Montana Personal Care Agency Complete Startup Package

Private-Pay and Montana CFCS/PCS Readiness

Start Your Montana Personal Care Agency With Confidence!

We make the process easier with a coordinated startup package for a Montana Personal Care Agency. Montana does not appear to use a general DPHHS health-care-facility license for a standalone private-pay, nonmedical agency, but service scope matters. Agencies seeking Montana Medicaid agency-based CFCS/PCS participation must separately complete provider enrollment, program qualifications, staffing, insurance, training, EVV, and service-authorization requirements.

Our goal is to save you time, reduce confusion, and help you move forward with a professional, well-prepared foundation for your Montana Personal Care Agency. Let Us Start Your Montana Agency!

What's Included?

  • Logo Creation
  • Custom WordPress website and one year of website hosting: Sample Website
  • Domain name registration for one year
  • Custom full-color tri-fold brochure design and printing — 500 brochures: Sample Brochure
  • Color Business Card creation and printing — 500 cards: Sample Business Card
  • Comprehensive Document Package: Policy Manual, Human Resources, Client Service, and Forms — aligned with Montana private-pay Personal Care Agency operations: Learn More Here
  • Member’s area access for future document updates, client community, and video tutorials
  • Private-pay operational preparation and, when selected, Montana Medicaid agency-based CFCS/PCS enrollment, staffing, insurance, and EVV preparation: Learn More Here
  • Guidance and feedback as necessary to ensure your success

Customize Your Package and Save

Already have brochures, website, or logo? Don’t need everything included in the package? Let us know, and we can customize the package and adjust the price accordingly.

Purchase Options


One-Time Payment — $4,995


Or
Three Equal Installments — $1,665 Each

Questions?

Give us a call and let us know about your needs.

Our documents are State Specific, customized with your company information, and cross-walked to the accreditation body of your choice as well as to state regulations.

We have helped hundreds of agencies with their document needs from Montana to Alaska and Coast to Coast. We offer the best prices in the industry with the fastest delivery.

Updates are Free!

We will customize the documents to your company at no additional charge!

You will have access to the member's area where you can interact with other members and download updates free of charge.

We also accept check or money order.
Mail Check or Money Order to:
Home Health Forms
3098 N. Eastman Rd, Suite 109
Longview, TX 75605

Montana Personal Care Agency Startup FAQs

Answers to common questions about Montana private-pay personal care, Medicaid Community First Choice Services and Personal Care Services (CFCS/PCS), provider enrollment, and EVV.

Does Montana require a Personal Care Agency license?

Montana does not appear to use a general DPHHS health-care-facility license for a standalone private-pay, nonmedical agency serving clients in their homes. Service scope matters: a business meeting the Home Health Agency definition or another regulated category needs the applicable license. Confirm the proposed model with DPHHS before opening.

What services can a private-pay agency provide?

Typical nonmedical services include help with bathing, dressing, grooming, toileting, mobility, meals, light housekeeping, laundry, companionship, errands, transportation, and medication reminders. Written service limits, worker training, insurance, and client-specific plans should match applicable law and contracts.

What services can the package support?

The package supports private-pay operations and can be configured for an agency seeking Montana Medicaid agency-based CFCS/PCS participation. It does not itself authorize Medicaid billing, skilled home health services, or another regulated service.

Is this the same as a skilled Home Health Agency?

No. A private-pay Personal Care Agency generally provides nonmedical assistance. A Montana Home Health Agency furnishes skilled or clinical home health services and must be licensed by the DPHHS Licensure Bureau.

What are CFCS and PCS?

Community First Choice Services and Personal Care Services are Montana Medicaid programs supporting eligible members with activities of daily living and related tasks. The state renamed the former CFC/PAS programs CFCS/PCS; applicants should use the current DPHHS program materials.

What is the difference between agency-based and self-directed services?

Under the agency-based option, an enrolled provider agency manages workers and service delivery. Under the self-directed option, the member has greater responsibility for directing and managing care. This startup package is designed for an agency-based provider unless otherwise agreed in writing.

How does an agency enroll with Montana Medicaid?

An organization uses the applicable facility or organization enrollment type and submits current ownership, tax, screening, agreement, NPI or API, taxonomy, W-9, and program-specific documents. Approval and effective dates come from Montana Healthcare Programs.

Are additional agency qualifications required for CFCS/PCS?

Yes. Current requirements under ARM 37.40.1013 include applicable general liability, workers' compensation, motor-vehicle liability, and unemployment insurance, as well as an onsite visit and new-provider training. Verify current amounts, exemptions, and documentation with DPHHS.

What services are covered by CFCS/PCS?

Covered tasks can include assistance with bathing, dressing, grooming, toileting, eating, medication assistance, ambulation or exercise, and medical escort. PCS may include limited grocery, housekeeping, and laundry tasks; CFCS includes additional approved supports. Coverage always depends on assessment, authorization, and the current service plan.

Is Electronic Visit Verification required?

Yes for Montana Medicaid personal care services subject to EVV. For applicable dates of service, a compliant record must be submitted through Mobile Caregiver+ or a certified alternate EVV solution; claims without the required record may be denied.

Can self-directed workers perform skilled tasks?

Montana identifies four skilled services that may be authorized in the self-directed option with health-care-professional authorization: bowel care, urinary-system care, medication assistance, and wound care. This does not authorize an agency or worker to exceed lawful scope or the member's approved plan.

Does provider enrollment guarantee clients or payment?

No. Enrollment does not guarantee members, referrals, authorization, claim payment, or revenue. Each service must satisfy eligibility, assessment, plan, documentation, EVV, billing, and program requirements.

Could Home Health Agency licensing apply?

Yes. Skilled nursing, therapy, clinical care, or a model meeting Montana's HHA definition can trigger separate licensing and professional requirements. Obtain a written scope determination before offering skilled or mixed-service programs.

What operating systems should an agency prepare?

The agency should maintain ownership and management records, insurance, personnel files, screening and competency records, client rights, assessments and service plans, written agreements, scheduling, visit records, medication-assistance limits, complaints, incidents, emergency practices, confidentiality, billing, payroll, EVV when applicable, and quality oversight.

What does the Montana Startup Package include?
  • Logo creation and a customized WordPress website.
  • One year of website hosting and domain registration.
  • 500 business cards and 500 tri-fold brochures.
  • Montana Personal Care Agency policies, human-resources documents, client-service documents, and operational forms.
  • Private-pay preparation and, when selected, Montana Medicaid agency-based CFCS/PCS enrollment and EVV-readiness assistance.
  • Members' area access, customization, ongoing guidance, and applicable updates.
Are government and third-party fees included?

No. Entity filings, Medicaid enrollment expenses, background checks, insurance, rent, utilities, personnel and payroll costs, training, EVV or software expenses, mailing, and other government or third-party costs are separate unless expressly included in writing.

Do you guarantee enrollment or payer approval?

Home Health Forms provides customized documents, guidance, and preparation assistance. DPHHS, Montana Healthcare Programs, survey or enrollment contractors, and payers make their own decisions. Home Health Foms provides guidance and documents that meet regulatory requirements to ensure your success.

When are customized materials delivered?

Customized policy manuals, forms, and related digital documents are generally emailed within five business days after all customization information is received. Website, printing, shipping, and other components may have separate timelines.

What is the cancellation or refund policy?

Eligibility depends on work completed, customized materials produced, digital products delivered, third-party expenses paid, printing ordered, and other services already performed.

Important: Regulatory information is general and subject to change. Verify the service scope, licensing boundary, business registration, staffing, insurance, screening, training, CFCS/PCS enrollment, EVV, authorization, billing, and fee requirements with Montana DPHHS, Montana Healthcare Programs, local authorities, and other applicable agencies. Home Health Forms is a private consulting and document-preparation business and is not affiliated with the State of Montana or any government agency.

Policy Manual Demo

Press Play and then Double Click on the Video for Full Screen Size

Montana Personal Care Agency Startup FAQs

Answers to common questions about Montana private-pay personal care, Medicaid Community First Choice Services and Personal Care Services (CFCS/PCS), provider enrollment, and EVV.

Does Montana require a Personal Care Agency license?

Montana does not appear to use a general DPHHS health-care-facility license for a standalone private-pay, nonmedical agency serving clients in their homes. Service scope matters: a business meeting the Home Health Agency definition or another regulated category needs the applicable license. Confirm the proposed model with DPHHS before opening.

What services can a private-pay agency provide?

Typical nonmedical services include help with bathing, dressing, grooming, toileting, mobility, meals, light housekeeping, laundry, companionship, errands, transportation, and medication reminders. Written service limits, worker training, insurance, and client-specific plans should match applicable law and contracts.

What services can the package support?

The package supports private-pay operations and can be configured for an agency seeking Montana Medicaid agency-based CFCS/PCS participation. It does not itself authorize Medicaid billing, skilled home health services, or another regulated service.

Is this the same as a skilled Home Health Agency?

No. A private-pay Personal Care Agency generally provides nonmedical assistance. A Montana Home Health Agency furnishes skilled or clinical home health services and must be licensed by the DPHHS Licensure Bureau.

What are CFCS and PCS?

Community First Choice Services and Personal Care Services are Montana Medicaid programs supporting eligible members with activities of daily living and related tasks. The state renamed the former CFC/PAS programs CFCS/PCS; applicants should use the current DPHHS program materials.

What is the difference between agency-based and self-directed services?

Under the agency-based option, an enrolled provider agency manages workers and service delivery. Under the self-directed option, the member has greater responsibility for directing and managing care. This startup package is designed for an agency-based provider unless otherwise agreed in writing.

How does an agency enroll with Montana Medicaid?

An organization uses the applicable facility or organization enrollment type and submits current ownership, tax, screening, agreement, NPI or API, taxonomy, W-9, and program-specific documents. Approval and effective dates come from Montana Healthcare Programs.

Are additional agency qualifications required for CFCS/PCS?

Yes. Current requirements under ARM 37.40.1013 include applicable general liability, workers' compensation, motor-vehicle liability, and unemployment insurance, as well as an onsite visit and new-provider training. Verify current amounts, exemptions, and documentation with DPHHS.

What services are covered by CFCS/PCS?

Covered tasks can include assistance with bathing, dressing, grooming, toileting, eating, medication assistance, ambulation or exercise, and medical escort. PCS may include limited grocery, housekeeping, and laundry tasks; CFCS includes additional approved supports. Coverage always depends on assessment, authorization, and the current service plan.

Is Electronic Visit Verification required?

Yes for Montana Medicaid personal care services subject to EVV. For applicable dates of service, a compliant record must be submitted through Mobile Caregiver+ or a certified alternate EVV solution; claims without the required record may be denied.

Can self-directed workers perform skilled tasks?

Montana identifies four skilled services that may be authorized in the self-directed option with health-care-professional authorization: bowel care, urinary-system care, medication assistance, and wound care. This does not authorize an agency or worker to exceed lawful scope or the member's approved plan.

Does provider enrollment guarantee clients or payment?

No. Enrollment does not guarantee members, referrals, authorization, claim payment, or revenue. Each service must satisfy eligibility, assessment, plan, documentation, EVV, billing, and program requirements.

Could Home Health Agency licensing apply?

Yes. Skilled nursing, therapy, clinical care, or a model meeting Montana's HHA definition can trigger separate licensing and professional requirements. Obtain a written scope determination before offering skilled or mixed-service programs.

What operating systems should an agency prepare?

The agency should maintain ownership and management records, insurance, personnel files, screening and competency records, client rights, assessments and service plans, written agreements, scheduling, visit records, medication-assistance limits, complaints, incidents, emergency practices, confidentiality, billing, payroll, EVV when applicable, and quality oversight.

What does the Montana Startup Package include?
  • Logo creation and a customized WordPress website.
  • One year of website hosting and domain registration.
  • 500 business cards and 500 tri-fold brochures.
  • Montana Personal Care Agency policies, human-resources documents, client-service documents, and operational forms.
  • Private-pay preparation and, when selected, Montana Medicaid agency-based CFCS/PCS enrollment and EVV-readiness assistance.
  • Members' area access, customization, ongoing guidance, and applicable updates.
Are government and third-party fees included?

No. Entity filings, Medicaid enrollment expenses, background checks, insurance, rent, utilities, personnel and payroll costs, training, EVV or software expenses, mailing, and other government or third-party costs are separate unless expressly included in writing.

Do you guarantee enrollment or payer approval?

Home Health Forms provides customized documents, guidance, and preparation assistance. DPHHS, Montana Healthcare Programs, survey or enrollment contractors, and payers make their own decisions. Home Health Foms provides guidance and documents that meet regulatory requirements to ensure your success.

When are customized materials delivered?

Customized policy manuals, forms, and related digital documents are generally emailed within five business days after all customization information is received. Website, printing, shipping, and other components may have separate timelines.

What is the cancellation or refund policy?

Eligibility depends on work completed, customized materials produced, digital products delivered, third-party expenses paid, printing ordered, and other services already performed.

Important: Regulatory information is general and subject to change. Verify the service scope, licensing boundary, business registration, staffing, insurance, screening, training, CFCS/PCS enrollment, EVV, authorization, billing, and fee requirements with Montana DPHHS, Montana Healthcare Programs, local authorities, and other applicable agencies. Home Health Forms is a private consulting and document-preparation business and is not affiliated with the State of Montana or any government agency.