Since 2009, Acumen Fiscal Agent has been providing fiscal/employer agent financial management services to individuals choosing the Self-Direct with Employer Option (SDEO) under Medicaid waiver programs serving adults and children with developmental disabilities. Acumen continues to work with the Department of Public Health & Human Services/Developmental Disability Program as it adds new waivers and services allowing participants to self-direct their care.
For more information regarding these waivers and how to qualify for services contact: http://dphhs.mt.gov/dsd
Self Directed Employer Option
Acumen Fiscal Agent Contact Information
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 materials.
State Contact Information
Participant, employer, and employee enrollments can now be completed electronically through Acumen's Electronic Enrollment System (EES). Enrolling through EES is recommended. The Assisted Enrollment process is still available for those that do not have access to a computer and need to utilize the Assisted Enrollment - Enrollment Worksheets.
Electronic Enrollment System (EES)
A Pin Number is required to set up an EES account for a new employer/participant. Please contact your Case Manager/FSS for the Acumen Fiscal Agent New Participant/Employer EES Flier. These fliers contain the MT SDEO Pin Number. A Pin Number is NOT required for employers/participants that are currently enrolled, however you must use the email that is on file with Acumen when registering your account.
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
It is important that you understand your responsibilities when self-directing services. Please read and keep a copy of the following information.
Acumen and You Booklet - Getting Started in Your Self-Directed Program
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
Self Direct Support Broker Handbook
Self Direct Employer Handbook
AE Employee Instruction Packet
AE Individual/Employer Instruction Packet
1099-MISC Reporting FAQ
Pay Card Information and Fees