Amendments
2024
September 2024
In September 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. | |
In September 2024, Twitter was changed to X (formerly Twitter). | |
In September 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. | |
In September 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. | |
In September 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. | |
In September 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. | |
In September 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. | |
In September 2024, information was added to Sections 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. In Section 5, Exploring all Available Options information about fixed costs and Deputy renumeration was also updated. Further information regarding notifications was also added to Section 6, Making a Property and Affairs Deputyship Application | |
In September 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. | |
In September 2024, minor text amendments were made to Section 3, Failure of a Regulated Provider. These amendments were made to reflect feedback received following a full tri.x legal review of the Care Act 2014 Resource chapter, Commissioning Responsibilities under the Care Act. | |
In September 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. | |
Understanding and Applying Eligibility Criteria (Provision Services including OT) | In September 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. |
In September 2024, Approved Mental Capacity Professionals were removed from the list of individuals that can apply for a Mental Health Crisis Breathing Space. | |
In September 2024, text amendments were made to Section 2, 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. | |
Introduction, Legal Requirements and Tools (Provision Services including OT) | In September 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. |
In September 2024, text amendments were made to reflect changes made to the chapter Financial Assessment. | |
In September 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. | |
In September 2024, text amendments were made to Section 1, 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. | |
In September 2024, information about the Probation Finder was added to Section 2, Information about Prisons and Approved Premises. | |
Signing Off a Care and Support Plan and Agreeing a Final Personal Budget | In September 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. |
In September 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. | |
In September 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 also 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). | |
In September 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. | |
In September 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. | |
In September 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. | |
In September 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. | |
In September 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. | |
In September 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. | |
In September 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. | |
In September 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. | |
In September 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. | |
In September 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. | |
Legal Requirements of a Care and Support Plan Review and Tools | In September 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. |
In September 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. | |
Signing off a Support Plan and Agreeing a Final Personal Budget | In September 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. |
In September 2024, Section 8, Out of Area Services was updated to reflect amendments made previously to Ordinary Residence chapters following a legal review. | |
In September 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. |
March 2024
Section 8, Reporting Concerns about a Service Provider was revised in March 2024 to better reflect the remit of the reablement team. | |
In March 2024, the Home Office Status, Verification, Enquiries and Checking service email was updated in Section 6, Identifying People with NRPF. A link to the government guidance 'Asylum support' was added into Section 7, Providing Information and Advice. The guidance 'Supporting Migrants Lacking Mental Capacity in Relation to Immigration Matters' was also added into Section 1, Using this Procedure and Further Guidance. | |
In March 2024, this chapter was reviewed and refreshed, including the addition of several national resources. | |
In March 2024, a link to the section on ordinary residence in the Section 117 Aftercare procedure was added. | |
In March 2024, this new chapter was added to the Mental Health Social Work Section. Some local additions were also added. | |
In March 2024, the government 'Making Finance Decisions for Young People: Parent and Carer Toolkit' was added into the list of tools to support the Transition Plan conversation. | |
Section 6, Making a Property and Affairs Deputyship Application was updated in March 2024 to include more information about notifications, and information about Carer's Card accounts was added into Section 2, Identifying Support Needs. | |
In March 2024, relevant text amendments were made throughout to reflect the feedback received following a full tri.x legal review. | |
In March 2024, this chapter was fully reviewed and refreshed. | |
This new chapter was added to the Mental Health Social Work section of the manual in March 2024. | |
In March 2024, this chapter was fully reviewed and refreshed. | |
In March 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'. | |
This new chapter was added into the Specialist Procedures section of the manual in March 2024. | |
In March 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. | |
In March 2024, a new Section 5, Identifying Carers was added. | |
In March 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. | |
This new chapter was added into the Universal Procedures section of the manual in March 2024. |
2023
September 2023
Section 10, Advance Care Planning was refreshed in September 2023 to include information about the Universal Principles of Advance Care Planning. | |
In September 2023, a broken link in Section 1, Using this Procedure was fixed. Additional text was also added for clarity for children going through the transitions assessment. | |
Establishing Likely Eligibility for a Disabled Facilities Grant | In September 2023, a broken link was fixed in Section 3.1, When DFG eligibility is likely to be met. |
In September 2023, the 'Ordinary Residence' section was reviewed and refreshed. | |
Deciding the Outcome of a Contact or Referral (Social Care Direct) | |
Deciding the Outcome of a Contact or Referral (Provision Services including OT) | |
In September 2023, 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. | |
In September 2023, this chapter was fully reviewed and refreshed. | |
In September 2023, this chapter was fully reviewed and refreshed. Section 1, Section 117 was updated to add a link to the new Section 117 Aftercare Procedure. | |
Section 5, Meeting the Urgent Needs of a Person who is not Ordinarily Resident was reviewed and refreshed in September 2023. | |
In September 2023, information about the Caldicott Principles was added into the 'Providing Information about a Carer' section. | |
In September 2023, this chapter was refreshed throughout and amended to reflect changes to the immigration status requirements for people from EEA countries. Section 11, Meeting Needs and Review was also updated to include Share Lives placements. | |
In September 2023, information about the Caldicott Principles was added into the 'Providing Information about a Person/Carer' section. | |
In September 2023, this new chapter was added into the Mental Health Social Work Section. | |
In September 2023, this chapter was fully reviewed and refreshed. Content changes remain under review by Wakefield. | |
In September 2023, information about the Caldicott Principles was added. | |
In September 2023, information about the Caldicott Principles was added into the 'Providing Information about a Person' section. | |
In September 2023, this chapter was rewritten by Wakefield to reflect their own practice. Consequently, in arrangement with tri.x, the responsibility to ensure this content is updated, is now held with the Local Authority. | |
April 2023
In September 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. |
March 2023
Section 14, Deciding how the Plan will be Reviewed and Monitored was revised in March 2023 to better clarify the statutory requirements around the frequency in which Care and Support Plans should be reviewed. | |
In March 2023, information from all versions of this procedure relating to providing information about a person/carer was used to create a new standalone chapter in the Universal Procedures section. | |
In March 2023, a link was changed in Section 9, Access to Records and Information Sharing to the new standalone chapter in the Universal section ‘Providing Information about a Person Carer’. | |
Section 5, Arranging the Review and Preparing the Person was revised in March 2023 to better clarify the statutory requirements around the frequency in which Care and Support Plans should be reviewed. | |
Section 2, Deciding the Timeframe for the Next Review was revised in March 2023 to better clarify the statutory requirements around the frequency in which Support Plans should be reviewed. | |
Section 5, Arranging the Review and Preparing the Carer was revised in March 2023 to better clarify the statutory requirements around the frequency in which Support Plans should be reviewed. | |
Section 2, A Brief Introduction to Social Circumstances Reports was updated in March 2023 to clarify who can complete a Social Circumstances Report. Section 6, Writing the Report was also updated to include links to the HM Courts & Tribunals Service forms. | |
In March 2023, this new procedure was added to the Universal Procedures section. Relevant links to it were also added. | |
In March 2023, information from this procedure relating to providing information about a person/carer was used to create a new standalone chapter in the Universal Procedures section. | |
Legal Requirements of a Care and Support Plan Review and Tools | Section 3, Legal Requirements of Review and Section 6, Responding to a Review Request were both revised in March 2023 to better clarify the statutory requirements around the frequency in which Care and Support Plans should be reviewed. |
Section 2, Deciding the Timeframe for the Next Review was revised in March 2023 to better clarify the statutory requirements around the frequency in which Care and Support Plans should be reviewed. | |
Section 14, Deciding how the Plan will be Reviewed and Monitored was revised in March 2023 to better clarify the statutory requirements around the frequency in which Support Plans should be reviewed. | |
Section 3, Legal Requirements of Review and Section 6, Responding to a Review Request were both revised in March 2023 to better clarify the statutory requirements around the frequency in which Support Plans should be reviewed. |