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BROKERAGE DESIGN GUIDE A ROAD MAP FOR ESTABLISHING A BROKERAGE FOR - PowerPoint PPT Presentation

HOME & COMMUNITY-BASED SERVICES BROKERAGE DESIGN GUIDE A ROAD MAP FOR ESTABLISHING A BROKERAGE FOR HOME AND COMMUNITY - BASED SERVICES Brenda Schmitthenner Rene Sherrill County of San Diego, Aging & Independence Services COUNTY OF SAN


  1. HOME & COMMUNITY-BASED SERVICES BROKERAGE DESIGN GUIDE A ROAD MAP FOR ESTABLISHING A BROKERAGE FOR HOME AND COMMUNITY - BASED SERVICES Brenda Schmitthenner Renée Sherrill County of San Diego, Aging & Independence Services

  2. COUNTY OF SAN DIEGO, AGING & INDEPENDENCE SERVICES A I S CALL CENTER/ADRC RSVP, Veterans Senior Dining Care Mgmt IHSS APS Health Promotion & Adult Day Care Ombudsman Info & Assistance Home- Caregiver Support Project Care Outreach & Education Delivery Care Transitions PA/PG/PC Senior Team INTERGENERATIONAL

  3. FRAGMENTED SYSTEM OF CARE

  4. COORDINATED, PERSON-CENTERED SYSTEM OF CARE

  5. LONG TERM CARE INTEGRATION PROJECT  Began 1999  Today over 800 stakeholders  Established mission, vision, goals  Three strategies TEAM SAN DIEGO

  6. SAN DIEGO CARE TRANSITIONS PARTNERSHIP TRANSFORMING CARE ACROSS THE CONTINUUM A partnership between HHSA/AIS and Palomar Health, Scripps Health, Sharp HealthCare and UC San Diego Health System (13 hospitals)

  7. CARE ENHANCEMENT PROGRAM FROM THIS…. TO THIS… In-Home Services Primary Acute Care Hospital Meals Patient CBAS Service Medical Transit Specialty SNF AIS provides critical social support services through referral or direct provision to reduce the risk of a readmission.

  8. COORDINATED CARE INITIATIVE (CCI) Cal MediConnect Medi-Cal Managed Long-Term (Duals Demonstration) Services and Supports (LTSS) What : Optional enrollment into 3-year What : Mandatory enrollment into a demo program for coordinated Medi-Cal health plan for all Medi-Cal Medicare and Medi-Cal benefits benefits, including LTSS and Medicare through single delivery system. wrap-around benefits. Who : About 56,000 dual eligibles in Who: About 64,000 Medi-Cal beneficiaries, San Diego. including dual eligibles.

  9. COORDINATED CARE INITIATIVE (CCI) LONG TERM SERVICES & SUPPORTS In-Home Supportive Services (IHSS) Multi-purpose Senior Services Program (MSSP) Community-Based Adult Services Nursing Home Care

  10. CCI/CAL MEDICONNECT THE COUNTY’S ROLE In-Home Supportive Services (IHSS) - 25,000 Executed an MOU with the Health Plans to support the provision of IHSS as a managed care benefit. Drafted an IHSS Coordination Guide. Multipurpose Senior Services Program (MSSP) - 550 Executed a contract with the Health Plans for the provision of MSSP Waiver Services to Plan Members. Drafted an MSSP Coordination Guide. Behavioral Health Se rvices (BHS) Executed an MOA with the Health Plans for the provision of Behavioral Health Services (specialty mental health and alcohol and drug services not covered by Medicare).

  11. BEYOND THE STATE & CMS REQUIREMENTS CARE PLAN OPTION SERVICES  Case Management  Care Transitions  Home & Community-Based Services (HCBS)

  12. AN OPPORTUNITY Brokerage HCBS Providers Healthcare Provider Can include expert assessment 1call… … Numerous services & short term service coordination HCBS Providers Brokerage Healthcare Provider …One invoice Numerous bills…

  13. THE CASE STUDY EARLY ANALYSIS: AIS & ADRC  Identified the need  Identified users and others who would be interested or benefit  Designed two potential models  Assessed models  Identified requirements to ramp up  Identified and prioritized resolution of unknowns

  14. THE CASE STUDY SCAN FOUNDATION GRANT  The project was supported by a grant from The SCAN Foundation ‐ advancing a coordinated and easily navigated system of high ‐ quality services for older adults that preserve dignity and independence.  For more information, visit www.TheSCANFoundation.org.

  15. THE CASE STUDY THE HCBS BROKERAGE DESIGN TEAM  Collaborative Consulting  Local executive level thought leaders  Healthcare providers and payers  HCBS providers  Aging & Independence Services representatives

  16. HCBS BROKERAGE DESIGN GUIDE GUIDE OBJECTIVES  Outline potential models  Provide considerations for brokerage development and implementation  Use San Diego County case study to illustrate the concepts  Not be prescriptive

  17. BROKERAGE DESIGN PROCESS OVERVIEW Step 1: Design the Service Model Step 2: Identify the Requirements Step 3: Assess Viability Step 4: Select the Business Model Step 5: Resolve Unknowns Step 6: Implement!

  18. STEP 1: DESIGN THE SERVICE MODEL  Existing State  Unit of Service  The Customer Experience – Service Delivery  Model A | Model B  The Value Added - The Early Business Case  Unknowns

  19. STEP 2: IDENTIFY THE REQUIREMENTS Start Up (workspace & infrastructure) dit and Compliance Au   Billing Workforce Au  dit and compliance Legal and Contracting  Legal and contracting Technology sk Ri  sk management Ri Management  Unknowns Finance  

  20. STEP 3: ASSESS VIABILITY  Market Analysis of Community Readiness  Environmental Scan of Current Solutions  Financial Viability Assessment  Unknowns

  21. STEP 4: SELECT THE BUSINESS MODEL  Potential Business Structures  Possible Legal Entities  Limited Liability Company (LLC)  L3C  S-Corp  Tax Exemption - 501 (c) (3)  AAA/ADRC

  22. STEPS 5 & 6: RESOLVE UNKNOWNS & IMPLEMENT!  Resolution of Uncertainties  Marketing Strategy  Implementation Plan

  23. PROJECT OUTCOMES HCBS BROKERAGE DESIGN GUIDE  Submitted to The SCAN Foundation  Posted to the LTCIP website  Distributing widely for communities interested in improving HCBS access

  24. CASE STUDY WHAT WE LEARNED  There is strong support in San Diego County for an HCBS Brokerage  We need to assess potential demand and capacity to meet the demand

  25. QUESTIONS? Brenda Schmitthenner, 858-495-5853 Brenda.Schmitthenner@sdcounty.ca.gov Renée Sherrill, 858-505-6541 Renee.Sherrill@sdcounty.ca.gov

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