Amendments
September 2025
| Updated Procedures | |
| Procedure Title | Details |
| Direct Payments | Text improvements have been made to this chapter following a tri.x review. |
| Receiving a Contact or Referral | Section 5, Identifying Carers, has been updated to highlight the importance of identifying informal carers. |
| Care and Support Planning | Section 12, The Skilled Conversation: Risk and Contingency, has been updated to include transport arrangements in contingency planning. |
| Risk Assessment | This chapter has been refreshed. |
| Interpreter and Translation Services | This chapter has been refreshed throughout following a full tri.x review. |
| Protecting Moveable Property | Amendments have been made to the case examples in Section 4, Seeking Consent to Protect Moveable Property. |
| Acting as an Appropriate Adult | This chapter has been refreshed following a tri.x review. |
| Prisons and Approved Premises | A link to the GOV.UK guidance for prisons on what facilities, services and support to provide to prisoners on a daily basis, has been added to Section 1, Using this Procedure and Further Guidance. |
| New Procedures and Features | |
| Procedure Title | Details |
| Housing and Homelessness | This new chapter has been added to the manual. |
| Working Effectively with Parents and Children's Services | This new chapter has been added to the manual. |
| Next update: March 2026 |
March 2025
| Updated Procedures | |
| Procedure Title | Details |
| Deprivation of Liberty Safeguards | The link to the ADASS Priority Tool for Deprivation of Liberty Requests has been updated in Section 5, Receiving a Standard Authorisation Request. |
| Direct Payments | Information about prepaid cards has been added into Section 1, What is a Direct Payment. |
| Actions and Next Steps | This chapter has been replaced with an updated version following a full review. The new version also replaces all other chapters of the same name except Action and Next Steps (carer). The new version includes an update to Section 2, Providing Information about a Person or Carer to reflect amendments made to the chapter Providing Information about a Person or Carer following a full tri.x legal review. |
| Contact and Referral Adult Care and Support Procedures | Section 10, Providing Information about a Person has been updated to reflect amendments made to the chapter Providing Information about a Person or Carer following a full tri.x legal review. |
| AMHP | Section 5, How to Contact the Service, has been updated to clarify that a request for a Mental Health Act assessment should be made at the earliest possible opportunity. |
| Actions and Next Steps (Carers) | Section 4, Providing Information about a Carer has been updated to reflect amendments made to the chapter Providing Information about a Person or Carer following a full tri.x legal review. |
| The Skilled Conversation | Section 8, Good Information and Advice and Prevention has been updated to include information about carers leave. |
| The Full Review Conversation | Section 8, Good Information and Advice and Prevention has been updated to include information about carers leave. |
| The Light Touch Review Conversation | Section 8, Good Information and Advice and Prevention has been updated to include information about carers leave. |
| Equality, Diversity and Human Rights | The link to SCIE: Equality Act 2010 – overview for social care has been removed in Section 6, Further Information and Guidance, as the page is no longer available. |
| Providing Information about a Person or Carer | This chapter has been updated throughout following a full tri.x legal review. |
| Debt Respite Scheme (Breathing Spaces) Procedure | Amendments have been made to Section 5, Applying for a Mental Health Crisis Breathing Space. This was to reflect the changes to the definition of mental health crisis treatment that were made following the case Kaye v Lees [2023] EWCH 152. |
| End of Life Procedures and Practice Guidance | Information about The Victoria and Stuart Project end of life care planning toolkit has been also added to Section 12, Learning Disability and The Skills for Care Common Core Principles and Competencies in Section 7, Good Practice Guidance for End of Life Care has been removed and replaced with The Universal Principles for Advance Care Planning. |
| Protecting Moveable Property | This chapter has been updated. |
| No Recourse to Public Funds | Section 11, Meeting Needs and Review has been updated to include information about alternative temporary housing options that can be explored. Additionally, Section 13, People with NRPF who are Receiving After-Care under Section 117 of the Mental Health Act 1983 has been refreshed and a link added to the Section 117 Aftercare chapter. |
| New Procedures and Features | |
| Procedure Title | Details |
| Co-production | This new chapter has been added to the manual. |
September 2024
| Updated Procedures | |
| Procedure Title | Details |
| Deprivation of Liberty Safeguards Procedure | Section 4, Understanding the Deprivation of Liberty Safeguards has been updated to provide additional clarity about continuous supervision, free to leave and state imputability. In Section 5, 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 refreshed throughout. |
| The Reablement Review | Text amendments have been made to Section 7, Preparing for the Review. 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 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 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’. |
| Preparing to Establish Needs (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’. |
| 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. Also, minor text amendments have also been made 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’. |
| 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’. |
| Setting an Indicative Budget | This procedure has been amended to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource section ‘Meeting Needs’. |
| Care and Support Planning Support Planning (Carers) |
This procedure has been amended to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource section ‘Meeting Needs’. |
| Signing Off a Care and Support Plan and Agreeing a Final Personal Budget Signing off a Support Plan and Agreeing a Final Personal Budget (Carers) |
This procedure has been amended to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource section ‘Meeting Needs’. |
| 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. |
| Legal Requirements of a Care and Support Plan Review and Tools Legal Requirements of a Support Plan Review and Tools (Carers) |
This procedure has been amended to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource section ‘Meeting Needs’. |
| 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’. |
| Preparing to Carry out a Support Plan Review (Carers) | Text amendments have been made to Section 5, 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’. |
| The Light Touch Review Conversation The Light Touch Review Conversation (Carers) |
This procedure has been amended to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource section ‘Meeting Needs’. |
| Preparing to Establish Needs (Child's Needs Assessment) | Text amendments have been made to Section 5, Arranging the Assessment and Preparing the Young 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’. |
| Preparing to Establish the Needs of Parent Carers | Text amendments have been made to Section 5, Arranging the Assessment and Preparing the Parent 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 | 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’. |
| Recording and Keeping Records | Section 3, Principles of Good Recording has been updated to include links to resources that support anti-discriminatory recording. |
| Providing Information about a Person or Carer | Section 1, Maintaining Confidentiality about a Person or Carer has been amended to clarify that the Data Protection Act 2018 and UK GDPR do not prevent the sharing of information for safeguarding purposes. |
| Social Media (use of) | Twitter has been changed to X (formerly Twitter). |
| Death of a Person or Carer | 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. |
| Deputyship and Financial Affairs | Information has been added to Section 4, Concerns About an Appointee, Deputy or Donee and Section 5, Exploring All Available Options to clarify that the Court of Protection can also revoke a Deputyship or Lasting Power of Attorney. Further information has also been added to Section 6, Making a Property and Affairs Deputyship Application regarding notifications. Also, information about fixed costs and Deputy renumeration has been updated in Section 5, Exploring all Available Options. |
| Debt Respite Scheme (Breathing Spaces) Procedure | Approved Mental Capacity Professionals have been removed from the list of individuals that can apply for a Mental Health Crisis Breathing Space. |
| Joint Packages of Health and Social Care | An amendment has been made to Section 3, Local Joint Package of Care Arrangements to clarify that the Care and Support Statutory Guidance requires the Local Authority and ICB to agree a local dispute resolution process to resolve any disputes regarding the apportionment of funding in joint funded care and support packages. |
| NHS Continuing Health Care Procedure | Amendments have been made to Section 2, An Introduction to NHS Continuing Healthcare Funding and Section 5, Providing Information and Advice about NHS Continuing Healthcare. This included adding information about PUPoC (Previously unassessed periods of care). |
| End of Life Procedures and Practice Guidance | The SCIE End of Life Hub has been removed from Section 7, Good Practice Guidance for End of Life as it is no longer available. It has been replaced with BASW guidance: The role of social workers in palliative, end of life and bereavement care. |
| Understanding the Mental Health Act 1983 | Text improvements have been made. 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). |
March 2024
| Updated Procedures | |
| Procedure Title | Details |
| 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. |
| 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. |
| 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’. |
| Receiving a Contact or Referral | A new section has been added: ‘Identifying Carers’. |
| Requesting a Financial Assessment | Text amends have been made to reflect changes made to the chapter ‘Financial Assessment’. |
| The Transition Plan | 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. |
| Deputyship and Financial Affairs | 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 was added to Section 2, ‘Identifying Support Needs’. |
| CareCubed Procedure | This chapter has been reviewed. As part of this review, the telephone number for iESE was removed as it is no longer valid. |
| 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. |
| 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. |
| Ordinary Residence Procedure | A link to the Section 117 Aftercare chapter section on ordinary residence has been added. |
| 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 amendments 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. |
| No Recourse to Public Funds | A link to the government guidance ‘Asylum support’ has been added to Section 7, ‘Providing Information and Advice’. The guidance ‘Supporting Migrants Lacking Mental Capacity in Relation to Immigration Matters’ was added to Section 1, Using this Procedure and Further Guidance. |
| Prisons and Approved Premises | This chapter was fully reviewed and refreshed. |
| Social Circumstances Report | This chapter was fully reviewed and refreshed. |
| New Procedures and Features | |
| Procedure Title | Details |
| Equality, Diversity and Human Rights | This new chapter has been added to the universal procedures. |
| Acting as an Appropriate Adult | This new chapter has been added to the manual. |
| Understanding the Mental Health Act 1983 | This new chapter has been added to the manual. |
| Community Mental Health Framework | This new chapter has been added to the manual. |
September 2023
| Updated Procedures | |
| Procedure Title | Details |
| Deprivation of Liberty Safeguards Procedure | Section 4, Understanding the Deprivation of Liberty Safeguards has been updated to provide greater clarity on state imputability. Section 15, Challenging an Authorisation using Section 21A and Section 16, 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. This also included moving information about Best Interests into the Section 6, Applying to the Court, adding information about the National Deprivation of Liberty Court and adding a new Section 8, Challenging a DoLS Authorisation using Section 21A. |
| Contact and Referral Adult Care and Support Procedures (CMHT and CMHTOA) |
Information about the Caldicott Principles has been added. |
| Actions and Next Steps (All Variations) |
Information about the Caldicott Principles has been added. |
| Deciding the Outcome of a Contact or Referral (All Variations) |
The Ordinary Residence section had been reviewed and refreshed. |
| Providing Information about a Person or Carer | The Ordinary Residence section had been reviewed and refreshed. |
| Deputyship and Financial Affairs | This chapter has been fully reviewed and refreshed. |
| Debt Respite Scheme (Breathing Spaces) Procedure | A new Section 2, Final Demand Guide has been added. 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. |
| Joint Packages of Health and Social Care | This chapter has been 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. |
| 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 chapter 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 been updated to include Shared Lives placements. |
| Section 117 Aftercare | References to the Care Programme Approach have been removed. 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. Section 9, Further Information has also been updated to include a link to the Community Mental Health Framework for Adults and Older Adults documents. |
| Removed Procedures | |
| Procedure Title | Details |
| Liberty Protection Safeguards Procedure | Following the Government's decision to delay implementations of the Liberty Protection Safeguards, this procedure has been deleted. |
| Care Programme Approach | This chapter 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 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. |
| 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. |
| Recording and Keeping Records | The Providing Information about a Person or Carer has been linked to this policy. |
| Requesting Adult Social Care Support | The Providing Information about a Person or Carer policy has been linked to this policy. |
| Contact and Referral Adult Care and Support Procedures (CMHT and CMHTOA) |
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. |
| Support Planning (Carers) |
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. |
| 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. |
| Actions Following a Care and Support Plan Review | 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. |
| Actions Following a Support Plan Review (Carers) |
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. |
| Legal Requirements of a Support Plan Review and Tools (Carers) |
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. |
| 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. |
| 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. |
| 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. |
| 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. |
| CareCubed Procedure | This procedure has been updated to reflect the fact that CareCubed no longer works on individual licenses. |
| 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 |
| 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. |
September 2022
| Updated Procedures | |
| Procedure Title | Details |
| Liberty Protection Safeguards Procedure | Procedure has been updates due to revised implementation timescales. |
| Deputyship and Financial Affairs | Extra information has been added into Section 6 around the court's requirements for 3 respondents in making a Deputyship Application. |
| 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. |
| Whole site search | A link to the new policy Recording and Keeping records has been added to the following: All recording should be in line with local recording requirements. For further guidance see: Recording and Keeping Records. |
| Whole Site Search Clinical Commissioning Group/CCG (various procedures) |
All occurrences have been changed to 'Integrated Care Board/ICB' in line with the Health and Care Act which was implemented on 1st July 2022. |
| New Procedures and Features | |
| Procedure Title | Details |
| Recording and Keeping Records | New chapter has been added to Specialist and Universal Procedures |
March 2022
| Updated Procedures | |
| Procedure Title | Details |
| Introduction | New subheadings, and information about amendments and local resources have been added. |
| Commissioning and Brokerage Procedure | The following sections have been relocated to the procedure 'Arranging Support and Services':
|
| Arranging Support and Services | The following new sections have been added:
|
| Arranging Support and Services (ICS) | The following new section has been added: Section 4, Self Funders. |
| 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". |
| Legal Services | This procedure has been refreshed. |
September 2021
| Updated Procedures | |
| Procedure Title | Details |
| ForestCare | The Forestcare telephone number has been updated. Instructions to find the latest costs have also been included. |
| Safeguarding Adults | Adult Safeguarding Procedures has been renamed 'Safeguarding Adults'. The process for raising an internal safeguarding concern has also been updated to reflect local processes |
| 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. |
| Default Procedures | 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. |
| Local Resource signposting (various procedures) | All text signposting users to the Local Resources has been replaced with text signposting users to the intranet. |
| 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. |
Adult Community Team procedures (various)
|
To support the merging of the 3 team homepages, these new procedures have been created. This is to ensure that both the needs of social work and OT practitioners are met. |
| Updated Structure | Details |
Procedures by Team:
|
The 3 separate team homepages have been merged into a single homepage for the whole Adult Community Team. This page contains all procedures for the whole team. |
| Team homepage: Adult Community Team (Duty Function) | This team page has been deleted. Relevant information/procedures has been transferred to the new Adult Community Team single homepage. |
| Team homepage: Adult Community Team (Occupational Therapy) | This team page has been deleted. Relevant information/procedures has been transferred to the new Adult Community Team single homepage. |
| Specialist and Universal Procedures | This section has been re-ordered and sub-divided into 'Specialist Procedures' and 'Universal Procedures' for improved accessibility. |
