Understanding report types and workflows for Washington State compliance.

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Report Types

Type	Purpose	Frequency
Community Engagement	Document CE services	90-day cycles
Specialized Habilitation	Document SH services	90-day cycles
Staff/Family Consultation	Consultation services	As needed
Stabilization	Crisis services	Per incident
Initial Plan	New client setup	Once

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Report Lifecycle

Draft → In Progress → Submitted → Approved

Status	Description
Draft	Being created
In Progress	Partially complete
Submitted	Sent for signature
Approved	Signed by provider
Sent	Emailed to case manager

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Creating Reports

Step 1: Start Report

1. Go to Reports → DSHS Reports
2. Click + New Report
3. Select report type

Step 2: Select Client

1. Search client name
2. System shows:
   • Authorization period
   • Previous reports
   • Due dates

Step 3: Set Period

Report Type	Period Selection
Initial	Plan date
90-Day	Start and end dates

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Report Sections

Initial Reports

• Client information
• Assessment summary
• Goals and objectives
• Service plan
• Provider signature

90-Day Reviews

• Progress summary
• Goal status updates
• Achievements
• Challenges
• Recommendations
• Appointment history

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Adding Content

Goals Section

1. Click + Add Goal
2. Enter:
   • Goal description
   • Target date
   • Progress notes
3. Mark status: Active, Achieved, Modified

Progress Notes

Document progress:

• Summarize period
• Note achievements
• Describe challenges
• Recommend next steps

Attachments

Add supporting documents:

• Assessment results
• Client photos (with consent)
• Supporting documentation

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Importing Data

System auto-imports:

• Appointment history
• Session notes
• Goal progress from app
• Incident reports

Review and edit as needed.

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Viewing Reports

Report List

1. Go to Reports → DSHS Reports
2. Filter by:
   • Client
   • Status
   • Type
   • Date range

Report Dashboard

See at a glance:

• Reports due soon
• Overdue reports
• Recently submitted

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Due Dates

90-Day Cycles

Reports due every 90 days from:

• Initial plan date, OR
• Previous report end date

Notifications

System alerts:

• 14 days before: Upcoming
• 7 days before: Due soon
• On due date: Due today
• After: Overdue

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Tips

• Start early — Don't wait until due date
• Import data — Use auto-imported content
• Review history — Include relevant events
• Check requirements — Meet state standards

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Related Articles

• Approving DSHS Reports — Signature workflow
• Emailing Reports to Case Managers
• Client Goals — Goal tracking