Skip to content
Company Logo

Contents

Quick Links:

1.

2.

3.

4.

5.

6.

7.

8.

9.

10.

11.

12.

13.

14.

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.Mental Health Act 1983

  1. 3.0.1Understanding the Mental Health Act 1983April 3, 2025
  2. 3.0.2Social Circumstances ReportOctober 2, 2024
  3. 3.0.3Section 117 AftercareNovember 25, 2022
  4. 3.0.4Community Mental Health FrameworkAugust 16, 2023
  5. 3.0.5AMHP ProcedureOctober 2, 2024

4.Safeguarding Adults

  1. 4.0.1Safeguarding AdultsApril 3, 2025

5.Deprivation of Liberty Safeguards

  1. 5.0.1Deprivation of Liberty Safeguards ProcedureApril 3, 2025
  2. 5.0.2Recognising and Responding to Deprivations of LibertyApril 3, 2025

6.Working with Carers

6.1Contact and Referral

  1. 6.1.1Receiving a Contact or ReferralOctober 2, 2024
  2. 6.1.2Deciding the Outcome of a Contact or Referral (Carers)October 2, 2024
  3. 6.1.3Actions and Next Steps (Carers)April 3, 2025

6.2Establishing Needs

  1. 6.2.1Introduction, Legal Requirements and Tools (Carers)March 26, 2024
  2. 6.2.2Preparing to Establish Needs (Carers)January 31, 2024
  3. 6.2.3The Skilled Conversation (Carers)October 2, 2024
  4. 6.2.4Agreeing Needs and Making a Formal Record (Carers)April 12, 2022
  5. 6.2.5Understanding and Applying Eligibility Criteria (Carers)January 31, 2024
  6. 6.2.6Communicating the Outcome and Next Steps (Carers)August 16, 2023

6.3Meeting Needs

  1. 6.3.1Establishing Ordinary ResidenceApril 3, 2025
  2. 6.3.2Requesting a Financial AssessmentOctober 2, 2024
  3. 6.3.3Setting an Indicative BudgetOctober 2, 2024
  4. 6.3.4Support PlanningOctober 2, 2024
  5. 6.3.5Signing off a Support Plan and Agreeing a Final Personal BudgetOctober 2, 2024
  6. 6.3.6Arranging Support and ServicesOctober 2, 2024

6.4Reviewing Support and Services

  1. 6.4.1Legal Requirements of a Support Plan Review and ToolsApril 18, 2024
  2. 6.4.2Preparing to Carry out a Support Plan ReviewJanuary 31, 2024
  3. 6.4.3The Full Review Conversation (Carers)October 2, 2024
  4. 6.4.4The Light Touch Review Conversation (Carers)October 2, 2024
  5. 6.4.5Deciding the Outcome of a Support Plan Review and Making a Formal RecordNovember 3, 2021
  6. 6.4.6Actions Following a Support Plan ReviewOctober 2, 2024
  7. 6.4.7Monitoring Urgent or Interim Support and ServicesOctober 2, 2024
  8. 6.4.8Reviewing a Direct Payment

7.Adult Early Help

  1. 7.0.1Receiving a Contact or ReferralOctober 2, 2024
  2. 7.0.2Deciding the Outcome of a Contact or Referral (Adult Early Help)October 2, 2024
  3. 7.0.3Actions and Next StepsApril 3, 2025
  4. 7.0.4Monitoring Urgent or Interim Support and ServicesOctober 2, 2024

8.Prevention and Early Intervention

8.1Reablement

  1. 8.1.1Receiving a Contact or ReferralOctober 2, 2024
  2. 8.1.2Deciding the Outcome of a Contact or Referral (Reablement)October 2, 2024
  3. 8.1.3Actions and Next StepsApril 3, 2025
  4. 8.1.4Introduction, Purpose and Tools (Reablement)March 26, 2024
  5. 8.1.5Preparing to Establish Needs (Reablement)April 3, 2025
  6. 8.1.6The Skilled Conversation (Reablement)October 2, 2024
  7. 8.1.7Agreeing Needs, Making a Formal Record and Next Steps (Reablement)April 18, 2024
  8. 8.1.8The Reablement PlanOctober 2, 2024
  9. 8.1.9Arranging the Reablement ServiceOctober 2, 2024
  10. 8.1.10Monitoring ReablementOctober 2, 2024
  11. 8.1.11Monitoring Actions (Reablement)October 2, 2024
  12. 8.1.12The Reablement ReviewApril 3, 2025
  13. 8.1.13Deciding the Outcome of a Reablement Review and Making a Formal RecordOctober 2, 2024
  14. 8.1.14Actions Following a Reablement ReviewOctober 2, 2024

8.2Technology Enabled Care

  1. 8.2.1Technology Enabled CareOctober 2, 2024

8.3Occupational Therapy

  1. 8.3.1Receiving a Contact or ReferralOctober 2, 2024
  2. 8.3.2Deciding the Outcome of a Contact or Referral (Occupational Therapy)October 2, 2024
  3. 8.3.3Actions and Next StepsApril 3, 2025
  4. 8.3.4Introduction, Legal Requirements and Tools (Occupational Therapy)March 26, 2024
  5. 8.3.5Preparing to Establish Needs (Occupational Therapy)April 3, 2025
  6. 8.3.6The Skilled Conversation (Occupational Therapy)October 2, 2024
  7. 8.3.7Agreeing Needs, Making a Formal Record and Next Steps (Occupational Therapy)October 2, 2024
  8. 8.3.8Establishing Likely Eligibility for a Disabled Facilities GrantApril 24, 2023
  9. 8.3.9Understanding and Applying Eligibility Criteria (Occupational Therapy)April 18, 2024
  10. 8.3.10Communicating the Outcome and Next Steps (Occupational Therapy)October 2, 2024
  11. 8.3.11Establishing Ordinary Residence (Occupational Therapy)January 31, 2024
  12. 8.3.12Requesting a Financial AssessmentOctober 2, 2024
  13. 8.3.13Applying for a Disabled Facilities GrantOctober 15, 2023
  14. 8.3.14The Outcome of the Disabled Facilities Grant Application and Next StepsNovember 3, 2021
  15. 8.3.15Providing EquipmentOctober 2, 2024
  16. 8.3.16Equipment in a Care HomeOctober 2, 2024
  17. 8.3.17Providing Direct SupportOctober 2, 2024
  18. 8.3.18Monitoring and ReviewNovember 3, 2021

9.Assessment and Eligibility Criteria

9.1Contact and Referral

  1. 9.1.1Receiving a Contact or ReferralOctober 2, 2024
  2. 9.1.2Deciding the Outcome of a Contact or ReferralOctober 2, 2024
  3. 9.1.3Actions and Next StepsApril 3, 2025

9.2Establishing Needs

  1. 9.2.1Introduction, Legal Requirements and ToolsOctober 2, 2024
  2. 9.2.2Preparing to Establish NeedsApril 3, 2025
  3. 9.2.3The Skilled ConversationOctober 2, 2024
  4. 9.2.4Agreeing Needs and Making a Formal RecordOctober 2, 2024
  5. 9.2.5Understanding and Applying Eligibility CriteriaOctober 2, 2024
  6. 9.2.6Communicating the Outcome and Next StepsOctober 2, 2024

9.3Hospital Discharge

  1. 9.3.1Receiving a Contact or ReferralOctober 2, 2024
  2. 9.3.2Deciding the Outcome of a Contact or Referral (Transfer of Care Team (TOCT))October 2, 2024
  3. 9.3.3Actions and Next StepsApril 3, 2025
  4. 9.3.4Discharge to Assess (Home First)November 30, 2023
  5. 9.3.5Monitoring Urgent or Interim Support and ServicesOctober 2, 2024

10.Care and Support Planning and Review

10.1Meeting Needs

  1. 10.1.1Establishing Ordinary ResidenceApril 3, 2025
  2. 10.1.2Requesting a Financial AssessmentOctober 2, 2024
  3. 10.1.3Setting an Indicative BudgetOctober 2, 2024
  4. 10.1.4Care and Support PlanningApril 3, 2025
  5. 10.1.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetOctober 2, 2024
  6. 10.1.6Arranging Support and ServicesOctober 2, 2024

10.2Contact and Review Requests

  1. 10.2.1Receiving a Contact or Review RequestApril 12, 2022
  2. 10.2.2Deciding the Outcome of a Contact or Review RequestOctober 2, 2024
  3. 10.2.3Actions and Next StepsApril 3, 2025

10.3Reviewing Support and Services

  1. 10.3.1Legal Requirements of a Care and Support Plan Review and ToolsOctober 2, 2024
  2. 10.3.2Preparing to Carry out a Care and Support Plan ReviewApril 3, 2025
  3. 10.3.3The Full Review ConversationOctober 2, 2024
  4. 10.3.4The Light Touch Review ConversationOctober 2, 2024
  5. 10.3.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordOctober 2, 2024
  6. 10.3.6Actions Following a Care and Support Plan ReviewOctober 2, 2024
  7. 10.3.7Monitoring Urgent or Interim Support and ServicesOctober 2, 2024
  8. 10.3.8Reviewing a Direct Payment

11.CHC

  1. 11.0.1NHS Continuing Healthcare ProcedureOctober 2, 2024
  2. 11.0.2NHS-funded Nursing Care Procedure (FNC)November 30, 2023
  3. 11.0.3Joint Packages of Health and Social CareOctober 2, 2024

12.Transition to Adult Care and Support

12.1Deciding Whether to Start Transition

  1. 12.1.1Deciding Whether to Start TransitionApril 24, 2023
  2. 12.1.2Deciding Whether to Start Carers TransitionNovember 3, 2021
  3. 12.1.3Recording the Decision and Next StepsNovember 3, 2021

12.2Child's Needs Assessment

  1. 12.2.1Introduction, Legal Requirements and Tools (Child's Needs Assessment)March 26, 2024
  2. 12.2.2Preparing to Establish Needs (Child's Needs Assessment)October 2, 2024
  3. 12.2.3The Skilled Conversation (Child's Needs Assessment)October 2, 2024
  4. 12.2.4Agreeing Needs, Making a Formal Record and Next Steps (Child's Needs Assessment)July 21, 2023

12.3Carer's Transition Assessments

  1. 12.3.1Introduction, Legal Requirements and Tools (Carer's Transition)March 26, 2024
  2. 12.3.2Preparing to Establish the Needs of Parent CarersJanuary 31, 2024
  3. 12.3.3Preparing to Establish the Needs of Young CarersJanuary 31, 2024
  4. 12.3.4The Skilled Conversation (Parent Carers)January 31, 2024
  5. 12.3.5The Skilled Conversation (Young Carers)October 2, 2024
  6. 12.3.6Agreeing Needs, Making a Formal Record and Next Steps (Carer's Transition)October 2, 2024

12.4Transition Planning and Review

  1. 12.4.1Setting an Indicative Budget (Transition to Adult Care and Support)November 9, 2021
  2. 12.4.2The Transition PlanNovember 13, 2023
  3. 12.4.3Reviewing a Transition PlanJanuary 31, 2024
  4. 12.4.4Reviewing an Education, Health and Care Plan (from 18 years)July 22, 2022

13.Universal Procedures (used by all teams)

  1. 13.0.1Equality, Diversity and Human RightsApril 3, 2025
  2. 13.0.2Recording and Keeping RecordsApril 3, 2025
  3. 13.0.3Providing Information about a Person or CarerApril 3, 2025
  4. 13.0.4Financial AssessmentJanuary 2, 2024
  5. 13.0.5Commissioning and Brokerage ProceduresAugust 18, 2023
  6. 13.0.6Direct PaymentsApril 3, 2025
  7. 13.0.7Technology Enabled CareOctober 2, 2024
  8. 13.0.8Risk AssessmentOctober 2, 2024
  9. 13.0.9Lone WorkingOctober 2, 2024
  10. 13.0.10Joint WorkNovember 3, 2021
  11. 13.0.11Co-productionApril 3, 2025
  12. 13.0.12Social Media (use of)January 31, 2024
  13. 13.0.13Storage of Data on Practitioners' Mobile DevicesJanuary 31, 2024
  14. 13.0.14Interpreter and Translation ServicesOctober 2, 2024
  15. 13.0.15Death of a Person or CarerOctober 2, 2024

14.Specialist Procedures

  1. 14.0.1Individual Service FundsAugust 16, 2023
  2. 14.0.2Deputyship and Financial AffairsApril 3, 2025
  3. 14.0.3Debt Respite Scheme (Breathing Spaces) ProcedureOctober 2, 2024
  4. 14.0.4Housing and HomelessnessApril 3, 2025
  5. 14.0.5Minor Works and Low Level EquipmentAugust 18, 2023
  6. 14.0.6Joint Packages of Health and Social CareOctober 2, 2024
  7. 14.0.7NHS Continuing Healthcare ProcedureOctober 2, 2024
  8. 14.0.8NHS-funded Nursing Care Procedure (FNC)November 30, 2023
  9. 14.0.9End of Life Procedures and Practice GuidanceApril 3, 2025
  10. 14.0.10Legal ServicesNovember 22, 2021
  11. 14.0.11Ordinary Residence ProcedureSeptember 12, 2023
  12. 14.0.12Continuity of Care ArrangementsNovember 30, 2023
  13. 14.0.13Cross Border PlacementsOctober 2, 2024
  14. 14.0.14Protecting Moveable PropertyApril 3, 2025
  15. 14.0.15Service Interruptions and Provider FailureJanuary 2, 2024
  16. 14.0.16No Recourse to Public Funds (NRPF)April 3, 2025
  17. 14.0.17Prisons and Approved PremisesApril 3, 2025
  18. 14.0.18Acting as an Appropriate AdultOctober 15, 2023

Last Updated: April 3, 2025

v229