Amendments
2024
September 2024
In May 2024, Section 4, Understanding the Deprivation of Liberty Safeguards was 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 was added with information about responding to requests from an eligible person. | |
In September 2024, this chapter was updated following a full tri.x legal review. | |
In September 2024, Approved Mental Capacity Professionals were removed from the list of individuals that can apply for a Mental Health Crisis Breathing Space. | |
In September 2024, the SCIE End of Life Hub was removed from Section 7, Good Practice Guidance for End of Life as it is no longer available. It was replaced with BASW guidance: The role of social workers in palliative, end of life and bereavement care. | |
In September 2024, this chapter was 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, Direct Payments. | |
In September 2024, Twitter was updated to X (formerly Twitter). | |
In September 2024, changes were made to the layout of the corporate website and as the form needs are changing they would like this page to link to the page the form sits on. | |
In September 2024, a scope box was 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 was also given a full legal review and additional information was 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). | |
In September 2024, information about the Probation Finder was added to Section 2, Information about Prisons and Approved Premises. | |
In September 2024, text amendments were made to Section 3, The Purpose of any Assessment. These amendments were made to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource chapter, The Purpose of Assessment. | |
In May 2024, information was 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 was also added to Section 6, Making a Property and Affairs Deputyship Application regarding notifications. | |
In October 2024, changes were made to the layout of the customers corporate website. The link was changed in Section 2, Information, Advice and Referrals. | |
In September 2024, text amendments were made to Section 4, Arranging the Assessment and Preparing the Person. These amendments were made to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource chapter, Carrying Out an Assessment. | |
In September 2024, text amendments were made to Section 3, The Purpose of any Assessment. These amendments were made to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource chapter, The Purpose of Assessment. | |
In September 2024, text amendments were made to Section 1, Arranging the Assessment and Preparing the Person. These amendments were made to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource chapter, Carrying Out an Assessment. | |
In September 2024, text amendments were made to Section 5, Arranging the Assessment and Preparing the Person. These amendments were made to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource chapter, Carrying Out an Assessment. | |
Legal Requirements of a Care and Support Plan Review and Tools | In September 2024, this chapter was amended to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource section, Meeting Needs. |
In September 2024, Section 8, Out of Area Services was updated to reflect amendments made previously to Ordinary Residence chapters following a legal review. | |
Signing Off a Care and Support Plan and Agreeing a Final Personal Budget | In September 2024, this chapter was amended to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource section, Meeting Needs. |
In September 2024, this chapter was amended to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource section, Meeting Needs. | |
In September 2024, minor text amendments were made to Section 3, Applying the Eligibility Criteria. These amendments were made to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource chapter, The National Eligibility Criteria. | |
In September 2024, text amendments were made to Section 5, Arranging the Assessment and Preparing the Person. These amendments were made to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource chapter, Carrying Out an Assessment. | |
In September 2024, minor text amendments were made to Section 3, Applying the Eligibility Criteria. These amendments were made to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource chapter, The National Eligibility Criteria. | |
In September 2024, this chapter was amended to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource section, Meeting Needs. | |
In September 2024, text amendments were made to Section 5, Arranging the Assessment and Preparing the Person. These amendments were made to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource chapter, Carrying Out an Assessment. | |
In September 2024, text amendments were made to Section 5, Arranging the Assessment and Preparing the Person. These amendments were made to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource chapter, Carrying Out an Assessment. | |
In September 2024, minor text amendments were made to Section 3, Applying the Eligibility Criteria. These amendments were made to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource chapter, The National Eligibility Criteria. | |
In September 2024, this chapter was amended to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource section, Meeting Needs. | |
In September 2024, text amendments were made to Section 5, Arranging the Review and Preparing the Person. These amendments were made to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource chapter, Carrying Out an Assessment. | |
In September 2024, this chapter was amended to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource section, Meeting Needs. | |
In September 2024, text amendments were made to Section 3, The Purpose of any Assessment. These amendments were made to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource chapter, The Purpose of Assessment. | |
In September 2024, this chapter was amended to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource section, Meeting Needs. | |
In September 2024, text amendments were made to Section 5, Arranging the Assessment and Preparing the Person. These amendments were made to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource chapter, Carrying Out an Assessment. | |
In September 2024, text amendments were made to Section 5, Arranging the Review and Preparing the Person. These amendments were made to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource chapter, Carrying Out an Assessment. |
March 2024
In March 2024, 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. | |
In March 2024, this new chapter was added to the Universal Procedures Section. | |
In March 2024, Section 6, 'Making a Property and Affairs Deputyship Application' was updated to include more information about notifications, and information about Carer's Card accounts was added to Section 2, 'Identifying Support Needs'. | |
In March 2024, 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. | |
In March 2024, relevant text amends have been made throughout to reflect the feedback received following a full tri.x legal review. | |
In March 2024, 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. | |
In March 2024, this chapter was reviewed. As part of this review, the telephone number for iESE was removed as it is no longer valid. | |
This chapter has been replaced with an updated version in March 2024 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'. | |
In March 2024, 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'. | |
In March 2024, this chapter was fully reviewed and refreshed. | |
In March 2024, a link to the government guidance 'Asylum support' was 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. In addition, The Home Office Status, Verification, Enquiries and Checking service email was updated in Section 6. | |
In March 2024, 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'. | |
In March 2024, 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'. | |
In March 2024, a new section was added 'Identifying Carers'. In addition, minor grammar changes required in Section 3. | |
In March 2023, text amends were made to reflect changes made to the chapter 'Financial Assessment'. | |
In March 2024, this chapter was fully reviewed and refreshed. | |
In March 2024, Section 4 was updated to include information about Section 135 (2). | |
In March 2024, this new chapter was added to the Specialist Procedures Section. | |
In March 2024, Section 8, 'Reporting Concerns about a Service Provider' was revised to better reflect the remit of the reablement team. | |
In March 2024, the government toolkit 'Making Finance Decisions for Young People: Parent and Carer Toolkit' was added to the list of tools to support the Transition Plan conversation. |
2023
September 2023
In September 2023, this chapter has been refreshed throughout and amended to reflect changes to the immigration status requirements for people from EEA countries. | |
In September 2023, this chapter has been fully reviewed and refreshed. | |
In September 2023, Section 10, Advance Care Planning has been refreshed to include information about the Universal Principles of Advance Care Planning. | |
In September 2023, Section 4, Understanding the Deprivation of Liberty Safeguards was updated to provide greater clarity on state imputability and Section 15, Challenging an Authorisation using Section 21A and Section 16, The Future of the Deprivation of Liberty Safeguards were added. At the same time, the chapter Liberty Protection Safeguards Procedure was deleted. | |
In September 2023, this new chapter was added to the Specialist Procedures. | |
In September 2023, this new chapter was added to the Specialist Procedures. At the same time, the Care Programme Approach chapter was deleted. This is because the CPA has been superseded by the Community Mental Health Framework. | |
In September 2023, Section 5, Meeting the Urgent Needs of a Person who is not Ordinarily Resident was reviewed and refreshed. | |
In September 2023 this chapter has been fully reviewed and refreshed. | |
In September 2023, this chapter was fully reviewed and refreshed. This included moving information about Best Interests into Section 7, Applying to the Court, providing greater clarity about state imputability, adding information about the National Deprivation of Liberty Court and adding a new Section 9, Challenging a DoLS Authorisation using Section 21A. | |
In September 2023, this chapter was fully reviewed and refreshed. | |
In September 2023, information about the Caldicott Principles was added. | |
In September 2023 this chapter has been fully reviewed and refreshed and a link to the new Section 117 Aftercare chapter has also been added. | |
In September 2023, information about the Caldicott Principles was added to the Section 5, Providing Information about a Person. | |
In September 2023, a new section was added ‘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. | |
In September 2023, information about the Caldicott Principles was added to Section 4, Providing Information about a Person. | |
In September 2023, information about the Caldicott Principles was added to Section 1, Providing Information about a Person. | |
In September 2023, information about the Caldicott Principles was added to the Section 4, Providing Information about a Carer. | |
In September 2023, Section 3, Establishing Ordinary Residence for New Referrals was reviewed and updated and information about the Caldicott Principles was added to Section 8, Providing Information about a Person/Carer. |
March 2023
Section 2, Deciding the Timeframe for the Next Review was revised in March 2023 to better clarify the statutory requirements around the frequency in which Support Plans should be reviewed. | |
Section 2, A Brief Introduction to Social Circumstances Reports was updated in March 2023 to clarify who can complete a Social Circumstances Report. Section 6, Writing the Report was also updated to include links to the HM Courts & Tribunals Service forms. | |
Section 3, Legal Requirements of Review and Section 6, Responding to a Review Request were both revised in March 2023 to better clarify the statutory requirements around the frequency in which 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 were both revised in March 2023 to better clarify the statutory requirements around the frequency in which Care and Support Plans should be reviewed. |
In March 2023, a link to the new chapter 'Providing Information about a Person or Carer' was added into Section 9, Access to Records and Information Sharing. | |
Section 5, Arranging the Review and Preparing the Person was revised in March 2023 to better clarify the statutory requirements around the frequency in which Care and Support Plans should be reviewed. | |
Section 2, Deciding the Timeframe for the Next Review was revised in March 2023 to better clarify the statutory requirements around the frequency in which Care and Support Plans should be reviewed. | |
This chapter was added in March 2023. | |
In March 2023, this procedure was updated to reflect the fact that CareCubed no longer works on individual licenses. | |
Section 14, Deciding how the Plan will be Reviewed and Monitored was revised in March 2023 to better clarify the statutory requirements around the frequency in which Support Plans should be reviewed. | |
Section 5, Arranging the Review and Preparing the Carer was revised in March 2023 to better clarify the statutory requirements around the frequency in which Support Plans should be reviewed. | |
Section 14, Deciding how the Plan will be Reviewed and Monitored was revised in March 2023 to better clarify the statutory requirements around the frequency in which Care and Support Plans should be reviewed. | |
In March 2023, information from this procedure relating to providing information about a person/carer was used to create a new standalone chapter in the Universal Procedures section. | |
2022
September 2022
This procedure was updated in September 2022. The following section was localised: 11.1 Deciding the timeframe for formal review of the plan. | |
This procedure was updated in September 2022. The following sections were localised: 1.2, How to arrange the assessment, 2.2, Consent and capacity, 2.6, Refused access to a person requiring an assessment and 6.3, How to decide the method of assessment. | |
This procedure was updated in September 2022. Information about notifying interested parties was added to Section 6, Making a Deputyship Application. This information explains the Court’s requirement for 3 respondents. | |
This procedure was updated in September 2022. The following sections were localised: 4.5, Talking about Wellbeing, 4.6, Wellbeing and capacity, 5.8, Exploring and managing different views about need, and 9.1, Safeguarding. | |
In September 2022, all references to 'Clinical Commissioning Groups/CCG's' were changed to 'Integrated Care Boards/ICB's'. This is in line with changes introduced in the Health and Care Act 2022 which came into force on 1st July 2022. A whole site search and replace of this terminology was also carried out. | |
In September 2022, this NEW tri.x procedure was added to the Universal Procedures section. A reference and link were also added to all occurrences of the following text: "All recording should be in line with local recording requirements". | |
This procedure was updated in September 2022. Section 3, Ordinary Residence was refreshed to provide added clarity around ordinary residence during detention, and the responsibility for meeting needs. |
