Amendments
May 2024
| Updated Procedures | |
| Procedure Title | Details |
| Financial Assessment | 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 ‘Charging and Assessing Financial Resources’. |
| Deprivation of Liberty Safeguards Procedure | Relevant text amends 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 was added to Section 5, Receiving a Standard Authorisation Request. |
| Receiving a Contact or Referral | A new section has been added ‘Identifying Carers’. |
| Introduction, Legal Requirements and Tools | Text amends have been made to the section ‘The Purpose of any Assessment’. These amends 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 amends have been made to the section ‘Arranging the Assessment and Preparing the Person’. These amends 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 | Minor text amends have been made to the section ‘Applying the Eligibility Criteria’. These amends 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’. |
| Requesting a Financial Assessment | Text amends have been made to reflect changes made to the chapter ‘Financial Assessment’. |
| Arranging Support and Services | Section 8, 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 amends have been made to the section ‘Arranging the Review and Preparing the Person’. These amends 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 Needs (Child’s Needs Assessment) | Text amends have been made to the section ‘Arranging the Assessment and Preparing the Young Person’. These amends 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 Parent Carers | Text amends have been made to the section ‘Arranging the Assessment and Preparing the Parent Carer’. These amends 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 | Text amends have been made to the section ‘Arranging the Assessment and Preparing the Young Carer’. These amends 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 the section ‘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 (Carers) | Text amendments have been made to the section ‘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’. |
| Understanding and Applying Eligibility Criteria (Carers) | Minor text amendmentss have been made to the section ‘Applying the Eligibility Criteria’. These amendmentss 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 the section ‘Arranging the Review and Preparing the Carer’. These amendmentss 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’. |
| Recognising and Responding to Deprivations of Liberty | Relevant text amends have been made throughout to reflect the feedback received following a full tri.x legal review of the Deprivation of Liberty Safeguards Procedure. |
| Deputyship and Appointeeship | Section 6, Making a Property and Affairs Deputyship Application has been updated to include more information about notifications, and information about Carer’s Card accounts has been added to Section 2, Identifying Support Needs. |
| NHS Continuing Health Care Procedure | Relevant text amends have been made throughout to reflect the feedback received following a full tri.x legal review. |
| NHS-funded Nursing Care Procedure (FNC) | Relevant text amends 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 amends have been made throughout to reflect the feedback received following a full tri.x legal review of the NHS Continuing Healthcare Procedure. |
| Continuity of Care Arrangements | Text amends have been made to Section 1, An Introduction to Continuity of Care Arrangements. These amends have been 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’. |
| Service Interruptions and Provider Failure | Minor text amends have been made to Section 3, Failure of a Regulated Provider. These amends have been 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’. |
| No Recourse to Public Funds (NRPF) | The Home Office Status, Verification, Enquiries and Checking service email has been updated. A link to the government guidance ‘Asylum support’ was added to Section 7, Providing Information and Advice. |
| Prisons and Approved Premises | This chapter has been fully reviewed and refreshed including adding information about the Probation Finder to Section 2, Information about Prisons and Approved Premises. |
| Social Circumstances Report | This chapter has been fully reviewed and refreshed. |
| 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). |
| New Procedures and Features | |
| Procedure Title | Details |
| Equality, Diversity and Human Rights | This procedure has been added to the manual. |
| Acting as an Appropriate Adult | This procedure has been added to the manual. |
| Next Update: November 2024 |
November 2023
| Updated Procedures | |
| Procedure Title | Details |
| Deciding the Outcome of a Contact or Referral | The section ‘Ordinary Residence’ has been reviewed and refreshed. |
| Actions and Next Steps (First Point of Contact) | Information about the Caldicott Principles has been added to the section ‘Providing Information about a Person/Carer’. |
| Deciding the Outcome of a Contact or Referral (Hospital Pathway Team) | The section ‘Ordinary Residence’ has been reviewed and refreshed. |
| Actions and Next Steps (Hospital Pathway Team) | Information about the Caldicott Principles has ben added to the section ‘Providing Information about a Person/Carer’. |
| Actions and Next Steps (START) | Information about the Caldicott Principles has been added to the section ‘Providing Information about a Person/Carer’. |
| Actions and Next Steps | Information about the Caldicott Principles has been added to the section ‘Providing Information about a Person/Carer’. |
| Deprivation of Liberty Safeguards Procedure | Section 15, Challenging an Authorisation using Section 21A and Section 16, The Future of the Deprivation of Liberty Safeguards have been added. Section 4, Understanding the Deprivation of Liberty Safeguards was updated to provide greater clarity on state imputability. |
| Actions and Next Steps (Review Teams) | Information about the Caldicott Principles has been added to the section ‘Providing Information about a Person/Carer’. |
| The Transition Plan (Transition to Adult Care and Support) | The government toolkit ‘Making Finance Decisions for Young People: Parent and Carer Toolkit’ has been added to the list of tools to support the Transition Plan conversation. |
| Deciding the Outcome of a Contact or Referral (Carers) | The section ‘Ordinary Residence’ has been reviewed and refreshed. |
| Actions and Next Steps (Carers) | Information about the Caldicott Principles has been added to the section ‘Providing Information about a Person/Carer’. |
| Providing Information about a Person or Carer | Information about the Caldicott Principles was added. |
| Deputyship and Appointeeship | This chapter has been fully reviewed and refreshed. |
| Debt Respite Scheme (Breathing Spaces) Procedure | A new section has been added: Section 2, Final Demand Guide. 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. |
| Recognising and Responding to Deprivation of Liberty | This chapter was fully reviewed and refreshed. |
| NHS Continuing Health Care Procedure | This chapter has been fully reviewed and refreshed. |
| NHS-funded Nursing Care Procedure (FNC) | This chapter has been fully reviewed and refreshed. |
| Joint Packages of Health and Social Care | This chapter has been fully reviewed and refreshed. |
| End of Life Procedures and Practice Guidance | Section 10, Advance Care Planning has been refreshed to include information about the Universal Principles of Advance Care Planning. |
| Ordinary Residence Procedure | Section 5, Meeting the Urgent Needs of a Person who is not Ordinarily Resident has been reviewed and refreshed and a link to the Section 117 Aftercare chapter section on ordinary residence was added. |
| No Recourse to Public Funds | This chapter has been refreshed throughout and amended to reflect changes to the immigration status requirements for people from EEA countries. Also, the guidance ‘Supporting Migrants Lacking Mental Capacity in Relation to Immigration Matters’ was added to Section 1, Using this Procedure and Further Guidance. |
| 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. Also a link to the Community Mental Health Framework for Adults and Older Adults documents has been added to Section 9, Further Information. |
| New Procedures and Features | |
| Procedure Title | Details |
| Understanding the Mental Health Act | This procedure has been added to the manual. |
| Community Mental Health Framework | This new procedure has been added. |
May 2023
| Updated Procedures | |
| Procedure Title | Details |
| Requesting Adult Social Care Support | The Providing Information about a Person or Carer policy has been linked to this policy. |
| 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 chapter in the Universal Procedures section. |
| Preparing to carry out a Care and Support Plan Review | Section 5, Arranging the Review and Preparing the Carer 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 5, 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. |
| Joint Packages of Health and Social Care | A link has been added to the new Section 117 Aftercare Procedure. |
| New Procedures and Features | |
| Procedure Title | Details |
| Recording and Keeping Records | This new chapter has been added in the Universal procedure section. |
| Providing Information about a Person or Carer | This new chapter has been added to the Universal Procedures. The information previously sat in the chapter 'Actions and Next Steps' but has been relocated. |
| Section 117 Aftercare | This new chapter has been added to the Specialist Procedures. |
November 2022
| Updated Procedures | |
| Procedure Title | Details |
| Home Page | 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. |
| 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 and Section 6, Responding to a review request have both 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 timeframes 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 | 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 Support Plan Review and Tools | Section 3, Legal Requirements of Review and Section 6, Responding to a review request have both been revised to better clarify the statutory requirements around the frequency in which care and support plans should be reviewed. |
| Actions Following a Support Plan Review | Section 2, Deciding the timeframes 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. |
| Deputyship and Appointeeship | Extra information has been added to Section 6, Making a Deputyship or Appointeeship Application around the court's requirements for 3 respondents in making a Deputyship Application. |
| Debt Respite Scheme (Breathing Spaces) Procedure | Grammatical errors have been corrected and local documents have been added to this policy. |
| 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. |
| 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 |
| Recording and Record Keeping | This new chapter has been added into the Specialist and Universal Procedures section. |
| Whole site search | A link to the new policy Recording and Record Keeping has been added to the following: All recording should be in line with local recording requirements. For further guidance see: Recording and Record Keeping. |
May 2022
| Updated Procedures | |
| Procedure Title | Details |
| Legal Services | This procedure has been refreshed. |
| The Duty to co-operate (various procedures) "Where the Local Authority requests another person to work jointly in some way to benefit the person with Care and Support needs that person 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". |
November 2021
| 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. All tabs have also been updated accordingly. |
| Commissioning and Brokerage | The following sections have been relocated to the procedure 'Arranging Support and Services':
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| Arranging Support and Services | The following new sections have been added:
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| AMHP Procedure | A typo has been corrected (AHMP to AMHP). |
| 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. |
May 2021
| Updated Structure | |
| Procedure Title | Details |
| Main Homepage | The Deprivation of Liberty procedures have been relocated to other areas of the site. The Deprivation of Liberty tab has been renamed Local Resources and provides a direct link to the Local Resources area. |
| Teams Homepage | The following teams have been removed from the page as they were not applicable as standalone teams:
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The following teams have been added to the page:
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The following teams have been renamed:
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| Team Introductions | Introductions have been added for the following teams:
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| Specialist and Universal Procedures | This section has been re-ordered and sub-divided into 'Specialist Procedures' and 'Universal Procedures' for improved accessibility. The following procedures have also been relocated to this section of the site:
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| Updated Procedures | |
| Procedure Title | Details |
| Requesting Adult Social Care Support | Section 3, Requesting Adult Social Care support has been updated with additional information about the self-referral process. |
| Assistive Technology and Telecare | This procedure has been localised with information about ElderCare UK and the local process for arranging and managing Telecare. |
| AMHP Procedure | This procedure has been localised with information about the process of referring to the AMHP Duty Team. |
| 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. |
| Deputyship and Financial Affairs | This procedure has been renamed to 'Deputyship and Appointeeship'. References to the 'team responsible for managing deputyships' have been replaced with references to the 'Client Finance Team'. Section 6, Making a Deputyship or Appointeeship Application has been updated to reflect local requirements. |
| START Procedures (various) | All references to arranging, monitoring and reviewing reablement provision being provided by an external agency have been removed, as this is not applicable to Sutton. |
| Actions Following a Care and Support Plan Review | Section 13, Reporting Concerns about a Service Provider has been updated to include information about the Sutton Provider Concern Protocol. The following procedures have also been updated with this information:
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| 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. |
| New Procedures and Features | |
| Procedure Title | Details |
| Sensory Service | A new procedure has been added. |
| Admiral Nurse Service | A new procedure has been added. |
| Public Health Team | A new procedure has been added. |
| Encompass | A new procedure has been added. |
| Review Team | The following new procedures have been created for this team:
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| Removed Procedures | |
| Individual Service Funds | This procedure has been deleted. All references to arranging or reviewing individual service funds have also been deleted from the site. |
| Care Cubed Procedure | This procedure has been deleted. |
| Care Programme Approach | This procedure has been deleted. |
November 2020
| Updated Procedures | |
| Procedure Title | Details |
| Mental Health (Social Work) | New guidance from Health Education England to support mental health social workers working in the NHS has been added to the Mental Health introduction. |
| 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. |
| New Procedures and Features | |
| Procedure Title | Details |
| Storage of Data on Practitioners Mobile Devices | This new procedure has been added. |
