Fiscal Intermediary


The Fiscal Intermediary, or FI, is an agency that provides administrative and billing support to a person who chooses self-direction.

The Fiscal Intermediary is responsible for:

  • Completing background checks for self-hired staff;
  • Billing Medicaid or New York State for services in the budget;
  • Paying staff;
  • Tracking expenditures; and
  • Providing monthly statements to the person.

Self-Directed Services Training Topics

Welcome! To help you prepare for your new position, we request that you read this page and follow this training program that covers various topics you will find useful in the near future. Please read each training document link and check it off on the "Self Directed Services Training Acknowledgement Form" when you have completed the topic. The list includes several acknowledgment forms that must be completed and returned to HR at the end of this training program. They are indicated throughout the following information. If you have any questions or concerns at any point in time, please do not hesitate to contact James Johnson or the Staff Development Department at 518-546-7151.

**Make sure to complete the form at the bottom of the page verifying that you have completed this training exercise.**

Click each training topic to read it. All topics are required reading. Click the BACK ARROW in your web browser to return to this list.

Recognition and Prevention of Sexual Harassment in the Workplace: Both Part 1 and Part 2 must be viewed to complete this training.

Self Directed Services Training Acknowledgement Form

Please complete each training document link shown above and check it off on the "Self Directed Services Training Acknowledgement Form" when you have completed the topic.