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Amendments

2024

August 2024

Arranging Support and Services

In August 2024, Section 9, Out of County Service was updated to reflect amends made previously to Ordinary Residence chapters following a legal review.

Lasting Powers of Attorney and Court Orders

In August 2024, the links to Lasting Power of Attorney and Advance Decisions to Refuse Treatment and The Court of Protection, Deputy’s and the Public Guardian were updated in Section 3, Further guidance and information.

Deprivation of Liberty Safeguards Procedure

In August 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.

Recognising and Responding to Deprivations of Liberty

In August 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.

Recording and Keeping Records

In August 2024, this chapter was updated.

Charging and Financial Assessment

In August 2024, this chapter was replaced with an updated version following a full review. This new version reflects feedback received following a full tri.x and local review.

Devising and completing conveyance plans for submission to the Court of Protection

In August 2024, this new local chapter was added to the Deprivation of Liberty section.

Safeguarding Children

In August 2024, the link to the Lincolnshire Safeguarding Children Partnership website was updated.

Equality, Diversity and Human Rights

In August 2024, this new chapter was added to the Universal Procedures section.

Deputyship and Financial Affairs

In August 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 7, Making a Property and Affairs Deputyship Application regarding notifications. Text amendments were made throughout the chapter.

Risk Assessment

In August 2024, this chapter was updated.

Receiving a Contact/Referral

In August 2024, this chapter was updated.

Death of a Person or Carer

In August 2024, this chapter was updated.

Debt Respite Scheme (Breathing Spaces) Procedure

In August 2024, the tri.x chapter was replaced with a new locally developed chapter.

Processes for Arranging All Support and Services

In August 2024, this chapter was reviewed and updated.

Telephone Use and Secure Email

In August 2024, this chapter was updated with some minor text amendments.

No Recourse to Public Funds (NRPF)

In August 2024, the Home Office Status, Verification, Enquiries and Checking service email was updated.

NHS Continuing Healthcare (CHC)

In August 2024, this chapter was updated.

Joint Work (Including Integrated Neighbourhood Working)

In August 2024, this chapter was updated. The areas covered by each neighbourhood cluster was added into Section 5, Intergrated Neighbourhood Working.

Direct Payments

In August 2024, this chapter was replaced with an updated version following a tri.x and local review.

Interpreter and Translation Services

In August 2023, this chapter was updated. 

End of Life Procedures and Practice Guidance

In August 2024, the link to the SCIE End of Life Hub was removed from Section 7, Good Practice Guidance and Resources.

Social Media (use of)

In August 2024, this chapter was updated.

Service Interruptions and Provider Failure

In August 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’. 

Telecare and Technology Enabled Care (TEC)

In August 2024, this chapter was updated. Section 11, Technology Enabled Care, was also added.

Role of the Customer Service Centre

In August 2024, this chapter was updated.

Lone Working

In August 2024, this chapter was updated. The link to Lone Worker Alarm was changed to Working Alone – Orbis Device Guidance in Section 7, Lone Worker Devices.

Continuity of Care Arrangements

In August 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’.

Introduction, Purpose and Tools (Reablement)

In August 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’.  

Actions and Next Steps (Occupational Therapy)

In August 2024, this chapter was reviewed and updated with some text amendments. The Dementia Support Service was changed to the Memory Support Service in Section 1, Providing information and advice and a link was added. Information about the Motability Scheme was removed and replaced with a link to Motability in Section 3, Accessing another Prevention Service. 

Preparing to Establish Needs (Reablement)

In August 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’.

Monitoring Actions (Reablement)

In August 2024, this chapter was updated. A link to the whistleblowing policy was added to Section 9, Whistleblowing.

Deciding the Outcome of a Contact or Referral (Customer Service Centre)

In August 2024, the link to the SCIE Care Act guidance on strengths-based approaches was updated in Section 3, A Strengths-based Approach.

Introduction, Legal Requirements and Tools (Occupational Therapy)

In August 2024, text amendments were made to Section 4, 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’.  

Actions and Next Steps (Reablement)

In August 2024, this chapter was reviewed and minor text amendments were made. The Dementia Support Service was changed to the Memory Support Service in Section 1, Providing Information and Advice and a link was added.

Deciding the Outcome of a Contact or Referral (Reablement)

In August 2024, the link to the SCIE Care Acrt guidance on strengths-based approaches was updated in Section 3, A strengths-based approach.

The Skilled Conversation (Reablement)

In August 2024, this chapter was updated. The link to the SCIE Care Act guidance on strengths-based approaches was updated in Section 1, A Strengths Based Approach. 

Deciding the Outcome of a Contact or Referral (Occupational Therapy)

In August 2024, the link to the SCIE Care Act guidance on strengths-based approaches was updated in Section 3, A strengths-based approach.

The Reablement Review

In August 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’.

Providing Equipment

In August 2024, this chapter was updated. A link to the Process for prescribing non-contract specials was added into Section 4, Agreement and Authorisation of Non-Contract Specials and information about LCES prescriber PINs was updated in Section 6, Arranging Equipment.

Deciding the Outcome of a Contact or Referral

In August 2024, the link to the SCIE Care Act guidance on strengths-based approaches was updated in Section 4, A strengths-based approach.

Preparing to Establish Needs (Occupational Therapy)

In August 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’.   

Requesting a Financial Assessment

In August 2024, text amendments were made to reflect changes made to the chapter ‘Financial Assessment’.

Agreeing Needs, Making a Formal Record and Next Steps (Occupational Therapy)

In August 2024, this chapter was updated.

Providing Direct Support

In August 2024, this chapter was updated. 

Hospitals and the Hospital Teams

In August 2024 this chapter was reviewed and updated. The list of out of county hospital covered by the in-county hospital teams was updated in Section 3, Out of County Hospitals.

Equipment in a Care Home

In August 2024, the link to Local Equipment in Care Homes Guidance was updated in Section 3, The responsibility of the Local Authority to provide equipment.

Communicating the Outcome and Next Steps (Occupational Therapy)

In August 2024, the link for Providing Information and Advice was updated in Section 2, When the overall determination is ‘Ineligible’. Reference to the LCES care home equipment guidance on IRIS (NRF) was added into Section 5, Next steps (eligible needs).

Actions and Next Steps (Hospital Teams)

In August 2024, this chapter was reviewed. The Dementia Support Service was changed to the Memory Support Service in Section 1, Providing information and advice and a link was added.

Deciding the Outcome of a Contact or Referral (Hospital Teams)

In August 2024, this chapter was reviewed and refreshed with some minor text amendments in Section 2, What must be considered. The link for SCIE Care Act guidance on strengths-based approaches was also updated in Section 3, A Strengths-based approach.

Introduction, Legal Requirements and Tools

In August 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’. 

Understanding and Applying Eligibility Criteria (Occupational Therapy)

In August 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’. It was also 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.

Hospital Discharge

In August 2024, this chapter was updated.

The Skilled Conversation (Occupational Therapy)

In August 2024, this chapter was updated. The link to the SCIE Care Act guidance on strength-based approaches was also updated in Section 1, A Strengths Based Approach.

Establishing Likely Eligibility for a Disabled Facilities Grant

In August 2024, this chapter was reviewed and updated.

Monitoring and Review

In August 2024, this chapter was reviewed and updated. The link for the Mosaic guidance was updated in Section 2, Review and a link to the Whistleblowing policy was added into Section 9, Whistleblowing.

Establishing Ordinary Residence (Occupational Therapy)

In August 2024, this chapter was updated.

Deciding the outcome of a Contact or Referral (Carers)

In August 2024, the link to the SCIE Care Act guidance on strengths-based approaches was updated in Section 4, A strengths-based approach.

The Skilled Conversation (Transition Assessment)

In August 2024, the link for the SCIE Care Act guidance on strengths-based approaches was updated in Section 1, A Strengths-Based Approach.

Section 117 Aftercare

In August 2024, information was added to the Scope section, alerting and signposting practitioners to the statutory guidance issued in January 2024: Discharge from mental health inpatient settings. The chapter also had 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).

Preparing to Establish Needs (Transition Assessment)

In August 2024, this chapter was updated with minor text amendments.

The Full Review Conversation

In August 2024, this chapter was updated. The link to the SCIE Care Act guidance on strengths-based approaches was updated in Section 4, Reviewing what is working and not working (full review). 

Actions and Next Steps (Review Teams)

In August 2024, this chapter was updated and the link to the SCIE Care Act guidance on strengths-based approaches was updated in Section 12, Urgent or Interim Support.

Establishing Ordinary Residence

In August 2024, this chapter was updated.

Setting an Indicative Planning Budget

In August 2024, this chapter was updated with some minor text amendments. 

Learning Disability Services in Lincolnshire

In August 2024, this chapter was reviewed and updated. Beaconsfield Centre was removed from the list of community hubs and the link to LPFT Learning Disabilities website was updated in Section 2, Therapy Services. Information about Funded Nursing Care was also added into Section 3, NHS Continuing Healthcare.

Preparing to Establish the Needs of Young Carers

In August 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’.

Prisons and Approved Premises

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

Agreeing Needs, Making a Formal Record and Next Steps (Transition Assessment)

In August 2024, this chapter was update with minor text amendments.

The Skilled Conversation

In August 2024, this chapter was updated. The link to the SCIE Care Act guidance on strength-based approaches was updated in Section 2, A Strengths Based Approach. The link to the Carer’s Procedures in Section 4, A Whole Family Approach was also updated.

Actions Following a Care and Support Plan Review

In August 2024, this chapter was reviewed. The email address for the Adult Care Charges team was added into Section 5, Ending and Care and Support Plan. A link to the whistleblowing policy was added into Section 14, Whistleblowing.

Understanding and Applying Eligibility Criteria

In August 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’. It was also 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.

AMHP Procedure

In August 2024, this chapter was updated with local amendments and Section 8, The Right Care, Right Person Approach has been added.

Preparing to Carry out a Care and Support Plan Review

In August 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’.

Preparing to Establish the Needs of Parent Carers

In August 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’.

Mental Health Arrangements in Lincolnshire

In August 2024, this chapter was updated. 

The Skilled Conversation (Young Carers)

In August 2024, the link for the SCIE Care Act guidance on strengths-based approaches was updated in Section 2, A strengths-based approach.

Contact and Referral Adult Care and Support Procedures

In August 2024, this chapter was updated. The link to the SCIE Care Act guidance on strengths-based approaches was updated in Section 4, A Strengths-Based Approach. A new subsection, NHS 111 - Mental Health Support was also added into Section 5, Providing General Information and Advice.

The Light Touch Review Conversation

In August 2024, this chapter was updated. The link to the SCIE Care Act guidance on strengths-based approaches was updated in Section 4, Reviewing what is working and not working (Light Touch Review).

Deciding Whether to Start Carers Transition

In August 2024, this chapter was updated.

Deciding Whether to Start Transition

In August 2024, this chapter was updated. Child’s needs assessment was changed to transition assessment in Section 7, Making the Decision.

The Transition Plan

In August 2024, this chapter was updated. The link to the SCIE Building Independence through Transition was removed in Section 6, The Transition Plan conversation.

Introduction, Legal Requirements and Tools (Transition Assessment)

In August 2024, this chapter was updated with some minor text amendments.

Reviewing a Transition Plan

In August 2024, this chapter was updated. The link to the SCIE Building Independence through Transition was removed from Section 5, Reviewing the Transition Plan.

Preparing to Establish Needs

In August 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’.  

Introduction, Legal Requirements and Tools (Carers)

In August 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’.   

Actions and Next Steps

In August 2024, this chapter was reviewed and some minor text amendments were made including adding updated links. The Dementia Support Service was changed to the Memory Support Service and the link was updated in Section 2, Providing Information and Advice. The link to VoiceAbility – Advocacy and involvement was undated in Section 8, Using Independent Advocacy and the link to the SCIE Care Act guidance on strengths-based approaches was updated in Section 12, Urgent or Interim Support.

Actions and Next Steps (Carers)

In August 2024, The Dementia Support Service was changed to the Memory Support Service in Section 2, Providing information and advice and a link was added. The link to the SCIE Care Act guidance on strengths-based approaches in Section 12, Urgent or interim support was also updated.

Support Planning

In August 2024, this chapter was reviewed and minor text amendments were made.

Deciding the Outcome of a Contact or Referral

In August 2024, the link to the SCIE Care Act guidance on strengths-based approaches was updated in Section 4, A Strengths-based Approach.

Actions following a Support Plan Review (Carers)

In August 2024, this chapter was updated with a minor text amendments and a link to the Whistleblowing policy was added into Section 13, Whistleblowing.

Preparing to Carry out a Support Plan Review (Carers)

In August 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’.

Deciding the Outcome of a Contact or Review Request

In August 2024, the link to the SCIE Care Act guidance on strengths-based approaches was updated in Section 3, What must be considered.

Understanding and Applying Eligibility Criteria (Carers)

In August 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’.

Actions and Next Steps (Customer Service Centre)

In August 2024, this chapter was reviewed, and some minor text amendments were made. The link to Specific Requirements on the Provision of the Information and Advice around Finances was updated in Section 3, Transferring a Review/Reassessment Request. The Dementia Support Service was changed to the Memory Support Service in Section 5, Providing Information and Advice and a link was added. Telecare, was renamed  Telecare and Technology Enabled Care (TEC) and a link to the chapter was added. The link to the SCIE Care Act guidance on strengths-based approaches was also updated in Section 9, Urgent or Interim Support.

Preparing to Establish Needs (Carers)

In August 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’.   

Safeguarding Adults

In August 2024, Section 9, Practice Guidance regarding Frequent Attenders, was added. This locally developed section was added in response to recent Lincolnshire Safeguarding Adults Partnership Board (LSAB) action.

Reviewing an Education, Health and Care Plan (from 18 years)

In August 2024, the links for Assessing People with Autism and Assessing People who are Deafblind were updated in Section 3, Legal Requirements of an EHC Plan Review.

April 2024

Safeguarding Children

In April 2024, the Lincolnshire Safeguarding Children’s Partnership (LSCP) link was updated.

February 2024

Providing Information about a Person or Carer

In February 2024, information about the Caldicott Principles was added.

Monitoring Reablement

In February 2024, this chapter was updated.

Processes for Arranging All Support and Services

In February 2024, this chapter was reviewed and update with current information.

The Reablement Review

In February 2024, this chapter was updated.

Cross Border Placements

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.

Preparing to Establish Needs (Reablement)

In February 2024, this chapter was updated.

Social Media (use of)

In February 2024, this chapter was updated.

NHS Continuing Healthcare (CHC)

In February 2024, this chapter was updated.

Recording and Keeping Records

In February 2024, this chapter was updated.

Acting as an Appropriate Adult

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.

Charging and Financial Assessment

In February 2024, this chapter was updated.

End of Life Procedures and Practice Guidance

In February 2024, this chapter was updated.

Introduction, Purpose and Tools (Reablement)

In February 2024, this chapter was updated.

Role of the Customer Service Centre

In February 2024, this chapter was updated.

Direct Payments

In February 2024, this chapter was updated.

Risk Assessment

In February 2024, this chapter was updated.

Setting an Indicative Planning Budget

In February 2024, this chapter was updated.

Receiving a Contact/Referral

In February 2024, a new Section 3, Identifying Carers was added.

Receiving a Contact or Referral (Occupational Therapy)

In February 2024, a new Section 5, Identifying Carers was added.

Introduction, Legal Requirements and Tools

In February 2024, this chapter was updated.

Preparing to Establish Needs (Occupational Therapy)

In February 2024, this chapter was updated.

Preparing to Establish Needs

In February 2024, this chapter was updated.

Introduction, Legal Requirements and Tools (Occupational Therapy)

In February 2024, this chapter was updated.

Providing Direct Support

In February 2024, this chapter was updated.

The Skilled Conversation (Occupational Therapy)

In February 2024, this chapter was updated.

The Skilled Conversation

In February 2024, this chapter was updated.

Monitoring and Review

In February 2024, information about manual handling reviews was moved from Section 4.2, Changing Equipment to Section 2.2, Manual Handling Reviews.

Hospital Discharge

In February 2024, this chapter was updated.

Deciding the Outcome of a Contact or Referral

In February 2024, this chapter was updated.

Hospitals and the Hospital Teams

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.

Actions Following a Reablement Review

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.

Agreeing Needs 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.

Deciding the Outcome of a Contact or Referral (Hospital Teams)

In February 2024, this chapter was updated.

AMHP Procedure

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.

Transitions in Lincolnshire

In February 2024, this chapter was updated.

Prisons and Approved Premises

In February 2024, this chapter was updated.

Actions Following a Care and Support Plan Review

In February 2024, this chapter was updated.

The Skilled Conversation (Transition Assessment)

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.

Preparing to Establish Needs (Transition Assessment)

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.

Deciding Whether to Start Transition

In February 2024, this chapter was updated.

Social Circumstances Report

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

Community Mental Health Framework

In February 2024, this new chapter was added to the Mental Health Teams section.

Care and Support Planning

In February 2024, this chapter was updated.

Deciding Whether to Start Carers Transition

In February 2024, this chapter was updated.

Arranging Support and Services

In February 2024, this chapter was updated.

Mental Health Arrangements in Lincolnshire

In February 2024, this chapter was updated.

Introduction, Legal Requirements and Tools (Transition Assessment)

In February 2024, this chapter was updated.

Recording the Decision and Next Steps

In February 2024, this chapter was updated.

Reviewing an Education, Health and Care Plan (from 18 years)

In February 2024, this chapter was updated.

Preparing to Establish Needs (Carers)

In February 2024, this chapter was updated.

Understanding and Applying Eligibility Criteria (Carers)

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.

Carers Personal Budget Sign Off Process

In February 2024, this chapter was updated.

Actions following a Support Plan Review (Carers)

In February 2024, this chapter was updated.

Safeguarding Adults

Section 12, Lincolnshire Domestic Abuse Specialist Service was added to this chapter in February 2024.

No Recourse to Public Funds (NRPF)

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.

Agreeing Needs 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.

The Skilled Conversation (Carers)

In February 2024, this chapter was updated.

Introduction, Legal Requirements and Tools (Carers)

In February 2024, this chapter was updated.

The Transition Plan

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.

Actions and Next Steps (Hospital Teams)

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.

Actions and Next Steps (Review Teams)

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.

Actions and Next Steps (Occupational Therapy)

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.

Actions and Next Steps (Customer Service Centre)

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.

Actions and Next Steps (Reablement)

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.

Actions and Next Steps

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.

Actions and Next Steps (Carers)

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.

Understanding the Mental Health Act 1983

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.

Debt Respite Scheme (Breathing Spaces) Procedure

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.

Contact and Referral Adult Care and Support Procedures

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.

The Skilled Conversation (Reablement)

In February 2024, information about the Applied Behavioural Science/MINDSPACE approach was added into Section 1, A Strengths Based Approach.

Section 117 Aftercare

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.

Monitoring Actions (Reablement)

Section 8, Reporting Concerns about a Service Provider was revised in February 2024 to better reflect the remit of the reablement team.

Homelessness – Duty to Refer

In February 2024, additional referral details were added into Section 2, Making a Referral.

Deputyship and Financial Affairs

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.

Ordinary Residence Procedure

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

2023

September 2023

Setting an Indicative Planning Budget

In September 2023, this chapter was updated to reflect the Ready Reckoner approach now used across Lincolnshire County Council.

August 2023

Deciding the Outcome of a Contact or Referral (Reablement)

In August 2023, this chapter was updated. This included a review and refresh of the Ordinary Residence section.

Deciding the outcome of a Contact or Referral (Carers)

In August 2023, this chapter was updated. This included a review and refresh of the Ordinary Residence section.

Actions and Next Steps (Customer Service Centre)

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.  

Homelessness – Duty to Refer

In August 2023, this new chapter was added to the Universal Procedures section.

End of Life Procedures and Practice Guidance

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

Recognising and Responding to Deprivations of Liberty

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.

No Recourse to Public Funds (NRPF)

In August 2023, this chapter was refreshed throughout and amended to reflect changes to the immigration status requirements for people from EEA countries.

Deciding the Outcome of a Contact or Referral

In August 2023, this chapter was updated. This included a review and refresh of the Ordinary Residence section.

Contact and Referral Adult Care and Support Procedures

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.

Section 117 Aftercare

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.

Actions and Next Steps (Carers)

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.