SELF DIRECTION SERVICE OPTION

Halo Network is a Financial Intermediary (FI) for individuals who have chosen Self Directed Services. As the FI, Halo Network will work closely with the OPWDD liaison to approve the Self Direction Plan. Halo Network will also bill Medicaid and pay for the supports and the services that participant hired to help them achieve their goal. We will also serve as the Employer of Record. Halo Network will assist participants in the following ways:

• Understand billing and documentation responsibilities.
• Track and monitor individual budget expenditures and identify expenditures that are over or under the budget.
• Perform payroll and employer-related duties such as (Payroll processing and funding, Employment contracts and paperwork, Maintaining Certificate of Insurance, I-9 and E-Verify, Unemployment insurance, Workers' Compensation, Background checks and drug screenings, Benefits administration, Employee terminations)
• Staff Training and ensuring that service documentation and Medicaid billing are done in compliance with state and federal regulations.

MITC - Halo Network Portal

• Families Guide to MITC
• SHSS Guide to MITC

Precision Care - Halo Network Portal

• Broker's Guide to PrecisionCare
• SHSS's Guide to PrecisionCare

Families

• Family Expense Report Form
• Family Reimbursed Respite Voucher
• SD Mileage Reimbursement (IDGS)
• SD Mileage Reimbursement (OTPS)
• SDS Monthly Summary Notes
• Payment
  • Direct Deposit Authorization Form
  • Direct Deposit Waiver

Vendors

• Attendance List
• Expense Report - Vendors
• W9 - Vendors

Broker/FI

• Support Broker Agreement
• SD CNBA
• SDS Termination Form

Staff

• Mileage Reimbursement (IDGS)
• Staff Expense Report
• Submission Sample - SHSS
• 2020 FI New Hire Information
• New Hire – Salary Change (Within Agency)
• SDFI Payroll Calendar 2020
• FI Time-Off Request
• SDFI Termination Form