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Amendments

2024

April 2024

Discharge to Assess (Home First)

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

Introduction, Legal Requirements and Tools

In April 2024, text amends have been made to Section 3, The Purpose of any Assessment. These amends have been made to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource chapter ‘The Purpose of Assessment’.

Continuity of Care Arrangements

In April 2024, text amends have been made to Section 1, An Introduction to Continuity of Care Arrangements. These amends have been 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’.

Receiving a Contact or Referral

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

No Recourse to Public Funds (NRPF)

In April 2024, the Home Office Status, Verification, Enquiries and Checking service email was updated. A link to the government guidance ‘Asylum support’ was also added to Section 7, Providing Information and Advice.

The Reablement Review

In April 2024, text amends have been made to Section 7, Preparing for the Review. These amends have been made to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource chapter ‘Carrying Out an Assessment’.

Appointeeship and Deputyship for Property and Financial Affairs

In April 2024, Section, 11, Making a Property and Affairs Deputyship Application, was updated to include more information about notifications, and information about Carer’s Card accounts was added to Section 5, Identifying Support Needs.

Recognising and Responding to Deprivations of Liberty

In April 2024, relevant text amends have been made throughout to reflect the feedback received following a full tri.x legal review of the Deprivation of Liberty Safeguards Procedure.

Social Media (use of)

In April 2024, Twitter was changed to X (formerly Twitter).

Deprivation of Liberty Safeguards Procedure

In April 2024, relevant text amends have been 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.

Service Interruptions and Provider Failure

Minor text amends have been made to Section 3, Failure of a Regulated Provider. These amends have been 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’.

NHS-funded Nursing Care Procedure (FNC)

In April 2024, relevant text amends have been made throughout to reflect the feedback received following a full tri.x legal review of the NHS Continuing Healthcare Procedure.

Prisons and Approved Premises

In April 2024, this chapter was fully reviewed and refreshed including adding information about the Probation Finder to Section 2, Information about Prisons and Approved Premises.

Joint Packages of Health and Social Care

In April 2024, relevant text amends have been made throughout to reflect the feedback received following a full tri.x legal review of the NHS Continuing Healthcare Procedure.

Financial Assessment

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’.

NHS Continuing Healthcare Procedure

In April 2024, relevant text amends have been made throughout to reflect the feedback received following a full tri.x legal review.

Requesting a Financial Assessment

In April 2024, text amends were made to reflect changes made to the chapter ‘Financial Assessment’.

Arranging Support and Services

In April 2024, Section 8, Out of Area Services was updated to reflect amends made previously to Ordinary Residence chapters following a legal review.

Preparing to Establish Needs (Child's Needs Assessment)

In April 2024, text amends have been made to Section 5, Arranging the Assessment and Preparing the Young Person. These amends have been 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 (Carers)

In April 2024, text amends have been made to Section 5, Arranging the Assessment and Preparing the Carer. These amends have been 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 April 2024, minor text amends have been made to Section 3, Applying the Eligibility Criteria. These amends have been made to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource chapter ‘The National Eligibility Criteria’.

Preparing to Carry out a Support Plan Review

In April 2024, text amends have been made to Section 5, Arranging the Review and Preparing the Carer. These amends have been 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 Carry out a Care and Support Plan Review

In April 2024, text amends have been made to Section 5, Arranging the Review and Preparing the Person. These amends have been 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 April 2024, text amends have been made to Section 5, Arranging the Assessment and Preparing the Parent Carer. These amends have been 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 (Carers)

In April 2024, minor text amends have been made to Section 3, Applying the Eligibility Criteria. These amends have been made to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource chapter ‘The National Eligibility Criteria’.

Section 117 Aftercare

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

Social Circumstances Report

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

Preparing to Establish Needs

In April 2024, text amends have been made to Section 5, Arranging the Assessment and Preparing the Person. These amends have been 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 Young Carers

In April 2024, text amends have been made to Section 5, Arranging the Assessment and Preparing the Young Carer. These amends have been 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 April 2024, text amends have been made to Section 3, The Purpose of any Assessment. These amends have been made to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource chapter ‘The Purpose of Assessment’.  

2023

October 2023

Providing Information about a Person or Carer

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

Joint Packages of Health and Social Care

In October 2023, this chapter has been fully reviewed and refreshed.

NHS Continuing Healthcare Procedure

NHS-funded Nursing Care Procedure (FNC)

Appointeeship and Deputyship for Property and Financial Affairs

Deprivation of Liberty Safeguards Procedure

In October 2023, Section 15, Challenging an Authorisation using Section 21A and Section 16, The Future of the Deprivation of Liberty Safeguards were added. At the same time, the chapter Liberty Protection Safeguards Procedure was deleted. Section 4, Understanding the Deprivation of Liberty Safeguards was also updated to provide greater clarity on state imputability.

Recognising and Responding to Deprivations of Liberty

In October 2023, this chapter was fully reviewed and refreshed. This included moving information about Best Interests into the section ‘Applying to the Court’, adding information about the National Deprivation of Liberty Court and adding a new section ‘Challenging a DoLS Authorisation using Section 21A’. Section 2, Identifying Deprivations of Liberty (ages 18 and over) and Section 5, Identifying and Responding to Deprivations of Liberty (ages 16 and 17) were both updated to provide greater clarity on state imputability. 

Contact and Referral Adult Care and Support Procedures

In October 2023, information about the Caldicott Principles was added to the section ‘Providing Information about a Person’.

No Recourse to Public Funds (NRPF)

In October 2023, this chapter has been refreshed throughout and amended to reflect changes to the immigration status requirements for people from EEA countries. It was also updated to include Shared Lives placements. Also the guidance ‘Supporting Migrants Lacking Mental Capacity in Relation to Immigration Matters’ was added to section 1, Using this Procedure and Further Guidance.

Actions and Next Steps

In October 2023, information about the Caldicott Principles was added to the section ‘Providing Information about a Person/Carer’.

Actions and Next Steps (First Response)

Actions and Next Steps (Reablement)

Actions and Next Steps (Carers)

Actions and Next Steps (Hospital Team)

End of Life Procedures and Practice Guidance

In October 2023, Section 10, Advance Care Planning has been refreshed to include information about the Universal Principles of Advance Care Planning.

Ordinary Residence Procedure

In October 2023, a link to the Section 117 Aftercare chapter section on ordinary residence was added. Section 5, Meeting the Urgent Needs of a Person who is not Ordinarily Resident was reviewed and refreshed.

Deciding the Outcome of a Contact or Referral

In October 2023, the section ‘Ordinary Residence’ was reviewed and refreshed. 

Deciding the Outcome of a Contact or Referral (Carers)

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

Deciding the Outcome of a Contact or Referral (First Response)

The Transition Plan

In October 2023, the government toolkit ‘Making Finance Decisions for Young People: Parent and Carer Toolkit’ was added to the list of tools to support the Transition Plan conversation.

Debt Respite Scheme (Breathing Spaces) Procedure

In October 2023, a new section was added ‘Final Demand Guide’. 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.

Section 117 Aftercare

In October 2023, References to the Care Programme Approach (CPA) have been removed and a link to the Community Mental Health Framework for Adults and Older Adults documents was added to Section 9, Further Information. Also, Section 3, Ordinary Residence was updated to reflect the Supreme Court judgement R (Worcestershire County Council) v Secretary of State for Health and Social Care [2023] UKSC 31.

Deciding Whether to Start Transition

In October 2023, a broken link in Section 1, Using this Procedure has been fixed.

April 2023

Actions and Next Steps

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

Actions and Next Steps (First Response)

Actions and Next Steps (Reablement)

Actions and Next Steps (Carers)

Contact and Referral Adult Care and Support Procedures

Actions and Next Steps (Hospital Team)

Providing Information about a Person or Carer

Joint Packages of Health and Social Care

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

Section 117 Aftercare

In April 2023, this new chapter was added to the Mental Health Social Work section.

Recording and Keeping Records

In April 2023, a link was added to the Providing Information about a Person or Carer Procedure.