Tag Archives | template

CSI SC Monthly Report – Tricks

Hi All,

Attached are the CSI SC Monthly Report form AND the form with suggested AASC Online reports needed to generate answers for your report.

Many thanks,

Rachel

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Sample ISP

Hi All,

This was a group activity during new SC orientation. The group produced a sample Initial Service Plan that Alexa typed up. See attached!

Initial Service Plan

 

SC met with member in the office requesting assistance with grooming, transportation, and emergency food assistance. Confidentiality forms and consent to release information forms were signed by member.

 

Intake, ADL, and individual, assessments were completed in the office, as member felt more comfortable meeting in this venue. Member requires assistance with the following ADLs: grooming (fixing hair) and transportation. Member’s daughter typically assists with these needs, but daughter is out of town at this time. Member is considered at risk based on this assessment.

 

1)  SC will support member with identifying resources for assistance with grooming within 1 week.

  1. Member will identify other family members who may be able to assist with her grooming.

2)  SC will support member with identifying and coordinating emergency food assistance within 1 day.

3)  SC and member will discuss and identify resources for transportation to assist with grocery shopping within 1 week.

4)  SC will assist member with obtaining a replacement Bridge Card within 1 week.

  1. SC will provide member with contact information to request a replacement card.

5)  Next SC appointment is scheduled Tuesday.

6)  SC will continue to monitor and assess member’s needs every 30 days, or as needed.

 

A.L. 3/13/13

 

 

 

 

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CSI Monthly SC Report – Slight Changes

I’m attaching the slightly revised monthly report format for you to submit. The only change is:

SC Responsible for posting educational flyer this month:_________________
Date upon which educational flyer posted: ____________________________
Method of posting flyer at co-op: _____________________________________________________________

The other change is that we would like you to submit your report to your liaison as well as Sheila and me. You can cc us all on the same email.

Reports are due the first week of each month and cover the previous month’s services. If you have any questions or want me to see your report prior to sending it on to CSI, please don’t hesitate to contact me.

Thanks for all your hard work.

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Template for Cover Letter to HUD from Alexa

Hi everybody,

I wanted to share with you a cover letter template that I drafted for mailing my reports to Sandra Jacques at HUD. I hope you find it helpful.

Sincerely,

Alexa Lempert, LMSW

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Monthly CSI SC Report

I have attached a sample of a SC Monthly Report that Anne Sackrison and Sharon Bolden have reported back to me as being the preferred style. Some things that they like include:

1. Professional Appearance
2. Brief explanation of services
3. Listing of Educational Workshops
4. Timely Submittal to both Rachel and Sharon
5. Submitted electronically

Many of you have reports that look very similar to this and I very much appreciate the timeliness, content, and professional presentation of your reports. It has been noted by CSI too. If you have improvements that can be made to report appearance or content, this is an accepted template. Thank you to the anonymous SC for letting me share it.

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