Medicaid Home and Community-Based Services (HCBS) allow older adults and people with disabilities to remain in the setting of their choice. People of color experience health disparities and may benefit from HCBS, but little is known about racial... read more
We have compiled self-direction questions and answers with our advice based on our understanding of the HHS published guidance for the Medicaid and CHIP Targeted Distribution. Please remember that nothing contained herein is legal advice.
In collaboration with Granite State Independent Living, Applied Self-Direction created a case study to better understand how individuals who self-direct are faring during the COVID-19 pandemic. When we compared self-directing individuals who are... read more
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Applied Self-Direction created a Directory of Electronic Visit Verification (EVV) Vendors Interested in Serving Self-Direction Programs based on a Request for Information (RFI) to identify vendors interested in serving self-direction programs. In... read more
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On July 13, 2020, Applied Self-Direction recorded a FFCRA Tax Filing Update for members. The recording is available online and the slides and sample Assignment Agreement (referenced during the presentation) are available under File(s).
Applied Self-Direction created a Directory of Electronic Visit Verification (EVV) Vendors Interested in Serving Self-Direction Programs based on a Request for Information (RFI) to identify vendors interested in serving self-direction programs. In... read more
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Applied Self-Direction developed a guide for Fiscal/Employer Agents for how to report FFCRA payments and claim tax credits on the new IRS Form 941 and Schedule R. The guide was written using the current draft versions of both Form 941 and Schedule R... read more
On May 26th Applied Self-Direction hosted a member webinar on the taxability of Families First Coronavirus Response Act (FFCRA) wages for Federal and State unemployment purposes (FUTA and SUTA). The slides are available under File(s).
On April 29, 2020, Applied Self-Direction hosted an Open Forum on COVID-19 responses for our Program, FMS, and MCO members. During the forum, we polled our members on a number of FFCRA topics. The poll results are available under File(s).
In response to the COVID-19 pandemic, states can apply for an Appendix K to request a temporary amendment to their 1915(c) waivers, and in some cases, their Section 1115 Demonstrations. Applied Self-Direction has created an Appendix K Tracker that... read more
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In response to COVID-19, some states are temporarily allowing employers who are not the care recipient to also be a paid caregiver. Adjusting program rules to allow responsible parties, such as employers in self-direction, to also be paid caregivers... read more
Due to COVID-19, it may be increasingly difficult for many states to implement electronic visit verification (EVV) for Medicaid personal care services by January 1, 2020 and avoid penalties. Federal legislation is needed to extend the deadline, but... read more
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We created a member-only Google document for questions and answers related to FFCRA. This document will be updated regularly.  Send your questions to about FFCRA, and we will anonymize the question and then post... read more
Applied Self-Direction created this decision tree to help entities determine if a self-direction employer and employee are covered for paid leave under the Families First Coronavirus Response Act (FFCRA).
In early April 2020, Applied Self-Direction held a two-part member webinar on Paid Emergency Sick and Paid Family and Medical Leave Act (FMLA) for Self-Direction in the Families First Coronavirus Response Act (FFCRA). Part 1 of the webinar covered:... read more
In response to the current coronavirus crisis, the Centers for Medicare and Medicaid Services (CMS) is currently encouraging states to expand or adopt self-direction in its Appendix K: Emergency Preparedness and Response Instructions for 1915(c)... read more
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On March 18, 2020, the President signed into law the Families First Coronavirus Response Act. Applied Self-Direction created this document to explain what we know about the Act as it relate to self-direction and what we are still determining. 
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One of the many challenges associated with the coronavirus is that direct care may not be able to be provided as it normally is. Applied Self-Direction created this resource for programs considering program design changes in response to the COVID-19... read more
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Applied Self-Direction has been working closely with our members in states, Managed Care Organizations (MCOs), and Financial Management Services (FMS) organizations as they respond to COVID-19. This resource lists our members’ reported measures and... read more
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This resource lists each state with state-wide Shelter-in-Place orders, the state’s current law and executive orders, and how the order affects homecare workers and Financial Management Services (FMS) in self-direction. Currently, the majority of... read more
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Given the number of states issuing Shelter-in-Place orders requiring non-essential workers to stay at home during the coronavirus outbreak, we created a template identification badge and letter for Financial Management Services (FMS) organizations... read more
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As of February 2020, fifty-one states and territories have been granted a good faith exemption from the Centers for Medicare & Medicaid Services (CMS) and have until January 1, 2021 to prepare for EVV implementation without incurring FMAP... read more
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States were given until November 30, 2019 to submit Electronic Visit Verification (EVV) good faith effort exemption requests to the Centers for Medicare & Medicaid Services (CMS). The vast majority of states and territories have received... read more
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Chanda Hinton, Executive Director of Chanda Plan Foundation and consumer director of her own personal care, led this member-only webinar on the impact of data. Chanda’s personal data on utilizing integrative healthcare to impact her own personal... read more
On January 16, 2020,  the US Department of Labor (DOL) released its long-awaited Final Rule to update and revise DOL's interpretation of joint employment under the Fair Labor Standards Act (FLSA). The primary intent of the Final Rule is to "promote... read more
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During this member-only webinar, Nina Sperber, PhD, Health Science Research Specialist at the Durham VA Health Services Research & Development Service, shared how research methods reveal factors that make a difference for successfully starting... read more
Member-only brass tacks payroll updates from January 2020.
During this member-only webinar, Marsha Unruh,Program Manager for the Veteran In Charge program at The Independence Center, shared how and why the Veteran in Charge program in Colorado Springs got started. Members heard about the current state of... read more
In December 2019, we held a member-only webinar, Self-Direction and Competitive Integrated Employment. During this webinar, attendees heard from a self-directing individual and his job coach who supports him at his job in the community. Alison... read more
In December 2019, Applied Self-Direction held a Preparing for Year-End 2019 Training webinar for FMS providers in self-direction. The training covered: New in 2020: What you need to know about the changes to Form W-4 Proper procedures for Form 941... read more