Agents in RecoveryIntake paperwork nudges
Sends intake forms and reminds new clients what's still missing.
What it does
Tracks which forms are complete and sends reminders before the first appointment.
Where the privacy line sits
Forms contain PHI. Use a BAA-covered tool and keep reminder text generic.
- PHI: BAA required. Touches protected health information. Needs a Business Associate Agreement if HIPAA applies.
What stays human
Answering questions about consent and rights.
Example tools
None listed. This entry is an idea: we haven't verified a product or public pilot for it. Know of one? Tell us.
Not legal advice. Have a healthcare attorney review your setup before any patient or resident information goes into a tool.