Threshold pre-check
A short capital and income check flags when a service user is likely to fall below the upper capital limit, so they are routed for a financial assessment instead of self-funding by default.
Ivy Care Connect · Local authorities
Financial assessments, funded placements, one case record
When a service user's capital and income fall below the charging thresholds, they should not be left searching for self-funded care. Ivy Care Connect flags likely local authority eligibility, routes a structured financial assessment to the responsible authority, and shows funded capacity once the contribution is agreed.
Built around the charging rules
Thresholds are configured per authority, so the platform reflects the limits and disregards your finance team actually applies under the Care Act 2014 and the Care and Support (Charging and Assessment of Resources) Regulations.
Financial assessment referrals
Send a structured financial assessment request to the responsible authority with capital, income, property and disability-related expenditure captured up front.
Funding outcome tracking
Track each case from assessment to outcome: fully funded, client contribution, deferred payment agreement, or self-funding with signposting.
Funded capacity, live
Filter Care Connect availability to providers who accept local authority rates, so funded placements are found without a separate ring-round.
Brokerage handover
Assessment, funding decision and placement sit on one case, handing over cleanly between hospital teams, social workers and brokerage.
Care Act audit trail
Every threshold check, referral and decision is time-stamped and evidenced for Care Act 2014 and Charging Regulations scrutiny.
How a funded case flows
- 1
Needs and means captured together
The referrer records care needs and a light-touch means indication in the same enquiry — no duplicate forms.
- 2
Threshold check flags likely eligibility
Where declared capital or income sits below your authority's thresholds, the case is marked for financial assessment rather than sent out as self-funding.
- 3
Assessment request reaches the right team
The referral lands with the relevant local authority finance or brokerage team, with supporting detail attached.
- 4
Outcome drives the placement
Once the contribution is confirmed, Care Connect shows providers accepting that rate with genuine availability.
Ivy Care Connect supports the assessment process — it does not replace a statutory financial assessment or a charging decision, which remain with the local authority.
Need to check a case now? Run a financial threshold assessment.
Talk to us about your authority
Tell us how your finance and brokerage teams work today and we'll show how threshold checks and assessment referrals would fit alongside your case management system.
Referring on behalf of a patient or client? See the professional portal.
See threshold checks and funded capacity in action
A 20-minute walkthrough with your finance, brokerage and social work leads.