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

Understanding and Applying Care Act Eligibility Criteria

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

Ordinary Residence and Financial Assessment

1. Establishing Ordinary Residence
2. Requesting a Financial Assessment

Reablement

1. The Reablement Plan
2. Arranging the Reablement Service

Care and Support Planning

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

Equipment

1. Providing Equipment
2. Equipment in a Care Home
3. Providing Direct Support

Equipment and Reablement

1. Monitoring and Review (Equipment)
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

Reviewing Other 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