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Sample Sample Sample NYS OPWDD SelfDirection/Fiscal Intermediary SD MONTHLY SUMMARY NOTE January / 2017 for Was a circle meeting held this month? Sally Jones Month/Year X Yes No SD01 FI Agency: Independent.

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How to fill out the CSS Monthly Summary Note - Independent Support Services online

The CSS Monthly Summary Note is an essential document for individuals receiving self-direction services. This guide provides clear, step-by-step instructions for filling out the form online to ensure accurate and effective communication of monthly activities and supports.

Follow the steps to complete the form accurately.

  1. Click ‘Get Form’ button to access the CSS Monthly Summary Note and open it in the designated editor.
  2. In the designated box, enter the month and year for which you are reporting. This is important for maintaining a clear record of services provided.
  3. Indicate whether a circle meeting was held during the month by checking the appropriate box (Yes or No).
  4. Complete the participant's name and the name of the fiscal intermediary agency at the top of the form.
  5. On the next section of the form, check all activities and expenses related to your self-direction budget that were utilized during the month, providing full details for clarity.
  6. Under each Valued Outcome listed, provide detailed accounts of the activities participated in, the services received, and any progress made towards achieving those outcomes. Use complete sentences for elaboration.
  7. In the comments section, note any desired changes to your services and supports, if applicable, to give feedback on your experience.
  8. Before submission, ensure that you sign the document, confirming the accuracy of the information provided, as inaccuracies may result in consequences like a charge of Medicaid fraud.
  9. Finally, save your changes, download the completed form, print a copy for your records, or share it as needed.

Complete your CSS Monthly Summary Note online today for accurate and timely reporting.

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