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3.Safeguarding Adults
- 3.0.1Safeguarding AdultsAugust 15, 2025
4.Deprivation of Liberty
- 4.0.1Deprivation of Liberty Safeguards ProcedureFebruary 10, 2026
- 4.0.2Recognising and Responding to Deprivations of LibertyAugust 15, 2025
5.Universal Procedures (used by all teams)
- 5.0.1Equality, Diversity and Human RightsFebruary 10, 2026
- 5.0.2Recording and Keeping RecordsAugust 15, 2025
- 5.0.3Providing Information about a Person or CarerAugust 15, 2025
- 5.0.4Professional CuriosityUpdatedFebruary 10, 2026
- 5.0.5Financial AssessmentFebruary 10, 2026
- 5.0.6Commissioning and Brokerage ProceduresFebruary 14, 2024
- 5.0.7Direct PaymentsFebruary 10, 2026
- 5.0.8Assistive Technology and TelecareFebruary 10, 2026
- 5.0.9Risk AssessmentAugust 15, 2025
- 5.0.10Lone WorkingApril 13, 2023
- 5.0.11Joint WorkNovember 3, 2021
- 5.0.12Co-productionFebruary 10, 2026
- 5.0.13Social Media (use of)February 10, 2026
- 5.0.14Storage of Data on Practitioners' Mobile DevicesFebruary 10, 2026
- 5.0.15Interpreter and Translation ServicesAugust 15, 2025
- 5.0.16Death of a Person or CarerFebruary 14, 2025
6.Specialist Procedures
- 6.0.1Individual Service FundsFebruary 14, 2024
- 6.0.2Deputyship and Financial AffairsFebruary 14, 2025
- 6.0.3Debt Respite Scheme (Breathing Spaces) ProcedureFebruary 14, 2025
- 6.0.4Housing and HomelessnessAugust 15, 2025
- 6.0.5Minor Works and Low Level EquipmentApril 13, 2023
- 6.0.6Joint Packages of Health and Social CareAugust 15, 2025
- 6.0.7NHS Continuing Healthcare ProcedureAugust 15, 2025
- 6.0.8NHS-funded Nursing Care Procedure (FNC)August 15, 2024
- 6.0.9End of Life Procedures and Practice GuidanceFebruary 14, 2025
- 6.0.10Legal ServicesNovember 22, 2021
- 6.0.11Ordinary Residence ProcedureFebruary 14, 2024
- 6.0.12Continuity of Care ArrangementsAugust 15, 2024
- 6.0.13Cross Border PlacementsAugust 15, 2024
- 6.0.14Protecting Moveable PropertyAugust 15, 2025
- 6.0.15Service Interruptions and Provider FailureAugust 15, 2024
- 6.0.16No Recourse to Public Funds (NRPF)August 15, 2025
- 6.0.17Prisons and Approved PremisesAugust 15, 2025
- 6.0.18Acting as an Appropriate AdultFebruary 10, 2026
- 6.0.19Working Effectively with Parents and Children's ServicesFebruary 10, 2026
7.Duty and Advice
- 7.0.1Receiving a Contact or ReferralAugust 15, 2025
- 7.0.2Deciding the Outcome of a Contact or Referral (Duty and Advice)August 15, 2025
- 7.0.3Actions and Next Steps (Duty and Advice)August 15, 2025
8.1Contact and Referral
- 8.1.1Receiving a Contact or ReferralAugust 15, 2025
- 8.1.2Deciding the Outcome of a Contact or ReferralAugust 15, 2025
- 8.1.3Actions and Next StepsUpdatedFebruary 10, 2026
8.2Establishing Needs
- 8.2.1Introduction, Legal Requirements and ToolsAugust 15, 2024
- 8.2.2Preparing to Establish NeedsFebruary 14, 2025
- 8.2.3The Skilled ConversationAugust 15, 2025
- 8.2.4Agreeing Needs and Making a Formal RecordFebruary 14, 2024
- 8.2.5Establishing Ordinary ResidenceAugust 15, 2025
8.3Establishing Eligibility (where required)
- 8.3.1Understanding and Applying Eligibility CriteriaAugust 15, 2025
- 8.3.2Communicating the Outcome and Next StepsAugust 15, 2025
8.4Care and Support Planning and Arranging Services
- 8.4.1Requesting a Financial AssessmentAugust 15, 2024
- 8.4.2Setting an Indicative BudgetFebruary 14, 2025
- 8.4.3Care and Support PlanningAugust 15, 2025
- 8.4.4Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetUpdatedFebruary 10, 2026
- 8.4.5Arranging Support and ServicesFebruary 14, 2025
8.5Providing Equipment
- 8.5.1Providing EquipmentAugust 15, 2024
9.1Using these Procedures
- 9.1.1Using these ProceduresFebruary 14, 2024
9.2Contact
- 9.2.1Receiving a ContactAugust 15, 2025
9.3Arranging Reablement
- 9.3.1The Reablement PlanAugust 15, 2025
- 9.3.2Arranging the Reablement ServiceAugust 15, 2024
9.4Monitoring and Reviewing Reablement
- 9.4.1Monitoring ReablementFebruary 14, 2024
- 9.4.2Monitoring Actions (Reablement)August 15, 2025
- 9.4.3The Reablement ReviewFebruary 14, 2025
- 9.4.4Deciding the Outcome of a Reablement Review and Making a Formal RecordApril 13, 2023
- 9.4.5Actions Following a Reablement ReviewAugust 15, 2025
10.1Contact and Referral
- 10.1.1Receiving a Contact or ReferralAugust 15, 2025
- 10.1.2Deciding the Outcome of a Contact or Referral (Disability Services Teams)August 15, 2025
- 10.1.3Actions and Next StepsUpdatedFebruary 10, 2026
10.2Establishing Needs
- 10.2.1Introduction, Legal Requirements and Tools (Disability Services Teams)August 15, 2024
- 10.2.2Preparing to Establish Needs (Disability Services Teams)February 10, 2026
- 10.2.3The Skilled Conversation (Disabilities Services Teams)February 10, 2026
- 10.2.4Agreeing Needs, Making a Formal Record and Next Steps (Disability Services Teams)August 15, 2024
- 10.2.5Establishing Likely Eligibility for a Disabled Facilities GrantAugust 15, 2024
- 10.2.6Understanding and Applying Eligibility Criteria (Disability Services Teams)February 10, 2026
- 10.2.7Communicating the Outcome and Next Steps (Disability Services Teams)February 10, 2026
10.3Meeting Needs
- 10.3.1Establishing Ordinary Residence (Disability Services Teams)February 14, 2025
- 10.3.2Requesting a Financial AssessmentAugust 15, 2024
- 10.3.3Applying for a Disabled Facilities GrantFebruary 14, 2024
- 10.3.4The Outcome of the Disabled Facilities Grant Application and Next StepsAugust 15, 2024
- 10.3.5Providing EquipmentAugust 15, 2024
- 10.3.6Equipment in a Care HomeAugust 15, 2024
- 10.3.7Providing Direct SupportAugust 15, 2024
10.4Monitoring and Review
- 10.4.1Monitoring and ReviewFebruary 10, 2026
11.1Contact and Referral
- 11.1.1Receiving a Contact or ReferralAugust 15, 2025
- 11.1.2Deciding the Outcome of a Contact or ReferralAugust 15, 2025
- 11.1.3Actions and Next StepsUpdatedFebruary 10, 2026
11.2Establishing Needs
- 11.2.1Introduction, Legal Requirements and ToolsAugust 15, 2024
- 11.2.2Preparing to Establish NeedsFebruary 14, 2025
- 11.2.3The Skilled ConversationAugust 15, 2025
- 11.2.4Agreeing Needs and Making a Formal RecordFebruary 14, 2024
- 11.2.5Understanding and Applying Eligibility CriteriaAugust 15, 2025
- 11.2.6Communicating the Outcome and Next StepsAugust 15, 2025
11.3Meeting Needs
- 11.3.1Establishing Ordinary ResidenceAugust 15, 2025
- 11.3.2Requesting a Financial AssessmentAugust 15, 2024
- 11.3.3Setting an Indicative BudgetFebruary 14, 2025
- 11.3.4Care and Support PlanningAugust 15, 2025
- 11.3.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetUpdatedFebruary 10, 2026
- 11.3.6Arranging Support and ServicesFebruary 14, 2025
- 11.3.7Monitoring Urgent or Interim Support and ServicesAugust 15, 2024
12.1Contact and Referral
- 12.1.1Receiving a Contact or ReferralAugust 15, 2025
- 12.1.2Deciding the Outcome of a Contact or Referral (Hospital Teams)August 15, 2025
- 12.1.3Actions and Next StepsUpdatedFebruary 10, 2026
12.2Discharge to Assess
- 12.2.1Discharge to Assess (Home First)August 15, 2024
- 12.2.2Monitoring Urgent or Interim Support and ServicesAugust 15, 2024
12.3Establishing Needs
- 12.3.1Introduction, Legal Requirements and ToolsAugust 15, 2024
- 12.3.2Preparing to Establish NeedsFebruary 14, 2025
- 12.3.3The Skilled ConversationAugust 15, 2025
- 12.3.4Agreeing Needs and Making a Formal RecordFebruary 14, 2024
- 12.3.5Understanding and Applying Eligibility CriteriaAugust 15, 2025
- 12.3.6Communicating the Outcome and Next StepsAugust 15, 2025
12.4Meeting Needs
- 12.4.1Establishing Ordinary ResidenceAugust 15, 2025
- 12.4.2Requesting a Financial AssessmentAugust 15, 2024
- 12.4.3Setting an Indicative BudgetFebruary 14, 2025
- 12.4.4Care and Support PlanningAugust 15, 2025
- 12.4.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetUpdatedFebruary 10, 2026
- 12.4.6Arranging Support and ServicesFebruary 14, 2025
12.5Reviewing Support and Services
- 12.5.1Legal Requirements of a Care and Support Plan Review and ToolsFebruary 14, 2025
- 12.5.2Preparing to Carry out a Care and Support Plan ReviewFebruary 14, 2025
- 12.5.3The Review ConversationUpdatedFebruary 10, 2026
- 12.5.4Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordAugust 15, 2024
- 12.5.5Actions Following a Care and Support Plan ReviewAugust 15, 2025
- 12.5.6Reviewing a Direct Payment
13.1Contact and Referral
- 13.1.1Receiving a Contact or ReferralAugust 15, 2025
- 13.1.2Deciding the Outcome of a Contact or ReferralAugust 15, 2025
- 13.1.3Actions and Next StepsUpdatedFebruary 10, 2026
13.2Establishing Needs
- 13.2.1Introduction, Legal Requirements and ToolsAugust 15, 2024
- 13.2.2Preparing to Establish NeedsFebruary 14, 2025
- 13.2.3The Skilled ConversationAugust 15, 2025
- 13.2.4Agreeing Needs and Making a Formal RecordFebruary 14, 2024
- 13.2.5Understanding and Applying Eligibility CriteriaAugust 15, 2025
- 13.2.6Communicating the Outcome and Next StepsAugust 15, 2025
13.3Meeting Needs
- 13.3.1Establishing Ordinary ResidenceAugust 15, 2025
- 13.3.2Requesting a Financial AssessmentAugust 15, 2024
- 13.3.3Setting an Indicative BudgetFebruary 14, 2025
- 13.3.4Care and Support PlanningAugust 15, 2025
- 13.3.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetUpdatedFebruary 10, 2026
- 13.3.6Arranging Support and ServicesFebruary 14, 2025
13.4Reviewing Support and Services
- 13.4.1Legal Requirements of a Care and Support Plan Review and ToolsFebruary 14, 2025
- 13.4.2Preparing to Carry out a Care and Support Plan ReviewFebruary 14, 2025
- 13.4.3The Review ConversationUpdatedFebruary 10, 2026
- 13.4.4Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordAugust 15, 2024
- 13.4.5Actions Following a Care and Support Plan ReviewAugust 15, 2025
- 13.4.6Monitoring Urgent or Interim Support and ServicesAugust 15, 2024
- 13.4.7Reviewing a Direct Payment
14.1About these Procedures
- 14.1.1About these ProceduresFebruary 14, 2024
14.2Contact and Referral
- 14.2.1Receiving a Contact or ReferralAugust 15, 2025
- 14.2.2Deciding the Outcome of a Contact or ReferralAugust 15, 2025
- 14.2.3Actions and Next StepsUpdatedFebruary 10, 2026
14.3Establishing Needs
- 14.3.1Introduction, Legal Requirements and ToolsAugust 15, 2024
- 14.3.2Preparing to Establish NeedsFebruary 14, 2025
- 14.3.3The Skilled ConversationAugust 15, 2025
- 14.3.4Agreeing Needs and Making a Formal RecordFebruary 14, 2024
- 14.3.5Understanding and Applying Eligibility CriteriaAugust 15, 2025
- 14.3.6Communicating the Outcome and Next StepsAugust 15, 2025
14.4Meeting Needs
- 14.4.1Establishing Ordinary ResidenceAugust 15, 2025
- 14.4.2Requesting a Financial AssessmentAugust 15, 2024
- 14.4.3Setting an Indicative BudgetFebruary 14, 2025
- 14.4.4Care and Support PlanningAugust 15, 2025
- 14.4.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetUpdatedFebruary 10, 2026
- 14.4.6Arranging Support and ServicesFebruary 14, 2025
14.5Reviewing Support and Services
- 14.5.1Legal Requirements of a Care and Support Plan Review and ToolsFebruary 14, 2025
- 14.5.2Preparing to Carry out a Care and Support Plan ReviewFebruary 14, 2025
- 14.5.3The Review ConversationUpdatedFebruary 10, 2026
- 14.5.4Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordAugust 15, 2024
- 14.5.5Actions Following a Care and Support Plan ReviewAugust 15, 2025
- 14.5.6Monitoring Urgent or Interim Support and ServicesAugust 15, 2024
- 14.5.7Reviewing a Direct Payment
15.1Contact and Review Requests
- 15.1.1Receiving a Contact or Review RequestApril 12, 2022
- 15.1.2Deciding the Outcome of a Contact or Review RequestAugust 15, 2025
- 15.1.3Actions and Next StepsUpdatedFebruary 10, 2026
15.2Reviewing Support and Services
- 15.2.1Legal Requirements of a Care and Support Plan Review and ToolsFebruary 14, 2025
- 15.2.2Preparing to Carry out a Care and Support Plan ReviewFebruary 14, 2025
- 15.2.3The Review ConversationUpdatedFebruary 10, 2026
- 15.2.4Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordAugust 15, 2024
- 15.2.5Actions Following a Care and Support Plan ReviewAugust 15, 2025
- 15.2.6Monitoring Urgent or Interim Support and ServicesAugust 15, 2024
- 15.2.7Reviewing a Direct Payment
15.3Establishing Needs
- 15.3.1Introduction, Legal Requirements and ToolsAugust 15, 2024
- 15.3.2Preparing to Establish NeedsFebruary 14, 2025
- 15.3.3The Skilled ConversationAugust 15, 2025
- 15.3.4Agreeing Needs and Making a Formal RecordFebruary 14, 2024
- 15.3.5Understanding and Applying Eligibility CriteriaAugust 15, 2025
- 15.3.6Communicating the Outcome and Next StepsAugust 15, 2025
15.4Meeting Needs
- 15.4.1Establishing Ordinary ResidenceAugust 15, 2025
- 15.4.2Requesting a Financial AssessmentAugust 15, 2024
- 15.4.3Setting an Indicative BudgetFebruary 14, 2025
- 15.4.4Care and Support PlanningAugust 15, 2025
- 15.4.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetUpdatedFebruary 10, 2026
- 15.4.6Arranging Support and ServicesFebruary 14, 2025
16.1Contact and Referral
- 16.1.1Receiving a Contact or ReferralAugust 15, 2025
- 16.1.2Deciding the Outcome of a Contact or ReferralAugust 15, 2025
- 16.1.3Actions and Next StepsUpdatedFebruary 10, 2026
16.2Establishing Needs
- 16.2.1Introduction, Legal Requirements and ToolsAugust 15, 2024
- 16.2.2Preparing to Establish NeedsFebruary 14, 2025
- 16.2.3The Skilled ConversationAugust 15, 2025
- 16.2.4Agreeing Needs and Making a Formal RecordFebruary 14, 2024
- 16.2.5Understanding and Applying Eligibility CriteriaAugust 15, 2025
- 16.2.6Communicating the Outcome and Next StepsAugust 15, 2025
16.3Meeting Needs
- 16.3.1Establishing Ordinary ResidenceAugust 15, 2025
- 16.3.2Requesting a Financial AssessmentAugust 15, 2024
- 16.3.3Setting an Indicative BudgetFebruary 14, 2025
- 16.3.4Care and Support PlanningAugust 15, 2025
- 16.3.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetUpdatedFebruary 10, 2026
- 16.3.6Arranging Support and ServicesFebruary 14, 2025
16.4Reviewing Support and Services
- 16.4.1Legal Requirements of a Care and Support Plan Review and ToolsFebruary 14, 2025
- 16.4.2Preparing to Carry out a Care and Support Plan ReviewFebruary 14, 2025
- 16.4.3The Review ConversationUpdatedFebruary 10, 2026
- 16.4.4Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordAugust 15, 2024
- 16.4.5Actions Following a Care and Support Plan ReviewAugust 15, 2025
- 16.4.6Monitoring Urgent or Interim Support and ServicesAugust 15, 2024
- 16.4.7Reviewing a Direct Payment
16.5Functions under the Mental Health Act
- 16.5.1Understanding the Mental Health Act 1983February 14, 2025
- 16.5.2Social Circumstances ReportAugust 15, 2024
- 16.5.3Community Mental Health FrameworkFebruary 14, 2024
17.AMHP Procedure
- 17.0.1AMHP ProcedureFebruary 14, 2025
18.Section 117 & CHC Team
- 18.0.1Section 117 AftercareAugust 15, 2024
- 18.0.2NHS Continuing Healthcare ProcedureAugust 15, 2025
19.2Deciding Whether to Start Transition
- 19.2.1Deciding Whether to Start TransitionAugust 15, 2023
- 19.2.2Deciding Whether to Start Carers TransitionNovember 3, 2021
- 19.2.3Recording the Decision and Next StepsNovember 3, 2021
19.3Child's Needs Assessment
- 19.3.1Introduction, Legal Requirements and Tools (Child's Needs Assessment)August 15, 2024
- 19.3.2Preparing to Establish Needs (Child's Needs Assessment)February 14, 2025
- 19.3.3The Skilled Conversation (Child's Needs Assessment)August 15, 2025
- 19.3.4Agreeing Needs, Making a Formal Record and Next Steps (Child's Needs Assessment)February 14, 2024
19.4Carer's Transition Assessments
- 19.4.1Introduction, Legal Requirements and Tools (Carer's Transition)August 15, 2024
- 19.4.2Preparing to Establish the Needs of Parent CarersAugust 15, 2024
- 19.4.3Preparing to Establish the Needs of Young CarersAugust 15, 2024
- 19.4.4The Skilled Conversation (Parent Carers)September 27, 2021
- 19.4.5The Skilled Conversation (Young Carers)August 15, 2025
- 19.4.6Agreeing Needs, Making a Formal Record and Next Steps (Carer's Transition)August 15, 2024
19.5Transition Planning and Review
- 19.5.1Setting an Indicative Budget (Transition to Adult Care and Support)November 9, 2021
- 19.5.2The Transition PlanFebruary 14, 2024
- 19.5.3Reviewing a Transition PlanAugust 15, 2024
- 19.5.4Reviewing an Education, Health and Care Plan (from 18 years)February 10, 2026
19.6Contacts from Adults
- 19.6.1Receiving a Contact or ReferralAugust 15, 2025
- 19.6.2Deciding the Outcome of a Contact or ReferralAugust 15, 2025
- 19.6.3Actions and Next StepsUpdatedFebruary 10, 2026
19.7Establishing Needs (Adult Care and Support)
- 19.7.1Introduction, Legal Requirements and ToolsAugust 15, 2024
- 19.7.2Preparing to Establish NeedsFebruary 14, 2025
- 19.7.3The Skilled ConversationAugust 15, 2025
- 19.7.4Agreeing Needs and Making a Formal RecordFebruary 14, 2024
- 19.7.5Understanding and Applying Eligibility CriteriaAugust 15, 2025
- 19.7.6Communicating the Outcome and Next StepsAugust 15, 2025
19.8Meeting Needs (Adult Care and Support)
- 19.8.1Requesting a Financial AssessmentAugust 15, 2024
- 19.8.2Setting an Indicative BudgetFebruary 14, 2025
- 19.8.3Care and Support PlanningAugust 15, 2025
- 19.8.4Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetUpdatedFebruary 10, 2026
- 19.8.5Arranging Support and ServicesFebruary 14, 2025
19.9Reviewing Support and Services (Adult Care and Support)
- 19.9.1Legal Requirements of a Care and Support Plan Review and ToolsFebruary 14, 2025
- 19.9.2Preparing to Carry out a Care and Support Plan ReviewFebruary 14, 2025
- 19.9.3The Review ConversationUpdatedFebruary 10, 2026
- 19.9.4Deciding the Outcome of a Care and Support Plan ReviewAugust 15, 2025
- 19.9.5Actions Following a Care and Support Plan ReviewAugust 15, 2025
- 19.9.6Monitoring Urgent or Interim Support and ServicesAugust 15, 2024
- 19.9.7Review of Direct Payments
20.1Contact and Referral
- 20.1.1Receiving a Contact or ReferralAugust 15, 2025
- 20.1.2Deciding the Outcome of a Contact or Referral (Carers)August 15, 2025
- 20.1.3Actions and Next Steps (Carers)UpdatedFebruary 10, 2026
20.2Establishing Needs
- 20.2.1Introduction, Legal Requirements and Tools (Carers)August 15, 2024
- 20.2.2Preparing to Establish Needs (Carers)August 15, 2024
- 20.2.3The Skilled Conversation (Carers)August 15, 2025
- 20.2.4Agreeing Needs and Making a Formal Record (Carers)April 12, 2022
- 20.2.5Understanding and Applying Eligibility Criteria (Carers)August 15, 2025
- 20.2.6Communicating the Outcome and Next Steps (Carers)August 15, 2025
20.3Meeting Needs
- 20.3.1Establishing Ordinary ResidenceAugust 15, 2025
- 20.3.2Requesting a Financial AssessmentAugust 15, 2024
- 20.3.3Setting an Indicative BudgetFebruary 14, 2025
- 20.3.4Support PlanningAugust 15, 2025
- 20.3.5Signing off a Support Plan and Agreeing a Final Personal BudgetUpdatedFebruary 10, 2026
- 20.3.6Arranging Support and ServicesFebruary 14, 2025
20.4Reviewing Support and Services
- 20.4.1Legal Requirements of a Support Plan Review and ToolsFebruary 14, 2025
- 20.4.2Preparing to Carry out a Support Plan ReviewAugust 15, 2024
- 20.4.3The Review Conversation (Carers)UpdatedFebruary 10, 2026
- 20.4.4Deciding the Outcome of a Support Plan Review and Making a Formal RecordNovember 3, 2021
- 20.4.5Actions Following a Support Plan ReviewAugust 15, 2025
- 20.4.6Monitoring Urgent or Interim Support and ServicesAugust 15, 2024
- 20.4.7Reviewing a Direct Payment
21.Care Delivery Services
- 21.0.1Care Delivery ServicesFebruary 14, 2024
Last Updated: February 10, 2026
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