CalHIVE Behavioral Health Integration (BHI)
Welcome to the participant page for the CalHIVE Behavioral Health Integration (BHI) Improvement Collaborative. Here you’ll find program information, resources and other materials to help you engage and learn during the program.
December 2024
December is here, and our team is grateful to mark the halfway point of the CalHIVE BHI program.
Calendar
Review the next few months of program events and milestones.
2025: Q1 and Q2 Program Calendar, updated December 2024
2024: Q4 Program Calendar, updated September 2024| Q3 Program Calendar, updated June 2024 | Q2 Program Calendar, updated June 2024 | Q1 Program Calendar, updated December 2023
2023: Annual Program Calendar
Event | Event Type | Format | Lead(s) | Date | Link or Recording |
---|---|---|---|---|---|
Cycle 3 Data Office Hours | Office Hours | Office Hours |
CalHIVE BHI Data Leads |
January 7, 2025 12:00 pm – 12:45 pm | Outlook Invitation with Zoom Link |
CalHIVE BHI Commons: CQC Public Webinar - BHI Sustainability and Spread | Live Learning Webinar | Live Learning Webinar |
CalHIVE BHI Teams |
January 8, 2025 12:00 pm – 1:00 pm | Outlook Invitation with Zoom Link |
Cycle 3 Data Submission | Data Deadlines Submission | – |
CalHIVE BHI Data Leads |
Friday, 1/10 | File Submission |
CalHIVE BHI Commons: Disparity Reduction Plan | Live Learning Webinar | Live Learning Webinar |
CalHIVE BHI Teams |
February 11, 2025 11:00 am – 12:00 pm | Outlook Invite with Zoom Link |
Data Webinar: Cycle 4 | Live Learning Webinar | Live Learning Webinar |
CalHIVE BHI Data Leads |
March 6, 2025 12:00 pm – 1:00 pm | Outlook Invitation with Zoom Link |
CalHIVE BHI Commons: Paraprofessionals Supporting BHI | Live Learning Webinar | Live Learning Webinar |
CalHIVE BHI Teams |
March 13, 2025 11:00 am – 12:00 pm | Outlook Invitation with Zoom Link |
Cal - IN | Live Learning Webinar | Virtual Peer Group |
Interested CalHIVE BHI Members |
March 26, 2025 12:00 pm – 1:00 pm | Outlook Invitation with Registration Link |
Review materials and recordings from our learning webinars.
CALHIVE BHI COMMONS
Upcoming sessions:
- Wednesday, January 8 (12-1pm) – CQC Public Webinar – BHI Sustainability and Spread
- Tuesday, February 11 (11-12pm) – Disparity Reduction Plan
- Thursday, March 12 (11-12pm) – Paraprofessionals Supporting BHI
- Tuesday, April 1 (11-12pm) – Model and Program Fidelity
- Tuesday, June 10 (11-12pm) – Patient Self-Management and Support
- Tuesday, August 12 (11-12pm) – BHI External Pathways and Community Resources
- Tuesday, September 9 (11-12pm) – BHI and Substance Use
- Tuesday, October 8 (11-12pm) – Sustainability Plan
- Tuesday, November 11 (11-12pm) – Patient Engagement
- Tuesday, December 9 (11-12pm) – Hello 2026, Goodbye 2025
Learn
Access a rich library of content supporting CalHIVE BHI’s focus areas.
Implementation Plan
As part of CalHIVE BHI, each team will complete a Behavioral Health Integration Implementation Plan, which will guide teams to strategic decisions and capture next steps to advance the integration project. The final Implementation Plan (all sections) will be due June 2024.
- Section 1 – Integration Model – Due to your Improvement Advisor Fri. September 29
- Section 2 – Pilot Site – Due to your Improvement Advisor Fri. September 29
- Section 3 – Staffing- Due to your Improvement Advisor Tues. October 31
- Template: Org Chart & Staffing Models
- Section 4 – PHQ-9 Screening- Due to your Improvement Advisor Thurs. November 30
- Section 5 – BHI Billing and Coding Wed. January 31
- Section 6 – Pilot Site Evaluation and Engagement Thurs. February 29
- Pilot Site Evaluation Measures Thurs. February 29
- Section 7 – BHI Workflows Fri. June 28
- Template: BHI Workflows
- Section 8 – Reflect and Adjust
Access Integration Model resources below:
- The CIHS framework proposes six levels of collaboration/integration. While the overarching framework has
three main categories — coordinated, co-located, and integrated care — there are two levels of degree within each
category.- It is designed to help organizations implementing integration to evaluate their degree of integration across several levels and to determine what next steps they may want to take to enhance their integration initiatives.
- SAMHSA’s “Integrated Care Models: An Overview” provides an overview of different models of integrated care and their key components.
- The “Collaborative Care Model” developed by the University of Washington’s Advancing Integrated Mental Health Solutions (AIMS) Center provides detailed information on how to implement this model, including care team composition, treatment protocols, and billing and reimbursement considerations.
- The “Primary Care Behavioral Health (PCBH) Model” developed by the American Psychological Association (APA) provides guidance on how to integrate behavioral health services into primary care settings. The handout could include a summary of the key components of the model, such as the importance of communication and collaboration between primary care and behavioral health providers, use of brief interventions and assessment tools, and development of a stepped care approach.
- The “Behavioral Health Integration Toolkit” developed by the American Academy of Family Physicians (AAFP) provides a comprehensive toolkit for primary care providers looking to integrate behavioral health services into their practice. The toolkit includes assessment tools, treatment protocols, and resources for patient education and engagement.
- The Tools and Documents developed by the Michigan Institute for Care Management and Transformation provide a wide range of CoCM implementation resources.
Example Videos:
CoCM
The Collaborative Care Model(American Psychiatric Association) – 2:34
Collaborative Care Management for Behavioral Health(Ryan White HIV/AIDS Program TargetHIV) – 12:14
Collaborative Care Management at La Clinica del Pueblo D.C.(Ryan White HIV/AIDS Program TargetHIV) – 6:46
PCBH
PCBH Visit Demonstration with Dr. Bauman: Initial, Follow-up, and Debriefing(Beachy Bauman Consulting) – 1:07:25
Dr. Bauman PCBH patient introduction(Beachy Bauman Consulting) – 1:04
Focused Acceptance and Commitment Therapy(FACT): Engaged(Beachy Bauman Consulting) – 21:30
Compare and contrast the models
PCBH vs Collaborative Care(Primarycareshrink.com) – 19:25
These resources will support your teams to complete the Implementation Plan, Section 3 – Staffing.
General Resources
- Hiring and Onboarding Integrated Behavioral Health Providers in Primary Care (Rocky Mountain Health Plans) – general resources including interview questions, onboarding processes)
CoCM
- Job Descriptions
- Behavioral Health Care Manager
- Psychiatric Consultant
PBCH
- Job Descriptions
- Behavioral Health Clinician
- Example 1 (CFHA)
- Behavioral Health Clinician
- Job Posting
- PCBH Manual
- Example 1 (Mountainview Consulting)
These resources will support your teams to complete the Implementation Plan, Section 4 – PHQ-9 Screening
- BHI Workflow Guide (American Medical Association) – actionable, evidence-based best practices on workflow design
- BHI Workflow Examples (American Medical Association) – examples of specific workflow diagrams
- BHI Workflow Plan (American Medical Association) – template to help organizations identify workflows already in place and improvements
- Creating A Workflow For Depression Screens & Follow Up Treatment (Colorado Access) -toolkit developed for primary care practices
- Crisis Text Line – 24/7 crisis line resource for patients in crisis
- Depression Coding Fact Sheet for Primary Care Clinicians (American Academy of Pediatrics) – coding information for depression coding
- NAMI: National Alliance on Mental Illness – external behavioral health resources
- Patient Health Questionnaire (PHQ) Screeners (Pfizer) – different versions of the PHQ in all translated languages
- Toolkit for Designing and Implementing Care Pathways (National Council for Mental Wellbeing)
- 988 Suicide and Crisis Lifeline – 24/7 lifeline resource for patients in crisis
These resources will support your teams to complete the Implementation Plan, section 5 – BHI Billing and Coding.
General Resources
- CA Billing and Payment Codes (CQC): (revised February 2024) codes to be used for each model (CoCM and PCBH)
- Behavioral Health Coding Resource (AMA) – outlines key CPT codes for behavioral health screening, treatment, and/or preventative services
-
Behavioral Health Billing & Coding 101: How to Get Paid (AMA) – October 2020 webinar with information about how to get paid for BHI
- Decision Support Tool (National Council for Mental Wellbeing) – The DST empowers providers to estimate Medicare and Medicaid revenue across prominent integrated care services to finance these services more effectively
- Tips for Financial Sustainability in Integrated Behavioral Health – (Rocky Mountain Health Plans) – guide with a brief overview of key considerations for developing a business case for BHI
- Non-Specialty Mental Health Services: Psychiatric and Psychological Services – Medi-Cal guide for CPT codes
- Specialty Mental Health Services Medi-Cal Billing Manual – Medi-Cal guide for CPT codes
- Marriage and Family Therapists (MFT) and Mental Health Counselors (MHC) Provider Enrollment Frequently Asked Questions (FAQs) September 2023 – FAQ document from the Center for Medicare and Medicaid Services
Billing/Coding Tip Sheets
-
The Practice and Billing Toolkit Tools for successful implementation of the Collaborative Care Mode – American Psychiatric Association
- Billing Tip Sheet Example
CoCM
- CoCM Practice and Billing Toolkit (APA) – Tools for successful implementation of CoCM
These resources will support your teams to complete the Implementation Plan, section 6 – Pilot Site Evaluation & Engagement
Evaluation
- Patient Experience
-
Patient Satisfaction Questionnaire (PSQ-III) – 50 item survey
-
- Workforce
- Provider Integration Profile
-
Provider Satisfaction Survey (example from external organization)
- Financial
- Collaborative Care Implementation: Costs Across 10 United States Health Care Systems (Meadows Mental Health Policy Institute)
Engagement
Warm Handoff
- American Psychological Association, “The impact of warm handoffs on patient engagement”
- The National Council, Optimizing Handoffs for In-person and Virtual services
- Beachy Bauman Consulting, The Warm Handoff Trophy; video
- Primarycareshrink.com, Air Traffic Control: Handling Multiple Consults in PCBH; video
- Agency for Healthcare Research and Quality, Warm Handoff: Intervention
Huddles
- Matthew Martin, Team huddle between medical and behavioral health providers; video
- The National Council, 10 Ways Behavioral Health Staff Can Positively Influence Team Huddles in Primary Care
- Primarycareshrink.com, How to Get PCPs to Use You Effectively; video
Workflows
- AMA, BHI Workflow Guide
- AMA, BHI Workflow Example
- AMA, BHI Workflow Plan Resource
- CQC, BHI Workflow Checklist
- Maryland Department of Health, Maryland Primary Care Program: Behavioral Health Integration
- University of Wisconsin Workflows, Primary Care Behavioral Health: Pediatric Collaborative Care Family Medicine Workflows
Other Resources
- AIMS Center, Administrative Readiness Checklist
These resources will support your teams to complete the Implementation Plan Section 8 – Reflect and Adjust.
Model Fidelity
PCBH
- US Department of Veterans Affairs, Provider Adherence Questionnaire
- CFHA, Behavioral Health Consultant Observation Rating Scale
- BHC Core Competency Tool
- Team and Primary Care Provider Competency Tool
CoCM
Measurement Based Care
- Measurement-Based Care in the Treatment of Mental Health and Substance Use Disorder
- Measurement Based Care
Staff Perception Surveys
- IBHP, Satisfaction Measures
Change Management
Huddles
- Esperanza Health Center, 10 Ways Behavioral Health Staff can Positively Influence Team Huddles in Primary Care
Implementation Considerations
Data Exchange Framework
Rapid data exchange within the health care delivery system is integral to achieving equitable, patient-centered care for all Californians. The California Quality Collaborative (CQC) supports the California Health and Human Services Agency’s Data Exchange Framework (DxF), the first-ever statewide data sharing agreement, because it will accelerate and expand the exchange of health information among health care entities, government agencies and social service programs.
DxF Resources:
DxF Signatory Grants Application Resources:
- DSA Signatory Grant Guidance Document
- DSA Signatory Application Template
- Application Portal “Getting Started” video
Find the most up-to-date resources and events on the Connecting For Better Health Hub.
Other Learning Opportunities
- Tuesday, December 5 – Privacy Explained for CBOs host by BluePath Health
CFHA supports healthcare professionals in integrating physical and behavioral health. It is our hope that the organization can be a professional home where you can network with colleagues, nurture new professional relationships, exchange information relevant to integration and collaboration, and most of all, provide an avenue where you can make meaningful contributions to the field and your community.
As part of your membership and participation in the CalHIVE BHI Collaborative, you gain access to an array of resources provided by CFHA. These include their esteemed journal, ‘Families, Systems & Health’, and their educational platform, ‘CFHA Learns and Shares’. These resources are specifically designed to assist in the successful implementation of behavioral health services and are now at your disposal.
Ask your CalHIVE BHI Team lead about how to access your free 1 year CFHA Membership.
Materials
- SMARTIE Aim Statement Template
Webinars
3/26/24 Model for Improvement Fundamentals – Setting Aims Slide deck; Audio Recording
4/30/24 Model for Improvement Fundamentals
Find full course details here.
- UCSF Center for Advancing Dyadic Care in Pediatrics – many resources about implementing dyadic care and will be launching a webinar series in 2025; sign up for update on their website.
- California Child and Adolescent Mental Health Access Portal (Cal-MAP) – a CalHOPE pediatric mental health care access program designed to increase timely access to mental health care for youth throughout California’s communities, especially in the state’s most underserved and rural areas.
- HealthySteps program – provides early childhood development support to families where they are most likely to access it – the pediatric primary care office.
Commons Learning Events
- Tuesday, December 12 – Hello 2024, Goodbye 2023 Slide deck; Webinar recording; CalHIVE BHI Values
- Tuesday, November 14 – BHI Billing and Coding Slide deck; Webinar recording
- Tuesday, October 10 – PHQ-9 Workflows Slide deck; Webinar recording
- Tuesday, August 29 – Convening Preparation Slide deck; Webinar recording
- Tuesday, August 22 – BHI Fundamentals: Implementation & Staffing Slide deck; Webinar recording
- Tuesday, August 8 – BHI Fundamentals: Integration Concepts & Models Slide deck; Webinar recording
- Tuesday, July 11 – Kickoff Webinar Slide deck; Webinar recording
Optional Learning Events
- Tuesday, November 28 – CalHIVE BHI Beekeeper’s Corner: BHI Billing & Coding Slide deck; Webinar recording
- Thursday, October 26 – CalHIVE BHI BeeHIVE: Depression Screening Slide deck; Webinar recording
- Thursday, September 28 – CalHIVE BHI Beekeeper’s Corner: Staffing Slide deck; Webinar recording
Commons Learning Events
- Tuesday, January 9 (11-12pm) – Pilot Site Evaluation & Engagement Slide deck; Webinar recording
- Tuesday, February 13 (11-12pm) – BHI Workflows Slide deck; Webinar recording
- Tuesday, March 12 (11-12pm) – Using Data to Support Clinical Workflows Slide deck; PHQ-9 Clinical and Data Checklist; Webinar recording
- Tuesday, April 16 (11-12pm) – Person-Centered Equitable BHI Slide deck; Webinar recording
- Tuesday, May 7 (11-12pm) – Convening Prep Slide deck; Webinar recording
- Tuesday, June 11 (11-12pm) – BHI Workflows: Barrier Busting Slide deck; Webinar recording
- Tuesday, July 16 (11-12pm) – Patient / Family Engagement for BHI Slide deck; Webinar Recording
- Tuesday, August 13 (11-12pm) – Virtual Site Visit Slide deck; Webinar Recording
- Tuesday, September 10 (11-12pm) – BHI Implementation Reality Check Slide deck; Webinar Recording
- Tuesday, October 8 (11-12pm) – BHI Revenue Cycle Successful Practices Slide deck; Webinar Recording
- Tuesday, November 12 (11-12pm) – Monitoring and Process Improvement Slide deck; Webinar Recording
- Tuesday, December 10 (11-12pm) – Hello 2025, Goodbye 2024 Slide deck; Webinar Recording
Optional Learning Events
- Tuesday, January 30 – BeeHIVE: Pilot Site Evaluation & Engagement – Peer Sharing Slide deck; Webinar recording; AI Summary
- Tuesday, February 27 (11-12pm) – BeeHIVE: Billing and Coding Office Hours Slide deck; Webinar recording
- Tuesday, March 26 (11-12pm) – Model for Improvement Fundamentals (1 of 2) Slide deck; Audio Recording
- Tuesday, April 30 (11-12pm) – Model for Improvement Fundamentals (2 of 2) Slide deck; Webinar recording
- Tuesday, June 25 (11-12pm) – Pilot Site Evaluation and Engagement Office Hours Slide deck; Webinar recording
- Tuesday, July 23 (11-12pm) – Beekeeper’s Corner: Joy in Work CANCELLED
- Tuesday, August 27 (11-12pm) – Beekeeper’s Corner: BHI Model Office Hours Slide deck
- Tuesday, September 24 (11-12pm) – Topic TBA CANCELLED
- Tuesday, October 22 (11-12pm) – Tableau and Data Trends Slide deck; Data Packet; Webinar Recording
- Tuesday, November 26 (11-12pm) – Measure Specific: ED or Diabetes and Screening CANCELLED
Data Webinar Recordings:
2024 Sessions:
- Thursday, March 7 (12-1pm) – Baseline Webinar Slide deck; Webinar Recording
- Thursday, April 4 (12-1pm) – Office Hours
- Thursday, June13 (12-1pm) – Cycle 1 Webinar Slide deck; Webinar Recording
- Thursday, July 11 (12-1pm) – Office Hours
- Thursday, September 12 (12-1pm) – Cycle 2 Webinar Slide deck; Webinar Recording
- Thursday, October 3 (12-1pm) – Office Hours
- Thursday, December 12 (12-1pm) – Cycle 3 Webinar Slide deck; Webinar Recording
2023 Sessions:
- Thursday, October 5 – Test 2 Office Hours: (Recording)
- Thursday, September 21 – Test 2 Data Reporting Webinar: (Slide Deck, Recording)
- Monday, June 26 – Test 1 Data Reporting Webinar: (Slide Deck, Recording)
Measure
Access data reporting materials and recordings from our data webinars, and review your performance through our reports and self-service data analytics dashboard.
2024 CalHIVE BHI reporting changes (2/15/24)
Reporting Templates and Resources: links to be added
- Data Onboarding Questionnaire – Template
- Enrollment File – Template (Updated 3/4/24)
- Measurement File – Template (Updated 3/4/24)
- Pilot Site Reporting – Template (Updated 12/11/24)
- HEDIS® Licensed Measure Specifications – Copyright Notices and Disclaimers (Updated 10/7/24)
- Technical Specifications Manual – PDF (Updated 3/4/24)
- Data Reporting Timeline – PDF (Updated 12/16/24)
- Data Validation Checks – PDF (Updated 9/18/23)
Data Webinar Recordings:
Upcoming Sessions:
- Tuesday, January 7 (12-12:45pm) – Office Hours – Cycle 3
- Thursday, March 6 (12-1pm) – Cycle 4 Webinar
- Thursday, April 4 (12-12:45pm) – Office Hours – Cycle 4
- Thursday, June 12 (12-1pm) – Cycle 5 Webinar
- Thursday, June 26 (12-12:45pm) – Office Hours – Cycle 5
- Thursday, September 11 (12-1pm) – Cycle 6 Webinar
- Thursday, October 9 (12-12:45pm) – Office Hours – Cycle 6
- Thursday, December 11 (12-1pm) – Cycle 7 Webinar
Performance Reports:
- CalHIVE BHI Performance Dashboard – Access here
Improve
Collaborate with your Improvement Advisor (IA) to support project success.
- Implementation Milestone Assessment Tool – Standardized tool to m
- Trend Report – themes and synthesis (added Nov 2023)
- Trend Report 2 – themes and synthesis (added July 2024)
- Program Deliverables (revised December 2024)
- Aim Statement
- Template – included on your organization’s individual Box folder
- Final PO Aim Statements (link to be added)
- CalHIVE BHI Values
PO Box Folders – each organization has an individual Box folder; links are added here (access is restricted for each organization’s team)
| Chinese Hospital & Clinics | Community Memorial Healthcare | Perlman Clinic | Pomona Valley Hospital Medical Center | Riverside Family Physicians | San Francisco Health Network | Scripps Health | Sharp Rees Stealy Medical Centers |
Convene
BHI Workflow Handouts:
- Primary Care Behavioral Health: Pediatric Collaborative Care Family Medicine Workflows (Wisconsin Family Medicine)
- PCBH Initial BHC Visit Workflow (HMA Integrated Care DC)
- CoCM Workflow (MCCIST)
- Warm Handoff Script (AMA)
- Warm Handoff Script for PCP
- Ideal Warm Handoff (CQC)
- BHI Workflow Checklist (CQC)
Other Resources:
- “I like, I wish, I wonder” (Global Learning Partners)
- Day in The Life of a Behavioral Health Consultant in Primary Care: PCBH Workflow (HMA Integrated Care DC)
- Warm Handoff: Intervention (Agency for Healthcare Research and Quality)
- “See one, do one, teach one” (Journal of Global Health)
- Change Management (Prosci)
- The Piker Principles of Person Centered care (Picker)
- A Toolkit to Advance Racial Health Equity in Primary Care Improvement (California Improvement Network)
- Healthy People 2030 ( Office of Disease Prevention and Health Promotion)
- Social Determinants of Health in Community Health Assessment and Improvement Planning (NACCHO)
Provider Organization Videos – Why BHI?
Access conference materials for the September 2023 CalHIVE BHI Convening in San Diego, CA.
Access conference materials for the April 2023 Improvement Coaching Workshop in Los Angeles, CA:
Connect
Review previous versions of the regular program newsletter, the CalHIVE BHI Connect.
- 2024: January, February, March, April, May, June, July, August, September, October, November, December
- 2023: June, July, August, September, October, November, December
Provider Organization Stories – learn more about implementation work CalHIVE BHI member organizations
- 2024: February (San Francisco Health Network) | April (Chinese Hospital) | 2024 PO Pilot Site Visits
- 2023: November (Riverside Family Physicians) | December (Pomona Valley)
Reach out to your peer network or the CQC team.
- Participant cohort contacts. Note: please don’t share outside of CalHIVE. (updated January 2025).
- CalHIVE BHI Values
Participants
Team
Kristina Mody
Program Director
Director, Practice Transformation
- Directs the CalHIVE BHI Improvement Collaborative
- Designs CalHIVE BHI curriculum and learning events.
- Improvement Advisor for CalHIVE BHI
Peter Robertson
Program Advisor
Senior Director, Practice Transformation
- Lead’s CQC’s technical assistance programming
Daniela Vela Hernandez
Improvement Advisor
CFHA Technical Assistance Associate
- Improvement Advisor for CalHIVE BHI
Mary Nickel-Nguy
Improvement Advisor
Senior Manager, Behavioral Health Integration
- Improvement Advisor for CalHIVE BHI
Jose Ordoñez
Data & Reporting
Manager, Data Analytics
- Provides technical assistance for data submissions, reporting and data analysis
Michael Au
Program Administration
Senior Manager, Care Transformation
- Oversees project management for Care Transformation
- Provides support for tracking deliverables with Improvement Advisors
Erika Lind
Program Administration
Manager, Care Transformation Events and Learning
- Manages logistics for in-person and virtual learning events.
- Available for scheduling assistance and tech support for newsletter access
Anna Baer
Program Administration
Program Coordinator
- Manages logistics for in-person and virtual learning events.
- Available for scheduling assistance and tech support for newsletter access
About
CalHIVE (Health. Impact. Value. Engagement.) Behavioral Health Integration (BHI) Network is run by the California Quality Collaborative (CQC), a program of the Purchaser Business Group on Health. This website is for program participants only; please do not share this link with those outside of CalHIVE BHI). Questions? Feedback? Suggestions? Please contact cqcinfo@pbgh.org