Documentation guidance for peer and non-clinical staff

Real-time prompts help peer staff write notes that meet program and payer requirements.

What it does

Guides peer staff as they document so notes are complete and consistent.

Where the privacy line sits

Peer notes are part of the record. Your employer needs a BAA with the vendor, and peers should keep what was shared in confidence out of the chart unless it belongs there.

PHI: BAA required. Touches protected health information. Needs a Business Associate Agreement if HIPAA applies.
42 CFR Part 2. May touch substance use disorder records covered by Part 2. Get counsel's review of consent and redisclosure.

What stays human

The peer relationship and what a peer chooses to share about their own story.

Example tools

Eleos for SUD and group therapy

Listed because the vendor publicly describes this capability (source checked 2026-10-17). Not tested by us and not an endorsement. Ask every question in our vendor evaluation guide before you buy.

Not legal advice. Have a healthcare attorney review your setup before any patient or resident information goes into a tool.