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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

  1. 3.0.1Safeguarding AdultsNovember 11, 2024

4.Deprivation of Liberty

  1. 4.0.1Deprivation of Liberty Safeguards ProcedureMay 16, 2025
  2. 4.0.2Recognising and Responding to Deprivations of LibertyMay 16, 2025

5.Universal Procedures (used by all teams)

  1. 5.0.1Equality, Diversity and Human RightsMay 16, 2025
  2. 5.0.2Recording and Keeping RecordsMay 16, 2025
  3. 5.0.3Providing Information about a Person or Carer
    Updated
    May 16, 2025
  4. 5.0.4Financial AssessmentNovember 11, 2024
  5. 5.0.5Commissioning and Brokerage ProceduresMay 12, 2022
  6. 5.0.6Direct Payments
    Updated
    May 16, 2025
  7. 5.0.7Assistive TechnologyMay 12, 2022
  8. 5.0.8Risk AssessmentNovember 11, 2024
  9. 5.0.9Lone WorkingMay 12, 2022
  10. 5.0.10Joint WorkNovember 3, 2021
  11. 5.0.11Social Media (use of)May 16, 2024
  12. 5.0.12Storage of Data on Practitioners' Mobile DevicesSeptember 16, 2021
  13. 5.0.13Interpreter and Translation ServicesNovember 11, 2024
  14. 5.0.14Death of a Person or CarerNovember 11, 2024
  15. 5.0.15Co-Production
    Updated
    May 16, 2025

6.Specialist Procedures

  1. 6.0.1Deputyship and Financial AffairsMay 16, 2025
  2. 6.0.2Debt Respite Scheme (Breathing Spaces) ProcedureMay 16, 2025
  3. 6.0.3CareCubed ProcedureMay 16, 2024
  4. 6.0.4Joint Packages of Health and Social CareNovember 11, 2024
  5. 6.0.5NHS Continuing Healthcare ProcedureNovember 11, 2024
  6. 6.0.6NHS-funded Nursing Care Procedure (FNC)May 16, 2024
  7. 6.0.7End of Life Procedures and Practice Guidance
    Updated
    May 16, 2025
  8. 6.0.8Legal ServicesNovember 22, 2021
  9. 6.0.9Ordinary Residence ProcedureNovember 10, 2023
  10. 6.0.10Continuity of Care ArrangementsMay 16, 2024
  11. 6.0.11Cross Border PlacementsNovember 11, 2024
  12. 6.0.12Protecting Moveable Property
    Updated
    May 16, 2025
  13. 6.0.13Service Interruptions and Provider FailureMay 16, 2024
  14. 6.0.14No Recourse to Public Funds (NRPF)
    Updated
    May 16, 2024
  15. 6.0.15Prisons and Approved PremisesNovember 11, 2024
  16. 6.0.16Acting as an Appropriate AdultMay 16, 2024

7.Access Team

  1. 7.0.1Receiving a Contact or Referral
    Updated
    May 16, 2025
  2. 7.0.2Deciding the Outcome of a Contact or Referral (Access Team)May 16, 2025
  3. 7.0.3Actions and Next Steps
    Updated
    May 16, 2025

8.First Point of Contact Team

8.1Contact and Referral

  1. 8.1.1Receiving a Contact or Referral
    Updated
    May 16, 2025
  2. 8.1.2Deciding the Outcome of a Contact or ReferralMay 16, 2025
  3. 8.1.3Actions and Next Steps
    Updated
    May 16, 2025

8.2Establishing Needs

  1. 8.2.1Introduction, Legal Requirements and ToolsNovember 11, 2024
  2. 8.2.2Preparing to Establish NeedsMay 16, 2025
  3. 8.2.3The Skilled ConversationMay 16, 2025
  4. 8.2.4Agreeing Needs and Making a Formal RecordMay 12, 2023
  5. 8.2.5Understanding and Applying Eligibility CriteriaNovember 11, 2024
  6. 8.2.6Communicating the Outcome and Next StepsNovember 10, 2023

8.3Meeting Needs

  1. 8.3.1Establishing Ordinary ResidenceMay 16, 2025
  2. 8.3.2Requesting a Financial AssessmentMay 16, 2024
  3. 8.3.3Setting an Indicative BudgetNovember 11, 2024
  4. 8.3.4Care and Support PlanningMay 16, 2025
  5. 8.3.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetNovember 11, 2024
  6. 8.3.6Arranging Support and ServicesNovember 11, 2024

8.4Reviewing Support and Services

  1. 8.4.1Legal Requirements of a Care and Support Plan Review and ToolsNovember 11, 2024
  2. 8.4.2Preparing to Carry out a Care and Support Plan ReviewMay 16, 2025
  3. 8.4.3The Full Review ConversationMay 16, 2025
  4. 8.4.4The Light Touch Review ConversationNovember 11, 2024
  5. 8.4.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordNovember 11, 2024
  6. 8.4.6Actions Following a Care and Support Plan ReviewNovember 11, 2024
  7. 8.4.7Monitoring Urgent or Interim Support and ServicesMay 16, 2024
  8. 8.4.8Reviewing a Direct Payment

9.Emergency Duty Team

  1. 9.0.1Receiving a Contact (EDT)November 10, 2023
  2. 9.0.2Deciding the Outcome of a Contact or ReferralMay 16, 2025
  3. 9.0.3Providing Information and Advice or Sharing Information (EDT)November 10, 2023
  4. 9.0.4Urgent or Interim Support (EDT)May 16, 2025

10.Reablement

10.1Contact and Referral

  1. 10.1.1Receiving a Contact or Referral
    Updated
    May 16, 2025
  2. 10.1.2Deciding the Outcome of a Contact or Referral (Reablement)May 16, 2025
  3. 10.1.3Actions and Next Steps
    Updated
    May 16, 2025

10.2Establishing Needs

  1. 10.2.1Introduction, Purpose and Tools (Reablement)November 11, 2024
  2. 10.2.2Preparing to Establish Needs (Reablement)May 16, 2025
  3. 10.2.3The Skilled Conversation (Reablement)May 16, 2025
  4. 10.2.4Agreeing Needs, Making a Formal Record and Next Steps (Reablement)October 8, 2021

10.3Meeting Needs

  1. 10.3.1The Reablement PlanNovember 11, 2024
  2. 10.3.2Arranging the Reablement ServiceNovember 11, 2024

10.4Monitoring and Reviewing Reablement

  1. 10.4.1Monitoring ReablementMay 16, 2024
  2. 10.4.2Monitoring Actions (Reablement)November 10, 2023
  3. 10.4.3The Reablement ReviewMay 16, 2025
  4. 10.4.4Deciding the Outcome of a Reablement Review and Making a Formal RecordOctober 8, 2021
  5. 10.4.5Actions Following a Reablement ReviewNovember 11, 2024

11.Occupational Therapy

11.1Contact and Referral

  1. 11.1.1Receiving a Contact or Referral
    Updated
    May 16, 2025
  2. 11.1.2Deciding the Outcome of a Contact or Referral (Occupational Therapy)May 16, 2025
  3. 11.1.3Actions and Next Steps
    Updated
    May 16, 2025

11.2Establishing Needs

  1. 11.2.1Introduction, Legal Requirements and Tools (Occupational Therapy)November 11, 2024
  2. 11.2.2Preparing to Establish Needs (Occupational Therapy)May 16, 2025
  3. 11.2.3The Skilled Conversation (Occupational Therapy)May 16, 2025
  4. 11.2.4Agreeing Needs, Making a Formal Record and Next Steps (Occupational Therapy)November 11, 2024
  5. 11.2.5Establishing Likely Eligibility for a Disabled Facilities GrantNovember 10, 2023
  6. 11.2.6Understanding and Applying Eligibility Criteria (Occupational Therapy)November 11, 2024
  7. 11.2.7Communicating the Outcome and Next Steps (Occupational Therapy)November 11, 2024

11.3Meeting Needs

  1. 11.3.1Establishing Ordinary Residence (Occupational Therapy)September 28, 2021
  2. 11.3.2Requesting a Financial AssessmentMay 16, 2024
  3. 11.3.3Applying for a Disabled Facilities GrantMay 16, 2024
  4. 11.3.4The Outcome of the Disabled Facilities Grant Application and Next StepsNovember 3, 2021
  5. 11.3.5Providing EquipmentNovember 11, 2024
  6. 11.3.6Equipment in a Care HomeNovember 11, 2024
  7. 11.3.7Providing Direct SupportNovember 11, 2024

11.4Monitoring and Review

  1. 11.4.1Monitoring and ReviewMay 12, 2022

12.Sensory Team

12.1Contact and Referral

  1. 12.1.1Receiving a Contact or Referral
    Updated
    May 16, 2025
  2. 12.1.2Deciding the Outcome of a Contact or ReferralMay 16, 2025
  3. 12.1.3Actions and Next Steps
    Updated
    May 16, 2025

12.2Establishing Needs

  1. 12.2.1Introduction, Legal Requirements and ToolsNovember 11, 2024
  2. 12.2.2Preparing to Establish NeedsMay 16, 2025
  3. 12.2.3The Skilled ConversationMay 16, 2025
  4. 12.2.4Agreeing Needs and Making a Formal RecordMay 12, 2023
  5. 12.2.5Understanding and Applying Eligibility CriteriaNovember 11, 2024
  6. 12.2.6Communicating the Outcome and Next StepsNovember 10, 2023

12.3Meeting Needs

  1. 12.3.1Establishing Ordinary ResidenceMay 16, 2025
  2. 12.3.2Requesting a Financial AssessmentMay 16, 2024
  3. 12.3.3Setting an Indicative BudgetNovember 11, 2024
  4. 12.3.4Care and Support PlanningMay 16, 2025
  5. 12.3.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetNovember 11, 2024
  6. 12.3.6Arranging Support and ServicesNovember 11, 2024

12.4Reviewing Support and Services

  1. 12.4.1Legal Requirements of a Care and Support Plan Review and ToolsNovember 11, 2024
  2. 12.4.2Preparing to Carry out a Care and Support Plan ReviewMay 16, 2025
  3. 12.4.3The Full Review ConversationMay 16, 2025
  4. 12.4.4The Light Touch Review ConversationNovember 11, 2024
  5. 12.4.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordNovember 11, 2024
  6. 12.4.6Actions Following a Care and Support Plan ReviewNovember 11, 2024
  7. 12.4.7Monitoring Urgent or Interim Support and ServicesMay 16, 2024
  8. 12.4.8Reviewing a Direct Payment

13.Integrated Hospital Team

13.1Contact and Referral

  1. 13.1.1Receiving a Contact or Referral
    Updated
    May 16, 2025
  2. 13.1.2Deciding the Outcome of a Contact or Referral (Integrated Hospital Team)May 16, 2025
  3. 13.1.3Actions and Next Steps
    Updated
    May 16, 2025

13.2Discharge to Assess

  1. 13.2.1Discharge to Assess (Home First)November 11, 2024
  2. 13.2.2Monitoring Urgent or Interim Support and ServicesMay 16, 2024

13.3Establishing Needs

  1. 13.3.1Introduction, Legal Requirements and ToolsNovember 11, 2024
  2. 13.3.2Preparing to Establish NeedsMay 16, 2025
  3. 13.3.3The Skilled ConversationMay 16, 2025
  4. 13.3.4Agreeing Needs and Making a Formal RecordMay 12, 2023
  5. 13.3.5Understanding and Applying Eligibility CriteriaNovember 11, 2024
  6. 13.3.6Communicating the Outcome and Next StepsNovember 10, 2023

13.4Meeting Needs

  1. 13.4.1Establishing Ordinary ResidenceMay 16, 2025
  2. 13.4.2Requesting a Financial AssessmentMay 16, 2024
  3. 13.4.3Setting an Indicative BudgetNovember 11, 2024
  4. 13.4.4Care and Support PlanningMay 16, 2025
  5. 13.4.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetNovember 11, 2024
  6. 13.4.6Arranging Support and ServicesNovember 11, 2024

13.5Reviewing Support and Services

  1. 13.5.1Legal Requirements of a Care and Support Plan Review and ToolsNovember 11, 2024
  2. 13.5.2Preparing to Carry out a Care and Support Plan ReviewMay 16, 2025
  3. 13.5.3The Full Review ConversationMay 16, 2025
  4. 13.5.4The Light Touch Review ConversationNovember 11, 2024
  5. 13.5.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordNovember 11, 2024
  6. 13.5.6Actions Following a Care and Support Plan ReviewNovember 11, 2024
  7. 13.5.7Reviewing a Direct Payment

14.Complex Needs Team

14.1Contact and Referral

  1. 14.1.1Receiving a Contact or Referral
    Updated
    May 16, 2025
  2. 14.1.2Deciding the Outcome of a Contact or ReferralMay 16, 2025
  3. 14.1.3Actions and Next Steps
    Updated
    May 16, 2025

14.2Establishing Needs

  1. 14.2.1Introduction, Legal Requirements and ToolsNovember 11, 2024
  2. 14.2.2Preparing to Establish NeedsMay 16, 2025
  3. 14.2.3The Skilled ConversationMay 16, 2025
  4. 14.2.4Agreeing Needs and Making a Formal RecordMay 12, 2023
  5. 14.2.5Understanding and Applying Eligibility CriteriaNovember 11, 2024
  6. 14.2.6Communicating the Outcome and Next StepsNovember 10, 2023

14.3Meeting Needs

  1. 14.3.1Establishing Ordinary ResidenceMay 16, 2025
  2. 14.3.2Requesting a Financial AssessmentMay 16, 2024
  3. 14.3.3Setting an Indicative BudgetNovember 11, 2024
  4. 14.3.4Care and Support PlanningMay 16, 2025
  5. 14.3.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetNovember 11, 2024
  6. 14.3.6Arranging Support and ServicesNovember 11, 2024

14.4Reviewing Support and Services

  1. 14.4.1Legal Requirements of a Care and Support Plan Review and ToolsNovember 11, 2024
  2. 14.4.2Preparing to Carry out a Care and Support Plan ReviewMay 16, 2025
  3. 14.4.3The Full Review ConversationMay 16, 2025
  4. 14.4.4The Light Touch Review ConversationNovember 11, 2024
  5. 14.4.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordNovember 11, 2024
  6. 14.4.6Actions Following a Care and Support Plan ReviewNovember 11, 2024
  7. 14.4.7Monitoring Urgent or Interim Support and ServicesMay 16, 2024
  8. 14.4.8Reviewing a Direct Payment

15.Islington Learning Disabilities Partnership

15.1Contact and Referral

  1. 15.1.1Receiving a Contact or Referral
    Updated
    May 16, 2025
  2. 15.1.2Deciding the Outcome of a Contact or ReferralMay 16, 2025
  3. 15.1.3Actions and Next Steps
    Updated
    May 16, 2025

15.2Establishing Needs

  1. 15.2.1Introduction, Legal Requirements and ToolsNovember 11, 2024
  2. 15.2.2Preparing to Establish NeedsMay 16, 2025
  3. 15.2.3The Skilled ConversationMay 16, 2025
  4. 15.2.4Agreeing Needs and Making a Formal RecordMay 12, 2023
  5. 15.2.5Understanding and Applying Eligibility CriteriaNovember 11, 2024
  6. 15.2.6Communicating the Outcome and Next StepsNovember 10, 2023

15.3Meeting Needs

  1. 15.3.1Establishing Ordinary ResidenceMay 16, 2025
  2. 15.3.2Requesting a Financial AssessmentMay 16, 2024
  3. 15.3.3Setting an Indicative BudgetNovember 11, 2024
  4. 15.3.4Care and Support PlanningMay 16, 2025
  5. 15.3.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetNovember 11, 2024
  6. 15.3.6Arranging Support and ServicesNovember 11, 2024

15.4Reviewing Support and Services

  1. 15.4.1Legal Requirements of a Care and Support Plan Review and ToolsNovember 11, 2024
  2. 15.4.2Preparing to Carry out a Care and Support Plan ReviewMay 16, 2025
  3. 15.4.3The Full Review ConversationMay 16, 2025
  4. 15.4.4The Light Touch Review ConversationNovember 11, 2024
  5. 15.4.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordNovember 11, 2024
  6. 15.4.6Actions Following a Care and Support Plan ReviewNovember 11, 2024
  7. 15.4.7Monitoring Urgent or Interim Support and ServicesMay 16, 2024
  8. 15.4.8Reviewing a Direct Payment

16.Non-Recent Abuse Team

16.1Contact and Referral

  1. 16.1.1Receiving a Contact or Referral
    Updated
    May 16, 2025
  2. 16.1.2Deciding the Outcome of a Contact or ReferralMay 16, 2025
  3. 16.1.3Actions and Next Steps
    Updated
    May 16, 2025

16.2Establishing Needs

  1. 16.2.1Introduction, Legal Requirements and ToolsNovember 11, 2024
  2. 16.2.2Preparing to Establish NeedsMay 16, 2025
  3. 16.2.3The Skilled ConversationMay 16, 2025
  4. 16.2.4Agreeing Needs and Making a Formal RecordMay 12, 2023
  5. 16.2.5Understanding and Applying Eligibility CriteriaNovember 11, 2024
  6. 16.2.6Communicating the Outcome and Next StepsNovember 10, 2023

16.3Meeting Needs

  1. 16.3.1Establishing Ordinary ResidenceMay 16, 2025
  2. 16.3.2Requesting a Financial AssessmentMay 16, 2024
  3. 16.3.3Setting an Indicative BudgetNovember 11, 2024
  4. 16.3.4Care and Support PlanningMay 16, 2025
  5. 16.3.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetNovember 11, 2024
  6. 16.3.6Arranging Support and ServicesNovember 11, 2024

16.4Reviewing Support and Services

  1. 16.4.1Legal Requirements of a Care and Support Plan Review and ToolsNovember 11, 2024
  2. 16.4.2Preparing to Carry out a Care and Support Plan ReviewMay 16, 2025
  3. 16.4.3The Full Review ConversationMay 16, 2025
  4. 16.4.4The Light Touch Review ConversationNovember 11, 2024
  5. 16.4.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordNovember 11, 2024
  6. 16.4.6Actions Following a Care and Support Plan ReviewNovember 11, 2024
  7. 16.4.7Monitoring Urgent or Interim Support and ServicesMay 16, 2024
  8. 16.4.8Reviewing a Direct Payment

17.Response Team

17.1Contact and Referral

  1. 17.1.1Receiving a Contact or Referral
    Updated
    May 16, 2025
  2. 17.1.2Deciding the Outcome of a Contact or ReferralMay 16, 2025
  3. 17.1.3Actions and Next Steps
    Updated
    May 16, 2025

17.2Establishing Needs

  1. 17.2.1Introduction, Legal Requirements and ToolsNovember 11, 2024
  2. 17.2.2Preparing to Establish NeedsMay 16, 2025
  3. 17.2.3The Skilled ConversationMay 16, 2025
  4. 17.2.4Agreeing Needs and Making a Formal RecordMay 12, 2023
  5. 17.2.5Understanding and Applying Eligibility CriteriaNovember 11, 2024
  6. 17.2.6Communicating the Outcome and Next StepsNovember 10, 2023

17.3Meeting Needs

  1. 17.3.1Establishing Ordinary ResidenceMay 16, 2025
  2. 17.3.2Requesting a Financial AssessmentMay 16, 2024
  3. 17.3.3Setting an Indicative BudgetNovember 11, 2024
  4. 17.3.4Care and Support PlanningMay 16, 2025
  5. 17.3.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetNovember 11, 2024
  6. 17.3.6Arranging Support and ServicesNovember 11, 2024

17.4Reviewing Support and Services

  1. 17.4.1Legal Requirements of a Care and Support Plan Review and ToolsNovember 11, 2024
  2. 17.4.2Preparing to Carry out a Care and Support Plan ReviewMay 16, 2025
  3. 17.4.3The Full Review ConversationMay 16, 2025
  4. 17.4.4The Light Touch Review ConversationNovember 11, 2024
  5. 17.4.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordNovember 11, 2024
  6. 17.4.6Actions Following a Care and Support Plan ReviewNovember 11, 2024
  7. 17.4.7Monitoring Urgent or Interim Support and ServicesMay 16, 2024
  8. 17.4.8Reviewing a Direct Payment

18.Mental Health Social Work

18.1Contact and Referral

  1. 18.1.1Receiving a Contact or Referral
    Updated
    May 16, 2025
  2. 18.1.2Contact and Referral Adult Care and Support Procedures
    Updated
    May 16, 2025

18.2Establishing Needs

  1. 18.2.1Introduction, Legal Requirements and ToolsNovember 11, 2024
  2. 18.2.2Preparing to Establish NeedsMay 16, 2025
  3. 18.2.3The Skilled ConversationMay 16, 2025
  4. 18.2.4Agreeing Needs and Making a Formal RecordMay 12, 2023
  5. 18.2.5Understanding and Applying Eligibility CriteriaNovember 11, 2024
  6. 18.2.6Communicating the Outcome and Next StepsNovember 10, 2023

18.3Meeting Needs

  1. 18.3.1Establishing Ordinary ResidenceMay 16, 2025
  2. 18.3.2Requesting a Financial AssessmentMay 16, 2024
  3. 18.3.3Setting an Indicative BudgetNovember 11, 2024
  4. 18.3.4Care and Support PlanningMay 16, 2025
  5. 18.3.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetNovember 11, 2024
  6. 18.3.6Arranging Support and ServicesNovember 11, 2024

18.4Reviewing Support and Services

  1. 18.4.1Legal Requirements of a Care and Support Plan Review and ToolsNovember 11, 2024
  2. 18.4.2Preparing to Carry out a Care and Support Plan ReviewMay 16, 2025
  3. 18.4.3The Full Review ConversationMay 16, 2025
  4. 18.4.4The Light Touch Review ConversationNovember 11, 2024
  5. 18.4.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordNovember 11, 2024
  6. 18.4.6Actions Following a Care and Support Plan ReviewNovember 11, 2024
  7. 18.4.7Monitoring Urgent or Interim Support and ServicesMay 16, 2024
  8. 18.4.8Reviewing a Direct Payment

18.5Functions under the Mental Health Act

  1. 18.5.1Understanding the Mental Health Act 1983May 16, 2025
  2. 18.5.2Community Mental Health FrameworkNovember 10, 2023
  3. 18.5.3Social Circumstances ReportNovember 11, 2024
  4. 18.5.4Section 117 AftercareNovember 11, 2024

19.AMHP Procedure

  1. 19.0.1AMHP ProcedureNovember 11, 2024

20.Transitions Team

20.1Children's Services Procedures

  1. 20.1.1Children's Services Procedures
  2. 20.1.2London Safeguarding Children Procedures

20.2Deciding Whether to Start Transition

  1. 20.2.1Deciding Whether to Start TransitionNovember 10, 2023
  2. 20.2.2Deciding Whether to Start Carers TransitionNovember 3, 2021
  3. 20.2.3Recording the Decision and Next StepsNovember 3, 2021

20.3Child's Needs Assessment

  1. 20.3.1Introduction, Legal Requirements and Tools (Child's Needs Assessment)November 11, 2024
  2. 20.3.2Preparing to Establish Needs (Child's Needs Assessment)November 11, 2024
  3. 20.3.3The Skilled Conversation (Child's Needs Assessment)May 16, 2025
  4. 20.3.4Agreeing Needs, Making a Formal Record and Next Steps (Child's Needs Assessment)November 10, 2023

20.4Carer's Transition Assessments

  1. 20.4.1Introduction, Legal Requirements and Tools (Carer's Transition)November 11, 2024
  2. 20.4.2Preparing to Establish the Needs of Parent CarersMay 16, 2024
  3. 20.4.3Preparing to Establish the Needs of Young CarersMay 16, 2024
  4. 20.4.4The Skilled Conversation (Parent Carers)September 27, 2021
  5. 20.4.5The Skilled Conversation (Young Carers)May 16, 2025
  6. 20.4.6Agreeing Needs, Making a Formal Record and Next Steps (Carer's Transition)November 11, 2024

20.5Transition Planning and Review

  1. 20.5.1Setting an Indicative Budget (Transition to Adult Care and Support)November 9, 2021
  2. 20.5.2The Transition PlanMay 16, 2024
  3. 20.5.3Reviewing a Transition PlanMay 16, 2024
  4. 20.5.4Reviewing an Education, Health and Care Plan (from 18 years)November 3, 2021

20.6Contacts from Adults

  1. 20.6.1Deciding the Outcome of a Contact or ReferralMay 16, 2025
  2. 20.6.2Actions and Next Steps
    Updated
    May 16, 2025

20.7Establishing Adult Needs

  1. 20.7.1Introduction, Legal Requirements and ToolsNovember 11, 2024
  2. 20.7.2Preparing to Establish NeedsMay 16, 2025
  3. 20.7.3The Skilled ConversationMay 16, 2025
  4. 20.7.4Agreeing Needs and Making a Formal RecordMay 12, 2023
  5. 20.7.5Understanding and Applying Eligibility CriteriaNovember 11, 2024
  6. 20.7.6Communicating the Outcome and Next StepsNovember 10, 2023

20.8Meeting Adult Needs

  1. 20.8.1Setting an Indicative BudgetNovember 11, 2024
  2. 20.8.2Care and Support PlanningMay 16, 2025
  3. 20.8.3Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetNovember 11, 2024
  4. 20.8.4Arranging Support and ServicesNovember 11, 2024

20.9Reviewing Adult Support and Services

  1. 20.9.1Legal Requirements of a Care and Support Plan Review and ToolsNovember 11, 2024
  2. 20.9.2Preparing to Carry out a Care and Support Plan ReviewMay 16, 2025
  3. 20.9.3The Full Review ConversationMay 16, 2025
  4. 20.9.4The Light Touch Review ConversationNovember 11, 2024
  5. 20.9.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordNovember 11, 2024
  6. 20.9.6Actions Following a Care and Support Plan ReviewNovember 11, 2024
  7. 20.9.7Reviewing a Direct Payment

21.Carers Procedures

21.1Contact and Referral

  1. 21.1.1Receiving a Contact or Referral
    Updated
    May 16, 2025
  2. 21.1.2Deciding the Outcome of a Contact or Referral (Carers)May 16, 2025
  3. 21.1.3Actions and Next Steps (Carers)
    Updated
    May 16, 2025

21.2Establishing Needs

  1. 21.2.1Introduction, Legal Requirements and Tools (Carers)November 11, 2024
  2. 21.2.2Preparing to Establish Needs (Carers)May 16, 2024
  3. 21.2.3The Skilled Conversation (Carers)May 16, 2025
  4. 21.2.4Agreeing Needs and Making a Formal Record (Carers)October 8, 2021
  5. 21.2.5Understanding and Applying Eligibility Criteria (Carers)May 16, 2024
  6. 21.2.6Communicating the Outcome and Next Steps (Carers)November 10, 2023

21.3Meeting Needs

  1. 21.3.1Establishing Ordinary ResidenceMay 16, 2025
  2. 21.3.2Requesting a Financial AssessmentMay 16, 2024
  3. 21.3.3Setting an Indicative BudgetNovember 11, 2024
  4. 21.3.4Support PlanningNovember 11, 2024
  5. 21.3.5Signing off a Support Plan and Agreeing a Final Personal BudgetNovember 11, 2024
  6. 21.3.6Arranging Support and ServicesNovember 11, 2024

21.4Reviewing Support and Services

  1. 21.4.1Legal Requirements of a Support Plan Review and ToolsNovember 11, 2024
  2. 21.4.2Preparing to Carry out a Support Plan ReviewMay 16, 2024
  3. 21.4.3The Full Review Conversation (Carers)
    Updated
    May 16, 2025
  4. 21.4.4The Light Touch Review Conversation (Carers)November 11, 2024
  5. 21.4.5Deciding the Outcome of a Support Plan Review and Making a Formal RecordNovember 3, 2021
  6. 21.4.6Actions Following a Support Plan ReviewNovember 11, 2024
  7. 21.4.7Monitoring Urgent or Interim Support and ServicesMay 16, 2024
  8. 21.4.8Reviewing a Direct Payment

Last Updated: May 16, 2025

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