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Amendments

2024

August 2024

Section 117 Aftercare

In August 2024, a scope box was added to top of this chapter, alerting and signposting practitioners to the statutory guidance issued in January 2024: Discharge from mental health inpatient settings. The chapter has also had a full legal review and additional information has been added in Section 5, Aftercare Planning and Assessment around support to claim benefits in line with the findings of the ombudsman decision NHS Devon ICB (22 008 927b).

Preparing to Establish the Needs of Parent Carers

In August 2024, text amendments have been made to Section 5, Arranging the Assessment and Preparing the Parent Carer. These amendments have been made to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource chapter ‘Carrying Out an Assessment’.

Understanding and Applying Eligibility Criteria

In August 2024, Section 3, Applying the Eligibility Criteria was updated to include information from the Care and Support statutory guidance about establishing whether the person's needs arise from a physical or mental impairment or illness. Amendments have also been made to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource chapter ‘The National Eligibility Criteria’.

Preparing to Establish Needs

In August 2024, text amendments was made to Section 5, Arranging the Assessment and Preparing the Person. These amendments have been made to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource chapter ‘Carrying Out an Assessment’. 

Introduction, Legal Requirements and Tools (Contact and Social Care Teams)

In August 2024, text amendments have been made to Section 3, The Purpose of any Assessment. These amendments have been made to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource chapter ‘The Purpose of Assessment’.   

Understanding and Applying Eligibility Criteria (Contact and Social Care Teams)

In August 2024, Section 3, Applying the Eligibility Criteria was updated to include information from the Care and Support statutory guidance about establishing whether the person's needs arise from a physical or mental impairment or illness. Amendments have also been made to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource chapter ‘The National Eligibility Criteria’.

Introduction, Legal Requirements and Tools (Carers)

In August 2024, text amendments have been made to Section 3, The Purpose of any Assessment. These amendments have been made to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource chapter ‘The Purpose of Assessment’.   

Preparing to Carry out a Care and Support Plan Review

In August 2024, text amendments have been made to Section 5, Arranging the Review and Preparing the Person. These amendments have been made to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource chapter ‘Carrying Out an Assessment’.

Understanding and Applying Eligibility Criteria (Carers)

In August 2024, minor text amendments have been made to Section 3, Applying the Eligibility Criteria. These amendments have been made to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource chapter ‘The National Eligibility Criteria’.

Preparing to Establish Needs (Child's Needs Assessment)

In August 2024, text amendments have been made to Section 5, Arranging the Assessment and Preparing the Young Person. These amendments have been made to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource chapter ‘Carrying Out an Assessment’.

Requesting a Financial Assessment

In August 2024, text amendments were made to reflect changes made to the chapter ‘Financial Assessment’.

Service Interruptions and Provider Failure

In August 2024, minor text amendments have been made to Section 3, Failure of a Regulated Provider. These amendments have been made to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource chapter ‘Commissioning Responsibilities under the Care Act’.

Preparing to Establish Needs (Reablement)

In August 2024, text amendments have been made to Section 1, Arranging the Assessment and Preparing the Person. These amendments have been made to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource chapter ‘Carrying Out an Assessment’.

Introduction, Purpose and Tools (Reablement)

In August 2024, text amendments have been made to Section 2, The Purpose of any Assessment. These amendments have been made to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource chapter ‘The Purpose of Assessment’.  

The Reablement Review

In August 2024, text amendments have been made to Section 7, Preparing for the Review. These amendments have been made to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource chapter ‘Carrying Out an Assessment’.

Deputyship and Financial Affairs

In August 2024, information was added to Section 4, Concerns About an Appointee, Deputy or Donee and Section 5, Exploring All Available Options to clarify that the Court of Protection can also revoke a Deputyship or Lasting Power of Attorney. Further information was also added to section 6 regarding notifications.

Debt Respite Scheme (Breathing Spaces) Procedure

In August 2024, Approved Mental Capacity Professionals were removed from the list of individuals that can apply for a Mental Health Crisis Breathing Space.

Introduction, Legal Requirements and Tools

In August 2024, text amendments have been made to Section 2, The Purpose of any Assessment. These amendments have been made to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource chapter ‘The Purpose of Assessment’.

Preparing to Establish the Needs of Young Carers

In August 2024, text amendments have been made to Section 5, Arranging the Assessment and Preparing the Young Carer. These amendments have been made to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource chapter ‘Carrying Out an Assessment’.

Arranging Support and Services

In August 2024, Section 9, Out of Area Services was updated to reflect amends made previously to Ordinary Residence chapters following a legal review.

Preparing to Establish Needs (Carers)

In August 2024, text amendments have been made to Section 5, Arranging the Assessment and Preparing the Carer. These amendments have been made to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource chapter ‘Carrying Out an Assessment’.   

Preparing to Carry out a Support Plan Review

In August 2024, text amendments have been made to Section 5, Arranging the Review and Preparing the Carer.  These amendments have been made to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource chapter ‘Carrying Out an Assessment’.

Social Media (use of)

In August 2024, Twitter was changed to X (formerly Twitter).

Direct Payments

This chapter was replaced with an updated version following a full review. This new version reflects feedback received following a full tri.x legal review of the Care Act 2014 Resource section ‘Direct Payments’.

Financial Assessment

This chapter was replaced with an updated version following a full review. This new version reflects feedback received following a full tri.x legal review of the Care Act 2014 Resource section ‘Charging and Assessing Financial Resources’.

Deprivation of Liberty Safeguards Procedure

In August 2024 minor amendments were made to Section 1, Using this Procedure.

February 2024

Social Circumstances Report

In February 2024, this chapter was fully reviewed and refreshed.

Ordinary Residence Procedure

In February 2024, a link to the section on ordinary residence in the 'Section 117 Aftercare' Procedure was added.

Receiving a Contact or Referral

In February 2024, a new Section 5, Identifying Carers was added.

The Preparing for Adulthood Plan

In February 2024, the Government 'Making Finance Decisions for Young People: Parent and Carer' Toolkit was added to the list of tools to support the Transition Plan conversation.

Acting as an Appropriate Adult

In February 2024, this new chapter was added to the 'Specialist Procedures' Section.

No Recourse to Public Funds (NRPF)

In February 2024, the Home Office Status, Verification, Enquiries and Checking service e-mail address was updated. In addition, a link to the government guidance ‘Asylum support’ was added into Section 7, Providing Information and Advice. The guidance 'Supporting Migrants Lacking Mental Capacity in Relation to Immigration Matters' was added into Section 1, Using this Procedure and Further Guidance.

Equality, Diversity and Human Rights

In February 2024, this new chapter was added into the 'Universal Procedures' Section.

Understanding the Mental Health Act 1983

Section 4, Sections of the Mental Health Act 1983 was updated in February 2024 to include information about Section 135 (2).

Discharge to Assess (Home First)

In February 2024, this chapter was reviewed and refreshed, including the addition of several national resources.

Joint Packages of Health and Social Care

In February 2024, relevant text amends were made throughout to reflect the feedback received following a full tri.x legal review of the NHS Continuing Healthcare Procedure.

NHS Continuing Healthcare Procedure

In February 2024, relevant text amends were made throughout to reflect the feedback received following a full tri.x legal review.

Continuity of Care Arrangements

In February 2024, text amends were made to Section 1, An Introduction to Continuity of Care Arrangements. These amends were made to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource chapter 'Continuity of Care when a Person Moves'.

Recognising and Responding to Deprivations of Liberty

In February 2024, relevant text amends were made throughout to reflect the feedback received following a full tri.x legal review of the Deprivation of Liberty Safeguards Procedure.

Deprivation of Liberty Safeguards Procedure

In February 2024, relevant text amends were made throughout to reflect the feedback received following a full tri.x legal review. In addition to this, information about the use of the ADASS Priority Tool for Deprivation of Liberty Requests was added into Section 5, Receiving a Standard Authorisation Request.

Deputyship and Financial Affairs

Section 6, Making a Property and Affairs Deputyship Application was updated in February 2024 to include more information about notifications. Information about Carer's Card accounts was added into Section 2, Identifying Support Needs.

NHS-funded Nursing Care Procedure (FNC)

In February 2024, relevant text amends were made throughout to reflect the feedback received following a full tri.x legal review of the NHS Continuing Healthcare Procedure.

2023

September 2023

End of Life Procedures and Practice Guidance

Section 10, Advance Care Planning was refreshed in September 2023 to include information about the Universal Principles of Advance Care Planning.

Deciding the Outcome of a Contact or Referral (Carers)

In September 2023, the 'Ordinary Residence' section was reviewed and refreshed.

Deciding the Outcome of a Contact or Referral (Reablement)

Deciding the Outcome of a Contact or Referral

Deciding the Outcome of a Contact or Referral (Short-Term Services)

Recognising and Responding to Deprivations of Liberty

In September 2023, this chapter was fully reviewed and refreshed. This inlcuded adding greater clarity on state imputability, moving information about Best Interests into Section 6, Applying to the Court, adding information about the National Deprivation of Liberty Court and adding a new Section 8, Challenging a DoLS Authorisation using Section 21A.

Debt Respite Scheme (Breathing Spaces) Procedure

In September 2023, a new Section 2, Final Demand Guide was added. Updated in May 2023, the Final Demand Guide provides basic advice for health and social care workers, describing how they can practically help people with debt and mental health problems.

Actions and Next Steps (Contact and Social Care Teams)

In September 2023, information about the Caldicott Principles was added into the 'Providing Information about a Person' section.

Actions and Next Steps (Reablement)

Actions and Next Steps (Short-Term Service)

Actions and Next Steps

Actions and Next Steps (Carers)

In September 2023, information about the Caldicott Principles was added into the 'Providing Information about a Carer' section.

Mental Health Act 1983

In September 2023, links were added to the new 'Understanding the Mental Health Act 1983' and 'Community Mental Health Framework' procedures.

Providing Information about a Person or Carer

In September 2023, information about the Caldicott Principles was added.

Deprivation of Liberty Safeguards Procedure

In September 2023, this chapter was fully reviewed and refreshed. This included adding greater clarity around state imputability and a new Section 15, Challenging an Authorisation using Section 21A and Section 16, The Future of the Deprivation of Liberty Safeguards. At the same time, the chapter Liberty Protection Safeguards Procedure was deleted.

Ordinary Residence Procedure

Section 5, Meeting the Urgent Needs of a Person who is not Ordinarily Resident was reviewed and refreshed in September 2023.

Preparing to Carry out a Care and Support Plan Review

Section 5, Arranging the Review and Preparing the Person was revised in September 2023 to better clarify the statutory requirements around the frequency in which Support Plans should be reviewed.

Section 117 Aftercare

Section 3, Ordinary Residence was updated in September 2023 to reflect the Supreme Court judgement R (Worcestershire County Council) v Secretary of State for Health and Social Care [2023] UKSC 31.
Section 9, Further Information was also updated to include a link to the Community Mental Health Framework for Adults and Older Adults documents.

NHS Continuing Healthcare Procedure

In September 2023, this chapter was fully reviewed and refreshed.

NHS-funded Nursing Care Procedure (FNC)

Deputyship and Financial Affairs

No Recourse to Public Funds (NRPF)

In September 2023, this chapter was refreshed throughout and amended to reflect changes to the immigration status requirements for people from EEA countries.

Joint Packages of Health and Social Care

In September 2023, this chapter was fully reviewed and refreshed and a link to the Section 117 Aftercare Procedure was added.