1. Multiple delivery channels including accessible Self-Directed Support Portal Support service user and care worker collaboration Direct input into their own social care requirement Fits your citizens

2. A case management system for social workers and care managers CareDirector comes in four parts:

3. A citizen portal for social care users, their families and their carers CareDirector comes in four parts:

4. A financial management system to manage the purchasing of services CareDirector comes in four parts:

5. A business intelligence system to produce management information CareDirector comes in four parts:

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

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

8. Brian accesses the CareDirector citizen portal where he can direct his own care support. Brian accesses the CareDirector citizen portal where he can direct his own care support. Is Brian eligible?

9. Self-Directed Support is available following a simple five-step plan. Self-Directed Support is available following a simple five-step plan. Is Brian eligible?

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

12. The council 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 would like to check if he meets the eligibility criteria and if there is any funding available to him. Is Brian eligible?

13. Brian fills in the online on line eligibility assessment form. Is Brian eligible?

14. 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 council. Is Brian eligible?

15. Referral Approval and Allocation Referral Approval and Allocation Liz Wheatley is Manager of the intake team at the local council. The intake team is responsible for taking enquiries over the telephone, at local neighbourhood offices or via the CareDirector Citizen Portal. Liz Wheatley is Manager of the intake team at the local council. The intake team is responsible for taking enquiries over the telephone, at local neighbourhood offices or via the CareDirector Citizen Portal.

16. The council’s customer charter says that all enquiries must be responded to within one working day. CareDirector’s workflow engine creates a task for Liz to ensure that this delivery target is met. Referral Approval and Allocation Liz sees a new portal enquiry from Brian Brown. She is also alerted by email about this enquiry

17. Referrer Approval and Allocation Liz accesses Brian’s eligibility assessment form and evaluates whether he meets the eligibility criteria. Referral Approval and Allocation

18. REFERRAL APPROVAL AND ALLOCATION She decides to allocate the referral to Mandy Oliver who will work with Brian Brown to assess his needs and plan his support. Referral Approval and Allocation

19. REFERRAL APPROVAL AND ALLOCATION An automated email is sent to Mandy Oliver and Brian Brown to say this has happened. Referral Approval and Allocation

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

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

22. Once Brian’s 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’s Money

23. 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. Brian’s Money

24. Once Brian’s financial assessment is complete, his indicative weekly charge is known and displayed on the portal. Brian’s Money

25. Once Brian’s financial assessment is complete, his indicative weekly charge is known and displayed on the portal. Brian’s Money

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

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

28. 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 Council. Mandy accesses CareDirector and records the services agreed. Brian’s Money

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

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

31. 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 Brian’s Life

32. My Feedback allows Brian and his local council to monitor and review the support plan to determine if it is meeting his expected outcomes. Brian’s Life

33. 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 council to monitor and review the support plan to determine if it is meeting his expected outcomes. Brian’s Life

34. Fits your IT requirements Fits your workforce Fits your citizens For ADULT SERVICES To schedule a personalised demonstration, please contact Brendan Meade: E: bmeade@careworks.ie T: 07787 278700.