Amendments

November 2023

Caption: November 2023 Amendments
   
Updated Procedures
Procedure Title Details
Deciding the Outcome of a Contact or Referral The section ‘Ordinary Residence’ has been reviewed and refreshed.
Actions and Next Steps (First Point of Contact) Information about the Caldicott Principles has been added to the section ‘Providing Information about a Person/Carer’.
Deciding the Outcome of a Contact or Referral (Hospital Pathway Team) The section ‘Ordinary Residence’ has been reviewed and refreshed.
Actions and Next Steps (Hospital Pathway Team) Information about the Caldicott Principles has ben added to the section ‘Providing Information about a Person/Carer’.
Actions and Next Steps (START) Information about the Caldicott Principles has been added to the section ‘Providing Information about a Person/Carer’.
Actions and Next Steps Information about the Caldicott Principles has been added to the section ‘Providing Information about a Person/Carer’.
Deprivation of Liberty Safeguards Procedure Section 15, Challenging an Authorisation using Section 21A and Section 16, The Future of the Deprivation of Liberty Safeguards have been added. Section 4, Understanding the Deprivation of Liberty Safeguards was updated to provide greater clarity on state imputability.
Actions and Next Steps (Review Teams) Information about the Caldicott Principles has been added to the section ‘Providing Information about a Person/Carer’.
The Transition Plan (Transition to Adult Care and Support) 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.
Deciding the Outcome of a Contact or Referral (Carers) The section ‘Ordinary Residence’ has been reviewed and refreshed.
Actions and Next Steps (Carers) Information about the Caldicott Principles has been added to the section ‘Providing Information about a Person/Carer’.
Providing Information about a Person or Carer Information about the Caldicott Principles was added.
Deputyship and Appointeeship This chapter has been fully reviewed and refreshed.
Debt Respite Scheme (Breathing Spaces) Procedure A new section has been added: Section 2, Final Demand Guide. 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.
Recognising and Responding to Deprivation of Liberty This chapter was 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.
Joint Packages of Health and Social Care 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 Section 5, Meeting the Urgent Needs of a Person who is not Ordinarily Resident has been reviewed and refreshed and a link to the Section 117 Aftercare chapter section on ordinary residence was added.
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. Also, the guidance ‘Supporting Migrants Lacking Mental Capacity in Relation to Immigration Matters’ was added to Section 1, Using this Procedure and Further Guidance.
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. Also a link to the Community Mental Health Framework for Adults and Older Adults documents has been added to Section 9, Further Information.
New Procedures and Features
Procedure Title Details
Understanding the Mental Health Act This procedure has been added to the manual.
Community Mental Health Framework This new procedure has been added.
Caption: Next Amendments
 
Next Update: May 2024

May 2023

Caption: May 2023 Amendments
   
Updated Procedures
Procedure Title Details
Requesting Adult Social Care Support The Providing Information about a Person or Carer policy has been linked to this policy.
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.
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.
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.
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
Recording and Keeping Records This new chapter has been added in the Universal procedure section.
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.

November 2022

Caption: November 2022 Amendments
   
Updated Procedures
Procedure Title Details
Home 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.
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.
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.
Actions Following a Care and Support Plan Review Section 2, 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.
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.
Legal Requirements of a 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.
Actions Following a Support Plan Review Section 2, 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.
Deputyship and Appointeeship Extra information has been added to Section 6, Making a Deputyship or Appointeeship Application around the court's requirements for 3 respondents in making a Deputyship Application.
Debt Respite Scheme (Breathing Spaces) Procedure Grammatical errors have been corrected and local documents have been added to this policy.
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.
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.
New Procedures and Features
Procedure Title Details
Recording and Record Keeping This new chapter has been added into the Specialist and Universal Procedures section.
Whole site search A link to the new policy Recording and Record Keeping has been added to the following:

All recording should be in line with local recording requirements.

For further guidance see: Recording and Record Keeping.

May 2022

Caption: May 2022 Amendments
   
Updated Procedures
Procedure Title Details
Legal Services This procedure has been refreshed.
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".

November 2021

Caption: November 2021 Amendments
   
Updated Procedures
Procedure Title Details
Introduction New subheadings, and information about amendments and local resources has been added.
Safeguarding Adults The procedure 'Adult Safeguarding Procedures' has been renamed to better reflect its scope. All tabs have also been updated accordingly.
Commissioning and Brokerage

The following sections have been relocated to the procedure 'Arranging Support and Services':

  • Section 11, Self Funders;
  • Section 12, Out of Area Services.
No information has been changed during the move.
Arranging Support and Services The following new sections have been added:
  • Section 7, Self Funders;
  • Section 8, Out of Area Services.
AMHP Procedure A typo has been corrected (AHMP to AMHP).
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.

May 2021

Caption: May 2021 Amendments
   
Updated Structure
Procedure Title Details
Main Homepage The Deprivation of Liberty procedures have been relocated to other areas of the site.

The Deprivation of Liberty tab has been renamed Local Resources and provides a direct link to the Local Resources area.
Teams Homepage The following teams have been removed from the page as they were not applicable as standalone teams:
  • Mental Health (Social Work);
  • Occupational Therapy (relevant OT procedures have been incorporated into START and First Response Teams).
The following teams have been added to the page:
  • Review Teams;
  • DoLS;
  • Sensory Service;
  • Admiral Nurse Service;
  • Public Health Team;
  • Encompass.

The following teams have been renamed:

  • 'Reablement' is now 'START';
  • 'Hospital Discharge' is now 'Hospital Pathway Team';
  • 'Learning Disability' is now 'All Age Learning Disability';
  • 'Locality Team' is now 'First Response Team'.
Team Introductions Introductions have been added for the following teams:
  • First Point of Contact;
  • Hospital Pathway Team;
  • START;
  • First Response Teams;
  • Review Teams;
  • All Age Learning Disability.
Specialist and Universal Procedures

This section has been re-ordered and sub-divided into 'Specialist Procedures' and 'Universal Procedures' for improved accessibility.

The following procedures have also been relocated to this section of the site:

  • Recognising and Responding to Deprivations of Liberty;
  • Liberty Protection Safeguards Procedure.
Updated Procedures
Procedure Title Details
Requesting Adult Social Care Support Section 3, Requesting Adult Social Care support has been updated with additional information about the self-referral process.
Assistive Technology and Telecare This procedure has been localised with information about ElderCare UK and the local process for arranging and managing Telecare.
AMHP Procedure This procedure has been localised with information about the process of referring to the AMHP Duty Team.
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.
Deputyship and Financial Affairs This procedure has been renamed to 'Deputyship and Appointeeship'.

References to the 'team responsible for managing deputyships' have been replaced with references to the 'Client Finance Team'.

Section 6, Making a Deputyship or Appointeeship Application has been updated to reflect local requirements.
START Procedures (various) All references to arranging, monitoring and reviewing reablement provision being provided by an external agency have been removed, as this is not applicable to Sutton.
Actions Following a Care and Support Plan Review Section 13, Reporting Concerns about a Service Provider has been updated to include information about the Sutton Provider Concern Protocol.

The following procedures have also been updated with this information:
  • Actions Following a Support Plan Review;
  • Monitoring Actions (Reablement);
  • Monitoring and Review (Occupational Therapy).
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
Sensory Service A new procedure has been added.
Admiral Nurse Service A new procedure has been added.
Public Health Team A new procedure has been added.
Encompass A new procedure has been added.
Review Team

The following new procedures have been created for this team:

  • Receiving a Contact or Review Request;
  • Deciding the Outcome of a Contact or Review Request;
  • Actions and Next Steps (Review Team).
All other procedures apply to other teams.
Removed Procedures
Individual Service Funds

This procedure has been deleted.

All references to arranging or reviewing individual service funds have also been deleted from the site.
Care Cubed Procedure This procedure has been deleted.
Care Programme Approach This procedure has been deleted.

November 2020

Caption: November 2020 Amendments
   
Updated Procedures
Procedure Title Details
Mental Health (Social Work) New guidance from Health Education England to support mental health social workers working in the NHS has been added to the Mental Health introduction.
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.
New Procedures and Features
Procedure Title Details
Storage of Data on Practitioners Mobile Devices This new procedure has been added.