In this guide, you’ll learn the key considerations, work through a practical example and find useful next steps. Take your time and use the free worksheets to put ideas into practice.
What you’ll take away
Understand the test
Ask about screening
Keep evidence
Understand the test
Eligibility relates to a primary health need, not simply a diagnosis or care setting.
Ask about screening
A checklist may be used before a full multidisciplinary assessment.
Keep evidence
Record the nature, complexity, intensity and unpredictability of care needs.
Ask about review rights
Request written decisions and information about challenge processes where applicable.
What to gather
Care plans and clinical records
Notes about changing needs
Assessment correspondence
Putting your learning into practice
Use the guidance above to identify the information you need and the questions to investigate. Consider:
Understand the test.
Ask about screening.
Keep evidence.
Ask about review rights.
This is general financial education, not a personal recommendation, an assessment of suitability or an invitation to buy or arrange a financial product. Check current official information and obtain appropriate professional advice for individual circumstances.
Further help
For up-to-date rules and support, see this UK guidance resource. Check which rules apply in your part of the UK.
This is general educational information, not personalised financial, tax, legal, business or care advice. Rules and eligibility can change; seek regulated or qualified advice when needed.
Put your learning into practice
Explore the workbook for your situation and record your own figures.
Ask about the topic you’ve just read. We can explain general information and signpost independent support, but cannot provide personalised regulated financial advice.
