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4.Safeguarding Adults
- 4.0.1Safeguarding AdultsDecember 9, 2025
5.Financial Assessment
- 5.0.1Financial AssessmentDecember 9, 2025
6.Frequently Used Procedures
- 6.0.1Commissioning and Brokerage ProceduresAugust 18, 2023
- 6.0.2Direct PaymentsDecember 9, 2025
- 6.0.3Technology Enabled CareDecember 9, 2025
7.Universal Procedures (used by all teams)
- 7.0.1Equality, Diversity and Human RightsDecember 9, 2025
- 7.0.2Recording and Keeping RecordsDecember 9, 2025
- 7.0.3Providing Information about a Person or CarerDecember 9, 2025
- 7.0.4Professional CuriosityDecember 9, 2025
- 7.0.5Urgent or Interim SupportDecember 9, 2024
- 7.0.6Risk AssessmentDecember 9, 2025
- 7.0.7Lone WorkingJune 17, 2024
- 7.0.8Joint WorkJune 17, 2024
- 7.0.9Recognising and Responding to Deprivations of LibertyJune 17, 2025
- 7.0.10Social Media (use of)December 9, 2025
- 7.0.11Storage of Data on Practitioners' Mobile DevicesDecember 9, 2025
- 7.0.12Interpreter and Translation ServicesDecember 9, 2025
- 7.0.13Death of a Person or CarerJune 17, 2025
8.Specialist Procedures
- 8.0.1Individual Service FundsJune 17, 2024
- 8.0.2Client Affairs and Deputyship ProcedureJune 17, 2025
- 8.0.3Debt Respite Scheme (Breathing Spaces) ProcedureDecember 9, 2025
- 8.0.4Housing and HomelessnessJune 17, 2025
- 8.0.5Minor Works and Low Level EquipmentAugust 18, 2023
- 8.0.6Joint Packages of Health and Social CareDecember 9, 2024
- 8.0.7Co-productionDecember 9, 2025
- 8.0.8NHS Continuing Healthcare ProcedureDecember 9, 2025
- 8.0.9NHS-funded Nursing Care Procedure (FNC)June 17, 2024
- 8.0.10End of Life Procedures and Practice GuidanceJune 17, 2025
- 8.0.11Legal ServicesJune 17, 2024
- 8.0.12Ordinary Residence ProcedureDecember 9, 2024
- 8.0.13Continuity of Care ArrangementsJune 17, 2024
- 8.0.14Cross Border PlacementsJune 17, 2025
- 8.0.15Protecting Moveable PropertyJune 17, 2025
- 8.0.16Service Interruptions and Provider FailureJune 17, 2024
- 8.0.17No Recourse to Public Funds (NRPF)December 9, 2025
- 8.0.18Prisons and Approved PremisesDecember 9, 2025
- 8.0.19Acting as an Appropriate AdultDecember 9, 2025
- 8.0.20Understanding the Mental Health Act 1983June 17, 2025
- 8.0.21Social Circumstances ReportJune 17, 2024
- 8.0.22Section 117 AftercareJune 17, 2024
- 8.0.23Community Mental Health FrameworkAugust 16, 2023
- 8.0.24Working Effectively with Parents and Children's ServicesDecember 9, 2025
9.Social Care Direct
- 9.0.1Receiving a Contact or Written ReferralJune 17, 2025
- 9.0.2Deciding the Outcome of a Contact or Written Referral (Social Care Direct)December 9, 2025
- 9.0.3Actions and Next StepsJune 17, 2025
10.Triage
- 10.0.1Receiving a Contact or Referral (Triage)June 17, 2025
- 10.0.2Deciding the Outcome of a Contact or Referral (Triage)December 9, 2025
- 10.0.3Actions and Next StepsJune 17, 2025
- 10.0.4Monitoring Urgent or Interim Support and Services (Triage)June 17, 2024
- 10.0.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordDecember 9, 2024
- 10.0.6Actions Following a Care and Support Plan ReviewDecember 9, 2025
11.1Contact and Referral
- 11.1.1Receiving a Contact or Written ReferralJune 17, 2025
- 11.1.2Deciding the Outcome of a Contact or ReferralDecember 9, 2025
- 11.1.3Actions and Next StepsJune 17, 2025
11.2Establishing Needs
- 11.2.1Introduction, Legal Requirements and ToolsJune 17, 2024
- 11.2.2Preparing to Establish NeedsJune 17, 2025
- 11.2.3The Skilled ConversationDecember 9, 2025
- 11.2.4Agreeing Needs and Making a Formal RecordJune 17, 2024
- 11.2.5Understanding and Applying Eligibility CriteriaDecember 9, 2025
- 11.2.6Communicating the Outcome and Next StepsDecember 9, 2025
11.3Meeting Needs
- 11.3.1Establishing Ordinary ResidenceJune 17, 2025
- 11.3.2Requesting a Financial AssessmentJune 17, 2024
- 11.3.3Setting an Indicative BudgetJune 17, 2024
- 11.3.4Care and Support PlanningDecember 9, 2025
- 11.3.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetDecember 9, 2024
- 11.3.6Arranging Support and ServicesDecember 9, 2024
11.4Reviewing Support and Services
- 11.4.1Legal Requirements of a Care and Support Plan Review and ToolsDecember 9, 2024
- 11.4.2Preparing to Carry out a Care and Support Plan ReviewDecember 9, 2025
- 11.4.3The Review ConversationDecember 9, 2025
- 11.4.4Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordDecember 9, 2024
- 11.4.5Actions Following a Care and Support Plan ReviewDecember 9, 2025
- 11.4.6Monitoring Urgent or Interim Support and ServicesJune 17, 2024
- 11.4.7Reviewing a Direct Payment
12.1Contact and Referral
- 12.1.1Receiving a Contact or Written ReferralJune 17, 2025
- 12.1.2Deciding the Outcome of a Contact or Referral (Learning Disabilities)December 9, 2025
- 12.1.3Actions and Next StepsJune 17, 2025
12.2Establishing Needs
- 12.2.1Introduction, Legal Requirements and ToolsJune 17, 2024
- 12.2.2Preparing to Establish NeedsJune 17, 2025
- 12.2.3The Skilled ConversationDecember 9, 2025
- 12.2.4Agreeing Needs and Making a Formal RecordJune 17, 2024
- 12.2.5Understanding and Applying Eligibility CriteriaDecember 9, 2025
- 12.2.6Communicating the Outcome and Next StepsDecember 9, 2025
12.3Meeting Needs
- 12.3.1Establishing Ordinary ResidenceJune 17, 2025
- 12.3.2Requesting a Financial AssessmentJune 17, 2024
- 12.3.3Setting an Indicative BudgetJune 17, 2024
- 12.3.4Care and Support PlanningDecember 9, 2025
- 12.3.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetDecember 9, 2024
- 12.3.6Arranging Support and ServicesDecember 9, 2024
12.4Reviewing Support and Services
- 12.4.1Legal Requirements of a Care and Support Plan Review and ToolsDecember 9, 2024
- 12.4.2Preparing to Carry out a Care and Support Plan ReviewDecember 9, 2025
- 12.4.3The Review ConversationDecember 9, 2025
- 12.4.4Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordDecember 9, 2024
- 12.4.5Actions Following a Care and Support Plan ReviewDecember 9, 2025
- 12.4.6Monitoring Urgent or Interim Support and ServicesJune 17, 2024
- 12.4.7Reviewing an Education, Health and Care Plan (from 18 years)December 9, 2025
- 12.4.8Reviewing a Direct Payment
13.1Deciding Whether to Start Transition
- 13.1.1Deciding Whether to Start TransitionApril 24, 2023
- 13.1.2Deciding Whether to Start Carers TransitionNovember 3, 2021
- 13.1.3Recording the Decision and Next StepsNovember 3, 2021
13.2Child's Needs Assessment
- 13.2.1Introduction, Legal Requirements and Tools (Child's Needs Assessment)January 31, 2024
- 13.2.2Preparing to Establish Needs (Child's Needs Assessment)June 17, 2025
- 13.2.3The Skilled Conversation (Child's Needs Assessment)December 9, 2025
- 13.2.4Agreeing Needs, Making a Formal Record and Next Steps (Child's Needs Assessment)December 9, 2025
13.3Carer's Transition Assessments
- 13.3.1Introduction, Legal Requirements and Tools (Carer's Transition)January 31, 2024
- 13.3.2Preparing to Establish the Needs of Parent CarersJanuary 31, 2024
- 13.3.3Preparing to Establish the Needs of Young CarersJanuary 31, 2024
- 13.3.4The Skilled Conversation (Parent Carers)September 27, 2021
- 13.3.5The Skilled Conversation (Young Carers)December 9, 2025
- 13.3.6Agreeing Needs, Making a Formal Record and Next Steps (Carer's Transition)December 9, 2024
13.4Transition Planning and Review
- 13.4.1Setting an Indicative Budget (Transition to Adult Care and Support)November 9, 2021
- 13.4.2The Transition PlanNovember 13, 2023
- 13.4.3Reviewing a Transition PlanJanuary 31, 2024
- 13.4.4Adult Care and Support FunctionsJune 17, 2024
15.Review Team
15.1Contact and Review Requests
- 15.1.1Receiving a Contact or Review RequestDecember 9, 2025
- 15.1.2Deciding the Outcome of a Contact or Review RequestDecember 9, 2025
- 15.1.3Actions and Next StepsJune 17, 2025
15.2Reviewing Support and Services
- 15.2.1Legal Requirements of a Care and Support Plan Review and ToolsDecember 9, 2024
- 15.2.2Preparing to Carry out a Care and Support Plan ReviewDecember 9, 2025
- 15.2.3The Review ConversationDecember 9, 2025
- 15.2.4Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordDecember 9, 2024
- 15.2.5Actions Following a Care and Support Plan ReviewDecember 9, 2025
- 15.2.6Monitoring Urgent or Interim Support and ServicesJune 17, 2024
- 15.2.7Reviewing a Direct Payment
15.3Establishing Needs
- 15.3.1Introduction, Legal Requirements and ToolsJune 17, 2024
- 15.3.2Preparing to Establish NeedsJune 17, 2025
- 15.3.3The Skilled ConversationDecember 9, 2025
- 15.3.4Agreeing Needs and Making a Formal RecordJune 17, 2024
- 15.3.5Understanding and Applying Eligibility CriteriaDecember 9, 2025
- 15.3.6Communicating the Outcome and Next StepsDecember 9, 2025
15.4Meeting Needs
- 15.4.1Requesting a Financial AssessmentJune 17, 2024
- 15.4.2Setting an Indicative BudgetJune 17, 2024
- 15.4.3Care and Support PlanningDecember 9, 2025
- 15.4.4Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetDecember 9, 2024
- 15.4.5Arranging Support and ServicesDecember 9, 2024
16.1Contact and Referral
- 16.1.1Receiving a Contact or Written ReferralJune 17, 2025
- 16.1.2Deciding the Outcome of a Contact or Referral (Hospital Team)December 9, 2025
- 16.1.3Actions and Next StepsJune 17, 2025
16.2Discharge to Assess (Home First)
- 16.2.1Discharge to Assess (Home First)June 17, 2024
- 16.2.2Monitoring Urgent or Interim Support and ServicesJune 17, 2024
16.3Establishing Needs
- 16.3.1Introduction, Legal Requirements and ToolsJune 17, 2024
- 16.3.2Preparing to Establish NeedsJune 17, 2025
- 16.3.3The Skilled ConversationDecember 9, 2025
- 16.3.4Agreeing Needs and Making a Formal RecordJune 17, 2024
- 16.3.5Understanding and Applying Eligibility CriteriaDecember 9, 2025
- 16.3.6Communicating the Outcome and Next StepsDecember 9, 2025
16.4Meeting Needs
- 16.4.1Establishing Ordinary ResidenceJune 17, 2025
- 16.4.2Requesting a Financial AssessmentJune 17, 2024
- 16.4.3Setting an Indicative BudgetJune 17, 2024
- 16.4.4Care and Support PlanningDecember 9, 2025
- 16.4.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetDecember 9, 2024
- 16.4.6Arranging Support and ServicesDecember 9, 2024
16.5Reviewing Support and Services
- 16.5.1Legal Requirements of a Care and Support Plan Review and ToolsDecember 9, 2024
- 16.5.2Preparing to Carry out a Care and Support Plan ReviewDecember 9, 2025
- 16.5.3The Review ConversationDecember 9, 2025
- 16.5.4Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordDecember 9, 2024
- 16.5.5Actions Following a Care and Support Plan ReviewDecember 9, 2025
- 16.5.6Reviewing a Direct Payment
17.Reablement
17.1Contact and Referral
- 17.1.1Receiving a Contact or Written ReferralJune 17, 2025
- 17.1.2Deciding the Outcome of a Contact or Referral (Reablement)December 9, 2025
- 17.1.3Actions and Next StepsJune 17, 2025
17.2Establishing Needs
- 17.2.1Introduction, Purpose and Tools (Reablement)June 17, 2024
- 17.2.2Preparing to Establish Needs (Reablement)June 17, 2025
- 17.2.3The Skilled Conversation (Reablement)December 9, 2025
- 17.2.4Agreeing Needs, Making a Formal Record and Next Steps (Reablement)December 9, 2025
17.3Meeting Needs
- 17.3.1The Reablement PlanDecember 9, 2025
- 17.3.2Arranging the Reablement ServiceJune 17, 2024
17.4Monitoring and Reviewing Reablement
- 17.4.1Monitoring ReablementNovember 13, 2023
- 17.4.2Monitoring Actions (Reablement)December 9, 2025
- 17.4.3The Reablement ReviewJune 17, 2025
- 17.4.4Deciding the Outcome of a Reablement Review and Making a Formal RecordJune 17, 2024
- 17.4.5Actions Following a Reablement ReviewDecember 9, 2025
18.Brokerage Team Procedures
- 18.0.1Brokerage Team ProceduresJune 17, 2024
19.1Contact and Referral
- 19.1.1Receiving a Contact or Written ReferralJune 17, 2025
- 19.1.2Deciding the Outcome of a Contact or Referral (Occupational Therapy)December 9, 2025
- 19.1.3Actions and Next StepsJune 17, 2025
19.2Establishing Needs
- 19.2.1Introduction, Legal Requirements and Tools (Occupational Therapy)June 17, 2024
- 19.2.2Preparing to Establish Needs (Occupational Therapy)June 17, 2025
- 19.2.3The Skilled Conversation (Occupational Therapy)December 9, 2025
- 19.2.4Agreeing Needs, Making a Formal Record and Next Steps (Occupational Therapy)December 9, 2025
- 19.2.5Establishing Likely Eligibility for a Disabled Facilities GrantJune 17, 2024
- 19.2.6Understanding and Applying Eligibility Criteria (Occupational Therapy)December 9, 2025
- 19.2.7Communicating the Outcome and Next Steps (Occupational Therapy)December 9, 2025
19.3Meeting Needs
- 19.3.1Establishing Ordinary Residence (Occupational Therapy)September 28, 2021
- 19.3.2Requesting a Financial AssessmentJune 17, 2024
- 19.3.3Applying for a Disabled Facilities GrantOctober 15, 2023
- 19.3.4The Outcome of the Disabled Facilities Grant Application and Next StepsNovember 3, 2021
- 19.3.5Providing EquipmentJune 17, 2025
- 19.3.6Equipment in a Care HomeJune 17, 2025
- 19.3.7Providing Direct SupportJune 17, 2025
19.4Monitoring and Review
- 19.4.1Monitoring and ReviewDecember 9, 2025
20.1Contact and Referral
- 20.1.1Receiving a Contact or Written ReferralJune 17, 2025
- 20.1.2Deciding the Outcome of a Contact or Referral (Mental Health)December 9, 2025
- 20.1.3Actions and Next StepsJune 17, 2025
20.2Establishing Needs
- 20.2.1Introduction, Legal Requirements and ToolsJune 17, 2024
- 20.2.2Preparing to Establish NeedsJune 17, 2025
- 20.2.3The Skilled ConversationDecember 9, 2025
- 20.2.4Agreeing Needs and Making a Formal RecordJune 17, 2024
- 20.2.5Understanding and Applying Eligibility CriteriaDecember 9, 2025
- 20.2.6Communicating the Outcome and Next StepsDecember 9, 2025
20.3Meeting Needs
- 20.3.1Establishing Ordinary ResidenceJune 17, 2025
- 20.3.2Requesting a Financial AssessmentJune 17, 2024
- 20.3.3Setting an Indicative BudgetJune 17, 2024
- 20.3.4Care and Support PlanningDecember 9, 2025
- 20.3.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetDecember 9, 2024
- 20.3.6Arranging Support and ServicesDecember 9, 2024
20.4Reviewing Support and Services
- 20.4.1Legal Requirements of a Care and Support Plan Review and ToolsDecember 9, 2024
- 20.4.2Preparing to Carry out a Care and Support Plan ReviewDecember 9, 2025
- 20.4.3The Review ConversationDecember 9, 2025
- 20.4.4Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordDecember 9, 2024
- 20.4.5Actions Following a Care and Support Plan ReviewDecember 9, 2025
- 20.4.6Monitoring Urgent or Interim Support and ServicesJune 17, 2024
- 20.4.7Reviewing a Direct Payment
20.5Functions under the Mental Health Act
- 20.5.1Understanding the Mental Health Act 1983June 17, 2025
- 20.5.2Social Circumstances ReportJune 17, 2024
- 20.5.3Section 117 AftercareJune 17, 2024
- 20.5.4Community Mental Health FrameworkAugust 16, 2023
- 20.5.5AMHP ProcedureJune 17, 2025
21.DoLS Team
- 21.0.1Deprivation of Liberty Safeguards ProcedureDecember 9, 2025
22.Sensory Team
22.1Contact and Referral
- 22.1.1Receiving a Contact or Written ReferralJune 17, 2025
- 22.1.2Deciding the Outcome of a Contact or ReferralDecember 9, 2025
- 22.1.3Actions and Next StepsJune 17, 2025
22.2Establishing Needs
- 22.2.1Introduction, Legal Requirements and ToolsJune 17, 2024
- 22.2.2Preparing to Establish NeedsJune 17, 2025
- 22.2.3The Skilled ConversationDecember 9, 2025
- 22.2.4Agreeing Needs and Making a Formal RecordJune 17, 2024
- 22.2.5Understanding and Applying Eligibility CriteriaDecember 9, 2025
- 22.2.6Communicating the Outcome and Next StepsDecember 9, 2025
22.3Meeting Needs
- 22.3.1Establishing Ordinary ResidenceJune 17, 2025
- 22.3.2Requesting a Financial AssessmentJune 17, 2024
- 22.3.3Setting an Indicative BudgetJune 17, 2024
- 22.3.4Care and Support PlanningDecember 9, 2025
- 22.3.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetDecember 9, 2024
- 22.3.6Arranging Support and ServicesDecember 9, 2024
22.4Reviewing Support and Services
- 22.4.1Legal Requirements of a Care and Support Plan Review and ToolsDecember 9, 2024
- 22.4.2Preparing to Carry out a Care and Support Plan ReviewDecember 9, 2025
- 22.4.3The Review ConversationDecember 9, 2025
- 22.4.4Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordDecember 9, 2024
- 22.4.5Actions Following a Care and Support Plan ReviewDecember 9, 2025
- 22.4.6Monitoring Urgent or Interim Support and ServicesJune 17, 2024
- 22.4.7Reviewing a Direct Payment
23.Positive Behaviour Support Team
- 23.0.1Positive Behaviour Support Team ProceduresJune 17, 2024
24.1Contact and Referral
- 24.1.1Receiving a Contact or Written ReferralJune 17, 2025
- 24.1.2Deciding the Outcome of a Contact or Referral (Carers)December 9, 2025
- 24.1.3Actions and Next Steps (Carers)December 9, 2025
24.2Establishing Needs
- 24.2.1Introduction, Legal Requirements and Tools (Carers)June 17, 2024
- 24.2.2Preparing to Establish Needs (Carers)June 17, 2024
- 24.2.3The Skilled Conversation (Carers)December 9, 2025
- 24.2.4Agreeing Needs and Making a Formal Record (Carers)December 9, 2025
- 24.2.5Understanding and Applying Eligibility Criteria (Carers)December 9, 2025
- 24.2.6Communicating the Outcome and Next Steps (Carers)December 9, 2025
24.3Meeting Needs
- 24.3.1Establishing Ordinary ResidenceJune 17, 2025
- 24.3.2Requesting a Financial AssessmentJune 17, 2024
- 24.3.3Setting an Indicative BudgetJune 17, 2024
- 24.3.4Support PlanningDecember 9, 2025
- 24.3.5Signing off a Support Plan and Agreeing a Final Personal BudgetDecember 9, 2024
- 24.3.6Arranging Support and ServicesDecember 9, 2024
24.4Reviewing Support and Services
- 24.4.1Legal Requirements of a Support Plan Review and ToolsJune 17, 2024
- 24.4.2Preparing to Carry out a Support Plan ReviewJune 17, 2024
- 24.4.3The Review Conversation (Carers)December 9, 2025
- 24.4.4Deciding the Outcome of a Support Plan Review and Making a Formal RecordJune 17, 2024
- 24.4.5Actions Following a Support Plan ReviewDecember 9, 2025
- 24.4.6Monitoring Urgent or Interim Support and ServicesJune 17, 2024
- 24.4.7Reviewing a Direct Payment
Last Updated: December 9, 2025
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