1. Plan My Care Brokerage Training Working in partnership with Improvement and Efficiency South East

2. © 2008 Plan My Care Limited 2 Brokerage Training What is Plan My Care? –Overview of support planning –The business process –The golden thread Getting Started –Logging in to Plan My Care –Receiving new clients –Brokerage Admin dashboard –Starting a plan Building a plan –Personal Outcomes –Actions and costs –Initial Review Progressing a plan –Submitting a plan to care management –View rejected plans –Reviewing an active plan

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

4. © 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

5. © 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

6. © 2008 Plan My Care Limited 6 Overview of the business process Allocate Brokerage For CM Review For CM Review For Approval For Approval Approved Active Accept Client Initial Contact before planning Submit plan to CM Submit to panel Panel Approved Funds released to LA Payment made Start of service letter Not approved Suggest changes Financial Assessment Client Contribution Support planning Assign Broker Wkr Assign Broker Wkr New Client New Client Assessment complete Budget allocated Allocate client to brokerage

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

8. © 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

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

10. © 2008 Plan My Care Limited 10 Getting Started Logging in to Plan My Care Navigation within Plan My Care

11. © 2008 Plan My Care Limited 11 Logging in to Plan My Care Open Internet Explorer (v7) http://iowc.planmycare.com/ Enter your user id, press continue Enter the three requested characters from your password, press continue

12. © 2008 Plan My Care Limited 12 Navigation Header: –Login, user logged in, users role, logout –Dashboard | New Client | Community

13. © 2008 Plan My Care Limited 13 Navigation Dashboards: –Number of plans in different states –Access to a list of plans by clicking on the numbers in the dashboard

14. © 2008 Plan My Care Limited 14 Navigation Lists of plans: –Lists of plans in a given state –Actions that can be taken on the plan

15. © 2008 Plan My Care Limited 15 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

16. © 2008 Plan My Care Limited 16 Plan My Care Training Broker Admin Working in partnership with Improvement and Efficiency South East

17. © 2008 Plan My Care Limited 17 Broker Admin Receiving new clients from IWC Accepting a new client Allocating a client to a broker worker

18. © 2008 Plan My Care Limited 18 Receiving new clients from IWC New Clients appear in the Broker Admin Dashboard Clients need to be accepted –Referral form –Consent Clients can then be allocated to a Broker Worker Broker Worker then makes initial contact with the client Broker Worker can then create the Support Plan for the client Broker Worker then submits the plan for approval

19. © 2008 Plan My Care Limited 19 Broker Admin Dashboard

20. © 2008 Plan My Care Limited 20 Accepting a New Client Click Accept Client on the list of New Clients Displays a summary of the client details Confirm that the referral form has been received Client moves into Allocate Client list

21. © 2008 Plan My Care Limited 21 Allocating a Client to a Broker Worker From the list of unallocated clients, click Allocate worker Select the Primary and Other workers if required

22. © 2008 Plan My Care Limited 22 Workshop 1 - Optional Log in to Plan My Care You will all be given a sheet with the details of an assessed client Broker Admin –View New Clients –Accept a New Client –Allocate Client to Broker Worker

23. © 2008 Plan My Care Limited 23 Plan My Care Training Broker Worker Working in partnership with Improvement and Efficiency South East

24. © 2008 Plan My Care Limited 24 Broker Workers Make initial contact with new clients Review client details Planning with the client –Outcomes, actions, progress

25. © 2008 Plan My Care Limited 25 Broker Worker Dashboard

26. © 2008 Plan My Care Limited 26 Initial Contact with a New Client Once a client has been allocated to a broker worker, the client will appear in their New Clients Each New Client needs to be contacted before planning can start Broker Worker can view the plan before contacting the client

27. © 2008 Plan My Care Limited 27 Review New Clients All new clients have: –Personal details, Indicative allocation, Assessment outcomes

28. © 2008 Plan My Care Limited 28 Initial Contact with a New Client Make and record the initial contact with the client Tick Contact Made and Click Save

29. © 2008 Plan My Care Limited 29 Review New Clients All new clients need: –Personal details, Indicative allocation, Assessment outcomes

30. © 2008 Plan My Care Limited 30 Workshop 2 Log in to Plan My Care Broker Worker –View New Clients –Record initial contact with client

31. © 2008 Plan My Care Limited 31 Plan My Care Training Building a Plan Working in partnership with Improvement and Efficiency South East

32. © 2008 Plan My Care Limited 32 Planning with the client Circle of Support –Care management, brokerage, friends, family About Me –Background about the client Outcomes –Define the personal outcomes Actions –Define agreed actions for each personal outcome Initial Review –Record an initial review – importance, progress, confidence Plan Validation –Check everything is complete

33. © 2008 Plan My Care Limited 33 Accessing a plan From the dashboard, client on the total of clients In Planning Select the client from the list, click View Plan

34. © 2008 Plan My Care Limited 34 Circle of Support Before planning, record the clients circle of support Displays Care Management, Brokerage Workers Option to add Friends, Family

35. © 2008 Plan My Care Limited 35 Planning with the client About Me Outcomes Actions Initial Review Plan Validation

36. © 2008 Plan My Care Limited 36 Planning with the client About Me Outcomes Actions Initial Review Plan Validation

37. © 2008 Plan My Care Limited 37 Planning with the client About Me Outcomes Actions Initial Review Plan Validation

38. © 2008 Plan My Care Limited 38 Planning with the client About Me Outcomes Actions Initial Review Plan Validation

39. © 2008 Plan My Care Limited 39 Planning with the client About Me Outcomes Actions Initial Review Plan Validation Plan Validation Rules: –Personal outcomes exist for all assessment outcomes –Actions exist for personal outcomes –An initial review has been recorded

40. © 2008 Plan My Care Limited 40 Workshop 3 Based on the information about your client… Creating a support plan: –About Me –Circle of Support –My Outcomes –Where am I now? –What will happen?

41. © 2008 Plan My Care Limited 41 Plan My Care Training Progressing a Plan Working in partnership with Improvement and Efficiency South East

42. © 2008 Plan My Care Limited 42 Progressing a plan Once a plan is complete it needs to go through an approval process –Submit your plan to care management Care management process the plan –Submit plan to panel –Wait for decision from panel –Record the panel decision on the plan Approve or Reject Reject Plans are returned to In Planning for the Broker Worker –Activate approved plans When a plan is active you can –Review an active plan

43. © 2008 Plan My Care Limited 43 Submit the plan to Care Management From the My Plan tab, click Submit Plan to Care Management:

44. © 2008 Plan My Care Limited 44 Submit plan to Care Management Confirm the submission to care management:

45. © 2008 Plan My Care Limited 45 Approved and Rejected Plans Care management will pass the plan to panel for approval The panel decision will be recorded in Plan My Care Approved Plans become Approved Plans in the Dashboard –Wait for Care Management to activate the plan Reject Plans are returned to In Planning in the Dashboard –Go back to the plan –Make modifications –Re-submit the plan

46. © 2008 Plan My Care Limited 46 How does a plan become active? After a plan is approved: –VFO calculates the client contribution –Agreement is sent to the client to be signed and returned Client is informed of the client contribution they are expected to make –Personal Budget Admin Office receive the signed agreement –Copy of the signed agreement handed to care management When agreement has been received from the client –Care management activate the plan

47. © 2008 Plan My Care Limited 47 Reviewing active plans You can review the status of the client at any time once the plan has become active Select the plan from the Active Plans list On the My Plan tab, click Review My Outcomes:

48. © 2008 Plan My Care Limited 48 Reviewing active plans Click star rating for each outcome Used to assess clients progress towards meeting outcomes

49. © 2008 Plan My Care Limited 49 Workshop 3 Submit the clients plan to Care Management Wait for decision from IWC View a rejected plan Review an active plan

50. © 2008 Plan My Care Limited 50 Brokerage Training - Summary What is Plan My Care? –Overview of support planning –The business process –The golden thread Getting Started –Logging in to Plan My Care –Receiving new clients –Brokerage Admin dashboard –Starting a plan Building a plan –Personal Outcomes –Actions and costs –Initial Review Progressing a plan –Submitting a plan to care management –View rejected plans –Reviewing an active plan