10 Key Things to Do in Summer for Health Coverage Enrollment

© 2015 Enroll America and Get Covered America
EnrollAmerica.org | GetCoveredAmerica.org
10 Key Things to Do in the Summer:
Actions for a Successful Third Open
Enrollment Period
Enroll America, State of Enrollment Conference| 6.12.15

EnrollAmerica.org | GetCoveredAmerica.org2
10 Key Things to Do in the Summer
OVERVIEW
Stephanie Palla, Enroll America

SUMMER TOP TEN LIST

INTERNAL EXTERNAL OUTREACH
TOP TEN LIST …IN THREE BUCKETS!

10. Train Your Staff
9. Set Goals & Objectives
8. Know Your Community
7. Make a Internal Work Plan
6. Know Your Political Climate
TOP TEN LIST

5. Build New Relationships With
Partners
4. Collaborate With Partners &
Coalitions on Planning
3. Have a Consistent Message
2. Utilize Research & Tools
1. Create a Follow Up Program
TOP TEN LIST

INTERNAL PROCESSES
Tearalla C. Herbert, Ada S. McKinley

•  Familiar and Knowledgeable of
ACA
•  Certified In Person Counselors
•  Navigators
•  In Person Counselors
•  Volunteers
•  Passionate regarding the importance of
obtaining and maintaining health care
coverage.
•  Culturally sensitive to the uninsured
and the targeted communities
8
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INTERNAL PROCESSES

Goals: Your outreach strategy should be designed
to achieve specific goals:
Goals:
• Articulate what your program intends to achieve
• Illustrates what needs to be accomplished
• Offers insight into how to utilize resources
What are some outreach goals?
1. Raise the communities’ awareness of OE3.
2. Obtain buy-in from key stakeholders to actively
promote OE3
3. Increase the consumers knowledge of health
care and OE3.
Outreach Goals & Objectives

Objectives: “Milestones that will help you gauge your
progress towards achieving your goals.
Think of your objectives in terms of: SMART: SPECIFIC,
MEASURABLE, ACHIEVABLE, REALISTIC, AND TIME-RELATED.
What are some objectives?
1. Identify 6 community events for tabling during the months
of July and August.
Tabling events: summer festivals, church retreat,
state/county fairs, back to school fairs, strip malls,
college registrations, doctor offices, dentist offices,
parades.
2. Identify or target 10 new stakeholders for the months of
July and August.
3.  Complete 20 RFI cards per week during the months of July
and August.
Outreach Goals & Objectives

MAPPING

1. 35 COMMUNITIES WERE TARGETED IN
CENTRAL AND SOUTH CHICAGO.
2. 35 COMMUNITIES WERE DIVIDED BY ZIP
CODES.
3. WITHIN EACH ZIP CODES, KEY
STAKEHOLDERS WERE IDENTIFIED, SUMMER
ACTIVITIES, LIBRARIES, SCHOOLS,
HOSPITALS, VETERANS’ FAIRS, HOUSING
FAIRS, COMMUNITY ACTIVITIES, CHURCH
EVENTS, SPORTING EVENTS.
MAPPING

I.  Key players are identified ( Outreach Staff)
II.  Goals and Objectives are set
III. Mapping of targeted area and venues
scheduled within your targeted area
IV.  Sing your message to the community
IMPLEMENTATION-EXECUTION OF PLAN

EXTERNAL PROCESSES
Sarah Hackenbracht, Cuyahoga Health Access Partnership

•  City
•  Center City Opportunity & Challenge
•  Mayors & Managers Association
•  County
•  County Executive & Administrative
Staff
•  County Council
•  County Agencies
•  State
•  Medicaid Expansion Lesson &
Education Needed
•  Federal
•  CMS & HHS Regional Offices
•  Other Leaders
•  Business Community
•  Non-Profit Leadership
•  Foundation Partners
Know Your Political Climate
“All politics is
local”
--Tip O’Neill,
Speaker of the
House of
Representatives

•  Community-Based Initiatives
•  Health/Access Focus
•  Ex. Healthy Cleveland, HIP-C,
Cuyahoga Health Access
Partnership
•  Partner Relationships
•  FHQCs & Health Centers
•  Hospitals
•  Navigator Entities & CACs
•  Public Health Departments
•  Local Government
•  Social Service Providers
•  Community-Based Organizations
Coalition Building
•  How can you leverage
your organization’s
strengths?
•  Are you sure you
know what they
are?
•  What do others bring
to the table?
•  What is duplicative?
•  Where is there
overlap?
•  What’s needed, but
not funded?

•  Council Management & Regional
Planning
•  Leader, Convener, Coordinator
•  Leverage internal planning &
brainstorms
•  Build plans based on your
community’s needs
•  Partnerships & Demographics
•  Outreach, Education & Events
•  Marketing & Communications
•  Assister Education & Support
•  Committee Structure
•  Roles & Strengths
•  Expectations
Planning
Timeline
•  Survey Regional
Partners (March &
April 2015)
•  Host Regional
Planning Session
w/HHS (May 2015)
•  Develop & Finalize
Internal
Organizational
Plans (June 2015)
•  Brainstorm &
Research New
Methodologies
(June 2015)
•  Finalize Regional
Plan (July 2015)
Coalition Work

Assister Engagement
•  Council & Committee Leadership
•  Especially for something like an Assister Education &
Support Network
•  Regional Subject Matter Experts
•  What did your assisters do before they came to you?
•  Local Government Liaison
•  Can one person trouble-shoot a challenging issue for
your assister community?
•  Kick-Off & Closing Events
•  Plan & Participate!
•  Phoneathons
•  Earned & Social Media
•  #NEOEnroll & engage as themselves
Coalition Building

MESSAGING &
OUTREACH TACTICS
Cheryl O’Donnell

•  Featured tested
messages in all
public-facing
materials
•  Website/social media
•  Print materials
•  Media outreach
•  Agreed upon a single
call-to-action
•  Connector
•  2-1-1
Created Consistent Message Statewide

•  Used ASPE zip code
level enrollment data
to create a map to
see gains/gaps in
enrollment numbers
•  Added assister
locations
•  Made
recommendations for
changes to assister
locations to reduce
over saturation and
promote spread
Used Data to Target Strategies

•  Renewals:
•  Confirm they got covered
•  Find out if they were affected by a life-changing event
•  Pre-book appointments in the Get Covered Connector
before the start of open enrollment
•  New consumers
•  Promote educational events
•  Find out if they were affected by a life-changing event
•  Pre-book appointments in the Get Covered Connector
before the start of open enrollment
Combined Data/Messaging for Follow-Up

•  Two buckets:
•  Consumer contact info
•  Partners used commit cards and informed consent forms to collect
contact information of the consumers they engaged
•  SMART goals and evaluation
•  Revised event sign-in and other forms to collect information for better
customer service and outcomes tracking
•  Customer service
•  Language preference
•  New vs. existing account
•  Outcomes tracking
•  How they heard about us
•  Medicaid or Marketplace application
•  # of consumers on application
•  Status of application
•  Follow-up appointment
Established Data Collection Tools

BREAKOUTS!

10 Key Things to Do in Summer for Health Coverage Enrollment

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