Microsoft 2012 CM Presentation [Compatibility Mode] HV 18

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SoonerCare
Case Management Policy

Who is the contact?

Prior Authorization*

OHCA Provider
Helpline for
Cl i
Claims
and
d Billing
Billi
(800)522-0114
Option 2,3

Call or email if you have a question:

JJavey D
Dallas
ll
(405) 522-7543
J
Javey.Dallas@okhca.org
D ll @ kh

What are the rules of the road?

How to find the rules:
www.okhca.org
kh
Go to the Providers’
Providers section
 Policies & Rules, and then, OHCA
Medicaid Rules
 Chapter 30 – Medical Providers
 SubChapter 5 – Individual Providers
 Part 67 – CM
 Part 21 – OPBH Agencies


SoonerCare Requirement:


For behavioral health case management
g
services to be compensable by
SoonerCare, the case manager
g
performing the service must have and
maintain a current behavioral health
case manager certification from the
ODMHSAS.
◦ A provisional certification is not allowable.
p
certification is not allowable.
◦ Suspended

Change 7/1/2010


For Certified Case Manager
g II, after July
J y 1,
2010: Any bachelors or masters degree
earned from a regionally
g
y accredited
college or university recognized by the
USDE is allowable.

Case Management Professional Levels
Level of CM

Code

Modifier

Rate

CM III,, LBHP

T1017

HO

13.53

CM II, MA/BA level

T1017

HN

10.48

CM I, less than BA

T1017

HM

7.43

SOC, CM III, LBHP (ODMHSAS only)

T1016

TF

21.61

SOC, CM II, BA (ODMHSAS only)

T1017

TF

16.21
18 and
up

Intensive - CMHC, CM III, LBHP (ODMHSAS only)

T1016

TG

19.55

Intensive - CMHC, CM II, BA (ODMHSAS only)

T1017

TG

14.74

Age

Targeted Case Management, CM III, SOC,
LBHP level
Targeted Case Management, CM II, SOC,
MA/BA level
Targeted Case Management, CM III,
Intensive, CMHC, MA level
Targeted Case Management, CM II,
Intensive, CMHC, BA level

Targeted Case Management, CM III,
LBHP/MA level
l
l

Targeted Case Management, CM II,
MA/BA level

Targeted Case Management, CM I,
less than BA

Targeted Case Management,
PACT

T1016

T1017

T1016

T1017

T1017

T1017

T1017

T1017

HE/HF/HV

HE/HF/HV

HE/HF/HV

HE/HF/HV

HE/HF/HV

HE/HF/HV

HE/HF/HV

HE/HF/HV

TF

TF

TG

TG

HO

HN

HM

Daily
Limits

Monthly
Limit

Contract
Type

16

56

ODMHSAS

16

56

ODMHSAS

16

25

ODMHSAS

16

25

ODMHSAS

16

25

110 - OPBH

16

25

110 - OPBH

16

25

110 - OPBH

16

56

ODMHSAS

0-20

0-20

18 - 999

18 - 999

0 - 999

0 - 999

0 - 999

18 - 999

Always use the rates and code sheet
Modifiers
1st Position Modifiers
HE

Mental Health

HF

Substance Abuse

HH

Integrated MH & SA

HV

Gambling

2nd Position Modifiers
TF

Low Complexity

TG

This modifier is multipurpose:
Complex/high level of care for CALOCUS
Targeted CM

HN

This modifier is multipurpose:
Bachelor Level designation for CM
Psychotherapy codes only: CADC (HN to signify CADC is sometimes required in 2nd and in other situations
3rd.)

HS

F il th
Family
therapy without
ith t patient
ti t presentt

HR

Family therapy with patient present

HQ

Group

HL

Intern Program

HP

Doctoral Level

HO

LBHP

3rd Position Modifier
HN

CADC

TF

ODMHSAS

HK

Specialized Program (PACT)

Modifiers are required to be listed in the correct position in order for claims to be paid in a correct manner. Incorrect
positioning of a modifier may lead to an incorrect payment and result in a recoupment.

This next part is . . . .

Who is Case Management for?


“persons
p
under age
g 21 who are in
imminent risk of out-of-home placement
for p
psychiatric
y
or substance abuse
reasons or are in out-of-home placement
due to p
psychiatric
y
or substance abuse
reasons and chronically and/or severely
mentallyy ill adults who are
institutionalized or are at risk of
institutionalization”

Strengths based model of
case management


Policy says: “In order to be compensable, the
service must be performed utilizing the
ODMHSAS Strengths Based model of case
management.
management.”

United States Department of Health and Human
Services,, Substance Abuse and Mental Health Services
Administration



A Life in the Community for Everyone:
Behavioral Health is Essential to Health,
Prevention Works, Treatment is Effective, People
Recover.

SAMHSA Defines Recovery
Recovery From Mental and Substance
Use Disorders:
A process of change through which
individuals improve
p
their health and
wellness, live a self-directed life, and strive
to reach their full potential.

Guidingg Principles
p of Recovery:
y
*
*
*
*
*
*
*
*
*
*

Recovery is person-driven.
Recovery occurs via many pathways.
pathways
Recovery is holistic.
Recovery is supported by peers and allies.
Recovery is supported through relationships
and social networks.
Recovery is culturally based and influenced.
influenced
Recovery is supported by addressing trauma.
Recoveryy involves individual,, family,
y, and
community strengths and responsibility.
Recovery is based on respect.
R
Recovery
emerges from
f
hope.
h

 More

in policy: “Behavioral case
management:
◦ Promotes recovery;
◦ Maintains community tenure; and
◦ Assists individuals in accessing services for
th
themselves.”
l
”

Love this statement in the policy


Per p
policy:
y “This model assists individuals
in identifying and securing the range of
resources, environmental and personal,
p
needed to live in a normally
p
wayy in the community.”
y
interdependent

CM service plan development
is billable.
b ll bl


The policy
Th
li states: “The
“Th individual
i di id l plan
l off care
must be developed with participation by, as well
as, reviewed
i
d and
d signed
i d by
b the
h member,
b the
h
parent or guardian (if the member is under 18),
the
h behavioral
b h i l hhealth
l h CM,
CM and
d a LBHP as
defined at OAC 317:30-5-240” for it to be
compensable
bl

Licensed Behavioral Health Practitioner’s
Role in CM


In order to obtain an authorization for
case management, the LBHP needs to
complete a BH assessment.



This is a requirement for anyone to
receive Medicaid compensable services.

As a case manager you may not be able to change the
world, but you can change the world for one person.

Service Plans
“The
The service plan must include general goals and
objectives pertinent to the overall recovery
needs of the member.
member”
 It is OK for the service plan to be written in
the member’s
member s words.
words
 It needs to be a therapeutically meaningful
process ffor the
h member.
b It
I is
i the
h member’s
b ’ plan
l
and it is being developed for them.


“If you give a man a fish he eats for a
day, teach them how to fish and they
eat forever”

SoonerCare reimbursable behavioral health
case management services include the following:
( ) Gatheringg necessaryy psychological,
(I)
py
g
educational, medical, and
social information for the purpose of service plan development.
(II) Face-to-face meetings with the member and/or the
pparent/guardian/family
g
y member for the implementation
p
of
activities delineated in the service plan.
(III) Face-to-face meetings with treatment or service providers,
necessaryy for the implementation
p
of activities delineated in the
service plan.
(IV) Supportive activities such as non face-to-face communication
with the child and/or pparent/guardian/family
g
y member.
(V) Non face-to-face communication with treatment or service
providers necessary for the implementation of activities
delineated in the service plan.
p

Specific Case Management Activities
◦
◦
◦
◦
◦
◦
◦
◦
◦

Needs Assessment
Service Plan Development
Referral
Linkage
Advocacy
Follow-up
Monitoring
Outreach
Crisis Diversion

New as of 3/3/2010
Crisis diversion (unanticipated,
(unanticipated unscheduled
situation requiring supportive assistance, faceto-face or telephone
telephone, to resolve immediate
problems before they become overwhelming
and severely impair the individual
individual'ss ability to
function or maintain in the community) to assist
member(s) from progression to a higher level of
care.

Case management crisis diversion is different
than crisis intervention.

317:241.4-241.4 Crisis
317:241.4Intervention
I
i [Issued
[I
d 04
04--01
01--09]
(1) Definition. Crisis Intervention Services are for the purpose of responding to
ac te beha
acute
behavioral
i ral orr em
emotional
ti nal dysfunction
d sf ncti n as evidenced
e idenced bby psychotic,
s ch tic suicidal,
s icidal
homicidal severe psychiatric distress, and/or danger of AOD relapse.The crisis
situation including the symptoms exhibited and the resulting intervention or
recommendations must be clearly documented.
(2) Limitations. Crisis Intervention Services are not compensable for SoonerCare
members who reside in ICF/MR facilities, or who receive RBMS in a group home
or Therapeutic Foster Home. CIS is also not compensable for members who
experience acute behavioral or emotional dysfunction while in attendance for
other behavioral health services, unless there is a documented attempt of
placement in a higher level of care.The maximum is eight units per month;
established mobile crisis response teams can bill a maximum of sixteen units per
month, and 40 units each 12 months per member.

New as of 3/3/2010
(VIII) Transitioning from institutions to the community. Individuals
(
(except
individuals
d d l ages 22 to 64 who
h reside
d in an institution ffor
mental diseases (IMD) or individuals who are inmates of public
institutions) may be considered to be transitioning to the
community during the last 60 consecutive days of a covered,
covered
long-term, institutional stay that is 180 consecutive days or
longer in duration. For a covered, short term, institutional stay of
less
ess than
t a 180
80 consecutive
co secut ve days,
ays, individuals
v ua s may
ay be co
considered
s e e to
be transitioning to the community during the last 14 days before
discharge. These time requirements are to distinguish case
management services that are not within the scope of the
i i i ' di
institution's
discharge
h
planning
l i activities
i i i ffrom case management
required for transitioning individuals with complex, chronic,
medical needs to the community.

Transition Case Management






Excludes individuals ages 22 to 64 who are on a
psychiatric inpatient unit (IMD) or inmates of
public institutions.
Individuals may be considered transitioning the
last 14 days before discharge of a stay that is
less than 180 consecutive days.
days
Individuals may be considered transitioning the
last 60 days of a covered
covered, long-term institutional
stay that is 180 days or longer in duration.

Exclusions


SoonerCare members who reside in
nursing facilities, residential behavior
management
g
services, group
g p or foster
homes, or ICF/MR's may not receive
SoonerCare compensable
p
case
management services.



This includes DHS and OJA children who
are in their custody.
custody

Case Management Indirect
S
Services:
i
With regard to the TCM rates, CMS has shown a trend across
g
in the
states of not reimbursingg for “indirect case management”
situations where the case manager spends time preparing the
actual assessment document and the service plan paperwork.
 Our state plan does refer to “indirect case management” but those
services are intended for the time that the case manager is not face
to face with the actual client, but is spending time speaking with
family members, other health care providers, etc. that can provide
information about the client. These research activities are
considered reimbursable.
reimbursable
 The model assumptions upon which the rate is based include 10%
for administrative and/or management costs. This accounts for
overhead and the other administrative duties such as the time it
takes to prepare the assessment and/or service plan documents.
documents


Case Management Travel Time:
With regard to the question on travel time, when
the rate was re-calculated,
re calculated travel time was built
into the average length of face to face time spent
with a member (i.e. the rate assumes that the
case manager will
ill spend
d some amountt off time
ti
traveling to the member for the face to face
service). The case manager should only bill for
the
h actuall face
f
to face
f
time
i
that
h they
h spend
d with
ih
the client providing actual CM services & not bill
for “windshield time”. This would be considered
duplicative billing since the rate assumes the
travel component already.

Reimbursable case management does not
i l d
include:
( ) pphysically
(I)
y
y escortingg or transporting
p
g a member to scheduled
appointments or staying with the member during an
appointment; or
((II)) monitoringg financial goals;
g
or
(III) providing specific services such as shopping or paying bills;
or
((IV)) deliveringg bus tickets, food stamps,
p money,
y etc.; or
(V) services to nursing home residents; or
(VI) counseling or rehabilitative services, psychiatric assessment,
or discharge;
g ; or
(VII) filling out forms, applications, etc., on behalf of the member
when the member is not present; or
((VIII)) fillingg out SoonerCare forms,, applications,
pp
, etc.,, or;;
(IX) services to members residing in ICF/MR facilities.

From p
policy:
y The relationshipp between the member
and the behavioral health case manager is
y collaboration, and
characterized byy mutuality,
partnership.

Remember: It is your job to empower them not
to enable them!

Documentation of records


All behavioral health case management services rendered must be reflected
by documentation in the records. In addition to a complete behavioral health
case management service plan documentation of each session must include,
but is not limited to:
(1) date;
(2) person to whom services are rendered;
(3) start and
d stop times
i
for
f eachh service;
i
(4) original signature of the service provider
(5) credentials of the service provider;
((6)) specific
p
service plan
p needs,, ggoals and/or objectives
j
addressed;;
(7) specific activities performed by the behavioral health case manager on
behalf of the member related to advocacy, linkage, referral, or monitoring
used to address needs, goals and/or objectives;
((8)) pprogress
g
or barriers made towards goals
g
and/or objectives;
j
(9) member (family when applicable) response to the service;
(10) any new service plan needs, goals, and/or objectives identified during the
service; and
((11)) member satisfaction with staff intervention.

Primary Care Physicians


Network with p
physician’s
y
offices. Let
them know that you are available to assist
them with anyone
y
who needs BH
services. We are encouraging physicians
to routinelyy screen for psychiatric
py
problems: substance misuse, abuse,
dependency,
p
y emotional and other
behavioral health problems.

What Irks Primary Care Physician
No responses back when they refer a patient.
 Long responses that use mental health jargon.
 Lack of explicit
p
recommendations theyy can act
on.
 No response
p
to a medical record/release of
information request.
 Long delays in getting the patient seen for an
initial consult.


Medicare's 8 Minute Rule
Actual
Time

8 Minute Rule
Minimum and Maximum Times

1 unit
it =

15

8 minutes
i t tto 22 minutes
i t

2 units =

30

23 minutes to 37 minutes

3 units =

45

38 minutes to 52 minutes

4 units =

60

53 minutes to 67 minutes

5 units =

75

68 minutes to 82 minutes

6 units =

90

83 minutes to 97 minutes

7 units =

105

98 minutes to 112 minutes

8 units =

120

113 minutes to 127 minutes

9 units
it =

135

128 minutes
i t tto 142 minutes
i t

10 units =

150

143 minutes to 157 minutes

11 units =

165

158 minutes to 172 minutes

12 units =

180

173 minutes to 187 minutes

Units

Questions,
Q
i
comments??



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