MH/DD Program Site Review

South Peninsula Mental Health Association

 

Feb 16-19, 1999

Homer, Alaska

 

Site Review

Scot Wheat, Homer

Tim Hamilton, Homer

Brian Bennett, Homer

Wini Crosby, Kenai/Soldotna

Bea Dixon, Kenai

David VanCleve, Co-Facilitator

Carl Evertsbusch, Facilitator

 

 

Introduction

 

A review of the mental heath (MH) and developmental disability (DD) services offered by the South Peninsula Mental Health Association (SPMHA) in Homer, Alaska was conducted from February 16-19, 1999.  SPMHA offers MH services that include emergency and general adult services, outpatient counseling, community support, psychiatric services, intensive rehabilitation, treatment for seriously emotionally disturbed (SED) youth, parenting classes, vocational support, on-site assessment, job coaching, job development, case management and transportation, and DD services that include respite, care coordination, case management, foster care, transportation services, vocational support and core services.  This is the first review conducted of SPMHA using the Mental Health, Developmental Disability and Early Intervention Program Integrated Standards and Quality of Life Indicators.

 

To conduct this review, a team consisting of a facilitator, a co-facilitator, three community members and peer providers from both DD and MH, met for four days in Homer.  The team conducted interviews, reviewed two individual DD records and program and agency materials and interviewed 38 consumers and family members, program staff, Board members, community members, and related service providers.   Of those, (2 MH, 9 DD) were randomly selected consumers who receive services from SPMHA.

 

Interviews were in person at families’ homes, in the community, at the SPMHA’ offices, or by telephone.  The interviews lasted from 30 minutes to an hour and forty minutes. After gathering the information, the team members met to draft this report, which was presented to the staff on the final day of the visit.  This report is based on the Department of Health and Social Services combined Mental Health (MH), Developmental Disabilities (DD) and Early Intervention (EI) program standards.

 

Monitoring and reporting the quality of life and the quality of services for individuals and families makes an important contribution to the State of Alaska’s understanding of the effectiveness of program services and supports.  The review team’s findings and areas for improvement are reported below.  The report includes a review of the previous findings, an administrative review, areas of programmatic strength, specific services or procedures that need improvement, tables of personal satisfaction with quality of life and quality of services and a list of areas of excellence.

 

 

Program Response to Previous Review

 

During the previous review of the respite program, the review team made several recommendations.  Since then, the agency has taken the following actions:

·        Regarding the recommendation that PRIDE explore ways to include consumers on the CMHC Board of Directors, the Board expanded from seven to nine members, of which one is a mental health consumer representative. There is currently no DD representative on the Board, however, they are currently recruiting for a member who will represent the DD perspective. (1.3.2)

·        Regarding the recommendation that PRIDE consider new methods of soliciting consumer input into program planning, a dinner is currently offered as incentive for parent participation, but this has not resulted in a significant increase. (1.4.1, 1.5.1)

·        Regarding the recommendation that PRIDE consider bringing all language in agency documentation up to the standard demonstrated in the current grant application, this has been completed. (1.6.2)

·        Regarding the recommendation that PRIDE consider developing a way to involve consumers in the hiring of all staff, of the two hires that occurred during this period, one was done without and one was done with consumer input. Although there has been improvement in this area, this goal has still not been met. (2.2.1)

·        Regarding the recommendation that PRIDE consider developing voter education for the people it supports, this has been completed. (3.5.8)

·        Regarding the recommendation that PRIDE consider using a person centered planning process (futures planning, MAPS, PATHS) for developing your individual plans as a means of reducing the clinical tone of the plans, the program intends to implement this change in the near future.  (7.1.3)

·        Regarding the recommendation that PRIDE assure that all individual plans are current, this has been completed.  (7.1.5)

*Note: The items listed above are referenced to the previous DD program standards.


 

Areas of Excellence

 

Excellence is a measure used to denote exemplary practices that are models for services. SPMHA has achieved excellence in several areas of their operation and these are noted below: 

1.       Project PRIDE is highly regarded by the Homer community.  The review team received numerous citations of excellence from parents, other service professionals and providers.  Cited were the dedication and commitment of the Program Coordinator and the program staff.  Families reported a high level satisfaction with providers and the efforts that the staff make to honor their choices and provide timely service.  PRIDE continues to creatively apply limited resources they have in a highly efficient and effective manner.

            “It’s the best thing that ever happened in this town.” – a parent

2.      SPMHA staff are very dedicated and creative in their efforts to advocate for consumers.  Attending court appearances on off times, advocating at the Division level for additional services, arranging local radio appearances for MH consumers, encouraging exercise through the creation of trail maps and exploration, finding swimming partners and emphasizing health, safety and security in their collaboration with DFYS are some examples of this dedication.

3.      The improvement in psychiatric services has had a positive, community-wide impact.  The efforts of the visiting psychiatrist to improve services to consumers, to provide high quality inservices to Center and hospital staffs, to improve the liaison between primary MDs and Mental Health staff, to provide community training and information and that popularizes mental health services in the community are some of the benefits identified through interviews.  This is a good example of an excellent management decision to further the efforts of the local CMHC.

4.      SPMHA has excellent relations with key agencies in the community.  Several related service personnel reported to the team a very effective working relationship with the staff of the various programs at the Community Mental Health Center and Project PRIDE.  The Alaska State troopers, the local schools, the hospital, the Homer Police Department and the court system are a sample of the local agencies that are benefiting from their working relationship with the agency.  The agencies characterized the relationship as one of mutual reliance. 

It’s sure been great working with [the director] over the years.  Tenured folks are a great asset.  As long time residents we see one another in the community and working relationships are stable.”- related service professional

5.       SPMHA has a very proactive Board of Directors.  The Board is making a concerted effort to become more familiar with programs and services and the people who provide them through monthly staff presentations, visits to agency facilities and encouraging staff attendance at meetings.  The Board desires a stronger voice both locally and statewide.  There is interest for networking with other Boards of similar community mental health centers and a means of improving communication and increasing influence on statewide policy.  The Board is very interested in increasing consumer involvement in their business.  They are currently recruiting for another member who experiences a disability.   The Board sees a bright future for SPMHA, but recognizes it will take strong effort and community-wide support.  The present Board seems prepared to take on this challenge.

6.       The STEPS program in McNeil Canyon School is an excellent example of inclusive education for children with disabilities.  The STEPS program was made possible through a federal grant though Central Peninsula Counseling Center as a means to provide social skills and anger management training for school children on site.  McNeil Canyon School requested that the Children’s Program staff provide the curricula to entire classes, rather than exclusively to those children identified as experiencing SED.  This was accomplished while still providing the necessary individualized services to the identified children.  The Program’s responsiveness to the request for this innovative approach is a good example of creative management.

 

 

Administrative and Personnel Standards Narrative

 

SPMHA is well known and well respected in the South Peninsula.  Current management has developed many new systems for improving the local service delivery infrastructure.  Relationships with other service entities has continually improved and has gradually produced a higher profile within these services.  However, the same service providers said that the community would enjoy even greater benefits if the CMHC increased its visibility.

 

The Board is strongly supportive of the director and has a high regard for the people who work at SPMHA.  They have taken an active interest in the current programs and are in the midst of strategic planning for the next three years.  The Board is currently evaluating the director. This evaluation was not available to the review team. However, the Board members stated they were very satisfied with the agency’s direction.  The CMHC continues to develop services in communities across the bay.  These communities have increasing needs for services and are very appreciative of the Center’s presence. 

 

The program enjoys a good relationship with the schools in the South Peninsula area, and this was confirmed in interviews with local school district personnel.  One product of this relationship is an increase in requests from the district for additional on-site services.  The program manager of the children’s services told the team that they have had to “creatively respond” to the additional requests from the schools, because of an inability to provide certain services without compromising certain regulations.  However, it is very clear from the both parties that there has been some very positive outcomes from this relationship.

 

Interviews with consumers and other community members indicate that SPMHA employs excellent staff.  Consumers reported that staff consistently go beyond what would normally be expected and are very thankful for the dedication displayed.  The CMHC experiences a high turnover in respite providers, case managers and Activity Therapists.  Homer has many qualified individuals, but it is difficult to retain these people for long term.  However, SPMHA has a good record for promoting within, providing hourly staff with scheduling flexibility and budgeting nearly $50,000 for staff training, which are examples of the high value management places on staff.

 

The providers of the Bay-Side Program serve as a prime example of staff members who in spite of limited resources find the inner strength to dedicate themselves fully to the mental well-being of fellow Alaskans far above and beyond the call of duty.

 

The respite providers are generally well qualified and have an excellent reputation with families. However, the program experiences steady turnover and feels frustrated with their lack of success in retaining providers.  One possible cause for this personnel drain was identified as the disparity in wages within the agency for positions requiring similar qualifications.  That, and an itinerant local population, prevent long-term relationships from developing between families and respite providers. As with many respite programs in the state, families advocate for additional respite hours for themselves and for those on the waitlist. 

 

The PRIDE Project is expanding its Medicaid HCB waivers and TEFRA options and Core Services.  The Project coordinator provides the care coordination for the waivers and assists families with their Core Services applications and plans

 

SPMHA has experienced stability at the management level.  INTerviews from both staff and other community members attibute much of this to the stabilizing influence of the current Director, both within the organization and in the community as a whole.As reported above, SPMHA has earned a reputation for excellent collaboration with related service professionals (See attached form for Related Service Agencies). 

            "I’m am real happy.  They are doing a good job.” – school principal

            “We can always count on them. The Center is our safety net” – family worker

            “We really appreciate Dr. Burgess’ presentations.”- school principal

            “I am extremely pleased with our relationship.”- family worker

            “They bend over backwards.” – social worker

Several staff expressed frustration with the “burden” of paperwork.  They feel that it does not add to the quality of services and uses valuable time and energy that could be better spent working directly with consumers.

 

SPMHA values consumer input into creating policy for the agency, but have limited success in attracting consistent participation.  The agency uses multiple approaches to gather input from families regarding their satisfaction with the services and the direction for the agency including an annual survey, case logs, provider reports, the Parent Advisory Group and regular conversations with families.  This information is used for self-evaluation and for making program decisions (e.g., parents voting to be able to stockpile their respite hours, parents requesting a Christmas shopping day, supporting inclusive childcare).

 

There were comments to the team regarding the individual fees for the summer program and the fee for parenting classes which prevent anyone who is not Medicaid eligible from availing themselves of these services.

 

The Board receives copies of a financial statement at the monthly meeting and reviews the budget at that time.  The difficulty with this process is that the ECHO software package does not have an ideal accounting module to meet state reporting requirements, therefore, a separate finance system has to be maintained to produce financial information. The Board President has worked closely with the financial staff and is very familiar with the accounting practices.  SPMHA recently received their annual fiscal audit, but it was not available for this review.  Copies of the previous year’s audit were reviewed by the team.

 

 

Quality of Life

 

This portion of the narrative refers to the Quality of Life Values and Outcome Indicators, as they relate to the two specific services offered by SPMHA.  The items listed below are those that the review team identified as strengths.  If the team concluded that any of the indicators warranted improvements, they are listed in the Areas Requiring Response Section.

 

Choice and Self-Determination

 

The following are indicators for Choice/Self-determination for families receiving services from PRIDE that were identified by the team:

Families :

·        have options from which to choose.

·        are comfortable with asking for changes in their services and report that their requests are honored.

·        Families choose which agency provider they want.

·        Families choose when respite is provided.

PRIDE staff:

·        are responsive to families’ requests.

·        respond quickly when families express dissatisfaction

 

The following are examples of statements families gave to the review team:

      “I’m blessed with two wonderful providers.”

      “Funds have been used creatively to satisfy my individual needs.”

      “_____ has grown leaps and bounds because of the respite program.”

      “I think he’s (provider) wonderful.”

      “I get two or three choices each time I call.”

 

The two families who have children with SED who were interviewed reported they were satisfied with the choices they were given regarding services for their child.

 

 

Dignity, Respect and Rights

 

The review team received feedback that described the comfortable relationships that the children who have SED have with their Activity Therapists.  The children are aware of these relationships and are making positive comments about their therapists.  This reflects a very good level of skill effectiveness.  Consumers identified one area they would like to see improvement is, because of the high turnover of staff, the transition period from one activity therapist to the next.

The following are indicators for Dignity, Respect and Rights for the team identified all families receiving services from SPMHA that:

The family:

·        understands their rights as consumers of services.

·        is respected and treated with dignity by service providers.

·        feel their privacy is protected and respected.

·        controls the flow of personal information.

 

PRIDE staff:     

·        show respect and high regard for the family.

·        respect family’s rights to privacy and protect confidentiality.

·        provide the family information regarding their rights.

 

The following are examples of statements received by the team:

      “My providers and staff are very respectful.”

      “Susan made me well aware of my rights.”

      “Except for one provider, I’ve always been treated with dignity and respect.”

      “One of ______’s biggest achievements is his new attitude that it’s OK to be different.”

       “We’re always treated with respect and our confidentiality is always protected.”

 

The two families who have children with SED who were interviewed reported they were treated with respect and dignity by the staff.

 

Health, Safety and Security

 

The following are indicators for Health, Safety and Security for families receiving services from PRIDE that:

The family:

·        receives services that promote the health, safety and well being of the child.

·        has access to needed medical and social services, including cost coverage.

·        The family knows their child is safe and secure with the respite providers.

·        SPMHA staff are knowledgeable of and provide respite in accordance to the child’s health care and personal safety needs.

 

The following are examples of statements received by the team:

      “I’m a nurse, and I always feel my daughter is safe and secure with her providers.”

      “PRIDE has helped me with some specialized funding for dental services for one of my foster sons.”

      “I trust my provider to keep ________ safe.”

 

Relationships

 

The following are indicators for Relationships for all families receiving services from PRIDE that were identified by the team:

The family:

·        has access to information about services that strengthen the family.

The families remain intact.

 

PRIDE staff:

·        develop trusting relationships with the family.

·        provide services that enhance, not replace, the family’s natural supports.

 

The following are examples of statements received by the team:

      “My son is more able to meet new friends.”

      “Respite has allowed us to talk about building our new home in peace without interruptions.”

  “Respite gives us time to be together.”

 

Community Participation

 

The following are indicators for Relationships for all families receiving services from PRIDE that were identified by the team:

The family

·        Family participates in community activities that add to their child’s personal growth and increased life satisfaction.

PRIDE staff

·        Assist the child and family to participate in inclusive community activities and services.

·        Provide the family information on community activities and supports.

 

The following are examples of statements received by the team:

      “Respite has allowed _________ to become more active (in the community).”

      “It would be nice to have more activities (in Homer).”

      “I’ve been able to testify in Juneau, take vacations and attend regular church services because  

       of respite.”

 

 

File Review Summary

 

The DMH/DD Quality Assurance Unit will present a separate report on the file review.

 

Comment on the treatment plans and implementation:

The Quality of Life community-based portion of the review team did not have access to treatment plans, as did the QA unit of DMH/DD.  However, interviews with program staff revealed some concerns with the plans and their application.  One instance was a CSP staff person describing a consumer’s treatment goals and objectives in overly general terms (e.g., ‘_____ will improve self-management skills.’) that were not measurable and objective.  In addition, the recording requirement was simply to note that he (the staff) had “worked on self-management skills”.  There was a lack of understanding of the need to report the current status of the treatment goals in ways that would indicate progress, or lack thereof.  It is important that treatment goals be written in a manner that clearly define what is expected of staff and requires recording whether or not there is a change in the individual’s behavior, and that staff are adequately trained to implement the plans.

 

 

Areas Requiring Response

 

The following recommendations were identified by the team as areas that need attention from the organization

1.      Assure that treatment goals are measurable and objective and that staff are trained to implement and evaluate progress towards these goals.

2.      Complete the revision of its mission statement to effectively focus the use of its diverse resources to empower the consumers of services and their families. (Admin Standard No. 1)

3.      There is no documentation of a systematic agency wide education and orientation about mission philosophy and values that promote understanding and commitment to consumer-centered services in daily operations. (Admin Standard No. 2)

4.      Employee records are incomplete.  Required documents are consistently missing from personnel files.  Could you include checklists that would remind record keeping employees of the absence of required documents are not evident in each employee record? (Admin Standard No. 4)

5.      SPMHA’s governing body should increase its membership to reflect a more diverse representation for all consumer groups.  (Admin Standard No. 6)

6.      There is no documentation that SPMHA actively solicits and carefully utilizes consumer and family input in agency policy setting and program delivery.  However, Project PRIDE does support a consumer advisory group and conducts annual satisfaciton surveys. (Admin Standard No. 12)

7.      SPMHA should continue its strategic planning to develop a shared vision, identify core competencies and prioritize goals.  Within this process, SPMHA could explore ways for staff and the consumers to provide mutual support toward a common mission.  Could SPMHA include even the most severely impaired or those they choose to represent them, which would demonstrate an exemplary effort at inclusiveness contribute to the effective use of scarce resources? (Admin Stan #s 13)

8.      SPMHA personnel records are consistently incomplete.  Many records show no evidence of thorough orientation, certificates documenting required training or training deficits, criminal background checks, oaths assuring adherence to expected standards of confidentiality.  (Admin Standard No. 19)

9.      SPMHA has no system for review and revision of all job descriptions.  (Admin Standard No. 20)

10.  SPMHA has and utilizes a procedure to incorporate consumer choice into the hiring, but, except for Project  PRIDE’s evaluatoin of respite providers, not the evaluation of direct service providers, and to ensure that special individualized services have been approved by the family or consumer.  (Admin Standard No. 22)

11.  No consistent documentation of criminal checks for case managers and coordinators.  (Admin Standard No. 24)

12.  SPMHA has no written plan to guide the timely orientation/training of staff that includes, as a minimum, agency policies and procedures program philosophy, confidentiality, reporting requirements (abuse, neglect, mistreatment laws), cultural diversity issues, and potential work related hazards associated with serving individuals with severe disabilities.  (Admin Standard No. 25)

13.  SPMHA has no policies and implemented procedures to facilitate the development of          non-paid relationships between consumers and other community members.  (Admin Standard No. 26)

14.  SPMHA’s evaluation system provides performance appraisal and feedback to the employees and an opportunity for employee feedback to the agency.  Employee records show that these appraisals are not consistently scheduled from year to year.  The most recent evaluation in evidence for one program coordinator is dated June, 1994 and for another program coordinator there is no record after 14 months in his/her current position.  Assure that all employees receive a timely evaluation and staff development plan. Plans should include goals and objectives for the period of appraisal and new or revised goals and objectives for the coming period.  (Admin Stan #s 28, 29, 31)

15.  Could the CMHC find ways for all eligible MH consumers to be given the opportunity to participate in special projects (summer camps, parenting classes) via the sliding fee scale and use of grant funds?

 

Consumer Satisfaction

 

Each consumer interviewed by the team was asked whether or not they were satisfied with the quality of their lives as they relate to each of the five Outcome areas and with the quality of the supports and services they receive from SPMHA.  The questions were taken from the Consumer Satisfaction section of the five Outcome areas, and the responses are presented according to type of service.  Some families receive more than one service from SPMHA, so for the purposes of this review, the response recorded is for the service the interviewer determined was “primary”.

 

MH

  Choice   N=2

  Dig&Res. N=2

  Hth,Saf,Sec N=2

  Relatns. N=2

  Com.Par. N=2

Outcome

Yes

Part.

No

Yes

No

Part.

Yes

No

Part.

Yes

No

Part.

Yes

No

Part.

Parent/guardian

2

 

 

1

1

 

2

 

 

1

 

1

1

 

1

Staff Performance

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Parent/guardian

2

 

 

2

 

 

2

 

 

1

 

1

2

 

 

 

DD

  Choice   N=2

  Dig&Res. N=2

  Hth,Saf,Sec N=2

  Relatns. N=2

  Com.Par. N=2

Outcome

Yes

Part.

No

Yes

No

Part.

Yes

No

Part.

Yes

No

Part.

Yes

No

Part.

Parent/guardian

9

 

 

8

 

1

9

 

 

6

 

3

6

1

 

Staff Performance

 

 

 

 

 

 

 

 

 

 

 

 

 

Na=1

 

Parent/guardian

9

 

 

8

 

1

7

 

2

8

 

1

8

Na=2

 

Note:  If the item is marked NA, then that will be entered in the No colunm.

 

The results from this survey demonstrate a high level of satisfaction with both the quality of the outcomes families are experiencing and the performance of the organization.  The small size of the sample of MH consumers compared to the number of service recipients the CMHC reports serving minimizes its value as an accurate measure of overall consumer satisfaction.  It may be helpful to explore, with DMH/DD and Northern Community Resources, why mental health consumers were not as well represented as other recipients of services.  Trust building opportunities that could enhance service delivery would possibly be revealed if this course of action could be pursued.  This could also be an opportunity to initiate a consumer driven exploration as a collaborative effort with MH service recipients in coequal roles.

 

The following are examples of statements the team received from consumers regarding their satisfaction with their quality of life and the quality of services.

“The program was so good.”

“What it did for us was say beyond what we expected.”

“Molly saved our lives.”

“I am very satisfied with the way PRIDE provides our respite.”

“Since they (SPMHA) have become involved, our lives have changed so much.”

“I didn’t really know what we were going to do.  Having our son in the program has made all the difference in the world.”

 

 

Public Comment

 

SPMHA scheduled separate two-hour public forums for public comment on developmental disabilities and mental health issues.  The meeting was announced on the local radio station and the local newspaper.  Four individuals at each forum provided comment to the review team.  Issues presented were:

DD

1.  Participants all gave positive comments on the services provided by the PRIDE program.

   “The folks at PRIDE are always working to meet our needs.”

   “I just want to say that the PRIDE program has really been great.”

2.    Participants all expressed a desire for more service options from the state for people living on the South Peninsula.

      “I would like to know what is available (at the state level) for services for ___________ (a person receiving DD services.).”

      “The person living with me will need more services next year, and they just aren’t there.”

MH

1.   One participant spoke of the “good working relationship between the hospital and the CMHC”, the fact that this had “not always been the case”. This person reported that “MH workers had been granted privileges at the hospital and that physicians now had access to psychiatric services”.  This person is also “impressed with the way the CMHC has worked closely with the local judicial system to develop systems for 72-hour holds for emergencies.”

2.      Two participants expressed concern over the qualifications of the staff at the Annex.  Upon further discussion, this concern was confined to specific selected staff. 

3.      One participant expressed concern for the “lack of sensitivity” of some Annex towards the people who frequent the program.  The suggestion was that staff have sensitivity training.

4.      One participant expressed a desire for transitional support when one no longer requires the level of support supplied at the Annex.  This comment was prefaced with the perception that this was a “system” issue that could be resolved through additional funding or restructuring at the local level.

5.      Three people commented on breaching of confidentiality.  The feeling was that staff talk about consumers at inappropriate times.

6.      Two participants encouraged the Center to increase their presence in the community.

      “If they (the Community Mental Health Center) would do more community outreach, things could be better.”

      “I think awareness and participation can always be improved upon.”

 

The forums were informative, and the team was appreciative of those who chose to share their comments.  The team encourages SPMHA to develop similar venues for consumers to express their views and to review their existing avenues for feedback to determine if there are ways they can be made more comfortable for consumers.  The emerging chapter of NAMI-AK is an encouraging sign that mental health advocates will develop a stronger voice for the South Peninsula.

 

 

Additional Comments

 

The review team expressed concern that the very limited sample of MH consumers who consented to be interviewed prevented them from acquiring an adequate picture or the quality of life of people receiving services and of the organization itself.  Interviewing consumers is the cornerstone of the community-based review and is essential for determining the quality of life of persons receiving services. The team recommends that DMH/DD and Northern Community Resources, in collaboration with Alaska’s providers of MH and DD services, develop a process for encouraging consumer participation in this process.

 

 

Conclusion

 

The team thanks the SPMHA staff for being their support during the site review.  Processes such as these can be disruptive and stressful, and we hope we did not excessively disrupt yours and the consumers’ lives.  The team would also like to thank SPMHA for their willingness to be one of the first programs to participate in a joint review using the new program standards. 

 

You will receive a finalized report of this review, an overview of the agency's compliance with the standards and a format for developing an action plan in response to items identified in the review.  SPMHA, in cooperation with DMH/DD, will be responsible for developing and implementing a plan addressing the issues noted in the Areas Requiring Response.

 

This review confirms that SPMHA meets or exceeds the basic guidelines of the DMH/DD and DPH EI/ILP Service Principles.  The team recognizes that all programs, regardless of how good they are, can always get better.  We trust the recommendations we have made will help you consider ways to improve your services. 

 

Once again, thank you for welcoming us into your house and allowing us the opportunity to evaluate your program.