Amendments
September 2024
| Updated Procedures | |
| Procedure Title | Details |
| Deprivation of Liberty Safeguards | Section 5, Understanding the Deprivation of Liberty Safeguards has been updated to provide additional clarity about continuous supervision, free to leave and state imputability. In Section 7, Receiving a Standard Authorisation Request, a ‘need to know’ box has been added with information about responding to requests from an eligible person. |
| Recognising and Responding to Deprivations of Liberty | This chapter has been updated following a full tri.x legal review. |
| Direct Payments | This chapter has been 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’ |
| Preparing to Establish Needs (Hospital Discharge) | Text amendments have been made to Section 3, Arranging the Assessment and Preparing the Person. These amendments have been 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) | Text amendments have been made to Section 3, The Purpose of any Assessment. These amendments have been 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 (Occupational Therapy) | Text amendments have been made to Section 4, Arranging the Assessment and Preparing the Person. These amendments have been made to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource chapter ‘Carrying Out an Assessment’. |
| Deciding the Outcome of a Contact or Written Referral | Section 2, What must be considered has been updated to reflect other chapters in the manual. |
| Introduction, Legal Requirements and Tools | Text amendments have been made to Section 3, The Purpose of any Assessment. These amendments have been 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 | Text amendments have been made to Section 5, Arranging the Assessment and Preparing the Person. These amendments have been 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 | Section 3, Applying the Eligibility Criteria has been updated to include information from the Care and Support statutory guidance about establishing whether the person's needs arise from a physical or mental impairment or illness. Minor text amendments have also been made to Section 3, Applying the Eligibility Criteria to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource chapter ‘The National Eligibility Criteria’. |
| Arranging Support and Services | Section 9, Out of Area Services has been updated to reflect amends made previously to Ordinary Residence chapters following a legal review. |
| Preparing to Carry out a Care and Support Plan Review | Text amendments have been made to Section 5, Arranging the Review and Preparing the Person. These amendments have been 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 (Carers) | Text amendments have been made to Section 3, The Purpose of any Assessment. These amendments have been 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 the Needs of Adult Carers (Carers) | Text amendments have been made to Section 5, Arranging the Assessment and Preparing the Carer. These amendments have been 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 (Carers) | Text amendments have been made to Section 5, Arranging the Assessment and Preparing the Young Carer. These amendments have been 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) | Minor text amendments have been made to Section 3, Applying the Eligibility Criteria. These amendments have been 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 (Carers) | Text amendments have been made to Section 4, Arranging the Review and Preparing the Carer. These amendments have been made to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource chapter ‘Carrying Out an Assessment’. |
| Social Media (use of) | Twitter has been changed to X (formerly Twitter). |
| Death of a Person | Information has been 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. |
| Appointeeship and Deputyship | Information has been added to Section 4, Referring to the Service User Financial Management Team and Section 5, If there is already a Deputy for Property and Affairs to clarify that the Court of Protection can also revoke a Deputyship or Lasting Power of Attorney. |
| Debt Respite (Breathing Spaces) | Approved Mental Capacity Professionals have been removed from the list of individuals that can apply for a Mental Health Crisis Breathing Space. |
| Prisons and Approved Premises | Information about the Probation Finder was added to Section 2, Information about Prisons and Approved Premises. |
| Understanding the Mental Health Act 1983 | Text improvements have been 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. |
| Section 117 Aftercare | A scope box has been added to top of this chapter, alerting and signposting practitioners to the statutory guidance issued in January 2024: Discharge from mental health inpatient settings. The chapter has also had a full legal review and additional information has been 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). |
| Next Update: March 2025 |
March 2024
| Updated Procedures | |
| Procedure Title | Details |
| Deprivation of Liberty Safeguards | Relevant text amendments have been 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 has been added into Section 5, Receiving a Standard Authorisation Request. |
| Recognising and Responding to Deprivations of Liberty | Relevant text amendments have been made throughout to reflect the feedback received following a full tri.x legal review of the Deprivation of Liberty Safeguards Procedure. |
| Financial Assessment | This procedure has been reviewed to reflect feedback received following a full tri.x legal review of the 'Charging and Assessing Financial Resources' section in the Care Act 2014 Resource. The Social Services Financial Assessment Team's e-mail address has also been corrected. |
| Requesting a Financial Assessment | Text amendments have been made to reflect changes made to the Financial Assessment Procedure. |
| Receiving a Contact or Written Referral (All variations) | A new section in relation to Identifying Carers has been added. |
| Actions and Next Steps (All variations) | Information about the Caldicott Principles has been added into the 'Providing Information about a Person/Carer' section. |
| Providing Information about a Person or Carer | Information about the Caldicott Principles has been added into Section 1.1, Maintaining confidentiality. |
| The Transition Plan (Disability Locality Teams and Transitions) | A link to the government 'Making Finance Decisions for Young People: Parent and Carer Toolkit' has been added into the list of tools to support the Transition Plan conversation. |
| Appointeeship and Deputyship | Information about Carer's Card accounts has been added into Section 2, Identifying Support Needs. |
| Debt Respite Scheme (Breathing Spaces) | A new Section 2, Final Demand Guide has been 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. |
| NHS Continuing Health Care Procedures | Relevant text amendments have been made throughout to reflect the feedback received following a full tri.x legal review of the NHS Continuing Healthcare Procedure. |
| NHS-funded Nursing Care Procedure (FNC) | Relevant text amendments have been made throughout to reflect the feedback received following a full tri.x legal review of the NHS Continuing Healthcare Procedure. |
| Joint Packages of Health and Social Care | Relevant text amendments have been made throughout to reflect the feedback received following a full tri.x legal review of the NHS Continuing Healthcare Procedure. |
| Ordinary Residence Procedure | A link has been added to the ordinary residence section in the Section 117 Aftercare Procedure. |
| Continuity of Care Arrangements | Text amendments have been made to Section 1, An Introduction to Continuity of Care Arrangements 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'. |
| Service Interruptions and Provider Failure | Minor text amendments have been made to Section 3, Failure of a Regulated Provider to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource chapter 'Commissioning Responsibilities under the Care Act'. |
| No Recourse to Public Funds | A link to the government guidance 'Asylum support' has been added into Section 7, Providing Information and Advice. The 'Supporting Migrants Lacking Mental Capacity in Relation to Immigration Matters' guidance has been added into Section 1, Using this Procedure and Further Guidance. The Home Office Status, Verification, Enquiries and Checking service e-mail has also been updated. |
| Prisons and Approved Premises | This procedure has been fully reviewed and refreshed. |
| Social Circumstances Report | This procedure has been fully reviewed and refreshed. |
| Section 117 Aftercare | Section 3, Ordinary Residence has been updated to reflect the Supreme Court judgement R (Worcestershire County Council) v Secretary of State for Health and Social Care [2023] UKSC 31. |
| New Procedures and Features | |
| Procedure Title | Details |
| Equality, Diversity and Human Rights | This procedure has been added. |
| Acting as an Appropriate Adult | This procedure has been added. |
| Understanding the Mental Health Act 1983 | This procedure has been added. |
| Community Mental Health Framework | This procedure has been added. |
September 2023
| Updated Procedures | |
| Procedure Title | Details |
| Deprivation of Liberty Safeguards | Section 4, Understanding the Deprivation of Liberty Safeguards has been updated to provide greater clarity on state imputability. Section 17, Challenging an Authorisation using Section 21A and Section 18, The Future of the Deprivation of Liberty Safeguards have been added. |
| Recognising and Responding to Deprivations of Liberty | Section 2, Identifying Deprivations of Liberty (ages 18 and over) and Section 5, Identifying and Responding to Deprivations of Liberty (ages 16 and 17) have both been updated to provide greater clarity on state imputability. |
Deciding the Outcome of a Contact or Written Referral (Croydon Adult Support) Deciding the Outcome of a Contact or Written Referral (Hospital Discharge Social Work) Deciding the Outcome of a Contact or Written Referral (ACOT) Deciding the Outcome of a Contact or Written Referral (Community Social Work) Deciding the Outcome of a Contact or Written Referral (Carers Procedures) Deciding the Outcome of a Contact or Referral (Disability Locality Teams and Transitions) |
The Ordinary Residence section has been reviewed and refreshed. |
| Appointeeship and Deputyship | This procedure has been fully reviewed and refreshed. |
| NHS Continuing Health Care Procedures | This procedure has been fully reviewed and refreshed. |
| NHS-funded Nursing Care Procedure (FNC) | This procedure has been fully reviewed and refreshed. |
| Joint Packages of Health and Social Care | This procedure has been fully reviewed and refreshed. |
| End of Life Procedures and Practice Guidance | Section 10, Advanced Care Planning has been refreshed to include information about the universal principles of Advanced Care Planning. |
| Ordinary Residence Procedure | Section 5, Meeting the Urgent Needs of a Person who is not Ordinarily Resident has been reviewed and refreshed. |
| No Recourse to Public Funds | This procedure has been refreshed throughout and amended to reflect changes to the immigration status requirements for people from EEA countries. Section 11, Meeting Needs and Review has also been updated to include Shared Lives placements |
| Section 117 Aftercare | References to the Care Programme Approach have been removed. A link to the Community Mental Health Framework for Adults and Older Adults documents has been added to Section 9, Further Information. |
| Removed Procedures | |
| Procedure Title | Details |
| Liberty Protection Safeguards Procedure | Following the Government's decision to delay the implementation of Liberty Protection Safeguards, this procedure has been deleted. |
| Care Programme Approach | This procedure has been deleted as the Care Programme Approach has been suspended by the Community Mental Health Framework. |
March 2023
| Updated Procedures | |
| Procedure Title | Details |
| Welcome to our Procedures, Practice Guidance and Tools for Adult Services | A note has been added to the main introduction text, advising users to check the local resources area for any additional local guidance that should be used alongside the local content. |
| Actions and Next Steps (All variations) |
Information from this procedure relating to providing information about a person/carer has been used to create a new standalone Procedure in the Universal Procedures section. |
| Financial Assessment | Team name change from Customer Financial Affairs Team (CFAT) to Social Services Financial Assessment Team throughout the Procedure. |
| Commissioning and Brokerage | References to the CREST Team and Welfare Rights Team have now been removed from policy. |
| Requesting Adult Social Care Support | Contact details have been refreshed. |
| Care and Support Planning | Section 14, Deciding how the Plan will be Reviewed and Monitored has been revised to be better clarify the statutory requirements around the frequency in which support plans should be revised. |
| Legal Requirements of a Care and Support Plan Review and Tools | Section 3, Legal Requirements of Review has been revised to better clarify the statutory requirements around the frequency in which care and support plans should be reviewed. |
| Preparing to Carry Out a Care and Support Plan Review | Section 5, Arranging the Review and Preparing the Person has been revised to better clarify the statutory requirements around the frequency in which Care and Support Plans should be reviewed. |
| Actions Following a Care and Support Plan Review | Section 2, Deciding the Timeframe for the Next Review has been revised to better clarify the statutory requirements around the frequency in which Care and Support Plans should be reviewed. |
| Support Planning (Carers) | Section 13, Deciding how the Plan will be Reviewed and Monitored has been revised to be better clarify the statutory requirements around the frequency in which support plans should be revised. |
| Legal Requirements of a Support Plan Review and Tools (Carers) | Section 2, Legal Requirements of Review has been revised to better clarify the statutory requirements around the frequency in which care and support plans should be reviewed. |
| Preparing to carry out a Support Plan Review (Carers) | Section 4, Arranging the Review and Preparing the Carer has been revised to better clarify the statutory requirements around the frequency in which Support Plans should be reviewed. |
| Actions Following a Support Plan Review (Carers) | Section 2, Deciding the Timeframe for the Next Review has been revised to better clarify the statutory requirements around the frequency in which Care and Support Plans should be reviewed. |
| Recording and Keeping Records | A link has been added to the new Providing Information about a Person or Carer Procedure. |
| Joint Packages of Health and Social Care | A link has been added to the new Section 117 Aftercare Procedure. |
| Social Circumstances Report | Section 2, A Brief Introduction to Social Circumstances Reports has been updated to clarify who can complete a social circumstance report and Section 6, Writing the Report has been updated to include links to HM Courts and Tribunals Services forms. |
| New Procedures and Features | |
| Procedure Title | Details |
| Providing Information about a Person or Carer | This new Procedure has been added to the Universal Procedures. The information previously sat in the Procedure 'Actions and Next Steps' but has been relocated. |
| Section 117 Aftercare | This new Procedure has been added to the Universal Procedures Section. |
| Throughout the site | |
| Croydon Carers Centre | Contact details have been updated throughout. |
| Direct Payment Support | This e-mail address has been revised throughout. |
September 2022
| Updated Procedures | |
| Procedure Title | Details |
| Legal Services | This procedure has been refreshed. |
| Debt Respite Scheme (Breathing Spaces) Procedure | Grammatical errors have been corrected. |
| Prisons and Approved Premises | Section 3, Ordinary Residence has been refreshed to provide added clarity around ordinary residence during detention, and the responsibility for meeting needs. |
| Liberty Protection Safeguards Procedure | This procedure has been updated due to revised implementation timescales. |
| How to Access the Service (Disability Locality Teams and Transitions) |
This procedure has been updated to reflect the change in team names. |
| Preparing for Adulthood | The 'Preparing for Adulthood team' has been renamed 'Disability Locality Teams and Transition'. Procedures have also been updated to reflect the change in age supported by the team. |
| Making a Referral (Hospital Discharge) |
hospital.discharge@croydon.gov.uk has been changed to swlccg.life@nhs.net. The 'ECS_START inbox' has been replaced with OOBHospitalTeam@croydon.gov.uk. |
| Requesting Adult Social Care Support |
|
| Actions and Next Steps (All variations) |
|
| Appointeeship and Deputyship | 'Appointeeship and Deputyship Procedures' has been renamed to 'Appointeeship and Deputyship'. Section 4, Referring to the Service User Financial Management Team has also been updated. |
| Direct Payments | This Procedure has been updated to include the Virtual Wallet Support Team and Independent Lives Advice details. |
| Commissioning and Brokerage | This Procedure has been updated and explains how the new recording system Liquid Logic System (LAS) should be applied in regards to commissioning and brokerage. |
| New Procedures and Features | |
| Procedure Title | Details |
| Recording and Keeping Records | This new procedure has been added to the Specialist and Universal Procedures. A link to this procedure has also been added to various procedures. |
| Throughout the site | |
| Contact Centre | The 'Contact Centre' has been renamed 'Croydon Adult Support'. |
| Centralised Duty and Safeguarding | The 'Centralised Duty and Safeguarding Team' has been renamed 'Croydon Adult Support'. |
| The Good Conversation | 'The Skilled Conversation' has been renamed to 'The Good Conversation'. |
| Various procedures | All occurrences of the following e-mail: referral.team2@croydon.gov.uk have been changed to: Croydon.AdultSupport@croydon.gov.uk. |
| AIS | All occurrences of AIS have been changed to LAS. |
| Whole site | All occurrences of 'Clinical Commissioning Group/CCG' have been changed to 'Integrated Care Board/ICB' in line with the Health and Care Act which was implemented on 1st July 2022. |
April 2022
| Updated Procedures | |
| Procedure Title | Details |
| Introduction | The 'Provider Feedback' section has been removed from the main introduction. This is because the SOPS e-mail address is no longer active. Practitioners wishing to provide feedback should use guidance in the News area or speak with their line manager. |
March 2022
| Updated Procedures | |
| Procedure Title | Details |
| Introduction | New subheadings, and information about amendments and local resources has been added. |
| Safeguarding Adults | The procedure 'Adult Safeguarding Procedures' has been renamed to better reflect its scope. |
| Commissioning and Brokerage Procedures | The following sections have been relocated to the procedure 'Arranging Support and Services':
|
| Arranging Support and Services | The following new sections have been added:
|
| The Duty to co-operate (various procedures) "Where the Local Authority requests another party to work jointly in some way to benefit the person with Care and Support needs that party has a duty to co-operate with the request" |
To clarify that the duty applies equally to persons and organisations, all occurrences of this text have been amended to: "Where the Local Authority requests another party work jointly in some way to benefit the person with Care and Support needs that party has a duty to co-operate with the request". |
| New Procedures and Features | |
| Procedure Title | Details |
| AMHP Procedure | This new procedure has been added to the Specialist and Universal Procedures section. |
September 2021
| Updated Structure | |
| Procedure Title | Details |
| Contents list | The drop down contents tabs have been replaced with a Contents Page. This change makes the Contents List more accessible and user friendly. |
| Specialist and Universal Procedures | Specialist and Non-Frequent Procedures has been renamed Specialist and Universal Procedures. This section has been re-ordered and sub- divided into 'Specialist Procedures' and 'Universal Procedures' for improved accessibility. |
| Main homepage | A Local Resources button has been added to the large tabs on the homepage for increased visibility. This has been achieved by amalgamating The Care Act 2014 and The Mental Capacity Act 2005 Resource and Practice Toolkit into a single tab. |
| New Procedures and Features | |
| Procedure Title | Details |
| Debt Respite Scheme (Breathing Spaces) Procedure | This new procedure has been added to the Specialist and Universal Procedures section. It provides guidance on The Debt Respite Scheme (Breathing Space Moratorium and Mental Health Crisis Moratorium) (England and Wales) Regulations 2020, which came into force in England and Wales on 4th May 2021. |
| Updated Procedures | |
| Procedure Title | Details |
| Providing Equipment | The procedure 'Meeting Needs Under the Care Act' has been renamed to better reflect the scope of the procedure. |
| Default Procedures (various) |
Default procedures are those procedures that appear on multiple team homepages and are in effect 'shared' procedures. Tri.x has added information to these procedures about which teams share them, so that this is clearer. |
| Removed Procedures | |
| Procedure Title | Details |
| Understanding and Applying Eligibility Criteria (Occupational Therapy) |
This team specific version has been deleted. The link now directs practitioners to the default version, which has been amended to incorporate information relevant to OT services. |
| Establishing Ordinary Residence (Occupational Therapy) |
This team specific version has been deleted. The link now directs practitioners to the default version, which has been amended to incorporate information relevant to OT services. |
| Requesting a Financial Assessment (Occupational Therapy) |
This team specific version has been deleted. The link now directs practitioners to the default version, which has been amended to incorporate information relevant to OT services. |
| Establishing Ordinary Residence (Carers) |
This version has been deleted. The link now directs practitioners to the default version, which has been amended to incorporate information relevant to Carers services. |
| Requesting a Financial Assessment (Carers) |
This version has been deleted. The link now directs practitioners to the default version, which has been amended to incorporate information relevant to Carers services. |
March 2021
| Updated Procedures | |
| Procedure Title | Details |
| End of Life Procedures and Practice Guidance | A new section has been added to signpost users working in learning disability services to specialist resources at the Palliative Care for People with Learning Disabilities (PCPLD) website. |
| Liberty Protection Safeguards Procedure | This procedure has been updated to reflect revised implementation timescales. |
| No Recourse to Public Funds | Updated links have been added to the No Recourse to Public Funds Network website and guidance in Section 6, Identifying People with NRPF & Section 10, Human Rights Assessment. |
September 2020
| New Procedures and Features | |
| Procedure Title | Details |
| Storage of Data on Practitioners Mobile Devices | This Procedure has been added. |
March 2020
| Updated Procedures | |
| Procedure Title | Details |
| Direct Payments | A link has been added to further guidance about the 4 consecutive weeks in a care home rule. |
| Joint Packages of Health and Social Care | The use of this procedure has been clarified in regards to Section 117 funding arrangements. |
| Recognising and Responding to Deprivations of Liberty | References to parental consent in relation to deprivations of liberty for 16 and 17 year olds have been removed in response to the Supreme Court judgement RE D (A Child) on 26th September 2019. This declared that parents cannot provide such consent. |
| Social Media (use of) | The procedure has been updated to reflect guidance on social media from the new social work regulator, Social Work England. |
September 2019
| Updated Procedures | |
| Procedure Title | Details |
| NHS Funded Nursing Care Procedure (FNC) | The procedure has been updated to link to the newer version of the NHS-funded Nursing Care Practice Guide, published in December 2018. |
| Interpreter and Translation Services | Section 4, Family and Friends as Interpreters has been updated to provide clarification about the appropriate use of family members or friends as interpreters under the Care Act. |
Exploring and Managing Different Views |
A tool from Halo Psychology has been added to the tri.x Resources area 'Six Tips to Help You Have Difficult Conversations'. This has also been referenced and linked in all versions of The Skilled Conversation and Care and Support Planning procedures. This resource was accessed from LinkedIn on 13/02/2019. |
| New Procedures and Features | |
| Procedure Title | Details |
| Liberty Protection Safeguards Procedure | This new procedure has been added. |
March 2019
| Updated Procedures | |
| Procedure Title | Details |
| Requesting Adult Social Care Support (Contact Centre) | This procedure has been updated include the criteria for making a referral for an early onset dementia assessment. |
| Deciding the Outcome of a Contact or Referral (Contact Centre) | This procedure has been updated to include information about the criteria for processing a referral for an early onset dementia. |
| Preparing to Establish Needs | Section 9, Joint Work has been updated to prompt consideration of joint work with mental health colleagues when an early onset dementia assessment is to be carried out. |
| Legal Services | This procedure has been updated to include a link to the Guide to Croydon Legal Services and the legal services email. |
| Commissioning and Brokerage Procedures | This procedure has been updated to add a link to Shared Lives information in the Local Resources. |
| NHS Continuing Healthcare Procedure | The information and advice section of this procedure has been updated to include a link to the new DOHSC public information leaflet. |
