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2.2Deprivation of Liberty
- 2.2.1Deprivation of Liberty Safeguards ProcedureJanuary 15, 2026
- 2.2.2Recognising and Responding to Deprivations of LibertyJanuary 15, 2026
3.Safeguarding Adults
- 3.0.1Safeguarding AdultsJanuary 15, 2026
4.Universal Procedures (used by all teams)
- 4.0.1Equality, Diversity and Human RightsJanuary 15, 2026
- 4.0.2Recording and Keeping RecordsJuly 2, 2025
- 4.0.3Providing Information about a Person or CarerJuly 2, 2025
- 4.0.4Professional CuriosityUpdatedJanuary 15, 2026
- 4.0.5Financial AssessmentJanuary 15, 2026
- 4.0.6Commissioning and Sourcing Care ProcedureJuly 3, 2024
- 4.0.7Direct PaymentsJanuary 15, 2026
- 4.0.8Assistive Technology and TelecareDecember 16, 2022
- 4.0.9Risk AssessmentUpdatedJanuary 15, 2026
- 4.0.10Lone WorkingDecember 16, 2022
- 4.0.11Joint WorkNovember 3, 2021
- 4.0.12Co-productionJanuary 15, 2026
- 4.0.13Social Media (use of)January 15, 2026
- 4.0.14Storage of Data on Practitioners' Mobile DevicesJanuary 15, 2026
- 4.0.15Interpreter and Translation ServicesJuly 2, 2025
- 4.0.16Death of a Person or CarerJanuary 15, 2025
5.Specialist Procedures
- 5.0.1Individual Service FundsJuly 3, 2023
- 5.0.2Deputyship and Financial AffairsJanuary 15, 2025
- 5.0.3Debt Respite Scheme (Breathing Spaces) ProcedureJanuary 15, 2026
- 5.0.4Housing and HomelessnessJuly 2, 2025
- 5.0.5CareCubed ProcedureJanuary 15, 2024
- 5.0.6Minor Works and Community EquipmentDecember 16, 2022
- 5.0.7Joint Packages of Health and Social CareJanuary 15, 2025
- 5.0.8NHS Continuing Healthcare ProcedureJanuary 15, 2026
- 5.0.9NHS-funded Nursing Care Procedure (FNC)July 3, 2024
- 5.0.10End of Life Procedures and Practice GuidanceJanuary 15, 2025
- 5.0.11Legal ServicesNovember 22, 2021
- 5.0.12Ordinary Residence ProcedureJanuary 15, 2024
- 5.0.13Continuity of Care ArrangementsJuly 3, 2024
- 5.0.14Cross Border PlacementsJuly 3, 2024
- 5.0.15Protecting Moveable PropertyJuly 2, 2025
- 5.0.16Service Interruptions and Provider FailureJuly 3, 2024
- 5.0.17No Recourse to Public Funds (NRPF)January 15, 2026
- 5.0.18Prisons and Approved PremisesJuly 2, 2025
- 5.0.19Acting as an Appropriate AdultUpdatedJanuary 15, 2026
- 5.0.20Working Effectively with Parents and Children's ServicesUpdatedJanuary 15, 2026
6.1Contact and Referral
- 6.1.1Receiving a Contact or ReferralJuly 2, 2025
- 6.1.2Deciding the Outcome of a Contact or Referral (Health Interface Service)January 15, 2026
- 6.1.3Actions and Next StepsUpdatedJanuary 15, 2026
6.2Discharge to Assess and Intermediate Care
- 6.2.1Discharge to Assess and Intermediate CareJuly 2, 2025
- 6.2.2Monitoring Urgent or Interim Support and ServicesJuly 3, 2024
6.3Establishing Needs
- 6.3.1Introduction, Legal Requirements and ToolsJuly 3, 2024
- 6.3.2Preparing to Establish NeedsJanuary 15, 2025
- 6.3.3The Skilled ConversationJanuary 15, 2026
- 6.3.4Agreeing Needs and Making a Formal RecordDecember 16, 2022
- 6.3.5Understanding and Applying Eligibility CriteriaJanuary 15, 2026
- 6.3.6Communicating the Outcome and Next StepsJanuary 15, 2026
6.4Meeting Needs
- 6.4.1Establishing Ordinary ResidenceJanuary 15, 2025
- 6.4.2Requesting a Financial AssessmentJanuary 15, 2026
- 6.4.3Setting an Indicative BudgetJanuary 15, 2025
- 6.4.4Care and Support PlanningJanuary 15, 2026
- 6.4.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetUpdatedJanuary 15, 2026
- 6.4.6Arranging Support and ServicesJanuary 15, 2025
6.5Reviewing Support and Services
- 6.5.1Legal Requirements of a Care and Support Plan Review and ToolsJanuary 15, 2025
- 6.5.2Preparing to Carry out a Care and Support Plan ReviewJanuary 15, 2025
- 6.5.3The Review ConversationUpdatedJanuary 15, 2026
- 6.5.4Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordJuly 3, 2024
- 6.5.5Actions Following a Care and Support Plan ReviewJanuary 15, 2026
- 6.5.6Reviewing a Direct Payment
7.1Using these Procedures - Reablement
- 7.1.1Using these Procedures - ReablementDecember 16, 2022
7.2Arranging Reablement
- 7.2.1The Reablement PlanJanuary 15, 2026
- 7.2.2Arranging the Reablement ServiceDecember 16, 2022
7.3Monitoring and Reviewing Reablement
- 7.3.1Monitoring ReablementJanuary 15, 2024
- 7.3.2Monitoring Actions (Reablement)January 15, 2026
- 7.3.3The Reablement ReviewJanuary 15, 2025
- 7.3.4Deciding the Outcome of a Reablement Review and Making a Formal RecordOctober 8, 2021
- 7.3.5Actions Following a Reablement ReviewJanuary 15, 2026
8.1Contact and Referral
- 8.1.1Receiving a Contact or ReferralJuly 2, 2025
- 8.1.2Deciding the Outcome of a Contact or Referral (Occupational Therapy)January 15, 2026
- 8.1.3Actions and Next StepsUpdatedJanuary 15, 2026
8.2Establishing Needs
- 8.2.1Introduction, Legal Requirements and Tools (Occupational Therapy)July 3, 2024
- 8.2.2Preparing to Establish Needs (Occupational Therapy)July 2, 2025
- 8.2.3The Skilled Conversation (Occupational Therapy)January 15, 2026
- 8.2.4Agreeing Needs, Making a Formal Record and Next Steps (Occupational Therapy)July 3, 2024
- 8.2.5Establishing Likely Eligibility for a Disabled Facilities GrantJuly 3, 2023
- 8.2.6Understanding and Applying Eligibility Criteria (Occupational Therapy)January 15, 2026
- 8.2.7Communicating the Outcome and Next Steps (Occupational Therapy)January 15, 2026
8.3Meeting Needs
- 8.3.1Establishing Ordinary Residence (Occupational Therapy)September 28, 2021
- 8.3.2Requesting a Financial AssessmentJanuary 15, 2026
- 8.3.3Applying for a Disabled Facilities GrantJanuary 15, 2024
- 8.3.4The Outcome of the Disabled Facilities Grant Application and Next StepsNovember 3, 2021
- 8.3.5Providing EquipmentJuly 3, 2024
- 8.3.6Equipment in a Care HomeJuly 3, 2024
- 8.3.7Providing Direct SupportJuly 3, 2024
8.4Monitoring and Review
- 8.4.1Monitoring and ReviewJanuary 15, 2026
9.Sensory Loss Service
- 9.0.1Hearing Loss
- 9.0.2Sight Loss
10.1Contact and Referral
- 10.1.1Receiving a Contact or ReferralJuly 2, 2025
- 10.1.2Deciding the Outcome of a Contact or ReferralJanuary 15, 2026
- 10.1.3Actions and Next StepsUpdatedJanuary 15, 2026
10.2Establishing Needs
- 10.2.1Introduction, Legal Requirements and ToolsJuly 3, 2024
- 10.2.2Preparing to Establish NeedsJanuary 15, 2025
- 10.2.3The Skilled ConversationJanuary 15, 2026
- 10.2.4Agreeing Needs and Making a Formal RecordDecember 16, 2022
- 10.2.5Understanding and Applying Eligibility CriteriaJanuary 15, 2026
- 10.2.6Communicating the Outcome and Next StepsJanuary 15, 2026
10.3Meeting Needs
- 10.3.1Establishing Ordinary ResidenceJanuary 15, 2025
- 10.3.2Requesting a Financial AssessmentJanuary 15, 2026
- 10.3.3Setting an Indicative BudgetJanuary 15, 2025
- 10.3.4Care and Support PlanningJanuary 15, 2026
- 10.3.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetUpdatedJanuary 15, 2026
- 10.3.6Arranging Support and ServicesJanuary 15, 2025
10.4Reviewing Support and Services
- 10.4.1Legal Requirements of a Care and Support Plan Review and ToolsJanuary 15, 2025
- 10.4.2Preparing to Carry out a Care and Support Plan ReviewJanuary 15, 2025
- 10.4.3The Review ConversationUpdatedJanuary 15, 2026
- 10.4.4Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordJuly 3, 2024
- 10.4.5Actions Following a Care and Support Plan ReviewJanuary 15, 2026
- 10.4.6Monitoring Urgent or Interim Support and ServicesJuly 3, 2024
- 10.4.7Reviewing a Direct Payment
11.1Contact and Referral
- 11.1.1Receiving a Contact or ReferralJuly 2, 2025
- 11.1.2Deciding the Outcome of a Contact or ReferralJanuary 15, 2026
- 11.1.3Actions and Next StepsUpdatedJanuary 15, 2026
11.2Establishing Needs
- 11.2.1Introduction, Legal Requirements and ToolsJuly 3, 2024
- 11.2.2Preparing to Establish NeedsJanuary 15, 2025
- 11.2.3The Skilled ConversationJanuary 15, 2026
- 11.2.4Agreeing Needs and Making a Formal RecordDecember 16, 2022
- 11.2.5Understanding and Applying Eligibility CriteriaJanuary 15, 2026
- 11.2.6Communicating the Outcome and Next StepsJanuary 15, 2026
11.3Meeting Needs
- 11.3.1Establishing Ordinary ResidenceJanuary 15, 2025
- 11.3.2Requesting a Financial AssessmentJanuary 15, 2026
- 11.3.3Setting an Indicative BudgetJanuary 15, 2025
- 11.3.4Care and Support PlanningJanuary 15, 2026
- 11.3.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetUpdatedJanuary 15, 2026
- 11.3.6Arranging Support and ServicesJanuary 15, 2025
11.4Reviewing Support and Services
- 11.4.1Legal Requirements of a Care and Support Plan Review and ToolsJanuary 15, 2025
- 11.4.2Preparing to Carry out a Care and Support Plan ReviewJanuary 15, 2025
- 11.4.3The Review ConversationUpdatedJanuary 15, 2026
- 11.4.4Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordJuly 3, 2024
- 11.4.5Actions Following a Care and Support Plan ReviewJanuary 15, 2026
- 11.4.6Monitoring Urgent or Interim Support and ServicesJuly 3, 2024
- 11.4.7Reviewing a Direct Payment
11.5Functions under the Mental Health Act
- 11.5.1AMHP ProcedureJanuary 15, 2025
- 11.5.2Social Circumstances ReportJuly 3, 2024
- 11.5.3Section 117 AftercareJuly 3, 2024
- 11.5.4Understanding the Mental Health Act 1983January 15, 2025
- 11.5.5Community Mental Health FrameworkJanuary 15, 2024
12.Transitions
12.1Deciding Whether to Start Transition
- 12.1.1Deciding Whether to Start TransitionJuly 3, 2023
- 12.1.2Deciding Whether to Start Carers TransitionNovember 3, 2021
- 12.1.3Recording the Decision and Next StepsNovember 3, 2021
12.2Child's Needs Assessment
- 12.2.1Introduction, Legal Requirements and Tools (Child's Needs Assessment)July 3, 2024
- 12.2.2Preparing to Establish Needs (Child's Needs Assessment)July 3, 2024
- 12.2.3The Skilled Conversation (Child's Needs Assessment)January 15, 2026
- 12.2.4Agreeing Needs, Making a Formal Record and Next Steps (Child's Needs Assessment)January 15, 2024
12.3Carer's Transition Assessments
- 12.3.1Introduction, Legal Requirements and Tools (Carer's Transition)July 3, 2024
- 12.3.2Preparing to Establish the Needs of Parent CarersJuly 3, 2024
- 12.3.3Preparing to Establish the Needs of Young CarersJuly 3, 2024
- 12.3.4The Skilled Conversation (Parent Carers)September 27, 2021
- 12.3.5The Skilled Conversation (Young Carers)January 15, 2026
- 12.3.6Agreeing Needs, Making a Formal Record and Next Steps (Carer's Transition)July 3, 2024
12.4Transition Planning and Review
- 12.4.1Setting an Indicative Budget (Transition to Adult Care and Support)November 9, 2021
- 12.4.2The Transition PlanJanuary 15, 2024
- 12.4.3Reviewing a Transition PlanJuly 3, 2024
- 12.4.4Reviewing an Education, Health and Care Plan (from 18 years)January 15, 2026
13.1Contact and Referral
- 13.1.1Receiving a Contact or ReferralJuly 2, 2025
- 13.1.2Deciding the Outcome of a Contact or Referral (Carers)January 15, 2026
- 13.1.3Actions and Next Steps (Carers)UpdatedJanuary 15, 2026
13.2Establishing Needs
- 13.2.1Introduction, Legal Requirements and Tools (Carers)July 2, 2025
- 13.2.2Preparing to Establish Needs (Carers)July 3, 2024
- 13.2.3The Skilled Conversation (Carers)January 15, 2026
- 13.2.4Agreeing Needs and Making a Formal Record (Carers)April 12, 2022
- 13.2.5Understanding and Applying Eligibility Criteria (Carers)July 2, 2025
- 13.2.6Communicating the Outcome and Next Steps (Carers)January 15, 2026
13.3Meeting Needs
- 13.3.1Establishing Ordinary ResidenceJanuary 15, 2025
- 13.3.2Requesting a Financial AssessmentJanuary 15, 2026
- 13.3.3Setting an Indicative BudgetJanuary 15, 2025
- 13.3.4Support PlanningJanuary 15, 2026
- 13.3.5Signing off a Support Plan and Agreeing a Final Personal BudgetUpdatedJanuary 15, 2026
- 13.3.6Arranging Support and ServicesJanuary 15, 2025
13.4Reviewing Support and Services
- 13.4.1Legal Requirements of a Support Plan Review and ToolsJanuary 15, 2025
- 13.4.2Preparing to Carry out a Support Plan ReviewJuly 3, 2024
- 13.4.3The Review Conversation (Carers)UpdatedJanuary 15, 2026
- 13.4.4Deciding the Outcome of a Support Plan Review and Making a Formal RecordNovember 3, 2021
- 13.4.5Actions Following a Support Plan ReviewJanuary 15, 2026
- 13.4.6Monitoring Urgent or Interim Support and ServicesJuly 3, 2024
- 13.4.7Reviewing a Direct Payment
14.Adult Social Care Commissioning and Quality
- 14.0.1Adult Social Care Commissioning and QualityDecember 16, 2022
Last Updated: January 15, 2026
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