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PacifiCare screening tool, policies raise concerns
(April 2005 Issue)

By Phyllis Hanlon

In June 2004, Harvard Pilgrim Health Care signed a three-year deal with PacifiCare Behavioral Health, Inc. (PBH) to assume management of its mental health division beginning Jan. 1, 2005, replacing ValueOptions. The not-for-profit Harvard Pilgrim serves approximately 800,000 members in Massachusetts, New Hampshire, Maine and Rhode Island. PBH has approximately 4.1 million members in its nationwide network. In spite of preliminary steps, the change-over has met with some challenges.

According to Ed Jones, Ph.D., PacifiCare's vice president and chief clinical officer, PacifiCare conducted dozens of two-hour training sessions in New England, met with representatives of professional associations in each state and distributed written material related to PacifiCare's administrative and clinical processes prior to the transition. He reports that the company will continue to 'over-communicate,' noting another series of training sessions were scheduled in March as New England Psychologist went to press.

The packet of training material contained a sample Life Status Questionnaire (LSQ) form, which Jones explains is a "hallmark" of PacifiCare's system. "We encourage its use to help detect risk factors such as suicidal tendencies and substance abuse," he says. "We use it to monitor changes during treatment and focus on sudden deterioration in functionality and symptomotology."

PacifiCare recommends that the LSQ be administered at sessions one, three and five and every fifth session thereafter. Jones emphasizes that the forms are not mandatory, but that completing this step will streamline the approval process and ensure timely payment. He calls the patient forms "lab tests for behavioral health."

According to Elena Eisman, Ed.D., executive director of the Massachusetts Psychological Association (MPA), this "confusing startup" has raised several questions and caused significant uncertainty among providers. Although she was not invited to the original training sessions, she says that professional organizations are now being included in those meetings. Eisman heard complaints from psychologists about a lack of training materials at training sessions, which triggered misunderstandings and left providers with unanswered questions. To clarify the situation for providers, Eisman says that PacifiCare sent detailed explanatory letters following the training sessions.

Psychologists in the Commonwealth are expressing considerable concern about the length, effectiveness and frequent administration of PacifiCare's 30-item screening tool. Eisman says, "I have never seen such negative reaction from providers. We're seeing some statements that may not be accurate about the instrument. Our main issue is the way it [the LSQ] gets implemented on the ground level." Having to spend additional time administering the questionnaire cuts into therapy sessions for the patient and adds to the provider's workload, she says. Eisman also questions some of the items, which are regarded by some as intrusive, particularly to adolescents. She says that such screening tools should be administered in a scientifically appropriate manner. "Otherwise distortions of the clinical decision making process can happen," she says. "We want to make sure the instrument does what it says it will do."

Eisman says that such measurement tools appear to be the wave of the future. "Of five major mental health providers, four have some kind of outcome measure in the works. All healthcare providers will have to deal with these soon. We are helping our members negotiate the system in the best possible way," she says.

Some Massachusetts' providers also reported a discrepancy regarding a fax number listed in training materials. Jones explains that the sample form within the training packet did have an outdated fax number on it, although all other materials contained the correct fax number. "If anyone attempted to fax material to the old fax number, no information would be transmitted and so no confidential information was ever breached," Jones says. "PBH sent notification to all network practitioners that the sample form was not to be used and the correct fax number was also included."

Although PacifiCare has stood firm on many of its policies, the company has been open to discussion on some issues, states Eisman. A case in point concerns the provider identification number. Eisman says, "The provider ID, which was the social security number, was printed on the back of authorization letters to patients. In this era of theft identity, we asked them to remove that and PacifiCare did."

Massachusetts psychologists are not alone in their disenchantment with some of Pacificare's policies. Jennifer Harris, office manager, University Associates in Psychology, a group private practice in New Hampshire, reports a "varied" experience with Pacificare. "It seems these behavioral health management companies are never up to speed on individual state laws governing HMO authorizations and their provider relations and claims processing staff get much of their training through phone calls from frustrated providers who have to walk them through problem resolution. PBH is no exception," she says.

Harris echoes the Massachusetts complaints regarding intrusive and excessive paperwork. She questions the efficiency of a complex system that automatically gives two to four additional authorized sessions based on faxed forms or phone calls from the clinician. "What is the point of all the staff and paperwork when sessions are going to be automatically approved only on the basis of submitting paperwork? All in all, their paperwork is complex, voluminous, intrusive for patients and time consuming," she says. "PBH is only one of the many managed care plans providers must deal with, and many of these plans seem to presume that providers work only for them and view their protocol as top priority."

Eisman admits that much more is expected of providers today. At the same time, she expresses concern that patients still have access to the same amount of clinical services as they did in the past and that clinicians be reimbursed for any additional time spent completing paperwork.