FOR INDEPENDENT BEHAVIORAL HEALTH PRACTICES

Make measurement part of the conversation.

For primary-care-level behavioral health, connect screening, medication-management notes, safety planning and follow-up without losing the human relationship.

See the workflow How it works

Specialty Care Pack available
Reviewable clinical proposals
Intake, care plans and follow-up connected

One connected workflowIllustrative workflow

Connected practice workflow

STEP 01

Prepare the screening conversation.

Send PHQ-9 and GAD-7 questionnaires through intake and review trends in the chart. Appropriate caregiver-answered workflows can support adolescent care.

Explore each step. Your team stays in control.

HOW THE WORK MOVES

Your Care Pack, from intake to follow-up.

Specialty workflows built on one patient record—not just a collection of note templates.

01
Prepare the screening conversation.
Send PHQ-9 and GAD-7 questionnaires through intake and review trends in the chart. Appropriate caregiver-answered workflows can support adolescent care.
02
Choose how to document the visit.
Use medication-management and safety-planning templates. Dictation is available; optional ambient scribing requires consent and clinician review before signing.
03
Keep follow-up and safety in view.
Surface screening follow-up and plan-based recalls. Rule-based crisis-language checks can route supported messages to staff and provide the 988 Suicide & Crisis Lifeline.

MEASUREMENT WITH HUMAN CONTEXT

More room for the conversation. A clearer follow-up.

The next screening, a changed score or an unbooked follow-up becomes an item the team can review. Automated checks are a support—not a substitute for clinical assessment or emergency services.

A chart answer linked to its source record for clinician review

Screening over time
Review PHQ-9 and GAD-7 trends in context. A changed score is an item to assess, not an automated diagnosis.
Documentation on your terms
Use medication-management and safety-planning templates or dictation. Optional ambient scribing requires consent and review.
A next step with an owner
Plan-based recalls keep follow-up visible. Automated crisis-language checks support staff but cannot replace clinical assessment or emergency services.

CLEAR RESPONSIBILITIES

Clinical decisions stay with your clinicians.

Care Packs provide specialty intake, documentation, offered scores, treatment-plan recalls and attention worklists. Scores use published definitions and stated inputs; clinicians choose when to use them. Clinical proposals require review. Specialty interfaces and local protocols are confirmed during setup.

Explore the Trust Center

BEFORE YOU DECIDE

A few useful answers.

Is ambient scribing included in the plan?

Ambient scribing is an optional $69 per provider per month add-on, scoped to the provider across clinics. It is not included in the base plans. Patient consent and clinician review are required.

What is the behavioral-health scope?

This Care Pack supports primary-care-level screening, medication management and follow-up. Review specialized psychotherapy-note, substance-use record and confidentiality requirements with us before adoption. Crisis detection is not guaranteed; call 911 for immediate danger or 988 for crisis support.

Can we bring our existing forms and records?

Existing PDF forms can become conversational intake. C-CDA imports support key clinical records; import completeness depends on the source export and should be validated before everyday use.

Do we have to replace all our systems at once?

No. Discuss the workflows you want to improve first and the tools you plan to retain. We will confirm supported handoffs and the scope of a staged adoption.