Start of Client Finance Service process

Joe is moving to a care home. Joe’s social worker or keyworker has advised him about the financial assessment process and Joe is referred to Client Finance Services (CFS) for assessment.

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First contact by Client Finance Service

Client Finance Service (CFS) contact Joe or his nominated financial representative by phone. The purpose of a financial assessment is explained, as well as advice about the information needed to be able to complete the assessment.

A date and time for appointment is agreed, and whether Teams or phone call is best (or face-to-face by exception).

CFS send a confirmation email with the appointment details, and a reminder about the required information.

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Meeting

A Client Finance Service (CFS) Assessment Officer calls Joe or his representative at the agreed date and time.

All documents need to be seen to complete the financial assessment, this could include income, capital, details of expenses etc.

The assessment is completed and Joe or his representative signs to agree the information is correct and understood. The billing system is explained, advice given about payment options, and Direct Debit form issued if Joe agrees.

Advice and signposting regarding benefits or legal or financial advice where appropriate is given.

Joe or his representative is advised to notify the team if his circumstances change.

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Outcome and review

Client Finance Services send Joe or his representative a copy of the completed form, showing the breakdown and assessment, and funding options.

The applicable charge is added to the services within the system to enable billing.

A future review of the charge is scheduled. Joe requests one.

Joe will receive a bill every 4 weeks, unless he receives a Direct Payment where the personal budget is paid net of the assessed charge.

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Deferred payments

Two weeks later Client Finance Services contact Joe or his representative, if a Deferred Payment Agreement (DPA) is requested a full deferred payment process is started. This includes valuation of the property and the legal agreement.

If the DPA goes ahead, an annual review is scheduled in April. If no deferred payments are requested or agreed and he is otherwise self-funding, Joe enters a private contract with the Care Home.