SAP Training 1 Sunderland Social Services Single Assessment Process Liquid Logic.

SAP TrainingSAP Training 11Sunderland Social ServiceSunderland Social Servicess

Sunderland Social Sunderland Social ServicesServices

Single Assessment ProcessSingle Assessment Process

Liquid LogicLiquid Logic

Sunderland Social ServiceSunderland Social Servicess

SAP TrainingSAP Training 22

House RulesHouse Rules

• RegistersRegisters

• Mobile PhonesMobile Phones

• Fire AlarmsFire Alarms

• No SmokingNo Smoking

• Health & SafetyHealth & Safety



Course ItineraryCourse Itinerary

• 9:30am9:30am Start & IntroductionStart & Introduction

• 10:30am10:30amCoffee BreakCoffee Break

• 12:00pm12:00pmLunch Lunch

• 2:30pm2:30pm Coffee Break Coffee Break

• 4:30pm4:30pm FinishFinish



Course ObjectivesCourse Objectives

By the end of the course you will be By the end of the course you will be able to understand:able to understand:

• The Work TrayThe Work Tray• Workgroup TrayWorkgroup Tray• Find a Service UserFind a Service User• How to complete a Contact How to complete a Contact

AssessmentAssessment• How to complete an Overview How to complete an Overview

AssessmentAssessment




• SAP Needs & SAP RisksSAP Needs & SAP Risks

• Finalise the AssessmentFinalise the Assessment

• Rules of EngagementRules of Engagement

• Making ReferralsMaking Referrals

• Open referral from another delegate Open referral from another delegate and write upand write up




• Making AppointmentsMaking Appointments

• WorkfinderWorkfinder

• Updating your detailsUpdating your details

• Creating a new personCreating a new person

• Updating DemographicsUpdating Demographics



Course FormatCourse Format

• Explanation of TopicsExplanation of Topics

• Demonstration & PracticeDemonstration & Practice

• Discussion & Questioning Discussion & Questioning

• Individual Revision ExercisesIndividual Revision Exercises



The Work TrayThe Work Tray

• HelloHello

• TasksTasks

• AppointmentsAppointments

• Recent Recent AssessmentsAssessments

• Tray OrderingTray Ordering

• Work Tray Warning Work Tray Warning Limits Limits

• Update ProfileUpdate Profile

• Visual SettingsVisual Settings

• HelpHelp

• LogoutLogout

• Find Service UserFind Service User



Finding a Service UserFinding a Service User

• Select “find Service User”Select “find Service User”

• Use Wildcards (*) (%)Use Wildcards (*) (%)

• LimitationsLimitations

• Creating a new personCreating a new person

• Viewing DemographicsViewing Demographics



Creating a new personCreating a new person

• Populating fieldsPopulating fields

• Mandatory fieldsMandatory fields

• Updating the addressUpdating the address



Contact AssessmentContact Assessment

• Start a contact assessmentStart a contact assessment

• Start BlankStart Blank

• ConsentConsent

• Reason for assessmentReason for assessment

• Medical HistoryMedical History

• Services ReceivedServices Received

• Service ProvisionService Provision



Practice ExercisePractice Exercise

• Practice completing the Practice completing the

contact assessment contact assessment



Overview AssessmentOverview Assessment

• Start an Overview AssessmentStart an Overview Assessment

• Copy forwardCopy forward

• Add commentsAdd comments

• Lock CommentsLock Comments

• NotesNotes

• View Previous AnswersView Previous Answers

• View Guidance NotesView Guidance Notes



Updating DemographicsUpdating Demographics

• PersonalPersonal

• AdditionalAdditional

• Factors & RisksFactors & Risks

• RelationshipsRelationships

• Services SSF28bServices SSF28b

• MeetingsMeetings

• AssessmentsAssessments

• ActionsActions




• Practice completing the overview Practice completing the overview assessment and updating assessment and updating demographics demographics



SAP Needs & SAP RisksSAP Needs & SAP Risks

• Viewing SAP NeedsViewing SAP Needs

• Viewing SAP RisksViewing SAP Risks

• Validated ScalesValidated Scales



Finalise the AssessmentFinalise the Assessment

• Finalise assessmentFinalise assessment

• Close assessmentClose assessment



Rules of EngagementRules of Engagement

• Protocol for referring outside Protocol for referring outside departments and other agenciesdepartments and other agencies

• Social Services Critical Paths Social Services Critical Paths (keystrokes)(keystrokes)



Making ReferralsMaking Referrals

• User in room – each otherUser in room – each other

• To Workgroups – SSD East DutyTo Workgroups – SSD East Duty

• External to protocol – G.P.External to protocol – G.P.

• Referral not requiredReferral not required

• Advice to Service UserAdvice to Service User




Practice sending a referral to:Practice sending a referral to:

• a Social Services Workgroupa Social Services Workgroup

• a District Nursea District Nurse

• a G.P.a G.P.



Open referral from another Open referral from another delegate and write updelegate and write up

• Pick up from workgroup trayPick up from workgroup tray

• Open the taskOpen the task

• Accept or RejectAccept or Reject

• Service User HyperlinkService User Hyperlink

• Referral detailsReferral details



Making AppointmentsMaking Appointments

• Arrange an appointmentArrange an appointment

• View appointmentView appointment

• Rescheduling the appointmentRescheduling the appointment

• Appointment iconsAppointment icons



Workgroup Distribution Workgroup Distribution TraysTrays

• Workgroup Distribution traysWorkgroup Distribution trays

• Pick upPick up

• Pick up and OpenPick up and Open

• On-going assessment – On-going assessment – re-assign/Referre-assign/Refer

• Complete assessment - doneComplete assessment - done




• Practice picking up and openingPractice picking up and opening

a task from East a task from East

Distribution trayDistribution tray



WorkfinderWorkfinder

• Locating worker Locating worker

• Pick up and open appropriate taskPick up and open appropriate task

• Match paperwork with electronic Match paperwork with electronic recordrecord




• Find a service userFind a service user

• Start either a contact or overview assessmentStart either a contact or overview assessment

• Make a referral to a protocol user in the roomMake a referral to a protocol user in the room

• Make a referral to a distribution trayMake a referral to a distribution tray

• Finalise and complete the assessmentFinalise and complete the assessment

• Pick up the referrals receivedPick up the referrals received



Questions?Questions?

If there is anything you don’t feel too sure about please ask now, as it is your last opportunity.

Don’t go away looking like this!



Evaluation FormEvaluation Form

Thank you for attending the training. Thank you for attending the training. Please help us to evaluate the course Please help us to evaluate the course by completing the on-line evaluation by completing the on-line evaluation form.form.



End of CourseEnd of Course

Thank you Thank you

For comingFor coming

Help Desk (Number)Help Desk (Number)

LL On-line HelpLL On-line Help

Keystroke GuidanceKeystroke Guidance

Web Space ManualWeb Space Manual

SAP Training 1 Sunderland Social Services Single Assessment Process Liquid Logic.

Documents

overview assessment

service user slide

assessment reason

address slide

pmfinish slide

service user use wildcards

new person

practice exercise practice