1. (a) A LIDDA must document the required contacts described in the individual's plan of services and supports, including:

   1. (1) whether the contact was in person, via audio-visual communication, or via audio-only communication;
   2. (2) the location of the contact;
   3. (3) the date of the contact;
   4. (4) a description of which of the four elements of service coordination listed in the definition of "service coordination" in §331.5 of this chapter (relating to Definitions) were provided;
   5. (5) the progress or lack of progress in achieving goals or outcomes;
   6. (6) the person with whom the contact occurred; and
   7. (7) the name of the LIDDA employee who provided the contact and the employee's professional discipline, if applicable.
2. (b) A LIDDA must ensure that service coordination activities are documented in the individual's record.
3. (c) A LIDDA must identify the appropriate service code in the HHSC data system for all individuals receiving service coordination.
4. (d) A LIDDA must retain documentation in compliance with applicable federal and state laws, rules, and regulations.

Source Note:The provisions of this §331.21 adopted to be effective August 31, 2004, 29 TexReg 8313; transferred effective September 1, 2004, as published in the Texas Register September 10, 2004, 29 TexReg 8841; transferred effective July 1, 2022, as published in the Texas Register June 3, 2022, 47 TexReg 3275; amended to be effective October 19, 2025, 50 TexReg 6669.