Referral Process

Step 1
Ensure Patient is Eligible​

Patient is eligible for CHC funding or Continuing Care Funding for Children

Step 2
Expanded
CHC/Children’s Nurse discusses options around how the PHB will be implemented
 
Direct payment - The personal health budget holder or their representative has the money in a bank account and takes responsibility for purchasing the agreed care and support. Budget holders must show how the money has been spent.

Notional - No money changes hands. The personal health budget holder knows how much money is available for their assessed needs and decides together with the NHS team how to spend that money. The NHS is then responsible for holding the money and arranging the agreed care and support.

Third Party - An organisation independent of both the person and the NHS commissioner (for example an independent user trust or a voluntary organisation) is responsible for and holds the money on the person’s behalf. They then work in partnership with the person and their family to ensure the care they arrange and pay for with the budget meets the agreed outcomes in the care plan.

For more information about this, see the NHS website here
Step 3
CHC/Children’s Nurse calculates the indicative budget

This is the number of assessed hours as per the care plan multiplied by the agreed fluid rate for care agencies

Step 4
Referral made to Sefton Carers Centre

Referral is made to the PHB team at Sefton Carers Centre using the referral form below

Step 5
Contact made within 48 working hours

Advisor will offer a home visit, phone call or teams meeting depending on the client’s preference

Step 6
PHB Implemented

PHBSS will aim to implement the PHB within 6 weeks of receiving the referral

Personal Health Budget Support Service Referral Form

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Referrer Name
Client Title
Client Name
For clients under 25, do they have:
How would they prefer to be contacted?
Do we contact the patient directly?
If you select no, please provide details for an alternative contact below. By providing this information, you are confirming that you have the consent of the service user and the alternative contact.
Alternative Contact Title
Alternative Contact Name
Has the DST and the health care needs assessment been completed?
Has the indicative budget been agreed?
Has the service user been told about the role of PHBSS?
Does the individual have palliative care needs?