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When to Refer: Foundations of PHP and IOP

CE Hours 1

About this live event

Intermediate levels of care play a critical role in supporting individuals in crisis, yet determining when PHP or IOP is clinically appropriate can be complex. This continuing education session is designed to help clinicians, referral partners, and healthcare professionals better understand how to assess, recommend, and refer to intermediate levels of care with confidence and clinical clarity. Participants will explore the history and purpose of Partial Hospitalization Programs (PHP) and Intensive Outpatient Programs (IOP), including how these levels of care fit within the broader behavioral health continuum. The session will review current research on inpatient hospitalization, highlight the role of PHP and IOP in stabilizing crisis and reducing unnecessary emergency department and inpatient utilization, and examine common challenges facing these programs today. A significant portion of the training will focus on the practical application of LOCUS criteria, including how risk of harm, functional status, co-occurring conditions, recovery environment, treatment history, and engagement inform level-of-care decisions. Attendees will also review exclusionary considerations, ethical referral obligations, and best practices when a client does not meet criteria for PHP or IOP. This session emphasizes clinical judgment, real-world decision-making, and patient safety, equipping participants with tools they can apply immediately in assessment, referral, and care coordination conversations.

Learning Objectives

  • Describe the historical, policy, and clinical factors that led to the development of partial hospitalization and intensive outpatient programs within the behavioral health continuum.
  • Identify the core therapeutic mechanisms of PHP and IOP, including group-based interventions, multidisciplinary coordination, and structured skill acquisition.
  • Explain complex or ambiguous clinical presentations that signal potential readiness for PHP or IOP, especially when patients fall between traditional outpatient and inpatient criteria.
  • Apply a practical, decision-making framework to improve referral timing, reduce common pitfalls, and more confidently match patients to the appropriate level of care.

Learning Levels

  • Beginner

Target Audience

This educational activity is intended for behavioral health professionals, including Psychologists, Social Workers, Counselors, and MFT's.

Agenda

0:00–0:05 (5 min) – Welcome & Introductions
  • Brief welcome and speaker intro
  • Overview of Guidelight Health and intermediate levels of care
  • Review learning objectives for the hour

0:05–0:15 (10 min) – The History & Role of PHP/IOP
  • Brief history of PHP in the U.S. (1960s origins, Community Mental Health Act)
  • Rationale for intermediate levels of care in the current system
  • Challenges and pressures over time (billing, quality concerns, financial margins)
  • Framing: why high-quality PHP/IOP programs matter today

0:15–0:25 (10 min) – Inpatient Care vs. Intermediate Levels of Care
  • Limitations of inpatient psychiatric hospitalization (lengths of stay, cost, trauma risk)
  • How crisis duration, medication timelines, and discharge barriers impact care
  • Positioning PHP/IOP as “right-sized” alternatives or step-downs

0:25–0:40 (15 min) – Defining PHP and IOP: Structure & Clinical Focus
  • Clear definitions:
  • PHP: frequency, hours, interventions, target populations
  • IOP: frequency, hours, interventions, target populations
  • Core treatment components (skills-based group therapy, process groups, med management)
  • When to consider PHP vs. IOP (step-up vs. step-down from outpatient/inpatient)
  • Short illustrative case vignette: choosing PHP vs. IOP

0:40–0:50 (10 min) – LOCUS Criteria, Inclusion & Exclusion
  • Walk through LOCUS dimensions (risk of harm, functioning, comorbidity, environment, etc.)
  • Key rating differences between PHP and IOP (e.g., composite scores, level cutoffs)
  • Exclusion criteria and “exclusionary frame” (e.g., active psychosis, acute mania, severe withdrawal, inability to participate in groups)
  • How to document when someone does not meet level of care and where to refer

0:50–0:57 (7 min) – Applying It: Referral Decision-Making
  • 1–2 brief, de-identified referral scenarios
  • Ask participants: PHP, IOP, higher LOC, or outpatient? Why?
  • Discuss how to collaborate with clinical outreach / market-specific leadership when unsure

0:57–1:00 (3 min) – Wrap-Up & Q&A
  • Summarize key takeaways:
  • “Humans in crisis who can safely participate in group therapy” as a guiding frame
  • Using LOCUS + clinical judgment together
  • Importance of high-quality PHP/IOP to protect the level of care
  • Final questions
  • Share contact info and referral pathways

Live event Instructor(s)

  • Andy Cruz, MD

    Andy Cruz, MD, is a mission-driven physician-executive working to expand access to transformative, compassion-first mental healthcare. Trained at the Harvard Medical School Adult Psychiatry Residency at Massachusetts General Hospital and McLean Hospital, he received multiple teaching awards from both Harvard medical students and MGH/McLean residents—a reflection of his enduring commitment to mentorship and clinical excellence.

    Dr. Cruz has helped lead care in some of the world's most respected institutions, from inpatient psychiatry at McLean to low-barrier substance use treatment at MGH. He served as a medical director at Headway, the largest virtual mental health platform in the country, and currently advises Steadfast Health as they scale their network of substance use clinics rooted in dignity and access.

    In 2023, he co-founded Guidelight, a national provider of intermediate behavioral health care (PHP/IOP) that serves patients across all insurance lines. Guidelight exists to close the gap between outpatient and inpatient care—offering a level of treatment that is often the most appropriate and powerful, yet the most challenging to access.

    He serves on the board of the Association for Ambulatory Behavioral Healthcare—the national voice for PHP and IOP providers. Through this peer-led coalition, he works to improve access, elevate quality, and advocate for fair reimbursement across the field. He is also a founding member of the Noble Forum, a physician-executive collective dedicated to solving healthcare’s most complex and urgent challenges.

    Outside of work, Andy is a classically trained pianist with a particular affection for Rachmaninoff and Chopin, an avid traveler, a devoted film lover, and a proud husband and dog dad to Zeus.

Disclosure

DISCLOSURE OF RELEVANT FINANCIAL RELATIONSHIPS CE Learning Systems adheres to the ACCME’s Standards for Integrity and Independence in Accredited Continuing Medical Education. Any individuals in a position to control the content of a CE activity ― including faculty, planners, reviewers, or others ― are required to disclose all relevant financial relationships with ineligible entities (formerly known as commercial interests). The following relevant financial relationships have been disclosed by this activity’s planners, faculty, and the reviewer: PLANNERS AND REVIEWER The planners of this activity have reported that they have no relevant financial relationships. FACULTY The faculty of this activity have reported that they have no relevant financial relationships.

CE Process Info

Before the event, you will receive an email from CE-Go with access to the virtual event. After the event, you will receive access to your evaluation and continuing education certificate via a personalized "attendee dashboard" link, hosted on the CE-Go website. This link and access to the virtual event will be sent to the email account you used to register for the event.

Upon accessing the CE-Go "attendee dashboard", you will be able to:

  • Complete evaluation forms for the event
  • Download your continuing education certificate in a PDF format

If you have any questions or concerns regarding the CE-Go platform, please contact CE-Go at 888-498-5578 or by email at support@ce-go.com Please Note: Emails for this event will come from "support@ceactivities.com".

If you have any continuing education related questions, please contact your event organizer.

Please make sure to check your spam/junk folder in case those emails get "stuck". We'd also suggest "Allowlisting" support@ceactivities.com. This tells your email client that you know this sender and trust them, which will keep emails from this contact at the top of your inbox and out of the junk folder.

  • Joint Accreditation

    Joint Accreditation (JA)

    In support of improving patient care, CE Learning Systems is jointly accredited by the Accreditation Council for Continuing Medical Education (ACCME), the Accreditation Council for Pharmacy Education (ACPE), and the American Nurses Credentialing Center (ANCC), to provide continuing education for the healthcare team.

  • American Psychological Association (APA)

    Continuing Education (CE) credits for psychologists are provided through the co-sponsorship of the American Psychological Association (APA) Office of Continuing Education in Psychology (CEP). The APA CEP office maintains responsibility for the content of the programs.

  • New York Education Department's State Board for Social Work (NYEDSW)

    CE Learning Systems, LLC  (d/b/a impactce.com) is recognized by the New York State Education Department's State Board for Social Work as an approved provider of continuing education for licensed mental health counselors. #0060.

  • New York Education Department Board of Creative Arts Therapy (NYSEDCAT)

    CE Learning Systems, LLC  (d/b/a impactce.com) is recognized by the New York State Education Department's State Board of Creative Arts Therapy as an approved provider of continuing education for licensed mental health counselors. #CAT-0008

  • New York Education Department for Licensed Mental Health Counselors (NYSEDLMHC)

    CE Learning Systems, LLC  (d/b/a impactce.com) is recognized by the New York State Education Department's State Board for Mental Health Practitioners as an approved provider of continuing education for licensed mental health counselors. #MHC-0072.

  • New York Education Department Board for Licensed Psychoanalysts (NYSEDLP)

    CE Learning Systems, LLC  (d/b/a impactce.com) is recognized by the New York State Education Department's State Board for Psychoanalysts as an approved provider of continuing education for licensed mental health counselors. #P-0031.

  • New York State Education Department's State Board for Psychology (NYEDPSY)

    CE Learning Systems, LLC  (d/b/a impactce.com) is recognized by the New York State Education Department's State Board for Psychology as an approved provider of continuing education for licensed mental health counselors. #PSY-0016.

  • New York Education Department's State Board for Marriage and Family Therapy (NYEDMFT)

    CE Learning Systems, LLC  (d/b/a impactce.com) is recognized by the New York State Education Department's State Board for Marriage and Family Therapy as an approved provider of continuing education for licensed mental health counselors. #MFT-0045.

Disability Accommodation

We are committed to providing ADA accommodations in compliance with the law. To ensure your needs are met, please inform us of any requirements when you register, ideally at least 30 days before the event. You can do so by emailing support@ce-go.com or calling 888-498-5578.

Technology

1. This virtual event will be hosted via Zoom Webinar, and you may be prompted to download or upgrade your Zoom app if using a mobile device. A strong WiFi connection will be required for best quality.


2. We recommend clicking your "Join Webinar" button early and checking that your speakers are on before the event begins. Please do not worry about being seen or heard! Attendee video feeds and mics are turned off by default when entering a webinar. You will be able to ask questions via the Q&A feature.


3. Please respect that no copying, recording, or distribution of live session content is allowed. CE's are provided for the "live" sessions only. CE's will not be available for the recordings.

Where can I find my Attendee Dashboard link?

Upon registering, you should receive an email from support@ceactivities.com with a link to access your Attendee Dashboard. If you do not see it in your inbox, please check your spam/junk folder. If you still cannot locate the email, you may retrieve your Attendee Dashboard link by clicking HERE

.

CELS Grievance Policy

If a grievance arises pertaining to continuing education activities or processes, please contact Tyler Gibson via confidential email to tyler@celearningsystems.com as soon as possible, so that the nature of the concern may be addressed in a timely fashion.
When to Refer: Foundations of PHP and IOP
You Have Completed This course
Free
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  • CE Hours
    1
  • Type
    Live Interactive Webinar
  • Date
    Thu May 7th, 2026
  • Time
    02:00pm - 03:00pm EDT
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