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FAQ

What are Monthly Summary Notes?

Monthly Summary Notes act as progress indicators of the work being done as part of the participant's Staff Action Plan.

Why are Monthly Summary Notes required?

Monthly Summary Notes are part of the feedback mechanism required by law to be eligible to bill Medicaid.

Who can submit Monthly Summary Notes?

The following can submit Monthly Summary Notes, if they have a portal account:

  • Participant
  • Primary Contact
  • Parent/Guardian (if designated as an approver)
  • Family/Circle Contact (if designated as an approver)
  • Support Broker (if designated as an approver)

To designate someone as an approver, contact ISS _______ (who at ISS????)

What is a "Budget Group"?

Budget Group is related to the participant's Budget Summary. Budget Group is what is used to bill Medicaid, and can be the parent to other budget lines. For instance, a number of budget lines are all included under the IDGS Budget Group.

For the purposes of Monthly Summary Notes, the only Budget Groups that apply are ComHab and SEMP.

The Budget Group I'm looking for doesn't show up. What do I do?

The values in the Budget Group dropdown are based on the currently active support staff for the participant. If, for instance, SEMP does not show up as an option in the dropdown, that means the participant does not currently have a support staff hired into a SEMP job role.

If the Budget Group you are looking for doesn't show as an option, contact ISS HR at _____________.

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