Consumer/Participant Direction

This form was developed for the Flexible Choices program to request payments for services, goods and cash.

This spreadsheet was developed for Vermont's Flexible Choices program and it allows you to put in the basic client demographics as well as the key elements to their budget development and then automatically creates the other forms you need to complete a budget. Included are: the Intake Sheet, the Budget Sheet, the Allowance Form, and a Rate Calculator.

This 5 minute video features a Minnesota couple and their case managers. The participants discuss their interest and experience with Cash & Counseling. Follow the link to save and view the video.

The West Virginia Bureau of Senior Services developed this communications plan for their Cash & Counseling project. The plan includes information on an internal and external scans, messaging, communications activities, and a timeline.

This Provider Resistance Toolkit includes: Tips on working with providers, a template letter for providers, template frequently asked question document, template Power Point presentation, sample case management references, graphic: Consumer and Provider tasks in consumer-directed services and basic components, and a sample presentation: Self-direction: What to look for from the federal, state and provider perspectives.

The purpose of this study was to determine consumers’ interest in a cash option for personal assistance services, in comparison to traditional agency-delivered services. Telephone surveys and focus groups produced information on four states, including demographics, and preference toward a cash option. The results are discussed and policy issues are examined.

Findings of a New York consumer telephone survey conducted to determine the consumers’ interest in a cash option, in comparison to traditional agency-delivered services. The demographics and attitudinal characteristics are presented, in addition to consumer preferences and policy issues.

This memo outlines the three provisions in the DRA of 2005 relating to the availability of federal Medicaid funds for the provision on Cash & Counseling and related non-institutional long-term care services to low-income elderly and low-income individuals with disabilities.

To help understand the implications of consumer-directed programs abroad, AARP's Public Policy Institute commissioned a study to describe and analyze consumer-directed programs in the Netherlands, England, and Germany. Researchers completed in-person interviews with key stakeholders and conducted an in-depth literature review.

This study examines how this model of consumer-direction changes the way consumers meet their personal assistance needs. Consumers reported the type, timing, and amount of personal assistance they received, as well as any home or vehicle modifications and equipment purchases made, to meet their personal assistance needs. This report discusses consumer-satisfaction, unmet needs, and additional Medicaid costs.