Fiscal Intermediary

Job Description

Job Description

Description : Position Overview :

The Fiscal Intermediary works closely with OPWDD-eligible individuals and their families to provide quality assurance and administrative support related to Self-Direction services. Additionally, the Fiscal Intermediary works collaboratively with the Self-Direction services team to ensure that a high-quality, person-centered program is provided to all individuals.

Requirements :

Responsibilities will include but are not limited to the following :

• Reviews reimbursements for individuals on assigned caseload based on Medicaid and OPWDD guidance.
• Works closely with the Broker and Program Director to maintain consistency and ensure timeliness of payment to individuals.
• Assisting with maintaining appropriate service, statistical and financial records as required by the agency.
• Work with individuals and brokers to initiate and complete the self-direction process.
• Explain all fiscal procedures and required waiver documentation to individuals, such as the hiring and training of staff.
• Provide the Self-Direction individuals with copies of all written policies and procedures.
• Serve as a liaison between individual, broker, and OPWDD.
• Monitor individual's budget utilization and perform monthly financial statement
• Provide quality assurance and administrative support working with individuals and their families.
• Reviews all Life Plan for compliance agency and OPWDD standards.
• Attend Life Plan meetings semi-annually representing the Fiscal Intermediary
• Assist with record keeping, gathering required documentation for services, and providing follow up as needed.
• Completes all assignments in a timely manner.
• Preparation of statistical data
• Ensure compliance with all pertinent government and agency regulations and operating standards.
• Keeps up to date with trainings and to changes in the field.
• Maintain confidentiality of all work-related information.
• Act in a manner consistent with Central New York Quest’s Mission.
• Other duties as assigned by the supervisor.