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Amendments

2024

November 2024

Arranging Support and Services

In November 2024, Section 8, Out of Area Services was updated to clarify that Extra Care Housing is classified as specified accommodation.

Debt Respite Scheme (Breathing Spaces) Procedure

In November 2024, Approved Mental Capacity Professionals were removed from the list of individuals that can apply for a Mental Health Crisis Breathing Space.

The Light Touch Review Conversation

In November 2024, this chapter was amended to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource section ‘Meeting Needs’.

Support Planning

In November 2024, this chapter was amended to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource section ‘Meeting Needs’.

Deprivation of Liberty Safeguards Procedure

In November 2024, Section 4, Understanding the Deprivation of Liberty Safeguards was updated to provide additional clarity about continuous supervision, free to leave and state imputability. In Section 5, Receiving a Standard Authorisation Request a ‘need to know’ box has been added with information about responding to requests from an eligible person.

Signing off a Support Plan and Agreeing a Final Personal Budget

In November 2024, this chapter was amended to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource section ‘Meeting Needs’.

Legal Requirements of a Support Plan Review and Tools

In November 2024, this chapter was amended to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource section ‘Meeting Needs’.

Signing Off a Care and Support Plan and Agreeing a Final Personal Budget

In November 2024, this chapter was amended to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource section ‘Meeting Needs’.

Joint Packages of Health and Social Care

In November 2024, an amendment was made to Section 3, Local Joint Package of Care Arrangements to clarify that the Care and Support Statutory Guidance requires the Local Authority and ICB to agree a local dispute resolution process to resolve any disputes regarding the apportionment of funding in joint funded care and support packages.  

Deciding the Outcome of a Contact or Review Request

In November 2024, Section 3, What must be considered was updated to reflect other chapters in the manual.

Understanding the Mental Health Act 1983

In November 2024, text improvements were made to this chapter. This included adding information about the Right Care Right Person guidance used by the police and the interface between the Mental Health Act and the Mental Capacity Act 2005.

Deputyship and Financial Affairs

In November 2024, information was added to Section 4, Concerns About an Appointee, Deputy or Donee and Section 5, Exploring all Available Options to clarify that the Court of Protection can also revoke a Deputyship or Lasting Power of Attorney. Further information was also added to section 6 regarding notifications. Information about fixed costs and Deputy renumeration was updated in Section 5, Exploring all Available Options.

Discharge to Assess (Home First)

In November 2024, the link to NHS England: Quick Guide: Discharge to Assess has been removed.

Recognising and Responding to Deprivations of Liberty

In November 2024, this chapter has been updated following a full tri.x legal review.

NHS Continuing Healthcare Procedure

In November 2024, amendments were made to Section 2, An Introduction to NHS Continuing Healthcare Funding and Section 5, Providing Information and Advice about NHS Continuing Healthcare. This included adding information about PUPoC (Previously unassessed periods of care).

The Light Touch Review Conversation (Carers)

In November 2024, this chapter was amended to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource section ‘Meeting Needs’.

Care and Support Planning

In November 2024, this chapter was amended to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource section ‘Meeting Needs’.

Setting an Indicative Budget

In November 2024, this chapter was amended to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource section ‘Meeting Needs’.

End of Life Procedures and Practice Guidance

In November 2024, the SCIE End of Life Hub was removed from Section 7, Good Practice Guidance for End of Life as it is no longer available. It was replaced with BASW guidance: The role of social workers in palliative, end of life and bereavement care.

Legal Requirements of a Care and Support Plan Review and Tools

In November 2024, this chapter was amended to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource section ‘Meeting Needs’.

Death of a Person or Carer

In November 2024, information was added to Section 2, Notifying Others about notifications that may need to be made when a person/carer dies, including the requirement that local authorities should notify Ofsted of the death of any care leaver under the age of 25, where it is aware of their care leaver status.

Providing Information about a Person or Carer

In November 2024, Section 1, Maintaining Confidentiality about a Person or Carer was amended to clarify that the Data Protection Act 2018 and UK GDPR do not prevent the sharing of information for safeguarding purposes.

Risk Assessment

In November 2024 the broken link was replaced alongside the subheading being updated as requested by the customer.

Recording and Keeping Records

In November 2024, Section 3, Principles of Good Recording was updated to include links to resources that support anti-discriminatory recording.

Direct Payments

In November 2024, this chapter was replaced with an updated version following a full review. This new version reflects feedback received following a full tri.x legal review of the Care Act 2014 Resource section ‘Direct Payments’.

May 2024

Deprivation of Liberty Safeguards Procedure

In May 2024, relevant text amends have been made throughout to reflect the feedback received following a full tri.x legal review. In addition to this, information about use of the ADASS Priority Tool for Deprivation of Liberty Requests was added to Section 5, 'Receiving a Standard Authorisation Request'. 

Recognising and Responding to Deprivations of Liberty

In May 2024, relevant text amends have been made throughout to reflect the feedback received following a full tri.x legal review of the Deprivation of Liberty Safeguards Procedure.

Financial Assessment

In May 2024, this chapter has been replaced with an updated version following a full review. This new version reflects feedback received following a full tri.x legal review of the Care Act 2014 Resource section 'Charging and Assessing Financial Resources'.

Social Circumstances Report

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

Requesting a Financial Assessment

In May 2024, text amends were made to reflect changes made to the chapter 'Financial Assessment'.

Preparing to Establish Needs (Occupational Therapy)

In May 2024, text amends have been made to the section 'Arranging the Assessment and Preparing the Person'. These amends have been made to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource chapter 'Carrying Out an Assessment'.

No Recourse to Public Funds (NRPF)

In May 2024, a link to the government guidance 'Asylum support' was added to Section 7, 'Providing Information and Advice'. The Home Office Status, Verification, Enquiries and Checking service email was updated.

Introduction, Legal Requirements and Tools

In May 2024, text amends have been made to the section 'The Purpose of any Assessment'. These amends have been made to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource chapter 'The Purpose of Assessment'. 

NHS Continuing Healthcare Procedure

In May 2024, relevant text amends have been made throughout to reflect the feedback received following a full tri.x legal review.

NHS-funded Nursing Care Procedure (FNC)

In May 2024, relevant text amends have been made throughout to reflect the feedback received following a full tri.x legal review of the NHS Continuing Healthcare Procedure.

Social Media (use of)

In May 2024, Twitter was changed to X (formerly Twitter).

Service Interruptions and Provider Failure

In May 2024, minor text amends have been made to Section 3, 'Failure of a Regulated Provider'. These amends have been made to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource chapter 'Commissioning Responsibilities under the Care Act'.

Understanding and Applying Eligibility Criteria (Occupational Therapy)

In May 2024, minor text amends have been made to the section 'Applying the Eligibility Criteria'. These amends have been made to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource chapter 'The National Eligibility Criteria'.

Joint Packages of Health and Social Care

In May 2024, relevant text amends have been made throughout to reflect the feedback received following a full tri.x legal review of the NHS Continuing Healthcare Procedure.

Discharge to Assess (Home First)

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

Introduction, Legal Requirements and Tools (Occupational Therapy)

In May 2024, text amends have been made to the section 'The Purpose of any Assessment'. These amends have been made to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource chapter 'The Purpose of Assessment'. 

Deputyship and Financial Affairs

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

Prisons and Approved Premises

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

Continuity of Care Arrangements

In May 2024, text amends have been made to Section 1 'An Introduction to Continuity of Care Arrangements'. These amends have been 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'.

Preparing to Establish Needs

In May 2024, text amends have been made to the section 'Arranging the Assessment and Preparing the Person'. These amends have been made to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource chapter 'Carrying Out an Assessment'. 

Receiving a Contact or Referral

In May 2024, a new section was added 'Identifying Carers'.

Understanding and Applying Eligibility Criteria

In May 2024, minor text amends have been made to the section 'Applying the Eligibility Criteria'. These amends have been made to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource chapter 'The National Eligibility Criteria'.

Section 117 Aftercare

In May 2024, a scope box has been added to top of this chapter, alerting and signposting practitioners to the statutory guidance issued in January 2024: Discharge from mental health inpatient settings. The chapter has also had a full legal review and additional information has been added in Section 5, 'Aftercare Planning and Assessment' around support to claim benefits in line with the findings of the ombudsman decision NHS Devon ICB (22 008 927b).

Preparing to Carry out a Care and Support Plan Review

In May 2024, text amends have been made to the section 'Arranging the Review and Preparing the Person'. These amends have been made to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource chapter 'Carrying Out an Assessment'.

Arranging Support and Services

In May 2024, Section 8, 'Out of Area Services' was updated to reflect amends made previously to Ordinary Residence chapters following a legal review.

Acting as an Appropriate Adult

In May 2024, this new chapter was added to the Specialist Procedures section.

Preparing to Establish the Needs of Parent Carers

In May 2024, text amends have been made to the section 'Arranging the Assessment and Preparing the Parent Carer'. These amends have been made to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource chapter 'Carrying Out an Assessment'.

Preparing to Establish Needs (Child's Needs Assessment)

In May 2024, text amends have been made to the section 'Arranging the Assessment and Preparing the Young Person'. These amends have been made to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource chapter 'Carrying Out an Assessment'.

Understanding and Applying Eligibility Criteria (Carers)

In May 2024, minor text amends have been made to the section 'Applying the Eligibility Criteria'. These amends have been made to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource chapter 'The National Eligibility Criteria'.

Introduction, Legal Requirements and Tools (Carers)

In May 2024, text amends have been made to the section 'The Purpose of any Assessment'. These amends have been made to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource chapter 'The Purpose of Assessment'.  

Preparing to Establish the Needs of Young Carers

In May 2024, text amends have been made to the section 'Arranging the Assessment and Preparing the Young Carer'. These amends have been made to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource chapter 'Carrying Out an Assessment'.

Equality, Diversity and Human Rights

In May 2024, this new chapter was added to the 'Universal Procedures' section.

Preparing to Establish Needs (Carers)

In May 2024, text amends have been made to the section 'Arranging the Assessment and Preparing the Carer'. These amends have been made to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource chapter 'Carrying Out an Assessment'.

February 2024

Providing Equipment

In February 2024, Section 9, OT Assessment and Care Plan was updated with local information.

2023

November 2023

The Transition Plan

In November 2023, the government toolkit ‘Making Finance Decisions for Young People: Parent and Carer Toolkit’ was added to the list of tools to support the Transition Plan conversation.

Deputyship and Financial Affairs

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

Recognising and Responding to Deprivations of Liberty

In November 2023, this chapter was fully reviewed and refreshed. This included moving information about Best Interests into the section ‘Applying to the Court’, adding information about the National Deprivation of Liberty Court and adding a new section ‘Challenging a DoLS Authorisation using Section 21A’.

Contact and Referral Adult Care and Support Procedures

In November 2023, information about the Caldicott Principles was added to the section ‘Providing Information about a Person’.

Understanding the Mental Health Act 1983

In November 2023, this new chapter was added to the Integrated Community Mental Health Teams section.

Ordinary Residence Procedure

In November 2023, Section 5, ‘Meeting the Urgent Needs of a Person who is not Ordinarily Resident’ was reviewed and refreshed. A link to the Section 117 Aftercare chapter section on ordinary residence was also added.

Community Mental Health Framework

In November 2023, this new chapter was added to the Integrated Community Mental Health Teams section. 

Actions and Next Steps (Front Door into Services)

In November 2023, information about the Caldicott Principles was added to the section ‘Providing Information about a Person/Carer’.

Debt Respite Scheme (Breathing Spaces) Procedure

In November 2023, a new section was added ‘Final Demand Guide’. 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.

Providing Information about a Person or Carer

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

Actions and Next Steps (Countywide Review Service)

In November 2023, information about the Caldicott Principles was added to the section ‘Providing Information about a Person’.

No Recourse to Public Funds (NRPF)

In November 2023, the guidance ‘Supporting Migrants Lacking Mental Capacity in Relation to Immigration Matters’ was added to Section 1, Using this Procedure and Further Guidance. Section 11 was also updated to include Shared Lives placements.

Section 117 Aftercare

In November 2023, Section 3, Ordinary Residence was updated to reflect the Supreme Court judgement R (Worcestershire County Council) v Secretary of State for Health and Social Care [2023] UKSC 31. A link to the Community Mental Health Framework for Adults and Older Adults documents was also added to Section 9, Further Information. 

Deprivation of Liberty Safeguards Procedure

In November 2023, Section 15, Challenging an Authorisation using Section 21A and Section 16, The Future of the Deprivation of Liberty Safeguards were added. At the same time, the chapter Liberty Protection Safeguards Procedure was deleted.

Actions and Next Steps (Occupational Therapy)

In November 2023, information about the Caldicott Principles was added to the section ‘Providing Information about a Person’.

Actions and Next Steps (Carers)

In November 2023, information about the Caldicott Principles was added to the section ‘Providing Information about a Carer’.

Actions and Next Steps

In November 2023, information about the Caldicott Principles was added to the section ‘Providing Information about a Person’.  

Actions and Next Steps (Hospital Social Work Teams)

In November 2023, information about the Caldicott Principles was added to the section ‘Providing Information about a Person’.

Deciding the Outcome of a Contact or Referral (Carers)

In November 2023, the section ‘Ordinary Residence’ was reviewed and refreshed. 

Deciding the Outcome of a Contact or Referral (Occupational Therapy)

Deciding the Outcome of a Contact or Referral

Deciding the Outcome of a Contact or Referral (Hospital Social Work Teams)

Deciding the Outcome of a Contact or Referral (Front Door into Services)