Covered California published the following Assister Training Curriculum recently (Feb. 2013). The training will be delivered in a 2-3 day instructor-led or computer based training course available at various locations throughout California. Upon successful completion of the initial training course and testing, Assisters will be certified and receive a unique Assister Number which will allow Assisters to help consumers apply for coverage.
Affordable Care Act (ACA)
- ACA Fundamentals
- Essential Benefits
- Covered California Overview
- Introduction to subsidies and non-subsidies available in Covered California
- Covered California (new marketplace) for health coverage
Assister Role
- Assisters Program Overview, Guidelines and Responsibilities
- Monitoring Reporting and Evaluation Procedures
- Compensation for Enrollment
- Covered California Marketing and Outreach Program Overview
- Training, Technical Assistance and Help Desk Resources
Uninsured Demographics
- California’s uninsured/underserved:
- Basic demographics
- Cultural and linguistic needs
- Motivations and challenges
- Implications for education, outreach, and enrollment support
- Access standards for individuals with disabilities
Compliance Standards
- Code of Conduct and Ethics
- Conflict of Interest
- Fraud, waste and abuse
- Privacy and Security Standards
Handling Personal Health Information (PHI)
- Identifying and recognizing PHI
- HIPAA and confidentiality requirements
- Proper handling of financial and tax information
Eligibility
- Understanding open enrollment
- Program overview and eligibility for Medi-Cal programs and Covered California products
- Subsidy requirements
- Advance premium tax credits
- Cost sharing reductions
- Monthly premiums
- Native American/Alaska Native Special Populations
- Non-subsidy requirements
- Verification process
- Annual re-determination process
- Special enrollment
- Appeals process
- Information about Consumer Assistance Programs
Plan Options
- Fundamentals of health insurance
- How to choose and compare plans
- Determining the best fit for the family
- Medi-Cal Program, plans and cost sharing
- Covered California subsidized and non-subsidized plan overview and benefits
Enrollment Support
- Enrollment process overview
- Completing the enrollment form
- How to select a provider
- CalHEERS program overview
Post Enrollment
- Renewal and dis-enrollment
- Understanding Important documents
- Exploring other services offered
- Consumer support
Program System Training (CalHEERS)
- Assisting consumers apply online
- Account maintenance
- Process client application
- Assister payment information
- How to access and view reports