Amendments

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

In October 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.

Section 12, Good Conversations: Risk and Contingency was updated in October 2025 to include transport arrangements in contingency planning.

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

In October 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 Providing Information about a Person or Carer procedure following a full tri.x legal review. 

In October 2025, this new procedure was added to the Other Procedures section.

In October 2025, this new procedure was added to the Other Procedures section.

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

In October 2025, text improvements were made to this chapter following a tri.x review.

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

In October 2025, amendments were made to the case examples in Section 4, Seeking Consent to Protect Moveable Property.

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

Section 11, Meeting Needs and Review was updated in April 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 to the Section 117 Aftercare chapter was added.

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

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

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

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

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

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

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.

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

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

This chapter was updated in April 2025.

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

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.  

This chapter was updated in April 2025.

In April 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. Additionally, information about The Victoria and Stuart Project end of life care planning toolkit was added to Section 13, Learning Disability.

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).

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.

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.

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. In Section 5, a 'need to know' box was added with information about responding to requests from an eligible person.

Section 3, What must be considered was updated in October 2024 to reflect other chapters in the manual.

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.

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.

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.

In October 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 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.

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.

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

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. 

In October 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 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.

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. 

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.

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.

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. 

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

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. 

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.

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.

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, Charging and Assessing Financial Resources.

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.

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.

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.

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.

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

In October 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 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.

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

In October 2024, information about fixed costs and Deputy renumeration was updated in Section 5, Exploring all Available Options. 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. Further information was also added to Section 6, Making a Property and Affairs Deputyship Application regarding notifications.

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 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 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.

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.

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.

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

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.

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. 

In April 2024, a new Section 5, Identifying Carers.

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.

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.

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

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.

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'.

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.

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

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

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

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

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

In April 2024, a link to the government guidance 'Asylum support' was added to Section 7, Providing Information and Advice. The guidance 'Supporting Migrants Lacking Mental Capacity in Relation to Immigration Matters' was added to Section 1, Using this Procedure and Further Guidance. Additionally, the Home Office Status, Verification, Enquiries and Checking service email was updated in Section 6.3, Verifying NRPF status.

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

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

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

In October 2023, this new chapter was added to the Other Procedures Section.

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

In October 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 Shared Lives placements.

In October 2023, information about the Caldicott Principles was added into the 'Providing Information about a Person' section.

In October 2023, information about the Caldicott Principles was added.

In October 2023, information and references to the Care Programme Approach (CPA) were removed.

In October 2023, information about the Caldicott Principles was added into the 'Providing Information about a Carer' section.

Section 15, Challenging an Authorisation using Section 21A and Section 16, The Future of the Deprivation of Liberty Safeguards were added in October 2023. Section 4, Understanding the Deprivation of Liberty Safeguards was updated to provide greater clarity on state immutability. At the same time, the Liberty Protection Safeguards chapter was deleted.

In October 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. Additionally, further information and references to the Care Programme Approach (CPA) were removed.

This chapter was updated in October 2023, to fix a broken link.

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

In October 2023, this chapter was fully reviewed and refreshed. This included moving information about Best Interests into Section 6, Applying to the Court, adding information about the National Deprivation of Liberty Court and adding a new Section 8, Challenging a DoLS Authorisation using Section 21A. Section 2, Identifying Deprivations of Liberty (ages 18 and over) and Section 5, Identifying and Responding to Deprivations of Liberty (ages 16 and 17) were both updated to provide greater clarity on state imputability. 

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

In October 2023, a link to the Community Mental Health Framework for Adults and Older Adults documents was added into Section 9, Further Information. References to the Care Programme Approach (CPA) were also removed.

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

In April 2023, this new procedure was added to the Other Procedures section.

Section 2, A Brief Introduction to Social Circumstances Reports was updated in April 2023 to clarify who can complete a Social Circumstances Report. Section 6, Writing the Report was updated to include links to the HM Courts & Tribunals Service forms.

In April 2023, information from this procedure relating to providing information about a person/carer was removed from this chapter and used to create a new standalone chapter in the Other Procedures section.

Section 5, Arranging the Review and Preparing the Person was revised in April 2023 to better clarify the statutory requirements around the frequency in which Care and Support Plans should be reviewed.

Section 1, Section 117 was amended in April 2023 to include a link to the new chapter 'Section 117 Aftercare'.

Section 5, Arranging the Review and Preparing the Carer was revised in April 2023 to better clarify the statutory requirements around the frequency in which Support Plans should be reviewed.

In April 2023, a link was added to the new chapter 'Providing Information about a Person or Carer'.