How to switch to TrueCare
You can switch your FMS at any time, even in the middle of your plan year. Here is exactly what happens, start to finish.
- 1
Fill out our interest form
It takes about two minutes. Start the form, mark that you are transferring from another FMS, and attach your spending plan if you have it. We then email you a link to book a quick intro call.
- 2
Let your service coordinator and current FMS know
Ask your service coordinator to move your regional center authorizations to TrueCare starting on your transfer date, usually the 1st of a month. Your current FMS keeps paying for services before that date. Ask them for a report of what has been spent so far and a list of your providers, and send both to us.
- 3
Complete your onboarding forms online
We email you a secure link to three short forms: your onboarding form, your service agreement, and permission to share information with the people you choose.
- 4
We set everything up and open your account
We handle the regional center paperwork, load your spending plan, and help your providers sign up with us. Providers can register here. Once everything is approved, we email you a welcome packet, and services from your transfer date on are billed to TrueCare.
Switching in the middle of the year?
Our free calculator shows how much of your budget moves to TrueCare and whether it will last the rest of the year.