Authorization Management
Track every service authorization and its remaining budget in real time, and stop overspending before it happens.
Software Solutions for Fiscal Employer Agents
Fiscal Agent Management Software for Self-Directed Care
ArborSoft automates payroll, authorization management, budget tracking, Electronic Visit Verification, and tax filing in one platform — so your back office spends less time reconciling systems and more time serving consumers.
Serving fiscal agents nationwide from Gilbert, Arizona.
Our mission: streamline self-directed care through innovation
We help organizations streamline the self-directed care process by bringing real innovation to the software and technology behind it. The administrative burden in this field is not inevitable — most of it is the cost of systems that were never designed to work together.
Our vision is to help organizations streamline back-office processing and increase their return on investment, so they can serve more consumers with the resources they already have. Our goal is to become a trusted partner to any self-directed care organization, working toward a future where more consumers can be served.
One platform for the entire fiscal agent back office
Fifteen modules sharing a single record set. An authorization entered once drives visit verification, payroll, billing, and reporting — with no re-keying and nothing to reconcile between systems.
Electronic Visit Verification
Capture compliant visit data by mobile, telephony, or web, and validate it against the authorization the moment it arrives.
Payroll
Complete payroll inside the platform, generating checks and direct deposits for employees and vendors without a third-party processor.
Billing
Build 837P and 837I claims from verified service data, auto-post 835 remittances, and reconcile payer payments in one place.
Tax Reporting
Automate federal and state payroll tax filings across every employer FEIN you administer, from one system.
Web Portal
Secure self-service for employers, employees, consumers, and case managers — timesheets, budgets, pay history, and documents.
Built for the way self-directed programs actually run
Four groups depend on your back office every pay cycle. ArborSoft gives each of them what they need without adding work for your team.
Consumers
Real-time budget visibility, service history, and a clear picture of what remains — without calling the office to ask.
Employers
Every common-law employer held as its own tax entity, with enrollment, FEIN, and filing obligations tracked to completion.
Employees
Simple visit capture, accurate multi-rate pay, and self-service access to stubs, credentials, and tax documents.
Case managers
Scoped visibility into utilization and service delivery for their own caseload, with alerts before budgets run out.
Increase your return on investment and serve more consumers
Back-office cost is what limits how many consumers an organization can take on. Every hour spent reconciling two systems, re-keying an authorization, or chasing a denial is an hour not spent on program growth.
ArborSoft removes those hours structurally rather than incrementally — by keeping the work in one system so it never has to be done twice.
No third-party payroll processor
Checks and direct deposits generated in-system, so there is no handoff, no second portal, and no per-transaction margin paid out. in-house payroll processing.
Validation before money moves
Authorizations, credentials, and budgets are checked at the point of entry, so errors are corrections rather than recoveries. real-time authorization validation.
Fewer inbound calls
Self-service access and automated alerts answer the routine questions before anyone picks up the phone. the ArborSoft web portal.
Scale without proportional headcount
Adding your thousandth employer adds a record, not a process. Multi-FEIN payroll and tax filing run as one operation. multi-FEIN tax reporting.
Why organizations choose ArborSoft as a trusted partner
Fiscal agent work is unforgiving in a specific way: the deadlines do not move, the tax liability is real, and mistakes are visible to the caregivers and consumers who depend on you. Software for this field has to be built by people who understand that, not adapted from a generic payroll package.
ArborSoft is purpose-built for Fiscal Employer Agents and Financial Management Services providers. Every module — from Electronic Visit Verification through 837P and 835 processing to magnetic media filing — exists because this work requires it, not because it made a feature list longer.
We work with organizations of every size, and our aim is the same in each case: take enough weight off the back office that the program can grow. Learn more about ArborSoft or explore how the platform fits together.
From the ArborSoft blog
Practical guidance on EVV compliance, fiscal agent operations, Medicaid billing, and self-directed care administration.
Authorization & Budget Tracking in FMS | ArborSoft
Tracking units and tracking dollars are not the same thing, and the gap between them is where most budget overruns are born.
837P, 837I, and 835 Medicaid Billing Explained | ArborSoft
Three X12 transactions carry most of the money in Medicaid billing. Understanding what each one does — and where the lifecycle breaks — is what separates a clean revenue cycle from a permanent backlog.
What Is a Fiscal Employer Agent (F/EA)? | ArborSoft
F/EA, Agency with Choice, and Fiscal Conduit are not interchangeable labels — they place employer responsibility in different places, and that changes who carries the tax liability.
Common questions about ArborSoft
- What does ArborSoft do?
- ArborSoft is fiscal agent management software for self-directed care and grant programs. It automates payroll, authorization management, budget tracking, Electronic Visit Verification, billing, and tax filing in a single platform, so a fiscal agent can run the entire back office from one system rather than stitching several together.
- Does ArborSoft require a third-party payroll processor?
- No. Payroll is calculated and disbursed inside ArborSoft, generating both printed checks and ACH direct deposit for employees and vendors. There is no external processor to hand off to and no reconciliation between two systems.
- Who uses ArborSoft?
- Fiscal Employer Agents, Financial Management Services providers, and organizations administering self-directed care or grant programs — anyone responsible for paying caregivers and vendors on behalf of consumers and their common-law employers.
- Can ArborSoft handle Medicaid billing?
- Yes. ArborSoft generates 837P professional and 837I institutional claims from verified service data and imports 835 electronic remittance advice, posting payments and denials automatically against the claims they reference.
- How does ArborSoft support EVV compliance?
- Visits are captured by mobile app, telephony, or web, recording all six data elements required under the 21st Century Cures Act. Each visit is validated against the governing authorization at check-in, and verified visits flow directly into payroll and billing.
See ArborSoft in action
Request a walkthrough and we will show you how authorizations, EVV, payroll, billing, and tax filing work together in a single system — using scenarios from your own program.