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Archived Trainings
Funding and Reporting Information
Training Resources
ARCHIVED TRAININGS
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 OE5, September 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
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
Planning Ahead: Collaborating to Maximize Outreach and Enrollment, December 2013, from Enroll America
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 (November 2016)
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)
National Association of Community Health Centers (NACHC)
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