4300, Initial IDT and SPT Meeting

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Revision 25-1; Effective Nov. 12, 2025

The habilitation coordinator must attend the person’s initial IDT meeting. The PE evaluator, or LIDDA representative if the person who completed the PE is not in attendance, shares the results of the Community Living Options (CLO) presented during the PE, that is completed Form 1054, Community Living Options. If barriers are identified in Sections 6, 7 or 8 of Form 1054, then the habilitation coordinator and IDT members should determine if receiving any specialized service could help eliminate barriers. If so, the specialized service is considered recommended and must be identified as such on the PASRR Comprehensive Service Plan (PCSP) form.

4310 Attendance at Initial IDT and SPT Meeting

Revision 25-1; Effective Nov. 12, 2025

At the person’s initial IDT and SPT meeting, the following LIDDA staff must attend:

  • the LIDDA staff representative who is a required member of the IDT. HHSC strongly encourages this LIDDA staff representative to be the LIDDA staff who conducted the PE*; and
  • the assigned habilitation coordinator**.

The assigned habilitation coordinator can be designated as the LIDDA required member of the initial IDT if the habilitation coordinator completed the PE.

*Attendance at the initial IDT and SPT meeting as a required IDT member is an activity that is included in the PE reimbursement rate.

**A habilitation coordinator's attendance at the initial IDT and SPT meeting is reimbursed through the habilitation coordination reimbursement rate if the habilitation coordinator and person attend in person, or via audio-visual communication in extenuating circumstances. The person must have Medicaid at the time of the meeting to be eligible for habilitation coordination.

Note: Following an initial IDT and SPT meeting, a LIDDA must comply with 2520, Confirmation of IDT and SPT Meeting Information.

Note: Before the LIDDA, LMHA or LBHA conducts the IDT or SPT meeting via audio-visual communication in extenuating circumstances, the LIDDA, LMHA or LBHA must gain consent. Refer to 1220 Consent, which includes more details.