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Client funding status

Value set

for

Client funding status

NHS England

from

CLD Guidance, release 1 (February 2023)

This field was introduced into the Release 1 specification in 2022 to support the identification of client funding arrangements as part of charging reform. It replaced the Full Cost Client field in the version 5 specification. Given the delay to charging reform implementation from 2023 to 2025, the scope of the CLD collection has reverted to cover care that is either fully or partially funded by the local authority or care used by people who ask the local authority to organise it under Section 18(3) of the Care Act 2014. At this stage, health related funding should not be recorded. This field will be retained in the specification in its current form, but we do not expect the 'Self-funder - Metering Only', 'Joint Health and Social Care Funded' or 'Fully Health Funded' response options to be used. The use of this field should be solely informed by the results of financial assessments, not by the specific funding arrangements of services including elements of health and education funding. People who are assessed as having assets above the upper capital limit (specified in regulations issued under the Care Act 2014) should be recorded as '18(3) (full cost client)', people between the upper and lower capital limits should be recorded as 'Joint Client and Social Care Funded' and people below the lower capital limit should be recorded as 'Fully Social Care Funded'. A person’s funding status is based on a financial assessment and may change over time. The most recent status should be recorded for this field. For example, if a person has a new financial assessment and their funding status changes as a result, the newly assessed status should be recorded in this row under person details. Where a person's funding status has not yet been assessed e.g. at the request stage, the value 'Unknown - Individual Level' can be used. As this new field requires information to be extracted from financial systems, the ‘Unknown - System Level’ value have been provided to enable collection issues to be identified and allow the field to be filled for the mandatory return. The following options apply: • 18(3) (full cost client) • Self-Funder - Metering Only [Not expected to be used at this time] • Joint Client and Social Care Funded • Fully Health Funded [Not expected to be used at this time] • Joint Health and Social Care Funded [Not expected to be used at this time] • Fully Social Care Funded • Unknown - System Level • Unknown - Individual Level Data Type: Defined List

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