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Medicaid Home and Community Based Care Resources Mary Beth Ribar Technical Director in Division of Community Systems Transformation Centers for Medicare & Medicaid Services (CMS) Bob Connolly CMS Consultant Presentation Topics • MDS 3.0 Section Q Context o Importance to State Veterans Homes (SVH) and Veterans in Community nursing homes • Overview: Medicaid & AoA Transitions and Community Resources • MDS 3.0 Content and How it Works • Case Discussion using Veterans Directed Home and Community Based Services (VDHCBS) • AoA/CMS/VA Federal Transition Workgroup • Transition Resources Guide • SVH Resident Employment Resources Minimum Data Set (MDS) 3.0 Section Q 2 Progress Is Being Made By States To Balance Long Term Care Service Delivery • In 2003, 67% of Medicaid LTC expenditures were for institutional services and 33% were for community based services. • In 2008, 57.3% of Medicaid LTC expenditures were for institutional services (NF and ICF-MR), and 42.7% were for community-based services. • In 2012, the Veterans Administration has a 80% to 20% Institution to community service expenditures Minimum Data Set (MDS) 3.0 Section Q 3 ADA and Olmstead Decision Important progress has been made in the last 20 years so that individuals have more choices, care options, and available supports to meet care preferences and needs in the least restrictive setting possible. o Legislation such as the Americans with Disabilities Act (1990) and the Olmstead Supreme Court Decision (1999). “Individuals have a right to receive care in the least restrictive (most integrated) setting and that governments have a responsibility to enforce and support these choices. An individual in a nursing home can choose to leave the facility at any time.” Minimum Data Set (MDS) 3.0 Section Q 4 Overview: Medicaid & AoA Transitions and Community Resources • Balancing Incentive Payment Program • Money follows the Person (MFP) • Aging and Disability Resource Centers (ADRC) • Collaborations AoA, CMS, and Veteran’s administration (VA) Minimum Data Set (MDS) 3.0 Section Q 5 Money Follows the Person (MFP) Transition individuals to the community From Institutional Long-Term Care Settings Rebalance the long-term care system by: Eliminating barriers to HCBS and transitioning from Institutional settings Increasing availability of and access to Home & Community Based Services Minimum Data Set (MDS) 3.0 Section Q 6 MFP: Extended through 2019, 43 States and DC, new Solicitation in February, 2012 Minimum Data Set (MDS) 3.0 Section Q 7 MFP/ADRC Supplemental Funding • 2010, (25 States) up to $400,000 for MFP and ADRC to MFP Grantees to work with ADRCs, build processes & partnership & utilize MDS 3.0 Section Q • States eligible for the 2012 ADRC Supplemental Funding Opportunity: CO, FL, GE, HI, ID, IL, ME, MA, MISS, MN,NV, NJ, NM, OH, RI, SC, TN, VT, WV • MFP States will submit with budget in early 2012, approved by April of 2012 Minimum Data Set (MDS) 3.0 Section Q 8 ADRCs – Six Domains: VA is contracting with some Information & Referral • Outreach and marketing to all ages and income levels, web-based searchable database, systematic I&R, followup Care Transitions • Formal agreements and protocols with hospitals, nursing homes and other health providers to facilitate transitions, serve as Local Contact Agency for MDS 3.0 Section Q Options Counseling • Standards and protocols, short-term crisis support to prevent institutionalization, planning for future needs, follow-up Targeting/Partnerships • Capacity to serve all ages and types of disabilities, formal partnerships with key agencies, regular consumer input and involvement Minimum Data Set (MDS) 3.0 Section Q Streamline Eligibility • Uniform intake and screening processes, financial and functional elig. determined on-site or through seamless referral, tracking and follow-up on all applications Quality Assurance • Adequate staffing and IT to support all program functions, CQI plan and procedures, state and local level tracking of performance and outcomes 9 ADRC Location and Service Areas, February 2012 Indicates ADRC Service Area States and Territories with Open ADRCs = 50 (Note: ID, MI, NE are planning/redeveloping ADRC programs) % of population covered by ADRCs 61.5% Total number of ADRC sites 414 Minimum Data Set (MDS) 3.0 Section Q 10 MDS 3.0 Section Q How it works? MFP & Community Care Referrals: Nursing Home (NH) Minimum Data Set (MDS) • MDS 3.0: functional assessment instrument administered to all residents of all Medicare/Medicaid certified US nursing homes (already Implemented in Most SVHs) Minimum Data Set (MDS) 3.0 Section Q 12 April 2012 Revised Q0500B Return To Community Question For Admission, Quarterly, and Annual Assessments. Q0500. Return to Community B. Ask the resident (or family or significant other if resident is unable to respond): “Do you want to talk to someone about the possibility of leaving this facility and returning to live and receive services in the Enter community?” Code 0. No 1. Yes 9. Unknown or uncertain Minimum Data Set (MDS) 3.0 Section Q 13 Nursing Home Minimum Data Set (MDS) Section Q: • • • • Section Q asks resident if they would like to talk with someone about the possibility of returning to live in the community If resident says yes-they are referred to local contact agency (LCA); LCA provides information and works with resident and NH to determine if community supports and services are available NH is still responsible for traditional discharge planning LCA assists with: housing, personal care assistance, employment, community integration, transportation, and/or assistive technology • Gap in knowledge between VA and nursing home staffs as far as eligibility and availability of services Minimum Data Set (MDS) 3.0 Section Q 14 Section Q: New Opportunities for Discharge Planning Collaboration Meaningfully engages residents in their discharge planning goals. Directly asks the resident if they want information about long-term care community options. Promotes linkages and information exchange between nursing homes, local contact agencies, and communitybased long-term care providers. Promotes discharge planning collaboration between nursing homes and LCAs for residents who may require medical and supportive services to return to the community: SVHs,CLCs, can work with LCAs Minimum Data Set (MDS) 3.0 Section Q 15 MDS-Section Q and Local Contact Agencies (LCAs) • Section Q provides resources to resident and NH from local contact agencies (LCAs) for information and transition planning • Each State develops own process and designates a LCAs for every NH to process transition referrals • LCAs assist resident and NH with transition planning: housing, personal care assistance, transportation, employment, formal and informal supports Minimum Data Set (MDS) 3.0 Section Q 16 Local Contact Agencies LCAs can be: • Center for Independent Living (CIL) • Area Agency on Aging (AAA) • Aging & Disability Resource Center (ADRC) • Money Follows the Person program (MFP) • Developmental Disabilities Administration • Mental Health Administration • Mix of these • State’s Department of Aging • Other Minimum Data Set (MDS) 3.0 Section Q 17 Transition Referral Process NH Resident MDS 3.0 Request Community Discharge following Transition Plan LCA Speaks With Resident, Family & NH staff Community Referrals with Medicaid Payment If yes, initiates transition plan If Medicaid eligible , uses MFP & HCBS Resources If Non-Medicaid, uses No Wrong Door ADRC or Community Resources Community Referrals with Private or Alternaive Payment Minimum Data Set (MDS) 3.0 Section Q 18 Emerging Step-by-Step Transition Models - MFP Emerging Step-by-Step Transition Models - MFP PLACEHOLDER for MFP Step by Step Flow – Emerging Step-by-Step Transition Models - MFP PLACEHOLDER for MFP Step by Step Flow – AoA, CMS & VA Community Transition Partnership History • Feb. 2011: Speeches by Dr. Jim Burris and Dan Scheops at the CMS and AoA National Grantee Meeting highlighted Federal mutual interests and goal • June 30, 2011: AoA/CMS/VA Workgroup teleconference initiated • October 2011: VA implements MDS 3.0 and many State Veterans Homes (SVHs) already use MDS 3.0 & Section Q return to community requirements Minimum Data Set (MDS) 3.0 Section Q 22 Why is the AoA/VA/CMS Partnership Important? • Uses Person –Centered Transition Planning for Veterans in NHs and SVHs who say that they would like to talk to someone about the possibility of returning to the community • Aligns communication channels, resources and eligibility determinations • Seeks solutions for Veterans different with different eligibility o VA & Medicaid, Partial VA & Medicaid, private/selfpay, homeless, etc. Minimum Data Set (MDS) 3.0 Section Q 23 AoA, CMS, & VA Workgroup Goals • Use MDS 3.0 Section Q to provide Veterans information and assistance with available community resources to transition back to the community • Provide wrap-around services for a Veteran in conjunction with their full, partial, or no VA benefits • Coordinate roles for State and local community supports and services to assist Veterans. Minimum Data Set (MDS) 3.0 Section Q 24 VA/AoA/CMS Transitions Workgroup Members Agency Representatives VA Dan Schoeps, Nancy Quest, & Patrick O’Keefe Representatives: Steve Matune, National Association of State Veterans Homes President Linda Schwartz, National Association of State Directors of Veterans Affairs President CMS Alice Hogan, Mary Beth Ribar & John Sorensen and MFP Terry Moore OH; CMS Consultants: Bob Connolly and Dann Milne AoA Joseph Lugo VA Directed Care Representatives: Steve Thovson MN CIL Thomas Wilson & Richard McGhee AoA TX Minimum Data Set (MDS) 3.0 Section Q 25 AoA/CMS/VA Outcomes • VA is creating a Points of Contact (POC) List to share with LCAs, MFPs, ADRCs, SVHs, etc. staffs • VA/CMS/ADRC Workgroup developed Section Q Resource List for VA and LCA staffs describing MFP, LCA, ADRC, SVH and Veterans Extended Care Services roles, POCs and key resource websites. • VA is partnering with AoA through ADRCs to provide services to veterans paying privately or without VA and Medicaid benefits (i.e., housing, part-time job or other community supports) Minimum Data Set (MDS) 3.0 Section Q 26 SVH Local Partnerships Are Critical! • Person centered care and Veteran and Resident choice values are shared by all agencies, payers and providers • Siloed care doesn’t work so SVHs must utilize your Medicaid, MFP, LCA, ADRC, AAA and other community partners • SVHs must duplicate the federal partnership locally to better serve Veterans Minimum Data Set (MDS) 3.0 Section Q 27 Case Examples Veterans Directed Home and Community Based Services NH Prevention Case Example 1 Darvin - 83 year old naval veteran from WW II in late stage Alzheimer’s Disease and had several other medical issues facing nursing home admission because his 75 year old wife could not care for him • SDHCBS Plan o 65 hours per week personal care attendants o Medical equipment supplied and paid by VA and Medicare o “Care for the Person with Dementia” and “Family Caregiver: Physical Skills” for Family members o Hospice care paying not only attendants but family members. Darvin died at home surrounded by his loved ones as he wished. Minimum Data Set (MDS) 3.0 Section Q 29 NH Prevention Case Example 2 Joe - 69 year old Staff Sargent with ALS (Amyotrophic lateral sclerosis) also known as Lou Gehrig's disease. The disease and his dependence on others was robbing him of his independence. • SDHCBS Plan o 45.9 hours personal care attendants per week, which is his budget o Home modifications and a lift, and electric wheelchair o Computer devices to “talk” and turn on the TV or appliances with his eyes o VA Nurse visits weekly and by VA nurse practitioner as needed. o Telemedicine Connection to VA Clinic regarding vitals take by attendants o InteractiveTV at VA Clinic Sioux Falls counselor for depression The case manager said Joe took her hand in his weakened hand and with tears in his eyes said: “Thank you. You have no idea” Minimum Data Set (MDS) 3.0 Section Q 30 In-Process NH Transition Case Example 3 Phil is a 30 year old Operation Iraqi Freedom resides in a VA hospital after IED injuries including shrapnel piecing the frontal lobe of his brain and an amputation of one of his legs. His wife divorced him. He has a cognitive impairment however that manifests itself by late payment of bills, forgetting to buy groceries, complete personal hygiene, cook meals or eat. Transition Steps o Since SDHCBS funds are exhausted, Phil is afraid he will have to be placed in a Nursing facility or assisted living facility with “old people.” o Seeking ADRC resources for his IADL, ADL, and financial management needs o Communicating with Texas Community Living Programs to be proactive o Encouraging Brain Trauma team to think outside the box to locate VA paid resources Minimum Data Set (MDS) 3.0 Section Q 31 NH Transition Case Example 4 Anna - 93 year old WW II Army Nurse with Alzheimer's required transition services after skilled nursing facility stay for a broken hip and a hip replacement. Her niece wanted her to live with her but works full time. SDHCBS Plan o 35 hours a week of personal care attendant with her niece providing care on weekends o “Care for the Person with Dementia” and “Family Caregiver: Physical Skills” training for niece and paid caregiver through Central Texas Center for Caregiver Excellence “Anna remains in that home and is now 93 years old and not in a nursing home.” Minimum Data Set (MDS) 3.0 Section Q 32 Ohio Medicaid & SVH Transition Partnership Initial Steps and Strategies Ways Ohio SVH & Medicaid Can Partner • Ohio is one of 23 SVH states without Medicaid payment for their nursing home care and are not eligible for MPF funding • Ohio is considering the following ways to partner without MFP o Use Ohio MDS 3.0 data to help the SVH and VA profile and understand transition candidates o Link MDS data to Statewide Ohio/VA PARIS (Public Assistance Reporting Information System) to determine their community living o Utilize OH’s LCA for SVH and community VA transition referrals o Provide MFP and LCA education to VA and SVH staffs o Explore mental health resources for the homeless and mentally ill revolving door Veterans in SVHs and community NHs. Minimum Data Set (MDS) 3.0 Section Q 34 MFP & Employment Additional Resources to Veterans MFP and Employment • Each state is set up differently • Check with your local One Stop Centers operated by Dept of Labor http://www.careeronestop.org/reemployment/jobsearchhel p/changecareers/findcareeronestopcenter.aspx • MFP Technical Assistance Website www.mfp-tac.com for employment resources • Medicaid Employment Supports –Medicaid recipients only http://aspe.hhs.gov/daltcp/reports/2011/supempFR.htm • Check with your local Vocational Rehabilitation (VR ) agency www.rsa.gov for contact info in your state Minimum Data Set (MDS) 3.0 Section Q 36 Veterans who want to work: Vocational Rehabilitation (VR) Role? • If an individual is not Medicaid eligible and not eligible for VA employment services due to disability rating, then refer yourself to a local VR agency and or to a local One Stop Center • VR can provide employment expertise, guidance, and TA to MFP Project Director(s) and MFP employment specialists. VR can assist MFP states in bridging community workforce partners on availability and access to VR services, job training, job supports, accommodations and other employment related needs and services-comparable benefits Minimum Data Set (MDS) 3.0 Section Q 37 Employment Resources (Continued) • If the Veteran receives SSA/SSDI, check with Local SSA/VR agencies regarding Ticket to Work Incentives http://www.socialsecurity.gov/pubs/10061.html • CMS MFP Website www.cms.gov/CommunityServices/20_MFP.asp • CMS Employment subject matter experts: o o [email protected] [email protected] Minimum Data Set (MDS) 3.0 Section Q 38 Section Q Information and Comments E-mail questions or comments to:[email protected] http://www.medicaid.gov/Medicaid-CHIPProgram-Information/By-Topics/Long-TermServices-and-Support/Balancing/MoneyFollows-the-Person.html Section Q webpage o Amended Questions and Answers o MDS Section Q Pilot Test report (June 2011) o State LCA Point of Contact List Minimum Data Set (MDS) 3.0 Section Q 39