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Older Person and Physical Disability Service

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.Assessment and Intake

1.1Contact and Referral

  1. 1.1.1Receiving a Contact or Referral
    Updated
    May 16, 2025
  2. 1.1.2Deciding the Outcome of a Contact or ReferralMay 16, 2025
  3. 1.1.3Actions and Next Steps
    Updated
    May 16, 2025

1.2Establishing Needs

  1. 1.2.1Introduction, Legal Requirements and ToolsMay 20, 2024
  2. 1.2.2Preparing to Establish NeedsMay 16, 2025
  3. 1.2.3The Skilled ConversationNovember 14, 2024
  4. 1.2.4Agreeing Needs and Making a Formal RecordMay 16, 2025
  5. 1.2.5Understanding and Applying Eligibility CriteriaNovember 14, 2024
  6. 1.2.6Communicating the Outcome and Next StepsMay 16, 2025

1.3Meeting Needs

  1. 1.3.1Establishing Ordinary ResidenceMay 16, 2025
  2. 1.3.2Requesting a Financial AssessmentMay 20, 2024
  3. 1.3.3Setting an Indicative BudgetMay 16, 2025
  4. 1.3.4Care and Support Planning
    Updated
    May 16, 2025
  5. 1.3.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetMay 16, 2025
  6. 1.3.6Arranging Support and ServicesNovember 14, 2024

1.4Reviewing Support and Services

  1. 1.4.1Legal Requirements of a Care and Support Plan Review and ToolsNovember 14, 2024
  2. 1.4.2Preparing to Carry out a Care and Support Plan ReviewMay 16, 2025
  3. 1.4.3The Full Review ConversationNovember 14, 2024
  4. 1.4.4The Light Touch Review ConversationNovember 14, 2024
  5. 1.4.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordMay 16, 2025
  6. 1.4.6Actions Following a Care and Support Plan ReviewMay 20, 2024
  7. 1.4.7Reviewing a Direct Payment

2.Case Management

2.1Contact and Review Requests

  1. 2.1.1Receiving a Contact or Review RequestApril 12, 2022
  2. 2.1.2Deciding the Outcome of a Contact or Review RequestNovember 14, 2024
  3. 2.1.3Actions and Next Steps (Case Management and Review Teams)May 16, 2025

2.2Reviewing Support and Services

  1. 2.2.1Legal Requirements of a Care and Support Plan Review and ToolsNovember 14, 2024
  2. 2.2.2Preparing to Carry out a Care and Support Plan ReviewMay 16, 2025
  3. 2.2.3The Full Review ConversationNovember 14, 2024
  4. 2.2.4The Light Touch Review ConversationNovember 14, 2024
  5. 2.2.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordMay 16, 2025
  6. 2.2.6Actions Following a Care and Support Plan ReviewMay 20, 2024
  7. 2.2.7Monitoring Urgent or Interim Support and ServicesMay 20, 2024
  8. 2.2.8Reviewing a Direct Payment

2.3Establishing Needs

  1. 2.3.1Introduction, Legal Requirements and ToolsMay 20, 2024
  2. 2.3.2Preparing to Establish NeedsMay 16, 2025
  3. 2.3.3The Skilled ConversationNovember 14, 2024
  4. 2.3.4Agreeing Needs and Making a Formal RecordMay 16, 2025
  5. 2.3.5Understanding and Applying Eligibility CriteriaNovember 14, 2024
  6. 2.3.6Communicating the Outcome and Next StepsMay 16, 2025

2.4Meeting Needs

  1. 2.4.1Requesting a Financial AssessmentMay 20, 2024
  2. 2.4.2Setting an Indicative BudgetMay 16, 2025
  3. 2.4.3Care and Support Planning
    Updated
    May 16, 2025
  4. 2.4.4Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetMay 16, 2025
  5. 2.4.5Arranging Support and ServicesNovember 14, 2024

3.Review Teams

3.1Contact and Review Requests

  1. 3.1.1Receiving a Contact or Review RequestApril 12, 2022
  2. 3.1.2Deciding the Outcome of a Contact or Review RequestNovember 14, 2024
  3. 3.1.3Actions and Next Steps (Case Management and Review Teams)May 16, 2025

3.2Reviewing Support and Services

  1. 3.2.1Legal Requirements of a Care and Support Plan Review and ToolsNovember 14, 2024
  2. 3.2.2Preparing to Carry out a Care and Support Plan ReviewMay 16, 2025
  3. 3.2.3The Full Review ConversationNovember 14, 2024
  4. 3.2.4The Light Touch Review ConversationNovember 14, 2024
  5. 3.2.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordMay 16, 2025
  6. 3.2.6Actions Following a Care and Support Plan ReviewMay 20, 2024
  7. 3.2.7Monitoring Urgent or Interim Support and ServicesMay 20, 2024
  8. 3.2.8Reviewing a Direct Payment

3.3Establishing Needs

  1. 3.3.1Introduction, Legal Requirements and ToolsMay 20, 2024
  2. 3.3.2Preparing to Establish NeedsMay 16, 2025
  3. 3.3.3The Skilled ConversationNovember 14, 2024
  4. 3.3.4Agreeing Needs and Making a Formal RecordMay 16, 2025
  5. 3.3.5Understanding and Applying Eligibility CriteriaNovember 14, 2024
  6. 3.3.6Communicating the Outcome and Next StepsMay 16, 2025

3.4Meeting Needs

  1. 3.4.1Requesting a Financial AssessmentMay 20, 2024
  2. 3.4.2Setting an Indicative BudgetMay 16, 2025
  3. 3.4.3Care and Support Planning
    Updated
    May 16, 2025
  4. 3.4.4Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetMay 16, 2025
  5. 3.4.5Arranging Support and ServicesNovember 14, 2024

4.Occupational Therapy (all teams)

4.1Contact and Referral

  1. 4.1.1Receiving a Contact or Referral
    Updated
    May 16, 2025
  2. 4.1.2Deciding the Outcome of a Contact or Referral (Occupational Therapy)May 16, 2025
  3. 4.1.3Actions and Next Steps (Occupational Therapy)May 16, 2025

4.2Establishing Needs

  1. 4.2.1Introduction, Legal Requirements and Tools (Occupational Therapy)May 20, 2024
  2. 4.2.2Preparing to Establish Needs (Occupational Therapy)May 16, 2025
  3. 4.2.3The Skilled Conversation (Occupational Therapy)May 16, 2025
  4. 4.2.4Agreeing Needs, Making a Formal Record and Next Steps (Occupational Therapy)May 16, 2025
  5. 4.2.5Establishing Likely Eligibility for a Disabled Facilities GrantNovember 14, 2023
  6. 4.2.6Understanding and Applying Eligibility Criteria (Occupational Therapy)May 16, 2025
  7. 4.2.7Communicating the Outcome and Next Steps (Occupational Therapy)May 16, 2025

4.3Meeting Needs

  1. 4.3.1Establishing Ordinary Residence (Occupational Therapy)September 28, 2021
  2. 4.3.2Requesting a Financial AssessmentMay 20, 2024
  3. 4.3.3Applying for a Disabled Facilities GrantNovember 14, 2023
  4. 4.3.4The Outcome of the Disabled Facilities Grant Application and Next StepsNovember 18, 2022
  5. 4.3.5Providing EquipmentMay 20, 2024
  6. 4.3.6Equipment in a Care HomeMay 20, 2024
  7. 4.3.7Providing Direct SupportMay 20, 2024

4.4Monitoring and Review

  1. 4.4.1Monitoring and ReviewMay 16, 2025

5.Sensory Team

5.1Contact and Referral

  1. 5.1.1Receiving a Contact or Referral
    Updated
    May 16, 2025
  2. 5.1.2Deciding the Outcome of a Contact or ReferralMay 16, 2025
  3. 5.1.3Actions and Next Steps
    Updated
    May 16, 2025

5.2Establishing Needs

  1. 5.2.1Introduction, Legal Requirements and ToolsMay 20, 2024
  2. 5.2.2Preparing to Establish NeedsMay 16, 2025
  3. 5.2.3The Skilled ConversationNovember 14, 2024
  4. 5.2.4Agreeing Needs and Making a Formal RecordMay 16, 2025
  5. 5.2.5Understanding and Applying Eligibility CriteriaNovember 14, 2024
  6. 5.2.6Communicating the Outcome and Next StepsMay 16, 2025

5.3Meeting Needs

  1. 5.3.1Establishing Ordinary ResidenceMay 16, 2025
  2. 5.3.2Requesting a Financial AssessmentMay 20, 2024
  3. 5.3.3Setting an Indicative BudgetMay 16, 2025
  4. 5.3.4Care and Support Planning
    Updated
    May 16, 2025
  5. 5.3.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetMay 16, 2025
  6. 5.3.6Arranging Support and ServicesNovember 14, 2024

5.4Reviewing Support and Services

  1. 5.4.1Legal Requirements of a Care and Support Plan Review and ToolsNovember 14, 2024
  2. 5.4.2Preparing to Carry out a Care and Support Plan ReviewMay 16, 2025
  3. 5.4.3The Full Review ConversationNovember 14, 2024
  4. 5.4.4The Light Touch Review ConversationNovember 14, 2024
  5. 5.4.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordMay 16, 2025
  6. 5.4.6Actions Following a Care and Support Plan ReviewMay 20, 2024
  7. 5.4.7Monitoring Urgent or Interim Support and ServicesMay 20, 2024
  8. 5.4.8Reviewing a Direct Payment

Last Updated: May 20, 2024

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