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Contents

Quick Links:

1.The Care Act 2014 Resource

2.The Mental Capacity Act 2005 Resource and Practice Toolkit

3.Safeguarding Adults

4.Universal Procedures (used by all teams)

5.Specialist Procedures

6.Access, Mental Health and Wellbeing Service

7.First Contact and Multi-Agency Safeguarding Services

8.Specialist Mental Health Services

9.Community Recovery Mental Health Services

10.Living and Ageing Well (Short Term Support) Service

11.Occupational Therapy and Adapted Housing

12.Short Term Intervention Service

13.City Wide Care Alarms and Enablement Team

14.Living and Ageing Well (Long Term Support) Service

15.Hospital and Out of Hours Service

16.Care and Assessment Services

17.Response and Enablement

18.Adult Future Options Service

19.Continuing Healthcare Team

20.Adult Future Options Teams

21.Sensory Impairment Team

22.Transitions Team

23.Provider Services

24.Carers Procedures

1.The Care Act 2014 Resource

  1. 1.0.1The Care Act 2014

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 AdultsJanuary 5, 2024
  2. 3.0.2Recognising and Responding to Deprivations of LibertyJanuary 5, 2024

4.Universal Procedures (used by all teams)

  1. 4.0.1Equality, Diversity and Human RightsJanuary 5, 2024
  2. 4.0.2Recording and Keeping RecordsSeptember 23, 2022
  3. 4.0.3Providing Information about a Person or CarerSeptember 23, 2022
  4. 4.0.4Financial AssessmentAugust 16, 2023
  5. 4.0.5Commissioning and Brokerage ProceduresJanuary 5, 2024
  6. 4.0.6Direct PaymentsJanuary 5, 2024
  7. 4.0.7Technology Enabled Care (including City Wide Alarms)January 5, 2024
  8. 4.0.8Risk AssessmentJanuary 5, 2024
  9. 4.0.9Lone WorkingJanuary 5, 2024
  10. 4.0.10Joint WorkNovember 3, 2021
  11. 4.0.11Social Media (use of)September 21, 2021
  12. 4.0.12Storage of Data on Practitioners' Mobile DevicesSeptember 16, 2021
  13. 4.0.13Interpreter and Translation ServicesNovember 3, 2021
  14. 4.0.14Death of a Person or CarerSeptember 21, 2021

5.Specialist Procedures

  1. 5.0.1Individual Service FundsAugust 16, 2023
  2. 5.0.2Deputyship and Financial AffairsJanuary 5, 2024
  3. 5.0.3Debt Respite Scheme (Breathing Spaces) ProcedureJanuary 5, 2024
  4. 5.0.4Minor Works and Low Level EquipmentJanuary 5, 2024
  5. 5.0.5Joint Packages of Health and Social CareMarch 16, 2023
  6. 5.0.6NHS Continuing Healthcare ProcedureJune 14, 2023
  7. 5.0.7NHS-funded Nursing Care Procedure (FNC)June 14, 2023
  8. 5.0.8End of Life Procedures and Practice GuidanceMarch 16, 2023
  9. 5.0.9Legal ServicesNovember 22, 2021
  10. 5.0.10Ordinary Residence ProcedureJanuary 5, 2024
  11. 5.0.11Continuity of Care ArrangementsJuly 22, 2022
  12. 5.0.12Cross Border PlacementsJuly 22, 2022
  13. 5.0.13Protecting Moveable Property and BelongingsNovember 4, 2021
  14. 5.0.14Service Interruptions and Provider FailureSeptember 22, 2021
  15. 5.0.15No Recourse to Public Funds (NRPF)January 5, 2024
  16. 5.0.16Prisons and Approved PremisesJanuary 5, 2024
  17. 5.0.17Acting as an Appropriate AdultJanuary 5, 2024

6.Access, Mental Health and Wellbeing Service

  1. 6.0.1About the Access, Mental Health and Wellbeing ServiceJanuary 5, 2024

7.First Contact and Multi-Agency Safeguarding Services

7.1Contacts and Referrals

  1. 7.1.1Receiving a Contact or ReferralJanuary 5, 2024
  2. 7.1.2Deciding the Outcome of a Contact or Referral (First Contact)January 5, 2024
  3. 7.1.3Actions and Next Steps (First Contact)January 5, 2024
  4. 7.1.4Monitoring Urgent or Interim Support and ServicesJanuary 5, 2024

7.2Safeguarding Adults

  1. 7.2.1Safeguarding AdultsJanuary 5, 2024

8.Specialist Mental Health Services

8.1Contact and Referral

  1. 8.1.1Receiving a Contact or ReferralJanuary 5, 2024
  2. 8.1.2Deciding the Outcome of a Contact or ReferralJanuary 5, 2024
  3. 8.1.3Actions and Next StepsJanuary 5, 2024

8.2Establishing Needs

  1. 8.2.1Introduction, Legal Requirements and ToolsJanuary 5, 2024
  2. 8.2.2Preparing to Establish NeedsJanuary 5, 2024
  3. 8.2.3The Skilled ConversationJanuary 5, 2024
  4. 8.2.4Agreeing Needs and Making a Formal RecordJanuary 5, 2024
  5. 8.2.5Understanding and Applying Eligibility CriteriaJanuary 5, 2024
  6. 8.2.6Communicating the Outcome and Next StepsJanuary 5, 2024

8.3Meeting Needs

  1. 8.3.1Establishing Ordinary ResidenceJanuary 5, 2024
  2. 8.3.2Requesting a Financial AssessmentJanuary 5, 2024
  3. 8.3.3Setting an Indicative BudgetJanuary 5, 2024
  4. 8.3.4Care and Support PlanningJanuary 5, 2024
  5. 8.3.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetJanuary 5, 2024
  6. 8.3.6Arranging Support and ServicesJanuary 5, 2024

8.4Reviewing Support and Services

  1. 8.4.1Legal Requirements of a Care and Support Plan Review and ToolsJanuary 5, 2024
  2. 8.4.2Preparing to Carry out a Care and Support Plan ReviewJanuary 5, 2024
  3. 8.4.3The Full Review ConversationJanuary 5, 2024
  4. 8.4.4The Light Touch Review ConversationJanuary 5, 2024
  5. 8.4.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordJanuary 5, 2024
  6. 8.4.6Actions Following a Care and Support Plan ReviewJanuary 5, 2024
  7. 8.4.7Monitoring Urgent or Interim Support and ServicesJanuary 5, 2024
  8. 8.4.8Reviewing a Direct Payment

8.5AMHP

  1. 8.5.1AMHP ProcedureNovember 3, 2021

8.6Deprivation of Liberty Safeguards

  1. 8.6.1Deprivation of Liberty Safeguards ProcedureJanuary 5, 2024

8.7Functions Under the Mental Health Act 1983

  1. 8.7.1Understanding the Mental Health Act 1983January 5, 2024
  2. 8.7.2Social Circumstances ReportJanuary 5, 2024
  3. 8.7.3Section 117 AftercareJanuary 5, 2024
  4. 8.7.4Community Mental Health FrameworkAugust 16, 2023

8.8Prisons and Approved Premises

  1. 8.8.1Prisons and Approved PremisesJanuary 5, 2024

9.Community Recovery Mental Health Services

9.1Contact and Referral

  1. 9.1.1Receiving a Contact or ReferralJanuary 5, 2024
  2. 9.1.2Deciding the Outcome of a Contact or ReferralJanuary 5, 2024
  3. 9.1.3Actions and Next StepsJanuary 5, 2024

9.2Establishing Needs

  1. 9.2.1Introduction, Legal Requirements and ToolsJanuary 5, 2024
  2. 9.2.2Preparing to Establish NeedsJanuary 5, 2024
  3. 9.2.3The Skilled ConversationJanuary 5, 2024
  4. 9.2.4Agreeing Needs and Making a Formal RecordJanuary 5, 2024
  5. 9.2.5Understanding and Applying Eligibility CriteriaJanuary 5, 2024
  6. 9.2.6Communicating the Outcome and Next StepsJanuary 5, 2024

9.3Meeting Needs

  1. 9.3.1Establishing Ordinary ResidenceJanuary 5, 2024
  2. 9.3.2Requesting a Financial AssessmentJanuary 5, 2024
  3. 9.3.3Setting an Indicative BudgetJanuary 5, 2024
  4. 9.3.4Care and Support PlanningJanuary 5, 2024
  5. 9.3.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetJanuary 5, 2024
  6. 9.3.6Arranging Support and ServicesJanuary 5, 2024

9.4Reviewing Support and Services

  1. 9.4.1Legal Requirements of a Care and Support Plan Review and ToolsJanuary 5, 2024
  2. 9.4.2Preparing to Carry out a Care and Support Plan ReviewJanuary 5, 2024
  3. 9.4.3The Full Review ConversationJanuary 5, 2024
  4. 9.4.4The Light Touch Review ConversationJanuary 5, 2024
  5. 9.4.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordJanuary 5, 2024
  6. 9.4.6Actions Following a Care and Support Plan ReviewJanuary 5, 2024
  7. 9.4.7Monitoring Urgent or Interim Support and ServicesJanuary 5, 2024
  8. 9.4.8Reviewing a Direct Payment

9.5Functions under the Mental Health Act

  1. 9.5.1Understanding the Mental Health Act 1983January 5, 2024
  2. 9.5.2Social Circumstances ReportJanuary 5, 2024
  3. 9.5.3Section 117 AftercareJanuary 5, 2024
  4. 9.5.4Community Mental Health FrameworkAugust 16, 2023

10.Living and Ageing Well (Short Term Support) Service

  1. 10.0.1About the Living and Ageing Well (Short Term Support) ServiceJanuary 5, 2024

11.Occupational Therapy and Adapted Housing

11.1Using these Procedures

  1. 11.1.1Using these Procedures (Occupational Therapy and Adapted Housing)January 5, 2024

11.2Contact and Referral

  1. 11.2.1Receiving a Contact or ReferralJanuary 5, 2024
  2. 11.2.2Deciding the Outcome of a Contact or Referral (OT and Adapted Housing)January 5, 2024
  3. 11.2.3Actions and Next Steps (OT and Adapted Housing)January 5, 2024

11.3Establishing Needs

  1. 11.3.1Introduction, Legal Requirements and Tools (OT and Adapted Housing)January 5, 2024
  2. 11.3.2Preparing to Establish Needs (OT and Adapted Housing)January 5, 2024
  3. 11.3.3The Skilled Conversation (OT and Adapted Housing)January 5, 2024
  4. 11.3.4Agreeing Needs, Making a Formal Record and Next Steps (OT and Adapted Housing)January 5, 2024
  5. 11.3.5Establishing Likely Eligibility for a Disabled Facilities GrantApril 24, 2023
  6. 11.3.6Understanding and Applying Eligibility Criteria (Occupational Therapy)January 5, 2024
  7. 11.3.7Communicating the Outcome and Next Steps (Occupational Therapy)January 5, 2024

11.4Meeting Needs

  1. 11.4.1Establishing Ordinary Residence (OT and Adapted Housing)January 5, 2024
  2. 11.4.2Requesting a Financial AssessmentJanuary 5, 2024
  3. 11.4.3Applying for a Disabled Facilities GrantJanuary 5, 2024
  4. 11.4.4The Outcome of the Disabled Facilities Grant Application and Next StepsNovember 3, 2021
  5. 11.4.5Providing EquipmentJuly 21, 2023
  6. 11.4.6Equipment in a Care HomeNovember 3, 2021
  7. 11.4.7Providing Direct SupportNovember 3, 2021

11.5Monitoring and Review

  1. 11.5.1Monitoring and ReviewJanuary 5, 2024

12.Short Term Intervention Service

12.1Contact and Referral

  1. 12.1.1Receiving a Contact or ReferralJanuary 5, 2024
  2. 12.1.2Deciding the Outcome of a Contact or Referral (Short Term Intervention Service)January 5, 2024
  3. 12.1.3Actions and Next Steps (Short Term Intervention Service)January 5, 2024

12.2Establishing Needs

  1. 12.2.1Introduction, Purpose and Tools (Short Term Intervention Service)January 5, 2024
  2. 12.2.2Preparing to Establish Needs (Short Term Intervention Service)January 5, 2024
  3. 12.2.3The Skilled Conversation (Short Term Intervention Service)January 5, 2024
  4. 12.2.4Agreeing Needs, Making a Formal Record and Next Steps (Short Term Intervention Service)January 5, 2024

12.3Meeting Needs

  1. 12.3.1The Reablement PlanJanuary 5, 2024
  2. 12.3.2Arranging the Reablement ServiceJanuary 5, 2024

12.4Monitoring and Reviewing Reablement

  1. 12.4.1Monitoring ReablementJanuary 5, 2024
  2. 12.4.2Monitoring Actions (Short Term Intervention Service)January 5, 2024
  3. 12.4.3The Reablement ReviewJanuary 5, 2024
  4. 12.4.4Deciding the Outcome of a Reablement Review and Making a Formal RecordJanuary 5, 2024
  5. 12.4.5Actions Following a Reablement ReviewJanuary 5, 2024

13.City Wide Care Alarms and Enablement Team

  1. 13.0.1Technology Enabled Care (including City Wide Alarms)January 5, 2024

14.Living and Ageing Well (Long Term Support) Service

  1. 14.0.1About the Living and Ageing Well (Long Term Support) ServiceJanuary 5, 2024

15.Hospital and Out of Hours Service

15.1Contact and Referral

  1. 15.1.1Receiving a Contact or ReferralJanuary 5, 2024
  2. 15.1.2Deciding the Outcome of a Contact or Referral (Hospital and Out of Hours Service)January 5, 2024
  3. 15.1.3Actions and Next Steps (Hospital and Out of Hours Service)January 5, 2024

15.2Discharge to Assess

  1. 15.2.1Discharge to AssessJanuary 5, 2024
  2. 15.2.2Monitoring Urgent or Interim Support and ServicesJanuary 5, 2024

15.3Establishing Needs

  1. 15.3.1Introduction, Legal Requirements and ToolsJanuary 5, 2024
  2. 15.3.2Preparing to Establish NeedsJanuary 5, 2024
  3. 15.3.3The Skilled ConversationJanuary 5, 2024
  4. 15.3.4Agreeing Needs and Making a Formal RecordJanuary 5, 2024
  5. 15.3.5Understanding and Applying Eligibility CriteriaJanuary 5, 2024
  6. 15.3.6Communicating the Outcome and Next StepsJanuary 5, 2024

15.4Meeting Needs

  1. 15.4.1Establishing Ordinary ResidenceJanuary 5, 2024
  2. 15.4.2Requesting a Financial AssessmentJanuary 5, 2024
  3. 15.4.3Setting an Indicative BudgetJanuary 5, 2024
  4. 15.4.4Care and Support PlanningJanuary 5, 2024
  5. 15.4.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetJanuary 5, 2024
  6. 15.4.6Arranging Support and ServicesJanuary 5, 2024

15.5Reviewing Support and Services

  1. 15.5.1Legal Requirements of a Care and Support Plan Review and ToolsJanuary 5, 2024
  2. 15.5.2Preparing to Carry out a Care and Support Plan ReviewJanuary 5, 2024
  3. 15.5.3The Full Review ConversationJanuary 5, 2024
  4. 15.5.4The Light Touch Review ConversationJanuary 5, 2024
  5. 15.5.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordJanuary 5, 2024
  6. 15.5.6Actions Following a Care and Support Plan ReviewJanuary 5, 2024
  7. 15.5.7Reviewing a Direct Payment

16.Care and Assessment Services

16.1Using these Procedures

  1. 16.1.1Using these Procedures (Care and Assessment Services)January 5, 2024

16.2Contact and Referral

  1. 16.2.1Receiving a Contact or ReferralJanuary 5, 2024
  2. 16.2.2Deciding the Outcome of a Contact or ReferralJanuary 5, 2024
  3. 16.2.3Actions and Next StepsJanuary 5, 2024

16.3Establishing Needs

  1. 16.3.1Introduction, Legal Requirements and ToolsJanuary 5, 2024
  2. 16.3.2Preparing to Establish NeedsJanuary 5, 2024
  3. 16.3.3The Skilled ConversationJanuary 5, 2024
  4. 16.3.4Agreeing Needs and Making a Formal RecordJanuary 5, 2024
  5. 16.3.5Understanding and Applying Eligibility CriteriaJanuary 5, 2024
  6. 16.3.6Communicating the Outcome and Next StepsJanuary 5, 2024

16.4Meeting Needs

  1. 16.4.1Establishing Ordinary ResidenceJanuary 5, 2024
  2. 16.4.2Requesting a Financial AssessmentJanuary 5, 2024
  3. 16.4.3Setting an Indicative BudgetJanuary 5, 2024
  4. 16.4.4Care and Support PlanningJanuary 5, 2024
  5. 16.4.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetJanuary 5, 2024
  6. 16.4.6Arranging Support and ServicesJanuary 5, 2024

16.5Reviewing Support and Services

  1. 16.5.1Legal Requirements of a Care and Support Plan Review and ToolsJanuary 5, 2024
  2. 16.5.2Preparing to Carry out a Care and Support Plan ReviewJanuary 5, 2024
  3. 16.5.3The Full Review ConversationJanuary 5, 2024
  4. 16.5.4The Light Touch Review ConversationJanuary 5, 2024
  5. 16.5.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordJanuary 5, 2024
  6. 16.5.6Actions Following a Care and Support Plan ReviewJanuary 5, 2024
  7. 16.5.7Monitoring Urgent or Interim Support and ServicesJanuary 5, 2024
  8. 16.5.8Reviewing a Direct Payment

17.Response and Enablement

17.1Contact and Referral

  1. 17.1.1Receiving a Contact or ReferralJanuary 5, 2024
  2. 17.1.2Deciding the Outcome of a Contact or ReferralJanuary 5, 2024
  3. 17.1.3Actions and Next StepsJanuary 5, 2024

17.2Establishing Needs

  1. 17.2.1Introduction, Legal Requirements and ToolsJanuary 5, 2024
  2. 17.2.2Preparing to Establish NeedsJanuary 5, 2024
  3. 17.2.3The Skilled ConversationJanuary 5, 2024
  4. 17.2.4Agreeing Needs and Making a Formal RecordJanuary 5, 2024
  5. 17.2.5Understanding and Applying Eligibility CriteriaJanuary 5, 2024
  6. 17.2.6Communicating the Outcome and Next StepsJanuary 5, 2024

17.3Meeting Needs

  1. 17.3.1Establishing Ordinary ResidenceJanuary 5, 2024
  2. 17.3.2Requesting a Financial AssessmentJanuary 5, 2024
  3. 17.3.3Setting an Indicative BudgetJanuary 5, 2024
  4. 17.3.4Care and Support PlanningJanuary 5, 2024
  5. 17.3.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetJanuary 5, 2024
  6. 17.3.6Arranging Support and ServicesJanuary 5, 2024

17.4Reviewing Support and Services

  1. 17.4.1Legal Requirements of a Care and Support Plan Review and ToolsJanuary 5, 2024
  2. 17.4.2Preparing to Carry out a Care and Support Plan ReviewJanuary 5, 2024
  3. 17.4.3The Full Review ConversationJanuary 5, 2024
  4. 17.4.4The Light Touch Review ConversationJanuary 5, 2024
  5. 17.4.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordJanuary 5, 2024
  6. 17.4.6Actions Following a Care and Support Plan ReviewJanuary 5, 2024
  7. 17.4.7Monitoring Urgent or Interim Support and ServicesJanuary 5, 2024
  8. 17.4.8Reviewing a Direct Payment

17.5City Wide Alarms

  1. 17.5.1Technology Enabled Care (including City Wide Alarms)January 5, 2024

17.6Short Term Intervention Service

  1. 17.6.1Short Term Intervention Service Procedures

18.Adult Future Options Service

  1. 18.0.1About the Adult Future Options ServiceJanuary 5, 2024

19.Continuing Healthcare Team

19.1Contact and Referral

  1. 19.1.1Receiving a Contact or ReferralJanuary 5, 2024
  2. 19.1.2Deciding the Outcome of a Contact or ReferralJanuary 5, 2024
  3. 19.1.3Actions and Next StepsJanuary 5, 2024

19.2Establishing Needs

  1. 19.2.1Introduction, Legal Requirements and ToolsJanuary 5, 2024
  2. 19.2.2Preparing to Establish NeedsJanuary 5, 2024
  3. 19.2.3The Skilled ConversationJanuary 5, 2024
  4. 19.2.4Agreeing Needs and Making a Formal RecordJanuary 5, 2024
  5. 19.2.5Understanding and Applying Eligibility CriteriaJanuary 5, 2024
  6. 19.2.6Communicating the Outcome and Next StepsJanuary 5, 2024

19.3Meeting Needs

  1. 19.3.1Establishing Ordinary ResidenceJanuary 5, 2024
  2. 19.3.2Requesting a Financial AssessmentJanuary 5, 2024
  3. 19.3.3Setting an Indicative BudgetJanuary 5, 2024
  4. 19.3.4Care and Support PlanningJanuary 5, 2024
  5. 19.3.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetJanuary 5, 2024
  6. 19.3.6Arranging Support and ServicesJanuary 5, 2024

19.4Reviewing Support and Services

  1. 19.4.1Legal Requirements of a Care and Support Plan Review and ToolsJanuary 5, 2024
  2. 19.4.2Preparing to Carry out a Care and Support Plan ReviewJanuary 5, 2024
  3. 19.4.3The Full Review ConversationJanuary 5, 2024
  4. 19.4.4The Light Touch Review ConversationJanuary 5, 2024
  5. 19.4.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordJanuary 5, 2024
  6. 19.4.6Actions Following a Care and Support Plan ReviewJanuary 5, 2024
  7. 19.4.7Monitoring Urgent or Interim Support and ServicesJanuary 5, 2024
  8. 19.4.8Reviewing a Direct Payment

19.5NHS Continuing Healthcare, Funded Nursing Care and Joint Funding

  1. 19.5.1NHS Continuing Healthcare ProcedureJune 14, 2023
  2. 19.5.2NHS-funded Nursing Care Procedure (FNC)June 14, 2023
  3. 19.5.3Joint Packages of Health and Social CareMarch 16, 2023

20.Adult Future Options Teams

20.1Using these Procedures

  1. 20.1.1Using these Procedures (Adult Future Options Teams)January 5, 2024

20.2Contact and Review Requests

  1. 20.2.1Receiving a Contact or Review RequestApril 12, 2022
  2. 20.2.2Deciding the Outcome of a Contact or Review RequestNovember 9, 2021
  3. 20.2.3Actions and Next Steps (Adult Future Options Teams)January 5, 2024

20.3Reviewing Support and Services

  1. 20.3.1Legal Requirements of a Care and Support Plan Review and ToolsJanuary 5, 2024
  2. 20.3.2Preparing to Carry out a Care and Support Plan ReviewJanuary 5, 2024
  3. 20.3.3The Full Review ConversationJanuary 5, 2024
  4. 20.3.4The Light Touch Review ConversationJanuary 5, 2024
  5. 20.3.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordJanuary 5, 2024
  6. 20.3.6Actions Following a Care and Support Plan ReviewJanuary 5, 2024
  7. 20.3.7Monitoring Urgent or Interim Support and ServicesJanuary 5, 2024
  8. 20.3.8Reviewing a Direct Payment

20.4Establishing Needs

  1. 20.4.1Introduction, Legal Requirements and ToolsJanuary 5, 2024
  2. 20.4.2Preparing to Establish NeedsJanuary 5, 2024
  3. 20.4.3The Skilled ConversationJanuary 5, 2024
  4. 20.4.4Agreeing Needs and Making a Formal RecordJanuary 5, 2024
  5. 20.4.5Understanding and Applying Eligibility CriteriaJanuary 5, 2024
  6. 20.4.6Communicating the Outcome and Next StepsJanuary 5, 2024

20.5Meeting Needs

  1. 20.5.1Requesting a Financial AssessmentJanuary 5, 2024
  2. 20.5.2Setting an Indicative BudgetJanuary 5, 2024
  3. 20.5.3Care and Support PlanningJanuary 5, 2024
  4. 20.5.4Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetJanuary 5, 2024
  5. 20.5.5Arranging Support and ServicesJanuary 5, 2024

21.Sensory Impairment Team

21.1Contact and Referral

  1. 21.1.1Receiving a Contact or ReferralJanuary 5, 2024
  2. 21.1.2Deciding the Outcome of a Contact or ReferralJanuary 5, 2024
  3. 21.1.3Actions and Next StepsJanuary 5, 2024

21.2Establishing Needs

  1. 21.2.1Introduction, Legal Requirements and ToolsJanuary 5, 2024
  2. 21.2.2Preparing to Establish NeedsJanuary 5, 2024
  3. 21.2.3The Skilled ConversationJanuary 5, 2024
  4. 21.2.4Agreeing Needs and Making a Formal RecordJanuary 5, 2024
  5. 21.2.5Understanding and Applying Eligibility CriteriaJanuary 5, 2024
  6. 21.2.6Communicating the Outcome and Next StepsJanuary 5, 2024

21.3Meeting Needs

  1. 21.3.1Establishing Ordinary ResidenceJanuary 5, 2024
  2. 21.3.2Requesting a Financial AssessmentJanuary 5, 2024
  3. 21.3.3Setting an Indicative BudgetJanuary 5, 2024
  4. 21.3.4Care and Support PlanningJanuary 5, 2024
  5. 21.3.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetJanuary 5, 2024
  6. 21.3.6Arranging Support and ServicesJanuary 5, 2024

21.4Reviewing Support and Services

  1. 21.4.1Legal Requirements of a Care and Support Plan Review and ToolsJanuary 5, 2024
  2. 21.4.2Preparing to Carry out a Care and Support Plan ReviewJanuary 5, 2024
  3. 21.4.3The Full Review ConversationJanuary 5, 2024
  4. 21.4.4The Light Touch Review ConversationJanuary 5, 2024
  5. 21.4.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordJanuary 5, 2024
  6. 21.4.6Actions Following a Care and Support Plan ReviewJanuary 5, 2024
  7. 21.4.7Monitoring Urgent or Interim Support and ServicesJanuary 5, 2024
  8. 21.4.8Reviewing a Direct Payment

22.Transitions Team

22.1Children's Procedures

  1. 22.1.1Sheffield Children's Services Procedures Manual

22.2Deciding Whether to Start Transition

  1. 22.2.1Deciding Whether to Start TransitionApril 24, 2023
  2. 22.2.2Deciding Whether to Start Carers TransitionNovember 3, 2021
  3. 22.2.3Recording the Decision and Next StepsNovember 3, 2021

22.3Child's Needs Assessment

  1. 22.3.1Introduction, Legal Requirements and Tools (Child's Needs Assessment)November 9, 2021
  2. 22.3.2Preparing to Establish Needs (Child's Needs Assessment)November 9, 2021
  3. 22.3.3The Skilled Conversation (Child's Needs Assessment)November 9, 2021
  4. 22.3.4Agreeing Needs, Making a Formal Record and Next Steps (Child's Needs Assessment)July 21, 2023

22.4Carer's Transition Assessments

  1. 22.4.1Introduction, Legal Requirements and Tools (Carer's Transition)November 9, 2021
  2. 22.4.2Preparing to Establish the Needs of Parent CarersJanuary 5, 2024
  3. 22.4.3Preparing to Establish the Needs of Young CarersNovember 3, 2021
  4. 22.4.4The Skilled Conversation (Parent Carers)September 27, 2021
  5. 22.4.5The Skilled Conversation (Young Carers)November 9, 2021
  6. 22.4.6Agreeing Needs, Making a Formal Record and Next Steps (Carer's Transition)April 12, 2022

22.5Transition Planning and Review

  1. 22.5.1Setting an Indicative Budget (Transition to Adult Care and Support)November 9, 2021
  2. 22.5.2The Transition PlanJanuary 5, 2024
  3. 22.5.3Reviewing a Transition PlanJuly 21, 2023
  4. 22.5.4Reviewing an Education, Health and Care Plan (from 18 years)July 22, 2022

22.6Contacts and Referrals from Adults

  1. 22.6.1Receiving a Contact or ReferralJanuary 5, 2024
  2. 22.6.2Deciding the Outcome of a Contact or ReferralJanuary 5, 2024
  3. 22.6.3Actions and Next StepsJanuary 5, 2024

22.7Establishing Adult Needs

  1. 22.7.1Introduction, Legal Requirements and ToolsJanuary 5, 2024
  2. 22.7.2Preparing to Establish NeedsJanuary 5, 2024
  3. 22.7.3The Skilled ConversationJanuary 5, 2024
  4. 22.7.4Agreeing Needs and Making a Formal RecordJanuary 5, 2024
  5. 22.7.5Understanding and Applying Eligibility CriteriaJanuary 5, 2024
  6. 22.7.6Communicating the Outcome and Next StepsJanuary 5, 2024

22.8Care and Support Planning

  1. 22.8.1Establishing Ordinary ResidenceJanuary 5, 2024
  2. 22.8.2Requesting a Financial AssessmentJanuary 5, 2024
  3. 22.8.3Setting an Indicative BudgetJanuary 5, 2024
  4. 22.8.4Care and Support PlanningJanuary 5, 2024
  5. 22.8.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetJanuary 5, 2024
  6. 22.8.6Arranging Support and ServicesJanuary 5, 2024

22.9Reviewing a Care and Support Plan

  1. 22.9.1Legal Requirements of a Care and Support Plan Review and ToolsJanuary 5, 2024
  2. 22.9.2Preparing to Carry out a Care and Support Plan ReviewJanuary 5, 2024
  3. 22.9.3The Full Review ConversationJanuary 5, 2024
  4. 22.9.4The Light Touch Review ConversationJanuary 5, 2024
  5. 22.9.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordJanuary 5, 2024
  6. 22.9.6Actions Following a Care and Support Plan ReviewJanuary 5, 2024
  7. 22.9.7Monitoring Urgent or Interim Support and ServicesJanuary 5, 2024
  8. 22.9.8Reviewing a Direct Payment

23.Provider Services

  1. 23.0.1Provider Services and Using these ProceduresJanuary 5, 2024

24.Carers Procedures

24.1Contact and Referral

  1. 24.1.1Receiving a Contact or ReferralJanuary 5, 2024
  2. 24.1.2Deciding the Outcome of a Contact or Referral (Carers)January 5, 2024
  3. 24.1.3Actions and Next Steps (Carers)January 5, 2024

24.2Establishing Needs

  1. 24.2.1Introduction, Legal Requirements and Tools (Carers)November 5, 2021
  2. 24.2.2Preparing to Establish Needs (Carers)September 29, 2021
  3. 24.2.3The Skilled Conversation (Carers)November 5, 2021
  4. 24.2.4Agreeing Needs and Making a Formal Record (Carers)April 12, 2022
  5. 24.2.5Understanding and Applying Eligibility Criteria (Carers)October 8, 2021
  6. 24.2.6Communicating the Outcome and Next Steps (Carers)August 16, 2023

24.3Meeting Needs

  1. 24.3.1Establishing Ordinary ResidenceJanuary 5, 2024
  2. 24.3.2Requesting a Financial AssessmentJanuary 5, 2024
  3. 24.3.3Setting an Indicative BudgetJanuary 5, 2024
  4. 24.3.4Support PlanningAugust 18, 2023
  5. 24.3.5Signing off a Support Plan and Agreeing a Final Personal BudgetNovember 3, 2021
  6. 24.3.6Arranging Support and ServicesJanuary 5, 2024

24.4Reviewing Support and Services

  1. 24.4.1Legal Requirements of a Support Plan Review and ToolsSeptember 2, 2022
  2. 24.4.2Preparing to Carry out a Support Plan ReviewJuly 21, 2023
  3. 24.4.3The Full Review Conversation (Carers)July 21, 2023
  4. 24.4.4The Light Touch Review Conversation (Carers)November 5, 2021
  5. 24.4.5Deciding the Outcome of a Support Plan Review and Making a Formal RecordNovember 3, 2021
  6. 24.4.6Actions Following a Support Plan ReviewAugust 18, 2023
  7. 24.4.7Monitoring Urgent or Interim Support and ServicesJanuary 5, 2024
  8. 24.4.8Reviewing a Direct Payment

Last Updated: May 28, 2024

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