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Contents

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1.The Care Act 2014 Resource

2.The Mental Capacity Act 2005 Resource and Practice Toolkit

3.Deprivation of Liberty

4.Safeguarding Adults

5.Charging & Financial Assessment

6.Contact and Referral

7.Technology Enabled Care

8.Enablement

9.Assessment and Eligibility Criteria

10.Care & Support / Support Planning and Review

11.Occupational Therapy Resources

12.Mental Health

13.Transition to Adult Care and Support

14.CHC, Prisons, External Providers and Housing

15.Universal Procedures (used by all teams)

16.Specialist Procedures

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.Deprivation of Liberty

  1. 3.0.1Recognising and Responding to Deprivations of LibertyJanuary 12, 2024
  2. 3.0.2Deprivation of Liberty Safeguards ProcedureJuly 25, 2024

4.Safeguarding Adults

  1. 4.0.1Safeguarding AdultsJuly 25, 2024

5.Charging & Financial Assessment

  1. 5.0.1Charging & Financial Assessment Procedure
    Updated
    July 25, 2024

6.Contact and Referral

  1. 6.0.1Using the Contact and Referral ProceduresJanuary 12, 2024
  2. 6.0.2Receiving a Contact or ReferralJuly 25, 2024
  3. 6.0.3Deciding the Outcome of a Contact or ReferralJuly 25, 2024
  4. 6.0.4Actions and Next StepsJuly 25, 2024
  5. 6.0.5Monitoring Urgent or Interim Support and ServicesJuly 25, 2024

7.Technology Enabled Care

  1. 7.0.1Technology Enabled CareJanuary 12, 2024

8.Enablement

8.1Introduction and Using these Procedures

  1. 8.1.1Introduction and Using these Procedures (Enablement)January 12, 2024

8.2Contact and Referral

  1. 8.2.1Contact and Referral

8.3Assessment and Eligibility Criteria

  1. 8.3.1Assessment and Eligibility Criteria

8.4Enablement Planning

  1. 8.4.1The Enablement PlanJuly 25, 2024
  2. 8.4.2Arranging the Enablement ServiceJanuary 12, 2024

8.5Monitoring and Reviewing Enablement

  1. 8.5.1Monitoring EnablementJanuary 12, 2024
  2. 8.5.2Monitoring ActionsJanuary 12, 2024
  3. 8.5.3The Enablement ReviewJuly 25, 2024
  4. 8.5.4Deciding the Outcome of an Enablement Review and Making a Formal RecordJanuary 12, 2024
  5. 8.5.5Actions Following an Enablement ReviewJanuary 12, 2024

9.Assessment and Eligibility Criteria

9.1Using the Assessment and Eligibility Criteria Procedures

  1. 9.1.1Using the Assessment and Eligibility Criteria ProceduresJanuary 12, 2024

9.2Discharge to Assess

  1. 9.2.1Discharge to Assess (Home First)July 25, 2024
  2. 9.2.2Monitoring Urgent or Interim Support and ServicesJuly 25, 2024

9.3Preparing to Establishing Needs

  1. 9.3.1Introduction, Legal Requirements and Tools
    Updated
    July 25, 2024
  2. 9.3.2Preparing to Establish Needs
    Updated
    July 25, 2024

9.4Establishing Needs

  1. 9.4.1The Skilled ConversationJuly 25, 2024
  2. 9.4.2Agreeing Needs and Making a Formal RecordJanuary 12, 2024
  3. 9.4.3Agreeing Enablement Needs, Making a Formal Record and Next StepsJanuary 12, 2024

9.5Eligibility Criteria

  1. 9.5.1Understanding and Applying Eligibility Criteria
    Updated
    July 25, 2024

9.6Next Steps

  1. 9.6.1Communicating the Outcome and Next StepsJuly 25, 2024
  2. 9.6.2Communicating the Outcome and Next Steps (Occupational Therapy)July 25, 2024
  3. 9.6.3Establishing Ordinary ResidenceJuly 25, 2024
  4. 9.6.4Requesting a Financial Assessment
    Updated
    July 25, 2024

10.Care & Support / Support Planning and Review

10.1Care and Support / Support Plans & Personal Budgets

  1. 10.1.1Setting an Indicative BudgetJanuary 12, 2024
  2. 10.1.2Care and Support / Support PlanningJuly 25, 2024
  3. 10.1.3Signing Off a Plan and Agreeing a Final Personal BudgetJanuary 12, 2024

10.2Direct Payments

  1. 10.2.1Direct Payments
    Updated
    July 25, 2024

10.3Arranging Support and Services

  1. 10.3.1Arranging Support and Services
    Updated
    July 25, 2024
  2. 10.3.2Commissioning and Brokerage ProceduresJanuary 12, 2024

10.4Reviewing a Care and Support / Support Plan

  1. 10.4.1Legal Requirements of a Care and Support / Support Plan Review and ToolsJuly 25, 2024
  2. 10.4.2Preparing to Carry out a Care and Support / Support Plan Review
    Updated
    July 25, 2024
  3. 10.4.3The Full Review ConversationJuly 25, 2024
  4. 10.4.4The Light Touch Review ConversationJuly 25, 2024
  5. 10.4.5Actions Following a Care and Support Plan ReviewJuly 25, 2024
  6. 10.4.6Monitoring Urgent or Interim Support and ServicesJuly 25, 2024
  7. 10.4.7Reviewing a Direct Payment

10.5Risk and Protection of Property

  1. 10.5.1Risk AssessmentJuly 25, 2024
  2. 10.5.2Protecting Moveable Property and BelongingsJanuary 12, 2024

11.Occupational Therapy Resources

11.1Contact and Referral

  1. 11.1.1Contact and Referral

11.2Assessment and Eligibility Criteria

  1. 11.2.1Assessment and Eligibility Criteria

11.3Equipment and Adaptations

  1. 11.3.1Equipment in a Care HomeJuly 25, 2024
  2. 11.3.2Providing Direct SupportJuly 25, 2024
  3. 11.3.3Equipped for Independence Policy and Practice Guidance

11.4Review

  1. 11.4.1Monitoring and ReviewJanuary 12, 2024

12.Mental Health

  1. 12.0.1Understanding the Mental Health Act 1983July 25, 2024
  2. 12.0.2Social Circumstances ReportJuly 25, 2024
  3. 12.0.3Section 117 Aftercare
    Updated
    July 25, 2024
  4. 12.0.4Community Mental Health FrameworkAugust 16, 2023
  5. 12.0.5AMHP ProcedureJanuary 12, 2024

13.Transition to Adult Care and Support

13.1Deciding Whether to Start Transition

  1. 13.1.1Deciding Whether to Start TransitionApril 24, 2023
  2. 13.1.2Deciding Whether to Start Carers TransitionNovember 3, 2021
  3. 13.1.3Recording the Decision and Next StepsNovember 3, 2021

13.2Child's Needs Assessment

  1. 13.2.1Introduction, Legal Requirements and Tools (Child's Needs Assessment)July 25, 2024
  2. 13.2.2Preparing to Establish Needs (Child's Needs Assessment)
    Updated
    July 25, 2024
  3. 13.2.3The Skilled Conversation (Child's Needs Assessment)July 25, 2024
  4. 13.2.4Agreeing Needs, Making a Formal Record and Next Steps (Child's Needs Assessment)July 21, 2023

13.3Carer's Transition Assessments

  1. 13.3.1Introduction, Legal Requirements and Tools (Carer's Transition)July 25, 2024
  2. 13.3.2Preparing to Establish the Needs of Parent Carers
    Updated
    July 25, 2024
  3. 13.3.3Preparing to Establish the Needs of Young Carers
    Updated
    July 25, 2024
  4. 13.3.4The Skilled Conversation (Parent Carers)July 25, 2024
  5. 13.3.5The Skilled Conversation (Young Carers)July 25, 2024
  6. 13.3.6Agreeing Needs, Making a Formal Record and Next Steps (Carer's Transition)July 25, 2024

13.4Transition Planning and Review

  1. 13.4.1Setting an Indicative Budget (Transition to Adult Care and Support)November 9, 2021
  2. 13.4.2The Transition PlanJanuary 12, 2024
  3. 13.4.3Reviewing a Transition PlanJuly 25, 2024
  4. 13.4.4Reviewing an Education, Health and Care Plan (from 18 years)July 25, 2024
  5. 13.4.5Adult Care and Support FunctionsJanuary 12, 2024

14.CHC, Prisons, External Providers and Housing

14.1Joint Work

  1. 14.1.1Joint WorkJanuary 12, 2024

14.2Continuing Healthcare

  1. 14.2.1NHS Continuing Healthcare ProcedureJuly 25, 2024
  2. 14.2.2NHS-funded Nursing Care Procedure (FNC)July 25, 2024
  3. 14.2.3Joint Packages of Health and Social CareJanuary 12, 2024

14.3Prisons

  1. 14.3.1Prisons and Approved Premises
    Updated
    July 25, 2024

14.4External Providers & Housing

  1. 14.4.1External ProvidersJanuary 12, 2024
  2. 14.4.2HousingJanuary 12, 2024

15.Universal Procedures (used by all teams)

  1. 15.0.1Equality, Diversity and Human RightsJanuary 12, 2024
  2. 15.0.2Recording and Keeping RecordsSeptember 23, 2022
  3. 15.0.3Providing Information about a Person or CarerSeptember 23, 2022
  4. 15.0.4Risk AssessmentJuly 25, 2024
  5. 15.0.5Lone WorkingJanuary 12, 2024
  6. 15.0.6Joint WorkJanuary 12, 2024
  7. 15.0.7Recognising and Responding to Deprivations of LibertyJanuary 12, 2024
  8. 15.0.8Social Media (use of)
    Updated
    July 25, 2024
  9. 15.0.9Storage of Data on Practitioners' Mobile DevicesSeptember 16, 2021
  10. 15.0.10Interpreter and Translation ServicesJuly 25, 2024
  11. 15.0.11Death of a Person or CarerJuly 25, 2024

16.Specialist Procedures

  1. 16.0.1Deputyship and Financial Affairs
    Updated
    July 25, 2024
  2. 16.0.2Debt Respite Scheme (Breathing Spaces) Procedure
    Updated
    July 25, 2024
  3. 16.0.3Joint Packages of Health and Social CareJanuary 12, 2024
  4. 16.0.4NHS Continuing Healthcare ProcedureJuly 25, 2024
  5. 16.0.5NHS-funded Nursing Care Procedure (FNC)July 25, 2024
  6. 16.0.6End of Life Procedures and Practice GuidanceJuly 25, 2024
  7. 16.0.7Legal ServicesJanuary 12, 2024
  8. 16.0.8Ordinary Residence ProcedureJuly 25, 2024
  9. 16.0.9Continuity of Care ArrangementsJuly 25, 2024
  10. 16.0.10Cross Border PlacementsJuly 25, 2024
  11. 16.0.11Protecting Moveable Property and BelongingsJanuary 12, 2024
  12. 16.0.12Service Interruptions and Provider Failure
    Updated
    July 25, 2024
  13. 16.0.13No Recourse to Public Funds (NRPF)July 25, 2024
  14. 16.0.14Prisons and Approved Premises
    Updated
    July 25, 2024
  15. 16.0.15Acting as an Appropriate AdultOctober 15, 2023

Last Updated: July 25, 2024

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