Referrals for clients will generally come from one of the
Care Providers (both residential & non-residential)
Primary Care Trusts (PCT’s)
National Health Service (NHS) Family members Friends
If it is the first time that any of the above organisations or individuals have dealt with Professional Deputies we would usually recommend holding an initial meeting. The reasoning behind the initial meeting would be to: firstly introduce ourselves (while learning a bit more about our respective organisations), secondly to see if the services offered would be right for the proposed client, thirdly to see if we can work together taking into consideration each organisation’s working practices, policies etc, and lastly to cover costs or any possible funding arrangements.
Clients referred to Professional Deputies will be accepted if they meet one of the following criteria
i) are deemed mentally incapable
ii) have a severe physical disability that prevents access to financial assistance
iii) are at risk of financial abuse
These are the only eligible criteria, and are set in accordance with the CoP and the DWP.
The referral process involves four basic steps:
1. The referring organisation or individual will contact Professional Deputies to notify them they might possibly have a client that requires either appointeeship, deputyship or power of attorney.
2. A Referral Form, along with Briefing Notes will then be sent to the referring organisation.
3. Once the Referral Form is completed and returned to Professional Deputies, we will then verify the application.
4. Once Professional Deputies are satisfied it is a case appropriate, and suitable for either appointeeship, deputyship or power of attorney, we will then start the process of applying for the relevant service.
If an organisation is looking to transfer a number of clients over to us, we are more than happy to take these clients on. We would suggest an initial meeting so we could discuss the practicalities of the transfer and so on.
Click here to read how Professional Deputies work with Care Management