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Palliative Care in Medi-Cal (SB 1004) Resource Center

Engaging Patients and Providers

Once Medi-Cal managed care plans (MCPs) and palliative care provider organizations have identified potentially eligible patients, someone will need to contact them to review the services being offered and to complete the enrollment process. Approaches to engaging with patients vary, with differences in timing, means of making contact, which organization makes contact, and so on; however, the goal of all approaches is to maximize the proportion of eligible patients who accept services.
    • SB 1004 Basics
    • Patient Population
    • Services, Costs, Payment
    • Engaging Patients and Providers
    • Optimizing for Success
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Referral processes can have a huge impact — positive or negative — on the proportion of eligible patients who eventually receive services. Referral processes cover two core areas: engaging with referring providers, and referral workflows.

This section of the SB 1004 Resource Center reviews strategies for engaging patients, strategies for engaging providers who might refer eligible patients, and options for optimizing referral workflows.

An overview slide deck (PDF) covers core concepts about this topic, and features responses to a 2019 survey that CHCF administered to MCPs and PC providers regarding their experiences in their first year of SB 1004 implementation.

MCPs and palliative care providers can use the summary of SB 1004 Promising Practices: Engaging Patients (PDF) and SB 1004 Promising Practices: Referral Processes (PDF) to identify ways they may add to or modify their current approaches. Both documents summarize challenges and promising practices identified by MCPs and palliative care providers who have been delivering SB 1004 palliative care.

Document Downloads

Slides: Engaging Patients and Providers (PDF)

SB 1004 Promising Practices: Engaging Patients (PDF)

SB 1004 Promising Practices: Referral Processes (PDF)

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