This is an HTML version of an attachment to the Freedom of Information request 'Personal Budgets Information System'.

Self Directed Support Portal -

Functional Requirements Specification

An overall IT solution is required which demonstrates a single community support system approach encompassing all aspects of the customer pathway for Enfield that is able to integrate to back office systems (e.g. CareFirst) using Enfield's website as the single route of electronic entry for anyone needing to access any of the functionality. It is anticipated that the website will be used by service users, advocates, staff, third/voluntary sector and other professionals to deliver a holistic approach to the provision of universal information / advice / guidance, referral & assessment, support planning and service brokerage as well as elements of review which demonstrates a customer centric approach and is designed around the citizen. The solution must empower users to take control over the process and allow them to make choices over the types of support they receive.

This document represents the high level functions that are required to deliver the overall IT solution in addition to Enfield's website and CareFirst (with the CareAssess module).

Functional Requirement

Essential

Desirable

Universal Information / Advice / Guidance

The ability to hold categories of information within a central repository accessible through the internet by any individual.

An intuitive, quick and simple to use interface for customers, advocates, staff and providers.

The ability to direct the user through a range of options and provide links to other relevant information as identified by the authority.

 

 

Provide simple approaches to enquiry facilities when searching for information therefore reducing search times.

Mechanisms to provide feedback through the portal.

1st Contact / Screening

The ability to present a contact/referral/assessment form and collect/hold information and have the ability to integrate to back office systems (Self Referral, etc.).

The authority has the ability to configure such forms locally in a simple and easy to use way and are not dependent on the supplier.

Functional Requirement

Essential

Desirable

1st Contact / Screening

The solution has the ability to record needs as well as being able to integrate with a range of resource allocation solutions.

Delivers an easy to read dashboard for customer, advocates, staff and other agencies where essential data such as demographics, alerts, needs, outcomes and the range of supports can be viewed simply.

 

 

Prevention / Re-ablement

Ability to undertake simple diagnostics and direct users in the direction of preventative / re-ablement information on services available and process for accessing (including equipment & telecare)

The system has the ability to highlight when an individual is in receipt / has received services of a re-ablement nature

Ability to provide social networking capability through the website including access arrangements following appropriate authentication

Support Planning

The ability to view the range/types of supports available to meet the needs of individuals prior to the purchasing functions

The ability to link and view values of personal budget associated with categories of need

Linking to financial assessment to display a simple to understand summary of how a personal budget has been allocated (LA contribution/Client Contribution)

The ability to demonstrate the compatibility of the system to work effectively within a retail model environment for equipment

RAS & Financial Assessment

The ability to manage all aspects of the RAS process (chosen by Enfield), including self assessment and the provision of an outcome that will form the basis of the final Personal Budget allocated to the service user.

The ability for anyone accessing the portal to be able to complete a process that will give them an indicative amount of how much they will need to pay towards their care using established rules for residential and community services.

Functional Requirement

Essential

Desirable

Brokerage

The ability for a supplier to maintain a record of their services through appropriate accreditation by LBE.

An e-marketplace function that will enable anyone accessing the site to be able to access the widest choice of services pertaining to the needs they have highlighted in their support plan

The ability to create a secure user account for service users, carers, staff and suppliers that will retain a recent history of activity and a record of incomplete forms that they are able to re-visit

Security

Secure access to back office systems using proven authentication methods to govern appropriate access to information compliant with the GCSx Code of Connection.

Administration

Simple approach to administering / updating information by an authorised administrator of data (to include LBE administration of supplier information).

Deliver as part of the solution a set of reusable templates to be used by the authority to develop/expand the portal moving forward.

Self Directed Support Portal - Functional Requirements Specification 1