California S Coordinated Care Initiatve

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California S Coordinated Care Initiatve

1CALIFORNIA’S COORDINATED CARE INITIATVE 2CAL MEDICONNECT 3JANUARY CCI STAKEHOLDERS CALL Page 1 4 5 1Male: Good afternoon, welcome to the January 2016 CCI bi-monthly call.

2 Before we begin our presentation, I just want to do a few

3 housekeeping items. If you can hear me fine, please press 1. If the

4 volume is fine, please press 1. If you can’t, please press 2. Great, it

5 looks like we are good with volume. Just a reminder that at the end

6 of the presentation, we’ll have a chance for general questions. If you

7 have a question at that time, just press 1 and we will get your

8 question through. Today, we are joined by Sarah Brooks, Deputy

9 Director for Healthcare Delivery Systems at the Department of

10 Healthcare Services. We’ll also have a presentation in a few

11 minutes from folks from the Health Plan of San Mateo. But now, let

12 me turn it over to Sarah.

13Ms. Brooks: Thank you, good afternoon everybody and thank you for joining us

14 today. Uhm -- we have a number of items for today’s call. We’ll be

15 covering the budget, field research data, (unintelligible) foundation

16 case studies. As (unintelligible) mentioned, we have San Mateo on

17 to provide an overview of some great work that they’re doing. RTI

18 International reports that recently were released. An update on

19 enrollment. Also, an update on a piece of our outreach efforts and

20 then an update on materials in general. And then of course finally,

21 we’ll open it up for questions and answers. So, to start with the

6 7 1CALIFORNIA’S COORDINATED CARE INITIATVE 2CAL MEDICONNECT 3JANUARY CCI STAKEHOLDERS CALL Page 2 4 5 1 budget. So, the Governor’s proposed budget, which you all know

2 was released earlier this month -- uhm -- and it’s a coordinated care

3 initiative which does include Cal Mediconnect and -- and as you

4 know, is a historic undertaking to help improve the lives of low

5 income seniors and people with disabilities in California was

6 included. Uh -- the program was developed with intensive consumer

7 and stakeholder input and it’s just one building block toward our

8 overall goal to improve health outcomes and spend out healthcare

9 dollars more wisely. The State budget continues the CCI,

10 Coordinated Care Initiative, and Cal Mediconnect in 2016 reflecting

11 the administration’s commitment to that important goal. Now, as

12 you may know, under current law, the CCI is required to generate

13 savings in order to continue. While it is still too early in the life of

14 Cal Mediconnect to have a complete picture of how coordinated care

15 can help improve quality of life and reduce costs, the calculation of

16 savings generated by the CCI takes into account many factors. Uh --

17 some of which are external to the CCI itself. It does include the

18 expiration of the Managed Care Organization Tax of the MCO tax at

19 the end of June which is a net loss of $1.1 billion in revenue to the

20 State. Higher than anticipated costs of the IHSS program as the

21 result of changes in federal regulations related to overtime, an

6 7 1CALIFORNIA’S COORDINATED CARE INITIATVE 2CAL MEDICONNECT 3JANUARY CCI STAKEHOLDERS CALL Page 3 4 5 1 increase in the State’s minimum wage and the State’s MOE or

2 Maintenance of Effort -- Effort provisions and -- and statutes. Uhm

3 -- and then also enrollment delays. Lower participation rates and a

4 lower than anticipated share of federal savings. The scheduled

5 expiration of the MCO t has a major impact on the fiscal analysis.

6 As of today, the MCO tax is set to expire at the end of June. Uh --

7 legislative action on the MCO tax was required, revised analysis.

8 Uhm -- while there is some uncertainty around these important

9 factors that I just talked about, and the impact that savings analysis --

10 uh -- CCI and Cal Mediconnect will continue to operate in 2016. So,

11 moving on to rapid cycle pulling of Medicare and MediCal

12 individuals by the field research corporation. The DHCS has been

13 working with community partners and Cal Mediconnect plans to

14 help share information about the program with eligible beneficiaries

15 and to educate physicians, caregivers and other trusted sources of

16 how Cal Mediconnect and coordinated care can improve the lives of

17 their patients and loved ones. DHCS has been open the challenges

18 that have come with trying to integrate two very different healthcare

19 systems in a way that provides improved and better coordinated care.

20 And also challenges other states (unintelligible) as well. And we

21 have met those challenges head-on. Always keeping the

6 7 1CALIFORNIA’S COORDINATED CARE INITIATVE 2CAL MEDICONNECT 3JANUARY CCI STAKEHOLDERS CALL Page 4 4 5 1 beneficiaries we serve at the heart of our work. The good news is

2 that early evaluation data shows that beneficiaries enrolled in Cal

3 Mediconnect health plans are (unintelligible) and satisfied with their

4 care. So, they like the program. Uhm -- in December, the field

5 research corporation released a second round of data in the rapid

6 cycle polling which evaluates the experience of beneficiaries in and

7 out of Cal Mediconnect. This second round of data continues to

8 show that an overwhelming majority of beneficiaries are satisfied

9 with Cal Mediconnect and confident in their care. So, we’ve seen

10 two different rounds that show similar responses in terms of

11 beneficiaries, experience and understanding and feelings about the

12 program. Uhm -- beneficiaries in Cal Mediconnect plans are

13 satisfied with their choice of doctors at 78% and hospitals at 77%.

14 The way different healthcare providers work together to give them

15 services at 78%. The amount of time doctors and staff spend with

16 them. 85% and the information provided by their plan to explain

17 benefits to them and that’s at 73%. 79% of beneficiaries were

18 confident that they could get their questions answered about their

19 healthcare needs. The data also shows us what we can work on. Uh

20 -- transition issues often led to early disenrollment from Cal

21 Mediconnect. But those who stayed enrolled were satisfied with

6 7 1CALIFORNIA’S COORDINATED CARE INITIATVE 2CAL MEDICONNECT 3JANUARY CCI STAKEHOLDERS CALL Page 5 4 5 1 how issues were resolved. Beneficiaries who opted out were wary

2 of change in current healthcare services. That was at about 86% and

3 losing their doctors, 70%. Other evaluation efforts have shown that

4 beneficiaries often lack awareness about Cal Mediconnect benefits,

5 including new availability of a care coordinator or continuity of care.

6 We at the State here will continue to work closely with our partners,

7 our plan providers and stakeholder communities to continuously

8 strengthen the program and address issues. At the same time, DHCS

9 remains concerned about the participation rate in Cal Mediconnect.

10 For Cal Mediconnect to be successful over the long-term, more

11 eligible beneficiaries need to choose to participate in the program.

12 So, we really need to get the word out about the satisfaction of

13 beneficiaries in it. Uhm -- DHCS has been working community

14 partners and Cal Mediconnect plans to help share information about

15 the program with eligible beneficiaries and to educate physicians,

16 caregivers and other trusted sources on how Cal Mediconnect and

17 Coordinated Care can improve the lives of their patients and loved

18 ones. Together with the field polling results in December,

19 (unintelligible) also released multipole case studies of individual

20 successful experiences in coordinated care. A place to call home

21 and thriving in her community are two case studies that the

6 7 1CALIFORNIA’S COORDINATED CARE INITIATVE 2CAL MEDICONNECT 3JANUARY CCI STAKEHOLDERS CALL Page 6 4 5 1 (unintelligible) Foundation did release and full details of those

2 stories are found on their website at the (unintelligible)

3 foundation.org. (Unintelligible) Foundation will also be publishing

4 additional case studies showcasing the promise of coordinated care

5 in 2016 and we look forward to reviewing this and hearing about the

6 beneficiary experience while in Cal Mediconnect. So, speaking of

7 success stories, we want to turn it over now to Health Plan of San

8 Mateo for a few minutes to talk about their community care settings

9 pilot. Today’s presenters include Chris Esquirre (phonetic) who is

10 the Deputy Chief Medical Officer at Health Plan of San Mateo and

11 Ed Ortiz who is their Chief Network Officer. So, with that, I will

12 turn it over to them to share their exciting story and -- and -- and

13 information with you all.

14Dr. Esquirre: Wonderful, thank you. And -- uh -- thank you for an introduction,

15 Sarah. Uhm -- so, it will -- it will just be me -- uh -- today. And

16 again, I’m Chris Esquirre with Health Plan of San Mateo, the Deputy

17 Chief Medical Officer. And -- uhm -- we’re gonna talk to you a

18 little bit about our community care settings pilot that we’re quite

19 proud of this pilot and how it’s been helping our members. Now,

20 this pilot falls in the continuum of our care coordination complex

21 case management program as essentially the highest intensity care

6 7 1CALIFORNIA’S COORDINATED CARE INITIATVE 2CAL MEDICONNECT 3JANUARY CCI STAKEHOLDERS CALL Page 7 4 5 1 management program. And its focus is to deinstitutionalize and

2 promote community living for our vulnerable members. In addition,

3 it’s actually attested for our incremental services and tools, as well

4 as the catalyst to actually help reduce -- uhm -- and even get rid of

5 silos that we are noticing -- these are the other various services in the

6 community with whom we partner. Some of the unique features of

7 this -- uh -- for our members is we do have and provide intensive

8 case management with significant touches and face-to-face contact.

9 The ratio is about one case manager -- uh -- who’s a social worker to

10 about 20 -- uh -- members. There is a housing services and retention

11 component and I’ll get more into that in a bit. As well as a multi-

12 disciplinary core group team that does the care planning and

13 oversight. In this team, it’s quite large. We have over 25

14 participants. We have representation from county agencies such as

15 behavioral health and aging and adult services, in addition to our

16 contractors, as well as HPSM staff and physicians. In really utilizing

17 our care plan options, this community care settings pilot deploys

18 whatever services are necessary to help our member migrate out of

19 or avoid -- uhm -- long-term care residency. The ultimate goal is to

20 help reconnect them in the community and -- and bring them back to

21 the community. The pilot structure, we have operated in such a way

6 7 1CALIFORNIA’S COORDINATED CARE INITIATVE 2CAL MEDICONNECT 3JANUARY CCI STAKEHOLDERS CALL Page 8 4 5 1 that -- uh -- HPSM is the organizing entity and we have multiple --

2 uh -- partners in this. We have two main partners. One is the

3 Institute on Aging and they provide the intensive case management

4 and oversight -- uhm -- for our -- uhm -- process. Really in Corners,

5 another organization is our housing services and retention provider.

6 Of course, the other partners -- uhm -- that are part of this -- uh --

7 effort are our medical services and providers. So, essentially our

8 home health agencies, our primary care providers, our specialists in

9 clinics, as well as our community and county based resources. And I

10 had mentioned that we work very closely with aging and adult

11 services specifically. Their IHSS program, but also their multi-

12 purpose senior services program or MSSP. In addition, we also

13 work closely with our community based adult services, our

14 (unintelligible) centers, as well as behavioral health. What we have

15 done is try to leverage a number of resources to support these

16 operations. So, of course, I mentioned some of our county

17 programs. Uh -- in addition, we have used or taken advantage of

18 State 1115 Waiver Program such as the Assisted Living Waiver --

19 uhm -- in-home operations and things like that. Of course, we try to

20 maximize the health benefits -- uh -- as much as possible for these

21 members and -- uh -- care plan optional services. And we do have a

6 7 1CALIFORNIA’S COORDINATED CARE INITIATVE 2CAL MEDICONNECT 3JANUARY CCI STAKEHOLDERS CALL Page 9 4 5 1 bit of local funding to assist in the effort. I had mentioned earlier

2 about our goal of the institutionalization or preventing that. And in

3 doing that, what we have done is segmented our population to be

4 very focused and to be clear about how it is that we’re working to

5 have maintain in the community or return to the community. And

6 we have the three targets in our population. So, one segment is our

7 long-term care residents. And through a needs assessment that

8 occurred -- uh -- several years before -- uh -- we identified about 10

9 to 30% of folks residing in long-term care settings are actually able

10 to migrate to lower levels of care. And this was through our

11 assessment talking to a lot of our facilities. The other two buckets

12 are actually related to diversions. The one is the skilled nursing

13 facility diversion. Usually, there is an acute health incident that is

14 prompting a change in health or functional status and putting the

15 person at risk. And what we want to do is prevent them from staying

16 longer and being institutionalized and unfortunately, learning the

17 dependency that occurs in that and we want them to get back into the

18 community. And then the other segment are community diversions.

19 These are folks that are identified as struggling in the community,

20 are at risk -- uhm -- due to -- as -- as identified through certain

21 behaviors. And what we want to do is provide -- uh -- extra support

6 7 1CALIFORNIA’S COORDINATED CARE INITIATVE 2CAL MEDICONNECT 3JANUARY CCI STAKEHOLDERS CALL Page 10 4 5 1 to continue to maintain and extend their independence. One of the

2 other reasons why we’ve done this in really looking at long-term

3 care in particular is we also know that it was definitely for our area

4 and our county, we have had a shortage of -- uh -- adequate beds and

5 we also thought that the pilot to be able to then free up that capacity

6 to be able to move things along in this continuum of care. Another

7 way for us then to take a look at what members who are referred,

8 how we’re actually going to prioritize and -- and help them move

9 along, we have a case mix indexing tool that we use to determine

10 eligibility, population fit and then sure that we’re continuing to meet

11 the goals of the pilot itself. How we engage with our participants,

12 our partner Institute on Aging, they are the ones that begin this

13 process and we’ve done a lot of work in our community to talk about

14 the pilot and as a result, we have a steady -- uh -- stream of referrals

15 and that starts with an intake form of which then it’s evaluated and

16 leading to an assessment by the Case Manager -- uh -- which is a

17 complete assessment and presented to that multi-disciplinary care

18 team core group that I described. And from that, that group makes

19 the decision of what is the most appropriate level of care and

20 services to actually help this person with input from multiple

21 agencies and -- and stakeholders. A care plan is created and we -- we

6 7 1CALIFORNIA’S COORDINATED CARE INITIATVE 2CAL MEDICONNECT 3JANUARY CCI STAKEHOLDERS CALL Page 11 4 5 1 get to work. And it actually takes us about nine to 12 months to get

2 someone in an institutional setting through this charge. And you can

3 imagine that there’s a lot of preparation for that. After the discharge

4 and returning back to the community, we -- we stick with them for

5 another nine to 12 months really to help them build the skills of

6 maintaining in the community and we -- we see these phases as the

7 implementation phase of the post-discharge. We want to make sure

8 that they’re engaged with their primary care provider, the home is

9 set up in such a way that’s safe and manageable for that member,

10 and that we’re helping reconnect them to the community, the

11 stabilization phase is helping them build problem solving skills and

12 other skills development and manage any crises that would occur.

13 The final phase is transition phase and we try to make sure we

14 resolve any other unmet goals, continue to promote independence

15 and ultimately, this member gets transferred to our routine complex

16 case management pool which exists within the plan itself and our

17 nurses manage the member thereafter. What does continue

18 throughout all this, as much as the institute on aging will phase out,

19 is the work from our brilliant corners partner. And so that’s the

20 housing retention services and those continue for those members that

21 actually have contact with brilliant corners visa-vie the housing.

6 7 1CALIFORNIA’S COORDINATED CARE INITIATVE 2CAL MEDICONNECT 3JANUARY CCI STAKEHOLDERS CALL Page 12 4 5 1 Now, I’ll get into that in just a little bit. And one of the things that

2 we have understood is while we may identify a housing solution for

3 somebody in transition, the other key piece is helping them stay

4 there. And helping them be able to remain independent in that

5 housing solution. Speaking of which then our housing strategy,

6 what we’ve done is take a look at the various services. I had

7 mentioned the ability to help folks stay in housing; however we --

8 the components of that include an owner resident liaison -- uh --

9 process where we help our members actually manage that

10 relationship with the landlord if that was the case for scattered site

11 housing, for example. Or if they already had an existing apartment

12 or existing home, to be able to liaison between any other agencies

13 and how to begin -- how to begin to do that. They also manage a

14 housing portfolio for us to make sure that we do have a stead

15 availability of various housing options for our members as we are

16 transitioning them. Uhm -- they also take a look at the unit in terms

17 of habitability and they do wellness checks for us. And they are

18 available -- uhm -- on call, 24-hours in case there are any other

19 issues that pop up that are not necessarily related to -- to -- uhm --

20 that person’s health condition. It’s all about just being able to live --

21 uh -- safely in that home. Our targeted residential settings -- uhm --

6 7 1CALIFORNIA’S COORDINATED CARE INITIATVE 2CAL MEDICONNECT 3JANUARY CCI STAKEHOLDERS CALL Page 13 4 5 1 we’ve had quite the range from helping someone maintain their own

2 existing home or apartment. The other piece is affordable supportive

3 housing. We do have also scattered site housing as well as assisted

4 living. As a result of this, we’ve been working closely with our

5 County Department of Housing and Housing Authority for set aside.

6 One of our -- our latest -- uh -- successful projects was with Half

7 Moon Village and being able to move seven folks over there and

8 they can’t just be any happier -- uhm -- being able to go from a long-

9 term setting to their own place in a beautiful setting. Uhm -- we’ve

10 also been working on any weight lift management around Section 8

11 housing vouchers and are looking further to partner in terms of

12 opening up housing stock. Uhm -- as you can imagine, with San

13 Mateo County and the Bay Area, housing is quite the issue and visa-

14 vis pricing and -- and expenses and we want to be able to preserve

15 and identify housing stock for our members. Now, I described a lot

16 of the processes and what we were doing and -- uhm -- one of the

17 things that we have been doing as well is actually evaluating the

18 impact of our program. And we do have some preliminary data.

19 And we’ve been taking a look at, for the folks that we have

20 transitioned out, and I’ll have those -- those numbers in a bit, that

21 we’ve actually realized some savings. So, as an example, that first

6 7 1CALIFORNIA’S COORDINATED CARE INITIATVE 2CAL MEDICONNECT 3JANUARY CCI STAKEHOLDERS CALL Page 14 4 5 1 segment of population, the long-term care residents that we’ve been

2 working to transition out, the pre-transition per member per month

3 cost was that we’ve calculated thus far has been about $16,000 per

4 member per month. Post transition, that cost drops down to $5,130.

5 Uhm -- that’s for the long-term care residents in terms of going back

6 to the community. The skilled nursing facility diversion -- uh -- at

7 the comparison to the pre-transition cost was $7,300 about, not

8 surprising. And then post-transition was 4740 -- uh -- per member

9 per month. The community diversions, that segment -- uh -- they’re

10 pre-transition costs was about $5,600 per member per month and

11 then post-transition, the -- the per member per month cost was about

12 $2,500. Now, that’s wonderful and we’re hoping to continue to

13 expand that and -- and hopefully -- uh -- continue to build upon that.

14 But of course then we have the actual stories for our members and

15 these I think highlight just the impact that we do make -- uh -- for

16 the folks that were able to actually transition out. On one particular

17 case, so this person had a stroke and that landed him in a skilled

18 nursing facility. Unfortunately, for over a year. He actually had his

19 own apartment and was about to lose it because he’s -- he had been

20 out of his apartment for quite some time. Our housing partner went

21 in and to -- and helped him prevent an eviction so that we can return

6 7 1CALIFORNIA’S COORDINATED CARE INITIATVE 2CAL MEDICONNECT 3JANUARY CCI STAKEHOLDERS CALL Page 15 4 5 1 him to his apartment. In addition though, we needed all these other

2 services to help him stay in that apartment. So, we -- we helped him

3 with modifications, but also provided a bunch of other supportive

4 services and got him into a (unintelligible) program. In addition, we

5 reconnected him to the community he was very much active in -- uh

6 -- with his church and in Filipino community and we were able to

7 get him back there. So, whereas we’re able to show -- to show these

8 savings, we also do know the impact on individual members and we

9 have those stories. In addition to the individual impact, we have

10 seen, as part of our goal, actually improvements in the system -- uhm

11 -- efficiencies in getting services much faster -- uhm -- getting

12 incremental services and really a -- a tighter coordination among the

13 various agencies that would work to support our members in the

14 community. As an update, our project launched about 15 months

15 ago. Uh -- we’ve been operating quite successfully within the

16 original scope. We do have our core group -- uhm -- every other

17 week -- uh -- and as well as administrative meetings to manage this.

18 Uh -- we continue to identify new ranges of services and support, as

19 well as -- uh -- try to break down those barriers that prevent folks

20 from community living. Uh -- since the start, we have 146 members

21 enrolled and 71 have transitioned. And the three various targets in

6 7 1CALIFORNIA’S COORDINATED CARE INITIATVE 2CAL MEDICONNECT 3JANUARY CCI STAKEHOLDERS CALL Page 16 4 5 1 terms of I mentioned the long-term care to transitions, the

2 (unintelligible) diversions and community diversions, it breaks out

3 into about 60% long-term care, transitions, 20% (unintelligible)

4 diversions, and 20% community diversions. Uh -- we do have a

5 referral pipeline that’s growing and as a result of growing popularity

6 and -- and more and more press about what we’ve been doing to a

7 lot of -- uh -- stakeholders, we -- we have a list growing in terms of

8 the referrals which has been great. We are working with our case --

9 case management partner to increase staffing to be able to facilitate

10 more transitions into the community. Uh -- in terms of our budget,

11 our actual expenses have been 30% below our actual -- uh -- fiscal

12 year targets. This is getting us then to our phase II, our outlook and

13 one of the things that we’ve gotten to a place in terms of our

14 operations and -- and some of the early outcomes, we now have

15 wanted to grow the program a bit further. And so the key is there we

16 want to enhance case management -- uh -- capabilities, a dedicated

17 Project Manager -- uh -- augment the program scope and the intake

18 criteria and continue to leverage housing partnerships, as well as

19 operationalize CCS or our pilot elements within the larger

20 programming. Uh -- we are also looking into a peer mentoring

21 program and really connecting folks as a way to really address that

6 7 1CALIFORNIA’S COORDINATED CARE INITIATVE 2CAL MEDICONNECT 3JANUARY CCI STAKEHOLDERS CALL Page 17 4 5 1 piece of -- that disconnectedness that occurs in institutionalization

2 and as a way to really help people connect to each other into the

3 community. In addition, we want to have ongoing ways to engage

4 with our providers about this program and to really be able to

5 maintain that pipeline. So, thank you very much in letting me share

6 about our community care settings pilot.

7Male: Thank you Dr. Esquirre for that presentation. We have a few

8 minutes before we resume with the rest of the presentation for some

9 questions for Dr. Esquirre. Uhm -- if you have a question for Dr.

10 Esquirre, please press 1 now. Our first question comes from Nancy

11 Murish (phonetic). Nancy, your line is open.

12Mr. Passmore: This is actually Gary Passmore (phonetic) at the Congress of

13 California Seniors on Nancy’s line. Doctor -- uh -- I’ve got two

14 questions. One of them -- uh -- is you cited some numbers -- uh -- I

15 guess -- uh -- what I would call -- uh -- before your service -- uh --

16 was used on a per member per patient basis and then afterwards. Uh

17 -- does your -- your second set of numbers, what -- what you spent

18 after this -- uh -- set of interventions reflect the cost of your program

19 or is your -- what you’re doing, the cost of it completely outside of

20 those sets of numbers?

6 7 1CALIFORNIA’S COORDINATED CARE INITIATVE 2CAL MEDICONNECT 3JANUARY CCI STAKEHOLDERS CALL Page 18 4 5 1Dr. Esquirre: Great question and the numbers after, post -- the post-transition

2 numbers actually reflect all costs. And so that includes our program

3 and our staff. Uhm -- just to let you know too, because we are -- are

4 -- uh -- the point in which we do the comparison, pre-transition, we

5 also do have some program costs involved because our Case

6 Managers are already working with the member to facilitate the

7 transition. So, that’s also included in the cost pre-transition.

8Male: Thank you Gary for that question. Our next question comes from

9 Hadie Handley. Hadie, your line is open.

10Ms. Handley: Hi, I just absolutely loved that presentation and I’m wondering if

11 you can talk a little bit about the breakdown of the different

12 diagnosis of the patients that -- uh -- you’re helping with this

13 innovative -- uh -- model. I was -- and I’d like to learn more offline

14 about that stroke patient and possibly feature that in a future right

15 care initiative university best practices.

16Dr. Esquirre: I’m so happy to talk offline -- uhm -- thank you. And -- uh -- so, we

17 -- we can compile the general diagnosis that -- uh -- we have

18 managed. But it’s actually been a wide variety. We have seen

19 things such as stroke patients, but also we’ve had folks who have

20 suffered from cardiovascular issues -- uh -- behavioral health

6 7 1CALIFORNIA’S COORDINATED CARE INITIATVE 2CAL MEDICONNECT 3JANUARY CCI STAKEHOLDERS CALL Page 19 4 5 1 conditions, surgeries that have occurred. It’s actually been quite the

2 wide variety. We -- what we’ve conscientiously done is not to be

3 condition specific, but be more specific to a population such as those

4 living in long-term care settings or at risk for -- or getting into a

5 skilled nursing facility. So, but we can -- we can get that

6 information definitely.

7Male: Thank you. Our next question comes from Debra Doctor (phonetic).

8 Debra, your line is open.

9Ms. Doctor: Thank you very much for the presentation. It’s heartwarming to

10 hear the stories and the validation of what some of us have been

11 saying and working on for oh, 40 years that people don’t have to go

12 to institutions and can do better at home. I have one suggestion and

13 then a couple of questions. The suggestion is that maybe to change

14 the language about -- it -- it seemed like you were implying that a --

15 in a continuum of care that an institution, say a nursing home, is part

16 of the continuum of care which kind of conflates the location with

17 the level of care. That people can have a higher level of care than

18 nursing home care at home and, you know, -- uh -- lower level of

19 care if they’re in an institution. So, maybe I misunderstood, but it

20 seemed like that was what was being implied. Uhm -- I -- I wanted

6 7 1CALIFORNIA’S COORDINATED CARE INITIATVE 2CAL MEDICONNECT 3JANUARY CCI STAKEHOLDERS CALL Page 20 4 5 1 to let you know that on this issue of somebody losing their housing

2 because they’re in a nursing home, this is something we’ve been

3 trying very hard to fix for a while and have a Bill called Home

4 Upkeep Allowance that would do that and I’m trying to understand

5 what you actually pay for and what the interaction would be say with

6 getting somebody on -- uh -- using our nursing facility acute hospital

7 waiver which has a plus T or plus waiting list for people in the

8 community. So, it’s two different questions, but -- uh -- does the

9 plan pay for services outside the scope of your required services?

10 Uh -- if somebody goes on the waiver then they have to go out of

11 managed care, assuming they’re a dual. And are these services only

12 for duals or are they also for non-duals in the CCI?

13Mr. Esquire: Great question and -- and point taken about -- uh -- continuum of

14 care. Uhm -- so, with regards to our housing strategy, our housing

15 partners Building Corners, the funding that we use to pay for that --

16 those services are actually coming out of Care Plan Option Services.

17 And that is the mechanism under CCI by which we are able to fund

18 services that are not the usual healthcare services that we would

19 normally have. That -- because those are benefits. So, as a result

20 then our Building Corners partner will then go out and provide

21 services such as housing retention, liaison work that I listed and --

6 7 1CALIFORNIA’S COORDINATED CARE INITIATVE 2CAL MEDICONNECT 3JANUARY CCI STAKEHOLDERS CALL Page 21 4 5 1 and has done a great job to really save potential loss of housing for a

2 lot of our members that we’ve been able to transition, and actually

3 been able to identify in creative ways -- uh -- housing stock or

4 (unintelligible) work closely -- uhm -- with the Human Services

5 Agency and Department of Housing with regards to Section 8

6 housing and -- and extending the life of the -- those vouchers. Uhm

7 -- so, it is a wide variety of things that they’re able to do. All that

8 falls under the auspices of care plan option. With regards to your

9 other question in terms of -- uhm -- actually, I’m not blanking on

10 your other question.

11Male: Debra, your line is open. Go ahead.

12Ms. Doctor: Okay, thank you. I was asking about whether you’re able to use the

13 nursing facility acute hospital waiver as to pay for services in lieu of

14 the -- uh -- equivalent -- uhm -- institutional care. Are -- how are

15 you paying for instance if somebody needs -- uhm -- nursing care at

16 home or services beyond IHSS such as waiver personal care

17 services? How are those getting paid for?

18Dr. Esquirre: Right, so that -- that all falls under -- uhm -- so, our -- our partner --

19 uh -- the Institute on Aging -- uh -- helps us manage a lot of these

20 other pieces. There is a combination of -- uhm -- like I had

6 7 1CALIFORNIA’S COORDINATED CARE INITIATVE 2CAL MEDICONNECT 3JANUARY CCI STAKEHOLDERS CALL Page 22 4 5 1 mentioned the Care Plan Options, but also using the various waivers

2 that are available to a particular member. And so we utilize that as --

3 as much as possible and -- and there’s -- they do quite a good job of

4 lending a lot of these sources. Uhm -- and I just remembered that

5 other part of your question about who -- who is the eligible for this

6 population? And yes, we do offer this for our members who are part

7 of Cal Mediconnect as well as part of our (unintelligible), but we

8 also provide it for our folks who are MediCal only that are -- uhm --

9 part of our seniors and persons with disabilities, by definition.

10Male: Thank you Debra for that question. Uhm -- in order to make sure

11 that we get through the rest of our presentation, we’re gonna move

12 on and thank you Dr. Esquirre for joining our call and presenting. If

13 -- uh -- folks have any questions for him, you can also e-mail

14 [email protected] and -- uh -- we can convey the questions to him.

15 I’m gonna turn it back over to Sarah.

16Ms. Brooks: Thank you. So, a couple more updates for today. Last week, CMS

17 for the Centers for Medicare and Medicaid Services did release an

18 evaluation report that some of you may have seen. Uhm -- it

19 contains early results of the duals eligible demonstrations across the

20 country, including the CTI which is California’s demonstration.

6 7 1CALIFORNIA’S COORDINATED CARE INITIATVE 2CAL MEDICONNECT 3JANUARY CCI STAKEHOLDERS CALL Page 23 4 5 1 CMS did contract with RCI International to conduct interviews,

2 focus groups and collect qualitative and quantitative data for the

3 reports. Uhm -- and this is the first in a series to be released over the

4 course of the demonstration. The report looked broadly at the first

5 six months of the demonstration, operations in all seven states where

6 the demonstration was live before May 2014, which does include

7 California. The report describes the range of activities and early

8 experiences in implementing these demonstrations and includes

9 information about specific successes and challenges encountered.

10 The report is a great resource for stakeholders who want to better

11 understand CCI performance, particularly as compared to other

12 states. It particularly calls out work in California on the strength of

13 our stakeholder engagement process which includes significant

14 stakeholder input on the revised Cal Mediconnect notices as well as

15 the strength and independence of the CCI Ombudsmen program.

16 Finally, the report recognized California for its commitment to

17 continually examining and trying to improve the program as is

18 evidenced by the significant research underway thanks to the

19 (unintelligible) Foundation, including the field survey, rapid cycle

20 pulling, and the University of California focus groups that I talked

21 about a little bit earlier. This will be very helpful as we continue to

6 7 1CALIFORNIA’S COORDINATED CARE INITIATVE 2CAL MEDICONNECT 3JANUARY CCI STAKEHOLDERS CALL Page 24 4 5 1 work on opportunities for improvement as is also outlined in the RTI

2 report -- uhm -- including strengthening and care coordination and

3 educational materials for beneficiaries. RTI will continue to work

4 on comprehensive annual reports specific to each demonstration

5 state that will be rolled out. California’s Department of Healthcare

6 Services is committed to transparency throughout the duals

7 demonstration and we have been sharing -- uhm -- much information

8 as -- as a part of that commitment. While many of these findings are

9 preliminary, they do provide information that we can use, together

10 with health plans and stakeholders to respond to challenges and

11 further improve the experience of coordinated care for dual eligible

12 beneficiaries. So, building on that experience that we talked on

13 earlier in today’s call. So, quick update on enrollment today. Uhm

14 -- the last Cal Mediconnect enrollment dashboard that’s posted is

15 online at calduals.org. It is from December. We are working to

16 finalize the January dashboard. Uh -- overall, as of December 1st, we

17 have 116,743 beneficiaries enrolled in the Cal Mediconnect plan

18 across the CTI counties. That is -- has a high end of 44,655 in LA

19 and then 4,354 in Orange County where passive enrollment

20 continues. Uhm -- you can find additional information on

21 enrollment and disenrollment by county, race, ethnicity and

6 7 1CALIFORNIA’S COORDINATED CARE INITIATVE 2CAL MEDICONNECT 3JANUARY CCI STAKEHOLDERS CALL Page 25 4 5 1 language on the full dashboard online. And as a reminder, passive

2 enrollment did end in Santa Clara on December 1st. So, Orange

3 County does continue with passive enrollment and is our only

4 county that has passive enrollment at this time. Speaking of words

5 to raise awareness, I also wanted to provide an update on some of

6 our work to reach ethnic physicians which has been a big focus of

7 our (unintelligible). As we discussed, the CTI team at Harbage is

8 working with the CMA foundation of Network of Ethnic Physicians

9 Organizations or NEPO to conduct some targeted physician outreach

10 and education across -- or and around Cal Mediconnect. Since our

11 last update call, Harbage did collaborate with NEPO on events of the

12 Korean American Medical Association in Los Angeles and the

13 Indian Medical Association of Southern California in Orange

14 County. More than 50 physicians attended each event and attendees

15 have been eager for information and lacking key details about the

16 CTI. So, a very good opportunity for us to provide education about

17 the program. Uhm -- this was evidenced by numerous requests for

18 further support following each event. These events are tailored

19 specifically for physicians that provide a great opportunity to

20 connect with and hear from physicians with diverse backgrounds.

21 Our work with NEPO is furthering our understanding of what

6 7 1CALIFORNIA’S COORDINATED CARE INITIATVE 2CAL MEDICONNECT 3JANUARY CCI STAKEHOLDERS CALL Page 26 4 5 1 information physicians are lacking and highlighting the ongoing

2 need for this education. So, it has been very helpful. We’re

3 continuing to look for ways to work with CMA and NEP to engage

4 members of their organizations. Also, as always, the Harbage CTI

5 outreach team is available to deliver presentations and/or webinars,

6 come to events, help educate providers in CTI counties. So, please

7 let us know if you or your area is interested in an event. We also

8 welcome ideas for new opportunities to reach physicians, caregivers

9 and other non-medical providers and feedback on this work. If you

10 have some ideas, please reach out to us and to the Harbage team

11 directly or send an e-mail to [email protected]. I finally wanted to

12 just talk a little bit about some new materials. I wanted to provide a

13 brief update on some of the revised materials that we’ve talked about

14 before or that you’ve seen (unintelligible). The revised Cal

15 Mediconnect and MLTS guide and choice book and Cal

16 Mediconnect and beneficiary toolkit. I first want to start out by just

17 thanking everyone for your thoughtful review and feedback on the

18 toolkit. We got a lot of feedback, really helpful, appreciated your

19 comments and your input. We know how important this is to all of

20 you and it’s really important to us that we do it right and that we

21 make sure that we obtain your input to make sure that the

6 7 1CALIFORNIA’S COORDINATED CARE INITIATVE 2CAL MEDICONNECT 3JANUARY CCI STAKEHOLDERS CALL Page 27 4 5 1 information is helpful to our beneficiaries. We are committed to

2 getting these materials right and as a result, we’re currently

3 preparing to undergo -- undergo the next step in terms of the

4 materials and will be putting them user testing in partnership with

5 UC Health Research or Action Center. Both a toolkit and guidebook

6 will go through user testing. So with that, that was today’s agenda.

7 I know we had a lot of information that we provided to you, I want

8 to thank Cal Plan San Mateo for their presentation and we will open

9 it up for questions.

10Male: Thank you Sarah. If you have a question, please press 1 and we will

11 get you on the list. So, if you have question, please press 1. Our

12 first question comes from Reyna Cruz. Reyna, your line is open.

13Ms. Cruz: Thank you. The material that’s going out for user testing, is that the

14 material with the comments already taken into account that was

15 submitted by stakeholders or is it the original material that went out

16 before comments were submitted?

17Ms. Brooks: The way -- yeah, so the material, it will go into user testing -- uhm --

18 will reflect the stakeholder comments. Those redlined versions will

19 be up on calduals as soon as we can get them -- uhm -- get them up

20 there so folks can see what edits were taken. UC -- uhm -- is then

6 7 1CALIFORNIA’S COORDINATED CARE INITIATVE 2CAL MEDICONNECT 3JANUARY CCI STAKEHOLDERS CALL Page 28 4 5 1 gonna take the revised toolkit -- uhm -- and put it through their own

2 sort of -- make some recommended edits before it then goes into

3 user testing as well. And that’s partly why we’re so excited to be

4 working with the UC is they have a lot of experience developing

5 materials for beneficiaries that we’re gonna be able to use and

6 leverage that expertise.

7Ms. Cruz: Thank you.

8Male: Thank you Reyna for your question. Our next question comes from

9 Angela Okuru (phonetic). Angela, your line is open.

10Ms. Okuru: Okay. Uhm -- uhm -- I was really -- uhm -- excited to hear about

11 what San Mateo is doing and I wondered if there was anything in

12 writing that we can actually read. I mean, he talked so fast and I was

13 trying to take notes and -- but it sounded so good. Is there anything

14 or any reference anywhere that we can access to read a little more

15 about the program?

16Ms. Brooks: We’ll follow up -- uhm -- with San Mateo and -- uhm -- if -- if we

17 can get materials from them, we will include it in our next monthly

18 update and -- uhm -- put them on calduals.

19Ms. Okuru: Thank you.

6 7 1CALIFORNIA’S COORDINATED CARE INITIATVE 2CAL MEDICONNECT 3JANUARY CCI STAKEHOLDERS CALL Page 29 4 5 1Male: Thank you for your question. Those are the only questions we’ve

2 had so far. If you have a question, please press 1 and we’ll get you

3 into the cue. It looks like we don’t have any questions. Uhm -- as

4 always, you can e-mail [email protected] your question and we

5 will respond. Uhm -- thank you for joining today’s call.

6[END OF MEETING]

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