Pathways to Integration C onfer ence Regist rat io n Bro c h ur e D ecemb er 3 - 5 , 2 0 1 4 Pre-Conference Day - December 2, 2014 P i neh ur st Re so rt , Pin ehu rst , NC Register online at www.nc-council.org Pathways to Integration Program at A Glance TUESDAY, DECEMBER 2 Pre-Conference Sessions 1:00 p.m. - 4:15 p.m. • Using Outcomes-Based Data for Improving Service Quality and Monitoring Across all Populations Co-Sponsored by Benchmarks • Ethics in 2014: an Overview • Governing the LME and the MCO in LME-MCO: Can We Successfully Integrate the Two? WEDNESDAY, DECEMBER 3 6:30 a.m. - 9:30 a.m. Breakfast - Hotel Dining Room Sponsored by Alexander Youth Network, Brynn Marr Hospital, Community Choices, Inc., Developmental Disabilities Resources, Inc. and Frye Regional Medical Center 7:30 a.m. Registration Opens 8:30 a.m. – 5:00 p.m. Exhibit Hall & Poster Session Opens 9:30 a.m. – 12:00 p.m. Opening Plenary Session: Finding a Strategic Path in an Era of Integrated Care Sponsored by GHA Autism Supports, Open Minds, Ingenuity Health, Recovery Innovations, Universal Mental Health Services, Inc., Southern Pharmacy Services and Aym Technologies, LLC 10:40 a.m. – 11:00 a.m. Session Break Sponsored by GHA Autism Supports, Ingenuity Health, Recovery Innovations, Universal Mental Health Services, Inc. and Southern Pharmacy Services 12:00 p.m. - 1:30 p.m. Lunch Sponsored by Millennium Laboratories, Thompson Child and Family Focus, ICAN Solutions, Barium Springs/Grandfather Home for Children, Vidant Health – Behavioral Health and CARF International 1:30 a.m. - 4:45 p.m. Concurrent Sessions • Launching Integrated Care within a Traditional Behavioral Health Agency • Alternative Provider Reimbursement Models in a Managed Care System • Integration Lessons and Practical Use of Virtual Care and Team Care • NC Law: Tips, Traps and Take Aways for Non-Lawyers • The Clubhouse Model: High Impact Outcomes & Cost Effective Solutions for LME-MCOs 2:30 p.m. – 3:30 p.m. Rotating Session Breaks Sponsored by GHA Autism Supports, Ingenuity Health, Recovery Innovations, Universal Mental Health Services, Inc. and Southern Pharmacy Services 6:00 p.m. – 7:00 p.m. CFAC Caucus Convened by Mental Health Consumers Organization Thank You to Platinum Sponsors Register online at www.nc-council.org 2 THURSDAY, DECEMBER 4 6:30 a.m. - 9:30 a.m. Breakfast - Hotel Dining Room Sponsored by Holly Hill Hospital, Lifespan Incorporated, Monarch, Old Vineyard Behavioral Health and The Echo Group 7:30 a.m. Registration Opens 9:00 a.m. – 5:00 p.m. Exhibits Open One-time Sessions 9:00 a.m. – 12:15 p.m. • Measuring Quality of Life for People with I/DD in a Managed Care Environment 1:30 – 4:45 p.m. • A Population Based Approach to Healthcare for People with I/DD: Improving Outcomes through Collaboration, Data and Outreach Repeat Sessions: 9:00 a.m. – 12:15 p.m. & 1:30 – 4:45 p.m. • Improving Behavioral Health Access and Care through Virtual Care Teams • Playing in the Sandbox: How Community Outreach Builds Better Castles of Care • The World of Analytics, What does it Really Mean? • Using Technology to Facilitate Primary Care Integration • Transitional Care Teams: Reducing Inpatient and Emergency Department Recidivism 10:30 a.m. – 11:30 a.m. Rotating Session Breaks Sponsored by GHA Autism Supports, Ingenuity Health, Recovery Innovations, Universal Mental Health Services, Inc. and Southern Pharmacy Services 12:15 p.m. –1:30 p.m. Lunch Sponsored by GHA Autism Supports, Open Minds, Ingenuity Health, Recovery Innovations, Universal Mental Health Services, Inc., Southern Pharmacy Services and Citizens Insurance Agency 2:30 p.m. – 3:30 p.m. Rotating Session Breaks Sponsored by GHA Autism Supports, Ingenuity Health, Recovery Innovations, Universal Mental Health Services, Inc. and Southern Pharmacy Services 5:30 p.m. – 6:45 p.m. Programs of Excellence Awards Reception Sponsored by Alexander Youth Network, AlphaCM, Brynn Marr Hospital, Community Choices, Inc., Cornerstone Treatment Facility, Inc., Premier Healthcare Services, Inc. and CTFP, Inc., Developmental Disabilities Resources, Inc., The Echo Group, Frye Regional Medical Center, GHA Autism Supports, Holly Hill Hospital, Ingenuity Health, Lifespan Incorporated, Monarch, Netsmart, Old Vineyard Behavioral Health, Open Minds, Qualifacts Systems, Inc., Recovery Innovations, Southern Pharmacy Services, Strategic Behavioral Center and Universal Mental Health Services, Inc. 8:30 p.m. – 12:00 a.m. DJ Dance Party FRIDAY, DECEMBER 5 6:30 a.m. - 9:30 a.m. Breakfast - Hotel Dining Room Sponsored by Netsmart, Qualifacts Systems, Inc., Strategic Behavioral Center, AlphaCM, and Cornerstone Treatment Facility, Inc., Premier Healthcare Services, Inc. and CTFP, Inc. 9:30 a.m. - 11:30 a.m. Closing Plenary Session: The New Health Age Sponsored by Millennium Laboratories, Thompson Child and Family Focus, ICAN Solutions, Barium Springs/ Grandfather Home for Children, Vidant Health – Behavioral Health and Citizens Insurance Agency 11:30 a.m. Door Prize Drawing 12:00 p.m. Adjourn Thank You to Silver Sponsors 3 Register online at www.nc-council.org NC Council Conference and Exhibition 2 December 3 - 5, 2014 Pre-Conference Sessions 2 December 2, 2014 Pathways to Integration Integrated care is a cornerstone of whole person care. But what exactly do we mean when we promote this concept, and what does it take to make integrated care happen? Contrary to some perspectives, “I find this conference to be one of the best to attend. The funding sources do not create or determine sessions are informative and it is a wonderful opportunity to care integration; rather it is the ability of network with other providers, vendors and behavioral and primary healthcare providers to work together. MCO representatives.” Public management for Medicaid MH/DD/SA services has -Jeanne Duncan, President, RHA Health Services, Inc. and opened the door to integrated care and provides the flexibility RHA Management Services, Inc. needed to support a system that can address consumer needs in a truly integrated way. As providers and funders take “This conference is always full of important and urgent advantage of the best methods and settings to work together, information and done with such class. I speak at about 30 whole person care will grow. This year's program, “Pathways conferences a year – and this is one of the best I see to Integration” offers all MH/DD/SA stakeholders—managers, every year.” providers, advocates, consumers and healthcare providers--the -Mike Mayer, Senior Partner, CRA opportunity to come together for informative discussions about care integration operations, the use of current and emerging technologies to support further integration, and how outcomes “Attending the NC Councils Pinehurst conference is can be utilized to assess and manage these efforts. Whether essential for anyone doing MH/DD/SAS related services North Carolina's leaders decide to make drastic changes to in NC.” Medicaid or not, treating the “whole person” IS the future of -Mike O'Connor, Director of National Referral Systems, care – DON'T MISS IT! New Hope Treatment Centers WHY ATTEND? WHAT ATTENDEES SAY… Anyone interested in the furthering health/behavioral healthcare delivery within NC’s public MH/DD/SA system. This includes: LME/MCO CEOs, directors, management staff, board members, providers & CABHA CEOs, Managers, Medical Directors, Clinical Directors, Quality Management staff, service coordinators, medical professionals, qualified professionals, state agency leaders, psychologists, psychiatrists, counselors, licensed clinicians, social workers, advocates, peer support staff, county commissioners, state and private hospital leaders, members of the General Assembly, CFACs members, consumers, family members, and others interested in these issues. WHO SHOULD ATTEND? Continuing Education Available This Conference is being Co-Sponsored by the Southern Regional AHEC Earn up to 13 Hours of Continuing Education Credits Substance Abuse - 13 hours of NAADAC Credit will be awarded to participants who attend 100% of the program. Southern Regional AHEC adheres to NAADAC Education Provider Guidelines Provider #843 Counselors and Social Workers – 13 contact hours. Southern Regional AHEC is an NBCC-Approved Continuing Education Provider (ACEP™) and a cosponsor of this event/program. (Southern Regional AHEC may award NBCC-approved clock hours for events or programs that meet NBCC requirements. The ACEP™ maintains responsibility for the content of this event. Contact hours for social workers are included in this program. Conference Materials Going Green All session handouts for the conference will be available on the Council's website two weeks prior to the event. An email will be sent to all registrants when presentations are available for download. Register Register online online at at www.nc-council.org www.nc-council.org 4 Pinehurst Attractions! Golf the U.S. Open Courses - at Significant Discounts! Conference attendees receive significant discounts on golfing the famous Pinehurst courses – site of both the U.S. Men's and Women's Opens in 2014! Take advantage of our group discount – pick your course: No. 1, 3 & 5 - $59 No. 4, 6, 7, 8 - $139 No. 2 - $339 Once your hotel reservation is made, you may call for a tee time at 1-855-287-1286. Wonderful Breakfast Buffet The crystal chandeliers, live piano music, made to order omelets and over 200 items to choose from, breakfast at Pinehurst is an event in itself. Attendees to the conference are afforded the full breakfast experience in the Carolina Hotel Dining Room. Breakfast is included for the following registrants: Full Registration (breakfast all 3 days) and 2 Day Registration (breakfast included for Wednesday & Thursday). Breakfast is not included for One Day Registrants. Guests will be asked to show a room key or badge to verify conference registration and accommodations at the Resort. 30% Off All Spa Treatments! Massages, Facials, Full Body-Treatments and more! You deserve to treat yourself. To see list of spa treatments go to www.pinehurst. com/spa/spa-programmes/. To make an appointment, call 800-487-4653 and press #4. Be sure to tell them you are with the “NC Council Conference” to get your 30% discount! Don't have time during the conference? Spa discounts apply three days before and after the conference! FREE MASSAGES Don't have time for the full spa treatment? The spa comes to you! Professional massage therapists stand ready to help relieve your tension and stress all day Wednesday and Thursday in the Exhibit Hall. FREE Massages for everyone thanks to our generous Sponsors: Alexander Youth Network, AlphaCM, Brynn Marr Hospital, Community Choices, Inc., Cornerstone Treatment Facility, Inc., Premier Healthcare Services, Inc. and CTFP, Inc., The Echo Group, Developmental Disabilities Resources, Inc., Frye Regional Medical Center, Holly Hill Hospital, Ingenuity Health, Lifespan Incorporated, Monarch, Innovative Solutions TO HELP MANAGE PATIENTS www.ingenuityhealth.com Netsmart, Old Vineyard Behavioral Health, Qualifacts Systems, Inc., with Serious Mental Illness Recovery Innovations, Southern Pharmacy Services, Strategic Behavioral Center, and Universal Mental Health Services, Inc. Ingenuity Health is a service of Ameritox Pinehurst Village - Christmas Tree Lighting Friday, December 5, 2014 4:00 p.m. – 7:00 p.m. Right after the conference, the countdown to Christmas begins in Pinehurst! What better way to celebrate than with the annual Christmas Lighting in the Village on Friday evening. Numerous performers will be on hand to provide music and entertainment. For more information, go to www.pinehurstbusinessguild.com. Genesis SM A Breakthrough in Monitoring Patients on Anti-Psychotic Medication Providing clarity in the midst of uncertainty Come see us at Table F4 Register online at www.nc-council.org 5 Pinehurst Hotel and Resort HOTEL Special Hotel Rates: Single Occupancy - $106 per person per night Double Occupancy - $54 per person per night Please use the enclosed Hotel Reservation Form to register for your room or call group reservations at 1-800-487-4653 press #1 for group reservations. Room Block Ends - November 3, 2014 after this date, rooms will no longer be blocked, but the room rate will still be in effect as long as space is still available. Extended Hotel Discount Rate – the discounted rate is good for 3 days before and after the conference. Driving Directions: Use the following address as your destination for the Pinehurst Hotel: 80 Carolina Vista Drive, Pinehurst, NC 28374 or go to www.pinehurst.com . Airport Shuttle: Call 1-800-487-4653 and press #7. Make reservation at least 48 hours prior to your arrival - fee for this service. Plan for a longer stay….all Conference Discounts on Golf, Spa and Hotel apply 3 Days Before & 3 Days After the Conference! To learn more about the beautiful Pinehurst Resort, go to www.pinehurst.com You’re Never Alone on the Road to Recovery! Our Mission is to create opportunities and environments that empower people to recover, to succeed in accomplishing their goals, and to reconnect to themselves, others, and meaning and purpose in life. Phone: 1-866-481-5361 www.recoveryinnovations.org Register online at www.nc-council.org 6 Pre-Conference Sessions Tuesday, December 2, 2014 Using Outcomes-Based Data for Improving Service Quality and Monitoring Across all Populations Co-Sponsored by CQL has worked for the past 20 years to develop and implement a holistic approach to quality measurement. Through this, data related to organizational performance and individual outcomes has been collected and utilized for quality improvement internationally. This presentation reviews: trends in outcome-based data over the past 20 years, a framework for using this data in setting organizational goals, use of these tools across populations in MH/DD/SA and aging, a cross walk of the CQL Toolkit with the new CMS regulatory framework for Home and Community Based Waiver Services and use of these quality metrics in managed care. Course Objectives: • Identify the current thinking at the national level about defining and measuring quality and the impact on clinical care • Discuss how a managed care entity defines and measures quality • Recognize how the state of New York is building quality measures into its managed long-term care pilot • Discuss a recent evaluation of quality measures in one state of their managed long term care services • Describe the importance of allowing all people who receive services and supports to define quality with outcome measures • Describe the crosswalk of the CQL Toolkit and the new CMS regulations 1:00 p.m. - 4:15 p.m. Ethics in 2014: An Overview As professionals, we often find ourselves in situations which “do not feel right.” Such concerns seem to be raised more often these days as the boundaries of confidentiality are challenged and reinterpreted. To make matters more complex, there are significant changes within the mental health field which raise profound ethical questions. This workshop will not simply review present ethical codes of behavior or provide simple answers to very complex questions. Rather, this workshop will review the dominant theories that lead to ethical discourse. In addition, a four stage process of ethical decision making which allows individuals to move beyond the specific situation and examine their own professional codes of behavior and personal values that impact their daily ethical decisions will be covered. Participants will review specific case examples as they embark on an internal journey of self-evaluation and definition. Course Objectives: • Discuss how personal values affect ethical decision-making • Recognize how treatment assumptions impact ethical decisions • Discuss the ethical issues associated with treatment • Identify the convergence of personal and professional values • Review the four stages of ethical decision-making Speakers: Cathy Ficker Terrill, CEO, the Council on Quality and Leadership Cherene Allen-Caraco, Quality Enhancement Specialist, the Council on Quality and Leadership Laura Fleming, Quality Enhancement Specialist, the Council on Quality and Leadership Register Register online online at at www.nc-council.org www.nc-council.org Speaker: Jeff Georgi, M.Div., MAH, LCAS, LPC, CGP, a sought after public speaker who has delivered over 800 presentations for a variety of local, state, and national groups Governing the LME and the MCO in LME-MCO: Can We Successfully Integrate the Two? As public entities, LME-MCOs must perform LME functions which sometimes go beyond traditional managed care functions and some are not supported by dedicated revenue. Yet, LMEMCOs also must perform managed care functions with the financial efficiency and clinical quality of private managed care organizations that operate unfettered from public laws and functions. While LME functions and MCO functions are sometimes compatible, at other times they can appear to be in conflict. Both sets of functions require on-going working relationships with community partners. Yet, these dual and increasingly complex roles can confuse courts and others who try to understand how to work with LME-MCOs. These sometimes conflicting roles can challenge not only the operations of LME-MCOs, but also the very vision and identity of the agency, as well as its working relationship with others. To govern effectively, board members and CFAC members must understand the dual and sometimes conflicting LME and MCO responsibilities, while focusing on the bottom-line financial survival of the agency and maintaining good relations with outside stakeholders. Course Objectives: • Review the dual roles of the LME-MCO • Discuss clinical services typically provided with a LME-MCO • Identify the value of the public role of the LME-MCO • Discuss essential governing responsibilities • Identify how to better convey who LMEMCOs are Speakers: David R. Swann, MA, LCAS, CCS, LPC, NCC, Senior Healthcare Integration Consultant, MTM Services, The National Council for Behavioral Healthcare Mark F. Botts, JD, Associate Professor, UNC School of Government Earn up to 3 Hours of Continuing Education Credits Substance Abuse - 3 hours of NAADAC Credit will be awarded to participants who attend 100% of the program. Southern Regional AHEC adheres to NAADAC Education Provider Guidelines Provider #843 Counselors and Social Workers – 3 contact hours. Southern Regional AHEC is an NBCC-Approved Continuing Education Provider (ACEP™) and a cosponsor of this event/program. (Southern Regional AHEC may award NBCC-approved clock hours for events or programs that meet NBCC requirements. The ACEP™ maintains responsibility for the content of this event. Contact hours for social workers are included in this program. 7 Wednesday, December 3, 2014 Opening Plenary 9:30 a.m. - 12:00 p.m. Finding a Strategic Path in an Era of Integrated Care Consumers want convenience. Payers want proof of costs savings and clinical quality. Research tells us that integrated Monica E. Oss care is the answer. But what does this mean for NC's Providers, Consumers and Managers? Join Monica E. Oss, Chief Executive Officer of OPEN MINDS, for this opening plenary on the challenges and opportunities of integrated care. This information-packed session will cover both the market drivers of integrated care, the organizational competencies required in this new environment, and the strategic considerations. Following Oss' presentation, Dave Richard, DHHS Deputy Secretary of Behavioral Health and Developmental Disabilities Services will report on the State's plans for care integration and Medicaid in the coming year. Course Objectives: • Explain the market drivers of integrated care • Identify the evolution of two strategic integrated care models -- integrated service delivery and integrated care coordination • Discuss how to preparing your organization and your team for integrated care • Discuss the strategic challenges of integrated care • Identify how to use data to document outcomes Speaker: Monica E. Oss, M.S., Chief Executive Officer and Senior Associate, is the founder of OPEN MINDS Opening Plenary is sponsored by GHA Autism Supports, Open Minds, Ingenuity Health, Recovery Innovations, Universal Mental Health Services, Inc., Southern Pharmacy Services and Aym Technologies, LLC Application for CME credit has been filed with the American Academy of Family Physicians. Determination of credit is pending. AAFP Prescribed credit is accepted by the American Medical Association as equivalent to AMA PRA Category 1 Credit™ toward the AMA Physician's Recognition Award. When applying for the AMA PRA, Prescribed credit earned must be reported as Prescribed credit, not as Category 1. Concurrent Sessions 1:30 p.m. - 4:45 p.m. Launching Integrated Care Alternative Provider within a Traditional Behavioral Reimbursement Models Health Agency in a Managed Care System This interactive panel and presentation is based on a behavioral health agency's journey planning and implementing integrated care. The processes of planning and launching integrated care in a traditional behavioral health agency, including nuts and bolts such as billing, paneling and credentialing, scheduling, staff training, and changing the corporate culture will also be covered. A description of State and national resources to assist providers in planning and providing integrated care will be covered, and the session will also include time for participants to identify possible challenges and strategies to plan and implement integrated care in their own agencies. Course Objectives: • Describe the history of integrated care • Identify at least 3 elements of integrated care • Describe how providing integrated care is consistent with SAMHSA's triple aim of -improving the health of those with SMI; enhancing the consumer's experience of care; and reducing/controlling the per capita cost of care • Identify the difference between the two major strategies for providing integrated care • Identify several options for collaborating with MCO's, foundations, and other potential funding agencies or stakeholders • Identify ways that MCO's can support and encourage provision of integrated care • Define several challenges and strategies related to setting up billing for integrated care within a behavioral health setting • Recognize several challenges and settings related to obtaining credentialing and insurance paneling for integrated care providers • Discuss how to promote changes to corporate culture • Describe at least three State and national resources to assist in development or implementation of integrated care Are there viable alternatives to reimbursing providers using a FeeFor-Service Model? The LME-MCOs now work within a capitated per Medicaid member, per month amount. They hold the risk of loss when service costs exceed their capitation revenues. Part of benefit of having an at-risk contract is a MCO's ability to set rates and use different provider payment methods. This session will cover innovative ways to structure payments to provider agencies that create incentives to strengthen clinical strategies. Conferees will be able to broaden their view on how funding can flow between the LMEMCO and providers and how this can improve the provider agency and service delivery. Course Objectives: • Identify the different provider reimbursement models, how they are structured and incentives incorporated into the model. New guidelines from DMA relating to different reimbursement models will be included. • Discuss how alternative reimbursement models can facilitate entire systems of care for the consumer • Explain the benefits of “pay for performance” reimbursement models and hear what other states have done in creating alternative methods of payment Speakers: Niels Eskelsen, Chief Business Officer, Partners Behavioral Health LME-MCO David Swann, Senior Healthcare Integration Consultant, MTM Services, The National Council for Behavioral Healthcare Speakers: John Waters, CEO, Catawba Valley Behavioral Healthcare Donald W. Mott, Chief Clinical Officer, Catawba Valley Behavioral Healthcare Lizette Villacorte, MD, Medical Director; Sharon Golden-Myers, Family Nurse Practitioner/ Integrated Care Practice Manager Cathy Hudgins, NC Center for Excellence in Integrated Care Paul Caldwell, Chief Community Relations Officer, Partners Behavioral Health Management Register online at www.nc-council.org 8 Wednesday, December 3, 2014 Concurrent Sessions 1:30 p.m. - 4:45 p.m. Integration Lessons and Practical Use of Virtual Care and Team Care Co-Sponsored by the NC Psychiatric Association NC Law: Tips, Traps and Take-Aways for Non-Lawyers The statewide advent of behavioral Medicaid and state-funded managed A team of providers from UNC Health Care will care has fundamentally changed describe efforts to integrate care within 3 distinct the traditional legal and clinical organizational and clinical scenarios. These include relationships between consumers and efforts to address physical health care needs of a their LME-MCO and providers in North population of adults with SPMI, implementing the Carolina. With integration a growing IMPACT model for depression care into a large goal, this change has the potential of adult medicine clinic that serves individuals with spreading to physical healthcare, as multiple chronic conditions, and integrating physical well. This session will briefly review health care into new clinical settings. In addition, the most recent statutory changes John Santopietro, M.D., Chief Clinical Officer for that align NC with federal Medicaid Behavioral Health, Carolinas Healthcare System, managed care requirements and will discuss his system's use of virtual technology then go deeper to provide attendees to bring psychiatry into hundreds of primary care practical knowledge about the offices. Virtual technology permits primary care legally required due processes for providers to consult with a psychiatrist via computer Medicaid and non-Medicaid recipients, teleconference, adding collegial support to primary providers and others -- grievances, care providers, and raising their awareness of appeals and general dispute resolution mental health issues while ensuring better patient options. A review of the various ways outcomes. to avoid disputes in the first place and to reduce the need for litigation Speakers: will also be covered. Attendees will John Santopietro, M.D., Chief Clinical Officer for receive pragmatic, legal-business tips Behavioral Health, Carolinas Healthcare System; and take-aways to use every day to Robin Reed, MD, MPH, Assistant Professor, Director ensure consumers are served while of Integrated Care, UNC Center for Excellence meeting or exceeding the standards. in Community Mental Health, UNC Department of Psychiatry; Network Psychiatrist, Community Course Objectives: Care of Wake and Johnston Counties; Rupal Yu, • Describe current managedMD, MPH, Family Medicine Provider, Piedmont care dispute resolution system Health Services; Adjunct Faculty, UNC Department structure, especially legally of Family Medicine; Lead Primary Care Provider, required due processes for clinical UNC Center for Excellence in Community Mental care of consumers, providers and Health; Diane Dolan-Soto, LCSW, MSW, Director other stakeholders of Counseling Program with UNC General Internal • Review specific, law-related Medicine Clinic; Amy Weil, MD, Associate Professor, processes, procedures and UNC Department of General Internal Medicine & contract terms used in managed Epidemiology, Associate Professor, Division of care Social Medicine; Shane Rau, MD, PhD, Assistant • Discuss mechanisms to avoid Professor, UNC Department of Psychiatry; disputes and reduce the need for Associate Medical Director, UNC STEP Community litigation Clinic; Gary Cuddeback, PhD, MSW, MPH, Assistant Professor, UNC School of Social Work; Research Speakers: Fellow, Cecil B. Sheps Center for Health Services Carol Hammett, JD, General Counsel, Research; Brian Sheitman, MD, Professor, UNC Alliance Behavioral Health Department of Psychiatry, Medical Director; Beat Steve Martin, JD, Partner at Mullins, Steiner, MD, MPH, Professor, UNC Department Nelson, Mullins, Riley & Scarborough, of Family Medicine; Associate Medical Director; LLP Medical Director, AccessCare Network of CCNC; and Nancy Paschall, JD, Partner at Barbara Eckstien, MD, MPH, Assistant Professor, Mullen, Holland & Cooper UNC Psychiatry; Physician Application for CME credit has been filed with the American Academy of Family Physicians. Determination of credit is pending. AAFP Prescribed credit is accepted by the American Medical Association as equivalent to AMA PRA Category 1 Credit™ toward the AMA Physician's Recognition Award. When applying for the AMA PRA, Prescribed credit earned must be reported as Prescribed credit, not as Category 1. Register online at www.nc-council.org 9 The Clubhouse Model: High Impact Outcomes and Cost Effective Solutions for LME-MCOs LME-MCOs are in need of successful and cost effective evidenced-based services for adults with SPMI that will reduce hospitalizations, provide quality alternatives and promote positive outcomes. Participants will learn about the Clubhouse Model, an underutilized part of the NC mental health service array. An increasing body of research, both quantitative and qualitative, provides evidence that the Clubhouse Model offers a successful, cost effective, replicable treatment option for individuals living with a severe mental illness. Different payment methods LME-MCOs can use to pay for the Clubhouse Program will also be discussed. Course Objectives: • Identify the Clubhouse Model and how a Clubhouse can be established • Recognize the need for Clubhouse Model programs based on positive qualitative and quantitative outcomes • Explain the importance of a Clubhouse in the NC service array • Identify and connect with resources for Clubhouse development and expansion • Describe Clubhouse International Accreditation and the value of this accreditation in quality assurance • Identify how to provide support for and expansion of the Clubhouse Model in NC • Explain how the North Carolina Clubhouse Coalition and Clubhouse International can be utilized for technical assistance Moderator: Craig Hummel, M.D., Medical Director for Cardinal Innovations Healthcare Solutions Speakers: Laurie Selz-Campbell, MSW, CPRP, Clinical Assistant Professor, UNC Chapel Hill School of Social Work Susie Deter, MSW, CRC, Faculty Member of the Clubhouse International, Executive Director, Threshold, Inc. Dr. Sue Estroff, Professor, School of Medicine, Adjunct Professor, Anthropology & Psychiatry, UNC Chapel Hill Department of Social Medicine Colleen McKay, Assistant Professor and Director, Program for Clubhouse Research, Department of Psychiatry, University of Massachusetts Medical School Matthew Cox, Member of Club Nova, Faculty of Clubhouse International Thursday, December 4, 2014 Morning Session 9:00 a.m. - 12:15 p.m. Measuring Quality of Life for People with I/DD in a Managed Care Environment A key design and operational feature of managed care is measuring the impact of providers of long-term services and supports on the quality of life for each individual using data driven methods. Managed care provides the opportunity to shift accountability and performance measurement process outcomes to data driven quality of life outcomes for people receiving long-term services. Focusing on organizational policy and practice to achieve personal outcomes in the area of health, safety, rights, and social capital makes a significant contribution to fiscal responsibility, public accountability and transparency. This session will emphasize that quality of life measures must provide a universal application and keep focused on the person's own definition of quality of life. Quality of life longitudinal data and the importance of trend analysis using data to shape policy will also be discussed. Course Objectives: • Recognize a key design and operational feature of managed care – using individual and aggregate data to measure the impact of the providers on the quality of life for each individual • Identify the importance of focusing on organizational policy and practice and personal outcomes in the area of health, safety, rights, and social capital, in order to make a significant contribution to public accountability and transparency • Discuss data on quality of life from the perspective of a managed care organization, a provider, and 20 years of national data and learn the importance of trend analysis and utilizing data to shape policy Speakers: Andrea Misenheimer, Director of Regulatory Affairs Cardinal Innovations Healthcare Solutions Peggy Terhune, Ph.D., MBA, CEO of Monarch Cathy Ficker Terrill, MS CEO of the Council on Quality and Leadership Mental and Behavioral Health Needs? We’ve Got You Covered. Afternoon Session 1:30 p.m. - 4:45 p.m A Population Based Approach to Healthcare for the People with I/DD: Improving Outcomes through Collaboration, Data and Outreach Although there is considerable variation in the national healthcare movement related to Medicaid reform and integrated care, one constant is a focus on achieving the triple aim of satisfaction with care, improving the health of populations, and reducing per person health care costs. The health needs of the I/DD population are often overlooked or misunderstood and individuals with cooccurring I/DD, chronic diseases and behavioral health needs present unique challenges. What is needed is a system that cares for the whole person, promotes shared decision-making between MCOs, providers, individuals and families, and achieves outcomes that matter to the person, family, provider, and system. The specialized expertise of the MCOs, I/DD providers, and CCNC networks present a unique opportunity for supporting integrated models of care. This session will provide information on current partnerships, activities, and strategies that are using innovation to address the health care needs of this population and achieve valued outcomes. Why Choose Southern Pharmacy? Specialized packaging for mental and behavioral health clients: improves accuracy & compliance Pharmacy support available 24 hours a day, 365 days a year Medical Records Management Continuing education for facility staff including online courses All routine medications sent monthly to eliminate reordering Psychotropic drug review performed by in-house pharmacist Customized reports to improve compliance Delivery drivers are Southern Pharmacy Employees Locally Operated Pharmacy, proudly serving North Carolina & Virginia Course Objectives • Discuss the unique patterns of health care conditions experienced by the I/DD population • Recognize an appreciation for use of population health data analytics methods and tools for identifying underlying healthcare gaps and needs in the I/DD population • Identify strategies that balance individual care management and population level care coordination to reduce preventable costs and improve health outcomes • Discuss approaches to providing care and supports that are tailored to needs of the individual and family and coordinate care across multiple sectors Speakers: Brian King, MD, Professor, University of Washington, Director of Child and Adolescent Psychiatry, Seattle Children's Hospital, Program Director, Seattle Children's Autism Center; Carol Clayton, PhD, CEO, Care Management Technologies; Dr. Steve Crane, MD, Assistant Division Director, MAHEC Henderson Family Health Center; Sam Hedrick, President, RHA Howell; Jill Hinton, Clinical Director, Easter Seals UCP; Karen Luken, Disability and Health, Easter Seals UCP; Rose Burnette, I/DD Clinical Director, East Carolina Behavioral Health; Register online at www.nc-council.org Christina Carter, COO Smoky Mountain Center 10 Thursday, December 4, 2014 Repeat Sessions 9:00 a.m. to 12:15 p.m. & 1:30 p.m. to 4:45 p.m. Improving Behavioral Health Access and Care through Virtual Care Teams In NC, as in other states, there is concern about patients presenting to the emergency room seeking behavioral health treatment. Through innovation and the use of technology, the Carolinas HealthCare System Behavioral Health Service is using virtual care teams to facilitate and support the care of behavioral health patients across a variety of medical settings. These newly piloted programs are among the first of their kind in NC. Multi-faceted virtual care teams are partnering with providers in primary care, acute care emergency departments, and inpatient medical units to provide a full continuum of care to patients needing treatment to address behavioral health issues. This presentation will highlight how a focus on early identification and appropriate treatment across the care continuum can lead to improvements in clinical outcomes and reductions in cost such as medication expenses and ED visits which benefits patients, health care providers, and MCO's. Course Objectives: • Identify the clinical best practices in the evaluation, management, and treatment for behavioral health consumers through virtual care teams • Describe the importance of partnering with primary care and acute care providers to improve access and care for behavioral health consumers • Identify hurdles involved in providing virtual care in traditional medical environments • Identify the appropriate outcome measures to predict success or failure • Explain how to leverage the unique skill set of specialized virtual care teams to optimize patient access and outcomes Speakers: John Santopietro, MD, FAPA, Chief Clinical Officer for Behavioral Health Services, Carolinas HealthCare System, Wayne Sparks, MD, Medical Director, Telepsychiatry, Assistant Medical Director, Psychiatric Emergency Services, Dr. John Santopietro Carolinas HealthCare System (CHS); Manuel Castro, MD, Medical Director, Behavioral Health Integration, Assistant Medical Director, Outpatient Medication Services, CHS; Erica Todd, LPC, Assistant Vice President, Behavioral Health Access, CHS; Christine Zazzaro, LPC, Director, Behavioral Health Access, CHS; Melissa Candela, LCSW, Program Coordinator, Behavioral Health Integration, CHS Playing in the Sandbox: How Community Outreach Builds Better Castles of Care At times, as providers in the treatment of a consumer we can forget how important a consumer's community can be to their recovery. Involving, coordinating and effectively communicating with community partners can make a major difference in treatment success and in the response to people in crisis. This session will explore who the community includes, resources available and possible barriers to effective community outreach. Participants will receive practical tips on how to successfully collaborate with others. Participants will have the opportunity to explore different vantage points of care and how working together creates the best outcome for consumers. Course Objectives: • Recognize community partners that are involved in the consumers care • Identify resources available for best plan of care • Identify and address current barriers to care • Describe plans regarding better communication pathways for providers of care • Discuss effectiveness of plans from vantage point of consumer, primary health and behavioral health staff • Discuss a collaborative model for responding to people in crisis • Discuss and participate in sample case example Speakers: Atalaysha Churchwell, MS, LPC, LCAS, Behavioral Health Program Coordinator, Northern Piedmont Community Care (Duke University Division of Community Health) and Alliance Behavioral Healthcare Carolyn Renee Shaw, MS, LPC-A, MH/SA Care Coordinator, Alliance Behavioral Healthcare Register online at www.nc-council.org The World of Analytics, What Does It Really Mean? Being a data driven organization are the buzz words in today's market place. In order to manage costs, direct service delivery and enhance whole person care, the use of analytics is a critical competency of an organization. This session will describe the phases of data analysis, outline an analytics adoption model, and discuss the existing data sources available to LMEMCOs and providers and how the data sources can inform financial and programmatic operations in today's healthcare industry. Course Objectives: • Identify the three phases of data analysis • Discuss the 8 levels of a healthcare analytics adoption model and describe the adoption model to the dimensions of data sources, clinical algorithms and complexity, data literacy and data timeliness • Discuss the steps of progression through the adoption model, identify steps to move an agency up the adoption model and solutions to the challenges faced within an organization moving to being a “data driven organization” • Through the use of analytics, describe how to modify clinical pathways, treatment protocols, establish fidelity of clinical interventions and enhance patient continuity of care and population health outcomes • Describe specific examples of data sources in today's marketplace, such as electronic health records, clinical data, utilization management, lab results on quality of care and clinical/health outcomes • Discuss the types of data elements, test reports and how to interpret results with application toward improving or managing service deliver and integrated care Speakers: Tara Larson, Senior Healthcare Policy Specialist, The Cansler Group Tara Larson Beth Nelson, Program Services and Project Management Specialist, The Cansler Group Michael Watson, Senior Administrative Policy Specialist, The Cansler 11 Group Thursday, December 4, 2014 Repeat Sessions 9:00 a.m. to 12:15 p.m. & 1:30 p.m. to 4:45 p.m. Using Technology to Facilitate Primary Care Integration Transitional Care Teams: Reducing Inpatient and ED Recidivism This presentation will focus on a technology implementation that starts with a meaningful use certified system, but uses significant customizations to the platform to enhance its ability to communicate with hospital systems, MCOs, and even CCNC to bridge primary care and behavioral healthcare. The tools illustrated in this session enhance the capabilities for Psychiatric programs, Telepsychiatry Programs, ACTT programs, Walk-In Centers (Advanced Access/Open Access), Mobile Crisis programs and Facility-Based Crisis programs. These tools can also be used to reduce ER utilization by an agency's clients. While barriers to customization may be present through meaningful use certified systems we will also demonstrate how customizations can still take place to enhance overall crisis on demand services. Course Objectives: • Recognize the foundation of some of the best tools for primary care integration may start with your electronic health records vendor • Identify how to communicate with your vendor or technology staff to get the most out of your EHR in providing clinical services to consumers • Describe how customized integrations can then foster creative and on demand service continuums to meet the clinical needs of the consumer A unique partnership has shown significant results in an area everyone wants to see change – reduced use of emergency departments by MH/ DD/SA consumers through impactful services that keep people out of crisis. The Sandhills Center LME-MCO has embarked on a unique integrated partnership with Monarch and Partnership for Community Care (P4CC) in Guilford County. Sandhills has contracted with Monarch to provide transitional care to individuals who have been hospitalized for psychiatric conditions. Monarch partners with the local CCNC network (P4CC) to provide comprehensive transitional care that helps individuals safely and successful return to their homes and communities. As a result of these partnership there have been dramatic results — significant reductions in emergency room and inpatient recidivism as well as significant cost savings to the system. Speakers: Dr. Lisa Brandyberry, PhD, Clinical Director, DAYMARK Recovery Services, Inc. Jerold Greer, Information Technology Director, DAYMARK Recovery Services, Inc. Michael Lancaster, MD, Clinical Director, Community Care of North Carolina Billy R. West, Jr., MSW, LCSW, Executive Director, DAYMARK Recovery Services, Inc. Course Objectives: • Define what is meant by “transitional care” • Describe the importance of transitional care as a way to divert consumers from future crisis and identify the provider's role in the transitional care process • Recognize the value of transitional care in relation to consumers identified under the Department of Justice Settlement • Identify how Providers and CCNC staff can work together to identify consumers who would benefit most from transitional care Speakers: Kelly Crosbie, MSW, LCSW, Chief Strategy Officer at Monarch Dorinda Robinson, MSW, Care Coordination Director, Sandhills Center Mary Lou Sudder*, Independent Reviewer, US Department of Justice *invited Evening, Thursday, December 4, 2014 5:30 - 6:45 p.m. Excellence Awards Reception Join us to celebrate and recognize the 2014 Programs of Excellence award winners. All attendees are invited to join us and enjoy refreshments, time to network with colleagues and an array of hors d'oeuvre. Sponsored by: Alexander Youth Network, AlphaCM, Brynn Marr Hospital, Community Choices, Inc., Cornerstone Treatment Facility, Inc., Premier Healthcare Services, Inc. and CTFP, Inc., Developmental Disabilities Resources, Inc., The Echo Group, Frye Regional Medical Center, GHA Autism Supports, Holly Hill Hospital, Ingenuity Health, Lifespan Incorporated, Monarch, Netsmart, Old Vineyard Behavioral Health, Open Minds, Qualifacts Systems, Inc., Recovery Innovations, Southern Pharmacy Services, Strategic Behavioral Center, & Universal Mental Health Services, Inc. This year Friendly Neighborhood DJ will host our dance and give everyone a chance to burn off some stress and just have some fun for a change. Music will featured songs you know and love and today's biggest hits – come kick up your heels! 8:30 - Midnight Dance Party! Register online at www.nc-council.org Register online at www.nc-council.org 12 Friday, December 5, 2014 Closing Plenary Session 9:30 a.m. - 11:30 a.m. The New Health Age This thought provoking presentation will provide a look into the future of health care, healthcare delivery and medicine. We have entered a “new health age” that is rapidly emerging and will soon supplant the political storms of the present that are obscuring the dawn of this new age. What is the New Health Age? What are the qualities, dynamics and changes that are coming to American health care? What are the new technologies that will dramatically change health care delivery? Course Objectives: • Discuss the New Health Age and its impact on clinical services • Identify the qualities, dynamics and changes that will affect healthcare delivery in our country • Explain the new technologies that will precipitate these changes Speaker: David Houle is a futurist, thinker and speaker. Houle spent more than 20 years in media and entertainment. He has worked at NBC, CBS and was part of the senior executive team that created and launched MTV, Nickelodeon, VH1 and CNN Headline News. Of most of interest to our audience is his first book, “The New Health Age: the Future of Healthcare and Medicine in America,” a highly acclaimed work that became a #1 category best seller on Amazon. David Houle Closing Plenary Sponsored by Millennium Laboratories, Thompson Child and Family Focus, ICAN Solutions, Barium Springs/Grandfather Home for Children, Vidant Health – Behavioral Health and Citizens Insurance Agency Thank you to our Friends of the Council Thank You 2014 Conference Exhibitors and Sponsors *Alexander Youth Network *AlphaCM, Inc. The Arc of NC Barium Springs/Grandfather Home for Children The Barry Robinson Center *Brynn Marr Hospital Care Management Technology CARF International Citizens Insurance Agency CNP Technologies Coastal Horizon Coastal Plain Hospital *Community Choices *Cornerstone, Premier Health Care Services, CTFP, Inc. Datis Davidson, Holland and Whitesell Daymark Recovery Services *Developmental Disabilities Resources *The Echo Group *Frye Regional Medical Center GHA Autism Governor's Institute of Substance Abuse *Holly Hill Hospital ICAN Solutions Ingenuity Health Insight Telepsychiatry LLC Irwin Siegel Agency, Inc. Jackson-Field Homes *Lifespan Incorporated Millennium Labs *Monarch *Netsmart New Hope Treatment Center October Road Odyssey Software *Old Vineyard Behavioral Healthcare QOL Meds *Qualifacts Systems, Inc. Realistic Change by Choice (RCBC) Recovery Innovations RHA Health Services, Inc. Southern Pharmacy Services Springbrook Behavioral Health *Strategic Behavioral Center TenEleven Group Therap Services, LLC Thompson Child and Family Services UNC Horizons Program Universal Mental Health Services, Inc. Vidant Medical Center - Behavioral Health *NC Council Affiliate Member and Friend of the Council Register online at www.nc-council.org NC Council Affiliate Member 13 Thank you to our Friends of the Council Register online at www.nc-council.org 14 Thank you to our Friends of the Council Register online at www.nc-council.org 2014 Conference Door Prizes Must be Present to Win! Prize Drawing will be Friday, December 5 at 11:30 a.m. List of Prizes to Date… Pinehurst Resort Package 3 day, 2 night stay with breakfast buffet in Hotel dining room Donated by Pinehurst Resort $200.00 Gift Card Donated by ICAN Solutions $50.00 Amazon Gift Card Donated by DATIS Gift Card Donated by The Echo Group $50.00 Amazon Gift Card Donated by October Road Gift Donated by Monarch $50.00 American Express Gift Card Donated by Netsmart Gift Card Donated by Southern Pharmacy Services Keurig K10 MINI Plus Coffee Brewing System Donated by CNP Technologies Gift Basket w/Gift Card Donated by Universal Mental Health Services Gift Card Donated by Millennium Laboratories Grab Bag-includes T-shirt, Wellness book & sack Donated by Recovery Innovations Prize Donated by Citizens Insurance Agency Gift Donated by Davidson, Holland, Whitesell & Co Prize Donated by NAMI NC Gift Card Donated by Benchmarks Backpack Donated by CNP Technologies Gift Donated by Jackson Field Homes Prize Donated by UNC Horizons Gift Donated by Community Choices Computer bag w/goodies Donated by Care Management Technologies Coffee and tea variety basket from World Market Donated by New Hope Treatment Center Gift Basket Donated by Coastal Plain Hospital Holiday Day Cooking Gift Basket Donated by GHA Autism Gift Basket Donated by Vidant Medical Center- Behavioral Health Register online at www.nc-council.org 16 2014 CONFERENCE REGISTRATION FORM NC COUNCIL OF COMMUNITY PROGRAMS Pathways to Integration Conference & Exhibition 2 December 3 - 5, 2014 Pre-Conference December 2, 2014 2 Pinehurst Resort, Pinehurst, NC Two Ways to Register 1. Register on line at www.nc-council.org and pay by credit card (Visa/MC only). Only online registrants will receive email confirmation. 2. Mail in registration form with check made payable to “NC Council of Community Programs.” Payment must be received at the Council office no later then Nov. 17, 2014. Both sides of the Registration Form MUST be completed. Registrations received without check or purchase order will not be processed until check is received. Mailing address: NC Council of Community Programs, 505 Oberlin Road, suite 100, Raleigh, NC 27605. Questions – contact Karen Payne at [email protected]. R EG IS T R AT IO N CUT OFF DATE IS NOVEMBER 17, 2014. You may REGISTER ON SITE if space allows, email to confirm space availability at [email protected]. Please complete both front and back of this form. Name __________________________________________________________________________________________ Organization ___________________________________________________________________________________ Title ___________________________________________________________________________________________ Mailing Address ________________________________________________________________________________ City __________________________________________ State___________________ Zip_____________________ Phone_________________________________________ Fax____________________________________________ Email__________________________________________________________________________________________ Vegetarian Meals required ______yes ______no Please indicate any special accomodations such as dietary restrictions, wheelchair, interpreter, sighted guide, etc... _____________________________________________________________________________________ C a n c e l l a t i o n s : To receive any refund, you must email Karen Payne at [email protected] by 5:00 p.m. on the dates indicated below. There will be a $15 service charge for ALL cancellations no matter when the cancellation is made. Cancellation dates: Full refunds (minus $15) will be given if cancellation made by October 24, 2014; a onehalf refund (minus $15) will be given for cancellations made between October 25 - November 7, 2014; no refund will be available after 5:00 p.m. on November 7, 2014. 2014 CONFERENCE REGISTRATION FORM NEW! CONSUMERS TAKE 50% DISCOUNT ON REGISTRATION FEES (This discount is not available online. Please mail the registration form with payment) Register 4 Staff to Attend (Full Conf. Registration) and the 5th Attends for Free! Please email Karen Payne at [email protected] with the name of the free registrant as this discount is not availale with online registration Pre- Conference Fees (12/2) FEES: NOT INCLUDED IN CONFERENCE FEES u Using Outcomes-Based Data for Improving Service Quality & Monitoring Across all Populations uEthics in 2014: an Overview u Governing the LME and the MCO in LME-MCO: Can We Successfully Integrate the Two? Conference Fees (12/3- 12/5) u Full Conf. Registration $95 $95 $75 Early Bird (by 11/3) After 11/3 $350 $375 (Full registration includes conference meals, sessions & events for ALL 3 days) u Two Day Conf. Registration (Please select 2 days) u Wednesday u Thursday $300 $325 $185 u Friday (Two- Day includes trainings, conference meals & special events on the chosen days) u One Day Conf. Registration $170 (Please select 1 day) u Wednesday u Thursday (One day includes training, lunch, exhibits for that day) u Closing Plenary ONLY$50$50 (Does NOT include meals, other trainings, special events) TOTAL AMOUNT ENCLOSED $________________ Make check payable to: “NC Council of Community Programs.” CHOOSE SESSIONS WEDNESDAY – Concurrent Sessions, please choose ONE session (X): u Launching Integrated Care within a Traditional Behavioral Health Agency u Alternative Provider Reimbursement Models in a Managed Care System u Integration Lessons and Practical Use of Virtual Care and Team Care u NC Law: Tips, Traps and Take Aways for Non-Lawyers u The Clubhouse Model: High Impact Outcomes & Cost Effective Solutions for LME-MCOs THURSDAY A.M. Session - Please (X) if you will attend: u Measuring Quality of Life for People with I/DD in a Managed Care Environment P.M. Session - Please (X) if you will attend: u A Population Based Approach to Healthcare for People with I/DD: Improving Outcomes through Collaboration, Data and Outreach Repeat Sessions (choose a.m. and/or p.m. session) u Improving Behavioral Health Access and Care through Virtual Care Teams (attending: u a.m. or u p.m.) u Playing in the Sandbox: How Community Outreach Builds Better Castles of Care (attending: u a.m. or u p.m.) u The World of Analytics, What does it Really Mean? (attending: u a.m. or u p.m.) u Using Technology to Facilitate Primary Care Integration (attending: u a.m. or u p.m.) u Transitional Care Teams: Reducing Inpatient and Emergency Department Recidivism (attending: u a.m. or u p.m.) NORTH CAROLINA COUNCIL OF COMMUNITY PROGRAMS 2014 CONFERENCE & EXHIBITION Booking ID #39836 Monday, December 1 - Friday, December 5, 2014 We look forward to welcoming you to Pinehurst! Please take a moment to fill out this reservation form to ensure your accommodations for your upcoming visit. Pinehurst requires that your reservation request form be completed and returned on or before 5:00pm EST, Monday, November 3, 2014. Reservation forms received after this date will be processed on a “space-available basis”. Pinehurst consists of a variety of accommodations including the Carolina, Villas, Holly Inn, The Manor and Condominiums. THE RESORT WILL MAKE EVERY EFFORT TO HONOR SPECIFIC ROOM REQUESTS. If your request is not available, the best substitution will be made. DAILY RATES: European Plan LOCATION: Resort Accommodations (Please Check Desired Occupancy) SINGLE OCCUPANCY: _____ $106.00 DOUBLE OCCUPANCY: ______$54.00 PER GUEST (One guest per room) (Two or more guests per room) Rates are per guest, per night and include your accommodations. Arrival Date ___________________________ Departure Date ___________________________ Check-In Time: 4:00 PM Check-Out Time: 12:00 NOON RESORT SERVICE FEE & STATE SALES TAX: For your convenience a 10% resort service fee will be added to your account. Current State sales tax of 6.75% and occupancy tax of 3% are additional. The Resort Service Fee covers the following amenities and services: in-room high speed internet, unlimited use of the fitness center, bicycles, practice putting greens, pitching areas, driving range, in-coming faxes, afternoon tea in the Carolina, self & valet parking, on-call transportation, outdoor pools and beach club (based on seasonal availability). Package meal gratuities for staff in the dining venues as well as the bell and door staff are also included. For nonpackage meals and beverages in our resort dining outlets, a separate 18% service charge is added to your account. Housekeeping and transportation staffs do not participate in the resort service fee. Gratuities in addition to the above and for any other resort staff are at your discretion. State and county taxes are subject to change without notice. DEPOSIT AND CANCELLATION POLICY: A deposit representing one night’s rate per guest is charged at the time the reservation is made. Pinehurst must receive notice of any cancellation at least 30 days prior to date of arrival in order to refund a deposit. The cancellation deadline is 5:00pm EST, Monday, November 3, 2014. Please complete and fax or mail with deposit to: GROUP RESERVATIONS FAX: 910-235-8240 PINEHURST PHONE: 855-287-1286PO BOX 4000 VILLAGE OF PINEHURST, NC 28374-4000 ROOMS TO BE OCCUPIED BY: (Type or Print all names) (ALL GUESTS WILL BE CHARGED A ONE-NIGHT ROOM DEPOSIT) _________________________________________________________________________________________________ Name Address City State Zip Home Phone (_____)_____________ Business Phone (_____)_____________ E-Mail ___________________________ _________________________________________________________________________________________________ Name Address City State Zip Home Phone (_____)_____________ Business Phone (_____)_____________ E-Mail____________________________ CREDIT CARD INFORMATION FOR ROOM DEPOSIT (S): Credit Card Name & Number________________________________________________________EXP_____/_________ Card Holder Name _________________________________________________________________________________ Card Holder Authorized Signature: _______________________________________________________________
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