Questions about going independent as a CHIS provider in Idaho

Plain answers, in the order people usually ask them. If yours isn't here, email hello@chartedbi.com.

Is the walkthrough actually free?

Yes — the walkthrough itself, completely. The onboarding packet ($397) is a separate, later decision, and this page isn't a bait-and-switch for it.

I'm not independent yet. Is this still for me?

Yes — this is written for exactly that decision.

What format is the walkthrough, and when do I get it?

The format is being finalized. You'll get one email when it's ready, with everything you need to start, then occasional updates you can leave anytime.

What does the walkthrough cover?

Idaho's own independent-provider enrollment process, in the state's order: the background check (it has to clear before the application); current CPR and First Aid; general liability insurance; your NPI; the Trading Partner Account and Medicaid application, with the provider agreement, W-9 and EFT agreement; your degree, hours and competency proof for the Children's DD program; and Telligen registration. Then the three approvals you need before you can see clients.

What's the difference between general liability and professional liability insurance for an Idaho Medicaid provider?

They're different policies, and they aren't interchangeable. Idaho requires independent CHIS providers to carry general liability insurance, and the state's enrollment instructions say plainly that professional liability does not meet that requirement. General liability covers injury to people or damage to property; professional liability covers mistakes in the advice or services you give. Proof of the general liability policy is uploaded with your Medicaid application.

Is the walkthrough current with the state's process?

The state's own instructions get revised periodically. The walkthrough shows its last-updated date and gets updated when the process changes.

Should I read this before I decide whether to leave my agency?

Yes. That's what it's for — walking through the whole process once, in order, with someone who's already registered, before you decide whether going independent is right for you.

Can Charted guarantee my application gets approved?

No. State approval isn't something anyone can promise. What the onboarding packet guarantees is the process: follow the packet, and if your application still bounces for a paperwork error, we fix it and help you resubmit — free.

What is the $397 onboarding packet?

A personalized, watermarked onboarding packet for an already-independent BI onboarding their first or next client: the Onboarding Roadmap (the whole process, in order); coaching on how to actually get the Physician/Healthcare Professional Order Form signed — not a blank PDF; and the Optional Service Forms, explained. It's a one-time payment of $397 (US dollars) now, rising to $499 later. If you're reading this before that happens, this is the lower price. Buying it also opens the New Client Onboarding course in the member portal, where each step is taught in detail.

Is there a community?

Yes, for members. The community is part of the Charted Collective, which the onboarding packet opens, and it's private to people who've joined. The free walkthrough doesn't include it.

Who is behind Charted?

Charted is Idaho's Independent Provider Collective. The walkthrough is written by an independent Idaho CHIS provider who's already been through this process.

Still deciding? Start with the free walkthrough of the registration process — it's the same steps whether or not you end up making the leap.

Get the Free Walkthrough