VDC providers heard from Amanda Kerley from the Delta Center for Independent Living (DCIL) and Laura Cornwell from the St. Louis Veterans Affairs Medical Center (VAMC) on their process for tracking and sharing monthly Veteran spending using Monthly Service Reports during the second VDC Office Hour Session, Tips and Tools to Monitor Monthly Veteran Spending – Monthly Service Reports. Key takeaways from this session include:

• Use the VDC Monthly Service Report Template, which includes an invoice tracker, calendar tabs, and space for the VDC provider to input the Veteran’s information (e.g., average monthly budget, monthly admin fee, services/goods the Veteran purchases monthly) to track and document actual Veteran spending;
• Review Monthly Service Reports with the VDC provider, Veteran, and VAMC to:
  • Support the Veteran in managing their budget and make adjustments, if needed, to align with their spending plan;
  • Flag if a Veteran significantly overused or underused their monthly case mix budget amount; and
  • Collaborate between the VDC provider and VAMC to engage in discussion to ensure Veterans’ needs and goals are met through VDC.

How is your organization using Monthly Service Reports to support Veterans with managing their VDC budgets?