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Consulting

We work with stakeholders to support self-direction programs across the country. Our consulting clients include federal, state, and local government agencies, Medicaid Home and Community-Based Services (HCBS) providers, and advocacy organizations. We also regularly partner with other consultancies to provide subject matter expertise on self-direction.

Services we provide

Program Design

Policy Analysis

Readiness Reviews

Waiver Reviews

Focus Groups

Environmental Scans

Handbooks and Toolkits

Trainings

Expert guidance tailored for

State Agencies & Managed Care Organizations

Our team has decades of experience providing technical assistance to states on program design and implementation, including:

Designing self-directed services in a 1915(c) waiver or other Medicaid context
Presenting educational sessions on best practices from other programs
Facilitating stakeholder engagement and focus groups to identify programmatic strengths and weaknesses
Developing program documentation, such as participant handbooks and policy manuals
Creating training curriculums for case managers, support brokers, and participants
Drafting Scope of Work requirements for Financial Management Services and Information and Assistance to align with payer needs, compliance obligations, and nationally recognized best practices

Financial Management Services (FMS) Entities

Our customized consultations and trainings facilitate professional development and help organizations deliver quality assistance. Frequently requested topics include:

Federal and state tax compliance
FMS readiness reviews
Development of budget and spending plan templates
Support with program and vendor transitions
Analyzing new governmental policies for impact on FMS compliance obligations

Stakeholders

Our work with key players includes projects for national membership organizations, community-based agencies, research centers, federal agencies, and advocacy groups. Sample projects include: