For You
Guides for your role
HES involves six roles, each with its own job. Pick the guide that fits yours, or scan the table below to see how the roles connect.
Pick your guide
Families & guardians
What HES can pay for, how to raise it with the care manager, and what happens after approval.
Open this guide ForCare managers
Eligibility screening, Life Plan goal phrasing, and the pre-submission checks that keep authorizations moving.
Open this guide ForSelf-direction brokers
How HES draws on the PRA, what the managed service adds, and when it beats a direct purchase.
Open this guide ForSelf-advocates
What HES is, what you can ask for, and who to ask — in plain words.
Open this guide ForProvider agencies
Referral signals to watch for, scripts for raising HES, and how it fits alongside your services.
Open this guide ForHES agencies
How to use this site and the forthcoming HES Assessment tool as a reference for your own education, onboarding, and family conversations.
Open this guideWho does what
Responsibilities at a glance
Some people hold more than one of these roles. Here's what each one owns.
| Role | Their job in HES |
|---|---|
| Family / guardian | Raise HES with the Care Manager and co-create goals. |
| Care Manager | Initiate the request, write the Life Plan goal, submit the RSA, monitor progress. |
| Self-direction broker | Coordinate PRA spending alongside HES for self-directed participants. |
| Self-advocate | Consent to anything that touches privacy; speak up about what would actually help. |
| Provider agency | Notice candidates from day-to-day work and prompt the conversation with the Care Manager. |
| HES Provider agency | Assess within 30 days, acquire and install, train for 3 months, support steady-state, review annually. |
To see how these roles hand off to each other, read how the process works.