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Automation

Eliminate the busywork that owns your evenings.

Automate the repetitive work that doesn't need clinical judgment. The result: more time for the work that does.

AI note drafting

The most painful chore, turned into a 90-second review.

Auto-reminders

Auth expirations, supervision gaps, and unsigned notes get reminders so nothing slips.

Parent updates

Weekly caregiver summaries are generated, reviewed, and sent on the schedule you choose.

What's inside

Automation, in detail.

  • AI note drafting (clinician-signed)
  • Auth & supervision reminders
  • Auto-generated caregiver updates
  • Billing exports on a schedule

Billing exports

Daily or weekly clean exports drop into your clearinghouse with CPT codes, modifiers, and place-of-service ready.

Document generation

Treatment plans, BIPs, and re-auth packets are pre-filled from existing data, clinicians edit, don't recreate.

Onboarding flows

New-learner onboarding kicks off intake, scheduling, and program selection in one structured workflow.

Approval routing

Notes, plans, and reports route to the right reviewer automatically based on role, learner, and funder.

Common questions

Are automations configurable per practice?+

Yes. Practices choose which automations are on, what cadence they run, and who reviews their output.

Do automations replace clinicians?+

No. Automations remove busywork, every clinical artifact is still reviewed and signed by a qualified clinician.