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Medicaid Billing Report

4 min. readlast update: 02.23.2026

Are you tired of spending countless hours on Medicaid paperwork? Let Kit lighten your load with the Medicaid Billing report!

🎥 Watch this quick tutorial or scroll down for step-by-step directions.

✨ Getting Started

1) Once you've collected data for a student, navigate to the Instruction page to access the Medicaid Billing report.

2) The Medicaid Billing report contains a variety of essential fields to ensure accurate billing.

  • There are 3 optional fields that contain drop down options: Service Type, Place of Service, Observation

  • The Notes column includes Subjective and Session Notes from each session. Click the View Notes box to see a preview before copying or downloading the report.

Click here to see all information included in the report.

  1. Actions: Allows you to copy student data to your device's clipboard.

  2. Status: Lets you know when a student's data is 'Ready' to be copied for billing as well as when copying or exporting data has already been 'Done'.

  3. The date of the session

  4. Duration: The total length of time of the session

  5. Session Start and End times

  6. Service Type: A dropdown with specified service codes for OTs, PTs, and SLPs.

  7. Group Size: Number of students in the session.

  8. Notes: Subjective (i.e. Goal) notes and Session (i.e. Group) notes

  9. Provider's Name

  10. Student Name, Student ID, Date of Birth

  11. Goals/objectives targeted in the session.

  12. Progress: Quantitative data collected from the data calculators

  13. Place of Service: A dropdown with location options (School, Telehealth, or Home)

  14. Observation: A dropdown with behavior observations (cooperative, uncooperative, disruptive, responsive, unresponsive)

  15. Time Stamp: The date/time when the report was downloaded or copied.

  16. Signature: Provider's name as a signature.

  17. Employee ID: Provider’s employee number, if available.

     

     

     

     

     

3) After making any updates using the drop down fields, you can copy your student data/notes to your billing software 3 different ways:

Option #1: Manually copy/paste sessions one at a time:

  1. Under the 'Actions' column, click on the 'Copy' button for an event.

  2. Navigate to your billing software.

  3. Use the keyboard shortcut Ctrl + V (or command + v on a Mac) to paste the copied

    information into your billing system.

Option #2: Copy/paste sessions in bulk, click the Bulk Copy button at the top of the page and then paste data/notes into your billing software.

Option #3: Download a .csv file of all sessions and import into your billing software.

  1. Click on the checkbox next to the student(s) whose data you would like to export.

  2. Select the Export button at the top.

  3. A .csv file spreadsheet will automatically download to your device.

Note: If your .csv file contains hashtags (###) within a column, simply drag the column width out and your data will appear.

✅ Pro-Tips: 

1) You can filter or search for specific sessions within the Medicaid Billing report to tailor it to your needs. Some of the filtering options include:

  • Using the search bar to locate a session by keyword (e.g. a student's name, provider, place of service, etc.)

  • Selecting a Start and End date to filter by a specific timeframe.

  • Clicking on a header name to sort information by column (e.g. clicking 'Status' to sort sessions that have not been billed yet).

  • Using the 'Filters' icon to type in a keyword contained in a column.

 
2) You can manually make changes to any field in the Medicaid Billing report if needed after copying/pasting into your billing software or downloading a .csv file. 
 
Questions? Email hello@kitforteams.com
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