Texas Department of Aging |
Community Living Assistance and Support Services (CLASS) |
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and Disability Services |
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Habilitation Service Provider Orientation/Supervisory Visits |
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Individual’s Name (please print) |
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Frequency of supervisory visits Habilitation service provider name |
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Delegated habilitation service provider |
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Habilitation service provider |
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Special habilitation service provider orientation by telephone
Form 3599
September 2013
Purpose of Visit
PO SV
Describe the individual’s functional limitations that require a need for habilitation services. (Complete when orienting habilitation service
1. provider)
2. Orientation (complete when orienting habilitation service provider):
2-1 |
Habilitation service provider instructed about individual’s health condition and how it may affect provision of tasks. |
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Habilitation service provider instructed about tasks to be provided, work schedule and safety and emergency |
2-2 |
procedures. |
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Habilitation service provider |
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2-3 |
instructed to report to |
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(Print name and credentials) |
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(Telephone no.) |
The following health and safety concerns (document concerns):
Note: In the event of an emergency, notify 911.

2-4 Habilitation service provider instructed to report the following to the supervisor as soon as possible:
Individual hospitalized |
Other: |
Changes in individual’s needs and behavior
Individual absent from home or moved
Habilitation service provider unable to work scheduled hours
Habilitation service provider schedules
Schedule 1
Type Of Service |
Monday |
Tuesday |
Wednesday |
Thursday |
Friday |
Saturday |
Sunday |
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Weekly Total Habilitation Hours
Schedule 2
Weekly Total Habilitation Hours
Form 3599
Page 2 / 09-2013
Individual’s Name (please print)
3.A. Tasks/Plan of Care: Indicate tasks to be performed (complete on every visit). During supervisory visit, ask individual or LAR what tasks are provided by the service provider. Observe or ask about performance: S = Satisfactory U = Unsatisfactory
Hygiene..............
Toileting.............
Dressing.............
Shopping ...........
Meal Preparation
Feeding ..........................
Exercise .........................
Transfer/Ambulation......
Cleaning .........................
Community Assistance
Medically Related Tasks......
3.B. Is the habilitation service provider competent to provide habilitation tasks? |
Yes |
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3.C. Is the habilitation service provider competent to provide delegated habilitation tasks? |
Yes |
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3.D. Is the habilitation service provider competent to provide medically related tasks? |
Yes |
Complete the following for Supervisory Visits (N/A for habilitation service provider orientation only).
4. |
Is the individual satisfied with the services provided by the habilitation service provider? |
Yes |
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5. |
Is the habilitation service provider following the schedule? |
Yes |
6.A. |
Describe service delivery problems. |
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6.B. Describe habilitation service provider training needs.
6.C. Describe corrective actions taken.
7. Does the individual continue to need services? ...........................................................................................................
8. Additional Comments:
Signature – Individual/LAR |
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Date |
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Signature – Habilitation Service Provider |
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Date |
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Signature – Supervisor |
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Date |