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Behavioral Health Automation

Behavioral health carries a second regulatory layer. 42 CFR Part 2 protects substance use disorder records: it limits when they can be shared and bars their use against a patient in legal proceedings without consent or a court order. A 2024 rule carried out CARES Act changes that aligned Part 2 more closely with HIPAA, with compliance required from February 16, 2026, and a system that treats these records like any other PHI can still mishandle them.
A psychologist taking notes during a session with a client

We build behavioral health automation with Part 2 as a design constraint. Each consent is stored with its scope, Part 2 records stay tagged as they move between systems, and every downstream integration is checked against what the patient authorized.

What breaks today

Part 2 consent is stored as a yes or no

A patient can consent to some disclosures and not others, and one consent for treatment, payment, and operations covers only those purposes. A yes-or-no flag loses that scope.

Authorization volume is punishing

Behavioral health carries some of the highest prior authorization and concurrent review burden in healthcare, on thin administrative staffing.

Group and recurring scheduling breaks

Practice management systems built around one-to-one visits handle group therapy and intensive outpatient schedules badly.

No-shows are structurally high

Attendance is part of the clinical picture, and generic reminder tooling does not reflect that.

What we build

Scoped during the assessment, then delivered in one to three week increments against your real systems.

  1. Consent-aware data flows

    Each consent modeled with its scope, with automated checks before any record leaves the boundary that consent allows.

  2. Authorization and concurrent review automation

    Initial authorization, continued stay review, and expiration tracking with escalation before coverage lapses.

  3. Group and program scheduling

    Recurring group, IOP, and PHP schedules with attendance capture that feeds both the chart and billing.

  4. Attendance-aware outreach

    Reminder and re-engagement sequences tuned for the population, with clinical escalation on disengagement patterns.

  5. Part 2 audit reporting

    A disclosure log that answers who received which Part 2 record, under which consent, on what date.

What changes

We measure your baseline during the assessment and set targets against it. We do not promise a figure before that number exists.

  • Consent handling that survives a Part 2 review
  • Authorization lapses caught before the coverage gap creates a write-off
  • Group and program scheduling that reflects how the programs run
  • Attendance and disengagement visible to clinical staff, not just billing

Systems this touches

Integration channel is chosen on verified capability in your environment, not on what is easiest to document.

  • Kipu
  • Netsmart
  • Qualifacts
  • Valant
  • TherapyNotes
  • 42 CFR Part 2

Not sure this is the right workflow to start with? The $24,997 assessment exists to answer exactly that, and it frequently points somewhere other than where leadership expected. New to the topic? Read the practical guide to healthcare workflow automation.

(307) 454-0600

Common Questions

Do you understand 42 CFR Part 2 or just HIPAA?

Both, and we treat them as separate constraints. Part 2 limits when substance use disorder records can be disclosed, with narrower rules than HIPAA for legal proceedings and for consent outside treatment, payment, and operations. Any build touching substance use disorder records is designed against Part 2 first.

Can automated messaging be used with this population?

Yes, with care. Message content is constrained hard, consent is tracked per channel, and escalation to a clinician is built in. We do not ship generic marketing sequences into a behavioral health population.

Talk it through with an engineer.

Tell us what this workflow costs you today and we will tell you honestly whether automating it is worth the engagement.

Do not include protected health information in this form. We execute a business associate agreement before any PHI or workflow detail is shared.

Start with a conversation, not a proposal.

A 45-minute call with a senior engineer. We will tell you honestly whether automation is the right answer for the workflow you have in mind.