Strengthening Information and Assistance in Self-Direction Programs: Executive Roundtable Series White Paper

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 assistance (I&A) in self-direction. We hosted two 2-hour virtual sessions attended by a geographically diverse array of thought leaders, I&A professionals actively working in self-direction programs, Financial Management Services (FMS) professionals, and state and managed care organization (MCO) personnel.

This white paper summarizes the major themes and recommendations for designing and implementing I&A that came out of these Executive Roundtable discussions. We hope the insights shared by these experts will serve as a valuable reference to states currently seeking to launch or expand self-direction programs.