Monthly Summary List

As a Private Provider you must enter a monthly summary for children who are placed with your agency.  On this screen you can see the monthly summaries that have been entered for family work items (cases).  

Click this 'View Monthly Summary' icon on the Home Workload screen after expanding an Ongoing Family work item - to view the Monthly Summary List page.

On the Monthly Summary List page you can select a monthly summary and view its details by highlighting a row and clicking the Select button.  

You can also mark a "draft" monthly summary In Error by highlighting a row and clicking the Mark In Error button.

You can also Add a new monthly summary.

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