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PURCHASING/MOSAIC Temporary Cease / Restart or End Services
Issue Date: 25-10-2016 Document Version:
1.0
Application Name: Purchasing/Mosaic
Signed off by Sharon Davis /
Brenda Bonnell
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CONTENTS
Temporary Cease / Restart or End Services ............................................................................................ 3
To determine the nature of the request ............................................................................................. 3
To Record a Temporary Cease / (Suspension) .................................................................................... 5
Complete the Request ........................................................................................................................ 8
To Restart a Temporary Cease (suspension) .................................................................................... 11
End a Service ..................................................................................................................................... 13
FINISH the Workflow step ................................................................................................................. 18
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Temporary Cease / Restart or End Services There are occasions when the existing care package needs to be temporarily suspended or ended.
When this is necessary the Social Worker involved will complete the form within the Temp Cease /
Restart or End Services workflow step and send a request to the Brokerage Team. The Duty worker
will screen the request, confirm that the information contained within the form is accurate and
ensure that Brokerage can action the request. When this has been confirmed the workflow step will
be reassigned to a named worker to carry out the specified action.
Broker will find request in own Current Work/Incoming Requests Click the Title of the Request. This will open the Summary screen for the Workflow Step
To determine the nature of the request The Summary Screen for the Temp Cease / Restart / End Service Step has opened. The requested changes have been recorded on the Document within the Temp Cease / Restart / End Service Step
Click Title here
Click here to open a ‘read only’ view of the document.
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From Section 2 – Required Changes - you can see the changes required as recorded by the Social
Worker.
When you are clear about the required change, you should return to Person Summary to update the
Care Package accordingly.
Click to return to the Summary Screen.
From the Summary Screen you can link directly to the person summary
Click Section 2
The required change(s) are
listed here
Click here to view the Person Summary Screen
NB Note the package type here.
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To Record a Temporary Cease / (Suspension) from Person Summary Screen
Check that the Care Package Provided is of same type as indicated on the Temp Cease/restart/End Service form (see page 3)
The Care Package Details screen has opened displaying the elements provided within the service i.e.
Home care
The following options are available; you must choose the appropriate one:
Click Provision to amend the Care Package
Click to amend the Care Package
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From the Home care Suspensions screen:
From the Add Home Care Suspension screen you can enter the detail of the suspension
A PDF Document (VSO) is automatically generated.
The Home Care Suspensions screen has opened where the Suspension is listed.
Select the appropriate option.
Click Add Suspensions.
Click ok
Select the Element to be suspended
Record the suspension start date and reason Record the suspension start date and reason. If you know the end date you can also enter it now
Click Save
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The Care Package details screen is displaying with a status of suspended.
The Person Summary also displays clearly that the Service is suspended.
The Home Care Element is
now clearly showing
(Suspended)
Click Ok
Click Ok
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Complete the Request
From Current Work/Incoming Requests:
Find the appropriate Request
The workflow step will open.
You can now complete the request.
1. Click 2. Resume Work
1. Click on the red clipboard
1. Click 2. Click on the red banner
with your name on it.
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This will return you to the Workflow step where you will notice the clip board is no longer red
Actions Taken must now be recorded and the workstep must be finished.
1. Click Completed
2. Click Ok
1. Click Actions
Taken
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Record the appropriate Next Action click Add and Close
From the Workflow step:
The Workflow step has now become a part of the historical recording and is no longer in the
incomplete work folder of the social worker; indicating that the suspension has been recorded and
or ended as requested.
Click to FINISH the Workflow step
1. Record Next Action
2. Click Add and Close
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To Restart a Temporary Cease (suspension) - from Personal Summary Screen (as
before):
1 From Care Packages Provided click Provision
2 Click
3 Select the appropriate adjustment i.e. View, amend and add suspensions to this Service
or Elements – Click ok
4 The Home Care Suspensions screen has opened.
From the Amend or cancel Home Care Suspensions screen
You can now record the Suspension End date
Click Amend or Cancel Suspensions
1 Select the correct Element (there might be more than one)
2. Click Amend Selected
Use the calendar to help you record the suspension end date.
Click Save.
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A pdf document (VSO) will be generated automatically.
Click to return to the person summary screen.
You are now ready to Complete the Request
Please see Pages 8 - 9
The Home Care Element
is no longer displaying as
suspended
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End a Service Follow instructions on pages 3 – 7 above
When you have determined that the request is appropriate you should complete the request and
record the next action in the workflow step as End Personal / Non Personal Budget and Services
(choose appropriately) and assign to your self. This will produce a Purchase Services Step where you
record the end date. From Current Work/Incoming Requests:
Find the appropriate Request
The workflow step will open.
You can now complete the request.
3. Click 4. Resume Work
3. Click on the red clipboard
3. Click 4. Click on the red banner
with your name on it.
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This will return you to the Workflow step where you will notice the clip board is no longer red
Actions Taken must now be recorded and the workstep must be finished.
2. Click Completed
2. Click Ok
2. Click Actions
Taken
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Record the appropriate Next Action click Add and Close.
NB It is important that you choose correctly here. It is not possible to end Personal Budget Services
with an End Non Personal Budget Service’s Step and vice versa.
From the Workflow step:
This will generate the Purchase Services – Personal Budget. It will be in your own Current Work
Pane. You should use this Workflow Step to end the Services as requested.
Click to FINISH the Workflow step
1. Record Next Action
2. Click Add and Close
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Broker - From Current Work:
The Purchase Step has opened.
From the Provisions and Contributions screen you can now end the Home Care Provision:
Click and Start
Work
1. Click Adults – Personal
Budget Care Package
Click the red box
2. Click Provisions and
Contributions
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In this screen you can record the end date of the Home Care Provision
The Home Care Provision is now ended.
Click Save
Use the Calendar to help you
record the end date.
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FINISH the Workflow step
The Next Action must now be proposed:
The Next Actions screen will appear
1. Click Care Grid Service
Schedule
1. Click Actions taken
2. Click Add
3. Select Update Services
2. Click Actions taken
3. Click Add
Click Update Services 1. Click Update Services
2. Click Add and Close
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As before, the Purchase Order will be generated automatically.
The Care Package is now displaying as (Lapsed).
Click
