Skip to content
Company Logo

Contents

Quick Links:

1.

2.

3.

4.

5.

6.

7.

8.

9.

10.

11.

12.

13.

14.

15.

16.

1.The Care Act 2014 Resource

  1. 1.0.1The Care Act 2014 Resource

2.The Mental Capacity Act 2005 Resource and Practice Toolkit

  1. 2.0.1The Mental Capacity Act 2005 Resource and Practice Toolkit

3.Safeguarding Adults

  1. 3.0.1Safeguarding AdultsMay 1, 2025

4.Deprivation of Liberty

  1. 4.0.1Deprivation of Liberty Safeguards ProcedureMay 1, 2025
  2. 4.0.2Recognising and Responding to Deprivations of LibertyMay 1, 2025

5.Universal Procedures (used by all teams)

  1. 5.0.1Equality, Diversity and Human RightsMay 1, 2025
  2. 5.0.2Recording and Keeping RecordsMay 1, 2025
  3. 5.0.3Providing Information about a Person or Carer
    Updated
    May 1, 2025
  4. 5.0.4Financial AssessmentMay 8, 2024
  5. 5.0.5Commissioning and Brokerage ProceduresNovember 28, 2022
  6. 5.0.6Direct Payments
    Updated
    May 1, 2025
  7. 5.0.7Assistive Technology and TelecareNovember 27, 2024
  8. 5.0.8Risk AssessmentMay 1, 2025
  9. 5.0.9Lone WorkingNovember 28, 2022
  10. 5.0.10Joint WorkNovember 3, 2021
  11. 5.0.11Co-production
    Updated
    May 1, 2025
  12. 5.0.12Social Media (use of)September 21, 2021
  13. 5.0.13Storage of Data on Practitioners' Mobile DevicesSeptember 16, 2021
  14. 5.0.14Interpreter and Translation ServicesMay 1, 2025
  15. 5.0.15Death of a Person or CarerMay 1, 2025

6.Specialist Procedures

  1. 6.0.1Individual Service FundsNovember 28, 2022
  2. 6.0.2Deputyship and Financial AffairsMay 1, 2025
  3. 6.0.3Debt Respite Scheme (Breathing Spaces) ProcedureMay 1, 2025
  4. 6.0.4CareCubed ProcedureNovember 28, 2023
  5. 6.0.5Joint Packages of Health and Social CareNovember 27, 2024
  6. 6.0.6NHS Continuing Healthcare ProcedureNovember 27, 2024
  7. 6.0.7NHS-funded Nursing Care Procedure (FNC)May 8, 2024
  8. 6.0.8End of Life Procedures and Practice Guidance
    Updated
    May 1, 2025
  9. 6.0.9Legal ServicesNovember 22, 2021
  10. 6.0.10Ordinary Residence ProcedureNovember 28, 2023
  11. 6.0.11Continuity of Care ArrangementsMay 8, 2024
  12. 6.0.12Cross Border PlacementsMay 1, 2025
  13. 6.0.13Protecting Moveable Property
    Updated
    May 1, 2025
  14. 6.0.14Service Interruptions and Provider FailureMay 8, 2024
  15. 6.0.15No Recourse to Public Funds (NRPF)
    Updated
    May 1, 2025
  16. 6.0.16Prisons and Approved PremisesMay 1, 2025
  17. 6.0.17Acting as an Appropriate AdultNovember 28, 2023

7.Community Enablement and Reablement

7.1Contact and Referral

  1. 7.1.1Receiving a Contact or Referral
    Updated
    May 1, 2025

7.2Meeting Needs

  1. 7.2.1The Reablement PlanNovember 27, 2024
  2. 7.2.2Arranging the Reablement ServiceNovember 27, 2024

7.3Monitoring and Reviewing Reablement

  1. 7.3.1Monitoring ReablementMay 8, 2024
  2. 7.3.2Monitoring Actions (Reablement)November 28, 2023
  3. 7.3.3The Reablement ReviewMay 1, 2025
  4. 7.3.4Deciding the Outcome of a Reablement Review and Making a Formal RecordOctober 8, 2021
  5. 7.3.5Actions Following a Reablement ReviewNovember 27, 2024
  6. 7.3.6Stoke-on-Trent Adult Care Providers Handbook

8.Social Care Occupational Therapy (SCOTs) Team

8.1Contact and Referral

  1. 8.1.1Receiving a Contact or Referral
    Updated
    May 1, 2025
  2. 8.1.2Deciding the Outcome of a Contact or Referral (Occupational Therapy)November 27, 2024
  3. 8.1.3Actions and Next Steps
    Updated
    May 1, 2025

8.2Establishing Needs

  1. 8.2.1Introduction, Legal Requirements and Tools (Occupational Therapy)November 27, 2024
  2. 8.2.2Preparing to Establish Needs (Occupational Therapy)May 1, 2025
  3. 8.2.3The Skilled Conversation (Occupational Therapy)May 1, 2025
  4. 8.2.4Agreeing Needs, Making a Formal Record and Next Steps (Occupational Therapy)November 27, 2024
  5. 8.2.5Establishing Likely Eligibility for a Disabled Facilities GrantNovember 28, 2023
  6. 8.2.6Understanding and Applying Eligibility Criteria (Occupational Therapy)May 1, 2025
  7. 8.2.7Communicating the Outcome and Next Steps (Occupational Therapy)May 1, 2025

8.3Meeting Needs

  1. 8.3.1Establishing Ordinary Residence (Occupational Therapy)September 28, 2021
  2. 8.3.2Requesting a Financial AssessmentMay 8, 2024
  3. 8.3.3Applying for a Disabled Facilities GrantNovember 28, 2023
  4. 8.3.4The Outcome of the Disabled Facilities Grant Application and Next StepsNovember 3, 2021
  5. 8.3.5Minor Adaptations and Low Level EquipmentNovember 28, 2022
  6. 8.3.6Providing EquipmentMay 1, 2025
  7. 8.3.7Equipment in a Care HomeMay 1, 2025
  8. 8.3.8Providing Direct SupportMay 1, 2025

8.4Monitoring and Review

  1. 8.4.1Monitoring and ReviewMay 1, 2025

9.Hospital Social Work Team

9.1The Hospital Social Work Team

  1. 9.1.1The Hospital Social Work TeamNovember 28, 2022

9.2Contact and Referral

  1. 9.2.1Receiving a Contact or Referral
    Updated
    May 1, 2025
  2. 9.2.2Deciding the Outcome of a Contact or Referral (Hospital Social Work Team)November 27, 2024
  3. 9.2.3Actions and Next Steps
    Updated
    May 1, 2025

9.3Discharge to Assess

  1. 9.3.1Discharge to AssessMay 8, 2024
  2. 9.3.2Monitoring Urgent or Interim Support and ServicesMay 8, 2024

9.4Establishing Needs

  1. 9.4.1Introduction, Legal Requirements and ToolsNovember 27, 2024
  2. 9.4.2Preparing to Establish NeedsMay 1, 2025
  3. 9.4.3The Skilled ConversationMay 1, 2025
  4. 9.4.4Agreeing Needs and Making a Formal RecordNovember 28, 2022
  5. 9.4.5Understanding and Applying Eligibility CriteriaNovember 27, 2024
  6. 9.4.6Communicating the Outcome and Next StepsNovember 28, 2023

9.5Meeting Needs

  1. 9.5.1Establishing Ordinary ResidenceMay 1, 2025
  2. 9.5.2Requesting a Financial AssessmentMay 8, 2024
  3. 9.5.3Setting an Indicative BudgetNovember 27, 2024
  4. 9.5.4Care and Support Planning
    Updated
    May 1, 2025
  5. 9.5.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetNovember 27, 2024
  6. 9.5.6Arranging Support and ServicesMay 1, 2025

9.6Reviewing Support and Services

  1. 9.6.1Legal Requirements of a Care and Support Plan Review and ToolsNovember 27, 2024
  2. 9.6.2Preparing to Carry out a Care and Support Plan ReviewMay 1, 2025
  3. 9.6.3The Full Review ConversationNovember 27, 2024
  4. 9.6.4The Light Touch Review ConversationNovember 27, 2024
  5. 9.6.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordNovember 27, 2024
  6. 9.6.6Actions Following a Care and Support Plan ReviewMay 1, 2025
  7. 9.6.7Reviewing a Direct Payment

10.Locality Social Work Teams

10.1The Locality Social Work Teams

  1. 10.1.1The Locality Social Work TeamsNovember 28, 2022

10.2Contact and Referral

  1. 10.2.1Receiving a Contact or Referral
    Updated
    May 1, 2025
  2. 10.2.2Deciding the Outcome of a Contact or ReferralNovember 27, 2024
  3. 10.2.3Actions and Next Steps
    Updated
    May 1, 2025

10.3Establishing Needs

  1. 10.3.1Introduction, Legal Requirements and ToolsNovember 27, 2024
  2. 10.3.2Preparing to Establish NeedsMay 1, 2025
  3. 10.3.3The Skilled ConversationMay 1, 2025
  4. 10.3.4Agreeing Needs and Making a Formal RecordNovember 28, 2022
  5. 10.3.5Understanding and Applying Eligibility CriteriaNovember 27, 2024
  6. 10.3.6Communicating the Outcome and Next StepsNovember 28, 2023

10.4Meeting Needs

  1. 10.4.1Establishing Ordinary ResidenceMay 1, 2025
  2. 10.4.2Requesting a Financial AssessmentMay 8, 2024
  3. 10.4.3Setting an Indicative BudgetNovember 27, 2024
  4. 10.4.4Care and Support Planning
    Updated
    May 1, 2025
  5. 10.4.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetNovember 27, 2024
  6. 10.4.6Arranging Support and ServicesMay 1, 2025

10.5Reviewing Support and Services

  1. 10.5.1Legal Requirements of a Care and Support Plan Review and ToolsNovember 27, 2024
  2. 10.5.2Preparing to Carry out a Care and Support Plan ReviewMay 1, 2025
  3. 10.5.3The Full Review ConversationNovember 27, 2024
  4. 10.5.4The Light Touch Review ConversationNovember 27, 2024
  5. 10.5.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordNovember 27, 2024
  6. 10.5.6Actions Following a Care and Support Plan ReviewMay 1, 2025
  7. 10.5.7Monitoring Urgent or Interim Support and ServicesMay 8, 2024
  8. 10.5.8Reviewing a Direct Payment

11.Learning Disability and Enhanced Transitions Social Work Team

11.1The Learning Disability and Enhanced Transitions Social Work Team

  1. 11.1.1The Learning Disability and Enhanced Transitions Social Work TeamNovember 28, 2022

11.2Contact and Referral

  1. 11.2.1Receiving a Contact or Referral
    Updated
    May 1, 2025
  2. 11.2.2Deciding the Outcome of a Contact or ReferralNovember 27, 2024
  3. 11.2.3Actions and Next Steps
    Updated
    May 1, 2025

11.3Establishing Needs

  1. 11.3.1Introduction, Legal Requirements and ToolsNovember 27, 2024
  2. 11.3.2Preparing to Establish NeedsMay 1, 2025
  3. 11.3.3The Skilled ConversationMay 1, 2025
  4. 11.3.4Agreeing Needs and Making a Formal RecordNovember 28, 2022
  5. 11.3.5Understanding and Applying Eligibility CriteriaNovember 27, 2024
  6. 11.3.6Communicating the Outcome and Next StepsNovember 28, 2023

11.4Meeting Needs

  1. 11.4.1Establishing Ordinary ResidenceMay 1, 2025
  2. 11.4.2Requesting a Financial AssessmentMay 8, 2024
  3. 11.4.3Setting an Indicative BudgetNovember 27, 2024
  4. 11.4.4Care and Support Planning
    Updated
    May 1, 2025
  5. 11.4.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetNovember 27, 2024
  6. 11.4.6Arranging Support and ServicesMay 1, 2025

11.5Reviewing Support and Services

  1. 11.5.1Legal Requirements of a Care and Support Plan Review and ToolsNovember 27, 2024
  2. 11.5.2Preparing to Carry out a Care and Support Plan ReviewMay 1, 2025
  3. 11.5.3The Full Review ConversationNovember 27, 2024
  4. 11.5.4The Light Touch Review ConversationNovember 27, 2024
  5. 11.5.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordNovember 27, 2024
  6. 11.5.6Actions Following a Care and Support Plan ReviewMay 1, 2025
  7. 11.5.7Monitoring Urgent or Interim Support and ServicesMay 8, 2024
  8. 11.5.8Reviewing a Direct Payment

12.Transition to Adult Care and Support

12.1Deciding Whether to Start Transition

  1. 12.1.1Deciding Whether to Start TransitionNovember 28, 2023
  2. 12.1.2Deciding Whether to Start Carers TransitionNovember 3, 2021
  3. 12.1.3Recording the Decision and Next StepsNovember 3, 2021

12.2Child's Needs Assessment

  1. 12.2.1Introduction, Legal Requirements and Tools (Child's Needs Assessment)November 27, 2024
  2. 12.2.2Preparing to Establish Needs (Child's Needs Assessment)May 1, 2025
  3. 12.2.3The Skilled Conversation (Child's Needs Assessment)November 27, 2024
  4. 12.2.4Agreeing Needs, Making a Formal Record and Next Steps (Child's Needs Assessment)November 28, 2023

12.3Carer's Transition Assessments

  1. 12.3.1Introduction, Legal Requirements and Tools (Carer's Transition)November 27, 2024
  2. 12.3.2Preparing to Establish the Needs of Parent CarersMay 8, 2024
  3. 12.3.3Preparing to Establish the Needs of Young CarersMay 8, 2024
  4. 12.3.4The Skilled Conversation (Parent Carers)September 27, 2021
  5. 12.3.5The Skilled Conversation (Young Carers)May 1, 2025
  6. 12.3.6Agreeing Needs, Making a Formal Record and Next Steps (Carer's Transition)November 27, 2024

12.4Transition Planning and Review

  1. 12.4.1Setting an Indicative Budget (Transition to Adult Care and Support)November 9, 2021
  2. 12.4.2The Transition PlanMay 8, 2024
  3. 12.4.3Reviewing a Transition PlanMay 8, 2024
  4. 12.4.4Reviewing an Education, Health and Care Plan (from 18 years)July 22, 2022

13.Mental Health Social Work Team

13.1The Mental Health Social Work Team

  1. 13.1.1The Mental Health Social Work TeamNovember 28, 2022

13.2Contact and Referral

  1. 13.2.1Receiving a Contact or Referral
    Updated
    May 1, 2025
  2. 13.2.2Deciding the Outcome of a Contact or ReferralNovember 27, 2024
  3. 13.2.3Actions and Next Steps
    Updated
    May 1, 2025

13.3Establishing Needs

  1. 13.3.1Introduction, Legal Requirements and ToolsNovember 27, 2024
  2. 13.3.2Preparing to Establish NeedsMay 1, 2025
  3. 13.3.3The Skilled ConversationMay 1, 2025
  4. 13.3.4Agreeing Needs and Making a Formal RecordNovember 28, 2022
  5. 13.3.5Understanding and Applying Eligibility CriteriaNovember 27, 2024
  6. 13.3.6Communicating the Outcome and Next StepsNovember 28, 2023

13.4Meeting Needs

  1. 13.4.1Establishing Ordinary ResidenceMay 1, 2025
  2. 13.4.2Requesting a Financial AssessmentMay 8, 2024
  3. 13.4.3Setting an Indicative BudgetNovember 27, 2024
  4. 13.4.4Care and Support Planning
    Updated
    May 1, 2025
  5. 13.4.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetNovember 27, 2024
  6. 13.4.6Arranging Support and ServicesMay 1, 2025

13.5Reviewing Support and Services

  1. 13.5.1Legal Requirements of a Care and Support Plan Review and ToolsNovember 27, 2024
  2. 13.5.2Preparing to Carry out a Care and Support Plan ReviewMay 1, 2025
  3. 13.5.3The Full Review ConversationNovember 27, 2024
  4. 13.5.4The Light Touch Review ConversationNovember 27, 2024
  5. 13.5.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordNovember 27, 2024
  6. 13.5.6Actions Following a Care and Support Plan ReviewMay 1, 2025
  7. 13.5.7Monitoring Urgent or Interim Support and ServicesMay 8, 2024
  8. 13.5.8Reviewing a Direct Payment

13.6Functions under the Mental Health Act

  1. 13.6.1Social Circumstances ReportNovember 27, 2024
  2. 13.6.2Understanding the Mental Health Act 1983May 1, 2025
  3. 13.6.3Community Mental Health FrameworkNovember 28, 2023
  4. 13.6.4Section 117 AftercareNovember 28, 2023

14.AMHP Procedure

  1. 14.0.1AMHP ProcedureNovember 27, 2024

15.Carers Procedures

15.1Contact and Referral

  1. 15.1.1Receiving a Contact or Referral
    Updated
    May 1, 2025
  2. 15.1.2Deciding the Outcome of a Contact or Referral (Carers)November 27, 2024
  3. 15.1.3Actions and Next Steps (Carers)
    Updated
    May 1, 2025

15.2Establishing Needs

  1. 15.2.1Introduction, Legal Requirements and Tools (Carers)November 27, 2024
  2. 15.2.2Preparing to Establish Needs (Carers)May 8, 2024
  3. 15.2.3The Skilled Conversation (Carers)May 1, 2025
  4. 15.2.4Agreeing Needs and Making a Formal Record (Carers)April 12, 2022
  5. 15.2.5Understanding and Applying Eligibility Criteria (Carers)May 8, 2024
  6. 15.2.6Communicating the Outcome and Next Steps (Carers)November 28, 2023

15.3Meeting Needs

  1. 15.3.1Establishing Ordinary ResidenceMay 1, 2025
  2. 15.3.2Requesting a Financial AssessmentMay 8, 2024
  3. 15.3.3Setting an Indicative BudgetNovember 27, 2024
  4. 15.3.4Support PlanningNovember 27, 2024
  5. 15.3.5Signing off a Support Plan and Agreeing a Final Personal BudgetNovember 27, 2024
  6. 15.3.6Arranging Support and ServicesMay 1, 2025

15.4Reviewing Support and Services

  1. 15.4.1Legal Requirements of a Support Plan Review and ToolsNovember 27, 2024
  2. 15.4.2Preparing to Carry out a Support Plan ReviewMay 8, 2024
  3. 15.4.3The Full Review Conversation (Carers)November 27, 2024
  4. 15.4.4The Light Touch Review Conversation (Carers)November 27, 2024
  5. 15.4.5Deciding the Outcome of a Support Plan Review and Making a Formal RecordNovember 3, 2021
  6. 15.4.6Actions Following a Support Plan ReviewMay 1, 2025
  7. 15.4.7Monitoring Urgent or Interim Support and ServicesMay 8, 2024
  8. 15.4.8Reviewing a Direct Payment

16.In-House Provider Services

  1. 16.0.1Stoke-on-Trent Adult Care Providers Handbook

Last Updated: May 1, 2025

v226