Multiple delivery channels including accessible Self-Directed Support Portal Support service user and care worker collaboration Direct input into their.

Multiple delivery channels including accessible Self-Directed Support PortalMultiple delivery channels including accessible Self-Directed Support Portal

Support service user and care worker collaborationSupport service user and care worker collaboration

Direct input into their own social care requirementDirect input into their own social care requirement

Fits your citizensFits your citizens

A case management system for social workers and care managersA case management system for social workers and care managers

CareDirector comes in four parts:

A citizen portal for social care users, their families and their carersA citizen portal for social care users, their families and their carers

CareDirector comes in four parts:

A financial management system to manage the purchasing of servicesA financial management system to manage the purchasing of services

CareDirector comes in four parts:

A business intelligence system to produce management informationA business intelligence system to produce management information

CareDirector comes in four parts:

CareDirector is designed so that care professionals can choose the interface that suits them best

• Web browser• Microsoft Outlook• Lotus Notes• Mobile devices

Brian Brown is a recently retired single man. Following an illness, he needs some care support from his local council.

Brian Brown is a recently retired single man. Following an illness, he needs some care support from his local council.

Is Brian eligible?Is Brian eligible?

Brian accesses the CareDirector citizen portal where he can direct his own care support.

Brian accesses the CareDirector citizen portal where he can direct his own care support.

Is Brian eligible?Is Brian eligible?

Self-Directed Support is available following a simple five-step plan.Self-Directed Support is available following a simple five-step plan.

Is Brian eligible?Is Brian eligible?

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

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

Is Brian eligible?Is Brian eligible?

Is Brian eligible?Is Brian eligible?

The council can configure the local self-assessment and financial assessment forms to a local resource allocation system to assign individual and personal budgets.

Brian would like to check if he meets the eligibility criteria and if there is any funding available to him.

Brian would like to check if he meets the eligibility criteria and if there is any funding available to him.

Is Brian eligible?Is Brian eligible?

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

Referral Approval and AllocationReferral Approval and Allocation

Liz Wheatley is Manager of the intake team at the local council. The intake team is responsible for taking enquiries over the telephone, at local neighbourhood offices or via the CareDirector Citizen Portal.

Liz Wheatley is Manager of the intake team at the local council. The intake team is responsible for taking enquiries over the telephone, at local neighbourhood offices or via the CareDirector Citizen Portal.

The council’s customer charter says that all enquiries 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.

Referral Approval and AllocationReferral Approval and Allocation

Liz sees a new portal enquiry from Brian Brown. She is also alerted by email about this enquiry

Referrer Approval and Allocation

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

AllocationReferral Approval and Allocation

REFERRAL APPROVAL AND ALLOCATIONREFERRAL 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.Referral Approval and

AllocationReferral Approval and Allocation

REFERRAL APPROVAL AND ALLOCATIONREFERRAL APPROVAL AND ALLOCATION

An automated email is sent to Mandy Oliver and Brian Brown to say this has happened.Referral Approval and

AllocationReferral Approval and Allocation

They agree that they will work together to complete his needs assessment, financial assessment and support plan to determine the appropriate support for Brian.

They agree that they will work together to complete his needs assessment, financial assessment and support plan to determine the appropriate support for Brian.

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.

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.

Brian’s NeedsBrian’s Needs

As they update and save the needs assessment, it is being checked against the council’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.

As they update and save the needs assessment, it is being checked against the council’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.

Both Mandy and Brian access the needs assessment form, discuss it and agree how it should be updated.

Both Mandy and Brian access the needs assessment form, discuss it and agree how it should be updated.

Brian’s NeedsBrian’s Needs

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.Brian’s MoneyBrian’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.Brian’s MoneyBrian’s Money

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

Brian’s MoneyBrian’s Money

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

Brian’s MoneyBrian’s Money

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

Brian’s MoneyBrian’s Money

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

Brian’s MoneyBrian’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 Council. Mandy accesses CareDirector and records the services agreed.Brian’s MoneyBrian’s Money

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.Brian’s MoneyBrian’s Money

CareDirector also creates a task for Mandy to schedule a support review in six months time.

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

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

support plan to determine if it is meeting his expected outcomes.Brian’s LifeBrian’s Life

Fits your IT requirementsFits your IT requirements

Fits your workforceFits your workforce

Fits your citizensFits your citizens

For ADULT SERVICESFor ADULT SERVICES

To schedule a personalised demonstration, please contact Brendan Meade:E: [email protected] T: 07787 278700.