Amendments

In February 2025, this new chapter was added to the Universal Procedures section.

In February 2025, 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.

In February 2025, this chapter was amended to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource section ‘Meeting Needs’.

In February 2025, Section 5, How to Contact the Service, was updated to clarify that a request for a Mental Health Act assessment should be made at the earliest possible opportunity.

In February 2025, this chapter was amended to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource section ‘Meeting Needs’.

In February 2025, Section 8, Good Information and Advice and Prevention was updated to include information about carers leave.

In February 2025, Section 3, Principles of Good Recording was updated to include links to resources that support anti-discriminatory recording.

In February 2025, information about fixed costs and Deputy renumeration was updated in Section 5, Exploring all Available Options. Information about Sibstar was added to Section 2, Identifying Support Needs.

In February 2025, the link to SCIE: Equality Act 2010 – overview for social care was removed in Section 6, Further Information and Guidance, as the page is no longer available.

In February 2025, Section 1, Maintaining Confidentiality about a Person or Carer was amended to clarify that the Data Protection Act 2018 and UK GDPR do not prevent the sharing of information for safeguarding purposes.

In February 2025, this chapter has been updated following a full tri.x legal review.

In February 2025, 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.

In February 2025, this chapter was amended to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource section ‘Meeting Needs’.

In February 2025, this chapter was amended to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource section ‘Meeting Needs’.

In February 2025, information about prepaid cards was added into Section 1, What is a Direct Payment.

In February 2025, 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.

In February 2025, 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).

In February 2025, this chapter was amended to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource section ‘Meeting Needs’.

In February 2025, 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. The link to the ADASS Priority Tool for Deprivation of Liberty Requests was updated in Section 5, Receiving a Standard Authorisation Request.

In February 2025, 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.   

In February 2025, Section 11, Meeting Needs and Review was updated 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 added to the Section 117 Aftercare chapter.

In February 2025, a full tri.x review of the chapter, Protecting Moveable Property and Belongings was carried out. The chapter was renamed, and all content was updated. This included incorporating amendments made to the Care Act 2014 Resource chapter, Protecting Property of Adults being Cared for Away from Home following a recent full legal review.

In February 2025, 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 8, Good Information and Advice and Prevention was updated to include information about carers leave.

In February 2025, this chapter was amended to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource section ‘Meeting Needs’.

In February 2025, this chapter was amended to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource section ‘Meeting Needs’.

In February 2025, Section 8, Good Information and Advice and Prevention was updated to include information about carers leave.

In February 2025, this chapter was amended to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource section ‘Meeting Needs’.

In August 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’.   

In August 2024, text amendments were made to 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’.

In August 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. And minor text amendments were made. 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’.

In August 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’.

In August 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’.   

In August 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’.

In August 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’.   

In August 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’.

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

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

In August 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’.

In August 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’.  

In August 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’.

In August 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. And minor text amendments. 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’.

In August 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).

In August 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’.

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

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

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

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

In August 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’.

In August 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’.

In August 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.

In August 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.

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

In August 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.

In August 2024, text amendments were 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’.

In August 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’.

In August 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’.  

In August 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.

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

In August 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 2024 Resource section C‘harging and Assessing Financial Resources’.

This chapter has been replaced with an updated version following a full review. This new version reflects feedback following a full tri.x legal review of the Care Act 2014 Resource section Direct Payments.

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

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

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

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

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

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

Section 3, Ordinary Residence was updated in February 2024 to reflect the Supreme Court judgement R (Worcestershire County Council) v Secretary of State for Health and Social Care [2023] UKSC 31.

This chapter was added in February 2024.

In February 2024, a link to the 'Supporting Migrants Lacking Mental Capacity in Relation to Immigration Matters' guidance 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 e-mail address was also updated.

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

In February 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.

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

In February 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.

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

In August 2023, this chapter was fully reviewed and refreshed and a link to the new Section 117 Aftercare chapter.  

In August 2023, a broken link in Section 1, Using this Procedure was fixed.

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

This new chapter has been added in August 2023 to the Universal Procedures. The information previously sat in the chapter ‘Actions and Next Steps’ but has been relocated.

In August 2023, a broken link in Section 3.1, When DFG eligibility is likely to be met was fixed.

In August 2023, this chapter was refreshed. This included adding clarity about state imputability and adding 2 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 chapter Liberty Protection Safeguards Procedure was deleted.

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

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

In August 2023, this new chapter was added to the Mental Health Section. At the same time, the Care Programme Approach chapter has been deleted as the CPA has been superseded by the Community Mental Health Framework.

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

In August 2023, this chapter was fully reviewed and refreshed. This included adding clarity about 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’.

In August 2023, Section 10, Advance Care Planning was refreshed to include information about the Universal Principles of Advance Care Planning’.   

In August 2023, a broken link in Section 1, When to use this Procedure was fixed.

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

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

In August 2023, information from this procedure relating to providing information about a person / carer has been used to create a new standalone chapter in the Universal Procedures section.

Section 5, Arranging the Review and Preparing the Carer was revised in February 2023 to better clarify the statutory requirements around the frequency in which Support Plans should be reviewed.

Section 14, Deciding how the Plan will be Reviewed and Monitored was revised in February 2023 to better clarify the statutory requirements around the frequency in which Care and Support Plans should be reviewed.

Section 5, Arranging the Review and Preparing the Person was revised in February 2023 to better clarify the statutory requirements around the frequency in which Care and Support Plans should be reviewed.

Section 2, A Brief Introduction to Social Circumstances Reports was updated in February 2023 to clarify who can complete a Social Circumstances Report. Section 6, Writing the Report was updated to include links to the HM Courts & Tribunals Service forms.

Section 3, Legal Requirements of Review and Section 6, Responding to a Review Request were both revised in February 2023 to better clarify the statutory requirements around the frequency in which Support Plans should be reviewed.

In February 2023, this new procedure was added to the Universal Procedures section. Relevant links to it were also added.

Section 2, Deciding the Timeframe for the Next Review was revised in February 2023 to better clarify the statutory requirements around the frequency in which Care and Support Plans should be reviewed.

Section 2, Deciding the Timeframe for the Next Review was revised in February 2023 to better clarify the statutory requirements around the frequency in which Support Plans should be reviewed.

Section 3, Legal Requirements of Review and Section 6, Responding to a Review Request were both revised in February 2023 to better clarify the statutory requirements around the frequency in which Care and Support Plans should be reviewed.

Section 14, Deciding how the Plan will be Reviewed and Monitored was revised in February 2023 to better clarify the statutory requirements around the frequency in which Support Plans should be reviewed.

In February 2023, all occurrences of Clinical Commissioning Groups/CCG’s across the tri.x site were replaced by Integrated Care Boards/ICBs. This change was made to reflect changes introduced by the Health and Care Act 2022. This change affected multiple procedures.

In February 2023, information was added into Section 6, Making a Deputyship Application. This information explains the Court's requirement for 3 respondents.