What the product delivers today
From template picker to signed encounter PDF
Clinicians choose a treatment template; the menu shows only relevant sections across a 16-section catalog — screening, evaluation, MSE, diagnosis, plan, goals, interventions, meds, risk, safety planning, education, referrals, encounter, follow-up, monthly review, and sign.
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Template-driven 16-section workflow
Initial psychiatric evaluation, psychotherapy, medication management, crisis / high risk, family / couples, group, follow-up, monthly review, and comprehensive episode — each showing the sections that visit needs.
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Smart face-to-face visit timer
Header timer tracks clinical-route F2F minutes, pauses on documentation routes, and feeds the encounter. Psychotherapy bands map minutes toward common visit codes — separate from BHI and CCM timers.
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Server-side CPT rule engine
Admin-tunable rules auto-apply on encounter save for eval, psychotherapy bands, E/M add-ons, crisis, family/group, instrument counts, and safety-plan documentation — with BHI care-management codes stripped from MH.