Amendments

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’.

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

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

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.

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

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’. 

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

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

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’.

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.

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.

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).

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’.

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’.  

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’. 

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.

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.

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’.

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’.

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

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.

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.

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.

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.

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

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’. 

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

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’.

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.

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.

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’.  

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

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.

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.

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.

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

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’.

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.

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

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

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

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

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.

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

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.

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.

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

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

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

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

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

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

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.

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.

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

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

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.

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

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