1. Interactive Conference Call Series: Effective Outreach and Enrollment Strategies to Capture HIP Caretakers Panel Presenters: Sherry Gray, Director Rural and Urban Access to Health, St. Vincent Health Kim Brannon, Financial Services Counselor, Ball Memorial Hospital W. Dale Marion, COO, Open Door/BMH Health Center Cheree Cox, Access Manager, Open Door/BMH Health Center & Local Director, Covering Kids & Families of Delaware County Moderator: Marci Toler, Director of Enrollment Assistance, Covering Kids & Families of Indiana 1

2. Effective Strategies to Identify and Enroll HIP Caretakers Second Installment of a series to offer additional support to IHA members on issues around enrollment and outreach strategies to increase reimbursement IHA/CKF-IN Partnership Health Coverage Handbook: Hospital Edition and Hospital Service Product Line in Development 2

3. Why HIP? HIP Enrollment has leveled off with the non-caretaker cap met in March 2009 HIP Waiting List Money still available for HIP Caretakers Reduce Otherwise Uncompensated Care Increase Access for the Un and Under-Insured 3

4. Interactive Conference Call Objective Participants will learn how to  Implement a combination of inreach and outreach strategies  Maximize existing resources  Track enrollment effort to measure effectiveness of your process  Mobilize partners to maximize outreach strategies  Create a referral network 4

5. Inreach Defined Inreach – Identifying and enrolling eligible families wherever they encounter your organization by cross-training existing staff to maximize enrollment effort 5

6. What steps does a hospital need to take to achieve a successful HIP enrollment effort? Step 1: Obtain administrative buy-in. Administrators aligned behind a project will help to ensure cooperation among departments and helps to set the stage for the project leader to be successful. Step 2: Identify a lead within your hospital to head up the enrollment effort. Step 3: Identify Touch Points Step 4: Cross train existing staff Step 5: Monitor and track enrollment activity 6

7. How do you obtain administrative buy-in? Step 1: Obtain Administrative buy in  Who are the critical players? CEO CFO Patient Financial Services Community Relations 7

8. Who should lead? Step 2: Identify a lead  St. Vincent Health model – Rural Underserved Access to Health. Community Access Workers are stationed at 8 rural hospitals Function and role of HIP enrollment effort under St. Vincent Health RUAH model  Ball Memorial Hospital model – Patient Financial Services Function and role of HIP enrollment effort under Ball Memorial Hospital model 8

9. How to locate HIP Caretakers encountering your facility Step 3: Identify Touch Points  Capture upon admission through ER, Observation, medical and surgical floors.  Identify HHW eligible children being admitted and screen their parents for HIP eligibility. At the same time, you can capture uninsured children for HHW.  Capture self pay adults after discharge through a mail campaign 9

10. Who should comprise enrollment team? Step 4: Cross train existing staff  Utilize staff already performing financial screening duties, such as financial counselors or social workers Who comprises enrollment team at St. Vincent Health? Who comprises enrollment team at Ball Memorial Hospital?  Build a referral network Which departments were identified as critical referral sources to Community Access Workers under St. Vincent Health RUAH model? Which departments were identified as critical referral sources to Financial Counselors under Ball Memorial Hospital model?  Train and re-train Who conducts trainings under both models? CKF-IN can coordinate initial and ongoing trainings through Service Product Line 10

11. Step 5: Track Enrollment Activity Track Enrollment Activity and monitor application disposition  Who follows up on application disposition under both models?  How are applications tracked under both models? Administrative Procedures – Implement quality control measures to submit applications more likely to be approved St. Vincent Model Ball Memorial Hospital Model 11

12. Demonstrated Results St. Vincent Health RUAH HIP application volume and reimbursement  What are the estimated monthly HIP application volumes?  What is the estimated monthly HIP reimbursement as a result of the effort? Ball Memorial Hospital HIP application volume (approximately 100 HIP applications monthly) 12

13. What are the most critical partnerships for a successful HIP enrollment effort? St. Vincent Health Partners  Managed Care Organizations  FQHC’s  CHC’s  Free Clinics  United Way  Physician Offices 13

14. What are the most critical partnerships for a successful HIP enrollment effort, cont.? Ball Memorial Hospital Partners  Open Door/BMH Health Center  Community Service Agencies  Schools  Managed Care Organizations 14

15. How to Mobilize Partners for Effective Outreach Strategies Obtain Administrative Buy-In from Partners with shared interests  Who are the critical players under each model?  How did you reach the critical players in each community?  How did you engage physician offices and to what extent? Identify a lead in your community  Delaware County model Did you hire a lead/function of lead? Did you hire additional staff? Training and support for network? 15

16. How to Mobilize Partners, cont. Convene partners to share information  What methods are used to convene partners?  What type of information is shared between partners? Collaborative Outreach Events  Cover the Uninsured Week  Back to School  National Health Center Week  Kindergarten Round Up  Head Start screenings  Take a Loved One to the Doctor Day Media Involvement  Billboard Campaigns  Radio Spots  Newspaper Ads 16

17. How to Mobilize Partners, cont. Media Involvement  Billboard Campaigns  Radio Spots  Newspaper Ads  Health Fairs  Call-in lines  DFRv 17

18. Function and Role of Strategic Partnerships Share Enrollment Functions Connect patients to a medical home before they enter the hospital for uncompensated care Build a safety net for the community Create a unified voice for the patients you serve 18

19. Demonstrated Results Monthly HIP Application Volume ODBMH  other partners who share enrollment functions in Delaware County? Outreach Activity - # events  How many partners who host, participate and raise awareness around HIP enrollment in the community? St. Vincent Health Partnerships application volume, other results 19

20. Contact Covering Kids & Families of Indiana To obtain a copy of the Health Coverage Handbook: Hospital Edition or for more information on the Hospital Service Product Line, please contact: Marci Toler, Director of Enrollment Assistance at 574-968-1654 or by e mail at mtoler@ckfindiana.org 20