IRIS: Manuals, Resources, and Reports
Learn more about the IRIS (Include, Respect, I Self-Direct) program. Find the resources and reports you need on this page.
- 1915(c) Home and Community-Based Waiver (expires December 31, 2030) (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)
- IRIS Background Check, P-00708E (PDF)
- IRIS Service Plan, P-00708D (PDF)
- IRIS Service Plan: Service Authorizations, P-03501 (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)
- 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
- IRIS Transition Plan (PDF)
Adult long-term care providers must submit their enrollment or revalidation by December 31, 2025, to be paid for dates of service on and after April 1, 2026
All adult long-term care waiver services providers must submit an application to enroll or revalidate with Wisconsin Medicaid through the ForwardHealth Portal by December 31, 2025. Providers must start this process now so their application is approved and their contracts and services are authorized by March 31, 2026. It can take several weeks for ForwardHealth to review and approve applications. If a provider’s enrollment or revalidation is not approved by March 31, 2026, they will not get paid for dates of service on and after April 1, 2026.
- Most providers should submit a new provider enrollment application on the ForwardHealth Portal to get a Medicaid-issued provider ID.
- Supportive home care agencies with electronic visit verification (EVV)-only provider Medicaid IDs have a quicker process. They’ll upgrade their EVV-only enrollment to full Medicaid enrollment. It’s called revalidation.
Key resources:
- Providers—find training and information on the Provider Enrollment System for Adult Long-term Care Portal page. You’ll find recorded trainings about how to enroll and information on how to get started.
- Partners—use our toolkits to help spread the word to providers:
Please note: this requirement does not affect individual self-directed support or participant-hired workers.
IRIS Provider Agreement
- 2025–2026:
- 2023–2024:
IRIS Self-Directed Personal Care Contract
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.
- 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)
- Enrollment and Disenrollment Process Desk Aid for Publicly Funded Long-Term Care Programs, P-02915 (PDF)
- Employment Initiatives: Helping People with Disabilities Find and Keep Jobs
- Joint Competitive Integrated Employment Guiding Principles (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