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Amendments

2024

December 2024

Providing Information about a Person or Carer

In December 2024, 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. 

Deprivation of Liberty Safeguards Procedure

In December 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, a need to know box was added with information about responding to requests from an eligible person. The link to the ADASS Priority Tool for Deprivation of Liberty Requests was also updated in Section 5, Receiving a Standard Authorisation Request.

Recording and Keeping Records

In December 2024, Section 3, Principles of Good Recording was updated to include links to resources that support anti-discriminatory recording. 

Death of a Person or Carer

In December 2024, 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.

Equality, Diversity and Human Rights

In December 2024, 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.

Recognising and Responding to Deprivations of Liberty

In December 2024, this chapter was updated following a full tri.x legal review.

Joint Packages of Health and Social Care

In December 2024, 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.  

The Light Touch Review Conversation

In December 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.

Legal Requirements of a Support Plan Review and Tools

In December 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.

Debt Respite Scheme (Breathing Spaces) Procedure

In December 2024, amendments were made to Section 6, 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.

The Light Touch Review Conversation (Carers)

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

The Skilled Conversation (Carers)

In December 2024, Section 8, Good Information and Advice and Prevention was updated to include information about carers leave.

Care and Support Planning

In December 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.

The Full Review Conversation

In December 2024, Section 9, Good Information and Advice and Prevention was updated to include information about carers leave.

Signing off a Support Plan and Agreeing a Final Personal Budget

In December 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.

Setting an Indicative Budget

In December 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. 

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

In December 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.

NHS Continuing Healthcare Procedure

In December 2024, 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).

Understanding the Mental Health Act 1983

In December 2024, 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.

Legal Requirements of a Care and Support Plan Review and Tools

In December 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.

End of Life Procedures and Practice Guidance

In December 2024, in Section 7, Good Practice Guidance for End of Life, the SCIE End of Life Hub was removed and replaced with BASW guidance: The role of social workers in palliative, end of life and bereavement care. The Skills for Care Common Core Principles and Competencies was also removed and replaced with The Universal Principles for Advance Care Planning.

AMHP Procedure and the AMHP Service

In December 2024, 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.

Arranging Support and Services

In December 2024, Section 8, Out of Area Services was updated to clarify that Extra Care Housing is classified as specified accommodation.

Deputyship and Financial Affairs

In December 2024, 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.

June 2024

Social Media (use of)

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

Equality, Diversity and Human Rights

In June 2024, this new chapter was added to the Section, Universal Procedures (used by all teams).

Preparing to Establish Needs (Reablement)

In June 2024, text amendments were made to Section 1, 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, Purpose and Tools (Reablement)

In June 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.  

Section 117 Aftercare

In June 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. A full legal review was also carried out 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). 

Continuity of Care Arrangements

In June 2024, text amendments were made to Section 1, An Introduction to Continuity of Care Arrangements. These amendments were 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.

Deputyship and Financial Affairs

In June 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. 

NHS Continuing Healthcare Procedure

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

Preparing to Establish the Needs of Parent Carers

In June 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 the Needs of Young Carers

In June 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.

Debt Respite Scheme (Breathing Spaces) Procedure

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

NHS-funded Nursing Care Procedure (FNC)

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

Discharge to Assess (Home First)

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

Joint Packages of Health and Social Care

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

Preparing to Establish Needs (Carers)

In June 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.  

Deprivation of Liberty Safeguards Procedure

In June 2024, relevant text amendments were 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. 

Direct Payments

In June 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.

Using these Procedures (Mental Health Social Work Teams)

In July 2024, this chapter was updated to reflect a change in a team name.

Introduction, Legal Requirements and Tools (Carers)

In June 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. 

Financial Assessment

In June 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.

The Reablement Review

In June 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.

Preparing to Carry out a Care and Support Plan Review

In June 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.

Introduction, Legal Requirements and Tools (Occupational Therapy)

In June 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. 

Preparing to Establish Needs (Child's Needs Assessment)

In June 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.

Understanding and Applying Eligibility Criteria (Carers)

In June 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.

Introduction, Legal Requirements and Tools

In June 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 June 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.

Prisons and Approved Premises

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

Service Interruptions and Provider Failure

In June 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 (Occupational Therapy)

In June 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. 

Preparing to Establish Needs

In June 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.

Recognising and Responding to Deprivations of Liberty

In June 2024, relevant text amendments were made throughout to reflect the feedback received following a full tri.x legal review of the Deprivation of Liberty Safeguards Procedure.

Understanding and Applying Eligibility Criteria (Occupational Therapy)

In June 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 June 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.

Requesting a Financial Assessment

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

2023

December 2023

Actions and Next Steps

In December 2023, information about the Caldicott Principles was added into the 'Providing Information about a Person' section.

Actions and Next Steps (Hospital Teams)

Actions and Next Steps (Reablement)

Actions and Next Steps (Occupational Therapy)

Actions and Next Steps (ASC Information and Advice Service)

In December 2023, information about the Caldicott Principles was added into the 'Providing Information about a Person/Carer' section. The 'First Point of Contact' team name was also amended to 'Information and Advice Centre'.

Section 117 Aftercare

Section 3, Ordinary Residence was updated in December 2023 to reflect the Supreme Court judgement R (Worcestershire County Council) v Secretary of State for Health and Social Care [2023] UKSC 31. A link to the Community Mental Health Framework for Adults and Older Adults documents was also added into Section 9, Further Information. 

Deprivation of Liberty Safeguards Procedure

A new Section 15, Challenging an Authorisation using Section 21A and new Section 16, The Future of the Deprivation of Liberty Safeguards were added in December 2023. At the same time, the chapter Liberty Protection Safeguards Procedure was deleted.

Deciding the Outcome of a Contact or Referral (ASC Information and Advice Service)

In December 2023, the 'First Point of Contact' team name was amended to 'Information and Advice Centre'. 

The Transition Plan

In December 2023, the Government 'Making Finance Decisions for Young People: Parent and Carer' Toolkit was added to the list of tools to support the Transition Plan conversation.

Providing Information about a Person or Carer

In December 2023, information about the Caldicott Principles was added.

Community Mental Health Framework

In December 2023, this new chapter was added into the Mental Health Social Work Teams section. 

Ordinary Residence Procedure

In December 2023, a link to the ordinary residence section of the Section 117 Aftercare Procedure was added.

Safeguarding Adults

Section 2, Reporting Abuse and Neglect was updated in December 2023 to include information about the MASH.

Understanding the Mental Health Act 1983

In December 2023, this new chapter was added into the Mental Health Social Work Teams section. 

Monitoring Urgent or Interim Support and Services

In December 2023, the 'First Point of Contact' team name was amended to 'Information and Advice Centre'.  

Social Circumstances Report

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

AMHP Procedure and the AMHP Service

In December 2023, this procedure was renamed 'AMHP Procedure and the AMHP Service'. Information in Section 2, The AMHP Service was also updated.

Using these Procedures (Reablement)

In December 2023, further information about the reablement service was added into Section 1, About the Service.

Deputyship and Financial Affairs

In December 2023, information about Carer's Card accounts was added into Section 2, Identifying Support Needs.

Debt Respite Scheme (Breathing Spaces) Procedure

In December 2023, 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.

Receiving a Contact or Referral

In December 2023, a new Section 5, Identifying Carers was added. The 'First Point of Contact' team name was also amended to 'Information and Advice Centre'.

Actions and Next Steps (Carers)

In December 2023, information about the Caldicott Principles was added into the 'Providing Information about a Carer' section.

Using these Procedures (Mental Health Social Work Teams)

In December 2023, this section was updated to better reflect the Mental Health Teams in Surrey.

Acting as an Appropriate Adult

In December 2023, this new chapter was added into the Specialist Procedures section.

Recognising and Responding to Deprivations of Liberty

In December 2023, this chapter was fully reviewed and refreshed. This included moving information about Best Interests into Section 6, Applying to the Court - adding information about the National Deprivation of Liberty Court and adding a new Section 8, Challenging a DoLS Authorisation using Section 21A.

Using these Procedures (Communities and Prevention Coordinator Service)

In December 2023, this team name was changed to 'Communities and Prevention Coordinator Service' and information in Section 1, The Communities and Prevention Team was updated.

About the Team (EDT)

In December 2023, this new chapter was added.

About the Continuing Care Team

No Recourse to Public Funds (NRPF)

In December 2023, the 'Supporting Migrants Lacking Mental Capacity in relation to Immigration Matters' guidance 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.
Section 11, Meeting Needs and Review was updated to include Shared Lives placements.
The Home Office Status, Verification, Enquiries and Checking service e-mail was also updated.