Participant Intake & Lifecycle
Streamlined intake with engagement types, UCI tracking, budget visualization, and IPP document management. Activate, deactivate, and reactivate participants with full audit trail.
Product
Everything a California SDP FMS needs in one platform
FMSLio is built for the full ecosystem. FMS admins, vendors, workers, and participants each get a tailored experience — and they all live on the same platform.
For FMS organizations
Run your FMS without the spreadsheets
Everything you need to operate a California Self-Determination Program FMS — intake, onboarding, vendor management, timesheets, payroll, and compliance reporting — in one place.
Worker Onboarding & Management
Complete onboarding workflows with W-4, DE-4, I-9, and banking forms. Manage assignments, service codes, and employee handbook acknowledgments per California requirements.
Vendor Management
Invite vendors, approve relationships, assign participants with service codes, manage document requirements (W-9, insurance, licenses), and track invoices.
Timesheet Approval & EVV
Two-step approval flow (participant + admin) with EVV validation. Modify timesheets with a proposal workflow that requires worker re-approval.
Payroll & Compliance Reporting
ADP integration ready. Generate EVV exception reports, budget utilization reports, and document expiration tracking. Audit log captures every state change.
Multi-Tenant Security & Compliance
HIPAA-aware architecture, encrypted PHI fields, audit-ready logs, row-level security across FMS organizations. BAA available.
For service vendors
One vendor account across every FMS you work with
Vendors connecting to California SDP participants through FMSLio manage their entire relationship — invoices, documents, banking, and assignments — in a portal designed for service providers.
Multi-FMS Support
Connect to multiple FMS organizations. One vendor account, one set of documents, one place to invoice.
Self-Service Onboarding
Sign up directly with your business info, EIN, W-9, banking, and insurance. Get connected to participants via QR code or invite.
Invoice Creation
Create invoices with service codes pulled from your assignments. Budget visibility prevents over-budget submissions.
Document Management
Upload business documents once. Share selectively with each FMS organization. Track document expirations.
Payment Tracking
See payment status across all your FMS organizations. Net-15, Net-30, or immediate payment terms supported.
For workers
A portal built for the people doing the work
Direct support professionals, drivers, chore providers, and other workers serving California SDP participants get a portal designed around their actual day — clocking in, submitting hours, tracking pay.
EVV Clock-In / Clock-Out
Electronic Visit Verification with location, time, and service tracking. Mobile-first portal designed for direct support professionals on the go.
Manual Timesheet Entry
Enter timesheets manually when clock-in wasn't possible — forgot to clock in, phone battery died, no signal. Clear error messages, not generic 'something went wrong'.
Timesheet History & Modifications
See all your timesheets, their approval status, and any modifications proposed by your FMS admin (which you can approve or reject).
Pay & Payroll History
View pay periods, line items, and payment status. ADP integration shows actual deposits when payroll is run.
Onboarding & Acknowledgments
Complete onboarding once: tax forms, banking, employee handbook, mandatory reporter training, code of conduct, confidentiality, drug-free workplace.
For participants & authorized representatives
See your services. Approve your team. Track your budget.
Participants in the California Self-Determination Program (and their Authorized Representatives when delegated) get a clear view of services received, hours pending approval, and budget remaining — without calling their FMS.
Worker Timesheet Approval
Review and approve timesheets from workers providing services. Clear weekly view, easy approval.
Vendor Invoice Visibility
See vendor invoices for services provided. Approve or raise concerns through your FMS.
Budget Visibility
Track spending against your authorized budget, by service code. Know what's available before requesting new services.
Independent Facilitator (IF) Support
If you work with an Independent Facilitator, they have their own view to help facilitate your program.
Partnership, not platform
Configured for your FMS, not the other way around
Every FMS we work with has different participants, different intake requirements, and a brand of its own. FMSLio bends to match — your team and the people you support never see our logo.
Built for your brand
Your FMS organization gets its own portal with your logo, primary color, display name, and email sender identity. Workers, participants, ARs, and vendors see your brand when they log in — not FMSLio.
Configurable intake flows
Every FMS captures different participant data. We configure the intake to match yours — required documents, signature blocks, regional center preferences, IPP attachment rules. Yours, configured with you during onboarding.
Built for the California SDP ecosystem
FMSLio handles your specific workflows — service codes, regional centers, IPP tracking, EVV, burden rate reporting — on day one. See it on a call.