CFS Self Directed Supports
Fiscal Intermediary for Self-Directed Services
CFS SDS utilizes various OPWDD opportunities to help meet individuals needs in a truly person-centered way. Our approach allows individuals to participate in community-based opportunities of choice as well as in home learning. As an FI we look forward to providing billing and administrative support for individuals and families that choose self-direction. We also look to be a meaningful part of your circle to give life to your vision of self-directed services. If you are interested, please contact us!
Family Launch Information & Forms
Please click on the appropriate PDF link, download and save to your computer. Click on the Family Launch Document Bundle to download a zipped file of all the forms to your computer.
New Hire Process
CFS will begin the hire process only for staff who have been directly referred by a family who has been approved or is in approval process with us. Our process includes the required background checks, pre-employment physical, and online orientation. CFS HR staff will initiate the process with staff via email. To access our agency employment application staff can utilize the link below to complete via Adobe Sign.
Evero Trainings and Resources
CFS SDS utilizes EVERO software for all Self Direction programs.
Individuals and families will be given access to EVERO to upload Invoices for reimbursement, approve staff time, and access documents including budgets, staff action plans and track expenditures. Review recorded webex video’s for families on how to access EVERO portal and how to Approve staff time on EVERO portal.
Staff will be given access to EVERO once hired. Staff will need to punch in and out and enter sessions on EVERO. Review recorded webex for staff on how to use the Digital Agency and Myeveroportal.com.
For us to pay vendor directly, we will need a W-9 form completed. Please click below to complete this form via Adobe sign.
Also if you are requesting direct deposit (ACH), please click the link below to complete this via adobe sign. You will need to attach a voided check.