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3.Safeguarding Adults
- 3.0.1Safeguarding AdultsUpdatedMarch 2, 2026
4.Deprivation of Liberty and the DoLS Team
- 4.0.1Deprivation of Liberty Safeguards ProcedureMarch 2, 2026
- 4.0.2Recognising and Responding to Deprivations of LibertyJune 20, 2025
- 4.0.3The DoLS TeamUpdatedMarch 2, 2026
5.Universal Procedures (used by all teams)
- 5.0.1Equality, Diversity and Human RightsMarch 2, 2026
- 5.0.2Recording and Keeping RecordsMarch 2, 2026
- 5.0.3Providing Information about a Person or CarerMarch 2, 2026
- 5.0.4Professional CuriosityUpdatedMarch 2, 2026
- 5.0.5Financial AssessmentMarch 2, 2026
- 5.0.6Commissioning and Brokerage ProceduresUpdatedMarch 2, 2026
- 5.0.7Direct PaymentsMarch 2, 2026
- 5.0.8Technology Enabled CareMarch 2, 2026
- 5.0.9Risk AssessmentJune 20, 2025
- 5.0.10Co-productionMarch 2, 2026
- 5.0.11Lone WorkingJune 20, 2023
- 5.0.12Joint WorkNovember 3, 2021
- 5.0.13Social Media (use of)March 2, 2026
- 5.0.14Storage of Data on Practitioners' Mobile DevicesMarch 2, 2026
- 5.0.15Artificial Intelligence (AI) in Adult Social CareUpdatedMarch 2, 2026
- 5.0.16Interpreter and Translation ServicesMarch 2, 2026
- 5.0.17Death of a Person or CarerDecember 18, 2024
6.ASC Information and Advice Service
- 6.0.1Receiving a Contact or ReferralUpdatedMarch 2, 2026
- 6.0.2Deciding the Outcome of a Contact or Referral (ASC Information and Advice Service)March 2, 2026
- 6.0.3Actions and Next StepsUpdatedMarch 2, 2026
- 6.0.4Monitoring Urgent or Interim Support and ServicesUpdatedMarch 2, 2026
7.1Using these Procedures
- 7.1.1Using these Procedures (Connect to Community Teams and Area Teams (Social Work))UpdatedMarch 2, 2026
7.2Contact and Referral
- 7.2.1Receiving a Contact or ReferralUpdatedMarch 2, 2026
- 7.2.2Deciding the Outcome of a Contact or ReferralUpdatedMarch 2, 2026
- 7.2.3Actions and Next StepsUpdatedMarch 2, 2026
7.3Establishing Needs
- 7.3.1Introduction, Legal Requirements and ToolsUpdatedMarch 2, 2026
- 7.3.2Preparing to Establish NeedsUpdatedMarch 2, 2026
- 7.3.3The Skilled ConversationUpdatedMarch 2, 2026
- 7.3.4Agreeing Needs and Making a Formal RecordUpdatedMarch 2, 2026
- 7.3.5Understanding and Applying Eligibility CriteriaUpdatedMarch 2, 2026
- 7.3.6Communicating the Outcome and Next StepsUpdatedMarch 2, 2026
7.4Meeting Needs
- 7.4.1Establishing Ordinary ResidenceUpdatedMarch 2, 2026
- 7.4.2Requesting a Financial AssessmentUpdatedMarch 2, 2026
- 7.4.3Setting an Indicative BudgetUpdatedMarch 2, 2026
- 7.4.4Care and Support PlanningUpdatedMarch 2, 2026
- 7.4.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetUpdatedMarch 2, 2026
- 7.4.6Arranging Support and ServicesUpdatedMarch 2, 2026
7.5Reviewing Support and Services
- 7.5.1Legal Requirements of a Care and Support Plan Review and ToolsUpdatedMarch 2, 2026
- 7.5.2Preparing to Carry out a Care and Support Plan ReviewUpdatedMarch 2, 2026
- 7.5.3The Review ConversationUpdatedMarch 2, 2026
- 7.5.4Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordUpdatedMarch 2, 2026
- 7.5.5Actions Following a Care and Support Plan ReviewUpdatedMarch 2, 2026
- 7.5.6Monitoring Urgent or Interim Support and ServicesUpdatedMarch 2, 2026
- 7.5.7Reviewing a Direct Payment
8.1Using these Procedures
- 8.1.1Using these Procedures (Connect to Community Teams and Area Teams (Occupational Therapy))UpdatedMarch 2, 2026
8.2Contact and Referral
- 8.2.1Receiving a Contact or ReferralUpdatedMarch 2, 2026
- 8.2.2Deciding the Outcome of a Contact or Referral (Occupational Therapy)March 2, 2026
- 8.2.3Actions and Next StepsUpdatedMarch 2, 2026
8.3Establishing Needs
- 8.3.1Introduction, Legal Requirements and Tools (Occupational Therapy)June 20, 2024
- 8.3.2Preparing to Establish Needs (Occupational Therapy)March 2, 2026
- 8.3.3The Skilled Conversation (Occupational Therapy)March 2, 2026
- 8.3.4Agreeing Needs, Making a Formal Record and Next Steps (Occupational Therapy)June 20, 2024
- 8.3.5Establishing Likely Eligibility for a Disabled Facilities GrantJune 20, 2023
- 8.3.6Understanding and Applying Eligibility Criteria (Occupational Therapy)March 2, 2026
- 8.3.7Communicating the Outcome and Next Steps (Occupational Therapy)UpdatedMarch 2, 2026
8.4Meeting Needs
- 8.4.1Establishing Ordinary Residence (Occupational Therapy)September 28, 2021
- 8.4.2Requesting a Financial AssessmentUpdatedMarch 2, 2026
- 8.4.3Applying for a Disabled Facilities GrantDecember 18, 2023
- 8.4.4The Outcome of the Disabled Facilities Grant Application and Next StepsJune 20, 2023
- 8.4.5Providing EquipmentJune 20, 2024
- 8.4.6Equipment in a Care HomeJune 20, 2024
- 8.4.7Providing Direct SupportJune 20, 2024
8.5Monitoring and Review
- 8.5.1Monitoring and ReviewMarch 2, 2026
9.1Using these Procedures
- 9.1.1Using these Procedures (Hospital Teams)June 20, 2023
9.2Contact and Referral
- 9.2.1Receiving a Contact or ReferralUpdatedMarch 2, 2026
- 9.2.2Deciding the Outcome of a Contact or Referral (Hospital Teams)March 2, 2026
- 9.2.3Actions and Next StepsUpdatedMarch 2, 2026
9.3Discharge to Assess
- 9.3.1Discharge to Assess (Home First)June 20, 2024
- 9.3.2Monitoring Urgent or Interim Support and ServicesUpdatedMarch 2, 2026
9.4Establishing Needs
- 9.4.1Introduction, Legal Requirements and ToolsUpdatedMarch 2, 2026
- 9.4.2Preparing to Establish NeedsUpdatedMarch 2, 2026
- 9.4.3The Skilled ConversationUpdatedMarch 2, 2026
- 9.4.4Agreeing Needs and Making a Formal RecordUpdatedMarch 2, 2026
- 9.4.5Understanding and Applying Eligibility CriteriaUpdatedMarch 2, 2026
- 9.4.6Communicating the Outcome and Next StepsUpdatedMarch 2, 2026
9.5Meeting Needs
- 9.5.1Establishing Ordinary ResidenceUpdatedMarch 2, 2026
- 9.5.2Requesting a Financial AssessmentUpdatedMarch 2, 2026
- 9.5.3Setting an Indicative BudgetUpdatedMarch 2, 2026
- 9.5.4Care and Support PlanningUpdatedMarch 2, 2026
- 9.5.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetUpdatedMarch 2, 2026
- 9.5.6Arranging Support and ServicesUpdatedMarch 2, 2026
9.6Reviewing Support and Services
- 9.6.1Legal Requirements of a Care and Support Plan Review and ToolsUpdatedMarch 2, 2026
- 9.6.2Preparing to Carry out a Care and Support Plan ReviewUpdatedMarch 2, 2026
- 9.6.3The Review ConversationUpdatedMarch 2, 2026
- 9.6.4Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordUpdatedMarch 2, 2026
- 9.6.5Actions Following a Care and Support Plan ReviewUpdatedMarch 2, 2026
- 9.6.6Reviewing a Direct Payment
10.1Using these Procedures
- 10.1.1Using these Procedures (Mental Health Social Work Teams)UpdatedMarch 2, 2026
10.2Contact and Referral
- 10.2.1Receiving a Contact or ReferralUpdatedMarch 2, 2026
- 10.2.2Deciding the Outcome of a Contact or ReferralUpdatedMarch 2, 2026
- 10.2.3Actions and Next StepsUpdatedMarch 2, 2026
10.3Establishing Needs
- 10.3.1Introduction, Legal Requirements and ToolsUpdatedMarch 2, 2026
- 10.3.2Preparing to Establish NeedsUpdatedMarch 2, 2026
- 10.3.3The Skilled ConversationUpdatedMarch 2, 2026
- 10.3.4Agreeing Needs and Making a Formal RecordUpdatedMarch 2, 2026
- 10.3.5Understanding and Applying Eligibility CriteriaUpdatedMarch 2, 2026
- 10.3.6Communicating the Outcome and Next StepsUpdatedMarch 2, 2026
10.4Meeting Needs
- 10.4.1Establishing Ordinary ResidenceUpdatedMarch 2, 2026
- 10.4.2Requesting a Financial AssessmentUpdatedMarch 2, 2026
- 10.4.3Setting an Indicative BudgetUpdatedMarch 2, 2026
- 10.4.4Care and Support PlanningUpdatedMarch 2, 2026
- 10.4.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetUpdatedMarch 2, 2026
- 10.4.6Arranging Support and ServicesUpdatedMarch 2, 2026
10.5Reviewing Support and Services
- 10.5.1Legal Requirements of a Care and Support Plan Review and ToolsUpdatedMarch 2, 2026
- 10.5.2Preparing to Carry out a Care and Support Plan ReviewUpdatedMarch 2, 2026
- 10.5.3The Review ConversationUpdatedMarch 2, 2026
- 10.5.4Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordUpdatedMarch 2, 2026
- 10.5.5Actions Following a Care and Support Plan ReviewUpdatedMarch 2, 2026
- 10.5.6Monitoring Urgent or Interim Support and ServicesUpdatedMarch 2, 2026
- 10.5.7Reviewing a Direct Payment
10.6Functions under the Mental Health Act
- 10.6.1Understanding the Mental Health Act 1983June 20, 2025
- 10.6.2Community Mental Health FrameworkDecember 18, 2023
- 10.6.3Social Circumstances ReportJune 20, 2024
- 10.6.4Section 117 AftercareJune 20, 2024
11.Emergency Duty Team (EDT)
- 11.0.1About the Team (EDT)UpdatedMarch 2, 2026
12.AMHP Procedure and the AMHP Service
- 12.0.1AMHP Procedure and the AMHP ServiceUpdatedMarch 2, 2026
13.1About the Service
- 13.1.1About the Service (Learning Disability and Autism Service)UpdatedMarch 2, 2026
13.2Contact and Referral
- 13.2.1Receiving a Contact or ReferralUpdatedMarch 2, 2026
- 13.2.2Deciding the Outcome of a Contact or ReferralUpdatedMarch 2, 2026
- 13.2.3Actions and Next StepsUpdatedMarch 2, 2026
13.3Establishing Needs
- 13.3.1Introduction, Legal Requirements and ToolsUpdatedMarch 2, 2026
- 13.3.2Preparing to Establish NeedsUpdatedMarch 2, 2026
- 13.3.3The Skilled ConversationUpdatedMarch 2, 2026
- 13.3.4Agreeing Needs and Making a Formal RecordUpdatedMarch 2, 2026
- 13.3.5Understanding and Applying Eligibility CriteriaUpdatedMarch 2, 2026
- 13.3.6Communicating the Outcome and Next StepsUpdatedMarch 2, 2026
13.4Meeting Needs
- 13.4.1Establishing Ordinary ResidenceUpdatedMarch 2, 2026
- 13.4.2Requesting a Financial AssessmentUpdatedMarch 2, 2026
- 13.4.3Setting an Indicative BudgetUpdatedMarch 2, 2026
- 13.4.4Care and Support PlanningUpdatedMarch 2, 2026
- 13.4.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetUpdatedMarch 2, 2026
- 13.4.6Arranging Support and ServicesUpdatedMarch 2, 2026
13.5Reviewing Support and Services
- 13.5.1Legal Requirements of a Care and Support Plan Review and ToolsUpdatedMarch 2, 2026
- 13.5.2Preparing to Carry out a Care and Support Plan ReviewUpdatedMarch 2, 2026
- 13.5.3The Review ConversationUpdatedMarch 2, 2026
- 13.5.4Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordUpdatedMarch 2, 2026
- 13.5.5Actions Following a Care and Support Plan ReviewUpdatedMarch 2, 2026
- 13.5.6Monitoring Urgent or Interim Support and ServicesUpdatedMarch 2, 2026
- 13.5.7Reviewing a Direct Payment
14.1About the Service
- 14.1.1The Transition TeamUpdatedMarch 2, 2026
14.3Deciding Whether to Start Transition
- 14.3.1Deciding Whether to Start TransitionJune 20, 2023
- 14.3.2Deciding Whether to Start Carers TransitionNovember 3, 2021
- 14.3.3Recording the Decision and Next StepsNovember 3, 2021
14.4Child's Needs Assessment
- 14.4.1Introduction, Legal Requirements and Tools (Child's Needs Assessment)June 20, 2024
- 14.4.2Preparing to Establish Needs (Child's Needs Assessment)June 20, 2024
- 14.4.3The Skilled Conversation (Child's Needs Assessment)March 2, 2026
- 14.4.4Agreeing Needs, Making a Formal Record and Next Steps (Child's Needs Assessment)December 18, 2023
14.5Carer's Transition Assessments
- 14.5.1Introduction, Legal Requirements and Tools (Carer's Transition)June 20, 2024
- 14.5.2Preparing to Establish the Needs of Parent CarersJune 20, 2024
- 14.5.3Preparing to Establish the Needs of Young CarersJune 20, 2024
- 14.5.4The Skilled Conversation (Parent Carers)September 27, 2021
- 14.5.5The Skilled Conversation (Young Carers)March 2, 2026
- 14.5.6Agreeing Needs, Making a Formal Record and Next Steps (Carer's Transition)June 20, 2024
14.6Transition Planning and Review
- 14.6.1Setting an Indicative Budget (Transition to Adult Care and Support)November 9, 2021
- 14.6.2The Transition PlanJune 20, 2024
- 14.6.3Reviewing a Transition PlanJune 20, 2024
- 14.6.4Reviewing an Education, Health and Care Plan (from 18 years)March 2, 2026
14.7Contacts from Adults
- 14.7.1Receiving a ContactJune 20, 2023
- 14.7.2Deciding the Outcome of a ContactMarch 2, 2026
- 14.7.3Actions and Next StepsUpdatedMarch 2, 2026
14.8Establishing Needs (Adults)
- 14.8.1Introduction, Legal Requirements and ToolsUpdatedMarch 2, 2026
- 14.8.2Preparing to Establish NeedsUpdatedMarch 2, 2026
- 14.8.3The Skilled ConversationUpdatedMarch 2, 2026
- 14.8.4Agreeing Needs and Making a Formal RecordUpdatedMarch 2, 2026
- 14.8.5Understanding and Applying Eligibility CriteriaUpdatedMarch 2, 2026
- 14.8.6Communicating the Outcome and Next StepsUpdatedMarch 2, 2026
14.9Meeting Needs (Adults)
- 14.9.1Requesting a Financial AssessmentUpdatedMarch 2, 2026
- 14.9.2Setting an Indicative BudgetUpdatedMarch 2, 2026
- 14.9.3Care and Support PlanningUpdatedMarch 2, 2026
- 14.9.4Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetUpdatedMarch 2, 2026
- 14.9.5Arranging Support and ServicesUpdatedMarch 2, 2026
14.10Reviewing Support and Services (Adults)
- 14.10.1Legal Requirements of a Care and Support Plan Review and ToolsUpdatedMarch 2, 2026
- 14.10.2Preparing to Carry out a Care and Support Plan ReviewUpdatedMarch 2, 2026
- 14.10.3The Review ConversationUpdatedMarch 2, 2026
- 14.10.4Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordUpdatedMarch 2, 2026
- 14.10.5Monitoring Urgent or Interim Support and ServicesUpdatedMarch 2, 2026
- 14.10.6Reviewing a Direct Payment
15.1Contact and Referral
- 15.1.1Receiving a Contact or ReferralUpdatedMarch 2, 2026
- 15.1.2Deciding the Outcome of a Contact or Referral (Carers)March 2, 2026
- 15.1.3Actions and Next Steps (Carers)UpdatedMarch 2, 2026
15.2Establishing Needs
- 15.2.1Introduction, Legal Requirements and Tools (Carers)June 20, 2024
- 15.2.2Preparing to Establish Needs (Carers)June 20, 2024
- 15.2.3The Skilled Conversation (Carers)March 2, 2026
- 15.2.4Agreeing Needs and Making a Formal Record (Carers)April 12, 2022
- 15.2.5Understanding and Applying Eligibility Criteria (Carers)March 2, 2026
- 15.2.6Communicating the Outcome and Next Steps (Carers)March 2, 2026
15.3Meeting Needs
- 15.3.1Establishing Ordinary ResidenceUpdatedMarch 2, 2026
- 15.3.2Requesting a Financial AssessmentUpdatedMarch 2, 2026
- 15.3.3Setting an Indicative BudgetUpdatedMarch 2, 2026
- 15.3.4Support PlanningMarch 2, 2026
- 15.3.5Signing off a Support Plan and Agreeing a Final Personal BudgetUpdatedMarch 2, 2026
- 15.3.6Arranging Support and ServicesUpdatedMarch 2, 2026
15.4Reviewing Support and Services
- 15.4.1Legal Requirements of a Support Plan Review and ToolsDecember 18, 2024
- 15.4.2Preparing to Carry out a Support Plan ReviewJune 20, 2024
- 15.4.3The Review Conversation (Carers)UpdatedMarch 2, 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 ReviewMarch 2, 2026
- 15.4.6Monitoring Urgent or Interim Support and ServicesUpdatedMarch 2, 2026
- 15.4.7Reviewing a Direct Payment
16.Reablement
16.1Using these Procedures
- 16.1.1Using these Procedures (Reablement)UpdatedApril 1, 2026
16.2Contact and Referral
- 16.2.1Receiving a Contact or ReferralUpdatedMarch 2, 2026
- 16.2.2Deciding the Outcome of a Contact or Referral (Reablement)March 2, 2026
- 16.2.3Actions and Next StepsUpdatedMarch 2, 2026
16.3Establishing Needs
- 16.3.1Introduction, Purpose and Tools (Reablement)June 20, 2024
- 16.3.2Preparing to Establish Needs (Reablement)March 2, 2026
- 16.3.3The Skilled Conversation (Reablement)March 2, 2026
- 16.3.4Agreeing Needs, Making a Formal Record and Next Steps (Reablement)April 12, 2022
16.4Meeting Needs
- 16.4.1The Reablement PlanMarch 2, 2026
- 16.4.2Arranging the Reablement ServiceJune 20, 2024
16.5Monitoring and Reviewing Reablement
- 16.5.1Monitoring ReablementJune 20, 2024
- 16.5.2Monitoring Actions (Reablement)March 2, 2026
- 16.5.3The Reablement ReviewJune 20, 2025
- 16.5.4Deciding the Outcome of a Reablement Review and Making a Formal RecordJune 20, 2023
- 16.5.5Actions Following a Reablement ReviewMarch 2, 2026
17.Prisons
17.1The Prison Social Care Team
- 17.1.1About the Service (Prison Social Care Team)UpdatedMarch 2, 2026
17.2Prisons and Approved Premises
- 17.2.1Prisons and Approved PremisesJune 20, 2025
17.3Establishing Needs
- 17.3.1Introduction, Legal Requirements and ToolsUpdatedMarch 2, 2026
- 17.3.2Preparing to Establish NeedsUpdatedMarch 2, 2026
- 17.3.3The Skilled ConversationUpdatedMarch 2, 2026
- 17.3.4Agreeing Needs and Making a Formal RecordUpdatedMarch 2, 2026
- 17.3.5Understanding and Applying Eligibility CriteriaUpdatedMarch 2, 2026
- 17.3.6Communicating the Outcome and Next StepsUpdatedMarch 2, 2026
17.4Meeting Needs
- 17.4.1Establishing Ordinary ResidenceUpdatedMarch 2, 2026
- 17.4.2Requesting a Financial AssessmentUpdatedMarch 2, 2026
- 17.4.3Setting an Indicative BudgetUpdatedMarch 2, 2026
- 17.4.4Care and Support PlanningUpdatedMarch 2, 2026
- 17.4.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetUpdatedMarch 2, 2026
- 17.4.6Arranging Support and ServicesUpdatedMarch 2, 2026
17.5Reviewing Support and Services
- 17.5.1Legal Requirements of a Care and Support Plan Review and ToolsUpdatedMarch 2, 2026
- 17.5.2Preparing to Carry out a Care and Support Plan ReviewUpdatedMarch 2, 2026
- 17.5.3The Review ConversationUpdatedMarch 2, 2026
- 17.5.4Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordUpdatedMarch 2, 2026
- 17.5.5Actions Following a Care and Support Plan ReviewUpdatedMarch 2, 2026
- 17.5.6Monitoring Urgent or Interim Support and ServicesUpdatedMarch 2, 2026
18.Continuing Care Team
- 18.0.1About the Continuing Care TeamDecember 18, 2023
- 18.0.2NHS Continuing Healthcare ProcedureUpdatedMarch 2, 2026
- 18.0.3NHS-funded Nursing Care Procedure (FNC)June 20, 2024
- 18.0.4Joint Packages of Health and Social CareDecember 18, 2024
19.Community Information Officer Service
- 19.0.1Using these Procedures (Community Information Officer Service)UpdatedMarch 2, 2026
20.Specialist Procedures
- 20.0.1Deputyship and Financial AffairsJune 20, 2025
- 20.0.2Debt Respite Scheme (Breathing Spaces) ProcedureMarch 2, 2026
- 20.0.3Housing and HomelessnessJune 20, 2025
- 20.0.4Minor Adaptations and Low Level EquipmentMarch 2, 2026
- 20.0.5Joint Packages of Health and Social CareDecember 18, 2024
- 20.0.6NHS Continuing Healthcare ProcedureUpdatedMarch 2, 2026
- 20.0.7NHS-funded Nursing Care Procedure (FNC)June 20, 2024
- 20.0.8End of Life Procedures and Practice GuidanceJune 20, 2025
- 20.0.9Legal ServicesNovember 22, 2021
- 20.0.10Ordinary Residence ProcedureDecember 18, 2023
- 20.0.11Continuity of Care ArrangementsJune 20, 2024
- 20.0.12Cross Border PlacementsJune 20, 2024
- 20.0.13Protecting Moveable PropertyJune 20, 2025
- 20.0.14Service Interruptions and Provider FailureJune 20, 2024
- 20.0.15No Recourse to Public Funds (NRPF)UpdatedMarch 2, 2026
- 20.0.16Prisons and Approved PremisesJune 20, 2025
- 20.0.17Acting as an Appropriate AdultUpdatedMarch 2, 2026
- 20.0.18Working Effectively with Parents and Children’s ServicesUpdatedMarch 2, 2026
Last Updated: March 2, 2026
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