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Oregon Marketplace assister trainings

Community partner program assister certification annual training

Training Requirements:

There are two parts to the annual training requirements for all assisters:
  1. Oregon Health Plan (OHP) training provided by the team at the Oregon Health Authority. (For more information about OHP training contact community.outreach@dhsoha.state.or.us.)
  1. Marketplace training provided by the Oregon Health Insurance Marketplace that replaces the online Marketplace training  provided each year by the Centers for Medicare and Medicaid Services (CMS); do not take the CMS training if you wish to be certified as an assister in Oregon.

Marketplace training information:

  • Training components must be completed annually. The training year for the Marketplace starts July 1, 2021 and is called “training year 2022 (TY2022)."
  • Current assisters must complete training by October 31, 2021.
  • Assisters who are onboarded after October 31 should complete the training as soon as possible.
  • The trainings will be offered in Spanish as well as English.

The Marketplace component of the training requirement for all health coverage application assisters  is described below by category of CP organization:



Marketplace Overview Training Marketplace Assister Training Marketplace Refresher Training
Marketplace grantee organizationsN/AEvery assister at all locations
Any assister may take Refresher if they have completed the highest level of Marketplace training both of the past two years, including passing the exams
Any OHA outreach and enrollment grantee or volunteer community partner organization*Every assister at all locations, except who take either Assister or RefresherOne assister per organization per site (in lieu of Overview)

Registering for training:

  1. Choose one training that fits your requirements and needs. You can take any training offered that aligns with your schedule, but we recommend taking a training with your Marketplace outreach coordinator.
  2. Click the registration link corresponding to that training.
  3. Create an account using your full name, work email address, and other required information.

The Oregon Community Partner training is also available in Spanish.

Assister training opportunities

This training is intended for assisters that will be helping people who are not eligible for OHP and are potentially eligible for Marketplace coverage. Even organizations that primarily assist with OHP are required to have at least one person per worksite  complete the Marketplace Assister training in its entirety. The Assister training is about 6 hours long including breaks. Certification in Assister Training requires a passing score of 80% or higher on the online exam. If you are planning to take the Marketplace Assister Training, you do not need to also take the Marketplace Overview Training.


Level Date Time Registration
Two-day​ Assister trainingPart 1: Wed., 10/13
Part 2: Thurs. 10/14
9 a.m. to noon each day
https://bit.ly/3fhwLqf

​Assister training (on-demand)​
https://bit.ly/3Bx1iIT​
Overview training opportunities

This training is considered a requirement to assist with health coverage applications for all assisters who do not take either the Marketplace Assister or Refresher Training, even for organizations whose primary focus is OHP enrollment. The Overview Training is about 60 to 90 minutes long and provides basic information about the Marketplace including coverage options for eligible consumers as well as how to connect with agencies that can help do Marketplace enrollments. ​

Overview training​

Tues., 9/149 to 10:30 a.m. https://bit.ly/2Ss7QqU
​Overview Training
​Monday, 9/20
​2:30 to 4 p.m.
​https://bit.ly/3DE76Cj​​
​Overview Training
​Wednesday, 9/29
​​9 to 10:30 a.m.
​https://bit.ly/3DDlGdn
Overview training
Fri., 10/8

9 to 10:30 a.m.​

https://bit.ly/3vd9xqV
​Overview Training

​Wednesday, 10/20
​​Noon to 1:30 p.m.
https://bit.ly/3l1nh4n
​Overview Training
​Monday, 10/25
​1 to 2:30 p.m.
​​https://bit.ly/2V77GHj


Refresher training opportunities

This training is only available to qualified assisters who have taken the highest level of Marketplace training and passed the corresponding exam both of the previous two years. This training will provide information necessary to be certified as an assister, as well as a reminder of key topics and procedures. The Marketplace Refresher Training is approximately 4 hours. Certification in Refresher Training requires a passing score of an online exam and will replace the Overview or Assister training requirements listed above if completed. New this year: the Refresher Training will be available on-demand only, except Spanish training below.

Email invites for Refresher training will be sent to eligible assisters via Mindflash.

  • If you do not receive an invite by August 1, 2021 and feel that you are eligible to take the Refresher training, please email cp.marketplace@oregon.gov.
  • If you receive an invitation to take the Refresher training but would rather take the full Assister training, you are welcome to do so.
Level Date Time Registration
Refresher training in SpanishWed., 8/181 to 4 p.m. https://bit.ly/3vl5Uzb


All Marketplace training must be completed by October 31, 2021 to remain an active application assister

Training Timeline

  • July 2021: Pilot of live two-day Assister training is offered.
  • End of July 2021: Email invites for Refresher training will be sent to eligible assisters via Mindflash.
    • If you do not receive an invite by August 1, 2021 and feel that you are eligible to take the Refresher training, please email cp.marketplace@oregon.gov.
    • If you receive an invitation to take the Refresher training but would rather take the full Assister training, you are welcome to do so.
  • August 2021: Live Assister and Overview trainings offered in both English and Spanish (see schedule below). On-demand Refresher training launches.
  • September – October 2021: Limited live Assister and Overview trainings offered.
  • October 31, 2021: Training for TY2022 due for all assisters.

**If you need an Assister ID and access to the ONE portal to help people apply for the Oregon Health Plan, please contact community.outreach@dhsoha.state.or.us.

If you experience any technical issues or have additional questions about the Marketplace training, please email CP.Marketplace@oregon.gov.


Marketplace Training FAQs

At least one assister per location where your organization offers assistance must complete the full Assister Training, and every other assister must take the Overview Training, at a minimum. This is true even if you do not help clients complete Marketplace applications.​

​No, you do not need to register for or take both trainings. The content in the Overview Training is included in the Assister Training at more depth. You can take the Assister Training after completing the Overview Training if you want to have a higher level of Marketplace expertise.​

​Yes! If you took the Marketplace training in July 2021​​ or before, you are required to take the new training for TY2022. This is an annual training, and training is due on Oct. 31, 2021, to remain an active application assister. In addition, our training curriculum has been slightly modified from last year, so you will see new information in this year's training.

Refresher Training is available to assisters who have completed the top tier of Marketplace training and passed the corresponding exam in both of the past two years. If you are wondering if you have met this requirement, email us at cp.marketplace@oregon.gov. ​

​We understand that many assisters do not directly help people with Marketplace applications. The Overview Training is designed to help assisters understand Marketplace eligibility and to make qualified referrals when people do not qualify for the Oregon Health Plan. We know that assisters want to avoid saying “no." Marketplace training will give you a “yes" if people don't qualify for OHP.​

​Organizations that can reasonably expect they will not encounter any consumers who are not eligible for the Oregon Health Plan (OHP) may apply for an exemption to the Marketplace Assister Training requirement, which will be reviewed and determined by the Oregon Health Insurance Marketplace and the Oregon Health Authority (OHA). Organizations granted an exemption will still need to ensure that all assisters (even those focused on OHP) complete Marketplace Overview training. Email cp.marketplace@oregon.gov​ for more information.

​If you need an assister ID and access to the ONE portal to help people apply for the Oregon Health Plan, please contact community.outreach@dhsoha.state.or.us.​

​To remain an active application assister, you must complete all training requirements, including any corresponding exam. If you are concerned about this deadline, email cp.marketplace@oregon.gov.​

All new assisters will have the opportunity to take the Marketplace training within 30 days of hire. Future training schedules will be posted to this page and on the Marketplace Groupsite (ohim.groupsite.com​).​


Supplemental Webinars

The Marketplace is offering new live webinar trainings to refresh or enhance your working knowledge of various topics. These optional trainings take a deeper dive into topics covered at a higher level in in Overview and Assister training levels. Assisters with any amount of experience are encouraged to participate. 

On demand trainings

To register for on on demand training click the link below and log in to Mindflash using the information you used to set up your account for the annual Marketplace training. 

Medicare Overview

    • Presented by the Oregon Senior Health Insurance Benefits Assistance (SHIBA) program

American Rescue Plan and the Marketplace

    • An updated overview of the ARP and how it impacts health coverage through the Marketplace, including additional savings for unemployment benefit recipients - as of July 7, 2021.

American Rescue Plan and the Marketplace

    • An overview of the ARP and how it impacts health coverage - as of March 30, 2021.
Please email questions and topic ideas to CP.Marketplace@oregon.gov.

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