United States · Elder Law · Social Security Disability
Do Medicaid work requirements change if you are medically frail after this ruling?
A federal judge set aside an extra test CMS added for people seeking the medical-frailty exclusion from Medicaid work requirements. The order does not cancel the 80-hour requirement or move its January 1, 2027 start date, and its injunction and six-month state protection apply only to the plaintiff states.
At a glance
The practical result
- Court
- District of Massachusetts, Judge Richard G. Stearns
- Outcome
- Court held CMS's added medical-frailty test contrary to law
- Law
- Medicaid community-engagement requirement under H.R. 1
- Immediate effect
- Added test set aside; government cannot penalize plaintiff states for IFR errors or delays for six months
In this article
Short answer: Medicaid work requirements are still moving toward January 1, 2027, but a federal judge has set aside one extra barrier for people seeking the medical-frailty exclusion. In *Commonwealth of Massachusetts v. Oz*, Judge Richard G. Stearns declared unlawful and vacated CMS's requirement that people in Congress's listed medical-frailty categories also show that their condition significantly impairs their ability to meet the requirement. The accompanying injunction and six-month protection against penalties apply to the plaintiff states, while the vacatur itself has no such state limit; the orders do not make every chronic illness an automatic exclusion, erase the rule's 12-month limit on claims and encounter data used to verify medical frailty, or decide an individual Medicaid case.

What the judge blocked, and what remains
The October 29 orders are a real change for the medical-frailty exclusion, but they are not a ruling that Medicaid work requirements are invalid. The court granted partial summary judgment to the 25 states and the District of Columbia challenging CMS's interim rule. It held that CMS went beyond the statute when it required a person who falls in one of Congress's five medical-frailty categories to separately prove that a physical, mental or behavioral-health condition significantly impairs their ability to comply with community engagement.
The entered Order of Vacatur and Enjoinment declares the added language unlawful and vacates and sets it aside under 5 U.S.C. § 706(2), without limiting that vacatur to plaintiff states. Separately, the order bars the government from implementing, enforcing, retroactively enforcing or otherwise applying that provision to the plaintiff states. It also bars the government from penalizing those states for any errors or delays in implementing the interim final rule for six months after October 29. Neither the vacatur nor the state-specific relief changes an individual's notice, renewal process or other Medicaid eligibility rules.
The court also entered a final judgment: judgment for the plaintiffs on Count I, partial judgment for the defendants on Count II, and dismissal of the case.
Two challenges failed. The court left in place CMS's rule that limits the claims and encounter-data lookback for verifying medical frailty to the prior 12 months, and the restriction on how often a state may accept self-attestation during one continuous enrollment period. A particular notice can turn on state procedures and records, which this ruling does not decide.
| Part of the CMS rule | What the court did |
|---|---|
| Extra requirement to show a condition significantly impairs compliance | Declared unlawful and vacated and set aside under 5 U.S.C. § 706(2), without a plaintiff-state limit. |
| 12-month claims and encounter-data lookback | Challenge rejected; the provision remains in place. |
| Limits on self-attestation during continuous enrollment | Challenge rejected; the provision remains in place. |
| January 1, 2027 implementation deadline | Unchanged by the order. |
What Medicaid work requirements would ask of some adults

For adults who are subject to the new federal rule, the basic measure is 80 hours in a month. CMS says a person can meet that through work, community service or a work program; a person can combine those activities, enroll at least half-time in an educational program, or meet the rule through qualifying monthly income. The agency describes the affected group as certain non-pregnant adults ages 19 through 64 in the Medicaid adult group or specified Section 1115 demonstrations, not everyone with Medicaid.
There are exclusions and exceptions outside medical frailty. CMS lists, among others, people who are pregnant or eligible for postpartum coverage, certain parents and caregivers, American Indians and Alaska Natives, former foster-care youth and people who are enrolled in Medicare. States may also choose short-term hardship exceptions in specified circumstances, such as certain inpatient care, particular medical travel, high unemployment or a qualifying emergency. A Social Security disability lawyer can help separate a disability-related benefits question from a Medicaid exclusion question when both appear in the same notice.
If a state cannot verify that someone met the requirement or is excluded, CMS says it must send a notice and provide 30 calendar days to show compliance or an exclusion before denying an application or disenrolling a person. That notice process is important, but it does not mean a person should assume the same paperwork rule applies in every state.
Who is medically frail after the ruling?
The court's answer starts with Congress's list, not with a broad promise that any ongoing condition creates an exclusion. The statute says the medically frail or special-medical-needs group includes people who are blind or disabled, have a substance use disorder, have a disabling mental disorder, have a physical, intellectual or developmental disability that significantly impairs one or more activities of daily living, or have a serious or complex medical condition. The court held that CMS could not exclude a subset of people in those listed categories by adding the separate ability-to-comply test.
That distinction is easy to lose in a headline. Congress itself used a functional standard for one listed category, the physical, intellectual or developmental disability category. The court said that choice showed Congress knew how to impose a functional limit when it wanted one. It did not say that a diagnosis by itself answers every question about which statutory category applies, what records a state may request or what other Medicaid eligibility rules still matter.
Older adults and caregivers should not be left to translate that distinction alone when a serious-condition or disability question is tied to coverage. An elder-law lawyer can help explain the mix of Medicaid, disability and care-planning issues that can surround a notice.
Which states and dates matter now
The plaintiff jurisdictions are Arizona, California, Colorado, Connecticut, Delaware, Hawai‘i, Illinois, Kentucky, Maine, Maryland, Massachusetts, Michigan, Minnesota, Nevada, New Jersey, New Mexico, New York, North Carolina, Oregon, Pennsylvania, Rhode Island, Vermont, Virginia, Washington and Wisconsin, plus the District of Columbia. The entered order applies two forms of state-specific relief to them: it enjoins the government from applying the added test to those states, and for six months it bars the government from penalizing them for errors or delays in implementing the interim final rule. It does not change Congress's January 1, 2027 deadline for states to implement the community-engagement requirement.
The same order separately vacates and sets aside the added test under 5 U.S.C. § 706(2), without a limit to plaintiff states. That distinction matters outside the plaintiff jurisdictions: the order's injunction and no-penalty protection are limited to the plaintiffs, but the vacatur is not. State administration, notices and the remaining parts of the rule can still differ.
The October 29 opinion granted the states partial summary judgment on their claim that the medical-frailty definition was contrary to law and granted the government partial summary judgment on the separate arbitrary-and-capricious challenges to the lookback and self-attestation provisions. The final judgment entered that day gives the plaintiffs judgment on Count I, gives the defendants partial judgment on Count II and dismisses the case.
That makes this a story about both court power and state administration. The judge chose vacatur of the offending language rather than simply sending it back to CMS, saying the change could be removed without upsetting the rest of the rule and that the parties needed clarity before the statutory deadline. For the broader pattern of court orders that change what governments can enforce while leaving other rules standing, see Juricue's 2026 federal-courts guide.
The timeline also matters because this is a different Medicaid change from the October restrictions affecting some immigrants, refugees and asylees. Those eligibility restrictions remain a separate issue, explained in Juricue's report on Medicaid for immigrants.
H.R. 1 became law and set a community-engagement requirement for certain Medicaid adults.
CMS issued its interim final rule implementing the requirement.
The interim final rule was published in the Federal Register.
The District of Massachusetts declared the added medical-frailty ability-to-comply test unlawful, vacated and set it aside, entered state-specific injunctive relief and entered final judgment dismissing the case.
Federal deadline for states to implement the community-engagement requirement, which the opinion said the court could not extend.
What to verify if a renewal or notice is coming
The first question is whether the notice actually says the community-engagement rule applies to you. The next is whether it identifies an exclusion, a short-term exception, missing verification or an alleged failure to meet the 80-hour requirement. Keep the date on the notice, the stated response deadline and the specific reason together. Those details matter more than a general description of the ruling.
A court decision can remove an unlawful extra test without deciding a particular person's records or coverage. If a notice is unclear or a deadline is near, use the state Medicaid agency's stated review or appeal process and consider getting case-specific legal help.
- Whether your Medicaid category and age place you in the group subject to the community-engagement rule.
- Whether the notice identifies an exclusion, a short-term hardship exception or a request to verify medical frailty.
- Which statutory medical-frailty category, if any, the state says applies to your situation.
- The documents, response date and review or appeal instructions printed on the notice.
- Whether you live in Arizona, California, Colorado, Connecticut, Delaware, Hawai‘i, Illinois, Kentucky, Maine, Maryland, Massachusetts, Michigan, Minnesota, Nevada, New Jersey, New Mexico, New York, North Carolina, Oregon, Pennsylvania, Rhode Island, Vermont, Virginia, Washington, Wisconsin or the District of Columbia. The injunction and six-month protection against state penalties cover those plaintiff jurisdictions; the order's vacatur of the added test is not limited to them.
Medicaid work requirements FAQs
The judge's ruling answers one exemption question. The wider program still depends on who is covered, which exclusion applies and how each state carries out the federal framework.
What will the new Medicaid work requirements be?
For adults subject to the federal rule, CMS says the requirement is generally 80 hours a month of work, community service or a work program, a combination of those activities, at least half-time education, or qualifying monthly income. Many Medicaid enrollees are excluded, so it is not a requirement for everyone with Medicaid.
How many hours can you work with Medicaid?
The new community-engagement rule uses 80 hours in a month for people who are subject to it. It is not a general cap on how many hours a Medicaid enrollee may work; Medicaid eligibility also depends on the coverage group and other state rules.
What states have Medicaid work requirements?
[CMS says](source:cms) 43 states and the District of Columbia cover populations that will be required to implement the new federal requirement. State administration, exclusions, notices and any earlier start date can differ, so the state Medicaid agency is the source for a person's current rule.
What salary is too high for Medicaid?
There is no single national salary cutoff in this ruling or the community-engagement rule. Income eligibility depends on the Medicaid coverage group, household and state. The rule also says that qualifying monthly income can be one way a person subject to community engagement meets the 80-hour standard.
Who is exempt from Medicaid work requirements if they are medically frail?
The October 29 order declares unlawful and vacates CMS's added requirement that people in Congress's listed medical-frailty categories separately prove their condition significantly impairs compliance. The listed categories include people who are blind or disabled, have a substance use disorder, have a disabling mental disorder, have a specified disability affecting daily activities, or have a serious or complex medical condition. The vacatur has no plaintiff-state limit. The injunction against applying the added test and the six-month bar on penalties for errors or delays in implementing the interim final rule apply only to the plaintiff states. Individual eligibility and state verification rules still apply.
When do Medicaid work requirements start?
States generally must implement the federal community-engagement requirement no later than January 1, 2027, although a state may choose an earlier date. The October 29 opinion said the court could not extend that deadline.
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