Care Transition Toolkit for Persons with Mental Health & Co-Occurring Conditions

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November 30, 2015 Care Transition Toolkit for Persons with Mental Health & Co-Occurring Conditions What It Is and How You Can Use It

Care Transition Toolkit for Persons with Mental Health & Co-Occurring Conditions This webinar is supported through the Medicare-Medicaid Coordination Office (MMCO) in the Centers for Medicare & Medicaid Services (CMS) to ensure beneficiaries enrolled in Medicare and Medicaid have access to seamless, high-quality health care that includes the full range of covered services in both programs. To support providers in their efforts to deliver more integrated, coordinated care to Medicare-Medicaid enrollees, MMCO is developing technical assistance and actionable tools based on successful innovations and care models, such as this webinar series. To learn more about current efforts and resources, visit Resources for Integrated Care () for more details. 2

Platform Overview Microphones are muted Need the slides? Go to Slides not advancing? Press F5 Need Closed Captioning? See the cc icon (bottom of screen) Have a Question? Click the Question & Answer icon (bottom of screen) Engage the Operator through the phone line Email RIC@lewin.com 3

Introductions Gretchen Nye Health Insurance Specialist, Medicare-Medicaid Coordination Office within the Centers for Medicare & Medicaid Services (CMS) Paolo Delvecchio, MSW Director, Center for Mental Health Services (CMHS) within the Substance Abuse Mental Health Services Administration (SAMHSA) Erika Robbins, MA Managing Consultant, The Lewin Group Betsy Dilla, BA Research Consultant, The Lewin Group Michael Hoge, Ph.D. Professor of Psychiatry, Yale University Meagan Alley, MPH Research Consultant, The Lewin Group 4

Webinar Outline/Agenda Background Context for the tool, why care transitions matter Introduce Toolkit Purpose, who can use it Terminology Location Sections of the Toolkit Question and Answer Session (Q&A) 5

Context and Background Gretchen Nye, CMS Paolo Delvecchio, SAMHSA 6

Medicare-Medicaid Coordination Office Capacity Building of Providers who Provide Care to Medicare- Medicaid Enrollees Resources for Integrated Care Website: https://www.resourcesforintegratedcare.com/ Acknowledgements of the developers and testers of the Care Transition Toolkit for Persons with Mental Health & Co- Occurring Conditions 7

Background The Toolkit targets individuals with mental health and cooccurring conditions receiving health care from different providers in different locations Critical time puts individuals at risk for disorganized care: Conflict in care plans Lack of follow-up care Errors with medication Possible duplication of services Higher overall care cost Support during this time can improve the transition experience and health outcomes Coleman, E. (2003). The Care Transitions Intervention: A Patient-Centered Approach to Facilitating Effective Transfers Between Sites of Geriatric Care. Home Health Services Quarterly. 2003;22(3):1-18. 8

Background Some goals for successful care transition: Communication among the individual, their care providers, and their supportive persons Clear plan for follow-up appointments Self-management of the individual s symptoms The Toolkit follows person-centered planning principles Places individuals at the center of the planning process Engages individuals in health care decision making Empowers individuals to ask questions 9

Purpose of the Toolkit Michael Hoge, Yale University 10

Purpose Offers a way to store information about treatments, medications, appointments, etc. Prompts individuals to assess what they know, what they have, and what they need Prompts discussions between the person receiving care, their care team, and supportive individuals Provides information and links about resources (e.g., advance directives) 11

Who Can Use the Toolkit? Terminology Location How Can I Use the Toolkit? Erika Robbins, The Lewin Group 12

Who Can Use the Toolkit? Individuals with mental health and co-occurring conditions who are moving from one care location to another Supportive individuals helping another person who is going through a care transition Care team members who work with individuals with mental health and co-occurring conditions 13

Terminology* What do we mean when we use certain key words? Care Transition Care Team Supportive Individuals Peer Support *The Toolkit includes a glossary with these and additional terms 14

Poll 1 Which option(s) describes your situation? Pick all that apply. I switch between care settings as part of my own health care I am a supportive individual for someone with mental health & cooccurring conditions who switches between care settings I am part of a care team for individuals with mental health & cooccurring conditions who transition between care settings I am a peer support for an individual with mental health & cooccurring conditions who transitions between care settings None of these apply to me 15

Location The Toolkit can be found on the Resources for Integrated Care website : https://resourcesforintegratedcare.com/care-transition-toolkit 16

How Can I Use the Toolkit? Print a Paper Copy Print out the different sections, fill them out, bring them to doctor s appointments, and keep them in a safe place. Save an Electronic Version Save the sections as PDF files to your personal computer, fill them out electronically. Information you enter is NOT stored on the Resources for Integrated Care website. Use All Sections Users (individuals and providers) are welcome to print or download all sections of the Toolkit and fill out each one. Mix-and-Match Users (individuals and providers) are encouraged to pick out the sections most useful to them. In this way the Toolkit can be tailored to unique individual and provider needs. 17

Sections of the Toolkit Betsy Dilla and Meagan Alley, The Lewin Group 18

Which Tools Do I Need? 19

Sections by Title 0. Introduction 1. Care Transition Guide 2. Personal Health Record 3. Track Appointments 4. Medication Records 5. Crisis Planning 6. Living in the Community 7. Appendix A: Peer Support 8. Appendix B: Information about Self-Advocacy 9. Additional Resources 20

Introduction 21

Section 1: Care Transition Guide 22

Section 1: Care Transition Guide 23

Section 2: Personal Health Record 24

Section 2: Personal Health Record 25

Section 3: Track Appointments 26

Section 3: Track Appointments 27

Section 4: Medication Records 28

Section 5: Crisis Planning 29

Section 6: Living in the Community 30

Section 6: Living in the Community 31

Appendix A: Peer Support 32

Appendix B: Information about Self-Advocacy 33

Additional Resources 34

Poll 2 Based on what you know of the Toolkit, which sections do you think you would use or recommend? Pick all that apply. Care Transition Guide Personal Health Record Track Appointments Medication Records Crisis Planning Living in the Community 35

QUESTIONS Website Email RIC@lewin.com Twitter @Integrated_Care 36

Survey Thank you for joining our webinar. Please take a moment and complete a brief survey on the quality of the webinar. 37