Adults Services - westsussexcpd.co.uk · Episode Flow Diagrams 10/10/2016 Episode Flow diagrams...

CONTENTS

Case Management

C1 Initial Referral

C1a Contact (Open Case)

C1b Adults Initial Assessment

C2 Assessment

C3 Support Planning

C3a Respite Booking & Minor Change of Support

C4 Review / Reassessment

C5 Short Term Services

C6 Case Closure & Close Budget

C7 Carer Assessment & Support Plan

C8 Carer Review / Reassessment

C9 Adult Safeguarding

C10 RIS & Community Connections

C11 OT / ROVI Review / Reassessment

C12 OOH Referral

C13 FAS & Professional Support Only

C14 DoLS

C15 DoLS

C16 DAAT

C17 PAT

C18 Case File Audit & S.48 Protection of Property

C19 Independent Advocacy & Transition Planning

Purchasing

P1 Purchasing – Personal Budget

P2 Purchasing – Residential & Other o/s PB

P3 Purchasing - Traditional

P4 Purchasing – Block & Carer

Finance

F1 WBA Referral / Visit / Postal Assessment

F2 Financial Assessment

F3 Financial Reassessment

F4 Residential Charging

F5 Non-Residential Charging

F6 Direct Payments

F7 Debt Reminder & Recovery

F8 Deferred Payments

Adults ServicesEpisode Flow Diagrams 10/10/2016

Episode Flow diagrams present a comprehensive view of the Episodes, Outcomes, Forms, Tasks and Letters that make up

the Frameworki solution. They do not however illustrate potential business workflows through these episodes.

INITIAL

REFERRAL

(CC)

Assessment

(Duty worker)

Assessment

(Allocated worker)

Form : AS001a Initial Referral (CC) (MAND)

Letter : AS018a Information and Advice letter (CC)

Letter : AS079a Generic letter (CC)

Letter : AS407 People funding their own care

C1 – Initial Referral 10/10/2016

Standalone

Carer

Assessment

(Duty worker)

Standalone

Carer Assessment

(Allocated worker)

No Next Action

following

Referral

END

Adult

Safeguarding

Page C9

Page C7

START

ad-hoc

Incident /

Service

Quality Report

(Dead End)

ENDPage C2

INITIAL

REFERRAL

No Next Action

following

Referral

END

Form : AS001b Initial Referral (MAND)

Form : AS260 No Recourse to Public Funding

Form : AS274 EEA Nationals Entitlement Checklist

Form : AS275 Human Rights Act Assessment

Task : Pass to Hospital Social Worker

Task : Pass to Senior Prac or above for QA review

Task : Please complete Referral admin tasks

Letter : AS018 Information and Advice letter

Letter : AS022 No contact letter

Letter : AS061 OT/ROVI CES Equipment letter

Letter : AS079 Generic letter

Letter : AS309 Inform of database record


& ROVI letters

Pass to

CarePoint 2

for

Assessment

START

ad-hoc

PAT

Assess-

ment

Page C17

S.47

Protection

of Property

Page C18

Send to

Office Services

to Print letter(s)

PRINT INITIAL

REFERRAL LETTERS

Letter(s) Printed

END

DCS

Services

Only

Page C5

Independent

Advocate

Referral

(send early)

Page C19

Transition to

Adults Services

Planning

Page

C19

Pass to

CarePoint 2

for

Safeguarding

Page C9

Pass to

PAT

Pass to

CSWS

Pass to Deaf Services

Pass to

CarePoint 2 for

Carers Assessment

Page C1b

Hospital/Prison Initial Assessment /

CarePoint Initial Assessment

Page

C1b

START

ad-hoc

INITIAL

REFERRAL

(GCSX)

Pass to

CarePoint 2

for

Assessment

Page C1b

Pass to

CarePoint 2

for

Safeguarding

Page C9

NFA following

Referral

(Dead End)

END

Form : AS001c

Initial Referral

(GCSX) (MAND)

Referral to

service outside

system workflow

END

C1a – Contact (Open Case) 10/10/2016

CONTACT

(Open Case)

(CC)

START

ad-hoc

END

Form : AS006 Contact (Open Case) (MAND)


Adult

Safeguarding

Page C9

New

Information

noted

Incident /

Service

Quality

Report

(Dead End)

END

CONTACT

(Open Case)

Form : AS006 Contact (Open Case) (MAND)

Form : AS050 Risk Profile LD FACE


Pass Contact

to Adults’ CarePoint

/

Pass Contact to Allocated Worker

/

Pass Contact to Allocated Team

START

ad-hoc

Page C18

S.47

Protection

of Property

RESPONSE TO

CONTACT

(OPEN CASE)

Pass to Support Broker Team Pass to Finance Team Pass to OT TeamPass to ROVI TeamPass to RIS Team Pass to LD team Pass to Deaf Services Team Pass to Hospital Team Pass to named worker Pass to Community TeamPass to Adults' CarePoint

Form : AS312 Response to

Contact (Open Case) (MAND)

END

Adult

Safeguarding

Page C9

New

Information

noted

Incident /

Service

Quality

Report

(Dead End)

END

C1b – Adults Initial Assessment 10/10/2016

ADULTS

INITIAL

ASSESSMENT

Page C1

Page C7

Page C8

Further

Assessment

Required

No Next Action

following

Initial Assessment

(workflow end)

END

Page C2

Short Term

Services &

Equipment

Page C5

Welfare Benefits

Advisor Referral

(send early)

Page F1

PAT

Assessment

(send early)

Page C17

Independent

Advocate

Referral

(send early)

Page C19

Adult

Safeguarding

(send early)

Page C9

S.47 Protection

of Property

Page C18

Form – AS016 Adults Initial Assessment (MAND)

Form - AS011 WBA Referral

Form - AS023 Mental Capacity Assessment FACE

Form - AS049 Consent to Share Information SAP200

Form - AS063 OT/SS Landlord Consent for Minor Adapt Work

Form - AS112 OT/ROVI Non Standard Equipment (1)

Form - AS112 OT/ROVI Non Standard Equipment (2)

Form - AS121 Home Fire Safety Check

Form – AS164 Agreement to pay a charge

Form - AS260 No recourse to public funds

Form - AS275 Human Rights Assessment

Form - AS274 EEA Nationals Entitlement Checklist

Form - AS301Confirm Records Updated - Disabled Person

Letter - AS018 Information and Advice letter

Letter - AS022 No contact letter

Letter - AS079 Generic Letter (3 versions)

Letter - AS057 OT Waiting List

Letter - AS061 OT/ROVI CES Equipment letter

Letter - AS064 OT Permission For Minor Adaptation Work

Letter - AS189 RIS Reminder Letter

Letter - AS246 Summary of Outcomes Letter

Letter - AS251 RIS Agreement letter

Letter - AS279 R6 - TV License letter (large print letter)

Letter - AS282 R9 - ROVI White Walking Stick Letter (large print letter)

Letter - AS283 R10 - No response to phone call letter (large print letter)

Letter - AS290 R17 - Missing BD8 or CVI Letter (large print letter)

Letter - AS293 R20 - Letter to accompany New Reg Card sent (large print letter)

Letter : AS309 Inform of database record

Task - Pass to Senior Prac or above for QA review

Task - Pass to CP2 admin worker

ASSESSMENT

Form : AS002 Assessment (MAND Group)

Form : AS002ld Assessment (LD) (MAND Group)

Form : AS011 WBA Referral

Form : AS023 Mental Capacity Assessment FACE (1) (2) (3) (4) (5)

Form : AS026 Risk Profile ABI/OP/PSI FACE

Form : AS027 Occupational Therapy Information (LD)

Form : AS028 Sight Loss and Blindness Information (LD)

Form : AS029 Hearing Loss and Deafness Information (LD)

Form : AS042 OT Major Adaptation Final Recommendations to Assements

Form : AS044 ROVI Computer Accessibility Assessment

Form : AS046 ROVI Mobility Assessment

Form : AS047 ROVI Low Vision Record Sheet

Form : AS049 Consent to Share Information SAP200


Form : AS063 OT/SS Landlord Consent for Minor Adapt Work

Form : AS112 OT/ROVI Non Standard Equipment (1) (2) (3) (4) (5)

Form : AS113 OT Top Up Preliminary

Form : AS114 OT Top Up Final

Form : AS115 OT APP A - DP Scheme Equipment Form

Form : AS121 Home Fire Safety Check

Form : AS128 Direct Payments Scheme-Equipment APP B

Form : AS150 DFG Progress Log

Form : AS151 RIS Customer Service Delivery Agreement

Form : AS164 Agreement to pay a charge

Form : AS169 OT Closure - Special Equipment

Form : AS184 Medication Management Assm’t – Community

Form : AS253 Medication Management Assm’t - Hospital

Form : AS257 Lighting Assessment

Form : AS258 Dual Sensory Loss Functional Assessment

Form : AS260 No recourse to public funds

Form : AS269 Long Term Residential Placement Details (+ bcde)


Form : AS275 Human Rights Assessment

Form : AS301 Confirm Records Updated - Disabled Person

Form : AS307 Moving and Handling Risk Assessment

Form : AS308 Moving and Handling Care Plan

Form : AS316 Deferred Payment Referral

Form : Banking Admin Service Referral Form

Welfare Benefits

Advisor Referral

(send early)

Support

Planning

Major

Adaptations

Monitoring

(send early)

Page C3

END

No Next Action following

Social Care Assessment

Case

Closure

(Adults

Services)

Purchasing -

Other outside

PB

(send early)

Provision

Of Professional

Support Only

(send early)

Page C6

PAT

Assessment

(send early)

Page P2

Page C11

Page C17Page F1

Page C1 – Initial Referral

Page C1b – Adults Initial Assessment

Page C17 – PAT

Page C19 – Transition Planning

Form : PS13 DPSP - Appointing a Suitable Person

Form : PS14 DP - Direct Payments Agreement

Form : PS15 DP - Direct Payments Bank Details

Form : PS16 DPSP - Suitable Person Agreement

Form : PS17 DPSP - Suitable Person Bank Details

Form : PS34 DP - Customer One-Off DP Agreement

Form : PS37 DP/DPSP ILA IAA Service Referral

Form : PS38 DP/DPSP IL PAES Service Referral

Task : Pass To Senior Prac or above for QA review / RAS sign-off

Task : Pass for ILS sign-off (ILS Assessments only)

Task : Pass for RIS sign-off (RIS Assessments only)

Task : Please complete Assessment Admin tasks

Task : DP Bank Details Setup

Task : Urgent Joint Assessment Required

Letter : AS022 No Contact

Letter : AS057 OT Waiting List

Letter : AS061 OT/ROVI CES equipment letter

Letter : AS064 OT Permission For Minor Adaptation Work

Letter : AS079 Generic Letter (1) (2) (3)

Letter : AS109 OT Major Adaptations Initial Alert

Letter : AS110 OT Major Adaptations Letter to Customer

Letter : AS127 OT Top Up - Team Manager Letter to Customer

Letter : AS129 DP Arrangements Letter - Appendix C

Letter : AS130 OT/ROVI Review/Assessment Letter

Letter : AS133 OT Closure Letter

Letter : AS189 RIS Reminder letter

Letter : AS251 RISS Agreement Letter

Letter : AS255 Out of county relocation notification

Letter : AS266 OT Housing Needs Report

+ large print letters

Page C13

C2 – Assessment 10/10/2016

Short Term

Services

& Equipment

(send early)

Page C5

S.47 Protection

of Property

Page C18Deferred

Payment

Sustainability

Check Referral

(send early)

Page F8

Independent

Advocate

Referral

(send early)

Page C19

Link to

Review /

Reassessment

Page C4

Cutover –

OT/ROVI

Review

Page C11

SUPPORT

PLANNING

Review /

Reassessment

(84 days)

Further contribution

to assessment

Reassessment –

Support Plan

Abandoned

(84 days)

Crisis – early

reassessment

Required

(send early)

Purchasing –

Personal Budget

Send early

Purchasing –

Placement

outside PB

Send early

Purchasing –

other outside PB

Send early

Short Term

Services

& Equipment

Send early

Close / Amend

Traditional

(Non-SDS)

Non-Residential

Purchase

Send early

Case

Closure

(Adults

Services)

No Next Action

following

Support Plan

END

Page C2 – Assessment

Page C4 – Review / Reassessment

Page P1 – Purchasing - Personal Budget

Page P2 – Purchasing – Residential outside PB

Page F5 – Non-Residential Charging o/s PB

Page P1

Page P2 Page C5

Page P3

Page C6

Page C4

Form : PS34 DP - Customer One-Off DP Agreement

Form : PS35 Notification of Admission to Res/Nurs Care


Form : PS38 DP/DPSP ILA PAES Service Referral

Form : PS39 Joint Funding Form

Task : Pass to TM to sign-off Support Plan (MAND)

Task : Pass to Budget Holder 1 to update Joint Funding Form


Task : Pass to Host Budget Holder to update Joint Funding Form

Task : Send for WAMHS Funding Team consideration

Task : Request for Vendor Set Up

Task : DP Bank Details Set Up

Task : Please complete Support Planning admin tasks

Task : Pass to Panel

Task : Pass from ILS to Support Brokerage to amend package

Letter : AS032 Actual Personal Budget Amount Letter (&AS032b)

Letter : AS087 DP Direct Payment Closure Letter to customer

Letter : AS087b DP Direct Payment Closure Letter

Letter : AS254 Out of County Placement Notification

C3 – Support Planning 10/10/2016

Page P2

S.47 Protection

of Property

Page C18

LD SUPPORT

AMENDMENT

START

ad-hoc

Purchasing –

Personal Budget

Page P1

NFA

END

Form : AS269 Long Term

Residential Placement

Details

Form : AS273 LD Support

Amendment (MAND)

Task : Pass to Team

Manager for sign-off

(MAND)Purchasing –

Placement

outside PB

Page P2

Independent

Advocate

Referral

(send early)

Page C19

Set up

Arrangement

Fee Charge

(send early)

Page F5

Form : AS003 Support Plan } MAND doc group 1

Form : AS103 Support Plan (Care Act) } MAND doc group 1

Form : AS203 Support Plan (Care Act revised) } MAND doc group 1

Form : AS203ld Support Plan (LD) } MAND doc group 1

Form : AS003b Customer Support Plan (Social Care) } group 2

Form : AS103b Customer Support Plan (Social Care) (Care Act) } group 2

Form : AS103d Provider Support Plan (Social Care) (Care Act) } group 2

Form : AS103c Customer Support Plan (LD) (Care Act) } group 3

Form : AS103e Provider Support Plan (LD) (Care Act) } group 3


Form : AS071 Mental Health Request for Funding

Form : RESIDENTIAL AS200 Property Disregard


Form : AS261 Transport Request WSCC managed budgets only

Form : AS299 Specialist Day Services Transport Form

Form : AS402 DoLS Addendum to Support Plan

Form : PS01 - COMMISSIONING - Best Value Form

Form : PS04 RESIDENTIAL - Full Cost Customer Agreement

Form : PS07 RESIDENTIAL - Contract Referral Form

Form : PS10 RESIDENTIAL - Residential Checklist

Form : PS11 RESIDENTIAL - Self Top Up Form

Form : PS12 RESIDENTIAL - Third Party Top Up Agreement (x3)


Form : PS14 DP - Direct Payments Agreement

Form : PS15 DP - Direct Payments Bank Details



Form : PS18 RESIDENTIAL - Marjorie Cobby Rehab


PLUS all of the ILS

documents

Contribute

to Review

(notification

outcome)

END

Major

Adaptations

Monitoring

(send early)

Page C11

DoLS in the

Community

CoP

Streamlined

Process

Page C14

RESPITE

BOOKING

RESPITE

PLANNING

Respite Planning

START

ad-hoc

Episode started

in error –

no further

action required

(Dead End)

END

NFA

END

Form : AS270 Respite

Booking (MAND)

Letter : AS412 Northern -

Respite Confirmation

Letter : AS413 Southern -


Letter : AS414 Western -


Form : AS271 Respite

Planning (MAND)

Letter : AS412 Northern -


Letter : AS413 Southern -


Letter : AS414 Western -


C3a – Respite Booking & Minor Change of Support 10/10/2016

MINOR

CHANGE OF

SUPPORT

REQUEST

MINOR

CHANGE OF

SUPPORT

PLAN

Minor Change of

Support required

START

ad-hoc

Episode started

in error –

no further

action required

(Dead End)

END

Purchasing –

Placement

outside PB

Page P2

NFA

END

Form : AS310 Minor Change of Support Request (MAND)

Form : AS032 Actual Person Budget Amount Letter

Form : AS032b Actual PB Letter to LPA or Deputy

Form : AS299 Specialist Day Services Transport Form

Form : AS003 Support Plan } MAND GROUP

Form : AS103 Support Plan (Care Act) } MAND GROUP

Form : AS203 Support Plan (Care Act intergrated) } MAND GROUP

Form : AS203ld Support Plan (LD) } MAND GROUP

Form : AS200 RESIDENTIAL - Property Disregard


START

ad-hoc

Purchasing –

Personal

Budget

Purchasing –

Other

outside PB

Page P1 Page P2

Purchasing –

Personal

Budget

Page P1

MINOR

EQUIPMENT

CHANGE

MINOR

EQUIPMENT

REVIEW

Form – AS314 Minor

Equipment Change

(MAND)

Form – AS315 Minor

Equipment Review

(MAND)

Minor

Equipment

Review

NFA

END

Minor Equipment

Review completed

END

START

ad-hoc

REVIEW /

REASSESSMENT

Review / Reassessment

(defaults to 11 months)

Reassessment following RIS

(send early)

Support

Planning

Case

Closure

(Adults

Services)

Welfare

Benefits

Advisor

Referral

(send early)

Page C2 – Assessment (transition only)

Page C3 – Support Planning

Page C5 – Short Term Services & Equipment

Page C13 – Professional Support Only

Page C17 – PAT Assessment

Page F1

Page C6

Page C3

Short

Term

Services

& Equipment

(send

early)

Short Term

Services for

RIS Charging

Page C5

Purchasing

- other outside PB

(send early)

Page P2

C4 – Review / Reassessment 10/10/2016

PAT

Assessment

Page C17

Page C13

Provision

Of Professional

Support Only

(send early)

Cease

Professional

Support

(Dead End)

Cease RIS

Intervention

END

S.47 Protection

of Property

Page C18

Independent

Advocate

Referral

(send early)

Page C19

Deferred

Payment

Sustainability

Check Referral

(send early)

Page F8

Form : AS004 Review form } MAND Doc Group

Form : AS104 Review form (Care Act) } MAND Doc Group

Form : AS204 Review form (Care Act revised) } MAND Doc Group

Form : AS204ld LD Review form (Care Act revised) } MAND Doc Group

Form : AS005 Reassessment (Care Act revised) } MAND Doc Group

Form : AS005ld LD Reassessment (Care Act revised) } MAND Doc Group

Form : AS208 Short Term Services / Equipment Review } MAND Doc Group

Form : AS209 PAT Review } MAND Doc Group

Form : AS011 WBA Referral form

Form : AS023 Mental Capacity Assessment FACE (1-5)


Form : AS049 Consent to Share Information




Form : AS184 Medication Management Assm’t – Community

Form : AS251 RIS Agreement Letter

Form : AS253 Medication Management Assm’t – Hospital

Form : AS269 Long Term Residential Placement Details +bcde


Form : AS275 Human Rights Act Assessment


Form : PS38 DP/DPSP ILA PAES Service Referral


Form : PS14 Direct Payments Agreement

Form : PS15 Direct Payment Bank Details



Form : PS34 Customer One-Off DP Agreement

Form : AS316 Deferred Payment Referral


Task : Pass to Senior Prac or above for QA review / RAS sign-off

Task : Please complete Review / Reassessment admin tasks


Task : Send for AMHS Funding Team consideration

Task : Urgent Joint Assessment Required

Task : Pass for Clinical Authorisation

Letter : AS087 DP Direct Payment Closure Letter to customer


PLUS all of the ILS

documents

Resulting

Setting

Decision

END

Contribute

to Review

(notification

outcome)

END

Cutover – Adult

OT/ROVI

Review /

Reassessment

Page C10

Major

Adaptations

Monitoring

(send early)

Page C11

SHORT TERM

SERVICES &

EQUIPMENT

Form : AS007 Short Term Services Plan (Mand Doc Group)

Form : AS107 Short Term Services Plan (Care Act) (Mand Doc Group)

Form : AS207 Short Term Services Plan (Care Act revised) (Mand Doc Group)




Form : AS184 Medication Management Assm’t - Community

Form : AS253 Medication Management Assm’t – Hospital

Form : PS04 RESIDENTIAL - Full Cost Customer Agreement

Form : PS07 RESIDENTIAL - Contract Referral Form

Form : PS10 RESIDENTIAL - Residential Checklist

Form : PS11 RESIDENTIAL - Self Top Up Form

Form : PS12 RESIDENTIAL - Third Party Top Up Agreement

Form : PS18 RESIDENTIAL - Marjorie Cobby Rehab

Letter : AS049 Consent to share information SAP200

Letter : AS061 OT/ROVI CES Equipment letter

Letter : AS189 RIS Reminder Letter

Letter : AS251 RIS Agreement letter

Task : Pass to TM to sign-off Short Term Services Plan (MAND)

Task : Send to Purchasing team to purchase non-res services

Task : Send to Local Finance to purchase short stay residential

Task : Send for DCS purchase

Task : Pass to CP2 Admin worker

Task : Request Vendor Set Up

Review /

Reassessment

No Next Action

following

Short Term Services

End

Welfare

Benefits

Advisor

Referral

(send early)

Page F1

Update

Services

(Dead End)

End

Non-Residential Charging

- Short Term Services

Page F5Page C4

Case

Closure

(Adults

Services)

Page C6

C5 – Short Term Services 10/10/2016

START

ad-hoc

Page C1 – Initial Referral (DCS)

Page C1 – Adults Initial Assessment

Page C2 - Assessment



Page C6 – Case Closure

RIS Service Provision

(send early)

Page C10

Community

Connections

Service

Provision

(RIS OT use only)

Page C10

CASE

CLOSURE

Form : AS024 Case Closure (MAND)

Task : Pass To Senior Prac or above for QA review

Task : Please complete Case Closure admin tasks

Task : Please confirm when Safeguarding has been completed

and case can be closed

Letter : AS079 - Generic Letter

Letter : AS087 DP Direct Payment Closure Letter to Customer


Do not

close Case

(Dead End)

Purchasing –

Personal Budget

(send early)Purchasing –

Residential

outside PB

(send early)

Close / Amend

Traditional (Non-SDS)

Non-Residential Purchase

(send early)

CLOSE

BUDGET

No Forms, Tasks or Letters

Budget Closed

(Dead End)

End

Case Closed

(Dead End)

End

End

C6 – Case Closure & Close Budget 10/10/2016

START

ad-hoc

Page P1

Page P2 Page P3





Page C6 – Purchase Services DAAT

Page C14 - DoLS

Page C15 – DoLS

Page P1 – Purchasing – Personal Budget

Page P2 – Purchasing – Residential Outside PB

Page P2 – Purchasing – Other outside PB

Page P3 – Close / Amend Traditional Purchase

START

ad-hoc

Close

Budget

Short

Term

Services

& Equipment

(send early)

Page C5

Cease

Arrangement

Fee

Charge

Page F5

STANDALONE

CARER

ASSESSMENT


Advice/Information

given (Dead End)

Standalone Carer

Support Plan

End

STANDALONE

CARER SUPPORT

PLAN

Assessment required

for Carer as a Customer

(send early)

Page C1b

Purchasing – CarerAdvice/Information

given (Dead End)

End

No Next Action following

Carer Assessment

End

Form : AS035 Standalone Carer Assessment (MAND)


Form : AS049 Consent to Share Information (SAP200)

Task : Pass To Senior Prac or above for QA review

Task : Pass to Community Team

Task : Please approve Budget

Task : Please complete Assessment Admin tasks

Letter : AS079 Generic Letter (1)

Review Standalone

Carer Support Plan

Assessment required


(send early)

Page C1b

Form : AS136 Standalone Carer Support Plan (Care Act) (MAND)

Form : AS165 DP Carers' Direct Payment Agreement

Task : Pass to TM for sign-off (MAND)

Page C8

C7 – Carer Assessment & Support Plan 10/10/2016

Page P4

Page C8 – Standalone Carer Review

Page P4 – Purchasing - Carers

No Next Action

Following

Carer

Support Plan

End

Independent

Advocate

Referral

(send early)

Page C19

Independent

Advocate

Referral

(send early)

Page C19

Set up

Arrangement

Fee Charge

(Carer)

Page F5


Has Means and

Abilities to meet

own needs

End

Page C7 – Carer Support Plan

STANDALONE

CARER REVIEW

Advice/Information

given (Dead End)

End

Standalone

Carer Support Plan

Page C7Assessment required


(send early)

Page C1b

Form : AS137 Standalone Carer Review (Care Act) (MAND)


Letter : AS079 Generic Letter (1)

C8 – Carer Review / Reassessment 10/10/2016

Standalone Carer

Assessment

(Allocated Worker)

Page C7

Independent

Advocate

Referral

(send early)

Page C19

Carer

Intervention

completed

End

ADULT

SAFEGUARDING

Safeguarding Complete –

other workflow continues

(Dead End)

Page C1, Page C1a, Page C1b

Page C12

END

Safeguarding compete

- Case Closed to Adults Services

(Dead End)

OVERARCHING

SAFEGUARDING

ADULTS RECORD

(OSAR)

OSAR

Complete

(Dead End)

END

Letter : AS155 Safeguarding Meeting

Letter : AS156 Safeguarding Response to Concern NFA

Letter : AS157 Safeguarding Response to Concern FA

Letter : AS158 Safeguarding End of Enquiry Letter

Letter : AS159 Safeguarding Letter 1 for Funding Authority



Letter : AS162 Safeguarding Request for others to make S.42 Enquiry

Form : AS019 Safeguarding Plan

Form : AS166 Safeguarding Request for Serious Case Review

Form : AS245 Safeguarding Admin Checklist




Form : AS400 OSAR Chronology

Letter : AS155 Safeguarding Meeting

Letter : AS156 Safeguarding Response to Concern NFA

Letter : AS157 Safeguarding Response to Concern FA

Letter : AS158 Safeguarding End of Enquiry Letter




Letter : AS162 Safeguarding Request for others to make S.42 Enquiry

Form : AS009a Safeguarding Concern (MAND)

Form : AS009b Safeguarding Enquiry

Form : AS019 Safeguarding Plan

Form : AS020 Safeguarding Chronology

Form : AS023 Mental Capacity Assessment FACE




Form : AS166 Safeguarding Request for Serious Case

Review

Form : AS245 Safeguarding Admin Checklist

Task : Pass to Community team to continue Adult

Safeguarding

Task : Send Safeguarding Admin Checklist AS245 to

Administrator to complete actions

Task : Pass to Enquiry Manager

Task : Pass to Enquiry Officer

Task : Pass to CarePoint 2 Supervisor

END

C9 – Adult Safeguarding 21/12/2016

START

ad-hoc

START

ad-hoc


brought forward

(Dead End)

END

Task : Pass to Community team to continue Overarching

Safeguarding

Task : Send Safeguarding Admin Checklist AS245 to

Administrator to complete actions

Task : Pass to Enquiry Manager

Task : Pass to Enquiry Officer

Task : Pass to CarePoint 2 Supervisor

Independent

Advocate

Referral

(send early)

Page C19

RIS OT REVIEW

Episode will no

longer be available

RIS SERVICE

PROVISION

Cease RIS

Intervention

Review /

Reassessment

(send early)Welfare Benefits

Advisor Referral

(send early)

Page C4

End



Form : AS042 OT Major Adaptations Final Recommendation

Form : AS045 Referral to The Local Pension Service






Form : AS116 OT Moving/Handling Risk Asmt Complex

Form : AS121 OT/ROVI Home Fire Safety Check

Form : AS128 Direct Payments Scheme-Equipment APP B

Form : AS142 OT Review/Progress } Group

Form : AS142a OT Review/Progress (Care Act) } Group


Form : AS152 OT Moving/Handling Risk Assessment - Basic

Form : AS248 13 Week Telecare Lifeline Referral







Letter : AS246 Summary of Outcomes Letter


Task : Pass for Clinical Authorisation (MAND)

Cease RIS

Intervention

End

Form : AS256 RIS Statement (MAND)


Form : AS151 RIS Customer Service

Delivery Agreement

Form : AS184 Medication Management

Assm’t - Community

No Next

Action

following

RIS OT

Review

End

C10 – RIS 10/10/2016

Page F1


Cease

Community

Connections

Intervention

End

COMMUNITY

CONNECTIONS

SERVICE

PROVISION

Cease

Community

Connections

Intervention

End

Form : AS054 Community Connections

Statement (MAND)

Form : AS055 Community Connections

Integrated Risk Assm’t

Form : AS151 RIS Customer Service Delivery

Agreement

Form : AS184 Medication Management Assm’t

- Community

Page C5 – Short Term

Services and Equipment

Provision of

Equipment

(Dead End)

END

RIS OT

not involved -

Review /

Reassessment

Page C4

RIS OT

not

involved

- WBA

Referral

Page F1

Short Term

Services for

RIS Charging

Page C5

ADULT OT/ROVI

REVIEW /

REASSESSMENT

Episode will no

longer be available

Major

Adaptation

Monitoring

MAJOR

ADAPTATIONS

MONITORING

Cease OT/ROVI

Intervention

Advice /

Information

Given

(Dead End)

Provision

of Equipment

(Dead End)

RIS Hospital Discharge

- Service Provision

(send early)

RIS Service Provision

(send early)

RIS OT Review

Page C10

Adaptation

complete

Form : AS005b Reassessment form


Form : AS042 OT Major Adaptations Final Recommendation

Form : AS044 ROVI Computer Accessibility Assessment

Form : AS046 ROVI Mobility Assessment

Form : AS047 ROVI Low Vision Record Sheet






Form : AS116 OT Moving/Handling Risk Asmt Complex

Form : AS121 OT/ROVI Home Fire Safety Check

Form : AS142 OT Review/Progress } Group

Form : AS142a OT Review/Progress (Care Act) } Group

Form : AS149 OT Summary of Outcomes and Support Plan (Care Act) } Group

Form : AS149a OT Summary of Outcomes } Group



Form : AS152 OT Moving/Handling Risk Assessment – Basic

Form : AS231 ROVI Review } Group

Form : AS231a ROVI Review (Care Act) } Group

Form : AS248 13 week Telecare Lifeline Referral

Form : AS257 Lighting Assessment

Form : AS258 Dual Sensory Loss Functional Assessment



Letter : AS057 OT Waiting List



Letter : AS127 OT Top Up - Team Manager letter to customer


Letter : AS130 OT/ROVI Review/Assessment Letter


Letter : AS246 Summary of Outcomes Letter


Task : Pass for Clinical Authorisation (MAND)

Task : Hearing Loss Assessment Required

Task : ROVI Assessment required

Task : Please complete OT/ROVI admin tasks and finish ep


Form : AS140 OT

Major Adaptation Data

Collection (MAND)

Form : AS305a Major

Adaptations

Questionnaire (MAND)

Letter : AS305

Adaptations

Questionnaire Letter

End

No longer

required

End

C11 – OT/ROVI Review / Reassessment 10/10/2016

Page C2

PAT

Assessment

(send early)

Page C17

Community

Connections

Service Provision

(send early)

Page C10

End

Independent

Advocate

Referral

(send early)

Page C19

Review /

Reassessment

Page C4

Cutover –

Adult OT/ROVI

Review /

Reassessment

OUT OF HOURS

REFERRAL

Initial Referral

Contact

(Open Case)

Page C1

DEAD END


brought forward (Dead End)

Advice/Information

given (Dead End)

New Information

Noted

Information has been passed

to Childrens Services (Dead End)

Form : AS171 Out of Hours Manager Log (MAND)

Task : Review OOH Log and finish episode (MAND)

Task : Pass OOH information to Mental Health Act

Referral Coordinator

C12 – OOH Referral 10/10/2016

START

ad-hoc

Adult

Safeguarding

Page C9

DEAD END

The Social Worker will fill in the FAS Referral and Mental Capacity Act

Assessment forms within this episode. They will also upload relevant COP

documents.

They will then select the Task – “Pass to FAS Team to confirm acceptance of Referral”, and send it to the FAS Team. If the FAS team are willing to progress the

referral, they will complete the task and move to the next episode. If not, they

will reject the task and return it to the Social Worker with an explanation.

FAS REFERRAL

Referral accepted

by FAS team

FAS ONGOING

Referral rejected

by FAS team

FAS no longer

required

DEAD END

FAS no longer

required

DEAD END

While the case is awaiting action by the FAS team, it will sit on a waiting list

and the FAS Ongoing episode will be assigned to the “FAS Virtual Worker”.

When it is ready to be investigated it will be assigned to a real worker.

The FAS Monitoring form will be updated by the FAS worker so that the Social

Worker can see a summary of the current state of the case. Full details will not

be recorded on Frameworki, but on the CASPAR system.

The presence of the FAS Ongoing episode on the Frameworki front screen will

indicate to the Social Worker that FAS are involved.

FAS Wokers will have read only access to Frameworki, except for the

ability to update the FAS REFERRAL and FAS ONGOING episodes.

They will also be able to update the NEW FINANCIAL ASSESSMENT

episode so that they can fill in form FSA3.

They also need to be able to set up Worker Relationships and view

assessed customer charge, and care package / PB details

Form : AS201 FAS Referral (MAND)


+ Court of Protection Forms (filled in off-system and uploaded to Fwi)

Task : Pass to FAS Team to confirm acceptance of Referral (MAND)

Form : AS218 FAS Monitoring (MAND)

PROFESSIONAL

SUPPORT ONLY

Review /

Reassessment

Cease

Professional

Support

(Dead End)

FAS

Ongoing

Page C4 END

Form : AS012 Professional Support Only Plan (MAND)


Task : Pass to Admin to distribute Plan

Letter : AS255 Out of county relocation notification

C13 – FAS & Professional Support Only 10/10/2016

START

ad-hoc

Page C2

DOLS

REFERRAL

DOLS -

SUSPICION OF

UNAUTHORISED

DOLS

DOLS STANDARD

AUTHORISATION

ASSESSMENT

DoLS Standard

Authorisation Assessment

DoLS Extension to

Urgent Authorisation

DOLS EXTENSION

TO URGENT

AUTHORISATION

Request for SDS Review –

bring forward scheduled Review

DEAD END

DoLS Request Withdrawn

DoLS Not Granted

IMCA Appointed

DEAD END

Extension Granted

Extension Not Granted

DoLS

Authorised

(start early) DoLS

Declined

(start early)

DoLS Extension

To Urgent Authorisation

(start early)

Managing Authority

makes Application

Unauthorised

DoLS

Assessment

DEAD END

Claim is frivolous

or vexatious

/

IMCA Appointed

Case

Closure

(Adults)

Page C6

DOLS

AUTHORISED

DEAD END

RPR appointed

RPR terminated

IMCA Appointed

IMCA terminated

''Paid' Rep appointed

''Paid' Rep terminated

DOLS DECLINED

DoLS Application to

the Court

Of Protection

Page C15

No Further Action for DoLS

- other workflow continues

DoLS Unauthorised

DEAD ENDPage C6

Case

Closure

(Adults)

DOLS -

UNAUTHORISED

DOLS ASSESSMENT

DoLS

Referral

See right DEAD END

No Further Action

for DoLS – other

workflow continues

Case

Closure

(Adults)

DEAD END

C14 – DoLS 10/10/2016

Page C6

START

ad-hoc

START

ad-hoc

DOLS IN THE

COMMUNITY COP

STREAMLINED

PROCESS

Court Order Granted

Application Withdraen

Page C3

DEAD END

DoLS Request Withdrawn

DoLS Not Granted

DEAD END

DOLS - UPDATE

AUTHORISED DOLS

DOLS PART 8

REVIEW

DoLS

Part 8

Review

DOLS

SUSPENSION

DoLS

Suspension

DOLS CEASED

DOLS -

APPLICATION TO

THE COURT OF

PROTECTION

Application to the

Court of Protection

DEAD END

RPR appointed

RPR terminated

IMCA Appointed

IMCA terminated



DoLS Referral

Page C14

DoLS Referral

DoLS

Ceased

New DoLS Referral

requested from

Managing Authority

& received

Page C14

DoLS Referral

New DoLS Referral

requested from

Managing Authority

& NOT received

Page C14

Suspicion of

Unauthorised DoLS

DoLs continues to be authorised

DoLS continues but

with different conditions

RPR appointed

RPR terminated

IMCA Appointed

IMCA terminated



DEAD END

DoLS to be ceased

& Case Closure (Adults)

Page C6

DoLS to be ceased –


RPR terminated

IMCA terminated


DEAD END

DoLS Suspension

Expiry Reminder

DOLS SUSPENSION

EXPIRY REMINDER

DoLS

Ceased

DoLs

reinstated

DEAD END

DoLS to be ceased –


DoLS to continue unchanged

DoLS to continue –

change in conditions

Court Authorised DoLS

DEAD END

DoLS to be ceased &

Case Closure (Adults)

Page C6

DoLS

Authorised

Page C14

DOLS Authorised

DoLS

ceased

C15 – DoLS 10/10/2016

START

ad-hocPage C14Add DoLS Ceased form

Add a new DoLS Suspension form

DEAD END

Add DoLS Ceased form

DEAD END

DAAT

CONTACT

Welfare Benefits

Advisor Referral

(start early)

WBA REFERRAL

SCOPE

Residential Services such as Rehab will be put through Frameworki.

This includes ad-hoc purchases such as for pet care, clothing or travel.

Nursing care such as inpatient detox will be put through Frameworki.

Non-Residential Services, such as Day Care Activities including 1 -1

counselling / group therapy sessions will be put through Frameworki.

Strucutured Day Care services will not be handled in Frameworki.

Purchase Services

- DAAT

(start early)

Referral & assesment completed with

customer by Addaction or WSCC

Social Worker. Case Management

records held on ‘HALO’ system

FINANCIAL

ASSESSMENT

Form : AS001 Initial Referral (MAND) filled in proportionately


Purchase Order raised on Frameworki by DAAT Assistant

Care Manager

Equivalent of FSA4 Consent form required

Purchase authorised by DAAT Commissioning Manager

If form FSA8 (notification of early discharge) is received, it

is forwarded by DAAT to the Agency Payments team to

amend the Purchase Order.

NFA

END

PURCHASE

SERVICES DAAT

Update

Services

/

NFA

END

Case Closure

(Adults Services)

Page C6

Residential Charging

- Short Stay


Form : PS18 RESIDENTIAL - Rehab Marjorie Cobby

Letter : PS20 Res Rehab Block Placements CC Actual+

Letter : PS21 Res Rehab Block Placements Provisional

Letter : PS22 Res Rehab Spot Placements CC Actual

Letter : PS23 Res Rehab Spot Placements CC Provisional




Task : Pass to Social Worker for Additional Information

C16 – DAAT 10/10/2016

START

ad-hoc

Page F4

START

ad-hoc

PAT

ASSESSMENT

No Next Action

following

PAT Assessment

End

Form : AS015 PAT Assessment (MAND)


Task : Send to Manager to Sign-off PAT Assessment and agree Case Closure

C17 – PAT 10/10/2016


Page C1b – Adults Initial Assessment

Page C2 -Assessment



Page C2

Assessment

(Community Team)

(start early)

Independent

Advocate

Referral

(send early)

Page C19

PAT Review /

Reassessment

Page C4

Standalone

Carer

Assessment

(Duty worker)

Page C7

ADULTS CASE

AUDIT

Audit Completed

End

Form : AS021 Case Audit Report (MAND)

C18 – Case File Audit & S.48 Protection of Property 10/10/2016

START

ad-hoc

S.47 PROTECTION

OF PROPERTY

S.47 Protection of

Property Completed

End

Form : AS263 PoP Inventory of Property

Form : AS264 PoP Checklist for first Visit

Form : AS265 PoP Checklist for future visits

Form : AS267 PoP Form of Indemnity

Form : AS268 PoP Checklist (MAND)

Task : Pass to Team Manager for sign-off (MAND)

Task : Admin liaise with Social Worker regarding

customer circumstances

Task : SW contact FAS team

START

ad-hoc

Purchasing –

other outside PB

(send early)

S.47 Protection of

Property Follow Up

Page P2

Page C1 – Initial Referral & Contact (Open Case)

Page C2 -Assessment



C19 – Independent Advocate Referral & Transition Planning 10/10/2016

START

ad-hoc

INDEPENDENT

ADVOCATE

REFERRAL

Form : AS304 Independent

Advocate Referral (MAND)

Task : Triage - please review

referral (MAND)

Independent

Advocate

appointed

Independent

Advocate

Referral

not appropriate

End End

TRANSITION

PLANNING

Transition to

Adults Services

Planning

Form : CYP090 Transition to Adults Services Planning (MAND)

Form : AS001b Initial Referral

Form : AS016 Adults Initial Assessment


Task : Confirm responsibility for this Young Person has been

passed to Adults Services (MAND)

Task : Confirm that a referral has been received by Adults and

will be duly considered (MAND)

Task : Please add details to Transition Plan

Transition Planning

completed –

Assessment for

Adults Services

required

Transition Planning

completed –

Adults Assessment

not required

(Dead End)

No Further

Action –

Transition

not required

End End

Contact (Child or Young Person)Child and Family Plan Review

Child and Family Plan Review (Disability)Choice Review

First / Second / Subsequent LAC ReviewFirst / Second / Subsequent LAC Review (Adoption)

Initial Child Protection Conference (Part 1)Review Child Protection Conference (Part 1)

Review Pathway PlanYoung Carer Review


Page C2 -Assessment



Page C7-8 – Carer workflow

C9 – Adult Safeguarding

C11 - Adult OT/ROVI Review / Reassessment

Independent

Advocate

Referral

START

ad-hoc

Page C1

Page C2

Transition Planning

completed –

Carer Assessment

required

Page C7

Transition Planning

completed –

Assessment from

PAT required

Page C19

PURCHASING

- PERSONAL

BUDGET

Direct

Payments

Finance

Episode started

in error –

no further

action required

End

Service

Quality

Contact

Update

Services

(Dead End)

End

Support

Planning

Page C3

Case

Closure

(Adults

Services)

Page C6

Purchasing –

Personal Budget


Task : Pass to Non Residential Charging or DP Team to attach charge

Task : Request for Shared Lives Service Purchase

Task : Pass to Local Finance to amend Residential purchase

Task : Pass to Local Finance for Short Stay Residential purchase

Task : Pass to Local Finance for Rolling Respite purchase

Task : Budget variation required (temporarily available)

Letter : PS24 Home Letter

SERVICE

QUALITY

CONTACT

Service

Quality

Contact

(42 days)

NFA

End

Res Purchasing

Activities

Complete

(Notification

outcome)

End

Non-Res

Service ended

(Dead End)

(Notification

outcome)

End

Non-Res

Service ended

(further purchases)

(Dead End)

(Notification

outcome)

End

Form : PS02 Questionnaire - SDS

Customer Monitoring (MAND)

Task : Send for Approval (MAND)

P1 - Purchasing flow 10/10/2016

START

ad-hoc

Page F6



Page P3 – Close / Amend

Traditional Purchase

PURCHASING

- RESIDENTIAL

OUTSIDE PB

Episode started

in error –

no further

action required

End

Update

Services

(Dead End)

End

Residential

Charging

– Long Stay

Purchasing

Activities

Complete

(Notification

outcome)

Support

Planning

Page C3

Letter : FS - Deceased Closure - Final Invoice Letter : FS - Deceased Closure - Final Invoice & Unpaid Letter : FS - Deceased Closure - Refund Due Letter : FS - Deceased Closure - Adjust Final Invoice Letter : FS - Deceased Closure - Adjust Final Inv & UnpaidLetter : FS - Indemnity Form Letter : FS - Indemnity Form Chaser Letter : PS24 Home LetterLetter : PS25 Home Run OutLetter : AS200 RESIDENTIAL - Property Disregard

End

Case

Closure

(Adults

Services)

(send early)

Page C6

PURCHASING

- OTHER

OUTSIDE PB

Form : AS013 Purchasing Outside PB Instruction form (MAND)

Task : Approve Purchase outside PB (MAND)

Task : Pass to Purchasing team

Update

Services

(Dead End)

End

Episode started in error –

no further action required

End

Review Purchase

outside PB (ongoing

purchases only)

Case

Closure

(Adults

Services)

Page C6


START

ad-hoc

Page F4

START

ad-hoc




Page C3 – Support Plan


Deferred

Payment

amended

(notification

outcome)

End

Debt

Reminder

Page F7

Deferred

Payment

Agreement

- Purchase

Page F8

PURCHASING - CLOSE /

AMEND TRADITIONAL

(NON-RES)


Form : PS39 - Joint Funding Form

Form : PS12 - RESIDENTIAL - Third Party Top Up Agreement

Task : Request for Shared Lives Service to cease service




Task : Request for Vendor Set Up

Task : Pass to Local Finance to amend Residential purchase

Task : Request for Shared Lives Service to amend Purchase

Task : COMM - Pass to Commissioning Team to Amend Commissioned Dom Care

Task : Pass to Non Residential Charging or DP Team to attach charge

Letter : PS24 Home Letter

Episode started

in error –

no further

action required

End

Update

Services

(Dead End)

End

Service

Quality

Contact

Case

Closure

(Adults

Services)

Page C6


START

ad-hoc

Page P1



Non-Res

Service

ended

(Notification

Outcome)

End

Non-Res

Service

ended

(further

purchases)

(Notification

Outcome)

End

PURCHASE

SERVICES –

BLOCK

Update Services

DEAD

END

No Further Action

DEAD

END

Form : PS30 Adults' Services Block Contract Form

Form : PS36 Block Contract Record


Letter : PS31 Block Contract Set Up Letter

Letter : PS32 Block Contract Annual Uplift Letter

Letter : PS33 Block Contract Uplift Letter

Task : Pass to Contracts Manager for Confirmation of Vendor Set Up

Task : Pass to Contracts Officer to set up SAP Invoice for Vendor

Task : Pass to Contracts Officer to update Block Contract Spreadsheet




Task : Pass to Social Worker for Additional Information

PURCHASING -

CARER

Update Services

(Dead End)

End

Revise Standalone

Carer Support Plan

Page C7






START

ad-hoc

Page C7START

ad-hoc

WELFARE

BENEFITS

ADVISOR

REFERRAL

WBA Arrange Visit

WBA ARRANGE

VISIT

Arrange Postal Assessment

ARRANGE

POSTAL

ASSESSMENT

Full Cost

Financial

Assessment No Further Action

for Finance

DEAD END

New

Financial

Assessment

Financial

Reassessment

Partner To Be Assessed

Partner To Be Postally Assessed

Benefits Claimed For Partner

NFA for Finance

DEAD END

Full Cost

Financial

Assessment

WBA Arrange

Next Visit

Arrange Postal Assessment

WBA Arrange Visit

Arrange

Next Postal

Assessment

Page F2 Page F3 Page F2

Page F2

F1 - Finance flow 10/10/2016

START

ad-hoc

Page C2 – Assessment

Page C4 – Review Reassessment

Page C5 – Short Term Services

Page C16 – DAAT Contact

Page F2

Page F3 Page F2

WBA

REFERRAL

REQUIRED

START

ad-hoc

Welfare Benefits

Advisor Referral

WBA ARRANGE

NEXT VISIT Arrange Next

Postal Assessment

ARRANGE NEXT

POSTAL

ASSESSMENT

WBA Arrange

Next Visit

And other

outcomes

as per

first visit

Page F2

Awaiting

Benefits

Claim –

No financial

Assessment

Required

Arrange

Next Postal

Assessment

And other

outcomes

as per

first postal

assessment

NEW FINANCIAL

ASSESSMENT

WBA Arrange

Visit

WBA Arrange

Next Visit

Page F1

Request

Additional

Information

Full Cost

Financial Assessment

FULL COST

FINANCIAL

ASSESSMENT

Awaiting

Benefits

Claimed

Benefits Claimed For Partner

Update Maximum Ability To Pay

NFA for Finance

DEAD END

Residential

Charging –

Long Stay

Page F4

Non-Residential

Charging SDS

Non-Residential

Charging Traditional

Non-Residential

Charging

Short Term Services

Page F5

Residential

Charging

Residential

Charging

– Long Stay

Page F4

Non-Residential

Charging SDS

Non-Residential


Non-Residential

Charging

Short Term Services

Page F5


NFA for Finance

DEAD END

AWAITING

BENEFITS

CLAIMED

Awaiting

Benefits

Claimed

Financial

Reassessment

Page F3 DEAD END

NFA for

Finance

REQUEST

ADDITIONAL

INFORMATION

Request Additional

Information

WBA

Arrange

Visit

Financial

Reassessment

Page F3

New Financial

Assessment

Full Cost

Financial

Assessment

Arrange Postal

Assessment

Arrange Next

Postal

Assessment

DEAD END

NFA for

Finance

Page F1

as above

as right

Page F1

Runout –

Financial

Assessment

Page F3


Page F1

Page F1

Page F3

Page F3

Page F3

Financial Assessment

with Property completed

(notification outcome)

DEAD END

WBA Arrange

Next Visit

Page F1

Customer is full cost –

Arrangement Fee may apply


Arrangement Fee

may apply

Page F5

Page F5

FINANCIAL

ASSESSMENT

APPEAL

FINANCIAL

REASSESSMENT

Financial

Reassessment

NFA for Finance

DEAD END

Financial Assessment Appeal

WBA Arrange Visit

WBA Arrange

Next Visit

Page F1

Full Cost

Financial

Assessment

Page F2

DEAD END

NFA for Finance

Benefits Claimed for Partner


Residential

Charging

Residential

Charging

- Long Stay

Page F4

Non Residential

Charging SDS

Non Residential


Non Residential

Charging

Short Term

Services

Page F5

Request

Additional

Information

(start early)

Page F2

Financial

Assessment

Appeal

Awaiting

Benefits

Claimed

Page F2

Non Residential

Charging SDS

Non Residential


Non Residential

Charging

Short Term Services

Page F5


START

ad-hoc

START

ad-hoc

Page F1

Page F2


Arrangement Fee

may apply

Page F5

RESIDENTIAL

CHARGING –

LONG STAY

NFA for Finance

DEAD END

Deferred

Payment

Agreement

Debt Reminder

Page F7

RESIDENTIAL

CHARGING –

SHORT STAY

RESIDENTIAL

CHARGING –

SHORT STAY

SDS

NFA for

Finance

DEAD END

Deferred

Payment

Agreement

As left

Debt

Reminder

Page F7

RESIDENTIAL

CHARGING

Non Residential

Charging SDS

Non Residential


Non Residential

Charging Short Term Services

Page F5

Residential Charging –

Short Stay

Residential Charging –

Short Stay SDS

As below


Page P2 – Purchasing –

Residential Outside PB

Page C16 –

Purchasing – DAAT

Page F2 /

3 / 5 / 7

Page F2

Page F3

Page F5

/ F7

START

ad-hoc

START

ad-hoc

START

ad-hocSTART

ad-hoc

Page F8

NON-RESIDENTIAL

CHARGING –

SDS

NON-RESIDENTIAL

CHARGING -

TRADITIONAL

NFA for Finance

DEAD END

Debt

Reminder

Page F7

Direct

Payments

Finance

Page F6

DEAD ENDPage F7 Page F6

NFA for Finance

Debt

Reminder

Direct

Payments

Finance

NON-RESIDENTIAL

CHARGING –

SHORT TERM

SERVICESNon-Residential

Charging

Traditional


Page C5 Short Term Services

Page F2 / 3 /

4 / 6 / 7

Page F2 / 3 /

4 / 6 / 7

Page F2 /

3 / 4 / 6 / 7

START

ad-hoc

START

ad-hoc

START

ad-hoc

Non-Residential

Charging

SDS

NON-RESIDENTIAL

CHARGING –

OUTSIDE PB

Page C3

Support

Planning

Set up

Arrangement

Fee Charge

Page C6

Case

Closure

Cease

Arrangement

Fee Charge

START

ad-hoc

Debt

Reminder

Page F7 DEAD END

NFA for

Finance

Customer no

longer full cost –

cease Arrangement

Fee charge

Page C7

Standalone

Carer Support

Plan

Customer no

longer full cost –

please update Support Plan

Page C3

Set up

Arrangement

Fee Charge

DIRECT PAYMENTS

FINANCE

DIRECT PAYMENTS

MONITORING

Direct

Payments

Monitoring

(send early)

NFA for Finance

DEAD END

NFA for

Finance

DEAD END

Direct

Payments

Finance

Non-Res Charging

SDS / Traditional /

Short Term Srvcs

(send early)

Page F5

Direct

Payments

Closure

(notification

outcome)

Non-Residential Charging –

Traditional / SDS / Short Term Services

(send early)

Page F5

Record Refund

of Surplus

(send early)

F6 - Finance flow 10/10/2016Page P1 – Purchasing

– Personal Budget

START

ad-hocPage F5

Page P1

Direct Payment

Surplus

Notification

(Notification Outcome)

DEAD END

Debt

Recovery /

Debt to be

written off

Page F7

DP Finance

activities complete

– budget to be closed

(Notification outcome)

DEAD END

DEAD END

DEBT

REMINDER

DEBT

RECOVERY

Debt

Reminder

Debt Recovery /

Debt to be Written OffNFA for Finance

DEAD END

NFA for Finance

Refer to Legal – NFA

Debt write off - NFA

DEAD END

Non Residential

Charging SDS

Non Residential


Non Residential

Charging Short Term

Services

Page F5

Residential

Charging

- Long Stay

- Short Stay

- Short Stay SDS

Page F4

Debt

Recovery


START

ad-hoc

START

ad-hoc

Page F4 /

F5 / F6


DEFERRED

PAYMENT

AGREEMENT

Debt

Reminder

Page F7

Deferred

Payment

Agreement

NFA for

Finance

DEAD END

Purchasing –

Residential

outside PB

Page P2

Form : FS – Deferred Payment - Legal Charge Referral

Form : FS – DPA & Legal Charge Checklist

Form : FS – Legal Charge Checklist

DPA not

proceeding

– Full Cost

(notification

outcome)

DEAD END

Deferred

Payment

Monitoring

DEFERRED

PAYMENT

MONITORING

Form : Deferred Payment Monitoring

Form : Deferred Payment Redemption

Form : FS – DPA Legal Charge Cancellation Form

Form : Deferred Payment (Corelogic)

Deferred

Payment

Monitoring

NFA for

Finance

DEAD END

Debt

Reminder

Page F7

START

ad-hoc

Deferred Payment

Sustainability Check

Referral

(send early)

DEFERRED

PAYMENT

SUSTAINABILITY

Form : Sustainability Calculator (MAND)

Form : FS - Deferred Payment – Legal

Charge Referral

Task : Please consider Deferred Payment

sustainability

DPA approved

DPA not

approved

(notification

Outcomes.

Send Early)

ENDDPA in

place

END

START

ad-hoc

Page C2

Page C2

DPA not

being

Progressed

(notification

outcome)

END

DPA not

approved –

self top-up

action required

(notification

outcome)

END

DEAD END

Deferred Debt reaching

Equity Limit –

action required


Deferred

Payment

to cease

(send early)

Deferred

Payment –

interest

invoice

Required

(send early)

Deferred

Payment

Monitoring

Deferred

Payment

Approved

– Purchase

Required

C3a

Deferred

Payments

Charges

to Cease

Deferred

Payment –

interest

invoice

required

Deferred Debt reaching

Equity Limit –


DEAD END

Adults Services - westsussexcpd.co.uk · Episode Flow Diagrams 10/10/2016 Episode Flow diagrams...

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Transcript of Adults Services - westsussexcpd.co.uk · Episode Flow Diagrams 10/10/2016 Episode Flow diagrams...