Exception report
Cross-document compliance check across 3 documents. Every finding is grounded and cited to source, so a reviewer can verify and decide in one click.
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.
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 line 7 requests $1,240/mo for transportation, but no Life Plan goal references community access or travel. Likely needs a justification narrative.
Life Plan effective 2026-05-01 but the supporting assessment is dated 2026-05-09.
The Staff Action Plan names a single direct support professional with no documented backup, which the program typically requires for continuity of care.
Goal 2 reads “the disabled individual will…”. Program style guidance prefers person-first phrasing.
Recorded as “Marcus W.”, “M. Williams”, and “Marcus Williams” across the three documents. Not a compliance defect; flagged for tidiness.
