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What California Can Learn About Medicaid Case Management

With a major system overhaul on the horizon and H.R. 1 raising the stakes, one state already has the answers.

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State Medicaid agencies, including California, are facing a huge shift in workload for case management and eligibility requirements. Under H.R. 1, passed in July 2025, most states must now verify Medicaid eligibility every six months instead of annually and begin documenting work requirements by the end of 2026. That means double the caseworker touchpoints for agencies already stretched too thin. Missouri was already ahead of the curve. The state invested in a modern case management solution that gives caseworkers the ability to conduct eligibility checks in the field, including offline or in a client's home, reducing the administrative burden that these new federal requirements are about to make a whole lot heavier for everyone else. It greatly impacted accessibility and increased efficiency for their intake team by a staggering 30%.


Missouri’s Division of Senior and Disability Services supports older adults and individuals with disabilities across the state, helping them remain active, safe, and independent in their homes and communities.

With 68,000 active participants and more than 75,000 assessments completed each year across four Medicaid waiver types, the program plays a vital role statewide. As the number of individuals served continued to grow and new federal Medicaid requirements emerged, the Missouri DSDS team recognized that their existing technology systems would no longer be sufficient.

Caseworkers were routinely switching between five separate systems to complete their daily responsibilities. These included a case management platform, a work order system, a provider database, a mobile assessment tool, and an intake portal—none of which communicated with each other. This created siloed information and increased the likelihood of data entry issues. Any information that needed to move between systems had to be transferred manually, while forms and documentation had to be located in policy manuals and completed by hand. Staff expressed that this workflow resulted in significant administrative burden, limiting the time they could dedicate to supporting participants. At the same time, the DSDS technology infrastructure had become outdated and difficult to adapt. With new federal requirements, including CMS LTSS reporting mandates, and a growing population to serve, Missouri recognized it was time for a modernized approach.

Solution: VIP + Tyler Tech

The team at Missouri DSDS chose to partner with VIP and Tyler Technologies to consolidate five disparate systems with one single platform. Built on the Tyler Application Platform, the “Fusion” case management system was configured to specifically meet the needs of Missouri’s operations & workflows.

A key factor in the project’s success was VIP’s collaborative approach with the State of Missouri. Working side by side with the DSDS team, VIP used an Agile Scrum framework to deliver work in four‑week sprint cycles. After each sprint, the state reviewed the completed components, tested them within real workflows, and offered feedback before development continued.

Together, the teams developed a platform that manages the full lifecycle of a participant’s case through a single login. At its foundation are seven fully integrated workflows, including the complex assessment workflow that requires an in‑home visit. When a participant is referred for services, an assessor visits the home to complete a clinical evaluation using the InterRAI HC v10 tool on a mobile device. The assessment can be performed offline and automatically syncs once a connection is available. After submission, the system processes the evaluation through a scoring algorithm that determines the appropriate level of care, identifies qualified providers, and advances the case through subsequent stages. Throughout the entire process, assessors, supervisors, and administrators have complete visibility into the case.

Missouri citizens are empowered to search for providers, submit service requests, and request changes to existing services through a public-facing portal—all without undue administration efforts required by the DSDS team. Nineteen integrated dashboards and daily data extracts give leadership visibility into key program metrics—intelligence that enables faster decision making and mitigates risk.

Results

The impact was immediate and measurable. Missouri DSDS’s Intake and Referral team reported a 30% increase in productivity compared to their legacy systems, with team members processing 30% more work actions per hour, every hour, against historical metrics. This matters beyond a number on a page. Intake and Referral serves as the front door for individuals seeking to apply for and request changes to their existing services. Bottlenecks there create downstream delays for people waiting on critical in-home care. Clearing that bottleneck means participants get connected to services faster.

Beyond productivity, the results touched every part of how the division operates:
  • Staff efficiency: Caseworkers across the division reported the system is easy to use and has significantly reduced the administrative burden that once dominated their days.
  • Staff morale and retention: With less time spent on paperwork and system navigation, staff report feeling more successful in their roles and more motivated to stay.
  • Better participant outcomes: Time saved from administrative overhead is now spent on care planning and direct participant support, the work the job was always meant to be.
  • CMS compliance: Integrated reporting and dashboards give leadership real-time visibility into key metrics and other federal reporting requirements.
  • Future-ready infrastructure: The agency is already planning a secondary phase to bring additional programs onto the platform, and is now positioned to take advantage of emerging technologies, including AI, that simply weren’t possible before.
Highlights:
  • 68,000+ active participants served
  • 75,000+ annual assessments
  • 30% increase in productivity reported by the Intake & Referral team
  • Four 1915(c) Medicaid waivers supported
  • 5 siloed legacy systems consolidated into a single platform
VIP helps its customers strengthen mission outcomes by combining deep industry specialization, agility to adapt as needed, and an unwavering commitment to customer satisfaction. VIP empowers customers to modernize systems and experiences with leading technology solutions through our systematic and repeatable system integration and time-tested delivery methodology. VIP addresses the complexity of digital transformation nationwide for customers such as California Department of Consumer Affairs, Virginia Department of Medical Assistance Services, Oregon Department of State Lands, Nevada Department of Public Safety, and Fairfax County. Since 1996, VIP has worked with over 1,200 public sector and commercial customers.