plan my care brokerage training working in partnership with improvement and efficiency south east

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?


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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



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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Getting Started


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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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Broker Admin


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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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Broker Worker


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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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Building a Plan


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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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• 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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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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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

plan my care brokerage training working in partnership with improvement and efficiency south east

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