Completing the Education Health and Care needs assessment

Considering how special educational needs affect ability to access education and whether an Education Health and Care plan needs to be issued

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Education, Health and Care plans: Step by step

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Part of
Education, Health and Care plans: Step by step

The process of support for children and young people who have significant special educational needs and disabilities

Overview

A request for an Education, Health and Care needs assessment is a lengthy process, with time being taken to schedule, carry out and analyse many different assessments and pieces of evidence. Everyone involved has six weeks to provide their advice, and it must be provided within 12 weeks of the original request for assessment. This is known as Stage 2 of the education health and care plan process.

information

When children or young people move into Somerset during the process of being assessed for an Education, Health and Care plan, We will look at where in the process the former local authority was, to inform whether this process can be continued from where it got to, or whether a new assessment process is required to start.

 

Using the SEND Portal

The Special Educational Needs and Disabilities Portal is a secure online system used to safely share sensitive information during the Education, Health and Care (EHC) needs assessment process.

There are two versions of the portal:

Both professionals and parent carers can:

  • See who has been asked to provide advice for the assessment
  • View submitted advice once it’s available
  • View draft and final Education, Health and Care plans (if moving onto the next stage)

To view advice submitted by professionals, parent carers must email us and ask to be added as a verified user on their child’s account.

For help using the portal, please refer to the step-by-step guides available in the downloads section.

Gathering advice

When making a decision about whether to issue an Education, Health and Care plan, all advice gathered during the assessment is considered, including:

  • information about your child’s special educational needs across the four areas of Special Educational Needs and Disabilities (SEND)
  • educational advice from the early years setting, school or college
  • medical advice from a healthcare professional (find out about changes made to the medical advice form)
  • psychological advice from an educational psychologist
  • social care advice
  • advice from anyone else that we think is appropriate

We will also want to know what you and your child think about their strengths and aspirations. As well as difficulties and what help you think is needed to support them.

If you have already provided information about your child as part of your request (for example the Appendix A), you do not need to repeat this.

important

The statutory timescale does not pause during the school holidays. This may mean during the summer the educational psychologist is unable to observe the child in a school setting or talk to school’s staff.

Making a decision

A decision will be made based on all the advice we have gathered from you, your child and other professionals and services during the assessment. A multi-disciplinary panel of professionals will decide whether to issue an Education Health and Care plan.

Sharing the decision

The local authority must decide and communicate the decision to the child’s parent carer, or the young person within 12 weeks of starting the assessment, which should be 16 weeks after receiving the original request.

If the decision is not to issue an Education Health and Care plan the young person or the parent carer will be told about the reasons why. The advice gathered during the assessment process can still be used by your child’s school, college or setting to support your child’s needs. You will be given information on how to appeal this decision if they wish to do so. Find out more on disagreements pages.

Last updated: December 2, 2025

Next review due: June 2, 2026

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