From Confusion to Clarity - Social Care Records, Data Subject Access Requests, Freedom of Information & Evidence Building

Introduction

Most community care disputes are won (or lost) in the paperwork. Assessments, care plans, case notes, finance records, and emails are often incomplete, inconsistent, or quietly determinative, yet practitioners routinely struggle to obtain the right records quickly and to turn them into a coherent case theory.

This live and interactive course provides a structured, community-care-specific approach to evidence building that improves outcomes across complaints, Ombudsman cases, CHC disputes, and judicial review. The course is interactive and designed for immediate use on live files. Delegates will leave with templates: records request scripts, a chronology structure tailored to Care Act disputes and a practical checklist for challenging inaccurate records (including why accuracy matters for eligibility, safeguarding and funding).

What You Will Learn

This live and interactive course will cover the following:

• Choosing the right tool for the job: Data Subject Access Request vs Freedom of Information vs targeted requests vs litigation disclosure thinking, including what each route can and can’t deliver
• Avoiding predictable refusals
• How to reduce delays
• Converting messy files into persuasive material
• How to produce a decision map (who decided what, when, and under which duty)
• Building a chronology that highlights decision points
• Identifying the documents that most reliably expose errors in need identification
• Eligibility reasoning, charging decisions, and service reductions

Recording of live sessions: Soon after the Learn Live session has taken place you will be able to go back and access the recording - should you wish to revisit the material discussed.