Integrated Care Resource Center

On August 26, 2020 from 1:00-2:30 pm ET  the Integrated Care Resource Center (ICRC) hosted a Study Hall Call on Medicare-Medicaid Plan (MMP) Enrollment Processing Updates Resulting from the Comprehensive Addiction and Recovery Act of 2016 (CARA)

This call provided an overview of CARA rules related to MMP enrollment and their impact on MMP enrollment processing for dually eligible beneficiaries. The call also described Medicare Enrollment Periods and Special Election Periods (SEPs) and introduced ICRC resources for demonstration states and enrollment brokers, including:

  • Call scripts that states and enrollment brokers can use to screen individuals with a CARA “lock-in” for Medicare Enrollment Period and SEP eligibility;
  • Reference tables that describe the specific criteria for each Medicare Enrollment Period and Medicare SEP currently available to Medicare beneficiaries, including dually eligible beneficiaries; and
  • A fact sheet that reviews the impact of CARA for MMP enrollment processing.

The call also demonstrated specific example scenarios enrollment broker staff are likely to encounter.

Learning Objectives: By the end of this presentation, viewers should be able to:

  • Describe the impact of certain CARA rules on MMP enrollment processing for dually eligible beneficiaries;
  • Understand Medicare Enrollment Period and SEP criteria; and
  • Use ICRC resources to determine whether dually eligible beneficiaries qualify for a Medicare Enrollment Period or SEP.


  • Alena Tourtellotte, Integrated Care Resource Center
  • Erin Weir Lakhmani, Integrated Care Resource Center
  • LCDR Andrea Cunningham, Medicare-Medicaid Coordination Office (MMCO)

Intended Audience: State Medicaid staff and enrollment broker staff from demonstration states who are involved in MMP enrollment processing and/or providing customer service to dually eligible individuals regarding MMP enrollment. 

Additional resources from this webinar