Methods of requesting and transferring information. 10.1 This agreement applies to information that is shared in the following ways: • Internal post. • External post. • Telephone. • Safeguarding adults meeting. • Fax or textphone. • Email. • Databases/electronic records
Methods of requesting and transferring information. 10.1 The safe and secure handling and transfer of information will depend upon the level of sensitivity of the information.
Methods of requesting and transferring information. Client information will be transferred via an online client record which will be completed by the partner agency, who will also identify a specific staff member as the case owner with responsibility for keeping the electronic record up to date with details of needs and required support services. Once the client record has been created and assessment completed, referrals can be made via Newcastle Gateway to the support providers identified as appropriate for the client. Support providers will act upon information shared and update the Gateway with responses to referrals and details of any support placements. If necessary, support providers can also refer their clients to additional support by creating a new assessment and referrals. Create Gateway client record Close Gateway client record once support complete (if no current referrals to or placements with Gateway services) Support provider: Respond to referrals for support, maintain details of support placement and outcomes AIN Unit: respond to referrals for SIS support, maintain details of SIS awards and outcomes Complete needs assessment, details of support workers involved and refer to support providers (housing related support, SIS and employment support) Housing Advice Centre: Maintain details of support from HAC ME team: Maintain details of instances of rough sleeping Referrer: Maintain details of support needs, contact details and support workers involved When a case owner ceases to support a client, the case owner can be changed to another Gateway user if necessary, and details of any changes to the case owner are automatically saved on the client record. The client’s record can also be closed if they are not seeking or receiving any further support from services, and details are automatically saved on the client record. Cases can be reopened and reassigned should the client need support from Gateway services in future. Additional client information may be requested from referral agents by providers, where this is relevant and necessary to their decision, on an ad hoc basis. These requests may be made via Newcastle Gateway or other mediums. Other partner agencies involved with the client may also become aware that additional relevant information exists; in this instance agencies should alert the client’s case owner who can update the client record.
