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Multiple delivery channels including accessible Self-Directed Support Portal

Fits your citizens. Direct input into their own social care requirement. Support service user and care worker collaboration. Multiple delivery channels including accessible Self-Directed Support Portal. CareDirector comes in four parts:.

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Multiple delivery channels including accessible Self-Directed Support Portal

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  1. Fits your citizens Direct input into their own social care requirement Support service user and care worker collaboration Multiple delivery channels including accessible Self-Directed Support Portal www.careworkssoftware.com

  2. CareDirector comes in four parts: A case management system for social workers and care managers www.careworkssoftware.com

  3. CareDirector comes in four parts: A citizen portal for social care users, their families and their carers www.careworkssoftware.com

  4. CareDirector comes in four parts: A financial management system to manage the purchasing of services www.careworkssoftware.com

  5. CareDirector comes in four parts: A business intelligence system to produce management information www.careworkssoftware.com

  6. CareDirector is designed so that care professionals can choose the interface that suits them best • Web browser • Microsoft Outlook • Lotus Notes • Mobile devices www.careworkssoftware.com

  7. Brian Brown is a recently retired single man. Following an illness, he needs some care support from his local agency. Is Brian eligible? www.careworkssoftware.com

  8. Is Brian eligible? Brian accesses the CareDirector citizen portal where he can direct his own care support.

  9. Is Brian eligible? Self-Directed Support is available following a simple five-step plan.

  10. Is Brian eligible? Brian can also access a knowledgebase to learn more about planning and managing his support.

  11. Is Brian eligible?

  12. Is Brian eligible? Brian would like to check if he meets the eligibility criteria and if there is any funding available to him. The agency can configure the local self-assessment and financial assessment forms to a local resource allocation system to assign individual and personal budgets.

  13. Is Brian eligible? Brian fills in the online on line eligibility assessment form.

  14. Is Brian eligible? CareDirector indicates that Brian may meet the eligibility criteria and suggests that he registers to be assessed for a service. He records some basic demographic details and submits his registration to his local agency.

  15. Liz Wheatley is Manager of the intake team at the local agency. The intake team is responsible for taking inquiries over the telephone, at local neighbourhood offices or via the CareDirector Citizen Portal. Referral Approval and Allocation www.careworkssoftware.com

  16. Referral Approval and Allocation The agency’s customer charter says that all inquiries must be responded to within one working day. CareDirector’s workflow engine creates a task for Liz to ensure that this delivery target is met. Liz sees a new portal inquiry from Brian Brown. She is also alerted by email about this inquiry

  17. Referrer Approval and Allocation Referral Approval and Allocation Liz accesses Brian’s eligibility assessment form and evaluates whether he meets the eligibility criteria.

  18. REFERRAL APPROVAL AND ALLOCATION Referral Approval and Allocation She decides to allocate the referral to Mandy Oliver who will work with Brian Brown to assess his needs and plan his support.

  19. REFERRAL APPROVAL AND ALLOCATION Referral Approval and Allocation An automated email is sent to Mandy Oliver and Brian Brown to say this has happened.

  20. Brian’s Needs Mandy contacts Brian by email and then by telephone to confirm that he may be eligible for support and that she will be working with him. They agree that they will work together to complete his needs assessment, financial assessment and support plan to determine the appropriate support for Brian.

  21. Brian’s Needs Both Mandy and Brian access the needs assessment form, discuss it and agree how it should be updated. As they update and save the needs assessment, it is being checked against the agency’s resource allocation system to see how much Brian’s indicative allocation might be. Mandy also schedules an appointment to meet Brian at his home. www.careworkssoftware.com

  22. Brian’s Money Once Brian’s needs assessment is complete, his indicative budget allocation is known and displayed in Step 2 – My Money. This will become the personal budget once the support plan is approved.

  23. Brian’s Money Brian would like to know how much he is likely to have to pay towards the cost of his support services. To do so he completes an online financial assessment.

  24. Brian’s Money Once Brian’s financial assessment is complete, his indicative weekly charge is known and displayed on the portal.

  25. Brian’s Money Once Brian’s financial assessment is complete, his indicative weekly charge is known and displayed on the portal.

  26. Brian’s Money Mandy and Brian now begin to work on his Support Plan and complete the form online.

  27. Brian’s Money Mandy and Brian now begin to work on his Support Plan and complete the form online.

  28. Brian’s Money Brian indicates that he would like to receive some of his money via a Direct Payment and for his Home Care to be commissioned by the agency. Mandy accesses CareDirector and records the services agreed.

  29. Brian’s Money CareDirector also creates a task for Mandy to schedule a support review in six months time. CareDirector workflow creates a task for Mandy’s Manager to approve Brian’s support plan and services. Once this is done Brian’s personal budget and charges are confirmed and CareDirector sends a confirmation email to him.

  30. Brian’s Life Brian now can access details of: - The services purchased on his behalf by the agency - Purchase his own services e.g. through online marketplaces - Look at services available in his area provided by the council

  31. Brian’s Life • He can also access: • - His profile to record any changes in his personal circumstances • A shared diary showing his appointments and services • His support network

  32. Brian’s Life My Feedback allows Brian and his local agency to monitor and review the support plan to determine if it is meeting his expected outcomes.

  33. Brian’s Life MY FEEDBACK allows Brian and his local council to monitor and review the support plan to determine if it is meeting his expected outcomes. My Feedback allows Brian and his local agency to monitor and review the support plan to determine if it is meeting his expected outcomes.

  34. For ADULT SERVICES Fits your citizens To schedule a personalized demonstration, please contact Tonya Harmon: E: tharmon@CareworksSoftware.com T: 703-628-3101 Fits your workforce Fits your IT requirements www.careworkssoftware.com

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