SM
Case #2031 In Progress — Report Drafting

Aria Thornton

Statutory Educational Psychology Assessment
Date of Birth 12 June 2014 (age 11)
Referrer Mrs J. Hargreaves, Maplewood Primary
Assigned EP
Dr Nikki Palmer
Dr Nikki Palmer
Opened 3 March 2026
Invoice Status Paid — £1,895
Overview
Documents
Schedule
Communication
Invoice
Key Dates
Referral Received
3 March 2026
Assessment Completed
28 April 2026
Draft Report Due
14 May 2026
Final Report Deadline
27 May 2026
Outstanding Tasks 2 of 5 remaining
Consent form received & signed
Assessment session completed
Assessment notes uploaded
Draft report — in progress 60% EP Action
EP peer feedback & sign-off
Final report issued to referrer
Draft Report Progress 60%
Case Notes
Dr Nikki Palmer 28 April 2026, 14:30
Assessment session completed successfully. Aria was engaged throughout. Noted some significant difficulties with working memory tasks (WISC-V). Plan to reference CATT framework in report where relevant to observed emotional regulation patterns. Parents very supportive — will share draft with school SENCO first for comment.
Sarah Miller 3 March 2026, 09:20
Case opened following referral from Maplewood Primary. SENCO (Mrs J. Hargreaves) seeking EP assessment ahead of EHCNA application to Norfolk County Council. Invoice raised and paid. Consent pack sent by secure portal link.
Next Action
EP to complete and upload draft report
Due: 14 May 2026 — 19 days remaining
Automated Notifications
Referrer notified — assessment completed
28 April 2026 · Auto-sent
Draft report due reminder sent to Dr N. Palmer
25 April 2026 · Auto-sent
Consent form receipt confirmed to parent
10 March 2026 · Auto-sent
Case Summary
Days Open 53
Documents 8
Case Type Statutory EHCNA
Funding Private — School
Filter
Case #2031 — Aria Thornton
↓ Received Documents received from referrer & client
6 files
Document Date Received Status
RF
Referral Form
Submitted via web form · Mrs J. Hargreaves, Maplewood Primary
3 Mar 2026 Received
SA
Signed Service Agreement
Signed digitally · Mrs L. Thornton (parent)
10 Mar 2026 Signed
QG
Q-Global: OSA
Online Survey Assessment · Completed by parent
18 Apr 2026 Received
QG
Q-Global: MCMI-IV
Millon Clinical Multiaxial Inventory · Completed by parent
18 Apr 2026 Received
QG
Q-Global: BASC-3
Behavior Assessment System for Children · Completed by SENCO
20 Apr 2026 Received
QG
Q-Global: Shaywitz DyslexiaScreen
Completed by SENCO · Mrs J. Hargreaves
22 Apr 2026 Received
↑ Sent Documents issued to referrer & client
2 files · 1 pending
Document Date Status
AN
Assessment Notes
Dr Nikki Palmer · EP Assessment Session 28 Apr
28 Apr 2026 Uploaded
DR
Draft Report
Awaiting upload from Dr Nikki Palmer — 60% complete
Due 14 May 2026 Pending
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Document Activity
Dr N. Palmer uploaded Assessment Notes
28 Apr 2026 · 16:42
Shaywitz DyslexiaScreen received from SENCO
22 Apr 2026 · 11:07
BASC-3 received from SENCO
20 Apr 2026 · 09:55
Q-Global OSA & MCMI-IV received from parent
18 Apr 2026 · 14:23
Signed Service Agreement received
10 Mar 2026 · 10:18

1 appointment scheduled

Manage appointments in the Scheduling section.

Secure encrypted message thread with Mrs J. Hargreaves — Maplewood Primary School. All messages are end-to-end encrypted and logged to this case record. 4 messages · 2 unread by referrer
JH
Mrs J. Hargreaves · Maplewood Primary
Hello, I wanted to check in on Aria's assessment — do you have any update on when the report will be ready? The school is keen to have it in advance of our EHCNA submission to Norfolk County Council.
22 April 2026 at 09:15 · Read
SM
Sarah Miller · PaPPS Administrator
Hi Mrs Hargreaves, thank you for getting in touch. Dr Nikki Palmer completed the assessment on 28 April and is currently writing up her findings. We expect the final report to be ready by approximately 20 May. You will receive an automatic notification via the portal as soon as it's available to download securely.
22 April 2026 at 11:32 · Delivered
JH
Mrs J. Hargreaves · Maplewood Primary
That's great, thank you. One question — will the report be formatted in a way that's suitable for inclusion in a formal EHCNA submission to Norfolk County Council?
24 April 2026 at 14:07 · Read
Dr Nikki Palmer
Dr Nikki Palmer · Consultant EP
Hi Mrs Hargreaves — yes, absolutely. The report will meet all statutory requirements for an EP report within an EHCNA, including the sections required by the SEND Code of Practice 2015. It will be comprehensive and written to a format that Norfolk County Council will accept. Please don't hesitate to get in touch if you need anything else in the meantime.
24 April 2026 at 15:50 · Delivered

Invoice #INV-2031 — £1,895.00 — Paid

Comprehensive Assessment — paid 8 March 2026.