BILL ANALYSIS                                                                                                                                                                                                    



                                                                  SB 1534
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          Date of Hearing:   June 20, 2000

                          ASSEMBLY COMMITTEE ON JUDICIARY 
                              Sheila James Kuehl, Chair
                     SB 1534 (Perata) - As Amended:  May 30, 2000

                              As Proposed to Be Amended

           SUBJECT  :   MENTAL HEALTH PATIENT ADVOCACY

           KEY ISSUE  :   SHOULD VARIOUS CLARIFICATIONS BE MADE TO THE LAWS  
          GOVERNING COUNTY PATIENTS' RIGHTS ADVOCATES  IN ORDER TO BETTER  
          PROTECT THE RIGHTS OF CLIENTS THROUGH INCREASED OVERSIGHT OF THE  
          MENTAL HEALTH SYSTEM?
           
          SUMMARY  :   Makes various clarifications to the laws governing  
          the rights of mental health clients and the duties and  
          responsibilities of patients' rights advocates.  Specifically,  
           this bill  , among other things:

          1)Clarifies that people with psychiatric disabilities residing  
            in certain community care facilities have the same legal and  
            civil rights guaranteed patients hospitalized in mental health  
            treatment facilities, including access to the services of a  
            patients' rights advocate.

          2)Adds mental health clients to the list of persons who can  
            bring an enforcement action for rights violations, and  
            specifies that the aggrieved person need not prove actual  
            damages in order to bring such an action.

          3)Clarifies that the duties of county patients' rights advocates  
            (PRAs) include (in addition to those currently specified in  
            statute, as described in Existing Law #4 below): (a) providing  
            representation in certification review hearings, capacity  
            hearings, and "In re Roger S." hearings (pertaining to the  
            commitment of minors to public hospitals), unless such  
            representation is already provided by a local public  
            defender's office; (b) providing assistance to minors in  
            "independent clinical review" proceedings (which cover minors  
            committed to private psychiatric facilities); (c) assisting  
            recipients of public mental health services with complaints or  
            grievances regarding those services; and (d) providing  
            outreach to recipients of mental health services to ensure  
            that they are aware of their rights and of the complaint  








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            process, whenever appropriate and feasible.

          4)Clarifies that PRAs have access to mental health clients in  
            community care facilities, as well as other facilities,  
            programs and services.  It also clarifies that this access  
            shall be provided as necessary and reasonable, and if  
            feasible, during normal hours of operation, including access  
            for routine monitoring purposes.  If a PRA conducting  
            monitoring wishes to interview a patient or resident, the  
            advocate must contact a representative of the facility, as  
            well as the treating provider, if they are reasonably  
            available for consultation, before conducting the interview.

          5)Provides that a PRA may inspect and copy confidential client  
            information and records, without specific authorization by the  
            client or guardian ad litem, in the course of investigating a  
            complaint made by or regarding a client who is a current or  
            former recipient of mental health services if the client is  
            deceased, is absent (and due efforts have been made to locate  
            him or her), is unable to authorize the release of information  
            due to his or her physical or mental condition, or in  
            accordance with their routine monitoring duties.  However, in  
            no case shall a PRA have access to such records over a  
            client's objections.

          6)Clarifies the authority of PRAs to refer complaints to any  
            appropriate state or local government agency, and requires any  
            licensing agency that responds to a complaint referred by an  
            advocate to prepare a yearly report to the Legislature on the  
            number of patients' rights complaints, as well as the type,  
            nature, source and resolution of those complaints.

          7)Prohibits retaliation against advocates for the performance of  
            their duties and prohibits discrimination and retaliation  
            against a resident of a community care facility who initiates  
            or participates in a complaint.     

           EXISTING LAW  :

          1)Declares the intent of the Legislature that the State  
            Department of Mental Health be responsible for ensuring that  
            mental health laws, regulations and policies on the rights of  
            recipients of mental health services are observed and  
            protected in state hospitals and in licensed health and  
            community care facilities.  (Welfare and Institutions Code  








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            section 5510(a)(1).  All further statutory references are to  
            this code unless otherwise specified.)

          2)Declares that persons with mental disabilities are vulnerable  
            to abuse, neglect, and unreasonable and unlawful deprivations  
            of their rights.  (Section 5510(a)(2).)

          3)Sets forth the legal and civil rights of voluntary and  
            involuntary patients in mental health treatment facilities.   
            (Section 5325, 5325.1.)  Among these rights is the right to  
            see and receive the services of a patient advocate who has no  
            direct or indirect clinical or administrative responsibility  
            for the person receiving mental health services.  (Section  
            5325(h).)

          4)Requires each local mental health director to appoint, or  
            contract for the services of, one of more county patients'  
            rights advocates.  (Section 5520.)  It also provides that the  
            duties of these advocates must include, but not be limited to,  
            the following:  (a) investigating complaints from or  
            concerning recipients of mental health services residing in  
            licensed health or community care facilities regarding abuse,  
            unreasonable denial or punitive withholding of their rights;  
            (b) monitoring mental health facilities, services and programs  
            for compliance with statutory and regulatory patients' rights  
            provisions; (c) providing training and education about mental  
            health law and patients' right to mental health providers; (d)  
            ensuring that mental health clients in all licensed health and  
            community care facilities are notified of their rights; and  
            (e) exchanging information and cooperating with the state  
            Patients' Rights Office.  (  Id  .)

          5)Authorizes the court to impose a civil penalty on any person  
            or facility for specified patient's rights violations, in an  
            amount of $50 per day during the time in which the violation  
            is not corrected, not to exceed $1,000 for each violation.   
            (Section 5326.9(d).)      

           FISCAL EFFECT  :   The bill as currently in print is keyed fiscal.

           COMMENTS  :   According to the author, the intent of the bill is  
          to clarify the rights and responsibilities of mental health  
          advocates to create more uniformity in the delivery of patient  
          advocacy services, and to facilitate responses to concerns  
          forwarded by advocates to appropriate state licensing and other  








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          entities.  The author states that "the LA Times series on mental  
          health in November of last year uncovered shocking incidents of  
          neglect and abuse in homes for the mentally ill throughout the  
          state.  According to the Times, more than 4,000 severely  
          mentally ill people are housed in facilities that have  
          cumulatively amassed some 200 citations and fines since 1992.   
          Eight homes are credited with half of those citations alone."   
          The author believes that "one of the solutions for ensuring  
          compliance with patients' rights laws is to clarify the ability  
          of the advocate to monitor facilities and increase  
          accountability in reporting of potential and action in response  
          to alleged abuses." 

           Background  .  In 1974, the California Legislature mandated the  
          establishment of state patients' rights.  The purpose was to  
          protect patients' rights in the mental health process and  
          improve the quality of care provided by psychiatric hospitals.   
          Administrative regulations adopted in 1976 required county  
          mental health departments and state hospitals to provide  
          patients' advocacy services including education about patients'  
          rights, investigating complaints and advocating on behalf of  
          patients whose rights were violated.
           
          Currently, counties are required to designate a county mental  
          health patients' rights advocacy office that is responsible for  
          offering the statutorily defined services.  The county  
          department of mental health oversees these advocates.  Advocates  
          must meet qualifications necessary to fulfill the  
          responsibilities established by state law but specific  
          qualifications are not statutorily defined.  
          Advocates are mandated to attend annual state trainings  
          sponsored by the State Office of Patients' Rights.
           
          Recent public debate and a series of Los Angeles Times articles  
          have brought attention to California's mental health system  
          including its history, problems, system of care, population  
          served, interaction with safety net programs and instances of  
          abuse.  One of the Los Angeles  
          Times articles specifically discussed instances of abuse within  
          the State's long-term care system.  It found that even though  
          there has been limited oversight of the care provided by  
          long-term care institutions, the State Department of Health  
          Services has issued 200 citations and fines against 35 of the 45  
          facilities certified to care for mentally ill people since 1992.  
           Citations were the result of a wide range of circumstances  








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          including exposure to water that was too hot, sexual abuse of  
          patients and deaths due to negligence.  Low reimbursement rates  
          and unqualified staff were named as contributing to the abuse.

          This bill seeks to improve the quality of California's mental  
          health care by increasing oversight of the system and scrutiny  
          of the care provided.

           ARGUMENTS IN SUPPORT  :  The California Association of Mental  
          Health Patients' Rights Advocates (CAMHPRA), sponsor of the  
          bill, states that the bill "would clarify the current   
          responsibilities of patients' rights advocates, as well as  
          consolidate into one provision all those legal responsibilities.  
           Currently, county patients' rights advocates have numerous  
          duties that are not listed in the primary statutory provision  
          governing advocates' responsibilities.  This bill proposes to  
          consolidate those functions in one section of the law in order  
          to clarify the advocates' role and diminish confusion."

          CAMHPRA also states that the bill "would provide the necessary  
          clarification of patients' rights advocates' current access to  
          mental health records and to facilities where persons with  
          mental illness are either receiving treatment or residential  
          care.  According to the state Attorney General and the state  
          Office of Patients' Rights, the current statute allows patients'  
          rights advocates to access ? confidential records in the course  
          of regular monitoring of mental health facilities.  ? The  
          [bill's] clarification about access to records simply ensures  
          that patients who have died, left the area, or are unconscious  
          or otherwise unable to consent to a release of confidential  
          information are able to have equal access to advocacy services.   
          If this access were to be lost, the individuals most vulnerable  
          to abuse or neglect would be without such services."

          CAMHPRA further asserts that "monitoring psychiatric facilities  
          cannot be accomplished without access to an appropriately sized  
          randomly selected data set of mental health records.  While the  
          current law already allows advocates' access to confidential  
          records in that context, misinformed and misguided  
          interpretations of this access by certain parties who have a  
          vested interest in keeping advocates away from clients who may  
          complain or from records which may reveal noncompliance with  
          laws and regulations.  Without the necessary access by advocates  
          to clients and records, advocates would be hamstrung from  
          performing their statutorily mandated duties."  They also state  








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          that sufficient confidentiality protections are in place, and  
          that advocates do not pursue complaint investigations or seek  
          access to confidential records over the objections of their  
          clients, which the bill also makes clear.

          Finally, CAMHPRA supports the bill's provision which extends the  
          basic patients' rights protections currently afforded to  
          patients in mental health facilities to include persons with  
          psychiatric disabilities who reside in certain community care  
          facilities.  They state that there is no good reason why clients  
          in health facilities are afforded rights which those same  
          persons would not be afforded if they were receiving care and  
          treatment in a community care facility.  "We believe this is an  
          oversight in the law and that, while regulations address some of  
          these rights, they do not go far enough to protect clients in  
          [community residential treatment] facilities where they ? are  
          just as vulnerable to possible abuse, neglect or undue  
          influence."

          The California Network of Mental Health Clients (CNMHC or the  
          Network), a statewide organization for and of people diagnosed  
          with mental illness in California, also supports the bill.  In  
          addition to supporting the need for more advocacy resources,  
          CNMHC states that "[o]ne of the major barriers to accessing  
          [treatment] is the real and perceived abuses of the mental  
          health system... which is experienced by many clients as  
          abusive, disrespectful, and hurtful.  This causes clients to  
          reject mental health treatment."  In support of its position,  
          the Network cites to a recent report by the National Council on  
          Disability (NCD), which is an independent agency whose members  
          are appointed by the President and confirmed by the U.S. Senate,  
          which states:  

               People with psychiatric disabilities are routinely deprived  
               of their rights in a way no other disability group has  
               been.  In order to learn more about the problems of  
               psychiatric disability, NCD conducted a special hearing on  
               this topic.  ? The testimony pointed to the inescapable  
               fact that people with psychiatric disabilities are  
               systematically and routinely deprived of the rights, and  
               treated as less than full citizens or full human beings.   
               (National Council on Disability, From Privileges to Rights,  
               Executive Summary (January 2000), available online through  
               NCD's internet website at  
               http://www.ncd.gov/newsroom/publications/privileges.html#exe 








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               .)

          According to the Network, "[t]he experience of the mental health  
          system as hurtful is as much a barrier to treatment as the  
          stigma of mental illness and the lack of accessible services.   
          Available advocacy would be a step toward addressing the routine  
          deprivation of rights experienced by people with mental  
          disabilities, and thus reducing a barrier to treatment."

          Protection and Advocacy, Incorporated (PAI) also strongly  
          supports the bill, stating that "this bill will greatly improve  
          mental health services in California by improving the ability of  
          patients' rights advocates to advocate on behalf of their  
          clients."  PAI further states that the bill "is respectful of  
          the rights and preferences of mental health clients, and is  
          consistent with the principle that persons receiving mental  
          health services should be allowed to participate in every aspect  
          of their treatment, as are persons who receive other kinds of  
          health services." 

           ARGUMENTS IN OPPOSITION  :  A coalition comprised of the  
          California Alliance of Child and Family Services, California  
          Association of Health Facilities, California Healthcare  
          Association, California Mental Health Directors Association, and  
          the California Psychiatric Association (the Coalition),  
          submitted a joint letter indicating that they oppose the bill  
          unless it is amended, and they expressing a number of concerns.   
          First, the Coalition opposes any expansion of the duties of  
          patients' rights advocates without additional resources.  "By  
          simply increasing the scope of their existing duties, without  
          additional resources, the state is setting the system up for  
          failure while undermining the important services provided by  
          advocates."

          Second, the Coalition objects to the bill's provisions that  
          would allow, as part of their "routine monitoring" duties,  
          patients' rights advocates "to have unlimited access to inspect  
          and copy confidential medical records without specific  
          authorization by the patient or his or her guardian.  We have  
          serious concerns with the proposed expansion of the advocates'  
          access to a broader set of records than is allowed under current  
          law, without first having obtained the consent of the patient."   
          The Coalition argues that "[t]he advocate's training is focused  
          on determining whether a patient's rights have been violated,  
          not to review health care decisions outside the context of a  








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          client complaint.  There is no compelling reason for advocates  
          to have the unlimited access afforded by this language.  More  
          importantly, in cases where a child is involved, authorization  
          should be required of their legal guardian prior to any  
          confidential records being obtained in this regard."  The  
          Coalition is also concerned about the bill's lack of an accurate  
          definition of what constitutes "routine monitoring" for purposes  
          of allowing advocates access to records and patient information.  
           They state that "[a] more precise definition would ensure more  
          consistency in the delivery of advocacy services, and we would  
          support more clarity on that issue."

          Third, the Coalition complains that "the requirements for  
          training of patients' rights advocates are very vague and  
          somewhat limited.  Many appear to receive on-the-job training,  
          which can vary greatly from county to county.  Particularly with  
          the expanded scope of responsibilities envisioned by this bill,  
          which now includes children's community care facilities, we are  
          concerned that advocates will not have received the necessary  
          training to enable them to provide adequate services to this  
          population."  The Coalition recommends "a standardized training  
          program to provide a basic knowledge of the services to be  
          provided and instruction on the consistent application and  
          interpretation of laws and regulations."

          Finally, the Coalition argues that the expansion of the  
          patients' rights advocates' duties, without additional  
          oversight, "will actually lead to services being delivered in a  
          much more inconsistent manner depending upon the strengths and  
          weaknesses of the individual advocate.  In addition to the  
          training recommended above, we recommend the county mental  
          health director exercise additional oversight when an advocate  
          seeks access to confidential medical records as part of an  
          investigation.  We also recommend establishing a process for  
          complaints against an advocate to be referred for investigation  
          by the county mental health director."      

           Staff Comment  .  Understandably, the entities subject to the  
          oversight which is fine-tuned under this bill express concerns  
          about its reach.  However, as poignantly noted in the recent LA  
          Times series, which exposed glaring deficiencies in the current  
          licensing and regulation of mental health care and treatment  
          facilities, this bill appears to appropriately consolidate and  
          clarify the authority and responsibilities of county patients'  
          rights advocates.  With these changes, the bill offers hope for  








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          more effective oversight of the mental health system, while at  
          the same time enhancing the rights and dignity of Californians  
          with mental disabilities.       

           REGISTERED SUPPORT / OPPOSITION  :

           Support  

          California Association of Mental Health Patients' Rights  
          Advocates (sponsor)
          California Network of Mental Health Clients
          Protection and Advocacy, Incorporated
           
          Opposition  

          California Alliance of Child and Family Services
          California Association of Health Facilities
          California Healthcare Association
          California Mental Health Directors Association
          California Psychiatric Association
          one individual


           Analysis Prepared by  :    Daniel Pone / JUD. / (916) 319-2334