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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 and the Adult Safeguarding Provider Team

  1. 3.0.1Safeguarding AdultsFebruary 24, 2025
  2. 3.0.2The Adult Safeguarding Provider TeamMay 23, 2023

4.Deprivation of Liberty and the DoLS Team

  1. 4.0.1Deprivation of Liberty Safeguards ProcedureFebruary 24, 2025
  2. 4.0.2Recognising and Responding to Deprivations of LibertyFebruary 24, 2025
  3. 4.0.3The DoLS TeamMay 23, 2023

5.Universal Procedures (used by all teams)

  1. 5.0.1Equality, Diversity and Human RightsFebruary 24, 2025
  2. 5.0.2Recording and Keeping RecordsFebruary 24, 2025
  3. 5.0.3Providing Information about a Person or CarerFebruary 24, 2025
  4. 5.0.4Financial AssessmentAugust 2, 2024
  5. 5.0.5Brokerage and Individual Commissioning ProceduresMay 23, 2023
  6. 5.0.6Direct PaymentsFebruary 24, 2025
  7. 5.0.7Technology Enabled CareFebruary 24, 2025
  8. 5.0.8Risk AssessmentFebruary 24, 2025
  9. 5.0.9Lone WorkingMay 23, 2023
  10. 5.0.10Joint WorkNovember 3, 2021
  11. 5.0.11Social Media (use of)August 2, 2024
  12. 5.0.12Storage of Data on Practitioners' Mobile DevicesNovember 9, 2021
  13. 5.0.13Interpreter and Translation ServicesFebruary 24, 2025
  14. 5.0.14Death of a Person or CarerFebruary 24, 2025

6.Specialist Procedures

  1. 6.0.1Acting as an Appropriate AdultFebruary 23, 2024
  2. 6.0.2Individual Service FundsMay 23, 2023
  3. 6.0.3Deputyship and Financial AffairsFebruary 24, 2025
  4. 6.0.4Debt Respite Scheme (Breathing Spaces) ProcedureFebruary 24, 2025
  5. 6.0.5Minor Adaptations and Low Level EquipmentMay 23, 2023
  6. 6.0.6Joint Packages of Health and Social CareFebruary 24, 2025
  7. 6.0.7NHS Continuing Healthcare ProcedureFebruary 24, 2025
  8. 6.0.8NHS-funded Nursing Care Procedure (FNC)August 2, 2024
  9. 6.0.9End of Life Procedures and Practice GuidanceFebruary 24, 2025
  10. 6.0.10Legal ServicesNovember 22, 2021
  11. 6.0.11Ordinary Residence ProcedureFebruary 23, 2024
  12. 6.0.12Continuity of Care ArrangementsAugust 2, 2024
  13. 6.0.13Cross Border PlacementsFebruary 24, 2025
  14. 6.0.14Protecting Moveable Property and BelongingsNovember 4, 2021
  15. 6.0.15Service Interruptions and Provider FailureAugust 2, 2024
  16. 6.0.16No Recourse to Public Funds (NRPF)February 23, 2024
  17. 6.0.17Prisons and Approved PremisesFebruary 24, 2025

7.Adult Contact Teams

7.1Contact and Referral

  1. 7.1.1Receiving a Contact or ReferralFebruary 24, 2025
  2. 7.1.2Deciding the Outcome of a Contact or Referral (Contact and Social Care Teams)February 24, 2025
  3. 7.1.3Actions and Next Steps (Contact and Social Care Teams)February 24, 2025

7.2Establishing Needs

  1. 7.2.1Introduction, Legal Requirements and Tools (Contact and Social Care Teams)August 2, 2024
  2. 7.2.2Preparing to Establish Needs (Contact and Social Care Teams)February 24, 2025
  3. 7.2.3The Skilled Conversation (Contact and Social Care Teams)February 24, 2025
  4. 7.2.4Agreeing Needs, Making a Formal Record and Next Steps (Contact and Social Care Teams)February 24, 2025
  5. 7.2.5Establishing Likely Eligibility for a Disabled Facilities GrantFebruary 24, 2025
  6. 7.2.6Understanding and Applying Eligibility Criteria (Contact and Social Care Teams)February 24, 2025
  7. 7.2.7Communicating the Outcome and Next Steps (Contact and Social Care Teams)February 24, 2025
  8. 7.2.8Establishing Ordinary ResidenceFebruary 24, 2025
  9. 7.2.9Requesting a Financial AssessmentAugust 2, 2024

7.3Care and Support Planning

  1. 7.3.1Setting an Indicative BudgetFebruary 24, 2025
  2. 7.3.2Care and Support PlanningFebruary 24, 2025
  3. 7.3.3Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetFebruary 24, 2025
  4. 7.3.4Arranging Support and ServicesAugust 2, 2024

7.4Reviewing a Care and Support Plan and Monitoring Urgent/Interim Services

  1. 7.4.1Legal Requirements of a Care and Support Plan Review and ToolsFebruary 24, 2025
  2. 7.4.2Preparing to Carry out a Care and Support Plan ReviewFebruary 24, 2025
  3. 7.4.3The Full Review ConversationFebruary 24, 2025
  4. 7.4.4The Light Touch Review ConversationFebruary 24, 2025
  5. 7.4.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordFebruary 24, 2025
  6. 7.4.6Actions Following a Care and Support Plan ReviewFebruary 24, 2025
  7. 7.4.7Reviewing a Direct Payment

7.5Arranging Equipment and Adaptations

  1. 7.5.1Applying for a Disabled Facilities GrantFebruary 23, 2024
  2. 7.5.2The Outcome of the Disabled Facilities Grant Application and Next StepsFebruary 24, 2025
  3. 7.5.3Providing EquipmentFebruary 24, 2025
  4. 7.5.4Equipment in a Care HomeFebruary 24, 2025
  5. 7.5.5Providing Direct SupportFebruary 24, 2025
  6. 7.5.6Monitoring and ReviewFebruary 24, 2025

8.Reablement

  1. 8.0.1Care4CE Provider ServicesMay 23, 2023

8.1Contact and Referral

  1. 8.1.1Receiving a Contact or ReferralFebruary 24, 2025
  2. 8.1.2Deciding the Outcome of a Contact or Referral (Reablement)February 24, 2025
  3. 8.1.3Actions and Next Steps (Reablement)February 24, 2025

8.2Establishing Reablement Needs

  1. 8.2.1Introduction, Purpose and Tools (Reablement)August 2, 2024
  2. 8.2.2Preparing to Establish Needs (Reablement)February 24, 2025
  3. 8.2.3The Skilled Conversation (Reablement)February 24, 2025
  4. 8.2.4Agreeing Needs, Making a Formal Record and Next Steps (Reablement)April 12, 2022

8.3Planning and Arranging Reablement

  1. 8.3.1The Reablement PlanAugust 2, 2024
  2. 8.3.2Arranging the Reablement ServiceAugust 2, 2024

8.4Monitoring and Reviewing Reablement

  1. 8.4.1Monitoring ReablementFebruary 23, 2024
  2. 8.4.2Monitoring Actions (Reablement)September 5, 2023
  3. 8.4.3The Reablement ReviewFebruary 24, 2025
  4. 8.4.4Deciding the Outcome of a Reablement Review and Making a Formal RecordMay 23, 2023
  5. 8.4.5Actions Following a Reablement ReviewFebruary 24, 2025

9.Short-Term Services Team

9.1Contact and Referral

  1. 9.1.1Receiving a Contact or ReferralFebruary 24, 2025
  2. 9.1.2Deciding the Outcome of a Contact or Referral (Short-Term Services)February 24, 2025
  3. 9.1.3Actions and Next Steps (Short-Term Service)February 24, 2025

9.2Discharge to Assess

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

9.3Establishing Needs

  1. 9.3.1Introduction, Legal Requirements and ToolsAugust 2, 2024
  2. 9.3.2Preparing to Establish NeedsFebruary 24, 2025
  3. 9.3.3The Skilled ConversationFebruary 24, 2025
  4. 9.3.4Agreeing Needs and Making a Formal RecordMay 23, 2023
  5. 9.3.5Understanding and Applying Eligibility CriteriaFebruary 24, 2025
  6. 9.3.6Communicating the Outcome and Next StepsSeptember 5, 2023

9.4Meeting Needs

  1. 9.4.1Establishing Ordinary ResidenceFebruary 24, 2025
  2. 9.4.2Requesting a Financial AssessmentAugust 2, 2024
  3. 9.4.3Setting an Indicative BudgetFebruary 24, 2025
  4. 9.4.4Care and Support PlanningFebruary 24, 2025
  5. 9.4.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetFebruary 24, 2025
  6. 9.4.6Arranging Support and ServicesAugust 2, 2024

9.5Reviewing Support and Services

  1. 9.5.1Legal Requirements of a Care and Support Plan Review and ToolsFebruary 24, 2025
  2. 9.5.2Preparing to Carry out a Care and Support Plan ReviewFebruary 24, 2025
  3. 9.5.3The Full Review ConversationFebruary 24, 2025
  4. 9.5.4The Light Touch Review ConversationFebruary 24, 2025
  5. 9.5.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordFebruary 24, 2025
  6. 9.5.6Actions Following a Care and Support Plan ReviewFebruary 24, 2025
  7. 9.5.7Reviewing a Direct Payment

10.Adult Social Care Teams

10.1Contact and Referral

  1. 10.1.1Receiving a Contact or ReferralFebruary 24, 2025
  2. 10.1.2Deciding the Outcome of a Contact or Referral (Contact and Social Care Teams)February 24, 2025
  3. 10.1.3Actions and Next Steps (Contact and Social Care Teams)February 24, 2025

10.2Establishing Needs

  1. 10.2.1Introduction, Legal Requirements and Tools (Contact and Social Care Teams)August 2, 2024
  2. 10.2.2Preparing to Establish Needs (Contact and Social Care Teams)February 24, 2025
  3. 10.2.3The Skilled Conversation (Contact and Social Care Teams)February 24, 2025
  4. 10.2.4Agreeing Needs, Making a Formal Record and Next Steps (Contact and Social Care Teams)February 24, 2025
  5. 10.2.5Establishing Likely Eligibility for a Disabled Facilities GrantFebruary 24, 2025
  6. 10.2.6Understanding and Applying Eligibility Criteria (Contact and Social Care Teams)February 24, 2025
  7. 10.2.7Communicating the Outcome and Next Steps (Contact and Social Care Teams)February 24, 2025
  8. 10.2.8Establishing Ordinary ResidenceFebruary 24, 2025
  9. 10.2.9Requesting a Financial AssessmentAugust 2, 2024

10.3Care and Support Planning

  1. 10.3.1Setting an Indicative BudgetFebruary 24, 2025
  2. 10.3.2Care and Support PlanningFebruary 24, 2025
  3. 10.3.3Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetFebruary 24, 2025
  4. 10.3.4Arranging Support and ServicesAugust 2, 2024

10.4Reviewing a Care and Support Plan and Monitoring Urgent/Interim Services

  1. 10.4.1Legal Requirements of a Care and Support Plan Review and ToolsFebruary 24, 2025
  2. 10.4.2Preparing to Carry out a Care and Support Plan ReviewFebruary 24, 2025
  3. 10.4.3The Full Review ConversationFebruary 24, 2025
  4. 10.4.4The Light Touch Review ConversationFebruary 24, 2025
  5. 10.4.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordFebruary 24, 2025
  6. 10.4.6Actions Following a Care and Support Plan ReviewFebruary 24, 2025
  7. 10.4.7Reviewing a Direct Payment

10.5Arranging Equipment and Adaptations

  1. 10.5.1Applying for a Disabled Facilities GrantFebruary 23, 2024
  2. 10.5.2The Outcome of the Disabled Facilities Grant Application and Next StepsFebruary 24, 2025
  3. 10.5.3Providing EquipmentFebruary 24, 2025
  4. 10.5.4Equipment in a Care HomeFebruary 24, 2025
  5. 10.5.5Providing Direct SupportFebruary 24, 2025
  6. 10.5.6Monitoring and ReviewFebruary 24, 2025

11.Sensory Team

  1. 11.0.1Receiving a Contact or ReferralFebruary 24, 2025
  2. 11.0.2Deciding the Outcome of a Contact or ReferralFebruary 24, 2025
  3. 11.0.3Actions and Next StepsFebruary 24, 2025
  4. 11.0.4Minor Adaptations and Low Level EquipmentMay 23, 2023
  5. 11.0.5Further Procedures, Processes and InformationMay 23, 2023

12.Learning Disability Teams

12.1Contact and Referral

  1. 12.1.1Receiving a Contact or ReferralFebruary 24, 2025
  2. 12.1.2Deciding the Outcome of a Contact or ReferralFebruary 24, 2025
  3. 12.1.3Actions and Next StepsFebruary 24, 2025

12.2Establishing Needs

  1. 12.2.1Introduction, Legal Requirements and ToolsAugust 2, 2024
  2. 12.2.2Preparing to Establish NeedsFebruary 24, 2025
  3. 12.2.3The Skilled ConversationFebruary 24, 2025
  4. 12.2.4Agreeing Needs and Making a Formal RecordMay 23, 2023
  5. 12.2.5Understanding and Applying Eligibility CriteriaFebruary 24, 2025
  6. 12.2.6Communicating the Outcome and Next StepsSeptember 5, 2023

12.3Meeting Needs

  1. 12.3.1Establishing Ordinary ResidenceFebruary 24, 2025
  2. 12.3.2Requesting a Financial AssessmentAugust 2, 2024
  3. 12.3.3Setting an Indicative BudgetFebruary 24, 2025
  4. 12.3.4Care and Support PlanningFebruary 24, 2025
  5. 12.3.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetFebruary 24, 2025
  6. 12.3.6Arranging Support and ServicesAugust 2, 2024

12.4Reviewing Support and Services

  1. 12.4.1Legal Requirements of a Care and Support Plan Review and ToolsFebruary 24, 2025
  2. 12.4.2Preparing to Carry out a Care and Support Plan ReviewFebruary 24, 2025
  3. 12.4.3The Full Review ConversationFebruary 24, 2025
  4. 12.4.4The Light Touch Review ConversationFebruary 24, 2025
  5. 12.4.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordFebruary 24, 2025
  6. 12.4.6Actions Following a Care and Support Plan ReviewFebruary 24, 2025
  7. 12.4.7Monitoring Urgent or Interim Support and ServicesAugust 2, 2024
  8. 12.4.8Reviewing a Direct Payment

13.CHC Assessment Service

  1. 13.0.1NHS Continuing Healthcare ProcedureFebruary 24, 2025

14.Transition Service

14.1Children's Procedures

  1. 14.1.1Children's Procedures

14.2Deciding Whether to Start Transition

  1. 14.2.1Deciding Whether to Start TransitionFebruary 23, 2024
  2. 14.2.2Deciding Whether to Start Carers TransitionNovember 3, 2021
  3. 14.2.3Recording the Decision and Next StepsNovember 3, 2021

14.3Child's Needs Assessment

  1. 14.3.1Introduction, Legal Requirements and Tools (Child's Needs Assessment)August 2, 2024
  2. 14.3.2Preparing to Establish Needs (Child's Needs Assessment)February 24, 2025
  3. 14.3.3The Skilled Conversation (Child's Needs Assessment)February 24, 2025
  4. 14.3.4Agreeing Needs, Making a Formal Record and Next Steps (Child's Needs Assessment)February 23, 2024

14.4Carer's Transition Assessments

  1. 14.4.1Introduction, Legal Requirements and Tools (Carer's Transition)August 2, 2024
  2. 14.4.2Preparing to Establish the Needs of Parent CarersAugust 2, 2024
  3. 14.4.3Preparing to Establish the Needs of Young CarersAugust 2, 2024
  4. 14.4.4The Skilled Conversation (Parent Carers)September 27, 2021
  5. 14.4.5The Skilled Conversation (Young Carers)February 24, 2025
  6. 14.4.6Agreeing Needs, Making a Formal Record and Next Steps (Carer's Transition)February 23, 2024

14.5Preparing for Adulthood Planning and Review

  1. 14.5.1Setting an Indicative Budget (Transition to Adult Care and Support)February 24, 2025
  2. 14.5.2The Preparing for Adulthood PlanFebruary 23, 2024
  3. 14.5.3Reviewing and Preparing for Adulthood PlanAugust 2, 2024
  4. 14.5.4Reviewing an Education, Health and Care Plan (from 18 years)July 22, 2022

15.Mental Health Teams

15.1Contact and Referral

  1. 15.1.1Receiving a Contact or ReferralFebruary 24, 2025
  2. 15.1.2Deciding the Outcome of a Contact or ReferralFebruary 24, 2025
  3. 15.1.3Actions and Next StepsFebruary 24, 2025

15.2Establishing Needs

  1. 15.2.1Introduction, Legal Requirements and ToolsAugust 2, 2024
  2. 15.2.2Preparing to Establish NeedsFebruary 24, 2025
  3. 15.2.3The Skilled ConversationFebruary 24, 2025
  4. 15.2.4Agreeing Needs and Making a Formal RecordMay 23, 2023
  5. 15.2.5Understanding and Applying Eligibility CriteriaFebruary 24, 2025
  6. 15.2.6Communicating the Outcome and Next StepsSeptember 5, 2023

15.3Meeting Needs

  1. 15.3.1Establishing Ordinary ResidenceFebruary 24, 2025
  2. 15.3.2Requesting a Financial AssessmentAugust 2, 2024
  3. 15.3.3Setting an Indicative BudgetFebruary 24, 2025
  4. 15.3.4Care and Support PlanningFebruary 24, 2025
  5. 15.3.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetFebruary 24, 2025
  6. 15.3.6Arranging Support and ServicesAugust 2, 2024

15.4Reviewing Support and Services

  1. 15.4.1Legal Requirements of a Care and Support Plan Review and ToolsFebruary 24, 2025
  2. 15.4.2Preparing to Carry out a Care and Support Plan ReviewFebruary 24, 2025
  3. 15.4.3The Full Review ConversationFebruary 24, 2025
  4. 15.4.4The Light Touch Review ConversationFebruary 24, 2025
  5. 15.4.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordFebruary 24, 2025
  6. 15.4.6Actions Following a Care and Support Plan ReviewFebruary 24, 2025
  7. 15.4.7Monitoring Urgent or Interim Support and ServicesAugust 2, 2024
  8. 15.4.8Reviewing a Direct Payment

15.5Functions under the Mental Health Act

  1. 15.5.1Understanding the Mental Health Act 1983February 24, 2025
  2. 15.5.2Social Circumstances ReportFebruary 24, 2025
  3. 15.5.3Section 117 AftercareAugust 2, 2024
  4. 15.5.4Community Mental Health FrameworkSeptember 5, 2023

16.AMHP Procedure

  1. 16.0.1AMHP ProcedureFebruary 24, 2025

17.Carers Procedures

17.1Contact and Referral

  1. 17.1.1Receiving a Contact or ReferralFebruary 24, 2025
  2. 17.1.2Deciding the Outcome of a Contact or Referral (Carers)February 24, 2025
  3. 17.1.3Actions and Next Steps (Carers)February 24, 2025

17.2Establishing Needs

  1. 17.2.1Introduction, Legal Requirements and Tools (Carers)August 2, 2024
  2. 17.2.2Preparing to Establish Needs (Carers)August 2, 2024
  3. 17.2.3The Skilled Conversation (Carers)February 24, 2025
  4. 17.2.4Agreeing Needs and Making a Formal Record (Carers)April 12, 2022
  5. 17.2.5Understanding and Applying Eligibility Criteria (Carers)August 2, 2024
  6. 17.2.6Communicating the Outcome and Next Steps (Carers)September 5, 2023

17.3Meeting Needs

  1. 17.3.1Establishing Ordinary ResidenceFebruary 24, 2025
  2. 17.3.2Requesting a Financial AssessmentAugust 2, 2024
  3. 17.3.3Setting an Indicative BudgetFebruary 24, 2025
  4. 17.3.4Support PlanningFebruary 24, 2025
  5. 17.3.5Signing off a Support Plan and Agreeing a Final Personal BudgetFebruary 24, 2025
  6. 17.3.6Arranging Support and ServicesAugust 2, 2024

17.4Reviewing Support and Services

  1. 17.4.1Legal Requirements of a Support Plan Review and ToolsFebruary 24, 2025
  2. 17.4.2Preparing to Carry out a Support Plan ReviewAugust 2, 2024
  3. 17.4.3The Full Review Conversation (Carers)February 24, 2025
  4. 17.4.4The Light Touch Review Conversation (Carers)February 24, 2025
  5. 17.4.5Deciding the Outcome of a Support Plan Review and Making a Formal RecordNovember 3, 2021
  6. 17.4.6Actions Following a Support Plan ReviewFebruary 24, 2025
  7. 17.4.7Monitoring Urgent or Interim Support and ServicesAugust 2, 2024
  8. 17.4.8Reviewing a Direct Payment

18.Business Support and Finance

  1. 18.0.1Business Support and Finance Procedures and ProcessesMay 23, 2023

Last Updated: February 24, 2025

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