Email · John
An email to Maria Santos is drafted
Introducing your family to your Bright Path navigator.
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Re: John’s care-plan meeting Inbox
B
Bright Path Care Network <maria.santos@brightpath.example.org>
to me ▾
Hi Jane, just confirming Thursday at 2pm for John’s care-plan meeting. What would you like to make sure we cover?
↩ Reply↪ Forward
NORTHSIDE NEUROLOGY
2200 Ridge Ave, Suite 310 · (614) 555-0182
PATIENT: DOE, JOHN
DOB: 05/20/2016
MRN: 00841273
VISIT: 10/14/2025
ASSESSMENT:
G80.1 Spastic Diplegic Cerebral Palsy. Increased lower-limb tone noted; monitor.
PLAN:
1. Continue PT 2x/week, OT 1x/week
2. Continue Baclofen; reassess spasticity
3. Follow up in 3 months
Electronically signed: David Lim, MD · 10/14/2025 4:32 PM
🔒 portal.jeffersonk12.org/family/messages
Jefferson Family Portal
Messages ▾
Ms. Park (OT)
Oct 11I have the March notes but I think the goals were updated since?
You
Oct 10Hi Ms. Park, do you have John’s goals from the last session?
⚠ Your session has expired. Please log in again to view attachments.
MERIDIAN HEALTH
Claims Department
P.O. Box 4417 · Columbus, OH 43216
Re: Prior Authorization PA-2024-0834
Dear Ms. Doe,
After review, the request for Occupational Therapy (12 sessions) has been denied. Reason code 127: additional documentation required.
To appeal, resubmit with a letter from the attending physician within 30 days…
Before care-plan meeting:
- Call about respite!! ASAP
- Find the medication list for Maria
- Benefits paperwork due Friday???
- Which programs does he qualify for?
JEFFERSON ELEMENTARY SCHOOL
Progress Report · Grade 4 · Quarter 2
Student: John Doe
Teacher: Ms. Rivera
ReadingA
WritingB
MathematicsM
ScienceM
E = Exceeds · M = Meets · A = Approaching · B = Beginning
“John works hard and contributes eagerly in class. Written expression with his AAC device continues to develop this quarter.”
Today with Florence
Today with Florence
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John’s one-pager · Florence
Up to dateJohn Doe
Age 9 · 4th Grade · Jefferson Elementary
Basic information
ConditionCerebral Palsy · Uses bilateral AFOs and a posterior walker
MedicationsBaclofen 5mg three times daily for spasticity · Diazepam PRN per neurology
Care teamDr. Lim (Neurology) · Maria Santos (Bright Path Navigator) · Mr. Doyle (PT, Riverbend)
Summary
- John is 9 and has cerebral palsy.
- Gets around best with his walker, needs a hand on stairs.
- Weekly PT and every-other-week OT at Riverbend Pediatric Therapy.
- Takes Baclofen three times daily for spasticity.
- Family recently joined Bright Path Care Network to coordinate care.
Florence recommendations
For the doctorBaclofen dosing changed in April. Confirm the current spasticity plan still fits at the next follow-up.
For the PTStair endurance is improving with one handrail. Share the current plan with any new provider.
For the respite programJane is John’s only caregiver and hasn’t had a real break in months. Worth asking about a first visit.
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Florence at work
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March
Synced to Google Calendar14Care-plan meeting · Bright Path10:00 AM · with Maria Santos
18PT with Mr. Doyle3:30 PM · weekly
28Benefits paperwork dueHarborview state services application
Drafted email
To: Maria Santos (Family Navigator)
Subject: Hello from John’s family
Hi Maria, thank you for the warm welcome to Bright Path. What matters most to John is keeping up with his friends, and the stairs at home are our biggest worry right now. …
Draft. You review, you send
Care-plan meeting · Feb 12
Summary readyRecorded · 48 min · Bright Path Care Network
- Start with the respite network and the adaptive recreation program
- Maria reserves a Saturday adaptive-recreation spot
- You gather the benefits paperwork before the deadline
Every year after
Every year after
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2024–25 · Filled by hand
STATE DISABILITY SERVICES · FAMILY SUPPORT DIVISION
SOCIAL / DEVELOPMENTAL HISTORY
Confidential — for evaluation purposes only. To be completed by parent or guardian.
SECTION I — BIRTH & EARLY DEVELOPMENT
Complications during pregnancy or delivery (describe):
Birth weight:
NICU stay: ✗YesNoIf yes, duration:
Age at first steps:
Age at first words:
SECTION II — MEDICAL & DEVELOPMENTAL HISTORY
Current diagnoses:
Current medications and dosages:
Changes in health, services, or family circumstances in the last 12 months:
SPED-14B (Rev. 08/24)Page 1 of 8
Eight pages. Every answer from scratch. Every single year.
2025–26 and after · Florence prepared
STATE DISABILITY SERVICES · FAMILY SUPPORT DIVISION
SOCIAL / DEVELOPMENTAL HISTORY
Confidential — for evaluation purposes only. To be completed by parent or guardian.
SECTION I — BIRTH & EARLY DEVELOPMENT
Complications during pregnancy or delivery (describe):
Birth weight:
NICU stay: ✗YesNoIf yes, duration:
Age at first steps:
Age at first words:
SECTION II — MEDICAL & DEVELOPMENTAL HISTORY
Current diagnoses:
Current medications and dosages:
Changes in health, services, or family circumstances in the last 12 months:
SPED-14B (Rev. 08/24)Page 1 of 8
Filled from John’s documentsFlagged for you (3)
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Good morning, Jane
Friday, March 13
For you
Form · John
Social History Form is filled
18 fields filled from John’s documents. 3 need your answer.
Check a few things Meeting · John
Care-plan meeting summary is ready
Feb 12 · 48 min recorded. Action items pulled out for you.
Ready to reviewThis week
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