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1.Universal Procedures (used by all teams)

  1. 1.0.1Equality, Diversity and Human RightsJuly 16, 2025
  2. 1.0.2Recording and Keeping RecordsJuly 16, 2025
  3. 1.0.3Providing Information about a Person or CarerJuly 16, 2025
  4. 1.0.4Co-ProductionJuly 16, 2025
  5. 1.0.5Financial AssessmentJuly 18, 2024
  6. 1.0.6Risk AssessmentJuly 16, 2025
  7. 1.0.7Lone WorkingJanuary 24, 2023
  8. 1.0.8Joint WorkNovember 3, 2021
  9. 1.0.9Social Media (use of)July 18, 2024
  10. 1.0.10Storage of Data on Practitioners' Mobile DevicesSeptember 24, 2021
  11. 1.0.11Interpreter and Translation ServicesJuly 16, 2025
  12. 1.0.12Death of a Person or CarerDecember 3, 2024

2.The Care Act 2014 Resource

  1. 2.0.1The Care Act 2014 Resource

3.Safeguarding Adults

  1. 3.0.1Safeguarding AdultsDecember 3, 2024

4.Establishing, Meeting and Reviewing Social Care Needs

4.1Contact and Referral

  1. 4.1.1Receiving a Contact or ReferralJuly 16, 2025
  2. 4.1.2Deciding the Outcome of a Contact or ReferralDecember 3, 2024
  3. 4.1.3Actions and Next StepsJuly 16, 2025

4.2Establishing Needs

  1. 4.2.1Introduction, Legal Requirements and ToolsDecember 3, 2024
  2. 4.2.2Preparing to Establish NeedsDecember 3, 2024
  3. 4.2.3The Skilled ConversationDecember 3, 2024
  4. 4.2.4Agreeing Needs and Making a Formal RecordDecember 3, 2024
  5. 4.2.5Understanding and Applying Eligibility CriteriaJuly 16, 2025
  6. 4.2.6Communicating the Outcome and Next StepsDecember 3, 2024

4.3Hospital Discharge

  1. 4.3.1Discharge to Assess (Home First)July 18, 2024

4.4Meeting Needs

  1. 4.4.1Establishing Ordinary ResidenceDecember 3, 2024
  2. 4.4.2Requesting a Financial AssessmentDecember 3, 2024
  3. 4.4.3Setting an Indicative BudgetDecember 3, 2024
  4. 4.4.4Care and Support PlanningJuly 16, 2025
  5. 4.4.5Direct PaymentsJuly 16, 2025
  6. 4.4.6Individual Service FundsJanuary 24, 2023
  7. 4.4.7Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetDecember 3, 2024
  8. 4.4.8Arranging Support and ServicesDecember 3, 2024

4.5Reviewing Support and Services

  1. 4.5.1Legal Requirements of a Care and Support Plan Review and ToolsJuly 16, 2025
  2. 4.5.2Preparing to Carry out a Care and Support Plan ReviewJuly 16, 2025
  3. 4.5.3Monitoring Urgent or Interim Support and ServicesDecember 3, 2024
  4. 4.5.4The Full Review ConversationDecember 3, 2024
  5. 4.5.5The Light Touch Review ConversationDecember 3, 2024
  6. 4.5.6Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordJuly 16, 2025
  7. 4.5.7Actions Following a Care and Support Plan ReviewJuly 16, 2025
  8. 4.5.8Reviewing a Direct Payment

5.Carers Procedures

5.1Contact and Referral

  1. 5.1.1Receiving a Contact or ReferralJuly 16, 2025
  2. 5.1.2Deciding the Outcome of a Contact or Referral (Carers)July 16, 2025
  3. 5.1.3Actions and Next Steps (Carers)December 3, 2024

5.2Establishing Needs

  1. 5.2.1Introduction, Legal Requirements and Tools (Carers)July 18, 2024
  2. 5.2.2Preparing to Establish Needs (Carers)July 18, 2024
  3. 5.2.3The Skilled Conversation (Carers)December 3, 2024
  4. 5.2.4Agreeing Needs and Making a Formal Record (Carers)April 12, 2022
  5. 5.2.5Understanding and Applying Eligibility Criteria (Carers)July 16, 2025
  6. 5.2.6Communicating the Outcome and Next Steps (Carers)January 24, 2024

5.3Meeting Needs

  1. 5.3.1Carers Local ResourcesDecember 3, 2024

5.4Reviewing Support and Services

  1. 5.4.1Carers Local ResourcesDecember 3, 2024
  2. 5.4.2The Full Review Conversation (Carers)July 16, 2025
  3. 5.4.3The Light Touch Review Conversation (Carers)December 3, 2024

6.Transition to Adulthood

6.1The Transition Enablement Team

  1. 6.1.1About the Transition Enablement TeamJanuary 24, 2024

6.2Deciding Whether to Start Transition

  1. 6.2.1Deciding Whether to Start TransitionJuly 18, 2023
  2. 6.2.2Deciding Whether to Start Carers TransitionNovember 3, 2021
  3. 6.2.3Recording the Decision and Next StepsNovember 3, 2021

6.3Child's Needs Assessment

  1. 6.3.1Introduction, Legal Requirements and Tools (Child's Needs Assessment)July 18, 2024
  2. 6.3.2Preparing to Establish Needs (Child's Needs Assessment)July 18, 2024
  3. 6.3.3The Skilled Conversation (Child's Needs Assessment)December 3, 2024
  4. 6.3.4Agreeing Needs, Making a Formal Record and Next Steps (Child's Needs Assessment)January 24, 2024

6.4Carer's Transition Assessments

  1. 6.4.1Introduction, Legal Requirements and Tools (Carer's Transition)July 18, 2024
  2. 6.4.2Preparing to Establish the Needs of Parent CarersJuly 18, 2024
  3. 6.4.3Preparing to Establish the Needs of Young CarersJuly 18, 2024
  4. 6.4.4The Skilled Conversation (Parent Carers)September 27, 2021
  5. 6.4.5The Skilled Conversation (Young Carers)December 3, 2024
  6. 6.4.6Agreeing Needs, Making a Formal Record and Next Steps (Carer's Transition)July 18, 2024

6.5Transition Planning and Review

  1. 6.5.1Setting an Indicative Budget (Transition to Adult Care and Support)November 9, 2021
  2. 6.5.2The Transition PlanJanuary 24, 2024
  3. 6.5.3Reviewing a Transition PlanJuly 18, 2024
  4. 6.5.4Reviewing an Education, Health and Care Plan (from 18 years)July 22, 2022

7.Reablement

7.1Contact and Referral

  1. 7.1.1Receiving a Contact or ReferralJuly 16, 2025
  2. 7.1.2Deciding the Outcome of a Contact or Referral (Reablement)December 3, 2024
  3. 7.1.3Actions and Next Steps (Reablement)December 3, 2024

7.2Establishing Needs

  1. 7.2.1Introduction, Purpose and Tools (Reablement)July 18, 2024
  2. 7.2.2Preparing to Establish Needs (Reablement)December 3, 2024
  3. 7.2.3The Skilled Conversation (Reablement)December 3, 2024
  4. 7.2.4Agreeing Needs, Making a Formal Record and Next Steps (Reablement)April 12, 2022

7.3Meeting Needs

  1. 7.3.1The Reablement PlanJuly 16, 2025
  2. 7.3.2Arranging the Reablement ServiceJuly 18, 2024

7.4Monitoring and Reviewing Reablement

  1. 7.4.1Monitoring ReablementJanuary 24, 2024
  2. 7.4.2Monitoring Actions (Reablement)January 24, 2024
  3. 7.4.3The Reablement ReviewDecember 3, 2024
  4. 7.4.4Deciding the Outcome of a Reablement Review and Making a Formal RecordDecember 20, 2022
  5. 7.4.5Actions Following a Reablement ReviewJuly 18, 2024

8.Equipment and Adaptations

8.1Contact and Referral

  1. 8.1.1Receiving a Contact or ReferralJuly 16, 2025
  2. 8.1.2Deciding the Outcome of a Contact or Referral (Occupational Therapy)July 16, 2025
  3. 8.1.3Actions and Next Steps (Occupational Therapy)July 16, 2025

8.2Establishing Needs

  1. 8.2.1Introduction, Legal Requirements and Tools (Occupational Therapy)July 18, 2024
  2. 8.2.2Preparing to Establish Needs (Occupational Therapy)December 3, 2024
  3. 8.2.3The Skilled Conversation (Occupational Therapy)December 3, 2024
  4. 8.2.4Agreeing Needs, Making a Formal Record and Next Steps (Occupational Therapy)July 18, 2024
  5. 8.2.5Establishing Likely Eligibility for a Disabled Facilities GrantJuly 18, 2023
  6. 8.2.6Understanding and Applying Eligibility Criteria (Occupational Therapy)July 16, 2025
  7. 8.2.7Communicating the Outcome and Next Steps (Occupational Therapy)July 18, 2024

8.3Meeting Needs

  1. 8.3.1Establishing Ordinary Residence (Occupational Therapy)September 28, 2021
  2. 8.3.2Requesting a Financial AssessmentDecember 3, 2024
  3. 8.3.3Applying for a Disabled Facilities GrantJanuary 24, 2024
  4. 8.3.4The Outcome of the Disabled Facilities Grant Application and Next StepsNovember 3, 2021
  5. 8.3.5Providing EquipmentJuly 16, 2025
  6. 8.3.6Equipment in a Care HomeJuly 18, 2024
  7. 8.3.7Providing Direct SupportJuly 18, 2024

8.4Monitoring and Review

  1. 8.4.1Monitoring and ReviewNovember 3, 2021

9.Continuing Healthcare (CHC)

  1. 9.0.1NHS Continuing Healthcare ProcedureJuly 16, 2025
  2. 9.0.2NHS-funded Nursing Care Procedure (FNC)July 18, 2024
  3. 9.0.3Joint Packages of Health and Social CareDecember 3, 2024

10.The Mental Capacity Act 2005 Resource and Practice Toolkit

  1. 10.0.1The Mental Capacity Act 2005 Resource and Practice Toolkit

11.Deprivation of Liberty

  1. 11.0.1Recognising and Responding to Deprivations of LibertyJuly 16, 2025
  2. 11.0.2Deprivation of Liberty Safeguards ProcedureJuly 16, 2025

12.Support to Manage Financial Affairs

  1. 12.0.1Deputyship and Financial AffairsJuly 16, 2025

13.Functions under the Mental Health Act

  1. 13.0.1Understanding the Mental Health Act 1983July 16, 2025
  2. 13.0.2Community Mental Health FrameworkJanuary 24, 2024
  3. 13.0.3AMHP ServiceDecember 3, 2024
  4. 13.0.4Social Circumstances ReportJuly 18, 2024
  5. 13.0.5Section 117 AftercareJuly 18, 2024

14.Specialist Procedures

  1. 14.0.1Ordinary Residence ProcedureJanuary 24, 2024
  2. 14.0.2End of Life Procedures and Practice GuidanceJuly 16, 2025
  3. 14.0.3Legal ServicesNovember 22, 2021
  4. 14.0.4Protecting Moveable PropertyJuly 16, 2025
  5. 14.0.5Debt Respite Scheme (Breathing Spaces) ProcedureJuly 16, 2025
  6. 14.0.6No Recourse to Public Funds (NRPF)July 16, 2025
  7. 14.0.7Prisons and Approved PremisesJuly 16, 2025
  8. 14.0.8Acting as an Appropriate AdultJuly 16, 2025
  9. 14.0.9Housing and HomelessnessJuly 16, 2025

15.Commissioning

  1. 15.0.1CommissioningJuly 18, 2023
  2. 15.0.2Continuity of Care ArrangementsJuly 18, 2024
  3. 15.0.3Cross Border PlacementsJuly 18, 2024
  4. 15.0.4Service Interruptions and Provider FailureJuly 18, 2024

Last Updated: December 1, 2025

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