combo guide training_fea fds_20140312

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FISCAL EMPLOYER AGENT (FEA) Provide quality services to individuals and families so they can remain in their homes and communities.

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Page 1: Combo Guide Training_FEA  FDS_20140312

FISCAL EMPLOYER AGENT (FEA)

Provide quality services to individuals and families so they can remain in their homes and communities.

Page 2: Combo Guide Training_FEA  FDS_20140312

Agenda• A “big picture” view of the Fiscal Employer

Agent portion of the My Voice My Choice option

• Review and completion of Enrollment Forms

• Fraud prevention• Orientation and use of web-based supports• Review key documents and forms in other

packets

Page 3: Combo Guide Training_FEA  FDS_20140312

What is a Fiscal Employer Agent (FEA)

The FEA is like a “Payroll Service.”

• Specifically, an FEA takes care of:– Payroll processing (issuing payroll checks, vendor

payments, etc.) – Taxes (Employee & Employer) – Updating budget balances– Billing Medicaid– Generating required reports to Participants and

Medicaid

Page 4: Combo Guide Training_FEA  FDS_20140312

Consumer Direct’s Role

• Consumer Direct helps set you up as a non-income generating healthcare business

• You submit timesheets and/or vendor requests to Consumer Direct

• Consumer Direct issues payroll or vendor checks

• Consumer Direct fronts the money and then bills Medicaid for reimbursement

Page 5: Combo Guide Training_FEA  FDS_20140312

Pre-enrollment Process

• The Family/Participant hires a Support Broker.

• The Support Broker assists in developing a Support and Spending Plan (SSP).

• The Support Broker forwards the SSP to the Medicaid Care Manager for review and approval.

• Medicaid sends the approved SSP to Consumer Direct for processing.

Page 6: Combo Guide Training_FEA  FDS_20140312

FEA Enrollment Packet• We are going to go form-by-form through the

Enrollment Packet.

• The IRS requires the Enrollment Packet forms to be pre-populated not handwritten.

• The participant’s legal name must be used. – Specifically, their name as it appears on their Social Security card.

• We need completed “packets” in order to process the documents. – Processing will be delayed if the packets are not signed and/or

complete.

• Let’s complete the Enrollment Forms!

Page 7: Combo Guide Training_FEA  FDS_20140312

Enrollment Packet

• Adult MVMC Program

• Children’s FDS Program

Page 8: Combo Guide Training_FEA  FDS_20140312

Required Documents for Enrollment

1. Support and Spending Plan (authorized by the Department of Health and Welfare)

2. Complete Support Broker Packet3. FEA Enrollment Documents

If applicable4. Copy of Guardianship Documents5. Copy of Certified Family Home Certificate

Page 9: Combo Guide Training_FEA  FDS_20140312

Website

• Website: www.ConsumerDirectID.com – Resources– Forms– Information

Page 10: Combo Guide Training_FEA  FDS_20140312

Fraud Prevention

• Fraud Prevention Video– Located at: www.ConsumerDirectID.com • Under the Resource tab• Great resource to watch with new employees

Page 11: Combo Guide Training_FEA  FDS_20140312

Web Portal

• Web Portal: www.MyDirectCare.com – Time and mileage entry and approval – Real-time budget reports.– Easy to use– Eliminates:• Invalid codes• Transcription errors• Illegible faxes

Page 12: Combo Guide Training_FEA  FDS_20140312

Entering Time Worked

“This online system is such a time saver!” -Brenda Wilson

Page 13: Combo Guide Training_FEA  FDS_20140312

Entering Time Worked

Page 14: Combo Guide Training_FEA  FDS_20140312
Page 15: Combo Guide Training_FEA  FDS_20140312

Budget Reports

Page 16: Combo Guide Training_FEA  FDS_20140312

• Report opens in new tab• Works best in Internet Explorer• Click “view report” to run report• Can export to PDF, Excel, and Word

Page 17: Combo Guide Training_FEA  FDS_20140312

Report Date

Demographics

SSP date or “Fiscal Year”

Current Budget Status

Pending• Committed, but not spent• Does not include payroll taxes•Not included in “Remaining”

Spending Summary

Page 18: Combo Guide Training_FEA  FDS_20140312

Spending Detail

Page 19: Combo Guide Training_FEA  FDS_20140312

Service Codes and Their MeaningsTimesheet Service Codes:

− SBS SB2, SB3 for “Support Broker Support”− PSS PS2, PS3 for “Personal Support”− JSS JS2, JS3 for “Job Support”− TSS TS2, TS3 for “Transportation Support”− LSS LS2, LS3 for “Learning Support”− RSS RS3, RS3 for “Relationship Support”− ESS ES2, ES3 for “Emotional Support”− SNS SN2, SN3 for “Skilled Nursing Support”

Vendor Service Code:− AEQ for “Adaptive Equipment”

Mileage Reimbursement Form Service Code:− TSM for “Transportation Support Mileage”

*Use the modifier with the service letters when the CSW is being paid more than 1 rate of pay per service code. Please see the Employment Agreement Instructions for further detail.

Page 20: Combo Guide Training_FEA  FDS_20140312

Household Employer

• As a “Household Employer” in Idaho:– Workers Compensation Insurance is not required– You are not subject to minimum wage laws– You are not subject to overtime regulations

Page 21: Combo Guide Training_FEA  FDS_20140312

FEA FEE

• $108 a month

• Fee based on dates of service not when the timesheet or vendor request is turned in.

Page 22: Combo Guide Training_FEA  FDS_20140312

The FEA “Packets” are Tools to Assist You

All the information you need is in 4 packets:• The Employer Packet • The Employee Packet • Other Service Providers Packet • Paying for your Supports Packet

Page 23: Combo Guide Training_FEA  FDS_20140312

Day-to-Day Forms• Employee Packet: MVMC or FDS

• Paying for Your Supports Packet:– A Vendor Request Form

• Other Useful Forms & Information:– Wages & Costs to You– Payroll Schedule– Termination Form

Page 24: Combo Guide Training_FEA  FDS_20140312

Criminal History Check Waiver Form

This is the one form in the employee packet that the Support Broker must sign.

The Support Broker needs to sit down with the employee and employer and counsel them on the liability the waiver holds.

A reason for waiving the background check must be included.

Page 25: Combo Guide Training_FEA  FDS_20140312

Closing Thoughts

• Contact Consumer Direct FIRST for payment problems or budget issues. – We can’t investigate or correct a problem if we don’t know

about it.

• Please do NOT make copies of the forms. – Download and print from: www.ConsumerDirectID.com

• E-mail: [email protected] – E-mails with Protected Health Information sent securely

• need to create username and password to access.

Page 26: Combo Guide Training_FEA  FDS_20140312

Normal Business Hours8:00 AM - 5:00 PM Mountain Time

Monday – FridayIf you have questions or need help – e-mail, call, or stop by the office!

Phone: (208) 898-0470Email: [email protected]: (208) 898-0417 → Not Preferred• Use “Fine” or “Super Fine” settings• Call to verify receipt!

Page 27: Combo Guide Training_FEA  FDS_20140312

Closing Thoughts

• If you have ideas to enhance services or efficiencies, please let us know. – We are here to support you and the families in the program!

Q u e s ti o n s ?