For case managers

Access Appraisals and Assistive Technology Assessments for Case Managers

Specialist visual impairment and assistive technology access appraisals for adults with complex access needs — with practical, prioritised recommendations focused on what helps the person work, communicate, manage daily life and regain independence.

Support can include visual impairment, non-visual computer access, voice control, switch access, adaptive hardware, accessible documents, return-to-work planning and training for the support network around the client.

No jargon needed. Start with the barrier, not the solution.

A professional reviewing a clearly structured access report

Who this is for

Is this the right page for you?

This page is for case managers, solicitors, deputies and professional teams coordinating support for clients with complex access needs — often involving visual impairment, physical disability, acquired injury, fatigue, speech access, confidence or a combination of needs.

You may need an initial assessment, a second opinion on equipment that is not being used, or someone to implement recommendations that are sitting in a report.

An access appraisal may also be described as an access assessment or an assistive technology assessment. Whatever it is called on the referral, the aim is the same: identify the barriers affecting the person’s independence, work, learning or daily life, then recommend practical support that can actually be implemented.

Referrals do not need to be perfectly formed. The person, the task, the barrier and the outcome you need are enough to start. For a fuller picture, read what case managers should know before requesting an access assessment.

Common access barriers

Problems that often lead people here

Recommendations without implementation

Reports recommend assistive technology, but nobody locally can set it up, train the client or make it part of their real routine.

Equipment that is not being used

Funded technology sits in a cupboard because it was never configured around the client's actual tasks, access needs or support environment.

Complex access after injury or illness

The client may need non-visual access, adapted physical input, voice control, switch access or simplified routines following acquired injury, illness or a change in independence.

Support teams without technical confidence

Care teams and families may be willing to help, but without the knowledge to maintain an access setup or recover when something goes wrong.

Unclear evidence for planning

Decisions about funding, equipment, support hours or implementation need clear, practical, written justification.

How AGL Access Works can help

Practical, person-first support

Assessments look at the client, the tasks that matter to their independence, the technology already in place and the capability of the support network around them. Visual impairment and assistive technology are specialist areas: the difference between a setup that works and equipment that gets abandoned usually sits in the detail — screen reader configuration, document workflows, training and the support around the person.

Reports are written to be used: plain-English recommendations, realistic implementation detail, equipment specifics and costs where relevant. They are designed to slot into your planning and review cycle.

Implementation support, training and technical handover are available after the report, so recommendations become working routines rather than paperwork. Where appropriate, I can liaise with family, employers, education settings, solicitors, funders or NHS and workplace teams so recommendations line up with the wider plan.

Where the referral involves employment, a dedicated workplace assistive technology assessment can look specifically at the client’s role, the workplace systems and the adjustments needed to make work manageable.

Unless separately agreed, reports are practical assessment reports rather than medico-legal expert witness reports — see service boundaries.

What the support may include

  • Specialist assistive technology and access assessment
  • Clear written reports with practical recommendations
  • Implementation of existing recommendations
  • Non-visual computer access, voice access, switch access or adaptive input support
  • Client training built around real routines
  • Handover and upskilling of care teams and families
  • Review visits and ongoing input as the case develops

The process

How support usually works

  1. Tell me what is difficult

    Start with one task, barrier or situation.

  2. I identify the barriers

    I look at the person, task, tools, setting and support around them.

  3. We test practical solutions

    Options are tried against real devices, documents and routines.

  4. You receive clear recommendations

    Next steps are written so others can understand and act on them.

  5. Support can continue if needed

    Training, follow-up and handover can keep the access route working.

Related services

Access Assessments

Clear assessment of barriers, current setup, user needs and practical recommendations.

Implementation Support

Follow-up support to make sure recommendations work in real life, not just on paper.

Frequently asked questions

Before making a referral

What information should a referral include?

A useful referral usually explains who the person is, what they are trying to do, what is difficult, what has already been tried and what outcome is needed next.

Are reports medico-legal expert witness reports?

Unless separately agreed, reports are practical assessment reports rather than medico-legal expert witness reports. They are designed to support planning, implementation and decision-making.

Can you support implementation after the assessment?

Yes. Implementation support can include setup, training, troubleshooting, handover notes, support-team guidance and review sessions. Support can also continue with the client at home and in daily life or alongside their employer.

Private visual impairment and assistive technology support

Start with one access issue.

Tell me what is difficult, what has already been tried, and what you would like to be easier. You do not need to know the technical name or the right solution.

Start an enquiry Make a case manager referral

Usually replies within two working days.