Welcome to Self-Direction Login
EOR Important activities & deadlines/dates to remember
1. Overview of the Innovations Waiver
Examples of Service Opportunities and Supports “Hidden” In the Waiver Documents:
Specialized Consultation Services
Key Innovations Waiver Reference Materials:
Innovations Waiver Application
Funders and Managers of the Money:
Policies and Procedures - Federal, State and Local:
Innovations Waiver Service Tree
2. The Employer of Record Model of Services
Waiver Services That Can Be Self-Directed:
Documents for You to Review:
Steps and Components in FIRST EOR Training
Get the LME/MCO IFDS/EOR Manual:
3. Organize Your Small Provider Agency
Binder A: EOR Required Documents
Binder B: Employee Required Documents
Binder C: Employee Credentialing
Binder D: Employee Personally Identifiable Information
Binder E: Service Documentation
EOR Prescription Medication Authorization
Seizure Action Plan (if appropriate)
Planned Restrictive Intervention Plan (if appropriate) NC Requirements
Safety Checklist for Services in DSP Home
NCDHHS Critical Incident and Death Report Form (very long! Use form above)
Out of State Travel:
Medicaid Fraud Reporting:
- DHHS Customer Service Center
Phone: 800-662-7030 (English or Spanish) - Online Confidential Complaint Form
- Medicaid Fraud, Waste and Program Abuse Tip-Line
Phone: 877-DMA-TIP1 (877-362-8471) - Health Care Financing Admin, Office of Inspector General Fraud Line
Phone: 800-HHS-TIPS - State Auditor Waste Line
Phone: 800-730-TIPS
4. The Financial Services Agency
Basic Duties of Fiscal Employer Agent (long and complicated technical overview of how FSAs work!)
5. Finding & Hiring Staff
Who Can't Work with Waiver Participants:
Federal/State Healthcare Registries
Criminal Background Check/Exclusions
Attachment G: Relatives as Provider
Organizing the Staff Binders:
Binder B: Employee Required Documents
Binder D: Employee Personal Info
New Employee Paperwork:
DSP Employee Supports Agreement
DSP Employee Expectations document
DSP Reference Information Release Form
The North Carolina Workers’ Compensation Act
North Carolina Mandatory Reporter Laws:
Important Information on Background Checks
6. Staff Orientation & Training
Organizing the Staff Binder:
Binder C - Employee Credentialing
Staff Training Requirements:
New Employee Orientation & Professional Competency Training
CPR/First Aid, Behavioral Interventions, Medication Administration INFO
FIRST EOR Training Overview:
- Communication
Read: Communicating with People with Disabilities
2. Person-Centered Practices
Watch: power point on Person-Centered Practices
Read: Personal Outcome Measures Tools from CQL
3. Health/Wellness Evaluation and Observation
Read: Blood Borne Pathogens Training
Watch: power point on Blood Borne Pathogens
Sign: Hep B Vac Declination Form
4. Professionalism and Ethics
Watch: YouTube “HIPPA and Client Rights – Caregiver Training”
Watch: power point on Client Rights
Read: Your Health Information/Your Rights
Read: North Carolina Mandatory Reporting Requirements
Read: HIPPA Privacy and Security
Read: Rights & Responsibilities for Individuals Supported on the Waiver
Sign: Employee Confidentiality/Privacy Agreement
5. Community Inclusion
Read: Natural Supports: They’re All Round You
Read: Community Networking Ideas
Read: Community Networking Overview
Read: Social Capital Community Networking Activities
6. Cultural Competency
7. Documentation and Record Keeping
Read: Incident Reporting Narrative
8. Crisis Prevention and Intervention
9. Education, Training and Self-Development
The Hard Tasks of Supervising and Evaluating Staff:
Monthly Supervision Documentation Form
Terminating an Employee:
Trillium Employer of Record Handbook Supplement (page 19)
7. Staff Scheduling & the EOR Budget
Scheduling Tool – School and Non-School
8. Budgeting Terminology & Tools
Base Budget Services are:
Non-Base Budget Services are:
Assistive Technology Equipment and Supplies
Specialized Consultation Services
Budget Tool (Vaya) (Excel Version)
Budget Tool (Vaya) (pdf version)
Budget Tool (Partners) (Excel Version)
Budget Tool (Partners) (pdf version)
9. Goal Writing & Service Documentation
Medicaid Documentation Rules:
Additional Resources for Writing Goals:
- Searching the internet can provide good ideas for developing or supporting goals. For a goal on learning about making choices, this link has good ideas:
The book “What Should Danny Do?” is referenced at that link and has good reviews.
10. Quality Assurance Activities
11. Add-On Services to Support EORs
Community Navigator/EOR Trainer
12. Knowledge is Power
Get the LME/MCO Provider Bulletins:
Get the Communication Bulletins from NC DHHS:
- NC-DHHS: (Subscribe with your EOR Gmail)
Get the Medicaid Bulletins from NC DHHS:
- NC Medicaid: (Subscribe with your EOR Gmail)
Links
Buncombe County Special Needs Registry