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Revision 25-1; Effective Nov. 12, 2025
For any person with a positive PE for ID or DD, the NF convenes an IDT meeting within 14 calendar days after the person's NF admission. For a resident review, the NF convenes an IDT meeting within 14 calendar days after the LTC online portal has generated an alert to the LIDDA to complete a PE.
A LIDDA representative is a required member of the IDT. HHSC strongly encourages the LIDDA representative to be the LIDDA staff who conducted the PE. The NF is responsible for scheduling, conducting and documenting the IDT meeting in the LTC online portal. For a person with a positive PE for ID or DD and MI, both LIDDA and LMHA or LBHA representation is required. However, the LIDDA assumes primary responsibility for completion of required PASRR processes during the initial IDT and SPT meeting. An IDT without all the mandatory participants is invalid and must be reconvened.
The mandatory participants of the IDT meeting are:
- the person with MI, ID or DD;
- the person's LAR, if any;
- an RN from the NF with responsibility for the person;
- a representative of the:
- LIDDA, if the person has ID or DD;
- LMHA or LBHA, if the person has MI; or
- LIDDA and the LMHA or LBHA, if the person has MI and DD, or MI and ID.
For a person who is eligible for habilitation coordination, the habilitation coordinator must be present at the IDT meeting. Unless the person receiving services or their LAR objects, the IDT and SPT must include and invite the MCO service coordinator.
The IDT reviews the results of the person’s CLO to determine if the person’s total needs can be met in appropriate community settings. The IDT also reviews and discusses which of the PE’s recommended specialized services the person or LAR wants to receive.
2510 NF Enters Initial IDT and SPT Meeting Information
Revision 22-1; Effective Nov. 28, 2022
The NF enters the following information from the IDT meeting in the LTC online portal on the PASRR Comprehensive Service Plan (PCSP) form after the IDT meeting:
- the date of the IDT meeting;
- the names and titles of the IDT members in attendance;
- all specialized services agreed upon during the IDT meeting, if any; and
- the determination of whether the person is best served in a facility or community setting.
Note: The specialized services agreed upon during the IDT meeting for a person with a positive PE for ID or DD who:
- has Medicaid and is 21 or older are documented on the PCSP form in the Specialized Services Information section, fields A2800 NF Specialized Services, A2900 Durable Medical Equipment (DME), and A3000 IDD Specialized Services, as appropriate, and in field A3100 MI Specialized Services if the person also has MI.
- does not have Medicaid or is 20 or younger are documented on the PCSP form in the Comments section, field A3200 Nursing Facility Comments. If the person will be receiving the service through other funding sources, the NF is responsible for identifying the funding source or entity that will provide the specialized service in the comments field.
2520 Confirmation of IDT and SPT Meeting Information
Revision 25-1; Effective Nov. 12, 2025
A LIDDA must check the LTC online portal and take one of the three actions in the chart below, as appropriate. They must do this within five business days after receiving notification from the LTC online portal that the NF entered information from an initial or annual IDT meeting into the PCSP form.
Step 1
If a LIDDA representative did not participate in the IDT meeting:
- Upon receiving the LTC online portal alert to confirm the IDT meeting, the LIDDA must select No-Did not attend in Field A3500. LA-IDD Specialized Services and Participation Confirmation. This will invalidate the PCSP form and IDT meeting that was entered into the LTC online portal.
- An alert will be sent to the NF to conduct another IDT meeting that includes a LIDDA representative.
Step 2
If a LIDDA representative participated in the IDT meeting but determines the information the NF entered in the LTC online portal about the specialized services or the LIDDA’s attendance at the IDT meeting is incorrect, the LIDDA must contact the NF to address the discrepancy. They must allow seven calendar days for the NF to correct the information in the LTC online portal.
- If the NF corrects the information in the LTC online portal within seven calendar days, the LIDDA must document in the LTC online portal in Section A3500 agreement with the:
- specialized services listed in the LTC online portal; and
- LIDDA representative’s attendance at the IDT meeting.
- If the NF does not correct the information in the LTC online portal within seven calendar days, the LIDDA must document in the LTC online portal in Section A3500 disagreement with whichever of the following is still incorrect:
- the specialized services listed in the LTC online portal; or
- the LIDDA representative’s attendance at the IDT meeting.
Step 3
If a LIDDA representative participated in the IDT meeting and agrees with the information the NF entered in the LTC online portal about the specialized services and the LIDDA’s attendance at the IDT meeting, the LIDDA must document in the LTC online portal in Section A3500 agreement with the:
- specialized services listed in the LTC online portal; and
- LIDDA representative’s attendance at the IDT meeting.
For instructions on confirming the IDT form, refer to the Long-Term Care (LTC) User Guide for Preadmission Screening and Resident Review (PASRR).