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
  • IRIS Service Authorization Requests: Review Guidelines, P-03237 (PDF)
  • IRIS Private Duty Nursing Policy Clarification, P-00708C (PDF)
  • IRIS Remote Services Policy, P-03081 (effective January 1, 2022) (PDF)
  • Reporting and Follow-up for Immediate Reportable and Critical Incidents, P-03131 (effective January 1, 2022) (PDF) 
  • Electronic Visit Verification in IRIS, P-03113 (PDF)
  • Fiscal Employer Agent Enrollments and Transfers, P-03107 (PDF)
  • Vulnerable and High Risk Participant, P-03128 (PDF) (effective January 1, 2022)
  • Guidelines for Assistive Technology – Service Dogs, P-03224 (PDF)
• IRIS Service Definition Manual, P-00708B (PDF)
• IRIS Support Services Provider Training Standards, P-03071 (PDF)
• IRIS Participant Handbook, P-01008 (PDF)
• IRIS Brochure, P-23205 (PDF)
• IRIS Payroll and Vendor Schedule 2022, 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)

IRIS Provider Agreement

• 2023–2024:
  • IRIS provider agreement, effective January 1, 2023 (PDF)
• 2021–2022:
  • IRIS provider agreement (includes amendments), effective January 1, 2021 (PDF)
  • IRIS provider agreement, original version (PDF)
  • Amendments:
    • January 2022 amendment (PDF)
    • July 2021 amendment (PDF)

IRIS Self-Directed Personal Care Contract (Effective July 1, 2021)

• 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 Consultant Agency Quality Management Plan, F-01208 (Word)
• IRIS Consultant Agency Quality Management Plan Tracking, F-01208A (Excel)
• IRIS Fiscal Employer Agency Quality Management Plan, F-01207 (Word)
• IRIS Fiscal Employer Agency Quality Management Plan Tracking, F-01207A (Excel)

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

• 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
  • 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
• Transition Action Guide for Post-School Planning