Well‑Being Reviews and Case Managment
for Professional Deputies and Health & Welfare Attorneys
Independent Reviews to Support Your Legal and Professional
DutiesProfessional Deputies and Health & Welfare Attorneys have a duty to ensure that every decision made on behalf of a client is in their best interests, supported by clear evidence, and compliant with the OPG Professional Deputy Standards (2023).
Our independent Well‑Being Reviews provide a clinically informed overview of a client’s care, environment, safety, and overall quality of life — helping you meet your obligations with confidence and transparency.
Why Well‑Being Reviews Are Needed
Deputies and Attorneys request Well‑Being Reviews when they require:
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Independent oversight of a client’s care and living situation
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Evidence to support or justify best‑interest decisions
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Reassurance that care arrangements remain appropriate
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Monitoring for vulnerable or isolated clients
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Documentation for OPG supervision or enquiries
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A neutral view where family dynamics are complex
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Clinical insight into whether NHS Continuing Healthcare (CHC) should be considered
These reviews help you demonstrate that decisions are informed, proportionate, and aligned with your statutory duties.
Our Comprehensive Service
We conduct in‑person visits to clients in their own homes or care homes to ensure their holistic needs are being met and their environment is safe and suitable.Each Well‑Being Review Includes:
Client Observations - A review of the client’s presentation, comfort, and surroundings.
Care Record Review - Examination of care notes to ensure accuracy and consistency.
Care Needs Assessment - Evaluation of whether current care arrangements meet the client’s needs.
Safeguarding Considerations - Identification and escalation of any concerns.
Medication Overview - Review and documentation of current medications and administration practices.
CHC Eligibility Consideration - Clinical insight into whether an NHS Continuing Healthcare assessment may be appropriate.
Addressing Concerns - Highlighting gaps in care, risks, or issues requiring follow‑up.
Clear, Actionable Reporting
All findings are compiled into a structured, professional report that supports best‑interest decision‑making, provides evidence for OPG compliance, identifies risks and unmet needs and offers practical recommendations for next steps.
This ensures you can demonstrate proactive, responsible oversight of your client’s well‑being.
Ready to Arrange a Well‑Being Review?
We welcome enquiries from Professional Deputies and Health & Welfare Attorneys who require independent oversight and clear, clinically informed reporting.
Email: info@coopercareconsultancy.com
Phone: 07737177530