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The USDS Medicaid renewals playbook; a resource for civic technologists engaging in Medicaid renewals work at the state level.

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U.S. Digital Service - Medicaid Renewals Playbook

Background

This playbook was created by the U.S. Digital Service as a rapid-response guide for civic technologists providing direct technical assistance to states during the COVID-19 Public Health Emergency (PHE) Unwinding. The content in this playbook focuses on strategies to rapidly decrease the burden of Medicaid renewals on members of the public and state staff.

This playbook is NOT a source of authoritative, legal, or regulatory guidance and has not been officially endorsed by the Center for Medicaid and CHIP Services (CMCS). It is advisory only, and should be adapted appropriately for each state and scenario. Ultimately, it is the responsibility of state Medicaid officials to ensure that implementation of any project is compliant with federal Medicaid statute and regulations. Refer to CMCS's website for up to date official guidance.

Please contribute to this repository with your questions or additions. To do so, please check out our contribution guide!

Table of contents

How to run a state engagement:

  • Framing: Some advice on how to frame the work both internally and externally
  • Plays and Resources: How to approach the work, engage with state partners, and operate in an impactful way
  • Logistics: The details; who should be on the team, what the schedule should look like, which meetings to run, and how to run them

Common challenges:

Ex-parte renewal challenges Manual renewal challenges
Overview Overview
Income data hierarchy challenges Outreach and messaging
Individualized eligibility Completing a renewal
Social security number challenges Getting help and troubleshooting
Unnecessary reverifications
Wage matching challenges
Policy rules
Caretaker relative challenges
Waiver implementation challenges
Consent requirements
Worst case scenario challenges

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The USDS Medicaid renewals playbook; a resource for civic technologists engaging in Medicaid renewals work at the state level.

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