1 Single Assessment Procedure Promoting the Independence of Vulnerable Older People (PIVOP) Steve Batley Project Director PIVOP Wirral, Woking and Surrey

2 What is the FAME Programme? Generic framework for information sharing National initiative to improve the provision of services to citizens Funded by ODPM Information Sharing –Relevant, timely –Quality, Not duplicated –Protocol Flexible Scalable Cost effective Technology independent Multiple vendors involved What is PIVOP? Promoting Independence of Vulnerable Older People One of the seven fame strands or workstreams Development of a Single Assessment Process

3 Who are our partners? FAME PIVOP -Woking BC -SHAW PCT -N Surrey PCT -ASP Hospital -SCC NW ACC -GP ‘s W Byfleet HC -CIBER UK -Older people 65+ -Adults complex needs Programme Office ODPM Newcastle University Strategic Health Authorities -Wirral MBC -Wallasey/Birkenhead PCT -Bebington/W.Wirral PCT -Wirral Hospital Trust -Cheshire/Wirral P/ship Mental Health Trust -Age Concern -Liquid Logic

4 WIRRAL MBC WOKING BC Unitary Two Tier EASY CARE LIQUID LOGIC FACE CIBER UK Vendor Neutral Different Political Structures

5 How is the project governed? Wirral FAME PIVOP Woking FAME PIVOP Programme Board Joint Project Board Local Steering Group Local Steering Group

6 Where did we start? OPPORTUNITY DESIRE ABILITY DETERMINATION

7 What is our vision? More joined up More person centred More responsive Continue to improve the services we provide to older people Germane to other service areas

8 What did we need to do? PARTNERS AGREED WE SHOULD HAVE A shared and more comprehensive multi agency view of the older person and their needs A faster and more secure way for the partners to access and share each others information

9 How were we doing? A shared and more comprehensive multi agency view of the older person and their needs Information collected, recorded and stored separately Older person frequently asked for the same information Service providers have single view of the older person Service uncoordinated and ‘silo’ based

10 How were we doing? A faster and more secure way to access and share information Information shared by fax telephone or snail mail Information sharing not secure and often incomplete Information can take some time to reach other partners

11 What are we doing about it? A shared and more comprehensive view of the older person’s needs Information collected, recorded and stored in the same way Older person less likely to be asked for the same information Service providers have a shared view of the older person Service providers are more informed about needs Developing and implementing Single Assessment Process

12 What are we doing about it? A faster and more secure way to access and share information Electronically Securely Timely Providing a technology solution that enables information about older people to be stored, accessed and shared: -

13 Information Sharing Protocol Based on premise that consent is given Telephone or written consent ok ISP agreed by partners and is specific to the project Compliant with DPA/FOI Staff given guidance during training Will form part of the evaluation and learning

14 Rational for electronic SAP Generic to provision of both health and social care services Provides a shared view of the service user Supports the generic framework for information sharing Improves business processes and workflow Supports the achievement of NSF target Addresses one of the e-gov key priority areas Principles could be used in other service areas Benefits all health, social care and housing partners Benefits service users

15 Development and Implementation Followed the 12 steps of SAP implementation Involved service practitioners Use of DoH accredited SAP tool agreed Processes to define ‘as is’ and ‘to be’ processes Governance overseen by Steering Group Need to be aware of national SAP developments Need to be aware and take account of NPfIT Project led – Prince 2 Information sharing protocol agreed Technical architecture and levels of security agreed

16 Lessons Learnt Engage technical partners early Engaging practitioners secured ‘buy in’ and commitment Identify key influences Do not underestimate impact of national developments There is no one single agenda Private sector skills are vital Project managers need new skills beyond project management Define and agree outcomes early – will help to identify what success looks like? Identify ‘champions’

17 What other considerations did we make ? Work with legacy systems and processes Changes to internal processes and procedures was a matter for individual partners Good practice, e.g. retaining telephone contact was recognised Use of DoH accredited SAP tool agreed

18 What is the overall effect? Electronic SAP Consent given Shared view Co-ordinate service Help inform care Plan Improve workflow Potential for other services Efficient Effective Improve service delivery and outcomes Secure immediate electronic

19 What are the next steps? Evaluate pilot Promote wider roll out Documented products for wider dissemination and adoption: - –Process definition –Business requirements –Business Case –Process maps/workflows –Technical specification and framework –Road map and case studies –Implementation plan –Local evaluation