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Amendments

2024

December 2024

Actions and Next Steps (Carers)

Section 4, Providing Information about a Carer was updated in December 2024 to reflect amendments made to the chapter Providing Information about a Person or Carer following a full tri.x legal review.

Deprivation of Liberty Safeguards Procedure

In December 2024, the link to the ADASS Priority Tool for Deprivation of Liberty Requests was updated in Section 5, Receiving a Standard Authorisation Request.

Recording and Keeping Records

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

No Recourse to Public Funds (NRPF)

Section 11, Meeting Needs and Review was updated in December 2024 to include information about alternative temporary housing options that can be explored. Additionally, Section 13, People with NRPF who are Receiving After-Care under Section 117 of the Mental Health Act 1983 was refreshed and a link was added to the Section 117 Aftercare Procedure.

The Skilled Conversation (Carers)

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

Providing Information about a Person or Carer

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

Deputyship and Financial Affairs

In December 2024, information about Sibstar was added to Section 2, Identifying Support Needs.

The Full Review Conversation (Carers)

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

Debt Respite Scheme (Breathing Spaces) Procedure

In December 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.

AMHP Service

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

The Light Touch Review Conversation (Carers)

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

End of Life Procedures and Practice Guidance

In December 2024, information about The Victoria and Stuart Project end of life care planning toolkit was also added to Section 12, Learning Disability and the Skills for Care Common Core Principles and Competencies in Section 7, Good Practice Guidance for End of Life Care was removed and replaced with The Universal Principles for Advance Care Planning.

Direct Payments

In December 2024, this chapter was refreshed throughout and information about prepaid cards was added into Section 1, What is a Direct Payment?

Understanding the Mental Health Act 1983

In December 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.

NHS Continuing Healthcare Procedure

In December 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).

Joint Packages of Health and Social Care

In December 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.  

Death of a Person or Carer

In December 2024, information was added into 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.

July 2024

Deprivation of Liberty Safeguards Procedure

Section 4, Understanding the Deprivation of Liberty Safeguards was updated in July 2024 to provide additional clarity about continuous supervision, free to leave and state imputability. A ‘need to know’ box with information about responding to requests from an eligible person in was added Section 5, Receiving a Standard Authorisation Request.

Arranging Support and Services

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

Social Media (use of)

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

Prisons and Approved Premises

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

Requesting a Financial Assessment

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

Introduction, Legal Requirements and Tools (Occupational Therapy)

In July 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’. 

Setting an Indicative Budget

In July 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 (Occupational Therapy)

In July 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’ and 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.

End of Life Procedures and Practice Guidance

In July 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.

Preparing to Establish Needs

In July 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’. 

Service Interruptions and Provider Failure

In July 2024, minor 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’.

Financial Assessment

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’.

The Reablement Review

In July 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’.

Care and Support Planning

In July 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’.

Recognising and Responding to Deprivations of Liberty

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

Debt Respite Scheme (Breathing Spaces) Procedure

In July 2024, Approved Mental Capacity Professionals were removed from the list of individuals that can apply for a Mental Health Crisis Breathing Space.

Deputyship and Financial Affairs

In July 2024, 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, Making a Property and Affairs Deputyship Application regarding notifications.

Introduction, Legal Requirements and Tools

In July 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’.

Understanding and Applying Eligibility Criteria

In July 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’. Also 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.

Preparing to Establish Needs (Occupational Therapy)

In July 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’.  

Introduction, Purpose and Tools (Reablement)

In July 2024, text amendments were made to Section 2, 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’. 

Signing off a Support Plan and Agreeing a Final Personal Budget

In July 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 July 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’.

Introduction, Legal Requirements and Tools (Carers)

In July 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’.  

The Light Touch Review Conversation

This chapter was amended to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource section ‘Meeting Needs’.

Legal Requirements of a Care and Support Plan Review and Tools

In July 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 Establish Needs (Child's Needs Assessment)

In July 2024, 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’.

Support Planning

In July 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 Establish the Needs of Young Carers

In July 2024, 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 Carry out a Care and Support Plan Review

In July 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’.

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

In July 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 Establish the Needs of Parent Carers

In July 2024, 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’.

Preparing to Establish Needs (Carers)

In July 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’.  

June 2024

Section 117 Aftercare

In July 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 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).

January 2024

Monitoring Actions (Reablement)

Section 8, Reporting Concerns about a Service Provider was revised in January 2024 to better reflect the remit of the reablement team.

Ordinary Residence Procedure

In January 2024, a link to the ordinary residence section of the Section 117 Aftercare Procedure was added.

NHS-funded Nursing Care Procedure (FNC)

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

AMHP Service

This procedure was refreshed in January 2024.

Prisons and Approved Premises

About the Transition Enablement Team

NHS Continuing Healthcare Procedure

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

Joint Packages of Health and Social Care

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

Discharge to Assess (Home First)

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

Social Circumstances Report

This procedure was fully reviewed and refreshed in January 2024.

Equality, Diversity and Human Rights

In January 2024, this new procedure was added into the Universal Procedures section.

Providing Information about a Person or Carer

In January 2024, information about the Caldicott Principles was added.

Actions and Next Steps (Carers)

In January 2024, information about the Caldicott Principles was added into the 'Providing Information about a Carer' section.

Debt Respite Scheme (Breathing Spaces) Procedure

In January 2024, 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.

Understanding the Mental Health Act 1983

This procedure was added in January 2024.

Community Mental Health Framework

Actions and Next Steps (Reablement)

In January 2024, information about the Caldicott Principles was added into the 'Providing Information about a Person' section.

Actions and Next Steps

Actions and Next Steps (Occupational Therapy)

The Transition Plan

In January 2024, 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.

Deputyship and Financial Affairs

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

Section 117 Aftercare

Section 3, Ordinary Residence was updated in January 2024 to reflect the Supreme Court judgement R (Worcestershire County Council) v Secretary of State for Health and Social Care [2023] UKSC 31.
A link was also added to the Community Mental Health Framework for Adults.
Older Adults documents were added into Section 9, Further Information. 

Acting as an Appropriate Adult

In January 2024, this new procedure was added into the Specialist Procedures section.

No Recourse to Public Funds (NRPF)

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

Continuity of Care Arrangements

In January 2024, text amends were made to Section 1, An Introduction to Continuity of Care Arrangements. These amends 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'.

Deprivation of Liberty Safeguards Procedure

Section 15, Challenging an Authorisation using Section 21A and Section 16, The Future of the Deprivation of Liberty Safeguards were added in January 2024.
At the same time, the chapter Liberty Protection Safeguards Procedure was deleted.

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

Recognising and Responding to Deprivations of Liberty

In January 2024, this chapter was fully reviewed and refreshed. This included 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.
Also relevant text amends were made throughout to reflect the feedback received following a full tri.x legal review of the Deprivation of Liberty Safeguards Procedure.

2023

July 2023

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

The Ordinary Residence section was reviewed and refreshed in July 2023.

Deciding the Outcome of a Contact or Referral

Deciding the Outcome of a Contact or Referral (Reablement)

Deciding the Outcome of a Contact or Referral (Carers)

Recognising and Responding to Deprivations of Liberty

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 in July 2023 to provide greater clarity on state imputability.

Section 117 Aftercare

In July 2023, references to the Care Programme Approach were removed.

Ordinary Residence Procedure

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

No Recourse to Public Funds (NRPF)

In July 2023, this chapter was refreshed throughout and amended to reflect changes to the immigration status requirements for people from EEA countries.

End of Life Procedures and Practice Guidance

Section 10, Advanced Care Planning was refreshed in July 2023 to include information about the universal principles of Advanced Care Planning.

Joint Packages of Health and Social Care

In July 2023, this procedure was refreshed.

NHS Continuing Healthcare Procedure

Deputyship and Financial Affairs

NHS-funded Nursing Care Procedure (FNC)

Commissioning

Deprivation of Liberty Safeguards Procedure

Section 4, Understanding the Deprivation of Liberty Safeguards was updated in July 2023 to provide greater clarity on state imputability.