Transcript Test of New Master - Grantmakers In Health

Medicare Modernization Act:
Looking to the Future by Learning
from Proven Best Practices
Dr. James Firman
President & CEO, National Council on Aging
.
Findings presented here are based on the combined
experiences of NCOA, the Access to Benefits Coalition
(ABC) and the Benefits Data Trust (BDT) to date
• NCOA experience include:
-Benchmarking studies related to key aspects of enrollment in the Extra
Help available through Medicare Prescription Drug Coverage
(identification; contact, screening and persuasion; enrollment)
-Work with ABCs, a network of over 100 national members and 55
local/state coalitions in 36 states working to find Medicare beneficiaries
with limited means and help them to apply for the Extra Help
-My Medicare Matters campaign, a comprehensive, national education
program helping people with Medicare understand the prescription drug
coverage
• ABC experience include:
-Helping 90,000+ apply over past 6 months for the Extra Help
• BDT experience includes:
-LIS enrollment project in collaboration with Kaiser Permanente
-35,000 phone referrals for LIS application assistance from PhRMA call
center
2
-Initial pre-testing of national lists
This information is confidential and was prepared by The Bridgespan Group solely for the use of our client; it is not to be relied on by any 3rd party without The Bridgespan Group’s prior written consent.
Even across best practices, results can vary
dramatically
Average cost per enrolled beneficiary, all projects
$300
280
On-site events
On-site outreach w. referral to
phone enrollment center
236
214
210 207
200
List outreach w. referral to
phone enrollment center
190
179 176
163
PR driving to phone enrollment
center
152
120
115
101
100
98
91
79
75
68
64
53
0
A
B
C
D
E
F
G
H
I
J
K
L
M
N
O
P
Q
R
S
T
53
U
43
V
35
W
30
X
24
Y
Note: Most projects were primarily enrolling beneficiaries in the Transitional Assistance (TA) $600 credit for the Medicare Prescription Drug Discount Card;
5 projects were enrolling beneficiaries in different benefits. The time period studied was generally 4-5 months.
Source: Bridgespan interviews with the directors of specific outreach and enrollment projects, and analysis of data provided
3
This information is confidential and was prepared by The Bridgespan Group solely for the use of our client; it is not to be relied on by any 3rd party without The Bridgespan Group’s prior written consent.
Until now, the most costly part of the process has
been finding and connecting with people likely to
be eligible
• Over half of the costs of getting
Percent of costs
people enrolled in benefits is locating
100%
those likely to be eligible.
• Seniors who “self-identify” by calling
a trusted source with questions about
reducing drug costs are an excellent
source of leads that can lead to low
cost enrollments.
- Conversion rates are 4+ times greater
for outbound calls of this type
compared to unsolicited outbound
calls.
- 55% of total costs per enrollment
relate to identification
• Conclusion: By finding strategies
that will lower costs of finding
and connecting with people, total
societal costs can be reduced
significantly.
80
Enrollment
60
40
Connection
20
0
55% of
costs
Identification
Average costs,
all projects
4
This information is confidential and was prepared by The Bridgespan Group solely for the use of our client; it is not to be relied on by any 3rd party without The Bridgespan Group’s prior written consent.
Using lists of those most likely to be eligible is one
of the most promising approaches
• By using lists to identify
specific individuals who are
highly likely to be eligible
and contacting them directly,
projects can dramatically
lower their costs and reach
more people
• Projects that used lists had
costs that were on average
40% lower than projects that
did not
Average cost per
enrolled beneficiary
$146
$150
100
$87
50
0
Projects
that used
lists (10)
Note: Some projects’ use of lists was more sophisticated than others (e.g. cross-referencing lists, testing mailings, etc.)
Source: Bridgespan & NCOA outreach & enrollment benchmark study
Projects
that did not
use lists (15)
5
This information is confidential and was prepared by The Bridgespan Group solely for the use of our client; it is not to be relied on by any 3rd party without The Bridgespan Group’s prior written consent.
A “person-centered” approach enhances results
and is generally needed: Benefits are highly
correlated with one another
Percent of those screening eligible
for listed benefit who also screened
eligible for LIS (Jan-March 2005)
Percent of those screening eligible
for LIS who also screened eligible
for listed benefit (Jan-March 2005)
30%
80.0%
71%
24%
QI
23%
23%
60.0
20
SLMB
18%
18%
18%
18%
SSI
Food
stamps
44%
40%
40.0
34%
34%
33%
30%
10
20.0
0.0
QMB
0
Medicare
Savings
Programs
Food
stamps
Public housing
assistance
Tax credit for Weatherization
assistance
elderly/disabled
Source: BenefitsCheckUp
LIHEAP
Home
delivered
meals
QMB
SLMB
QI Tax credit
for elderly/
disabled
Medicare drug
discount card w. TA
6
This information is confidential and was prepared by The Bridgespan Group solely for the use of our client; it is not to be relied on by any 3rd party without The Bridgespan Group’s prior written consent.
Implications for Future Funding Based on Key
Best Practice Findings
• The use of lists of likely eligible beneficiaries for targeted outreach
and enrollment efforts is among the most promising, cost-effective
and scalable approaches, and is necessary to maximize enrollment
• Some of the key factors for reducing enrollment costs and
increasing success include:
-Well-executed phone-based enrollment
-Using simple, yet sophisticated technology such as online eligibility
tools and wireless Internet access
-Careful planning of the method, frequency and format of contact
-“Qualifying” leads by identifying those most likely to be eligible before
beginning the enrollment process
-A steady volume of qualified leads matched with an organization’s
capacity
-One-on-one assistance from trusted intermediaries
• Building the ability to track, analyze and learn from results is key
to continued success in enrollment efforts.
7
This information is confidential and was prepared by The Bridgespan Group solely for the use of our client; it is not to be relied on by any 3rd party without The Bridgespan Group’s prior written consent.
Questions
8
This information is confidential and was prepared by The Bridgespan Group solely for the use of our client; it is not to be relied on by any 3rd party without The Bridgespan Group’s prior written consent.