Utah Self-Directed Care & Financial Management Policy Manual
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The Comprehensive Policy & Procedure Manual for Self-Directed Care and Financial Management provides a structured framework for supporting individuals in managing their care and services through efficient financial management. Aligned with Utah’s HCBS Settings Rule principles, this manual is designed to empower individuals with disabilities to take an active role in directing their care while ensuring that financial resources are used effectively to meet their needs. It ensures full compliance with Utah Administrative Code R539-1, 42 CFR §441.301 HCBS Settings Rule, and other relevant standards.
This manual outlines policies and procedures that enable individuals to self-direct their care, with a particular focus on the financial management aspect, ensuring that they have the tools, resources, and support necessary to manage personal budgets, service delivery, and staffing in a way that supports their goals for independence and community participation. It includes policies on establishing individual budgets, managing payments for services, accessing resources for financial planning, and monitoring the appropriate use of funds in a transparent and accountable manner.
The manual also provides guidance on financial literacy, training for self-directed care, and compliance with financial regulations and reporting requirements. It emphasizes the importance of individualized care planning and integrates financial management as a critical component of the overall service plan, allowing individuals to make informed decisions and exercise control over their care.
Additionally, the manual addresses the roles of support coordinators and financial managers who assist individuals in managing the financial aspects of their care while ensuring compliance with all regulations. It also outlines safety measures, quality assurance processes, and methods for ensuring that funds are used responsibly and effectively to maintain independence and quality of life.
By adhering to Utah Admin Code R539-1, the HCBS Settings Rule, and other relevant standards, this manual supports agencies in promoting the self-direction of care for individuals, ensuring that they are empowered to make choices and manage their resources while receiving the highest level of support and care. The manual serves as a comprehensive guide for maintaining financial and service management practices that align with state licensure, Medicaid certification, and accreditation requirements.