Participant Spending Reports

Providing participants with the information they need to manage their budgets.

PPL’s Family Friendly Reports keep participants’ families and case managers informed on a monthly basis about the financial results of their service choices. This report, which can be customized for each program, captures goods and services budgeted and purchased on a year-to-date basis and provides participants with a tool for budget management much like a bank statement.

PPL’s Family Friendly Reports Include:

  • monthly budgeted amount;
  • monthly expenses;
  • amount approved and disbursed for each service compared to the amount billed;
  • yearly budgeted amount by service; and
  • projected expenditures for the remainder of the fiscal year.


Just as a bank statement provides a snapshot of data, PPL’s Family Friendly Reports show only the state of the participant’s budget on the day the report was generated. However, our Web Portal provides live, up-to-the-minute data regarding the participant’s budget and posted timesheets and invoices. Users can see submitted and approved timesheets, check amounts and check numbers, total allocated amounts, and remaining funds online 24/7.


Budget Report

Why Choose Us?

"We make it easier for consumers to create their own opportunities."

We build each program to meet the unique needs of each state and the program participants while satisfying the most current Centers for Medicare and Medicaid Services (CMS) and IRS requirements.


What Clients are Saying...

  • “Kianga displayed Superior Customer Service on her call today, let me vent, had great patience, and came up with a solution that I was happy with. Thanks.”– program participant in Virginia

Contact Us

Feel free to contact us today

Address: 148 State Street 10th Floor Boston, MA 02109
Telephone: 1-855-2GETPPL (855-243-8775)
FAX: 617-717-0085