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Amendments

2025

February 2025

Deputyship and Financial Affairs

In February 2025, information about Sibstar was added to Section 2, Identifying Support Needs.

Providing Information about a Person or Carer

In February 2025, Section 1, Maintaining Confidentiality about a Person or Carer was amended to clarify that the Data Protection Act 2018 and UK GDPR do not prevent the sharing of information for safeguarding purposes. 

Help with Money Problems

In February 2025, amendments were made to Section 5, Applying for a Mental Health Crisis Breathing Space. This was to reflect the changes to the definition of mental health crisis treatment that were made following the case Kaye v Lees [2023] EWCH 152. 

NHS Continuing Healthcare Procedure

In February 2025, amendments were made to Section 2, An Introduction to NHS Continuing Healthcare Funding and Section 5, Providing Information and Advice about NHS Continuing Healthcare. This included adding information about PUPoC (Previously unassessed periods of care).

The Skilled Conversation (Carers)

In February 2025, Section 8, Good Information and Advice and Prevention was updated to include information about carers leave.

Actions and Next Steps (Carers)

In February 2025, Section 4, Providing Information about a Carer was updated to reflect amendments made to the chapter Providing Information about a Person or Carer following a full tri.x legal review.

Joint Packages of Health and Social Care

In February 2025, an amendment was made to Section 3, Local Joint Package of Care Arrangements to clarify that the Care and Support Statutory Guidance requires the Local Authority and ICB to agree a local dispute resolution process to resolve any disputes regarding the apportionment of funding in joint funded care and support packages.  

Recording and Keeping Records

In February 2025, Section 3, Principles of Good Recording was updated to include links to resources that support anti-discriminatory recording. 

The Full Review Conversation (Carers)

In February 2025, Section 8, Good Information and Advice and Prevention was updated to include information about carers leave.

The Light Touch Review Conversation (Carers)

In February 2025, Section 8, Good Information and Advice and Prevention was updated to include information about carers leave.

2024

August 2024

Help with Money Problems

In August 2024, Approved Mental Capacity Professionals were removed from the list of individuals that can apply for a Mental Health Crisis Breathing Space.

Care and Support Planning

In August 2024, this chapter was amended to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource section ‘Meeting Needs’.

Understanding the Mental Health Act 1983

In August 2024, text improvements were made to this chapter. This included adding information about the Right Care Right Person guidance used by the police and the interface between the Mental Health Act and the Mental Capacity Act 2005.

Introduction, Legal Requirements and Tools (Carers)

In August 2024, text amendments were made to Section 3, The Purpose of any Assessment. These amendments have been made to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource chapter ‘The Purpose of Assessment’.   

Preparing to Carry out a Support Plan Review

In August 2024, text amendments were made to Section 5, Arranging the Review and Preparing the Carer. These amendments were made to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource chapter ‘Carrying Out an Assessment’.

Legal Requirements of a Support Plan Review and Tools

In August 2024, this chapter was amended to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource section ‘Meeting Needs’.

Death of a Person or Carer

In August 2024, information was added to Section 2, Notifying Others about notifications that may need to be made when a person/carer dies, including the requirement that local authorities should notify Ofsted of the death of any care leaver under the age of 25, where it is aware of their care leaver status.

Deprivation of Liberty Safeguards Procedure and DoLS Team in Rotherham

In August 2024, Section 4, Understanding the Deprivation of Liberty Safeguards was updated to provide additional clarity about continuous supervision, free to leave and state imputability. In Section 5, Understanding the Deprivation of Liberty Safeguards, a ‘need to know’ box has been added with information about responding to requests from an eligible person.

Introduction, Legal Requirements and Tools (Occupational Therapy)

In August 2024, text amendments were made to Section 3, The Purpose of any Assessment. These amendments were made to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource chapter ‘The Purpose of Assessment’. 

Signing off a Support Plan and Agreeing a Final Personal Budget

In August 2024, this chapter was amended to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource section ‘Meeting Needs’.

Social Media (use of)

In August 2024, Twitter was changed to X (formerly Twitter).

Signing Off a Care and Support Plan and Agreeing a Final Personal Budget

In August 2024, this chapter was amended to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource section ‘Meeting Needs’.

Preparing to Establish Needs (Occupational Therapy)

In August 2024, text amendments were made to Section 4, Arranging the Assessment and Preparing the Person. These amendments were made to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource chapter ‘Carrying Out an Assessment’.   

Preparing to Establish Needs

In August 2024, text amendments were made to Section 5, Arranging the Assessment and Preparing the Person. These amendments were made to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource chapter ‘Carrying Out an Assessment’.  

Setting an Indicative Budget

In August 2024, this chapter was amended to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource section ‘Meeting Needs’.

Understanding and Applying Eligibility Criteria (Occupational Therapy)

In August 2024, Section 3, Applying the Eligibility Criteria was updated to include information from the Care and Support statutory guidance about establishing whether the person's needs arise from a physical or mental impairment or illness. Also, minor text amends have also been made. These amendments were made to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource chapter ‘The National Eligibility Criteria’.

Understanding and Applying Eligibility Criteria (Carers)

In August 2024, minor text amendments were made to Section ‘3, Applying the Eligibility Criteria. These amendments were made to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource chapter ‘The National Eligibility Criteria’.

Legal Requirements of a Care and Support Plan Review and Tools

In August 2024, this chapter was amended to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource section ‘Meeting Needs’.

Preparing to Establish Needs (Carers)

In August 2024, text amendments were made to Section 5, Arranging the Assessment and Preparing the Carer. These amendments were made to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource chapter ‘Carrying Out an Assessment’.   

Preparing to Carry out a Care and Support Plan Review

In August 2024, text amendments were made to Section 5, Arranging the Review and Preparing the Person. These amendments were made to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource chapter ‘Carrying Out an Assessment’.

Deputyship and Financial Affairs

In August 2024, information was added to Section 4, Concerns About an Appointee, Deputy or Donee and Section 5, Exploring all Available Options to clarify that the Court of Protection can also revoke a Deputyship or Lasting Power of Attorney. Further information was also added to section 6 regarding notifications. Also, information about fixed costs and Deputy renumeration was updated in Section 5, Exploring all Available Options.

Introduction, Legal Requirements and Tools

In August 2024, text amendments were made to Section 3, The Purpose of any Assessment. These amendments were made to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource chapter ‘The Purpose of Assessment’.

Prisons and Approved Premises

In August 2024, information about the Probation Finder was added to Section 2, Information about Prisons and Approved Premises.

The Light Touch Review Conversation (Carers)

In August 2024, this chapter was amended to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource section ‘Meeting Needs’.

Arranging Support and Services

In August 2024, Section 8, Out of Area Services was updated to reflect amends made previously to Ordinary Residence chapters following a legal review.

Section 117 Aftercare

In August 2024, a scope box has been added to top of this chapter, alerting and signposting practitioners to the statutory guidance issued in January 2024: Discharge from mental health inpatient settings. The chapter has also had a full legal review and additional information has been added in Section 5, Aftercare Planning and Assessment around support to claim benefits in line with the findings of the ombudsman decision NHS Devon ICB (22 008 927b).

Preparing to Establish Needs (Child's Needs Assessment)

In August 2024, text amendments were made to Section 5, Arranging the Assessment and Preparing the Young Person. These amendments were made to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource chapter ‘Carrying Out an Assessment’.

Understanding and Applying Eligibility Criteria

In August 2024, Section 3, Applying the Eligibility Criteria was updated to include information from the Care and Support statutory guidance about establishing whether the person's needs arise from a physical or mental impairment or illness. Also minor text amends have also been made. These amends have been made to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource chapter ‘The National Eligibility Criteria’.

Requesting a Financial Assessment

In August 2024, text amends were made to reflect changes made to the chapter ‘Financial Assessment’.

Recognising and Responding to Deprivations of Liberty

In August 2024, this chapter was updated following a full tri.x legal review.

Preparing to Establish the Needs of Parent Carers

In August 2024, text amendments were made to Section 5, Arranging the Assessment and Preparing the Parent Carer. These amendments were made to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource chapter ‘Carrying Out an Assessment’.

Preparing to Establish the Needs of Young Carers

In August 2024, text amendments were made to Section 5, Arranging the Assessment and Preparing the Young Carer. These amendments were made to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource chapter ‘Carrying Out an Assessment’.

May 2024

Deputyship and Financial Affairs

In May 2024, information to clarify that the Court of Protection can also revoke a Deputyship or Lasting Power of Attorney was added into Section 4, Concerns About an Appointee, Deputy or Donee and Section 5, Exploring All Available Options. Further information regarding notifications was also added into Section 7, Making a Property and Affairs Deputyship Application. Also, a new Section 6, Adult Social Care Deputyship/Appointee Team in Rotherham was added.

Deprivation of Liberty Safeguards Procedure and DoLS Team in Rotherham

In May 2024, a new Section 1, Adult Social Care DoLS Team in Rotherham was added.

February 2024

Equality, Diversity and Human Rights

This new chapter was added in February 2024.

Prisons and Approved Premises

This chapter was fully reviewed and refreshed in February 2024.

The Domestic Abuse Assertive Outreach Service

This new chapter was added in February 2024.

Understanding the Mental Health Act 1983

This new chapter was added in February 2024.

No Recourse to Public Funds (NRPF)

In February 2024, the 'Supporting Migrants Lacking Mental Capacity in Relation to Immigration Matters' guidance was added into Section 1, Using this Procedure and Further Guidance. A link to the 'Asylum support' government guidance was added into Section 7, Providing Information and Advice. The Home Office Status, Verification, Enquiries and Checking service e-mail was also updated.

Social Circumstances Report

This chapter was fully reviewed and refreshed in February 2024.

Help with Money Problems

In February 2024, a new Section 2, Final Demand Guide was added. Updated in May 2023, the Final Demand Guide provides basic advice for health and social care workers, describing how they can practically help people with debt and mental health problems.

Ordinary Residence Procedure

In February 2024, a link to the section on ordinary residence in the Section 117 Aftercare Procedure was added.

Continuity of Care Arrangements

In February 2024, text amends were made to Section 1, An Introduction to Continuity of Care Arrangements. These amends were made to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource chapter 'Continuity of Care when a Person Moves'.

The Complex Lives Team in Rotherham

This chapter was refreshed in February 2024.

NHS Continuing Healthcare Procedure

In February 2024, relevant text amends were made throughout to reflect the feedback received following a full tri.x legal review.

Receiving a Contact or Referral

In February 2024, a new Section 5, Identifying Carers was added.

Deprivation of Liberty Safeguards Procedure and DoLS Team in Rotherham

In February 2024, relevant text amends were made throughout to reflect the feedback received following a full tri.x legal review. In addition to this, information about use of the ADASS Priority Tool for Deprivation of Liberty Requests was added into Section 5, Receiving a Standard Authorisation Request.

Deputyship and Financial Affairs

In February 2024, this chapter was fully reviewed and refreshed. Section 6, Making a Property and Affairs Deputyship Application was updated to include more information about notifications. Information about Carer’s Card accounts was added into Section 2, Identifying Support Needs.

Recognising and Responding to Deprivations of Liberty

In February 2024, relevant text amends were made throughout to reflect the feedback received following a full tri.x legal review of the Deprivation of Liberty Safeguards Procedure.

The Transition Plan

In February 2024, a Link to the government 'Making Finance Decisions for Young People: Parent and Carer Toolkit' was added to the list of tools to support the Transition Plan conversation.

Discharge to Assess (Home First)

In February 2024, this chapter was reviewed and refreshed, including the addition of several national resources.

Joint Packages of Health and Social Care

In February 2024, relevant text amends were made throughout to reflect the feedback received following a full tri.x legal review of the NHS Continuing Healthcare Procedure.

Section 117 Aftercare

Section 3, Ordinary Residence was updated in February 2024 to reflect the Supreme Court judgement R (Worcestershire County Council) v Secretary of State for Health and Social Care [2023] UKSC 31.

NHS-funded Nursing Care Procedure (FNC)

In February 2024, relevant text amends were made throughout to reflect the feedback received following a full tri.x legal review of the NHS Continuing Healthcare Procedure.