BILL ANALYSIS                                                                                                                                                                                                    �



                                                                  AB 154
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          Date of Hearing:   April 5, 2011

                            ASSEMBLY COMMITTEE ON HEALTH
                              William W. Monning, Chair
                     AB 154 (Beall) - As Amended:  March 24, 2011
           
          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, 
          as defined, of a person of any age, with specified exceptions, 
          and not limited to coverage for severe mental illness (SMI) as 
          in existing law.  Specifically,  this bill  :  

          1)Requires health plans and those health insurance policies that 
            provide coverage for hospital, medical, or surgical expenses, 
            to 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, copayments, and individual and 
            family deductibles.  Existing law only requires such coverage 
            for SMIs, as defined.

          2)Defines mental illness as a mental disorder classified in the 
            Diagnostic and Statistical Manual IV (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.

          3)Excludes treatment of nicotine addiction and certain illnesses 
            under the "V" code designation in the DSM-IV, such as adult 
            antisocial behavior and bereavement, among others, from the 
            definition in 2) above. 

          4)Requires, following publication of each subsequent volume of 
            the DSM-IV, the definition of "mental illness" to be subject 
            to revision to conform to, in whole or in part, the list of 
            mental disorders defined in the then-current volume of the 
            DSM-IV.

          5)Requires any revision to the definition of "mental illness" 
            pursuant to 4) above to be established by regulation 








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            promulgated jointly by the Department of Managed Health Care 
            (DMHC) and the Department of Insurance (CDI).

          6)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.

          7)Requires a health plan or health insurer to provide the mental 
            health coverage required by this bill in its entire service 
            area and in emergency situations, as specified.

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

          9)Clarifies that nothing in this bill shall be construed to deny 
            or restrict in any way DMHC's authority to ensure a health 
            plan's compliance with this bill when the plan provides 
            prescription drug coverage. 

          10)Clarifies that, with regard to health insurance policies, any 
            action a health insurer takes to implement this bill, 
            including, but not limited to, contracting with preferred 
            provider organizations, shall not be deemed as an action that 
            would otherwise require licensure as a health care service 
            plan, as specified. 

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

          12)Prohibits a health care benefit plan, contract, or health 
            insurance policy with the Board of Administration of the 
            Public Employees' Retirement System from applying to this bill 
            unless the board elects to purchase a plan, contract, or 
            policy that provides mental health benefits mandated under 
            this bill.

          13)Exempts accident-only, specified disease, hospital indemnity, 
            Medicare supplement, dental-only, or vision-only plans or 








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            insurance policies, except behavioral health-only policies, 
            from the provisions of this bill.

          14)Prohibits this bill from being deemed to require a qualified 
            health plan that participates in the California Health Benefit 
            Exchange to provide any greater coverage than is required 
            under the minimum essential benefits package set forth in the 
            federal Patient Protection and Affordable Care Act (PPACA). 

           EXISTING LAW  :  

           1)Enacts, in federal law, the PPACA to, among other things, make 
            statutory changes affecting the regulation of, and payment 
            for, certain types of private health insurance.  Includes the 
            definition of an essential health benefits package that all 
            qualified health plans must cover, at a minimum, with some 
            exceptions.

          2)Provides that the essential benefits package in 1) above will 
            be determined by the federal Department of Health and Human 
            Services (HHS) Secretary and must include, at a minimum, 
            ambulatory patient services; emergency services; 
            hospitalizations; mental health and substance abuse (MH/SA) 
            disorder services, including behavioral health; and, 
            prescription drugs; among other things.

          3)Establishes the Knox-Keene Health Care Service Plan Act of 
            1975 (Knox-Keene) to regulate and license health plans and 
            specialized health plans by DMHC and provides for the 
            regulation of health insurers by CDI.

          4)Requires every health plan contract or health insurance policy 
            issued, amended, or renewed on or after July 1, 2000, that 
            provides hospital, medical, or surgical coverage to provide 
            coverage for the diagnosis and medically necessary treatment 
            of SMIs of a person of any age, and of serious emotional 
            disturbances of a child, under the same terms and conditions 
            applied to other medical conditions, as specified.

          5)Requires mental health benefits provided pursuant to 4) above 
            to include outpatient services, inpatient hospital services, 
            partial hospital services, and prescription drugs if the plan 
            contract includes coverage for prescription drugs.

          6)Defines a specialized plan contract as a contract for health 








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            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.

          7)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.  

           FISCAL EFFECT  :  This bill has not yet been analyzed by a fiscal 
          committee.

           COMMENTS  :   

           1)PURPOSE OF THIS BILL  .  According to the author, individuals 
            struggling with mental illness quickly exhaust limited 
            coverage and personal savings and become dependent upon 
            taxpayer-supported benefits.  The author notes that annual 
            national costs for mental illness are an estimated $23 billion 
            in lost work days to employers and another $150 billion in 
            treatment, social services, and lost productivity.  The author 
            maintains that many people in our society with mental illness 
            and substance abuse problems are unable to obtain treatment 
            and, as a result, wind up in counties' indigent health care 
            pool, emergency rooms, and state and county jails.  
            Additionally, the author points to a December 2010 article in 
            the Wall Street Journal regarding a recent decision by the 
            Screen Actors Guild (SAG) to drop MH/SA benefits from its 
            health plan as evidence of the need for this bill.  The 
            article reported that SAG opted to terminate this coverage for 
            nearly 12,000 participants because equalizing it with medical 
            or surgical benefits, as required under the Mental Health 
            Parity and Addiction Equity Act of 2008 (MHPA), would have 
            doubled the costs, to more than $3 million annually.  
            According to the article, SAG planned to advise participants 
            on how to apply for MH/SA treatment from community programs, 
            which, the author argues is another unfortunate reminder that 
            the cost of providing treatment will be shifted to taxpayers.  
            This bill is intended to end discrimination against patients 
            with MH/SA issues by requiring treatment and coverage of these 








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            illnesses that is equitable to coverage provided for other 
            medical illnesses.

           2)MENTAL HEALTH PARITY IN CALIFORNIA  .  In 1999, the Legislature 
            passed and the Governor signed AB 88 (Thomson), Chapter 534, 
            Statutes of 1999, requiring health plans and health insurers 
            to provide coverage for the diagnosis and medically necessary 
            treatment of certain SMIs 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 SMI: 
            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.  Current law requires mental health 
            parity (MHP) benefits to include outpatient services, 
            inpatient hospital services, partial hospital services, and 
            prescription drugs, if the health plan contract includes 
            coverage for prescription drugs.  Regulations promulgated in 
            2003 require MHP to provide at least, in addition to all basic 
            and other health care services required by Knox-Keene, 
            coverage for crisis intervention and stabilization, 
            psychiatric inpatient services, including voluntary inpatient 
            services, and services from licensed mental health providers.  
            Since SMI services are already covered under AB 88, this bill 
            focuses on the incremental effect of extending parity to 
            non-SMI and substance abuse disorders, with certain 
            exceptions.

           3)MHPA  .  The MHPA requires group health insurance plans to 
            cover mental illness and substance abuse disorders on the 
            same terms and conditions as other illnesses and help to end 
            discrimination against those who seek treatment for mental 
            illness.  The MHPA does not mandate group health plans 
            provide any mental health coverage.  However, if a plan does 
            offer mental health coverage, then it requires equity in 
            financial requirements, such as deductibles, co-payments, 
            coinsurance, 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, equality in 








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            out-of-network coverage.  The MHPA applies to all group 
            health plans for plan years beginning after October 3, 2009, 
            and exempts small firms of 50 or fewer employees.  


          According to information from the American Medical Association 
            (AMA), few employers have dropped mental health coverage due 
            to the federal parity law. According to the AMA, of those 
            employers that have taken this action, some claim to have 
            done so to avoid the cost of complying with parity, despite 
            projections that parity compliance would have only a minimal 
            impact on health insurance costs.  The AMA indicates that the 
            Congressional Budget Office estimated an average cost 
            increase of 0.4% while a September 2010 report from the 
            Kaiser Family Foundation indicates that only about 1.2% of 
            insurers planned to drop mental health coverage in response 
            to federal parity requirements. 

           4)FEDERAL ESSENTIAL HEALTH BENEFITS  .  The PPACA requires 
            qualified health plans to cover specified categories of 
            federal essential health benefits (EHBs), including MH/SA 
            disorder services and behavioral health treatment, by 2014.  
            The HHS Secretary is tasked with defining these benefit 
            categories through regulation so that they mirror those 
            benefits offered by a "typical" employer plan.  Qualified 
            plans are required to cover EHBs by 2014.  Federal guidance 
            with respect to EHBs is expected later this year and in 2012.


          In a January 2011 issue brief by the University of California's 
            Health Benefits Review Program (CHBRP) focusing on the 
            federal requirement to cover EHBs, CHBRP notes that 
          there is considerable legal ambiguity over how state mandates 
            requiring the coverage of the treatment for a specific 
            condition or disease will interact with federal law.  CHBRP 
            states that these mandates often extend across multiple 
            benefit categories.  CHBRP cites, as an example, California's 
            mandate to cover breast cancer treatment, which implicitly 
            requires coverage for screening and testing, medically 
            necessary physician services, ambulatory services, 
            prescription drugs, hospitalization, and surgery.  CHBRP 
            writes that it is unclear how California benefit mandates 
            that overlap across several EHB categories would be evaluated 
            in relation to the EHB package.









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           5)CHBRP  .  CHBRP was created in response to AB 1996 (Thomson), 
            Chapter 795, Statutes of 2002, which requests the University 
            of California to assess legislation proposing a mandated 
            benefit or service, and prepare a written analysis with 
            relevant data on the public health, medical, and economic 
            impact of proposed health plan and health insurance benefit 
            mandate legislation.  In its analysis of this bill, CHBRP 
            reports:


              a)   Medical Effectiveness  .  The literature on all treatments 
               for MH/SA conditions covered by this bill, more than 400 
               diagnoses, could not be reviewed during the 60 days 
               allotted for completion of CHBRP reports.  Instead, the 
               effectiveness review for this bill summarizes the 
               literature on the effects of parity in coverage for MH/SA 
               services.  The findings from studies of parity in coverage 
               for MH/SA services suggest that when parity is implemented 
               in combination with a range of techniques for management of 
               MH/SA services and is provided to individuals who already 
               have some level of coverage for these services:

               i)     Consumers' out-of-pocket costs for MH/SA services 
                 decrease;
               ii)    There is a small decrease in health plans' 
                 expenditures per user of MH/SA services;
               iii)   Rates of growth in the use and cost of MH/SA 
                 services decrease;
               iv)    Utilization of MH/SA services increases slightly 
                 among 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,
               v)     The effect on outpatient MH/SA visits depends on 
                 whether individuals were enrolled in a fee-for-service 
                 plan or a health maintenance organization (HMO) prior to 
                 the implementation of parity.

              b)   Utilization, Cost, and Coverage Impacts  .  According to 
               CHBRP, roughly 17 million insured individuals would be 
               subject to this bill's mandate.  CHBRP points out that 
               approximately 74% of enrollees in plans and policies 
               subject to this bill currently have parity coverage for 
               non-SMI mental health services and nearly 64% have coverage 
               for substance abuse treatment that is at parity with their 








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               coverage for medical services, even with the MHPA in 
               effect.  According to CHBRP, this bill would provide new 
               covered benefits for non-SMI mental health services for 4.5 
               million enrollees and substance abuse treatment for 6.3 
               million enrollees.  CHBRP estimates that, among individuals 
               in plans and policies affected by this bill, utilization 
               would increase by 7.4 outpatient mental health visits and 
               2.3 outpatient substance abuse visits per 1,000 members per 
               year.  Increased utilization would be the result of 
               elimination of benefit limits, and a reduction in cost 
               sharing because current coinsurance rates are often higher 
               for non-SMI MH/SA treatment than for other health care.  
               Utilization would also increase among insured individuals 
               who previously had no coverage for conditions other than 
               the SMI diagnoses covered under existing state law.  
               However, CHBRP notes that more stringent management of care 
               would partly offset increases in utilization due to more 
               generous coverage.  

             CHBRP notes that the impact of the bill would be most 
               extensive in the small group and individual markets since 
               services for non-SMI MH/SA treatment would already be 
               covered at parity for enrollees in large group plans or 
               policies under MHPA.  CHBRP also indicates that, as a 
               result of this bill, net annual expenditures among 
               enrollees subject to state regulation are estimated to 
               increase by about $41 million, or 0.04%.  Of this increase, 
               nearly $25 million will be due to increased coverage for 
               treatment of non-SMI mental health and $17 million will be 
               due to increased coverage for treatment of substance abuse. 
                

             This bill is estimated to increase premiums by about $67 
               million.  Total premium contributions from private 
               employers who purchase group insurance are estimated to 
               increase by $28 million per year, or 0.05%.  Total premiums 
               for individually purchased insurance would increase by 
               about $32 million, or 0.47%.  The increase in individual 
               premium costs would be partially offset by a decline in 
               individual out-of-pocket costs of about $26 million 
               (-0.34%).  Enrollee contributions toward premiums for those 
               in privately funded group insurance would increase by about 
               $7 million, or 0.05%.  The impact of this bill on per 
               member, per month (PMPM) premiums varies by market segment. 
                Among DMHC-regulated health plans, total PMPM premiums 








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               would increase by $0.05 in the large-group market, $0.26 in 
               the small group market, and $0.61 in the individual market. 
                For CDI-regulated plans, total PMPM premiums would 
               increase by $0.16 in the large-group market, $1.64 in the 
               small-group market, and $1.62 in the individual market.  
               CHBRP 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 1%.

              c)   Public Health Impact  .  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 a reduction in adverse 
               social outcomes, such as absenteeism, unemployment, and 
               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 insufficient 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 lost productivity.  Although it is likely that 
               this bill would reduce lost productivity for those who are 
               newly covered for MH/SA benefits, the total 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 a health insurance disparity in the 
               individual and small-group insurance markets between mental 
               and medical health conditions and could therefore help to 
               destigmatize MH/SA treatment.

           5)SUPPORT  .  The California Mental Health Directors Association 
            and California State Association of Counties write in support 
            of this bill that, since the enactment of AB 88, numerous 
            studies have shown that mental illness is treatable, and that 
            appropriate and timely treatment of mental health conditions 
            reduces costly hospitalizations, incarcerations, homelessness, 
            and, most importantly, human suffering.  The California 
            Hospital Association states that this bill will dramatically 
            improve consumers' understanding of their benefit coverage, 
            which, in turn, may lead to patients seeking prevention and 
            early intervention care before their condition rises to a 
            level requiring acute care hospitalization.  The California 








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            Medical Association notes that its physicians have long called 
            for the elimination of MH/SA carve-outs from health plan 
                                                                   coverage in order to ensure adequate access to care for these 
            serious but treatable medical conditions.  The California 
            Academy of Family Physicians adds that by supporting this 
            bill, not only will Californians have greater access to mental 
            health services, California as a state will save money and 
            lives through preventive medical care.  Lastly, the County 
            Alcohol & Drug Program Administrators Association of 
            California states that this is a long-overdue bill that aims 
            to end insurance discrimination faced by too many people 
            seeking help and still struggling with mental illness or the 
            disease of addiction to alcohol and other drugs.

           6)OPPOSITION  .  The California Association of Health Plans (CAHP) 
            objects to this bill, stating that it is the wrong time for 
            the Legislature to consider enacting new benefit mandates 
            since, starting in 2014, many Californians can enroll in 
            health coverage through the newly created insurance Exchange 
            established under the PPACA and in California through AB 1602 
            (John A. Perez), Chapter 655, Statutes of 2010.  CAHP asserts 
            that, because the PPACA requires the cost of any additional 
            benefits required by state law that exceed the EHBs to be 
            borne by the states, this will have a harmful effect on 
            California's budget by requiring the state to pay for any 
            additional mandates that do not match the federal EHBs.  CAHP 
            further contends that by carving out Medi-Cal, CalPERS, and 
            the Exchange, this bill unfairly raises costs for employers 
            and individuals in only certain market segments, thereby 
            creating uneven playing fields.  America's Health Insurance 
            Plans (AHIP) and Health Net maintain that consumers select 
            coverage options based on the elements that they consider 
            desirable.  AHIP and Health Net argue that benefit mandates 
            eliminate the ability of health insurers and HMOs to provide 
            unique benefit packages in response to the needs of consumers 
            by requiring individuals and consumers to purchase benefits 
            prescribed by the Legislature, not driven by consumer choice. 

           7)PRIOR LEGISLATION  .

             a)   AB 1600 (Beall) of 2010, AB 244 (Beall) of 2009, AB 1887 
               (Beall) of 2008, and AB 423 (Beall) of 2007, all of which 
               were substantively identical to this bill, were vetoed by 
               Governor Schwarzenegger.  In his veto messages the Governor 
               stated that, in addition to his ongoing concerns regarding 








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               the overall rising cost of healthcare and lack of 
               affordability for employers and individuals struggling to 
               keep their existing coverage, this particular mandate would 
               have required a higher level of service than contemplated 
               on a federal level, and, as such, would have mandated 
               California to spend new General Fund dollars for these 
               benefits when the state is struggling to provide basic 
               levels of coverage to its most needy and fragile 
               populations.

             b)   SB 572 (Perata) of 2005 would have required a health 
               plan and a health insurer to provide coverage for the 
               diagnosis and medically necessary treatment of mental 
               illness.  SB 572 was referred to the Senate Business, 
               Finance and Banking Committee but the hearing was cancelled 
               at the request of the author.

             c)   SB 1192 (Chesbro) of 2004 would have required health 
               plans and health insurers to provide coverage for the 
               medically necessary treatment of substance-related 
               disorders, excluding caffeine and nicotine related 
               disorders, on the same basis coverage is provided for any 
               other medical condition.  SB 1192 failed passage in the 
               Assembly Health Committee.

          8)POLICY COMMENT  .  This bill is one of several health mandates 
            introduced for legislative consideration this year.  The 
            author may wish to address the extent to which the need for 
            this bill and others similar to it is premature, given that 
            federal regulations to define the parameters of the EHB 
            package have yet to be promulgated.

           REGISTERED SUPPORT / OPPOSITION  :   

           Support 
           
          Access Coalition
          American Federation of State, County and Municipal Employees
          Bonita House
          California Academy of Family Physicians
          California Alliance of Child and Family Services
          California Association of Marriage and Family Therapists
          California Coalition for Mental Health
          California Communities United Institute
          California Council of Community Mental Health Agencies








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          California Emergency Nurses Association
          California Hospital Association
          California Medical Association
          California Mental Health Directors Association
          California Primary Care Association
          California Psychiatric Association
          California Psychological Association
          California State Association of Counties
          California Youth Empowerment Network
          County Alcohol & Drug Program Administrators Association of 
          California
          Developmental Disabilities Area Board 10
          Disability Rights California
          Drug Policy Alliance
          Health Access California
          Mental Health Association in California
          National Alliance on Mental Illness, California
          National Association of Social Workers
          San Bernardino County Board of Supervisors
          Santa Clara County Board of Supervisors

           Opposition 

           America's Health Insurance Plans
          California Association of Health Plans
          California Chamber of Commerce
          Citizens Commission on Human Rights
          Health Net

           
          Analysis Prepared by  :    Cassie Royce / HEALTH / (916) 319-2097