BILL ANALYSIS                                                                                                                                                                                                    






                                 SENATE HEALTH
                               COMMITTEE ANALYSIS
                        Senator Elaine K. Alquist, Chair


          BILL NO:       AB 244                                       
          A
          AUTHOR:        Beall                                        
          B
          AMENDED:       May 5, 2009
          HEARING DATE:  July 15, 2009                                
          2
          CONSULTANT:                                                 
          4
          Tadeo/                                                      
          4
                                        

                                     SUBJECT
                                         
                  Health care coverage: mental health services

                                     SUMMARY  

          Requires health plans and health insurers to cover the  
          diagnosis and medically necessary treatment of a mental  
          illness, of a person of any age, including a child, under  
          the same terms and conditions applied to other medical  
          conditions.  Defines mental illness as a mental disorder  
          classified in the Diagnostic and Statistical Manual IV and  
          includes coverage for substance abuse.  

                             CHANGES TO EXISTING LAW  

          Existing federal law:
          Federal law, the Mental Health Parity Act of 1996, requires  
          group health plans with over 50 employees to provide parity  
          between mental health benefits and medical/surgical  
          benefits with respect to the application of aggregate  
          lifetime and annual dollar limits.  The law does not apply  
          to benefits for substance abuse or chemical dependency.  

          Federal law, the Mental Health Parity and Addiction Equity  
          Act of 2008 (MHPA), after October 3, 2009, requires a group  
          health insurance plan, for over 50 employees, that offers  
          mental health coverage, to cover mental illness and  
                                                         Continued---



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          substance abuse disorders on the same terms and conditions  
          as other illnesses.  

          Existing state law: 
          State law, the Knox-Keene Health Care Service Plan Act of  
          1975 (Knox-Keene), provides for the regulation and  
          licensure of health plans and specialized health plans by  
          the Department of Managed Health Care (DMHC) and health  
          insurers by the California Department of Insurance (CDI). 

          Requires health plans and insurers to cover various health  
          care services, including basic health care services, such  
          as physician services, hospital inpatient and ambulatory  
          care services, diagnostic laboratory services, preventive  
          health services, emergency health care services, and  
          hospice care.  
          Requires health plans and health insurers to provide  
          coverage for the diagnosis and medically necessary  
          treatment of certain severe mental illnesses of a person of  
          any age, and of serious emotional disturbances of a child,  
          as defined, under the same terms and conditions that are  
          applied to other medical conditions (commonly referred to  
          as mental health parity).  For covered conditions, existing  
          law requires health plans to eliminate any benefit limits  
          and cost-sharing requirements that make mental health  
          benefits less comprehensive than physical health benefits.   
          These include higher co-payments and deductibles, and  
          limits on the number of outpatient visits or inpatient days  
          covered.  Benefits include outpatient services, inpatient  
          hospital services, partial hospital services, and  
          prescription drugs, if the health plan contract includes  
          coverage for prescription drugs.  

          Describes severe mental illness as several conditions,  
          including schizophrenia, schizoaffective disorder, bipolar  
          disorder (some times referred to as manic depressive  
          illness), major depressive disorders, panic disorder,  
          obsessive-compulsive disorder, pervasive developmental  
          disorder or autism, anorexia nervosa, and bulimia nervosa.   


          Defines a child with a serious emotional disturbances, as a  
          child who has one or more mental disorders as identified in  
          the Diagnostic and Statistical Manual of Mental Disorders  
          IV (DSM-IV), other than a primary substance use disorder or  




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          developmental disorder that results in behavior  
          inappropriate to the child's age, according to expected  
          developmental norms.  

          Defines a specialized plan contract as a contract for  
          health care services in a single specialized area of health  
          care, including dental care, for subscribers or enrollees,  
          or which pays for, or reimburses any part of, the cost for  
          those services, in return for a prepaid or periodic charge,  
          paid by, or on behalf of, subscribers or enrollees.

          Defines specialized health insurance policy as a policy of  
          health insurance for covered benefits in a single  
          specialized area of health care, including dental-only,  
          vision-only, and behavioral health-only policies.  There is  
          no requirement for health insurers subject to regulation by  
          CDI to cover medically necessary basic services or any  
          specific minimum basic benefits.  
          
          This bill:
          Requires health plans and those health insurance policies  
          issued, amended, or renewed on or after January 1, 2010,  
          that provide coverage for hospital, medical, or surgical  
          expenses, and also provide coverage for the diagnosis and  
          medically necessary treatment of a mental illness of a  
          person of any age, including a child, under the same terms  
          and conditions applied to other medical conditions,  
          including but not limited to maximum lifetime benefits,  
          co-payments, and individual and family deductibles.  

          Defines mental illness as a mental disorder classified in  
          the DSM-IV and includes coverage for substance abuse.   
          Requires the benefits provided under this bill to include  
          outpatient services; inpatient hospital services; partial  
          hospital services; and, prescription drugs, if the plan  
          contract already includes coverage for prescription drugs.

          Allows a health plan or health insurer to provide coverage  
          for all or part of the mental health coverage required by  
          this bill through a specialized health care service plan or  
          mental health plan and prohibits the health plan or health  
          insurer from being required to obtain an additional or  
          specialized license for this purpose.

          Requires a health plan or health insurer to provide the  




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          mental health coverage required by this bill in its entire  
          service area and in emergency situations, as specified.

          Permits a health plan and health insurer to utilize case  
          management, network providers, utilization review  
          techniques, prior authorization, co-payments, or other  
          share-of-cost requirements, to the extent allowed by law or  
          regulation, in the provision of benefits required by this  
          bill.

          Exempts contracts between the Department of Health Care  
          Services (DHCS) and a health plan for enrolled Medi-Cal  
          beneficiaries from the provisions of this bill.

          Exempts a health care benefit plan or contract or health  
          insurance policy purchased by the Board of CalPERS from the  
          requirements of the bill, unless the Board elects to  
          purchase a health care benefit plan, or health insurance  
          policy, that covers mental health services as described in  
          the bill.  

          Exempts contracts between DHCS and a health care service  
          plan for enrolled Medi-Cal beneficiaries and specified  
          disease, hospital indemnity, Medicare supplement,  
          dental-only, accident-only or vision-only policies from the  
          requirements of the bill.  

                                  FISCAL IMPACT  

          According to the Assembly Appropriations Committee analysis  
          of AB 244 annual costs to the Healthy Families program of  
          $104,000 (33 percent General Fund) and savings of $2  
          million in the Major Risk Medical Insurance Program and  
          Access for Infants and Mothers Program.  Some portion of  
          these savings will be General Fund.  Savings in these  
          programs reflect this bill providing full, rather than  
          partial, parity for treatment in those programs.

                            BACKGROUND AND DISCUSSION  

          According to the author, AB 244 is intended to end  
          discrimination against patients with mental disorders and  
          substance abuse addictions, by requiring treatment and  
          coverage of these illnesses that is equivalent to coverage  
          provided for other medical illnesses. The author states  




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          that inadequate access to mental health services forces law  
          enforcement officers to serve as the mental health  
          providers of last resort; the lack of access to appropriate  
          care result for mentally ill persons often results in  
          incarceration, and this misuse of the corrections system  
          costs state taxpayers roughly $1.8 billion per year.  

          The author argues that the practice by the private  
          insurance market of excluding or limiting coverage of  
          mental health services benefits the private insurance  
          market, and shifts that financial burden to the state and  
          to counties. The author adds that mentally ill persons who  
          lack access to appropriate care often end up in emergency  
          rooms and receive mental health services from county  
          programs.  The author argues that almost all plans  
          discriminate against patients with biological brain  
          disorders such as schizophrenia, depression and manic  
          depression, as well as posttraumatic stress disorders  
          suffered by victims of crime, abuse or disaster.  
           
          The author contends that AB 244 would correct a serious  
          problem that bankrupts families and causes enormous  
          taxpayer expense.  
          
          The federal Mental Health Parity and Addiction Equity Act  
          of 2008 (MHPA)
          The MHPA, enacted in October 2008, requires group health  
          insurance plans to cover mental illness and substance abuse  
          disorders on the same terms and conditions as other  
          illnesses.  MHPA does not mandate that group health plans  
          provide any mental health coverage.  However, if a plan  
          does offer mental health coverage, the Act requires that  
          there be equity in financial requirements, such as  
          deductibles, co-payments, co-insurance, and out-of-pocket  
          expenses; equity in treatment limits, such as caps on the  
          frequency or number of visits, limits on days of coverage,  
          or other similar limits on the scope and duration of  
          treatment; and, equity in out-of-network coverage.  MHPA  
          applies to all group health plans for plan years beginning  
          after October 3, 2009, and exempts small firms of 50 or  
          fewer employees.  The MHPA does not provide a definition  
          for mental health and substance abuse disorders.
          
          Mental health parity in California
          Since 1999, health plans and health insurers are required  




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          to provide coverage for the diagnosis and medically  
          necessary treatment of certain severe mental illnesses of a  
          person of any age, and of serious emotional disturbances of  
          a child, as defined, under the same terms and conditions  
          applied to other medical conditions.  Nine specific  
          diagnoses are considered severe mental illnesses:  
          schizophrenia; schizoaffective disorder; bipolar disorder;  
          major depressive disorder; panic disorder; obsessive  
          compulsive disorder; pervasive developmental disorders or  
          autism; anorexia nervosa; and, bulimia nervosa.  For  
          covered conditions, health plans are required to eliminate  
          benefit limits and share-of-cost requirements that have  
          traditionally rendered mental health benefits less  
          comprehensive than physical health coverage.  Mental health  
          parity requires benefits to include outpatient services,  
          inpatient hospital services, partial hospital services, and  
          prescription drugs, if the health plan contract includes  
          coverage for prescription drugs.  

          In 2003 DMHC promulgated mental health parity regulations,  
          that require mental health parity to provide, (in addition  
          to all basic and other health care services required by  
          Knox-Keene), at a minimum, coverage for crisis intervention  
          and stabilization; and psychiatric inpatient services,  
          including voluntary inpatient services and services from  
          licensed mental health providers, including but not limited  
          to psychiatrists and psychologists.  
          
          California  Health Benefits Review Program 
          AB 1996 (Thomson), Chapter 795, Statutes of 2002, requests  
          the University of California to assess bills proposing a  
          mandated benefit or service, and prepare a written analysis  
          with relevant data on the medical, economic, and public  
          health impact of the proposed mandate. The Program was  
          extended for four additional years by SB 1704 (Kuehl),  
          Chapter 684, Statutes of 2006. 

          In its analysis of AB 244, California  Health Benefits  
          Review Program (CHBRP) noted that the impacts described are  
          based on changes in coverage attributable to AB 244, after  
          the implementation of the federal MHPA.  
          
           Medical Effectiveness
           The literature on all treatments for mental health  
          /substance abuse (MH/SA) conditions covered by this bill,  




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          more than 400 diagnoses, could not be reviewed during the  
          60 days allotted for completion of CHBRP reports.  Instead,  
          the effectiveness review for the AB 244 report summarizes  
          the literature on the effects of parity in coverage for  
          MH/SA services on utilization, cost, access, process of  
          care, and the health status of persons with MH/SA  
          conditions.   

          Findings from studies of parity in coverage for MH/SA  
          services suggest that when parity is implemented in  
          combination with intensive management of MH/SA services and  
          is provided to individuals who already have some level of  
          coverage for these services, the following effects occur:
                 Consumers' average out-of-pocket costs for MH/SA  
               services decrease;
                 There is a small decrease in health plans'  
               expenditures per user of MH/SA services;
                 Rates of growth in the use and cost of MH/SA  
               services decrease;
                 Inpatient admissions for MH/SA care per 1,000  
               members decrease;
                 Utilization of MH/SA services increases slightly  
               among individuals with SA disorders, individuals with  
               moderate levels of symptoms of mood and anxiety  
               disorders, and persons employed by moderately small  
               firms (50-100 employees) who have poor mental health  
               or low incomes; and,
                 The effect on outpatient MH/SA visits depends on,  
               whether individuals were enrolled in a fee-for-service  
               plan or a health maintenance organization or HMO prior  
               to the implementation of parity.

           Utilization, Cost and Coverage Impacts  
           CHBRP points out that in California, severe mental  
          illnesses services are already covered under AB 88  
          (Thomson), Chapter 534, Statutes of 1999, so AB 244 focuses  
          on the incremental effect of extending parity to non-severe  
          mental illnesses and substance abuse disorders.  According  
          to CHBRP, approximately 18 million insured individuals  
          would be subject to the requirements in AB 244, however,  
          since services for non-severe mental illnesses and  
          substance abuse disorder services would already be covered  
          at parity, for employers with 50 or more employees under  
          MHPA, so the impact of AB 244 would be limited to the  
          small-group and individual markets.  CHBRP points out that:  




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          approximately 64 percent of individuals in policies subject  
          to this bill have parity coverage for non-severe mental  
          illnesses disorders, 35 percent have less than full parity  
          coverage and 1 percent lack coverage.  Approximately 64  
          percent of insured have parity coverage for substance use  
          disorders, 30 percent have less than full parity coverage  
          and 6 percent lack coverage.  AB 244 would result in 100  
          percent of these individuals having coverage for both  
          non-severe mental illnesses and substance abuse disorders. 

          CHBRP estimates that among individuals in policies subject  
          to AB 244, utilization would increase by 9.1 outpatient  
          mental health visits (4.10 percent) and 1.8 outpatient  
          substance abuse visits (8.70 percent) per 1,000 members,  
          per year.  Increased utilization would be the result of the  
          elimination of benefit limits, and a reduction in cost  
          sharing because co-insurance rates are currently often  
          higher for MH/SA or behavioral health services than for  
          other health care.  Utilization would also increase among  
          insured individuals who previously had no coverage for  
          conditions other than the severe mental illnesses diagnoses  
          covered under current law.  However, CHBRP notes that more  
          stringent management of care would partly offset increases  
          in utilization due to more generous coverage.  

          CHBRP also estimates that, as a result of AB 244, total  
          health care expenditures, including total premiums and  
          out-of-pocket expenditures would increase by $34.6 million  
          or 0.04 percent.  Slightly more than half of the total  
          increase in health care expenditures would be due to  
          services for non-severe mental illness disorders ($24.2  
          million) and the remainder ($10.4 million) would be due to  
          treatment of substance abuse disorders.  

          AB 244 is estimated to increase premiums by about $46.4  
          million.  Total premiums paid by all private employers in  
          California would increase by about $21.1 million per year,  
          or 0.04 percent.  Total premiums for individually purchased  
          insurance would increase by about $22.5 million, or 0.38  
          percent.  The increase in individual premium costs would be  
          partly offset by a decline in individual out-of-pocket  
          costs of about $12 million (-0.19 percent).  Enrollee  
          contributions toward premiums for group or public insurance  
          would increase by about $4.7 million, or 0.04 percent.  





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          State premium expenditures for Medi-Cal, the Access for  
          Infants and Mothers Program and the Major Risk Medical  
          Insurance Program would decrease by about $2 million        
          (-0.05 percent), while state premiums for the Healthy  
          Families program would increase by $104,000 (0.02 percent).  
           The impact of this bill on per member, per month premiums  
          varies widely across all market segments, with negligible  
          premium increases or even decreases for public programs,  
          modest increases in the DMHC-regulated markets, and larger  
          increases in the CDI-regulated markets.  

          CHBRP also found that no measurable change in the number of  
          uninsured is projected to occur as a result of this bill  
          because, on average, premium increases are estimated to  
          increase by less than one percent.

           Public Health Impact   
          According to CHBRP, the scope of potential outcomes related  
          to MH/SA treatment includes reduced suicides, reduced  
          symptomatic distress, improved quality of life, reduced  
          pregnancy-related complications, reduced injuries, improved  
          medical outcomes, and improved social outcomes, such as a  
          decrease in criminal activity.  Mental and substance abuse  
          disorders are a substantial cause of mortality and  
          disability in the U.S.  Substance abuse, in particular,  
          often results in premature death.  Currently there is no  
          evidence that parity laws like this bill result in a  
          reduction of premature death.  There are sizeable economic  
          costs associated with mental and substance abuse disorders  
          relating to reduced productivity, unemployment,  
          absenteeism, and early retirement; however, the impact of  
          this bill on economic costs cannot be estimated.  Finally,  
          CHBRP found that a potential benefit of this bill is that  
          it would eliminate an insurance coverage disparity in the  
          individual and small-group insurance market between  
          psychological and medical conditions and could therefore  
          help to destigmatize MH/SA treatment.
          

          Diagnostic and Statistical Manual of Mental Disorders (DSM)
          The Diagnostic and Statistical Manual of Mental Disorders  
          (DSM), first published in 1952, is published by the  
          American Psychiatric Association, and is the standard  
          classification of mental disorders used by mental health  
          professionals in the United States.  There have been four  




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          major revisions.  

          The DSM contains a listing of psychiatric disorders and  
          their corresponding diagnostic codes.  Each disorder  
          included is accompanied by a set of diagnostic criteria and  
          text containing information about the disorder, such as  
          associated features, prevalence, familial patterns, age,  
          culture, gender-specific features, and differential  
          diagnosis.   No information about treatment or presumed  
          etiology is included.  

          The DSM-IV, published in 1994, is the last major revision  
          of the DSM, the next major revision of the DSM, DSM-V, will  
          be published after 2011. 
          
          Related bills
          SB 296 Lowenthal would require health plans, including  
          specialized health plans, and insurers that offer  
          professional mental health services to direct those  
          services to be provided in a coordinated manner, establish  
          websites that contain particular information by January 1,  
          2012, and provide benefit cards by July 1, 2011, as  
          specified. This bill is set to be heard in the Assembly  
          Health Committee on July 7, 2009. 
          
          Prior legislation
          AB 1887 (Beall) of 2008 and AB 423 (Beall) of 2007, which  
          were similar to this bill, would have expanded the mental  
          health parity coverage requirement for certain health care  
          service plan contracts and health insurance policies to  
          include the diagnosis and treatment of a mental illness of  
          a person of any age and would have defined mental illness  
          for this purpose as a mental disorder as defined in the  
          Diagnostic and Statistical Manual IV.  These bills were  
          vetoed by the Governor.

          SB 572 (Perata, 2005) would have required a health plan and  
          a health insurer to provide coverage for the diagnosis and  
          medically necessary treatment of mental illness.  This bill  
          was never heard in the Senate Banking, Finance and Business  
          Committee.  

          SB 1192 (Chesbro, 2004) would have required health plans  
          and health insurers to provide coverage for the medically  
          necessary treatment of substance-related disorders,  




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          excluding caffeine and nicotine related disorders, on the  
          same basis coverage is provided for any other medical  
          condition.  This bill failed in the Assembly Health  
                                             Committee.
          
          AB 88 (Thomson), Chapter 534, Statutes of 1999, requires  
          health plans and health insurers to provide coverage for  
          the diagnosis and medically necessary treatment of certain  
          severe mental illnesses, as defined, and of serious  
          emotional disturbances of a child, as defined, under the  
          same terms and conditions applied to other medical  
          conditions.

          Arguments in support
          The California State Association of Counties (CSAC) states  
          that numerous studies have shown that mental illness is  
          treatable, and that appropriate and timely treatment of  
          mental health conditions and disorders reduces costly  
          hospitalizations, incarcerations, homelessness, and human  
          suffering.  CSAC argues that a growing body of evidence  
          suggests that mental health parity outweighs the societal  
          costs and risks associated with untreated illness.  CSAC  
          contends that AB 244 would help ensure that private health  
          plans treat individuals with mental health, substance  
          abuse, or co-occurring disorders in a comprehensive way. 

          The California Council of Community Mental Health Agencies  
          (CCCMHA) and the California Coalition for Mental Health  
          (CCMH) state that, as a result of the federal mental health  
          parity law that goes into effect on October 3, 2009,  
          California needs to update its statute to be in full  
          compliance, and to fill in the gaps in service that will be  
          left uncovered by the federal bill.  CCCMHA and CCMH argue  
          that, California was a national leader in passing a  
          landmark mental health parity law a decade ago, but will  
          fall behind other states if it fails to pass AB 244.  

          The Drug Policy Alliance (DPA) states that, addiction and  
          mental illness, which are often co-occurring, are the only  
          conditions which, left untreated, often lead to the  
          incarceration of the sufferer.  There are over 30,000 drug  
          violators in prisons today at a cost of $49,000 per  
          offender.  DPA contends that AB 244 will reduce costs to  
          the criminal justice system.  





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          The Board of Behavioral Sciences (BBS) argues that any  
          costs associated with AB 244 would be more than offset by  
          increased productivity of workers, overall reduction of  
          medical costs, crime, and homelessness. 

          Arguments in opposition
          The Office of the Insurance Advisor states that California  
          currently has 44 mandates on health insurance policies and  
          adding a new mandate, such as that in AB 244, would  
          increase health costs and simply shift costs without fully  
          addressing affordability, cost containment, and shared  
          responsibilities. 

          The Department of Managed Health Care (DMHC) states that,  
          although the intent of AB 244 has merit, health plans would  
          likely increase the monthly premiums of enrollees, which  
          may lead more individuals to drop existing coverage,  
          further increasing the uninsured population.  DMHC further  
          states that, due to its nature as a mandate, AB 244 would  
          further elevate already high health care costs in  
          California. 

          The California Association of Health Plans (CAHP) argues  
          that, AB 244 goes much further than federal legislation  
          that will go into effect in October, 2009, by expanding  
          state level coverage requirements to include all 400  
          identified DSM IV disorders, and that expanding current  
          mandates in this manner increases costs for private  
          employers and individuals purchasing insurance in the  
          private market.

          Additional arguments
          The Developmental Disabilities Area Board 10 (DDAB 10)  
          states that AB 244 gives CalPERS the option to provide or  
          not provide mental health coverage and could create a  
          two-tiered system, one for 240,000 state employees and  
          another for other Californians.  
          DDAB 10 states that it would be in support of AB 244 if  
          this provision were removed. 
                                        


                                 PRIOR ACTIONS

           Assembly Floor:          50-29




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          Assembly Appropriations:12-5
          Assembly Health:    12-5
           
                                   POSITIONS  
                                        
          Support: Alliance of California Autism Organizations
                 American Federation of State, County and Municipal  
          Employees, AFL-CIO
                 Board of Behavioral Sciences
                 California Academy of Family Physicians
                 California Alliance for Retired Americans
                 California Association of Alcohol and Drug Program  
          Executives, Inc.
                 California Association of Marriage and Family  
          Therapists 
                 California Coalition for Mental Health
                 California Council of Community Mental Health  
          Agencies
                 California Medical Association
                 California Mental Health Directors Association
                 California Psychological Association  
                 California Society of Addiction Medicine
                 California Society for Clinical Social Work
                 California State Association of Counties 
                 Congress of California Seniors
                 County Alcohol and Drug Program Administrators of  
          California 
                 The Developmental Disabilities Area Board 10 (if  
          amended)
                 Disability Rights California
                 Drug Policy Alliance
                 Health Access California 
                 Mental Health Association in California
                 National Alliance on Mental Illness, California  
          Affiliate
                 National Association of Social Workers, California  
          Chapter
                 Psychiatric Solutions, Inc.

          Oppose:  Anthem Blue Cross
                 Association of California Life and Health Insurance  
          Companies
                 California Association of Health Plans
                 California Association of Health Underwriters
                 California Association of Joint Powers Authority 




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                 California Chamber of Commerce
                 Citizens Commission on Human Rights, Sacramento  
          Chapter 
                 CSAC Express Insurance Authority
                 Department of Managed Health Care
                 Health Net
                 Office of the Insurance Advisor

                            

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