Fits your IT requirements Fits your workforce Fits your citizens

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

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

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

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

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

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

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

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

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

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

Brian fills in the online self- assessment form. Is Brian eligible?

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?

CareDirector is constructed so that the council can configure the local eligibility criteria and resource allocation system. CareDirector is constructed so that the council can configure the local eligibility criteria and resource allocation system.

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.

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 about this enquiry.

Referrer Approval and Allocation Liz accesses Brian’s self- assessment form and evaluates whether he meets the eligibility criteria. REFERRAL APPROVAL AND ALLOCATION

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

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 and then by telephone to confirm that he may be eligible for support and that she will be working with him. BRIAN’S NEEDS

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. This is displayed on the My Money step. Mandy also schedules an appointment to meet Brian at his home. As they speak Mandy and Brian both access the needs assessment, discuss it and agree how it should be updated. Brian is accessing information on the CareDirector Citizen Portal and Mandy through Microsoft Outlook on her PC. BRIAN’S NEEDS

Once Brian’s needs assessment and financial assessment are complete, his indicative budget allocation will be known. This will become the personal budget once the support plan is approved. BRIAN’S MONEY

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

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 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

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

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 FEEDBACK

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

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