Automate Behavioral Health EHR Workflows with AI-Powered Intelligence

AI-powered documentation reduces charting time by capturing session content automatically and drafting clinical notes for therapist review. Enable ambient listening during in-person therapy sessions, or process telehealth appointments conducted through external platforms like Zoom or Microsoft Teams. Use voice dictation to capture observations and clinical impressions. Clinicians can also type freeform, unstructured notes—messy shorthand, bullet points, fragments—and AI automatically cleans up the text, polishes language, and populates content into appropriate fields within structured progress note templates. Therapists review, edit, and finalize AI-generated documentation rather than writing notes from scratch. This AI assistance reduces behavioral health documentation time significantly, allowing clinicians to see more clients or spend more time on direct patient care instead of after-hours charting.

The AI chatbot assistant supports natural language voice and text commands that accelerate EHR navigation and eliminate menu clicking. Supported quick actions include: open patient chart, open progress notes, open clinical documents, create new chart, open demographics, run insurance eligibility verification, order laboratory tests, order prescriptions, and navigate to any system module. The chatbot includes voice dictation capability—dictate clinical content and copy-paste the transcribed text into sticky notes, progress notes, or any documentation field. Administrative staff use chatbot commands to quickly access patient information, while clinicians use voice navigation to move through the EHR hands-free during busy clinic days. All commands work through natural language, so users speak or type requests conversationally rather than memorizing specific command syntax.

AI-powered voicemail processing automatically transcribes and analyzes incoming voicemails, displaying them directly in your EHR for efficient review. When voicemails arrive, AI extracts the complete message text, determines priority level based on content urgency (urgent clinical needs, routine scheduling requests, prescription refills), and captures caller details including name, callback number, and reason for calling. Staff view transcribed messages in a prioritized queue rather than listening to recordings sequentially. Urgent messages from clients in crisis or providers requesting callbacks surface immediately, while routine appointment requests and general inquiries queue appropriately. This automation eliminates the time staff spend listening to voicemails, reduces response delays for urgent matters, and creates searchable records of all voice communications.

AI-assisted document indexing automates the categorization, filing, and routing of every document entering your behavioral health EHR. When documents arrive via eFax, scanning, or file upload, AI analyzes the content, identifies patient information, determines document type, and automatically indexes files to the correct patient chart. Configure routing rules based on document categories, departments, roles, or specific users. For example: referral faxes automatically index to the relevant client's chart and route to the Intake Department or Intake Coordinator role for review. Lab results automatically index to patient charts and route to assigned providers. Insurance authorization responses route to billing staff. This intelligent routing eliminates manual document sorting, prevents misfiled records, and ensures staff receive relevant documents immediately.

AI-assisted check posting streamlines payment processing by reading PDF remittance documents and automatically posting payments to client accounts. Upload PDF remittances from payers—AI extracts payment amounts. The system matches payments to corresponding claims in the EHR and posts checks to appropriate client accounts automatically. Billing staff review AI-posted payments for accuracy rather than manually entering every payment line by line. This automation accelerates cash posting, reduces data entry errors, and frees billing staff to focus on denial management, appeals, and complex payment issues rather than routine posting tasks. The AI handles most remittance formats from payers while flagging unusual situations for human review.

Yes. AI capabilities integrate across all EHR modules—clinical documentation, billing, revenue cycle management, scheduling, and practice management work together seamlessly. AI documentation assistants process in-person sessions and telehealth appointments via Zoom or Microsoft Teams. Voicemail AI connects to patient charts and CRM. Chatbot navigation accesses any system module. Document indexing routes files to client charts. Check posting integrates with claims and payment records. This integration eliminates the disconnected workflows common when practices use separate systems for clinical, billing, and administrative functions. Behavioral health organizations operate from one unified platform where AI enhances every department.

Yes. Our AI Documentation Assistant is fully HIPAA compliant and built for behavioral health security requirements. AI processing occurs in secure, HIPAA-compliant environments, and clinicians control what gets documented—reviewing and editing all AI-generated content before finalizing notes. Our AI capabilities are powered by enterprise-grade providers including Azure OpenAI, OpenAI, Google, and Deepgram—all covered under Business Associate Agreements that govern data handling and protection of health information.

Standalone AI scribes generate notes in their own system, then require transfer to your EHR—either through copy-paste, browser extensions, or integration syncs. Even with custom template features, you're recreating your note structure in a separate app and moving content between systems. Our AI documentation assistant is built directly into your behavioral health EHR, writing into your actual clinical forms and custom fields in real time. AI-generated content populates the same note templates your clinicians already use—no export step, no reformatting, no duplicate data entry. Documentation flows directly into treatment plans, billing workflows, and compliance tracking without manual transfer. This embedded approach eliminates the friction of managing two systems and ensures AI documentation connects seamlessly to scheduling, authorizations, golden thread tracking, and charge capture.