Skip to content
Contents
Quick Links:
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
13.
14.
15.
16.
17.
18.
19.
20.
3.Safeguarding Adults
- 3.0.1Safeguarding AdultsDecember 18, 2023
4.Deprivation of Liberty and the DoLS Team
- 4.0.1Deprivation of Liberty Safeguards ProcedureJune 20, 2025
- 4.0.2Recognising and Responding to Deprivations of LibertyJune 20, 2025
- 4.0.3The DoLS TeamJune 22, 2023
5.Universal Procedures (used by all teams)
- 5.0.1Equality, Diversity and Human RightsJune 20, 2025
- 5.0.2Recording and Keeping RecordsJune 20, 2025
- 5.0.3Providing Information about a Person or CarerUpdatedJune 20, 2025
- 5.0.4Financial AssessmentJune 20, 2024
- 5.0.5Commissioning and Brokerage ProceduresJune 20, 2023
- 5.0.6Direct PaymentsUpdatedJune 20, 2025
- 5.0.7Technology Enabled CareJune 20, 2023
- 5.0.8Risk AssessmentUpdatedJune 20, 2025
- 5.0.9Co-productionUpdatedJune 20, 2025
- 5.0.10Lone WorkingJune 20, 2023
- 5.0.11Joint WorkNovember 3, 2021
- 5.0.12Social Media (use of)June 20, 2024
- 5.0.13Storage of Data on Practitioners' Mobile DevicesSeptember 16, 2021
- 5.0.14Interpreter and Translation ServicesUpdatedJune 20, 2025
- 5.0.15Death of a Person or CarerDecember 18, 2024
6.ASC Information and Advice Service
- 6.0.1Receiving a Contact or ReferralUpdatedJune 20, 2025
- 6.0.2Deciding the Outcome of a Contact or Referral (ASC Information and Advice Service)December 18, 2024
- 6.0.3Actions and Next StepsUpdatedJune 20, 2025
- 6.0.4Monitoring Urgent or Interim Support and ServicesJune 20, 2024
7.1Using these Procedures
- 7.1.1Using these Procedures (Locality Teams)June 20, 2023
7.2Contact and Referral
- 7.2.1Receiving a Contact or ReferralUpdatedJune 20, 2025
- 7.2.2Deciding the Outcome of a Contact or ReferralDecember 18, 2024
- 7.2.3Actions and Next StepsUpdatedJune 20, 2025
7.3Establishing Needs
- 7.3.1Introduction, Legal Requirements and ToolsJune 20, 2024
- 7.3.2Preparing to Establish NeedsJune 20, 2025
- 7.3.3The Skilled ConversationDecember 18, 2024
- 7.3.4Agreeing Needs and Making a Formal RecordJune 20, 2023
- 7.3.5Understanding and Applying Eligibility CriteriaJune 20, 2025
- 7.3.6Communicating the Outcome and Next StepsDecember 18, 2023
7.4Meeting Needs
- 7.4.1Establishing Ordinary ResidenceJune 20, 2025
- 7.4.2Requesting a Financial AssessmentJune 20, 2024
- 7.4.3Setting an Indicative BudgetDecember 18, 2024
- 7.4.4Care and Support PlanningUpdatedJune 20, 2025
- 7.4.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetDecember 18, 2024
- 7.4.6Arranging Support and ServicesJune 20, 2025
7.5Reviewing Support and Services
- 7.5.1Legal Requirements of a Care and Support Plan Review and ToolsDecember 18, 2024
- 7.5.2Preparing to Carry out a Care and Support Plan ReviewJune 20, 2025
- 7.5.3The Full Review ConversationDecember 18, 2024
- 7.5.4The Light Touch Review ConversationDecember 18, 2024
- 7.5.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordJune 20, 2024
- 7.5.6Actions Following a Care and Support Plan ReviewJune 20, 2024
- 7.5.7Monitoring Urgent or Interim Support and ServicesJune 20, 2024
- 7.5.8Reviewing a Direct Payment
8.1Using these Procedures
- 8.1.1Using these Procedures (Locality Teams)June 20, 2023
8.2Contact and Referral
- 8.2.1Receiving a Contact or ReferralUpdatedJune 20, 2025
- 8.2.2Deciding the Outcome of a Contact or Referral (Occupational Therapy)June 20, 2025
- 8.2.3Actions and Next StepsUpdatedJune 20, 2025
8.3Establishing Needs
- 8.3.1Introduction, Legal Requirements and Tools (Occupational Therapy)June 20, 2024
- 8.3.2Preparing to Establish Needs (Occupational Therapy)June 20, 2025
- 8.3.3The Skilled Conversation (Occupational Therapy)December 18, 2024
- 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)June 20, 2025
- 8.3.7Communicating the Outcome and Next Steps (Occupational Therapy)June 20, 2024
8.4Meeting Needs
- 8.4.1Establishing Ordinary Residence (Occupational Therapy)September 28, 2021
- 8.4.2Requesting a Financial AssessmentJune 20, 2024
- 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 ReviewNovember 3, 2021
9.1Using these Procedures
- 9.1.1Using these Procedures (Hospital Teams)June 20, 2023
9.2Contact and Referral
- 9.2.1Receiving a Contact or ReferralUpdatedJune 20, 2025
- 9.2.2Deciding the Outcome of a Contact or Referral (Hospital Teams)December 18, 2024
- 9.2.3Actions and Next StepsUpdatedJune 20, 2025
9.3Discharge to Assess
- 9.3.1Discharge to Assess (Home First)June 20, 2024
- 9.3.2Monitoring Urgent or Interim Support and ServicesJune 20, 2024
9.4Establishing Needs
- 9.4.1Introduction, Legal Requirements and ToolsJune 20, 2024
- 9.4.2Preparing to Establish NeedsJune 20, 2025
- 9.4.3The Skilled ConversationDecember 18, 2024
- 9.4.4Agreeing Needs and Making a Formal RecordJune 20, 2023
- 9.4.5Understanding and Applying Eligibility CriteriaJune 20, 2025
- 9.4.6Communicating the Outcome and Next StepsDecember 18, 2023
9.5Meeting Needs
- 9.5.1Establishing Ordinary ResidenceJune 20, 2025
- 9.5.2Requesting a Financial AssessmentJune 20, 2024
- 9.5.3Setting an Indicative BudgetDecember 18, 2024
- 9.5.4Care and Support PlanningUpdatedJune 20, 2025
- 9.5.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetDecember 18, 2024
- 9.5.6Arranging Support and ServicesJune 20, 2025
9.6Reviewing Support and Services
- 9.6.1Legal Requirements of a Care and Support Plan Review and ToolsDecember 18, 2024
- 9.6.2Preparing to Carry out a Care and Support Plan ReviewJune 20, 2025
- 9.6.3The Full Review ConversationDecember 18, 2024
- 9.6.4The Light Touch Review ConversationDecember 18, 2024
- 9.6.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordJune 20, 2024
- 9.6.6Actions Following a Care and Support Plan ReviewJune 20, 2024
- 9.6.7Reviewing a Direct Payment
10.1Using these Procedures
- 10.1.1Using these Procedures (Mental Health Social Work Teams)June 20, 2024
10.2Contact and Referral
- 10.2.1Receiving a Contact or ReferralUpdatedJune 20, 2025
- 10.2.2Deciding the Outcome of a Contact or ReferralDecember 18, 2024
- 10.2.3Actions and Next StepsUpdatedJune 20, 2025
10.3Establishing Needs
- 10.3.1Introduction, Legal Requirements and ToolsJune 20, 2024
- 10.3.2Preparing to Establish NeedsJune 20, 2025
- 10.3.3The Skilled ConversationDecember 18, 2024
- 10.3.4Agreeing Needs and Making a Formal RecordJune 20, 2023
- 10.3.5Understanding and Applying Eligibility CriteriaJune 20, 2025
- 10.3.6Communicating the Outcome and Next StepsDecember 18, 2023
10.4Meeting Needs
- 10.4.1Establishing Ordinary ResidenceJune 20, 2025
- 10.4.2Requesting a Financial AssessmentJune 20, 2024
- 10.4.3Setting an Indicative BudgetDecember 18, 2024
- 10.4.4Care and Support PlanningUpdatedJune 20, 2025
- 10.4.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetDecember 18, 2024
- 10.4.6Arranging Support and ServicesJune 20, 2025
10.5Reviewing Support and Services
- 10.5.1Legal Requirements of a Care and Support Plan Review and ToolsDecember 18, 2024
- 10.5.2Preparing to Carry out a Care and Support Plan ReviewJune 20, 2025
- 10.5.3The Full Review ConversationDecember 18, 2024
- 10.5.4The Light Touch Review ConversationDecember 18, 2024
- 10.5.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordJune 20, 2024
- 10.5.6Actions Following a Care and Support Plan ReviewJune 20, 2024
- 10.5.7Monitoring Urgent or Interim Support and ServicesJune 20, 2024
- 10.5.8Reviewing 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)December 18, 2023
12.AMHP Procedure and the AMHP Service
- 12.0.1AMHP Procedure and the AMHP ServiceDecember 18, 2024
13.1About the Service
- 13.1.1About the Service (Learning Disability and Autism Service)June 20, 2023
13.2Contact and Referral
- 13.2.1Receiving a Contact or ReferralUpdatedJune 20, 2025
- 13.2.2Deciding the Outcome of a Contact or ReferralDecember 18, 2024
- 13.2.3Actions and Next StepsUpdatedJune 20, 2025
13.3Establishing Needs
- 13.3.1Introduction, Legal Requirements and ToolsJune 20, 2024
- 13.3.2Preparing to Establish NeedsJune 20, 2025
- 13.3.3The Skilled ConversationDecember 18, 2024
- 13.3.4Agreeing Needs and Making a Formal RecordJune 20, 2023
- 13.3.5Understanding and Applying Eligibility CriteriaJune 20, 2025
- 13.3.6Communicating the Outcome and Next StepsDecember 18, 2023
13.4Meeting Needs
- 13.4.1Establishing Ordinary ResidenceJune 20, 2025
- 13.4.2Requesting a Financial AssessmentJune 20, 2024
- 13.4.3Setting an Indicative BudgetDecember 18, 2024
- 13.4.4Care and Support PlanningUpdatedJune 20, 2025
- 13.4.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetDecember 18, 2024
- 13.4.6Arranging Support and ServicesJune 20, 2025
13.5Reviewing Support and Services
- 13.5.1Legal Requirements of a Care and Support Plan Review and ToolsDecember 18, 2024
- 13.5.2Preparing to Carry out a Care and Support Plan ReviewJune 20, 2025
- 13.5.3The Full Review ConversationDecember 18, 2024
- 13.5.4The Light Touch Review ConversationDecember 18, 2024
- 13.5.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordJune 20, 2024
- 13.5.6Actions Following a Care and Support Plan ReviewJune 20, 2024
- 13.5.7Monitoring Urgent or Interim Support and ServicesJune 20, 2024
- 13.5.8Reviewing a Direct Payment
14.1About the Service
- 14.1.1About the Service (The Transition Team)June 20, 2023
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)December 18, 2024
- 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)December 18, 2024
- 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)July 22, 2022
14.7Contacts from Adults
- 14.7.1Receiving a ContactJune 20, 2023
- 14.7.2Deciding the Outcome of a ContactDecember 18, 2024
- 14.7.3Actions and Next StepsUpdatedJune 20, 2025
14.8Establishing Needs (Adults)
- 14.8.1Introduction, Legal Requirements and ToolsJune 20, 2024
- 14.8.2Preparing to Establish NeedsJune 20, 2025
- 14.8.3The Skilled ConversationDecember 18, 2024
- 14.8.4Agreeing Needs and Making a Formal RecordJune 20, 2023
- 14.8.5Understanding and Applying Eligibility CriteriaJune 20, 2025
- 14.8.6Communicating the Outcome and Next StepsDecember 18, 2023
14.9Meeting Needs (Adults)
- 14.9.1Requesting a Financial AssessmentJune 20, 2024
- 14.9.2Setting an Indicative BudgetDecember 18, 2024
- 14.9.3Care and Support PlanningUpdatedJune 20, 2025
- 14.9.4Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetDecember 18, 2024
- 14.9.5Arranging Support and ServicesJune 20, 2025
14.10Reviewing Support and Services (Adults)
- 14.10.1Legal Requirements of a Care and Support Plan Review and ToolsDecember 18, 2024
- 14.10.2Preparing to Carry out a Care and Support Plan ReviewJune 20, 2025
- 14.10.3The Full Review ConversationDecember 18, 2024
- 14.10.4The Light Touch Review ConversationDecember 18, 2024
- 14.10.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordJune 20, 2024
- 14.10.6Monitoring Urgent or Interim Support and ServicesJune 20, 2024
- 14.10.7Reviewing a Direct Payment
15.1Contact and Referral
- 15.1.1Receiving a Contact or ReferralUpdatedJune 20, 2025
- 15.1.2Deciding the Outcome of a Contact or Referral (Carers)December 18, 2024
- 15.1.3Actions and Next Steps (Carers)UpdatedJune 20, 2025
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)December 18, 2024
- 15.2.4Agreeing Needs and Making a Formal Record (Carers)April 12, 2022
- 15.2.5Understanding and Applying Eligibility Criteria (Carers)June 20, 2024
- 15.2.6Communicating the Outcome and Next Steps (Carers)December 18, 2023
15.3Meeting Needs
- 15.3.1Establishing Ordinary ResidenceJune 20, 2025
- 15.3.2Requesting a Financial AssessmentJune 20, 2024
- 15.3.3Setting an Indicative BudgetDecember 18, 2024
- 15.3.4Support PlanningDecember 18, 2024
- 15.3.5Signing off a Support Plan and Agreeing a Final Personal BudgetDecember 18, 2024
- 15.3.6Arranging Support and ServicesJune 20, 2025
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 Full Review Conversation (Carers)December 18, 2024
- 15.4.4The Light Touch Review Conversation (Carers)December 18, 2024
- 15.4.5Deciding the Outcome of a Support Plan Review and Making a Formal RecordNovember 3, 2021
- 15.4.6Actions Following a Support Plan ReviewJune 20, 2024
- 15.4.7Monitoring Urgent or Interim Support and ServicesJune 20, 2024
- 15.4.8Reviewing a Direct Payment
16.Reablement
16.1Using these Procedures
- 16.1.1Using these Procedures (Reablement)December 18, 2023
16.2Contact and Referral
- 16.2.1Receiving a Contact or ReferralUpdatedJune 20, 2025
- 16.2.2Deciding the Outcome of a Contact or Referral (Reablement)December 18, 2024
- 16.2.3Actions and Next StepsUpdatedJune 20, 2025
16.3Establishing Needs
- 16.3.1Introduction, Purpose and Tools (Reablement)June 20, 2024
- 16.3.2Preparing to Establish Needs (Reablement)June 20, 2025
- 16.3.3The Skilled Conversation (Reablement)December 18, 2024
- 16.3.4Agreeing Needs, Making a Formal Record and Next Steps (Reablement)April 12, 2022
16.4Meeting Needs
- 16.4.1The Reablement PlanJune 20, 2024
- 16.4.2Arranging the Reablement ServiceJune 20, 2024
16.5Monitoring and Reviewing Reablement
- 16.5.1Monitoring ReablementJune 20, 2024
- 16.5.2Monitoring Actions (Reablement)June 20, 2023
- 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 ReviewDecember 18, 2024
17.Prisons
17.1The Prison Social Care Team
- 17.1.1About the Service (Prison Social Care Team)June 22, 2023
17.2Prisons and Approved Premises
- 17.2.1Prisons and Approved PremisesUpdatedJune 20, 2025
17.3Establishing Needs
- 17.3.1Introduction, Legal Requirements and ToolsJune 20, 2024
- 17.3.2Preparing to Establish NeedsJune 20, 2025
- 17.3.3The Skilled ConversationDecember 18, 2024
- 17.3.4Agreeing Needs and Making a Formal RecordJune 20, 2023
- 17.3.5Understanding and Applying Eligibility CriteriaJune 20, 2025
- 17.3.6Communicating the Outcome and Next StepsDecember 18, 2023
17.4Meeting Needs
- 17.4.1Establishing Ordinary ResidenceJune 20, 2025
- 17.4.2Requesting a Financial AssessmentJune 20, 2024
- 17.4.3Setting an Indicative BudgetDecember 18, 2024
- 17.4.4Care and Support PlanningUpdatedJune 20, 2025
- 17.4.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetDecember 18, 2024
- 17.4.6Arranging Support and ServicesJune 20, 2025
17.5Reviewing Support and Services
- 17.5.1Legal Requirements of a Care and Support Plan Review and ToolsDecember 18, 2024
- 17.5.2Preparing to Carry out a Care and Support Plan ReviewJune 20, 2025
- 17.5.3The Full Review ConversationDecember 18, 2024
- 17.5.4The Light Touch Review ConversationDecember 18, 2024
- 17.5.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordJune 20, 2024
- 17.5.6Actions Following a Care and Support Plan ReviewJune 20, 2024
- 17.5.7Monitoring Urgent or Interim Support and ServicesJune 20, 2024
18.Continuing Care Team
- 18.0.1About the Continuing Care TeamDecember 18, 2023
- 18.0.2NHS Continuing Healthcare ProcedureDecember 18, 2024
- 18.0.3NHS-funded Nursing Care Procedure (FNC)June 20, 2024
- 18.0.4Joint Packages of Health and Social CareDecember 18, 2024
20.Specialist Procedures
- 20.0.1Deputyship and Financial AffairsJune 20, 2025
- 20.0.2Debt Respite Scheme (Breathing Spaces) ProcedureDecember 18, 2024
- 20.0.3Housing and HomelessnessUpdatedJune 20, 2025
- 20.0.4Minor Adaptations and Low Level EquipmentJune 20, 2024
- 20.0.5Joint Packages of Health and Social CareDecember 18, 2024
- 20.0.6NHS Continuing Healthcare ProcedureDecember 18, 2024
- 20.0.7NHS-funded Nursing Care Procedure (FNC)June 20, 2024
- 20.0.8End of Life Procedures and Practice GuidanceUpdatedJune 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 PropertyUpdatedJune 20, 2025
- 20.0.14Service Interruptions and Provider FailureJune 20, 2024
- 20.0.15No Recourse to Public Funds (NRPF)UpdatedJune 20, 2025
- 20.0.16Prisons and Approved PremisesUpdatedJune 20, 2025
- 20.0.17Acting as an Appropriate AdultDecember 18, 2023
Last Updated: June 20, 2025
v275