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Financial Management Services

Financial management services (FMS) are a support function to help participants and their representatives use participant-directed services.

The primary duties of a FMS provider are to:

  • Provide protections and safeguards for participants, their representatives and program administrative agencies.
  • Complete financial transactions on behalf of participants in accordance with spending plans, authorizations and/or program rules. (This could include paying workers, agencies or other goods and services vendors.)
  • Generate reports for individuals and program administrative agencies showing financial transactions, spending plan data and other information applicable to the program.

For more information:

2013 Financial Management Services Conference

The 5th Biennial FMS Conference was held November 4 & 5, 2013 in at the Hyatt Regency in Baltimore, MD. 

View the conference presentation slides


National Resource Center for Participant-Directed Services
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