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Consumer Directed Care:
There is more to it
than meets the eye
Jeremy McAuliffe
General Manager, Benetas Home Care
26 February 2015
Consumer Directed
Aged Care Regulatory
and Compliance
Readiness Summit 2015
Overview – What’s Hot
 A brief introduction
 A CDC transition experience
 Hot topics and burning
issues
 Clients, staff, finance,
systems, the future
 Lessons learned
About Benetas
 Anglican Aged Care Services Group was
established in 1948 by volunteers from
the Anglican Diocese of Melbourne
 Re-branded under the trading name of
‘Benetas’ in 2003 (which means ‘a good
age of life’ in Latin)
 Services provided across Melbourne and
regional Victoria - home care packages,
respite programs, residential aged care
facilities, independent living units,
retirement village
 We support clients with a continuum of
care from housing and home care
through to specialist residential care.
 1,400 employees and 400 volunteers
Setting the Scene
 When driving a car you
encounter various speed
limit signs, but these have
changed over time and
drivers have had to adapt.
 Drivers look for signs and
adjust accordingly.
 CDC is a changed sign on
the aged care roadway.
 Like a speed sign, if you
don’t read it right there
are consequences.
CDC: Getting Started
 Transitioning from traditional
Home Care Package service
models to new reform
responsive and CDC aligned
service models.
 Revising program procedure
and documentation to align
with CDC and reform
requirements.
 Reworking job roles to
enhance capacity to provide
CDC responsive services.
 Getting CDC finances sorted,
thinking about competition,
pricing and viability.
Client Expectation
 We set client expectations,
often from the moment of
first contact.
 The expectation we set will
influence the customer
experience sought by the
client.
 Client expectation can force
unsustainable and non-
competitive practice.
 CDC doesn’t mean that you
should create an expectation
that you cannot fulfill.
Client Fees
 The client fee landscape is
different and so are
conversations with clients about
money.
 The client fee equation =
consumer co-
contribution/income assessment
+ basic daily fee +
administration/management
charge.
 Each part is different and each
impacts at a different point.
 Operational practice, along with
financial and accounting process
is impacted.
Consumer Co-contribution
 Clients, whether old or new
lack awareness and
understanding of co-
contribution.
 It takes time to explain co-
contribution and income
assessment, time that is
unfunded and may delay or
block commencement.
 Co-contribution is not good
news to clients, and not
good news for your finance
systems.
Choice & Control
 Choice has focused on client
preference.
 Now it is multi-layered –
provider, service offer,
flexibility.
 Brand and service offer vs
flexibility and range of
services.
 Duty of care or dignity of
risk?
 Advice or informed choice?
Client Agreement
 Traditional client agreements
focused on compliance
 Client agreements should be more
about obligations.
 Consider CDC as a partnership
with shared responsibilities.
 What the provider will do, what
the client will do; and the
consequences of not doing.
 An agreement brings everything
together.
Finance
 Individual budgets.
 Accounting procedures CDC ready.
 Procedure to enable
contingencies and accrual of
client surpluses.
 Spreadsheets don’t talk to
finance and client management
systems.
 CDC brings increased financial
risk.
 Does your CFO understand CDC
finance better than you?
Commercial Practice
 Decipher service vs sales.
 Price your inputs and measure
your sales.
 Do you know your product?
 Input driven or caseload
burden?
 Stand alone and sustainable,
not cross-subsidised.
 Funded service refusal is a
fee for service opportunity.
Staff Engagement
 Adapt to CDC operational models
and the changed job roles and
new procedures and practices
that underpin these models.
 The challenge for staff is to see
CDC as a philosophy of care and
to adapt to the new ways of
working that this demands.
 Focus staff expertise on delivery
of exemplary customer service
and provision of an outstanding
customer experience.
Next Wave of Reforms
 Commonwealth Home Support
Program (CHSP), transitioning
programs, new guidelines, more
CDC.
 Screening and Assessment,
common tools, Regional
Assessment Service.
 Portals – providers, assessors
and clients - interface with
central client records.
 Client match and refer through
myagedcare.
 Program integration, individual
funding, provider ratings????
Critical lessons
 The sector is becoming more
commercial whether we like it or
not.
 Understanding CDC finances is
more important than
understanding CDC operations.
 Business modelling is not
program planning.
 CDC is a service philosophy, not a
program.
 CDC is organisational business.
 Do not underestimate the scale
of change.
Questions
Thank you for your interest and attention.
Contact me: jeremy.mcauliffe@benetas.com.au
More about Benetas: www.benetas.com.au

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Liquid Learning Feb 2015

  • 1. Consumer Directed Care: There is more to it than meets the eye Jeremy McAuliffe General Manager, Benetas Home Care 26 February 2015 Consumer Directed Aged Care Regulatory and Compliance Readiness Summit 2015
  • 2. Overview – What’s Hot  A brief introduction  A CDC transition experience  Hot topics and burning issues  Clients, staff, finance, systems, the future  Lessons learned
  • 3. About Benetas  Anglican Aged Care Services Group was established in 1948 by volunteers from the Anglican Diocese of Melbourne  Re-branded under the trading name of ‘Benetas’ in 2003 (which means ‘a good age of life’ in Latin)  Services provided across Melbourne and regional Victoria - home care packages, respite programs, residential aged care facilities, independent living units, retirement village  We support clients with a continuum of care from housing and home care through to specialist residential care.  1,400 employees and 400 volunteers
  • 4. Setting the Scene  When driving a car you encounter various speed limit signs, but these have changed over time and drivers have had to adapt.  Drivers look for signs and adjust accordingly.  CDC is a changed sign on the aged care roadway.  Like a speed sign, if you don’t read it right there are consequences.
  • 5. CDC: Getting Started  Transitioning from traditional Home Care Package service models to new reform responsive and CDC aligned service models.  Revising program procedure and documentation to align with CDC and reform requirements.  Reworking job roles to enhance capacity to provide CDC responsive services.  Getting CDC finances sorted, thinking about competition, pricing and viability.
  • 6. Client Expectation  We set client expectations, often from the moment of first contact.  The expectation we set will influence the customer experience sought by the client.  Client expectation can force unsustainable and non- competitive practice.  CDC doesn’t mean that you should create an expectation that you cannot fulfill.
  • 7. Client Fees  The client fee landscape is different and so are conversations with clients about money.  The client fee equation = consumer co- contribution/income assessment + basic daily fee + administration/management charge.  Each part is different and each impacts at a different point.  Operational practice, along with financial and accounting process is impacted.
  • 8. Consumer Co-contribution  Clients, whether old or new lack awareness and understanding of co- contribution.  It takes time to explain co- contribution and income assessment, time that is unfunded and may delay or block commencement.  Co-contribution is not good news to clients, and not good news for your finance systems.
  • 9. Choice & Control  Choice has focused on client preference.  Now it is multi-layered – provider, service offer, flexibility.  Brand and service offer vs flexibility and range of services.  Duty of care or dignity of risk?  Advice or informed choice?
  • 10. Client Agreement  Traditional client agreements focused on compliance  Client agreements should be more about obligations.  Consider CDC as a partnership with shared responsibilities.  What the provider will do, what the client will do; and the consequences of not doing.  An agreement brings everything together.
  • 11. Finance  Individual budgets.  Accounting procedures CDC ready.  Procedure to enable contingencies and accrual of client surpluses.  Spreadsheets don’t talk to finance and client management systems.  CDC brings increased financial risk.  Does your CFO understand CDC finance better than you?
  • 12. Commercial Practice  Decipher service vs sales.  Price your inputs and measure your sales.  Do you know your product?  Input driven or caseload burden?  Stand alone and sustainable, not cross-subsidised.  Funded service refusal is a fee for service opportunity.
  • 13. Staff Engagement  Adapt to CDC operational models and the changed job roles and new procedures and practices that underpin these models.  The challenge for staff is to see CDC as a philosophy of care and to adapt to the new ways of working that this demands.  Focus staff expertise on delivery of exemplary customer service and provision of an outstanding customer experience.
  • 14. Next Wave of Reforms  Commonwealth Home Support Program (CHSP), transitioning programs, new guidelines, more CDC.  Screening and Assessment, common tools, Regional Assessment Service.  Portals – providers, assessors and clients - interface with central client records.  Client match and refer through myagedcare.  Program integration, individual funding, provider ratings????
  • 15. Critical lessons  The sector is becoming more commercial whether we like it or not.  Understanding CDC finances is more important than understanding CDC operations.  Business modelling is not program planning.  CDC is a service philosophy, not a program.  CDC is organisational business.  Do not underestimate the scale of change.
  • 16. Questions Thank you for your interest and attention. Contact me: jeremy.mcauliffe@benetas.com.au More about Benetas: www.benetas.com.au