Resources and Toolkits
Implementing Medicaid Work Requirements
Tools and templates for states to improve Medicaid work requirement communications, including paper & online application templates updated post-IFR and digital interactive guide
Model Medicaid Community Engagement Outreach Notice (English/Spanish)
Plain-language notice template in English and Spanish so Medicaid agencies can help clients understand new work reporting requirements
Helping States Respond to the New Medicaid Rules
Piece on the need for states to work quickly to build Medicaid systems that serve clients efficiently and impactfully, with information related to CMS’s Interim Final Rule
Projected Reductions in Medicaid Expansion Enrollment Under OBBBA’s Work Requirements and Six-Month Redeterminations
An analysis projecting Medicaid expansion disenrollments on the national, state, and subgroup level beginning in 2027, estimating between 4.9 million and 10.1 million adults could lose coverage by 2028 due to administrative barriers and reporting requirements.
Screening for SNAP Work Requirements Using Human-Centered Design
Webinar featuring an in-depth walk through of the screening questionnaire, highlighting design and content decisions made based on feedback from SNAP clients and advocates. Passcode: &Hd64icK
Medicaid Auto-Renewals and Work Requirement Mandates: Lessons for States
Webinar session to discuss Medicaid unwinding lessons, strategies to coordinate work requirement and ex parte renewals, and methods toward designing flexible, efficient, and sustainable systems. Passcode: ^m3Q+Fuz
A Human-Centered SNAP Work Requirements Screener
Human-centered design best practices to screen for Medicaid work requirement exemptions
A New Tool for Implementing Medicaid Work Requirements
User-tested application templates and resources for Medicaid work requirements
Open Source Software Tool (OSCER) 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.
Metrics That Matter For States Under H.R. 1
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.
Implementing Medicaid Work Requirements
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.
Human-Centered Work Requirements for Medicaid
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.
Work Requirements Implementation Resources Toolkit
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.
Blueprinting SNAP Work Requirements
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.