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: The Triple Aim as a Framework for Improving the Health of Individuals with Complex Mental Health, Substance Use, and Physical Health Conditions Preliminary Program May 22-23, 2013 Hilton SF Airport Bayfront 600 Airport Boulevard Burlingame, CA 94010

Wednesday, May 22, 2013 Day 1: Five Panel Presentations about Innovative Care Coordination and Integration Models from California that Contribute to Achievement of the Triple Aim for Complex Clients. The Presentations will Highlight Key Practice Strategies and Changes to Spread Throughout the State. 7:00 AM 5:30 PM Registration 7:15 AM 8:30 AM Continental Breakfast 8:15 AM 8:45 AM Welcomes Sandra Naylor Goodwin, PhD, MSW, California Institute for Mental Health (CiMH), President and CEO Karen W. Linkins, PhD, CalMHSA Integrated Behavioral Health Project, Director Stephen Kaplan, LCSW, San Mateo County Behavioral Health & Recovery Services Director Dave Pine, San Mateo Board of Supervisors Luisa Buada, RN, MPH, Ravenswood Community Health Center, CEO 8:45 AM 9:15 AM Keynote speaker Jurgen Unützer, MD, MA, MPH, Professor of Psychiatry, University of Washington, Director, AIMS Center, CIMH Care Integration Collaborative Co-Chair 9:15 AM 9:45 AM Keynote speaker Edward H. Wagner, MD, MPH, Director (Emeritus), The MacColl Center for Health Care Innovation, Group Health Research Institute Senior Investigator (via video stream) 10:00 AM 10:15 AM Question and answer 10:00 AM 10:15 AM break 10:15 AM 11:15 AM Innovations in Coordinated and Integrated Mental Health Care: San Francisco County, Tom Waddell Health Center Jo Robinson, MFT, Community Behavioral Health Services, Director, San Francisco Department of Public Health, Director Tom Bleecker, PhD, Office of Quality Management, Community Programs, San Francisco Department of Public Health Deborah Borne, MSW, MD, Tom Waddell Health Center, San Francisco Department of Public Health, Medical Director Napa County Health and Human Services and Clinic Ole Jaye Vanderhurst, LCSW, Napa County Mental Health, Director Tina Zoppel, LCSW, Clinic Ole, Clinic Manager Glenn County, Health Care Collaborative Scott Gruendl, MPA, Glenn County Health & Human Services Agency, Director & California State University, Chico Faculty 11:15 AM 12:15 PM Innovations in Coordinated and Integrated Substance Use Disorders Care: San Mateo County Behavioral Health and Recovery Services Stephen Kaplan, LCSW, San Mateo County Behavioral Health and Recovery Services, Director Kaiser Permanente Stuart Buttlaire, PhD, Inpatient Services, Kaiser Permanente, Director Golden Valley Health Centers Elizabeth Morrison, LCSW, Golden Valley Health Centers, Director of Talent and Culture 12:15 PM 1:15 PM lunch (Included with registration) 2

Wednesday, May 22, 2013 1:15 PM 2:15 PM Innovations in Coordinated and Integrated Primary Care: UCSF Center for Excellence in Primary Care Danielle Messick, Program Manager/Trainer Council of Community Clinics and Community Clinics Health Network Nicole Howard, MPH, Director of Programs and Fund Development Open Door Community Health Centers Julie M. Ohnemus, MD, Associate Corporate Medical Director 2:15 PM 3:15 PM Innovations in Coordinated and Integrated Systems: Los Angeles County, Department of Mental Health Marvin Southard, DSW, Los Angeles County Department of Mental Health, Director Debbie Innes Gomberg, PhD, Los Angeles County Department of Mental Health, District Chief Alameda Health Consortium, Behavioral Health and Primary Care Integration (In Partnership w/alameda County Behavioral Health Services) Brenda Goldstein, MPH, Psychosocial Services, Lifelong Medical Care and Chair, Behavioral Health Network, CA Primary Care Association, Director Riverside County Department of Mental Behavioral Health Jerry L Dennis, MD, Riverside County, Department of Mental/Behavioral Health, Medical Director 3:15 PM 3:00 PM break 3:30 PM 4:30 PM Health Plans as Innovators for Coordinated and Integrated Care: Health Plan of San Mateo Maya Altman, MPP, Health Plan of San Mateo, Chief Executive Officer Health Net of CA Janice Milligan, RN, Health Net of CA, Director of Strategy and Development Inland Empire Health Plan Peter Currie, PhD, Inland Empire Health Plan, Director of Behavioral Health 4:30 PM 5:30 PM The Path Forward and Orientation to Day 2 Bobbie Wunsch, MBA, Pacific Health Consulting Group Dale Jarvis, CPA, Dale Jarvis and Associates, LLC 5:30 PM adjourn 3

Thursday, May 23, 2013 Day 2: Improve the field s shared understanding of the key themes from innovative integration models, develop key partnerships, and recommended next steps that will advance the integration of care to achieve the Triple Aim for clients with complex mental health, substance use and medical conditions. The Summit will publish conference proceedings documenting recommendations and action plans to inform State and local policy and practice. 7:30 AM 4:00 PM Registration 7:30 AM 8:45 AM Continental Breakfast 8:30 AM 9:30 AM Improving the Care System Experience: Systems and Customer Perspectives Carmella Castellano-Garcia, JD, CA Primary Care Association, President and CEO Bobbie Wunsch, MBA, Pacific Health Consulting Group Dale Jarvis, CPA, Jarvis and Associate Keris Myrick, MBA, PhD, Project Return Peer Support Network, President and CEO 9:30 AM 9:45 AM Instructions for Small Group Workshops Bobbie Wunsch, Pacific Consulting Group 9:45 AM 10:00 AM break 10:00 AM 12:00 PM SMALL GROUP WORKSHOPS 1 : TOPIC SPECIFIC FACILITATED DIALOGUES FACILITATORS: Dale Jarvis, CPA, Dale Jarvis & Associates, LLC Bobbie Wunsch, MBA, Pacific Health Consulting Group Gale Bataille, MSW, Emeritus County Behavioral Health Director, CiMH Quality Improvement Collaboratives, Project Director Karin Kalk, CiMH Quality Improvement Collaboratives Improvement Advisor Jerry Langley, Associates for Process Improvement, CIMH Quality Improvement Collaboratives Improvement Advisor Keris Myrick, MBA, PhD, Project Return Peer Support Network, President and CEO Rick Goscha, PhD, MSW, Office of Mental Health Research and Training University of Kansas, School of Social Welfare, Director Sandra Naylor Goodwin, PhD, MSW, California Institute for Mental Health, President and CEO Jae Han, MD, Departments of Psychiatry and Family/Community Medicine, University of California, Davis, Associate Clinical Professor & Training Director, Family Medicine/Psychiatry Residency Program Jennifer Clancy, MSW, CiMH Quality Improvement Collaboratives, Project Director Brenda Goldstein, MPH, Lifelong Medical Care, Alameda County, Director Karen Linkins, PhD, Integrated Behavioral Health Project Erin Hafer, Community Health Plan of Washington, Project Manager (Invited) Victor Kogler, PhD, Alcohol and Drug Policy Institute, Executive Director 4

Thursday, May 23, 2013 10:00 AM 12:00 PM Topic A: Promoting Health Literacy, Healthy Behaviors and Self Management Topic B: Incentivizing Integrated Care, Payment Reform, Quality Improvement and Outcomes Topic C: Communicating and Sharing Information to Deliver an Integrated Care Experience, including topics such as: Case Conferencing Across Organizations Clinical Information Systems Warm Hand Offs Release of Information and Privacy Topic D: Improving Access and Follow Through on Care, including topics such as: Improving Access among Specialty and Primary Care Providers Coordinating Care, including Medication Reconciliation and Shared Care Planning Topic E: Creating a Quality Driven Organizational Culture to Provide effective Care for Individuals with Complex Conditions Topic F: Transforming Practice, including topics such as: Team Based Care Empanelment Person-Centered Care and Shared Decision Making 12:00 PM 1:00 PM lunch (Included with registration) 1:00 PM 3:00 PM SMALL GROUP WORKSHOPS 2 : TOPIC SPECIFIC FACILITATED DIALOGUES 3:00 PM 3:15 PM break Topic A: Promoting Health Literacy, Healthy Behaviors and Self Management Topic B: Incentivizing Integrated Care, Payment Reform, Quality Improvement and Outcomes Topic C: Communicating and Sharing Information to Deliver an Integrated Care Experience, including topics such as: Case Conferencing Across Organizations Clinical Information Systems Warm Hand Offs Release of Information and Privacy Topic D: Improving Access and Follow Through on Care, including topics such as: Improving Access among Specialty and Primary Care Providers Coordinating Care, including Medication Reconciliation and Shared Care Planning Topic E: Creating a Quality Driven Organizational Culture to Provide effective Care for Individuals with Complex Conditions Topic F: Transforming Practice, including topics such as: Team Based Care Empanelment Person-Centered Care and Shared Decision Making 3:15 PM 4:00 PM Next Steps and Adjourn 5

The California Institute for Mental Health is a non-profit public interest corporation established for the purpose to promote wellness and positive mental health and substance use disorder outcomes through improvements in California s Health System. CiMH is dedicated to a vision of a community and mental health services system which provides recovery and full social integration for persons with psychiatric disabilities; sustains and supports families and children; and promotes mental health wellness. California Institute for Mental Health 2125 19th Street, 2nd Floor Sacramento, California 95818 www.cimh.org (916) 556-3480 Fax: (916) 446-4519