Amendments

In March 2026, the link to the Care and Support Plan Sign Off Tool was removed from Section 3, Signing Off a Plan (Guidance for Authorisers) as this resource is no longer available.

In March 2026, following a full tri.x review, the chapters ‘The Full Review Conversation’ and ‘The Light Touch Review Conversation’ were replaced by one new chapter ‘The Review Conversation’.

In March 2026, this new chapter was added to Other Procedures and Guidance.

In March 2026, following a full tri.x review, the chapters ‘The Full Review Conversation (Carers)’ and ‘The Light Touch Review Conversation (Carers)’ were replaced by one new chapter ‘The Review Conversation (Carers)’.

In March 2026, a link to the Commissioning Responsibilities under the Care Act chapter of the Care Act 2014 Resource was added.

In March 2026, the link to the Care and Support Plan Sign Off Tool was removed from Section 3, Signing Off a Plan (Guidance for Authorisers) as this resource is no longer available.

In March 2026, information about the accessible information standard was added to Section 2, Providing Information and Advice. In addition, links to the Team Suitability Decision Support Tool, Urgent or Interim Support Decision Tool, and Allocation Support Tool were removed throughout, as these resources are no longer available.

In March 2026, a scope box was added to this chapter.

In March 2026, this chapter was updated following a legal review.

In September 2025, this new procedure was added to the Specialist Procedures section.

In September 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.

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

In September 2025, this chapter was replaced with an updated version following a full tri.x review.

In September 2025, this procedure 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.

In September 2025, this new procedure was added to the Specialist Procedures section.

In September 2025, this chapter was refreshed following a tri.x review.

In September 2025, this new procedure was added to the Universal Procedures section.

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

In September 2025, a link to the GOV.UK guidance for prisons on what facilities, services and support to provide to prisoners on a daily basis was added to Section 1, Using this Procedure and Further Guidance.

In September 2025, 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. Information about The Victoria and Stuart Project end of life care planning toolkit was added to Section 12, Learning Disability.

In September 2025, this chapter was updated throughout following a full tri.x legal review.

In September 2025, this chapter was refreshed throughout following a full tri.x review.

In September 2025, information about prepaid cards was added into Section 1, What is a Direct Payment. Text improvements were also made to this chapter following a tri.x review.

Section 5, Identifying Carers was updated in September 2025 to highlight the importance of identifying informal carers.

In March 2025, the link to the ADASS Priority Tool for Deprivation of Liberty Requests was updated in Section 5, Receiving a Standard Authorisation Request.

In March 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.

In March 2025, 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.

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

In March 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.

In March 2025, Section 9, Out of Area Services was updated to clarify that Extra Care Housing is classified as specified accommodation.

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

In March 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.

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

In March 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).

In March 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.  

In March 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.

In March 2025, information about fixed costs and Deputy renumeration was updated in Section 5, Exploring all Available Options.

In September 2024, the link to NHS England: Quick Guide: Discharge to Assess was removed.

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, 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, a need to know box was added with information about responding to requests from an eligible person.

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

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 reflect changes made to the chapter Financial Assessment.

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. Minor text amendments were 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.

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 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, Section 9, 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 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.

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, 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. 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.

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 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, 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, Making a Property and Affairs Deputyship Application regarding notifications..

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

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

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, 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, 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, Twitter was changed to X (formerly Twitter).

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'.

In March 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.

In March 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 into Section 5, Receiving a Standard Authorisation Request. 

In March 2024, a new Section 5, Identifying Carers was added. Section 3, Receiving a Contact or Referral was also updated.

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

In March 2024, this new chapter was added into the 'Other Procedures and Guidance' Section.

In March 2024, this new chapter was added into the 'Other Procedures and Guidance' section.

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

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

In March 2024, a link was added to the Ordinary Residence Section in the Section 117 Aftercare Procedure.

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

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, 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 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 addition, the Home Office Status, Verification, Enquiries and Checking service e-mail was updated.

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

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