Developing a Medical-Legal Partnership in Rural Appalachia

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Developing a Medical-Legal Partnership in Rural Appalachia

HRSA Disclaimer Community Health Partners for Sustainability, a program of the National Nurse-Led Care Consortium, is supported by the Health Resources and Services Administration (HRSA) of the U.S. Department of Health and Human Services (HHS) under grant number U30CS09736, a National Training and Technical Assistance Cooperative Agreement (NCA) for $450,000, and is 100% financed by this grant. This information or content and conclusions are those of the author and should not be construed as the official position or policy of, nor should any endorsements be inferred by HRSA, HHS or the U.S. Government.

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Today s Presenters Patricia Vanhook, APRN, PhD, FNP-BC, FAAN Associate Dean, Practice & Community Partnerships East Tennessee State University College of Nursing John Orzechowski, BA, MTS Deputy Director, Tennessee Justice Center Trish Aniol Certified Application Counselor Johnson City Community Health Center Rachel Clifton, BA Client advocate/training coordinator Tennessee Justice Center

Developing a Medical-Legal Partnership in Rural Appalachia PATRICIA VANHOOK, APRN, PHD, FNP- BC, FAAN. ASSOCIATE DEAN, PRACTICE & COMMUNITY PARTNERSHIPS, EAST TENNESSEE STATE UNIVERSITY COLLEGE OF NURSING JOHN ORZECHOWSKI, BA, MTS. DEPUTY DIRECTOR, TENNESSEE JUSTICE CENTER TRISH ANIOL, CERTIFIED APPLICATION COUNSELOR JOHNSON CITY COMMUNITY HEALTH CENTER RACHEL CLIFTON, BA, CLIENT ADVOCATE/TRAINING COORDINATOR, TENNESSEE JUSTICE CENTER

In the beginning an idea with a training partner

$$ Funding National Nurse-Led Care Consortium Kresge Foundation Grant Fall 2014 $50,000 to initiate a medical-legal partnership

Tennessee s Unique Challenges State agency does not accept Medicaid applications for all open categories of Medicaid (only state in nation) No working computer system to screen for Medicaid eligibility No in-person application assistance from State Months long delays in processing applications Ranks 36 th nationally in child well-being* 78,000 uninsured children statewide* *KIDS COUNT report by the Annie E. Casey Foundation

Building Medical-Legal Partnership Initial Funding from National Nurse-Led Care Consortium Throughout 2015, legal and clinic staff have met (in person & by phone/skype) for discussion, training, and relationship building Teams worked together to find intersections of patient need with legal expertise For example, TJC helped develop educational materials for long-term care program

Diving Deeper Into Patient Need We reviewed demographic data of uninsured patients to guide focus of MLP Found 750 children who are uninsured; almost all will be eligible for coverage Decided to focus on the child patient population initially Currently implementing outreach & advocacy plan to enroll these children

What We re Doing Now Contact families of uninsured child patients & provide necessary assistance to get coverage Seamlessly transition patients with legal problems to legal partner Track MLP outcomes on patient health & financial return on investment for medical partner

Challenges and Opportunities Continuing to bridge difference in vocabularies, processes, etc. for medical & legal teams Unique challenges in rural area (e.g., culture, pride, settle immigrants, fear). Geographical distance & telehealth Resource limitations for both partners Eventually expand focus to meet additional legal needs addressing the social determinants of health For example, TJC researched state policy on Medicaid for inmates

Outreach Referrals through Electronic Health Record (EHR): Nurse Practitioners & other practitioners (i.e. mental health, dental, social work) through referral process & patient plans Scheduling: Screening of uninsured children for insurance needs (i.e. child screening; parents & other family members qualify) Monthly Reports: Generated by EHR that give snapshot of uninsured children seen at multiple locations Outreach Events: Numerous outreach events to educate patient clients within the health center locations & locally

#1 Outreach Tool Word of Mouth: especially in Latino/Hispanic & Liberian communities Importance of BUILDING TRUST with the community

Enrollment Operationalizing: Taking insurance from one person s job to educating the health center team members their role is as important. Changing Mindset: Not just a job one time a year. This is a commitment all year long, to better health outcomes for our community. Processes: Streamlining the workflows for applications & appointments (insurance affordability programs) Appointments: Time range may vary Follow-up: Record keeping for denials, appeals, & required reporting (i.e. immigration status, income changes, tax information)

Data Tracking Capturing Accurate Data: Being a Step Ahead: Before the consumer arrives, prepare by using a state-wide tool for checking eligibility & preparing HIPAA forms (i.e HCFA Authorized forms) Building the Tools: Screening tools for intake, excel based data sheets for tracking, & EHR/EPM tools Check, Recheck, and Check Again: Constant data mining (i.e. tracking 45 days for Medicaid)

Data Tracking: The Tools Consumer Application Tracking: Advocate: Being an advocate for the patient means having the data at our fingertips for both medical & legal partners Excel Reports: Created Excel Tools for ongoing tracking from multiple resources that can be safely shared Evidence Based Practice: Created, trialed, and shared-- A SUCCESS! Emailed out to 101 people, distributed to all CACs in health centers across TN (99 CACs in 26 health centers)

Referral Process: Developed intake documents: See attachments 1, 2 & 3 Transmission of intake documents: Via email (secure server) or fax (secure line) HIPAA: Per terms of the Business Associate Agreement (BAA), we comply with HIPAA regulations. All referrals from ETSU come with Health Care & Finance Administration (state agency) developed Authorized Representative form.

Case Management 1. Initial contact: TJC contacts client (written letter & request for more information) 2. Data entry: TJC receives communication from client. Input into TJC database 3. Intake: TJC makes intake phone call, if necessary 4. Screen: TJC screens client for all insurance affordability programs (i.e. Medicaid, CHIP, subsidized qualified health plan) 5. Enroll: TJC helps enroll in insurance affordability program, if no application has been done (NOTE: CAC usually does in-person applications.)

Case Management Continued 6. Case manage: TJC funnels clients into 3 main buckets: 1. Medicaid delay (Wilson vs. Gordon), 2. CHIP issues, & 3. QHP enrollment/appeal 7. Monitor: TJC monitors for due-process issues & represents clients in hearings, when necessary 8. Report: TJC closes case and sends closing case report to ETSU of outcomes 9. Celebrate shared victories!

Data: July 2015 to February 2016 From July through October, 60% uninsured children patients From November through March, 38% uninsured children patients Children enrolled in Medicaid: 188 Parents enrolled in Medicaid: 56 For each uninsured patient that is enrolled in Medicaid, the clinic stands to receive a 463% increase in revenue generation per visit

Impact for Patients Enrollment of children in Medicaid provides access to: Preventive health care-annual wellness visit Episodic illness visits Vaccinations Specialty care and services if indicated Decrease in family stress Decrease in family financial strain Increase in opportunity to identify other social determinants of health deficits

Using Data to Advocate Through creation & use of CHIP Excel report, we saw systemic impact in the following areas: CHIP HIPAA policy State agency public sharing of Spanish Authorized Representative Organization form CHIP fast track enrollment process

CHIP Excel Report

Spotlight Cases Medicaid Enrollment Student Health: YOU RE CHANGING AND SAVING LIVES IN HERE! MLP works both ways

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