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Home > Support Center > PLAN Effective Date - Annual Plan Review Reporting
PLAN Effective Date - Annual Plan Review Reporting
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Student enrolled between 8/21/2023 and 5/28/2024


Plan Review (meeting date) happened on 3/1/2024

Since 3/1/2024 is between 8/21/2023 and 5/28/2024, this is called overlapping enrollment.
The enrollment begin and end dates overlap the new plan effective date PLAN and SERV records being reported with the plan review MEET record.

The MEET record reports the meeting date and type.

The PLAN and SERV records report the plan and services as of the plan effective date, when the plan was agreed to, in the screenshots below that date was 3/14/2024

 

 

 


 

 

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