Monthly Summary Detail

As a Private Provider you must enter a monthly summary of the family work items (cases) including children who are placed with your agency by the 15th of the month.  This screen, the Monthly Summary Detail screen, is the mechanism for entering and submitting the monthly summaries.  This screen provides an entry field for the month, year, ICD Code, ICD Code description, Status, and the summary is entered in the Narrative field.

Click the Add Monthly Summary icon on the Home Workload screen, after expanding an Ongoing Family work item, to get to this screen.

Provider Name, Child Name, and Placement/Services are displayed.  Service Period Month and Year, ICD Code and Narrative must be entered.  The Status defaults to 'Draft'.  

See:

Private Provider Monthly Summary Guide and Template

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