Procedures, Practice Guidance and Tools for Adult Social Care

1. Financial Assessment
2. Commissioning and Brokerage
3. Direct Payments
4. Assistive Technology and Telecare

1. Receiving a Contact or Referral
2. Deciding the Outcome of a Contact or Referral
3. Actions and Next Steps

Contact and Referral

1. Receiving a Contact or Referral
2. Deciding the Outcome of a Contact or Referral
3. Actions and Next Steps

Establishing Needs

1. Introduction, Legal Requirements and Tools
2. Preparing to Establish Needs
3. The Skilled Conversation
4. Agreeing Needs and Making a Formal Record
5. Understanding and Applying Eligibility Criteria
6. Communicating the Outcome and Next Steps

Meeting Needs

1. Establishing Ordinary Residence
2. Requesting a Financial Assessment
3. Setting an Indicative Budget
4. Care and Support Planning
5. Signing Off a Care and Support Plan and Agreeing a Final Personal Budget
6. Arranging Support and Services

Reviewing Support and Services

1. Legal Requirements of a Care and Support Plan Review and Tools
2. Preparing to Carry out a Care and Support Plan Review
3. The Full Review Conversation
4. The Light Touch Review Conversation
5. Deciding the Outcome of a Care and Support Plan Review
6. Actions Following a Care and Support Plan Review
7. Monitoring Urgent or Interim Support and Services
8. Review of a Direct Payment

Contact and Referral

1. Receiving a Contact or Referral
2. Deciding the Outcome of a Contact or Referral
3. Actions and Next Steps

Establishing Needs

1. Introduction, Legal Requirements and Tools
2. Preparing to Establish Needs
3. The Skilled Conversation
4. Agreeing Needs and Making a Formal Record
5. Understanding and Applying Eligibility Criteria
6. Communicating the Outcome and Next Steps

Meeting Needs

1. Establishing Ordinary Residence
2. Requesting a Financial Assessment
3. The Reablement Plan
4. Arranging the Reablement Service
5. Providing Equipment
6. Equipment in a Care Home
7. Providing Direct Support
8. Setting an Indicative Budget
9. Care and Support Planning
10. Signing Off a Care and Support Plan and Agreeing a Final Personal Budget
11. Arranging Support and Services

Monitoring and Review

1. Monitoring and Review
2. Monitoring Reablement
3. Monitoring Actions (Reablement)
4. The Reablement Review
5. Deciding the Outcome of a Reablement Review and Making a Formal Record
6. Actions Following a Reablement Review

Contact and Referral

1. Receiving a Contact or Referral
2. Deciding the Outcome of a Contact or Referral
3. Actions and Next Steps

Establishing Needs

1. Introduction, Legal Requirements and Tools
2. Preparing to Establish Needs
3. The Skilled Conversation
4. Agreeing Needs and Making a Formal Record
5. Establishing Likely Eligibility for a Disabled Facilities Grant
6. Understanding and Applying Eligibility Criteria
7. Communicating the Outcome and Next Steps

Meeting Needs

1. Establishing Ordinary Residence
2. Requesting a Financial Assessment
3. Setting an Indicative Budget
4. Care and Support Planning
5. Signing Off a Care and Support Plan and Agreeing a Final Personal Budget
6. Arranging Support and Services
7. Applying for a Disabled Facilities Grant
8. The Outcome of the Disabled Facilities Grant Application and Next Steps
9. Providing Equipment
10. Equipment in a Care Home
11. Providing Direct Support

Reviewing Support and Services

1. Legal Requirements of a Care and Support Plan Review and Tools
2. Preparing to Carry out a Care and Support Plan Review
3. The Full Review Conversation
4. The Light Touch Review Conversation
5. Deciding the Outcome of a Care and Support Plan Review
6. Actions Following a Care and Support Plan Review
7. Monitoring Urgent or Interim Support and Services
8. Review of a Direct Payment
9. Monitoring and Review

Contact and Review Requests

1. Receiving a Contact or Review Request
2. Deciding the Outcome of a Contact or Review Request
3. Actions and Next Steps

Reviewing Support and Services

1. Legal Requirements of a Care and Support Plan Review and Tools
2. Preparing to Carry out a Care and Support Plan Review
3. The Full Review Conversation
4. The Light Touch Review Conversation
5. Deciding the Outcome of a Care and Support Plan Review
6. Actions Following a Care and Support Plan Review
7. Monitoring Urgent or Interim Support and Services
8. Review of a Direct Payment

Establishing Needs

1. Introduction, Legal Requirements and Tools
2. Preparing to Establish Needs
3. The Skilled Conversation
4. Agreeing Needs and Making a Formal Record
5. Understanding and Applying Eligibility Criteria
6. Communicating the Outcome and Next Steps

Meeting Needs

1. Requesting a Financial Assessment
2. Setting an Indicative Budget
3. Care and Support Planning
4. Signing Off a Care and Support Plan and Agreeing a Final Personal Budget
5. Arranging Support and Services

Contact and Referral

1. Receiving a Contact or Referral
2. Deciding the Outcome of a Contact or Referral
3. Actions and Next Steps

Establishing Needs

1. Introduction, Legal Requirements and Tools
2. Preparing to Establish Needs
3. The Skilled Conversation
4. Agreeing Needs and Making a Formal Record
5. Understanding and Applying Eligibility Criteria
6. Communicating the Outcome and Next Steps

Meeting Needs

1. Establishing Ordinary Residence
2. Requesting a Financial Assessment
3. Setting an Indicative Budget
4. Care and Support Planning
5. Signing Off a Care and Support Plan and Agreeing a Final Personal Budget
6. Arranging Support and Services

Reviewing Support and Services

1. Legal Requirements of a Care and Support Plan Review and Tools
2. Preparing to Carry out a Care and Support Plan Review
3. The Full Review Conversation
4. The Light Touch Review Conversation
5. Deciding the Outcome of a Care and Support Plan Review
6. Actions Following a Care and Support Plan Review
7. Monitoring Urgent or Interim Support and Services
8. Review of a Direct Payment

Deciding Whether to Start Transition

1. Deciding Whether to Start Transition
2. Deciding Whether to Start Carers Transition
3. Recording the Decision and Next Steps

Child's Needs Assessment

1. Introduction, Legal Requirements and Tools
2. Preparing to Establish Needs
3. The Skilled Conversation
4. Agreeing Needs, Making a Formal Record and Next Steps

Carer's Transition Assessments

1. Introduction, Legal Requirements and Tools
2. Preparing to Establish the Needs of Parent Carers
3. Preparing to Establish the Needs of Young Carers
4. The Skilled Conversation (Parent Carer's)
5. The Skilled Conversation (Young Carer's)
6. Agreeing Needs, Making a Formal Record and Next Steps

Transition Planning and Review

1. Setting an Indicative Budget
2. The Transition Plan
3. Reviewing a Transition Plan
4. Reviewing an Education, Health and Care Plan (from 18 years)

Contact and Referral

1. Receiving a Contact or Referral
2. Deciding the Outcome of a Contact or Referral
3. Actions and Next Steps

Establishing Needs

1. Introduction, Legal Requirements and Tools
2. Preparing to Establish Needs
3. The Skilled Conversation
4. Agreeing Needs and Making a Formal Record
5. Understanding and Applying Eligibility Criteria
6. Communicating the Outcome and Next Steps

Meeting Needs

1. Establishing Ordinary Residence
2. Requesting a Financial Assessment
3. Setting an Indicative Budget
4. Support Planning
5. Signing off a Support Plan and Agreeing a Final Personal Budget
6. Arranging Support and Services

Reviewing Support and Services

1. Legal Requirements of a Support Plan Review and Tools
2. Preparing to Carry out a Support Plan Review
3. The Full Review Conversation
4. The Light Touch Review Conversation
5. Deciding the Outcome of a Support Plan Review and Making a Formal Record
6. Actions Following a Support Plan Review
7. Monitoring Urgent or Interim Support and Services
8. Review of a Direct Payment