Guidance and Templates

On this page patients and healthcare professionals can download the relevant documentation to support personal health budget planning.

Please note, these are guidance templates and not an essential requirement. If there is current documentation in place which details everything in these documents, do not feel the need to duplicate it.  Most importantly, there needs to be identified health outcomes and an allocated budget breakdown.

Remember, support plans should be co-produced between the patient / family and professional.

Most likely, the support plan and support plan review will be used for every PHB. For direct payment accounts, the agreement and new direct payment form must be completed as well. Then, when a direct payment needs a variation in funding, health professionals will complete the variation form.

NB: Information is available on the documents for where to send these.

For patients

The PHB programme office also have information folders available for patients considering or holding a personal health budget, and about personal assistants.

  • Information pack for patients
  • Employing personal assistants

The documents can be emailed out or hard copies of folders are available by emailing Faye O’Herlihy, PHB Project Support Officer at: or call 0161 873 9693.

For professionals

In addition to the documents available here, there are more for health professionals who will be implementing the budgets. These can be accessed by emailing Faye O’Herlihy, PHB Project Support Officer at: or call 0161 873 9693 and reference which you need. These include:

  • Resource Allocation System (for calculating the budget)
  • Information pack for professionals