Our Software
Self-Directed Care & FMS Software
Everything a Financial Management Services provider needs to serve consumers and employees — visit verification, payroll, taxes, authorizations, billing, and program notifications — in one platform, with no third-party processor.
What the software gives your organization
Our software allows organizations to offer services to consumers and employees that include Electronic Visit Verification, full-feature payroll done within the software — capable of generating checks and direct deposits for both employees and vendors without a third-party processor — taxes, authorization management, billing including 837P, 837I, and 835 processing, and notifications regarding program requirements.
The reason those capabilities are listed together is that in practice they are one workflow. A visit that cannot be verified cannot be safely paid. Time that is paid but not authorized cannot be billed. A claim that is submitted but never reconciled against its remittance is revenue you have not actually collected.
Running them in separate systems means maintaining agreement between those systems as a permanent operational task. Running them in one means the agreement is structural.
Core capabilities
Each capability has a detailed page covering how it works and what it connects to.
Electronic Visit Verification
Mobile, telephony, and web capture recording all six federally required data elements, validated against the authorization at check-in and flowing straight into payroll.
Full-feature payroll, in-house
Checks and direct deposits generated in-system for employees and vendors alike — no third-party processor. Multi-rate, multi-employer, and multi-FEIN by design.
Vendor payments from the same ledger
Goods-and-services vendors paid by check or ACH against the consumer budget, with invoices validated against the authorization and 1099 data maintained all year.
Taxes across every employer
Form 941, 940, W-2, and W-3 preparation plus state withholding and unemployment returns, with liability accrued per FEIN on every payroll run.
Authorization and budget management
Units and dollars tracked together, validated at the point of entry, with utilization and spend-down visible to administrators and case managers alike.
Billing: 837P, 837I and 835
Claims built from verified service data, scrubbed against payer edits before submission, with remittances posted automatically and denials grouped by cause.
Self-directed care and grant programs
Waiver and state plan programs
Medicaid waiver and state plan self-directed programs bring authorization structures, EVV mandates, and claim requirements that ArborSoft handles natively. Multiple concurrent programs per consumer, differing rate structures, and program-specific documentation are configuration rather than customization.
Grant-funded programs
Grant programs run on the same machinery with different reporting. Budgets are tracked as authorizations, spending is controlled the same way, and funder reporting is produced through saved export definitions — expenditure by category and period, participants served, units delivered, and administrative-versus-direct cost splits.
Multiple funding sources at once
Consumers frequently draw on more than one funding source simultaneously. ArborSoft applies each service to the correct authorization and funding source automatically based on service code and date, so blended funding does not become a manual allocation exercise at month end.
What changes in daily operations
The practical difference shows up in the work your team no longer has to do.
Payroll week
Verified visits are already payable. Exceptions surface on a queue instead of being discovered during review.
Month-end close
General ledger entries derive from posted transactions, so payroll detail and the accounting system agree without a bridging spreadsheet.
Claim submission
Claims are scrubbed against payer edits before they leave, turning would-be denials into pre-submission corrections.
Quarter end
Tax liability accrued with every run means the 941 reconciles against payroll detail continuously rather than in a fire drill.
Inbound calls
Budget balances, pay stubs, and approval status are self-service through the portal instead of arriving as phone calls.
Payer audits
Authorization amendments, EVV exception resolutions, and access history are all versioned and queryable by date.
Self-directed care and FMS questions
- What is Financial Management Services (FMS) software?
- FMS software supports the organization acting as fiscal intermediary in a self-directed program. It handles employer enrollment and tax registration, payroll and tax filing on behalf of common-law employers, vendor payments against consumer budgets, authorization and budget tracking, visit verification, and billing to the payer funding the services.
- Does ArborSoft handle payroll without a third-party processor?
- Yes. Checks and ACH direct deposit files for both employees and vendors are generated inside ArborSoft. There is no external payroll processor, so there is no file handoff to reconcile, no second portal to administer, and no per-transaction margin leaving the program.
- Which billing transactions does ArborSoft support?
- ArborSoft generates 837P professional and 837I institutional claims and consumes 835 electronic remittance advice, posting payments, adjustments, and denial reason codes automatically against the claims they reference.
- How does ArborSoft support EVV compliance?
- Visits are captured by mobile app, telephony, or web and record all six data elements required under the 21st Century Cures Act. Each visit is validated against the governing authorization at check-in, and verified visits become payable time in payroll and billable service in claims without re-entry.
- Can ArborSoft support grant programs as well as waiver programs?
- Yes. Grant-funded programs use the same authorization, budget, payment, and reporting machinery as waiver programs, with funder-specific reporting produced through configurable export definitions rather than custom development.
Continue reading
- The ArborSoft platform overview — how the modules fit together on one record set.
- What is a Fiscal Employer Agent? — F/EA, Agency with Choice, and Section 3504 responsibilities compared.
- EVV compliance requirements explained — the six required data elements and where audits find gaps.
See how ArborSoft streamlines your back office
Request a walkthrough of the platform and we will show you how authorizations, EVV, payroll, billing, and tax filing work together in a single system.