Early Planning Reports 101 – For ACC registered sensitive claim providers

(Please note, this is a Senior Clinician’s take and is not an ACC funded training)

Online - Now Friday, 1 July 2022

This interactive webinar workshop is offered by Diane Clare who is an experienced clinical psychologist who has been an ACC provider since the 1990s and completing Early Planning Reports since the start of the Sensitive Claims service. 

It is for ACC registered sensitive claim providers or those in the process of seeking that registration and who want to know what these reports entail.

It will also be of benefit to those new to delivering ACC funded counselling or those already doing them who need some guidance for ways to complete Early Planning Reports.

Please Note: this is not ACC endorsed or funded- it is a senior clinician’s take based on years of experience with ACC sexual abuse work and related documentation.

Content of this one-day webinar:

  • Procedure for doing EPRs and the related legislation informing ACC decisions on such claims.
  • Mapping your journey through the different sections of the EPR template and things to consider.
  • What helps to include in the EPR that can help inform the supported assessment planning.
  • A framework for recording current issues within the EPR.
  • Any risk concerns and your initial safety plan to address these.
  • To help illustrate these items, there will be space to discuss your own casework and challenges arising. 

The Learning Outcomes:

This will be of particular relevance to those who have clients wishing to go forward for longer term therapy (i.e. towards a Supported Assessment) rather than short-term wellbeing sessions.  

1.  A better grasp of how to complete an Early Planning Report step by step.

2.  What to include in the risk part of the report.

3.  Why some knowledge of the effects of the trauma (even though no longer in the EPR) is helpful to provide before the Supported Assessment.

4.  Increased confidence in how to complete the EPR.

5.  An understanding of your role when attending a Supported Assessment with your client (in follow up to the EPR).

The following peak bodies and organisations recognise that the training we offer is of a high quality, evidence based and relevant for their members CPD.

Who Should Attend:

  • ACC registered sensitive claim providers
  • Those in the process of seeking that registration 
  • Those new to delivering ACC funded counselling
  • Those already completing ACC ACC registered sensitive claim Early Planning Reports who need some guidance on effectively completing them.


Diane Clare
BA, MA (Hons), Dip. Clin. Psych., AFBPS
Memberships:  NZCCP, MNZAP, ISSTD
Accredited Practitioner in EMDR and is a member of the EMDRNZ Board.

Diane Clare is a registered clinical psychologist who trained at the University of Canterbury. Diane has worked in mental health and counselling services since 1981, first as a grief counsellor then as a psychotherapist, before becoming registered as a psychologist in 1993. She has worked in leadership and Director level roles across a range of services in both NZ and the UK including primary care, adult mental health, forensic, intellectual disability and tertiary student services. 

While in the UK in 2005 she developed the Alternatives to Self-Harm programme and has presented her work internationally since 2012. Diane is a seasoned presenter and provides a range of workshop options with an emphasis on practical solutions for clinical staff. She has a specialist interest in working with people recovering from the effects of complex trauma. In 2022 Diane was made a Fellow of ISSTD (International Society for the Study of Trauma and Dissociation) in recognition of her outstanding contribution to the field of trauma and dissociation.

Friday, 1 July 2022 Online Workshop

You will be sent the Zoom Login details prior to the workshop.

Participants will be doing exercises in separate (virtual) break out rooms and you will be emailed resources prior to the training. There will be group discussions and participants are encouraged to ask questions.

We therefore ask all participants to have their own computer / laptop as this makes interaction with the breakout room activities and discussions easier and enhances the learning for all.

Please note: Diane will share her slides with attendees prior to the training.

Workshop starts 9.30am  - finishes 4.00pm.

This webinar will not be recorded.

Please see below for links to Diane's other online workshops.

Price & Registration

$255.00 Inc GST

Once you have registered you will be contacted again one week prior to the training. The price stated is per person.

If you are sending 5 or more delegates, please email us for a discounted rate.

Registration process

Payment online is by VISA, Mastercard or American Express only and there are 3 easy steps to complete the online booking process.

Our registration platform is hosted by Lil Regie, our NZ based booking agent. Upon completing your registration by hitting the blue 'Confirm Booking' button, you will receive an automated email confirming the booking and amount paid by credit card. A GST Tax Invoice showing your payment in full will also be emailed to you.

If you have any issues or questions about your booking, please contact Faye Johnson on 027 607 3000 or email: faye@grow.co.nz

We work hard to ensure that all workshops are cost effective by automating our systems. If you require an invoice (rather than paying by debit or credit card) there will be a $25.00 inc GST surcharge for this, and you will need to supply:

  1. The full name and postal address required to appear on the invoice.
  2. The contact name and email of the person(s) responsible for authorising this expense and approving payment.
  3. Any purchase order references required on vendor invoices.

Please email this information to Brian - accounts@grow.co.nz and faye@grow.co.nz , and along with the Invoice we will also send you a special booking link which will come up as free of charge. Through this link you will need to complete your registration. 

Our workshops fill quickly so if you would like to reserve a place, please contact faye@grow.co.nz

What happens if you have to cancel?

We know that sometimes your plans can change for many different reasons. Should you be unable to attend, a substitute delegate is welcome to attend at no extra cost. If a substitute delegate is not available and you need to cancel your registration, please be aware of the following:

For the Online Workshop: Up to 7 days prior to the event you will be provided a refund of your registration cost, less a $20.00 inc GST per attendee service charge.

If you cancel within 7 days of the event, you are not eligible to receive a refund. Please note: should your registration not be paid by the time of the event, you are still liable to make the payment. Unpaid accounts may be passed over to our debt collection agency and additional costs may be incurred. 

All cancellations must be received in writing (email). 

Delegates are responsible for their own travel/accommodation bookings and no compensation will be made should the event be rescheduled or cancelled.

Please note: GROW Ltd reserves the right to make any amendments that we may deem to be in the best interest of the forum – it is however very unlikely and we will notify you as soon as possible should this occur.

For more information see our full Terms of Trade.

Other Workshops with Diane Clare

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For further details, please contact:
e: faye@grow.co.nz
p: 027 607 3000