Appointment Summary Sample

Typical REPORT format or ALL consultations at the SMart Center.  
DETAILS/Specifics and included attachments will differ based on specific consultation format chosen


Name:_____________________     
Date:______________________
 


Location:

Current Situation:

 Plan:


HOME:

 

‘Everyday’ issues:  
I.e. behavior problems, sleep/toileting/eating issues

Continued difficulties:

 

 

Recommendations, goals/games for HOME or Everyday issues.

 


REAL World:

 

Present level of functioning in REAL WORLD setting, such as stores, parties, restaurants, stranger interaction… etc..

Continued difficulties:

 

Social-Communication goals/games for REAL WORLD situations.

 


SCHOOL:

 

 

Present level of functioning in SCHOOL setting,
I.e. academics, social comfort/communication level with peers, teachers.

Continued difficulties:
 

 

 

Social-Communication strategies, recommended accommodations, interventions, strategies for school related issues, addressing academics (if relevant)



 


Office visit:
Office visit highlights

Comments:  
Additional recommendations, suggestions… such as set up meeting with school for IEP changes, Handouts given out, Alternative therapy, medication changes, etc.   

Copyright© Smart Center/Dr. Elisa Shipon-Blum. www.selectivemutismcenter.org. Email: smartcenter@selectivemutism.org Phone: 215-887-5748
 

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