In this Beyond the Basics webinar presented by the Center on Budget and Policy Priorities on October 14, 2021, in partnership with the American Association on Health and Disability, Karl Cooper, Director of Public Health Programs at AAHD, discusses disability etiquette and basic accessibility considerations for anyone doing enrollment work.

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Knowing the Audience

• Health Disparities for People with Disabilities
• Disability Across the Lifespan

Disability Etiquette

• Disability Etiquette By Disability Category
• Accessibility Challenges When Planning & Hosting An Event
• Accessibility in a Virtual World
• Zoom Accessibility

Tips for Assisting People with Disabilities in the Plan Selection Process

• What the ACA Means for People with Disabilities
• Items to Consider in the Plan Selection Process
• Health Insurance Jeopardy

Resources Available from the National Disability Navigator Resource Collaborative

In this Beyond the Basics webinar presented by the Center on Budget and Policy Priorities on October 12, 2021, Tara Straw, Director of Health Insurance and Marketplace Policy, brings together all of the policies covered in our webinar series by walking through the HealthCare.gov application step-by-step.

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Scenario 1: The Maroney Family

• Automatic redeterminations & renewals
• Changing plans
• Updating income
• Data matching issues

Scenario 2: The Hernandez/Rosta Family

• Determining household composition & size
• Determining income
• Impact of employer-sponsored insurance
• Eligibility for APTC & Medicaid/CHIP

Scenario 3: The Ryan Family

• Calculating self-employment income
• Entering income
• Reporting tobacco use
• Plan selection
• PTC reconciliation

Additional Resources

OE9 Webinar Series

Resources for Determining Household Size

Resources for Calculating Income

Resources for the Marketplace

Resources for Comparing Marketplace Plan Options

Resources for Immigrant Eligibility & Enrollment

In this Beyond the Basics webinar presented by the Center on Budget and Policy Priorities on October 7, 2021, Tara Straw, Director of Health Insurance and Marketplace Policy, provides an in-depth overview of the HealthCare.gov auto-renewal process for 2022 coverage, including the process for plan enrollment and redetermination of premium tax credit eligibility.

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Active Re-enrollment

• Importance of Returning to the Marketplace

Redetermination of APTC by HealthCare.gov

• Redetermination Process for HealthCare.gov
• Notices About Redetermination Process
• Who is Eligible for Redetermination of APTC
• Who is Not Eligible for Redetermination of APTC
• Who is Not Eligible for Auto-Renewal
• How APTC and CSR are Redetermined

Auto-Enrollment for 2022 Plans in HealthCare.gov

• Three Possible Auto-Enrollment Options
• SEP When Auto-Enrolled in New Plan
• Notices About Renewal Process
• Terminating Coverage
• Tips for Assisters

Additional Resources

Key Facts About Auto-Renewal of Premium Tax Credits

Key Facts About Past Due Premiums

In this Beyond the Basics webinar presented by the Center on Budget and Policy Priorities, in partnership with Foundation Communities, on October 5, 2021, Arianna Anaya covers strategies to help consumers understand how insurance works, evaluate and compare marketplace plans, and select the plan that best meets their families’ needs.

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Part I: Using the Enrollment Process to Explain Exchange Plans

• The Marketplace Enrollment Checklist
• Estimating Total Annual Cost
• Choosing the Amount of PTC to Use
• Checking Network & Rx Coverage
• Choosing a Health Plan

Part II: Plan Comparison Strategy

• Talking About Cost & Network
• Essential Health Benefits
• Comparing Plans Based on Cost
• Comparing Plans Based on Network
• Narrowing Plan Selection
• Cost-Sharing & Metal Tiers

Part III: Plan Selection Tips & Tools for Assisters

• Building a Network Overview Cheat Sheet

Additional Resources

OE9 Webinar: Part V Health Insurance Plan Design

Plan Comparison Worksheet

Key Facts About Cost-Sharing Reductions

Key Facts About Cost-Sharing Charges

In this Beyond the Basics webinar presented by the Center on Budget and Policy Priorities on September 28, 2021, Tara Straw, Director of Health Insurance and Marketplace Policy, and Shelby Gonzales, Vice President for Immigration Policy, provide guidance on how to help consumers complete the Marketplace documentation requirements. They explain both how to prevent data matching issues from occurring and how to resolve them when they do occur.

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Overview of Data Matching Issues

• Use of electronic data matching & limitations
• What happens when there is a data matching issue
• Data matching issue notices

Verification of Citizenship & Immigration Status

• Citizenship verification process on the marketplace
• Reasons citizenship data matching may be unsuccessful
• Documents that can be used to verify citizenship
• Immigration status verification process on the marketplace
• Reasons immigration status data matching may be unsuccessful
• Documents that can be used to verify immigration status
• Examples

Verification of Household Income

• Reasons data matching may be unable to verify income
• General rules for income verification
• Documents that can be used to verify income
• Guide to resolving income data matching issues
• Examples

Verification of Other Minimum Essential Coverage

• Overview of minimum essential coverage data matching issues
• Periodic data matching notices

General Tips to Prevent & Resolve DMIs

• Tips to prevent data matching issues
• Tips to resolve data matching issues

Identity Proofing for HealthCare.gov

• Process for identity proofing
• Documents used for identity proofing
• Troubleshooting failed identity proofing

Additional Resources

Reference Guide to Immigration Documents

Yearly Income Guidelines and Thresholds

Troubleshooting Failed Identity Verification

In this Health Reform: Beyond the Basics town hall, presented on March 23, 2021, Tara Straw, Senior Policy Analyst, details how the American Rescue Plan Act significantly impacts marketplace health insurance premiums. Then Jenny Sullivan, Director of Housing and Health Integration, provides an overview of how COVID-19 testing, treatment, and vaccines are covered under different types of health coverage. The town hall also includes an update on public charge by Shelby Gonzales, Director of Immigration Policy.

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COVID-19 Special Enrollment Period at HealthCare.gov

Overview of American Rescue Plan Act Health Provisions

Implementation of the American Rescue Plan Provisions

APTC for People Receiving Unemployment Benefits

COBRA Subsidy

APTC Repayment Forgiveness

Coverage of COVID-19 Testing, Treatment, & Vaccines

• People Enrolled in Medicaid
• People Who Are Uninsured
• People with Private Coverage

Update on Public Charge

Additional Resources

FAQ: Changes to the Marketplace in the American Rescue Plan Act

This Health Reform: Beyond the Basics webinar was presented in partnership with the National Health Law Program on February 16, 2021. Mara Youdelman, Managing Attorney at the National Health Law Program, provided information on marketplace appeals, detailing what decisions can be appealed, how to file an appeal, and ways to expedite the appeal process.

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Overview of Marketplace Eligibility Appeals

What Determinations Can Be Appealed

• CMS Casework
• Insurer Appeals
• State Department of Insurance Appeals
• Marketplace Appeals
• SBM Appeals to FAE
• When a Consumer Can Appeal
• Examples

How to Request an Appeal

• Requesting a Marketplace Eligibility Appeal
• Timeframes for Requesting Appeals
• Requesting to Continue Tax Credits During an Appeal
• Who Can Assist in an Appeal
• Role of Assisters in the Appeals Process
• Examples

Appeals Process & Implementing Eligibility Decision

• First Stage of an Appeal: Informal Resolution
• Second Stage of the Appeal: Formal Resolution/Hearing
• Expedited Appeals
• Eligibility Appeals Decisions
• Implementing the Eligibility Appeals Decision
• Examples

In this Health Reform: Beyond the Basics webinar presented by the Center on Budget and Policy Priorities on November 9, 2020, Tara Straw, Senior Policy Analyst, provides an overview of the various types of health reimbursement arrangements (HRAs) available and how they factor in to the HealthCare.gov application process.

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Overview of HRAs

• Introduction to HRAs
• Types of HRAs

HRAs and Traditional Job-Based Coverage

• HRA Integrated with a Traditional Group Coverage
• Excepted Benefits HRA (EBHRA)

Qualified Small Employer Health Reimbursement Arrangement (QSEHRA)

• Introduction to QSEHRAs
• How to Determine Affordability
• Examples

Individual Coverage Health Reimbursement Arrangement (ICHRA)

• Introduction to ICHRAs
• How to Determine Affordability
• Examples
• How to Answer Questions on HealthCare.gov

Section 125 (Cafeteria) Plans

• Introduction to Section 125 Plans
• ICHRAs and Section 125 Plans
• Examples

Special Enrollment Periods Related to ICHRAs and QSEHRAs

Additional Resources

Employer Coverage & Premium Tax Credit Eligibility Guide

OE8 Webinar Part II: Premium Tax Credits

In this Health Reform: Beyond the Basics webinar presented on October 15, 2020, in partnership with the National Immigration Law Center, Shelby Gonzales, Director of Immigration Policy, and Gabrielle Lessard, Senior Policy Attorney at the National Immigration Law Center, provide an overview about concerns immigrants and their families may have about enrolling in health coverage programs. They review public charge assessments and other relevant policies.

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Climate of Fear and Confusion Threaten to Thwart Health Coverage Access

• Climate of Fear
• Role of Enrollment Assistance Providers

Public Charge

• Summary of Public Charge
• Which Benefits are and are not Considered
• How the Public Charge Assessment Works
• Who is Subject to Public Charge Assessments
• Examples

How Public Benefit Use is Factored Into Public Charge Assessments

• Questions that May Help Weigh Out Risks
• Examples

Understanding and Addressing Concerns Immigrants May Have When Applying for Health Programs

• Addressing Concerns Related to Privacy
• Non-Applicants’ Protections Related to Immigration Status
• Requests for Social Security Numbers
• Tips for Talking About Immigration Status

Additional Resources

Public Charge Resources

Key Facts About Helping Immigrants and Their Families Apply for Health Coverage

In this Health Reform: Beyond the Basics webinar presented on October 8, 2020, Tara Straw, Senior Policy Analyst, provides an overview of the HealthCare.gov auto-renewal process for 2021 coverage, including the process for plan enrollment and redetermination of premium tax credit eligibility.

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Encourage Active Re-enrollment

• Why Should Consumers Choose Active Re-enrollment?

Redetermination of APTC

• Redetermination Process for HealthCare.gov
• Notices About Redetermination Process
• Eligibility for Redetermination of APTC
• Failure to Reconcile
• Example

Auto-Enrollment for 2021 Plans

• Notices About Renewal Process
• Auto-Enrollment Process
• SEP When Auto-Enrolled in New Plan
• Examples
• Canceling 2021 Coverage
• Tips for Assisters

Additional Resources

Key Facts About Auto-Renewal of Premium Tax Credits

Key Facts About Past Due Premiums