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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 Procedure
    Updated
    April 28, 2025
  2. 4.0.2Recognising and Responding to Deprivations of LibertyApril 28, 2025

5.Universal Procedures (used by all teams)

  1. 5.0.1Equality, Diversity and Human Rights
    Updated
    April 28, 2025
  2. 5.0.2Recording and Keeping Records
    Updated
    April 28, 2025
  3. 5.0.3Providing Information about a Person or Carer
    Updated
    April 28, 2025
  4. 5.0.4Financial AssessmentApril 26, 2024
  5. 5.0.5Commissioning and Arranging Care ProceduresOctober 31, 2023
  6. 5.0.6Direct PaymentsApril 28, 2025
  7. 5.0.7Assistive Technology and TelecareOctober 31, 2023
  8. 5.0.8Risk AssessmentOctober 31, 2024
  9. 5.0.9Lone WorkingNovember 3, 2021
  10. 5.0.10Joint WorkOctober 31, 2022
  11. 5.0.11Co-production
    Updated
    April 28, 2025
  12. 5.0.12Social Media (use of)October 31, 2024
  13. 5.0.13Storage of Data on Practitioners' Mobile DevicesSeptember 16, 2021
  14. 5.0.14Interpreter and Translation ServicesApril 26, 2024
  15. 5.0.15Death 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) Procedure
    Updated
    April 28, 2025
  4. 6.0.4Minor Works and Low Level EquipmentOctober 5, 2021
  5. 6.0.5Joint Packages of Health and Social Care
    Updated
    April 28, 2025
  6. 6.0.6NHS Continuing Healthcare Procedure
    Updated
    April 28, 2025
  7. 6.0.7NHS-funded Nursing Care Procedure (FNC)April 26, 2024
  8. 6.0.8End of Life Procedures and Practice Guidance
    Updated
    April 28, 2025
  9. 6.0.9Legal ServicesNovember 22, 2021
  10. 6.0.10Ordinary Residence ProcedureApril 26, 2024
  11. 6.0.11Continuity of Care ArrangementsApril 26, 2024
  12. 6.0.12Cross Border PlacementsApril 26, 2024
  13. 6.0.13Protecting Moveable Property
    Updated
    April 28, 2025
  14. 6.0.14Service Interruptions and Provider FailureApril 26, 2024
  15. 6.0.15No Recourse to Public Funds (NRPF)
    Updated
    April 28, 2025
  16. 6.0.16Prisons and Approved PremisesApril 28, 2025
  17. 6.0.17Section 117 AftercareOctober 31, 2024
  18. 6.0.18Acting as an Appropriate AdultApril 26, 2024

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 ReferralApril 26, 2024
  2. 7.2.2Deciding the Outcome of a Contact or Referral (Reablement/Enablement)October 31, 2024
  3. 7.2.3Actions and Next Steps
    Updated
    April 28, 2025

7.3Establishing Needs

  1. 7.3.1Introduction, Purpose and Tools (Reablement/Enablement)October 31, 2024
  2. 7.3.2Preparing to Establish Needs (Reablement/Enablement)April 28, 2025
  3. 7.3.3The Skilled Conversation (Reablement/Enablement)October 31, 2024
  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 31, 2024
  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)April 26, 2024
  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 31, 2024

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 ReferralApril 26, 2024
  2. 8.2.2Deciding the Outcome of a Contact or Referral (Occupational Therapy Team)October 31, 2024
  3. 8.2.3Actions and Next Steps
    Updated
    April 28, 2025

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)April 28, 2025
  3. 8.3.3The Skilled Conversation (Occupational Therapy Team)October 31, 2024
  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 31, 2024
  7. 8.3.7Communicating the Outcome and Next Steps (Occupational Therapy Team)October 31, 2024

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 ReviewApril 26, 2024

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 ReferralApril 26, 2024
  2. 9.2.2Deciding the Outcome of a Contact or Referral (Hospital Teams)October 31, 2024
  3. 9.2.3Actions and Next Steps
    Updated
    April 28, 2025
  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 31, 2024
  4. 9.3.4Agreeing Needs and Making a Formal RecordApril 12, 2022
  5. 9.3.5Understanding and Applying Eligibility CriteriaOctober 31, 2024
  6. 9.3.6Communicating the Outcome and Next StepsOctober 31, 2023

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 Planning
    Updated
    April 28, 2025
  4. 9.4.4Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetOctober 31, 2024
  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 Full Review ConversationOctober 31, 2024
  4. 9.5.4The Light Touch Review ConversationOctober 31, 2024
  5. 9.5.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordOctober 31, 2024
  6. 9.5.6Actions Following a Care and Support Plan ReviewOctober 31, 2024
  7. 9.5.7Reviewing a Direct Payment

10.Community Team

10.1Contact and Referral

  1. 10.1.1Receiving a Contact or ReferralApril 26, 2024
  2. 10.1.2Deciding the Outcome of a Contact or ReferralOctober 31, 2024
  3. 10.1.3Actions and Next Steps
    Updated
    April 28, 2025

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 31, 2024
  4. 10.2.4Agreeing Needs and Making a Formal RecordApril 12, 2022
  5. 10.2.5Understanding and Applying Eligibility CriteriaOctober 31, 2024
  6. 10.2.6Communicating the Outcome and Next StepsOctober 31, 2023

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 Planning
    Updated
    April 28, 2025
  4. 10.3.4Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetOctober 31, 2024
  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 Full Review ConversationOctober 31, 2024
  4. 10.4.4The Light Touch Review ConversationOctober 31, 2024
  5. 10.4.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordOctober 31, 2024
  6. 10.4.6Actions Following a Care and Support Plan ReviewOctober 31, 2024
  7. 10.4.7Monitoring Urgent or Interim Support and ServicesNovember 9, 2021
  8. 10.4.8Reviewing a Direct Payment

11.Mental Health Team

11.1Contact and Referral

  1. 11.1.1Receiving a Contact or ReferralApril 26, 2024
  2. 11.1.2Deciding the Outcome of a Contact or ReferralOctober 31, 2024
  3. 11.1.3Actions and Next Steps
    Updated
    April 28, 2025

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 31, 2024
  4. 11.2.4Agreeing Needs and Making a Formal RecordApril 12, 2022
  5. 11.2.5Understanding and Applying Eligibility CriteriaOctober 31, 2024
  6. 11.2.6Communicating the Outcome and Next StepsOctober 31, 2023

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 Planning
    Updated
    April 28, 2025
  4. 11.3.4Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetOctober 31, 2024
  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 Full Review ConversationOctober 31, 2024
  4. 11.4.4The Light Touch Review ConversationOctober 31, 2024
  5. 11.4.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordOctober 31, 2024
  6. 11.4.6Actions Following a Care and Support Plan ReviewOctober 31, 2024
  7. 11.4.7Monitoring Urgent or Interim Support and ServicesNovember 9, 2021
  8. 11.4.8Reviewing a Direct Payment

11.5Functions under the Mental Health Act

  1. 11.5.1Understanding the Mental Health Act 1983April 28, 2025
  2. 11.5.2Community Mental Health FrameworkOctober 31, 2023
  3. 11.5.3Social Circumstances ReportOctober 31, 2024

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

12.1Contact and Referral

  1. 12.1.1Receiving a Contact or ReferralApril 26, 2024
  2. 12.1.2Deciding the Outcome of a Contact or ReferralOctober 31, 2024
  3. 12.1.3Actions and Next Steps
    Updated
    April 28, 2025

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 31, 2024
  4. 12.2.4Agreeing Needs and Making a Formal RecordApril 12, 2022
  5. 12.2.5Understanding and Applying Eligibility CriteriaOctober 31, 2024
  6. 12.2.6Communicating the Outcome and Next StepsOctober 31, 2023

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 Planning
    Updated
    April 28, 2025
  4. 12.3.4Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetOctober 31, 2024
  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 Full Review ConversationOctober 31, 2024
  4. 12.4.4The Light Touch Review ConversationOctober 31, 2024
  5. 12.4.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordOctober 31, 2024
  6. 12.4.6Actions Following a Care and Support Plan ReviewOctober 31, 2024
  7. 12.4.7Monitoring Urgent or Interim Support and ServicesNovember 9, 2021
  8. 12.4.8Reviewing 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 31, 2024
  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 31, 2024
  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)November 3, 2021

14.AMHP Procedure

  1. 14.0.1AMHP Procedure
    Updated
    April 28, 2025

15.Carers Procedures

15.1Contact and Referral

  1. 15.1.1Receiving a Contact or ReferralApril 26, 2024
  2. 15.1.2Deciding the Outcome of a Contact or Referral (Carers)October 31, 2024
  3. 15.1.3Actions and Next Steps (Carers)
    Updated
    April 28, 2025

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)
    Updated
    April 28, 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 31, 2024
  6. 15.2.6Communicating the Outcome and Next Steps (Carers)October 31, 2023

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 31, 2024
  4. 15.3.4Signing off a Support Plan and Agreeing a Final Personal BudgetOctober 31, 2024
  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 Full Review Conversation (Carers)
    Updated
    April 28, 2025
  4. 15.4.4The Light Touch Review Conversation (Carers)
    Updated
    April 28, 2025
  5. 15.4.5Deciding the Outcome of a Support Plan Review and Making a Formal RecordNovember 3, 2021
  6. 15.4.6Actions Following a Support Plan ReviewOctober 31, 2024
  7. 15.4.7Monitoring Urgent or Interim Support and ServicesNovember 9, 2021
  8. 15.4.8Reviewing a Direct Payment

Last Updated: April 28, 2025

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