Centre for Policy on Ageing - Single Assessment Process (SAP)

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Single Assessment Process - training materials -

integrated care

The following listing is subject to ongoing review and revision...

Active steps to prevention A shift towards more preventive services is paying dividends in reducing older people's stays in hospitals ... [authors: Gerald Wistow, Derek King]
A journal article in Community Care, 29 June 2006, pp 32-33.
In this article, the authors present the first year's results from the Innovation Forum's older people project, Improving Futures for Older People, which was set up by the Office of the Deputy Prime Minister and the Local Government Association in 2003, as a partnership between central government and the highest-rated local authorities to pioneer ways of delivering public services. The project adopted a target for all participating authorities: to achieve over three years from April 2004, a 20 per cent reduction in unscheduled hospital in-patient bed days occupied by older people aged 75 or over compared with the predicted level. The pilot councils are Kent (lead council), Cornwall, Cheshire, Dorset, Hampshire, Hertfordshire, City of Westminster, West Sussex and Wigan. Considerable success was recorded during the first year, with the number of bed days used below the predicted rate. If the first year's progress can be sustained, the project will be a pathfinder, and demonstrate the ability of councils to initiate and lead the co-ordination of change in acute hospital and community services. This will not only improve the futures of older people but also the future of local democracy more generally.
The project is being evaluated by researchers attached to each field site and co-ordinated by the London School of Economics.
Contact Details: Gerald Wistow Tel: | Fax:
E–mail: gerald.wistow@btinternet.com |
Web links: http://www.communitycare.co.uk/prtl |
Target group: LAs | Type / Format: article
Availability / Price: | ISBN/ISSN: 03075508
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Adjusting the focus [preparation for SAP by health and social care professionals] [author: Rebecca Ellinor] (16 March 2004)
Article in: Care and Health Magazine, issue 57, 2004, pp 6-9.
In 2002, guidance was issued for health and social care professionals about a new way of assessing older people's needs. After 24 months of preparation for the Single Assessment Process (SAP), are professionals ready to put it into practice? While organisations across the public, private and voluntary sectors agree that SAP is a good idea, putting it into action is more easily said than done, and is an example of where government could have offered more direction. Some of the SAP key players identify difficulties including: obtaining commitment at the chief executive strategic level; the appropriateness of the accredited SAP tools; assessment overload; SAP in the context of the national IT agenda; engaging general practitioners (GPs); and data protection issues.
Contact Details: Tel: | Fax:
E–mail: |
Web links: http://www.careandhealth.com |
Target group: All staff | Type / Format: article
Availability / Price: | ISBN/ISSN: 14779994
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Find the connections Social care research has to take account of the increasing amount of partnership and joint working [author: Bob Hudson] (20 January 2005)
Article in: Community Care, no 1556, pp 36-37.
This article reports on a Good practice : developing an evidence base conference held by the Integrated Care Network to develop effective working in partnership and integration. The need to take a broad interpretation of what constitutes research is emphasised and three levels of thinking about joint working are identified. Examples of local practitioner-researcher programmes are outlined.
Contact Details: bob@bobhudsonconsulting.com Tel: | Fax:
E–mail: |
Web links: http://www.communitycare.co.uk |
Target group: SSD | Type / Format: article
Availability / Price: | ISBN/ISSN: 03075508
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Implementing the Single Assessment Process: Opportunities and challenges [author: Dr Angela Dickinson] [August 2006]
Article in Journal of Interprofessional Care, Volume 20, Number 4 (August 2006), pp. 365 - 379
The aim of the study was to evaluate a pilot introduction of the Single Assessment Process in the South-East of England. A qualitative case study design, incorporating observation and semi-structured interviews, was used to collect data. Assessment visits were observed and recorded, and interviews were carried out with older people and their carers (n = 9), health and social care practitioners, operational managers, and other key individuals involved in the pilot (n = 26). Overall the evaluation found three major themes that had an impact on the implementation of the Single Assessment Process. These were: the process of implementing policy and change; the health and social care boundary; and communication and sharing of assessments. Front-line practitioners had a major impact on SAP implementation, particularly through their reluctance to engage with the process, work together and share assessments. Success of the national SAP implementation will depend on the extent to which those working directly with older people can be engaged in the policy process.
Contact Details: Dr Angela Dickinson, Centre for Research in Primary and Community Care, University of Hertfordshire, Hatfield, UK. Tel: 01707 285993 | Fax:
E–mail: a.m.dickinson@herts.ac.uk |
Web links: |
Target group: | Type / Format: article
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One for all [implementation of the single assessment process] [author: Mark Hunter] (3 July 2003)
Article in: Community Care, no 1479, pp 30-31.
It is now more than two years since the single assessment process (SAP) was announced as part of the National Service Framework for Older People (NSF). The SAP is intended to help local agencies simplify health and social care assessments for older people. However, as the deadline for implementation (1 April 2004) approaches, many authorities are still confused over the government's guidance and funding. In Cambridgeshire, the local implementation team has piloted a paper-based SAP format used by health, social care and housing staff and then adapted it to the computerised Cambridge assessment tool. The article notes that the London Older People's Service Development Programme has piloted joint initiatives between health and social services in a variety of settings. Jonathan Monks, the SAP programme manager in Worcestershire has reservations as to the readiness of authorities such as his for full SAP implementation in April 2004. He is also concerned about the cost of commercially available assessment systems, and the implementation guidance being 'too prescriptive and too complicated'. So he is trying to simplify the process and 'produce tools that people can actually use', in the belief that SAP will 'eventually produce the kind of one-stop assessment shop originally envisaged in the National Service Framework for Older People' (NSF).
Contact Details: Tel: | Fax:
E–mail: |
Web links: http://www.communitycare.co.uk |
Target group: SSD | Type / Format: article
Availability / Price: | ISBN/ISSN: 03075508
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Person-centred assessment with older people [author: Jonathan Webster]
An article in Nursing Older People, vol 16, no 3, May 2004 pp 22-28.
This article describes the principles behind the assessment of older people's needs and the challenges inherent in developing a person-centred framework for assessment. It suggests that person-centred assessment calls for skilled, empowered and well-supported nurses who are able to work in creative, innovative ways and who recognise that the needs of the older person are at the centre of all therapeutic working. This article is published as part of the Continuing Professional Development series for nursing staff and as such, it has mini-assessment exercises to do and a number of bibliographic references. The author is Consultant Nurse for Older People at the Royal West Sussex NHS Trust and Western Sussex PCT.
Contact Details: Tel: | Fax:
E–mail: |
Web links: http://www.nursingolderpeople.co.uk |
Target group: HAs | Type / Format: article
Availability / Price: | ISBN/ISSN: 09547762
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Risk management and older people [author: Margaret Dangoor] (October 2004)
Article in: Care, issue 4, pp4-5.
The author writes as Executive Director of the Association of Litigation and Risk Management, ALARM, an organisation which supports managers working in the NHS with a particular responsibility for patient safety. This brief article outlines the work of ALARM and refers to an article by Jane Cowan published in the journal "Clinical Governance: an international journal" (5 Feb 2003, vol 8, no 1, pp92-95) that suggests patient safety and risk management has not been given enough emphasis in the NSF for Older People. The single assessment process should play a key role in alerting professionals, userrs and carers to exploring risk issues and making it a factor in the assessment.
Contact Details: Tel: | Fax:
E–mail: |
Web links: http://www.counselandcare.org.uk |
Target group: HAs | Type / Format: article
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Self assessment of health and social care needs by older people research summary [of report for the National Co-ordinating Centre for NHS Delivery and Organisation R&D (NCCSDO)] [authors: Peter Griffiths, Roz Ullman, Ruth Harris] (March 2007)
Self-assessment is a form of assessment that is completed by the subject of the assessment without the immediate involvement of professionals or a professionally-employed layperson. This research summary (see Weblink) presents the main findings of "Self assessment of health and social care needs by older people: a multi-method systematic review of practices, accuracy, effectiveness and experience" (2005), commissioned by the National Co-ordinating Centre for NHS Delivery and Organisation R&D (NCCSDO) and carried out by Peter Griffiths and colleagues at King's College London (described elsewhere on the SAP resource). It reveals the complexity of the topic, and the pitfalls adopting a simplistic approach. While the review focused on older people, its findings apply to other groups. Among key messages are that there are many types of self-assessment, and great potential in their use and development, but the evidence of their effectiveness is limited. In its favour is that self-assessment is likely to be cost-neutral.
Given the widespread implementation of the single assessment process (SAP), there is an urgent need to explore older people's experiences of the self-assessment component of comprehensive assessment. This is an area suggested for future research.
Contact Details: Emma Hawkridge, Communications Manager, NCCSDO, London School of Hygiene and Tropical Medicine, 99 Gower Street, London WC1E 6AA Tel: +44 (0)20 7612 7980 +44 (0)20 7612 7984 (EH) | Fax: +44 (0)20 7612 7979
E–mail: sdo@lshtm.ac.uk | emma.hawkridge@LSHTM.ac.uk
Web links: http://www.sdo.lshtm.ac.uk/files/adhoc/30-research-summary.pdf |
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Notes: Further information about anything included in the report, contact: Dr Peter Griffiths,The Florence Nightingale School of Nursing and Midwifery, King's College London, James Clerk Maxwell Building, 57 Waterloo Road, London SE1 8WA. E-mail: peter.griffiths@kcl.ac.uk

Single assessment in acute hospitals [authors: David McNally, Jan Peet] (September 2003)
Article in: Working with Older People, vol 7, no 3, pp 18-21
National guidance on the single assessment process (SAP) focuses on its implementation in localities. While this should include hospitals, the authors note that local progress on the SAP has generally only been made in the community. A joint St Helens and Knowsley Older People's Service collaborative project with Whiston and St Helens Hospitals seeks to improve older people's experience of hospital care and discharge through implementing single assessment. This is one of 10 collaborative projects in the north-west, which tackles various aspects of the National Service Framework for Older People (NSF). The authors outline how single assessment in an acute hospital has been implemented alongside that in the community, which will not only ensure continuity but also reduces the number of times older people are asked for information.
Contact Details: Pavilion Publishing, The Ironworks, Cheapside, Brighton BN1 4GD. Tel: 0870 161 3505 | Fax: 0870 161 3506
E–mail: info@pavpub.com |
Web links: http://www.pavpub.com |
Target group: | Type / Format: article
Availability / Price: | ISBN/ISSN: 13663666
Notes: David McNally (formerly Local Implementation Officer, National Service Framework for Older People, Knowsley Primary Care Trust), now at Trafford Primary Care Trusts, tel 0161 873 9572; e-mail: david.mcnally@trafford-pcts.nhs.uk Jan Peet is St Helen's & Knowsley Older People's Collaborative Project Manager. Email: janpeet2311@aol.com

The assessment gap [comment on the single assessment process] [author: Paul Clarkson, David Challis] (15 July 2004)
Article in: Community Care, no 1531, pp 38-39.
The authors, from PSSRU at University of Manchester, are investigating the implementation and impact of SAP in England. This article examines the relevance of recent research for the debates leading up to the deadline for full implementation in April this year. Integrating assessment practices between health and social care will require more than the breaking down of professional barriers. Joint structures, providing incentives for collaboration are just as important.
Contact Details: Paul.C.Clarkson@man.ac.uk Tel: | Fax:
E–mail: |
Web links: http://www.communitycare.co.uk |
Target group: SSD | Type / Format: article
Availability / Price: | ISBN/ISSN: 03075508
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The Single Assessment Process [author: Hester Ormiston] (April 2002)
Article in: MCC [Managing Community Care]: Building knowledge for integrated care, vol 10, no 2, pp 38-43.
This paper aims to assist people responsible for revising local approaches to community care assessment in line with government requirements, as detailed in the National Service Framework for Older People (NSF). Standard 2 of the NSF, on person-centred care, states that "the NHS and social services treat older people as individuals and enable them to make choices about their own care". This is achieved through the single assessment process (SAP), integrating commissioning arrangements and integrated provision of services. The paper analyses the SAP's key elements and suggests approaches to be adopted, some of which are based on workshops with local stakeholders from a number of authorities. The paper is practical in its approach, listing the various aspects to be covered. Included in the references: EASY-Care Elderly Assessment System UK Version 1999-2002 (University of Sheffield).
Contact Details: Pavilion Publishing, The Ironworks, Cheapside, Brighton BN1 4GD. Tel: 0870 161 3505 | Fax: 0870 161 3506
E–mail: info@pavpub.com |
Web links: http://pavpub.com |
Target group: SAP Leads | Type / Format: article
Availability / Price: | ISBN/ISSN: 14615436
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The single issue [author: Jon Glasby] (May 2004)
Article in: Nursing Older People, May 2004, vol 16 no 3, p 6
The single assessment process offers much to the care and support of older people, but, it also presents staff with major challenges. This short article draws upon Jonathan Ellis's presentation paper given at the Department of Health conference in Birmingham on 19 February 2004 - " Integrated Care for Older People". Jonathan Ellis is the Health and Social Care Policy Manager for Help the Aged. This powerpoint presentation is available.
View presentation
Contact Details: Tel: | Fax:
E–mail: |
Web links: http://www.nursingolderpeople.co.uk |
Target group: | Type / Format: article
Availability / Price: | ISBN/ISSN: 1472-0795
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Age Concern Waltham Forest
The future of social care for older people A case study of Waltham Forest [Sheena Scott Dunbar and Jorge Lagos] [30 January 2006]
Age Concern Waltham Forest (WF) works in partnership with the LBWF Social Services, WF PCT, Whipps Cross University Hospital NHS Trust , NE London Mental Health Trust and WF Older People's Voluntary Sector Partnership to deliver services for older people across the borough. This presentation to the National Council on Ageing on 30 January 2006 details the various collaborative projects and integrated services developed within the framework of the Single Assessment Process. The projects are: the Waltham Forest model of early detection, prevention and healthy ageing. WF older people's voluntary sector partnership. The WF healthy ageing programme. The WF falls collaborative. Age Concern WF presence at Whipps Cross University Hospital Trust (A&E escorted discharge; welcome home service; discharge lounge and ward project). Age Concern WF link-up project (befriending service; teleconferencing; volunteers). Older people's safety campaign. Age Concern WF information, advice and advocacy service.
View presentation
Contact Details: Sheena Dunbar, Director, Age Concern Waltham Forest, Ground Floor, Zenith House, 210 Church Road, Leyton E10 7JQ Tel: 020 8558 5512 | Fax: 020 8558 0383
E–mail: s.dunbar@ageconcernwf.org.uk |
Web links: http://www.ageconcernwf.org.uk | http://www.wfolderpeople.com/
Target group: | Type / Format: powerpoint
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Avon, Gloucestershire and Wiltshire SHA
The Single Assessment Process training resource [author: Avon, Gloucestershire and Wiltshire SHA] (July 2003)
This training resource sets out the key issues relating to joint working, SAP, and information sharing and consent, using a variety of tools, including narrative text, PowerPoint presentations, exercises, case studies and handouts. It also includes a glossary of terms. The CDROM has printable PDF versions of these materials, along with editable PowerPoint files for the three presentations on joint working, the single assessment process, and the Data Protection Act and Caldicott principles.
The pack is intended for use in multi-agency training. It is not designed to be used in isolation, and it is expected that trainers will add to it according to local need and following further learning through pilot sites. It is assumed that trainers using this training resource will be linked into the development of SAP locally, and will be working closely with the project leads who wrote and compiled the resource.
The resource has been produced as a joint initiative by a group of project managers and trainers from the Avon, Gloucestershire and Wiltshire Strategic Health Authority (AGW SHA): Paulette Nuttall (Bristol), Sheila Turner (South Gloucestershire), Marilyn Hughes (Swindon), Richard Pople and Jane Towler (North Somerset), Bo Novak (Bath and North East Somerset), and Marianna Poulton (Wiltshire).

View contents of cd-rom (Presentations, Handouts etc) - Please note conditions of use on Contents page.
Contact Details: Sheila Turner South Gloucestershire PCT, 1 Monarch Court Emerald Park Emerson's Green Bristol BS16 7FH Tel: 0117 330 2443 | Fax:
E–mail: sheila.turner@sglos-pct.nhs.uk |
Web links: |
Target group: SSD/PCT | Type / Format: pack; cdrom; powerpoint; glossary
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Notes: Other contacts: Paulette Nuttall, Bristol South and West Primary Care Trust, King Square House, King Square,Bristol BS2 8EE Tel: +44 (0) 117 900 2376; Fax +44(0)117 900 2465; Email: paulette.nuttall@bristolswpct.nhs.uk

Bedfordshire and Luton (Bedfordshire County Council; Luton Borough Council)
[Luton Borough Council - various powerpoint presentation frames] (2003)
Single frame powerpoints of Luton SAP's training programme which follows the same system as for Bedfordshire County Council but with local variations to meet specific needs.
Contact Details: Sue Bird, Operational Lead on SAP, Luton Borough Council, Housing and Social Services Dept, Community Care Duty Team, Clemitson House, 14 Upper George Street, Luton LU1 2RP Tel: +44 (0)1582 470900 Sue Bird +44 (0) 1582 547659/547660 (switchboard) | Fax:
E–mail: BirdS@luton.gov.uk |
Web links: http://www.bedfordshire.gov.uk/Bedfordshire/staticpages.nsf/Web/staticpages/nsocialserv_sing |
Target group: LA | Type / Format: powerpoint; strategy
Availability / Price: upon request | ISBN/ISSN:
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Brighton & Hove City Council; South Downs NHS Trust; Brighton & Sussex University Hospitals NHS Trust; Brighton & Hove PCT
The Single Assessment Process - a new way of working [Author: Brighton & Hove City Council]
A Single Assessment Process training video (20 minutes) produced by Brighton & Hove NHS and Caring Services which focuses on the principles of SAP and is divided into three sections with a pause after each section for discussion and training on assessment tools.
The first section consists of a case study of an older woman admitted to hospital
The second section focuses on the assessment tools
The final section focuses on how the older woman, now at home in the community, has benefitted from the SAP.
This video is designed to be generic in its approach for briefing and awareness training. It has been produced by Pavilion and uses trained actors.
Contact Details: Jilly Alexander, Project Manager, South Downs NHS Trust/Brighton & Hove, Project Office, 1st Floor, Brighton Town Hall, Bartholomew Square, Brighton BN1 1JA. Tel: 01273 296351 | Fax:
E–mail: |
Web links: |
Target group: SSD/PCT/user groups | Type / Format: video
Availability / Price: £50 from: Geraldine Opreshko, Head of Service, Learning and Development Team, Corporate Services, Brighton & Hove City Council, King's House, Grand Avenue, Hove BN3 2LS.Tel: (01273) 295084 Email: Geraldine.Opreshko@brighton-hove.gov.uk | ISBN/ISSN:
Notes: Project Assistant: Jesseca Harker, tel 01273 295245.

City and Hackney NHS Teaching PCT; Homerton University Hospital NHS Trust
Single Assessment Process for MAPSS Project (version 3.3) (2003)
Documentation relating to a mapping exercise undertaken by London Borough Hackney authorities and in conjunction with Information for Social Care, DH project.
view document
Contact Details: Eve Oldham, SAP Project Manager St Leonards Hospital, Nuttall Street, London N1 5LZ Tel: 020 7301 3000 (switch) 020 7683 4121 (direct) | Fax:
E–mail: |
Web links: |
Target group: HA/LA/PCT | Type / Format: process map; strategy
Availability / Price: | ISBN/ISSN: -
Notes: Other contacts: Natasha Cooper (Manager of the LBH Access Service and Chair of the SAP Steering Group). Tel: 020 8356.5610 e-mail: natasha.cooper@hackney.gov.uk

Community Care Magazine
An injection of social care Social workers must tell their health sector counterparts how they can contribute to multi-disciplinary practice - otherwise they risk losing their professional identity [author:Daisy Bogg]
An article in Community Care, 29 March 2007, pp 30-31.
This article examines the social work role in partnership trusts. As a profession, the author writes, we have become disenfranchised and cannot afford to rest on our laurels. Professional identity is placed at risk only if we let it. As we move towards integration, the validity of the social care perspective becomes ever more vital in the switch to person-centred care. The author is a Consultant Practitioner in mental health social care for Bedfordshire & Luton Partnership Trust. The author has provided questions about this article to guide discussion in teams; these can be viewed at the website link given below. (KJ)
Contact Details: Daisy Bogg, Consultant Practitioner in mental health social care Tel: | Fax:
E–mail: daisy@bogg.eclipse.co.uk |
Web links: http://www.communicare.co.uk/prtl |
Target group: LAs | Type / Format: article
Availability / Price: | ISBN/ISSN: 03075508
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Community Care Magazine
Directors call for strong leadership to hasten move to electronic records (workforce news) [author: Mithran Samuel]
A news item in Community Care, 12 April 2007, p8.
This bulletin reports on a poll, commissioned by the former ADSS and answered by 134 of the 150 councils, which found 94 per cent of authorities had partially implemented electronic case management systems, but there were several barriers to full implementation. David Johnstone, of the new ADASS, is leading on this issue which will ensure it is considered at the next executive meeting and is then likely to call for a national framework for care records standards.
Contact Details: Mithran Samuel Tel: | Fax:
E–mail: mithran.samuel@rbi.co.uk |
Web links: http://www.communicare.co.uk/prtl |
Target group: LAs | Type / Format: article
Availability / Price: | ISBN/ISSN: 03075508
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Community Care Magazine
We can help you integrate The Integrated Care Network is supporting practitioners in meeting the demands of the new era in social care [author: Bob Hudson]
An article in Community Care, 22 February 2007, pp 32-33.
Social care is at the heart of many of the key developments in public services reform and the next few years will herald further chagne in service commissioning and delivery. The Integrated Care Network (ICN) seeks to assist local agencies and professionals in addressing the partnership agenda that arises from these reforms nad has produced a range of supporting materials. This article describes four linked publications that address the role of social care in the changing policy context. (KJ)
Contact Details: Bob Hudson Tel: | Fax:
E–mail: bob@hudsonb.fsworld.co.uk |
Web links: http://www.communicare.co.uk/prtl |
Target group: LAs | Type / Format: article
Availability / Price: | ISBN/ISSN: 03075508
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County Durham SAP Steering Group
County Durham Single Assessment Process Steering Group - Terms of Reference
3 page document.
Contact Details: Brenda Peppin - SAP Lead/Chair of Steering Group, Derwentside PCT, Shotley Bridge Community Hospital, Consett, Co. Durham DH8 0NB Tel: +44 (0)1207 594458 | Fax: +44 (0)1207 594438
E–mail: brenda.peppin@derwentside.pct.nhs.uk |
Web links: http://www.derwentside-pct.nhs.uk |
Target group: LA | Type / Format: protocol
Availability / Price: download WP.doc | ISBN/ISSN:
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Cumbria & Lancashire Workforce & HR Directorate (formerly WDC), Cumbria & Lancashire SHA,
Cold Tea introduction to single assessment [produced by: Cumbria and Lancashire Strategic Health Authority Workforce Directorate] (August 2004)
"Cold Tea" is a video (running time: 17 minutes) based on primary care, and has been adapted from the Changing Workforce programme video. Its overall aims are to introduce Single Assessment, outline the benefits of Single Assessment, and encourage staff to consider the implications of Single Assessment. The video is directed towards staff working in Primary Care and has two scenarios: one of Service-Led Care (which quite often staff will mistake for person-centred care); and the same scenario enacted as Person-Centred Care. It is a video which will spark discussion, and advocates person centredness, integrated working and person-held records for patients or service users. The video is accompanied by facilitators' notes.
See also entry for the DVD, 'Listen to what I'm saying': person centred care and the Single Assessment Process (produced by Age Exchange), on which this film is also available.
Contact Details: Celia Granell, Clinical Development Manager for Older People and Primary Care, Cumbria and Lancashire Workforce and HR Directorate, Cumbria and Lancashire SHA, Preston Business Centre, Watling Street Road, Fulwood, Preston PR2 8DY Tel: +44 (0)1772 645701 (direct) +44 (0)1772 645700 (switch) | Fax:
E–mail: celia.granell@clha.nhs.uk |
Web links: |
Target group: PCT staff | Type / Format: video
Availability / Price: Outside Cumbria and Lancs, £30.00 per copy. | ISBN/ISSN:
Notes: Other contact details: 421 Productions, tel 07971 123874.

Department of Health
National service framework for older people: [main report]; executive summary; and Medicines for older people: implementing medicines-related aspects of the NSF for older people [pack cover title]: Modern standards and service models: national service frameworks: older people (author: Department of Health) (2001)
3 volumes in pack.
This National Service Framework (NSF) sets out eight standards for the care of older people in all settings across health and social services. These are: rooting out age discrimination; person-centred care; intermediate care; general hospital care; stroke; falls; mental health for older people; and the promotion of health and active life in older age. The main report also describes how it is expected that the NSF will be delivered locally; and sets out "milestones", performance measures for assessing progress, and programmes supporting implementation. Most older people take prescribed medicines as part of their treatment; the medicines document describes how the use of medicines for and by older people can be improved. The executive summary outlines the eight standards and milestones. The NSF has been developed from advice of an External Reference Group (ERG), co-chaired by Ian Philp and Denise Platt, Chief Inspector, Social Services Inspectorate (SSI), supported by nine task groups examining different aspects of older people's health care.
Contact Details: Department of Health, PO Box 777, London SE1 6XH. Tel: 0800 555 777 | Fax: +44 (01)1623 724524
E–mail: doh@prolog.uk.com |
Web links: http://www.dh.gov.uk/en/Publicationsandstatistics/Publications/PublicationsPolicyAndGuidance/DH_4003066 |
Target group: SSD/PCT/HA | Type / Format: book; policy
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Department of Health - DH
NHS Number in Social Care [news alert] [Department of Health - DH] (October 2008)
It was announced on 3rd October 2008 that Ministers have decided the NHS Number may be used by social care for linking user records. The NHS Number must be used in the NHS for linking health records in line with local plans. The NHS Number is the only National Unique Patient Identifier in operation in the NHS. Using the NHS Number makes it possible to share patient information safely, efficiently and accurately across NHS organisations. See website below for further information.
Contact Details: Tel: | Fax:
E–mail: |
Web links: http://www.connectingforhealth.nhs.uk/systemsandservices/nhsnumber/staff |
Target group: LAs/HAS | Type / Format: protocols
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Notes: Website announcement made on 3/10/08 at :- http://www.changeagentteam.org.uk/index.cfm?pid=218&catalogueContentID=3481

Devon County Council Social Services
Single Assessment Process: Glossary of terms, Devon Single Assessment Project Issue 1.0, Ref SAP/DEL/019 [author: Wendy Brewer] (4 December 2003)
Download document (4 pp).
The purpose of this document is to provide a comprehensive glossary of terms.
Contact Details: Mike Brooks - SAP Programme Manager, Devon County Council, County Hall, Topsham Road, Exeter EX2 4QD Tel: +44 (0)1392 205205 (switch) +44 (0)1392 687141 (direct brooks and brewer) | Fax:
E–mail: michael.brooks@exeter-pct.nhs.uk | wendy.brewer@exeter-pct.nhs.uk
Web links: http://www.swdhis.nhs.uk:8080/SAP | http://www.devon.gov.uk/socserve/sap/
Target group: | Type / Format: glossary
Availability / Price: | ISBN/ISSN:
Notes: (Website password on application)
Other contact: Wendy Brewer, SAP Project Manager.

Devon County Council Social Services
Single Assessment Process: SAP policy, Devon Single Assessment Project Draft 1.0, Ref SAP/DEL/018 [author: Wendy Brewer] (4 December 2003)
Download policy document (7 pp).
The purpose of this document is to outline the formal course of action to be taken when implementing the Devon, Plymouth and Torbay Single Assessment Process.

Contact Details: Mike Brooks - SAP Programme Manager, Devon County Council, County Hall, Topsham Road, Exeter EX2 4QD Tel: +44 (0)1392 205205 (switch) +44 (0)1392 687141 (direct brooks and brewer) | Fax:
E–mail: michael.brooks@exeter-pct.nhs.uk | wendy.brewer@exeter-pct.nhs.uk
Web links: http://www.swdhis.nhs.uk:8080/SAP | http://www.devon.gov.uk/socserve/sap/
Target group: | Type / Format: strategy
Availability / Price: | ISBN/ISSN:
Notes: (Website password on application)
Other contact: Wendy Brewer, SAP Project Manager.

East Sussex Social Services & East Sussex PCTs
Project Pilot Evaluation: Pilot of Single Assessment Process within Firwood Intermediate Care Centre [authors: Isobel Warren/ Caroline Blackett] 26/01/2005
This document outlines evaluation findings from a pilot Single Assessment Process project centred on the Firwood Intermediate Care Team, Eastbourne. The FACE (Functional Assessment of Care Environments) documentation was introduced to support assessment of service users across Health and Social Care from April 2004. Evaluation of the project commenced in November 2004. The objectives of the evaluation were to evaluate the use of the FACE accredited tool for ease of completion by staff member, ease of use by service user, and ability to complete forms in electronic format. Ease of information sharing, and potential for wider usage was also assessed. View document
Contact Details: Isobel Warren and Caroline Blackett, Joint SAP Project Managers East Sussex County Council, County Hall, St Anne's Crescent, Lewes, East Sussex, BN7 1SG Tel: 01273 403633 - IW 01273 403627 - CB | Fax:
E–mail: isobel.warren@esbh.nhs.uk | caroline.blackett@esbh.nhs.uk
Web links: http://www.eastsussex.gov.uk/socialcare/ |
Target group: | Type / Format: evaluation
Availability / Price: | ISBN/ISSN:
Notes:

East Sussex Social Services & East Sussex PCTs
Staff evaluation questionnaire Service user questionnaire [authors: Isobel Warren/ Caroline Blackett] 26/01/2005
East Sussex has developed questionnaires for evaluating SAP from the perspective of staff doing assessments using FACE and service users being assessed.
View user questionnaire | View staff questionnaire.
Contact Details: Isobel Warren and Caroline Blackett, Joint SAP Project Managers East Sussex County Council, County Hall, St Anne's Crescent, Lewes, East Sussex, BN7 1SG Tel: 01273 403633 - IW 01273 403627 - CB | Fax:
E–mail: isobel.warren@esbh.nhs.uk | caroline.blackett@esbh.nhs.uk
Web links: http://www.eastsussex.gov.uk/socialcare/ |
Target group: | Type / Format: evaluation
Availability / Price: | ISBN/ISSN:
Notes:

Essex Strategic Health Authority
Essex Single Assessment Process ('SAP'): a multi agency competency framework to aid single assessment and performance management competency statements and descriptions
The statements and descriptors in this document describe the six core competencies that specialist workers must possess in order to provide safe and effective care for older people:
1. Demonstrate and promote understanding of his or her role and the contribution of colleagues and others in the delivery of person centred care to older people.
2. Assess individual needs and circumstances.
3. Develop and sustain arrangements for best practice in joint working between workers and agencies.
4. Collaboration, information sharing and information management.
5. Continuous professional and technical development.
6. Analysis and judgement..
The document also includes three checklists: a profile of the competent worker in the Single Assessment Process; value based requirements for all agencies in SAP; and underpinning knowledge of a competent clinician/ worker in the single assessment process.
View framework
Contact Details: Jean Kingsley, Essex Project Director, Single Assessment Process, Swift House, Hedgerows Business Park, Colchester Road, Chelmsford, Essex CM2 5PF. Tel: +44 (0)1268 705152 +44 (0)1268 705101 (Pat Day - PA) | Fax:
E–mail: jean.kingsley@basildonpct.nhs.uk |
Web links: |
Target group: PCT/SSD staff | Type / Format: checklist
Availability / Price: | ISBN/ISSN:
Notes: On title page: Essex County Council and Thurrock Council

Essex Strategic Health Authority
Single Assessment Process: Essex-wide protocol: principles underpinning practice final version (August 2004)
This 24-page Protocol is the joint work of all the health and social care organisations in Essex ((including Thurrock Unitary Council and Southend Borough Council) which are responsible for delivering services to older people. The document contains the underpinning principles for the practice of SAP in all localities across Essex, to conform with the Department of Health (DH) guidance on SAP. Definitions of terms for the four levels of assessment in Essex - contact assessment, overview assessment, comprehensive assessment, and specialist assessment - are given. Four key roles in the process are identified: key worker; specialist assessor; care co-ordinator; and provider. The content of the process is outlined. Appendices comprise: Essex Single Assessment Process - schematic diagram; and the 6 competencies required of key workers and specialist assessors (as given in 'Essex Single Assessment Process ('SAP'): a multi agency competency framework to aid single assessment and performance management: competency statements and descriptions') .
View protocol
Contact Details: Jean Kingsley, Essex Project Director, Single Assessment Process Swift House, Hedgerows Business Park, Colchester Road, Chelmsford, Essex CM2 5PF. Tel: +44 (0)1268 705152 +44 (0)1268 705101 (Pat Day - PA) 07786 125600 | Fax:
E–mail: jean.kingsley@basildonpct.nhs.uk |
Web links: |
Target group: PCT/SSD staff | Type / Format: protocol
Availability / Price: | ISBN/ISSN:
Notes: On title page: Essex County Council, Thurrock Council.

European Health Management Association (EHMA) online publications
Integrating services for older people: a resource book for managers [edited by Henk Nies and Philip C Berman] [2004]
This resource provides guidelines for those involved in the development of integrated care services, written by expert authors from a wide range of backgrounds, and with real-life examples from countries around Europe. Focusing on the management of integrated care at the client level, the organisation level and the system level, this book is for managers and professionals in the health and social care field. Access the resource book online via the web link below.

Contact Details: Tel: | Fax:
E–mail: |
Web links: http://www.ehma.org/carmen/index.html |
Target group: | Type / Format: online book
Availability / Price: Online via web link. | ISBN/ISSN:
Notes: The resource book was produced by the CARMEN network (Care and Management of Services for Older People Network), supported by the European Commissions Quality of Life and Management of Human Resources Programme. CARMEN has been managed by the European Health Management Association (EHMA).

FACE Recording and Management Systems
FACE Older Persons Assessment Tools Version 3 (2003)
The assessment tool, FACE - Functional Assessment of the Care Environment for Older People, has been developed by FACE Recording and Management Systems.
Accredited by DH.
Assessment tools as follows: Background information & Contact assessment;
FACE Overview Assessment;;
Referral Form.

Contact Details: Mick McAndrew, FACE Recording and Management Systems, King John Chambers, 13 - 15 Bridlesmith Gate, Nottingham NG1 2 GR. Tel: +44 (0)115 950 8300 - Nottingham +44 (0)20 8488 6218 07815 294090 mobile PC | Fax:
E–mail: Piclifford@aol.com |
Web links: http://www.facecode.com |
Target group: | Type / Format: assessment tool
Availability / Price: | ISBN/ISSN:
Notes: Other contact: Paul Clifford in London.

Greenwich Council, Greenwich NHS Teaching PCT; Greenwich Queen Elizabeth Hospital NHS Trust
Personal Held Records: Single Assessment Process [authors: Greenwich NHS and Greenwich Council] [November 2006]
Sample of a personal held record that provides information about a person's assessment and care. The record is to be held by the individual in their home for their personal information. It is designed to promote communication between the individual and the different professionals from health and social care that visit. It is not intended to be a repository of 'professional' notes but a summary that can be referred to by the individual and their carers, relatives, etc. with permission of the individual. Professionals in turn can see what services are being provided. Teams such as District Nurses may leave their records in the folder but take them away when treatment is complete.
The folder contains an explanation of the purpose of a personal held record; a contact assessment; FACE overview assessment; care plan; weekly service timetable; specialist assessment; general communication sheet; other: facility to include additional material as required.

Contact Details: Maggie Rastall, Adult and Older People's Services, London Borough of Greenwich, Town Hall, Wellington Street, Woolwich, London SE18 6PW Tel: 020 8921 3124 | Fax:
E–mail: maggie.rastall@greenwich.gov.uk |
Web links: http:www.greenwich.gov.uk |
Target group: | Type / Format: personal held record
Availability / Price: | ISBN/ISSN:
Notes:

Harrow
Contact Assessments and GPs [authors: Sylv Sheehan and Ann Knight]
Powerpoint presentation describes a pilot on contact assessments developed for Harrow GPs and Virtual Care Teams. The aim was to secure GP involvement (in one practice) and create an integrated team for the practice. The authors designed a 'mail merge' Word document which picks up information from the GP database (EMIS) and deposits it into a contact assessment. This is a useful interim, interim solution which allows data to be pulled directly from the EMIS system. It is proving successful in the practice it is being piloted in and now being rolled out to other practices in Brent.
View presentation
Contact Details: Sylv Sheehan, SAP Facilitator, Harrow Sylv Sheehan Services Ltd, 82 Central Avenue, Pinner, Middlesex HA5 5BP Tel: 0208 966 9949 07769 565208 (mobile) | Fax:
E–mail: sylv@sheehan2.freeserve.co.uk |
Web links: |
Target group: | Type / Format: powerpoint
Availability / Price: View powerpoint presentation | ISBN/ISSN:
Notes:

Harrow
Review of Care File; questionnaires for service users and staff [author: Sylv Sheehan ]
Sample questionnaires for (a) service users and (b) staff to evaluate the use of care files.
View user questionnaire | View staff questionnaire
Contact Details: Sylv Sheehan, SAP Facilitator, Harrow Sylv Sheehan Services Ltd, 82 Central Avenue, Pinner, Middlesex HA5 5BP Tel: 0208 966 9949 07769 565208 (mobile) | Fax:
E–mail: sylv@sheehan2.freeserve.co.uk |
Web links: |
Target group: | Type / Format: evaluation
Availability / Price: | ISBN/ISSN:
Notes:

Hounslow
My Shared Care Plan: An Integrated Health and Social Care Plan [Version 1] [Hounslow SAP Team] June 2004
Under the Single Assessment Process, there is a need to share an integrated Health and Social Care Plan of the assessment, subject to consent, with the person who has been assessed, their carer(s) and all of those involved from health and social care.
The format of Hounslows 'My Shared Care Plan' has been designed to link in with person centred care and the single assessment process. It will be used after the FACE overview or comprehensive assessment has taken place. Numerous SAP care plans have been examined and have contributed to this document, not least those from Knowsley, Croydon and the NWL Sector in London. Managers, Practitioners and Clinicians in Hounslow have also had the opportunity to input into this document. It is person centred with the 'My' indicating the information is owned by the person who has been assessed. However, with consent, it should be made available to all who have contributed to the assessment and those providing services.
'My Shared Care Plan' is made up of 5 separate documents:
1 Health and Social Care Plan - contains the conclusions/outcomes from the Overview or Comprehensive assessment.
2 Timetable of Care + the people and organisations who provide these services
3 Contact List - including emergency nos for the person assessed and their carer(s)
4 Service Plan (Criteria and Charges for non-NHS Services)
5 Medication Management

Document here shows completed example of a fictional case.
View care plan
Contact Details: Keith Strahan, Hounslow SAP Manager Tel: 07973 700695 (mobile) 020 8583 3655 (office) | Fax:
E–mail: kspcsw@aol.com | Keith.Strahan@cfh.nhs.uk
Web links: |
Target group: | Type / Format: care plan
Availability / Price: | ISBN/ISSN:
Notes:

Integrated Care Network
7TH ANNUAL CONFERENCE OF THE INTERNATIONAL NETWORK OF INTEGRATED CARE
On the 29/30 November at Excel International Exhibition and Conference Centre, London Docklands, NHS Networks in association with the International Network of Integrated Care will be holding a major conference. The event is aimed at bringing together practitioners, managers, policy-makers and researchers who are working in the field of integrated care, disease management and health and social care networks to exchange knowledge, experience and innovative practice.
To present your work at the conference please e-mail your abstract direct to : Jennifer Smith at inic@igitur.uu.nl as soon as possible. It would also be helpful if you could state that you are a member of CSIP's Integrated Care Network. Please use the following format: - A structured abstract (no more than 200 words) including: case description; analysis of innovation; conclusions and points of learning - Names and details of the authors including institutional affiliations and contact details - Notification of which conference theme your wish to submit for: 'chronic disease management' or 'health and social care networks' (or 'both' if relevant) - The type of presentation: 'innovations poster'
Further details about the conference can be found at the website link below.
Contact Details: Wellington House, 2nd Floor, 133 - 155 Waterloo Road, London, SE1 8UG. Tel: | Fax:
E–mail: |
Web links: http://www.networks.nhs.uk |
Target group: | Type / Format: conference
Availability / Price: | ISBN/ISSN:
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Islington Social Services & PCT
Carer Assessment and Support Plan
The Islington carer assessment and support plan doc template is in Word and designed to link in with Overview domains.
In an effort to save some localities additional design and development work, Islington has released the carers assessment tool as Freeware. The assessment tool has been in circulation and in live use for the last two years at least in Islington. Practitioners are invited to use all or part of the document as they wish. It can be configured to add local icons etc. View Carer Assessment and Support Plan
Contact Details: Howard Smith E-Business Development Manager Islington Social Services & Primary Care Trust 338-346 Goswell Road London EC1V 7LQ Tel: 020 7527 8161 | Fax:
E–mail: howard.smith@islington.gov.uk |
Web links: |
Target group: | Type / Format: assessment tool
Availability / Price: Free to download and share | ISBN/ISSN:
Notes:

Islington Social Services & PCT
Community Care Review/Re-Assessment for People Living in Residential/Nursing Home Care
The Islington community care review/re-assessment tool for people living in residential/nursing home care doc template is in Word and designed to link in with Overview domains.
In an effort to save some localities additional design and development work, Islington has released the assessment tool as Freeware. The assessment tool has been in circulation and in live use for the last two years at least in Islington. Practitioners are invited to use all or part of this as they wish. It can be configured to add local icons etc. View Community Care Review/Re-Assessment for people living in residential/nursing home care
Contact Details: Howard Smith E-Business Development Manager Islington Social Services & Primary Care Trust 338-346 Goswell Road London EC1V 7LQ Tel: 020 7527 8161 | Fax:
E–mail: howard.smith@islington.gov.uk |
Web links: |
Target group: | Type / Format: assessment tool
Availability / Price: Free to download and share | ISBN/ISSN:
Notes:

Islington Social Services & PCT
Islington Community Care Review/Reassessment
The Islington community care review doc template which is in Word and designed to link in with Overview domains is an example of a review assessment tool that is suitable for use by practitioners across the whole adult service for the review assessment process.
In an effort to save some localities additional design and development work, Islington has released the assessment tool as Freeware. The assessment tool has been in circulation and in live use for the last two years at least in Islington. Practitioners are invited to use all or part of this as they wish. It can be configured to add local icons etc. View tool
Contact Details: Howard Smith E-Business Development Manager Islington Social Services & Primary Care Trust 338-346 Goswell Road London EC1V 7LQ Tel: 020 7527 8161 | Fax:
E–mail: howard.smith@islington.gov.uk |
Web links: |
Target group: | Type / Format: assessment tool
Availability / Price: Free to download and share | ISBN/ISSN:
Notes:

Jessica Kingsley Publishers
Integrating Care for Older People new care for old - a systems approach [authors: Christopher Foote, Christine Stanners] (2002)
The authors of this book (384 pp) share their practical experience of implementing a multi-agency approach to the support of older people. They show how systems thinking can help with the complexity of developing a model of care that co-ordinates medical, social and community services. Insight is offered into the effective use of on-going assessment, evaluation, costing and information technology, with examples. The resource aims to meet the growing need for material on multi-agency practice and is a tool for all those working across organisational and professional boundaries to deliver an integrated care system for older people. The book is based on a case study of the South Buckinghamshire EPICS (Elderly Persons Integrated Care System) project, where the authors worked as part of the EPICS team.
Chapter 4, 'Assessment: getting to know the older person', emphasises the importance and value of involving the older person in all stages of the assessment process. It also stresses the tension for practitioners between conforming to a standardised system and their wish to use their independent professional judgement - which is the most appropriate way to gain their commitment to a sustainable assessment process. The chapter discusses the selection and use of assessment tools as a way of facilitating the implementation of an assessment process.
Contact Details: Jessica Kingsley Publishers. 116 Pentonville Road, London N1 9JB. Tel: +44 (0) 20 7833 2307 | Fax: +44 (0) 20 7837 2917
E–mail: post@jkp.com |
Web links: http://www.jkp.com |
Target group: | Type / Format: book
Availability / Price: £16.95 | ISBN/ISSN: 184310010X
Notes: This book is one of more than 80 items (most date from 1987 to 1998) in the EPICS Collection held in the Library at the Centre for Policy on Ageing. As a concept, EPICS (the Elderly Persons Integrated Care System) could be described as a precursor to SAP.

Kent Social Services
Caring - self assessment online [January 2005]
Kent Social Services is piloting an innovative online self assessment scheme in partnership with software firm Anite Public Services. The Caring website allows people the choice to assess their own care needs or carry out an assessment on behalf of someone else by completing a questionnaire online. If a person qualifies for support, they will then be able to choose from a range of support services matching their assessed needs. In most cases, eligible applicants will be able to select a service without the need for a conventional home visit, however a review visit will take place to ensure the arrangements are suitable. The pilot covers people with moderate needs, but the aim is to extend the service to those with critical and substantial needs. Face-to-face assessments will be retained for those who want them.
Contact Details: Kent County Council, County Hall, Maidstone, Kent ME14 1XQ Tel: +44 (0)8458 247247 | Fax:
E–mail: social.services@kent.gov.uk |
Web links: http://www.kent.gov.uk/selfassessment |
Target group: | Type / Format: assessment tool
Availability / Price: | ISBN/ISSN:
Notes:

Kent Social Services
Kent Telehealth [February 2005]
Kent Telehealth is being launched in partnership with American company Viterion. It enables patients to monitor their own health and communicate with health and social care professionals from their own home via a hi-tech user-friendly computer-based unit through a telephone line. All personal details are encrypted so there is no opportunity for hackers to access patients details.
Although it will initially be piloted among 275 older people with chronic diseases across primary care trusts in Ashford, Maidstone Weald, South West Kent and Dartford and Gravesham and Swanley, KCC believes that the technology could eventually be used more widely. It could promote independence and self-management of, for example, care planning and be introduced into community settings such as schools, nursing and residential homes.
Contact Details: Kent County Council, County Hall, Maidstone, Kent ME14 1XQ Tel: +44 (0)8458 247247 | Fax:
E–mail: social.services@kent.gov.uk |
Web links: http://www.kent.gov.uk/ |
Target group: | Type / Format: online service
Availability / Price: | ISBN/ISSN:
Notes:

King's College London
Self assessment of health and social care needs by older people: a multi-method systematic review of practices, accuracy, effectiveness and experience report for the National Co-ordinating Centre for NHS Delivery and Organisation R&D (NCCSDO) [authors: Peter Griffiths, Roz Ullman, Ruth Harris] (April 2005, revised August 2005)
Key themes of person centred care are proper assessment of potentially complex needs, integration of assessment, sharing of information between services and with clients, and active involvement of older people in both health promotion and assessments. This systematic review (274 pp) considers the evidence base for self-assessment as a mechanism for promoting active user involvement in care and comprehensive assessment for older people. Although occasionally used to refer to self-report, the review defines self-assessment as 'comprising at least self-report, self-completion or direction of the process", with self as "the potential beneficiary of the assessment" The review aims to answer questions around the scope and accuracy of self-assessment, and its effectiveness in terms of service and person related outcomes including accessing services appropriate to need, uptake/engagement and satisfaction. The following approaches were used:
- a survey of the scope of the approaches towards self-assessment based on a comprehensive review of the literature and a survey of practice;
- a systematic review of studies of accuracy comparing the results of self-assessments with appropriate gold standard assessments;
- a systematic review of controlled trials of effectiveness or self-assessment;;
- a review of qualitative evidence of self-assessment for the perspective of both the older person and professionals.
A research summary, "Self assessment of health and social care needs by older people" (weblink 2), is also available.
Contact Details: Dr Peter Griffiths, The Florence Nightingale School of Nursing and Midwifery, King's College London, James Clerk Maxwell Building, 57 Waterloo Road, London SE1 8WA Telephone 020 7848 4698 Tel: +44 (0)20 7848 4698 | Fax:
E–mail: peter.griffiths@kcl.ac.uk |
Web links: http://www.sdo.lshtm.ac.uk/files/project/30-final-report.pdf | http://www.sdo.lshtm.ac.uk/files/adhoc/30-research-summary.pdf
Target group: | Type / Format: assessment tool
Availability / Price: | ISBN/ISSN:
Notes: Other members of the project team: Sally Brearley, Helen Bowers, Mike Nolan, Ian Norman and Gill Ritchie.

King's Fund
Policy framework for integrated care for older people developed by the Carmen network [author: Penny Banks] [August 2004]
Forty organisations in eleven European countries that make up the Carmen network exchanged experiences on coordinating and integrating services to meet the holistic and often complex needs of older people. Key themes emerged that have resonance for national policy in every country. They are described in this policy framework, which offers a checklist for national and regional policy makers concerned with improving the integration of sevices to older people. The framework can also be used by older people, carers and their organisations, service providers and commissioners and all who have a stake in changing current service systems. The approaches promoted in the framework reinforce policies on active ageing, emphasising control by individual older people and the concept of interdependence, in which older people give as well as receive. View document.
Contact Details: Penny Banks, Fellow in Health Policy, King's Fund, 11 - 13 Cavendish Square , London W1G 0AN Tel: 020 7307 2400 | Fax: 020 7307 2801
E–mail: |
Web links: http://www.kingsfund.org.uk/pdf/integratedcareforolderpeople.pdf | http://www.kingsfund.org.uk
Target group: | Type / Format: briefing; policy
Availability / Price: View pdf | ISBN/ISSN:
Notes: CARMEN stands for the Care and Management of Services for Older People in Europe Network.

Lancashire County Council Integrated Teams for Services for Older People
Single Assessment and shared access to services in East Lancashire using single electronic record [author: Tom Daniels] [September 2004]
In September 2004, a Strategic Partnership Agreement was formally signed by Burnley, Pendle and Rossendale PCT, Hyndburn and Ribble Valley PCT and Lancashire Social Services Directorate to work towards developing an Integrated Older People's Service between the three agencies. This briefing (2pp) by Tom Daniels, a senior manager in Lancashire Social Services, identifies six key work streams necessary for the first stages of integration.
Two locations have been identified for a pilot scheme around the Single Assessment Process (SAP) and shared access to services: Burnley Wood in the Burnley, Pendle and Rossendale PCT area, and Clitheroe in the Hyndburn and Ribble Valley PCT area. The project's key elements and its benefits to patients, service users, and the organisations covered are outlined.
View document.
Contact Details: Alex Sunderland, SAP Project Manager and Policy Officer for Older People, PO Box 162, East Cliff County Offices, Preston, Lancs, PR1 3EA Tel: 01772 534449 (direct) 01772 254868 (switch) | Fax:
E–mail: alexander.sunderland@ssd.lancscc.gov.uk |
Web links: |
Target group: LA/HA | Type / Format: briefing
Availability / Price: | ISBN/ISSN: -
Notes:

Lancashire Health and Social Care Communities
Single Assessment Process - Agreed Terminology [authors: Sheila Southworth, Neil Halton, Vic McNeill] (July 2002)
Glossary defining terms for health and social care providers implementing the Single Assessment Process
View glossary
Contact Details: Alex Sunderland, SAP Project Manager and Policy Officer for Older People, PO Box 162, East Cliff County Offices, Preston, Lancs, PR1 3EA Tel: 01772 534449 (direct) 01772 254868 (switch) | Fax:
E–mail: alexander.sunderland@ssd.lancscc.gov.uk |
Web links: |
Target group: LA/HA | Type / Format: glossary
Availability / Price: PDF upon request | ISBN/ISSN: -
Notes:

Lancashire Health and Social Care Communities
Single Assessment Process - Health and Social Care Agreement Working together to deliver better services to older people ( 2002)
As part of demonstrating a joint approach to working with older people, health agencies (PCTs and Health Authorities) and Social Services, on behalf of Lancashire County Council are asked to sign up to this agreement (15 pages).
View protocol
Contact Details: Alex Sunderland, SAP Project Manager and Policy Officer for Older People, PO Box 162, East Cliff County Offices, Preston, Lancs, PR1 3EA Tel: 01772 534449 (direct) 01772 254868 (switch) | Fax:
E–mail: alexander.sunderland@ssd.lancscc.gov.uk |
Web links: |
Target group: LA/HA | Type / Format: protocol
Availability / Price: PDF upon request | ISBN/ISSN: -
Notes:

Liquidlogic
[Liquidlogic pilots] (February 2004)
Liquidlogic is running SAP pilots at various localities in England. This is a list of the pilot sites, contacts, and the training and activities in which Liquidlogic has been involved.
view list.
Contact Details: David Grigsby Business Development Manager, Liquidlogic Brookfield House, Brookfield, Selby Road, Leeds LS25 1NB. Tel: +44 (0)113 232 0100 07919 254785 mobile | Fax: +44 (0)113 232 0101
E–mail: enquire@liquidlogic.co.uk | david.grigsby@liquidlogic.co.uk
Web links: http://www.liquidlogic.co.uk |
Target group: | Type / Format: publicity materials
Availability / Price: | ISBN/ISSN:
Notes: Other contact: Neil Polson, tel 07717 478 302 (mobile); Email: neil.polson@liquidlogic.co.uk

London Older People's Service Development Programme, Social Services Inspectorate - SSI, Department of Health - DH
A brighter future for older people : London Older People's Service Development Programme Digest ( June 2003)
This digest is one of the final outcomes of the Older People's Development Programme in London, which was a 2-year whole systems improvement initiative ending in June 2003. It comprises: an index of the Programme's work; information on the 25 original projects, with contact details; information on 4 projects funded by and linked to the Programme on medicines management, and patients as teachers; and a paper describing some of the Programme's lessons and ideas.
The case finding or case management projects all involved social service departments (SSDS), primary care trusts (PCTs) or other health service trusts, and voluntary sector organisations working together on projects around the National Service Framework for Older People (NSF). Most of the projects included an element of piloting the Single Assessment Process (SAP), testing assessment tools such as EASY-Care, and involving older people.
Contact Details: Val Jones, SW London Health Authority, Hartfield House, 41-47 Hartfield Road, London SW19 3RG Tel: +44 (0)20 8545 6091 | Fax:
E–mail: val.jones@swlha.nhs.uk |
Web links: http://www.london.nhs.uk/olderpeople |
Target group: General | Type / Format: book
Availability / Price: | ISBN/ISSN:
Notes:

London Older People's Service Development Programme, Social Services Inspectorate, Department of Health
Brighter futures for older people: key messages and lessons from the London Older People's [Service Development] Programme
Video accompanied by folder, 'A brighter future for older people: report and key lessons - June 2003' from the London Older People's Service Development Programme.
The folder contains:
Summary of evaluation of Phase 2, 'A journey of improvement: lessons and experiences from using the collaborative methodology in improving older people's services across 12 London Boroughs: an overview', carried out by the Older People's Programme, King's College London; Final report June 2001 - June 2003; 8 pamphlets: How to modernise health and social care services for older people: some ideas and practical tips; Prevention finding approaches that work; Work with emergency and acute services: a case management approach; Single assessment: what works; Empowering users and carers: what works; Medicines management; Falls screening and prevention; Working with people with dementia.

The London Older People's Service Development Progamme ended in June 2003.
Contact Details: Val Jones, SW London Health Authority, Hartfleld House, 41-47 Hartfield Road, London SW19 3RG, Tel: +44 (0)20 8545 6091 | Fax:
E–mail: val.jones@swlha.nhs.uk |
Web links: http://www.london.nhs.uk/olderpeople |
Target group: Social care/health staff | Type / Format: video; pack
Availability / Price: | ISBN/ISSN:
Notes: Video is copyright Little Fish Films, 2003.

Making Vision Reality Ltd
Single Assessment Workbook: tools and techniques for delivering person centred care [author: Making Vision Reality Ltd] May 2006
The workbook contains sections on: what is single assessment?; tools of SAP - assessment forms; assessment skills; process and protocols; multi-professional working; technology and the future; useful links; answers to workbook questions; case studies; quiz.
The workbook can support health and social care organisations training staff at the induction stage.
Contact Details: Craig Williams Making Vision Reality Ltd, Rock-A-Nore, High Street, Fairwarp, Uckfield, East Sussex TN22 3BP Tel: 44-(0)1825 712373 | Fax: 44-(0)1825 712417
E–mail: contact@makingvisionreality.co.uk |
Web links: http://www.makingvisionreality.co.uk/SAP_Work.html |
Target group: | Type / Format: workbook
Availability / Price: Ł100.00 + VAT from Making Vision Reality Ltd | ISBN/ISSN:
Notes:

Milton Keynes Council
Single Assessment Process [handout to accompany Workshop 1] [author: MIlton Keynes Council] (August 2003)
Handout expanding the detail of Powerpoint presentation of Workshop 1 brought by a partnership of Milton Keynes PCT, Milton Keynes Council, Age Concern Milton Keynes, and Milton Keynes Hospital Trust. Accompanied by: ''The Single Assessment Process: a brief guide''; and DoH notes of guidance - Annexes F & H.
view handouts | view brief guide | view Annexes F & H
Contact Details: John Holley, Single Assessment Process Manager, Milton Keynes Council, Civic Offices, 1 Saxon Gate East, Central Milton Keynes MK9 3HQ Tel: +44 (0)1908 253952 (JH) | Fax:
E–mail: John.Holley@Milton-keynes.gov.uk |
Web links: http://www.mkweb.co.uk/mkcouncil |
Target group: General | Type / Format: briefing
Availability / Price: | ISBN/ISSN:
Notes:

Milton Keynes Council
Single Assessment Process Workshop 1 [author: MIlton Keynes Council] (August 2003)
Powerpoint presentation (12 frames) of a workshop brought by a partnership of Milton Keynes PCT, Milton Keynes Council, Age Concern Milton Keynes, and Milton Keynes Hospital Trust. The workshop aimed to develop shared procedures through joint health and social care workshops, to develop an increased understanding about SAP and its implementation.
View presentation
Contact Details: John Holley, Single Assessment Process Manager, Milton Keynes Council, Civic Offices, 1 Saxon Gate East, Central Milton Keynes MK9 3HQ Tel: +44 (0)1908 253952 (JH) | Fax:
E–mail: John.Holley@Milton-keynes.gov.uk |
Web links: http://www.mkweb.co.uk/mkcouncil |
Target group: General | Type / Format: powerpoint
Availability / Price: | ISBN/ISSN:
Notes:

NE London SHA
North East London education and training strategy to support the implementation of the Single Assessment Process for older people [author: Eleanor Langridge] (January 2004)
Sector wide training strategy for the SAP. The local working groups are using this to create Borough based implementation plans. 37 pages.
View strategy
Contact Details: Jane Winter, Asst. Director, Social Care, Directorate of Regeneration, NE London SHA, Aneurin Bevan House, 81 Commercial Road, London E1 1RD Tel: +44 (0)20 7655 6600 ext 4325 | Fax: +44 (0)20 7655 6675
E–mail: jane.winter@nelwdc.nhs.uk |
Web links: |
Target group: | Type / Format: strategy
Availability / Price: | ISBN/ISSN:
Notes: NE London SHA covers: Barking & Dagenham, Corporation of London, Hackney, Havering, Tower Hamlets, Newham, Redbridge, Waltham Forest.
Strategy written by consultancy, Evolution - Professional Learning and Development. Tel: 01903 201012. eleanor@evolutionspld.co.uk

North East London Strategic Health Authority
Single Assessment Process Training Materials: NELSHA [author: Eleanor Langridge] [May 2004]
The training materials developed within the North East London sector are being added to all the time as trainers gain experience in using them. Powerpoint presentations, which accompany the training, are listed in separate entries. Documents currently in use include:
Training matrix for SAP which describes sessions; learning outcomes; learning resources; length of session.
Background information for trainers listing relevant legislation and policy documents.
Selected training videos.
SAP - a brief guide, covering why it is happening? how is it different? what does it consist of? key features.
A series of handouts: bibliography of relevant reading sources; sharing values and beliefs; assessment.
A series of exercises around: what is assessment? assessment processes; what makes a good assessment? getting to know you; creating case studies.
SAP assessment skills exercise observation sheet.
SAP assessment skills development plan.
SAP Care Coordinator role background reading: organisational culture; cross cultural models; health & social care joint unit; social versus medical model of disability.
SAP Care Coordinator role development plans.
Also included in the pack is the Essex SAP Multi agency Competency Framework to aid single assessment and performance management.
View documents: SAP training materials | Exercises | Handouts | Essex SAP multi-agency competency framework
Contact Details: Jane Winter, Assistant Director, Social Care, Directorate of Regeneration, NELSHA, Aneurin Bevan House, 81 Commercial Road, London E1 1RD Tel: 020 7655 6600 extn 4325 | Fax: 0207 655 6675
E–mail: jane.winter@nelondon.nhs.uk |
Web links: http://www.nelondon.nhs.uk |
Target group: | Type / Format: pack
Availability / Price: | ISBN/ISSN:
Notes: The North East London SAP leads have developed extensive training materials around SAP in conjunction with Eleanor Langridge of Evolutions - Professional Learning and Development (see entry on 'related organisations' listing). They have drawn on resources produced through a joint initiative by a group of project managers and trainers from the Avon, Gloucestershire and Wiltshire Strategic Health Authority. Part of the agreement for use is that the source is acknowledged and they are used in SAP multi-agency training. The original authors have given permission for trainers to adapt according to local need. The remainder of the material is original.

North East London Strategic Health Authority
The Single Assessment Process: an introduction [author: Eleanor Langridge]
Fifteen powerpoint frames provide an introduction to SAP covering the national context and providing an outline of the single assessment process.
Headings of frames: SAP: an introduction; national context; National Service Framework for Older People; the single assessment process - what is it? why do we need SAP? deadlines implementation and compliance; who is involved? - individuals and organisations; importance of SAP - policy drivers, service user needs; four types of assessment; principles of SAP; outcomes of SAP.
Training materials supporting the powerpoint presentation are listed in a separate entry.
View presentation
Contact Details: Jane Winter, Assistant Director, Social Care, Directorate of Regeneration, NELSHA, Aneurin Bevan House, 81 Commercial Road, London E1 1RD Tel: 020 7655 6600 extn 4325 | Fax: 0207 655 6675
E–mail: jane.winter@nelondon.nhs.uk |
Web links: http://www.nelondon.nhs.uk |
Target group: | Type / Format: powerpoint
Availability / Price: | ISBN/ISSN:
Notes: The North East London SAP leads have developed extensive training materials around SAP in conjunction with Eleanor Langridge of Evolutions - Professional Learning and Development (see entry on 'related organisations' listing). They have drawn on resources produced through a joint initiative by a group of project managers and trainers from the Avon, Gloucestershire and Wiltshire Strategic Health Authority. Part of the agreement for use is that the source is acknowledged and they are used in SAP multi-agency training. The original authors have given permission for trainers to adapt according to local need. The remainder of the material is original.

North East London Strategic Health Authority
The Single Assessment Process: an introduction to the principles and process [author: Eleanor Langridge]
Nineteen powerpoint frames provide an introduction to the principles and process of SAP.
Headings of frames: objectives of the assessment process; people involved in SAP - individuals and organisations; importance of SAP - policy drivers, service users needs; key benefits; principles and outcomes of SAP; main challenges; key issues - person centred, standardised approach, outcome centred approach, older person's contribution; shared values and principles; four types of assessment; carer's assessment; key aspects of SAP.
Training materials supporting the powerpoint presentation are listed in a separate entry.
View presentation
Contact Details: Jane Winter, Assistant Director, Social Care, Directorate of Regeneration, NELSHA, Aneurin Bevan House, 81 Commercial Road, London E1 1RD Tel: 020 7655 6600 extn 4325 | Fax: 0207 655 6675
E–mail: jane.winter@nelondon.nhs.uk |
Web links: http://www.nelondon.nhs.uk |
Target group: | Type / Format: powerpoint
Availability / Price: | ISBN/ISSN:
Notes: The North East London SAP leads have developed extensive training materials around SAP in conjunction with Eleanor Langridge of Evolutions - Professional Learning and Development (see entry on 'related organisations' listing). They have drawn on resources produced through a joint initiative by a group of project managers and trainers from the Avon, Gloucestershire and Wiltshire Strategic Health Authority. Part of the agreement for use is that the source is acknowledged and they are used in SAP multi-agency training. The original authors have given permission for trainers to adapt according to local need. The remainder of the material is original.

North East London Strategic Health Authority
The Single Assessment Process: developing assessment skills [author: Eleanor Langridge]
Nineteen powerpoint frames on developing assessment skills.
Headings of frames: group exercise - what is assessment? assessment is NOT; group exercise - older person's involvment in assessment; practitioner role in assessment; group exercise - what makes a good assessment? SAP - key principles; person-centred assessment; achieving a person centred approach; achieving a standardised approach; achieving an outcome centred approach; assessor competencies; group exercise - assessment in practice, feedback; developing your practice.
Training materials supporting the powerpoint presentation are listed in a separate entry.
View presentation
Contact Details: Jane Winter, Assistant Director, Social Care, Directorate of Regeneration, NELSHA, Aneurin Bevan House, 81 Commercial Road, London E1 1RD Tel: 020 7655 6600 extn 4325 | Fax: 0207 655 6675
E–mail: jane.winter@nelondon.nhs.uk |
Web links: http://www.nelondon.nhs.uk |
Target group: | Type / Format: powerpoint
Availability / Price: | ISBN/ISSN:
Notes: The North East London SAP leads have developed extensive training materials around SAP in conjunction with Eleanor Langridge of Evolutions - Professional Learning and Development (see entry on 'related organisations' listing). They have drawn on resources produced through a joint initiative by a group of project managers and trainers from the Avon, Gloucestershire and Wiltshire Strategic Health Authority. Part of the agreement for use is that the source is acknowledged and they are used in SAP multi-agency training. The original authors have given permission for trainers to adapt according to local need. The remainder of the material is original.

North East London Strategic Health Authority
The Single Assessment Process: stages in the process; different types of assessment; assessment competencies [author: Eleanor Langridge]
Eleven powerpoint frames provide an overview of different types of assessments.
Headings of frames: stages in the single assessment process; the assessment process; contact assessment; overview assessment; SAP domains; specialist (in-depth) assessment; comprehensive assessment; evaluating assessment information; care coordinator role.
Training materials supporting the powerpoint presentation are listed in a separate entry.
View presentation
Contact Details: Jane Winter, Assistant Director, Social Care, Directorate of Regeneration, NELSHA, Aneurin Bevan House, 81 Commercial Road, London E1 1RD Tel: 020 7655 6600 extn 4325 | Fax: 0207 655 6675
E–mail: jane.winter@nelondon.nhs.uk |
Web links: http://www.nelondon.nhs.uk |
Target group: | Type / Format: powerpoint
Availability / Price: | ISBN/ISSN:
Notes: The North East London SAP leads have developed extensive training materials around SAP in conjunction with Eleanor Langridge of Evolutions - Professional Learning and Development (see entry on 'related organisations' listing). They have drawn on resources produced through a joint initiative by a group of project managers and trainers from the Avon, Gloucestershire and Wiltshire Strategic Health Authority. Part of the agreement for use is that the source is acknowledged and they are used in SAP multi-agency training. The original authors have given permission for trainers to adapt according to local need. The remainder of the material is original.

North East London Strategic Health Authority
The Single Assessment Process: the Care Coordinator Role [author: Eleanor Langridge]
Fifteen powerpoint frames provide an overview of the Care Coordinator Role within SAP.
Headings of frames: Group exercise - Care Coordinator role - what is it? Care Coordinator role; the assessment process; comprehensive assessment; effective care coordination; joint working; group exercise - sharing values and beliefs; degrees of partnership; SAP joint working - opportunities and challenges; group exercise - what promotes joint working? case studies.
Training materials supporting the powerpoint presentation are listed in a separate entry.
View presentation
Contact Details: Jane Winter, Assistant Director, Social Care, Directorate of Regeneration, NELSHA, Aneurin Bevan House, 81 Commercial Road, London E1 1RD Tel: 020 7655 6600 extn 4325 | Fax: 0207 655 6675
E–mail: jane.winter@nelondon.nhs.uk |
Web links: http://www.nelondon.nhs.uk |
Target group: | Type / Format: powerpoint
Availability / Price: | ISBN/ISSN:
Notes: The North East London SAP leads have developed extensive training materials around SAP in conjunction with Eleanor Langridge of Evolutions - Professional Learning and Development (see entry on 'related organisations' listing). They have drawn on resources produced through a joint initiative by a group of project managers and trainers from the Avon, Gloucestershire and Wiltshire Strategic Health Authority. Part of the agreement for use is that the source is acknowledged and they are used in SAP multi-agency training. The original authors have given permission for trainers to adapt according to local need. The remainder of the material is original.

North Somerset Council
SAP from paper to electronic delivery [authors: Mary Hammond and Andy Moll] February 2006
Power point presentation describes the strategies developed to implement the Single Assessment Process. From an early stage managers felt that an e-solution was required for sharing information successfully. North Somerset Council is using mobile technology to enable the process of assessing the needs of older people and for vulnerable adults. It has drawn on Cambridgeshire's experience of using tablet PCs for the single assessment process collecting data for several agencies at once - Project Nomad pilot. North Somerset's tablet PCs will upload and download data either while staff travel between interviews or when they have access to high-speed data transfer through a home broadband connection, a council office or a library.
Project Nomad - the National Project is sponsored by the Office of the Deputy Prime Minister and is dedicated to mobile and flexible working in local authorities. Cambridgeshire County Council, the original lead authority for Project Nomad, has now taken responsibility for it , providing a 'safe home'. Current plans are to continue to promote mobile and flexible working, making use of mobile technology, via the Nomad website, through events, through partnership and collaborations with local authorities, regional centres of excellence and other organisations.
View powerpoint presentation
Contact Details: Mary Hammond, Team Manager, Adult Social Services, North Somerset Council Town Hall, Walliscote Grove Road, Weston-super-Mare, Somerset, BS23 1UJ Tel: 01934 888 888 | Fax:
E–mail: mary.hammond@n-somerset.gov.uk |
Web links: http://www.n-somerset.gov.uk/ | http://www.projectnomad.org.uk/
Target group: | Type / Format: powerpoint
Availability / Price: | ISBN/ISSN:
Notes: Andy Moll is the eGovernment Strategy Manager, North Somerset Council

North Surrey Primary Care Trust
Community Healthcare Records Parkinson's Disease Patients North Surrey PCT
Example of handheld paper records for single assessment process for people with chronic diseases. Folder contains:
contact information for Parkinson's Disease medical staff;
service provided for parkinson's disease patients and carers;
single assessment process: basic personal information;
single assessment process: contact assessment;
checklists for: internal risk factors; carers involved; mobility assessment; psychological status; medication; falls;
nursing lifting assessment form;
medication chart;
communication sheet;
staff signature sheet.
Contact Details: Dr Beverly Castleton, Consultant Physician North Surrey PCT, Medical Director's Office, Villa 22, Guildford Road, Chertsey, Surrey KT16 0QA Tel: 01932 723782 | Fax: 01932 723533
E–mail: jacqueline.batchelor@nsurreypct.nhs.uk |
Web links: http://www.nsurreypct.nhs.uk |
Target group: | Type / Format: assessment tool
Availability / Price: | ISBN/ISSN:
Notes:

North West London Sector SAP
North West London Contact Assessment Folder [NWL SAP Team]
The North West London (NWL) Sector has a common approach to the Single Assessment Process sharing jointly developed assessment tools, records and forms to facilitate the cross boundary exchange of care information.
The Contact Assessment Folder contains following documents/tools:
1. Sector approach - brief description of purpose.
2. Basic personal information - includes key contacts.
3. Contact assessment - identification of health and social care needs.
4. Medical information - for hospital use.
5. Referral form - for referring for further assessment.

Contact Details: Keith Strahan, Hounslow SAP Manager Tel: 07973 700695 (mobile) 020 8583 3655 (office) | Fax:
E–mail: kspcsw@aol.com | Keith.Strahan@cfh.nhs.uk
Web links: |
Target group: | Type / Format: assessment tool; toolkit
Availability / Price: | ISBN/ISSN:
Notes: Also contact Ruth Garry, Kensington and Chelsea Primary Care Trust,email ruth.garry@kc-pct.nhs.uk

Pavilion,
Journal of Integrated Care Practical evidence for service development [editor: Peter Thistlethwaite]
This journal is edited to ensure practical relevance to the needs of people working on the development of policy and service provision. The Journal aims to be a meeting point for ideas from those studying or evaluating care and from those implementing policy or research findings; and of particular value is the perspective of service users and carers. The editorial board wishes to narrow the gap between research and service delivery, and to promote evidence-based approaches.
Published six times a year. Formerly titled: Managing Community Care.
Contact Details: Liz Mandeville (Pavilion Editor) The Ironworks, Cheapside, Brighton, East Sussex BN1 4GD Tel: 01273 623222 | Fax: 01273 625526
E–mail: info@pavpub.com |
Web links: http://www.pavpub.com |
Target group: LA/HA | Type / Format: journal
Availability / Price: by subscription | ISBN/ISSN: 1476-9018
Notes:

Pavilion
The Castlefields integrated care model the evidence summarised [authors: David Lyon, Julia Miller, Kirsty Pine] (February 2006)
Article in: Journal of Integrated Care, vol 14, issue 1, pp 7-12.
This article presents and reviews the evidence from a pilot project run by Halton Primary Care Trust at Castlefields Health Centre in Runcorn, where a social worker was based and worked proactively with a district nurse to introduce an integrated case management approach for patients. The practice had noticed that social interventions were at least as valuable as mmedical ones for older people. Indeed, an important element of this model was the identification of high-risk people aged 65+ not already known about, and for whom anticipatory assessments and care packages could be arranged. Decision-making was noticeably simplified and speeded up, with most assessments completed in a single day. The authors recommend that PCTs should consider the benefits of social care input to case management, especially when planning new services and new roles such as that of community matron.
Contact Details: Tel: 01273 623222 | Fax: 01273 625526
E–mail: info@pavpub.com |
Web links: http://www.pavpub.com |
Target group: LA/HA | Type / Format: article
Availability / Price: | ISBN/ISSN: 14769018
Notes:

Skills for Health
Older People's National Workforce Competence Framework Guide 2004
The Guide explains the application and use of competence frameworks; how the framework is constructed; and provides an overview of the framework for older people's services. The overview has been developed to provide an indication of the units of competence that apply generally to older people's health and social care services and more specific competences including those relating to care of older people with age related health needs. The competences were developed to be applicable to a range of settings and professions - primary care, walk-in centres, minor injury units and hospitals; and staff ranging from support staff to qualified nurses, doctors and allied health professionals.
View competence framework
Contact Details: Dr Caryl Plewes, Project Director, Older People's Competence Framework, Goldsmiths House, Broad Plain, Bristol BS2 0JP Tel: 0117 9221155 | Fax:
E–mail: caryl.plewes@skillsforhealth.org.uk |
Web links: http://www.skillsforhealth.org.uk/files/570-SfH_Older_people_a-w.pdf | http://www.skillsforhealth.org.uk
Target group: | Type / Format: competence framework
Availability / Price: Download pdf. | ISBN/ISSN:
Notes:

Skills for Health/Topss England
Older People Competence Framework: units of competence 2004
The Competence Framework for Older People covers the competences needed to care for older people with age related health needs. The competences were developed to be applicable to a range of settings and professions - primary care, walk-in centres, minor injury units and hospitals; and staff ranging from support staff to qualified nurses, doctors and allied health professionals. This document details the units of competence, each of which describes an activity that is a significant part of someone's job, for example: communicate with older people and their carers; assess the health and wellbeing of older people. Each unit contains a number of elements of competence that specify what an individual using the Competence Framework needs to do to demonstrate competence in that particular area of practice.
Contact Details: Dr Caryl Plewes, Project Director, Older People's Competence Framework, Goldsmiths House, Broad Plain, Bristol BS2 0JP Tel: 0117 922 1155 | Fax:
E–mail: caryl.plewes@skillsforhealth.org.uk |
Web links: http://www.skillsforhealth.org.uk/files/529-OPCompetencest5-1%28Dec03%29.pdf | http://www,skillsforhealth.org.uk
Target group: | Type / Format: competence framework
Availability / Price: Download pdf. | ISBN/ISSN:
Notes:

Somerset County Council, Social Services Department
The Single Assessment Process guidance for staff working with older people in Health and social care throughout Somerset (October 2003; revised 24 January 2004)
Guide (16 pp) providing a brief outline of SAP. Its purpose is to provide a brief outline of the new approach to the assessment of the health and social care needs as set out in Standard Two of the National Service Framework for Older People (NSF). It includes a page by page guide to completing the overview assessment tool, preceded by explanation of the four levels of assessment, and ending with a section on information disclosure.
View document .
Contact Details: Heather Roughton, Single Assessment Process Project Manager, County Hall, Taunton, TA 1 4DY. Tel: +44 (0)1823 356718 (HR) +44 (0)1823 355193 (ES) | Fax:
E–mail: HMRoughton@somerset.gov.uk | ESkinner@somerset.gov.uk
Web links: http://www.somerset.gov.uk |
Target group: General | Type / Format: guidance
Availability / Price: | ISBN/ISSN:
Notes: Other contact: Eric Skinner

Staffordshire Social Services Department
The Single Assessment Process in Staffordshire and Stoke on Trent Guidelines for staff working with older people in health and social care (version 1, pilot) (November 2003)
9 pages.
View guidelines
Contact Details: Marie Duquesnay, SAP Projects Manager, St Chad's Place, Stafford ST16 2LR Tel: 01785 277089 | Fax:
E–mail: marie.duquesnay@staffordshire.gov.uk |
Web links: http://www.staffordshire.gov.uk/live/welcome.asp?id=318 |
Target group: LA/HA/PCT | Type / Format: guidance
Availability / Price: | ISBN/ISSN:
Notes: Jackie Owen, Asst. Director for Older People Services

Stockport Social Services / Stockport Primary Care Trust
[Stockport SAP - Report to Local Implementation Team] (undated)
3 pages. Provides outline for staff training by use of 3 core modules and 9 optional modules developed by external consultants who provide a bespoke training programme. View report
Contact Details: Jude Wells, SAP Manager, Stockport PCT, Regent House, Heaton Lane, Stockport, Cheshire SK4 1BS Tel: 0161 426 5561 (JW) 0161 426 5000 (switch) | Fax:
E–mail: jude.wells@stockport-pct.nhs.uk |
Web links: http://www.stockporthealth.nwest.nhs.uk/sitev1/pages/startpage.asp |
Target group: LA/HA | Type / Format: strategy
Availability / Price: | ISBN/ISSN:
Notes:

Tameside and Glossop Primary Care Trust,
Single Assessment Process [training materials] [author: Teresa Jankowska] (February 2002)
Handouts, exercises and facilitators' notes, from the range of training materials for SAP used by Tameside and Glossop PCT, and for a variety of audiences:
Single Assessment Process (SAP): implications for practice: training information for all involved in providing care for older people, course details; and programme;
Time for reflection - the implications for practice (exercise);
Single Assessment Process: person centred approach (handout);
Single Assessment Process (SAP) awareness session: programme;
Documentation workshop;
Single Assessment Process and person centred care: presentation for the Really Important Questions Forum.
Training materials continue to be developed as and when needed.
Contact Details: Teresa Jankowska, SAP Co-ordinator, Tameside and Glossop Primary Care Trust, New Century House, Progress Way, Windmill Lane, Denton M34 2GP. Tel: +44 (0)161 304 5450 (TJ) +44 (0)161 304 5300 (PCT general no) | Fax:
E–mail: teresa.jankowska@nhs.net |
Web links: http://www.tameside.gov.uk/tmbc1/sap.htm |
Target group: | Type / Format: guidance
Availability / Price: | ISBN/ISSN:
Notes:

The Hillingdon Hospital NHS Trust
Single Assessment Process (SAP) Evaluation - Service Providers Questionnaire [author: Una Dunne]
Questionnaire to evaluate how well SAP has been received and if there are any areas to improve on. From the service providers perspective it aims to ascertain what they feel SAP is trying to achieve.
View document
Contact Details: Karen Blackbond, Single Assessment Project Manager The Hillingdon Hospital NHS Trust Pield Heath Road, Uxbridge, Middlesex UB8 3NN Tel: 01895 238282 (switch) | Fax:
E–mail: karen.blackbond@thh.nhs.uk |
Web links: |
Target group: | Type / Format: evaluation questionnaire
Availability / Price: | ISBN/ISSN:
Notes:

University of Sheffield
EASY-Care 2004 (2004)
This assessment tool is accredited by the Department of Health. The package consists of the following documentation : -
EASY-Care 2004 assessment forms (contact, overview, planning care, consent)
Assessor's Manual
Assessor's Guide to Exploring Needs
Training Manual - Single Assessment Process
EASY-Care is now used in 19 countries and available in 15 languages.
Contact Details: EASY-Care Administrator, University of Sheffield, Sheffield Institute for Studies on Ageing (SISA), Community Sciences Centre, Northern General Hospital, Sheffield S5 7AU Tel: +44 (0)114 271 4939 | Fax: +44 (0)114 271 5771
E–mail: j.marriott@sheffield.ac.uk |
Web links: http://www.shef.ac.uk/sisa/easycare |
Target group: LA/HA | Type / Format: assessment tool
Availability / Price: only from SISA. £1.65 for the overview assessment tool; 75p for the assessor's manual and guide. Training manual only available as part of training undertaken with SISA. | ISBN/ISSN:
Notes: EASY-Care (Elderly Assessment System) was developed by SISA with an education grant from Pfizer Limited.

Waltham Forest NHS PCT and Waltham Forest Council
Protocol for staff on the use of the Single Assessment Process Person Held Record in Waltham Forest [DRAFT] [author: Steve Griffiths] [September 2006]
Sample of a protocol on the use of a person held record (PHR) developed by Waltham Forest and currently in draft form. Every adult over the age of 18 years who is the subject of a multi disciplinary or multi agency assessment process is to be provided with a Person Held Record folder. This is to allow efficient and safe storage of assessment records and other related documentation by the assessed person. At the individual's discretion, it will prevent duplication and support the practice of iniformation sharing between the individual and practitioners of various agencies.
The protocol consists of: statement of purpose; scope; staff responsibilities - (1) managers; (2) individual practitioners; procedures: (1) issuing the PHR; (2) inserting information; (3) ownership and responsibility; (4) access; (5) terminating the use of the PHR; success indicators and governance arrangements.
View document.
Contact Details: Steve Griffiths, Service Manager, Integrated Adults and Community Service, London Borough of Waltham Forest Silver Birch House, Uplands Business Park, Blackhorse Lane, Walthamstow, London E17 5SD Tel: 020 8496 3467 | Fax:
E–mail: steve.griffiths@lbwf.gov.uk |
Web links: |
Target group: | Type / Format: protocol; person held record
Availability / Price: | ISBN/ISSN:
Notes: email:

Wandsworth Borough Council; Wandsworth Primary Care Trust
EASY-Care & Single Assessment briefing notes, [Wandsworth]
These Briefing notes (3 pp) on the assessment tool for SAP for health and social services staff in Wandsworth outline the terminology, why the Single Assessment Process is being introduced, and the role of EASY-Care as an assessment tool in Wandsworth.
View briefing notes
Contact Details: Wendy Moreton, Senior Planning and Review Officer, Wandsworth Borough Council, Town Hall, Wandsworth High Street, London SW18 2PU. Tel: +44 (0)20 8871 6271 (WM) +44 (0)20 8789 5511 (FN) | Fax:
E–mail: wmoreton@wandsworth.gov.uk | fleur.norwood@swlondon.nhs.uk
Web links: |
Target group: Health/social services staff | Type / Format: assessment tool; briefing
Availability / Price: | ISBN/ISSN:
Notes: Other Contact: Alastair Bearne, abearne@wandsworth.gov.uk

Wandsworth Borough Council; Wandsworth Primary Care Trust
Guidance on using the new assessment tools draft as at 13 April 2003 [authors: Wandsworth Borough Council Social Services Community Care Division; Wandsworth Primary Care Trust] (March 2003)
Guidance (14 pp), some of which applies only to Social Services. Comprises: background notes; using the new assessment tools; completing the contact assessment; completing the overview assessment; ; and other assessment issues.
The intention is that this draft will be updated regularly.
View draft guidance
Contact Details: Wendy Moreton, Senior Planning and Review Officer, Wandsworth Borough Council Town Hall Wandsworth High Street London SW18 2PU. Tel: +44 (0)20 8871 6271 (WM) +44 (0)20 8789 5511 (FN) | Fax:
E–mail: wmoreton@wandsworth.gov.uk | fleur.norwood@swlondon.nhs.uk
Web links: |
Target group: Health/social services staff | Type / Format: guidance; assessment tool
Availability / Price: | ISBN/ISSN:
Notes:

Worcestershire SSD
Progressing the Single Assessment Process in Worcestershire : Evaluation and Action Plan Paper prepared for the Department of Health (September 2002)
This report details Worcestershire's progress to date of plans for implementation of the single assessment process and outlines future work. A series of pilots in various parts of the county provided a useful learning curve. The document sets out a number of more detailed conclusions/recommendations. Overall though, it was found that three basic issues needed to be resolved between the organisations in Worcestershire before full implementation of SAP could be achieved. These issues were: a) the revision of the overall strategy and programme plan; b) the appointment of a Programme Manager to oversee the implementation of SAP and c) to appoint a Project Officer to scope out what was required to ensure effective information transfer between all parties. 63 pages.
Contact Details: Jonathan Monks, Programme Manager, County Hall, Spetchley Road, Worcester, WR5 2NP Tel: 01905 766963 | Fax:
E–mail: jmonks2@worcestershire.gov.uk |
Web links: http://www.worcestershire.gov.uk/progressingsingleassessment |
Target group: LA | Type / Format: strategy
Availability / Price: contact Jonathan Monks | ISBN/ISSN:
Notes: see Good Practice

Worcestershire SSD
Worcestershire Health and Social Care economy : Single assessment workforce development plan (July 2003)
5 pages. First draft. This development plan identifies training needs for all staff levels within the Worcestershire health and social care services. It is a comprehensive outline assessment of what training is required and embraces the range from briefing sessions to seminars for team coaches; from using tools for assessment to understanding person-centred care and the older person. Total costs for one and two years are given. View documents: development plan | training strategy
Contact Details: Jonathan Monks, Programme Manager, County Hall, Spetchley Road, Worcester, WR5 2NP Tel: 01905 766963 | Fax:
E–mail: jmonks2@worcestershire.gov.uk |
Web links: http://www.worcestershire.gov.uk/progressingsingleassessment |
Target group: LA | Type / Format: protocol; template; strategy
Availability / Price: contact Jonathan Monks | ISBN/ISSN:
Notes: see Good Practice

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