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© 2014 Enroll America and Get Covered America EnrollAmerica.org | GetCoveredAmerica.org 10-14-14 Click to edit master title style. 1 Successful Recipes to Reach Rural Communi4es Dayanne Leal, Deputy Director, State Assistance, Enroll America Nicole Oehmke, California Project Director, Enroll America Randi Clark, Communica9ons Specialist, Worcester County Health Department Victoria Stephan, Consultant, Inland Empire Coverage and Health Ini9a9ve (IECHI) Beatriz “Gina” GrantToro, Outreach & Enrollment Assistant, Indiana Health Centers, INC.

Successful Recipes to Reach Rural Communities

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Reaching out to uninsured individuals in rural communities requires unique solutions and a touch of creativity. This webinar covered a few things you should consider when conducting rural outreach and highlighted successful outreach strategies used during the first open enrollment period to engage the rural uninsured. Learn about practical and replicable strategies that you can implement to engage the uninsured living in the rural areas near you!

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Page 1: Successful Recipes to Reach Rural Communities

© 2014 Enroll America and Get Covered America EnrollAmerica.org | GetCoveredAmerica.org 10-14-14

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Successful  Recipes  to    Reach  Rural  Communi4es  Dayanne  Leal,  Deputy  Director,  State  Assistance,  Enroll  America    

Nicole  Oehmke,  California  Project  Director,  Enroll  America    Randi  Clark,  Communica9ons  Specialist,  Worcester  County  Health  Department  

Victoria  Stephan,  Consultant,  Inland  Empire  Coverage  and  Health  Ini9a9ve  (IE-­‐CHI)  Beatriz  “Gina”  Grant-­‐Toro,  Outreach  &  Enrollment  Assistant,  Indiana  Health  Centers,  INC.  

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© 2014 Enroll America and Get Covered America EnrollAmerica.org | GetCoveredAmerica.org 10-14-14 2

Agenda  

I.  Welcome  and  Se;ng  the  Stage   Dayanne  Leal,  Deputy  Director,  State  Assistance,  Enroll  America  

II.  Rural  Outreach  in  Maryland   Randi  Clark,  Communica:ons  Specialist,  Worcester  County  Health  Department  

III.  Rural  Outreach  in  California   Victoria  Stephan,  Consultant,  Inland  Empire  Coverage  and  Health  Ini:a:ve  (IE-­‐CHI)  

IV.  Rural  Outreach  in  Indiana   Beatriz  “Gina”  Grant-­‐Toro,  Outreach  &  Enrollment  Assistant,  Indiana  Health  Centers,  INC.  

V.  Q&A   Dayanne  Leal,  Deputy  Director,  State  Assistance,  Enroll  America  &  Nicole  Oehmke,  California  Project  Director,  Enroll  America    

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SETTING  THE  STAGE  

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Rural  Popula4ons:    Sta4ng  Some  Facts  

Lower  Popula:on  Density    

Fewer  Health  Resources  

Lack  of  Reliable  Transporta:on    

Lack  of  Internet    

Cell  Phone  Use  –    But  Minutes  Can  Be  Limited  

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Successful  Recipes  to  Reach  Rural  Communi4es:  Maryland’s  Lower  Eastern  Shore  

 Randi  Clark  

Communica:ons  Specialist  Worcester  County  Health  Department  

 

 

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Lower  Shore  Health  Insurance  Assistance  Program  •  Worcester  County  Health  Department  received  a  grant  from  the        

Maryland  Health  Benefit  Exchange  •  Lower  Shore  Connector  En:ty  for  Maryland  Health  Connec:on,  the  state’s  

health  insurance  marketplace  •  Serving  uninsured  and  underinsured  residents  of  Somerset,  Wicomico,  

and  Worcester  coun:es  

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Effec4ve  Strategies  –  Open  Enrollment  Year  1  

•  Approach:  Deploy  local  mobile  consumer  assistance  workers  to  reach  rural  communi:es,  and  empower  them  with  tools  that  help  them  efficiently  schedule  appointments  and  track  data  

 

•  Tools  –  Virtual  contact  center    –  Sugar  customer  rela:onship  management  

 

•  Other  Strategies  –  Steering  commi_ee  –  Adver:sing  –  Outreach  

 

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Virtual  Contact  Center:  ISyphone.com  

•  Cost:  $3,000  -­‐  $4,000  

•  Routes  to  iPhones  

•  Capabili:es:  –  “Open”  hours  –  Staff  status  op:ons  –  Call  tracking  –  Call  repor:ng  

•  Notable  metrics:  –  4,009  calls  tracked  –  2,154  unique  callers  

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Sugar  CRM  

•  Open  source  customer  rela:onship  management  (CRM)  tool  adapted  to  program  needs  by  IT  staff  

•  Used  to  track  client  informa:on  and  events  

•  Op:on  to  sort  data  by  assigned  staff  member,  date,  etc.  

•  Repor:ng  –  Client  demographics  –  Prospects  –  Enrollments  –  Events  –  Materials  distributed  

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Sugar  CRM    

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Other  Strategies    

•  Steering  CommiTee  –  Health  Departments  –  Departments  of  Social  Services  

–  Hospitals  –  Federally  Qualified  Health  Centers  

–  Libraries  –  Other  community-­‐based  organiza:ons  

•  Adver4sing  –  Tradi:onal  outreach  –  Paid  adver:sing  –  Social  media  promo:on  –  Earned  media  

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Other  Strategies  –  Paid  Adver4sing  &  Social  Media  

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Other  Strategies  –  Community  Outreach  

•  Mostly  focused  on  outreach  and    educa4on  rather  than  enrollment  –  Outreach  booths  –  Community  events  –  Presenta:ons    

•  Select  loca4ons  offered  opportuni4es      for  on-­‐site  enrollment  –  Homeless  –  Libraries  –  Certain  partnership  events  

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Addi4onal  Metrics  -­‐  Year  1  

•  Outreach  –  45,000  handouts  distributed  

–  127  outreach  booths  –  72  presenta:ons  –  19  library  informa:on  sessions  

•  Enrollments  –  7,667  total  enrollments  •  Medicaid:                                          5,486  individuals  •  Private  Plans:              2,181  individuals  

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Customer  Sa4sfac4on  Survey  –  Year  2  

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Open  Enrollment  Year  2    

•  Primary  strategy:  

–  U:lize  digital  tools  and  data-­‐driven  processes  to  connect  rural  consumers  to  their  closest  source  of  applica:on  assistance  as  efficiently  as  possible  

 

•  Why  does  this  work?  

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Randi  Clark  Communica9ons  Specialist  

Worcester  County  Health  Department  [email protected]    

410-­‐632-­‐9230      

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Successful  Recipes  to  Reach    Rural  Communi4es:  

 Health  Enrollment  “Promising  Prac:ce”  HEALTH  TEAMS  

Victoria  Stephan,  Consultant  

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Who  is  the  IE-­‐CHI?  

u  60  member  collabora:ve  of  community  agencies  commi_ed  to  ensuring  that  all  children/families  in  the  two  largest  coun:es  in  California    have  health  coverage  and  services.  

u  One  of  28  “CHIs”  in  the  state  working  in  partnership  with  the  state  CHI;  California  Coverage  and  Health  Ini:a:ve  (CCHI).  

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Outreach  &  Enrollment  Mission  

u  Background:  In  2013,  IE-­‐CHI  received  two-­‐year  CHIP  grant  to  enroll  eligible  children  in  Medi-­‐cal  programs  in  the  “Inland  Empire”.  

u  Region:  Two  coun:es  comprised  of  several  areas  defined  by  geological  proper:es,  vast  rural  areas,  and  diverse  popula:ons.  

u  Challenge:  Develop  a  comprehensive  and  effec:ve  method  of  outreach  and  enrollment  in  this  region.  

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Our  Approach  

Localized  Health  Teams  

u  Health  Teams:  Provide  complementary  outreach,  enrollment  and  health  educa:on  services  together  at  local  community  events  and  specific  loca:ons.    

u  Our  Teams:  Include  Medi-­‐cal  focused  agencies,  ACA  focused  agencies  (Covered  California)  and  agencies  providing  health  educa:on  and  screening  services.    

 

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Health  Team  Categories  

u  Medi-­‐cal  Enroller  (CAA)  

u  Medi-­‐cal  Health  Provider  

u  Health  Educator  

u  Community  Partner  

u  Covered  California  Cer4fied  Enrollment  Counselor  (CEC)  

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Steps  to  Implementa4on  

Dividing  the  territory  

Capitalizing  on  membership  resources    

Building  off  exis:ng  community  events  

Tapping  into  earned  media  

Partnering  with  both  coun:es’  “211”    

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Staying  Connected  =  Success  

IE-­‐CHI  website  included  interac:ve  calendars  that  kept  health  team  partners,  other  IE-­‐CHI  members  and  the  community  informed  

Regular  conference  calls  discussed  best  prac:ces  and  challenges  and  supported  immediate  problem  solving  and  partnering  

Regular  email  communica:on  helped  with  planning  

IE-­‐CHI  general  mee:ngs  provide  networking  and  rela:onship  building  opportuni:es  

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Promising  Prac4ce:  Why  this  strategy  worked  for  rural  communi4es?       u Health  Teams  worked!    

u Mee:ng  goals  by  working  together.    u Direc:ng  to  one  easy  number:  “211”

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Replica4ng  this  Strategy  

u  Define  your  community/region  resources.  

u  Look  for  already  developed  partnerships  and  collabora:ons  on  which  to  build  in  rural  areas.  

u  Clearly  define  the  roles  and  expecta:ons  of  each  type  of  team  member.  

u  Coordinate  teams  in  rural  areas  in  which  they  already  have  a  “Presence”.  

u  Use  exis:ng  community  events/loca:ons  in  rural  areas.  

u  Develop  an  effec:ve  communica:on  system  between  team  members  and  with  the  community.    

u  Define  a  clear,  reasonable  method  of  collec:ng  and  tracking  data.  

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Contact  Informa4on  

To  reach  the  IE-­‐CHI  for  further  informa:on  or  resources  you  may:  

1)  Visit  our  website  at:  www.iechi.org    

2)  Contact  the  IE-­‐CHI  Consultant  at:  [email protected]  

3)  Contact  an  IE-­‐CHI  Co-­‐Chair:    

   Jim  Peterson  at  [email protected]  

                   Marci  Aguirre  at  [email protected]  

   

 

 

 

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Successful  Recipes  to  Reach  Rural  Communi4es  

 Beatriz  “Gina”  Grant-­‐Toro  

Indiana  Health  Centers,  INC.  

Outreach  &  Enrollment  Assistant  

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OUR  MISSION:  To  engage  exclusively  in  charitable  and  educa:onal  

programs  and  ac:vi:es  by  improving  the  health  status  of  the  community  at  large  with  special  emphasis  on  those  who,  because  of  their  poverty,  loca:on  in  rural  areas,  or  for  other  reasons,  have  health  

needs  which  are  not  being  met.      

*Federally  Qualified  Health  Center  *Fee  for  Service  

*Coordina:on  of  Services  *Several  Loca:ons  Throughout  Indiana  

Website:        WWW.INDIANAHEALTHONLINE.ORG       30

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Outreach  Strategies    

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Ø  Traveled  main  artery  of  county.  

Ø  Iden4fied  highly  visible  landmarks  and  marquees.  

Ø  Established  and  maintained    rela4onships  with  “Trusted  Community  Partners  and  En44es”.  

Ø  Ac4vely  par4cipated  in  community  held  monthly  mee4ngs  and  events.  

Effec4ve  Strategies  –    Open  Enrollment  Year  1  (OE1)  

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Ø  Focused  on  heavily  traveled  roadways  

Ø  Proper  adver:sement  in  partnerships  offering  similar  services  

Ø  Iden4fied  where  basic  needs  are  met  

Ø  Pulled  into  grocery  stores,  medical  facili:es,  restaurant,  hotels  and  other  like  partners  

Ø  Introduced  the  Marketplace,  my  purpose  and  mutual  benefits  

 

Main  Artery  for  County  

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Ø  Coordinate  adver4sement  and  presenta4ons  u4lizing  known  logos  and  loca4ons  

Ø  Hotels  

Ø  Restaurants  

Ø  Social  Service  Agencies  

Ø  Libraries  

Ø  Other  businesses  that  offer  services  to  our  target  popula:on  

Landmarks  and  Marquees  

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Ø  Loca4on  

Ø  Ameni4es  

Ø  Internet    

Ø  Computers  

Ø  Phones  

Ø  Bathrooms  

Ø  Mee:ng  space  

Ø  Sea:ng  areas  

Ø  Parking  availability  

Approaching  Hotels  

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Ø  Target  low  traffic  4mes  

Ø  May  enhance  customer  traffic    

Ø  Minimize  interrup:on  to  en:ty’s  already  established  workflow  

Ø  Vendors  have  basic  foods  available  

 

Ø  Helps  rural  businesses  draw  in  addi4onal  customers  

Approaching  Restaurants  

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Why  This  Approach  Worked  for    Rural  Communi4es?  

Ø  Crea4ve  Networking  is  impera4ve  

Ø  It  empowers  en44es  and  partners  to  con4nue  contribu4ng  to          the  community  and  meet  their  goals  

Ø  Able  to  connect  to  mul4–cultural  individuals  through  available  community  partners  and  en44es  that  individually,  we  might  not  meet  

Ø  Their  established  presence  allows  for  ongoing  volunteer  services  

Ø  Must  maintain  rela:onship  to  tap  into  these    

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Contact  Informa4on    

Beatriz  “Gina”  Grant-­‐Toro  Indiana  Health  Centers,  INC.  

 

ggrant-­‐[email protected]  

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Q&A