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

© 2008 Plan My Care Limited 2 Care Management Training 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

© 2008 Plan My Care Limited 3 Plan My Care Training What is Plan My Care? Working in partnership with Improvement and Efficiency South East

© 2008 Plan My Care Limited 4 Overview of support planning Personal outcome 1 Personal outcome 2 Personal outcome 3 Personal outcome n Support action 2 Support action 1 Support action n Provider 1 Provider 2 Provider 3 Provider n Indicative Allocation Services offered by Providers Eligibility Assessment Shared Assessment Questionnaire Assessed Outcomes

© 2008 Plan My Care Limited 5 Overview of support planning Personal outcome 1 Personal outcome 2 Personal outcome 3 Personal outcome n Support action 2 Support action 1 Support action n Provider 1 Provider 2 Provider 3 Provider n Evaluation of personal outcomes Feedback on providers Identify categories and themes of personal outcomes Identify popular support options to drive market shaping activity Determine market drivers for choice of specific providers

© 2008 Plan My Care Limited 6 Overview of the business process SAQ Completed Setup Client in PMC For Approval For Approval Approved Active Support planning Support planning Indicative Allocation Assessed Outcomes Submit to panel Panel Approved Client signs agreement Payment schedule set up Not approved Financial Assessment Client Contribution Start Planning

© 2008 Plan My Care Limited 7 The golden thread Assessment Outcomes Indicative Allocation Personal Outcomes Clients Progress Clients Needs Actions and Costs Self Assessment Questionnaire Support Plan

© 2008 Plan My Care Limited 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

© 2008 Plan My Care Limited 9 Plan My Care Training Getting Started Working in partnership with Improvement and Efficiency South East

© 2008 Plan My Care Limited 10 Logging in to Plan My Care Open Internet Explorer (v7) Enter your user id, press continue Enter the three requested characters from your password, press continue

© 2008 Plan My Care Limited 11 Navigation Header: –Login, user logged in, users role, logout –Dashboard | New Client | Community

© 2008 Plan My Care Limited 12 Navigation Dashboards: –Number of plans in different states –Access to a list of plans by clicking on the numbers in the dashboard

© 2008 Plan My Care Limited 13 Navigation Lists of plans: –Lists of plans in a given state –Actions that can be taken on the plan

© 2008 Plan My Care Limited 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

© 2008 Plan My Care Limited 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

© 2008 Plan My Care Limited 16 Creating clients in Plan My Care Select New Client from the Menu…

© 2008 Plan My Care Limited 17 Creating clients All clients need: –Personal details, Indicative allocation, Assessment outcomes, About Me

© 2008 Plan My Care Limited 18 Creating clients All clients need: –Personal details, Indicative allocation, Assessment outcomes, About Me

© 2008 Plan My Care Limited 19 Creating clients All clients need: –Personal details, Indicative allocation, Assessment outcomes, About Me

© 2008 Plan My Care Limited 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

© 2008 Plan My Care Limited 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

© 2008 Plan My Care Limited 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

© 2008 Plan My Care Limited 23 Plan My Care Training Planning via Brokerage Working in partnership with Improvement and Efficiency South East

© 2008 Plan My Care Limited 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

© 2008 Plan My Care Limited 25 Allocate brokerage Select Brokerage from the left hand menu Click Allocate Brokerage

© 2008 Plan My Care Limited 26 Allocate brokerage Select brokerage Make sure referral for has been sent – click the tick box Click Save UPDATE THIS SCREEN SHOT

© 2008 Plan My Care Limited 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

© 2008 Plan My Care Limited 28 Return plan to brokerage Fill in the Reason for Return Click Return to Broker – goes back to In Planning for the Brokerage

© 2008 Plan My Care Limited 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

© 2008 Plan My Care Limited 30 Plan My Care Training Progressing a Plan Working in partnership with Improvement and Efficiency South East

© 2008 Plan My Care Limited 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

© 2008 Plan My Care Limited 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 the PDF plan and the cover sheet to the panel administrator

© 2008 Plan My Care Limited 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

© 2008 Plan My Care Limited 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

© 2008 Plan My Care Limited 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

© 2008 Plan My Care Limited 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

© 2008 Plan My Care Limited 37 Rejecting a Plan Fill in the Rejection Reason Click Confirm Panel Rejection

© 2008 Plan My Care Limited 38 What happens to rejected plans? Rejected plans go back to In Planning Select the plan from the list View the Rejection Reason

© 2008 Plan My Care Limited 39 Approving a Plan Enter the Approved Allowance Optionally enter the Client Contribution (if known) Click Confirm Plan Approved

© 2008 Plan My Care Limited 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

© 2008 Plan My Care Limited 41 Activate a plan Enter the client contribution Click Activate Plan

© 2008 Plan My Care Limited 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:

© 2008 Plan My Care Limited 43 Reviewing active plans Click star rating for each outcome Used to assess clients progress towards meeting outcomes

© 2008 Plan My Care Limited 44 Terminating active plans If a clients 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:

© 2008 Plan My Care Limited 45 Workshop 3 Submit your plan on PMC Send the plan to Admin –save as PDF – to admin –Attach the cover sheet – include in Wait for decision from panel Record the panel decision on the plan Review an active plan Terminate an active plan

© 2008 Plan My Care Limited 46 Summary 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