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Amendments

2024

May 2024

Introduction, Legal Requirements and Tools (Occupational Therapy)

In May 2024, text amendments were made to the section 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.

Arranging Support and Services

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

Service Interruptions and Provider Failure

In May 2024, minor text amendments were made to Section 3, Failure of a Regulated Provider. These amendments 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.

Continuity of Care Arrangements

In May 2024, text amendments was made to Section 1, An Introduction to Continuity of Care Arrangements. These amendments 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.

Joint Packages of Health and Social Care

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

Preparing to Establish Needs (Occupational Therapy)

In May 2024, text amendments were made to the section 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.

NHS Continuing Healthcare Procedure

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

Requesting a Financial Assessment

In May 2024, text amendments were made to reflect changes made to the chapter Financial Assessment.

NHS-funded Nursing Care Procedure (FNC)

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

Recognising and Responding to Deprivations of Liberty

In May 2024, relevant text amendments were 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 May 2024, twitter was changed to X (formerly twitter).

Deputyship and Financial Affairs

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

Receiving a Contact or Referral

In May 2024, a new section was added: Identifying Carers. In addition, a grammar error in Section 3, Receiving a Referral.

The Transition Plan

In May 2024, 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.

Prisons and Approved Premises

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

Preparing to Establish Needs

In May 2024, text amendments were made to the section Arranging the Assessment and Preparing the Person. These amendments 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, Purpose and Tools (Reablement)

In May 2024, text amendments were made to the section 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 Carry out a Care and Support Plan Review

In May 2024, text amendments were made to the section 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.

Ordinary Residence Procedure

In May 2024, a link to the Section 117 Aftercare chapter on Ordinary Residence was added.

Preparing to Establish Needs (Reablement)

In May 2024, text amendments were made to the section Arranging the Assessment and Preparing the Person. These amendments 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.

Deprivation of Liberty Safeguards Procedure

In May 2024, relevant text amendments were 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.

Financial Assessment

In May 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 ‘Charging and Assessing Financial Resources’.

Understanding and Applying Eligibility Criteria

In May 2024, minor text amendments were made to the section 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.

Understanding and Applying Eligibility Criteria (Occupational Therapy)

In May 2024, minor text amendments were made to the section 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.

Equality, Diversity and Human Rights

In May 2024, this new chapter was added to the Universal Procedures section.

No Recourse to Public Funds (NRPF)

In May 2024, 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.

Section 117 Aftercare

In May 2024, a scope box was 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).

Introduction, Legal Requirements and Tools

In May 2024, text amendments were made to the section 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 Reablement Review

In May 2024, text amendments were made to the section 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.

Social Circumstances Report

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

Acting as an Appropriate Adult

In May 2024, this new chapter was added to the Specialist Procedures section.

Preparing to Establish Needs (Child's Needs Assessment)

In May 2024, text amendments were made to the section 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.

Preparing to Establish the Needs of Parent Carers

In May 2024, text amendments were made to the section 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 Carry out a Support Plan Review

In May 2024, text amendments were made to the section 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.

Introduction, Legal Requirements and Tools (Carers)

In May 2024, text amendments were made to the section 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 the Needs of Young Carers

In May 2024, text amendments were made to the section Arranging the Assessment and Preparing the Young Carer. These amendmentss 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 May 2024, text amendments were made to the section 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.

Understanding and Applying Eligibility Criteria (Carers)

In May 2024, minor text amendments were made to the section Applying the Eligibility Criteria. These amendments 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.

2023

November 2023

End of Life Procedures and Practice Guidance

Section 10, Advance Care Planning was refreshed in November 2023 to include information about the Universal Principles of Advance Care Planning.

No Recourse to Public Funds (NRPF)

In November 2023, this chapter was refreshed throughout and amended to reflect changes to the immigration status requirements for people from EEA countries. A link to 'Supporting Migrants Lacking Mental Capacity in Relation to Immigration Matters' was also added to Section 1, Using this Procedure and Further Guidance.

Actions and Next Steps (Carers)

In November 2023, information about the Caldicott Principles was added into the 'Providing Information about a Carer' section.

Deciding the Outcome of a Contact or Referral (Reablement)

In November 2023, the 'Ordinary Residence' section was reviewed and refreshed.

Deciding the Outcome of a Contact or Referral (Carers)

Deciding the Outcome of a Care and Support Plan Review

Deciding the Outcome of a Contact or Referral

Deciding the Outcome of a Contact or Referral (Hospital Social Work Teams)

Deciding the Outcome of a Contact or Referral (Community Access Team)

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

Understanding the Mental Health Act 1983

In November 2023, this new chapter was added into the 'Mental Health Teams' section.

Community Mental Health Framework

Deprivation of Liberty Safeguards Procedure

In November 2023, this chapter was fully reviewed and refreshed. This included providing greater clarity on state imputability and adding two new sections: Section 15, Challenging an Authorisation using Section 21A and Section 16, The Future of the Deprivation of Liberty Safeguards. At the same time, the Liberty Protection Safeguards chapter was deleted.

Deputyship and Financial Affairs

In November 2023, this chapter was fully reviewed and refreshed.

NHS Continuing Healthcare Procedure

Joint Packages of Health and Social Care

NHS-funded Nursing Care Procedure (FNC)

Actions and Next Steps (Occupational Therapy)

In November 2023, information about the Caldicott Principles was added into the 'Providing Information about a Person' section.

Actions and Next Steps (Review Team)

Actions and Next Steps (Hospital Social Work Teams)

Actions and Next Steps

Actions and Next Steps (Complex Care and Review Team)

Actions and Next Steps (Home Assessment Team)

Contact and Referral Adult Care and Support Procedures

Actions and Next Steps (Reablement)

Actions and Next Steps (Community Access Team)

In November 2023, information about the Caldicott Principles was added into the 'Providing Information about a Person/Carer' section.

Recognising and Responding to Deprivations of Liberty

In November 2023, this chapter was fully reviewed and refreshed. This included adding clarity around state imputability, moving information about Best Interests into Section 6, Applying to the Court, adding information about the National Deprivation of Liberty Court. A new Section 8, Challenging a DoLS Authorisation using Section 21A was also added.

Section 117 Aftercare

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

Providing Information about a Person or Carer

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

Ordinary Residence Procedure

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

Debt Respite Scheme (Breathing Spaces) Procedure

In November 2023, 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.