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Working Together To Safeguard Children 2026 Update.

The Mental Health Act 2025 Reforms.

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1.The Care Act 2014 Resource

  1. 1.0.1The Care Act 2014 Resource

2.The Mental Capacity Act 2005 Resource and Practice Toolkit

  1. 2.0.1The Mental Capacity Act 2005 Resource and Practice Toolkit

3.Safeguarding Adults

  1. 3.0.1Safeguarding Adults

4.Deprivation of Liberty

  1. 4.0.1Deprivation of Liberty Safeguards ProcedureApril 28, 2026
  2. 4.0.2Recognising and Responding to Deprivations of LibertyApril 28, 2026

5.Universal Procedures (used by all teams)

  1. 5.0.1Equality, Diversity and Human RightsOctober 30, 2025
  2. 5.0.2Recording and Keeping RecordsApril 28, 2026
  3. 5.0.3Providing Information about a Person or CarerOctober 30, 2025
  4. 5.0.4Professional Curiosity
    Updated
    April 28, 2026
  5. 5.0.5Financial AssessmentApril 28, 2026
  6. 5.0.6Commissioning and Arranging Care Procedures
    Updated
    April 28, 2026
  7. 5.0.7Direct PaymentsApril 28, 2026
  8. 5.0.8Assistive Technology and TelecareOctober 30, 2025
  9. 5.0.9Risk AssessmentOctober 30, 2025
  10. 5.0.10Lone WorkingNovember 3, 2021
  11. 5.0.11Joint WorkOctober 31, 2022
  12. 5.0.12Co-productionApril 28, 2026
  13. 5.0.13Social Media (use of)October 30, 2025
  14. 5.0.14Storage of Data on Practitioners' Mobile DevicesOctober 30, 2025
  15. 5.0.15Artificial Intelligence (AI) in Adult Social Care
    Updated
    April 28, 2026
  16. 5.0.16Interpreter and Translation ServicesOctober 30, 2025
  17. 5.0.17Death of a Person or CarerOctober 31, 2024

6.Specialist Procedures

  1. 6.0.1Individual Service FundsOctober 31, 2023
  2. 6.0.2Deputyship and Financial AffairsApril 28, 2025
  3. 6.0.3Debt Respite Scheme (Breathing Spaces) ProcedureApril 28, 2025
  4. 6.0.4Housing and HomelessnessOctober 30, 2025
  5. 6.0.5Minor Works and Low Level EquipmentOctober 5, 2021
  6. 6.0.6Joint Packages of Health and Social CareApril 28, 2025
  7. 6.0.7NHS Continuing Healthcare Procedure
    Updated
    April 28, 2026
  8. 6.0.8NHS-funded Nursing Care Procedure (FNC)April 26, 2024
  9. 6.0.9End of Life Procedures and Practice GuidanceApril 28, 2025
  10. 6.0.10Legal ServicesNovember 22, 2021
  11. 6.0.11Ordinary Residence ProcedureApril 26, 2024
  12. 6.0.12Continuity of Care ArrangementsApril 26, 2024
  13. 6.0.13Cross Border PlacementsApril 26, 2024
  14. 6.0.14Protecting Moveable PropertyOctober 30, 2025
  15. 6.0.15Service Interruptions and Provider FailureApril 26, 2024
  16. 6.0.16No Recourse to Public Funds (NRPF)
    Updated
    April 28, 2026
  17. 6.0.17Prisons and Approved PremisesOctober 30, 2025
  18. 6.0.18Section 117 Aftercare
    Updated
    April 28, 2026
  19. 6.0.19Acting as an Appropriate AdultApril 28, 2026
  20. 6.0.20Working Effectively with Parents and Children's ServicesOctober 30, 2025

7.Reablement/Enablement

7.1Reablement and Enablement in the City of York

  1. 7.1.1Reablement and Enablement in the City of YorkApril 26, 2024

7.2Contact and Referral

  1. 7.2.1Receiving a Contact or ReferralOctober 30, 2025
  2. 7.2.2Deciding the Outcome of a Contact or Referral (Reablement/Enablement)October 30, 2025
  3. 7.2.3Actions and Next Steps
    Updated
    April 28, 2026

7.3Establishing Needs

  1. 7.3.1Introduction, Purpose and Tools (Reablement/Enablement)October 31, 2024
  2. 7.3.2Preparing to Establish Needs (Reablement/Enablement)October 30, 2025
  3. 7.3.3The Skilled Conversation (Reablement/Enablement)October 30, 2025
  4. 7.3.4Agreeing Needs, Making a Formal Record and Next Steps (Reablement/Enablement)October 31, 2022

7.4Meeting Needs

  1. 7.4.1The Reablement/Enablement PlanOctober 30, 2025
  2. 7.4.2Arranging the Reablement/Enablement ServiceOctober 31, 2022

7.5Monitoring and Reviewing Reablement

  1. 7.5.1Monitoring Reablement/EnablementApril 26, 2024
  2. 7.5.2Monitoring Actions (Reablement/Enablement)October 30, 2025
  3. 7.5.3The Reablement/Enablement ReviewApril 28, 2025
  4. 7.5.4Deciding the Outcome of a Reablement/Enablement Review and Making a Formal RecordOctober 31, 2022
  5. 7.5.5Actions Following a Reablement/Enablement ReviewOctober 30, 2025

7.6Procedures and Guidance for Providers of Reablement and Enablement Services

  1. 7.6.1City of York Adult Care Providers Handbook

8.Occupational Therapy Team

8.1Establishing and Meeting the Needs of Children

  1. 8.1.1Children's Procedures

8.2Contact and Referral

  1. 8.2.1Receiving a Contact or ReferralOctober 30, 2025
  2. 8.2.2Deciding the Outcome of a Contact or Referral (Occupational Therapy Team)October 30, 2025
  3. 8.2.3Actions and Next Steps
    Updated
    April 28, 2026

8.3Establishing Needs (Adults)

  1. 8.3.1Introduction, Legal Requirements and Tools (Occupational Therapy Team)October 31, 2024
  2. 8.3.2Preparing to Establish Needs (Occupational Therapy Team)October 30, 2025
  3. 8.3.3The Skilled Conversation (Occupational Therapy Team)October 30, 2025
  4. 8.3.4Agreeing Needs, Making a Formal Record and Next Steps (Occupational Therapy Team)October 31, 2024
  5. 8.3.5Establishing Likely Eligibility for a Disabled Facilities GrantOctober 31, 2023
  6. 8.3.6Understanding and Applying Eligibility Criteria (Occupational Therapy Team)October 30, 2025
  7. 8.3.7Communicating the Outcome and Next Steps (Occupational Therapy Team)
    Updated
    April 28, 2026

8.4Meeting Needs (Adults)

  1. 8.4.1Establishing Ordinary Residence (Occupational Therapy Team)October 31, 2022
  2. 8.4.2Requesting a Financial AssessmentApril 26, 2024
  3. 8.4.3Applying for a Disabled Facilities GrantApril 26, 2024
  4. 8.4.4The Outcome of the Disabled Facilities Grant Application and Next StepsOctober 31, 2022
  5. 8.4.5Providing EquipmentApril 26, 2024
  6. 8.4.6Equipment in a Care HomeOctober 31, 2024
  7. 8.4.7Providing Direct SupportOctober 31, 2024

8.5Monitoring and Review (Adults)

  1. 8.5.1Monitoring and ReviewOctober 30, 2025

9.Hospital and Out of Hospital Teams

9.1Our Model and Guidance

  1. 9.1.1Our Model and GuidanceOctober 31, 2023

9.2Contact and Referral

  1. 9.2.1Receiving a Contact or ReferralOctober 30, 2025
  2. 9.2.2Deciding the Outcome of a Contact or Referral (Hospital Teams)October 30, 2025
  3. 9.2.3Actions and Next Steps
    Updated
    April 28, 2026
  4. 9.2.4Monitoring Urgent or Interim Support and ServicesNovember 9, 2021

9.3Establishing Needs

  1. 9.3.1Introduction, Legal Requirements and ToolsOctober 31, 2024
  2. 9.3.2Preparing to Establish NeedsApril 28, 2025
  3. 9.3.3The Skilled ConversationOctober 30, 2025
  4. 9.3.4Agreeing Needs and Making a Formal RecordApril 12, 2022
  5. 9.3.5Understanding and Applying Eligibility CriteriaOctober 30, 2025
  6. 9.3.6Communicating the Outcome and Next StepsOctober 30, 2025

9.4Meeting Needs

  1. 9.4.1Establishing Ordinary ResidenceApril 28, 2025
  2. 9.4.2Requesting a Financial AssessmentApril 26, 2024
  3. 9.4.3Care and Support PlanningOctober 30, 2025
  4. 9.4.4Signing Off a Care and Support Plan and Agreeing a Final Personal Budget
    Updated
    April 28, 2026
  5. 9.4.5Arranging Support and ServicesOctober 31, 2024

9.5Reviewing Support and Services

  1. 9.5.1Legal Requirements of a Care and Support Plan Review and ToolsOctober 31, 2024
  2. 9.5.2Preparing to Carry out a Care and Support Plan ReviewApril 28, 2025
  3. 9.5.3The Review Conversation
    Updated
    April 28, 2026
  4. 9.5.4Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordOctober 31, 2024
  5. 9.5.5Actions Following a Care and Support Plan ReviewOctober 30, 2025
  6. 9.5.6Reviewing a Direct Payment

10.Community Team

10.1Contact and Referral

  1. 10.1.1Receiving a Contact or ReferralOctober 30, 2025
  2. 10.1.2Deciding the Outcome of a Contact or ReferralOctober 30, 2025
  3. 10.1.3Actions and Next Steps
    Updated
    April 28, 2026

10.2Establishing Needs

  1. 10.2.1Introduction, Legal Requirements and ToolsOctober 31, 2024
  2. 10.2.2Preparing to Establish NeedsApril 28, 2025
  3. 10.2.3The Skilled ConversationOctober 30, 2025
  4. 10.2.4Agreeing Needs and Making a Formal RecordApril 12, 2022
  5. 10.2.5Understanding and Applying Eligibility CriteriaOctober 30, 2025
  6. 10.2.6Communicating the Outcome and Next StepsOctober 30, 2025

10.3Meeting Needs

  1. 10.3.1Establishing Ordinary ResidenceApril 28, 2025
  2. 10.3.2Requesting a Financial AssessmentApril 26, 2024
  3. 10.3.3Care and Support PlanningOctober 30, 2025
  4. 10.3.4Signing Off a Care and Support Plan and Agreeing a Final Personal Budget
    Updated
    April 28, 2026
  5. 10.3.5Arranging Support and ServicesOctober 31, 2024

10.4Reviewing Support and Services

  1. 10.4.1Legal Requirements of a Care and Support Plan Review and ToolsOctober 31, 2024
  2. 10.4.2Preparing to Carry out a Care and Support Plan ReviewApril 28, 2025
  3. 10.4.3The Review Conversation
    Updated
    April 28, 2026
  4. 10.4.4Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordOctober 31, 2024
  5. 10.4.5Actions Following a Care and Support Plan ReviewOctober 30, 2025
  6. 10.4.6Monitoring Urgent or Interim Support and ServicesNovember 9, 2021
  7. 10.4.7Reviewing a Direct Payment

11.Mental Health Team

11.1Contact and Referral

  1. 11.1.1Receiving a Contact or ReferralOctober 30, 2025
  2. 11.1.2Deciding the Outcome of a Contact or ReferralOctober 30, 2025
  3. 11.1.3Actions and Next Steps
    Updated
    April 28, 2026

11.2Establishing Needs

  1. 11.2.1Introduction, Legal Requirements and ToolsOctober 31, 2024
  2. 11.2.2Preparing to Establish NeedsApril 28, 2025
  3. 11.2.3The Skilled ConversationOctober 30, 2025
  4. 11.2.4Agreeing Needs and Making a Formal RecordApril 12, 2022
  5. 11.2.5Understanding and Applying Eligibility CriteriaOctober 30, 2025
  6. 11.2.6Communicating the Outcome and Next StepsOctober 30, 2025

11.3Meeting Needs

  1. 11.3.1Establishing Ordinary ResidenceApril 28, 2025
  2. 11.3.2Requesting a Financial AssessmentApril 26, 2024
  3. 11.3.3Care and Support PlanningOctober 30, 2025
  4. 11.3.4Signing Off a Care and Support Plan and Agreeing a Final Personal Budget
    Updated
    April 28, 2026
  5. 11.3.5Arranging Support and ServicesOctober 31, 2024

11.4Reviewing Support and Services

  1. 11.4.1Legal Requirements of a Care and Support Plan Review and ToolsOctober 31, 2024
  2. 11.4.2Preparing to Carry out a Care and Support Plan ReviewApril 28, 2025
  3. 11.4.3The Review Conversation
    Updated
    April 28, 2026
  4. 11.4.4Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordOctober 31, 2024
  5. 11.4.5Actions Following a Care and Support Plan ReviewOctober 30, 2025
  6. 11.4.6Monitoring Urgent or Interim Support and ServicesNovember 9, 2021
  7. 11.4.7Reviewing a Direct Payment

11.5Functions under the Mental Health Act

  1. 11.5.1Understanding the Mental Health Act 1983
    Updated
    April 28, 2026
  2. 11.5.2Community Mental Health Framework
    Updated
    April 28, 2026
  3. 11.5.3Social Circumstances Report
    Updated
    April 28, 2026

12.Learning Disability and Preparation for Adulthood Team (18+)

12.1Contact and Referral

  1. 12.1.1Receiving a Contact or ReferralOctober 30, 2025
  2. 12.1.2Deciding the Outcome of a Contact or ReferralOctober 30, 2025
  3. 12.1.3Actions and Next Steps
    Updated
    April 28, 2026

12.2Establishing Needs

  1. 12.2.1Introduction, Legal Requirements and ToolsOctober 31, 2024
  2. 12.2.2Preparing to Establish NeedsApril 28, 2025
  3. 12.2.3The Skilled ConversationOctober 30, 2025
  4. 12.2.4Agreeing Needs and Making a Formal RecordApril 12, 2022
  5. 12.2.5Understanding and Applying Eligibility CriteriaOctober 30, 2025
  6. 12.2.6Communicating the Outcome and Next StepsOctober 30, 2025

12.3Meeting Needs

  1. 12.3.1Establishing Ordinary ResidenceApril 28, 2025
  2. 12.3.2Requesting a Financial AssessmentApril 26, 2024
  3. 12.3.3Care and Support PlanningOctober 30, 2025
  4. 12.3.4Signing Off a Care and Support Plan and Agreeing a Final Personal Budget
    Updated
    April 28, 2026
  5. 12.3.5Arranging Support and ServicesOctober 31, 2024

12.4Reviewing Support and Services

  1. 12.4.1Legal Requirements of a Care and Support Plan Review and ToolsOctober 31, 2024
  2. 12.4.2Preparing to Carry out a Care and Support Plan ReviewApril 28, 2025
  3. 12.4.3The Review Conversation
    Updated
    April 28, 2026
  4. 12.4.4Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordOctober 31, 2024
  5. 12.4.5Actions Following a Care and Support Plan ReviewOctober 30, 2025
  6. 12.4.6Monitoring Urgent or Interim Support and ServicesNovember 9, 2021
  7. 12.4.7Reviewing a Direct Payment

13.Transition to Adult Care and Support (under 18)

13.1Deciding Whether to Start Transition

  1. 13.1.1Deciding Whether to Start TransitionOctober 31, 2023
  2. 13.1.2Deciding Whether to Start Carers TransitionNovember 3, 2021
  3. 13.1.3Recording the Decision and Next StepsNovember 3, 2021

13.2Child's Needs Assessment

  1. 13.2.1Introduction, Legal Requirements and Tools (Child's Needs Assessment)October 31, 2024
  2. 13.2.2Preparing to Establish Needs (Child's Needs Assessment)October 31, 2024
  3. 13.2.3The Skilled Conversation (Child's Needs Assessment)October 30, 2025
  4. 13.2.4Agreeing Needs, Making a Formal Record and Next Steps (Child's Needs Assessment)October 31, 2023

13.3Carer's Transition Assessments

  1. 13.3.1Introduction, Legal Requirements and Tools (Carer's Transition)October 31, 2024
  2. 13.3.2Preparing to Establish the Needs of Parent CarersOctober 31, 2024
  3. 13.3.3Preparing to Establish the Needs of Young CarersOctober 31, 2024
  4. 13.3.4The Skilled Conversation (Parent Carers)September 27, 2021
  5. 13.3.5The Skilled Conversation (Young Carers)October 30, 2025
  6. 13.3.6Agreeing Needs, Making a Formal Record and Next Steps (Carer's Transition)October 31, 2024

13.4Transition Planning and Review

  1. 13.4.1Setting an Indicative Budget (Transition to Adult Care and Support)November 9, 2021
  2. 13.4.2The Transition PlanOctober 31, 2024
  3. 13.4.3Reviewing a Transition PlanApril 26, 2024
  4. 13.4.4Reviewing an Education, Health and Care Plan (from 18 years)April 28, 2026

14.AMHP Procedure

  1. 14.0.1AMHP Procedure
    Updated
    April 28, 2026

15.Carers Procedures

15.1Contact and Referral

  1. 15.1.1Receiving a Contact or ReferralOctober 30, 2025
  2. 15.1.2Deciding the Outcome of a Contact or Referral (Carers)October 30, 2025
  3. 15.1.3Actions and Next Steps (Carers)
    Updated
    April 28, 2026

15.2Establishing Needs

  1. 15.2.1Introduction, Legal Requirements and Tools (Carers)October 31, 2024
  2. 15.2.2Preparing to Establish Needs (Carers)October 31, 2024
  3. 15.2.3The Skilled Conversation (Carers)October 30, 2025
  4. 15.2.4Agreeing Needs and Making a Formal Record (Carers)April 12, 2022
  5. 15.2.5Understanding and Applying Eligibility Criteria (Carers)October 30, 2025
  6. 15.2.6Communicating the Outcome and Next Steps (Carers)October 30, 2025

15.3Meeting Needs

  1. 15.3.1Establishing Ordinary ResidenceApril 28, 2025
  2. 15.3.2Requesting a Financial AssessmentApril 26, 2024
  3. 15.3.3Support PlanningOctober 30, 2025
  4. 15.3.4Signing off a Support Plan and Agreeing a Final Personal Budget
    Updated
    April 28, 2026
  5. 15.3.5Arranging Support and ServicesOctober 31, 2024

15.4Reviewing Support and Services

  1. 15.4.1Legal Requirements of a Support Plan Review and ToolsOctober 31, 2024
  2. 15.4.2Preparing to Carry out a Support Plan ReviewOctober 31, 2024
  3. 15.4.3The Review Conversation (Carers)
    Updated
    April 28, 2026
  4. 15.4.4Deciding the Outcome of a Support Plan Review and Making a Formal RecordNovember 3, 2021
  5. 15.4.5Actions Following a Support Plan ReviewOctober 30, 2025
  6. 15.4.6Monitoring Urgent or Interim Support and ServicesNovember 9, 2021
  7. 15.4.7Reviewing a Direct Payment

Last Updated: April 28, 2026

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