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Diversifying AAA/ADRCs Funding Streams: How states and their local partners can draw down federal Medicaid Administrative Match for ADRC/NWD Systems July 30, 2017 n4a Conference

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Page 1: AAA/ADRCs How their local partners can Medicaid ... AAA...draw down federal Medicaid Administrative Match for ADRC/NWD Systems July ... ‐ACL has drafted a workbook that includes

Diversifying AAA/ADRCs Funding Streams:  How states and their local partners can 

draw down federal Medicaid Administrative Match for ADRC/NWD Systems 

July 30, 2017n4a Conference 

Page 2: AAA/ADRCs How their local partners can Medicaid ... AAA...draw down federal Medicaid Administrative Match for ADRC/NWD Systems July ... ‐ACL has drafted a workbook that includes

Agenda• What is the value of Medicaid Claiming?

– For the NWD System/for my organization

• How is this done? – Implementation Process and Steps– Maryland & Hawaii’s Medicaid Claiming Infrastructure

• How to get buy in?– State Leadership Perspective– Colorado’s Planning Experience

• What’s Happening Now?• ACL Support and Resources

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What is Medicaid Claiming?• Administrative Medicaid Claiming (aka Federal Financial Participation (FFP)) is a way in which Medicaid reimburses agencies doing work that supports Medicaid programs.

• This is not a fee‐for‐service; agencies are not paid per activity.

• FFP reimbursement is calculated based on the results of a time study or daily time documentation

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• Ongoing source of funding:– Once approved, funding will continue– FFP covers about 40% of costs for Wisconsin’s NWD

• Strengthens the case for State and local funding:– Local money goes twice as far– Demonstrates that the ADRC network is a core infrastructure supporting the Medicaid program

• Does not require major changes to regular operations

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What is the Value?

Page 5: AAA/ADRCs How their local partners can Medicaid ... AAA...draw down federal Medicaid Administrative Match for ADRC/NWD Systems July ... ‐ACL has drafted a workbook that includes

Claiming and Reimbursement Process

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Operating agency adds all participating staff into "cost 

pool"

Operating agency adds all participating staff into "cost 

pool"

Operating agency runs time studies to capture 

staff time

Operating agency runs time studies to capture 

staff time

Local sites submit quarterly documentation of actual expenditures to operating 

agency

Local sites submit quarterly documentation of actual expenditures to operating 

agency

Operating agency calculates the Medicaid %,  documents costs 

within the cost pool, and requests reimbursement from 

state Medicaid

Operating agency calculates the Medicaid %,  documents costs 

within the cost pool, and requests reimbursement from 

state Medicaid

State Medicaid agency submits claiming report, 

receives federal funds, and allocates funds to 

operating agency for disbursement

State Medicaid agency submits claiming report, 

receives federal funds, and allocates funds to 

operating agency for disbursement

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Maryland’s Medicaid Claiming• Maryland uses a random moment time study (RMTS) methodology

– Staff code activity at a randomly selected time

• Less burdensome, more accurate reporting compared to 100% time tracking

• Uses a web‐based RMTS software system– Automatically generates the samples each quarter

• Adapted codes that correspond to staff work– Level 1 Screen– Person Centered Counseling– Coordination of services with individuals at risk of Medicaid spend‐down

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Page 7: AAA/ADRCs How their local partners can Medicaid ... AAA...draw down federal Medicaid Administrative Match for ADRC/NWD Systems July ... ‐ACL has drafted a workbook that includes

2500 samples generatedper quarter

150 staff total

Statewide Average for State Fiscal Year 2017:

Medicaid ClaimablePercent = 47.65%

Total Claiming Reimbursement = $3,303,000

Maryland’s Claiming Totals

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Deborah Stone‐WallsMaui AAA, Hawaii

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Hawaii’s Steps for Implementing Medicaid Claiming

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Simply put….

Identify the work that we do

Tease out if the activities are  related to Medicaid

Document time spent on Medicaid activities

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Medicaid Claiming Codes• Codes should support operations• Ordered to make choice of code clearer

• Negotiated with direct staff• Training on the coding process• Random Moments pilots—Survey Monkey

• Analysis/testing of codes• Provides estimates of claimable time

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1. Reimbursed by another source

2. Medicaid Choice Counseling

3. Call Log/Intake

4. Facilitating Program Applications

5. Assessment/Support Plan Development

6. Referral, Coordination, & Monitoring

7. Outreach

8. Training or Program Admin.

9. General Admin.

10. Other

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Pilot Testing

Conduct Pilot A

• Evaluate codes during pilot

• 3 weeks• Update codes

Conduct Pilot B

• Develop cost and time estimates

• Establish a baseline

• 3 weeks

Implement FFP

• State and Federal approval

• Ongoing time study

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Establishing the Cost Pool• Personnel: salaries, taxes, fringe for direct, supervisory and support staff

• Operations: Lease/rental, program activities, printing/publications/advertisement, staff training, supplies, travel, etc.

• Equipment and motor vehicle costs• Report actual costs quarterly

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Getting Staff On Board

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What’s in it for me?Increase available funding to support activities and STAFF members

Decrease ongoing funding/employmentanxiety and burnout

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Staff Training and Ongoing Monitoring

Engage ALL types of learnersStaff trainingsTraining should have lots of examples and scenarios, not just code definitions….practice, practice, practice

FFP Time Study GuideBi‐weekly “quizzes” to keep code definitions fresh for staff 

Ensures accuracy in coding 

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Helpful Hints• Talk with other states to learn from their experiences

• Early collaboration between State and local staff and preliminary mini‐pilots can improve the accuracy of codes and need for further refinement

• Provide thorough training and develop mechanism for answering ongoing questions

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Helpful Hints, cont.• Set realistic goals for data collection and time study duration

– Smaller agencies may need more time to gather data

• Don’t over complicate!! Staff are already performing tasks; not looking to change day to day operations

• Collect complete costs for staff participating in FFP claiming (e.g., rent, utilities, etc.)

– The greater the associated costs, the higher the return

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Roger AuerbachLewin Group

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What does the ADRC/NWD System do for Medicaid? 

• Outreach and consumer education• Intake, triage, application assistance• Planning for future needs – Person Centered Counseling

• Delaying or preventing Medicaid eligibility• Triage and screening to prevent Medicaid spend‐down, including diversion away from long‐term institutionalization by providing resources and support in the community

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What’s in it for Medicaid?

• Reduce Medicaid costs by counseling individuals about non‐Medicaid community services and developing person‐centered plans

• Streamlining enrollment into Medicaid for services not provided by other programs

• Integrate and coordinate access to Medicaid services

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Developing Draft Codes, Testing and Approval

• Develop and pilot test draft codes• Evaluate and refine codes• Design a quality management process• Secure final Medicaid approval of the proposal• Develop an MOU• Receive approval from CMS 

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Tim CortezColorado Department of Health Care Policy and Financing

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Colorado’s Background

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• ADRC grant awarded in 2005• 16 ADRCs operating in Colorado• ADRCs are partially financed by the Older Coloradans Act and may have local funds

• Colorado received a NWD planning grant in 2014 and the implementation grant in 2015

• The SUA requested approval to set aside a portion of state general fund

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Colorado Background, Cont.

• The SUA (CDHS) and Medicaid State Agency (HCPF) began engagement with the ADRCs in 2016

• PCG in 2017 developed time study codes and draft amendment for the Medicaid Cost Allocation Plan

– Currently in review by state staff• HZA modified the online time study platform to allow ADRCs to respond to random time study surveys

• ADRCs are currently piloting after initial pilot

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How Can I Position My Organization? 

• Understand what contributions you make or can make to support the Medicaid Program

• Engage with state agencies to identify reimbursable activities and develop time study codes

• Participate in time study pilots• Understand your responsibilities for cost reporting and participating in time study surveys

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Return on Investment

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• New funds for work ADRCs are already doing• Depends on a few factors:

– Availability of funds for state match– Amount of Medicaid related activities per quarter– Local funds available

• If the costs attributable to Medicaid outweigh the administrative strings, then probably a positive ROI.

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State Level Agreements

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• MOU between State Medicaid Agency (HCPF) and State Unit on Aging (CDHS)

– SUA agrees amount of state funds to set aside– SUA submits report to HCPF requesting how much FFP to cover program costs allocated by time

– HCPF agrees to seek reimbursement and transfer funds to SUA

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Local Level Agreements

• Contracts between ADRC and SUA– ADRC submits ADRC cost reports to SUA– ADRC identifies staff to participate in Time Study Surveys

– ADRC agrees to carry out ADRC functions

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Ami PatelACL

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What’s Happening Now? • CMS recently issued the “No Wrong Door System Reference Document for Medicaid Administrative Claiming Guidance” to assist NWD states with implementing Medicaid claiming.

• ACL Workbook and Guidance:‐ ACL has drafted a workbook that includes various tools and guidance documents for states to use as they develop a claiming infrastructure. These tools include:‐ PowerPoint presentations for engagement of NWD partners and stakeholders

‐ Cost simulator‐ Claiming code guidance‐ Cost allocation spreadsheets, and more 

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Currently Claiming

DC

HI

MD

DE

NJCT

RI

MA

NH

VT

ME

MT

ID

CO

WY

NV

CA

NMAZ

MN

KS

TX

IA

IL

WI

TN

INOH

MI

ALMS

AR

LA

GA

WV

PA

ORSD

ND

MO

OK

NE

NY

SC

NC

KY

FL

VA

AK

WA

Planning

11 states currently claiming for NWD/ADRC activities 13 in the planning phase

NWD System Medicaid Claiming

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Resources

https://nwd.acl.gov

https://www.medicaid.gov/medicaid/financing‐and‐reimbursement/admin‐claiming/no‐wrong‐door/index.html

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Contacts

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Ami [email protected]

Administration for Community Living

Deborah Stone‐Walls, deborah.stone‐[email protected]

Maui, Hawaii Area Agency on Aging

The Lewin Group

Colorado Dept. of Health Care Policy and Financing

Tim [email protected]

Roger [email protected]