Assister webinars
CMS hosts webinars for assisters that offer updates, tips, summaries of specific policies, and information about outreach and enrollment initiatives. The webinar invitation is sent out via email and a recording of the webinar is posted online. To sign up for the CMS Weekly Assister Webinar invitations, please send a request to the Assister Listserv inbox (ASSISTERLISTSERV@cms.hhs.gov) and write “Add to listserv” in the subject line. Please include the email address that you would like to add to the listserv in the body of your email.
Content in the Assister Newsletters and webinars is relevant to your work if you are a Navigator, non-Navigator assistance personnel (“in-person assister”), or certified application counselor (collectively, an assister) in a state with a Federally-facilitated Marketplace or State Partnership Marketplace. Please note that the information presented in the Assister Webinars is informal, technical assistance for sisters, and is not intended as official CMS guidance. Webinar content reflects policy and operations at the date of publication and generally has not been updated to reflect any changes subsequent to the date of publication. Assisters should continue to refer to the applicable statutes and regulations, and to formal CMS guidance, for complete and current information about the requirements that apply to their work.
10/23/24
Topics include:
Providing Effective Communication and Language Assistance (PDF)
10/16/24
Topics include:
Assister Do's and Don'ts (PDF); Creating Outreach and Education Events (PDF)
10/9/24
Topics include:
Rock Enroll! Ready to Enroll and Renew PY 2025 (PDF)
Posted October 2024
Topics include:
Assister Conflict of Interest Requirements (PDF); Obtaining Consumer Authorization and Handling Consumers’ Personally Identifiable Information (PII) in the Federally-facilitated Marketplace (FFM) (PDF); Tips for Assisters on Working with Outside Organizations (PDF)
9/25/24
Topics include:
Medicaid and CHIP Overview (PDF)
9/18/24
Topics include:
Marketplace Eligibility Appeals Process Overview (PDF)
8/28/24
Topics include:
Immigrant Eligibility for Marketplace and Medicaid and CHIP Coverage (PDF)
7/24/24
Topics include:
Transitioning from Marketplace to Medicare Coverage (PDF)
7/17/24
Topics include:
New Sexual Orientation and Gender Identity (SOGI) Questions on the Marketplace Application (PDF)
6/12/24
Topics include:
Advance Payments of the Premium Tax Credit (APTC) and Cost-sharing Reduction (CSR) Basics (PDF)
6/5/24
Topics include:
Assisting American Indian and Alaska Native Consumers (PDF)
5/15/24
Topics include:
Understanding COBRA (PDF)
4/17/24
Topics include:
Special Enrollment Periods, SEP Verification, and Complex Case Scenarios (PDF)
4/3/24
Topics include:
Reducing Racial Disparities in Health Outcomes and Promoting Equity (PDF), Summary of Benefits and Coverage (PDF)
3/13/24
Topics include:
How to Resolve Income Data Matching Inconsistencies (DMIs) (PDF), Coverage to Care (PDF)
3/12/24
Topics include:
Taxes, Exemptions, Reconciling Advance Payments of the Premium Tax Credit, and Failure to File and Reconcile (PDF)
Posted January 2024
Topics include:
Assisting Incarcerated and Recently Released Consumers (PDF)
1/24/24
Topics include:
Health Plan Coverage Effectuation: Payment, Grace Periods, and Terminations (PDF)
Posted 12/7/23
Topics include:
Obtaining Consumer Authorization and Handling Consumers’ Personally Identifiable Information (PII) in the Federally-facilitated Marketplace (FFM)
11/30/23
Topics include:
Assister Conflict of Interest Requirements
11/15/23
Topics include:
Internal Claims and Appeals and the External Review Process Overview (PDF)
Posted 11/8/23
Topics include:
Marketplace Eligibility Appeals Process Overview; Creating Outreach and Education Events
Posted 11/2/23
Topics include:
Assister Do's and Don'ts
10/25/23
Topics include:
Transitioning from Marketplace to Medicare Coverage
10/18/23
Topics include:
New Sexual Orientation and Gender Identity (SOGI) Questions on the Marketplace Application; Rock Enroll! Ready to Enroll and Renew PY 2024
10/11/23
Topics include:
Plan Year 2024 Auto Re-Enrollment Bronze to Silver Crosswalk for Assisters (PDF); Consumer Options for Terminating Plans and Reporting Changes (PDF)
10/4/23
Topics include:
Complex Case Web Form Presentation for Assisters (PDF)
9/27/23
Topics include:
Pregnancy, Prenatal Care, and Newborn Coverage Options (PDF)
9/6/23
Topics include:
Medicaid and CHIP Overview
8/23/23
Topics include:
Tips for Assisters on Working with Outside Organizations
8/9/23
Topics include:
Understanding COBRA
7/19/23
Topics include:
Assisting Rural Consumers (PDF)
7/12/23
Topics include:
Assisting Consumers with Disabilities (PDF)
6/21/23
Topics include:
Advance Payments of the Premium Tax Credit (APTC) and Cost-sharing Reduction (CSR) Basics (PDF); Special Enrollment Periods Update (PDF)
4/26/23
Topics include:
Summary of Benefits and Coverage
4/12/23
Topics include:
Special Enrollment Periods, SEP Verification, and Complex Case Scenarios
4/10/23
Topics include:
Marketplace Enhanced Outreach for Consumers Who Lose Medicaid or CHIP Coverage (PDF)
3/22/23
Topics include:
Coverage to Care Resources
3/15/23
Topics include:
How to Resolve Income Data Matching Inconsistencies (DMIs)
2/22/23
Topics include:
Taxes, Exemptions, Reconciling Advance Payments of the Premium Tax Credit, and Failure to File and Reconcile
2/15/23
Topics include:
Marketplace Special Enrollment Period for Medicaid Continuous Enrollment Condition Unwinding (PDF)
2/8/23
Topics include:
Health Plan Coverage Effectuation: Payment, Grace Periods, and Terminations
1/25/23
Topics include:
From Marketplace to Medicare
11/30/22
Topics include:
Resources for the Uninsured: Connecting Uninsured Consumers to Health Care Resources (PDF)
11/16/22
Topics include:
Medicaid and CHIP Overview
11/9/22
Topics include:
Obtaining Consumer Authorization and Handling Consumers’ Personally Identifiable Information in the Federally-facilitated Marketplace
11/2/22
Topics include:
Assister Do's and Don'ts; Encouraging Consumers to Provide Information on Race and Ethnicity when Completing Marketplace Applications (PDF)
10/26/22
Topics include:
Rock'Enroll!: Ready to Enroll and Renew PY 2023; Affordability of Employer Coverage for Family Members of Employees: (PDF)
"Fixing the Family Glitch" (PDF); Direct Assister-to-Consumer Outreach Pilot and New Outreach Letter for Open Enrollment 2023 (PDF)
10/12/22
Topics include:
Marketplace Eligibility Appeals Process Overview
9/7/22
Topics include:
Creating Outreach and Education Events
8/31/22
Topics include:
Tips for Assisters on Working with Outside Organizations; Outreach & Enrollment into Health Coverage: A Frontline Guide for Engaging People Experiencing Homelessness (National Health Care for the Homeless Council) (PDF)
8/10/22
Topics include:
Assisting American Indian and Alaska Native Consumers
7/27/22
Topics include:
Consumer Options for Terminating Plans and Reporting Changes, Complex Case Scenarios: Pregnancy, Prenatal Care, and Newborn Coverage Options
7/13/22
Topics include:
Assisting Incarcerated and Recently Released Consumers, Assisting Individuals with Substance Use or Mental Disorders with Health Insurance Enrollment (SAMHSA) (PDF)
6/22/22
Topics include:
Summary of Benefits and Coverage (SBC)
6/8/22
Topics include:
Immigrant Eligibility for Marketplace and Medicaid and CHIP Coverage
5/11/22
Topics include:
Internal Claims and Appeals and the External Review Process Overview
4/27/22
Topics include:
Understanding COBRA
4/13/22
Topics include:
Advance Payments of the Premium Tax Credit (APTC) and Cost-sharing Reduction (CSR) Basics
3/23/22
Topics include:
Special Enrollment Period Overview and Complex Case Scenarios
3/16/22
Topics include:
Redesigned Marketplace Eligibility Notice (PDF)
3/10/22
Topics include:
Taxes, Exemptions, Reconciling APTC, and Failure to File and Reconcile
3/9/22
Topics include:
How to Resolve Income Data Matching Issues (DMIs), Coverage to Care
3/2/22
Topics include:
Understanding the Good Faith Estimate and Patient-Provider Dispute Resolution Process (PDF)
2/23/22
Topics include:
The No Surprises Act: An Overview for Assisters, Advocates, Agents and Brokers (PDF)
2/9/22
Topics include:
Health Plan Coverage Effectuation: Payments, Grace Periods, and Terminations
12/15/21
Topics include:
Reducing Racial Disparities in Health Outcomes and Promoting Equity
12/8/21
Topics include:
Marketplace Eligibility Appeals Process Overview, Resources for the Uninsured: Connecting Uninsured Consumers to Health Care Resources
12/1/21
Topics include:
Medicaid and CHIP Overview
11/10/21
Topics include:
From Marketplace to Medicare
10/20/21
Topics include:
Income Eligibility Using Modified Adjusted Gross Income (MAGI) Rules (PDF)
9/22/21
Topics include:
Assister Conflict of Interest Requirements, Assister Do’s and Don’ts
9/8/21
Topics include:
Tips for Assisters on Working with Outside Organizations, Obtaining Consumer Authorization and Handling Consumers’ Personally Identifiable Information in the Federally-facilitated Marketplace (PDF)
Topics include:
Understanding COBRA
8/6/21
Topics include:
Failure to File and Reconcile Operational Flexibilities for Plan Years 2021 and 2022 (PDF)
8/4/21
Topics include:
American Rescue Plan Batch Redetermination of APTC (PDF)
7/21/21
Topics include:
2021 Special Enrollment Period in Response to the COVID-19 Emergency (PDF), and Consumer Options for Terminating Plans and Reporting Changes
6/30/21
Topics include:
Unemployment Compensation, Advance Payments of the Premium Tax Credit (APTC), and Cost-sharing Reductions (CSRs) Under the American Rescue Plan Act of 2021 (ARP) (PDF)
6/16/21
Topics include:
Health Plan Coverage Effectuation: Payments, Grace Periods, and Terminations, Providing Effective Communication and Language Assistance (PDF)
5/12/21
Topics include:
Taxes, Exemptions, Reconciling Advance Payments of the Premium Tax Credit (APTC), and Failure to File and Reconcile (FTR), Application Spotlight: Employer-Sponsored Coverage (ESC), Individual Coverage Health Reimbursement Arrangements (ICHRAs), and Qualified Small Employer Health Reimbursement Arrangements (QSEHRAs) (PDF)
4/28/21
Topics include:
COVID-19 Vaccines: Who, What, Where, and Why (PDF)
3/31/21
Topics include:
What Assisters Need to Know About the American Rescue Plan Act of 2021 (PDF)
3/10/21
Topics include:
From Coverage to Care
2/5/21
Topics include:
Complex Case Web Form Presentation for Assisters
1/13/21
Topics include:
Resources for the Uninsured: Connecting Uninsured Consumers to Health Care Resources
12/16/20
Topics include:
Marketplace Eligibility Appeals Process Overview
11/18/20
Topics include:
Application Spotlight: Family and Household Composition Section (PDF)
10/14/20
Topics include:
Assister Do's and Don'ts; Obtaining Consumer Authorization and Handling Consumers’ Personally Identifiable Information (PII) in the Federally-facilitated Marketplace (FFM)
9/30/20
Topics include:
Health Reimbursement Arrangements and the Marketplace: Policy and Application Overview (PDF)
9/16/20
Topics include:
Summary of Benefits and Coverage (SBC)
9/9/20
Topics include:
Tips for FFM Assisters on Working with Outside Organizations
8/12/20
Topics include:
APTC and CSR Basics
7/29/20
Topics include:
From Marketplace to Medicare (PDF)
7/15/20
Topics include:
Income Eligibility Using Modified Adjusted Gross Income (MAGI) Rules (PDF)
6/24/20
Topics include:
Transitioning from Employer-Sponsored Coverage to Other Health Coverage (PDF)
5/13/20
Topics include:
Medicaid and CHIP Overview
4/29/20
Topics include:
Understanding COBRA – updated July 2020
4/24/20
Topics include:
Timely Topics
2/19/20
Topics include:
Complex Cases: Navigating Eligibility for SEPs and Resolving SVIs and DMIs
1/22/20
Topics include:
Reconciling Advance Payments of the Premium Tax Credit (APTC) and Failure to File and Reconcile (FTR), Special Enrollment Period for Individual Coverage Health Reimbursement Arrangements (ICHRA) and Qualified Small Employer Health Reimbursement Arrangements (QSEHRA)
12/18/19
Topics include:
Health Plan Coverage Effectuation: Payments, Grace Periods, and Terminations, Marketplace Eligibility Appeals Process Overview, Stand-alone Dental Plans (SADPs) (PDF)
11/22/19
Topics include:
Health Insurance Marketplace Quality Rating Information (PDF), Providing Effective Communication and Language Assistance, Veterans Health Administration Member Services Overview
10/29/19
Topics include:
2020 Assister Readiness Webinar Series: Helping Consumers Enroll at HealthCare.gov - Recap, Knowledge Check and Questions Answered
10/22/19
Topics include:
2020 Assister Readiness Webinar Series: Helping Consumers Apply at HealthCare.gov - Recap, Knowledge Check and Questions Answered
10/11/19
Topics include:
How to Resolve Income Data Matching Inconsistencies
10/04/19 Assister Webinar
Topics include:
Obtaining Consumer Authorization and Handling Consumers’ Personally Identifiable Information in the Federally-facilitated Marketplace
09/27/19 Assister Webinar
Topics include:
Modified Adjusted Gross Income (MAGI), Advance Payments of the Premium Tax Credit (APTC) and Cost-sharing Reduction (CSR) Basics
09/13/19 Assister Webinar
Topics include:
Assister Conflict of Interest Requirements for Assisters in Federally-facilitated Marketplaces
09/06/19
Topics include:
Summary of Benefits and Coverage Overview; Assister Dos and Don'ts
08/23/19 Assister Webinar
Topics include:
Resources for the Uninsured: Connecting Uninsured Consumers to Health Care Resources, Common Complex Scenarios: Consumers Who Receive an Offer of Employer-Sponsored Coverage (PDF)
08/09/19 Assister Webinar
Topics include:
Complex Case Scenarios: Pregnancy, Prenatal Care, and Newborn Coverage Options, Assisting Victims of Domestic Violence (PDF)
07/26/19 Assister Webinar
Topics include:
Enrolling Young Adults and Other Hard-to-Reach Populations (PDF), Death Periodic Data Marching (PDM)
07/12/19 Assister Webinar
Topics include:
Assisting Incarcerated and Recently Released Consumers
06/14/19 Assister Webinar
Topics include:
Creating Outreach and Education Events, Tips for FFM Assisters on Working with Outside Organizations
05/17/19 Assister Webinar
Topics include:
Best Practices When Assisting People with Disabilities to Enroll in Health Coverage, Medicare and the Marketplace
04/12/19 Assister Webinar
Topics include:
Special Enrollment Period (SEP) Overview for the Federally-facilitated Marketplace, Federally-facilitated Small Business Health Options Program (FF-SHOP) Overview
03/08/19 Assister Webinar
Topics include:
Assister Approaches to Helping Consumers During Tax Season (PDF), Consumer Options for Terminating Plans and Reporting Changes
02/08/19 Assister Webinar
Topics include:
Form 1095-A and Exemptions Processing Overview (PDF), Working with Consumers who have NOT Filed Taxes or Reconciled APTC from Prior Years: Overview of the FTR Recheck Process
12/07/18 Assister Webinar
Topics include:
Assisting American Indian and Alaska Native Consumers, Medicare Periodic Data Matching (PDM) Updates (PDF)
09/21/18 Assister Webinar
Topics include:
Launch of Plan Year 2019 FFM Navigator Certification Training
08/29/18 Assister Webinar
Topics include:
Assisting Victims of Domestic Violence
08/17/18 Assister Webinar
Topics include:
How to Resolve Income Data Matching Issues, Coverage Options for Uninsured or Underinsured Consumers
08/03/18 Assister Webinar
Topics include:
Assisting Incarcerated and Recently Released Consumers , CHIP 101 for Assisters (PDF)
07/11/18 Assister Webinar
Topics include:
Introduction to 2019 Assister Certification Training, Special Enrollment Period (SEP) Overview for the Federally-facilitated Marketplace
06/22/18
Topics include:
Medicaid and CHIP Overview
06/08/18 Assister Webinar
Topics include:
Assisting Rural Consumers, Tips for FFM Assisters on Working with Outside Organizations
05/23/18 Assister Webinar
Topics include:
Assisting Consumers with Mental Health or Substance Use Disorders
05/11/18 Assister Webinar
Topics include:
Medicare and the Marketplace, Summary of Benefits and Coverage (SBC)
04/27/18 Assister Webinar
Topics include:
Notice of Benefit and Payment Parameters for 2019 Final Rule (PDF), Keeping Consumers Covered (PDF)
04/13/18 Assister Webinar
Topics include:
Working with Consumers that have NOT Filed or Reconciled APTC from Prior Years: Overview of the FTR Recheck Process, Internal Claims and Appeals and External Review Processes Overview
03/30/18 Assister Webinar
Topics include:
Guidance for Obtaining and Handling Personally Identifiable Information, Stand-Alone Dental Plans Overview
03/16/18 Assister Webinar
Topics include:
Coverage to Care, Medicare Periodic Data Matching (PDM) Round 4: Identifying and notifying consumers who are dually enrolled in Federally Facilitated Marketplace (FFM) coverage and minimum essential coverage (MEC) Medicare (PDF)
02/16/18 Assister Webinar
Topics include:
Marketplace Eligibility Appeals Process Overview
02/02/18 Assister Webinar
Topics include:
Changes in Circumstance (PDF)
12/20/17 Assister Webinar
Topics include:
Review of Special Enrollment Period Pre-Enrollment Verification (SEPV) (PDF), Complex Case Role-play: Assisting Consumers with Removing Deceased Family Members from a Marketplace Application (PDF), Consumer Options to Terminate Plans and Report Changes
12/1/17 Assister Webinar
Topics include:
Resolving Data Matching Issues, Frequently Asked Questions on Marketplace Eligibility Appeals & Review of the Standard Operating Procedures Manual for Assisters, Chapter 10: Request an Eligibility Appeal
11/17/17 Assister Webinar
Topics include:
Failure to File and Reconcile for Open Enrollment 2018, Helping Consumers with Employment-Sponsored Coverage Issues (PDF), Application Spotlight: Employer-Sponsored Coverage (PDF)
11/8/17 Assister Webinar
Topics include:
Marketplace Coverage & Taxes: Getting Ready for Tax Season during Open Enrollment, Non-renewal of Coverage for Marketplace Consumers with Medicare (PDF), Working with the Marketplace Call Center (PDF)
11/3/17 Assister Webinar
Topics include:
Deep Dive on Health Coverage Options for Veterans and Their Families (PDF), Health Coverage Effectuation: Understanding Premium Payments, Grace Periods, and Termination
10/27/17 Assister Webinar
Topics include:
Refresher on Data Matching Issues (DMIs), How to Resolve DMIs, and How to Upload Required Documents, Creating Assister Outreach and Education Events
10/20/17 Assister Webinar
Topics include:
Understanding the Guidance on 2017 Hurricane Disasters (PDF), Application Spotlight on the Family and Household Section
10/13/17 Assister Webinar
Topics include:
HealthCare.gov and Marketplace Application Updates for Open Enrollment (ZIP), Application Walkthrough on Creating a Marketplace Account and Identity (ID) Proofing (PDF), Summary of Benefits and Coverage (SBC) Overview
10/11/17 Assister Webinar
2018 Assister Certification Training Troubleshooting (slides, video and audio slideshow presentation, and written transcript )
10/6/17 Assister Webinar
Batch Auto Re-enrollment (BAR) Updates for Open Enrollment 2018 (PDF)
9/29/17 Assister Webinar
Topics include:
Advanced Premium Tax Credit and Cost-Sharing Reductions Basics, Assister Dos and Don’ts for Open Enrollment Period 5 and Beyond
9/22/17 Assister Webinar
Topics include:
- Understanding COBRA (job aid, and answer key), Plan Compare Walk-through (slides (PDF) and job aid (PDF))
9/8/17 Assister Webinar
Health Insurance Marketplace Quality Rating System (QRS) Pilot Program
8/30/17 Assister Webinar
Topics include:
- Marketplace Updates, Moving from Marketplace to Medicare, Helping Consumers Evaluate Employer-Sponsored Coverage
8/18/17 Assister Webinar
Topics include:
- Marketplace Updates, Balancing the Risk Pool: Enrolling Young Adults and Other Hard-to-Reach Populations
8/4/17 Assister Webinar
Topics include:
- Marketplace Verification of Citizenship and Immigration Status (PDF), Special Enrollment Period Pre-Enrollment Verification (SEPV): Phase 2 Overview (PDF)
8/2/17 Assister Webinar
Introduction to 2018 Assister Certification Training
6/28/17 – 6/29/17 2017 Assister Summit
Data-Driven Outreach: Reaching Target Populations (PDF)
Assister Best Practices on Collaborations
- Tips for FFM Assisters on Working with Outside Organizations
From Coverage to Care
Overlapping Coverage: Medicaid & the Marketplace
Balancing the Risk Pool: Enrolling New Americans & New Arrivals
- Exhibit 1: Immigration Statuses Eligible for Marketplace Coverage & Exhibit 2: Process for Determining a Non-Citizen Applicant's Eligibility for Medicaid, CHIP, and Marketplace Coverage (PDF)
- Data Matching Checklist (PDF)
Special Enrollment Period (SEP) Overview for the Federally-facilitated Marketplace
5/24/17 Assister Webinar
Topics include:
Overview: Special Enrollment Period Pre-Enrollment Verification (SEPV), Medicare Periodic Data Matching (PDM) (PDF) , From Coverage to Care: A Roadmap to Better Care and a Healthier You - Step 4
5/12/17 Assister Webinar
Topics include:
From Coverage to Care: A Roadmap to Better Care and a Healthier You - Step 3 , Market Stabilization Final Rule Overview
4/28/17 Assister Webinar
Topics include:
- Data Matching Inconsistency (DMIs); Medicaid/CHIP Periodic Data Matching (PDM) (PDF); Special Enrollment Period (SEP) Overview and What Has Changed from the Final Rule
4/12/17 Assister Webinar
Topics include:
- From Coverage to Care: Step 2; Tips for FFM Assisters on Working with Outside Organizations ; Internal Claims and Appeals and External Review Processes Overview
3/31/17 Assister Webinar Topics include:
- Marketplace Update: Medicare Periodic Data Matching (PDM) Announcement; Coverage to Care: Step 1; H-2A Workers and Eligibility for Health Insurance
3/17/17 Assister Webinar
Topics include:
- Marketplace Updates; Medicaid/CHIP Periodic Data Matching (PDM); Assister Duties after Open Enrollment ; Coverage to Care
3/3/17 Assister Webinar
Topics include:
- Marketplace Updates; Medicare and the Marketplace; Medicare Periodic Data Matching (PDM)
2/3/17 Assister Webinar
Topics include:
- Marketplace Updates; Marketplace Appeals Overview; H-2A Agricultural Workers
1/18/17 Assister Webinar
Topics include:
- Marketplace Updates; Taxes and the Health Insurance Marketplace (PDF)
1/6/17 Assister Webinar
Topics include:
- Marketplace Updates; Immigrant Eligibility for Insurance Affordability Programs – Assister Tools for Online Application
12/16/16 Assister Webinar
Topics include:
- Marketplace Updates; Application Spotlight on Family & Household; Tips for Submitting Supporting Documents to the Health Insurance Marketplace
12/2/16 Assister Webinar
Topics include:
- Marketplace Updates; Eligibility Non-Citizens in Medicaid and CHIP; Eligibility for Marketplace Coverage Based on Immigration Status; Challenges for Families that Include Immigrants & Tips
11/18/16 Assister Webinar
Topics include:
- Marketplace Updates; Application Spotlight: Income; #HealthyAdulting: Best Practices to Engage Young Adults in Health Care Enrollment; and Reaching and Assisting LGBT Communities.
- Written Transcript (PDF)
11/4/16 Assister Webinar
Topics include:
- Marketplace Updates; Helping Consumers Resolve Data Matching Issues (DMIs); Assister Do’s and Don’ts (including Application and Enrollment Assistance; Outreach & Education; Providing Nondiscriminatory, Culturally and Linguistically Appropriate Services, and Services Accessible for Consumers with Disabilities; and Conflict of Interest Requirements ).
10/28/16 Assister Webinar
Topics include:
- Marketplace Updates; OE4 Kick-Off!; Stand-Alone Dental Plans (SADP) Overview; Small Business Health Options Program (SHOP) Overview and Update
9/16/16 Assister Webinar
Topics include:
- Marketplace Updates; Assister Conflict of Interest Requirements; Complex Case: Pregnancy, Prenatal Care, and Newborn Coverage Options
- Written Transcript (PDF)
8/31/16 Assister Webinar
Topics include:
- Marketplace Updates; Medicaid/CHIP Periodic Data Matching Final Notices; Periodic Data Matching for consumers dually enrolled in Medicaid or Medicare and the Marketplace; Failure to Reconcile
8/5/16 Assister Webinar
Topics include:
- Marketplace Updates; Medicaid/CHIP Periodic Data Matching (Medicaid/CHIP PDM)
7/22/16 Assister Webinar
Topics include:
- Marketplace Updates; Outreach & Enrollment Practices: Engaging the Homeless Population
- Written Transcript (PDF)
7/8/16 Assister Webinar
Topics include:
- Marketplace Updates; Tips and Resources to Help Enroll People Living with HIV in Health Insurance; New Medicaid Guidance, Definitions, and Questions & Answers on Justice-Involved Consumers Transitioning from Incarceration to their Communities
- Written Transcript (PDF)
7/6/16 Assister Webinar
- Special 2017 Assister Certification
6/15/16 Assister Webinar
Topics include:
- Marketplace Updates; Special Enrollment Period (SEP) Verification
6/10/16 Assister Webinar
5/25/16 Assister Webinar
Topics include:
- Marketplace Updates; Special Enrollment Period (SEP) Overview for Assisters; The Issuer Rate Review Process
- Written Transcript
5/13/16 Assister Webinar
Topics include:
- Marketplace Updates; IRS Data Recheck of Failure to File and Reconcile 2014 APTC Population; Periodic Data Matching Overview and Updates
4/29/16 Assister Webinar
Topics include:
- Marketplace Updates; Medicaid Coverage Gap Special Enrollment Period Overview; From Coverage to Care: Helping the Newly Insured Connect to Care; Complex Cases: Assisting Victims of Domestic Violence
4/15/16 Assister Webinar
Topics include:
- Marketplace Updates; Internal Claims and Appeals and the External Review Processes Overview; Consumer Options to Cancel or Terminate Plans and Report Changes
- Written Transcript (PDF)
4/1/16 Assister Webinar
Topics include:
- Marketplace Updates; Healthcare-related Tax Provisions affecting Individuals and Families; Complex Case: Evaluating Employer-Sponsored Coverage
3/18/16 Assister Webinar
Topics include:
- Marketplace Updates; Tax Season Updates; Overview of the Final Notice of Benefit and Payment Parameters for 2017; Complex Case – Avoiding Gaps in Coverage: Transitioning from a Marketplace Plan to Other Health Coverage
3/4/16 Assister Webinar
Topics include:
- Marketplace Updates; Assister Approaches to Helping Consumers During Tax Season; Exemptions Explainers
- Written Transcript (PDF)
2/19/16 Assister Webinar
Topics include:
- Marketplace Updates; Understanding Marketplace Eligibility Appeals
2/5/16 Assister Webinar
Topics include:
- Marketplace Updates; Open Enrollment and Beyond: The Role of Assisters in the Federally-facilitated Marketplaces (FFMs) After Open Enrollment (PDF); Obtaining Consumer Authorization and Handling Consumers’ Personally Identifiable Information (PII) in the Federally-facilitated Marketplace (FFM)
1/29/16 Assister Webinar
Topics include:
- Marketplace Updates; Taxes and the Health Insurance Marketplace – Overview for Marketplace Assisters (PDF); Individual Shared Responsibility Fee Exemptions Overview
1/8/16 Assister Webinar
Topics include:
- Marketplace Updates; Health Insurance Enrollment: Assisting Consumers with Behavioral Health Conditions (in collaboration with SAMHSA); Complex Case: Helping Consumers Resolve Data Matching Issues (DMIs)
- Written Transcript