Zoom - Units of Service (US) Meeting - Affiliates
November 5, 2026
9:30 AM-12:30 PM
This meeting will focus on SWAN Portal workflows for incremental billing implementation. Participants will be engaged in discussions to help inform portal functionality related to withdrawals, outcome-based invoicing, and supervisor approval workflows. Participants will also receive an update on the implementation timeline.
The meeting is open to staff from affiliate agencies, with a particular focus on agency leadership responsible for overseeing SWAN service delivery and invoicing.
Agenda at a Glance
Zoom - Units of Service Meeting
- 9:30amWelcome and Agenda
- 9:35amAnnouncementsIncremental Billing Implementation, CSR Form Updates, Post-Perm Form Update
- 10:00amIncremental BillingWithdrawal Procedures, Family Matching Outcomes-Based Invoicing, Finalization Billing Requirements, Supervisor Report Approval Workflow
- 12:15pmClosing Remarks/Adjorn