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Office of Mental Health

Financial Guidance & Resources

Administrative - Financial Information

Administrative Practices and Medicaid Requirements

Best Practices for Not-for-Profit (NFP) Corporations

Board Governance & Executive Compensation in Non-Profit Mental Hygiene Agencies
This report, issued by The NYS Commission on Quality of Care and Advocacy for Persons with Disabilities, examines compensation practices in government funded not-for-profit mental hygiene agencies in NY State. It is designed to assist boards of directors in fulfilling their duty to set reasonable compensation for their executives by offering best practices.

Corporate Governance and Executive Compensation
This section contains links to guidelines/articles published by governmental and non-governmental entities which would provide NFP Boards with proper guidance for corporate governance and determining reasonable levels of executive compensation.

Management LibraryLeaving OMH site
This online library provides easy-to-access, comprehensive resources regarding the leadership and management of not-for-profit and for-profit organizations. It includes topics like finances, ethics in workplace, training and development.

Top Ten Internal Controls to Prevent and Detect Fraud
A list of internal controls to assist NFP providers in preventing and detecting fraudulent activities.

Community Budget and Financial Management Group (CBFM)

Case Management Models
Provides Case Management and Assertive Community Treatment Team models.

Community Support Program (CSP) Medicaid Description
Provides the description of the CSP Medicaid program.

Comprehensive Outpatient Program Services (COPS) Level I Description
Provides description of the COPS program.

Comprehensive Outpatient Program Services (COPS) Level II Description

Disproportionate Share Income (DSH)

Spending Plan Guidelines
Provides the Aid To Localities Spending Plan Allocation Guidelines and Instruction manuals.

Direct Contracts
Information for providers who have Aid-to-Localities funded direct contracts with OMH

Federal Certification Form 1 (Lobbying)

Federal Certification Form 2 (Assurances – Non–Construction Programs)

Clinic Reimbursement & Policy Guidance

Clinic Reimbursement & Policy Guidance
This site is intended to be a reference guide for all stakeholders looking for information on clinic restructuring as well as information regarding the restructuring of other ambulatory programs.

Consolidated Fiscal Reporting (CFR)

Consolidated Budget Reporting Manual
Documents provide procedures and step-by-step instructions for fulfilling fiscal reporting requirements related to the receipt of State Aid. (NYC and Upstate).

Consolidated Fiscal Reporting
The Consolidated Fiscal Reporting (CFR) site provides information on filing CFR documents and resources including contact listings, schedules, frequently asked questions, (FAQ's) and links to related sites.

Consolidated Fiscal Reporting System (CFRS) Software
Download the most recent release of the software used to prepare Consolidated Fiscal Reports (CFR), Consolidated Budget Reports (CBR) and Consolidated Quarterly Reports (CQR) for the Office of Alcoholism and Substance Abuse Services (OASAS), the Office For People With Developmental Disabilities (OPWDD), the Office of Mental Health (OMH) and the State Education Department (SED).

Long Acting Atypical Anti-Psychotic Injections


Medicare Part D
On December 8, 2003, the Medicare Prescription Drug, Improvement and Modernization Act of 2003 was enacted. It creates a new Part D, which establishes a prescription drug benefit for Medicare beneficiaries. The Centers for Medicare and Medicaid Services (CMS) published the final regulations for Medicare Part D on January 21, 2005. A quick reference guide for all stakeholders looking for information on the law, related regulations, and its impact on mental health programs and services in New York State is now available.

Medicaid Neutrality Cap Eliminated
It is no longer necessary to document the availability of the state share of Medicaid and/or local assistance as part of a proposed program expansion of a licensed outpatient program. This change was made in 2008

Medicaid Reimbursement Rates
Approved Medicaid fee-for-service rates for all OMH programs.

Restricted, Terminated or Excluded Individuals or Entities
The Office of the Medicaid Inspector General (OMIG) reminds providers to screen employees and contractors, both individuals and entities, to ensure that their participation in the Medicaid program has not been restricted, terminated or excluded under the provisions of 18 NYCRR § 504.7(b) - (h), 18 NYCRR §515.3, or 18 NYCRR §515.7.


The Children's Technical Assistance Center (CTAC) Leaving OMH site
CTAC is a training, consultation, and educational resource center available to all mental health clinics in New York State. We're here to assist both adult and children's mental health clinics for your clinical and business needs.

Continuing Day Treatment Programs' New Reimbursement Methodology - Frequently Asked Questions
In response to a number of inquiries and requests for clarification, the Office of Mental Health has developed responses to frequently asked questions regarding the new reimbursement methodology for licensed Continuing Day Treatment Programs.