Sofia Cruz — Sep 1, 2026

Submitted

CN-26010 · Client Visit · Dana Reyes

Client
Sofia Cruz
Task Type
Client Visit
Date of Service
Sep 1, 2026
Start / End
09:00 – 10:00
Total Units
0
Service Code
T1017
Program
Housing - HRSN
Stage
—
Place / Contact
Office · In-person
Billable
Yes
Billing Unit Calculation
Read-only · from Billing Unit Settings
Program
Housing - HRSN
Duration
1 hour
Billing Rule
Billing Configuration Required
Calculated Units
—

Billing Configuration Required — no Active billing rule covers Housing - HRSN on this Date of Service. Units are not calculated and this note cannot proceed to billing until an Admin adds a rule under Admin System → Billing Unit Settings.

Staff:Dana ReyesWLP: VerifiedMedicaid: Verified Billing: On Hold
On Hold – Billing Configuration Required

No claim will be generated and this note is excluded from billing batches. Billing resumes automatically once WLP Status = Verified and Medicaid Eligibility = Verified.

This note is locked after submission

Start Time, End Time, Duration, Note Content, Task Type and Program / Stage can no longer be changed by the Case Manager. Only a Supervisor or Administrator can unlock it.

Session TimeLocked after submission
Duration (auto)1h 0m
DARP Progress Note — 1/5 sections complete20%
Not yet saved

Synced from Scheduling / Client Profile — read-only. Use the Session Time section above to correct times before submission.

Client*
Sofia Cruz
ProviderOne ID
144002211WA
Title
—

Synced from the Scheduling task title.

Date*
2026-09-01
Start Time
09:00

Use the Session Time function to correct times before submission.

Duration
1h 0m
End Time*
10:00
Provider (Case Manager)*
Dana Reyes
Task Type*
Client Visit
Program*
Housing - HRSN
Stage
—
Service Scope*
Care Coordination
Contact Type
In-person
Place of Service
Office
Contact Information / Details
Case Manager Digital Signature

Not signed yet — use the Sign Note action to apply your digital signature. The signature always uses the logged-in Case Manager's identity and is recorded in the Activity Log.

Billing Unit Calculation
Read-only · from Billing Unit Settings
Program
Housing - HRSN
Duration
1 hour
Billing Rule
Billing Configuration Required
Calculated Units
—

Billing Configuration Required — no Active billing rule covers Housing - HRSN on this Date of Service. Units are not calculated and this note cannot proceed to billing until an Admin adds a rule under Admin System → Billing Unit Settings.

Goals (Active Treatment Goals)*
No active housing goals available.
Contextual data from the Housing Goals tab. Document the progress observed during this session under A – Assessment → Progress Toward Treatment Goals.
Presenting Concerns / Client Report
Chief Complaint*
Client's Self-Report*
Current Symptoms*
Significant Events Since Last Session
Safety Concerns (if applicable)
Appearance & Demeanor
Appearance
Hygiene / Grooming
Dress
Eye Contact
Behavior / Psychomotor Activity
Mood
Affect
Speech
Thought Process
Thought Content
Orientation
Insight / Judgment
Other Observations
Medical Necessity
Current Symptoms*
Functional Impairments*
Impact on Daily Functioning*
Reason Treatment Remains Medically Necessary*
Interventions Provided — OutcomesSelect all that apply and document supporting evidence.
Clinical Impressions*
Progress Toward Treatment Goals*
Response to Interventions*
Changes in Symptoms or Functioning*
Risk Assessment (if applicable)
Document AttachmentsNo documents attached
Attach supporting documents for this note — they stay linked to the note and client and remain visible during approval.