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# Wisconsin waiver agencies

**Direct answer:** Compliance Review leads, followed by Billing/RCM and Case Management where an agency keeps its own working record.

**Last reviewed:** 2026-10-28

**Product:** Compliance Review

**Pricing:** [View Pricing](https://onecareportal.com/pricing). Guided organization setup, role configuration, one hands-on training, and email and phone support are included.

**Who it fits:** Agencies in any niche that need human-reviewed PDF QA of visit notes, chart records, assessments, or other healthcare documents, standalone or alongside Case Management.

**Boundaries:** Current review flow: an authorized user uploads each readable PDF, applies organization-configured criteria, checks page-cited findings and records human decisions. Review Insights groups findings by program and criterion. If the agency's EHR offers API access, One Care Portal builds the connection during onboarding so documents flow into review automatically; staff-level views can be planned with the team. Qualified agency staff make the final documentation, billing and compliance decisions.

**Demo:** https://onecareportal.com/demo
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Canonical page: https://onecareportal.com/state/wi

## Product fit

Compliance Review, then Billing/RCM, then Case Management where the agency keeps its own working record.

Wisconsin splits long-term care across IRIS, Family Care, the Children's Long-Term Support (CLTS) waiver and Medicaid targeted case management, and the state decides who does the coordinating in each. If your agency is one of them, or serves them, One Care Portal runs beside the state's and payers' systems, not in place of them. Compliance Review checks your notes and plans against your own criteria. Billing/RCM tracks claims through 835 payment posting. Case Management runs caseloads where your agency keeps its own working record.

Exact payer, plan, transaction, enrollment, and claim-type fit is confirmed during setup. The 835 ERA Dashboard is included within Billing/RCM and is also available on its own.

## Boundaries

- No connection to ForwardHealth, FSIA, CARES, the IRIS FEA, MCO systems or any other state or payer system.
- Not certified, endorsed or approved by the Wisconsin Department of Health Services.
- No electronic visit verification, GPS capture or installed mobile app. It runs in the browser.
- No pre-built official Wisconsin forms. Note sections, review criteria and required fields are set up with your agency.
- No automatic enforcement of contact cadence. Your team still schedules and tracks it.
- Wisconsin decides who may be an IRIS consultant agency, a CLTS support and service coordination provider, or a Medicaid TCM provider. One Care Portal does not enroll, certify or contract agencies.

## Programs and contact documentation

See the canonical page for program-specific minimums, state-system boundaries and linked sources. Read October 2026; DHS and the program manuals control current requirements.

## Sources

- [DHS IRIS consultant agencies](https://www.dhs.wisconsin.gov/iris/ica.htm)
- [CLTS Waiver Manual P-02256](https://www.dhs.wisconsin.gov/publications/p02256.pdf)
- [IRIS Policy Manual P-00708](https://www.dhs.wisconsin.gov/publications/p0/p00708.pdf)
- [Family Care/Partnership 2026 MCO contract](https://www.dhs.wisconsin.gov/familycare/mcos/fc-fcp-2026-contract.pdf)
- [ForwardHealth Online Handbook, Targeted Case Management](https://www.forwardhealth.wi.gov/kw/archive/CaseManage050126.pdf)

## Pricing and next step

[View Pricing](https://onecareportal.com/pricing). [Book a 30-minute demo](https://onecareportal.com/demo). Do not submit participant names, records, or other PHI through the booking form.
