Medicaid Billing & Session Documentation Log
Session-level documentation that shows you the gaps before an audit does — which notes are incomplete, which students are missing consent, and what your completion rate actually is this month. It opens in Microsoft Excel and in Google Sheets, has no macros and nothing to install, and is reusable every school year.
What it does
- One row per session with skilled service and need addressed
- Documentation complete flag on every session
- Completion rate calculated per month and overall
- Per-student gap check with missing notes flagged in red
- Eligibility and consent-on-file held on the roster
- Sessions and minutes totalled by month and by building
- Group or individual recorded per session
- Rendering provider on every row
Every tab in the workbook
These are the actual sheet names in the file, not a feature list.
- Dashboard
- Session Log
- Completion Check
- Monthly Summary
- Student Roster
- Getting Started
What it looks like
Works in
- Microsoft Excel 2016 or later, Windows and Mac
- Google Sheets - upload to Drive and open
- No macros, no add-ins, no subscription
Honest scope
This is an organizational template. It reports the data you enter. It does not determine mastery, eligibility or compliance, and it does not replace your district or clinic documentation system - those stay your professional judgement.