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Medicaid Documentation in SLP Toolkit – Houston ISD

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If your district uses Houston ISD 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 Houston ISD.

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

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

Documentation Requirements for Houston ISD

Provider Information

  • Full Name: Use your legal name (first and last) as it appears in your district employee records.

Student Information

  • Full Name: Use the student’s legal name (first and last).

  • Student ID: Enter the student’s Student ID number.

  • 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 primary activity completed during the session.

Data for Billing Export

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

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

  • Observation: Record the student’s demeanor during the session.

Best Practices

✅ Always use full legal names (no nicknames).
✅ Ensure Student ID and DOB are accurate.
✅ Include a place of service and an observation note for every session.
✅ Double-check CPT codes.

What Happens Next

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

📌 Need extra help? Check out these tutorials:

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

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