Skip to content
Adult Care Procedures, Practice Guidance and Tools
Contents
Quick Links:
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
13.
14.
15.
16.
3.Safeguarding
- 3.0.1Safeguarding AdultsUpdatedFebruary 10, 2026
- 3.0.2Safeguarding ChildrenUpdatedFebruary 10, 2026
4.Deprivation of Liberty
- 4.0.1Deprivation of Liberty Safeguards ProcedureFebruary 10, 2026
- 4.0.2Recognising and Responding to Deprivations of LibertyFebruary 10, 2026
- 4.0.3Devising and completing conveyance plans for submission to the Court of ProtectionUpdatedFebruary 10, 2026
5.Universal Procedures (used by all teams)
- 5.0.1Equality, Diversity and Human RightsFebruary 10, 2026
- 5.0.2Recording and Keeping RecordsFebruary 10, 2026
- 5.0.3Providing Information about a Person or CarerFebruary 10, 2026
- 5.0.4Professional CuriosityUpdatedFebruary 10, 2026
- 5.0.5Lasting Powers of Attorney and Court OrdersFebruary 10, 2025
- 5.0.6Charging and Financial AssessmentUpdatedFebruary 10, 2026
- 5.0.7Processes for Arranging All Support and ServicesUpdatedFebruary 10, 2026
- 5.0.8Direct PaymentsUpdatedFebruary 10, 2026
- 5.0.9Telecare and Technology Enabled Care (TEC)UpdatedFebruary 10, 2026
- 5.0.10Risk AssessmentUpdatedFebruary 10, 2026
- 5.0.11Co-productionAugust 12, 2025
- 5.0.12Lone WorkingUpdatedFebruary 10, 2026
- 5.0.13Joint Work (Including Integrated Neighbourhood Working)August 12, 2025
- 5.0.14Telephone Use and Secure EmailAugust 12, 2024
- 5.0.15Social Media (use of)August 12, 2024
- 5.0.16Artificial Intelligence (AI) in Adult Social CareUpdatedFebruary 10, 2026
- 5.0.17Storage of Data on Practitioners' Mobile DevicesUpdatedFebruary 10, 2026
- 5.0.18Interpreter and Translation ServicesFebruary 10, 2026
- 5.0.19Death of a Person or CarerUpdatedFebruary 10, 2026
6.Specialist Procedures
- 6.0.1Individual Service FundsJanuary 31, 2023
- 6.0.2Deputyship and Financial AffairsFebruary 10, 2026
- 6.0.3Debt Respite Scheme (Breathing Spaces) ProcedureFebruary 10, 2025
- 6.0.4Housing and HomelessnessAugust 12, 2025
- 6.0.5CareCubed ProcedureJuly 21, 2023
- 6.0.6NHS Continuing Healthcare (CHC)UpdatedFebruary 10, 2026
- 6.0.7End of Life Procedures and Practice GuidanceFebruary 10, 2025
- 6.0.8Legal ServicesJanuary 31, 2023
- 6.0.9Ordinary Residence ProcedureFebruary 8, 2024
- 6.0.10Continuity of Care ArrangementsFebruary 10, 2025
- 6.0.11Cross Border PlacementsFebruary 10, 2025
- 6.0.12Protecting Moveable PropertyUpdatedFebruary 10, 2026
- 6.0.13Service Interruptions and Provider FailureAugust 12, 2024
- 6.0.14No Recourse to Public Funds (NRPF)UpdatedFebruary 10, 2026
- 6.0.15Veterans, Serving Armed Forces Personnel, and their FamiliesUpdatedFebruary 10, 2026
- 6.0.16Acting as an Appropriate AdultUpdatedFebruary 10, 2026
- 6.0.17Learning Disability Services in LincolnshireUpdatedFebruary 10, 2026
- 6.0.18Working Effectively with Parents and Children’s ServicesUpdatedFebruary 10, 2026
7.Customer Service Centre
- 7.0.1Role of the Customer Service CentreAugust 12, 2025
- 7.0.2Receiving a Contact/ReferralUpdatedFebruary 10, 2026
- 7.0.3Deciding the Outcome of a Contact or Referral (Customer Service Centre)August 12, 2025
- 7.0.4Actions and Next StepsUpdatedFebruary 10, 2026
8.1Contact and Referral
- 8.1.1Receiving a Contact/ReferralUpdatedFebruary 10, 2026
- 8.1.2Deciding the Outcome of a Contact or Referral (Reablement)February 10, 2025
- 8.1.3Actions and Next StepsUpdatedFebruary 10, 2026
8.2Establishing Needs
- 8.2.1Introduction, Purpose and Tools (Reablement)February 10, 2025
- 8.2.2Preparing to Establish Needs (Reablement)February 10, 2026
- 8.2.3The Skilled Conversation (Reablement)February 10, 2026
- 8.2.4Agreeing Needs, Making a Formal Record and Next Steps (Reablement)February 10, 2026
8.3Meeting Needs
- 8.3.1The Reablement PlanAugust 12, 2024
- 8.3.2Arranging the Reablement ServiceJuly 21, 2023
8.4Monitoring and Reviewing Reablement
- 8.4.1Monitoring ReablementFebruary 8, 2024
- 8.4.2Monitoring Actions (Reablement)February 10, 2025
- 8.4.3The Reablement ReviewUpdatedFebruary 10, 2026
- 8.4.4Deciding the Outcome of a Reablement Review and Making a Formal RecordFebruary 10, 2026
- 8.4.5Actions Following a Reablement ReviewFebruary 10, 2026
9.1Contact and Referral
- 9.1.1Receiving a Contact or Referral (Occupational Therapy)August 12, 2025
- 9.1.2Deciding the Outcome of a Contact or Referral (Occupational Therapy)August 12, 2025
- 9.1.3Actions and Next Steps (Occupational Therapy)UpdatedFebruary 10, 2026
9.2Establishing Needs
- 9.2.1Introduction, Legal Requirements and Tools (Occupational Therapy)February 10, 2025
- 9.2.2Preparing to Establish Needs (Occupational Therapy)August 12, 2025
- 9.2.3The Skilled Conversation (Occupational Therapy)February 10, 2025
- 9.2.4Agreeing Needs, Making a Formal Record and Next Steps (Occupational Therapy)February 10, 2026
- 9.2.5Establishing Likely Eligibility for a Disabled Facilities GrantAugust 12, 2025
- 9.2.6Understanding and Applying Eligibility Criteria (Occupational Therapy)August 12, 2025
- 9.2.7Communicating the Outcome and Next Steps (Occupational Therapy)UpdatedFebruary 10, 2026
9.3Meeting Needs
- 9.3.1Establishing Ordinary Residence (Occupational Therapy)August 12, 2024
- 9.3.2Requesting a Financial AssessmentUpdatedFebruary 10, 2026
- 9.3.3Applying for a Disabled Facilities GrantFebruary 10, 2025
- 9.3.4The Outcome of the Disabled Facilities Grant Application and Next StepsFebruary 10, 2026
- 9.3.5Providing EquipmentUpdatedFebruary 10, 2026
- 9.3.6Equipment in a Care HomeAugust 12, 2025
- 9.3.7Providing Direct SupportAugust 12, 2024
9.4Monitoring and Review
- 9.4.1Monitoring and ReviewFebruary 10, 2026
10.1Hospitals and the Hospital Teams
- 10.1.1Hospitals and the Hospital TeamsUpdatedFebruary 10, 2026
10.2Contact and Referral
- 10.2.1Receiving a Contact/ReferralUpdatedFebruary 10, 2026
- 10.2.2Deciding the Outcome of a Contact or Referral (Hospital Teams)August 12, 2025
- 10.2.3Actions and Next StepsUpdatedFebruary 10, 2026
10.3Hospital Discharge
- 10.3.1Hospital DischargeFebruary 10, 2026
- 10.3.2Monitoring Urgent or Interim Support and ServicesUpdatedFebruary 10, 2026
10.4Establishing Needs
- 10.4.1Introduction, Legal Requirements and ToolsUpdatedFebruary 10, 2026
- 10.4.2Preparing to Establish NeedsUpdatedFebruary 10, 2026
- 10.4.3The Skilled ConversationUpdatedFebruary 10, 2026
- 10.4.4Agreeing Needs and Making a Formal RecordUpdatedFebruary 10, 2026
- 10.4.5Understanding and Applying Eligibility CriteriaUpdatedFebruary 10, 2026
- 10.4.6Communicating the Outcome and Next StepsUpdatedFebruary 10, 2026
10.5Meeting Needs
- 10.5.1Establishing Ordinary ResidenceUpdatedFebruary 10, 2026
- 10.5.2Requesting a Financial AssessmentUpdatedFebruary 10, 2026
- 10.5.3Setting an Indicative Planning BudgetUpdatedFebruary 10, 2026
- 10.5.4Care and Support PlanningUpdatedFebruary 10, 2026
- 10.5.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetUpdatedFebruary 10, 2026
- 10.5.6Arranging Support and ServicesUpdatedFebruary 10, 2026
- 10.5.7Checking Effectiveness – MonitoringJanuary 31, 2023
10.6Reviewing Support and Services
- 10.6.1Legal Requirements of a Care and Support Plan Review and ToolsUpdatedFebruary 10, 2026
- 10.6.2Preparing to Carry out a Care and Support Plan ReviewUpdatedFebruary 10, 2026
- 10.6.3The Review ConversationUpdatedFebruary 10, 2026
- 10.6.4Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordUpdatedFebruary 10, 2026
- 10.6.5Actions Following a Care and Support Plan ReviewUpdatedFebruary 10, 2026
- 10.6.6Reviewing a Direct Payment
11.1Contact and Referral
- 11.1.1Receiving a Contact/ReferralUpdatedFebruary 10, 2026
- 11.1.2Receiving a Contact or Review RequestJuly 21, 2023
- 11.1.3Deciding the Outcome of a Contact or ReferralUpdatedFebruary 10, 2026
- 11.1.4Deciding the Outcome of a Contact or Review RequestFebruary 10, 2025
- 11.1.5Actions and Next StepsUpdatedFebruary 10, 2026
11.2Establishing Needs
- 11.2.1Introduction, Legal Requirements and ToolsUpdatedFebruary 10, 2026
- 11.2.2Preparing to Establish NeedsUpdatedFebruary 10, 2026
- 11.2.3The Skilled ConversationUpdatedFebruary 10, 2026
- 11.2.4Agreeing Needs and Making a Formal RecordUpdatedFebruary 10, 2026
- 11.2.5Understanding and Applying Eligibility CriteriaUpdatedFebruary 10, 2026
- 11.2.6Communicating the Outcome and Next StepsUpdatedFebruary 10, 2026
11.3Meeting Needs
- 11.3.1Establishing Ordinary ResidenceUpdatedFebruary 10, 2026
- 11.3.2Requesting a Financial AssessmentUpdatedFebruary 10, 2026
- 11.3.3Setting an Indicative Planning BudgetUpdatedFebruary 10, 2026
- 11.3.4Care and Support PlanningUpdatedFebruary 10, 2026
- 11.3.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetUpdatedFebruary 10, 2026
- 11.3.6Arranging Support and ServicesUpdatedFebruary 10, 2026
- 11.3.7Checking Effectiveness – MonitoringJanuary 31, 2023
11.4Reviewing Support and Services
- 11.4.1Legal Requirements of a Care and Support Plan Review and ToolsUpdatedFebruary 10, 2026
- 11.4.2Preparing to Carry out a Care and Support Plan ReviewUpdatedFebruary 10, 2026
- 11.4.3The Review ConversationUpdatedFebruary 10, 2026
- 11.4.4Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordUpdatedFebruary 10, 2026
- 11.4.5Actions Following a Care and Support Plan ReviewUpdatedFebruary 10, 2026
- 11.4.6Monitoring Urgent or Interim Support and ServicesUpdatedFebruary 10, 2026
- 11.4.7Reviewing a Direct Payment
12.Maximising Independence
- 12.0.1Maximising IndependenceFebruary 10, 2025
13.1Mental Health Arrangements in Lincolnshire
- 13.1.1Mental Health Arrangements in LincolnshireAugust 12, 2024
- 13.1.2The Right Care, Right Person ApproachUpdatedFebruary 10, 2026
13.2Contact and Referral
- 13.2.1How to Access Mental Health Social WorkJuly 21, 2023
- 13.2.2Receiving a Contact/ReferralUpdatedFebruary 10, 2026
- 13.2.3Contact and Referral Adult Care and Support ProceduresUpdatedFebruary 10, 2026
13.3Establishing Needs
- 13.3.1Introduction, Legal Requirements and ToolsUpdatedFebruary 10, 2026
- 13.3.2Preparing to Establish NeedsUpdatedFebruary 10, 2026
- 13.3.3The Skilled ConversationUpdatedFebruary 10, 2026
- 13.3.4Agreeing Needs and Making a Formal RecordUpdatedFebruary 10, 2026
- 13.3.5Understanding and Applying Eligibility CriteriaUpdatedFebruary 10, 2026
- 13.3.6Communicating the Outcome and Next StepsUpdatedFebruary 10, 2026
13.4Meeting Needs
- 13.4.1Establishing Ordinary ResidenceUpdatedFebruary 10, 2026
- 13.4.2Requesting a Financial AssessmentUpdatedFebruary 10, 2026
- 13.4.3Setting an Indicative Planning BudgetUpdatedFebruary 10, 2026
- 13.4.4Care and Support PlanningUpdatedFebruary 10, 2026
- 13.4.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetUpdatedFebruary 10, 2026
- 13.4.6Arranging Support and ServicesUpdatedFebruary 10, 2026
- 13.4.7Checking Effectiveness – MonitoringJanuary 31, 2023
13.5Reviewing Support and Services
- 13.5.1Legal Requirements of a Care and Support Plan Review and ToolsUpdatedFebruary 10, 2026
- 13.5.2Preparing to Carry out a Care and Support Plan ReviewUpdatedFebruary 10, 2026
- 13.5.3The Review ConversationUpdatedFebruary 10, 2026
- 13.5.4Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordUpdatedFebruary 10, 2026
- 13.5.5Actions Following a Care and Support Plan ReviewUpdatedFebruary 10, 2026
- 13.5.6Monitoring Urgent or Interim Support and ServicesUpdatedFebruary 10, 2026
- 13.5.7Reviewing a Direct Payment
13.6Functions under the Mental Health Act
- 13.6.1Understanding the Mental Health Act 1983February 10, 2025
- 13.6.2Social Circumstances ReportFebruary 10, 2025
- 13.6.3AMHP ProcedureAugust 12, 2025
- 13.6.4Section 117 AftercareAugust 12, 2025
- 13.6.5Community Mental Health FrameworkFebruary 8, 2024
14.Prisons
- 14.0.1Prisons and Approved PremisesUpdatedFebruary 10, 2026
15.1Transitions in Lincolnshire
- 15.1.1Transitions in LincolnshireUpdatedFebruary 10, 2026
15.2Deciding Whether to Start Transition
- 15.2.1Deciding Whether to Start TransitionUpdatedFebruary 10, 2026
- 15.2.2Deciding Whether to Start Carers TransitionUpdatedFebruary 10, 2026
- 15.2.3Recording the Decision and Next StepsUpdatedFebruary 10, 2026
15.3Transition Assessment
- 15.3.1Introduction, Legal Requirements and Tools (Transition Assessment)UpdatedFebruary 10, 2026
- 15.3.2Preparing to Establish Needs (Transition Assessment)UpdatedFebruary 10, 2026
- 15.3.3The Skilled Conversation (Transition Assessment)UpdatedFebruary 10, 2026
- 15.3.4Agreeing Needs, Making a Formal Record and Next Steps (Transition Assessment)UpdatedFebruary 10, 2026
15.4Carer's Transition Assessments
- 15.4.1Introduction, Legal Requirements and Tools (Carer's Transition)UpdatedFebruary 10, 2026
- 15.4.2Preparing to Establish the Needs of Parent CarersUpdatedFebruary 10, 2026
- 15.4.3Preparing to Establish the Needs of Young CarersUpdatedFebruary 10, 2026
- 15.4.4The Skilled Conversation (Parent Carers)UpdatedFebruary 10, 2026
- 15.4.5The Skilled Conversation (Young Carers)UpdatedFebruary 10, 2026
- 15.4.6Agreeing Needs, Making a Formal Record and Next Steps (Carer's Transition)UpdatedFebruary 10, 2026
15.5Transition Planning and Review
- 15.5.1Setting an Indicative Budget (Transition to Adult Care and Support)UpdatedFebruary 10, 2026
- 15.5.2The Transition PlanUpdatedFebruary 10, 2026
- 15.5.3Reviewing a Transition PlanUpdatedFebruary 10, 2026
- 15.5.4Reviewing an Education, Health and Care Plan (from 18 years)UpdatedFebruary 10, 2026
16.1Contact and Referral
- 16.1.1Receiving a Contact/ReferralUpdatedFebruary 10, 2026
- 16.1.2Deciding the outcome of a Contact or Referral (Carers)February 10, 2025
- 16.1.3Actions and Next Steps (Carers)UpdatedFebruary 10, 2026
16.2Establishing Needs
- 16.2.1Introduction, Legal Requirements and Tools (Carers)February 10, 2025
- 16.2.2Preparing to Establish Needs (Carers)February 10, 2025
- 16.2.3The Skilled Conversation (Carers)August 12, 2025
- 16.2.4Agreeing Needs and Making a Formal Record (Carers)February 10, 2026
- 16.2.5Understanding and Applying Eligibility Criteria (Carers)August 12, 2025
- 16.2.6Communicating the Outcome and Next Steps (Carers)February 10, 2025
16.3Meeting Needs
- 16.3.1Establishing Ordinary ResidenceUpdatedFebruary 10, 2026
- 16.3.2Requesting a Financial AssessmentUpdatedFebruary 10, 2026
- 16.3.3Setting an Indicative Planning BudgetUpdatedFebruary 10, 2026
- 16.3.4Support PlanningAugust 12, 2025
- 16.3.5Carers Personal Budget Sign Off ProcessUpdatedFebruary 10, 2026
- 16.3.6Arranging Support and ServicesUpdatedFebruary 10, 2026
- 16.3.7Checking Effectiveness – MonitoringJanuary 31, 2023
16.4Reviewing Support and Services
- 16.4.1Legal Requirements of a Support Plan Review and ToolsFebruary 10, 2025
- 16.4.2Preparing to Carry out a Support Plan Review (Carers)February 10, 2025
- 16.4.3The Review Conversation (Carers)UpdatedFebruary 10, 2026
- 16.4.4Deciding the Outcome of a Support Plan Review and Making a Formal Record (Carers)February 10, 2026
- 16.4.5Actions following a Support Plan Review (Carers)August 12, 2025
- 16.4.6Monitoring Urgent or Interim Support and ServicesUpdatedFebruary 10, 2026
- 16.4.7Reviewing a Direct Payment
Last Updated: February 10, 2026
v296