Fiscal Intermediary

OCO•Fulton, NY

About The Position

Works cooperatively with Self-Direction individuals and families, Brokers, Care Managers, and circle of support teams to ensure compliance with OPWDD guidelines and requirements, reviews and processes budgets and billing documents, processes invoices. Inspires individuals to live as independently as possible.

Requirements

Must exhibit professionalism, sound judgement and excellent verbal and written communication.
Must have the ability to work with others in a warm, non-judgmental manner and act as a positive role model to consumers and staff; must possess good leadership qualities.
Must be self-motivated with the ability to work independently.
Must have the ability to facilitate, promote, and support informed choice and self-advocacy.
Must have the ability to act accordingly in crisis situations and to resolve conflicts.
Must be proficient in computer skills, such as Excel, Word, and PowerPoint.
Must have the ability to understand and manage budgets.
Must maintain all required certifications and trainings, which includes attending the initial Self-Direction Broker Institute training.
Must possess a valid NYS Driver's License with good driving record within Agency policy and have access to a reliable and insured vehicle.
Must have acceptable physical ability to carry out the position.
Must have strong planning and organizational skills including keen attention to detail and the ability to juggle multiple tasks work under pressure and meet deadlines strong customer focus and the ability to work with internal and external stakeholders.
Associate’s degree in related field or equivalent; and High School Diploma (or equivalent) and 1-3 years related experience, or Experience in self-direction preferred
Any acceptable equivalent combination of education, experience and training.

Responsibilities

Collaborates to streamline self-direction intakes and maintains waitlist information, assists to coordinate intake of individuals to ensure the proper documents are obtained to deliver services.
Responsible for a caseload of individuals receiving self-directed services.
Conducts and participates in launch meetings, life plan meetings and circle support meetings.
Participate in life plan reviews and team meetings to represent the agency and ensure compliance and satisfaction.
Assist brokers and care managers to inform individuals, families, service providers and other stakeholders about self-direction services and meaningful FI services.
Ensures that a Memorandum of Understanding (MOU) exists between the self-directing individual and OCO as FI.
Acts as primary point of contact and source of customer service for individuals and their families on caseload.
Works with manager to connect with the DDRO to ensure self-direction budgets as needed.
Utilizes electronic software for document retention and documenting purposes.
Completes reports and updates, including data entry and entering information into CHOICES system (ex. DDP1s, DDP2).
Reviews approves and submits participants self-direction budgets.
Reviews participants’ invoices for reimbursements and payments, makes approvals based on budget and regulations, submits to Manager for processing.
Review and monitor participant monthly expenditure reports.
Reviews service documentation to ensure it is complete, accurate and in compliance with all OPWDD Medicaid billing and quality standards.
Reviews invoices and employee time and approve once quality and program standards are met.
Review staff action plans, monthly notes and broker invoices and approve them once quality and program standards are met.
Identifies and reports any compliance or quality issues communicate regularly with individuals’ families to promote satisfaction with the services.
Maintains individual records and data required by OPWDD and Medicaid to support Medicaid billing (ex. Life Plans, LCED’s, etc.), including any follow-up with the Care Manager, as necessary, for any missing non-compliant documentation.
Provides administrative support including data entry and entering information into CHOICES system (ex. DDP1s, DDP2).
Performs OPWDD and agency compliance reviews of Life Plans including facilitating any corrections needed to ensure all billing requirements.
Assists with development of and or revisions of policies procedures to comply with the requirements set forth by regulations.
Acts as a leader for EVERO service delivery/billing platform development, use and training.
Utilizes electronic software for document retention and documenting purposes.
Assists individuals to maintain circle of support, hire providers, and promote self-advocacy
Works directly with Staff Development Specialist, Broker and Self Direction Manager to recruit and on-board self-hired staff to work with participants with self-direction services.
Ensures background checks are completed, program expectations are reviewed, and orientation and OPWDD required training is completed.
Ensures self-hired and agency staff receive the required training and any additional training requested by the individual and his or her family or circle of support.
Seeks input from individuals and families regarding job performance and satisfaction with self-hired or agency staff.
Trains and oversees self-hired staff completion and timely submission of timesheets, with supporting service notes to support timely and accurate billing.
Assists individuals and service providers to complete the required service documentation.
Works with individuals and Brokers to follows up with self-hired staff when time sheets and other required documentation deadlines are not met.
Works collaboratively with Brokers for support with individuals and their Self Hired staff.
Responsible for completing person-centered reviews and communicating findings.
Assists with development of and or revisions of policies procedures to comply with the requirements set forth by regulations.
Follows all agency policies and procedures regarding incident reporting, ensures individuals, family and circle of support are following regulations.