Daily
Monthly Summaries
Objective vs Subjective
100

When should daily documentation be completed?

By the end of your shift that day!!

(not during your shift!)

100

When are monthly summaries due?

On the 21st of every month.

100

A.) Johnny turned away from staff when asked to preform the given task.

B.) Johnny ignored staff when asked to preform the given task.

A! Johnny turned away from staff when asked to preform the given task.

200

Can you copy and paste notes from day to day?

NOO!! Every day is different and this should reflect in your notes!

200

When completing a monthly summary, is it important to read every note from the previous month?

Yes! There may be information missed if you are just scanning through or looking at the groups calendar.

200
A.) Sarah was rude to her peers this morning when she arrived.


B.) Sarah arrived and did not look at any of her peers when they greeted her. She went directly to her seat and sat down and did not respond to her peers when they tried to address her.

B.) Sarah arrived and did not look at any of her peers when they greeted her. She went directly to her seat and sat down and did not respond to her peers when they tried to address her.

300

Should your notes be subjective or objective?

Objective!


Subjective is your opinion point of of view where as objective is what you actually see/hear

300

What goes into the significant info box?

Significant information!!

-Life plan meetings, any significant information you find in the documentation throughout the month; if the individual was out for a period of time, any unusual behaviors, etc

*This is why it is important to read through the notes*

300

A.) Timmy made a fuss when asked to help his peers clean up the program room.

B.) When asked to help his peers clean the program room, Timmy responded by rolling his eyes and saying "No I don't want to!".

B.) When asked to help his peers clean the program room, Timmy responded by rolling his eyes and saying "No I don't want to!".

400

Where do you get your group number from?

The number of people you are documenting on


*NOT THE TOTAL NUMBER OF THE GROUP FOR THE DAY*

400

Once the monthly summary is done and put into review, what is the next step?

Bill for monthly!

-Indirect

- Staff time spent completing _____ monthly summary for the month ______ and put into review.

400

A.) When working on the activity, staff noticed Jackie was a bit lazy today and didn't complete much.

B.) When working on the activity, staff noticed Jackie was working slower than usual.

B.) When working on the activity, staff noticed Jackie was working slower than usual.

500

When you finish documentation for the day, what should you work on for the remainder of your shift?

-Monthlies

-Relias Trainings

-Planning (don't forget to bill for your planning)

-Preparing/planning your morning activity

500

What are some important details to remember to include in your summary?

-Days they attend program

-their transportation

-are they satisfied?

-staff action

-individual response

-what are their duties?(volunteer, trainings, etc.)

500

A.) Mark enjoyed talking with staff about his weekend.

B.) Mark told staff "I had a great time at the Bills game this weekend!" with a big smile on his face.

B.) Mark told staff "I had a great time at the Bills game this weekend!" with a big smile on his face.

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