Section 6: Organising a Care (Education) and Treatment Review: commissioner checklist

Classification: Official
Publication reference: PRN00117

Before the day

  • Identify the person needing a Care (Education) and Treatment Review (C(E)TR).
  • Identify if there are any reasonable adjustments to be made for the person receiving the C(E)TR.
  • Identify if there are any requirements for experts, for example, experts in autism, pharmacist, dieticians etc to ensure a robust person-centred review.
  • Set a date and ensure this is convenient for the person, their family, advocate, or support.
  • Book a meeting room for the panel.
  • Arrange for the person to receive the planner booklets.
  • Ensure that enough time (ideally two weeks or more) is allowed for the person to give their consent (see planner booklet), to decide who they would like to invite to their C(E)TR, and for those people to be invited to attend by you or the provider as agreed.
  • Ensure that yourself or the lead community/service provider team member have time booked in with the person to prepare for the C(E)TR.
  • Arrange for the expert by experience and clinical expert to be booked and ensure that they have invites and agendas sent to them and have all the necessary support to attend, for example, travel, proof of identity document/badge if needed and any reasonable adjustments planned for the day.
  • Ensure that yourself and the service provider have got all the necessary documents together for the C(E)TR panel and that these have been shared with the panel in a timely manner prior to the review.

On the day

  • Take the C(E)TR key lines of enquiry template to the review and ensure the experts are broadly aware of this and how they can contribute to it during the C(E)TR.
  • Follow the agenda.
  • Complete the key lines of enquiry template and agree the findings and recommendations with the panel members.
  • Feedback to the person, their family and to the service provider or community team in non-technical language. Agree with provider and all present who will carry out actions, timescales and who will be responsible for ensuring that actions are carried out.

After the day

  • Send a copy of the key lines of enquiry template to all the necessary people within two weeks of the C(E)TR. Ensure that feedback is given to the person and their family/support network in a way that ensures they understand the findings and recommendations.
  • Raise any safeguarding concerns with the local authority and any alerts with the Care Quality Commission.
  • Highlight any concerns around barriers to progression to the integrated care system oversight panel.
  • Ensure that the recommendations and actions are carried out and embedded in care plans.
  • Ensure that experts are supported to feedback about the C(E)TR.
  • Ensure that experts have handed back all the person’s records, their own notes made during the C(E)TR and that they clearly understand local policy around transmission and destruction of secure information.