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Amendments

2024

October 2024

Direct Payments

In October 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’.

Deprivation of Liberty Safeguards Procedure

In October 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.   

Social Media (use of)

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

Recognising and Responding to Deprivations of Liberty

In October 2024, this chapter has been updated following a full tri.x legal review.

Death of a Person or Carer

In October 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.

Understanding and Applying Eligibility Criteria (Occupational Therapy Team)

In October 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 also 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 Carry out a Care and Support Plan Review

In October 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’.

Preparing to Establish Needs (Reablement/Enablement)

In Octoer 2024, text amendments 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’.

The Light Touch Review Conversation

In October 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 Team)

In October 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’. 

Section 117 Aftercare

In October 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 Needs (Occupational Therapy Team)

In October 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’.  

Deputyship and Financial Affairs

In October 2024, information about fixed costs and Deputy renumeration was updated in Section 5, Exploring all Available Options. Information was also 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.

Arranging Support and Services

In October 2024, Section 9, Out of Area Services was updated to reflect amends made previously to Ordinary Residence chapters following a legal review and to clarify that Extra Care Housing is classified as specified accommodation.

Legal Requirements of a Care and Support Plan Review and Tools

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

Prisons and Approved Premises

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

End of Life Procedures and Practice Guidance

In October 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.

Introduction, Legal Requirements and Tools

In October 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

In October 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’. 

Introduction, Purpose and Tools (Reablement/Enablement)

In October 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’. 

Care and Support Planning

In October 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’.

Understanding and Applying Eligibility Criteria

In October 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 also 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’.

The Reablement/Enablement Review

In October 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’.

Preparing to Establish Needs (Child's Needs Assessment)

In October 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’.

Preparing to Establish Needs (Carers)

In October 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’.  

Understanding the Mental Health Act 1983

In October 2024, 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.

Introduction, Legal Requirements and Tools (Carers)

In October 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 the Needs of Young Carers

In October 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 the Needs of Parent Carers

In October 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’.

Understanding and Applying Eligibility Criteria (Carers)

In October 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’.

Legal Requirements of a Support Plan Review and Tools

In October 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’.

Support Planning

In October 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 October 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 Carry out a Support Plan Review

In October 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’.

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

In October 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’.

The Light Touch Review Conversation (Carers)

In October 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’.

April 2024

Deprivation of Liberty Safeguards Procedure

In April 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'. 

Acting as an Appropriate Adult

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

Receiving a Contact or Referral

In April 2024, a new section was added 'Identifying Carers'.

Service Interruptions and Provider Failure

In April 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'.

Financial Assessment

In April 2024, This chapter has been 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’. An additional local amendment was also made to Section 3, Charging and Top-Ups.

Monitoring Actions (Reablement/Enablement)

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

NHS Continuing Healthcare Procedure

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

Deputyship and Financial Affairs

In April 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 April 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'.

Recognising and Responding to Deprivations of Liberty

In April 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.

Joint Packages of Health and Social Care

In April 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.

Social Circumstances Report

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

No Recourse to Public Funds (NRPF)

In April 2024, the Home Office Status, Verification, Enquiries and Checking service email was updated. A link to the government guidance 'Asylum support' was added to Section 7, 'Providing Information and Advice'.

Ordinary Residence Procedure

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

Reablement and Enablement in the City of York

In April 2024, changes made as requested by the customer. This remains a localised chapter. 

Actions Following a Support Plan Review

In April 2024, Section 13, localised amends made as requested by the customer.

Monitoring and Review

In April 2024, Section 8, localised amends made as requested by the customer.

The Transition Plan

In April 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.

Actions Following a Care and Support Plan Review

In April 2024, Section 13, localised amends made as requested by the customer.

NHS-funded Nursing Care Procedure (FNC)

In April 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 April 2024, text amends were made to reflect changes made to the chapter 'Financial Assessment'.

Prisons and Approved Premises

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

2023

October 2023

Actions and Next Steps (Carers)

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

Actions and Next Steps (Occupational Therapy Team)

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

Community Mental Health Framework

This new chapter was added to the Mental Health Social Work section in October 2023.

Understanding the Mental Health Act 1983

This new chapter was added in October 2023.

Actions and Next Steps (Reablement/Enablement)

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

Section 117 Aftercare

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

Actions and Next Steps

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

No Recourse to Public Funds (NRPF)

In October 2023 this chapter was refreshed throughout and amended to reflect changes to the immigration status requirements for people from EEA countries. In addition, in Section 11, Meeting Needs and Review was updated to include Shared Lives placements.

Deciding the Outcome of a Contact or Referral (Reablement/Enablement)

In October 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 Team)

Deciding the Outcome of a Contact or Referral

Deciding the Outcome of a Contact or Referral (Hospital Teams)

NHS Continuing Healthcare Procedure

In October 2023 this chapter has been fully reviewed and refreshed. 

NHS-funded Nursing Care Procedure (FNC)

Risk Assessment

In October 2023 references to the Care Programme Approach were deleted. 

End of Life Procedures and Practice Guidance

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

Joint Packages of Health and Social Care

In October 2023 this chapter was fully reviewed and refreshed.

Deprivation of Liberty Safeguards Procedure

In October 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 have been added.

Providing Information about a Person or Carer

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

Recognising and Responding to Deprivations of Liberty

In October 2023, this chapter was fully reviewed and refreshed. Information about Best Interests was placed into the section ‘Applying to the Court’, adding information about the National Deprivation of Liberty Court and created a new section ‘Challenging a DoLS Authorisation using Section 21A’. In addition, in 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

Debt Respite Scheme (Breathing Spaces) Procedure

In October 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. Additionally, Further Information and references to the Care Programme Approach (CPA) were removed.

Ordinary Residence Procedure

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

Deputyship and Financial Affairs

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

April 2023

Deprivation of Liberty Safeguards Procedure

In April 2023, Section 1, Using this Procedure has been updated.

Recognising and Responding to Deprivations of Liberty

In April 2023, information about CDOLS guidance in the local resources area has been added to Section 4, 4. Responding to Deprivations of Adults in Other Settings (CDOLS).

Joint Packages of Health and Social Care

In April 2023, Section 1, Section 117 has been updated to add a link to the new Section 117 Aftercare chapter.

Actions and Next Steps

In April 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 (Hospital Teams)

Actions and Next Steps (Reablement/Enablement)

Actions and Next Steps (Occupational Therapy Team)

Section 117 Aftercare

This new chapter has been added to the Mental Health Team Section.

Providing Information about a Person or Carer

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.