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Best in Class Case Management Training Options The Patient Aligned Care Team
Catherine M. Mullahy, RN, BS, CRRN, CCMJeanne H. Boling, RN, MSN, CCM
Mullahy Associates LLC82 Main Street, Suite 300Huntington, NY 11743(631) 673-0406www.mullahyassociates.com
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Catherine Mullahy & Jeanne Boling
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CV HighlightsCatherine M. Mullahy, RN, BS, CRRN, CCM
National/International Speaker & Consultant on Case Management
Author, The Case Manager’s Handbook, Fourth Edition
Former President, Case Management Society of America
Former Chair Commission for Case Manager Certification
Former Owner, Options Unlimited
Former Vice President, Matria Healthcare, now Alere Medical
President, Mullahy & Associates, LLC
Jeanne H. Boling, RN, MSN, CCM
National Speaker/Consultant on Case Management
Former Executive Director Individual Case Management Association
Former Executive Director Case Management Society of America
Former Vice Chair Commission for Case Management Certification
Former Director, URAC
Owner, LNC Associates, LLC
Vice President, Mullahy & Associates, LLC
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Mullahy & Associates, LLC
Our Focus
Consulting, Program Design and Customization for Implementation of state of the art case management practice within unique cultures to meet organizational goals of…
Medical practices
VA Hospitals
Clinics
Managed care organizations
Accountable care organizations
IHS
Other healthcare systems
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Mullahy & Associates Recent History
• 2009-2012– Veteran’s Administration
• Miami• Atlanta• Columbia• Birmingham• Los Angeles/Long Beach• Las Vegas• Loma Linda• Nashville• Puerto Rico• San Diego• National OIF/OEF Case Load Consultants
• Dedication to customizing the programs specifically for the VA
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Mullahy & Associates Recent History
Best in Class Case Management GroupSan Diego Veteran’s Administration
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Mullahy & Associates
• M&A Client– Indian Health Service
• 2000• 2001• 2005• 2009• 2010• 2011• 2012
• Dedication to consulting/customizing the programs specifically for the Veteran’s Administration Health Service
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Mullahy & Associates
• M&A Client– Best in Class Case Management– The Business of Case Management– Direct to Consumer Case Management– Managing Case Managementfor Gannett Corporation, publisher of USA Today
• 2008• 2009• 2010• 2011• 2012
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Mullahy & Associates
Please visit our YouTube Video featuring the Mullahy & Associates Best in Class Case Management Program at the following link….
View Video Here.
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Mullahy & Associates
Our programs train participants to meet specific VA Organizational Goals.
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Patient Centered Medical HomePatient Centered Medical Home
Access
Offer same day appointments
Increase shared medical appointments
Increase non-appointment care
Practice Redesign
Redesign team: oRoles oTasks
Enhance: oCommunicationoTeamwork
Improve Processes:oVisit workoNon-visit work
Care Management & CoordinationFocus on high-risk pts:
oIdentify oManageoCoordinate
Improve care for:oPreventionoChronic disease
Improve transitions between PCMH and:
oInpatientoSpecialtyoBroader Team
Patient Centeredness: Mindset and ToolsPatient Centeredness: Mindset and Tools
Improvement: Systems Redesign, VA TAMMCSImprovement: Systems Redesign, VA TAMMCS
Resources: Technology, Staff, Space, CommunityResources: Technology, Staff, Space, Community
VA PACT Implementation GOALS
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Practice Redesign
Redesign team: oRoles oTasks
Enhance: oCommunicationoTeamwork
Improve Processes:oVisit workoNon-visit work
Care Management & CoordinationFocus on high-risk pts:
oIdentify oManageoCoordinate
Improve care for:oPreventionoChronic disease
Improve transitions between PCMH and:
oInpatientoSpecialtyoBroader Team
Patient Centeredness: Mindset and ToolsPatient Centeredness: Mindset and Tools
Resources: Technology, Staff, Space, CommunityResources: Technology, Staff, Space, Community
BEST IN CLASS PROGRAMS IMPACT THESE VA GOALS
We provide the“HOW to”
In line with FunctionalStatements forCase & Care Mgrs
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Best in Class Case Management:
Winner of Platinum Award
presented at the National Press Club
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Summary of Training Options
• 2 Day Best in Class Case Management in the VA PACT
• 1 Day The Patient Aligned Care Team: From Concept to Reality
• 2 Hour Overview The VA Patient Aligned Care Team: From Concept to Reality
• Key Policy Review and Recommendations for Maximization of the VA PACT
• Ongoing Consulting to various VA Units Throughout the PACT Implementation Process
• Benchmarking Surveys prior to and after implementation
• E-Training Newsletter Quarterly to all who have had the training
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Testimonials
• Excellent presentation. Really enjoyed this class. Would like for all of our CMs to get a chance to participate in the class.
Really good mix of info and presentation of material. Appreciated the quick pace but never felt rushed.
• Great speakers! Very personable, especially when sharing their personal experience. Speakers were very passionate about what they were teaching.
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Columbia, SC VA Best in Class Case Management Class October, 2010
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Columbia, SC VA Best in Class Case Management Class October, 2010
Testimonials• "Totally awesome conference! An honor to learn from such distinguished experts in the field! Look forward to more conferences and greater learning!" - Melissa Neuman, RN - Pearl City, HI
• "I am glad I attended the seminar. Well worth the expense." - Maria Luisa Raneses, RN, BSN, CCM, CRRN - Alexandria, VA
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Testimonial
• "Catherine and Jeanne were effective, engaging, and collegial. As a social worker, I am especially appreciative of the advocacy for all of us in case management to work as a team and draw on each other's skills and strengths." - Maria Hood, LCSW, ACSW, CCM - White Plains, NY
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• Prepared me for the CCM exam. Wonderful! A tremendous amount of information. I did not want the course to end. The presenters were well prepared and knowledgeable.
• The presentation exceeded my expectations. In fact, I was inspired to pursue what I learned these two days to become certified in case management.
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A Partnership for Improved Outcomes
We look forward to discussing possible programs with you …
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Best in Class Case Management for the VA PACT
2 Day Program– The Cornerstone of the Programs
– Includes Workbook and Discounted Fourth Edition of The Case Manager’s Handbook
– For Care Managers, Case Managers and new staff orientation (RNs & SWs)
– Testimonials from the Miami and Columbia Programs to be provided
– Agenda follows
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Best in Class Case Management for the VA PACT 2 Day Program
Schedule and Course Content - Day 1• 7:30 AM Registration• 8:00 AM Introductions• 8:30 AM The VA PACT• 9:30 AM Break• 9:45 What & Why Case Management, Knowledge and Skills Required and Goals of CM • Case Management: The Work Format and Process Applied• 12:00 N Lunch (On Your Own)• 1:00 PM Case Management: The Work Format and Process Applied• 1:45 PM Break• 2:00 PM Effective Communication Skills and Communications Scenarios• 3:15 PM Lines of Insurance• 3:45PM Case Studies• 4:30 PM Adjournment
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Best in Class Case Management for the VA PACT 2 Day Program
Schedule and Course Content - Day 2• 7:30 AM Registration• 8:00 AM Community Resources• 9:00 AM Legal, Risk Management, and Legislative Issues• 10:00 AM Break• 10:15 AM Ethical Issues in Case Management & Case Studies• 11:15 Cultural Issues• 12:15 Lunch (On Your Own)• 1:15 PM Behavioral and Psychosocial Issues• 2:15 PM Polypharmacy & Medication Adherence Issues• 3:15 PM Break• 3:30 PM Case Studies VA• 4:15 PM• 4:30 PM Adjournment
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Interactive Learning Experiences
Columbia SC VA October, 2010
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Indian Health Service Sioux City, Iowa
Sioux City, SD 2010
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IHS Testimonials
• “In all my 12 years at IHS, this is the very best training session I have ever attended! Thank you for an excellent professional presentation!...”- Yakama Indian Health Service
• “Very good presentation – very informative… I finally got the answers to my questions re: case managers… Speakers radiated a true passion for patient advocacy which I appreciated…”- Bishop California
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Options for Consideration• VA Patient Aligned Care Team: From
Concept to Reality 1 Day Program– For Physicians, Administrators and Pharmacists and
new staff orientation– Intensive Program – Agenda
Photo: VA Miami Best in Class Case Management September, 2010
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The VA PACT: From Concept to Reality 1 Day ProgramSchedule and Course Content - Day 17:30 AM Registration8:00 AM Introductions8:30 AM Today’s World…Evolving Models of Care, CMS, Patient Protection Act of
2010….What & Why is Case Management, Knowledge and Skills Required and Goals of CM
9:30 AM Break9:45 AM Case Management: The Standards of Practice, Work Format and Process Applied11:00 AM Case Manager and Care Manager Functional Statements and Competencies
Required11:45 N Lunch (On Your Own)12:45 PM Patient Stratification….which patients should be referred to a Case Manager, Are
orders required? How the team works together. CM Case Loads, Documentation1:30 PM Legal and Ethical Issue Overview for a Case Management Program2:30 PM Positive & Productive Communications Between CM & Provider, CM &
Administration, CM & Patients…the ongoing collaborative team.3:00PM Break3:15 PM Demonstrating Value….Patient Outcomes Utilizing Community and VA
Resources….Resources available to and through Case & Care Managers3:45PM Case Studies…Provider, Care Manager & Case Manager work together as a team
on each of these4:30 PM Summary Q&A5:00 PM Adjournment
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Options for Consideration
• Best in Class Case Management
2 HR Program– For Physicians, Pharmacists and Administrators– Overview of Condensed Intensive Program– To be offered within national programs for Physicians,
Pharmacists or Administrators, Specialty Clinics – Help ancillary personnel understand PACTs and relate
to them– Agenda
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Options for ConsiderationVA Patient Aligned Care Team: From Concept to Reality
2 HR Program
Schedule and Course Content – 2 Hour• What & Why is Case Management, Knowledge and Skills
Required and Goals of CM• Patient Stratification….which patients should be referred to a
Case Manager, Are orders required? How the team works together. CM Case Loads, Documentation
• Case Management: The Standards of Practice, Legal Implications
• Positive & Productive Communications Between CM, Provider, CHS, Administration, CM and Patients…the ongoing collaborative team.
• Demonstrating Value….Patient Outcomes
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Options for Consideration
• Key Policy Reviews and Recommendations
Ms. Mullahy & Ms. Boling would interface in a one-on-one with the key decision makers to review existing case management policies and provide advice and specific recommendations regarding their modification to facilitate “Best in Class” Practices.
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Options for Consideration
Post- Training Program Webinar, to be Scheduled within One Month of the Initial Training Program
• The one-hour webinar directed at the case managers would be led by Ms. Mullahy and would consist of a refresher course to the initial training. After the one-hour webinar, the participants would have the opportunity to send a follow-up question via email to Ms. Mullahy for her direct response via return email. A copy of all communication will be available to the appropriate supervising/managing individuals.
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Options for Consideration
• e-Training Newsletter, issued Quarterly for One Year Following the Initial Training Program
• Each case manager would receive a copy of an e-Training Newsletter providing important tips and reminders for achieving and maintaining “Best in Class” practices.
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Options for Consideration
Benchmarking Survey issued as appropriate before and following the Training Program and as the PACT is being implemented.
• Each case manager would receive a copy of a benchmarking survey designed to monitor their acquired knowledge of “Best in Class” case management practices and their ability to adhere to these practices in the field. The case managers would complete the survey anonymously (to promote full candor and disclosure) and return to Ms. Mullahy via fax or online. The results of the survey would be compiled and analyzed by Mullahy & Associates and provided in a report with recommendations to the appropriate management personnel.
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Creative Partnership
Ongoing Consulting to the VA Management Team at Each VA Facility
• Catherine and Jeanne will be available onsite and throughout the implementation of the VA Medical Home to assist the management team to identify barriers to effective implementation in the various locations through out the VA.
• We will visit each site and work with the implementation teams and VA Management Teams to promote maximization of the Patient Aligned Care Team.
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Ready to Go
Mullahy & Associates, LLC has a
VA Statement of Work to support this program and has been vendorized which will shorten the usual procurement process!
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A Partnership for Improved Outcomes
We look forward to discussing possible programs with you as you…
• Implement the PACT
• Identify & measure outcomes for care coordination and case management
• Prove great patient centered outcomes
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A Partnership That Works!
Mullahy & Associates, LLC82 Main Street, Suite 300Huntington, NY 11743Phone: 631-673-0406Emails: [email protected]@gmail.com
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Best in Class Case Management
Your thoughts…….
How can we best serve YOU?
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