The case study series, Challenges Faced by Dual Eligibles, is designed to help policymakers, advocates, beneficiaries, and their families better understand the challenges faced by people with Medicare. Each case study tells the story of a client who called the Medicare Rights Center’s National Helpline seeking assistance. The cases highlight common obstacles and suggest possible solutions.

This case study explores common issues with Medicaid recertification and Medicaid transition. Medicaid is a federal and state program that provides health coverage for people with limited income and assets. Each state runs different Medicaid-funded programs for different groups of people, including older adults, people with disabilities, and children. Under federal law, individuals enrolled in Medicaid must recertify their eligibility once every 12 months.