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Improving Access to HCBS Services for People Directing their Own Services Steve Edelstein, PHI Carrie Blakeway, The Lewin Group 2013 National HCBS Conference: September 11, 2013

Improving Access to HCBS Services for People Directing ...€¦ · Share strategies for supporting and developing the workforce providing PDS Discuss strategies for connecting workers

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Page 1: Improving Access to HCBS Services for People Directing ...€¦ · Share strategies for supporting and developing the workforce providing PDS Discuss strategies for connecting workers

Improving Access to HCBS Services for People Directing their Own Services

Steve Edelstein, PHI Carrie Blakeway, The Lewin Group

2013 National HCBS Conference: September 11, 2013

Page 2: Improving Access to HCBS Services for People Directing ...€¦ · Share strategies for supporting and developing the workforce providing PDS Discuss strategies for connecting workers

Session Overview

Provide Opportunities for Participants to:

Consider how workforce availability and strength influences experience of people in participant-directed services (PDS) programs

Share strategies for supporting and developing the workforce providing PDS

Discuss strategies for connecting workers to individuals receiving PDS HCBS

Desired Outcomes:

Session participants identify strategies they can use to support choice and control of individuals in PDS as well as support the people providing services

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Carrie Blakeway: The Lewin Group, DSW Resource Center

Page 3: Improving Access to HCBS Services for People Directing ...€¦ · Share strategies for supporting and developing the workforce providing PDS Discuss strategies for connecting workers

Framing the Issue: Trends and Policy Considerations

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Increasing number of people receive Medicaid-funded HCBS through a participant-directed service (PDS) model

Enrollment not as high as desired in many states

PDS represents a paradigm shift in HCBS delivery

Approximately 800,000 workers in PDS

Many Affordable Care Act provisions promote PDS and person-centered approach to HCBS delivery

Department of Labor proposed rule change to companionship exemption on the horizon

Page 4: Improving Access to HCBS Services for People Directing ...€¦ · Share strategies for supporting and developing the workforce providing PDS Discuss strategies for connecting workers

Framing the Issue: Workforce Development in Participant-directed Models

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States, MCOs and employers must think about workforce development in PDS differently

Many friends and family members

Often work for one individual only

Find their work rewarding, are satisfied with their jobs and feel they use their skills well

Training needs and preferences are different

Many states have either implemented or are considering implementing managed care for LTSS.

Managed care organizations (MCOs) historically have had limited experience with LTSS including PDS

Page 5: Improving Access to HCBS Services for People Directing ...€¦ · Share strategies for supporting and developing the workforce providing PDS Discuss strategies for connecting workers

Who is here today? Introductions and questions to think about

Do people in my state have easy access to the participant directed model of services?

Can people in PDS in my state easily find people to support them in their homes and communities?

What types of supports are available to family members and friends supporting people in participant-direction in my state?

What types of supports are available to other workers – non-relatives - supporting people in participant-direction in my state?

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Page 6: Improving Access to HCBS Services for People Directing ...€¦ · Share strategies for supporting and developing the workforce providing PDS Discuss strategies for connecting workers

Agenda: Information and Strategies to Discuss

Findings from Michigan’s surveys of participant-directed workers

Different training strategies

Potential of matching services registries and design considerations

Role of No Wrong Door systems in promoting PDS and supporting PDS workers

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Lori Sedlezky: University of Minnesota, DSW Resource Center

Page 7: Improving Access to HCBS Services for People Directing ...€¦ · Share strategies for supporting and developing the workforce providing PDS Discuss strategies for connecting workers

Background on Michigan Surveys

2010 Office of Services to the Aging received federal funding through CMS State Profile Tool grant.

Based on guidance from the Direct Service Worker Resource Center on how to build a minimum data set of workforce information.

National baseline survey effort with seven other states.

All reports available at:

www.phinational.org/michigan/workforcesurveys

Page 8: Improving Access to HCBS Services for People Directing ...€¦ · Share strategies for supporting and developing the workforce providing PDS Discuss strategies for connecting workers

Goals: Workers in Self-Determination Surveys

Community Metal Health Self-Determination Surveys

Understand motivations, satisfaction and training needs to secure the option

Collect baseline demographic data

Identify strategies to strengthen and support recruitment and retention

Analyze data by worker relationship to participant

Page 9: Improving Access to HCBS Services for People Directing ...€¦ · Share strategies for supporting and developing the workforce providing PDS Discuss strategies for connecting workers

Key Findings – Workers in Self-Determination

DSWs supporting self-determination participants are, overall, satisfied with their jobs

DSWs believe training in certain core-competencies should be mandatory including:

Nearly 40 % of DSWs in self direction are uninsured

Notable differences are reported between DSWs based on relationship to participant

First Aid/Universal Precautions Person Centered Planning

Consumer Rights & Responsibilities Stress Management

Understanding Mental Illness Health Conditions

Behavior Management Communication Skills

Page 10: Improving Access to HCBS Services for People Directing ...€¦ · Share strategies for supporting and developing the workforce providing PDS Discuss strategies for connecting workers

MI Surveys - Recommendations and Strategies

Establish competency-based training infrastructure to prepare workers for first 6 months of employment and increase on-demand training opportunities

Offer more and continuing work to current DSWs to build and sustain workforce

Provide information and resources to help self-determination workers secure health care coverage

Explore opportunities to increase wages, either at provider level or system-wide

Page 11: Improving Access to HCBS Services for People Directing ...€¦ · Share strategies for supporting and developing the workforce providing PDS Discuss strategies for connecting workers

Get to Know Your State’s DSW Workforce

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Visit PHI PolicyWorks at: www.phinational.org/policy

Page 12: Improving Access to HCBS Services for People Directing ...€¦ · Share strategies for supporting and developing the workforce providing PDS Discuss strategies for connecting workers

Initiatives and Lessons Learned from Three States

Dawn Lambert, CT Dept of Social Services DSW Core Competencies and Training for PDS, DSW Advertising Campaign

and DSW Registry

[email protected]

Lorrie Mahar, WA State Dept of Social & Health Services DSW Training

[email protected]

Michelle Morse Jernigan, TN Dept of Finance and Administration, Bureau of TennCare Provisions for PDS and DSW included in Managed Care Contracts

[email protected] (615) 507-6528

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Page 13: Improving Access to HCBS Services for People Directing ...€¦ · Share strategies for supporting and developing the workforce providing PDS Discuss strategies for connecting workers

Training and Recruitment Initiative in CT

DSW Customized Training Established workgroup that included allied health professionals, self-

advocates and other stakeholders

Established DSW competencies

Developed optional PCA training and certification through community colleges

DSW Recruitment Strategies

Established workgroup and hosted focus groups with participant/family-employers and direct service workers (employees)

Launched My Place CT – “One Stop” Source for LTC information

Launched the Workforce Development Campaign

Implement and Maintain a DSW Registry

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Page 14: Improving Access to HCBS Services for People Directing ...€¦ · Share strategies for supporting and developing the workforce providing PDS Discuss strategies for connecting workers

Training and Recruitment Initiative in CT

Workforce Development Campaign

Audience: Potential Workforce

Who they are: students about to enter workforce, mature adults considering a career change, and/or professionals who want a second job.

How they think (that makes them candidates): personal experience with loved one, value compassion over monetary reward, like to help others, and/or want to make difference.

Approach

Hartford Courant CareerBuilders ads

Radio spots

Bus shelters & billboards-located near medical centers and potential workforce

Public relations to educate prospective career prospects-

opportunities and how they can learn more

Community outreach

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Page 15: Improving Access to HCBS Services for People Directing ...€¦ · Share strategies for supporting and developing the workforce providing PDS Discuss strategies for connecting workers

Recommendations from CT

Develop and work with a diverse workgroup

Create strategies that balance professional concerns with self-directing participant/family-employers’ concerns

Start building the direct service workforce now

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Page 16: Improving Access to HCBS Services for People Directing ...€¦ · Share strategies for supporting and developing the workforce providing PDS Discuss strategies for connecting workers

Training Initiative in WA

In an initiative process, WA State citizens vote to create a law that is implemented.

These Initiatives require increased training (75 hours) for long-term care (LTC) workers/Individual Providers or (IPs) in community-based settings and certification as home health aide.

IPs exempt from full training requirement include:

IP (adult child) caring for biological, step or adoptive parent only – 35 hrs plus 12 hrs of continuing education (CE)

IP (parent) caring for biological, step or adoptive son or daughter w/ ID/DD only – 12 hrs

IP (parent) caring for biological, step or adoptive son or daughter

w/out ID/DD only – 35 hrs

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Page 17: Improving Access to HCBS Services for People Directing ...€¦ · Share strategies for supporting and developing the workforce providing PDS Discuss strategies for connecting workers

Training Initiative in WA (cont.)

IPs (related-non legally responsible individual or unrelated individual) providing services to one person for under 20 hours/month

35 hrs of training required or 75 hrs of training or CNA

If performing nurse delegation for nursing assistants or home care aides an additional 9 hours of training required

If performing nurse delegation w/special focus diabetes an additional 3 hrs of training required

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Page 18: Improving Access to HCBS Services for People Directing ...€¦ · Share strategies for supporting and developing the workforce providing PDS Discuss strategies for connecting workers

Considerations from WA

To get good outcomes LTC workers need quality training

Consumers and families must be engaged in and willing to direct the provision of consumers’ care

It is very important to evaluate the quality and effectiveness of training for LTC workers

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Page 19: Improving Access to HCBS Services for People Directing ...€¦ · Share strategies for supporting and developing the workforce providing PDS Discuss strategies for connecting workers

Recommendations from TN for MCOs Supporting Members in PDS

Take the time to educate MCOs about PDS

Obtain top down buy-in to get MCOs on board.

Provide vendor training for MCOs’ front line staff on participant direction.

Have state agency staff participate in at least one MCO staff training session.

Make sure MCO contract language is clear and comprehensive – it drives everything

Conduct Readiness Reviews with MCOs and VF/EA FMS organizations

Develop and implement DSW and member training

Establish qualifications, core competencies and training requirements for DSWs.

Require member-specific training.

Get required signatures (“sign-offs”) from members and DSWs

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Page 20: Improving Access to HCBS Services for People Directing ...€¦ · Share strategies for supporting and developing the workforce providing PDS Discuss strategies for connecting workers

Matching Services Registries

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Page 21: Improving Access to HCBS Services for People Directing ...€¦ · Share strategies for supporting and developing the workforce providing PDS Discuss strategies for connecting workers

What We Know About Consumer Directed Services

Lack of infrastructure to support consumer-directed personal assistance services (PAS)

Evidence of unmet need due to inability to locate worker

Expanding PAS workforce but generally poor job quality

Page 22: Improving Access to HCBS Services for People Directing ...€¦ · Share strategies for supporting and developing the workforce providing PDS Discuss strategies for connecting workers

What consumers & workers want

Quick access to up-to-date info

Safety & quality

Good matches

One-stop type efficiencies and functions

Page 23: Improving Access to HCBS Services for People Directing ...€¦ · Share strategies for supporting and developing the workforce providing PDS Discuss strategies for connecting workers

Defining “Matching Services”

“Dynamic” registry services that…

• Gather info about consumers’ needs/ preferences AND workers’ availability/ skills / preferences

• Match consumers and workers in one of two ways:

Electronic searches of worker database using searchable criteria

Individualized contact with trained staff who conduct searches and report results to consumer

Page 24: Improving Access to HCBS Services for People Directing ...€¦ · Share strategies for supporting and developing the workforce providing PDS Discuss strategies for connecting workers

How are Matching Service Registries Different from Other Types of Registries?

“Matching Services” Connect consumers with individual PAS workers

“Safety Registries” Identify PAS workers with questionable backgrounds

“Quality Assurance Registries” Verify training and certification compliance; check background

Page 25: Improving Access to HCBS Services for People Directing ...€¦ · Share strategies for supporting and developing the workforce providing PDS Discuss strategies for connecting workers
Page 26: Improving Access to HCBS Services for People Directing ...€¦ · Share strategies for supporting and developing the workforce providing PDS Discuss strategies for connecting workers

Matching Registries – National Picture

15 statewide matching services

4 states with a regional matching service

1 matching services under consideration or development

28 states with no state or regional matching service

Page 27: Improving Access to HCBS Services for People Directing ...€¦ · Share strategies for supporting and developing the workforce providing PDS Discuss strategies for connecting workers
Page 28: Improving Access to HCBS Services for People Directing ...€¦ · Share strategies for supporting and developing the workforce providing PDS Discuss strategies for connecting workers
Page 29: Improving Access to HCBS Services for People Directing ...€¦ · Share strategies for supporting and developing the workforce providing PDS Discuss strategies for connecting workers
Page 30: Improving Access to HCBS Services for People Directing ...€¦ · Share strategies for supporting and developing the workforce providing PDS Discuss strategies for connecting workers
Page 31: Improving Access to HCBS Services for People Directing ...€¦ · Share strategies for supporting and developing the workforce providing PDS Discuss strategies for connecting workers

Promise of robust registries

Create a platform for shaping access of workers & consumers to each other

Help overcome “market imperfections” due to decentralized Participant Direction system

Meet needs of both consumers & workers for “more than a list”

Page 32: Improving Access to HCBS Services for People Directing ...€¦ · Share strategies for supporting and developing the workforce providing PDS Discuss strategies for connecting workers

Matching Service Registries: What’s in it for NWDs?

Supports No Wrong Door systems

Supports No Wrong Door systems in connecting private pay individuals with services

Supports No Wrong Door systems role facilitating consumer-directed services for Medicaid and Veterans Affairs programs

Builds on No Wrong Door systems knowledge and experience creating and maintaining searchable resource databases

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Page 33: Improving Access to HCBS Services for People Directing ...€¦ · Share strategies for supporting and developing the workforce providing PDS Discuss strategies for connecting workers

Role of NWDs in PDS and Support for Workers and Participants

Facilitate coordination and collaboration on workforce supports across community-based organizations and stakeholders

Host or support matching registry services

Market to and provide counseling and assistance to workers

Provide systems navigation and benefits enrollment to workers

Offer networking opportunities and supports to paid workers and unpaid family caregivers

Engage family caregivers and unrelated direct service workers in care transitions interventions

Develop policies that support the inclusion of paid and unpaid support workers in person-centered planning efforts, at the individual’s direction

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For more information, See Starter Kit on Strengthening the Workforce for NWD/SEPs : http://www.dswresourcecenter.org/tiki-download_file.php?fileId=620

Page 34: Improving Access to HCBS Services for People Directing ...€¦ · Share strategies for supporting and developing the workforce providing PDS Discuss strategies for connecting workers

Contact Us

Kate King, Project Officer CMS, CMSO, DEHPG, DCST

[email protected]

Carrie Blakeway, Managing Consultant The Lewin Group

[email protected]

Steve Edelstein, National Policy Director PHI

[email protected]

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National DSW Resource Center [email protected]

1-877-822-2647