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 gather relevant collateral history while respecting patient confidentiality
This report raised 7 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 incorporate family concerns and available information into ongoing treatment and clinical assessment
This report raised 7 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.6
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Action
Progress Triangle of Care accreditation from Star 2 toward Star 3.
Stated by Hampshire and Isle of Wight Healthcare NHS Foundation Trust -
Action
Introduce Esther Improvement Coaches to reinforce person-centred carer and family engagement.
Stated by Hampshire and Isle of Wight Healthcare NHS Foundation Trust -
Action
Employ carer leads, honorary carer leads and dedicated Carer Support Workers across the Trust.
Stated by Hampshire and Isle of Wight Healthcare NHS Foundation Trust
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Action
Embed information-sharing principles through policies, protocols, annual information-governance training and carer materials.
Stated by Hampshire and Isle of Wight Healthcare NHS Foundation Trust -
Action
Expand feedback routes through carer groups, forums, storytelling events, surveys and a funded BAME carers group.
Stated by Hampshire and Isle of Wight Healthcare NHS Foundation Trust -
Action
Maintain an ongoing focus on improving engagement with families and carers using learning from this case.
Stated by NHS Hampshire and Isle of Wight Integrated Care Board
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Concerns raised1
Failure to incorporate available clinical information into self-harm risk assessments
This report raised 14 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
Use live RiO records for handovers, daily run-throughs and MDT ward rounds.
Stated by North East London NHS Foundation Trust -
Action
Audit compliance with live-record use and risk-assessment processes.
Stated by North East London NHS Foundation Trust
Respondent positions A position is what a respondent says about the concern when they do not describe a specific action.1
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Position
Concerns about care provision and coordination are mainly for the NHS Trust to address.
Stated by Department of Health and Social Care
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Concerns raised2
Failure to discuss S. 136 Mental Health Act assessments with relevant police officers and other involved care professionals
Failure to ensure that S. 136 Mental Health Act assessments use full information held by relevant services
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 incorporate relevant collateral information and community history in mental disorder assessments
This report raised 1 other concern. 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
Introduce an inpatient–community interface meeting to improve discharge-planning information sharing and communication.
Stated by Pennine Care NHS Foundation Trust -
Action
Introduce a process for arranging and facilitating discharge-planning and ward-round meetings.
Stated by Pennine Care NHS Foundation Trust -
Action
Share the Regulation 28 response with the Aspen Ward consultant psychiatrists’ responsible officer.
Stated by Pennine Care NHS Foundation Trust
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Action
Provide Oldham mental health services with a referral route to the multi-agency Adults with Multiple Complex Needs Meeting.
Stated by Pennine Care NHS Foundation Trust -
Action
Recommend that the Oldham Safeguarding Adult Partnership Board develop a multi-agency mental-capacity protocol.
Stated by Pennine Care NHS Foundation Trust
Respondent positions A position is what a respondent says about the concern when they do not describe a specific action.1
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Position
The MDT found no acute mental illness or immediate risk and considered an inpatient mental health ward inappropriate for ongoing alcohol-dependence support.
Stated by Pennine Care NHS Foundation Trust
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Concerns raised1
Failure to enable relevant family input during emergency mental health assessment
This report raised 2 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 incorporate family information into care plans and risk assessments
This report raised 2 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.3
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Action
Update the Clinical Risk Assessment Policy to address confidentiality breaches where necessary to manage risks of serious harm.
Stated by Greater Manchester Mental Health NHS Foundation Trust -
Action
Review and update Trust-wide clinical risk training to require gathering and corroborating risk information from family, friends and other professionals.
Stated by Greater Manchester Mental Health NHS Foundation Trust -
Action
Publish an updated Care Programme Approach Position Statement setting expectations for involving and supporting carers in care and support planning.
Stated by NHS England
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Concerns raised1
Failure to contact relevant corroborative sources during Mental Health Act assessment
This report raised 8 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
Share the PFD report and response with all doctors, particularly psychiatry trainees.
Stated by Oxleas NHS Foundation Trust -
Action
Discuss the case learning at the Section 12 and Approved Clinician refresher course for doctors.
Stated by Oxleas NHS Foundation Trust -
Action
Develop the Support Network Engagement Tool to help clinicians identify and engage families, carers and other support networks.
Stated by Oxleas NHS Foundation Trust
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Action
Audit care plans monthly for evidence that patients’ support networks, especially families and carers, are involved.
Stated by Oxleas NHS Foundation Trust
Respondent positions A position is what a respondent says about the concern when they do not describe a specific action.1
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Position
The Mental Health Act does not require assessing doctors to obtain collateral information or consult others during an assessment.
Stated by Oxleas NHS Foundation Trust
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Concerns raised1
Failure to share relevant prior mental-health contacts and assessments between GMP and NWAS
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.5
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Action
Assess the feasibility of electronic Force-to-Force data exchange between GMP and partner agencies including NWAS.
Stated by Greater Manchester Police -
Action
Consider the effectiveness of current information-sharing arrangements with partners and brief the Greater Manchester Health and Justice Board on the concerns raised.
Stated by Greater Manchester Police -
Action
Develop and implement a common, documented GMP-wide procedure with partners for responding to mental-health-related risk to life presented to blue-light services.
Stated by Greater Manchester Police
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Action
Jointly chair a pan-Greater Manchester task and finish group improving risk assessment, management, inter-agency communications and procedures for mental health crisis responses.
Stated by North West Ambulance Service NHS Trust -
Action
Draw together a pan-Greater Manchester protocol defining roles, shared risk assessment, communication and escalation for mental-health-related risk-to-life incidents.
Stated by North West Ambulance Service NHS Trust
Respondent positions A position is what a respondent says about the concern when they do not describe a specific action.1
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Position
Police and other emergency services are expected to share pertinent information so ambulance clinicians can know about prior contacts and assessments.
Stated by North West Ambulance Service NHS Trust
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Concerns raised1
Failure to obtain collateral histories during Mental Health Act assessments
This report raised 8 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.
Data last updated 7 September 2026