School Services of Montana
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MEDICAID FORMS

current as of December 2023  |  updates coming soon
Please send any forms that include STUDENT NAMES & INFORMATION via our secure webfile program, ShareFile.

ALL forms for the RELAY Medicaid Billing Service Portal program can be viewed and downloaded (see below).  Please use the Sharefile link above to send student forms, or
​fax forms directly to our office at (406) 624-6289.

Please DO NOT send student names and information via email!
Student Info Sheet
Use this form to add or change student information in the RELAY Service Portal.  Make sure to download the form so you can fill it in as a PDF file and send the form using ShareFile.

Child Profile Form
This form should be filled out for paraprofessional Services and signed by a physician.  Services on the form should match what is included in the IEP and should be updated at least annually.  Please send a copy of the form using the ShareFile link.

Personal Care Services Daily Sheet

Daily paraprofessional tasks should be logged daily.  This form can be used to help add service times to the RELAY Service Portal and should be kept in a student file for 6 years, 3 months in case of a service audit.

RELAY Service Portal Instructions

Therapy providers can access these instructions for using the portal.

RELAY Service Portal Paraprofessional and Nursing Instructions

Paraprofessional aides for personal care services and nurses use this manual for instructions on entering services into the portal.

Saving Student Goals in the RELAY Service Portal

When a student is initially added to a therapy providers caseload, goals can be uploaded to a student account.

​Saving groups in the RELAY Service Portal

Use these instructions for creating groups in the portal. 

PROGRAM CONTACT
​
Lisa Waterman
Medicaid Billing Program Manager

E-mail: lwaterman* (see footer)
Office (406) 272-0073  |  ​Fax (406) 624-6289

School Services of Montana  | PO Box 3193  |  Bozeman, MT 59772  |  (406) 247-0284
© 2025
*Please add @mt-schools.org to staff usernames when contacting us via email.
​
We separated our email domain from staff email addresses on our website in an effort to discourage spam bots.
  • About Us
    • Members >
      • Become A Member
      • Member Benefits
    • Overview of Services
    • Meet Our Team
    • Board of Directors
    • Employment Opportunities
    • Blog
    • Donate
  • Professional Learning
    • 2025 STEM Summer Institute >
      • Exhibitors & Sponsors 2025
      • AI Best Practices Workshops
    • MT Safe & Healthy Schools Project >
      • Events, Scholarships, & Resources
    • Explicit Instruction Workshops
    • Customized District PL >
      • Examples - Customized PD
    • Indian Education for All >
      • IEFA Archives
      • IEFA Book Inventory
    • Meet Our Facilitators
    • General Cancellation Policy
    • Event Archives >
      • 2024 STEM Summer Institute >
        • Exhibitors & Sponsors 2024
      • 2023 STEM Summer Institute
      • 2022 STEM Summer Institute >
        • SSI 2022 Schedule
      • 2022 Curriculum Design Institutes
  • Curriculum
    • Curricular Frameworks
  • Technology
    • Current Services >
      • Ultimate Survival Kit to Fall State Reporting
      • CRDC Reporting Course
      • State Reporting: The 411
    • Meet Our Tech Team >
      • Tech Services Testimonials
    • Infinite Campus Support
  • Medicaid Billing
    • Service Portal
    • Medicaid Forms
    • Medicaid Newsletter Archives
  • Co-op Purchasing
    • Participation Details
    • Program Bid Details