FSC Handouts

Below are handouts from past meetings:

2010 Handouts

March 4, 2010

• Small County Fiscal Call Powerpoint for March 1, 2010 (PDF 32 KB)
• DMH Info Notice 09-13: Discontinuance of Negotiated Rates in Cost Settlement for Short-Doyle/Medi-Cal (SD/MC) Services (Link)
• DMH Letter 10-02: Medi-Cal Coverage and Claiming for Beneficiaries in Institutions for Mental Diseases (Enclosures 3)  ( Link)
  • Enclosure 1-Medical Ancillary Services Billing Procedure Update (Link)
  • Enclosure 2- Selected State and Federal Statutes & Regulations related to IMDs (Link)
  • Enclosure 3- Requirement and Limits Applicable to Specific Services (Link)
• CMHDA Response regarding DMH Info Notice 10-02 Medi-Cal Coverage and Claiming for Beneficiaries in Institutions for Mental Diseases (Posted: March 1, 2010) (PDF 118 KB) 
• DMH letter to County Directors regarding Dual Eligible (Medi-Care/Medi-Cal) Claiming in Short Doyle Phase II (Posted: March 3, 2010) (PDF 244 KB)

 February 4, 2010:  Joint IT/FSC Meeting

• Agenda (Final) (PDF 34 KB)
• Financial Services Committee: Meeting Report (Posted: February 3, 2010) (PDF 17 KB)
• IT Committee: Meeting Report (PDF 52 KB)
• ADP SD/MC Phase II and Medi-Medi Update (February 1, 2010)
  
  • ADP Letter: RE: Current status of SD/MC substance use claims for dual eligibility for Medicare/Medicaid Services (January 29, 2010) (PDF 80 KB)
  • ADP Drug Medi-Cal (DMC) Bridge Resubmission for Phase 1 Claims (January 29, 2010) (Link)
  • Additional documents and information can be found online @ www.adp.ca.gov/dmc/dmc_billing.shtml
• CMHDA EPSDT FY 08/09 Calculation Tool (Posted: February 9, 2010) (Excel 95 KB)
• DRAFT - DMH Managed Care County Distributions (Posted: January 7, 2010) (PDF 15 KB)
• FY 10/11 Projected EPSDT Revenue Survey Results (Posted: February 3, 2010) (PDF 17 KB)
• Community Mental Health Services (CMHS) Block Grant/Substance Abuse And Mental Health Administration (SAMHSA) - California Allocations, FY 2008-09 and 2009-10 (January 25, 2010) (Link)
• CMHDA Preliminary Analysis of Governor's 2010-11 State Budget Proposal (Updated: January 11, 2010) (PDF 143 KB)
• Late Reason Code Handout - Welfare and Institutions Code, Section 14115a (Posted: February 3, 2010) (PDF 103 KB)
  • Read the full Welfare and Institutions Code @ www.leginfo.ca.gov and search under "California Law."
• DMH Info Notice 10-1, “Proposed Guidelines for the Mental Health Services Act (MHSA) Fiscal Year 2010/11 Annual Update to the Three-Year Program and Expenditure Plan” (Link)
  • Download the full Info Notice and any enclosures @ www.dmh.ca.gov/DMHDocs/2010_Notices.asp. 
    
• CIMH Training and Technical Assistance Webinar FAQ: MHSA Annual Update for FY 10/11 (January 29, 2010) (PDF 51 KB)
• DMH Approved MHSA -IT Technological Needs Projects - FY 2009/10 (January 29, 2010)
  (PDF 22 KB)
• DMH Approved MHSA Technological Needs IT - Funded Projects - High Level (January 29, 2010) (PDF 38 KB)
• DMH MHSA - IT High-Level Project Requests in Progress on (January 29, 2010)
  (PDF 13 KB)
  
• Materials for "County-to-County" Discussion will be distributed via email to county participants on Thursday, February 4, 2010.
• Referenced Materials:
  
  • SDMC Phase II Key Implementation Events and Dates (January 26, 2010) (Link)
  • Additional SD/MC Phase II Documents can be found on DMH ITWS website, https://mhhitws.cahwnet.gov/systems/sdmc/docs/public/short_doyle_-_medi-cal_phase_ii.asp
  • DMH Letter 10-02: Medi-Cal Coverage and Claiming for Beneficiaries in Institutions for Mental Diseases (February 2, 2010) (Link)
    • Enclosure 1- Medical Ancillary Services Billing Procedure Update (Link)
    • Enclosure 2- Selected State and Federal Statutes & Regulations related to IMDs (Link)
    • Enclosure 3- Requirement and Limits Applicable to Specific Services (Link)
      
  • COTS Update Handouts
    • Monthly Statement SD/MC Claims and Payments-Approved Submitted Claims (February 2009) (Posted: February 4, 2010) (PDF 188 KB)
    • Spreadsheet for Reporting Period Dec 1-Dec 31, 2009 (Posted: February 4, 2010) (PDF 53 KB)

 

January 14, 2010

• DMH Letter 10-01 Fiscal Year (FY) 2008-09 Cost Report Policy (Supersedes DMH Information Notice 09-18) (Posted: January 15, 2010) (Link)
• SD/MC Claims Processing Improvement Payment Timeline (Posted: January 14, 2010) (PDF 27 KB)

January 4, 2010

• December 28, 2009- DMH Information Notice 09-22: Implementation of the Annual Mental Health Services Act (MHSA) Revenue and Expenditure Report for Fiscal Year 2008-09 (8 Enclosures)
• SDMC Direct Services County Payment Status (Link) (Posted: January 4, 2010)
• SDMC Phase 2 - New Forms and Procedures for ADP Claims (Posted: January 4, 2010) (PDF 49 KB)
• Notification Letter to Field of New Certification and Form Requirements (Posted: January 4, 2010) (PDF 239 KB)
• Handout-CMS Audit Recommendations (Posted: December 17, 2009) (PDF 20 KB)
• Handout-DRAFT-DMH Managed Care County Distributions (Posted: January 7, 2010) (PDF 15 KB) 

2009 Handouts

December 24, 2009

• ARRA Federal Financial Reporting Requirements and County MHP Reporting Obligation (Posted: December 24, 2009)  (PDF 39 KB)

December 17, 2009

• CMS Audit Recommendations (Posted: December 17, 2009) (PDF 20 KB)

Small Counties Fiscal Call Handouts

12/07/09

• DMH Managed Care 09/10 Allocations (Posted: December 7, 2009) (PDF 12 KB)
• Small County Issues 12/4/09 Powerpoint (Posted: December 7, 2009) (PDF 110 KB)
• DMH Appendix for Companion Guide SD2 v4.1 denials (Posted: December 7, 2009) (PDF 26 KB) 
• FFP Status Report (Posted: December 7, 2009) (PDF 17 KB)
• DMH response to MHSA Audit Questions (Posted: December 7, 2009) (PDF 68 KB) 
• AB 3632 as of 9/2/09 to all counties SCO all FY claims 10/26/09 (Posted: December 7, 2009) (Excel 67 KB)

December 3, 2009

• 09/10 Managed Care Allocation Distribution (Posted: December 3, 2009) (PDF 12 KB)
• DMH Response to MHSA Audit Questions (Posted: December 3, 2009) (PDF 68 KB)
• SD/MC Claims Suspense Errors as of 11/25/09 (Posted: December 3, 2009) (PDF 59 KB) 
• SD/MC Claims on Suspense and Phase II Cut over Plans (Posted: December 3, 2009) (PDF KB)
• DRAFT FFP Status Interim Report (Posted: December 3, 2009) (PDF KB)

November 2009

• Short Doyle Webinar November 19, 2009 1:30pm-2:30pm (Posted: November 18, 2009) (PDF 16 KB
• SD/MC II Wave 1 Schedule Extension and Production testing dates shift; Waves 2 and 3 unchanged (G.Dawson) (Posted: November 12, 2009) (PDF 39 KB)
• SD/MC General Status Document 11/03/09 (Posted: November 6, 2009) (PDF 38 KB)

November 5, 2009

• 0911 FSC Handout-DMH Status of Cash Distributions (Posted: November 5, 2009) (PDF 63 KB)
• 0911 FSC Handout-Realignment Document (Posted: November 5, 2009) (PDF KB)
• MHSA Financial Audit Questions (M.Geiss) (Posted: September 3, 2009) (PDF 24 KB)
• DMH Cost Reporting Training, November 30, 2009-Click on for more info (Posted: November 5, 2009) (PDF 17 KB)
• AB 3632 2009/2010 Allocation (Posted: November 2, 2009) (MS Word 30 KB)
• AB3632 as of 9/2/09 to All Counties SCO all FY Claims Oct 26, 2009 (Posted: November 2, 2009) (PDF 67 KB)
• Handout-CMHDA Workgroup Recomendations Short Doyle II Phase Beta Testing  (Posted: October 30, 2009) (PDF 35 KB)
• Handout-Short Doyle II Phase Beta Testing State Response (Posted: November 4, 2009) (PDF 32 KB)
• Handout-Analysis of Costs over SMA Counties (Posted:October 30, 2009) (PDF 18 KB)
• Handout-E-1: State/County Population Estimates with Annual Percent Change (Posted: October 30, 2009) (Excel 53 KB)
• Handout-Cost over SMA E-1: State/County Population Estimates with Annual Percent Change (Posted: October 30, 2009) (Excel 35 KB)
• DMH Cash Distributions Update (October 15, 2009) (PDF 65 KB)
• DMH Information Notice 09-18 Fiscal Year (FY) 2008-09 Cost Report Policy (Supercedes DMH Letter 08-09) (Link)

October 22, 2009

• DMH Cost Report Training for October 29th is Postponed until November (Posted: October 22, 2009) (PDF 9 KB)
• DMH Cash Distributions Update (October 15, 2009) (PDF 65 KB)
• DMH Short Doyle MC II Update (October 13, 2009) (PDF 97 KB)

October 9, 2009

• FSC Question from Jeff Nottke for county input (Posted: October 9, 2009) (PDF 18 KB)

October 1, 2009 (Joint Financial Services / IT Committee Meeting)

• Meeting Agenda (PDF 34 KB)
• DHCS SD/MC Phase II Testing Flow and Response (September 17, 2009) (Link to ITWS)
• DMH EHR Baseline Map (September 29, 2009) (PDF 728 KB)
• CMHDA SD/MC Phase II Training Needs (September 22, 2009) (PDF 54 KB)
• DMH MHSA IT Funded Projects (September 28, 2009) (PDF 38 KB)
• DMH MHSA IT Requests in Progress (September 28, 2009) (PDF 15 KB)
• DMH County Claims Status Report (September 22, 2009) (Excel 140 KB)
• Financial Services Committee Meeting Report September 2009 (PDF 18 KB)
• 2010 Schedule of Financial Services Committee Meetings (PDF 20 KB)
• DMH Information Notice 09-16: MHSA Prudent Reserve (August 6, 2009) (Link)
• CMHDA Prudent Reserve Policy Summary (August 6, 2009) (PDF 40 KB)
• Follow up items from 10/01 Meeting:
• State Controller's Website (link) (Posted: October 2, 2009)
• DHCS Website, access login for F134 file (Posted: October 2, 2009)
• Stimulus Fund Reciepts ARRA  Reporting 9/28/09  (PDF 73 KB) (Posted:October 2, 2009) 

September 3, 2009

• 0909 FSC Handout- DRAFT 2009/2010 Financial Services Committee Goals and Accomplishments (Posted: September 3, 2009) (PDF 44 KB)
• 0909 FSC Handout-Pyschiatric Hospitals by County (Posted: September 3, 2009) (Excel 62 KB)
• Mono County Job Announcement: Mental Health Fiscal  and Administrative Officer (Posted: September 3, 2009) (PDF 524 KB)
• 0909 FSC Handout-MHSA Audit Questions for County to County Only (M. Geiss) (Posted: September 3, 2009) (PDF 24 KB)
• 0909 Informational FSC Handout-AB3632 Outstanding Liabilities (Posted: September 3, 2009) (PDF 125 KB)
• 0909 Informational FSC Handout-DRAFT SD/MC IT Testing Workgroup Memo (Posted: August 28, 2009) (PDF 75 KB)
• 0909 FSC Handout- DRAFT MHP Contract Boilerplate pgs.39-44 (Posted: August 28, 2009) (PDF 296 KB)
  

August 6, 2009

• 0908 FSC Handout- AB3632 Reconciliation of Categorical Funds (Posted: August 17, 2009 (PDF 19 KB)
• 0908 FSC Handout-AB3632 Reconciliation of Categorical Funds Excel Sheet (Posted: August 17, 2009 (PDF65 KB)
• 0908 FSC Informational Handout-Joint ACTTC CAO Memo on ARRA Accounting and Reporting Requirements (Posted: August 7, 2009)(PDF 133 KB)
• 0908 FSC Informational Handout-NACO ARRA Guidelines Summary (Posted: August 7, 2009)(PDF 132 KB)
• 0908 FSC Informational Handout-ARRA Recipient Reporting Data Model Memo (Posted: August 7, 2009) (PDF 924 KB)
• 0908 FSC Informational Handout-OMB Implementation Guidelines for ARRA 06/29/09 (Posted: August 7, 2009) (PDF 550 KB)
• 0908 FSC Follow-up Handout regarding CFDA Number for ARRA (Posted: August 6 ,2009) (PDF 9 KB)
• 2008-09 EPSDT SGF County Payment Ratios (Posted: August 5, 2009)(PDF 50 KB)

July 15, 2009

• DMH Info Notice 09-12 Regarding correct SMA Notice Now posted on DMH Website (Posted: July 17, 2009)
• FY SMA Notice (Posted: July 15, 2009) (PDF 12 KB)

July 7, 2009

• "Redeeming Registered Warrants: What You Need to Know," California State Treasurerhttp://www.treasurer.ca.gov/warrants/index.asp

July 2, 2009

• DMH Info Notice 09-09 Changes to the Short Doyle II Medi-Cal (SD/MC) II System (Posted: July 2, 2009) (PDF 180 KB)
• DRAFT-DMH Info Notice regarding Prudent Reserve (Posted: July 1, 2009) (PDF 285 KB)
• California State Controller's Office, Frequently Asked Questions about Registered Warrants (IOU's)(Posted: July 1, 2009)

June 15, 2009

• Hot Tip from Mike Geiss (Posted: June 19, 2009)(PDF 15 KB)
• MHSA Funds Deferral (Posted: June 18, 2009) (PDF 34 KB)
• Executive Order S-08-09 from California's Governor Arnold Schwarzenegger  (Posted: June 15, 2009) (PDF 43 KB) Click here for the direct link to the Office of the Governor
• Managed Care Analysis (Posted: June 15, 2009)(PDF 11KB)

June 4, 2009

• Revenue and Expenditure Email from DMH (Posted: June 9, 2009) (PDF KB)
• County A 06-07 Revenue and Expenditure Report (Posted: June 8, 2009) (Excel 463 KB)
• County A 07-08 Revenue and Expenditure Report (Posted: June 8, 2009) (Excel 561 KB)
• County B 06-07 Revenue and Expenditure Report (Posted: June 8, 2009) (Excel 453 KB)
• Draft DMH Letter to Mental Health Directors (Posted: June 8, 2009) (PDF 37 KB)
• Joint May Revision Mental Health Budget Memo (Posted: June 8, 2009)(PDF 263 KB)
• County Audit Questionairre Summary (Posted: June 8, 2009)(PDF 45 KB)
• DMH Managed Care/Community Services/Other Treatment for MH Managed Care State General Fund Summary (Posted: June 8, 2009)(PDF 70 KB)
• Allocation Options Spreadsheet (Posted: June 8, 2009)  (Excel 115 KB)
• Allocation Options AB 3632 Bullet Points (Posted: June 8, 2009) (PDF 18 KB)

May 4, 2009

• 0905 SD/MC SOC Claiming Document (M. Barteaux) (Posted: May 8, 2009) (PDF 24 KB)
• FSC Handout- Regarding County Code Eligibility Change C. Castaneda Update Email (Posted: May 7, 2009)  (PDF 15 KB)
• DMH Tracker Document, http://www.dmh.cahwnet.gov/Prop_63/MHSA/docs/Performance_Measurement/MHSA_PerformanceData.pdf (Posted: May 6, 2009)
• SPA Summary (Posted: May 5, 2009) (PDF 24 KB)
• FY 08-09 Community Mental Health Funding Overview (Posted: May 5, 2009) (PDF 28 KB)
• SDMC Phase 2 Conference call Follow up information from April 30, 2009 (Posted: May 1, 2009) (PDF 36 KB)
• SD/MC Denied Claims Statistics (Posted: May 6, 2009) ( PDF 61 KB)
  
• Mental Health SPA Coverage Matrix (Posted: April 28, 2009) (PDF 21 KB)
• A draft version of the Gross Billing document has been posted to ITWS under the Companion Guides section:https://mhhitws.cahwnet.gov/systems/sdmc/docs/public/short_doyle_-_medi-cal_phase_ii.asp
• A Note from Deputy Director Denise Arend Email Clarified by G. Ernst (Posted: April 22, 2009) (PDF 55 KB)
• Supplemental Rate SPA Language from DHCS (Posted:April 13, 2009)(PDF 30 KB) 

April 2, 2009 - Joint Financial Services / IT Committee Meeting

• Agenda (PDF 25 KB)
• Financial Services Committee - March 2009 Meeting Report (PDF 22 KB)
• IT Committee - March Meeting Report (PDF 49 KB)
• SD/MC II Implementation Review Agenda for April 7, 2009 (Posted: April 2, 2009) (PDF 235 KB)
• DHCS All County Welfare Director's Letter (ACWDL) 09-01regarding JUVENILE DETENTION FACILITY CONTACTS FOR SENATE BILL 1469 REQUIREMENTS (Posted: March 13, 2009) ( PDF 122 KB)
• DHCS All County Welfare Director's Letter (ACWDL) 09-010 regarding IMPLEMENTATION OF AB 1512 Torrico, Chapter 467, Statutes of 2007) (Posted: March 13, 2009) (PDF 66 KB)
• Revenue Presentation by M. Geiss (Posted: March 23, 2009) (Excel 65 KB)

March 5, 2009

• FSC Handout-(Posted: March 5, 2009)(PDF 802 KB)
  Duplicate Approval Overview (Posted: March 5, 2009) (PDF 14 KB)
• AB 754 Background Sheet CMHDA (Posted: March 4, 2009)(PDF 116 KB)
• AB 754 Support Letter CMHDA (Posted: March 4, 2009)(PDF 104 KB)
• Update to SD/MC Phase II Extension Schedule (Posted: March 2, 2009) (PDF 40 KB)
• Center on Budget and Policy Priorities, Recovery Act Provides Much Needed Assistance to States (Posted: February 19, 2009) (FMAP Detail pg. 6-8)(PDF 120 KB)
• California's Tax System, The California Budget Project, February 2009 (Posted: February 19, 2009) (PDF 237 KB)

February 5, 2009

• Senate Finance Stimulus Bill Package (Posted: January 23, 2009) (PDF 81 KB)
• Budget/MHSA Update Financial Presentation - Mike Geiss (January 15, 2009) (PDF 53 KB)
• All County Letter-Mental Health SPA (Posted: February 2, 2009)(PDF 67 KB)
• Short-Doyle II Update (Posted: February 3, 2009) (PDF 55 KB)
• CPE Reference Handout: http://cmhda.org/go/Portals/0/CMHDA Files/Committees/Financial Services/Agendas/42CFR433 51 _2_.pdf
• MHSA Revenue and Expenditure Reports FY 07-08 Status of County Submission as of Feb 2, 2009 (Posted: February 5, 2009) (PDF 89 KB)
• SCO is disbursing  FFP to counties (email) (Posted: February 10, 2009) (PDF 46 KB)
• CMS Final Report I, Review of California Incentive Payments Paid to Negotiated Rate Providers Participating in Short Doyle Medi-Cal Program (Posted: February 13, 2009) (PDF 971 KB)
• CMS Final Report II, Review of California Mental Health Over-Billing in the Short-Doyle Medi-Cal  Program for State Fiscal Year 2003-2004 (Posted: February 13, 2009) (PDF 802 KB)
• TANF/IV-E/ Medicaid IV-E Sections of Recovery Bill (Posted: February 17, 2009)(PDF 708 KB)

 January 8, 2009

• DMH Info Notice 86-26, Medi-Cal Share of Cost Claiming (September 25, 1986) (Posted: January 5, 2009) (PDF 2,718 KB)
• DMH Info Notice 09-01, Implementation of Annual Mental Health Services Act (MHSA) Revenue and Expenditure Report for Fiscal Year 2007-2008
• Governor's State Budget 09-10 Budget Overview (Posted: January 8, 2009) (PDF 37 KB)
• Notification of Program Integrity Audit Letter (Posted: January 8, 2009) (PDF 29 KB)
• Managed Care Entity Questionnairre (Posted: January 8, 2009) (PDF 31KB)
• Northern California Mental Health Administrator's Association Annoucement Jan 16, 2009 (Posted: January 8, 2009 (MS Word 28 KB)
• Northern California Mental Health Administrator's Association Flyer (Posted: January 8, 2009) (PDF 73 KB)
• Northern California Mental Health Administrator's Association 2009 Meeting Schedule (Posted: January 8, 2009) (MS Word 51 KB)
• DMH Information Notice 98-13, Uniform Method of Determining Ability to Pay UMDAP Brief (Posted: January 9, 2009)

2008 Handouts

December 4, 2008

• MHSA Fiscal Subcommittee Recommendations (Posted: December 4, 2008) (PDF 22 KB)
• Mark Heilman's Presentation please reference: DMH Home page http://www.dmh.ca.gov/default.aspThe specific info is under the "Prop 63" item on the left menu and the item to select on the Prop 63 page is "MHSA Fiscal References" (Posted: December 3, 2008)

November 6, 2008

• MHP Payment Provision (Posted: November 6, 2008) (PDF 34 KB)
• Managed Care Allocation FY 08/09 Final (Posted: October 30, 2008) (Excel 45 KB)
• Medicare and Medi-Cal Outpatient Mental Health Claims (D. Kingdon email) (Posted: October 28, 2008) (PDF 10 KB)

October 2, 2008 - Joint Financial Services / IT Committee Meeting

• Agenda (PDF 26 KB)
• State Controller's Office: “FY 08/09 New Base Reduced” and “FY 07-08 Base Missed” (PDF 20 KB)
• Financial Services Comm - September 2008 Meeting Report (PDF 20 KB)
• 2009 Combined Financial Services / IT Committee Schedules (PDF 20 KB)
• Additional handouts from DMH will be posted online when available.
  • SDMC Phase II Overview (PDF 67 KB)
  • SDMC Phase II Claim Splitting Summary (PDF 13 KB)
  • SDMC County Claiming Chart by Month of Approval (PDF 204 KB)
  • SDMC County Claiming Chart by Month of Service (PDF 202 KB)
  • Short Doyle/Medi-Cal Phase II Timeline (Posted: October 2, 2008) (PDF 64 KB)
  • TOC from Medi-Cal Billing Manual Version 1 (Posted: October 2, 2008) (PDF 39 KB)
  • SDMC Phase II Void and Replace Claims (Posted: October 2, 2008) (PDF 64 KB)
  • Excerpt from Aids Code Master Chart (Posted: October 2, 2008) (PDF 56 KB)
  • Posted: Thursday 10/2/08: ADP Discussion paper re Electronic Signatures (PDF 46 KB)
  • P.Ryan Joint FSC/IT powerpoint presentation (Posted: October 2, 2008) (excel)

September 4, 2008

• September Agenda 2008 (PDF 14 KB)
• August Meeting Report 2008 (PDF 18 KB)
• State Controller's Office, FY 08/09 New Base Reduced and FY 07-08 Base that was missed (PDF 201 KB)
• MHSA Estimated Funding based on the Governor's revised FY 08/09 Budgets and Deposits through 6/30/08 (Posted: August 29, 2008) (excel)
• EPSDT FY 07/08 Approved Dollars, FFP Dollars, SGF Dollars, County Share, and last complete month of claims by Service Date and By County (Posted: September 5, 2008) (PDF 149 KB)

August 7, 2008

• Draft-MHSA Agreement SFY 2005-06 through SFY 2008-09 (PDF KB)
• PCA Code Crosswork for Remittance Advice (MHSA) Fund Distributions (PDF KB)
• Short Doyle/ Medi-Cal Phase II DMH Void and Replace 837 Draft Companion (PDF 576 KB)
• Electronic Data Interchange Transaction Set Implementation Guide (PDF 2 MB)

July 3, 2008

• FY 2008-2009 DMH Allocations (Posted: July 3, 2008) (PDF 278 KB)
• DMH Information Notice 08-16, Plan Update Guidelines for Fiscal Year 2008/09 Addendum - Modified Process (Posted July 2, 2008)