Skip to content
Company Logo

Contents

Quick Links:

1.The Care Act 2014 Resource

2.The Mental Capacity Act 2005 Resource and Practice Toolkit

3.Safeguarding Adults

4.Deprivation of Liberty

5.Universal Procedures (used by all teams)

6.Specialist Procedures

7.Social Care Direct

8.Reablement

9.Provision Services including Occupational Therapy

10.Assessment and Care Management

11.Learning Disability Teams

12.Mental Health Social Work

13.AMHP Procedure

14.Transition to Adult Care and Support

15.Carers Procedure

1.The Care Act 2014 Resource

  1. 1.0.1The Care Act 2014 Resource

2.The Mental Capacity Act 2005 Resource and Practice Toolkit

  1. 2.0.1The Mental Capacity Act 2005 Resource and Practice Toolkit

3.Safeguarding Adults

  1. 3.0.1Safeguarding Adults

4.Deprivation of Liberty

  1. 4.0.1Deprivation of Liberty Safeguards ProcedureSeptember 19, 2023
  2. 4.0.2Recognising and Responding to Deprivations of LibertySeptember 19, 2023

5.Universal Procedures (used by all teams)

  1. 5.0.1Equality, Diversity and Human Rights
    Updated
    March 1, 2024
  2. 5.0.2Recording and Keeping RecordsMarch 1, 2023
  3. 5.0.3Providing Information about a Person or CarerSeptember 19, 2023
  4. 5.0.4Financial AssessmentSeptember 19, 2023
  5. 5.0.5Commissioning and Brokerage ProceduresSeptember 16, 2022
  6. 5.0.6Direct PaymentsSeptember 16, 2022
  7. 5.0.7Assistive Technology and TelecareSeptember 16, 2022
  8. 5.0.8Risk AssessmentMarch 1, 2024
  9. 5.0.9Lone WorkingSeptember 16, 2022
  10. 5.0.10Joint WorkNovember 3, 2021
  11. 5.0.11Social Media (use of)September 21, 2021
  12. 5.0.12Storage of Data on Practitioners' Mobile DevicesSeptember 16, 2021
  13. 5.0.13Interpreter and Translation ServicesNovember 3, 2021
  14. 5.0.14Death of a Person or CarerApril 24, 2023

6.Specialist Procedures

  1. 6.0.1Deputyship and Financial Affairs
    Updated
    March 1, 2024
  2. 6.0.2Debt Respite Scheme (Breathing Spaces) ProcedureMarch 1, 2024
  3. 6.0.3Minor Works and Low Level EquipmentSeptember 16, 2022
  4. 6.0.4Joint Packages of Health and Social Care
    Updated
    March 1, 2024
  5. 6.0.5NHS Continuing Healthcare Procedure
    Updated
    March 1, 2024
  6. 6.0.6NHS-funded Nursing Care Procedure (FNC)
    Updated
    March 1, 2024
  7. 6.0.7End of Life Procedures and Practice GuidanceSeptember 19, 2023
  8. 6.0.8Legal ServicesNovember 22, 2021
  9. 6.0.9Ordinary Residence Procedure
    Updated
    March 1, 2024
  10. 6.0.10Continuity of Care Arrangements
    Updated
    March 1, 2024
  11. 6.0.11Cross Border PlacementsSeptember 16, 2022
  12. 6.0.12Protecting Moveable Property and BelongingsNovember 4, 2021
  13. 6.0.13Service Interruptions and Provider FailureApril 24, 2023
  14. 6.0.14No Recourse to Public Funds (NRPF)
    Updated
    March 1, 2024
  15. 6.0.15Prisons and Approved Premises
    Updated
    March 1, 2024
  16. 6.0.16Acting as an Appropriate Adult
    Updated
    March 1, 2024

7.Social Care Direct

  1. 7.0.1Introduction to Social Care DirectSeptember 16, 2022
  2. 7.0.2Receiving a Contact or Referral
    Updated
    March 1, 2024
  3. 7.0.3Deciding the Outcome of a Contact or Referral (Social Care Direct)September 19, 2023
  4. 7.0.4Actions and Next Steps (Social Care Direct)September 19, 2023
  5. 7.0.5Monitoring Urgent or Interim Support and ServicesMay 26, 2023

8.Reablement

8.1Contact and Referral

  1. 8.1.1Receiving a Contact or Referral
    Updated
    March 1, 2024
  2. 8.1.2Deciding the Outcome of a Contact or Referral (Reablement)September 19, 2023
  3. 8.1.3Actions and Next Steps (Reablement)September 19, 2023

8.2Establishing Needs

  1. 8.2.1Introduction, Purpose and Tools (Reablement)September 19, 2023
  2. 8.2.2Preparing to Establish Needs (Reablement)April 24, 2023
  3. 8.2.3The Skilled Conversation (Reablement)March 1, 2024
  4. 8.2.4Agreeing Needs, Making a Formal Record and Next Steps (Reablement)September 16, 2022

8.3Meeting Needs

  1. 8.3.1The Reablement PlanSeptember 19, 2023
  2. 8.3.2Arranging the Reablement ServiceSeptember 16, 2022

8.4Monitoring and Reviewing Reablement

  1. 8.4.1Monitoring ReablementMarch 1, 2024
  2. 8.4.2Monitoring Actions (Reablement)
    Updated
    March 1, 2024
  3. 8.4.3The Reablement ReviewSeptember 19, 2023
  4. 8.4.4Deciding the Outcome of a Reablement Review and Making a Formal RecordSeptember 16, 2022
  5. 8.4.5Actions Following a Reablement ReviewMarch 1, 2024

9.Provision Services including Occupational Therapy

9.1Provision Services

  1. 9.1.1Introduction to Provision Services September 16, 2022

9.2Contact and Referral

  1. 9.2.1Receiving a Contact or Referral
    Updated
    March 1, 2024
  2. 9.2.2Deciding the Outcome of a Contact or Referral (Provision Services including OT)September 19, 2023
  3. 9.2.3Actions and Next Steps (Provision Services including OT)September 19, 2023

9.3Establishing Needs

  1. 9.3.1Introduction, Legal Requirements and Tools (Provision Services including OT)September 16, 2022
  2. 9.3.2Preparing to Establish Needs (Provision Service)April 24, 2023
  3. 9.3.3The Skilled Conversation (Provision Services including OT)March 1, 2024
  4. 9.3.4Agreeing Needs, Making a Formal Record and Next Steps (Provision Services including OT)September 16, 2022
  5. 9.3.5Establishing Likely Eligibility for a Disabled Facilities GrantSeptember 19, 2023
  6. 9.3.6Understanding and Applying Eligibility Criteria (Provision Services including OT)September 16, 2022
  7. 9.3.7Communicating the Outcome and Next Steps (Provision Services including OT)March 1, 2024

9.4Meeting Needs

  1. 9.4.1Establishing Ordinary Residence (Provision Services including OT)September 16, 2022
  2. 9.4.2Requesting a Financial AssessmentMay 26, 2023
  3. 9.4.3Applying for a Disabled Facilities GrantMarch 1, 2024
  4. 9.4.4The Outcome of the Disabled Facilities Grant Application and Next StepsSeptember 16, 2022
  5. 9.4.5Minor Works and Low Level EquipmentSeptember 16, 2022
  6. 9.4.6Providing EquipmentSeptember 19, 2023
  7. 9.4.7Equipment in a Care HomeNovember 3, 2021
  8. 9.4.8Providing Direct SupportApril 24, 2023

9.5Monitoring and Review

  1. 9.5.1Monitoring and ReviewApril 24, 2023

9.6Other Procedures

  1. 9.6.1Assistive Technology and TelecareSeptember 16, 2022

10.Assessment and Care Management

10.1Assessment and Care Management

  1. 10.1.1Introduction to Assessment and Care ManagementMay 26, 2023

10.2Contact and Referral

  1. 10.2.1Receiving a Contact or Referral
    Updated
    March 1, 2024
  2. 10.2.2Deciding the Outcome of a Contact or ReferralSeptember 19, 2023
  3. 10.2.3Actions and Next StepsMarch 1, 2024

10.3Discharge to Assess

  1. 10.3.1Discharge to Assess (Home First)
    Updated
    March 1, 2024
  2. 10.3.2Monitoring Urgent or Interim Support and ServicesMay 26, 2023

10.4Establishing Needs

  1. 10.4.1Introduction, Legal Requirements and ToolsMay 26, 2023
  2. 10.4.2Preparing to Establish NeedsMay 26, 2023
  3. 10.4.3The Skilled ConversationMarch 1, 2024
  4. 10.4.4Agreeing Needs and Making a Formal RecordMay 26, 2023
  5. 10.4.5Understanding and Applying Eligibility CriteriaMay 26, 2023
  6. 10.4.6Communicating the Outcome and Next StepsSeptember 19, 2023

10.5Meeting Needs

  1. 10.5.1Establishing Ordinary ResidenceMay 26, 2023
  2. 10.5.2Requesting a Financial AssessmentMay 26, 2023
  3. 10.5.3Setting an Indicative BudgetMay 26, 2023
  4. 10.5.4Care and Support PlanningMarch 1, 2024
  5. 10.5.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetMay 26, 2023
  6. 10.5.6Arranging Support and ServicesMay 26, 2023

10.6Reviewing Support and Services

  1. 10.6.1Legal Requirements of a Care and Support Plan Review and ToolsMarch 1, 2023
  2. 10.6.2Preparing to Carry out a Care and Support Plan ReviewSeptember 19, 2023
  3. 10.6.3The Full Review ConversationSeptember 19, 2023
  4. 10.6.4The Light Touch Review ConversationMay 26, 2023
  5. 10.6.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordMay 26, 2023
  6. 10.6.6Actions Following a Care and Support Plan ReviewMarch 1, 2023
  7. 10.6.7Monitoring Urgent or Interim Support and ServicesMay 26, 2023
  8. 10.6.8Reviewing a Direct Payment

10.7Other Procedures

  1. 10.7.1NHS Continuing Healthcare Procedure
    Updated
    March 1, 2024

11.Learning Disability Teams

11.1Learning Disability Teams

  1. 11.1.1Introduction to the Learning Disability TeamsSeptember 16, 2022

11.2Contact and Referral

  1. 11.2.1Receiving a Contact or Referral
    Updated
    March 1, 2024
  2. 11.2.2Deciding the Outcome of a Contact or ReferralSeptember 19, 2023
  3. 11.2.3Actions and Next StepsMarch 1, 2024

11.3Establishing Needs

  1. 11.3.1Introduction, Legal Requirements and ToolsMay 26, 2023
  2. 11.3.2Preparing to Establish NeedsMay 26, 2023
  3. 11.3.3The Skilled ConversationMarch 1, 2024
  4. 11.3.4Agreeing Needs and Making a Formal RecordMay 26, 2023
  5. 11.3.5Understanding and Applying Eligibility CriteriaMay 26, 2023
  6. 11.3.6Communicating the Outcome and Next StepsSeptember 19, 2023

11.4Meeting Needs

  1. 11.4.1Establishing Ordinary ResidenceMay 26, 2023
  2. 11.4.2Requesting a Financial AssessmentMay 26, 2023
  3. 11.4.3Setting an Indicative BudgetMay 26, 2023
  4. 11.4.4Care and Support PlanningMarch 1, 2024
  5. 11.4.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetMay 26, 2023
  6. 11.4.6Arranging Support and ServicesMay 26, 2023

11.5Reviewing Support and Services

  1. 11.5.1Legal Requirements of a Care and Support Plan Review and ToolsMarch 1, 2023
  2. 11.5.2Preparing to Carry out a Care and Support Plan ReviewSeptember 19, 2023
  3. 11.5.3The Full Review ConversationSeptember 19, 2023
  4. 11.5.4The Light Touch Review ConversationMay 26, 2023
  5. 11.5.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordMay 26, 2023
  6. 11.5.6Actions Following a Care and Support Plan ReviewMarch 1, 2023
  7. 11.5.7Monitoring Urgent or Interim Support and ServicesMay 26, 2023
  8. 11.5.8Reviewing a Direct Payment

12.Mental Health Social Work

12.1Contact and Referral

  1. 12.1.1Mental Health Social Work in WakefieldOctober 11, 2022
  2. 12.1.2Receiving a Contact or Referral
    Updated
    March 1, 2024
  3. 12.1.3Contact and Referral Adult Care and Support ProceduresMarch 1, 2024

12.2Establishing Needs

  1. 12.2.1Introduction, Legal Requirements and ToolsMay 26, 2023
  2. 12.2.2Preparing to Establish NeedsMay 26, 2023
  3. 12.2.3The Skilled ConversationMarch 1, 2024
  4. 12.2.4Agreeing Needs and Making a Formal RecordMay 26, 2023
  5. 12.2.5Understanding and Applying Eligibility CriteriaMay 26, 2023
  6. 12.2.6Communicating the Outcome and Next StepsSeptember 19, 2023

12.3Meeting Needs

  1. 12.3.1Establishing Ordinary ResidenceMay 26, 2023
  2. 12.3.2Requesting a Financial AssessmentMay 26, 2023
  3. 12.3.3Setting an Indicative BudgetMay 26, 2023
  4. 12.3.4Care and Support PlanningMarch 1, 2024
  5. 12.3.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetMay 26, 2023
  6. 12.3.6Arranging Support and ServicesMay 26, 2023

12.4Reviewing Support and Services

  1. 12.4.1Legal Requirements of a Care and Support Plan Review and ToolsMarch 1, 2023
  2. 12.4.2Preparing to Carry out a Care and Support Plan ReviewSeptember 19, 2023
  3. 12.4.3The Full Review ConversationSeptember 19, 2023
  4. 12.4.4The Light Touch Review ConversationMay 26, 2023
  5. 12.4.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordMay 26, 2023
  6. 12.4.6Actions Following a Care and Support Plan ReviewMarch 1, 2023
  7. 12.4.7Monitoring Urgent or Interim Support and ServicesMay 26, 2023
  8. 12.4.8Reviewing a Direct Payment

12.5Functions under the Mental Health Act

  1. 12.5.1Understanding the Mental Health Act 1983
    Updated
    March 1, 2024
  2. 12.5.2Community Mental Health Framework
    Updated
    March 1, 2024
  3. 12.5.3Section 117 AftercareSeptember 19, 2023
  4. 12.5.4Social Circumstances Report
    Updated
    March 1, 2024

13.AMHP Procedure

  1. 13.0.1AMHP ProcedureOctober 11, 2022

14.Transition to Adult Care and Support

14.1Deciding Whether to Start Transition

  1. 14.1.1Deciding Whether to Start TransitionMarch 1, 2024
  2. 14.1.2Deciding Whether to Start Carers TransitionMarch 1, 2024
  3. 14.1.3Recording the Decision and Next StepsMarch 1, 2024

14.2Child's Needs Assessment

  1. 14.2.1Introduction, Legal Requirements and Tools (Child's Needs Assessment)November 9, 2021
  2. 14.2.2Preparing to Establish Needs (Child's Needs Assessment)November 9, 2021
  3. 14.2.3The Skilled Conversation (Child's Needs Assessment)March 1, 2024
  4. 14.2.4Agreeing Needs, Making a Formal Record and Next Steps (Child's Needs Assessment)September 19, 2023

14.3Carer's Transition Assessments

  1. 14.3.1Introduction, Legal Requirements and Tools (Carer's Transition)November 9, 2021
  2. 14.3.2Preparing to Establish the Needs of Parent CarersMarch 1, 2024
  3. 14.3.3Preparing to Establish the Needs of Young CarersNovember 3, 2021
  4. 14.3.4The Skilled Conversation (Parent Carers)March 1, 2024
  5. 14.3.5The Skilled Conversation (Young Carers)March 1, 2024
  6. 14.3.6Agreeing Needs, Making a Formal Record and Next Steps (Carer's Transition)April 12, 2022

14.4Transition Planning and Review

  1. 14.4.1Setting an Indicative Budget (Transition to Adult Care and Support)November 9, 2021
  2. 14.4.2The Transition Plan
    Updated
    March 1, 2024
  3. 14.4.3Reviewing a Transition PlanSeptember 19, 2023
  4. 14.4.4Reviewing an Education, Health and Care Plan (from 18 years)September 16, 2022

15.Carers Procedure

15.1Contact and Referral

  1. 15.1.1Receiving a Contact or Referral
    Updated
    March 1, 2024
  2. 15.1.2Deciding the Outcome of a Contact or Referral (Carers)March 1, 2024
  3. 15.1.3Actions and Next Steps (Carers)March 1, 2024

15.2Establishing Needs

  1. 15.2.1Introduction, Legal Requirements and Tools (Carers)November 5, 2021
  2. 15.2.2Preparing to Establish Needs (Carers)April 24, 2023
  3. 15.2.3The Skilled Conversation (Carers)March 1, 2024
  4. 15.2.4Agreeing Needs and Making a Formal Record (Carers)April 12, 2022
  5. 15.2.5Understanding and Applying Eligibility Criteria (Carers)October 8, 2021
  6. 15.2.6Communicating the Outcome and Next Steps (Carers)September 19, 2023

15.3Meeting Needs

  1. 15.3.1Establishing Ordinary ResidenceMay 26, 2023
  2. 15.3.2Requesting a Financial AssessmentMay 26, 2023
  3. 15.3.3Setting an Indicative BudgetMay 26, 2023
  4. 15.3.4Support PlanningMarch 1, 2024
  5. 15.3.5Signing off a Support Plan and Agreeing a Final Personal BudgetNovember 3, 2021
  6. 15.3.6Arranging Support and ServicesMay 26, 2023

15.4Reviewing Support and Services

  1. 15.4.1Legal Requirements of a Support Plan Review and ToolsMarch 1, 2023
  2. 15.4.2Preparing to Carry out a Support Plan ReviewSeptember 19, 2023
  3. 15.4.3The Full Review Conversation (Carers)September 19, 2023
  4. 15.4.4The Light Touch Review Conversation (Carers)April 24, 2023
  5. 15.4.5Deciding the Outcome of a Support Plan Review and Making a Formal RecordSeptember 16, 2022
  6. 15.4.6Actions Following a Support Plan ReviewSeptember 19, 2023
  7. 15.4.7Monitoring Urgent or Interim Support and ServicesMay 26, 2023
  8. 15.4.8Reviewing a Direct Payment

Last Updated: March 1, 2024

v231