Daniel Patel — Sep 3, 2026

Draft

CN-26023 · Client Visit · Marcus Holt

Client
Daniel Patel
Task Type
Client Visit
Date of Service
Sep 3, 2026
Start / End
14:00 – 15:00
Total Units
4
Service Code
H2025
Program
Employment
Stage
Resume & Cover Letter
Place / Contact
Office · In-person
Billable
Yes
Billing Unit Calculation
Read-only · from Billing Unit Settings
Program
Employment
Duration
1 hour
Billing Rule
1 Unit / 15 Minutes
Calculated Units
4
Staff:Marcus HoltWLP: VerifiedMedicaid: Verified Billing: Draft
Session Time
Duration (auto)1h 0m

End Time must be later than Start Time, duration must be greater than zero, and the session cannot overlap another confirmed appointment for Marcus Holt.

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*
Daniel Patel
ProviderOne ID
144588041WA
Title
—

Synced from the Scheduling task title.

Date*
2026-09-03
Start Time
14:00

Use the Session Time function to correct times before submission.

Duration
1h 0m
End Time*
15:00
Provider (Case Manager)*
Marcus Holt
Task Type*
Client Visit
Program*
Employment
Stage
Resume & Cover Letter
Service Scope*
Direct Client Service
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
Employment
Duration
1 hour
Billing Rule
1 Unit / 15 Minutes
Calculated Units
4
Goals (Active Treatment Goals)*
No active treatment goals available.
Contextual data from the Employment Program. 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.