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FINAL REPORT OF SANTA FE SUMMIT ’97
Preserving Quality And Value In the Managed Care Equation
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ACKNOWLEDGEMENTS & SUPPORTING DOCUMENTS
Section VII. Editor’s Note
Section VIII. Acknowledgements
Editor’s Note
As Program Chair of SANTA FE SUMMIT ’97, the task of editing
this report naturally fell to me. In a very real sense, it has been a joy. Yes, there have
been missed deadlines, confusions about intent and language and format, disagreements
about what’s in and what’s out, and the expected share of baffling computer
accidents. But in the process I have worked with colleagues across the country who have
been unfailingly responsive, cordial, competent and committed to this effort. The hours of
professional and personal time that are reflected in these relatively few pages is almost
incalculable—and the value of the process alone, without price.
Many, many hands have made this work possible, and yet I will
take the risk of singling out a few whose contributions were so signal that without them
the work would not have been completed. They are:
Larry Heller, our ACMHA executive, whose tirelessness and
patience are awesome. No request, however trivial, was ever met with anything less than
prompt, efficient results. He served as father/confessor and allowed me to air my
worries and frustrations—and always brought me back to the potential of the work.
My colleagues Eric Goplerud of SAMHSA,
Neal Adams
of Santa Clara County Mental Health, ACMHA President Bev Abbott of San Mateo County
Mental Health, and Sonja Schoenwald of the Medical University of South
Carolina—all were faithful and generous with their time, advice, and expertise far
beyond what could be reasonably asked of busy people.
Betty Downes of Santa Fe, without whose astonishing energy
we would not have ended the original SUMMIT meeting with the written product that formed
the foundation of this report.
Mary Jane England and HG Whittington, whose wisdom
and humor and vision helped make this task seem not only doable, but essential. Their
personal warmth and support served to make more than one rough patch smooth.
Jay Scully, my colleague (and , incidentally, my boss),
who appreciated the importance of the work not only for South Carolina, but for the field,
and who unfailingly supported my involvement.
And finally, of course, my family: Jennie, Dan
and Paul
have endured my endless stories of successes and setbacks with their characteristic
patience and humor. They often even convincingly feigned interest—who could ask for
more? They’re the best.
John Morris
Columbia, SC
January 28, 1998
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VIII.ACKNOWLEDGMENTS
The College recognizes with special gratitude the
following:
Dr. Robert Browne and Mr. Curtis McManus
and
their colleagues at the ELI LILLY CORPORATION for an unrestricted educational grant
that made SANTA FE SUMMIT 1997 possible.
Dr. Eric Goplerud and Dr. Ron Manderscheid
of
SAMHSA for the technical and financial support that enabled the work groups to
continue after Santa Fe.
Dr. Mary Jane England and the Washington
Business Group on Health for her role in the planning and execution of the SUMMIT.
Sybil Goldman, MSW and the Georgetown
Technical Assistance Center who served as contract agent for the SUMMIT follow-up.
Dr. Betty Downes of Santa Fe, New Mexico and
Dr.
Lawrence Heller of the ACMHA office, without whose technical and strategic
assistance none of this work would have been accomplished.
Our colleagues at the Human Services Research
Institute (HSRI) who provided technical assistance to the workgroups and did much of
the work on measurement.
Rob Gabriele of the National Mental Health
Association, who agreed to assume leadership of the Prevention work for this report.
Dr. Dan Fisher and Ms. Darby Penney who
met with the ACMHA Board immediately following the SUMMIT to review our work, and to Ms.
Laura
vanTosh and Ms. Darby Penney for their participation in a working meeting in DC
to produce the first comprehensive draft of the SUMMIT report.
The Conference Planning Committee and to the
Work
Group Moderators for their leadership, with special thanks to Dr. H. G. Whittington
and Dr. Mary Jane England for their skill in leading the dialogues in Santa Fe.
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To the following individuals who served as presenters at
the SANTA FE SUMMIT (in order of their appearance):
Dr. Joe Thompson representing the National
Committee on Quality Assurance (NCQA).
Dr. John Bartlett and Dr. Clarke Ross
representing American Managed Behavioral Healthcare Association (AMBHA).
Dr. Bob Cole (of the Washington Business Group
on Health) and Ms. Laurie Flynn (of the National Alliance for the Mentally
Ill) representing the Foundation for Accountability (FACCT).
Dr. Ron Manderscheid representing the
CMHS
Mental Health statistics Improvement Project Consumer Report Card initiative.
J. Alex Valdez, Esq., representing the
New
Mexico Department of Health.
Ms. Laurie Flynn and Dr. Donald Steinwachs
representing the National Alliance for the Mentally Ill=s NAMI
Roundtable.
Dr. Constance Pechura representing the
Institute
of Medicine.
Dr. Bob Browne representing Eli Lilly.
Dr. Eric Goplerud representing the Substance
Abuse and Mental Health Services Administration=s Managed Care
Initiative.
Dr. Barbara J. Burns (University of North Carolina),
Ms. Barbara Huff (Federation of Families for Children=s Mental
Health), Ms. Sybil Goldman (Georgetown Technical Assistance Center),
and Dr. Sonja
Schoenwald (Medical University of South Carolina) who presented a special panel on
children.
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Finally, it would be impossible for ACMHA to adequately
express our gratitude to the scores of people who gave hours of their precious time to
participate in follow-up conference calls, read countless drafts of committee reports and
summaries, and who showed a remarkable spirit of commitment to this challenging project.
Listed below are the members of the six work groups:
ACCESS:
Dr. Rama Khalsa and Dr. Gail Barton, Moderators
CHILDREN:
Dr. Barbara Burns, Ms. Connie Delmuth, Dr. Robert Cole
and Dr. Sonja Schoenwald, with assistance from:
OUTCOMES:
Ms. Beverly Abbott and Dr. Sheila Baler, Moderators
PREVENTION:
SANTA FE GROUP:
Moderators: Dr. Nancy Valentine and Ms. Sybil Goldman
CSAP/NMHA GROUP:
Moderator: Rob Gabriele
Members:
Mr. J.B. Bixler
Executive Director
Association of Community Mental Health Authorities of Illinois
National Association of County Behavioral Health Directors
Rural Route 1
Box 269
Springfield, IL 62707
P: (217) 544-5299
F: (217) 544-8092
Mr. Greg Brannan
Director of Business Development
Charter Behavioral Health System of Maryland at Potomac Ridge
14901 Broschart Road
Rockville, MD 20850
P: (301) 251-4576
F: (301) 424-3841
Dr. William Bukoski
Associate Director of Prevention Research
Coordination
National Institute on Drug Abuse
Parklawn Building, Suite 9A 53
5600 Fishers Lane
Rockville, MD 20857
P: (301) 443-2974
F: (301) 443-2636
Dr. Robert Cole
Director
Washington Business Group on Health
Suite 800
777 North Capitol Street, NE
Washington, DC 20002
P: (202) 408-9320
F: (202) 408-9332
Mr. Bruce Emery
Director
National Technical Assistance Center for State
Mental Health Planning
Suite 302
66 Canal Center Plaza
Alexandria, VA 22314
P: (703) 739-9333, ext. 28
F: (703) 548-9517
Dr. Michael Fishman
Assistant Director
Division of Maternal, Infant, Child and Adolescent Health
Maternal and Child Health Bureau
Parklawn Building, Room 18A-30
5600 Fishers Lane
Rockville, MD 20857
P: (301) 443-5372
F: (301) 443-1296
Dr. John Gates
Director
The Carter Center
One Copenhill
Atlanta, GA 30307
P: (404) 420-5165
F: (404) 420-5158
Ms. Sybil Goldman
Director
National Technical Assistance Center for Children's Mental Health
Georgetown University Child Development Center
Suite 401 3307 M Street, NW
Washington, DC 20007
P: (202) 687-5052
F: (202) 687-8899
Dr. Eric Goplerud
Associate Administrator
Office of Manage Care
Substance Abuse and
Mental Health Services Administration
Parklawn Building, Room 13C - 15
5600 Fishers Lane
Rockville, MD 20857
P: (301) 443-2817
F: (301) 443-8711
Mr. Thomas Gullotta
CEO
The Child and Family Agency
255 Hempstead Street
New London, CT 06320
P: (860) 443-2896
F: (860) 442-5909
Mr. Pete Holt
Government Programs
Value Behavioral Health
3110 Fairview Park Drive
Falls Church, VA 22042
P: (703) 208-8519
F: (703) 876-5644
Dr. Leighton Huey
Professor, Vice Chairman, and Medical Director
Department of Psychiatry Dartmouth Medical School
Dartmouth-Hitchcock Medical Center
One Medical Center Drive
Lebanon, NH 03756-0001
P: (603) 650-8558
F: (603) 650-5842
Dr. Nancy Kennedy
Director
Office of Managed Care
Center for Substance Abuse Prevention
Substance Abuse and
Mental Health Services Administration
Rockwall II, Suite 901
5600 Fishers Lane
Rockville, MD 20854
P: (301) 594-0788
F: (301) 443-1548
Ms. Amy Lockhart
Presidential Management Intern
Office of Early Childhood Concerns
Substance Abuse and Mental Health Services Administration
Rockwall II, Room 950 5600 Fishe-rs Lane
Rockville, MD 20857
P: (301) 443-0519
F: (301) 443-7878
Dr. Wallace Mandell
Professor
Department of Mental Hygiene
School of Hygiene and Public Health
The Johns Hopkins University 3932 Cloverhill Road
Baltimore, MD 21218
P: (410) 955-3889
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Ms. Phyllis E. Marshall
Consultant
1375 Walnut Avenue
Annapolis, MD 21403
P: (410) 280-6774
F: (410) 280-6774
Dr. John Morgan
Director
Clinical and Prevention Services
Chesterfield Mental Health
Mental Retardation, and Substance Abuse Services
P.O. Box 92
Chesterfield, VA 23832
P: (804) 768-7201
F: (804) 768-9205
Dr. Patricia Mrazek
Consultant
7107 Laverock Lane
Bethesda, MD 20817
P: (301) 320-0045
F: (301) 320-5740
Dr. Ricardo Munoz
Professor
Department of Psychiatry
University of California, San Francisco
Suite 7M
1001 Potrero Avenue
San Francisco, CA 34110
P: (415) 206-5214
F: (415) 206-8942
Ms. Wilma Pinnock
Program Assistant
Office of Managed Care
Center for Substance Abuse Prevention
Substance Abuse and Mental Health Services Administration
Rockwall II, Suite 901
5600 Fishers Lane
Rockville, MD 20857
P: (301) 594-0788
F: (301) 443-1548
Dr. Mark Publicker
Chief, Addiction Medicine
Kaiser, Mid-Atlantic Region Kaiser Permanente
Suite 300
8550 Lee Highway
Merrifield, VA 22031
P: (703) 207-2853
F: (703) 207-2838
Ms. Gail Ritchie
Public Health Adviser
Special Programs
Development Branch
Center for Mental Health Services Substance Abuse
and Mental Health Services Administration
Parklawn Building, Room 18C-07
5600 Fishers Lane
Rockville, MD 20857
P: (301) 443-7790
F: (301) 443-7912
Dr. Elizabeth Robertson
Team Leader
Prevention Research Branch
Division of Epidemiology and Prevention Research,
National Institute on DrugAbuse
Parklawn Building, Room 9A-53
5600 Fishers Lane
Rockville, MD 20857
P: (301) 443-1514
F: (301) 443-2636
Mr. James Robinson
Vice President of Special Programs
Managed Healthcare Systems
Fifth Floor
7 Hanover Square
New York, NY 10004
P: (212) 509-5999
F: (212) 509-2966
Ms. Sheri Rucker
Senior Public Health Advisor
Office of Managed Care
Center for Substance Abuse and Mental Health Services Administration
Rockwall II, Suite 901
5600 Fishers Lane
Rockville, MD 20857
P: (301) 594-0788
F: (301) 443-1548
Mr. Philip Salzman
Director of Prevention and Managed Care
Advocates for Human Potential, Inc.
323 Boston Post Road
Sudbury, MA 01776
P: (508) 443-0055, ext. 226
F: (508) 443-4722
Ms. Clare Sharda
Director of Accreditation Policy
National Committee for Quality Assurance
Suite 500
2000 L Street, NW
Washington, DC 20036
P: (202) 955-3517
F: (202) 955-3599
Ms. Shelagh Smith
Senior Public Health Adviser
Office of Managed Care
Center for Mental Health Services
Substance Abuse and Mental Health Services Administration
Parklawn Building, Room 15-105
5600 Fishers Lane
Rockville, MD 20857
P: (301) 443-4782
F: (301) 443-1563
Dr. Gail Stuart
Professor
Colleges of Nursing and Medicine
Center for Health Care Research
Medical University of South Carolina
Strom Thurmond Research Building Room 630
171 Ashley Avenue
Charleston, SC 29425
P: (803) 953-6617
F: (803) 792-5567
Ms. Betty Tableman
Director
Prevention Services
1515 Moores River Drive
Lansing , MI 48910
P: (517) 335-0124
F: (517) 335-2667
Ms. Christina Thompson
National EAP Director
Green Spring Health Services, Inc.
5565 Sterrett Place
Columbia, MD 21044
P: (410) 964-8019
F: (410) 740-8573
Dr. Nancy Valentine
Chief Consultant
Nursing Strategic Healthcare Group
Department of Veterans Affairs
810 Vermont Avenue, NW
Washington, DC 20420
P: (202) 273-8421
F: (202) 273-9066
Mr. Charles Williams
Senior Public Health Adviser
Office of Managed Care
Center for Substance Abuse Prevention Substance Abuse and Mental Health
Services Administration
Rockwall II, Suite 901
5600 Fishers Lane
Rockville, MD 20857
P: (301) 443-5254
F: (301) 443-5254
Ms. Irene Wozny
National Mental Health Association Board of
Directors
2121 East Baltimore Street
Baltimore, MD 21231
P: (410) 767-4100
F: (410) 333-7097
PROCESS:
Dr. Neal Adams and Dr. Eric Goplerud. Moderators
STRUCTURE:
Dr. Richard Elpers and Mr. John Morris, Moderators
Program Chair and Editor:
John Morris
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