Centre for Policy on Ageing - Single Assessment Process (SAP)

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Single Assessment Process - training materials -

guidance

The following listing is subject to ongoing review and revision...

ADSS (Association of Directors of Social Services)
Safeguarding Adults A National Framework of Standards for good practice and outcomes in adult protection work [author: ADSS- led national "Safeguarding Adults" network] (October 2005)
This document collects best practice and aspirations together into a set of good practice standards - which is intended to be used as an audit tool and guide by all those implementing adult protectionwork. Included are some examples of good practice from around the country and further examples are detailed in recent publications by the Practitioner Alliance against abuse of Vulnerable Adults (PAVA). This document is a multi-agency task, and contributions reflect the support from partner organisations. The document cites the relevant legal statutes, includes a glossary, references and publications and useful websites. 64 pp document.
Contact Details: Sue Fiennes, ADSS Lead/Chair Tel: | Fax:
E–mail: |
Web links: http://www.adss.org.uk/publications/guidance/safeguarding.pdf |
Target group: | Type / Format: guidance; tool
Availability / Price: download | ISBN/ISSN:
Notes:

Alzheimer's Society
The Mini Mental State Examination (MMSE) - a guide for people with dementia and their carers Information sheet 436 (2003)
A4 2 pages.
Contact Details: Jenny Hogarth, Admin Assistant, Gordon House, 10 Greencoat Place, London SW1P 1PH Tel: +44 (0)20 7306 0606 | Fax: +44 (0)20 7306 0808
E–mail: info@alzheimers.org.uk |
Web links: http://www.alzheimers.org.uk |
Target group: practitioners; client groups | Type / Format: guidance
Availability / Price: 50p each. | ISBN/ISSN:
Notes: One of a series of information sheets on dementia which can be purchased singly or in bulk at a discounted price.

Bedford Hosptail NHS Trust
The Single Assessment Process in Bedfordshire and Luton multi agency training (March 2003)
The aims of the training are: to understand the Single Assessment Process and Single Assessment paperwork; and to understand how this process will fit in with current practice in Bedfordshire and Luton. This material comprises material for trainers and participants at the Stages 1 and 2 training sesions. Stage 1 introduces the Single Assessment, the types of assessment, and the issues of consent and sharing information. Stage 2 comprises practical exercises on applying Single Assessment to daily work. Examples of forms are included.
Contact Details: Jenny McAteer, Operational Lead, SAP, Bedfordshire Social Services Adult Team, Bedford Hospital NHS Trust, Kempston Road Bedford MK42 9DJ. Tel: +44 (0)1234 355122 | Fax: +44 (0)1234 792017
E–mail: jenny.mcateer@bedscc.gov.uk |
Web links: |
Target group: LA/HA | Type / Format: guidance
Availability / Price: | ISBN/ISSN:
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Bedfordshire and Luton (Bedfordshire County Council, Luton Borough Council)
Overview assessment form (2003)
4 pages.
Contact Details: Sue Bird, Operational Lead on SAP, Luton Borough Council, Housing and Social Services Dept, Community Care Duty Team, Clemitson House, 14 Upper George Street, Luton LU1 2RP Tel: +44 (0)1582 470900 Sue Bird +44 (0) 1582 547659/547660 (switchboard) | Fax:
E–mail: BirdS@luton.gov.uk |
Web links: http://www.bedfordshire.gov.uk/Bedfordshire/staticpages.nsf/Web/staticpages/nsocialserv_sing |
Target group: LA/HA | Type / Format: assessment tool; guidance
Availability / Price: upon request | ISBN/ISSN:
Notes:

Bedfordshire and Luton (Bedfordshire County Council, Luton Borough Council)
Single Assessment Process guidance leaflet (DRAFT) (2003)
3 pages of proposed Luton BC SAP guidance leaflet for client group. Includes 'What is SAP' and 'What is a Personal Held Record'.
View leaflet
Contact Details: Sue Bird, Operational Lead on SAP, Luton Borough Council, Housing and Social Services Dept, Community Care Duty Team, Clemitson House, 14 Upper George Street, Luton LU1 2RP Tel: +44 (0)1582 470900 Sue Bird +44 (0) 1582 547659/547660 (switchboard) | Fax:
E–mail: BirdS@luton.gov.uk |
Web links: http://www.bedfordshire.gov.uk/Bedfordshire/staticpages.nsf/Web/staticpages/nsocialserv_sing |
Target group: practitioners; client group | Type / Format: protocol; guidance; strategy; publicity materials
Availability / Price: upon request | ISBN/ISSN:
Notes:

Borough of Telford and Wrekin,
Guidelines on single assessment documentation for Telford and Wrekin (2004)
1 page.
View guidelines
Contact Details: Kim Baker, SAP Project Manager Darby House, Lawn Central, Telford TF2 0DJ Tel: +44 (0)1952 202820 | Fax:
E–mail: kim.baker@telford.gov.uk |
Web links: |
Target group: LA/HA | Type / Format: guidance
Availability / Price: | ISBN/ISSN:
Notes:

Borough of Telford and Wrekin,
The National Service Framework for Older People, Standard 2: Person Centred Care, proposes that the Single Assessment Process means "far less duplication and worry" for the older person, is this reflected in practice? [summary report] [author: Kim Baker] (September 2004)
This summary report is of a study conducted as part of an MA at Keele University; it is in two stages. Stage one consists of a literature review that raises issues concerning the implementation of SAP using evidence from previous research on assessments for older people. (The literature review does not accompany this summary but is available in the full report from the author). Stage two consists of a research project which involved interviewing older people; exploring the experience of older people assessed using the new process and collating views from professionals via a questionnaire. The Table of Contents are:
Abstract
Introduction
1.1 The policy context
1.2 The setting : Telford and Wrekin
1.3 The implementation of SAP in Telford and Wrekin
Research Findings
2.1 A person centred approach?
2.2 Duplication
2.3 A need for time
2.4 The need to talk
2.5 The need for support
2.6 Summary 3.2 Further research recommendations
3.3 Practice and policy implications

View research report
Contact Details: Kim Baker, SAP Project Manager, Darby House, Lawn Central, Telford TF3 4JA Tel: +44 (0)1952 202846 +44 (0)1952 202820 (messages) | Fax:
E–mail: kim.baker@telford.gov.uk |
Web links: |
Target group: LA/HA | Type / Format: guidance; strategy
Availability / Price: pdf | ISBN/ISSN:
Notes:

British Medical Association; NHS Connecting for Health
Joint guidance on protecting electronic patient information (April 2008)
This joint guidance (4pp) is intended to signpost key guidance concerning responsibilities for protecting patient information. Personal, organisational, NHS Connecting for Health and NHS responsibilities are outlined, with links to relevant website for full documentation for codes of practice and guidelines.
Contact Details: Tel: | Fax:
E–mail: |
Web links: http://www.bma.org.uk/ap.nsf/Content/protectinginfo |
Target group: NHS staff | Type / Format: guidance
Availability / Price: | ISBN/ISSN:
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Camden PCT
Guidelines for Information-Sharing and Consent Signing with the Single Assessment Process: Camden [author: Jane Taubman] [Draft 1: Sept 04]
Information sharing guidelines for Camden practitioners to be used in conjunction with the Guidelines for FACE use. Includes instructions for writing, keeping and sending records.
View guidelines
Contact Details: Jane Taubman REACH Link/SAP implementation, Camden REACH Team, Bloomsbury Building, St Pancras Hospital, London NW1 OPE Tel: 020 7530 3584 Mob: 0788 799 4217 | Fax:
E–mail: jane.taubman@camdenpct.nhs.uk |
Web links: http://www.camdenpct.nhs.uk/ |
Target group: | Type / Format: guidance
Availability / Price: | ISBN/ISSN:
Notes: Camden is using FACE as paper based assessment tool.

Camden PCT
Guidelines for using FACE assessment forms: Camden [author: Jane Taubman] [Draft 1: Sept 04]
Explains clearly which FACE forms should be used for different assessment levels. When choosing which forms to use, practitioners should first consider that the depth of assessment should be in proportion to the needs identified. This means the documents can be used in a flexible variety of orders, though the Background is the basic minimum.
View document
Contact Details: Jane Taubman REACH Link/SAP implementation, Camden REACH Team, Bloomsbury Building, St Pancras Hospital, London NW1 OPE Tel: 020 7530 3584 Mob: 0788 799 4217 | Fax:
E–mail: jane.taubman@camdenpct.nhs.uk |
Web links: http://www.camdenpct.nhs.uk/ |
Target group: | Type / Format: guidance; assessment tool
Availability / Price: | ISBN/ISSN:
Notes: Camden is using FACE as paper based assessment tool.

Cancer Action Team, Department of Palliative Care, St Thomas' Hospital; King's College London
Holistic common assessment of supportive and palliative care needs for adults with cancer assessment guidance [authors: Alison Richardson, Peter Tebbit, Vivienne Brown, John Sitzia] (January 2007)
This guidance (21 pp) has been prepared in response to Key Recommendation 2 in "Guidance on cancer services: improving supportive and palliative care for adults with Cancer: the manual" (National Institute for Clinical Excellence, NICE, 2004). The guidance is for practitioners and managers providing or co-ordinating care of adults with cancer, to enable a unified approach to the assessment and recording of patients' needs. It is designed for healthcare teams to employ as a benchmark against which current local processes of assessment can be appraised. This document sets out the main features of the holistic assessment and provides the core content of the assessment. The assessment comprises five domains: background information and assessment preferences; physical needs; social and occupational needs; psychological well-being; and spiritual well-being.
Contact Details: Justine Palin, Cancer Action Team, Department of Palliative Care, St Thomas' Hospital, Lambeth Palace Road, London SE1 7EH. Tel: 020 7188 4728 | Fax: 020 7188 4727
E–mail: justine.palin@gsh.nhs.uk |
Web links: |
Target group: palliative care managers/practitioners | Type / Format: guidance
Availability / Price: Also available on the Department of Health website at www.dh.gov.uk/cancer | ISBN/ISSN:
Notes:

Cancer Action Team, Department of Palliative Care, St Thomas' Hospital; King's College London
Holistic common assessment of supportive and palliative care needs for adults with cancer report to the National Cancer Action Team [authors: Alison Richardson, Peter Tebbit, Vivienne Brown, John Sitzia] (January 2007)
The National Institute for Clinical Excellence (NICE) publication "Guidance on cancer services: improving supportive and palliative care for adults with Cancer: the manual" identified barriers in service provision for patients and carers. This report (38 pp) describes the methods used to develop and test a national specification for the assessment process in supportive and palliative care, and presents the underlying philosophy and principles on which it is based. It also sets out the framework employed to develop the detailed guidance for healthcare teams. Annex 1 notes the interface with current and future policy initiatives: the Integrated Cancer Care Programme; Skills for Health; Connecting for Health (including the Do Once and Share programme, DOAS); the Common Assessment Framework (CAF, building on the Single Assessment Process, SAP); and the End of Life Care Initiative. Annex 4 outlines the methods used to develop item content for domains of need, and lists tools identified in the original scoping exercise.
Contact Details: Justine Palin, Cancer Action Team, Department of Palliative Care, St Thomas' Hospital, Lambeth Palace Road, London SE1 7EH. Tel: 020 7188 4728 | Fax: 020 7188 4727
E–mail: justine.palin@gsh.nhs.uk |
Web links: |
Target group: palliative care managers/practitioners | Type / Format: guidance
Availability / Price: Also available on the Department of Health website at www.dh.gov.uk/cancer | ISBN/ISSN:
Notes:

Commission for Healthcare Audit and Inspection (CHAI)
Code of practice on confidential personal information [author: Healthcare Commission] (January 2005)
The purpose of this Code is to promote understanding of the Commission's obligations and practices and to provide reassurance about their use of personal information necessary to enable them to carry out their work. As such, it is an example of good practice in sharing confidential personal information. 45 pages.
Contact Details: 103-105 Bunhill Row, London, EC1Y 8TG Tel: +44 (0)20 7448 9200 | Fax: +44 (0)20 7448 9222
E–mail: |
Web links: http://www.healthcarecommission.org.uk |
Target group: LA/HA | Type / Format: guidance; policy
Availability / Price: FOC download | ISBN/ISSN: 1845620097
Notes:

Commission for Social Care Inspection (CSCI)
Code of Practice in Relation to Confidential Information [author: Commission for Social Care Inspection] (2004)
Code (10 pp) plus two Appendices (9 pp) drafted as required under Section 141 of the Health and Social Care (Community Health and Standards) Act 2003. The Code will be reviewed annually and the next scheduled review is due in October 2005.
Contact Details: 33 Greycoat Street , London, SW1P 2QF Tel: +44 (0) 20 7979 2000 | Fax: +44 (0) 20 7979 2111
E–mail: |
Web links: http://www.csci.org.uk |
Target group: | Type / Format: policy; guidance;
Availability / Price: http://www.csci.org.uk/about_csci/data_protection/cop_confidential_info.pdf | ISBN/ISSN:
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Cornwall County Council/Cornwall Partnership NHS Trust
A shared care pathway for people with dementia [in Cornwall and the Isles of Scilly] [author: Cornwall County Council/Cornwall Partnership NHS Trust] [2004]
This shared care pathway is a step-by-step, multidisciplinary, multi-agency, planned approach to care delivery for people with dementia. It stresses a needs-led person-centred approach and the requirement for ongoing objective assessments. It is intended that the pathway will form a central part of training programmes for delivering health and social care.
The pathway is made up of a number of elements with their guidance notes: aid to recognition; meeting the needs of carers; managing behaviour that challenges; moving from one environment to another; management of cognitive enhancing medication; discharge pathway from acute hospital care. A range of appendices provide more detailed practice guidance. It is designed to be a dynamic, continuously developing document, responding to changes in evidence and experience. Comments regarding the content and usefulness of the pathway are invited, and a feedback form is included in the document.
Contact Details: Mike Langshaw, Social Services HQ, County Hall, Treyew Road, Truro TR1 3AY. Tel: +44(0)1872 323658 | Fax: +44(0)1872 323817
E–mail: mlangshaw@cornwall.gov.uk |
Web links: http://www.cornwall.gov.uk/social/default.htm | http://www.cornwall.nhs.uk/cornwall_partnership_trust/
Target group: | Type / Format: guidance
Availability / Price: Available on request | ISBN/ISSN:
Notes: Produced with the aid of Health Action Zone funding by the Cornwall and Isles of Scilly health and social care communities.

Cumbria County Council; Morecambe Bay Primary Care Trust
Single assessment guidelines [for the] Single Assessment Process (SAP) [author: Julian Legat] (March 2004)
These guidelines (24 pp) are for health and social services staff in South Cumbria. They have been jointly developed by Cumbria County Council and Morecambe Bay Primary Care Trust via a joint SAP Guidance Task Group. The guidelines include: a description of the single assessment and how people will benefit from it; a set of shared values and principles that staff should adopt; flowcharts describing the single assesment process (SAP); a description of arrangements for information sharing; a glossary of terms used; and an appendix giving examples of how different agencies are adopting the process.
Contact Details: Tel: | Fax:
E–mail: |
Web links: http://www.cumbria.gov.uk/elibrary/view.asp?ID=4077 | http://www.cumbria.gov.uk/elibrary/view.asp?ID=4418
Target group: health and social services staff | Type / Format: guidance; glossary
Availability / Price: Available as downloads: Web Link1, 24 pp; Web Link 2, A5 size handbook (using colour). | ISBN/ISSN:
Notes:

Darlington Social Services Department
Assorted documents to support the Single Assessment Process April 2005
A collection of 15 documents in support of the Single Assessment Process in Darlington including an information sharing protocol, person held record content sheet, 2 day training programme, pre-training planning day, facilitator's timetable, buddy list, flow chart, GP practice referral form, learning and development framework, summary care plan, care plan reassessment, summary of need, contact assessment and overview assessment form and guidance,
Information sharing protocol | contents of person held record | training programme | pre-training planning | facilitator's timetable | buddy list | flow chart | GP referral form | learning and development framework | summary care plan | care plan reassessment | summary of need | overview assessment | overview assessment guidance
Contact Details: Lynn Walker, Social Services SAP lead, Darlington Social Services Department, Central House, Gladstone Street, Darlington, DL3 6JX Tel: +44 (0)1325 346258 | Fax:
E–mail: lynn.walker@darlington.gov.uk | win.suggett@darlingtonpct.nhs.uk
Web links: http://gold.darlington.org.uk/Default.htm |
Target group: LA | Type / Format: assessment; guidance; care plan
Availability / Price: | ISBN/ISSN:
Notes: Other contact: Win Suggett is SAP Lead, Darlington PCT, tel 01325 746237
See also Good Practice listing.

Department of Health
A new ambition for old age next steps in implementing the National Service Framework for Older People: resource document [author: Ian Philp] (20 April 2006)
This resource document (62 pp) from Professor Ian Philp, National Director for Older People, Department of Health sets out the priorities for the next phase of reform under three themes: Dignity in Care, Joined-Up Care and Healthy Ageing. It consists of ten programmes driven nationally and covers the second half of the 10 year National Service Framework for Older People. Programme 8 - Care records (p17) - covers implementation of the Single Assessment Process (SAP). It notes that there has been extensive engagement of health and social care practitioners and managers who have agreed local solutions to meeting SAP requirements. It refers to the White Paper, "Our health, our care, our say" (Cm 6737; TSO, 2006), which states that a Common Assessment Framework will be developed as a needs assessment for all adults with long-term conditions. Its aims are:
to simplify and extend the SAP approach to all adults with long-term conditions;
to fit SAP implementation into the wider work across local and national government in developing personalised and integrated record systems;
and to ensure that comprehensive assessment is undertaken prior to long-term or residential nursing home care.
This document includes the text of the related report (same title, 24 pp), augmented, and with Appendices and Annexes. It outlines the contents of previous reports relating to the NSF; and refers to examples of work on implementing the NSF in some localities.
Contact Details: DH Publications Orderline, PO Box 777, London SE1 6XH. Tel: 0870 155 54 55 | Fax: 01623 724524
E–mail: dh@prolog.uk.com |
Web links: http://www.dh.gov.uk/assetRoot/04/13/39/91/04133991.pdf |
Target group: SAP leads | Type / Format: policy; strategy; guidance
Availability / Price: As download, or as printed item, FOC, quoting Gateway Ref 5601, from the above address. | ISBN/ISSN:
Notes: Other contact: Prof Ian Philp's Office, Department of Health, Room 155, Richmond House, 79 Whitehall, London SW1A 2NL. Tel 020 7210 5916

Department of Health
Assessment tools and accreditation (21 July 2004)
In 2003, the Department of Health established an accreditation process for off-the-shelf assessment tools that have been developed by independent bodies for national use in overview assessment of older people's needs under the Single Assessment Process (SAP). An independent Accreditation Panel evaluated tools against a set of criteria, as listed in this document. Following the last meeting of the Panel on 7July 2004, six tools have now achieved full accreditation: CAT Electronic Version; EASYcare Version 2004; FACE for Older People V.3; MDS Home Care Version 2.3; NOAT; and STEP. Tools that applied for accreditation but were unsuccessful were: CANE - the Camberwell Assessment of Needs for the Elderly; CAT Paper Version; MANCAS - the Manchester Care Assessment Schedule; and SAT - the Suffolk Assessment Tool.
While PCTs, Care Trusts and SSDs can be confident in opting to use any of the accredited tools, this document reminds localities that other approaches to SAP overview assessment are legitimate, and that they may wish to develop their own assessment tools for local use, using the January 2002 guidance (HSC 2002/001; LAC(2002)1) as a framework, or use a "checklist" approach ensuring that all domains of the SAP guidance are covered during an overview assessment.
View document
Contact Details: Judy.McCallum, Finance and Office Manager, Department of Health, Health and Social Care Change Agent Team, Wellington House, Room LG33, 135-155 Waterloo Road, London SE1 8UG. Tel: 020 7972 1330 | Fax: 020 7972 4349
E–mail: Judy.McCallum@dh.gsi.gov.uk | change_agent_team@doh.gsi.gov.uk
Web links: |
Target group: PCTs/SSDs | Type / Format: guidance; assessment tool
Availability / Price: | ISBN/ISSN:
Notes:

Department of Health
Care management for older people with serious mental health problems
This document (3 pp) relates to the Care Programme approach (CPA), which should be applied to older people with severe mental illness due to schizophrenia or other psychoses. The assessment of their needs should be based on the Single Assessment Process (SAP) for older people. SAP, plus critical aspects of CPA, should be applied to other older people with severe functional or organic mental health problems, who, were they younger, would be provided for under CPA. The application of CPA to older people with depression, dementia and other mental health problems is detailed in an annex.
View document
Contact Details: Tel: | Fax:
E–mail: |
Web links: |
Target group: Mental health | Type / Format: guidance
Availability / Price: | ISBN/ISSN:
Notes:

Department of Health
Current Summary Record (formerly known as the Single Assessment Summary) introductory note; flowchart; and Current Summary Record [form]
The Current Summary Record (CSR) is the means by which case information on an older person is stored and shared, subject to consent and confidentiality, among health and social care professionals. The change of name from the Single Assessment Summary is explained in the introductory note and the flowchart. - that is to say, that unlike an assessment, which will be fixed in a point in time, the CSR should show the most up-to-date information.
View documents: introductory note | flowchart | current summary record
Contact Details: Tel: | Fax:
E–mail: |
Web links: |
Target group: All staff | Type / Format: guidance
Availability / Price: Available as downloads only. | ISBN/ISSN:
Notes:

Department of Health
Developing services for minority ethnic older people : the audit tool (2002)
Practice guidance for councils with social services responsibilities, in support of "From lip service to real service" (Department of Health, 2001).
This audit tool has been prepared in the context of the National Service Framework for Older People (NSF), to act as practice guidance for all councils with social service responsibilities and other local stakeholders aiming to improve services for minority ethnic older people. The main part of the audit tool is a diagnostic questionnaire covering: understanding minority ethnic older people's issues; minority older people and access; services; and providing a suitable workforce.
download document
Contact Details: Department of Health website Tel: | Fax:
E–mail: |
Web links: |
Target group: | Type / Format: audit tool; guidance
Availability / Price: download only | ISBN/ISSN: -
Notes:

Department of Health.
Guidance on the single assessment process for older people; [and] Guidance for local implementation Health service circular HSC 2002/001: Local authority circular LAC (2002)1 [Author: Denise Platt] (28 January 2002)
The single assessment process (SAP) for older people was introduced in the National Service Framework for Older People. Its purpose is to ensure that older people receive appropriate, effective and timely responses to their health and social care needs, and that professional resources are used effectively. This guidance clarifies key points in Chapter 2 of the National Service Framework (NSF), and has three parts. The first part comprises summaries of the key implications of the guidance for the following groups: older people, social workers and care managers, nurses in a range of settings, therapists, general practitioners (GPs), geriatricians and old age psychiatrists. The second part, Guidance for local implementation, summarises what local NHS and councils need to do. The third part, Annexes, give details on a range of implementation and practice matters, including the criteria that localities should use when reviewing and reporting on their progress with implementation. These Annexes are : Annex A , Key attributes of the soingle asessment process; Annex B, Key implications for older people and professionals; Annex C, Criteria for evaluating local approaches in assessment and implementation milestones; Annex D, Shared values; Annex E, Stages of assessment; Annex F, The domains of the single assessment process; Annex G, Joint working arrangements; Annex H, Assessment and admission to care homes for older people; Annex I, The single assessment summary; and Annex J, A strategy for joint staff development. Final progress reviews are to be completed by 1 April 2004, when the single assessment process will be implemented.
View guidance | View annexes
Contact Details: Department of Health (SAP), PO Box 777, London SE1 6XH. Tel: 0870 155 5455 | Fax: 01623 724524
E–mail: |
Web links: |
Target group: All staff | Type / Format: guidance
Availability / Price: Also available as download. | ISBN/ISSN:
Notes:

Department of Health
Independence, choice and risk a guide to best practice in supported decision making (21 May 2007)
This best practice guide (72 pp) is for everyone involved in supporting adults (aged 18+) using health and social care in any setting, community or residential, in the public, independent or voluntary sectors. This includes all NHS staff working in multi-disciplinary or joint teams. The aim is to support empowerment through managing choice and risk. The executive summary and Section 1 introduce the ideas behind the guide: good approaches to choice and risk; and the practicalities of managing risk in relation to choice. The document discusses how good approaches to risk and choice fit in with other policies and practices - for example, dementia and mental health problems - and with the needs of others such as carers. Throughout, good practice examples illustrate the points being made and suggest other sources for information. Annexes include a supported decision tool, cases that illustrate issues and solutions, and a glossary.
The Care Services Improvement Partnership (CSIP) have produced some learning and development materials for use within localities in line with this guidance(available at www.socialcare.csip.org.uk/index.cfm?pid=6), the Risk Management Framework.
Contact Details: DH Publications Orderline, PO Box 777. London SE1 6XH. Telephone: 0870 155 54 55 (8 am to 6 pm Monday to Friday ) Fax: 0162 372 45 24 Tel: 0870 155 54 55 (8 am to 6 pm Monday to Friday ) | Fax: 0162 372 45 24
E–mail: |
Web links: http://www.dh.gov.uk/en/Publicationsandstatistics/Publications/PublicationsPolicyAndGuidance/DH_074773 |
Target group: All staff | Type / Format: guidance; toolkit
Availability / Price: Links to main item (72 pp) and Executive summary (6 pp) as for Web link; also available from DH Publictions Orderline | ISBN/ISSN:
Notes: Caroline Godleman, CSIP (Risk Framework), 07979 713 235 (m), (e-mail: caroline.godleman@dh.gsi.gov.uk) availble to support any activity around this work until the end of June.

Department of Health
Information sharing (January 2004)
One of the supporting requirements for implementation of the Single Assessment Process (SAP) is that assessment information on individual older people be collected, stored and shared as effectively as possible and subject to consent, using the Single Assessment Summary (i.e. Current Summary Record) or a local variant. This note explains the position of SAP in the national programme for IT in general and the NHS Care Records Service in particular. Links to other related materials can be accessed electroncially. An annex on local good practice approaches to SAP focuses on interim information sharing solutions in the following areas: Bedfordshire and Luton; Cambridgeshire; Devon. Plymouth and Torbay; and Solihull.
View document
Contact Details: Tel: | Fax:
E–mail: |
Web links: http://www.dh.gov.uk/assetRoot/04/08/63/64/04086364.pdf |
Target group: All staff | Type / Format: guidance
Availability / Price: Available as download only. | ISBN/ISSN:
Notes:

Department of Health
Information sharing protocols - briefing note (July 2004)
There is a lot of general guidance available on the various aspects of information sharing, which can be difficult to apply to SAP specifically. This paper is intended to provide a route map for developing and implementing information sharing policies for SAP. It includes references to national guidance, and examples of local protocols, policies and more detailed materials are embedded within the document. These protocols and policies have been developed to meet particular local needs, and provide good models from which to work. This paper also includes responses to frequently asked questions (FAQs) on consent, which were raised at the Department of Health SAP roadshows in February and March 2004.
[This 12 page document is large (7.5Mb) having a number of other documents embedded within it.]
View briefing note
Contact Details: Tel: | Fax:
E–mail: |
Web links: |
Target group: All staff | Type / Format: guidance
Availability / Price: Available as download only. | ISBN/ISSN:
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Department of Health
Living well with dementia - the National Dementia Strategy joint commissioning framework for dementia [author: Claire Goodchild] (June 2009)
The National Dementia Strategy (NDS) is committed to provide support for commissioners. This Joint Commissioning Framework (79 pp) provides best practice guidance for commissioners to support implementation of the NDS within the context of World Class Commissioning and Putting People First. It refers to the 17 key objectives for services that should be available locally to all under the NDS, of which a joint commissioning strategy is Objective 14. Annexes include weblinks to guidance for the 17 objectives by the National Institute for Health and Clinical Excellence (NICE) and the Social Care Institute for Excellence (SCIE); a template for assessing local dementia needs; development of dementia matrices by the South East Coast Strategic Health Authority; and weblinks to other references.
Contact Details: Claire Goodchild, Social Care Policy and Innovation, Department of Health, Wellington House, 135-155 Waterloo Road, London SE1 8UG. Tel: | Fax:
E–mail: Claire.goodchild@dh.gsi.gov.uk |
Web links: www.dh.gov.uk/dementia | www.dhcarenetworks.org.uk/dementia
Target group: commisisoning managers | Type / Format: guidance; strategies
Availability / Price: Download:: http://www.dhcarenetworks.org.uk/_library/Resources/Dementia/National_Dementia_Strategy_-_Joint_Commissioning_Framework.pdf | ISBN/ISSN:
Notes:

Department of Health
Single Assessment Process: assessment scales (2 January 2004)
Advice is given on scales for many of the sub-domains of the Single Assessment Process (SAP) which localities may wish to consider. However, the scales listed are not endorsed by the Department of Health (DH). This document also includes an extensive list of general references. It draws attention to specialist information sources for assessing dementia, the needs of minority ethnic older people, case finding, and contact assessment. Three examples demonstrate different aspects of good practice, where the use of different types of assessment and different scales is involved: using a scale within general practice; understanding old age, needs and race; and joint and non-judgemental working in the case of challenging behaviour arising from dementia.
View assessment scales
Contact Details: Tel: | Fax:
E–mail: |
Web links: http://www.dh.gov.uk/assetRoot/04/07/32/78/04073278.pdf |
Target group: All staff | Type / Format: guidance
Availability / Price: Available as download only. | ISBN/ISSN:
Notes:

Department of Health
Single Assessment Process for older people: requirements tor April 2004 annex to letter, April 2004 milestone (April 2004)
The letter from Antony Sheehan, Director of Care Services notes a key milestone in the National Service Framework for Older People (NSF), that from 1 April 2004, the systems and processes needed to underpin the Single Assessment Process (SAP) need to be in place in local health and social care systems. The annex summarises what localities should have in place to achieve successful implementation of SAP, and refers the reader to other documents on the Department of Health SAP website, particularly Questions and Answers (Questions 1 to 3) and Information Sharing.
View letter | View requirements
Contact Details: Professor Antony Sheehan, Director of Care Services Tel: | Fax:
E–mail: |
Web links: http://www.dh.gov.uk/assetRoot/04/08/06/44/04080644.pdf |
Target group: SHA Chief Executives, Directors of Social Services | Type / Format: guidance
Availability / Price: | ISBN/ISSN:
Notes:

Department of Health,
The Community Care Assessment Directions 2004 Local Authority Circular LAC(2004)24 (26 August 2004)
These Directions come into force on 1 September 2004, and place existing good practice and guidance on conducting care assessments and care planning within a legal framework. This circular also notes that carers are entitled, under the Carers and Disabled Children Act 2000, to request an assessment of their needs in supporting the person they care for. It is also good practice that an assessment is offered to a carer who is going to be involved in providing part of the care package. However, a carer's refusal of the offer of an assessment should not be used as a reason to exclude the carer from assisting with care planning.
View circular
Contact Details: Policy Management Unit, Area 233-237, Wellington House, 133-155 Waterloo Road, London SE1 8UG, Tel: | Fax:
E–mail: | OPDenquiries@doh.gsi.gov.uk
Web links: http://www.dh.gov.uk/assetRoot/04/08/83/70/04088370.pdf |
Target group: All staff | Type / Format: guidance
Availability / Price: | ISBN/ISSN:
Notes:

Department of Health
The national service framework for long-term conditions [author: Department of Health - DH] (March 2005)
This national service framework (NSF) sets eleven quality requirements for health and social care services for people with long-term neurological conditions to live as independently as possible. Much of the guidance in this document (107pp) can also apply to anyone living with a long-term condition. The quality requirements are: a person-centred service; early recognition, prompt diagnosis and treatment; emergency and acute management; early and specialist rehabilitation; community rehabilitation and support; vocational rehabilitation; providing equipment and accommodation; providing personal care and support; palliative care; supporting family and carers; and caring for people with neurological conditions in hospital or other health and social care settings. This NSF is supported by a web-based NSF good practice guide, an NSF information strategy, a leaflet for the public and glossary of terms (see www.dh.gov.uk/longtermnsf).
Contact Details: DH Publications Orderline, PO Box 777, London SE1 6XH. Tel: 08701 555 455 | Fax:
E–mail: dh@prolog.uk.com |
Web links: www.dh.gov.uk/longtermnsf |
Target group: All staff | Type / Format: book; guidance
Availability / Price: Web link as above, or FOC from the above address. Also available in Braille, audio cassette tape, disk and large print (ref 265109). | ISBN/ISSN:
Notes: Other contact details: Older People and Disability Policy Management Unit, Care Services Division, Department of Health, Room 8E30 Quarry House, Quarry Hill, Leeds LS2 7UE.

Department of Health
The NHS in England: the operating framework for 2007/08 guidance on preparation of local IM&T [information management and technology] plans (22 December 2006)
The NHS operating framework for 2007/08 (Annex 1) identified the need for sustained focus on information management and technology (IM&T) in the NHS to deliver better care. From 2007/08 onwards, IM&T investment and exploitation will form part of mainstream NHS planning in support of health and service priorities and reform.
This document (14 pp) provides supplementary guidance to all NHS Chief Executives, provides supplementary guidance to the NHS on the development of local IM&T plans in support of health and service priorities and reform. With the shift to a self-improving system, the accent is on local ownership and leadership for the local IM&T agenda, which also needs a set of national expectations and exploits the National Programme for IT (NPfIT). The content has implications for implementing e-SAP and the Current Assessment Framework (CAF), even if neither are mentioned.
Contact Details: Richard Jeavons, Director of IT Service Implementation, Department of Health, Richmond House, 79 Whitehall, London SW1A 2NS. Tel: | Fax:
E–mail: |
Web links: http://www.worcestershirehealth.nhs.uk/EXTRANET_Library/npfit_prog_board/agendas/2006_7/10_JAN/wictp_a_070112_04.pdf |
Target group: NHS Chief Executives | Type / Format: guidance
Availability / Price: | ISBN/ISSN:
Notes:

Department of Health - DH
Everybody's Business Integrated mental health services for older adults: a service development guide [authors: Care Services Improvement Partnership - CSIP, Department of Health - DH] November 2005
This set of documents are a web-based resource to support commissioners and health and social care practitioners, and should be used as a set - the Guide with the five briefings (Key messages for commissioners; Information for Commissioners; Information for Service Users and Carers; Information for Health and Social Care Professionals; and, Information for Providers). The aim of the Service Development Guide is not to develop new policies, but improve health and social care practice at the front line, so that older adults with mental health problems, and their carers, have their needs met wherever they are in the system, without encountering discrimination or barriers to access. The Guide builds on the service models outlined in the National Service Framework for Older People (May 2001) and supports the principles promoted in the "vision" document, Securing Better Mental Health for Older Adults (8 pp June 2005) (website to download is given below). There is also an Older People's Mental Health Mapping framework, launched in November 2005 to coincide with this Guide, which will support local commissioning decisions by providing national benchmarking for local services. This Guide then is supported by a comprehensive web-based resource, including the mapping framework, which provides further information for anyone involved in health and social care for older people with mental health problems. The dedicated web site also includes guidance on best practice, local service examples and links to relevant policy.
Contact Details: Kate Hardy, Older People & Disability Division, Directorate of Care Services, Department of Health, 133-155 Waterloo Road, London SE1 8UG Tel: +44 (0)20 7972 4039 | Fax:
E–mail: |
Web links: http://www.everybodysbusiness.org.uk | http://www.dh.gov.uk/policyandguidance/healthandsocialcaretopics/olderpeoplesservices
Target group: HA/LAs | Type / Format: guidance
Availability / Price: Download resource | ISBN/ISSN:
Notes:

Department of Health - DH
The national service framework for long-term neurological conditions national support for local implementation 2008 [author: Beverley Hopcutt] (6 May 2008)
This document (21 pp) is the product of collaboration between the Department of Health (DH), the Care Service Improvement Partnership (CSIP) and the Third sector. It is a summary of resources, tools and guidance available to local commissioners and service providers to support local delivery of the national service framework for long-term neurological conditions (NSF) since its publication in 2005. It includes: an outline of the DH's NSF programme including work still in progress and other relevant resources from key broader programmes; tools and awareness raising activities developed by CSIP; resources developed by the Third sector; and a programme of future actions.
Contact Details: Helen Wiggins, Social Care, Local Government & Care Partnership, Room 8E25, Quarry House, Quarry Hill, Leeds LS2 7UE. Tel: 0113 254 6486 | Fax:
E–mail: |
Web links: http://www.dh.gov.uk/en/Publicationsandstatistics/Publications/PublicationsPolicyAndGuidance/DH_084579 |
Target group: HA staff | Type / Format: guidance
Availability / Price: Electronic PDF format only | ISBN/ISSN:
Notes: Beverley Hopcutt is is Clinical Adviser, Long-term (Neurological) Conditions

Department of Health (DH)
The national framework for NHS continuing healthcare and NHS-funded nursing care [author: Social Care Policy and Innovation (System Reform), Department of Health - DH] 26 June 2007
This guidance document sets out the principles and processes of the National Framework for NHS Continuing Healthcare and NHS funded Nursing Care. An implementation date of 1 October 2007 is set. This policy guidance results from the consultation process begun in June 2006 when draft guidance was circulated. This guidance concentrates mainly on the process for establishing eligibility for NHS continuing healthcare and principles of care planning and dispute resolution relevant to that process, rather than specifying every aspect of planning NHS continuing care. Eligibility assessments for care should be carried out by a multi-disciplinary team in line with the Core Values and Principles section and taking into account other existing guidance.
There are five Annexes; two of which focus on key court cases about continuing care which have influenced the policy now formulated in this new framework i.e the Coughlan judgement (R. v North and East Devon Health Authority ex parte Pamela Coughlan) and the Grogan judgement (R. v Bexley NHS Care Trust ex parte Grogan). A Glossary; Determining the need for registered nursing care; and, Independent Review Panel procedures are the other three annexes.
This guidance is being circulated to Lead officials for continuing care in SHAs and PCTs and councils with social services responsibility. Until the implementation date the DH advises that it should be treated as best practice guidance. This guidance supersedes circular documents: HSC2001/15 and LAC2001(18) NHS and local councils responsibilities NHS continuing care : action following the Grogan judgement (2006). (KJ)
Contact Details: Tel: | Fax:
E–mail: |
Web links: |
Target group: HA/LAs | Type / Format: guidance
Availability / Price: Electronic format only, download from website: http://www.dh.gov.uk/en/Publicationsandstatistics/Publications/PublicationsPolicyAndGuidance/DH_076288 | ISBN/ISSN: -
Notes: Gateway reference : 8427

Derbyshire Mental Health Services NHS Trust
Advance Directives policy [author: Phil Hopkinson] (January 2004)
This policy is designed to help clinical staff to deliver an ethically and legally sound service by: defining the legal rights that an individual has to specify regarding how he or she would like to be treated at a future time. It defines the limits of such advance directives; describes how patients can be involved in their care through the formulation of an Advance Directive; and describes procedures that trust staff should follow to ascertain that any such relevant directives are honoured by clinical staff in the treatment of an individual deemed incapable of making treatment decisions. Although clearly intended for use by mental health services, the material could be applied to SAP.
View policy
Contact Details: Phil Hopkinson, Derbyshire Mental Health Services NHS Trust, Trust Headquarters, Bramble House, Kingsway Hospital, Derby DE22 3LZ. Tel: 01332 623737 | Fax: 01332 331254
E–mail: |
Web links: http://www.derbyshirementalhealthservices.nhs.uk |
Target group: MHT | Type / Format: guidance
Availability / Price: | ISBN/ISSN:
Notes:

Derbyshire Mental Health Services NHS Trust
Guidelines for people making an advance directive [author: Phil Hopkinson] (January 2004)
Explains the differences between an Advance Directive, an Advance Request, and an Advance Refusal. It also explains about the trust 'Advance Directive for Treatment and Care' form (dated December 2003), which accompanies this document. Part 1 of the form deals with an individual's treatment and care, Part 2, personal and home life, and Part 3 lists people whom the patient has informed of the contents of the advance directive. Although clearly intended for use by mental health services, the material could be applied to SAP.
View guidelines View form
Contact Details: Phil Hopkinson, Derbyshire Mental Health Services NHS Trust, Trust Headquarters, Bramble House, Kingsway Hospital, Derby DE22 3LZ. Tel: 01332 623737 | Fax: 01332 331254
E–mail: |
Web links: http://www.derbyshirementalhealthservices.nhs.uk |
Target group: MHT | Type / Format: guidance
Availability / Price: | ISBN/ISSN:
Notes:

DLA part of the DLA Group
A guide to the 'Protection of Vulnerable Adults' [POVA] scheme [author: DLA] (February 2004)
The 'Protection of Vulnerable Adults' scheme is operational from 26 July 2004, when it will only be applicable to care workers in care homes and domiciliary care agencies providing personal care, including employment agencies supplying staff to carry out care.
This POVA Guide (4pp) is produced by an international law firm, as an insert to its newsletter, Healthcheck. It provides questions and answers on POVA checks and how to make references to the POVA list. It also notes the scheme's phased implementation: it will eventually apply to many sectors of the health and social care industry. The guide also draws attention to the policies, codes of practice and memoranda which apply in a particular local authority area and which should be followed in relation to any reports of any harm or abuse. It should be noted that this document is not intended to be relied on as a definitive statement of the law, and specific advice should always be sought on any particular issue
Contact Details: Keith Lewin (ed) DLA, 3 Noble Street, London EC2V 7EE Tel: 08700 111 111 | Fax:
E–mail: |
Web links: http://www.dla.com |
Target group: LA/HA | Type / Format: guidance
Availability / Price: | ISBN/ISSN:
Notes: Other contacts at DLA: Mark Dale, Lynn Davies, Paul Ridout and Dawn Leonard.
This document updates the situation previously reported in DLA' s Healthcheck newsletter insert dated February 2004.

Dr Rachel Norman, Research Fellow,
Dementia in acute care settings A resource for caring for people with dementia on medical and surgical wards [designer of resource: Dr Rachel Norman] (June 2005)
Following four years of research and development, a resource aimed at informing the nursing care provided to people with dementia in general hospital settings has been introduced by the University of the West of England, Bristol, in collaboration with the Change Agent Team and The Mental Health Foundation.
The resource, which is based on the findings of a research project that explored how people with dementia experienced an admission to a general hospital setting, attempts to encourage nursing staff to 'get to know' the person with dementia they are caring for in order to improve their hospital stay.
The resource has been designed to inform practice through an educational poster that can be displayed in ward settings and an interactive information-gathering sheet designed to be individualised for each patient with dementia who is admitted to an acute medical or surgical ward.
Each element of the resource, which is available as a PDF document, downloadable from the website of the Health and Social Care (CAT) Change Agent Team, DH, is designed to be reproduced and distributed throughout hospital wards, as required. There are six elements to the resource, each of which should be downloaded and printed to form the entire resource: a covering letter that offers the context and suggested uses of the resource; a detailed report that discusses the resource's development and the research behind it; Information Reader Box template; the information-gathering sheet, an example of a completed information-gathering sheet, and a 'quick-guide' that can be given to nursing staff.
Dr Norman would welcome feedback from implementation of this resource.
Contact Details: Dr Rachel Norman, Research Fellow, Faculty of Health and Social Care, University of the West of England, Bristol Tel: | Fax:
E–mail: Rachel2.Norman@uwe.ac.uk |
Web links: http://changeagentteam.org.uk/index.cfm?pid=250 |
Target group: HAs | Type / Format: guidance; toolkit
Availability / Price: download documents from website detailed above (CAT) | ISBN/ISSN:
Notes:

East Sussex, Brighton and Hove LIS Confidentiality and Security Sub-Group
Guidance for organisations to ensure the secure and confidential sharing of person identifiable information Version 4.1c (March 2003)
This guidance contains the requirements, both legal and government, regarding safe and secure information handling. The guidance has been developed to meet the information security requirements for sharing person-identifiable information across the organisations of East Sussex, Brighton and Hove Health and Social Care Community. It has also been adopted in a modified format by the Kent and Medway Health and Social Care Community, who have had involvement in development of these guidelines.
View guidance
Contact Details: Isobel Warren, Joint SAP project manager (with Caroline Blackett) East Sussex Social Services and East Sussex Primary Care Trusts Tel: 01273 403633 | Fax:
E–mail: isobel.warren@esbh.nhs.uk |
Web links: |
Target group: | Type / Format: protocol; guidance
Availability / Price: | ISBN/ISSN:
Notes: Developed by members of the group: Colin Styles (East Sussex County Healthcare NHS Trust); Jez MacDonald (East Sussex, Brighton and Hove Health Shared Services); Isobel Warren (East Sussex, Brighton and Hove Health Shared Services); Linda Douglas (East Sussex Hospitals NHS Trust); Susan Morra (East Sussex, Brighton and Hove Health Shared Services); Jo Gilmore (East Sussex, Brighton and Hove Health Shared Services)

ERoSH - the Emerging Role of Sheltered Housing project
Action on sheltered housing - a checklist for social services - sheltered housing has changed (2003)
4 pages. This leaflet aims to encourage social service staff to consider sheltered housing for those more frail and older than accommodated in the past for this type of housing.
Contact Details: PO Box 2616 Chippenham Wiltshire SN15 1WZ Tel: +44 (0)1905 21112 | Fax: +44 (0)1249 654249
E–mail: info@shelteredhousing.org |
Web links: http://www.shelteredhousing.org |
Target group: LA | Type / Format: guidance; publicity materials
Availability / Price: | ISBN/ISSN:
Notes: Leaflet is one of four in a series produced by ERoSH, a consortium of sheltered housing providers.

ERoSH - the Emerging Role of Sheltered Housing project
General enquirers, older people, their friends and relatives - 8 key questions and answers about sheltered housing - sheltered housing has changed (2003)
4 pages. This leaflet aims to encourage sheltered housing to be considered more often for those more frail and older than accommodated in the past for this type of housing.
Contact Details: PO Box 2616 Chippenham Wiltshire SN15 1WZ Tel: +44 (0)1905 21112 | Fax: +44 (0)1249 654249
E–mail: info@shelteredhousing.org |
Web links: http://www.shelteredhousing.org |
Target group: general public | Type / Format: guidance; publicity materials
Availability / Price: | ISBN/ISSN:
Notes: Leaflet is one of four in a series produced by ERoSH, a consortium of sheltered housing providers.

ERoSH - the Emerging Role of Sheltered Housing project
Information and checklist for hospital and primary care staff - sheltered housing has changed (2003)
4 pages. This leaflet aims to encourage health staff to consider sheltered housing for those more frail and older than accommodated in the past for this type of housing.
Contact Details: PO Box 2616 Chippenham Wiltshire SN15 1WZ Tel: +44 (0)1905 21112 | Fax: +44 (0)1249 654249
E–mail: info@shelteredhousing.org |
Web links: http://www.shelteredhousing.org |
Target group: HA | Type / Format: guidance; publicity materials
Availability / Price: | ISBN/ISSN:
Notes: Leaflet is one of four in a series produced by ERoSH, a consortium of sheltered housing providers.

Hammersmith and Fulham PCT
Single Assessment [author: Clare Vollum] October 2003
Flyer and presentation introducing SAP in Hammersmith and Fulham and outlining the principles.
Presentation designed to be made in conjunction with DH Video - Changing Workforce programme - Toolkit for local change - Patient and staff perspective - Physical illness - Mrs Foley.
view flyer | view handout
Contact Details: Clare Vollum Tel: | Fax:
E–mail: clare.vollum@hf-pct.nhs.uk |
Web links: |
Target group: | Type / Format: guidance; publicity materials
Availability / Price: | ISBN/ISSN:
Notes:

Islington Social Services & PCT
Islington Comprehensive Risk Assessment August 2004
The Comprehensive Risk Assessment for Vulnerable Adults & Adults with Illness or Disabilities has been developed alongside the Needs and Care Planning tool [see separate entry Islington Needs and Care Planning Freeware Tool]. This document is to be used where serious, complex or multiple risk factors are identified and where it is clear that risk management planning within general community care assessment and service provision has not (or will not) adequately ensure that a service user is protected. Risk assessment guidance is provided to assist in completing the Comprehensive Risk Assessment form.
View Comprehensive Risk Assessment form.
View Risk Management and the Comprehensive Risk Assessment guidance.
Contact Details: Howard Smith Business & Performance/SAP Project Team Islington Social Services & Primary Care Trust 338-346 Goswell Road London EC1V 7LQ Tel: 020 7527 8161 | Fax: 020 7527 1107
E–mail: howard.smith@islington.gov.uk |
Web links: |
Target group: | Type / Format: assessment tool; guidance
Availability / Price: Free to download and share | ISBN/ISSN:
Notes:

Kent. Social Services Department
Culturally competent care a good practice guide for care management. [authors: Bijay Minhas, Navdeep Kaur, Emma Hanson, Keith Wyncoll] (2002)
Produced by Kent Social Services for local and national application as part of a Department of Health (DH) Project to develop services for black and minority ethnic (BME) older people, this 40 pp guide presents best practice checklists for frontline practitioners and carers. It is designed as a tool to enable practitioners to incorporate a holistic approach to care planning and assessment. Following an introduction, the sections cover: the care management process; cross cultural understanding; the main legal and statutory requirements; background information on cultural and religious groups (based on material from Kingston Social Services' publication, 'Community profiles'); and a list of further reading. The guide was produced with the following partner organisations: Bromley Social Services, Suffolk Social Services, Presentation Housing Association, and North Kent Gateway Partnership. An interactive CD-ROM for training purposes which was to have followed this publication is not now being produced.
Contact Details: Communications Assistant, Room 2.23, Sessions House, County Hall, Maidstone, Kent ME14 1XQ. Tel: 01622 694756 | Fax:
E–mail: paul.jerome@kent.gov.uk (orders) | keith.wyncoll@kent.gov.uk (content of item)
Web links: http://www.kent.gov.uk/care.html |
Target group: General | Type / Format: guidance
Availability / Price: £9.95 from the Communications Assistant, address as above. | ISBN/ISSN: 1901509672
Notes:

Leeds Social Services, Leeds Teaching Hospital NHS Trust, West Leeds PCT
Leeds Single Assessment Process toolkit [Version 1] (March 2004)
This first version of the Leeds SAP toolkit (96 pp) is designed to support local implementation of the Single Assessment Process as required by Standard 2 of the National Service Framework for Older People (NSF). The aim of this toolkit is to provide staff with background information and detailed guidance on SAP and how to complete the EASYcare assessment documentation. As processes change, the toolkit will be updated and revised to reflect these developments. The contents comprise: introduction and background to SAP; the four types of assessment; the sections of EASYcare and their rationale; EASYcare assessor's guide to exploring needs; and personal held records. Appendix 2 covers how the SAP process design is to be applied in specific health and social care settings, while Appendix 1 lists religion, ethnicity and preferred language codes.
Contact Details: Cheryl Guest,, Employee Development Officer, Floor 4 East, Merrion House, 110 Merrion Centre, Leeds LS2 8QB. Tel: 0113 247 8599 | Fax:
E–mail: Cheryl.Guest@.leeds.gov.uk |
Web links: |
Target group: All staff | Type / Format: toolkit, guidance
Availability / Price: | ISBN/ISSN:
Notes: Contacts for specific questions on the Toolkit:
Vee LeBrunn, Department of Training and Professional Development, Leeds Teaching Hosptail NHS Trust; E-mail: Veelebrunn@leedsth.nhs.uk
Sally Mayfield, SAP Project Manager, West Leeds PCT; E-mail: Sally.Mayfield@leedswest-pct.nhs.uk
Brian Ratner, SAP Co-lead, Leeds Social Services; E-mail: brian.ratner@leeds.gov.uk

London, Eastern and South East Steering Group on Medicines Management and Older People
Principles for older people and their medicines statement of principles for supporting older people to use their medicines safely and appropriately in their own homes, in care homes and across interfaces of care (4 October 2006)
One of the National Service Framework for Older People (NSF) milestones due for achievement by October 2004 was that "all Primary Care Trusts (PCTs) should have schemes in place so that older people get more help from pharmacists in using their medicines". This document (15 pp) identifies the need to integrate medicines management into current care pathways, the Single Assessment Process (SAP) and case management. It sets out six principles, illustrated by examples of good practice:
1: Every individual has the right to an assessment to identify their care needs and such support as is necessary for safe and appropriate use of his or her medicines;
2: Every individual has access to their medicines and is able to use them safely and appropriately;
3: Every individual and/or carer has access to high quality information from a health care professional about their medicines;
4: Health and social care organisations provide support for medicines use, in line with the principles of clinical governance and national minimum standards;
5: Individuals are entitled to receive coordinated care when moving between different care settings;
6: Every health and social care economy has a robust referral system to a pharmacist to ensure a consistent point of contact, communications network and signposting.
A glossary is acknowledged to Lelly Oboh, Lambeth PCT.
The document is accompanied by a letter from Theresa Rutter, 'Key principles of care to support older people in the safe, effective use of their medicines in their own homes and in care homes'.
Contact Details: Theresa Rutter, Chair, Steering Group on Medicines Management and Older People, London, Eastern and South East Specialist Pharmacy Services, Clinical Pharmacy with Community Health Services, Pharmacy Department, St Charles Hospital, Exmoor Street, London W10 6DZ. Tel: 020 8962 4827 | Fax: 020 8962 4058
E–mail: theresa.rutter@kc-pct.nhs.uk |
Web links: |
Target group: pharmacists, PCTs, GPs | Type / Format: guidance; glossary
Availability / Price: | ISBN/ISSN:
Notes:

London Older People's Service Development Programme, Social Services Inspectorate, Department of Health
London Older People's Service Development Programme handbook Version 9 (January 2003)
The London Older People's Service Development Programme was a unique 2-year initiative, bringing together care communities from across London to work in partnership to improve primary health and social care services for older people. This handbook is a a download document; previously available in loose-leaf format. It sets out the Programme's structure and framework. It combines and signposts evidence-based guidance with practical examples drawn from the field. Examples of good practice, references and points for particular attention are denoted.
Contact Details: Val Jones, SW London Health Authority, Hartfleld House, 41-47 Hartfield Road, London SW19 3RG, Tel: +44 (0)20 8545 6091 | Fax:
E–mail: val.jones@swlha.nhs.uk |
Web links: http://www.london.nhs.uk/modernising/olderpeople_developmentprogramme.htm |
Target group: | Type / Format: strategy; guidance
Availability / Price: Website, as above. | ISBN/ISSN:
Notes:

NEA (National Energy Action)
Prevention is better than cure: a guide to assessing the risks to vulnerable people living in cold, damp homes through the Single Assessment Process and recommendations for action an NEA guidance note for those involved in the design, management or delivery of the Single Assessment Process (April 2007)
NEA has produced a guide to assessing the risks to vulnerable people living in cold, damp homes through the Single Assessment Process and recommendations for action, Prevention is Better than Cure. This guidance note (40 pp) is aimed at those involved in the design, management or delivery of the Single Assessment Process. It includes: findings of a scoping study arising from responses to a questionnaire to health and social care agencies involved with SAP; and examples of good practice in Herefordshire, South West Peninsula, Darlington, Birmingham, North Yorkshire, Calderdale, Waltham Forest, and Greenwich.
Key recommendations are made for the different forms of assessment. In particular, questions on affordable warmth and information of referral pathways should always be included at Contact Assessment. SAP leads and SAP managers should also be trained or have an awareness of of key affordable warmth issues when developing and/or delivering training for SAP assessors.
Appendices include: the scoping study questionnaire; the Herefordshire Signposting Assessment; an example of a cold weather checklist; and an example of training resource on raising awareness around fuel poverty and affordable warmth.
NEA was funded by DEFRA (Department for Environment, Food and Rural Affairs).to undertake the project leading to this publication, which investigated the extent to which health and social care agencies already included considerations of the health impacts on those living in cold damp homes, particularly those with long term conditions, within the single assessment process.
Contact Details: Diane Bland, Project Co-ordinator, NEA Area Office, PO Box 113, Northallerton DL7 7AN. Tel: 01609 883 918 (NEA Area Office) 07855 863312 (DB mobile) | Fax:
E–mail: diane.bland@nea.org.uk |
Web links: http://www.nea.org.uk/downloads/publications/H1442_Single_Assessment_Process_Booklet.pdf |
Target group: | Type / Format: briefing; guidance
Availability / Price: Download | ISBN/ISSN:
Notes: Large print version available on request .

NHS Purchasing and Supply Agency (NHS PASA)
National framework agreement for telecare : Part A (including equipment, installation, maintenance, monitoring and response services) [NHS Purchasing and Supply Agency] (30 June 2006)
The national framework agreement for telecare : Part A has been developed to help support the Department of Health's vision in Building Telecare in England.
The first national framework agreement for telecare and associated services will be available for use for local authorities and social care in England. Other organisations who are eligible to use the agreement are NHS trusts, strategic health authorities, collaborative procurement hubs, supply management confederations, housing organisations/associations, voluntary sector and/or charitable organisations, community equipment services, independent sector providers (such as third party organisations/partners) and non departmental bodies charged with the delivery of health and social care/services. Equivalent organisations in Scotland, Wales, Northern Ireland can also use the agreement. A related one day conference in both London and Leeds is also to be held.
For further information including suppliers full contact details, a two-page flyer and more information about the agreement visit the website link given below.
Contact Details: Premier House 60 Caversham Road Reading RG1 7EB Email: Tel: 0118 980 8600 | Fax: 0118 980 8650
E–mail: |
Web links: http://www.pasa.nhs.uk/eat/telecare.stm |
Target group: LA/HAs | Type / Format: guidance
Availability / Price: | ISBN/ISSN:
Notes:

North Lincolnshire Primary Care Trust; North Lincolnshire Council; North Lincolnshire and Goole Hospitals NHS Trust
Multi-agency guidelines and good practice manual: Single Assessment Process (SAP) in North Lincolnshire version 1.5 [author: North Lincolnshire SAP Steering Group] (October 2006)
This good practice manual (35 pp) has been produced by the North Lincolnshire Multi-Agency Steering Group to support staff with the implementation and operational requirements of the Single Assessment Process (SAP) in North Lincolnshire. The manual does not replace guidance and protocols in place in each of the partner agencies.
The manual includes a glossary of terms;sets the national context for SAP; provides general information on information sharing and obtaining consent; outlines issues on joint working in respect of the different assessments; and has a short section on using the Easycare assessment tool. Appendices relate to documentation on consent and security guidelines.
The manual will be reviewed as part of the evaluation of the implementation process. View manual.
Contact Details: Stephen Ball, Service Manager - Older People, Day and Community Services, North Lincolnshire Council Tel: +44 (0)1724 298081 | Fax:
E–mail: stephen.ball@northlincs.gov.uk |
Web links: |
Target group: All agencies | Type / Format: glossary; guidance
Availability / Price: | ISBN/ISSN:
Notes:

North Yorkshire County Council Social Services; City of York Council; North Yorkshire PCTs
Multi-agency working / Single Assessment Process Manual [authors: North Yorkshire County Council Social Services, City of York Council, North Yorkshire PCTs
This document (25pp) introduces single assessment. the process of carrying out a multi-agency assessment using an electronic assessment tool for sharing information or sharing information through a person held record, and how care co-ordination responsibilities should be set up between different agencies. Becky Nightingale refers to Section 2, How to ask for consent to share information across agencies, in a Discussion forum contribution on Evaluation of SAP from a user perspective (21 December 2005).
Some of this material is on the North Yorkshire County Council Single Assessment Process website, which includes not only documents and newsletters for professionals, but also leaflets for users and weblinks to local agencies and national organisations involved with SAP.
View manual.
Contact Details: Becky Allright, SAP Project Co-ordinator, North Yorkshire Ciounty Council, Finkle Street, Thirsk, North Yorkshire YO7 1DA. Tel: +44 (0)1609 536912 Mobile: 07976 908812 | Fax:
E–mail: becky.allright@northyorks.gov.uk |
Web links: http://www.northyorks.gov.uk/sap |
Target group: | Type / Format: guidance; website
Availability / Price: | ISBN/ISSN:
Notes: Becky Allright (change of name from Becky Nightingale).

Northamptonshire County Council
Guidance for Completing the Northamptonshire Contact Assessment [Northamptonshire SAP team] (2004)
Guidance on how to complete the Northamptonshire contact assessment form. Part of the SAP documentation accredited (July 2004) by the Department of Health.
View guidance
Contact Details: Wendy Hoult, Project Manager Single Assessment Team, Oxford House, Floor 2, West Villa Road, Wellingborough NN8 4JR Tel: +44 (0)1933 220 720 | Fax: +44 (0)1933 443 929
E–mail: whoult@northamptonshire.gov.uk |
Web links: http://www.northamptonshire.nhs.uk/singleassessment |
Target group: | Type / Format: assessment tool; guidance
Availability / Price: Contact Wendy Hoult | ISBN/ISSN:
Notes: The material is copyright to Northants SAP 2004 and is not to be reproduced without permission of the copyright holder.

Northamptonshire County Council
Guidelines for Completing Northamptonshire Overview Assessment Tool (NOAT) [Northamptonshire SAP team] (April 2004)
Guidelines to assist with completing the Northamptonshire Overview Assessment Tool (NOAT) that is accredited (July 2004) by the Department of Health as a tool for overview assessment as part of the Single Assessment Process for older people. Paper based document consists of 38 pages. The guidelines are designed for use by a wide variety of assessors.
View guidelines
Contact Details: Wendy Hoult, Project Manager Single Assessment Team, Oxford House, Floor 2, West Villa Road, Wellingborough NN8 4JR Tel: +44 (0)1933 220 720 | Fax: +44 (0)1933 443 929
E–mail: whoult@northamptonshire.gov.uk |
Web links: http://www.northamptonshire.nhs.uk/singleassessment |
Target group: | Type / Format: assessment tool; guidance
Availability / Price: Contact Wendy Hoult | ISBN/ISSN:
Notes: The material is copyright to Northants SAP 2004 and is not to be reproduced without permission of the copyright holder.

Older Family Carer Initiative, Foundation for People with Learning Disabilities - FPLD
Person-centred approaches and older families [authors: Dalia Magrill, Helen Sanderson, Alison Short] (May 2005)
The Older Family Carers Initiative, was a three year project designed to support Learning Disability Partnership Boards across England to identify and meet the needs of older family carers of people with learning disabilities. The project began in 2002 and finished in 2005 with a new toolkit developed to help the Boards, entitled "Valuing Families : a toolkit for family friendly services". This resource has been written as part of the Older Family Carers Initiative in direct response to the concerns raised by person-centred planning facilitators and coordinators. This is intended for people who are already informed about person-centred planning approaches and want to make sure they are planning with older families in the best possible way.This report is intended as a tool to be used primarily by people whose role it is to: (a) plan directly with older families and (b) coordinate person-centred planning on behalf of their Learning Disability Partnership Board.
Free to download from the Mental Health Foundation website or purchase.
Contact Details: Foundation for People with Learning Disabilities, 9th Floor, Sea Containers House, 20 Upper Ground, London, SE1 9QB. Tel: +44 (0)20 7803 1101 | Fax: +44 (0)20 7803 1111
E–mail: via website |
Web links: http://www.learningdisabilities.org.uk/publications/?EntryId5=22379&char=P |
Target group: LAs | Type / Format: guidance
Availability / Price: to download or purchase | ISBN/ISSN: 1903645719
Notes:

Pan Dorset Health and Social Care
Single Assessment Process implementing new joint working arrangements for older person's health and social care services across Dorset, Bournemouth, and Poole: [Bulletins 1, 2 and 3] [author: Jane Wallis] (September 2003 -)
These bulletins have as their purpose keeping practitioners advised of changes to working practices with regard to the introduction of the Single Assessment Process (SAP).
View bulletin 1 | bulletin 2 | bulletin 3
Contact Details: Jane Wallis, SAP Project Manager for Training, Pan Dorset Health and Social Care, Human Resources Learning and Development Unit, Vespasian House, 2nd Floor West Wing, Bridport Road, Dorchester, Dorset DT1 1TG Tel: +44 (0)1305 225911 | Fax: +44 (0)1305 268834
E–mail: jane.wallis@dorsetcc.gov.uk |
Web links: http://www.dorsetforyou.com |
Target group: LA/HA | Type / Format: guidance
Availability / Price: | ISBN/ISSN:
Notes: This tool can be used or adapted by others provided that the Pan Dorset Group is fully accredited as the organisation of origin. Jane Wallis would appreciate a brief email to let her know who is using the material and where it is being used.

POVA Policy Guidance Queries, Department of Health
Protection of Vulnerable Adults Scheme in England and Wales for care homes and domiciliary care agencies a practical guide [including changes to the requirement for Criminal Records Bureau disclosures in certain circumstances] [author: POVA Policy Guidance Queries, Department of Health] (14 January 2009)
POVA, the Protection of Vulnerable Adults Scheme, as set out in the Care Standards Act 2000, is implemented on a phased basis from 26 July 2004 (that is, for care homes and domiciliary care agencies). At the heart of the POVA scheme is the POVA list. Through referrals to and checks against the list, care workers who have harmed, or put at risk of harm, a vulnerable adult (whether or not in the course of their employment) will be banned from working in a care position with vulnerable adults. This guidance (39 pp) follows on from the "No secrets" guidance. It sets out what is required of providers of care, employment agencies and businesses and other stakeholder affected by implementation. It also includes sections on provisional and confirmed listing; examples of where checks against the POVA list will be required; and definitions relating to section 80 of the Care Standards Act 2000.
The guidance published in 2009 supersedes the previous versions published in 2004 and 2006). From 20 January 2009, there are changes to the POVA scheme as part of the transition to the new Vetting and Barring Scheme. The Independent safeguarding Authority (ISA) will make decisions on all referrals to POVA made after 20 January 2009. From that time, employers and others will have new duties to respond to the ISA's requests for further information. Employers' duties to check against the POVA before a person starts work remains unchanged. The reader is directed to the following links for further information: www.ISA.gov.uk or www.scie.org.uk.
Also available, but from website only is: Protection of Vulnerable Adults Scheme in England and Wales for care homes and domiciliary care agencies: frequently asked questions.
This document (12 pp) provides an introduction to, and explains some detailed aspects of the POVA scheme to care providers and other stakeholders. However, for definitive guidance, the reader must refer to the Practical Guide.
Contact Details: Department of Health, PO Box 777, London SE1 6XH. Tel: 0870 155 5455 | Fax: 01623 724 524
E–mail: doh@prolog.uk.com |
Web links: http://www.dh.gov.uk/PublicationsAndStatistics | http://www.dh.gov.uk/en/Publicationsandstatistics/Publications/PublicationsPolicyAndGuidance/DH_4134725
Target group: SSDs, care homes, domiciliary care agencies | Type / Format: guidance; policy
Availability / Price: Practical guide from any of the above: on the website, search POVA; Frequently asked questions item from webiste only. | ISBN/ISSN:
Notes: Other contact details: Department of Health, POVA Policy Guidance Queries, Area 219, Wellington House, 133-155 Waterloo Road, London SE1 8UG.
The FAQ document also states that comments on, or questions about, the POVA scheme and the Practical Guide can be e-mailed to the official Department of Health Mailbox at:
Vulnerableadults@doh.gsi.gov.uk
The above Mailbox can also be used to send in good practice examples of local approaches to the POVA scheme and other aspects of adult protection

Rhondda Cynon Taf County Borough Council
Rhondda Cynon Taf and Merthyr Geographic Area Unified Assessment Newsletters December 2003, March 2004 and August 2005
These newsletters (December 2003, Web link 1; March 2004, Web link 2, August 2005 web link 3) are produced by a partnership of North Glamorgan and Pontypridd & Rhondda Trusts, Age Concern, Pontypridd & Rhondda & Merthyr Tydfil Local Health Boards, Merthyr Tidfil County Borough Council and Rhondda Cynon Taf County Borough Council. Both newsletters list local agency contacts and give a link to the Social Services Inspectorate for Wales' Unified Assessment site, ' Health and social care for adults: creating a unified and fair system for assessing and managing care.'
The December 2003 issue outlines what unified assessment (UA) is; activity in the Rhondda Cynon Taf and Merthyr areas; and the piloting of a Contact Assessment form.
The March 2004 issue explains mapping - that is, how services are provided across all agencies and their effect on the individual patient or client. It also outlines the Contact Assessment form pilots, set up on SWIFT, the IT system being used by Trusts and local authorities (though not currently in primary care).
The August 2005 issue has an information sharing theme, in that it covers: establishment of a Change Request log for noting suggestions and comments on UA; an information sharing protocol has been signed by all agencies in the area; and six local authorities (Caerphilly, Merthyr Tydfil, Monmouthshire, Newport, Rhondda Cynon Taf, and Vale of Glamorgan have formed a consortium to develop an electronic application (SWIFT).
View December 2003 newsletter | View March 2004 newsletter | View August 2005 newsletter
Contact Details: Peter Moore Rhondda Cynon Taf Community Care Head Office/ Ty Elai, Dinas Isaf East, Williamstown, Tonypandy Tel: 01443 425453 | Fax:
E–mail: Peter.R.Moore@rhondda-cynon-taff.gov.uk |
Web links: |
Target group: All staff | Type / Format: guidance; policy
Availability / Price: | ISBN/ISSN:
Notes:

Rhondda Cynon Taf County Borough Council
Unified assessments [Rhondda Cynon Taf Community Care Division website]
Unified assessment (UA) is the equivalent of the Single Assessment Process (SAP) in Wales. This website explains that UAs "take a holistic approach to assessing a person's needs, in order to ensure effective joint working and to prevent serial assessments by different agencies". The website includes links to a tool for staff when making unified assessments; and the Welsh Assembly Government's guidance document, 'Creating a unified and fair system for assessing and managing care', as well as its precursor related documents, 'Improving health in Wales' and 'Building for the future - a White Paper for Wales'.
Contact Details: Peter Moore Rhondda Cynon Taf Community Care Head Office/ Ty Elai, Dinas Isaf East, Williamstown, Tonypandy Tel: 01443 425453 | Fax:
E–mail: Peter.R.Moore@rhondda-cynon-taff.gov.uk |
Web links: http://www.rhondda-cynon-taff.gov.uk/communitycare/UA |
Target group: All staff | Type / Format: guidance; policy
Availability / Price: | ISBN/ISSN:
Notes:

Royal College of Physicians & Faculty of Public Health Medicine
Assessing health needs of people from minority ethnic groups [author: Salman Rawaf and Veena Bahl (eds)] (1998)
Book published in collaboration with the Department of Health, shows how health needs assessment in the NHS could contribute towards a healthier nation. It directs particular attention to the special health needs and expectations of the larger ethnic minority groups in the UK, and includes a chapter on the unique health problems of refugees and asylum seekers. This book provides a framework for the quantitative and qualitative assessment of the health needs of these ethnic groups and gives guidance on the allocation of priority to the provision of the appropriate health services.
Contact Details: Royal College of Physicians 11 St Andrews Place, Regent's Park, London, NW1 4LE Tel: 020 7935 1174 | Fax:
E–mail: publications@rcplondon.ac.uk |
Web links: |
Target group: | Type / Format: book; guidance
Availability / Price: £16.50 | ISBN/ISSN: 1860160581
Notes:

SCIE/DH
Practice guide 7: Making referrals to the POVA list [written by: Julie Barnes] May 2006
This report is available in print (76 pp) and online from the website link given below.
The Protection of Vulnerable Adults (POVA) scheme was introduced in July 2004 under the Care Standards Act 2000 to protect vulnerable adults aged 18 years and over in care settings in both England and Wales. The POVA list is operated by the Department for Education and Skills (DfES) on behalf of the Secretary of State for Health (DH). At the request of the DH, SCIE has produced this practice guide for people making referrals to the POVA list. It is designed to answer any questions on making referrals in practice, as well as providing inspiration for future development. This good practice guidance on this website does not replace previous guidance but builds further on the experience of those who have made referrals in the Protection of Vulnerable Adults (POVA) scheme's first year of operation and who have been able to suggest what works best in these important, and often sensitive, procedures. Using practice examples, the guidance aims to clarify the referral process and support people making referrals to the POVA list. There are also links to relevant sources and websites from the SCIE website link. Written by Julie Barnes, there were many contributors to this guide.
Contact Details: Social Care Institute for Excellence, Goldings House, 2 Hay's Lane London SE1 2HB Tel: +44 (0)20 7089 6840 | Fax: +44 (0)20 7089 6841
E–mail: |
Web links: http://www.scie.org.uk/publications/practiceguides/practiceguide07/index.asp |
Target group: | Type / Format: guidance
Availability / Price: Produced by The Policy Press, see website: http://www.policypress.org.uk | ISBN/ISSN:
Notes:

Sheffield First for Health Partnership
Sheffield Single Assessment Process assessment manual (April 2003)
The assessments described in this manual (116pp) provide a standardised way of capturing the outcomes of conversations with service users and their carers. The assessments are intended to support and not replace professional judgement. This manual contains examples of flow charts, sample assessment tools, and guidance about how the tools will be used, and demonstrate how pathways contribute to a Single Assessment Process. Also included is a glossary, which is intended to be used in conjunction with the full glossary as contained in the National Service Framework for Older People (NSF). This is the first edition of the manual. It will be revised to take account of practitioners' experience during the first phase of implementation of the process, with any necessary amendments to have been circulated by April 2004.
The project was commissioned by the Sheffield First for Health Partnership in 2001. The partnership comprises: Shefield's Social Services Directorate and Housing & Direct Services; North Sheffield PCT; West Sheffield PCT; South West Sheffield PCT; South East Sheffield PCT; Sheffield Teaching Hospitals NHS Trust; Sheffield Care Trust: Mental Health and Wellbeing. and voluntary sector involvement.
View toolkit
Contact Details: Sheffield City Council, Single Assessment Project, Floor 3, Castle Market Buildings, Sheffield S1 2HA. Tel: 0114 273 5299 | Fax:
E–mail: |
Web links: http://www.sheffield.gov.uk/safe--sound/social-services/single-assessment-process |
Target group: all staff | Type / Format: assessment tool; guidance; glossary
Availability / Price: | ISBN/ISSN:
Notes:

Somerset County Council, Social Services Department
[SAP training handouts]
The handouts comprise: Single assessment process training days (aims and learning outcomes); Older people with mental illness (how to record the assessment); National Service Frameworks (list); A person-centred approach .... and Valuing person-centred care and independence.
View documents: Single assessment process; Mental illness ; NSF list ; Person centred approach ; Valuing person-centred care and independence
Contact Details: Heather Roughton, Single Assessment Process Project Manager, County Hall, Taunton, TA 1 4DY. Tel: +44 (0)1823 356718 (HR) +44 (0)1823 355193 (ES) | Fax:
E–mail: HMRoughton@somerset.gov.uk | ESkinner@somerset.gov.uk
Web links: http://www.somerset.gov.uk |
Target group: General | Type / Format: guidance
Availability / Price: | ISBN/ISSN:
Notes:

Somerset County Council, Social Services Department
The Single Assessment Process guidance for staff working with older people in Health and social care throughout Somerset (October 2003; revised 24 January 2004)
Guide (16 pp) providing a brief outline of SAP. Its purpose is to provide a brief outline of the new approach to the assessment of the health and social care needs as set out in Standard Two of the National Service Framework for Older People (NSF). It includes a page by page guide to completing the overview assessment tool, preceded by explanation of the four levels of assessment, and ending with a section on information disclosure.
View document .
Contact Details: Heather Roughton, Single Assessment Process Project Manager, County Hall, Taunton, TA 1 4DY. Tel: +44 (0)1823 356718 (HR) +44 (0)1823 355193 (ES) | Fax:
E–mail: HMRoughton@somerset.gov.uk | ESkinner@somerset.gov.uk
Web links: http://www.somerset.gov.uk |
Target group: General | Type / Format: guidance
Availability / Price: | ISBN/ISSN:
Notes: Other contact: Eric Skinner

Staffordshire Social Services Department
The Single Assessment Process in Staffordshire and Stoke on Trent Guidelines for staff working with older people in health and social care (version 1, pilot) (November 2003)
9 pages.
View guidelines
Contact Details: Marie Duquesnay, SAP Projects Manager, St Chad's Place, Stafford ST16 2LR Tel: 01785 277089 | Fax:
E–mail: marie.duquesnay@staffordshire.gov.uk |
Web links: http://www.staffordshire.gov.uk/live/welcome.asp?id=318 |
Target group: LA/HA/PCT | Type / Format: guidance
Availability / Price: | ISBN/ISSN:
Notes: Jackie Owen, Asst. Director for Older People Services

Sunderland Social Services
Liquid Logic keystroke guidance East Division, West Division, Hospital SW Team, Sensory Team, Specialist SW Team (Palliative Care), COTs, Farmborough Court & Intermediate Care Team [authors: Robin Welsh, Alison Levitt, Phil Hounsell] (29 September 2005)
This 44pp item (and related training material) was first publicised by Robin Welsh on the SAP Discussion Forum, as a model for developing local guidance on using Liquidlogic. The guidance outlines keystroke procedures for administration, team managers, duty officers, quality officers, care managers and specialist assessors, also team manager authorisation and review process.
The following Critical Path items accompany: OT; East & West & Sensory; Farmborough Court, Intermediate Care Team; Hospital Social Work Team; Specialist Social Work Team. Each algorithm explains the work flow.
View | keystrokes document | critical path - OT | critical path - East and West sensory | critical path - Farnborough Court | critical path - hospital social work team | critical path - specialist social work team |
Contact Details: Robin Welsh, SAP Training Officer, Floor 4, 50 Fawcett St, Sunderland, Tyne & Wear SR1 1RF. Tel: 0191 566 1420 07789942247 | Fax:
E–mail: Robin.Welsh@ssd.sunderland.gov.uk |
Web links: |
Target group: Staff using Liquidlogic | Type / Format: guidance
Availability / Price: | ISBN/ISSN:
Notes:

Sunderland Social Services
Liquid Logic new functionality roll out [Sunderland Social Services] (August 2005)
There are two versions of this documentation on Liquidlogic screen layout and functionality: a 6pp version for administration and business Support; and a longer (21pp) version for care managers and team managers
View version 1 | View version 2
Contact Details: Robin Welsh, SAP Training Officer, Floor 4, 50 Fawcett St, Sunderland, Tyne & Wear SR1 1RF. Tel: 0191 566 1420 07789942247 | Fax:
E–mail: Robin.Welsh@ssd.sunderland.gov.uk |
Web links: |
Target group: SAP staff using Liquidlogic | Type / Format: guidance
Availability / Price: | ISBN/ISSN:
Notes:

Sunderland Social Services
Searching using My Contacts guidance Liquidlogic: new functionality [author: Robin Welsh] (21 August 2005)
Guidance (7pp) on Liquidlogic's new functionality, on "Searching for a person" and adding them to "My contacts". This enables use of "Reassign" and "Make Referrals" to people in other departments more easily, and replaces a previous "tree arrangement" used by Sunderland Social Services.
View document
Contact Details: Robin Welsh, SAP Training Officer, Floor 4, 50 Fawcett St, Sunderland, Tyne & Wear SR1 1RF. Tel: 0191 566 1420 07789942247 | Fax:
E–mail: Robin.Welsh@ssd.sunderland.gov.uk |
Web links: |
Target group: SAP staff using Liquidlogic | Type / Format: guidance
Availability / Price: | ISBN/ISSN:
Notes:

Sunderland Social Services
Team manager / senior manager guidance Liquidlogic: new functionality [author: Robin Welsh] (21 August 2005)
This guidance (18pp) showing various Liquidlogic screen layouts is arranged in three sections.
Section 1 identifies what a Team Manager or Senior Care Manager needs to do when they are allocating work to a Care Manager on Liquidlogic.
Section 2 identifies what a Team Manager or Senior Care Manager needs to do when they are authorising work for a Non-devolved Care Manager.
Section 3 is for Team Managers accepting work on Liquidlogic sent directly from Admin or Business Support when it has been referred in by an External Agency.
View guidance
Contact Details: Robin Welsh, SAP Training Officer, Floor 4, 50 Fawcett St, Sunderland, Tyne & Wear SR1 1RF. Tel: 0191 566 1420 07789942247 | Fax:
E–mail: Robin.Welsh@ssd.sunderland.gov.uk |
Web links: |
Target group: SAP management staff using Liquidlogic | Type / Format: guidance
Availability / Price: | ISBN/ISSN:
Notes:

Tameside and Glossop Primary Care Trust,
Single Assessment Process [training materials] [author: Teresa Jankowska] (February 2002)
Handouts, exercises and facilitators' notes, from the range of training materials for SAP used by Tameside and Glossop PCT, and for a variety of audiences:
Single Assessment Process (SAP): implications for practice: training information for all involved in providing care for older people, course details; and programme;
Time for reflection - the implications for practice (exercise);
Single Assessment Process: person centred approach (handout);
Single Assessment Process (SAP) awareness session: programme;
Documentation workshop;
Single Assessment Process and person centred care: presentation for the Really Important Questions Forum.
Training materials continue to be developed as and when needed.
Contact Details: Teresa Jankowska, SAP Co-ordinator, Tameside and Glossop Primary Care Trust, New Century House, Progress Way, Windmill Lane, Denton M34 2GP. Tel: +44 (0)161 304 5450 (TJ) +44 (0)161 304 5300 (PCT general no) | Fax:
E–mail: teresa.jankowska@nhs.net |
Web links: http://www.tameside.gov.uk/tmbc1/sap.htm |
Target group: | Type / Format: guidance
Availability / Price: | ISBN/ISSN:
Notes:

Tameside and Glossop Primary Care Trust,
Single Assessment Process: implications for practice training programme (February 2002)
Part of a range of training materials for SAP used by Tameside and Glossop PCT, and for a variety of audiences.
Comprises:
Training information for all involved in providing care to older people
Programme covering: connecting with good practice; advantages and disadvantages of an outcomes focus; connecting with the user's and carer's perspective
Time for reflection - the implications for practice (worksheet and prompt sheet)
Training materials continue to be developed as and when needed.
Contact Details: Teresa Jankowska, SAP Co-ordinator, Tameside and Glossop Primary Care Trust, New Century House, Progress Way, Windmill Lane, Denton M34 2GP. Tel: +44 (0)161 304 5450 (TJ) +44 (0)161 304 5300 (PCT general no) | Fax:
E–mail: teresa.jankowska@nhs.net |
Web links: http://www.tameside.gov.uk/tmbc1/sap.htm |
Target group: | Type / Format: guidance
Availability / Price: | ISBN/ISSN:
Notes:

University College of London
Camberwell Assessment of Need for the Elderly (CANE) A needs assessment for older mental health service users [authors: Martin Orrell, Geraldine Hancock (eds)] 2004
CANE is a comprehensive, person-centred needs assessment tool that has been designed for use with older people and particularly those with mental health problems. It can be used for both the overview and comprehensive assessments of the NSF single assessment process. It is not accredited by the Department of Health but has been rigorously developed by a multi-disciplinary team at University College London in collaboration with other academic centres. It has been used in a wide variety of clinical and research settings across the UK and other countries and is translated into five languages. Manual available from UCL but to accompany purchase of book.
Contact Details: Dr Geraldine Hancock Dept of Psychiatry and Behavioural Sciences, University College London, Wolfson Building, 48 Riding House Street, London W1N 8AA. Tel: +44 (0)20 7679 9420 | Fax: +44 (0)20 7679 9426
E–mail: |
Web links: http://www.rcpsych.ac.uk/publications |
Target group: LA/HA | Type / Format: assessment tool; guidance
Availability / Price: Manual free to use but must purchase copy of book priced £80 from Gaskell Publications, Royal College of Psychiatrists, 17 Belgrave Square, London SW1X 8PG. Tel: 020 7235 2351 x146 | ISBN/ISSN: 1904671063
Notes: Publications Dept contact is: Carrie Davis - cdavis@rcpsych.ac.uk

Wandsworth Borough Council; Wandsworth Primary Care Trust
Guidance on using the new assessment tools draft as at 13 April 2003 [authors: Wandsworth Borough Council Social Services Community Care Division; Wandsworth Primary Care Trust] (March 2003)
Guidance (14 pp), some of which applies only to Social Services. Comprises: background notes; using the new assessment tools; completing the contact assessment; completing the overview assessment; ; and other assessment issues.
The intention is that this draft will be updated regularly.
View draft guidance
Contact Details: Wendy Moreton, Senior Planning and Review Officer, Wandsworth Borough Council Town Hall Wandsworth High Street London SW18 2PU. Tel: +44 (0)20 8871 6271 (WM) +44 (0)20 8789 5511 (FN) | Fax:
E–mail: wmoreton@wandsworth.gov.uk | fleur.norwood@swlondon.nhs.uk
Web links: |
Target group: Health/social services staff | Type / Format: guidance; assessment tool
Availability / Price: | ISBN/ISSN:
Notes:

Wandsworth Borough Council; Wandsworth Primary Care Trust
New assessment formats community care [Wandsworth] introduction [author: Wendy Moreton] (March 2003)
Outline (2 pp) to accompany the new community care assessment files. It relates to the new community care assessment being piloted from 31 March 2003 in Putney and Roehampton and in two wards at the Bolingbroke Hospital.
View document
Contact Details: Wendy Moreton, Senior Planning and Review Officer, Wandsworth Borough Council, Town Hall, Wandsworth High Street, London SW18 2PU. Tel: +44 (0)20 8871 6271 (WM) +44 (0)20 8789 5511 (FN) | Fax:
E–mail: wmoreton@wandsworth.gov.uk | fleur.norwood@swlondon.nhs.uk
Web links: |
Target group: Health/social services staff | Type / Format: guidance
Availability / Price: | ISBN/ISSN:
Notes:

Wandsworth Borough Council; Wandsworth Primary Care Trust
Wandsworth overview assessment guidelines for completion [authors: Wandsworth Borough Council Social Services Community Care Division; Wandsworth Primary Care Trust] (24 October 2003)
Guidance (10 pp) on completing the overview assessment. The overview assessment tool (form) is to be used to assess the needs of all people aged 18 and over seeking a community care assessment in Wandsworth (with the exception of people with mental health needs). It aims to cover all areas of all possible needs for health and social care at a basic level. The guidelines also note that the assessment must be person centred.
View guidance
Contact Details: Wendy Moreton, Senior Planning and Review Officer, Wandsworth Borough Council, Town Hall, Wandsworth High Street, London SW18 2PU. Tel: +44 (0)20 8871 6271 (WM) +44 (0)20 8789 5511 (FN) | Fax:
E–mail: wmoreton@wandsworth.gov.uk | fleur.norwood@swlondon.nhs.uk
Web links: |
Target group: Health/social services staff | Type / Format: guidance
Availability / Price: | ISBN/ISSN:
Notes:

Wolverhampton City PCT
FUSION: Soprano (TM) workflow engine (SWE 2.5); Concerto (TM) medical application portal a systems information and user guide [author: Walsall Primary Care Trust] (7 October 2003)
Version 2 (2003-10-07) of training material for the electronic system, FUSION; accompanied by questionnaire - SDFM pathway post pilot evaluation.
This user guide supports the introduction of SWE version 2.5, and replaces what was previously known as Soprano Disease Management. The user guide provides an overview of the technology and terminology, to help and support new and current users of the system. The system being used by Wolverhampton is administered by Walsall Primary Care Trust.
view user guide | view post pilot evaluation
Contact Details: Phil Smith, Wolverhampton City PCT, Coniston House, West Entrance, Chapel Ash, Wolverhampton, WV3 0XE Tel: +44 (0)1902 575183 | Fax: +44 (0)1902 444877
E–mail: phil.smith@wolvespct.nhs.uk |
Web links: http://www.wolverhamptonhealth.nhs.uk |
Target group: Health/social services | Type / Format: guidance
Availability / Price: | ISBN/ISSN:
Notes:

Wolverhampton City PCT
Improving care with e-technology: ''making IT real'' Evidence in Practice Conference, Walsall Health Partnership [author: Walsall Health Partnership]
Based on a powerpoint presentation, on the theme, 'Using LIVE data to improve the patient journey'.
This presentation (developed by the Walsall Health Partnership and used in Wolverhampton) explains the framework. Wolverhampton's intention with this and other documentation is to treat SAP as an element of the wider e-health and e-gov agenda.
view presentation.
Contact Details: Phil Smith, Wolverhampton City PCT, Coniston House, West Entrance, Chapel Ash, Wolverhampton, WV3 0XE Tel: +44 (0)1902 575183 | Fax: +44 (0)1902 444877
E–mail: phil.smith@wolvespct.nhs.uk |
Web links: http://www.wolverhamptonhealth.nhs.uk |
Target group: IT; Managers | Type / Format: powerpoint; guidance
Availability / Price: | ISBN/ISSN:
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