VISN 2 Center for Integrated Healthcare (CIH)
The clinical resources section of the CIH website contains operational guidance, policies and procedures for primary care mental health integration programs as well as educational materials for patients and informational materials for mental and behavioral health providers who are working collaboratively within Patient Aligned Care Teams (PACTs). Please consider sharing these tools with the entire PACT. Both co-located, collaborative care providers and mental health care managers may find these tools helpful.
Operations, Policies and Procedures
This section contians sample documents that provide administrative, operational, policy and supervisory primary care mental health integration program guidance. It includes sample service agreements, policy statements, and general program operational guidance. Administrators and individuals overseeing program development, implementation, and evaluation may find this section extremely helpful.
- PCMHI Workload QuickGuide
- Co-located Collaborative Care Operations Manual
- Sample Policy: White River Junction Primary Care Mental Health Integration Program
- VISN 2 Primary Care-Behavioral Health Service Agreement
- VISN 2 Primary Care-Behavioral Health Svc Agreement - Appendix A
- VA PC-MHI Stop Code Guidance
- PC-MHI Functional Tool Version Version 1.0
- Functional Statement for a Psychologist in PC-MHI
- Functional Statement for a Nurse in PC-MHI
- Functional Statement for a Social Worker in BHL
- Sample Performance Plan for PC-MHI Supervisor
- Sample Performance Plan for PC-MHI CCC Behavioral Health Provider
CCC Practice Management Tools
This section contains resources to support co-located collaborative care (CCC) clinicians practice management techniques congruent with providing mental/behavioral health services in PACT. For example, this section contains strategies and tools to structure appointments within a 30-minute timeframe using a 5As framework. It also includes sample provider scripts and note templates that can assist providers to successfully function within the primary care setting.
- The 5 A's Structure
- Phases of a 30 Minute Appointment
- Shifting Phases of a 30 Minute Appointment
- Behavioral Health Providers Introductory Script
- Behavioral Health in Primary Care Pamphlet
- Co-located Collaborative Care Initial Interview Outline
- Co-located Collaborative Care Initial Consult Note Template
- Co-located Collaborative Care Follow-Up Interview Outline
- Co-located Collaborative Care Follow-Up Appointment Note Template
- Referral Barriers Questionnaire
- Overcoming Referral Barriers
- Why Refer? (for Primary Care Providers)
- Referral Tips for Primary Care Providers
- PCMHI Same Day Access Suggested Implementation Timeline
- PCMHI Same Day Access Options for Implementation
- PCL-5 in Mental Health Assistant
Patient Education Materials
This section contains informational handouts and self-management materials for patients. These include information about many of the patient problems that mental and behavioral health providers in PACT are like to encounter, e.g., problem drinking, anxiety, depression, etc. These materials are organized by specific content areas.ADHD
- Alcohol Effects and Safer Drinking Habits
- Changing Your Drinking Habits
- Guide to Low-Risk Drinking
- How to Prevent Alcohol-Related Problems-A Self Help Booklet
- Action Plan for Anxiety
- Coping with a Stressful Situation
- Panic Attacks
- Stress: Early Warning Signs
- Stress Fact Sheet
- The Stress Response & How It Can Affect You
- Your Physical Reaction to Stress: Patient Recording Sheet
- A1C Test: Patient Information
- Diabetes Management: Patient Information
- Diabetes Self Management Form for Patients
- Action Plan for Depression
- Antidepressant Medications
- Bereavement, Grief and Mourning
- Depression Spiral
- Tips for Recognizing and Managing Depression
- Using Antidepressant Medications Successfully
- Acute vs. Chronic Pain
- Chronic Pain Self Management
- Fibromyalgia Fact Sheet
- Five Steps for Managing Intense Pain Episodes
- Gate Control Theory of Pain
- Headaches: Information for Patients
- Monitoring Pain
- True or False? Common Pain Beliefs
- Understanding Chronic Pain
- Aging Veterans and PTSD
- Common Reactions to Trauma
- Anniversary Reactions
- Coping with PTSD & Recommended Lifestyle Changes
- Effects of Traumatic Experiences
- Frequently Asked Questions about PTSD
- Treatment for PTSD
- What is PTSD
- Help for Veterans with PTSD
- Managing Stress & Recovering from Trauma
- Mobile APP: PTSD Coach Download Information
- Women, Trauma and PTSD
- Abdominal Breathing
- Cue Prompted Relaxation
- Deep Breathing
- General Relaxation Exercises for Patients
- Progressive Muscle Relaxation
- Relaxation Fact Sheet
- Visualization Guided Imagery
- Insomnia Handout for Patients
- Restless Legs Syndrome Handout for Patients
- Sleep Apnea Handout for Patients
- Information for Using Nicotine Gum
- Information for Using Nicotine Lozenges
- Information for Using Nicotine Patch
- Information for Using Varenicline (Chantix)
- Information for Using Buproprion (Zyban)
- Quit Smoking Trifold
- Tobacco Use Cessation: How to Change
Provider Education Materials
This section contains educational materials intended for mental/behavioral health providers working in PACT. It includes information about effective strategies for providing mental and behavioral health services in PACT, both co-located collaborative care (CCC) and care management (CM) services. Included here are is information about various mental/behavioral health and medical conditions and associated evidence-based treatments tailored for the primary care setting. These materials have been vetted by content experts from the related professional disciplines.Foundations Training Manuals
- Addressing at-Risk Drinking in PC-Provider Trifold
- Assessing Alcohol Disorders in the Primary Care Setting
- AUDIT Test Manual
- Cirrhosis Information Sheet for BHPs
- Readiness Ruler
- Sample Script of a Simple Advice Session - Low Risk Drinking
- Sample Script of an Initial Brief Alcohol Counseling Session
- Breast Cancer Information Sheet for BHPs
- Cancer Treatment Information Sheet for BHPs
- Colorectal Cancer Information Sheet for BHPs
- Lung Cancer Information Sheet for BHPs
- Prostate Cancer Information Sheet for BHPs
- Club Drugs Information Sheet for BHPs
- Cocaine Information Sheet for BHPs
- Hallucinogens Information Sheet for BHPs
- Heroin Information Sheet for BHPs
- Inhalants Information Sheet for BHPs
- Marijuana Information Sheet for BHPs
- MDMA-Ecstacy Information Sheet for BHPs
- Methamphetamine Information Sheet for BHPs
- Prescription and OTC Medication Information Sheet for BHPs
- Stimulant and ADHD Medications Information Sheet for BHPs
- Diverticulosis Information Sheet for BHPs
- Hepatitis Information Sheet for BHPs
- Irritable Bowel Syndrome Information Sheet for BHPs
- Military Sexual Trauma Information Sheet for BHPs
- MST--A Primer on MST for Mental Health Clinicians
- MST-Documentation Handout
- MST-Top 10 Things All Healthcare Professionals Should Know
- MST-Top 10 Things All VA Employees Should Know
- Decision Making Worksheet
- Motivational Interviewing for Integrated Primary Care PowerPoint
- Motivational Interviewing for Health Behavior Change
- Stages of Change for BHPs
- Chronic Pain Information Sheet for BHPs
- Example Pain Management Treatment Agreement
- Headaches Information Sheet for BHPs
- Monitoring Pain
- Pain Diary
- Complex PTSD Information Sheet
- Epidemiology of PTSD Information Sheet
- PTSD: Implications for Primary Care
- PTSD Screening and Referral for Health Care Providers
- CBT for Insomnia Information Sheet
- Insomnia Information Sheet
- Types of Sleep Disorders Information Sheet
- Addressing Tobacco Use in PC- Provider Trifold
- Tobacco Use Cessation Brief Intervention Manual
- Tobacco Use Cessation CPRS Sample Progress Note Templates
Frequently Asked Questions (FAQ): Primary Care-Mental Health Integration
- What is a stop code and what stop codes do we use in PCMHI for our clinics?
- What CPT codes should I use in PCMHI?
- Can I code for team conference when I do curbside consultations with PCP providers in PACT?
- What stop codes and CPT codes do we use for e-consults in PCMHI?
- I do a lot of work that is not captured in CPT codes. Is there any guidance on how to have my productivity target reset to be appropriate for my work in PCMHI?
- What do the numerator and denominator stand for in PACT 15?
- I need to create functional statements and performance plans for our PCMHI providers. Are there any examples available?
- What dashboard tools are available to help care managers easily identify new patients on antidepressants that may be candidates for care management?
- Where can I find a listing of all the mental health data dashboards? I can’t seem to find everything
Policy Requirements in PCMHI
- Are mental health treatment coordinator assignments required in PCMHI?
- What types of treatment plans are required by Joint Commission for PCMHI?
- What are the requirements for Primary Care-Mental Health Integration?
- How is PCMHI Care Management different than PCMHI Co-Located Collaborative Care?
- I know we are supposed to have a service agreement for Primary Care and PCMHI. Where can I find an example?
Same Day Access in PCMHI
- Are the expectations for Same Day access only met through the Primary Care-Mental Health Integration clinic?
- Are PCMHI Care Managers able to complete the same day screening evaluation?
- How are Open Access PCMHI clinics structured?
- How is success in PCMHI same day access measured?
What is a stop code and what stop codes do we use in PCMHI for our clinics?
A: Stop Codes (formerly known as DSS Identifiers) are built into each clinic and identify workload for all outpatient encounters, inpatient appointments in outpatient clinics, and inpatient professional services. They are the single and critical designation by which VHA defines clinical work units for cost purposes. Stop Codes assist VA medical centers in defining workload to support patient care, resource allocation, performance measurement, quality management, and third party collections. They are a six-character descriptor composed of a primary stop code and a credit (secondary) stop code. Primary stop codes indicate the workgroup responsible for providing the specific set of clinic products while the Credit or secondary stop code further defines the primary workgroup, such as the type of services provided or the type of provider.
Additional information on Stop Codes can be found at VHA Directive 1731 Decision Support System Outpatient Identifiers.
To view stop codes to be used for PCMHI clinics, click here.
Further guidance and examples for stop code usage in PC-MHI programs are available here: PCMHI Stop Code Guidance.
What CPT codes should I use in PCMHI?
A: Mental health encounters provided by PC-MHI staff working within the discipline-specific Patient Aligned Care Team (PACT) are expected to be brief and problem focused. In some situations, longer visits are necessary.
To view a list of CPT codes for use in PCMHI, click here.
Please reference the PCMHI Workload QuickGuide in the Mental Health Business Operations SharePoint for the most updated guidance.
Can I code for team conference when I do curbside consultations with PCP providers in PACT?
A: No, unfortunately there are not CPT codes for brief curbside consultations with other providers in PACT. The team conference codes have very specific requirements for utilization and will rarely be used by PCMHI providers. These requirements are outlined below.
The 2013 American Medical Association (AMA) CPT Manual included three (3) new Team Conference codes for documenting team meetings with a minimum of three qualified health care professionals from different disciplines meeting for a minimum of 30 minutes. Two team meeting codes (99367, 99368) are available without the Veteran or collateral present, and one code (99366) is available for non-prescriber led team meetings with the Veteran. For Outpatient/Inpatient Team Conferences with Prescriber present and patient/ family present, the prescriber can create an encounter using the appropriate E&M code for the setting (99201-99215, 99241-99245, 99324-99337, 99341-99350) in conjunction with the appropriate Prolonged Service code (99354 or 99356) reflecting face-to-face patient contact beyond 30 minutes. Following the first hour of prolonged services, each additional 30 minutes of direct face-to-face patient contact may be reported by the respective CPT code (99355, 99357).
Clinical team conferences/case management can be captured as separate workload when the AMA criteria is met utilizing a Team Conference Clinic and Stop Code 673. The team conference codes include a time component and allow reporting only for conferences lasting 30 minutes or more. Team conference services of less than 30 minutes are not reported. Team conferences by physicians that involve both face-to-face and non-face-to-face time are reported using the appropriate E/M code. Team conference codes are not reported separately if reported using E/M codes.
When documenting a team conference with the Veteran present and face-to-face participation by three or more qualified health care professionals from different specialties or disciplines, the provider with the highest level of credentials should be listed as the Primary Provider. All other participants should be listed as Secondary Providers. If there are multiple providers with the same level of credential, the team can decide on whom to list as Primary Provider. Time spent discussing the patient must be documented as the patient must be discussed for at least 30 minutes to be a codeable event. All providers listed on the encounter will receive the workload credit. Each provider must enter documentation of their involvement in the team conference, either by addendum to the "parent" note or as a separate note linked to the one appointment.
Utilization of the Team Conference Codes requires that all reporting participants have performed face-to-face evaluations or treatment with the patient, independent of any team conference, within the previous 60 days.
What stop codes and CPT codes do we use for e-consults in PCMHI?
A: Stop codes for e-consults should be set up using 534 as the primary stop and 697 as the secondary stop. An additional CHAR4 code is also needed. E-Consult clinics need to be classified using a DSS CHAR4 code, which is assigned during clinic set up by your DSS site team. Below are the approved alpha codes to be utilized by mental health providers. Clinics must be set up utilizing the appropriate alpha code to assure EConsult workload is accurately captured.
National Four Character Code
Psychologist, Social Worker, Licensed Professional Counselor, Licensed Marriage and Family Therapist
Physicians, Psychiatrists and providers not identified in another category
Nurse Practitioner and Clinical Nurse Specialist
I do a lot of work that is not captured in CPT codes. Is there any guidance on how to have my productivity target reset to be appropriate for my work in PCMHI?
A: Not all important patient-specific work meets the VHA definition of a clinical Encounter or meets the established criteria for CPT coding. For example, some work, such as a Team Conferences without 3 different professions present, does not meet the definition necessary for CPT coding, but is still vital patient-specific work. To account for this critical clinical work, facilities can develop individualized wRVU targets, complete position-specific time-studies, and establish local workload expectations based upon the unique features of that position. There have been some national presentations providing guidance on setting individual provider productivity targets in general as well as specifically setting targets for PCMHI providers, which will likely be assistance to you in speaking with your supervisor about the need for setting an individualized target based on the specific context of working in PCMHI.
What do the numerator and denominator stand for in PACT 15?
A: PACT 15 is the percentage of primary care patients engaged in PCMHI. According to the Electronic Technical Manual,
Numerator: The total number of assigned primary care patients seen in primary care mental health integration (PCMHI) during the past 12 months for required divisions.
Denominator: The total number of assigned primary care patients (Team Assignments) at required divisions
To view the full definition from the technical manual, click here.
I need to create functional statements and performance plans for our PCMHI providers. Are there any examples available?
A: Yes, there are several examples on the CIH website here.
What dashboard tools are available to help care managers easily identify new patients on antidepressants that may be candidates for care management?
A: Care Managers may wish to use the MDD43h and MDD47h drill down tool to offer engagement in Care Management for those newly prescribed an antidepressant appropriate follow-up. This offers a listing of each patient, who prescribed the medication, the type of medication prescribed and when it was initiated, when the patient last refilled the medication, the number of refills left, and upcoming mental health and primary care appointments, as well as additional helpful information.
Where can I find a listing of all the mental health data dashboards? I can’t seem to find everything.
A: Nearly all relevant dashboards for mental health and PCMHI are available through the Program Evaluation Center (PEC) portal. The portal is organized by the following subsections: Mental Health Balanced Scorecard (contains SAIL, Mental Health Management System, and Mental Health Information System), Satisfaction, Care Continuity, Access, Staffing and Productivity, Prescribing Safety, Clinical Outcomes, and Specialty Programs. The PCMHI Dashboard and PCMHI Same Day Access Dashboard are hyperlinked under the Specialty Programs tab of the PEC Portal.
Policy Requirements in PCMHI
Are mental health treatment coordinator assignments required in PCMHI?
A: Mental health treatment coordinator (MHTC) assignments are not required in PCMHI. From the 2012 memo on MHTC identification, there is an attachment which specifically excludes the PCMHI stop codes.
What types of treatment plans are required by Joint Commission for PCMHI?
A: The PACT is responsible for the overall treatment plan of the patients seen in PC-MHI programs and the programs are surveyed under the ambulatory care standards. Within that treatment plan, the MH problem is identified. The PC-MHI providers are responsible for that portion of the overall plan but this does not require the comprehensive plan usually seen in specialty settings. It is brief and addresses the problem at hand. This plan may then be incorporated into the PACT treatment plan. This information is taken from the embedded newsletter article below. Additional information is available in the 2014 memo and its Attachment A.
PCMHI Treatment Plans and Joint Comission
What are the requirements for Primary Care-Mental Health Integration?
A: VHA Uniform Mental Health Services Handbook (1160.01) outlines that facilities must have embedded primary care-mental health integration providers (Co-located Collaborative Care [CCC]) and have PCMHI care management at all required primary care clinics (i.e., medical centers, very large CBOCs, and large CBOCs – clinics serving more than 5,000 patients per year).
How is PCMHI Care Management different than PCMHI Co-Located Collaborative Care?
A: PCMHI care management, along with co-located collaborative care, is to be available at VA medical centers, very large CBOCs, and large CBOCs must have integrated mental health services that operate in their primary care clinics. The PCMHI care management component can be based on the Behavioral Health Laboratory (BHL), the Translating Initiatives for Depression into Effective Solutions (TIDES) model, or other evidence-based strategies approved by the Office of Mental Health Services. It must include:
(a) Monitoring adherence to treatment, treatment outcomes, and medication side effects;
(b) Decision support; (c) Patient education and activation; and
(d) Assistance in referral to specialty mental health care programs, when needed.
I know we are supposed to have a service agreement for Primary Care and PCMHI. Where can I find an example?
A: There is an example available on the CIH website here along with its appendix. This presentation may also be of assistance to you as you work on developing one of your own.
Same Day Access in PCMHI
Are the expectations for Same Day access only met through the Primary Care-Mental Health Integration clinic?
A: Same day appointments can be completed in any appropriate Primary Care, specialty care, and mental health clinic, such as PCMHI, General Mental Health, Substance Use, etc. If PCMHI care management is to be utilized for same day access, the primary care provider must complete the initial evaluation screening to meet the in-person requirement.
Are PCMHI Care Managers able to complete the same day screening evaluation?
A: In order to fulfill the requirements of the November 25, 2014 Memo and current guidance, referrals from the PC to PCMHI should be conducted by CCC or PC providers. If referred directly to CM, PC must complete the initial screening evaluation.
How are Open Access PCMHI clinics structured?
A: Facilities can implement the PCMHI warm-hand off model that they believe works best for their facility, providers, and Veterans. Options include:
- Full Open Access: providers have completely open grids. Patients are seen on a first come, first serve basis. This model is often effective where this is more than one PCMHI provider available to cover the clinic.
- Alternating scheduled and unscheduled 30-minue appointments: Same day access is managed by alternating scheduled and unscheduled appointment slots. This is a model that may work well for sites with only one provider who is skilled in providing 30-minute appointments and can maintain fidelity to the PCMHI model.
- Access based upon clinic flow: PCMHI clinicians have clinic open appointment slots during peak clinic times allowing for a warm hand-off with the PCPs. Utilization of vitual providers during peak clinic times can be utilized to expand provider availability during times of increased need.
- Open Access Pager: for facilities with multiple providers, a provider can be assigned an open access schedule (e.g., ½ day rotation) allowing for unscheduled appointments and walk-ins. Typically, providers share a single pager, so that PACT members have a single number to call for an immediate warm hand-off.
- PCMHI Care Management: Some clinics have created same-day access to PCMHI care management services by providing either open/advanced access to the initial PCMHI care management baseline assessment in person within the PACT setting. In this model, it is critical that the PCP completes the required initial screening evaluation necessary for mental health referrals.
How is success in PCMHI same day access measured?
A: Success has clinical and administrative implications. Warm hand-offs are critical for patient engagement. The frequency of warm hand-offs is reflected in the metric PCMHI5, which is defined as the frequency of same-day PCMHI appointments which follow a PCP appointment. A facility's local performance on same day access to mental health within PCMHI by reviewing PCMHI5 data available here. Additionally, a new PCMHI5 dashboard is available to provide real-time updates on success (PC-MHI Same Day Access Dashboard).