For Employers · Policy · Worksheet

The H.R.1 Readiness Worksheet

The fill-in version of our 24-item readiness checklist. Owner, due date, status, and evidence for every item, plus a multi-state variation grid, the four dates that carry the operational weight, and a funding-source map for the work you will need to pay for. Built to be printed and taken into a budget meeting.

PDF · 11 pages · Print and fill · Updated September 2026

What is in it

  • All 24 checklist items as a working table: owner, target date, status, and the evidence to retain for each.
  • A state variation grid for multi-state operators: go-live date, verification cadence, and exemption process, one row per state.
  • The four dates laid out as a planning calendar with the owning function against each.
  • A funding-source map covering CCBHC PPS treatment, active grant lines, and state Rural Health Transformation Program pathways.
  • A board-brief outline so the update writes itself from the pages you already filled in.

Who it is for

Behavioral health employers with meaningful Medicaid exposure: community mental health centers, CCBHCs, SUD treatment providers, group practices, and the health systems and county agencies that contract with them. It assumes you own a budget or a clinical operation, and it does not explain the legislation from scratch.

If you want the explanation first, the full checklist is published free and ungated, and the background piece is H.R.1 and Your Behavioral Health Workforce.

Send me the worksheet

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The short version, if you never download anything

  • January 1, 2027 is the date that matters. Work and community engagement requirements, six-month redeterminations for expansion adults, and a retroactive coverage window cut to one month all take effect. Some states started earlier.
  • Document the exemptions, and know which kind you have. Participation in a treatment program is a categorical exclusion. A substance use disorder or a disabling mental illness is not: those run through the medically frail route, where the state must verify both the condition and that it significantly impairs the ability to comply. Your own clinicians can supply that documentation. Check the SNAP and TANF overlap first, because a client already meeting those work requirements is excluded with no new paperwork from you at all.
  • Measure days to application. With one month of retroactive coverage, that interval is now a revenue number.
  • Do not cut workforce spend first. Billable capacity is licensed workforce, and CCBHC PPS, active grants, and state RHTP awards can often pay for the training instead of your operating margin.

General operational guidance about federal legislation, not legal, tax, or reimbursement advice. States retain meaningful discretion in implementation, so confirm specifics with your own advisors and your state Medicaid agency. Reviewed September 9, 2026.

Turn a policy headwind into a workforce advantage

Triad helps behavioral and mental health employers protect billable capacity through change: getting clinicians licensed faster, keeping CE compliant and audit-ready, and structuring it as a benefit your CCBHC, grant, and RHTP dollars can pay for.

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