1. Individual budgets to meet health needs
Niki Marshall
Julia Thompson
Jeanette Thompson

2. What we will talk about
Why individual budgets are important when meeting peoples health needs
The work we are doing in Sheffield
What worked and what didn’t work
Next steps

3. Why individual budgets are important to meet peoples health needs
Katrina and Jonathon’s story

4. Key messages
Jonathon and his family were looking forward to having choice and control over his future
This was a real option when his needs were to be met via social care
The family experienced feelings of elation when they thought J was eligible for health funding and desperation when they realised the implications of this. i.e. no direct payment

5. The inability to have the direct payment option was seen as synonymous with not having choice and control – particularly as the more traditional options would have been residential, nursing, home care. These were not appropriate.
Jonathon’s story is not unusual

6. What are we doing in Sheffield
We have given 3 people individual budgets that includes health money
The PCT are paying this money via a 3rd party organisation
The PCT are looking towards exploring the 3rd party option as the way of taking this agenda forward
The PCT is working to identify strategies for determining the amount of money including a possible RAS

7. The PCT and SCC are working together to explore issues relating to financial and clinical governance
Both organisations are looking at minimising transactions for the individual and for organisations
Together we are developing an integrated review process
We are working with the local school to continue work done this year for school leavers
Looking at developing a system for, older people, people who have a learning disability, mental health and physical disabilities

8. Practical steps
Ensure relationships between health and social care are strong, honest, open and transparent
Establish personalisation as a key part of the business plans for both organisations
Focus on all 4 social care service areas and develop systems that work in all areas
Take the legal team and finance teams with you

9. Have a ‘can do’ approach
Identify key areas need to address – financial governance and clinical governance – work together on these
Start small and learn from these experiences
Explore the interface between SAP/CAF and self directed support – recognising the populations are not synonymous

10. Next steps
Explore anticipatory primary care and its interface with self directed support – particularly focusing on the preventative agenda
A system to determine eligibility that minimises confusion for people who need support
Structure for identifying health money ?? RAS
Further development of 3rd party arrangement – implementing learning from early testers

11. Test out clinical governance procedures
Test out the integrated review process
Move towards an integrated system in transitions that becomes business as usual
Establish a health group as part of the self directed support programme and the PCT structures to look at next area to focus on

12. Finally
To return to Katrina and Jonathons story – the very clear message from them is no matter how difficult this is for health and social care – you need to work together to solve it because it MAKES A DIFFERENCE to our lives