Skip to content
Company Logo

Amendments

2024

November 2024

Death of a Person or Carer

In November 2024, information was added to Section 2, Notifying Others about notifications that may need to be made when a person/carer dies, including the requirement that local authorities should notify Ofsted of the death of any care leaver under the age of 25, where it is aware of their care leaver status.

Recording and Keeping Records

In November 2024, Section 3, Principles of Good Recording was updated to include links to resources that support anti-discriminatory recording.

Financial Assessment

In November 2024, 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.

Equality, Diversity and Human Rights

In November 2024, the link to SCIE: Equality Act 2010 - overview for social care was removed in Section 6, Further Information and Guidance, as the page is no longer available.

Recognising and Responding to Deprivations of Liberty

In November 2024, this chapter was updated following a full tri.x legal review.

Deprivation of Liberty Safeguards Procedure

In November 2024, Section 4, Understanding the Deprivation of Liberty Safeguards was updated to provide additional clarity about continuous supervision, free to leave and state imputability. In Section 5, a 'need to know' box was added with information about responding to requests from an eligible person. In addition, the link to the ADASS Priority Tool for Deprivation of Liberty Requests was updated in Section 5, Receiving a Standard Authorisation Request.

Providing Information about a Person or Carer

In November 2024, Section 1, Maintaining Confidentiality about a Person or Carer was amended to clarify that the Data Protection Act 2018 and UK GDPR do not prevent the sharing of information for safeguarding purposes. 

Direct Payments

In November 2024, 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.

Setting an Indicative Budget

In November 2024, this chapter was amended to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource section, Meeting Needs. 

Understanding and Applying Eligibility Criteria

In November 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.

Deputyship and Financial Affairs

In November 2024, information about fixed costs and Deputy renumeration was updated in Section 5, Exploring all Available Options. 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. In addition, information about Sibstar was added to Section 2, Identifying Support Needs.

The Skilled Conversation (Carers)

In November 2024, Section 8, Good Information and Advice and Prevention was updated to include information about carers leave.

Understanding and Applying Eligibility Criteria (Occupational Therapy)

In November 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.

Debt Respite Scheme (Breathing Spaces) Procedure

In November 2024, amendments were made to Section 5, Applying for a Mental Health Crisis Breathing Space. This was to reflect the changes to the definition of mental health crisis treatment that were made following the case Kaye v Lees [2023] EWCH 152. 

Joint Packages of Health and Social Care

In November 2024, an amendment was made to Section 3, Local Joint Package of Care Arrangements to clarify that the Care and Support Statutory Guidance requires the Local Authority and ICB to agree a local dispute resolution process to resolve any disputes regarding the apportionment of funding in joint funded care and support packages. 

The Light Touch Review Conversation

In November 2024, this chapter was amended to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource section, Meeting Needs.

Support Planning

In November 2024, this chapter was amended to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource Section, Meeting Needs.

Care and Support Planning

In November 2024, this chapter was amended to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource section, Meeting Needs.

The Light Touch Review Conversation (Carers)

In November 2024, this chapter was amended to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource Section, Meeting Needs.

AMHP Procedure

In November 2024, Section 5, How to Contact the Service, was updated to clarify that a request for a Mental Health Act assessment should be made at the earliest possible opportunity.

Arranging Support and Services

In November 2024, Section 8, Out of Area Services was updated to clarify that Extra Care Housing is classified as specified accommodation.

Legal Requirements of a Support Plan Review and Tools

In November 2024, this chapter was amended to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource Section, Meeting Needs.

Signing Off a Care and Support Plan and Agreeing a Final Personal Budget

In November 2024, this chapter was amended to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource section, Meeting Needs.

End of Life Procedures and Practice Guidance

In November 2024, the SCIE End of Life Hub was removed from Section 7, Good Practice Guidance for End of Life as it is no longer available. It was replaced with BASW guidance: The role of social workers in palliative, end of life and bereavement care. 

NHS Continuing Healthcare Procedure

In November 2024, amendments were made to Section 2, An Introduction to NHS Continuing Healthcare Funding and Section 5, Providing Information and Advice about NHS Continuing Healthcare. This included adding information about PUPoC (Previously unassessed periods of care).

Signing off a Support Plan and Agreeing a Final Personal Budget

In November 2024, this chapter was amended to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource Section, Meeting Needs.

Understanding the Mental Health Act 1983

In November 2024, text improvements were made to this chapter. This included adding information about the Right Care Right Person guidance used by the police and the interface between the Mental Health Act and the Mental Capacity Act 2005.

Legal Requirements of a Care and Support Plan Review and Tools

In November 2024, this chapter was amended to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource section, Meeting Needs.

May 2024

Deputyship and Financial Affairs

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

NHS-funded Nursing Care Procedure (FNC)

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

CareCubed Procedure

In May 2024, this chapter was reviewed. As part of this review, the telephone number for iESE was removed as it is no longer valid.

Social Media (use of)

In May 2024, twitter was changed to X (formerly twitter).

Recognising and Responding to Deprivations of Liberty

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

NHS Continuing Healthcare Procedure

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

Joint Packages of Health and Social Care

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

Preparing to Carry out a Care and Support Plan Review

In May 2024, relevant text amendments were made to Section 5, Arranging the Review and Preparing the Person. These amendments were 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 May 2024, minor text amendments were made to Section 3, Applying the Eligibility Criteria. These amendments were made to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource chapter 'The National Eligibility Criteria'.

Discharge to Assess (Home First)

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

No Recourse to Public Funds (NRPF)

In May 2024, the Home Office Status, Verification, Enquiries and Checking service e-mail was updated. A link to the government guidance 'Asylum support' was added into Section 7, Providing Information and Advice.

Preparing to Establish Needs (Child's Needs Assessment)

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

Prisons and Approved Premises

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

The Reablement Review

In May 2024, relevant text amendments were made to Section 7, Preparing for the Review. These amendments were made to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource chapter 'Carrying Out an Assessment'.

Continuity of Care Arrangements

In May 2024, relevant text amendments were made to Section 1, An Introduction to Continuity of Care Arrangements. These amendments 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'.

Understanding and Applying Eligibility Criteria (Carers)

In May 2024, relevant text amendments were made to Section 3, Applying the Eligibility Criteria. These amendments were made to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource chapter 'The National Eligibility Criteria'.

Social Circumstances Report

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

Preparing to Establish the Needs of Young Carers

In May 2024, relevant text amendments were made to Section 5, Arranging the Assessment and Preparing the Young Carer. These amendments were 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 Establish Needs (Reablement)

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

Section 117 Aftercare

In May 2024, a scope box was added to the top of this chapter, alerting and signposting practitioners to the statutory guidance issued in January 2024: Discharge from mental health inpatient settings. The chapter also had a full legal review and additional information was added into 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 Needs

In May 2024, text amendments were made to Section 5, Arranging the Assessment and Preparing the Person. These amendments were 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 Establish the Needs of Parent Carers

In May 2024, relevant text amendments were made to Section 5, Arranging the Assessment and Preparing the Parent Carer. These amendments were 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 May 2024, text amendments were made to reflect changes made to the Financial Assessment Procedure.

Equality, Diversity and Human Rights

This new chapter was added into the 'Universal Procedures' Section.

Preparing to Establish Needs (Occupational Therapy)

In May 2024, relevant text amendments were made to Section 4, Arranging the Assessment and Preparing the Person. These amendments were 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 (Carers)

In May 2024, relevant text amendments were made to Section 3, The Purpose of any Assessment. These amendments were 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 (Occupational Therapy)

In May 2024, relevant text amendments were made to Section 3, Applying the Eligibility Criteria. These amendments were 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 (Occupational Therapy)

In May 2024, relevant text amendments were made to Section 3, The Purpose of any Assessment. These amendments were 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 Needs (Carers)

In May 2024, relevant text amendments were made to Section 5, Arranging the Assessment and Preparing the Carer. These amendments were 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

Section 9, Out of Area Services was updated in May 2024 to reflect amendments made previously to Ordinary Residence chapters following a legal review.

Receiving a Contact or Referral

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

Introduction, Legal Requirements and Tools

In May 2024, relevant text amendments were made to Section 3, The Purpose of any Assessment. These amendments were made to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource chapter 'The Purpose of Assessment'.

Acting as an Appropriate Adult

This new chapter was added into the Specialist Procedures section.

Service Interruptions and Provider Failure

In May 2024, relevant text amendments were made to Section 3, Failure of a Regulated Provider. These amendments were 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'.

Deprivation of Liberty Safeguards Procedure

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

2023

November 2023

Debt Respite Scheme (Breathing Spaces) Procedure

In November 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.

Providing Information about a Person or Carer

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

The Transition Plan

In November 2023, 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.

No Recourse to Public Funds (NRPF)

In November 2023, this chapter was refreshed throughout and amended to reflect changes to the immigration status requirements for people from EEA countries. The guidance 'Supporting Migrants Lacking Mental Capacity in Relation to Immigration Matters' was added into Section 1, Using this Procedure.  

Joint Packages of Health and Social Care

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

Deputyship and Financial Affairs

NHS Continuing Healthcare Procedure

NHS-funded Nursing Care Procedure (FNC)

Monitoring Actions (Reablement)

Section 8, Reporting Concerns about a Service Provider was revised in November 2023 to better reflect the remit of the reablement team.

Recognising and Responding to Deprivations of Liberty

In November 2023, this chapter was fully reviewed and refreshed. This included adding clarity around 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.

End of Life Procedures and Practice Guidance

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

Ordinary Residence Procedure

Section 5, Meeting the Urgent Needs of a Person who is not Ordinarily Resident was reviewed and refreshed in November 2023. A link to the Section 117 Aftercare Procedure was also added into Section 4, Decisions about Ordinary Residence in Specific Circumstances.

Actions and Next Steps (Carers)

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

Understanding the Mental Health Act 1983

In November 2023, this new chapter was added into the 'Mental Health Social Work' section.

Community Mental Health Framework

Deprivation of Liberty Safeguards Procedure

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

Deciding the Outcome of a Contact or Referral (Reablement)

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

Deciding the Outcome of a Contact or Referral (Carers)

Deciding the Outcome of a Contact or Referral

Deciding the Outcome of a Contact or Referral (Occupational Therapy)

Deciding the Outcome of a Contact or Referral (Integrated Hospital Team)

Deciding the Outcome of a Contact or Referral (Access Team)

Section 117 Aftercare

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

Actions and Next Steps (Access Team)

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

Providing Information and Advice or Sharing Information (EDT)

Actions and Next Steps

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

Actions and Next Steps (Integrated Hospital Team)

Actions and Next Steps (Reablement)

Actions and Next Steps (Occupational Therapy)

Contact and Referral Adult Care and Support Procedures

May 2023

Providing Information and Advice or Sharing Information (EDT)

In May 2023, information from this procedure relating to providing information about a person/carer was used to create a new standalone chapter in the Universal Procedures section.

Contact and Referral Adult Care and Support Procedures

In May 2023, information from this procedure relating to providing information about a person/carer was used to create a new standalone chapter in the Universal Procedures section.

Recording and Keeping Records

In May 2023, a link to this new procedure was added into Universal Procedures.

Joint Packages of Health and Social Care

In May 2023, a link to the new Section 117 Aftercare Procedure was added into Section 1, Section 117.

Actions and Next Steps (Access Team)

In May 2023, information from this procedure relating to providing information about a person/carer was used to create a new standalone chapter in the Universal Procedures section.

Actions and Next Steps

Actions and Next Steps (Carers)

Actions and Next Steps (Reablement)

Actions and Next Steps (Occupational Therapy)

Providing Information about a Person or Carer

In May 2023, this new chapter was added into the Universal Procedures. The information previously sat in the 'Actions and Next Steps' procedure but was relocated.

Section 117 Aftercare

In May 2023, this new chapter was added into the Mental Health Social Work section.

2022

November 2022

Care and Support Planning

Section 14, Deciding how the Plan will be Reviewed and Monitored was revised in November 2022 to better clarify the statutory requirements around the frequency in which Care and Support Plans should be reviewed.

Social Circumstances Report

Section 2, A Brief Introduction to Social Circumstances Reports was updated in November 2022 to clarify who can complete a Social Circumstances Report. Section 6, Writing the Report was also updated to include links to the HM Courts & Tribunals Service forms.

CareCubed Procedure

In November 2022, this procedure was updated to reflect the fact that CareCubed no longer works on individual licenses.

Support Planning

Section 14, Deciding how the Plan will be Reviewed and Monitored was revised in November 2022 to better clarify the statutory requirements around the frequency in which Support Plans should be reviewed.

Legal Requirements of a Support Plan Review and Tools

Section 3, Legal Requirements of Review and Section 6, Responding to a Review Request were both revised in November 2022 to better clarify the statutory requirements around the frequency in which Care and Support/Support Plans should be reviewed.

Legal Requirements of a Care and Support Plan Review and Tools

Actions Following a Care and Support Plan Review

Section 2, Deciding the Timeframe for the Next Review was revised in November 2022 to better clarify the statutory requirements around the frequency in which Care and Support/Support Plans should be reviewed.

Actions Following a Support Plan Review

NHS Continuing Healthcare Procedure

In November 2022, all occurrences of Clinical Commissioning Groups/CCG's across the tri.x site were replaced by Integrated Care Boards/ICBs. This change was made to reflect changes introduced by the Health and Care Act 2022. This change affected multiple procedures.

Preparing to Carry out a Care and Support Plan Review

Section 5, Arranging the Review and Preparing the Person was revised in November 2022 to better clarify the statutory requirements around the frequency in which Care and Support/Support Plans should be reviewed.

Preparing to Carry out a Support Plan Review

Recording and Keeping Records

In November 2022, this new procedure was added to the Universal Procedures section. Relevant links to it were also added.