Weekly Roundup -
June 24, 2026
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What Medicaid Policy Changes Should Healthcare Leaders Be PayingAttention toRight Now?
READ SPOTLIGHTThe Coverage Gap Grows: ACA Changes Reverberate Across Healthcare
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Medicaid Managed Care Enrollment Declines in Q1 2026: ϲ Analysis of State Trends and Market Share
ϲ (ϲ) analyzed monthly Medicaid managed careenrollmentdata from 34 states to assess enrollment trends as of March 2026. The findings show that Medicaid managed care enrollment continued to decline as states navigate new eligibility policies and preparations for new Medicaid community engagement requirements under the 2025 budget reconciliation act, P.L. 119-21, now known as the Working Families Tax Cut (WFTC) Act. These trends serve as an early indicator of how policy and programmatic changes may affect Medicaid enrollment levels in the years ahead.
Drawing on monthly enrollment data from the 34 states, ϲ found that Medicaid managed care enrollment fell to 60.4 million members in March 2026—a decline of 3.1 million members from March 2025, or 4.8 percent year over year. As states prepare to address this issue, this enrollment snapshot provides important insights into how administrative and policy changes may shape Medicaid participation in the years ahead.
Medicaid Managed Care Enrollment Trends in Q12026
ϲ Information Services (ϲIS) maintains a database of monthly Medicaid enrollment from all 50 states and Puerto Rico. The most recent ϲ analysis showed that enrollment declines were widespread across the 34 states studied (Figure 1). Key findings include:
- Enrollment changes varied considerably across states, reflecting a combination of state-specific demographic, administrative, operational, and policy factors.
- Of the 34 states,only four—Colorado, Mississippi, Nevada, and South Carolina—showed modest gains in Medicaid managed care enrollment from March 2025.
- Several states experienced particularly significant declines. Arizona, Indiana, Kansas, and Louisianaeach reported data reflecting , ranging from
- Among theexpansion states in the analysis,enrollmentdeclinedby2.5million (5 percent) to48.4million.Theeight non-expansion statesincluded in this analysis experiencedadecline of 547,000 (4.4 percent),bringingenrollment to12million enrollees.
Figure 1. ϲ Analysis of Medicaid Managed Care Enrollment in 34 States, March 2026

Note: States colored as blue shown on the map above are included in the ϲ Enrollment Analysis.
National Medicaid Managed Care Market Share
ϲIS’s resource contains information on approximately 300 Medicaid managed care plans across 41 states and tracks corporate ownership, program participation, and tax status among participating plans.
As of March 2026, Centene held the largest share of the national Medicaid managed care market at 17.9 percent. Elevance followed with 10.6 percent, while United and Molina accounted for 8.4 percent and 6.0 percent, respectively (see Figure 2). These four organizations represented 42.9 percent of enrollment among the plans analyzed, underscoring continued concentration among large, national Medicaid managed care organizations, even as overall enrollment declines.
Figure 2. National Medicaid Managed Care Enrollment Share by Parent Organization, March 2026

How Medicaid Work Requirements and Eligibility Policies Could Affect Enrollment in 2027
The enrollment trendsobservedat the end of the first quarter(Q1) of2026come on the cusp of significant policy change. On June 1, 2026, the Centers for Medicare & Medicaid Services (CMS) released an interim final rule establishing a national framework for implementing Medicaid community engagement requirements under P.L. 119-21. The rule outlines federal parameters for eligibility exemptions and state implementation responsibilities.
States must now translate these federal requirements into operational eligibility policies, technology systems, administrative procedures, and beneficiary communications. As implementation moves forward, enrollment trends will provide important insights into how policy changes and state implementation affect enrollment levels and continuity of coverage across Medicaid programs.
Several states are advancing implementation of the new eligibility policies. Nebraska launched Medicaid work/community engagement requirements on May 1,2026. Montana plans to begin implementation on July 1, 2026, while Arkansas intends to begin a soft launch of the new requirements in July 2026 before enforcement begins in January 2027.
Declines in enrollment are often an early indicator of broader impacts across the healthcare system, including uncompensated care levels, shifts in payer mix, and increased financial pressure onsafety‑netsystems. For managed care organizations, even modest enrollment changes can mask shifts in risk profiles, geographic concentration, or service needs.
Data Considerations. The data in this analysis have some important limitations. States report enrollment figures at different points throughout the month, withsome datareflectingbeginning of the month totalsandothers capturingend of monthenrollment.In addition,somestate datasets encompass all Medicaid programs offering managed care plans, whereas others reflect only a subset of the managed Medicaid population. As a result, the findings should be viewed as indicative of broader trends rather than a comprehensive state-by-state comparison.
The ϲIS enrollment reports and analyses, available through subscription, usedata fromnearly 300health plans in 41 states. The report provides by-plan enrollment plus corporate ownership, program inclusion, and for-profit versus not-for-profit status, with breakout tabs for publicly traded plans.ϲIS’sMedicaidenrollment data, financials,procurementtracking, and a robust library of public documents equips stakeholders withtimely, actionable intelligence. Subscribe here.
Connect with Us
ϲ knows the Medicaid managed care landscapeand how it is evolving. Medicaid changes under the WFTCA are affecting eligibility, financing, waivers, managed care oversight, provider reimbursement, and program integrity. ϲ helps organizations assess impact, plan next steps, and move from policy analysis to implementation with confidence. Contact us to prepare your organization.
Health Economist Jack Meyer Releases Memoir
Nationally recognized health economist Jack Meyer, Ph.D., who was a long-time colleague at ϲ, recently published a memoir chronicling the highlights of his professional career.
“Better Health, More Jobs, Less Poverty: Smart Investments in Vulnerable People” explores the overarching themes that shaped Jack’s career and includes signature outcomes. Throughout a career spanning federal government service, think tank research, non-profit leadership, consulting and teaching, Jack’s focus remained on “turning rigorous analysis into workable policy and implementation.” His memoir is a reflection of the decades he devoted to improving government programs. He shares insights, lessons learned and thoughts on the path forward.
Jack launched ϲ’s Washington, D.C., office in 2005 after 20 years of leading the Economic and Social Research Institute (ESRI), a nonprofit research and policy analysis organization.
To download the memoir, click.
Federal Policy News
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HHS Launches Broad Effort to Accelerate and Strengthen U.S. Clinical Research
On June 22, the US Department of Health and Human Services (HHS) a department-wide initiative focused on “strengthening American leadership in clinical research” and addressing the increase in early-stage clinical research that is conducted abroad. In the announcement, HHS highlighted efforts across several agencies, including:
- An FDA(RFI) on a proposed “Expedited Investigational New Drug Pilot Program,” which would establish a network of qualified research institutions (QRIs), to include academic medical centers, contract research organizations, regulatory advisors, and “other research or third-party review organizations,” which would partner with drug sponsors to help develop and review clinical trial protocols for first-in-human (FIH) clinical trials intended for an Investigational New Drug (IND) submission to FDA. As a part of the model, QRIs would make recommendations to FDA, which the agency would review on a “rolling basis,”regardingcompleted components of the submissions. HHS states that the pilot program would seek to shorten early clinical trial timelines by six to twelve months. The RFI is open until July 22;
- from FDA clarifying it may be possible todemonstratesubstantial evidence of effectiveness based on one adequate and well-controlled trial with results in other relatedsubstudypopulation(s) in the master protocol providing the confirmatory evidence;”
- An HHS Office of the Inspector General on certain regulations governing clinical trial participation;
- Support from NIH for informative clinical trialsleveragingapproaches that can efficiently move treatments to patients whileretainingscientific rigor, accelerating development of therapies for patients with rare diseases, and improving enrolment in cancer studies;
- ONC assessing ways toleverageelectronic health records to connect patients with clinical trials; and
- ARPA-H efforts to modernize clinical research, including through programs thatseekto develop new ways to test multiple treatments and diseases at the same time, as well as leverage AI and machine learning for dosing, trial efficiency, and safety prediction.
Inanpublished by Fox News, Secretary Robert F. Kennedy, Jr. discussed the announcements, noting HHS interest in ongoing changes to support domestic clinical research, stating, “If regulations, contracting requirements or institutional practices are slowing research without improving safety, we want to hear about them. We are prepared to challenge assumptions and remove barriers that no longer serve patients,scienceor the public interest.”
FDA Advisors Back Moderna’s First mRNA Flu Vaccine for Older Adults
On June 18, the the US Food and Drug Administration’s (FDA’s) Vaccines and Related Biologic Products Advisory Committee (VRBPAC) to assess Moderna’s mRNA-based influenza vaccine, mRNA-1010, or MFLUSIVA, for older adults. The committee unanimously voted to endorse FDA approval of both Moderna’s requests for traditional approval of MFLUSIVA in adults ages 50 to 64 years old and accelerated approval for adults 65 years and older. Specifically, the advisory committee voted 9–0 that “the benefits ofmFlusivaoutweigh its risks for the prevention of influenza disease in adults 50 through 64 years of age,” and voted 9-0 that “the benefits ofmFlusivaoutweigh its risks for the prevention of influenza disease in adults 65 years of age and older.” This decision comes after FDA initially issued aletter in response to Moderna’s application, in which then-CBER Director Vinay Prasad cited inadequate trial design. Following a Type A meeting between Moderna and the Center for Biologics Evaluation and Research (CBER), Modernamodifiedthe trial design, and FDAModerna’s biologics license application (BLA) for review.
Moderna applied for traditional approval of the vaccine in adults 50 to 64 years old and accelerated approval for adults 65 years and older. The difference between the two approval pathways is that under accelerated approval effectiveness is evaluated based on a surrogate endpoint reasonably likely to predict clinical benefit which is then subject to post market confirmatory studies,whereasunder the traditional pathway effectiveness must bedemonstratedthrough clinical benefit. However, both approval pathways are FDA approvals and require substantial evidence of effectiveness for approval. Moderna agreed to conduct postmarketing studies to evaluate vaccine effectiveness forMFlusivain the 65 and older population if granted accelerated approval.
Moderna’s MFLUSIVArepresentsthe first mRNA-based influenza vaccine, which could be particularly beneficial in avoiding certain challenges posed by traditional egg-based influenza vaccines, such as viral adaptations. FDA discussed the benefits of the vaccine’s mRNA base in its, noting that it “supports rapid strain reformulation in response to antigenic drift or shift,” which could improve public health responses to new viral strains.
Though FDA is notobligatedto follow VRBPAC recommendations, FDA approvals historically align with the committee’s recommendations. FDA’s current target date for a decision on Moderna’s application is August 5. Leavitt Partners will continue tomonitor forupdates.
FDA Approves Colorado Plan to Import Prescription Drugs from Canada
On June 15, FDAColorado’s Section 804 Importation Program (SIP).Colorado’s legislature passeddirecting the state’s Department of Health Care Policy and Financing (HCPF) to pursue the strategy in 2019, and the state initiallysubmitted a SIP application to FDA on December 5, 2022. Following several FDA-requested revisions and resubmissions by Colorado, FDA approved the most recent SIP, which was submitted by the state on December 4, 2025. FDA’s authorization of the plan comes under of the Food, Drug, and Cosmetic Act, Importation Program Policies and Authorizations, whichpermitsstates and tribes to import prescription drugs from Canada for cost-saving purposes. FDA authorized Colorado’s plan for a two-year period and outlined the requirements for foreign sellers, as defined in the Federal Code of Regulations under.
Colorado is the second state to have an authorized SIP, joining Florida, whose program was in January 2024, and has since been extended four times. Colorado has published aof 20 prescription drugs to be imported in the program. These products span a wide range of prices anduses. The U.S. pharmaceutical industry has expressed concern for public health and safety with the plan’s implementation. The industry’s backlash could pose a barrier to the program’s success, as Colorado needs pharmaceutical company buy-in tomaintain statewide prescription drugs access beyond the 20 products included in the importation program. Similarly, Canada importation of drugs from their country to the U.S. and ismonitoringto ensure these effortsdon’tcause drug shortages for Canadians.
NIH Launches New Office to Advance Human-Based Research Methods
On June 15, NIHthecreation ofthe Office of Research Innovation, Validation, and Application (ORIVA) to accelerate the development and adoption of human-based research technologies and reduce reliance on animal models. will coordinate NIH-wide efforts to develop, validate, and scale New Approach Methodologies (NAMs), including 3D human tissue models, computational tools, and other animal-free methods that more accurately reflect human biology. The office will also serve as a hub for interagency coordination and regulatory translation, facilitating the broader scientific and regulatory acceptance of these emerging methodologies.
ORIVA is housed within the Division of Program Coordination, Planning, and Strategic Initiatives (DPCPSI) in the NIH Office of the Director and will operate through two divisions: one focused on supporting the research community through new funding opportunities, research infrastructure, and training resources, and one tasked with coordinating a multi-agency effort to evaluate and advance the acceptance of new research methods. NIH Director Jay Bhattacharya and Deputy Director Nicole Kleinstreuer both noted that the office’s goal is to create systemic change and a foundational shift in biomedical research toward more human-relevant methods.
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Alabama Pauses Stricter ABA Autism Therapy Referral Requirements
OnJune18,2026, the Alabama Medicaid Agencyapause in implementationofnew requirements for pediatricians referring children to applied behavioral analysis (ABA).Thetoprovidersadvised thatto receive an ABA specialty designation—now required for autism-related ABA referrals—pediatricians will need to submit a written request to the agency including their name, National Provider Identifier (NPI), their Alabama Medicaid provider number, and the service location address.Cliniciansremainsubject tobillingin accordance withMedicaid’s rules,regulationsand billing manual.
Kansas Rural Hospitals Form Clinically Integrated Network
Sevenrural Kansas hospitals formed a clinically integrated network called the .According totheir June 17 , the network allows the hospitals to stay independent while enhancing clinical care and controlling purchasing costs. The newly formed coalition will serve approximately 190,000 patients.
Pennsylvania Announces Proposed ‘Investments in Health’ Medicaid Funding Initiative for Food as Medicine, Reentry Supports, Housing
The Pennsylvania Department of Human Services on June 22, 2026, a new proposed Medicaid funding initiative called “Investments in Health.” The initiative, included in Governor Josh Shapiro’s proposed fiscal 2027 budget, totals $2.3 million and would focus on three key areas: food as medicine, reentrysupports, and housing stability. Approximately $900,000 in state funds would support a pilot program bringing tailored meals to Medicaid recipients with diet-sensitive health conditions, $900,000 would support pre-release Medicaid coverage for incarcerated individuals, and $1 million would launch a pilot program helping homeless individuals connect to housing stability services. The legislature is currently considering Pennsylvania’s budget.
Tennessee to Verify Immigration Status of All Public Benefit Recipients Starting July 1
The Washington Post on June 22, 2026, that beginning July 1, 2026, Tennessee state agencies will be required to verify that all individuals receiving any public benefits have a satisfactory immigrationstatus, andrequires the agencies to report undocumented individuals to the state Centralized Immigration Enforcement Division. The law, enacted during the 2026 legislative session, will apply to all programs, including Medicaid and the Supplemental Nutrition Assistance Program, and includes no exemptions for critically ill or disabled individuals.
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CBO Asks for More No Surprises Research
In2021, theCongressional BudgetOffice (CBO)estimated that the No Surprises Act would lower insurer reimbursements to providers, reducing premiums and overall healthcare spending.Thislatest highlights the budget office’s callformore research amid growing evidence that the law may be having the opposite effect. Recent findings show that hospitals and medical groups win more than eight in ten out-of-network payment disputes and are often awarded amounts well above comparable in-network rates. If providers can secure higher payments through arbitration, they may have less incentive to join insurer networks or accept lower contracted rates, potentiallydriving uppremiums over time.
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July 15 Webinar: Understanding Work and Community Engagement Requirements
This webinar series will deliver timely analysis and actionable insights on the evolving policy and operational environment affecting Medicaid funding, enrollment, and access to services. Each session will feature up-to-the-moment information and perspectives from our subject matter experts, with content tailored to reflect the latest federal guidance, waiver activity, litigation, state implementation decisions, and market developments.
A Summer Webinar Series (August 12): How New Program Integrity Expectations Affect Medicaid Payments
Thiswebinarseries will delivertimelyanalysis and actionable insights on the evolving policy and operational environment affecting Medicaid funding, enrollment, and access to services. Each session will feature up-to-the-moment information and perspectives from our subject matter experts, with content tailored to reflect the latest federal guidance, waiver activity, litigation, state implementation decisions, and market developments.
2026 ϲ Conference | October 5-7 in New Orleans
US Healthcare 2026: Signals, Signs & Flashing Lights
RFP Calendar
RFP Calendar
| Date | State/Program | Event | Beneficiaries |
|---|---|---|---|
| Date: June 24, 2026 | State/Program: Wisconsin LTC GSR 3 | Event: Awards | Beneficiaries: 56,000 (all GSR) |
| Date: Summer 2026 | State/Program: Illinois Foster Care | Event: RFP Release | Beneficiaries: 33,000 |
| Date: July 1, 2026 | State/Program: Hawaii Community Care Services | Event: Implementation | Beneficiaries: 5,500 |
| Date: July 28, 2026 | State/Program: Nevada Children's Specialty | Event: Awards | Beneficiaries: NA |
| Date: August 2026 | State/Program: Indiana | Event: RFP Release | Beneficiaries: 1,400,000 |
| Date: January 1, 2027 | State/Program: Illinois | Event: Implementation | Beneficiaries: 2,400,000 |
| Date: January 1, 2027 | State/Program: Nevada CO D-SNP | Event: Implementation | Beneficiaries: 88,000 |
| Date: January 1, 2027 | State/Program: Wisconsin LTC GSR 3 | Event: Implementation | Beneficiaries: 56,000 (all GSR) |
| Date: January 1, 2027 | State/Program: Illinois Tailored Care Management Program | Event: Implementation | Beneficiaries: 22,400 |
| Date: July 1, 2027 | State/Program: Nevada Children's Specialty | Event: Implementation | Beneficiaries: NA |
| Date: January 1, 2028 | State/Program: Wisconsin LTC GSR 4,6 | Event: Implementation | Beneficiaries: 56,000 (all GSR) |
| Date: Fall 2027 | State/Program: Oregon | Event: RFP Release | Beneficiaries: 1,200,000 |
| Date: 2028 | State/Program: North Carolina | Event: RFP Release | Beneficiaries: 2,200,000 |
| Date: 2029 | State/Program: California | Event: RFP Release | Beneficiaries: NA |