S2S — Client Detail

View as

Special-care accommodations on file

Medical hold + 2 accommodations + 1 do-not-place-with. This client is flagged on the facilitator roster (decision 0013).

County enrollment alerts

⚡ County list / conditions pending S2S

These fire at enrollment when the client's county + referral source matches a County Rules alert. Carlos is enrolled under LA County Probation — no county alert configured. Reference rules read from County Rules:

Santa Clara Probation: check for a CPO (Criminal Protective Order) before enrolling. (not triggered — client is LA County)

El Dorado CPS: check for a PDA on file (required for agency billing). (not triggered — client is LA County)

Per-client rule override

🔒 county_rules:override

Suppress a county-rule flag for this client only (special dispensation, don't flag). Scope-level rules (county / agency) are unchanged — this is per-client and audited.

Rule to suppress

Reason

Audit note (required)

⚑ PENDINGOverridable-rule list owed before activation.

Billing Status

Self-Pay · Tier 2

Self-Pay (active) Funded Subsidized

Determined tier: Tier 2 — $75/mo
Last payment: $75.00 · May 1, 2026
Balance due: $675.00

⚑ PENDING — final funding-status enum (funded / self-pay / subsidized + any sub-states) owed by Finance. Behavior: funded disables payment surfaces; subsidized hides balance but keeps tier + last payment.

Enrollment Validation

2 gates blocking

All gates must pass before a client can be activated. Failing gates block enrollment.

✓Intake complete

✕Required documents (ID expired)

✓Referral verified

✓Orientation complete

✓Payment method established

✓Group capacity available

✓County requirements met (LA)

✓Enrollment date valid (not expired)

●Manual approval (pending)

✓Video Intake Meeting (VIM) held

Performance Summary

80%

Attendance

70%

Participation

60%

Coursework

90%

Billing

Aggregate score: weighted mean of 4 dimensions — Responsibility, Participation, Attitude, Effort. Crossing the threshold drives graduation eligibility. Lane A→B progression is not score-driven — it follows successful completion of session 16 (see Attendance).

Contact Info

Phone: (562) 555-0147
Email: c.mendez@email.com
Emergency: Rosa Mendez (mother)
Language: English / Spanish

Program Details

Enrolled: Mar 5, 2026
County: Los Angeles
Referral: LA County Probation
Case #: CR-2026-04521

Recent Activity

Attended Group Session — Week 12

May 19, 2026 at 10:00 AM

Essay submitted — "Understanding Triggers"

May 17, 2026 at 3:22 PM

Payment received — $75.00

May 1, 2026

Evaluation score updated — Participation: 3/5

May 12, 2026

Quick Actions

Program Progress

12/52

weeks completed

Start DateMar 5, 2026

Est. CompletionMar 2027

Absences2 of 4 allowed

Enable Client Assessments

When on, this client sees pre/post assessment surveys.

County Guidelines

Open County Rules

Los Angeles Approved — DV-BIP 52wk

Key guidelines read from County Rules for this client's county. Values are owed by S2S.

Absence threshold: 3 before review (LA)
Completion % required: ⚡ Pending S2S
Victim notification: ⚡ Pending S2S
Enrollment alert: None for LA (see alerts above)
Milestone filing: Not required (LA)

⚡ PENDING — per-county guideline values (completion %, victim-notification timing, fee/billing rules) are owed by S2S and read live from County Rules; the cells above mark what is owed.

Assignment	Type	Due	Status	Time on Task	Score
Understanding Triggers	Essay	May 15	Submitted	47 min	Pending
Healthy Communication	Essay	May 1	Graded	53 min	4/5
Conflict Resolution Role-Play	Practical	Apr 28	Completed	30 min	Pass
Accountability Letter	Essay	Apr 15	Graded	1 hr 12 min	3/5

Billing Status

Self-Pay (active)

Funding mode: Self-pay Funded (agency pays) Subsidized Mid-course changes are audit-logged.

Funding status triggers downstream actions

⚡ Trigger rules pending S2S

Selecting Funded flags this client as "funded" on the enrollment report and disables payment surfaces (agency pays).
Selecting Funded queues a billing-agency notification (agency-billing workflow).
Selecting Subsidized suppresses the client-facing balance while keeping tier + last payment.

⚑ PENDING — final funding-status enum + sub-states owed by Finance. This control is the OUTPUT TARGET of the income determination (see Review income form below, I6/I7). The exact downstream-trigger rules (report tagging, agency-notify routing) are also ⚡ pending S2S.

Income Determination — Review Required

In review queue

Submitted

May 18, 2026 by client

System-determined price

Tier 2 — $75/mo

Flags

Fee-waiver requested

Confirming applies the determined tier to the Billing Status above. Override requires a reason; fee-waiver routes to the waiver approver.

Financial Assessment

On — offered & prompted

Assessment on file

Approved Mar 20, 2026 — Tier 2

Client-facing prompts

Active (dashboard + email)

Recertification automation

Running — due Mar 20, 2027 ⚑ interval assumed

Turn this off when the assessment is finished with (completed, approved or denied) or is not relevant to this client (fully funded, or paid in full). Switching it off stops the offer/prompt and the recertification automation; it does not delete the assessment record and does not change the client's current rate. Re-opening is manual.

Reduced-rate recertification due in 6 weeks

⚑ interval — sliding-scale reduced rate; 12 mo assumed

Financial assessment approved Mar 20, 2026 (Tier 2 — $75/mo vs $115 standard) → recertification due Mar 20, 2027 (12-month cycle assumed — see which rule applies, below). The client has been prompted automatically on their dashboard; without recertification the rate reverts to standard.

Applies to this client

Reduced sliding-scale rate (self-pay)

The row-27 population — any client “paying any reduced rate whatsoever” (David, row 27). No S2S source states a recertification interval for this group; the Mar 20, 2027 date above is a 12-month assumption, not an S2S decision.

⚑ PENDING — interval for reduced sliding-scale rates

Not this client

Court-/probation-subsidised (fee waiver)

S2S: “The client is re-evaluated every 1 to 3 months by S2S to determine eligibility.” Applies where “court has determined should not pay for the course”; requires supporting documentation that court ordered the course at no cost, and enrollment can wait if the county’s fee-waiver allotment is full.

✓ Confirmed — Sliding Scale and Procedures (as of 9/30/2024) ⚑ PENDING — which client flag marks this population, so the “1 to 3 months” cycle can fire

Recertifications-due worklist →

Monthly Rate

$75.00

Sliding scale tier · approved Mar 20, 2026 · recert Mar 20, 2027· approved Mar 20, 2026 · recertification off

Total Paid

$225.00

3 payments made

Balance Due

$675.00

Next: Jun 1

Date	Description	Amount	Status
May 1, 2026	Monthly payment	$75.00	Paid
Apr 1, 2026	Monthly payment	$75.00	Paid
Mar 3, 2026	Initial enrollment	$75.00	Paid

Notes

Filter

Type

Priority Normal High / Serious

A routine case note — visible to all staff on this client, not alerted.

⚑ PENDING — canonical note-type vocabulary is a living document (owner: Stephanie). Types shown above are CCM-derived placeholders pending the finalized S2S list (D7).

Nicole S. (Facilitator) Internal / Facilitator-only

May 20, 2026

Going through a difficult custody dispute this month — approach amends/accountability topics with extra grace. If rescheduled to another facilitator, please brief them.

Tyrell Johnson Case Note

May 19, 2026

Good participation in group today. Carlos shared his conflict resolution experience from the weekend. Shows improvement in self-awareness.

Dr. Williams Monthly Progress Note

May 12, 2026

Evaluation completed for week 11. Participation score upgraded from 2 to 3. Recommend continued focus on empathy exercises.

System Billing

May 1, 2026

Auto-generated: Payment of $75.00 received via Visa •••• 4242.

System Class Fee Auto-created at enrollment

Mar 5, 2026

Auto-generated required intake note — Class Fee. Sliding-scale tier determined (Tier 2 — $75/mo). Created automatically when enrollment was confirmed.

System Lethality Auto-created at enrollment

Mar 5, 2026

Auto-generated required intake note — Lethality assessment placeholder created and routed to the victim-specialist queue. Awaiting specialist completion.

System Substance Abuse Auto-created at enrollment

Mar 5, 2026

Auto-generated required intake note — Substance Abuse screening note created for the clinical reviewer at enrollment.

⚡ Pending S2S Enrollment auto-creates these 3 required intake notes (Class Fee, Lethality, Substance Abuse). Their note types + templates resolve from the notification taxonomy (D7, owner Stephanie) — the auto-create trigger ships; the canonical types do not.

Intake Documents

1 required missing

Required Documents

✓Court OrderVerified

✓Signed Consent FormVerified

✕Photo ID (expired — resubmit)Rejected

●Proof of IncomePending review

○Enrollment Agreement (signature)Not submitted

Document	Version	Uploaded By	Date	Status
Court Order	v1	Officer Reyes Agency	Mar 3, 2026	Verified
Signed Consent Form	v1	Carlos Mendez Client	Mar 5, 2026	Verified
Photo ID	v2	T. Johnson (staff) On behalf	May 20, 2026	Pending review
↳ Photo ID (superseded)	v1	Carlos Mendez Client	Mar 3, 2026	Rejected — expired

Staff uploads on a client's behalf are tagged with the uploader's identity. Deletes are soft-deletes (audit trail kept). Resubmissions create a new version; prior versions are retained read-only.

Staff see all referrals across every agency for this person — agency users see only their own.

Referring Agency	Program	Case #	Date	Status
LA County Probation	DV-BIP 52wk	CR-2026-04521	Mar 5, 2026	Active
OC Probation	Anger Mgmt 26wk	OC-2024-1187	Jul 2024	Completed
Santa Clara County Court	Parenting 16wk	SC-2023-0042	Feb 2023	Terminated

Carlos Mendez

Billing Status

Enrollment Validation

Performance Summary

Contact Info

Program Details

Recent Activity

Quick Actions

Program Progress

County Guidelines

Attendance Record — 12 Sessions

Compliance Actions

Billing Status

Income Determination — Review Required

Financial Assessment

Financial Assessment

Notes

Intake Documents

Required Documents

Compliance Review Checklist

Court-Reportable Termination

Reverse Termination → Prior Status

Victim Information (Confidential)

Billing Status

Enrollment Validation

Performance Summary

Contact Info

Program Details

Recent Activity

Quick Actions

Program Progress

County Guidelines

Attendance Record — 12 Sessions

Compliance Actions

Billing Status

Income Determination — Review Required

Financial Assessment

Financial Assessment

Notes

Intake Documents

Required Documents

Compliance Review Checklist

Court-Reportable Termination

Reverse Termination → Prior Status

Victim Information (Confidential)

Exit / Completion Checklist

Generate Progress Report

Log Absence

Terminate Enrollment — Legal Action

Reverse Termination → Prior Status

Edit Client — Carlos Mendez (AC-7823)

Generate Letter — Carlos Mendez

New Evaluation — Carlos Mendez · Wk 12

Record Payment — Carlos Mendez

View as Client — Carlos Mendez

Special-Care Note — Carlos Mendez

Build Court / Probation PDF Packet

Review Income Determination — Carlos Mendez

Turn off financial assessment — Carlos Mendez

Restart / New Enrollment

Upload Document (on behalf)

⚠ Critical Care Alert

Crisis Assessment — Carlos Mendez (AC-7823)

Email DPO / SW — Carlos Mendez (AC-7823)

Move to Lane B — Carlos Mendez