25-1, Updates handbook

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Revision 25-1; Effective Nov. 12, 2025

The following changes were made in the Intellectual and Developmental Disability Preadmission Screening and Resident Review (IDD-PASRR) Handbook.

Section	Title	Change
1100	Definitions	Adds definitions for terms associated with the recent PASRR rule revision of 26 Texas Administrative Code (TAC) Chapter 303. Updates some definitions for clarity.
1200	Extenuating Circumstances and the Need for Consent	Adds new section to explain extenuating circumstances and need for consent for audio-visual communication in certain scenarios in PASRR.
1210	Extenuating Circumstances	Adds new section about extenuating circumstances in the PASRR rule.
1220	Consent	Adds new section, includes details about new consent Form 1035.
1220.1	Consent for PE or Resident Review	Adds new section to provide information about extenuating circumstances and consent for use of audio-visual communication to complete a PASRR level II evaluation (PE) or resident reviews.
1220.2	Consent for Quarterly SPT Meetings	Adds new section to provide information about extenuating circumstances and consent for use of audio-visual communication to complete quarterly service planning team (SPT) meetings.
1220.3	Consent for Transition Planning	Adds new section to provide information about extenuating circumstances and consent for use of audio-visual communication for transition planning meetings.
1220.4	Consent for Habilitation Coordination	Adds new section to provide information about frequency of habilitation coordination visits and the need for consent for audio-visual contacts in a month when an in-person visit is not required.
2410	Purpose, PASRR Status, and Staff Qualifications	Deletes comma in section title and updates text per plain language.
2410.1	PASRR Positive	Moves content to 2410. Changes title to PASRR Negative. Updates text.
2410.2	PASRR Negative	Moves content to 2410.1. Changes title to Staff Qualifications.
2410.3	Staff Qualifications	Deletes section, moves text to 2410.2.
2420.2	Change of Ownership Extensions	Updates PASRR Support email address.
2420.3	Information Gathered by a LIDDA Following an Alert to Conduct a PE	Updates text per plain language.
2430	Completing and Submitting the PE	Adds LMHA and LBHA, and information about extenuating circumstances and need for consent for audio-visual communication. Changes face-to-face to in person.
2430.3	Documentation Review for PE Completion	Adds reminder about people with dual-diagnoses. Adds other ways to collect information for PE completion.
2430.4	Information about Certain Community Programs in Section F0700 of the PE	Deletes section because it no longer applies after update to the PE form. Moves content from 2430.5. Is now Presenting Information About Community Services as Part of the PE. Updates text per plain language.
2430.5	Presenting Information about Community Services as Part of the PE	Renumbers from 2430.5 to 2430.4. Is now PE for Resident Review. Updates text per plain language.
2430.6	Completing Section F, Return to Community Living	Deletes because information is included in the PE item-by-item guide. Renumbers, is now When a DID is Required to Adequately Complete the PE.
2430.7	PE for Resident Review	Renumbers from 2430.7 to 2430.5. Is now PE Submission.
2430.8	When a DID is Required to Adequately Complete the PE	Renumbers from 2430.8 to 2430.6. Is now Specialized Services Recommendation Mapping. Corrects number when completing Other in PE.
2430.9	PE Submission	Renumbers from 2430.9 to 2430.7. Is now Fair Hearing Related to Negative PE.
2430.10	Specialized Services Recommendation Mapping	Renumbers from 2430.10 to 2430.8. Is now PE Retention Period. Updates text per plain language.
2430.11	Fair Hearing Related to Negative PE	Renumbers from 2430.11 to 2430.9. Is now Preadmissions Involving Two LIDDAs. Adds language related to use of Form 2360, Negative PASRR Evaluation Letter.
2430.10	PE Retention Period	Renumbers from 2430.12 to 2430.10. Adds language for clarity.
2430.11	Preadmissions involving Two LIDDAs	Renumbers from 2430.13 to 2430.11.
2500	PASRR Initial IDT and SPT Meeting	Adds information to clarify mandatory IDT participants. Adds information related to extenuating circumstances and need for consent for audio-visual communication.
2520	Confirmation of IDT and SPT Meeting Information	Updates information about not participating in IDT meetings in the PCSP form. Updates link to the LTC User Guide for PASRR.
3100	Diversion Coordinator Duties	Updates text per plain language and updates links to improve usability.
3210	Criteria for Diverting from NF Admission	Updates text per plain language.
3220	Requesting a Targeted NF HCS Diversion Slot	Updates text per plain language and updates links to improve usability.
3230	Enrolling in HCS as a Diversion to NF Admission	Updates title to Enhanced Community Coordination Responsibilities for Enrolling in HCS as a Diversion from NF Admission. Adds brief description of ECC. Adds TAC references. Clarifies timeline for ECC coordinator assignment. Adds timelines for assigning an ECC coordinator and completing the first visit. Adds responsibility for IPC development. Changes pre-move visit language to mirror LIDDA handbook. Adds guidance about diverting to another LIDDA’s service area. Updates links to improve usability.
3230.1	Enhanced Community Coordination Funds	Renumbers from 3230.1 to 3240, now ECC Designated Funds. Adds new process for accessing ECC funds.
3240	Post Enrollment in HCS as a Diversion to NF Admission	Renumbers from 3240 to 3250, now Post Enrollment in HCS as a Diversion from NF Admission. Updates language to mirror similar sections. Updates links to improve usability. Adds guidance for holding SPT meetings up to 10 days early.
4300	Initial IDT and SPT Meeting	Updates text per plain language and updates link to improve usability.
4310	Attendance at Initial IDT and SPT Meeting	Adds guidance related to extenuating circumstances and need for consent for audio-visual communication. Updates text per plain language and updates link to improve usability.
4410	IDT Agrees to Habilitation Coordination	Updates text per plain language
4420	Refusal of Habilitation Coordination	Adds new guidance to send a copy of Form 1044 to the nursing facility. Adds language specific to maintaining documentation about specialized services and CLO. Updates links to improve usability.
4500	Developing Individual Profile and Habilitation Service Plan at First SPT Meeting	Updates text per plain language and links to improve usability.
4530	Frequency and Duration of Habilitation Coordination	Updates face-to-face to in-person and updates links to improve usability.
5100	Required Face-to-Face Visits	Changes title to Required In-Person Visits. Adds information about expected frequency of in-person visits and information about need for consent for audio-visual communication for habilitation coordination visits when in-person visits are not required.
5300	SPT Meetings	Adds video calls for SPT meetings. Updates text per plain language and updates link to improve usability.
5320	Quarterly SPT Meetings	Updates text per plain language.
5320.1	Required Activities during a Quarterly SPT Meeting	Updates title to Required Activities During a Quarterly SPT Meeting. Updates text per plain language and updates links to improve usability.
5340.1	Annual IDT/SPT Meeting	Updates title to Annual IDT and SPT Meeting. Updates text per plain language.
5340.4	Refusal of Habilitation Coordination	Updates text plain language and updates link to improve usability.
5350	SPT Member that is a Provider of Specialized Services	Updates title to SPT Member Who is a Provider of Specialized Services. Updates text per plain language.
5400	Develop and Revise Habilitation Service Plan and Individual Profile	Updates links to improve usability.
5410	Person-Centered Planning	Updates text per plain language and updates link to improve usability.
5420	Discovery Process	Updates text per plain language and updates links to improve usability.
5430	Developing Habilitation Service Plan and Individual Profile	Updates text per plain language and updates links to improve usability.
5430.3	Frequency and Duration of Habilitation Coordination	Changes face-to-face to in-person and updates links to improve usability.
5440.3	Revising the HSP to Address Barriers Identified During CLO	Updates text per plain language and updates links to improve usability.
5460	Documents in an Individual’s Habilitation Packet	Updates links to improve usability.
5460.1	Individual Profile	Updates links to improve usability.
5460.2	Habilitation Service Plan	Changes face-to-face to in-person. Updates links to improve usability.
6000	Transition from NF to Community	Updates title to Enhanced Community Coordination Responsibilities for Nursing Facility Transfers. Adds text.
6100	Assigning a Service Coordinator or Enhanced Community Coordinator and Working with the Relocation Specialist	Updates title to Assigning an ECC Coordinator and Working with the Relocation Specialist.
6110	Assigning an Enhanced Community Coordination (ECC) Coordinator	Updates title to Duties Related to Transitioning from an NF. Clarifies timeline for ECC coordinator assignment and timing of initial visit. Updates text per plain language.
6110.1	Unassigning an ECC Coordinator	Deletes section and merges content with 6110. Updates links to improve usability.
6120	Working with the Relocation Specialist	Updates text per plain language.
6130	Relocation Specialist and MCO SC Responsibilities	Updates text per plain language.
6140	Enhanced Community Coordination Funds	Changes title to ECC Designated Funds. Adds new process for reaccessing ECC funds.
6200	Transition Planning	Updates text per plain language. Adds timeline for sending transition plan to SPT. Adds information about extenuating circumstances. Adds link to new section 1200, Consent. Updates links to improve usability.
6210	SPT Meeting Participation	Adds required SPT members. Adds permanency planner to SPT, if applicable. Merges 6210.1, 6210.2 and 6210.3 into 6210.
6210.1	ECC Coordinator Participation	Deletes 6210.1 and merges information with 6210.
6210.2	Habilitation Coordinator Participation	Deletes 6210.2 and merges information with 6210.
6210.3	Program Provider and Relocation Specialist Participation	Deletes 6210.3 and merges information with 6210.
6220	Barriers to Preventing	Moves 6320 information here. Updates text per plain language and updates links to improve usability.
6300	Developing and Revising the Transition Plan	Deletes section because information is covered in 6220. Moves 6330 here and updates title to Documents in a Person’s Transition Packet. Removes instructions for completing Form 1053. Adds guidance for developing Form 1063, Individual Profile. Updates links to improve usability.
6310	Transition Plan	Deletes section because information is included in Form 1053 Transition Plan instructions.
6320	Barriers Preventing a Transition of the Community	Changes section number to 6220.
6330	Documents in an Person’s Transition Packet	Updates title to Documents in a Person’s Transition Packet. Changes number to 6300. Removes instructions for completing Form 1053. Adds guidance for development of Form 1063, Individual Profile.
6340	Individual Profile	Deletes 6340, includes information in 6300.
6350	Sharing the Transition Plan, Individual Profile, and Transition Packet	Changes number to 6310. Adds guidance for sharing Individual Profile.
6360	SPT Member Believes Transition Plan Does Not Accurately Reflect SPT Decisions	Changes number to 6320.
6400	Pursuing the Selected Community Medicaid Program for Transition	Updated reference to 6500. Updates link to improve usability.
6500	Transitioning to the HCS Program	Updates title to Enrollment in HCS as an NF Transition. Updates text per plain language.
6520	Requesting a Targeted NF HCS Transition Slot	Updates text per plain language and updates link to improve usability.
6530	Transitioning to the Community by Enrolling in HCS	Updates title to Enrollment in HCS as an NF Transition. Updates language to mirror LIDDA Handbook. Updates links to improve usability. Adds TAC references and requirement to complete Form 1580, Texas Money Follows the Person Demonstration (MEPD) Project Informed Consent for Participation. Adds guidance for IPC development. Clarifies that the pre-move visit must be made in person. Adds guidance for transitioning to another LIDDA’s service area.
6540	Transition Day	Adds guidance for when the ECC coordinator is required to be present.
6600	Post-Transition to the HCS Program	Updates title to Post Enrollment in HCS as an NF Transition. Adds information from 6610. Updates text per plain language and updates links to improve usability.
6610	Post-Move Monitoring Visits	Deletes section and merges content with 6600.
6620	Monitoring Activities for One Year Post-Move	Renumbers to 6610. Updates text per plain language and updates link to improve usability. Adds link to Form 8665. Adds guidance for convening SPT meetings up to 10 days early. Adds guidance about LIDDA quarterly reporting.
6700	Transitioning to a Community Medicaid Program	Updates title to Transitioning to a Community Medicaid Program Other than the HCS Program. Updates text per plain language and updates link to improve usability. Adds guidance for transition planning.
6710	Transition Day	Adds guidance for when ECC coordinator is required to be present.
6800	Post-Transition into a Community Medicaid Program	Updates title to Post Transition from an NF to a Community Medicaid Program Other than the HCS Program. Updates text per plain language and updates link to improve usability.
6900	Readmission to a Nursing Facility	Adds guidance for Transition Plan development and for returning to a different community residence. Language changed to mirror LIDDA Handbook. Updates links to improve usability.
7120	Training Completed Within the First 60 Days of Habilitation Coordination	Updates text per plain language.
7130	Training Completed Within the First Year of Habilitation Coordination	Adds new section about person-centered planning requirements.
7140	LIDDA Responsibilities of Habilitation Coordinator	Adds new section about competency and documentation.

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