1. Implementing SAP in Somerset What do we have to do? What are we going to do? How did we decide on the approach?

2. We have to agree on our assessment approach Four types of assessment Select assessment appropriate to needs – do not be over-intrusive Assessment should result in SAP summary For overview assessments the content (domains) are prescribed – any assessment tool must include them all.

3. Contact Assessment When someone first contacts health or social care and significant issues are identified Collect personal details and explore extent of concerns If straightforward, deal with issue

4. BUT If there is need for more information Or a need to provide more extensive services THEN an overview assessment should be done

5. Overview assessment Can be undertaken by any front-line professional who is trained in assessment Format is the overview `tool’ (24 domains) This assessment is the basis for SAP Summary Use the form flexibly; level of detail as required by older person’s needs

6. Comprehensive assessment There is no separate document use the overview tool - and cover ALL sections Required for anyone with high level dependency –Likely to need full-time care –Home care in excess of 10 hours –Extra care housing

7. Specialist assessment No prescribed form for this – likely to have well-established tools for assessing Is focussed on specific concerns, eg. Falls, incontinence May be requested as result of overview, or specialist assessor may prompt overview

8. The assessment tool Home-grown version rather than bought-in We have adapted community care forms following audit of all assessment forms in use Initial work done by S.Coast to amalgamate the `green and yellow’ forms Then field trial in Chard

9. How we will achieve the summary? Ultimately this will be electronic web-based Until then, we have concluded that a patient-held record is the most accessible format for all professionals working with an older person We are now agreed on the format and content of this

10. Messages from field trial The form worked well Minor changes incorporated Main issues related to process and use of patient held record

11. Messages ctd Need to be clear on the role of the lead assessor Need to be clear who is the lead Field trial did not have contact assessment form – this left some gaps on the overview Need to clarify use of patient held record

12. What about MH users? If the lead is not with Partnership, SAP is the assessment tool to use SP staff will put an indicator on RIO to show that a SAP assessment has been done They will keep copy of the paper summary or screen in documents If the Partnership is leading, they will use RIO as their format for the assessment

13. SAP and the acute sector The acute episode is the key concern of the acute trust – SAP will be triggered when discharge plans show there are long-term needs. We are NOT expecting acute trusts to change all their documentation We DO expect them to be reviewing their assessment processes to reduce duplication and improve sharing of information

14. SAP summary The overview tool provides the key information required for this. The summary of assessed needs and the services to be provided will be held in the patient held record NOT the full assessment details

15. When will there be an IT version? The overview tool is available electronically as a Word document Access between local systems is being worked on in a RIO/SWIFT project Nationally the ICRS is being introduced – SAP elements will be ready late 2004.