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CareDirector is designed so that care professionals can choose the interface that suits them best Web browser Microsoft Outlook Lotus Notes Mobile devices

Tami Rousseau, a social worker at the Contoso Council has referred Jack Bulmer to the Hearing Concern organisation. Tami has carried out an assessment and care plan and is asking Hearing Concern to deliver a package of services and to be responsible for Jack’s support plan. Jack Bulmer is an old person with hearing and mobility issues. He lives in Contoso with his daughter who is his main carer. They are living in a council house as tenants. Jack is on low income and is not currently in receipt of benefits.

REFERRAL APPROVAL AND ALLOCATION

Mandy Oliver is a support worker at Hearing Concern. Mandy logs into Microsoft Outlook and picks up an from Tami regarding Jack Bulmer.

The contains the details of Jack’s assessment by the Council. CareDirector can track and attach this against Jack’s case so it can be viewed by those accessing his record.

Mandy can access CareDirector from Microsoft Outlook or directly in Dynamics CRM.

Mandy can access CareDirector from Microsoft Outlook or directly in Microsoft Dynamics CRM.

Following the , Tami makes a phone call to Mandy requesting services for Jack Bulmer.

Following the , Tami makes a phone call to Mandy requesting services for Jack Bulmer. Mandy records the telephone activity on CareDirector.

She also searches to see if Jack Bulmer is already known to the organisation. Once Mandy has established that he is not, she completes the contact details.

Liz Wheatley is the Manager of the Hearing Concern Support Team. Thanks to CareDirector workflow, she receives an to inform her that a referral is awaiting allocation.

Liz checks Jack’s record and allocates the referral to Mandy Oliver who will work with Jack Bulmer. An automated is sent to Mandy Oliver.

JACK’S NEEDS

Mandy calls Jack to arrange a visit at his home. She also invites Tami Rousseau from the Contoso Council to the meeting. During her phone conversation, Jack says he would like to access his details online through the Hearing Concern care portal. He gives Mandy his address.

Mandy records the appointment in CareDirector. The system will send her a reminder prior to the visit.

Following agreement from Jack, Mandy decides to share the client’s record with Tami Rousseau from the Contoso Council. She gives her rights to read, write, and append.

Mandy can also view the list of all workers involved with Jack’s case.

Mandy visits Jack and carries out an assessment offline. He agrees to the assessment and outcomes and signs it off. He said he would like to be able to see the progress of his care package on line and Mandy agrees to arrange access.

On return to the office, Mandy synchronises the assessment in CareDirector and completes it by recording an end date. The CareDirector workflow creates an to Liz Wheatly, her Manager, to request authorisation of the assessment.

Mandy records the care plan. When doing so, CareDirector asks if she wants to populate the care plan with the data that she recorded for the assessment. She agrees as this will reduce duplicate entry and save her time.

Mandy arranges for Jack to go to the Day Centre once a week. She sets the service provision up and requests authorisation from her Manager.

Mandy then sets up a review of Jack’s case. This appointment will appear in her Outlook calendar and can also be sent to Jack.

Mandy sees her appointments in her Activities view. CareDirector workflow will also alert Mandy by when the review is due.

JACK’S LIFE

Jack receives an to tell him that he can access his details on the Hearing Concern care portal.

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

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

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

“My Feedback” allows Jack and Hearing Concern to monitor and review the support plan to determine if it is meeting his expected outcomes.

QUALITY OF SERVICE

Using CareDirector’s automated and ad-hoc reporting system, Liz Wheatley, the Manager of the Hearing Concern Support Team, can meet her statutory reporting requirements. Powered by

She can also retrieve the information she needs to monitor performance and ensure Hearing Concern meets their operational targets.

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