The person-directed plan is written with the individual, the LIDDA service coordinator, and the planning team on HHSC Form 8665. Sereniq does not fill in that form. It stores the finished PDP on the individual's record, turns its goals into typed entries DSPs choose from when they write notes, and counts down to the annual renewal so nobody discovers an expired plan during a survey.
Form 8665 captures who the individual is, what matters to them, and the outcomes and services the team agreed on. In most HCS agencies the signed PDF lands in a folder and the goals live in the heads of the staff who attended the meeting. Six months later a new DSP writes notes that never mention an outcome, and the surveyor notices before you do.
Sereniq keeps the PDP as an uploaded care-plan document with an effective date and a 365-day expiry, then asks you to type the goals in once. Each goal becomes a selectable entry in the note screen, so the Form 4119 note a DSP writes at 9pm references the actual outcome from the plan, in the plan’s words. Expiry reminders fire at 30 days, 7 days, and on expiry.
The PDP also appears where auditors expect it: the Individual Binder packet pulls the current IRP or PDP alongside the MAR month, incidents, and latest notes, and the nursing binder tracks its upload and due date next to the CNA and delegation forms.
Texas HCS providers who want the person-directed plan on Form 8665 to show up in daily documentation, and who are tired of finding expired PDPs during HHSC survey prep.
No. Form 8665 is completed by the planning team through the LIDDA service coordinator. Sereniq stores the finished PDP as a tracked document, holds its goals as typed entries, and tracks the annual expiry; it does not render the form.
Once goals are typed in, DSPs pick them from a list when writing a note, and the note stores the goal text as written at that moment. HCBS Supervised Living notes go one step further and require at least one linked IRP goal before submission.
The expiry sweep notifies at 30 days before, 7 days before, and on expiry, using the effective date on the uploaded plan. IRPs use a 90-day window; PDPs use 365 days.
In the Individual Binder packet, which assembles demographics, the current IRP or PDP, the MAR month, incidents, latest notes, and consents in one click, and in the nursing binder as a tracked document with its due date.
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