🧠 Simple IIF Learning Disabilities Review

💷 How much is this worth to me?

This template supports delivery of the Investment and Impact Fund (IIF) indicators related to annual health checks for people with learning disabilities. Specifically, it supports:

• Completion of a Learning Disabilities (LD) health assessment

• Documentation of a Learning Disabilities health action plan

• Recording of the patient’s ethnicity

Practices are incentivised through IIF to complete these reviews, making correct recording essential for contract achievement.

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📊 High-level overview of the specification requirements

To meet the IIF indicator for patients on the LD register, the following must occur within the same contract year:

1. A Learning Disabilities health check is completed

2. A Learning Disabilities health action plan is coded on or after the date of the health check

3. Ethnicity is recorded, or a valid exemption is documented

If the patient declines either the health check or the action plan, this must be coded appropriately to avoid performance failure.

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📌 What do you need to know?

This template includes the following key sections:

📝 Health Check Review

• Free-text narrative to summarise key findings of the health assessment

• Dropdown to confirm whether the health assessment was completed

📋 Health Action Plan

• Dropdown to confirm whether an action plan or review was completed

• Action plan must be coded on or after the health check date

❌ Declined Items

• Tick if patient has declined the annual LD health assessment

• Tick if patient has declined the health action plan

These codes will exception report the patient for IIF reporting.

🌍 Ethnicity Recording

• Dropdown to record ethnicity

• Options to tick:

  • Ethnic category not stated

  • Patient refused to give ethnicity

At least one of these three options is required to satisfy the IIF criteria.

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💡 Hints and Tips

• Action plans coded before the health check do not count – ensure the code date is correct.

• You can use a separate template for the full health check, but this screen ensures IIF compliance is clearly documented.

• If the patient lacks capacity or declines participation, record the appropriate decline or unsuitability code.

• Ethnicity recording can come from any valid source — consider pre-populating from existing records if possible.

• Encourage use of the narrative field to summarise care and support planning — this is helpful for continuity of care and audits.