Findings
All findings
Every grounded, cited finding across your caseload — ranked by severity. Open one to verify it against the source.
Violations
4Valued-outcome section is unsigned by the participant
The Life Plan records a valued outcome (“Find a job in the community”) but the participant signature block on page 4 is blank. Sign-off is required before services are authorized.
Authorized hours exceed the budgeted total
The Staff Action Plan schedules 40 weekly Community Habilitation hours, but the Budget authorizes 32. The 8-hour overage has no corresponding budget line.
Budget effective date falls outside the plan period
The Budget is effective 2026-04-01, but the Life Plan period begins 2026-05-01. Authorized services would predate the plan they support.
Required emergency plan section is missing
The Staff Action Plan has no documented emergency/contingency section, which the program requires for every plan authorizing direct support hours.
Likely issues
3Transportation line lacks a documented rationale
Budget line 7 requests $1,240/mo for transportation, but no Life Plan goal references community access or travel. Likely needs a justification narrative.
No backup staffing arrangement is documented
The Staff Action Plan names a single direct support professional with no documented backup, which the program typically requires for continuity of care.
Goal referenced in the Staff Action Plan is not in the Life Plan
The Staff Action Plan supports a “medication self-management” goal, but no matching valued outcome appears in the current Life Plan. Likely a stale carry-over.
Advisories
3Person-first language recommended in goal statement
Goal 2 reads “the disabled individual will…”. Program style guidance prefers person-first phrasing.
Participant name formatted inconsistently across documents
Recorded as “Marcus W.”, “M. Williams”, and “Marcus Williams” across the three documents. Not a compliance defect; flagged for tidiness.
Abbreviation used without an expansion on first use
“Comm Hab” appears on the Budget summary without being spelled out. Program style guidance prefers expanding it on first use.