Hero 2 - Centered
Special Education

IEPs, progress monitoring, and medicaid billing finally under one roof

Build IEPs, track progress on every goal, and bill medicaid services behind them, all in the same platform. No more reconciling three systems just to know if a service was documented, delivered, and billable.

The Problem

Your IEP platform and your billing process weren't built to talk to each other

In most districts, the record of what a student's
IEP requires and the record of what happened
in a session live in different systems entirely:

Goals live in one platform, service logs live in another
Progress data that providers track but that never makes it back into the file
Billing documentation pieced together after the fact, from memory or a spreadsheet
Services delivered and never billed, simply because nothing connected them to the IEP

So when it's time to submit a claim for reimbursement, someone is stitching together records from two or three places, hoping the dates and details line up. When they don't, claims get denied, reimbursement gets missed, and your team spends more time reconciling paperwork than supporting students.

The Shift

Districts are being asked to capture every dollar they're owed, without adding to the documentation burden

More districts are working to maximize Medicaid reimbursement for the special education related services already written into their students' IEPs. At the same time, audits are getting more rigorous, and the standard for what counts as compliant documentation keeps rising. Most special education platforms were built to handle one side of this or the other, not both.

Do you know how many reimbursement opportunities are lost each year due to missing or incomplete documentation?

How much risk comes from documenting services in multiple platforms?

Are your current platforms helping you maximize funding while reducing compliance risks?

The Solution

Bring plan building, goal tracking, and billing into one place

Every service tied to a goal

When a Speech Language Pathologist, Occupational Therapist, Physical Therapist, or Special Education teacher logs a session, it's tied directly to the IEP goal it supports, not entered separately and matched up later.

Billing built from real documentation

Claims are generated from the actual encounter notes your providers are already writing, with the right medicaid billing codes and credentials attached, so nothing has to be reconstructed after the fact.

One system for every provider on the team

Case managers, SLPs, OTs, PTs, and special education teachers all work from the same student record, so goal progress, service delivery, and billing status are visible in one place instead of scattered across three.

How it works

From IEP to progress monitoring to reimbursement without leaving the platform

• Goals, service logs, and billing codes stay in one student record

• Claims generate from documentation providers already write

• Nothing to reconcile before a claim goes out

1

Case managers build the IEP and set goals

Present levels, goals, and services, all documented in one plan.

2

Providers log sessions aligned with those goals

SLPs, OTs, PTs, and special education teachers document delivery and progress in the same place the goal lives.

3

Documentation flows straight into billing

Encounter notes become billing-ready records automatically, with credentials and CPT codes attached.

4

The district submits clean, audit-ready claims

No reconstructing what happened. No guessing whether a service was tied to the IEP.

Let's get started

Fill out the form and we'll set up a walkthrough

See how IEP management, goal tracking, and Medicaid billing work together in August.