Health-information SAR professional consultation log
- Version
- v1
- Updated
- 7 October 2026
- Reviewed
- 7 October 2026
- Audience
- Primary and secondary schools in England, including maintained schools and academies, handling a health-information subject access request where professional input may be needed.
- Jurisdiction
- england
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Complete this log only where the school is handling a health-information subject access request and professional input may be needed for the disclosure decision, including where serious-harm considerations arise. Record each contact attempt and retain supporting evidence in accordance with the school's records-management arrangements.
Subject access request details
SAR reference
RequiredEnter the school's internal reference for the subject access request.
e.g. SAR-2025-001
Data subject identifier
RequiredUse the school's approved identifier rather than unnecessary personal details.
Approved internal identifier
Date the SAR was received
RequiredEnter the date on which the school received the subject access request.
- Day
- Month
- Year
Health information in scope
RequiredBriefly describe the health information or records relevant to the consultation.
Describe the information in scope
Reason professional input may be needed
RequiredRecord the reason the disclosure decision may require an appropriate health professional's opinion.
Choose all that apply
- Serious-harm considerations may arise
- A professional assessment is needed to inform the disclosure decision
- The sensitivity or nature of the health information requires professional input
- The decision-maker is uncertain whether disclosure is appropriate
- Other
If other, please specify
Consultation rationale
RequiredExplain why an appropriate health professional's opinion may be relevant to this SAR and identify the decision that the opinion is intended to inform.
Explain the rationale
Appropriate health professional
Professional role or service
RequiredRecord the role or service of the appropriate health professional, without including unnecessary personal information.
Role or service
Why this professional or service is appropriate
RequiredRecord the basis for selecting this professional or service.
Explain the basis for selection
Information or opinion requested
RequiredSpecify the information provided to the professional and the opinion or advice requested.
Describe the request
Contact attempts
Reasonable contact steps considered
RequiredConfirm that the school has considered and recorded the reasonable steps needed to contact the appropriate health professional.
- Tick when complete
Number of contact attempts
RequiredEnter the total number of contact attempts recorded in this log.
Number
Minimum: 0 · Maximum: 1000
Date of first contact attempt
RequiredEnter the date on which the first attempt to obtain the opinion was made.
- Day
- Month
- Year
Contact routes used
RequiredSelect every route used and add another route if needed.
Choose all that apply
- Telephone
- Secure portal or electronic referral system
- Post
- Contact through the professional's service or organisation
- Other
If other, please specify
Dated contact-attempt log
RequiredFor each attempt, record the date, person or service contacted, route, information provided, response or non-response, and any next action.
Date — contact or service — route — information provided — response or non-response — next action
Location of evidence of contact attempts
RequiredIdentify where the school retains emails, call notes, letters, referral records or other evidence. Do not upload documents through this form.
Approved records location or reference
Date of latest response or follow-up
RequiredEnter the date of the latest response received or the latest follow-up attempt made.
- Day
- Month
- Year
Response status
RequiredSelect the current status of the consultation.
Choose all that apply
- Opinion received
- Contact acknowledged; opinion pending
- No response received
- Professional or service unable to advise
- Alternative appropriate professional identified
- Other
If other, please specify
Responses and follow-up actions
RequiredRecord the substance of any response, the date and nature of follow-up actions, and why any further attempts were or were not made.
Record responses and follow-up actions
Disclosure decision
Decision-maker
RequiredEnter the name or role of the person who made or will make the disclosure decision, in line with the school's records practices.
Name or role
Date of disclosure decision
RequiredEnter the date on which the disclosure or withholding decision was made.
- Day
- Month
- Year
Resulting disclosure outcome
RequiredSelect the outcome of the decision.
Choose one
- Full disclosure
- Partial disclosure
- Information withheld
- Decision pending
- Other
If other, please specify
Decision-maker rationale
RequiredExplain how the professional input, contact efforts and other relevant considerations informed the disclosure or withholding decision. If no opinion was obtained, explain how the recorded contact efforts were considered.
Set out the decision rationale
Consultation record completed and evidence retained
RequiredConfirm that the consultation efforts, responses, rationale and outcome have been recorded and that supporting evidence can be located if required.
- Tick when complete