Montana has a state-regulated behavioral health peer support profession serving people with mental health conditions, substance use disorders, co-occurring conditions, and families.
The state’s primary professional peer credential is the Certified Behavioral Health Peer Support Specialist, commonly abbreviated CBHPSS.
Unlike states where peer credentials are issued primarily by a nonprofit credentialing board, Montana regulates behavioral health peer support through the Montana Board of Behavioral Health, part of the Montana Department of Labor and Industry.
Montana established formal state certification for behavioral health peer support specialists in 2017. The state subsequently added Certified Behavioral Health Peer Support Services to Medicaid, creating a formal reimbursement pathway for qualifying mental health and substance use disorder peer services. (Montana’s Peer Network)
Montana is also expanding Family Peer Support. Family Peer Support Specialist certification became a professional pathway following legislation enacted in 2025, and the state is currently implementing family peer support pilots through its Children’s Mental Health Bureau. (DPHHS)
Montana Peer Support Quick Facts
Category | Montana overview |
|---|---|
State Medicaid program | Montana Medicaid |
State behavioral health authority | Montana DPHHS Behavioral Health and Developmental Disabilities Division |
Peer regulatory authority | Montana Board of Behavioral Health |
Primary peer credential | Certified Behavioral Health Peer Support Specialist |
Abbreviation | CBHPSS |
Credential type | State certification |
Foundational training | 40-hour approved peer support education program |
Training examination | Required |
Lived experience | Behavioral health disorder |
Recovery requirement | Generally at least 2 years in recovery under published certification guidance |
Supervision | Required |
Background check | Required |
Renewal | Annual |
Continuing education | 20 hours annually under published certification guidance |
Medicaid peer coverage | Yes |
Mental health peer benefit | Certified Behavioral Health Peer Support Services |
Substance use peer benefit | Certified Behavioral Health Peer Support Services |
Family peer credential | Family Peer Support Specialist |
Family peer foundational training | 40-hour qualifying course under current state guidance |
Medicaid family peer expansion | Pilot implementation underway |
Last reviewed | August 2026 |
What Is Peer Support in Montana?
Montana’s peer support model is based on the idea that people who have personally experienced behavioral health challenges and recovery can use that experience to support other people.
The state’s Behavioral Health and Developmental Disabilities Division describes peer support as an important recovery service delivered by people with lived experience of mental health or substance use disorders who have successfully maintained their recovery. Certified Behavioral Health Peer Support Specialists help people navigate treatment and recovery through a relationship based on mutual understanding. (DPHHS)
Peer professionals may help people:
- Develop recovery goals
- Build hope
- Identify strengths
- Develop coping skills
- Navigate treatment
- Connect with community resources
- Build natural supports
- Strengthen self-advocacy
- Develop wellness strategies
- Build recovery capital
- Navigate housing and employment resources
- Engage with treatment
- Maintain recovery
- Transition between levels of care
- Connect with recovery communities
- Develop independent living skills
- Facilitate peer groups
- Build meaningful community relationships
Peer support is distinct from psychotherapy or other licensed clinical treatment.
The defining expertise of a peer specialist comes from lived experience combined with formal training, certification, ethics, supervision, and professional practice.
Certified Behavioral Health Peer Support Specialist
The Certified Behavioral Health Peer Support Specialist, or CBHPSS, is Montana’s primary state-recognized peer credential.
Certification is regulated by the Montana Board of Behavioral Health.
The credential establishes professional standards involving:
- Education and training
- Lived experience
- Recovery
- Examination
- Ethics
- Supervision
- Background screening
- Continuing education
- Professional conduct
Montana’s approach makes peer support a formally regulated behavioral health profession rather than solely an employer-defined role.
Mental Health and Substance Use Peer Support
Montana’s CBHPSS credential spans behavioral health recovery rather than creating completely separate foundational credentials for mental health and substance use peers.
Montana’s peer workforce includes people with lived experience involving:
- Mental illness
- Substance use disorder
- Addiction
- Co-occurring behavioral health conditions
Montana’s Peer Network describes the state’s peer workforce as supporting people recovering from substance use, other addictions, mental illness, or co-occurring disorders. (Montana’s Peer Network)
This means a CBHPSS may potentially work across different behavioral health settings, subject to employer, payer, population, and program-specific requirements.
How to Become a Montana CBHPSS
Applicants should always verify the current requirements directly with the Montana Board of Behavioral Health before applying.
Published Montana peer workforce guidance identifies several major certification components.
Step 1: Meet the Lived Experience Requirement
A CBHPSS is a person with personal behavioral health lived experience.
Published Montana certification guidance requires the applicant to attest to having a behavioral health disorder. (Montana’s Peer Network)
The professional role therefore depends on lived experience rather than simply completing a peer support course.
Step 2: Demonstrate Recovery
Published Montana peer certification guidance identifies a recovery requirement.
Montana’s Peer Network currently describes the requirement as two years in recovery without behavioral-health-related hospitalization or incarceration. (Montana’s Peer Network)
Applicants should confirm the exact current Board language because licensure and certification rules may change.
Step 3: Complete Approved Peer Support Education
Published certification guidance requires completion of a 40-hour peer support education program.
The program must include an examination, and verification of successful completion must be provided to the Board. (Montana’s Peer Network)
Training completion itself does not create the state credential.
Step 4: Complete the Examination
The approved peer education program must include an examination.
For example, Montana’s Peer Network’s Peer Support 101 certification pathway includes coursework, in-person training, and a certification examination. (Montana’s Peer Network)
Organizations should distinguish between:
- Completing peer training
- Passing the training examination
- Receiving state certification
These are not necessarily the same event.
Step 5: Establish Supervision
Applicants must submit applicable supervision documentation.
Published Montana guidance identifies:
- Supervisor Agreement
- Supervision Plan
as part of the certification process. (Montana’s Peer Network)
Supervision remains an important part of maintaining professional peer practice after certification.
Step 6: Complete the Recovery Narrative
Published certification guidance requires a narrative describing the applicant’s recovery from their behavioral health disorder. (Montana’s Peer Network)
The recovery narrative helps establish the lived-experience foundation of the professional peer role.
Step 7: Complete Legal and Health History Requirements
Applicants must complete applicable legal and health history disclosures required by the Board. (Montana’s Peer Network)
Step 8: Complete the Background Check
Published Montana guidance requires fingerprinting and a background check through the Montana Department of Justice. (Montana’s Peer Network)
Applicants should verify the current fee and fingerprinting procedure directly with the Board because fees may change.
Step 9: Apply to the Montana Board of Behavioral Health
After satisfying applicable requirements, the applicant submits the state certification application and fee to the Montana Board of Behavioral Health.
The Board, rather than the training organization, ultimately determines whether the applicant receives the CBHPSS credential.
Montana Peer Support Training
Montana allows qualifying peer support education programs that satisfy state standards.
One major training organization is Montana’s Peer Network, which has trained peer supporters in the state since before formal state certification was created.
Its current certification pathway includes:
- Peer Support Foundations coursework
- Certification-specific coursework
- Required assignments
- Three-day in-person training
- Certification examination
The organization also offers a separate Recovery Coaching pathway for people who want peer support skills but do not require formal state certification. (Montana’s Peer Network)
This distinction is important.
A person may receive recovery coaching or peer support training without necessarily becoming a Montana Certified Behavioral Health Peer Support Specialist.
Peer Support 101
Montana’s Peer Network has historically offered Peer Support 101, commonly called PS101, as a certification-oriented training program.
The curriculum includes topics such as:
- Whole-health recovery
- One-to-one peer support
- Group facilitation
- Ethics
- Professional standards
- Confidentiality
- Stages of change
- Recovery concepts
- Core peer competencies
- Recovery storytelling
Training organizations may update their curriculum and delivery format, so prospective participants should use current training information rather than relying on historical PS101 schedules.
Certification vs. Recovery Coaching
Montana makes an important distinction between general recovery coaching and state-certified behavioral health peer support.
Montana’s Peer Network currently offers:
Recovery Coaching Pathway
Designed for people who want practical peer support skills but do not need formal certification.
Certification Pathway
Designed for people who need CBHPSS certification as a condition of employment. (Montana’s Peer Network)
Organizations should not assume that a recovery coaching certificate automatically satisfies Montana CBHPSS requirements.
CBHPSS Renewal
Montana’s CBHPSS credential must be maintained after initial certification.
Published Montana peer workforce guidance states that certification is renewed annually and expires on December 31. (Montana’s Peer Network)
Renewal requirements have included:
- Continuing education
- Supervision documentation
- Continued recovery attestation
- Renewal fee
Organizations should verify current Board rules each renewal cycle.
Continuing Education
Published Montana certification guidance identifies 20 hours of continuing education as part of annual CBHPSS renewal. (Montana’s Peer Network)
Montana’s Peer Network offers continuing education opportunities for CBHPSS professionals, including courses addressing topics such as:
- Ethics
- Trauma
- Suicide intervention
- Peer practice
- Recovery
- Professional development
Employers should track:
- Credential expiration
- CE hours
- Course completion
- Training provider
- Supervision
- Renewal application
- Renewal approval
Credential compliance should be treated as an ongoing workforce function rather than a one-time onboarding task.
CBHPSS Supervision
Supervision is a formal part of Montana’s peer certification structure.
Applicants must establish a supervision agreement and plan as part of certification under published guidance. (Montana’s Peer Network)
Effective supervision can address:
- Peer ethics
- Boundaries
- Use of lived experience
- Recovery orientation
- Documentation
- Role fidelity
- Difficult participant interactions
- Professional development
- Staff wellness
- Escalation of clinical issues
- Organizational expectations
Supervision should support the peer role rather than convert the peer worker into an unlicensed clinician.
What Does a Montana CBHPSS Do?
Depending on the organization and service, a CBHPSS may:
- Provide one-to-one peer support
- Share relevant lived experience
- Model recovery
- Help people identify recovery goals
- Develop coping strategies
- Promote self-determination
- Build natural supports
- Help people navigate behavioral health services
- Connect people with community resources
- Promote wellness
- Facilitate peer groups
- Support recovery planning
- Help participants develop independent living skills
- Support treatment engagement
- Support transitions
- Promote community integration
- Help people build recovery capital
- Document services
Montana Medicaid’s adult mental health peer benefit specifically describes CBHPS as a one-to-one service promoting positive coping skills through mentoring and other activities supporting personal wellness and recovery. (DPHHS)
Family Peer Support in Montana
Montana is actively expanding Family Peer Support Services.
The state’s Children’s Mental Health Bureau launched Family Peer Support pilot sites in January 2025 as part of Montana’s broader Behavioral Health System for Future Generations initiative. (DPHHS)
The model connects parents, caregivers, and guardians with peers who have lived experience raising a child with mental health care needs.
Family peer support focuses on supporting the adults caring for children rather than providing clinical treatment to the child.
Family Peer Support Specialist
Montana now recognizes the Family Peer Support Specialist, or FPSS, as a professional peer role.
Montana Medicaid’s February 2026 member newsletter describes FPSS as a professional role for people with experience raising a young person with mental health challenges or special health care needs. (DPHHS)
Family peers use that experience to help other families access:
- Emotional support
- Resources
- Navigation
- Advocacy
- Problem solving
- Community connections
- Family goals
- Behavioral health systems
Family Peer Support Training
Current state guidance identifies a 40-hour course as part of the Family Peer Support Specialist pathway.
The Family Peers for Hope Family Peer Support 101 course is one training that meets Montana’s state certification standards. (DPHHS)
The training includes an examination.
Additional certification steps currently include:
- Application
- Certification fee
- Background check
(DPHHS)
Certification is overseen through the Montana Board of Behavioral Health under the Montana Department of Labor and Industry. (DPHHS)
Family Peer Support Pilot
Montana’s Children’s Mental Health Bureau initially funded four Family Peer Support pilot sites in 2025:
- AWARE
- Mental Health America of Montana
- Montana Rescue Mission
- St. John’s United
(DPHHS)
The state continues to develop training, technical assistance, and implementation resources around the model.
Family peer support presentations and workforce development activities are scheduled to continue through at least May 2027. (DPHHS)
This makes family peer support an important emerging area of Montana’s peer services infrastructure.
Behavioral Health vs. Family Peer Support
Area | CBHPSS | Family Peer Support Specialist |
|---|---|---|
Full name | Certified Behavioral Health Peer Support Specialist | Family Peer Support Specialist |
Lived experience | Personal behavioral health recovery | Raising/caring for youth with behavioral health or related needs |
Primary recipient | Person experiencing behavioral health condition | Parent, guardian, or caregiver |
State certification | Yes | Yes |
Regulatory authority | Montana Board of Behavioral Health | Montana Board of Behavioral Health |
Foundational training | 40-hour qualifying peer program | 40-hour qualifying family peer program |
Medicaid relevance | Established Medicaid peer benefit | Emerging through state family peer initiatives |
Clinical credential | No | No |
Organizations should not treat these roles as interchangeable because their lived-experience qualifications and service populations differ.
Is Peer Support Covered by Montana Medicaid?
Yes.
Montana Medicaid covers Certified Behavioral Health Peer Support Services under applicable behavioral health benefits.
Montana’s 2026 Medicaid Member Guide specifically includes peer support among covered adult mental health services. (DPHHS)
Montana has separate Medicaid policy addressing peer support in:
- Adult mental health
- Substance use disorder services
The state’s Medicaid behavioral health provider manual includes:
- Policy 415, Certified Behavioral Health Peer Support Services, Mental Health
- Policy 515, SUD Certified Behavioral Health Peer Support Services, Adult
(DPHHS)
This distinction is operationally important because eligibility and service requirements may differ between mental health and substance use peer support.
Medicaid Mental Health Peer Support
Montana Medicaid defines Certified Behavioral Health Peer Support for adult mental health as a one-to-one service intended to promote positive coping skills through mentoring and other activities.
The service helps members work toward:
- Health
- Wellness
- Self-directed living
- Recovery
- Personal goals
- Full potential
(DPHHS)
The peer relationship is therefore intended to be recovery-oriented and goal-directed.
Mental Health Eligibility
Under Montana Medicaid’s published mental health CBHPS policy, the member must meet Severe and Disabling Mental Illness, or SDMI, criteria to qualify for that specific service. (DPHHS)
Organizations should not assume that every Medicaid member with a mental health diagnosis automatically qualifies for the Medicaid CBHPS benefit.
Eligibility and medical necessity requirements should be verified before service delivery and billing.
Who Can Provide Medicaid Mental Health Peer Support?
Montana Medicaid’s published mental health policy requires the service to be delivered by a Certified Behavioral Health Peer Support Specialist certified by the Montana Board of Behavioral Health. (DPHHS)
This creates a direct connection between:
State certification → staff qualification → Medicaid reimbursement.
Simply completing peer support training is not enough when the Medicaid service specifically requires a state-certified CBHPSS.
Which Organizations Can Bill for Mental Health Peer Support?
Published Montana Medicaid policy states that qualifying mental health CBHPS services must be provided through specified provider organizations.
The 2023 policy identifies:
- Licensed Mental Health Centers
- Federally Qualified Health Centers
- Rural Health Clinics
- Urban Indian Health Centers
- IHS Tribal 638 providers
(DPHHS)
Organizations should confirm the current provider manual before relying on this list because Montana’s Medicaid behavioral health system is undergoing broader changes.
Mental Health Center Requirements
Montana Medicaid’s published CBHPS policy requires participating Mental Health Centers to:
- Ensure peer staff are certified by the Board of Behavioral Health
- Maintain policies and procedures for initial and ongoing staff training
- Maintain communication and coordination with the treatment team
- Establish service frequency according to the member’s needs and preferences
(DPHHS)
This means peer support compliance involves more than simply checking whether an employee has a credential.
Organizations need systems supporting:
- Credential verification
- Training
- Care-team coordination
- Service planning
- Documentation
- Supervision
Medicaid Substance Use Peer Support
Montana Medicaid also maintains a dedicated SUD Certified Behavioral Health Peer Support Services policy for adults.
The service appears as Policy 515 within Montana’s Medicaid Substance Use Disorder provider manual. (DPHHS)
Peer specialists working in substance use treatment and recovery organizations should use the SUD-specific policy rather than assuming the mental health CBHPS requirements apply identically.
This distinction may affect:
- Participant eligibility
- Provider type
- Service planning
- Documentation
- Authorization
- Billing
- Medical necessity
Why Montana’s Medicaid Peer Benefit Matters
Montana formally added certified behavioral health peer support as a Medicaid benefit following state legislation.
The 2019 Legislature enacted Senate Bill 30 to fund certified behavioral health peer support as medical assistance under Montana Medicaid. (DPHHS)
The state continues to identify peer support as an important recovery service funded through Medicaid and federal grants. (DPHHS)
This makes peer support part of Montana’s formal behavioral health delivery infrastructure rather than solely a grant-funded community service.
Can an Individual CBHPSS Independently Bill Medicaid?
Organizations should not assume that CBHPSS certification creates independent Medicaid billing authority.
The credential establishes the worker’s professional qualification.
Medicaid reimbursement depends separately on:
- Eligible member
- Covered service
- Qualified CBHPSS
- Eligible provider organization
- Medical necessity
- Applicable treatment or service plan
- Documentation
- Authorization when required
- Billing requirements
Published mental health policy specifically ties Medicaid CBHPS delivery to qualifying organizations. (DPHHS)
Individual certification and organizational Medicaid enrollment should therefore be treated as separate compliance requirements.
Scope of Practice
Montana CBHPSS professionals provide recovery-oriented behavioral health support based on lived experience.
Appropriate activities may include:
- Peer mentoring
- Recovery support
- Goal setting
- Coping skill development
- Recovery education
- Self-advocacy
- Community resource navigation
- Natural support development
- Wellness planning
- Recovery capital development
- Treatment engagement
- Community integration
- Peer groups
- Transition support
- Recovery storytelling
- Supporting self-directed recovery
The exact scope depends on:
- State certification standards
- Employer policy
- Medicaid requirements
- Participant needs
- Funding source
- Program type
Activities Generally Outside Peer Scope
Unless separately qualified under another professional license or credential, a CBHPSS generally should not:
- Diagnose behavioral health disorders
- Conduct psychotherapy
- Prescribe medication
- Provide medical advice
- Perform clinical assessments requiring professional licensure
- Make involuntary treatment decisions
- Independently alter clinical treatment
- Represent themselves as a licensed clinician
- Determine Medicaid eligibility
- Provide legal advice
Peers may participate in multidisciplinary behavioral health teams without becoming clinicians.
Recovery-Oriented Practice
Montana’s peer system is explicitly grounded in recovery.
The state’s Behavioral Health Advisory Council defines recovery as a process through which people improve health and wellness, live self-directed lives, and strive to reach their full potential. Its Peer Recovery Subcommittee focuses on peer workforce development across Montana’s continuum of care. (DPHHS)
Peer programs should therefore emphasize:
- Hope
- Self-determination
- Multiple pathways to recovery
- Strengths
- Community
- Meaning
- Wellness
- Choice
- Person-defined goals
rather than treating peers primarily as compliance or monitoring staff.
Peer Support for Substance Use Recovery
Montana’s peer workforce explicitly includes people with substance use recovery experience.
Peer specialists may support people with:
- Treatment engagement
- Recovery planning
- Mutual support
- Harm reduction
- Recovery resources
- Housing
- Employment
- Transportation
- Community connection
- Recovery capital
- Wellness
- Relapse prevention strategies within peer scope
- Transition from treatment
- Long-term recovery
The state identifies peer support as an important component of sustaining recovery from substance use and mental illness. (DPHHS)
Peer Support for Mental Health Recovery
CBHPSS professionals may also support people experiencing serious mental health conditions.
Medicaid-covered mental health peer services focus on mentoring and coping skills that help eligible members pursue personal wellness and recovery goals. (DPHHS)
Peer support may complement:
- Therapy
- Psychiatry
- Case management
- Community-based rehabilitation
- Crisis services
- Medication management
- Other behavioral health services
while remaining a distinct lived-experience service.
Drop-In Centers
Montana supports community-based behavioral health drop-in centers.
The state reported eight drop-in centers operating across Montana in its 2025 legislative behavioral health presentation. (DPHHS)
These centers provide low-barrier, peer-oriented recovery services such as:
- Support groups
- Skill development
- Supportive services
- Referrals
- Social connection
- Community engagement
Drop-in centers demonstrate that peer support in Montana extends beyond Medicaid-billed clinical settings.
Recovery Residences
Montana also recognizes recovery housing as part of the recovery support continuum.
The state describes recovery residences as environments designed by and for people in recovery, with some higher-need residences incorporating peer recovery support or connecting residents with clinical and recovery services. (DPHHS)
Peer professionals in recovery housing may help residents:
- Build recovery capital
- Establish routines
- Connect with services
- Develop natural supports
- Pursue employment
- Engage with recovery communities
- Navigate treatment
Funding and billing requirements should be evaluated separately from the CBHPSS credential itself.
Family Peer Support
Family Peer Support represents one of Montana’s most significant recent expansions of peer services.
The model recognizes that caregivers of children with behavioral health needs have their own lived experience and can support other families navigating similar challenges.
Family peers may help caregivers:
- Navigate behavioral health services
- Identify resources
- Develop advocacy skills
- Understand systems
- Build confidence
- Connect with other families
- Develop goals
- Address barriers
- Reduce isolation
- Navigate transitions
Family peer support should remain distinct from:
- Family psychotherapy
- Clinical case management
- Legal advocacy
- Child protective services
- Professional clinical assessment
Documentation for Montana Peer Support
Peer documentation should demonstrate what happened during the service and how it supported the participant’s recovery.
A strong peer support note may include:
- Participant identifier
- Date
- Start and end time
- Duration
- Location
- Modality
- CBHPSS name
- Credential
- Recovery goal addressed
- Peer activity
- Relevant use of lived experience
- Coping skill addressed
- Resource connection
- Natural supports
- Participant response
- Progress
- Follow-up
- Connection to service or treatment plan
- Required signature or attestation
Documentation Should Be
- Accurate
- Timely
- Person-centered
- Recovery-oriented
- Strengths-based
- Specific
- Respectful
- Relevant
- Consistent with peer scope
- Connected to participant goals
- Consistent with Medicaid requirements when billed
Documentation Should Avoid
- Unsupported diagnoses
- Clinical interpretations outside peer scope
- Stigmatizing language
- Copy-and-paste notes
- Generic statements such as “provided peer support”
- Unnecessary sensitive information
- Documentation of services that did not occur
- Personal opinions presented as clinical facts
- Language written solely to justify reimbursement
Documentation and Billing Are Not the Same Thing
A completed peer note does not automatically establish Medicaid reimbursement.
A claim may also depend on:
- Medicaid eligibility
- Covered service
- Mental health or SUD benefit
- Medical necessity
- SDMI eligibility where applicable
- CBHPSS certification
- Provider organization eligibility
- Service plan
- Authorization
- Correct code
- Correct units
- Documentation
- Timely filing
Organizations should separately validate:
- The participant qualifies for the service
- The worker holds the required credential
- The organization is eligible to provide the service
- The service occurred
- Documentation accurately describes the service
- The claim satisfies current Medicaid requirements
Confidentiality and Information Sharing
Montana peer professionals may work with highly sensitive behavioral health information.
Applicable requirements may include:
- HIPAA
- 42 CFR Part 2
- Montana law
- Medicaid requirements
- Board of Behavioral Health standards
- Employer policies
- Consent and authorization requirements
Peer workers should receive training addressing:
- Information access
- Documentation
- Care-team communication
- Substance use records
- Participant consent
- Text messaging
- Telehealth
- Social media
- Crisis situations
- Legal requests
Organizations should obtain qualified legal and compliance guidance for their specific circumstances.
Starting a Peer Support Program in Montana
Organizations developing peer services should first determine the population, funding source, and regulatory structure.
Step 1: Define the Population
Determine whether the program serves:
- Adults with serious mental illness
- People with substance use disorders
- People with co-occurring conditions
- Parents and caregivers
- People leaving treatment
- People living in recovery housing
- People using community recovery services
- Other behavioral health populations
Step 2: Determine the Required Peer Role
Identify whether the program needs:
- Certified Behavioral Health Peer Support Specialists
- Family Peer Support Specialists
- Recovery coaches who do not require state certification
- Another appropriately qualified workforce
Step 3: Determine Whether State Certification Is Required
If the service requires a CBHPSS, verify:
- Lived-experience eligibility
- Recovery requirement
- Approved 40-hour training
- Examination
- Supervision
- Recovery narrative
- Background check
- Board application
- Active certification
Step 4: Determine Medicaid Eligibility
If Medicaid reimbursement is expected, identify whether the service is:
- Mental health CBHPS
- SUD CBHPS
- Another behavioral health service
Then verify:
- Member eligibility
- Medical necessity
- Provider type
- CBHPSS qualification
- Service planning
- Authorization
- Documentation
- Billing requirements
Step 5: Establish Credential Tracking
Track:
- Certification number
- Original certification date
- Expiration date
- Continuing education
- Supervision
- Renewal
- Training certificates
- Background check
- Specialty training
Step 6: Establish Supervision
Create workflows for:
- Supervisor assignment
- Supervision plan
- Supervision frequency
- Documentation
- Ethics
- Boundaries
- Role fidelity
- Professional development
- Clinical escalation
Step 7: Build the Service Workflow
Map:
- Referral
- Eligibility
- Intake
- Consent
- Recovery goals
- Peer assignment
- Scheduling
- Service delivery
- Documentation
- Supervision
- Follow-up
- Outcomes
- Billing
Step 8: Establish Role Boundaries
Develop written policies covering:
- Use of lived experience
- Scope of practice
- Confidentiality
- Dual relationships
- Transportation
- Gifts
- Social media
- Communication outside work
- Crisis escalation
- Staff wellness
- Role drift
Step 9: Configure Documentation
Documentation templates should reflect peer practice rather than forcing peers into psychotherapy note structures.
Capture:
- Recovery goal
- Peer activity
- Participant response
- Strengths
- Skills
- Natural supports
- Resources
- Progress
- Next steps
Step 10: Measure Outcomes
Potential outcomes include:
- Engagement
- Recovery goal progress
- Recovery capital
- Community integration
- Natural support development
- Treatment engagement
- Housing stability
- Employment
- Wellness
- Participant satisfaction
- Hospital utilization
- Treatment retention
- Peer workforce retention
- Documentation timeliness
- Supervision completion
Common Challenges for Montana Peer Programs
State Certification Requirements
Montana regulates the peer profession through a state board.
Organizations therefore need reliable systems for tracking certification rather than relying solely on training certificates.
Annual Renewal
Published guidance requires annual CBHPSS renewal.
Organizations need to monitor expiration dates, CE requirements, supervision, and renewal status. (Montana’s Peer Network)
Mental Health vs. SUD Medicaid Rules
Montana maintains separate Medicaid policies for mental health and substance use peer support. (DPHHS)
Organizations serving both populations should not assume identical eligibility and billing requirements.
Provider Eligibility
A worker may hold an active CBHPSS credential while the organization itself is not eligible to bill a particular Medicaid peer service.
Individual qualification and organizational eligibility should be tracked separately.
Family Peer Expansion
Montana’s family peer workforce is newer than its adult behavioral health peer system.
Organizations should expect training, certification, funding, and program guidance to continue evolving.
Rural Service Delivery
Montana’s geography creates challenges involving:
- Travel
- Transportation
- Workforce shortages
- Access to supervision
- Training access
- Service availability
- Community resources
Virtual peer support and remote supervision may therefore be particularly important, subject to current regulatory and payer requirements.
Documentation Burden
Peer specialists are primarily valuable because of their ability to develop relationships through shared experience.
Documentation systems should support that work rather than overwhelm it.
Role Drift
Peer workers can gradually become responsible for:
- Generic case management
- Administrative tasks
- Transportation
- Compliance monitoring
- Clinical tasks
Organizations should actively protect the distinct peer role.
Frequently Asked Questions
What is Montana’s primary peer support credential?
The Certified Behavioral Health Peer Support Specialist, or CBHPSS.
Who regulates CBHPSS certification?
The Montana Board of Behavioral Health.
Is CBHPSS a state credential?
Yes.
Montana formally established behavioral health peer support specialist certification in 2017. (Montana’s Peer Network)
How much training is required?
Published Montana guidance requires a 40-hour peer support education program that includes an examination. (Montana’s Peer Network)
Is lived experience required?
Yes.
The CBHPSS credential is specifically based on personal behavioral health lived experience.
Is recovery required?
Yes.
Published Montana peer workforce guidance identifies a two-year recovery requirement for CBHPSS certification. Applicants should verify current Board rules when applying. (Montana’s Peer Network)
Is supervision required?
Yes.
Montana’s certification process includes a Supervisor Agreement and Supervision Plan under published guidance. (Montana’s Peer Network)
Is a background check required?
Yes.
Published certification guidance includes fingerprinting and a criminal background check. (Montana’s Peer Network)
Does certification need to be renewed?
Yes.
Published Montana guidance states that CBHPSS certification renews annually. (Montana’s Peer Network)
How much continuing education is required?
Published guidance identifies 20 hours of continuing education for annual renewal. (Montana’s Peer Network)
Can a CBHPSS support mental health recovery?
Yes.
Can a CBHPSS support substance use recovery?
Yes.
Montana’s peer workforce includes lived experience involving mental health, substance use, addiction, and co-occurring disorders. (Montana’s Peer Network)
Does Montana Medicaid cover peer support?
Yes.
The 2026 Montana Medicaid Member Guide identifies peer support as part of covered adult mental health services, and the Medicaid behavioral health provider manual contains dedicated mental health and SUD CBHPS policies. (DPHHS)
Does Montana have separate mental health and SUD Medicaid peer policies?
Yes.
The provider manual includes Policy 415 for mental health CBHPS and Policy 515 for adult SUD CBHPS. (DPHHS)
Who can provide Medicaid mental health peer support?
Published policy requires a Certified Behavioral Health Peer Support Specialist certified by the Montana Board of Behavioral Health. (DPHHS)
Does every Medicaid member qualify for mental health peer support?
No.
The published adult mental health CBHPS policy requires the member to meet Severe and Disabling Mental Illness criteria. (DPHHS)
Can a CBHPSS independently bill Montana Medicaid?
Certification alone should not be assumed to create independent billing authority. Medicaid peer services must satisfy organizational provider and service requirements.
Does Montana have Family Peer Support Specialists?
Yes.
Montana is implementing a formal Family Peer Support Specialist workforce and certification pathway. (DPHHS)
What training is used for Family Peer Support?
Current state information identifies a 40-hour qualifying training. Family Peers for Hope’s Family Peer Support 101 meets Montana’s state certification standards. (DPHHS)
Are peer specialists clinicians?
No.
CBHPSS certification itself is not clinical professional licensure.
Official Montana Peer Support Resources
Montana Board of Behavioral Health
Official state regulatory authority for Certified Behavioral Health Peer Support Specialists and Family Peer Support Specialists.
Last checked: August 20, 2026.
Montana Board of Behavioral Health
Montana DPHHS Behavioral Health and Developmental Disabilities Division
Official state behavioral health agency responsible for Montana’s public mental health, substance use, Medicaid behavioral health, recovery, and peer support systems.
Last checked: August 20, 2026.
Montana Medicaid Behavioral Health Provider Manual
Official Montana DPHHS provider resource containing behavioral health Medicaid policies, including separate Certified Behavioral Health Peer Support policies for mental health and substance use disorder services. (DPHHS)
Last checked: August 20, 2026.
Montana Medicaid Behavioral Health Provider Manual
Montana Medicaid Mental Health CBHPS Policy
Official Medicaid policy addressing Certified Behavioral Health Peer Support Services for eligible adult mental health members, including medical necessity and provider requirements. (DPHHS)
Last checked: August 20, 2026.
Montana Medicaid Mental Health Peer Support Policy
Montana Medicaid Member Guide
Official 2026 Medicaid member guide identifying peer support among Montana Medicaid’s adult mental health services. (DPHHS)
Last checked: August 20, 2026.
2026 Montana Medicaid Member Guide
Montana Family Peer Support
Official Children’s Mental Health Bureau resource covering Montana’s Family Peer Support initiative, pilot sites, training, presentations, and certification information. (DPHHS)
Last checked: August 20, 2026.
Montana’s Peer Network
Statewide peer organization providing CBHPSS certification-oriented training, continuing education, peer workforce development, organizational support, and recovery resources. (Montana’s Peer Network)
Last checked: August 20, 2026.
Montana Peer Support Training
Montana’s Peer Network training hub includes its certification pathway, continuing education, and peer workforce training. (Montana’s Peer Network)
Last checked: August 20, 2026.
Montana Behavioral Health Advisory Council
Official DPHHS advisory council containing the Peer Recovery Subcommittee and current peer workforce planning materials. (DPHHS)
Last checked: August 20, 2026.
Montana Behavioral Health Advisory Council
Technology for Montana Peer Support Programs
Montana’s peer support structure creates several operational requirements for behavioral health and recovery organizations.
Technology supporting Montana peer programs should account for:
- CBHPSS certification
- Family Peer Support Specialist certification
- Montana Board of Behavioral Health credentialing
- 40-hour qualifying training
- Training examinations
- Lived-experience requirements
- Recovery requirements
- Background checks
- Supervisor agreements
- Supervision plans
- Continuing education
- Annual renewal
- Mental health peer services
- Substance use peer services
- Medicaid eligibility
- SDMI eligibility when applicable
- Provider organization requirements
- Recovery goals
- Peer-specific documentation
- Referrals
- Caseloads
- Scheduling
- Community-based services
- Telehealth when permitted
- Participant communication
- Supervision
- Outcomes
- Claims workflows
- HIPAA
- 42 CFR Part 2
- Role-based permissions
- Grant reporting
Montana’s state-regulated credential creates a particularly important workforce compliance requirement.
Organizations should be able to determine whether each peer has:
- Completed qualifying training
- Received state certification
- Established required supervision
- Completed continuing education
- Renewed the credential
- Maintained an active credential
Medicaid adds another layer.
A system should distinguish between:
- Mental health peer support
- Substance use peer support
- Non-Medicaid recovery support
- Family peer support
because the applicable eligibility, provider, documentation, and reimbursement requirements may differ.
For mental health CBHPS specifically, technology should be able to prevent an organization from assuming that every behavioral health participant qualifies for reimbursement when the published Medicaid benefit requires SDMI eligibility. (DPHHS)
Peer documentation should connect directly to participant-defined recovery goals while remaining strengths-based and nonclinical.
Montana’s rural geography also makes tools for mobile documentation, remote supervision, participant communication, and distributed workforce management particularly relevant.
About Peerakeet
Peerakeet builds infrastructure for organizations delivering peer support and recovery services.
The platform supports peer-specific documentation, recovery planning, program workflows, supervision, participant engagement, scheduling, reporting, credential management, billing workflows, and day-to-day operations.
Peerakeet does not determine whether a Montana service is billable and does not replace guidance from the Montana Board of Behavioral Health, Montana Department of Public Health and Human Services, Montana Medicaid, attorneys, compliance professionals, or applicable state and federal agencies.
Editorial Disclaimer
This guide is provided for general educational purposes. It is not legal, billing, credentialing, clinical, or regulatory advice.
Montana peer support requirements may vary by service, provider type, population, payer, certification, funding source, and program.
Montana is also in a period of significant behavioral health system development, including implementation of Family Peer Support and broader behavioral health reforms. Requirements may continue to change.
Organizations should verify current requirements before relying on any credentialing requirement, Medicaid provider rule, eligibility standard, billing code, service limitation, or supervision requirement.
Organizations and peer professionals should verify current requirements with the Montana Board of Behavioral Health, Montana Department of Public Health and Human Services, Behavioral Health and Developmental Disabilities Division, Montana Medicaid, current provider manuals, and qualified professional advisors.
Last reviewed: August 2026.