Skip to content
Company Logo

Contents

Quick Links:

1.

2.

3.

4.

5.

6.

7.

8.

9.

10.

11.

12.

13.

14.

15.

16.

17.

18.

19.

20.

21.

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 AdultsDecember 6, 2024

4.Deprivation of Liberty

  1. 4.0.1Deprivation of Liberty Safeguards ProcedureJanuary 3, 2023
  2. 4.0.2Recognising and Responding to Deprivations of LibertyJune 25, 2025

5.Universal Procedures (used by all teams)

  1. 5.0.1Equality, Diversity and Human RightsDecember 6, 2024
  2. 5.0.2Recording and Keeping Records
    Updated
    June 25, 2025
  3. 5.0.3Providing Information about a Person or Carer
    Updated
    June 25, 2025
  4. 5.0.4Financial AssessmentJune 25, 2024
  5. 5.0.5Commissioning and Brokerage ProceduresJanuary 3, 2023
  6. 5.0.6Direct PaymentsDecember 6, 2024
  7. 5.0.7Assistive Technology and Telecare (Technology Enabled Care)
    Updated
    June 25, 2025
  8. 5.0.8Risk AssessmentJune 25, 2024
  9. 5.0.9Lone WorkingJanuary 3, 2023
  10. 5.0.10Joint WorkNovember 3, 2021
  11. 5.0.11Co-production
    Updated
    June 25, 2025
  12. 5.0.12Social Media (use of)June 25, 2024
  13. 5.0.13Storage of Data on Practitioners' Mobile Devices
    Updated
    June 25, 2025
  14. 5.0.14Interpreter and Translation ServicesJune 25, 2024
  15. 5.0.15Death of a Person or CarerDecember 6, 2024

6.Specialist Procedures

  1. 6.0.1Deputyship and Financial AffairsJune 25, 2025
  2. 6.0.2Debt Respite Scheme (Breathing Spaces) ProcedureJune 25, 2025
  3. 6.0.3Housing and Homelessness
    Updated
    June 25, 2025
  4. 6.0.4Joint Packages of Health and Social Care
    Updated
    June 25, 2025
  5. 6.0.5NHS Continuing Healthcare Procedure
    Updated
    Under Review
  6. 6.0.6NHS-funded Nursing Care Procedure (FNC)
    Updated
    June 25, 2025
  7. 6.0.7End of Life Procedures and Practice Guidance
    Updated
    June 25, 2025
  8. 6.0.8Legal ServicesNovember 22, 2021
  9. 6.0.9Ordinary Residence ProcedureJune 25, 2024
  10. 6.0.10Continuity of Care ArrangementsJune 25, 2024
  11. 6.0.11Cross Border PlacementsJune 25, 2024
  12. 6.0.12Protection of Property and Pets
    Updated
    June 25, 2025
  13. 6.0.13Service Interruptions and Provider FailureJune 25, 2024
  14. 6.0.14No Recourse to Public Funds (NRPF)
    Updated
    June 25, 2025
  15. 6.0.15Prisons and Approved PremisesJune 25, 2025
  16. 6.0.16Acting as an Appropriate AdultDecember 6, 2023

7.Adults Access Team

  1. 7.0.1Receiving a Contact (AAT)January 3, 2023
  2. 7.0.2Providing Information and Advice (AAT)June 25, 2024
  3. 7.0.3Safeguarding and Risk (AAT)January 3, 2023
  4. 7.0.4Requests for Assessment, Reassessment or Review (AAT)January 3, 2023

8.Reablement

8.1Using these Procedures - Reablement

  1. 8.1.1Using these Procedures - ReablementJanuary 3, 2023

8.2Contact and Referral

  1. 8.2.1Receiving a Contact or Referral
    Updated
    June 25, 2025
  2. 8.2.2Deciding the Outcome of a Contact or Referral (Reablement)December 6, 2024
  3. 8.2.3Actions and Next Steps
    Updated
    June 25, 2025

8.3Establishing Needs

  1. 8.3.1Introduction, Purpose and Tools (Reablement)June 25, 2024
  2. 8.3.2Preparing to Establish Needs (Reablement)June 25, 2025
  3. 8.3.3The Skilled Conversation (Reablement)June 25, 2025
  4. 8.3.4Agreeing Needs, Making a Formal Record and Next Steps (Reablement)December 6, 2024

8.4Meeting Needs

  1. 8.4.1The Reablement PlanJune 25, 2024
  2. 8.4.2Arranging the Reablement ServiceJune 25, 2024

8.5Monitoring and Reviewing Reablement

  1. 8.5.1Monitoring ReablementJune 25, 2024
  2. 8.5.2Monitoring Actions (Reablement)December 6, 2023
  3. 8.5.3The Reablement ReviewJune 25, 2025
  4. 8.5.4Deciding the Outcome of a Reablement Review and Making a Formal RecordJanuary 3, 2023
  5. 8.5.5Actions Following a Reablement ReviewDecember 6, 2024

9.Handyperson and Adaptations Team (HAT)

  1. 9.0.1HAT Procedure ManualJune 25, 2024
  2. 9.0.2Housing Adaptations Financial Assistance PolicyJune 25, 2024

10.Other Pathways to Independence Services

  1. 10.0.1In-House Provider ServicesJanuary 3, 2023
  2. 10.0.2Activity & Wellbeing ServicesJanuary 3, 2023

11.Occupational Therapy

11.1Contact and Referral

  1. 11.1.1Receiving a Contact or Referral
    Updated
    June 25, 2025
  2. 11.1.2Deciding the Outcome of a Contact or Referral (Occupational Therapy)June 25, 2025
  3. 11.1.3Actions and Next Steps
    Updated
    June 25, 2025

11.2Establishing Needs

  1. 11.2.1Introduction, Legal Requirements and Tools (Occupational Therapy)June 25, 2024
  2. 11.2.2Preparing to Establish Needs (Occupational Therapy)June 25, 2025
  3. 11.2.3The Skilled Conversation (Occupational Therapy)June 25, 2025
  4. 11.2.4Agreeing Needs, Making a Formal Record and Next Steps (Occupational Therapy)June 25, 2024
  5. 11.2.5Establishing Likely Eligibility for a Disabled Facilities GrantJanuary 3, 2023
  6. 11.2.6Understanding and Applying Eligibility Criteria (Occupational Therapy)June 25, 2025
  7. 11.2.7Communicating the Outcome and Next Steps (Occupational Therapy)June 25, 2025

11.3Meeting Needs

  1. 11.3.1Establishing Ordinary Residence (Occupational Therapy)January 3, 2023
  2. 11.3.2Requesting a Financial AssessmentJune 25, 2024
  3. 11.3.3Providing EquipmentJune 25, 2024
  4. 11.3.4Equipment in a Care HomeJune 25, 2024
  5. 11.3.5Providing Direct SupportJune 25, 2024

11.4Monitoring and Review

  1. 11.4.1Monitoring and ReviewJune 25, 2025

12.Hospital Social Work Team

12.1Contact and Referral

  1. 12.1.1Receiving a Contact or Referral
    Updated
    June 25, 2025
  2. 12.1.2Deciding the Outcome of a Contact or Referral (Hospital Social Work Team)December 6, 2024
  3. 12.1.3Actions and Next Steps
    Updated
    June 25, 2025

12.2Discharge to Assess

  1. 12.2.1Discharge to Assess (Home First)June 25, 2024
  2. 12.2.2Monitoring Urgent or Interim Support and ServicesJune 25, 2024

12.3Establishing Needs

  1. 12.3.1Introduction, Legal Requirements and ToolsJune 25, 2024
  2. 12.3.2Preparing to Establish NeedsJune 25, 2025
  3. 12.3.3The Skilled ConversationDecember 6, 2024
  4. 12.3.4Agreeing Needs and Making a Formal RecordJanuary 3, 2023
  5. 12.3.5Understanding and Applying Eligibility CriteriaDecember 6, 2024
  6. 12.3.6Communicating the Outcome and Next StepsDecember 6, 2024

12.4Meeting Needs

  1. 12.4.1Establishing Ordinary ResidenceJanuary 3, 2023
  2. 12.4.2Requesting a Financial AssessmentJune 25, 2024
  3. 12.4.3Care and Support Planning
    Updated
    June 25, 2025
  4. 12.4.4Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetDecember 6, 2024
  5. 12.4.5Arranging Support and ServicesDecember 6, 2024

12.5Reviewing Support and Services

  1. 12.5.1Legal Requirements of a Care and Support Plan Review and ToolsDecember 6, 2024
  2. 12.5.2Preparing to Carry out a Care and Support Plan ReviewJune 25, 2025
  3. 12.5.3The Full Review ConversationDecember 6, 2024
  4. 12.5.4The Light Touch Review ConversationDecember 6, 2024
  5. 12.5.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordJune 25, 2024
  6. 12.5.6Actions Following a Care and Support Plan ReviewJune 25, 2024
  7. 12.5.7Reviewing a Direct Payment

13.Trusted Assessors

13.1Establishing Needs

  1. 13.1.1Introduction, Legal Requirements and ToolsJune 25, 2024
  2. 13.1.2Preparing to Establish NeedsJune 25, 2025
  3. 13.1.3The Skilled ConversationDecember 6, 2024
  4. 13.1.4Agreeing Needs and Making a Formal RecordJanuary 3, 2023

13.2Sourcing a Placement

  1. 13.2.1Commissioning and Brokerage ProceduresJanuary 3, 2023

14.Locality Social Work Teams

14.1Contact and Referral

  1. 14.1.1Receiving a Contact or Referral
    Updated
    June 25, 2025
  2. 14.1.2Deciding the Outcome of a Contact or ReferralDecember 6, 2024
  3. 14.1.3Actions and Next Steps
    Updated
    June 25, 2025

14.2Establishing Needs

  1. 14.2.1Introduction, Legal Requirements and ToolsJune 25, 2024
  2. 14.2.2Preparing to Establish NeedsJune 25, 2025
  3. 14.2.3The Skilled ConversationDecember 6, 2024
  4. 14.2.4Agreeing Needs and Making a Formal RecordJanuary 3, 2023
  5. 14.2.5Understanding and Applying Eligibility CriteriaDecember 6, 2024
  6. 14.2.6Communicating the Outcome and Next StepsDecember 6, 2024

14.3Meeting Needs

  1. 14.3.1Establishing Ordinary ResidenceJanuary 3, 2023
  2. 14.3.2Requesting a Financial AssessmentJune 25, 2024
  3. 14.3.3Care and Support Planning
    Updated
    June 25, 2025
  4. 14.3.4Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetDecember 6, 2024
  5. 14.3.5Arranging Support and ServicesDecember 6, 2024

14.4Reviewing Support and Services

  1. 14.4.1Legal Requirements of a Care and Support Plan Review and ToolsDecember 6, 2024
  2. 14.4.2Preparing to Carry out a Care and Support Plan ReviewJune 25, 2025
  3. 14.4.3The Full Review ConversationDecember 6, 2024
  4. 14.4.4The Light Touch Review ConversationDecember 6, 2024
  5. 14.4.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordJune 25, 2024
  6. 14.4.6Actions Following a Care and Support Plan ReviewJune 25, 2024
  7. 14.4.7Monitoring Urgent or Interim Support and ServicesJune 25, 2024
  8. 14.4.8Reviewing a Direct Payment

15.Adults with Learning Disabilities

15.1Contact and Referral

  1. 15.1.1Receiving a Contact or Referral
    Updated
    June 25, 2025
  2. 15.1.2Deciding the Outcome of a Contact or ReferralDecember 6, 2024
  3. 15.1.3Actions and Next Steps
    Updated
    June 25, 2025

15.2Establishing Needs

  1. 15.2.1Introduction, Legal Requirements and ToolsJune 25, 2024
  2. 15.2.2Preparing to Establish NeedsJune 25, 2025
  3. 15.2.3The Skilled ConversationDecember 6, 2024
  4. 15.2.4Agreeing Needs and Making a Formal RecordJanuary 3, 2023
  5. 15.2.5Understanding and Applying Eligibility CriteriaDecember 6, 2024
  6. 15.2.6Communicating the Outcome and Next StepsDecember 6, 2024

15.3Meeting Needs

  1. 15.3.1Establishing Ordinary ResidenceJanuary 3, 2023
  2. 15.3.2Requesting a Financial AssessmentJune 25, 2024
  3. 15.3.3Care and Support Planning
    Updated
    June 25, 2025
  4. 15.3.4Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetDecember 6, 2024
  5. 15.3.5Arranging Support and ServicesDecember 6, 2024

15.4Reviewing Support and Services

  1. 15.4.1Legal Requirements of a Care and Support Plan Review and ToolsDecember 6, 2024
  2. 15.4.2Preparing to Carry out a Care and Support Plan ReviewJune 25, 2025
  3. 15.4.3The Full Review ConversationDecember 6, 2024
  4. 15.4.4The Light Touch Review ConversationDecember 6, 2024
  5. 15.4.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordJune 25, 2024
  6. 15.4.6Actions Following a Care and Support Plan ReviewJune 25, 2024
  7. 15.4.7Monitoring Urgent or Interim Support and ServicesJune 25, 2024
  8. 15.4.8Reviewing a Direct Payment

16.Adult Mental Health

16.1Contact and Referral

  1. 16.1.1Receiving a Contact or Referral
    Updated
    June 25, 2025
  2. 16.1.2Deciding the Outcome of a Contact or ReferralDecember 6, 2024
  3. 16.1.3Actions and Next Steps
    Updated
    June 25, 2025

16.2Establishing Needs

  1. 16.2.1Introduction, Legal Requirements and ToolsJune 25, 2024
  2. 16.2.2Preparing to Establish NeedsJune 25, 2025
  3. 16.2.3The Skilled ConversationDecember 6, 2024
  4. 16.2.4Agreeing Needs and Making a Formal RecordJanuary 3, 2023
  5. 16.2.5Understanding and Applying Eligibility CriteriaDecember 6, 2024
  6. 16.2.6Communicating the Outcome and Next StepsDecember 6, 2024

16.3Meeting Needs

  1. 16.3.1Establishing Ordinary ResidenceJanuary 3, 2023
  2. 16.3.2Requesting a Financial AssessmentJune 25, 2024
  3. 16.3.3Care and Support Planning
    Updated
    June 25, 2025
  4. 16.3.4Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetDecember 6, 2024
  5. 16.3.5Arranging Support and ServicesDecember 6, 2024

16.4Reviewing Support and Services

  1. 16.4.1Legal Requirements of a Care and Support Plan Review and ToolsDecember 6, 2024
  2. 16.4.2Preparing to Carry out a Care and Support Plan ReviewJune 25, 2025
  3. 16.4.3The Full Review ConversationDecember 6, 2024
  4. 16.4.4The Light Touch Review ConversationDecember 6, 2024
  5. 16.4.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordJune 25, 2024
  6. 16.4.6Actions Following a Care and Support Plan ReviewJune 25, 2024
  7. 16.4.7Monitoring Urgent or Interim Support and ServicesJune 25, 2024
  8. 16.4.8Reviewing a Direct Payment

16.5Functions under the Mental Health Act

  1. 16.5.1Understanding the Mental Health Act 1983June 25, 2025
  2. 16.5.2Community Mental Health FrameworkDecember 6, 2023
  3. 16.5.3Social Circumstances ReportJune 25, 2024
  4. 16.5.4Section 117 AftercareJune 25, 2024

17.Older People's Mental Health

17.1Contact and Referral

  1. 17.1.1Receiving a Contact or Referral
    Updated
    June 25, 2025
  2. 17.1.2Deciding the Outcome of a Contact or ReferralDecember 6, 2024
  3. 17.1.3Actions and Next Steps
    Updated
    June 25, 2025

17.2Establishing Needs

  1. 17.2.1Introduction, Legal Requirements and ToolsJune 25, 2024
  2. 17.2.2Preparing to Establish NeedsJune 25, 2025
  3. 17.2.3The Skilled ConversationDecember 6, 2024
  4. 17.2.4Agreeing Needs and Making a Formal RecordJanuary 3, 2023
  5. 17.2.5Understanding and Applying Eligibility CriteriaDecember 6, 2024
  6. 17.2.6Communicating the Outcome and Next StepsDecember 6, 2024

17.3Meeting Needs

  1. 17.3.1Establishing Ordinary ResidenceJanuary 3, 2023
  2. 17.3.2Requesting a Financial AssessmentJune 25, 2024
  3. 17.3.3Care and Support Planning
    Updated
    June 25, 2025
  4. 17.3.4Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetDecember 6, 2024
  5. 17.3.5Arranging Support and ServicesDecember 6, 2024

17.4Reviewing Support and Services

  1. 17.4.1Legal Requirements of a Care and Support Plan Review and ToolsDecember 6, 2024
  2. 17.4.2Preparing to Carry out a Care and Support Plan ReviewJune 25, 2025
  3. 17.4.3The Full Review ConversationDecember 6, 2024
  4. 17.4.4The Light Touch Review ConversationDecember 6, 2024
  5. 17.4.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordJune 25, 2024
  6. 17.4.6Actions Following a Care and Support Plan ReviewJune 25, 2024
  7. 17.4.7Monitoring Urgent or Interim Support and ServicesJune 25, 2024
  8. 17.4.8Reviewing a Direct Payment

17.5Functions under the Mental Health Act

  1. 17.5.1Social Circumstances ReportJune 25, 2024
  2. 17.5.2Section 117 AftercareJune 25, 2024

18.AMHP Procedure

  1. 18.0.1AMHP ProcedureJanuary 3, 2023

19.Transition to Adult Care and Support

19.1Deciding Whether to Start Transition

  1. 19.1.1Deciding Whether to Start TransitionDecember 6, 2023
  2. 19.1.2Deciding Whether to Start Carers TransitionJanuary 3, 2023
  3. 19.1.3Recording the Decision and Next StepsJanuary 3, 2023

19.2Child's Needs Assessment

  1. 19.2.1Introduction, Legal Requirements and Tools (Child's Needs Assessment)June 25, 2024
  2. 19.2.2Preparing to Establish Needs (Child's Needs Assessment)June 25, 2024
  3. 19.2.3The Skilled Conversation (Child's Needs Assessment)December 6, 2024
  4. 19.2.4Agreeing Needs, Making a Formal Record and Next Steps (Child's Needs Assessment)December 6, 2023

19.3Carer's Transition Assessments

  1. 19.3.1Introduction, Legal Requirements and Tools (Carer's Transition)June 25, 2024
  2. 19.3.2Preparing to Establish the Needs of Parent CarersJune 25, 2024
  3. 19.3.3Preparing to Establish the Needs of Young CarersJune 25, 2024
  4. 19.3.4The Skilled Conversation (Parent Carers)September 27, 2021
  5. 19.3.5The Skilled Conversation (Young Carers)December 6, 2024
  6. 19.3.6Agreeing Needs, Making a Formal Record and Next Steps (Carer's Transition)June 25, 2024

19.4Transition Planning and Review

  1. 19.4.1The Transition PlanJune 25, 2024
  2. 19.4.2Reviewing a Transition PlanJune 25, 2024
  3. 19.4.3Reviewing an Education, Health and Care Plan (from 18 years)January 3, 2023

20.Carers Procedures

20.1Contact and Referral

  1. 20.1.1Receiving a Contact or Referral
    Updated
    June 25, 2025
  2. 20.1.2Deciding the Outcome of a Contact or Referral (Carers)December 6, 2024
  3. 20.1.3Actions and Next Steps (Carers)
    Updated
    June 25, 2025

20.2Establishing Needs

  1. 20.2.1Introduction, Legal Requirements and Tools (Carers)June 25, 2024
  2. 20.2.2Preparing to Establish Needs (Carers)June 25, 2024
  3. 20.2.3The Skilled Conversation (Carers)December 6, 2024
  4. 20.2.4Agreeing Needs and Making a Formal Record (Carers)January 3, 2023
  5. 20.2.5Understanding and Applying Eligibility Criteria (Carers)June 25, 2024
  6. 20.2.6Communicating the Outcome and Next Steps (Carers)December 6, 2023

20.3Meeting Needs

  1. 20.3.1Establishing Ordinary ResidenceJanuary 3, 2023
  2. 20.3.2Support PlanningDecember 6, 2024
  3. 20.3.3Signing off a Support Plan and Agreeing a Final Personal BudgetDecember 6, 2024
  4. 20.3.4Arranging Support and ServicesDecember 6, 2024

20.4Reviewing Support and Services

  1. 20.4.1Legal Requirements of a Support Plan Review and ToolsDecember 6, 2024
  2. 20.4.2Preparing to Carry out a Support Plan ReviewJune 25, 2024
  3. 20.4.3The Full Review Conversation (Carers)December 6, 2024
  4. 20.4.4The Light Touch Review Conversation (Carers)December 6, 2024
  5. 20.4.5Deciding the Outcome of a Support Plan Review and Making a Formal RecordJanuary 3, 2023
  6. 20.4.6Actions Following a Support Plan ReviewJune 25, 2024
  7. 20.4.7Monitoring Urgent or Interim Support and ServicesJune 25, 2024
  8. 20.4.8Reviewing a Direct Payment

21.Commissioning, Finance and Support Services

  1. 21.0.1Commissioning, Finance and Support ServicesJanuary 3, 2023

Last Updated: June 25, 2025

v228