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Amendments

2024

October 2024

Understanding and Applying Eligibility Criteria

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. 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’.

Legal Requirements of a Care and Support Plan Review and Tools

In October 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’.

Arranging Support and Services

In October 2024, Section 9, Out of Area Services was updated to clarify that Extra Care Housing is classified as specified accommodation and to clarify that Extra Care Housing is classified as specified accommodation.

Preparing to Establish Needs

In October 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’. 

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

In October 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

In October 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’.

Setting an Indicative Budget

In October 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’.

Preparing to Carry out a Care and Support Plan Review

In October 2024, 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’.

Care and Support Planning

In October 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’.

Deprivation of Liberty Safeguards Procedure

In October 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, Receiving a Standard Authorisation Request, a ‘need to know’ box was added with information about responding to requests from an eligible person.

Understanding and Applying Eligibility Criteria (Occupational Therapy)

In October 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. 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’.

Preparing to Establish Needs (Occupational Therapy)

In October 2024, 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’.  

Prisons and Approved Premises

In October 2024, information about the Probation Finder was added to Section 2, Information about Prisons and Approved Premises.

Death of a Person or Carer

In October 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

Support Planning

In October 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’.

Direct Payments

In October 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’.

The Reablement Review

In October 2024, 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’.

End of Life Procedures and Practice Guidance

In October 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.

Introduction, Legal Requirements and Tools

In October 2024, 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’.

Introduction, Legal Requirements and Tools (Carers)

In October 2024, 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’.  

Deputyship and Financial Affairs

In October 2024, information about fixed costs and Deputy renumeration was updated in Section 5, Exploring all Available Options. Information was also 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, Making a Property and Affairs Deputyship Application regarding notifications.

Social Media (use of)

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

Signing off a Support Plan and Agreeing a Final Personal Budget

In October 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’.

Section 117 Aftercare

In October 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).

Understanding the Mental Health Act 1983

In October 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.

Understanding and Applying Eligibility Criteria (Carers)

In October 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’.

Preparing to Carry out a Support Plan Review

In October 2024, text amendments were made to Section 5, Arranging the Review 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’.

Introduction, Legal Requirements and Tools (Occupational Therapy)

In October 2024, 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 (PRIME)

In October 2024, text amendments were made to Section 1, 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’.  

Preparing to Establish Needs (Carers)

In October 2024, 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’.  

Recognising and Responding to Deprivations of Liberty

In October 2024, this chapter has been updated following a full tri.x legal review.

The Light Touch Review Conversation (Carers)

In October 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’.

April 2024

Financial Assessment

April 2024 This chapter has been 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’.

Requesting a Financial Assessment

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

Receiving a Contact or Referral

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

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.

Equality, Diversity and Human Rights

This new chapter has been added to the Universal Procedures section.

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.

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’.

Ordinary Residence Procedure

In April 2024, a link to the Section 117 Aftercare chapter section on ordinary residence was added.

Social Circumstances Report

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

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.

Understanding the Mental Health Act 1983

In April 2024, Section 4, Sections of the Mental Health Act 1983, was updated to include information about Section 135 (2).

Prisons and Approved Premises

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

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.

Discharge to Assess (Home First)

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

Deputyship and Financial Affairs

In April 2024, Section 6, 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 2, Identifying Support Needs.

Service Interruptions and Provider Failure

In April 2024, 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’.

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.

CareCubed Procedure

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

Acting as an Appropriate Adult

This new chapter has been added to the Specialist Procedures section.

No Recourse to Public Funds (NRPF)

In April 2024, the guidance ‘Supporting Migrants Lacking Mental Capacity in Relation to Immigration Matters’ was added to Section 1, Using this Procedure and Further Guidance. A link to the government guidance ‘Asylum support’ was added to Section 7, Providing Information and Advice. The Home Office Status, Verification, Enquiries and Checking service email was updated.

2023

October 2023

Recognising and Responding to Deprivations of Liberty

In October 2023 this chapter has been fully reviewed and refreshed. This included adding greater clarity around state imputability, 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’. 

Understanding the Mental Health Act 1983

In October 2023, this new chapter was added.

Community Mental Health Framework

Actions and Next Steps (Carers)

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

Providing Information about a Person or Carer

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

Actions and Next Steps (ASCD)

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

Deciding the Outcome of a Contact or Referral (PRIME)

In October 2023 the Ordinary Residence section has been reviewed and refreshed.  

Deciding the Outcome of a Contact or Referral (ASCD)

Deciding the Outcome of a Contact or Referral (Carers)

Deciding the Outcome of a Contact or Referral (QEH Social Work Team)

Deciding the Outcome of a Contact or Referral

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

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.

Joint Packages of Health and Social Care

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

Deputyship and Financial Affairs

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

NHS Continuing Healthcare Procedure

NHS-funded Nursing Care Procedure (FNC)

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.

Ordinary Residence Procedure

In October 2023 Section 5, Meeting the Urgent Needs of a Person who is not Ordinarily Resident was reviewed and refreshed.

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.

Deprivation of Liberty Safeguards Procedure

In October 2023 this chapter has been fully reviewed and refreshed. This included adding greater clarity around state imputability and the addition of Section 15, Challenging an Authorisation using Section 21A and Section 16, The Future of the Deprivation of Liberty Safeguards. At the same time, the chapter Liberty Protection Safeguards was deleted.

Actions and Next Steps (QEH Social Work Team)

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

Actions and Next Steps

Actions and Next Steps (PRIME)

Actions and Next Steps (Occupational Therapy)

Actions and Next Steps (ACT)

Actions and Next Steps (ICT)

Section 117 Aftercare

In October 2023 references to the Care Programme Approach (CPA) have been removed and information about the Community Mental Health Framework added.

Section 3, Ordinary Residence has been updated to reflect the Supreme Court judgement R (Worcestershire County Council) v Secretary of State for Health and Social Care [2023] UKSC 31.