Organise the everyday information a home needs to discuss suitability, without sharing private health details through a general website form.
Find the question you need to work through
Each guide focuses on one practical task. Choose the topic relevant to your situation and use the questions to prepare a conversation with the person, family or relevant team. You do not need to work through every guide in order.
Preparing for an initial care assessment
An assessment is the opportunity to discuss the person’s needs in enough detail to consider whether the home can meet them. A viewing cannot replace this process.
Read the guide →Writing down everyday support needs
A clear account of an ordinary day helps explain support needs without relying on broad phrases such as needing a little help.
Read the guide →Discussing mobility and transfers
Getting around includes more than walking distance. An assessment may need to consider moving between a bed, chair, bathroom and other spaces.
Read the guide →Communication needs in an assessment
A useful assessment gives the person a way to explain their own experience. Communication support should be discussed before the appointment wherever possible.
Read the guide →Preparing medicines information for an assessment
Medicines details need accurate handling through the assessment process. A general viewing request form is not the place to send prescriptions or health records.
Read the guide →Talking about overnight support
Evenings and nights may involve needs that are less obvious during a daytime visit. Describe the person’s current experience rather than assuming it matches a daytime routine.
Read the guide →Including existing professionals in an assessment
Existing carers and professionals may hold information that helps a home understand current support. Agree how that information can be requested and shared appropriately.
Read the guide →Understanding a suitability decision
A suitability discussion should explain whether the home can meet assessed needs and what further checks or conditions remain. A spare room alone cannot answer that question.
Read the guide →When care needs change during an enquiry
An enquiry may take place over several weeks, during which circumstances can change. Tell the assessing team about relevant changes before relying on an earlier conversation.
Read the guide →Continue with another part of the decision
We’re here to listen.
If you would like a little help with your next step, our team is happy to talk. Call 01202 511399 or send us an enquiry. Tell us what is on your mind, and we can help you understand what happens next.