Contents

Quick Links:

1.The Care Act 2014

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 West

11.Assessment and Care Management East

12.Learning Disability Teams

13.Mental Health Social Work

14.AMHP Procedure

15.Transition to Adult Care and Support

16.Carers

1.The Care Act 2014

  1. 1.0.1The Care Act 2014

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 AdultsJanuary 12, 2023

4.Deprivation of Liberty

  1. 4.0.1Deprivation of Liberty Safeguards ProcedureJanuary 12, 2023
  2. 4.0.2Liberty Protection Safeguards ProcedureMarch 18, 2022
  3. 4.0.3Recognising and Responding to Deprivations of LibertyOctober 8, 2021

5.Universal Procedures (used by all teams)

  1. 5.0.1Recording and Keeping Records
    Updated
    March 1, 2023
  2. 5.0.2Providing Information about a Person or Carer
    Updated
    March 1, 2023
  3. 5.0.3Financial AssessmentSeptember 29, 2021
  4. 5.0.4Commissioning and Brokerage ProceduresSeptember 16, 2022
  5. 5.0.5Direct PaymentsSeptember 16, 2022
  6. 5.0.6Assistive Technology and TelecareSeptember 16, 2022
  7. 5.0.7Risk AssessmentNovember 3, 2021
  8. 5.0.8Lone WorkingSeptember 16, 2022
  9. 5.0.9Joint WorkNovember 3, 2021
  10. 5.0.10Social Media (use of)September 21, 2021
  11. 5.0.11Storage of Data on Practitioners' Mobile DevicesSeptember 16, 2021
  12. 5.0.12Interpreter and Translation ServicesNovember 3, 2021
  13. 5.0.13Death of a Person or CarerSeptember 21, 2021

6.Specialist Procedures

  1. 6.0.1Deputyship and Financial AffairsSeptember 16, 2022
  2. 6.0.2Debt Respite Scheme (Breathing Spaces) ProcedureJanuary 12, 2023
  3. 6.0.3Minor Works and Low Level EquipmentSeptember 16, 2022
  4. 6.0.4Joint Packages of Health and Social CareSeptember 16, 2022
  5. 6.0.5NHS Continuing Healthcare ProcedureJanuary 12, 2023
  6. 6.0.6NHS-funded Nursing Care Procedure (FNC)September 16, 2022
  7. 6.0.7End of Life Procedures and Practice GuidanceSeptember 16, 2022
  8. 6.0.8Legal ServicesNovember 22, 2021
  9. 6.0.9Ordinary Residence ProcedureOctober 8, 2021
  10. 6.0.10Continuity of Care ArrangementsSeptember 16, 2022
  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 FailureSeptember 22, 2021
  14. 6.0.14No Recourse to Public Funds (NRPF)November 4, 2021
  15. 6.0.15Prisons and Approved PremisesJanuary 17, 2022

7.Social Care Direct

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

8.Reablement

8.1Contact and Referral

  1. 8.1.1Receiving a Contact or ReferralSeptember 16, 2022
  2. 8.1.2Deciding the Outcome of a Contact or Referral (Reablement)November 4, 2021
  3. 8.1.3Actions and Next Steps (Reablement)March 1, 2023

8.2Establishing Needs

  1. 8.2.1Introduction, Purpose and Tools (Reablement)September 16, 2022
  2. 8.2.2Preparing to Establish Needs (Reablement)September 16, 2022
  3. 8.2.3The Skilled Conversation (Reablement)September 1, 2022
  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 16, 2022
  2. 8.3.2Arranging the Reablement ServiceSeptember 16, 2022

8.4Monitoring and Reviewing Reablement

  1. 8.4.1Monitoring ReablementSeptember 16, 2022
  2. 8.4.2Monitoring Actions (Reablement)September 16, 2022
  3. 8.4.3The Reablement ReviewSeptember 16, 2022
  4. 8.4.4Deciding the Outcome of a Reablement Review and Making a Formal RecordSeptember 16, 2022
  5. 8.4.5Actions Following a Reablement ReviewSeptember 16, 2022

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 ReferralSeptember 16, 2022
  2. 9.2.2Deciding the Outcome of a Contact or Referral (Provision Services including OT)September 16, 2022
  3. 9.2.3Actions and Next Steps (Provision Services including OT)March 1, 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)September 16, 2022
  3. 9.3.3The Skilled Conversation (Provision Services including OT)September 16, 2022
  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 16, 2022
  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)September 16, 2022

9.4Meeting Needs

  1. 9.4.1Establishing Ordinary Residence (Provision Services including OT)September 16, 2022
  2. 9.4.2Requesting a Financial AssessmentSeptember 16, 2022
  3. 9.4.3Applying for a Disabled Facilities GrantSeptember 28, 2021
  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 16, 2022
  7. 9.4.7Equipment in a Care HomeNovember 3, 2021
  8. 9.4.8Providing Direct SupportSeptember 16, 2022

9.5Monitoring and Review

  1. 9.5.1Monitoring and ReviewSeptember 16, 2022

9.6Other Procedures

  1. 9.6.1Assistive Technology and TelecareSeptember 16, 2022

10.Assessment and Care Management West

10.1Assessment and Care Management West

  1. 10.1.1Introduction to Assessment and Care Management WestSeptember 16, 2022

10.2Contact and Referral

  1. 10.2.1Receiving a Contact or ReferralSeptember 16, 2022
  2. 10.2.2Deciding the Outcome of a Contact or ReferralSeptember 16, 2022
  3. 10.2.3Actions and Next Steps
    Updated
    March 1, 2023

10.3Discharge to Assess

  1. 10.3.1Discharge to AssessSeptember 16, 2022
  2. 10.3.2Monitoring Urgent or Interim Support and ServicesSeptember 16, 2022

10.4Establishing Needs

  1. 10.4.1Introduction, Legal Requirements and ToolsSeptember 16, 2022
  2. 10.4.2Preparing to Establish NeedsSeptember 16, 2022
  3. 10.4.3The Skilled ConversationSeptember 16, 2022
  4. 10.4.4Agreeing Needs and Making a Formal RecordSeptember 16, 2022
  5. 10.4.5Understanding and Applying Eligibility CriteriaSeptember 16, 2022
  6. 10.4.6Communicating the Outcome and Next StepsSeptember 16, 2022

10.5Meeting Needs

  1. 10.5.1Establishing Ordinary ResidenceSeptember 16, 2022
  2. 10.5.2Requesting a Financial AssessmentSeptember 16, 2022
  3. 10.5.3Setting an Indicative BudgetSeptember 16, 2022
  4. 10.5.4Care and Support Planning
    Updated
    March 1, 2023
  5. 10.5.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetSeptember 16, 2022
  6. 10.5.6Arranging Support and ServicesSeptember 16, 2022

10.6Reviewing Support and Services

  1. 10.6.1Legal Requirements of a Care and Support Plan Review and Tools
    Updated
    March 1, 2023
  2. 10.6.2Preparing to Carry out a Care and Support Plan Review
    Updated
    March 1, 2023
  3. 10.6.3The Full Review ConversationSeptember 16, 2022
  4. 10.6.4The Light Touch Review ConversationSeptember 16, 2022
  5. 10.6.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordSeptember 16, 2022
  6. 10.6.6Actions Following a Care and Support Plan Review
    Updated
    March 1, 2023
  7. 10.6.7Reviewing a Direct Payment

10.7Other Procedures

  1. 10.7.1Safeguarding AdultsJanuary 12, 2023
  2. 10.7.2NHS Continuing Healthcare ProcedureJanuary 12, 2023

11.Assessment and Care Management East

11.1Assessment and Care Management East

  1. 11.1.1Introduction to Assessment and Care Management EastSeptember 16, 2022

11.2Contact and Referral

  1. 11.2.1Receiving a Contact or ReferralSeptember 16, 2022
  2. 11.2.2Deciding the Outcome of a Contact or ReferralSeptember 16, 2022
  3. 11.2.3Actions and Next Steps
    Updated
    March 1, 2023

11.3Establishing Needs

  1. 11.3.1Introduction, Legal Requirements and ToolsSeptember 16, 2022
  2. 11.3.2Preparing to Establish NeedsSeptember 16, 2022
  3. 11.3.3The Skilled ConversationSeptember 16, 2022
  4. 11.3.4Agreeing Needs and Making a Formal RecordSeptember 16, 2022
  5. 11.3.5Understanding and Applying Eligibility CriteriaSeptember 16, 2022
  6. 11.3.6Communicating the Outcome and Next StepsSeptember 16, 2022

11.4Meeting Needs

  1. 11.4.1Establishing Ordinary ResidenceSeptember 16, 2022
  2. 11.4.2Requesting a Financial AssessmentSeptember 16, 2022
  3. 11.4.3Setting an Indicative BudgetSeptember 16, 2022
  4. 11.4.4Care and Support Planning
    Updated
    March 1, 2023
  5. 11.4.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetSeptember 16, 2022
  6. 11.4.6Arranging Support and ServicesSeptember 16, 2022

11.5Reviewing Support and Services

  1. 11.5.1Legal Requirements of a Care and Support Plan Review and Tools
    Updated
    March 1, 2023
  2. 11.5.2Preparing to Carry out a Care and Support Plan Review
    Updated
    March 1, 2023
  3. 11.5.3The Full Review ConversationSeptember 16, 2022
  4. 11.5.4The Light Touch Review ConversationSeptember 16, 2022
  5. 11.5.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordSeptember 16, 2022
  6. 11.5.6Actions Following a Care and Support Plan Review
    Updated
    March 1, 2023
  7. 11.5.7Monitoring Urgent or Interim Support and ServicesSeptember 16, 2022
  8. 11.5.8Reviewing a Direct Payment

12.Learning Disability Teams

12.1Learning Disability Teams

  1. 12.1.1Introduction to the Learning Disability TeamsSeptember 16, 2022

12.2Contact and Referral

  1. 12.2.1Receiving a Contact or ReferralSeptember 16, 2022
  2. 12.2.2Deciding the Outcome of a Contact or ReferralSeptember 16, 2022
  3. 12.2.3Actions and Next Steps
    Updated
    March 1, 2023

12.3Establishing Needs

  1. 12.3.1Introduction, Legal Requirements and ToolsSeptember 16, 2022
  2. 12.3.2Preparing to Establish NeedsSeptember 16, 2022
  3. 12.3.3The Skilled ConversationSeptember 16, 2022
  4. 12.3.4Agreeing Needs and Making a Formal RecordSeptember 16, 2022
  5. 12.3.5Understanding and Applying Eligibility CriteriaSeptember 16, 2022
  6. 12.3.6Communicating the Outcome and Next StepsSeptember 16, 2022

12.4Meeting Needs

  1. 12.4.1Establishing Ordinary ResidenceSeptember 16, 2022
  2. 12.4.2Requesting a Financial AssessmentSeptember 16, 2022
  3. 12.4.3Setting an Indicative BudgetSeptember 16, 2022
  4. 12.4.4Care and Support Planning
    Updated
    March 1, 2023
  5. 12.4.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetSeptember 16, 2022
  6. 12.4.6Arranging Support and ServicesSeptember 16, 2022

12.5Reviewing Support and Services

  1. 12.5.1Legal Requirements of a Care and Support Plan Review and Tools
    Updated
    March 1, 2023
  2. 12.5.2Preparing to Carry out a Care and Support Plan Review
    Updated
    March 1, 2023
  3. 12.5.3The Full Review ConversationSeptember 16, 2022
  4. 12.5.4The Light Touch Review ConversationSeptember 16, 2022
  5. 12.5.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordSeptember 16, 2022
  6. 12.5.6Actions Following a Care and Support Plan Review
    Updated
    March 1, 2023
  7. 12.5.7Monitoring Urgent or Interim Support and ServicesSeptember 16, 2022
  8. 12.5.8Reviewing a Direct Payment

13.Mental Health Social Work

13.1Contact and Referral

  1. 13.1.1Mental Health Social Work in WakefieldOctober 11, 2022
  2. 13.1.2Receiving a Contact or ReferralSeptember 16, 2022
  3. 13.1.3Contact and Referral Adult Care and Support Procedures
    Updated
    March 1, 2023

13.2Establishing Needs

  1. 13.2.1Introduction, Legal Requirements and ToolsSeptember 16, 2022
  2. 13.2.2Preparing to Establish NeedsSeptember 16, 2022
  3. 13.2.3The Skilled ConversationSeptember 16, 2022
  4. 13.2.4Agreeing Needs and Making a Formal RecordSeptember 16, 2022
  5. 13.2.5Understanding and Applying Eligibility CriteriaSeptember 16, 2022
  6. 13.2.6Communicating the Outcome and Next StepsSeptember 16, 2022

13.3Meeting Needs

  1. 13.3.1Establishing Ordinary ResidenceSeptember 16, 2022
  2. 13.3.2Requesting a Financial AssessmentSeptember 16, 2022
  3. 13.3.3Setting an Indicative BudgetSeptember 16, 2022
  4. 13.3.4Care and Support Planning
    Updated
    March 1, 2023
  5. 13.3.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetSeptember 16, 2022
  6. 13.3.6Arranging Support and ServicesSeptember 16, 2022

13.4Reviewing Support and Services

  1. 13.4.1Legal Requirements of a Care and Support Plan Review and Tools
    Updated
    March 1, 2023
  2. 13.4.2Preparing to Carry out a Care and Support Plan Review
    Updated
    March 1, 2023
  3. 13.4.3The Full Review ConversationSeptember 16, 2022
  4. 13.4.4The Light Touch Review ConversationSeptember 16, 2022
  5. 13.4.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordSeptember 16, 2022
  6. 13.4.6Actions Following a Care and Support Plan Review
    Updated
    March 1, 2023
  7. 13.4.7Monitoring Urgent or Interim Support and ServicesSeptember 16, 2022
  8. 13.4.8Reviewing a Direct Payment

13.5Functions under the Mental Health Act

  1. 13.5.1Care Programme ApproachNovember 5, 2021
  2. 13.5.2Social Circumstances Report
    Updated
    March 1, 2023

14.AMHP Procedure

  1. 14.0.1AMHP ProcedureOctober 11, 2022

15.Transition to Adult Care and Support

15.1Deciding Whether to Start Transition

  1. 15.1.1Deciding Whether to Start TransitionNovember 9, 2021
  2. 15.1.2Deciding Whether to Start Carers TransitionNovember 3, 2021
  3. 15.1.3Recording the Decision and Next StepsNovember 3, 2021

15.2Child's Needs Assessment

  1. 15.2.1Introduction, Legal Requirements and Tools (Child's Needs Assessment)November 9, 2021
  2. 15.2.2Preparing to Establish Needs (Child's Needs Assessment)November 9, 2021
  3. 15.2.3The Skilled Conversation (Child's Needs Assessment)November 9, 2021
  4. 15.2.4Agreeing Needs, Making a Formal Record and Next Steps (Child's Needs Assessment)April 12, 2022

15.3Carer's Transition Assessments

  1. 15.3.1Introduction, Legal Requirements and Tools (Carer's Transition)November 9, 2021
  2. 15.3.2Preparing to Establish the Needs of Parent CarersNovember 9, 2021
  3. 15.3.3Preparing to Establish the Needs of Young CarersNovember 3, 2021
  4. 15.3.4The Skilled Conversation (Parent Carers)September 27, 2021
  5. 15.3.5The Skilled Conversation (Young Carers)November 9, 2021
  6. 15.3.6Agreeing Needs, Making a Formal Record and Next Steps (Carer's Transition)April 12, 2022

15.4Transition Planning and Review

  1. 15.4.1Setting an Indicative Budget (Transition to Adult Care and Support)November 9, 2021
  2. 15.4.2The Transition PlanNovember 9, 2021
  3. 15.4.3Reviewing a Transition PlanNovember 9, 2021
  4. 15.4.4Reviewing an Education, Health and Care Plan (from 18 years)September 16, 2022

16.Carers

16.1Contact and Referral

  1. 16.1.1Receiving a Contact or ReferralSeptember 16, 2022
  2. 16.1.2Deciding the Outcome of a Contact or Referral (Carers)October 8, 2021
  3. 16.1.3Actions and Next Steps (Carers)March 1, 2023

16.2Establishing Needs

  1. 16.2.1Introduction, Legal Requirements and Tools (Carers)November 5, 2021
  2. 16.2.2Preparing to Establish Needs (Carers)September 29, 2021
  3. 16.2.3The Skilled Conversation (Carers)November 5, 2021
  4. 16.2.4Agreeing Needs and Making a Formal Record (Carers)April 12, 2022
  5. 16.2.5Understanding and Applying Eligibility Criteria (Carers)October 8, 2021
  6. 16.2.6Communicating the Outcome and Next Steps (Carers)September 16, 2021

16.3Meeting Needs

  1. 16.3.1Establishing Ordinary ResidenceSeptember 16, 2022
  2. 16.3.2Requesting a Financial AssessmentSeptember 16, 2022
  3. 16.3.3Setting an Indicative BudgetSeptember 16, 2022
  4. 16.3.4Support Planning
    Updated
    March 1, 2023
  5. 16.3.5Signing off a Support Plan and Agreeing a Final Personal BudgetNovember 3, 2021
  6. 16.3.6Arranging Support and ServicesSeptember 16, 2022

16.4Reviewing Support and Services

  1. 16.4.1Legal Requirements of a Support Plan Review and Tools
    Updated
    March 1, 2023
  2. 16.4.2Preparing to Carry out a Support Plan Review
    Updated
    March 1, 2023
  3. 16.4.3The Full Review Conversation (Carers)November 5, 2021
  4. 16.4.4The Light Touch Review Conversation (Carers)November 5, 2021
  5. 16.4.5Deciding the Outcome of a Support Plan Review and Making a Formal RecordSeptember 16, 2022
  6. 16.4.6Actions Following a Support Plan Review
    Updated
    March 1, 2023
  7. 16.4.7Monitoring Urgent or Interim Support and ServicesSeptember 16, 2022
  8. 16.4.8Reviewing a Direct Payment

Last Updated: March 1, 2023

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