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Revision 25-1; Effective Nov. 12, 2025
The habilitation coordinator meets with a person at least monthly if the person is receiving a specialized service and habilitation coordination.
If the person is receiving only habilitation coordination, the habilitation coordinator meets in person at least quarterly, unless the person or their LAR requests more frequent meetings.
A habilitation coordinator’s meeting with a person may be conducted by audio-visual communication or as an in-person visit, as determined by the service planning team (SPT), which includes the person and their LAR, if applicable. Using the results of Form 1064, Habilitative Assessment, and a determination on available technology for audio-visual communication, the SPT should find out the person’s and LAR’s preference for audio-visual habilitation coordination visits.
- The SPT should also consider risk, health or safety concerns when deciding the frequency of in-person habilitation coordination. If the person's needs, services or supports change during the year, the in-person frequency must be reassessed.
In a month when a meeting is not conducted in person, the habilitation coordinator can meet via audio-visual communication whenever the following requirements are met:
- The habilitation coordinator obtains written informed consent of the person or LAR; or
- The habilitation coordinator receives the person’s or LAR’s oral consent and documents the oral consent in the person’s record.
Note: If the habilitation coordinator does not obtain the written or oral consent required, the habilitation coordinator must document the person's or their LAR's refusal in the person's record. Habilitation coordinators may not use audio-only communication for habilitation coordination visits.