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
  • 9:30am
    Welcome and Agenda
  • 9:35am
    Announcements
    Incremental Billing Implementation, CSR Form Updates, Post-Perm Form Update
  • 10:00am
    Incremental Billing
    Withdrawal Procedures, Family Matching Outcomes-Based Invoicing, Finalization Billing Requirements, Supervisor Report Approval Workflow
  • 12:15pm
    Closing Remarks/Adjorn