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New Clients

Here's what to expect, from your first call to your first day of service.

How It Works

Five steps from referral to your first day of consumer-directed services.

1

Referral & Initial Contact

Reach out yourself or have a doctor, discharge planner, DSS worker, or family member refer you. We'll follow up by phone to learn about your situation and answer initial questions.

2

Waiver Screening & Approval

If you're not already enrolled in a Medicaid LTSS waiver, we'll walk you through the screening and application process. We'll help you understand what to expect and get you ready before your first visit.

3

Service Facilitator Assignment

Once you're approved, a dedicated Service Facilitator is assigned to you. They'll call to introduce themselves and schedule your in-home intake visit.

4

In-Person Home Intake Visit

Your Service Facilitator meets with you — and your Employer of Record, if that's someone other than you — in your home. Together you'll build your personalized plan of care, complete required training, and sign the necessary documentation. Both the individual and the Employer of Record need to be present for this visit.

5

Paperwork Submission & Authorization

We submit your paperwork to the fiscal agent and the approving authority on your behalf. Important: your attendant cannot begin working until fiscal approval is confirmed — starting early means you may be responsible for that pay yourself. We follow up around 30 days after services begin to make sure everything is running smoothly.

Frequently Asked Questions

Common questions from new clients and their families.

Do I have to use an agency-assigned caregiver?

No. Under the consumer-directed model, you (or your Employer of Record) choose, hire, and supervise your own attendant — you're not assigned a caregiver by an agency.

Can my attendant start working right away?

Not before fiscal agent approval. If an attendant begins work before authorization comes through, you may be personally responsible for paying them for that time.

What do I need for my intake visit?

Have your photo ID, Medicaid card, and (if you already have someone in mind) your prospective attendant's information on hand. Your Service Facilitator will let you know if anything else is needed ahead of time.

What is an Employer of Record (EOR)?

The EOR is the person legally responsible for hiring, training, and supervising the attendant. This is often the individual receiving services, but it can be a family member or other representative when the individual isn't able to serve in that role themselves.

Can the individual and the attendant be the same person?

No. The individual receiving services, the Employer of Record, and the attendant providing care must be separate roles — the same person cannot fill more than one of these at once (for example, a spouse acting as EOR generally cannot also be the paid attendant).

How much are attendants paid?

Attendant pay rates are set by the fiscal agent and vary somewhat by region. Your Service Facilitator can share the current rate for your area during your intake visit.

Ready to Get Started?

Reach out today and let's talk about the support you or your loved one needs.

Contact Us