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LOIS BURRI WILL REVIEW VOUCHERS AT 8:00 AM
ST. CROIX COUNTY
NOTICE OF COMMITTEE MEETING
TO: Clarence Malick, Chairman
St. Croix County Board
FROM: Tom Dorsey
(John Borup, 246 -8223)
COMMITTEE TITLE: St. Croix County Health and Human Services Board
DATE: 07/09/04
TIME: 8:30 a.m.
LOCATION: St. Croix County Health and Human Services Complex, New Richmond
CALL TO ORDER
ROLL CALL
ADOPTION OF AGENDA
DATE OF NEXT MEETING: 08/13/04 (07/22/04 TENTATIVE)
ACTION ON PREVIOUS MINUTES: 06/11/04
ANNOUNCEMENTS
APPOINTMENTS:
UNFINISHED BUSINESS:
NEW BUSINESS:
1. Consideration of Claims and Vouchers
2. Financial Report
3. Request to develop electronic receipting per request of Tracy and Thole
4. Program Reports
a. Public Health
b. Long Term Support cost containment plans
C. Nursing Home
S. Mental Health /AODA Inpatient cost containment strategies
6. Review of Department fund balance
7. 2003 Wisconsin Act 318 - Impact on Community Aids Program Funding
8. 2005 budget planning
9. Personnel Issues
ANNOUNCEMENTS & CORRESPONDENCE
POSSIBLE AGENDA ITEMS FOR NEXT MEETING:
ADJOURNMENT
(Agenda not necessarily presented in this order)
SUBMITTED BY: John M. Borup
DATE:
COPIES TO: COUNTY BOARD OFFICE
COUNTY CLERIC
NEWS MEDIA /NOTICE
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ST. CROIX COUNTY HEALTH AND HUMAN SERVICES BOARD
July 09, 2004
The St. Croix County Health and Human Services Board met on July 09, 2004 at
the St. Croix County Health and Human Services /Health Center complex.
MEMBERS PRESENT: Thomas Dorsey, Chair
Lois Burri
Thomas Caflisch
Dr. Michael Kretz
Linda Luckey
Deb Rasmussen
Ralph Swenson
Esther Wentz
MEMBERS ABSENT: Stan Krueger, excused
STAFF PRESENT: John M. Borup, Health and Human Services Director
Judy Ziegler, Accounting Supervisor
Carolyn L. Krieger, Nursing Home Administrator
Ron Kiesler, Mental Health /AODA Coordinator
Steve Kirt, Mental Health /AODA Clinical Services Supervisor
Barbara Nelson, Public Health Supervisor- Health Officer
Becky Ruka, Accounts Receivable Supervisor
Mary Squyer, Economic Support Supervisor
Kim Dupre, Computer Services
Malva Berg, Secretary
OTHERS PRESENT: Michelle Pietrick, Finance Director
Buck Malick, County Board Chair
Chair Dorsey called the meeting to order at 8:30 AM noting the meeting was
properly and legally publicized.
NEXT MEETING The next Health and Human Services Board meeting is scheduled
for August 13, 2004 at 8:30 AM. Swenson will review vouchers at the July
meeting.
AGENDA Motion A motion was introduced by Wentz, seconded by Swenson, and
unanimously adopted: That the agenda be approved as circulated.
MINUTES Motion A motion was introduced by Kretz, seconded by Wentz, and
unanimously adopted: That the minutes of the 06/11/04 Health and Human
Services Board meeting be approved as circulated.
CONSIDERATION OF CLAIMS The following reports were distributed to the
Board: June fixed asset report, June cash report and May financial reports.
Ziegler said the land rent has not been received from Schottler. There is no
County revenue in the General Relief program as the program is not mandated.
Funds are given based on the previous year's expenses. It was suggested that
intake to the program be closed until the end of the year with emergencies
being shared with the Board chair due to depleted funds. Kretz indicated if
the County wants to keep the program, the program should be funded. If the
program is not funded, it should be closed.
Health and Human Services Board member, Burri, reviewed the vouchers; the
following voucher was pulled for discussion:
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St. Croix County Health and Human Services Board
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July 09, 2004
HUMAN SERVICES:
25006: Special Children's Center, $78.00. Brain injury purchased services.
The Special Children's Center provides various therapists who work with
clients in Early Intervention, Autism and Waiver Program.
Motion A motion was introduced by Burri, seconded by Wentz, and unanimously
adopted: That the following vouchers be approved and be made a part of the
supplemental minute book:
Human Services vouchers 24559 through 24565, dated June 17, 2004 in the
amount of $34,869.10.
Human Services vouchers 24905 through 25066, dated June 17, 2004 in the
amount of $167,186.33.
Human Services vouchers 25214 through 25263 dated June 24, 2004 in the amount
of $270,850.57.
Human Services vouchers 25402 through 25502, dated July 01, 2004 in the
amount of $72,556.63.
Human Services voucher 26209, dated July 08, 2004 in the amount of $661.00.
Human Services vouchers 25864 through 26013, dated July 08, 2004 in the
amount of $133,593.88.
Human Services vouchers 26014 through 26208, dated July 08, 2004 in the
amount of $79,915.15.
Human Services vouchers 26210 through 26234, dated July 08, 2004 in the
amount of $44,779.12.
Nursing Home vouchers 24566 through 24585, dated June 17, 2004 in the amount
of $49,564.82.
Nursing Home vouchers 25393 through 25401, dated July 01, 2004 in the amount
of $6,311.02.
Nursing Home vouchers 25510 through 25562, dated July 08, 2004 in the amount
of $44,779.12.
Human Services, Workshop, Public Health, Social Services vouchers 343 through
372, dated June 15, 2004 in the amount of $345,431.24.
Human Services, Workshop, Public Health, Social Services vouchers 373 through
402, dated July 01, 2004 in the amount of $350,053.42.
Human Services and Nursing Home vouchers 362 through 393, dated June 15, 2004
in the amount of $176,553.39.
Human Services and Nursing Home vouchers 394 through 424, dated July 01, 2004
in the amount of $176,118.08.
FINANCIAL REPORTS The following financial reports through May were
distributed to the Board. Ziegler said IGT monies for the Nursing Home come
in on a fiscal year basis and we operate on a calendar year basis. Medicare
placements were less than budgeted for. New Nursing Home rates due to
downsizing should be received in September. Borup said collections are behind
St. Croix County Health and Human Services Board
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July 09, 2004
due to HIPAA issues and software issues delayed billing. Ruka said insurance
electronic submissions are now being sent on paper to the insurance companies
until the software is up. Ruka said we are seeing a decrease in clients with
insurance and there are more restrictions on insurance payments, which
results in less money for the County.
ST. CROIS COUNTY HUMAN SERVICES BOARD
FINANCIAL SUMMARIES
FOR THE PERIOD 01/01/04 THROUGH 05/31/04
NURSING HOME May. 2004
Cash Balance 05/31/04 $1,307,947.72
Add:
Accounts Receivable 05/31/04 $363,509.61
Account Payable 05/31/04 ($136,928.00)
Net Current Items 05/31/04 $1,534,529.33
2004 Revenue Recorded through 05/31/04 $2,315,818.09
Includes Allocations of Anticipated Revenues .
2004 Expenses Recorded through 05/31/04 $2,346,048.37
Includes Allocations of Expected Expenses
Excess Revenues over Expenses ($30,230.28)
St. Croix County Health and Human Services Board
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July 09, 2004
HEALTH AND HUMAN SERVICES 2004
SUMMARY Total
OF REVENUES Jan.- May Budget Balance %
Administration 377,809.29 873,534.97 495,725.68 43.3%
AODA Services 229,181.95 469,152.15 239,970.20 48.9%
Long Term Support 6,387,079.93 14,616,574.52 8,229,494.59 43.7%
Mental Health 1,013,434.92 2,745,667.40 1,732,232.48 36.9%
Family & Children's 1,125,643.80 2,844,524.50 1,718,880.70 39.6%
Public Health 630,943.93 1,420,079.06 789,135.13 44.4%
Economic Support 435,822.35 957,504.85 521,682.50 45.5%
General Relief 6,163.05 19,212.68 13,049.63 32.1%
REVENUES HUMAN
SERVICES PROGRAMS 10.206.079 22 23.946 250.13 13 740 170.91 42 6%
SUMMARY Total
OF EXPENDITURES Jan.- May Budget Balance %
Administration 370,603.39 873,534.97 502,931.58 42.4%
Alcohol -Drug Abuse 182,941.33 469,152.15 286,210.82 39.0%
Long Term Support 6,248,451.98 * 14,616,574.52 8,368,122.54 42.7%
Mental Health 987,363.80 2,745,667.40 1,758,303.60 36.0%
Family & Children's 1,153,010.22 * 2,844,524.50 1,691,514.28 40.5%
Public Health 535,688.51 1,420,079.06 884,390.55 37.7%
Economic Support 374,163.66 957,504.85 583,341.19 39.1%
General Relief 8,668.46 19,212.68 10,544.22 45.1%
EXPENDITURES HUMAN
SERVICES PROGRAMS 9,860,891.35 23,946,250.13 14,085,358.78 41.2%
Excess Rev over Expenses 345.187.87
To be on budget, percentage should be 41.66.
St. Croix County Health and Human Services Board
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July 09, 2004
ST CROIX HEALTH CENTER
OPERATIONS REPORT
JANUARY THROUGH MAY JAN -MAY
2004 BUDGET ACTUAL DIFFERENCE %
CENSUS 70.6 71 -0.5 99.3%
OPERATING REVENUE:
MEDICARE $ 1,226 ,972.00 $ 340 ,394.72 $ 886 ,577.28 27.7%
MEDICAID $ 2,136,804.00 $ 1,096,841.49 $ 1,038,962.61 61.4%
PRIVATE PAY $ 1,074 ,462.00 :$ 278 ,126.11 $ 796 ,335.89 25.9%
ALL OTHER SOURCES $ 6,706.00 $ 16,020.77 $ (11,314.77) 268.7%
TOTAL OPERATING REVENUE $ 4,443,944.00 $ 1,733,383.09 $ 2,710,560.91 39.0%
OPERATING EXPENSES:
DAILY PATIENT SRVICES $ 3,607,389.85 $ 1,408,732.21 $ 2,198,657.64 39.1%
SPECIAL SERVICES $ 267,452.94 $ 108,641.96 $ 168,810.99 40.6%
GENERAL SERVICES $ 1,173,975.87 $ 434,328.42 $ 739,647.45 37.0%
ADMINISTRATIVE SERVICES $ 501,036.96 $ 204,011.17 $ 297,025.79 40.7%
UNASSIGNED:
DEPRECIATION( %BASED) $ 178,000.00 $ 74,165.00 $ 103,836.00 41.7%
OTHERS $ 302,423.05 " $ 116,169.62 $ 186,253.43 38.4%
TOTAL OPERATING EXPENSES $ 6,030,278.67 $ 2,346,048.37 $ 3,684,230.30 38.9%
NET FROM OPERATIONS $ (612,665.28)
NON - OPERATING ITEMS:
REVENUE FROM RATE APPEALS $ 17,650.00 $ 7,355.00 $ 10,296.00 41.7%
IGT FUNDS ( %BASED) $ 664,705.00 $ 236,295.00 $ 329,410.00 41.7%
CO ALLOCATIONS( %BASED) $ 815,480.00 $ 339,785.00 $ 475,696.00 41.7%
TOTAL NON - OPERATING ITEMS $ 1,397,835.00 $ 582,436.00 $ 815,400.00 41.7%
NET FROM ALL SOURCES $ (30,230.28)
JUNE HEALTH INS INCLUDED $ 53,388.79
NET FOR MAY $ 23,158.51
PERCENTAGE SHOULD BE 41.66
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FUND BALANCE 01/01/04 $ 1,911,092.35
OPERATIONS $ 23,158.51
FUND BALANCE END OF PERIOD $ 1,934,250.86
1 % OF UNION WAGES IS $ 8,379.74
REQUEST TO DEVELOP ELECTRONIC RECEIPTING PER REQUEST OF TRACY AND THOLE At
the 2003 audit exit, Tracey and Thole requested we do electronic receipting
in the same system as the courthouse. An upgrade in the IDI software is
needed to generate separate receipts for the Health and Human Services. This
cost will be shared with the Highway Department. Customization of the
financial software will avoid duplication of receipting to make it more
efficient with less handwritten receipts.
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July 09, 2004
Motion A motion was introduced by Kretz, seconded by Wentz, and unanimously
adopted: That the Board approves establishing electronic receipting for
Health and Human Services.
REVIEW OF DEPARTMENT FUND BALANCE Per the 2003 audit report, the Department
ended the year with a deficit of ($33,998). The 2004 budget included a
"prior year" carryover of $200,000. We will not be able to cover all of the
$200,000. This deficit is primarily due to costs that are out of our control,
e.g. out -of -home expenses, inpatient emergency detention costs, etc. The
Board is being made aware of the situation with the fund balance. This issue
may need to be brought to Finance in the late third or early fourth quarter
of this year. Swenson recommended waiting until late September, early
October to go to Finance. This item will be placed on the September agenda.
2005 BUDGET PLANNING Staff received instructions in June but are still
waiting for information on salaries and fringes. The union contracts are
three -year contracts so information for union staff is in place. More
instructions will be available soon.
Finance approved the financial sheet used last year. Pietrick said Ziegler
did well last year with the spreadsheet and requested a summary sheet with a
financial summary along with approval by the parent committee. Kretz
questioned the advantage /risk of having a zero fund balance. Without a fund
balance, there is no cushion to fall back on for unanticipated circumstances,
i.e. increased inpatient admissions, etc.
PUBLIC HEALTH PROGRAM REPORT Nelson thanked Caflisch and Kretz for
attending the WALHDAB meeting /training on June 16. Caflisch and Kretz
reported on the presentations they attended. Nelson gave a powerpoint
presentation including a brief overview of the local 2003 Community Health
Needs Assessment, which is mandated by Statute; an update on the local health
improvement plan of which monthly meetings are held to identify strategies
and plan for community education and involvement; and shared highlights of
the statewide mapping project that links local priorities to Healthiest
Wisconsin 2010. The top three items locally and statewide are tobacco use,
drugs and drug abuse, and obesity /lack of physical activity. The Healthiest
Wisconsin 2010 plan has been used as a model nationwide. Nelson said by
statute, Wisconsin has to develop a health plan every ten years.
Public Health receives no State monies, all funding comes from grants,
consolidated contracts, fee for service, donations and county levy.
WIC cases have continually increased. During 2003, we were funded for a
caseload of 733 and currently 749 but constantly exceed that number. We are
not allowed to have a waiting list with WIC, thus we are required to add
clinic appointments to accommodate the growing need. This impacts our
budget. We received notification this morning that our caseload will be
increased by 65 participants.
Nelson reported on communicable disease issues. There have been increases in
reported cases of Pertussis in Western Region; St. Croix Co has only had one
thus far this year. Surveillance continues for West Nile Virus (WNV).
Public Health is collecting and sending in birds for testing. So far this
year there have been no human, bird or horse cases of WNV in St. Croix Co.
Nelson announced the Quarterly Legislative Event will be held at 9:00 AM on
07/19/04 at Health and Human Services
The Board recessed from 10:10 to 10:20 AM.
St. Croix County Health and Human Services Board
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July 09, 2004
MENTAL HEALTH /AODA INPATIENT COST CONTAINMENT STRATEGIES: Kiesler reported a
client was moved from Winnebago to Trempealeau which costs about one -third of
the cost to stay at Winnebago. He said we are currently in a better
financial position in 2004 than we at this time in 2003.
Staff, at the board's direction, have been investigating the APNP issue and
have contacted the University of Minnesota regarding retraining for an APNP.
There are 2500 APNP in the state but only 89 certified to practice for adult
mental health in Wisconsin. The majority of the 89 are located in the
eastern side of the state. All 89 were contacted but no response was received
back. Staff are looking to possibly retrain current nurse to be APNP. More
information will be provided to the Board at next month's meeting. The Board
directed for Mental Health to go with the APNP route rather than a full -time
Psychiatrist as the APNP route was the most economical to pursue.
County Board Chair Malick suggested Kiesler attempt to get the list of
Minnesota Licensed APNPs, and strongly encouraged the Health and Human
Service Board members to consider re- reviewing the current wage grid for this
position if we are unable to recruit an APNP at its current level. The APNP
wage grid is currently set at Haye Level 9.
Borup said Kiesler and Kirt have done a remarkable job over the years in cost
containment. Borup said it was staff's responsibility to give information to
the Board regarding cost containment strategies however there are
circumstances beyond staff control such inpatient hospitalizations, nor are
staff able to change the need for services in the community. Kiesler stated
that he thought it was staff's responsibility to bring to the board cost
containment strategies for their consideration.
LONG TERM SUPPORT COST CONTAINMENT PLANS Borup said State revenues are
generating questions regarding reliability of getting revenues for the
County. Aging of clients into adulthood is also raising costs. There was a
move towards normalization in the 70 80's and 90 which is more
expensive. They are looking at restructuring community programs into four,
five and six bed units, not one and two bed units. This item will be on the
agenda for the August meeting.
NURSING HOME The Nursing Home is full at 72 and admissions are being turned
away. Krieger reported in June there were 17 referrals with four admissions;
13 were declined due to no bed availability. For the year, we have received
90 referrals with 26 admissions and 64 declined. The remodeling project is
going well. It was recommended that the final check be held until the issue
regarding the linoleum is cleared. The roof unit is not installed. When it
is installed, the State Inspector will be brought in to inspect and approve
moving into the remodeled area. It is anticipated the area will be ready to
occupy by August 1. Borup offered a tour of the Nursing Home after the
meeting. Most staff efficiencies /adjustments have already been put in place
but administration will continue to monitor as new dining area is used.
2003 WISCONSIN ACT 318 - IMPACT ON COMMUNITY AIDS PROGRAM FUNDING It
appears this act is intended to help the State Budget. As we understand it,
the State will reduce community aid dollars to counties. Counties will need
to capture more MA to make up the loss. More work will be created for
counties and there will be increased uncertainty around projected revenues.
Staff will continue to keep the Board posted as training is scheduled for
July 15.
St. Croix County Health and Human Services Board
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July 09, 2004
PERSONNEL MATTERS Borup mentioned that there are grievances going on in
both the Nursing Home and Human Services and has been in contact with Dorsey
regarding these issues.
APPOINTMENTS Dorsey appointed Betsy May to the Birth to Three Advisory
Board.
Dorsey asked if there were any other issues to bring before the Board.
Luckey requested the language of the memo the Board members sign to approve
the vouchers be adjusted. Ziegler will contact Rod Paulson before making this
change.
Motion A motion was introduced by Caflisch, seconded by Wentz, and
unanimously adopted: that the meeting be adjourned.
Time: 11:15 AM
Chair:
Attest:
(Secretary)
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