Getting Started with Self-Direction

Jun 10, 2023

Getting Started with Self-Direction

Moving from a traditional care service model to self-directed care, where you can recruit and hire your own caregivers can be both exciting and challenging. It opens up new opportunities for autonomy and personalized care decisions. Here are some tips to consider for a smooth and successful transition:

Research and educate yourself

Learn about self-directed care concepts, processes, and available resources. Familiarize yourself with the options and requirements specific to your location and self-direction program. A good starting point is exploring resources such as:


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Set clear goals

Identify your priorities, needs, and desired outcomes. Clearly define your goals for self-directed care, whether it's improving quality of life, gaining more control over your healthcare decisions, or exploring alternative treatment options. Tools like Charting the LifeCourse can be valuable in understanding the basics of person-centered planning. 


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Seek guidance from experts

Consult with professionals experienced in self-directed care. They can provide valuable insights, answer questions, and guide you through the transition process. These professionals may have titles such as Support Broker, Self-Direction Consultant, or Community Guide, depending on your state.


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Build a support network

Engage with support groups, online communities, and advocacy organizations. Connect with others who have already transitioned to self-directed care or are in the process. They can share experiences, provide advice, and offer emotional support.

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Develop a care plan

Work with a self-direction expert to create a personalized care plan that aligns with your goals and preferences. Determine the services, treatments, and supports you require, and explore how self-directed care can accommodate them.

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Familiarize yourself with legal and financial aspects

Understand the legal and financial implications of self-directed care, such as Medicaid waivers, funding options, and the responsibilities that come with managing your own care budget.

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Start small 

Begin with a few self-directed care elements or services and gradually increase your involvement and responsibilities over time. This approach allows for a smoother adjustment and gives you a chance to learn and adapt along the way.

Blending traditional and self-directed services at the beginning can ease the transition. For instance, you might work with an agency during the week and hire one self-directed employee for the weekend.

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Embrace ongoing learning

Stay open to learning and adapting as you navigate self-directed care. Work closely with self-direction experts to seek feedback, stay informed about new developments, and continuously evaluate and adjust your care plan based on your experiences and evolving needs.

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Transitioning to self-directed care requires careful planning, research, and support. By following these tips, you can navigate the process more smoothly, empowering yourself and your loved ones to embrace a more personalized approach to well-being.