Mariner Health
Planning documents

Draft · v0.1

Audience export templates

Each template decides what a recipient sees and how it reads. Defaults apply the HIPAA minimum-necessary principle; parents can adjust any section and always review the export before it leaves the system.

School counselor template

For IEP/504 teams, teachers, and school support staff.

Tone
Educational, goal-oriented. Framed around what helps in the classroom.
Reading format
2 pages · ~6th-grade reading level · headings + bullets, no clinical jargon

Configurable sections

Review before send

The preview always shows both lists, so parents can confirm what is being withheld as well as what is shared.

Included (7)
  • + Child snapshot
  • + Sensory & behavioral supports
  • + IEP / 504 highlights
  • + Classroom accommodations
  • + Therapy progress notes
  • + Upcoming appointments
  • + AI progress narrative
Hidden (9)
  • − Diagnosis tags
  • − Medications & dosing times
  • − Allergies & medical alerts
  • − Emergency contacts
  • − Comfort routines
  • − Medical timeline
  • − Prior evaluations
  • − Growth & milestones
  • − Insurance & authorizations

Reading-friendly formatting rules

  • Plain-language rewrite of clinical terms, with the original term in parentheses.
  • One idea per bullet; no paragraph longer than three sentences.
  • Dates written out (“March 4, 2026”), never abbreviated codes.
  • Emergency and allergy blocks always render first and in high-contrast callouts.
  • Every AI narrative is labeled AI-generated, cites its source document, and carries the “not medical advice” disclaimer.
  • Print stylesheet: 11pt body, generous line height, page-break avoidance inside sections.

This page is an interactive specification. Section toggles are local to your browser and no real records are involved.