In 2016, roughly 1 million people were enrolled in Medicaid-funded and Veteran-Directed Home- and Community-Based Services (VD-HCBS) self-directed programs. While the number of people self-directing their services nationally has increased by more than 40 percent since 2011, in 2016 fewer than 27 out of every 1,000 people with any disability were self-directing their long-term services and supports (LTSS). That said, counts vary widely across states, with California reporting 132 out of every 1,000 people with disabilities (about 1 in 8) received self-directed services, while in several states, fewer than 1 out of every 1,000 people with disabilities received self-directed services. This is all in spite of studies consistently showing that people who self-direct their services are more satisfied with them, experiencing equal or improved outcomes than people whose services are directed by an agency. Nonetheless, the highly individualized nature of each service plan and concerns about the ability of plan participants to manage their services effectively can create barriers that hinder states to take their programs to the next level. This paper describes programs in four states--Texas, Iowa, Wisconsin, and Florida--that take innovative approaches to self-direction. It discusses the strategies these states used to develop and expand their programs, coordinate and personalize services, promote stakeholder engagement and outreach, and implement effective training. Using interviews with leaders and participants, this paper highlights some innovative and promising practices along with a sample of self-directed program resources that can be used for training, education, collaboration, and replication. These tools are offered as a guide for states seeking to develop, improve, or expand their own self-directed LTSS programs. Finally, for each program, we offer a point of contact for additional information and guidance.
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