These videos give an overview of the various Home and Community-Based Services (HCBS) available in Wisconsin for providers who want to learn how to start or operate an HCBS agency in the state. Each video explains the purpose of the service, provider requirements, licensing process, and how the program functions. Use these videos to better understand the responsibilities, standards, and steps involved in becoming or working with approved HCBS providers in Wisconsin. Explore each section to find the service that best matches your goals or area of interest.
Respite Care
RESPITE CARE SERVICES PROVIDER IN WISCONSIN
OFFERING TEMPORARY RELIEF FOR CAREGIVERS WHILE ENSURING SAFE, COMPASSIONATE SUPPORT FOR INDIVIDUALS WITH DISABILITIES OR COMPLEX HEALTH NEEDS
Respite Care Services in Wisconsin provide temporary relief for unpaid primary caregivers of individuals with disabilities, serious illnesses, or functional limitations. These services can occur in-home or in community-based settings and aim to reduce caregiver burnout while promoting the individual's health, safety, and routine continuity.
Respite is available under various Home and Community-Based Services (HCBS) Medicaid waiver programs, including Children’s Long-Term Support (CLTS), IRIS (Include, Respect, I Self-Direct), and Family Care. Oversight is provided by the Wisconsin Department of Health Services (DHS), with local coordination by Managed Care Organizations (MCOs), IRIS Consultant Agencies (ICAs), and county waiver agencies.
1. GOVERNING AGENCIES
Agency: Wisconsin Department of Health Services (DHS)
Role: Administers HCBS waivers, sets standards for respite delivery, and licenses certain facilities.
Agency: IRIS Consultant Agencies / MCOs / County Waiver Agencies
Role: Authorize respite care, approve providers, and coordinate service plans.
Agency: ForwardHealth
Role: Handles Medicaid provider enrollment and billing systems for eligible services.
2. RESPITE CARE SERVICES OVERVIEW
Respite provides short-term, intermittent care to waiver participants when their regular caregivers are unavailable or need relief. It must be consistent with the participant’s Individual Support Plan (ISP) or Long-Term Care Functional Screen (LTCFS) and delivered in a safe, supervised environment.
Covered formats may include:
In-Home Respite Care – Temporary support in the participant’s residence
Facility-Based Respite – Delivered in licensed Adult Family Homes, CBRFs, or respite centers
Overnight or Weekend Respite
Emergency or Crisis Respite
Planned Respite During Vacations, Medical Visits, or Family Emergencies
Respite care does not replace daily supports or long-term services, and must be documented according to waiver program expectations.
3. LICENSING & PROVIDER APPROVAL REQUIREMENTS
Prerequisites:
Register your business with the Wisconsin Department of Financial Institutions (DFI)
Obtain a Federal EIN and Type 2 NPI (if billing ForwardHealth)
For facility-based providers: Obtain a residential license from DHS (e.g., AFH or CBRF)
Enroll with IRIS FEAs or MCOs for waiver-based respite
Complete ForwardHealth Medicaid enrollment if billing Medicaid
Develop a Respite Care Policy & Procedure Manual
4. WISCONSIN PROVIDER ENROLLMENT PROCESS
Step 1: Register business and secure EIN/NPI
Step 2: Apply to become a waiver-approved respite provider through local MCOs or IRIS Consultant Agencies
Step 3: If billing Medicaid, enroll via ForwardHealth
Step 4: Submit credentials, background checks, and service plan templates
Step 5: Ensure staff training and safety compliance
Step 6: Begin service delivery upon ISP approval
5. REQUIRED DOCUMENTATION
Business registration and Medicaid provider enrollment (if applicable)
Respite Care P&P Manual including:
Staffing policies and supervision requirements
Participant intake and routine tracking forms
Emergency and health escalation procedures
Behavior management and de-escalation plans
Transportation protocols (if offsite activities occur)
Incident reporting and caregiver communication logs
Billing documentation and daily service notes
6. STAFFING REQUIREMENTS
Role: Respite Care Worker / Direct Support Professional (DSP)
Requirements:
18+ years old with background check under Wisconsin Caregiver Law
CPR and First Aid certified
Trained in personal care, safety, and emergency response
For facility-based care: must meet CBRF or AFH staff training requirements
Role: RN / Behavioral Specialist (if needed)
Requirements: For complex medical or behavioral needs as outlined in ISP
All staff must complete:
HIPAA and confidentiality training
Abuse/neglect prevention and reporting
Seizure protocol (if applicable)
Cultural competence and person-centered care training
7. MEDICAID WAIVERS THAT COVER RESPITE CARE
IRIS – Self-directed respite using Fiscal Employer Agents (FEAs)
Family Care / Partnership – MCO-authorized respite included in the care plan
Children’s Long-Term Support (CLTS) – Respite for families of children with disabilities
Children’s Community Options Program (CCOP) – Non-waiver program that may also support respite
Children’s Mental Health Wraparound Programs (e.g., CCS) – For behavior-focused or emotional support respite
Note: All respite must be included in the participant’s plan and approved by their consultant or case manager.
8. TIMELINE TO LAUNCH
Phase: Business Registration & Service Model Design
Timeline: 2–3 weeks
Phase: MCO/IRIS/Medicaid Enrollment & Staffing
Timeline: 1–2 months
Phase: Staff Training & Policy Manual Review
Timeline: 30–45 days
Phase: Launch of Respite Services
Timeline: Begins after plan approval and participant match
9. CONTACT INFORMATION
Wisconsin Department of Health Services – Long-Term Care
Website: https://www.dhs.wisconsin.gov/long-term-care-support.htm
IRIS – DHS Managed Website
Website: https://www.dhs.wisconsin.gov/iris
ForwardHealth Portal
Website: https://www.forwardhealth.wi.gov
DHS Provider Licensing for CBRFs & AFHs
Website: https://www.dhs.wisconsin.gov/regulations/index.htm
WAIVER CONSULTING GROUP’S START-UP ASSISTANCE SERVICE — WISCONSIN RESPITE CARE PROVIDER
WCG supports new providers in launching flexible, family-centered respite care programs that meet DHS standards and integrate into waiver-based care planning.
Scope of Work:
MCO, IRIS, and Medicaid enrollment support
Respite Care Services P&P Manual development
Facility licensing support (if needed)
Staff onboarding and training kits
Daily log, ISP tracker, and billing forms
Emergency and incident documentation tool

Residential Support
RESIDENTIAL CARE SERVICES PROVIDER IN WISCONSIN
OFFERING SUPPORTIVE, COMMUNITY-BASED HOUSING OPTIONS FOR INDIVIDUALS WHO NEED ASSISTANCE WITH DAILY LIVING WHILE PRESERVING AUTONOMY AND DIGNITY
Residential Care Services in Wisconsin provide housing and daily support for individuals with disabilities, chronic health conditions, or functional limitations who are unable to live independently but do not require institutional care. These services promote long-term stability, community integration, and quality of life.
Wisconsin offers several licensed residential care models, which may be funded through Family Care, IRIS, or Children’s Long-Term Support (CLTS) waivers. Services must align with the participant’s Individual Service Plan (ISP) or Long-Term Care Functional Screen (LTCFS) and comply with licensing and Medicaid standards.
1. GOVERNING AGENCIES
Agency: Wisconsin Department of Health Services (DHS)
Role: Regulates residential facility licensure and monitors provider compliance.
Agency: Division of Quality Assurance (DQA)
Role: Issues licenses and conducts surveys for Adult Family Homes (AFHs), Community-Based Residential Facilities (CBRFs), and Residential Care Apartment Complexes (RCACs).
Agency: IRIS Consultant Agencies / Managed Care Organizations (MCOs)
Role: Authorize funding and oversee care planning for waiver participants in residential settings.
2. TYPES OF RESIDENTIAL CARE SETTINGS
Adult Family Homes (AFH)
Serve 1–4 residents
Provide assistance with ADLs, meals, medication, and social activities
Require DHS licensure
Community-Based Residential Facilities (CBRF)
Serve 5+ residents
Offer personal care, supervision, and supportive services
Must meet staffing and facility requirements based on capacity and resident needs
Residential Care Apartment Complexes (RCAC)
Independent apartments with optional support services
Regulated under a separate certification process
Can serve elderly adults or people with disabilities
3. SERVICES PROVIDED IN RESIDENTIAL CARE
Residential settings offer 24/7 supervision and a blend of personal care and habilitation supports:
Assistance with bathing, dressing, and hygiene
Meal preparation and dietary accommodations
Medication assistance or administration
Health monitoring and emergency response
Socialization, recreation, and life skills training
Transportation coordination
Behavior support (if applicable)
All services must be delivered in a person-centered, home-like environment, and aligned with the resident’s individualized plan.
4. LICENSING & PROVIDER APPROVAL REQUIREMENTS
Prerequisites:
Register business with the Wisconsin Department of Financial Institutions (DFI)
Obtain Federal EIN and Type 2 NPI (if billing Medicaid)
Submit facility floor plans and program statements to DQA
Complete background checks, fire safety inspection, and sanitation review
Obtain facility licensure as AFH, CBRF, or RCAC
Enroll as an IRIS or Family Care provider (if serving waiver participants)
Create a Residential Care Services Policy & Procedure Manual
5. WISCONSIN PROVIDER ENROLLMENT PROCESS
Step 1: Register business and secure EIN/NPI
Step 2: Choose residential model (AFH, CBRF, or RCAC) and apply to DQA
Step 3: Undergo DHS-required inspections and staff clearance
Step 4: Apply to serve IRIS or Family Care participants through local MCOs or ICAs
Step 5: Submit P&P Manual, program statement, and staffing plan
Step 6: Begin services upon licensure and participant placement
6. REQUIRED DOCUMENTATION
DHS license certificate and floor plans
NPI registration and Medicaid/Fiscal Employer Agent agreement
Residential Care P&P Manual including:
Admission, discharge, and transfer procedures
Medication handling and incident reporting
Fire safety, emergency preparedness, and infection control
Staff credentialing, supervision, and shift coverage
Daily care logs and activity schedules
Participant rights and grievance protocols
Billing documentation and service verification
7. STAFFING REQUIREMENTS
Role: Administrator / Facility Manager
Requirements: Experience in residential care, background check, compliance training
Role: Direct Care Staff / Resident Assistant
Requirements:
18+ years old with caregiver background check
First Aid and CPR certification
Personal care and habilitation training
Crisis response training (for behavioral support homes)
All staff must complete:
HIPAA and confidentiality training
Person-centered care and resident rights
Abuse, neglect, and exploitation prevention
Annual skills refreshers and supervision
8. WAIVER PROGRAMS THAT COVER RESIDENTIAL SERVICES
Family Care / Family Care Partnership – Residential costs and services funded through MCOs
IRIS (Include, Respect, I Self-Direct) – Participants choose residential supports through Fiscal Employer Agents (FEAs)
Children’s Long-Term Support (CLTS) Waiver – May cover child-specific group homes or out-of-home respite
Note: Room and board is often funded privately or via SSI/SSDI, while support services are paid through waiver programs.
9. TIMELINE TO LAUNCH
Phase: Business Registration & Facility Planning
Timeline: 1–2 months
Phase: DQA Licensing & Staff Credentialing
Timeline: 2–4 months
Phase: Medicaid/MCO Enrollment & Readiness Review
Timeline: 30–60 days
Phase: Opening and Participant Admission
Timeline: Begins once license is granted and resident funding is authorized
10. CONTACT INFORMATION
DHS Division of Quality Assurance – Residential Licensing
Website: https://www.dhs.wisconsin.gov/regulations/residential/index.htm
DHS Long-Term Care Programs
Website: https://www.dhs.wisconsin.gov/long-term-care-support.htm
ForwardHealth Medicaid Portal
Website: https://www.forwardhealth.wi.gov
Wisconsin Department of Financial Institutions (DFI)
Website: https://www.wdfi.org
WAIVER CONSULTING GROUP’S START-UP ASSISTANCE SERVICE — WISCONSIN RESIDENTIAL CARE PROVIDER
WCG helps providers open licensed residential homes with comprehensive support for licensing, staffing, Medicaid enrollment, and daily care documentation.
Scope of Work:
DHS licensing and IRIS/MCO enrollment
Residential Care P&P Manual development
Floor plan and program statement preparation
Staff credentialing logs and emergency plans
Resident care documentation, shift notes, and incident forms
Billing tools and compliance tracking templates

Supported Employment
SUPPORTED EMPLOYMENT SERVICES PROVIDER IN WISCONSIN
EMPOWERING INDIVIDUALS WITH DISABILITIES TO OBTAIN AND MAINTAIN COMPETITIVE, INTEGRATED EMPLOYMENT IN THEIR COMMUNITIES
Supported Employment Services in Wisconsin help individuals with disabilities find, secure, and retain meaningful employment in inclusive settings. Services are designed to promote independence, self-sufficiency, and full participation in the workforce, with personalized support ranging from job readiness to long-term job coaching.
These services are reimbursed under Wisconsin’s Medicaid Home and Community-Based Services (HCBS) Waivers, including IRIS (Include, Respect, I Self-Direct), Family Care, Family Care Partnership, and the Children’s Long-Term Support (CLTS) Waiver. Oversight is provided by the Wisconsin Department of Health Services (DHS), with authorization managed by IRIS Consultant Agencies (ICAs) and Managed Care Organizations (MCOs).
1. GOVERNING AGENCIES
Agency: Wisconsin Department of Health Services (DHS)
Role: Administers waiver programs and sets guidelines for service delivery.
Agency: IRIS Consultant Agencies / Managed Care Organizations (MCOs)
Role: Authorize services, enroll providers, and oversee participant outcomes.
Agency: ForwardHealth
Role: Medicaid provider enrollment and payment processing (for State Plan-covered supports).
2. SUPPORTED EMPLOYMENT SERVICES OVERVIEW
Supported Employment includes a continuum of services tailored to assist individuals with disabilities in achieving employment goals in competitive, integrated environments.
Covered services may include:
Career Planning & Discovery – Identifying interests, skills, and job goals
Job Development & Placement – Resume building, applications, interviews
Job Coaching – On-site support to learn tasks, adapt to the work environment
Job Retention – Ongoing check-ins, employer communication, skill building
Self-Employment Support – Guidance on starting microbusinesses or freelance work
Workplace Soft Skills Training – Communication, time management, teamwork
Services must be individualized, outcome-oriented, and documented in the participant’s Individual Service Plan (ISP) or IRIS Support and Service Plan (SSP).
3. PROVIDER APPROVAL & QUALIFICATION REQUIREMENTS
Prerequisites:
Register business with the Wisconsin Department of Financial Institutions (DFI)
Obtain a Federal EIN and Type 2 NPI (if applicable)
Enroll with IRIS Fiscal Employer Agents (FEAs) and/or MCO provider networks
Create a Supported Employment Services Policy & Procedure Manual
Ensure staff have experience in job development, disability support, or workforce coaching
4. WISCONSIN PROVIDER ENROLLMENT PROCESS
Step 1: Register business and obtain EIN/NPI
Step 2: Apply to serve IRIS or Family Care participants through relevant ICA or MCO
Step 3: Submit documentation of experience, staff resumes, and service policies
Step 4: If billing Medicaid directly, enroll via ForwardHealth
Step 5: Complete orientation or background checks as required
Step 6: Begin services upon plan approval and participant referral
5. REQUIRED DOCUMENTATION
Business registration and provider approval letters
Supported Employment P&P Manual including:
Intake assessments and discovery tools
Progress note templates and outcome tracking forms
Employer communication and accommodation logs
Health and safety policies for job sites
Confidentiality, HIPAA, and abuse prevention protocols
Participant rights and grievance processes
Billing records and service verification logs
6. STAFFING REQUIREMENTS
Role: Employment Specialist / Job Coach
Requirements:
High school diploma or higher (Bachelor’s preferred for vocational roles)
Experience in workforce development, disability services, or behavioral support
Background check compliant with Wisconsin’s Caregiver Law
Person-centered and culturally competent care training
All staff must complete:
HIPAA and documentation training
Employment planning and workplace safety training
Abuse/neglect prevention and de-escalation (if applicable)
Annual evaluation of service effectiveness and client outcomes
7. MEDICAID WAIVERS THAT COVER SUPPORTED EMPLOYMENT
IRIS (Self-Directed Waiver Program) – Services purchased through participant-directed budgets
Family Care / Family Care Partnership – MCO-authorized employment supports
Children’s Long-Term Support (CLTS) Waiver – For transition-age youth (typically 14+)
Children’s Community Options Program (CCOP) – Non-waiver employment readiness supports
Note: Services must be authorized and documented in the ISP/SSP. Participation in pre-vocational or volunteer services does not replace employment support under these programs.
8. TIMELINE TO LAUNCH
Phase: Business Registration & Program Design
Timeline: 2–3 weeks
Phase: ICA / MCO Enrollment & Staff Onboarding
Timeline: 1–2 months
Phase: Documentation Setup & Referral Readiness
Timeline: 30–45 days
Phase: Service Launch
Timeline: Begins upon participant plan approval and assignment
9. CONTACT INFORMATION
DHS Division of Long-Term Care
Website: https://www.dhs.wisconsin.gov/long-term-care-support.htm
IRIS – DHS Managed Program Site
Website: https://www.dhs.wisconsin.gov/iris
ForwardHealth Medicaid Portal
Website: https://www.forwardhealth.wi.gov
Wisconsin Department of Financial Institutions (DFI)
Website: https://www.wdfi.org
WAIVER CONSULTING GROUP’S START-UP ASSISTANCE SERVICE — WISCONSIN SUPPORTED EMPLOYMENT PROVIDER
WCG supports agencies in launching vocational support programs that empower individuals with disabilities to succeed in the workforce.
Scope of Work:
IRIS, MCO, and ForwardHealth enrollment support
Supported Employment Services P&P Manual development
Job readiness and coaching documentation templates
Outcome tracking and employer contact logs
Staff training in workforce integration and soft skills development
Billing and verification tools for time-limited and ongoing supports

Personal Care
PERSONAL CARE SERVICES PROVIDER IN WISCONSIN
DELIVERING IN-HOME ASSISTANCE WITH DAILY ACTIVITIES TO SUPPORT DIGNITY, INDEPENDENCE, AND SAFETY FOR INDIVIDUALS WITH FUNCTIONAL LIMITATIONS
Personal Care Services (PCS) in Wisconsin offer hands-on assistance with activities of daily living (ADLs) to individuals who qualify for Wisconsin Medicaid (ForwardHealth). These services help participants remain in their homes or community settings rather than entering institutional care.
PCS are available under Wisconsin’s Medicaid State Plan and can also be incorporated into care plans under Family Care, IRIS (Include, Respect, I Self-Direct), and Children’s Long-Term Support (CLTS) waiver programs. Services are authorized based on a Personal Care Screening Tool (PCST) and must be supervised by a Registered Nurse (RN).
1. GOVERNING AGENCIES
Agency: Wisconsin Department of Health Services (DHS)
Role: Oversees Medicaid programs, including personal care policy, rate setting, and provider oversight.
Agency: ForwardHealth
Role: Manages provider enrollment, prior authorization (PA), and claims processing for personal care under Medicaid.
Agency: IRIS Consultant Agencies (ICA) / Managed Care Organizations (MCOs)
Role: Authorize and coordinate PCS under IRIS and Family Care.
2. PERSONAL CARE SERVICES OVERVIEW
Personal Care Services are medically necessary, non-skilled services provided to individuals who require assistance with daily living tasks due to a medical condition or disability.
Covered services may include:
Bathing and grooming
Dressing and undressing
Toileting and incontinence care
Mobility and transfers
Eating and feeding assistance
Skin care and basic hygiene
Assistance with medications (reminders, not administration)
Light housekeeping directly related to care needs
Services must be ordered by a physician or nurse practitioner and based on findings from the PCST. The RN supervisor develops and oversees the Plan of Care (POC).
3. LICENSING & PROVIDER APPROVAL REQUIREMENTS
Prerequisites:
Register your business with the Wisconsin Department of Financial Institutions (DFI)
Obtain a Federal EIN and Type 2 NPI
Apply for Medicaid provider certification through ForwardHealth
Employ or contract a licensed RN to perform initial assessments and supervision
Develop a Personal Care Services Policy & Procedure Manual in compliance with DHS 105 and DHS 107
Maintain appropriate liability insurance
4. WISCONSIN PROVIDER ENROLLMENT PROCESS
Step 1: Register business and secure EIN/NPI
Step 2: Apply to ForwardHealth as a Medicaid-certified personal care provider
Step 3: Submit documentation for RN supervision and business operations
Step 4: Complete orientation and sign Medicaid provider agreement
Step 5: Begin services following PCST completion and prior authorization (PA) approval
5. REQUIRED DOCUMENTATION
Business registration and ForwardHealth provider ID
PCS Policy & Procedure Manual including:
Service delivery protocols and RN supervision requirements
PCST completion and care plan documentation
Daily care logs and visit verification tools
Medication reminder procedures
Participant rights and grievance protocols
Infection control and abuse prevention policies
Timesheets, billing records, and shift documentation templates
6. STAFFING REQUIREMENTS
Role: Personal Care Worker (PCW)
Requirements:
18+ years of age
Completed DHS-approved PCW training (minimum 16 hours)
Background check via Wisconsin Caregiver Background Check Law
CPR and First Aid certification
Role: Registered Nurse (RN) Supervisor
Requirements:
Wisconsin RN licensure
Completes assessments, develops care plans, and provides ongoing staff supervision and training
All staff must complete:
HIPAA and documentation training
Abuse/neglect prevention training
Infection control and universal precautions
Annual competency checks and skills validation
7. MEDICAID PROGRAMS THAT COVER PERSONAL CARE
Wisconsin Medicaid State Plan (ForwardHealth) – Standard PCS coverage for eligible adults and children
Family Care / Family Care Partnership – PCS included in MCO-authorized service plans
IRIS (Self-Directed Waiver Program) – Participants hire their own PCWs through Fiscal Employer Agents (FEAs)
Children’s Long-Term Support (CLTS) Waiver – May authorize PCS for children with disabilities
All services require physician orders and either a PCST or long-term care functional screen (LTCFS).
8. TIMELINE TO LAUNCH
Phase: Business Registration & Policy Manual Development
Timeline: 2–4 weeks
Phase: ForwardHealth Enrollment & Staffing
Timeline: 1–2 months
Phase: RN Supervisor & Staff Training Setup
Timeline: 30–45 days
Phase: Service Delivery Launch
Timeline: Begins upon PCST completion and PA approval
9. CONTACT INFORMATION
Wisconsin Department of Health Services – ForwardHealth
Website: https://www.forwardhealth.wi.gov
ForwardHealth Provider Services
Phone: 800-947-9627
Wisconsin Department of Financial Institutions (DFI)
Website: https://www.wdfi.org
WAIVER CONSULTING GROUP’S START-UP ASSISTANCE SERVICE — WISCONSIN PERSONAL CARE SERVICES PROVIDER
WCG helps new providers navigate ForwardHealth enrollment, train staff, and implement nurse-supervised, Medicaid-compliant personal care programs across Wisconsin.
Scope of Work:
ForwardHealth Medicaid provider enrollment
Personal Care Services P&P Manual development
RN supervisory templates and PCST documentation tools
Daily care logs, shift notes, and billing forms
HIPAA, abuse prevention, and infection control training kits
Compliance and audit preparation support

Adaptive Equipment
ADAPTIVE EQUIPMENT SERVICES PROVIDER IN WISCONSIN
SUPPORTING FUNCTIONAL INDEPENDENCE THROUGH PERSONALIZED MEDICAL AND ASSISTIVE DEVICES FOR CHILDREN AND ADULTS WITH DISABILITIES
Adaptive Equipment Services in Wisconsin involve the assessment, selection, delivery, and maintenance of assistive devices that help individuals with disabilities or chronic conditions function more independently at home or in the community. These devices can range from simple aids to complex mobility or communication systems.
Funding for adaptive equipment may come from Medicaid State Plan benefits, Home and Community-Based Services (HCBS) Waiver programs such as IRIS, Family Care, Children’s Long-Term Support (CLTS), and Children’s Community Options Program (CCOP). Oversight is provided by the Wisconsin Department of Health Services (DHS) and managed locally through Managed Care Organizations (MCOs) and IRIS Consultant Agencies (ICAs).
1. GOVERNING AGENCIES
Agency: Wisconsin Department of Health Services (DHS)
Role: Establishes Medicaid and waiver policy for durable medical equipment (DME) and adaptive devices.
Agency: ForwardHealth
Role: Handles provider enrollment, claims submission, and prior authorization for Medicaid-covered items.
Agency: IRIS Consultant Agencies (ICAs) / Managed Care Organizations (MCOs)
Role: Review and approve adaptive equipment requests through the participant’s Support and Service Plan (SSP) or Individual Service Plan (ISP).
2. ADAPTIVE EQUIPMENT SERVICES OVERVIEW
Adaptive Equipment providers supply and service a wide range of devices tailored to each individual’s functional needs.
Covered items and services may include:
Wheelchairs (manual or powered)
Hospital beds, lifts, and transfer devices
Orthotics and prosthetics
Augmentative and Alternative Communication (AAC) devices
Modified utensils or hygiene tools
Environmental controls (e.g., switches, voice-activated systems)
Visual, hearing, or sensory aids
Adaptive strollers or positioning equipment
Custom-fitted helmets, braces, and supports
All devices must be medically necessary, supported by a clinical justification, and included in the participant’s care plan.
3. PROVIDER APPROVAL & QUALIFICATION REQUIREMENTS
Prerequisites:
Register business with the Wisconsin Department of Financial Institutions (DFI)
Obtain Federal EIN and Type 2 NPI
Enroll as a Durable Medical Equipment (DME) provider with ForwardHealth (if billing Medicaid directly)
Enroll with IRIS FEAs and/or MCO networks if serving waiver clients
Employ or contract with licensed therapists (OT, PT, SLP) or assistive technology professionals to complete evaluations
Create a Policy & Procedure Manual for Adaptive Equipment Services
4. WISCONSIN PROVIDER ENROLLMENT PROCESS
Step 1: Register business and secure EIN/NPI
Step 2: Apply for DME provider enrollment with ForwardHealth (if billing Medicaid)
Step 3: Apply to MCOs or ICAs for waiver-based service authorization
Step 4: Submit documentation including product offerings, evaluation protocols, and safety policies
Step 5: Provide clinical justifications and pricing for equipment upon referral
Step 6: Deliver, fit, and train individuals in device use per plan approval
5. REQUIRED DOCUMENTATION
Business registration and Medicaid provider number (if applicable)
Adaptive Equipment Services P&P Manual including:
Assessment, delivery, and fitting protocols
Device maintenance and follow-up support procedures
Equipment return and replacement policy
HIPAA, safety, and infection control practices
Manufacturer warranty tracking and repair logs
Clinical justification templates and service verification
Billing and inventory tracking forms
6. STAFFING REQUIREMENTS
Role: Adaptive Equipment Specialist / Technician
Requirements:
Experience with DME or assistive devices
Product knowledge and hands-on fitting expertise
Clean background check and product-specific training
Role: Licensed Evaluators (OT, PT, SLP, ATP)
Requirements:
Wisconsin licensure
Required for evaluation, fitting, or training for high-tech or custom equipment
All staff must complete:
HIPAA and confidentiality training
Safety and infection control procedures
Manufacturer-specific equipment training
Documentation and compliance tracking protocols
7. MEDICAID WAIVERS THAT COVER ADAPTIVE EQUIPMENT
IRIS – Participants self-direct purchases through FEAs based on approved budgets
Family Care / Family Care Partnership – MCO-funded equipment aligned with care goals
Children’s Long-Term Support (CLTS) – For youth with developmental disabilities or physical impairments
Children’s Community Options Program (CCOP) – May supplement adaptive equipment not covered by other sources
ForwardHealth Medicaid State Plan – Covers DME with prior authorization for eligible items
8. TIMELINE TO LAUNCH
Phase: Business Registration & Policy Manual Development
Timeline: 2–4 weeks
Phase: Medicaid/MCO/IRIS Enrollment & Product Catalog Setup
Timeline: 1–2 months
Phase: Licensing, Staffing & Vendor Agreements
Timeline: 30–45 days
Phase: Start of Services
Timeline: Begins upon authorization of first device or evaluation request
9. CONTACT INFORMATION
ForwardHealth – DME Provider Enrollment
Website: https://www.forwardhealth.wi.gov
DHS Division of Medicaid Services – Long-Term Care Programs
Website: https://www.dhs.wisconsin.gov/long-term-care-support.htm
IRIS Program Overview
Website: https://www.dhs.wisconsin.gov/iris
Wisconsin Department of Financial Institutions (DFI)
Website: https://www.wdfi.org
WAIVER CONSULTING GROUP’S START-UP ASSISTANCE SERVICE — WISCONSIN ADAPTIVE EQUIPMENT PROVIDER
WCG assists vendors, therapists, and DME agencies in launching compliant adaptive equipment services that align with Medicaid, waiver, and private funding streams.
Scope of Work:
ForwardHealth and waiver enrollment support
Adaptive Equipment P&P Manual creation
Clinical justification, evaluation, and delivery templates
Product inventory and safety documentation systems
Waiver billing and equipment tracking tools
Staff training on HIPAA, safety, and DME protocols

Skilled Nursing
SKILLED NURSING SERVICES PROVIDER IN WISCONSIN
DELIVERING LICENSED NURSING SUPPORT TO INDIVIDUALS WITH COMPLEX MEDICAL NEEDS TO PROMOTE HEALTH, STABILITY, AND COMMUNITY LIVING
Skilled Nursing Services in Wisconsin offer intermittent or continuous medical care provided by Registered Nurses (RNs) or Licensed Practical Nurses (LPNs) to individuals with chronic health conditions, disabilities, or post-acute needs. These services support health monitoring, treatment administration, and clinical interventions that allow individuals to remain safely at home or in community settings.
Skilled nursing is covered under Wisconsin Medicaid’s State Plan, and may also be authorized through HCBS Waivers, including IRIS, Family Care, and the Children’s Long-Term Support (CLTS) Waiver. All services must be medically necessary, ordered by a physician, and documented in a formal Plan of Care (POC).
1. GOVERNING AGENCIES
Agency: Wisconsin Department of Health Services (DHS)
Role: Oversees Medicaid and waiver nursing policy, licensing, and service standards.
Agency: ForwardHealth
Role: Manages Medicaid provider enrollment, prior authorization (PA), and reimbursement.
Agency: IRIS Consultant Agencies / Managed Care Organizations (MCOs)
Role: Authorize nursing hours based on participant needs and care plans.
Agency: Wisconsin Department of Safety and Professional Services (DSPS)
Role: Licenses RNs and LPNs practicing in the state.
2. SKILLED NURSING SERVICES OVERVIEW
Skilled Nursing involves clinical services provided under medical supervision, typically at the individual’s residence or in licensed residential care facilities.
Covered services may include:
Medication administration (oral, IM, IV)
Wound care and dressing changes
Tube feedings and catheter management
Tracheostomy care and ventilator support
Vital signs and health monitoring
Diabetes management and insulin injections
Chronic disease oversight and patient teaching
Care coordination with physicians and therapists
Training for caregivers on complex care tasks
All services must be provided under a physician-ordered Plan of Care, reviewed and updated regularly by a supervising nurse.
3. LICENSING & PROVIDER APPROVAL REQUIREMENTS
Prerequisites:
Register your agency with the Wisconsin Department of Financial Institutions (DFI)
Obtain Federal EIN and Type 2 NPI
Employ or contract licensed RNs and/or LPNs
Apply for ForwardHealth provider enrollment under nursing services or home health
Enroll with MCOs and IRIS Fiscal Employer Agents (FEAs) for waiver-based services
Create a Skilled Nursing Services Policy & Procedure Manual per DHS and CMS guidelines
Maintain liability, malpractice, and workers’ compensation insurance
4. WISCONSIN PROVIDER ENROLLMENT PROCESS
Step 1: Register business and secure EIN/NPI
Step 2: Apply to ForwardHealth as a Skilled Nursing or Home Health provider
Step 3: Submit required documentation (licenses, P&P Manual, RN credentials)
Step 4: If serving waivers, apply to IRIS and MCO networks
Step 5: Complete any required training or orientation
Step 6: Begin services upon care plan approval and prior authorization (if required)
5. REQUIRED DOCUMENTATION
Business registration and ForwardHealth provider number
Nursing Services P&P Manual including:
Physician orders and POC documentation process
Medication administration and safety protocols
Infection control and universal precautions
HIPAA and confidentiality safeguards
Emergency response and escalation protocols
Charting templates and shift notes
RN supervision logs (for LPNs and aides)
Staff credentialing and continuing education tracking
Grievance process and patient rights forms
6. STAFFING REQUIREMENTS
Role: Registered Nurse (RN)
Requirements:
Wisconsin RN license through DSPS
Responsible for assessments, care plans, and staff supervision
Must complete HIPAA, safety, and clinical documentation training
Role: Licensed Practical Nurse (LPN)
Requirements:
Wisconsin LPN license
Works under RN supervision
Performs delegated skilled tasks (e.g., injections, wound care)
All clinical staff must complete:
Universal precautions and infection control
Emergency procedures and medication safety
Annual skills validation and charting audits
Abuse and neglect prevention training
7. MEDICAID PROGRAMS THAT COVER SKILLED NURSING
ForwardHealth Medicaid State Plan – For children and adults with medically necessary nursing needs
IRIS Waiver – Participants self-direct nurse services with approval through FEAs
Family Care / Family Care Partnership – MCO-funded skilled nursing based on assessed need
Children’s Long-Term Support (CLTS) Waiver – Authorizes nursing for medically complex children
Katie Beckett Program – For medically fragile children not otherwise Medicaid-eligible
Note: All services must be tied to a Plan of Care, supported by documentation of medical need, and reviewed at regular intervals.
8. TIMELINE TO LAUNCH
Phase: Business Registration & Manual Development
Timeline: 2–4 weeks
Phase: Staff Recruitment & Compliance Setup
Timeline: 30–60 days
Phase: Medicaid/MCO/IRIS Enrollment
Timeline: 2–3 months
Phase: Launch of Services
Timeline: Begins after service authorization and staff credentialing
9. CONTACT INFORMATION
ForwardHealth Medicaid Portal
Website: https://www.forwardhealth.wi.gov
DHS Long-Term Care Programs
Website: https://www.dhs.wisconsin.gov/long-term-care-support.htm
Wisconsin Department of Safety and Professional Services (DSPS)
Website: https://dsps.wi.gov
IRIS Program Site
Website: https://www.dhs.wisconsin.gov/iris
WAIVER CONSULTING GROUP’S START-UP ASSISTANCE SERVICE — WISCONSIN SKILLED NURSING PROVIDER
WCG supports home health and private duty nursing agencies with the tools and documentation needed to launch high-quality, compliant skilled nursing services across Wisconsin.
Scope of Work:
ForwardHealth and waiver program enrollment
Skilled Nursing P&P Manual development
Plan of Care and charting templates
Staff credentialing packets and supervision logs
Medication safety, emergency, and infection control systems
Billing documentation and shift tracking tools

Habilitation Services
HABILITATION SERVICES PROVIDER IN WISCONSIN
SUPPORTING SKILL DEVELOPMENT, INDEPENDENCE, AND COMMUNITY INTEGRATION FOR INDIVIDUALS WITH DISABILITIES
Habilitation Services in Wisconsin are designed to help individuals with intellectual, developmental, and other disabilities acquire, maintain, and improve the skills needed for daily living and inclusion in the community. These supports focus on personal development, adaptive behavior, and social participation in home and community settings.
Habilitation is a key component of Wisconsin’s Home and Community-Based Services (HCBS) Waiver programs such as IRIS, Family Care, and the Children’s Long-Term Support (CLTS) Waiver. Services must align with person-centered plans, meet functional support needs, and be delivered by qualified providers under Medicaid program guidelines.
1. GOVERNING AGENCIES
Agency: Wisconsin Department of Health Services (DHS)
Role: Oversees waiver services including habilitation policies, provider qualifications, and service standards.
Agency: ForwardHealth
Role: Manages Medicaid provider enrollment, billing procedures, and waiver reimbursement.
Agency: IRIS Consultant Agencies / Managed Care Organizations (MCOs)
Role: Authorize habilitative services and monitor outcomes based on individualized service plans (ISPs).
Agency: Wisconsin Department of Safety and Professional Services (DSPS)
Role: Oversees professional licensing for certain staff categories, such as therapists or counselors, when applicable.
2. HABILITATION SERVICES OVERVIEW
Habilitation services are individualized interventions that build or enhance skills for independent living, communication, socialization, mobility, and community access.
Common habilitation supports include:
Daily living skills training (e.g., cooking, hygiene, money management)
Community integration and recreation participation
Communication and social skills development
Behavior support planning and implementation
Adaptive skills and mobility support
Employment readiness or volunteer skill-building
Self-advocacy and choice-making
Support with navigating public systems (transportation, civic participation)
All services must be tied to measurable outcomes and documented in an ISP or Plan of Support.
3. LICENSING & PROVIDER APPROVAL REQUIREMENTS
Prerequisites:
Register your agency with the Wisconsin Department of Financial Institutions (DFI)
Obtain a Federal EIN and Type 2 NPI
Apply for provider status with ForwardHealth and applicable waiver programs
Develop a Habilitation Services Policy & Procedure Manual
Employ or contract qualified habilitation specialists or support staff
Maintain liability insurance, background checks, and staff training logs
Licensure is not always required unless services are delivered by professionals such as behavioral therapists or licensed counselors.
4. WISCONSIN PROVIDER ENROLLMENT PROCESS
Step 1: Register your business and obtain EIN and NPI
Step 2: Apply to ForwardHealth as a habilitation support provider (typically under waiver program services)
Step 3: Develop and submit your Policy & Procedure Manual
Step 4: Apply to be a provider with IRIS Fiscal Employer Agents and MCOs for waiver participation
Step 5: Complete background checks and staff training
Step 6: Start providing services upon ISP approval and, if applicable, service authorization
5. REQUIRED DOCUMENTATION
ForwardHealth Provider Enrollment documents
Habilitation Services Policy & Procedure Manual, covering:
Individualized Service Plan process
Skill development and documentation protocols
Staff training and supervision procedures
Client rights, HIPAA, and consent forms
Incident reporting and safety protocols
Progress tracking forms and outcome measures
Emergency response and community access guidelines
Staff qualification records and background checks
Service agreements with IRIS/MCOs
6. STAFFING REQUIREMENTS
Role: Habilitation Specialist / Direct Support Professional
Requirements:
High school diploma or GED minimum (some programs may require higher education or specialized certifications)
Completion of training in habilitation support, person-centered planning, and disability rights
CPR/First Aid certification
Background check clearance
Supervised experience or orientation by agency leadership
All staff must receive:
Annual training in behavior support, communication strategies, and community inclusion
Abuse/neglect prevention, infection control, and HIPAA compliance
Ongoing evaluation and documentation skills training
7. MEDICAID PROGRAMS THAT COVER HABILITATION SERVICES
IRIS Waiver: Participant-directed habilitation supports under a customized budget and care plan
Family Care / Partnership: Habilitation and prevocational services funded through MCOs
Children’s Long-Term Support (CLTS) Waiver: Habilitative services for eligible children with developmental or physical disabilities
CCOP (Children’s Community Options Program): Supplemental supports that may include habilitation components
Note: All habilitative services must be part of an authorized ISP or Plan of Care, with measurable goals and progress documentation.
8. TIMELINE TO LAUNCH
Phase: Business Registration & Manual Development
Timeline: 2–4 weeks
Phase: Staff Recruitment & Documentation Setup
Timeline: 30–45 days
Phase: Medicaid/Waiver Enrollment & Contracts
Timeline: 1–3 months
Phase: Begin Services Upon Plan Approval
Timeline: Services may start once participants are approved through IRIS or MCOs
9. CONTACT INFORMATION
ForwardHealth Medicaid Portal
Website: https://www.forwardhealth.wi.gov
DHS Waiver Services
Website: https://www.dhs.wisconsin.gov/long-term-care-support.htm
IRIS Program
Website: https://www.dhs.wisconsin.gov/iris
MCO Network Contact Directory
Website: https://www.dhs.wisconsin.gov/familycare/mcos.htm
WAIVER CONSULTING GROUP’S START-UP ASSISTANCE SERVICE — WISCONSIN HABILITATION SERVICES PROVIDER
WCG helps entrepreneurs and agencies establish high-quality habilitation services with the operational, regulatory, and training support needed to launch and grow.
Scope of Work:
ForwardHealth and waiver provider enrollment
Habilitation Services P&P Manual development
Service documentation templates and outcome tools
Staff onboarding packets and training resources
Behavior support and skill-building curriculum guidance
Progress tracking and audit readiness support

Adult Health Care
ADULT HEALTH CARE SERVICES PROVIDER IN WISCONSIN
PROMOTING WELLNESS, FUNCTIONAL INDEPENDENCE, AND COMMUNITY INTEGRATION FOR ADULTS WITH CHRONIC CONDITIONS OR DISABILITIES
Adult Health Care Services in Wisconsin focus on enhancing the physical, emotional, and cognitive well-being of adults with disabilities, chronic illnesses, or aging-related conditions. These services support individuals in managing their health, improving functional abilities, and participating in meaningful community activities.
Covered under Wisconsin’s Medicaid Home and Community-Based Services (HCBS) Waivers — including IRIS, Family Care, and the Community Options Program — Adult Health Care Services must be tailored to each individual’s assessed needs and detailed in a person-centered plan.
1. GOVERNING AGENCIES
Agency: Wisconsin Department of Health Services (DHS)
Role: Sets policy, eligibility criteria, and standards for adult health services under waiver programs.
Agency: ForwardHealth
Role: Processes Medicaid provider applications, service authorizations, and reimbursements.
Agency: IRIS Consultant Agencies / Managed Care Organizations (MCOs)
Role: Approve adult health care services in individualized service plans (ISPs) and monitor outcomes.
2. ADULT HEALTH CARE SERVICES OVERVIEW
Adult Health Care Services are structured activities and health-related interventions that help participants improve or maintain functional abilities and reduce reliance on higher levels of care.
Covered services may include:
Health education and self-management training
Nutritional guidance and meal planning
Physical activity or mobility maintenance
Medication and chronic disease self-monitoring
Cognitive stimulation activities
Basic personal care (in certain structured settings)
Mental wellness support and coping strategies
Community resource navigation and referrals
Services are typically provided in an adult day center, structured group setting, or the individual’s home, depending on the waiver program and participant’s needs.
3. LICENSING & PROVIDER APPROVAL REQUIREMENTS
Prerequisites:
Register with the Wisconsin Department of Financial Institutions (DFI)
Obtain a Federal EIN and Type 2 NPI
Apply for enrollment with ForwardHealth
Apply to serve participants under IRIS, Family Care, or Partnership
Hire qualified staff with background checks and required training
Develop an Adult Health Care Services Policy & Procedure Manual
Secure appropriate insurance coverage and staffing structure
Licensure may be required if delivering services in an Adult Day Health Center or in combination with personal care or skilled nursing supports.
4. WISCONSIN PROVIDER ENROLLMENT PROCESS
Step 1: Register business and obtain EIN/NPI
Step 2: Apply to ForwardHealth as a community-based services provider
Step 3: Submit P&P Manual, staffing plan, and relevant documentation
Step 4: Apply to IRIS Fiscal Employer Agents and/or MCO networks
Step 5: Complete required provider orientation or training modules
Step 6: Begin services upon authorization through participant ISP
5. REQUIRED DOCUMENTATION
ForwardHealth enrollment documentation
Adult Health Care Services Policy & Procedure Manual covering:
Program goals, structure, and staffing
Daily activity plans and engagement tracking
Participant assessments and ISP alignment
Health and safety protocols
Medication administration (if applicable)
HIPAA and confidentiality standards
Incident response and emergency procedures
Progress notes and charting templates
Staff credentialing logs and training verification
6. STAFFING REQUIREMENTS
Role: Adult Health Care Program Staff / Facilitators
Requirements:
Experience in health, human services, or community care
Completion of CPR/First Aid, infection control, and confidentiality training
Background check clearance
Ongoing professional development in aging, disability, or behavioral support
Role: Program Nurse or Health Consultant (if needed)
Requirements:
Wisconsin RN or LPN license
Available to oversee health-related programming and documentation
Optional for non-medical models, required if performing health assessments or clinical tasks
7. MEDICAID PROGRAMS THAT COVER ADULT HEALTH CARE SERVICES
IRIS Waiver: Participant-directed health promotion and adult day services
Family Care / Partnership: MCO-funded services delivered in structured or home-based settings
Community Options Program (COP): Locally administered support for individuals who qualify
Program of All-Inclusive Care for the Elderly (PACE): In select regions for seniors needing coordinated services
Note: All services must be aligned with the participant’s assessed needs and included in an approved service or support plan.
8. TIMELINE TO LAUNCH
Phase: Business & P&P Manual Development
Timeline: 3–4 weeks
Phase: Staff Hiring & Compliance Readiness
Timeline: 30–60 days
Phase: Waiver Enrollment (IRIS / MCO)
Timeline: 2–3 months
Phase: Program Launch
Timeline: After approval of participant ISPs and authorization
9. CONTACT INFORMATION
ForwardHealth Medicaid Portal
Website: https://www.forwardhealth.wi.gov
DHS HCBS Provider Resources
Website: https://www.dhs.wisconsin.gov/long-term-care-support.htm
IRIS Program Information
Website: https://www.dhs.wisconsin.gov/iris
MCO Provider Networks
Website: https://www.dhs.wisconsin.gov/familycare/mcos.htm
WAIVER CONSULTING GROUP’S START-UP ASSISTANCE SERVICE — WISCONSIN ADULT HEALTH CARE SERVICES
WCG helps agencies launch Adult Health Care programs that improve quality of life for adults with disabilities or chronic health needs.
Scope of Work:
ForwardHealth and waiver program enrollment
Adult Health Services P&P Manual development
Program structure, service planning, and compliance templates
Staff onboarding tools and background check systems
Health tracking logs, activity plans, and charting formats
Billing, documentation, and audit support

Assistive Technology
ASSISTIVE TECHNOLOGY SERVICES PROVIDER IN WISCONSIN
ENABLING INDEPENDENCE AND ACCESS THROUGH TECHNOLOGY SOLUTIONS TAILORED TO INDIVIDUAL NEEDS
Assistive Technology (AT) Services in Wisconsin provide individuals with disabilities access to tools and devices that promote greater independence, safety, communication, mobility, and participation in home and community life. These services include both the provision of assistive devices and the evaluation, training, and customization needed to ensure effective use.
Covered under Wisconsin Medicaid Waivers such as IRIS, Family Care, and the Children’s Long-Term Support (CLTS) Waiver, assistive technology must be authorized through a participant’s Individualized Service Plan (ISP) or Plan of Care and demonstrate a clear functional need.
1. GOVERNING AGENCIES
Agency: Wisconsin Department of Health Services (DHS)
Role: Establishes policy for AT under Medicaid waiver programs and monitors service compliance.
Agency: ForwardHealth
Role: Manages Medicaid enrollment, service authorizations, and payment for eligible AT services and devices.
Agency: IRIS Consultant Agencies / Managed Care Organizations (MCOs)
Role: Authorize funding for AT based on assessments, service plans, and justification of medical or functional need.
Agency: Wisconsin Assistive Technology Program (WisTech)
Role: Provides guidance, demonstrations, and loan programs for assistive technology across the state.
2. ASSISTIVE TECHNOLOGY SERVICES OVERVIEW
Assistive Technology includes both devices and services that help individuals perform functions that might otherwise be difficult or impossible due to a disability.
Covered devices and services may include:
Communication devices (e.g., speech-generating tablets)
Environmental control systems (e.g., smart home access tools)
Adaptive switches and controls for mobility equipment
Specialized seating, positioning, or ergonomic supports
Augmentative and alternative communication (AAC) systems
Cognitive aids and memory supports
Vision/hearing-related technologies (e.g., screen readers, alert systems)
Assessments, customization, installation, and training on AT use
Devices must be individualized, cost-effective, and tied to improved independence or safety goals outlined in the care plan.
3. LICENSING & PROVIDER APPROVAL REQUIREMENTS
Prerequisites:
Register your business with the Wisconsin Department of Financial Institutions (DFI)
Obtain a Federal EIN and Type 2 NPI
Apply for ForwardHealth enrollment under appropriate AT or DME (Durable Medical Equipment) categories
Develop a service-specific Assistive Technology Policy & Procedure Manual
Partner or subcontract with licensed professionals for evaluations (e.g., Occupational Therapists, Speech Pathologists, ATP-certified specialists)
Obtain any applicable DME licenses or durable goods distribution authorizations (as needed)
Maintain liability insurance, client education protocols, and return/exchange procedures
4. WISCONSIN PROVIDER ENROLLMENT PROCESS
Step 1: Register business and secure EIN/NPI
Step 2: Enroll with ForwardHealth under AT/DME provider type
Step 3: Submit P&P Manual, staff qualifications, and documentation templates
Step 4: Enroll with IRIS FEAs and MCO networks as a waiver service provider
Step 5: Coordinate with professionals (e.g., OTs, SLPs) for AT evaluations if required
Step 6: Begin service provision upon authorization of AT need in care plan and device justification
5. REQUIRED DOCUMENTATION
Business registration and ForwardHealth provider ID
AT Services Policy & Procedure Manual including:
Device evaluation and recommendation process
Participant training protocols
Repair and maintenance policy
Return/exchange and warranty tracking
HIPAA and confidentiality compliance
Device delivery, setup, and training logs
Outcome monitoring and service effectiveness forms
Client rights and complaint resolution policies
Documentation templates for:
Justification of need
AT delivery and training checklists
Evaluation summaries and follow-up assessments
6. STAFFING REQUIREMENTS
Role: Assistive Technology Specialist / Technician
Requirements:
Experience with AT installation, customization, or device programming
Onboarding training in Medicaid waiver policies, documentation, and confidentiality
Background check clearance and CPR/First Aid (if working directly in homes)
Role: Licensed Evaluator (e.g., OT, PT, SLP, or ATP Certified)
Requirements:
Wisconsin license in respective profession
Must conduct assessments and make formal recommendations
Required for certain high-cost or complex device justifications under IRIS, MCOs, or CLTS
All staff must be trained in:
Equipment safety and troubleshooting
Participant-centered instruction
HIPAA, documentation, and reporting
Abuse and neglect prevention
7. MEDICAID PROGRAMS THAT COVER ASSISTIVE TECHNOLOGY
IRIS Waiver: Participant-directed AT with evaluator recommendation and Fiscal Employer Agent approval
Family Care / Partnership: MCO-authorized AT based on care team recommendation
Children’s Long-Term Support (CLTS) Waiver: Covers a wide range of AT and supports for eligible children
Katie Beckett Program (via CLTS): May allow for AT access for children with complex needs not otherwise Medicaid-eligible
Note: AT purchases must be cost-effective, necessary for achieving care plan goals, and supported by proper justification. Ongoing training and support may be included.
8. TIMELINE TO LAUNCH
Phase: Business Registration & Policy Manual Development
Timeline: 2–3 weeks
Phase: Licensing/Enrollment and Partnerships (OTs/ATPs)
Timeline: 30–45 days
Phase: ForwardHealth and Waiver Program Enrollment
Timeline: 2–3 months
Phase: Begin Services
Timeline: Upon service authorization and fulfillment of any evaluation or justification requirements
9. CONTACT INFORMATION
ForwardHealth Provider Enrollment
Website: https://www.forwardhealth.wi.gov
Wisconsin DHS – Assistive Technology Overview
Website: https://www.dhs.wisconsin.gov/children/assistive-technology.htm
WisTech (Wisconsin Assistive Technology Program)
Website: https://www.dhs.wisconsin.gov/disabilities/wistech.htm
IRIS Program Overview
Website: https://www.dhs.wisconsin.gov/iris
WAIVER CONSULTING GROUP’S START-UP ASSISTANCE SERVICE — WISCONSIN ASSISTIVE TECHNOLOGY PROVIDER
WCG helps device vendors, AT consultants, and community agencies offer life-changing assistive technology solutions across Wisconsin’s waiver programs.
Scope of Work:
ForwardHealth enrollment under AT and/or DME
AT Policy & Procedure Manual development
Evaluation and recommendation form templates
Vendor-client agreement and warranty documentation
Staff credentialing and training protocols
Setup, delivery, and instruction workflows
Compliance and audit readiness support

Behavioral Health
BEHAVIORAL HEALTH SERVICES PROVIDER IN WISCONSIN
SUPPORTING MENTAL HEALTH, EMOTIONAL WELLNESS, AND BEHAVIORAL STABILITY FOR INDIVIDUALS IN HOME AND COMMUNITY SETTINGS
Behavioral Health Services in Wisconsin provide essential mental health and behavioral supports to individuals with emotional disorders, psychiatric diagnoses, developmental disabilities, or behavioral challenges. These services are designed to stabilize functioning, support recovery, and reduce reliance on institutional care by delivering person-centered treatment and skill-building in home, community, or outpatient settings.
Covered under Wisconsin’s Medicaid State Plan and Home and Community-Based Services (HCBS) Waivers such as IRIS, Family Care, and the Children’s Long-Term Support (CLTS) Waiver, behavioral health interventions must be evidence-based, clinically appropriate, and aligned with each individual’s treatment or service plan.
1. GOVERNING AGENCIES
Agency: Wisconsin Department of Health Services (DHS)
Role: Regulates behavioral health provider qualifications, licensing, and Medicaid reimbursement under state and federal requirements.
Agency: ForwardHealth
Role: Processes Medicaid provider enrollment, authorizations, and billing for behavioral health services.
Agency: IRIS Consultant Agencies / Managed Care Organizations (MCOs)
Role: Approve waiver-based behavioral health services and monitor implementation based on participant needs and service plans.
Agency: Wisconsin Department of Safety and Professional Services (DSPS)
Role: Licenses clinical professionals such as therapists, psychologists, and counselors.
2. BEHAVIORAL HEALTH SERVICES OVERVIEW
Behavioral health services aim to treat mental, emotional, and behavioral disorders, while improving coping strategies, social integration, and quality of life.
Covered services may include:
Individual, group, or family psychotherapy
Behavioral therapy and applied behavior analysis (ABA)
Crisis intervention and de-escalation support
Psychiatric assessments and medication management
Case management and treatment planning
Skill-building for emotion regulation, self-advocacy, and daily functioning
In-home or community-based behavioral supports
Peer support and recovery coaching (for some adult populations)
Services must be tailored to each participant’s behavioral health diagnosis, functional challenges, and identified treatment goals.
3. LICENSING & PROVIDER APPROVAL REQUIREMENTS
Prerequisites:
Register with the Wisconsin Department of Financial Institutions (DFI)
Obtain a Federal EIN and Type 2 NPI
Employ or contract licensed behavioral health professionals (e.g., LCSW, LPC, LMFT, Psychologist, BCBA)
Enroll with ForwardHealth as a mental health clinic or therapy provider
Apply to participate in IRIS and/or MCO provider networks
Create a Behavioral Health Services Policy & Procedure Manual
Maintain professional liability insurance and ensure all staff meet credentialing and supervision standards
Licensure through DSPS is mandatory for all clinical professionals providing mental health or behavioral treatment.
4. WISCONSIN PROVIDER ENROLLMENT PROCESS
Step 1: Register business and obtain EIN/NPI
Step 2: Apply to ForwardHealth as a mental health or behavioral treatment provider
Step 3: Submit documentation, including licenses, staff rosters, and your P&P Manual
Step 4: Apply for waiver service authorization with IRIS FEAs and/or MCOs
Step 5: Complete any required training (e.g., HIPAA, cultural competency)
Step 6: Begin services after treatment plan approval and prior authorization (if required)
5. REQUIRED DOCUMENTATION
ForwardHealth enrollment application
Behavioral Health Services P&P Manual covering:
Intake and diagnostic assessment processes
Treatment planning and review protocols
Crisis intervention and safety planning procedures
HIPAA compliance and client confidentiality
Documentation standards for session notes and progress reports
Clinical supervision policies and scope of practice by role
Incident reporting, de-escalation, and follow-up
Discharge planning and continuity of care
Staff credentialing records and background checks
Participant service agreements and rights forms
6. STAFFING REQUIREMENTS
Role: Licensed Therapist or Counselor (LCSW, LPC, LMFT, etc.)
Requirements:
Active Wisconsin licensure through DSPS
Training in trauma-informed care, documentation, and safety planning
Responsible for assessments, therapy, and treatment plan development
Role: Behavioral Support Specialist / Technician
Requirements:
Bachelor's degree in psychology, social work, or related field preferred
Must work under clinical supervision
Provides direct in-home or community-based behavioral supports
Role: Board Certified Behavior Analyst (BCBA) – for ABA
Requirements:
National BCBA certification and Wisconsin license
Required for developing and supervising ABA therapy plans
All staff must complete:
HIPAA and confidentiality training
Emergency response and crisis management
Cultural competency and disability sensitivity training
Abuse and neglect prevention
7. MEDICAID PROGRAMS THAT COVER BEHAVIORAL HEALTH SERVICES
ForwardHealth State Plan Medicaid: Mental health clinic, outpatient counseling, medication management
IRIS Waiver: Participant-directed behavioral supports with prior approval
Family Care / Partnership: MCO-authorized mental health and behavioral treatment services
Children’s Long-Term Support (CLTS) Waiver: Behavioral supports, ABA, and counseling for children with developmental and mental health needs
Children Come First (CCF): Wraparound services for youth with high behavioral health needs
Note: Services must be medically necessary, supported by diagnosis, and included in a treatment plan with documented progress.
8. TIMELINE TO LAUNCH
Phase: Business Registration & Licensing Setup
Timeline: 3–4 weeks
Phase: Provider Enrollment & Policy Development
Timeline: 45–60 days
Phase: Waiver and Medicaid Network Approvals
Timeline: 2–3 months
Phase: Service Delivery
Timeline: Begins after service plan or treatment plan is authorized and staff are credentialed
9. CONTACT INFORMATION
ForwardHealth Provider Portal
Website: https://www.forwardhealth.wi.gov
DHS Behavioral Health Services
Website: https://www.dhs.wisconsin.gov/mh/index.htm
DSPS License Lookup and Applications
Website: https://dsps.wi.gov
IRIS Program
Website: https://www.dhs.wisconsin.gov/iris
MCO Directory – Family Care Providers
Website: https://www.dhs.wisconsin.gov/familycare/mcos.htm
WAIVER CONSULTING GROUP’S START-UP ASSISTANCE SERVICE — WISCONSIN BEHAVIORAL HEALTH PROVIDER
WCG assists licensed professionals and agencies in launching compliant, high-quality behavioral health services under Wisconsin Medicaid and waiver programs.
Scope of Work:
ForwardHealth and waiver program enrollment
Behavioral Health P&P Manual creation
Treatment plan, progress note, and supervision log templates
Staff credentialing, licensing, and clinical documentation setup
Safety, privacy, and HIPAA compliance tools
Audit readiness and performance monitoring support

Home Modification
HOME MODIFICATION SERVICES PROVIDER IN WISCONSIN
CREATING SAFE, ACCESSIBLE, AND FUNCTIONAL LIVING SPACES FOR INDIVIDUALS WITH DISABILITIES AND MOBILITY CHALLENGES
Home Modification Services in Wisconsin are designed to support individuals with disabilities, chronic conditions, or age-related mobility limitations by making their homes safer, more accessible, and better suited to their needs. These physical adaptations enable individuals to remain in their homes, maintain independence, and reduce the risk of institutionalization.
Home modifications are funded through Wisconsin Medicaid Waivers, including IRIS, Family Care, Partnership, and the Children’s Long-Term Support (CLTS) Waiver. All modifications must be tied to functional needs identified in the participant’s Individualized Service Plan (ISP) or Plan of Care and authorized by the waiver program.
1. GOVERNING AGENCIES
Agency: Wisconsin Department of Health Services (DHS)
Role: Establishes waiver rules and standards for home modifications under Medicaid.
Agency: ForwardHealth
Role: Administers Medicaid provider enrollment, billing, and reimbursement for waiver-authorized services.
Agency: IRIS Consultant Agencies / Managed Care Organizations (MCOs)
Role: Assess functional need, approve modifications through participant service plans, and oversee quality.
Agency: Wisconsin Department of Safety and Professional Services (DSPS)
Role: Regulates licensed trades such as plumbers, electricians, and contractors performing structural work.
2. HOME MODIFICATION SERVICES OVERVIEW
Home modifications are physical changes to a person’s residence that enable safe and functional access to essential areas of the home.
Covered modifications may include:
Wheelchair ramps and widened doorways
Roll-in showers, grab bars, and bathroom safety features
Stair lifts, vertical platform lifts, and handrails
Lever-style handles and remote door openers
Lowered countertops and accessible cabinetry
Non-slip flooring and lighting enhancements
Specialized HVAC adjustments (if medically necessary)
Minor plumbing or electrical changes to support accessibility
All projects must be directly related to the participant’s disability, promote functional independence, and meet cost-effectiveness standards. Luxury upgrades, general home repairs, or work unrelated to disability needs are not covered.
3. LICENSING & PROVIDER APPROVAL REQUIREMENTS
Prerequisites:
Register business with Wisconsin Department of Financial Institutions (DFI)
Obtain a Federal EIN and Type 2 NPI (if applicable)
Apply for provider status with ForwardHealth and waiver programs
Hire or contract licensed builders, plumbers, or electricians as required
Develop a Home Modification Services Policy & Procedure Manual
Maintain liability insurance and permits for residential construction
Ensure ADA compliance and alignment with waiver cost and scope guidelines
Providers may be contractors, occupational therapists, or vendors working in partnership with waiver agencies.
4. WISCONSIN PROVIDER ENROLLMENT PROCESS
Step 1: Register business and obtain EIN/NPI
Step 2: Apply to ForwardHealth and/or relevant waiver programs
Step 3: Submit documentation (business credentials, P&P Manual, trade licenses)
Step 4: Register with IRIS FEAs and MCO networks for waiver service delivery
Step 5: Complete any necessary provider orientation or site-specific training
Step 6: Begin services once a home modification is authorized by care team
5. REQUIRED DOCUMENTATION
ForwardHealth and waiver provider approval documentation
Home Modification Services Policy & Procedure Manual including:
Scope of work review and home assessment protocols
Cost estimate and invoice documentation standards
Participant and contractor agreement templates
Licensing and building code compliance checklists
Warranty, repair, and maintenance policies
Pre- and post-modification inspection documentation
Safety standards and ADA compliance review
Staff background checks and subcontractor verification
Templates for contractor bids, approvals, and before/after photos
6. STAFFING REQUIREMENTS
Role: Home Modification Contractor / Vendor
Requirements:
Proper trade licenses (e.g., general contractor, plumber, electrician)
Liability insurance and bonding (if applicable)
Experience with ADA-compliant remodeling and Medicaid waiver documentation
Background check and subcontractor screening
Role: Occupational Therapist (when needed for evaluation)
Requirements:
Wisconsin OT license
Writes functional home modification recommendations tied to participant needs
Collaborates with builders and waiver team
All staff must be familiar with:
Waiver funding limitations
Safety protocols during residential work
Documentation and billing processes
Disability rights and accessibility principles
7. MEDICAID PROGRAMS THAT COVER HOME MODIFICATIONS
IRIS Waiver: Participant-directed home modifications with budget and FEA approval
Family Care / Partnership: MCO-authorized adaptations based on functional assessment
Children’s Long-Term Support (CLTS) Waiver: Covers accessibility-related changes for children
Community Options Program (COP): May offer limited funds for accessibility retrofitting
Note: Home modification requests must be supported by documented need, cost estimates, and review by the care team. Projects must be the most cost-effective option that meets the participant’s goals.
8. TIMELINE TO LAUNCH
Phase: Business Registration & P&P Manual Development
Timeline: 2–3 weeks
Phase: Licensing and Contractor Credentialing
Timeline: 30–45 days
Phase: Enrollment with Waiver Programs (IRIS, MCOs)
Timeline: 1–3 months
Phase: Service Delivery
Timeline: Begins after service authorization, site assessment, and bid approval
9. CONTACT INFORMATION
ForwardHealth Provider Portal
Website: https://www.forwardhealth.wi.gov
Wisconsin DHS – Waiver Services Overview
Website: https://www.dhs.wisconsin.gov/long-term-care-support.htm
IRIS Home Modifications Info
Website: https://www.dhs.wisconsin.gov/iris
Wisconsin DSPS – Contractor Licensing
Website: https://dsps.wi.gov
WAIVER CONSULTING GROUP’S START-UP ASSISTANCE SERVICE — WISCONSIN HOME MODIFICATION PROVIDER
WCG assists remodeling firms, contractors, and OT-led businesses in launching compliant, Medicaid-approved home modification services for Wisconsin’s waiver populations.
Scope of Work:
Waiver enrollment and provider setup
Home Modifications Policy & Procedure Manual
Cost estimate, invoice, and bid templates
Functional needs assessment and OT referral tools
Compliance with ADA and safety regulations
Documentation workflows and warranty guidance

Nursing Facility Transition
NURSING FACILITY TRANSITION SERVICES PROVIDER IN WISCONSIN
SUPPORTING INDIVIDUALS TO SAFELY TRANSITION FROM INSTITUTIONAL CARE TO HOME AND COMMUNITY LIVING
Nursing Facility Transition (NFT) Services in Wisconsin help individuals with disabilities, chronic conditions, or aging-related needs move from institutional settings—such as nursing homes—into community-based housing and supports. These services are person-centered and aim to promote dignity, independence, and long-term community integration.
NFT Services are authorized through Wisconsin’s Home and Community-Based Services (HCBS) Waivers including IRIS, Family Care, Partnership, and the Children’s Long-Term Support (CLTS) Waiver. The goal is to provide a seamless transition plan that includes housing, services, and essential supplies tailored to the individual’s functional needs and preferences.
1. GOVERNING AGENCIES
Agency: Wisconsin Department of Health Services (DHS)
Role: Establishes Medicaid waiver policy, service definitions, and oversight of NFT-related programs.
Agency: ForwardHealth
Role: Manages Medicaid provider enrollment, service billing, and reimbursement.
Agency: IRIS Consultant Agencies / Managed Care Organizations (MCOs)
Role: Coordinate transition plans, authorize services, and monitor progress post-discharge.
Agency: Aging and Disability Resource Centers (ADRCs)
Role: Help identify candidates for transition, complete screenings, and initiate referral processes.
2. NURSING FACILITY TRANSITION SERVICES OVERVIEW
NFT Services are designed to support individuals transitioning from a facility into a more integrated living setting by addressing both logistical and supportive needs.
Covered services may include:
Pre-transition assessment and discharge planning
Securing accessible housing (application support, security deposits)
Household setup (furniture, kitchenware, linens)
Basic supplies and equipment (ADL aids, safety devices)
One-time transition-related expenses (e.g., utility setup, moving fees)
Service coordination and referrals for community-based care
Advocacy and education around rights, benefits, and independent living
Post-transition check-ins to ensure stability and safety
All supports must be individualized, cost-effective, and documented in the participant’s service plan with clear transition goals.
3. LICENSING & PROVIDER APPROVAL REQUIREMENTS
Prerequisites:
Register with the Wisconsin Department of Financial Institutions (DFI)
Obtain a Federal EIN and Type 2 NPI
Apply for ForwardHealth and waiver program enrollment
Hire or contract qualified transition specialists or case managers
Develop a Nursing Facility Transition Policy & Procedure Manual
Maintain insurance, documentation systems, and service tracking tools
Complete background checks for all staff providing in-home or personal assistance
Licensing is generally not required unless the agency provides clinical services or transportation that requires specific certifications.
4. WISCONSIN PROVIDER ENROLLMENT PROCESS
Step 1: Register business and obtain EIN/NPI
Step 2: Apply to ForwardHealth and IRIS/MCOs for NFT provider approval
Step 3: Submit your NFT-specific P&P Manual and staff qualifications
Step 4: Build partnerships with housing providers, ADRCs, and community services
Step 5: Complete any required waiver training or orientation
Step 6: Begin providing transition support upon ISP approval
5. REQUIRED DOCUMENTATION
ForwardHealth and waiver enrollment documentation
NFT Services Policy & Procedure Manual including:
Pre-transition assessment tools
Housing search and landlord coordination protocols
Financial tracking forms for transition-related purchases
Home setup and safety inspection checklists
Participant education materials and transition checklists
Emergency plans and follow-up schedules
HIPAA compliance and participant rights documentation
Grievance reporting and resolution procedures
Templates for budget requests, receipts, move-in records, and success tracking
6. STAFFING REQUIREMENTS
Role: Transition Specialist / Case Coordinator
Requirements:
Background in social work, human services, or community care
Experience with housing supports, Medicaid waivers, and independent living skills
Must complete training in disability rights, HIPAA, abuse prevention, and transition planning
Familiarity with community-based resources and ADRC referrals
All staff must receive:
Emergency and safety training for in-home environments
Documentation and service plan alignment protocols
Annual updates in Medicaid program changes and tenant rights education
7. MEDICAID PROGRAMS THAT COVER NURSING FACILITY TRANSITION SERVICES
IRIS Waiver: Offers individualized transition planning, one-time expenses, and flexible budgeting
Family Care / Partnership: MCO-funded NFT supports based on member assessments
Children’s Long-Term Support (CLTS) Waiver: Covers transition from pediatric institutions to family or group living settings
Money Follows the Person (MFP): Federally funded program supporting transitions for eligible individuals (may be layered with IRIS or Family Care)
Aging and Disability Resource Centers (ADRCs): Partner in identifying, referring, and supporting eligible individuals
Note: All services must be approved in advance, linked to a transition plan, and monitored for outcomes and participant satisfaction.
8. TIMELINE TO LAUNCH
Phase: Business Registration & Manual Development
Timeline: 2–3 weeks
Phase: Staffing & Documentation Systems Setup
Timeline: 30–45 days
Phase: Medicaid & Waiver Enrollment
Timeline: 1–3 months
Phase: Service Launch
Timeline: Begins after ISP approval and transition coordination with facility
9. CONTACT INFORMATION
ForwardHealth Provider Portal
Website: https://www.forwardhealth.wi.gov
Wisconsin DHS Long-Term Care Programs
Website: https://www.dhs.wisconsin.gov/long-term-care-support.htm
IRIS Program Information
Website: https://www.dhs.wisconsin.gov/iris
Family Care MCO Directory
Website: https://www.dhs.wisconsin.gov/familycare/mcos.htm
Aging and Disability Resource Centers (ADRC)
Website: https://www.dhs.wisconsin.gov/adrc
WAIVER CONSULTING GROUP’S START-UP ASSISTANCE SERVICE — WISCONSIN NURSING FACILITY TRANSITION PROVIDER
WCG equips community-based organizations and agencies to offer effective transition services that align with Medicaid waiver standards and meet the needs of individuals seeking greater independence.
Scope of Work:
ForwardHealth and waiver program enrollment
NFT-specific Policy & Procedure Manual development
Transition planning templates, budget forms, and housing checklists
Staff onboarding materials and resource guides
Compliance, documentation, and success tracking support
Community partnership strategies with ADRCs and housing entities

Community Integration
COMMUNITY INTEGRATION SERVICES PROVIDER IN WISCONSIN
EMPOWERING INDIVIDUALS TO PARTICIPATE FULLY IN COMMUNITY LIFE THROUGH PERSON-CENTERED SUPPORTS AND ENGAGEMENT
Community Integration Services in Wisconsin help individuals with disabilities, mental health conditions, or aging-related challenges build meaningful connections, gain independence, and engage in everyday life activities. These services are essential for fostering inclusion, reducing isolation, and promoting the rights of individuals to live, work, and participate in the community on their own terms.
Covered under Wisconsin’s Medicaid Home and Community-Based Services (HCBS) Waivers—including IRIS, Family Care, and the Children’s Long-Term Support (CLTS) Waiver—community integration services are tailored to each individual’s preferences and outlined in their Individualized Service Plan (ISP).
1. GOVERNING AGENCIES
Agency: Wisconsin Department of Health Services (DHS)
Role: Establishes Medicaid policy, service guidelines, and oversight for community-based services.
Agency: ForwardHealth
Role: Manages Medicaid provider enrollment, claims processing, and waiver reimbursement.
Agency: IRIS Consultant Agencies / Managed Care Organizations (MCOs)
Role: Approve service plans, monitor outcomes, and authorize community integration supports.
Agency: Aging and Disability Resource Centers (ADRCs)
Role: Provide referrals and community connections to ensure access to local resources and social opportunities.
2. COMMUNITY INTEGRATION SERVICES OVERVIEW
Community Integration Services promote involvement in civic, social, recreational, volunteer, or employment-related activities based on the individual’s goals, values, and interests.
Covered supports may include:
Participation in recreation, arts, spiritual, or cultural events
Volunteer work and job-readiness activities
Support attending community classes or clubs
Social skills development and peer interaction opportunities
Transportation assistance to community sites
One-on-one coaching for navigating social settings
Developing independent use of public resources (e.g., libraries, gyms, transit)
Supporting choice, autonomy, and advocacy in public life
Services must be individualized, build toward increased independence, and align with broader community inclusion goals outlined in the care plan.
3. LICENSING & PROVIDER APPROVAL REQUIREMENTS
Prerequisites:
Register with the Wisconsin Department of Financial Institutions (DFI)
Obtain a Federal EIN and Type 2 NPI
Apply for ForwardHealth and waiver program enrollment
Hire qualified direct support staff trained in community-based service delivery
Develop a Community Integration Services Policy & Procedure Manual
Maintain liability insurance, transportation safety protocols (if applicable), and documentation systems
Conduct criminal background checks for all staff
Licensure is not typically required unless services include personal care or clinical interventions.
4. WISCONSIN PROVIDER ENROLLMENT PROCESS
Step 1: Register business and obtain EIN/NPI
Step 2: Apply to ForwardHealth and enroll with IRIS/MCO waiver programs
Step 3: Submit documentation including P&P Manual and staff training protocols
Step 4: Complete provider training or orientation through applicable programs
Step 5: Begin services once the participant’s ISP or support plan is approved
5. REQUIRED DOCUMENTATION
Provider enrollment confirmation
Community Integration Services Policy & Procedure Manual, including:
Person-centered planning and activity tracking
Social-emotional development strategies
Transportation coordination and supervision policies
Participant rights, choice, and dignity protocols
Safety procedures for outings and events
Progress documentation and participation logs
Community partner engagement and feedback tools
Cultural competency and inclusion policies
Staff onboarding materials and background check records
Templates for activity planning, daily notes, and service reporting
6. STAFFING REQUIREMENTS
Role: Community Support Specialist / Integration Facilitator
Requirements:
High school diploma or GED (associate’s or bachelor’s in human services preferred)
Experience supporting individuals with disabilities in community settings
CPR/First Aid certification
Background check and abuse prevention training
Transportation safety and client supervision protocols (if providing transportation)
All staff must complete:
Training in disability rights, person-centered practices, and HIPAA
Annual continuing education in inclusion, safety, and effective communication
Supervision and documentation procedures
7. MEDICAID PROGRAMS THAT COVER COMMUNITY INTEGRATION SERVICES
IRIS Waiver: Participant-directed supports for individualized community activities
Family Care / Partnership: MCO-authorized services aligned with long-term care goals
Children’s Long-Term Support (CLTS) Waiver: Community inclusion activities for children with developmental disabilities
Children Come First (CCF): Wraparound program with a focus on community-based support
Program for All-Inclusive Care for the Elderly (PACE): Limited availability for seniors seeking community engagement
Note: All services must be based on a functional need identified in the ISP, with clear documentation of outcomes, preferences, and risk mitigation strategies.
8. TIMELINE TO LAUNCH
Phase: Business Registration & Policy Manual Development
Timeline: 2–3 weeks
Phase: Staff Hiring & Training
Timeline: 30–45 days
Phase: Waiver Enrollment (IRIS, MCOs, CLTS)
Timeline: 1–3 months
Phase: Launch of Services
Timeline: Begins upon service plan approval and participant referral
9. CONTACT INFORMATION
ForwardHealth Provider Enrollment
Website: https://www.forwardhealth.wi.gov
DHS Long-Term Care and Waiver Program Resources
Website: https://www.dhs.wisconsin.gov/long-term-care-support.htm
IRIS Program Overview
Website: https://www.dhs.wisconsin.gov/iris
Family Care MCO Directory
Website: https://www.dhs.wisconsin.gov/familycare/mcos.htm
WAIVER CONSULTING GROUP’S START-UP ASSISTANCE SERVICE — WISCONSIN COMMUNITY INTEGRATION PROVIDER
WCG supports community-focused agencies and direct support providers with tools and templates to launch high-quality community integration services that promote inclusion, independence, and lasting impact.
Scope of Work:
ForwardHealth and waiver enrollment support
Community Integration P&P Manual development
Activity planning forms and documentation tools
Staff onboarding, training logs, and safety procedures
Transportation and supervision templates
Compliance, charting, and outcome tracking support

Homemaker
HOMEMAKER SERVICES PROVIDER IN WISCONSIN
SUPPORTING DAILY LIVING AND SAFE HOME ENVIRONMENTS FOR INDIVIDUALS WITH DISABILITIES, CHRONIC CONDITIONS, OR AGE-RELATED NEEDS
Homemaker Services in Wisconsin provide essential assistance with routine household tasks that individuals may be unable to perform independently due to physical, cognitive, or developmental limitations. These services are intended to support clean, safe, and functional living environments while enabling individuals to continue living in their homes and participating in their communities.
Homemaker services are covered under Wisconsin’s Medicaid Home and Community-Based Services (HCBS) Waivers, including IRIS, Family Care, and the Children’s Long-Term Support (CLTS) Waiver. Services must be authorized within an Individualized Service Plan (ISP) or Plan of Care and delivered in accordance with person-centered principles.
1. GOVERNING AGENCIES
Agency: Wisconsin Department of Health Services (DHS)
Role: Defines policy, eligibility, and standards for homemaker services under HCBS waivers.
Agency: ForwardHealth
Role: Handles Medicaid provider enrollment, prior authorizations, and claims processing.
Agency: IRIS Consultant Agencies / Managed Care Organizations (MCOs)
Role: Approve homemaker services based on functional assessments and participant goals.
2. HOMEMAKER SERVICES OVERVIEW
Homemaker Services focus on non-medical support that maintains the individual’s living environment in a safe and sanitary condition. These tasks do not include hands-on personal care but may be delivered in tandem with other services.
Covered services may include:
Dusting, vacuuming, and general cleaning
Dishwashing and kitchen sanitation
Laundry and linen changes
Meal preparation and grocery list assistance
Trash removal and basic home organization
Non-medical oversight and routine check-ins
Services must directly benefit the waiver participant and may be provided on a scheduled or intermittent basis, depending on individual needs.
3. LICENSING & PROVIDER APPROVAL REQUIREMENTS
Prerequisites:
Register your business with the Wisconsin Department of Financial Institutions (DFI)
Obtain a Federal EIN and Type 2 NPI (if applicable)
Apply for provider status with ForwardHealth and relevant waiver programs
Hire trained homemakers or direct support staff
Create a Homemaker Services Policy & Procedure Manual
Maintain liability insurance and perform background checks on all staff
Follow DHS guidelines for waiver service documentation and supervision
Licensing is generally not required for homemaker-only agencies, unless other services (e.g., personal care or skilled services) are also being provided.
4. WISCONSIN PROVIDER ENROLLMENT PROCESS
Step 1: Register your business and obtain EIN/NPI
Step 2: Apply to ForwardHealth as a waiver service provider
Step 3: Submit P&P Manual, staff qualifications, and documentation templates
Step 4: Enroll with IRIS Fiscal Employer Agents and/or MCOs
Step 5: Complete any waiver-specific orientation or training
Step 6: Begin service delivery upon approval of participant’s plan
5. REQUIRED DOCUMENTATION
ForwardHealth and waiver enrollment documentation
Homemaker Services Policy & Procedure Manual including:
Household task guidance and scope of work
Participant rights, consent, and service agreement forms
Daily log and shift note templates
Incident reporting and safety procedures
Staff training and supervision protocols
Confidentiality, HIPAA, and abuse prevention policies
Guidelines for maintaining clean and safe home environments
Staff credentialing files and background check logs
6. STAFFING REQUIREMENTS
Role: Homemaker / Direct Support Staff
Requirements:
High school diploma or GED preferred
Experience in domestic tasks and working with vulnerable populations
CPR/First Aid certification recommended
Criminal background check required
Training in safety, abuse prevention, confidentiality, and documentation
All staff must receive:
Orientation on waiver services and participant-centered support
Annual review of policies related to infection control, emergency response, and rights advocacy
Supervision and quality assurance monitoring
7. MEDICAID PROGRAMS THAT COVER HOMEMAKER SERVICES
IRIS Waiver: Participant-directed homemaker supports within approved budget
Family Care / Partnership: MCO-authorized services based on functional assessments
Children’s Long-Term Support (CLTS) Waiver: Includes light housekeeping support to maintain safe home settings for children with disabilities
Note: Homemaker tasks must be necessary due to the participant’s functional limitations and clearly documented in the ISP. General housekeeping for other household members is not covered.
8. TIMELINE TO LAUNCH
Phase: Business Registration & P&P Manual Development
Timeline: 2–3 weeks
Phase: Staff Hiring & Background Checks
Timeline: 30–45 days
Phase: Enrollment with ForwardHealth and Waiver Programs
Timeline: 1–3 months
Phase: Begin Services
Timeline: After participant plan approval and service authorization
9. CONTACT INFORMATION
ForwardHealth Provider Portal
Website: https://www.forwardhealth.wi.gov
DHS Long-Term Care Programs
Website: https://www.dhs.wisconsin.gov/long-term-care-support.htm
IRIS Program Portal
Website: https://www.dhs.wisconsin.gov/iris
MCO Network Directory
Website: https://www.dhs.wisconsin.gov/familycare/mcos.htm
WAIVER CONSULTING GROUP’S START-UP ASSISTANCE SERVICE — WISCONSIN HOMEMAKER SERVICES PROVIDER
WCG helps agencies and entrepreneurs launch reliable, compliant homemaker services that empower participants to remain in their homes with dignity and cleanliness.
Scope of Work:
ForwardHealth and waiver program enrollment
Homemaker Services P&P Manual creation
Service logs, cleaning task checklists, and participant consent forms
Staff onboarding documents and compliance tracking
Confidentiality and abuse prevention tools
Documentation review and audit support

Case Management
CASE MANAGEMENT SERVICES PROVIDER IN WISCONSIN
COORDINATING PERSON-CENTERED SUPPORTS TO PROMOTE HEALTH, INDEPENDENCE, AND SERVICE ACCESS FOR INDIVIDUALS ACROSS WAIVER PROGRAMS
Case Management Services in Wisconsin help individuals with disabilities, mental health conditions, chronic illnesses, or age-related needs access, coordinate, and monitor the services and supports outlined in their care plans. These services ensure continuity, reduce gaps in care, and advocate for the individual’s goals within Wisconsin’s long-term care system.
Case Management is covered under Wisconsin Medicaid’s Home and Community-Based Services (HCBS) Waivers—including IRIS (in limited circumstances), Family Care, Partnership, and the Children’s Long-Term Support (CLTS) Waiver. Case managers play a crucial role in promoting self-determination, health outcomes, and service quality.
1. GOVERNING AGENCIES
Agency: Wisconsin Department of Health Services (DHS)
Role: Establishes qualifications, scope, and monitoring standards for waiver-funded case management services.
Agency: ForwardHealth
Role: Processes Medicaid provider enrollment and reimbursement for case management services (especially under CLTS or Legacy waivers).
Agency: Managed Care Organizations (MCOs) / IRIS Consultant Agencies
Role: Deliver or oversee case management through assigned care teams (Family Care and IRIS Consultant Agencies manage internal coordination functions).
Agency: County Human Services Agencies
Role: Often contract or directly employ case managers for CLTS and legacy waiver programs.
2. CASE MANAGEMENT SERVICES OVERVIEW
Case Management involves the development, implementation, coordination, and ongoing monitoring of individualized care plans to meet a participant’s needs and goals.
Core functions include:
Conducting initial and ongoing assessments
Creating or updating Individualized Service Plans (ISPs)
Coordinating formal services and informal supports
Referring individuals to community resources
Monitoring service delivery and addressing concerns
Supporting self-direction, advocacy, and goal attainment
Crisis planning and risk management
Documentation, reporting, and compliance tracking
All services must be individualized, reflect the person’s preferences, and be reviewed regularly.
3. LICENSING & PROVIDER APPROVAL REQUIREMENTS
Prerequisites:
Register your business with the Wisconsin Department of Financial Institutions (DFI)
Obtain a Federal EIN and Type 2 NPI
Enroll with ForwardHealth and/or apply to county or MCO contracts (depending on the program)
Employ or contract qualified case managers
Develop a Case Management Services Policy & Procedure Manual
Carry liability insurance and establish documentation protocols
Perform background checks and ensure HIPAA compliance
Case managers must meet minimum education and experience requirements set by the program (usually a Bachelor’s in human services or a related field).
4. WISCONSIN PROVIDER ENROLLMENT PROCESS
Step 1: Register business and obtain EIN/NPI
Step 2: Apply to ForwardHealth and/or county/MCO networks
Step 3: Submit your Case Management P&P Manual and resumes of qualified staff
Step 4: Complete any required state or program-specific training
Step 5: Enter into provider agreements or service contracts (especially for CLTS or county-based waivers)
Step 6: Begin service delivery upon participant plan approval
5. REQUIRED DOCUMENTATION
ForwardHealth enrollment and/or provider contracts
Case Management Services Policy & Procedure Manual including:
Assessment and reassessment protocols
ISP development and approval procedures
Coordination and referral tracking
Service delivery monitoring tools
Participant rights and grievance procedures
HIPAA, confidentiality, and record retention policies
Crisis response and safety planning
Staff credentialing, supervision, and caseload guidelines
Templates for service notes, ISP revisions, and monitoring checklists
6. STAFFING REQUIREMENTS
Role: Case Manager / Support and Service Coordinator (SSC)
Requirements:
Bachelor’s degree in social work, psychology, nursing, or a related human services field
1–2 years of experience in long-term care or service coordination preferred
Familiarity with Medicaid waivers and person-centered planning
Background check clearance
HIPAA, abuse prevention, and documentation training
All case managers must complete:
Program-specific onboarding (e.g., CLTS Waiver Standards, Family Care protocols)
Cultural competency and disability awareness training
Annual updates in state compliance and service documentation
7. MEDICAID PROGRAMS THAT COVER CASE MANAGEMENT SERVICES
Children’s Long-Term Support (CLTS) Waiver: Case management delivered through counties or contracted providers
Legacy Waivers / Community Integration Programs (CIP/COP): County-administered case management for adults
Family Care / Partnership: MCOs deliver case management internally via interdisciplinary care teams
IRIS Waiver: Case management is replaced with IRIS Consultant Agency (ICA) support, though external case managers may be involved in specific transitions or supplemental supports
Katie Beckett Program: Case coordination provided by state-employed staff or contractors
Note: Case management reimbursement and models vary widely across programs. Providers must align with each program’s structure and billing standards.
8. TIMELINE TO LAUNCH
Phase: Business Registration & Manual Development
Timeline: 2–3 weeks
Phase: Staffing & Credentialing
Timeline: 30–45 days
Phase: Provider Enrollment / Contracting
Timeline: 1–3 months (may vary by program and county)
Phase: Begin Services
Timeline: After ISP approval and provider authorization
9. CONTACT INFORMATION
ForwardHealth Provider Portal
Website: https://www.forwardhealth.wi.gov
DHS Waiver Services & Children’s Programs
Website: https://www.dhs.wisconsin.gov/long-term-care-support.htm
Children’s Long-Term Support Waiver
Website: https://www.dhs.wisconsin.gov/clts
IRIS Consultant Agency Directory
Website: https://www.dhs.wisconsin.gov/iris/ica.htm
MCO Provider Directory – Family Care
Website: https://www.dhs.wisconsin.gov/familycare/mcos.htm
WAIVER CONSULTING GROUP’S START-UP ASSISTANCE SERVICE — WISCONSIN CASE MANAGEMENT PROVIDER
WCG supports solo case managers and human service agencies in launching and operating compliant, participant-centered case management services across Medicaid waiver programs.
Scope of Work:
ForwardHealth and county/MCO enrollment
Case Management P&P Manual development
Service planning, documentation, and monitoring templates
Staff training logs and credential verification systems
HIPAA, safety, and risk mitigation protocols
Program-specific compliance checklists (CLTS, Family Care, etc.)

Transportation
TRANSPORTATION SERVICES PROVIDER IN WISCONSIN
ENSURING SAFE, RELIABLE, AND ACCESSIBLE TRANSPORT FOR INDIVIDUALS TO ACCESS ESSENTIAL MEDICAL, THERAPEUTIC, AND COMMUNITY SERVICES
Transportation Services in Wisconsin play a vital role in supporting individuals with disabilities, chronic health conditions, or mobility limitations by helping them travel to medical appointments, therapy sessions, employment sites, day programs, and community activities. These services are essential to maintaining independence, health, and community integration.
Transportation is covered under Wisconsin’s Medicaid programs, including the Non-Emergency Medical Transportation (NEMT) benefit and various Home and Community-Based Services (HCBS) Waivers such as IRIS, Family Care, Partnership, and the Children’s Long-Term Support (CLTS) Waiver. All transportation services must be authorized in the participant’s Individualized Service Plan (ISP).
1. GOVERNING AGENCIES
Agency: Wisconsin Department of Health Services (DHS)
Role: Oversees Medicaid transportation policy and waiver guidelines.
Agency: ForwardHealth
Role: Administers provider enrollment and oversees waiver-based transportation reimbursement.
Agency: IRIS Consultant Agencies / Managed Care Organizations (MCOs)
Role: Approve and authorize transportation services in alignment with participant care plans.
Agency: Medical Transportation Management, Inc. (MTM)
Role: Administers the statewide Non-Emergency Medical Transportation (NEMT) benefit for ForwardHealth Medicaid.
2. TRANSPORTATION SERVICES OVERVIEW
Transportation Services include both scheduled and demand-responsive transport to help participants attend medical appointments, therapy, employment, or community-based services.
Covered transportation services may include:
Medical transportation to clinics, hospitals, or therapy providers
Community access transportation for employment, day programs, or social inclusion
Door-to-door or curb-to-curb transport based on the participant’s mobility needs
Wheelchair-accessible vehicle (WAV) transport
Mileage reimbursement for participant-directed drivers (under IRIS)
Transportation coordination for individuals with complex needs
Note: Transportation must not duplicate NEMT services covered by MTM unless it is clearly documented as a waiver-based or community integration need.
3. LICENSING & PROVIDER APPROVAL REQUIREMENTS
Prerequisites:
Register your business with the Wisconsin Department of Financial Institutions (DFI)
Obtain a Federal EIN and Type 2 NPI
Apply for ForwardHealth provider enrollment and/or become a waiver program provider
Maintain commercial vehicle insurance and driver background checks
Hire qualified drivers trained in passenger safety and disability sensitivity
Create a Transportation Services Policy & Procedure Manual
Register vehicles, obtain local permits, and ensure ADA compliance for wheelchair vehicles
4. WISCONSIN PROVIDER ENROLLMENT PROCESS
Step 1: Register business and secure EIN/NPI
Step 2: Apply to ForwardHealth (if serving Medicaid State Plan or CLTS Waiver)
Step 3: Apply for MCO or IRIS provider network enrollment
Step 4: Submit policy manual, insurance documents, and driver/vehicle info
Step 5: Complete any waiver program training (e.g., IRIS Fiscal Employer Agent training)
Step 6: Begin providing services upon ISP approval and authorization
5. REQUIRED DOCUMENTATION
ForwardHealth enrollment documents (if applicable)
Transportation Services Policy & Procedure Manual including:
Passenger safety protocols and emergency procedures
Vehicle inspection and maintenance logs
Driver qualification and background screening procedures
Service request intake and scheduling process
Participant rights and grievance reporting
HIPAA and confidentiality procedures
Mileage logs and trip verification forms
Accessibility standards and wheelchair securement policy
Staff training logs and insurance verification
Driver files including licenses, medical cards, and CPR/First Aid (if required)
6. STAFFING REQUIREMENTS
Role: Driver / Transportation Provider
Requirements:
Valid Wisconsin driver’s license with clean driving record
Criminal background check and caregiver screening
CPR/First Aid certification (recommended)
Disability awareness and passenger assistance training
Training in wheelchair securement and vehicle safety (for WAV drivers)
All drivers must receive:
Training in HIPAA, emergency procedures, abuse prevention
Annual vehicle inspection and documentation audits
Ongoing safety refreshers and incident reporting training
7. MEDICAID PROGRAMS THAT COVER TRANSPORTATION SERVICES
IRIS Waiver: Includes participant-directed or agency-based transportation to employment, day programs, or therapy (not duplicative of MTM)
Family Care / Partnership: MCO-authorized transport for medical, therapy, or community-based supports
Children’s Long-Term Support (CLTS) Waiver: Transportation for children with disabilities to access essential services
ForwardHealth Non-Emergency Medical Transportation (NEMT): Administered by MTM for medical appointments only
Note: Waiver-based transportation must be tied to a functional need and included in the ISP. Documentation must clearly differentiate from NEMT services.
8. TIMELINE TO LAUNCH
Phase: Business Registration & Policy Manual Development
Timeline: 2–3 weeks
Phase: Driver Hiring & Vehicle Setup
Timeline: 30–45 days
Phase: Medicaid/MCO/IRIS Enrollment
Timeline: 1–3 months
Phase: Service Launch
Timeline: Begins after provider approval and plan authorization
9. CONTACT INFORMATION
ForwardHealth Medicaid Portal
Website: https://www.forwardhealth.wi.gov
MTM Wisconsin NEMT Program
Website: https://www.mtm-inc.net/wisconsin/
DHS HCBS Waivers
Website: https://www.dhs.wisconsin.gov/long-term-care-support.htm
IRIS Program Overview
Website: https://www.dhs.wisconsin.gov/iris
MCO Directory – Family Care Providers
Website: https://www.dhs.wisconsin.gov/familycare/mcos.htm
WAIVER CONSULTING GROUP’S START-UP ASSISTANCE SERVICE — WISCONSIN TRANSPORTATION PROVIDER
WCG helps agencies and solo providers launch Medicaid-compliant transportation services with the tools, policies, and systems required to support vulnerable populations safely and reliably.
Scope of Work:
ForwardHealth and waiver enrollment guidance
Transportation Services P&P Manual creation
Trip logs, mileage forms, and incident report templates
Driver background check systems and onboarding checklists
ADA compliance support and wheelchair securement procedures
Billing guidance and audit-prep documentation

Home Health
HOME HEALTH SERVICES PROVIDER IN WISCONSIN
DELIVERING MEDICALLY NECESSARY CARE TO INDIVIDUALS IN THEIR HOMES TO SUPPORT HEALTH, RECOVERY, AND INDEPENDENT LIVING
Home Health Services in Wisconsin provide skilled, intermittent care to individuals with medical needs who require services delivered in their homes. These services support recovery after hospitalization, management of chronic health conditions, and avoidance of institutional placement by offering nursing and therapeutic care in a familiar environment.
Home Health is covered under Wisconsin Medicaid’s State Plan, and may also be authorized through Home and Community-Based Services (HCBS) Waivers such as IRIS, Family Care, and the Children’s Long-Term Support (CLTS) Waiver. Services must be ordered by a physician and tied to a medically necessary Plan of Care (POC).
1. GOVERNING AGENCIES
Agency: Wisconsin Department of Health Services (DHS)
Role: Establishes state regulations and oversees Medicaid policy for home health agencies.
Agency: ForwardHealth
Role: Manages Medicaid provider enrollment, prior authorization, and reimbursement.
Agency: Wisconsin Department of Safety and Professional Services (DSPS)
Role: Licenses Registered Nurses (RNs), Licensed Practical Nurses (LPNs), and therapists.
Agency: Centers for Medicare & Medicaid Services (CMS)**
Role: Oversees federal home health conditions of participation for agencies seeking Medicare certification.
2. HOME HEALTH SERVICES OVERVIEW
Home Health Services are provided by a licensed agency and must be medically necessary, intermittent, and ordered by a physician. Services are delivered in the client’s home and are focused on clinical and rehabilitative care.
Covered services include:
Skilled nursing (wound care, injections, medication management)
Physical therapy, occupational therapy, and speech-language pathology
Medical social work services
Home health aide services (under nurse or therapist supervision)
Patient and caregiver education
Chronic disease management and monitoring
Coordination with physicians and specialists
Each service must be documented within a physician-certified Plan of Care and updated regularly.
3. LICENSING & PROVIDER APPROVAL REQUIREMENTS
Prerequisites:
Register your agency with the Wisconsin Department of Financial Institutions (DFI)
Obtain a Federal EIN and Type 2 NPI
Employ or contract licensed RNs, LPNs, and therapists
Apply for ForwardHealth enrollment as a Home Health Agency
Develop a Home Health Services Policy & Procedure Manual in compliance with DHS and CMS guidelines
Maintain required insurances: general liability, malpractice, and workers’ compensation
Secure Medicare certification (optional but often pursued for dual funding)
Home health agencies must also comply with infection control, emergency preparedness, and quality improvement regulations.
4. WISCONSIN PROVIDER ENROLLMENT PROCESS
Step 1: Register business and obtain EIN/NPI
Step 2: Apply to ForwardHealth as a Home Health provider
Step 3: Submit agency credentials, licenses, staff rosters, and P&P Manual
Step 4: (Optional) Apply for Medicare certification if seeking dual reimbursement
Step 5: Enroll with MCOs and IRIS FEAs if serving waiver participants
Step 6: Begin services after Plan of Care approval and prior authorization (if required)
5. REQUIRED DOCUMENTATION
ForwardHealth enrollment documents
Home Health Policy & Procedure Manual covering:
Physician orders and Plan of Care development
Nursing and therapy documentation standards
Medication administration, infection control, and safety protocols
Supervision and scheduling of aides and therapists
Emergency response and on-call procedures
HIPAA compliance and participant rights
Clinical charting templates and visit notes
Quality assurance and incident tracking policies
Staff files including licenses, background checks, and continuing education logs
6. STAFFING REQUIREMENTS
Role: Registered Nurse (RN)
Requirements:
Licensed in Wisconsin through DSPS
Develops care plans, supervises LPNs and aides, performs direct clinical care
Must complete infection control, HIPAA, and documentation training
Role: Licensed Practical Nurse (LPN)
Requirements:
Wisconsin LPN license
Works under RN supervision to deliver delegated care (e.g., wound care, vitals)
Role: Therapist (PT, OT, SLP)
Requirements:
Wisconsin licensure in respective discipline
Provides therapy based on physician referral and Plan of Care
Role: Home Health Aide**
Requirements:
Completion of state-approved training (minimum 75 hours)
Provides personal care and support under RN or therapist supervision
7. MEDICAID PROGRAMS THAT COVER HOME HEALTH SERVICES
ForwardHealth Medicaid State Plan: Covers physician-ordered home health services for individuals with qualifying medical needs
IRIS Waiver: Allows participant-directed home health services if included in budget and authorized by the FEA
Family Care / Partnership: MCO-authorized home health services based on participant’s clinical assessment
Children’s Long-Term Support (CLTS) Waiver: Home health nursing and therapy services for children with complex medical needs
Katie Beckett Program: Allows medically fragile children who don’t otherwise qualify for Medicaid to receive in-home services
Note: All services must be documented within a Plan of Care, reviewed regularly, and provided by qualified, licensed staff.
8. TIMELINE TO LAUNCH
Phase: Business Registration & Policy Development
Timeline: 2–4 weeks
Phase: Licensing, Staffing & Compliance Setup
Timeline: 45–60 days
Phase: Medicaid/MCO/IRIS Enrollment & Medicare (if applicable)
Timeline: 2–4 months
Phase: Start of Services
Timeline: Begins after care plan approval and staff onboarding
9. CONTACT INFORMATION
ForwardHealth Medicaid Portal
Website: https://www.forwardhealth.wi.gov
Wisconsin DHS – Home Health Agency Resources
Website: https://www.dhs.wisconsin.gov/regulations/home-health-agencies.htm
DSPS License Lookup
Website: https://dsps.wi.gov
Medicare Certification – CMS
Website: https://www.cms.gov/Center/Provider-Type/Home-Health-Agency-HHA-Center
IRIS Waiver Program
Website: https://www.dhs.wisconsin.gov/iris
WAIVER CONSULTING GROUP’S START-UP ASSISTANCE SERVICE — WISCONSIN HOME HEALTH PROVIDER
WCG helps home health agencies set up high-quality, compliant operations across Wisconsin’s Medicaid and waiver programs, supporting both clinical excellence and regulatory readiness.
Scope of Work:
ForwardHealth, Medicare, and waiver enrollment
Home Health P&P Manual development
Care plan templates and charting systems
Staff onboarding tools and supervision trackers
Infection control, emergency response, and HIPAA compliance tools
Billing guidance, prior authorization checklists, and audit readiness

Meal & Nutrition
MEAL & NUTRITION SERVICES PROVIDER IN WISCONSIN
PROMOTING HEALTH, INDEPENDENCE, AND WELL-BEING THROUGH NUTRITIOUS MEAL DELIVERY AND DIETARY SUPPORT FOR INDIVIDUALS WITH FUNCTIONAL OR MEDICAL NEEDS
Meal & Nutrition Services in Wisconsin support individuals who are unable to prepare meals for themselves due to age, disability, chronic illness, or functional limitations. These services ensure that eligible participants receive balanced, safe, and culturally appropriate meals—either through direct delivery or meal preparation assistance—while also receiving nutritional guidance to support long-term health and community living.
Covered under Wisconsin’s Home and Community-Based Services (HCBS) Waivers—such as IRIS, Family Care, Partnership, and the Children’s Long-Term Support (CLTS) Waiver—Meal & Nutrition Services are tailored to each participant’s dietary needs and outlined in their Individualized Service Plan (ISP).
1. GOVERNING AGENCIES
Agency: Wisconsin Department of Health Services (DHS)
Role: Oversees Medicaid waiver policy, including nutrition service standards and provider qualifications.
Agency: ForwardHealth
Role: Manages Medicaid enrollment, reimbursement, and service definitions related to food and nutrition supports.
Agency: IRIS Consultant Agencies / Managed Care Organizations (MCOs)
Role: Approve and monitor nutrition-related services under participant care plans.
Agency: Wisconsin Department of Agriculture, Trade and Consumer Protection (DATCP)
Role: Regulates food safety and commercial kitchen operations for providers delivering or preparing meals.
2. MEAL & NUTRITION SERVICES OVERVIEW
Meal & Nutrition Services aim to address the nutritional needs of individuals who are unable to shop for, prepare, or access adequate food independently.
Covered services may include:
Home-delivered meals (hot, frozen, or shelf-stable)
On-site meal preparation and nutrition assistance
Grocery shopping and meal planning support
Special diet meal prep (e.g., diabetic, low-sodium, pureed)
Culturally appropriate or allergy-specific meal options
Nutritional education and menu planning
Coordination with dietitians or healthcare providers
Services must be medically necessary or functionally required and aligned with goals in the care plan.
3. LICENSING & PROVIDER APPROVAL REQUIREMENTS
Prerequisites:
Register your business with the Wisconsin Department of Financial Institutions (DFI)
Obtain a Federal EIN and Type 2 NPI (if applicable)
Apply to ForwardHealth and/or become an IRIS or MCO-approved provider
If preparing meals, comply with DATCP food safety and kitchen licensing requirements
Hire staff with food safety training and obtain ServeSafe or equivalent certification
Develop a Meal & Nutrition Services Policy & Procedure Manual
Maintain liability insurance, delivery protocols, and client safety guidelines
4. WISCONSIN PROVIDER ENROLLMENT PROCESS
Step 1: Register your business and obtain EIN/NPI
Step 2: Apply for ForwardHealth and/or waiver enrollment with IRIS/MCOs
Step 3: Submit documentation including menu samples, safety protocols, and staff credentials
Step 4: Secure kitchen license or partner with a licensed food preparation facility
Step 5: Complete provider orientation (as required by waiver program)
Step 6: Begin service delivery upon ISP approval and authorization
5. REQUIRED DOCUMENTATION
ForwardHealth enrollment or waiver approval documentation
Meal & Nutrition Services Policy & Procedure Manual including:
Meal preparation and delivery protocols
Menu planning and nutritional adequacy guidelines
Food safety, temperature control, and packaging standards
Emergency delivery plans and client contact logs
Cultural dietary accommodations and allergy risk management
Documentation of delivery dates, meal counts, and participant satisfaction
Staff food handling certifications and training records
Client rights, consent forms, and grievance processes
6. STAFFING REQUIREMENTS
Role: Meal Delivery Driver / Food Prep Staff
Requirements:
Background check and caregiver screening
Training in food safety, packaging, and confidentiality
ServeSafe certification or equivalent (if preparing meals)
CPR/First Aid (recommended for staff entering client homes)
Role: Nutrition Coordinator or Consultant (optional but beneficial)
Requirements:
Registered Dietitian (RD) license in Wisconsin
Provides oversight for menu planning and special dietary needs
Ensures meals meet Medicaid nutritional standards and ISP goals
All staff must complete:
HIPAA training
Abuse prevention and emergency procedures
Client interaction and customer service training
7. MEDICAID PROGRAMS THAT COVER MEAL & NUTRITION SERVICES
IRIS Waiver: Participant-directed nutrition support and meal delivery services
Family Care / Partnership: MCO-authorized meal prep, delivery, and dietary planning
Children’s Long-Term Support (CLTS) Waiver: Home-prepared or delivered meals for medically complex children
Community Options Program (COP): In some counties, nutrition services may be authorized as part of supportive care
Note: All meal services must be tied to functional limitations and documented in the ISP. General food costs without medical or functional justification are not reimbursable.
8. TIMELINE TO LAUNCH
Phase: Business Registration & P&P Manual Development
Timeline: 2–3 weeks
Phase: Licensing, Menu Development & Staff Training
Timeline: 30–45 days
Phase: Medicaid and Waiver Enrollment
Timeline: 1–3 months
Phase: Start of Services
Timeline: Begins upon care plan approval and food safety compliance
9. CONTACT INFORMATION
ForwardHealth Medicaid Portal
Website: https://www.forwardhealth.wi.gov
DHS Long-Term Care Services
Website: https://www.dhs.wisconsin.gov/long-term-care-support.htm
IRIS Program Website
Website: https://www.dhs.wisconsin.gov/iris
DATCP Food Licensing Information
Website: https://datcp.wi.gov
WAIVER CONSULTING GROUP’S START-UP ASSISTANCE SERVICE — WISCONSIN MEAL & NUTRITION SERVICES PROVIDER
WCG supports food vendors, meal delivery companies, and nutrition-focused providers in building sustainable and Medicaid-compliant operations that nourish and empower clients across Wisconsin.
Scope of Work:
ForwardHealth and waiver program enrollment
Meal & Nutrition P&P Manual development
Menu templates, diet accommodation tools, and delivery logs
Food safety compliance and licensing support
Staff training documents and client intake forms
Billing and documentation workflows aligned with ISP requirements

Our Client Portal offers a wealth of resources that you can explore related to various programs and state requirements.