Key Steps and Considerations for States Using “Medicare-First” Exclusively Aligned Enrollment Processes with Dual Eligible Special Needs Plans (D-SNPs)

Key Steps and Considerations for States Using “Medicare-First” Exclusively Aligned Enrollment Processes with Dual Eligible Special Needs Plans (D-SNPs)

Published: Jun 01, 2026
Publisher: Mathematica

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Associated Project

Supporting States in Improving Care for Dually Eligible Individuals through the Integrated Care Resource Center

Time frame: 2011-2029

Prepared for:

U.S. Department of Health and Human Services, Centers for Medicare & Medicaid Services, Medicare - Medicaid Coordination Office

Authors

Lida Momeni (Center for Health Care Strategies)

Gretchen Bell (Center for Health Care Strategies)

Nancy Archibald (Center for Health Care Strategies)

Elizabeth Boystak

Katerín Fernández

This technical assistance brief outlines key steps and considerations for states implementing exclusively aligned enrollment using a "Medicare-first" approach (meaning the state matches a dually eligible individual's Medicaid enrollment to their dual eligible special needs plan (D-SNP) enrollment). The brief provides: 1) an overview of the MA enrollment process; (2) a summary of key steps in aligning Medicaid coverage with D-SNP enrollment; 3) key decisions for states interested in using Medicare-first EAE; 4) examples of common enrollment and disenrollment scenarios for states to consider when designing Medicare-first EAE processes; and 5) descriptions of the files through which states can learn about D-SNP enrollments and disenrollments.

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