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States seeking to integrate Medicare and Medicaid services for dually eligible beneficiaries need to consider a variety of issues in program design and implementation such as incorporating behavioral health and long-term services and supports, consumers and providers engagement, and linking Medicare and Medicaid data. Use the filter below to view resources related to these and other topics.

Displaying 16 - 30 of 44

Tip Sheet | June 2017
Four Steps for Managed Care Plans to Promote Person-Centered Planning in Self-Direction Models
This tip sheet suggests steps that managed care plans can take to ensure that case managers are effectively trained on approaches to promote person-centered planning in self-directed delivery models for home- and community-based services. (Integrated Care Resource Center)
June 2017
A Questionnaire to Assess Potential Representatives in Self-Direction Programs
This questionnaire helps individuals and health plan case managers to select an appropriate person to be informally designated as a representative decision-maker. (Integrated Care Resource Center)
Tip Sheet | June 2017
Tips for States to Advance Person-Centered Planning in Self-Direction Models
This tip sheet offers suggestions for states operating managed long-term services and supports programs or other managed integrated care programs to: (1) understand the person-centered planning process; (2) establish robust contract requirements and… (Integrated Care Resource Center)
June 2017
A Questionnaire to Assess Individuals' Ability to Self-Direct Services
This questionnaire helps case managers to assess the ability of an individual to self-direct services, and if the individual requires assistance from a representative. (Integrated Care Resource Center)
Technical Assistance Tool | June 2017
Roles and Responsibilities in a Self-Direction Program
This tool gives examples of the roles and responsibilities of the individual, representative, case manager, information and assistance function, the financial management services function, and the direct care worker. (Integrated Care Resource Center)
June 2017
Frequently Asked Questions about Self-Direction
This document answers common questions about self-direction including: (1) what is self-direction and why is it an important option for individuals receiving HCBS; (2) what are the components of self-direction. The document also defines self-… (Integrated Care Resource Center)
June 2017
Person-Centered and Participant-Directed Services: Implications for Practice
This video describes one social worker's approach to person-centered planning and explanation of self-direction. (Integrated Care Resource Center)
June 2017
Facilitator's Guide
This document accompanies the video and provides questions to help health plan case managers examine their impressions and opinions of what they have watched in the video. (Integrated Care Resource Center)
Other Resource | May 2017
Self-Direction of Home- and Community-Based Services: A Training Curriculum for Case Managers
The ability to direct and manage their own services and supports is important to many individuals who need the home- and community-based services (HCBS) provided through state Medicaid programs. These self-directed models may also be known as "… (Integrated Care Resource Center)
Other Resource | April 2017
Identifying Newly Eligible Medicare-Medicaid Individuals for Enrollment in Capitated Financial Alignment Demonstrations: Frequently Asked Questions (FAQs)
This document answers questions that states have asked about improving the processes they use to regularly identify prospective Medicare-Medicaid individuals for potential enrollment into their capitated financial alignment demonstrations. (Integrated Care Resource Center)
Technical Assistance Tool | April 2017
Tips for States Using Enrollment Brokers in the Capitated Financial Alignment Demonstrations: Beneficiary FAQs and Suggested Responses
This technical assistance tool lists questions frequently asked by beneficiaries enrolling in capitated Financial Alignment Initiative demonstrations, and provides potential responses by enrollment brokers' customer service representatives (… (Integrated Care Resource Center)
Study Hall Call | November 2016
Identifying Newly Eligible Medicare-Medicaid Enrollees for Enrollment in Capitated Financial Alignment Demonstrations
This webinar describes an opportunity identify prospective Medicare-Medicaid enrollees for enrollment into capitated financial alignment demonstrations and provides perspectives from Massachusetts and Michigan on states' use of this process.… (Integrated Care Resource Center)
Study Hall Call | July 2016
Data-Driven Strategies - Analyzing Opt-Outs and Engaging Beneficiaries and Providers
This webinar features state experiences using data-driven strategies to analyze opt-outs and engage beneficiaries and providers in financial alignment demonstrations. (Integrated Care Resource Center)
Other Resource | June 2016
Data-Driven Strategies - Analyzing Opt-Outs and Engaging Beneficiaries and Providers
This document describes the process that states and health plans participating in the capitated financial alignment demonstrations use to submit information to CMS' MARx systems. (Centers for Medicare & Medicaid Services)
Study Hall Call | March 2016
Using Microsoft Access to Simplify Enrollment Reconciliation in Capitated Financial Alignment Demonstrations
This presentation introduces state enrollment staff to a tool to help prioritize transaction reply codes and simplify enrollment reconciliation. (Integrated Care Resource Center)