April 6, 2023

Electronic visit verification (EVV) implementation poses significant challenges to self-direction stakeholders but also presents opportunities for greater efficiency and transparency. Financial Management Services (FMS) providers typically play a... 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

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

March 8, 2022

A review of self-direction literature, statutes, policies, and advocacy papers in the U.S. and other countries reveals a number of recurrent aspirations of the creators of these programs. Considering these themes as a whole makes it possible to... Read more

December 22, 2021

With sponsorship from Centene, Applied Self-Direction convened an Executive Roundtable Series in September 2021 to bring together national experts and stakeholders for in-depth discussions on the design and implementation of information and... Read more

August 12, 2021

Self-direction is a lifeline for people living in frontier and rural areas, as it allows them to receive the services they need while safely remaining in the community where they feel most at home. This case study highlights the importance of... Read more

September 24, 2020

In the summer of 2019, Applied Self-Direction partnered with AARP to complete a National Inventory of self-directed programs in the United States. The inventory builds on the... Read more


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