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Rosie D.
Reforming the Mental Health System in Massachusetts
 

Complete Document Library

The Library contains a large volume of the most useful documents developed in the Rosie D. case, including documents related to the initial litigation, the remedy and its implementation, as well as home-based services throughout the country. 

The Library is divided into multiple folders that track the evolution and issues in the case.


Rosie D. Litigation

Complaint

Complaint (2001)

Discovery

Access to records cases (2003)

Access to non-class members’ records memo (2004)

Access to non-class members’ records opposition (2004)

Answers to defendants’ request for admissions (2004)

Answers to defendants’ first interrogatories (2003)

Answers to defendants’ second interrogatories (2004)

Answers to defendants’ third interrogatories (2004)

Confidentiality – state law (2002)

Document index template

Plaintiffs’ first interrogatories to Medicaid (2003)

Plaintiffs’ first interrogatories to human service agencies (2003)

Plaintiffs’ second interrogatories to human service agencies (2004)

Plaintiffs’ first document request (2003)

Plaintiffs’ second document request (2004)

Dismissal

Defendants’ Motion to Dismiss (2002)

Plaintiffs’ Opposition to Motion to Dismiss (2002)

Defendants’ Appeal brief re: Motion to Dismiss (2002)

Plaintiffs’ Appeal brief re: Motion to Dismiss (2002)

Amici NeHelp Appeal brief re: Motion to Dismiss (2002)

Court of Appeals decision (2002)

Experts Reports - Plaintiffs

Beyer, Marty – client review

Beyer, Marty – program review

Burns, Barbara – literature review

Burns, Barbara - rebuttal

Conroy, James – client review

Conroy, James – utilization data review

Friedman, Robert

Greer, Dr. James – client review

Joyner, Narell – client review

Kamradt, Bruce – program review

Koyanagi, Chris – other states

Nace, David – other states  

Rogers, Sally – client review

Rosenbaum, Sara

Sutherland, Michael – client review

Valentine, Carl – fiscal review

Whitaker, Beth – client review

White, Marci – client review

Expert Reports - Defendants

Bickman, Leonard – effectiveness of home-based services

Bickman, Leonard (rebuttal) -- effectiveness

Foster, Michael - cost of home-based services

Goldstein, Richard - sampling                     

Magnus, Stephen – sampling

Metz, Peter – implementation of home-based services

Judgment

Court judgment and approved remedial plan (2007)

Court judgment – decision (2007)

Motions

Class certification memo (2002)

Class certification opposition (2002)

Class certification reply (2002)

Opposition to Defs’ Motion in limine re: clinical review (2005)

Opposition to Defs’ Motion in limine re: cost analysis (2005)

Opposition to Defs’ Motion in limine re: report of Koyanagi (2005)

Opposition to Defs’ Motion in limine re: legal opinions on EPSDT (2005)

Opposition to Defs’ Motion in limine re: relevance of other states (2005)    

Opposition to Defs’ Motion in limine re: rebuttal experts (2005)

Opposition to Defs’ Motion in limine re: reliability of client reviews (2005)

Opposition to Defs’ Motion in limine re: use of treating physicians (2005)

Pls’ Motion in limine re: fact cut-off date (2005)

Pls’ Motion in limine re: effectiveness of home-based services (2005)

Protective order (2001)

Protective order amended (2004)

Summary judgment memo (2005)

Summary judgment opposition (2005)

Plaintiffs' Memorandum in Support of their Motion for an Award of Attorneys' Fees & Costs (12/07)

Remedial Plans

Defendants’ proposed remedial plan (2006)

Defendants’ memo on remedial plan (2006)

Plaintiffs’ proposed remedial plan (2006)

Plaintiffs’ memo on remedial plan (2006)

Affidavits

Friedman, Robert - Affidavit (2006)       

Funk, Betty - Affidavit (2006)

Greer, Dr. Jim - Affidavit (2006)  

Kamradt, Bruce - Affidavit (2006)

Keller, Dr. David - Affidavit (2006)        

Knisley, Marti - Affidavit (2006)   

Lambert, Lisa - Affidavit (2006)   

Rotto, Knute - Affidavit (2006)    

Valentine, Carl - Affidavit (2006)

White, Marci - Affidavit (2006)    

Court decision on plans (2007)

Trial 

Defendants’ exhibit list (2005)

Defendants’ findings of fact and conclusions of law (2005)

Defendants’ trial memo (2005)

Defendants’ witness list (2005)

Plaintiffs’ exhibit list (2005)

Plaintiffs findings of fact and conclusions of law (2005)

Plaintiffs findings of fact and conclusions of law – reply (2005)

Plaintiffs’ trial memo (2005)

Plaintiffs’ witness list (2005)

Litigation plan (2004)

Trial summary (2005)

Decision

Decision (2006)

Decision summary (2006)

Decision QA (2006)

Fee Decision (2009)

 

Rosie D. Remedy and Implementation

Pathway to home-based services flow chart (2006)

Assessment

CANS-MA

Community Service Agencies (CSA)

Community Service Agency (CSA) Request for Response (RFR)

CSA Providers 2009

CSA Contact Information

Operations Manual

MassHealth Survey on MCE & CSA Interface, January 2010

Covered Services

State Plan Amendments (SPA) – EPSDT services

State Plan Amendments (SPA) – Targeted Case Management

Revised SPA for EPSDT services

CMS approved SPA for EPSDT services (6/09)

Revised SPA for targeted case management program ICC

State's RAI response

CMS approved State Plan Amendment (SPA) 12/08

MBHP Emergency Services Providers

Covered Services: Providers

Mobile Crisis Intervention

Intensive Care Coordination

Crisis Stabilization

Family Partners

In-Home Therapy

In-Home Behavior Services

Therapeutic Mentoring

Covered Services: Medical Necessity Criteria

In-Home Behavioral Services

Crisis Stabilization

Intensive Care Coordination

In-Home Therapy Services

Mobile Crisis Intervention

Family Support and Training

Therapeutic Mentoring Services

Covered Services: Performance Specifications

In-Home Behavioral Services

Crisis Stabilization

Intensive Care Coordination

In-Home Therapy Services

Mobile Crisis Intervention

Family Support and Training

Therapeutic Mentoring Services

Covered Services: Powerpoint Presentations

Children's Behavioral Health Initiative Services

In-Home Behavioral Services

In-Home Therapy Services

Therapeutic Mentoring Services

Data and Research

Behavioral Health Screening Reports

               December 31, 2007 - December 31, 2013

CANS Reports

2009-2010 CANS Analysis
CANS data July - December 2010, Usage for all MCEs

CANS data July 2010 - September 2011
CANS data July 2010 - March 2012

CSA Reports

July 2010
August 2010
September 2010
October 2010
November 2010
December 2010
February 2011

March 2011

May 2011
June 2011

October 2011
November 2011
December 2011

January 2012

February 2012
March 2012

May 2012
June 2012
July 2012
August 2012
September 2012
October 2012
November 2012
December 2012
January 2013
February 2013
March 2013
April 2013
May 2013
June 2013
July 2013
December 2013
June 2014

CSR Reports & Monitor's Role

Stipulation on Monitor’s Role and Responsibilities

2010 CSR Regional Report - Metro Boston (preliminary)

2010 CSR Regional Report - Metro Boston (final)

2010 CSR Regional Report - Central MA

2010 CSR Regional Report - Northeastern MA

2010 CSR Regional Report - Southeastern MA (preliminary)

2010 CSR Regional Report - Southeastern MA (final)

2010 CSR Regional Report for Western MA

Statewide CSR Annual Report, FY 2010-2011

2011 CSR Regional Boston/Metro Boston

2011 CSR Regional Central MA

2011 CSR Regional Report - Northeastern MA (preliminary)

2011 CSR Regional Report - Northeastern MA (final)


2011 CSR Regional Report - Southeastern MA (preliminary)


2011 CSR Regional Report - Southeastern (final)


2011 CSR Regional Report - Western MA (preliminary)

2011 CSR Regional Report - Western MA (final)

Statewide CSR Annual Report, FY 2011-2012
 

ICC Waitlist Reports

August 2012
January 2013
February 2013
May 2013

MCI Monthly Encounters Reports

July 2009 - May 2014

MPR Reports

October 2015


Service Utilization Reports:

July 1, 2009 - December 31, 2009
July 1, 2009 - March 31, 2010
July 1, 2009 - June 30, 2010
July 1, 2010 - December 31, 2010
July 1, 2010 - March 31, 2011
July 1, 2010 - June 30, 2011
July 1, 2011 - September 30, 2011
July 1, 2011 - December 31, 2011
July 1, 2011 - March 31, 2012
July 1, 2013 - September 30, 2013
July 1, 2013 - March 31, 2013


System of Care Practice Review (SOCPR)
        Western, May 2014 
        Southeast, March 2014
        Central, January 2014
        Northeast, October 2013
        Metro Boston, June 2013

Wraparound Reports

Wraparound Fidelity Index/Team Observation Measure Report 2010
Wraparound Fidelity Index/Team Observation Measure Report 2011

Education & Training

Reforming The Medicaid Children's Mental Health System
Rosie D. Questions and Answers

Reforming the Medicaid Children's Mental Health System: 
What Schools Should Know about Rosie D.

Rosie D. v. Patrick: Transforming the Children’s Mental Health System in Massachusetts (2007) (ppt) – general

Rosie D. v. Patrick: Transforming the Children’s Mental Health System in Massachusetts (2007) (ppt) – family edition

Rosie D.: Overview of the Litigation (2009)(ppt) – legal edition

Evaluating Wraparound Services

Eligibility

Serious emotional disturbance: IDEA regs

Serious emotional disturbance: SAMHSA regs

Serious emotional disturbance: IDEA and SAMHSA compared

Evaluation 

Outcomes: assessment instruments

Outcomes: child functioning principles

Outcomes: performance monitoring overview

Outcomes: wraparound fidelity index

        Informing

EPSDT notice (2007)

MassHealth Enrollment guide (2007)

MassHealth Member Fact Sheet

MassHealth Member Notice

MassHealth Provider Fact Sheet

PCC Contract Amendment

PCC Member Handbook

PCC Provider Manual

Boston Medical Center Member Handbook

Fallon Community Health Plan Member Handbook

MBHP Member Handbook (2007)

MCI Practice Guidelines

Neighborhood Health Plan Member Handbook

Motions

Eligibility for Services

Medicaid expansion populations memo (2007)

Medicaid expansion populations supplemental memo (2007)

Interim Services and Family Stabilization Teams (FST)

Defendants' Memorandum re: FST prior to full remedy implementation

Judge's Proposed Order on Interim Services

Defendants' Amended Memorandum re: FST prior to full remedy implementation

Judge's Memorandum re: Provision of Interim Services

       Modification of Implementation Dates

        Defendant EOHHS' Motion to Modify Judgment

      Defendant EOHHS' Memorandum of Law in Support of its Motion to Modify Judgment

      Plaintiffs' Opposition to Defendant EOHHS' Motion to Modify Judgment

      Memorandum and Order Regarding Defendants' Motion to Modify Judgment (2/2009)

In-Home Behavioral Services Staff and Eligibility Criteria

Plaintiffs' Emergency Motion to Require Adherence to Published Specifications and Criteria for In-Home Behavioral Services and to Shorten Time for Response

Defendants' Opposition to Plaintiffs' Emergency Motion to Require Adherance to Published Specifications and Criteria for In-Home Behavioral Services

Plaintiffs' Reply to Defendants' Opposition to Emergency Motion

Waiting Lists for ICC Services

Plaintiffs' Proposed Order on Waiting Lists

Defendants' Response to Plaintiffs' Proposed Order

Plaintiffs' Motion to Ensure Timely Access to Remedial Services

Plaintiffs' Memorandum in Support of Their Motion to Ensure Timely Access to Remedial Services

Defendants' Opposition to Plaintiffs' Motion for Order to Ensure Timely Access to Remedial Services

Plaintiffs' Reply to Defendants' Opposition to Motion for an Order to Ensure Timely Access to Remedial Services

Monitor's Use of "CSR" Community Service Review 

Defendants' Motion for Clarification

Defendants' Memorandum in Support of their Motion for Clarification

Affidavit of Emily Sherwood (Exhibit A) 
     Sherwood Exhibit 1
     Sherwood Exhibit 2
     Sherwood Exhibit 3
     Sherwood Exhibit 4
     Sherwood Exhibit 5

Affidavit of Hannah Karpman (Exhibit B)
Affidavit of Stephen Barnard (Exhibit C)

Plaintiffs' Opposition to Motion for Clarification

Affidavit of Dr. Robert Friedman (Exhibit 1)
Affidavit of Dr. Ivor Groves (Exhibit 2)

Defendants' Reply to Plaintiffs' Opposition

Affidavit of Dr. Mary I. Armstrong (Exhibit A)

Defendants' Renewed Motion for Clarification of Jundgment As It Pertains to Monitor's CSRs

Affidavit of Jack Simons (Exhibit A)

Plaintiffs' Opposition to Defendants' Renewed Motion for Clarification of Judgment

Affidavit of Dr. Ray Foster (Exhibit 1)

Reports on Disengagement

Plaintiffs' Disengagement Report 4/13

Plaintiffs' Response to Defs' Supplemental Filing on Disengagement Criteria 10/12

Defendants' Reports on Status

        Defendants’ First Report - 6/07

Defendants’ Second Report - 11/07

Defendants’ Third Report - 5/08

Defendants' Status Report - 10/08

Defendants' Fourth Report - 11/08

Defendants' Fifth Report - 3/09

Defendants' Sixth Report - 5/09

Defendants' Seventh Report - 7/09

Defendants' Eighth Report - 9/09

Defendants' Ninth Report - 12/09 

Defendants' Ninth Supplemental Report 2/10

Defendants' Tenth Report - 5/10

Defs' Tenth Report Exhibit 1

Defs' Tenth Report Exhibit 2

Defendants' Eleventh Report - 6/10

Defendants' Status Report on Crisis Stabilization 6/10

Defendants' Twelfth Report 11/10

Defs' 12th report - Exhibit 1
Defs' 12th report - Exhibit 2
Defs' 12th report - Exhibit 3
Defs' 12th report - Exhibit 4
Defendants' Thirteenth Report 5/11

Defendants' Fourteenth Report - 1/12

Defs' 14th Report - Exhibit 1
Defs' 14th Report - Exhibit 6
Defs' 14th Report - Exhibit 9
Defs' 14th Report - Exhibit 11

Defendants' Fifteenth Report - 5/12
Defendants' Sixteenth Report 12/12 
Defendants' Seventeenth Report 5/13

Defendant's Eighteenth Report 12/13

Defs' 18th Report - Exhibit

Defendants' Nineteenth Report - 3/14

Defs' 19th Report - Exhibit A
Defs' 19th Report - Exhibit B
Defendants' 20th Report - 6/14 
Defendants' 21st Report - 9/14
Defendants' 22nd Report - 12/14
Defendants' 23rd Report - 5/15
Defendants' 24th Report 9/15
Plaintiffs' Reports on Status
Plaintiffs’ First Report - 7/07

Plaintiffs’ Second Report - 10/07

Plaintiffs’ Third Report - 12/07

Plaintiffs' Fourth Report - 3/08

Plaintiffs' Fifth Report - 6/08

Plaintiffs' Sixth Report - 10/08

Plaintiffs' Supplemental Sixth Report - 11/08

Plaintiffs' Seventh Report - 12/08

Plaintiffs' Eighth Report - 4/09

Plaintiffs' Ninth Report - 5/09

Plaintiffs' Tenth Report - 7/09

Plaintiffs' Eleventh Report - 9/09

Plaintiffs' Twelfth Report - 12/09

Plaintiffs' Twelfth Supplemental Report - 2/10

Plaintiffs' Thirteenth Report - 5/10

Plaintiffs' Fourteenth Report - 6/10

Plaintiffs' Fifteenth Report - 1/11

Ex. 1 - CBHI Service Utilization Report

Plaintiffs' Sixteenth Report - 6/11

Plaintiffs' Seventeenth Report - 1/12

Affidavit of Steven J. Schwartz

Plaintiffs' Eighteenth Report - 6/12

Plaintiffs' Twentieth Report - 6/13

Plaintiffs' Twenty-first Report - 9/13

Plaintiffs' Twenty-second Report - 12/13

Plaintiffs' Twenty-third Report 3/13

Plaintiffs' Twenty-fourth Report 6/14

Plaintiffs' Twenty-fifth Report 9/14

Plaintiffs' Twenty-sixth Report 12/14

Plaintiffs' Twenty-seventh Report 5/15

Plaintiffs' Twenty-eighth Report 9/15

Plaintiffs' Twenty-ninth Report - 12/7/15

Plaintiffs' Thirtieth Report - 2/29/16 

Plaintiffs' Thirty-first Report - 5/26/16

Plaintiffs' Thirty-second Report 9/20/16

Exhibit 1 - Proposed Order on Outpatient Services 

Exhibit 2 - Plaintiff’s Summary of Remaining Disengagement Criteria and Proposed Outcome Measures 

Exhibit 3 - Massachusetts Practice Review Protocol Practice Indicators and Ratings Scales

Screening

       Medicaid manual – EPSDT requirements

Massachusetts regulations – revised (2007)

Massachusetts screening procedures – revised Appendix W (2007)

Massachusetts billing procedures – revised Appendix Z (2007)

       MassHealth transmittal letter (2007)

MassHealth screening instruments (2007)

State Agency Protocols

Department of Children and Families (DCF)

Department of Developmental Services (DDS)

Department of Mental Health (DMH)

Department of Public Health (DPH)

Department of Youth Services (DYS)

Conflict Resolution Process for Care Planning Teams in ICC

System Design

Plaintiffs' RFI response

Utilization Management

Service Utilization Parameters 

Questions and Answers

Core Components of Home-Based Services for Children

Developing a System of Home-Based Services for Children: Key Elements and Legal Requirements under EPSDT

Evaluating the Need for Home-Based Services for Children

Home-Based Services in Selected States

Home-Based Services Remedy

Rosie D. v. Romney - Plaintiffs' Final Remedial Plan Appendix

Using Home-Based Remedial in Other States

Using Medicaid to Obtain Home-Based Services for Children with SED

Press Coverage

Boston Globe article

Springfield Republican editorial

EPSDT

CMS State Medicaid Manual – Chapter 5

Medicaid Act – federal statutes

42 U.S.C. § 1396a(a)(43)

42 U.S.C. § 1396d(r)

42 U.S.C. § 1396d(a)(4)

Federal regulations

42 C.F.R. § 441.56

Massachusetts regulations

130 C.M.R. § 450.130

130 C.M.R. § 450.140

Medical Necessity

Case List

Memorandum and Case List (2002)

Memo to SAMHSA - Medical necessity under the EPSDT program: when is coverage required?  (2002)

NHeLP Advocate's Guide to the Medicaid Program
(available for purchase)

Juvenile Justice

Rosie D. v. Romney: Committee for Public Counsel Services


NHeLP EPSDT Case Dockets and Developments

General 7/07

Mental and Behavioral Health7/04

Home-Based Services - Massachusetts

Report on home-based services in Massachusetts (2005)

MHSPY Massachusetts – covered services (2004)

MHSPY Massachusetts – waiver services

MHSPY-CFFC comparison (2005)

Home-Based Services – Other States

Arizona – J.K.

Principles
Community Review Instrument

California – Katie A.

Indiana -- Dawn

Wraparound Milwaukee

Questions and Answers:

Mental Health Screening and Assessment in the Juvenile Justice System: Self- Incrimination and Issues and Potential Solutions

Treatment Alternatives to Incarceration for Juvenile Offenders with Psychiatric and Emotional Disabilities: Effective Services and Potential Legal Strategies

Legal Advocacy Network

Rosie D. Advocacy Training (powerpoint presentation)

Miscellaneous

Report of the Governor’s Commission on Children’s Mental Health (2005)

MassHealth Survey on MCE & CSA Interface, January 2010

Center for Public Representation

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