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Content
Participant and Circle Resources
Information about portal features relevant to Participants and their Circles of Support.
Introducing the Dynamic Budget Summary
Monthly Summary Notes
This section explains how to submit and view Monthly Summary Notes through the portal.
Viewing Monthly Summary Notes
Monthly Summary Notes show under the Plan Docs tab in the Documents section of a participant. Fr...
Submitting Monthly Summary Notes
A Monthly Summary Note must be submitted for each Budget Group (ComHab and SEMP) for each month t...
FAQ
Updated 05/10/22. What are Monthly Summary Notes? Monthly Summary Notes act as progress indicat...