nisc bcu private label - ncoa...–pilot phase to test nisc private label •summer 2013 –surveyed...

NISC BCU Private Label

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A non-profit service and advocacy organization © 2012 National Council on Aging

NISC BCU Private Label and Economic Security

•Who?

Introduction

•What?

Purpose

•Why?

Expectations

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Senior Centers Engaged

in Economic Security

Your

organization’s

engagement in

economic

security

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The National Institute of Senior Centers

The Work of NISC

Strengthening

Senior Centers

Engaging Senior

Centers in

NCOA’s Mission

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A Strategic New Model for NISC

Seven Outcomes-Focused Work Groups

Public Policy and Advocacy

Economic Security

Improving Health

Standards & Accreditation

Best Practices

State Associations

Diversity

Engaging Senior Centers in

NCOA’s Mission

NCOA Strengthening

Senior Centers

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Overall Outcome

Improve the economic status of

older adults with programs

offered through senior centers

Short-term Outcomes

Connect senior centers with:

Information about economic security and benefits programs

Tools to implement programs

Professionals with expertise

Economic Security Work Group

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The Senior Disconnect

Key Findings:

• “Financial benefits” - #1 reason for calling

Eldercare Locator

• Lost benefits of $1.2 billion for BCU users

• 71% of BCU users losing out on one or more

benefits

WHY?

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NISC BCU Private Label

www.benefitscheckup.org/nisc BenefitsCheckUp helps seniors find and enroll in public

and private benefits programs, including:

– Medicare Extra Help

– Patient Assistance Programs, state Medicaid, MSP and

SPAPS

– SNAP/Food Stamps program

http://www.benefitscheckup.org/nisc

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Organizational Benefit

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Timeline

• Spring 2013

– Pilot Phase to test NISC Private Label

• Summer 2013

– Surveyed pilot sites and studied results

– Designed toolkit for training and implementation

• October 2013 Launch

– BCU Workshop at “Senior Centers 2013” Conference

– Webinar – 10/17/13 at 2:00 p.m. ET

– Toolkit finalized

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Pilot Sites

• Austin, Texas

• Clinton, Massachusetts

• Groton, Connecticut

• Harlingen, Texas

• San Antonio, Texas

• Wilmington, Delaware

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Pilot Study Outcomes

Identified potential

new benefits

Applied for new

benefits programs

Enrolled in new

benefits programs

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Pilot Recommendation

100%

recommend

using BCU

with

appropriate

training for

staff and

volunteers

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Challenges

• Inadequate

documentation

• Concern about

Internet: identity theft

and confidentiality

• Inadequate training

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Training Toolkit

• Understanding the Need

• Understanding the Benefits

• Understanding Benefits CheckUp

• Understanding Seniors and the Internet

• Understanding Outreach

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Training Toolkit

• BCU website and

online resources

• You Gave, Now Save

Issue Brief and Guide

• Webinars:

• Benefits 101

• Turning 65

• BCU Documentation

Checklist and Reports

• Practice sessions

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Lessons Learned:

Benefits Enrollment Centers and Pilot

Develop reminder

and follow-up

procedures

Provide assurances

about Internet

Take your time

Rephrase questions

Be precise as

possible

Listen to the stories

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Lessons Learned

Practice, Practice, Practice

Learn how to find answers on BCU

Understand implications of the questions

Recognize that although BCU may indicate

eligibility more investigation may prove otherwise

Understand key benefits rules & procedures

Consider “active listening”

skills training

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Outreach

• Local Senior Center

• Benefits Enrollment “Road Show” with Key

Community Partners (toolkit available)

• Community Presentations

• Out-stationing

• http://www.ncoa.org/enhance-economic-security/center-for-benefits/promising-practices/outreach-education/

http://www.ncoa.org/enhance-economic-security/center-for-benefits/promising-practices/outreach-education/













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Next Steps

and you – tell us your story!

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Contact Information

Sue Getman, Executive Director [email protected] 302-651-3460

mailto:[email protected]

nisc bcu private label - ncoa...–pilot phase to test nisc private label •summer 2013 –surveyed...

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