Contact&Connect: Financial Assessment builds on our suite of automated telephony services supporting adult social care, and is specifically designed to encourage the timely completion of financial assessment forms, whether that is done in person, on the telephone or online. 

The automated calls are scripted with councils and then sent to those people who have yet to complete their financial assessment form, asking them to make contact and the time within which they need to do so. The call can then either automatically connect the service user to a financial assessor to arrange an appointment, support with the form, or send a link to an online form if available or preferred. 

Councils using the service have seen a significant increase in the number of financial assessments completed within the 28 day window (as defined by the Care Act), and as a result fewer service users are being charged the full cost of their care, resulting in fewer complaints as well as addressing ASC related debt.

Typically the platform generates three calls and sends a text message to make contact with the service user, driving them to complete the form. Hundreds of calls can be generated each week and they can go out when it suits both the service user and the financial assessment team. Calls can be actively monitored via live dashboards, can be paused and started again in line with team capacity, and can be sent to advocates, carers or family members if required.