State Technical Assistance Opportunities

The Integrated Care Resource Center (ICRC) offers technical assistance to help states improve the coordination of care for Medicare-Medicaid beneficiaries through the development of new integrated care programs. Technical assistance is available to states at all levels of readiness.

In addition to one-on-one state technical assistance, the ICRC coordinates the following collaborative learning call series for states that are in the design or implementation phase of Medicare-Medicaid integration activities:

Medicare-Medicaid Integration Study Hall Call Series This virtual learning opportunity is for states preparing to implement either capitated or managed fee-for-service Medicare-Medicaid financial alignment models. Topics have included enrollment, program monitoring, member outreach, readiness reviews, and provider network development. Any state pursuing an integrated model for Medicare-Medicaid enrollees may participate. For more information, contact Michelle Soper, Center for Health Care Strategies, at

  • Participant Direction in Integrated Care Programs (Integrated Care Resource Center/July 2014) In this presentation, a representative of the National Resource Center for Participant-Directed Services gave a brief overview of participant direction and provided findings from a recent review of contract language while speakers from Massachusetts' Commonwealth Care Alliance health plan described how the plan supports members who wish to self-direct services. Recording.
  • Medicare Advantage D-SNP Contract Oversight and Quality Monitoring (May 2014) This document summarizes a telephone discussion among states, the Centers for Medicare & Medicaid Services, the National Association of Medicaid Directors, and ICRC about Medicare Advantage (MA) Dual Eligible Special Needs Plan (D-SNP) contract oversight and quality monitoring procedures.
  • Update on Evaluations of Financial Alignment Demonstrations: Part 1 (April 2014) RTI staff gave a detailed description of the initial steps in the evaluation of state demonstrations under the Financial Alignment Initiative, including: (1) receipt of an introduction letter with state-specific evaluation team members’ names and contact information; (2) use of the State Data Reporting System; and (3) use of the “finder file” for the evaluation. Recording.
  • Integrated Denial Notice (November 2013) CMS provided background on the integrated denial notice and discussed the applicability of the integrated denial notice outside of the financial alignment demonstrations, using New York as an example. Recording.
  • Marketing and Member Materials (July 2013) CMS provided an overview of demonstration marketing principles, CMS marketing guidance, and marketing surveillance activities for states participating in the capitated Financial Alignment Demonstration. State staff from MassHealth’s One Care program described Massachusetts’ experiences in marketing its program. Recording.
  • Enrollment Guidance (June 2013) CMS described the process for beneficiary enrollment in Medicare-Medicaid Plans. The accompanying reference guide describes the process that states and health plans participating in the capitated Financial Alignment Demonstration will use to submit information to CMS’ MARx systems.
  • The Three Way Contract (May 2013) CMS provided an overview of the three way contract organization, discussed the interplay between the contract and other demonstration documents, and described the contract development and review processes.
  • Integrated Appeals & Grievances (April 2013) CMS provided an overview of the Medicare appeals process and gave examples of the integrated Medicare/Medicaid appeals processes in proposed for the demonstrations in California, Massachusetts, Ohio, and New York.
  • Training Strategies and Lessons Learned (August 2012) Discussed the training strategies and lessons learned from the implementation of Tennessee’s Medicaid managed long-term services and supports program.