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Carers Procedures

Note: If you are looking for an internal process, document or resource these can be found in the Southwark Policies and Procedures section of tri.x.

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1.Contact and Referral

  1. 1.0.1Receiving a Contact or Referral
    Updated
    May 16, 2025
  2. 1.0.2Deciding the Outcome of a Contact or Referral (Carers)May 16, 2025
  3. 1.0.3Actions and Next Steps (Carers)
    Updated
    May 16, 2025

2.Establishing Needs

  1. 2.0.1Introduction, Legal Requirements and Tools (Carers)May 20, 2024
  2. 2.0.2Preparing to Establish Needs (Carers)May 16, 2025
  3. 2.0.3The Skilled Conversation (Carers)November 14, 2024
  4. 2.0.4Agreeing Needs and Making a Formal Record (Carers)May 16, 2025
  5. 2.0.5Understanding and Applying Eligibility Criteria (Carers)May 20, 2024
  6. 2.0.6Communicating the Outcome and Next Steps (Carers)May 16, 2025

3.Meeting Needs

  1. 3.0.1Establishing Ordinary ResidenceMay 16, 2025
  2. 3.0.2Requesting a Financial AssessmentMay 20, 2024
  3. 3.0.3Setting an Indicative BudgetMay 16, 2025
  4. 3.0.4Support PlanningMay 16, 2025
  5. 3.0.5Signing off a Support Plan and Agreeing a Final Personal BudgetMay 16, 2025
  6. 3.0.6Arranging Support and ServicesNovember 14, 2024

4.Reviewing Support and Services

  1. 4.0.1Legal Requirements of a Support Plan Review and ToolsNovember 14, 2024
  2. 4.0.2Preparing to Carry out a Support Plan ReviewMay 16, 2025
  3. 4.0.3The Full Review Conversation (Carers)November 14, 2024
  4. 4.0.4The Light Touch Review Conversation (Carers)November 14, 2024
  5. 4.0.5Deciding the Outcome of a Support Plan Review and Making a Formal RecordMay 16, 2025
  6. 4.0.6Actions Following a Support Plan ReviewMay 20, 2024
  7. 4.0.7Monitoring Urgent or Interim Support and ServicesMay 20, 2024
  8. 4.0.8Reviewing a Direct Payment

Last Updated: November 14, 2023

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