Acumen Fiscal Agent, on behalf of the State of Montana Department of Health and Human Services, provides Financial Management Services to individuals choosing the Self-Direct with Employer Option (SDEO). Acumen has been working with the SDEO program since it began in 2009, and continues to support the program as it adds new waivers and services allowing individuals to self-direct their care.
To contact Acumen Fiscal Agent for the SDEO program, please call (877) 824-9356 or fax (866) 211-6370. Please contact your Case Manager or Family Support Specialist regarding enrollment paperwork.
Click here to read 'Simplifying MT Self Directed Employer Option Assisted Enrollment', before beginning the Assisted Enrollment process. The Assisted Enrollment Flyer and Worksheets below are to be used as a guide for the Assisted Enrollment Process. If you are unsure what your responsibilities will be when self-directing, please read the Acumen and You Booklet. It will outline the role of the Fiscal Agent (Acumen) and the Employer (You).
*Some of the information below is password protected. Please contact Acumen to receive the password.
Acumen and You Booklet - Getting Started in Your Self-Directed Program*
MT Assisted Enrollment Flyer*
MT Individual/Employer Enrollment Worksheet
MT Employee Enrollment Worksheet
MT Employer Guide for Success - An information Guide for Employers as they begin their new role in Self-Direction
These forms are not to be used for initial enrollment-They are provided for your convenience so your employee can update information after enrollment