IRIS: Manuals, Resources, and Reports
Learn more about the IRIS (Include, Respect, I Self-Direct) program. Find the resources and reports you need on this page.
- 1915(c) Home and Community-Based Waiver (expires December 31, 2025) (PDF)
- IRIS Policy Manual, P-00708 (PDF)
- IRIS Policy Manual: Work Instructions, P-00708A (PDF)
- Addenda to Policy Manual and Work Instructions
- Additional Funding Requests (Budget Amendment Requests), P-03656 (PDF)
- Electronic Visit Verification in IRIS, P-03113 (PDF)
- Eligibility, P-03515 (PDF)
- Fiscal Employer Agent Enrollments and Transfers, P-03107 (PDF)
- Guidelines for Assistive Technology – Service Dogs, P-03224 (PDF)
- IRIS Background Check, P-00708E (PDF)
- IRIS Service Plan, P-00708D (PDF)
- IRIS Service Plan: Service Authorizations, P-03501 (PDF)
- Private Duty Nursing Policy Clarification, P-00708C (PDF)
- Program Enrollment, P- 03547 (PDF)
- Remote Services Policy, P-03081 (PDF)
- Reporting and Follow-up for Immediate Reportable and Critical Incidents, P-03131 (PDF)
- Service Authorization Requests: Review Guidelines, P-03237 (PDF)
- Vulnerable and High Risk Participant, P-03128 (PDF)
- IRIS Service Definition Manual, P-00708B (PDF)
- IRIS Support Services Provider Training Standards, P-03071 (PDF)
- IRIS Participant Handbook, P-01008 (PDF)
- IRIS Participant Education Manual, P-01704 (PDF)
- IRIS Brochure, P-23205 (PDF)
- IRIS Payroll and Vendor Schedule, P-01740 (PDF)
- IRIS FEA Transfer Calendar, P-02239 (PDF)
- Standard Naming Convention for IRIS (Include, Respect, I Self-Direct) Program Documents, P-01032 (PDF)
- Home and Community-Based Services (HCBS) Settings Rule FAQ
- IRIS Transition Plan (PDF)
Adult Long-term Care Provider Management Project—Encourage providers to enroll early
Adult long-term care waiver services providers and vendors must enroll with Wisconsin Medicaid through the ForwardHealth Portal by January 1, 2026. We need your help to get providers and vendors moving ahead this spring so they don’t fall behind later this year. Here are some key resources:
- Check out the New Provider Enrollment System for Adult Long-term Care Portal page. You’ll find recorded trainings about how to enroll and information on how to get started.
- Find a toolkit for managed care organizations, a toolkit for IRIS fiscal employer agencies, a toolkit for IRIS consultant agencies, and a toolkit for IRIS participants to help spread the word to providers.
- Stay updated by signing up for the Adult LTC Waiver Provider email list to get news and resources.
Please note:
- This requirement does not affect individual self-directed support or participant-hired workers.
- Currently, supportive home care organizations or providers with a unique EVV provider agency ID cannot apply because their provider type is not yet available in the application. We will post here when that changes later this summer.
IRIS Provider Agreement
- 2025–2026:
- 2023–2024:
IRIS Self-Directed Personal Care Contract
The Certification Standards for IRIS Consultant Agencies (P-00826) and Fiscal Employer Agencies (P-00825) are being updated. During this time, the certification process for those agencies was stopped. Once updates are made, the process will open again.
- Business Associate Agreement, F-00759 (PDF)
- IRIS Program Conflict of Interest Disclosure-Provider, F-01310 (Word)
- IRIS Financial Projections Template, F-02046 (Excel)
Questions or comments? You can email the IRIS program at dhsiris@dhs.wisconsin.gov.
- IRIS Consultant Agency Quality Management Plan, F-01208A (Excel)
- IRIS Fiscal Employer Agent Quality Management Plan, F-01208B (Excel)
- IRIS Contractor Quality Management Plan Attachment Cover Sheet, F-01208 (Word)
Member satisfaction surveys for Family Care, Partnership, PACE, and IRIS programs, P-00717:
- Transition of Care Between Medicaid Programs or Medicaid Agencies, P-02364 (PDF)
- Long-Term Care: Worker Recruitment and Retention Resources
- Incontinence Supplies Guide, P-00693 (PDF)
- Accessibility Assessment Guide, P-00699 (PDF)
- IRIS Employment Contact Information for the Division of Vocational Rehabilitation, P-00705 (PDF)
- Elder Abuse/Adults at Risk/Adult Protective Services Guide for IRIS Consultants, P-00328 (PDF)
- Restrictive Measures Guidelines and Standards, P-02572 (PDF)
- Restrictive Measures User Guide, P-02769 (PDF)
- Adult Long-Term Care Programs: Enrollment and Disenrollment Resource Guide, P-02997 (PDF)
- Enrollment and Disenrollment Process Desk Aid for Publicly Funded Long-Term Care Programs, P-02915 (PDF)
- Employment Initiatives for People with Disabilities
- Joint Competitive Integrated Employment Guiding Principles (PDF)
- Health and Employment Consulting (HEC) Program
- Medicaid Purchase Plan
- Project SEARCH™ for Family Care and Family Care Partnership Members, and IRIS Participants, P-01048-13-02 (PDF)
- Interagency Agreement on Youth in Transition (PDF)
- Transition Action Guide for Post-School Planning