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It explains how CMAs can transition, the timeline to meet designation criteria, how HHs support CMAs through technical assistance and TA calls, and limits or requirements related to AOT service. The Q&A also clarifies caseload ratio rules (including the 1:20 maximum), mixed caseload considerations, and reporting expectations such as CFR, while addressing care management models and mixed staffing approaches.","Specialty Mental Health Care Management Question and Answers  \nMay 11th, 2021  \n\n| Category | Question | Answer |\n| --- | --- | --- |\n| Provisional DesignationsAction Plan | Who is required to complete an Action Plan? | Only CMAs who received a provisional designation for SMH CM will need to complete an Action Plan. |\n| Provisional DesignationsAction Plan | What if an agency is provisionally designated and then doesn’t meet the requirements set out by the action plan? Will the CMA be able to continue to serve the HH+ SMI population? Will they be able to continue to receive new HH+ referrals? | The Action Plan itself does not have to be met as it is only a tool to support the CMA during the SMHCMA Designation Collaboration process and build structures the CMA may need to improve HH+ rates and meet designation criteria. CMAs issued provisional designation will generally have 6 months to meet designation criteria, where they will then attest to meeting Specialty MH CM requirements. CMAs may continue to receive new HH+ referrals during their provisional status.\u003Cbr>CMAs who do not achieve the designation criteria and/or unable to attest, will no longer be considered for SMH CMA designation and therefore will no longer be able to accept new referrals and will have only a transitional time to continue to bill for HH+ . |\n| Provisional DesignationsAction Plan | What will be the lead HHs role be in the action planning process for provisionally designated SMH CMAs? | Lead HHs will work with their provisionally designated SMH CMAs to support the action planning process and any areas in which CMAshave identified as areas of need. |\n| Provisional DesignationsAction Plan | What is the role of HHs throughout the designation process for SMH CMAs? | The Action Planning process involves OMH working directly with the CMAs to provide support and technical assistance with the goal of improving HH+ service delivery. HHs are invited to attend OMH/CMA TA calls to better support CMAs in this effort. CMAs are also encouraged to share Action Plans with their lead HHs. |\n| AOT | Does this provisional approval authorize all SMH CMAs to provide for AOT? | No, only SMH CMAs currently serving AOT will continue to serve the AOT population. We will be looking at making changes to who can serve the AOT population as needed. |\n| AOT | If we currently serve AOT in one of the 4 counties we serve, is there a possibility for us to be approved to serve AOT in the other counties as well? | During transition, we are only having CMAs currently serving AOT continue to serve in their previously approved counties. We will be looking at making changes to who can serve the AOT population as needed. |\n\n| AOT | Will the face to face for AOT be reduced to 2 face to face contacts per month? | AOT contacts will remain 4 face-to-face contacts. |\n| --- | --- | --- |\n| Attestation | Should HHs continue to submit their HH+ Attestation to OMH/DOH? | Yes, HHs will need to continue to submit HH+ Attestations to DOH and OMH for CMAs who are designated as SMH CMAs and have not yet been included on the HHs attestation. The HH attestation allows for HH+ billing. |\n| Attestation | Where do we get the SMH CMA Attestation to complete? | The SMH CMA attestation can be found here:\u003Cbr>[https://omh.ny.gov/omhweb/adults/health_homes/a](https://omh.ny.gov/omhweb/adults/health_homes/a)[ttestation-for-designated-specialty-mh-cmas.pdf](ttestation-for-designated-specialty-mh-cmas.pdf) |\n| Billing | Are any of the billing or coding details changing at the health home level? | No, the same HH+ rate code will be used by HHs for SMH CMAs to bill HH+ . |\n| Billing | How will the Specialty MH CMAs bill? Will that be via the lead Health Home or directly to the MCO. | Billing will not change. CMAs will continue to bill through the lead HHs. |\n| Caseload size | Do we need to increase caseloads to 1:20 or can we keep them lower if that works for our CMA? | The 1:20 caseload is just the max caseload size. Based on","cbCaihMMSSHFPJg0","https://ap.wps.com/l/cbCaihMMSSHFPJg0","pdf",257277,12,"English","en",105,"# Provisional DesignationsAction Plan\n## Who must complete an Action Plan\n## Transition requirements and eligibility\n## Lead HHs role\n## HHs role throughout designation\n# AOT\n## Eligibility and approvals during transition\n## Face-to-face contact requirements\n# Attestation\n## HH+ attestation submission requirements\n## Where to find SMH CMA attestation\n# Billing\n## Health home billing codes and billing pathway\n# Caseload size\n## Maximum ratio timing and flexibility\n## Mixed caseload rules across health homes\n# CFR reporting\n# CM models\n## Using multiple care management models\n## Mixed caseload staffing feasibility\n## Weighted system and minimum member counts","[{\"question\":\"Who is required to complete an Action Plan under the provisional designation process?\",\"answer\":\"Only CMAs that received a provisional designation for SMH CM must complete an Action Plan.\"},{\"question\":\"What happens if a CMA does not meet the designation criteria during the provisional period?\",\"answer\":\"CMAs that do not achieve the designation criteria and/or cannot attest will no longer be considered for SMH CMA designation, will not be able to accept new referrals, and will have only a transitional time to continue billing for HH+.\"},{\"question\":\"What is the 1:20 caseload ratio, and when does it apply?\",\"answer\":\"The 1:20 caseload is the maximum caseload size intended to be flexible based on factors such as acuity, staffing, population served, geography, and locality needs. It applies as of the issuance of updated HH+ guidance in February 2021.\"}]","Specialty Mental Health Care Management Question and Answers - May 11th, 2021 | PDF",1790963486,{"code":4,"msg":81,"data":82},"ok",{"site_id":75,"language":74,"slug":83,"title":65,"keywords":84,"description":66,"schema_data":85,"social_meta":139,"head_meta":141,"extra_data":143,"updated_unix":144},"specialty-mental-health-care-management-question-and-answers-may-11th-2021","",{"@graph":86,"@context":138},[87,101,121],{"@type":88,"itemListElement":89},"BreadcrumbList",[90,94,96,99],{"item":91,"name":92,"@type":93,"position":8},"https://docshare.wps.com","Home","ListItem",{"item":95,"name":9,"@type":93,"position":14},"https://docshare.wps.com/document/",{"item":97,"name":35,"@type":93,"position":98},"https://docshare.wps.com/document/healthcare/",3,{"item":100,"name":65,"@type":93,"position":19},"https://docshare.wps.com/document/specialty-mental-health-care-management-question-and-answers-may-11th-2021/497672/",{"url":100,"name":65,"@type":102,"image":103,"author":108,"headline":65,"publisher":110,"fileFormat":113,"inLanguage":74,"description":66,"dateModified":114,"datePublished":115,"encodingFormat":113,"isAccessibleForFree":116,"interactionStatistic":117},"DigitalDocument",{"url":104,"@type":105,"width":106,"height":107},"https://docshare.wps.com/thumbnails/specialty-mental-health-care-management-question-and-answers-may-11th-2021/497672.png","ImageObject",300,407,{"name":63,"@type":109},"Person",{"url":91,"name":111,"@type":112},"DocShare","Organization","application/pdf","2026-11-10","2026-10-02",true,{"@type":118,"interactionType":119,"userInteractionCount":39},"InteractionCounter",{"@type":120},"ViewAction",{"@type":122,"mainEntity":123},"FAQPage",[124,130,134],{"name":125,"@type":126,"acceptedAnswer":127},"Who is required to complete an Action Plan under the provisional designation process?","Question",{"text":128,"@type":129},"Only CMAs that received a provisional designation for SMH CM must complete an Action Plan.","Answer",{"name":131,"@type":126,"acceptedAnswer":132},"What happens if a CMA does not meet the designation criteria during the provisional period?",{"text":133,"@type":129},"CMAs that do not achieve the designation criteria and/or cannot attest will no longer be considered for SMH CMA designation, will not be able to accept new referrals, and will have only a transitional time to continue billing for HH+.",{"name":135,"@type":126,"acceptedAnswer":136},"What is the 1:20 caseload ratio, and when does it apply?",{"text":137,"@type":129},"The 1:20 caseload is the maximum caseload size intended to be flexible based on factors such as acuity, staffing, population served, geography, and locality needs. It applies as of the issuance of updated HH+ guidance in February 2021.","https://schema.org",{"og:url":100,"og:type":140,"og:title":65,"og:site_name":111,"og:description":66},"article",{"robots":142,"canonical":100},"index,follow",{"doc_id":61,"site_id":75},1791435771]