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Medicaid Documentation in SLP Toolkit – Relay

Updated this week

If your district uses Relay as its Medicaid billing vendor, your district may have SLP Toolkit set up to collect documentation for Medicaid billing. In this setup, you’ll enter all required details in Toolkit, and your district plan manager will generate the billing report to share with Relay.

👉 Important: Not all districts using Relay have this integration set up. Some districts still require providers to document directly in Relay’s platform. Please confirm with your district Medicaid coordinator or plan manager to know which process applies to you.

If your district is using SLP Toolkit for Relay billing, follow the documentation requirements below to make sure your sessions are eligible for Medicaid claims.

Documentation Requirements for Relay

Provider Information

  • Full Name: Enter your legal name exactly as it appears in your district employee records.

  • Employee ID: Use your district email address.

Student Information

  • Full Name: Use the student’s legal name.

  • Student ID: Enter the number required for Medicaid billing.

  • Date of Birth (DOB): Add the student’s date of birth.

Therapy Session Notes

  • Goal: Document progress toward the student’s IEP goal(s).

  • Notes: Include a description of the activity completed during the session.

Data for Billing Export

  • Service Type (CPT Code): Select the correct procedure code for the service.

  • Place of Service: Indicate whether the session occurred in school or via telehealth.

Best Practices

✅ Double-check all entries for accuracy and completeness.
✅ Always use full legal names (no nicknames).
✅ Ensure dates, codes, and IDs match your district’s Medicaid billing expectations.

What Happens Next

If your district has enabled SLP Toolkit → Relay billing, your district plan manager will run and submit the Relay billing report. You do not need to take additional steps beyond documenting accurately in SLP Toolkit.

📌 Need extra help? Check out these tutorials:

If you have questions, please contact help@slptoolkit.com.

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