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The T-MSIS Analytic Files (TAF) Analysis Reporting Checklist: A Guide for Research Using Medicaid Claims Data.

William L Schpero^1,2,3, K John McConnell^4,5, Greta Bushnell^6,7

¹Department of Population Health Sciences, Weill Cornell Medical College, New York, New York.

JAMA Health Forum

|October 24, 2025

Summary

This summary is machine-generated.

Researchers developed a checklist to standardize reporting for studies using the Transformed Medicaid Statistical Information System Analytic Files (TAF). This ensures high-quality, reproducible Medicaid research and policy recommendations.

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Area of Science:

Health Services Research
Health Policy Analysis
Data Science

Background:

Medicaid is the largest US health insurer, yet research has been limited by data availability.
The Centers for Medicare & Medicaid Services released the Transformed Medicaid Statistical Information System Analytic Files (TAF) in 2019, enabling more policy-relevant research.
TAF data complexity and quality variations across states necessitate standardized reporting guidelines for reliable research.

Purpose of the Study:

To develop a comprehensive checklist for reporting research that utilizes TAF data.
To enhance the quality, transparency, and reproducibility of health policy research based on TAF.

Main Methods:

A subcommittee of the Medicaid Data Learning Network (MDLN) led the checklist development.
The draft checklist was informed by TAF technical guidance and data quality analyses.
Iterative refinement involved feedback from MDLN members, advisory groups, journal editors, and the research community.

Main Results:

The final TAF Analysis Reporting Checklist includes four key reporting categories.
Categories cover data specifics (files, years, versions), analytic sample definition, state exclusions due to data quality, and special considerations like spending data and temporal quality changes.

Conclusions:

The TAF Analysis Reporting Checklist is a consensus-driven tool to promote transparency and reproducibility in TAF-based studies.
Standardized reporting is crucial for ensuring the integrity of research informing Medicaid policy.
This checklist supports evidence-based policymaking by improving the reliability of Medicaid research.