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Marti Knisley, Director of the Community Support Initiative
                              Kelly English, Senior Associate
                                      Gina Schaak, Associate
                     The Technical Assistance Collaborative

         National Alliance to End Homelessness Conference
                                               July 13, 2011

                                                                1
Presentation Overview
 9-10:30
    Introductions
    General overview of Medicaid, health care
     reform, and related policy issues
 10:30-10:45
    BREAK
 10:45 – Noon
    Advocacy opportunities and connecting
     with Medicaid
                                                 2
Tell us about you
 How many of you are current Medicaid providers?



 How many of you work for a state or federal agency?



 How many of you are primarily (or only) funded
 through grants or other non-insurance based funding
 streams?

                                                        3
Pop Quiz
1. Medicaid is a:
   a) Federal program        b) State program          c) Both

2. The Medicaid program began in:
 a) 1965          b) 1929                c) 1985       d) 1970

3. State participation in Medicaid is:
 a) Voluntary       b) Mandatory

4. ACA stands for:
a) Accountable Care Act      b) Affordable Care Act    c) America Cares Act

5. When can a state begin covering non-disabled single adults under their Medicaid
program?
 a) 2014           b) Now            c) 2012 d) Never unless the law changes


                                                                                 4
Pop Quiz
6. How many new people are estimated to be enrolled in Medicaid by 2014?
   a) 16-22 million b) 5-8 million c) 60-65 million d) 100-200 million

7. People receiving SSI are automatically eligible for Medicaid in every state.
     a) True               b) False

8. States will be required to cover single adults with incomes up to what percent
     of the Federal Poverty Level by 2014?
     a) 200%       b) 100%            c) 138%           d) 180%

9. The Medicaid program was signed into law by what President?
     a) Obama b) Kennedy         c) Carter        d) Johnson

10. What is the federal agency with oversight of the Medicaid program called?
     a) HCFA      b) SAMHSA         c) HRSA           d) CMS
                                                                                  5
Medicaid and Homelessness
 “Why should any housing or services provider consider
 affiliating with Medicaid? Because quite frankly, it’s
 our greatest chance to make the biggest difference for
 the most people to move the needle on all of
 homelessness.”

                  -- HUD Secretary Shaun Donovan at the National
                  Alliance to End Homelessness Annual Conference,
                  July 30, 2009




                                                                    6
Medicaid and Homelessness
 “Health reform generally, and Medicaid expansion in
 particular, is the secret weapon in the fight against
 homelessness.”

                  -- Jennifer Ho, Deputy Director at the US
                  Interagency Council on Homelessness




                                                              7
Medicaid and Homelessness
 “The Affordable Care Act…will further the Plan's goals
 by helping numerous families and individuals
 experiencing homelessness to get the health care they
 need.”

                   -- Opening Doors: Federal Strategic Plan to
                          Prevent and End Homelessness




                                                                 8
Why is Medicaid Important?
   It Can Help Homeless People be More Successful in Housing
      Meeting health and behavioral health needs allows many people to stabilize and move
        directly from homelessness into housing.

   It Can Help Prevent Homelessness
       Being enrolled in Medicaid can help people address a costly health crisis which can
         prevent a household from having financial troubles and being at risk of homelessness.

   It Can Help Redirect Housing Resources Back to Housing
       Agencies can shift the cost of providing Medicaid reimbursable supportive services from
         HUD to Medicaid.

   It Can Save Money
       Studies have documented that helping homeless people in the community is more cost-
         effective than providing services in expensive public settings – such as hospitals, jails,
         mental health facilities, and institutions.

   It Can Lead to Homeless Agencies Receiving Additional Housing Funds
       The Federal government has prioritized linking people who are homeless to Medicaid,
         including increased HUD resources to communities that demonstrate strong linkages.

   It Can Do Even More!
       Changes resulting from new health care reform make Medicaid even more effective at
         preventing and ending homelessness.
                                                                                                      9
Medicaid Can…
 Help homeless people be more successful in housing
    People who are homeless frequently report health problems and
     homelessness inhibits care
         Housing instability detracts from regular medical attention, access to treatment,
          and recuperation
         Inability to treat medical problems can aggravate these problems, making them
          both more dangerous and more costly
         If left untreated, these problems can be barriers to finding housing and
          maintaining it and can get worse over time

    Homeless providers have successfully used Medicaid to provide
     supports in permanent housing
         Maine uses Medicaid reimbursable services to help over 850 homeless S+C
          participants be stable in housing
            Medicaid covers mental health services, counseling, detox, transportation,
             case management, primary health, etc.
            Medicaid = entire required S+C match




                                                                                              10
Medicaid Can…
 Help prevent homelessness
   For persons without medical insurance, experiencing a
    major medical event could result in being forced to
    choose between paying for a place to live or medical care

   In 2007, 62% of personal bankruptcies were due to high
    medical debt

   Anecdotal results from HPRP interventions indicate
    that health care is one of the main causes of
    homelessness

                                                                11
Medicaid Can…
 Help redirect housing resources back to housing
   McKinney-Vento (M-V) grantees and sponsors can use
    Medicaid funding to cover the cost of some HUD-
    funded services. Using the reallocation option, M-V
    grantees can then reallocate funding from SHP services
    programs to new permanent supportive housing

   Example: Long Island Shelter (Boston) is qualified to
    bill Medicaid for health care, assessment, and clinical
    management for eligible homeless M-V participants

                                                              12
Medicaid Can…
 Save money
    In Boston, over a five year period, a cohort of 119 street
     dwellers accounted for 18,384 emergency room visits and 871
     medical hospitalizations
        Average annual health care cost for 119 CH individuals living on the
         street was $28,436, compared to $6,056 for individuals in the cohort
         who obtained housing
    In a NY study, following placement in PSH, homeless people
     experience fewer and shorter psychiatric hospitalizations, a
     35% decrease in the need for medical and mental health
     services and a 38% reduction in costly jail use
        PSH costs offset by savings in governmental spending on health
         services for this population


                                                                                13
Medicaid Can…
 Help Sustain Valuable Homeless Programs
    Especially if the grant requires sustainable strategies and requires
     linkages with mainstream funding sources from the start

    HUD/HHS/VA grant in Ohio with funding to provide permanent
      housing to 156 chronically homeless individuals
         HUD funded rental costs
         HHS paid for services, but HHS funding was designed to decrease over time of
          the grant

    To reduce dependence on HHS Service Grant funding, the grant was
      designed to have Medicaid cover services including:
         Assertive Community Treatment services
         Reimbursement for behavioral health services
         Reimbursement for partner agency service activities that are provided to program
          recipients but were not being billed to Medicaid


                                                                                             14
Medicaid and health reform 101 for providers of services for
people who are homeless




                                                               15
Policy Context
                         State budget cuts


                                                  Increased use of
       811 reform
                                                   managed care



   Federal funding
                                                       Olmstead
      changes



                                              Mental Health
           Health care                          Parity and
            reform                           Addictions Equity
                                                    Act
                                                                     16
Medicaid is…
   The government funded health insurance program for
    low-income Americans established in 1965 as part of
    President Johnson’s “War on Poverty”

   Jointly funded by the states and the federal government

   Administered by the states within broad federal
    guidelines

   Changing as a result of health care reform

                                                              17
Medicaid 101
 Federal government reimburses states for half or more of their
  Medicaid costs

 States have significant discretion about:
    Who is covered
    What services are covered

 Medicaid is an entitlement, but individuals must apply and be
  determined eligible
    Approximately 50 percent of homeless people presumed eligible for
     Medicaid were not receiving it

 Must also go through a re-determination process each year to
  continue to be enrolled
    Some states require that people go through the process more often then
     annually
                If you’ve seen one Medicaid program,
                 you’ve seen one Medicaid program.
                                                                          18
The Affordable Care Act…
 Expands Medicaid eligibility
 Reduces barriers to Medicaid enrollment
 Gives states more options for covering community-
  based long-term care services that can help people
  who are homeless obtain and sustain housing
 Improves access to mental health and substance use
  disorder services
 Authorizes funding for public health programs and
  mental health / physical health integration programs
  that will benefit people who are homeless

                                                         19
ACA Medicaid Eligibility Expansion
 Expands eligibility to single adults under 65 with incomes up to 138% of the
  Federal Poverty Level
    Most people who are homeless will be eligible for Medicaid
    Estimated that 16-22 million people will become eligible for Medicaid under the
     expansion

 Extends Medicaid to individuals under 26 who have aged-out of child welfare

 States must enact these changes by 2014 but…..
    States can enact these changes sooner

 States will receive a higher federal match to pay for the cost of this expansion
    Federal match will be 100% of the costs associated with the expansion for the
      first three years, with the percentage gradually decreasing to 90% by 2020



                                                                                     20
Uninsured Rates Among Nonelderly
                   by State, 2008-2009
                                                                                                                             NH
                                                                                                                      VT
                         WA                                                                                                       ME
                                            MT             ND
                                                                          MN                                                                  MA
                        OR                                                                                              NY
                                  ID                       SD                         WI
                                                                                                                                             RI
                                                                                                  MI
                                                 WY                                                                                     CT
                                                                                                                  PA
                                                                           IA                                                      NJ
                                                           NE                                          OH
                             NV                                                            IL    IN                                DE
                                       UT                                                                   WV         VA
                   CA                                 CO                                                                               MD
                                                                KS              MO                    KY
                                                                                                                       NC              DC
                                                                                                 TN
                                                                     OK                                          SC
                                  AZ                                             AR
                                                 NM
                                                                                                 AL         GA
                                                                                            MS
             AK                                             TX
                                                                                 LA
                                                                                                                  FL

                                       HI



                                                                                <14% Uninsured (13 states & DC)
                   National Average = 18.1%                                     14 to 18% Uninsured (20 states)
                                                                                >18% Uninsured (17 states)

SOURCE: Kaiser Commission on Medicaid and the Uninsured/Urban Institute analysis of 2009 and 2010 ASEC Supplements to the
                                                                                                                                                   21
CPS., two-year pooled data.
Current Federal Medicaid Eligibility
               •   Pregnant women
 Categorical   •
               •
                   Infants/Children
                   Aged, Blind, Disabled
  Criteria     •   Families with dependent children




  Financial    • Income levels
               • Assets and other income
   Criteria

                                                      22
New Eligibility Group Under ACA

                          •Single adults under 65
 Financial
                          •Incomes up to 138% of the
  Criteria                Federal Poverty Level

   Only
       Infants/Children
                    n
         dre
         chil
         nt
         nde
         epe
         ithd
         ilies
       • Fam
         ed
         sabl
         dDi
       • Age




   Single adults under 65 are eligible for Medicaid
              based on income alone
                                                       23
ACA and Benchmark Plans
 For the newly eligible “expansion population” states only
  have to offer a “benchmark” or equivalent plan

 Must cover FQHC services, rural health services, EPSDT
  services for youth under 21, prescription drugs and
  treatment for MH/SUD at parity.

 Note: Parity does not mean access to good MH & SUD
  benefits; it means that MH & SUD are treated similarly to
  physical health (PH) benefits

 Still important to advocate for a good benefit package

                                                              24
ACA and Benchmark Plans
 Certain individuals cannot be required to enroll in a benchmark
  plan including:
    Pregnant women
    Dually eligible
    Aged, blind, disabled
    Youth in foster care or those receiving adoption assistance
    Medically frail and special medical needs individuals--
     includes persons experiencing MI and children with SED
    Individuals eligible for TANF

        Helping people who are homeless pursue SSI as a pathway to Medicaid
         enrollment remains important under health reform!


                                                                               25
Presumptive eligibility
 As of 2014, Section 2202 of the ACA permits hospitals
  that are participating Medicaid providers to make
  presumptive eligibility determinations
 This will allow people who are homeless who are in
  need of treatment to go to a participating hospital, and
  become “temporarily” eligible for Medicaid
 Hospitals do not have participate
 States will need to make sure they have systems in
  place to allow hospitals to make these determinations

                                                          26
Implications for service providers
and advocates
 Eligibility does not equal enrollment
    Influence the state’s enrollment and outreach plan;
     support and monitor implementation

 More people with coverage; increased access to care
   Influence outreach materials and member information


 More people seeking treatment, can the service system
  keep up with demand?
   Learn about access requirements and monitor access
    issues
                                                           27
Policy Context
                       State budget cuts


                                                Increased use of
     811 reform
                                                 managed care




 Federal funding
                                                     Olmstead
    changes



                                            Mental Health
         Health care                          Parity and
          reform                           Addictions Equity
                                                  Act
                                                                   28
Why Talk about Health Reform and
Long Term Care?

   People in       Permanent              Chronically
  congregate        Housing                homeless
     care            Services               people



               People with disabilities

                                                        29
Why Talk about Health Reform and
Long Term Care?
 The current system discriminates against people with
  disabilities: there is very little truly affordable housing, and
  access to needed community services and support is very limited.
 The result is that people with disabilities have to make a choice
  between living in restricted congregate care (nursing home,
  board and care home, group home), or becoming homeless.
 Some default to homelessness because they refuse to give up
  their rights by moving into a restricted setting.
 Health/long term care reform is the only way to change this
  equation.

                                                                      30
Data
 Nationally, over 412,000 non-elderly people with disabilities
  reside in nursing homes
 About 125,000 non-elderly people with mental illness live in
  nursing facilities – an increase of 40% since 2002: these
  individuals are costing federal/state Medicaid programs over $6
  billion per year
 Medicaid pays over $100 billion annually for institutional care –
  nearly 75% of all Medicaid long term care expenditures for elders
  and people with disabilities is for institutional care
 In a recent analysis of state SSI data conducted by TAC, 12 states
  were paying an average of $33,000 per year to subsidize almost
  90,000 people with disabilities placed in board and care facilities



                                                                        31
Olmstead
 June 22, 2009 President Obama declares “The Year of
 Community Living”
   DOJ increases enforcement of Olmstead with
    investigations and/or lawsuits occurring in:
       Delaware (2010)
       New Hampshire (2011)
       Virginia (2011)
       New York (Disability Advocates, Inc. v. Paterson)
       Georgia (U.S. v. Georgia)



                                                            32
ACA: Long-Term Care Opportunities
 Changes to 1915(i) Home and Community-Based
    Services State Plan Option
   Health Homes for Individuals with Chronic
    Conditions
   Rebalancing Incentive Program
   Community First Choice Option
   Extends and increases funding for Money Follows the
    Person (MFP) demonstration
   Increased funding for Aging and Disability Resource
    Centers (ADRC)
                                                          33
Policy Context
                       State budget cuts


                                                Increased use of
     811 reform
                                                 managed care



 Federal funding
                                                     Olmstead
    changes



                                            Mental Health
         Health care                          Parity and
          reform                           Addictions Equity
                                                  Act
                                                                   34
State budgets in crisis
 States with the largest cuts by percentage of their overall state mental health
 general fund budget from 2009 to 2011.

           Alaska 35%
           South Carolina 23%
           Arizona 23%
           Washington, D.C. 19%
           Nevada 17%
           Kansas 16%
           California 16%
           Illinois 15%
           Mississippi 15%
           Hawaii 12.1%

     Source: NAMI (2011). State Mental Health Cuts: A National Crisis.

                                                                                   35
State Medicaid Financing




 Source: NAMI (2011). State Mental Health Cuts: A National Crisis.
                                                                     36
State Medicaid Financing

            Enrollment

               State
               budgets
                           37
Why do public purchasers choose
managed care?
  Cost-containment potential


  Cost savings


  To use tools to improving provider performance and quality of care


  Perform administrative/management functions


  To focus on service development


  Eligibility expansions

                                                                        38
Medicaid Managed Care and Traditional FFS Enrollment,
1999-2009         Enrollment (in millions)



                                                                            45.4         45.7        46.0         47.1
                                                  42.7         44.4
                                      40.1
                         36.6
31.9        33.7




Note: Numbers may not produce totals because of rounding. Unduplicated count. Includes managed care enrollees receiving
comprehensive and limited benefits.
SOURCE: 2009 Medicaid Managed Care Enrollment Report. CMS.                                                                39
Figure 40
      Medicaid Managed Care Penetration Rates
                  by State, 2008
                                                                                                                      NH
                                                                                                                 VT
                          WA                                                                                               ME
                                            MT          ND
                                                                                                                                      MA
                                                                       MN
                       OR                                                                                         NY
                                 ID                      SD                       WI
                                                                                             MI                                       RI
                                                                                                                                 CT
                                             WY
                                                                                                             PA
                                                                        IA                                                 NJ
                                                          NE                                       OH
                            NV                                                              IN                              DE
                                                                                       IL               WV
                                       UT                                    IL                              VA
                                                  CO                                                                            MD
                     CA                                       KS             MO                   KY
                                                                                                             NC
                                                                                                                                DC
                                                                                             TN
                                                                  OK                                        SC
                                                                             AR
                                      AZ         NM
                                                                                             AL        GA
                                                                                       MS
                                                             TX
                                                                             LA
               AK                                                                                            FL

                                       HI


                                                                                  0-50% (5 states)
                                                                                  51-70% (20 states including DC)
                    U.S. Average = 70%
                                                                                  71-80% (9 states)
                                                                                  81-100% (17 states)

Note: Unduplicated count. Includes managed care enrollees receiving comprehensive and limited benefits.
SOURCE: Medicaid Managed Care Enrollment as of December 31, 2008. Centers for Medicare and Medicaid
                                                                                                                                           40
Services.
Policy Context
                         State budget cuts


                                                  Increased use of
       811 reform
                                                   managed care



   Federal funding
                                                       Olmstead
      changes



                                              Mental Health
           Health care                          Parity and
            reform                           Addictions Equity
                                                    Act
                                                                     41
Connections with Medicaid


  Frank Melville                           Cooperative
    Supportive              Changes to    Agreements to
     Housing        CoC   SAMHSA block   Benefit Homeless
Investment Act of             grants        Individuals
       2010                                  (CABHI)




                                                        42
Frank Melville Supportive Housing
Investment Act of 2010
 Reforms HUD’s Section 811 Supportive Housing for Persons
  with Disabilities program
 Bipartisan legislation signed into law on January 4, 2011
 Modernizes and reforms the Section 811 program by:
    Emphasizing integrated housing models
    Creating incentives to link Section 811 rent/operating
     subsidy funding to other sources of affordable housing
     capital (tax credits, HOME funds, etc)
    Implementing new 811 option targeted to state housing
     agencies and state Medicaid agencies

                                                              43
Reformed Section 811 Program
1. Reforms existing 811 Capital/PRAC program
2. Shifts appropriations for 811 tenant based voucher
   program (14,000 vouchers) to the Section 8 appropriation
           Vouchers remain targeted to people with disabilities
3. Creates new Section 811 Project-Based Rental Assistance
     option to leverage integrated affordable housing units
     financed with mainstream housing funding (tax credits,
     HOME funds, etc.)
           Cross-disability approach focused on priority Medicaid populations


           Could fund 3,000 - 4,000 new units annually
                                                                             44
How Will New Section 811
PRA Option Work?
 State HFA must enter into an agreement with the State
  Medicaid/Health and Human Services agency which:
    Identifies the target populations to be served by the
     project
    Sets forth methods for outreach and referral
    Makes available appropriate supportive services for
     tenants of the project
 Within 3 years of enactment, HUD must report to
  Congress on the effectiveness of this new approach


                                                             45
Federal Policy and Funding
 Since 2002, HUD measures homeless providers ability
 to link homeless participants to Medicaid and other
 mainstream resources
   Required component of a CoC’s McKinney-Vento NOFA
   Impacts CoC’s score, which can impact the amount of
    M-V funding a CoC receives




                                                          46
Federal Policy and Funding
Cooperative Agreements to Benefit Homeless Individuals (CABHI)

 SAMHSA requires funded grantees to provide proof they are qualified
  to receive Medicaid reimbursements and they have a reimbursement
  system that has been in place for a minimum of one year prior to the
  date of application or have established links to other behavioral health
  or primary care organizations with existing reimbursement systems for
  services covered under the state Medicaid plan

 These efforts will both support the long-term sustainability of
  permanent housing programs in the community and will help
  communities prepare for Medicaid coverage expansion to all low-
  income adults up to 133% of the Federal Poverty Level in 2014.



                                                                             47
SAPTBG and MHSBG Changes
 SAMHSA Block grant funds will be directed toward four
  purposes:
1. To fund priority treatment and support services for
   individuals without insurance or for whom coverage is
   terminated for short periods of time
2. To fund those priority treatment and support
   services not covered by Medicaid, Medicare or
   private insurance or for whom coverage is
   terminated for short periods of time
3. To fund primary prevention
4. To collect performance and outcome data to determine
   the ongoing effectiveness of behavioral health
   promotion, treatment, and recovery support services

                                                           48
Implications for service providers
 Cannot rely on grant or philanthropic funding alone
    Diversification of funding streams is necessary to
     survival

 Becoming Medicaid and managed care “competent” is
 no longer an option

 Developing formal relationships with FQHCs and
 other Medicaid providers is critical

                                                          49
15 minutes




             50
Tips and tools for advocates




                               51
Leveraging and Influencing Medicaid
             •   Benefit design

  Macro      •
             •
                 Access / enrollment
                 Delivery system
             •   Provider qualifications


             • Provide services

  Micro      • Facilitate enrollment




                                           52
Taking Action
 Get to know your “Single State Medicaid Agency”
 Encourage the development of cross-disability
  coalitions between housing and human services
  providers—strength in numbers
 Identify policy priorities at local, state and federal
  levels that align with goals of PSH (e.g. Olmstead,
  reducing health care disparities)
 Encourage cross-system partnerships at state and
  federal levels

                                                           53
Engaging policy leaders
 Know your “ask”– have only 2-3 items for discussion
 Have data and personal stories
 Prepare for all sides of the issue
 Power of coalition—who else shares your perspective?
 What if the answer is “no”
 Ask how you can help make “the ask” a reality
 Identify next steps, including whom on their staff you can
  work with



                                                           54
Taking Action on ACA
 Eligibility –
    Inform the development and implementation of the
     outreach, notification, and enrollment activities to best meet
     the needs of individuals who are homeless or at risk of
     homelessness.
    More people seeking treatment, can the service system keep
     up with demand?
        Learn about access requirements and monitor access issues


 Benefit design
    Benchmark versus standard benefit
    Inclusion of HCBS benefits under the State’s Medicaid plan

                                                                      55
Taking Action on ACA
 Respond to requests for public comment on proposed
  regulations
 Take advantage of ACA provisions designed to:
   Support public health activities
   Promote integration of physical and behavioral
    health care
   Strengthen and expand the available health care
    workforce



                                                       56
Leveraging and Influencing
Medicaid
             •   Benefit design

  Macro      •
             •
                 Access / enrollment
                 Delivery system
             •   Provider qualifications


             • Provide services

  Micro      • Facilitate enrollment




                                           57
Connecting with Medicaid
            • Become a Medicaid
 Option 1     provider


 Option 2   • Subcontract


 Option 3   • Make connections

                                  58
Option 1: Become a Medicaid Provider
          • Get to know the single state Medicaid agency
 Step 1


          • Learn about what services are covered and who is eligible to
 Step 2     provide those services


          • Take an inventory of the services your organization offers and if
 Step 3     your organization meets the provider qualifications


          • Learn about the necessary provider infrastructure
 Step 4


          • Gathering materials to apply
Step 5

                                                                                59
Step 1
Get to know the Medicaid agency




                                  60
Get to know the Medicaid agency
 Leadership
 Eligibility
 Provider enrollment process and system
 Delivery system
   Traditional fee-for-service
   Managed care
   Long-term care services
        Home and community-based services waivers – 1915(c)


                                                               61
Structure of Behavioral Health Benefit
in Managed Care
   Integrated         Subcontracted              Separate
• One plan manages    • One plan is         • Different entities
  both physical and     responsible for       are responsible for
  behavioral health     both physical and     physical health
  benefits              behavioral health     and behavioral
                        benefits but          health benefits;
                        subcontracts          with variation in
                        management of         contractual
                        behavioral health     obligations to
                        to another entity     coordinate
                                              care/work
                                              together


                                                                    62
What do you know about your
Medicaid agency?




                              63
Step 2
Learn about what services
are covered and who is
eligible to provide those
services

                            64
Medicaid “State Plan” Services
  Mandatory                                     Optional
     Inpatient/outpatient hospital              Diagnostic services
     Prenatal care                              Clinic services
     Vaccines for children                      Intermediate care facilities for the
                                                    mentally retarded (ICF-MR)
     Physician services
                                                   Prescription drugs and prosthetic
     Nursing facility for persons aged 21 or       devices
      older
                                                   Optometrist services and eyeglasses
     Family planning services and supplies
                                                   Nursing facility services for children
     Rural health clinic                           under 21
     Home health care for persons eligible        Transportation services
      for skilled-nursing services
                                                   Targeted case management
     Laboratory and x-ray services
                                                   Rehabilitation and physical therapy
     Pediatric and family nurse practitioner       services
      services
                                                   Home and community-based services
     Nurse-midwife services                        for individuals with chronic
     FQHC services                                 conditions
     Early and periodic screening,                Hospice care
      diagnostic, and treatment (EPSDT)            Dental care
      services for children under 21

All Medicaid services are subject to medical necessity standards that are developed by
                           the states under federal guidelines.                    65
Home and Community-Based Waiver
Services: State Example -- CT
          Acquired Brain Injury Waiver
  Case management               Substance abuse program
  Homemaker services            Transitional living
  Personal care                 Vehicle modifications
  Prevocational counseling      Chore services
  Supported employment          Environmental
  Respite                        accessibility adaptations
  Community living support      Transportation
  Home delivered meals          Personal Emergency
  Independent living skill       Response System
   training                      Live-in caregiver
  Cognitive behavioral          Specialized medical
   programs                       equipment

                                                              66
Medicaid Services

              Qualified

Individual   Provider   Practitioner   Service




                                                 67
Medicaid Services
 For each service you need to learn about:
    Who is eligible for the service?
       Medical necessary criteria
   What are the necessary provider qualifications?
       Provider type(s)
       Practitioner qualifications
   Where can the service be performed?
   How must the service be performed?
   What is the current rate for the service and in what
    increments is the service billed?

                                                           68
How do I learn what is covered?
 State Medicaid plan and amendments
 State Medicaid provider manuals
 Managed care company provider manuals
 Member handbooks
 Websites for Medicaid agency and State Mental Health
  and Substance Use authorities
 Calls/meetings with Medicaid or managed care staff
 Talking with established Medicaid providers
 Interviews with advocacy organizations (e.g. NAMI) or
  trade organizations

                                                      69
What are the types of services and
supports you think are necessary to
help people attain and sustain
housing?



                                  70
Step 3
Take an inventory of the
services your organization
offers and if your
organization meets the
provider qualifications

                             71
Inventory and Crosswalk
 What services does your organization provide?
   What are the activities or major components of each
    service?
   Who are the staff persons that perform these services?
        Credentials – degrees, years of experience in field, “lived
         experience”
   Who provides supervision for the staff?
   Who do you provide these services for (by Medicaid
    eligibility requirements/ types in your state)


                                                                       72
Inventory and Crosswalk
 Identify the administrative tasks your agency is
 required to perform, how are you organized and who
 performs those tasks

 Crosswalk and identify gaps or differences between
 your organization’s service(s), what the state and/or
 managed care is purchasing and best practice
 requirements for permanent supportive housing or
 other services you are providing for persons who are
 homeless

                                                         73
New Mexico: Community Support
Services
 Service Definition: The purpose of Community Support Services is to
  surround individuals/families with the services and resources
  necessary to promote recovery, rehabilitation and resiliency.
  Community support activities address goals specifically in the
  following areas: independent living; learning; working; socializing and
  recreation. Community Support Services consist of a variety of
  interventions, primarily face-to-face and in community locations, that
  address barriers that impede the development of skills necessary for
  independent functioning in the community.

 Community Support Services also include assistance with identifying
  and coordinating services and supports identified in an individual’s
  service plan; supporting an individual and family in crisis situations;
  and providing individual interventions to develop or enhance an
  individual’s ability to make informed and independent choices.

                                                                            74
New Mexico: Community Support
Services
Target Population: Individuals having problems accessing
  services and/or receiving multiple services from a single or
  multiple providers and/or systems and:
    Individuals needing support in functional living or
    Individuals transitioning from institutional or highly
       restrictive settings to community-based settings or
      Children at risk of/or experiencing Serious
       Emotional/Neurobiological/Behavioral Disorders or
      Adults with severe mental illness (SMI) or
      Individuals with Chronic Substance Abuse or
      Individuals with co-occurring disorder (mental
       illness/substance abuse) and/or dually diagnosed with a
       primary diagnosis of mental illness

                                                                 75
Crosswalk Steps
1.   Select Services across the array of services in your State’s Medicaid
     Plan that when combined will best meet the needs of your target
     population and/ or service you believe you are qualified or best able
     to provide
2.   Fill in top box and far left hand boxes with descriptions from the
     State Plan
3.   Compare the state Plan with best practice SH interventions and
     needed administrative support
4.   The comparison will lead you to your “fit” and to “gaps”
5.   Use these “fits” and “gaps” to inform your agency’s (or group you are
     advocating for) plans to increase the use of Medicaid
6.   Add action step for each fit or gap with focus on: education, skill
     building and knowledge acquisition, capacity building, adding staff
     with required credentials, changing business model, etc.
                                                                             76
Crosswalk Exercise




                     77
Crosswalk Example
Services Requirements                    Services Match to SH Interventions                                Gaps/ Changes Needed
1. Targeted Case Management: Case Managers are responsible for assisting individuals in making full use of natural community supports. In
addition to all available mental health services which will enable the individual to live in stable healthy and safe life in the community of their
choice. This will be accomplished by assessing the individual’s needs, developing a personal goal plan with the individual, linking the individual
to agreed upon services and ongoing monitoring of these services and supports.
1. Assuring 24-access to case Targeted Case Management Services are tailored to                      Direct treatment Services are not included and
management services               accommodate the specific tasks associated with engagement, cannot be billed as case management services ,
2. Continuous assessment of support and linking to community resources to assure an                  some direct activities are billable where
the individual’s needs            individuals’ success in supported housing.                         community resources to achieve this task are
3. Assisting the individual                                                                          not available( XXX Reg.)
with the development of           Specific Supportive Housing Interventions ( three [3) thru six
personal goals.                   [6)] fall within the scope of TCM when supporting the
4. Linking the individual to his targeted populations ( those with serious mental illness);
or her services                   discussion related to stand alone activities for tenancy and
                                  housing choice need further discussion.
5. Monitoring those supports
and services for
appropriateness and
effectiveness

6. Advocacy at all levels on
behalf of individuals


                                                                                                                                                  78
Step 4
Learn about the necessary
provider infrastructure



                            79
Infrastructure Requirements
 Record-keeping and service documentation
 Staffing and supervision requirements (e.g. Medical
  Director)
 Hours/after hours availability
 Building / location
 Licensure and/or certification
 Billing and/or certification requirements
 Insurance verification and monitoring
 Quality management and monitoring

                                                        80
Infrastructure Requirements
 There are also flow through and other requirements
 each agency must be prepared to meet:

   Accept referrals and assign tasks —see services pathway
    diagram
   Be available to landlords and property managers
   Assure staff have both housing and services
    competencies and knowledge
   Negotiate care with other service providers and
    managed care organization(s)

                                                              81
Infrastructure Tips
 Crosswalk documentation and reporting requirements
  between what is required as a Medicaid provider and what
  is required as a housing organization

 Remember: “watchful oversight” and coverage not
  allowable Medicaid costs

 Monitor for staff’s ability to do “with” not “for” people

 Do a time study to determine looking at service “unit of
  time” level data if your staff can meet Medicaid business
  productivity requirements


                                                              82
Step 5
Gathering materials to apply




                               83
Gathering materials to apply
 Obtain copies of any necessary licensing applications
 or provider enrollment packets
   Remember the provider requirements for many services
    require that your organization be certified by another
    entity before you can apply to be a Medicaid provider
   Medicaid managed care entities have a separate provider
    enrollment and credentialing process




                                                           84
New York’s Medicaid Provider Application
Process for Substance Use Providers

The NY state Medicaid agency, the
Department of Health (DoH), requires
that SUD programs be certified by the
Office of Alcoholism and Substance
Abuse Services and in possession of an
OASAS operating certificate before the
program may apply for enrollment in the
Medicaid program.
                                           85
New York’s Medicaid Provider Application
   Process for Substance Use Providers
                                      Step 2: OASAS sends the provider
                                      an approval letter, an OASAS
                                                                             Step 3: Providers complete the
                                      operating certificate, a Medicaid
                                                                                   Medicaid provider
Step 1: Apply for OASAS               provider application package and
                                                                            enrollment/application package
certification                         Medicaid rate info for the service.
                                                                             and submit it to the Computer
                                      OASAS also sends a copy of the
                                                                              Sciences Corporation (CSC).
                                      OASAS operating certificate to the
                                      DoH.




  Step 4: DoH and CSC review the
   Medicaid provider enrollment
                                        Step 5: Providers complete the
 package. Upon approval, the DoH
                                         application for the National
   supplies the provider with the
                                        Provider Identification (NPI)
appropriate Medicaid billing codes,
                                                   number.
 corresponding payment amounts
         and effective date.




                                                                                                        86
Connecting with Medicaid
            • Become a Medicaid
 Option 1     provider


 Option 2   • Subcontract


 Option 3   • Make connections

                                  87
Option 2: Subcontracting
 Step 1
          • Get to know the single state Medicaid agency

          • Learn about what services are covered
 Step 2    • Make sure that the service(s) don’t have restrictions on subs


 Step 3
          • Take an inventory of the services your organization offers


 Step 4
          • Learn about the necessary infrastructure

          • Research established Medicaid providers and approach them with
Step 5      plan

          • Negotiate and develop subcontract
 Step 6
           • Understand issues of liability and accountability
           • Audit / compliance issues

                                                                             88
Connecting with Medicaid
            • Become a Medicaid
 Option 1     provider


 Option 2   • Subcontract


 Option 3   • Make connections

                                  89
ACA Medicaid Eligibility Expansion…
 Expanded eligibility does not
 translate into enrollment

 Housing and homeless advocates can
 play and major role in facilitating the
 enrollment and re-enrollment
 processes
                                           90
Homeless People & Medicaid -
Penetration
 Many participants in homeless programs in the nation
  were not receiving Medicaid
   Some not eligible
 As many as 50% of homeless people presumed eligible
  for Medicaid were not receiving it
 Many homeless people have conditions that would
  qualify as a disability for Medicaid, but think they are
  not eligible
 Significant barriers to the application and enrollment
  process for homeless people – ACA makes
  improvements to this
                                                             91
Make connections
 Dedicate staff or other resources to facilitating
  enrollment in Medicaid
   Some states have grants or free training and technical
    assistance for community groups interested in helping
    enroll people in Medicaid
   Start a SOAR initiative at your organization
 Learn who are the Medicaid providers in your locality
  and develop relationships with these providers to help
  facilitate referrals for services
   Keep in mind “free choice of provider”

                                                             92
Q&A




      93
For More Information
   How Health Care Reform Strengthens Medicaid’s Role in Ending and Preventing
    Homelessness: Medicaid Eligibility Expansion
    http://www.tacinc.org/downloads/Medicaid%20Expansion%20homeless%20final.
    pdf

 Assessment of Continuum of Care Progress in Assisting Homeless People to Access
  Mainstream Resources (HUD)
  http://www.tacinc.org/downloads/Pubs/Report%20I.pdf

 Replicable Best Practices for Accessing Mainstream Resources: A Guide for
  Continuums of Care (HUD)
  http://www.tacinc.org/downloads/Pubs/Report%20II.pdf

 Strategies for Improving Homeless People's Access to Mainstream Benefits and
  Services (HUD)
  http://www.huduser.org/publications/pdf/StrategiesAccessBenefitsServices.pdf


                                                                              94
For More Information
 Connecting with Medicaid: Strategies and options for providers of services to
  people who are homeless
  http://www.tacinc.org/downloads/Connecting%20with%20Medicaid%20final
  .pdf

 Leveraging Medicaid: A Guide to Using Medicaid Financing in Supportive
  Housing http://www.tacinc.org/downloads/Pubs/Medicaid-Final-July10.pdf

 A Primer on How to Use Medicaid to Assist Persons Who are Homeless to
  Access Medical, Behavioral Health and Support Services
  https://www.cms.gov/CommunityServices/downloads/Homeless_Primer.pd
  f

 Medicaid: A Primer 2010
  http://www.kff.org/medicaid/upload/7334-04.pdf

 The Role of Medicaid in Improving Access to Care for Homeless People
  http://www.urban.org/publications/410595.html
                                                                              95
Contact Information
Marti Knisley, MA
Director of the Community Support Initiative
Technical Assistance Collaborative
mknisley@tacinc.org

Kelly English, MSW, Ph.D.
Senior Associate, Technical Assistance Collaborative
kenglish@tacinc.org

31 St. James Avenue, Suite 710, Boston, MA 02116
www.tacinc.org
                                                       96

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Pre-Conference: Medicaid Tools and Information for the Fight Against Homelessness

  • 1. Marti Knisley, Director of the Community Support Initiative Kelly English, Senior Associate Gina Schaak, Associate The Technical Assistance Collaborative National Alliance to End Homelessness Conference July 13, 2011 1
  • 2. Presentation Overview  9-10:30  Introductions  General overview of Medicaid, health care reform, and related policy issues  10:30-10:45  BREAK  10:45 – Noon  Advocacy opportunities and connecting with Medicaid 2
  • 3. Tell us about you  How many of you are current Medicaid providers?  How many of you work for a state or federal agency?  How many of you are primarily (or only) funded through grants or other non-insurance based funding streams? 3
  • 4. Pop Quiz 1. Medicaid is a: a) Federal program b) State program c) Both 2. The Medicaid program began in: a) 1965 b) 1929 c) 1985 d) 1970 3. State participation in Medicaid is: a) Voluntary b) Mandatory 4. ACA stands for: a) Accountable Care Act b) Affordable Care Act c) America Cares Act 5. When can a state begin covering non-disabled single adults under their Medicaid program? a) 2014 b) Now c) 2012 d) Never unless the law changes 4
  • 5. Pop Quiz 6. How many new people are estimated to be enrolled in Medicaid by 2014? a) 16-22 million b) 5-8 million c) 60-65 million d) 100-200 million 7. People receiving SSI are automatically eligible for Medicaid in every state. a) True b) False 8. States will be required to cover single adults with incomes up to what percent of the Federal Poverty Level by 2014? a) 200% b) 100% c) 138% d) 180% 9. The Medicaid program was signed into law by what President? a) Obama b) Kennedy c) Carter d) Johnson 10. What is the federal agency with oversight of the Medicaid program called? a) HCFA b) SAMHSA c) HRSA d) CMS 5
  • 6. Medicaid and Homelessness “Why should any housing or services provider consider affiliating with Medicaid? Because quite frankly, it’s our greatest chance to make the biggest difference for the most people to move the needle on all of homelessness.” -- HUD Secretary Shaun Donovan at the National Alliance to End Homelessness Annual Conference, July 30, 2009 6
  • 7. Medicaid and Homelessness “Health reform generally, and Medicaid expansion in particular, is the secret weapon in the fight against homelessness.” -- Jennifer Ho, Deputy Director at the US Interagency Council on Homelessness 7
  • 8. Medicaid and Homelessness “The Affordable Care Act…will further the Plan's goals by helping numerous families and individuals experiencing homelessness to get the health care they need.” -- Opening Doors: Federal Strategic Plan to Prevent and End Homelessness 8
  • 9. Why is Medicaid Important?  It Can Help Homeless People be More Successful in Housing  Meeting health and behavioral health needs allows many people to stabilize and move directly from homelessness into housing.  It Can Help Prevent Homelessness  Being enrolled in Medicaid can help people address a costly health crisis which can prevent a household from having financial troubles and being at risk of homelessness.  It Can Help Redirect Housing Resources Back to Housing  Agencies can shift the cost of providing Medicaid reimbursable supportive services from HUD to Medicaid.  It Can Save Money  Studies have documented that helping homeless people in the community is more cost- effective than providing services in expensive public settings – such as hospitals, jails, mental health facilities, and institutions.  It Can Lead to Homeless Agencies Receiving Additional Housing Funds  The Federal government has prioritized linking people who are homeless to Medicaid, including increased HUD resources to communities that demonstrate strong linkages.  It Can Do Even More!  Changes resulting from new health care reform make Medicaid even more effective at preventing and ending homelessness. 9
  • 10. Medicaid Can…  Help homeless people be more successful in housing  People who are homeless frequently report health problems and homelessness inhibits care  Housing instability detracts from regular medical attention, access to treatment, and recuperation  Inability to treat medical problems can aggravate these problems, making them both more dangerous and more costly  If left untreated, these problems can be barriers to finding housing and maintaining it and can get worse over time  Homeless providers have successfully used Medicaid to provide supports in permanent housing  Maine uses Medicaid reimbursable services to help over 850 homeless S+C participants be stable in housing  Medicaid covers mental health services, counseling, detox, transportation, case management, primary health, etc.  Medicaid = entire required S+C match 10
  • 11. Medicaid Can…  Help prevent homelessness  For persons without medical insurance, experiencing a major medical event could result in being forced to choose between paying for a place to live or medical care  In 2007, 62% of personal bankruptcies were due to high medical debt  Anecdotal results from HPRP interventions indicate that health care is one of the main causes of homelessness 11
  • 12. Medicaid Can…  Help redirect housing resources back to housing  McKinney-Vento (M-V) grantees and sponsors can use Medicaid funding to cover the cost of some HUD- funded services. Using the reallocation option, M-V grantees can then reallocate funding from SHP services programs to new permanent supportive housing  Example: Long Island Shelter (Boston) is qualified to bill Medicaid for health care, assessment, and clinical management for eligible homeless M-V participants 12
  • 13. Medicaid Can…  Save money  In Boston, over a five year period, a cohort of 119 street dwellers accounted for 18,384 emergency room visits and 871 medical hospitalizations  Average annual health care cost for 119 CH individuals living on the street was $28,436, compared to $6,056 for individuals in the cohort who obtained housing  In a NY study, following placement in PSH, homeless people experience fewer and shorter psychiatric hospitalizations, a 35% decrease in the need for medical and mental health services and a 38% reduction in costly jail use  PSH costs offset by savings in governmental spending on health services for this population 13
  • 14. Medicaid Can…  Help Sustain Valuable Homeless Programs  Especially if the grant requires sustainable strategies and requires linkages with mainstream funding sources from the start  HUD/HHS/VA grant in Ohio with funding to provide permanent housing to 156 chronically homeless individuals  HUD funded rental costs  HHS paid for services, but HHS funding was designed to decrease over time of the grant  To reduce dependence on HHS Service Grant funding, the grant was designed to have Medicaid cover services including:  Assertive Community Treatment services  Reimbursement for behavioral health services  Reimbursement for partner agency service activities that are provided to program recipients but were not being billed to Medicaid 14
  • 15. Medicaid and health reform 101 for providers of services for people who are homeless 15
  • 16. Policy Context State budget cuts Increased use of 811 reform managed care Federal funding Olmstead changes Mental Health Health care Parity and reform Addictions Equity Act 16
  • 17. Medicaid is…  The government funded health insurance program for low-income Americans established in 1965 as part of President Johnson’s “War on Poverty”  Jointly funded by the states and the federal government  Administered by the states within broad federal guidelines  Changing as a result of health care reform 17
  • 18. Medicaid 101  Federal government reimburses states for half or more of their Medicaid costs  States have significant discretion about:  Who is covered  What services are covered  Medicaid is an entitlement, but individuals must apply and be determined eligible  Approximately 50 percent of homeless people presumed eligible for Medicaid were not receiving it  Must also go through a re-determination process each year to continue to be enrolled  Some states require that people go through the process more often then annually If you’ve seen one Medicaid program, you’ve seen one Medicaid program. 18
  • 19. The Affordable Care Act…  Expands Medicaid eligibility  Reduces barriers to Medicaid enrollment  Gives states more options for covering community- based long-term care services that can help people who are homeless obtain and sustain housing  Improves access to mental health and substance use disorder services  Authorizes funding for public health programs and mental health / physical health integration programs that will benefit people who are homeless 19
  • 20. ACA Medicaid Eligibility Expansion  Expands eligibility to single adults under 65 with incomes up to 138% of the Federal Poverty Level  Most people who are homeless will be eligible for Medicaid  Estimated that 16-22 million people will become eligible for Medicaid under the expansion  Extends Medicaid to individuals under 26 who have aged-out of child welfare  States must enact these changes by 2014 but…..  States can enact these changes sooner  States will receive a higher federal match to pay for the cost of this expansion  Federal match will be 100% of the costs associated with the expansion for the first three years, with the percentage gradually decreasing to 90% by 2020 20
  • 21. Uninsured Rates Among Nonelderly by State, 2008-2009 NH VT WA ME MT ND MN MA OR NY ID SD WI RI MI WY CT PA IA NJ NE OH NV IL IN DE UT WV VA CA CO MD KS MO KY NC DC TN OK SC AZ AR NM AL GA MS AK TX LA FL HI <14% Uninsured (13 states & DC) National Average = 18.1% 14 to 18% Uninsured (20 states) >18% Uninsured (17 states) SOURCE: Kaiser Commission on Medicaid and the Uninsured/Urban Institute analysis of 2009 and 2010 ASEC Supplements to the 21 CPS., two-year pooled data.
  • 22. Current Federal Medicaid Eligibility • Pregnant women Categorical • • Infants/Children Aged, Blind, Disabled Criteria • Families with dependent children Financial • Income levels • Assets and other income Criteria 22
  • 23. New Eligibility Group Under ACA •Single adults under 65 Financial •Incomes up to 138% of the Criteria Federal Poverty Level Only Infants/Children n dre chil nt nde epe ithd ilies • Fam ed sabl dDi • Age Single adults under 65 are eligible for Medicaid based on income alone 23
  • 24. ACA and Benchmark Plans  For the newly eligible “expansion population” states only have to offer a “benchmark” or equivalent plan  Must cover FQHC services, rural health services, EPSDT services for youth under 21, prescription drugs and treatment for MH/SUD at parity.  Note: Parity does not mean access to good MH & SUD benefits; it means that MH & SUD are treated similarly to physical health (PH) benefits  Still important to advocate for a good benefit package 24
  • 25. ACA and Benchmark Plans  Certain individuals cannot be required to enroll in a benchmark plan including:  Pregnant women  Dually eligible  Aged, blind, disabled  Youth in foster care or those receiving adoption assistance  Medically frail and special medical needs individuals-- includes persons experiencing MI and children with SED  Individuals eligible for TANF  Helping people who are homeless pursue SSI as a pathway to Medicaid enrollment remains important under health reform! 25
  • 26. Presumptive eligibility  As of 2014, Section 2202 of the ACA permits hospitals that are participating Medicaid providers to make presumptive eligibility determinations  This will allow people who are homeless who are in need of treatment to go to a participating hospital, and become “temporarily” eligible for Medicaid  Hospitals do not have participate  States will need to make sure they have systems in place to allow hospitals to make these determinations 26
  • 27. Implications for service providers and advocates  Eligibility does not equal enrollment  Influence the state’s enrollment and outreach plan; support and monitor implementation  More people with coverage; increased access to care  Influence outreach materials and member information  More people seeking treatment, can the service system keep up with demand?  Learn about access requirements and monitor access issues 27
  • 28. Policy Context State budget cuts Increased use of 811 reform managed care Federal funding Olmstead changes Mental Health Health care Parity and reform Addictions Equity Act 28
  • 29. Why Talk about Health Reform and Long Term Care? People in Permanent Chronically congregate Housing homeless care Services people People with disabilities 29
  • 30. Why Talk about Health Reform and Long Term Care?  The current system discriminates against people with disabilities: there is very little truly affordable housing, and access to needed community services and support is very limited.  The result is that people with disabilities have to make a choice between living in restricted congregate care (nursing home, board and care home, group home), or becoming homeless.  Some default to homelessness because they refuse to give up their rights by moving into a restricted setting.  Health/long term care reform is the only way to change this equation. 30
  • 31. Data  Nationally, over 412,000 non-elderly people with disabilities reside in nursing homes  About 125,000 non-elderly people with mental illness live in nursing facilities – an increase of 40% since 2002: these individuals are costing federal/state Medicaid programs over $6 billion per year  Medicaid pays over $100 billion annually for institutional care – nearly 75% of all Medicaid long term care expenditures for elders and people with disabilities is for institutional care  In a recent analysis of state SSI data conducted by TAC, 12 states were paying an average of $33,000 per year to subsidize almost 90,000 people with disabilities placed in board and care facilities 31
  • 32. Olmstead  June 22, 2009 President Obama declares “The Year of Community Living”  DOJ increases enforcement of Olmstead with investigations and/or lawsuits occurring in:  Delaware (2010)  New Hampshire (2011)  Virginia (2011)  New York (Disability Advocates, Inc. v. Paterson)  Georgia (U.S. v. Georgia) 32
  • 33. ACA: Long-Term Care Opportunities  Changes to 1915(i) Home and Community-Based Services State Plan Option  Health Homes for Individuals with Chronic Conditions  Rebalancing Incentive Program  Community First Choice Option  Extends and increases funding for Money Follows the Person (MFP) demonstration  Increased funding for Aging and Disability Resource Centers (ADRC) 33
  • 34. Policy Context State budget cuts Increased use of 811 reform managed care Federal funding Olmstead changes Mental Health Health care Parity and reform Addictions Equity Act 34
  • 35. State budgets in crisis States with the largest cuts by percentage of their overall state mental health general fund budget from 2009 to 2011.  Alaska 35%  South Carolina 23%  Arizona 23%  Washington, D.C. 19%  Nevada 17%  Kansas 16%  California 16%  Illinois 15%  Mississippi 15%  Hawaii 12.1% Source: NAMI (2011). State Mental Health Cuts: A National Crisis. 35
  • 36. State Medicaid Financing Source: NAMI (2011). State Mental Health Cuts: A National Crisis. 36
  • 37. State Medicaid Financing Enrollment State budgets 37
  • 38. Why do public purchasers choose managed care?  Cost-containment potential  Cost savings  To use tools to improving provider performance and quality of care  Perform administrative/management functions  To focus on service development  Eligibility expansions 38
  • 39. Medicaid Managed Care and Traditional FFS Enrollment, 1999-2009 Enrollment (in millions) 45.4 45.7 46.0 47.1 42.7 44.4 40.1 36.6 31.9 33.7 Note: Numbers may not produce totals because of rounding. Unduplicated count. Includes managed care enrollees receiving comprehensive and limited benefits. SOURCE: 2009 Medicaid Managed Care Enrollment Report. CMS. 39
  • 40. Figure 40 Medicaid Managed Care Penetration Rates by State, 2008 NH VT WA ME MT ND MA MN OR NY ID SD WI MI RI CT WY PA IA NJ NE OH NV IN DE IL WV UT IL VA CO MD CA KS MO KY NC DC TN OK SC AR AZ NM AL GA MS TX LA AK FL HI 0-50% (5 states) 51-70% (20 states including DC) U.S. Average = 70% 71-80% (9 states) 81-100% (17 states) Note: Unduplicated count. Includes managed care enrollees receiving comprehensive and limited benefits. SOURCE: Medicaid Managed Care Enrollment as of December 31, 2008. Centers for Medicare and Medicaid 40 Services.
  • 41. Policy Context State budget cuts Increased use of 811 reform managed care Federal funding Olmstead changes Mental Health Health care Parity and reform Addictions Equity Act 41
  • 42. Connections with Medicaid Frank Melville Cooperative Supportive Changes to Agreements to Housing CoC SAMHSA block Benefit Homeless Investment Act of grants Individuals 2010 (CABHI) 42
  • 43. Frank Melville Supportive Housing Investment Act of 2010  Reforms HUD’s Section 811 Supportive Housing for Persons with Disabilities program  Bipartisan legislation signed into law on January 4, 2011  Modernizes and reforms the Section 811 program by:  Emphasizing integrated housing models  Creating incentives to link Section 811 rent/operating subsidy funding to other sources of affordable housing capital (tax credits, HOME funds, etc)  Implementing new 811 option targeted to state housing agencies and state Medicaid agencies 43
  • 44. Reformed Section 811 Program 1. Reforms existing 811 Capital/PRAC program 2. Shifts appropriations for 811 tenant based voucher program (14,000 vouchers) to the Section 8 appropriation  Vouchers remain targeted to people with disabilities 3. Creates new Section 811 Project-Based Rental Assistance option to leverage integrated affordable housing units financed with mainstream housing funding (tax credits, HOME funds, etc.)  Cross-disability approach focused on priority Medicaid populations Could fund 3,000 - 4,000 new units annually 44
  • 45. How Will New Section 811 PRA Option Work?  State HFA must enter into an agreement with the State Medicaid/Health and Human Services agency which:  Identifies the target populations to be served by the project  Sets forth methods for outreach and referral  Makes available appropriate supportive services for tenants of the project  Within 3 years of enactment, HUD must report to Congress on the effectiveness of this new approach 45
  • 46. Federal Policy and Funding  Since 2002, HUD measures homeless providers ability to link homeless participants to Medicaid and other mainstream resources  Required component of a CoC’s McKinney-Vento NOFA  Impacts CoC’s score, which can impact the amount of M-V funding a CoC receives 46
  • 47. Federal Policy and Funding Cooperative Agreements to Benefit Homeless Individuals (CABHI)  SAMHSA requires funded grantees to provide proof they are qualified to receive Medicaid reimbursements and they have a reimbursement system that has been in place for a minimum of one year prior to the date of application or have established links to other behavioral health or primary care organizations with existing reimbursement systems for services covered under the state Medicaid plan  These efforts will both support the long-term sustainability of permanent housing programs in the community and will help communities prepare for Medicaid coverage expansion to all low- income adults up to 133% of the Federal Poverty Level in 2014. 47
  • 48. SAPTBG and MHSBG Changes  SAMHSA Block grant funds will be directed toward four purposes: 1. To fund priority treatment and support services for individuals without insurance or for whom coverage is terminated for short periods of time 2. To fund those priority treatment and support services not covered by Medicaid, Medicare or private insurance or for whom coverage is terminated for short periods of time 3. To fund primary prevention 4. To collect performance and outcome data to determine the ongoing effectiveness of behavioral health promotion, treatment, and recovery support services 48
  • 49. Implications for service providers  Cannot rely on grant or philanthropic funding alone  Diversification of funding streams is necessary to survival  Becoming Medicaid and managed care “competent” is no longer an option  Developing formal relationships with FQHCs and other Medicaid providers is critical 49
  • 51. Tips and tools for advocates 51
  • 52. Leveraging and Influencing Medicaid • Benefit design Macro • • Access / enrollment Delivery system • Provider qualifications • Provide services Micro • Facilitate enrollment 52
  • 53. Taking Action  Get to know your “Single State Medicaid Agency”  Encourage the development of cross-disability coalitions between housing and human services providers—strength in numbers  Identify policy priorities at local, state and federal levels that align with goals of PSH (e.g. Olmstead, reducing health care disparities)  Encourage cross-system partnerships at state and federal levels 53
  • 54. Engaging policy leaders  Know your “ask”– have only 2-3 items for discussion  Have data and personal stories  Prepare for all sides of the issue  Power of coalition—who else shares your perspective?  What if the answer is “no”  Ask how you can help make “the ask” a reality  Identify next steps, including whom on their staff you can work with 54
  • 55. Taking Action on ACA  Eligibility –  Inform the development and implementation of the outreach, notification, and enrollment activities to best meet the needs of individuals who are homeless or at risk of homelessness.  More people seeking treatment, can the service system keep up with demand?  Learn about access requirements and monitor access issues  Benefit design  Benchmark versus standard benefit  Inclusion of HCBS benefits under the State’s Medicaid plan 55
  • 56. Taking Action on ACA  Respond to requests for public comment on proposed regulations  Take advantage of ACA provisions designed to:  Support public health activities  Promote integration of physical and behavioral health care  Strengthen and expand the available health care workforce 56
  • 57. Leveraging and Influencing Medicaid • Benefit design Macro • • Access / enrollment Delivery system • Provider qualifications • Provide services Micro • Facilitate enrollment 57
  • 58. Connecting with Medicaid • Become a Medicaid Option 1 provider Option 2 • Subcontract Option 3 • Make connections 58
  • 59. Option 1: Become a Medicaid Provider • Get to know the single state Medicaid agency Step 1 • Learn about what services are covered and who is eligible to Step 2 provide those services • Take an inventory of the services your organization offers and if Step 3 your organization meets the provider qualifications • Learn about the necessary provider infrastructure Step 4 • Gathering materials to apply Step 5 59
  • 60. Step 1 Get to know the Medicaid agency 60
  • 61. Get to know the Medicaid agency  Leadership  Eligibility  Provider enrollment process and system  Delivery system  Traditional fee-for-service  Managed care  Long-term care services  Home and community-based services waivers – 1915(c) 61
  • 62. Structure of Behavioral Health Benefit in Managed Care Integrated Subcontracted Separate • One plan manages • One plan is • Different entities both physical and responsible for are responsible for behavioral health both physical and physical health benefits behavioral health and behavioral benefits but health benefits; subcontracts with variation in management of contractual behavioral health obligations to to another entity coordinate care/work together 62
  • 63. What do you know about your Medicaid agency? 63
  • 64. Step 2 Learn about what services are covered and who is eligible to provide those services 64
  • 65. Medicaid “State Plan” Services Mandatory Optional  Inpatient/outpatient hospital  Diagnostic services  Prenatal care  Clinic services  Vaccines for children  Intermediate care facilities for the mentally retarded (ICF-MR)  Physician services  Prescription drugs and prosthetic  Nursing facility for persons aged 21 or devices older  Optometrist services and eyeglasses  Family planning services and supplies  Nursing facility services for children  Rural health clinic under 21  Home health care for persons eligible  Transportation services for skilled-nursing services  Targeted case management  Laboratory and x-ray services  Rehabilitation and physical therapy  Pediatric and family nurse practitioner services services  Home and community-based services  Nurse-midwife services for individuals with chronic  FQHC services conditions  Early and periodic screening,  Hospice care diagnostic, and treatment (EPSDT)  Dental care services for children under 21 All Medicaid services are subject to medical necessity standards that are developed by the states under federal guidelines. 65
  • 66. Home and Community-Based Waiver Services: State Example -- CT Acquired Brain Injury Waiver  Case management  Substance abuse program  Homemaker services  Transitional living  Personal care  Vehicle modifications  Prevocational counseling  Chore services  Supported employment  Environmental  Respite accessibility adaptations  Community living support  Transportation  Home delivered meals  Personal Emergency  Independent living skill Response System training  Live-in caregiver  Cognitive behavioral  Specialized medical programs equipment 66
  • 67. Medicaid Services Qualified Individual Provider Practitioner Service 67
  • 68. Medicaid Services  For each service you need to learn about:  Who is eligible for the service?  Medical necessary criteria  What are the necessary provider qualifications?  Provider type(s)  Practitioner qualifications  Where can the service be performed?  How must the service be performed?  What is the current rate for the service and in what increments is the service billed? 68
  • 69. How do I learn what is covered?  State Medicaid plan and amendments  State Medicaid provider manuals  Managed care company provider manuals  Member handbooks  Websites for Medicaid agency and State Mental Health and Substance Use authorities  Calls/meetings with Medicaid or managed care staff  Talking with established Medicaid providers  Interviews with advocacy organizations (e.g. NAMI) or trade organizations 69
  • 70. What are the types of services and supports you think are necessary to help people attain and sustain housing? 70
  • 71. Step 3 Take an inventory of the services your organization offers and if your organization meets the provider qualifications 71
  • 72. Inventory and Crosswalk  What services does your organization provide?  What are the activities or major components of each service?  Who are the staff persons that perform these services?  Credentials – degrees, years of experience in field, “lived experience”  Who provides supervision for the staff?  Who do you provide these services for (by Medicaid eligibility requirements/ types in your state) 72
  • 73. Inventory and Crosswalk  Identify the administrative tasks your agency is required to perform, how are you organized and who performs those tasks  Crosswalk and identify gaps or differences between your organization’s service(s), what the state and/or managed care is purchasing and best practice requirements for permanent supportive housing or other services you are providing for persons who are homeless 73
  • 74. New Mexico: Community Support Services  Service Definition: The purpose of Community Support Services is to surround individuals/families with the services and resources necessary to promote recovery, rehabilitation and resiliency. Community support activities address goals specifically in the following areas: independent living; learning; working; socializing and recreation. Community Support Services consist of a variety of interventions, primarily face-to-face and in community locations, that address barriers that impede the development of skills necessary for independent functioning in the community.  Community Support Services also include assistance with identifying and coordinating services and supports identified in an individual’s service plan; supporting an individual and family in crisis situations; and providing individual interventions to develop or enhance an individual’s ability to make informed and independent choices. 74
  • 75. New Mexico: Community Support Services Target Population: Individuals having problems accessing services and/or receiving multiple services from a single or multiple providers and/or systems and:  Individuals needing support in functional living or  Individuals transitioning from institutional or highly restrictive settings to community-based settings or  Children at risk of/or experiencing Serious Emotional/Neurobiological/Behavioral Disorders or  Adults with severe mental illness (SMI) or  Individuals with Chronic Substance Abuse or  Individuals with co-occurring disorder (mental illness/substance abuse) and/or dually diagnosed with a primary diagnosis of mental illness 75
  • 76. Crosswalk Steps 1. Select Services across the array of services in your State’s Medicaid Plan that when combined will best meet the needs of your target population and/ or service you believe you are qualified or best able to provide 2. Fill in top box and far left hand boxes with descriptions from the State Plan 3. Compare the state Plan with best practice SH interventions and needed administrative support 4. The comparison will lead you to your “fit” and to “gaps” 5. Use these “fits” and “gaps” to inform your agency’s (or group you are advocating for) plans to increase the use of Medicaid 6. Add action step for each fit or gap with focus on: education, skill building and knowledge acquisition, capacity building, adding staff with required credentials, changing business model, etc. 76
  • 78. Crosswalk Example Services Requirements Services Match to SH Interventions Gaps/ Changes Needed 1. Targeted Case Management: Case Managers are responsible for assisting individuals in making full use of natural community supports. In addition to all available mental health services which will enable the individual to live in stable healthy and safe life in the community of their choice. This will be accomplished by assessing the individual’s needs, developing a personal goal plan with the individual, linking the individual to agreed upon services and ongoing monitoring of these services and supports. 1. Assuring 24-access to case Targeted Case Management Services are tailored to Direct treatment Services are not included and management services accommodate the specific tasks associated with engagement, cannot be billed as case management services , 2. Continuous assessment of support and linking to community resources to assure an some direct activities are billable where the individual’s needs individuals’ success in supported housing. community resources to achieve this task are 3. Assisting the individual not available( XXX Reg.) with the development of Specific Supportive Housing Interventions ( three [3) thru six personal goals. [6)] fall within the scope of TCM when supporting the 4. Linking the individual to his targeted populations ( those with serious mental illness); or her services discussion related to stand alone activities for tenancy and housing choice need further discussion. 5. Monitoring those supports and services for appropriateness and effectiveness 6. Advocacy at all levels on behalf of individuals 78
  • 79. Step 4 Learn about the necessary provider infrastructure 79
  • 80. Infrastructure Requirements  Record-keeping and service documentation  Staffing and supervision requirements (e.g. Medical Director)  Hours/after hours availability  Building / location  Licensure and/or certification  Billing and/or certification requirements  Insurance verification and monitoring  Quality management and monitoring 80
  • 81. Infrastructure Requirements  There are also flow through and other requirements each agency must be prepared to meet:  Accept referrals and assign tasks —see services pathway diagram  Be available to landlords and property managers  Assure staff have both housing and services competencies and knowledge  Negotiate care with other service providers and managed care organization(s) 81
  • 82. Infrastructure Tips  Crosswalk documentation and reporting requirements between what is required as a Medicaid provider and what is required as a housing organization  Remember: “watchful oversight” and coverage not allowable Medicaid costs  Monitor for staff’s ability to do “with” not “for” people  Do a time study to determine looking at service “unit of time” level data if your staff can meet Medicaid business productivity requirements 82
  • 84. Gathering materials to apply  Obtain copies of any necessary licensing applications or provider enrollment packets  Remember the provider requirements for many services require that your organization be certified by another entity before you can apply to be a Medicaid provider  Medicaid managed care entities have a separate provider enrollment and credentialing process 84
  • 85. New York’s Medicaid Provider Application Process for Substance Use Providers The NY state Medicaid agency, the Department of Health (DoH), requires that SUD programs be certified by the Office of Alcoholism and Substance Abuse Services and in possession of an OASAS operating certificate before the program may apply for enrollment in the Medicaid program. 85
  • 86. New York’s Medicaid Provider Application Process for Substance Use Providers Step 2: OASAS sends the provider an approval letter, an OASAS Step 3: Providers complete the operating certificate, a Medicaid Medicaid provider Step 1: Apply for OASAS provider application package and enrollment/application package certification Medicaid rate info for the service. and submit it to the Computer OASAS also sends a copy of the Sciences Corporation (CSC). OASAS operating certificate to the DoH. Step 4: DoH and CSC review the Medicaid provider enrollment Step 5: Providers complete the package. Upon approval, the DoH application for the National supplies the provider with the Provider Identification (NPI) appropriate Medicaid billing codes, number. corresponding payment amounts and effective date. 86
  • 87. Connecting with Medicaid • Become a Medicaid Option 1 provider Option 2 • Subcontract Option 3 • Make connections 87
  • 88. Option 2: Subcontracting Step 1 • Get to know the single state Medicaid agency • Learn about what services are covered Step 2 • Make sure that the service(s) don’t have restrictions on subs Step 3 • Take an inventory of the services your organization offers Step 4 • Learn about the necessary infrastructure • Research established Medicaid providers and approach them with Step 5 plan • Negotiate and develop subcontract Step 6 • Understand issues of liability and accountability • Audit / compliance issues 88
  • 89. Connecting with Medicaid • Become a Medicaid Option 1 provider Option 2 • Subcontract Option 3 • Make connections 89
  • 90. ACA Medicaid Eligibility Expansion…  Expanded eligibility does not translate into enrollment  Housing and homeless advocates can play and major role in facilitating the enrollment and re-enrollment processes 90
  • 91. Homeless People & Medicaid - Penetration  Many participants in homeless programs in the nation were not receiving Medicaid  Some not eligible  As many as 50% of homeless people presumed eligible for Medicaid were not receiving it  Many homeless people have conditions that would qualify as a disability for Medicaid, but think they are not eligible  Significant barriers to the application and enrollment process for homeless people – ACA makes improvements to this 91
  • 92. Make connections  Dedicate staff or other resources to facilitating enrollment in Medicaid  Some states have grants or free training and technical assistance for community groups interested in helping enroll people in Medicaid  Start a SOAR initiative at your organization  Learn who are the Medicaid providers in your locality and develop relationships with these providers to help facilitate referrals for services  Keep in mind “free choice of provider” 92
  • 93. Q&A 93
  • 94. For More Information  How Health Care Reform Strengthens Medicaid’s Role in Ending and Preventing Homelessness: Medicaid Eligibility Expansion http://www.tacinc.org/downloads/Medicaid%20Expansion%20homeless%20final. pdf  Assessment of Continuum of Care Progress in Assisting Homeless People to Access Mainstream Resources (HUD) http://www.tacinc.org/downloads/Pubs/Report%20I.pdf  Replicable Best Practices for Accessing Mainstream Resources: A Guide for Continuums of Care (HUD) http://www.tacinc.org/downloads/Pubs/Report%20II.pdf  Strategies for Improving Homeless People's Access to Mainstream Benefits and Services (HUD) http://www.huduser.org/publications/pdf/StrategiesAccessBenefitsServices.pdf 94
  • 95. For More Information  Connecting with Medicaid: Strategies and options for providers of services to people who are homeless http://www.tacinc.org/downloads/Connecting%20with%20Medicaid%20final .pdf  Leveraging Medicaid: A Guide to Using Medicaid Financing in Supportive Housing http://www.tacinc.org/downloads/Pubs/Medicaid-Final-July10.pdf  A Primer on How to Use Medicaid to Assist Persons Who are Homeless to Access Medical, Behavioral Health and Support Services https://www.cms.gov/CommunityServices/downloads/Homeless_Primer.pd f  Medicaid: A Primer 2010 http://www.kff.org/medicaid/upload/7334-04.pdf  The Role of Medicaid in Improving Access to Care for Homeless People http://www.urban.org/publications/410595.html 95
  • 96. Contact Information Marti Knisley, MA Director of the Community Support Initiative Technical Assistance Collaborative mknisley@tacinc.org Kelly English, MSW, Ph.D. Senior Associate, Technical Assistance Collaborative kenglish@tacinc.org 31 St. James Avenue, Suite 710, Boston, MA 02116 www.tacinc.org 96