Medicaid Documentation in SLP Toolkit – MSB (Texas)

If your district uses MSB as its Medicaid billing vendor in Texas, your district may have SLP Toolkit configured to collect documentation for Medicaid billing. With this workflow, you'll document Medicaid therapy services directly in SLP Toolkit, and your district will generate a Medicaid Data Report to securely share with MSB for claim submission.

Not every district using MSB has this workflow enabled.

Currently, the MSB workflow in SLP Toolkit supports therapy sessions only. Evaluations are not included in this workflow. Follow your district's established procedures for documenting evaluations and other services that are not supported through this integration.

Before documenting Medicaid services, confirm your district's workflow with your district's Medicaid coordinator or Plan Manager.

If your district is interested in using SLP Toolkit for MSB Medicaid reporting, please contact us at help@slptoolkit.com.

If you're documenting Medicaid services in SLP Toolkit for the first time, we recommend completing referencing this guide to ensure you include all of the required documentation for your Medicaid biller to successfully submit your claims.

Before documenting Medicaid services, verify your provider information.

Name: Enter your legal first and last name only, exactly as they appear in your district employee records. Do not include nicknames, middle names, or credentials (such as CCC-SLP).

Employee ID: Enter your district email address.

Verify each student's information before documenting services.

Name: Enter the student's legal first and last name only. Do not include middle names, classroom information, RTI, teacher names, or other reminders in the student's name. If you'd like to organize students with additional information, use Tags instead.

Student ID: Enter the student's district student ID.

Date of Birth: Enter the student's correct date of birth.

Document therapy sessions from the Daily Data tab.

For MSB, therapy documentation should describe the activity completed and the student's progress during the session.

During each session:

Important: For every goal addressed during a session, either record quantitative data or add a Goal Note describing the student's progress. When quantitative data isn't collected, the Goal Note should explain how the student performed rather than simply stating that the goal was addressed.

Note: Medicaid documentation requirements vary by district and state. SLP Toolkit shows you where to document your services. If you have questions about what information should be included in your notes, please contact your district's Medicaid coordinator or MSB.

Evaluations are not currently supported through the SLP Toolkit–MSB Medicaid reporting workflow.

This workflow is currently limited to therapy sessions. If you complete an evaluation, follow your district's established procedures for documenting it outside of this workflow.

Contact your district's Medicaid coordinator or MSB if you're unsure where evaluation documentation should be completed.

After documenting services, navigate to Reports > Medicaid Data.

For MSB, complete the following information for each billable therapy session:

Service Type: Select the appropriate service type or CPT code from the SLP Toolkit dropdown.

Place of Service: Select the appropriate location from the SLP Toolkit dropdown.

Observation: Select the appropriate option from the SLP Toolkit dropdown.

Depending on your district's workflow, you may complete these fields daily, weekly, monthly, or at another interval determined by your district.

Student absences will also appear on the Medicaid Data page but do not require a Service Type, Place of Service, or Observation.

If multiple sessions require the same information, you can save time by selecting those sessions and using Actions > Edit Data to update them all at once. Before applying a bulk update, confirm that the selected values are appropriate for every session.

Important: The Medicaid Data Report available in your SLP Toolkit account is for your own review. Your district's Plan Manager will generate the district-wide Medicaid Data Report that is securely shared with MSB.

Clinical Fellows (CFs) and SLPAs should document services using their own SLP Toolkit accounts and follow the same documentation requirements outlined above.

Account sharing with SLPAs is not permitted for districts using MSB.

SLPAs should not document services using their supervising SLP's account. Each provider must use their own account so the Medicaid Data Report accurately identifies the individual who delivered the service.

If an SLPA documents services using a supervising SLP's account, the documentation could be associated with the wrong provider when the district's report is imported into MSB.

Supervisor Sign-Off: If your district requires supervising SLP approval for services provided by a Clinical Fellow or SLPA, that approval must be completed in MSB's platform, not SLP Toolkit.

If you're unsure whether supervisor approval is required, contact your district's Medicaid coordinator or MSB.

✅ Use legal first and last names for providers and students. Do not include middle names.

✅ Verify that your district email address is entered in the Employee ID field.

✅ Verify each student's district student ID and date of birth.

✅ Describe the activity or intervention completed during each therapy session.

✅ Record quantitative data or a Goal Note describing progress for every goal addressed.

✅ Use the appropriate note section:

✅ Complete Service Type, Place of Service, and Observation using the available dropdowns on the Medicaid Data page.

✅ Ensure SLPAs document services using their own SLP Toolkit accounts rather than sharing an account with a supervising SLP.

✅ Complete any required supervisor sign-off directly in MSB's platform.

✅ Follow your district's established procedures for evaluations, which are not currently included in this workflow.

Once you've completed your documentation, your district's Plan Manager will generate the district-wide Medicaid Data Report and securely share it with MSB for claim submission.

Providers typically do not need to submit reports directly to MSB.

If you have questions about using SLP Toolkit, contact us anytime at help@slptoolkit.com.

If you have questions about your district's Medicaid documentation requirements, billing policies, or MSB workflow, please contact your district's Medicaid coordinator or MSB.