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Families USA Enrollment Assister Network | 05.2016
Effective Strategies for Educating Public
Officials and Advancing Public Policy
FamiliesUSA.org
Enrollment Private Market
Health Systems
Transformation
Medicaid
Health
Equity
Families USA
FamiliesUSA.org
Agenda
 What is advocacy?
 Why is it important?
 What does Families USA do?
 What can YOU do?
 How do you do “it”?
 Success!
 Q&A
FamiliesUSA.org
What’s in a Word?
FamiliesUSA.org
What is Advocacy?
Public
Policy
Research
Coalition
building
Media
outreach
Policy-
maker
education
FamiliesUSA.org 6
Your Voice Matters
FamiliesUSA.org
What is Your Voice in the Process?
FamiliesUSA.org
In 2015, 4,600 assister
programs helped 5.9
million consumers
Consumers
Assisters
Public Officials
Your Unique Perspective
FamiliesUSA.org
How We Advocate
Legislative
Meetings on
the Hill
Testimony
Executive
Meetings
with
agencies
Commenting
on
Regulation
Judicial
Media
Public
Opinion
FamiliesUSA.org
Policy Priorities
Assister funding, training, and resources
Improve the Marketplace application and call
center
Encourage the adoption of streamlined
enrollment
Medicaid expansion to eliminate coverage
gap
Coverage affordability
Adequate coverage
FamiliesUSA.org
Families
USA
In-person
debriefs
Assisters@
FamiliesUSA.org
Assister
surveys
Partner calls
We Want to Hear from You!
FamiliesUSA.org
Recent Example
FamiliesUSA.org
Can Assisters Advocate?
• Public Policy =
• Advocacy =
• Public Education
FamiliesUSA.org
Yes.
FamiliesUSA.org
Assisters are Advocates!
Nonprofit
• Cannot endorse a
specific candidate
• Limited in ability
to promote
specific
legislation
• Focus on the
issue
Federal
funding
• Federal
restrictions on
lobbying
• Some advocacy
falls within scope
of grant duties
State
regulations
• Many states have
restrictions on
assister activities
FamiliesUSA.org
Conduct public education activities to raise awareness of the availability of
qualified health plans
Distribute impartial information about enrollment in qualified health
plans and the availability of premium tax credits
Facilitate enrollment in qualified health plans, Medicaid, & CHIP.
Provide referrals to health insurance consumer assistance or ombudsman, or
any other appropriate state agencies, for any enrollee with a grievance, complaint,
or question regarding their health plan
Provide information in a manner that is culturally and linguistically
appropriate to the needs of the population served by the Exchange
16
How Many Hats Do You Wear?
FamiliesUSA.org 17
How Many Hats Do You Wear?
FamiliesUSA.org
Now, it’s Your Turn…
FamiliesUSA.org
Federal
State
Local
How Can You Engage?
FamiliesUSA.org
The Rulemaking Process
Agencies
issue
proposed
rule
Public
comment
period
Final rule
FamiliesUSA.org
Policy
Advocacy
Direct
Service
Not Either/Or
FamiliesUSA.org
Media
State
Department of
Insurance
Medicaid
Agency
U.S. Department
of Health and
Human Services
State Primary
Care
Association
Insurance
Company or
MCO
State Advocacy
Organizations
National
Advocacy
Organizations
Elected Officials
Who to Engage?
FamiliesUSA.org
HHS Regional Office
HRSA Regional Office
Consumer Support Group
CMS
National and Federal Levers
FamiliesUSA.org
State Medicaid Agency
State Department of Insurance
State Legislators
State Marketplace
State Levers
FamiliesUSA.org
Strategies to Engage
Complaint
filing
Case
tracking
Story-
banking
Filing
Complaints
Tracking
Cases
FamiliesUSA.org
Public Policy Toolkit
Making Your Voice
Matter
FamiliesUSA.org
Story Bank Toolkit
http://familiesusa.org/initiatives/story-bank-toolkit
FamiliesUSA.org
Guiding Principles
FamiliesUSA.org
Story Bank Toolkit
Creating a plan
Building infrastructure
Collecting stories
Developing stories
Disseminating stories
FamiliesUSA.org
But What About PII?
Collecting Consumers’ Health Care Stories: What Enrollment
Assistance Organizations Need to Know
FamiliesUSA.org
Steps to Get There
Identify
your
issue
Pinpoint
your
audience
Develop
your
message
Practice
your
delivery
FamiliesUSA.org
Complete enrollment assistance, then
tell a consumer how they can share
their story
Make sure consumers know that
sharing their story is voluntary
Provide consumers with tools to share
their story while they are with you in
person
For Enrollment Assisters
FamiliesUSA.org
Social Media
Organizational Blogs
Outreach and enrollment
events
Earned Media
Press events
Ways to Highlight Stories
FamiliesUSA.org
Advocacy Works!
FamiliesUSA.org
As an Enrollment
Assister, can you...?
FamiliesUSA.org
As an enrollment assister, can
you reach out to an elected
representative during work
hours and tell them to vote a
certain way, for a specific bill?
No.
FamiliesUSA.org
As an enrollment assister, can
you reach out to an elected
representative during your
own time and tell them to vote
a certain way, for a specific bill?
Yes.
FamiliesUSA.org
As an enrollment assister, can you
reach out to an elected
representative and share your
experience about your position
and discuss the importance of an
issue?
Yes.
FamiliesUSA.org
Enrollment Assisters are Busy All Year
FamiliesUSA.org
In-person Assistance Resources
Use our
infographics
to facilitate
conversations &
appointments with
consumers.
http://familiesusa.org/sites/default/files/product_documents/enrollment/Consumer_Health%20Insurance%20Basics_FACTSHEET_GettingExtra
Assistance_070115_web.pdf
http://familiesusa.org/product/7-questions-ask-when-buying-or-renewing-health-insurance-marketplace
FamiliesUSA.org
Enrollment Assister Resource Center
FamiliesUSA.org
Ongoing Resources
Weekly
Newsletter
FamiliesUSA.org
Webinars:
• “Make Your Voice Heard: Enrollment Assisters in Public
Policy”
• “Follow Up: Increase Your Impact & Keep Them Coming
Back”
Social Media:
• #Enrollment365 to highlight year-round efforts
Issue Briefs:
• “Public Policy Toolkit for Enrollment Assisters”
• “Collecting Consumers’ Health Care Stories: What
Enrollment Assistance Organizations Need to Know”
Resources
1201 New York Avenue, NW, Suite 1100
Washington, DC 20005
main 202-628-3030 / fax 202-347-2417
Questions?
Jessica Kendall
jkendall@familiesusa.org
Liz Hagan
ehagan@familiesusa.org
Heather Bates
hbates@familiesusa.org
Sign up for the Enrollment Assister Network:
http://familiesusa.org/navigators-and-assisters-resource-center/enrollment-
information.html

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Effective Strategies for Educating Public Officials & Advancing Public Policy

Editor's Notes

  1. Families USA has four major health policy areas that we work in that are all viewed from a health equity lens: Enrollment- improving enrollment processes to make it easier to enroll Private Market– which works on improving health coverage within the individual and group market– making sure that health networks are adequate, provider directories are accurate, and many other health insurance issues HST– improve the quality of health care Medicaid– Medicaid expansion and Medicaid defense– protecting Medicaid gains Get enrolled, stay enrolled, have access to quality affordable coverage and ideally have better health
  2. I want to start off today by going over a couple of housekeeping items Closed to the press– free to ask questions It is recorded and will be posted Listen-only mode– chat box for questions Any questions we don’t get to follow-up We are going to start the webinar by going why eligibility appeals are important to assisters and consumers --- I am going to highlight a recent announcement about post-enrollment Finally, we will end today’s webinar with the a Q&A section
  3. Image credit: https://upload.wikimedia.org/wikipedia/commons/1/12/We_Can_Do_It%21.jpg Advocacy takes many forms not one size fits all The types of advocacy we engage in at the federal level
  4. Why is their voice so important?
  5. Quote credit Margaret Mead: http://www.interculturalstudies.org/Mead/biography.html Brief discussion The activity: Ask everyone to come up with three issues that they see consumers facing in either getting enrolled or in utilizing their coverage Ask them to voice them What is their role in improving them?
  6. Image: Planned Parenthood is part of the Cover Missouri coalition offering free health insurance enrollment assistance. Credit: Ann Wade - See more at: http://www.publicnewsservice.org/2015-11-12/health-issues/planned-parenthood-offers-help-with-aca-enrollment/a48907-1#sthash.LLl0c9SS.dpuf
  7. Image credit: http://education.mnhs.org/northern-lights/learning-resources/chapter-7-minnesotas-newcomers/branches-federal-government Advocate through the 3 branches of the federal government Legislative branch– meetings on the Hill with key members on important issues Right now, there are several harmful bills to key provisions of the ACA– want to be sure our voice is heard For example, the elimination of repayment caps to reconciliation for low-income Marketplace enrollees Executive branch is been a major source of advocacy because responsible for the implementation of the ACA Regular meetings with CMS, HHS, HRSA Commenting on regulation; agencies are responsible with implementing the law (go over rulemaking process in next slide) Judicial branch: Can’t influence the court directly but use strategies of media and public opinion Example: King vs. Burwell– made sure that people were at the Supreme Court to tell stories of how tax credits impacted their lives; relying on the Marketplace subsidies for coverage All of these kinds of advocacy require PARTNERSHIPS
  8. What the enrollment team regularly advocates on We shape our policy priorities based on your feedback! Gaps in policy Troubles with implementation What issues are the most pressing First few are ENR, others are areas for FUSA to work on. But we use info from you.
  9. Assister survey out til april 29—why we did it/ what we will do.
  10. Less formal opportunities, too Here is recent example
  11. We use these terms interchangeably.
  12. But nothing is ever that simple.
  13. Assisters are advocates but there are some rules that may need to keep in mind when you are doing advocacy efforts… Restrictions on navigator and other federal funds: To expend funds related to any activity designed to influence the enactment of legislation, appropriations, regulation, administrative action, or Executive order proposed or pending before the Congress or any state government, state legislature or local legislature or legislative body Elephant is gif– see in presentation mode
  14. Here’s what you are SUPPOSED to do, but what if you can’t?
  15. TRANSITION SENTENCE: LET’S DISCUSS HOW YOU ACTUALLY DO IT NOW THAT WE’VE DISCUSSED THAT IN THEORY YOU CAN DO IT
  16. The slide depicts the transition of our webinar from talking about Local, issue-based advocacy– advocating on an series of issues State advocacy– coordinated state efforts Federal advocacy
  17. Thought it might be good to go over the rulemaking process and how they can play a role especially if we are asking for their input for our comments
  18. Policy advocacy and direct services complement each other (enrollment assisters and us!) Policymakers need to understand how systems impact people in their communities Advocacy can better how things are working on the ground! Direct-service organizations are content experts in the areas of their work Larger social change often needed to fulfill vision of organization How we use feedback from the Assister Inbox to shape our comments
  19. Do not forget to mention State Based Marketplaces here, even though they do not have a box, they should be mentioned.
  20. CMS governs the Marketplace Support Group– assister rules HRSA– CACs for health centers HHS
  21. State Marketplace board members directors and staff
  22. Want to capture your audience (unlike the photo) Monitoring and enforcement Share best practices File complaints with proper agencies
  23. Enrollment assisters are advocates– you all advocate for the consumers you serve every day. Enrollment assisters have a wealth of knowledge of the real experiences consumers go through when trying to access health insurance and health care. This knowledge is extremely important in shaping policy to improve our health care system. Already working to inform and educate public officials Outline the basics of the policy process at the state and federal level Who is your audience and how to reach out Although some Public policy toolkit is online and interactive
  24. Stories are a great way to show the impact of policies Unsure how to start collecting stories from the consumers you help? FUSA has an interactive story banking toolkit to give you the basics of story collection all the way to vetting stories for the media
  25. Everyone person in this room has a story to share…you just may not know it.
  26. Takes you step by step through the process
  27. Don’t worry we have a resource for that too! Brief name above But the important thing to know is that you can collect stories with the right guidelines in place!
  28. Identify your issue Identify your audience Develop a clear and persuasive message Connect Your Message to Your Audience Using a Local Perspective or a Direct Impact Be Courteous and Respectful in All Communications
  29. Just a few reminders: Keep this separate from the enrollment process and make it clear that it’s voluntary Make it easy. That’s important for the consumer, and for you. The harder you make it for them, the more time consuming it will be for you, so let’s make it as simple as possible.
  30. When asking consumers for their consent to share their stories, it’s helpful to know what could happen with them. It doesn’t mean you tell consumers every possible scenario (and many you won’t know) but it is helpful to know that consumer stories can be used in a variety of ways. Facebook, twitter, blogs, updates to board for health centers, embedded in grant applications to highlight your work. In sum: it’s a lot of easier to share consumers stories in a variety of ways that works for both your health center and for the consumer, if you have their consent to do it. The various ways you highlight stories become increasingly difficult if you have to find a consumer after you have the idea, which happens all too often. Hey Liz- can you find me a consumer to speak at our outreach event this week? HRSA wants a success story- can you find one to share? It’s easier if you have them at your finger tips than have to scramble all week to meet the specific request.
  31. Highlight successes? Last year we re-authorized CHIP Tax SEP during OE2
  32. POLL QUESTIONS Deep dive into reaching the SEP population Those that have expanded Medicaid, have given a lot of comments More effort to reach those who aren’t in the Medicaid population Limited time frame to enroll Complex messaging Churn between Medicaid and QHPs
  33. POLL QUESTIONS Deep dive into reaching the SEP population Those that have expanded Medicaid, have given a lot of comments More effort to reach those who aren’t in the Medicaid population Limited time frame to enroll Complex messaging Churn between Medicaid and QHPs
  34. POLL QUESTIONS Deep dive into reaching the SEP population Those that have expanded Medicaid, have given a lot of comments More effort to reach those who aren’t in the Medicaid population Limited time frame to enroll Complex messaging Churn between Medicaid and QHPs
  35. POLL QUESTIONS Deep dive into reaching the SEP population Those that have expanded Medicaid, have given a lot of comments More effort to reach those who aren’t in the Medicaid population Limited time frame to enroll Complex messaging Churn between Medicaid and QHPs
  36. 3 goals Empowered to help raise consumers voices, both those who have gotten enrolled and those that don’t have a coverage option available to them Lastly, have a better vision of how celebrating and highlightin your work helps everyone in this room and in the great state of Texas
  37. Resources for assisters on our website. WE have monthly webinars but also produce issue briefs, fact sheets, blogs, and 101 materials. We also have a monthly “slideshow” showing top resources we’ve found from across the country. Have sign in sheet for people to sign up for EAN
  38. You will find announcements for our webinars and all of the other materials today promoted through our weekly newsletter, which comes out on Thursdays!
  39. Anything else you would like to see, please do not hesitate to let us know! We always love to hear from you.