Care Management Team Orientation - Tufts Health Plan Senior Care Options Care Management Department

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Care Management Team Orientation - Tufts Health Plan Senior Care Options Care Management Department
Tufts Health Plan Senior Care Options
                                                  Model of Care Overview

           Care Management
           Team Orientation
           Tufts Health Plan Senior Care Options
           Care Management Department

          Reviewed January 5, 2021

     1

          Tufts Health Plan Senior Care Options

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Reviewed January 6, 2021                                                     1
Care Management Team Orientation - Tufts Health Plan Senior Care Options Care Management Department
Tufts Health Plan Senior Care Options
                                                                    Model of Care Overview

          Why Senior Care Options?
          Member Benefits, Eligibility and Resources

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          Benefits of SCO
               According to a Health Management Associates value
           assessment of Senior Care Options (SCO) programs in 2015:
          Members:                     Providers:                  Massachusetts:
          • Have one insurance plan    • Also have one point of    • Receives key metrics and
            and one insurance card       contact for benefit and     other data from SCO
          • Have a care team             claims questions            programs to identify
            coordinating all medical   • Have access to member       trends and best practices
            and social services          information via a         • Can more easily budget
          • Have no out of pocket        Centralized Enrollee        vs. FFS Medicaid
            expenses                     Record                    • Shares in cost savings
                                       • Receive regular updates     through care management
                                         from the Primary Care
                                         Team

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Reviewed January 6, 2021                                                                         2
Care Management Team Orientation - Tufts Health Plan Senior Care Options Care Management Department
Tufts Health Plan Senior Care Options
                                                                                  Model of Care Overview

          Who is eligible?
           Individuals are eligible to enroll if they:

                                      Are at least 65 or older

                                  Have MassHealth Standard (Medicaid)
                                              coverage

                                                                                           Also DO NOT reside in
                                                   Live within the service area             an intermediate care
                                                                                              facility for mental
                                                                                           health conditions or in
                                                                                                 a chronic or
               Effective 1/1/2021,                 DO NOT have End Stage Renal Disease     rehabilitation hospital
                                                                                               as an inpatient.
               ESRD is no longer a                     (ESRD) at time of enrollment
              disqualifying condition

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          Population Distribution by County
                                                                                                       %        %
                                                                                          County      Total   Complex

                                                                                         Barnstable   8%       9%

                                                                                         Bristol      5%       5%

                                                                                         Essex        7%       6%

                                                                                         Hampden      1%       1%

                                                                                         Hampshire    0%       0%

                                                                                         Middlesex    31%     30%

                                                                                         Norfolk      11%     11%

                                                                                         Plymouth     11%     12%

                                                                                         Suffolk      21%     21%

                                                                                         Worcester    4%       4%

          County distribution as of October 2020

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Care Management Team Orientation - Tufts Health Plan Senior Care Options Care Management Department
Tufts Health Plan Senior Care Options
                                                                                        Model of Care Overview

          2021 Service Area Landscape

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          Description of the SNP population
                  Members by Level                                             Members by Age Range
              Level 1          Level 2         Level 3                          65-74   75-84   85-94    95+
              Level 3A         Level 4         Institutional
                                                                                          2%
                                3%                                                 15%
                                         13%

                                               8%
                                               0%                                                       46%
                                               4%

                                                                        Male
                                                                    34%         37%
                                                                                                     Average age: 77
                         72%                               Female                                 16 members aged 100+
                                                                                                   Oldest member: 109
                                                           66%

          October 2020

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Care Management Team Orientation - Tufts Health Plan Senior Care Options Care Management Department
Tufts Health Plan Senior Care Options
                                                                                   Model of Care Overview

            Description of the SNP population
                                                                                                                       19% of
                                                                                                                       members
                                                                                                                       report
                                                                                                                       having
                                                                                                                       trouble
                                                                                                                       hearing
                                                                                                                       (22% of
                                                                                                                       complex
                                                                                                                       members)

                                                                                                                       20% of
                                                                                                                       members
                                                                                                                       report
                                                                                                                       having
                                                                                                                       trouble
                                                                                                                       with their
                                                                                                                       eyesight
              Needs help Needs help Needs help Needs help Needs help Needs help                                        (22% of
               with 0-1   with 2-5 with 6+ ADL with 0-1    with 2-4   with 5+                                          complex
                                                                                                                       members)
                 ADL        ADL                  IADL       IADL       IADL
                               Total membership       Complex membership

          October 2020

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          The most vulnerable: Complex members
                                                                                         Caucasian/White
                                                             96% of                      Asian
                                                           members                       African American/Black
                                                            say they                     Hispanic/Latino
                                                              have                       No answer
                                                                                         American Indian or Alaska Native
                                                           someone
                                                                                         Native Hawaiian or other Pacific Islander
                                                            who can
                                                           help them
                   60% of members live with a
                 family member, paid caregiver                                   12%
                  or in an assisted living facility
                                                                                                  37%
                                                                           19%

                    35% of                 5% are
                  members               homeless or
                  live alone             in another
                                                                                   30%
                                          situation
                                                          October 2020
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Reviewed January 6, 2021                                                                                                             5
Care Management Team Orientation - Tufts Health Plan Senior Care Options Care Management Department
Tufts Health Plan Senior Care Options
                                                                       Model of Care Overview

          The most vulnerable: Complex members
            Top 5 primary languages         How well do you                  How often do you need
                                                                              help reading health-
          English               38%
                                             speak English?                    related materials?
                                                                           Always
          Chinese (Mandarin)    14%     Not at all
                                                                           Often        19%
          Spanish               12%     Not well
                                                                           Sometimes
                                        Well         35%
          Cape Verdean Creole   6%                               44%       Rarely      10%         48%
                                        Very well
          Haitian Creole        6%                                         Never
                                        No answer                                      12%
                                                      9%                   No answer
                                                           12%                               11%

                                                            Would you like the assistance of an
                                                             interpreter or the language line?
                                                                        Yes – 45%
                                                                         No – 55%

            October 2020
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            Tufts Health Plan SCO Plan Types
                     SCO Dual                                     SCO Medi

                • Tufts Health Plan Senior                  • Tufts Health Plan Senior Care
                  Care Options (HMO SNP)                      Options
                • For members with both                     • For members with MassHealth
                  Medicare and MassHealth                     only
              Providers should verify member eligibility prior to rendering services.

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Care Management Team Orientation - Tufts Health Plan Senior Care Options Care Management Department
Tufts Health Plan Senior Care Options
                                                                    Model of Care Overview

          Standard benefits
          •   Medicare benefits:
                • Inpatient hospital, outpatient hospital, skilled nursing, doctor
                   visits, emergency services, lab and diagnostics, skilled home
                   care, therapies, prescription drugs
          •   Medicaid (MassHealth) benefits:
                • Custodial nursing care, Personal Care Attendant (PCA)
                   services, Home and Community-Based Services (HCBS), Over-
                   the-Counter (OTC) drugs (with prescription)
                 • Some benefits and services are based on assessment or may
                   need prior authorization

              Benefits are the same for both THP SCO
               plan options – SCO Dual and13SCO Medi

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          What do SCO members pay?

                  SCO members pay NO
                 copayments, deductibles
                     or coinsurance!
              Members also pay NO monthly
                 SCO plan premiums.

          Please note: Members with Medicare who are enrolled in a SCO plan must continue
          to pay their Medicare premiums – but in most cases MassHealth covers this cost.

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Care Management Team Orientation - Tufts Health Plan Senior Care Options Care Management Department
Tufts Health Plan Senior Care Options
                                                            Model of Care Overview

          How will Medicare Part D affect SCO members?
              SCO members should know that it is not
            necessary to sign up for Medicare Part D, as
                 THP SCO provides drug coverage.
          Also, if a THP SCO member signs up
          for Medicare Part D, they will be
          disenrolled from SCO.

            Medicare Annual Enrollment (with additional
             advertising encouraging seniors to enroll)
            happens between October 15 – December 7!

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          Funding and Administration
          Both Medicare and Medicaid provide funding via capitation to
          THP for our SCO Dual plan members, and only MassHealth
          provides the funding for our SCO Medi plan members.
          THP SCO works with a number of outside vendors for some
          benefits:
            • All dental services for THP SCO members are provided
              through DentaQuest
            • All preventive eye care services are provided through
              EyeMed
            • Part D benefits are administered by CVS/Caremark

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Care Management Team Orientation - Tufts Health Plan Senior Care Options Care Management Department
Tufts Health Plan Senior Care Options
                                                                        Model of Care Overview

           Complaints, appeals and grievances
           A Tufts Health Plan SCO Member may:
              •   File a complaint or a grievance (including a complaint about any
                  of our providers) with the plan at any time regarding any aspect
                  of their care;
              •   File an Appeal with Tufts Health Plan SCO;
              •   File an Appeal with the MassHealth Board of Hearings;
              •   File an Appeal with Tufts Health Plan SCO and MassHealth Board
                  of Hearings simultaneously
           Of any decision to deny, terminate, suspend, or reduce services.
           A provider may appeal on behalf of an enrollee with the enrollee’s
           written consent.

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           Tufts Health Plan online resources
          Tufts Health Plan SCO member                    Tufts Health Plan SCO provider
          website:                                        website:
           https://www.tuftsmedicarepreferred.org/         https://www.tuftshealthplan.com/provider

          Available on the member website:                Available on the provider website:
            Explanation of Coverage                        Provider Manual
            Summary of Benefits                            Payment Policies
            SCO Provider Lookup                            Medical Necessity Guidelines
            SCO Formulary Search

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Care Management Team Orientation - Tufts Health Plan Senior Care Options Care Management Department
Tufts Health Plan Senior Care Options
                                                                         Model of Care Overview

          SCO Provider Network
          Network, Referrals and Prior Authorization

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          Specialized network expertise
          THP contracts and credentials in the Service area with over:
             • 1,200 primary care physicians
             • 5,000 specialists
             • 40 acute care hospitals
             • 350 sub-acute facilities
             • 15,000 individual, group, and facility providers encompassing many ancillary
                  services: including but not limited to clinical psychologists, Licensed Independent
                  Clinical Social Workers (LICSWs), and other behavioral health providers; physical
                  and occupational therapists and speech pathologists; durable medical equipment
                  providers; chiropractic service providers; and free-standing laboratory facilities,
                  imaging facilities, dialysis centers, and ambulatory surgical centers
              •   800 dentists
              •   1,500 routine vision care providers
              •   ASAP for Home and Community Based Services (HCBS)

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Tufts Health Plan Senior Care Options
                                                                     Model of Care Overview

          Referrals and authorizations
          SCO members can see any provider in the Tufts Health Plan SCO
          network with a valid referral.
              • Reminder: Atrius, Lahey, and Steward Medical Groups do not
                  require referrals within their referral circles.
          Members DO NOT need prior authorization to visit out-of-network
          providers, but payment will not be made by Tufts Health Plan SCO,
          Medicaid, or Medicare without a valid referral.
              •   SCO members can see any provider with a valid referral from
                  their PCP, and THP SCO will cover the cost of the appointment.
          Inpatient Notification is required for all medical and mental health
          inpatient services.

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          Services NOT requiring prior authorization
          •   ANY emergency conditions
                  • Emergency behavioral health
                  • Urgent Care sought out of the Service Area (worldwide)
                  • Urgent Care under UNUSUAL/EXTRAORDINARY
                    circumstances
                  • Emergent out-of-area Renal Dialysis
          •   Direct-access women’s services

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Tufts Health Plan Senior Care Options
                                                                Model of Care Overview

          SCO Drug Coverage
          Prescription, Over-the-counter and Instant
          Savings

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          Participating pharmacies
          •   CVS/Caremark is the vendor for the THP SCO pharmacy and mail order
              program.
          •   Complete listing of CVS/Caremark network pharmacies can be found in the
              provider directory.
          •   Members can contact CVS/Caremark at http://www.caremark.com/wps/portal to
              ask about a participating pharmacy.
                • Participating pharmacies include: Costco, Hannaford Food & Drug,
                  Kmart, Market Basket, Medicine Shoppe, Osco, Price Chopper, Rite Aid,
                  Sam’s Club, Sav-Mor, Shop ’n Save, ShopRite, Stop & Shop, CVS in
                  Target, Wal-Mart, Wegman’s, Walgreens

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Tufts Health Plan Senior Care Options
                                                         Model of Care Overview

          Pharmacies
          •   Prescriptions must be authorized by a plan provider or doctor
          •   Must be filled at a participating CVS/Caremark provider
          •   Member must show their THP SCO ID card
          •   Mail-order is a good option for maintenance
              medications such as those for heart conditions,
              cholesterol, diabetes, arthritis and
              high blood pressure

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          SCO mail order prescriptions (Caremark)

               The SCO mail order prescription option through
              Caremark is administered exactly like it is for TMP.
                The member is not charged for shipping costs.

               Out-of-network pharmacy services require prior
              authorization, so shipping charges, if any, need to
                be included in the prior authorization and the
                    supplier knows not to bill the member.

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Tufts Health Plan Senior Care Options
                                                                                                Model of Care Overview

          Prescription requirements & restrictions
          •      Due to costs and safety concerns, THP has created a list of
                 medications that are restricted, and members are not covered for
                 these drugs
          •      May need prior authorization for certain drugs in order to be
                 covered, and there may be limits to the amount of the drug that
                 will be covered
          •      Any additional requirements or restrictions are listed on the
                 formulary
          •      If there is a restriction or limits, the prescriber may ask THP SCO
                 to make an exception

                                   SCO Formulary Search:
              https://client.formularynavigator.com/Search.aspx?siteCode=8472686892
                      Be sure to bookmark on your
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                                                  laptop!

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          Definition of restrictions
          Icon    Restriction                              Definition

                  Generic Indicator                        This drug is available as a generic

                  Home Infusion Drug                       Home Infusion Drug – Covered under Medicare Part B

                  Limited Access                           Limited Access

                  Non-extended Day’s Supply Drug           This drug is limited to up to a 30-day supply per fill

                  Part B Drug                              Covered under Medicare Part B

                  Prior Authorization – All members        Prior Authorization is required for all members

                  Prior Authorization – New Starts         Prior Authorization is required for members newly starting on this medication
                                                           Prior Authorization is required to determine appropriate coverage under Medicare
                  Prior Authorization – Part B vs Part D   Part B or Part D

                  Quantity Limit                           This drug has a Quantity Limit

                  SP-CVS Specialty                         This drug is available through CVS specialty (1-800-237-2767)

                  Step Therapy Prior Authorization         Step Therapy Prior Authorization Applies

                  Transplant                               Covered under Medicare Part B when used for a Medicare-approved transplant
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Tufts Health Plan Senior Care Options
                                                            Model of Care Overview

          Copayments

           Like other benefits and services, SCO
              members pay NO copayments,
              deductibles, or coinsurance for
            prescriptions and over-the-counter
                 drugs with a prescription!

                    If you have any medication questions,
                       reach out to the Pharmacy Team:
                 SPPharmacyCareManagement@tufts-health.com

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          Instant Savings Card
          SCO members receive a $112 allowance every three
          months to use toward Medicare-approved OTC items,
          such as first aid and mouth care supplies.
           • Members are able to use their allowance with their
             THP Instant Savings card – a debit card that is
             automatically reloaded with the allowance every
                                                                     This benefit is
             quarter
                                                                  separate from the
           • This benefit does not roll over to the next          OTC items covered
             quarter; the member must use or lose the             by MassHealth and
                                                                  the additional OTC
             allowance
                                                                   items covered by
           • Members can use the their Instant Savings card at     THP (covered at $0
             CVS Pharmacy, Walgreens, RiteAid, Family Dollar,      with a prescription).

             and Dollar General

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Tufts Health Plan Senior Care Options
                                                                    Model of Care Overview

          DailyCare Card
          SCO members receive an additional $25 allowance every three months
          to use toward approved products for their daily care, including:

                           This benefit works the same as the Instant Savings
                            Card, and is administered by the same company.
                            Members should swipe both cards when they are
                             shopping, as each card covers different items.
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          SCO Formulary
          The SCO Formulary consists of the existing HMO individual formulary
          PLUS the MassHealth Over-the-Counter Drug List and the MassHealth
          Non-Drug Product List.
           • SCO Formulary Search:
             https://client.formularynavigator.com/Search.aspx?siteCode=8472686892

           • MassHealth OTC Drug List and Non-Drug Products List:
             https://masshealthdruglist.ehs.state.ma.us/MHDL/

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Tufts Health Plan Senior Care Options
                                                                       Model of Care Overview

          SCO Model of Care
          Rate Cells, Levels of Care and Care Management
          Requirements

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          Care Model
          The care model focuses on an integrated approach to care management, including
          medical, behavioral, social, and long-term needs.
             A SCO member’s Primary Care Team (PCT) includes a Primary Care Provider (PCP),
              and may also include a Registered Nurse Care Manager (RNCM), a Behavioral Health
              Care Manager (BHCM), a Community Health Worker (CHW), a Care Coordinator, and a
              Geriatric Support Services Coordinator (GSSC) from an Aging Services Access Point
              (ASAP)
             Based on the member’s needs, the PCT may also include a Clinical
              Pharmacist/Pharmacy Technician, Nurse Practitioner and/or other health specialists
          Every member has an Individualized Plan of Care (IPC) that is developed during
          assessment.
             The plan is updated as the member’s condition and needs change
             Initial ICP and at minimum annual update mailed to Member/Caregiver and PCP
             A Centralized Enrollee Record (CER), accessible to all members of the care team,
              contains all activity related to the member’s care

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Tufts Health Plan Senior Care Options
                                                                                  Model of Care Overview

           Rate Cells and Levels of Care
          All members are enrolled as Community Well until they are evaluated by
          an Assessment Nurse or RN Care Manager, who will submit an MDS-HC
          to MassHealth to determine their Rate Cell.
          Members are separated into Levels of Care based on their Rate Cell to
          determine the most appropriate Care Manager, services and touch point
          frequency.

          Complexity           Non-complex                    Complex             Institutional

                                Community
          Rate Cell                Well
                                                    AD/CMI               NHC

          Level        Level 1 – No     Level 2 –
                                                    Level 3             Level 4
          of Care         HCBS            HCBS
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           Rate Cells and Levels of Care

                         Reimbursement is based on rate cell –
                      so it is important to capture the correct rate cell
                                     as soon as possible.

                          It is also important to reassign the member
                           to the appropriate Care Manager to ensure
                               the most suitable person to manage
                                the member’s level of complexity.

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Reviewed January 6, 2021                                                                              18
Tufts Health Plan Senior Care Options
                                                                                              Model of Care Overview

            Touch point frequency
                              Level 1            Level 2
                                                                      Level 3                     Level 4
                            Community          Community                                                             Institutional
                                                                      AD/CMI                       NHC
                               Well           Well w/HCBS

                                                                                                                    Welcome Letter
          Calls/Letters                   Welcome Call made during first 30 days by Customer Relations              sent within first
                                                                                                                     30 days by CR

          Initial
                                      Initial face-to-face assessment completed within 30 days by RNCM/Assessment Nurse
          Assessments

                                                               • Face-to-face             • Face-to-face
                                              • Face-to-face   • Due every 90 days        • Due every 90 days
                           • Telephonic                                                                             • In-facility
                                              • Due every      • Completed by BHCM or     • Completed by RNCM/NP
                           • Due every                                                                              • Due every 90
          Ongoing                               180 days         RNCM                     • 1 assessment annually
                             180 days                                                                                 days
          Assessments                         • Completed      • 1 assessment annually      by GSSC or CHW
                           • Completed                                                                              • Completed by
                                                by GSSC or       by GSSC or CHW             (select members)
                             by GSSC                                                                                  CCP
                                                CHW            • Annual visit w/RNCM      • Annual visit w/RNCM
                                                                 required                   required

          MDS                                                                                                       SNF responsible
                                     No MDS-HC                              MCH-HC Submitted Annually
          Requirement                                                                                                for MDS 3.0

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            PCP Contact Guidelines
            At minimum…
                  •       Initial and annual ICP mailed to PCP
                  •       Notification of transitions of care
                  •       Notification of changes in functional status
                  •       Care Manager initiation of telephonic contact by the PCP
                          in developing the plan of care and to coordinate care (no
                          less than annually)

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Tufts Health Plan Senior Care Options
                                                          Model of Care Overview

          Disease Management Programs
          The Disease Management Programs focus on five diseases:
             •   Diabetes
             •   Depression
             •   Dementia
             •   Chronic Obstructive Pulmonary Disease
             •   Congestive Heart Failure
          The program includes the provision of educational materials, disease-
          specific assessments, and member coaching and referrals to specialty
          programs, as needed.

          * Reminder: Chronic Care Improvement Program on COPD and Depression

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          SCO Care Transitions
          Admission and Discharge

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Tufts Health Plan Senior Care Options
                                                                      Model of Care Overview

          Use of clinical practice guidelines and care transition protocols
          THP endorses existing evidenced-based guidelines and distributes them to plan
          providers via the provider website, Provider Newsletter and provider training,
          including:
              1. Preventive health guidelines, involving screening for disease
              2. Clinical practice guidelines, outlining a recommended treatment path or use
                 of ancillary services
          THP's clinical practice and preventive health guidelines are designed to support
          preventive health, behavioral health, acute disease treatment protocols and/or
          chronic disease management programs.
          THP standard guidelines and practice protocols are customized for the geriatric
          population.
          The Care Management Team receives alerts and reminders for individual
          beneficiaries if there are gaps in care per the guidelines.
          Providers are expected to maintain continuity of care during transitions.

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          Who’s who in Transitions of Care (TOC)
                  Clinical Administrative Staff – Office-based Care
                     Coordinators and Admins supporting field-based staff

                         Care Manager (CM) – GSSC, BHCM or RNCM supporting
                           members residing in the community

                                 Clinical Nurse Liaison (CNL) – THP Senior Products RN
                                    embedded within an inpatient facility

                                        Community Care Partner (CCP) – THP Senior Products
                                          RN embedded within a long-term care facility

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Tufts Health Plan Senior Care Options
                                                                   Model of Care Overview

          Planned TOC – Before
          Clinical Administrative Staff:
           •   Tasks the assigned Care Manager via CaseTrakker to advise of the
               upcoming admission
           •   Calls the inpatient facility on the scheduled admission date to confirm the
               member has been admitted
           •   If the admission was rescheduled or cancelled, updates CaseTrakker to
               reflect the change, including a new admission date (if applicable)
          Care Manager:
           •   Reaches out to the member and/or caregiver as their main point of contact
               and support during this transition

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          Planned/Unplanned TOC – During Intake/Stay
          Clinical Administrative Staff:
           •   Requests clinical information from the facility
           •   Ensures that the facility has the member’s PCP contact information, and
               requests they make contact
           •   For unplanned admissions: Sends information about the member’s ICP to
               the facility
          Care Manager:
           •   Contacts the member’s caregiver within 1 business day of admission to
               discuss the care transition process, confirm changes to the member’s
               status, and offer support as a single point of contact during the transition
           •   Notifies HCBS providers to suspend services during admission

            For mental health/substance abuse admissions:
          The BHCM or a member of the BH Utilization Management
                (UM) team will work directly with
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                                                  the facility

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Tufts Health Plan Senior Care Options
                                                                  Model of Care Overview

          Planned/Unplanned TOC – During Intake/Stay
          Clinical Nurse Liaison:
           •   Monitors progress during the inpatient stay, both with the member and the
               facility
           •   Collaborates with the CM for discharge coordination if the member is
               expected to return to the community, or with the CCP if the member is
               expected to discharge to a long-term care facility, beginning to plan at the
               time of admission
           •   Confirms the facility has been in
               contact with the member’s PCP and
               facilitates information sharing
           •   Updates Inpatient Stay in
               CaseTrakker regularly during
               admission

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          TOC – Discharging to Community
          Clinical Nurse Liaison:
           •   Updates CTD with discharge date, which triggers PHA-2 to be assigned to
               Primary Owner (CM)
           •   Obtains Discharge Summary, if available, and sends to PCP
                 •   If not available, Tasks Clinical Administrative Staff
          Care Manager:
           •   Communicates discharge plan with member and/or caregiver
           •   Reviews and updates the ICP
           •   Arranges for HCBS to resume, and orders new services as needed
           •   Convenes ICT/PCT meeting, if needed, and documents notes and follow-up
               in CaseTrakker
           •   Shares ICP with the Home Care Agency, if applicable, and ensures they
               receive Discharge Summary from the facility
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Tufts Health Plan Senior Care Options
                                                                         Model of Care Overview

          TOC – Discharging to Community
          Care Manager:
           •    Completes PHA-2 with member and/or caregiver to:
                  •   Assess member’s health status and update ICP
                  •   Ensures that PCP/Specialist follow-up appointment is scheduled, and assist with
                      scheduling if it is not
                  •   If member is at high risk for readmission: Communicates with PCP; Create
                      action plan/crisis plan with member/caregiver; Update ICP accordingly; Consider
                      referral to clinical programs/NP
           •    Completes or assigns the PHA-7 to be completed with member/caregiver
                to:
                  •   Reassess member’s health status and update ICP
                  •   Ensure that PCP/Specialist follow-up appointment is scheduled or completed,
                      and assist with scheduling if it is not
                  •   Ensure all member’s needs are being adequately met
                  •   Complete medication review and reconciliation
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          TOC – Discharging to Custodial Nursing
          Clinical Nurse Liaison:
            •   Updates CaseTrakker with discharge information from inpatient facility
            •   Communicates with PCP/CCP and updates ICP
          Continuing Care Partner:
            •   Coordinates with the CNL/custodial nursing facility about member’s health
                status, risk for admission and care plan on an ongoing basis
            •   Continues to outreach to member and/or custodial nursing facility for
                ongoing assessments and ICP updates
          Care Manager:
            •   Reaches out to the member and/or caregiver as their main point of contact
                and support during this transition

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Reviewed January 6, 2021                                                                                24
Tufts Health Plan Senior Care Options
                                                                Model of Care Overview

          SCO Primary Care Team
          Roles and Responsibilities

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          Care coordination
          Staff supporting the program, including care management roles
          and responsibilities:
             •   Clinical Manager                    •   Geriatric Support Services
             •   Assessment Nurse                        Coordinator
             •   Nurse Care Manager                  •   Community Health Worker
             •   Nurse Practitioner                  •   Care Coordinator
             •   24/7 On-Call Nurse                  •   Clinical Administrative Staff
                 Practitioner                        •   Clinical Pharmacist or
             •   Behavioral Health Clinician             Pharmacy Technician
                                                     •   Dementia Consultant

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Tufts Health Plan Senior Care Options
                                                             Model of Care Overview

          Assessment Nurse
          A registered nurse who conducts initial assessments:
            •   Identifies the clinical, behavioral and social needs of the member
            •   Develops initial Service Plan and Care Plan for new members
                based on assessment results
            •   Initial assessments must be done face to face*

          * During normal operating times
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          Clinical Manager
          Responsible for:
            •   Oversight and monitoring of care management functions and
                delivery of metrics to ensure adherence to clinical quality,
                compliance metrics and care model delivery
            •   Direct oversight and responsibility of RNCMs and/or Clinical
                Consultant team
            •   Oversight of the clinical performance of the Aging Service Access
                Points (ASAPs)
            •   Acts as a clinical consultant to the field-based Care Managers and
                Supervisors on individual cases
            •   Identifies additional opportunities for growth and development of
                the Clinical Team
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Reviewed January 6, 2021                                                               26
Tufts Health Plan Senior Care Options
                                                                     Model of Care Overview

          RN Care Manager (RNCM)
          Healthcare Professional (RN) responsible for managing care
          for members with complex care needs:
           •   Completes initial assessments for community members as needed
           •   Secondary Care Manager for Level 3 members, conducting annual
               assessments and assessments for change in condition
           •   Ongoing assessments for Level 4 members, including:
                 • Development and implementation of Individualized Care Plan (ICP or Care Plan)
                 • Key player in ICT/PCT meetings
                 • Initiates HCBS in collaboration with GSSC
                 • Care coordination and planning in collaboration with PCP
                 • Post-hospitalization Assessments (PHAs) and follow-through
                 • Disease Management Program assignment and implementation
           •   MDS-HC completion annually for Level 3 and 4 members
           •   Resource and support for BHCM, GSSC, CHW and CC staff
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          Nurse Practitioner
          Licensed Nurse Practitioner (NP) serving as a consultant for
          high-risk members and those with complex conditions:
           •   Consult to ICT/PCT for all members, regardless of Level, regarding medical
               conditions
           •   Acts a resource for the clinical teams as it relates to chronic and complex
               patient management with advanced level insight and support with regards
               to high chronic disease burden, decline in functional status, progressive
               disease trajectories and goals of care discussions and planning
           •   Support and enhance the overall plan of care for our members that are
               member centric and intervention based through all transitions of care
           •   Conduct annual comprehensive exams that help build the foundation for
               short and long term care needs and establish those relationships needed
               to promote health promotion and wellness

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Reviewed January 6, 2021                                                                           27
Tufts Health Plan Senior Care Options
                                                                                   Model of Care Overview

          Advanced Practice Nurse (APN) Clinical Care Delivery Program
          Members will continue to be            • High risk acute inpatient admission
                                                    • Required ICU stay while in the hospital
          managed by an RNCM, with an               • Hospital stay > 7 days
                                                    • Poor prognosis
          additional support system              • High risk hospital discharge / High risk SNF discharge
                                                    • Required ICU stay while in the hospital
          comprised of an interdisciplinary         • Hospital stay > 7 days
                                                    • Recommended skilled stay but discharged home
          team of clinicians and specialists     • Significant decline and functional limitations as a result of
                                                   medical
          that focus on advanced illness            • New CAD/MI with poor EF/endurance, new CVA with deficits, progressive
                                                      dementia with indications of FTT requiring more and more care, etc.
          management with additional             • High Re-Admission rate as identified on re-admission reports
                                                    • High Re-Admission rate (> 2 in the past 2 months)
          attention to progressive disease          • In patient stay / not observation stays
                                                 • Multiple ED visits
          trajectories and complicating social      • Medication reconciliation revealed concerning medication regimen

          determinants.                          • Alignment of progressive disease trajectories lacking with
                                                   associated poor prognosis
                                                 • Frail elder w/ multiple co-morbidities and in need of complex
          The APN will support the clinical        medical management
                                                    • New diagnosis of CAD w/ renal issues, diabetic on insulin with new renal
          teams at any time additional input          failure and dialysis, etc.
                                                 • Significant decline and functional limitations as a result of new
          is sought and when the member            and or end stage medical conditions
                                                    • New CAD/MI with poor EF/endurance, new CVA with deficits, progressive
          meets higher risk criteria.                 dementia with indications of FTT requiring more and more care, etc.

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           24-hour on-call nurse
          Per EOHHS, SCO is required to provide members with 24/7
          access to a clinical professional, which we do through our toll-
          free Customer Relations line.
            •   Customer Relations will answer M-F between 8am-8pm, and will contact
                the member’s CM if necessary
                  •   Members may also reach out to their CM or Care Coordinator
                      directly during regular business hours (8am-5pm)
            •   After 8pm, members reach a recording where they can leave a message
                for Customer Relations, or press 1 for urgent medical issues
            •   Senior Products NPs have a weekly rotation for after-hours calls
                  •   Calls are documented in CaseTrakker, and follow-up Tasks assigned
                      as needed

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Reviewed January 6, 2021                                                                                                         28
Tufts Health Plan Senior Care Options
                                                                                Model of Care Overview

          Behavioral Health Care Managers (BHCM)
          Behavioral Health Clinicians providing support and care management
          for members with behavioral health needs:
             •   Assist with early identification and intervention of behavioral health and
                 substance abuse needs
             •   Serve as Care Manager for Level 3 members rated with Alzheimer’s
                 Dementia/Chronic Mental Illness (AD/CMI)
             •   Collaborate with RN Care Manager on coordination of care with
                 Department of Mental Health as needed
             •   Assist with referrals to behavioral health providers
             •   Collaborate with ICT/PCT on coordination of care for members with serious
                 and persistent mental illness and substance use disorders
             •   With RN Care Manager, co-manage Level 4 members with behavioral
                 health conditions

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          Geriatric Support Services Coordinators (GSSC)
                         Community resource contracted through
                           Aging Services Access Point (ASAP)

                                                                                  Collaborates with RNCM
            Can serve as Care Manager
                                                    Coordinates Home and            and BHCM on care
           for Community Well members
                                                      Community-Based              coordination, ICP and
          and perform assessments for all
                                                       Services (HCBS)                  Plan of Care
                     members
                                                                                      implementation
          • Biannual telephonic assessments for
            Level 1 members
          • Biannual face-to-face assessments
            for Level 2 members                                                    Assists with Medicaid
          • Can perform one quarterly face-to-     Participates as needed for
                                                                                  (MassHealth) eligibility
            face assessment for Level 3 or Level       ICT/PCT meetings
            4 members
                                                                                           issues

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Reviewed January 6, 2021                                                                                     29
Tufts Health Plan Senior Care Options
                                                               Model of Care Overview

          Community Health Worker
          Additional community support for the member, assisting CMs
          in following up on member Care Plans:
           •   Serves as RNCM extender/support, particularly when GSSC assistance is
               not available, focusing on in-home work with members to implement Care
               Plan interventions as assigned by CMs
           •   Assists RNCM with completion of Care Plan Interventions for Complex
               members residing in the community requiring assistance with ADLs
           •   Works collaboratively with RNCM, ICT/PCT and providers to increase
               member knowledge, motivation and treatment through targeted
               interventions that address the member’s holistic needs from a
               psychosocial, medical and socioeconomic perspective
           •   Primary resource to support members experiencing loneliness/social
               isolation

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          Care Coordinators (CC)
          Member-facing office staff supporting field-based Care
          Managers:
           •   Responds to member phone calls and questions regarding HCBS
               and Durable Medical Equipment (DME)
           •   Calling provider offices for clinical information, including History &
               Physicals (H&Ps) and referral documentation
           •   Faxing clinical information to HCBS providers, including requests
               for services, member Care Plans and referrals
           •   Scheduling assessment visits on behalf of Care Managers and
               Nurse Practitioners
                • Schedulers supporting Care Managers are in the process of
                  being embedded within SCO Area Teams
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Reviewed January 6, 2021                                                                30
Tufts Health Plan Senior Care Options
                                                                       Model of Care Overview

          Clinical Administrative Staff
          Office staff supporting behind-the-scenes Care Management
          processes for all SCO staff:
           •   Coordinates intake process for new members
           •   Sends members in Disease Management Programs educational
               materials approved by EOHHS
           •   Creates Outpatient Events (OPEs) to authorize HCBS on behalf of
               Care Managers
           •   Supports Care Coordinators with administrative tasks
           •   May have additional projects/assignments as needed

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          Clinical Pharmacist & Pharmacy Technicians
          Clinical Pharmacist supervises a group of Pharmacy Techs,
          embedded in the ICT/PCT, to improve quality of care through:
           •   Care coordination
           •   Medication management programs
           •   Consultative services
           •   Quality initiatives
           •   Comprehensive medication management reviews to improve outcomes,
               reduce drug related problems and reduce admissions/readmissions
           •   Examples:
                 •   Advises member and ICT/PCT on the selection, dosages, interactions and side
                     effects of medications
                 •   May teach member how to administer medications
                 •   May perform medication reconciliation and review

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Reviewed January 6, 2021                                                                           31
Tufts Health Plan Senior Care Options
                                                                                Model of Care Overview

          Dementia Care Consultants
          The Dementia Care Consultant is a THP employee who sits at
          the Alzheimer's Association to support all THP
          members/caregivers by:
            •   Providing information to members and/or caregivers to develop a
                better understanding of their diagnosis and develop strategies for
                symptom management
            •   Screening members for changes in cognitive function and
                providing tools, education, support and care planning
            •   Coordinating care with Care Manager, family, PCP and other
                members of the ICT/PCT in short-term, focused interventions

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          Role of THP Customer Relations
          Customer Relations:
            • Acts as a enrollee service representative (ESR), working in an incoming call
                center environment
                •   Must have access to the CER (CaseTrakker)
                •   Conducts Welcome Calls                                                          ESR

                •   Assists members if they want to file an appeal or grievance
                •   Assists members with billing questions
                •   Assists members with benefit questions
                                                                                         Care
                •   Assists members with lost ID cards                                Coordinator
                                                                                                          Care Manager

                •   Connects with the Care Manager as needed

          Per EOHHS requirements, ESRs must be available during normal business hours
           on a daily basis, and must answer 90% of all calls within 20 seconds or less.

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Reviewed January 6, 2021                                                                                                 32
Tufts Health Plan Senior Care Options
                                                                                       Model of Care Overview

          Role of Tufts Health Plan Provider Relations
          Provider Relations: 800-279-9022
              • Serves as the main point of contact for provider inquiries
              • Addresses inquiries regarding covered benefits, claims and Explanations of
                 Payment (EOP)
              • Confirms member eligibility
              • Answers general and specific provider questions
          Provider Education: Provider_Education@tufts-health.com
              • Educates providers about products, policies and procedures and self-
                 service technology solutions.
              • Offers educational programs in the form of webcasts, webinars and onsite
                 meetings
                                               For self-service information and forms, visit the
                                                     Tufts Health Plan Provider website:
                                                    https://tuftshealthplan.com/provider
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                                                      RN Care
                                                      Manager

                               Primary
                                                                        BH Care
                                 Care
                                                                        Manager
                               Provider
            APN                                                                        Palliative
          SNF/LTC                                                                      Care APN
          Rounder

                                                  Member
                           Care                                            Community
                        Coordinator                                           APN

            Clinical                                                                   Dementia
          Pharmacist                                                                     Care
                                          Community
               &                                                                       Consultant
                                            Health              GSSC
          Technicians
                                            Worker

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Reviewed January 6, 2021                                                                                   33
Tufts Health Plan Senior Care Options
                                                                                          Model of Care Overview

          Individualized Plan of Care (IPC) Process
                                                                                               Initial assessment and IPC
                                     Member assessed by                                          completed by RNCM or
                                      ICT/PCT Member                                          Onboarding Nurse to ensure
                                                                                                member is assigned the
                                                                                                  correct Level and CM
                                                                     Problems identified by
              IPC Letter sent to                                        assessment are
              member and PCP                                            discussed with           Initial IPC completed on
                                                                       member/caregiver
                                                                                              carbon copy form and signed
                             ICP will include:
                                                                                                       during visit by
                               • Problem list reviewed at each visit                               member/authorized
                               • Short and long term goals that are                            representative; Annual IPCs
                                 measurable and member-centric                                   are mailed for signature
                               • Interventions assigned to PCT members                                  (with SASE)

              Services requested                                    IPC developed and
                                                                      reviewed with
             and put into place by                                member/caregiver using
                                                                                                Members are re-assessed
                   ICT/PCT                                               feedback             every 3-6 months (based on
                                                                                              Level), or with any change in
                                                                                                  member’s condition
                                      Member/Authorized
                                        Rep signs IPC

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          Questions?

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Reviewed January 6, 2021                                                                                                      34
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