What to Gather for Katie Beckett Before You Apply

Knowing what to gather for your Katie Beckett Georgia application is one of the most important steps you can take before you submit. Before diving in, make sure you’ve reviewed the Katie Beckett eligibility requirements so you understand what reviewers are looking for. The right documents — gathered completely and correctly — can mean the difference between approval and denial. This guide shows you exactly what to collect, why it matters, and how each document is used during the review.

Note: I’m a parent sharing what worked for our family. This is not legal or medical advice. Policies change — always confirm details with official Georgia Medicaid sources or a professional advocate.

🎥 Watch: What to Gather Before You Apply

📌 What to Gather for Katie Beckett Georgia (Quick Overview)

Your Katie Beckett packet includes three major parts:

• Medical & therapy documentation — the core of the approval
• School / behavioral documentation — real-world functional impact
• Parent forms & financial documents — identity, insurance, income

1️⃣ Medical & Therapy Documentation

This section carries the most weight. Reviewers use these records to understand diagnoses, daily challenges, safety needs, and why Medicaid-level care is required. Your role is primarily to request documents, gather evaluations, and help your Primary Care Provider (PCP) fill out the state forms completely.

• Psychological Evaluation (age 6+) or Developmental Evaluation (under 6)
  Must include diagnosis, cognitive/adaptive functioning, and behavioral impact. Required if requesting ICF/ID level of care or if “alert and cooperative” is not selected on line #33 of the DMA-6A. Must be less than 3 years old.
• 90 Days of Therapy Notes
  OT, PT, Speech, and/or ABA. Notes must be dated, signed, and show regular appointments (often interpreted as ~5 sessions/week). If appointments were canceled due to illness, holidays, staffing, or insurance issues, include a short cover letter explaining the lapse.
• 90 Days of Nursing Notes
  Only required for medically complex children or those requesting a Nursing Level of Care.
• 12 Months of Hospital Discharge Summaries
  Required only if your child regularly uses hospital services.
• Diagnosis List
  Create a supplemental document listing all diagnoses from specialists. You do not need full specialist reports.
• Medication List
  Include name, dose, and purpose. Add functional side effects only if clinically relevant.
• Primary Care Provider Paperwork
  Your doctor must complete the Medical History, Plan of Care, Medical Order of Necessity, Medication List, and KB Forms: DMA-6A, DMA-704, DMA-706. Expect this to take the longest. Provide your PCP with specialty records to help them answer accurately. Double-check that every box is filled in before submitting. (Mine charged $70 per child.) See the Georgia Medicaid Katie Beckett page for official form information.

2️⃣ School & Behavioral Documentation

We homeschool, so we did not submit school records. If your child attends school, or you homeschool but use school services, add:

• IEP or 504 Plan with goals and accommodations
• 90 days of school-based therapy notes (OT, PT, counseling, speech)
• Educational or psychological evaluations

3️⃣ Parent Forms & Supporting Documents

These confirm identity, financial eligibility, and insurance information. Keep digital copies of everything — you’ll need them for renewals and any future appeals.

• Proof of monthly gross earnings (most recent pay stubs)
• Proof of Citizenship/Alien Status (passport, birth certificate, or other documents from the list provided)
• Copy of child’s Social Security Card
• Child’s bank statements (only if applicable)
• Award letters (SSI, disability, child support — note “not applicable” on TOC if none)
• Health Insurance Information Questionnaire (DMA-285)
• Front and back of insurance card
• Medicaid Application
• HIPAA Authorization
• HIPP Form (send directly to HIPP, not inside your KB packet)
• Cover Letter explaining therapy gaps or anything unusual
• Table of Contents — highly recommended for organization and to note checklist items that were not applicable

💡 Insurance Cost Breakdown (Optional but Helpful)

This is not required by Georgia, but it can help your doctor accurately complete the Cost Effectiveness section of the DMA-706 form. Gather a simple summary of:

• Your private insurance plan type (PPO, HMO, POS, etc.)
• Deductible (individual & family)
• Out-of-pocket max (individual & family)
• Therapy coverage (OT, PT, Speech, ABA — % covered after deductible)
• Specialist visit coverage
• Prescription coverage (copays, tier costs)
• DME coverage (diapers, adaptive equipment, etc.)
• Your child’s average monthly out-of-pocket costs — therapies, medications, specialist visits, nursing or incontinence supplies, and behavioral therapy

🧾 Full Checklist: What to Gather for Katie Beckett Georgia

• Psychological or developmental evaluation (current, within 3 years)
• 90 days of therapy notes (OT, PT, Speech, ABA)
• 90 days of nursing notes (if applicable)
• 12 months of hospital discharge summaries (if applicable)
• List of diagnoses
• Medication list
• Primary Care Provider documents (DMA-6A, DMA-704, DMA-706)
• IEP / 504 plan (if applicable)
• 90 days of school-based therapy notes (if applicable)
• Most recent pay stubs
• Proof of citizenship
• Child’s Social Security card
• Health insurance card (front and back)
• Health Insurance Questionnaire (DMA-285)
• Medicaid application
• HIPAA form
• HIPP form (mail separately)
• Table of contents

⭐ Pro Tips Before You Submit

• Keep digital copies of everything for renewals and appeals.
• Be specific and clinical — reviewers only know what you write.
• Use therapy language when appropriate (eloping, impulsivity, severe dysregulation).
• Give clear examples (“needs help dressing due to sensory overwhelm and safety concerns”).

If your application is denied, don’t give up — see the Katie Beckett appeals guide for next steps.

Next Step

Or return to the Katie Beckett Georgia Parent Guide.

FAQs