Applied Self-Direction

September 16, 2022

Applied Self-Direction partnered with the ARCH National Respite Network and Resource Center to update this guidebook for programs that provide respite and are interested in developing and implementing self-directed respite. The guide is offered... Read more

September 15, 2022

This reference guide compiles key excerpts from the Internal Revenue Manual (IRM) that pertain to Fiscal/Employer Agents (F/EAs) operating under Section 3504 of the Internal Revenue Code. The Internal Revenue Manual is an extensive... Read more

July 15, 2022

Applied Self-Direction compiled and analyzed public, state-reported data from 1915(c) waivers about the cost of Financial Management Services (FMS) in Medicaid-funded self-direction. We undertook this effort in response to one of our most... Read more

June 8, 2022

During this forum, Financial Management Services (FMS) members identified key drivers of FMS cost and quality and share their perspectives. To kick off the discussion, Kate Murray from Applied Self-Direction presented initial findings from a... Read more

May 31, 2022

This resource, developed with the generous sponsorship of Centene, is designed to provide information to states, managed care organizations, and other stakeholders regarding core competencies and skills for professionals providing Information and... Read more

May 18, 2022

In this report, Applied Self-Direction analyzes data from the FY2020 annual report of Medicaid Fraud Control Units to better understand the prevalence of fraud in self-direction. We found that the prevalence of fraud in self-direction is very low... Read more

April 19, 2022

This 2022 National Self-Direction Conference session was designed to educate states and managed care organizations about the cost of providing Financial Management Services (FMS). To help guide the discussion, Kate Murray presented initial... Read more

April 19, 2022

There is a pervasive and long-standing narrative that personal care services, and specifically self-directed personal care programs, are highly susceptible to fraud. This narrative stems from numerous publications from the Office of the Inspector... Read more

April 19, 2022

Medicaid does not pay the room and board costs for a Medicaid recipient receiving home and community-based services. However, under a specific area of Medicaid law, Medicaid will pay the proportionate room and board costs of a live-in personal... Read more

April 19, 2022
In partnership with AARP, the Applied Self-Direction team has completed a National Inventory of Self-Directed Long-Term Services and Supports Programs every three years since 2011. In this 2022 National Self-Direction Conference session, the... Read more


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