Monthly Summary

Each month, as a private provider, you should complete the Monthly Summary. The monthly summaries are to be completed for each family case served by your agency and must be submitted in TFACTS as a Monthly Summary case recording once each month. The summary needs to be entered in the system by the 15th of the next month.

View monthly summaries by expanding an open family case on the Home Workload page and clicking the View Monthly Summary icon.

Enter a monthly summary by expanding an open family case on the Home Workload page and clicking the Add Monthly Summary icon.