Best Management Practices In Integrated Behavioral Health/Primary Care Programs

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Best Management Practices In Integrated Behavioral Health/Primary Care Programs The 2017 OPEN MINDS Strategy & Innovation Institute Wednesday, June 7, 2017 2:00pm 3:15pm Steve Ramsland, Ed.D., Senior Associate, OPEN MINDS 1 www.openminds.com 163 York Street, Gettysburg, Pennsylvania 17325 Phone: 717-334-1329 - Email: info@openminds.com 2017. All Rights Reserved.

Agenda I. Integrated Behavioral Health/Primary Care Service Delivery Models II. III. IV. Key Ingredients For Success Of An Integrated Practice Case Study Examples Of Successful Integrated Practices I. The Family Practice & Counseling Network, a division of Resources for Human Development II. Adult & Child Health Questions & Discussion 2 2017. All Rights Reserved.

Integrated Behavioral Health/Primary Care Service Delivery Models

Integration Care Delivery & Care Coordination Moving From Horizontal To Vertical Medical Medical Behavioral Social Social Behavioral 4 2017. All Rights Reserved.

Industry-Wide Focus On The Triple Aim Particularly for Consumers With Multiple Chronic Conditions 5 2017. All Rights Reserved.

Changing To A New Paradigm Today Future Treating Sickness / Episodic Managing Population Fragmented Care Collaborative Care Specialty Driven Primary Care Driven Isolated Patient Files Integrated Electronic Record Utilization Management Evidence-Based Medicine Fee for Service Shared Risk/Reward Payment for Volume Payment for Value Adversarial Payer-Provider Relations Cooperative Payer-Provider Relations Everyone For Themselves Joint Contracting 6 2017. All Rights Reserved.

Practice Models Of Integration Coordinated Routine screening for behavioral health Referral relationship Routine exchange of information Primary care provider delivers behavioral health interventions Connections made between patient and community Co-Located Medical services and behavioral health services located in same facility Referral process for medical cases to be seen by behavioral specialist Enhanced informal communication between primary care provider and behavioral health Consultation between behavioral health and medical provider Increase in level of quality of behavioral health services Integrated Medical services and behavioral health services located either in the same facility or in separate locations One treatment plan with behavioral and medical elements Team working together to delivery care Team composed of physician, physicians assistant, nurse practitioner, nurse, case manager, family advocate and behavioral specialist Use database to track the care of patients who are screened into behavioral health services 7 2017. All Rights Reserved. 7

Elements Of Integrated Care Service Delivery From The Specialist Provider Perspective Shared Consumer Information Behavioral health and medical providers coordinate treatment and follow-up on a person s health care. Shared Service Location Shared Financial Incentives 8 2017. All Rights Reserved. 8

Issues With Choosing The Best Model To Work With Primary Care Feasibility within that market What options are available? What options work best for the target consumer groups? What are the primary care provider needs for space and licensure? What options will be cost effective for the organization? How will the various payment structures work together? How do you structure to make it work within your organizational culture? 9 2017. All Rights Reserved.

Key Ingredients For Success Of An Integrated Practice

Keys To Improving Collaboration Among Medical & Behavioral Health Professionals Planning Develop and implement formal plans to establish collaborative relationships Develop plans that target resources to care-integration that are likely to yield a good return on investment Set realistic goals and timelines Communication Develop feedback mechanisms and information systems that evaluate quality of care and service delivery Engage in proactive outreach with collaboration among behavioral specialists and PC Participate in behavioral health learning collaboratives and continuing education Implementation Establish behavioral health as an integral part of primary practice by adding regular screening Incorporate electronic medical records and health information technology to improve the ability to collaborate and practice efficiently Explore opportunities and different models for co-locating behavioral health 11 2017. All Rights Reserved.

Keys To Improving Collaboration: Planning Develop and implement formal plans to develop collaborative relationships Develop plans that target resources to care integration that are likely to yield a good return on investment Set realistic goals and timelines Promoting Participation: Identify a population of common concern Include providers and stakeholders in planning Develop goals addressing all participants roles 12 2017. All Rights Reserved.

Keys To Improving Collaboration: Communication Develop feedback mechanisms and information systems that evaluate quality of care and service delivery Engage in proactive outreach with collaboration among behavioral specialists and Primary Care Participate in behavioral health learning collaboratives and continuing education Promoting Participation Establish inclusive mechanisms to provide feedback to all participants Develop educational opportunities that are inclusive for all participants 13 2017. All Rights Reserved.

Keys To Improving Collaboration: Implementation Establish behavioral health as an integral part of primary practice by adding regular screening Incorporate electronic medical records and health information technology to improve the ability to collaborate and practice efficiently Explore opportunities and different models for co-locating behavioral health Promoting Participation Define clear roles for each team member that encourage cooperative participation Identify a mechanism for formal and informal communication for all team members 14 2017. All Rights Reserved.

The Family Practice & Counseling Network Stacey Carpenter, Psy.D., Director of Integrated Behavioral Health, The Family Practice & Counseling Network, a division of Resources for Human Development

Stacey Carpenter, Psy.D. Director of Intergrated Behavioral Health Best Practices in Integrated Behavioral Health/ Primary Care Programs

BHC Integration Why is it important 80% of Primary Care (PC) visits include an underlying psychosocial factor 30-50% present in PC with significant mental health issues 45% of people dying by suicide saw PCP one month prior to death 24% of patients with depression are asked about substance use, a major risk factor for completed suicide

Areas to understand and consider in starting a new program Roles Services Population

Roles Vital to explore functions of each providers role - What are the differences - Where do they interconnect Understand the complexity of the work environment with roles & responsibilities Create clarity among the team - Helps formulate the team

Roles Leader PCP Medical focus Screens Provides Warm Handoffs BHC Brief solution focused therapy Further assessment Psychoeducation and motivational skill building The translator

Services Recognize what the capacity of the BHC services - Not traditional outpatient therapy - Only 20-30 minute sessions Consultant to the PCP - the Bridge Direct, skill building, not processoriented

Population Base Care Goal is to assist the whole population of the clinic not a particular subset Focus on the clinic s needs - Who is the clinic serving? # of Patients of the Clinic = BHC caseload

FPCN What Our Clinics Look Like

Patients seen in the last year Health Annex - Adults = 4108 - Pediatrics = 1458 Annex West - Adults = 175 - Pediatrics = 2 Abbottsford/Falls - Adults = 3785 - Pediatrics = 872 11 th Street Family Health Center - Adults = 3133 - Pediatrics = 1041

Diagnosed in the last 2 years & had BHC visit Diagnosis Depression 2575 Anxiety 1435 Diabetes 1585 Pre-Diabetes 1542 HTN 3795 BHC Visit 1851 1095 731 627 1665

Rules/ Must See s

Automatic Warm Hand Offs Following through + Pregnancy New Medical / STD diagnosis Screeners: +PHQ-2, + ACE-2 Working on Uncontrolled HTN Frequent Fliers STD

What works & Pit Falls

Things to consider Group Pods Rapport building Teaching simple introductions What benefits the Pt benefits the PCP What benefits the PCP benefits the Pt No Saving BHCs Coordination of Care Behavioral vs. Physical/Medical Health

Questions Comments scarpenter@fpcn.com

Adult & Child Health Allen Brown, Chief Executive Officer, Adult & Child Health

Integrating Primary and Behavioral Health Care Adult and Child Health Services Case Study Allen Brown, CEO, Adult and Child Open Minds Strategy and Innovation Institute June 7, 2017

CMHC and Licensed Child Placement Agency Comprehensive BH and child welfare services On site primary care services since 2010 675 full time employees Majority of staff work in schools, homes, etc. $48m annual revenue Top payors are Medicaid, state grants, and child welfare

To Integrate or Not To Integrate Indiana eliminated Medicaid billing rule that prohibited provider reimbursement for PC and BH services delivered same day FQHC s expanding into BH space CMHCs want to do primary care, but not sure how to get started or how to pay for it Indiana established Integrated Care Entity (ICE) Certification for CMHCs who provide primary care Severe workforce shortage

CMHC and FQHC Reimbursement Adult and Child Traditional Medicaid FFS Rate inadequate to cover costs for most services Minimal grant support for infrastructure or operations Traditional Medicaid Rate 99214 (MD): $76.88 99214 (APN): $57.66 90834 (LCSW): $50.39 Indiana Community Health Clinics HRSA building/infrastructure grants 330b grant funding 340b pharmacy program Enhanced Medicaid Rate FQHC PPS rate ranges from $170 to $280 per unit of service, regardless of service duration

Primary Care: Buy It or Build It? Building it ourselves = Becoming an FQHC Collaboration = Partnering to bring it in CMHC has insufficient means to pursue FQHC designation Community needs do not support adding a new FQHC organization, per HRSA criteria Medically Underserved Area (provider availability) Medically Underserved Populations (poverty, risk) Adult and Child has taken 3 different approaches to answer this question

Approach 1: Partner with an FQHC on a PBHCI Grant Adult and Child was the second Indiana MHC to win a SAMHSA PBHCI grant Collaborated with local FQHC to implement Primary care staff/services on site in MHC MHC staff/services embedded in primary care clinic 2 ½ years into grant, the collaboration expanded to include a merger initiative

Approach 1 Outcome: Limited success MHC clients benefited, but the program was inefficient and too few were served Workflow, data, and service integration never evolved beyond a low-level, co-location relationship MHC failed to gain financial sustainability Merger efforts stalled and eventually broke down MHC and FQHC parted ways after grant ended

Approach 2: Partner Again for Primary Care But this time differently No PBHCI grant dollars involved Shared risk/shared reward Agreement structured equitably to leverage highest possible reimbursement To make this happen A&C needed an FQHC that was willing to try a new approach

15 clinic nonprofit FQHC Comprehensive Family Medicine Behavioral Health Services Pediatrics OBGYN Dental $20m revenue 150+ staff

Operating Agreement A&C s south Indianapolis mental health clinic approved by HRSA to be an FQHC clinic location for Jane Pauley Community Health JP leases physical office space from A&C BH staff are leased to JP JP provides primary and behavioral care services Services documented and billed through JP EMR Expenses shared for administrative support functions like front desk, BH supervision, QI, IT JP reimburses A&C for full cost, plus overhead

Victory! Approach 2 Outcome Financially viable partnership Primary care being delivered to vulnerable, underserved MHC populations Medical exam rooms expanding from 3 to 6 to 9 BH providers delivering services through FQHC receiving higher level of reimbursement Project gaining attention from payors and press, winning Indianapolis award for healthcare innovation

What We ve Learned Complexity of moving BH staff from MHC to FQHC Credentialing Contracting Ability to Pay Payor Mix Access Workflows 2 different EMRs, with no interface BH Supervision occurring without usual complement of productivity reports, audit tools, etc. Unhooking from our FQ partner would be complicated

Approach 3: Becoming an FQHC Look Alike In past 8 months, A&C has Opened 2 new health clinics Submitted FQHC Look Alike (LAL) application LAL process to be completed by 12/15/17 As a FQHC LAL clinic, A&C will receive enhanced Medicaid rate

The Adult and Child Health Clinic Model Community heath clinics providing medical outreach to the homeless Unifying primary care (face to face or telehealth) with Home-based services Supportive Employment Supportive Housing Peer Support InShape Wellness Program Utilizing general practitioners for addictions treatment MAT patients required to participate in IOP Health Home accreditation as Joint Commission PCMH in 2018

What We ve Learned All the usual clichés are true! Hiring for a start up is difficult Converting MH offices to health clinics is costly Changes needed at the governance level HRSA requires majority of board members must be active recipients of health clinic services Health clinic oversight by the board may seem like micromanagement by some MHCs

What We ve Learned No fun using 3 EMRS Time and effort needed to integrate well different systems, services and workflows Direct care staff know best

What We ve Learned Client engagement needed more than ever Challenges with the Brand Limitations of data mining MHC caseloads for primary care patients 450 400 350 Primary Care Visits by Location 300 250 200 150 100 50 0 300 197 201 189 159 119 107 126 81 93 92 69 44 13 Oct-16 Nov-16 Dec-16 Jan-17 Feb-17 Mar-17 Apr-17 May-17 Wulsin Northwood

What We ve Learned

Questions & Discussion

Turning market intelligence into business advantage OPEN MINDS helps over 180,000 industry executives tackle business challenges, improve decision-making, and maximize organizational performance every day. See how our market intelligence can help your organization at www.openminds.com. Mental Health Services Chronic Care Management Disability Supports & Long-Term Care Addiction Treatment Social Services Intellectual & Developmental Disability Supports Child & Family Services Juvenile Justice Adult Corrections Health Care @openmindscircle OPEN MINDS Circle OPEN MINDS Circle www.openminds.com 163 York Street, Gettysburg, Pennsylvania 17325 717-334-1329 info@openminds.com