Working Together to Ready Case Managers for Care Coordination: Promoting Best Practices in Recovery Based Service Delive

1. Working Together to Ready Case Managers for Care Coordination: Promoting Best Practices in Recovery Based Service Delivery NYATEP Fall 2012 Conference October, 2012 Dr. Edye Schwartz, DSW, LCSW-R Director of Systems Transformation edyeschwartz@nyaprs.org Len Statham Employment and Economic Self Sufficiency Specialist lens@nyaprs.org New York Association of Psychiatric Rehabilitation Services, Inc.

2. New York Association of Psychiatric Rehabilitation Services, Inc. New York Association of Psychiatric Rehabilitation Services (NYAPRS) A statewide coalition of people who use and/or provide community mental health recovery services and peer supports that is dedicated to improving services, social conditions and policies for people with psychiatric disabilitiesby promoting their recovery, rehabilitation, rights and community integration and inclusion. www.nyaprs.org

3. New York Association of Psychiatric Rehabilitation Services, Inc. NYAPRS Members Services and Technical Assistance • Grassroots Advocacy, E News Regional Forums, Annual Conference, Exec Seminar PROS Academy • Service Transformation: incorporating recovery, rehabilitation and wellness; MH provider training & TA • Community and Economic Development: incorporating employment and asset development, Employment Networks TA • Peer Services: incorporating peer outreach, engagement, bridging and wellness coaching TA • Cultural Competence Coming Soon: New Website, Management TA

4. New York Association of Psychiatric Rehabilitation Services, Inc. Learning Objectives • Learn how 6 organizations partner to increase knowledge and capacity of 900 case managers preparing for Health Home implementation. • Learn how this partnership assures that we offer the most up to date relevant information • Learn how we hope to expand this initiative as Health Homes continue to roll out

5. New York Association of Psychiatric Rehabilitation Services, Inc. Change in the workplace has always occurred!

6. New York Association of Psychiatric Rehabilitation Services, Inc. Recent historical changes in the Workforce • Industrial Revolution • WWII • Tech boom • What’s next?

7. New York Association of Psychiatric Rehabilitation Services, Inc. Maintaining viability in the workplace • The United States is being severely challenged by the economic forces sweeping the globe. To compete, it is imperative that companies operating in today’s marketplace maintain a knowledge-based workforce committed to continual learning and skills development. - HR Policy Association

8. New York Association of Psychiatric Rehabilitation Services, Inc. Workforce Development Means: • Changing roles for workers. • Opportunities for workers. • Investment in workers. • Inclusion of people with disabilities. • New skills for workers. • New rules and regulations for workers. • New ways to manage workers. • New technologies for workers. • A changing demographic workforce.

9. New York Association of Psychiatric Rehabilitation Services, Inc. There is no way to avoid change!

10. New York Association of Psychiatric Rehabilitation Services, Inc. Why? • Our healthcare system is rapidly changing as Health Homes and Managed Care become reality. • Optimize possibilities by forming a partnership to implement a workforce retraining initiative. • Case Manager’s job expectations have changed. • Assure that case managers learn the competencies they need to meet the demands of change by utilizing web based and face to face classes. • Assure that existing case managers gain the tools needed to provide care coordination within our new Health Home environment.

11. New York Association of Psychiatric Rehabilitation Services, Inc. Unprecedented Pace of Change • October 2011: Managed care plans took over the Medicaid pharmacy benefit • January 2012: Regional Behavioral Health Organizations began efforts to improve hospital discharge and community services follow up plans for hospitalized ‘high needs’ individuals • January-June 2012: Medicaid beneficiaries are being assigned to new coordinated Health Home networks • 2013-4: Medicaid mental health, substance use and medical services are put into some form of fully capitated managed care system.

12. New York Association of Psychiatric Rehabilitation Services, Inc. Unprecedented Pace of Change • Commissioner Hogan: “there may no longer be a need for a public system to handle mental health in the long run.” • Balancing anxiety and uncertainty with excitement about the prospects for overdue change • Recognition that the status quo is undesirable and indefensible

13. New York Association of Psychiatric Rehabilitation Services, Inc. New York State Care Management Training Initiative (NYSCMTI) • NYSCMTI is contributing to the successful transformation of the health/behavioral health care delivery system. • NYSCMTI prepares OMH case managers and OASAS MATS staff to deliver quality, integrated care coordination services to Health Home members. • NYSCMTI has designed a dynamic package of face-to-face and web-based training opportunities to help staff succeed in their new roles as Health Home Care Coordinators.

14. New York Association of Psychiatric Rehabilitation Services, Inc. NYS Care Management Training Initiative • Training Award from NYS Health Workforce Retraining Initiative to 2 lead agencies, NYAPRS and MHA Nassau • 900 Slots for Adult ICM/SCM/MATS Case Managers • 700 Upstate NY, 200 Long Island

15. New York Association of Psychiatric Rehabilitation Services, Inc. The Partners • New York Association of Psychiatric Rehabilitation Services, Inc. (NYAPRS) • New York State Council for Community Behavioral Healthcare (NYSCCBH) • Mental Health Association of Nassau • Clubhouse of Suffolk • New York Care Coordination Program (NYCCP) • JEMS and Tech Leaders Consulting (TLC)

16. New York Association of Psychiatric Rehabilitation Services, Inc. Partner Roles • NYAPRS and MHA Nassau • Lead Project Directors • NYSCCBH and Clubhouse of Suffolk: • Outreach and Student Counseling and Tracking/ Co Project Directors • NYCCP: • Training –develop, coordinate and deliver • JEMS Consulting and Tech Leaders Inc • Project Development and Coordination, Grant Management and Pre and Post Assessment

17. New York Association of Psychiatric Rehabilitation Services, Inc. Partner Coordination • Co-leadership in Project Direction • NYAPRS and NYSCCBH • MHA Nassau and Clubhouse of Suffolk • But one designated person in charge • Weekly meetings • Reports • Invoices/Audit back up • Panel of Experts

18. New York Association of Psychiatric Rehabilitation Services, Inc. The Training Package • The Trainer: New York Care Coordination Program (NYCCP), a nationally recognized leader in the delivery of evidence-based training and technical assistance services develops, coordinates and delivers all trainings. • Over a two year period we will provide nine 90 minute webinars to introduce new skills and enhance existing competencies staff need to succeed in their new roles. • Two (2) day-long face-to-face trainings will be held across New York where participants can acquire new information and practice newly learned skills. • Full access to aNYSCMTI website stocked with articles, videos and learning tools enabling trainees to engage in self-directed learning between scheduled trainings

19. New York Association of Psychiatric Rehabilitation Services, Inc. Trainee Requirements • Full Trainee: Completes a pre-assessment survey online, views “live” webinars, and participates in face-to-face workshops. Commitment to the entire training series is required- attendance is tracked - this is how continued funding is assured. • Alternate Trainee: Completes a pre-assessment survey online and can view recorded webinars. Is an “alternate” for face-to-face workshops. • Both full and alternate participants receive user ID & password in order to attend trainings.

20. New York Association of Psychiatric Rehabilitation Services, Inc. Project Time Line • April, 2012 • May, 2012 • May 16, 2012 • June - Sept, 2012 • Sept-Dec, 2012 • Jan-April, 2013 • April-June, 2013 • June, 2013 • Development of the Training Website • Registration and pre-assessment • “Kick off” webinar for supervisors • 5 webinars • Face to face training day #1 • 4 webinars • Face to face training #2 • Post assessment

21. New York Association of Psychiatric Rehabilitation Services, Inc. Key Training Components • Working within Health Homes • Roles and responsibilities of health home care managers • Understanding health homes and member needs • Critical elements and processes that support change/transformation • Using Best Practices to improve outcomes • Using HIT to improve outcomes • Interacting with MCOs and other systems of care

22. New York Association of Psychiatric Rehabilitation Services, Inc. Key Training Components • Recovery-Oriented, Culturally Competent, Person-Centered Practice • Seeking to understand individual needs • Outreach, engagement and development of partnerships • Developing integrated and coordinated care plans that reflect the individual’sstrengths, interests, preferences and priorities • Linkages to formal and informal supports • Supporting individual choice

23. New York Association of Psychiatric Rehabilitation Services, Inc. Key Training Components • Comprehensive and Integrated Care • Addressing key behavioral and physical health issues • Understanding health disparities • Facilitating health behavior change • Promoting health • Navigating systems of care

24. New York Association of Psychiatric Rehabilitation Services, Inc. Case Managers vs. HH Care Managers Similarities Differences • Population is individuals with high needs • Community based outreach and engagement required • Skills needed for assessment, planning, linking & monitoring • Services to be provided in the community • Eligibility determined by DOH • Limited referral information for outreach and engagement • Caseload changes • Change in services reimbursed (telephonic ?) • Additional knowledge and skills needed to facilitate service integration • Heightened focus on coordinated care • Greater emphasis on outcomes

25. New York Association of Psychiatric Rehabilitation Services, Inc. Implications for Case Managers • Need to maximize our ability to collaborate effectively and efficiently • It’s difficult to collaborate if one does not feel confident and motivated • Confidence and motivation building starts with expanding knowledge and skills • Finding your own voice • Understanding your new role • Connecting with others

26. New York Association of Psychiatric Rehabilitation Services, Inc. QUESTIONS • Edye Schwartz edyeschwartz@nyaprs.org • Len Statham lens@nyaprs.org