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    Care Needs Assessment: What Happens and How to Prepare

    There are two different things people mean by 'assessment': the local authority one that decides whether the council will contribute, and the provider one that decides what your actual care plan says. They are not the same, and you may need both.

    The local authority care needs assessment

    Anyone who appears to need care can request a needs assessment from their local council, regardless of income. It looks at what you struggle with day to day and whether your needs meet the national eligibility threshold. A separate financial assessment then decides who pays.

    You can ask for a carer's assessment at the same time if a family member is providing unpaid support — this is a legal right and is assessed in its own terms.

    The provider assessment: our free home visit

    Our visit is different. It is not about eligibility; it is about writing a plan that works in your house. A care manager comes out, walks through the routine with you, looks at the practical realities, and leaves you with an itemised written quote.

    • How the day actually runs, in the order it happens
    • Medication, GP and any district nurse involvement
    • Mobility, transfers and equipment already in place
    • Risks: stairs, bathing, cooker, front door, night-time
    • What the person wants to keep doing themselves
    • Who else is involved and who should be called first

    How to prepare in ten minutes

    You do not need paperwork, but four things make the visit far more useful: a current medication list, a rough diary of the last two weeks, the name of the GP surgery, and — most importantly — the honest version of what is going wrong rather than the tidy version.

    What happens after the assessment

    You get a written care plan and an itemised quote. Nothing starts until you say so, there is no setup fee, and no minimum contract. Plans are reviewed by a qualified care manager and change as needs change.

    Frequently asked questions

    Does the assessment cost anything?

    Our home visit and written quote are free with no obligation. The local authority needs assessment is also free.

    Do I need a council assessment before arranging private care?

    No. You can arrange private care straight away and pursue a council assessment in parallel if you want to check funding eligibility.

    How long does the visit take?

    Usually around an hour, longer where needs are complex or several family members want to be present.

    Can family join by phone or video?

    Yes — it is very common for one relative to be in the room and another on the phone. We'd rather everyone hears the same thing once.

    What if we're not ready to start?

    That's fine. Plenty of families get assessed to understand costs and options months before they begin. There is no obligation and we won't chase you.

    Book a free care assessment

    A care manager will visit, write the plan and email an itemised quote — call 01784 740078 or request a visit below.

    We'll call you back within 24 hours. No long forms — we'll discuss the rest by phone.

    Book a free care assessment

    A care manager will visit, write the plan and email an itemised quote — call 01784 740078 or request a visit below.