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Disease Management

What’s the Difference Between a 504 and an IEP?

By 
PicnicHealth

Aug 30, 2021 • 5 min read

Blog post originally written by the AllStripes community team. AllStripes was acquired by PicnicHealth in 2023.

Blog post originally written by the AllStripes community team. AllStripes was acquired by PicnicHealth in 2023.

For students who have complex needs, disabilities and/or difficulty with school, there are two traditional options through which families in the United States can seek accommodations and specialized instruction. Both IEPs (Individualized Education Plans) and 504s are provided to students at no cost, but there are some significant differences between these services that may make one or the other a better fit.

For families, the process of securing an IEP or 504 can be confusing, time-consuming and emotional, to say the least. For families of students with a rare disease that impacts learning, this process can involve educating school staff about a disease they’re encountering for the first time. This extensive explaining and clarifying, even under the best of circumstances, can be exhausting and overwhelming for families affected by rare disease.

As just one place to start, we’ve broken down some basic facts and key differences between IEPs and 504s below. Check out our Further Reading section for more detailed information about advocating for students with rare diseases and choosing between plans.

Individualized Education Plans (IEP)

IEPs are provided for by the Individuals with Disabilities Education Act, a federal education law for children with disabilities. There are two main requirements: The child must have one or more of 13 disabilities listed by the IDEA, which include speech or language impairment, intellectual disability, autism and orthopedic impairment, among others. And the disability must affect the child’s ability to benefit from the general education curriculum such that specialized education is necessary.

Families can ask their school district to pay for an independent educational evaluation (IEE) in order to determine a student’s eligibility, though the school district does not have to agree to do so, nor does the district have to honor the conclusions of an evaluation paid for by the family.

The IEP has strict criteria that determine who can participate in the student’s plan. The plan is created by an IEP team, which must include the following: the child’s parent or caregiver, at least one of the student’s general education teachers, at least one special education teacher, a school psychologist or similar specialist and a district representative with authority over special education services. This team must review the IEP plan at least once a year, and the student must be reevaluated every three years to decide whether the plan is still needed.

The IEP is a standardized written document that sets learning goals and outlines the specific services, accommodations and/or modifications that will be provided by the school.

Schools must notify families of any desired change to a student’s services or placement, and parents/caregivers must consent in order for the school to evaluate the child.

The IDEA is designed so that families have several options through which they can resolve disputes that may arise with the school district, which include mediation, due process complaint, resolution session, civil lawsuit, state complaint and lawsuit. An IEP provides for specialized instruction for K-12 students, while a 504 plan can be used through college.

504 Plan

The 504 Plan is named for Section 504 of the Rehabilitation Act of 1973, a federal civil rights law designed to protect people with disabilities from discrimination. In order to qualify for a 504, a student can have any disability, and the law provides a wider definition of disability than the IEP. By the 504 definition, a disability must substantially limit one or more basic life activities, which can include learning, reading, communicating and thinking. Students who don’t qualify for an IEP may be able to qualify for a 504.

The 504 does not allow families to ask for an independent external evaluation, though families can pay for one themselves.

The 504 is less stringent about the members of a student’s 504 plan than the IEP is. Members must be people who are familiar with the child, and who understand the evaluation criteria and the special service options available. This may include the child’s parents/caregivers, teachers (general education and/or special education) and other school district authority figures, like the principal.

Unlike the IEP, the 504 does not need to be a written document, and is not standardized. That said, there are general criteria for a 504 plan’s contents, including the specific services and accommodations to be provided for the student, the names of the people who will provide these services and the name of the person responsible for the plan’s implementation.

As with the IEP, schools must notify families of any desired evaluation and/or changes to a student’s 504, and a parent or caregiver’s consent is required prior to evaluation.

The rules for 504 evaluation vary between states, but generally speaking, plans are reviewed annually, and reevaluations are done as needed.

504 plans ensure that families have options for disagreements that may arise with their schools. These include mediation, alternative dispute resolution, impartial hearing, Complaint to the Office for Civil Rights (or OCR) and lawsuit. Unlike an IEP (which ends after grade 12), a 504 can serve K-12 and college students.

In sum

States receive additional funding for students with IEPs, but do not receive additional funds for students with 504 plans. The government can, however, reduce or eliminate funding from schools that don’t meet their legal duty to serve children with disabilities. The plans are not complementary — that is, IDEA funds can’t be used to serve students with existing 504 plans.

Children eligible for a 504 plan or an IEP are entitled by law to a Free, Appropriate Public Education (or FAPE) individualized to the student’s needs, and designed to help the student make appropriate progress.

Further Reading

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Create a List

List the names of all the doctors, hospitals, and other facilities your loved one visits regularly, along with those they have visited in the past. Try to go back as far as you can, striving for at least the last 5-10 years, but do your best. Even if you can’t remember them all, having a strong baseline can help you quickly identify gaps in records.

Ensure You Have the Appropriate Legal Status

It is important to make sure that you are fully empowered to make decisions on behalf of your loved one with Alzheimer’s. Your relationship status with the patient may not be enough to legally give you access to your loved one's medical information. It is a good idea to talk to an expert about securing special legal status, such as Power of Attorney (POA), a legal document that allows an individual to name someone as their decision maker should they no longer be able to make decisions on their own.

Gather and Organize the Medical Records in One Place

It’s important to have all of your loved one’s medical records together in one spot. This makes it much easier for you and your loved one’s physicians to accurately map the patient’s medical journey and more easily share information between doctors. Fortunately, tools exist to make record management and access simple. A free resource like PicnicHealth helps you collect and organize all of this information. PicnicHealth’s intuitive timeline allows you to pinpoint data across the medical history, eliminating your need for keeping heavy binders filled with paper records or keeping track of multiple software portal logins.

Review the Medical Records to be an Informed Advocate

The better you understand your loved one's medical history, the better you can advocate on their behalf. Access and understanding of this information will help you to ask informed questions with physicians. Through regular communication backed by the data in the medical records, you can help your loved one’s care team develop a more successful care plan.

Learn more about PicnicHealth’s commitment to the Alzheimer’s community and the Alzheimer’s Association

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Together, we can make a difference.

Learn more about PicnicHealth’s commitment to the Alzheimer’s community and the Alzheimer’s Association

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1. Build a support network.

When you’re juggling appointment times and insurance claims, putting a robust support system together might not strike you as the most urgent task. Investing the time to cultivate relationships with people can turn to in times of need will pay dividends. The next time you need a last-minute ride or just someone to listen, you won’t be on your own.

There are many condition-specific support groups and support groups for caregivers generally in person or online. In addition to the encouragement and empathy they provide, support groups can be a helpful source of tips, resources, and recommendations for navigating caregiving.

2. Stay organized.

The backbone of effective caregiving is organization. Keep medical information, appointment schedules, and medication lists in order. Use a planner or a digital service like PicnicHealth to stay on top of your responsibilities. This attention to detail can prevent future complications and reduce day-to-day stress.

3. Explore treatments and clinical trials.

We’ve seen incredible breakthroughs in treatment over the past couple of years, powered by patients and their caregivers participating in research. Stay in the loop about the latest in medical advancements and available resources that could benefit your loved one. Whether it’s a new therapy option or a community service that aids independence, being informed can make a world of difference in the quality of care you provide.

4. Make time for self-care.

It may seem self-centered to focus on self-care—but when you feel good, you can be a better caregiver. Whether it’s exercise, a mindfulness practice, a soak in the bath, or just time to rest when you need it, carve out those moments in the day when you can unwind, reset, and stay healthy mentally and physically. Think of it as building up your reserves of kindness, patience, and understanding—which can only benefit your loved one. No one can pour from an empty cup.

Having trouble managing your loved one's medical records?

Easily manage all of your loved one's medical records and contribute to ongoing Alzheimer's research with PicnicHealth.

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LC-FAOD Odyssey: A Preliminary Analysis, presented at INFORM 2021

Data from real-world medical records:

(from 13 patients with LC-FAOD)

16 yrs old

Median age at enrollment

38% Female

15 providers / patient

7.5 years of data / patient

Data from patient-reported outcome (PRO) survey

(from 13 patients with LC-FAOD)

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However, it's important to consult with a healthcare provider or registered dietitian to determine the appropriate amount of protein for your individual needs. In general, a diet with moderate protein intake (about 0.8 grams per kilogram of body weight per day) is recommended for people with kidney diseases.

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A tablet, phone, or laptop with a working camera, microphone, and stable internet connection.
A quiet, distraction-free area with enough space to walk a few steps if applicable.
A chair that you can use during any movements or tasks you’ll be asked to perform.
The tripod mailed to you via Amazon.

What to Expect

Before your video call:

Book Your Assessment
Visit your to-do list on your PicnicHealth Research Dashboard or click the scheduling link sent to your email. Note: Search for “New task for the ORBIT-CIDP Study" to find the video call scheduling link.
Receive Confirmation
Check your email for a confirmation with your scheduled video call time and instructions.

On the day of your video call:

Click on Video Link
Join your personal video call using the link we sent by email, or text message, or find it on your research dashboard.
Meet your nurse
A Registered Nurse (RN) will guide your virtual assessment, which will last about 30 minutes.
Complete the Physical Activity Assessment (INCAT)
The nurse will guide you through questions and, if needed, physical tasks to help researchers gain a deeper understanding of CIDP.
Complete the Movement Assessment (Optional)
If you participate, a nurse will guide you through three short recorded movement activities to complete as best you can:
Chair Task
While seated with your arms crossed over your chest and hands on oppositeshoulders, you’ll be asked to stand up, remain standing for 20 seconds, and then sit back down.
Arm Movement Task
While seated with your arms resting at your sides, you’ll be asked to raise both arms out to the sides until they meet above your head, then lower them back to your lap.
Finger Dexterity Task
While seated, raise your right hand with fingers extended. Touch your thumb to each fingertip in order, then reverse. Repeat with your left hand. This will then be repeated with your left hand.
Earn Compensation

Receive up to $55 for your participation:

  • $25 for completing the Physical Activity Assessment (INCAT).
  • $30 for the Optional Movement Assessment.
Recording: Your research assessment may be recorded to ensure accurate data collection. If you participate in the optional Movement Assessment, it will also be recorded. These recordings may capture your voice and responses, but identifiable information like your face, name, or background will be removed to protect your privacy.
Opt Into the Smart Insole Study Activity
Complete the opt-in survey to confirm your participation.
Receive Your Smart Insoles
Your smart insoles will be shipped to your home via FedEx and should arrive within 1 week.
Create Your Account

You’ll receive an email from Celestra Health with your account details. Follow those steps to set up your account.

  • If you don’t see an email from Celestra Health in your inbox, please check your spam or junk folder.
Download the App
After creating your account, you’ll be directed to a landing page with links to the App Store or Google Play. Use the link to download the correct version of the app for your device.
For illustrative purposes only, your insoles may look different
Log In
Open the app and log in using the email address and password you used when creating your account.
Enable Permissions
  • For iOS users: Enable Motion & Fitness and allow access to Apple Health.
  • For Android users: Enable Activity Recognition permissions.
Connect Your Insoles
Turn on Bluetooth, and follow the app's instructions to connect your smart insoles.
Enable Notifications
Enable push notifications to stay updated on reminders and activity progress.
For illustrative purposes only, your insoles may look different
Start Walking Sessions
When you’re ready to perform a walking session, tap ‘Start’ on the Ad Hoc Walking task card in the app.
Smart insoles are designed to fit comfortably into any pair of closed shoes
Need Help?
Should you need to contact Celestra Health support for any reason, you can submit a ticket through the Help section of the app by tapping the Submit A Ticket card and filling out the form. A Celestra Health representative will typically respond within one business day.
A fully charged device (smartphone, tablet, or laptop) with a working camera, microphone, and stable internet connection.
A quiet, well-lit space that is free from distractions.
Good lighting so your face is clearly visible; having a small flashlight or your phone’s flashlight nearby can help with skin, scalp, or joint checks.
Flexible device positioning so you can easily adjust or prop up your device hands-free if the research staff asks to view specific areas (such as your face, hands, or scalp).
Space to move in case you are briefly asked to stand or walk a few steps.
Your medication information, including your current steroid(s) and BENLYSTA® (belimumab) — either the medication bottles or a list with doses and schedule.
Time to focus without interruptions so the visit can be completed comfortably.
Before Your Video Call:
Schedule your visit
Use the scheduling link on your PicnicHealth Research Dashboard or the link sent to your email.
Tip: Search your inbox for “New task for the BEACON-SLE Study - schedule your remote visit” to find the scheduling email.
Check your confirmation
You’ll receive an email with your appointment time and instructions for joining the video call.
On the Day of Your Video Call:
Join the call
Click the Zoom link sent to you by email or text message, or use the link available on your research dashboard.
Meet with the research staff member
  • They will ask you structured questions about your health and any lupus symptoms you’ve experienced over the past 30 days.
  • If needed, they may guide you through a few simple visual checks (such as looking at your skin, hair, joints, or mouth). You can always tell them if you’re not comfortable with anything.
Receive Compensation
You’ll receive up to $60 for completing your visit.
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