Self-Direction Financial Management Services (FMS) Software

Purpose built to make FMS management easy

Self-Direction FMS Software

Let us help-you and your self-directing participants to thrive

FMS Core Functionality

  • Participants can submit expenses and monitor their budgets
    • Mobile App
    • Web App
  • Vendors and Service providers can self-register and Report their work via mobile app
    • Employer of Record
    • Co-employer
    • Third Party Vendors
  • Authorization and Budget Management
  • EVV Compliant with all main aggregators
    • Sandata
    • HHA Exchange
    • Tellus/Netsmart
    • Authenticare
    • Therap
  • AI powered Approval Assistant
  • Creates electronic claims (837) and tracks remittance (835) from Medicaid
  •  Maintains compliance documentation and audit logs
FMS App

An FMS Partner You Can Trust

  • Participant Self-Service to save time for the FMS
  • User Experience Designed By FMS Agencies
  • Scalable to Large State-Wide and Multiple State Agencies
  • HIPAA Compliant with Role Based Security
  • Eager to incorporate new features
  • Fast Implementation
  • Dedicated Project managers
  • World-Class Live Support
Self-Direction FMS Partner