Plan my care brokerage training
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Plan My Care Brokerage Training. Working in partnership with Improvement and Efficiency South East. What is Plan My Care? Overview of support planning The business process The golden thread Getting Started Logging in to Plan My Care Receiving new clients Brokerage Admin dashboard

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Plan My Care Brokerage Training

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Plan my care brokerage training

Plan My Care

Brokerage Training

Working in partnership with Improvement and Efficiency South East


Brokerage training

What is Plan My Care?

Overview of support planning

The business process

The golden thread

Getting Started

Logging in to Plan My Care

Receiving new clients

Brokerage Admin dashboard

Starting a plan

Building a plan

Personal Outcomes

Actions and costs

Initial Review

Progressing a plan

Submitting a plan to care management

View rejected plans

Reviewing an active plan

Brokerage Training


Plan my care training what is plan my care

Plan My Care Training

What is Plan My Care?

Working in partnership with Improvement and Efficiency South East


Overview of support planning

Overview of support planning

Eligibility Assessment

Services offered by Providers

Shared Assessment Questionnaire

Provider 1

Personal outcome 1

Support action 1

Provider 2

Personal outcome 2

Support action 2

Provider 3

Assessed Outcomes

Support action n

Provider n

Personal outcome 3

IndicativeAllocation

Personal outcome n


Overview of support planning1

Overview of support planning

Evaluation of personaloutcomes

Provider 1

Personal outcome 1

Support action 1

Provider 2

Personal outcome 2

Support action 2

Provider 3

Support action n

Provider n

Personal outcome 3

Feedback on providers

Personal outcome n

Identify popular support options to drive market shaping activity

Determine market drivers for choice of specific providers

Identify categories and themes of personal outcomes


Overview of the business process

Overview of the business process

Assign

Broker Wkr

AcceptClient

AllocateBrokerage

New

Client

Supportplanning

Assessment completeBudget allocatedAllocate client to brokerage

Suggest changes

Initial Contactbefore planning

For CM

Review

Not approved

Submit plan to CM

FinancialAssessment

For

Approval

Submit to panel

Approved

Client Contribution

Panel ApprovedFunds released to LA

Active

Payment madeStart of service letter


The golden thread

The golden thread

AssessmentOutcomes

PersonalOutcomes

IndicativeAllocation

Actions

and Costs

Client’sNeeds

Client’sProgress

Self Assessment Questionnaire

Support Plan


The golden thread1

The golden thread

  • Each support plan contains:

    • Assessed outcomes and indicative allocation from the SAQ

    • Personalised outcomes for the assessed outcomes

    • Defined actions for each personalised outcome

    • Comparison of planned spend against indicative allocation

    • Baseline to review progress towards achieving outcomes

  • Benefits of using Plan My Care:

    • Plan validation reduces the number of rejected plans

    • Provides a consistent format for producing support plans

    • Enables ongoing review of active plans


Plan my care training getting started

Plan My Care Training

Getting Started

Working in partnership with Improvement and Efficiency South East


Getting started

Getting Started

  • Logging in to Plan My Care

  • Navigation within Plan My Care


Logging in to plan my care

Logging in to Plan My Care

  • Open Internet Explorer (v7)

  • http://iowc.planmycare.com/

  • Enter your user id, press continue

  • Enter the three requested characters from your password, press continue


Navigation

Navigation

  • Header:

    • Login, user logged in, user’s role, logout

    • Dashboard | New Client | Community


Navigation1

Navigation

  • Dashboards:

    • Number of plans in different states

    • Access to a list of plans by clicking on the numbers in the dashboard


Navigation2

Navigation

  • Lists of plans:

    • Lists of plans in a given state

    • Actions that can be taken on the plan


Navigation3

Navigation

  • Plan navigation:

    • Identification of the client

    • Sections of the plan on the left hand side

    • Validation of sections and access to section from My Plan tab


Plan my care training broker admin

Plan My Care Training

Broker Admin

Working in partnership with Improvement and Efficiency South East


Broker admin

Broker Admin

  • Receiving new clients from IWC

  • Accepting a new client

  • Allocating a client to a broker worker


Receiving new clients from iwc

Receiving new clients from IWC

  • New Clients appear in the Broker Admin Dashboard

  • Clients need to be accepted

    • Referral form

    • Consent

  • Clients can then be allocated to a Broker Worker

  • Broker Worker then makes initial contact with the client

  • Broker Worker can then create the Support Plan for the client

  • Broker Worker then submits the plan for approval


Broker admin dashboard

Broker Admin Dashboard


Accepting a new client

Accepting a New Client

  • Click “Accept Client” on the list of New Clients

  • Displays a summary of the client details

  • Confirm that the referral form has been received

  • Client moves into “Allocate Client” list


Allocating a client to a broker worker

Allocating a Client to a Broker Worker

  • From the list of unallocated clients, click Allocate worker

  • Select the Primary and Other workers if required


Workshop 1 optional

Workshop 1 - Optional

  • Log in to Plan My Care

  • You will all be given a sheet with the details of an assessed client

  • Broker Admin

    • View New Clients

    • Accept a New Client

    • Allocate Client to Broker Worker


Plan my care training broker worker

Plan My Care Training

Broker Worker

Working in partnership with Improvement and Efficiency South East


Broker workers

Broker Workers

  • Make initial contact with new clients

  • Review client details

  • Planning with the client

    • Outcomes, actions, progress


Broker worker dashboard

Broker Worker Dashboard


Initial contact with a new client

Initial Contact with a New Client

  • Once a client has been allocated to a broker worker, the client will appear in their New Clients

  • Each New Client needs to be contacted before planning can start

  • Broker Worker can view the plan before contacting the client


Review new clients

Review New Clients

  • All new clients have:

    • Personal details, Indicative allocation, Assessment outcomes


Initial contact with a new client1

Initial Contact with a New Client

  • Make and record the initial contact with the client

  • Tick Contact Made and Click Save


Review new clients1

Review New Clients

  • All new clients need:

    • Personal details, Indicative allocation, Assessment outcomes


Workshop 2

Workshop 2

  • Log in to Plan My Care

  • Broker Worker

    • View New Clients

    • Record initial contact with client


Plan my care training building a plan

Plan My Care Training

Building a Plan

Working in partnership with Improvement and Efficiency South East


Planning with the client

Planning with the client

  • Circle of Support

    • Care management, brokerage, friends, family

  • About Me

    • Background about the client

  • Outcomes

    • Define the personal outcomes

  • Actions

    • Define agreed actions for each personal outcome

  • Initial Review

    • Record an initial review – importance, progress, confidence

  • Plan Validation

    • Check everything is complete


Accessing a plan

Accessing a plan

  • From the dashboard, client on the total of clients “In Planning”

  • Select the client from the list, click View Plan


Circle of support

Circle of Support

  • Before planning, record the client’s circle of support

  • Displays Care Management, Brokerage Workers

  • Option to add Friends, Family


Planning with the client1

Planning with the client

  • About Me  Outcomes  Actions  Initial Review  Plan Validation


Planning with the client2

Planning with the client

  • About Me  Outcomes  Actions  Initial Review  Plan Validation


Planning with the client3

Planning with the client

  • About Me Outcomes  Actions  Initial Review  Plan Validation


Planning with the client4

Planning with the client

  • About Me  Outcomes  Actions  Initial Review  Plan Validation


Planning with the client5

Planning with the client

  • About Me  Outcomes  Actions  Initial Review  Plan Validation

  • Plan Validation Rules:

    • Personal outcomes exist for all assessment outcomes

    • Actions exist for personal outcomes

    • An initial review has been recorded


Workshop 3

Workshop 3

  • Based on the information about your client…

  • Creating a support plan:

    • About Me

    • Circle of Support

    • My Outcomes

    • Where am I now?

    • What will happen?


Plan my care training progressing a plan

Plan My Care Training

Progressing a Plan

Working in partnership with Improvement and Efficiency South East


Progressing a plan

Progressing a plan

  • Once a plan is complete it needs to go through an approval process

    • Submit your plan to care management

  • Care management process the plan

    • Submit plan to panel

    • Wait for decision from panel

    • Record the panel decision on the plan

      • Approve or Reject

      • Reject Plans are returned to In Planning for the Broker Worker

    • Activate approved plans

  • When a plan is active you can

    • Review an active plan


Submit the plan to care management

Submit the plan to Care Management

  • From the My Plan tab, click Submit Plan to Care Management:


Submit plan to care management

Submit plan to Care Management

  • Confirm the submission to care management:


Approved and rejected plans

Approved and Rejected Plans

  • Care management will pass the plan to panel for approval

  • The panel decision will be recorded in Plan My Care

  • Approved Plans become Approved Plans in the Dashboard

    • Wait for Care Management to activate the plan

  • Reject Plans are returned to In Planning in the Dashboard

    • Go back to the plan

    • Make modifications

    • Re-submit the plan


How does a plan become active

How does a plan become active?

  • After a plan is approved:

    • VFO calculates the client contribution

    • Agreement is sent to the client to be signed and returned

      • Client is informed of the client contribution they are expected to make

    • Personal Budget Admin Office receive the signed agreement

    • Copy of the signed agreement handed to care management

  • When agreement has been received from the client

    • Care management activate the plan


Reviewing active plans

Reviewing active plans

  • You can review the status of the client at any time once the plan has become active

  • Select the plan from the Active Plans list

  • On the My Plan tab, click Review My Outcomes:


Reviewing active plans1

Reviewing active plans

  • Click star rating for each outcome

  • Used to assess client’s progress towards meeting outcomes


Workshop 31

Workshop 3

  • Submit the client’s plan to Care Management

  • Wait for decision from IWC

  • View a rejected plan

  • Review an active plan


Brokerage training summary

What is Plan My Care?

Overview of support planning

The business process

The golden thread

Getting Started

Logging in to Plan My Care

Receiving new clients

Brokerage Admin dashboard

Starting a plan

Building a plan

Personal Outcomes

Actions and costs

Initial Review

Progressing a plan

Submitting a plan to care management

View rejected plans

Reviewing an active plan

Brokerage Training - Summary


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