ANNUAL REPORTS INSTRUCTIONS

January/February 2021MH and MLH

IntroductionLocation of Annual ReportsProgress Annual ReportFinancial Annual ReportVisiting Annual ReportSummary

TABLE OF CONTENTS

INTRODUCTION

o All are onlineo Similar to last year’s reportso Same reports for MH and MLHo Now captures all your datao Sends approval e-mails to ARD’s, RD’s, and Nationalo Data on two of these reports required by Federal lawo Due date is Feb 15 (preferably before)

LOCATION OF MH ANNUAL REPORTS

You MUST be a Chapter Officer to openAnnual Reports

You MUST have access to the Officer Portal

FOR MH OFFICERS:(MLH next page)

CLICK HERE

You MUST be a Group Leader to open Annual Reports

You MUST have access to the Coordinators Portal

LOCATION OF MLH ANNUAL REPORTS

FOR MLH LEADERS:

CLICK HERE

The three Annual Reports

LOCATION OF ANNUAL REPORTS

FINANCIAL ANNUAL REPORTS

FINANCIAL ANNUAL REPORTS

This Report is Required, not Optional

It is Mandated by Federal Laws

Your chapter’s/group’s financial information is combined into MHI’s Federal Tax Reporting (which is due March 15)

FINANCIAL ANNUAL REPORTS

CLICK HERE

FINANCIAL ANNUAL REPORTS

This screen opens after you click the report name. See the next page for instructions.

FINANCIAL ANNUAL REPORTS

MH

MLH

Use 3 digitsorUse part of Name

Do not use #

FINANCIAL ANNUAL REPORTS

CLICK HERE CLICK HERE

FOR MH FOR MLH

Your chapter number and chapter name will be displayed near the bottom of the screen.

Your group namewill be displayed near the bottom of the screen.

FINANCIAL ANNUAL REPORTS

Pay attention to these instructions

Fill-in your City, 2-letter State, and then select your region

Enter the first name and last nameof each person on the account

Enter the Bank Name.Account Number,and Routing Number(we will use this info to wire transfer your monthly 25% dues and 100% donations payments)

You may add up to three accounts

FINANCIAL ANNUAL REPORTS

Enter the total ofwhat was spentIn 2020

Enter the total ofwhat was depositedIn 2020

Enter the 12/31/2020 Ending Balance (should match bank statement)

Enter the 12/31/2019 Ending Balance(should match bank statement)

TOTALS ARE FOR ALL ACCOUNTS

FINANCIAL ANNUAL REPORTS

Copies of thetwo bankstatements(for ALL accounts)are required

Note this Statement

Note this Statement

Click the SUBMIT button when completed.

PROGRESS ANNUAL REPORTS

PROGRESS ANNUAL REPORTS

This Report is Required, not Optional

It is Mandated by Federal Laws

Your Progress information is inserted into MHI’s Federal Tax reporting

PROGRESS ANNUAL REPORTS

CLICK HERE

PROGRESS ANNUAL REPORTS

This screen opens after you click the report name. See the next page for instructions.

PROGRESS ANNUAL REPORTS

MH

MLH

Use 3 digitsorUse part of name

Do not use #

PROGRESS ANNUAL REPORTS

Your chapter number and chapter name will be displayed near the bottom of the screen.

Your group namewill be displayed near the bottom of the screen.

CLICK HERECLICK HERE

PROGRESS ANNUAL REPORTS

ZOOM meetings are included

Fill-in your City, 2-letter State, and then select your region

Pay attention to these instructions

PROGRESS ANNUAL REPORTS

If your chapter or group has one or more satellites,enter the hospital name the satellite is serving

Add the first and last name of the chapter/group memberwho is the main contact at the satellite.Then add this person’s e-mail addressand phone number.

You may add up to 6 satellites.

PROGRESS ANNUAL REPORTS

Click the SUBMIT button when completed.

When the satellite sectionis completed, enter the name and e-mail address.

VISITING ANNUAL REPORTS

VISITING ANNUAL REPORTS

This Report is Required, not Optional

VISITING ANNUAL REPORTS

CLICK HERE

VISITING ANNUAL REPORTS

This screen opens after you click the report name. See the next page for instructions.

VISITING ANNUAL REPORTS

MH

MLH

Use 3 digitsorUse part of name

Do not use #

VISITING ANNUAL REPORTS

Your group namewill be displayed near the bottom of the screen.

CLICK HERE

CLICK HERE

Your chapter number and chapter name will be displayed near the bottom of the screen.

VISITING ANNUAL REPORTS

No need to enter hospitals previously entered on last year’s Visiting Annual Report

Only enter “NEW”hospitals, clinics visited for the first time in 2020

Fill-in your City, 2-letter State, and then select your region

VISITING ANNUAL REPORTS

Enter the items you gave as instructed in this section

Enter the items you gave as instructed in this section

VISITING ANNUAL REPORTS

Enter the items you gave as instructed in this section

VISITING ANNUAL REPORTS

Select either “Yes” or “No”at each question.

VISITING ANNUAL REPORTS

No need for TOTAL VISITS.Report automatically totals(in background)the numbers of all visits.

(include in-person visits)

(includes Zoom visits)

(include total number of different patients visitedby any type of visit)

Click the SUBMIT button when completed.

When the visits sectionis completed, enter the name and e-mail address.

Instructions &Visits Template

LOCATION OF INSTRUCTIONS

SUMMARY

o All are onlineo Same reports for MH and MLHo Data on two of these reports required by Federal lawo Two months of bank statements requiredo Sends approval mails to ARD’s, RD’s, and Nationalo Due date is Feb 15 (preferably before)

“It’s great to be alive – and to help others!”