Wisconsin - Assistive Technology Services — Licensing, Medicaid Enrollment and Startup Requirements
Last reviewed: 2026-09-10
Wisconsin's Department of Health Services (DHS), Division of Medicaid Services, funds Assistive Technology through the IRIS, Family Care, and Children's Long-Term Support (CLTS) waivers to provide devices, remote supports, and training that reduce a participant's reliance on paid staff. Providers do not obtain a specific state facility or agency license to sell or evaluate assistive technology; instead, they must enroll as Medicaid providers through the ForwardHealth portal and subsequently secure contracts with regional Managed Care Organizations (MCOs) or County Waiver Agencies (CWAs).
Approval requires navigating a decentralized authorization structure where state Medicaid enrollment serves only as the baseline credential. A provider cannot bill the state directly for most waiver services; they must be selected by an IRIS participant and processed through a Fiscal Employer Agent (FEA), or hold an active network contract with a Family Care MCO, which dictates its own credentialing, network adequacy reviews, and rate negotiations before any service can be delivered.
1. Service Definition and Scope
In Wisconsin, Assistive Technology (AT) is defined as an item, piece of equipment, or product system used to increase, maintain, or improve functional capabilities at home, work, and in the community. The service also covers direct assistance in the selection, acquisition, or use of an assistive technology device.
The scope includes both low-tech items and high-tech remote supports, such as non-invasive monitoring technology, live audio/video feed equipment, and web-based monitoring systems. It explicitly excludes devices purchased for recreational or diversional purposes, as well as standard personal-use phones.
- Covered Items: Devices or equipment that facilitate live two-way communication, radio frequency identification devices, and web-based monitoring systems.
- Service Components: Evaluation of the assistive technology needs of a participant, purchasing or leasing devices, and training the participant or caregivers on device use.
- Remote Supports: Non-invasive monitoring technology allowing remote staff to monitor and communicate with members without providing direct physical assistance.
- Exclusions: Phones, personal-use devices, or equipment purchased for recreational or diversional purposes.
- Training Limitations: Training provided to participants for the sake of remote service delivery is the responsibility of the remote service provider, not billed separately as AT.
2. Regulatory and Oversight Agencies
The Wisconsin Department of Health Services (DHS) oversees all Medicaid waiver programs, with the Division of Medicaid Services (DMS) directly managing the IRIS, Family Care, and CLTS waivers. The Bureau of Quality & Oversight within DMS monitors provider compliance and waiver service definitions.
Additionally, Wisconsin's Assistive Technology Program (WisTech) provides statewide resources, device demonstrations, and technical assistance, though it does not directly license Medicaid providers.
- Wisconsin Department of Health Services (DHS): The overarching state agency managing Medicaid and HCBS waivers (https://www.dhs.wisconsin.gov/).
- Division of Medicaid Services (DMS): Administers the specific waiver programs including IRIS and Family Care (https://www.dhs.wisconsin.gov/dms/index.htm).
- Bureau of Quality & Oversight: Monitors waiver compliance, service definitions, and provider standards (https://www.dhs.wisconsin.gov/dms/bqo.htm).
- WisTech: Wisconsin's Assistive Technology Program offering device loans and demonstrations (https://www.dhs.wisconsin.gov/wistech/index.htm).
- ForwardHealth: The state's Medicaid enrollment portal and MMIS system (https://www.forwardhealth.wi.gov/).
3. Gatekeeping Prerequisites: Who Can Even Apply
Wisconsin does not utilize a Certificate of Need or a state-issued facility license for Assistive Technology providers. The structural precondition blocking an applicant from operating is the requirement to contract with a designated network entity, specifically a Family Care Managed Care Organization (MCO) or a County Waiver Agency (CWA) for CLTS.
For the self-directed IRIS waiver, providers must be explicitly selected by a participant and approved by the participant's IRIS Consultant Agency (ICA) before being onboarded by the Fiscal Employer Agent (FEA). Without an MCO contract, CWA authorization, or an IRIS participant's selection, a ForwardHealth-enrolled provider has no mechanism to receive referrals or bill for services.
- Family Care MCO Contracting: Providers must apply to and secure a contract with regional MCOs (e.g., My Choice Wisconsin, Inclusa), which may have closed networks based on regional adequacy.
- CLTS CWA Connection: Providers must connect with and receive authorization from a County Waiver Agency to serve children in specific counties.
- IRIS Participant Selection: Providers must be chosen by an IRIS participant and written into their approved IRIS Service Plan (ISP).
- FEA Onboarding: For IRIS, providers must complete vendor setup packets with the participant's chosen Fiscal Employer Agent (e.g., GT Independence, Premier Healthcare Services).
- Medicaid Enrollment: Active enrollment through the ForwardHealth Portal is required before MCOs or CWAs will execute a contract.
4. Licensure and Certification Requirements
Wisconsin does not issue a distinct "Assistive Technology Provider" license. Businesses providing these services operate under standard commercial business registrations and must meet the provider qualifications outlined in the specific waiver's Service Definition Manual.
When the assistive technology service involves clinical evaluation (such as determining the need for a complex communication device or mobility aid), the individual performing the evaluation must hold the appropriate professional license in Wisconsin, such as an Occupational Therapist or Speech-Language Pathologist license issued by the Department of Safety and Professional Services (DSPS).
- Business Registration: Providers must be registered to do business in the State of Wisconsin through the Department of Financial Institutions.
- Professional Licensure: Evaluators must hold active Wisconsin DSPS licenses (e.g., OT, PT, SLP) if performing clinical assessments.
- Commercial Standards: All assistive technology must be provided in accordance with applicable state or local building codes or standards of manufacturing, design, and installation.
- Waiver Certification: Providers must attest to meeting the specific qualifications listed in the IRIS Service Definition Manual or Family Care benefit package.
- Out-of-State Providers: May enroll if they meet Wisconsin's Medicaid requirements and are licensed in their home state, primarily for mail-order devices.
5. Medicaid Provider Enrollment
All adult and children's long-term care waiver service providers must enroll with Wisconsin Medicaid through the ForwardHealth Portal. Assistive Technology vendors typically enroll as non-billing, rendering, or atypical providers depending on whether they are supplying commercial goods or clinical evaluation services.
The enrollment process requires submitting business information, tax identification, and completing the Medicaid Provider Agreement. CLTS providers use a specific registration process through DHS to become qualified before connecting with CWAs.
- Portal: ForwardHealth Portal is the mandatory system for Medicaid enrollment (https://www.forwardhealth.wi.gov/).
- Provider Type: Vendors often enroll as Atypical Providers if they do not provide healthcare services requiring an NPI.
- Application Fee: Subject to the ACA institutional provider application fee (currently $731 for 2024) unless enrolled as an individual or exempt.
- CLTS Registration: A distinct provider registry process exists for the Children's Long-Term Support waiver (https://www.dhs.wisconsin.gov/clts/provider-registration.htm).
- Revalidation: Providers must revalidate their ForwardHealth enrollment every three to five years depending on provider type.
6. Staffing, Training and Background Checks
Agencies providing direct support or in-home training for assistive technology must comply with Wisconsin's Caregiver Background Check law. This requires completing background checks on all employees who have direct, regular contact with waiver participants.
For remote supports, the remote service provider is responsible for training their staff on the specific monitoring technology and the participant's individual response protocols. IRIS participants utilizing employer authority are responsible for training their own participant-hired workers on device use.
- Background Check Form: Providers must use the Background Information Disclosure (BID) form (F-82064) for all applicable staff.
- Registry Checks: Must check the Wisconsin Caregiver Misconduct Registry and the Department of Justice criminal records.
- Remote Staff Training: Remote support professionals must be trained to deliver live support and follow the participant's specific escalation protocols.
- Participant-Hired Workers: In IRIS, the participant is responsible for hiring and training their staff on AT use, not the state.
- Universal Precautions: Staff entering homes for installation or training must be trained in universal precautions and infection control.
7. Documentation, Policies and Records
Providers must maintain documentation proving that the assistive technology was delivered, installed, and that any required training was completed. For items over a certain cost threshold, extended warranties or insurance documentation must be kept on file.
In the IRIS program, all services must be documented in the IRIS Service Plan (ISP) and processed through the Wisconsin Individual Assessment and Service Design (WISITS) system. Providers must retain records for a minimum of five years to comply with Medicaid audit requirements.
- Service Plan: Devices must be explicitly authorized in the participant's IRIS Service Plan (ISP) or Family Care Member Centered Plan (MCP).
- Delivery Proof: Signed delivery tickets or installation sign-offs are required to verify the participant received the device.
- Warranty Records: Documentation of insurance or extended warranties is required for high-cost items (typically over $500).
- WISITS System: IRIS authorizations and service descriptions are mapped and tracked within the WISITS system.
- Record Retention: All Medicaid and waiver-specific documentation must be retained for at least five years from the date of service.
8. Billing, Rates and Claims
Assistive Technology is not billed directly to ForwardHealth by the provider. Instead, claims are submitted to the participant's Fiscal Employer Agent (FEA) for IRIS, the Managed Care Organization (MCO) for Family Care, or the County Waiver Agency (CWA) for CLTS.
Rates for commercial devices are typically based on the manufacturer's suggested retail price (MSRP) or a negotiated vendor rate, while evaluation and training services may use standard HCPCS codes (e.g., T2028 for specialized medical equipment). Room and board costs are strictly excluded from all waiver service claims.
- Billing Entities: Claims are submitted to FEAs (e.g., GT Independence), MCOs, or CWAs, not directly to the state MMIS.
- HCPCS Codes: Commonly utilizes T2028 (Specialized medical equipment) or specific modifier combinations dictated by the MCO.
- Prior Authorization: No item can be billed without a prior authorization generated by the ICA, MCO, or CWA.
- Rate Setting: Device rates are typically invoice-based or negotiated; service rates are contracted with the MCO.
- Exclusions: The cost of room and board is excluded for this waiver service, regardless of service setting or location.
9. Approval Sequence and Timeline
The approval sequence begins with the provider enrolling in the ForwardHealth Portal, which can take 30 to 60 days for the state to process. Once enrolled, the provider must actively solicit contracts from regional MCOs or register with CWAs, a process that varies widely depending on the agency's network needs and credentialing schedule.
For individual participant authorizations, the need must be identified in the service plan, approved by the care manager or IRIS consultant, and authorized before purchase. Implementation of new service definitions typically requires a 90-day compliance window for existing authorizations.
- Step 1: Submit Medicaid enrollment application via ForwardHealth Portal (30-60 days).
- Step 2: Apply for network inclusion with regional Family Care MCOs or register with DHS for CLTS.
- Step 3: Complete MCO credentialing and sign provider contracts (60-90 days, if network is open).
- Step 4: Receive participant-specific prior authorization from the MCO, CWA, or IRIS FEA.
- Step 5: Deliver the device/service and submit the invoice to the authorizing entity for payment.
10. Common Denials and Survey Findings
A frequent cause for denial of Assistive Technology requests is the overlap with standard Medicaid state plan benefits; waiver funds cannot be used if the item is covered by regular Medicaid (e.g., standard durable medical equipment). Providers also face claim denials if they deliver a device before the official authorization date is generated in the ISP or MCO system.
Audits frequently cite providers for failing to maintain proof of delivery or for billing for devices deemed recreational rather than functional. Additionally, requests for additional funding are denied if the participant already has another service authorized to meet the exact same need.
- State Plan Duplication: Denials occur if the requested item is covered under the Medicaid State Plan DME benefit.
- Recreational Use: Devices purchased for diversional or recreational purposes are strictly prohibited and will be denied.
- Premature Delivery: Claims are denied if the device is purchased or delivered prior to the start date on the official authorization.
- Missing Delivery Proof: Post-payment audits frequently recoup funds if the provider lacks a signed delivery receipt from the participant.
- Duplication of Services: Denials occur if multiple services (e.g., AT and in-person supportive home care) are billed simultaneously to meet the exact same need without justification.
11. Key Contacts and Resources
Providers should utilize the ForwardHealth Portal for all initial Medicaid enrollment inquiries and the DHS website for specific waiver manuals. The IRIS Service Definition Manual and the CLTS Provider Registration page are critical resources for understanding exact service limitations.
For questions regarding assistive technology standards and state resources, the WisTech program serves as the primary technical assistance contact.
- ForwardHealth Provider Services: 800-947-9627 for enrollment and portal assistance (https://www.forwardhealth.wi.gov/).
- DHS WisTech Program: [email protected] or 608-514-2513 (https://www.dhs.wisconsin.gov/wistech/index.htm).
- CLTS Provider Registration: Information on becoming a children's waiver provider (https://www.dhs.wisconsin.gov/clts/provider-registration.htm).
- IRIS Program Information: Updates and service definition manuals for the self-directed waiver (https://www.dhs.wisconsin.gov/iris/index.htm).
- Family Care MCOs: Providers must contact individual MCOs (e.g., My Choice Wisconsin, Inclusa) directly for contracting information.
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