AI-Powered Administrative Automation for Behavioral Health
Faxed referrals, patient calls and progress notes pile up between back-to-back visits. Caesar files the documents, answers and books the calls, and drafts the note in your template.
In a behavioral health practice
A faxed referral, a cancellation, an after-hours call, a session note. See how Caesar handles the work around your caseload.
Four pages from a primary care office.
Unreadable details go to a person.
Referral letters and outside records are read, matched to the patient and filed. Unreadable details go to a person for review.
Confirm upcoming visits and offer cancellations to patients on the waitlist, using your provider and session rules.
The call is answered.
The clinician decides the response.
The Phone Agent follows your written crisis protocol and transfers the caller to the on-call number you set. Your clinician decides the response.
Engaged. One alternative thought identified.
New thought record. Review next visit.
The note is drafted in your practice's template. Your clinician reviews, edits and signs it.
Follow a therapy patient
Choose a stage to see what happens. The clinician directs treatment. The intake and billing agents are in beta.
"I'd like to speak with someone about my anxiety."
The Phone Agent matches the therapist to your booking criteria and uses the session length set by your practice.
AI Scribe
Capture the intervention, the patient's response and the plan in the format your practice uses. Your clinician reviews and signs the draft.
Drafts follow the template your practice already uses, such as SOAP, DAP or BIRP.
Nothing is final until your clinician reviews, edits and signs the draft.
Prior records seed the chart as facts a provider accepts. The draft reads that history, so it knows the patient before the session starts.
We confirm note write-back with your EMR before rollout.
Reports worry after a family conflict and two nights of poor sleep. Completed last week's thought record.
Engaged. Identified a recurring catastrophic thought and one alternative.
Continue weekly sessions. Assign a new thought record. Review it at the next visit.
11 agents for behavioral health
Start with the work slowing your practice down, often the phone or the fax queue. Then add documentation and the follow-up around each visit.
Book by provider and visit type. Keep intakes, therapy sessions and medication-management follow-ups in the right time blocks.
Phone AgentSend reminders before each visit. Patients can confirm or ask to reschedule by text.
SMS AgentAnswer questions about starting therapy or seeing a psychiatrist, then book the intake.
Web AgentBetaOffer canceled sessions to the waitlist. Reconnect with patients who miss a recurring appointment.
Appointment CoordinationRead each incoming fax, match it to the patient and file it where the treating clinician can find it.
Document InboxSend intake and consent forms with e-signature ahead of the first session. The signed form files to the patient's chart.
Intake Form AgentBetaDraft the progress note in the format your practice uses, such as SOAP, DAP or BIRP. The draft reads the patient's chart history. Your clinician reviews and signs.
AI ScribeTrack the referral through the specialist visit and follow up for the consultation record.
Referral ManagementDeliver the clinician's worksheets and psychoeducation through the patient portal after the session.
Patient EducationFlag a missed session or a medication-management visit coming due, using your care schedule. The Phone Agent can call the patients on a recall list.
Care Gap AgentBeta agents are available for evaluation. We confirm your therapy workflows and EMR support before rollout.
We check recurring-session scheduling and therapy-note write-back with your system before rollout.
Behavioral health questions
Yes. Booking follows your provider, visit type and appointment-length rules. Intakes, recurring therapy and medication-management follow-ups use the time blocks you set. We confirm scheduling support in your EMR before rollout.
Yes. The Document Inbox reads each incoming fax and clinical document, extracts the details and files it in your EMR. Referrals reach the right team. Unreadable details go to a person for review. You keep your existing fax number.
The Scribe drafts the progress note your clinician reviews and signs. It does not create psychotherapy notes in the HIPAA sense, the private process notes a therapist keeps apart from the record. Keep those where your practice keeps them today. We confirm access requirements during setup.
Yes. Prior records seed the patient's chart as provisional facts a provider accepts, and the Scribe reads that chart when it drafts the note. Nothing enters the chart until a provider accepts it.
Yes. It suggests 90791 for an intake evaluation, and 90832, 90834 or 90837 from the documented session length. Your clinician confirms the code.
The Phone Agent follows your written crisis protocol. It shares the crisis resources your protocol lists and transfers the caller to the on-call number you set. It does not provide clinical triage or medical advice. Your clinical team decides the response.
SMS reminders let patients confirm or request a change before a recurring session. Appointment Coordination can offer a canceled slot to the waitlist using your provider and session rules. Care Gap flags a missed follow-up.
Yes. The Scribe drafts into your practice's template, whether that is SOAP, DAP, BIRP or your own. It captures the presenting concern, the interventions, the patient's response and the plan. The clinician reviews and signs the draft.
No. Your EMR stays the system of record. Caesar works next to it: it answers calls, files documents and drafts notes. We confirm scheduling and note write-back with your system before rollout.
See Caesar with your therapy workflows
