Amendments

In December 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.

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

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

In December 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, a need to know box was added with information about responding to requests from an eligible person. The link to the ADASS Priority Tool for Deprivation of Liberty Requests was updated in Section 5, Receiving a Standard Authorisation Request.

In December 2024, Section 9, Good Information and Advice and Prevention was updated to include information about carers leave.

In December 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.

In December 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.

In December 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. 

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

In December 2024, 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.

In December 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. In Section 9, Good Information and Advice and Prevention was updated to include information about carers leave.

In December 2024, Section 9, Good Information and Advice and Prevention was updated to include information about carers leave.

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

In December 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. 

In December 2024, this chapter was fully reviewed and refreshed by tri.x and Nottinghamshire. It reflects local processes.

In December 2024, 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.

In December 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.

In December 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. 

In December 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.  

In December 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).

In December 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. Localised information remained included in this chapter.

In June 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.

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

In June 2024, text amends have been made to Section 3, 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’.

In June 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’. There have been some sections that have remained localised.

In June 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.

In June 2024, text amends have been made to Section 7, Preparing for the Review. 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’.

In June 2024, text amends have been made to Section 5, 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’. 

In June 2024, text amends have been made to Section 5, 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’.

In June 2024, text amends have been made to Section 5, 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’.

In June 2024, text amends have been made to Section 5, 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’.

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

In June 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).

In June 2024, minor text amends were made to the section ‘Applying the Eligibility Criteria’ and 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.

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’.

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

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

In June 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’.

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

In June 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.

In June 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’.

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

In June 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.

In June 2024, text amends have been made to Section 5, 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’.

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

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

In December 2023, Section 8, Reporting Concerns about a Service Provider was revised to better reflect the remit of the reablement team.

In December 2023, a new section was added ‘Identifying Carers’.

In December 2023, this new chapter was added to the Mental Health Section.

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

In December 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.

In December 2023, this new chapter was added.

In December 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.

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

Additionally, Section 15, Challenging an Authorisation using Section 21A and Section 16, The Future of the Deprivation of Liberty Safeguards have been added.

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

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

In December 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. Additionally, a link to the Community Mental Health Framework for Adults and Older Adults documents was added to Section 9, Further Information.

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

In December 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. 

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

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

In December 2023 this chapter was fully reviewed and refreshed.

In December 2023 This chapter was refreshed throughout and amended to reflect changes to the immigration status requirements for people from EEA countries. The guidance ‘Supporting Migrants Lacking Mental Capacity in Relation to Immigration Matters’ was added to Section 1, Using this Procedure and Further Guidance. It was also updated to include Shared Lives placements.

In June 2023 this new chapter was added to the Mental Health Section.

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

In June 2023 a link to the new chapter ‘Providing Information about a Person or Carer’ was added.

In June 2023 this new chapter was added to the Universal Procedures. The information had previously sat in the chapter ‘Actions and Next Steps'.

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