plan my care brokerage training working in partnership with improvement and efficiency south east
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Plan My Care
Brokerage Training
Working in partnership with Improvement and Efficiency South East
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Brokerage Training
• 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
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Plan My Care Training
What is Plan My Care?
Working in partnership with Improvement and Efficiency South East
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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
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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
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Overview of the business process
AllocateBrokerage
AllocateBrokerage
For CM Review
For CM Review
ForApproval
ForApproval
ApprovedApproved
ActiveActive
AcceptClient
AcceptClient
Initial Contactbefore planning
Submit plan to CM
Submit to panel
Panel ApprovedFunds released to LA
Payment madeStart of service letter
Not approved
Suggest changes
FinancialAssessment
FinancialAssessment
Client Contribution
Supportplanning
Supportplanning
AssignBroker Wkr
AssignBroker Wkr
New Client
New Client
Assessment completeBudget allocatedAllocate client to
brokerage
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The golden thread
AssessmentOutcomes
AssessmentOutcomes
IndicativeAllocation
IndicativeAllocation
PersonalOutcomes
PersonalOutcomes
Client’sProgress
Client’sProgress
Client’sNeeds
Client’sNeeds
Actions and Costs
Actions and Costs
Self Assessment Questionnaire
Support Plan
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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
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Plan My Care Training
Getting Started
Working in partnership with Improvement and Efficiency South East
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Getting Started
• Logging in to Plan My Care
• Navigation within Plan My Care
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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
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Navigation
• Header:
– Login, user logged in, user’s role, logout
– Dashboard | New Client | Community
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Navigation
• Dashboards:
– Number of plans in different states
– Access to a list of plans by clicking on the numbers in the dashboard
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Navigation
• Lists of plans:
– Lists of plans in a given state
– Actions that can be taken on the plan
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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
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Plan My Care Training
Broker Admin
Working in partnership with Improvement and Efficiency South East
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Broker Admin
• Receiving new clients from IWC
• Accepting a new client
• Allocating a client to a broker worker
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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
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Broker Admin Dashboard
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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
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Allocating a Client to a Broker Worker
• From the list of unallocated clients, click Allocate worker
• Select the Primary and Other workers if required
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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
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Plan My Care Training
Broker Worker
Working in partnership with Improvement and Efficiency South East
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Broker Workers
• Make initial contact with new clients
• Review client details
• Planning with the client
– Outcomes, actions, progress
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Broker Worker Dashboard
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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
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Review New Clients
• All new clients have:
– Personal details, Indicative allocation, Assessment outcomes
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Initial Contact with a New Client
• Make and record the initial contact with the client
• Tick Contact Made and Click Save
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Review New Clients
• All new clients need:
– Personal details, Indicative allocation, Assessment outcomes
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Workshop 2
• Log in to Plan My Care
• Broker Worker
– View New Clients
– Record initial contact with client
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Plan My Care Training
Building a Plan
Working in partnership with Improvement and Efficiency South East
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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
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Accessing a plan
• From the dashboard, client on the total of clients “In Planning”
• Select the client from the list, click View Plan
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Circle of Support
• Before planning, record the client’s circle of support
• Displays Care Management, Brokerage Workers
• Option to add Friends, Family
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Planning with the client
• About Me Outcomes Actions Initial Review Plan Validation
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Planning with the client
• About Me Outcomes Actions Initial Review Plan Validation
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Planning with the client
• About Me Outcomes Actions Initial Review Plan Validation
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Planning with the client
• About Me Outcomes Actions Initial Review Plan Validation
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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
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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?
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Plan My Care Training
Progressing a Plan
Working in partnership with Improvement and Efficiency South East
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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
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Submit the plan to Care Management
• From the My Plan tab, click Submit Plan to Care Management:
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Submit plan to Care Management
• Confirm the submission to care management:
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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
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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
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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:
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Reviewing active plans
• Click star rating for each outcome
• Used to assess client’s progress towards meeting outcomes
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Workshop 3
• Submit the client’s plan to Care Management
• Wait for decision from IWC
• View a rejected plan
• Review an active plan
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Brokerage Training - Summary
• 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
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