IRIS: Manuals, Resources, and Reports

• 1915(c) Home and Community-Based Waiver (expires December 31, 2025) (PDF)
• IRIS Policy Manual, P-00708 (PDF)
• IRIS Policy Manual: Work Instructions, P-00708A (PDF)
• Addenda to Policy Manual and Work Instructions
  • Additional Funding Requests (Budget Amendment Requests), P-03656 (PDF)
  • Electronic Visit Verification in IRIS, P-03113 (PDF)
  • Eligibility, P-03515 (PDF)
  • Fiscal Employer Agent Enrollments and Transfers, P-03107 (PDF)
  • Guidelines for Assistive Technology – Service Dogs, P-03224 (PDF)
  • Private Duty Nursing Policy Clarification, P-00708C (PDF)
  • Program Enrollment, P- 03547 (PDF)
  • Remote Services Policy, P-03081 (PDF)
  • Reporting and Follow-up for Immediate Reportable and Critical Incidents, P-03131 (PDF)
  • Service Authorization Requests: Review Guidelines, P-03237 (PDF)
  • IRIS Service Plan: Service Authorizations, P-03501 (PDF)
  • Vulnerable and High Risk Participant, P-03128 (PDF)
• IRIS Service Definition Manual, P-00708B (PDF)
• IRIS Support Services Provider Training Standards, P-03071 (PDF)
• IRIS Participant Handbook, P-01008 (PDF)
• IRIS Participant Education Manual, P-01704 (PDF)
• IRIS Brochure, P-23205 (PDF)
• IRIS Payroll and Vendor Schedule, P-01740 (PDF)
• IRIS FEA Transfer Calendar, P-02239 (PDF)
• Standard Naming Convention for IRIS (Include, Respect, I Self-Direct) Program Documents, P-01032 (PDF)
• Home and Community-Based Services (HCBS) Settings Rule FAQ
• IRIS Transition Plan (PDF)

Adult Long-term Care Provider Management Project—enrollment now open!

As of September 16, 2024, adult long-term care waiver services providers must enroll with Wisconsin Medicaid through the ForwardHealth Portal. The Portal centralized enrollment system complies with federal requirements and standardizes, streamlines, and automates the process. Please note, this change does not affect individual self-directed support and participant-hired workers.

Here’s how to get started:

• Find information about the enrollment process in the Family Care, Family Care Partnership, PACE, and IRIS program areas of the ForwardHealth Online Handbook.
• Attend a live virtual training on Zoom to understand how to enroll. Check out the Live Training Schedule (PDF).
• Sign up for the Adult LTC Waiver Provider email subscription list to get training registration links by email.
• Find training recordings on the Trainings page of the Portal under the Adult Long-Term Care Programs menu.
• Visit the New Provider Enrollment System for Adult Long-term Care Portal page for more information.
   

IRIS Provider Agreement

• 2025–2026:
  • IRIS provider agreement, effective January 1, 2025 (PDF)
• 2023–2024:
  • IRIS provider agreement (includes amendments), effective January 1, 2023 (PDF)
  • IRIS provider agreement, original version (PDF)
  • Amendments:
    • January 2024 amendment (PDF)
    • June 2024 amendment (PDF)

IRIS Self-Directed Personal Care Contract

• IRIS Self-Directed Personal Care Contract, Original Version (PDF)

The Certification Standards for IRIS Consultant Agencies (P-00826) and Fiscal Employer Agencies (P-00825) are being updated. During this time, the certification process for those agencies was stopped. Once updates are made, the process will open again.

• Business Associate Agreement, F-00759 (PDF)
• IRIS Program Conflict of Interest Disclosure-Provider, F-01310 (Word)
• IRIS Financial Projections Template, F-02046 (Excel)

Questions or comments? You can email the IRIS program at dhsiris@dhs.wisconsin.gov.

• IRIS Financial Reporting Template, F-02047 (Excel)
• IRIS Certified Public Accountant Audit Checklist, F-02021 (Word)
• IRIS Financial Reporting Summaries

• IRIS Consultant Agency Quality Management Plan, F-01208A (Excel)
• IRIS Fiscal Employer Agent Quality Management Plan, F-01208B (Excel)
• IRIS Contractor Quality Management Plan Attachment Cover Sheet, F-01208 (Word)

Member satisfaction surveys for Family Care, Partnership, PACE, and IRIS programs, P-00717:

• 2023 Member Satisfaction Survey Results (PDF)
• 2022 Member Satisfaction Survey Results (PDF)
• 2021 Member Satisfaction Survey Results (PDF)
• 2020 Member Satisfaction Survey Results (PDF)
• 2019 Member Satisfaction Survey Results (PDF)
• 2018 Member Satisfaction Survey Results (PDF)

• Transition of Care Between Medicaid Programs or Medicaid Agencies, P-02364 (PDF)
• Long-Term Care: Worker Recruitment and Retention Resources
• Incontinence Supplies Guide, P-00693 (PDF)
• Accessibility Assessment Guide, P-00699 (PDF)
• IRIS Employment Contact Information for the Division of Vocational Rehabilitation, P-00705 (PDF)
• Elder Abuse/Adults at Risk/Adult Protective Services Guide for IRIS Consultants, P-00328 (PDF)
• Restrictive Measures Guidelines and Standards, P-02572 (PDF)
• Restrictive Measures User Guide, P-02769 (PDF)
• Adult Long-Term Care Programs: Enrollment and Disenrollment Resource Guide, P-02997 (PDF)
• Enrollment and Disenrollment Process Desk Aid for Publicly Funded Long-Term Care Programs, P-02915 (PDF)

• Monthly IRIS Enrollment Report, P-02354
  • 2024 Monthly Enrollment Reports
  • 2023 Monthly Enrollment Reports
  • 2022 Monthly Enrollment Reports
  • 2021 Monthly Enrollment Reports
  • 2020 Monthly Enrollment Reports
  • 2019 Monthly Enrollment Reports
  • 2018 Monthly Enrollment Reports
• Active IRIS Participant Map, P-01759 (PDF)
• Active Self-Directed Personal Care Map, P-01758 (PDF)
• ICAs and FEAs by Geographic Service Region, P-02029 (PDF)
• Family Care and IRIS Geographic Service Region Reconfiguration Timeline, P-03225 (PDF)

• Employment Initiatives for People with Disabilities
• Guiding Principles for Competitive Integrated Employment for People with Disabilities in Long-Term Care, P-01786 (PDF)
• Health and Employment Consulting (HEC) Program
• Medicaid Purchase Plan
• Project SEARCH™ for Family Care and Family Care Partnership Members, and IRIS Participants, P-01048-13-02 (PDF)
• Interagency Agreement on Youth in Transition (PDF)
• Transition Action Guide for Post-School Planning