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Plan My Care Brokerage Training

Plan My Care Brokerage Training. Working in partnership with Improvement and Efficiency South East. What is Plan My Care? Overview of support planning The business process The golden thread Getting Started Logging in to Plan My Care Receiving new clients Brokerage Admin dashboard

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Plan My Care Brokerage Training

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

  2. What is Plan My Care? Overview of support planning The business process The golden thread Getting Started Logging in to Plan My Care Receiving new clients Brokerage Admin dashboard Starting a plan Building a plan Personal Outcomes Actions and costs Initial Review Progressing a plan Submitting a plan to care management View rejected plans Reviewing an active plan Brokerage Training

  3. Plan My Care Training What is Plan My Care? Working in partnership with Improvement and Efficiency South East

  4. Overview of support planning Eligibility Assessment Services offered by Providers Shared Assessment Questionnaire Provider 1 Personal outcome 1 Support action 1 Provider 2 Personal outcome 2 Support action 2 Provider 3 Assessed Outcomes Support action n Provider n Personal outcome 3 IndicativeAllocation Personal outcome n

  5. Overview of support planning Evaluation of personaloutcomes Provider 1 Personal outcome 1 Support action 1 Provider 2 Personal outcome 2 Support action 2 Provider 3 Support action n Provider n Personal outcome 3 Feedback on providers Personal outcome n Identify popular support options to drive market shaping activity Determine market drivers for choice of specific providers Identify categories and themes of personal outcomes

  6. Overview of the business process Assign Broker Wkr AcceptClient AllocateBrokerage New Client Supportplanning Assessment completeBudget allocatedAllocate client to brokerage Suggest changes Initial Contactbefore planning For CM Review Not approved Submit plan to CM FinancialAssessment For Approval Submit to panel Approved Client Contribution Panel ApprovedFunds released to LA Active Payment madeStart of service letter

  7. The golden thread AssessmentOutcomes PersonalOutcomes IndicativeAllocation Actions and Costs Client’sNeeds Client’sProgress Self Assessment Questionnaire Support Plan

  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. Plan My Care Training Getting Started Working in partnership with Improvement and Efficiency South East

  10. Getting Started • Logging in to Plan My Care • Navigation within Plan My Care

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

  12. Navigation • Header: • Login, user logged in, user’s role, logout • Dashboard | New Client | Community

  13. Navigation • Dashboards: • Number of plans in different states • Access to a list of plans by clicking on the numbers in the dashboard

  14. Navigation • Lists of plans: • Lists of plans in a given state • Actions that can be taken on the plan

  15. 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

  16. Plan My Care Training Broker Admin Working in partnership with Improvement and Efficiency South East

  17. Broker Admin • Receiving new clients from IWC • Accepting a new client • Allocating a client to a broker worker

  18. Receiving new clients from IWC • New Clients appear in the Broker Admin Dashboard • Clients need to be accepted • Referral form • Consent • Clients can then be allocated to a Broker Worker • Broker Worker then makes initial contact with the client • Broker Worker can then create the Support Plan for the client • Broker Worker then submits the plan for approval

  19. Broker Admin Dashboard

  20. Accepting a New Client • Click “Accept Client” on the list of New Clients • Displays a summary of the client details • Confirm that the referral form has been received • Client moves into “Allocate Client” list

  21. Allocating a Client to a Broker Worker • From the list of unallocated clients, click Allocate worker • Select the Primary and Other workers if required

  22. Workshop 1 - Optional • Log in to Plan My Care • You will all be given a sheet with the details of an assessed client • Broker Admin • View New Clients • Accept a New Client • Allocate Client to Broker Worker

  23. Plan My Care Training Broker Worker Working in partnership with Improvement and Efficiency South East

  24. Broker Workers • Make initial contact with new clients • Review client details • Planning with the client • Outcomes, actions, progress

  25. Broker Worker Dashboard

  26. Initial Contact with a New Client • Once a client has been allocated to a broker worker, the client will appear in their New Clients • Each New Client needs to be contacted before planning can start • Broker Worker can view the plan before contacting the client

  27. Review New Clients • All new clients have: • Personal details, Indicative allocation, Assessment outcomes

  28. Initial Contact with a New Client • Make and record the initial contact with the client • Tick Contact Made and Click Save

  29. Review New Clients • All new clients need: • Personal details, Indicative allocation, Assessment outcomes

  30. Workshop 2 • Log in to Plan My Care • Broker Worker • View New Clients • Record initial contact with client

  31. Plan My Care Training Building a Plan Working in partnership with Improvement and Efficiency South East

  32. 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

  33. Accessing a plan • From the dashboard, client on the total of clients “In Planning” • Select the client from the list, click View Plan

  34. Circle of Support • Before planning, record the client’s circle of support • Displays Care Management, Brokerage Workers • Option to add Friends, Family

  35. Planning with the client • About Me  Outcomes  Actions  Initial Review  Plan Validation

  36. Planning with the client • About Me  Outcomes  Actions  Initial Review  Plan Validation

  37. Planning with the client • About Me Outcomes  Actions  Initial Review  Plan Validation

  38. Planning with the client • About Me  Outcomes  Actions  Initial Review  Plan Validation

  39. 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

  40. Workshop 3 • 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?

  41. Plan My Care Training Progressing a Plan Working in partnership with Improvement and Efficiency South East

  42. Progressing a plan • Once a plan is complete it needs to go through an approval process • Submit your plan to care management • Care management process the plan • Submit plan to panel • Wait for decision from panel • Record the panel decision on the plan • Approve or Reject • Reject Plans are returned to In Planning for the Broker Worker • Activate approved plans • When a plan is active you can • Review an active plan

  43. Submit the plan to Care Management • From the My Plan tab, click Submit Plan to Care Management:

  44. Submit plan to Care Management • Confirm the submission to care management:

  45. Approved and Rejected Plans • Care management will pass the plan to panel for approval • The panel decision will be recorded in Plan My Care • Approved Plans become Approved Plans in the Dashboard • Wait for Care Management to activate the plan • Reject Plans are returned to In Planning in the Dashboard • Go back to the plan • Make modifications • Re-submit the plan

  46. How does a plan become active? • After a plan is approved: • VFO calculates the client contribution • Agreement is sent to the client to be signed and returned • Client is informed of the client contribution they are expected to make • Personal Budget Admin Office receive the signed agreement • Copy of the signed agreement handed to care management • When agreement has been received from the client • Care management activate the plan

  47. Reviewing active plans • You can review the status of the client at any time once the plan has become active • Select the plan from the Active Plans list • On the My Plan tab, click Review My Outcomes:

  48. Reviewing active plans • Click star rating for each outcome • Used to assess client’s progress towards meeting outcomes

  49. Workshop 3 • Submit the client’s plan to Care Management • Wait for decision from IWC • View a rejected plan • Review an active plan

  50. What is Plan My Care? Overview of support planning The business process The golden thread Getting Started Logging in to Plan My Care Receiving new clients Brokerage Admin dashboard Starting a plan Building a plan Personal Outcomes Actions and costs Initial Review Progressing a plan Submitting a plan to care management View rejected plans Reviewing an active plan Brokerage Training - Summary

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