In order to make a referral practitioners will first need to:

• identify an outcome for assistive technology
• have a conversation about what is available and the costs with the person with care and support needs (and/or their family/carer as appropriate) to agree support for a referral to be made. Further information can be found in the outcomes guidance.
• complete and submit referral on Mosaic (guidance can be found in the referral guide). Prior to Mosaic portal being available, staff who are not on Mosaic will complete a Word/PDF referral form which will be entered on to Mosaic.
• Discuss with the person whether they would prefer the gold or silver service. If the person would prefer the gold service then Careline will require a set of keys. If they would prefer the silver service the practitioner will need to provide contact details within the referral form of two (minimum) people who can be contacted to respond. More information on gold and silver service and the cost of each can be found here. 

Keys

Some residents are understandably anxious about providing Careline with a set of keys. The keys provided to Careline are stored in a secure location and are only accessible to authorised personnel. Keys would only ever be used to access the property in the event of an emergency and would never be passed to any other people without formal consent. If at any point the service is no longer required the keys will be returned.

Once Careline receive the referral they will:

• check the referral and make arrangements for the assessment and installation visit by calling the relevant contacts. They will arrange a joint visit when appropriate. If a joint assessment is required please follow the guidance.
• contact the referrer and update the status of the form in Mosaic with the outcome of the referral – installed or cancelled.

Reasons for referrals not proceeding could include the person refusing the Careline service or not being willing to pay for the Careline service, or on occasion the Careline team may advise that the services and equipment available are not suitable for the individual.

Systems

The assistive technology referral form is accessible from the front screen person summary in the list of possible referrals. The referral form will also be accessible from Conversation 1-3 forms, and other links will be provided based on practitioner feedback.

Part One of the referral form is the submission of the relevant information from the practitioner to Careline. The referral does not need to remain “open” for the referrer, it should move into the Careline list of referrals for processing.

Learning Disabilities/Supported Living

• In Supported Living arrangements, discussions about the potential referral should include the provider (as well as the individual being referred) because they need to be closely involved in the process.

Mental Health/Supported Living

• Identify potential referrals through existing multidisciplinary Quarterly Placement Review meetings to discuss and agree the Care Programme Approach
• Discussions about the potential referral should include the provider or potential future provider (as well as the individual being referred) because they need to be closely involved in the process.
• Mental health referrals will be made in paper form and inputted onto Mosaic for processing.