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Reporting Requirements
Mental Health & Substance Abuse Reporting Requirements
In order to monitor service provision, expenditures and consumer outcomes, the Department requires Community Mental Health Services Providers (CMHSPs), and Pre-Paid Inpatient Health Plans (PIHPs) to provide information and data on topics such as costs, services, consumer demographics, and administrative activities. The following is a list of key instructional documents for reporting to the federal Substance Abuse and Mental Health Services Administration.
(Click here for data reports and statistics.)
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Administrative Cost Reporting - Forms and Instructions
Administrative Cost Reporting Fiscal Year 2019
Forms and Instructions Revised and Posted for FY19 Expenditures per FY19 General Fund Contract Section 7.8 & 7.8.1.
(Last Updated 02/28/2020)
Revised Due Date: 03/13/2020- CMHSP/PIHP Administrative Cost Reporting Instructions
- CMHSP/PIHP Administrative Cost Reporting Form
- Establishing Administrative Costs Within and Across the PIHP System
Administrative Cost Reporting Fiscal Year 2018
Forms and Instructions Revised and Posted for FY18 Expenditures per FY18 General Fund Contract Section 7.8 & 7.8.1.
(Last Updated 02/14/2019)- CMHSP/PIHP Administrative Cost Reporting Instructions
- CMHSP/PIHP Administrative Cost Reporting Form
- Establishing Administrative Costs Within and Across the PIHP System
Administrative Cost Reporting Fiscal Year 2016
Forms and Instructions Revised and Posted for FY 16 Expenditures per FY16 General Fund Contract Section 7.8 & 7.8.1.
(Last Updated 02/10/2017)- CMHSP/PIHP Administrative Cost Reporting Instructions
- CMHSP/PIHP Administrative Cost Reporting Form
- Establishing Administrative Costs Within and Across the CMHSP System -December 2011
Administrative Cost Reporting Fiscal Year 2017
Forms and Instructions Revised and Posted for FY 17 Expenditures per FY17 General Fund Contract Section 7.8 & 7.8.1.
(Last Updated 02/10/2018) -
Medical Loss Ratio Reporting - Forms and Instructions
Medical Loss Ratio Reporting State Fiscal Year 2022
Forms and Instructions Posted for FY22 Expenditures per FY22 General Fund Contract Sections 7.8 & 7.8.1
(Last Updated 1/04/2023)
Due Date: 02/28/2023Medical Loss Ratio Reporting State Fiscal Year 2021
Forms and Instructions Posted for FY21 Expenditures per FY21 General Fund Contract Sections 7.8 & 7.8.1
(Last Updated 2/14/2022)
Due Date: 03/31/2022Medical Loss Ratio Reporting State Fiscal Year 2020
Forms and Instructions Posted for FY20 Expenditures per FY20 General Fund Contract Section 7.8 & 7.8.1.
(Last Updated 02/17/2021)
Due date: 03/31/2021- Medical Loss Ratio Reporting Template (.xlsx)
- Medical Loss Ratio Reporting Instructions (.pdf)
- Medical Loss Ratio and EQI Reconciliation (.pdf)
Medical Loss Ratio Reporting State Fiscal Year 2018
Forms and Instructions Posted for FY18 Expenditures per FY18 General Fund Contract Section 7.8 & 7.8.1.
(Last Updated 02/14/2019)Medical Loss Ratio Reporting State Fiscal Year 2019
Forms and Instructions Posted for FY19 Expenditures per FY19 General Fund Contract Section 7.8 & 7.8.1.
(Last Updated 02/28/2020)
Revised due date: 06/15/2020 -
Annual Submission Requirement - Forms and Instructions
Annual Submission Requirement Instructions (Last Updated 1/12/2023)
Submission Due Date: March 31, 2023
2022 Annual Submission Instructions
2022 Attachment A – Waiting List
2022 Attachment B – Request for Service and Disposition of Requests
2022 Attachment C – Community Data Sets Instructions
2022 Attachment C – Community Data Sets Worksheet
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Financial Status Reporting
Financial Status Reporting Fiscal Year 2023
Contract Requirements Per General Fund Section P6.5.1.1 and PIHP contract Schedule E
Financial Status Reporting Fiscal Year 2022
Contract Requirements Per General Fund Section P6.5.1.1 and PIHP contract Schedule E
- Electronic Reporting Instructions
- Reporting Index V-2022
- Examined FY22 CMHSP FSR
- Examined FY22 Standalone FSR
- Examined FY22 Regional Entity FSR
Financial Status Reporting Fiscal Year 2021
Contract Requirements Per General Fund Section P6.5.1.1 and PIHP contract Schedule E
- Electronic Reporting Instructions
- Reporting Index V-2021
- Final FY21 FSR Bundle for use with FY21 Compliance Examinations (Updated 4/7/2022)
- Examined FY21 CMHSP FSR (Updated 6/15/2022)
- Examined FY21 Standalone FSR (Updated 6/15/2022)
- Examined FY21 Regional Entity FSR (Updated 6/15/2022)
- Final Combined FY21 FSR Template wMACRO
Financial Status Reporting Fiscal Year 2020
Contract Requirements Per General Fund Section P6.5.1.1 and Medicaid Section P7.7.1.1Financial Status Reporting Fiscal Year 2019
Contract Requirements Per General Fund Section P6.5.1.1 and Medicaid Section P7.7.1.1
(Medicaid contract amendment #3)Financial Status Reporting Fiscal Year 2018
Contract Requirements Per General Fund Section P6.5.1.1 and Medicaid Section P7.7.1.1
(Medicaid contract amendment #2 effective 6/1/2018)Financial Status Reporting Fiscal Year 2017
Contract Requirements Per General Fund Section P6.5.1.1 and Medicaid Section P7.7.1.1
Last updated 12/01/2017Financial Status Reporting Fiscal Year 2016
Contract Requirements Per General Fund Section P6.5.5.1 and Medicaid Section P7.7.1.1
Last updated 5/11/2016 -
SUD (Non-Medicaid) Reporting - Forms and Instructions
PIHP SUD Reporting for FY 2024
Contract Requirements for EGRAMS SUD grant agreements- Reporting Index V-2024 - Forms and Instructions
PIHP SUD Reporting for FY 2023
Contract Requirements Per PIHP Contract Schedule E and EGRAMS grant agreements
- Reporting Index V-2023 - Forms and Instructions
PIHP SUD Reporting for FY 2022
Contract Requirements Per PIHP Contract Schedule E
- Reporting Index V-2022 - Forms and Instructions
PIHP SUD Reporting for FY 2021
Contract Requirements Per PIHP Contract Schedule E
- Reporting Index V-2021 - Forms and Instructions
PIHP SUD Reporting for FY 2020
Contract Requirements Per Medicaid Section 7.7.1.1
- Reporting Index V-2020 - Forms and Instructions
PIHP SUD Reporting for FY 2019
Contract Requirements Per Medicaid Section 7.7.1.1
- Reporting Index V-2019 - Forms and Instructions
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Risk Management Strategy (RMS) - Forms and Instructions
Risk Management Strategy (RMS) for Fiscal Year 2023
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Performance Bonus Incentive
Performance Bonus Incentive Pool FY23 (Updated 9/26/2022)
Performance Bonus Incentive Pool FY22 (Updated 9/19/2022)
Performance Bonus Joint MHP/PIHP Metrics
FY21 Shared Metrics Specifications
PIHP-only Pay for Performance Measures
Initiation and Engagement of Alcohol and Other Drug Abuse or Dependence Treatment (IET-AD)
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ICSS Report and Instructions
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BH - TEDS
BH-TEDS FY23 File Specifications
Effective 10/01/2022 – Rev 08/29/2022BH-TEDS FY23 Error Descriptions
Effective 10/01/2022 – Rev 10/20/2022BH-TEDS FY23 Coding Instructions
Rev. 08/29/2022 – Rev 09/30/2022Field Requirements - Color Coded
Rev. 08/29/2022BH-TEDS FY22 Admission & Discharge Extract Formats
BH-TEDS FY22 File Specifications
Effective 10/01/2021 - Rev 09/28/2021BH-TEDS FY22 Error Descriptions
BH-TEDS Coding Instructions FY22
Effective 10/01/2021 - Rev 03/08/2022
Rev. 02/09/2022BH-TEDS Q & A
Rev. 9/16Please send all questions and comments to Carol Hyso at HysoC@michigan.gov.
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BH - REGISTRY FILE
Please send all questions and comments to Michelle Lehman at LehmanM3@michigan.gov.
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CMHSP/PIHP MDHHS Systems List
Many data systems are required in order to satisfy MDHHS reporting requirements. The "CMHSP/PIHP MDHHS Systems List" identifies how to add, change, or inactivate user accounts for systems that BHDDA requires the CMHSPs and PIHPs to use for reporting.
If you have questions or comments, contact Julie Harrison at harrisonj10@michigan.gov.
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Instructions for Reporting Financial Information - 837 Encounters
Instructions for Reporting Financial Information (Updated: 06/15/2022)
Documentation on how to report financial information via the 837 including charged and paid amount, and provider identification.
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PIHP and CMHSP Cost Reporting Forms
Encounter Quality Initiative - SFY2022 Behavioral Health Templates
Encounter Quality Initiative - SFY2023 Behavioral Health Templates
Encounter Quality Initiative - SFY2022 Behavioral Health Templates
Reporting Instructions for Specialty Services and HMP
Due Date Friday, March 13, 2020, 5:00 p.m.Reporting Instructions for Specialty Services and HMP
Due Date Friday, January 31, 2020, 5:00 p.m.Reporting Instructions for Specialty Services and HMP
Due Date Monday, September 2, 2019, 5:00 p.m.CMHSP FY19 Sub-Element Cost Reporting Form and Reporting Instructions (1/21/2020)
Template for CMHSP FY19 Cost Reporting (Oct 2018-Sept. 2019)
Due Date March 13, 2020 5:00 p.m.CMHSP FY19 General Fund Cost Reporting Form and Reporting Instructions (12/27/2019)
Template for CMHSP FY19 General Fund Cost Reporting (Oct. 2018 - Sept. 2019)
Due Date March 13, 2020 5:00 p.m.CMHSP FY18 Sub-Element Cost Reporting Form and Reporting Instructions
(UpLess...dated: 01/03/2019)Template for CMHSP FY18 Cost Reporting. (Oct 2017-Sept 2018)
Due date February 28, 2019 5:00 p.m.CMHSP FY18 General Fund Cost Reporting Form and Reporting Instructions (Updated: 01/03/2019)
Template for CMHSP FY18 General Fund Cost Reporting (Oct 2017-Sept 2018).
Due date February 28, 2019 5:00 p.m. -
Policy 21-39 Reporting Requirements
Overview of BH Fee Schedule Reporting Requirements (updated 03/03/22)
Annual Behavioral Health Comparison Rate Reports
- SFY 2022 Michigan Behavioral Health Comparison Rate Development Report
- SFY 2023 Michigan Behavioral Health Comparison Rate Development Report
- SFY2022 Michigan Behavioral Health Comparison Rate Development 8/12/2022 Meeting Presentation
- BH Comparison Rates Stakeholder 8/12/2022 Meeting Recording (password is I+c?F*x4)
Standard Cost Allocation Model SFY2023
- Standard Cost Allocation Tool - SFY 2023 Version 1.3 (updated 01/24/23)
- Standard Cost Allocation Methodology - SFY 2023 Version 1.3 (updated 12/07/22)
- CMHSP Standard Cost Allocation Tool Instructions SFY2023 Version 1.3 (updated 12/07/22)
Standard Cost Allocation Model SFY2022
- Standard Cost Allocation Tool - SFY 2022 Version 1.3 (updated 01/24/23)
- CMHSP Standard Cost Allocation Tool Instructions SFY2022 Version 1.1 (updated 07/27/22)
- PIHP-CMHSP Standard Cost Allocation Methodology SFY2022 Version 1.1 (updated 07/27/22)
- Questions and Answers (updated 03/11/22)
Contracted Behavioral Health Provider Service Expense Template
- Instructions for Provider Service Expense Survey – (Updated November 18, 2022)
- BH Provider Service Expense Template - Code Listing (Updated December 12, 2022)
- BH Provider Expense Training FAQ (Updated February 14, 2023)
- BH Provider Service Expense Survey – (Updated November 18, 2022)
- BH Provider Expense Template 7/28/2022 Training Recording (password: 8#EP5cws) – (Updated August 4, 2022)
- BH Provider Expense Template 7/28/2022 Presentation – (Updated August 4, 2022)
Providers Subject to SFY 2022 Provider Expense Template Reporting Requirement
FY2023 Salary and Wage Survey
- Instructions for 2023 Salary and Wage Survey for Direct Care and Supervisory Staff - (Updated March 6, 2023)
- FY2023 Salary and Wage Survey for Direct Care and Supervisory Staff - (Updated March 6, 2023)
- FY2023 Salary and Wage Survey FAQ - (Updated March 6, 2023)
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PIHP and CMHSP Performance Indicator Systems
Michigan's Mission-Based Performance Indicator System (Updated: 2/21/2020)
Detailed instructions for reporting the Performance Indicators. Includes codebooks. Required for PIHPs and CMHSPs.
CMHSP Template (Updated: 06/01/2020)
PIHP Template (Updated: 06/01/2020)
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Network Adequacy Standards
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Encounter Data Integrity Team (EDIT)
Proposed Services Codes for FY23, effective October 1, 2022
- SFY 2023 Behavioral Health Code Sets (Updated 3/30/2023)
- SFY 2023 Behavioral Health Code Sets (Updated 1/13/2023)
Proposed Services Codes for FY22, effective October 1, 2021
- SFY 2022 EQI and Full Code Modifier Behavioral Health Code Sets
- SFY 2022 BHDDA Code Sets Technical Assistance
- Technical Assistance Question and Answers (Updated 9/20/21)
FY2021 Code Chart and Provider Qualifications
- PIHP/CMHSP Encounter Reporting Costing Per Code and Code Chart (Updated 7/19/2021)
- PIHP/CMHSP Provider Qualifications Chart (Updated 6/28/2021)
2020 EDIT OTP Dual Eligibles Subgroup
2021 Modifier Changes FY22 Subgroup
Encounter Data Integrity Team (EDIT)
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Other Resources
Behavioral Health Home Cost Efficiency Studies (05-14-2020)
- Instructions for Generating a CAFAS® and PECFAS® Aggregate Reports (Updated: October 2020)
Instructions for generating aggregate annual Child and Adolescent Functional Assessment Scale (CAFAS) and Pre-School and Early Childhood Functional Assessment Scale (PECFAS) reports.
- MDCH/PIHP Event Reporting FY11 (Updated: 11/01/2010)
Documentation on how to report to the Event Reporting System. Includes requirements, coding instructions, technical specification and the Implementation Guide. Current reporting includes suicides, non-suicide deaths, emergency medical treatment due to injury or medication error, hospitalizations due to emergency or medication error, and arrests for reportable populations .
- NPI Reporting Guidelines for 837 Encounter Transactions (Updated: 06/10/2016)
Includes all reportable HCPCS and Revenue codes for mental health. Contains updated instructions on use of modifiers and the acceptable activities that may be reflected in the cost of each procedure such as whether an activity needs to be face-to-face.
- Private Duty Nursing Authorizations Manual (Updated: 08/25/2010)
The User Manual guides CMH staff who are authorized through CHAMPS to enter prior authorizations for private duty nursing.
If you have questions on this material, please e-mail Kathy Haines at HainesK@michigan.gov.
- Instructions for Generating a CAFAS® and PECFAS® Aggregate Reports (Updated: October 2020)