What to Expect When Scheduling an Appointment with Southern Mentality PLLC

Step 1: Take the First Step

Reaching out takes courage — and we’re honored to support you. Call or text 704-754-8718 whenever you’re ready.

If you contact us after business hours, simply leave a message or send a text. Our team will follow up the next business day to help you move forward. You’re not alone in this — and we’re here when you’re ready.

Step 2: Brief Information Gathering

We’ll ask a few questions to better understand your needs, preferences, and availability. This helps us thoughtfully match you with the provider who best fits your goals.

Step 3: Complete Intake Paperwork

You’ll receive secure electronic intake forms that must be completed in full before scheduling your appointment. Completing paperwork in advance allows our providers to review your information and prepare to give you the most supportive care possible.

Step 4: Insurance or Self-Pay Review

Our team will verify your insurance benefits or discuss self-pay options so you clearly understand coverage, costs, and next steps before moving forward.

Step 5: Important Information Regarding Substance Use & Controlled Medications

If you are seeking treatment for substance use concerns, or if you are currently prescribed controlled substances by a previous provider, please let our team know during the intake process.

Required testing must be completed before your first appointment to ensure safe and appropriate care.

Please note that prescribing is always at the discretion of your provider. Decisions are based on safety, medical need, and other clinical factors. Attending an appointment does not guarantee that you will receive the same medication or dosage as previously prescribed. Our team is here to guide you through this process and answer any questions along the way.

Step 6: Schedule Your Appointment

Once your intake paperwork and any required testing are completed and reviewed, our team will contact you to schedule your appointment.

Step 7: Your First Session

During your first appointment, your provider will listen carefully to your concerns, discuss your goals, and collaborate with you on a personalized treatment plan in a supportive, judgment-free environment.