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Amendments

2025

April 2025

Co-production

In April 2025, this new chapter was added to the Universal Procedures section.

Direct Payments

In April 2025, information about prepaid cards was added into Section 1, What is a Direct Payment.

Joint Packages of Health and Social Care

In April 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.

Equality, Diversity and Human Rights

In April 2025, the link to SCIE: Equality Act 2010 - overview for social care was removed in Section 6, Further Information and Guidance, as the page is no longer available.

Deputyship and Financial Affairs

In April 2025, information about Money Helpers was updated in Section 2, Identifying Support Needs.

Housing and Homelessness

In April 2025, this new chapter was added to the Specialist Procedures Section.

NHS Continuing Healthcare Procedure

In April 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).

End of Life Procedures and Practice Guidance

In April 2025, Information about The Victoria and Stuart Project end of life care planning toolkit was added to Section 12, Learning Disability. In addition, the Skills for Care Common Core Principles and Competencies in Section 7, Good Practice Guidance for End of Life Care was removed and replaced with The Universal Principles for Advance Care Planning.

Debt Respite Scheme (Breathing Spaces) Procedure

In April 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. 

No Recourse to Public Funds (NRPF)

In April 2025, Section 11, Meeting Needs and Review was updated to include information about alternative temporary housing options that can be explored. Additionally, Section 13, People with NRPF who are Receiving After-Care under Section 117 of the Mental Health Act 1983 was refreshed and a link added to the Section 117 Aftercare chapter.

Care and Support Planning

In April 2025, Section 12, The Skilled Conversation: Risk and Contingency, was updated to include transport arrangements in contingency planning. 

The Skilled Conversation (Carers)

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

Actions and Next Steps

In April 2025, this chapter was replaced with an updated version following a full review. The new version includes an update to Section 2, Providing Information about a Person or Carer to reflect amendments made to the chapter Providing Information about a Person or Carer following a full tri.x legal review. 

Protecting Moveable Property

In April 2025, a full tri.x review of the chapter, Protecting Moveable Property and Belongings was carried out. The chapter was renamed, and all content was updated. This included incorporating amendments made to the Care Act 2014 Resource chapter, Protecting Property of Adults being Cared for Away from Home following a recent full legal review.

AMHP Procedure

In April 2025, Section 5, How to Contact the Service, was updated to clarify that a request for a Mental Health Act assessment should be made at the earliest possible opportunity.

The Light Touch Review Conversation (Carers)

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

The Full Review Conversation (Carers)

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

2024

October 2024

Deputyship and Financial Affairs

In October 2024, information about fixed costs and Deputy renumeration was updated in Section 5, Exploring all Available Options. Information was also 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, Making a Property and Affairs Deputyship Application regarding notifications.

Recognising and Responding to Deprivations of Liberty

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

Direct Payments

In October 2024, this chapter was replaced with an updated version following a full review. This new version reflects feedback received following a full tri.x legal review of the Care Act 2014 Resource section 'Direct Payments'.

Death of a Person or Carer

In October 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.

Section 117 Aftercare

In October 2024, a scope box was 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 was given a full legal review and additional information was 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). 

Legal Requirements of a Support Plan Review and Tools

In October 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 Carry out a Care and Support Plan Review

In October 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.

Preparing to Establish Needs

In October 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.

Understanding and Applying Eligibility Criteria (Carers)

In October 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.

Debt Respite Scheme (Breathing Spaces) Procedure

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

The Light Touch Review Conversation

In October 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 October 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.   

End of Life Procedures and Practice Guidance

In October 2024, the SCIE End of Life Hub was removed from Section 7, Good Practice Guidance for End of Life as it is no longer available. It was replaced with BASW guidance: The role of social workers in palliative, end of life and bereavement care. 

Introduction, Legal Requirements and Tools (Carers)

In October 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.

Legal Requirements of a Care and Support Plan Review and Tools

In October 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.

Prisons and Approved Premises

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

Preparing to Carry out a Support Plan Review

In October 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.

The Reablement Review

In October 2024, text amendments were made to Section 7, Preparing for the Review. 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.

Care and Support Planning

In October 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.

Introduction, Legal Requirements and Tools

In October 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 Care and Support Plan and Agreeing a Final Personal Budget

In October 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.

Signing off a Support Plan and Agreeing a Final Personal Budget

In October 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.

Setting an Indicative Budget

In October 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 October 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.  

Support Planning

In October 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 October 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 (Occupational Therapy)

In October 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. 

Arranging Support and Services

Section 8, Out of Area Services was updated in October 2024 to reflect amendments made previously to Ordinary Residence chapters following a legal review and to clarify that Extra Care Housing is classified as specified accommodation.

Understanding and Applying Eligibility Criteria

Section 3, Applying the Eligibility Criteria was updated in October 2024 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. Minor text amendments were 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 (Occupational Therapy)

Section 3, Applying the Eligibility Criteria was updated in October 2024 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. Minor text amendments were also 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.

Deprivation of Liberty Safeguards Procedure

Section 4, Understanding the Deprivation of Liberty Safeguards was updated in October 2024 to provide additional clarity about continuous supervision, free to leave and state imputability. A 'need to know' box was added  into Section 5, Receiving a Standard Authorisation Request with information about responding to requests from an eligible person.

April 2024

Understanding the Mental Health Act 1983

Section 4, Sections of the Mental Health Act 1983 was updated in April 2024 to include information about Section 135 (2).

Deputyship and Financial Affairs

Section 6, Making a Property and Affairs Deputyship Application was updated in April 2024 to include more information about notifications. Information about Carer's Card accounts was added into Section 2, Identifying Support Needs.

Monitoring Actions (Reablement)

Section 8, Reporting Concerns about a Service Provider was revised in April 2024 to better reflect the remit of the reablement team.

Financial Assessment

In April 2024, this chapter was replaced with an updated version following a full review. This new version reflects feedback received following a full tri.x legal review of the Care Act 2014 Resource section 'Charging and Assessing Financial Resources'.

Requesting a Financial Assessment

In April 2024, text amendments were were made to reflect changes made to the chapter 'Financial Assessment'.

Continuity of Care Arrangements

In April 2024, text amendments were made to Section 1, An Introduction to Continuity of Care Arrangements. These amendments 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'.

NHS-funded Nursing Care Procedure (FNC)

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

NHS Continuing Healthcare Procedure

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

Joint Packages of Health and Social Care

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

Recognising and Responding to Deprivations of Liberty

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

Deprivation of Liberty Safeguards Procedure

In April 2024, relevant text amendments 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 to Section 5, Receiving a Standard Authorisation Request.

Acting as an Appropriate Adult

In April 2024, this new chapter was added to the Specialist Procedures section.

Discharge to Assess (Home First)

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

Social Circumstances Report

In April 2024, this chapter was fully reviewed and refreshed.

Equality, Diversity and Human Rights

In April 2024, this chapter was added to the Universal Procedures section.

No Recourse to Public Funds (NRPF)

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

Ordinary Residence Procedure

In April 2024, a link to the Section 117 Aftercare chapter section on ordinary residence was added.

CareCubed Procedure

In April 2024, this chapter was reviewed. As part of this review, the telephone number for iESE was removed as it is no longer valid.

Prisons and Approved Premises

In April 2024, this chapter was fully reviewed and refreshed.

2023

October 2023

Deciding the Outcome of a Contact or Referral

In October 2023, the ‘Ordinary Residence’ section was reviewed and refreshed.

Ordinary Residence Procedure

Section 5, Meeting the Urgent Needs of a Person who is not Ordinarily Resident was reviewed and refreshed in October 2023.

No Recourse to Public Funds (NRPF)

In October 2023, this chapter was refreshed throughout and amended to reflect changes to the immigration status requirements for people from EEA countries.

Deprivation of Liberty Safeguards Procedure

In October 2023, this chapter was fully reviewed and refreshed. This has included providing greater clarity on state imputability and adding two new sections: Section 15, Challenging an Authorisation using Section 21A and Section 16, The Future of the Deprivation of Liberty Safeguards. At the same time, the Liberty Protection Safeguards chapter was deleted.

Understanding the Mental Health Act 1983

In October 2023, this new chapter was added to the section ‘Mental Health Resources’.

Community Mental Health Framework

Section 117 Aftercare

Section 3, Ordinary Residence was updated in October 2023 to reflect the Supreme Court judgement R (Worcestershire County Council) v Secretary of State for Health and Social Care [2023] UKSC 31 and a link to the Community Mental Health Framework for Adults and Older Adults was added to Section 9, Further Information. At the same time, the Care Programme Approach was deleted as the CPA was superseded by the Community Mental Health Framework.

End of Life Procedures and Practice Guidance

Section 10, Advance Care Planning was refreshed in October 2023 to include information about the Universal Principles of Advance Care Planning.

Recognising and Responding to Deprivations of Liberty

In October 2023, this chapter was fully reviewed and refreshed. This included adding clarity around state imputability, moving information about Best Interests into the section ‘Applying to the Court’, adding information about the National Deprivation of Liberty Court and adding a new section ‘Challenging a DoLS Authorisation using Section 21A’.

Debt Respite Scheme (Breathing Spaces) Procedure

In October 2023, a new section was added ‘Final Demand Guide’. 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.

NHS Continuing Healthcare Procedure

In October 2023, this chapter was fully reviewed and refreshed.

Joint Packages of Health and Social Care

Deputyship and Financial Affairs

NHS-funded Nursing Care Procedure (FNC)

Actions and Next Steps

In October 2023, information about the Caldicott Principles was added to the section ‘Providing Information about a Person or Carer’.

April 2023

Section 117 Aftercare

In April 2023, this new chapter was added to the Mental Health Resources Section.

Joint Packages of Health and Social Care

In April 2023, a link was added in Section 1, Section 117 to the new Section 117 Aftercare chapter.