About The Toolkit
This toolkit is aimed at providing states information and training material to ensure state staff, supports coordinators, and direct support professionals understand how Medicare and Medicaid programs can be complementary, as well as support the education and guidance of individuals and families to navigate dual eligibility enrollment and ongoing benefits management. The work of the TA cohort set the stage for policy and program refinement through the development of this NASDDDS I/DD Dual Eligibility Toolkit.
NOTE: All PDF documents in this toolkit have a Certificate of 508 Compliance: Communications Tools and Policy Tools. All customizable documents and PowerPoint Documents are not 508 compliant and must go through your own remediation process.
NASDDDS I/DD Dual Eligibility Toolkit: Communications Tools
- Infographic Public
- A plain language infographic describing key information about dual eligibility for Medicare and Medicaid, including resources on where to get more information.
- Spanish Version: Infografía pública en español: LINK
- Infographic Public (customizable) – PDF & PPTX
- A plain language infographic describing key information about dual eligibility for Medicare and Medicaid, including resources on where to get more information. This version may be customized by states with their own in-state web links and phone numbers. The link leads you to a members only page to access this tool.
- Spanish Version: Infografía pública en español: LINK
- Infographic Supporters
- A plain language infographic describing key information about dual eligibility for Medicare and Medicaid for those who support individuals with I/DD. The infographic includes resources on where to get more information.
- Spanish Version: Colaborador Infografía en español: LINK
- Infographic Supporters (customizable) – PDF & PPTX
- A plain language infographic describing key information about dual eligibility for Medicare and Medicaid for those who support individuals with I/DD. The infographic includes resources on where to get more information. This version may be customized by states with their own in-state web links and phone numbers. The link leads you to a members only page to access this tool.
- Spanish Version: Colaborador Infografía en español: LINK
- What You Need to Know About Dual Eligibility for Medicare & Medicaid Training Deck Training Deck – PDF
- A PDF version of a PowerPoint presentation for educating I/DD system partners about dual eligibility for individuals with I/DD. This slides address the meaning of dual eligibility for Medicare & Medicaid, basic information about both programs, details about qualifying for and the benefits of dual eligibility, and key information about where to get additional help.
- Spanish Version: Baraja de entrenamiento en español: LINK
- What You Need to Know About Dual Eligibility for Medicare & Medicaid Training Deck Training Deck — PPTX
- A PowerPoint presentation for educating I/DD system partners about dual eligibility for individuals with I/DD. This slides address the meaning of dual eligibility for Medicare & Medicaid, basic information about both programs, details about qualifying for and the benefits of dual eligibility, and key information about where to get additional help.
- Spanish Version: Baraja de entrenamiento en español: LINK
- Training Deck (customizable) – PDF & PPTX
- A PowerPoint presentation for educating I/DD system partners about dual eligibility for individuals with I/DD. This slides address the meaning of dual eligibility for Medicare & Medicaid, basic information about both programs, details about qualifying for and the benefits of dual eligibility, and key information about where to get additional help. This version may be customized by states with their own branding information, logos, in-state web links and phone numbers. The link leads you to a members only page to access this tool.
NASDDDS I/DD Dual Eligibility Toolkit: Policy Tools
- Case Manager Scenarios
- A tool for I/DD Case Managers and Service Coordinators to enable exploration of and practical guidance about certain life changes that may indicate entitlement to Medicare and/or Social Security benefits.
- Five Reasons Why State I/DD Programs Should Focus on Individuals Who Are Dually Eligible
- An infographic with key information and data points about individuals with I/DD who are dually eligible for Medicare & Medicaid, including the key reasons why this is an important policy focus for state I/DD leaders.
- I/DD Dual Eligibility State Data Resources
- A tool for state I/DD leaders and program managers that describes the various Medicare & Medicaid data sources available to states. The tool describes the data sources, their purposes, formats, frequencies, access methods, and weblinks.
- State Medicaid Agency Contract (SMAC) National Review and I/DD Language Examples
- A national summary of SMACs that include specific references to and/or provisions for individuals with I/DD. This is a reference guide for states improving opportunities for people with I/DD who are dually eligible for Medicare & Medicaid through the SMAC.
- State Policy Considerations: Dual Eligible Integration Opportunities to Improve Support for People with I/DD
- An outline of key areas state I/DD authorities may consider in working with the state Medicaid agency to advance education, increase awareness, and improve care coordination for individuals with I/DD who are dually eligible for Medicare & Medicaid. These strategies, successfully implemented in other states, can serve as future goals to improve alignment of services and supports for individuals with I/DD who are dually eligible. Additionally, these approaches may be adapted for the broader dually eligible populations across the state.
NASDDDS I/DD Dual Eligibility Toolkit: Video Tools
Customizable videos for states are at this LINK for NASDDDS members.
NASDDDS I/DD Dual Eligibility Toolkit: Explainer Video (English)
A plain language, animated video describing Medicare & Medicaid dual eligibility for individuals with I/DD. Find the caption file at THIS LINK.
Case Managers and Direct Support Professionals (DSP) Video (English)
A video describing Medicare & Medicaid dual eligibility for individuals with I/DD, including key details about supporting people to enroll and use their benefits. Find the caption file at THIS LINK.
NASDDDS I/DD Dual Eligibility Toolkit: Explainer Video (Spanish)
A plain language, animated video in Spanish describing Medicare & Medicaid dual eligibility for individuals with I/DD. Find the caption file at THIS LINK.
Case Managers and Direct Support Professionals (DSP) Video (Spanish)
A video in Spanish describing Medicare & Medicaid dual eligibility for individuals with I/DD, including key details about supporting people to enroll and use their benefits. Find the caption file at THIS LINK.
By accessing or using these materials, including but not limited to text, images, videos, or other digital content, owned by NASDDDS, you acknowledge and agree to abide by the terms of this disclaimer. This disclaimer applies to all use of these materials, including but not limited to quoting, paraphrasing, re-distributing, or any other form of reproduction. Organizations may print, copy, distribute, and utilize this information in whole or in part if attribution is provided to NASDDDS. Information may not be altered unless noted or indicated as “customizable”. If you do not agree with any of the terms of this disclaimer, please refrain from accessing or using the materials. For any inquiries regarding this disclaimer, please contact NASDDDS at cmcgraw@nasddds.org.
This project is supported by Arnold Ventures. Arnold Ventures is a philanthropy committed to improving the lives of American families, strengthening their communities, and promoting their economic opportunity by investing in research to understand the root causes of America’s most persistent and pressing problems. Founded in 2010 by Laura and John Arnold as part of their Giving Pledge commitment to contribute their wealth to charitable causes during their lifetimes, the philanthropy’s focus areas include higher education, criminal justice, health, infrastructure, and public finance, advocating for bipartisan policy reforms that will lead to lasting, scalable change.