Applied Self-Direction

March 9, 2023

The ongoing direct care workforce shortage continues to create extraordinary challenges for people who rely on support to live independently. Self-direction offers a unique approach to alleviate strain on the professional direct care... Read more

March 8, 2023

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... Read more

February 24, 2023

The Biden administration announced that the COVID-19 public health emergency (PHE), which has been in place since January 2020, is set to end on May 11, 2023. During the PHE, many states used the Appendix K to modify or expand home and community-... Read more

December 13, 2022

In December 2022, Applied Self-Direction held a Preparing for Year-End 2022 training for Financial Management Services providers in self-direction. The training covered:

  • Proper procedures for Form 941 completion and filing, including... Read more
November 2, 2022

Self-Direction 101 is a training event exclusively available to FMS members. This training provides an overview of the philosophy and history of self-direction, relevant research, and basic program elements. Self-Direction 101 is especially... Read more

October 11, 2022

The IRS' Internal Revenue Manual (IRM) is an extensive- and somewhat daunting- compilation of guidelines used by IRS employees to administer federal tax law. 

During this webinar, Laura Mauldin answered some of ASD’s... Read more

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


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