Self Directed Coordinator

Clear Destination Inc.; City of Middletown, Northern (NY, KY); Hybrid; USD 54,000 - 56,000; Full time

Job summary

Clear Destination Inc. in Middletown, NY is seeking a Self-Direction Coordinator to oversee an assigned caseload and budgets for the NY OPWDD Self-Direction program. You will ensure regulatory compliance and support individuals and families in achieving Life Plan goals.

The role emphasizes strong communication, data entry into EHR/CHOICES, and collaboration with care managers, brokers, and provider agencies to deliver coordinated services.

Qualifications

• Bilingual Spanish/English strongly preferred.
• Strong understanding of fiscal or budget management principles.
• Excellent communication, documentation, and organizational skills.
• Ability to manage multiple deadlines and work independently.
• Proficiency with Word, Excel, Outlook, Teams, and smartphones.
• Strong math skills and ability to interpret OPWDD guidelines.
• Critical-thinking and problem-solving skills.
• Collaborative, respectful, and person-centered approach to supporting individuals with developmental disabilities.

Responsibilities

• Ensure all fiscal intermediary services comply with OPWDD regulations, policies, and funding guidelines.
• Review, verify, and approve invoices and payment requests in accordance with each participant’s approved Self-Direction budget.
• Review and approve Staff Action Plans, ensuring regulatory compliance.
• Monitor budget usage to prevent overspending, underspending, and discrepancies.
• Review and submit budget amendments to the Developmental Disabilities Regional Office (DDRO).
• Review and approve Support Broker billing for accuracy and compliance.
• Serve as the main point of contact for assigned participants, families, and their Circle of Support.
• Provide guidance on fiscal policies, documentation requirements, and program procedures.
• Assist participants and families with budgetary components to ensure alignment with Life Plan goals.
• Attend Life Plan and Circle of Support meetings to ensure budgets align with individual outcomes.
• Collaborate with Support Brokers, Care Managers, and provider agencies for coordinated services.
• Provide administrative support, including data entry into EHR and CHOICES systems (e.g., DDP1s).
• Other assignments may be determined as needed to support program and organizational goals.

Skills

Bilingual Spanish/English

Budget management

Communication

Organizational skills

Education

Associate degree

Tools

EHR systems

Microsoft Office (Word, Excel, Outlook, Teams)

Job description

Location: Middletown, NY

Pay: $26.25

Hours: Monday - Friday from 8am - 4:30pm or 8:30 am - 5:00 pm (40 hrs.)

Overview

The Self-Direction Coordinator manages an assigned caseload and provides support to individuals and families enrolled in the New York State OPWDD Self-Direction program. This role oversees participant budgets to ensure effective utilization within established limits and full compliance with regulations, while maintaining a strong emphasis on quality customer service.

Primary Responsibilities

Budget Management & Compliance

• Ensure all fiscal intermediary services comply with OPWDD regulations, policies, and funding guidelines.
• Review, verify, and approve invoices and payment requests in accordance with each participant’s approved Self-Direction budget.
• Review and approve Staff Action Plans, ensuring regulatory compliance
• Monitor budget usage to prevent overspending, underspending, and discrepancies.
• Review and submit budget amendments to the Developmental Disabilities Regional Office (DDRO).
• Review and approve Support Broker billing for accuracy and compliance.

Participant & Family Support

• Serve as the main point of contact for assigned participants, families, and their Circle of Support.
• Provide guidance on fiscal policies, documentation requirements, and program procedures.
• Assist participants and families with budgetary components to ensure alignment with Life Plan goals.

Collaboration & Meetings

• Attend Life Plan and Circle of Support meetings to ensure budgets align with individual outcomes.
• Participate in Community Class Approval Committee and other planning or review meetings.
• Collaborate with Support Brokers, Care Managers, and provider agencies for coordinated services.
• Provide administrative support, including data entry into EHR and CHOICES systems (e.g., DDP1s).

Additional Support

• Other assignments may be determined as needed to support program and organizational goals.

Qualifications & Attributes

• Bilingual Spanish/English strongly preferred.
• Strong understanding of fiscal or budget management principles.
• Excellent communication, documentation, and organizational skills.
• Ability to manage multiple deadlines and work independently.
• Proficiency with Word, Excel, Outlook, Teams, and smartphones.
• Strong math skills and ability to interpret OPWDD guidelines.
• Critical-thinking and problem-solving skills.
• Collaborative, respectful, and person-centered approach to supporting individuals with developmental disabilities.

Education & Experience

• 1+ years of experience in OPWDD HCBS Waiver programs; Self-Direction experience preferred.
• Associate degree in a related field preferred.
• Experience with Electronic Health Records (EHR) preferred.

Physical Requirements

• Ability to sit or stand at a computer for extended periods.
• Work in close proximity to coworkers (within 3 feet).

EEO Employer