Clients
Your active caseload at a glance
| Name | Last session | Next appt | Status |
|---|---|---|---|
|
SC
Sarah Chen
|
Anxiety follow-up
3 days ago
|
Tomorrow
2:00 PM
|
Active |
|
JM
James Miller
|
Initial intake
1 week ago
|
Friday
10:00 AM
|
Active |
|
MP
Maya Patel
|
—
|
Mon
4:00 PM
|
Intake pending |
Calendar
Week of May 18 – 22, 2026
Mon18
Tue19
Wed20
Thu21
Fri22
9 AM
10:00 AM
James Miller
11 AM
1 PM
2:00 PM
Sarah Chen
3 PM
4 PM
4:00 PM
Maya Patel (intake)
Notes
Recent session documentation
May 19, 2026
Subjective
Client reports continued sleep disruption (~5hrs/night) with morning anxiety persisting through breakfast. Notes improvement in workplace situations — used grounding technique twice in meetings last week.
Objective
Affect congruent. Eye contact maintained. Speech rate normal. No SI/HI. PHQ-9 unchanged at 11.
Assessment
Moderate GAD with mild depressive features. Client demonstrating skills acquisition. Sleep hygiene remains primary barrier...
May 15, 2026
Presenting concern
32yo male presenting with stress related to career transition. Sleep mostly intact. No prior therapy. Family hx of anxiety disorder (maternal).
Plan
Weekly sessions × 8. Begin with psychoeducation around stress response. Introduce CBT framework session 3. Reassess goals at session 6...
Billing
Invoices and payment activity
SC
Sarah Chen
INV-0042 · May 19, 2026
Stripe
$150
Draft
JM
James Miller
INV-0041 · May 15, 2026
Stripe
$150
Paid
Templates
Reusable forms and clinical documentation
Initial Intake
Demographics, presenting concern, history, screening tools
SOAP Note
Standard Subjective, Objective, Assessment, Plan structure
Treatment Plan
Goals, objectives, interventions, frequency, expected outcomes
Discharge Summary
Summary of treatment, outcomes, recommendations, referrals