Our referral and assessment process

We place each individual at the heart of their care, taking time to understand their personal history and story. Our assessment process is uniquely tailored to ensure the package of care we propose will be as unique as the person we support.



We are incredibly proud of the high standard of our services and this begins as soon as you contact us with a referral. We recognise the different degrees of urgency and are able to react as necessary to each individual’s needs, whether immediate or requiring longer term planning. Each referral and assessment will be professionally managed with respect and skilled therapeutic input to ensure our support has taken into account all areas of an individual’s needs.

What happens when you refer someone?

We work with specialist teams to gather all information regarding each person’s needs and specific requirements. Our holistic approach means we are assessing the whole person, rather than just their medical needs. Our experienced team will consider the desired location and type of service required, timelines involved and, most importantly, the difference we can make to enhancing the opportunities and life skills of each individual.

Who does the assessment?

We have a highly experienced team involved in our assessment process. Typically, the Area Manager and Home Manager of the preferred home will attend the assessment and would then refer to any necessary specialists if required.

Who is involved in the assessment?

The individual is always placed at the centre of our assessment, so involving them to the maximum of their ability is always our key objective. There are many other people involved in the process of assessing an individual and ensuring their needs are met; these include family, friends, advocates, social workers, therapeutic professionals and support workers. We aim to consider all perspectives on the person’s needs.

How long does the assessment take?

This is entirely dependent on the individual’s circumstances and needs. We ensure that regardless of timeframes the assessment process always maintains the highest possible standards.

Are reports generated?

We produce a therapeutic care pathway that accompanies any placement offer. This document contains information about Progress Housing, our assessment findings and our offer and recommendations related to the placement offered. Also included are the level of staff support and costs.

Who makes the final decision?

We believe in partnership with the individual and their advocates, so ultimately the decision is a joint one, made by the professionals responsible for the funding of the placement, the individual themselves and the family, friends and advocates who are supporting this person.

What happens if the placement is accepted?

When placements are offered detailed information about our assessment is forwarded to the referring professionals, this could be the Local Authority or CCG. The placement offer will include our findings and recommendations along with the placement fee associated with the proposed support package. The referrer will then consider our placement offer, and if accepted we will then work with the individual and all relevant professionals and family members involved in the individuals care to make plans, and pre-visits prior to their admission to our services.

What care plans and risk assessments are put in place?

Part of the transition planning process is the development of care-plans and risk assessments for each individual. These are produced from a collaboration with the registered home manager, their team and external therapeutic professionals where necessary. These documents support visits during the individual’s transition and are fully in place from the moment a person moves in.

Post-admission review

As part of our caring and person-centred support, after six weeks a post-admission review takes place. This enables reflection on the settling in period for each person, and is also an opportunity to plan for longer term goals. We pride ourselves on being responsive and flexible to people’s needs so this review allows everyone to discuss the level of support and to ensure funding was set correctly. If any changes need to be made they are formalised in this meeting and formal requests made to relevant professionals. If things change, we change.

Referals contacts

If you wish to make a referral or enquire about any aspect of the services we provide please contact us using the details below:

Karly Mason
Area Manager
01903 232 446
[email protected]

Head Office
01992 785 460
[email protected]