hcbs-curriculumSelf-direction of home- and community-based services (HCBS) allows individuals to determine what mix of personal care services and supports works best for them within the parameters of their person-centered service plan. Many states implementing Medicaid managed long-term services and supports or other managed integrated care programs that provide HCBS are offering individuals the opportunity to self-direct their HCBS. Health plan case managers play a key role in implementing self-direction.

The webinars and accompanying resources in this curriculum provide an overview of self-direction, considerations for the design and implementation of a self-direction program, and best practices for oversight of a self-direction program in a managed care context. The curriculum also provides several tools to help case managers explain the self-direction option and the related responsibilities of individuals choosing this option. In addition, there is information for health plans to help individuals determine if the self-direction option is right for them. 


  • Module 1: Introduction to Self-Direction
    Slides | Recording (27 minutes)
  • Module 3: Implementing Self-Direction in a Managed Care Context: Special Considerations
    Slides | Recording (23 minutes)
  • Module 4: Operating and Managing Self-Direction in a Managed Care Context
    Slides | Recording (31 minutes)

Additional Curriculum Resources

About this Curriculum

This curriculum is a product of the Integrated Care Resource Center made possible by the Centers for Medicare & Medicaid Services. The Integrated Care Resource Center is a national initiative to help states improve the quality and cost-effectiveness of care for Medicare-Medicaid enrollees. The state technical assistance activities provided by the Integrated Care Resource Center are coordinated by Mathematica Policy Research and the Center for Health Care Strategies.