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SELF-DIRECTED SUPPORTS SUPPORT BROKER MONTHLY SUMMARY DOCUMENTATION SHEET INDIVIDUAL RECEIVING SERVICES (include middle initial) : Month/Year: / Designated Representative : (If applicable) Page 1

How to fill out support broker monthly summary

How to fill out support broker monthly summary:

1. Gather all relevant information: Before starting, make sure you have all the necessary information at hand, including the client's name, address, contact details, and any changes in their support needs or services for the month.
2. Review service delivery documentation: Go through all the service delivery documentation for the month, such as timesheets, support logs, and progress reports. Ensure that they are complete and accurately reflect the services provided to the client.
3. Calculate hours and costs: Calculate the total number of hours worked by the support broker during the month, as well as any additional costs incurred, such as mileage expenses or equipment purchases. Make sure to keep track of these expenses separately.
4. Summarize services provided: Create a summary of the services provided to the client during the month. Include the type of support provided, the duration of each session, and any specific goals or outcomes achieved. Be as detailed and specific as possible in this section.
5. Document any changes or concerns: If there were any changes in the client's support needs or any concerns that arose during the month, make sure to document them in a separate section. This could include changes in the client's health or circumstances, as well as any difficulties or challenges encountered during the provision of services.
6. Complete the financial summary: Prepare a financial summary for the month, detailing the total hours worked, hourly rate, and any additional costs incurred. Calculate the total amount owed by the client based on these figures.
7. Review and proofread: Before submitting the support broker monthly summary, take the time to review and proofread the document for any errors or omissions. Ensure that all information is accurate and complete.

Who needs support broker monthly summary?

1. Support brokers: Support brokers themselves require the monthly summary to keep track of the services provided, hours worked, and financial information related to their clients. It helps them maintain accurate records and facilitates proper billing and accounting procedures.
2. Funding sources or agencies: Funding sources or agencies that provide financial support for clients may require the support broker monthly summary as a proof of services rendered. It allows them to verify the hours worked, costs incurred, and the effectiveness of the support provided.
3. Clients or their representatives: The support broker monthly summary is also beneficial for clients or their representatives. It provides them with a detailed overview of the support services received, helping them understand the time and effort dedicated to their care. It can also serve as a reference for ongoing support planning and future needs assessment.

In conclusion, filling out the support broker monthly summary involves gathering all relevant information, reviewing service delivery documentation, calculating hours and costs, summarizing services provided, documenting changes or concerns, completing the financial summary, and reviewing the document before submission. The summary is required by support brokers, funding sources or agencies, and clients or their representatives.

For pdfFiller’s FAQs

What is support broker monthly summary?

Support broker monthly summary is a report that provides a summary of support broker activities and financial transactions for a specific month.

Who is required to file support broker monthly summary?

Support brokers are required to file the support broker monthly summary.

How to fill out support broker monthly summary?

Support broker monthly summary can be filled out electronically or manually by providing detailed information on activities and transactions for the month.

What is the purpose of support broker monthly summary?

The purpose of support broker monthly summary is to track and report support broker activities and financial transactions to ensure transparency and compliance.

What information must be reported on support broker monthly summary?

Information such as hours worked, services provided, payments received, and expenses incurred must be reported on the support broker monthly summary.

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