For behavioral health practices: less paperwork, patient trust kept.
Clinicians should spend their time with patients, not on intake packets and scheduling. We automate the administrative work, keep protected health information safe, and work alongside the IT company and EHR vendor you already have.
Paperwork grows faster than the care team.
Behavioral health records are among the most sensitive a practice can hold. The rules reflect that.
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Admin work eats clinical time
Intake forms, insurance verification, scheduling, reminders, and referral paperwork pull clinicians and front desk staff away from patients.
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Two sets of privacy rules
HIPAA applies to the practice. If you run a substance use disorder program, 42 CFR Part 2 adds stricter rules on consent and sharing for those records.
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AI tools are arriving through vendors
Note-taking and scheduling tools now come with AI features. Each one that touches patient information needs a business associate agreement (BAA) and a careful look at how it stores data.
Automations that take work off the desk.
Three examples of what we build for behavioral health practices. Your Blueprint picks the ones that fit your firm. We find what fits the job: we start with your requirements and work with you to choose the right tool, whether that is ChatGPT, Claude, Gemini, Copilot, n8n, Power Automate, or a custom build. We resell none of them.
Intake packet routing
Check new patient intake forms for missing items, file them to the right place, and send staff a list of what still needs follow-up.
Reminders and no-show follow-up
Send appointment reminders and follow up on missed visits, using only the minimum information each message needs.
Referral inbox sorting
Sort incoming referrals and records requests from fax and email, and route each to the person who handles it.
HIPAA readiness from the first conversation.
We handle the administrative side. Clinical tools stay with the vendors who make them, and we help you choose and secure them.
- A clear path to the required risk analysisThe HIPAA Security Rule requires an accurate and thorough risk analysis. The Blueprint is a readiness assessment, not a full HIPAA Security Rule risk analysis. The full risk analysis is delivered in the Operator Program during the first quarter.
- BAAs with every vendor that touches patient dataIncluding AI and automation tools. No BAA, no patient data.
- Part 2 records handled correctlyIf 42 CFR Part 2 applies, we map where those records live and who can see them, and make sure automations respect the consent rules.
- MFA on the EHR and emailMulti-factor authentication (MFA) on the systems that hold patient information, with access removed when staff leave.
- An AI use policy for staffWhat tools are approved and what patient information may never go into them.
The 21-Day Do More With Less Blueprint for Behavioral Health Practices
Fixed scope, fixed price, 21 days. We find where AI and automation can save your team time, where your security has gaps, and what to do first. About 2 hours of your time, total.
- Intake, scheduling, and front desk tasks worth automating first
- Which AI tools are in use, and whether each one has a business associate agreement
- Gaps against the HIPAA Security Rule, and 42 CFR Part 2 if it applies to you
- Evidence for your cyber insurance questionnaire
21 days, fixed scope.
21 days, fixed scope.
21 days, fixed scope.
The full Blueprint fee is credited toward the first quarter of an Operator Program retainer if you sign within 30 days of the readout. We take on 4 Blueprints a month. Blueprints start on the 1st and the 15th of each month.
Common questions from behavioral health practices.
Is the Blueprint a HIPAA certification?
No. There is no official HIPAA certification. The Blueprint shows where you stand against the HIPAA Security Rule, what to fix first, and which automations are safe to build. The Blueprint is a readiness assessment, not a full HIPAA Security Rule risk analysis. The full risk analysis is delivered in the Operator Program during the first quarter.
Will you sign our business associate agreement (BAA)?
Yes. We sign a BAA before touching any system with patient data. We provide ours or review yours. No patient data reaches us before a signed BAA, and during the Blueprint our access is read-only wherever possible and removed at the end.
Does 42 CFR Part 2 apply to us?
It applies to federally assisted programs that provide substance use disorder diagnosis, treatment, or referral. If you are unsure, we help you work out the question with your compliance advisor, map where those records live, and flag where the stricter rules apply.
Can we use AI note-taking tools?
Many practices do. Before you do, the vendor should sign a BAA, you should know where recordings and notes are stored and for how long, and your policy should say how patients are told. We can review the tool with you before it goes live.
For behavioral health practices
Find the hours your team is losing.
A 30-minute call about your firm, your tools, and your next insurance renewal. You leave knowing whether the Blueprint fits, and what to do first either way.