Lumina
GuidesOpen my binder

Everyday care

Prepare a doctor's appointment or school meeting with a clear care summary

A 15-minute appointment goes fast. Walking in with a clear summary lets you talk about what matters instead of rebuilding the last months from memory.

Updated · 3 min read

What a good summary includes

  • Your child's details, diagnoses and accommodations.
  • A timeline of the key events for the period.
  • The upcoming deadlines.
  • The recent evaluations attached.
  • Your questions, in a short list.

Adapt it to the recipient

  • Doctor: Medical and Psych topics, last few months, recent evaluations.
  • IEP or 504 team: School, Speech and OT topics, current accommodations.
  • Agency: the period since the last decision, every relevant evaluation.
  • New provider: a longer overview with the whole history.

After the appointment

Write down right away what was said, decided and the next appointment date. That's what makes the next summary even more useful.

The process in Lumina

How Lumina helps, step by step

  1. 1

    Open Summary

    Pick the child, the period (from… to…) and the topics to include.

  2. 2

    Check the attachments

    Documents from the vault (PDFs and photos) are listed in date order, each with its own cover page.

  3. 3

    Export and send

    “Export PDF and send”: on a phone, the PDF goes as an attachment by Mail, Gmail or a messaging app; on a computer, it downloads and your email opens with a ready-made message.

  4. 4

    Log the outcome

    A note right after the appointment, and a new deadline if a date was set.

Everything you write stays encrypted on your device: neither Lumina nor anyone else can read it.

Frequently asked questions

Is the PDF I send encrypted?+

No: once sent, the PDF leaves your device like any attachment. Lumina reminds you. Choose the period and topics with care.

Can I print the summary?+

Yes, download the PDF and print it (US Letter format) if you prefer paper.

Everything about your child's care, finally in one place

Care notes, deadlines with reminders, an encrypted document vault and PDF summaries. Free during the beta, no credit card.

Tester gratuitement

This guide gives general information, not legal or medical advice. Rules and timelines vary by state and district and can change: check with your school district, your state agency or the official websites. Lumina is not a medical device.