Guidelines for Billing
Quarterly Progress Su
There is a requirement to show progress toward established goals for most students receiving services. Some providers add progress notes in the comments of a service log that is entered into the
. The progress notes should summarize the service comments and indicate the student's progress toward IEP goals, changes in medical status, and changes in treatment plans with rationale for change.
otes can also be added quarterly as a non-billable log. Non-Billable logs are created using the Service Log Wizard. Instead of choosing a service code, choose NoProc NonBillable from the drop-down menu. Progress notes can then be added. A more detailed explanation of how to create a non-billable log can be found
Evaluations can be billed for a student only once each year per service type. This can be tricky since most evaluations occur over several days and sessions. Before adding an evaluation to the service portal, wait until the evaluation is complete, a primary disability has been determined, and the IEP finalized. The total time for an evaluation should be logged for the final evaluation day. Specific dates and session times can be included in the comment section of the log.