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Engaging and Enrolling Clients

These tools and resources are designed to help RWHAP case managers and other staff to engage and support clients throughout all phases of enrollment:

AnchorPreparing your organization and clients for Open Enrollment

  • Preparing for Open Enrollment
    Audience: Case managers and program administrators
    A timeline and key steps to take in the months leading up to Open Enrollment.

  • Account Tune-Ups
    Audience: Case managers and program administrators
    Learn how to conduct these client pre-enrollment appointments to get clients ready for Open Enrollment.

Determining coverage eligibility

  • Eligibility Decision Tree
    Audience: Case managers
    Decide if a client should enroll in the Marketplace, with Medicaid, or neither. See how ADAP fits with other coverage.

  • ADAP Coordinator Directory (Source: NASTAD)
    Audience: Case managers
    Contact information for state ADAP programs.

Engaging clients in conversations about coverage and addressing their questions and concerns

Choosing an affordable plan

Tracking enrollment and renewals