To view a read-only Medicaid Services Report, complete the following steps from the AWARDS Home screen:

  TIP: The following instructions detail accessing the Medicaid Services from directly within the Utilization Reports feature.  This report is also available in the AWARDS Reports module, where it can be bookmarked for easy access.  For more information on using the Reports module, click here.

  TIP: A CR Medicaid Loss Analysis report is also available from within the Reports module, and can be run for a selected month and year.

1. Click the Program drop-down arrow in the upper-right corner of the page and select the program for which the report is to be viewed.
2. Click Charts from the left-hand menu, and then click Services - Individual.  The Individual Services fly-out menu is displayed.
3. Click Utilization Reports, and then click Medicaid Services Report.  The Monthly Medicaid Reimbursable Restorative Services Report selection page is displayed.

4. Click the Month drop-down arrow and select the month for which the report is to be viewed.
5. Click the Year drop-down arrow and select the year for which the report is be viewed.
6. Click the Program drop-down arrow and select the program or group of programs for which the report is to be viewed.

  NOTE: This feature is available to program types that begin with the following:
- ACT Team
- ACT Service Team
- ACT Health Home
- CR
- Day Hab
- Medicaid Service

  NOTE: CR Supervised programs are not available in the Medicaid Services Report if they have greater than 100 residence units entered in the System Setup module's Agency Program Information feature.

7. Click one of the show codes radio buttons to indicate the type of information to be included in the report:

  Show Service Codes - When this option is selected, the report will include Medicaid billing loss analysis and summary information, a Medicaid Reimbursable Restorative Services Monthly Documentation Log containing identifying information, documentation requirements, billing information, and a list of clients lacking complete documentation.

  Show Billing Codes - When this option is selected, the report will include Medicaid billing loss analysis and summary information, and a Medicaid Reimbursable Restorative Services Monthly Documentation Log containing status, resident name, billing dates, and codes information.

8. If necessary, click the Click here to include only consumers who have complete services documentation checkbox if the report is to include only those clients for whom enough services have been entered for Medicaid billing.
9. If necessary, click the Check here to include notes not selected by a supervisor checkbox  if the report is to include information for all service plan linked notes,
   regardless of whether or not those notes were selected for billing by a supervisor.
10. If necessary, click the Check Here to Lock-In Selected Notes checkbox if those notes currently selected for billing should no longer be editable after this report is run.

  NOTE: This option is only available to users with the "Lock-In Medicaid Notes" permission assigned using the Permissions Maintenance feature.  If you do not have access to the lock-in option and need a permission listed here, please contact your supervisor or your local Help Desk for assistance.

11. Click CONTINUE.  The Medicaid Services Report is displayed on the Medicaid Billing Loss Analysis page.

The contents of this read-only report are based on the detail setting(s) made on the previous page.  It includes clients with a Medicaid Managed Care entitlement record, in addition to those with a Medicaid entitlement record.

The process of viewing a Medicaid Services Report is now complete.

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