Session # D4 You’re Hired! Now What? Recommendations for ECPS Beginning Integrated Care Laura E Sudano, PhD, LMFT, Director of Behavioral Sciences, Wake Forest Family Medicine Residency Lauren DeCaporale-Ryan, PhD, Geropsychologist, University of Rochester Medical Center, Psychiatry, Medicine, & Surgery Michelle Keating, DO, Faculty Development Fellow, Wake Forest Family Medicine Residency Please insert the assigned session number (track letter, period number), i.e., A2a Please insert the TITLE of your presentation. List EACH PRESENTER who will ATTEND the CFHA Conference to make this presentation. You may acknowledge other authors who are not attending the Conference in subsequent slides. CFHA 18th Annual Conference October 13-15, 2016  Charlotte, NC U.S.A. Collaborative Family Healthcare Association 12th Annual Conference

Faculty Disclosure The presenters of this session have NOT had any relevant financial relationships during the past 12 months. You must include ONE of the statements above for this session. CFHA requires that your presentation be FREE FROM COMMERCIAL BIAS. Educational materials that are a part of a continuing education activity such as slides, abstracts and handouts CANNOT contain any advertising or product‐group message. The content or format of a continuing education activity or its related materials must promote improvements or quality in health care and not a specific propriety business interest of a commercial interest. Presentations must give a balanced view of therapeutic options. Use of generic names will contribute to this impartiality. If the educational material or content includes trade names, where available trade names for products of multiple commercial entities should be used, not just trade names from a single commercial entity. Faculty must be responsible for the scientific integrity of their presentations. Any information regarding commercial products/services must be based on scientific (evidence‐based) methods generally accepted by the medical community. Collaborative Family Healthcare Association 12th Annual Conference

Learning Objectives At the conclusion of this session, the participant will be able to: Describe and implement a needs assessment at your organization. Define grant resources that will support program implementation and sustainability, and describe key components of successful grant writing. Identify future collaborators for program development at your organization. Include the behavioral learning objectives you identified for this session Collaborative Family Healthcare Association 12th Annual Conference

References Kessler, R., Kelly, M., van Luling, J., Auxier, A., Mullin, D., Macchi, C. R., Hitt, J., van Eeghen, C., & Littenberg, B. (2014). Practice Integration Profile PIP. Retrieved on October 8th, 2016 at http://www.uvm.edu/~pip/PIPsurvey.php Peek, C. J., & Heinrich, R. L. (1995). Building a collaborative healthcare organization: From idea to invention to innovation. Family Systems Medicine, 13, 327-342. doi: 10.1037/h0089218 What You Don't Know Will Hurt You: The Top 8 Skills Professionals Need to Master (2012). http://www.forbes.com/sites/kathycaprino/2012/04/27/what-you-dont-know-will-hurt-you-the-top-8-skills- professionals-need-to-master/2/#1c5507a82875 http://www.pearsoned.com/education-blog/five-leadership-skills-early-career-professionals-should-develop- first/ - Five Leadership Skills Early Career Professionals Should Develop First AHRQ (2016). Self-assessment checklist for integrating behavioral health and ambulatory care. Agency for Healthcare Research and Quality. https://integrationacademy.ahrq.gov/sites/default/files/playbook/Self_Assessment_Checklist_1.6.16.pdf Integrated Healthcare. Retrieved on April 29th, 2016 at: http://www.integration.samhsa.gov/integrated-care- models/A_Standard_Framework_for_Levels_of_Integrated_Healthcare.pdf Maine Health Access Foundation (2015). Instructions for completing the site self assessment (SSA) survey – January 2015. Accessed June 30th, 2016 at www.mehaf.org

Learning Assessment A learning assessment is required for CE credit. A question and answer period will be conducted at the end of this presentation. Please incorporate audience interaction through a brief Question & Answer period during or at the conclusion of your presentation. This component MUST be done in lieu of a written pre- or post-test based on your learning objectives to satisfy accreditation requirements. Collaborative Family Healthcare Association 12th Annual Conference

What are some things that you wish you had a heads up on that you didn’t know before taking your position?

Want to start integration? With whom do you speak? Assessments Operational Integration Self-Assessment Checklist (AHRQ) Clinical PHQ-9? GAD-7? PHQ-A? PSC-17? Financial ED visits? No Shows? Hiring Job descriptions Who will interview? Who will follow-up with letters of recommendations? Consider these aspects Agency for Healthcare Research and Quality. Self-assessment checklist for integrating behavioral health and ambulatory care https://integrationacademy.ahrq.gov/sites/default/files/playbook/Self_Assessment_Checklist_1.6.16.pdf Peek & Heinrich (1995)

Practice Integration Maine Access Health Foundation (MeHAF) Site Self Assessment (SSA) 60-90 minutes Create a team and have a facilitator You can create a practice profile Practice Integration Profile (PIP) Less than 10 minutes BHP and medical director complete Generates a practice profile for your clinic (free!) “Needs Assessment” PIP: The PIP takes about 10 minutes to complete and has two purposes. First, it is meant to help you and your practice to assess where you are with your integration efforts. Second, we will use the results to improve the survey itself. All information will be analyzed and reported in a form that does not identify you or your practice. Responding to all questions is extremely important. Maine Health Access Foundation (2015) Kessler, Kelly, van Luling, Auxier, Mullin, Macchi, Hitt, van Eeghen, & Littenberg

Financial Resources Institution In-kind funds AHEC State/Local Endowments State-level foundation (e.g., Colorado Health Foundation) National American Academy on Communication in Healthcare (AACH) Research, ENRICH HRSA Title VII RFA - Primary Care Training Enhancement Award (2015- 2020) Patient Centered Outcomes Research Institute (PCORI) SAMHSA Primary and Behavioral Health Care Integration (PBHCI) program Robert Wood Johnson (RWJ) National Center for Complimentary Alternative Medicine (NCAM) North American Primary Care Research Group, Grant Generating Project (via STFM on 4/29/16 at 8:04am, non-binding letter of intent due 6/26/16)

Grant Writing Your team Mentor Be uncomfortable Negotiate Buckets

Identifying Collaborators

Reflections

Session Evaluation Please complete and return the evaluation form before leaving this session. Thank you! This should be the last slide of your presentation Collaborative Family Healthcare Association 12th Annual Conference