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How to Assess the Effectiveness of ACA Outreach & Education Efforts April 29, 2015 Kien Lee Vice President & Principal Associate, Community Science Oscar Espinosa Senior Associate, Community Science
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Page 1: How to Assess the Effectiveness of ACA Outreach ... Outreach and...How to Assess the Effectiveness of ACA Outreach & Education Efforts April 29, 2015 Kien Lee Vice President & Principal

How to Assess the Effectiveness of ACA

Outreach & Education Efforts

April 29, 2015

Kien Lee

Vice President

& Principal

Associate, Community

Science

Oscar

Espinosa

Senior

Associate, Community

Science

Page 2: How to Assess the Effectiveness of ACA Outreach ... Outreach and...How to Assess the Effectiveness of ACA Outreach & Education Efforts April 29, 2015 Kien Lee Vice President & Principal

TODAY’S AGENDA

1. Overview and Context

2. Methods to assess the effectiveness of ACA outreach and education efforts;

3. Results of outreach efforts in terms of reach, knowledge gain, and intent to act;

4. Lessons Learned for overcoming barriers to enrollment, designing effective outreach strategies in future enrollment periods; and, evaluating the impact of ACA outreach.

5. Question & Answer Session

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Page 3: How to Assess the Effectiveness of ACA Outreach ... Outreach and...How to Assess the Effectiveness of ACA Outreach & Education Efforts April 29, 2015 Kien Lee Vice President & Principal

o Use the arrow to open and hide your

control panel

o Note that you are all automatically

muted and in listen only mode

o Join audio by:

o Choosing “Mic & Speakers” to

use VoIP

o Choosing “Telephone” and dial

in using the information provided

o Use the “Questions” panel to:

o Troubleshoot tech problems, or

email: [email protected]

o Submit questions and comments

via the “Questions” panel for

Q&A session at the end!

WEBINAR LOGISTICS3

Page 4: How to Assess the Effectiveness of ACA Outreach ... Outreach and...How to Assess the Effectiveness of ACA Outreach & Education Efforts April 29, 2015 Kien Lee Vice President & Principal
Page 5: How to Assess the Effectiveness of ACA Outreach ... Outreach and...How to Assess the Effectiveness of ACA Outreach & Education Efforts April 29, 2015 Kien Lee Vice President & Principal

NATIONAL PARTNERSHIP FOR ACTION

TO END HEALTH DISPARITIES

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Page 6: How to Assess the Effectiveness of ACA Outreach ... Outreach and...How to Assess the Effectiveness of ACA Outreach & Education Efforts April 29, 2015 Kien Lee Vice President & Principal

INSURANCE ENROLLMENT AS A SHARE (%) OF

POTENTIAL MARKETPLACE POPULATION

Source: Kaiser Family Foundation, February 17, 2015

64%

60%

52%

52%

51%

51%

FLORIDA

MAINE

PENNSYLVANIA

DELAWARE

NORTH CAROLINA

NEW HAMPSHIRE

24%

23%

21%

20%

ALASKA

NORTH DAKOTA

SOUTH DAKOTA

IOWASource: Kaiser Family Foundation, February 17, 2015

Potential market includes legally-residing individuals who are

uninsured or purchase non-group coverage, have incomes

above Medicaid/CHIP eligibility levels, and who do not have

access to employer-sponsored coverage. The estimate

excludes uninsured individuals with incomes below the federal

poverty level who live in states that elected not to expand the

Medicaid program; these individuals are not eligible for

financial assistance and are unlikely to have the resources to

purchase coverage in the Marketplace.

6

Page 7: How to Assess the Effectiveness of ACA Outreach ... Outreach and...How to Assess the Effectiveness of ACA Outreach & Education Efforts April 29, 2015 Kien Lee Vice President & Principal

TAKE HOME POINT:

EFFECTIVE ACA OUTREACH

CAN MAKE THE DIFFERENCE

7

Page 8: How to Assess the Effectiveness of ACA Outreach ... Outreach and...How to Assess the Effectiveness of ACA Outreach & Education Efforts April 29, 2015 Kien Lee Vice President & Principal

Measurement Domains

REACH

Outreach Participant Data Source

• Event Size

• Target Pop

• Location Type

• Mode

• Dosage

• Race/ethnicity

• Age

• Gender

• Language

• Tech Literacy

• Event Log

• Assessment

ENGAGEMENT

Outreach Participant Data Source

• % Aware of Language

Access Services

• Cultural Adaptations to

Content

• % Request Language Access

Services

• % Ask Questions

• % Make an Appointment

• Event Log

• Assessment

• Event Organizer Interviews

KNOWLEDGE GAIN

Outreach Participant Data Source

• Topics and Key

Messages

• Retrospective Pretest of Perceived

Knowledge

• Assessment

• Event Organizer Interviews

INTENT TO ACT

Outreach Participant Data Source

• Topics and Key

Messages

• % Likelihood to Enroll, Gather More

Information, Think about Options

• Assessment

• Event Organizer Interviews

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Page 9: How to Assess the Effectiveness of ACA Outreach ... Outreach and...How to Assess the Effectiveness of ACA Outreach & Education Efforts April 29, 2015 Kien Lee Vice President & Principal

Knowledge Gain

Reach

Language Help

Tech Literacy

Intent to Enroll

9

Page 10: How to Assess the Effectiveness of ACA Outreach ... Outreach and...How to Assess the Effectiveness of ACA Outreach & Education Efforts April 29, 2015 Kien Lee Vice President & Principal

QUESTIONNAIRE TRANSLATIONS10

Page 11: How to Assess the Effectiveness of ACA Outreach ... Outreach and...How to Assess the Effectiveness of ACA Outreach & Education Efforts April 29, 2015 Kien Lee Vice President & Principal

QUESTIONNAIRE ADMINISTRATION

o Local RHEC partner organizations received training and resources to administer assessments.

o Data were collected via paper-and-pencil and online.

o A Quick Response (QR) code and shortened bitly links were available to aid participants in responding online.

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Page 12: How to Assess the Effectiveness of ACA Outreach ... Outreach and...How to Assess the Effectiveness of ACA Outreach & Education Efforts April 29, 2015 Kien Lee Vice President & Principal

EVENT ORGANIZER INTERVIEW PROTOCOL

o Identification of Need

oOutreach Event Strategies

oFactors Contributing to Success

o Indicators of Success

oChallenges Experienced by Participants

oChallenges in Recruitment / Publicizing Events

oRecommendations for Future Events’ Success

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Page 13: How to Assess the Effectiveness of ACA Outreach ... Outreach and...How to Assess the Effectiveness of ACA Outreach & Education Efforts April 29, 2015 Kien Lee Vice President & Principal

FINDINGS FROM ACA

OUTREACH IN THE FIRST OPEN

ENROLLMENT PERIOD

13

Page 14: How to Assess the Effectiveness of ACA Outreach ... Outreach and...How to Assess the Effectiveness of ACA Outreach & Education Efforts April 29, 2015 Kien Lee Vice President & Principal

REGIONAL HEALTH EQUITY COUNCILS (RHECS)

ACA OUTREACH & EDUCATION ACTIVITIES

o During the 1st Open Enrollment, assessment data were submitted on 29 outreach activities co-sponsored by:

1. Southeast Health Equity Council (RHEC IV)

2. Great Lakes Regional Health Equity Council (RHEC V)

o The events took place in:

o Michigan (15)

o Ohio (11)

o Tennessee (1 event)

o Georgia (2 events)

o Activities reached 2255 participants and data were received from 819 respondents.

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Page 15: How to Assess the Effectiveness of ACA Outreach ... Outreach and...How to Assess the Effectiveness of ACA Outreach & Education Efforts April 29, 2015 Kien Lee Vice President & Principal

REACH

Special PopulationNumber of

Events

Number of

Participants

African American 11 1785

South Asian 2 135

Southeast Asian 2 66

East Asian 5 87

Pan Asian 7 139

Young Invincibles/

Community College1 24

Formerly Incarcerated 1 19

TOTAL 29 2,255

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Page 16: How to Assess the Effectiveness of ACA Outreach ... Outreach and...How to Assess the Effectiveness of ACA Outreach & Education Efforts April 29, 2015 Kien Lee Vice President & Principal

Characteristic Number (Percentage)

Race

African American/Black 369 (45.1%)

Caucasian/White 45 (5.5%)

Asian or Pacific Islander 332 (40.5%)

Hispanic or Latino 26 (3.2%)

Native American/Alaska Native 1 (0.1%)

Arab American 4 (0.5%)

Other 17 (2.1%)

Gender

Male 256 (31.3%)

Female 538 (65.7%)

Age

18-34 91 (11.1%)

35-64 549 (67.0%)

65+ 132 (16.1%)

DEMOGRAPHICS 16

Page 17: How to Assess the Effectiveness of ACA Outreach ... Outreach and...How to Assess the Effectiveness of ACA Outreach & Education Efforts April 29, 2015 Kien Lee Vice President & Principal

PERCEIVED KNOWLEDGE GAIN (N=679)

Ways to

Buy*

Tax

Credits*Benefits*

Types of

Policies*

How It

Works*

Pre 1.62 1.56 1.76 1.63 1.81

Post 2.56 2.50 2.62 2.53 2.60

Difference 0.94 0.94 0.86 0.90 0.79

0.00

0.25

0.50

0.75

1.00

1.25

1.50

1.75

2.00

1.00

1.25

1.50

1.75

2.00

2.25

2.50

2.75

3.00

Pre

an

d P

ost D

iffere

nce

17

Page 18: How to Assess the Effectiveness of ACA Outreach ... Outreach and...How to Assess the Effectiveness of ACA Outreach & Education Efforts April 29, 2015 Kien Lee Vice President & Principal

INTENT TO ACT FOLLOWING OUTREACHLe

vel of

Inte

nt

2.53

2.39

2.122.04

Do More

Thinking

Gather More

Information

Make an

Appointment

Enroll in Health

Insurance

18

Page 19: How to Assess the Effectiveness of ACA Outreach ... Outreach and...How to Assess the Effectiveness of ACA Outreach & Education Efforts April 29, 2015 Kien Lee Vice President & Principal

o Enrollment Complexity

o Trust Issues

o Technology Literacy among Older Adults

o Availability and Training of In-Person Assisters

o Health Insurance and Health Care Literacy

LESSONS LEARNED:

OVERCOMING ENROLLMENT BARRIERS

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Page 20: How to Assess the Effectiveness of ACA Outreach ... Outreach and...How to Assess the Effectiveness of ACA Outreach & Education Efforts April 29, 2015 Kien Lee Vice President & Principal

20

• Design outreach events by first understanding how community organizational structures impact your credibility.

• How does the community vet outsiders?• What media outlets do they trust and utilize?• What locations do they frequent (e.g., churches,

grocery stores)? What times of day?• What concerns do they have about the

enrollment process?

LESSONS LEARNED:

DESIGNING EFFECTIVE OUTREACH

Page 21: How to Assess the Effectiveness of ACA Outreach ... Outreach and...How to Assess the Effectiveness of ACA Outreach & Education Efforts April 29, 2015 Kien Lee Vice President & Principal

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• Develop a measurement framework to operationalize effectiveness.

• Work closely with your event coordinators on event logistics and data collection protocols.

• Customize data collection instruments to the population you are trying to reach (language, reading level).

• Pilot test the data collection instrument.• Build on the resources within your network of partners.• Consider online data collection as an option.

LESSONS LEARNED:

EVALUATING ACA OUTREACH

Page 22: How to Assess the Effectiveness of ACA Outreach ... Outreach and...How to Assess the Effectiveness of ACA Outreach & Education Efforts April 29, 2015 Kien Lee Vice President & Principal

QUESTION & ANSWER

SESSION

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Page 23: How to Assess the Effectiveness of ACA Outreach ... Outreach and...How to Assess the Effectiveness of ACA Outreach & Education Efforts April 29, 2015 Kien Lee Vice President & Principal

THANK YOU!

First Open Enrollment Outreach Partners

o Othelia Pryor, Michigan Minority Health Coalition

o Manju Sankarappa, Ohio Asian American Health Coalition

o Cherry Houston, Critical Learning Systems

o Neicey Johnson, VSNS, Inc.

o Zakiya Sloley, Center for Pan Asian Community Services

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Page 24: How to Assess the Effectiveness of ACA Outreach ... Outreach and...How to Assess the Effectiveness of ACA Outreach & Education Efforts April 29, 2015 Kien Lee Vice President & Principal

QUESTIONS? CONTACT US!

Kien Lee

Vice President & Principal Associate

Community Science

[email protected]

Oscar Espinosa

Senior Associate

Community Science

[email protected]

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