BILL ANALYSIS                                                                                                                                                                                                    �



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          Date of Hearing:  April 17, 2012

                            ASSEMBLY COMMITTEE ON HEALTH
                              William W. Monning, Chair
                 AB 2397 (Allen) - As Introduced:  February 24, 2012
           
          SUBJECT  :  Mental health: state hospitals: ancillary clinical 
          staff-to-patient ratios.

           SUMMARY  :  Requires state hospitals under the jurisdiction of the 
          Department of Mental Health (DMH) to have, at a minimum, an 
          ancillary clinical staff-to-patient ratio of 1-to-25 (1:25) for 
          each applicable staff classification, based on the facility's 
          licensed bed capacity with a specified shift relief factor.  
          Specifically,  this bill  :   

          1)Requires a state hospital under the jurisdiction of DMH to 
            have, at a minimum, ancillary clinical staff-to-patient ratio 
            of 1:25 for each applicable staff classification.

          2)Requires the ancillary clinical staff-to-patient ratios to be 
            based on the facility's licensed bed capacity with a shift 
            relief factor of 0.2 as calculated by DMH to reflect absences, 
            such as those due to illness, vacation, and training.

          3)Defines ancillary clinical staff to include, but not limited 
            to, psychiatric, psychological, social worker, and 
            rehabilitative staff.

           EXISTING LAW  establishes state hospitals, under the jurisdiction 
          of DMH, to provide for the care, treatment, and education of 
          mentally disordered persons.  Authorizes DMH to adopt 
          regulations regarding the conduct and management of these 
          facilities.

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

           COMMENTS  :    

           1)PURPOSE OF THIS BILL  .  According to the author, this bill 
            would establish minimum ancillary clinical staff-to-patient 
            ratios of 1:25 in each of the five state hospitals to ensure 
            adequate mental health treatment as well as minimum standards 
            for a safe working and living environment for staff and 
            patients.  The author maintains that in May of 2006, the 







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            federal government and the State entered into a consent 
            judgment that required reforms in state hospitals to ensure 
            patients received basic safety and treatment as required by 
            the United States Constitution and other federal laws.  To 
            implement many of the court mandated improvements, DMH 
            improved the staff-to-patient ratio for ancillary clinical 
            staff from 1:35 to the current 1:25.  The author argues that 
            the vast majority of patients are committed to state hospitals 
            due to a severely untreated mental illness or an inadequately 
            treated mental illness that resulted in a violent crime in the 
            community.  According to the author, a current review of over 
            20 hospital systems indicates that the average 
            psychiatrist-to-patient ratio for admission units is 1:15 and 
            for longer term units 1:25.  This community standard of 
            caseloads provides strong evidence of the needed levels of 
            psychiatric staff.  The author argues that reducing staff 
            levels jeopardizes the treatment required under the federal 
            consent judgment, opens the door for renewed federal 
            involvement and possibly federal receivership, and will erode 
            the minimal safety improvements made over the last fifteen 
            months.  The author maintains that this bill is necessary to 
            mandate minimum clinical staff caseloads of 1:25 to ensure 
            stability in treatment and safety.
           2)BACKGROUND  .  According to a March 1, 2012 brief by the 
            Legislative Analyst's Office (LAO Report) regarding the 
            oversight and accountability of state hospitals, DMH oversees 
            the operation of the following five state hospitals that 
            provide inpatient psychiatric care to more than 5,000 
            individuals committed to the hospitals civilly or in 
            connection with criminal proceedings:

             a)   Atascadero State Hospital (ASH) located in the Central 
               Coast treats an all-male maximum security forensic patient 
               population and houses over 1,000 patients;

             b)   Coalinga State Hospital, located in the city of 
               Coalinga, houses over 900 patients, most of whom are 
               sexually violent predators;

             c)   Metropolitan State Hospital (MSH), located in the City 
               of Norwalk houses over 400 individuals who have a history 
               of escape from a detention center, a charge or conviction 
               of a sex crime, or one convicted murder;

             d)   Napa State Hospital (NSH), located in the City of Napa, 
               is classified as a low-to-moderate-security level state 







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               hospital with slightly less than 1,000 patients; and,

             e)   Patton State Hospital (PSH), located in San Bernardino 
               County, treats approximately 1,500 patients and is 
               primarily a forensic hospital.

            In May 2006, four out of five of the state hospitals were 
            found to be in violation of the Federal Civil Rights of 
            Institutionalized Persons Act.  The investigation found that 
            these hospitals failed to provide a safe environment for its 
            patients, failed to provide complete psychiatric assessments, 
            and in some cases neglected to regularly review a patient's 
            needs before prescribing medication.  The United States 
            Department of Justice (USDOJ) and the State reached a 
            settlement, through a consent judgment, which required MSH, 
            NSH, PSH, and ASH to implement an "Enhancement Plan" (EP) to 
            improve conditions.  The extensive reforms required by the EP 
            were intended to ensure that individuals in the hospitals are 
            adequately protected from harm and provided adequate services 
            to support their recovery and mental health.  A court monitor 
            and a team of clinical experts were appointed to review the 
            compliance of each hospital.

            A cornerstone of the EP requires each state hospital to use a 
            recovery philosophy of care and psychiatric rehabilitation 
            model of service delivery.  Key to providing this care is 
            integrated therapeutic and rehabilitative services planning to 
            be based on a comprehensive interdisciplinary assessment of 
            each individual patient, consistent with generally accepted 
            professional standards of care.  The EP specifies the 
            interdisciplinary team membership to include the following 
            ancillary clinical and nursing staff:

             a)   Treating Psychiatrist - functions as the team leader, 
               making decisions about the general course of treatment, 
               assigning a diagnosis, and prescribing medications and all 
               other orders for a patient;

             b)   Treating Psychologist - responsible for considering 
               behavioral aspects of the patient, creating behavior 
               guidelines and support plans, and assisting in the 
               development of a diagnosis;

             c)   Treating Rehabilitation Therapist - responsible for 
               facilitating groups that focus on building social skills, 
               leisure pursuits, and physical wellness and also uses other 







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               various modalities to provide treatment;

             d)   Treating Social Worker - functions as a liaison between 
               the courts, the Forensic Conditional Release Program, and 
               other outside agencies regarding a patient's 
               hospitalization.  Treating social workers are primarily 
               responsible for creating and tracking a patient's progress 
               towards meeting discharge criteria;

             e)   Registered Nurse (RN) - responsible for the day-to-day 
               medical and psychiatric care of patients.  RNs provide 
               medical treatments, group interventions, administer 
               medications, and are extensively involved in the operation 
               of a unit (where patients live and receive treatment); and,

             f)   Psychiatric Technician - responsible for the milieu of 
               the unit and are involved in the day-to-day care of 
               patients.  Psychiatric technicians provide group 
               interventions, escort patients to and from medical 
               appointments and generally interact with patients on a 
               24-hour cycle.

            The EP also sets staffing ratios that prohibits a case load 
            for the interdisciplinary teams from exceeding 1:15 for newly 
            admitted patients of 90 days or less and, on average, 1:25 in 
            all other teams at any point in time.  

            In November 2011, the USDOJ released PSH and ASH from 
            oversight, deeming them in compliance with the majority of the 
            EP's demands.  However, USDOJ officials asked for an extension 
            of federal oversight of NSH and MSH, finding that these 
            facilities have failed to comply with critical provisions of 
            the EP.

           3)GOVERNOR'S 2012-13 BUDGET PROPOSAL  .  The Governor's budget 
            plan includes a proposal to eliminate DMH and create a new 
            Department of State Hospitals (DSH).  The Governor's plan 
            would shift community mental health programs and state 
            functions related to them to other departments, offices, and 
            commissions or would eliminate some programs entirely.  Under 
            the Governor's plan, the workload that would remain at DMH 
            would mainly be the administration of the state hospitals.  To 
            reflect this shift to a narrower focus for DMH, the Governor 
            proposes to change the department's name from DMH to DSH.

          In December 2011, DMH released a report to assist in the 







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            proposal for a new DSH.  The scope of the report was to 
            recommend the administrative structure for a DSH, to identify 
            processes that might be organized differently for better 
            performance and accountability, and to collect information on 
            the DMH's budget deficit.  As a part of its proposal, DMH is 
            proposing to increase the interdisciplinary treatment team 
            staff-to-patient ratio for patients requiring intermediate 
            care from 1:25 to 1:35.  According to DMH, the proposed staff 
            ratio increase is a part of the state hospital savings plan 
            that has been carefully designed to eliminate the projected 
            $180 million deficit in the state hospital budget.  DMH 
            maintains that this proposal will not affect the quality of 
            required mental health care to patients, or reduce safety and 
            security at state hospitals.  Under the DMH proposal, staffing 
            ratios for newly admitted patients and those who require acute 
            care will continue at an interdisciplinary treatment team 
            ratio of 1:15.  DMH also maintains that the ratio increase 
            does not apply to frontline nursing staff, nurse-to-patient 
            ratios, or hospital police officers.  According to DMH staff 
            in positions that may be impacted by these staffing reductions 
            received surplus notices in mid-March.  According to DMH, if 
            the staffing ratio increase is approved as a part of the state 
            budget by the Legislature, the earliest employees could be 
            laid off in mid-July.  DMH maintains that just over 600 
            positions have been identified for elimination, of which the 
            majority are currently vacant (about 422 of the 600 are 
            associated with staffing ratio changes).

           4)SUPPORT  .  According to the sponsors of this bill, the American 
            Federation of State, County and Municipal Employees (AFSCME) 
            and the Union of American Physicians and Dentists (UAPD), this 
            bill ensures the clinical welfare of DMH state hospital 
            patients by mandating an ancillary clinical staff-to-patient 
            ratio of 1:25.  The sponsors maintain that, in recent years, 
            the DMH hospital resident population has shifted to include 
            mostly forensic commitments, including many violent offenders 
            like the one who murdered psychiatric technician Donna Gross 
            in the fall of 2010.  The sponsors assert that workers from 
            all five California state hospitals were spurred into action 
            by Ms. Gross' murder.  Five unions, including AFSCME Local 
            2620 and the UAPD, formed the Safety Now Coalition.  The 
            supporters claim the Coalition's repeated calls for enhanced 
            staffing on the units have been ignored by the DMH, thus 
            warranting the need for this legislation.  AFSCME and UAPD 
            assert that DMH recently announced a transition plan calling 
            for greater fiscal accountability and part of the plan 







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            includes reducing the number of treatment staff working in 
            each hospital.  The sponsors argue that the overall long-term 
            clinical costs of this proposal will far outweigh any monetary 
            savings realized in the short run and that having adequate 
            treatment staff is essential, if DMH hopes to improve overall 
            patient behavior and mental health.

           5)SUPPORT IF AMENDED  .  The Service Employees International Union 
            (SEIU) writes that SEIU is pleased to support this bill if it 
            is amended to clarify that nurses are included amongst the 
            "ancillary clinical staff."  SEIU asserts that it is necessary 
            to maintain current staffing levels and safety in state 
            hospitals.  As a crucial member of the clinical care team, 
            nurses should be included in those ratios.  SEIU argues that 
            in order to fulfill the intent of the legislation and to 
            maintain a decent standard of patient care, it is vital for 
            current staffing levels of nurses to be maintained and indeed 
            augmented.

           6)RELATED LEGISLATION  .  AB 2399 (Allen) would require each of 
            the five state hospitals under the jurisdiction of DMH to 
            update its injury and illness prevention plan (IIPP) at least 
            once a year and establish an IIPP committee to provide 
            recommendations for updates to the plan.  AB 2399 (Allen) is 
            scheduled to be heard by the Assembly Health Committee on 
            April 17, 2012.

           7)POLICY CONCERNS  : 

             a)   The bill language regarding who are considered 
               "ancillary clinical staff" is vague.  The author may wish 
               to clarify language regarding to whom the ratios in this 
               bill apply;  

             b)   Currently, the interdisciplinary treatment team ratios 
               are 1:15 for new admissions (new admissions 90 days or 
               less).  The ratio is currently 1:25 for intermediate care 
               patients.  This bill, as currently drafted, would raise the 
               ratios and lessen protections for new admissions to 1:25.  
               The Committee may wish to suggest the author clarify the 
               bill's intent;  

             c)   The author's rationale for this bill is to ensure 
               adequate mental health treatment as well as minimum 
               standards for a safe working and living environment for 
               staff and patients.  If patient care is the concern the 







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               Committee may wish to consider other clinical staff in 
               addition to "ancillary clinical staff" ratios such as 
               nurses and psychiatric technicians be considered.  What is 
               the justification for one over the other?; and,

             d)   The current ratios for medical personnel in State 
               hospitals are not in statute.  Are there unintended 
               consequences of codifying the ratios proposed in this bill 
               without having a clear understanding of what the most 
               appropriate ratios are for effective treatment and patient 
               care?  The LAO Report makes a recommendation that a 
               detailed review of the needed personnel by state hospitals 
               should be analyzed.  On April 9, 2012, the Assembly Budget 
               Subcommittee No. 1, Health and Human Services, adopted 
               placeholder Trailer Bill Language to adopt the LAO Report 
               recommendation to ask the Office of Statewide Audits and 
               Evaluations to do a follow-up audit of the state hospitals. 
                The Committee may wish to support this recommendation and 
               suggest that any staffing ratios included in this bill be 
               subject to a sunset date pending an independent study to 
               determine the appropriate staffing ratios required for 
               effective patient treatment. 

           REGISTERED SUPPORT / OPPOSITION  :   

           Support 
           
          American Federation of State, County and Municipal Employees, 
          AFL-CIO (Cosponsor)
          Union of American Physicians and Dentists (Cosponsor)
          California Association of Psychiatric Technicians
          California Psychiatric Association
          California Psychological Association
          California Statewide Law Enforcement Association
          National Association of Social Workers, California Chapter
          Service Employees International Union Local 1000

           Opposition 
           
          None on file.

           Analysis Prepared by  :    Tanya Robinson-Taylor / HEALTH / (916) 
          319-2097 










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