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IMPROVING
THE LIVES

OF PEOPLE WITH MENTAL HEALTH 

AND SUBSTANCE USE CONDITIONS

NEWS 

Latest Release

Report regarding a patient-experience survey conducted by NORC, as well as several related studies by others:

  • Press Release – New Patient Survey Shows Pervasive Disparities in Access Between Mental Health and Substance Use Versus Physical Health Care: Leading mental health and employer groups come together around health system solutions for the nation's "staggering public health challenge" in mental health

  

  

  • Report – Equitable Access to Mental Health and Substance Use Care: An Urgent Need: Patient-experience survey shows stark access barriers for mental health versus physical health

IMPROVING HEALTH EQUITY

Netwok Adequacy

The Mental Health Treatment and Research Institute LLC ("MHTARI") is a tax-exempt subsidiary of The Bowman Family Foundation ("BFF")  and conducts most BFF activities regarding mental health and substance use ("MHSU") conditions.

The following tools and material, funded by MHTARI or other organizations, are intended to assist employers, third party administrators, regulatory agencies, accreditation organizations and others in (i) assessing access to care, quality of care and the cost of care, (ii) ensuring compliance with parity laws, and (iii) gaining awareness of evidence-based approaches that can improve access to, and the effectiveness of, behavioral healthcare while reducing total healthcare costs.

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NETWORK ADEQUACY – ensuring access to in-network MHSU providers

  • Model Data Request Form (MDRF) – used by employers and employer coalitions in requesting targeted, quantitative data from third party administrators for assessment of access to in-network behavioral health providers. A variant of the MDRF is used by several state regulators (see "UPDATED ISSUE BRIEF: State Regulators' Use of Required Quantitative Data Templates to Assess NQTL Parity Compliance" below). This form will be updated from time to time. Note: Clicking this link will download a Word document to your computer that contains embedded Excel files.

  • Surveys of Patients Regarding Access to MHSU Care:

  • Survey conducted by NORC – Equitable Access to Mental Health and Substance Use Care: An Urgent Need: Patient-experience survey conducted by NORC shows stark access barriers for mental health versus physical health and reviews several related studies by others

  • Press Release – New Patient Survey Shows Pervasive Disparities in Access Between Mental Health and Substance Use Versus Physical Health Care: Leading mental health and employer groups come together around health system solutions for the nation's "staggering public health challenge" in mental health

PARITY LAW COMPLIANCE – NON-QUANTITATIVE TREATMENT LIMITATIONS ("NQTLs")

 

  • Six-Steps Parity Guide for NQTL Compliance – a detailed issue brief covering specific types of non-quantitative treatment limitations governed by the federal parity law and regulations, with detailed illustrations to assist issuers, regulators or others

  • Model Hold Harmless Language – sample indemnification/hold harmless clause for use by employers in their vendor contracts with third party administrators, related to parity law compliance

THE COLLABORATIVE CARE MODEL ("CoCM") – the gold-standard approach to improving MHSU clinical outcomes when MHSU care is provided in primary care settings…where most people receive their MHSU care

 

TELE-BEHAVIORAL CARE

  • 2020 Tele-behavioral Health Brief, entitled: Tele-Behavioral Health for Employees: Pre-COVID Practices and Recommendations for a Post COVID Path Forward – an examination of tele-behavioral health in the United States pre COVID-19, recent changes in policies and practices in response to this pandemic, and the opportunity tele-behavioral health presents to improve access to care

MEASUREMENT-BASED CARE ("MBC")

COST SAVINGS – connection between MHSU treatment and Total Healthcare Costs
  • 2020 Milliman Report, entitled: How do individuals with behavioral health conditions contribute to physical and total healthcare spending?
Collaborative Care Model
Tele-Behavioral Care
Measurement-Based Care
Cost Savings
Parity Law Compliance

IMPROVING APPS FOR
MENTAL HEALTH AND SUBSTANCE USE

BFF has sought to advance access to and the quality of digital mental health tools.

MHTARI was a founding sponsor of the Society for Digital Mental Health.

 

MHTARI was the leading funder of Digital Tools and Solutions for Mental Health, a guide prepared jointly by the Northeast Business Group on Health and PsyberGuide.

MHTARI funded Reimbursement of Apps for Mental Health: Findings from Interviews.

ABOUT

MISSION

The Mental Health Treatment and Research Institute LLC (“MHTARI”) is a tax-exempt subsidiary of The Bowman Family Foundation (“BFF”) and conducts most BFF activities regarding mental health and substance use ("MHSU") conditions. BFF is MHTARI’s Managing Member.

BFF is a private foundation qualifying as a 501(c)(3) nonprofit organization. The primary mission of BFF is to improve the lives of people with MHSU conditions. BFF also provides funding to support the education and welfare of children.

MHTARI provides funding to support projects, reports and the development of materials and tools related to:

  1. Improving health equity – e.g., access to MHSU treatment for people who receive inadequate or no care due to financial or other barriers

  2. Improving the effectiveness and availability of digital health "apps" intended to help people with MHSU conditions

 

BFF and MHTARI do not, themselves, provide or evaluate treatments or conduct clinical trials.

MANAGEMENT

Matthias B. Bowman, MBA

Mr. Bowman is President of The Bowman Family Foundation and is a member of the Steering Committee of the Path Forward for Mental Health and Substance Use. He was formerly a member of the Board of Directors of the Brain & Behavior Research Foundation, the American Cancer Society Foundation, the Sylvan C. Herman Foundation and One Mind.

 

Mr. Bowman was Vice Chairman of Investment Banking at Merrill Lynch and also Chief Executive Officer of Merrill Lynch Ventures and other private equity funds. After leaving Merrill Lynch, he was a founder of Fieldpoint Private Bank & Trust, RCT Logic (a clinical trial design company) and Ignition Interfaces (a software development company).

 

He also previously served on the Boards of Borg-Warner Automotive, Del Monte Foods, U.S. Foodservice, Active Health Management, Definity Health, MedAvante, Supermarkets General Corporation, and Teleport Communications Group.

 

Mr. Bowman graduated summa cum laude from Williams College with a degree in economics, and as a Baker Scholar from Harvard Business School. Subsequently, he studied molecular biology, neuroscience and biostatistics.

ADVISORS

BFF frequently retains organizations such as RTI, Milliman, and NORC to undertake specific projects.

 

In addition, BFF regularly receives advice from:

 

Henry T. Harbin, MD

Dr. Harbin is a psychiatrist with over 40 years of experience in the behavioral health field. He has held a number of senior positions in both public and private health care organizations. He worked for 10 years in the public mental health system in Maryland during the 1980s, serving as Director of the state mental health authority for three of those years. Between 1994 and 2004, Dr. Harbin was CEO or Chairman of two national behavioral healthcare companies – Greenspring Health Services and Magellan Health Services. In 2002, Dr. Harbin served on President Bush’s New Freedom Commission on Mental Health. In 2004, Dr. Harbin served as co-chair of the National Business Group on Health’s work group that produced the Employer’s Guide to Behavioral Health Services. Since 2004, Dr. Harbin has provided health care consulting services to a number of private and public organizations. More recently, he has been an adviser to the Path Forward for Mental Health and Substance Use and several private non-profit and for-profit organizations. He is on the Board of the Mental Health Association of Maryland, Brain Futures, and the Meadows Mental Health Policy Institute. Dr. Harbin co-authored The “Six Step” Parity Compliance Guide for Non-Quantitative Treatment Limitation (NQTL) Requirements (Sept. 2017) and The Bowman Family Foundation Model Data Request Form (MDRF). He has worked closely with federal regulators since 2009 and has been a subject matter expert consultant with several state Departments of Insurance since 2019 in the enforcement of the federal and state parity laws.

Beth Ann Middlebrook, JD

Beth Ann Middlebrook is a health lawyer specializing in behavioral health law and the owner of B. Middlebrook Consulting, LLC.  Ms. Middlebrook’s subject matter expertise includes the Mental Health Parity and Addiction Equity Act (MHPAEA), state parity laws, as well as behavioral health network access and adequacy. She has been an attorney since 1987, practicing as both an associate and partner at private law firms in various specialties until transitioning to health law in 2006.  Ms. Middlebrook worked for over 13 years with large behavioral health facilities in Florida and Texas, focusing on MHPAEA, state parity laws, state health insurance-related legislation and commercial behavioral health insurance coverage and reimbursements. She served on the executive committee of the Parity Implementation Coalition from 2010-2015 and was its co-chair in 2016. Ms. Middlebrook was Managing Editor of the Parity Resource Guide for Addiction & Mental Health Consumers, Providers and Advocates (Winter 2015), and co-authored The “Six Step” Parity Compliance Guide for Non-Quantitative Treatment Limitation (NQTL) Requirements (Sept. 2017) and The Bowman Family Foundation Model Data Request Form (MDRF). She chaired the ABA’s Health Law Section Interest Group on Mental Health and Substance Use Disorders from 2013-2016 and chaired its Advisory Board from 2017-2020. She has worked closely with federal regulators since 2009 and has been a subject matter expert consultant with several state Departments of Insurance in the enforcement of the federal and state parity laws.

Brenda Jackson, MPP

Brenda Jackson specializes in policy, program design and implementation and regulatory analysis for Medicaid and Children’s Health Insurance Programs (CHIP) with a focus on delivery system innovation, value-based purchasing (VBP), Federally Qualified Health Centers, intellectual and developmental disability (I/DD) and behavioral health system redesigns and Centers for Medicare & Medicaid Services (CMS) policy compliance. Having worked in this field since 1993, Brenda focused on home and community-based services (HCBS), behavioral health, and managed care policy when she was employed by CMS, the State of Kansas, Mercer Government Human Resources Consulting, and Deloitte & Touche Management Consulting. While employed by CMS, Brenda was the Iowa State Representative for three years, and reviewed all Iowa waivers and amendments. Brenda currently advises several behavioral health organizations such as The Bowman Family Foundation, Healthy Minds, and Meadows Mental Health Policy Institute. Brenda was a contributing author for MHSUD Issue Briefs for the Meadows Mental Health Policy Institute identifying key billing codes for Coordinated Specialty Care (First Episode Psychosis) and Behavioral Health Crisis services and the use of these codes to support parity in reimbursement.

Michael Yuhas, MA

Mr. Yuhas brings to The Bowman Family Foundation more than three decades of experience working with healthcare start-ups, Behavioral Health Management & Integration, Community Health Work, Social Determinants of Health, Medicaid/Medicare/Dual Eligible populations and healthcare analytics.  He founded Integra ServiceConnect, a first-to-market company specializing in engaging high-need individuals in their own communities - identifying and addressing social needs that adversely impact their health, and connecting them with needed healthcare and related services.  Mr. Yuhas previously served as CEO of Health Integrated, a FL-based integrated care management company, and held a number of executive leadership roles in Magellan Health Services.  He holds a masters degree in Clinical/Community Psychology from Temple University and completed additional graduate training in Psychiatric Epidemiology at The Johns Hopkins Bloomberg School of Public Health.  In addition to the Bowman Family Foundation, Mr. Yuhas serves as an advisor to other private and nonprofit organizations, including the Mental Health Treatment and Research Institute, the Mental Health Association of Maryland, the Path Forward for Mental Health and Substance Use, firsthand, Brain Futures and Tiatros.

Lisa Wells

Ms. Wells serves as BFF/MHTARI's Senior Analyst. She brings to the foundation several years of data analysis and quality improvement experience in the mental health and substance use field and has co-authored multiple BFF/MHTARI publications.

Management
Advisors
Mission
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