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

2. © 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 Building a plan –Outcomes, actions, review –Submitting a plan to panel Progressing a plan –Recording the panel decision –Activating the plan –Reviewing an active plan –Terminating an active plan Planning via brokerage –Allocating a brokerage –Check plans submitted by brokerage

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 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

7. © 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

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

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

12. © 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

13. © 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

14. © 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

15. © 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

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

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

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

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

20. © 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

21. © 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

22. © 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

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

24. © 2008 Plan My Care Limited 24 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

25. © 2008 Plan My Care Limited 25 Accessing a plan From the dashboard, client on the total of clients With Me: In Planning Select the client from the list, click View Plan

26. © 2008 Plan My Care Limited 26 Circle of Support Before planning, record the clients circle of support Displays Care Management, Brokerage Workers Option to add Friends, Family

27. © 2008 Plan My Care Limited 27 Planning with the client About Me Outcomes Actions Initial Review Plan Validation

28. © 2008 Plan My Care Limited 28 Planning with the client About Me Outcomes Actions Initial Review Plan Validation

29. © 2008 Plan My Care Limited 29 Planning with the client About Me Outcomes Actions Initial Review Plan Validation

30. © 2008 Plan My Care Limited 30 Planning with the client About Me Outcomes Actions Initial Review Plan Validation

31. © 2008 Plan My Care Limited 31 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

32. © 2008 Plan My Care Limited 32 Workshop 2 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?

33. © 2008 Plan My Care Limited 33 Plan My Care Training Progressing a Plan Working in partnership with Improvement and Efficiency South East

34. © 2008 Plan My Care Limited 34 Progressing a plan Once a plan is complete it needs to go through an approval process –Submit your plan to panel –Wait for decision from panel –Record the panel decision on the plan –Activate a plan –Review an active plan –Terminate an active plan

35. © 2008 Plan My Care Limited 35 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

36. © 2008 Plan My Care Limited 36 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 E-mail the PDF plan and the cover sheet to the panel administrator –secretary.forms@iow.gov.uk

37. © 2008 Plan My Care Limited 37 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

38. © 2008 Plan My Care Limited 38 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

39. © 2008 Plan My Care Limited 39 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

40. © 2008 Plan My Care Limited 40 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

41. © 2008 Plan My Care Limited 41 Rejecting a Plan Fill in the Rejection Reason Click Confirm Panel Rejection

42. © 2008 Plan My Care Limited 42 What happens to rejected plans? Rejected plans go back to In Planning Select the plan from the list View the Rejection Reason – IS THIS IMPLEMENTED?

43. © 2008 Plan My Care Limited 43 Approving a Plan Enter the Approved Allowance Optionally enter the Client Contribution (if known) Click Confirm Plan Approved

44. © 2008 Plan My Care Limited 44 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

45. © 2008 Plan My Care Limited 45 Activating a plan Enter the client contribution Click Activate Plan

46. © 2008 Plan My Care Limited 46 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:

47. © 2008 Plan My Care Limited 47 Reviewing active plans Click star rating for each outcome Used to assess clients progress towards meeting outcomes

48. © 2008 Plan My Care Limited 48 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:

49. © 2008 Plan My Care Limited 49 Workshop 3 Submit your plan on PMC Send the plan to Admin –save as PDF – e-mail to admin –Attach the cover sheet – include in e-mail Wait for decision from panel Record the panel decision on the plan Activate a plan Review an active plan Terminate an active plan

50. © 2008 Plan My Care Limited 50 Plan My Care Training Planning via Brokerage Working in partnership with Improvement and Efficiency South East

51. © 2008 Plan My Care Limited 51 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

52. © 2008 Plan My Care Limited 52 Allocate brokerage Select Brokerage from the left hand menu Click Allocate Brokerage

53. © 2008 Plan My Care Limited 53 Allocate brokerage Select brokerage Make sure referral for has been sent – click the tick box Click Save UPDATE THIS SCREEN SHOT

54. © 2008 Plan My Care Limited 54 Check plan submitted by brokerage 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

55. © 2008 Plan My Care Limited 55 Return plan to brokerage Fill in the Reason for Return Click Return to Broker – goes back to In Planning for the Brokerage

56. © 2008 Plan My Care Limited 56 Workshop 4 Allocate a plan to a brokerage Reject a plan submitted by a brokerage Submit a plan submitted by a brokerage to panel

57. © 2008 Plan My Care Limited 57 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 Building a plan –Outcomes, actions, review –Submitting a plan to panel Progressing a plan –Recording the panel decision –Activating the plan –Reviewing an active plan –Terminating an active plan Planning via brokerage –Allocating a brokerage –Check plans submitted by brokerage