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A person’s journey

Initial contact for information and advice via telephone (step-by-step no graphic)



The referral process

  1. Step 1

    Person calls Care Direct Plus and chooses the relevant locality and service area options:
    • Assessment and Review Team
    • Occupational Therapy (equipment and adaptations)
    • Safeguarding
    • Arranging Support (professional line only).
  2. Step 2

    Call handler greets the caller, takes some basic details, and checks consent to record these.

    Details taken include:

    • Name
    • DOB
    • Address
    • Contact number
  3. Step 3

    Call handler asks some questions to establish the reason for the call, and which of the following categories it falls under:

    • Advice and information needed.
    • Signposting to other services required.
    • Social Care Assessment request.
    • Occupational Therapy support.
    • Safeguarding concern.
    • Step 4

      Once the call handler has established the reason for the call they will do one of the following:
      • Resolve call by providing relevant information.
      • Signpost to the Independent Living Centre (ILC), Voluntary and Community Sector (VCS), Community team, other CDP service, health partners, housing, or another partner agency as appropriate.
      • Complete an assessment, or add to the waiting list for this.
    • Step 5

      The call handler ensures the caller has all the information they need for their onward journey. They also make sure that the person knows who to contact, and how to contact them if they need any further assistance in the future.

      The call is ended at this point.


    Example service user journey

    Call pick up

    Susan calls requesting care and support for her mother – since the loss of her husband she has been struggling to manage day to day at home, and has not wanted to leave the house.

    Our conversation

    Call handler checks Susan has consent to speak on her mother’s behalf, and gains consent to store information. They listen to the reasons for contact, gains an understanding of the current situation, and uses the ‘3 conversation model’ in the discussion.

    Actions and recommendations

    Call handler assesses that Susan’s mother is socially isolated and she is currently able to independently meet her own health and care needs. We [?] identify that Susan’s mother could benefit from a VCS referral for a befriender.

    Next steps and call ended

    Call handler completes ‘your contact Form’ with Susan and supports her to make a referral to the VCS. We[?] agree to send this information to Susan and her mother via email, and give contact numbers for future reference.


    Download pathway graphic


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