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

  • Medicare and Medicaid Nursing Facility Benefits and Integrated Care (Integrated Care Resource Center/April 2015) This presentation provides an overview of: (1) similarities and differences between Medicare and Medicaid nursing facility benefits; (2) nursing facility quality and performance measurement; (3) Medicare and Medicaid payment methods, amounts, and incentives; and (4) opportunities for quality and care improvement through integrated care. Recording

  • Passive Enrollment of the Newly Medicare-Medicaid Eligible Population into MMPs (Integrated Care Resource Center/April 2015) This webinar explored strategies to passively enroll newly Medicare-Medicaid eligible populations into Medicare-Medicaid Plans (MMPs), especially those individuals who were enrolled in Medicaid before becoming eligible for Medicare. Recording.

  • MMP Enrollment Assistance – Introduction to the Infocrossing Web Portal (Integrated Care Resource Center/March 2015) This webinar on the Infocrossing Web Portal, which supports enrollment processing for Medicare-Medicaid Plans (MMPs), included information on important tools that are available for states, an overview of Infocrossing’s MMP technical guide updates, and upcoming CMS software changes. Recording.

  • State Perspectives on Contracting with D-SNPs (Integrated Care Resource Center/February 2015) This presentation highlights the ICRC Technical Assistance Tool State Contracting with Medicare Advantage Dual Eligible Special Needs Plans: Issues and Options and features a moderated panel discussion among representatives of three states (Minnesota, New Jersey, and Tennessee) with a wide range of experience in contracting with D-SNPs. Recording.

  • Medicare 101 and 201: Issues for States (Integrated Care Resource Center/January 2015) This presentation covers Medicare program basics, including: (1) Medicare-Medicaid enrollee characteristics; (2) Medicare eligibility pathways; (3) an overview of Medicare managed care and state contracting with Medicare Advantage Dual Eligible Special Needs Plans (D-SNPs); (4) overlapping benefits and other Medicare coverage issues; and (5) Medicare policy updates, key dates, and resources relevant for state Medicaid staff.Recording.

  • Building and Validating LTSS Provider Networks (Integrated Care Resource Center/January 2015) This presentation examines strategies for states establishing Medicaid managed long-term services and supports (MLTSS) or integrated care programs to ensure that health plans develop LTSS provider networks to address beneficiaries’ diverse needs. Recording.

  • Enrollment Processing and Technical Assistance for Medicare-Medicaid Demonstration States (Integrated Care Resource Center/December 2014) This presentation reviews the steps in the Medicare-Medicaid Plan (MMP) enrollment process for states participating in capitated model financial alignment demonstrations and highlights lessons about the enrollment process from states that began enrollment in 2013 and 2014. Recording.

  • Engaging Providers in Integrated Care Programs (November 2014) This presentation highlighted tips for engaging providers throughout the design and implementation of integrated care programs; described Virginia’s approach to provider engagement for its financial alignment demonstration; and included an overview of Independent Care Health Plan’s (iCare) approach to building provider relationships. Recording.

  • Working with Medicare: Introduction to State Contracting with D-SNPs (November 2014) This presentation provided an overview of states contracts with Dual Eligible Special Needs Plans (D-SNPs) and how states can advance integration through D-SNP contracting. Recording.

  • Integrated Marketing Rules and Practices for Medicare and Medicaid Managed Care (October 2014) In this presentation, an ICRC speaker provided an overview of the major differences between Medicare and Medicaid marketing requirements and opportunities for better alignment, and a speaker from MassHealth offered lessons learned from the roll out of Massachusetts’ integrated marketing process. Recording.
  • 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.