Financial Services

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We have a team of trained personnel at our corporate office, as well as our regional offices near you who can help with anything from program eligibility and transitional assistance to group residence and day habilitation services. We also provide supplemental services to our program like financial guidance for families and guardians, transportation to and from activities and appointments, and in-home support. No matter what aspect of our program you and/or your loved one need assistance with, our team will be there every step of the way.

Eligibility Assistance

Once you have been awarded an HCS slot or granted an ICF placement from your community’s Local Authority or are transferring from another provider and you have selected our program, we can assist you with navigating the following benefits. Many parents and guardians choose to have us become the authorized representative for their loved one, simplifying the many paperwork processes and ensuring the maximum use of the benefits available under his or her individual program.

As your loved one’s financial representative, we will be authorized to complete all off the following documents by their due date, and then never let eligibility expire.


  • Medicaid Application and Annual Recertification (H1200)
  • Appointment of an Authorized Representative for HHSC (H1003)
  • Report of Change for HHSC (H1019)
  • Social Security Benefits (SSDI / RSDI / SSI)
  • Social Security Representative Payee Report
  • Representative Payee Application
  • Food Stamps (HCS only)
  • Applied Income (ICF only)
  • Wages Earned Reporting to Social Security and HHSC
  • Wages Earned effect on Disability Status
  • Funeral Policy effects on benefits
  • Asset Reporting to required agencies
  • Financial Agreement
  • Money Management Assessment
  • Pharmacy interaction on unpaid bills and undelivered medications
  • Social Security Award Letter submission to various benefit agencies
  • Receipt Maintenance for Social Security audit and Disability Rights inquires
  • Determine how Private Insurance, Medicare, and Medicaid work together and with the doctors, pharmacy, and specialists
  • Level of Need (LON) knowledge
  • Choosing a Managed Care Organization (MCO) who accepts your current doctors
  • Program documents – (all with dizzying acronyms) such as IPC (Individual Plan of Care), ICAP (Inventory for Client and Agency Planning), IDRC (Intellectual Disability/Related Condition), IPP (Individual Program Plan) and others are required to be update/completed and reviewed on a regular basis.

This process can be challenging for anyone new to this experience. Our entire staff understands how difficult and complex everything can be, so we make sure to use all our resources to help families understand how it works, plan, and succeed as best as possible.

Management of Funds (Trust Fund Management)

There are two management options we provide families concerning their loved one’s trust funds: Parent or Guardian managed, or provider managed.


  1. You manage your loved ones trust funds. However, due to the complexity of State Medicaid, Social Security, and benefit rules – this is rare. You, as the trust fund manager will also be required to be the Benefits Management as well. (See below)
  2. In the provider managed option, our experienced staff manage your loved one’s funds. We handle all of the financial responsibilities including the headache of tracking receipts and reporting distributions from the trust fund. Each resident’s trust fund accounts are regularly audited by State and local authorities. However, you, as the guardian or family member, upon request, may receive a report of all income and expenses managed.

There are many financial and reporting requirements for HCS and ICF programs including:


  • Rent & Utilities payments
  • Grocery and other non-food supplies (hygiene, cleaning products, etc.)
  • Discretionary expenses such as cable/tv, internet, over-the-counter medications, hobbies, and clothing
  • Allowance distribution (no receipt or accountability required) is determined by a money management assessment and/or the Service Planning Team
  • Entertainment distribution and planning such as souvenir (zoo, museum, theme park), popcorn and drink during a movie night outing, or music CDs
  • Food Stamp distribution, coordination, and receipt maintenance
  • Wages earned receipt and tracking
  • Receipt Maintenance for audit purposes
  • Paying bills of the individual
  • Supplemental Security Income (SSI) and Social Security Income
  • Money Management Assessment
  • Financial Audits annually or occasional or as requested by the following entities:
  • Internal Audit Monthly by 2 separate accounting staff to ensure accuracy
  • Texas DADS Survey Team annually
  • Texas Health and Human Service Commission occasionally
  • Texas Attorney General’s Medicaid Fraud Control Unit as requested
  • Social Security Administration occasionally
  • Disability Rights as requested
  • Adult Protective Services as requested
  • U.S. Department of Health and Human resources as requested

This process can be challenging for anyone new to this experience. Our entire staff understands how difficult and complex everything can be, so we make sure to use all our resources to help families understand how it works, plan for future issues, and succeed as best as possible.

Transitional Assistance

We can help family members and guardians transition their loved one from one program (i.e. from ICF to HCS) to another or we can simply help guide them when new to the program. We know it’s challenging to fully understand how the process to enter these programs works, so we provide help and guidance for those who need assistance navigating the system.

We have a team of trained personnel at our corporate office, as well as our regional offices (near you) who can help with anything from program eligibility and transitional assistance to group residence and day habilitation services. We also provide supplemental services to our program like financial guidance for families and guardians, transportation to and from activities and appointments, and in-home support. No matter what aspect of our program you and/or your loved one need assistance with, our team will be there every step of the way.

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