Outreach & Enrollment Training Resources

Click or scroll down for:

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

UPCOMING CALLS/WEBINARS/CONFERENCES

There are no upcoming calls/webinars/conferences at this time.

ARCHIVED TRAININGS

*CHAMPS/CCHN 2019 OUTREACH & ENROLLMENT DISTANCE LEARNING SERIES*

The CHAMPS/CCHN 2019 Outreach & Enrollment Distance Learning Series is completed. To access the archived webinar recordings and resources from the 2019 series, please visit the Online Archived CHAMPS Distance Learning Events page.

The three-part Outreach & Enrollment Distance Learning Series is intended to highlight effective outreach and enrollment strategies, discuss specific issues affecting health center enrollment staff, and look ahead to the seventh open enrollment period. Review any one session or the whole series. For more information on the series, please visit the Online Archived CHAMPS Distance Learning Events page.

Please contact the CHAMPS Programs Coordinator, Population Health with any questions or training requests.

OE8 Webinar: Health Reimbursement Arrangements (HRAs), November 2020, from CBPP

The Nature of Our Work: CAC Best Practices, October 2020, from Young Invincibles

Digital Messaging for Virtual Open Enrollment, October 2020, from Young Invincibles

OE8 VIII: Special Topics on Assisting Immigrants & Their Families, October 2020, from CBPP

OE8 VII: Auto-Renewal Process on HealthCare.gov, October 2020, from CBPP

OE8 VI: Plan Selection Strategies, October 2020, from CBPP

OE8 V: Plan Design, October 2020, from CBPP

OE8 Part IV: Preventing & Resolving Data Matching Issues, September 2020, from CBPP

OE8 Part III: Immigrant Eligibility for Health Coverage Programs, September 2020, from CBPP

OE8 Part II: Premium Tax Credits, September 2020, from CBPP

OE8 Part I: Determining Households & Income for PTC & Medicaid, September 2020, from CBPP
Best Practices for Assisting People with Disabilities Enroll in Health Coverage, October 2019, from CBPP

Working with Immigrants: What Consumer Enrollment Assistance Providers Need to Know Now, October 2019, from CBPP

Immigrant Eligibility for Health Coverage Programs, October 2019, from CBPP

OE7 Part VI: Plan Selection Strategies, October 2019, from CBPP

OE7 Part V: Plan Design, October 2019, from CBPP

OE7 Part IV: Preventing & Resolving Data-Matching Issues, October 2019, from CBPP

OE7 Part III: Auto-Renewal Process on Healthcare.gov for 2020, October 2019, from CBPP

OE7 Part II: Premium Tax Credits, October 2019, from CBPP

OE7 Part I: Determining Households & Income for PTC & Medicaid, October 2019, from CBPP

Helping Consumers Enroll, October 2019, from CMS

Helping Consumers Apply, October 2019, from CMS

Special Enrollment Periods, February 2019, from CBPP

Post-Open Enrollment Issues: Coverage Year 2018, December 2017, from CBPP

OE5 Explainer: Assisting Lawfully Present Individuals Who Don’t Qualify for Medicaid Based on Immigration Status, November 2017, from CBPP

OE5 Explainer: HealthCare.gov Auto-Renewal Process for 2018, November 2017, from CBPP

Immigration Eligibility for Coverage Programs, October 2017, from CBPP

Assisting People with Disabilities Enroll in Health Coverage, October 2017, from CBPP

Preventing and Resolving Data-Matching Issues, October 2017, from CBPP

Preparing for OE5: Addressing Changes in the Marketplace, September 2017, from CHAMPS/CCHN

Strategies for Maximizing Outreach for OE5September 2017, from Families USA

Part IV: Exemptions, September 2017, from CBPP

Part III: Plan Design and Selection, September 2017, from CBPP

Part II: Determining Household Size and Income, September 2017, from CBPP

Part I: Premium Tax Credit, September 2017, from CBPP

Strengthening Your Compassion Resiliency Toolkit, August 2017, from CHAMPS/CCHN

Outreach to the LGBT Community, August 2017, from Health Outreach Partners and North Carolina Community Health Center Association

Effective Outreach Strategies for People Experiencing Homelessness, August 2017, from Health Outreach Partners and North Carolina Community Health Center Association

Leveraging Outreach and Enrollment Assisters in Community Health Centers, July 2017, from CHAMPS/CCHN

Changes to Special Enrollment Periods (SEPs) and Pre-Enrollment Verification, July 2017, from CBPP

Preparing for 2018: Overview of Changes in the Marketplace, July 2017, from CBPP

The Role of Outreach in Medical-Legal Partnership, June 2017, from Health Outreach Partners and North Carolina Community Health Center Association

Strategies to Conduct Outreach at Agricultural Worker Housing Sites, June 2017, from Farmworker Justice

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

Special Enrollment Periods, February 2017, from CBPP

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

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

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

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

Leading Through Health System Change, May 2014, from APHA

Special Enrollment Periods and Exemptions, May 2014, from CBPP

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

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

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

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

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 

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

FUNDING AND REPORTING INFORMATION 

Centers for Medicare and Medicaid Services (CMS)
Funding opportunity for NCAs that support Navigators – application released annually
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)
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

Reporting

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
Health Center Outreach and Enrollment (O/E) Quarterly Progress Report (QPR) Frequently Asked Questions (FAQ)

TRAINING RESOURCES

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

American Hospital Association (AHA)
Resources for hospitals to help consumers enroll in health coverage
Community Connections Enrollment Toolkit

Centers for Medicare and Medicaid Services (CMS)

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

Website that contains a variety of resources for assisters
Guidance and Regulations on Assistance Programs

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

Training curriculum for American Indians/Alaska Natives and other vulnerable populations
Special Populations Help

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

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

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

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

Community HealthCare Association of the Dakotas (CHAD), CHAMPS, Health Center Association of Nebraska (HCAN), and National Association of Community Health Centers (NACHC)
Editable resource on Outreach & Enabling Services advancing the Quadruple Aim
Outreach & Enabling Services Impact Graphic

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)
Indicators
Outreach Workplanning Powerpoint
Outreach Workplan Table
Outreach Workplan Table Version 2

Health Resources and Services Administration (HRSA)
Background and expectations for ongoing O/E activities
Health Center Outreach and Enrollment (O/E) Assistance Frequently Asked Questions (FAQs) (October 2016)

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
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

National Association of Community Health Centers (NACHC)
Issue brief on expanding the role of enrollment assisters to include enabling services (April 2017)
Expanding the Role of the Enrollment Assister at Community Health Centers

Issue brief on the value of Medical-Legal Partnerships for O/E work (February 2017)
Improving Outreach and Enrollment Efforts in Health Centers Through Medical-Legal Partnerships

Compiled NACHC resources on Outreach & Enabling Services, including policy updates, webinars, and more
Outreach & Enabling Services Resources

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
Tutorials

Online trainings occur a couple of times a month- check this page for upcoming webinar trainings
Upcoming Events