Summary

• Practitioners identify an outcome for assistive technology and have a conversation about what is available and the costs with the person with care and support needs (and their family /carer as appropriate) to agree support for a referral to be made.
• Practitioner completes and submits referral form on MOSAIC. Prior to the MOSAIC Portal being available, referrers who do not have access to Mosaic will complete a Word/PDF version of a referral which will then submit to be entered on to MOSAIC.
• Careline check the referral and then make arrangements for the assessment and installation visit by calling the relevant contacts, including joint visit when appropriate.
• Feedback loop: if the referral will not proceed for any reason, then Careline will contact the referrer and update the status of the form in MOSAIC.

Diagram of the referral management process – appointment timescales

Systems

The AT 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.

Guidance Notes

• Practitioners can phone Careline for informal advice before or after they talk to the individual to discuss the potential for AT and check suitability before they complete the referral form.
• Careline will call the referrer if there are any queries about the referral.
• Appointment timescales – appointments will normally be offered within 10 working days of the referral being received but can be later than this if necessary to accommodate the availability of the people that will be attending. Urgent appointments will be offered within 3 working days (or sooner if possible) for hospital discharge referrals.
• Reasons for referrals not proceeding could include the person refusing the Careline service, 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.

Learning Disability /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.
• Where the referrer doesn’t have access to Mosaic, mental health referrals will be made in paper form and inputted onto Mosaic for processing.