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
Victor Armstrong, Director, North Carolina Division of Mental Health, Developmental Disabilities, & Substance Abuse Services,
North Carolina Department of Health & Human Services
Barbara Merrill, Chief Executive Officer, ANCOR
Donna Martin, M.Ed., Director for State Partnerships and Special Projects, ANCOR
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
Tricia Zerger, Director of Developmental Services, Netsmart
Neal Tilghman, General Manager, Integrated Care, Netsmart
Danielle Ross, VCIO/Vice President, Netsmart
Tracy Sanders, M.Ed., Sr. Director, Medicaid Complex Population Development, Optum Behavioral Health
Kelly Friedlander, Principal Consultant, Community Bridge Consulting Group
Brian Hart, Chief Strategy Officer, Living Arrangements For The Developmentally Disabled (LADD)
*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:
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:
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.
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.
(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".
Join us for a follow-up session with our keynote speaker. Use this time to ask questions and continue the morning’s discussion.
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:
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:
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:
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:
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.
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:
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:
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:
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:
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:
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:
(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:
Grab a beverage and unwind with the opportunity to discuss the exciting topics of the day with peers and presenters.
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.
(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.
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.
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.
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:
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:
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:
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:
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:
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:
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:
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:
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.
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.
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.
Dr. Caroline Carney, M.D., Chief Medical Officer, Magellan Health
Eric Hunter, President & Chief Executive Officer, CareOregon
Neal Tilghman, General Manager, Integrated Care, Netsmart
Kimberly Macakiage, Medicaid Waiver Director, Integral Care
Eleanor Castillo Sumi, Ph.D., BCBA-D, Vice President of Research and Program Development, Uplift Family Services
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
*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:
VIRTUAL ONLY
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:
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