Publications and Articles
The Medicare and Medicaid Research Project, directed by Jack Hoadley and Laura Summer, conducts research on program financing, policy, design and implementation, as well as health service delivery for current and potential program beneficiaries.
Medicare Part D: Major Studies
- Jack Hoadley, Juliette Cubanski, and Tricia Neuman, It Pays to Shop: Variation in Out-of-Pocket Costs for Medicare Part D Enrollees in 2016, The Henry J. Kaiser Family Foundation, December 2, 2015
- Jack Hoadley, Juliette Cubanski, and Tricia Neuman, “Medicare’s Part D Drug Benefit at 10 Years: Firmly Established But Still Evolving,” Health Affairs 34(10): 1682-1687, October 2015
- Jack Hoadley, Laura Summer, Elizabeth Hargrave, Samuel Stromberg, Juliette Cubanski, and Patricia Neuman, “To Switch or Be Switched: Examining Changes in Drug Plan Enrollment among Medicare Part D Low-Income Subsidy Enrollees” The Henry J. Kaiser Family Foundation, July 2015
- Jack Hoadley, Elizabeth Hargrave, Laura Summer, Juliette Cubanski and Patricia Neuman, “To Switch or Not to Switch: Are Medicare Beneficiaries Switching Drug Plans To Save Money?” The Henry J. Kaiser Family Foundation, October 2013.
- Jack Hoadley, Testimony at a hearing of the Senate Special Committee on Aging, “Assessing Medicare Part D Ten Years After Enactment,” May 22, 2013.
- Jack Hoadley, Katie Merrell, Elizabeth Hargrave, and Laura Summer, “In Medicare Part D Plans, Low or Zero Copays and Other Features to Encourage the Use of Generic Statins Work, Could Save Billions,” Health Affairs, October 2012, vol. 31, no. 10, 2266-2275
- Jack Hoadley, Elizabeth Hargrave, Laura Summer, and Juliette Cubanski, “Understanding The Effects of The Medicare Part D Coverage Gap in 2008 and 2009.” The Henry J. Kaiser Family Foundation, September 2011.
- Jack Hoadley, “Medicare Part D Spending Trends: Understanding Key Drivers and the Role of Competition” Kaiser Family Foundation, May 2012
- Jack Hoadley, panelist, “The Medicare Drug Benefit Five Years Later: Is It Working?” Hudson Institute Workshop, September 15, 2011.
- Jack Hoadley, Elizabeth Hargrave, Juliette Cubanski and Tricia Neuman, “The Medicare Part D Coverage Gap: Costs and Consequences in 2007.” The Henry J. Kaiser Family Foundation, August 2008.
- Jack Hoadley, “Medicare Part D: Simplifying the Program and Improving the Value of Information for Beneficiaries.” The Commonwealth Fund, May 2008.
Medicare Part D and Low-income Beneficiaries
- Laura Summer, Jack Hoadley, and Elizabeth Hargrave, “The Medicare Part D Low-Income Subsidy Program: Experience to Date and Policy Issues for Consideration,” The Henry J. Kaiser Family Foundation, September 2010.”
- Jack Hoadley, Elizabeth, Katie Merrell, and Laura Summer, “Beneficiary-Centered Assignment for Medicare Part D: Testing Alternative Approaches for Ten Beneficiary Portfolios in Five Regions.” Contractor report submitted to MedPAC, January 15, 2009
- Laura Summer, Jack Hoadley, Elizabeth Hargrave, Juliette Cubanski and Tricia Neuman, “Medicare Part D 2009 Data Spotlight: Low-Income Subsidy Plan Availability.” The Henry J. Kaiser Family Foundation, November 2008.
- Jack Hoadley, Elizabeth Hargrave, Katie Merrell and Laura Summer, “Beneficiary-Centered Assignment and Medicare Part D. ” (PDF) Presentation to MedPAC, September 4, 2008.
- Laura Summer, “Seniors at Risk: Improving Medicare for Our Most Vulnerable.” (PDF) Testimony before the Special Committee on Aging, United States Senate, May 22, 2008.
- Laura Summer, Patricia Nemore, and Jeanne Finberg, “Medicare Part D: How do Vulnerable Beneficiaries Fare?” The Commonwealth Fund, May 2008.
- Laura Summer, Ellen O’Brien, Patricia Nemore and Katharine Hsiao, “Medicare Part D: State and Local Efforts to Assist Vulnerable Beneficiaries.” The Commonwealth Fund, May 2008.
- Jack Hoadley, Elizabeth Hargrave, and Juliette Cubanski, “Medicare Part D 2008 Data Spotlight: Low-Income Subsidy.” The Henry J. Kaiser Family Foundation, April 2008.
- Laura Summer, “Medicare Part D: How Are Vulnerable Beneficiaries Faring?” Presentation at the Alliance for Health Care Reform, November 5, 2007.
- Jack Hoadley, Laura Summer, Jennifer Thompson, Elizabeth Hargrave and Katie Merrell, “The Role of Beneficiary-Centered Assignment for Medicare Part D. ” (PDF) Contractor report for MedPAC, June 2007.
- Laura Summer, Patricia Nemore and Jeanne Finberg, “Improving the Medicare Part D Program for the Most Vulnerable Beneficiaries.” The Commonwealth Fund, May 2007.
Lessons from Part D for the Affordable Care Act
- Jack Hoadley, “Risk Corridors and Other Risk Mitigation Measures in the Affordable Care Act: Lessons from Medicare Part D ,” Testimony before the Committee on Energy & Commerce, Subcommittee on Health, U.S. House of Representatives, July 28, 2014. Hearing .
- Jack Hoadley, “A Limited Extension for Insurance Enrollment: Precedents from Part D,” CHIRBlog, March 28, 2014
- Jack Hoadley, “How the “3 Rs” Contributed to the Success of Medicare Part D,” CHIRBlog, January 27, 2014
- Jack Hoadley, “Patience and Flexibility Needed as Those with New Insurance Start Using Health Care Services January 1,” CHIRBlog, December 11, 2013
- Jack Hoadley, “Beware a Rush to Judgment Based on Early Enrollment Numbers,” CHIRBlog, November 12, 2013.
- Jack Hoadley, “Measuring ACA Enrollment: Lessons from Medicare Part D,” CHIRblog, October 9, 2013.
- Jack Hoadley, “How Does ACA’s First Week Compare to Medicare Part D’s?,” CHIRblog, October 6, 2013.
- Jack Hoadley and Sabrina Corlette, “Are the Wheels Coming off the ACA Wagon? History Suggests Not,” The Hill: Congress Blog, July 17, 2013
- Jack Hoadley, Sabrina Corlette, Laura Summer, and Christine Monahan, “Launching the Medicare Part D Program: Lessons for the New Health Insurance Marketplaces.” Robert Wood Johnson Foundation, June 2013.
- Sabrina Corlette, “100 Days to ‘Launch’: What a Formerly Controversial Health Program Can Teach Us,” CHIRblog, June 20, 2013.
Medicare Part D Enrollment and Beneficiary Education
- Jack Hoadley, Discussant Presentation, Paper on “Sinking, Swimming or Learning to Swim in Medicare Part D,” Third Annual Microeconomics Conference, Federal Trade Commission, November 18-19, 2010, Program Agenda.
- Elizabeth Hargrave, Jack Hoadley, Laura Summer, and Ayesha Mahmud, “Findings from Beneficiary and Physician Focus Groups ,” (PDF) Contractor report on 2009 focus groups, submitted to MedPAC, October 2009.
- Elizabeth Hargrave, Bhumika Piya, Jack Hoadley, Laura Summer, and Jennifer Thompson, “ Experiences Obtaining Drugs under Part D: Focus Groups with Beneficiaries, Physicians, and Pharmacists. ” (PDF) Contractor report on 2007 focus groups, submitted to MedPAC, March 2008.
- Marc Berk, Elizabeth Hargrave, Jack Hoadley, Laura Summer, et al., “How Beneficiaries Learned about Medicare Drug Plans and Made Plan Choices,” Contractor report on 2006 survey and focus groups, submitted to MedPAC, August 2007.
- MedPAC, Report to Congress. Increasing the Value of Medicare. Chapter 8, “How beneficiaries learned about the drug benefit and made plan choices.” (PDF) June 2006. Analysis contributing to this chapter was conducted by Jack Hoadley, Laura Summer, Marc Berk, Karen Cheung, Elizabeth Eaton, Dan Gaylin, Elizabeth Hargrave, Sarah Hughes and Alma Kuby.
- MedPAC, Report to Congress. Issues in a Modernized Medicare Program. Chapter 1, “Monitoring the Implementation of Part D.” (PDF) June 2005. Analysis contributing to this chapter was conducted by Jack Hoadley, Elizabeth Hargrave, and Ellen O’Brien.
- MedPAC, Report to the Congress: New Approaches in Medicare.Chapter 1, “Implementing the Medicare drug benefit: Formulary and plan transition issues.” (PDF) June 2004. Analysis contributing to this chapter was conducted by Jack Hoadley, Jennifer Benz, Dan Gaylin, Alana Ketchel, Susan Rogers Mathieu, Adil Moiduddin, and Ellen O’Brien.
Part D Annual Reports: premiums, benefits, formularies
- Jack Hoadley, Juliette Cubanski, and Tricia Neuman, “Medicare Part D: A First Look at Plan Offerings in 2016,” The Henry J. Kaiser Family Foundation, October 2015
- Jack Hoadley, Juliette Cubanski, and Tricia Neuman, Medicare Part D at Ten Years: The 2015 Marketplace and Key Trends, 2006-2015 , The Henry J. Kaiser Family Foundation, October 5, 2015
- Jack Hoadley, Juliette Cubanski, Elizabeth Hargrave and Laura Summer, “Medicare Part D: A First Look at Plan Offerings in 2015.” The Henry J. Kaiser Family Foundation, October 2014.
- Jack Hoadley, Laura Summer, Elizabeth Hargrave, Juliette Cubanski, and Tricia Neuman, “Medicare Part D in Its Ninth Year: The 2014 Marketplace and Key Trends, 2006-2014,” The Henry J. Kaiser Family Foundation, August 2014
- Jack Hoadley, Juliette Cubanski, Elizabeth Hargrave and Laura Summer, “Medicare Part D: A First Look at Plan Offerings in 2014.” The Henry J. Kaiser Family Foundation, October 2013.
- Jack Hoadley, Laura Summer, Elizabeth Hargrave, and Juliette Cubanski, “Medicare Part D Prescription Drug Plans: The Marketplace in 2013 and Key Trends, 2006-2013,” The Henry J. Kaiser Family Foundation, December 2013
- Jack Hoadley, Juliette Cubanski, Elizabeth Hargrave, Laura Summer, and Jennifer Huang, “Medicare Part D: A First Look at Part D Plan Offerings in 2013,” Data Spotlight, November 2012.
- Jack Hoadley, Laura Summer, Elizabeth Hargrave, Juliette Cubanski, and Tricia Neuman, “Analysis of Medicare Prescription Drug Plans in 2012 and Key Trends since 2006,” Issue Brief, The Henry J. Kaiser Family Foundation, September 2012.
- Jack Hoadley, Juliette Cubanski, Elizabeth Hargrave, Laura Summer, and Jennifer Huang, “Medicare Part D Data Spotlight: A First Look at Part D Plan Offerings in 2012.” The Henry J. Kaiser Family Foundation, October 2011.
- Jack Hoadley, Laura Summer, Elizabeth Hargrave, Juliette Cubanski, and Tricia Neuman, “Medicare Part D 2011 Spotlight: The Coverage Gap.” The Henry J. Kaiser Family Foundation, September 2011.
- Jack Hoadley, Laura Summer, Elizabeth Hargrave, Juliette Cubanski, and Tricia Neuman, “Medicare 2011 Part D Data Spotlight: Analysis of Medicare Prescription Drug Plans in 2011 and Key Trends Since 2006.” The Henry J. Kaiser Family Foundation, September 2011.
- Jack Hoadley, Elizabeth Hargrave, Katie Merrell, “Medicare Part D Formularies, 2006-2011: Update to Chartbook.” Contractor report submitted to MedPAC, August 2011.
- Jack Hoadley, Juliette Cubanski, Elizabeth Hargrave, Laura Summer, and Tricia Neuman, “Medicare Part D Spotlight: Part D Plan Availability in 2011 and Key Changes Since 2006.” The Henry J. Kaiser Family Foundation, October 2010.
- Elizabeth Hargrave, Jack Hoadley, Laura Summer, Juliette Cubanski, and Tricia Neuman, “Medicare Part D 2010 Data Spotlight: Coverage of Top Brand-Name and Specialty Drugs.” The Henry J. Kaiser Family Foundation, September 2010.
- Jack Hoadley, Laura Summer, Elizabeth Hargrave, Juliette Cubanski, and Tricia Neuman, “Medicare Prescription Drug Plans in 2010 and Key Changes Over Five Years: Summary of Findings.” The Henry J. Kaiser Family Foundation, September 2010.
- Elizabeth Hargrave, Jack Hoadley, Laura Summer, and Katie Merrell, “Medicare Part D Formularies, 2006-2010: A Chartbook ,” Contractor report submitted to MedPAC, July 2010.
- Juliette Cubanski, Tricia Neuman, Elizabeth Hargrave, Jack Hoadley, and Laura Summer, “Medicare Part D 2010 Data Spotlight: Prices for Brand-Name Drugs in the Coverage Gap.” The Henry J. Kaiser Family Foundation, March 2010.
- MedPAC, Report to the Congress: Medicare Payment Policy. Chapter 5, “Status Report on Part D .” (PDF) March 2010. Analysis contributing to this chapter was conducted by Jack Hoadley, Elizabeth Hargrave, and Katie Merrell.
- Jack Hoadley, Elizabeth Hargrave, and Katie Merrell, “Medicare Part D Benefit Designs and Formularies, 2006-2010.” (PDF) Presentation to MedPAC, January 15, 2010.
- Jack Hoadley, Laura Summer, Elizabeth Hargrave, Juliette Cubanski and Tricia Neuman, “Medicare Part D 2010 Data Spotlight: Benefit Design and Cost Sharing.” The Henry J. Kaiser Family Foundation, December 2009.
- Elizabeth Hargrave, Jack Hoadley, Laura Summer, Juliette Cubanski and Tricia Neuman, “Medicare Part D 2010 Data Spotlight: Premiums.” The Henry J. Kaiser Family Foundation, December 2009.
- Jack Hoadley, Laura Summer, Elizabeth Hargrave, Juliette Cubanski and Tricia Neuman, “Medicare Part D 2010 Data Spotlight: A Comparison of PDPs Offering Basic and Enhanced Benefits.” The Henry J. Kaiser Family Foundation, December 2009.
- Jack Hoadley, Laura Summer, Elizabeth Hargrave, Juliette Cubanski and Tricia Neuman,”Medicare Part D 2010 Data Spotlight: The Coverage Gap.” The Henry J. Kaiser Family Foundation, November 2009.
- Jack Hoadley, Juliette Cubanski, Elizabeth Hargrave, Laura Summer, and Tricia Neuman, “Medicare Part D Spotlight: Part D Plan Availability in 2010 and Key Changes Since 2006.” The Henry J. Kaiser Family Foundation, November 2009.
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Jack Hoadley, Jennifer Thompson, Elizabeth Hargrave, Juliette Cubanski and Tricia Neuman, “Medicare Part D 2009 Data Spotlight: Premiums.” The Henry J. Kaiser Family Foundation, November 2008.
2008
- Jack Hoadley, Jennifer Thompson, Elizabeth Hargrave, Juliette Cubanski and Tricia Neuman,”Medicare Part D 2009 Data Spotlight: The Coverage Gap.” The Henry J. Kaiser Family Foundation, November 2008.
- Jack Hoadley, Elizabeth Hargrave, Juliette Cubanski and Tricia Neuman, “Medicare Prescription Drug Plans in 2008 and Key Changes Since 2006: Summary of Findings.” The Henry J. Kaiser Family Foundation, April 2008.
- Elizabeth Hargrave, Jack Hoadley, Katie Merrell and Juliette Cubanski, “Medicare Part D 2008 Data Spotlight: Ten Most Common Brand-Name Drugs.” The Henry J. Kaiser Family Foundation, April 2008.
- Jack Hoadley, Elizabeth Hargrave, Katie Merrell, Juliette Cubanski and Tricia Neuman, “Medicare Part D 2008 Data Spotlight: Formularies.” The Henry J. Kaiser Family Foundation, January 2008.
- Jack Hoadley, Elizabeth Hargrave, Katie Merrell, Tricia Neuman and Juliette Cubanski, “Medicare Part D 2008 Data Spotlight: Utilization Management.” The Henry J. Kaiser Family Foundation, January 2008.
- Jack Hoadley, Elizabeth Hargrave, and Katie Merrell, “Methodology Appendix to the Medicare Part D 2008 Data Spotlights.” The Henry J. Kaiser Family Foundation, January 2008.
- Elizabeth Hargrave, Jack Hoadley, Katie Merrell, and Juliette Cubanski, “Medicare Part D 2008 Data Spotlight: Specialty Tiers.” The Henry J. Kaiser Family Foundation, December 2007.
- Jack Hoadley, Elizabeth Hargrave, Katie Merrell, Juliette Cubanski and Tricia Neuman, “Medicare Part D 2008 Data Spotlight: Benefit Design.” The Henry J. Kaiser Family Foundation, December 2007.
- Jack Hoadley, Jennifer Thompson, Elizabeth Hargrave, Katie Merrell, Juliette Cubanski and Tricia Neuman, “Medicare Part D 2008 Data Spotlight: The Coverage Gap.” The Henry J. Kaiser Family Foundation, November 2007.
- Jack Hoadley, Jennifer Thompson, Elizabeth Hargrave, Katie Merrell, Juliette Cubanski and Tricia Neuman, “Medicare Part D 2008 Data Spotlight: Premiums.” The Henry J. Kaiser Family Foundation, November 2007.
2007
- MedPAC, Report to the Congress: Medicare Payment Policy. Chapter 4, “Part D, Enrollment, Benefit Offerings and Plan Payments.” (PDF) March 2008. Analysis contributing to this chapter was conducted by Jack Hoadley, Elizabeth Hargrave and Katie Merrell.
- Jack Hoadley, Elizabeth Hargrave and Katie Merrell, “Medicare Part D Formularies, 2006-2007.” (PDF) Presentation to MedPAC, November 8, 2007.
- Jack Hoadley, Elizabeth Hargrave, Katie Merrell, Juliette Cubanski, and Tricia Neuman, “Benefit Design and Formularies of Medicare Drug Plans: A Comparison of 2006 and 2007 Offerings.” The Henry J. Kaiser Family Foundation, November 2006.
2006
- MedPAC, Report to the Congress: Increasing the Value of Medicare. Chapter 7, “Part D plan offerings” (PDF) MedPAC, June 2006. Analysis contributing to this chapter was conducted by Jack Hoadley, Elizabeth Hargrave and Katie Merrell.
- Jack Hoadley, Elizabeth Hargrave, Juliette Cubanski, and Tricia Neuman, “An In-Depth Examination of Formularies and Other Features of Medicare Drug Plans.” The Henry J. Kaiser Family Foundation, April 2006.
- Tricia Neuman, Jack Hoadley, and Juliette Cubanski, “The Cost Of A Cure: Medicare’s Role In Treating Hepatitis C,” Health Affairs blog, June 5, 2014.
- Jack Hoadley, “Assessing A CMS Proposal To Improve Competition Among Medicare Part D Drug Plans” Health Affairs Blog, March 4, 2014.
- Jack Hoadley, panelist, “The Part D Experience: What are the Lessons for Broader Medicare Reform?” Kaiser Family Foundation workshop, June 6, 2012
- Jack Hoadley, “Generic Substitution in Medicare Part D Plans,” presentation at CMS 2012 Medicare Prescription Drug Benefit Symposium, Hunt Valley, MD, March 21, 2012. Program Agenda.
- Jack Hoadley, “Medicare Part D Claims: Promises and Pitfalls,” Getting and Using Medicare Data: What I Wish I Had Known Before I Started My Research, AcademyHealth webinar, September 27, 2011.
- Juliette Cubanski, Jack Hoadley, Elizabeth Hargrave, Laura Summer, Tricia Neuman, “Five-Year Trends in Medicare Part D Program Offerings,” presentation, Medicare Part D: Five Years and Still Evolving, AcademyHealth, Boston, June 29, 2010
- Elizabeth Hargrave, Jack Hoadley, Laura Summer, Katie Merrell, “Medicare Part D Formularies, 2006-2010,” presentation, Medicare Part D: Five Years and Still Evolving, AcademyHealth, Boston, June 29, 2010.
- Elizabeth Hargrave, Jack Hoadley, Laura Summer, and Katie Merrell, “Toward Meaningful Quality and Performance Measures in Part D ,” Contractor report submitted to MedPAC, May 2010.
- Jack Hoadley, Elizabeth Hargrave, and Katie Merrell, “Benefit Designs and Formularies, 2006 – 2010,” 2010 Part D Symposium, Centers for Medicare & Medicaid Services, Baltimore, March 18, 2010.
- Jack Hoadley and Kosali Simon, “Medicare Part D Turns Four: Trends in Plan Design, Enrollment, and the Impact of the Program on Beneficiaries,” in Pharmaceutical Markets and Insurance Worldwide (Avi Dor, ed.), Advances in Health Economics and Health Services Research, Volume 22, Emerald Books, 2010
- Jack Hoadley, “Medicare Part D: Looking Back and Looking Forward.” (PDF) Presentation at the Government Supported Benefits Summit, March 26, 2009.
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Elizabeth Hargrave, Jack Hoadley, and Katie Merrell, “Drugs on Specialty Tiers in Part D,” Contractor report submitted to MedPAC, February 2009
- Jack Hoadley, “Data-Driven Drug Coverage. Harnessing Information for a Better Medicare Prescription Drug Program.” The Center for American Progress, December 2008.
- Elizabeth Hargrave and Jack Hoadley, “Facilitating Access to Part D Data. ” (PDF) Contractor report for MedPAC, March 2008.
- Jack Hoadley, “Medicare’s New Adventure: The Part D Drug Benefit.” (Powerpoint) Presentation at Cornell University, April 27, 2007.
- Jack Hoadley, “Medicare’s New Adventure.” The Commonwealth Fund, March 2006.
- Jack Hoadley, Statement on the Medicare Drug Benefit. (PDF) Testimony before the House Committee on Oversight and Government Reform, January 20, 2006.
- Sarah Goodell, Jack Hoadley, Ellen O’Brien, and Claudia Williams, “State Pharmacy Assistance Programs vs Medicare Prescription Drug Plans: How Do They Contain Rising Costs?” (PDF) Policy Brief, Robert Wood Johnson Foundation, Changes in Health Care Financing and Organization initiative, October 2005.
- Jack Hoadley, Katie Merrell, Elizabeth Hargrave and others, “Issues in the Design and Implementation of Drug Formularies and Therapeutic Classes.” Report submitted to the Office of the Assistant Secretary for Planning and Evaluation, DHHS, by NORC at the University of Chicago and Georgetown University, September 2005.
- Claudia Williams, Sarah Goodell, Jack Hoadley, Ellen O’Brien, and Matt Kanter, “State Pharmacy Assistance Programs at a Crossroads: How Will They Respond to the Medicare Drug Benefit?” (PDF) Policy Brief, Robert Wood Johnson Foundation, Changes in Health Care Financing and Organization initiative, July 2005.
- MedPAC, Report to Congress. Issues in a Modernized Medicare Program. Chapter 1, “Monitoring the Implementation of Part D.” (PDF) June 2005. Analysis contributing to this chapter was conducted by Jack Hoadley and Elizabeth Eaton.
- Jack Hoadley, “The Effects of Formularies and Other Cost Management Tools on Access to Medications: An Analysis of the MMA and the Final Rule.” The Henry J. Kaiser Family Foundation, March 2005.
- Jack Hoadley, “The Effect of Formularies and Other Cost Management Tools on Access to Medications: An Analysis of the MMA and Proposed Regulations.” The Henry J. Kaiser Family Foundation, September 2004.
LOW-INCOME MEDICARE AND DUAL-ELIGIBLE BENEFICIARIES
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Laura Summer and Jack Hoadley, “Early Insights from Commonwealth Coordinated Care: Virginia’s Demonstration to Integrate Care and Align Financing for Dual Eligible Beneficiaries ,” Kaiser Family Foundation, June 2015
Medicare Savings Programs(QMB, SLMB, AND QI)
- MedPAC, Report to the Congress: Medicare Payment Policy. Chapter 5, “Increasing participation in the Medicare Savings Programs and the low-income drug subsidy .” (PDF) March 2008. Analysis contributing to this chapter was conducted by Laura Summer.
- Laura Summer, “Accomplishments and Lessons from the State Solutions Initiative to Increase Enrollment in the Medicare Savings Programs.” (PDF) State Solutions, The Robert Wood Johnson Foundation and the Commonwealth Fund, May 2006.
- Laura Summer, “Administrative Costs Associated with Enrollment and Renewal for the Medicare Savings Programs: A Case Study of Practices in Minnesota.” (PDF) State Solutions, The Robert Wood Johnson Foundation and the Commonwealth Fund, February 2006.
- Laura Summer, “Administrative Costs Associated with Enrollment and Renewal for the Medicare Savings Programs: A Case Study of Practices in New Hampshire.” (PDF) State Solutions, The Robert Wood Johnson Foundation and the Commonwealth Fund, February 2006.
- Laura Summer and Emily Ihara, “Simplifying Enrollment in Medicaid and Medicare Savings Programs for the Elderly and Individuals with Disabilities.” (PDF) The AARP Public Policy Institute, December 2005.
- Laura Summer, “Administrative Costs Associated with Enrollment and Renewal for the Medicare Savings Programs: A Case Study of Practices in Louisiana.” (PDF) State Solutions, The Robert Wood Johnson Foundation and the Commonwealth Fund, 2004.
- Laura Summer and Lee Thompson, “How Asset Tests Block Low-Income Medicare Beneficiaries from Needed Benefits.” The Commonwealth Fund, May 27, 2004.
- Laura Summer and Robert Friedland, “The Role of the Asset Test in Targeting Benefits for Medicare Savings Programs.” The Commonwealth Fund, October 2002.
- Laura Summer, “Increasing Enrollment for the Medicare Savings Programs.” Center for Medicare Education 2(7), 2001.
Part D and Low-income Beneficiaries
- Laura Summer, Jack Hoadley, and Elizabeth Hargrave, “The Medicare Part D Low-Income Subsidy Program: Experience to Date and Policy Issues for Consideration,” The Henry J. Kaiser Family Foundation, September 2010.”
- Jack Hoadley, Elizabeth, Katie Merrell, and Laura Summer, “Beneficiary-Centered Assignment for Medicare Part D: Testing Alternative Approaches for Ten Beneficiary Portfolios in Five Regions.” Contractor report submitted to MedPAC, January 15, 2009
- Laura Summer, Jack Hoadley, Elizabeth Hargrave, Juliette Cubanski and Tricia Neuman, “Medicare Part D 2009 Data Spotlight: Low-Income Subsidy Plan Availability.” The Henry J. Kaiser Family Foundation, November 2008.
- Jack Hoadley, Elizabeth Hargrave, Katie Merrell and Laura Summer, “Beneficiary-Centered Assignment and Medficare Part D. ” (PDF) Presentation to MedPAC, September 4, 2008.
- Laura Summer, “Seniors at Risk: Improving Medicare for Our Most Vulnerable.” (PDF) Testimony before the Special Committee on Aging, United States Senate, May 22, 2008.
- Laura Summer, Patricia Nemore, and Jeanne Finberg, “Medicare Part D: How do Vulnerable Beneficiaries Fare?” The Commonwealth Fund, May 2008.
- Laura Summer, Ellen O’Brien, Patricia Nemore and Katharine Hsiao, “Medicare Part D: State and Local Efforts to Assist Vulnerable Beneficiaries.” The Commonwealth Fund, May 2008.
- Jack Hoadley, Elizabeth Hargrave, and Juliette Cubanski, “Medicare Part D 2008 Data Spotlight: Low-Income Subsidy.” The Henry J. Kaiser Family Foundation, April 2008.
- Laura Summer, “Medicare Part D: How Are Vulnerable Beneficiaries Faring?” Presentation at the Alliance for Health Care Reform, November 5, 2007.
- Jack Hoadley, Laura Summer, Jennifer Thompson, Elizabeth Hargrave and Katie Merrell, “The Role of Beneficiary-Centered Assignment for Medicare Part D.” (PDF) Contractor report for MedPAC, June 2007.
- Laura Summer, Patricia Nemore and Jeanne Finberg, “Improving the Medicare Part D Program for the Most Vulnerable Beneficiaries.” The Commonwealth Fund, May 2007.
PROMOTING ENROLLMENT AND ACCESS IN PUBLIC PROGRAMS
- Laura Summer, “Using Data-Driven Strategies to Enhance Benefits Outreach, Enrollment, and Retention Activities,” National Council on Aging, November 2009.
- Laura Summer, “Retaining Benefits: An Important Aspect of Increasing Enrollment.” National Council on Aging, August 2009.
- Laura Summer, “Express Lane Eligibility: New Strategies for Increasing Enrollment.” National Council on Aging, June 2009.
- Laura Summer, “Increasing Participation in Benefit Programs for Low-Income Seniors.” The Commonwealth Fund, April 2009.
- Elizabeth Hargrave, Jack Hoadley, Sophie Miller, Laura Summer and Jennifer Thompson, “Beneficiaries, Their Physicians, and Supplemental Coverage: Findings from Focus Groups in August and September 2008.”Contractor report on 2008 focus groups, submitted to MedPAC, February 2009.
- Laura Summer, “Getting and Keeping Coverage: States’ Experience with Citizenship Documentation Rules.” (PDF) THe Commonwealth Fund, January 2009.
- Laura Summer and Jennifer Thompson, “Best Practices to Improve Take-Up Rates in Health Insurance Programs.” Prepared for the Office of the Assistant Secretary for Planning and Evaluation (ASPE), U.S. Department of Health and Human Services, August 18, 2008.
- Laura Summer and Cindy Mann, “Instability of Public Health Insurance Coverage for Children and Their Families: Causes, Consequences and Remedies.” (PDF) The Commonwealth Fund, June 2006.
Medicaid Long-Term Services and Supports
- Laura Summer, Launch of Medicaid Managed Long-Term Care in Florida Yields Many Lessons for Consideration, December 2013.
- Laura Summer, Activities to Promote Quality in Florida’s Medicaid Managed Long-Term Care Program, December 2013.
- Laura Summer, webcast, Medicaid Managed Long-Term Care in Florida: The New Program Launch and Lessons for Consideration, December 2013.
- Laura Summer, Medicaid Long-Term Services and Supports: Key Considerations for Successful Transitions from Fee-for-Service to Capitated Managed Care Programs, Kaiser Commission on Medicaid and the Uninsured, April 2013
- Laura Summer, webcast, Medicaid Managed Long-Term Services and Supports: Key Issues and Guiding Principles, Friday Morning Collaborative, April 2012.
- Laura Summer, Proposed Medicaid Long-Term Care Changes in Florida Raise Host of Questions About Impact, January 2012.
- Laura Summer, Examining Medicaid Managed Long-Term Service and Support Programs: Key Issues to Consider, Kaiser Commission on Medicaid and the Uninsured, October 2011
- A Challenge for States: Assuring Timely Access to Optimal Long-Term Services and Supports in the Community
- Laura Summer, “A Challenge for States: Assuring Timely Access to Optimal Long-Term Services and Supports in the Community,” Kaiser Commission on Medicaid and the Uninsured, February 2011.
- Laura Summer, “Helping Consumers Manage Long-Term Services and Supports in the Community”, Kaiser Commission on Medicaid and the Uninsured, February 2011.
- Laura Summer, “Efforts in States to Promote Medicaid Community-Based Services and Supports” The Henry J. Kaiser Family Foundation, September 2009.
- Laura Summer, “Community-based Long-term Services Financed by Medicaid: Managing Resources to Provide Appropriate Medicaid Services.” (PDF) Georgetown University Health Policy Institute, June 2007.
- Laura Summer, “Strategies to Keep Consumers Needing Long-Term Care in the Community and Out of Nursing Facilities.” Kaiser Family Foundation, October 2005.
- Laura Summer and Emily Ihara, “The Medicaid Personal Care Services Benefit, Practices in States that Offer the Optional State Plan Benefit.” AARP Public Policy Institute, August 2005.
- Laura Summer and Emily Ihara, “State-Funded Home and Community-Based Service Programs for Older People.” AARP Public Policy Institute, October 2004.
- Laura Summer, “Choices and consequences: The Availability of Community-based Long-term Care Services to the Low-income Population.” (PDF) Georgetown University Health Policy Institute, May 2003.
- Laura Summer, “State-funded Home and Community Based Service Programs.” (PDF) National Governors’ Association, March 2001.
Medicaid Managed Care, Prescription Drugs
- Laura Summer and Jack Hoadley, “The Role of Medicaid Managed Care in Health Delivery System Innovation,” Report, The Commonwealth Fund, April 2014.
- Jack Hoadley and Joan Alker, “Uncertain Access to Needed Drugs: Florida’s Medicaid Reform Creates Challenges for Patients.” Briefing #3, Jessie Ball duPont Fund, July 2007.
- David Bergman, Jack Hoadley, Neva Kaye, Jeffrey Crowley, and Martha Hostetter, “Using Clinical Evidence to Manage Pharmacy Benefits: Experiences of Six States.” Issue Brief, The Commonwealth Fund, March 2006.
- Jack Hoadley, Jeffrey Crowley, David Bergman, and Neva Kaye, “Understanding Key Features of the Drug Effectiveness Review Project (DERP) and Lessons for State Policy Makers.” (PDF) Issue Brief, National Academy for State Health Policy, March 2006.
- David Bergman, Neva Kaye, Jack Hoadley and Jeffrey Crowley, “State Experience in Creating Effective P&T Committees.” (PDF) Issue Brief, National Academy for State Health Policy, March 2006.
- David Bergman, Neva Kaye, Jack Hoadley and Jeffrey Crowley, “State Design and Use of Prior Authorization Processes.” (PDF) Issue Brief, National Academy for State Health Policy, March 2006.
- David Bergman, Neva Kaye, Jack Hoadley and Jeffrey Crowley, “State Efforts to Manage the Behavioral Health Pharmaceutical Benefit.” (PDF) Issue Brief, National Academy for State Health Policy, March 2006.
Medicaid State Specific Studies
- Assessing Florida’s Medicaid Reform, a series of policy briefs written by Joan Alker, Jack Hoadley, and Laura Summer, 2006-2013.
- Jack Hoadley, “Proposed Medicaid Cost Sharing: Evaluating the Impact,” Connecticut Health Foundation, April 2009
- Jack Hoadley, “Consequences of Eliminating Health Benefits for Lawfully Residing Immigrants,” Connecticut Health Foundation, April 2009
- Jack Hoadley, Peter J. Cunningham, Megan McHugh, “Popular Medicaid Programs do Battle with State Budget Pressures: Perspectives from Twelve States,” Health Affairs, March/April 2004, vol. 23, no. 2, 143-154.
MEDICARE PARTS A AND B AND MEDICARE ADVANTAGE
- Jack Hoadley, “Performance Ratings and Plan Selection by Medicare Beneficiaries,” Journal of the American Medical Association, January 16, 2013, vol. 309, no. 3, 287-288.”
- Elizabeth Hargrave, Laura Summer, Jack Hoadley, Ayesha Mahmud, and Kate Quirk, “Retainer-Based Physicians: Characteristics, Impact, and Policy Considerations ,” Contractor report submitted to MedPAC, March 2010.
- Ellen O’Brien and Jack Hoadley, “Medicare Advantage: Options for Standardizing Benefits and Information to Improve Consumer Choice.” The Commonwealth Fund, April 2008.
- Elizabeth Hargrave, Jack Hoadley and Jennifer Thompson, “Coverage and Pricing of Drugs That Can Be Covered Under Part B and Part D. “(PDF) Contractor Report for MedPAC, October 2007.
- Jack Hoadley, Elizabeth Eaton, Leigh Ann White, Alana Ketchel, Alma Kuby, and Zein Malas, “Access to Chemotherapy Services for Medicare Beneficiaries: Summary of Focus Groups with Beneficiaries.” Contractor report for MedPAC, March 2006.
- Daniel Gaylin, Michael Gluck, Jack Hoadley and Sarah Townsend, “Physician Administered Drugs: Distribution and Payment Issues in the Private Sector.” (PDF) Contractor report for MedPAC, August 2003.
- Isadora Gil, Michael Gluck, Jack Hoadley, Adil Moiduddin, Robert Rubin and Sarah Townsend, ” Drugs in the Development Pipeline: Impact on Part B Medicare Spending.” (PDF) Contractor report for MedPAC, August 2003.
- Jack Hoadley, “Adapting Tools from Other Nations to Slow U.S. Prescription Drug Spending,” National Institute for Health Care Reform, Policy Analysis No. 10, August 2012
- Jack Hoadley, Statement on the VA National Formulary. Testimony before the House Committee on Veterans’ Affairs, September 22, 2009.
- Jack Hoadley, “How Can We Tell If Prescription Drug Prices Are Too High?” Presentation to the Institute of Medicine Roundtable on Evidence-Based Medicine, May 2009.
- Jack Hoadley, “The Prescription Drug Safety Net: Access to Pharmaceuticals for the Uninsured.” (PDF) Background Paper, National Health Policy Forum, May 9, 2007.
- Elizabeth Hargrave, Jack Hoadley, et al., “Understanding Variations in International Drug Prices,” Final Report by NORC at the University of Chicago for Office for Science and Data Policy, DHHS/ASPE, July, 2006
- Claudia Schur, Lan Zhao, Katie Merrell, Elizabeth Hargrave, Jack Hoadley and Chris Hogan, “Continuation of Drug Risk Adjustment: Final Report.” (PDF) Report submitted to the Office of the Assistant Secretary for Planning and Evaluation, DHHS, by NORC at the University of Chicago and Georgetown University, December 2006.
- Elizabeth Hargrave and Jack Hoadley, “Geographic Variation in Prescription Drug Prices and Spending.” (PDF) Report submitted to the Office of the Assistant Secretary for Planning and Evaluation, DHHS, by NORC at the University of Chicago and Georgetown University, October 2005.
- Claudia Schur, Jack Hoadley and others, “Evaluation of Data Bases for Drug Risk Adjustment.” Report submitted to the Medicare Payment Advisory Commission by NORC at the University of Chicago and Georgetown University, March 2005.
- Jack Hoadley, “Cost Containment Strategies for Prescription Drugs: Assessing the Evidence in the Literature.” Henry J. Kaiser Family Foundation, March 2005.
- Jack Hoadley, “The Continuing Need for Independent Research on Prescription Drugs (Grantwatch),” Health Affairs, vol. 23, no. 1 (January/February 2004), pp. 244-249.
- Department of Health and Human Services (Jack Hoadley, team leader), “Prescription Drug Coverage, Spending, Utilization and Prices.” Report to the President, April 2000.
Health Insurance and Delivery System Research
- Sandy Ahn, Jack Hoadley, and Sabrina Corlette, “Six State Experiences with Marketplace Renewals: A Look Back and a Glimpse Forward,” Robert Wood Johnson Foundation, July 2015.
- Jack Hoadley, Sandy Ahn, and Kevin Lucia, “Balance Billing: How Are States Protecting Consumers from Unexpected Charges? ,” Robert Wood Johnson Foundation, June 2015. Infographic .
- Jack Hoadley, “New Georgetown Report on State Approaches to Protecting Consumers from the Unexpected Charges of Balance Billing ,” CHIRBlog, June 15, 2015.
- Sabrina Corlette, Jack Hoadley, and Sandy Ahn, “Marketplace Renewals: State Efforts to Maximize Enrollment into Affordable Health Plan Options,” Robert Wood Johnson Foundation, December 2014.
- Jack Hoadley, participant, Health Equity Forum , WNPR, May 21, 2014
- Jack Hoadley, “Health Inequities in Connecticut and the Vital Role of the Safety Net,” Connecticut Health Foundation, May 2014
- Laura Summer, Choice and Decision-Making in a Health Insurance Exchange: What Does Research and Experience Tell Us? Academy Health, November 2012.
- Laura Summer, Using Health Information Technology to Improve Health and Health Care in Underserved Communities: The Primary Care Information Project, Academy Health, February 2012.
- Laura Summer, The Impact of the Affordable Care Act on the Safety Net, AcademyHealth, April 2011.
- Laura Summer, Research Insights: Integration, Concentration, and Competition in the Provider Marketplace, AcademyHealth, March 2011.
- Jack Hoadley, Kevin Lucia, and Sonya Schwartz, “Unexpected Charges: What States Are Doing about Balance Billing,” California HealthCare Foundation, April 2009.
- Jack Hoadley, Laurie E. Felland, Andrea Staiti, “Federal Aid Strengthens Health Care Safety Net: The Strong Get Stronger,” Issue Brief No. 80, Center for Studying Health System Change, April 2004.
- Jack Hoadley, “How States are Responding to the Challenge of Financing Health Care for Retirees,” Henry J. Kaiser Family Foundation, September 2003.
- Laurie E. Felland, Kyle Kinner, Jack Hoadley, “The Health Care Safety Net: Money Matters but Savvy Leadership Counts,” Issue Brief No. 66, Center for Studying Health System Change, August 2003.
- Andrea Staiti, Aaron Katz, Jack Hoadley, “Has Bioterrorism Preparedness Improved Public Health?” Issue Brief No. 65, Center for Studying Health System Change, July 2003