Missing Documents Preventing Claiming Report

CPSEPortal > Medicaid Documentation

Missing Documents Preventing Claiming Report (for billing admins)
 
 
You can use the “Missing Documents Preventing Claiming Report” to see the status of any outstanding Medicaid documentation for your agency (Parental Consent Forms, IEPs, Prescriptions). 
 
The “Missing Documents Preventing Claiming Report” can be accessed from the Medicaid Menu.  Go to Medicaid>Missing Documents>Missing Documents Preventing Claiming. 

 
 

Filter by County and by Provider and click "Search".


 

This report will show you the district, child, school year session, ESID #, service, from Date, to Date and three columns on the right showing the missing documentation (Need IEP, Need Consent, Need Script). YES indicates the documentation is needed for claiming Medicaid for that child and is currently missing.

 
 
 
  • IEPs – The "Service", “From Date” and “To Date” columns indicate the correct IEP needed for claiming (the initial IEP for the school year is not always the one needed).  Please make sure that the IEP you are uploading matches the correct criteria. If you have the correct IEP, you can upload it by going to Medicaid>IEP Maintenance.
Please refer to the Knowledge Base Tutorial link for uploading IEPs to the Portal.
How to Upload an IEP: http://support.cpseportal.com/kb/a190/uploading-an-iep.aspx                     
        
  • PRESCRIPTIONS – The outstanding prescription should also match the "Service" and the dates in the “From Date” and “To Date” columns. If you have a prescription for any of the children on the list, you can upload them to the Portal. If you don't have them, you should try to obtain them as soon as possible. 
Please refer to the Knowledge Base Tutorial links for uploading a prescription to the Portal or for creating a digital order (for SLPs only).
       
  • CONSENT FORMS – If “YES” is listed in the “Need Consent” column, a Medicaid Parental Consent Form is required for claiming.  Please upload any outstanding Parental Consents to the Portal if you have them. If not, you can try to obtain them, if possible.
Please refer to the Knowledge Base Tutorial link below for uploading a consent to the Portal.


 
 
 
 
Article ID: 191, , Modified: 3/30/2026 at 2:36 PM

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