Support Broker Services in Missouri assist individuals with disabilities and their families in managing self-directed care. These services focus on providing guidance, coordination, and assistance with service planning, budgeting, and navigating Medicaid waiver programs. Support Broker Services are available under Missouri’s Home and Community-Based Services (HCBS) Waivers.

1. GOVERNING AGENCIES

Agency: Missouri Department of Health and Senior Services (DHSS)

Role: Administers Medicaid and HCBS Waiver programs, including support broker services

Agency: Missouri Department of Social Services (DSS)

Role: Oversees Medicaid provider enrollment and service authorization

Agency: Centers for Medicare & Medicaid Services (CMS)

Role: Provides federal oversight and ensures waiver compliance

2. SUPPORT BROKER SERVICE OVERVIEW

Support Broker Services help individuals and their families make informed decisions about self-directed care, develop person-centered plans, and manage service budgets. Services are customized according to the Individual Service Plan (ISP) or Person-Centered Plan (PCP) and may include:

• Assistance with developing self-directed care plans
• Budget management and financial planning for service utilization
• Navigating Medicaid waiver options and service coordination
• Advocacy and support for individual needs and preferences
• Ongoing monitoring and adjustment of service plans

3. LICENSING & PROVIDER APPROVAL REQUIREMENTS

Prerequisites:

• Register business with the Missouri Secretary of State
• Obtain EIN from the IRS and NPI (Type 2)
• Enroll as a Medicaid provider with the Missouri Department of Social Services
• Obtain certification as a Support Broker if required
• Maintain liability insurance and documentation of staff qualifications

4. MEDICAID PROVIDER ENROLLMENT PROCESS

Step 1: Pre-Application Contact

• Contact the Missouri Department of Social Services to understand support broker provider requirements

Step 2: Application Submission

• Submit business registration, certification, liability insurance, and service descriptions

Step 3: License Verification

• Ensure compliance with state requirements for support broker services

Step 4: Approval and Medicaid Number Assignment

• Once approved, receive a Medicaid provider number and authorization to deliver services

5. REQUIRED DOCUMENTATION

• Articles of Incorporation or Business Name Registration
• IRS EIN Letter
• NPI confirmation
• Support Broker Certification (if applicable)
• Liability insurance certificate

Policy & procedure manual including:

• Client intake and planning protocols
• Budget management and service coordination procedures
• Documentation of interactions and client preferences
• Staff training logs and supervision records

6. STAFFING REQUIREMENTS

Role: Support Broker Program Manager

Requirements: Experience in case management, self-directed care, or disability services

Role: Support Broker Specialist

Requirements:

• High school diploma or equivalent
• Training in self-directed care planning
• Background check and TB clearance

Training Requirements:

• Person-centered planning and self-direction principles
• Budget management and financial accountability
• Client rights, privacy, and advocacy
• Documentation and client interaction best practices

7. MEDICAID WAIVER SERVICES

Support Broker Services in Missouri are available through:

• Aged and Disabled Waiver (ADW)
• Independent Living Waiver
• Medically Fragile Adult Waiver

Approved providers may deliver:

• Assistance with developing and managing self-directed care plans
• Budget planning and utilization tracking
• Coordination with Medicaid waiver services and community resources

8. TIMELINE TO LAUNCH

Phase: Business Formation

Timeline: 1–2 weeks

Phase: Medicaid Provider Enrollment

Timeline: 60–90 days

Phase: Staff Hiring and Training

Timeline: 30–45 days

Phase: Client Intake and Service Setup

Timeline: 2–4 weeks

9. CONTACT INFORMATION

Missouri Department of Health and Senior Services (DHSS)

Website: https://health.mo.gov

Missouri Department of Social Services (DSS)

Website: https://mydss.mo.gov

10. SCOPE OF WORK

• Business registration and licensing assistance
• Medicaid provider enrollment
• Policy & procedure manual for support broker operations
• Templates for client care plans and budget management logs
• Website, domain, and email setup
• Staff credentialing and training documentation
• Client intake packet and service planning forms
• Risk management and compliance protocols
• Referral networking with healthcare providers and community organizations