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Your assessment

How your assessment works and the steps you need to take.

If you refer yourself or are referred to adult care you will have an assessment of your needs. The initial assessment will normally be completed over the telephone by staff at Call Derbyshire.

You can contact Call Derbyshire on tel: 01629 533190.

The person conducting the assessment will ask you about your care and support needs, what you struggle with and what you'd like to happen.

You'll also be given information and advice about aids and equipment, community based services and other local agencies that may be able to help you.

If the initial assessment shows that you may be eligible for statutory support from us, you'll be referred to a social worker in your local area. The social worker will complete a more detailed assessment with you face-to-face.

Face-to-face assessment

We aim to complete a face-to-face assessment within 28 days of your initial telephone assessment.

The assessment is your chance to discuss your support needs, in confidence, with one of our experienced and trained workers.

They'll meet with you and, if you wish, your partner, a friend or family member, to ask you how you manage your day-to-day life activities and what help you need to stay independent.

If you have health, social care or housing needs, we may need to share your information with other agencies. We'll always ask you first, unless we need to act quickly to protect you from harm.

After your assessment we need to decide if you're eligible to receive support from us. Regretfully we can't always offer you a service. Even if we can't help, we'll put you in touch with other organisations who may be able to.


If you have significant difficulty engaging with the assessment process and have no appropriate family carer to help you, you may be entitled to the services of an independent advocate. You can talk to the adult care worker who is doing your assessment about this.

Considerations in an assessment

We consider:

  • the physical health and safety of you and your carers
  • the mental health and mental wellbeing of you and your carers
  • your ability to look after yourself, for example feeding, washing, using the toilet
  • whether you're supported, or are alone
  • the security and adequacy of your current living arrangements
  • your ability to manage your money

Assessment length

If the assessment is straightforward, it may be as little as an hour. If your circumstances are more complicated, then more than one visit may be needed.

Prepare for your assessment

You'll get the most out of your assessment if you think through any issues before we visit. You'll be sent a copy of the pre-assessment factsheet attached to this page in the post to fill in before your assessment. You might like to make notes about the things that are most important to you.

Everyone's different, but some things you may wish to think about could include:

  • how you look after yourself and your personal needs
  • the people or relationships that are important to you
  • the things that are important to help you stay healthy and safe from harm
  • the things that enable you to stay in control of your life
  • the things that enable you to stay, or get involved, with your local community
  • your work, leisure and learning
  • the support you feel your carer or carers may need

These things will help you to identify any achievements (we call these outcomes) and goals you'd like. These will be recorded in your support plan. We have a duty of care to ensure that you stay safe from neglect or abuse.

People that can be involved in your assessment

A social worker will carry out your assessment with you.

In some situations, we may need to introduce you to people with special skills, such as an occupational therapist, a nurse or another health worker.

If you have a carer, you are welcome to have them with you at the assessment. Your carer(s) can also request an assessment of their own needs.

If you need translation or interpretation services, please tell us. Also let us know if you need specific communication support to help you with your assessment.

Assessment results

Your worker will look at the results of your assessment and decide whether you meet the conditions to receive care services. The worker will use a nationally set framework to assess your eligibility.

Once your eligibility has been determined and your needs agreed, the next step is to work out how to meet them and help you be more independent.

A personal budget will be calculated to determine the funding available from us for your support needs.

A support plan will then be developed with you and this will detail what you want to achieve.

Change in circumstances

Your needs and the support given to you will be reviewed at least annually. This is to make sure that the help you get is still appropriate. If there are changes affecting how you manage, you can ask for a further assessment.

If you disagree with your assessment

If you disagree with any part of the process, you should discuss this with your assessor.