SPRING POLICY FORUM

June 18-19, 2012

Hilton North Raleigh

Raleigh, N.C.

505 Oberlin Road, Suite 100Raleigh, North Carolina 27605

NONPROFIT ORGUS POSTAGE PAID

RALEIGH, NCPERMIT NO. 2483

NC Council of Community Mental Health, Developmental Disabilities and Substance Abuse Programs

June 18-19, 2012Hilton North Raleigh Raleigh, NC

Monday, June 18, 20127:30 a.m. Registration Opens

8:30 a.m. Exhibits Open

9:00 a.m. – 10:30 a.m. Opening Plenary Session Session Part I - System Redesign: What’s In It For All?

10:30 – 10:50 a.m. Break/Visit with Exhibitors

10:50 a.m. – 12:00 p.m. Opening Plenary Session Session Part II - The Talk around the Water Cooler: What’s Really Being said about Waivers and Where We’re Headed

12:00 – 1:00 p.m. Leadership Awards Banquet Sponsored by Alexander Youth Network, Behavioral Health Centers of Carolinas Healthcare System, Brynn Marr Hospital, Developmental Disabilities Resources, The Echo Group, Frye Regional Medical Center, Holly Hill Hospital, LifeSpan, Inc., Monarch, Netsmart Technology, Old Vineyard Behavioral Health Services, Patagonia Health EMR, Southern Pharmacy Services, Qualifacts Systems, Inc.

1:00 p.m. – 1:30 p.m. Network/ Visit Exhibitors

1:30 p.m. – 4:45 p.m. – Concurrent Session • Provider Network Development and Maintenance in the Waiver Environment• Speaking from Experience: Understanding and Operating the Innovations Waiver• LME or LME/MCO: In Business and Information Management what’s the Difference?• Incorporating Customer Service Issues in Waiver Planning and Implementation

3:00 p.m. – 3:45 p.m. Rotating Session Breaks

4:45 p.m. – 5:00 p.m. Door Prize Giveaway - Foyer Exhibitor Area

8:00 p.m. – Meeting of Friends of Bill and Lois W.

Tuesday, June 19, 20127:30 am–9:45 amBreakfast Buffet

8:30 am– 9:15 amLME Membership Meeting

9:30 am–11:30 amClosing Plenary Session Part I - The Future of Integration in North CarolinaPart II - Update on State Budget and LME Governance

11:30 am . . . . . . . . . Adjourn

Success Through SynergyProgram at a Glance

NC Council of Community ProgramsSpring Policy Forum

Success Through Synergy

REGISTRATION FORM Success Through Synergy2012 Spring Policy Forum 2 June 18-19, 2012 2 Hilton North Raleigh, Raleigh, NC

REGISTRATION CUT OFF DATE IS June 8, 2012 after that date you must register on siteHow to Register:

1. On line at www.nc-council.org and pay with a VISA or MASTERCARD (only LMEs may choose the bill me option). On line registrants will receive email confirmation of registration.

2. Mail in registration form with check.

NAME __________________________________________________________________________________________

TITLE __________________________________________________________________________________________

ORGANIZATION __________________________________________________________________________________

BILLING ADDRESS ________________________________________________________________________________

STATE ____________ CITY ___________________________________________________ ZIP ________________

EMAIL ______________________________________________ PHONE ___________________________________

SPECIAL OFFERS – Register 3 Staff (Full Registration) and bring the 4th staffer for FREE!

E A R LY B I R D R E G I S T R AT I O N The deadline for Early Bird Registration is May 18, 2012. Any registration not received by that time will be accepted on a first-come-first-serve basis at the late fee price. On site registration will be available at an on-site registration fee.

II. CONFERENCE FEES Early Bird by 5/18 After 5/18__ Full Registration $230 $250 (Includes: Monday Plenary, trainings, luncheonexhibits, Tuesday breakfast & Closing Plenary session)

Economy Saver__ One Day Registration $180 $200 (Includes: Opening Plenary, trainings, luncheon, exhibits)

__ Leadership Awards Luncheon Only $30 $30

TOTAL AMOUNT ENCLOSED $___________Please make check payable to “NC Council of Community Programs” and mail to 505 Oberlin Road, Suite 100, Raleigh, NC 27605. Payment must be received at the Council office no later than June 8, 2012. Questions, call (919) 327-1500.

TRAINING (mark one)III. Please (X) which training you will attend:

___ Provider Network Development and Maintenance in the Waiver Environment___ Speaking from Experience: Understanding and Operating the Innovations Waiver ___ LME or LME/MCO: In Business and Information Management what’s the Difference?___ Incorporating Customer Service Issues in Waiver Planning and Implementation

Indicate special needs (diet or disability only)_____________________________________________________________________ Cancellations: To receive any refund, you must call Karen Payne at (919) 327-1500 or email her at karen@nc-council.org by 5:00 p.m. on the dates indicated below. There will be a $15 service charge for ANY cancellation no matter when the cancellation is made. Cancellation dates: Full refunds (minus $15) will be given if cancellation made by May 18, 2012; a one-half refund (minus $15) will be given for cancellations made between May 18 and May 25, 2012; no refund will be available after 5:00 p.m. on May 25, 2012.

Success Through SynergySPRING POLICY FORUM June 18-19, 2012 Hilton North Raleigh, Raleigh, N.C.

Why Attend…North Carolina’s MH/DD/SA system is in the midst of converting to a statewide Medicaid Waiver for MH/DD/SA Services, a number of counties just began operating under the waiver and the rest will start in January, 2013. LME mergers in July will reduce the number of LMEs to just 11 Managed Care Organizations (MCOs). What does all this mean for consumers, providers, LME/MCO staff and services? The conference theme, “Success Through Synergy” identifies the fact that in order for this to work, communities, stakeholders, consumers, providers and LMEs, have to come together. This Forum will explore specific topic areas where we can work together and be successful.

Who Should Attend…This conference offers training that supports all MH/DD/SA stakeholders in the Target Audience of: Local Management Entities (LMEs) Managers and Management Team Members, Board Members, Clinicians, Service Provider CEOs, and Management staff, Supervisors, Clinical Directors, Medical Directors, Quality Improvement Staff, IT Staff, Financial, Medical Records and Human Resource Staff, Counselors, Service Coordinators, Social Workers, Advocates, Consumer and Family Advisory Committee Members, and others interested in our system.

Concurrent Sessions June 18, 2012 1:30 p.m. – 4:45 p.m.

LME or LME/MCO: In Business and Information Management- What’s the Difference?

Whether you are a LME, LME/MCO or provider, there will be changes in the way that you conduct your business and information system operations under a Medicaid waiver. This session will focus on the changes in business processes that are underway in LMEs to become LME/MCOs. Issues such as interface between LME/MCOs and providers, clearinghouses, the business and IT operation of credentialing, contracts, audits, reporting and mergers will be discussed during this session. The speakers will each bring their own experiences in their LME/MCO in implementing or preparing to implement a Medicaid waiver. Participants will: learn about specific business processes and protocols needed under a Medicaid waiver; hear about the differences between the LME business model and the LME/MCO model; and discuss the interface needed between the LME/MCO and providers under a Medicaid waiver.

Speakers:Joy Futrell, Assistant Director, East Carolina Behavioral Health LMEKelly Goodfellow, Director of Business Operations, Durham LMESharon Lentz, Chief Financial Officers, Western Highlands Network

Tuesday, June 19, 20129:30 a.m. – 11:30 a.m.

This conference is being co-sponsored by the 3-C Institute for

Social DevelopmentContinuing Education- Total Hours 7.5

General Continuing Education - 3-C Institute for Social Development can issue a general certificate of Continuing Education. Please check with your employer for your institution’s specific continuing education requirements.Psychologists - This course is co-sponsored by 3-C Institute for Social Development and NC Council of Community Programs. 3-C Institute for Social Development is approved by the American Psychological Association to offer continuing education for psychologists. 3-C Institute for Social Development maintains responsibility for this program.Social Workers - 3-C Institute for Social Development is approved as a provider for social work continuing education by the Association of Social Work Boards (ASWB; www.aswb.org), through the Approved Continuing Education (ACE) program. 3-C Institute for Social Development maintains responsibility for this program.Counselors - 3-C Institute for Social Development is an NBCC-Approved Continuing Education Provider (ACEPTM) and a co-sponsor of this course. 3-C Institute for Social Development may award NBCC-approved clock hours for events or programs that meet NBCC requirements. 3-C Institute for Social Development maintains responsibility for all aspects of this program.

Part II: 10:50 a.m. – 12:00 p.m.The Talk around the Water Cooler: What’s Really Being said about Waivers and Where We’re Headed

Everyone has a perspective on any policy decision that is made. Everyone has concerns and expectations — hopes and fears. When the policy decisions being made are ones that change the course of a service system, access, payment and the spectrum of services, it’s to be expected that the hopes and fears are amplified. This panel discussion will be around articulating the expectations that individuals have, from their perspective in the system, and their concerns. Parts of the discussion may be focus on issues that cannot be addressed by a policy decision, but are most important to some individuals, or around processes that need some work. This panel discussion is about what’s being said “around the water cooler” rather than around the decision making tables. It will include discussion of the move to Medicaid waivers and health homes and how it will impact individuals involved in the MH/DD/SA service system.

Moderator:David Swann, CEO, Crossroads Behavioral Healthcare and Consultant for the National Council for Community Behavioral Healthcare and MTM Services, LLC.

Panelists:Anna Abrams, Member of the Commission on MH/DD/SAS, Wake CFAC and State CFAC MemberArthur Carder, MSW, Chief Executive Officer, Western Highlands NetworkDeby Dihoff, MA, Executive Director, NAMI North Carolina Jeanne Duncan, President, RHA Health Services, Inc., RHA Management Services, Inc.Marc Jacques, Chair, Wake County LME CFAC & State CFACPeggy Terhune, Ph.D. CEO, MonarchLeza Wainwright, Chief Executive Officer, East Carolina Behavioral Health LME

Speaking from Experience: Understanding and Operating the Innovations Waiver

This session will provide an overview of the Innovations Waiver operational components. Session participants will learn about the unique management opportunities/challenges for a 1915 (c) waiver in a 1915 (b) (c) waiver environment. The session will provide practical implementation tips regarding waiver management functions. The presenters will share keys to successful (c ) waiver management based on six years of on the ground experience. The session will cover: general knowledge regarding the operational components of the Innovations waiver; practical implementation tips regarding waiver management; share keys to success for waiver management and “pot holes” to avoid; and discuss the evolution of waiver management from start up to full implementation.

Speaker: Andrea J. Misenheimer, Medicaid Director, PBH

Spring Policy Forum Exhibition

Monday, June 18, 2012

There will be exhibitors to visit with during the day on June 18th. They are available to provide you with information on their products and services. If you would like to participate as an

exhibitor, contact Jean Overstreet at (919) 327-1510 or jean@nc-council.org .

Aside from learning about the most important policy topics of the day, another great reason to attend the Spring Policy Forum is

networking. Every year, attendees tell us this conference is one of the best places to meet and network with other system leaders, whether

they are LME/MCO decision makers, CABHAs, other MH/DD/SA Providers, Legislators, State Government Leaders, Hospital Managers, Vendors, Consumers, or Advocates, this is a great opportunity to see

and be seen.

Leadership Awards Luncheon – Monday, June 18th 12:00 p.m.

The NC Council’s Leadership Awards will be presented at a luncheon on Monday. These awards are designed to recognize individuals in the community who are going “above and beyond” the normal activities to improve the lives of individuals with MH/DD/SA needs. We hope you will join us to recognize this year’s winners.

The Leadership Awards banquet is being sponsored by: Alexander Youth Network, Behavioral Health Centers of Carolinas Healthcare System, Brynn Marr Hospital, Developmental Disabilities Resources, The Echo Group, Frye Regional Medical Center, Holly Hill Hospital, LifeSpan, Inc., Monarch, Netsmart Technology, Old Vineyard Behavioral Health Services, Patagonia Health EMR, Southern Pharmacy Services, and Qualifacts Systems, Inc.

Meeting of Friends of Bill and Lois W.Monday, June 18, 2012 8:00 p.m. This wil be an open meeting. Everyone invited

Buffet BreakfastTuesday, June 19, 2012 7:30 a.m. - 9:45 a.m.

Attendees enjoy a full and delicious breakfast buffet before heading over to the Closing Plenary Session.

Networking Opportunities Closing Session

The Future of Integration in North Carolina Al Delia, Secretary for the NC Department of Health and Human Services

Newly appointed Department of Health and Human Service Secretary Al Delia is not new to

the issues of Health and Human Services in NC. Most of his time in the Governor’s office was spent focused on these issues. He understands where the system is headed. Secretary Delia will offer his insights into how different state level technology systems are leading the MH/DD/SA system toward greater integration with other health and human service agencies; systems such as MMIS, NC FAST, NC Snap. If you don’t know the meaning of these acronyms, plan to attend this session to learn more.

Update on State Budget and LME Governance Representative Nelson Dollar, Appropriations and Health & Human Services Chair

The General Assembly is again faced with an anticipated budget deficit. Representative Nelson Dollar, Appropriations and Health and Human Services Chair, will provide an overview of the budget, his perspective on the severity of the problem, and discuss the implications for MH, I/DD, SA services. Representative Dollar also chairs the Subcommittee on Governance of the Legislative Oversight Committee on Health and Human Services and will discuss actions taken by this committee and the impact on LME/MCO boards moving forward.

Hotel Reservations Accommodations for this event will be at the Hilton North Raleigh in Raleigh, NC, conveniently located and close to all downtown attractions. The special hotel room rate for those attending the Spring Policy Forum is $107 for a single or double occupancy, but this special rate is ONLY available through May 17, 2012. To make your reservations, call the main hotel at (919) 872-2323 or call 1-800-HILTONS or use their website www.northraleigh.hilton.com . Be sure to indicate you are attending the “NC Council’s Spring Policy Forum.” The hotel offers a free shuttle from the RDU Airport to the Hotel.

Provider Network Development and Maintenance in the Waiver Environment

By definition, the provider network in an MCO is that group of organizations and licensed individuals enrolled with the MCO to provide specific services to the consumers within the MCO catchment area. For the LMEs that have developed into MCOs, as well as for those coming on as MCOs in the near future, a strong, viable provider network serves as the foundation for service provision. This session will identify and discuss critical tools and processes for provider network development and maintenance, with focus on credentialing, needs assessment and analysis, and the use of data to drive decisions. The importance of utilizing authorization and paid claims information (both current and historical) in the right sizing of networks will be addressed, along with discussion of steps MCOs are considering as networks are refined.

Speakers:Dave Peterson, MA, Waiver Contract Manager, East Carolina Behavioral Health MCODonald Reuss, Director of Provider Network Operations, Western Highlands Network MCO

Part I: 9:00 a.m. – 10:30 a.m.System Redesign: What’s In It For All?

North Carolina is redesigning the public behavioral health service system through policy changes – learn why and how to improve behavioral health care throughout our state. This learning experience will provide support for the use of policies as tools to improve care through Managed Behavioral Health Organizations, Providers, and Recovery Practices. Learning how to take advantage of innovative redesign by partnering with newly integrated healthcare entities (ACOs, Health Homes, etc.) will be a focus.   Speaker:David Swann, CEO Crossroads Behavioral Healthcare and Consultant for the National Council of Community Behavioral Healthcare and MTM Services, LLC.

Monday, June 18, 2012 Opening Plenary Session

Incorporating Customer Service Issues in Waiver Planning and Implementation

Western Highlands Network (WHN) became an MCO in January of this year. From the months leading to implementation to the present, staff have taken a number of steps to ensure that the needs of customers remain at the forefront of managed care processes. In this session, WHN representatives will discuss topics related to Enrollee and Customer Services throughout the evolution of the MCO. Areas of focus will include the engagement of the local CFAC, establishing Customer Services standards, staff training needs, and coordination of responses to customers across MCO departments. The session will include: identifying critical issues that ensure a consumer focused LME to MCO transition; learning how to maximize consumer and family member input in the development of the MCO; and ways to ensure the development of coordinated consumer-focused policies and procedures in the MCO.

Speaker:Courtney McDuffie Shetley, Enrollee Support Manager, Community & Consumer Relations, Dept., Western Highlands Network

Success Through SynergySPRING POLICY FORUM June 18-19, 2012 Hilton North Raleigh, Raleigh, N.C.

Why Attend…North Carolina’s MH/DD/SA system is in the midst of converting to a statewide Medicaid Waiver for MH/DD/SA Services, a number of counties just began operating under the waiver and the rest will start in January, 2013. LME mergers in July will reduce the number of LMEs to just 11 Managed Care Organizations (MCOs). What does all this mean for consumers, providers, LME/MCO staff and services? The conference theme, “Success Through Synergy” identifies the fact that in order for this to work, communities, stakeholders, consumers, providers and LMEs, have to come together. This Forum will explore specific topic areas where we can work together and be successful.

Who Should Attend…This conference offers training that supports all MH/DD/SA stakeholders in the Target Audience of: Local Management Entities (LMEs) Managers and Management Team Members, Board Members, Clinicians, Service Provider CEOs, and Management staff, Supervisors, Clinical Directors, Medical Directors, Quality Improvement Staff, IT Staff, Financial, Medical Records and Human Resource Staff, Counselors, Service Coordinators, Social Workers, Advocates, Consumer and Family Advisory Committee Members, and others interested in our system.

Concurrent Sessions June 18, 2012 1:30 p.m. – 4:45 p.m.

LME or LME/MCO: In Business and Information Management what’s the Difference?

Whether you are a LME, LME/MCO or provider, there will be changes in the way that you conduct your business and information system operations under a Medicaid waiver. This session will focus on the changes in business processes that are underway in LMEs to become LME/MCOs. Issues such as interface between LME/MCOs and providers, clearinghouses, the business and IT operation of credentialing, contracts, audits, reporting and mergers will be discussed during this session. The speakers will each bring their own experiences in their LME/MCO in implementing or preparing to implement a Medicaid waiver. Participants will: learn about specific business processes and protocols needed under a Medicaid waiver; hear about the differences between the LME business model and the LME/MCO model; and discuss the interface needed between the LME/MCO and providers under a Medicaid waiver.

Speakers:Joy Futrell, Assistant Director, East Carolina Behavioral Health LMEKelly Goodfellow, Director of Business Operations, Durham LMESharon Lentz, Chief Financial Officers, Western Highlands Network

Tuesday, June 19, 20129:30 a.m. – 11:30 a.m.

This conference is being co-sponsored by the 3-C Institute for

Social DevelopmentContinuing Education- Total Hours 7.4

General Continuing Education - 3-C Institute for Social Development can issue a general certificate of Continuing Education. Please check with your employer for your institution’s specific continuing education requirements.Psychologists - This course is co-sponsored by 3-C Institute for Social Development and NC Council of Community Programs. 3-C Institute for Social Development is approved by the American Psychological Association to offer continuing education for psychologists. 3-C Institute for Social Development maintains responsibility for this program.Social Workers - 3-C Institute for Social Development is approved as a provider for social work continuing education by the Association of Social Work Boards (ASWB; www.aswb.org), through the Approved Continuing Education (ACE) program. 3-C Institute for Social Development maintains responsibility for this program.Counselors - 3-C Institute for Social Development is an NBCC-Approved Continuing Education Provider (ACEPTM) and a co-sponsor of this course. 3-C Institute for Social Development may award NBCC-approved clock hours for events or programs that meet NBCC requirements. 3-C Institute for Social Development maintains responsibility for all aspects of this program.

Part II: 10:50 a.m. – 12:00 p.m.The Talk around the Water Cooler: What’s Really Being said about Waivers and Where We’re Headed

Everyone has a perspective on any policy decision that is made. Everyone has concerns and expectations — hopes and fears. When the policy decisions being made are ones that change the course of a service system, access, payment and the spectrum of services, it’s to be expected that the hopes and fears are amplified. This panel discussion will be around articulating the expectations that individuals have, from their perspective in the system, and their concerns. Parts of the discussion may be focus on issues that cannot be addressed by a policy decision, but are most important to some individuals, or around processes that need some work. This panel discussion is about what’s being said “around the water cooler” rather than around the decision making tables. It will include discussion of the move to Medicaid waivers and health homes and how it will impact individuals involved in the MH/DD/SA service system.

Moderator:David Swann, CEO, Crossroads Behavioral Healthcare and Consultant for the National Council for Community Behavioral Healthcare and MTM Services, LLC.

Panelists:Anna Abrams, Member of the Commission on MH/DD/SAS, Wake CFAC and State CFAC MemberArthur Carder, MSW, Chief Executive Officer, Western Highlands NetworkDeby Dihoff, MA, Executive Director, NAMI North Carolina Jeanne Duncan, President, RHA Health Services, Inc., RHA Management Services, Inc.Marc Jacques, Chair, Wake County LME CFAC & State CFACPeggy Terhune, Ph.D. CEO, MonarchLeza Wainwright, Chief Executive Officer, East Carolina Behavioral Health LME

Speaking from Experience: Understanding andOperating the Innovations Waiver

This session will provide an overview of the Innovations Waiver operational components. Session participants will learn about the unique management opportunities/challenges for a 1915 (c) waiver in a 1915 (b) (c) waiver environment. The session will provide practical implementation tips regarding waiver management functions. The presenters will share keys to successful (c ) waiver management based on six years of on the ground experience. The session will cover: general knowledge regarding the operational components of the Innovations waiver; practical implementation tips regarding waiver management; share keys to success for waiver management and “pot holes” to avoid; and discuss the evolution of waiver management from start up to full implementation.

Speaker: Andrea J. Misenheimer, Medicaid Director, PBH

Spring Policy Forum Exhibition

Monday, June 18, 2012

There will be exhibitors to visit with during the day on June 18th. They are available to provide you with information on their products and services. If you would like to participate as an

exhibitor, contact Jean Overstreet at (919) 327-1510 or jean@nc-council.org .

Aside from learning about the most important policy topics of the day, another great reason to attend the Spring Policy Forum is

networking. Every year, attendees tell us this conference is one of the best places to meet and network with other system leaders, whether

they are LME/MCO decision makers, CABHAs, other MH/DD/SA Providers, Legislators, State Government Leaders, Hospital Managers, Vendors, Consumers, or Advocates, this is a great opportunity to see

and be seen.

Leadership Awards Luncheon – Monday, June 18th 12:00 p.m.

The NC Council’s Leadership Awards will be presented at a luncheon on Monday. These awards are designed to recognize individuals in the community who are going “above and beyond” the normal activities to improve the lives of individuals with MH/DD/SA needs. We hope you will join us to recognize this year’s winners.

The Leadership Awards banquet is being sponsored by: Alexander Youth Network, Behavioral Health Centers of Carolinas Healthcare System, Brynn Marr Hospital, Developmental Disabilities Resources, The Echo Group, Frye Regional Medical Center, Holly Hill Hospital, LifeSpan, Inc., Monarch, Netsmart Technology, Old Vineyard Behavioral Health Services, Patagonia Health EMR, Southern Pharmacy Services, and Qualifacts Systems, Inc.

Meeting of Friends of Bill and Lois W.Monday, June 18, 2012 8:00 p.m. This wil be an open meeting. Everyone invited

Buffet BreakfastTuesday, June 19, 2012 7:30 a.m. - 9:45 a.m.

Attendees enjoy a full and delicious breakfast buffet before heading over to the Closing Plenary Session.

Networking Opportunities Closing Session

The Future of Integration in North Carolina

Al Delia, Secretary for the NC Department of Health and Human Services

Newly appointed Department of Health and Human Service Secretary Al Delia is not new to the issues of Health and Human Services in NC. Most of his time in the Governor’s office was spent focused on these issues. He understands where the system is headed. Secretary Delia will offer his insights into how different state level technology systems are leading the MH/DD/SA system toward greater integration with other health and human service agencies; systems such as MMIS, NC FAST, NC Snap. If you don’t know the meaning of these acronyms, plan to attend this session to learn more.

Update on State Budget and LME Governance

Photo – Rep. Dollar

The General Assembly is again faced with an anticipated budget deficit. Representative Nelson Dollar, Appropriations and Health and Human Services Chair, will provide an overview of the budget, his perspective on the severity of the problem, and discuss the implications for MH, I/DD, SA services. Representative Dollar also chairs the Subcommittee on Governance of the Legislative Oversight Committee on Health and Human Services and will discuss actions taken by this committee and the impact on LME/MCO boards moving forward.

Hotel Reservations Accommodations for this event will be at the Hilton North Raleigh in Raleigh, NC, conveniently located and close to all downtown attractions. The special hotel room rate for those attending the Spring Policy Forum is $107 for a single or double occupancy, but this special rate is ONLY available through May 17, 2012. To make your reservations, call the main hotel at (919) 872-2323 or call 1-800-HILTONS or use their website www.northraleigh.hilton.com . Be sure to indicate you are attending the “NC Council’s Spring Policy Forum.” The hotel offers a free shuttle from the RDU Airport to the Hotel.

Provider Network Development and Maintenance in the Waiver Environment

By definition, the provider network in an MCO is that group of organizations and licensed individuals enrolled with the MCO to provide specific services to the consumers within the MCO catchment area. For the LMEs that have developed into MCOs, as well as for those coming on as MCOs in the near future, a strong, viable provider network serves as the foundation for service provision. This session will identify and discuss critical tools and processes for provider network development and maintenance, with focus on credentialing, needs assessment and analysis, and the use of data to drive decisions. The importance of utilizing authorization and paid claims information (both current and historical) in the right sizing of networks will be addressed, along with discussion of steps MCOs are considering as networks are refined.

Speakers:Dave Peterson, MA, Waiver Contract Manager, East Carolina Behavioral Health MCODonald Reuss, Director of Provider Network Operations, Western Highlands Network MCO

Part I: 9:00 a.m. – 10:30 a.m.System Redesign: What’s In It For All?

North Carolina is redesigning the public behavioral health service system through policy changes – learn why and how to improve behavioral health care throughout our state. This learning experience will provide support for the use of policies as tools to improve care through Managed Behavioral Health Organizations, Providers, and Recovery Practices. Learning how to take advantage of innovative redesign by partnering with newly integrated healthcare entities (ACOs, Health Homes, etc.) will be a focus.   Speaker:David Swann, CEO Crossroads Behavioral Healthcare and Consultant for the National Council of Community Behavioral Healthcare and MTM Services, LLC.

Monday, June 18, 2012 Opening Plenary Session

Incorporating Customer Service Issues in Waiver Planning and Implementation

Western Highlands Network (WHN) became an MCO in January of this year. From the months leading to implementation to the present, staff have taken a number of steps to ensure that the needs of customers remain at the forefront of managed care processes. In this session, WHN representatives will discuss topics related to Enrollee and Customer Services throughout the evolution of the MCO. Areas of focus will include the engagement of the local CFAC, establishing Customer Services standards, staff training needs, and coordination of responses to customers across MCO departments. The session will include: identifying critical issues that ensure a consumer focused LME to MCO transition; learning how to maximize consumer and family member input in the development of the MCO; and ways to ensure the development of coordinated consumer-focused policies and procedures in the MCO.

Speaker:Courtney McDuffie Shetley, Enrollee Support Manager, Community & Consumer Relations, Dept., Western Highlands Network

Success Through SynergySPRING POLICY FORUM June 18-19, 2012 Hilton North Raleigh, Raleigh, N.C.

Why Attend…North Carolina’s MH/DD/SA system is in the midst of converting to a statewide Medicaid Waiver for MH/DD/SA Services, a number of counties just began operating under the waiver and the rest will start in January, 2013. LME mergers in July will reduce the number of LMEs to just 11 Managed Care Organizations (MCOs). What does all this mean for consumers, providers, LME/MCO staff and services? The conference theme, “Success Through Synergy” identifies the fact that in order for this to work, communities, stakeholders, consumers, providers and LMEs, have to come together. This Forum will explore specific topic areas where we can work together and be successful.

Who Should Attend…This conference offers training that supports all MH/DD/SA stakeholders in the Target Audience of: Local Management Entities (LMEs) Managers and Management Team Members, Board Members, Clinicians, Service Provider CEOs, and Management staff, Supervisors, Clinical Directors, Medical Directors, Quality Improvement Staff, IT Staff, Financial, Medical Records and Human Resource Staff, Counselors, Service Coordinators, Social Workers, Advocates, Consumer and Family Advisory Committee Members, and others interested in our system.

Concurrent Sessions June 18, 2012 1:30 p.m. – 4:45 p.m.

LME or LME/MCO: In Business and Information Management what’s the Difference?

Whether you are a LME, LME/MCO or provider, there will be changes in the way that you conduct your business and information system operations under a Medicaid waiver. This session will focus on the changes in business processes that are underway in LMEs to become LME/MCOs. Issues such as interface between LME/MCOs and providers, clearinghouses, the business and IT operation of credentialing, contracts, audits, reporting and mergers will be discussed during this session. The speakers will each bring their own experiences in their LME/MCO in implementing or preparing to implement a Medicaid waiver. Participants will: learn about specific business processes and protocols needed under a Medicaid waiver; hear about the differences between the LME business model and the LME/MCO model; and discuss the interface needed between the LME/MCO and providers under a Medicaid waiver.

Speakers:Joy Futrell, Assistant Director, East Carolina Behavioral Health LMEKelly Goodfellow, Director of Business Operations, Durham LMESharon Lentz, Chief Financial Officers, Western Highlands Network

Tuesday, June 19, 20129:30 a.m. – 11:30 a.m.

This conference is being co-sponsored by the 3-C Institute for

Social DevelopmentContinuing Education- Total Hours 7.4

General Continuing Education - 3-C Institute for Social Development can issue a general certificate of Continuing Education. Please check with your employer for your institution’s specific continuing education requirements.Psychologists - This course is co-sponsored by 3-C Institute for Social Development and NC Council of Community Programs. 3-C Institute for Social Development is approved by the American Psychological Association to offer continuing education for psychologists. 3-C Institute for Social Development maintains responsibility for this program.Social Workers - 3-C Institute for Social Development is approved as a provider for social work continuing education by the Association of Social Work Boards (ASWB; www.aswb.org), through the Approved Continuing Education (ACE) program. 3-C Institute for Social Development maintains responsibility for this program.Counselors - 3-C Institute for Social Development is an NBCC-Approved Continuing Education Provider (ACEPTM) and a co-sponsor of this course. 3-C Institute for Social Development may award NBCC-approved clock hours for events or programs that meet NBCC requirements. 3-C Institute for Social Development maintains responsibility for all aspects of this program.

Part II: 10:50 a.m. – 12:00 p.m.The Talk around the Water Cooler: What’s Really Being said about Waivers and Where We’re Headed

Everyone has a perspective on any policy decision that is made. Everyone has concerns and expectations — hopes and fears. When the policy decisions being made are ones that change the course of a service system, access, payment and the spectrum of services, it’s to be expected that the hopes and fears are amplified. This panel discussion will be around articulating the expectations that individuals have, from their perspective in the system, and their concerns. Parts of the discussion may be focus on issues that cannot be addressed by a policy decision, but are most important to some individuals, or around processes that need some work. This panel discussion is about what’s being said “around the water cooler” rather than around the decision making tables. It will include discussion of the move to Medicaid waivers and health homes and how it will impact individuals involved in the MH/DD/SA service system.

Moderator:David Swann, CEO, Crossroads Behavioral Healthcare and Consultant for the National Council for Community Behavioral Healthcare and MTM Services, LLC.

Panelists:Anna Abrams, Member of the Commission on MH/DD/SAS, Wake CFAC and State CFAC MemberArthur Carder, MSW, Chief Executive Officer, Western Highlands NetworkDeby Dihoff, MA, Executive Director, NAMI North Carolina Jeanne Duncan, President, RHA Health Services, Inc., RHA Management Services, Inc.Marc Jacques, Chair, Wake County LME CFAC & State CFACPeggy Terhune, Ph.D. CEO, MonarchLeza Wainwright, Chief Executive Officer, East Carolina Behavioral Health LME

Speaking from Experience: Understanding andOperating the Innovations Waiver

This session will provide an overview of the Innovations Waiver operational components. Session participants will learn about the unique management opportunities/challenges for a 1915 (c) waiver in a 1915 (b) (c) waiver environment. The session will provide practical implementation tips regarding waiver management functions. The presenters will share keys to successful (c ) waiver management based on six years of on the ground experience. The session will cover: general knowledge regarding the operational components of the Innovations waiver; practical implementation tips regarding waiver management; share keys to success for waiver management and “pot holes” to avoid; and discuss the evolution of waiver management from start up to full implementation.

Speaker: Andrea J. Misenheimer, Medicaid Director, PBH

Spring Policy Forum Exhibition

Monday, June 18, 2012

There will be exhibitors to visit with during the day on June 18th. They are available to provide you with information on their products and services. If you would like to participate as an

exhibitor, contact Jean Overstreet at (919) 327-1510 or jean@nc-council.org .

Aside from learning about the most important policy topics of the day, another great reason to attend the Spring Policy Forum is

networking. Every year, attendees tell us this conference is one of the best places to meet and network with other system leaders, whether

they are LME/MCO decision makers, CABHAs, other MH/DD/SA Providers, Legislators, State Government Leaders, Hospital Managers, Vendors, Consumers, or Advocates, this is a great opportunity to see

and be seen.

Leadership Awards Luncheon – Monday, June 18th 12:00 p.m.

The NC Council’s Leadership Awards will be presented at a luncheon on Monday. These awards are designed to recognize individuals in the community who are going “above and beyond” the normal activities to improve the lives of individuals with MH/DD/SA needs. We hope you will join us to recognize this year’s winners.

The Leadership Awards banquet is being sponsored by: Alexander Youth Network, Behavioral Health Centers of Carolinas Healthcare System, Brynn Marr Hospital, Developmental Disabilities Resources, The Echo Group, Frye Regional Medical Center, Holly Hill Hospital, LifeSpan, Inc., Monarch, Netsmart Technology, Old Vineyard Behavioral Health Services, Patagonia Health EMR, Southern Pharmacy Services, and Qualifacts Systems, Inc.

Meeting of Friends of Bill and Lois W.Monday, June 18, 2012 8:00 p.m. This wil be an open meeting. Everyone invited

Buffet BreakfastTuesday, June 19, 2012 7:30 a.m. - 9:45 a.m.

Attendees enjoy a full and delicious breakfast buffet before heading over to the Closing Plenary Session.

Networking Opportunities Closing Session

The Future of Integration in North Carolina Al Delia, Secretary for the NC Department of Health and Human Services

Newly appointed Department of Health and Human Service Secretary Al Delia is not new to

the issues of Health and Human Services in NC. Most of his time in the Governor’s office was spent focused on these issues. He understands where the system is headed. Secretary Delia will offer his insights into how different state level technology systems are leading the MH/DD/SA system toward greater integration with other health and human service agencies; systems such as MMIS, NC FAST, NC Snap. If you don’t know the meaning of these acronyms, plan to attend this session to learn more.

Update on State Budget and LME Governance Representative Nelson Dollar, Appropriations and Health & Human Services Chair

The General Assembly is again faced with an anticipated budget deficit. Representative Nelson Dollar, Appropriations and Health and Human Services Chair, will provide an overview of the budget, his perspective on the severity of the problem, and discuss the implications for MH, I/DD, SA services. Representative Dollar also chairs the Subcommittee on Governance of the Legislative Oversight Committee on Health and Human Services and will discuss actions taken by this committee and the impact on LME/MCO boards moving forward.

Hotel Reservations Accommodations for this event will be at the Hilton North Raleigh in Raleigh, NC, conveniently located and close to all downtown attractions. The special hotel room rate for those attending the Spring Policy Forum is $107 for a single or double occupancy, but this special rate is ONLY available through May 17, 2012. To make your reservations, call the main hotel at (919) 872-2323 or call 1-800-HILTONS or use their website www.northraleigh.hilton.com . Be sure to indicate you are attending the “NC Council’s Spring Policy Forum.” The hotel offers a free shuttle from the RDU Airport to the Hotel.

Provider Network Development and Maintenance in the Waiver Environment

By definition, the provider network in an MCO is that group of organizations and licensed individuals enrolled with the MCO to provide specific services to the consumers within the MCO catchment area. For the LMEs that have developed into MCOs, as well as for those coming on as MCOs in the near future, a strong, viable provider network serves as the foundation for service provision. This session will identify and discuss critical tools and processes for provider network development and maintenance, with focus on credentialing, needs assessment and analysis, and the use of data to drive decisions. The importance of utilizing authorization and paid claims information (both current and historical) in the right sizing of networks will be addressed, along with discussion of steps MCOs are considering as networks are refined.

Speakers:Dave Peterson, MA, Waiver Contract Manager, East Carolina Behavioral Health MCODonald Reuss, Director of Provider Network Operations, Western Highlands Network MCO

Part I: 9:00 a.m. – 10:30 a.m.System Redesign: What’s In It For All?

North Carolina is redesigning the public behavioral health service system through policy changes – learn why and how to improve behavioral health care throughout our state. This learning experience will provide support for the use of policies as tools to improve care through Managed Behavioral Health Organizations, Providers, and Recovery Practices. Learning how to take advantage of innovative redesign by partnering with newly integrated healthcare entities (ACOs, Health Homes, etc.) will be a focus.   Speaker:David Swann, CEO Crossroads Behavioral Healthcare and Consultant for the National Council of Community Behavioral Healthcare and MTM Services, LLC.

Monday, June 18, 2012 Opening Plenary Session

Incorporating Customer Service Issues in Waiver Planning and Implementation

Western Highlands Network (WHN) became an MCO in January of this year. From the months leading to implementation to the present, staff have taken a number of steps to ensure that the needs of customers remain at the forefront of managed care processes. In this session, WHN representatives will discuss topics related to Enrollee and Customer Services throughout the evolution of the MCO. Areas of focus will include the engagement of the local CFAC, establishing Customer Services standards, staff training needs, and coordination of responses to customers across MCO departments. The session will include: identifying critical issues that ensure a consumer focused LME to MCO transition; learning how to maximize consumer and family member input in the development of the MCO; and ways to ensure the development of coordinated consumer-focused policies and procedures in the MCO.

Speaker:Courtney McDuffie Shetley, Enrollee Support Manager, Community & Consumer Relations, Dept., Western Highlands Network

SPRING POLICY FORUM

June 18-19, 2012

Hilton North Raleigh

Raleigh, N.C.

505 Oberlin Road, Suite 100Raleigh, North Carolina 27605

NONPROFIT ORGUS POSTAGE PAID

RALEIGH, NCPERMIT NO. 2483

NC Council of Community Mental Health, Developmental Disabilities and Substance Abuse Programs

June 18-19, 2012Hilton North Raleigh Raleigh, NC

Monday, June 18, 20127:30 a.m. Registration Opens

8:30 a.m. Exhibits Open

9:00 a.m. – 10:30 a.m. Opening Plenary Session Session Part I - System Redesign: What’s In It For All?

10:30 – 10:50 a.m. Break/Visit with Exhibitors

10:50 a.m. – 12:00 p.m. Opening Plenary Session Session Part II - The Talk around the Water Cooler: What’s Really Being said about Waivers and Where We’re Headed

12:00 – 1:00 p.m. Leadership Awards Banquet Sponsored by Alexander Youth Network, Behavioral Health Centers of Carolinas Healthcare System, Brynn Marr Hospital, Developmental Disabilities Resources, The Echo Group, Frye Regional Medical Center, Holly Hill Hospital, LifeSpan, Inc., Monarch, Netsmart Technology, Old Vineyard Behavioral Health Services, Patagonia Health EMR, Southern Pharmacy Services, Qualifacts Systems, Inc.

1:00 p.m. – 1:30 p.m. Network/ Visit Exhibitors

1:30 p.m. – 4:45 p.m. – Concurrent Session • Provider Network Development and Maintenance in the Waiver Environment• Speaking from Experience: Understanding and Operating the Innovations Waiver• LME or LME/MCO: In Business and Information Management what’s the Difference?• Incorporating Customer Service Issues in Waiver Planning and Implementation

3:00 p.m. – 3:45 p.m. Rotating Session Breaks

4:45 p.m. – 5:00 p.m. Door Prize Giveaway - Foyer Exhibitor Area

8:00 p.m. – Meeting of Friends of Bill and Lois W.

Tuesday, June 19, 20127:30 am–9:45 amBreakfast Buffet

8:30 am– 9:15 amLME Membership Meeting

9:30 am–11:30 amClosing Plenary Session Part I - The Future of Integration in North CarolinaPart II - Update on State Budget and LME Governance

11:30 am . . . . . . . . . Adjourn

Success Through SynergyProgram at a Glance

NC Council of Community ProgramsSpring Policy Forum

Success Through Synergy

REGISTRATION FORM Success Through Synergy2012 Spring Policy Forum 2 June 18-19, 2012 2 Hilton North Raleigh, Raleigh, NC

REGISTRATION CUT OFF DATE IS June 8, 2012 after that date you must register on siteHow to Register:

1. On line at www.nc-council.org and pay with a VISA or MASTERCARD (only LMEs may choose the bill me option). On line registrants will receive email confirmation of registration.

2. Mail in registration form with check.

NAME __________________________________________________________________________________________

TITLE __________________________________________________________________________________________

ORGANIZATION __________________________________________________________________________________

BILLING ADDRESS ________________________________________________________________________________

STATE ____________ CITY ___________________________________________________ ZIP ________________

EMAIL ______________________________________________ PHONE ___________________________________

SPECIAL OFFERS – Register 3 Staff (Full Registration) and bring the 4th staffer for FREE!

E A R LY B I R D R E G I S T R AT I O N The deadline for Early Bird Registration is May 18, 2012. Any registration not received by that time will be accepted on a first-come-first-serve basis at the late fee price. On site registration will be available at an on-site registration fee.

II. CONFERENCE FEES Early Bird by 5/18 After 5/18__ Full Registration $240 $260 (Includes: Monday Plenary, trainings, luncheonexhibits, Tuesday breakfast & Closing Plenary session)

Economy Saver__ One Day Registration $190 $210 (Includes: Opening Plenary, trainings, luncheon, exhibits)

__ Leadership Awards Luncheon Only $30 $30

TOTAL AMOUNT ENCLOSED $___________Please make check payable to “NC Council of Community Programs” and mail to 505 Oberlin Road, Suite 100, Raleigh, NC 27605. Payment must be received at the Council office no later than June 8, 2012. Questions, call (919) 327-1500.

TRAINING (mark one)III. Please (X) which training you will attend:

___ Provider Network Development and Maintenance in the Waiver Environment___ Speaking from Experience: Understanding and Operating the Innovations Waiver ___ LME or LME/MCO: In Business and Information Management what’s the Difference?___ Incorporating Customer Service Issues in Waiver Planning and Implementation

Indicate special needs (diet or disability only)_____________________________________________________________________ Cancellations: To receive any refund, you must call Karen Payne at (919) 327-1500 or email her at karen@nc-council.org by 5:00 p.m. on the dates indicated below. There will be a $15 service charge for ANY cancellation no matter when the cancellation is made. Cancellation dates: Full refunds (minus $15) will be given if cancellation made by May 18, 2012; a one-half refund (minus $15) will be given for cancellations made between May 18 and May 25, 2012; no refund will be available after 5:00 p.m. on May 25, 2012.

SPRING POLICY FORUM

June 18-19, 2012Hilton North Raleigh

Raleigh, N.C.

505 Oberlin Road, Suite 100Raleigh, North Carolina 27605

NONPROFIT ORGUS POSTAGE PAID

RALEIGH, NCPERMIT NO. 2483

NC Council of Community Mental Health, Developmental Disabilities and Substance Abuse Programs

June 18-19, 2012Hilton North Raleigh Raleigh, NC

Monday, June 18, 20127:30 a.m. Registration Opens

8:30 a.m. Exhibits Open

9:00 a.m. – 10:30 a.m. Opening Plenary Session Session Part I - System Redesign: What’s In It For All?

10:30 – 10:50 a.m. Break/Visit with Exhibitors

10:50 a.m. – 12:00 p.m. Opening Plenary Session Session Part II - The Talk around the Water Cooler: What’s Really Being said about Waivers and Where We’re Headed

12:00 – 1:00 p.m. Leadership Awards Banquet Sponsored by Alexander Youth Network, Behavioral Health Centers of Carolinas Healthcare System, Brynn Marr Hospital, Developmental Disabilities Resources, The Echo Group, Frye Regional Medical Center, Holly Hill Hospital, LifeSpan, Inc., Monarch, Netsmart Technology, Old Vineyard Behavioral Health Services, Patagonia Health EMR, Southern Pharmacy Services, Qualifacts Systems, Inc.

1:00 p.m. – 1:30 p.m. Network/ Visit Exhibitors

1:30 p.m. – 4:45 p.m. – Concurrent Session • Provider Network Development and Maintenance in the Waiver Environment• Speaking from Experience: Understanding and Operating the Innovations Waiver• LME or LME/MCO: In Business and Information Management what’s the Difference?• Incorporating Customer Service Issues in Waiver Planning and Implementation

3:00 p.m. – 3:45 p.m. Rotating Session Breaks

4:45 p.m. – 5:00 p.m. Door Prize Giveaway - Foyer Exhibitor Area

8:00 p.m. – Meeting of Friends of Bill and Lois W.

Tuesday, June 19, 20127:30 am–9:45 amBreakfast Buffet

8:30 am– 9:15 amLME Membership Meeting

9:30 am–11:30 amClosing Plenary Session Part I - The Future of Integration in North CarolinaPart II - Update on State Budget and LME Governance

11:30 am . . . . . . . . . Adjourn

Success Through SynergyProgram at a Glance

NC Council of Community ProgramsSpring Policy Forum

Success Through Synergy

REGISTRATION FORM Success Through Synergy2012 Spring Policy Forum 2 June 18-19, 2012 2 Hilton North Raleigh, Raleigh, NC

REGISTRATION CUT OFF DATE IS June 8, 2012 after that date you must register on siteHow to Register:

1. On line at www.nc-council.org and pay with a VISA or MASTERCARD (only LMEs may choose the bill me option). On line registrants will receive email confirmation of registration.

2. Mail in registration form with check.

NAME __________________________________________________________________________________________

TITLE __________________________________________________________________________________________

ORGANIZATION __________________________________________________________________________________

BILLING ADDRESS ________________________________________________________________________________

STATE ____________ CITY ___________________________________________________ ZIP ________________

EMAIL ______________________________________________ PHONE ___________________________________

SPECIAL OFFERS – Register 3 Staff (Full Registration) and bring the 4th staffer for FREE!

E A R LY B I R D R E G I S T R AT I O N The deadline for Early Bird Registration is May 18, 2012. Any registration not received by that time will be accepted on a first-come-first-serve basis at the late fee price. On site registration will be available at an on-site registration fee.

II. CONFERENCE FEES Early Bird by 5/18 After 5/18__ Full Registration $230 $250 (Includes: Monday Plenary, trainings, luncheonexhibits, Tuesday breakfast & Closing Plenary session)

Economy Saver__ One Day Registration $180 $200 (Includes: Opening Plenary, trainings, luncheon, exhibits)

__ Leadership Awards Luncheon Only $30 $30

TOTAL AMOUNT ENCLOSED $___________Please make check payable to “NC Council of Community Programs” and mail to 505 Oberlin Road, Suite 100, Raleigh, NC 27605. Payment must be received at the Council office no later than June 8, 2012. Questions, call (919) 327-1500.

TRAINING (mark one)III. Please (X) which training you will attend:

___ Provider Network Development and Maintenance in the Waiver Environment___ Speaking from Experience: Understanding and Operating the Innovations Waiver ___ LME or LME/MCO: In Business and Information Management what’s the Difference?___ Incorporating Customer Service Issues in Waiver Planning and Implementation

Indicate special needs (diet or disability only)_____________________________________________________________________ Cancellations: To receive any refund, you must call Karen Payne at (919) 327-1500 or email her at karen@nc-council.org by 5:00 p.m. on the dates indicated below. There will be a $15 service charge for ANY cancellation no matter when the cancellation is made. Cancellation dates: Full refunds (minus $15) will be given if cancellation made by May 18, 2012; a one-half refund (minus $15) will be given for cancellations made between May 18 and May 25, 2012; no refund will be available after 5:00 p.m. on May 25, 2012.