ADM #2019-07 Service Documentation for Fiscal Intermediary Services

This Administrative Memorandum describes the payment standards and service documentation requirements to support a provider’s claim for reimbursement for Fiscal Intermediary services. Fiscal Intermediary services are available for Home and Community Based Services (HCBS) Waiver authorized participants who self-direct their services. A participant self-directing his/her services receives an individualized budget that (s)he directs pursuant to an approved plan.

In addition to the requirements specified in this Administrative Memorandum (ADM), Fiscal Intermediary providers must continue to comply with all other applicable State and Federal requirements. This includes, but is not limited to, ADMs for Supported Employment (SEMP), Community Habilitation, Support Brokerage, Community Transition Services and Moving Assistance, Individual Directed Goods and Services, and Respite when the Fiscal Intermediary is the provider that is billing for such services.