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Education, Health and Care needs assessment and reviews documentation and guidance

An Education, Health and Care needs assessment can be requested by parents, carers, teachers or any other professional involved with a child or young person; they can also be requested by a young person over the age of 16.

This paperwork must now be used by educational settings, professionals and families. Guidance has also been written for the documents.

 

Referral and advice forms for EHC needs assessment

Education, Health and Care needs assessment Referral documentation

Education, Health and Care Needs Assessment Referral Advice Form Last updated: October 2017.

Guidance for an Education, Health and Care Needs Assessment Referral Advice Form Last updated: 01/06/2015

Practitioner's Advice Form Last updated 31/05/2017

Guidance for Practitioner's Advice Form Last updated 01/06/2015

Family and Young Persons Advice

Family's Advice - to be completed if a new assessment is taking place - Last updated:May 2017

Young Person's Advice - to be completed if a new assessment is taking place and if the young person is over 16 years old - Last updated May 2017

Education, Health and Care Plan Example

Education, Health and Care Plan example Last updated: 01/06/2015

Appendix

Appendix 1 - Physical Skills

Appendix 2-  Vision and Hearing 

Appendix 3 - Speech, Language and Communication 

Appendix 4 - BESD

Appendix 5 - Attention, Motivation and Engagement 

Appendix 6 - Social, Communication Difficulties and ASD

Appendix 7 - Health  

Forms for annual review of an education health and care plan

Annual Reviews

Annual Review for an EHCP Year 8 and below Last updated: 01/06/2015

Annual Review for an EHCP Year 9 and above Last updated: 01/06/2015

Guidance for an Annual Review for an EHCP Last updated: 01/06/2015

Please find below two versions of the Family's View Form. Families can choose which version they would like to complete prior to the Annual Review; they both contain the same questions but are set out in different ways. This form should be attached to the completed Annual Review form and returned to the Local Authority.

Family's View Form (Version 1) Last updated: 01/06/2015

Family's View Form (Version 2) Last updated: 01/06/2015

Forms for transferring statements to an education, health and care Plan

The forms below must be used in place of the Annual Review paperwork when it is a child or young person's time to transfer from a Statement of SEN to an Education, Health and Care Plan

Transfer Review Report (EHC Needs Assessment) - Year 8 and below Last updated: 01/06/2015

Transfer Review Report (EHC Needs Assessment) - Year 9 and above Last updated: 01/06/2015

Guidance for Transfer Reviews (EHC Needs Assessments) Last updated: 01/06/2015 

Family's Advice Form - Please note, this form should be completed by parents/carers if a Transfer Review (EHC Needs Assessment) is taking place. This form should be submitted with the completed Transfer Review Report.

Young Person's Advice Form - Please note, this form should be filled in by the young person if a Transfer Review (EHC Needs Assessment) is taking place and if the young person is over 16 years old. This form should be submitted with the completed Transfer Review Report.

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