The annual Medicaid Long Term Services and Supports expenditure report for FFY 2014 is now available. The report includes Medicaid expenditures for all LTSS, including institutional and non-institutional settings, by service category and state. The data comes primarily from CMS-64 reports.

Kaiser Family Foundation published a report on Medicaid and long-term services and supports (December 2015).

Tipping the Balance: The Balancing Incentive Program and State Efforts to Re-balance Their Long-Term Services and Supports, produced by Mathematica Policy Research, examines the progress Balancing Incentive Program states have made in increasing the share of their LTSS dollars spent on community-based services one year before the program end date.

This report, created in February of 2016, summarizes the findings of the July 2015 state interviews related to expected impact of the Program, challenges encountered, and recommendations for CMS. 

Summary of States’ Core Standardized Assessment (CSA) Instruments for LTSS populations. 

Last updated October 13, 2015. 

ASPE's Report, Descriptive Overview and Summary of Balancing Incentive Program Participating States at Baselineoffers the baseline status of the 21 Balancing Incentives Program participating states. It is the first deliverable in an evaluation that focuses primarily on the actions states took to attain the required program goals and the challenges they faced.

Sponsored by the Robert Wood Johnson Foundation, Health Affairs developed a health policy brief on rebalancing Medicaid long-term services and supports (September 2015).

This prezi highlights one key Balancing Incentive Program activity per state. Just zoom in on your state of interest.  

This report, created in August of 2015, summarizes state activities related to the three structural changes and describes how states are using Program funds to support community LTSS populations. 

Balancing Incentive Program states were asked to complete a survey on meeting the balancing benchmarks. Here is a summary of the survey results. 

Examples of state strategies used by states to sustaining Program-funded activities and sustain re-balancing efforts with a focus on: enhanced services, structural changes, and No Wrong Door (NWD) activities. 

Percent of total LTSS spent on community LTSS by state during period of Program participation.

Summary of States’ tools to collect service, quality, and outcome data  

Summary of States’ uses of enhanced FMAP for activities such as supporting the NWD system, developing and implementing CSA components, promoting CFCM, and expanding LTSS. 

Examples of how BIP states are facilitating enrollment into community LTSS for the mental health population. 

Summary of state strategies for mitigating conflict within their case management system  

Summary of States’ NWD system description, including: entry points, Level I screen, Level II assessment, financial eligibility, and coordination/automation.