For agencies and solo providers coaching people who live on their own

Run Supported Living Coaching with less paper

Waiversoft keeps the paperwork of Supported Living Coaching in one place: each person's SLC document checklist, the quarterly home visit reviews and summaries on a schedule, guided coaching notes from the coach's phone, and quarter-hour claims built from real clock times.

Part of every Waiversoft plan · See pricing

Priya Natarajan

Consumer · Supported Living Coaching, Personal Supports

Expiring soon

Documents

17/18

97535UC · units left

64 QH

Reports

SLC Quarterly Home Visit and Health & Safety Review

Due this quarter

Due soon

Monthly Summary · October

Filed Oct 31

Current

Annual Report

Filed in March

Current

How it works

Built for coaching people in their own homes

SLC is about a person's own apartment, budget and bills. Waiversoft tracks the papers, reviews and visits that come with it.

The SLC file

A 97535UC line sets up the supported living file

Add a Supported Living Coaching line (97535UC) to a person's consumer record and Waiversoft knows they get SLC. Once your agency has picked its provider type, their checklist gains the SLC documents: the Functional Community Assessment, the Initial Housing Survey, the lease or mortgage, the financial profile and the implementation plan. For what each one has to say, see our Supported Living Coaching guide.

Services on active authorizations are added to the person automatically
A Personal Supports and SLC coordination slot appears only for people who get both
Implementation plans keep the current copy and the previous one

Jean-Pierre Louis · Documents

97535UC on authorization

Service Planning

Implementation Plan

Current + previous

Uploaded

Functional Community Assessment

PDF · Sep 12

Uploaded

Initial Housing Survey

PDF · Sep 12

Uploaded

Personal Supports and SLC Coordination

Gets both services

Missing

Consumer Information

Lease or Mortgage

Photo · Aug 30

Uploaded

Financial Profile

PDF · Aug 30

Uploaded

Reviews and summaries

Home visit reviews and summaries on a calendar

Each person on SLC gets the SLC Quarterly Home Visit and Health & Safety Review as a recurring report, next to the summaries and the Annual Report. Choose monthly or quarterly summaries once in Settings › Preferences. Each report stays green while it's current, turns amber when the next one comes due, and red when that one is a month late.

One setting decides monthly or quarterly summaries for the whole agency
The Annual Report is tracked yearly either way
Late reports count against the record's readiness and your dashboard

Reports · Supported Living Coaching

MonthlyQuarterly

ReportQ2Q3Q4

Home Visit and Health & Safety Review

Quarterly Summary

Annual Report——

Carlos Mendoza: the Q4 home visit review is now due. It turns red if it's a month late.

Upload the review into its slot and the next quarter starts green.

Coaching notes

Notes that show what the person did on their own

The SLC note template asks the coach what they coached on (budgeting, paying bills, meal planning, grocery shopping, home upkeep, medical appointments, community resources, lease or housing) and how much help each took: done alone, a reminder, verbal guidance or hands-on help. Then it asks about the goals in the implementation plan, the person's own choices and words, health and safety, and the next steps the two agreed on. More on visit notes.

Coaches answer one question per screen, or talk and let the AI tidy the wording
Flags notes that are too short, name no goal or repeat earlier notes
The office approves each note, and can hold billing until it does

Supported Living Coaching 1:45 in visit

What did you coach Eleanor on?

BudgetingPaying billsMeal planningGrocery shoppingHome upkeepMedical appointmentsCommunity resourcesLease or housing

Paying bills · how much help?

On their ownA reminderVerbal guidanceHands-on help

Next: goals

Billing

Quarter hours from the coach's clock times

SLC bills in quarter hours. Waiversoft counts each visit's minutes from the clock-in and clock-out, rounded to the nearest unit, and prices it at the rate on the authorization line. Pick the 97535UC preset and the line is pre-filled with the July 2026 iBudget rate for your area and provider type, which you can change. Then build the claim on the billing page.

Units left on the authorization show before you book a visit
Visits with no note, an unapproved note or no clock-out are held back
Download an 837P claim file or a worksheet for keying claims by hand

Angela Morris · 97535UC

Supported Living Coaching · Geographical Agency · $8.99 / QH

Oct 20

10:00 AM – 11:52 AM

Devon Pierce · 112 min → 7 units

$62.93

Oct 22

2:05 PM – 3:35 PM

Devon Pierce · 90 min → 6 units

$53.94

Oct 27

9:30 AM – 11:08 AM

Devon Pierce · 98 min → 7 units

Note to approve

Ready for the claim file · 13 units$116.87

Also for SLC providers

The rest of running a coaching program

Coach training records

Coaches who provide SLC get the Supported Living pre-service training, the Social Security work incentives course and the 8-hour annual in-service on their file.

Not applicable, with a reason

Excuse one person from a document, such as a lease they don't hold, and keep why.

Expiring reports by email

A morning email lists what expired and what's coming due across every record.

Visits outside the home

Coaching at the bank or the store? Turn location off for chosen services or caregivers.

Notes in the coach's language

Spanish or Haitian Creole notes stay as written, with one tap to translate to English.

Survey packet

Download a person's current documents as one ZIP with an index.

Care team

Assign a person's coaches before any visit is on the schedule.

On the iPhone

Coaches clock in and write notes from the Waiversoft app or any phone browser.

Getting started

From authorization to first coaching claim

Enter the authorization

Add the 97535UC line with its units and dates. The person's SLC checklist and reports appear.

Fill the SLC file

Upload the housing survey, lease, financial profile and plan into their slots, and pick monthly or quarterly summaries.

Coach, note, bill

Coaches clock in and write guided notes; approved visits become quarter-hour claim lines.

FAQ

Questions about Supported Living Coaching in Waiversoft

How does Waiversoft know a person gets Supported Living Coaching?

From their authorization: a service line with code 97535UC marks them as getting SLC. You can also tag the service on the person by hand.

What if the person also gets Personal Supports?

When a person gets both Personal Supports and SLC, their checklist adds a Personal Supports and SLC Coordination slot. People who get only one of the two don't see it.

Can we file summaries quarterly instead of monthly?

Yes. Settings › Preferences has a Monthly or Quarterly choice for summaries. The quarterly home visit review and the Annual Report are tracked on their own schedules either way.

How are SLC units counted?

In quarter hours: each visit's minutes from clock-in to clock-out, divided by 15 and rounded to the nearest unit, so an 8-minute visit is one unit and a 7-minute visit is none.

Is the 97535UC rate fixed?

No. The preset fills in the July 2026 iBudget rate for your area and provider type, but the rate on each authorization line can be changed to match your authorization.

What does it cost?

SLC is covered by the one Waiversoft plan, $20 per consumer per month. Office staff and coaches are free.

More of the Waiversoft platform

Consumer recordsPlans, authorizations, notes and documents Caregiver filesScreenings and trainings, tracked before they expire Scheduling & EVVShifts matched to authorized units Visit notesNotes checked for compliance before you approve BillingClaims checked against authorizations E-signConsents and agreements signed in the app PayrollPay from approved visits, with direct deposit files

Run the whole agency from one system.

Book a 20-minute walkthrough and see how agencies handle records, scheduling, EVV, notes, and billing in Waiversoft.

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