Skip to content
Company Logo

Amendments

2024

November 2024

Deputyship and Financial Affairs

In November 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 about notifications was added to Section 6, Making a Property and Affairs Deputyship Application, regarding notifications. Information about fixed costs and Deputy renumeration was also updated in Section 5, Exploring all Available Options.

The Light Touch Review Conversation (Carers)

In November 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’.

Joint Packages of Health and Social Care

In November 2024, an amendment was 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.  

Legal Requirements of a Support Plan Review and Tools

In November 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’.

Understanding the Mental Health Act 1983

In November 2024, text improvements were made to this chapter. 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.

Support Planning

In November 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’.

Arranging Support and Services

In November 2024, Section 8, Out of Area Services was updated to clarify that Extra Care Housing is classified as specified accommodation.

Setting an Indicative Budget

In November 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’.

Understanding and Applying Eligibility Criteria (Locality Teams)

In November 2024, Section 3, Applying the Eligibility Criteria was 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.

End of Life Procedures and Practice Guidance

In November 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.

Providing Information about a Person or Carer

In November 2024, Section 1, Maintaining Confidentiality about a Person or Carer was amended to clarify that the Data Protection Act 2018 and UK GDPR do not prevent the sharing of information for safeguarding purposes.

The Light Touch Review Conversation

In November 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’.

Care and Support Planning

In November 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’.

Signing off a Support Plan and Agreeing a Final Personal Budget

In November 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’.

Debt Respite Scheme (Breathing Spaces) Procedure

In November 2024, Approved Mental Capacity Professionals were removed from the list of individuals that can apply for a Mental Health Crisis Breathing Space.

NHS Continuing Healthcare Procedure

In November 2024, amendments were 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).

Understanding and Applying Eligibility Criteria

In November 2024, Section 3, Applying the Eligibility Criteria was 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.

Signing Off a Care and Support Plan and Agreeing a Final Personal Budget

In November 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’.

Legal Requirements of a Care and Support Plan Review and Tools

In November 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’. 

Death of a Person or Carer

In November 2024, information was 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.

Recording and Keeping Records

In November 2024, Section 3, Principles of Good Recording was updated to include links to resources that support anti-discriminatory recording.

Deprivation of Liberty Safeguards Procedure

In November 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 has been added with information about responding to requests from an eligible person. The link to the ADASS Priority Tool for Deprivation of Liberty Requests was updated in Section 5, Receiving a Standard Authorisation Request.

Recognising and Responding to Deprivations of Liberty

In November 2024, this chapter has been updated following a full tri.x legal review.

Direct Payments

In November 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’.

May 2024

Requesting a Financial Assessment

In May 2024, text amends were made to reflect changes made to the chapter ‘Financial Assessment’.

Joint Packages of Health and Social Care

In May 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.

Preparing to Carry out a Support Plan Review

In May 2024, text amends have been made to Section 5, 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’.

NHS-funded Nursing Care Procedure (FNC)

In May 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.

Deprivation of Liberty Safeguards Procedure

In May 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.

Prisons and Approved Premises

In May 2024, this chapter was fully reviewed and refreshed.

Preparing to Carry out a Care and Support Plan Review

In May 2024, text amends have been made to Section 5, 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 the Needs of Parent Carers

In May 2024, text amends have been made to Section 5, 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’. 

No Recourse to Public Funds (NRPF)

In May 2024, the Home Office Status, Verification, Enquiries and Checking service email was updated. Additionally, a link to the government guidance ‘Asylum support’ was added to Section 7, Providing Information and Advice.

CareCubed Procedure

In May 2024, this chapter was reviewed. As part of this review, the telephone number for iESE was removed as it is no longer valid.

Preparing to Establish Needs (Child's Needs Assessment)

In May 2024, text amends have been made to Section 5, 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’.

The Enablement Review

In May 2024, text amends have been made to Section 7, Preparing for the Review. 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’.

Social Media (use of)

 In May 2024, Twitter was changed to X (formerly Twitter).

Understanding and Applying Eligibility Criteria (Locality Teams)

In May 2024, minor text amends were made to Section 3, 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’.

Receiving a Contact or Referral

In May 2024, a new Section 5, Identifying Carers was added.

Introduction, Legal Requirements and Tools (Carers)

In May 2024, text amends have been made to Section 3, 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’.  

Arranging Support and Services

In May 2024, Section 8, Out of Area Services was updated to reflect amends made previously to Ordinary Residence chapters following a legal review.

Recognising and Responding to Deprivations of Liberty

In May 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.

Service Interruptions and Provider Failure

In May 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’.

Preparing to Establish Needs (Carers)

In May 2024, text amends have been made to Section 5, 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’.  

NHS Continuing Healthcare Procedure

In May 2024, relevant text amends have been made throughout to reflect the feedback received following a full tri.x legal review.

The Transition Plan

In May 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.

Introduction, Legal Requirements and Tools

In May 2024, text amends have been made to Section 3, 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’.

Understanding and Applying Eligibility Criteria

In May 2024, minor text amends have been made to Section 3, 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 Establish Needs

In May 2024, text amends have been made to Section 5, 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 Establish the Needs of Young Carers

In May 2024, text amends have been made to Section 5, 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’.

Deputyship and Financial Affairs

In May 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.

Understanding and Applying Eligibility Criteria (Carers)

In May 2024, minor text amends have been made to Section 3, 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’.

Continuity of Care Arrangements

In May 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’.

Social Circumstances Report

In May 2024, this chapter was fully reviewed and refreshed.

Financial Assessment

In May 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 ‘Charging and Assessing Financial Resources’.

Preparing to Establish Needs (Locality Teams)

In May 2024, text amends were made to Section 5, 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’.  

Section 117 Aftercare

In May 2024, a scope box has been added to the 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).

2023

November 2023

Recognising and Responding to Deprivations of Liberty

In November 2023, this chapter was fully reviewed and refreshed. This included moving information about Best Interests into the section ‘Applying to the Court’, adding information about the National Deprivation of Liberty Court and adding a new section ‘Challenging a DoLS Authorisation using Section 21A’. Section 2, Identifying Deprivations of Liberty (ages 18 and over) and Section 5, Identifying and Responding to Deprivations of Liberty (ages 16 and 17) were also both updated to provide greater clarity on state imputability. 

Section 117 Aftercare

In November 2023, Section 3, Ordinary Residence was updated to reflect the Supreme Court judgement R (Worcestershire County Council) v Secretary of State for Health and Social Care [2023] UKSC 31.

Additionally, a link to the Community Mental Health Framework for Adults and Older Adults documents was added to Section 9, Further Information and references to the Care Programme Approach (CPA) have been removed.

Providing Information about a Person or Carer

In November 2023, information about the Caldicott Principles was added.

Deprivation of Liberty Safeguards Procedure

In November 2023, this chapter was reviewed and refreshed. This has included providing greater clarity on state imputability and adding section 15 ‘Challenging an Authorisation using Section 21A’ and section 16 ‘The Future of the Deprivation of Liberty Safeguards’. At the same time, the chapter Liberty Protection Safeguards Procedure was deleted.

End of Life Procedures and Practice Guidance

In November 2023, Section 10, Advance Care Planning was refreshed to include information about the Universal Principles of Advance Care Planning.

Understanding the Mental Health Act 1983

This new chapter was added to the Specialist Procedures section.  

Deputyship and Financial Affairs

In November 2023, this chapter was fully reviewed and refreshed.

Actions and Next Steps (Integrated Discharge Team)

In November 2023, information about the Caldicott Principles was added to the section ‘Providing Information about a Person’.

Monitoring Actions (Enablement)

In November 2023, Section 8, Reporting Concerns about a Service Provider was revised to better reflect the remit of the reablement team

Joint Packages of Health and Social Care

In November 2023 this chapter was fully reviewed and refreshed.

NHS Continuing Healthcare Procedure

NHS-funded Nursing Care Procedure (FNC)

Debt Respite Scheme (Breathing Spaces) Procedure

In November 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.

Actions and Next Steps

In November 2023, information about the Caldicott Principles was added to the section ‘Providing Information about a Person’.

Actions and Next Steps (Locality Teams)

In November 2023, information about the Caldicott Principles was added to the section ‘Providing Information about a Person’.

Deciding the Outcome of a Contact or Referral (Carers)

In November 2023, the section ‘Ordinary Residence’ was reviewed and refreshed.   

Deciding the Outcome of a Contact or Referral

Deciding the Outcome of a Contact or Referral (Locality Teams)

Deciding the Outcome of a Contact or Referral (Integrated Discharge Team)

Ordinary Residence Procedure

In November 2023, a link to the Section 117 Aftercare chapter section on ordinary residence was added.

In addition, Section 5, Meeting the Urgent Needs of a Person who is not Ordinarily Resident was reviewed and refreshed.

No Recourse to Public Funds (NRPF)

In November 2023, this chapter was refreshed throughout and amended to reflect changes to the immigration status requirements for people from EEA countries. In addition the guidance ‘Supporting Migrants Lacking Mental Capacity in Relation to Immigration Matters’ was added to section 1, Using this Procedure and Further Guidance.

Community Mental Health Framework

This new chapter was added to the Specialist Procedures section.  

Actions and Next Steps (Carers)

In November 2023, information about the Caldicott Principles was added to the section ‘Providing Information about a Carer’.

May 2023

Section 117 Aftercare

In May 2023, this new procedure was added into the Specialist Procedures section.

CareCubed Procedure

In May 2023, this procedure was updated to reflect the fact that CareCubed no longer works on individual licenses.

Joint Packages of Health and Social Care

Section 1, Section 117 was updated in May 2023 to add a link to the new Section 117 Aftercare Procedure.