Agents in RecoveryAI for case managers
Case management is coordination across people who don't share a system. AI can do the searching and the reminders. Consent decides what can be shared.
Who this is for
Case managers, care coordinators, discharge planners, and aftercare coordinators in treatment centers, mental health programs, and peer organizations.
Your top challenges, and where AI can help
1. Finding resources near where someone is going
The problem. Housing, meetings, food, and transport vary by town.
How an agent can help. The aftercare resource list builder and peer resource lookup search by location, with no names.
2. Sharing information with the right consent
The problem. Every outside agency needs something, and consent scope is easy to misread.
How an agent can help. A Part 2 consent scope check shows what a consent covers before anything is sent.
3. Coordinating families
The problem. Family sessions and groups take a lot of scheduling.
How an agent can help. Family program scheduling and inquiry routing help. Reminders stay vague on lock screens.
4. Getting up to speed on a case
The problem. Handoffs mean reading a lot of history.
How an agent can help. An intake summary and a chart summary help. Verify anything important against the record.
5. Explaining benefits and keeping follow-up on track
The problem. Clients ask what their plan covers after discharge, and follow-up calls slip.
How an agent can help. Eligibility and benefits prep turns a response into plain language for staff to explain. Outreach reminders keep follow-up calls on schedule.
Three starter steps
- Build a resource list template for your area that an agent can refresh without any client details.
- Add a consent check before every outside disclosure.
- Use reminders for follow-up calls, and make the calls yourself.
Risks and guardrails for this role
- Part 2 consent. Records from a Part 2 program generally need consent that covers the recipient and purpose. See the HHS Part 2 fact sheet.
- Minimum necessary. Share what the receiving agency needs. See HHS's minimum necessary standard.
- No names in searches. Resource lookups don't need a client's name or diagnosis.
- Referrals. Refer on fit, never for anything of value. 18 U.S.C. § 220 covers referrals to recovery homes and treatment facilities.
Every use case below keeps a person in charge of the decision. Agents gather, draft, sort, and remind. People approve.
Matching use cases (10)
Aftercare resource list builder
Helps staff research meetings, housing, and services near where someone is going home.
Idea
Alumni outreach reminders for staff
Reminds alumni staff who to call this week. A person makes the call.
Idea
Benefits summary for staff
Turns an eligibility response into a plain summary staff can explain to a client.
Idea
Consent scope check before a disclosure
Shows staff what a patient's Part 2 consent covers before records go out.
Idea
Family program scheduling and reminders
Schedules family sessions and group nights and sends reminders.
Idea
Instant chart summary before a session
An EHR feature summarizes key patient information and history so a clinician can get oriented fast.
Live product
Intake call summary for the human handoff
A short summary goes to the rep so the caller doesn't repeat their story.
Idea
Privacy-safe appointment reminders
Reminders that never reveal the type of care on a lock screen.
Idea
Resource lookup for peer specialists
Finds food banks, ID help, and recovery housing options without naming the participant.
Idea
Routing calls from family members
Recognizes when a caller is calling about someone else and routes to the right person.
Idea
Frequently asked questions
Can case managers use AI to find community resources?
Yes, and it's one of the safest uses, because a resource search doesn't need anyone's name or diagnosis. Check that listings are current before giving them to a client.
Can AI decide where to refer someone?
No. It can gather options. The case manager and the person decide together, based on fit.
What consent do I need to share SUD treatment records with another agency?
For Part 2 programs, generally written consent that covers the recipient and purpose, unless a specific exception applies. Use your program's consent process and ask your privacy officer when unsure.