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Plan My Care Training Care Management

Plan My Care Training Care Management

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Plan My Care Training Care Management

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  1. Plan My Care Training Care Management Working in partnership with Improvement and Efficiency South East

  2. What is Plan My Care? Overview of support planning The business process The golden thread Getting Started Logging in to Plan My Care Setting up new clients Care management dashboard Starting a plan Planning via brokerage Allocating a brokerage Check plans submitted by brokerage Progressing a plan Recording the panel decision Activating the plan Reviewing an active plan Terminating an active plan Care Management Training

  3. Plan My Care Training What is Plan My Care? Working in partnership with Improvement and Efficiency South East

  4. 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

  5. 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

  6. Overview of the business process SAQCompleted SetupClient in PMC Indicative AllocationAssessed Outcomes Support planning Not approved Start Planning FinancialAssessment For Approval Submit to panel Approved Client Contribution Panel Approved Active Client signs agreementPayment schedule set up

  7. The golden thread AssessmentOutcomes PersonalOutcomes IndicativeAllocation Actionsand Costs Client’sNeeds Client’sProgress Self Assessment Questionnaire Support Plan

  8. 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

  9. Plan My Care Training Getting Started Working in partnership with Improvement and Efficiency South East

  10. Logging in to Plan My Care • Open Internet Explorer (v7) • http://iwc.planmycare.com/ • Enter your user id, press continue • Enter the three requested characters from your password, press continue

  11. Navigation • Header: • Login, user logged in, user’s role, logout • Dashboard | New Client | Community

  12. Navigation • Dashboards: • Number of plans in different states • Access to a list of plans by clicking on the numbers in the dashboard

  13. Navigation • Lists of plans: • Lists of plans in a given state • Actions that can be taken on the plan

  14. 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

  15. Setting up new clients in PMC • Care Management have • Completed the SAQ with the client • Identified the client as eligible for a personal budget • Identified assessment outcomes • Provided an indicative allocation amount to the client • Next step  Create the support plan • Create the client in Plan My Care • No SWIFT  Plan My Care integration at present

  16. Creating clients in Plan My Care • Select New Client from the Menu…

  17. Creating clients • All clients need: • Personal details, Indicative allocation, Assessment outcomes, About Me

  18. Creating clients • All clients need: • Personal details, Indicative allocation, Assessment outcomes, About Me

  19. Creating clients • All clients need: • Personal details, Indicative allocation, Assessment outcomes, About Me

  20. The care management dashboard • Each plan goes through a number of stages before it is approved • The dashboard lists the different states and identifies how many clients the user has in each state • States include: • New • In planning • With care management • With broker • For Agreement • With Panel • Approved • Active

  21. Starting a plan • Once a client has been created the planning process must be started • From the dashboard click the total for “New” clients • Click Start plan to start a support plan for the new client

  22. Workshop 1 • Log in to Plan My Care • You will all be given a sheet with the details of an assessed client • Create a new client • Enter personal details • Enter an indicative allocation • Enter the assessed outcomes • Enter About Me details for the client • Start a plan for the new client

  23. Plan My Care Training Planning via Brokerage Working in partnership with Improvement and Efficiency South East

  24. Planning via brokerage • Before a plan can be allocated to a brokerage: • Consent must have been given and ticked in the personal details • Verbal or written • Hard copy of the referral form must have been sent to the brokerage • Allocating brokerage • Select the brokerage • Confirm that the referral form has been sent • Collect written consent if only verbal consent has been given • No planning until got written consent • Brokerage create the plan (as already covered) • Reviewing plans submitted by brokerage • Plans need to be reviewed before being submitted to panel • Rejecting a plan submitted by brokerage - enter rejection reason • Plans return to In Planning for the allocated Broker Worker

  25. Allocate brokerage • Select Brokerage from the left hand menu • Click “Allocate Brokerage”

  26. Allocate brokerage • Select brokerage • Make sure referral for has been sent – click the tick box • Click Save • UPDATE THIS SCREEN SHOT

  27. Check plan submitted by brokerage • After a brokerage has completed a plan it is submitted to care management • Click “With Me: Pending Agreement” from dashboard • Select the plan to check – view plan • Decide whether to: • submit the plan to panel • return the plan to the brokerage

  28. Return plan to brokerage • Fill in the Reason for Return • Click “Return to Broker” – goes back to In Planning for the Brokerage

  29. Workshop 2 • Allocate a plan to a brokerage • Reject a plan submitted by a brokerage • Submit a plan submitted by a brokerage to panel

  30. Plan My Care Training Progressing a Plan Working in partnership with Improvement and Efficiency South East

  31. Submitting the plan to panel – process 1 • When the plan is complete and validated: • Click Submit To Panel from the My Plan page • Review the summary of the plan • Print the plan • Attach completed support plan cover sheet to the plan • Hand the printed plan and cover sheet to the panel administrator

  32. Submitting the plan to panel – process 2 • When the plan is complete and validated: • Click Submit To Panel from the My Plan page • Review the summary of the plan • Save the plan as a PDF document • Complete support plan cover sheet • E-mail the PDF plan and the cover sheet to the panel administrator • secretary.forms@iow.gov.uk

  33. Submit the plan • Click “Submit to Panel” from the My Plan page • Print Plan – click “Printer Friendly” then click the Print button in IE7 • Review the Plan – Click “Submit to Panel”

  34. Recording the panel decision • After panel have reviewed the plan: • Panel Admin • receive decision with any comments • enter the panel outcome into SWIFT • enter the panel outcome into Plan My Care for Your Care Pathway clients • Care Management • look at SWIFT for the panel decision • enter the panel outcome into Plan My Care for all other clients

  35. Recording the panel decision • Rejected plans: • Select the plan from With Panel list • Reject the plan and enter the rejection reason • Plan goes back into In Planning • Approved plans: • Select the plan from With Panel list • Approve the plan and enter the approved allocation • Plan goes into Approved Plans

  36. Plans “With Panel” • From the Dashboard client on the With Panel number • Option to view the plan – click “View Plan” • Option to approve the plan – click “Approved” • Option to reject the plan – click “Rejected”

  37. Rejecting a Plan • Fill in the Rejection Reason • Click “Confirm Panel Rejection”

  38. What happens to rejected plans? • Rejected plans go back to “In Planning” • Select the plan from the list • View the Rejection Reason

  39. Approving a Plan • Enter the Approved Allowance • Optionally enter the Client Contribution (if known) • Click “Confirm Plan Approved”

  40. Activating a plan • After a plan is approved: • VFO calculates the client contribution and informs the client • Agreement is sent to the client to be signed and returned • Personal Budget Admin Office receive the signed agreement • When agreement has been received • Personal Budget Admin Office set up the payment schedule • copied to client and care management • The plan can now be activated by care management • Select the plan from Approved Plans list • Enter the client contribution • Click Activate Plan • Go into SWIFT – DS to confirm • say plan is active • Include contingency plan

  41. Activate a plan • Enter the client contribution • Click “Activate Plan”

  42. Reviewing active plans • Once a plan is active SWIFT will remind Care Management when to do a review with the client… • Select the plan from the Active Plans list • On the My Plan tab, click Review My Outcomes:

  43. Reviewing active plans • Click star rating for each outcome • Used to assess client’s progress towards meeting outcomes

  44. Terminating active plans • If a client’s circumstances change and the plan becomes redundant and needs to be terminated… • Select the plan from the Active Plans list • On the My Plan tab, click Terminate Plan:

  45. Workshop 3 • Submit your plan on PMC • Send the plan to Admin • save as PDF – e-mail to admin • Attach the cover sheet – include in e-mail • Wait for decision from panel • Record the panel decision on the plan • Review an active plan • Terminate an active plan

  46. What is Plan My Care? Overview of support planning The business process The golden thread Getting Started Logging in to Plan My Care Setting up new clients Care management dashboard Starting a plan Planning via brokerage Allocating a brokerage Check plans submitted by brokerage Progressing a plan Recording the panel decision Activating the plan Reviewing an active plan Terminating an active plan Summary