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Case history and EHCP tracking

A client’s case history is the clinical background behind their record — development, previous therapy, family and language context, and, for children, their EHCP — captured once in a structured place, so you’re not hunting back through old notes before an assessment or a review meeting.

A completed case history on Oliver Brown's record, showing overall completion, a 'Final EHCP in place' status badge, and collapsible sections for presenting concerns, family and languages, developmental milestones, birth and medical history, communication and EHCP statusA completed case history on Oliver Brown's record, showing overall completion, a 'Final EHCP in place' status badge, and collapsible sections for presenting concerns, family and languages, developmental milestones, birth and medical history, communication and EHCP status

The sections

Section titled “The sections”

Every client gets four shared sections: Presenting Concerns, Family & Languages, Previous Assessments & Therapy, and Current Communication.

Children additionally get Birth & Medical History, Developmental Milestones, EHCP Status, and Behavioural Profile. Adults instead get Living Situation & Occupation, Capacity & Consent, Medical History, and Swallowing.

Allergies and diagnoses recorded under Birth & Medical History also surface as badges at the top of a paediatric client’s record.

Filling it in

Section titled “Filling it in”

  1. On the client record, choose Start (or Edit, once something’s recorded) to open the case history.

  2. Move between sections using the tabs — your answers save as you go, so switching sections or closing the form part-way through doesn’t lose your work.

  3. Back on the record, expand any section to preview what’s recorded, or choose Edit Section to jump straight into it.

A progress bar tracks how much of the core information is filled in overall, and each section shows at a glance whether it’s complete, partly done, or not started.

EHCP tracking

Section titled “EHCP tracking”

For children with — or working towards — an Education, Health and Care Plan, the EHCP Status section records the full picture:

  • EHCP status
  • Key dates: application, decision, and final issue
  • The named school
  • SLT provision specified in the plan
  • Annual review dates — last and next

Keeping it up to date

Section titled “Keeping it up to date”

When a client’s case history is incomplete, Practicos shows an alert on their record that jumps straight to the section — so you always know what’s still to capture.