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DVR's 2026-2028 Reports: Clarifications and Reminders

Now that Service Providers have had an opportunity to use the new reports, DVR has received helpful questions and feedback about how some report sections and documentation expectations should be interpreted. We appreciate the feedback and recognize that the information these reports are designed to capture is important. We are providing the following clarifications to help Service Providers complete the reports efficiently and consistently, and to support consistent understanding and review of the information across DVR. Supported Employment Career Profile - Team interaction and career exploration Consumer & Supported Employment Team Interactions section  The Tech Specs require three or more meetings with the consumer and members of the supported employment team. One meeting may take place at the consumer's home or the provider's site (e.g., for intake paperwork or initial orientation). The remaining meetings should take place in the community and only one structured career exploration activity is required. In the Career Profile Report, under the new Consumer & Support Employment Team Interactions section, use the grid to document the team meetings and interactions, including career exploration activities with the consumer. The grid should document the date, location, participants, and type of interaction or activity. The questions below the grid are intended to summarize the meetings and activities as a whole. They do not require a separate narrative response for every meeting or activity.

Career Exploration Activities

• The examples of career exploration activities provided in the Tech Specs and report are intended to offer ideas, not serve as a checklist of required formal activities.
• Career exploration should be meaningful and individualized to help the consumer explore their interests, skills, preferences, and/or potential employment options.
  • These activities are exploratory and informational in nature; they are not intended to function as formal services such as Job Shadows.
  • Informal, community-based exploration that meets the purpose of the activity can count.
  • If the activities a provider already uses as part of the Career Profile service meet this purpose, there is no need to change them simply to make them more formal.
• For additional guidance, see FAQ #42 – Career Exploration Activities in SE Career Profile and the newly updated SE Career Profile Report Completion Guide.

SI Report – Date-specific Notes are optional

The "Date-specific Notes" column in the Service Summary section of the SI Report is optional.

• Providers do not need to complete this field for every service date or copy and paste job-coaching notes into the report simply because the field is available.
• Use the Date-specific Notes field when relevant information about a particular service date helps explain or document the SI provided. If there is no relevant date-specific information to document, the field may be left blank.
• Providers do not need to repeat date-specific notes in the narrative section, nor to provide job-coaching notes below the line at the end of the report simply because the date-specific notes section was left blank due to no relevant information.
• For additional guidance, see the newly updated SI Report Completion Guide.

SI & Retention – When authorized concurrently

When SI and Retention are authorized concurrently (for Job Development or Student Work-Based Learning), Retention activities during the first two Retention increments are documented in the SI Report. A separate Retention Report is not required for those first two increments.

• The SI Report should contain sufficient information to distinguish Retention activities from SI activities.
• DVR does not currently prescribe a specific format for documenting this, such as a separate Retention section or entering separate Retention dates in the Service Summary grid.
• The requirement is that Retention activities are clearly documented along with SI activities, within the SI Report, when both services are authorized and provided in the same period.
• During the final Retention increment, the Retention Report is required in addition to the SI Report.

For additional guidance on distinguishing between SI and Retention services, see FAQ #20: How do I determine whether a consumer needs SI or Retention services?

Retention – Contact requirements and outreach attempts

DVR recognizes that providers may make substantial efforts to maintain contact with a consumer even when the consumer is temporarily unavailable or difficult to reach.

• When a consumer is difficult to reach or does not respond to outreach attempts, providers should document their efforts, including attempts to contact the consumer or employer, the methods used, the outcome of those efforts, and any communication with DVR regarding barriers to contact.
• When there are ongoing concerns about consumer responsiveness or engagement, providers should communicate with DVR staff about concerns that may affect service delivery or employment progress, so that barriers, strategies to support engagement, and appropriate next steps can be discussed.
• See FAQ #23 for additional guidance.

Thank you for your questions and feedback you have provided as we continue implementing the updated reports. Your feedback helps DVR identify areas where additional clarification may be helpful for both Service Providers and DVR staff and supports continued improvements to reporting guidance.

Questions? Contact us at DVRServiceProviders@dwd.wisconsin.gov