Participant and Circle Resources
Information about portal features relevant to Participants and their Circles of Support.
Billing Changes Effective Thurs., December 12, 2024
In early November, we attended a Fiscal Intermediary Contract Webinar presented by OPWDD. As a re...
Budget Summaries
Introducing the Dynamic Budget Summary
Housing Subsidy Changes Effective 11/01/22
The following describes how the budget line of Housing Subsidy and the new Housing section of the...
11/01/22 Template Housing Training Session
Originally occurred on 2/17/2023 Examples Used in Presentation: Example 1 (Timestamp 6:58): ...
Participant Portal v1.1 - Web Budget Summaries Quick Start Guide
Created 5/11/2018 Introduction Welcome to Participant Portal v1.1 with new web-based Budget Sum...
Class Review and Approval
Things to Note for Class Approval: Class review and approval process can take up to 30 days from...
Contract to Direct Bill and Contract to Direct Invoice Process
To streamline communications and reduce the frequency of class, membership, and service confirmat...
Group Jobs for Circle of Support
Group Jobs Intro Video for Circle of Support
Created 05/22/24.
Approving a group shift
The process of approving a group shift is very similar to reviewing a regular shift. When reviewi...
Why is the shift I already approved still showing as pending circle review?
Why is the shift I have already approved still showing as pending circle review in My Staff Work?...
Inviting New Participants and their Circle of Support to the Portal
Job Seekers (Resumes for Participants and Circles)
Beginning Monday, April 24, 2023, we will no longer be sending out resume and job posting eblasts...
Monthly Summary Notes
This section explains how to submit and view Monthly Summary Notes through the portal.
Submitting Monthly Summary Notes
A Monthly Summary Note must be submitted for each Budget Group (ComHab and SEMP) for each month t...
Viewing Monthly Summary Notes
Monthly Summary Notes show under the Plan Docs tab in the Documents section of a participant. Fr...
FAQ
Updated 05/10/22. What are Monthly Summary Notes? Monthly Summary Notes act as progress indicat...