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Available for people using Individual Options or Level One waivers

Money Management

Through this service, a direct service provider can help a person with managing their personal finances, like writing checks, paying bills, and keeping track of cash, income, or benefits. The service also includes training to assist a person to acquire, retain, or improve those skills.

When to Apply this Service

The person’s service and support administrator, or SSA, will assess them for a need for Money Management. If there is a need, the SSA will include it in the person’s individual service plan.

This service complements the work of other professionals by assisting the completion of day-to-day tasks based on a person’s needs.

Money management can include

  • bill-paying and preparing checks,
  • balancing checkbooks, reconciling bank account statements, and maintaining or organizing bank records,
  • preparing and delivering bank account deposits,
  • assisting the person with applying for benefits,
  • assisting the person with maintaining eligibility for benefits,
  • consulting or making referrals for consultation regarding available benefits,
  • making referrals as appropriate for establishment of disability accounts,
  • organizing tax documents and other paperwork,
  • negotiating with creditors,
  • deciphering medical insurance papers and verifying proper processing of claims,
  • providing general organization assistance,
  • providing referrals to legal, tax, and investment professionals,
  • notarizing documents,
  • providing assistance associated with financial tasks when a person relocates,
  • acting as power-of-attorney or authorized representative when designated by the person,
  • and being the appointed payee.

Providing this Service

Agency and independent providers that have a Medicaid provider agreement and are DODD-certified can provide this service. 

This service is provided on a one-on-one basis.

Money Management is authorized for up to 10 hours per month. The provider will collaborate with other members of the person’s team and offer referrals to other services when additional resources are required.

This service cannot be provided by

  • county boards of developmental disabilities,
  • regional councils of governments,
  • the person's Ohio Shared Living provider,
  • the person's Homemaker/Personal Care provider,
  • or the person's Participant-Directed Homemaker/Personal Care provider.

Training Requirements for this Service

After initial provider certification and completing annual training requirements, the following is required to provide this service.

Providers must achieve a score of at least 80 percent on the department-administered money management competency test or have a degree from an accredited college or university in accounting, business administration, finance, or public administration; or be authorized by Chapter 4701 of the Ohio Revised Code to use the designation of certified public accountant.

The provider must keep up to date on any issues relating to the Money Management services he or she provides. 

Billing and Payment Information

All services must be delivered as specified in the individual service plan and authorized in Payment Authorization for Waiver Services, known as PAWS, to be successfully submitted for payment through eMBS.

Rates and limits for Money Management are contained in the service rule's appendix:

Under the Level One Waiver, Money Management is subject to the payment limitation in paragraph (D)(1) of OAC 5123-9-06.