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The OPEN MINDS 2021 I/DD Executive Summit: Strategies For The 'Next Normal': Responding To I/DD At The Crossroads

Executive Summit - Sponsored By CapGrow Partners

The OPEN MINDS 2021 I/DD Executive Summit: Strategies For The"Next Normal": Responding to I/DD At The Crossroads, is the “must-attend” summit event for executives at organizations serving people with intellectual/developmental disabilities. It is designed to provide both practical and cutting-edge ideas for executives who are growing their organization despite last year’s turbulence. This information-packed event will include ways to innovate, build efficient service models and business processes, and deliver more effective care, while laying out a clear picture of the future in I/DD services.

Throughout the day, we will hear case study presentations led by executives who will discuss their leadership efforts; review the key competencies I/DD support organizations will need for success; see how innovative technologies are being harnessed to improve care and business processes, and review the viability of mergers, acquisitions, and affiliations.

At the end of the day, we will wrap up with a roundtable discussion, where attendees can dialog with presenters, ask questions about model challenges & opportunities, and discuss perspectives on the future of I/DD care.

Co-chairs:

  • Ray Wolfe, J.D., Senior Associate, OPEN MINDS
  • Peggy Terhune, President & Chief Executive Officer, Monarch & Advisory Board Member, OPEN MINDS

Agenda

  • 8:00 a.m. – 9:00 a.m.: Registration/Breakfast
  • 9:00 a.m. – 9:15 a.m.: Welcoming/Opening Comments
    Kickoff the 2021 Summit with co-chairs Peggy Terhune and Ray Wolfe, Senior Associates at OPEN MINDS, presenting a high-level overview of the I/DD landscape moving into the "next normal".

    Ray Wolfe, J.D., Senior Associate, OPEN MINDS
    Peggy Terhune, President & Chief Executive Officer, Monarch & Advisory Board Member, OPEN MINDS

  • 9:15 a.m. – 10:15 a.m.: The I/DD Landscape: Looking Ahead To The 'Next Normal'
    For an engaging review and look ahead at I/DD service delivery and management post-pandemic, join Victor Armstrong, the North Carolina Division Director of Mental Health, Developmental Disabilities & Substance Abuse Services, as he shares his thoughts on the next crucial issues facing state I/DD services. The question of the day, how these services will be impacted by workforce shortages, social justice, and technology advancements? Mr. Armstrong’s keynote presentation will include details on the care management coordination and social determinants of health initiatives from his home state of North Carolina, and how they are relevant to the I/DD population. The session will highlight what I/DD providers need to think about to prepare for the "next normal".

    The session will:
    • Offer a state-level assessment of I/DD service challenges and urgencies in the "next normal".
    • Detail examples of care program developments impacting the disabled and their families.
    • Present views on I/DD provider priorities post-pandemic.

    Victor Armstrong, Director, North Carolina Division of Mental Health, Developmental Disabilities, & Substance Abuse Services,
    North Carolina Department of Health & Human Services

  • 10:15 a.m. – 10:30 a.m.: Break
  • 10:30 a.m. – 11:30 a.m.: What’s Ahead For State I/DD Programs? A Look At How To Fundamentally Transform The System Of Community-Based Disability Supports.
    In this session, ANCOR chief executive officer Barbara Merrill will share highlights from the organization’s collaborative annual report with United Cerebral Palsy entitled “The Case for Inclusion.” Attendees will learn which states are most successfully promoting inclusion for people with intellectual and developmental disabilities. The 2021 report examines policies that address providers’ immediate needs triggered by the pandemic, policies that supercharge the direct support workforce, and policies fostering innovations that enable better outcomes.

    This session will:
    • Highlight the ways in which providers of community-based I/DD services have been significantly impacted by the COVID-19 pandemic.
    • Take stock of the actions state and federal governments have taken to help ensure the continuity of I/DD services during the pandemic.
    • Discuss concrete policy actions to ensure providers can stay afloat in the "next normal", ultimately to ensure people with I/DD have options and resources for living in the community well into the future.

    Barbara Merrill, Chief Executive Officer, ANCOR
    Donna Martin, M.Ed., Director for State Partnerships and Special Projects, ANCOR

  • 11:30 a.m. – 12:30 p.m.: Innovative Value-Based Contracting & Alternative Payment Models – The Health Plan Perspective
    Join representatives from Centene’s health plans in Kansas and Iowa as they share their perspectives on value-based reimbursement and improving the performance of health plans for individuals with I/DD. Their session will cover I/DD member initiatives, including value-based contracts for competitive employment and for nursing facility and intermediate care facility transitions covering social drivers of health and value-based contracting; an alternative payment model for supporting persons with I/DD and high-risk behavioral needs (Health Home P4P); crisis support initiatives for persons with I/DD and challenging behavior like intensive residential service homes; and psychotropic Medicaid utilization reviews.

    This session will provide:
    • Examples of value-based and alternative payment strategies with I/DD Providers
    • Strategies for supporting persons with I/DD who have complex behavioral needs
    • Strategies for overcoming barriers to successful community placement and employment for persons with I/DD

    Nanette Perrin, Senior Director of Kansas Pathways, RCRS & Social Determinants of Health, Sunflower Health Plan
    Stephanie Rasmussen, Vice President of Long Term Supports & Services, Sunflower Health Plan
    Stephanie Perry, Director of Long Term Care & Support Services, Iowa Total Care

  • 12:30 p.m. – 1:30 p.m.: Lunch & Learn—Sponsored by Netsmart Tools To Improve The Quality Of Life: For You &Those You Serve
    It’s time to acknowledge we have an opportunity for technology to enhance how we deliver care and ensure our support models are sustainable long-term. Join Tricia Zerger, Director of Developmental Services, Danielle Ross, VCIO/Vice President, and Neal Tilghman, General Manager Integrated Care as they review strategies that can improve health outcomes and support people with I/DD to live and thrive in their community.

    This session will provide:
    • Solid and scalable foundation for direct service providers
    • Capabilities beyond your electronic health record - for home and community-based supports
    • A crosswalk to the rest of healthcare

    Tricia Zerger, Director of Developmental Services, Netsmart
    Neal Tilghman, General Manager, Integrated Care, Netsmart
    Danielle Ross, VCIO/Vice President, Netsmart

  • 1:30 p.m. – 2:30 p.m.: Peer Mentor Training For People With I/DD
    Join representatives from Optum’s national behavioral health product team and a leading human services consulting group as they share their efforts to expand peer mentor programs for individuals with I/DD through partnership development and a peer mentor training curriculum pilot.

    This session will provide:
    • Background on peer support within the mental health community and State Medicaid plans.
    • A rationale for peer support for persons with I/DD and examples of current programs.
    • Approach and lessons learned in developing and piloting a peer mentor training program for people with I/DD.
    • A North Carolina perspective on pathways to employment.

    Tracy Sanders, M.Ed., Sr. Director, Medicaid Complex Population Development, Optum Behavioral Health
    Kelly Friedlander, Principal Consultant, Community Bridge Consulting Group

  • 2:30 p.m. – 3:30 p.m.: Beyond The Concept Phase: Using Smart Support Technology To Solve The Problems Facing I/DD Services
    This case study presentation will showcase how LADD, an provider organization in Cincinnati that provides services to adults with disabilities, is using technology-enabled supports, wearable technology, and clusters of community housing to find solutions for the two largest barriers to receiving support: not enough funding and the national staffing crisis. For the last two years, LADD has embarked on the Smart Living Initiative to develop from the ground up an innovative new model for service delivery. During this session participants will begin to understand the methods LADD took to develop this model, some of the initial findings of the first year of data from the pilot, and see videos of this model in action.

    This session will provide:
    • Examples of how smart technology is making life easier for the I/DD population.
    • How the LADD initiative addressed two main support barriers by leveraging innovation.
    • Initial results from the LADD pilot and an understanding on what’s ahead.

    Brian Hart, Chief Strategy Officer, Living Arrangements For The Developmentally Disabled (LADD)

  • 3:30 p.m. – 4:30 p.m.: Executive Roundtable
    Join co-chairs Peggy Terhune and Ray Wolfe and all Summit presenters in an Executive Roundtable where attendees can dialog with the Summit speakers, ask questions about model challenges & opportunities, and discuss perspectives on the future of I/DD care.
1:00 p.m. - 4:15 p.m. PT

How To Optimize Technology: An OPEN MINDS Seminar On Getting The Most Value From Your Technology Investments

Executive Seminar

*This seminar will also be presented virtually on Friday, August 27 at 7:00am PT.

As technology becomes increasingly essential and the range of available technologies and tech-enabled functionality is rapidly growing, organizations are spending more on tech investments. Unfortunately, tech investments often fall short of meeting expectations. However, with proper planning and staff engagement, organizations can position themselves to optimize the value of their tech investments.

In this session, Sharon Hicks, Senior Associate and Kim Bond, Executive Vice President at OPEN MINDS, will discuss what needs to be addressed to ensure your organization is on the path to maximizing your tech investment, including:

  • How to evaluate new technologies for your organization
  • Engaging staff in a best practice technology evaluation process
  • Determining anticipated financial and non-financial return-on-investments for the selected technology
  • Go or No-Go: Moving beyond pilot to full implementation
  • Ensuring implementation success
1:00 p.m. - 4:30 p.m. PT

How To Develop A Successful Marketing Plan: The OPEN MINDS Seminar On Marketing Strategy

Executive Seminar

VIRTUAL ONLY  *This seminar will also be presented in-person on Thursday, August 26 at 1:00pm PT.

A winning marketing plan is a business necessity that every health and human service organization needs – particularly in today’s changing market. However, creating a marketing plan can be a daunting task amidst the shifting environment. In this essential seminar, we will walk through the steps needed to design a successful marketing plan based on your organization’s strategic goals. The following key components will be discussed:

  • Key steps to building a successful marketing strategy and comprehensive plans
  • Essential components to developing a marketing budget, including revenue forecasting, expense budgets, and return on investment
  • Case studies on successful marketing plan development and implementation
1:00 p.m. - 6:00 p.m. PT

Preparing For CalAIM: A Behavioral Health Provider Strategy Summit

By-Invitation-Only Executive Summit

The CalAIM initiative will implement broad reforms to California’s Medicaid delivery system, programs, and payment methodologies. It is intended to reduce system complexity, increase flexibility, improve quality of care, and drive system transformation through the use of value-based initiatives and payment reform. In the multi-year implementation, some of the provisions are slated to go live by January 1, 2022 and the final provisions are projected to go live by 2027.

California’s transformation includes leveraging lessons learned from the state and counties Whole Person Care, Health Homes Program, Coordinated Care Initiative, through integrated approaches for behavioral health, addiction treatment and primary care for complex populations.

In this OPEN MINDS exclusive half day session for California specialty provider organizations, we will hear from health and human services executives and payer system leaders that are trail blazing the transformation effort in the CalAIM new normal.

AGENDA:

1:00 p.m. - 1:30 p.m.: A Current Snap Shot of CalAIM – What We Know

Brief overview and update of CalAIM: Pending phases, new specialty provider organization opportunities for service delivery and next steps.

Presenter: Richard Louis, III, Vice President West Region, OPEN MINDS

1:30pm - 2:30pm: The Health Plan Perspective On The CalAIM Initiative

Gain insight into the health plan perspective on the CalAIM initiative and the new partnership opportunities for specialty provider organizations under CalAIM, as health plans explore integration of wrap-around services into population health strategies to address medical and social determinant health needs of persons with SMI, SED and co-occurring chronic health conditions.

Presenters:
Beau Hennemann, Director Special Programs CA Medicaid – Anthem
Briana Duffy, Market President West, Beacon Health Options

2:30 p.m. - 4:00 p.m.: CalAIM: Community Strategies In The Development & Implementation Of Cross Sector Collaboration Towards Integration – Be Well OC Case Study

Overview of emerging integrated service delivery approaches moving public payers and provider networks towards value-based reimbursement. The Orange County Health Care Agency, one of California’s largest county behavioral health systems, has contracted with Mind OC, Inc to work collaboratively and with community stakeholders to plan for strategies for value-based contracting. Mind OC is a 501(c)3 non-profit organization was created to facilitate Be Well OC, a movement driven by a coalition of over one hundred public/private/faith based/academic institutions united to build a system of Mental Health and SUD Care for all residents of Orange County.

Presenters:
Jeffery Nagel, Ph.D., Behavioral Health Director, Orange County Health Care Agency
John Freeman, Senior Consultant, Operations, Mind OC
Karen Linkins, Chief Operating Officer, Mind OC, Inc.

4:00 p.m. - 5:00 p.m.: Preparing For CalAIM – A Checklist For Specialty Provider Organization Executive Teams

Understanding the administrative tools and organization systems enhancements is essential for provider organization executives in planning, positioning, contracting and developing new service delivery capabilities that will prepare specialty provider organizations for CalAIM system transformation to value-based reimbursement.

Presenter: Richard Louis, III, Vice President West Region, OPEN MINDS

5:00 p.m. - 6:00 p.m.: Networking Reception

If you are interested in attending the summit, please email rlouis@openminds.com.

8:00 a.m. - 9:00 a.m. PT

Executive Networking Breakfast

Networking

Start off the morning with breakfast and networking. Use this time to catch up with colleagues, discuss the day’s upcoming sessions with our team of expert speakers, and meet new people.

9:00 a.m. - 10:00 a.m. PT

A Payer’s Perspective On Crucial Integrated Health Components In The 'Next Normal'

Keynote Address

(Held on-site at the Newport Beach Marriott)
Join Aetna Better Health of California’s Chief Medical Officer, Dr. Rafael Gonzalez-Amezcua, M.D., for an overview of key components of integrated health for effective health care delivery to obtain desired patient and system outcomes. The session will highlight integrated health care systems delivering care to complex populations and touch on health equity themes and social determinants of care concepts as important inclusions for valued based care in the "next normal".

10:15 a.m. - 11:15 a.m. PT

Thought Leader Discussion Session With Keynote

Thought Leader Forum

Join us for a follow-up session with our keynote speaker. Use this time to ask questions and continue the morning’s discussion.

10:15 a.m. - 11:30 a.m. PT

Optimizing Your Bottom Line – Tracking Revenue, Payments & Managing Denials

Best Practice "How To"

Financial Track

Provider organizations that understand how to manage payments and denials, while delivering quality service and better outcomes, will be the best positioned to thrive in the value-based world. Although many organizations have revenue cycle management systems in place, most organizations do not track revenue and payments and manage denials effectively.

In this session, we will cover:

  • How to assess your organization’s revenue cycle management - from pre-service authorization and eligibility checks to billing and receivables
  • Managing revenue and monitoring denial trends
  • Understanding and tracking various payer requirements including timely filing and corrected claim resubmission time frames
10:15 a.m. - 11:30 a.m. PT

Staff Burnout & Disengagement: Disruptive Forces Facing Employee Well-Being

Topical Case Study

Administrative Track

A recent survey of 500+ health care executives by staffing solutions firm AMN Healthcare found that staff burnout, disengagement, and the resulting shortages that follow are the most disruptive forces facing health care provider organizations over the next three years. In this informative session, we will hear from provider organizations who have faced such disruptive forces and learn how they addressed the challenge.

This session will include:

  • Overview of the root causes of employee burnout and disengagement including Covid-19’s role.
  • Real-life stories of disruption from provider organizations and implemented solutions.
  • Central strategies on supporting the workforce while keeping any eye on restoring pre-pandemic revenue.
10:15 a.m. - 11:30 a.m. PT

Best-In-Class Tools For Managing & Tracking Contracts

Best Practice "How-To"

Financial Track

As an ever-growing number of historically publicly funded provider organizations enter into agreements with health plans, and states move to MCO's for administration of Medicaid health care benefits, provider organizations have more payer contracts to manage and track. This session will cover payer contract mandatories and tracking the various requirements, focus on how to create and utilize a contract tracker, and review of contract essentials you need to know about. The session will also include guidelines on how to determine whether you can manage using a spreadsheet, or access databases, or when to consider investing in contract management software.

This session will include:

  • An understanding of health plan expectations when contracting with provider organizations.
  • A how-to discussion on the best methods to manage and track payer contracts.
  • A review of crucial contract particulars that are pertinent to track.
10:15 a.m. - 11:30 a.m. PT

Your Post-Pandemic Workforce: Trends In Hiring & Retaining Top Talent

Knowledge Partner - Sponsored By Qualifacts + Credible

In the post pandemic job market, many employers are finding it difficult to hire and retain staff. Even before COVID-19, there was a shortage of behavioral health care professionals which has been exacerbated by the pandemic. The uncertainty of this past year has also changed what many employees want from their place of employment.

Join our experts to find out:

  • What factors are impacting employees’ decisions when considering new opportunities
  • How to improve employee retention
11:30 a.m. - 2:30 p.m. PT

Using Consumer Data To Improve Mental Health Outcomes

By Invitation-Only Luncheon Seminar - Sponsored by Tridiuum

The luncheon, hosted by Tridiuum, will provide executives with an update on the emerging approaches for using consumer data to enhancing treatment planning and consumer engagement.

This session will update participants on the use of consumer data in treatment planning, best practices in data-driven treatment planning, and available tools. The session will also include a case study on the use of metrics-based management by ex-Kaiser executive and Tridiuum Chief Operating Officer Paul Castaldo. He held a wide range of clinical and leadership positions during his 30-year career at Kaiser where he provided direct patient care services and directed large medical center behavioral health departments. Mr. Castaldo will present his experiences at Kaiser in improving mental health outcomes in practice—where he oversaw the implementation of a mental health outcome management system involving over 2,000 clinicians and hundreds of thousands of patients. Mr. Castaldo stated, “It’s an honor to share the Kaiser experiences of utilizing consumer data to drive better outcomes.

11:45 a.m. - 12:45 p.m. PT

Strategic Planning For Recovery & Sustainability In The 'Next Normal'

Best Practice "How-To"

Administrative Track

In the current environment and new normal, one essential skill that all executives need to master is the ability to evaluate and modify current services – and to develop new services to meet the challenges and opportunities in the market.

This session will focus on the tools and insights organizations need to strategically reposition themselves for sustainability in today’s changing health and human services environment, including:

  • The OPEN MINDS Four Phase model for strategic planning
  • A review of how to manage strategy implementation for success
  • Case study presentations from organizations on their strategies for sustainability
11:45 a.m. - 12:45 p.m. PT

Organizational Change Agents: How To Be A Flexible & Nimble Organization

Best Practice "How-To"

Administrative Track

The health and human service field is currently an active change management laboratory—from newly empowered consumers to rapid turnover of employees and leadership, to new tech, to new competition, to new financing systems, and to new performance expectations. The requirements for sustainability are changing so quickly that thriving seems close to impossible for many leaders who are under pressure to deliver on value-based contracting. Change management is integral to all performance management—from identifying targets, setting goals, and managing a team with strong metrics. In this environment, the demand for leaders that can lead provider organizations through change management initiatives—“change agents”—is extremely high. In this session, we will discuss why having a “change agent” mindset is key for health and human service executives to successfully position their organizations for the future.

The session will include:

  • Key competencies of a "change agent" leadership role.
  • Best practices and tactics for successfully managing change in a complex market.
  • Example of change management tactics utilized by executives to guide their organizations through change, and the challenges of managing in a turbulent market.
11:45 a.m. - 12:45 p.m. PT

Aligning Your Clinical Practice To Meet HEDIS & Plan Requirements: HEDIS Measures Beyond Access To Care

Best Practice "How-To"

Clinical Track

Many health plans have programs designed to help providers meet HEDIS measures through education, tools, and bonuses. Working with payers to meet these goals helps increase the effectiveness of care and can be an important source of revenue for providers.

In this session, we will discuss:

  • How your organization stacks up on HEDIS measures
  • Understanding what measures payers need
  • Rearranging your operations and changing your procedures to improve your scores to be more attractive to payers
1:00 p.m. - 2:30 p.m. PT

Lunch On Your Own

2:30 p.m. - 3:45 p.m. PT

How To Engage Payers & Keep Them Engaged

Best Practice "How-To"

Engagement Track

Health plans whose network teams are shrinking are looking to expand their networks with quality provider organizations. They need you as much as you need them. Even if you are not proactively pitching an idea to a payer, it is important to nurture strong relationships. You want your organization to be top-of-mind when they have a new program to implement. So how do you stay on the forefront?Join us to learn the best practices for engaging payers, including:

  • How to demonstrate your organization’s value in a way that will capture health plan’s interest
  • Keys to developing partnerships
  • Tips for engaging payers
2:30 p.m. - 3:45 p.m. PT

Addressing The Talent Pipeline Shortage: Who Owns It & How To Reverse It

Topical Case Study

Administrative Track

The talent issue is a critical one for most health and human service provider organizations. By 2025, there will be a shortage of an estimated 250,000 behavioral health professionals. Strategically, the goal for every organization is to bring maximum value (the performance-to-cost ratio) for their investment in human capital. The path to achieving that maximum value is multi-faceted—optimal processes to improve productivity and having each team member operate at the top of their capabilities. In this session, we will discuss the operational and strategic challenges of and organizational responsibility for recruiting and retaining staff in a complex market.

This session will include informative case studies addressing:

  • A guide to building a superior employment value proposition.
  • A review of the key elements to building a recruitment plan to support change and growth.
  • New models for retaining top talent and preventing burnout among staff.
2:30 p.m. - 3:45 p.m. PT

Driving Organizational Sustainability Post-Pandemic: A View From The Top

Knowledge Partner - Sponsored by Streamline Healthcare Solutions

The instabilities created by COVID-19 and the implications it created for Mental Health and Substance Abuse urgently forced behavioral health organizations to rethink business processes, clinical and financial workflows, access to care, and more. In this session, Streamline Healthcare Senior Product Manager Tim Pratt will share real-world stories from client organizations about the challenges their executive teams faced and provide best practice research on how they were able to quickly pivot and transform operational hurdles into opportunities for improvement through the acceleration of innovative thinking and strong change management principles.

This session will provide:

  • Examples of how organizations successfully engaged in the revisioning of key services in order to safeguard access to care
  • How to successfully perform in the short term, and the importance of innovative thinking, having the right team in place, and the valuable role technology plays
  • Best practice strategies around change management and executive leadership’s role in determining and setting the appropriate strategic course for their organization
4:00 p.m. - 5:00 p.m. PT

The Evidence Based Practices Health Plans Need & How They Are Used

Executive Roundtable

(Held on-site at the Newport Beach Marriott)
Evidence-based practice (EBP) is a term we encounter frequently in today’s health care environment. But what does it really mean for the health care provider? What are health plans looking for?

In this session, our panel of payers and provider executives will discuss:

  • The EBPs health plans need
  • How they support the authorization process
  • How to restructure if there are gaps
5:00 p.m. - 6:00 p.m. PT

Executive Networking Reception

Networking

Grab a beverage and unwind with the opportunity to discuss the exciting topics of the day with peers and presenters.

8:00 a.m. - 9:00 a.m. PT

Executive Networking Breakfast

Networking

Start off the morning with breakfast and networking. Use this time to catch up with colleagues, discuss the day’s upcoming sessions with our team of expert speakers, and meet new people.

9:00 a.m. - 10:00 a.m. PT

Medicaid In The 'Next Normal': Challenges For Funding & Delivering Care For The Most Complex Consumers

Plenary Panel

(Held on-site at the Newport Beach Marriott)
The public health and economic effects of the pandemic continue to put pressure on Medicaid spending and enrollment nationwide. Most states are projecting overall FY 2021-22 enrollment to exceed original projections, as more people enroll in Medicaid, increasing program spending at the same time state tax revenues may be falling.

Our panel of experts will discuss the some of the funding challenges state Medicaid systems will face as we continue in the post pandemic new normal well into 2022. These county and state Medicaid executives will share their insights about the growing emphasis on integrated and whole person care approaches in the delivery of coordinated care for complex populations as a strategy to reduce payer cost and improve outcomes, as well as thoughts on payer-provider partnerships to execute these strategies.

10:15 a.m. - 11:15 a.m. PT

Thought Leader Discussion Session With Plenary Panel Participants

Thought Leader Forum

Join us for a follow-up session with our keynote address panel participants. Use this time to ask questions and continue the morning’s discussion.

10:15 a.m. - 11:15 a.m. PT

Using Mobile Technology To Simplify Documentation In Residential & Community Settings

Product Demonstration - Sponsored By Welligent

From mobile scheduling, treatment plan updates and progress notes, to supervisory approval, learn how others in the industry use a truly mobile application to access information in the field and provide high-quality service to clients.

10:15 a.m. - 11:30 a.m. PT

Keys To Calculating Unit Costs & Case Rates

Best Practice "How-To"

Financial Track

Thoroughly understanding how to develop bundled payments/case rates will ensure that your clinical services deliver outcomes-based care and provide the necessary revisions needed for billing, financial reporting, and data tracking are made to fit this payment model.

This session will provide attendees with a guide to developing and managing a successful case rate payment model and will include:

  • The drivers of the move to case rates and other value-based reimbursement models
  • A guide to developing a case rate proposal and preparing your organization for managing case rate contracts
  • Examples of successful case rate contracting models
10:15 a.m. - 11:30 a.m. PT

Strategic Alliances With Key Stakeholders: Providers, Payers & Patients

Topical Case Study

Engagement Track

Covid has shown us the importance of networking and the weakness of America’s health safety nets. We are already moving on customer experience areas and provider integration, but what opportunities lie in payer relationships? Are there areas we can forge new alignments outside of basic billing and collections? Join us for a provider/payer case study presentation and discussion on the innovative ways partner organizations have begun working together and envisioning a collaborative future.

Join us as we discuss:

  • How collaborations with payers can create new programming aimed at better quality of life and reduction of population health costs.
  • How to leverage provider relationships to build a network infrastructure and communicate to payers.
  • In what ways can payer-funded programming help with the experience of care and employee satisfaction and health.
10:15 a.m. - 11:30 a.m. PT

Surviving An Audit: What Triggers One & How To Ensure Integrity In Your Clinical Billing

Best Practice "How-To"

Administrative Track

Audits are a fact of life in the health care industry and with increased scrutiny to keep public health care solvent, coding audits are certain to continue and likely increase. In this session we will learn more about what triggers an audit and what main steps to take upon being notified of one. Audits likely cannot be avoided, but this session will discuss how best to increase the probability that submitted codes stand up to scrutiny.

This session will include:

  • A deeper understanding on the reasons for audits.
  • Steps to take when faced with an audit.
  • Proactive preparation organizations can take to minimize the likelihood of an audit.
11:45 a.m. - 1:00 p.m. PT

Managing A Non-Profit Board: Striving For Board Diversity While Leveraging Experience & Expertise

Topical Case Study

Administrative Track

With the ever-evolving dynamics in non-profit organizations, the role of governance boards has changed. Organizations need to attract board members that are not only competent and strategic but also address the call for diversity, equity, and inclusion. Organizations need to be familiar with the major environmental and cultural forces affecting the market and are aware of the resources needed to meet the organization’s mission while remaining competitive. In this informative session, organizational executives will share case studies that provide insight on board selection and effective board management for creating a competitive advantage and long-term sustainability.

This session will include:

  • Best practices in keeping abreast of environmental & cultural shifts that can impact a board’s makeup.
  • Discussion on how non-profit organizations should best consider diversity, equity, and inclusion when building a board.
  • Case studies from organizational executives sharing real-world experiences in assembling a board that meet all needs of the organization.
11:45 a.m. - 12:45 p.m. PT

Recruiting, Hiring & Onboarding: The Competencies Needed To Build A High-Quality Provider Network Of Care

Best Practice "How-To"

Administrative Track

For any service provider organization, their workforce is their most important strategic asset, and managing that asset is a critical competency and a challenge. Strategically, the goal for every organization is to bring maximum value (the performance-to-cost ratio) for their investment in human capital. The path to achieving that maximum value is multi-faceted—optimal processes to improve productivity, having each team member operate at the top of their capabilities (and top of their license if they are clinical), and using technology as a substitute or enhancement of human labor. In this session, we will discuss the operational and strategic challenges of recruiting and retaining staff in a complex market.

The session will include:

  • Best practices in recruiting, hiring, and onboarding talented staff.
  • New models for retaining top talent and preventing burnout among staff.
  • How to help the workforce embrace new technology as a tool to increase productivity and augment staffing shortages.
1:00 p.m. - 2:30 p.m. PT

Lunch On Your Own

Networking
2:30 p.m. - 3:45 p.m. PT

Incorporating Social Determinants Of Health Into Your Practice To Improve Patient Outcomes & Increase Reimbursement

Topical Case Study

Clinical Track

The growing list of programs focused on the social determinants of health (SDoH) is diverse in approach and size. To deliver better health outcomes, social determinants—including poverty, food insecurity, lack of education, unstable housing, and environmental conditions—must be addressed to find success with whole person, value-based care. For provider organizations, the complexity of SDoH paired with current organizational priorities and services makes it difficult for provider organizations to know where to focus.

This session will include strategic discussions on:

  • How to capture data on consumers to identify what social service programs are needed.
  • How to measure social determinant outcomes as a part of whole person care.
  • Case study presentations from organizations that have integrated SDoH into their service lines.
2:30 p.m. - 3:45 p.m. PT

Keeping Consumers In The Equation: Best Practices In Consumer Experience & Engagement

Best Practice "How-To"

Engagement Track

A running theme in the market shift to value-based care is the importance of consumer engagement—both to increase consumer participation in the management of complex conditions and to increase consumer satisfaction. If your organization has consumers who are engaged in their health care, chances are, you have an edge over your competitors—because your consumers are better informed, are more proactive in their health care and insurance coverage, have better outcomes, and cost less.

In this session we will discuss consumer engagement strategies in the new world of value-based care, including:

  • Why consumer engagement is essential in a value-based market.
  • How to develop a consumer engagement strategy to improve performance and increase consumer satisfaction.
  • Case studies from provider organizations who have successfully implemented consumer engagement strategies.
2:30 p.m. - 3:45 p.m. PT

Improve Performance & Outcomes Today To Prepare For The Future Value-Based Reimbursement Landscape: A Look At Credible EHR's Business Intelligence & Analytics

Product Demonstration - Sponsored By Qualifacts + Credible

Value-based reimbursement models and county-defined outcome measures will require a fully-configurable reporting tool providing dashboards and reports to ensure provider organizations are successful in our changing behavioral health and human services landscape.

In this presentation, you will see how Credible’s robust reporting capabilities are enabling behavioral health and human services management teams across the country to analyze staff productivity, performance drivers, and trending data today to prepare them for tomorrow's value-based reimbursement requirements. Angelica Eddleman, Qualifacts + Credible, Vice President of Sales, and Jesse Weidner, Qualifacts + Credible, Solutions Consultant Manager will:

  • Demonstrate Credible EHR's multiple reporting options for providing fully-configurable reporting tools to create custom reports and dashboards, as well as graphical reporting functionality for distribution
  • Present how organizations can leverage their own data for a 360 view of their organization's performance and outcomes to report, analyze, and present visually compelling and detailed graphical information to decision makers
  • Provide real-life case scenarios of a value-based reimbursement model which can be applied to your organization
  • Discuss how Credible EHR will help agencies retain full access to their data and utilize it to make informed decisions to create real change and impact in their organizations for a successful tomorrow

Is your EHR up to the challenge or are you becoming frustrated waiting for them to get up to speed? Join us for this valuable session to learn how Qualifacts + Credible's tried and true Credible EHR is ready to help your organization today.

3:45 p.m. - 4:15 p.m. PT

Raffle Drawing

Networking
4:15 p.m. - 5:00 p.m. PT

Best Practices For Success In The 'Next Normal’– Building A Foundation For A Nimble & Resilient Organization

Keynote Address

Join OPEN MINDS Chief Executive Officer Monica E. Oss as she presents on the key best practices for health care executives to strengthen sustainability as we move into a post-pandemic business environment. Best practices that include data-driven decision making, sustainability-focused strategic planning, a marketing framework, customer-focused service delivery, and an infrastructure for hybrid service delivery in integrated systems.

8:00 a.m. - 4:00 p.m. PT

The OPEN MINDS Health Plan Partnership Summit: An Assessment Of Payer Partnership Priorities In The 'Next Normal'

Executive Summit

As we move into the post pandemic "next normal" of 2022, health plan priorities are being reshaped to meet new challenges of the changing health and human services landscape. Health plans are facing growing price pressure from private and public clients—and repositioning to meet that challenge through mergers and acquisitions, adopting new tech solutions, and better aligning network provider incentives. This shifting market landscape is creating new opportunities for win-win payer-provider partnerships.

For provider organization executives, understanding the dynamics of the health plans in their market is the key to creating preferred health plan relationships. The question executives are asking themselves is ‘how?’ We will explore the answer to that question in this engaging summit designed to help executives understand the new needs of payers, reposition existing service lines through payer-oriented solution marketing, and build mutually beneficial health plan partnerships.

This summit’s agenda will include a market briefing on the state of payer system realignment, informative case studies with key opinion leader executives, thought leader discussions, and interactive dialogue with attendees.

Agenda

    • 8:00 a.m. – 9:00 a.m.: Registration/Breakfast
    • 9:00 a.m. – 9:30 a.m.: Welcoming/Introduction/Health Plan Partnership State-of-the-State
      Opening the Health Plan Partnership Summit, OPEN MINDS vice president Richard Louis, III and senior associate Cathy Gilbert, will provide a national overview of the post-pandemic health plan market. They will discuss the impact of payer mergers, acquisitions and strategic partnerships among the major plans, payer movement towards adopting whole person care and integrated service delivery approaches to improve member outcomes and reduce cost, as well as the growth of digital/virtual behavioral health services market, including the quick adoption of this approach by payers. Finally, we will explore the impact of these trends both regionally and nationally and what that may mean for the future success for specialty provider organizations.
    • Cathy Gilbert, Senior Associate, OPEN MINDS
      Richard Louis, III, Senior Associate, OPEN MINDS
    • 9:30 a.m. – 10:30 a.m.: A Time For Transformation: Reimagining The Partnership Approach For Behavioral Health
    • With seismic shifts in the behavioral health space, Magellan Health is taking the opportunity to partner with its provider network to reimagine how behavioral health is delivered. Caroline, Carney, M.D., Chief Medical Officer at Magellan, will share insights on how the company is working with its provider network to refocus on accessibility to services and measurement-based care. In this session, Dr. Carney will also provide greater detail on how her company has recommitted to the collaborative care model, and, as a c-suite payer executive and practicing clinician, uniquely and anecdotally share what both provider organizations and payers are looking for in partnerships in the "next normal".
      This keynote will cover:
      • A unique perspective on how to partner with health plans in the "next normal".
      • New technologies and innovations advancing integrated, collaborative care.
      • How the overall behavioral health market has shifted and what it means for the future.

      Dr. Caroline Carney, M.D., Chief Medical Officer, Magellan Health

    • 10:30 a.m. - 10:45 a.m.: Break
  • 10:45 a.m. - 11:45 a.m.: CareOregon: A Case Study In Provider Network Stabilization & Patient Experience Improvement
  • In addition to its recent multi-million-dollar investment in the state’s behavioral health service providers, CareOregon is partnering on several upstream solutions to strengthen the behavioral health ecosystem over the long run. In this case study presentation, CareOregon will share how it’s elevating provider and member voices in the conversation to improve the state’s behavioral health system, relieving the administrative onus of “partner providers” for keener focus on patient care, and supporting provider efforts to increase capacity and explore models that could increase payment parity.
    This case study presentation will cover:
    • Payer/provider partnership initiatives in Oregon that address provider burnout, payment disparities, and care accessibility gaps.
    • How strong partnerships between payers and providers require support from government and public-sector communities.
    • How one managed care organization advocated on behalf of its providers in conversations with state and elected officials.

    Eric Hunter, President & Chief Executive Officer, CareOregon

  • 11:45 p.m. - 1:00 p.m.: Lunch & Learn “P” Is For Payers, Priorities, Partnership … & Platforms - Sponsored By Netsmart 
  • Rapid access. Innovation. Demonstrated outcomes. Peer support. Expanding service lines. The list of payer priorities is longer than ever before, but one thing hasn’t changed: the need for technical solutions and partners to help manage them. Join Netsmart and one of their leading human services clients as they share common payer needs, ways to measure and communicate metrics that matter, and how data can build trust in relationships. Hear an example of a right-fit care management platform – one that is interoperable, includes social determinants of health and offers robust solutions - empowers providers to deliver quality care, stay nimble in decision-making and manage costs.

Neal Tilghman, General Manager, Integrated Care, Netsmart
Kimberly Macakiage, Medicaid Waiver Director, Integral Care

    • 1:00 p.m. - 2:00 p.m.: Uplift Family Services: A Case Study In Building A Strong Community Payer/Provider Partnership Through Innovative, Research-Based Care
    • With the rapidly changing public health landscape in the state of California, forging strong, innovative relationships between payers and provider organizations is increasingly important. Uplift Family Services is a long-standing behavioral health services specialty provider organization offering a state-of-the-art whole person care approach for children, adolescents, and adults with complex behavioral health challenges. In this case study presentation, attendees will learn how Uplift built a strong infrastructure developing its organization through utilization of implementation science, project and change management, staff development, and relationship development and communication with payers.
      The case study will cover the following:
      • Uplift Family Services Health Homes’ program serving complex California managed care Medi-Cal beneficiaries
      • Keys to successful relationship development and communication when establishing health plan partnerships
      • Coordinating behavioral health and primary care to meet growing payer expectations for improved consumer outcomes

      Eleanor Castillo Sumi, Ph.D., BCBA-D, Vice President of Research and Program Development, Uplift Family Services

    • 2:00 p.m. - 3:00 p.m.: Windstone Health: A Southern California Success Story Of Sustainability
    • In this session, privately-owned managed behavioral health organization Windstone Health Services, will share its unique dynamic as a combination payer/provider organization that contracts with large medical groups and IPAs providing coordinated care and integrated services. During the case study presentation, Windstone will also share health plan partnership achievements such as the successful behavioral health risk assessments it provides plan members across the country.
      This case study presentation will cover:
      • Health plan partnership success stories of a longtime behavioral health provider organization with a nationwide presence
      • Lessons learned from a state/market hit hardest by the pandemic
      • Key features all provider organizations should strive for to optimize payer partnership success

      Peter J. Davidson, Chief Executive Officer, Windstone Health Services
      Krystal Melgoza, Provider Relations Manager, Windstone Health Services
      Lesley Nolen, Director of Business Development, Windstone Health Services

    • 3:00 p.m. - 4:00 p.m.: Executive Roundtable
    • Featuring Summit co-chairs and speakers
  • At the end of the day, join Summit co-chairs Cathy Gilbert and Richard Louis, III as they wrap up with a roundtable discussion with all Summit speakers where attendees can dialog with presenters, ask questions about health plan partnership challenges and opportunities, and discuss perspectives on the future of payer and provider organization relationships.
1:00 p.m. - 4:15 p.m. PT

How To Develop A Successful Marketing Plan: The OPEN MINDS Seminar On Marketing Strategy

Executive Seminar

*This seminar will also be presented virtually on Monday, August 23 at 1:00pm PT.

A winning marketing plan is a business necessity that every health and human service organization needs – particularly in today’s changing market. However, creating a marketing plan can be a daunting task amidst the shifting environment. In this essential seminar, we will walk through the steps needed to design a successful marketing plan based on your organization’s strategic goals. The following key components will be discussed:

  • Key steps to building a successful marketing strategy and comprehensive plans
  • Essential components to developing a marketing budget, including revenue forecasting, expense budgets, and return on investment
  • Case studies on successful marketing plan development and implementation
7:00 a.m. - 10:30 a.m. PT

How To Optimize Technology: An OPEN MINDS Seminar On Getting The Most Value From Your Technology Investments

Executive Seminar

VIRTUAL ONLY

*This seminar will also be presented in-person on Monday, August 23 at 1:00pm PT.

As technology becomes increasingly essential and the range of available technologies and tech-enabled functionality is rapidly growing, organizations are spending more on tech investments. Unfortunately, tech investments often fall short of meeting expectations. However, with proper planning and staff engagement, organizations can position themselves to optimize the value of their tech investments.

In this session, Joseph P. Naughton-Travers, EdM, Senior Associate at OPEN MINDS, will discuss what needs to be addressed to ensure your organization is on the path to maximizing your tech investment, including:

  • How to evaluate new technologies for your organization
  • Engaging staff in a best practice technology evaluation process
  • Determining anticipated financial and non-financial return-on-investments for the selected technology
  • Go or No-Go: Moving beyond pilot to full implementation
  • Ensuring implementation success

COVID-19 Risk Management Plan August 11, 2021

We are excited to return to sunny southern California for The 2021 OPEN MINDS Management Best Practices Institute at the picturesque Newport Beach Marriott Hotel & Spa, August 23-26, 2021. To help plan your in-person attendance, visit https://openminds.com/live-mbpi/ for a schedule of events happening throughout the week.

The resurgence of the COVID Delta variant has certainly created new challenges for the country and for our families. Fortunately, the available COVID vaccinations have been very successful in preventing symptomatic infections and illness. But I did want to let you know that our team at OPEN MINDS is committed to making our executive events as safe as possible and have an active risk management plan in place. I wanted to share with you the key elements of our plan:

We will continue to monitor any changes in the CDC recommendations for the continued safety of the public. If you have any concerns or questions, feel free to reach out to a member of our team at events@openminds.com or by phone at 877-350-6463. We look forward to seeing you at The 2021 OPEN MINDS Management Best Practices Institute.

Monica E. Oss
Chief Executive Officer
OPEN MINDS

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