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3.Safeguarding Adults
- 3.0.1Safeguarding AdultsDecember 2, 2025
4.Deprivation of Liberty
- 4.0.1Deprivation of Liberty Safeguards ProcedureDecember 2, 2025
- 4.0.2Recognising and Responding to Deprivations of LibertyJune 3, 2025
5.Universal Procedures (used by all teams)
- 5.0.1Equality, Diversity and Human RightsDecember 2, 2025
- 5.0.2Recording and Keeping RecordsDecember 2, 2025
- 5.0.3Providing Information about a Person or CarerDecember 2, 2025
- 5.0.4Financial AssessmentDecember 2, 2025
- 5.0.5Commissioning and Brokerage ProceduresNovember 7, 2022
- 5.0.6Direct PaymentsDecember 2, 2025
- 5.0.7Lifeline and Technology Enabled CareDecember 2, 2025
- 5.0.8Risk AssessmentDecember 2, 2025
- 5.0.9Lone WorkingNovember 7, 2022
- 5.0.10Joint WorkNovember 7, 2022
- 5.0.11Co-productionDecember 2, 2025
- 5.0.12Social Media (use of)December 2, 2025
- 5.0.13Storage of Data on Practitioners' Mobile DevicesDecember 2, 2025
- 5.0.14Interpreter and Translation ServicesDecember 2, 2025
- 5.0.15Death of a Person or CarerDecember 2, 2024
6.Specialist Procedures
- 6.0.1Individual Service FundsNovember 7, 2022
- 6.0.2Deputyship and Financial AffairsJune 3, 2025
- 6.0.3Debt Respite Scheme (Breathing Spaces) ProcedureJune 3, 2025
- 6.0.4Housing and HomelessnessDecember 2, 2025
- 6.0.5CareCubed ProcedureJune 3, 2024
- 6.0.6Minor Adaptations and Low Level EquipmentNovember 7, 2022
- 6.0.7Joint Packages of Health and Social CareDecember 2, 2024
- 6.0.8NHS Continuing Healthcare ProcedureDecember 2, 2025
- 6.0.9NHS-funded Nursing Care Procedure (FNC)June 3, 2024
- 6.0.10End of Life Procedures and Practice GuidanceJune 3, 2025
- 6.0.11Legal ServicesNovember 22, 2021
- 6.0.12Ordinary Residence ProcedureDecember 1, 2023
- 6.0.13Continuity of Care ArrangementsJune 3, 2024
- 6.0.14Cross Border PlacementsJune 3, 2024
- 6.0.15Protecting Moveable PropertyDecember 2, 2025
- 6.0.16Service Interruptions and Provider FailureJune 3, 2024
- 6.0.17No Recourse to Public Funds (NRPF)December 2, 2025
- 6.0.18Prisons and Approved PremisesDecember 2, 2025
- 6.0.19Acting as an Appropriate AdultDecember 2, 2025
- 6.0.20Working Effectively with Parents and Children's ServicesDecember 2, 2025
7.Independence & Wellbeing – Front Door
- 7.0.1Receiving a Contact or ReferralJune 3, 2025
- 7.0.2Deciding the Outcome of a Contact or Referral (Front Door)December 2, 2025
- 7.0.3Actions and Next StepsJune 3, 2025
- 7.0.4Monitoring Urgent or Interim Support and ServicesJune 3, 2024
8.Emergency Duty
- 8.0.1Receiving a Contact (Emergency Duty)November 7, 2022
- 8.0.2Deciding the Outcome of a Contact or ReferralDecember 2, 2025
- 8.0.3Providing Information and Advice or Sharing Information (Emergency Duty)December 1, 2023
- 8.0.4Urgent or Interim Support (Emergency Duty)December 2, 2024
9.STEPS
9.1Contact and Referral
- 9.1.1Receiving a Contact or ReferralJune 3, 2025
- 9.1.2Deciding the Outcome of a Contact or Referral (STEPS)December 2, 2025
- 9.1.3Actions and Next StepsJune 3, 2025
9.2Establishing Needs
- 9.2.1Introduction, Purpose and Tools (STEPS)June 3, 2024
- 9.2.2Preparing to Establish Needs (STEPS)June 3, 2025
- 9.2.3The Skilled Conversation (STEPS)December 2, 2025
- 9.2.4Agreeing Needs, Making a Formal Record and Next Steps (STEPS)November 7, 2022
9.3Meeting Needs
- 9.3.1The Enablement PlanDecember 2, 2025
- 9.3.2Arranging the Enablement ServiceNovember 7, 2022
9.4Monitoring and Reviewing Enablement
- 9.4.1Monitoring EnablementJune 3, 2024
- 9.4.2Monitoring Actions (STEPS)December 2, 2025
- 9.4.3The Enablement ReviewJune 3, 2025
- 9.4.4Deciding the Outcome of an Enablement Review and Making a Formal RecordNovember 7, 2022
- 9.4.5Actions Following an Enablement ReviewDecember 2, 2025
10.1Contact and Referral
- 10.1.1Receiving a Contact or ReferralJune 3, 2025
- 10.1.2Deciding the Outcome of a Contact or Referral (Therapy Services)December 2, 2025
- 10.1.3Actions and Next StepsJune 3, 2025
10.2Establishing Needs
- 10.2.1Introduction, Legal Requirements and Tools (Therapy Services)June 3, 2024
- 10.2.2Preparing to Establish Needs (Therapy Services)June 3, 2025
- 10.2.3The Skilled Conversation (Therapy Services)December 2, 2025
- 10.2.4Agreeing Needs, Making a Formal Record and Next Steps (Therapy Services)June 3, 2024
- 10.2.5Establishing Likely Eligibility for a Disabled Facilities GrantJune 3, 2024
- 10.2.6Understanding and Applying Eligibility Criteria (Therapy Services)December 2, 2025
- 10.2.7Communicating the Outcome and Next Steps (Therapy Services)December 2, 2025
10.3Meeting Needs
- 10.3.1Establishing Ordinary Residence (Therapy Services)November 7, 2022
- 10.3.2Requesting a Financial AssessmentJune 3, 2024
- 10.3.3Applying for a Disabled Facilities GrantJune 3, 2024
- 10.3.4The Outcome of the Disabled Facilities Grant Application and Next StepsJune 3, 2024
- 10.3.5Providing EquipmentJune 3, 2024
- 10.3.6Equipment in a Care HomeJune 3, 2024
- 10.3.7Providing Direct SupportJune 3, 2024
- 10.3.8Lifeline and Technology Enabled CareDecember 2, 2025
10.4Monitoring and Review
- 10.4.1Monitoring and ReviewDecember 2, 2025
11.1Contact and Referral
- 11.1.1Receiving a Contact or ReferralJune 3, 2025
- 11.1.2Deciding the Outcome of a Contact or Referral (Hospital Team)December 2, 2025
- 11.1.3Actions and Next StepsJune 3, 2025
11.2Discharge to Assess
- 11.2.1Discharge to Assess (Home First)June 3, 2024
- 11.2.2Monitoring Urgent or Interim Support and ServicesJune 3, 2024
11.3Establishing Needs
- 11.3.1Introduction, Legal Requirements and ToolsJune 3, 2024
- 11.3.2Preparing to Establish NeedsJune 3, 2025
- 11.3.3The Skilled ConversationDecember 2, 2025
- 11.3.4Agreeing Needs and Making a Formal RecordNovember 7, 2022
- 11.3.5Understanding and Applying Eligibility CriteriaDecember 2, 2025
- 11.3.6Communicating the Outcome and Next StepsDecember 2, 2025
11.4Meeting Needs
- 11.4.1Establishing Ordinary ResidenceJune 3, 2025
- 11.4.2Requesting a Financial AssessmentJune 3, 2024
- 11.4.3Setting an Indicative BudgetDecember 2, 2024
- 11.4.4Care and Support PlanningDecember 2, 2025
- 11.4.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetDecember 2, 2024
- 11.4.6Arranging Support and ServicesDecember 2, 2024
11.5Reviewing Support and Services
- 11.5.1Legal Requirements of a Care and Support Plan Review and ToolsDecember 2, 2024
- 11.5.2Preparing to Carry out a Care and Support Plan ReviewJune 3, 2025
- 11.5.3The Full Review ConversationDecember 2, 2025
- 11.5.4The Light Touch Review ConversationDecember 2, 2025
- 11.5.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordJune 3, 2024
- 11.5.6Actions Following a Care and Support Plan ReviewDecember 2, 2025
- 11.5.7Reviewing a Direct Payment
12.1Contact and Referral
- 12.1.1Receiving a Contact or ReferralJune 3, 2025
- 12.1.2Deciding the Outcome of a Contact or ReferralDecember 2, 2025
- 12.1.3Actions and Next StepsJune 3, 2025
12.2Establishing Needs
- 12.2.1Introduction, Legal Requirements and ToolsJune 3, 2024
- 12.2.2Preparing to Establish NeedsJune 3, 2025
- 12.2.3The Skilled ConversationDecember 2, 2025
- 12.2.4Agreeing Needs and Making a Formal RecordNovember 7, 2022
- 12.2.5Understanding and Applying Eligibility CriteriaDecember 2, 2025
- 12.2.6Communicating the Outcome and Next StepsDecember 2, 2025
12.3Meeting Needs
- 12.3.1Establishing Ordinary ResidenceJune 3, 2025
- 12.3.2Requesting a Financial AssessmentJune 3, 2024
- 12.3.3Setting an Indicative BudgetDecember 2, 2024
- 12.3.4Care and Support PlanningDecember 2, 2025
- 12.3.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetDecember 2, 2024
- 12.3.6Arranging Support and ServicesDecember 2, 2024
12.4Reviewing Support and Services
- 12.4.1Legal Requirements of a Care and Support Plan Review and ToolsDecember 2, 2024
- 12.4.2Preparing to Carry out a Care and Support Plan ReviewJune 3, 2025
- 12.4.3The Full Review ConversationDecember 2, 2025
- 12.4.4The Light Touch Review ConversationDecember 2, 2025
- 12.4.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordJune 3, 2024
- 12.4.6Actions Following a Care and Support Plan ReviewDecember 2, 2025
- 12.4.7Monitoring Urgent or Interim Support and ServicesJune 3, 2024
- 12.4.8Reviewing a Direct Payment
13.1Contact and Referral
- 13.1.1How to Access Mental Health Social WorkNovember 7, 2022
- 13.1.2Receiving a Contact or ReferralJune 3, 2025
- 13.1.3Contact and Referral Adult Care and Support Procedures (Mental Health Team)December 2, 2025
13.2Establishing Needs
- 13.2.1Introduction, Legal Requirements and ToolsJune 3, 2024
- 13.2.2Preparing to Establish NeedsJune 3, 2025
- 13.2.3The Skilled ConversationDecember 2, 2025
- 13.2.4Agreeing Needs and Making a Formal RecordNovember 7, 2022
- 13.2.5Understanding and Applying Eligibility CriteriaDecember 2, 2025
- 13.2.6Communicating the Outcome and Next StepsDecember 2, 2025
13.3Meeting Needs
- 13.3.1Establishing Ordinary ResidenceJune 3, 2025
- 13.3.2Requesting a Financial AssessmentJune 3, 2024
- 13.3.3Setting an Indicative BudgetDecember 2, 2024
- 13.3.4Care and Support PlanningDecember 2, 2025
- 13.3.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetDecember 2, 2024
- 13.3.6Arranging Support and ServicesDecember 2, 2024
13.4Reviewing Support and Services
- 13.4.1Legal Requirements of a Care and Support Plan Review and ToolsDecember 2, 2024
- 13.4.2Preparing to Carry out a Care and Support Plan ReviewJune 3, 2025
- 13.4.3The Full Review ConversationDecember 2, 2025
- 13.4.4The Light Touch Review ConversationDecember 2, 2025
- 13.4.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordJune 3, 2024
- 13.4.6Actions Following a Care and Support Plan ReviewDecember 2, 2025
- 13.4.7Monitoring Urgent or Interim Support and ServicesJune 3, 2024
- 13.4.8Reviewing a Direct Payment
13.5Functions under the Mental Health Act
- 13.5.1Understanding the Mental Health Act 1983June 3, 2025
- 13.5.2Community Mental Health FrameworkDecember 1, 2023
- 13.5.3Social Circumstances ReportDecember 2, 2024
- 13.5.4Section 117 AftercareDecember 2, 2024
14.AMHP Procedure
- 14.0.1AMHP ProcedureDecember 2, 2024
15.1Deciding Whether to Start Transition
- 15.1.1Deciding Whether to Start TransitionDecember 1, 2023
- 15.1.2Deciding Whether to Start Carers TransitionNovember 3, 2021
- 15.1.3Recording the Decision and Next StepsNovember 3, 2021
15.2Child's Needs Assessment
- 15.2.1Introduction, Legal Requirements and Tools (Child's Needs Assessment)June 3, 2024
- 15.2.2Preparing to Establish Needs (Child's Needs Assessment)June 3, 2024
- 15.2.3The Skilled Conversation (Child's Needs Assessment)December 2, 2025
- 15.2.4Agreeing Needs, Making a Formal Record and Next Steps (Child's Needs Assessment)December 1, 2023
15.3Carer's Transition Assessments
- 15.3.1Introduction, Legal Requirements and Tools (Carer's Transition)June 3, 2024
- 15.3.2Preparing to Establish the Needs of Parent CarersJune 3, 2024
- 15.3.3Preparing to Establish the Needs of Young CarersJune 3, 2024
- 15.3.4The Skilled Conversation (Parent Carers)September 27, 2021
- 15.3.5The Skilled Conversation (Young Carers)December 2, 2025
- 15.3.6Agreeing Needs, Making a Formal Record and Next Steps (Carer's Transition)June 3, 2024
15.4Transition Planning and Review
- 15.4.1Setting an Indicative Budget (Transition to Adult Care and Support)November 9, 2021
- 15.4.2The Transition PlanJune 3, 2024
- 15.4.3Reviewing a Transition PlanJune 3, 2024
- 15.4.4Reviewing an Education, Health and Care Plan (from 18 years)November 7, 2022
16.1Contact and Referral
- 16.1.1Receiving a Contact or ReferralJune 3, 2025
- 16.1.2Deciding the Outcome of a Contact or Referral (Carers)December 2, 2025
- 16.1.3Actions and Next Steps (Carers)December 2, 2025
16.2Establishing Needs
- 16.2.1Introduction, Legal Requirements and Tools (Carers)June 3, 2024
- 16.2.2Preparing to Establish Needs (Carers)June 3, 2024
- 16.2.3The Skilled Conversation (Carers)December 2, 2025
- 16.2.4Agreeing Needs and Making a Formal Record (Carers)April 12, 2022
- 16.2.5Understanding and Applying Eligibility Criteria (Carers)December 2, 2025
- 16.2.6Communicating the Outcome and Next Steps (Carers)December 2, 2025
16.3Meeting Needs
- 16.3.1Establishing Ordinary ResidenceJune 3, 2025
- 16.3.2Requesting a Financial AssessmentJune 3, 2024
- 16.3.3Setting an Indicative BudgetDecember 2, 2024
- 16.3.4Support PlanningDecember 2, 2025
- 16.3.5Signing off a Support Plan and Agreeing a Final Personal BudgetDecember 2, 2024
- 16.3.6Arranging Support and ServicesDecember 2, 2024
16.4Reviewing Support and Services
- 16.4.1Legal Requirements of a Support Plan Review and ToolsDecember 2, 2024
- 16.4.2Preparing to Carry out a Support Plan ReviewJune 3, 2024
- 16.4.3The Full Review Conversation (Carers)December 2, 2025
- 16.4.4The Light Touch Review Conversation (Carers)December 2, 2025
- 16.4.5Deciding the Outcome of a Support Plan Review and Making a Formal RecordNovember 7, 2022
- 16.4.6Actions Following a Support Plan ReviewDecember 2, 2025
- 16.4.7Monitoring Urgent or Interim Support and ServicesJune 3, 2024
- 16.4.8Reviewing a Direct Payment
Last Updated: December 2, 2025
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