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Working Together To Safeguard Children 2026 Update.

The Mental Health Act 2025 Reforms.

Hartlepool Adults Procedures, Practice Guidance and Tools

Contents

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1.The Care Act 2014 Resource

1.0.1The Care Act 2014 Resource

2.The Mental Capacity Act 2005 Resource and Practice Toolkit

2.0.1The Mental Capacity Act 2005 Resource and Practice Toolkit

3.Safeguarding Adults

3.0.1Safeguarding AdultsFebruary 13, 2025

4.Deprivation of Liberty

4.0.1Deprivation of Liberty Safeguards Procedure
Updated
February 13, 2026
4.0.2Recognising and Responding to Deprivations of Liberty
Updated
February 13, 2025

5.Universal Procedures (used by all teams)

5.0.1Recording and Keeping RecordsFebruary 13, 2025
5.0.2Providing Information about a Person or CarerAugust 14, 2025
5.0.3Professional Curiosity
Updated
February 13, 2026
5.0.4Financial AssessmentFebruary 13, 2026
5.0.5Commissioning and Brokerage ProceduresAugust 4, 2022
5.0.6Direct PaymentsFebruary 13, 2026
5.0.7Assistive Technology and TelecareFebruary 13, 2026
5.0.8Risk AssessmentAugust 14, 2025
5.0.9Lone WorkingAugust 4, 2022
5.0.10Joint WorkNovember 3, 2021
5.0.11Co-productionFebruary 13, 2026
5.0.12Social Media (use of)February 13, 2026
5.0.13Storage of Data on Practitioners' Mobile DevicesFebruary 13, 2026
5.0.14Interpreter and Translation ServicesAugust 14, 2025
5.0.15Death of a Person or CarerFebruary 13, 2025
5.0.16Equality, Diversity and Human Rights
Updated
February 13, 2026

6.Specialist Procedures

6.0.1Individual Service FundsAugust 4, 2022
6.0.2Deputyship and Financial Affairs
Updated
February 13, 2025
6.0.3Debt Respite Scheme (Breathing Spaces) ProcedureAugust 14, 2025
6.0.4Housing and HomelessnessAugust 14, 2025
6.0.5Minor Works and Low Level EquipmentAugust 4, 2022
6.0.6Joint Packages of Health and Social Care
Updated
February 13, 2025
6.0.7NHS Continuing Healthcare Procedure
Updated
August 14, 2025
6.0.8NHS-funded Nursing Care Procedure (FNC)
Updated
August 14, 2024
6.0.9End of Life Procedures and Practice Guidance
Updated
August 14, 2025
6.0.10Legal ServicesNovember 22, 2021
6.0.11Ordinary Residence Procedure
Updated
February 15, 2024
6.0.12Continuity of Care Arrangements
Updated
August 14, 2024
6.0.13Cross Border PlacementsFebruary 13, 2025
6.0.14Protecting Moveable PropertyAugust 14, 2025
6.0.15Service Interruptions and Provider FailureAugust 14, 2024
6.0.16No Recourse to Public Funds (NRPF)
Updated
August 14, 2025
6.0.17Prisons and Approved PremisesAugust 14, 2025
6.0.18Acting as an Appropriate AdultFebruary 13, 2026
6.0.19Working Effectively with Parents and Children's ServicesAugust 14, 2025

7.Early Intervention

7.0.1Receiving a Contact or Referral
Updated
August 14, 2025
7.0.2Deciding the Outcome of a Contact or Referral (Early Intervention)February 13, 2025
7.0.3Actions and Next Steps
Updated
February 13, 2026
7.0.4Monitoring Urgent or Interim Support and ServicesAugust 14, 2024

8.Reablement

8.1Contact and Referral

8.1.1Receiving a Contact or Referral
Updated
August 14, 2025
8.1.2Deciding the Outcome of a Contact or Referral (Reablement)February 13, 2025
8.1.3Actions and Next Steps
Updated
February 13, 2026

8.2Establishing Needs

8.2.1Introduction, Purpose and Tools (Reablement)August 14, 2024
8.2.2Preparing to Establish Needs (Reablement)August 14, 2025
8.2.3The Skilled Conversation (Reablement)February 13, 2026
8.2.4Agreeing Needs, Making a Formal Record and Next Steps (Reablement)October 8, 2021

8.3Meeting Needs

8.3.1The Reablement PlanAugust 14, 2025
8.3.2Arranging the Reablement ServiceAugust 14, 2024

8.4Monitoring and Reviewing Reablement

8.4.1Monitoring ReablementFebruary 15, 2024
8.4.2Monitoring Actions (Reablement)
Updated
February 15, 2024
8.4.3The Reablement ReviewFebruary 13, 2025
8.4.4Deciding the Outcome of a Reablement Review and Making a Formal RecordOctober 8, 2021
8.4.5Actions Following a Reablement ReviewAugust 14, 2024

9.Hospital Team

9.1Contact and Referral

9.1.1Receiving a Contact or Referral
Updated
August 14, 2025
9.1.2Deciding the Outcome of a Contact or Referral (Hospital Team)February 13, 2025
9.1.3Actions and Next Steps
Updated
February 13, 2026

9.2Discharge to Assess

9.2.1Discharge to AssessAugust 4, 2022
9.2.2Monitoring Urgent or Interim Support and ServicesAugust 14, 2024

9.3Establishing Needs

9.3.1Introduction, Legal Requirements and ToolsAugust 14, 2024
9.3.2Preparing to Establish NeedsFebruary 13, 2025
9.3.3The Skilled ConversationFebruary 13, 2025
9.3.4Agreeing Needs and Making a Formal RecordAugust 4, 2022
9.3.5Understanding and Applying Eligibility Criteria
Updated
August 14, 2025
9.3.6Communicating the Outcome and Next StepsFebruary 13, 2026

9.4Meeting Needs

9.4.1Establishing Ordinary ResidenceAugust 4, 2022
9.4.2Requesting a Financial AssessmentFebruary 13, 2026
9.4.3Setting an Indicative BudgetFebruary 13, 2025
9.4.4Care and Support Planning
Updated
August 14, 2025
9.4.5Signing Off a Care and Support Plan and Agreeing a Final Personal Budget
Updated
February 13, 2026
9.4.6Arranging Support and Services
Updated
February 13, 2026

9.5Reviewing Support and Services

9.5.1Legal Requirements of a Care and Support Plan Review and ToolsFebruary 13, 2025
9.5.2Preparing to Carry out a Care and Support Plan ReviewFebruary 13, 2025
9.5.3The Review Conversation
Updated
February 13, 2026
9.5.4Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordFebruary 13, 2025
9.5.5Actions Following a Care and Support Plan ReviewFebruary 13, 2025
9.5.6Reviewing a Direct Payment

10.Occupational Therapy

10.1Contact and Referral

10.1.1Receiving a Contact or Referral
Updated
August 14, 2025
10.1.2Deciding the Outcome of a Contact or Referral (Occupational Therapy)February 13, 2026
10.1.3Actions and Next Steps
Updated
February 13, 2026

10.2Establishing Needs

10.2.1Introduction, Legal Requirements and Tools (Occupational Therapy)August 14, 2024
10.2.2Preparing to Establish Needs (Occupational Therapy)August 14, 2025
10.2.3The Skilled Conversation (Occupational Therapy)August 14, 2025
10.2.4Agreeing Needs, Making a Formal Record and Next Steps (Occupational Therapy)February 13, 2025
10.2.5Establishing Likely Eligibility for a Disabled Facilities Grant
Updated
August 14, 2023
10.2.6Understanding and Applying Eligibility Criteria (Occupational Therapy)
Updated
August 14, 2025
10.2.7Communicating the Outcome and Next Steps (Occupational Therapy)February 13, 2026

10.3Meeting Needs

10.3.1Establishing Ordinary Residence (Occupational Therapy)September 28, 2021
10.3.2Requesting a Financial AssessmentFebruary 13, 2026
10.3.3Applying for a Disabled Facilities GrantAugust 14, 2024
10.3.4The Outcome of the Disabled Facilities Grant Application and Next StepsNovember 3, 2021
10.3.5Providing EquipmentFebruary 13, 2025
10.3.6Equipment in a Care HomeFebruary 13, 2025
10.3.7Providing Direct SupportFebruary 13, 2025

10.4Monitoring and Review

10.4.1Monitoring and ReviewAugust 14, 2025

11.Locality Teams

11.1Contact and Referral

11.1.1Receiving a Contact or Referral
Updated
August 14, 2025
11.1.2Deciding the Outcome of a Contact or ReferralFebruary 13, 2025
11.1.3Actions and Next Steps
Updated
February 13, 2026

11.2Establishing Needs

11.2.1Introduction, Legal Requirements and ToolsAugust 14, 2024
11.2.2Preparing to Establish NeedsFebruary 13, 2025
11.2.3The Skilled ConversationFebruary 13, 2025
11.2.4Agreeing Needs and Making a Formal RecordAugust 4, 2022
11.2.5Understanding and Applying Eligibility Criteria
Updated
August 14, 2025
11.2.6Communicating the Outcome and Next StepsFebruary 13, 2026

11.3Meeting Needs

11.3.1Establishing Ordinary ResidenceAugust 4, 2022
11.3.2Requesting a Financial AssessmentFebruary 13, 2026
11.3.3Setting an Indicative BudgetFebruary 13, 2025
11.3.4Care and Support Planning
Updated
August 14, 2025
11.3.5Signing Off a Care and Support Plan and Agreeing a Final Personal Budget
Updated
February 13, 2026
11.3.6Arranging Support and Services
Updated
February 13, 2026

11.4Reviewing Support and Services

11.4.1Legal Requirements of a Care and Support Plan Review and ToolsFebruary 13, 2025
11.4.2Preparing to Carry out a Care and Support Plan ReviewFebruary 13, 2025
11.4.3The Review Conversation
Updated
February 13, 2026
11.4.4Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordFebruary 13, 2025
11.4.5Actions Following a Care and Support Plan ReviewFebruary 13, 2025
11.4.6Monitoring Urgent or Interim Support and ServicesAugust 14, 2024
11.4.7Reviewing a Direct Payment

12.Young Adults Transition and Learning Disability Team

12.1Contact and Referral

12.1.1Receiving a Contact or Referral (Young Adults Transition and Learning Disability)February 13, 2025
12.1.2Deciding the Outcome of a Contact or Referral (Young Adults Transition and Learning Disability)February 13, 2025
12.1.3Actions and Next Steps
Updated
February 13, 2026

12.2Children's Procedures

12.2.1Children's Procedures

12.3Deciding Whether to Start Transition

12.3.1Deciding Whether to Start Transition
Updated
August 14, 2023
12.3.2Deciding Whether to Start Carers TransitionNovember 3, 2021
12.3.3Recording the Decision and Next StepsNovember 3, 2021

12.4Child's Needs Assessment (Transition)

12.4.1Introduction, Legal Requirements and Tools (Child's Needs Assessment)August 14, 2024
12.4.2Preparing to Establish Needs (Child's Needs Assessment)February 13, 2025
12.4.3The Skilled Conversation (Child's Needs Assessment)February 13, 2025
12.4.4Agreeing Needs, Making a Formal Record and Next Steps (Child's Needs Assessment)February 15, 2024

12.5Carer's Transition Assessments

12.5.1Introduction, Legal Requirements and Tools (Carer's Transition)August 14, 2024
12.5.2Preparing to Establish the Needs of Parent CarersAugust 14, 2024
12.5.3Preparing to Establish the Needs of Young CarersAugust 14, 2024
12.5.4The Skilled Conversation (Parent Carers)September 27, 2021
12.5.5The Skilled Conversation (Young Carers)February 13, 2025
12.5.6Agreeing Needs, Making a Formal Record and Next Steps (Carer's Transition)February 13, 2025

12.6Transition Planning and Review

12.6.1Setting an Indicative Budget (Transition to Adult Care and Support)November 9, 2021
12.6.2The Transition PlanFebruary 15, 2024
12.6.3Reviewing a Transition PlanAugust 14, 2024
12.6.4Reviewing an Education, Health and Care Plan (from 18 years)February 13, 2026

12.7Establishing Needs (Adult Care and Support)

12.7.1Introduction, Legal Requirements and ToolsAugust 14, 2024
12.7.2Preparing to Establish NeedsFebruary 13, 2025
12.7.3The Skilled ConversationFebruary 13, 2025
12.7.4Agreeing Needs and Making a Formal RecordAugust 4, 2022
12.7.5Understanding and Applying Eligibility Criteria
Updated
August 14, 2025
12.7.6Communicating the Outcome and Next StepsFebruary 13, 2026

12.8Meeting Needs (Adult Care and Support)

12.8.1Establishing Ordinary ResidenceAugust 4, 2022
12.8.2Requesting a Financial AssessmentFebruary 13, 2026
12.8.3Setting an Indicative BudgetFebruary 13, 2025
12.8.4Care and Support Planning
Updated
August 14, 2025
12.8.5Signing Off a Care and Support Plan and Agreeing a Final Personal Budget
Updated
February 13, 2026
12.8.6Arranging Support and Services
Updated
February 13, 2026

12.9Reviewing Support and Services (Adult Care and Support)

12.9.1Legal Requirements of a Care and Support Plan Review and ToolsFebruary 13, 2025
12.9.2Preparing to Carry out a Care and Support Plan ReviewFebruary 13, 2025
12.9.3The Review Conversation
Updated
February 13, 2026
12.9.4Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordFebruary 13, 2025
12.9.5Actions Following a Care and Support Plan ReviewFebruary 13, 2025
12.9.6Monitoring Urgent or Interim Support and ServicesAugust 14, 2024
12.9.7Reviewing a Direct Payment

13.Preventative Mental Health Team

13.1Contact and Referral

13.1.1Receiving a Contact or Referral
Updated
August 14, 2025
13.1.2Deciding the Outcome of a Contact or ReferralFebruary 13, 2025
13.1.3Actions and Next Steps
Updated
February 13, 2026

13.2Establishing Needs

13.2.1Introduction, Legal Requirements and ToolsAugust 14, 2024
13.2.2Preparing to Establish NeedsFebruary 13, 2025
13.2.3The Skilled ConversationFebruary 13, 2025
13.2.4Agreeing Needs and Making a Formal RecordAugust 4, 2022
13.2.5Understanding and Applying Eligibility Criteria
Updated
August 14, 2025
13.2.6Communicating the Outcome and Next StepsFebruary 13, 2026

13.3Meeting Needs

13.3.1Establishing Ordinary ResidenceAugust 4, 2022
13.3.2Requesting a Financial AssessmentFebruary 13, 2026
13.3.3Setting an Indicative BudgetFebruary 13, 2025
13.3.4Care and Support Planning
Updated
August 14, 2025
13.3.5Signing Off a Care and Support Plan and Agreeing a Final Personal Budget
Updated
February 13, 2026
13.3.6Arranging Support and Services
Updated
February 13, 2026

13.4Reviewing Support and Services

13.4.1Legal Requirements of a Care and Support Plan Review and ToolsFebruary 13, 2025
13.4.2Preparing to Carry out a Care and Support Plan ReviewFebruary 13, 2025
13.4.3The Review Conversation
Updated
February 13, 2026
13.4.4Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordFebruary 13, 2025
13.4.5Actions Following a Care and Support Plan ReviewFebruary 13, 2025
13.4.6Monitoring Urgent or Interim Support and ServicesAugust 14, 2024
13.4.7Reviewing a Direct Payment

13.5Functions under the Mental Health Act

13.5.1Understanding the Mental Health Act 1983
Updated
February 13, 2025
13.5.2Social Circumstances ReportAugust 14, 2024
13.5.3Section 117 Aftercare
Updated
August 14, 2024
13.5.4Community Mental Health Framework
Updated
February 15, 2024

14.AMHP Procedure

14.0.1AMHP ProcedureFebruary 13, 2025

15.Carers Procedures

15.1Contact and Referral

15.1.1Receiving a Contact or Referral
Updated
August 14, 2025
15.1.2Deciding the Outcome of a Contact or Referral (Carers)February 13, 2025
15.1.3Actions and Next Steps (Carers)February 13, 2026

15.2Establishing Needs

15.2.1Introduction, Legal Requirements and Tools (Carers)August 14, 2024
15.2.2Preparing to Establish Needs (Carers)August 14, 2024
15.2.3The Skilled Conversation (Carers)February 13, 2025
15.2.4Agreeing Needs and Making a Formal Record (Carers)October 8, 2021
15.2.5Understanding and Applying Eligibility Criteria (Carers)August 14, 2025
15.2.6Communicating the Outcome and Next Steps (Carers)February 13, 2026

15.3Meeting Needs

15.3.1Establishing Ordinary ResidenceAugust 4, 2022
15.3.2Requesting a Financial AssessmentFebruary 13, 2026
15.3.3Setting an Indicative BudgetFebruary 13, 2025
15.3.4Support PlanningFebruary 13, 2025
15.3.5Signing off a Support Plan and Agreeing a Final Personal Budget
Updated
February 13, 2026
15.3.6Arranging Support and Services
Updated
February 13, 2026

15.4Reviewing Support and Services

15.4.1Legal Requirements of a Support Plan Review and ToolsAugust 14, 2024
15.4.2Preparing to Carry out a Support Plan ReviewAugust 14, 2024
15.4.3The Review Conversation (Carers)
Updated
February 13, 2026
15.4.4Deciding the Outcome of a Support Plan Review and Making a Formal RecordNovember 3, 2021
15.4.5Actions Following a Support Plan ReviewFebruary 13, 2025
15.4.6Monitoring Urgent or Interim Support and ServicesAugust 14, 2024
15.4.7Reviewing a Direct Payment

16.Day Opportunities

16.0.1Day OpportunitiesAugust 4, 2022

17.Users Property and Finance Team

17.0.1User Property and Finance Team (UPFT)August 4, 2022
17.0.2Deputyship and Financial Affairs
Updated
February 13, 2025
17.0.3Protecting Moveable PropertyAugust 14, 2025

Last Updated: February 13, 2026

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