about the center for benefits’ · beyond benefits center for benefits—focused on you, the ......
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Improving the lives of 10 million older adults by 2020
Everything You Wanted to Know
About the Center for Benefits’
Resources
(But Were Afraid to Ask)
April 2017
Brandy Bauer
Lauren Popham, PhD
Meaghan McMahon, MSW
Improving the lives of 10 million older adults by 2020 | © 2017 National Council on Aging 2
What We’ll Cover
NCOA’s website
► Resource library
► Webinars
Listservs
Newsletters
Additional Resources
Visualization Tools
Promising Practices
► Lessons learned from latest BEC cohort
Improving the lives of 10 million older adults by 2020 | © 2017 National Council on Aging 3
What’s in a (Website) Name?
NCOA► www.ncoa.org
Center for Benefits Access► www.ncoa.org/centerforbenefits OR
► www.centerforbenefits.org
What’s the difference?
► NCOA—more consumer-oriented; covers topics beyond benefits
► Center for Benefits—focused on you, the professional
► But…NCOA’s main Resource Library (www.ncoa.org/resources) has all downloadable publications
Improving the lives of 10 million older adults by 2020 | © 2017 National Council on Aging 4
NCOA’s Resource Library
Benefits eligibility charts/cheat sheets
Fact sheets
Benefits 101
Sample outreach materials
Reports/issue briefs
Infographics
Webinar slides & recordings
www.ncoa.org/resources
Improving the lives of 10 million older adults by 2020 | © 2017 National Council on Aging 5
Navigating the Resource Library
www.ncoa.org/resources
Search by:
► Keyword
► Topic
► Audience
► Type of Material
You are welcome to use, adapt, and copy materials; contact us for Word/editable versions of most publications
Improving the lives of 10 million older adults by 2020 | © 2017 National Council on Aging 6
Where Can I Find Webinars?
OR…
Scroll to the bottom of
www.ncoa.org/centerforbenefits for upcoming events
For archived webinars:
► www.vimeo.com/channels/ncboe (recordings only)
► www.ncoa.org/resources for both recordings and slides
(search by topic or under presentations/video)
www.ncoa.org/ncboewebinars
Improving the lives of 10 million older adults by 2020 | © 2017 National Council on Aging 7
What About the Listserv?
Mail to: [email protected] or [email protected]
► You must be a member to send emails
► No need to log in to send message
Archives available at links above
► If prompted for password on MIPPA, use mippa2016
http://lists.ncoa.org/mippa
http://lists.ncoa.org/bec
Improving the lives of 10 million older adults by 2020 | © 2017 National Council on Aging 8
Are You Getting Benefits Alert?
Published 1st and 3rd
Wednesday of every month
From NCOA Center for
Benefits Access
Announcements about
webinars, resources, policy
updates
Sign up on ncoa.org
(bottom of page) or write to
Brandy
Improving the lives of 10 million older adults by 2020 | © 2017 National Council on Aging 9
Additional Resources: Elder Index
Measures income that older adults need to meet their basic needs
Specific to household size, location, housing, and health status
More accurate assessment of how many are struggling
Learn more & download our guide to using the tool at www.ncoa.org/elderindex
Maintained in partnership with UmassBoston Gerontology Institute
www.basiceconomicsecurity.org/EI
Improving the lives of 10 million older adults by 2020 | © 2017 National Council on Aging 10
Additional Resources: Debt Hotline
Toll-free financial counseling hotline for older adults
Partnership with GreenPath Financial Wellness
Confidential, free call
► Only clients who enroll in specialized Debt Management
Plan pay a sliding scale fee
Get promotional tools at
https://www.ncoa.org/economic-security/money-
management/debt/debt-hotline-toolkit/
1-866-217-0543
Improving the lives of 10 million older adults by 2020 | © 2017 National Council on Aging 11
Additional Resources: BenefitsCheckUp®
Consumer site recently updated with fresh design
“Private label” site redesign coming soon!
Be sure to attend our breakout session to learn
more about recent changes and how to use it in
your counseling work
www.BenefitsCheckUp.org
Improving the lives of 10 million older adults by 2020 | © 2017 National Council on Aging 12
Additional Resources: EconomicCheckUp®
Quick Check for money management, debt, scams,
benefits, and employment resources
Can answer 23 questions for personalized report
Shadow screening for benefits
www.EconomicCheckUp.org
Improving the lives of 10 million older adults by 2020 | © 2017 National Council on Aging 13
Visualization Tools
www.ncoa.org/visualizations
Improving the lives of 10 million older adults by 2020 | © 2017 National Council on Aging 14
Overview of Visualization Tools
Why you may want to use the data visualization tools
Notes on using the tools
Walk you through some of the tools► Social Security letters to individuals potentially
eligible for LIS/MSP
► MSP/Medicaid enrollment
► Limited English Proficiency (LEP) Low-income Medicare Beneficiaries
Improving the lives of 10 million older adults by 2020 | © 2017 National Council on Aging 15
Why Use Data Visualization Tools?
Identify where to target your outreach efforts► Where are the highest areas of need in your
community?
Identify whether special accommodations may be required for outreach (e.g., translation, disability access, etc.)► Can you partner with community
organizations who may help you serve specific populations?
Improving the lives of 10 million older adults by 2020 | © 2017 National Council on Aging 16
Notes on the Data Visualization Tools
If you don’t remember the direct link, tools/maps can be found by typing “data visualization” in the search bar on NCOA.org
Numbers are best estimates► Except for actual enrollment numbers which come from the
agencies administering the benefits
► Do not focus too much on exact numbers; instead focus on trends
Tools use different geographies (state, county, ZIP code, etc.)
► Areas with limited populations may show as 0 to protect privacy
Improving the lives of 10 million older adults by 2020 | © 2017 National Council on Aging 17
LIS/MSP Eligible but not Enrolled
The Social Security Administration sends letters to
people they believe are likely eligible but not enrolled in
the Part D Low Income Subsidy (LIS) and/or the
Medicare Savings Programs (MSP)
The NCOA tool that visualizes these data shows where
these letters were sent by ZIP code and county
Tool updated spring 2016
► Plans to update with new data this spring
www.ncoa.org/lismap
Improving the lives of 10 million older adults by 2020 | © 2017 National Council on Aging 18
LIS/MSP Eligible but not Enrolled
Why use this tool?
► SSA shared these data to enable partners to know which ZIP
codes would be most useful for targeting outreach
Caveat:
► SSA based its mailing on Social Security retirement/disability
income benefits
► Letters do not take into consideration other sources of
income or assets
► Therefore, some may not be qualified for these programs.
Improving the lives of 10 million older adults by 2020 | © 2017 National Council on Aging 19
LIS/MSP Eligible but not Enrolled
LIS and MSP letters are shown in different tabs on the Google Fusion map
Data may take a moment to load
Darker colors indicate more letters were mailed in that geographic area
Use the Map tabs and zoom into a specific area in your service region to determine how many LIS and/or MSP letters were mailed to a specific ZIP code
Improving the lives of 10 million older adults by 2020 | © 2017 National Council on Aging 20
LIS/MSP Eligible but not Enrolled
You can also use the Table tab to look up a specific ZIP code
Click the blue filter button and type in a ZIP code (e.g., 78624)
Note that where a ZIP code spans multiple counties, the
numbers appear duplicated. Do not tally the numbers.
Duplicated.
Do not tally.
Improving the lives of 10 million older adults by 2020 | © 2017 National Council on Aging 21
LIS/MSP Eligible but not Enrolled
Option of downloading relevant data in a spreadsheet CSV
file.
► After filtering the data for a certain region such as state, county, or ZIP
code, click File Download. Only download filtered rows.
Improving the lives of 10 million older adults by 2020 | © 2017 National Council on Aging 22
MSP/Medicaid Enrollment
This tool allows you to view enrollment in each dual-eligible
Medicaid and Medicare Savings Program at the state- and
county-level.
► Qualified Medicare Beneficiary (QMB)
► QMB+ (qualified for QMB and Medicaid)
► Specified Low Income Beneficiary (SLMB)
► SLMB+ (qualified for SLMB and Medicaid)
► Qualifying Individual (QI)
► Other (categorically eligible for Medicaid but not MSPs)
Data is from CMS
Most recent update reflects period from December 2007 through
March 2016
www.ncoa.org/mspvisualization
Improving the lives of 10 million older adults by 2020 | © 2017 National Council on Aging 23
MSP/Medicaid Enrollment
Option of viewing national data as shown below
Improving the lives of 10 million older adults by 2020 | © 2017 National Council on Aging 24
MSP/Medicaid Enrollment
Can select specific counties or entire state
Improving the lives of 10 million older adults by 2020 | © 2017 National Council on Aging 25
Limited English Proficiency (LEP) Low-
Income Medicare Beneficiaries
The data presented in this tool can help organizations tailor their
material and messages to the needs of the population in their
service areas
► English outreach materials may not be effective!
Data based on American Community Survey/Census 5-year
estimates
► Specific to Medicare beneficiaries with incomes <150% FPL and report
limited proficiency in English
► 17 most common languages besides English spoken in U.S.
► Some languages are grouped (e.g., French & Creole)
www.ncoa.org/lepmap
Improving the lives of 10 million older adults by 2020 | © 2017 National Council on Aging 26
Limited English Proficiency (LEP) Low-
Income Medicare Beneficiaries
Three tools in one:
1) Where LEP low-income Medicare beneficiaries are
located
2) Chart of key languages across state
3) Map of key languages by county
Improving the lives of 10 million older adults by 2020 | © 2017 National Council on Aging 27
Limited English Proficiency (LEP) Low-
Income Medicare Beneficiaries
1) Where LEP low-income Medicare beneficiaries are located
Select state
Use cursor to hover over county to see
estimated # of low-income LEP Medicare
beneficiary
Improving the lives of 10 million older adults by 2020 | © 2017 National Council on Aging 28
Limited English Proficiency (LEP) Low-
Income Medicare Beneficiaries
2) Chart of key languages across state (third tab in tool) – helps
identify non-English dominant languages
Select state
Spanish is the second
most dominant language
in California after English
Improving the lives of 10 million older adults by 2020 | © 2017 National Council on Aging 29
Limited English Proficiency (LEP) Low-
Income Medicare Beneficiaries
3) Map of key languages by county (second tab)
Select state
Use cursor to hover over county to see
estimate for specific language
Select language
Improving the lives of 10 million older adults by 2020 | © 2017 National Council on Aging 30
Lessons Learned
https://www.ncoa.org/resources/expanding-benefits-enrollment/
Improving the lives of 10 million older adults by 2020 | © 2017 National Council on Aging 31
Cohort 4 BEC Profile
March 2015 selection
11 organizations awarded
grants
9 of the 11 successfully
launched and have
sustained their BECs
Improving the lives of 10 million older adults by 2020 | © 2017 National Council on Aging 32
Outreach and Enrollment Outcomes
Estimated total value
of benefits across all
Cohort 4 BECs:
$49,350,417.00
Improving the lives of 10 million older adults by 2020 | © 2017 National Council on Aging 33
Benefit Application Type Across BECs
Improving the lives of 10 million older adults by 2020 | © 2017 National Council on Aging 34
Successes and Challenges
Improving the lives of 10 million older adults by 2020 | © 2017 National Council on Aging 35
Cohort 4 Promising Practices
Improving the lives of 10 million older adults by 2020 | © 2017 National Council on Aging 36
More Promising Practices
www.ncoa.org/centerforbenefits/promising-practices
Improving the lives of 10 million older adults by 2020 | © 2017 National Council on Aging 37
Stay in Touch
Brandy Bauer:
Lauren Popham:
Meaghan McMahon: