SEND Portal

SEND Portal

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What is the SEND Portal?


 

It is used by Newcastle Council’s SEND Support, Assessment and Review (SAR) team to gather key information around EHC assessments, plans and we will soon be using it for reviews.

 

It is a secure website where sensitive information can be shared safely and, when fully implemented, will enable parents/carers/young people and professionals from education, health, and social care to:

  • securely submit EHC referrals and professional advices.

  • check the status and track the progress of an EHC assessment.

  • enable the EHC plan to be viewed on-line.

  • view copies of annual reviews.

Registration/Log on


 

Professionals

To register or log on to the SEND Portal, please follow this link:

 

Professional Portal

 

Click on the link below for a step-by-step guide on how to register or log on:

 

Step-by-step guide for Registration

 

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Parents/Carers or Young people

To register or log on to the SEND Portal, please follow this link:

 

Citizen Portal for Parents/Carers/Young people

 

Click on the link below for a step-by-step guide on how to register or log on:

 

Step-by- step Guide for Registration

 

 

Please watch our video below for a step-by-step guide for parents/carers about how to sign up and submit a request for EHCP assessment through the SEND Portal:

 

 

EHC assessment requests- Professionals

 

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For professionals the application can be completed on the template below:

 

 

Newcastle EHC Assessment Request including Health and Social Care Screening questionnaire

 

 

And then uploaded to the SEND Portal on the following form:


 

Supporting documents can also be uploaded alongside this.

EHC assessment requests- Parents/Carers/Self-referral

 

 

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For parents/carers/self-referral  the application can be completed on the SEND Portal using the below form:

 

 

This method allows for full visibility during the EHC assessment process.

 

Alternatively, the EHC request template below can be used by parents/carers and then uploaded at Step 3:

 

Parent/carer EHC needs assessment and contribution form

 

 

Benefits of the SEND Portal

 

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Parents/carers and young people can:

  • Share their views directly via the SEND portal.

  • Have full visibility of all the information being provided by schools and professionals during the process.

  • Have more control over how and when they submit information in support of their request.

  • Receive regular updates to tell them how things are progressing.

 

 

Welcome to our great city | Newcastle City Council

 

SEND caseworkers and business support staff can:

 

  • Manage a more efficient and effective EHCP process. Demonstrate increased visibility and transparency of decision-making. 

  • Automatically collate information from various contributors.

  • Reduce the amount of scanning and re-typing required, allowing teams to spend more time providing support to children and families.  

  • Allow the system to send automatic reminders which will help to speed up the EHC assessment process.

 

 

 

External SEND professionals can:

 

  • Access a more complete picture, giving them a better understanding of the context of the child to provide the most appropriate person-centred advice.

  • Receive automatic reminders of statutory timescales.

  • Have clear history of all the information they’ve shared with the SEND team in one place.

  • Organise their workflow more efficiently so they can work on the most urgent cases first.

 

 

 

Schools can:

 

  • Have a better understanding of the needs of children with SEND in their school, enabling them to support children more effectively as a result. 

  • Benefit from the automatic reminders of approaching statutory deadlines.

  • Organise their workflows more efficiently to ensure the most urgent cases are focused on first.

 

 

SEND Portal Forms

 

 

If the EHC Panel agree to an assessment, information and/or advices will be requested from the children/young people, parents/carers and a range of professionals (where applicable). Please see the table below which explains what and how each form can be used and also the template that may be used and then uploaded:

 

 

 

Forms for Parents/Carers and Children/Young people

 

Form Name

Description

Template

Child or Young Persons Views 

This form would be used to provide the child/young person’s views.

This form has 8 steps and should be completed in collaboration with the child/young person.   Prompt questions on each step can be used to support the discussion.

Each section may include a few words, bullet points, short sentences or pictures/photos.

Alternatively, steps 1-6 can be left blank, and a completed template could be uploaded at Step 7. Extra information and/or evidence can also be uploaded here. Step 8 is a checking step.

Pupil View Guidance Sheet

 

Pupil View Template – Bubble

Pupil View Template – Plain

Pupil View Template – Symbols

 

Pupil View Prompts

Parent Carer contribution and request for a statutory Education, Health and Care Needs Assessment

This form can be used to request an EHC assessment for a child/young person or to provide a contribution to an assessment when a referral is completed by a professional.

This form has 4 steps. Steps 1 and 2 have a series of questions in support of an application, with some allowing up to 30,000 characters of information to be written.

Alternatively, a template could be completed and uploaded at Step 3. Extra information and/or evidence can also be uploaded here. Step 4 is a checking step.

Parent/ Carer EHC Needs Assessment Request and Contribution template

Parent, Carer or Young Person form to write or upload further information.

This form gives the parent/ carer/young person the opportunity to add information to an assessment. 

This form has 3 steps. Step 1 allows up to 30,000 characters of further information to be written.

Step 2 allows further information/evidence to be uploaded. 

If a professional has requested an EHC assessment, then the parent/carer contribution template could be uploaded at Step 2. Step 3 is a checking step.

Parent/ Carer EHC Needs Assessment Request and Contribution template

Parent/Carer Views – Question List

This form gives the parent/carer the opportunity to add information to the assessment with a series of 8 questions. 

This form has 2 steps. Each question allows up to 30,000 characters of information to be written.

 

Pupil Views - Questions

This form gives the child/young person the opportunity to add information to the assessment with a series of 8 questions. 

This form has 2 steps. Each question allows up to 30,000 characters of information to be written.

 

Parent or Carers reply to Agree or Disagree and suggest changes to Draft EHC Plan

This form is used in response to the draft plan.

This form has 4 steps. Step 1 asks for some personal information to be completed and whether you agree or disagree with the plan. If the answer is ‘No’ then please give reasons in the text box available.

Step 2 asks if the contents of the ‘assessment’ are accepted and questions around placement preference. 

Step 3 asks if any further discussions are needed. Step 4 is a checking step.

 

Upload or Change an existing Photo of the Child or Young Person we currently hold.

This form allows a photo to be uploaded or changed.

This form has 2 steps. Step 1 allows an image to be uploaded. Step 2 is a checking step.

 

 

Forms for Professionals

 

Form Name

Description

Template

Careers Advice Guidance

This form has 4 steps. Step 2 requires a brief description of what is being uploaded. Step 3 is where documents can be uploaded. Steps 1 & 4 are checking steps.

Own template used.

Early Years SEND Document Sharing Facility

This form has 4 steps. Step 2 requires a brief description of what is being uploaded. Step 3 is where documents can be uploaded. Steps 1 & 4 are checking steps.

Own template used.

Education Advice following Parental Request/ Self-Referral for a Statutory EHC Needs Assessment

This form is completed by school/setting when a parent/carer requests an EHC Assessment.

 

This form has 5 steps. Step 2 is where the template can be uploaded. Step 3 is where supporting and additional documents/evidence can be uploaded. Step 4 allows extra information to assist the request and assessment to be attached. Steps 1 & 5 are checking steps.

Education Advice for Parent/carer Requests and Self-referral

 

Educational Information and Document Sharing Facility

We are required legally to send a Notice 2 request (Advice) following the LA decision to assess. As you have possibly already submitted a comprehensive request form, please can you complete the Educational advice form and let us know that you have nothing more to add to your original information in the text box on Step 2 and proceed to the submit form section and submit.

If there have been any changes since the referral (such as a child moving, changing who they live with etc) then please enter those details in the text box at Step 2 and submit the form.

Step 3 allows you to upload extra information to contribute to the process stating the reason why and what it is your uploading then submit. Step 4 is a checking step.

 

Educational Psychology Document Sharing Facility

This form has 4 steps. Step 2 requires a brief description of what is being uploaded. Step 3 is where documents can be uploaded. Steps 1 & 4 are checking steps.

Own template used.

Form to Upload Completed Request for: EHC Needs Assessment for CYP aged 0-25

This form has 5 steps. Step 2 allows the completed Request for Assessment ot be uploaded. Steps 3 & 4 allow for extra supporting information and evidence to be uploaded. Steps 1 & 5 are checking steps.

Newcastle EHC Assessment Request incl Health and Social Care Screening questionnaire

 

Medical/Nursing Document Sharing Facility 

This form has 4 steps. Step 2 requires a brief description of what is being uploaded. Step 3 is where documents can be uploaded. Steps 1 & 4 are checking steps.

Medical/Nursing Advice Template

 

New form from 16/05/2023 Request for: Education Health and Care Needs Assessment for CYP aged 0-25

This form was previously used by professionals to request an assessment and so will still appear on some portal accounts.

This has now been replaced with ‘Form to Upload Completed Request for: EHC Needs Assessment for CYP aged 0-25’. 

 

 

SEND Outreach Service Document Sharing Facility

This form has 4 steps. Step 2 requires a brief description of what is being uploaded. Step 3 is where documents can be uploaded. Steps 1 & 4 are checking steps.

Own template used.

Sensory VI and HI Document Sharing Facility

This form has 4 steps. Step 2 requires a brief description of what is being uploaded. Step 3 is where documents can be uploaded. Steps 1 & 4 are checking steps.

Own template used.

Service Involvement Confirmation Form

This form has 3 steps. Step 2 requires an indication of whether the service will be contributing or not, and if so who would the assigned professional be. Steps 1 & 3 are checking steps.

 

Social Care Document Sharing Facility

This form has 4 steps. Step 2 requires a brief description of what is being uploaded. Step 3 is where documents can be uploaded. Steps 1 & 4 are checking steps.

Social Care Advice Template

 

Therapy Document Sharing Facility 

This form has 4 steps. Step 2 requires a brief description of what is being uploaded. Step 3 is where documents can be uploaded. Steps 1 & 4 are checking steps.

Therapy Advice Template

 

The Draft EHC Plan Agree or Disagree Form

This form has 4 steps. Step 2 asks for some personal information to be completed and also whether you agree or disagree with the plan. If the answer is ‘No’ then please give reasons in the text box available. Step 3 allows for further information or evidence to be uploaded. Steps 1 & 4 are checking steps.

 

 

Implementation of the SEND Portal

 

 

For Professionals, the portal is now open for all EHC needs assessment requests, we no longer accept requests in any other format.

 

If you are a parents/carer/self-referral we urge you to submit EHC needs assessment requests on the Citizen portal. If you need any help, please contact:

Ann.Banks@Newcastle.Gov.UK 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Frequently Asked Questions about the SEND Portal and EHC request form

Question 1: I'm a professional how do I register on the SEND Portal and how do I make EHC requests?

Guide to registering on the SEND Portal - for Professionals.

Guide for professionals: How to make a request for an EHC needs assessment on the SEND Portal

Question 2: Where do I find the link to the SEND Portal?

It is in the guidance documents in question 1.

Or you get to it here: https://www.newcastlelea.org/ProfessionalPortal_LIVE

Question 3: Can I continue to email or post my EHC requests?

For the time being but we will only accept request via the portal from 1 April 2023.

Question 4: How do I upload my request and supporting information to the portal?

On the screen with the listed children (see below) please select Add Person. You then add the child and then you can upload the request.

Question 5: I've already submitted our EHCP for our children, do I need to upload everything to the portal or is it all okay for this year being the paper/email version?

You do not need to resubmit requests already made via the portal. But from April 1 we will only accept requests made via the portal.

Question 6: Does the 20-week process start from the point you submit the request on the portal?

Yes it does.

Question 7: Is this just to fill in an EHCP form? As we were told the ASAP form was to be sent this way for claiming funding

Yes it is just for EHCs. There is a separate referral route for ASAP which you can find here: SEN Advice and Support Allocation Panel - Newcastle City Council (achieveservice.com).

Question 8: I want to add additional information to support my request for assessment. Can I attach documents to the portal? Can you upload more than one file in each section?

If you want to add more information or evidence to an already submitted request then just click edit on the request from. State the reason why you are editing and resubmitting the form, on section 2, if it’s a requested document or section 3 where you can attach documents there.

If further information is requested by the SEND Support Assessment and Review (SAR) Team or Caseworker or you want to add further information in the assessment stage then use the form titled Educational Information and Document Sharing Facility in the Assessment Tab. Take a look at the screen shots below: 

 

  

Question 9: The system logged me out unexpectedly and my work was not saved.

The system has been designed to log you out after 10 minutes, we will be upgrading the system which will incorporate a pop-up message after 9 minutes to ask if you wish to continue to be logged in. Before that upgrade it’s best to press the “save and continue” button and then press the “back” button or section heading which allows your work to be saved as some sections asks for a lot of textual answers.

For security we would always recommend you press save and continue on the section you are working on before logging out.

Question 10: Do messages from the portal come to our email or is it just on the system?

Messages will go to the email you registered with. We advise that you set up a generic emails account for your school with a couple of users so that emails can be followed up when people are not in work.

Question 11: If the SENCO role is shared within a school and each person has registered using their own details, can a child's information be shared with access available from each adult?

A school/setting can have many users registered using their own email address and login details. The Caseworker or Business Support at the Local Authority can then select on each child’s involvement who is to have ‘Portal Sharing’.  We advise that you set up a generic email account for your school with a couple of users so that emails can be followed up when people are not in work.

Question 12: Will I be able to access the two schools I work at from the one portal?

Yes, once registered you will be able to see all children you work with as the Caseworker or Business Support at the Local Authority can then select on each child’s involvement who has portal access. For example, a health worker will have many children on their portal view and all children will be at different schools. 

Question 13: Will historical EHCPs be put on this list? Are we to use this to complete annual reviews from now on? 

Eventually when we use the portal for the annual review process. But at the moment we are just trying to get people used to putting requests in.

Question 14: The portal limits you to 10mb which is too small for files that have photos and 30,000 characters is too small for some of the information. 

You can enlarge the memo fields on the online portal forms by dragging down. As below.

The Apostrophe error will be fixed in the next upgrade of the system. Until then to stop the apostrophe error any copied text could be copied into Notepad then copied into the portal fields to stop the apostrophe error.

Unfortunately, 10MB is the maximum size.

The Request for an Assessment form has been designed to capture comprehensive information to get the process started. Therefore, if you have graphics or tables then these should be named accordingly and upload in the last section of the form. There are no plans to allow graphics or tables into a memo field.

All the pupil and parent contribution forms on the local offer page are within the 10mb size. 

Question 15: The portal doesn't seem to like text separated into paragraphs with a space between each paragraph

One of our SENCOs has reported this - and she found that it works if she pastes each paragraph in separately.  

 We have tried from our end and it seems to work. But we have logged a question with Capita.

Please let ann.banks@newcastle.gov.uk if you come across a similar issue.

Question 16: I've got the dreaded Error code '403 forbidden'

This is usually to do with firewall or site being blocked - please contact your IT.

Question 17: I have the 404 Error Code.

If you get the “Error 404” this signals the website you were trying to reach couldn't be found on the server. This occurs if your ICT team have worked on or updated your server or firewalls etc. To rectify this please delete your saved favourite Portal Link and use this link https://www.newcastlelea.org/ProfessionalPortal_LIVE/ or open a new browser and copy and paste the link. Once you have access you can save this link into your favourites. 

Question 18: When will parents/carers be able to use the portal?

 

The Citizen Portal is now LIVE and Parents/ carers and Children can have their own user account and see, share and contribute to their Plan. This is the same system as citizens use to request SEND transport or a school placement.

Question 19: Who do I contact if I need help?

Please email:

Portal technical queries: Steven.Embleton@Newcastle.gov.uk

Any other queries:Ann.Banks@Newcastle.gov.uk

Question 20: Can I add supplementary information to the request form once I have submitted it?

The new request form is designed to capture all the information needed for the EHC assessment and therefore it will not be necessary to seek further advice from schools and settings. If you feel you have further information please upload it to the portal. If it is at initial stages, you can Edit and resubmit your form and there is a text box for you to say, what is it you have changed and why. The system will keep your first submitted form as version 1 and resubmitted forms will then become version 2 and so on. 

Question 21: How many SEND Support plans would you like to see?  

You can mention on the form when a SEN Support Plan was first put in place.  As the SEND Code of Practice states (Page 100), it should be reviewed regularly. Normally 3 terms of SEN monitoring and review should be provided.

Question 22: Should new EHCP annual reviews include only long-term targets within the paperwork and not short-term targets

As recommended by the DfE, an EHCP should be working towards long term targets, ideally at key stage.  This does not mean that school cannot put in place their own short-term targets to share and discuss with parents, but these should be on an IEP or equivalent.  This will then help to identify a small step approach and will be useful to see how the child/young person is progressing towards the ultimate goal. 

Question 23: How many outcomes should be provided for the 4 broad areas of need? 

There should be one outcome for each identified need within the four areas, so if you have identified two issues relating to cognition and learning (C&L), there should be two corresponding C&L outcomes to address those needs.

Question 24: If you are requesting an assessment for primary age pupils, do you need to provide an outcome for each Preparing for Adulthood outcome?

The PfA areas must be completed for children in Y9 and above but can be used for any child if appropriate.  In Newcastle we want to promote the PfA from the earliest age.  This could be developing self-care skills, road safety, healthy eating etc

Question 25: Who do I contact if I need help?

For help in how to complete the EHC request - please contact your SEND Caseworker.

 

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