Once you understand eligibility and have your documents gathered, the next step is making sure the right Katie Beckett forms Georgia families use are completed correctly — especially the physician paperwork.
This guide breaks down what’s in the Katie Beckett packet, which parts are usually the hardest, and which supporting templates can make your packet clearer and easier to review.
🎥 Watch: Forms & Documentation Walkthrough
📌 What This Post Covers
- How to complete the forms in a way that clearly shows your child’s medical needs
- How parents and doctors work together on the required paperwork
- Supporting documents that help when the forms don’t tell the whole story
- Downloadable templates you can edit for your own packet
1️⃣ Get the Most Current Packet First
Before you start filling anything out, I recommend contacting the Katie Beckett office to request the most current application packet. Forms found online can be outdated or incomplete.
When you call, ask:
- Whether any forms have changed recently
- What address they want packets mailed to
- What the current processing timeline looks like. If you want more of an idea of what our timeline looked like, you can watch my Katie Beckett Georgia Timeline video.
2️⃣ Katie Beckett Forms Georgia: What Your Doctor Completes (High Impact)
This section is often the most important — and the most likely to cause denial if sections are left blank or too vague. If your PCP isn’t familiar with Katie Beckett, expect this to be a collaborative process.
- DMA-6A (physician assessment)
- DMA-704 (Cost-effectiveness form)
- DMA-706 (Level of Care Statement)
- Physician Supporting Documents (to give extra information where space does not allow on the forms)
- Medical Order of Necessity
You may be required to make multiple appointments during this process. To make these appointments as efficient as possible, I suggest filling these forms out ahead of time. In the video above, I walk through the forms. Your child’s physician can use your pre-filled forms as a reference, revise them as needed, and then sign the final version if they agree with everything. Post-it notes for questions can help too.
Additionally, there may be a cost for these forms, since they will likely need to work on them between appointments so they are reimbursed for their time. Our office charged $70 per child.
Tip: Before you leave the appointment, double-check that every section is answered. If something truly does not apply, it’s better to write “N/A” than leave it blank.
Extra help: If this process feels overwhelming and you are able to afford additional help, there are businesses that guide families through preparing Katie Beckett packets and navigating the process.
The organizations below are ones I have personally interacted with while applying and appealing for my own children. There are other companies that offer similar services, but these are ones I can share about based on direct experience. I have attended Debbie Dobbs’ training webinars and used resources from her website and Facebook group. Pathway 2 Possibilities answered questions for me during the appeal process and was willing to meet quickly to provide guidance. Help Them Grow has shared helpful resources with me and appears to have a strong support system and structured process for families applying for waivers.
3️⃣ Supporting Documents (When the Form Doesn’t Have Enough Space)
Some physician forms only allow a few diagnoses or very limited explanation. Supporting documents help your doctor (and the reviewer) see the full picture clearly — especially when you write “see attached” on the form. Check out the downloadable templates below.
- Diagnosis list (when the form doesn’t have enough slots)
- Diagnostic & treatment procedures (expanded list)
- Rehabilitative services table (therapy schedule)
- Other health services table (specialists, counseling, etc.)
- Parent supplemental statement (optional, but helpful for clarity — especially for appeals)
- Insurance cost breakdown worksheet (helps your doctor with the cost-effectiveness form)
4️⃣ Forms Parents Usually Complete
These confirm identity, insurance, and household information. The exact list may vary depending on the packet version you receive.
- Medicaid application
- DMA-285 (Health Insurance Information Questionnaire)
- HIPAA authorization
- Proof documents (citizenship, SSN, insurance card, income verification)
- Table of contents (strongly recommended)
🧾 Download: Templates & Worksheets
These are editable templates you can copy to your Google Drive and customize for your child’s packet. (Delete instructional text before submitting.)
Before You Download:
These editable templates are based on what worked for our family and are meant as a starting point only. Your doctor or Medicaid office may require different wording or additional documentation. Always review forms with your child’s provider before submitting. I do think it’s nice to have the Physician Order of Medical Necessity with company letterhead too. You can edit these templates in Google Docs.
⭐ Pro Tips to Reduce Denial Risk
- Assume the reviewer has never met your child. Specific examples matter.
- Write “see attached” when forms run out of room — and attach a clean supplemental page.
- Explain gaps (missed therapy, waitlists, insurance delays, inability to start without financial assistance) in a short parent note when applicable.
- Keep a complete digital copy of everything you mail.
Next Step
If you haven’t already, start here first:
FAQ
What Katie Beckett forms Georgia doctors complete?
The physician-completed forms include the DMA-6A (physician assessment), DMA-704 (cost-effectiveness form), DMA-706 (level of care statement), and the Medical Order of Necessity. These are the highest-impact forms in the packet and should be completed carefully to avoid denial.
Can I pre-fill the forms before the doctor’s appointment?
Yes — and I strongly recommend it. Filling out the forms ahead of time lets your doctor use your notes as a reference, revise as needed, and sign the final version. It saves time and helps ensure nothing is left blank. Post-it notes for questions work great too.
What happens if a section on the forms is left blank?
Blank sections are one of the most common reasons for denial. If something truly does not apply to your child, write “N/A” rather than leaving it empty. Before you leave the appointment, do a quick check to make sure every section has been addressed.
Are the Katie Beckett forms the same every year?
Not necessarily. Forms can be updated, and versions found online may be outdated. Always contact the Katie Beckett office directly to request the most current packet before you begin filling anything out.
What supporting documents should I include with the packet?
Supporting documents help fill in the gaps where forms don’t have enough space. Useful additions include a diagnosis list, a therapy schedule table, a list of other health services, and a parent supplemental statement. Writing “see attached” on the form and including a clean supplemental page keeps everything organized for the reviewer.
Do the templates work for any child’s situation?
The downloadable templates are meant as a starting point only. Every child’s medical situation is different, and your doctor or Medicaid office may require different wording or additional documentation. Always review completed forms with your child’s provider before submitting.
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