Minimum Standards for Review
Introduction
Note: 'Review' is also a term applied to the ongoing monitoring and evaluation of needs and care provision for individuals who have been assessed and are in receipt of resource intervention. Many practitioners will constantly 'review' needs and care arrangements as part of their daily professional business; however for the purposes of the national minimum information standards for review, the term is used to refer to the task of undertaking a formal Review of a person's overall needs and care interventions. To avoid confusion, the constant activity of reviewing needs and interventions will be referred to as monitoring and evaluation.
Carrying out a formal review of the person's needs is an important stage in the cycle of effective assessment, care planning, monitoring and review. The formal Review allows the lead assessor/care manager the opportunity to reconsider, in discussion with the person, relevant professionals and where appropriate the carer, options/opportunities available to address current and future needs. It is a further opportunity to consider how well current interventions are meeting the person's needs and how far the intended outcomes of the existing plan are being achieved e.g. in relation to re-enablement, rehabilitation and anticipation of changing needs.
The Review provides the person and where appropriate their carer the opportunity to express their views, needs and preferences and have these documented and fully addressed. The presumption is that the person and carers will be active participants in the Review process.
The way that a Review is conducted may vary depending on a number of factors. The content of a Review will depend upon the complexity of need and the level of invested resources. The form of the Review will be substantially governed by what is judged to be the most effective way of involving the person and unpaid carer(s) as partners. The frequency will be governed by how much the needs are subject to change. Agencies may have set guidelines for the minimum frequency: for example, 'not less than once a year'. However, the interval of Reviews should be related to the pace of change in the person's needs as this determines the need to revise the care plans. This does not prevent an earlier Review, if circumstances dictate. As detailed in these minimum standards the date of the next planned Review should be agreed and recorded at the end of each Review.
It may not be necessary to record all items for every Review, but the ability to record them is needed to comply with the standards. The content of a completed Review will depend on the complexity of needs and interventions.
Where Information Standards are shown here the actual method used locally for incorporating the standard into local tools is flexible. Where Data Standards are shown the format and codes specified should be adopted to achieve compliance.
Summary of minimum standards for Review
The minimum standards to reflect the purpose of the Review outlined above include:
- basic details about the person
- details of contributors and method of engagement,
- the documented viewpoint of the person (and where appropriate their carer)
- documented views of other contributors
- re-consideration of needs, objectives, intended outcomes and interventions
- decisions and actions
Data Items
At a minimum the following sub set of the Personal Details should be included in the Review
Person Details
- Structured Name or Unstructured Name
- Person Birth Date
- Person Identification
- Address
- Lead Professional Details taken from Associated Professional
The data items above are detailed in the Minimum Standards for Personal Details Section (Pages 12 - 18) and are selected from the Social Care Data Standards Manual, version 2.0 (August 2005).
Data Item | Description | Field Length | Format | Type of Standard |
|---|
Date Review Undertaken | The date the Review was completed. This is a general overview of the SSA and Shared Care and Support Plan and whilst it may consider specific components, the main focus is the overall status of needs and interventions. | 10 | CCYY-MM-DD | Data Standard |
Persons Contributing to Review and Methods of Engagement To include all current contributors to the Shared Care and Support Plan. Source: - Associated Professional Details
- Associated Person Details
Method of engagement E.g. - Telephone
- Face to face
- Letter
- Proxy
| Information Standard |
Person's views of current shared care and support plan 1. Was the person involved in the review process? Yes/No 2. If No, provide details 3. If Yes, describe method of engagement e.g. - Telephone
- Face to face
- Letter
- Proxy
4. Did the person feel that their needs were being addressed/met through the current shared care and support plan? Yes/No 5. If No, provide details | Information Standard |
Carer's views of current shared care and support plan 1. Was the person involved in the review process? Yes/No 2. If No, provide details 3. If Yes, describe method of engagement e.g. - Telephone
- Face to face
- Letter
- Proxy
4. Does the carer(s) feel that the person's needs are being addressed/met through the current shared care and support plan? Yes/No 5. If No, provide details 6. Is the carer happy to continue to support the person? Yes/No 7. If No, provide details. | Information Standard |
Contributor's views current shared care and support plan 1. Were all contributors involved in the review process? Yes/No 2. If No, provide details 3. If Yes, describe method of engagement, e.g. - Telephone
- Face to face
- Letter
- Proxy
| Information Standard |
Effectiveness of current shared care and support plan This would include consideration of needs, interventions and outcomes e.g. in relation to re-enablement, rehabilitation and anticipation of changing needs. It should form a summary of the effectiveness of the shared care and support plan. | Information Standard |
Decisions and Actions Taken Identification of changes to the shared care and support plan and specific actions (if any) required as a consequence of the review. | Information Standard |
Data Item | Description | Field Length | Format | |
|---|
Date of Next Planned Review or Reassessment | The intended date to review the overall identified needs and interventions (as outlined in the shared care and support plan). This date would be no more than a year from the date the 'Date Shared Care and Support Plan Agreed'. E.g. 29/07/2007 | 10 | CCYY-MM-DD | Data Standard |
Data Item | Description | Field Length | Format | |
|---|
Has the person been informed as to who is the single point of contact | Has the person been verbally informed/given written advice as to who is the single point of contact for co-coordinating the contributions to the Review? Yes/No | 1 | Character | Data Standard |
1. If the person has not been verbally informed/given written advice as to who is the single point of contact for co-ordinating the contributions to the Review, provide details | Information Standard |
Has the unpaid carer been informed as to who is the single point of contact | Has the unpaid carer been verbally informed/given written advice as to who is the single point of contact for co-coordinating the contributions to the Review ? Yes/No | 1 | Character | Data Standard |
2. If the unpaid carer has not been verbally informed/given written advice as to who is the single point of contact for co-ordinating the contributions to the Review, provide details | Information Standard |