245D software

245D documentation that a licensor can read in the order the statute lists it.

Service recipient records under § 245D.095, support plan addenda under § 245D.071, incident timelines under § 245D.06, and staff training under § 245D.09, with the deadlines tracked and the claims built from the record.

  • Basic support services
  • Intensive support services
  • Individualized home supports
  • Day services and community residential settings

A 245D licensing review is a document review. The licensor opens the service recipient record, checks the CSSP addendum dates, reads the progress reviews, samples incident reports against their 24-hour and 5-working-day clocks, and pulls staff files for orientation and annual training. Most correction orders are missed dates and missing pages, not bad care.

Trustora's 245D module keeps every one of those documents in a dated file and tracks the deadline that goes with it. Service notes require the fields that support the waiver claim, and the claim itself is checked against the service agreement before it goes to MN-ITS.

Built on the rules

What 245D software has to enforce in Minnesota

The requirement, where it comes from, and how Trustora handles it. The guides further down explain each rule in detail.

RequirementSourceIn Trustora
Preliminary CSSP addendum within 15 days; assessment and full addendum within 60 days for intensive servicesMinn. Stat. § 245D.071Deadlines start at service initiation and appear as gap-day alerts before they pass
Progress review meetings at least annually or within 30 days of a written requestMinn. Stat. § 245D.071, subd. 5Review schedules follow the support plan; reports are dated and attached to the record
Report incidents to the legal representative and case manager within 24 hoursMinn. Stat. § 245D.06, subd. 1Incident entries start the applicable clocks and log who was notified, when, and how
Emergency use of manual restraint: written report in 3 calendar days, internal review in 5 working daysMinn. Stat. § 245D.061Each step in the chain is tracked to completion with its date
Orientation within 60 days of hire and annual training on the required topicsMinn. Stat. § 245D.09, subd. 4 and 5Staff files record each topic, date, trainer, and competency evidence, with expiration alerts

What is included

245D software features

Service recipient record

Admission information, rights acknowledgement, abuse prevention plan, support plan and addendum, assessments, medication records, and discharge summary in one dated file.

Support plan addenda and outcomes

Person-centered outcomes, supports, and risk plans with the 15-day, 60-day, and review deadlines tracked.

Incident and restraint timelines

Incident categories from § 245D.02 with automatic clocks, pattern views by person and site, and corrective action tracking.

Staff training and background studies

Orientation topics, annual training, competency evidence, and NETStudy 2.0 results, with scheduling blocks when a requirement lapses.

Medication administration records

Orders, authorizations, administrations, refusals, and errors documented per § 245D.05.

Waiver claims

Service notes become 837P lines checked against the service agreement, with EVV for services that require it.

FAQ

245D software: common questions

What 245D documents does Trustora manage?
The service recipient record under § 245D.095, the coordinated service and support plan addendum and outcomes under § 245D.071, progress review reports, incident and emergency manual restraint reports under §§ 245D.06 and 245D.061, medication administration records under § 245D.05, and the staff orientation and training records under § 245D.09.
Does Trustora track 245D deadlines automatically?
Yes. The 15-day preliminary addendum, the 60-day assessment and full addendum, progress review dates, the 24-hour incident notification, the manual restraint reporting chain, and the 60-day orientation window are tracked with gap-day alerts before a deadline passes.
Can Trustora handle both basic and intensive support services?
Yes. The record applies the planning and training rules that match the service type, so an agency that provides both keeps two sets of timelines straight in one system.
Does 245D require EVV?
Some 245D services delivered in the home, such as individualized home supports, are in scope for Minnesota EVV. Trustora's caregiver app captures those visits and sends them to HHAeXchange, while services that are not EVV services are documented with service notes.
Is new 245D licensing paused?
As of September 2026, DHS has a moratorium on new HCBS 245D licenses that is expected to run through December 31, 2027, and 245D services are among those affected by the January 27, 2026 enrollment freeze. Existing license holders continue to serve clients and must keep their records and revalidation current.

Guides

The rules behind 245D waivered services, explained

All 245D guides →