Part III: Medicaid Account Update Reminder, Reportable Changes, and Qualifying Events (7 months post enrollment) – Updated 2023

Consumer Name: *

Navigator: *

County of Residence:

Type: *

Medicaid
Mix

Age Range

Date: *

Survey Complete: *

Yes
No

Answer and Voicemail

Answer
No Answer No Voicemail
No Answer Left Voicemail

Phone in Service

Yes
No

Call Attempts

1st
2nd
3rd

Duration of Call:

[Voice Mail Message] Hi _. My name is _ and I’m a Health Navigator with ASPIN. I/One of my co-workers helped you/your family apply for health insurance on _. I wanted to reach out with a few important reminders to make sure you get the most out of your health insurance. If you can please return my call, my number is ___. Thank you and have a great day. *Always send a text message afterwards summarizing voicemail script.

Hi. Is __ available? Hi _. My name is _________ and I’m a Health Navigator with ASPIN. I/One of my co-workers helped you/your family with Medicaid/Marketplace health insurance. We hope you are getting the most out of your health insurance. I’m following up to make sure your account is accurate and to verify if any changes have occurred since this could affect the amount of financial assistance you receive to lower your monthly insurance premiums.

I. Reportable Change

1. What type of change did you experience this year? (Navigator can read these changes from SEP sheet)

Changes that affect your family size/household
Changes that affect your household income
Changes to residential address
Changes to coverage available to you
Other changes
None – (skip to question 4)

II. SEP Qualification

2. Has the change ________ occurred within the last 2 months?

If YES: Those changes are considered qualifying life-changing events that allow you to change your health insurance. If you are no longer eligible for an Indiana Health Coverage Program, we can help you enroll in an affordable Marketplace plan within 60 days from the time of the event. (Medicaid)
If NO: It’s important to always make sure your account is accurate and report any changes that occur. If these changes are not reported to your case, it could affect the amount of financial assistance you receive, and the monthly premium amount paid to your insurance company. (Medicaid)

3. Would you like to schedule an appointment so I can further assist with your health insurance plan and/or application? (Always try to help consumer immediately, unless Navigator has a prior commitment or if a consumer is unavailable at the moment.)

Scheduled (Select this even if Navigator assists consumer immediately and appt is not “scheduled.”)
Not Scheduled

If not scheduled, why not?

If you do experience any of the changes we discussed later in the year, give us a call and we can help you with the entire process.

III. Health Improvement

4. Do you feel that having health insurance coverage has had a positive influence on your health and life?

Yes
No

If no, why not?

5. On a scale of 1-10 (10 being greatest) has having health insurance improved your health?

End of Call/Medicaid Script: Thank you so much for taking the time to discuss your health plan further. We will follow up with you in the next few months for more helpful reminders and to further assist with your annual redetermination.

Comments:

ASPIN Health Navigator