Resources and Toolkits
A Guide to Reducing Coverage Losses Through Effective Implementation of Medicaid’s New Work Requirement
Outlines strategies to reduce coverage losses including minimizing administrative and applicant burden, streamlining verification processes, creating accessible and user-friendly forms and portals, and strengthening communication and outreach efforts.
Guide to provide states with policy and technical strategies to reduce procedural terminations under Medicaid work requirements, including simplifying verification processes, mitigating automation risks, managing vendor
Various templates for state and local governments to meet OBBBA requirements, including primers for program staff and state leadership, targeted flyers for populations (e.g. veterans, unhoused, older adults), and work requirements checklists.
Guide explaining automatic benefit notice generation process while walking through common underlying system errors (e.g. missing or incorrect information) providing insight on how back-end design decisions cause these issues. Provides strategies to improve notice process and output such as targeted questions on system logic, workarounds for caseworkers, and structural reform through data flow, boilerplate language, and delivery practices.
Blueprint on how work requirement policy impacts the process of SNAP application, determination, and maintained eligibility. Provides human-centered implementation recommendations such as focused support, ease of exemptions, discovery/comprehensive interview to capture compliance.
Toolkit for states to define “medical frailty” work reporting requirement exemption through mechanism of alignment while aligning with CMS standards.
A central resource library for state, local, tribal, and territorial governments working to implement public benefits policy and system changes created through OBBBA, featuring Medicaid work requirements and SNAP PER topic sections.
Outlines four proactive strategies to design resilient and adaptable technical systems including feature flags, modularity, configurability, and phased approaches.
Key questions for states to consider during procurement of new technical systems to ensure proper evaluation of product solutions and their effectiveness.
Key questions for states to consider in human-centered vendor acquisition, focused on collaborative co-design and continuous feedback from enrollees and caseworkers during systems testing and development, proactive bias mitigation, accessibility, and strong data protection and interoperability standards.
Evidence-based recommendations for states to optimize implementation of work requirements include: integrating compliance and exemption information and reporting into a single streamlined process, designing clear and actionable notices, utilizing text communications, and building mobile-friendly platforms.
Outlines cases in which generative AI can be appropriately deployed by grounding use in human-centered problem statements. Highlights practical application such as data extraction, summarization, and entity resolution to reduce caseworker burden while maintaining responsible oversight.
Explainer on state IEE system fundamentals, outlining key technologies, opportunities, risks, and stakeholders involved for implementation guidance to improve benefit accessibility and efficiency.
Features interviews from seven states on adaptation journeys in response to SNAP and Medicaid on integrated eligibility and enrollment. Insights include states awaiting federal guidance, standing up work groups, putting technology road map placeholders, prioritizing SNAP PER, making changes to end-of-life systems, rethinking data sharing, and considering population impacts.
Implementation-oriented framework to support states with adapting to community engagement/work requirements. Features overview of “look back” period and four-step compliance flow including: checking for automatic hardship, screening for exemptions, checking for participation, and allowing for requestable hardship.
Implementation details on Medicaid work requirements outlining affected populations, exemptions, compliance pathways, information on state policy choices, and implementation timeline.
Toolkit outlining key implementation milestones for states to launch work reporting requirements including creation of governance structure, shaping policy and operational design (e.g. defining state choice for “look back period”, qualifying compliance activities, etc.), preparing staff and systems readiness, partner engagement, enrollee education, and monitoring and oversight.
High-level overview of Medicaid work requirements and populations subject to work requirements, key state decisions, communication and federal engagement strategy, etc.
Toolkit outlining federal statutory definitions for qualifying activities and mandatory exemptions, describing criteria for ex parte verifications, and assessing need for additional application questions.
Guide on how state agencies can develop legible and flexible metrics to assess implementation of new work requirements, outlining how to build, capture, and effectively utilize metrics to monitor impact for operational awareness and decisionmaking.
Timeline of key OBBBA Medicaid policy changes, highlighting those with greatest operational impact and upcoming deadlines for state and territory agencies.
Centralized hub for OBBBA Medicaid-related information for state implementation support. Features topics outlining communications and outreach, marketplace provisions, work requirements reporting, non-citizen eligibility changes, reporting and evaluation, rural health transformation, and state-specific impact estimates.
Open-source community engagement reporting (OSCER) tool enables states to achieve work requirements compliance automatically using client and ex parte data, or otherwise provide link for manual certification or exemption application. Provides staff with case management and reporting tools, and sends results to state Medicaid agencies for issuance or disenrollment.
Key strategies to improve accuracy and efficiency of SNAP program delivery, including evaluating intervention impacts independently, developing strong proxy metrics, watching for unintended consequences, strategically reviewing most error-prone case elements and actions, leveraging new technology for caseworkers, and improving client communication and outreach.
Repository of resources for state administrators to support the implementation of work requirement policies through overview of implications and recommendations of smart system designs and processes.
Various templates for state and local governments to meet OBBBA requirements, including primers for program staff and state leadership, targeted flyers for populations (e.g. veterans, unhoused, older adults), and work requirements checklists.
Blueprint on how work requirement policy impacts the process of SNAP application, determination, and maintained eligibility. Provides human-centered implementation recommendations such as focused support, ease of exemptions, discovery/comprehensive interview to capture compliance.
A central resource library for state, local, tribal, and territorial governments working to implement public benefits policy and system changes created through OBBBA, featuring Medicaid work requirements and SNAP PER topic sections.
Outlines four proactive strategies to design resilient and adaptable technical systems including feature flags, modularity, configurability, and phased approaches.
Explainer on state IEE system fundamentals, outlining key technologies, opportunities, risks, and stakeholders involved for implementation guidance to improve benefit accessibility and efficiency.
Features interviews from seven states on adaptation journeys in response to SNAP and Medicaid on integrated eligibility and enrollment. Insights include states awaiting federal guidance, standing up work groups, putting technology road map placeholders, prioritizing SNAP PER, making changes to end-of-life systems, rethinking data sharing, and considering population impacts.
Key strategies to improve accuracy and efficiency of SNAP program delivery, including evaluating intervention impacts independently, developing strong proxy metrics, watching for unintended consequences, strategically reviewing most error-prone case elements and actions, leveraging new technology for caseworkers, and improving client communication and outreach.
Repository of resources for state administrators to support the implementation of work requirement policies through overview of implications and recommendations of smart system designs and processes.
A Guide to Reducing Coverage Losses Through Effective Implementation of Medicaid’s New Work Requirement
Outlines strategies to reduce coverage losses including minimizing administrative and applicant burden, streamlining verification processes, creating accessible and user-friendly forms and portals, and strengthening communication and outreach efforts.
Guide to provide states with policy and technical strategies to reduce procedural terminations under Medicaid work requirements, including simplifying verification processes, mitigating automation risks, managing vendor
Guide explaining automatic benefit notice generation process while walking through common underlying system errors (e.g. missing or incorrect information) providing insight on how back-end design decisions cause these issues. Provides strategies to improve notice process and output such as targeted questions on system logic, workarounds for caseworkers, and structural reform through data flow, boilerplate language, and delivery practices.
Toolkit for states to define “medical frailty” work reporting requirement exemption through mechanism of alignment while aligning with CMS standards.
Key questions for states to consider during procurement of new technical systems to ensure proper evaluation of product solutions and their effectiveness.
Key questions for states to consider in human-centered vendor acquisition, focused on collaborative co-design and continuous feedback from enrollees and caseworkers during systems testing and development, proactive bias mitigation, accessibility, and strong data protection and interoperability standards.
Evidence-based recommendations for states to optimize implementation of work requirements include: integrating compliance and exemption information and reporting into a single streamlined process, designing clear and actionable notices, utilizing text communications, and building mobile-friendly platforms.
Outlines cases in which generative AI can be appropriately deployed by grounding use in human-centered problem statements. Highlights practical application such as data extraction, summarization, and entity resolution to reduce caseworker burden while maintaining responsible oversight.
Implementation-oriented framework to support states with adapting to community engagement/work requirements. Features overview of “look back” period and four-step compliance flow including: checking for automatic hardship, screening for exemptions, checking for participation, and allowing for requestable hardship.
Implementation details on Medicaid work requirements outlining affected populations, exemptions, compliance pathways, information on state policy choices, and implementation timeline.
Toolkit outlining key implementation milestones for states to launch work reporting requirements including creation of governance structure, shaping policy and operational design (e.g. defining state choice for “look back period”, qualifying compliance activities, etc.), preparing staff and systems readiness, partner engagement, enrollee education, and monitoring and oversight.
High-level overview of Medicaid work requirements and populations subject to work requirements, key state decisions, communication and federal engagement strategy, etc.
Toolkit outlining federal statutory definitions for qualifying activities and mandatory exemptions, describing criteria for ex parte verifications, and assessing need for additional application questions.
Guide on how state agencies can develop legible and flexible metrics to assess implementation of new work requirements, outlining how to build, capture, and effectively utilize metrics to monitor impact for operational awareness and decisionmaking.
Timeline of key OBBBA Medicaid policy changes, highlighting those with greatest operational impact and upcoming deadlines for state and territory agencies.
Centralized hub for OBBBA Medicaid-related information for state implementation support. Features topics outlining communications and outreach, marketplace provisions, work requirements reporting, non-citizen eligibility changes, reporting and evaluation, rural health transformation, and state-specific impact estimates.
Open-source community engagement reporting (OSCER) tool enables states to achieve work requirements compliance automatically using client and ex parte data, or otherwise provide link for manual certification or exemption application. Provides staff with case management and reporting tools, and sends results to state Medicaid agencies for issuance or disenrollment.