The BHEAM Blueprint:

A framework for accessible behavioral health services for Spanish-speaking immigrants

Contents

            •   

Community health worker (CHW)

            •   

Therapist

            •   

Case manager

            •   

Medication management provider

            •   

Peer recovery specialist (PRS)

            •   

Non-clinical staff

            •   

Volunteers

1. Introduction

Created in 2022, Behavioral Health Equity Across Maryland (BHEAM) is an innovative program that provides free, culturally and linguistically tailored behavioral health services to Spanish-speaking adults in Maryland.

The program was funded by a pilot grant from the federal Substance Abuse and Mental Health Services Administration (SAMHSA) through the Maryland Department of Health, Prevention and Health Promotion Administration and is led by Kathleen Page M.D., Professor in the Division of Infectious Diseases at Johns Hopkins University School of Medicine.

When Dr. Page and her team first began creating a framework for BHEAM, they looked for existing models  from other communities in the U.S. Casa del Salud in St. Louis was one resource that provided helpful direction and advice, but otherwise they found very few programs to model.

So, the team built on their experience in public health, social work, health care, and working with this population in other settings, including the community health programs of CentroSOL in Baltimore, to create an operating framework.

While immigrant populations and needs vary across the nation, the BHEAM program design can provide a sound starting point for those who want to replicate these types of services in other communities.

2. Essential elements of the model

The BHEAM framework was designed from the ground up to meet the unique and often complex needs of Spanish-speaking adults who are uninsured.

Based on the founders’ past experience working with Latino immigrants, it was clear the program design should incorporate three proven elements:

Conversations with trusted community health workers
Whole-person screening and treatment in community settings

  • Spanish-language interventions
  • Conversations with trusted community health workers
  • Whole-person screening and treatment in community settings

3. Defining your scope

Defining both clear boundaries of service capabilities and strong partnerships are essential for any program with limited resources.

BHEAM case manager Ivan Arellan puts it this way:

“A key element of creating a program like BHEAM is operating within our scope of services and practice to the clients. We specialize in depression, anxiety, substance abuse, and PTSD. By limiting ourselves to these areas we can maximize the quality we provide to our patients thus yielding better outcomes.”

In particular, partnerships are essential for securing higher levels of care for acutely ill clients. For example, it is vital to have partners who can meet client needs for outpatient day programs, inpatient substance use treatment, etc. and to make those referrals directly. This enables the organization to circumvent common practices such as directing clients to call 911 or going to the nearest hospital emergency room, both of which are problematic for this population because of lack of trust, lack of insurance, fear of police, and other barriers.

Arellan adds:

“There are scenarios in which clients referred to us are out of our scope, and as much as we would love to provide support, we know taking on the case would result in lower-quality of care. So we decided as a program to connect with other organizations to help fill services in which we cannot provide.

This is another key element to success. The BHEAM program has partnered with many organizations and programs in the Baltimore area to ensure a ‘warm handoff’ to their services. Creating connections to a variety of behavioral health organizations and programs not only creates partnerships, but also brings awareness of services that a patient might need.”

4. Population

BHEAM serves uninsured, Spanish-speaking immigrants who are 18 years or older and have symptoms of post-traumatic stress, depression, anxiety, alcohol use disorder, or substance use disorder.

5. Services

BHEAM staff provide outreach, clinical care, case management, and navigation to resources — all in Spanish and at no cost to the client.

Key program design components include:

  • Community health worker support from trained bilingual professionals who can build trust with the community served
  • Bilingual, trauma-informed therapy and case management
  • Spanish-language support groups
  • Longitudinal follow-ups to assess patient needs and adjust therapies as needed
  • Alliances with mental health providers, leaders, and community members who facilitate free and easily accessible services in Spanish
  • Partnerships with referral organizations to increase access to care, such as local health departments, low-cost community clinics, or hospital clinics
  • Referrals and warm handoffs to resources who serve the same population
  • Care coordination with partner service providers to share key information about client needs and optimize services and outcomes
  • Qualitative and quantitative monitoring of the program through patient follow-up surveys

6. Establishing relationships

Design your program around trusted community organizations. Relationships with other non-profit service providers will be vital to the success and efficiency of your program. Your partnerships will serve diverse purposes, including expanding your reach and capacity.

Ideally, you will link up with organizations and providers that have earned the trust of the Spanish-speaking immigrant population. This maximizes the accessibility of your services, facilitates trust in your program, creates a consistently positive and culturally competent patient experience, uplevels the quality of wraparound services, and leads to strong and engaging partnerships.

    1. Start with one or two “champion” partners

From the beginning, partner closely with one or two established partners that serve the population you do and share complimentary missions. At BHEAM, we launched our services with two community partners where our services are integrated and our staff is embedded.

    2.  Build relationships with a broader network

Reach out to other organizations in your community that serve your target population. Learn what they do, and let them know the scope of your services. These partnerships will create a two-way referral network to expand the range of services you can help clients access.

    3.  Look for opportunities to partner with non-clinical
    service providers

Such as pro-bono legal advisors, who can address barriers that add to client stress and mental health burdens.

If these kinds of organizations are not established in your community, build relationships with organizations that are ready to share in your vision. You may need to:

  • Ask about their challenges, experiences and concerns. What have they seen? What is difficult for their staff? What are their barriers?
  • Help them understand the need and essential components for success, such as  language accessibility, signage, staff education, and free or low-cost care
  • Encourage your mission-driven colleagues to take the first steps, and support one another in the change process

7. Consider co-location

If you don’t have existing facilities where you will provide services, locate where your population already seeks care. Struggling with behavioral health difficulties only adds to the barriers to care that Spanish-speaking patients and their loved ones already face. Integrating with existing partners removes the burden of taking additional time off work or child care or transportation from individuals who face numerous access challenges every day. Co-locating in a community care setting connects you to individuals where they are. Established infrastructure can provide a pathway to the necessary insurance, safety, and patient protocols that are required for operating a mental health program.

BHEAM clinical personnel are embedded at and work in partnership with existing community organizations that serve as patient referral sources and/or patient resource centers. A key BHEAM partner organization is Esperanza Center, where we have designated offices and share communal spaces for meetings and group therapy sessions, and whose health care providers refer eligible patients to BHEAM.

A key partner

Esperanza Center is a well established and comprehensive resource center for Spanish-speaking immigrants in Baltimore. Their services range from health care to legal services to ESOL classes. Esperanza Center's primary care providers can refer patients to BHEAM for behavioral health assessment on-site. This dramatically reduces the time and distance between referral and treatment. Esperanza Center values our presence as a service to their clients, so they provide space for us free of charge. Renting space from a trusted and strategically-located community-based organization is another option for co-location.

Be resourceful

Absent a “perfect” partner like this, explore other familiar and comfortable community spaces such as local Latino businesses, daycare facilities, health departments, community colleges, or recreation centers.

Whether you are considering your own spaces or shared facilities, keep in mind the factors that may influence your clients’ willingness to come to you, such as:

  • Is the location close to where your clients live and congregate?
  • Is the location in an area that is familiar and comfortable for the population you serve?
  • Is the location served by public transportation?

If public transportation and accessible infrastructure are not in place, explore solutions such as deploying bilingual signage and partnering with transportation providers.

8. Building your team

The BHEAM program team is a group of bilingual professionals, many of whom are native Spanish speakers.

Ideally, you will want to hire staff with linguistic fluency (Spanish and English); diverse cultural backgrounds and experiences (U.S. and Latin America), and familiarity with the Spanish-speaking immigrant experience.

There are several essential roles in the clinical pathway.

Community health worker (CHW)

The BHEAM model is CHW-driven. The CHW is typically the first touchpoint for clients, providing expert, compassionate, and trauma-informed screening and assessment in Spanish; brief interventions as necessary; and a warm handoff to a therapist and case manager.

The CHW and case manager also facilitate group therapy sessions in Spanish

“I think part of what makes our community health worker so successful is that she has a background in mental health and the clinical knowledge necessary to assess mental health needs.  She is also able to orient clients to the therapeutic process so that when they start therapy they are already informed, engaged, and motivated.”

Gracie Greenberg, clinical social worker and therapist at BHEAM

The ideal CHW has:

  • Advocacy and community capacity-building skills
  • Effective oral and written communication skills in Spanish
  • Cultural competency
  • Understanding of ethics and confidentiality issues
  • Knowledge of local resources and system navigation
  • Care coordination support skills
  • Teaching skills to promote health behavior change
  • Outreach methods and strategies
  • Understanding of public health concepts and health literacy

“Our community health worker is an integral part of the team. She is the first person the patient comes in contact with when they are introduced to the BHEAM program. She is a native Colombian who knows the Latino community well. From the start, she helps break the stigma of mental health that many Latinos have. She helps build trust and a sense of comfort as they begin their mental health therapy journey.”

  Ivan Arellan, BHEAM case manager

Case manager

Vulnerable patients face social barriers that can frequently be overcome with basic assistance with food, bills, housing, employment, or life skills.

The case worker can provide clients with logistical and practical help, such as:

  • Public benefits navigation:
  • SNAP benefits and nutrition assistance (food banks)
  • WIC enrollment
  • Medicaid enrollment
  • Hospital bill management and navigation
  • Obtaining Identification (MD ID/passports/driver’s license/Casa de Maryland)
  • Connecting to free or low-cost primary care
  • Transportation to appointments
  • Employment assistance (searching and applying)
  • Legal support (U Visa cases)
  • Educational assistance (higher education/English classes)

Medication management provider

A clear chain of command and accountability is essential for effective and compliant medication management. Local policies, institutional policies, and the experience level of team members will be factors in system design. In many cases, the therapy team will need access to an MD or behavioral health nurse practitioner to provide medication management.

Peer recovery specialist (PRS)

Peer support specialists have been successful in the recovery process and help others experiencing similar situations.

“Peer support assists individuals to engage or stay connected to the recovery process through a shared understanding, respect, and mutual empowerment. Peer support extends beyond the reach of clinical treatment into the everyday environment providing non-clinical, strengths-based support. This relationship can help lay the foundation for SAMHSA’s four dimensions of recovery.” (source: SAMHSA)

BHEAM’s PRS is embedded at our partner agency Helping Up Mission, which had an early-stage Latino outreach program when BHEAM approached them to explore collaboration. BHEAM now provides support for a PRS, which is another way to expand capacity without creating an entirely new program.

Non-clinical staff

You will need a professional to manage administrative activities such as hiring, payroll, communications, development and daily operations. At BHEAM, our program manager is also responsible for building key organizational relationships and partnerships, referral workflows, policies and procedures, which is an essential function in our model. Alternatively, a case manager may be well situated to handle partnership outreach.

Volunteers

Augment roles and build capacity in your organization with bilingual volunteers. You may even find that your current clients become future advocates who are eager to get involved and help others in their community.

9. Designing the patient experience

The patient journey at BHEAM typically follows this path:

  • 1. Email referral: Patient referrals to BHEAM come in via one centralized email from diverse providers and sources, including Johns Hopkins-affiliated and other community clinics, hospitals, and emergency departments. Frequently, a primary care provider concerned about a patient’s well-being will make the initial referral. Some patients self-refer.
  • 2. Assessment: The CHW contacts the client by phone for a 20 to 30-minute mental health assessment and screening for depression, anxiety, “SUD, AUD” - substance use disorder, alcohol use disorder, and social needs.  If the client is eligible and interested in therapy, the CHW refers them for intake with a therapist and case manager and makes a warm handoff. If the client is not eligible for therapy, the CHW or case manager provides resources and educational information as needed.
  • 3. Therapy, pharmacotherapy, and case management.  Patients are eligible for weekly therapy sessions, and all are invited to participate in group support sessions (see appendix B for more information on running successful group sessions). Medication management and case management take place throughout the process as needed.
  • 4. Referral feedback. The CHW stays in contact with the referring provider or individual to close the loop.

    “We offer providers a complete loop of services. When we receive a referral, we assure the provider that the referral has been received and we will reach back out when our BHEAM assessment has been completed. We continue to provide updates on the patient to the referring provider until the patient has completed therapy, with updates on the outcomes. If the patient falls out of contact or is no longer interested, we will also provide feedback on their decision and coordinate with the referring provider on next steps.”

  • Ivan Arellan, case manager
  • 5. Three-month follow-up and quality assessment: The CHW contacts the patient three months after therapy ends to identify any ongoing needs and to get feedback for improving the program and patient experience.

Finding a balance for self-referral

For mature programs, self-referral can be incorporated into the patient journey. BHEAM wanted to efficiently expand access to self-screening and referral. The team deployed a digital kiosk at a Latino church where a brief “self-check” screening is available along with hotline information for crisis assistance.

10. Lessons learned

Work culture matters

Your staff will make or break your program. Maintaining a flexible, positive, and empowered work culture are essential to attracting and retaining compassionate and qualified staff. This is hard work. Create schedule flexibility and design roles to have variability. Enable all staff to develop solutions and bring ideas and partners to the table.

Support your community health worker

The CHW is a cornerstone of your program, but they cannot and should not do it all. Be sure your CHW has access to a clinical resource for support and consultation. Identify your CHW’s unique strengths and interests and develop a training and growth plan if desired. The CHW can be an effective force for client engagement and advocacy in many settings. Let their voice be heard at the program table and with external partners.

Stay high-touch and low-tech

A high-touch and low-tech approach (i.e., hotline and text messaging) has been critical to overcoming digital, language, and health literacy barriers at BHEAM. BHEAM partnered with WelTel, an evidence-based, HIPAA-secure text messaging platform, to engage low-income LEP Latinos in healthcare.

Find ways to do more with less

“Ask the doctor” sessions are an example of how programs can find low- or no-cost ways to increase impact. At BHEAM, the medical director will periodically join group therapy sessions and prompt discussions about mental health or other topics of interest to the group. These one-to-many sessions are valuable in two ways. They give patients another touchpoint for accurate health care information in a comfortable setting and in Spanish. They also give BHEAM staff insight into the health issues patients care about and what misinformation may be circulating in the community.

Build partnerships, but start slow

“When creating a successful partnership, we always begin slow with referrals in order to assure that we will provide quality care,” says Ivan Arellan. “We begin our partnership with only one patient to ensure the partnership is a good fit and the patient is fully benefiting from our services. This process creates trust that we will provide quality services to our shared patients.”

Find the right funders

Securing financial support from a funder or funders that understand the need for your program is essential. Seek out funders that demonstrate a commitment to investing in health equity for the Spanish-speaking immigrant population and understand the value of innovative public health programs. One of BHEAM’s strongest champions has been our funder, the Maryland Department of Health’s Prevention and Health Promotion Administration.

Be effective and compassionate

  • Recruit with inspiration: In hiring, emphasize creating and imagining the possibilities. Potential team members should know that they are a part of something entrepreneurial and important.
  • Be practical: These programs don’t generate revenue. Find ways to add value to existing systems of care (e.g. HIV testing, other health screenings)
  • Make it easy. Be flexible but smart. Say yes whenever you can. Design your program to be easy for people. Try to sustain broad eligibility requirements so that your program is known for opening doors and reducing barriers for patients, providers, and stakeholders.
  • Grow: Identify opportunities to market your program internally and externally through strategic meetings, conferences, and other professional development pathways.
  • Focus on needed professional development: Area agencies may offer free or low-cost training for the behavioral health workforce.
  • Celebrate: Mark the big and small achievements.

11. Download the blueprint in PDF format:

PDF file

Introduction

Created in 2022, Behavioral Health Equity Across Maryland (BHEAM) is an innovative program that provides free, culturally and linguistically tailored behavioral health services to Spanish-speaking adults in Maryland.

The program was funded by a pilot grant from the federal Substance Abuse and Mental Health Services Administration (SAMHSA) through the Maryland Department of Health, Prevention and Health Promotion Administration and is led by Kathleen Page M.D., Professor in the Division of Infectious Diseases at Johns Hopkins University School of Medicine.

When Dr. Page and her team first began creating a framework for BHEAM, they looked for existing models  from other communities in the U.S. Casa del Salud in St. Louis was one resource that provided helpful direction and advice, but otherwise they found very few programs to model.

So, the team built on their experience in public health, social work, health care, and working with this population in other settings, including the community health programs of CentroSOL in Baltimore, to create an operating framework.

While immigrant populations and needs vary across the nation, the BHEAM program design can provide a sound starting point for those who want to replicate these types of services in other communities.

Essential elements of the model

The BHEAM framework was designed from the ground up to meet the unique and often complex needs of Spanish-speaking adults who are uninsured.

Based on the founders’ past experience working with Latino immigrants, it was clear the program design should incorporate three proven elements:

Conversations with trusted community health workers
Whole-person screening and treatment in community settings

  • Spanish-language interventions
  • Conversations with trusted community health workers
  • Whole-person screening and treatment in community settings

Defining your scope

Defining both clear boundaries of service capabilities and strong partnerships are essential for any program with limited resources.

BHEAM case manager Ivan Arellan puts it this way:

“A key element of creating a program like BHEAM is operating within our scope of services and practice to the clients. We specialize in depression, anxiety, substance abuse, and PTSD. By limiting ourselves to these areas we can maximize the quality we provide to our patients thus yielding better outcomes.”

In particular, partnerships are essential for securing higher levels of care for acutely ill clients. For example, it is vital to have partners who can meet client needs for outpatient day programs, inpatient substance use treatment, etc. and to make those referrals directly. This enables the organization to circumvent common practices such as directing clients to call 911 or going to the nearest hospital emergency room, both of which are problematic for this population because of lack of trust, lack of insurance, fear of police, and other barriers.

Arellan adds:

“There are scenarios in which clients referred to us are out of our scope, and as much as we would love to provide support, we know taking on the case would result in lower-quality of care. So we decided as a program to connect with other organizations to help fill services in which we cannot provide.

This is another key element to success. The BHEAM program has partnered with many organizations and programs in the Baltimore area to ensure a ‘warm handoff’ to their services. Creating connections to a variety of behavioral health organizations and programs not only creates partnerships, but also brings awareness of services that a patient might need.”

Population

BHEAM serves uninsured, Spanish-speaking immigrants who are 18 years or older and have symptoms of post-traumatic stress, depression, anxiety, alcohol use disorder, or substance use disorder.

Services

BHEAM staff provide outreach, clinical care, case management, and navigation to resources — all in Spanish and at no cost to the client.

Key program design components include:

  • Community health worker support from trained bilingual professionals who can build trust with the community served
  • Bilingual, trauma-informed therapy and case management
  • Spanish-language support groups
  • Longitudinal follow-ups to assess patient needs and adjust therapies as needed
  • Alliances with mental health providers, leaders, and community members who facilitate free and easily accessible services in Spanish
  • Partnerships with referral organizations to increase access to care, such as local health departments, low-cost community clinics, or hospital clinics
  • Referrals and warm handoffs to resources who serve the same population
  • Care coordination with partner service providers to share key information about client needs and optimize services and outcomes
  • Qualitative and quantitative monitoring of the program through patient follow-up surveys

Establishing relationships

Design your program around trusted community organizations. Relationships with other non-profit service providers will be vital to the success and efficiency of your program. Your partnerships will serve diverse purposes, including expanding your reach and capacity.

Ideally, you will link up with organizations and providers that have earned the trust of the Spanish-speaking immigrant population. This maximizes the accessibility of your services, facilitates trust in your program, creates a consistently positive and culturally competent patient experience, uplevels the quality of wraparound services, and leads to strong and engaging partnerships.

    1. Start with one or two “champion” partners

From the beginning, partner closely with one or two established partners that serve the population you do and share complimentary missions. At BHEAM, we launched our services with two community partners where our services are integrated and our staff is embedded.

    2.  Build relationships with a broader network

Reach out to other organizations in your community that serve your target population. Learn what they do, and let them know the scope of your services. These partnerships will create a two-way referral network to expand the range of services you can help clients access.

    3.  Look for opportunities to partner with non-clinical
    service providers

Such as pro-bono legal advisors, who can address barriers that add to client stress and mental health burdens.

If these kinds of organizations are not established in your community, build relationships with organizations that are ready to share in your vision. You may need to:

  • Ask about their challenges, experiences and concerns. What have they seen? What is difficult for their staff? What are their barriers?
  • Help them understand the need and essential components for success, such as  language accessibility, signage, staff education, and free or low-cost care
  • Encourage your mission-driven colleagues to take the first steps, and support one another in the change process

Considerco-location

If you don’t have existing facilities where you will provide services, locate where your population already seeks care. Struggling with behavioral health difficulties only adds to the barriers to care that Spanish-speaking patients and their loved ones already face. Integrating with existing partners removes the burden of taking additional time off work or child care or transportation from individuals who face numerous access challenges every day. Co-locating in a community care setting connects you to individuals where they are. Established infrastructure can provide a pathway to the necessary insurance, safety, and patient protocols that are required for operating a mental health program.

BHEAM clinical personnel are embedded at and work in partnership with existing community organizations that serve as patient referral sources and/or patient resource centers. A key BHEAM partner organization is Esperanza Center, where we have designated offices and share communal spaces for meetings and group therapy sessions, and whose health care providers refer eligible patients to BHEAM.

A key partner

Esperanza Center is a well established and comprehensive resource center for Spanish-speaking immigrants in Baltimore. Their services range from health care to legal services to ESOL classes. Esperanza Center's primary care providers can refer patients to BHEAM for behavioral health assessment on-site. This dramatically reduces the time and distance between referral and treatment. Esperanza Center values our presence as a service to their clients, so they provide space for us free of charge. Renting space from a trusted and strategically-located community-based organization is another option for co-location.

Be resourceful

Absent a “perfect” partner like this, explore other familiar and comfortable community spaces such as local Latino businesses, daycare facilities, health departments, community colleges, or recreation centers.

Whether you are considering your own spaces or shared facilities, keep in mind the factors that may influence your clients’ willingness to come to you, such as:

  • Is the location close to where your clients live and congregate?
  • Is the location in an area that is familiar and comfortable for the population you serve?
  • Is the location served by public transportation?

If public transportation and accessible infrastructure are not in place, explore solutions such as deploying bilingual signage and partnering with transportation providers.

Building your team

The BHEAM program team is a group of bilingual professionals, many of whom are native Spanish speakers.

Ideally, you will want to hire staff with linguistic fluency (Spanish and English); diverse cultural backgrounds and experiences (U.S. and Latin America), and familiarity with the Spanish-speaking immigrant experience.

There are several essential roles in the clinical pathway.

Community health worker (CHW)

The BHEAM model is CHW-driven. The CHW is typically the first touchpoint for clients, providing expert, compassionate, and trauma-informed screening and assessment in Spanish; brief interventions as necessary; and a warm handoff to a therapist and case manager.

The CHW and case manager also facilitate group therapy sessions in Spanish

“I think part of what makes our community health worker so successful is that she has a background in mental health and the clinical knowledge necessary to assess mental health needs.  She is also able to orient clients to the therapeutic process so that when they start therapy they are already informed, engaged, and motivated.”

Gracie Greenberg, clinical social worker and therapist at BHEAM

The ideal CHW has:

  • Advocacy and community capacity-building skills
  • Effective oral and written communication skills in Spanish
  • Cultural competency
  • Understanding of ethics and confidentiality issues
  • Knowledge of local resources and system navigation
  • Care coordination support skills
  • Teaching skills to promote health behavior change
  • Outreach methods and strategies
  • Understanding of public health concepts and health literacy

“Our community health worker is an integral part of the team. She is the first person the patient comes in contact with when they are introduced to the BHEAM program. She is a native Colombian who knows the Latino community well. From the start, she helps break the stigma of mental health that many Latinos have. She helps build trust and a sense of comfort as they begin their mental health therapy journey.”

  Ivan Arellan, BHEAM case manager

Case manager

Vulnerable patients face social barriers that can frequently be overcome with basic assistance with food, bills, housing, employment, or life skills.

The case worker can provide clients with logistical and practical help, such as:

  • Public benefits navigation:
  • SNAP benefits and nutrition assistance (food banks)
  • WIC enrollment
  • Medicaid enrollment
  • Hospital bill management and navigation
  • Obtaining Identification (MD ID/passports/driver’s license/Casa de Maryland)
  • Connecting to free or low-cost primary care
  • Transportation to appointments
  • Employment assistance (searching and applying)
  • Legal support (U Visa cases)
  • Educational assistance (higher education/English classes)

Medication management provider

A clear chain of command and accountability is essential for effective and compliant medication management. Local policies, institutional policies, and the experience level of team members will be factors in system design. In many cases, the therapy team will need access to an MD or behavioral health nurse practitioner to provide medication management.

Peer recovery specialist (PRS)

Peer support specialists have been successful in the recovery process and help others experiencing similar situations.

“Peer support assists individuals to engage or stay connected to the recovery process through a shared understanding, respect, and mutual empowerment. Peer support extends beyond the reach of clinical treatment into the everyday environment providing non-clinical, strengths-based support. This relationship can help lay the foundation for SAMHSA’s four dimensions of recovery.” (source: SAMHSA)

BHEAM’s PRS is embedded at our partner agency Helping Up Mission, which had an early-stage Latino outreach program when BHEAM approached them to explore collaboration. BHEAM now provides support for a PRS, which is another way to expand capacity without creating an entirely new program.

Non-clinical staff

You will need a professional to manage administrative activities such as hiring, payroll, communications, development and daily operations. At BHEAM, our program manager is also responsible for building key organizational relationships and partnerships, referral workflows, policies and procedures, which is an essential function in our model. Alternatively, a case manager may be well situated to handle partnership outreach.

Volunteers

Augment roles and build capacity in your organization with bilingual volunteers. You may even find that your current clients become future advocates who are eager to get involved and help others in their community.

Designing the patient experience

The patient journey at BHEAM typically follows this path:

  • Email referral: Patient referrals to BHEAM come in via one centralized email from diverse providers and sources, including Johns Hopkins-affiliated and other community clinics, hospitals, and emergency departments. Frequently, a primary care provider concerned about a patient’s well-being will make the initial referral. Some patients self-refer.
  • Assessment: The CHW contacts the client by phone for a 20 to 30-minute mental health assessment and screening for depression, anxiety, “SUD, AUD” - substance use disorder, alcohol use disorder, and social needs.  If the client is eligible and interested in therapy, the CHW refers them for intake with a therapist and case manager and makes a warm handoff. If the client is not eligible for therapy, the CHW or case manager provides resources and educational information as needed.
  • Therapy, pharmacotherapy, and case management.  Patients are eligible for weekly therapy sessions, and all are invited to participate in group support sessions (see appendix B for more information on running successful group sessions). Medication management and case management take place throughout the process as needed.
  • Referral feedback. The CHW stays in contact with the referring provider or individual to close the loop.

    “We offer providers a complete loop of services. When we receive a referral, we assure the provider that the referral has been received and we will reach back out when our BHEAM assessment has been completed. We continue to provide updates on the patient to the referring provider until the patient has completed therapy, with updates on the outcomes. If the patient falls out of contact or is no longer interested, we will also provide feedback on their decision and coordinate with the referring provider on next steps.”

  • Ivan Arellan, case manager
  • Three-month follow-up and quality assessment: The CHW contacts the patient three months after therapy ends to identify any ongoing needs and to get feedback for improving the program and patient experience.

Finding a balance for self-referral

For mature programs, self-referral can be incorporated into the patient journey. BHEAM wanted to efficiently expand access to self-screening and referral. The team deployed a digital kiosk at a Latino church where a brief “self-check” screening is available along with hotline information for crisis assistance.

Lessons learned

Work culture matters

Your staff will make or break your program. Maintaining a flexible, positive, and empowered work culture are essential to attracting and retaining compassionate and qualified staff. This is hard work. Create schedule flexibility and design roles to have variability. Enable all staff to develop solutions and bring ideas and partners to the table.

Support your community health worker

The CHW is a cornerstone of your program, but they cannot and should not do it all. Be sure your CHW has access to a clinical resource for support and consultation. Identify your CHW’s unique strengths and interests and develop a training and growth plan if desired. The CHW can be an effective force for client engagement and advocacy in many settings. Let their voice be heard at the program table and with external partners.

Stay high-touch and low-tech

A high-touch and low-tech approach (i.e., hotline and text messaging) has been critical to overcoming digital, language, and health literacy barriers at BHEAM. BHEAM partnered with WelTel, an evidence-based, HIPAA-secure text messaging platform, to engage low-income LEP Latinos in healthcare.

Find ways to do more with less

“Ask the doctor” sessions are an example of how programs can find low- or no-cost ways to increase impact. At BHEAM, the medical director will periodically join group therapy sessions and prompt discussions about mental health or other topics of interest to the group. These one-to-many sessions are valuable in two ways. They give patients another touchpoint for accurate health care information in a comfortable setting and in Spanish. They also give BHEAM staff insight into the health issues patients care about and what misinformation may be circulating in the community.

Build partnerships, but start slow

“When creating a successful partnership, we always begin slow with referrals in order to assure that we will provide quality care,” says Ivan Arellan. “We begin our partnership with only one patient to ensure the partnership is a good fit and the patient is fully benefiting from our services. This process creates trust that we will provide quality services to our shared patients.”

Find the right funders

Securing financial support from a funder or funders that understand the need for your program is essential. Seek out funders that demonstrate a commitment to investing in health equity for the Spanish-speaking immigrant population and understand the value of innovative public health programs. One of BHEAM’s strongest champions has been our funder, the Maryland Department of Health’s Prevention and Health Promotion Administration.

Be effective and compassionate

  • Recruit with inspiration: In hiring, emphasize creating and imagining the possibilities. Potential team members should know that they are a part of something entrepreneurial and important.
  • Be practical: These programs don’t generate revenue. Find ways to add value to existing systems of care (e.g. HIV testing, other health screenings)
  • Make it easy. Be flexible but smart. Say yes whenever you can. Design your program to be easy for people. Try to sustain broad eligibility requirements so that your program is known for opening doors and reducing barriers for patients, providers, and stakeholders.
  • Grow: Identify opportunities to market your program internally and externally through strategic meetings, conferences, and other professional development pathways.
  • Focus on needed professional development: Area agencies may offer free or low-cost training for the behavioral health workforce.
  • Celebrate: Mark the big and small achievements.

Download the blueprint in PDF format:

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