Resources and Toolkits

User-tested application templates and resources for Medicaid work requirements

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.

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.

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.

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.

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.

Key questions for states to consider during procurement of new technical systems to ensure proper evaluation of product solutions and their effectiveness.

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.

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.

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.

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.