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Adult Care Procedures, Practice Guidance and Tools
Local Resource Library
Note: The Local Resource Library is developed and managed locally and not by tri.x. To find out more see: Using this Procedures Site.
01 Quality Practice Standards
02 Safeguarding
Person in a Position of Trust (PiPoT) Protocol - see LSAB resources page
Person in a Position of Trust (PiPoT) Referral Form (internal only)
Adult Safeguarding Concern Form (Word).docx
Adult Safeguarding Concern Form (PDF) .pdf
Adult Safeguarding Process Map.pdf
Hospitals Safeguarding Adults Process.pdf
Police Information Explicit Consent for the Disclosure of Police Information.doc
Police Information Request for Personal Information.doc
Poor Practice Concern Form (internal only)
Poor Practice Flowchart.pdf
Poor Practice Guidance.pdf
Raising Concerns about a Vulnerable Child or Adult at Risk.pdf
Safeguarding Risk Assessment Tool (internal only)
03 Access to Information, Advice and Services
04 Mental Capacity
Adult Care Meeting Invitation Checklist.docx
Best Interests Meeting Agenda (PDF).pdf
Best Interests Meeting Agenda (Word).docx
Best Interests Meeting Guidance v2.pdf
Best Interest Decision Meetings V2.docx
VoiceAbility Referral Map V03.docx
Deprivation of Liberty Briefing (internal only)
VoiceAbility - Lincolnshire
Best Interest Checklist (Word).docx
Best Interest Checklist (PDF).pdf
Best Interests Checklist prior to setting up (Word).docx
Best Interests Checklist prior to setting up (PDF).pdf
Best Interests Meeting Guidance for the Chair.pdf
Best Interests Meeting Minutes (PDF).pdf
Best Interests Meeting Minutes (Word).docx
Consent and Capacity.pdf
Mental Capacity Act 2005 Best Interests.pdf
Mental Capacity Assessment (PDF).pdf
Mental Capacity Assessment (Word Doc).docx
Procedure for arranging a Best Interests Meeting.pdf
05 Assessment
Resource Allocation - Ready Reckoner Approach v1.1 (Jan 24).pdf
Lincolnshire Conversation Practitioner Guide v3.pdf
DDM Risk Tool for Home Visits.docx
DDM Risk Assessment for Home Visits - Things to Consider.docx
Identifying Recording and Reviewing Warnings v2.docx
Lincolnshire Conversation and Needs Assessment.docx
Strengths Based Assessment.docx
Adult Care Supported Self Assessment.docx
Occupational Therapy Self Assessment Form.docx
Risk Assessment and Management Plan.pdf
Risk Rating Quick Guide.pdf
06 Carers
07 Continuing Healthcare
Lincolnshire Personal Health Budget Policy (2024) ICB v5 (internal only)
Continuing Healthcare Consent FAQs v4.0 (internal only)
Continuing Healthcare Consent - Part Two - Scenarios (2022) v1.0 (internal only)
Continuing Healthcare Consent - Part One (2022) v1.0 (internal only)
CHC Emergency Funding Process (internal only)
CHC Periods of Notice (internal only)
Interim Care Provision and Funding Following Withdrawal of CHC Funding (internal only)
CHC Interim Funding on Behalf of the Local Authority (internal only)
CHC Collaborative Working Agreement 210622.docx
Funding Pathway: Acquired Brain Injury, Complex Neurological and Spinal Injury Cases.pdf
NHS-funded nursing care practice guidance, supporting the National Framework, July 2022
National framework for NHS continuing healthcare and NHS-funded nursing care July 2022 (Revised)
Public information leaflet: NHS continuing healthcare and NHS-funded nursing care
Fast Track Pathway Tool for NHS CHC July 2022.odt
NHS CHC Decision Support Tool July 2022.odt
NHS CHC Checklist July 2022.odt
Continuing Healthcare Interagency Disputes Policy.docx
CHC Review Flow Chart (internal only)
CHC Decision Support Tool Example (internal only)
Standard Operating Procedure NHS CHC Checklist v0.5 Jan 2022.doc
Urgent NHS Funded Nursing Care Process.pdf
When does a CCG’s CHC funding responsibility cease for a CHC Care Package? (paper).pdf
08 Providing Support and Personal Budgets
Interim bed or HCS request form (Nov 2023).docm
Amend Personal Budget Request Form - Residential (Oct 2023).docx
Amend Personal Budget Request Form - Non-residential (Oct 2023).docx
Third Party Top Up Agreement.docx
First Party Top Up Agreement.docx
Third Party Top Up Waiver Form (Aug 2023).docx
Service Option Form SOF - Block Bed Blank Form (internal only)
Permanent Residency (Long Term Placement) Request Form (internal only)
Contingency Plan Template.docx
Changes and Breaks in Services Guidance.pdf
Pro Forma for Out of County Placements.doc
PSS Lincolnshire Referral Form.doc
REG Form (internal only)
Supplier Set Up Process.pdf
Transport Referral Form (internal only)
09 Customer Finances
Customer Finance Factsheets
Court of Protection Monitoring Process (internal only)
Court of Protection Monitoring Flowchart (internal only)
Financial considerations regarding Non-Residential Care Sept 2022 v2.docx
Financial considerations regarding Residential Care Sept 2022 v2.docx
Adult Care Charging Policy
Residential Framework Agreement 2022.pdf
Appointee Client Account Policy and Procedure.pdf
Appointee Referral Form.pdf
Court of Protection Authority Applicant.pdf
Court of Protection Private Applicant.pdf
Deferred Payments Agreement Guidance.pdf
FAICT Consent Referral LPFT Form (PDF).pdf
FAICT Consent Referral LPFT Form (Word doc).doc
Financial Resolution Group Cribsheet (internal only)
Financial Resolution Group Information Sheet (internal only)
Financial Resolution Group Referral Form (internal only)
Financial Resolution Group Referral Form – guidance notes (internal only)
Financial Resolution Group Referral Process (internal only)
Financial Resolution Group Terms of Reference (internal only)
Personal Indemnity Form.pdf
Preparation for Financial Assessment Checklist.pdf
Protection of Property Appendix A – Consent form.doc
Protection of Property Appendix B – Risk Assessment.doc
Protection of Property Appendix C – Inventory form.doc
Protection of Property Appendix D – Checklist for Securing Property.doc
Protection of Property Appendix F – Estates Referral Guidelines for Local Authorities and Hospitals.pdf
Protection of Property Guidance.pdf
Referral to DWP Visiting Form.doc
10 Direct Payments
Virtual Wallet Welcome Pack - Social Care (PDF).pdf
Virtual Wallet Quick Reference Guide (PDF).pdf
Virtual Wallet Flyer (PDF).pdf
Explaining Virtual Wallet - Professionals Guidance (internal only)
Direct Payments - Brokerage Support.pdf
Know Your Customer Process.pdf
Direct Payments Policy
Direct Payments Procedure (internal only)
Direct Payments Guidance (internal only)
Customer information – Changing to a Prepaid Card.pdf
Deceased Audit (internal only)
Direct Payments Bank Details Form (Word).docx
Direct Payments Bank Details Form (PDF).pdf
Direct Payments Employee Timesheet (PDF).pdf
Direct Payments Employee Timesheet (Excel).xls
Direct Payments Prepaid Card Factsheet.pdf
Direct Payments Prepaid Card Guidance.pdf
Direct Payments Suspension Checklist (internal only)
Direct Payments Terms and Conditions – Customer Only.pdf
Direct Payments Terms and Conditions – Customer with Authorised Person.pdf
Direct Payments Terms and Conditions – Customer with Nominee.pdf
Direct Payments Terms and Conditions – Parent – Parental.pdf
Final Audit – Not deceased (internal only)
Internal Process.pdf
Loss of Capacity Final Audit (internal only)
Ongoing Audit Set Up From New (internal only)
Redeeming Funds and Returning Funds (internal only)
Redeeming Funds and Returning Funds Deceased (internal only)
11 Service Specific Procedures
Section 117 Mental Health
Joint Policy Procedures and Guidance - Appendices
Appendix A - s117 Case List Reconciliation procedure notes.pdf
Appendix B - Information Sharing Agreement.pdf
Appendix C - S117 Joint Aftercare Assessment.docx
Appendix C - S117 Joint Aftercare Assessment Guidance.docx
Appendix D - Statutory services and prescription charges.pdf
Appendix E - S117 Aftercare planning and review.docx
Appendix E - S117 Aftercare care support and review plan Guidance Notes.docx
Appendix F - Dispute Resolution Policy.docx
Appendix G - Section 117 aftercare leaflet for LD.pdf
Appendix H - Data and Consent.docx
Appendix I - PHB Guidance.docx
Appendix I - Direct Payments Policy June 2022.pdf
Appendix J - Template letter for ending S117 aftercare.docx
Appendix K - S117 Aftercare explained (Easy Read).docx
Appendix L - Joint Agency S117 Aftercare working age QA Group ToR.docx
Appendix M - Joint Agency S117 Aftercare over 65 QA Group ToR.docx
Appendix N - Transforming Care Complex Case Decision Tree Flowchart.docx
Appendix O - Integrated Care Board Map.docx
Appendix P - Joint Agency S117 Aftercare LD QA Group ToR.docx
Appendix Q - Joint Agency S117 Aftercare Policy.docx
Appendix R - COP and DoLS.docx
Appendix R - What are liberty protection safeguards.pdf
S117 Joint Policy - Procedures and Guidance v2 October 2022.docx
S117 Aftercare Assessment Guidance.docx
S117 Care Support and Review Plan Guidance Notes.docx
S117 Joint Policy v2 October 2022.docx
S117 Lincolnshire Joint assessment with guidance v1 July 2022.docx
S117 Needs Care Plan review paperwork v1 July 2022.docx
Memory Support Service Referral Form v3.docx
Telecare repairs process map.pdf
Telecare equipment booklet 2020.pdf
Inappropriate Discharge Form Hospital updated 121123 (internal only)
Rough Sleeping and Duty to Refer contacts (internal only)
Lincolnshire Duty to Refer Protocol (internal only)
Shared Lives 2. Essential Staff Guidance v2 (internal only)
Family Group Conference v1.docx
Dementia Support Service v1.docx
Frailty and the Lincolnshire Frailty Pathway v2.docx
S75 LPFT social care referral form.doc
Loss of Provider Process.xlsx
Guardianship Policy.docx
MOU for Delivery of Social Care for Prisoners under the Care Act 2014 (internal only)
Shared Lives Referral Form.pdf
Accessing Lincolnshire Community Health Services – Transitional Care.pdf
Behaviour Record (internal only)
Carer Letter for DST Evidence (internal only)
Disposal and Decommissioning Equipment.pdf
Evidence Letter for Reassessment (internal only)
Extra Care Housing – Factsheet.doc
Extra Care Housing – Flowchart.pdf
ECH Principles.doc
Health Liaison Nurse Referral (internal only)
HM5 Hospital Managers Social Circumstances Report (internal only)
ICES FAQs.pdf
ICES Trusted Assessor Operational Procedures.pdf
Joint Transitions Protocol for People aged 65 and Over with Mental Health Needs.pdf
Learning Disabilities Service Referral Form.docx
Learning Disabilities Service Referral Guidance.pdf
LPFT Transforming Care Team Referral Form (internal only)
MHRT3 Social Circumstances Report (internal only)
Minimum Standards and Evidence Requirements (Word).doc
Minimum Standards and Evidence Requirements (PDF).pdf
Provider Letter for DST Evidence (internal only)
Psychology Supporting Information (Word).doc
Psychology Supporting Information (PDF).pdf
Residential CFC (internal only)
Residential CFC Example (internal only)
Shared Lives 1. Referral Process.pdf
Sensory Referral Form (PDF).pdf
Sensory Referral Form (Word).docx
Supported Living CFC (internal only)
Supported Living CFC Example (internal only)
Transitional Care Pathways.pdf
12 Local Guidance and Information
Continuing Professional Development v1.docx
Supervision and Appraisal v2.docx
Supervision Policy v3.pdf
Day Care Services Catalogue (internal only)
Supervision Record Combined Appraisal (2023).docx
Easy Read Quick Start Guide.pdf
Practitioners Guide to Supporting People with Communication Needs v2.pdf
Means Reason and Opportunities Model.pptx
Learning Disabilities Professionals Brochure.pdf
Strength Based Workshops.pptx
Legal Instruction Form (word version)
Legal Instruction Form (internal only)
Adult Care Recording Guidance.pdf
Adult Care Strengths based Assessment – knowledge and skills guide.pdf
Career Progression and ASYE Policy.pdf
Career Progression Appendix 1 – Practitioner.docx
Career Progression Appendix 2 – Line Manager.docx
Commissioning Out of Area Care and Support Services.pdf
CPD Reflective Log.docx
Legislation Revoked by the Care Act.pdf
Lone Working and Transporting People Risk Assessment Guidance.pdf
Lone Working and Transporting People Risk Assessment Sample.pdf
Practice Observation (Word).docx
Practice Observation (PDF).pdf
Supervision Agenda.pdf
Supervision Agreement (Word).docx
Supervision Log.pdf
13 Leaflets, Booklets and Customer Information
14 Practice Resources: Research in Practice (RiP)
Assessment and Eligibility
Assistive Technology and Telecare
Care and Support Planning & Outcomes
Carers
Responding to the voice of older carers – building on what works: Practice Tool (2019)
Social work practice with carers – open access resources
What rights do carers have to an assessment of their needs? Brief Guide (2016)
Young carers and their families – Confident assessment practice: Practice Tool (2016)
Working with young carers- a ‘whole family’ approach to assessment – webinar (2015)
Co-production and the lived experience
Live experience in practice event – slides
A lived experience perspective on adult social care practice: Audio Learning Resource (2021)
Community development work: The approach in Cornwall Council – podcast (2020) (Children’s resource)
Co-production and strengths-based practice: Leaders’ Briefing (2020)
Working together, learning together: A lived experience guide to co-production (2021)
Community capacity and co-production – building a shared future: Leaders’ Forum (2020)
Working together: community assets and co-production –online learning package
Continuing Professional Development (CPD)
Decision Making
Dementia
Deprivation of Liberty
End of Life and Unexpected Deaths
Family Group Conferencing
Housing
Integrated Working & Systems
Learning Disability Services
Supporting people with learning disabilities to have positive sexual relationships –webinar (2019)
Supporting parents who have learning disabilities: Strategic Briefing (2018)
Working with complexity: Evidence Review (2018)
Supporting adults with learning disabilities to have positive sexual relationships: Briefing (2017)
Effective systems to support people with learning disabilities: Strategic Briefing (2017)
Mental Capacity
Mental Health
Mental health law: Risks, rights and responsibilities – webinar (2019)
Developing effective and person-centred mental health support for Deaf and hard of hearing people
Trauma informed practice – audio resource (2021)
Section 117 aftercare services and the Mental Health Act 1983: Practice Guide (2020)
Person-centred approaches to adult mental health: Frontline Briefing (2018)
Person-centred approaches to adult mental health
Loneliness and social connection: Good practice now and in the future – webinar (2020)
Mental Health Act assessments: Brief Guide (2018)
Sexual exploitation and mental health: Frontline Briefing (2018)
NHS Continuing Healthcare
Occupational Therapy
Older Adults
Ordinary Residence
Personalisation
Practitioner Wellbeing and Resilience
Reablement and Enablement
Recording Guidance
Risk and Risk Assessment
Safeguarding Adults
Developing effective Safeguarding Adult Review learning events: Practice Tool (2021)
Working with people who self-neglect: Practice Tool (2020)
Working with people who have hoarding disorders and those who self-neglect: Learning package
Financial abuse: Brief Guide (2020)
Appreciative Inquiry in Safeguarding Adults: Practice Tool (2015)
Making Safeguarding Personal – Outcomes Framework and Toolkit
Introducing tools and resources to support Making Safeguarding Personal Practice: webinar (2021)
Professional curiosity in safeguarding adults: Strategic Briefing (2020)
Human rights principles in practice: Webinar (2020)
Safeguarding Children
Safeguarding children and young people from exploitation – Podcast
Risks, Resilience and Relationships: Safeguarding adolescents into adulthood – video
Safeguarding and exploitation – complex, contextual and holistic approaches: Briefing (2019)
Understanding and responding to different forms of exploitation of children and adolescents Webinar
Strengths Based Working
Strengths-based working – learning package
Embedding strengths-based working – webinar (2018)
Developing strengths-based working: Strategic Briefing (2019)
Strengths-based conversations: Supporting good practice – webinar (2018)
Strengths-based practice: Digital meetings (2021)
Strengths-based-practice: Film (2020)
Strengths-based practice: Brief Guide (2020)
Strengths-based conversations: Skills for effective communication – podcast (2019)
Supervision
Exploring power and difference in adult social care- webinar (2020)
Reflective supervision learning package
Supervisor Development Programme learning resources (2020)
Practice supervisors: Resilience in COVID-19 webinar (2020)
Virtual supervision: A supervisor’s perspective podcast (2020)
Leading with compassion: Supervisors’ Briefing (2019)
Supervision: Brief Guide (2019)
Wellbeing supervision: Supervisors Briefing (2019)
Critically reflective practice: Making sense of uncertainty webinar (2019)
Supervision: Change Project
Transitional Safeguarding
Transitional Safeguarding – online learning package
Bridging the Gap: transitional safeguarding and the role of social work with adults (2021)
County lines and criminal exploitation – what, why and what does it look like? (2019)
Transitional safeguarding – adolescence to adulthood: Strategic Briefing (2018)
Criminal exploitation: County lines and the impact on adults – webinar (2018)
15 Useful Resources and Links
Connect to Support Lincolnshire
Adult Social Care (LCC website)
Lincolnshire Care Services Directory
Wellbeing Lincs
NHS
Research in Practice
Social Care Institute for Excellence (SCIE)
Think Local Act Personal
British Association of Social Workers (BASW)
Royal College of Occupational Therapists (RCOT)
Nursing and Midwifery Council (NMC)
Government Services and Information
Health and Safety Executive (HSE)
Medicines and Healthcare Products Regulatory Agency (MHRA)
National Association for Safety and Health in Care Services (NASHiCS)
Public Health England (PHE)
Royal Society for the Prevention of Accidents (RoSPA)
16 Lincs2Learn
17 Employment Policies
18 Strategy, Performance, Quality & Accountability
19 Occupational Therapy Resources
Moving and Handling
Safe Use of Bed Rails in the Community (Nov 23)
Principles for safe moving and handling.docx
Moving and Handling Risk Assessment.docx
Moving and Handling Legislation.docx
Guidance for Moving and Handling Reviews_Sept 2022.docx
Equipment - safe use and maintenance.docx
Basic Principles of Back Care.docx
Assisting and moving - competency self assessment form_Feb 2021.docx
Embracing Risk - Enabling Choice (RCOT)
Moving and Handling (RCOT)
Moving and Handling of People Policy
Legal framework and brief legislation guidance
POEL29A Back Care for Employees Engaged in the Moving and Handling of People
LCC Safe Moving and Handling of People, Policy Summary
Moving and Handling of People, Risk Assessment Guidance and Assessments
Moving and Handling Assessment for Pools
Hoist Information Pack and Moving and Handling Assessments
Community Accident Incident Report Form
Fallen Person Protocol
Falling Person Protocol
Bariatric Protocol
Wheelchair Guidance and Safety Check
Training Courses Outline Index
Management Review following a Moving and Handling Accident / Injury
HSE Information Sheet – How the LOLER apply to Health and Social Care
20 LSAB
LSAB Annual Report 2022 - 2023.pdf
Accessible Version LSAB Procedures Sept 2023.pdf
Accessible Version LSAB Policy Sept 2023 (PDF).pdf
Joint Professional Resolution and Escalation Protocol v3.0 July 2023 (PDF).pdf
PiPoT Protocol v20 July 2023 (PDF).pdf
Adult Safeguarding Concern Form June 2023.docx
Professional Curiosity Resource Pack 2022 v2.pdf
LSAB Strategic Plan 2022 - 2025 v2 (PDF).pdf
Self-Neglect Protocol (PDF).pdf
Quality Incident Form (QIF).docx
LSAB Policy and Procedures (PDF).pdf
H3 Hoarding Notification Form (PDF).pdf
H2 Guidance for Frontline Staff Booklet (PDF).pdf
H1 Lincolnshire Multi Agency Hoarding Protocol (PDF).pdf
