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1.The Care Act 2014 Resource

  1. 1.0.1The Care Act 2014 Resource

2.The Mental Capacity Act 2005 Resource and Practice Toolkit

  1. 2.0.1The Mental Capacity Act 2005 Resource and Practice Toolkit

3.Safeguarding Adults

  1. 3.0.1Safeguarding and Service Quality TeamDecember 14, 2023
  2. 3.0.2Safeguarding Adults

4.Local Resources

  1. 4.0.1Local Resources

5.Requesting Adult Social Care Support

  1. 5.0.1Requesting Adult Social Care Support

6.Frequently Used Procedures

  1. 6.0.1Financial AssessmentJune 6, 2024
  2. 6.0.2Care Placements Service ProceduresDecember 14, 2023
  3. 6.0.3Direct PaymentsDecember 16, 2024
  4. 6.0.4Assistive Technology and TelecareDecember 14, 2023

7.Adult Social Care Connect

  1. 7.0.1Adult Social Care ConnectDecember 14, 2023
  2. 7.0.2Receiving a Contact or Referral
    Updated
    June 5, 2025
  3. 7.0.3Deciding the Outcome of a Contact or Referral (Adult Social Care Connect)December 16, 2024
  4. 7.0.4Actions and Next Steps
    Updated
    June 5, 2025
  5. 7.0.5Monitoring Urgent or Interim Support and ServicesJune 6, 2024

8.Deprivation of Liberty Safeguards (DoLS) Team

  1. 8.0.1Deprivation of Liberty Safeguards Procedure
    Updated
    June 5, 2025

9.Community Independence Services

9.1Using these Procedures

  1. 9.1.1Using these Procedures (CIS)December 14, 2023

9.2Contact and Referral

  1. 9.2.1Receiving a Contact or Referral
    Updated
    June 5, 2025
  2. 9.2.2Deciding the Outcome of a Contact or ReferralDecember 16, 2024
  3. 9.2.3Actions and Next Steps
    Updated
    June 5, 2025

9.3Establishing Needs

  1. 9.3.1Introduction, Legal Requirements and ToolsDecember 16, 2024
  2. 9.3.2Preparing to Establish NeedsJune 5, 2025
  3. 9.3.3The Skilled Conversation (CIS)December 16, 2024
  4. 9.3.4Agreeing Needs and Making a Formal RecordDecember 14, 2023
  5. 9.3.5Understanding and Applying Eligibility CriteriaDecember 16, 2024
  6. 9.3.6Communicating the Outcome and Next Steps (CIS)December 14, 2023
  7. 9.3.7Establishing Ordinary ResidenceJune 5, 2025
  8. 9.3.8Requesting a Financial AssessmentJune 6, 2024

9.4Care and Support Planning

  1. 9.4.1Setting an Indicative BudgetDecember 16, 2024
  2. 9.4.2Care and Support Planning
    Updated
    June 5, 2025
  3. 9.4.3Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetDecember 16, 2024
  4. 9.4.4Arranging Support and ServicesDecember 16, 2024

9.5Reviewing a Care and Support Plan

  1. 9.5.1Legal Requirements of a Care and Support Plan Review and ToolsDecember 16, 2024
  2. 9.5.2Preparing to Carry out a Care and Support Plan ReviewJune 5, 2025
  3. 9.5.3The Full Review ConversationDecember 16, 2024
  4. 9.5.4The Light Touch Review ConversationDecember 16, 2024
  5. 9.5.5Deciding the Outcome of a Support Plan Review and Making a Formal RecordNovember 3, 2021
  6. 9.5.6Actions Following a Care and Support Plan ReviewJune 6, 2024
  7. 9.5.7Monitoring Urgent or Interim Support and ServicesJune 6, 2024
  8. 9.5.8Reviewing a Direct Payment

9.6Providing Equipment

  1. 9.6.1Providing EquipmentJune 6, 2024
  2. 9.6.2Equipment in a Care HomeJune 6, 2024
  3. 9.6.3Providing Direct SupportJune 6, 2024
  4. 9.6.4Monitoring and ReviewJune 5, 2025

10.Urgent Response Service

10.1Using these Procedures

  1. 10.1.1Using these Procedures (URS)December 14, 2023

10.2Contact

  1. 10.2.1Receiving a Contact (URS)December 14, 2023

10.3Arranging, Monitoring and Reviewing Reablement

  1. 10.3.1Arranging the Reablement ServiceDecember 14, 2023
  2. 10.3.2Monitoring ReablementDecember 14, 2023
  3. 10.3.3Monitoring Actions (Reablement)December 14, 2023
  4. 10.3.4The Reablement ReviewJune 5, 2025
  5. 10.3.5Deciding the Outcome of a Reablement Review and Making a Formal RecordDecember 14, 2023
  6. 10.3.6Actions Following a Reablement ReviewDecember 14, 2023

10.4Establishing Ongoing Needs

  1. 10.4.1Introduction, Legal Requirements and ToolsDecember 16, 2024
  2. 10.4.2Preparing to Establish NeedsJune 5, 2025
  3. 10.4.3The Skilled ConversationDecember 16, 2024
  4. 10.4.4Agreeing Needs and Making a Formal RecordDecember 14, 2023
  5. 10.4.5Understanding and Applying Eligibility CriteriaDecember 16, 2024
  6. 10.4.6Communicating the Outcome and Next StepsDecember 14, 2023
  7. 10.4.7Requesting a Financial AssessmentJune 6, 2024

10.5Meeting Ongoing Needs

  1. 10.5.1Setting an Indicative BudgetDecember 16, 2024
  2. 10.5.2Care and Support Planning
    Updated
    June 5, 2025
  3. 10.5.3Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetDecember 16, 2024
  4. 10.5.4Arranging Support and ServicesDecember 16, 2024

10.6Reviewing Ongoing Support and Services

  1. 10.6.1Legal Requirements of a Care and Support Plan Review and ToolsDecember 16, 2024
  2. 10.6.2Preparing to Carry out a Care and Support Plan ReviewJune 5, 2025
  3. 10.6.3The Full Review ConversationDecember 16, 2024
  4. 10.6.4The Light Touch Review ConversationDecember 16, 2024
  5. 10.6.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordJune 6, 2024
  6. 10.6.6Actions Following a Care and Support Plan ReviewJune 6, 2024
  7. 10.6.7Monitoring Urgent or Interim Support and ServicesJune 6, 2024
  8. 10.6.8Reviewing a Direct Payment

11.Community Independence Sensory Service

11.1Using these Procedures

  1. 11.1.1Using these Procedures (Community Independence Sensory Services)December 14, 2023

11.2Contact and Referral

  1. 11.2.1Receiving a Contact or Referral
    Updated
    June 5, 2025
  2. 11.2.2Deciding the Outcome of a Contact or ReferralDecember 16, 2024
  3. 11.2.3Actions and Next Steps
    Updated
    June 5, 2025

11.3Establishing Needs

  1. 11.3.1Introduction, Legal Requirements and ToolsDecember 16, 2024
  2. 11.3.2Preparing to Establish NeedsJune 5, 2025
  3. 11.3.3The Skilled ConversationDecember 16, 2024
  4. 11.3.4Agreeing Needs and Making a Formal RecordDecember 14, 2023
  5. 11.3.5Understanding and Applying Eligibility CriteriaDecember 16, 2024
  6. 11.3.6Communicating the Outcome and Next StepsDecember 14, 2023

11.4Meeting Needs

  1. 11.4.1Establishing Ordinary ResidenceJune 5, 2025
  2. 11.4.2Requesting a Financial AssessmentJune 6, 2024
  3. 11.4.3Setting an Indicative BudgetDecember 16, 2024
  4. 11.4.4Care and Support Planning
    Updated
    June 5, 2025
  5. 11.4.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetDecember 16, 2024
  6. 11.4.6Arranging Support and ServicesDecember 16, 2024

11.5Reviewing Support and Services

  1. 11.5.1Legal Requirements of a Care and Support Plan Review and ToolsDecember 16, 2024
  2. 11.5.2Preparing to Carry out a Care and Support Plan ReviewJune 5, 2025
  3. 11.5.3The Full Review ConversationDecember 16, 2024
  4. 11.5.4The Light Touch Review ConversationDecember 16, 2024
  5. 11.5.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordJune 6, 2024
  6. 11.5.6Actions Following a Care and Support Plan ReviewJune 6, 2024
  7. 11.5.7Monitoring Urgent or Interim Support and ServicesJune 6, 2024
  8. 11.5.8Reviewing a Direct Payment

12.Housing Adaptations Occupational Therapy Team

12.1The Housing Adaptations Occupational Therapy Team

  1. 12.1.1The Housing Adaptations Occupational Therapy TeamDecember 14, 2023

12.2Contact and Referral

  1. 12.2.1Receiving a Contact or Referral
    Updated
    June 5, 2025
  2. 12.2.2Deciding the Outcome of a Contact or Referral (Housing Adaptations OT)June 5, 2025
  3. 12.2.3Actions and Next Steps
    Updated
    June 5, 2025

12.3Establishing Needs

  1. 12.3.1Introduction, Legal Requirements and Tools (Housing Adaptations OT)December 16, 2024
  2. 12.3.2Preparing to Establish Needs (Housing Adaptations OT)June 5, 2025
  3. 12.3.3The Skilled Conversation (Housing Adaptations OT)June 5, 2025
  4. 12.3.4Agreeing Needs, Making a Formal Record and Next Steps (Housing Adaptations OT)June 6, 2024
  5. 12.3.5Establishing Likely Eligibility for a Disabled Facilities GrantJune 6, 2024

12.4Meeting Needs

  1. 12.4.1Establishing Ordinary ResidenceJune 5, 2025
  2. 12.4.2Applying for a Disabled Facilities GrantDecember 14, 2023
  3. 12.4.3The Outcome of the Disabled Facilities Grant Application and Next StepsJune 6, 2024

13.Complex Care and Hospital Discharge Team

13.1The Complex Care and Hospital Discharge Team

  1. 13.1.1The Complex Care and Hospital Discharge TeamDecember 14, 2023

13.2Contact and Referral

  1. 13.2.1Receiving a Contact or Referral
    Updated
    June 5, 2025
  2. 13.2.2Deciding the Outcome of a Contact or Referral (Complex Care and Hospital Discharge)December 16, 2024
  3. 13.2.3Actions and Next Steps
    Updated
    June 5, 2025

13.3Discharge to Assess

  1. 13.3.1Discharge to Assess (Home First)December 16, 2024
  2. 13.3.2Monitoring Urgent or Interim Support and ServicesJune 6, 2024

13.4Establishing Needs

  1. 13.4.1Introduction, Legal Requirements and ToolsDecember 16, 2024
  2. 13.4.2Preparing to Establish NeedsJune 5, 2025
  3. 13.4.3The Skilled ConversationDecember 16, 2024
  4. 13.4.4Agreeing Needs and Making a Formal RecordDecember 14, 2023
  5. 13.4.5Understanding and Applying Eligibility CriteriaDecember 16, 2024
  6. 13.4.6Communicating the Outcome and Next StepsDecember 14, 2023

13.5Meeting Needs

  1. 13.5.1Establishing Ordinary ResidenceJune 5, 2025
  2. 13.5.2Requesting a Financial AssessmentJune 6, 2024
  3. 13.5.3Setting an Indicative BudgetDecember 16, 2024
  4. 13.5.4Care and Support Planning
    Updated
    June 5, 2025
  5. 13.5.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetDecember 16, 2024
  6. 13.5.6Arranging Support and ServicesDecember 16, 2024

13.6Reviewing Support and Services

  1. 13.6.1Legal Requirements of a Care and Support Plan Review and ToolsDecember 16, 2024
  2. 13.6.2Preparing to Carry out a Care and Support Plan ReviewJune 5, 2025
  3. 13.6.3The Full Review ConversationDecember 16, 2024
  4. 13.6.4The Light Touch Review ConversationDecember 16, 2024
  5. 13.6.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordJune 6, 2024
  6. 13.6.6Actions Following a Care and Support Plan ReviewJune 6, 2024
  7. 13.6.7Reviewing a Direct Payment

14.Social Wellbeing Service

14.1Using these Procedures

  1. 14.1.1Using these Procedures (Social Wellbeing Service)December 14, 2023

14.2Contact and Referral

  1. 14.2.1Receiving a Contact or Referral
    Updated
    June 5, 2025
  2. 14.2.2Deciding the Outcome of a Contact or ReferralDecember 16, 2024
  3. 14.2.3Actions and Next Steps
    Updated
    June 5, 2025

14.3Establishing Needs

  1. 14.3.1Introduction, Legal Requirements and ToolsDecember 16, 2024
  2. 14.3.2Preparing to Establish NeedsJune 5, 2025
  3. 14.3.3The Skilled ConversationDecember 16, 2024
  4. 14.3.4Agreeing Needs and Making a Formal RecordDecember 14, 2023
  5. 14.3.5Understanding and Applying Eligibility CriteriaDecember 16, 2024
  6. 14.3.6Communicating the Outcome and Next StepsDecember 14, 2023

14.4Meeting Needs

  1. 14.4.1Establishing Ordinary ResidenceJune 5, 2025
  2. 14.4.2Requesting a Financial AssessmentJune 6, 2024
  3. 14.4.3Setting an Indicative BudgetDecember 16, 2024
  4. 14.4.4Care and Support Planning
    Updated
    June 5, 2025
  5. 14.4.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetDecember 16, 2024
  6. 14.4.6Arranging Support and ServicesDecember 16, 2024

14.5Reviewing Support and Services

  1. 14.5.1Legal Requirements of a Care and Support Plan Review and ToolsDecember 16, 2024
  2. 14.5.2Preparing to Carry out a Care and Support Plan ReviewJune 5, 2025
  3. 14.5.3The Full Review ConversationDecember 16, 2024
  4. 14.5.4The Light Touch Review ConversationDecember 16, 2024
  5. 14.5.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordJune 6, 2024
  6. 14.5.6Actions Following a Care and Support Plan ReviewJune 6, 2024
  7. 14.5.7Monitoring Urgent or Interim Support and ServicesJune 6, 2024
  8. 14.5.8Reviewing a Direct Payment

15.Review and Flexible Response Team

15.1The Review and Flexible Response Team

  1. 15.1.1The Review and Flexible Response TeamDecember 14, 2023

15.2Contact and Review / Intervention Requests

  1. 15.2.1Receiving a Contact or Review / Intervention RequestDecember 14, 2023
  2. 15.2.2Deciding the Outcome of a Contact or Review / Intervention RequestDecember 16, 2024
  3. 15.2.3Actions and Next Steps
    Updated
    June 5, 2025

15.3Reviewing Support and Services

  1. 15.3.1Legal Requirements of a Care and Support Plan Review and ToolsDecember 16, 2024
  2. 15.3.2Preparing to Carry out a Care and Support Plan ReviewJune 5, 2025
  3. 15.3.3The Full Review ConversationDecember 16, 2024
  4. 15.3.4The Light Touch Review ConversationDecember 16, 2024
  5. 15.3.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordJune 6, 2024
  6. 15.3.6Actions Following a Care and Support Plan ReviewJune 6, 2024
  7. 15.3.7Monitoring Urgent or Interim Support and ServicesJune 6, 2024
  8. 15.3.8Reviewing a Direct Payment

15.4Establishing Needs

  1. 15.4.1Introduction, Legal Requirements and ToolsDecember 16, 2024
  2. 15.4.2Preparing to Establish NeedsJune 5, 2025
  3. 15.4.3The Skilled ConversationDecember 16, 2024
  4. 15.4.4Agreeing Needs and Making a Formal RecordDecember 14, 2023
  5. 15.4.5Understanding and Applying Eligibility CriteriaDecember 16, 2024
  6. 15.4.6Communicating the Outcome and Next StepsDecember 14, 2023

15.5Meeting Needs

  1. 15.5.1Requesting a Financial AssessmentJune 6, 2024
  2. 15.5.2Setting an Indicative BudgetDecember 16, 2024
  3. 15.5.3Care and Support Planning
    Updated
    June 5, 2025
  4. 15.5.4Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetDecember 16, 2024
  5. 15.5.5Arranging Support and ServicesDecember 16, 2024

16.Learning Disability Team

16.1Using these Procedures

  1. 16.1.1Using these Procedures (Learning Disability Team)December 14, 2023

16.2Contact and Referral

  1. 16.2.1Receiving a Contact or Referral
    Updated
    June 5, 2025
  2. 16.2.2Deciding the Outcome of a Contact or ReferralDecember 16, 2024
  3. 16.2.3Actions and Next Steps
    Updated
    June 5, 2025

16.3Establishing Needs

  1. 16.3.1Introduction, Legal Requirements and ToolsDecember 16, 2024
  2. 16.3.2Preparing to Establish NeedsJune 5, 2025
  3. 16.3.3The Skilled ConversationDecember 16, 2024
  4. 16.3.4Agreeing Needs and Making a Formal RecordDecember 14, 2023
  5. 16.3.5Understanding and Applying Eligibility CriteriaDecember 16, 2024
  6. 16.3.6Communicating the Outcome and Next StepsDecember 14, 2023

16.4Meeting Needs

  1. 16.4.1Establishing Ordinary ResidenceJune 5, 2025
  2. 16.4.2Requesting a Financial AssessmentJune 6, 2024
  3. 16.4.3Setting an Indicative BudgetDecember 16, 2024
  4. 16.4.4Care and Support Planning
    Updated
    June 5, 2025
  5. 16.4.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetDecember 16, 2024
  6. 16.4.6Arranging Support and ServicesDecember 16, 2024

16.5Reviewing Support and Services

  1. 16.5.1Legal Requirements of a Care and Support Plan Review and ToolsDecember 16, 2024
  2. 16.5.2Preparing to Carry out a Care and Support Plan ReviewJune 5, 2025
  3. 16.5.3The Full Review ConversationDecember 16, 2024
  4. 16.5.4The Light Touch Review ConversationDecember 16, 2024
  5. 16.5.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordJune 6, 2024
  6. 16.5.6Actions Following a Care and Support Plan ReviewJune 6, 2024
  7. 16.5.7Monitoring Urgent or Interim Support and ServicesJune 6, 2024
  8. 16.5.8Reviewing a Direct Payment

17.Transition to Adult Care and Support

17.1Deciding Whether to Start Transition

  1. 17.1.1Deciding Whether to Start TransitionJune 6, 2024
  2. 17.1.2Deciding Whether to Start Carers TransitionNovember 3, 2021
  3. 17.1.3Recording the Decision and Next StepsNovember 3, 2021

17.2Child's Needs Assessment

  1. 17.2.1Introduction, Legal Requirements and Tools (Child's Needs Assessment)December 16, 2024
  2. 17.2.2Preparing to Establish Needs (Child's Needs Assessment)June 6, 2024
  3. 17.2.3The Skilled Conversation (Child's Needs Assessment)December 16, 2024
  4. 17.2.4Agreeing Needs, Making a Formal Record and Next Steps (Child's Needs Assessment)December 14, 2023

17.3Carer's Transition Assessments

  1. 17.3.1Introduction, Legal Requirements and Tools (Carer's Transition)December 16, 2024
  2. 17.3.2Preparing to Establish the Needs of Parent CarersJune 6, 2024
  3. 17.3.3Preparing to Establish the Needs of Young CarersJune 6, 2024
  4. 17.3.4The Skilled Conversation (Parent Carers)September 27, 2021
  5. 17.3.5The Skilled Conversation (Young Carers)December 16, 2024
  6. 17.3.6Agreeing Needs, Making a Formal Record and Next Steps (Carer's Transition)June 6, 2024

17.4Transition Planning and Review

  1. 17.4.1Setting an Indicative Budget (Transition to Adult Care and Support)November 9, 2021
  2. 17.4.2The Transition PlanJune 6, 2024
  3. 17.4.3Reviewing a Transition PlanJune 6, 2024
  4. 17.4.4Reviewing an Education, Health and Care Plan (from 18 years)July 22, 2022

18.Community Mental Health Integrated Teams

18.1Using these Procedures

  1. 18.1.1Using these Procedures (Community Mental Health Integrated Teams)December 14, 2023

18.2Contact and Referral

  1. 18.2.1How to Access Mental Health Social WorkDecember 14, 2023
  2. 18.2.2Receiving a Contact or Referral
    Updated
    June 5, 2025
  3. 18.2.3Contact and Referral Adult Care and Support Procedures
    Updated
    June 5, 2025

18.3Establishing Needs

  1. 18.3.1Introduction, Legal Requirements and ToolsDecember 16, 2024
  2. 18.3.2Preparing to Establish NeedsJune 5, 2025
  3. 18.3.3The Skilled ConversationDecember 16, 2024
  4. 18.3.4Agreeing Needs and Making a Formal RecordDecember 14, 2023
  5. 18.3.5Understanding and Applying Eligibility CriteriaDecember 16, 2024
  6. 18.3.6Communicating the Outcome and Next StepsDecember 14, 2023

18.4Meeting Needs

  1. 18.4.1Establishing Ordinary ResidenceJune 5, 2025
  2. 18.4.2Requesting a Financial AssessmentJune 6, 2024
  3. 18.4.3Setting an Indicative BudgetDecember 16, 2024
  4. 18.4.4Care and Support Planning
    Updated
    June 5, 2025
  5. 18.4.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetDecember 16, 2024
  6. 18.4.6Arranging Support and ServicesDecember 16, 2024

18.5Reviewing Support and Services

  1. 18.5.1Legal Requirements of a Care and Support Plan Review and ToolsDecember 16, 2024
  2. 18.5.2Preparing to Carry out a Care and Support Plan ReviewJune 5, 2025
  3. 18.5.3The Full Review ConversationDecember 16, 2024
  4. 18.5.4The Light Touch Review ConversationDecember 16, 2024
  5. 18.5.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordJune 6, 2024
  6. 18.5.6Actions Following a Care and Support Plan ReviewJune 6, 2024
  7. 18.5.7Monitoring Urgent or Interim Support and ServicesJune 6, 2024
  8. 18.5.8Reviewing a Direct Payment

18.6Functions under the Mental Health Act

  1. 18.6.1Understanding the Mental Health Act 1983June 5, 2025
  2. 18.6.2Social Circumstances ReportJune 6, 2024
  3. 18.6.3Section 117 AftercareJune 6, 2024
  4. 18.6.4Community Mental Health FrameworkDecember 14, 2023

19.Substance Misuse

19.1The Substance Misuse Service

  1. 19.1.1The Substance Misuse ServiceDecember 14, 2023

19.2Contact and Referral

  1. 19.2.1Receiving a Contact or Referral
    Updated
    June 5, 2025
  2. 19.2.2Deciding the Outcome of a Contact or ReferralDecember 16, 2024
  3. 19.2.3Actions and Next Steps
    Updated
    June 5, 2025

19.3Establishing Needs

  1. 19.3.1Introduction, Legal Requirements and ToolsDecember 16, 2024
  2. 19.3.2Preparing to Establish NeedsJune 5, 2025
  3. 19.3.3The Skilled ConversationDecember 16, 2024
  4. 19.3.4Agreeing Needs and Making a Formal RecordDecember 14, 2023
  5. 19.3.5Understanding and Applying Eligibility CriteriaDecember 16, 2024
  6. 19.3.6Communicating the Outcome and Next StepsDecember 14, 2023

19.4Meeting Needs

  1. 19.4.1Establishing Ordinary ResidenceJune 5, 2025
  2. 19.4.2Requesting a Financial AssessmentJune 6, 2024
  3. 19.4.3Setting an Indicative BudgetDecember 16, 2024
  4. 19.4.4Care and Support Planning
    Updated
    June 5, 2025
  5. 19.4.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetDecember 16, 2024
  6. 19.4.6Arranging Support and ServicesDecember 16, 2024

19.5Reviewing Support and Services

  1. 19.5.1Legal Requirements of a Care and Support Plan Review and ToolsDecember 16, 2024
  2. 19.5.2Preparing to Carry out a Care and Support Plan ReviewJune 5, 2025
  3. 19.5.3The Full Review ConversationDecember 16, 2024
  4. 19.5.4The Light Touch Review ConversationDecember 16, 2024
  5. 19.5.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordJune 6, 2024
  6. 19.5.6Actions Following a Care and Support Plan ReviewJune 6, 2024
  7. 19.5.7Monitoring Urgent or Interim Support and ServicesJune 6, 2024
  8. 19.5.8Reviewing a Direct Payment

20.AMHP Team

  1. 20.0.1AMHP Procedure
    Updated
    June 5, 2025

21.Carers Procedures

21.1Contact and Referral

  1. 21.1.1Receiving a Contact or Referral
    Updated
    June 5, 2025
  2. 21.1.2Deciding the Outcome of a Contact or Referral (Carers)December 16, 2024
  3. 21.1.3Actions and Next Steps (Carers)
    Updated
    June 5, 2025

21.2Establishing Needs

  1. 21.2.1Introduction, Legal Requirements and Tools (Carers)December 16, 2024
  2. 21.2.2Preparing to Establish Needs (Carers)June 6, 2024
  3. 21.2.3The Skilled Conversation (Carers)December 16, 2024
  4. 21.2.4Agreeing Needs and Making a Formal Record (Carers)April 12, 2022
  5. 21.2.5Understanding and Applying Eligibility Criteria (Carers)June 6, 2024
  6. 21.2.6Communicating the Outcome and Next Steps (Carers)December 14, 2023

21.3Meeting Needs

  1. 21.3.1Establishing Ordinary ResidenceJune 5, 2025
  2. 21.3.2Requesting a Financial AssessmentJune 6, 2024
  3. 21.3.3Setting an Indicative BudgetDecember 16, 2024
  4. 21.3.4Support PlanningDecember 16, 2024
  5. 21.3.5Signing off a Support Plan and Agreeing a Final Personal BudgetDecember 16, 2024
  6. 21.3.6Arranging Support and ServicesDecember 16, 2024

21.4Reviewing Support and Services

  1. 21.4.1Legal Requirements of a Support Plan Review and ToolsDecember 16, 2024
  2. 21.4.2Preparing to Carry out a Support Plan ReviewJune 6, 2024
  3. 21.4.3The Full Review Conversation (Carers)December 16, 2024
  4. 21.4.4The Light Touch Review Conversation (Carers)December 16, 2024
  5. 21.4.5Deciding the Outcome of a Support Plan Review and Making a Formal RecordNovember 3, 2021
  6. 21.4.6Actions Following a Support Plan ReviewJune 6, 2024
  7. 21.4.7Monitoring Urgent or Interim Support and ServicesJune 6, 2024
  8. 21.4.8Reviewing a Direct Payment

22.Universal Procedures (applicable to all practitioners)

  1. 22.0.1Equality, Diversity and Human Rights
    Updated
    June 5, 2025
  2. 22.0.2Recording and Keeping RecordsJune 5, 2025
  3. 22.0.3Providing Information about a Person or Carer
    Updated
    June 5, 2025
  4. 22.0.4Recognising and Responding to Deprivations of LibertyJune 5, 2025
  5. 22.0.5Risk AssessmentDecember 16, 2024
  6. 22.0.6Lone WorkingDecember 14, 2023
  7. 22.0.7Joint WorkNovember 3, 2021
  8. 22.0.8Co-production
    Updated
    June 5, 2025
  9. 22.0.9Social Media (use of)June 6, 2024
  10. 22.0.10Storage of Data on Practitioners' Mobile DevicesSeptember 16, 2021
  11. 22.0.11Interpreter and Translation ServicesJune 6, 2024
  12. 22.0.12Death of a Person or CarerDecember 16, 2024

23.Specialist Procedures (specific circumstances or functions)

  1. 23.0.1Deputyship and Financial AffairsJune 5, 2025
  2. 23.0.2Debt Respite Scheme (Breathing Spaces) Procedure
    Updated
    June 5, 2025
  3. 23.0.3Housing and Homelessness
    Updated
    June 5, 2025
  4. 23.0.4Joint Packages of Health and Social CareDecember 16, 2024
  5. 23.0.5NHS Continuing Healthcare ProcedureDecember 16, 2024
  6. 23.0.6NHS-funded Nursing Care Procedure (FNC)June 6, 2024
  7. 23.0.7End of Life Procedures and Practice Guidance
    Updated
    June 5, 2025
  8. 23.0.8Legal ServicesNovember 22, 2021
  9. 23.0.9Ordinary Residence ProcedureDecember 14, 2023
  10. 23.0.10Continuity of Care ArrangementsJune 6, 2024
  11. 23.0.11Cross Border PlacementsJune 6, 2024
  12. 23.0.12Protecting Moveable Property
    Updated
    June 5, 2025
  13. 23.0.13Service Interruptions and Provider FailureJune 6, 2024
  14. 23.0.14No Recourse to Public Funds (NRPF)
    Updated
    June 5, 2025
  15. 23.0.15Prisons and Approved PremisesJune 6, 2024
  16. 23.0.16Understanding the Mental Health Act 1983June 5, 2025
  17. 23.0.17Social Circumstances ReportJune 6, 2024
  18. 23.0.18Section 117 AftercareJune 6, 2024
  19. 23.0.19Community Mental Health FrameworkDecember 14, 2023
  20. 23.0.20Acting as an Appropriate AdultDecember 14, 2023

Last Updated: June 5, 2025

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