Prior to using Abacus, Warwickshire’s Visiting Officers used the traditional method of paper based forms to collect service user information and carry out financial assessments. These forms were lengthy and completed assessments needed to be returned back to the office. Warwickshire wished to adopt a more user friendly solution that would improve the overall efficiency of financial assessments.
Warwickshire’s requirement was for a portable financial assessment solution that could update the current system being used. It needed to allow the council to move the assessment process forward to reduce the amount of time ‘front-line’ staff spent on administration duties.
Additionally, appointment information was recorded manually in a spreadsheet and any changes to details about the client visit such as address, appointment time, and assessment type had to be communicated to visiting officers via telephone or email.
The use of paper forms also meant that visiting officers had to rely on static benefit rate information and their own knowledge to carry out a client’s financial assessment. Forms had to be completed by hand which was often time consuming and data would ultimately need to be ‘re-keyed’ into the back office system once the form was returned.
Warwickshire identified the Abacus Mobile Assessment module as being the solution to their issues. This module can be used on laptops and tablets and taken out by visiting officers to service user’s homes. It enables financial assessments to be completed there and then using up to date benefit information and all assessments can be downloaded remotely.
- Efficiencies made as a result of faster processing times
- Ease of information access for visiting officers and office based assessment staff
- Cost savings including a reduction in paperwork, storage and disposal
- Visiting officers do not need to keep returning to the office to view up to date diary information and upload assessments, therefore they are able to increase the time available to spend with clients
"The implementation of Atlas was a significant step for the team with the aim of improving processes and achieving savings within financial assessments and charging. It enabled our team to become more effective by reducing administration and duplication of work, bringing benefits to both the County Council and customers."
Financial Information, Systems and Assessments Manager, Warwickshire County Council