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Oregon Marketplace assister trainings

Training requirements:

The Oregon Health Insurance Marketplace has a new training program for assisters. The schedule is below. The new Marketplace training was produced in-state, and will have both in-person and webinar-based components. The new training program replaces the online Marketplace  training  produced by the Centers for Medicare and Medicaid Services; do not take the CMS training.

The new training has to two tiers. Read the descriptions below to determine which Marketplace training you need to take, along with information on Oregon Health Plan training requirements. Scheduled trainings are below. Tier One schedule | Tier Two schedule

Marketplace Grantee Community Partner organizations:

  • Every staff member in a PY2019 Marketplace grantee organization who plans to conduct outreach or provide enrollment assistance to consumers enrolling in Qualified Health Plans (QHPs) through is required to take Tier Two training and OHP training.

DHS Outreach and Enrollment Grantee / SB 558 Grantee / Volunteer Community Partner organizations:

  • OHP Training: All organizations who will provide application assistance are required to complete the OHP training.
  • Tier One Marketplace training: In organizations where employees will provide health coverage application assistance to consumers, whether the organization is a DHS grantee or volunteer, every employee who will provide application assistance is required to complete Tier One Marketplace training.* This training provides general information about the Marketplace, including details on types of assistance available to consumers. Tier one webinar will be approximately 90 minutes.
  • Tier Two Marketplace training: Organizations that may encounter individuals or families who will need assistance completing a application for QHPs are expected to have at least one staff member attend Tier Two training. Tier Two training provides more detailed information about the Marketplace, including instructions on how to assist a consumer in applying for coverage. More than one staff member may be required to take Tier Two training if consumer demand for QHP assistance calls for it.

Only Tier Two trained staff at any organization may assist consumers with QHP applications. This includes assisting households where some members may qualify for OHP, but others need to apply for a QHP.

*Organizations that can reasonably expect they will not encounter any consumers who need assistance with a QHP application may apply to the Marketplace and DHS for an exception to these training requirements.

Webinar training schedule (Tier One only):


Time Registration Link
Wednesday, January 16 9a-10:30a
Wednesday, February 20 9a-10:30a
Wednesday, March 20 9a-10:30a
Wednesday, April 17 9a-10:30a

In-person training schedule: 

In-person trainings in Clackamas and Multnomah counties are for Tier Two participants only, and include Tier One. 
Trainings in all other counties offer Tier One and Tier Two trainings in person (make selection during registration).




Registration Link

None scheduled at this time

Webinar training schedule (Tier Two only):

Note: webinar "seating" is limited. Please register only if there is not an in-person training offered in your area.



Registration Link

Wednesday, January 9 9a-2p
Wednesday, March 13 9a-2p
Wednesday, May 8 9a-2p

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