Agents in Recovery

Utah Fall Conference on Substance Use · St. George · October 22, 2026

Thanks for coming to the session in St. George

This page goes with Jason Coombs's talk, "AI in Behavioral Health: How Every Role in Your Organization Can Create Bigger Impact in Less Time." Everything here is free, and none of it requires signing up.

Disclosure: Agents in Recovery is Jason's own project, operated by Coombs Ventures LLC. The directory is free to use. Vendors can buy flat-fee sponsorships, which never affect what's listed or how.

Start here: the AI readiness checklist

A short checklist for behavioral health teams: data, BAAs, Part 2, crisis handoffs, referral rules, and staff training. Bring it to your next team or leadership meeting.

Download the checklist (PDF) Printable page · Read it online

No email required.

Find your role

Clinicians, peer support specialists, students, and leaders all use AI differently. Pick the page closest to your work for real problems, starter steps, and the guardrails that apply.

Leadership, finance, and deals

Compliance and quality

Front door and growth

  • Admissions and intake reps

    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

    How treatment center marketers and BD reps can use AI for content and outreach without deceptive claims, patient brokering, or trackers on intake pages.

Care and support teams

  • Clinicians and counselors (addiction professionals)

    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

    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

    How AI agents can help behavioral health case managers find resources, coordinate family sessions, and prepare aftercare, with consent rules for sharing records.

Housing and justice

  • Sober living owners and 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

    How probation officers, jail and prison discharge planners, and reentry teams can use AI for resource planning and paperwork within treatment data rules.

Students: the clinician and peer support pages are a good place to start. See all roles or browse the full directory.

Safe first steps

Drawn from the guides on this site. Small, boring, and worth doing before anything else.

  1. List every AI tool your staff already use, including free ones. That inventory is the first step in adding AI to your HIPAA risk analysis. AI tool inventory.
  2. Get a BAA and data-use terms in writing before any patient information goes into a tool. HIPAA checklist for AI agents.
  3. Send only what the task needs. Use de-identified or aggregate data where you can. Minimum necessary, in plain terms.
  4. Keep a person in the loop. Decide in writing who reviews each kind of AI output before anyone relies on it, and test crisis handoffs before launch. What AI should never do in addiction treatment.
  5. Write a one-page staff policy, train on it, and check that it stuck. Most AI privacy mistakes are someone pasting something into the wrong tool. Staff training guide.
  6. If you handle substance use disorder records, check how 42 CFR Part 2 applies before you pick a tool. Part 2 and AI tools.

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