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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.Safeguarding Adults

4.Deprivation of Liberty

5.Universal Procedures (used by all teams)

6.Specialist Procedures

7.Access Harrow

8.Reablement

9.Occupational Therapy

10.Hospital Discharge

11.Integrated Neighbourhood Teams

12.Community Learning Disability Teams

13.Review Team

14.Mental Health Team

15.AMHP Procedure

16.Transition to Adult Care and Support

17.Carers 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.Safeguarding Adults

  1. 3.0.1Safeguarding AdultsMarch 13, 2025

4.Deprivation of Liberty

  1. 4.0.1Deprivation of Liberty Safeguards ProcedureMarch 13, 2025
  2. 4.0.2Recognising and Responding to Deprivations of LibertyJanuary 7, 2025

5.Universal Procedures (used by all teams)

  1. 5.0.1Equality, Diversity and Human RightsNovember 30, 2023
  2. 5.0.2Recording and Keeping RecordsNovember 26, 2024
  3. 5.0.3Providing Information about a Person or CarerNovember 27, 2024
  4. 5.0.4Financial AssessmentMarch 13, 2025
  5. 5.0.5Direct PaymentsOctober 25, 2024
  6. 5.0.6Assisted Technology and CarelineMarch 13, 2025
  7. 5.0.7Risk AssessmentMarch 13, 2025
  8. 5.0.8Lone WorkingMarch 13, 2025
  9. 5.0.9Joint WorkNovember 3, 2021
  10. 5.0.10Co-productionOctober 25, 2024
  11. 5.0.11Social Media (use of)January 31, 2024
  12. 5.0.12Storage of Data on Practitioners' Mobile DevicesJanuary 31, 2024
  13. 5.0.13Interpreter and Translation ServicesMarch 13, 2025
  14. 5.0.14Death of a Person or CarerMarch 13, 2025

6.Specialist Procedures

  1. 6.0.1Individual Service FundsAugust 16, 2023
  2. 6.0.2Appointeeship and DeputyshipMarch 13, 2025
  3. 6.0.3Debt Respite Scheme (Breathing Spaces) ProcedureMarch 13, 2025
  4. 6.0.4Housing and HomelessnessMarch 13, 2025
  5. 6.0.5CareCubed ProcedureMarch 13, 2025
  6. 6.0.6Joint Packages of Health and Social CareNovember 30, 2023
  7. 6.0.7NHS Continuing Healthcare ProcedureNovember 30, 2023
  8. 6.0.8NHS-funded Nursing Care Procedure (FNC)November 30, 2023
  9. 6.0.9End of Life Procedures and Practice GuidanceNovember 27, 2024
  10. 6.0.10Legal ServicesNovember 22, 2021
  11. 6.0.11Ordinary Residence ProcedureSeptember 12, 2023
  12. 6.0.12Continuity of Care ArrangementsNovember 30, 2023
  13. 6.0.13Cross Border PlacementsMarch 13, 2025
  14. 6.0.14Protecting Moveable PropertyNovember 27, 2024
  15. 6.0.15Service Interruptions and Provider FailureJanuary 2, 2024
  16. 6.0.16No Recourse to Public Funds (NRPF)November 30, 2023
  17. 6.0.17Prisons and Approved PremisesMarch 13, 2025
  18. 6.0.18Acting as an Appropriate AdultOctober 15, 2023

7.Access Harrow

  1. 7.0.1Receiving a Contact or ReferralMarch 13, 2025
  2. 7.0.2Deciding the Outcome of a Contact or Referral (Access Harrow)March 13, 2025
  3. 7.0.3Actions and Next StepsMarch 13, 2025
  4. 7.0.4Monitoring Urgent or Interim Support and ServicesMarch 13, 2025

8.Reablement

8.1Contact and Referral

  1. 8.1.1Receiving a Contact or ReferralMarch 13, 2025
  2. 8.1.2Deciding the Outcome of a Contact or Referral (Reablement)July 31, 2024
  3. 8.1.3Actions and Next StepsMarch 13, 2025

8.2Establishing Needs

  1. 8.2.1Introduction, Purpose and Tools (Reablement)March 26, 2024
  2. 8.2.2Preparing to Establish Needs (Reablement)November 27, 2024
  3. 8.2.3The Skilled Conversation (Reablement)March 13, 2025
  4. 8.2.4Agreeing Needs, Making a Formal Record and Next Steps (Reablement)April 18, 2024

8.3Meeting Needs

  1. 8.3.1The Reablement PlanFebruary 4, 2025
  2. 8.3.2Arranging the Reablement ServiceMarch 26, 2024

8.4Monitoring and Reviewing Reablement

  1. 8.4.1Monitoring ReablementNovember 13, 2023
  2. 8.4.2Monitoring Actions (Reablement)September 4, 2023
  3. 8.4.3The Reablement ReviewMarch 13, 2025
  4. 8.4.4Deciding the Outcome of a Reablement Review and Making a Formal RecordOctober 8, 2021
  5. 8.4.5Actions Following a Reablement ReviewApril 18, 2024

9.Occupational Therapy

9.1Contact and Referral

  1. 9.1.1Receiving a Contact or ReferralMarch 13, 2025
  2. 9.1.2Deciding the Outcome of a Contact or Referral (Occupational Therapy)July 31, 2024
  3. 9.1.3Actions and Next StepsMarch 13, 2025

9.2Establishing Needs

  1. 9.2.1Introduction, Legal Requirements and Tools (Occupational Therapy)March 26, 2024
  2. 9.2.2Preparing to Establish Needs (Occupational Therapy)November 27, 2024
  3. 9.2.3The Skilled Conversation (Occupational Therapy)March 13, 2025
  4. 9.2.4Agreeing Needs, Making a Formal Record and Next Steps (Occupational Therapy)November 26, 2024
  5. 9.2.5Establishing Likely Eligibility for a Disabled Facilities GrantApril 24, 2023
  6. 9.2.6Understanding and Applying Eligibility Criteria (Occupational Therapy)November 27, 2024
  7. 9.2.7Communicating the Outcome and Next Steps (Occupational Therapy)November 27, 2024

9.3Meeting Needs

  1. 9.3.1Establishing Ordinary Residence (Occupational Therapy)October 25, 2024
  2. 9.3.2Requesting a Financial AssessmentMarch 13, 2025
  3. 9.3.3Applying for a Disabled Facilities GrantOctober 15, 2023
  4. 9.3.4The Outcome of the Disabled Facilities Grant Application and Next StepsNovember 3, 2021
  5. 9.3.5Providing EquipmentMarch 13, 2025
  6. 9.3.6Equipment in a Care HomeMarch 13, 2025
  7. 9.3.7Providing Direct SupportMarch 13, 2025

9.4Monitoring and Review

  1. 9.4.1Monitoring and ReviewNovember 27, 2024

10.Hospital Discharge

10.1Contact and Referral

  1. 10.1.1Receiving a Contact or ReferralMarch 13, 2025
  2. 10.1.2Deciding the Outcome of a Contact or Referral (Hospital Discharge)July 31, 2024
  3. 10.1.3Actions and Next StepsMarch 13, 2025

10.2Discharge to Assess (Home First)

  1. 10.2.1Discharge to Assess (Home First)November 30, 2023
  2. 10.2.2Monitoring Urgent or Interim Support and ServicesMarch 13, 2025

10.3Establishing Needs

  1. 10.3.1Introduction, Legal Requirements and ToolsMarch 13, 2025
  2. 10.3.2Preparing to Establish NeedsMarch 13, 2025
  3. 10.3.3The Skilled ConversationMarch 13, 2025
  4. 10.3.4Agreeing Needs and Making a Formal RecordMarch 13, 2025
  5. 10.3.5Understanding and Applying Eligibility CriteriaMarch 13, 2025
  6. 10.3.6Communicating the Outcome and Next StepsMarch 13, 2025

10.4Meeting Needs

  1. 10.4.1Establishing Ordinary ResidenceMarch 13, 2025
  2. 10.4.2Requesting a Financial AssessmentMarch 13, 2025
  3. 10.4.3Setting an Indicative BudgetMarch 13, 2025
  4. 10.4.4Care and Support PlanningMarch 13, 2025
  5. 10.4.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetMarch 13, 2025
  6. 10.4.6Arranging Support and ServicesMarch 13, 2025

10.5Reviewing Support and Services

  1. 10.5.1Legal Requirements of a Care and Support Plan Review and ToolsMarch 13, 2025
  2. 10.5.2Preparing to Carry out a Care and Support Plan ReviewMarch 13, 2025
  3. 10.5.3The Full Review ConversationMarch 13, 2025
  4. 10.5.4The Light Touch Review ConversationMarch 13, 2025
  5. 10.5.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordMarch 13, 2025
  6. 10.5.6Actions Following a Care and Support Plan ReviewMarch 13, 2025
  7. 10.5.7Reviewing a Direct Payment

11.Integrated Neighbourhood Teams

11.1Contact and Referral

  1. 11.1.1Receiving a Contact or ReferralMarch 13, 2025
  2. 11.1.2Deciding the Outcome of a Contact or ReferralMarch 13, 2025
  3. 11.1.3Actions and Next StepsMarch 13, 2025

11.2Establishing Needs

  1. 11.2.1Introduction, Legal Requirements and ToolsMarch 13, 2025
  2. 11.2.2Preparing to Establish NeedsMarch 13, 2025
  3. 11.2.3The Skilled ConversationMarch 13, 2025
  4. 11.2.4Agreeing Needs and Making a Formal RecordMarch 13, 2025
  5. 11.2.5Understanding and Applying Eligibility CriteriaMarch 13, 2025
  6. 11.2.6Communicating the Outcome and Next StepsMarch 13, 2025

11.3Meeting Needs

  1. 11.3.1Establishing Ordinary ResidenceMarch 13, 2025
  2. 11.3.2Requesting a Financial AssessmentMarch 13, 2025
  3. 11.3.3Setting an Indicative BudgetMarch 13, 2025
  4. 11.3.4Care and Support PlanningMarch 13, 2025
  5. 11.3.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetMarch 13, 2025
  6. 11.3.6Arranging Support and ServicesMarch 13, 2025

11.4Reviewing Support and Services

  1. 11.4.1Legal Requirements of a Care and Support Plan Review and ToolsMarch 13, 2025
  2. 11.4.2Preparing to Carry out a Care and Support Plan ReviewMarch 13, 2025
  3. 11.4.3The Full Review ConversationMarch 13, 2025
  4. 11.4.4The Light Touch Review ConversationMarch 13, 2025
  5. 11.4.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordMarch 13, 2025
  6. 11.4.6Actions Following a Care and Support Plan ReviewMarch 13, 2025
  7. 11.4.7Monitoring Urgent or Interim Support and ServicesMarch 13, 2025
  8. 11.4.8Reviewing a Direct Payment

12.Community Learning Disability Teams

12.1Contact and Referral

  1. 12.1.1Receiving a Contact or ReferralMarch 13, 2025
  2. 12.1.2Deciding the Outcome of a Contact or ReferralMarch 13, 2025
  3. 12.1.3Actions and Next StepsMarch 13, 2025

12.2Establishing Needs

  1. 12.2.1Introduction, Legal Requirements and ToolsMarch 13, 2025
  2. 12.2.2Preparing to Establish NeedsMarch 13, 2025
  3. 12.2.3The Skilled ConversationMarch 13, 2025
  4. 12.2.4Agreeing Needs and Making a Formal RecordMarch 13, 2025
  5. 12.2.5Understanding and Applying Eligibility CriteriaMarch 13, 2025
  6. 12.2.6Communicating the Outcome and Next StepsMarch 13, 2025

12.3Meeting Needs

  1. 12.3.1Establishing Ordinary ResidenceMarch 13, 2025
  2. 12.3.2Requesting a Financial AssessmentMarch 13, 2025
  3. 12.3.3Setting an Indicative BudgetMarch 13, 2025
  4. 12.3.4Care and Support PlanningMarch 13, 2025
  5. 12.3.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetMarch 13, 2025
  6. 12.3.6Arranging Support and ServicesMarch 13, 2025

12.4Reviewing Support and Services

  1. 12.4.1Legal Requirements of a Care and Support Plan Review and ToolsMarch 13, 2025
  2. 12.4.2Preparing to Carry out a Care and Support Plan ReviewMarch 13, 2025
  3. 12.4.3The Full Review ConversationMarch 13, 2025
  4. 12.4.4The Light Touch Review ConversationMarch 13, 2025
  5. 12.4.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordMarch 13, 2025
  6. 12.4.6Actions Following a Care and Support Plan ReviewMarch 13, 2025
  7. 12.4.7Monitoring Urgent or Interim Support and ServicesMarch 13, 2025
  8. 12.4.8Reviewing a Direct Payment

13.Review Team

13.1Contact and Review Requests

  1. 13.1.1Receiving a Contact or Review RequestApril 12, 2022
  2. 13.1.2Deciding the Outcome of a Contact or Review RequestJuly 31, 2024
  3. 13.1.3Actions and Next StepsMarch 13, 2025

13.2Reviewing Support and Services

  1. 13.2.1Legal Requirements of a Care and Support Plan Review and ToolsMarch 13, 2025
  2. 13.2.2Preparing to Carry out a Care and Support Plan ReviewMarch 13, 2025
  3. 13.2.3The Full Review ConversationMarch 13, 2025
  4. 13.2.4The Light Touch Review ConversationMarch 13, 2025
  5. 13.2.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordMarch 13, 2025
  6. 13.2.6Actions Following a Care and Support Plan ReviewMarch 13, 2025
  7. 13.2.7Monitoring Urgent or Interim Support and ServicesMarch 13, 2025
  8. 13.2.8Reviewing a Direct Payment

13.3Establishing Needs

  1. 13.3.1Introduction, Legal Requirements and ToolsMarch 13, 2025
  2. 13.3.2Preparing to Establish NeedsMarch 13, 2025
  3. 13.3.3The Skilled ConversationMarch 13, 2025
  4. 13.3.4Agreeing Needs and Making a Formal RecordMarch 13, 2025
  5. 13.3.5Understanding and Applying Eligibility CriteriaMarch 13, 2025
  6. 13.3.6Communicating the Outcome and Next StepsMarch 13, 2025

13.4Meeting Needs

  1. 13.4.1Requesting a Financial AssessmentMarch 13, 2025
  2. 13.4.2Setting an Indicative BudgetMarch 13, 2025
  3. 13.4.3Care and Support PlanningMarch 13, 2025
  4. 13.4.4Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetMarch 13, 2025
  5. 13.4.5Arranging Support and ServicesMarch 13, 2025

14.Mental Health Team

14.1Contact and Referral

  1. 14.1.1How to Access Mental Health TeamMarch 13, 2025
  2. 14.1.2Receiving a Contact or ReferralMarch 13, 2025
  3. 14.1.3Contact and Referral Adult Care and Support ProceduresMarch 13, 2025

14.2Establishing Needs

  1. 14.2.1Introduction, Legal Requirements and ToolsMarch 13, 2025
  2. 14.2.2Preparing to Establish NeedsMarch 13, 2025
  3. 14.2.3The Skilled ConversationMarch 13, 2025
  4. 14.2.4Agreeing Needs and Making a Formal RecordMarch 13, 2025
  5. 14.2.5Understanding and Applying Eligibility CriteriaMarch 13, 2025
  6. 14.2.6Communicating the Outcome and Next StepsMarch 13, 2025

14.3Meeting Needs

  1. 14.3.1Establishing Ordinary ResidenceMarch 13, 2025
  2. 14.3.2Requesting a Financial AssessmentMarch 13, 2025
  3. 14.3.3Setting an Indicative BudgetMarch 13, 2025
  4. 14.3.4Care and Support PlanningMarch 13, 2025
  5. 14.3.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetMarch 13, 2025
  6. 14.3.6Arranging Support and ServicesMarch 13, 2025

14.4Reviewing Support and Services

  1. 14.4.1Legal Requirements of a Care and Support Plan Review and ToolsMarch 13, 2025
  2. 14.4.2Preparing to Carry out a Care and Support Plan ReviewMarch 13, 2025
  3. 14.4.3The Full Review ConversationMarch 13, 2025
  4. 14.4.4The Light Touch Review ConversationMarch 13, 2025
  5. 14.4.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordMarch 13, 2025
  6. 14.4.6Actions Following a Care and Support Plan ReviewMarch 13, 2025
  7. 14.4.7Monitoring Urgent or Interim Support and ServicesMarch 13, 2025
  8. 14.4.8Reviewing a Direct Payment

14.5Functions under the Mental Health Act

  1. 14.5.1Understanding the Mental Health Act 1983November 27, 2024
  2. 14.5.2Social Circumstances ReportMarch 26, 2024
  3. 14.5.3Section 117 AftercareNovember 25, 2022
  4. 14.5.4Community Mental Health FrameworkAugust 16, 2023

15.AMHP Procedure

  1. 15.0.1AMHP ProcedureAugust 29, 2024

16.Transition to Adult Care and Support

16.1Deciding Whether to Start Transition

  1. 16.1.1Deciding Whether to Start TransitionApril 24, 2023
  2. 16.1.2Deciding Whether to Start Carers TransitionNovember 3, 2021
  3. 16.1.3Recording the Decision and Next StepsNovember 3, 2021

16.2Child's Needs Assessment

  1. 16.2.1Introduction, Legal Requirements and Tools (Child's Needs Assessment)March 26, 2024
  2. 16.2.2Preparing to Establish Needs (Child's Needs Assessment)March 13, 2025
  3. 16.2.3The Skilled Conversation (Child's Needs Assessment)July 31, 2024
  4. 16.2.4Agreeing Needs, Making a Formal Record and Next Steps (Child's Needs Assessment)July 21, 2023

16.3Carer's Transition Assessments

  1. 16.3.1Introduction, Legal Requirements and Tools (Carer's Transition)March 26, 2024
  2. 16.3.2Preparing to Establish the Needs of Parent CarersJanuary 31, 2024
  3. 16.3.3Preparing to Establish the Needs of Young CarersJanuary 31, 2024
  4. 16.3.4The Skilled Conversation (Parent Carers)January 31, 2024
  5. 16.3.5The Skilled Conversation (Young Carers)March 13, 2025
  6. 16.3.6Agreeing Needs, Making a Formal Record and Next Steps (Carer's Transition)November 26, 2024

16.4Transition Planning and Review

  1. 16.4.1Setting an Indicative Budget (Transition to Adult Care and Support)November 9, 2021
  2. 16.4.2The Transition PlanNovember 13, 2023
  3. 16.4.3Reviewing a Transition PlanJanuary 31, 2024
  4. 16.4.4Reviewing an Education, Health and Care Plan (from 18 years)July 22, 2022

17.Carers Procedures

17.1Contact and Referral

  1. 17.1.1Receiving a Contact or ReferralMarch 13, 2025
  2. 17.1.2Deciding the Outcome of a Contact or Referral (Carers)July 31, 2024
  3. 17.1.3Actions and Next Steps (Carers)March 13, 2025

17.2Establishing Needs

  1. 17.2.1Introduction, Legal Requirements and Tools (Carers)March 26, 2024
  2. 17.2.2Preparing to Establish Needs (Carers)January 31, 2024
  3. 17.2.3The Skilled Conversation (Carers)March 13, 2025
  4. 17.2.4Agreeing Needs and Making a Formal Record (Carers)April 12, 2022
  5. 17.2.5Understanding and Applying Eligibility Criteria (Carers)February 4, 2025
  6. 17.2.6Communicating the Outcome and Next Steps (Carers)August 16, 2023

17.3Meeting Needs

  1. 17.3.1Establishing Ordinary ResidenceMarch 13, 2025
  2. 17.3.2Requesting a Financial AssessmentMarch 13, 2025
  3. 17.3.3Setting an Indicative BudgetMarch 13, 2025
  4. 17.3.4Support PlanningNovember 26, 2024
  5. 17.3.5Signing off a Support Plan and Agreeing a Final Personal BudgetNovember 26, 2024
  6. 17.3.6Arranging Support and ServicesMarch 13, 2025

17.4Reviewing Support and Services

  1. 17.4.1Legal Requirements of a Support Plan Review and ToolsApril 18, 2024
  2. 17.4.2Preparing to Carry out a Support Plan ReviewJanuary 31, 2024
  3. 17.4.3The Full Review Conversation (Carers)November 26, 2024
  4. 17.4.4The Light Touch Review Conversation (Carers)July 31, 2024
  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 ReviewMarch 13, 2025
  7. 17.4.7Monitoring Urgent or Interim Support and ServicesMarch 13, 2025
  8. 17.4.8Reviewing a Direct Payment

Last Updated: March 31, 2025

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