Outreach and Enrollment Training Resources

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Upcoming Calls/Webinars/Conferences
Archived Trainings
Funding and Reporting Information
Training Resources



Overview: Hosted by CHAMPS and Colorado Community Health Network (CCHN), these one-hour distance learning events will take place during the summer of 2017, and will highlight effective outreach and enrollment strategies and discuss specific issues affecting health center enrollment staff.

Target Audience: While these trainings will be developed with outreach and enrollment (O&E) staff in mind, other health center, and Primary Care Association (PCA) staff members may find the content applicable to their positions.

Cost: These events are FREE for Region VIII staff of health centers (Health Center Program Grantees and FQHC Look-Alikes) and PCAs. Continuing education credit is not available for these events. Fees apply for other participants: $50 per link to the webcast. Please visit the Region VIII Health Centers and PCAs page to determine if your organization qualifies for free participation in this live CHAMPS distance learning event.

Save-the-Date Flyer: 2017 CHAMPS/CCHN CHC O&E Distance Learning Series Flyer

Webinar #1:  “A Guide to Storytelling:  Unleashing the Power of Personal Narrative”

This event took place on 6/22/17.
Please visit the CHAMPS Online Archived Distance Learning Events page to access the event recording and support materials.

Webinar #2: “Leveraging O&E Assisters in Community Health Centers”

This event took place on 7/27/17.
Please visit the CHAMPS Online Archived Distance Learning Events page to access the event recording and support materials.

Webinar #3: “Strengthening Your Compassion Resiliency Toolkit”
Presented By: Kay Glidden, Consultant, Compassion Resiliency and Beth Reynolds Lewis, Consultant, Compassion Resiliency
Date: Thursday, August 24
Time: 11:00AM-12:00PM MT (12:00-1:00PM CT)
Learning Objectives: At the end of the session participants will be able to:

  • Identify key factors creating and amplifying stress in their lives
  • Utilize mindfulness resources and strategies to mitigate stressors

Registration: Registration is now open for “Strengthening Your Compassion Resiliency Toolkit.” Please register once per computer being used. Click here to register.

Webinar #4: “Preparing for OE5: Addressing Changes in the Marketplace”
Presented By: Elizabeth Hagan, Associate Director of Coverage Initiatives, Families USA and Heather Bates, Director of Community Engagement, Families USA
Date: Thursday, September 21
Time: 11:00AM-12:00PM MT (12:00-1:00PM CT)
Learning Objectives: At the end of the session participants will be able to:

  • Understand changes in the Federal landscape and their impact on O&E staff to enroll and assist patients
  • Strategies to prepare for Open Enrollment Period Five

Registration: Coming soon!

To learn about other distance learning opportunities from CHAMPS, please click here


A Guide to Storytelling: Unleashing the Power of Personal Narrative, June 2017, from CHAMPS/CCHN

Supporting Assisters in Uncertain Times, April 2017, from Enroll America

Habits of Highly Effective Assisters, September 2016, from CHAMPS/CCHN

Engagement and Advocacy for O&E Staff, August 2016, from CHAMPS/CCHN

Assisting Clients with Complex Medical Needs, July 2016, from CHAMPS/CCHN

Providing Effective Assistance to Survivors of Domestic Violence, June 2016, from CHAMPS/CCHN

Enroll America State of Enrollment Conference 2015 slides from presentations, June 2015, from Enroll America

Building Effective Community Partnerships, June 2015, from CHAMPS/CCHN

Beyond the Basics: Special Enrollment Periods (SEPs), February 2015, from CBPP

Personal Identifiable information (PII) – The Dos and Don’ts, January 2015, from CHAMPS/NWRPCA

Diving Deep on Premium Tax Credits, September 2014, from CHAMPS/CCHN/NWRPCA

Planning for Successful Outreach, August 2014, from CHAMPS/CCHN

Connecting Kids and Teens with Free and Low-cost Coverage, July 2014, from NACHC

Best Practices for Voter Registration and GOTV at Health Centers, July 2014, from Nonprofit Vote

Outreach to Special Populations, July 2014, from CHAMPS/CCHN

Rural Outreach Strategies, June 2014, from CHAMPS/CCHN

Maximizing O&E Staff and Continued Enrollment, June 2014, from CHAMPS/NWRPCA

Review of National Findings: Why Did Some People Enroll and Not Others?, June 2014, from Enroll America

Best Practices for Young Adult Outreach, May 2014, from CHAMPS/CCHN

Making the Business Case for Outreach and Enrollment, May 2014, from CHAMPS/NWRPCA

Leading Through Health System Change, May 2014, from APHA

Special Enrollment Periods and Exemptions, May 2014, from CBPP

Medicaid Expansion and HCH Projects: New Possibilities, Outstanding Opportunities, May 2014, from National Health Care for the Homeless Council

Women and ACA: How to Use Your New Health Coverage (Like a Pro), May 2014, from Enroll America

Building on the Momentum: Increasing Enrollment in Future Enrollment Periods, April 2014, from Families USA

Shifting Gears: The Enrollment Landscape Post-March 31, April 2014, from Enroll America 

Patient Education and Health Insurance Literacy, April 2014, from CHAMPS/CCHN

Using Media to Amplify Outreach and Enrollment Efforts, April 2014, from CMS

The Enrollment Opportunity for Criminal Justice Populations, April  2014, from Enroll America 

Best Practices for Outreach and Managing New Enrollees, April 2014, from National Center for Health in Public Housing

Outreach and Enrollment Data Collection, April 2014, from Office of Population Affairs

What All CHC Staff Should Know about O&E, April 2014, from CHAMPS/NWRPCA

Health Action Webinar: How to Improve Enrollment in the Coming Year, April 2014, from Families USA

Health Happens in Libraries: Prioritizing Patron and Partner Engagement, March 2014, from OCLC Webjunction

Direct Enrollment by Web Brokers and Insurers, March 2014, from Families USA

Helping Consumers Pick a Plan that will Meet Their Health Needs, February 2014, from Families USA

Strengthening Immigrants’ Health Access: Current Opportunities, February 2014, from RCHN Community Health Foundation

Medicaid Eligibility, Enrollment, and Outreach: Changes Coming to the HCH Community, February 2014, from National Health Care for the Homeless Council

Health Insurance + Schools: Why and How to Conduct School-Based Outreach, January 2014, from Enroll America

Key Messages for the Latino Community, January 2014, from Enroll America

Outreach and Enrollment when Families are Seeking Health Care Services, December 2013, from CMS

Outreach and Enrollment: Open Enrollment Lessons Learned and Strategies Moving Forward, December 2013, from Health Outreach Partners

Planning Ahead: Collaborating to Maximize Outreach and Enrollment, December 2013, from Enroll America

Outreach Across Underserved Populations: Findings from HOP’s 2012-2013 National Needs Assessment, November 2013, from Health Outreach Partners 

She Knows: Healthy Homecomings Info Session, November 2013, from Enroll America 

Effective Outreach and Enrollment Practices to Latino Youth & Adolescents, October 2013, from SAMHSA

Learning and Leading Together: Promising Outreach Practices During Open Enrollment, October 2013, from Enroll America


Centers for Medicare and Medicaid Services (CMS)
Funding opportunity announcement (FOA) for the 2015 Navigator grants
*Please note that this grant cycle will be 36 months instead of 12 months and is not available to organizations in Colorado*
Cooperative Agreement to Support Navigators in Federally-facilitated and State Partnership Marketplaces

For more information about the grant and instructions on how to apply, visit Grants.gov and search for CDFA number 93.332

Health Resources and Services Administration (HRSA)
Information on the one-time supplemental funding awards announced mid-December, 2013 (February 2014)
Health Center Outreach and Enrollment One-Time Supplemental Funding Frequently Asked Questions

Use the map to click on states and see which health centers were awarded HRSA grant money for outreach and enrollment (2014)
Outreach and Enrollment Assistance Awards by State

Information about funding, appropriate roles for outreach and enrollment staff, and specific information about what staff members can and cannot do during outreach and enrollment activities (October 2013)
HRSA Health Center Outreach and Enrollment Assistance Supplemental Funding Frequently Asked Questions


Health Center grantee organizations are required to complete Quarterly Progress Reports (QPRs) on Outreach and Enrollment. Reports can be found and submitted in the Electronic Handbooks (EHB). Failure to submit the reports may result in the grant being placed on draw restriction.  As of August 2014, PCAs receiving O/E funding from HRSA are not required to complete O/E QPRs.
Electronic Handbooks

Information on how to access, complete, and submit the QPR
Outreach and Enrollment Quarterly Progress Report (QPR): A Quick Reference Sheet for Grantees

Sample Health Center Outreach and Enrollment (O/E) Quarterly Progress Report


Planning an outreach and enrollment summit or statewide meeting?  Click below to download a packet of sample agendas from PCAs in Region VIII.
O&E Statewide Summit Sample Agendas

Centers for Medicare and Medicaid Services (CMS)
Tip sheet for assisters on interpreting the summary of benefits and coverage that comes with health plans, as well as information on how to use the summary of benefits and coverage to help consumers compare health plans (March 2015)
Understanding the Summary of Benefits and Coverage (SBC): Fast Facts for Assisters

Tip sheet on complying with final rule consumer assistance guidelines for Navigators, CACs, and other assistance personnel (January 2015)
Assister Tip Sheet: Dos and Don’ts for Outreach and Education Assistance Activities in Federally-facilitated and State Partnership Marketplaces

Describes the different types of enrollment roles that staff at Health Centers and Primary Care Associations (PCAs) can have (July 2013)
Assistance Roles to Help Consumers Apply & Enroll in Health Coverage through the Marketplace

Link to CMS webpage with 2014-2015 Navigator and CAC recertification information
In-Person Assistance in the Health Insurance Marketplaces

Website that contains a variety of resources for assisters
Resources for Assisters

Website with a variety of training resources for assisters
Training for Navigators, Agents, Brokers, and Other Assisters

If you are a CAC designated organization and interested in sharing your All-Star Assister story, please send an email to CACQuestions@cms.hhs.gov, put your organization’s name and the words “ALL-STAR ASSISTER” in the subject line, and tell CMS your creative tips or examples of reaching out to consumers and assisting with enrollment.

Colorado PEAK
Website with various documents and resources related to PEAK usage
Training Documents

Enroll America/CHAMPS
Tools to help O&E staff do effective work planning
How to Create an Outreach Work Plan (December 2013)
Outreach Planning 2.0, Reaching and Engaging Consumers (December 2013)
Outreach Workplanning Powerpoint
Outreach Workplan Table
Outreach Workplan Table Version 2

Enroll America
Training toolkit for organizations looking to build or maintain a CAC program (September 2014)
CAC Organization Toolkit

US Department of Health and Human Services
Training curriculum for refugees and other vulnerable populations
Information for Navigator Programs-Refugee and Other Special Populations

Health Resources and Services Administration (HRSA)
Training and related requirements for health centers in Federally Facilitated Marketplaces (FFMs) or State-Partnership Marketplaces
Health Center Outreach and Enrollment (O/E) Training FAQs for Federally Facilitated Marketplaces and State Partnership Marketplaces

Training and related requirements for health centers in State-Based Marketplaces
Health Center Outreach and Enrollment (O/E) Training FAQs for State-Based Marketplaces

Outreach and Enrollment FAQs (last update October 2014)
Outreach and Enrollment General FAQs

Michigan Primary Care Association (MPCA)
Using the SMART objectives to accomplish effective outreach and enrollment planning
Establishing Goals and Objectives for Outreach and Enrollment

Information about setting goals for and monitoring individual staff performance
Outreach and Enrollment Staff Performance Metrics

National Academy for State Health Policy (NASHP)
Brief that provides an overview of federal training for Marketplace assisters in FFMs (January 2014)
Medicaid Agency Training for Consumer Assisters in Federally Facilitated Marketplace States

Robert Wood Johnson Foundation
Guide for Navigators including 270 FAQs on eligibility, enrollment, tax credits, and cost sharing (March 2014)
Navigator Resource Guide on Private Health Insurance Coverage and the Health Insurance Marketplaces

UDS Mapper
Mapping system that can help inform users about the current geographic extent of health centers and population indicators such as health and income, which can help outreach and enrollment staff plan outreach and enrollment activities
About the UDS Mapper

Access to many different types of tutorials including introduction to the system and tools for more experienced users

Online trainings occur a couple of times a month- check this page for upcoming webinar trainings
Webinar Trainings