Treatment Plan Review & Clinical Documentation Compliance Tracker
A done-for-you behavioral health automation built for the Clinical Director, connecting Slack and Airtable so the work below happens on its own.
What this automation does, step by step
Every client's treatment plan is tracked against the required review schedule (typically every 30 days for residential, every 90 days for outpatient) and the primary clinician receives a review reminder seven days before the due date.
Treatment plans not reviewed by the required date are flagged immediately for the clinical director, because an overdue treatment plan is a licensing and accreditation deficiency that puts the facility's certification at risk.
Progress notes, group notes, and discharge summaries are tracked for timely completion per the facility's policy, and any clinician whose documentation is consistently late receives a pattern alert to the clinical director before it becomes a supervision issue or a payer audit finding.
- EHR (e.g., Kipu Health, Netsmart myAvatar, or Welligent)
- Zapier or Make.com
- Airtable (treatment plan and documentation compliance tracker)
- Slack or email (clinician reminders and clinical director escalations)
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
Without this system, a clinical director manually pieces together information from different places, then has to relay it to everyone who needs it.
With this automation
- Expiration and renewal alerts on a 90, 60, and 30 day countdown
- Signature and document chasers that escalate on their own
- Deadline tracking for filings, permits, and inspections
- An automatic audit trail of every notice sent
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