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

Plan My Care Training

Care Management

Working in partnership with Improvement and Efficiency South East

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

What is Plan My Care?

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

IndicativeAllocation

Services offered by Providers

Eligibility Assessment

Shared Assessment

Questionnaire

Assessed Outcomes

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 personaloutcomes

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

Overview of the business process

SAQCompleted

SetupClient in

ForApproval

ApprovedApproved

ActiveActive

Supportplanning

Indicative AllocationAssessed Outcomes

Submit to panel

Panel Approved

Client signs agreementPayment schedule set up

Not approved

FinancialAssessment

Client Contribution

Start Planning

The golden thread

AssessmentOutcomes

IndicativeAllocation

PersonalOutcomes

Client’sProgress

Client’sNeeds

Actions and Costs

Self Assessment Questionnaire

Support Plan

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

Getting Started

10© 2

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© 2

Navigation

• Header:

– Login, user logged in, user’s role, logout

– Dashboard | New Client | Community

12© 2

Navigation

• Dashboards:

– Number of plans in different states

– Access to a list of plans by clicking on the numbers in the dashboard

13© 2

Navigation

• Lists of plans:

– Lists of plans in a given state

– Actions that can be taken on the plan

14© 2

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© 2

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© 2

Creating clients in Plan My Care

• Select New Client from the Menu…

17© 2

Creating clients

• All clients need:

– Personal details, Indicative allocation, Assessment outcomes, About Me

18© 2

Creating clients

19© 2

Creating clients

20© 2

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© 2

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© 2

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© 2

Building a Plan

24© 2

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© 2

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© 2

Circle of Support

• Before planning, record the client’s circle of support

• Displays Care Management, Brokerage Workers

• Option to add Friends, Family

27© 2

• About Me Outcomes Actions Initial Review Plan Validation

28© 2

29© 2

30© 2

31© 2

• Plan Validation Rules:

– Personal outcomes exist for all assessment outcomes

– Actions exist for personal outcomes

– An initial review has been recorded

32© 2

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© 2

Progressing a Plan

34© 2

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© 2

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© 2

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© 2

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© 2

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© 2

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© 2

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© 2

Rejecting a Plan

• Fill in the Rejection Reason

• Click “Confirm Panel Rejection”

42© 2

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© 2

Approving a Plan

• Enter the Approved Allowance

• Optionally enter the Client Contribution (if known)

• Click “Confirm Plan Approved”

44© 2

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© 2

Activating a plan

• Enter the client contribution

• Click “Activate Plan”

46© 2

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© 2

Reviewing active plans

• Click star rating for each outcome

• Used to assess client’s progress towards meeting outcomes

48© 2

Terminating active plans

• If a client’s 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© 2

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© 2

Planning via Brokerage

51© 2

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© 2

Allocate brokerage

• Select Brokerage from the left hand menu

• Click “Allocate Brokerage”

53© 2

Allocate brokerage

• Select brokerage

• Make sure referral for has been sent – click the tick box

• Click Save

• UPDATE THIS SCREEN SHOT

54© 2

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© 2

Return plan to brokerage

• Fill in the Reason for Return

• Click “Return to Broker” – goes back to In Planning for the Brokerage

56© 2

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© 2

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

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

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