Submitting Monthly Summary Notes

To submit Monthly Summary Notes, first navigate to the Plan Docs section of the participant for whom you are submitting.

From the home page,

1. Select the participant.

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1. Select the Documents tab.

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1. Select the Plan Docs tab.

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1. Click + Monthly Summary Notes.

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1. Fill out the form.
   • Month/Year must be in the form MM/YYYY.
   • Budget Group is either ComHab or SEMP.
     • Don't see what you're looking for? See Monthly Summary Notes FAQ.
   • Fill in all require fields.
   • Only one Monthly Summary Note per month per Budget Group is allowed.
2. Click Submit when done.

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FillThe inparticipant's info...SD Coordinator will receive an email notification to review the Monthly Summary Note. 

The person who submitted the Monthly Summary Note will receive a confirmation email when SD Coordinator either accepts or rejects the Monthly Summary Note. If it is rejected, a new one will need to be submitted.

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