What you can expect:
Conduct: As a member of the Royal College of Occupational Therapists, my professional practice is covered by our Code of Ethics and Professional Conduct. These describe a set of behaviours and values to promote and maintain good and safe professional practice in occupational therapy.
Costs: The standard cost for my assessment is £50 per hour for the visit, the assessment, the report preparation, including background reading where appropriate, and the costed recommendations. Travel time is usually included in the hourly rate, dependent upon location. Mileage is included up to 20 miles return, but is charged at 60p per mile for travel over 20 miles. Any additional items will be charged at cost.
Consent: At the beginning of an assessment visit, clients are asked to sign a Consent Form: agreeing to the assessment; identifying any risks; when information would be shared with a specified third party; agreeing to the report/information to be sent by email or post, and to pay the agreed fee.
Location: The location of an appointment is usually at a client’s home, unless otherwise agreed. Home visits/appointments usually last 1½ to 2 hours.
Report: I aim to produce my report of the assessment in a timely way usually within 4 days of the assessment visit. It is sent to the client and the referrer.
Payment: Payment maybe made in cash at the end of an assessment visit (for which a receipt will be given), or by bank transfer or cheque, on receipt of the invoice. Clients will be invoiced upon completion of the report. The name of the business for cheques and bank transfer is Orchard Solutions Consultancy Ltd. Details of the bank account number and sort code are given on the invoice. As Orchard Solutions Consultancy Ltd., is a limited company, the invoice sets out the company name; the company number; where it is registered; the registered office address and correspondence address. Payment is required in full within 28 days of the invoice date. Where payment was made in cash the invoice will state that payment had already been made.
Cancellations: Cancellations may be made up to 24 hours before the appointment. Appointments cancelled after this time will be charged in full.
Confidentiality: I confirm that I will respect client confidentiality at all times. The only exception to maintaining confidentiality would be if I believed that a client is about to harm themselves or others. People are entitled to see the information I hold about them which is the report I have already sent them at the end of the assessment. I do not keep assessment notes.
Data Protection: I store personal data with due regard to the General Data Protection Regulations 2018, which balance the right of individuals to privacy, with the needs of organisations to collect and use personal data. I only collect and process the personal data that I need for the purposes of writing a report. I keep personal data for no longer than is necessary. I do not keep a record of customer service enquiries except the originating mail.
The personal data I routinely store on my computer (which is password protected) is: Name, Email, Phone and Address and Date of Birth. My records are kept for 7 years.
I am the director of Orchard Solutions Consultancy Ltd., and am responsible for all Data Protection processes in my business. Information gathered during my assessment process is put into my assessment Report which is sent to the individual usually by email. My reports are not shared with any third parties unless this is specifically agreed in advance with the individual. My reports are processed in a manner that ensures appropriate security and confidentiality of the personal data, including preventing unauthorised access to, or use of personal data and the equipment used for the processing.
Right to be forgotten: If any individual I have provided a service to requests that their data be deleted, I will respect their wishes and delete the body of their report, but I am required by the Health Care Professions Council (HCPC) to keep full, clear, and accurate records for everyone I care for, treat, or provide other services to. The HM Revenue and Customs (HMRC) requires companies to keep records for at least 5 years after the 31 January submission deadline of the relevant tax year. I will therefore need to take a view whether there is a compelling legitimate interest that overrides the request and interests or the fundamental rights and freedoms of the person (data subject), whereby I need to keep the name of the individual and any report recommendations for 5 years, after which they will be deleted.
Complaints: In the unfortunate event of a complaint about my professional practice, I will, as soon as it has been drawn to my attention, do my best to resolve the matter to the satisfaction of the complainant. I will write to/email the complainant confirming any actions I have taken or agree to take to rectify the situation. If the complaint cannot be resolved, a formal complaint can be made to the HCPC and they can investigate it.
Penny West May 2018