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4.Safeguarding Adults
- 4.0.1Safeguarding AdultsSeptember 4, 2025
5.Deprivation of Liberty Procedures
- 5.0.1Deprivation of Liberty Safeguards ProcedureMarch 4, 2026
- 5.0.2Recognising and Responding to Deprivations of LibertySeptember 4, 2025
6.Financial Assessments
- 6.0.1Financial AssessmentMarch 4, 2026
7.Arranging Services
- 7.0.1Commissioning and Brokerage ProceduresUpdatedMarch 4, 2026
- 7.0.2Direct PaymentsMarch 4, 2026
- 7.0.3Telecare and Careline PlusSeptember 4, 2025
8.Universal Procedures (used by all teams)
- 8.0.1Equality, Diversity and Human RightsMarch 4, 2026
- 8.0.2Recording and Keeping RecordsMarch 4, 2026
- 8.0.3Providing Information about a Person or CarerMay 6, 2025
- 8.0.4Professional CuriosityUpdatedMarch 4, 2026
- 8.0.5Risk AssessmentMarch 28, 2025
- 8.0.6Lone WorkingSeptember 4, 2025
- 8.0.7Joint WorkNovember 3, 2021
- 8.0.8Co-productionMarch 4, 2026
- 8.0.9Social Media (use of)March 4, 2026
- 8.0.10Artificial Intelligence (AI) in Adult Social CareUpdatedMarch 4, 2026
- 8.0.11Storage of Data on Practitioners' Mobile DevicesMarch 4, 2026
- 8.0.12Interpreter and Translation ServicesSeptember 4, 2025
- 8.0.13Death of a Person or CarerSeptember 4, 2025
9.Specialist Procedures
- 9.0.1Appointeeship and DeputyshipSeptember 4, 2025
- 9.0.2Debt Respite Scheme (Breathing Spaces) ProcedureSeptember 4, 2025
- 9.0.3Housing and HomelessnessSeptember 4, 2025
- 9.0.4Joint Packages of Health and Social CareNovember 30, 2023
- 9.0.5NHS Continuing Healthcare ProcedureUpdatedMarch 4, 2026
- 9.0.6NHS-funded Nursing Care Procedure (FNC)September 4, 2025
- 9.0.7End of Life Procedures and Practice GuidanceNovember 27, 2024
- 9.0.8Legal ServicesSeptember 4, 2025
- 9.0.9Ordinary Residence ProcedureSeptember 12, 2023
- 9.0.10Continuity of Care ArrangementsNovember 30, 2023
- 9.0.11Cross Border PlacementsSeptember 4, 2025
- 9.0.12Protecting Moveable PropertyMarch 4, 2026
- 9.0.13Service Interruptions and Provider FailureJanuary 2, 2024
- 9.0.14No Recourse to Public Funds (NRPF)UpdatedMarch 4, 2026
- 9.0.15Prisons and Approved PremisesSeptember 4, 2025
- 9.0.16Acting as an Appropriate AdultMarch 4, 2026
- 9.0.17Working Effectively with Parents and Children's ServicesUpdatedMarch 4, 2026
10.Adult Early Intervention Support Service
- 10.0.1Requesting Adult Early Intervention Support ServiceMarch 4, 2026
- 10.0.2Receiving a Contact or ReferralSeptember 4, 2025
- 10.0.3Deciding the Outcome of a Contact or Referral (First Point of Contact)September 4, 2025
- 10.0.4Actions and Next StepsUpdatedMarch 4, 2026
- 10.0.5Monitoring Urgent or Interim Support and ServiceSeptember 4, 2025
12.1Contact and Referral
- 12.1.1How to Access the Service (Occupational Therapy)September 4, 2025
- 12.1.2Receiving a Contact or ReferralSeptember 4, 2025
- 12.1.3Deciding the Outcome of a Contact or Referral (Occupational Therapy)March 4, 2026
- 12.1.4Actions and Next StepsUpdatedMarch 4, 2026
12.2Establishing Needs
- 12.2.1Introduction, Legal Requirements and Tools (Occupational Therapy)March 26, 2024
- 12.2.2Preparing to Establish Needs (Occupational Therapy)September 4, 2025
- 12.2.3The Good Conversation (Occupational Therapy)September 4, 2025
- 12.2.4Agreeing Needs, Making a Formal Record and Next Steps (Occupational Therapy)March 4, 2026
- 12.2.5Establishing Likely Eligibility for a Disabled Facilities GrantSeptember 4, 2025
- 12.2.6Understanding and Applying Eligibility Criteria (Occupational Therapy)September 4, 2025
- 12.2.7Communicating the Outcome and Next Steps (Occupational Therapy)UpdatedMarch 4, 2026
12.3Meeting Needs
- 12.3.1Establishing Ordinary Residence (Occupational Therapy)October 25, 2024
- 12.3.2Requesting a Financial AssessmentMarch 4, 2026
- 12.3.3Applying for a Disabled Facilities GrantSeptember 4, 2025
- 12.3.4The Outcome of the Disabled Facilities Grant Application and Next StepsSeptember 4, 2025
- 12.3.5Providing EquipmentSeptember 4, 2025
- 12.3.6Equipment in a Care HomeSeptember 4, 2025
- 12.3.7Providing Direct SupportSeptember 4, 2025
12.4Monitoring and Review
- 12.4.1Monitoring and ReviewSeptember 4, 2025
13.1Contact and Referral
- 13.1.1Making a Referral (Hospital Discharge)September 4, 2025
- 13.1.2Receiving a Contact or ReferralSeptember 4, 2025
- 13.1.3Deciding the Outcome of a Contact or Referral (Hospital Discharge)September 4, 2025
- 13.1.4Actions and Next StepsUpdatedMarch 4, 2026
- 13.1.5Monitoring Urgent or Interim Support and ServiceSeptember 4, 2025
13.2Establishing Needs
- 13.2.1Introduction, Legal Requirements and ToolsSeptember 4, 2025
- 13.2.2Preparing to Establish NeedsSeptember 4, 2025
- 13.2.3The Good ConversationSeptember 4, 2025
- 13.2.4Agreeing Needs and Making a Formal RecordSeptember 4, 2025
- 13.2.5Understanding and Applying Eligibility CriteriaSeptember 4, 2025
- 13.2.6Communicating the Outcome and Next StepsSeptember 4, 2025
13.3Meeting Needs
- 13.3.1Establishing Ordinary ResidenceSeptember 4, 2025
- 13.3.2Requesting a Financial AssessmentMarch 4, 2026
- 13.3.3Setting an Indicative BudgetSeptember 4, 2025
- 13.3.4Care and Support PlanningSeptember 4, 2025
- 13.3.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetUpdatedMarch 4, 2026
- 13.3.6Arranging Support and ServicesSeptember 4, 2025
13.4Reviewing Support and Services
- 13.4.1Legal Requirements of a Care and Support Plan Review and ToolsSeptember 4, 2025
- 13.4.2Preparing to Carry out a Care and Support Plan ReviewSeptember 4, 2025
- 13.4.3The Review ConversationUpdatedMarch 4, 2026
- 13.4.4Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordSeptember 4, 2025
- 13.4.5Actions Following a Care and Support Plan ReviewSeptember 4, 2025
- 13.4.6Reviewing a Direct Payment
14.1Contact and Referral
- 14.1.1How to Access Community Social Work ServicesSeptember 4, 2025
- 14.1.2Receiving a Contact or ReferralSeptember 4, 2025
- 14.1.3Deciding the Outcome of a Contact or ReferralSeptember 4, 2025
- 14.1.4Actions and Next StepsUpdatedMarch 4, 2026
14.2Establishing Needs
- 14.2.1Introduction, Legal Requirements and ToolsSeptember 4, 2025
- 14.2.2Preparing to Establish NeedsSeptember 4, 2025
- 14.2.3The Good ConversationSeptember 4, 2025
- 14.2.4Agreeing Needs and Making a Formal RecordSeptember 4, 2025
- 14.2.5Understanding and Applying Eligibility CriteriaSeptember 4, 2025
- 14.2.6Communicating the Outcome and Next StepsSeptember 4, 2025
14.3Meeting Needs
- 14.3.1Establishing Ordinary ResidenceSeptember 4, 2025
- 14.3.2Requesting a Financial AssessmentMarch 4, 2026
- 14.3.3Setting an Indicative BudgetSeptember 4, 2025
- 14.3.4Care and Support PlanningSeptember 4, 2025
- 14.3.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetUpdatedMarch 4, 2026
- 14.3.6Arranging Support and ServicesSeptember 4, 2025
14.4Reviewing Support and Services
- 14.4.1Legal Requirements of a Care and Support Plan Review and ToolsSeptember 4, 2025
- 14.4.2Preparing to Carry out a Care and Support Plan ReviewSeptember 4, 2025
- 14.4.3The Review ConversationUpdatedMarch 4, 2026
- 14.4.4Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordSeptember 4, 2025
- 14.4.5Actions Following a Care and Support Plan ReviewSeptember 4, 2025
- 14.4.6Monitoring Urgent or Interim Support and ServiceSeptember 4, 2025
- 14.4.7Reviewing a Direct Payment
15.Mental Health Guidance
- 15.0.1Understanding the Mental Health Act 1983November 27, 2024
- 15.0.2Social Circumstances ReportMarch 26, 2024
- 15.0.3Section 117 AftercareMarch 4, 2026
- 15.0.4Community Mental Health FrameworkAugust 16, 2023
16.AMHP Procedure
- 16.0.1AMHP ProcedureAugust 29, 2024
17.1Accessing the Service
- 17.1.1How to Access the Service (Disability Locality Teams and Transitions)September 4, 2025
- 17.1.2Receiving a Contact or ReferralSeptember 4, 2025
- 17.1.3Deciding the Outcome of a Contact or Referral (Disability Locality Teams and Transition)September 4, 2025
- 17.1.4Actions and Next StepsUpdatedMarch 4, 2026
17.2Establishing Adult need
- 17.2.1Introduction, Legal Requirements and ToolsSeptember 4, 2025
- 17.2.2Preparing to Establish NeedsSeptember 4, 2025
- 17.2.3The Good ConversationSeptember 4, 2025
- 17.2.4Agreeing Needs and Making a Formal RecordSeptember 4, 2025
- 17.2.5Understanding and Applying Eligibility CriteriaSeptember 4, 2025
- 17.2.6Communicating the Outcome and Next StepsSeptember 4, 2025
17.3Child's Needs Assessment
- 17.3.1Introduction, Legal Requirements and Tools (Child's Needs Assessment)March 26, 2024
- 17.3.2Preparing to Establish Needs (Child's Needs Assessment)September 4, 2025
- 17.3.3The Good Conversation (Child's Needs Assessment)September 4, 2025
- 17.3.4Agreeing Needs, Making a Formal Record and Next Steps (Child's Needs Assessment)September 4, 2025
17.4Meeting Needs
- 17.4.1Establishing Ordinary ResidenceSeptember 4, 2025
- 17.4.2Requesting a Financial AssessmentMarch 4, 2026
- 17.4.3Setting an Indicative BudgetSeptember 4, 2025
- 17.4.4Care and Support PlanningSeptember 4, 2025
- 17.4.5The Transition PlanSeptember 4, 2025
- 17.4.6Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetUpdatedMarch 4, 2026
- 17.4.7Arranging Support and ServicesSeptember 4, 2025
17.5Reviewing Support and Services
- 17.5.1Legal Requirements of a Care and Support Plan Review and ToolsSeptember 4, 2025
- 17.5.2Preparing to Carry out a Care and Support Plan ReviewSeptember 4, 2025
- 17.5.3The Review ConversationUpdatedMarch 4, 2026
- 17.5.4Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordSeptember 4, 2025
- 17.5.5Actions Following a Care and Support Plan ReviewSeptember 4, 2025
- 17.5.6Monitoring Urgent or Interim Support and ServiceSeptember 4, 2025
- 17.5.7Reviewing a Transition Plan (Disability Locality Teams and Transitions)September 4, 2025
- 17.5.8Reviewing an Education, Health and Care Plan (from 18 years)March 4, 2026
- 17.5.9Reviewing a Direct Payment
18.1Contact and Referral
- 18.1.1How to Access Carers Services (Carers)September 4, 2025
- 18.1.2Receiving a Contact or ReferralSeptember 4, 2025
- 18.1.3Deciding the Outcome of a Contact or Referral (Carers)September 4, 2025
- 18.1.4Actions and Next Steps (Carers)UpdatedMarch 4, 2026
18.2Establishing Needs
- 18.2.1Introduction, Legal Requirements and Tools (Carers)September 4, 2025
- 18.2.2Preparing to Establish Adult NeedsSeptember 4, 2025
- 18.2.3Preparing to Establish the Needs of Young CarersSeptember 4, 2025
- 18.2.4The Good Conversation (Adult Carers’ Assessment)September 4, 2025
- 18.2.5The Good Conversation (Young Carers Assessment)September 4, 2025
- 18.2.6Agreeing Needs and Making a Formal Record (Adult Carers of Adults)September 4, 2025
- 18.2.7Agreeing Needs, Making a Formal Record and Next Steps (Carer's Transition Assessment)September 4, 2025
- 18.2.8Understanding and Applying Eligibility Criteria (Carers)September 4, 2025
- 18.2.9Communicating the Outcome and Next Steps (Carers)March 4, 2026
18.3Meeting Needs
- 18.3.1Establishing Ordinary ResidenceSeptember 4, 2025
- 18.3.2Requesting a Financial AssessmentMarch 4, 2026
- 18.3.3Setting an Indicative BudgetSeptember 4, 2025
- 18.3.4Support Planning (Carers)March 4, 2026
- 18.3.5The Transition PlanSeptember 4, 2025
- 18.3.6Signing off a Support Plan and Agreeing a Final Personal Budget (Carers)UpdatedMarch 4, 2026
- 18.3.7Arranging Support and ServicesSeptember 4, 2025
18.4Reviewing Support and Services
- 18.4.1Legal Requirements of a Support Plan Review and Tools (Carers)September 4, 2025
- 18.4.2Preparing to Carry out a Support Plan ReviewSeptember 4, 2025
- 18.4.3The Review Conversation (Carers)UpdatedMarch 4, 2026
- 18.4.4Deciding the Outcome of a Support Plan Review and Making a Formal RecordSeptember 4, 2025
- 18.4.5Actions Following a Support Plan ReviewSeptember 4, 2025
- 18.4.6Monitoring Urgent or Interim Support and Services (Carers)September 4, 2025
- 18.4.7Reviewing a Transition Plan (Carers)September 4, 2025
- 18.4.8Reviewing a Direct Payment
Last Updated: March 4, 2026
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