Care (Education) and Treatment Review document checklist – community

Classification: Official
Publication reference: PRN00117

Document checklist to support a community Care (Education) and Treatment Review (C(E)TR)

Below are the documents that the commissioner should prepare ahead of the review for the C(E)TR panel. These should be shared via secure email no later than 24 hours prior to the review:

  • My C(E)TR planner, including evidence of consent or a best interest decision for the C(E)TR to go ahead. Please note that if consent is not indicated then the panel must not read any additional information that has been circulated
  • a copy of the previous C(E)TR report (if applicable) and action plan
  • crisis contingency plan (if in place).

The aim of a community C(E)TR is to bring key people together to discuss the person’s current care and treatment needs and alternatives to hospital admission. Whilst it may be helpful for the panel to have recent copies of the documents listed below, the absence of these should not be a barrier to the community C(E)TR taking place: (these can be circulated in advance or supplied in a pack on the day for the panel to review). 

  • most recent risk assessments
  • recent care plans
  • education, health and care plan and minutes of most recent annual review
  • clinical assessments (psychology, speech and language therapy, occupational therapy).

As C(E)TRs have now returned to face to face, consideration should be given to the amount of personal information that is circulated via email ahead of the review. Reading time for the panel will be included in the agenda on the day although the aim of the review is ensuring a balance between reviewing documents, speaking to the person and their family, and observing the environment.