Annual Review of Education Health Care Plans

In order to maintain the effective person-centred approach that the Transfer meetings have achieved, the Local Authority (LA) has amended its Annual Review Process. The process has been streamlined and additional documents kept to a minimum. The LA wishes to ensure that Educational Health and Care Plans remain pertinent, relevant and up to date. Settings, schools and colleges are required to follow guidance and any requests for changes to the plan should be made on the Annual Review Report and not made on the Plan itself. See guidance below.

Digital Annual Review Form - Launching September 2024

We are pleased to announce that the Digital Annual Review Setting Form is now available for you. This is the form you fill out and submit to KCC when undertaking a child or young persons Annual Review.

KCC have been working alongside a number of education settings, like yourself, to develop this digitised version of the Annual Review Form.

The new Annual Review Form is now live, as of Monday 2 September 2024.

The review work included initial engagement sessions, feedback workshops and feedback forms. The support and input received from schools and colleges has played a crucial role in shaping this new form.

Based on feedback from settings, we have worked to make the form easier to navigate, eliminating the formatting issues experienced with a Word Document, and provide a secure way to submit your annual review paperwork.

At the same time, this form ensures all the relevant information, and views are still captured. This also helps us complete our tasks in a more efficient way, which will be of further benefit to the children, young people, and families of Kent.

To access the new Annual Review Form, please use the following link:

Digital Annual Review Form

Digital Annual Review Form- Update

With the majority of educational settings now using the digital annual review form, we would like to thank you all for your valuable comments, feedback and support. As of December, we have received over 3000 digital annual reviews from you. These digital annual reviews have been from over 460 settings including mainstream, special, independent and SRPs.

Your input has been instrumental in helping us make several key improvements, including:

Enhancing the user interface for a more intuitive and user-friendly experience.
Introducing features that allow several members of your setting to work on the form in turn. This ensures that there is a clear audit trail of who made changes and when, also preventing errors from simultaneous edits.
Implementing additional guidance and support to assist with the completion of the form.

Thank you for your continued support and cooperation on this.

We are pleased to see that the majority of you are already submitting your annual reviews through the new form. By January 2025, all annual reviews will need to be submitted through the digital annual review form. If you haven't yet tried the new form, we encourage you to check it out. Further information on the digital annual review form and FAQs is available below.

If you encounter any issues with the digital annual review form, please do not hesitate to contact us via:

Contacting your allocated Casework Officer, or

Completing the online MS form

Further information on the digital form

Saving and coming back to the form

This form can be partially completed and come back to at a later time or date.

To do this, please select save. You will then receive an email with a link to come back to the form, or you can your forms this under ‘My requests’.

My requests

You can view your current and previous submissions under ‘My requests’.

Please use this link to access - My Requests

Please note, this will list all your Granicus form submissions.

Collaborating on the form

This form can be completed by one person, or partially completed and then sent onto another member of staff in your setting to complete.

Please make sure the email address you enter is accurate. If it is incorrect, you will need to recomplete this form with the correct details, we will not be able to retrieve it.

Then, navigate through each page of the form, complete as much as you can and then press submit at the end. We'll then send an email inviting them to contribute.

Please note: you must select submit on the last page of the form to trigger the form to be sent to another member of staff.

Submitting the form to KCC

On the last page visible to you on the form, you will either be asked to submit to another colleague or to sign the declaration and submit the form to KCC.

To proceed with submitting the form, you will be asked to ensure that you have reviewed (clicked on) each tab, this helps ensure as much information has been added by each colleague as possible.

You must select submit for the form to be sent to KCC and processed. KCC will only receive the form when the form states it is being sent to KCC (not to another colleague).

Once the form has been submitted, you will see an option to download the completed form as a PDF.

Digital Annual Review Form FAQs

Please find further information in the Digital Annual Review Form FAQs (PDF, 89.9 KB).

Education, Health and Care (EHC) Needs Reassessment

Following an Annual Review, there may be a need to have a statutory reassessment of the child’s or young person’s needs. This would be if a child’s or young person’s (who is aged over 16 to 25) educational or health needs, or situation changes significantly.

This means having a new EHC needs assessment.

The Local Authority may carry out a reassessment if the parent/carer or young person, or the education setting request one, as long as:

It has been more than six months since the last EHC needs assessment was completed
The LA decide or agree a further EHC needs assessment is required

The LA may however carry out a reassessment at any time it thinks it is necessary.

When the LA receives a request for a reassessment, they must inform parent(s)/carer(s) or the young person whether they will reassess or not within 15 calendar days. If the LA decides not to re-assess, the parent(s)/carer(s) or young person aged over 16 have the right to appeal that decision and to go to mediation or tribunal.

The process for a reassessment is the same as an EHC needs assessment. The law states that a reassessment must take no more than 14 weeks from when the decision is made to re-assess, to when a final EHC plan is issued.

Information Sharing

Documentation and guidance for Annual Review.

Feedback

If you have any feedback you would like to give or have any queries about this page then please do visit our we want to hear from you page to find relevant contact details.