Peer Specialist Toolkit - Implementing Peer Support .

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PeerSpecialistToolkitImplementingPeer Support Servicesin VHAThis document is a collaborativeproject between the VISN 1 NewEngland MIRECC Peer EducationCenter, and the VISN 4 MIRECCPeer Resource Center.Contributing authors: Matthew Chinman,Kevin Henze, and Patricia Sweeney.Edited by Sharon McCarthy

AcknowledgementsWe thank Dan O’Brien-Mazza, National Director, Peer SupportServices,Psychosocial Rehabilitation and Recovery Services, Mental HealthServices. Dan has fully supported this project, and given expert help with manydetails in this document.We thank members of the VISN 4 Peer Resource Center Advisory Committee:Sara Chapman, Lisa Fitzsimmons, Diana Hoke, and Steve Stanley, who reviewedseveral versions of this document and made thoughtful contributions.Sara also provided extremely helpful technical support and guidance indeveloping the toolkit.We thank Erin Klugh, Visual Information Specialist at VAPHS, who provided us withthe graphic design layout in a timely and helpful way.We thank Mala Shah, VISN 4 MIRECC Research Associate, for her gracious helpwith technical editing on several versions.We especially thank all those peers who are working everyday in the VHA, for theirpioneering efforts to provide an essential support for Veterans across the country.Some of the content in this toolkit was developed with support from two VA Health ServicesResearch & Development grants, PEers Enhancing Recovery (IIR 06-227) and Improving Careof Veterans by Using Consumers as Mental Health Providers (IIR 02-009-1).page 3

Table of Contents1.Who are Peer Specialists and what do they do?32.What does the research say about peer support?53.Why should we hire Peer Specialists?74.What are some common misperceptions aboutpeer support providers?95.How do I build support for Peer Specialists andintegrate them onto my team?11 Stage Stage Stage Stage1: Exposure Tips2: Adoption Tips3: Implementation Tips4: Practice Tips6.Technical details of hiring Peer Specialists in VHA217.What about training for Peer Specialists?238.What should I know about supervisionof Peer Specialists?279.Where can I go for additional help?3310. References3511. Appendices37

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1Who are Peer Specialists andwhat do they do?Peer support occurs when people with the same types of problems help each other.There are different kinds of peer support, including peer support groups, organizations,and providers. Peer Specialists (PSs) and Peer SupportTechnicians (PSTs): In VHA, PSs are VAemployees who help Veterans with seriousmental illnesses and substance use disordersto successfully engage in their treatment.The Peer Specialist is the newest of the twoclassifications for peer support providersemployed in VA, but the competenciesexpected of PSTs are the same. Therefore,for the sake of simplicity we will use the term,“Peer Specialist” or “PS,” throughout the restof this toolkit. Peer Specialists promoterecovery by sharing their own recoverystories, providing encouragement, instillinga sense of hope, and teaching skills toVeterans. These services are providedby an appropriately qualified,VA-employed Peer Specialist. In VHA, PSs have defined competencies andare trained to use their lived experiences tohelp Veterans identify and achieve specificlife goals related to recovery. The completelist of expected competencies can be foundin Appendix 1 in the Department of VeteransAffairs Peer Specialist Training Manual.The training manual can be found on theVHA Office of Mental Health Services PeerSupport Services h/Peer%20Support%20Services/Forms/AllItems.aspx. A helpful tri-fold brochure is availableto introduce the role of VA peer supportproviders entitled, Understanding PeerSupport Services in Veterans HealthAdministration (VHA). This brochureis available for download and printingon the Peer Support Services SharePointnoted above.page 3

What do Peer Support Providers do?DO Facilitate peer support groups Share their own recoverystories Advocate for Veteranconsumers Act as role models of recovery Provide crisis support Communicate with clinicalstaff Act as a liaison between staffand Veterans Work on a variety of clinicalteams Provide outreach & educateVA facility staff and Veteransabout peer support servicespage 4DON’T DO Provide psychotherapy Do other people’s jobs orfulfill other people’s rolesin the facility Collude with Veteranconsumers againstclinical staff Cross boundaries Support Veteranconsumers in their selfdestructive or illegalbehaviors Criticize clinical staff infront of Veteranconsumers

2What does the research sayabout peer support?Peer Support Research Outcomes In the past, studies that are moredescriptive showed thatpeer support providers were oftenbetter able to: Empathize Access social services Respond to clients' strengths anddesires Be tolerant, flexible, patient, andpersistent Peer support was recognized by Centersfor Medicare and Medicaid Services asan evidence-based practice in 2007 Over 20 states have Medicaidreimbursement for peer support services. The first VA study, called the PEER Study,looked at Peer Support Technicians andfound PSTs influenced Veterans’involvement in their own care andincreased their social relationships(Chinman et al., under review). There are 14 studies of peer supportproviders in non-VA clinical settings.Eight of these studies showed somepositive benefit to clients of peer support,including:BENEFITLess inpatient useMore time and engagement with thecommunitySTUDYClarke et al., 2000; Klein et al., 1998;Min et al., 2007; Landers & Zhou, 2009Clarke et al., 2000; Min et al., 2007Better treatment engagementCraig et al., 2004; Sells et al., 2006;Felton et al., 1995Greater satisfaction with lifeFelton et al., 1995Greater quality of lifeKlein et al., 1998Greater hopefulnessCook et al., 2010Better social functioningKlein et al., 1998Fewer problems and needsCraig et al., 2004; Felton et al., 1995page 5

Research also shows some challenges,both in and out of VHA: Role confusion: Lack of clarity about peer support providers’ duties Staff resistance: Less supervision and support Exclusion from treatment team meetings Unequal treatment: Encouraged to volunteer for peer support rolesrather than have paid position Lack of a viable career path Lack of access to medical records Relegated to grunt work Questioning reasonable accommodations andscrutiny of sick leaveThis toolkit will address these challenges and provide strategies for preventing many of thesechallenges from occurring.page 6

3Why should we hirePeer Specialists?Improved Outcomes for VeteransPeer support provides a wide variety of improved outcomes for Veterans.Research and experience have shown how peer support providers can improve problems atthe client level, and problems related to the overall treatment system. Below are examples ofhow peer support helps Veterans diagnosed with serious mental illnesses.How Peer Support Addresses Client and Treatment System Factors:Factors that contribute to poor outcomes for those with serious mental illnesses (SMI)Client FactorsSocialisolationDisconnectionwith ongoingoutpatienttreatmentTreatment System FactorsPowerlessness &demoralizationregarding illnessOverburdenedprovidersFragmentedservicesLack emphasison recovery,rehabilitation,empowermentPeer support services address each of the factors: Enhancessocialnetworks by rolemodeling facilitatingpeersupportactivities Engagesclients; makestreatment morerelevantthroughcollaboration Activatesclients; teachescoping & streetsmarts;provides hopethrough rolemodeling Supplementsexistingtreatment;increasesaccess Provides casemanagement/systemnavigation toincrease access Emphasizesrecovery: acts asliaisonbetweenconsumerand system focuses onmeaningfullife roles andcommunityreintegration(Adapted from: Toward the Implementation of mental health consumer provider services,Chinman et al. 2006)page 7

Peer Specialists are required as part of VHASystem TransformationIn 2003, the President’s New Freedom Commission on Mental Health Report recommendedusing consumer providers, stating, "Because of their experiences, consumer providers bringdifferent attitudes, motivations, insights, and behavioral qualities to the treatment encounter(p. 45)."VHA now requires the use of peer support providers within mental health. Several regulations,guides, and laws describe how peer support providers are to be included in VHA programs.All these handbooks are found at www.va.gov/vhapublications/.These include: VHA Handbook 1160.01, UniformMental Health Services in VA MedicalCenters and Clinics (2008) mandates theavailability of peer support providers: Peer support is one of the 10fundamental components ofrecovery according to theNational Consensus Statement onMental Health Recovery (p. 4). “All Veterans with SMI must haveaccess to peer support services,either on-site or within thecommunity” (p. 28). Staffing models for VHA recoveryprograms stipulate including peersupport providers: VHA Handbook 1162.02 MentalHealth Residential RehabilitationPrograms states, “Programs mustengage the Veteran in peer supportwhile enrolled in the program andencourage the extension of peersupport to outpatient care followingdischarge” (p. 38).page 8 VHA Handbook 1163.05 PsychosocialRehabilitation and Recovery Centers(PRRC) states, “All facilities must designPeer Support Services for the treatment ofVeterans with SMI including those with cooccurring disorders. Each facility mustcarefully assess the needs of servicerecipients and the availability ofcompetent resources to provide peersupport” (p. 8). Public Law 110-387, The Veterans'Mental Health And Other Care ImprovementsAct Of 2008 further establishes therequirement for the use of PSs and theirqualifications. You can read the details of theAct 10publ387.pdf. On August 31, 2012, President Obamasigned an executive order instructing theVHA to hire 800 peer-to-peer supportcounselors for mental health care.

4What are some common misperceptionsabout peer support providers?The material in this section is adapted from Mental Health Consumer Providers: A Guide forClinical Staff (Chinman et al., 2008). The full document addresses many important questionsabout integrating peer support providers successfully. It is recommended reading as anintroduction to peer support and can be downloaded for free fromwww.rand.org/pubs/technical reports/2008/RAND TR584.pdf.Misperceptions about Peer Support ProvidersNon-peer staff and other stakeholders often have concerns about employing peer supportproviders. Their attitudes are a key determinant in the success or failure of involving peersupport providers within a health care organization. Below, we will lay out some commonlyexpressed concerns and respond to these misconceptions about VA Peer Specialists (PSs). Peer support providers cannot workfull-time, either because of disabilityinsurance or because of theresponsibility. It should not be assumed thatPSs cannot work full-time. Determination ofthe work schedule and workload should betailored to the individual. Some individualswill be able to work full-time, while othersmay prefer to work part-time. Decisionsabout workload should not be predeterminedbased on peer status. Most VA Peer Specialistpositions are for full-time employment.Often, full-time employment will bring inmore money than the amount that could belost in disability benefits the individualreceives. PSs should be encouraged to seekfinancial benefits counseling before taking aPS job to be fully informed about thefinancial tradeoffs. Peer support providers cannot fulfillvaluable roles in the treatment ofVeterans. The purpose of having PSs is notto have “extra” people who can run errandsand perform tasks others would prefer not todo. However, the roles andresponsibilities of the PS are not exactly thesame as other team members. For example,PSs usually do not have advanced degrees inpsychology (PhD) or psychiatry (MD). They donot conduct formal assessments or diagnoseVeterans. They do not prescribe medicationsor provide psychotherapy. However, they dohave experience as mental health consumers,and this experience makes them uniquelyqualified to serve as recovery role modelsand provide services to Veterans in ways thatare different from non-peer providers. Forexample, PSs can be quite effective in usingtheir lived experiences to engage Veteransinto health care services for the first time.With appropriate training, PSs can effectivelyfacilitate Wellness Recovery Action Plan(WRAP) groups and/or Illness Managementand Recovery (IMR) groups to help Veteranswith serious mental illnesses to develop andattain goals and better manage theirillnesses. PSs are also Veterans themselvesand can be helpful in treatment discussionsabout access to care and challengesVeterans face in navigating the VA healthcare system.page 9

Peer support providers will relapse.Non-peer staff members often believe thatthe stress of the PS’s job will be a likelytrigger for relapse. Relapse among PSs israre. This is mainly because PSs who arehired have already demonstrated that theycan handle job stress. While uncommon,relapse or onset of a new illness ispossible for any employee, not just forPSs. Even if a PS does relapse, he/sheshould be treated just like any otheremployee who has a serious illness thatinterferes with job performance. Just likeother employees, if and when the illnessresolves sufficiently, PSs should beallowed to return to work. The persistentmisconception that PSs will inevitablyrelapse should be addressed anddispelled in continuing educationprograms for mental health staff. Peer support providers cannot handlethe administrative demands of thejob. This has been shown not to be thecase. PSs are capable of appropriatedocumentation and paperwork associatedwith administrative tasks. As with any job,appropriate training will ensure that PSshave competence in this area. PSs whoare hired have demonstrated these skillsor have demonstrated capacity for thedevelopment of these skills.page 10 Given that Peer Specialists are notprofessionals, they will invariablycause harm to clients that the otherstaff members will have to undo. Nonpeer staff members have expressedconcerns that PSs will commit violations ofconfidentiality (e.g., looking up friends’medical records) and demonstrate poorboundaries through making treatmentrecommendations for which they are nottrained (e.g., suggesting that Veteransshould discontinue their medications), anddeveloping dual relationships (e.g.,providing services to a current romanticpartner or friend). While these problemscan occur, they are not unique to PSs,and there are many safeguards in placeto prevent them. First, all of the trainingprograms for PSs cover these issues indetail. Second, the clinical service towhich the PS is assigned should adoptspecific policies to address these issues.These policies, and the consequences forviolating them, should be made clear tothe PS upon hiring. Third, these issuesshould be brought up regularly insupervision. Fourth, if PSs violate any ofthese standards, they should be heldaccountable like any other employee.These safeguards and policies should beapplicable to all staff, not just PSs.

5How do I build support for Peer Specialistsand integrate them onto my team?Whenever a new idea or program is suggested in a clinical setting, there aremany issues to consider. Several “road maps” have been developed to help us thinkabout how a new idea, like including Peer Specialists, can get started in a clinical setting.One simple guide is called the Simpson Transfer Model. This model has four action stages: Exposure: Provide information andtraining, allow for questions,and look for answers. Implementation: Develop a plan withlocal stakeholders, tailor the program tofit your needs, and pilot the program. Adoption: Find opinion leaders whosupport the new program, and cometo a decision about whether to “adopt”the new program. Practice: Monitor how the new program isgoing, and make improvements orchanges if needed.These steps can work as a guide as you think about adding peers to a clinical setting.Below we provide some tips for each of these stages. It may be helpful to read throughall of them as you get started, so you can be thinking about how your team will handle thenext steps as they occur.page 11

Stage 1: Exposure TipsWith any new idea, the first step is to provide people with lots of information about the idea,and an opportunity to talk about it and ask questions. Helpful ways to build support for PeerSpecialists are: Identify a facility champion or a coordinatorfor peer support. This person should be enthusiasticabout peer support and have aninterest in finding roles for peersupport providers in the facility. Thisperson will be more successful if he/she has time carved out of the workschedule to attend to these duties. The team should be prepared to domultiple informal and formalpresentations to various facilitystakeholders: Facility leadership Human Resources Mental health programs Veterans’ consumer council The coordinator/champion can develop asmall (3-4 people) team to help. Tasks forthe team include: Identify local facility programs wherePeer Specialists’ (PSs) inclusion wouldimprove Veteran care. Provide presentations for thoseprograms’ leadership and staff. Answer questions about PSs’ potentialbenefits, research evidence, andtypical roles. Help staff appreciate the potentialcontribution of Veteran staff living withmental illnesses. We have provided a basic PowerPoint onVA peer support providers available foryour team to use. This presentation isfound in VA Mental Health Services PeerSupport Services h/Peer%20Support%20Services/Forms/AllItems.aspx. At the meeting, you might also hand outthe tri-fold brochure entitledUnderstanding Peer Support Services inVeterans Health Administration. Thisbrochure is found in VA Mental HealthServices Peer Support Services SharePoint(see link above).If you would like help or advice on setting up your meetings, you can contactDan O’Brien-Mazza, the VHA National Director of Peer Support Services,at Daniel.O’Brien-Mazza@va.gov., or The New England MIRECC Peer Education Center.page 12

Stage 2: Adoption TipsAfter discussion and planning, your team may decide to include Peer Specialists (PS) as partof a clinical team. At this point, there are some critical steps that can help the peer supportprogram get off to a great start, including: Offer help with developing a simple written Determine how a PS can contributeto the overall goals of a program, team,proposal to add PSs to a program. This canor facility. It can be helpful to look at placesbe as brief as one page but should includewhere a need exists, or where currentthe contributions the PS(s) will make toprogramming is not achieving desiredspecific goals or outcomes for Veterans.results. Plan and carry out individual discussionswith team leaders and other stakeholders inidentified programs. Some things to discussare: Number of PSs per team needed tomaximize availability to Veterans Training needs for PSs and other staff(see section below for trainingresources) Supervision of the PSs once theybecome part of the team—Identifyresponsible staff who will provideregular supervision of PSs.page 13

Stage 3: Implementation TipsOnce the decision has been made to add PSs to a program, the implementationstage begins. A first, important step is to create a local implementation team.Local Implementation Team: This team is usually made up of the program leader, andtwo or three experienced and interested staff. The team has the following functions: Oversee the hiring of the Peer Specialist.vary based upon the training schedule of thenot-for-profit contract agency providing thecertific

Peer support is one of the 10 fundamental components of recovery according to the National Consensus Statement on Mental Health Recovery (p. 4). “Al Veterans with SM access to peer support services, either on-site or within the community” (p. 28). Staffing models for VHA recovery programs stipulate including peer support providers:

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