Skip to content
Company Logo

National Policies and Procedures

Quick Links:

1.

2.

3.

4.

5.

6.

7.

8.

9.

10.

11.

12.

13.

14.

15.

16.

17.

18.

19.

20.

21.

22.

23.

24.

25.

26.

27.

28.

1.The Care Act 2014 Resource

  1. 1.0.1The Care Act 2014 Resource

2.The Mental Capacity Act 2005 Resource and Practice Toolkit

  1. 2.0.1The Mental Capacity Act 2005 Resource and Practice Toolkit

3.Safeguarding Adults

  1. 3.0.1Safeguarding Adults
    Updated
    May 16, 2025

4.Deprivation of Liberty

  1. 4.0.1Deprivation of Liberty Safeguards ProcedureMay 16, 2025
  2. 4.0.2Recognising and Responding to Deprivations of LibertyMay 16, 2025

5.Universal Procedures (used by all teams)

  1. 5.0.1Equality, Diversity and Human RightsMay 16, 2025
  2. 5.0.2Recording and Keeping RecordsMay 16, 2025
  3. 5.0.3Providing Information about a Person or Carer
    Updated
    May 16, 2025
  4. 5.0.4Financial AssessmentMay 20, 2024
  5. 5.0.5Commissioning and Placements ProceduresNovember 14, 2023
  6. 5.0.6Direct Payments
    Updated
    May 16, 2025
  7. 5.0.7Assistive Technology and TelecareMay 16, 2025
  8. 5.0.8Risk AssessmentMay 20, 2024
  9. 5.0.9Co-production
    Updated
    May 16, 2025
  10. 5.0.10Social Media (use of)May 20, 2024
  11. 5.0.11Storage of Data on Practitioners' Mobile DevicesSeptember 16, 2021
  12. 5.0.12Interpreter and Translation Services
    Updated
    May 16, 2025
  13. 5.0.13Death of a Person or CarerNovember 14, 2024

6.Specialist Procedures

  1. 6.0.1Deputyship and Financial AffairsNovember 18, 2022
  2. 6.0.2Debt Respite Scheme (Breathing Spaces) ProcedureNovember 14, 2024
  3. 6.0.3Housing and Homelessness
    Updated
    May 16, 2025
  4. 6.0.4CareCubed ProcedureMay 20, 2024
  5. 6.0.5Joint Packages of Health and Social CareNovember 14, 2024
  6. 6.0.6NHS Continuing Healthcare ProcedureNovember 14, 2024
  7. 6.0.7NHS-funded Nursing Care Procedure (FNC)May 20, 2024
  8. 6.0.8End of Life Procedures and Practice Guidance
    Updated
    May 16, 2025
  9. 6.0.9Legal ServicesNovember 18, 2022
  10. 6.0.10Ordinary Residence ProcedureNovember 14, 2023
  11. 6.0.11Continuity of Care ArrangementsMay 20, 2024
  12. 6.0.12Cross Border PlacementsMay 20, 2024
  13. 6.0.13Protecting Moveable Property
    Updated
    May 16, 2025
  14. 6.0.14Service Interruptions and Provider FailureMay 20, 2024
  15. 6.0.15No Recourse to Public Funds (NRPF)
    Updated
    May 16, 2025
  16. 6.0.16Prisons and Approved PremisesMay 16, 2025
  17. 6.0.17Acting as an Appropriate AdultMay 20, 2024

7.Contact Team

  1. 7.0.1Receiving a Contact or Referral
    Updated
    May 16, 2025
  2. 7.0.2Deciding the Outcome of a Contact or Referral (Contact Team)May 16, 2025
  3. 7.0.3Actions and Next Steps
    Updated
    May 16, 2025

8.First Response

  1. 8.0.1First Response Procedures and ProcessesNovember 14, 2023

9.Business Support

  1. 9.0.1Business Support Procedures and ProcessesNovember 14, 2023

10.Transfer of Care Service

10.1Contact and Referral

  1. 10.1.1Receiving a Contact or Referral
    Updated
    May 16, 2025
  2. 10.1.2Deciding the Outcome of a Contact or Referral (Transfer of Care Service)May 16, 2025
  3. 10.1.3Actions and Next Steps
    Updated
    May 16, 2025

10.2Discharge to Assess

  1. 10.2.1Discharge to Assess (Home First)May 20, 2024
  2. 10.2.2Monitoring Urgent or Interim Support and ServicesMay 20, 2024

10.3Establishing Needs

  1. 10.3.1Introduction, Legal Requirements and ToolsMay 20, 2024
  2. 10.3.2Preparing to Establish NeedsMay 16, 2025
  3. 10.3.3The Skilled ConversationNovember 14, 2024
  4. 10.3.4Agreeing Needs and Making a Formal RecordMay 16, 2025
  5. 10.3.5Understanding and Applying Eligibility CriteriaNovember 14, 2024
  6. 10.3.6Communicating the Outcome and Next StepsMay 16, 2025

10.4Meeting Needs

  1. 10.4.1Establishing Ordinary ResidenceMay 16, 2025
  2. 10.4.2Requesting a Financial AssessmentMay 20, 2024
  3. 10.4.3Setting an Indicative BudgetMay 16, 2025
  4. 10.4.4Care and Support Planning
    Updated
    May 16, 2025
  5. 10.4.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetMay 16, 2025
  6. 10.4.6Arranging Support and ServicesNovember 14, 2024

10.5Reviewing Support and Services

  1. 10.5.1Legal Requirements of a Care and Support Plan Review and ToolsNovember 14, 2024
  2. 10.5.2Preparing to Carry out a Care and Support Plan ReviewMay 16, 2025
  3. 10.5.3The Full Review ConversationNovember 14, 2024
  4. 10.5.4The Light Touch Review ConversationNovember 14, 2024
  5. 10.5.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordMay 16, 2025
  6. 10.5.6Actions Following a Care and Support Plan ReviewMay 20, 2024
  7. 10.5.7Reviewing a Direct Payment

11.Intermediate Care Southwark and Urgent Community Response @ Home

  1. 11.0.1Intermediate Care Southwark Procedures and ProcessesNovember 14, 2023
  2. 11.0.2Urgent Community Response @ Home Procedures and ProcessesNovember 14, 2023

12.Reablement

12.1Contact and Referral

  1. 12.1.1Receiving a Contact or Referral
    Updated
    May 16, 2025
  2. 12.1.2Deciding the Outcome of a Contact or Referral (Reablement)May 16, 2025
  3. 12.1.3Actions and Next Steps
    Updated
    May 16, 2025

12.2Establishing Needs

  1. 12.2.1Introduction, Purpose and Tools (Reablement)May 20, 2024
  2. 12.2.2Preparing to Establish Needs (Reablement)May 16, 2025
  3. 12.2.3The Skilled Conversation (Reablement)May 16, 2025
  4. 12.2.4Agreeing Needs, Making a Formal Record and Next Steps (Reablement)November 18, 2022

12.3Meeting Needs

  1. 12.3.1The Reablement PlanMay 20, 2024
  2. 12.3.2Arranging the Reablement ServiceMay 20, 2024

12.4Monitoring and Reviewing Reablement

  1. 12.4.1Monitoring ReablementMay 20, 2024
  2. 12.4.2Monitoring Actions (Reablement)November 14, 2023
  3. 12.4.3The Reablement ReviewMay 16, 2025
  4. 12.4.4Deciding the Outcome of a Reablement Review and Making a Formal RecordNovember 18, 2022
  5. 12.4.5Actions Following a Reablement ReviewNovember 14, 2024

13.Assessment and Intake

13.1Contact and Referral

  1. 13.1.1Receiving a Contact or Referral
    Updated
    May 16, 2025
  2. 13.1.2Deciding the Outcome of a Contact or ReferralMay 16, 2025
  3. 13.1.3Actions and Next Steps
    Updated
    May 16, 2025

13.2Establishing Needs

  1. 13.2.1Introduction, Legal Requirements and ToolsMay 20, 2024
  2. 13.2.2Preparing to Establish NeedsMay 16, 2025
  3. 13.2.3The Skilled ConversationNovember 14, 2024
  4. 13.2.4Agreeing Needs and Making a Formal RecordMay 16, 2025
  5. 13.2.5Understanding and Applying Eligibility CriteriaNovember 14, 2024
  6. 13.2.6Communicating the Outcome and Next StepsMay 16, 2025

13.3Meeting Needs

  1. 13.3.1Establishing Ordinary ResidenceMay 16, 2025
  2. 13.3.2Requesting a Financial AssessmentMay 20, 2024
  3. 13.3.3Setting an Indicative BudgetMay 16, 2025
  4. 13.3.4Care and Support Planning
    Updated
    May 16, 2025
  5. 13.3.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetMay 16, 2025
  6. 13.3.6Arranging Support and ServicesNovember 14, 2024

13.4Reviewing Support and Services

  1. 13.4.1Legal Requirements of a Care and Support Plan Review and ToolsNovember 14, 2024
  2. 13.4.2Preparing to Carry out a Care and Support Plan ReviewMay 16, 2025
  3. 13.4.3The Full Review ConversationNovember 14, 2024
  4. 13.4.4The Light Touch Review ConversationNovember 14, 2024
  5. 13.4.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordMay 16, 2025
  6. 13.4.6Actions Following a Care and Support Plan ReviewMay 20, 2024
  7. 13.4.7Monitoring Urgent or Interim Support and ServicesMay 20, 2024
  8. 13.4.8Reviewing a Direct Payment

14.Case Management

14.1Contact and Review Requests

  1. 14.1.1Receiving a Contact or Review RequestApril 12, 2022
  2. 14.1.2Deciding the Outcome of a Contact or Review RequestNovember 14, 2024
  3. 14.1.3Actions and Next Steps
    Updated
    May 16, 2025

14.2Reviewing Support and Services

  1. 14.2.1Legal Requirements of a Care and Support Plan Review and ToolsNovember 14, 2024
  2. 14.2.2Preparing to Carry out a Care and Support Plan ReviewMay 16, 2025
  3. 14.2.3The Full Review ConversationNovember 14, 2024
  4. 14.2.4The Light Touch Review ConversationNovember 14, 2024
  5. 14.2.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordMay 16, 2025
  6. 14.2.6Actions Following a Care and Support Plan ReviewMay 20, 2024
  7. 14.2.7Monitoring Urgent or Interim Support and ServicesMay 20, 2024
  8. 14.2.8Reviewing a Direct Payment

14.3Establishing Needs

  1. 14.3.1Introduction, Legal Requirements and ToolsMay 20, 2024
  2. 14.3.2Preparing to Establish NeedsMay 16, 2025
  3. 14.3.3The Skilled ConversationNovember 14, 2024
  4. 14.3.4Agreeing Needs and Making a Formal RecordMay 16, 2025
  5. 14.3.5Understanding and Applying Eligibility CriteriaNovember 14, 2024
  6. 14.3.6Communicating the Outcome and Next StepsMay 16, 2025

14.4Meeting Needs

  1. 14.4.1Requesting a Financial AssessmentMay 20, 2024
  2. 14.4.2Setting an Indicative BudgetMay 16, 2025
  3. 14.4.3Care and Support Planning
    Updated
    May 16, 2025
  4. 14.4.4Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetMay 16, 2025
  5. 14.4.5Arranging Support and ServicesNovember 14, 2024

15.Review Teams

15.1Contact and Review Requests

  1. 15.1.1Receiving a Contact or Review RequestApril 12, 2022
  2. 15.1.2Deciding the Outcome of a Contact or Review RequestNovember 14, 2024
  3. 15.1.3Actions and Next Steps
    Updated
    May 16, 2025

15.2Reviewing Support and Services

  1. 15.2.1Legal Requirements of a Care and Support Plan Review and ToolsNovember 14, 2024
  2. 15.2.2Preparing to Carry out a Care and Support Plan ReviewMay 16, 2025
  3. 15.2.3The Full Review ConversationNovember 14, 2024
  4. 15.2.4The Light Touch Review ConversationNovember 14, 2024
  5. 15.2.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordMay 16, 2025
  6. 15.2.6Actions Following a Care and Support Plan ReviewMay 20, 2024
  7. 15.2.7Monitoring Urgent or Interim Support and ServicesMay 20, 2024
  8. 15.2.8Reviewing a Direct Payment

15.3Establishing Needs

  1. 15.3.1Introduction, Legal Requirements and ToolsMay 20, 2024
  2. 15.3.2Preparing to Establish NeedsMay 16, 2025
  3. 15.3.3The Skilled ConversationNovember 14, 2024
  4. 15.3.4Agreeing Needs and Making a Formal RecordMay 16, 2025
  5. 15.3.5Understanding and Applying Eligibility CriteriaNovember 14, 2024
  6. 15.3.6Communicating the Outcome and Next StepsMay 16, 2025

15.4Meeting Needs

  1. 15.4.1Requesting a Financial AssessmentMay 20, 2024
  2. 15.4.2Setting an Indicative BudgetMay 16, 2025
  3. 15.4.3Care and Support Planning
    Updated
    May 16, 2025
  4. 15.4.4Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetMay 16, 2025
  5. 15.4.5Arranging Support and ServicesNovember 14, 2024

16.Occupational Therapy (all teams)

16.1Contact and Referral

  1. 16.1.1Receiving a Contact or Referral
    Updated
    May 16, 2025
  2. 16.1.2Deciding the Outcome of a Contact or Referral (Occupational Therapy)May 16, 2025
  3. 16.1.3Actions and Next Steps
    Updated
    May 16, 2025

16.2Establishing Needs

  1. 16.2.1Introduction, Legal Requirements and Tools (Occupational Therapy)May 20, 2024
  2. 16.2.2Preparing to Establish Needs (Occupational Therapy)May 16, 2025
  3. 16.2.3The Skilled Conversation (Occupational Therapy)May 16, 2025
  4. 16.2.4Agreeing Needs, Making a Formal Record and Next Steps (Occupational Therapy)May 16, 2025
  5. 16.2.5Establishing Likely Eligibility for a Disabled Facilities GrantNovember 14, 2023
  6. 16.2.6Understanding and Applying Eligibility Criteria (Occupational Therapy)May 16, 2025
  7. 16.2.7Communicating the Outcome and Next Steps (Occupational Therapy)May 16, 2025

16.3Meeting Needs

  1. 16.3.1Establishing Ordinary Residence (Occupational Therapy)September 28, 2021
  2. 16.3.2Requesting a Financial AssessmentMay 20, 2024
  3. 16.3.3Applying for a Disabled Facilities GrantNovember 14, 2023
  4. 16.3.4The Outcome of the Disabled Facilities Grant Application and Next StepsNovember 18, 2022
  5. 16.3.5Providing EquipmentMay 20, 2024
  6. 16.3.6Equipment in a Care HomeMay 20, 2024
  7. 16.3.7Providing Direct SupportMay 20, 2024

16.4Monitoring and Review

  1. 16.4.1Monitoring and ReviewMay 16, 2025

17.Sensory Team

17.1Contact and Referral

  1. 17.1.1Receiving a Contact or Referral
    Updated
    May 16, 2025
  2. 17.1.2Deciding the Outcome of a Contact or ReferralMay 16, 2025
  3. 17.1.3Actions and Next Steps
    Updated
    May 16, 2025

17.2Establishing Needs

  1. 17.2.1Introduction, Legal Requirements and ToolsMay 20, 2024
  2. 17.2.2Preparing to Establish NeedsMay 16, 2025
  3. 17.2.3The Skilled ConversationNovember 14, 2024
  4. 17.2.4Agreeing Needs and Making a Formal RecordMay 16, 2025
  5. 17.2.5Understanding and Applying Eligibility CriteriaNovember 14, 2024
  6. 17.2.6Communicating the Outcome and Next StepsMay 16, 2025

17.3Meeting Needs

  1. 17.3.1Establishing Ordinary ResidenceMay 16, 2025
  2. 17.3.2Requesting a Financial AssessmentMay 20, 2024
  3. 17.3.3Setting an Indicative BudgetMay 16, 2025
  4. 17.3.4Care and Support Planning
    Updated
    May 16, 2025
  5. 17.3.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetMay 16, 2025
  6. 17.3.6Arranging Support and ServicesNovember 14, 2024

17.4Reviewing Support and Services

  1. 17.4.1Legal Requirements of a Care and Support Plan Review and ToolsNovember 14, 2024
  2. 17.4.2Preparing to Carry out a Care and Support Plan ReviewMay 16, 2025
  3. 17.4.3The Full Review ConversationNovember 14, 2024
  4. 17.4.4The Light Touch Review ConversationNovember 14, 2024
  5. 17.4.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordMay 16, 2025
  6. 17.4.6Actions Following a Care and Support Plan ReviewMay 20, 2024
  7. 17.4.7Monitoring Urgent or Interim Support and ServicesMay 20, 2024
  8. 17.4.8Reviewing a Direct Payment

18.Provider Services

  1. 18.0.1Independent Living Team Procedures and ProcessesNovember 14, 2023
  2. 18.0.2Orient Street Procedures and ProcessesNovember 14, 2023

19.Personal Budgets and Client Finance

  1. 19.0.1Placements Team Procedures and ProcessesNovember 14, 2023
  2. 19.0.2Charging Team Procedures and ProcessesNovember 14, 2023
  3. 19.0.3Client Affairs Team Procedures and ProcessesNovember 14, 2023

20.Learning Disability 25+

20.1Contact and Referral

  1. 20.1.1Receiving a Contact or Referral
    Updated
    May 16, 2025
  2. 20.1.2Deciding the Outcome of a Contact or ReferralMay 16, 2025
  3. 20.1.3Actions and Next Steps
    Updated
    May 16, 2025

20.2Establishing Needs

  1. 20.2.1Introduction, Legal Requirements and ToolsMay 20, 2024
  2. 20.2.2Preparing to Establish NeedsMay 16, 2025
  3. 20.2.3The Skilled ConversationNovember 14, 2024
  4. 20.2.4Agreeing Needs and Making a Formal RecordMay 16, 2025
  5. 20.2.5Understanding and Applying Eligibility CriteriaNovember 14, 2024
  6. 20.2.6Communicating the Outcome and Next StepsMay 16, 2025

20.3Meeting Needs

  1. 20.3.1Establishing Ordinary ResidenceMay 16, 2025
  2. 20.3.2Requesting a Financial AssessmentMay 20, 2024
  3. 20.3.3Setting an Indicative BudgetMay 16, 2025
  4. 20.3.4Care and Support Planning
    Updated
    May 16, 2025
  5. 20.3.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetMay 16, 2025
  6. 20.3.6Arranging Support and ServicesNovember 14, 2024

20.4Reviewing Support and Services

  1. 20.4.1Legal Requirements of a Care and Support Plan Review and ToolsNovember 14, 2024
  2. 20.4.2Preparing to Carry out a Care and Support Plan ReviewMay 16, 2025
  3. 20.4.3The Full Review ConversationNovember 14, 2024
  4. 20.4.4The Light Touch Review ConversationNovember 14, 2024
  5. 20.4.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordMay 16, 2025
  6. 20.4.6Actions Following a Care and Support Plan ReviewMay 20, 2024
  7. 20.4.7Monitoring Urgent or Interim Support and ServicesMay 20, 2024
  8. 20.4.8Reviewing a Direct Payment

21.All Age Disability

21.1All Children (under 18)

  1. 21.1.1Children’s Safeguarding Policy, Procedures and Guidance
  2. 21.1.2Local Offer
  3. 21.1.3Contacts and Referrals
  4. 21.1.4Allocation of Work and Transfer between Teams
  5. 21.1.5Local Protocol for Assessment
  6. 21.1.6Short Breaks

21.2Children with Disabilities

  1. 21.2.1Children and Young People Aged 0-25 with Special Educational Needs and Disabilities

21.3Care Leavers (up to 25)

  1. 21.3.1Local Offer for Care Leavers
  2. 21.3.2Leaving Care and Transition

21.4Deciding Whether to Start Transition

  1. 21.4.1Deciding Whether to Start TransitionNovember 14, 2023
  2. 21.4.2Deciding Whether to Start Carers TransitionNovember 3, 2021
  3. 21.4.3Recording the Decision and Next StepsNovember 3, 2021

21.5Child's Needs Assessment

  1. 21.5.1Introduction, Legal Requirements and Tools (Child's Needs Assessment)May 20, 2024
  2. 21.5.2Preparing to Establish Needs (Child's Needs Assessment)May 20, 2024
  3. 21.5.3The Skilled Conversation (Child's Needs Assessment)November 14, 2024
  4. 21.5.4Agreeing Needs, Making a Formal Record and Next Steps (Child's Needs Assessment)November 14, 2023

21.6Carer's Transition Assessments

  1. 21.6.1Introduction, Legal Requirements and Tools (Carer's Transition)May 20, 2024
  2. 21.6.2Preparing to Establish the Needs of Parent CarersMay 20, 2024
  3. 21.6.3Preparing to Establish the Needs of Young CarersMay 20, 2024
  4. 21.6.4The Skilled Conversation (Parent Carers)September 27, 2021
  5. 21.6.5The Skilled Conversation (Young Carers)November 14, 2024
  6. 21.6.6Agreeing Needs, Making a Formal Record and Next Steps (Carer's Transition)May 20, 2024

21.7Transition Planning and Review

  1. 21.7.1Setting an Indicative Budget (Transition to Adult Care and Support)November 9, 2021
  2. 21.7.2The Transition PlanMay 20, 2024
  3. 21.7.3Reviewing a Transition PlanMay 20, 2024
  4. 21.7.4Reviewing an Education, Health and Care Plan (from 18 years)November 18, 2022

21.8Contact and Referral (18+)

  1. 21.8.1Receiving a Contact or Referral
    Updated
    May 16, 2025
  2. 21.8.2Deciding the Outcome of a Contact or ReferralMay 16, 2025
  3. 21.8.3Actions and Next Steps
    Updated
    May 16, 2025

21.9Establishing Needs (18+)

  1. 21.9.1Introduction, Legal Requirements and ToolsMay 20, 2024
  2. 21.9.2Preparing to Establish NeedsMay 16, 2025
  3. 21.9.3The Skilled ConversationNovember 14, 2024
  4. 21.9.4Agreeing Needs and Making a Formal RecordMay 16, 2025
  5. 21.9.5Understanding and Applying Eligibility CriteriaNovember 14, 2024
  6. 21.9.6Communicating the Outcome and Next StepsMay 16, 2025

21.10Meeting Needs (18+)

  1. 21.10.1Establishing Ordinary ResidenceMay 16, 2025
  2. 21.10.2Requesting a Financial AssessmentMay 20, 2024
  3. 21.10.3Setting an Indicative BudgetMay 16, 2025
  4. 21.10.4Care and Support Planning
    Updated
    May 16, 2025
  5. 21.10.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetMay 16, 2025
  6. 21.10.6Arranging Support and ServicesNovember 14, 2024

21.11Reviewing Support and Services (18+)

  1. 21.11.1Legal Requirements of a Care and Support Plan Review and ToolsNovember 14, 2024
  2. 21.11.2Preparing to Carry out a Care and Support Plan ReviewMay 16, 2025
  3. 21.11.3The Full Review ConversationNovember 14, 2024
  4. 21.11.4The Light Touch Review ConversationNovember 14, 2024
  5. 21.11.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordMay 16, 2025
  6. 21.11.6Actions Following a Care and Support Plan ReviewMay 20, 2024
  7. 21.11.7Monitoring Urgent or Interim Support and ServicesMay 20, 2024
  8. 21.11.8Reviewing a Direct Payment

22.Care and Support Team

22.1Contact and Referral

  1. 22.1.1Receiving a Contact or Referral
    Updated
    May 16, 2025
  2. 22.1.2Deciding the Outcome of a Contact or ReferralMay 16, 2025
  3. 22.1.3Actions and Next Steps
    Updated
    May 16, 2025

22.2Establishing Needs

  1. 22.2.1Introduction, Legal Requirements and ToolsMay 20, 2024
  2. 22.2.2Preparing to Establish NeedsMay 16, 2025
  3. 22.2.3The Skilled ConversationNovember 14, 2024
  4. 22.2.4Agreeing Needs and Making a Formal RecordMay 16, 2025
  5. 22.2.5Understanding and Applying Eligibility CriteriaNovember 14, 2024
  6. 22.2.6Communicating the Outcome and Next StepsMay 16, 2025

22.3Meeting Needs

  1. 22.3.1Establishing Ordinary ResidenceMay 16, 2025
  2. 22.3.2Requesting a Financial AssessmentMay 20, 2024
  3. 22.3.3Setting an Indicative BudgetMay 16, 2025
  4. 22.3.4Care and Support Planning
    Updated
    May 16, 2025
  5. 22.3.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetMay 16, 2025
  6. 22.3.6Arranging Support and ServicesNovember 14, 2024

22.4Reviewing Support and Services

  1. 22.4.1Legal Requirements of a Care and Support Plan Review and ToolsNovember 14, 2024
  2. 22.4.2Preparing to Carry out a Care and Support Plan ReviewMay 16, 2025
  3. 22.4.3The Full Review ConversationNovember 14, 2024
  4. 22.4.4The Light Touch Review ConversationNovember 14, 2024
  5. 22.4.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordMay 16, 2025
  6. 22.4.6Actions Following a Care and Support Plan ReviewMay 20, 2024
  7. 22.4.7Monitoring Urgent or Interim Support and ServicesMay 20, 2024
  8. 22.4.8Reviewing a Direct Payment

23.Move On Support Team

23.1Contact and Referral

  1. 23.1.1Receiving a Contact or Referral
    Updated
    May 16, 2025
  2. 23.1.2Deciding the Outcome of a Contact or ReferralMay 16, 2025
  3. 23.1.3Actions and Next Steps
    Updated
    May 16, 2025

23.2Establishing Needs

  1. 23.2.1Introduction, Legal Requirements and ToolsMay 20, 2024
  2. 23.2.2Preparing to Establish NeedsMay 16, 2025
  3. 23.2.3The Skilled ConversationNovember 14, 2024
  4. 23.2.4Agreeing Needs and Making a Formal RecordMay 16, 2025
  5. 23.2.5Understanding and Applying Eligibility CriteriaNovember 14, 2024
  6. 23.2.6Communicating the Outcome and Next StepsMay 16, 2025

23.3Meeting Needs

  1. 23.3.1Establishing Ordinary ResidenceMay 16, 2025
  2. 23.3.2Requesting a Financial AssessmentMay 20, 2024
  3. 23.3.3Setting an Indicative BudgetMay 16, 2025
  4. 23.3.4Care and Support Planning
    Updated
    May 16, 2025
  5. 23.3.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetMay 16, 2025
  6. 23.3.6Arranging Support and ServicesNovember 14, 2024

23.4Reviewing Support and Services

  1. 23.4.1Legal Requirements of a Care and Support Plan Review and ToolsNovember 14, 2024
  2. 23.4.2Preparing to Carry out a Care and Support Plan ReviewMay 16, 2025
  3. 23.4.3The Full Review ConversationNovember 14, 2024
  4. 23.4.4The Light Touch Review ConversationNovember 14, 2024
  5. 23.4.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordMay 16, 2025
  6. 23.4.6Actions Following a Care and Support Plan ReviewMay 20, 2024
  7. 23.4.7Monitoring Urgent or Interim Support and ServicesMay 20, 2024
  8. 23.4.8Reviewing a Direct Payment

24.Substance & Misuse Rehab Team

24.1Contact and Referral

  1. 24.1.1Receiving a Contact or Referral
    Updated
    May 16, 2025
  2. 24.1.2Deciding the Outcome of a Contact or ReferralMay 16, 2025
  3. 24.1.3Actions and Next Steps
    Updated
    May 16, 2025

24.2Establishing Needs

  1. 24.2.1Introduction, Legal Requirements and ToolsMay 20, 2024
  2. 24.2.2Preparing to Establish NeedsMay 16, 2025
  3. 24.2.3The Skilled ConversationNovember 14, 2024
  4. 24.2.4Agreeing Needs and Making a Formal RecordMay 16, 2025
  5. 24.2.5Understanding and Applying Eligibility CriteriaNovember 14, 2024
  6. 24.2.6Communicating the Outcome and Next StepsMay 16, 2025

24.3Meeting Needs

  1. 24.3.1Establishing Ordinary ResidenceMay 16, 2025
  2. 24.3.2Requesting a Financial AssessmentMay 20, 2024
  3. 24.3.3Setting an Indicative BudgetMay 16, 2025
  4. 24.3.4Care and Support Planning
    Updated
    May 16, 2025
  5. 24.3.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetMay 16, 2025
  6. 24.3.6Arranging Support and ServicesNovember 14, 2024

24.4Reviewing Support and Services

  1. 24.4.1Legal Requirements of a Care and Support Plan Review and ToolsNovember 14, 2024
  2. 24.4.2Preparing to Carry out a Care and Support Plan ReviewMay 16, 2025
  3. 24.4.3The Full Review ConversationNovember 14, 2024
  4. 24.4.4The Light Touch Review ConversationNovember 14, 2024
  5. 24.4.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordMay 16, 2025
  6. 24.4.6Actions Following a Care and Support Plan ReviewMay 20, 2024
  7. 24.4.7Monitoring Urgent or Interim Support and ServicesMay 20, 2024
  8. 24.4.8Reviewing a Direct Payment

25.Mental Health Reablement

25.1Contact and Referral

  1. 25.1.1Receiving a Contact or Referral
    Updated
    May 16, 2025
  2. 25.1.2Deciding the Outcome of a Contact or Referral (Reablement)May 16, 2025
  3. 25.1.3Actions and Next Steps
    Updated
    May 16, 2025

25.2Establishing Needs

  1. 25.2.1Introduction, Purpose and Tools (Reablement)May 20, 2024
  2. 25.2.2Preparing to Establish Needs (Reablement)May 16, 2025
  3. 25.2.3The Skilled Conversation (Reablement)May 16, 2025
  4. 25.2.4Agreeing Needs, Making a Formal Record and Next Steps (Reablement)November 18, 2022

25.3Meeting Needs

  1. 25.3.1The Reablement PlanMay 20, 2024
  2. 25.3.2Arranging the Reablement ServiceMay 20, 2024

25.4Monitoring and Reviewing Reablement

  1. 25.4.1Monitoring ReablementMay 20, 2024
  2. 25.4.2Monitoring Actions (Reablement)November 14, 2023
  3. 25.4.3The Reablement ReviewMay 16, 2025
  4. 25.4.4Deciding the Outcome of a Reablement Review and Making a Formal RecordNovember 18, 2022
  5. 25.4.5Actions Following a Reablement ReviewNovember 14, 2024

26.Resources for Mental Health

  1. 26.0.1Understanding the Mental Health Act 1983May 16, 2025
  2. 26.0.2Social Circumstances ReportNovember 14, 2024
  3. 26.0.3Section 117 AftercareMay 20, 2024
  4. 26.0.4Community Mental Health FrameworkNovember 14, 2023

27.AMHP Procedure

  1. 27.0.1AMHP ProcedureNovember 18, 2022

28.Carers Procedures

28.1Contact and Referral

  1. 28.1.1Receiving a Contact or Referral
    Updated
    May 16, 2025
  2. 28.1.2Deciding the Outcome of a Contact or Referral (Carers)May 16, 2025
  3. 28.1.3Actions and Next Steps (Carers)
    Updated
    May 16, 2025

28.2Establishing Needs

  1. 28.2.1Introduction, Legal Requirements and Tools (Carers)May 20, 2024
  2. 28.2.2Preparing to Establish Needs (Carers)May 16, 2025
  3. 28.2.3The Skilled Conversation (Carers)November 14, 2024
  4. 28.2.4Agreeing Needs and Making a Formal Record (Carers)May 16, 2025
  5. 28.2.5Understanding and Applying Eligibility Criteria (Carers)May 20, 2024
  6. 28.2.6Communicating the Outcome and Next Steps (Carers)May 16, 2025

28.3Meeting Needs

  1. 28.3.1Establishing Ordinary ResidenceMay 16, 2025
  2. 28.3.2Requesting a Financial AssessmentMay 20, 2024
  3. 28.3.3Setting an Indicative BudgetMay 16, 2025
  4. 28.3.4Support PlanningMay 16, 2025
  5. 28.3.5Signing off a Support Plan and Agreeing a Final Personal BudgetMay 16, 2025
  6. 28.3.6Arranging Support and ServicesNovember 14, 2024

28.4Reviewing Support and Services

  1. 28.4.1Legal Requirements of a Support Plan Review and ToolsNovember 14, 2024
  2. 28.4.2Preparing to Carry out a Support Plan ReviewMay 16, 2025
  3. 28.4.3The Full Review Conversation (Carers)November 14, 2024
  4. 28.4.4The Light Touch Review Conversation (Carers)November 14, 2024
  5. 28.4.5Deciding the Outcome of a Support Plan Review and Making a Formal RecordMay 16, 2025
  6. 28.4.6Actions Following a Support Plan ReviewMay 20, 2024
  7. 28.4.7Monitoring Urgent or Interim Support and ServicesMay 20, 2024
  8. 28.4.8Reviewing a Direct Payment

Last Updated: May 16, 2025

v254