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Strengthening Relationships Between Primary Care and Behavioral Health Mary Jean Mork, LCSW Neil Korsen, MD, MSc April 17, 2009 Outline of Presentation Who are we and where do we come from? – Our model The importance of team The Culture Clash challenge Communication Levels of Integration How to improve Where are you? Objectives Attendees will: 1. Be able to identify their level of integration 2. Describe steps they can take to increase their level of integration 3. Articulate components of effective communication for integrated practice Mental Health Integration in Maine MaineHealth Members and Affiliates PenBay MaineGeneral Stephens Memorial St. Andrew’s St. Mary’s Miles Memorial Spring Harbor Maine Medical Center Midcoast SMMC Primary Care and Mental Health Primary Care • Multi-site Practices • • Hospital-owned Practices • Residency Practice • • Solo Private Practice • • FQHC look-alike • Rural Health Clinics • Mental Health Medical Center Outpatient Psychiatry Hospital-owned Behavioral Health Community Mental Health Centers Consumer Case Management Agency Primary Care Medical Home Specialty Mental Health Standardized Assessment & Risk Stratification Support for Behavioral Change Mental Health Treatment & Consultation Care Management Community Resources e.g., NAMI Team building Our integrated faculty team Medical Director – Family Physician Program Managers LCSW Educator with health science background Psychiatrists Child Adult Administrative Professional Mental Health Integration: Team Roles Mental Health Specialist Diagnose, Treat Primary Care Provider Support Staff Screen, Diagnose, Treat Care Manager Follow up, Family Adherence Patient Education Patient and Family Psychiatrist Or APRN Consult, Train NAMI Community Resources Family Support Who needs to build relationships? Program staff (with each other) Program staff and participating organizations Primary care and mental health administrators Primary care team, mental health provider, care manager The foundation of teamwork is interpersonal relationships Relationship building: MHI faculty role Get people together – learning sessions, conference calls, site visits, listserve Facilitate the conversation Listen Provide knowledge and tools Be encouraging Never give up! Relationships with Patients: The Benefit of Integration and Collaboration? Patients who: Experience their life problems as “medical” Have not been socialized to the concept of “emotional distress” or to the idea of therapy Feel blamed by a referral to Mental Health Feel abandoned by a referral to Mental Health Patients dealing with behavioral or emotional aspects of medical conditions High risk populations People with chronic illnesses or chronic pain People with a disability Kids with school, sleep or behavior problems People with persistent somatic complaints and negative medical work-up Patients in Integrated Care compared to Specialty Mental Health More likely to be first mental health contact Less psychologically “sick” Less likely to define themselves as impaired Require fewer visits Primary Care and Mental Health: The Culture Clash Challenge Mental Health Specialist in Primary Care: How about those differences? Mental Health Specialist in Primary Care: Other Differences Primary Care Mental Health Pace 15 minute appointment 50 minute sessions Setting An exam room A living room Language Diagnosis, medical terminology, complaints Assessment, mental health terminology, issues Hierarchy Clear – Dr. in charge Diffuse – Administrator in charge with med director Flow Flexible patient flow Scheduled client flow Levels of Integration Improving Relationships at Every Level Levels of Integration Level of Integration Attributes Minimal Collaboration I Separate site & systems Minimal communication Basic Collaboration from a distance II Active referral linkages Some regular communication Basic Collaboration on site III Shared site; separate systems Regular communication Collaborative Care partly integrated IV Shared site; some shared systems Coordinated treatment plans Regular communication Fully Integrated System V Shared site, vision, systems Shared treatment plans Regular team meetings Modified from Doherty, McDaniel, and Baird - 1996 What is your level of integration? What is keeping you from getting to the next level? Is there one thing you could do soon, that would enable you to get to the next level? Level One: Starting to Connect Ask your clients about their primary care/mental health provider and get a release Identify patients who could use better coordination – contact their providers Contact key providers in your area Those treating your most complex clients Those treating a group of your patients Level Two: Building on Basic Collaboration Garner invitation to staff meeting Identify clear processes and expectations around communication What should they expect to get from you? What do you need to hear from them? How can you share information better? Level Three: Sharing More than Space Set up regular times to “meet” Clarify expectations around communication & treatment coordination Begin to “share” processes, e.g., scheduling Work out record-sharing Define team relationships Level Four: Increase the Integration Clarify team mission and roles Formalize team expectations – when to meet, what to share, etc. Set up streamlined processes for communication and treatment coordination Develop ways to learn from each other Celebrate successes Level Five: Maintaining & Continuously Improving Set up formal and informal learning opportunities Maximize use of staff meetings, case conferences, huddles, and hand-offs Always work on improving relationships – both within the team and the larger community Remember that the patient is the focus of the work Communication between Physician and MHP Information Exchange between Providers At any level Confidentiality fosters splitting Blanket information release with the goal of enhancing collaborative care In a Co-located – Integrated Practice “Curbside consultations” Behavioral health rounds Take the clinician conversation into the exam room Use words that do not require a physical or psychosocial definition of the problem When might the MHP be useful? Think SSRI: Situation Skill-set Relationship Indicators or outcomes Certificate Program in Primary Care and Behavioral Health. Department of Family Medicine and Community Health, University of Massachusetts Medical School. Alexander Blount, EdD, Director Example “I’d like to have my colleague, Ms. Peterson, work with us to help you figure out ways to reduce your stress in the evenings. She has a great deal of experience helping parents come up with bedtime routines. I think that if your kids went to bed better, you would be less stressed, and your headaches might be reduced. What do you think?” Successful Communication with Primary Care Note specific information from the patient/client that might effect treatment Describe the specific indicators and how they have changed Share what the patient/client reports as meaningful Discuss how the Physician and Mental Health Clinician can work together on the treatment Example “I met with Ms. Brown and she agrees that she gets as “wound up” as her kids at night. We came up with some calming bedtime activities for the whole family and she agreed to try this for two weeks and report back to us on whether her headaches are reduced with her “winding down” routines. She also agreed to take her medication as prescribed during this time.” Partnership Development Partnership development Describe your mh/pc partnership when you began mental health integration – how did it feel? Use 1-2 word descriptions Beginning Stage - quotes Part I Disconnected Skeptical Impatient Optimistic Hopeful Eager Fortunate Partnership development Describe your mental health/primary care partnership at 3-6 months how did it feel? Use 1-2 word descriptions Middle Stage - quotes Matching faces to names More comfortable Continuing the work Still learning Frustrated (e.g., over credentialing) Challenged by the details Impressed with the accomplishments Part II Partnership development Describe your mental health/primary care partnership now (12-18 months) – how does it feel? Use 1-2 word descriptions Mature Stage - quotes Comfortable In sync Efficient Work is rewarding Model is sustainable Very excited and impressed Mission driven as a team Not yet done Helpful to people being served Crucial – can’t live without it Fragile Fred and Eleanor