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Visit Detail

Mara Solis Completed

Date: Apr 14, 2024
Time: 9:00 AM - 10:00 AM
Type: In Person
Therapist: Dr. Rivera

Visit Outcome

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Achievement Status
Goals Achieved
Therapist Dr. Rivera
Apr 14, 2024 at 10:05 AM
Client showed good progress with anxiety management techniques. Successfully completed breathing exercises and discussed strategies for upcoming work presentation. Homework: Continue thought journaling and practice 5-minute mindfulness daily.
Clerk Jordan Lee
Apr 14, 2024 at 10:15 AM
Client scheduled follow-up for Apr 21. Collected full payment.

1. Notify Ahead

Complete
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Send Reminder Email
Sent Apr 12, 2024 at 9:00 AM
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Send SMS Reminder
Sent Apr 13, 2024 at 10:00 AM

2. Pre-session Confirm

Complete
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Client Confirmation
Confirmed Apr 13, 2024 at 11:30 AM
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Therapist Confirmation
Confirmed Apr 13, 2024 at 2:00 PM

3. Payment

Complete
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Security Deposit / Copay
$30.00 collected Apr 14, 2024
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Payment Confirmation
Confirmed Apr 14, 2024 at 8:50 AM
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Send Receipt
Sent Apr 14, 2024 at 10:10 AM

4. Visit Confirm

Complete
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Client Check-in
Checked in Apr 14, 2024 at 8:55 AM
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Session Completed
Completed Apr 14, 2024 at 10:00 AM

Client & Therapist

Client
Mara Solis
Therapist
Dr. Elena Rivera

Session Information

Session Type
Individual Therapy
Duration
60 minutes
Location
Room 204
Treatment Plan
Session 4 of 8

Activity Timeline

Apr 10, 2024
3:00 PM Jordan Lee created this visit
Apr 12, 2024
9:00 AM Reminder email sent to client
Apr 13, 2024
10:00 AM SMS reminder sent to client
Apr 13, 2024
11:30 AM Client confirmed attendance
Apr 14, 2024
8:50 AM Payment collected - $30.00 copay
Apr 14, 2024
8:55 AM Client checked in
Apr 14, 2024
9:00 AM Dr. Rivera started the session
Apr 14, 2024
10:00 AM Dr. Rivera completed the session
Apr 14, 2024
10:05 AM Dr. Rivera added session notes
Apr 14, 2024
10:10 AM Receipt sent to client