Post

here is mine :) http://www.goldencarers.com/uploads/1504131850-programs-august.xlsx

Sandra we have a budget at work, which is basically controlled by the admin staff and we have had so many problems but have started a basic book of our own. We know our starting point for the month so write that down and each time any of us (we have 4 people in our department) purchase anything we write down how much we spent and on what ie happy hour, craft, bus outing (we spoil our residents on outings lol) mother's/father's day, birthday's etc. Close to the end of the month we check it and if we have lots left we stock up on additional items we know we need for the next month. Happy hour is our biggest spend as we have it every Friday and have drinks plus snacks but the residents love it and we will not take it away.

Pretty much you just need a book or spread sheet with each activity you will spend money on and a column at the end that says the total running amount spent ( or the running amount left in your budget. ie you start with 200 and - each amount spent in the final column hope that makes sense

That is basically what I did you can keep track of each individual expense or just estimate and check it at the end of the month to see if you have extra then if you do buy some supplies

Sheri. Thanks for your inf. It will help me a lot.

These are all so helpful, thank you for sharing!

Thank You Kim! Set mine up

Need some help. Quarterly reviews as never been completed. I am new and have been asked to create QR as far as 02/2017 for 14 active clients and 6 past clients. Where should I start? Is there a template where I can select the sentences to speed up the process.

Hi, Vivian, perhaps this link could help you out.

https://www.goldencarers.com/how-to-evaluate-care-plans-write-quarterly-reviews/4467/

HI Vivian

Thanks for reaching out for help I think the link that Solange suggested will be very helpful especially the parts about collecting data and beyond