Kit guides / OPWDD Self-Direction

What provider details does an FI need?

Provider paperwork is often where an otherwise clear request slows down. The exact requirements vary by route and Fiscal Intermediary, but most requests need a usable provider identity and enough detail to explain what will be purchased and how it will be paid.

The core identity facts

Start with the provider's legal or business name, public website, location, contact information, and the name of the specific offering. A brand name alone may not be enough for a payment record.

Kit keeps provider identity separate from eligibility. A well-documented business can still be the wrong fit for a particular request, and a sparse website does not automatically mean the provider cannot work.

The service facts

The packet should make clear what the provider will deliver, who will deliver it, how often, for how long, and at what price. A class title or marketing slogan is not the same as a service description.

If a public page does not include these facts, Kit records the gap and can ask the provider for only the missing business information you authorize it to request.

Keep private information out

Provider outreach should not include a person's diagnosis, Life Plan, or other participant information. Those private facts belong in the family packet, not in a public provider inquiry.

One useful answer

Can a public provider page satisfy every FI requirement?

Usually not. Public pages are useful evidence, but payment, tax, invoice, and attestation details often require provider-created documents or a direct response.