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Amendments

2024

March 2024

Monitoring Actions (Reablement)

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

No Recourse to Public Funds (NRPF)

In March 2024, the Home Office Status, Verification, Enquiries and Checking service email was updated in Section 6, Identifying People with NRPF. A link to the government guidance 'Asylum support' was added into Section 7, Providing Information and Advice. The guidance 'Supporting Migrants Lacking Mental Capacity in Relation to Immigration Matters' was also added into Section 1, Using this Procedure and Further Guidance.

Discharge to Assess (Home First)

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

Ordinary Residence Procedure

In March 2024, a link to the section on ordinary residence in the Section 117 Aftercare procedure was added.

Understanding the Mental Health Act 1983

In March 2024, this new chapter was added to the Mental Health Social Work Section. Some local additions were also added.

The Transition Plan

In March 2024, the government 'Making Finance Decisions for Young People: Parent and Carer Toolkit' was added into the list of tools to support the Transition Plan conversation.

Deputyship and Financial Affairs

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

NHS Continuing Healthcare Procedure

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

Social Circumstances Report

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

Community Mental Health Framework

This new chapter was added to the Mental Health Social Work section of the manual in March 2024.

Prisons and Approved Premises

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

Continuity of Care Arrangements

In March 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'.

Acting as an Appropriate Adult

This new chapter was added into the Specialist Procedures section of the manual in March 2024.

Joint Packages of Health and Social Care

In March 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.

Receiving a Contact or Referral

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

NHS-funded Nursing Care Procedure (FNC)

In March 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.

Equality, Diversity and Human Rights

This new chapter was added into the Universal Procedures section of the manual in March 2024.

2023

September 2023

End of Life Procedures and Practice Guidance

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

Deciding Whether to Start Transition

In September 2023, a broken link in Section 1, Using this Procedure was fixed. Additional text was also added for clarity for children going through the transitions assessment.

Establishing Likely Eligibility for a Disabled Facilities Grant

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

Deciding the Outcome of a Contact or Referral (Carers)

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

Deciding the Outcome of a Contact or Referral (Social Care Direct)

Deciding the Outcome of a Contact or Referral (Provision Services including OT)

Deciding the Outcome of a Contact or Referral

Deciding the Outcome of a Contact or Referral (Reablement)

Debt Respite Scheme (Breathing Spaces) Procedure

In September 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.

NHS Continuing Healthcare Procedure

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

NHS-funded Nursing Care Procedure (FNC)

Joint Packages of Health and Social Care

In September 2023, this chapter was fully reviewed and refreshed. Section 1, Section 117 was updated to add a link to the new Section 117 Aftercare Procedure.

Ordinary Residence Procedure

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

Actions and Next Steps (Carers)

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

No Recourse to Public Funds (NRPF)

In September 2023, this chapter was refreshed throughout and amended to reflect changes to the immigration status requirements for people from EEA countries. Section 11, Meeting Needs and Review was also updated to include Share Lives placements.

Actions and Next Steps (Social Care Direct)

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

Section 117 Aftercare

In September 2023, this new chapter was added into the Mental Health Social Work Section.

Deputyship and Financial Affairs

In September 2023, this chapter was fully reviewed and refreshed. Content changes remain under review by Wakefield. 

Providing Information about a Person or Carer

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

Actions and Next Steps

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

Contact and Referral Adult Care and Support Procedures

Actions and Next Steps (Reablement)

Actions and Next Steps (Provision Services including OT)

Deprivation of Liberty Safeguards Procedure

In September 2023, this chapter was rewritten by Wakefield to reflect their own practice. Consequently, in arrangement with tri.x, the responsibility to ensure this content is updated, is now held with the Local Authority.

Recognising and Responding to Deprivations of Liberty

March 2023

Care and Support Planning

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

Actions and Next Steps

In March 2023, information from all versions of this procedure relating to providing information about a person/carer was used to create a new standalone chapter in the Universal Procedures section.

Recording and Keeping Records

In March 2023, a link was changed in Section 9, Access to Records and Information Sharing to the new standalone chapter in the Universal section ‘Providing Information about a Person Carer’.

Preparing to Carry out a Care and Support Plan Review

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

Actions Following a Support Plan Review

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

Preparing to Carry out a Support Plan Review

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

Social Circumstances Report

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

Providing Information about a Person or Carer

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

Contact and Referral Adult Care and Support Procedures

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

Legal Requirements of a Care and Support Plan Review and Tools

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

Actions Following a Care and Support Plan Review

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

Support Planning

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

Legal Requirements of a Support Plan Review and Tools

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