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Working with Personal Health Budgets
& Direct Payments
Information for the voluntary sector
What’s it got to do with us?
• Its about shifting power through choice and
control from the state to the individual.
• If organisations know about Personal Health
Budgets and Direct Payments we can tell the
people we work with and give them more choice
and control over the care and support they need.
• As other funding streams diminish this should
grow.
What’s the toolkit for?
The toolkit is here to provide:
• basic information about personal budgets for both health and
social care to help you inform people you are working with. This
includes this presentation and links to case studies and
personal stories.
• information which can be used by infrastructure organisations
supporting the voluntary sector to share information with their
members.
• information for organisations to enable their boards and CEOs
to make an informed decision about the relevance of this
funding stream to their organisations future.
• A Personal Health Budget is an amount of money to
support a person’s health and wellbeing needs,
planned and agreed between the person and their local
NHS team.
• Personal Budgets are an amount of money councils can
allocate to help people who have disability, frailty or
vulnerability, get the support they want.
• A Direct Payment is the way an individual receives that
personal budget if they choose to manage it
themselves.
Personal Health Budgets, Personal
Budgets and Direct Payments
• An ISF is used when someone’s Personal Budget (or
a proportion of that budget) is lodged with a
chosen provider on their behalf. The individual
remains in ultimate control of how their money is
spent. These can be used with either social care or
health budgets.
• This is a good way of managing personal budgets
when a person does not want or is not able to
manage it themselves but still wants the control.
• Voluntary organisations could potentially be the
‘provider’ in these arrangements.
Individual Service Funds (ISFs)
Personal Health Budgets and Personal Budgets
Adults and Children eligible for social care funding have the right to have a Personal
Budget.
As of October 2014 Adults eligible for NHS Continuing Healthcare and Children eligible
for Continuing Care have the right to have a Personal Health Budget.
People have a choice as to how they receive their PHB or PB:
• Notional Budget
• Direct Payment
• Third Party Management
Why do people choose to have a PB or PHB?
• To have more choice, control and flexibility
• To employ personal assistants directly
• Consistency of staff
• Maintain support through transition
• Personal Health Budgets and Direct Payments
are paid directly to the individual on a pre-
payment card on a 4 weekly cycle.
• This means that any voluntary organisation
which is providing a service paid for by a Direct
Payment will need to be able to accept
electronic payments into a bank account and
keep appropriate records. It also means they
may want to consider how they set their
payment cycle to fit with this 4-weekly cycle.
How does the money move?
What’s Missing?
How can voluntary sector and
community organisations support?
• Information, Advice and Guidance (IAG)
• Signposting and triage
• Support Planning
• Specialist “Brokerage” Sourcing
Support to develop a Personal Health Budget
• Recruiting Carers and Personal Assistants
• Payroll/HR
• Managed account services
Support to maintain a Personal Health Budget
Training for
Carers and
Personal
Assistants
Technology
Personal
Training
Singing
lessons
Drumming
lessons
Carer/ PA
support
Hydrotherapy
Zoo
memberships
Counselling
Club/ group
memberships
Services, resources and activities for
budget holders and self funders to buy
The key features of the Age UK PICP model
Improved Wellbeing
Wellbeing has been improved
by:
• Helping older people to
become aware of their own
needs and empowering
clients to make purposeful
choices and to be in control.
• Enabling independence and
wellbeing through practical
support.
• Reducing isolation and raising
ambition by motivating clients
to re-engage with interests
and become more socially
connected.
• Providing an ‘extra arm’ of
support for older people.
One of the emerging needs for people with multiple long term conditions has been to reduce
loneliness and isolation cause by poor health and diminished social circles of support.
Di Diamonds
This was established by two volunteers in Havering who set up a programme of activities and
outings for older people including coffee mornings, knitting group, bowling, Irish Dancing, theatre
and museum outings, daytrips, restaurant outings, etc. This has grown in the last 3-4 years and it
currently has a reach of 400 older people mainly living in Havering.
Programme of activities includes:
• Two Coffee mornings every month one at the Bravo Café in Romford and one at the
Queen’s Theatre in Hornchurch
• A knitting group at the Queen’s Theatre
• One Bowling group in Romford on the first Tuesday of every month
• Irish Dancing in Forest Gate on the first Thursday on the month.
• Several outing to theatre, concerts, museums, gardens, walks each month
Di’s Diamonds Redbridge Barking
and Havering
• Scope services you currently offer that could be
bought by budget holders.
• Identify unit costs.
• Scope new services/ resources that could be
offered.
• Build a plan for sustainability.
• Marketing
• Prepare to receive funds directly from budget
holders.
What next?

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Personal Health Budgets

  • 1. Working with Personal Health Budgets & Direct Payments Information for the voluntary sector
  • 2.
  • 3. What’s it got to do with us? • Its about shifting power through choice and control from the state to the individual. • If organisations know about Personal Health Budgets and Direct Payments we can tell the people we work with and give them more choice and control over the care and support they need. • As other funding streams diminish this should grow.
  • 4. What’s the toolkit for? The toolkit is here to provide: • basic information about personal budgets for both health and social care to help you inform people you are working with. This includes this presentation and links to case studies and personal stories. • information which can be used by infrastructure organisations supporting the voluntary sector to share information with their members. • information for organisations to enable their boards and CEOs to make an informed decision about the relevance of this funding stream to their organisations future.
  • 5. • A Personal Health Budget is an amount of money to support a person’s health and wellbeing needs, planned and agreed between the person and their local NHS team. • Personal Budgets are an amount of money councils can allocate to help people who have disability, frailty or vulnerability, get the support they want. • A Direct Payment is the way an individual receives that personal budget if they choose to manage it themselves. Personal Health Budgets, Personal Budgets and Direct Payments
  • 6. • An ISF is used when someone’s Personal Budget (or a proportion of that budget) is lodged with a chosen provider on their behalf. The individual remains in ultimate control of how their money is spent. These can be used with either social care or health budgets. • This is a good way of managing personal budgets when a person does not want or is not able to manage it themselves but still wants the control. • Voluntary organisations could potentially be the ‘provider’ in these arrangements. Individual Service Funds (ISFs)
  • 7. Personal Health Budgets and Personal Budgets Adults and Children eligible for social care funding have the right to have a Personal Budget. As of October 2014 Adults eligible for NHS Continuing Healthcare and Children eligible for Continuing Care have the right to have a Personal Health Budget. People have a choice as to how they receive their PHB or PB: • Notional Budget • Direct Payment • Third Party Management Why do people choose to have a PB or PHB? • To have more choice, control and flexibility • To employ personal assistants directly • Consistency of staff • Maintain support through transition
  • 8. • Personal Health Budgets and Direct Payments are paid directly to the individual on a pre- payment card on a 4 weekly cycle. • This means that any voluntary organisation which is providing a service paid for by a Direct Payment will need to be able to accept electronic payments into a bank account and keep appropriate records. It also means they may want to consider how they set their payment cycle to fit with this 4-weekly cycle. How does the money move?
  • 9. What’s Missing? How can voluntary sector and community organisations support?
  • 10. • Information, Advice and Guidance (IAG) • Signposting and triage • Support Planning • Specialist “Brokerage” Sourcing Support to develop a Personal Health Budget
  • 11. • Recruiting Carers and Personal Assistants • Payroll/HR • Managed account services Support to maintain a Personal Health Budget
  • 12. Training for Carers and Personal Assistants Technology Personal Training Singing lessons Drumming lessons Carer/ PA support Hydrotherapy Zoo memberships Counselling Club/ group memberships Services, resources and activities for budget holders and self funders to buy
  • 13. The key features of the Age UK PICP model
  • 14. Improved Wellbeing Wellbeing has been improved by: • Helping older people to become aware of their own needs and empowering clients to make purposeful choices and to be in control. • Enabling independence and wellbeing through practical support. • Reducing isolation and raising ambition by motivating clients to re-engage with interests and become more socially connected. • Providing an ‘extra arm’ of support for older people.
  • 15. One of the emerging needs for people with multiple long term conditions has been to reduce loneliness and isolation cause by poor health and diminished social circles of support. Di Diamonds This was established by two volunteers in Havering who set up a programme of activities and outings for older people including coffee mornings, knitting group, bowling, Irish Dancing, theatre and museum outings, daytrips, restaurant outings, etc. This has grown in the last 3-4 years and it currently has a reach of 400 older people mainly living in Havering. Programme of activities includes: • Two Coffee mornings every month one at the Bravo Café in Romford and one at the Queen’s Theatre in Hornchurch • A knitting group at the Queen’s Theatre • One Bowling group in Romford on the first Tuesday of every month • Irish Dancing in Forest Gate on the first Thursday on the month. • Several outing to theatre, concerts, museums, gardens, walks each month Di’s Diamonds Redbridge Barking and Havering
  • 16. • Scope services you currently offer that could be bought by budget holders. • Identify unit costs. • Scope new services/ resources that could be offered. • Build a plan for sustainability. • Marketing • Prepare to receive funds directly from budget holders. What next?

Notas del editor

  1. This PowerPoint and toolkit have been developed by the voluntary sector with support from NHS and County colleagues through Connect Herefordshire for organisations to use. Any organisation which has information to contribute can do so by asking Connect Hertfordshire to add it to the webpage.
  2. It is the government’s intention that over time more and more needs will be met within the voluntary and community sector. However Direct Payments and Personal Health Budgets will shift some of the funding for this activity from grants or other arrangements with the statutory sector to a more direct relationship between individuals and voluntary organisations. There is no requirement for voluntary organisations to get involved, or offer services funded in this way, and any organisation considering looking at drawing in funding from this route needs to consider carefully the pros and cons of doing so.
  3. This toolkit will evolve over time. It does not currently have all the answers, but it is intended to provide a hub of information for voluntary sector organisations in Hertfordshire relating to Direct Payments and Personal Health Budgets which when combined are referred to as integrated personal budgets. Any and all organisations are welcome to contribute their expertise and any useful resources they have to the toolkit by contacting Susan Jessop at Connect Hertfordshire. This toolkit does not intend to reinvent resources that others have already produced and are freely available. Therefore, in some sections it links to resources on other organisations websites.
  4. This slide and the one following explain some of the terminology. The toolkit document gives links to resources which explain more. A key difference between a personal health budget and a personal budget for social care is that the latter is means tested. People have to meet eligibility criteria for both and go through the process of a needs assessment.
  5. ISFs are not widely used in Hertfordshire at the moment but people do have a right to manage any personal budget in this way. NB. in health these are called third party managed funds.
  6. The toolkit document gives you links to find out more about the information on this slide. Notional budgets are when an amount is identified as the sum required to meet an individuals assessed needs but control of how that is spent remains with the budget holding organisation. The toolkit document also gives information on who is eligible and how these budgets are assessed. This is not the main focus of this presentation nor the toolkit as a whole which is to help organisations think about whether these funding streams are relevant to their organisations.
  7. These are services that support the system and individuals to move onto these arrangements. There is funding for provision of information and advice by organisations to individuals in relation to direct payments. It is a commissioned service currently provided by Leonard Cheshire and there are opportunities for other providers to become involved during procurement of a new service (providers that are interested should be registered on Intend/Supply Hertfordshire). The current contract runs until March 2019. In relation to personal health budgets the contract is currently held by Purple.
  8. These are the types of services individuals may look to have provided for them if they are using this money to become employers of Personal Assistants for example. Managed account services is when an organisation is managing someone's personal budget through a 3rd party managed account (health terminology) or an ISF (social care terminology).
  9. These are examples of what people are already spending these funds on. Provision of things people want to spend their money on doing is the area with most potential for involvement for voluntary organisations.
  10. This slide shows the way Age UK have responded to this agenda with a Personal Integrated Care Pathway. It and the following 2 slides are examples of ways people have provided services and gathered evidence to support what they are doing. You could leave any or all of them out of any presentation. It is not suggested that any organisation adopt this model but what it does show are different areas of activity involved in this model. It may be that organisations would want to think about how they could work together in their local area to provide a more comprehensive support framework for people. It also shows the ways they are measuring outcomes which any organisation thinking of going down this route need to be able to show. The following text is an example from Age Uk of this model in action. You may be familiar with this model of the home of care that demonstrates how we can bring about whole system change by working together as partnership at a strategic level and as a team with the person at the centre at a local level. Let me bring this to life a bit more by telling you about Ivy. Ivy’s GP practice is supporting the ICP in Croydon. Her GP runs a risk stratification tool to predict which of her patients are vulnerable to unplanned admissions into hospital. The tool searches for patients that have 2 or more LTCs , and that have had unplanned admission’s to hospital during the last year. A long list of patients is produced. At a meeting with her MDT colleagues they look at the list and agree which of the patients could benefit from the programme. As one of these patients, Ivy gets a letter from her doctor explaining about the programme and asking her if it is ok for someone from Age UK Croydon to contact her, or if not to let her know. Ivy shows the letter to her daughter and agrees it would be good to take part. In a short time, Ivy has heard from Age UK and is looking forward to a visit from someone who is a PIC. When Devna arrives they chat about this and that, her family, friends, interests – what a typical day is like, how it used to be before she was unwell. Ivy is asked to answer a few questions to measure her welllbeing, and answers them positively. Devna suggests they meet up again, and perhaps next time go out for a coffee. Ivy said she hasn’t been out for years, she has lost her confidence since she was diagnosed with diabetes and she sometimes feels dizzy and worries about falling, she said it would be nice to go out and admitted it does get lonely at times. They agree to meet up again at her house. On this visit they talked about what was most important to Ivy – and she said it was getting out again would be good so set a goal which would be to walk to the corner shop to get a newspaper, Age UK will link Ivy up with John, a volunteer who will come with her. The PIC writes up the plan and adds it to Ivy’s care plan at the surgery. At the next MDT the team look at the plan and consider what might be needed to help her achieve her goal – medication review, equipment etc. Ivy and John went several times to the shop – Ivy met some of her old friends there and got an invite to a coffee morning, her friend would pick her up. Next time John went to visit her there was no reply – panic stations! Time to use the escalation training he had received When he contacts the coordinator she is pleased to tell him that Ivy’s daughter had called to say mum was going on an outing with the coffee morning group and said to let John know that she was sorry but wouldn’t be able to take him for a walk today!
  11. SWEMWBS is a short version of the Warwick–Edinburgh Mental Well-being Scale the outcomes evidence is gathered through questionnaire. The point of this slide is to show people that there are ways of evidencing that they are contributing to peoples wellbeing and to show examples of the types of ways organisations can and in Age UK’s case are supporting people. The main message is that there will over time become an increasing emphasis on community solutions to support people with long term health and social care needs. The main funding routes to pay for this support will be through Personal Health Budgets and Direct Payments or individual service arrangements for those receiving money through social care.
  12. This is an example of what a community response which is running lots of activities which are being ‘funded’ directly by people through Personal Health Budgets. Direct Payments or their own funds. In a county like Hertfordshire there are many people who financially will not qualify for any publicly funded social care support but who still have needs to improve their wellbeing and reduce isolation and loneliness. These people have the financial means to contribute to activities like the ones above but the challenge to us as a voluntary sector is whether we can change how we work to use direct funding from individuals to support the work we do.