Complex Care Programs Policy Academy: Developing State-Level Capacity to Improve Health and Reduce Cost of Populations with Complex Care Needs

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1 Complex Care Programs Policy Academy: Developing State-Level Capacity to Improve Health and Reduce Cost of Populations with Complex Care Needs Tuesday, July 28, 2015 July 28-29, 2015 at the JW Marriott 1331 Pennsylvania Avenue, NW Washington, DC :30 a.m. 8:30 a.m. Registration and Breakfast Registration: Capitol Foyer Breakfast: Salon F 8:30 a.m. 9:00 a.m. Welcome and Meeting Overview Dan Crippen, Executive Director, National Shelly Espinosa, Vice President, Grants & Programs, United Health Foundation Frederick Isasi, Director, Health Division, National 9:00 a.m. 10:30 a.m. Keynote Address Small Program, Big Effort, Enormous Gains: Reaching the Most Impactable Population 10:30 a.m. 10:45 a.m. Break States are working to develop effective and sustainable programs for populations with complex care needs. This keynote address will describe the importance of states undertaking this type of work nationally, and why state leadership is vital for moving this work forward. Time will be set aside for questions and dialogue with the audience about pioneering efforts around this population. Frederick Isasi, Director, Health Division, National Dan Gorenstein, Senior Reporter, Marketplace Health Desk Presenters: Tom Betlach, Director, Arizona Health Care Cost Containment System Craig Jones, Director, Vermont Blueprint for Health Page 1 of 9

2 10:45 a.m. 11:45 a.m. Plenary Building Blocks: Developing a Data Strategy that Drives Your Program Forward Establishing an effective data strategy is fundamental to building a successful complex care program. From selecting core metrics to creating system interoperability and establishing rapid cycle evaluation, data help states target appropriate resources, identify the target population, track, monitor, and evaluate, and build consensus. Panelists will describe strategies for data collection and analysis to support program improvement, workforce planning, and system efficiency. Time will be set aside for questions and dialogue with the audience around specific data strategies. Sandra Wilkniss, Program Director, Health Division, National Governors Presenter: David Mancuso, Director, Research and Data Analysis Division, Washington State Department of Social and Health Services Chris Klomp, Chief Executive Officer, Collective Medical Technologies John Billings, Professor of Health Policy and Public Service & Director, Health Policy and Management Program, New York University Annette DuBard, Senior Vice President, Informatics and Evaluation, Community Care of North Carolina Karen Llanos, Director, Medicaid Innovation Accelerator Program, Centers for Medicare & Medicaid Services 11:45 p.m. 12:45 p.m. Salon F 12:45 p.m. 1:45 p.m. Lunch (State Network Time) Plenary What Works: Care Delivery and Payment Models that Support Complex Care Programs As momentum continues to build across the country to significantly transform the health care system, states are challenged with identifying a payment and delivery system that is feasible and that most effectively supports complex care programs for Medicaid beneficiaries. Speakers will discuss models that address these challenges. The session will be followed by an opportunity for questions and answers. Frederick Isasi, Director, Health Division, National Presenter: Allison Hamblin, Vice President, Strategic Planning, Center for Health Care Strategies Page 2 of 9 Stephen Cha, Acting Director, CMMI State Innovations Group, and Chief Medical Officer, Center for Medicaid and CHIP Services

3 Hope Glassberg, Senior Project Manager and Policy Advisor, Montefiore Medical Center 1:45 p.m. 2:45p.m. (State Only Session) Getting Started: Welcome to the NGA Complex Care Programs Policy Academy Establishing and expanding a program for populations with complex care needs is not an easy undertaking, but the NGA policy academy will guide states along the way. This session will provide you with an overview of how the policy academy will operate, what resources will be available to you, and what you can expect over the next year. The session will include an opportunity for introductions. 2:45 p.m. 3:00 p.m. Break Sandra Wilkniss, Program Director, Health Division, National Governors 3:00 p.m. 5:00 p.m. (State Only Session) Salon H Commerce Longworth State Treasury State Only Session Establishing a Foundation for the Road Ahead During this session, each state will move into their state only breakout room for state team time. States will be guided by an NGA Facilitator to complete a thorough program assessment. States will also begin development of their Strategic Action Plans with a focus on vision and goals. Alaska NGA Facilitator: Sandra Wilkniss, Program Director, Health Division, National Co-Facilitator and Notes: Melinda Becker, Legislative Director, Health & Human Services Committee, National Colorado NGA Facilitator: Kelly Murphy, Program Director, Health Division, National Co-Facilitator and Notes: Rachel Davis, Senior Program Officer, Center for Health Care Strategies Connecticut NGA Facilitator: Hemi Tewarson, Program Director, Health Division, National Co-Facilitator and Notes: Chelsea Kelleher, Policy Analyst, Health Division, National Kentucky NGA Facilitator: Akeiisa Coleman, Senior Policy Analyst, Health Division, National Co-Facilitator and Notes: Nancy Dunlap, Physician in Residence, Health Division, National Michigan NGA Facilitator: Flora Arabo, Senior Policy Analyst, Health Division, National Page 3 of 9

4 Dirksen Justice Salon J Salon K Co-Facilitator and Notes: Kate Johnson, Policy Analyst, Health Division, National Rhode Island NGA Facilitator: Sophia Tripoli, Policy Analyst, Health Division, National Co-Facilitator and Notes: Caitlin Thomas-Henkel, Senior Program Officer, Center for Health Care Strategies West Virginia NGA Facilitator: Frederick Isasi, Director, Health Division, National Governors Co-Facilitator and Notes: Doug Kershner, Policy Analyst, Health Division, National Wisconsin NGA Facilitator: Sonia Pandit, Policy Analyst, Health Division, National Co-Facilitator and Notes: Kathy Moses, Senior Program Officer, Center for Health Care Strategies Wyoming NGA Facilitator: Lauren Block, Program Director, Health Division, National Co-Facilitator and Notes: Allison Hamblin, Vice President, Strategic Planning, Center for Health Care Strategies 5:00 p.m. 7:00 p.m. Reception The Hamilton th Street NW Washington, DC Wednesday July 29, :30 a.m. 8:30 a.m. Registration and Breakfast Page 4 of 9

5 Registration: Capitol Foyer Breakfast: Salon F 8:30 a.m. 9:45 a.m. Plenary Achieving a Successful Program: Lessons Learned in Missouri As states explore community-based and whole-person opportunities to improve outcomes for high needs, high cost individuals, many are incorporating the Health Home model. Joe Parks, Director of Missouri s Medicaid authority, will discuss how Missouri, an early adopter, successfully implemented Health Homes for different populations with demonstrable improvements in health and cost savings. The presentation will be followed by an opportunity for questions and answers with the presenter. Following that, presenters will discuss specific payment methodologies and financial incentives that can support this work, with an opportunity for dialogue with the audience. Frederick Isasi, Director, Health Division, National Part I: Presenter: Joe Parks, Director, Missouri HealthNet Part II: Presenters: Carolyn Ingram, Vice President, Molina Healthcare Inc. Bernadette Loftus, Associate Executive Director, The Permanente Medical Group of Nothern California, Kaiser Permanente Joe Parks, Director, Missouri HealthNet (Reactant) 9:45 a.m. 10:45 a.m. Facilitated Discussion Are the Answers Out There? Key Opportunities and Barriers to Effectively Integrate Behavioral Health and Social Support Services into Complex Care Programs Integrating behavioral health and social support services into complex care programs is key to improving outcomes for individuals with complex care needs while reducing health care costs. During this session, panelists will discuss barriers and key opportunities for states to effectively integrate behavioral health and social support services into complex care programs. Facilitated questions and answers will follow panel presentations. Sandra Wilkniss, Program Director, Health Division, National Governors Page 5 of 9 Presenters: Corey Waller, Medical Director, Spectrum Health Medical Group, Center for Integrated Medicine Mark Furlong, Senior Vice President, Clinical Operations, Thresholds

6 Leah Kaiser, Area Manager, Hennepin Health Laura Galbreath, Director, Substance Abuse and Mental Health Services Administration/Health Resources and Services Administration Center for Integrated Health Solutions 10:45 a.m. 11:00 a.m. Break 11:00 a.m. 12:00 p.m. Plenary Deep Dive: Housing Stability for Vulnerable Populations Housing stability is one of the primary indicators determining an individual's success in a complex care needs program. Without access to safe, decent, and affordable housing, individuals are unable to focus on managing their co-occurring health conditions and often end up in the ER for their care. Many states are interested in providing housing stability to their complex care populations, but are unsure with whom to partner and how to provide access. Experts will explain what affordable housing is, who states need to engage, and how to leverage existing resources. The session will be followed by an opportunity for questions and answers from the audience. Sandra Wilkniss, Program Director, Health Division, National Governors Presenter: Richard Cho, Senior Policy Director, United States Interagency Council on Homelessness Scott Taberner, Chief of Behavioral Health and Supportive Care, Massachusetts Executive Office of Health and Human Services Jennifer Ho, Senior Advisor on Housing and Services, United States Department of Housing and Urban Development Peggy Bailey, Director of Health Systems Integration, Center for Supportive Housing 12:00 p.m. 1:30 p.m. Lunch Keynote Address Salon F Jeffrey Brenner, Executive Director, Camden Coalition of Healthcare Providers Afternoon Overview and Guidelines Sandra Wilkniss, Program Director, Health Division, National Governors 1:30 p.m. 2:45 p.m. (State Only Session) Page 6 of 9 Hot Topics Roundtables State representatives will join experts at different roundtables to engage in dialogue and questions and answers on preliminary goals identified by states that will inform the action planning session. States are encouraged to send one team member to each session.

7 Salon H Topic 1: Developing Workforce Capacity for Complex Care Programs Lauren Block, Program Director, Health Division, National Governors Linda Dunbar, Vice President, Care Management and Population Health, Johns Hopkins HealthCare Clemens Hong, Co-Founder, Anansi Health Laura Galbreath, Director, Substance Abuse and Mental Health Services Administration/Health Resources and Services Administration Center for Integrated Health Solutions Salon J Topic 2: MCO Contracting Hemi Tewarson, Program Director, Health Division, National Governors Deborah Bachrach, Partner, Manatt, Phelps & Phillips, LLP Reactant: Carolyn Ingram, Vice President, Molina Healthcare Inc. Salon K Topic 3: Planning for Data Interoperability and Rapid Cycle Evaluation Sandra Wilkniss, Program Director, Health Division, National Governors David Mancuso, Director, Research and Data Analysis Division, Washington State Department of Social and Health Services Lee Stevens, Policy Director, State HIE Program, Office of the National Coordinator for Health Information Technology Annette DuBard, Senior Vice President, Informatics and Evaluation, Community Care of North Carolina Commerce Page 7 of 9 Topic 4: Integrating Affordable Housing Flora Arabo, Senior Policy Analyst, Health Division, National Governors Peggy Bailey, Director of Health Systems Integration, Center for Supportive Housing

8 Benjamin Metcalf, Deputy Assistant Secretary for Multifamily Housing Programs, United States Department of Housing and Urban Development Danielle Bastarache, Deputy Assistant Secretary, Office of Policies, Programs and Legislative Initiatives, United States Department of Housing and Urban Development Mark Ishaug, Chief Executive Officer, Thresholds Scott Taberner, Chief of Behavioral Health and Supportive Care, Massachusetts Executive Office of Health and Human Services Dirksen Topic 5: Stakeholder Engagement Frederick Isasi, Director, Health Division, Health Division, National Governors 2:45 p.m. 3:00 p.m. Break Jeffrey Brenner, Executive Director, Camden Coalition of Healthcare Providers Piper Su, Vice President, Health Policy Division, The Advisory Board Company Hope Glassberg, Senior Project Manager and Policy Advisor, Montefiore Medical Center Leah Kaiser, Area Manager, Hennepin Health Mark Furlong, Senior Vice President, Clinical Services, Thresholds 3:00 p.m. 5:00 p.m. (State Only Session) Salon H State Only Session Planning for the Future: Strategic Action Plan Development NGA facilitators will lead state teams in an action planning session. During the session, teams will identify goals for the policy academy, strategies, their team structure, and action steps. The teams will also create a high level work plan to guide their efforts through the end of the policy academy. Expert faculty will be available to consult. Alaska NGA Facilitator: Sandra Wilkniss, Program Director, Health Division, National Co-Facilitator and Notes: Melinda Becker, Legislative Director, Health & Human Services Committee, National Commerce Longworth Page 8 of 9 Colorado NGA Facilitator: Kelly Murphy, Program Director, Health Division, National Co-Facilitator and Notes: Rachel Davis, Senior Program Officer, Center for Health Care Strategies Connecticut NGA Facilitator: Hemi Tewarson, Program Director, Health Division, National

9 Co-Facilitator and Notes: Chelsea Kelleher, Policy Analyst, Health Division, National State Treasury Dirksen Justice Salon J Salon K Kentucky NGA Facilitator: Akeiisa Coleman, Senior Policy Analyst, Health Division, National Co-Facilitator and Notes: Nancy Dunlap, Physician in Residence, Health Division, National Michigan NGA Facilitator: Flora Arabo, Senior Policy Analyst, Health Division, National Co-Facilitator and Notes: Kate Johnson, Policy Analyst, Health Division, National Rhode Island NGA Facilitator: Sophia Tripoli, Policy Analyst, Health Division, National Co-Facilitator and Notes: Caitlin Thomas-Henkel, Senior Program Officer, Center for Health Care Strategies West Virginia NGA Facilitator: Frederick Isasi, Director, Health Division, National Governors Co-Facilitator and Notes: Doug Kershner, Policy Analyst, Health Division, National Wisconsin NGA Facilitator: Sonia Pandit, Policy Analyst, Health Division, National Co-Facilitator and Notes: Kathy Moses, Senior Program Officer, Center for Health Care Strategies Wyoming NGA Facilitator: Lauren Block, Program Director, Health Division, National Co-Facilitator and Notes: Allison Hamblin, Vice President, Strategic Planning, Center for Health Care Strategies The National would like to thank the United Health Foundation for their generous support of this meeting. Page 9 of 9

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