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Amendments

2025

February 2025

Providing Information about a Person or Carer

In February 2025, 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.

Care and Support Planning

In February 2025, this chapter was amended to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource section Meeting Needs.

Legal Requirements of a Support Plan Review and Tools

In February 2025, 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 February 2025, 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. 

End of Life Procedures and Practice Guidance

In February 2025, 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. 

Recognising and Responding to Deprivations of Liberty

In February 2025, this chapter was updated following a full tri.x legal review.

Understanding the Mental Health Act 1983

In February 2025, 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.

NHS Continuing Healthcare Procedure

In February 2025, 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).

Equality, Diversity and Human Rights

In February 2025, 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.

Deputyship and Financial Affairs

In February 2025, information about fixed costs and Deputy renumeration was updated in Section 5, Exploring all Available Options. Information about Sibstar was added to Section 2, Identifying Support Needs.

The Light Touch Review Conversation (Carers)

In February 2025, this chapter was amended to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource section, Meeting Needs. Section 8, Good Information and Advice and Prevention was updated to include information about carers leave.

The Skilled Conversation (Carers)

In February 2025, Section 8, Good Information and Advice and Prevention was updated to include information about carers leave.

Arranging Support and Services

In February 2025, Section 9, Out of Area Services was updated to clarify that Extra Care Housing is classified as specified accommodation.

The Light Touch Review Conversation

In February 2025, this chapter was amended to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource section Meeting Needs.

Deprivation of Liberty Safeguards Procedure

In February 2025, 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, information was added 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.

The Full Review Conversation (Carers)

In February 2025, Section 8, Good Information and Advice and Prevention was updated to include information about carers leave.

Legal Requirements of a Care and Support Plan Review and Tools

In February 2025, this chapter was amended to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource section Meeting Needs.

Recording and Keeping Records

In February 2025, Section 3, Principles of Good Recording was updated to include links to resources that support anti-discriminatory recording. 

Setting an Indicative Budget

In February 2025, this chapter was amended to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource section Meeting Needs. 

Death of a Person or Carer

In February 2025, 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.

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

In February 2025, this chapter was amended to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource section Meeting Needs.

AMHP Procedure

In February 2025, 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.

Support Planning

In February 2025, 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 February 2025, this chapter was amended to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource section, Meeting Needs.

Joint Packages of Health and Social Care

In February 2025, 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.   

2024

August 2024

Direct Payments

In August 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.

Debt Respite Scheme (Breathing Spaces) Procedure

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

Deputyship and Financial Affairs

In August 2024, information was 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.

Financial Assessment

In August 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.

Introduction, Legal Requirements and Tools (Occupational Therapy)

In August 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. 

Understanding and Applying Eligibility Criteria

In August 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. Section 3, Applying the Eligibility Criteria was also 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.

Preparing to Establish Needs

In August 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, Legal Requirements and Tools

In August 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 August 2024, a scope box was 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 was also given 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 Carry out a Care and Support Plan Review

In August 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.

Service Interruptions and Provider Failure

In August 2024, minor text amendments were made to Section 3, Failure of a Regulated Provider. These amendments were 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. 

Preparing to Establish Needs (Child's Needs Assessment)

In August 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.

Arranging Support and Services

In August 2024, Section 9, Out of Area Services was updated to reflect amendments made previously to Ordinary Residence chapters following a legal review.

Prisons and Approved Premises

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

Preparing to Carry out a Care and Support Plan Review

In August 2024, text amendments were made 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 (Occupational Therapy)

In August 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.  

Understanding and Applying Eligibility Criteria (Occupational Therapy)

In August 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. Further amendments to 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.

Requesting a Financial Assessment

In August 2024, text amendments were made to reflect changes made to the chapter, Financial Assessment.

Preparing to Establish the Needs of Young Carers

In August 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 August 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.

Preparing to Establish Needs (Carers)

In August 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.   

Introduction, Legal Requirements and Tools (Carers)

In August 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.

Understanding and Applying Eligibility Criteria (Carers)

In August 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.

Preparing to Carry out a Support Plan Review

In August 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.

February 2024

The Transition Plan

In February 2024, the Government 'Making Finance Decisions for Young People: Parent and Carer' Toolkit was added into the list of tools to support the Transition Plan conversation.

Equality, Diversity and Human Rights

In February 2024, this new chapter was added into the Universal Procedures section.

Understanding the Mental Health Act 1983

In February 2024, this new chapter was added into the Adults Mental Health and AMHP Team section.

Community Mental Health Framework

Actions and Next Steps (Carers)

In February 2024, information about the Caldicott Principles was added into the 'Providing Information about a Carer' section.

Deprivation of Liberty Safeguards Procedure

In February 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 into Section 5, Receiving a Standard Authorisation Request.

Joint Packages of Health and Social Care

In February 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.

Deputyship and Financial Affairs

Section 6, Making a Property and Affairs Deputyship Application was updated in February 2024 to include more information about notifications. Information about Carer's Card accounts was also added into Section 2, Identifying Support Needs.

Recognising and Responding to Deprivations of Liberty

In February 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.

Actions and Next Steps

In February 2024, information about the Caldicott Principles was added into the 'Providing Information about a Person' section.

Actions and Next Steps (Hospital Discharge)

Actions and Next Steps (Occupational Therapy)

Continuity of Care Arrangements

In February 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'.

Actions and Next Steps (Let's Talk Team)

In February 2024, information about the Caldicott Principles was added into the 'Providing Information about a Person/Carer' section.

Receiving a Contact or Referral

In February 2024, a new Section 5, Identifying Carers was added.

Providing Information about a Person or Carer

In February 2024, information about the Caldicott Principles was added.

Ordinary Residence Procedure

In February 2024, a link to the ordinary residence section in the Section 117 Aftercare Procedure was added.

Acting as an Appropriate Adult

In February 2024, this new chapter was added into the Specialist Procedures section.

Debt Respite Scheme (Breathing Spaces) Procedure

In February 2024, a new Section 2, Final Demand Guide was added. 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.

NHS Continuing Healthcare Procedure

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

Section 117 Aftercare

Section 3, Ordinary Residence was updated in February 2024 to reflect the Supreme Court judgement R (Worcestershire County Council) v Secretary of State for Health and Social Care [2023] UKSC 31.

No Recourse to Public Funds (NRPF)

In February 2024, the guidance 'Supporting Migrants Lacking Mental Capacity in Relation to Immigration Matters' was added into Section 1, Using this Procedure and Further Guidance. A link to the government guidance 'Asylum support' was added into Section 7, Providing Information and Advice. The Home Office Status, Verification, Enquiries and Checking service e-mail was also updated.

Discharge to Assess (Home First)

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

Social Circumstances Report

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

Prisons and Approved Premises

NHS-funded Nursing Care Procedure (FNC)

In February 2024, relevant text amends were made throughout to reflect the feedback received following a full tri.x legal review of the NHS Continuing Healthcare Procedure.