Accounting Functions
Working in partnership with providers retaining payee appointments to manage a broad range of payee financial services in accordance with Social Security compliance requirements.
Full Service Option
Accounting functions, plus Point-of-contact communication coordination, individual resource limit management, Medicaid Redetermination administration and Social Security and Medicaid reporting.
Representative Payee Client Fund Management
We change lives by helping providers deliver exceptional financial support to people with disabilities
Service |
Accounting Options |
Full Service |
|---|---|---|
| Bill Payment Services | ||
| Prepaid Debit Card Accounts | ||
| Balance & Transaction Reporting | ||
| Resource Limit Notifications | ||
| Provide Annual Accounting Data | ||
| Primary Point of Contact: | ||
| Individuals, Parents & Guardians | ||
| Provider Staff | ||
| Social Security | ||
| State Human Services | ||
| Manage Resource Limits | ||
| Complete Medicaid Redeterminations | ||
| Prepare Social Security & Medicaid Reporting |
Client Fund Management - Simplified
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