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Reporting Requirements
Mental Health & Substance Use Disorder 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 2023
Forms and Instructions Posted for FY23 Expenditures per FY23 PIHP Contract Section 3.1
(Updated 4/26/2024)
Due Date: 06/30/2024Medical 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: 03/31/2022 -
Annual Submission Requirement - Forms and Instructions
Annual Submission Requirement (Last Updated 12/18/2023)
Submission Due Date: March 31, 2024
2023 Annual Submission Instructions
2023 Attachment A – Waiting List
2023 Attachment B – Request for Service and Disposition of Requests
2023 Attachment C – Community Data Sets Instructions
2023 Attachment C – Community Data Sets Worksheet
2023 Attachment D – Stakeholder Survey
2023 Attachment E – Priority Needs and Planned Actions
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Financial Status Reporting
Financial Status Reporting Fiscal Year 2024
Contract Requirements Per General Fund Section P6.5.1.1 and PIHP contract Schedule E
Financial Status Reporting Fiscal Year 2023
Contract Requirements Per General Fund Section P6.5.1.1 and PIHP contract Schedule E
- Reporting Index V-2023
- Examined FY23 CMHSP FSR for use with FY23 Compliance Examinations (updated 5/17/2024)
- Examined FY23 Stand Alone FSR for use with FY23 Compliance Examinations (updated 5/17/2024)
- Examined FY23 Regional Entity FSR for use with FY23 Compliance Examinations
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 for use with FY22 Compliance Examinations (updated 6/7/2023)
- Examined FY22 Standalone FSR for use with FY22 Compliance Examinations (Updated 6/16/2023)
- 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 2025
Contract Requirements for EGRAMS SUD grant agreements- Reporting Index V-2025 - 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
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Risk Management Strategy (RMS) - Forms and Instructions
RMS Submission Template (Updated 8/24/2023)
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Performance Bonus Incentive
Performance Bonus Incentive Pool FY24 (Updated 10/25/2023)
Performance Bonus Incentive Pool FY23 (Updated 9/26/2022)
Performance Bonus Joint MHP/PIHP Metrics
FY24 Social Determinants of Health Narrative Template (Updated 5/24/2024)
FY24 Joint Care Management Process Narrative Template (Updated 11/03/2023)
FY24 Shared Metrics Specifications (updated 9/25/2023)
PIHP-only Pay for Performance Measures
Initiation and Engagement of Alcohol and Other Drug Abuse or Dependence Treatment (IET-AD) (Updated 9/25/2023)
Adherence to Antipsychotic Medications for Individuals with Schizophrenia (SAA-AD) Specification (Updated 10/4/2023)
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ICSS Report and Instructions
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BH - TEDS
BHTEDS FY24 5874D Error File Specification
Effective 10/01/2023BHTEDS FY24 Admission and Discharge Extract formats
BHTEDS FY24 File Specifications
Effective 10/01/2023 – Rev 01/23/2024BHTEDS FY24 Error Descriptions
Effective 10/01/2023 – Rev 05/01/2024BHTEDS FY24 Coding Instructions
Effective 10/01/2023 – Rev 09/08/2023BHTEDS Field Requirements – Color Coded
Rev 06/09/2023BH-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: 08/17/2023)
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 - Behavioral Health Templates
Encounter Quality Initiative - SFY2024 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 2024 Michigan Behavioral Health Comparison Rate Development Report
- SFY 2025 Michigan Behavioral Health Comparison Rate Development Report
- Michigan Behavioral Health Comparison Rate Provider Meeting 07/01/2024
Standard Cost Allocation Model SFY2024
- Standard Cost Allocation Tool - SFY 2024 Version 1.4.2 (updated 8/08/2024)
- Standard Cost Allocation Methodology - SFY 2024 Version 1.4.2 (updated 06/17/24)
- CMHSP Standard Cost Allocation Tool Instructions - SFY2024 Version 1.4.2 (updated 06/17/24)
- SCA Methodology Appendices Version 1.4.2 (updated 06/17/2024).
FY2024 Staffing and Expense Survey
- BH Provider Staffing and Expense Survey - 2024 (Updated 01/24/2024)
- Instructions for BH Provider Staffing and Expense Survey (Updated 01/16/2024)
- Staffing and Expense Survey Q&A Tracker (Updated 02/13/2024)
- Recorded Training for Staffing and Expense Survey:
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PIHP and CMHSP Performance Indicator Systems
Michigan's Mission-Based Performance Indicator System (Updated: 10/31/2023)
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 FY24, effective October 1, 2023
- SFY2024 Behavioral Health Code Sets (Updated 07/18/2024)
- SFY2024 Behavioral Health Code Sets (Updated 06/01/2024)
- SFY 2024 Behavioral Health Code Sets (Updated 04/01/2024)
- SFY 2024 Behavioral Health Code Sets (Updated 12/08/2023)
Proposed Services Codes for FY23, effective October 1, 2022
- SFY 2023 Behavioral Health Code Sets (Updated 6/30/2023)
- 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.
If you have questions on this material, please e-mail Jackie Sproat at SproatJ@mcihigan.gov.
- Instructions for Generating a CAFAS® and PECFAS® Aggregate Reports (Updated: October 2020)