LEARNING INSIGHTS LIMITED -TERMS AND CONDITIONS
Fees are based on an hourly rate and are competitive with other psychologists offering consultations, assessments and guidance.
Services to parents and adults are strictly confidential. Contact with schools and other sources of information are made only with the expressed wishes of parents. Any forms requiring completion are passed through the parents. Reports written on any child are only made available to parents who it is hoped will provide the school with a copy. Copies of reports are not made available to anyone else except with parents' written permission.
For a child the assessment face-to-face may take two to two and a half hours. Further time is made available to the parents for discussion. A detailed family history is obtained and a form for schools to complete is also provided. The assessment content and time varies depending upon the age and ability of the child and the nature of questions parents seek answers for.
A detailed written report is provided. Where requested, we liaise with schools and other professionals related to the child's needs, refer the child to other educational, medical or professional specialist, and indicate where resources and other facilities can be obtained.
EDUCATIONAL SCREENING ASSESSMENTS
Adults requiring educational screening for college, university or simply to evaluate their present level of ability follow the same protocol as described above. Written documentation for examination boards is provided in addition to the report. Full re-assessment is required by the examination boards for the provision of examination documentation if more than two years has lapsed between the current and any previous assessment(s).
ABILITY SCREENING ASSESSMENT
If it is identified through screening that further assessment is required, then the screening assessment fee is deducted from the full assessment fee.
EXAMINATION BOARD DOCUMENTATION
If an individual has already been diagnosed as having specific learning difficulties (dyslexia, dyspraxia dyscalculia, Non Verbal Learning Difficulties NVLD) then only the educational screening assessment is required. Such documentation can be submitted to colleges, universities and institutions of higher education.
SOCIAL AND EMOTIONAL ASSESSMENTS
REPRESENTATION AT TRIBUNAL
TERMS: Fees are payable PRIOR TO ANY report delivery unless otherwise negotiated. Consultation fees will be payable to Dr Sharon Lloyd and an administration fee to Learning Insights Administration to the total of the fee schedule as agreed. If an appointment is cancelled or missed, Dr Lloyd reserves the right to charge the administration fee. If a cancelled appointment is rebooked, Dr Lloyd reserves the right to charge the full assessment fee in advance.
Late payment of invoices:
Medical insurance companies have accepted claims for fees when a medical consultant has made a referral to a psychologist, but not all do so.
Please check with your insurance company.
General Data Protection Regulation (GDPR)
In relation to an assessment and subsequent report for:
Name of Person Being Assessed: _____________________________________________
Date of Birth: _________________________________
Name of parent / Guardian (where applicable): ___________________________________
Please tick in each box:
I hereby give consent for Learning Insights Ltd (Dr. Sharon Lloyd) to gather relevant details in readiness for the evaluation/report.
In addition, I consent to Dr. Sharon Lloyd conducting the evaluation and writing up the findings in a report. I am happy for this report to be sent, hard copy, through the post.
I consent to Learning Insights Ltd storing the personal data provided and gained during the evaluation. The Data Controller is Dr. Sharon Lloyd.
I give permission for Dr. Sharon Lloyd to use handwriting samples or findings from the normed tests, anonymously, in talks and educational writings.
Please print name:
Document Author: Dr. Sharon Lloyd (Company Director and Data Controller)
DATA PROTECTION POLICY
Email Contact Details: firstname.lastname@example.org
Company Name: Learning Insights Limited
Document Saved: 12th May 2018
The policy describes the information that Learning Insights Ltd collects when you use our services. This information includes personal information as defined in the General Data Protection Regulation (GDPR) 2016 [and the subsequent UK Data Protection Bill that is expected to be enacted in 2018].
The policy describes how we manage your information when you use our services, if you contact us or when we contact you. Learning Insights Ltd uses the information we collect in accordance with all laws concerning the protection of personal data, including the Data Protection Act 1998 and the GDPR 2016. As per these laws, Dr. Sharon Lloyd is the data controller. If your questions are not fully answered by this policy, please contact Dr. Sharon Lloyd via email at email@example.com If you are not satisfied with the answers from Dr. Sharon Lloyd, you can contact the Information Commissioner’s office (ICO) https://ico.org.uk.
Why do we need to collect your personal data?
We need to collect information about you so that we can:
What personal information do we collect and when do we collect it?
How do we use the information that we collect?
Where do we keep the information?
We use a personal computer that is mobile and often located on our business premises. The computer is password protected. It is company policy that passwords are not shared. We ask that exchange of information is via Egress Switch which is secure and encrypted. The location for this is in the UK and the data is end-to-end encrypted. In addition, data is backed up on a flash drive which is encrypted / kept in a safe. For clients who do not wish to use this, we ask for all details to be mailed to use as hard copy, or names and addresses can be taken over the phone.
Your customer record
We use Microsoft Excel which is a computer program that stores your payment information such as your client number, date of evaluation, amount paid, when paid and under what name. This is stored on the computer, which is password protected.
We create a report that contains all the key information that we gather and our findings and conclusions and this is sent to you as a paper copy.
We take hand written notes on first booking you in where you have provided us with the details such as full name, date of birth, address, key educational areas of difficulty, cost to you, who referred you, any other assessments by a psychologist prior to the assessment and date and time of the evaluation. Also a record is kept of details sent to you and when, such as the Psycho-educational Assessment sheet, Setting Up An Appointment, Family / Adult / School Questionnaires, Confirmatory Letter / Payment Details, Consent Form and Terms of Service. Furthermore, a file is kept of the writing up process, mileage and payment record. These notes are used to locate you for the evaluation and also to create the report that we provide for you.
We keep assessment notes (including the above) in our secure storage area.
How long do we keep the information?
We keep paper record forms, questionnaires and reports from other professionals and email correspondence for between 6 months to 24 months and then these details are shredded securely.
We keep the electronic report on the assessee until they are 25 years old or for 7 years if an adult (taken as 19 years or upwards). This is the case for Form 8 (if completed), the confirmation letter, consent form, terms of business form, top sheet (findings), handwriting pieces, some formal test data anonymised (the latter two for talks and research purposes anonymously) and contact information (to let you know should there be a breach).
Who do we send the information to?
We send your report to you and only you, and to anyone we are required by law to inform. To date we have never been required to pass documents for this reason. All reports are sent as a hard copy document that you will receive through the post.
We send or hand deliver an electronic copy of the company bank statements and bank reports, with your payment details on, to our accountant who is based in the UK.
How can I see all the information you have about me?
You can make a subject access request (SAR) by contacting the Data Protection Officer (Dr. Sharon Lloyd). We may require additional verification that you are who you say you are to process this request. It will not be possible to view record forms from the assessment due to the closed (confidential) nature of the testing. We may withhold such personal information to the extent permitted by law. In practice, this means that we may not provide information if we consider that providing the information will violate your vital interests.
What if my information is incorrect or I wish to be removed from your system?
Please contact the Data Protection Officer (Dr. Sharon Lloyd). We may require additional verification that you are who you say you are to process this request.
If you wish to have your factual information corrected, you must provide us with the correct factual data and after we have corrected the factual data in our systems we will send you a copy of the updated factual information in the same format as the subject access request in section 7.
How can I have my information removed?
If you want to have your data removed, we have to determine if we need to keep the data, for example in case HMRC wish to inspect our records. If we decide that we should delete the data, we will do so without undue delay.
Will we send emails and text messages to you?
We will send your report to you by post. Also, as part of this service, we need to send details of your appointment to you. This comes as a hard copy pack. To protect your information, we prefer to use hard copy and only as a second choice, a secure online portal which is end-to-end encrypted. If you are not able to use such a service, this does increase the risk of someone intercepting communication. If this is the case, Learning Insights Ltd is not responsible for any data breach if the data is compromised in transit, either via this route or by mail.
Final Statement: Learning Insights Ltd reserves the right to upgrade, enhance or otherwise improve its services and data protection mechanisms and processes at any time.
Terms of Business
In relation to an assessment and subsequent report:
Name of Person Being Assessed:________________________________________________
Date of Birth:__________________________
Name of Parent / Guardian (where applicable): __________________________________________
In the case of a privately commissioned evaluation (even if this takes place in a school), I agree to pay Dr Sharon Lloyd (Learning Insights Ltd) the full amount of the evaluation within three weeks of the evaluation (or in instalments if done through prior arrangement) and understand that the report will be sent to me in a timely manner (usually between 3-5 weeks) once full payment has been made.
Is this child the subject of a custody order of any kind? (Circle) Yes No
If ‘yes’ please provide details____________________________________________
I will let Dr Sharon Lloyd know if there is an error in fact (for example in a background detail) in the report after it is sent out. No changes to the report will be made other than agreed upon errors in fact.
It has been made clear to me that the personal details and findings will not be shared without my permission.
Please print name:
Breach Procedure for Learning Insights Ltd
In the unlikely event of a breach of privacy, for example, with the data stored by Learning Insights Ltd, the following action should be taken: