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03 / MANAGING SYSTEMS

Bring the moving pieces into focus.

You can have several things underway without doing everything today. Start with one short list, separate the different systems and choose the task that needs attention next.

Choose a next action ↓
THIS GUIDE HELPS YOU

Organize contacts, meetings, requests and renewals in a way your family can sustain.

Minnesota first · No diagnosis required to browse

A PRACTICAL WAY THROUGH

Take what you need. Start small.

A FIRST CONTACT FOR COMMUNITY SUPPORT

Starting with county or Tribal services

One useful step: Find the intake number and use the first-call example. You do not need to know the name of a waiver before asking where to start.

What this route can help you explore

MnCHOICES is a conversation with a certified assessor about strengths, preferences and everyday support needs. It helps identify eligibility for certain long-term services and supports, including home- and community-based waivers and Community First Services and Supports (CFSS), and can point toward other resources. These are possibilities to explore, not services UHF or an assessor can promise in advance.

For a child, describe help needed to participate at home or in the community, what already works and where support is needed. Start with your questions rather than trying to select the right program yourself.

Do I need a diagnosis or MA first?

Do not assume a clinical evaluation, particular diagnosis or Medical Assistance enrollment must be completed before the first call. Explain what is known, what is still being evaluated and what help is needed. People needing long-term support may request an assessment regardless of financial status. Particular programs can require additional evidence or eligibility decisions later.

This does not mean every caller qualifies for a waiver, receives a case manager or receives paid services. Requesting an assessment and being approved for a funded service are different steps.

Three decisions can happen alongside each other

If another step is needed, ask who handles it and whether the processes can move forward together. School evaluation and medical care also have their own purposes; the county call does not replace them.

  • MnCHOICES explores support needs and eligibility for relevant long-term services and supports.
  • Medical Assistance eligibility staff determine healthcare coverage and financial eligibility.
  • Disability certification, when needed, is a separate process, such as a SMRT referral. MnCHOICES is not a clinical diagnosis, financial-eligibility decision or disability-status determination.

Who to contact

Published details checked 30 October 2026. No calls were made and availability was not verified. Use the official page if a menu or number changes.

Sherburne County

Health & Human Services Intake: 763-765-4000, option 4. The official MnCHOICES page also links its HHS Service Request Form.

Anoka County

Long-Term Services and Supports Intake: 763-324-1450. Its getting-started page links the MnCHOICES Referral Form. Call if you need help with the process or form.

Elsewhere in Minnesota

Use the DHS county and Tribal Nation directory. Ask for disability services, long-term services intake or MnCHOICES; ask staff which office should handle your situation.

Which office should handle the request?

For the disability assessment route described here and people under 65, DHS generally assigns assessment activities to the county where the person is located when assessment is requested. An eligible person may choose a Tribal Nation assessment route. Temporary stays in another county can affect who handles the assessment.

Use the official county/Tribal directory and ask for disability services, long-term services and supports intake, or MnCHOICES. If unsure, explain the current living situation to agency staff and ask them to route the request. No location information is collected here.

A first-call example

ORIGINAL SAMPLE WORDING · NOT A REQUIRED SCRIPT OR REAL FAMILY STORY

Hi, I’m the parent of a child who needs extra support with everyday activities at home and in the community. I’d like to request a MnCHOICES assessment and understand what county services might fit. We [have / do not have / are applying for] Medical Assistance. We [have an evaluation / are waiting for one / are not sure where to start]. Can you help me make the request or connect me with the right intake team?
Then ask
  • Have you recorded my request, and what happens next?
  • Is a referral form or anything else needed to begin?
  • Who will contact me, and what is the estimated timeline?
  • Which documents would help, and how can I send them securely?
  • Should I also contact healthcare eligibility or another team?
  • What should I do if I do not hear back by the date you give me?

Say if you need an interpreter or have communication, scheduling or accessibility needs. Ask for process help if an online form is difficult to use.

Before the call: a small checklist

This is an organizing aid, not an agency’s mandatory document list.

  • Child’s age and current county/location, for your private conversation with agency staff.
  • Strengths, interests and everyday support needs.
  • Two or three actual examples, including how often help is needed.
  • Whether MA or another insurance plan is in place, pending or unknown.
  • Relevant school, healthcare or service contacts.
  • Available evaluations or reports; ask which are needed before sending them.
  • Preferred callback information, language and accessibility needs.

Do not delay the first call because a blank is unanswered. Ask intake what is needed next. Share documents only through the agency’s verified, appropriate method.

Open the private call-note worksheet →

Preparing for the assessment

The state describes assessment as a free visit, generally in person at home or another chosen place. Plan for roughly two hours and confirm the length when scheduling. Think about what matters to your child and what makes daily life easier or harder. Have a current medication list if applicable, and ask about inviting a supportive person.

Include your child’s voice in a way that works for them. Share an honest picture of strengths and support needs, not only a best day or hardest day. These are preparation suggestions, not instructions to exaggerate or minimize need.

A parent or legal representative should participate as appropriate. Ask how your child and invited supporters will be involved and how information is kept private.

What happens next?

Ask for the written assessment summary, an explanation of results and a clear next-step list. If you qualify for and choose publicly funded support, planning identifies relevant services and choices. Eligibility, applications, authorization and an available provider are not one event; ask what is complete and what still needs action.

If an ongoing case manager is assigned, ask who that is and when to expect contact. If services are not approved, ask for the decision in writing, other available resources and how to raise a question or appeal. One ‘no’ does not explain every possible route.

If you are waiting

Record the request date, team or person and the follow-up date. For the general assessment process described here, Minnesota Statutes 256B.0911, subdivision 17(a), requires the team to begin the assessment, including an estimated timeline for full completion, within 20 working days of the request or recommendation.

This is not a promise of a completed assessment or funded service start within 20 days. Ask the agency how the requirement applies to your situation and for its actual schedule. Different rules may apply in institutional transition situations. This page does not calculate a personal legal deadline.

If there is no response, contact intake again with the dates and ask for the appropriate supervisor or help resolving the delay. Disability Hub MN, 866-333-2466, can help explain options and find the right contact.

Private county or Tribal intake call notes

Private-use worksheet · No answers are collected or saved on this website.

  • Date I requested help:
  • Office/team:
  • Person and callback number:
  • What I asked for:
  • What they need from me:
  • Secure way to provide it:
  • What they will do:
  • Estimated next contact/date:
  • My next action:
  • Follow-up if nothing happens:

Keep this in your own records. This tool does not save or monitor it. Do not send private records to UHF or put them in a public comment. Use the agency’s verified submission method.

General information for Minnesota families. Confirm the process and decisions for your situation with the responsible agency. No diagnosis, case manager, funded service or UHF response is guaranteed.

WRITTEN GUIDE

Organize support

One useful step: Choose one open task and record the responsible contact, next action and follow-up date.

Start here

Use whatever you can maintain: a notebook, a folder or a private digital list. You do not need a complicated app to begin.

Separate your work into education, healthcare, and coverage or benefits. A decision under one heading may not complete anything under another. A medical report does not itself enroll a child in coverage or approve a particular service.

For each task, choose an honest status: not started, preparing, sent, receipt confirmed, waiting for a decision, or completed for now. These are organization suggestions, not agency statuses.

Prepare for the next meeting

Bring one priority, one example from daily life and one question. Ask the team to explain unfamiliar words. Before the meeting ends, check who will do what and how you will receive the plan or recap.

If you want a trusted person to help, agree on the exact task. Giving a relative a ride schedule need not mean sharing a full medical report. Ask schools and providers about their own consent and representative rules before someone speaks for you.

Add cost questions before billed care

Ask both the provider and relevant insurer or coverage program about participation, referral or order requirements, authorization and expected charges. A provider having an opening does not prove a service is covered. Ask the provider to confirm requirements for the specific service.

MA, SMRT and TEFRA: separate decisions →

Questions to ask

  • What are we trying to arrange?
  • Who is responsible for the next action?
  • What do they need from us, and was it received?
  • What date is stated in the official notice or agreed with the team?
  • Where is the relevant document stored privately?
  • What question remains unanswered?

While you wait

  • Label personal follow-up reminders differently from official deadlines.
  • Ask the receiving team how to confirm receipt.
  • Prepare one priority and question for the next meeting.

A simple support register

Private-use worksheet · No answers are collected or saved on this website.

  • Education, healthcare or coverage/benefits:
  • Task and current status:
  • Responsible contact:
  • What they need from us:
  • Receipt confirmed how:
  • Official date and source:
  • Our separate follow-up reminder:
  • Private document location:
  • Unanswered question:

A personal reminder is not an extension of an official deadline. Keep actual documents and account credentials off a shared worksheet.

Pause or return: Your system need not be impressive. It needs to help you find the next action when life is busy.

Access & Cost →

WRITTEN GUIDE

Review & return

One useful step: Choose one changing need, upcoming notice or support to review with the right team.

Start here

The goal is not a permanently finished checklist. It is a workable way to notice changes and respond without starting from scratch.

A new classroom, a different therapist, changing communication needs, a family schedule shift or a benefit notice can create a new question. Return to the card that fits. You have not gone backwards.

Keep decisions and renewals separate

Coverage renewal, a disability review, an educational review and service authorization may happen on different schedules. Keep dates from each actual notice instead of assuming one renewal covers everything.

Minnesota’s State Medical Review Team can conduct continuing disability reviews, and disability standards change at age 18. Ask the responsible agency about transition planning before an important birthday rather than assuming existing arrangements carry over unchanged.

For school transitions, ask the team what planning is appropriate now. Minnesota’s education resource page includes transition information.

If a request is denied or a plan does not fit

Read the written explanation and stated response deadline. Ask the issuing organization to explain the reason and its review or appeal process. Keep a copy of what you submit and how receipt is confirmed. Seek qualified advocacy or legal assistance when needed. This guide does not calculate appeal deadlines or decide legal action.

Questions to ask

  • What is going better, including things our child values?
  • What still feels difficult?
  • Is our schedule manageable?
  • Which support should we discuss, adjust or understand better?
  • Has a letter or message asked us to act?
  • What is the one most useful next conversation?

While you wait

  • Take treatment-change questions to the relevant clinician.
  • Use the school team for educational plan questions and the issuing agency for benefits notices.
  • Keep time for rest, ordinary family life and adjustment.

A brief family check-in

Private-use worksheet · No answers are collected or saved on this website.

  • What is helping:
  • What changed:
  • What our child values:
  • A notice requiring action:
  • Official date and issuing team:
  • One next conversation:

A review aid for your own private copy, not a statement of eligibility or a substitute for an official notice.

Pause or return: A good plan has room for rest and adjustment. Needing to revisit it is not a failure.

Access & Cost →

Preparing for a reassessment or planning call

Preparing for a reassessment or planning call

Private-use worksheet · No answers are collected or saved on this website.

  • Who is calling, and what decision is this conversation for?
  • What changed since the last review?
  • Which daily tasks require support, what kind and how often?
  • What can my child do independently, and where is help needed?
  • Which examples show a typical day and variation across days?
  • Which existing supports are working?
  • Which needs are not being met?
  • Which records did the agency specifically request?
  • What do I want answered before we finish?
  • Who acts next, and how will I receive the decision?

A private preparation aid, not a prediction of agency questions or instructions for securing an outcome. Describe actual needs accurately. Do not guess what an assessor wants to hear. If you do not remember, say so and ask how to provide it later.

WHILE YOU WAIT

Keep a useful next step.

  • Confirm receipt through the receiving team’s official process.
  • Prepare one question for the next meeting instead of trying to solve every issue.
  • Keep copies of notices and a private contact log.
  • Ask a trusted person for a specific task if that would help; share only what you choose.

MOVE ON WHEN YOU’RE READY

You can return at any time.

Continue, adapt or pause when the next task is clear. Return whenever a new notice, school transition, renewal or family priority changes the plan.

OFFICIAL STARTING POINTS

Use the source. Ask your questions.

Minnesota guidance • Sources checked 30 October 2026. Requirements can change; confirm details with the responsible team. Some linked resources focus specifically on autism.

Words you may see along the way

Plain-language orientation, not complete legal or clinical definitions. Use the full phrase on first mention.

Developmental observation or monitoring
Noticing how a child plays, learns, communicates and moves in everyday life. It organizes questions; it is not a diagnosis.
Screening
A structured check that can indicate whether fuller evaluation is needed; it is not itself a diagnosis. Ask about appropriate validated screening.
Evaluation / assessment
A process for answering particular questions about needs or functioning. Ask which questions and purposes it covers.
Educational eligibility
A decision under education-system criteria, separate from clinical diagnosis.
Clinical diagnosis
An appropriately qualified professional’s determination about a health or developmental condition. An online checklist or relative’s impression cannot establish it.
Early Childhood Special Education (ECSE)
Early-childhood education supports for eligible children.
Individualized Family Service Plan (IFSP)
A written early-intervention plan for eligible infants and toddlers and their families.
Individualized Education Program (IEP)
A written special-education plan for an eligible student.
Occupational therapy (OT)
Support for participation in daily activities.
Physical therapy (PT)
Support for movement and physical skills.
Speech-language pathologist (SLP)
A professional who evaluates and supports speech, language and communication needs.
Medical Assistance (MA)
Minnesota’s Medicaid program.
State Medical Review Team (SMRT)
A Minnesota disability-review team. Its decision is only one part of some benefits pathways.
Tax Equity and Fiscal Responsibility Act (TEFRA)
The federal-law name used for a Minnesota MA eligibility option for certain children with disabilities.
Early Intensive Developmental and Behavioral Intervention (EIDBI)
A Minnesota healthcare benefit with its own requirements; not one therapy method.
Comprehensive multi-disciplinary evaluation (CMDE)
The assessment used to establish medical necessity for EIDBI.
Referral
A request directing someone to another service or professional. It may still need to be received and processed; it does not guarantee an outcome.
Authorization
A required approval for a particular service under applicable coverage rules. Ask what it covers.
Deductible
An amount a health plan may require toward covered care before specified plan payments begin. The plan determines the details.
Premium
The payment for insurance coverage itself, different from a visit’s cost.
Explanation of benefits (EOB)
An insurer’s explanation of how a claim was processed. Compare it with the provider’s bill and ask about discrepancies.
Spenddown
A cost-related eligibility condition in some MA situations. Ask the agency how it applies rather than treating it as a standard insurance deductible.
Renewal
A review of whether coverage or another approval continues. Follow the specific notice.
Case manager / care coordinator
Roles vary. Ask what this person can arrange, what they do not handle and who covers other needs.
Support or accommodation
A change intended to make an activity, environment or service more usable. Needs and preferences differ.
MnCHOICES
Minnesota’s assessment and support-planning approach for long-term services and supports. It is separate from clinical diagnosis, MA financial eligibility and disability certification.
Community First Services and Supports (CFSS)
A Minnesota program with its own eligibility and service requirements. Ask the responsible team how it may apply.