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Part 3 Medical Legal Partnership Immigrants and Healthcare

10/12/2020 » 10/16/2020
Virtual Conference

Certification Steps

  Certification Steps for Assisters and Organizations

New to "navigating" or training a colleague? Check-out this presentation that will walk you through the certification processes for CACs and Indiana Navigators.

                  Indiana Navigator Steps                
    Certified Application Counselor Steps
Application Organization Steps      CAC Designated Organization (CAC-CDO) Steps

    Certification for Indiana Navigators


    Download and review the Training Content Manual, Score Report and Subject Matter Content Outline.  (The Manual/Training Modules are no longer supported by the IDOI.  The Manual and Training Modules may be used for developing your Navigator Training.  By clicking these links you will be re-directed to the IDOI website.)

              * Fees current as of May 30, 2019




    Exam Procedures and Guidelines

    • View this page for extensive information and instructions. 
    • Register:
    • Create an account and complete the registration form. Select the exam that matches your course certificate of completion.
    • Pay for exam ($50.00*)
    • Schedule your exam at nearest Ivy Tech location. If there are no available seats at the center of  your choice, you may submit a Seat Request email.
    • Take the certification exam. You will need the following information:
      • Login ID and Password
      • Federal or State ID
      • Course Certificate of Completion or IDOI Waiver

       *Fees current as of May 30,2019

    Click here to check the status of your application


    Cost may vary; expenses shown are current as of 05/30/2019. All forms and reporting requirements may be submitted to the IDOI by submitting them with your application, email; fax: 317-232-5251 ("attn: Navigator Director"); or mail: Indiana Department of Insurance, c/o Navigator Director, 311 W. Washington Street, Suite 300, Indianapolis, IN 46204


    More information can be found on the Indiana Department of Insurance's website.


    Below are some helpful resources for becoming certified as an Indiana Navigator: 

     Application Organization (AO) Registration Steps

    1. Complete the New Application for Application Organization Registration.
      • Pay the online filing ($50) and processing fees ($14.40).
      • Applicants may check the status of their application online at: (Only one application is needed for an entity with multiple locations.)
    2. Multi-location organizations registering as AOs must submit to IDOI the: (1) name, (2) address, (3) telephone, (4) email, (5) website (if applicable), and (5) contact person; for each physical location of the Application Organization
    3. Review the Conflict of Interest Policy, then complete and submit the Conflict of Interest Disclosure Form and Privacy and Security Agreement.
    4. Submit all documents online at end of online application or to

    Certification for Certified Application Counselors (CACs)

    Organizations such as community health centers (CHCs) receiving HRSA funding must become a Certified Application Counselor (CAC) organization and designate staff as CACs. CAC organizations (usually the AO) apply to and are designated by the Health Insurance Marketplace. The federal government provides the training and certification materials but does not provide any funding for it. 


    The organization is responsible for assigning CAC numbers and training their staff and volunteers as individual CACs.


    Individuals must follow these steps to become a CAC: 


    Certification Steps:

    • Register with the Marketplace Learning Management System (MLMS) on using the ID assigned to you by your organization.
    • Complete Marketplace-approved CAC training and pass all examinations through the MLMS. 
    • Enter into an agreement with the designated CAC organization regarding compliance with federal standards.
    • Disclose to the CAC organization any potential conflicts of interest.
    • The CAC organization will issue certificates once they have completed these requirements. 

    Below are some helpful resources for becoming certified as a CAC:
    Certification Application Counselor-Certified Designated Organization (CAC-CDO) Steps 
    1. Complete the application to be a Certified Application Counselor Organization:
      • The individual identified as the authorized representative on the application should hear back from CMS within a few weeks by email. The email will contain a contract.
    2.  Sign contract and return to CMS. 
    3. Once approved, help staff or volunteers become certified as individual CACs
      • The authorized representative must assign each CAC a unique number which will consist of the organization’s number (e.g. INCDOA06)
    4. CAC organizations must have these two agreements in place before assisting consumers:
    5. An agreement between the CAC organization and the Centers for Medicare and Medicaid Services (CMS) known as the CMS-CDO Agreement
    6. Agreement(s) between the CAC organization and individual CAC(s) (staff and/or volunteers) known as the CDO-CAC Agreement