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Amendments

2025

March 2025

Debt Respite Scheme (Breathing Spaces) Procedure

In March 2025, amendments were made to Section 5, Applying for a Mental Health Crisis Breathing Space. This was to reflect the changes to the definition of mental health crisis treatment that were made following the case Kaye v Lees [2023] EWCH 152. 

The Skilled Conversation (Carers)

In March 2025, Section 8, Good Information and Advice and Prevention was updated to include information about carers leave.

Joint Packages of Health and Social Care

In March 2025, 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.   

End of Life Procedures and Practice Guidance

In March 2025, The Skills for Care Common Core Principles and Competencies in Section 7, Good Practice Guidance for End of Life Care was removed and replaced with The Universal Principles for Advance Care Planning. Information about The Victoria and Stuart Project end of life care planning toolkit was added to Section 12, Learning Disability.

Co-production

In March 2025, this new chapter was added to the Universal Procedures section. 

No Recourse to Public Funds (NRPF)

In March 2025, Section 11, Meeting Needs and Review was updated to include information about alternative temporary housing options that can be explored. Additionally, Section 13, People with NRPF who are Receiving After-Care under Section 117 of the Mental Health Act 1983 was refreshed and a link added to the Section 117 Aftercare chapter.

Protecting Moveable Property and Belongings

In March 2025, A full tri.x review of the chapter, Protecting Moveable Property and Belongings was carried out. The chapter was renamed, and all content was updated. This included incorporating amendments made to the Care Act 2014 Resource chapter, Protecting Property of Adults being Cared for Away from Home following a recent full legal review.

AMHP Procedure

In March 2025, Section 5, How to Contact the Service, was updated to clarify that a request for a Mental Health Act assessment should be made at the earliest possible opportunity.

Direct Payments

In March 2025, information about prepaid cards was added into Section 1, What is a Direct Payment.

Equality, Diversity and Human Rights

In March 2025, the link to SCIE: Equality Act 2010 - overview for social care was removed in Section 6, Further Information and Guidance, as the page is no longer available.

The Full Review Conversation (Carers)

In March 2025, Section 8, Good Information and Advice and Prevention was updated to include information about carers leave.

Recording and Keeping Records

In March 2025, Section 3, Principles of Good Recording was updated to include links to resources that support anti-discriminatory recording. 

Actions and Next Steps (Carers)

In March 2025, Section 4, Providing Information about a Carer was updated to reflect amendments made to the chapter Providing Information about a Person or Carer following a full tri.x legal review.

Providing Information about a Person or Carer

In March 2025, 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. Additionally, this chapter was updated throughout following a full tri.x legal review.

NHS Continuing Healthcare Procedure

In March 2025, 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 March 2025, Section 8, Good Information and Advice and Prevention was updated to include information about carers leave.

Deprivation of Liberty Safeguards Procedure

In March 2025, the link to the ADASS Priority Tool for Deprivation of Liberty Requests was updated in Section 5, Receiving a Standard Authorisation Request.

Contact and Referral Adult Care and Support Procedures

In March 2025, Section 10, Providing Information about a Person was updated to reflect amendments made to the chapter Providing Information about a Person or Carer following a full tri.x legal review.

2024

September 2024

Introduction, Legal Requirements and Tools (Carers)

In September 2024, text amendments were made to Section 3, The Purpose of any Assessment. These amendments were made to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource chapter ‘The Purpose of Assessment’.  

End of Life Procedures and Practice Guidance

In September 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.

Preparing to Establish the Needs of Parent Carers

In September 2024, text amendments were made to Section 5, Arranging the Assessment and Preparing the Parent Carer. These amendments were made to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource chapter ‘Carrying Out an Assessment’.

Deputyship and Financial Affairs

In September 2024, information was added to Sections 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, Making a Property and Affairs Deputyship Application, regarding notifications.

Support Planning

In September 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 September 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 September 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 was added with information about responding to requests from an eligible person.

Preparing to Establish Needs (Occupational Therapy)

In September 2024, text amendments were made to Section 4, Arranging the Assessment and Preparing the Person. These amendments were made to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource chapter ‘Carrying Out an Assessment’.  

Legal Requirements of a Care and Support Plan Review and Tools

In September 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 Support Plan and Agreeing a Final Personal Budget

In September 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’.

Preparing to Establish Needs (Reablement)

In September 2024, text amendmets were made to Section 1, Arranging the Assessment and Preparing the Person. These amendments were made to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource chapter ‘Carrying Out an Assessment’.

Introduction, Purpose and Tools (Reablement)

In September 2024, text amendments were made to Section 2, The Purpose of any Assessment. These amendments were made to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource chapter ‘The Purpose of Assessment’. 

Direct Payments

In September 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’.

Understanding and Applying Eligibility Criteria (Occupational Therapy)

In September 2024, Section 3, Applying the Eligibility Criteria was updated to include information from the Care and Support statutory guidance about establishing whether the person's needs arise from a physical or mental impairment or illness. Minor text amendments were made. These amendments were made to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource chapter ‘The National Eligibility Criteria’.

Preparing to Carry out a Care and Support Plan Review

In September 2024, text amendments were made to Section 5, Arranging the Review and Preparing the Person. These amendments were made to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource chapter ‘Carrying Out an Assessment’.

Care and Support Planning

In September 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’.

Debt Respite Scheme (Breathing Spaces) Procedure

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

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

In September 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’

Section 117 Aftercare

In September 2024, a scope box was added to the top of this chapter, alerting and signposting practitioners to the statutory guidance issued in January 2024: Discharge from mental health inpatient settings. The chapter also had a full legal review and additional information was 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).

Prisons and Approved Premises

In September 2024, information about the Probation Finder was added to Section 2, Information about Prisons and Approved Premises.

Introduction, Legal Requirements and Tools

In September 2024, text amendments were made to Section 3, The Purpose of any Assessment. These amendments were 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 Carry out a Support Plan Review

In September 2024, text amendments were made to Section 5, Arranging the Review and Preparing the Carer. These amendments were 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 the Needs of Young Carers

In September 2024, text amendments were made to Section 5, Arranging the Assessment and Preparing the Young Carer. These amendments were made to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource chapter ‘Carrying Out an Assessment’.

The Light Touch Review Conversation (Carers)

In September 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’.

Recognising and Responding to Deprivations of Liberty

In September 2024, this chapter was updated following a full tri.x legal review.

Legal Requirements of a Support Plan Review and Tools

In September 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’.

Introduction, Legal Requirements and Tools (Occupational Therapy)

In September 2024, text amendments were made to Section 3, The Purpose of any Assessment. These amendments were made to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource chapter ‘The Purpose of Assessment’. 

The Light Touch Review Conversation

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

Preparing to Establish Needs (Carers)

In September 2024, text amendments were made to Section 5, Arranging the Assessment and Preparing the Carer. These amendments were 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 September 2024, text amendments were made to Section 5, Arranging the Assessment and Preparing the Young Person. These amendments were made to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource chapter ‘Carrying Out an Assessment’

Social Media (use of)

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

The Reablement Review

In September 2024, text amendments were made to Section 7, Preparing for the Review. These amendments were 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

In September 2024, Section 3, Applying the Eligibility Criteria was updated to include information from the Care and Support statutory guidance about establishing whether the person's needs arise from a physical or mental impairment or illness. Minor text amendments were made. These amendments were made to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource chapter ‘The National Eligibility Criteria’.

Arranging Support and Services

In September 2024, Section 9, Out of Area Services was updated to reflect amendments made previously to Ordinary Residence chapters following a legal review.

Understanding and Applying Eligibility Criteria (Carers)

In September 2024, minor text amendments were made to Section 3, Applying the Eligibility Criteria. These amendments were made to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource chapter ‘The National Eligibility Criteria’.

Preparing to Establish Needs

In September 2024, text amendments were made to Section 5, Arranging the Assessment and Preparing the Person. These amendments were made to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource chapter ‘Carrying Out an Assessment’. 

March 2024

Joint Packages of Health and Social Care

In March 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.

Requesting a Financial Assessment

In March 2024, text amends were made to reflect changes made to the chapter ‘Financial Assessment’.

No Recourse to Public Funds (NRPF)

In March 2024, a link to the government guidance ‘Asylum support’ was added to Section 7, Providing Information and Advice. The guidance ‘Supporting Migrants Lacking Mental Capacity in Relation to Immigration Matters’ was added to Section 1, Using this Procedure and Further Guidance. Additionally, in Section 6, the Home Office Status, Verification, Enquiries and Checking service email was updated.

Monitoring Actions (Reablement)

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

Social Circumstances Report

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

NHS Continuing Healthcare Procedure

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

Service Interruptions and Provider Failure

In March 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’.

Receiving a Contact or Referral

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

Ordinary Residence Procedure

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

CareCubed Procedure

In March 2024, this chapter was reviewed. As part of this review, the telephone number for iESE was removed as it is no longer valid.

NHS-funded Nursing Care Procedure (FNC)

In March 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.

Understanding the Mental Health Act 1983

In March 2024, Section 4, Sections of the Mental Health Act 1983 was updated to include information about Section 135 (2).

Discharge to Assess (Home First)

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

Recognising and Responding to Deprivations of Liberty

In March 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.

Section 117 Aftercare

In March 2024, 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.

The Transition Plan

In March 2024, 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 March 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.

Continuity of Care Arrangements

In March 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’.

Prisons and Approved Premises

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

Deprivation of Liberty Safeguards Procedure

In March 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.

2023

September 2023

Understanding the Mental Health Act 1983

This chapter was added in September 2023.

Community Mental Health Framework

Deprivation of Liberty Safeguards Procedure

In September 2023, Section 4 ‘Understanding the Deprivation of Liberty Safeguards’ was updated to provide greater clarity on state imputability. Additionally in Section 15 ‘Challenging an Authorisation using Section 21A’ and Section 16 ‘The Future of the Deprivation of Liberty Safeguards’ were added. The chapter Liberty Protection Safeguards Procedure was also deleted.

Recognising and Responding to Deprivations of Liberty

In September 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’. , Additionally, section 2 ‘Identifying Deprivations of Liberty (ages 18 and over)’ and section 5 ‘Identifying and Responding to Deprivations of Liberty (ages 16 and 17) were both updated to provide greater clarity on state imputability.   

Actions and Next Steps (Family Connect)

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

Contact and Referral Adult Care and Support Procedures

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

Actions and Next Steps (Carers)

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

Actions and Next Steps (Occupational Therapy)

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

Providing Information about a Person or Carer

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

Deputyship and Financial Affairs

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

Establishing Likely Eligibility for a Disabled Facilities Grant

In September 2023, a broken link in Section 3.1 was fixed 

Debt Respite Scheme (Breathing Spaces) Procedure

In September 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.

End of Life Procedures and Practice Guidance

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

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. Additionally in Section 11 to include Share Lives placements. 

Actions and Next Steps (TICAT)

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

Applying for a Disabled Facilities Grant

In September 2023 a broken link was fixed. 

Actions and Next Steps

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

Deciding Whether to Start Transition

In September 2023, a broken link in Section 1 has been fixed.

Joint Packages of Health and Social Care

In September 2023 this chapter was fully reviewed and refreshed.

Ordinary Residence Procedure

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

Actions and Next Steps (Reablement)

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

Deciding the Outcome of a Contact or Referral (Reablement)

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

Deciding the Outcome of a Contact or Referral (Carers)

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 (TICAT)

Deciding the Outcome of a Contact or Referral (Family Connect)

NHS Continuing Healthcare Procedure

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

NHS-funded Nursing Care Procedure (FNC)

Section 117 Aftercare

In September 2023 references to the Care Programme Approach (CPA) were removed. In addition, 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.

March 2023

Providing Information about a Person or Carer

In March 2023, this new chapter has been added to the Universal Procedures. The information previously sat in the chapter ‘Actions and Next Steps’ but has been relocated.

Section 117 Aftercare

In March 2023, this new chapter has been added to the Mental Health Social Work section of the contents list.

Legal Requirements of a Care and Support Plan Review and Tools

In March 2023, this procedure has been revised to better clarify the statutory requirements around the frequency in which Care and Support Plans should be reviewed

Care and Support Planning

In March 2023, this procedure has been revised to better clarify the statutory requirements around the frequency in which Care and Support Plans should be reviewed

Support Planning

In March 2023, this procedure has been revised to better clarify the statutory requirements around the frequency in which Support Plans should be reviewed

Social Circumstances Report

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

Actions Following a Support Plan Review

In March 2023, this procedure has been revised to better clarify the statutory requirements around the frequency in which Support Plans should be reviewed

Preparing to Carry out a Support Plan Review

In March 2023, this procedure has been revised 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

In March 2023, this procedure has been revised to better clarify the statutory requirements around the frequency in which Support Plans should be reviewed

Recording and Keeping Records

In March 2023, a link has been added to the new ‘Providing Information about a Person or Carer’ chapter.

Actions Following a Care and Support Plan Review

In March 2023, this procedure has been revised to better clarify the statutory requirements around the frequency in which Care and Support Plans should be reviewed

Preparing to Carry out a Care and Support Plan Review

In March 2023, this procedure has been revised to better clarify the statutory requirements around the frequency in which Care and Support Plans should be reviewed.

CareCubed Procedure

In March 2023, this procedure has been updated to reflect the fact that CareCubed no longer works on individual licenses.

Joint Packages of Health and Social Care

In March 2023, a reference and link to the new Section 117 Aftercare chapter has been added.

Contact and Referral Adult Care and Support Procedures

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

Actions and Next Steps (Carers)

Actions and Next Steps (Family Connect)

Actions and Next Steps (TICAT)

Actions and Next Steps

Actions and Next Steps (Reablement)

Actions and Next Steps (Occupational Therapy)