BILL ANALYSIS                                                                                                                                                                                                    �






                             SENATE COMMITTEE ON HEALTH
                          Senator Ed Hernandez, O.D., Chair

          BILL NO:       AB 2612
          AUTHOR:        Dababneh
          AMENDED:       May 23, 2014
          HEARING DATE:  June 18, 2014
          CONSULTANT:    Bain

           SUBJECT  :  Medi-Cal: substance abuse disorder treatment.
           
          SUMMARY  :  Requires the Department of Health Care Services (DHCS)  
          to submit an application for any Section 1115 waiver or waiver  
          amendment necessary to create a process by which federal  
          financial participation (FFP) may be claimed for stays of 120  
          days or less in an Institution for Mental Disease for  
          beneficiaries with a substance use disorder diagnosis. Requires  
          DHCS, in implementing the California Health Home Program  
          authorized under federal health care reform, to request a waiver  
          of federal law to authorize the state to claim FFP for health  
          home services provided to individuals, who are otherwise  
          eligible to receive health home services and who are state or  
          county inmates in their last 30 days in custody.

          Existing law:
          1.Establishes the Medi-Cal program, administered by DHCS, under  
            which qualified low-income individuals receive health care  
            services. The Medi-Cal program is, in part, governed and  
            funded by federal Medicaid provisions.

          2.Excludes, under federal Medicaid law, FFP for any payments for  
            care or services for an individual under age 65 and who is a  
            patient in an institution for mental diseases (IMD). This is  
            known as the "IMD exclusion."

          3.Defines an IMD, under federal law, as a hospital, nursing  
            facility, or other institution of more than 16 beds, that is  
            primarily engaged in providing diagnosis, treatment, or care  
            of persons with mental diseases, including medical attention,  
            nursing care, and related services.

          4.Establishes specified Drug Medi-Cal (DMC) reimbursable  
            services for Medi-Cal beneficiaries. Requires, effective  
            January 1, 2014, Medi-Cal to provide coverage for additional  
            mental health and substance use disorder services included in  
            the essential health benefits (EHB) package adopted by  
                                                         Continued---



          AB 2612 | Page 2




            California (the state adopted the Kaiser Small Group Product  
            as the state's EHB for the individual and small group health  
            insurance market last session). 

          5.Authorizes, under the federal Patient Protection and  
            Affordable Care Act (ACA) (Public Law 111-148), as amended by  
            the Health Care Education and Reconciliation Act of 2010  
            (Public Law 111-152), states to offer health home services, as  
            defined, to eligible individuals with chronic conditions who  
            select a designated provider, a team of health care  
            professionals operating with such a provider, or a health team  
            as the individual's health home for purpose of providing the  
            individual with health home services. Provides, under the ACA,  
            90 percent federal matching funds for the first eight quarters  
            the health home option is in effect. Thereafter, the state's  
            regular federal matching rate would be in effect (typically 50  
            percent in California).
          6.Authorizes DHCS to take specified actions in creating a  
            California Health Home Program (Health Home Program), as  
            authorized under the ACA, including designing a program,  
            contracting with providers, defining the eligible populations,  
            developing a payment methodology, identifying the specific  
            health home services needed for each population, and  
            submitting any State Plan Amendments or waivers to the federal  
            government. 

          This bill:
          1.Requires DHCS to submit an application for any Section 1115  
            waiver or waiver amendment necessary to create a process by  
            which FFP may be claimed for stays of 120 days or less in an  
            IMD for beneficiaries with a substance use disorder diagnosis  
            for purposes of treating the individual's diagnosed substance  
            use disorder.

          2.Requires DHCS, in implementing the Health Home Program, to  
            request a waiver of federal law to authorize the state to  
            claim FFP for health home services provided to individuals,  
            who are otherwise eligible to receive health home services  
            under the program and who are state or county inmates in their  
            last 30 days in custody, by a provider or team of providers,  
            to ensure coordination of care and reduce gaps in care. Limits  
            pre-release health home services to case management, care  
            coordination and health promotion, comprehensive transitional  
            care, individual and family support, referral to community and  
            social services supports, and health information technology,  
            and excludes health care services.




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          3.Makes legislative findings regarding the ACA, the Medi-Cal  
            expansion under the ACA, the additional substance use disorder  
            benefits under Medi-Cal and associated federal funding, and  
            the substance use disorder treatment needs of individuals  
            being released from jails. 

          4.States legislative intent to encourage the use of appropriate  
            residential substance use disorder treatment programs for  
            individuals in the criminal justice system and to increase  
            access to primary care, mental health treatment, and substance  
            use disorder treatment for individuals in the criminal justice  
            system, and that Medi-Cal eligible individuals are eligible  
            for Medi-Cal benefits, including individuals in formal or  
            informal diversion or deferred entry of judgment programs,  
            individuals on probation, individuals on parole, individuals  
            on post-release community supervision, and individuals on  
            mandatory supervision. 

           FISCAL EFFECT  : According to the Assembly Appropriations  
          Committee, this bill has administrative costs in the range of  
          $500,000 (General Fund/federal) to DHCS to develop specified  
          waiver proposals and pilot program. Some of these costs may  
          already be incurred, as DHCS is currently working on a  
          demonstration waiver related to coordinating substance use  
          services in Drug Medi-Cal.

           PRIOR VOTES  :  
          Assembly Health:    13- 4
          Assembly Appropriations:12- 0
          Assembly Floor:     69- 1
           
          COMMENTS  :  
           1.Author's statement.  According to the author, drug or alcohol  
            dependency is a significant issue for people in the criminal  
            justice system.  Data collected in 2009 by the Office of  
            National Drug Control Policy's Arrestee Drug Abuse Monitoring  
            program showed that people 18 years and older in the justice  
            system tested positive for recent use of drugs and admitted to  
            that use in far higher rates than the general population, with  
            nearly 80 percent of arrestees in Sacramento testing positive  
            for the presence of at least one drug. Left untreated, these  
            issues can act as a driver of crime. Until recently, many jail  
            inmates did not have access to health coverage - up to 90  
            percent in one survey of the San Francisco jail population.   




          AB 2612 | Page 4




            Recent changes in federal and California law under the ACA has  
            expanded coverage to this population, creating new  
            opportunities for coverage for drug treatment programs.  
            Because of the IMD exclusion and the lack of Medi-Cal coverage  
            for residential drug treatment, there is a significant deficit  
            in available residential substance use disorder treatment  
            beds. This bill would seek a specific waiver of the IMD  
            exclusion for residential substance use disorder treatment  
            less than 120 days, and to allow health home coordination in  
            the last 30 days of incarceration.

          2.Background on federal funding exclusions. FFP is not available  
            for services furnished to people who are incarcerated (except  
            when outside the grounds of the correctional institution) or  
            for individuals served in an IMD. The IMD exclusion prohibits  
            FFP from being available for any medical assistance under  
            federal Medical law for services provided to any individual  
            who is under age 65 who is a patient in an IMD unless the  
            payment is for inpatient psychiatric services for individuals  
            under age 21. The IMD exclusion was designed to ensure that  
            states, rather than the federal government, continue to have  
            principal responsibility for funding inpatient psychiatric  
            services. Under this broad exclusion, no Medicaid payment can  
            be made for services provided either in or outside the  
            facility for IMD patients in this age group. The IMD exclusion  
            is unusual in that it is one of the very few instances in  
            which federal Medicaid law prohibits FFP for care provided to  
            enrolled beneficiaries. 

          3.Federal Health Homes for Enrollees with Chronic Conditions.  
            The ACA contained several provisions to support and advance  
            the medical home model of care. One of these was entitled  
            "State Option to Provide Health Homes for Enrollees with  
            Chronic Conditions," which established a waiver program to  
            give states the option of enrolling Medicaid beneficiaries  
            with chronic conditions into a health home. States electing  
            the health home option in their Medicaid program would receive  
            a 90 percent federal matching rate for two years for these  
            services. Federal law defines the individuals eligible for  
            health home services as individuals meeting one of the  
            following:

              a.        Having at least two chronic conditions; 
               b.        Having one chronic condition and are at risk of  
                    having a second chronic condition; or,
              c.        Having one serious and persistent mental health  




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            condition. 

              Federal law defines "health home services" as services  
            provided by a designated provider, a team of health care  
            professionals operating with such a provider, or a health team  
            that provides:

             a.   Comprehensive care management;
             b.   Care coordination and health promotion;
                  c.        Comprehensive transitional care, including  
                    appropriate follow-up, from inpatient to other  
                    settings;
             d.   Patient and family support (including authorized  
               representatives);
             e.   Referral to community and social support services, if  
               relevant; and,
             f.   Use of health information technology to link services,  
               as feasible and appropriate.

            AB 361 (Mitchell), Chapter 642, Statues of 2013 authorizes  
            DHCS to submit a state plan or Section 1115 waiver amendment  
            to the federal Centers for Medicare and Medicaid Services  
            (CMS) for approval to implement the Health Home Program. 

            
          1.Medicaid waivers. When DHCS wants to make significant changes  
            to its Medicaid program, it must amend its State Medicaid Plan  
            (the State's contract with the federal government), and (if  
            needed) receive an exemption or Medicaid waiver from portions  
            of federal Medicaid law. California has used Medicaid waivers  
            to provide additional services to specific groups of  
            individuals who were not eligible for FFP, to limit services  
            to specific geographic areas of the state, and provide medical  
            coverage to individuals who may not otherwise be eligible  
            under Medicaid rules. An example of a provision of Medicaid  
            law that is waived is the federal "freedom of choice"  
            requirements. Waiving this requirement allows California to  
            require Medi-Cal beneficiaries to receive benefits through  
            managed care plans. 

          The criteria used by the federal government for approval of  
            Medicaid waivers are generally based upon policy, rather than  
            solely on federal law. The most significant federal  
            requirement is that of cost-effectiveness or budget  
            neutrality. The proposed waiver changes must not cost the  




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            federal government more than the expected Medicaid costs for  
            the traditional Medicaid population under the same time  
            period.


                  a.        Section 1915 waivers must not exceed  
                    fee-for-service equivalent costs.  These waivers do  
                    not need to result in cost savings to be budget  
                    neutral during the waiver period as long as the costs  
                    do not exceed the federal fee-for-service equivalency.  
                     

                  b.        Section 1115 waivers must demonstrate that  
                    actual costs will be reduced or the rate of growth in  
                    spending will be slower over the period of the waiver  
                    than it would be without the waiver (this bill  
                    requires DHCS to seek a Section 1115 waiver).




          1.State DMC waiver proposal. DHCS will be requesting a waiver  
            from CMS to operate DMC as an organized delivery system. DHCS  
            states the waiver will give state and county officials more  
            authority to select quality providers to meet drug treatment  
            needs. DHCS indicates the waiver will support coordination and  
            integration across systems, increase monitoring of provider  
            delivery of services, and strengthen county oversight of  
            network adequacy, service access, and standardized practices  
            in provider selection. 

          DHCS indicates its proposed waiver will only be operational in  
            counties that elect to opt into this organized delivery system  
            for DMC. Counties that opt into this waiver will be required  
            to meet specified requirements, including implementing  
            selective provider contracting (selecting which providers  
            participate in the program), providing all DMC benefits,  
            monitoring providers based on performance criteria, ensuring  
            beneficiary access to services and an adequate provider  
            network, using a single-point of access for beneficiary  
            assessment and service referrals, and data collection and  
            reporting. 

          2.Expansion of Drug Medi-Cal benefits and the IMD Exclusion. As  
            part of the implementation of federal health care reform last  
            year, the DMC benefit was expanded to require Medi-Cal to  




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            provide coverage for additional substance abuse disorder  
            services. These additional benefits included services in the  
            EHB adopted by the state, and an additional preventive  
            service. Effective January 1, 2014, eligible Medi-Cal  
            beneficiaries may receive these expanded substance use  
            disorder services: 

                  a.        Intensive Outpatient Treatment: Currently a  
                    DMC benefit, but previously limited to pregnant and  
                    postpartum women, children, and youth under the age of  
                    21. This service is now available for the overall  
                    Medi-Cal population; 


                  b.        Residential Substance Use Disorder Benefit:  
                    Currently a DMC benefit, but previously limited to  
                    pregnant and postpartum women. This service is now  
                    available for the overall Medi-Cal population; 


                  c.        Voluntary Inpatient Detoxification: This  
                    service will be available to the general population  
                    and is not limited to individuals with a medical  
                    condition; and,


                  d.        Screening and Brief Intervention: This service  
                    will be available to the Medi-Cal adult population for  
                    alcohol misuse, and if threshold levels indicate, a  
                    brief intervention is covered. This service would  
                    occur in primary care settings. 





            In February 2014, the DHCS Director wrote to CMS regarding  
            California's ability to provide the Residential Substance Use  
            Disorder Benefit as California proposed in its State Plan  
            Amendment. DHCS requested that CMS employ an interpretation of  
            the IMD exclusion that does not rely solely on the number of  
            beds. DHCS requested that CMS instead recognize the  
            distinguishing characteristics of the proposed benefit and the  
            realities faced in providing this service as the number of  
            beds (licensed capacity of 18,155 beds) available for Medi-Cal  




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            beneficiaries would be only 10 percent of total capacity  
            (1,815), assuming full provider capacity.





          1.Related legislation. SB 1161 (Beall), requires DHCS to seek a  
            waiver of the federal Medicaid law prohibition against federal  
            matching funds being available for services provided in an IMD  
            so as to provide short-term residential treatment in  
            facilities with bed capacities in excess of 16 beds meeting  
            specified criteria, and short-term inpatient medical  
            detoxification in a free-standing acute psychiatric and  
            chemical dependency recovery hospital. SB 1161 is scheduled  
            for hearing in the Assembly Health Committee on June 17th. 



          2.Prior legislation. AB 106 (Committee on Budget), Chapter 32,  
            Statutes of 2011, a budget trailer bill, transferred  
            California's DMC program from DADP to DHCS, effective July 1,  
            2012.

                 

          3.Support. Californians for Safety and Justice (CSJ), the  
            sponsor of this bill, writes that this bill would alleviate  
            barriers for substance use disorder treatment by seeking a  
            waiver from the CMS to allow FFP for short-term residential  
            substance use disorder treatment, and to allow FFP for Health  
            Home coordination activities during the last 30 days of a  
            period of incarceration. CSJ argues the availability of  
            substance use disorder treatment is of particular importance  
            to people in the criminal justice system. CSJ states studies  
            have shown up to 90 percent of the individuals that cycle in  
            and out of the justice system do not have health insurance,  
            and suffer significantly higher prevalence of substance use  
            disorders. When these underlying drivers of crime remain  
            undetected or untreated, the behaviors of people in the  
            justice system often remain the same or worsen, contributing  
            to recidivism and high costs in the justice system. By seeking  
            a waiver to allow for FFP for residential SUD treatment, the  
            state can help stop the cycle of crime. CSJ argues increased  
            health care enrollment for individuals in the justice system  
            has already demonstrated positive results in other  




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            jurisdictions. A 2009 California Department of Corrections and  
            Rehabilitation report showed a 61 percent recidivism reduction  
            for female inmates who accessed substance abuse treatment and  
            a 29 percent reduction for male inmates who accessed such  
            treatment. CSJ concludes that this bill goes a long way to  
            address the long-standing challenges caused by the prevalence  
            of uninsured individuals with SUD in the justice system.

          
          4.Policy issues: 

               a.     DHCS waiver authority. As indicted above, DHCS is  
                 pursuing a broader Section 1115 relating to DMC. Section  
                 2 of this bill is drafted as a waiver of the IMD  
                 exclusion. DHCS' current authority to seek a broader  
                 Section 1115 waiver is an area of dispute between  
                 legislative staff and the Administration. DHCS cites as  
                 its current law authority a provision of existing law  
                 that requires DHCS to prepare and submit amendments to  
                 its Medicaid state plan and apply for any necessary  
                 waivers in order to obtain FFP to implement DMC treatment  
                 program provisions. DHCS argues this provision enables it  
                 to seek a broader waiver, while legislative staff and  
                 have argued that the waiver provision is limited to  
                 obtaining FFP, and a Section 1115 waiver can be used to  
                 obtain FFP but that the other changes DHCS seeks as part  
                 of the waiver (such as selective provider contracting)  
                 are not necessary to obtain FFP.

               b.     IMD waiver limited to substance use disorder  
                 benefit. The IMD exclusion applies to a hospital, nursing  
                 facility, or other institution of more than 16 beds, that  
                 is primarily engaged in providing diagnosis, treatment,  
                 or care of persons with mental diseases. As drafted, the  
                 IMD exclusion waiver request under this bill is drafted  
                 for the treatment of substance use disorders in the DMC  
                 body of law.

               c.     Should IMD waiver length of stay be specified in  
                 statute requesting a waiver? This bill requires DHCS to  
                 submit an application for an IMD waiver for stays of 120  
                 days or less in an IMD. The difference between this bill  
                 and SB 1161 related to the IMD exclusion is SB 1161  
                 specifies "short-term" residential treatment, while AB  
                 2612 specifies 120 days or less. When SB 1161 was heard  




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                 in Senate Health Committee, it specified short-term  
                 residential treatment in facilities with bed capacities  
                 in excess of 16 beds, 30 to 90 days maximum, with an  
                 average length of stay of 60 days. SB 1161 was amended  
                 out of committee to delete the 30 to 90 days maximum and  
                 60 day average length of stay reference, so the bill  
                 referred to "short term" residential treatment so as to  
                 not limit DHCS from obtaining FFP for residential stays  
                 of a longer duration. The sponsor of this bill indicates  
                 the 120 day limit is designated to allow for a sufficient  
                 period to allow for effective treatment but not to lead  
                 to long-term institutionalization. 
               
           SUPPORT AND OPPOSITION  :
          Support:  Californians for Safety and Justice (sponsor)

          Oppose:   None received


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