EHCP needs assessment requests and reassessments
Support where a case needs a properly structured assessment request, a stronger evidence base or a clearer rationale for reassessment.
Strategic SEND support for case managers working with complex education needs
Navigate SEND supports case managers who need a clear, reliable partner for EHCP-related issues, provision concerns, annual reviews and broader SEND planning.
Where education has become a pressure point within a wider case, we help bring structure, evidence and momentum to the next stage of planning. Our role is to clarify the issue, identify the strongest next step and support clean case progression.
Typical reasons for referral
- An education pathway needs clarifying within a wider rehabilitation or case management plan
- An EHCP needs assessment request, amendment or annual review is becoming complex
- Provision in an existing EHCP is not being delivered in practice
- The case needs more structured evidence and clearer next-step planning
- There are multiple professionals involved and education needs sharper coordination
- You need a strategic partner rather than another generic service provider
EHCP requests and reassessments
EHCP ammendments
EHCP annual reviews
Provision is not being delivered
WHY THIS PAGE EXISTS
Education often becomes the missing piece in otherwise well-managed cases
Case managers are often coordinating complex packages involving health, therapy, rehabilitation, family systems and wider functional planning. Education can become one of the least clear parts of the picture, particularly where SEND processes are already under strain.
Navigate SEND helps by bringing a more structured, education-focused lens to the case. We support with SEND-specific strategy, planning, requests, reviews and provision issues so education is not left as the unresolved part of an otherwise coordinated package.
HOW WE SUPPORT CASE MANAGERS
Focused support around the education points that most often need intervention
Focused, productised SEND support built around the points where families and professionals most often need help.
EHCP amendments
Support where an existing EHCP no longer reflects current needs, provision or outcomes and requires a more strategic amendment process.
Annual reviews
Support with pre-review preparation, evidence organisation, issue identification and post-review next-step planning.
Provision not being delivered
Support where agreed educational provision is absent, inconsistent or not functioning in practice despite what is written into the plan.
Requests to local authorities for provision
Support in setting out what is required, how the evidence supports it, and how the request should be structured.
Ongoing SEND strategic advisory
Retained support for cases where education planning needs continuity over time and tighter integration with the wider case management picture.
HOW REFERRAL WORKS
A structured route from referral to case progression
Referral or discussion
You send a referral or book a case discussion so we can understand the case context, urgency and likely education pathway.
Triage and fit
We review whether the case is the right fit, what type of support is needed, and where within the education/SEND process the main issue sits.
Scope and proposal
We set out the likely service route, expected outputs, timescales and practical next steps clearly.
Evidence and onboarding
Relevant records, reports and educational context are gathered so the work is grounded in the real case picture.
Strategic delivery
The agreed work is delivered in a focused way, with case progression, communication and next-stage planning kept clear.
Need to discuss a complex case?
If education is one of the sticking points in a wider case, we can help identify what support is needed and where the strongest entry point is.
WHAT MAKES THIS USEFUL?
A more strategic education partner inside a wider case
Case clarity
We help clarify what the education issue actually is and where the strongest route forward sits.
Structured evidence
We help organise the educational picture so the case is easier to progress and explain.
Continuity
Where needed, support can continue across multiple stages rather than stopping at a single conversation.
Fit with wider planning
The work is designed to sit alongside broader case management rather than operate in isolation.
What to include in a referral
It is usually helpful to include a short case summary, current educational concerns, any relevant reports, details of current provision or placement, and the practical question you need answered first.
If the case is urgent, explain why. If there is an existing EHCP, annual review paperwork, or a provision concern, include that where possible.
Start a referral →
FAQ'S
Questions case managers often ask
How does Navigate SEND work with case managers?
Navigate SEND supports case managers as a strategic education-focused partner, helping structure SEND issues, clarify next steps, and progress cases involving EHCPs, provision and review points.
Can you support litigation-funded or complex multi-agency cases?
Navigate SEND is designed to support complex and evolving cases where continuity, structure and strategic oversight are important. Suitability depends on the circumstances of the case.
Can you help if provision in the EHCP is not being delivered?
Yes. This is one of the common situations we support with, including clarifying the issue, reviewing the evidence and structuring the next step.
How do we refer a case?
The simplest route is to send a referral or book a case discussion so the situation, priorities and likely pathway can be reviewed.
NEXT STEP
Need a clear education strategy for a live case?
If you need a focused discussion about a case, the simplest route is to refer it or book a case discussion so the priorities and likely pathway can be reviewed.