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

Eligibility Criteria

1. Understanding and Applying Eligibility Criteria
2. Communicating the Outcome and Next Steps

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

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