Agents in RecoveryDirectory · 60 use cases
AI agent use cases in behavioral health
What AI agents can do for treatment centers, therapy practices, recovery coaches, peer programs, sober living homes, and family programs. Every entry says how mature it is and where the privacy line sits: no PHI, BAA required, or 42 CFR Part 2.
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Use-case directory
60 of 60 use cases
- IdeaNo PHI
Ad certification readiness check
Organizes the documents a treatment center needs before applying for addiction treatment ad certification.
- IdeaPart 2BAA
Admissions call review on de-identified transcripts
AI scores admissions calls against your script so leaders can coach reps.
- Live productPart 2BAA
Admissions web chat and two-way text
A chat widget and SMS line run the same approved intake script as the phone and hand off to a live admissions rep.
- Live productPart 2BAA
After-hours admissions voice agent
An AI voice agent answers the admissions line nights and weekends, collects basics, and hands callers to on-call staff.
- IdeaNo PHI
Aftercare resource list builder
Helps staff research meetings, housing, and services near where someone is going home.
- Live productPart 2BAA
AI review of notes for documentation and billing gaps
AI scans clinical notes and flags missing elements and billing risks before payers find them.
- IdeaNo PHI
AI tool inventory
A running list of every AI tool staff use, what data goes in, and whether a BAA exists.
- IdeaNo PHI
Alumni event promotion
Drafts event emails, flyers, and posts for alumni gatherings.
- IdeaPart 2BAA
Alumni outreach reminders for staff
Reminds alumni staff who to call this week. A person makes the call.
- Live productPart 2BAA
Ambient scribe for SUD group sessions
An ambient tool separates speakers in group therapy and drafts both a group note and individual notes for clinician review.
- Live productPart 2BAA
Ambient scribe for therapy progress notes
An AI scribe listens to a session, with client consent, and drafts a progress note the therapist reviews and signs.
- IdeaBAA
Application completeness check
Flags missing pieces in a recovery residence application before staff review.
- IdeaNo PHI
Approved FAQ knowledge base for any front-door agent
Write and maintain the only source an agent is allowed to answer from.
- Live productPart 2BAA
Ask questions across a patient chart
Clinicians type a question and get answers drawn from the patient's chart.
- IdeaPart 2BAA
Benefits summary for staff
Turns an eligibility response into a plain summary staff can explain to a client.
- IdeaNo PHI
Chore rotation and house meeting scheduler
Builds fair chore rotations and meeting agendas for each house.
- IdeaBAA
Claim denial pattern analysis
Spots which payers, codes, and services get denied most.
- IdeaNo PHI
Community outreach content
Drafts letters and one-pagers for courts, hospitals, churches, and employers.
- IdeaPart 2BAA
Consent scope check before a disclosure
Shows staff what a patient's Part 2 consent covers before records go out.
- Live productBAA
Conversational intake for a public mental health service
A chatbot gathers referral and screening questionnaire answers before a clinician's assessment.
- IdeaNo PHI
Crisis phrase test suite for agents
A fixed set of test conversations run against every agent after every update.
- Live productPart 2BAA
Daytime overflow call answering for admissions
When every rep is already on a call, an AI agent picks up instead of voicemail and queues the caller for a person.
- IdeaPart 2BAA
Denial appeal letter drafts
Drafts insurance appeal letters from the denial and the clinical record.
- Live productPart 2BAA
Documentation guidance for peer and non-clinical staff
Real-time prompts help peer staff write notes that meet program and payer requirements.
- Live productBAA
Draft treatment plans for clinician review
AI drafts a treatment plan from session content that the clinician edits and approves.
- IdeaBAA
Family coaching notes that protect the absent loved one
Notes focus on the family member's goals and keep details about the loved one to a minimum.
- IdeaNo PHI
Family education content drafts
Drafts plain-language handouts and emails for families of people with a substance use disorder.
- IdeaPart 2BAA
Family program scheduling and reminders
Schedules family sessions and group nights and sends reminders.
- IdeaNo PHI
Family support group facilitator prep
Drafts session outlines and discussion questions from your curriculum.
- IdeaNo PHI
Grant report drafting from totals
Formats quarterly numbers and drafts narrative for recovery community organizations.
- Live productPart 2BAA
Instant chart summary before a session
An EHR feature summarizes key patient information and history so a clinician can get oriented fast.
- Live productPart 2BAA
Insurance eligibility check during the intake call
The agent runs an eligibility check while the caller is still on the line and logs the result for staff.
- IdeaPart 2BAA
Intake call summary for the human handoff
A short summary goes to the rep so the caller doesn't repeat their story.
- IdeaBAA
Intake paperwork nudges
Sends intake forms and reminds new clients what's still missing.
- IdeaNo PHI
Marketing drafts for a coaching practice
Website copy, posts, and newsletter drafts for recovery and family coaches.
- IdeaNo PHI
New hire policy assistant
Answers new staff questions from the employee handbook and policy manual.
- IdeaPart 2BAA
Next-morning text after a missed or dropped call
A short, generic text lets someone know a person will call them back.
- IdeaNo PHI
No-show pattern reporting
Finds which days, times, and reminder types have the most missed appointments.
- Live productPart 2BAA
Note assistant built into an addiction treatment EHR
AI inside the EHR turns recorded or dictated sessions into structured notes in the program's existing forms.
- IdeaNo PHI
Occupancy and length-of-stay reporting
Monthly owner report on beds filled and average stay, with no names.
- IdeaBAA
Outbound AI callbacks with documented consent
AI calls back people who asked to be called, with consent captured first.
- Live productBAA
Pre-session recap from prior notes
Before a session, AI pulls what was discussed last time and what the client planned to work on.
- IdeaBAA
Privacy-safe appointment reminders
Reminders that never reveal the type of care on a lock screen.
- IdeaBAA
Recovery coach scheduling assistant
Handles booking, rescheduling, and reminders for a solo coaching practice.
- IdeaNo PHI
Referral partner outreach drafts
Drafts emails and one-pagers to hospitals, courts, and community partners.
- IdeaNo PHI
Resident handbook question assistant
Residents ask routine house-rule questions at night and get answers from the handbook only.
- IdeaNo PHI
Resource lookup for peer specialists
Finds food banks, ID help, and recovery housing options without naming the participant.
- IdeaPart 2BAA
Routing calls from family members
Recognizes when a caller is calling about someone else and routes to the right person.
- IdeaNo PHI
SEO content drafts for a treatment center
Drafts educational pages on levels of care, what to expect, and family resources.
- IdeaBAA
Session prep from the coach's own notes
Pulls the coach's notes from last time into a short recap before a session.
- IdeaNo PHI
Small-count check before publishing a report
Flags any count in a report small enough to identify someone.
- IdeaBAA
Sober living inquiry agent
Answers late-night questions about cost, rules, and openings and books a call with the house manager.
- IdeaNo PHI
Staff AI policy practice quiz
Short scenario cards that teach staff what can and can't go into AI tools.
- IdeaBAA
Therapist shortlist by logistics
Narrows clinicians by openings, insurance, age group, language, and telehealth state.
- Live productPart 2BAA
Turn a clinician's short summary into a full note
The clinician types or dictates a few lines after a session and the tool expands them into a structured draft note.
- IdeaPart 2BAA
Utilization review packet prep
Assembles the documents a reviewer needs for a continued-stay request.
- IdeaNo PHI
Vendor BAA tracker
Tracks which vendors have signed BAAs, their subcontractors, and renewal dates.
- IdeaNo PHI
Volunteer scheduling for RCOs
Fills volunteer shifts and sends reminders.
- IdeaBAA
Waitlist that stays current
Weekly check-ins with people on the waitlist and a notice to the next person when a bed opens.
- IdeaBAA
Website tracking audit for intake pages
Finds ad pixels and trackers on pages where people type intake details.
Submit a use case
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How to read an entry
- Live product
- At least one product publicly offers this. Source linked. Listing is not an endorsement.
- Pilot
- A publicly documented pilot exists. Source linked.
- Idea
- A use case worth considering. No verified product or pilot is cited here.
Guides
16 long-form guides that go deeper on the use cases above. Start with the PHI and BAA primer.
AI Agents for Treatment Center Admissions: What to Automate and What to Keep Human
How addiction treatment centers can use AI agents on the admissions line: what to automate, where the HIPAA and Part 2 line sits, and what must stay human.
What an AI Agent Should Never Do in Addiction Treatment
The hard lines for AI agents in addiction treatment: crisis response, clinical decisions, referral payments, Part 2 records, and the moments that need a person.
AI Documentation for SUD Counselors: Group Notes, Part 2, and Review
How substance use disorder counselors can use AI scribes and note drafting for individual and group sessions, with the Part 2, consent, and review rules spelled out.
AI for Mental Health Practice Intake: A Practical Setup
How therapy and counseling practices can use AI agents for intake, scheduling, and insurance questions without crossing HIPAA lines or acting as a clinician.
AI Note-Taking in Therapy: Consent, Psychotherapy Notes, and Where the Line Is
What therapists and group practices should know before using an AI scribe: BAAs, client consent, psychotherapy notes under HIPAA, state laws, and review rules.
42 CFR Part 2 and AI Tools: What SUD Programs Need to Know
What the 2024 Part 2 final rule changed, and what it means when an addiction treatment program puts substance use disorder records into an AI tool.
AI for Behavioral Health Billing: Eligibility, Denials, and Appeals
How AI agents can help behavioral health billing teams with eligibility checks, denial patterns, appeals, and utilization review, and where people decide.
AI Tools for Recovery Coaches: Admin Help Without Losing the Relationship
How independent recovery coaches and family coaches can use AI for scheduling, follow-up, and marketing, where privacy rules apply, and what stays human.
AI Tools for Peer Recovery Specialists: Help With the Paperwork, Not the Peer Work
Where AI helps peer recovery specialists and peer recovery coaches: documentation, resource lookup, and scheduling. Plus the privacy line and what stays human.
AI for Recovery Community Organizations: Grant Reports, Volunteers, and Outreach
How recovery community organizations can use AI for grant reporting, volunteer scheduling, and outreach with aggregate data, plus where the privacy line sits.
HIPAA-Safe AI for Sober Living Operators
Does HIPAA apply to your sober living home? How recovery residence operators can use AI for house operations safely, and where the privacy line sits.
AI for Sober Living Admissions and Waitlists, Without Patient Brokering
How recovery residences can use AI to answer inquiries and manage waitlists, and why referral payments under EKRA are off limits no matter the software.
PHI, BAAs, and AI: A Plain-Language Primer for Behavioral Health
A plain-language guide to PHI, de-identified data, Business Associate Agreements, and 42 CFR Part 2 for behavioral health teams using AI tools.
How to Evaluate an AI Vendor in Behavioral Health: The Questions to Ask Before You Sign
The questions behavioral health operators should ask any AI vendor about BAAs, data use, Part 2, crisis handoffs, pricing, and accuracy before signing.
HIPAA Considerations for AI Agents in Behavioral Health: A Working Checklist
A practical HIPAA checklist for behavioral health teams adding an AI agent: BAAs, risk analysis, minimum necessary, website tracking, Section 1557, and human review.
Training Your Staff to Use AI Without Leaking PHI
A practical AI training plan and one-page policy for behavioral health teams: what staff can put into AI tools, what they can't, and what to do after a mistake.
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