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implementing medicaid work requirements

strategies, tools, and templates for protecting coverage and reducing administrative burden

Starting January 1, 2027, new federal work requirements will take effect. The way states implement these requirements will shape whether eligible people keep their Medicaid coverage and how much added complexity teams must manage.

These recommendations will help states implement these requirements in ways that reduce unnecessary barriers, support the teams preparing for implementation, and help eligible people keep their coverage.

The strategies, tools, and templates below are organized into two research-backed and policy-informed recommendations: prepare community-based organizations and reduce administrative burden for residents. 

Three women sit at a desk in an office, reviewing paperwork together. One woman in a beige vest points to a document while the others take notes. Computer monitors and office supplies are visible in the background.

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How to use the digital interactive guide

  • “A screener that’s not a screener.”

    The DIG was created in partnership with community-based organizations in Michigan and designed to help navigators guide residents through new Medicaid work requirements.

    Explore an example version to see how the tool works, explains policy, and guides navigators to provide personalized guidance for their clients.

  • The digital interactive guide generator allows state communications and implementation teams to customize a web-based DIG for community partners in their state in a few easy steps. 

    Customize your state’s DIG using our generator. The generator will guide you through adding state-specific information and adjusting relevant policy choices.

    Customization takes about 10 minutes, then you can export a document for your team to review and a lightweight html file to host on your state’s website. 

  • The DIG is an HTML tool that can be hosted on any website. It's a single file with no login or backend — meaning no data is collected or stored, and there's no server dependency.

    The DIG is available under an MIT open source license.

    If you have questions about preparing your community partners to use the DIG, reach out to us at hello@civilla.org.

I've given up everything to take care of this child, but I can barely take care of myself. If I lost my healthcare coverage, I couldn't go to my counselor and I Don't know what I would do.

— KeishaMichigan resident and full-time caregiver interviewed during Civilla's research

a closer look at resident materials with updated cms guidance

Two Medicaid paperwork forms with checkboxes and fill-in sections are laid out on a wooden surface. A black pen is placed diagonally across the left form. The forms request household and work details.
  • This three-page insert was designed to fit with existing state paper applications, built around the CMS single streamlined application many states already use. The core language and structure of our insert can also be adapted for integrated applications.

    The insert is organized into two sections: exemptions and non-applicable groups, and work activity reporting. First residents assess whether they need to report work activities at all, then the template collects hours and the type of work for applicable household members.

    These templates were user-tested across over a dozen rounds to ensure residents can complete them accurately and confidently.

    What's included in the zip file:

    1. The paper application insert PDFs and InDesign files
    2. A policy and question guide mapping each question to its applicable policy group
    3. A Word document with the plain-language text of every question

    Every state's application looks a little different, so plan to adjust terminology, colors, and page or step numbers to match your format. If you have questions about adapting the insert for your state, reach out to us.

  • This online template incorporates work requirement questions into existing application flows, using conditional logic to automatically skip questions for residents who don't need to see them. 

    The template includes integrated exemption questions and functionality for work reporting. Exemption questions are added wherever they make logical sense within your state's existing application structure. Work reporting only appears for expansion plan household members who don't qualify for an exemption and haven't already met requirements through income or student status.

    What's included in the zip file:

    1. The online application template in Figma
    2. A policy and question guide mapping each question to the applicable policy group
    3. A Word document with the plain-language text of every question

    Every state's online application flow is different, so plan to identify where these questions fit best within your current structure. If you have questions about adapting the template for your state, reach out to us.

  • This plain-language website gives residents and community partners a single source of truth on new Medicaid work requirements — who they apply to, how to check for exemptions, and how to meet them through work, school, or volunteering. It was designed and tested with residents and community partners to make dense policy easy to understand and act on.

    The site walks through:

    • Who work requirements apply to, including how to check expansion population status and common exemptions.
    • How to meet the requirement, covering the three qualifying paths — income, student status, or 80 hours of work activities.
    • How to report and what to expect, including what happens at application, renewal, and if a deadline is missed.

    What's included in the zip file:

    • A Word document with the plain-language website content, for states that want to build their own digital experience
    • Highlighted sections marking state-specific policy choices and content that needs to be updated (such as agency names, program names, and URLs)
    • A visual example of the site as it was designed for Michigan

    Every state's policies and terminology are different, so plan to update the highlighted sections to reflect your state's specific choices. If you have questions about adapting the website for your state, reach out to us.

help us improve these tools

Feedback is a gift. Email hello@civilla.org to share your experience using our tools in your state. 

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connect with us

Email hello@civilla.org to get in touch with our H.R. 1 team and learn more about our recommendations and the research that informed them.

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