Name: Date:
Implementing Primary Care Behavioral Health Services
Organizational Readiness Tool
Use a rating scale of 1 = low success and 5 = high success to assess your current level of success for resolving all issues within each of the 7 domains below. You can simply make a checkmark in the column corresponding to the skill rating that best describes your organization’s current success level.
Domain Issues
I. Political and
Organizational
Success Rating
( 1 = low; 5 = high )
1 2 3 4 5
1.
Insure senior level management ratifies strategic vision
2.
Involves key internal stakeholders (department heads, office managers)
3.
Involve internal “opinion leaders” (team leads, vocal supporters)
4.
Link with key external stakeholders (consumers,
CMHC’s, social service agencies, hospitals, CCOs, schools)
5.
Hold staff/section discussions to create “buy in” for change
6.
Address philosophical resistances to integration
7.
Provide “preparatory” workshops/training to increase understanding of integration initiative
8.
Identify teams/units most ready to change
9.
Involve skeptics in design and development process
Domain I total score: Add numbers associated with your checkmarks and divide by nine for average readiness rating. Any individual rating below 3 signifies a problem area.
1
1

Domain Issues Success Rating
( 1 = low; 5 = high )
1 2 3 4 5
II. Core Program
Philosophies
1.
Adopt a population based care philosophy
2.
Aim to create a seamless delivery system, high coordination
3.
Emphasize consistent services across teams, clinics and sites
4.
Develop both brief intervention and pathway services
5.
Support cultural competence among services & clinicians
6.
Base system of care in a well documented administrative process & structure
7.
Adopt an evidence based care approach to developing clinical services
8.
Develop a team-based sustainable clinical practice for BH and PC clinicians and other PCPCH team members
9.
Design a service that is feasible to implement & operate
10.
Embed integrated services in a team approach to healthcare
Domain II total score: Add numbers associated with your checkmarks and divide by 10 for average readiness rating. Any individual rating below 3 signifies a problem area.
2
2

Domain Issues Success Rating
( 1 = low; 5 = high )
III. Financing
Strategies
1.
Identify payment mechanism for BH providers
2.
Evaluate benefit design and change as needed
3.
Develop sustainable budget strategy
1 2
4.
Create mechanisms for collecting insurance revenues
5.
Identify methods for risk sharing with partners
6.
Develop agreements for distribution of cost savings
Domain III total score: Add numbers associated with your checkmarks
3 4 5 and divide by 6 for average readiness rating. Any individual rating below 3 signifies a problem area.
IV. Program Mission, 1.
Create a written “service
Scope & Tactics manual”
2.
Define scope of services
3.
Identify types of services provided
4.
Describe clinical and team role expectations
5.
Agree on the populations eligible to receive services
6.
Detail excluded services
7.
Generate triage and referral criteria for outside services
8.
Define linkage protocols for working with CCOs and/or other community resources
Domain IV total score: Add numbers associated with your checkmarks and divide by 8 for average readiness rating. Any individual rating below 3 signifies a problem area.
3
3

Domain Issues Success Rating
( 1 = low; 5 = high )
V. Administrative
Infrastructure
1.
Create a policies and procedures “service” manual
2.
Agree on reporting and supervisory relationships
3.
Address administrative staffing requirements
4.
Define charting and documentation requirements
5.
Develop a workable service capture and billing system
6.
Write core policies and procedures
1 2
7.
Develop recommended schedule templates
8.
Agree upon clinical staffing ratios
9.
Identify roles and responsibilities of different disciplines
Domain V total score: Add numbers associated with your checkmarks
3 4 5 and divide by 9 for average readiness rating. Any individual rating below three signifies a problem area.
VI. Staff Training 1.
Agree to necessity of skill based training for BH providers, PCCs, RNs and
CNAs
2.
Offer workshops and training sessions
3.
Use best practices approach to training targets
4.
Use services manual as key training tool
5.
Provide in vivo training and support using a local
“champion”
6.
Agree to make training and mentoring available over time
7.
Employ structured case discussions
Domain VI total score: Add numbers associated with your checkmarks and divide by 7 for average readiness rating. Any individual rating below 3 signifies a problem area.
4
4

Domain Issues Success Rating
( 1 = low; 5 = high )
VII. Performance
Indicators
1.
Describe costs and outcomes of integrated services
2.
Measure whether population care targets are met
3.
Assess consumer and provider satisfaction with integrated services
4.
Analyze program accessibility and penetration rates
5.
Describe the problems/service needs of patients and the degree of match with services received
6.
Develop practice profiles for individual clinicians and PC
1 2 teams
7.
Collect information at the level of clinicians, teams, sections and clinics
8.
Adopt performance indicators as a “core” management tool
Domain VII total score: Add numbers associated with your checkmarks and divide by 8 for average readiness rating. Any individual rating under 3 signifies a problem area.
3 4 5
5
5