Multiple delivery channels including accessible Self-Directed Support PortalSupport service user and care worker collaborationDirect input into their own social care requirementFits your citizenswww.careworkssoftware.com

A case management system for social workers and care managersCareDirector comes in four parts:www.careworkssoftware.com

A citizen portal for social care users, their families and their carersCareDirector comes in four parts:www.careworkssoftware.com

A financial management system to manage the purchasing of servicesCareDirector comes in four parts:www.careworkssoftware.com

A business intelligence system to produce management informationCareDirector comes in four parts:www.careworkssoftware.com

CareDirector is designed so that care professionals can choose the interface that suits them best Web browser Microsoft Outlook Lotus Notes Mobile deviceswww.careworkssoftware.com

Brian Brown is a recently retired single man. Following an illness, he needs some care support from his local agency. Is Brian eligible?www.careworkssoftware.com

Brian accesses the CareDirector citizen portal where he can direct his own care support.

Self-Directed Support is available following a simple five-step plan.

Brian can also access a knowledgebase to learn more about planning and managing his support.

The agency can configure the local self-assessment and financial assessment forms to a local resource allocation system to assign individual and personal budgets. Brian would like to check if he meets the eligibility criteria and if there is any funding available to him.

Brian fills in the online on line eligibility assessment form.

CareDirector indicates that Brian may meet the eligibility criteria and suggests that he registers to be assessed for a service. He records some basic demographic details and submits his registration to his local agency.

Referral Approval and AllocationLiz Wheatley is Manager of the intake team at the local agency. The intake team is responsible for taking inquiries over the telephone, at local neighbourhood offices or via the CareDirector Citizen Portal. www.careworkssoftware.com

The agencys customer charter says that all inquiries must be responded to within one working day. CareDirectors workflow engine creates a task for Liz to ensure that this delivery target is met.Liz sees a new portal inquiry from Brian Brown. She is also alerted by email about this inquiry

Referrer Approval and Allocation

Liz accesses Brians eligibility assessment form and evaluates whether he meets the eligibility criteria.

She decides to allocate the referral to Mandy Oliver who will work with Brian Brown to assess his needs and plan his support.

An automated email is sent to Mandy Oliver and Brian Brown to say this has happened.

They agree that they will work together to complete his needs assessment, financial assessment and support plan to determine the appropriate support for Brian.

Mandy contacts Brian by email and then by telephone to confirm that he may be eligible for support and that she will be working with him.

As they update and save the needs assessment, it is being checked against the agencys resource allocation system to see how much Brians indicative allocation might be. Mandy also schedules an appointment to meet Brian at his home.Both Mandy and Brian access the needs assessment form, discuss it and agree how it should be updated.

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Once Brians needs assessment is complete, his indicative budget allocation is known and displayed in Step 2 My Money. This will become the personal budget once the support plan is approved.

Brian would like to know how much he is likely to have to pay towards the cost of his support services. To do so he completes an online financial assessment.

Once Brians financial assessment is complete, his indicative weekly charge is known and displayed on the portal.

Once Brians financial assessment is complete, his indicative weekly charge is known and displayed on the portal.

Mandy and Brian now begin to work on his Support Plan and complete the form online.

Mandy and Brian now begin to work on his Support Plan and complete the form online.

Brian indicates that he would like to receive some of his money via a Direct Payment and for his Home Care to be commissioned by the agency. Mandy accesses CareDirector and records the services agreed.

CareDirector workflow creates a task for Mandys Manager to approve Brians support plan and services. Once this is done Brians personal budget and charges are confirmed and CareDirector sends a confirmation email to him.CareDirector also creates a task for Mandy to schedule a support review in six months time.

Brian now can access details of:- The services purchased on his behalf by the agency- Purchase his own services e.g. through online marketplaces- Look at services available in his area provided by the council

He can also access:- His profile to record any changes in his personal circumstances A shared diary showing his appointments and services His support network

My Feedback allows Brian and his local agency to monitor and review the support plan to determine if it is meeting his expected outcomes.

MY FEEDBACK allows Brian and his local council to monitor and review the support plan to determine if it is meeting his expected outcomes. My Feedback allows Brian and his local agency to monitor and review the support plan to determine if it is meeting his expected outcomes.

Fits your IT requirementsFits your workforceFits your citizensFor ADULT SERVICESTo schedule a personalized demonstration, please contact Tonya Harmon:E: tharmon@CareworksSoftware.com T: 703-628-3101www.careworkssoftware.com

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