Amendments

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.

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.

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.

In February 2025, the link to the ADASS Priority Tool for Deprivation of Liberty Requests was updated in Section 5, Receiving a Standard Authorisation Request.

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

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

In February 2025, Section 4, Providing Information about a Carer was updated to reflect amendments made to the chapter Providing Information about a Person or Carer following a full tri.x legal review.

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

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.

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’.

In February 2025, Section 11, Meeting Needs and Review was updated to include information about alternative temporary housing options that can be explored. Additionally, Section 13, People with NRPF who are Receiving Aftercare under Section 117 of the Mental Health Act 1983 was refreshed and a link added to the Section 117 Aftercare chapter.

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

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.

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’.

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

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’.

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).

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.  

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.

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

In August 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 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’.

In August 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 August 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 August 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 August 2024, text amendments were made to Section 5, Arranging the Assessment and Preparing the Young Person. These amendments were 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 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’.

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’.

In August 2024, minor text amendments were made to Section 3, Applying the Eligibility Criteria.  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.     

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’.

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’.

In August 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. And minor text amends have been 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’.

In August 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 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’.

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’.   

In August 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 August 2024, text amendments were made toSection 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’.  

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

In August 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. And minor text amends have been 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’.

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

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

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’.

In August 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 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’.   

In August 2024, text amendments were made to Section1, 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’.

In August 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’.

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’. 

In August 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’.  

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

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’.

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.

In August 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, Receiving a Standard Authorisation Request a ‘need to know’ box has been added with information about responding to requests from an eligible person.

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’.

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

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’.   

In February 2024, information about the Caldicott Principles was added to the section ‘Providing Information about a Person/Carer’.

In February 2024, information about the Caldicott Principles was added to the section ‘Providing Information about a Person/Carer’.

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

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

In February 2024, information about the Caldicott Principles was added to the section ‘Providing Information about a Person/Carer’.

In February 2024, information about the Caldicott Principles was added to the section ‘Providing Information about a Person/Carer’.

In February 2024, information about the Caldicott Principles was added to the section ‘Providing Information about a Person/Carer’.

In February 2024 this new chapter was added to the Preventative Mental Health Team section.

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 to Section 5, Receiving a Standard Authorisation Request.

In February 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.

In February 2024 This new chapter was added before Social Circumstances Report.

In February 2024, information about the Caldicott Principles was added to the section ‘Providing Information about a Person/Carer’.

In February 2024, information about the Caldicott Principles was added to the section ‘Providing Information about a Person/Carer’.

In February 2024, 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 February 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.

In February 2024, the guidance ‘Supporting Migrants Lacking Mental Capacity in Relation to Immigration Matters’ was added to Section 1, Using this Procedure and Further Guidance. In Section 6, 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. Additionally, Section 11 was also updated to include Shared Lives placements.

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

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

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

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.

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’.

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

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

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

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.

In February 2024, a new section was added ‘Identifying Carers’.

In August 2023 this new chapter was added.

In August 2023, a broken link was fixed.

In August 2023 this chapter was refreshed throughout and amended to reflect changes to the immigration status requirements for people from EEA countries.   

In August 2023 a link was added in Section 1, Section 117 to the new Section 117 Aftercare chapter. The chapter has also been fully reviewed and refreshed.   

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

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

In August 2023 a broken link is Section 3.1, When DFG eligibility is likely to be met was fixed

In August 2023, Section 4, Understanding the Deprivation of Liberty Safeguards was updated to provide greater clarity on state imputability. Sections 15, Challenging an Authorisation using Section 21A and Section 16, The Future of the Deprivation of Liberty Safeguards were added. The chapter Liberty Protection Safeguards Procedure was deleted.

In August 2023 this chapter was fully reviewed and refreshed.   

In August 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’. 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.

In August 2023 a broken link in Section 1, Using this Procedure was fixed.

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

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

In February 2023, information was added into Section 6, Making a Deputyship Application. This information explains the Court's requirement for 3 respondents.

In February 2023, this new procedure was added to the Universal Procedures section. Relevant links to it were also added.

Section 2, Deciding the Timeframe for the Next Review was revised in February 2023 to better clarify the statutory requirements around the frequency in which Support Plans should be reviewed.

Section 5, Arranging the Review and Preparing the Person was revised in February 2023 to better clarify the statutory requirements around the frequency in which Care and Support Plans should be reviewed.

Section 2, Deciding the Timeframe for the Next Review was revised in February 2023 to better clarify the statutory requirements around the frequency in which Care and Support Plans should be reviewed.

Section 2, A Brief Introduction to Social Circumstances Reports was updated in February 2023 to clarify who can complete a Social Circumstances Report. Section 6, Writing the Report was also updated to include links to the HM Courts & Tribunals Service forms.

Section 3, Legal Requirements of Review and Section 6, Responding to a Review Request were both revised in February 2023 to better clarify the statutory requirements around the frequency in which Care and Support Plans should be reviewed.

Section 3, Legal Requirements of Review and Section 6, Responding to a Review Request were both revised in February 2023 to better clarify the statutory requirements around the frequency in which Support Plans should be reviewed.

In February 2023, this new chapter was added to the Universal Procedures. The information previously sat in the chapter 'Actions and Next Steps' but has been relocated.

Section 14, Deciding how the Plan will be Reviewed and Monitored was revised in February 2023 to better clarify the statutory requirements around the frequency in which Support Plans should be reviewed.

Section 14, Deciding how the Plan will be Reviewed and Monitored was revised in February 2023 to better clarify the statutory requirements around the frequency in which Care and Support Plans should be reviewed.

In February 2023, all occurrences of Clinical Commissioning Groups/CCG's across the tri.x site were replaced by Integrated Care Boards/ICBs. This change was made to reflect changes introduced by the Health and Care Act 2022. This change affected multiple procedures.

Section 5, Arranging the Review and Preparing the Carer was revised in February 2023 to better clarify the statutory requirements around the frequency in which Support Plans should be reviewed.