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Contents

Quick Links:

1.The Care Act 2014 Resource

2.The Mental Capacity Act 2005 Resource and Practice Toolkit

3.Safeguarding & DoLS

4.Universal Procedures (used by all teams)

5.Specialist Procedures

6.First Response Team

7.Hospital to Home Team

8.Reablement Team

9.Community Occupational Therapy Service

10.Locality Teams

11.Integrated Learning Disability Team

12.ASC Transitions Team

13.Mental Health Teams

14.AMHP Procedure

15.Carers Procedures

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 & DoLS

  1. 3.0.1Safeguarding AdultsNovember 14, 2024
  2. 3.0.2Deprivation of Liberty Safeguards ProcedureNovember 14, 2024
  3. 3.0.3Recognising and Responding to Deprivations of LibertyNovember 14, 2024

4.Universal Procedures (used by all teams)

  1. 4.0.1Equality, Diversity and Human RightsMay 9, 2024
  2. 4.0.2Recording and Keeping RecordsNovember 14, 2024
  3. 4.0.3Providing Information about a Person or CarerNovember 14, 2024
  4. 4.0.4Financial AssessmentMay 9, 2024
  5. 4.0.5Commissioning and Brokerage ProceduresNovember 20, 2023
  6. 4.0.6Direct PaymentsNovember 14, 2024
  7. 4.0.7Technology Enabled Care (including MASCOT Telecare)November 20, 2023
  8. 4.0.8Risk AssessmentNovember 14, 2024
  9. 4.0.9Lone WorkingNovember 20, 2023
  10. 4.0.10Joint WorkNovember 3, 2021
  11. 4.0.11Social Media (use of)May 9, 2024
  12. 4.0.12Storage of Data on Practitioners' Mobile DevicesSeptember 16, 2021
  13. 4.0.13Interpreter and Translation ServicesMay 9, 2024
  14. 4.0.14Death of a Person or CarerNovember 14, 2024

5.Specialist Procedures

  1. 5.0.1Deputyship and Financial AffairsNovember 14, 2024
  2. 5.0.2Debt Respite Scheme (Breathing Spaces) ProcedureNovember 14, 2024
  3. 5.0.3Joint Packages of Health and Social CareNovember 14, 2024
  4. 5.0.4NHS Continuing Healthcare ProcedureNovember 14, 2024
  5. 5.0.5NHS-funded Nursing Care Procedure (FNC)May 9, 2024
  6. 5.0.6End of Life Procedures and Practice GuidanceNovember 14, 2024
  7. 5.0.7Legal ServicesNovember 22, 2021
  8. 5.0.8Ordinary Residence ProcedureNovember 20, 2023
  9. 5.0.9Continuity of Care ArrangementsMay 9, 2024
  10. 5.0.10Cross Border PlacementsMay 9, 2024
  11. 5.0.11Protecting Moveable Property and BelongingsNovember 4, 2021
  12. 5.0.12Service Interruptions and Provider FailureMay 9, 2024
  13. 5.0.13No Recourse to Public Funds (NRPF)November 14, 2024
  14. 5.0.14Prisons and Approved PremisesMay 9, 2024
  15. 5.0.15Acting as an Appropriate AdultNovember 20, 2023

6.First Response Team

6.1Contact and Referral

  1. 6.1.1Receiving a Contact or ReferralMay 9, 2024
  2. 6.1.2Deciding the Outcome of a Contact or Referral (First Response Team)November 14, 2024
  3. 6.1.3Actions and Next Steps (First Response Team)November 14, 2024

6.2Establishing Needs

  1. 6.2.1Introduction, Legal Requirements and ToolsMay 9, 2024
  2. 6.2.2Preparing to Establish NeedsNovember 14, 2024
  3. 6.2.3The Skilled ConversationNovember 14, 2024
  4. 6.2.4Agreeing Needs and Making a Formal RecordNovember 20, 2023
  5. 6.2.5Understanding and Applying Eligibility CriteriaNovember 14, 2024
  6. 6.2.6Communicating the Outcome and Next StepsNovember 20, 2023

6.3Meeting Needs

  1. 6.3.1Establishing Ordinary ResidenceNovember 20, 2023
  2. 6.3.2Requesting a Financial AssessmentMay 9, 2024
  3. 6.3.3Setting an Indicative BudgetNovember 14, 2024
  4. 6.3.4Care and Support PlanningNovember 14, 2024
  5. 6.3.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetNovember 14, 2024
  6. 6.3.6Arranging Support and ServicesNovember 14, 2024

6.4Reviewing Support and Services

  1. 6.4.1Legal Requirements of a Care and Support Plan Review and ToolsNovember 14, 2024
  2. 6.4.2Preparing to Carry out a Care and Support Plan ReviewMay 9, 2024
  3. 6.4.3The Full Review ConversationNovember 14, 2024
  4. 6.4.4The Light Touch Review ConversationNovember 14, 2024
  5. 6.4.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordNovember 14, 2024
  6. 6.4.6Actions Following a Care and Support Plan ReviewNovember 14, 2024
  7. 6.4.7Monitoring Urgent or Interim Support and ServicesMay 9, 2024
  8. 6.4.8Review of a Direct Payment

7.Hospital to Home Team

7.1Contact and Referral

  1. 7.1.1Receiving a Contact or ReferralMay 9, 2024
  2. 7.1.2Deciding the Outcome of a Contact or Referral (Hospital to Home Team)November 14, 2024
  3. 7.1.3Actions and Next Steps (Hospital to Home Team)November 14, 2024

7.2Discharge to Assess

  1. 7.2.1Discharge to Assess (Home First)May 9, 2024
  2. 7.2.2Monitoring Urgent or Interim Support and ServicesMay 9, 2024

7.3Establishing Needs

  1. 7.3.1Introduction, Legal Requirements and ToolsMay 9, 2024
  2. 7.3.2Preparing to Establish NeedsNovember 14, 2024
  3. 7.3.3The Skilled ConversationNovember 14, 2024
  4. 7.3.4Agreeing Needs and Making a Formal RecordNovember 20, 2023
  5. 7.3.5Understanding and Applying Eligibility CriteriaNovember 14, 2024
  6. 7.3.6Communicating the Outcome and Next StepsNovember 20, 2023

7.4Meeting Needs

  1. 7.4.1Establishing Ordinary ResidenceNovember 20, 2023
  2. 7.4.2Requesting a Financial AssessmentMay 9, 2024
  3. 7.4.3Setting an Indicative BudgetNovember 14, 2024
  4. 7.4.4Care and Support PlanningNovember 14, 2024
  5. 7.4.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetNovember 14, 2024
  6. 7.4.6Arranging Support and ServicesNovember 14, 2024

7.5Reviewing Support and Services

  1. 7.5.1Legal Requirements of a Care and Support Plan Review and ToolsNovember 14, 2024
  2. 7.5.2Preparing to Carry out a Care and Support Plan ReviewMay 9, 2024
  3. 7.5.3The Full Review ConversationNovember 14, 2024
  4. 7.5.4The Light Touch Review ConversationNovember 14, 2024
  5. 7.5.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordNovember 14, 2024
  6. 7.5.6Actions Following a Care and Support Plan ReviewNovember 14, 2024
  7. 7.5.7Review a Direct Payment

8.Reablement Team

8.1Contact and Referral

  1. 8.1.1Receiving a Contact or ReferralMay 9, 2024
  2. 8.1.2Deciding the Outcome of a Contact or Referral (Reablement)November 14, 2024
  3. 8.1.3Actions and Next Steps (Reablement)November 14, 2024

8.2Establishing Needs

  1. 8.2.1Introduction, Purpose and Tools (Reablement)May 9, 2024
  2. 8.2.2Preparing to Establish Needs (Reablement)May 9, 2024
  3. 8.2.3The Skilled Conversation (Reablement)November 14, 2024
  4. 8.2.4Agreeing Needs, Making a Formal Record and Next Steps (Reablement)April 12, 2022

8.3Meeting Needs

  1. 8.3.1The Reablement PlanNovember 14, 2024
  2. 8.3.2Arranging the Reablement ServiceNovember 20, 2023

8.4Monitoring and Reviewing Reablement

  1. 8.4.1Monitoring ReablementMay 9, 2024
  2. 8.4.2Monitoring Actions (Reablement)November 20, 2023
  3. 8.4.3The Reablement ReviewNovember 14, 2024
  4. 8.4.4Deciding the Outcome of a Reablement Review and Making a Formal RecordNovember 20, 2023
  5. 8.4.5Actions Following a Reablement ReviewNovember 14, 2024

9.Community Occupational Therapy Service

9.1Contact and Referral

  1. 9.1.1Receiving a Contact or ReferralMay 9, 2024
  2. 9.1.2Deciding the Outcome of a Contact or Referral (Occupational Therapy)November 14, 2024
  3. 9.1.3Actions and Next Steps (Occupational Therapy)November 14, 2024

9.2Establishing Needs

  1. 9.2.1Introduction, Legal Requirements and Tools (Occupational Therapy)May 9, 2024
  2. 9.2.2Preparing to Establish Needs (Occupational Therapy)May 9, 2024
  3. 9.2.3The Skilled Conversation (Occupational Therapy)November 14, 2024
  4. 9.2.4Agreeing Needs, Making a Formal Record and Next Steps (Occupational Therapy)November 14, 2024
  5. 9.2.5Establishing Likely Eligibility for a Disabled Facilities GrantApril 24, 2023
  6. 9.2.6Understanding and Applying Eligibility Criteria (Occupational Therapy)November 14, 2024
  7. 9.2.7Communicating the Outcome and Next Steps (Occupational Therapy)November 14, 2024

9.3Meeting Needs

  1. 9.3.1Establishing Ordinary Residence (Occupational Therapy)September 28, 2021
  2. 9.3.2Requesting a Financial AssessmentMay 9, 2024
  3. 9.3.3Applying for a Disabled Facilities GrantNovember 20, 2023
  4. 9.3.4The Outcome of the Disabled Facilities Grant Application and Next StepsNovember 3, 2021
  5. 9.3.5Providing EquipmentMay 9, 2024
  6. 9.3.6Equipment in a Care HomeNovember 14, 2024
  7. 9.3.7Providing Direct SupportNovember 14, 2024

9.4Monitoring and Review

  1. 9.4.1Monitoring and ReviewNovember 3, 2021

10.Locality Teams

10.1Using these Procedures

  1. 10.1.1Using these Procedures (Locality Teams)November 20, 2023

10.2Contact and Referral

  1. 10.2.1Receiving a Contact or ReferralMay 9, 2024
  2. 10.2.2Deciding the Outcome of a Contact or ReferralNovember 14, 2024
  3. 10.2.3Actions and Next StepsNovember 14, 2024

10.3Establishing Needs

  1. 10.3.1Introduction, Legal Requirements and ToolsMay 9, 2024
  2. 10.3.2Preparing to Establish NeedsNovember 14, 2024
  3. 10.3.3The Skilled ConversationNovember 14, 2024
  4. 10.3.4Agreeing Needs and Making a Formal RecordNovember 20, 2023
  5. 10.3.5Understanding and Applying Eligibility CriteriaNovember 14, 2024
  6. 10.3.6Communicating the Outcome and Next StepsNovember 20, 2023

10.4Meeting Needs

  1. 10.4.1Establishing Ordinary ResidenceNovember 20, 2023
  2. 10.4.2Requesting a Financial AssessmentMay 9, 2024
  3. 10.4.3Setting an Indicative BudgetNovember 14, 2024
  4. 10.4.4Care and Support PlanningNovember 14, 2024
  5. 10.4.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetNovember 14, 2024
  6. 10.4.6Arranging Support and ServicesNovember 14, 2024

10.5Reviewing Support and Services

  1. 10.5.1Legal Requirements of a Care and Support Plan Review and ToolsNovember 14, 2024
  2. 10.5.2Preparing to Carry out a Care and Support Plan ReviewMay 9, 2024
  3. 10.5.3The Full Review ConversationNovember 14, 2024
  4. 10.5.4The Light Touch Review ConversationNovember 14, 2024
  5. 10.5.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordNovember 14, 2024
  6. 10.5.6Actions Following a Care and Support Plan ReviewNovember 14, 2024
  7. 10.5.7Monitoring Urgent or Interim Support and ServicesMay 9, 2024
  8. 10.5.8Review a Direct Payment

11.Integrated Learning Disability Team

11.1Contact and Referral

  1. 11.1.1Receiving a Contact or ReferralMay 9, 2024
  2. 11.1.2Deciding the Outcome of a Contact or ReferralNovember 14, 2024
  3. 11.1.3Actions and Next StepsNovember 14, 2024

11.2Establishing Needs

  1. 11.2.1Introduction, Legal Requirements and ToolsMay 9, 2024
  2. 11.2.2Preparing to Establish NeedsNovember 14, 2024
  3. 11.2.3The Skilled ConversationNovember 14, 2024
  4. 11.2.4Agreeing Needs and Making a Formal RecordNovember 20, 2023
  5. 11.2.5Understanding and Applying Eligibility CriteriaNovember 14, 2024
  6. 11.2.6Communicating the Outcome and Next StepsNovember 20, 2023

11.3Meeting Needs

  1. 11.3.1Establishing Ordinary ResidenceNovember 20, 2023
  2. 11.3.2Requesting a Financial AssessmentMay 9, 2024
  3. 11.3.3Setting an Indicative BudgetNovember 14, 2024
  4. 11.3.4Care and Support PlanningNovember 14, 2024
  5. 11.3.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetNovember 14, 2024
  6. 11.3.6Arranging Support and ServicesNovember 14, 2024

11.4Reviewing Support and Services

  1. 11.4.1Legal Requirements of a Care and Support Plan Review and ToolsNovember 14, 2024
  2. 11.4.2Preparing to Carry out a Care and Support Plan ReviewMay 9, 2024
  3. 11.4.3The Full Review ConversationNovember 14, 2024
  4. 11.4.4The Light Touch Review ConversationNovember 14, 2024
  5. 11.4.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordNovember 14, 2024
  6. 11.4.6Actions Following a Care and Support Plan ReviewNovember 14, 2024
  7. 11.4.7Monitoring Urgent or Interim Support and ServicesMay 9, 2024
  8. 11.4.8Review a Direct Payment

12.ASC Transitions Team

12.1Children’s Procedures

  1. 12.1.1Merton Children’s Services Procedures Manual

12.2Deciding Whether to Start Transition

  1. 12.2.1Deciding Whether to Start TransitionApril 24, 2023
  2. 12.2.2Deciding Whether to Start Carers TransitionNovember 3, 2021
  3. 12.2.3Recording the Decision and Next StepsNovember 3, 2021

12.3Child's Needs Assessment

  1. 12.3.1Introduction, Legal Requirements and Tools (Child's Needs Assessment)May 9, 2024
  2. 12.3.2Preparing to Establish Needs (Child's Needs Assessment)May 9, 2024
  3. 12.3.3The Skilled Conversation (Child's Needs Assessment)November 14, 2024
  4. 12.3.4Agreeing Needs, Making a Formal Record and Next Steps (Child's Needs Assessment)November 20, 2023

12.4Carer's Transition Assessments

  1. 12.4.1Introduction, Legal Requirements and Tools (Carer's Transition)May 9, 2024
  2. 12.4.2Preparing to Establish the Needs of Parent CarersMay 9, 2024
  3. 12.4.3Preparing to Establish the Needs of Young CarersMay 9, 2024
  4. 12.4.4The Skilled Conversation (Parent Carers)September 27, 2021
  5. 12.4.5The Skilled Conversation (Young Carers)November 14, 2024
  6. 12.4.6Agreeing Needs, Making a Formal Record and Next Steps (Carer's Transition)November 14, 2024

12.5Transition Planning and Review

  1. 12.5.1Setting an Indicative Budget (Transition to Adult Care and Support)November 9, 2021
  2. 12.5.2The Transition PlanMay 9, 2024
  3. 12.5.3Reviewing a Transition PlanMay 9, 2024
  4. 12.5.4Reviewing an Education, Health and Care Plan (from 18 years)July 22, 2022

12.6Contacts from Adults

  1. 12.6.1Receiving a ContactNovember 20, 2023
  2. 12.6.2Deciding the Outcome of a ContactNovember 14, 2024
  3. 12.6.3Actions and Next StepsNovember 14, 2024

12.7Establishing Adult Needs

  1. 12.7.1Introduction, Legal Requirements and ToolsMay 9, 2024
  2. 12.7.2Preparing to Establish NeedsNovember 14, 2024
  3. 12.7.3The Skilled ConversationNovember 14, 2024
  4. 12.7.4Agreeing Needs and Making a Formal RecordNovember 20, 2023
  5. 12.7.5Understanding and Applying Eligibility CriteriaNovember 14, 2024
  6. 12.7.6Communicating the Outcome and Next StepsNovember 20, 2023

12.8Care and Support Planning

  1. 12.8.1Requesting a Financial AssessmentMay 9, 2024
  2. 12.8.2Setting an Indicative BudgetNovember 14, 2024
  3. 12.8.3Care and Support PlanningNovember 14, 2024
  4. 12.8.4Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetNovember 14, 2024
  5. 12.8.5Arranging Support and ServicesNovember 14, 2024

12.9Reviewing a Care and Support Plan

  1. 12.9.1Legal Requirements of a Care and Support Plan Review and ToolsNovember 14, 2024
  2. 12.9.2Preparing to Carry out a Care and Support Plan ReviewMay 9, 2024
  3. 12.9.3The Full Review ConversationNovember 14, 2024
  4. 12.9.4The Light Touch Review ConversationNovember 14, 2024
  5. 12.9.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordNovember 14, 2024
  6. 12.9.6Actions Following a Care and Support Plan ReviewNovember 14, 2024
  7. 12.9.7Monitoring Urgent or Interim Support and ServicesMay 9, 2024
  8. 12.9.8Review a Direct Payment

13.Mental Health Teams

13.1Using these Procedures

  1. 13.1.1Using these Procedures (Mental Health Teams)November 20, 2023

13.2Contact and Referral

  1. 13.2.1Deciding the Outcome of a Contact or ReferralNovember 14, 2024
  2. 13.2.2Receiving a Contact or ReferralMay 9, 2024
  3. 13.2.3Actions and Next StepsNovember 14, 2024

13.3Establishing Needs

  1. 13.3.1Introduction, Legal Requirements and ToolsMay 9, 2024
  2. 13.3.2Preparing to Establish NeedsNovember 14, 2024
  3. 13.3.3The Skilled ConversationNovember 14, 2024
  4. 13.3.4Agreeing Needs and Making a Formal RecordNovember 20, 2023
  5. 13.3.5Understanding and Applying Eligibility CriteriaNovember 14, 2024
  6. 13.3.6Communicating the Outcome and Next StepsNovember 20, 2023

13.4Meeting Needs

  1. 13.4.1Establishing Ordinary ResidenceNovember 20, 2023
  2. 13.4.2Requesting a Financial AssessmentMay 9, 2024
  3. 13.4.3Setting an Indicative BudgetNovember 14, 2024
  4. 13.4.4Care and Support PlanningNovember 14, 2024
  5. 13.4.5Signing Off a Care and Support Plan and Agreeing a Final Personal BudgetNovember 14, 2024
  6. 13.4.6Arranging Support and ServicesNovember 14, 2024

13.5Reviewing Support and Services

  1. 13.5.1Legal Requirements of a Care and Support Plan Review and ToolsNovember 14, 2024
  2. 13.5.2Preparing to Carry out a Care and Support Plan ReviewMay 9, 2024
  3. 13.5.3The Full Review ConversationNovember 14, 2024
  4. 13.5.4The Light Touch Review ConversationNovember 14, 2024
  5. 13.5.5Deciding the Outcome of a Care and Support Plan Review and Making a Formal RecordNovember 14, 2024
  6. 13.5.6Actions Following a Care and Support Plan ReviewNovember 14, 2024
  7. 13.5.7Monitoring Urgent or Interim Support and ServicesMay 9, 2024
  8. 13.5.8Review a Direct Payment

13.6Functions under the Mental Health Act

  1. 13.6.1Understanding the Mental Health Act 1983November 14, 2024
  2. 13.6.2Social Circumstances ReportNovember 14, 2024
  3. 13.6.3Section 117 AftercareMay 9, 2024
  4. 13.6.4Community Mental Health FrameworkNovember 20, 2023

14.AMHP Procedure

  1. 14.0.1AMHP ProcedureNovember 3, 2021

15.Carers Procedures

15.1Contact and Referral

  1. 15.1.1Receiving a Contact or ReferralMay 9, 2024
  2. 15.1.2Deciding the Outcome of a Contact or Referral (Carers)November 14, 2024
  3. 15.1.3Actions and Next Steps (Carers)November 14, 2024

15.2Establishing Needs

  1. 15.2.1Introduction, Legal Requirements and Tools (Carers)May 9, 2024
  2. 15.2.2Preparing to Establish Needs (Carers)May 9, 2024
  3. 15.2.3The Skilled Conversation (Carers)November 14, 2024
  4. 15.2.4Agreeing Needs and Making a Formal Record (Carers)April 12, 2022
  5. 15.2.5Understanding and Applying Eligibility Criteria (Carers)November 14, 2024
  6. 15.2.6Communicating the Outcome and Next Steps (Carers)November 20, 2023

15.3Meeting Needs

  1. 15.3.1Establishing Ordinary ResidenceNovember 20, 2023
  2. 15.3.2Requesting a Financial AssessmentMay 9, 2024
  3. 15.3.3Setting an Indicative BudgetNovember 14, 2024
  4. 15.3.4Support PlanningNovember 14, 2024
  5. 15.3.5Signing off a Support Plan and Agreeing a Final Personal BudgetNovember 14, 2024
  6. 15.3.6Arranging Support and ServicesNovember 14, 2024

15.4Reviewing Support and Services

  1. 15.4.1Legal Requirements of a Support Plan Review and ToolsNovember 14, 2024
  2. 15.4.2Preparing to Carry out a Support Plan ReviewMay 9, 2024
  3. 15.4.3The Full Review Conversation (Carers)November 14, 2024
  4. 15.4.4The Light Touch Review Conversation (Carers)November 14, 2024
  5. 15.4.5Deciding the Outcome of a Support Plan Review and Making a Formal RecordNovember 3, 2021
  6. 15.4.6Actions Following a Support Plan ReviewNovember 14, 2024
  7. 15.4.7Monitoring Urgent or Interim Support and ServicesMay 9, 2024
  8. 15.4.8Review a Direct Payment

Last Updated: April 15, 2025

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