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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

  1. 3.0.1Safeguarding AdultsAugust 12, 2024
  2. 3.0.2Safeguarding ChildrenAugust 12, 2024

4.Deprivation of Liberty

  1. 4.0.1Deprivation of Liberty Safeguards ProcedureFebruary 10, 2025
  2. 4.0.2Recognising and Responding to Deprivations of LibertyFebruary 10, 2025
  3. 4.0.3Devising and completing conveyance plans for submission to the Court of ProtectionFebruary 10, 2025

5.Universal Procedures (used by all teams)

  1. 5.0.1Equality, Diversity and Human RightsFebruary 10, 2025
  2. 5.0.2Recording and Keeping RecordsFebruary 10, 2025
  3. 5.0.3Providing Information about a Person or CarerFebruary 10, 2025
  4. 5.0.4Lasting Powers of Attorney and Court OrdersFebruary 10, 2025
  5. 5.0.5Charging and Financial AssessmentFebruary 10, 2025
  6. 5.0.6Processes for Arranging All Support and ServicesFebruary 10, 2025
  7. 5.0.7Direct PaymentsFebruary 10, 2025
  8. 5.0.8Telecare and Technology Enabled Care (TEC)August 12, 2024
  9. 5.0.9Risk AssessmentFebruary 10, 2025
  10. 5.0.10Lone WorkingAugust 12, 2024
  11. 5.0.11Joint Work (Including Integrated Neighbourhood Working)February 10, 2025
  12. 5.0.12Telephone Use and Secure EmailAugust 12, 2024
  13. 5.0.13Social Media (use of)August 12, 2024
  14. 5.0.14Storage of Data on Practitioners' Mobile DevicesJanuary 31, 2023
  15. 5.0.15Interpreter and Translation ServicesAugust 12, 2024
  16. 5.0.16Death of a Person or CarerFebruary 10, 2025

6.Specialist Procedures

  1. 6.0.1Individual Service FundsJanuary 31, 2023
  2. 6.0.2Deputyship and Financial AffairsFebruary 10, 2025
  3. 6.0.3Debt Respite Scheme (Breathing Spaces) ProcedureFebruary 10, 2025
  4. 6.0.4Housing and HomelessnessFebruary 10, 2025
  5. 6.0.5CareCubed ProcedureJuly 21, 2023
  6. 6.0.6NHS Continuing Healthcare (CHC)February 10, 2025
  7. 6.0.7End of Life Procedures and Practice GuidanceFebruary 10, 2025
  8. 6.0.8Legal ServicesJanuary 31, 2023
  9. 6.0.9Ordinary Residence ProcedureFebruary 8, 2024
  10. 6.0.10Continuity of Care ArrangementsFebruary 10, 2025
  11. 6.0.11Cross Border PlacementsFebruary 10, 2025
  12. 6.0.12Protection of PropertyJuly 21, 2023
  13. 6.0.13Service Interruptions and Provider FailureAugust 12, 2024
  14. 6.0.14No Recourse to Public Funds (NRPF)February 10, 2025
  15. 6.0.15Veterans, Serving Armed Forces Personnel, and their FamiliesFebruary 10, 2025
  16. 6.0.16Acting as an Appropriate AdultFebruary 8, 2024

7.Customer Service Centre

  1. 7.0.1Role of the Customer Service CentreFebruary 10, 2025
  2. 7.0.2Receiving a Contact/ReferralFebruary 10, 2025
  3. 7.0.3Deciding the Outcome of a Contact or Referral (Customer Service Centre)February 10, 2025
  4. 7.0.4Actions and Next Steps (Customer Service Centre)February 10, 2025

8.Reablement

8.1Contact and Referral

  1. 8.1.1Receiving a Contact/ReferralFebruary 10, 2025
  2. 8.1.2Deciding the Outcome of a Contact or Referral (Reablement)February 10, 2025
  3. 8.1.3Actions and Next Steps (Reablement)February 10, 2025

8.2Establishing Needs

  1. 8.2.1Introduction, Purpose and Tools (Reablement)February 10, 2025
  2. 8.2.2Preparing to Establish Needs (Reablement)February 10, 2025
  3. 8.2.3The Skilled Conversation (Reablement)February 10, 2025
  4. 8.2.4Agreeing Needs, Making a Formal Record and Next Steps (Reablement)February 10, 2025

8.3Meeting Needs

  1. 8.3.1The Reablement PlanAugust 12, 2024
  2. 8.3.2Arranging the Reablement ServiceJuly 21, 2023

8.4Monitoring and Reviewing Reablement

  1. 8.4.1Monitoring ReablementFebruary 8, 2024
  2. 8.4.2Monitoring Actions (Reablement)February 10, 2025
  3. 8.4.3The Reablement ReviewFebruary 10, 2025
  4. 8.4.4Deciding the Outcome of a Reablement Review and Making a Formal RecordFebruary 10, 2025
  5. 8.4.5Actions Following a Reablement ReviewFebruary 10, 2025

9.Occupational Therapy Teams

9.1Contact and Referral

  1. 9.1.1Receiving a Contact or Referral (Occupational Therapy)August 12, 2024
  2. 9.1.2Deciding the Outcome of a Contact or Referral (Occupational Therapy)February 10, 2025
  3. 9.1.3Actions and Next Steps (Occupational Therapy)February 10, 2025

9.2Establishing Needs

  1. 9.2.1Introduction, Legal Requirements and Tools (Occupational Therapy)February 10, 2025
  2. 9.2.2Preparing to Establish Needs (Occupational Therapy)February 10, 2025
  3. 9.2.3The Skilled Conversation (Occupational Therapy)February 10, 2025
  4. 9.2.4Agreeing Needs, Making a Formal Record and Next Steps (Occupational Therapy)February 10, 2025
  5. 9.2.5Establishing Likely Eligibility for a Disabled Facilities GrantAugust 12, 2024
  6. 9.2.6Understanding and Applying Eligibility Criteria (Occupational Therapy)February 10, 2025
  7. 9.2.7Communicating the Outcome and Next Steps (Occupational Therapy)February 10, 2025

9.3Meeting Needs

  1. 9.3.1Establishing Ordinary Residence (Occupational Therapy)August 12, 2024
  2. 9.3.2Requesting a Financial AssessmentAugust 12, 2024
  3. 9.3.3Applying for a Disabled Facilities GrantFebruary 10, 2025
  4. 9.3.4The Outcome of the Disabled Facilities Grant Application and Next StepsFebruary 10, 2025
  5. 9.3.5Providing EquipmentFebruary 10, 2025
  6. 9.3.6Equipment in a Care HomeAugust 12, 2024
  7. 9.3.7Providing Direct SupportAugust 12, 2024

9.4Monitoring and Review

  1. 9.4.1Monitoring and ReviewFebruary 10, 2025

10.Hospital Teams

10.1Hospitals and the Hospital Teams

  1. 10.1.1Hospitals and the Hospital TeamsFebruary 10, 2025

10.2Contact and Referral

  1. 10.2.1Receiving a Contact/ReferralFebruary 10, 2025
  2. 10.2.2Deciding the Outcome of a Contact or Referral (Hospital Teams)February 10, 2025
  3. 10.2.3Actions and Next Steps (Hospital Teams)February 10, 2025

10.3Hospital Discharge

  1. 10.3.1Hospital DischargeFebruary 10, 2025
  2. 10.3.2Monitoring Urgent or Interim Support and ServicesAugust 12, 2024

10.4Establishing Needs

  1. 10.4.1Introduction, Legal Requirements and ToolsFebruary 10, 2025
  2. 10.4.2Preparing to Establish NeedsFebruary 10, 2025
  3. 10.4.3The Skilled ConversationAugust 12, 2024
  4. 10.4.4Agreeing Needs and Making a Formal RecordFebruary 10, 2025
  5. 10.4.5Understanding and Applying Eligibility CriteriaAugust 12, 2024
  6. 10.4.6Communicating the Outcome and Next StepsFebruary 10, 2025

10.5Meeting Needs

  1. 10.5.1Establishing Ordinary ResidenceFebruary 10, 2025
  2. 10.5.2Requesting a Financial AssessmentAugust 12, 2024
  3. 10.5.3Setting an Indicative Planning BudgetFebruary 10, 2025
  4. 10.5.4Care and Support PlanningFebruary 10, 2025
  5. 10.5.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetFebruary 10, 2025
  6. 10.5.6Arranging Support and ServicesFebruary 10, 2025
  7. 10.5.7Checking Effectiveness – MonitoringJanuary 31, 2023

10.6Reviewing Support and Services

  1. 10.6.1Legal Requirements of a Care and Support Plan Review and ToolsFebruary 10, 2025
  2. 10.6.2Preparing to Carry out a Care and Support Plan ReviewFebruary 10, 2025
  3. 10.6.3The Full Review ConversationFebruary 10, 2025
  4. 10.6.4The Light Touch Review ConversationFebruary 10, 2025
  5. 10.6.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordFebruary 10, 2025
  6. 10.6.6Actions Following a Care and Support Plan ReviewFebruary 10, 2025
  7. 10.6.7Reviewing a Direct Payment

11.AFLTC Area Teams

11.1Contact and Referral

  1. 11.1.1Receiving a Contact/ReferralFebruary 10, 2025
  2. 11.1.2Deciding the Outcome of a Contact or ReferralFebruary 10, 2025
  3. 11.1.3Actions and Next StepsFebruary 10, 2025

11.2Establishing Needs

  1. 11.2.1Introduction, Legal Requirements and ToolsFebruary 10, 2025
  2. 11.2.2Preparing to Establish NeedsFebruary 10, 2025
  3. 11.2.3The Skilled ConversationAugust 12, 2024
  4. 11.2.4Agreeing Needs and Making a Formal RecordFebruary 10, 2025
  5. 11.2.5Understanding and Applying Eligibility CriteriaAugust 12, 2024
  6. 11.2.6Communicating the Outcome and Next StepsFebruary 10, 2025

11.3Meeting Needs

  1. 11.3.1Establishing Ordinary ResidenceFebruary 10, 2025
  2. 11.3.2Requesting a Financial AssessmentAugust 12, 2024
  3. 11.3.3Setting an Indicative Planning BudgetFebruary 10, 2025
  4. 11.3.4Care and Support PlanningFebruary 10, 2025
  5. 11.3.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetFebruary 10, 2025
  6. 11.3.6Arranging Support and ServicesFebruary 10, 2025
  7. 11.3.7Checking Effectiveness – MonitoringJanuary 31, 2023

11.4Reviewing Support and Services

  1. 11.4.1Legal Requirements of a Care and Support Plan Review and ToolsFebruary 10, 2025
  2. 11.4.2Preparing to Carry out a Care and Support Plan ReviewFebruary 10, 2025
  3. 11.4.3The Full Review ConversationFebruary 10, 2025
  4. 11.4.4The Light Touch Review ConversationFebruary 10, 2025
  5. 11.4.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordFebruary 10, 2025
  6. 11.4.6Actions Following a Care and Support Plan ReviewFebruary 10, 2025
  7. 11.4.7Monitoring Urgent or Interim Support and ServicesAugust 12, 2024
  8. 11.4.8Reviewing a Direct Payment

12.AFLTC Review Teams

12.1Contact and Review Requests

  1. 12.1.1Receiving a Contact or Review RequestJuly 21, 2023
  2. 12.1.2Deciding the Outcome of a Contact or Review RequestFebruary 10, 2025
  3. 12.1.3Actions and Next Steps (Review Teams)February 10, 2025

12.2Reviewing Support and Services

  1. 12.2.1Legal Requirements of a Care and Support Plan Review and ToolsFebruary 10, 2025
  2. 12.2.2Preparing to Carry out a Care and Support Plan ReviewFebruary 10, 2025
  3. 12.2.3The Full Review ConversationFebruary 10, 2025
  4. 12.2.4The Light Touch Review ConversationFebruary 10, 2025
  5. 12.2.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordFebruary 10, 2025
  6. 12.2.6Actions Following a Care and Support Plan ReviewFebruary 10, 2025
  7. 12.2.7Monitoring Urgent or Interim Support and ServicesAugust 12, 2024
  8. 12.2.8Reviewing a Direct Payment

12.3Establishing Needs

  1. 12.3.1Introduction, Legal Requirements and ToolsFebruary 10, 2025
  2. 12.3.2Preparing to Establish NeedsFebruary 10, 2025
  3. 12.3.3The Skilled ConversationAugust 12, 2024
  4. 12.3.4Agreeing Needs and Making a Formal RecordFebruary 10, 2025
  5. 12.3.5Understanding and Applying Eligibility CriteriaAugust 12, 2024
  6. 12.3.6Communicating the Outcome and Next StepsFebruary 10, 2025

12.4Meeting Needs

  1. 12.4.1Establishing Ordinary ResidenceFebruary 10, 2025
  2. 12.4.2Requesting a Financial AssessmentAugust 12, 2024
  3. 12.4.3Setting an Indicative Planning BudgetFebruary 10, 2025
  4. 12.4.4Care and Support PlanningFebruary 10, 2025
  5. 12.4.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetFebruary 10, 2025
  6. 12.4.6Arranging Support and ServicesFebruary 10, 2025
  7. 12.4.7Checking Effectiveness – MonitoringJanuary 31, 2023

13.Learning Disability

13.1Learning Disability Services in Lincolnshire

  1. 13.1.1Learning Disability Services in LincolnshireAugust 12, 2024

13.2Contact and Referral

  1. 13.2.1Receiving a Contact/ReferralFebruary 10, 2025
  2. 13.2.2Deciding the Outcome of a Contact or ReferralFebruary 10, 2025
  3. 13.2.3Actions and Next StepsFebruary 10, 2025

13.3Establishing Needs

  1. 13.3.1Introduction, Legal Requirements and ToolsFebruary 10, 2025
  2. 13.3.2Preparing to Establish NeedsFebruary 10, 2025
  3. 13.3.3The Skilled ConversationAugust 12, 2024
  4. 13.3.4Agreeing Needs and Making a Formal RecordFebruary 10, 2025
  5. 13.3.5Understanding and Applying Eligibility CriteriaAugust 12, 2024
  6. 13.3.6Communicating the Outcome and Next StepsFebruary 10, 2025

13.4Meeting Needs

  1. 13.4.1Establishing Ordinary ResidenceFebruary 10, 2025
  2. 13.4.2Requesting a Financial AssessmentAugust 12, 2024
  3. 13.4.3Setting an Indicative Planning BudgetFebruary 10, 2025
  4. 13.4.4Care and Support PlanningFebruary 10, 2025
  5. 13.4.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetFebruary 10, 2025
  6. 13.4.6Arranging Support and ServicesFebruary 10, 2025
  7. 13.4.7Checking Effectiveness – MonitoringJanuary 31, 2023

13.5Reviewing Support and Services

  1. 13.5.1Legal Requirements of a Care and Support Plan Review and ToolsFebruary 10, 2025
  2. 13.5.2Preparing to Carry out a Care and Support Plan ReviewFebruary 10, 2025
  3. 13.5.3The Full Review ConversationFebruary 10, 2025
  4. 13.5.4The Light Touch Review ConversationFebruary 10, 2025
  5. 13.5.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordFebruary 10, 2025
  6. 13.5.6Actions Following a Care and Support Plan ReviewFebruary 10, 2025
  7. 13.5.7Monitoring Urgent or Interim Support and ServicesAugust 12, 2024
  8. 13.5.8Reviewing a Direct Payment

14.Maximising Independence

  1. 14.0.1Maximising IndependenceFebruary 10, 2025

15.Mental Health Teams

15.1Mental Health Arrangements in Lincolnshire

  1. 15.1.1Mental Health Arrangements in LincolnshireAugust 12, 2024
  2. 15.1.2The Right Care, Right Person ApproachFebruary 10, 2025

15.2Contact and Referral

  1. 15.2.1How to Access Mental Health Social WorkJuly 21, 2023
  2. 15.2.2Receiving a Contact/ReferralFebruary 10, 2025
  3. 15.2.3Contact and Referral Adult Care and Support ProceduresFebruary 10, 2025

15.3Establishing Needs

  1. 15.3.1Introduction, Legal Requirements and ToolsFebruary 10, 2025
  2. 15.3.2Preparing to Establish NeedsFebruary 10, 2025
  3. 15.3.3The Skilled ConversationAugust 12, 2024
  4. 15.3.4Agreeing Needs and Making a Formal RecordFebruary 10, 2025
  5. 15.3.5Understanding and Applying Eligibility CriteriaAugust 12, 2024
  6. 15.3.6Communicating the Outcome and Next StepsFebruary 10, 2025

15.4Meeting Needs

  1. 15.4.1Establishing Ordinary ResidenceFebruary 10, 2025
  2. 15.4.2Requesting a Financial AssessmentAugust 12, 2024
  3. 15.4.3Setting an Indicative Planning BudgetFebruary 10, 2025
  4. 15.4.4Care and Support PlanningFebruary 10, 2025
  5. 15.4.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetFebruary 10, 2025
  6. 15.4.6Arranging Support and ServicesFebruary 10, 2025
  7. 15.4.7Checking Effectiveness – MonitoringJanuary 31, 2023

15.5Reviewing Support and Services

  1. 15.5.1Legal Requirements of a Care and Support Plan Review and ToolsFebruary 10, 2025
  2. 15.5.2Preparing to Carry out a Care and Support Plan ReviewFebruary 10, 2025
  3. 15.5.3The Full Review ConversationFebruary 10, 2025
  4. 15.5.4The Light Touch Review ConversationFebruary 10, 2025
  5. 15.5.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordFebruary 10, 2025
  6. 15.5.6Actions Following a Care and Support Plan ReviewFebruary 10, 2025
  7. 15.5.7Monitoring Urgent or Interim Support and ServicesAugust 12, 2024
  8. 15.5.8Reviewing a Direct Payment

15.6Functions under the Mental Health Act

  1. 15.6.1Understanding the Mental Health Act 1983February 10, 2025
  2. 15.6.2Social Circumstances ReportFebruary 10, 2025
  3. 15.6.3AMHP ProcedureFebruary 10, 2025
  4. 15.6.4Section 117 AftercareAugust 12, 2024
  5. 15.6.5Community Mental Health FrameworkFebruary 8, 2024

16.Prisons

  1. 16.0.1Prisons and Approved PremisesFebruary 10, 2025

17.Transition to Adult Care and Support

17.1Transitions in Lincolnshire

  1. 17.1.1Transitions in LincolnshireFebruary 10, 2025

17.2Deciding Whether to Start Transition

  1. 17.2.1Deciding Whether to Start TransitionFebruary 10, 2025
  2. 17.2.2Deciding Whether to Start Carers TransitionFebruary 10, 2025
  3. 17.2.3Recording the Decision and Next StepsFebruary 10, 2025

17.3Transition Assessment

  1. 17.3.1Introduction, Legal Requirements and Tools (Transition Assessment)February 10, 2025
  2. 17.3.2Preparing to Establish Needs (Transition Assessment)February 10, 2025
  3. 17.3.3The Skilled Conversation (Transition Assessment)February 10, 2025
  4. 17.3.4Agreeing Needs, Making a Formal Record and Next Steps (Transition Assessment)February 10, 2025

17.4Carer's Transition Assessments

  1. 17.4.1Introduction, Legal Requirements and Tools (Carer's Transition)February 10, 2025
  2. 17.4.2Preparing to Establish the Needs of Parent CarersFebruary 10, 2025
  3. 17.4.3Preparing to Establish the Needs of Young CarersFebruary 10, 2025
  4. 17.4.4The Skilled Conversation (Parent Carers)February 10, 2025
  5. 17.4.5The Skilled Conversation (Young Carers)February 10, 2025
  6. 17.4.6Agreeing Needs, Making a Formal Record and Next Steps (Carer's Transition)February 10, 2025

17.5Transition Planning and Review

  1. 17.5.1Setting an Indicative Budget (Transition to Adult Care and Support)February 10, 2025
  2. 17.5.2The Transition PlanFebruary 10, 2025
  3. 17.5.3Reviewing a Transition PlanFebruary 10, 2025
  4. 17.5.4Reviewing an Education, Health and Care Plan (from 18 years)February 10, 2025

18.Carers Procedures

18.1Contact and Referral

  1. 18.1.1Receiving a Contact/ReferralFebruary 10, 2025
  2. 18.1.2Deciding the outcome of a Contact or Referral (Carers)February 10, 2025
  3. 18.1.3Actions and Next Steps (Carers)February 10, 2025

18.2Establishing Needs

  1. 18.2.1Introduction, Legal Requirements and Tools (Carers)February 10, 2025
  2. 18.2.2Preparing to Establish Needs (Carers)February 10, 2025
  3. 18.2.3The Skilled Conversation (Carers)February 10, 2025
  4. 18.2.4Agreeing Needs and Making a Formal Record (Carers)February 8, 2024
  5. 18.2.5Understanding and Applying Eligibility Criteria (Carers)February 10, 2025
  6. 18.2.6Communicating the Outcome and Next Steps (Carers)February 10, 2025

18.3Meeting Needs

  1. 18.3.1Establishing Ordinary ResidenceFebruary 10, 2025
  2. 18.3.2Requesting a Financial AssessmentAugust 12, 2024
  3. 18.3.3Setting an Indicative Planning BudgetFebruary 10, 2025
  4. 18.3.4Support PlanningFebruary 10, 2025
  5. 18.3.5Carers Personal Budget Sign Off ProcessFebruary 10, 2025
  6. 18.3.6Arranging Support and ServicesFebruary 10, 2025
  7. 18.3.7Checking Effectiveness – MonitoringJanuary 31, 2023

18.4Reviewing Support and Services

  1. 18.4.1Legal Requirements of a Support Plan Review and ToolsFebruary 10, 2025
  2. 18.4.2Preparing to Carry out a Support Plan Review (Carers)February 10, 2025
  3. 18.4.3The Full Review Conversation (Carers)February 10, 2025
  4. 18.4.4The Light Touch Review conversation (Carers)February 10, 2025
  5. 18.4.5Deciding the Outcome of a Support Plan Review and Making a Formal Record (Carers)February 10, 2025
  6. 18.4.6Actions following a Support Plan Review (Carers)February 10, 2025
  7. 18.4.7Monitoring Urgent or Interim Support and ServicesAugust 12, 2024
  8. 18.4.8Reviewing a Direct Payment

Last Updated: July 10, 2025

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