{{org_field_logo}}

{{org_field_name}}

Registration Number: {{org_field_registration_no}}


Partnership Working with Other Agencies and Professionals Policy

1. Purpose

The purpose of this policy is to outline {{org_field_name}}’s commitment to effective partnership working with other agencies and professionals. Collaborative working enhances the quality of care and support provided to people we support by ensuring a coordinated, person-centred approach that promotes well-being, safety, and improved health and social outcomes.

Partnership working will be undertaken in a way that protects and promotes the rights, dignity, privacy, choices, wellbeing and safety of people we support. It will support effective personal planning, risk enablement, safeguarding, continuity of care, timely escalation of concerns, and coordinated responses where a person’s needs, wishes, risks or circumstances change. Partnership working will also recognise the role of carers, families, representatives, advocates and other people who are important to the person, where the person has consented or where there is another lawful basis for involvement.

This policy establishes clear expectations for engaging with health, social care, social work, housing, advocacy, community, emergency, regulatory and third-sector organisations. It supports compliance with Scotland’s Health and Social Care Standards, the Public Services Reform (Scotland) Act 2010, the Social Care and Social Work Improvement Scotland (Requirements for Care Services) Regulations 2011, Care Inspectorate quality frameworks, the SSSC Codes of Practice and all relevant safeguarding, data protection, equality and human rights duties. By fostering strong partnerships, {{org_field_name}} ensures that people receiving care benefit from holistic, responsive, and high-quality services tailored to their individual needs.

2. Scope

This policy applies to all employees of {{org_field_name}}, including care workers, supervisors, managers, and administrative staff. It applies to partnership working in relation to assessment, care and support planning, review, risk assessment and risk enablement, safeguarding, hospital discharge, medication-related communication, health deterioration, complaints, incidents, duty of candour events, transitions, emergency planning and service continuity. It also applies to external professionals and agencies involved in delivering integrated care, including but not limited to:

3. Legal and Regulatory Framework

This policy aligns with the following legislation, standards, codes and guidance, as amended or replaced from time to time:

4. Principles of Partnership Working

Effective partnership working is based on the following principles:

5. Implementing Effective Partnership Working

5.1 Establishing Partnerships

{{org_field_name}} actively seeks to establish and maintain relationships with relevant agencies and professionals. This involves:

5.2 Communication, Consent and Information Sharing

Clear, respectful, accurate and timely communication is essential to safe and effective partnership working. {{org_field_name}} will ensure that:

5.3 Multi-agency Records and Audit Trail

Staff must keep a clear audit trail of partnership working. Records must include, where relevant:

Where advice is received verbally, staff must record the advice accurately and, where necessary, confirm it in writing with the professional or agency concerned.

5.4 Joint Assessments and Care Planning

To provide person-centred, rights-based and integrated care, {{org_field_name}} will collaborate with the person, their chosen or legally authorised representatives, carers where appropriate, and relevant professionals in assessment, personal planning, review and risk management:

5.5 Carers, Representatives and Advocacy

{{org_field_name}} recognises the important role of unpaid carers, family members, representatives and advocates in supporting people’s wellbeing, rights and outcomes. Staff must ask the person who they wish to be involved in their care and support and record this in the personal plan.

Where the person agrees, carers and representatives will be included in relevant discussions, reviews and information sharing. Where a person lacks capacity, staff will involve legally authorised welfare attorneys, welfare guardians or other relevant representatives in line with their powers and the principles of the Adults with Incapacity (Scotland) Act 2000.

Staff will signpost carers to information, advice and support, including the right to request an adult carer support plan or young carer statement where relevant.

Where a person has difficulty expressing their views, understanding information, making decisions, raising concerns or participating in reviews or safeguarding processes, staff will support access to independent advocacy where appropriate.

5.6 Capacity, Legal Authority and Decision-Making

Staff must presume that adults have capacity to make their own decisions unless there is evidence to the contrary. Where there are concerns about a person’s capacity to make a specific decision, staff must seek appropriate guidance from the Registered Manager and relevant professionals.

Where a person has a welfare attorney, welfare guardian, intervention order, financial guardian, Department for Work and Pensions appointee or other legal arrangement, staff must record the details, obtain evidence of the authority where appropriate, and understand the scope and limits of that person’s powers.

Any decision made on behalf of an adult who lacks capacity must benefit the adult, take account of the adult’s present and past wishes and feelings, involve relevant others where appropriate, and use the least restrictive option.

Partnership working must not exclude the person. Even where a legal proxy is involved, the person must be supported to participate as much as possible using their preferred communication method.

5.7 Adult Support and Protection, Child Protection and Risk Management

Multi-agency working is essential to protect adults and children from harm while respecting rights, choice, autonomy and lawful decision-making. {{org_field_name}} will:

Staff must not investigate safeguarding concerns themselves beyond taking immediate protective action, recording factual information and reporting concerns through the correct channels.

5.8 Duty of Candour, Harm and Learning

Where an unintended or unexpected incident occurs during the provision of care or support and results in death or harm, or could result in harm as defined by the organisational duty of candour legislation, {{org_field_name}} will follow its Duty of Candour Policy and Procedure.

This includes:

Partnership working must support openness, transparency, learning and improvement, and must not be used to avoid organisational accountability.

5.9 Joint Training and Development

To strengthen partnership working, {{org_field_name}} actively engages in shared learning initiatives with other agencies. This includes:

Training and development relevant to partnership working will include, where appropriate to role:

5.10 Professional Boundaries and Role Clarity

Staff must understand their own role and the roles of partner agencies and professionals. Staff must not undertake tasks outside their competence, training, delegated authority or the agreed care and support plan.

Where another professional gives advice or delegates a task, the Registered Manager or delegated senior staff member must ensure that the task is lawful, appropriate, risk assessed, recorded, included in the personal plan, and supported by training, competency assessment and supervision where required.

Staff must respect the expertise of other professionals while also raising concerns where advice, decisions, delays or actions may place a person at risk or conflict with the person’s rights, wishes or best interests.

5.11 Hospital Admission, Discharge and Transitions

Where a person is admitted to hospital, discharged from hospital, transferred between services, begins reablement or experiences a significant change in support, {{org_field_name}} will work with relevant partners to promote safe, coordinated and person-centred transitions.

Staff will share relevant information lawfully and proportionately, including information about the person’s communication needs, medication support, mobility, risks, equipment, nutrition, pressure area care, cognition, mental health, personal outcomes, carers, legal representatives and any safeguarding concerns.

Following discharge or transition, the personal plan and risk assessments must be reviewed and updated to reflect any changes in needs, professional advice, medication, equipment, moving and assisting requirements, visit times, staffing requirements or contingency arrangements.

5.12 Medication and Pharmacy Partnership Working

Where {{org_field_name}} supports a person with medication, partnership working with GPs, community pharmacies, district nurses, prescribers and other relevant professionals must be clear, safe and recorded.

Staff must escalate medication concerns promptly, including missed medication, medication errors, adverse effects, changes in medication, unclear instructions, refusal, swallowing difficulties, storage concerns, or discrepancies between medication administration records and supplied medication.

Medication-related advice from external professionals must be recorded and reflected in the person’s medication records, personal plan and risk assessment where required. Staff must not accept or implement unclear medication instructions without clarification from an appropriate professional.

5.13 Out-of-Hours and Emergency Partnership Working

{{org_field_name}} will maintain clear arrangements for urgent and out-of-hours communication with relevant partners, including NHS 24, GP out-of-hours services, community nursing, local authority social work emergency services, emergency services, community alarm/telecare services and senior management on-call arrangements.

Staff must know how to escalate urgent concerns, including sudden deterioration in health, falls, medication concerns, suspected abuse or neglect, missing person concerns, no access visits, environmental hazards, fire risk, carer breakdown or failure of essential equipment.

All emergency or out-of-hours actions must be recorded and followed up at the earliest opportunity by the appropriate senior staff member.

6. Monitoring and Evaluating Partnership Working

To ensure that partnership working remains effective, safe, rights-based and outcome-focused, {{org_field_name}} will monitor and evaluate partnership working through:

The Registered Manager is responsible for ensuring that partnership working is reviewed as part of the service’s quality assurance and self-evaluation arrangements. Findings must be used to improve practice, update risk assessments and personal plans, and strengthen working relationships with relevant partners.

7. Resolving Disputes, Escalation and Professional Challenge

{{org_field_name}} will work constructively with partner agencies and professionals. However, where there is disagreement, delay, unclear responsibility, conflicting advice or concern that a person’s rights, safety, wellbeing or outcomes may be affected, staff must escalate the matter promptly.

The following process will be followed:

Stage 1 – Clarification: Staff will seek clarification from the professional or agency involved and record the discussion, advice and agreed actions.

Stage 2 – Senior Review: If the matter remains unresolved, staff must escalate to the Registered Manager or delegated senior manager, who will review the concern, relevant records, risks and required actions.

Stage 3 – Professional Escalation: The Registered Manager or delegated senior manager will contact the appropriate senior person in the partner agency, commissioning team, Health and Social Care Partnership, local authority, NHS service or safeguarding route.

Stage 4 – Safeguarding or Regulatory Escalation: Where the concern relates to harm, abuse, neglect, exploitation, serious risk, unsafe practice, fitness to practise, a reportable incident or failure to act, the service will escalate to the relevant statutory, safeguarding, regulatory or professional body without delay. This may include the local authority Adult Support and Protection team, child protection route, Care Inspectorate, SSSC, Disclosure Scotland, Police Scotland or other relevant body.

Stage 5 – Formal Complaint or Contract Escalation: Where the matter remains unresolved and affects service quality, safety, contractual requirements or outcomes for people, the service will use formal complaint, contract monitoring or dispute resolution procedures.

Staff must not allow professional disagreement to delay urgent action needed to protect a person from harm, obtain medical support or meet essential care and support needs. All escalation must be recorded, including the concern, actions taken, people contacted, advice received, decisions made and follow-up required.

8. Related Policies

This policy should be read alongside:

9. Staff Responsibilities

All staff are responsible for working in partnership in a professional, respectful, lawful and person-centred way. Staff must:

Failure to follow this policy may result in supervision, retraining, disciplinary action, referral to the SSSC or other appropriate action, depending on the seriousness of the matter.

10. Registered Manager Responsibilities

The Registered Manager is responsible for ensuring that effective partnership working arrangements are in place and that staff understand how to work with other agencies and professionals. This includes ensuring:

11. Policy Review

This policy will be reviewed annually or sooner if there are changes in Scottish legislation, Care Inspectorate guidance, SSSC Codes of Practice, Health and Social Care Standards, local Adult Support and Protection or Child Protection procedures, commissioning requirements, organisational structure, service registration, or following significant incidents, complaints, duty of candour events, safeguarding concerns, inspection findings or quality assurance findings. Any amendments will be communicated to staff and, where relevant, to partner agencies and people using the service.


Responsible Person: {{org_field_registered_manager_first_name}}{{org_field_registered_manager_last_name}}
Reviewed on:
{{last_update_date}}
Next Review Date:
{{next_review_date}}
Copyright © {{current_year}} – {{org_field_name}}. All rights reserved.

Leave a Reply

Your email address will not be published. Required fields are marked *