Daily Notes: Monthly Report

Greetings! Within the first week of the next month, we'd like to summarize the work we've been doing with our clients, to assist in putting together the quarterly summaries that we're required to send to DDS.

So, what we need here, is your help in writing a monthly summary of your experiences below. Thank you for helping out & adding clarity to how we're making a difference!

Your Name (Parent or DSP)*

First NameLast Name

Client Name*

First NameLast Name

Month this Summary is for (last month):*

Summarize the goals you've worked on *last* month, & describe where they're at in the process, i.e. progressing or not. If you've had limited or partial time with the Client, that's ok, just do your best to summarize the goals & progress, from your experience.*

Feel free to keep a separate journal, if that helps prepare for this summary each month. This monthly summary can be pretty simple & to the point. It's not being sent directly to DDS, but does need to be complete enough so we don't have to have you edit it. We'll aggregate & send info from these into a quarterly report. See example below for more guidance.

Example Solin Sanctuary Monthly Report

Your Name: Johnny Caregiver

Client Name: Joey Client

Month: October

Goals Worked Towards & Progress Made:

This month, one of the main focuses for Joey was to work on money management & budgeting. He tends to not understand the value of money when it's hidden behind a debit card. In order to help him practice, I assisted him with enrolling in food stamp benefits. That way he can practice money management in a controlled lower-stakes environment.

We tried setting it up online, but we struggled with some of the questionnaires and answering everything completely. So, we called the customer service line and they helped all the way through it to get Joey set up.

After getting it set up and finding out how much exactly he’ll get every month, we used that as the starting place for his budget. He’ll receive $36 a month, so we decided to find specific recipes to purchase groceries for and make the recipe at least once a month.

Another goal Joey and I worked towards this month, was to take at least one hike a week. Joey and I spend time researching and deciding what hike to go on, and then at least once a week, we go there and hike as much as we’re feeling like that day. There was one week where we actually got two hikes in.

Finally another area of focus for us was to explore options to find Joey more social interaction with people who may have similar interests. After some research, we heard about a group that meets during the week around lunch time. As the first step, we wanted to gather more information. So, we found a contact and talked to the people who run the program. After the conversation, we felt like it could be a good fit. We made a plan to go check it out next week, so we’ll see if he likes it and in the meantime keep building off this momentum.