants them to do. Recognizing the barriers to adopting SMS are similar to those faced by patients Providing SMS requires a team effort. Communication skills are key 7

Steps to Build Framework for Sustainability of Self Management Supports Step 1: Partnership Models ACL/AoA and NCOA Expert Panel and Interviews Vision: Integrated Community Health Care System 3.0 Framework for Implementation Step 2: Financing for Future DHHS, ACL/AoA, NCOA Strategic Session Discussion and Findings 8

Framework to Become Integrated Community Health Care System Evidenced-Based Self Management Supports Entry Point to Partnering Gateway to Non Medical Services Patient Centered Lasting Behavioral Change Patient Engagement 3.0 1. Develop Relationships Identify Partners Explore Opportunities to Collaborate 2. Partner Implement Initiatives Identify Value Added 3. Build Capacity Invest in Infrastructure Obtain Funding 9

Step 1: Expert Panel on Partnership Models Interviews (17 Aging Network, 14 Healthcare Organizations) Perceived value Success factors Participants (across 18 states) Federal, state, local health/aging providers, private funders, and potential payers Strategies Findings Lead to Step 2 10

Purpose: Step 2: Session on Financing for Future Dialogue to understand how to finance, scale, and sustain self-management programs. Initiate a private-public sector action agenda to expand self-management programming. Improve the health and quality of life of individuals with complex and/or multiple chronic conditions. Meeting Objectives: Learn about successful models Identify the key requirements and barriers Identify potential opportunities 11

Community Interview Findings: Trends A number of state and regional models offer defined coordination with healthcare providers. Significant interest in the aging network/cbos in building a new role through health reform to develop new integrated models of EB programs. Only a few examples of integrated medical/social models where the healthcare and community partners work in a seamless way, and healthcare funding pays for the EB selfmanagement programs were identified. 12

Few Examples from the Field The Medicaid Waiver LTSS system pays for CDSMP for enrolled clients under client training code (Washington state). Medicare reimbursement for Diabetes Self-Management (DSM) exist at a few community-based sites who are partnering with a health provider (Elder Services Merrimack Valley, MA and Age Options, IL). Medicare Advantage plans offer CDSMP within health provider wellness centers and limited community contracts (WA, OR, FL). United Way grantmaking programs have shown some new interest in SMS initiatives in the community (Seattle-King County, WA; Tarrant County, TX). 13

Community Interview Findings: Barriers Infrastructure: CBO s face the challenge of how to keep SMS delivery and referral systems viable while the incentive for health funding shifts. Capacity: Health systems seek to purchase a defined product across a region or state, which may challenge the local structures of CBOs and Area Agencies on Aging. The Case: the national SMS studies are helpful, but the availability of evidence at a more local level would help in making the case to potential healthcare partners. 14

Community Interview Findings: Recommendations Share information broadly on the health, healthcare savings and quality of life benefits of SMS within health reform through new CMS opportunities such as Medicaid waivers, dual-eligible projects, Care Transitions and Patient-Center Medical Home projects For a brochure on the Value of CDSMP: www.ncoa.org/improvehealth/center-for-healthy-aging/content-library/self-managementprogram.html Seek additional research on outcomes using Medicare and other healthcare utilization/cost data. Use leadership, policy and regulatory levers to: Advocate for rate structures that share savings from EB programs with community partners. Recognize lay leaders as qualified members of the health care team. Engage employers to better understand benefits of EB programs for employees and retirees. 15

Aging Network An Infrastructure that Supports 11 Million Older Adults and Caregivers AoA 56 State Units on Aging 629 Area Agencies 246 Tribal organization 20,000 Service Providers & 500,000 Volunteers Provides Services & Supports to 1 in 5 Seniors 242 million meals 28 million rides 29 million hours of personal care 69,000 caregivers trained 855,000 assisted 4 million hours of case management 0ver 22,000 individuals transitioned 81,759 individuals completing CDSMP 16

Healthcare Organizations Interviews Focused on the current efforts and future plans to pay for and partner with community based organizations to provide self management supports (SMS). 10 interviews were conducted with: Integrated provider and payer health care systems: For profit/not-for-profit health insurance plans Large not-for-profit physician organization State pension fund that provides retirement, disability and survivor benefit programs for public employees 17

Healthcare Interview Findings: Trends Self-insured commercial and employee retiree benefits plans are innovative, flexible, and receptive to self-management supports We have an ethical obligation to provide effective SMS Health Plan Health care organizations are searching for opportunities to move from fragmented services & costs to integrated care and community based approach Many are moving from disease management (single disease focus) to integrated model of care driven by care team and care plan All are re-defining systems to deliver cost-effective programs and recognize the need for a progression of strategies to improve quality and reduce costs 18

Healthcare Interview Findings: Barriers Health Care Culture: Prefer professional vs. peer led services, measure clinical outcomes vs. quality of life outcomes and tend to own/build vs. buy/partner. Primary Care Physicians: On-going need for information about SMS available through CBOs, concerns about standard criteria for selection of high quality partners/vendors. Infrastructure: Inadequate to integrate monitoring and reporting processes, significant technical billing hurdles for CMS and other payers. Priority: Current focus on high risk/high cost patients whereas lower risk patients may see greatest benefit from self-management 19

Community Care Linkages Community Care Linkages is a strategic initiative to effectively integrate services of the Massachusetts Aging Services Access Points (ASAPs) into the evolving healthcare delivery system. Mass Home Care is a professional association of 27 Not for Profit Organizations/ASAPs that manage 70,000 covered lives annually in home care programs (Over $350m of services across MA). Goals: Create new business opportunities for ASAP network Form stronger strategic alliances Participate in health reform initiatives Follow latest developments 20

CCL: Current Partnering Initiatives Payers/Providers SCOs ACOs ICOs (Dual Eligibles) IPAs PCMHs Hospitals SNFs HHA Services LTSS Coordination: Basic & Complex Network Management Care Transitions Support to Care Managers RN Assessments Falls Risk Assessment Self Management Support (Evidence based Self Management Support/ Healthy Living Programs) 21

Atrius Health/ASAPs Practice Based Pilots 1. Chelmsford & Elder Services of Merrimack Valley 2. Southboro & Baypath 3. West Roxbury & Ethos 4. Concord & Minuteman Senior Services 5. Watertown,/Wellesley & Springwell 6. Kenmore & Boston Senior Home Care Currently expanding to new sites Community Care Linkages SM A Division of Mass Home Care 22 22

Population Based Intervention: Falls Risk Assessment Community Care Linkages SM A Division of Mass Home Care Identify population appropriate for home based FRA Develop standard work for non medical ASAP intervention (population based, rather than practice or ASAP dependent) Develop data capture in Epic to meet Pioneer quality measure 23 23

Atrius Health/Southboro Medical Group (SMG) & BayPath Social Worker from BayPath to support SMG 24 hours/per wk. Access to SMG EpicCare (EHR) Provide general community social services Participate in case management, quality assurance and quality improvement, utilization review and peer review activities Metrics: Number of patients referred Number of ED admissions Number of hospital readmissions Pre and post intervention costs Number of cases on going Number of resistant patients referred must define non compliant 24 24

Beth Israel Deaconess Physician Organization (BIDPO)/ Springwell Springwell employed Community Resource Coordinator (CRC) on site at BIDPO s office located in Westwood, MA, 3 days per week Identify the most affordable community resource options available to meet the identified needs of referred Patient regardless of age or ASAP eligibility educate the BIDPO s CNCMs and other staff of community resources available, including the abilities of ASAPs identify ASAP clients receiving services by any of the 27 ASAPs in MA and work with BIDPO staff to identify additional services that may be helpful establish a community resources catalogue or reference library participate with BIDPO staff in case conferences Options Counseling visits 25 25

http://www.healthyliving4me.org 26

Facilitators to Sustain SMS Align payments with incentives for patients, providers and payers Encourage bundling of services that include SMS Develop an infrastructure to support data for tracking, evaluating outcomes and billing across health care and community organizations Provide real time feedback that programs meet the needs of patients Feedback between community organization, health plan/payer, primary care practice and patient about results of SMS Communicate results of engaged and activated patients who achieve real behavior/lifestyle change Ability to independently evaluate effectiveness at the plan/payer level 27

Next Steps at the National Level HHS stakeholder meetings about Multiple Chronic Condition Framework Scaling and Sustaining Self-Management Programs: Sustainable Financing for the Future Identifying and Stratifying Individuals with Multiple Chronic Conditions for Care Management 28

Bridging Medical Care and LTSS http://thescanfoundation.org/sites/thescanfoundation.org/fil es/tsf_policy_brief_6_model_successes_3.pdf Bridging medical care and long term services and supports (LTSS) is a critical component to meeting the needs of individuals with chronic conditions and functional limitations, and improving system outcomes. Riskbearing entities present a unique avenue to pursue this integrated vision. 29

NCOA Focus for the Future Self-Management Alliance MCC Goal 2 Public/private collaborative with 7 expert workgroups around scaling self-management NCOA National Resource Center Develop quality indicators for an integrated communitybased organization/health care model Assist in building the business acumen of the Aging Network Develop a learning collaborative 30

Contact Info Sue Lachenmayr, MPH, CHES Senior Director Resource Center Center for Healthy Aging National Council on Aging 1901 L Street, NW, 4th Floor Washington, DC 20036 (202) 600-3144 cell (908) 797-5650 sue.lachenmayr@ncoa.org www.ncoa.org/cha Amy MacNulty, MBA Project Director Community Care Linkages Mass Home Care Initiative 152 Sylvan Street Danvers, MA 01923-3568 (781) 405-2288 amy@macnultyconsulting. com Pamela Piering Consultant 174 Ward St Seattle, WA 98109 ppiering@com cast.net 31

Q&A www.ncoa.org 32