# Agents in Recovery

> A directory of AI agent use cases in behavioral health (addiction treatment, mental health practices, recovery coaching, peer support, sober living, and family support). Each entry lists maturity (live product, pilot, or idea), example tools only when publicly verifiable, and privacy risk notes covering PHI, Business Associate Agreements, and 42 CFR Part 2. Written by Jason Coombs. Educational, not legal advice.

Editorial rules: no invented vendors, statistics, or outcomes. Person-first language. Sponsors pay flat fees only and cannot influence listings. No pay-per-lead, pay-per-referral, or pay-per-admit arrangements, because of the federal Eliminating Kickbacks in Recovery Act (18 U.S.C. 220).

Settings: Treatment centers, Mental health practices, Recovery coaching, Peer support, Sober living, Family support.
Functions: Admissions and intake, Clinical documentation, Scheduling, Billing and RCM, Alumni and aftercare, Marketing, Compliance, Staff training.
Maturity levels: 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
- [AI Agents for Treatment Center Admissions: What to Automate and What to Keep Human](https://agentsinrecovery.com/articles/ai-agents-treatment-center-admissions): 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](https://agentsinrecovery.com/articles/what-ai-agents-should-never-do-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](https://agentsinrecovery.com/articles/ai-documentation-sud-counselors): 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](https://agentsinrecovery.com/articles/ai-mental-health-practice-intake): 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](https://agentsinrecovery.com/articles/ai-therapy-notes-consent-psychotherapy-notes): 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](https://agentsinrecovery.com/articles/part-2-ai-tools-substance-use-records): 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](https://agentsinrecovery.com/articles/ai-behavioral-health-billing-revenue-cycle): 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](https://agentsinrecovery.com/articles/ai-tools-recovery-coaches): 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](https://agentsinrecovery.com/articles/ai-tools-peer-recovery-specialists): 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](https://agentsinrecovery.com/articles/ai-recovery-community-organizations-grant-reporting): 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](https://agentsinrecovery.com/articles/hipaa-safe-ai-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](https://agentsinrecovery.com/articles/ai-sober-living-admissions-waitlists-ekra): 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](https://agentsinrecovery.com/articles/phi-baa-ai-primer-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](https://agentsinrecovery.com/articles/evaluate-ai-vendor-behavioral-health): 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](https://agentsinrecovery.com/articles/hipaa-ai-agents-behavioral-health-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](https://agentsinrecovery.com/articles/train-staff-ai-behavioral-health-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.

## Directory
- [Ad certification readiness check](https://agentsinrecovery.com/use-cases/ad-certification-readiness-check): Organizes the documents a treatment center needs before applying for addiction treatment ad certification. Maturity: Idea. Functions: Marketing, Compliance.
- [Admissions call review on de-identified transcripts](https://agentsinrecovery.com/use-cases/admissions-call-quality-review): AI scores admissions calls against your script so leaders can coach reps. Maturity: Idea. Functions: Compliance, Staff training.
- [Admissions web chat and two-way text](https://agentsinrecovery.com/use-cases/admissions-web-chat-and-sms): A chat widget and SMS line run the same approved intake script as the phone and hand off to a live admissions rep. Maturity: Live product. Functions: Admissions and intake.
- [After-hours admissions voice agent](https://agentsinrecovery.com/use-cases/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. Maturity: Live product. Functions: Admissions and intake.
- [Aftercare resource list builder](https://agentsinrecovery.com/use-cases/aftercare-resource-list-builder): Helps staff research meetings, housing, and services near where someone is going home. Maturity: Idea. Functions: Alumni and aftercare.
- [AI review of notes for documentation and billing gaps](https://agentsinrecovery.com/use-cases/ai-note-compliance-audit): AI scans clinical notes and flags missing elements and billing risks before payers find them. Maturity: Live product. Functions: Compliance, Billing and RCM.
- [AI tool inventory](https://agentsinrecovery.com/use-cases/ai-tool-inventory): A running list of every AI tool staff use, what data goes in, and whether a BAA exists. Maturity: Idea. Functions: Compliance.
- [Alumni event promotion](https://agentsinrecovery.com/use-cases/alumni-event-promotion): Drafts event emails, flyers, and posts for alumni gatherings. Maturity: Idea. Functions: Alumni and aftercare, Marketing.
- [Alumni outreach reminders for staff](https://agentsinrecovery.com/use-cases/alumni-outreach-reminders-for-staff): Reminds alumni staff who to call this week. A person makes the call. Maturity: Idea. Functions: Alumni and aftercare.
- [Ambient scribe for SUD group sessions](https://agentsinrecovery.com/use-cases/ambient-scribe-sud-group-notes): An ambient tool separates speakers in group therapy and drafts both a group note and individual notes for clinician review. Maturity: Live product. Functions: Clinical documentation.
- [Ambient scribe for therapy progress notes](https://agentsinrecovery.com/use-cases/ambient-scribe-therapy-progress-notes): An AI scribe listens to a session, with client consent, and drafts a progress note the therapist reviews and signs. Maturity: Live product. Functions: Clinical documentation.
- [Application completeness check](https://agentsinrecovery.com/use-cases/sober-living-application-check): Flags missing pieces in a recovery residence application before staff review. Maturity: Idea. Functions: Admissions and intake.
- [Approved FAQ knowledge base for any front-door agent](https://agentsinrecovery.com/use-cases/admissions-faq-knowledge-base): Write and maintain the only source an agent is allowed to answer from. Maturity: Idea. Functions: Admissions and intake, Marketing.
- [Ask questions across a patient chart](https://agentsinrecovery.com/use-cases/ask-the-chart-search): Clinicians type a question and get answers drawn from the patient's chart. Maturity: Live product. Functions: Clinical documentation.
- [Benefits summary for staff](https://agentsinrecovery.com/use-cases/eligibility-and-benefits-prep): Turns an eligibility response into a plain summary staff can explain to a client. Maturity: Idea. Functions: Billing and RCM.
- [Chore rotation and house meeting scheduler](https://agentsinrecovery.com/use-cases/chore-and-house-meeting-scheduler): Builds fair chore rotations and meeting agendas for each house. Maturity: Idea. Functions: Scheduling.
- [Claim denial pattern analysis](https://agentsinrecovery.com/use-cases/claim-denial-pattern-analysis): Spots which payers, codes, and services get denied most. Maturity: Idea. Functions: Billing and RCM.
- [Community outreach content](https://agentsinrecovery.com/use-cases/rco-outreach-content): Drafts letters and one-pagers for courts, hospitals, churches, and employers. Maturity: Idea. Functions: Marketing.
- [Consent scope check before a disclosure](https://agentsinrecovery.com/use-cases/part2-consent-scope-check): Shows staff what a patient's Part 2 consent covers before records go out. Maturity: Idea. Functions: Compliance.
- [Conversational intake for a public mental health service](https://agentsinrecovery.com/use-cases/digital-front-door-intake-chatbot): A chatbot gathers referral and screening questionnaire answers before a clinician's assessment. Maturity: Live product. Functions: Admissions and intake.
- [Crisis phrase test suite for agents](https://agentsinrecovery.com/use-cases/crisis-phrase-test-suite): A fixed set of test conversations run against every agent after every update. Maturity: Idea. Functions: Compliance, Staff training.
- [Daytime overflow call answering for admissions](https://agentsinrecovery.com/use-cases/overflow-admissions-call-answering): When every rep is already on a call, an AI agent picks up instead of voicemail and queues the caller for a person. Maturity: Live product. Functions: Admissions and intake.
- [Denial appeal letter drafts](https://agentsinrecovery.com/use-cases/denial-appeal-letter-drafting): Drafts insurance appeal letters from the denial and the clinical record. Maturity: Idea. Functions: Billing and RCM.
- [Documentation guidance for peer and non-clinical staff](https://agentsinrecovery.com/use-cases/peer-staff-documentation-guidance): Real-time prompts help peer staff write notes that meet program and payer requirements. Maturity: Live product. Functions: Clinical documentation, Staff training.
- [Draft treatment plans for clinician review](https://agentsinrecovery.com/use-cases/treatment-plan-drafting): AI drafts a treatment plan from session content that the clinician edits and approves. Maturity: Live product. Functions: Clinical documentation.
- [Family coaching notes that protect the absent loved one](https://agentsinrecovery.com/use-cases/family-coaching-session-notes): Notes focus on the family member's goals and keep details about the loved one to a minimum. Maturity: Idea. Functions: Clinical documentation.
- [Family education content drafts](https://agentsinrecovery.com/use-cases/family-education-content): Drafts plain-language handouts and emails for families of people with a substance use disorder. Maturity: Idea. Functions: Marketing, Alumni and aftercare.
- [Family program scheduling and reminders](https://agentsinrecovery.com/use-cases/family-program-scheduling): Schedules family sessions and group nights and sends reminders. Maturity: Idea. Functions: Scheduling.
- [Family support group facilitator prep](https://agentsinrecovery.com/use-cases/family-group-facilitator-prep): Drafts session outlines and discussion questions from your curriculum. Maturity: Idea. Functions: Staff training.
- [Grant report drafting from totals](https://agentsinrecovery.com/use-cases/rco-grant-report-drafting): Formats quarterly numbers and drafts narrative for recovery community organizations. Maturity: Idea. Functions: Compliance.
- [Instant chart summary before a session](https://agentsinrecovery.com/use-cases/chart-summary-snapshot): An EHR feature summarizes key patient information and history so a clinician can get oriented fast. Maturity: Live product. Functions: Clinical documentation.
- [Insurance eligibility check during the intake call](https://agentsinrecovery.com/use-cases/insurance-verification-during-intake-call): The agent runs an eligibility check while the caller is still on the line and logs the result for staff. Maturity: Live product. Functions: Admissions and intake, Billing and RCM.
- [Intake call summary for the human handoff](https://agentsinrecovery.com/use-cases/intake-call-summary-for-handoff): A short summary goes to the rep so the caller doesn't repeat their story. Maturity: Idea. Functions: Admissions and intake.
- [Intake paperwork nudges](https://agentsinrecovery.com/use-cases/intake-packet-follow-up): Sends intake forms and reminds new clients what's still missing. Maturity: Idea. Functions: Admissions and intake.
- [Marketing drafts for a coaching practice](https://agentsinrecovery.com/use-cases/coaching-practice-marketing-drafts): Website copy, posts, and newsletter drafts for recovery and family coaches. Maturity: Idea. Functions: Marketing.
- [New hire policy assistant](https://agentsinrecovery.com/use-cases/new-hire-policy-assistant): Answers new staff questions from the employee handbook and policy manual. Maturity: Idea. Functions: Staff training.
- [Next-morning text after a missed or dropped call](https://agentsinrecovery.com/use-cases/missed-call-follow-up-text): A short, generic text lets someone know a person will call them back. Maturity: Idea. Functions: Admissions and intake.
- [No-show pattern reporting](https://agentsinrecovery.com/use-cases/no-show-pattern-reporting): Finds which days, times, and reminder types have the most missed appointments. Maturity: Idea. Functions: Scheduling.
- [Note assistant built into an addiction treatment EHR](https://agentsinrecovery.com/use-cases/ehr-embedded-note-assistant): AI inside the EHR turns recorded or dictated sessions into structured notes in the program's existing forms. Maturity: Live product. Functions: Clinical documentation.
- [Occupancy and length-of-stay reporting](https://agentsinrecovery.com/use-cases/occupancy-and-length-of-stay-reporting): Monthly owner report on beds filled and average stay, with no names. Maturity: Idea. Functions: Compliance.
- [Outbound AI callbacks with documented consent](https://agentsinrecovery.com/use-cases/consented-outbound-ai-callbacks): AI calls back people who asked to be called, with consent captured first. Maturity: Idea. Functions: Admissions and intake.
- [Pre-session recap from prior notes](https://agentsinrecovery.com/use-cases/session-prep-recap): Before a session, AI pulls what was discussed last time and what the client planned to work on. Maturity: Live product. Functions: Clinical documentation.
- [Privacy-safe appointment reminders](https://agentsinrecovery.com/use-cases/privacy-safe-appointment-reminders): Reminders that never reveal the type of care on a lock screen. Maturity: Idea. Functions: Scheduling.
- [Recovery coach scheduling assistant](https://agentsinrecovery.com/use-cases/recovery-coach-scheduling-assistant): Handles booking, rescheduling, and reminders for a solo coaching practice. Maturity: Idea. Functions: Scheduling.
- [Referral partner outreach drafts](https://agentsinrecovery.com/use-cases/referral-partner-outreach-drafting): Drafts emails and one-pagers to hospitals, courts, and community partners. Maturity: Idea. Functions: Marketing.
- [Resident handbook question assistant](https://agentsinrecovery.com/use-cases/house-handbook-qa-assistant): Residents ask routine house-rule questions at night and get answers from the handbook only. Maturity: Idea. Functions: Compliance.
- [Resource lookup for peer specialists](https://agentsinrecovery.com/use-cases/peer-resource-lookup): Finds food banks, ID help, and recovery housing options without naming the participant. Maturity: Idea. Functions: Alumni and aftercare.
- [Routing calls from family members](https://agentsinrecovery.com/use-cases/family-member-inquiry-routing): Recognizes when a caller is calling about someone else and routes to the right person. Maturity: Idea. Functions: Admissions and intake.
- [SEO content drafts for a treatment center](https://agentsinrecovery.com/use-cases/treatment-center-seo-content): Drafts educational pages on levels of care, what to expect, and family resources. Maturity: Idea. Functions: Marketing.
- [Session prep from the coach's own notes](https://agentsinrecovery.com/use-cases/coach-session-prep-from-own-notes): Pulls the coach's notes from last time into a short recap before a session. Maturity: Idea. Functions: Clinical documentation.
- [Small-count check before publishing a report](https://agentsinrecovery.com/use-cases/small-count-suppression-check): Flags any count in a report small enough to identify someone. Maturity: Idea. Functions: Compliance.
- [Sober living inquiry agent](https://agentsinrecovery.com/use-cases/sober-living-inquiry-agent): Answers late-night questions about cost, rules, and openings and books a call with the house manager. Maturity: Idea. Functions: Admissions and intake.
- [Staff AI policy practice quiz](https://agentsinrecovery.com/use-cases/staff-ai-policy-quiz): Short scenario cards that teach staff what can and can't go into AI tools. Maturity: Idea. Functions: Staff training.
- [Therapist shortlist by logistics](https://agentsinrecovery.com/use-cases/therapist-matching-by-logistics): Narrows clinicians by openings, insurance, age group, language, and telehealth state. Maturity: Idea. Functions: Admissions and intake, Scheduling.
- [Turn a clinician's short summary into a full note](https://agentsinrecovery.com/use-cases/summary-to-note-drafting): The clinician types or dictates a few lines after a session and the tool expands them into a structured draft note. Maturity: Live product. Functions: Clinical documentation.
- [Utilization review packet prep](https://agentsinrecovery.com/use-cases/utilization-review-packet-prep): Assembles the documents a reviewer needs for a continued-stay request. Maturity: Idea. Functions: Billing and RCM.
- [Vendor BAA tracker](https://agentsinrecovery.com/use-cases/vendor-baa-tracker): Tracks which vendors have signed BAAs, their subcontractors, and renewal dates. Maturity: Idea. Functions: Compliance.
- [Volunteer scheduling for RCOs](https://agentsinrecovery.com/use-cases/rco-volunteer-scheduling): Fills volunteer shifts and sends reminders. Maturity: Idea. Functions: Scheduling.
- [Waitlist that stays current](https://agentsinrecovery.com/use-cases/sober-living-waitlist-management): Weekly check-ins with people on the waitlist and a notice to the next person when a bed opens. Maturity: Idea. Functions: Admissions and intake, Scheduling.
- [Website tracking audit for intake pages](https://agentsinrecovery.com/use-cases/website-tracking-audit): Finds ad pixels and trackers on pages where people type intake details. Maturity: Idea. Functions: Marketing, Compliance.

## Roles
- [Find your role](https://agentsinrecovery.com/roles): AI use cases, starter steps, and guardrails by job.
- [CEOs, owners, and executives](https://agentsinrecovery.com/roles/executives): Where AI agents fit in a treatment center or practice, what leaders should own, and the privacy rules that come with it. For CEOs, owners, COOs, and CTOs.
- [CFOs and billing and revenue cycle managers](https://agentsinrecovery.com/roles/cfo-billing-revenue-cycle): How AI agents can help behavioral health CFOs and billing managers with eligibility, denials, appeals, and documentation gaps, with people signing off.
- [Insurance verification, utilization review, and authorization staff](https://agentsinrecovery.com/roles/insurance-utilization-review): How AI agents can help behavioral health UR, authorization, and insurance verification staff with packets, deadlines, and denial reasons, with clinicians deciding.
- [M&A and private equity attorneys and deal teams](https://agentsinrecovery.com/roles/mergers-acquisitions-due-diligence): An AI due diligence checklist for behavioral health M&A and private equity deal teams: vendors, data flows, BAAs, Part 2 consent, trackers, and marketing deals.
- [Compliance, risk management, and privacy staff](https://agentsinrecovery.com/roles/compliance-privacy): A practical AI playbook for behavioral health compliance and privacy officers: tool inventories, BAAs, Part 2 consent, website trackers, and staff training.
- [Accreditation and quality staff (Joint Commission, CARF)](https://agentsinrecovery.com/roles/accreditation): How accreditation and quality staff at behavioral health programs can use AI for survey readiness, chart audits, and policy upkeep, and what AI governance to show.
- [Admissions and intake reps](https://agentsinrecovery.com/roles/admissions-intake): How AI agents can help admissions and intake reps answer every call, skip repeat questions, and verify insurance, with crisis handoff and privacy rules built in.
- [Marketing and business development reps](https://agentsinrecovery.com/roles/marketing-business-development): How treatment center marketers and BD reps can use AI for content and outreach without deceptive claims, patient brokering, or trackers on intake pages.
- [Clinicians and counselors (addiction professionals)](https://agentsinrecovery.com/roles/clinicians-counselors): How AI documentation tools can help counselors, therapists, and addiction professionals with notes and treatment plans, with consent, review, and Part 2 rules.
- [Recovery coaches and peer support specialists](https://agentsinrecovery.com/roles/recovery-coaches-peer-support): Practical AI help for recovery coaches, peer support specialists, and RCOs: scheduling, notes, resource lookups, and grant reports, with privacy and referral rules.
- [Case managers](https://agentsinrecovery.com/roles/case-managers): How AI agents can help behavioral health case managers find resources, coordinate family sessions, and prepare aftercare, with consent rules for sharing records.
- [Sober living owners and managers](https://agentsinrecovery.com/roles/sober-living-owners-managers): How sober living owners and house managers can use AI for inquiries, applications, waitlists, and house operations, and why referral payments stay off limits.
- [Corrections and reentry teams](https://agentsinrecovery.com/roles/corrections-reentry): How probation officers, jail and prison discharge planners, and reentry teams can use AI for resource planning and paperwork within treatment data rules.

## Settings
- [Addiction treatment centers](https://agentsinrecovery.com/library/treatment-centers): Admissions, insurance verification, scheduling, and the back office of detox, residential, PHP, IOP, and outpatient programs.
- [Mental health practices](https://agentsinrecovery.com/library/mental-health-practices): Group and solo therapy practices: intake, scheduling, documentation support, and billing follow-up.
- [Recovery coaching](https://agentsinrecovery.com/library/recovery-coaching): Independent and private-pay recovery coaches and family coaches running a small practice.
- [Peer support](https://agentsinrecovery.com/library/peer-support): Peer recovery specialists and recovery community organizations, including grant-funded and Medicaid-billed programs.
- [Sober living and recovery residences](https://agentsinrecovery.com/library/sober-living): Recovery residence owners and house managers: applications, waitlists, house operations, and resident communication.
- [Family support](https://agentsinrecovery.com/library/family-support): Family programs, family coaching, and support groups for people who love someone with a substance use disorder.
- [Foundations (all settings)](https://agentsinrecovery.com/library/foundations): Privacy, vendor selection, and staff training. Read these before you buy anything.

## Optional
- [Readiness checklist](https://agentsinrecovery.com/checklist): The Behavioral Health AI Agent Readiness Checklist.
- [Sponsors and media kit](https://agentsinrecovery.com/sponsors): Flat-fee sponsorship ($250 per newsletter issue, $500/month category or role page sponsor, $1,000/month featured vendor) and editorial independence policy. No pay-per-lead, referral, or admission.
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