Checklist for the Monthly P2P Summary Report

STEP 1 -Be sure you are using the latest version of this checklist.

STEP 2 -Cross-check time between Case Notes reports and P2P Summary.

Each office staff member has signed theirChecklist for Preparing for the Monthly Report and submitted it and their case note report to you.

__________________________________________

From NetCIL Manager, run the P2P Summary Report. (Check dates carefully.)

Case Notes total hours equal P2P Summary Report sections A-C total time
(Case Notes Reports serve as official documentation of services provided.)

This worksheet area must be completed to determine if the above statement is true.

Section: Grant / Time
A: P2P I&R
A: MSC I&R
A: NYS Cares I&R
A: PTIC I&R
A: F2F I&R
B: P2P Matching
C: P2P Training
TOTAL =

Case Notes Reports P2P Summary Report

Staff / Total Hours
TOTAL =

DO THESE EQUAL?

Yes or No

NEW – Do the CORE OUTCOME TOTALS appear? Look correct?

STEP 3 -Verify Parent Matching Requests(completed and incomplete)

Completed Matches - P2PSummary Sections A & B. #completed, # PWSN info in “Completed Matches Regarding” table, and # referrals to caregiver all equal.
This worksheet area must be completed to determine if the above statement is true.

Section A, Item 2 – Referrals, To Caregiver ______=

Section B, # Completed ______=

Completed Matches Regarding, # listed ______

Do ALL THREE above equal?

Is disability, age, gender & county listed for each?

YES = proceed to next step.

NO = check Referrals for Parent Matching.

Verify that each has a completed date

and a selection for “To Caregiver”

Incomplete Matches – P2P Summary Section B. # incomplete matches equals # PWSN info in “Incomplete Matches Regarding” table


This worksheet area must be completed to determine if the above statement is true.

Section B, # Incomplete ______=

Incomplete Matches Regarding, # listed ______

Do the above equal?

Is disability, age, gender & county listed for each?

YES = proceed to next step.

NO = check Referrals for Parent Matching.

STEP 4 – Verify Training # Completed Training equals # PWSN info in “Support Parents Trained Regarding” and looks appropriate for the time reported


This worksheet area must be completed to determine if the above statement is true.

Section C, # Completed ______=

Support Parents Trained Regarding, # listed ______

Do the above equal?
Does the time reported look accurate for the # completed?

Is disability, age, gender & county listed for each?

YES = proceed to next step.

NO = check Referrals for Training – Support Parent
and Online Training – Support Parent.

STEP 5 - Review P2P Summary Report Sections D-N (from Work Log entries)

Be sure there are not any entries for preparation activities appearing in P2P Summary Report, these should not have an activity type and therefore not appear in the report.

Make sure there is only a single entry for activities involving multiple office staff.

Make sure there is only a single entry for multi-day activities.

All entries in Section E: Workshops MUST:

  • Have #Attendees and Time
  • Have one of the following Projects
  • FORUM – Affordable Care Act #People____ #Units ______
  • FORUM – Autism Insurance #People____ #Units ______
  • FORUM – Family Caregiving #People____ #Units ______
  • FORUM – Fathers #People____ #Units ______
  • FORUM – Financial #People____ #Units ______
  • FORUM – Transition #People____ #Units ______
  • WORKSHOP - Education Record Keeping #People____ #Units ______
  • WORKSHOP – Families…Sharing Our Stories #People____ #Units ______
  • WORKSHOP - Health Care Notebook #People____ #Units ______
  • WORKSHOP - Housing Options #People____ #Units ______
  • WORKSHOP- Individualized Health Plan #People____ #Units ______
  • WORKSHOP- Letter Writing and Communication #People____ #Units ______
  • WORKSHOP - MSC – Families #People____ #Units ______
  • WORKSHOP - MSC – Partnerships #People____ #Units ______
  • WORKSHOP - MSC - OPWDD Services #People____ #Units ______
  • WORKSHOP - Tools for Inclusion – Using ABCD #People____ #Units ______
  • WORKSHOP - PTIC - Special Education #People____ #Units ______
  • WORKSHOP - F2F - Advocacy Skills & Techniques
  • WORKSHOP - F2F - Healthy Transitions
  • WORKSHOP - F2F - Parent-Professional Collaboration

All entries in Section H: Parent Groups must:

  • include a sentence addressing whether Group Case Notes have or have not been entered for this meeting. If not, include a brief explanation of why not.
  • include # Attendees
  • have a concise but clear description to support our claim of service delivery. (i.e. topic; name, title and organization of professional speaker;titles of handouts distributed, etc.)

Section L: Support Parent RecognitionMUSTshow an entry each March, June, September and December. If there is no Support Parent Recognition, there must be an entry stating so.

Section M: Quarterly Satisfaction Survey and Evaluationautomatically appears in this section if an entry has been made with this activity type. See separate instructions for further information.

STEP 6- Save Summary ReportWITH PROPER FILE NAME. Follow example
below. When satisfied with the Summary Report, save it in your “Reports” folder on the computer or network.

FILE NAME: (Office initials) + (Report month with year) + (P2P Summary Report) + (Date report was run)

TIP: When revisions are made requiring multiple versions of the report being run on the same date, use alphabetic characters to differentiate the versions.
EXAMPLE: FL April 2014 P2P Summary Report 5-3-2014
FL April 2014 P2P Summary Report 5-3-2014a

FL April 2014 P2P Summary Report 5-3-2014b

STEP 7–NetCIL data transmitted to Engineering Data on ______for
offsite backup on their server in Kentucky.

STEP 8 -Sign this checklist.

Completed and submitted by: On:

______

Signature Date

STEP 9 - Submit this checklist to Technology Department for review. Scan and email OR fax this completed monthly P2P Summary Report Checklist to the Technology Office by the scheduled review date.

 STEP 10 -Email the following to Regional Program Manager:

  • Case Notes Reports for this period from each office staff member
  • P2P Summary Report for this period

Checklist for the Monthly P2P Summary Report Page 1 of 4 2-5-2016