Oregon Health Insurance Marketplace certification training for assisters

Community partner program annual certification training for all assisters

Training Requirements:

There are two parts to the required annual training for all assisters:

Oregon Health Plan (OHP) training provided by the Community Partner Outreach Program (CPOP) team at the Oregon Health Authority. (For more information about OHP training contact your CPOP Regional Outreach Coordinator (ROC) or email CP.Business@odhsoha.oregon.gov.)

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:

Marketplace certification training is intended to provide assisters with Marketplace information, so assisters feel empowered to help individuals they encounter that are not eligible for OHP and potentially eligible for the Marketplace feel confident making a qualified referral or assisting with a Marketplace application. Even organizations that primarily assist with OHP are required to have all assisters complete the Marketplace certification training in its entirety. The Marketplace certification training is approximately 6 hours long including breaks. Certification in Marketplace Training requires a passing score of 80% or higher on the online exam.

Marketplace training must be completed annually. The training year for the Marketplace starts July 1, 2023 and is called “training year 2024 (TY2024)."
Current assisters must complete Marketplace training by October 31, 2023.
Assisters who are onboarded after October 31 should complete the training as soon as possible, preferrably within 60 days of assister certification.
The trainings will be offered in Spanish as well as English.

Registering for training:

You can take any scheduled Marketplace training offered that aligns with your schedule, but we recommend taking a training with your Marketplace outreach coordinator.

Click here or see below to register for Marketplace training

Click the registration link corresponding to that training.
You will receive an email after registering for training within 3 days confirming your registration. Please check your spam and junk folers for this email. The email will contain important information about the event you registred for. If you need assistance registering for a training, please email CP.Marketplace@odhsoha.oregon.gov.

All Marketplace training must be completed by October 31, 2023 to remain an active application assister.

Annual training Timeline

July 1: Annual training year begins. Only in-person training will be offered from July to September. We highly encourage assisters to attend in-person training with their Marketplace Outreach and Education Coordinator if they are able.
September - October: On-demand training and virtual trainings will be available. In-person training can be scheduled if requested. All assisters must complete training during this time, even if they completed initial training between Nov. 2022 and April 2023.
October 31: Requied annual Marketplace training due for all assisters.
November - June: On-demand training available. Limited live trainings available.

**If you need an Assister ID and access to the ONE portal to help people apply for the Oregon Health Plan, please contact CP.Business@odhsoha.oregon.gov.

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

Marketplace Training FAQs

I just took the Marketplace training, do I need to do it again?

Yes! If you took the Marketplace training in April 2023 or before, you are required to take the new training for TY2024. This is an annual training, and training is due on Oct. 31, 2023, 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.

Why should I take the Marketplace training if I don’t help OHP eligible clients?

We understand that many assisters do not directly help people with Marketplace applications. Marketplace training is a CMS requirement for all assisters and helps assisters to understand Marketplace eligibility so they can make qualified referalls when someone does not qualify for OHP, or help the client with the Marketplace process while the client is with them needing assistance.

What if I don’t encounter clients who are not eligible for the Oregon Health Plan?

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 certification Training requirement, which will be reviewed and determined by the Oregon Health Insurance Marketplace and the Community Partner Outreach Program (CPOP). Organizations granted an exemption will still need to ensure that all assisters (even those focused on OHP) complete Marketplace Overview training. Marketplace Overview training will only be available for organizations who apply for and are approved for an exemption. Email cp.marketplace@odhsoha.oregon.gov for more information.

I do not have an assister ID, can I get one?

If you need an assister ID and access to the ONE portal to help people apply for the Oregon Health Plan, please contact CP.Marketplace@odhsoha.oregon.gov.

What if I miss the deadline for Marketplace training (Oct. 30, 2022)?

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@odhsoha.oregon.gov.

What if we hire a new assister after Oct. 30?

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).

Additional trainings and webinars for assisters

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 than in our certification training.

On-demand trainings

To register for on on demand training click the link below and log in to Trakstar using the information you used to set up your account for the annual Marketplace training. View the Supplemental Training catalog to find a training and register.

Marketplace Transition Webinar

An overview of how the Marketplace is helping people transition from OHP to private health coverage during the COVID-19 Public Health Emergency (PHE) unwinding period.

English: June 8, 2023 from 10-11 a.m. Register at orhim.info/MTEnglish06.
Spanish: June 15, 2023 from 10-11 a.m. Register at orhim.info/MTSpanish06.