Overview of Fiscal Intermediary Services Tim Carmichael, CPA, CFO Self-Determination Tim Carmichael CFO/Co-Founder of GT Independence 1
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Tim and Dave 215 Broadus Some Things You Should Know About GT We ve been providing fiscal intermediary services in Michigan since 2005 Our mission is to facilitate Self-Determined lives for everyone, especially people who need mental health and long term care services. We believe in personalized service, rapid response, accountability, collaboration, professionalism, and application of technology. We provide services in Michigan and Wisconsin and we are the largest FI in Michigan. 215 Broadus 5
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Areas of Service Field Services Customer Service Payroll/Disbursement Claims/Reimbursement Reporting Eligibility Monitoring 215 Broadus 7
Field Services Cont d The Kickoff Process Requires an employer Participant Info Sheet Requires an employee Job Application and BG Check Authorization Requires an authorization/budget Field Service Representative creates budget and enrollment documents Field Service Representative conducts face to face meeting with family to explain documents, agreements and requirements for the program. Field Service Representative enrolls employees and explians payroll process. Field Services Cont d Other Services: Work through special situations (special disbursements, family dynamics, etc.) Provide knowledge on self-direction issues Provide information at case management meetings 8
Customer Service Customer Service Associates Available by toll free phone M-F 8-5 Help employers/employees understand documentation requirements. Assist employers with hiring/firing of employees. Answer questions related to individual reports Maintain up to date authorization information in GT s system. Payroll/Disbursement Ensure that timesheets/invoices comply with agency standards for documentation. Verify that services are authorized before issuing payment Verify that employers have not exceeded their budget before disbursing payment. Issue Paychecks according to a pre-defined payroll schedule that is published and distributed to employees. Conduct withholding, payroll tax filing and other tax compliance activities. Direct deposit, garnishments, employment verifications 2154 Broadus St 9
Claims/Reimbursement Process request for Advance for new enrollees. (1/12 th or 2/12 th depending on the billing cycle) Issue claims for services in your specified format. HCFA-1500 837 Web based claims system Paper Invoices/statements Perform reconciliations for worker s compensation and other ancillary items. Work with your agency to maximize efficiency and accuracy in cash cycle. Refund advances for employers who leave the system. Reporting Issue monthly individual reports to employers. Reports sent to case manager and agency administrative staff as well. Customer service helps people understand reports. Reports designed to provide different levels of feedback. 10
Eligibility Monitoring Training Help agency establish training policy Provide monthly training report to agency staff Provide information to employers/employees about where to access training. Enforce agency policy as directed. Background Checks Help establish policy Guide employers on rules around BG checks. THANK YOU 11