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Amendments

2025

January 2025

Deprivation of Liberty Safeguards Procedure

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

Direct Payments

In January 2025, 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’.

Equality, Diversity and Human Rights

In January 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.

Recording and Keeping Records

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

Providing Information about a Person or Carer

In January 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.

Recognising and Responding to Deprivations of Liberty

In January 2025, this chapter has been updated following a full tri.x legal review.

NHS Continuing Healthcare Procedure

In January 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).

Debt Respite Scheme (Breathing Spaces) Procedure

In January 2025, Approved Mental Capacity Professionals were removed from the list of individuals that can apply for a Mental Health Crisis Breathing Space. Section 5, Applying for a Mental Health Crisis Breathing Space was amended to reflect the changes to the definition of mental health crisis treatment that were made following the case Kaye v Lees [2023] EWCH 152.

Death of a Person or Carer

In January 2025, 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.

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

In January 2025, this chapter was amended to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource section ‘Meeting Needs’.

No Recourse to Public Funds (NRPF)

In January 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.

Joint Packages of Health and Social Care

In January 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.  

Deputyship and Financial Affairs

In January 2025, 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, Making a Property and Affairs Deputyship Application regarding notifications. Information about fixed costs and Deputy renumeration was updated in Section 5, Exploring all Available Options. Information about Sibstar was added to Section 2, Identifying Support Needs.

End of Life Procedures and Practice Guidance

In January 2025, 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. 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. Additionally, information about The Victoria and Stuart Project end of life care planning toolkit was also added to Section 12, Learning Disability.

Care and Support Planning

In January 2025, 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 January 2025, this chapter was amended to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource section ‘Meeting Needs’.

Arranging Support and Services

In January 2025, Section 9, Out of Area Services was updated to clarify that Extra Care Housing is classified as specified accommodation.

Legal Requirements of a Care and Support Plan Review and Tools

In January 2025, 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 January 2025, 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 January 2025, this chapter was amended to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource section ‘Meeting Needs’.

The Light Touch Review Conversation

In January 2025, this chapter was amended to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource section ‘Meeting Needs’

The Skilled Conversation (Carers)

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

Legal Requirements of a Support Plan Review and Tools

In January 2025, this chapter was amended to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource section ‘Meeting Needs’.

The Light Touch Review Conversation (Carers)

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

AMHP Procedure

In January 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.

Understanding the Mental Health Act 1983

In January 2025, 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.

The Full Review Conversation (Carers)

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

2024

July 2024

Financial Assessment

In July 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 ‘Charging and Assessing Financial Resources’.

Social Media (use of)

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

Risk Assessment

In July 2024, details of the local Risk Assessment policy location was added. 

NHS-funded Nursing Care Procedure (FNC)

In July 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

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

Preparing to Establish Needs

In July 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’. 

Arranging Support and Services

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

Prisons and Approved Premises

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

Preparing to Establish the Needs of Parent Carers

In July 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’.

Deprivation of Liberty Safeguards Procedure

In July 2024, relevant text amendments were 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.

The Reablement Review

In July 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.

Section 117 Aftercare

In July 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).

Preparing to Establish the Needs of Young Carers

In July 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’.

Preparing to Establish Needs (Carers)

In July 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’.  

Introduction, Legal Requirements and Tools (Carers)

In July 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’. 

Recognising and Responding to Deprivations of Liberty

In July 2024, relevant text amendments were made throughout to reflect the feedback received following a full tri.x legal review of the Deprivation of Liberty Safeguards Procedure.

Understanding and Applying Eligibility Criteria (Occupational Therapy)

In July 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’. Additionally, it 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.

Preparing to Carry out a Support Plan Review

In July 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 Needs (Child's Needs Assessment)

In July 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’.

Requesting a Financial Assessment

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

Service Interruptions and Provider Failure

In July 2024, minor text amendments were made to Section 3, Failure of a Regulated Provider. These amendments were 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.

Continuity of Care Arrangements

In July 2024, text amendments were made to Section 1, An Introduction to Continuity of Care Arrangements. These amends 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.

Preparing to Carry out a Care and Support Plan Review

In July 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.

Understanding and Applying Eligibility Criteria

In July 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’. Additionally, it 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.

NHS Continuing Healthcare Procedure

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

Introduction, Legal Requirements and Tools (Occupational Therapy)

In July 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’. 

No Recourse to Public Funds (NRPF)

In July 2024, the Home Office Status, Verification, Enquiries and Checking service email was updated.

Understanding and Applying Eligibility Criteria (Carers)

In July 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’.

Joint Packages of Health and Social Care

In July 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.

Introduction, Legal Requirements and Tools

In July 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 Establish Needs (Occupational Therapy)

In July 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’.  

January 2024

Actions and Next Steps

In January 2024, information about the Caldicott Principles was added to the section ‘Providing Information about a Person/Carer’.

Actions and Next Steps (Carers)

Actions and Next Steps (Health Interface Service)

Actions and Next Steps (Occupational Therapy)

No Recourse to Public Funds (NRPF)

In January 2024 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. Additionally, a link to the government guidance ‘Asylum support’ was added to Section 7, Providing Information and Advice.

CareCubed Procedure

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

Deprivation of Liberty Safeguards Procedure

In January 2024 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.

Understanding the Mental Health Act 1983

In January 2024, this new chapter was added to the Mental Health Social Care section.  

Community Mental Health Framework

Recognising and Responding to Deprivations of Liberty

In January 2024, 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’.

Debt Respite Scheme (Breathing Spaces) Procedure

In January 2024, 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.

Monitoring Actions (Reablement)

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

Providing Information about a Person or Carer

In January 2024, information about the Caldicott Principles was added.

Receiving a Contact or Referral

In January 2024, a new section was added ‘Identifying Carers’.

Acting as an Appropriate Adult

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

Deputyship and Financial Affairs

In January 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.

Ordinary Residence Procedure

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

The Transition Plan

In January 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.

Section 117 Aftercare

In January 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.

Social Circumstances Report

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

Prisons and Approved Premises

2023

July 2023

Section 117 Aftercare

In July 2023, references to the 'Care Programme Approach (CPA)' were removed.

Ordinary Residence Procedure

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

Deciding Whether to Start Transition

In July 2023, a broken link to 'Deciding Whether to Start Carers Transition' in Section 1, Using this Procedure was fixed.

Deprivation of Liberty Safeguards Procedure

Section 4, Understanding the Deprivation of Liberty Safeguards was updated in July 2023 to provide greater clarity on state imputability.

Deputyship and Financial Affairs

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

NHS-funded Nursing Care Procedure (FNC)

Joint Packages of Health and Social Care

In July 2023 a link was added in Section 1, Section 117 to access the new Section 117 Aftercare chapter.

It has also been fully reviewed and refreshed.

Establishing Likely Eligibility for a Disabled Facilities Grant

In July 2023, a broken link to 'Applying for a Disabled Facilities Grant' in Section 3.1, When DFG eligibility is likely to be met was fixed.

End of Life Procedures and Practice Guidance

In July 2023 Section 10, Advance Care Planning has been refreshed to include information about the Universal Principles of Advance Care Planning.

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

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

Deciding the Outcome of a Contact or Referral

Deciding the Outcome of a Contact or Referral (Health Interface Service)

Deciding the Outcome of a Contact or Referral (Carers)

Recognising and Responding to Deprivations of Liberty

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 in July 2023 to provide greater clarity on state imputability.

No Recourse to Public Funds (NRPF)

In July 2023 This chapter was refreshed throughout and amended to reflect changes to the immigration status requirements for people from EEA countries.

February 2023

Commissioning and Sourcing Care Procedure

In February 2023, Section 1, Using this Procedure was updated to include references to ASC processes in the Local Resource area.