June 1, 2009 – March 31, 2011

Report 2 Downloads 116 Views
TO: MIPPA Grantees FROM: National Center for Benefits Outreach and Enrollment DATE: July 22, 2011 RE: MIPPA Grantee Quarterly Report (January 2011 –March 2011)

OVERVIEW: Figure 1: Summary of Applications Submitted by Year (June 1, 2009 – March 31, 2011) APPLICATION TYPE

2009

2010

2011

Total

TOTAL VALUE OF BENEFITS

LIS

46,221

116,384

29,997

192,602

$765,785,900

MSP TOTAL*

31,143

86,092

23,732

140,967

$209,729,054

77,364

202,476

53,729

333,569

$975,514,954

*Includes Wisconsin SeniorCare 1 SPAP enrollments

Since June 2009, MIPPA grantees have: Submitted 192,602applications for the Part D Low-Income Subsidy. Submitted 140,967 applications for the Medicare Savings Programs, many of which were full Medicaid applications. Completed 128 percent of their first MIPPA grant two-year goal in the first 15 months of the grant, and 28 percent of their second MIPPA grant two-year goal. Helped individuals apply for close to $1 billion in LIS and MSP benefits alone, contributing to greater access to health care and economic security and strengthening the economies in their communities. In 2010, the 116,384 LIS applications submitted by MIPPA grantees reduced the number of people missing out on LIS by 7.3 percent. In several states (Alaska, Illinois, Maryland, Montana, New Mexico), the gap has been closed by more than 20 percent.

GRANTEES’ PROGRESS Between January 1, 2011 and March 31, 2011, 29,997 LIS applications and 23,732 MSP applications were submitted on behalf of low-income seniors and younger adults with disabilities, providing them with nearly $157 million in benefits.1 The applications submitted during this quarter raise the total cumulative number of application to 333,569 and the total value of benefits to nearly $1 billion.

Figure 2: Cumulative Number of LIS and MSP Applications by Quarter Total: 333,569

340,000

23,732

320,000 300,000

Total: 279,840

280,000

24,039

260,000 240,000

Total: 221,506

220,000 200,000

Total: 185,473 21,828

180,000 160,000

Total: 138,693

140,000 120,000

24,077

100,000

37,252

Total: 77,364

0

16,148 19,885

24,952

279,840

Total: 27,317 12,485 14,832 Jun to Sep 2009

31,389

185,473 138,693

18,658

60,000 20,000

34,295

221,506

80,000 40,000

29,997

77,364

27,317 Oct to Dec 2009

Jan to Mar 2010

Apr to Jun 2010

Applications from Previous Quarters

Jul to Sep 2010

New LIS

Oct to Dec 2010

Jan to Mar 2011

New MSP

Source: National Council on Aging, BenefitsCheckUp.org MIPPA Reporting System, (June 1, 2009 to March 31, 2011)

1

The total value of benefits is obtained by multiplying the number of applications by the annual value of each benefit. According to the Social Security Administration, the annual value of the Low-Income Subsidy in 2011 is $4,000. The annual value of the Medicare Savings Programs is the weighted average value of QMB, SLMB and QI in 2011. Based on NCOA’s BenefitsCheckUp.org data, the weighted average value of these programs is $1,574.73. In the District of Columbia where there are no SLMB and QI programs, the estimated annual value of MSP is $1,792.

2

Several states reported significant increases in their number of LIS and MSP applications submitted during this quarter. In absolute terms, Florida, Illinois, and New York had the highest increase in applications, with over 4,000 applications submitted during the past quarter. As of March 31, 2011, Illinois and New York had submitted the highest total number of LIS and MSP applications since June 2009. Both states lead the nation in absolute number of applications primarily due to the size of their Medicare eligible population and also their ability to leverage the enrollment in their state pharmaceutical assistance programs. Two groups of states reported the highest percent growth in applications during this quarter. The first group is made up of the new MIPPA grantees of Delaware and Wyoming. These states showed the strongest performance. The second group of states is made up of the states that had a late start in MIPPA 2009 or that struggled to meet their goals at earlier stages of the MIPPA grant (Hawaii, Nevada, Michigan, Texas, and Virginia). These states reported increases above the national average of 19 percent. The efforts of this most recent quarter helped the District of Columbia, Kentucky, Louisiana, Missouri, New Jersey, and Virginia to achieve 100 percent of their 2009 MIPPA goal. These states will join the 34 states that completed their 2009 goal and are now working toward the completion of their 2010 MIPPA goals. Seasonality in MIPPA Data After seven quarters of reported data, the cumulative data provides a picture of trends and seasonality in MIPPA efforts. Figure 3 shows the number of LIS and MSP applications by quarter since June 2009. As expected, MIPPA enrollment efforts show a seasonal pattern that aligns with the annual enrollment period for Part D (October to December) and Medicare Advantage open enrollment period (January to March), which typically have the highest number of contacts between counselors and Medicare beneficiaries. MIPPA efforts have been consistent during these periods, yielding over 50,000 LIS and MSP applications. The data also shows that with one exception (January to March quarters in 2010 and 2011), MIPPA efforts have improved over time when compared to similar quarters in previous years. The data provides further evidence that supports two trends that were discussed in an earlier MIPPA report. 2 The first trend shows a decreasing gap between the number of LIS and MSP applications. This trend is the result of (1) the growing number of states that secured a data-sharing agreement with their state Medicaid office to process the LIS data that is sent by SSA; (2) an increasing number of local MIPPA partners who are for their first time completing and submitting MSP applications despite the relative challenges of these applications; and (3) the improved accuracy in counting and reporting the individuals who are helped with an MSP application, specially individuals for whom a full Medicaid application was submitted. These trends will continue in future quarters as a result of a new reporting policy established by AoA, CMS and NCBOE that encourages grantees to provide follow-up and troubleshooting on MSP applications that are denied by the state Medicaid agency. Another pattern observed in the data relates to the effects of the second MIPPA grant. In an earlier report, we noticed that “[ t]here is marked slowdown in the states that have achieved 100 percent of their 2009 goal [prior to June 30, 2010]. On average, states that achieved their goals [prior to June 30, 2010] reported a 17 percent increase in submissions. In contrast, the remaining states reported a 34 2

See page 3 of NCBOE, MIPPA Grantee Quarterly Report (June 2010 to September 2010) released on December 10, 2010.

3

percent increase in submissions.” However, Figure 3 shows that the second MIPPA grant provided a new impetus to MIPPA efforts that reversed the observed trend. The October to December 2010 quarter showed the largest growth in applications seen since the beginning of MIPPA in 2009. This growth was driven by states that had already met their 2009 goals prior to the beginning of the second MIPPA grant.

Figure 3: Number of LIS and MSP Applications by Quarter 70,000 61,329

60,000

53,166

50,047

50,000

46,780

40,000

30,000

10,000

36,033

37,252 27,317 14,832 12,485

34,295

31,389 24,077

20,000

57,774

18,658

24,952 21,828

29,997

19,885

24,039

23,732

16,148

0 Jun - Sep Oct - Dec Jan - Mar Apr - Jun Jul - Sep Oct - Dec Jan - Mar 2009 2009 2010 2010 2010 2010 2011 MSP Applications LIS Applications Total Applications Source: National Council on Aging, BenefitsCheckUp.org MIPPA Reporting System, (June 1, 2009 to March 31, 2011)

4

Figure 4: Total LIS and MSP Applications Submitted by MIPPA Grantees under the 2009 MIPPA Grant by State and Goal Completion Status*

1,665 NH

5,466 WA

Not MIPPA ND

2,752 MT 2,186 OR 3,748 ID Not MIPPA WY

1,402 NV

930 UT

1,567 SD

4,420 AZ

5,507 OK

3,692 MO

4,269 OH

2,725 IN

4,101 WV 8,279 KY

5,000 VA 7,239 NC

7,128 TN 1,971 AR

4,793 CT 5,000 NJ Not MIPPA DE 1,000 DC 6,378 MD

2,263 SC 7,644 MS

3,082 TX

2,587 RI 5,742 PA

839 IA

1,584 KS

9,184 NM

3,433 MA

20,558 NY 7,085 MI

30,847 IL

1,216 CO

5,623 ME

3,307 MN

7,669 WI

928 NE 6,730 CA

1,473 VT

9,016 AL

11,603 GA

2,250 LA

851 AK

9,797 FL 1,052 HI

2009 Goal Completed 2009 Goal in Progress Not MIPPA

Source: National Council on Aging, BenefitsCheckUp.org MIPPA Reporting System (June 1, 2009 to March 31, 2011) Note: * Delaware, North Dakota, and Wyoming did not apply for 2009 MIPPA grant.

5

Figure 5: Total LIS and MSP Applications Submitted by MIPPA Grantees under the 2010 MIPPA Grant by State and Status*

1,800 NH

2,672 WA 1,345 MT

Not MIPPA ND

1,061 OR 824 ID 121 WY

NV

361 UT

191 SD

1,180 MA

7,473 NY

4,002 RI

MI 1,784 PA

954 IA

14,768 IL

3,018 CO

KS

1,228 AZ

808 ME

4,031 WI

1,158 NE

3,494 CA

VT 1,430 MN

518 OK NM

502 MO

2,027 WV

465 VA

2,094 KY

1,961 NC

1,740 TN 544 AR

101 DC

394 DE

3,723 MD

1,092 SC Not MIPPA MS

2,650 TX

OH IN

1,289 CT

32 NJ

3,871 AL

3,914 GA

197 LA

135 AK

5,036 FL

HI

Working towards 2010 goals Working towards 2009 goals Not MIPPA

Source: National Council on Aging, BenefitsCheckUp.org MIPPA Reporting System (June 1, 2009 to March 31, 2011) Note: * Mississippi and North Dakota, did not apply for 2010 MIPPA grants.

6

HIGHLIGHTS OF MIPPA ACTIVITIES Each reporting period, MIPPA grantees provide valuable information about their outreach and enrollment activities in the open-ended portion of the quarterly report. According to the information provided by MIPPA grantees, this most recent reporting period was characterized by: Using Promotores to Connect with the Hispanic Community The emphasis of the second MIPPA grant on prevention and wellness, and access to affordable health care among low-income Medicare beneficiaries has encouraged many MIPPA grantees to seek partnerships with community-based health promotion programs. The MIPPA grantees of Texas and Wisconsin have developed partnerships with their Promotores program to support their MIPPA efforts The South Texas AAA and Bexar County AAA trained their Promotores to educate and refer for additional assistance eligible individuals identified in their door-to-door activities targeted to low-income Spanish speaking neighborhoods. Similarly, Los Abuelitos Hispanic Outreach Project is building partnerships for culturally competent outreach and assistance through Promotores among Spanish speakers in Southeastern Wisconsin. Trusted bilingual support such as the one provided by the Promotores is critical to connect eligible beneficiaries with the agencies that provide personalized enrollment assistance. Finding New Ways to Connect with Rural Populations One-fifth of Medicare beneficiaries live in rural areas.3 MIPPA places a strong emphasis on helping Medicare beneficiaries in these areas to become enrolled in LIS and MSP, and to receive personalized assistance with their Part D plan comparison and selection. Rural Medicare beneficiaries face a unique set of challenges in plan selection and access to services that makes the type of assistance provided under MIPPA even more essential to this population. One unique aspect of MIPPA is that it has promoted statewide discussions among AAAs and ADRCs and SHIPs on the methods and strategies employed to reach this population. In Missouri, the MIPPA grantee held two bi-monthly conference calls for all the grantees where the main topics addressed best practices and models for how to reach rural Medicare beneficiaries. MIPPA has also helped the aging network to identify underserved segments of the rural population. As part of their process of developing their second MIPPA grant, Iowa identified rural nursing home residents as an underserved population. To address to needs of this population, the MIPPA SHIIP grantee developed the Nursing Facility Pilot. In this pilot project, MIPPA supported staff and volunteers work with social workers or other nursing facility staff to gather Part D Drug Information Forms from residents and run comparisons. As part of the project, the MIPPA grantee is training the nursing home staff on how to review the comparisons with residents or family members, and request enrollments in new plans if necessary. Lastly, MIPPA has also fostered the emergence of new ideas and practices that aim to bring personalized assistance to rural beneficiaries. The Access to Healthcare Network, a local MIPPA partner in Nevada, is leveraging its experience using Skype to provide personalized assistance to uninsured individuals living in rural areas, to help low-income Medicare beneficiaries to enroll in LIS and MSP.

3

Kaiser Family Foundation, Chart: Percent of Medicare Beneficiaries Residing in Rural Counties, by State, 2010. Available online at: http://facts.kff.org/chart.aspx?cb=58&sctn=162&ch=1717

7

Table 1: LIS and MSP Application Submissions and Value of Benefits

(January 1, 2011 – March 31, 2011) LIS Applications

MSP Applications

Total Applications

Value of Benefits ($)

406

796

1,202

$2,877,488

28 248 279 919 220 39

31 332 121 1,003 181 365

59 580 400 1,922 401 404

$160,817 $1,514,812 $1,306,543 $5,255,458 $1,165,027 $730,778

107 0 2,017 1,487 21 175

27 146 2,024 475 367 174

134 146 4,041 1,962 388 349

$470,518 $261,632 $11,255,261 $6,695,998 $661,927 $974,004

7,273 396 290 48 1,223 303

3,034 242 150 41 983 185

10,307 638 440 89 2,206 488

$33,869,742 $1,965,086 $1,396,210 $256,564 $6,439,963 $1,503,326

Maine Maryland Massachusetts Michigan Minnesota a Mississippi

16 792 232 935 481 459

290 742 311 687 437 283

306 1,534 543 1,622 918 742

$520,673 $4,336,452 $1,417,742 $4,821,842 $2,612,159 $2,281,650

Missouri Montana Nebraska Nevada New Hampshire New Jersey

685 413 92 503 162 372

500 149 22 56 129 415

1,185 562 114 559 291 787

$3,527,367 $1,886,635 $402,644 $2,100,185 $851,141 $2,141,514

New Mexico a New York North Carolina Ohio Oklahoma Oregon

271 801 948 463 200 170

594 2,593 28 120 67 163

865 3,394 976 583 267 333

$2,019,392 $7,287,284 $3,836,093 $2,040,968 $905,507 $936,682

State Alabama

a

Alaska a Arizona Arkansas California Colorado Connecticut Delaware ac DC Florida Georgia Hawaii Idaho

b

Illinois Indiana Iowa Kansas Kentucky Louisiana a

8

LIS Applications

MSP Applications

Total Applications

Value of Benefits ($)

955 189 302 53

322 324 344 24

1,277 513 646 77

$4,327,064 $1,266,214 $1,749,708 $249,794

Tennessee Texas Utah a Vermont Virginia Washington

708 1,246 104 34 1,065 395

740 649 50 17 190 593

1,448 1,895 154 51 1,255 988

$3,997,303 $6,006,002 $494,737 $162,770 $4,559,199 $2,513,817

West Virginia e Wisconsin b Wyoming Quarter Total

474 925 73 29,997

339 1,839 38 23,732

State Pennsylvania Rhode Island South Carolina South Dakota

813 $2,429,835 2,764 $6,595,935 111 $351,840 53,729 $157,391,298 Source: National Council on Aging, BenefitsCheckUp.org MIPPA Reporting System, (January 1, 2011 to March 31, 2011) Notes: a These states have eliminated the asset test for their Medicare Saving Programs. b New MIPPA states. Enrollment efforts began on October 1, 2010. c In the District of Columbia, the income limit for the MSP program is 300% of the Federal Poverty Level. Due to this higher income limit for MSP, DC’s MIPPA partners are focusing their efforts on enrolling individuals into MSP rather than LIS. MIPPA grantees have chosen this strategy as individuals who are approved for MSP are automatically deemed eligible for LIS. DC’s value of benefits for MSP per individual is also higher than for all other states, because all MSP enrollments in DC are for the Qualified Medicare Beneficiary program. Since all MSP beneficiaries are automatically deemed eligible for LIS, if we count the value of LIS towards DC efforts, their total value of benefits would show an additional $584,000. d It is common practice (previously a requirement) in Illinois to complete an LIS application for individuals who are applying for the State Pharmaceutical Assistance Program. e This number includes SeniorCare (WI’s SPAP) Level 1 applications.

9