Resources and Toolkits

States Need More Time to Prepare for Medicaid Work Requirement

States face an unrealistic timeline to implement Medicaid work requirements by January 2027 due to the compliance demands of data integration, system upgrades, and application portal modifications. These challenges are compounded by limited federal guidance, technical system constraints, and insufficient state capacity, making it difficult for states to adapt and administer the changes effectively. Consequently,…

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.

OBBBA Resources for States

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.

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.

Implementing Benefits Eligibility + Enrollment Systems: State Responses to H.R. 1

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.

Digital Government Hub for H.R. 1 Implementation

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.

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.

Adaptable Resources for States and Locals

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.