Bookmark the Service Portal link:
The Client ID is Montana 

New Contact Information
Update Your Records

Please note that our contact information has changed.  Over the last year we have changed our name from Southwest Montana School Services or SWMSS to School Services of Montana or SSoM.  We have a new phone number and fax number as well.  
Phone: (406)272-0073
Fax: (406)624-6289

Please add to your safe-senders email list.  .
Getting Started
Log Into the Service Portal 

You can find the link to log into the Service Portal here.   
Do not save your password on your device.  
You should enter your password every time you enter the Service Portal.

Log IEP Services the same for Medicaid and Non-Medicaid Students
A student with a Medicaid number will show as bold type in the Service Portal.  You can log services using a service code for Medicaid eligible and non-Medicaid students with IEP directed services.

Tele-Health Services
Log your telehealth services in the Service Portal.  Make sure you choose the service code with the telehealth modifier when logging these services.

Adding Goals to a Student Account
You can add goals for each student on your caseload. Detailed instructions can be found here.
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.   

Non-Billable Logs
Non-Billable logs are created using the Service Log Wizard.  Instead of choosing a service code, choose NoProc-NonBillable from the drop-down menu.  Notes can then be added in the comments section. Non-billable logs can be used to create notes about a student, record an absence, or other services outside the scope of an IEP.  A detailed explanation of how to create a non-billable log can be found here.

Please be patient
Student grade and school information will be updated soon

Updates to student grades and schools happen during September and October.  If you notice that a student's grade or school is still incorrect after October 20th, please email the School Services of Montana office for direction on how to get student records updated.  As long as a student has a valid IEP, you can log services in the Service Portal.

If you need to have a student added to the Service Portal, please fill out a Student Information Sheet.  You can find this form and other forms on our websiteForms can be sent securely through Sharefile  Please do not email student names or send email attachments with student information.  You can use student initials and a date of birth in an email for questions.  

Thank you for Logging Your Services
Our manuals make the process easier

If you are new to logging services or need to reference the most recent Service Portal Manual, please choose from the following:

Do you have a secure password?  You can change your password by selecting My Account in the upper corner of the Service Portal next to your name.