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Revision 26-3; Effective Aug. 14, 2026
The Individual Service Plan (ISP) Expiring report is a check and balance method for ISPs expiring at the end of each report month. The ISP Expiring Report is a monthly report. PSU staff must research each case and discuss its status with the managed care organization (MCO) during their monthly scan call.
Report Fields
PCN – The member's nine-digit Medicaid identification (ID) number.
Name – The member's last name, first name and middle initial when provided.
SG – The Service Authorization System Online (SASO) Service Group (SG). The STAR+PLUS SG is 19.
SC – The SASO Service Code (SC). The STAR+PLUS SC is 12. SC 13 should not appear on this report. If SC 13 does appear, disregard the line item.
ISP Begin Date – The begin date of the last ISP registered in the Texas Medicaid & Healthcare Partnership (TMHP) Long Term Care Online Portal (LTCOP).
ISP End Date – The end date of the last ISP registered in the TMHP LTCOP.
MN Begin Date – The begin date of the last medical necessity (MN) registered in the TMHP LTCOP.
MN End Date – The end date of the last MN registered in the TMHP LTCOP.
MN – The approval or denial of the MN referenced in the MN begin/end date:
- Y means the MN was approved.
- N means the MN was denied.
RG – The three-digit Risk Group number.
Enroll Month – The most current enrollment month at the time of the report.
Plan – The two-digit MCO plan code.
TP – The member’s two-digit Medicaid Type Program.
Program Support Unit (PSU) Entry Fields
Date 2065D Sent – Enter the date PSU staff uploaded Form H2065-D, Notification of Managed Care Program Services, to the MCOHub if the:
- MN column has N for denied;
- PSU staff research shows the MN is denied;
- The MCO notifies PSU staff of the MN denial;
- PSU staff learn of the MN denial by any other method;
- PSU staff learn of no unmet need at the annual reassessment for the new ISP;
- PSU staff learn of loss of enrollment (LOE); or
- PSU staff learn of any other denial reasons.
If the MN column has Y for approved, leave the field blank.
Date MN Registered in SAS - Enter the date the MN is registered in SASO.
Date ISP Registered – Enter the date PSU staff registered the ISP in SASO, if uploaded to the MCOHub or TMHP LTCOP.
Date ISP Posted – The date Form H1700-1, Individual Service Plan, was uploaded by the MCO to the MCOHub or TMHP LTCOP.
Comments – PSU staff may enter appropriate comments.
Note: Enter information in the Comments field in situations where Form H2065-D is completed but the Date ISP Registered is not filled out. The reason entered must provide enough detail to ensure clarity.
For expired ISP, Date MCO Contacted – Enter the date the MCO was contacted if the ISP has expired.
Date MCO Contacted, 2nd attempt – Enter the second attempt date the MCO was contacted if the ISP has expired.
Date MCO Contacted, 3rd attempt – Enter the third attempt date the MCO was contacted if the ISP has expired.
Scan Call for ISP Expiring Report process:
- PSU staff provide the ISP Expiring Report five business days before the scheduled scan call.
- The MCOs research and provide a written status for each member whose ISP expires within 45 days, indicating the status of the member’s reassessment. The MCO must return a completed report to PSU staff two business days before the scan call.
- PSU staff review the MCO's responses to determine if the MCO needs to provide clarification about any member's ISP status. Only the ISP status about which PSU staff have questions are reviewed during the scan call. There is no need to review each member for the status of the ISP if the MCO's response is enough.
Note: SASO files used by Program Enrollment Support (PES) staff to produce this report are a snapshot in time. They may not reflect registrations at the point of receipt.