Needs assessment

Before we can offer you care and support services we will need to find out more about your circumstances. A needs assessment gives us an opportunity to look at a person's needs and work with you to put in place the best care and support. 

Request an assessment

You, a family member, friend or advocate can contact our Careline adult service to arrange an assessment. Careline is open 24 hours a day, seven days a week.

In an emergency we aim to start the assessment and provide help within 24 hours. For all other cases we aim to complete assessments within 28 days.

You do not have to pay for a needs assessment.

Professional referrals

If you are requesting an assessment for a patient, service user or client's needs under the NHS and Community Care Act you can submit your request online.

If your concern is of a safeguarding nature, or an assessment under the Mental Health Act, please contact Careline adult service

What to expect

A social worker/social care assessor will come to visit you and your carer or family member. 

You'll be sent a self-assessment form to complete before you meet with the assessor. The form will help you to think about your needs and what is important in your life. You can download an example self-assessment form to see the types of questions you'll be asked.

Don’t worry if you can’t complete it before your appointment - the assessor will go through the form with you to make sure that we have all the information we need to help you. You can also get help with completing the form from your carer, a family member, friend or an advocate. 

With your permission, we may need to share information about you with other agencies or health professionals that become involved with your care.

During the assessment

During the assessment, we will discuss the help and support available to you based on your needs.  If you're eligible under the care act eligibility criteria we'll help to arrange your social care services.  

If your needs are less severe, or you're not eligible, we will offer you information and advice about other services and organisations which may help you live a more independent life and ways that you might find funding to pay for them.

If you're in hospital, a social worker will discuss the help you and your carer will need when you leave.

After the assessment

Following your assessment a support plan will be agreed with you. It will detail the support that you need and include the following:

  • What help you will get and who will provide it.
  • When and how often you will get help.
  • Contact details of the team who make sure you get help.
  • When help will start and when reviews will take place to make sure we are still meeting your needs.
  • Details of care needs which cannot be met and why.
  • What to do if you are unhappy with the service.

Will I be charged for the services I receive?

You may be charged for some services, but we will carry out a financial assessment to work out if you need to contribute to your care and how much.  We will also make sure you are receiving all the benefits that you are entitled to. See our paying for care page for more information.


If you would like some support with your assessment and care planning you can use an advocate - someone who offers independent support. 

Visit Liverpool Advocacy Hub for advice or to request a referral.

You can also find out more about advocacy on the Healthwatch Liverpool.