The Medicare and Medicaid Technical Guide is a reference document used by Financial Alignment Initiative demonstration states and their partner Medicare Advantage plans and enrollment brokers to use as a guide to process their enrollment and related transactions in line with CMS requirements with the assistance of Infocrossing LLC.
The MMP technical guide was updated to version 9 in January 2025 to reflect CMS software changes that were announced in four CMS HPMS notices from 2024 announcing the addition of voluntary Sexual Orientation and Gender Identity (SOGI) Questions to Medicare enrollment forms. In February 2025, the guide has been reverted back to version 8 after CMS announced on February 12, 2025 that those enrollment form changes have been canceled.