Care Needs Assessment

If you or a loved one are finding it hard to manage and think you need support, getting a care needs assessment from your local council is the first step. The assessment looks at the care services that would help meet your care needs.

Understanding a care needs assessment

A care needs assessment is a process conducted by local authorities to evaluate an individual's requirements for care and support services, ensuring they receive appropriate assistance to improve their quality of life.

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How to get a care needs assessment

Get in touch with the adult social services department of your local council and ask for a care needs assessment.

There’s no charge for a care needs assessment and everyone is entitled to one regardless of income, savings or level of need.

A friend or carer can ask for a care needs assessment on behalf of someone, with their permission. If the person lacks mental capacity to decide about having a care needs assessment, someone can ask for them to be assessed if they think this is in their best interests

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What the assessment involves

A social care professional will usually come to see the individual to find out how they are managing everyday tasks.

They'll consider:

  • Health, and what they can, can't, or struggle to do
  • Cultural and religious background and support network
  • Current living arrangements
  • How they would like to be supported
  • Information from healthcare professions, like their GP

The local council should consider what support the individual needs right now, and what might help them in the future.

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Waiting time for an assessment

The local council will decide how soon to carry out a care needs assessment based on the individual needs and circumstances. They may decide to prioritise some requests over others, which is why it's important to give as much detail as you can about the needs and circumstances, especially if urgent help is required.

If you feel you're waiting too long, ask the council for an update and make a complaint if needed.

If there is an urgent need for help, for example if there's a safeguarding issue, the council has the power to put services in place immediately, without waiting to do a care needs assessment.

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Preparing for an assessment

It's helpful to think about the kind of help needed. Be specific, for example:

  • ‘I need someone to help me get up and dressed in the mornings’
  • ‘I need help to shower regularly’
  • ‘I need to be reminded to take my medication’

Think about cultural, social, religious and emotional needs too, for example:

  • ‘I want to go to my place of worship once a week’
  • ‘I want to visit my brother twice a month’

Ask a friend or carer to be at the assessment too, if you can.

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Eligibility for care and support

Local councils have their own assessment procedures, but they follow national criteria to decide who's eligible for care and support. In making their decision, they'll look at whether the individual is unable to do, or have difficulty with, daily living tasks (which are called 'outcomes'), and whether this has a significant impact on their wellbeing. 

  1. Do you have care and support needs as a result of a physical or mental condition?
  2. Are you unable to achieve two or more outcomes?
  3. Is there, or is there likely to be, a significant impact on your wellbeing?

If the individuals needs meet the criteria above, this is known as having 'eligible needs'.

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Examples of Daily living outcomes

The daily living outcomes include things like: 

  • Eating properly
  • Going to the toilet 
  • Being safe at home 
  • Keeping your home clean and safe 
  • Seeing family and friends 
  • Going to work, volunteering, education or training
  • Using services in your area
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After the assessment

  1. If the council are going to meet the individuals needs, a care plan should be agreed and a copy provided. This will detail what the needs are and what the council is going to do to meet them, for example the care services it's going to put in place.
  2. There will also be a financial assessment (also called a means test) to find out whether the individual is entitled to help with the cost of the care services and, if so, how much they need to contribute towards the cost.
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Disagreeing with the decision

If the council decides that an individual don't meet the eligibility criteria but you think they do, you should first try and resolve the issue informally by raising and discussing your concerns with the council. 

If you're still unhappy, you can raise a formal complaint with them.

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If you're looking for support with daily living, we're here to help. Our friendly team is ready to offer guidance, answer your questions, and arrange care tailored to your or your loved ones' needs in their own home. Reach out today for personalised advice and support.

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Care Needs Assessment FAQ's

You’re bound to have questions when exploring your home care options, so we’ve answered some of the most common ones below.

A personal assistant (PA) is someone employed directly by your (or your loved one) to provide care or support. The person employing the PA becomes a legal employer and has legal responsibilities (e.g. payroll, insurance, employment rights). Many people use Direct Payments from their local authority, personal budgets, or their own money to employ a PA. A PA is not regulated by the CQC even if they are providing personal care. For a stress free care journey we would recommend you engage with a regulated home care provider, where they have all of the employer responsibilities.

Home care (also called domiciliary care) can be paid for privately or can be funded in full or in part by your local council. For funding by your local council, a needs assessment is carried out including an assessment on finances. See Care Costs & Funding for more details.

Reasons for choosing home care (also called domiciliary care) can vary. For example, sometimes, after a stay in the hospital, someone might find they need some help while recuperating. Others can find that a long-term condition or disability means they need some help at home. You or those close to you might notice changes in abilities to manage the day-to-day things like preparing meals or personal care.

Visiting home care (also called domiciliary care) can help you or your loved one maintain independence and comfort while receiving the support needed in your own homes. Whether it’s assistance with daily tasks such as cooking, cleaning, personal care, or help managing medication and health conditions, home care allows you or your loved one to stay in familiar surroundings without sacrificing safety or quality of life. It offers peace of mind, knowing that professional, compassionate caregivers are there to lend a hand when needed.

Yes. In England, home care agencies that provide personal care must be registered with and regulated by the Care Quality Commission (CQC). In Wales, home care agencies that provide personal care must be registered with and regulated by the Care Inspectorate Wales (CIW). For Scotland, home care agencies that provide personal care must be registered with and regulated by the Care Inspectorate (CI).  Personal care includes things like help with washing, dressing, toileting, and assisting with medications — anything that involves direct physical care or support with hygiene.

For many people, it is vital to stay independent and at home in their own familiar surroundings near friends and family. Remaining independent may be very important to you or your loved one, but it can mean a little extra help is need. Home care (also called domiciliary care), is a flexible type of visiting care where a care worker visits you in your own home. This can often be the perfect solution to getting a little help whilst retaining a good level of personal freedom.

Call us to find out more about Care Needs Assessment

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