Forms & Training

Find the form you need

Client and referral documents in one place. Complete a form online where available, or download the printable version. Need help? Call (612) 332-9124.

Training & resources

Topic-by-topic reference material for PDS staff, clients, and partners. Each topic includes the PDS documents that belong to it — complete a form online where available, or open and download the printable version. Topics marked in development are placeholders for training we are still preparing.

17 topics

Referrals & Intake

How to refer a client to a PDS program, what information is needed, and where to send the completed referral.

PDS Referral Form

PDF

Collects personal information

Client Rights

Client rights under Minnesota law, how PDS informs clients of their rights, and where clients can report concerns.

Client Bill of Rights

PDF

Informational — no personal information collected

Client Expectations and Cancellation Policy

PDF

Informational — no personal information collected

Grievances & Complaint Handling

How grievances are filed, acknowledged within 3 business days, resolved within 15 business days, and reviewed.

Grievance Policy and Procedure

PDF

Informational — no personal information collected

Grievance Procedure and Form

PDF

Collects personal information

245D Compliance

Requirements and service expectations for PDS licensed 245D home and community-based services.

245D Waiver Services Overview

DOCX

Informational — no personal information collected

Transitional Housing Services

What PDS transitional housing support covers and how referrals for the program are accepted.

PDS Transitional Housing Services Overview

DOCX

Informational — no personal information collected

Mental Health Services (ARMHS)

Recommending increased ARMHS service frequency and documenting the skill areas a client needs support with.

ARMHS Increased Service Frequency Recommendation Form

PDF

Collects personal information

HIPAA / Privacy & Confidentiality

Handling protected health information and using authorizations correctly before sharing information.

Release of Information Consent Form

PDF

Collects personal information

Authorization for Release of Medical Information

PDF

Collects personal information

Client Satisfaction & Feedback

Collecting client feedback on staff communication, service quality, and respect for client rights.

Client Satisfaction & Rights Survey

PDF

Collects personal information

Documentation & Service Notes

Recording services accurately and on time, including MHP service documentation.

Person-Centered Services

Supporting client choice and participation in planning. Training material is being prepared.

In development

Abuse & Neglect / Mandated Reporting

Recognizing and reporting suspected maltreatment of vulnerable adults. Material is being prepared.

In development

Incident Reporting

Documenting and reporting incidents. Material is being prepared.

In development

Emergency & Crisis Procedures

Responding to client crises and emergencies. Material is being prepared.

In development

Medication Administration

Safe medication support practices. Material is being prepared.

In development

Cultural Competency

Serving PDS communities respectfully across languages and cultures. Material is being prepared.

In development

Safety

Staff and client safety in the community and in the home. Material is being prepared.

In development

Staff Orientation

Onboarding overview for new PDS staff. Material is being prepared.

In development

Staff & internal documents

Timesheets, service documentation, and internal compliance paperwork are stored securely and are not publicly available. PDS staff can sign in to the portal to open them.

Staff sign in