Request for care records and assessments
Local Authority
You need the assessments and records the local authority is relying on.
Subject: Request for records — [P]
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Setting out my position calmly
Local Authority
You disagree with the plan and want your view recorded objectively.
Subject: Family position — [P]
Continuing healthcare and funding query
ICB / Health Board
Funding responsibility or a health element of the care package is unclear.
Subject: CHC / funding query — [P]
First enquiry to a solicitor
Solicitor
You are approaching a firm for advice or representation.
Subject: Enquiry — Court of Protection matter
Enquiry to the court office
Court office
You need to chase an application, a hearing date or a sealed order.
Subject: Case enquiry — [case number]
Urgent hearing request (covering email)
Court office
There is a genuine emergency affecting P's safety, care or liberty.
Subject: URGENT application — [P]
Raising a concern with a provider
Care provider
Something has gone wrong in the placement and you want it fixed and recorded.
Subject: Concern about support for [P]
Asking an advocate to be involved
IMCA / RPR / Advocate
P needs independent support to have their voice heard.
Subject: Advocacy referral — [P]
Chasing a response politely
Social worker
You have not had a reply and need one on the record.
Subject: Following up — [P]
Enquiry to the Office of the Public Guardian
OPG
A deputyship or LPA question, or a safeguarding concern about a deputy/attorney.
Subject: OPG enquiry — [P]
Sharing information about P's wishes
Official Solicitor / P's solicitor
P is represented and you want P's voice and history properly understood.
Subject: Information about [P]'s wishes and history
Challenging a mental capacity assessment
Challenging assessments
You believe the capacity assessment is wrong, out of date or not decision-specific.
Subject: Request to review the mental capacity assessment — [P]
Requesting an independent (second) assessment
Challenging assessments
You want an independent expert or second opinion on capacity, care or risk.
Subject: Request for an independent assessment — [P]
Disputing a Care Act needs assessment or support plan
Challenging assessments
The assessed needs or hours do not match P's real day-to-day needs.
Subject: Dispute — needs assessment and support plan for [P]
Requesting a care and support plan review
Requesting reviews
Things have changed, or the plan is not working in practice.
Subject: Request for a care and support plan review — [P]
Requesting a best interests meeting
Requesting reviews
A decision is being made about P and you want it done properly under s.4 MCA.
Subject: Request for a best interests meeting — [P]
Requesting a review of a DoLS authorisation or restrictions
Requesting reviews
P is subject to restrictions or a DoLS authorisation you think are too restrictive.
Subject: Request for review of restrictions / DoLS — [P]
Escalating to a team manager or head of service
Escalation
The allocated worker has not resolved the issue or has not replied.
Subject: Escalation — [P]
Formal complaint (stage 1)
Escalation
Escalation within the team has not worked and you need the formal process.
Subject: Formal complaint — [P]
Referral to the Ombudsman after a final response
Escalation
You have a final complaint response and remain dissatisfied.
Subject: Ombudsman referral — [P]
Pre-action letter before proceedings (letter before claim)
Escalation
A public body's decision may be unlawful and you are considering judicial review.
Subject: Letter before claim — [P]
I believe P has been harmed or is at risk of harm
Letter wizard
Urgent
A safeguarding referral or concern about injury, neglect, restraint or an unexplained incident.
Subject: Safeguarding concern — [P's initials]
Restraint, seclusion or restrictions are being used
Letter wizard
Urgent
Physical intervention, locked doors, restricted contact or a deprivation of liberty that has not been authorised.
Subject: Concern about restrictions and restraint — [P's initials]
I disagree with a capacity assessment
Letter wizard
You believe P has capacity for this decision, or that the assessment was not done properly.
Subject: Request to review the capacity assessment — [P's initials]
A move or placement change is proposed
Letter wizard
Urgent
A change of home, hospital discharge or a placement ending.
Subject: Objection to proposed move — [P's initials]
The care or support plan is not being delivered
Letter wizard
Missing hours, unfilled staffing, no therapy input, or a plan that is out of date.
Subject: Care plan not being delivered — [P's initials]
Contact with P is being restricted
Letter wizard
Visits stopped or supervised, calls limited, or contact conditions imposed.
Subject: Contact with [P's initials] — request for review
I have asked for records and not received them
Letter wizard
Assessments, notes, incident records or meeting minutes you need for the case.
Subject: Request for records — [P's initials]
I disagree with a professional's decision or report
Letter wizard
A recommendation, assessment or report you believe is inaccurate or incomplete.
Subject: Family position on the recent decision — [P's initials]
Nobody is replying to me
Letter wizard
You have chased and had no substantive answer.
Subject: Following up — [P's initials]
Anything in square brackets is a placeholder for you to replace. Duplicating creates your own copy in this browser — nothing is sent anywhere. Keep letters short, factual and dated, and keep P at the centre of every ask.