Recurring concern
Unreliable gathering and use of collateral information in mental health assessments
First reported 16 Jan 2014•Latest report 11 May 2026
What this concern includes
Includes failures of the mental health assessment process involving obtaining, sharing, accessing, evaluating or using relevant collateral information from families, carers, community professionals, other services or available records, including inappropriate delegation of that dedicated information-gathering function.
Not included
- Excludes generic staff training, supervision, delegation or documentation failures that are not specifically tied to obtaining or using collateral information in mental health assessment.
- Excludes failures concerning clinical assessment or risk assessment that do not involve collateral or externally sourced information.
- Excludes general communication or information-sharing failures unrelated to mental health assessment collateral information.
- Reports
- 28
- Individual concerns
- 35
- Date range
- 2014–2026
- Stated actions
- 77
Distinct published reports
A report can raise multiple concerns
First to latest report issue date
Described in published responses
Reports over time
Reports over time
Reports about this concern issued each year.
* 2026 is projected from reports observed to 7 Sep 2026.
Most frequent recipients
Most frequent recipients
Reports about this concern sent to each recipient.
Concerns and responses across reports
Only concerns grouped under this recurring concern are included. Select any concern, action or position to view the source wording.
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Concerns raised1
Failure to routinely involve carers and families in the care of mentally unwell patients
This report raised 3 other concerns. They are not shown here because they do not form part of this recurring concern.
Responses linked to these concernsEach statement is shown once, even when linked to more than one concern.
Actions described in response An action is something a respondent says it has done, is doing, or plans to do in response to the concern raised.4
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Action
Complete supervision sessions for Mental Health Triage staff focused on family and carer involvement in assessment and improved working practice.
Stated by Leicestershire Partnership NHS Trust -
Action
Provide Mental Health Triage and Crisis staff with NICE guidance on family and carer involvement.
Stated by Leicestershire Partnership NHS Trust -
Action
Distribute a Whole Family Approach Bulletin to staff every two months to share family and carer involvement learning and good practice.
Stated by Leicestershire Partnership NHS Trust
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Action
Expand family and carer content in record-keeping audits and monitor compliance through weekly audits and monthly clinical governance.
Stated by Leicestershire Partnership NHS Trust
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Concerns raised1
Failure of mental health assessors to seek family input in appropriate circumstances
This report raised 10 other concerns. They are not shown here because they do not form part of this recurring concern.
Responses linked to these concernsEach statement is shown once, even when linked to more than one concern.
Actions described in response An action is something a respondent says it has done, is doing, or plans to do in response to the concern raised.2
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Action
Reinforce to staff the importance of family involvement and ongoing communications.
Stated by Essex Partnership University NHS Foundation Trust -
Action
Audit family involvement and communications through the staff supervision process.
Stated by Essex Partnership University NHS Foundation Trust
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Concerns raised1
Failure to obtain and communicate relevant police and family information during admission
This report raised 10 other concerns. They are not shown here because they do not form part of this recurring concern.
Responses linked to these concernsEach statement is shown once, even when linked to more than one concern.
Actions described in response An action is something a respondent says it has done, is doing, or plans to do in response to the concern raised.5
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Action
Review and update s136 questionnaires, handover forms, policies, guidance and weekly internal audit tools to strengthen information gathering, assessment and record-keeping.
Stated by NELFT NHS NHS Foundation Trust -
Action
Create a generic secure NHS.net account for the s136 suite to receive confidential collateral patient information.
Stated by NELFT NHS NHS Foundation Trust -
Action
Submit proposed Form 434 amendments to the policy, mental health and legal departments for consideration and approval.
Stated by Metropolitan Police Service
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Action
Design a bespoke handover form with NELFT for use at the 136 suite.
Stated by Metropolitan Police Service -
Action
Hold a progress-review meeting on the bespoke handover form.
Stated by Metropolitan Police Service
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Concerns raised1
Failure of RMNs to read ACC T documentation for collateral information relevant to delusional-disorder diagnosis
This report raised 10 other concerns. They are not shown here because they do not form part of this recurring concern.
Responses linked to these concernsEach statement is shown once, even when linked to more than one concern.
No linked response statementsNo respondent-stated action or position is linked to these concerns in the published data.
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Concerns raised1
Failure to gather information from family and others involved in mental health assessments
This report raised 4 other concerns. They are not shown here because they do not form part of this recurring concern.
Responses linked to these concernsEach statement is shown once, even when linked to more than one concern.
Actions described in response An action is something a respondent says it has done, is doing, or plans to do in response to the concern raised.4
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Action
Deliver teaching sessions to improve communication with carers and patients and address barriers to family involvement.
Stated by Royal United Hospitals Bath NHS Foundation Trust -
Action
Add space to the self-harm proforma to record next-of-kin details, relationship and the patient’s contact wishes.
Stated by Royal United Hospitals Bath NHS Foundation Trust -
Action
Establish guidance and training requiring staff to involve service users, families and carers in CPA and risk assessments.
Stated by Avon and Wiltshire Mental Health Partnership NHS Trust
-
Action
Communicate triage, assessment and referral outcomes to referrers, service users, families, carers and relevant agencies.
Stated by Avon and Wiltshire Mental Health Partnership NHS Trust
Respondent positions A position is what a respondent says about the concern when they do not describe a specific action.2
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Position
Existing policies and processes for family involvement, triage, communication, recording and monitoring address the identified assessment and care concerns.
Stated by Avon and Wiltshire Mental Health Partnership NHS Trust
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Position
Existing AMHP information-gathering guidance is clear, so no further action is proposed in that area.
Stated by Approved Mental Health Professional/Social Work Service
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Concerns raised1
Failure to obtain relevant history and treatment input from private clinicians
Responses linked to these concernsEach statement is shown once, even when linked to more than one concern.
No linked response statementsNo respondent-stated action or position is linked to these concerns in the published data.
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Concerns raised2
Delays in passing family information to the psychiatry liaison team
Failure to obtain collateral history from family members before concluding the interview
This report raised 11 other concerns. They are not shown here because they do not form part of this recurring concern.
Responses linked to these concernsEach statement is shown once, even when linked to more than one concern.
Actions described in response An action is something a respondent says it has done, is doing, or plans to do in response to the concern raised.1
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Action
Pilot the mental health assessment proforma and make it available to mental health colleagues.
Stated by Whittington Health NHS Trust
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Concerns raised2
Failure to formally consult carers or partners in mental health welfare assessments
Failure to avoid discounting domestic abuse involving elderly people in mental health service assessments
Responses linked to these concernsEach statement is shown once, even when linked to more than one concern.
No linked response statementsNo respondent-stated action or position is linked to these concerns in the published data.
Data last updated 7 September 2026