Amendments
2024
April 2024
In April 2024, the Lincolnshire Safeguarding Children’s Partnership (LSCP) link was updated. |
February 2024
In February 2024, information about the Caldicott Principles was added. | |
In February 2024, this chapter was updated. | |
In February 2024, this chapter was reviewed and update with current information. | |
In February 2024, this chapter was updated. | |
In February 2024, a scope box was added to this chapter with a link to Out of County Placements and contact details for the Commercial Team. | |
In February 2024, this chapter was updated. | |
In February 2024, this chapter was updated. | |
In February 2024, this chapter was updated. | |
In February 2024, this chapter was updated. | |
In February 2024, this new chapter was added to the Specialist Procedures section. | |
Agreeing Needs, Making a Formal Record and Next Steps (Reablement) | In February 2024, this chapter was updated with a link to the P.E.R.F.O.R.M Model. |
In February 2024, this chapter was updated. | |
In February 2024, this chapter was updated. | |
In February 2024, this chapter was updated. | |
In February 2024, this chapter was updated. | |
In February 2024, this chapter was updated. | |
In February 2024, this chapter was updated. | |
In February 2024, this chapter was updated. | |
In February 2024, a new Section 3, Identifying Carers was added. | |
In February 2024, a new Section 5, Identifying Carers was added. | |
In February 2024, this chapter was updated. | |
In February 2024, this chapter was updated. | |
In February 2024, this chapter was updated. | |
Introduction, Legal Requirements and Tools (Occupational Therapy) | In February 2024, this chapter was updated. |
In February 2024, this chapter was updated. | |
In February 2024, this chapter was updated. | |
In February 2024, this chapter was updated. | |
In February 2024, information about manual handling reviews was moved from Section 4.2, Changing Equipment to Section 2.2, Manual Handling Reviews. | |
In February 2024, this chapter was updated. | |
In February 2024, this chapter was updated. | |
In February 2024, this chapter was updated. | |
Deciding the Outcome of a Reablement Review and Making a Formal Record | In February 2024, this chapter was updated with a link to the P.E.R.F.O.R.M Model. |
In February 2024, this chapter was updated. | |
Agreeing Needs, Making a Formal Record and Next Steps (Occupational Therapy) | In February 2024, this chapter was updated with a link to the P.E.R.F.O.R.M Model. |
In February 2024, this chapter was updated with a link to the P.E.R.F.O.R.M Model. | |
Deciding the Outcome of a Contact or Referral (Hospital Teams) | In February 2024, this chapter was updated. |
In February 2024, this chapter was updated. This included updating contact details. | |
Deciding the Outcome of a Care and Support Plan Review and Making a Formal Record | In February 2024, this chapter was updated with a link to the P.E.R.F.O.R.M Model. |
In February 2024, this chapter was updated. | |
In February 2024, this chapter was updated. | |
In February 2024, this chapter was updated. | |
In February 2024, this chapter was updated. | |
Signing Off a Care and Support Plan and Agreeing a Final Personal Budget | In February 2024, this chapter was updated. |
In February 2024, this chapter was updated. | |
Agreeing Needs, Making a Formal Record and Next Steps (Transition Assessment) | In February 2024, this chapter was updated. |
In February 2024, this chapter was updated. | |
In February 2024, this chapter was fully reviewed and refreshed. | |
In February 2024, this new chapter was added to the Mental Health Teams section. | |
In February 2024, this chapter was updated. | |
In February 2024, this chapter was updated. | |
In February 2024, this chapter was updated. | |
In February 2024, this chapter was updated. | |
Introduction, Legal Requirements and Tools (Transition Assessment) | In February 2024, this chapter was updated. |
In February 2024, this chapter was updated. | |
Reviewing an Education, Health and Care Plan (from 18 years) | In February 2024, this chapter was updated. |
In February 2024, this chapter was updated. | |
In February 2024, this chapter was updated. | |
Introduction, Legal Requirements and Tools (Carer's Transition) | In February 2024, this chapter was updated. |
Setting an Indicative Budget (Transition to Adult Care and Support) | In February 2024, this chapter was updated. |
Deciding the Outcome of a Support Plan Review and Making a Formal Record (Carers) | In February 2024, this chapter was updated with a link to the P.E.R.F.O.R.M Model. |
In February 2024, this chapter was updated. | |
In February 2024, this chapter was updated. | |
Section 12, Lincolnshire Domestic Abuse Specialist Service was added to this chapter in February 2024. | |
In February 2024, the 'Supporting Migrants Lacking Mental Capacity in Relation to Immigration Matters' guidance was added into Section 1, Using this Procedure and Further Guidance. A link to the 'Asylum support' government guidance was also added into Section 7, Providing Information and Advice. | |
In February 2024, this chapter was updated with a link to the P.E.R.F.O.R.M Model. | |
In February 2024, this chapter was updated. | |
In February 2024, this chapter was updated. | |
In February 2024, the government 'Making Finance Decisions for Young People: Parent and Carer Toolkit' was added to the list of tools to support the Transition Plan conversation. | |
In February 2024, information about the Caldicott Principles was added into Section 3, Providing Information about a Person. Information about H.A.Y Lincolnshire was added into Section 1, Providing information and advice and the Money Advice Service link was replaced with a link to the Money Helper website. Information about making an advocacy referral was added into Section 7, Using independent advocacy. | |
In February 2024, information about the Caldicott Principles was added into Section 4, Providing Information about a Person. Information about H.A.Y Lincolnshire was added into Section 2, Providing Information and Advice and the Money Advice Service link was replaced with a link to the Money Helper website. Information about making an advocacy referral was added into Section 8, Using Independent Advocacy. | |
In February 2024, information about the Caldicott Principles was added into Section 4, Providing Information about a Person. Information about H.A.Y Lincolnshire was added into Section 1, Providing information and advice and the Money Advice Service link was replaced with a link to the Money Helper website. Information about making an advocacy referral was added into Section 7, Using independent advocacy. | |
In February 2024, information about the Caldicott Principles was added into Section 7, Providing Information about a Person/Carer. Information about H.A.Y Lincolnshire was added into Section 5, Providing Information and Advice and the Money Advice Service link was replaced with a link to the Money Helper website. | |
In February 2024, information about the Caldicott Principles was added into Section 3, Providing Information about a Person. Information about H.A.Y Lincolnshire was added into Section 1, Providing Information and Advice and the Money Advice Service link was replaced with a link to the Money Helper website. Information about making an advocacy referral was added into Section 7, Using Independent Advocacy. | |
In February 2024, information about the Caldicott Principles was added into Section 4, Providing Information about a Person. Information about H.A.Y Lincolnshire was added into Section 2, Providing Information and Advice and the Money Advice Service link was replaced with a link to the Money Helper website. Information about making an advocacy referral was added into Section 8, Using Independent Advocacy. | |
In February 2024, information about the Caldicott Principles was added into Section 4, Providing Information about a Carer. Information about H.A.Y Lincolnshire was added into Section 2, Providing information and advice and the Money Advice Service link was replaced with a link to the Money Helper website. Information about making an advocacy referral was added into Section 8, Using independent advocacy. | |
In February 2024, this new chapter was added to the Mental Health Teams section. At the same time, the Guardianship and Community Treatment Orders chapter was deleted to avoid duplication. | |
In February 2024, 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 February 2024, information about the Caldicott Principles was added into Section 10, Providing Information about a Person. Information about H.A.Y Lincolnshire was added into Section 5, Providing General Information and Advice and the Money Advice Service link was replaced with a link to the Money Helper website. Information about making an advocacy referral was added into Section 8, Using Independent Advocacy. | |
In February 2024, information about the Applied Behavioural Science/MINDSPACE approach was added into Section 1, A Strengths Based Approach. | |
Section 3, Ordinary Residence was updated in February 2024 to reflect the Supreme Court judgement R (Worcestershire County Council) v Secretary of State for Health and Social Care [2023] UKSC 31. | |
Section 8, Reporting Concerns about a Service Provider was revised in February 2024 to better reflect the remit of the reablement team. | |
In February 2024, additional referral details were added into Section 2, Making a Referral. | |
Section 7, Making a Property and Affairs Deputyship Application was updated in February 2024 to include information about notifications. Information about Carer’s Card accounts was added into Section 2, Identifying Support Needs. | |
In February 2024, a link to the section on ordinary residence in the Section 117 Aftercare chapter was added. |
2023
September 2023
In September 2023, this chapter was updated to reflect the Ready Reckoner approach now used across Lincolnshire County Council. |
August 2023
In August 2023, this chapter was updated. This included a review and refresh of the Ordinary Residence section. | |
In August 2023, this chapter was updated. This included a review and refresh of the Ordinary Residence section. | |
In August 2023, this chapter was updated. This included using information from this procedure relating to providing information about a person/carer to create a new standalone chapter in the Universal Procedures section. | |
In August 2023, this new chapter was added to the Universal Procedures section. | |
Section 10, Advance Care Planning was refreshed in August 2023 to include information about the Universal Principles of Advance Care Planning. | |
In August 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 8, Challenging a DoLS Authorisation using Section 21A. | |
Deciding the Outcome of a Contact or Referral (Customer Service Centre) | In August 2023, this chapter was updated. This included a review and refresh of the Ordinary Residence section. |
In August 2023, this chapter was refreshed throughout and amended to reflect changes to the immigration status requirements for people from EEA countries. | |
In August 2023, this chapter was updated. This included a review and refresh of the Ordinary Residence section. | |
In August 2023, this chapter was updated. This included using information from this procedure relating to providing information about a person/carer to create a new standalone chapter in the Universal Procedures section. | |
In August 2023, this new chapter was added. At the same time, the Care Programme Approach was deleted as the CPA has been superseded by the Community Mental Health Framework. | |
In August 2023, this chapter was updated. This included using information from this procedure relating to providing information about a person/carer to create a new standalone chapter in the Universal Procedures section. | |
In August 2023, this new chapter was added. The information previously sat in the chapter 'Actions and Next Steps' but was relocated. | |
In August 2023, this chapter was fully reviewed and refreshed. This 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. | |
In August 2023, this chapter was updated. This included using information from this procedure relating to providing information about a person/carer to create a new standalone chapter in the Universal Procedures section. | |
In August 2023, this chapter was updated. This included using information from this procedure relating to providing information about a person/carer to create a new standalone chapter in the Universal Procedures section. | |
In August 2023, this chapter was updated. | |
Agreeing Needs, Making a Formal Record and Next Steps (Reablement) | |
Introduction, Legal Requirements and Tools (Occupational Therapy) | |
Deciding the Outcome of a Reablement Review and Making a Formal Record | |
Agreeing Needs, Making a Formal Record and Next Steps (Occupational Therapy) | |
Signing Off a Care and Support Plan and Agreeing a Final Personal Budget | |
Deciding the Outcome of a Care and Support Plan Review and Making a Formal Record | |
Introduction, Legal Requirements and Tools (Carer's Transition) | |
Agreeing Needs, Making a Formal Record and Next Steps (Transition Assessment) | |
Introduction, Legal Requirements and Tools (Transition Assessment) | |
Deciding the Outcome of a Support Plan Review and Making a Formal Record (Carers) | |
Reviewing an Education, Health and Care Plan (from 18 years) | |
Communicating the Outcome and Next Steps (Occupational Therapy) | |
Understanding and Applying Eligibility Criteria (Occupational Therapy) | |
Legal Requirements of a Care and Support Plan Review and Tools | |
The Outcome of the Disabled Facilities Grant Application and Next Steps | |
Veterans, Serving Armed Forces Personnel, and their Families | |
Agreeing Needs, Making a Formal Record and Next Steps (Carer's Transition) | |
Establishing Likely Eligibility for a Disabled Facilities Grant | |
In August 2023, this chapter was fully reviewed and refreshed. | |
Deciding the Outcome of a Contact or Referral (Occupational Therapy) | In August 2023, this chapter was updated. This included a review and refresh of the Ordinary Residence section. |
In August 2023, this chapter was updated. This included using information from this procedure relating to providing information about a person/carer to create a new standalone chapter in the Universal Procedures section. | |
Deciding the Outcome of a Contact or Referral (Hospital Teams) | In August 2023, this chapter was updated. This included a review and refresh of the Ordinary Residence section. |
Section 4, Meeting the Urgent Needs of a Person who is not Ordinarily Resident was reviewed and refreshed in August 2023. | |
In August 2023, this chapter was updated. This included using information from this procedure relating to providing information about a person/carer to create a new standalone chapter in the Universal Procedures section. | |
In August 2023, this chapter was updated. This included using information from this procedure relating to providing information about a person/carer to create a new standalone chapter in the Universal Procedures section. | |
In August 2023, this chapter was updated to include information about NHS Continuing Healthcare, NHS-funded Nursing Care and joint packages of health and social care. All previous content was deleted. |
May 2023
January 2023
Section 3, A Brief Introduction to Social Circumstances Reports was updated in January 2023 to clarify who can complete a Social Circumstances Report. Section 7, Writing the Report was updated to include links to the HM Courts & Tribunals Service forms. | |
Section 15, Deciding how the Plan will be Reviewed and Monitored was revised in January 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 January 2023 to better clarify the statutory requirements around the frequency in which Support Plans should be reviewed. | |
Legal Requirements of a Care and Support Plan Review and Tools | Section 4, Legal Requirements of Review and Section 7, Responding to a Review Request were both revised in January 2023 to better clarify the statutory requirements around the frequency in which Care and Support Plans should be reviewed. |
Section 5, Arranging the Review and Preparing the Carer was revised in January 2023 to better clarify the statutory requirements around the frequency in which Support Plans should be reviewed. | |
This chapter was updated in January 2023. | |
Introduction, Legal Requirements and Tools (Occupational Therapy) | |
Deciding the Outcome of a Contact or Referral (Hospital Teams) | |
Signing Off a Care and Support Plan and Agreeing a Final Personal Budget | |
Deciding the Outcome of a Care and Support Plan Review and Making a Formal Record | |
Introduction, Legal Requirements and Tools (Carer's Transition) | |
Reviewing an Education, Health and Care Plan (from 18 years) | |
Deciding the Outcome of a Contact or Referral (Customer Service Centre) | |
Veterans, Serving Armed Forces Personnel, and their Families | |
Agreeing Needs, Making a Formal Record and Next Steps (Carer's Transition) | |
Section 14, Deciding how the Plan will be Reviewed and Monitored was revised in January 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 Person was revised in January 2023 to better clarify the statutory requirements around the frequency in which Care and Support Plans should be reviewed. | |
Section 4, Legal Requirements of Review and Section 7, Responding to a Review Request were both revised in January 2023 to better clarify the statutory requirements around the frequency in which Support Plans should be reviewed. | |
Section 2, Deciding the Timeframe for the Next Review was revised in January 2023 to better clarify the statutory requirements around the frequency in which Care and Support Plans should be reviewed. | |
This chapter was added in January 2023. |
2022
August 2022
In August 2022, a new Section 6, Quality Practice Standards was added. | |
In August 2022, this new chapter was added. | |
In August 2022, a new section was added, 'Quality Practice Standards'. | |
In August 2022, a new section ‘Additional Resources’ was added. | |
In August 2022, instructions were added to use the tri.x guidance alongside the Lincolnshire Conversation Practitioner Guide. | |
In August 2022, the process of reporting a provider concern to the Commercial Team was updated. | |
In August 2022, instructions were added to read the tri.x guidance alongside the LCC OT Practice Guidance on the Intranet. Information was also added about the process of disposing/decommissioning equipment and the process of reporting a provider concern to the Commercial Team. | |
In August 2022, a new Section 4, Moving and Handling Risk Assessment was added. | |
In August 2022, instructions were added to read the tri.x guidance alongside the LCC OT Practice Guidance on the Intranet. Information was also added about the process of authorising Non Contract Specials, the process of ordering all equipment on IRIS, providing equipment for reablement and checking effectiveness of equipment. | |
Introduction, Legal Requirements and Tools (Occupational Therapy) | In August 2022, instructions were added to read the tri.x guidance alongside the LCC OT Practice Guidance on the Intranet. New sections ‘Key points to remember’ and ‘Quality Practice Standards’ were also added. |
In August 2022, a new Section 2, Intranet Resources was added. | |
In August 2022, there was further localisation of Section 2, Introduction to the AMHP Service, in terms of who provides what percentage of the service. | |
In August 2022, the Discharge to Assess Procedure was renamed. Information was added about the Lincolnshire hospital discharge and planning process, reporting inappropriate hospital discharges, and trusted assessors. | |
In August 2022, information was added about duplicating assessments when a reassessment is needed, and about the process of reporting a provider concern to the Commercial Team. | |
In August 2022, information was added about recording consent and capacity and desktop reviews. | |
Legal Requirements of a Care and Support Plan Review and Tools | In August 2022, new sections were added ‘Quality Practice Standards’ and ‘Further Guidance’. |
In August 2022, self funding information was localised and a new Section 10, Checking Effectiveness was added. | |
In August 2022, information about the Quality Assurance Group and Risk Enablement Group process was added. | |
Signing Off a Care and Support Plan and Agreeing a Final Personal Budget | In August 2022, information about the Quality Assurance Group and Risk Enablement Group process was added. Also, case examples for fluctuating needs and discretionary powers were added. |
In August 2022, this chapter was localized to include links to RiPfa outcomes resources, information about how to identify and record outcomes and information about contingency planning. | |
In August 2022, this chapter was extensively localised. This included a new Section 2, Key Points and Quality Standards for Care and Support Planning in Lincolnshire, links to RiPfa outcomes resources, information about how to identify and record outcomes, and information about contingency planning and direct payment use. | |
In August 2022, additional resources were added in Section 4 and information about how to consider carers needs in eligibility determinations. | |
In August 2022, information about Family Group Conferencing about the Level of Need was added in Section 3, Managing Disagreement. | |
In August 2022, a new Section 4, Quality Practice Standards was added. | |
In August 2022, information about the range of local resources available and reimbursement of costs was added. | |
In August 2022, information about End of Life Care Lincolnshire and some other helpful resources was added into Section 7, Good Practice Guidance and Resources. | |
In August 2022, the process for instructing legal services was added. | |
In August 2022, all occurrences of the Clinical Commissioning Group/CCG were replaced with Lincolnshire Integrated Care Board (LICB). A whole site search has also been carried out to ensure this terminology change was across the site. In addition to the terminology change, information was added about Lincolnshire’s training requirements for CHC, some information resources, the process of referring a checklist on, CHC outcomes and information about the LCC Adult Care Continuing Healthcare Coordinator. | |
In August 2022, a new Section 6, Arranging Corporate Appointeeship was added. | |
In August 2022, a new Section 12, Resolving Financial Matters was added. Information was also added about the role of a care home and of the Appointee Team. | |
In August 2022, a new Section 2, Quality Practice Standards was added. Section 8, Involving Others was localised with information about recording risk in an assessment, the Risk Assessment, and Management Plan, and the Risk Rating Matrix. Information was also added about what to do if there are fire risks or concerns for welfare. | |
In August 2022, information about Lincolnshire Health and Safety Policy and Lone Working guidance was added, as well as a new section about lone working devices. | |
In August 2022, this guidance was localised with information about prepaid cards, Health Direct Payments, Penderels Trust, and the Direct Payments MS Teams channel. Instructions were also added to the top of the procedure to make users aware of the need to also read the Lincolnshire Direct Payments Policy, Procedure, and Guidance. | |
In August 2022, the Commissioning and Brokerage procedure was renamed. Sections have also been added for Community Support Services, Extra Care Housing, Residential Care, Transport, Shared Lives and Lincolnshire Sensory Services. | |
In August 2022, the Financial Assessment procedure was renamed. References to documents in the Local Resource Library were also added, as was information about the process of referring for a financial assessment, the Financial Resolution Group and working with the DWP was added. | |
In August 2022, the Assistive Technology and Telecare procedure was renamed and localised with information about arranging Telecare in Lincolnshire. | |
In August 2022, information about the Adult Care Prisons Team, and information about prisons and approved premises in Lincolnshire was added. | |
In August 2022, instructions were added to use the tri.x guidance alongside the Lincolnshire Conversation Practitioner Guide. | |
In August 2022, instructions were added to use the tri.x guidance alongside the Lincolnshire Conversation Practitioner Guide. The 4 key steps to adopting a whole family approach were also added. | |
In August 2022, information was added about recording consent and capacity, Lincolnshire Sensory Services, and identifying carers. | |
In August 2022, resources for carers and information about screening and case allocation was added. | |
In August 2022, two new sections were added ‘Safeguarding Adults that Lack Capacity’ and ‘Protocol for Responding to Concerns about a Person in a Position of Trust (PiPoT)'. |
July 2022
In July 2022, Section 2, Commissioning and Brokerage Procedures was renamed to ‘Processes for Arranging Support and Services’. This is for added clarity. | |
In July 2022, links and references to key external resources were added in a new section. | |
In July 2022, additional sections were added for arranging the following services: Home Based Reablement, the Rehabilitation Service (LCHS), Transitional Care. The Wellbeing Service and the Carers Service/Carers First. | |
In July 2022, all references to a First Point of Contact team were amended to Customer Contact Service. Information about the Lincolnshire Frailty Pathway, the Wellbeing Service and other prevention services was added to the section 'Accessing a Prevention Service'. The section ‘Local Information and Advice Resources’ was extensively updated. Links were added to the AMHP Procedure and the Assistive Technology and Telecare Procedure. | |
Deciding the Outcome of a Contact or Referral (Customer Service Centre) | |
In July 2022, the section ‘Local Information and Advice Resources’ was extensively updated. The section ‘Accessing a Prevention Service/another Prevention Service’ was updated to include information about the Lincolnshire Frailty Pathway, the Wellbeing Service and other prevention services. Information about local advocacy provision and the process of referral was added. Information about establishing the correct team was added. | |
Introduction, Legal Requirements and Tools (Occupational Therapy) | In July 2022, information about the Lincolnshire Frailty Screening Tool was added to the section ‘Tools and Practice Guidance to Establish Needs’. |
Signing Off a Care and Support Plan and Agreeing a Final Personal Budget | In July 2022, information was added for authorisers about mobility benefits and personal budgets for transport costs. |
In July 2022, the title and contents of this procedure were changed to include information about Integrated Neighbourhood Working. | |
Section 3, Identifying the Need for a Translation Service and Section 5, Arranging Interpreter and Translation Services were localised in July 2022 to reflect local policy and processes. | |
This new chapter was added to the manual in July 2022. | |
This new tri.x template procedure was added into the ‘Universal Procedures’ section in July 2022. Links to the tri.x glossary, TLAP Care and Support Jargon Buster and Patient Info website were added. | |
Veterans, Serving Armed Forces Personnel, and their Families | This new procedure was added to the ‘Specialist Procedures’ section in July 2022. |
In July 2022, the following new sections were added: Section 1, Introduction; Section 2, Quality Practice Standards; Section 7, Team Around the Adult; and Section 8, PREVENT. All other sections have also been further localised. |