Amendments
May 2024
| Updated Procedures | |
| Procedure Title | Details |
| Safeguarding Adults | This chapter has been locally reviewed and minor text amends made. |
| 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 has been added to Section 7, Receiving a Standard Authorisation Request. |
| Financial Assessment Procedure | This chapter has been replaced with an updated version following a full review. There are some local additions to the content. 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’. |
| Direct Payments | This chapter has been locally reviewed and relevant amends made. This has included adding details about Vibrance. |
| Receiving a Contact | A new section has been added ‘Identifying Carers’. |
| Receiving a Contact or Referral (Occupational Therapy) | A new section has been added ‘Identifying Carers’. |
| Introduction, Legal Requirements and Tools (Occupational Therapy) | 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’. Information about focussed assessments was also added to the section ‘Tools and Practice Guidance to Establish Needs’. |
| Preparing to Establish Needs (Occupational Therapy) | 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’. |
| 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’. |
| How to Access the Team | A new Section 1, Background has been added to the chapter. |
| Introduction, Legal Requirements and Tools (Adult Procedures (Life Planning)) | 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 (Adult Procedures (Life Planning)) | 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’. |
| Preparing to Carry out a Care and Support Plan Review (Adult Procedures (Life Planning)) | 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’. |
| Introduction, Legal Requirements and Tools (Carers) | 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 the Needs of Adult Carers (Carers) | Text amends have been made to the section ‘Arranging the Assessment and Preparing the 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 (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’. |
| Understanding and Applying Eligibility Criteria (Carers) | 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’. |
| Preparing to Carry out a Support Plan Review (Carers) | Text amends have been made to the section ‘Arranging the Review and Preparing the 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’. |
| 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. |
| Social Media (use of) | Twitter has been changed to X (formerly Twitter). |
| 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 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 | The Home Office Status, Verification, Enquiries and Checking service email was updated. A link to the government guidance ‘Asylum support’ was also added to Section 7, Providing Information and Advice. |
| Prisons and Approved Premises | This chapter has been fully reviewed and refreshed. |
| 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 new chapter has been added to the Universal Procedures section. |
| Discharge to Assess (Home First) | This new chapter has been added to the Universal Procedures section. |
| Acting as an Appropriate Adult | This new chapter has been added to the Specialist Procedures section. |
| Next Update: November 2024 |
February 2024
| Updated Procedures | |
| Procedure Title | Details |
| Care Technology | This chapter has been updated to reflect the change in process for arranging Care Technology. |
November 2023
| Updated Procedures | |
| Procedure Title | Details |
| Deprivation of Liberty Safeguards Procedure | Greater clarity on state imputability has been provided. A new Section 17, Challenging an Authorisation using Section 21A and a new Section 18, The Future of the Deprivation of Liberty Safeguards have been added. |
| Recognising and Responding to Deprivations of Liberty | This chapter has been fully reviewed and refreshed. This included adding greater clarity on state imputability, 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. |
Deciding the Outcome of a Contact or Referral Deciding the Outcome of a Contact or Referral (Occupational Therapy) Deciding the Outcome of a Contact or Referral (Carers) Deciding the Outcome of a Contact (Community Solutions) |
The 'Ordinary Residence' section has been reviewed and refreshed. |
Actions and Next Steps Actions and Next Steps (Community Solutions) Actions and Next Steps (Occupational Therapy) Actions and Next Steps (Adult Procedures (Life Planning)) |
Information about the Caldicott Principles has been added into the 'Providing Information about a Person' section. |
| Actions and Next Steps (Carers) | Information about the Caldicott Principles has been added into the 'Providing Information about a Carer' section. |
| The Transition Plan (Transition Procedures) | The 'Making Finance Decisions for Young People: Parent and Carer' government toolkit has been added to the list of tools to support the Transition Plan conversation. |
| How to Access the Team | Information about how to access the CHAT has been updated. |
| Providing Information about a Person or Carer | Information about the Caldicott Principles has been added. |
| Debt Respite Scheme (Breathing Spaces) Procedure | A new added Section 2, Final Demand Guide has been. 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. |
| 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, Advance Care Planning has been refreshed to include information about the Universal Principles of Advance Care Planning. |
| Ordinary Residence Procedure | A link to the Section 117 Aftercare Procedure has been added into Section 4, Decisions about Ordinary Residence in Specific Circumstances. Section 5, Meeting the Urgent Needs of a Person who is not Ordinarily Resident has also 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 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. A link to the Community Mental Health Framework for Adults and Older Adults documents has been also added into Section 9, Further Information. |
| New Procedures and Features | |
| Procedure Title | Details |
| Understanding the Mental Health Act 1983 | This new chapter has been added into the Specialist Procedures section. |
| Community Mental Health Framework | This new chapter has been added into the Specialist Procedures section. |
| Removed Chapters | |
| Procedure Title | Details |
| Liberty Protection Safeguards Procedure | This chapter has been deleted following the government's decision to delay implementation. |
September 2023
| Updated Procedures | |
| Procedure Title | Details |
| Care Technology | 'Assistive Technology and Telecare' has been renamed 'Care Technology' and fully refreshed and updated to include the new process for arranging care technology from Alcove. |
May 2023
| Updated Procedures | |
| Procedure Title | Details |
| Welcome page | A new introduction from Operational Director Susanne Knoerr has been added. |
| Actions and Next Steps (all variants) | 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 | A link has been added in Section 9, Access to Records and Information Sharing to the new Providing Information about a Person or Carers chapter in the Universal Procedures section. |
| Joint Packages of Health and Social Care | A link has been added in Section 1, Section 117 to the new Section 117 Aftercare chapter. |
| New Procedures and Features | |
| Procedure Title | Details |
| Providing Information about a Person or Carer | This new procedure has been added to the Universal Procedures section. The information previously sat in the chapter 'Actions and Next Steps' but has been relocated. |
| Section 117 Aftercare | This new procedure has been added to the Specialist Procedures section. |
| Removed Chapters | |
| Procedure Title | Details |
| Assessment Team | This team has been removed. |
| Care Programme Approach | This chapter has been deleted as the CPA has been replaced by the Community Mental Health Framework. |
November 2022
| 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 core content. |
| Care and Support Planning | Section 14, Deciding how the Plan will be Reviewed and Monitored 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 Care and Support Plan Review and Tools | Section 3, Legal Requirements of Review and Section 6, Refusal of a Review by the Local Authority have 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 Care and Support Plan Review | Section 5, Arranging the Review and Preparing the Person has 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 Timeframe 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 13, Deciding how the Plan will be Reviewed and Monitored has been revised to better clarify the statutory requirements around the frequency in which Support Plans should be reviewed. |
| Legal Requirements of a Support Plan Review and Tools | Section 2, Legal Requirements of Review and Section 5, Refusal of a Review by the Local Authority have been revised to better clarify the statutory requirements around the frequency in which Support Plans should be reviewed. |
| Preparing to Carry Out a Support Plan Review | Section 4, 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. |
| Actions Following a Support Plan Review | Section 1, Deciding the Timeframe for the Next Review has been revised to better clarify the statutory requirements around the frequency in which Support Plans should be reviewed. |
| Liberty Protection Safeguards Procedure | This procedure has been updated due to revised implementation timescales. |
| Social Circumstances Report | Section 2, A Brief Introduction to Social Circumstances Reports has been updated to clarify who can complete a Social Circumstances Report, and Section 6, Writing the Report has been updated to include links to the HM Courts & Tribunals Service forms. |
| Various procedures | All occurrences of Clinical Commissioning Group/CCG's across the tri.x site were replaced by Integrated Care Boards/ICBs. This change was made to reflect changes introduced by the Health and Care Act 2022. This change affected multiple procedures. |
| New Procedures and Features | |
| Procedure Title | Details |
| Recording and Keeping Records | This new procedure has been added to the Universal Procedures section. Relevant links to it have also been added. |
May 2022
| Updated Procedures | |
| Procedure Title | Details |
| The Duty to co-operate (various procedures) "Where the Local Authority requests another party to 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" |
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 chapter has been refreshed. |
| 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. |
November 2021
| Updated Structure | |
| Procedure Title | Details |
| Contents List | The drop down contents tabs have been replaced with a Contents Page. This change makes the Contents List more accessible and user friendly. |
| Specialist and Universal Procedures | Specialist and Non-Frequent Procedures has been renamed Specialist and Universal Procedures. This section has been re-ordered and sub-divided into 'Specialist Procedures' and 'Universal Procedures' for improved accessibility. |
| Main homepage | A Local Resources button has been added to the large tabs on the homepage for increased visibility. This has been achieved by amalgamating The Care Act 2014 and The Mental Capacity Act 2005 Resource and Practice Toolkit into a single tab. Subheadings. |
| Community and Hospital Assessment Team | This team homepage has been added to the site. |
| Joint Assessment and Discharge Team | This team homepage has been deleted from the site. |
| Updated Procedures | |
| Procedure Title | Details |
| Introduction | New subheadings, and information about amendments and local resources have been added. |
| Safeguarding Adults | The procedure 'Adult Safeguarding Procedures' has been renamed to better reflect its scope. All tabs have also been updated accordingly. A new Section 5, Safeguarding Adults Complex Cases Group has also been added. |
| Direct Payments | A new introduction has been added to this procedure. |
| Arranging Support and Services | A new Section 9, Out of Area Services has been added. |
| How to Access the Team | Information in Section 1, How the Team can be Accessed has been updated. Information about the Joint Assessment and Discharge Team has been removed, and information about the CHAT added. |
| Providing Equipment | The procedure 'Meeting Needs Under the Care Act' has been renamed to better reflect the scope of the procedure. |
| 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 |
| 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, which came into force in England and Wales on 4th May 2021. |
| Deleted Procedures | |
| Establishing Ordinary Residence (Carers) | This version has been deleted. The link now directs practitioners to the default version, which has been amended to incorporate information relevant to Carers services. |
| Requesting a Financial Assessment (Carers) | This version has been deleted. The link now directs practitioners to the default version, which has been amended to incorporate information relevant to Carers services. |
| Arranging Support and Services (Carers) | This version has been deleted. The link now directs practitioners to the default version, which has been amended to incorporate information relevant to Carers services. |
| Requesting a Financial Assessment (Occupational Therapy) | This team specific version has been deleted. The link now directs practitioners to the default version, which has been amended to incorporate information relevant to OT services. |
| Understanding and Applying Eligibility Criteria (Occupational Therapy) | This team specific version has been deleted. The link now directs practitioners to the default version, which has been amended to incorporate information relevant to OT services. |
May 2021
| New Procedures and Features | |
| Procedure Title | Details |
| 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. |
| 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 in Section 6, Identifying People with NRPF and Section 10, Human Rights Assessment. |
November 2020
| New Procedures and Features | |
| Procedure Title | Details |
| Storage of Data on Practitioners Mobile Devices | This new procedure has been added. |
May 2020
| Updated Procedures | |
| Procedure Title | Details |
| Recognising and Responding to Deprivations of Liberty | References to parental consent in relation to deprivations of liberty for 16 and 17 year olds have been removed in response to the Supreme Court judgement RE D (A Child) on 26th September 2019. This declared that parents cannot provide such consent. |
| Social Media (use of) | The procedure has been updated to reflect guidance on social media from the new social work regulator, Social Work England. |
November 2019
| Updated Procedures | |
| Procedure Title | Details |
| Direct Payments | A link has been added to further guidance about the 4 consecutive weeks in a care home rule. |
| Joint Packages of Health and Social Care | The use of this procedure has been clarified in regards to Section 117 funding arrangements. |
| New Procedures and Features | |
| Procedure Title | Details |
| Liberty Protection Safeguards Procedure | The NEW procedure has been added. |
May 2019
| Updated Procedures | |
| Procedure Title | Details |
| NHS Continuing Healthcare Procedure | The information and advice section of this procedure has been updated to include a link to the new DOHSC public information leaflet. |
| Interpreter and Translation Services | Section 4, Family and Friends as Interpreters has been updated to provide clarification about the appropriate use of family members or friends as interpreters under the Care Act. |
| Throughout the Procedures | |
| Strengths Based Approaches | All 'Strengths Based Approach' sections have been updated to include a reference and link to the Department of Health and Social Care publication-Strength based approach: Practice Framework and Practice Handbook. |
| Exploring and Managing Different Views | A tool from Halo Psychology has been added to the tri.x Resources area 'Six Tips to Help You Have Difficult Conversations'. This has also been referenced and linked in all versions of The Skilled Conversation and Care and Support Planning procedures. This resource was accessed from LinkedIn on 13/02/2019. |
November 2018
| Updated Procedures | |
| Procedure Title | Details |
| Providing Information about a Person | All 'Providing Information about a Person' sections have been updated to reflect changes in data protection legislation. |
| Joint Packages of Health and Social Care Procedure | This procedure has been renamed and refreshed to reflect the revised National Framework for NHS Continuing Healthcare and NHS-funded Nursing Care, which came into effect on 1st October 2018. |
| Death of a Person | A new section 'Arranging a Funeral' has been added to provide guidance about the circumstances when the Local Authority is responsible. |
| NHS Continuing Health Care Procedures | This procedure has been updated to reflect the revised National Framework for NHS Continuing Healthcare and NHS-funded Nursing Care, which came into effect on 1st October 2018. |
| NHS-funded Nursing Care Procedure (FNC) | This procedure has been updated to reflect the revised National Framework for NHS Continuing Healthcare and NHS-funded Nursing Care, which came into effect on 1st October 2018. |
| No Recourse to Public Funds | Terminology and grammatical changes made only. |
| New Procedures and Features | |
| Procedure Title | Details |
| Social Media (use of) | This new procedure has been added to provide guidance on appropriate use of social media by practitioners. |
