Community partner program assister certification annual training
General training requirements
There are two parts to the annual training requirements for all assisters:
- Oregon Health Plan (OHP) training provided by the Oregon Health Authority (For more information about OHP training contact
- Marketplace training provided by the Oregon Health Insurance Marketplace (see training requirements below). These trainings will be offered in English and Spanish.
Training components must be completed annually. The training year for the Marketplace starts Aug. 1, 2020 and ends June 30, 2021, and is called “training year 2021 (TY2021)."
The Marketplace component of the training requirement for
all health coverage application assisters in Oregon
must be completed by Oct. 31 of each year. The training is described below by category of organization:
Marketplace Overview Training||
Marketplace Assister Training||
Marketplace Refresher Training|
Marketplace grantee organizations||N/A||Every 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 Refresher||One assister per organization per site (in lieu of Overview)|
Registering for training:
- 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.
- Click the registration link corresponding to that training.
- Create an account using your full name, work email address, and other required information.
Assister training opportunities
This training is intended for assisters that will be helping individuals, families, or both who are potentially eligible for Marketplace coverage. Even organizations that primarily assist with OHP are required to have at least one person per worksite that completes the Marketplace Assister Training. This is a comprehensive training that includes all of the information from the Marketplace Overview Training. It includes both online on-demand modules and a live webinar. All modules must be completed for certification. Certification in Marketplace Assister Training also requires a passing score of the corresponding online certification exam. If you are planning to take the Marketplace Assister Training, you do not need to also take the Marketplace Overview Training.
Overview training opportunities
This training is considered a requirement to assist with health coverage applications for all assisters, even for organizations whose primary focus is OHP enrollment. The Marketplace Overview Training provides basic information about the Marketplace, including what's offered to eligible consumers, as well as how to connect with agencies that can help do a Marketplace enrollment.
Marketplace Refresher Training – This is new training offering this year, and available only to qualified assisters who have taken the top 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 the key topics and procedures. The Marketplace Refresher Training is offered hybrid, with an online on-demand module, a live webinar, and an online exam. Certification in Marketplace Refresher Training requires a passing score of the corresponding online certification exam and will replace the Overview or Assister training requirements listed above, if completed. Refresher training is available only to assisters who qualify. If you haven't received an invitation and you believe you qualify, email email@example.com.
If you experience any technical issues or have questions about the Marketplace training, please email firstname.lastname@example.org.
Marketplace Training FAQs
What Marketplace training should I take?
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.
Should I register for both Overview and Assister trainings?
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.
I just took the Marketplace training, do I need to do it again?
Yes! If you took the Marketplace training in July 2020 or before, you are required to take the new training for TY2021. This is an annual training, and training is due on Oct. 31, 2020, 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.
Can I take the Refresher 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 email@example.com.
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. 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.
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 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 Rob Smith at firstname.lastname@example.org for more information.
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. Trainings will start again in 2020.