The suite

Tuned AI for Efficiency in every area of need

One intelligence layer, built on your organization’s DNA. Clinically becomes Your AI that utilizes your policies, regulations, compliance needs, and your requirements to perform multiple functions across your organization.

The value chain

Front door to reimbursement.

Five products are live today. Three more are in beta.

  • Beta

    Front Door

    AI contact center

    Answers the phone, works the intake queue, and finds coverage at first contact.

    Learn More about Front Door
  • Available

    Document

    Ambient documentation

    Your documentation, automatically generated and integrated into your EHR in seconds.

    Learn More about Document
  • Available

    Comply

    Documentation compliance

    Real-time compliance checking against your rubric, on 100% of submitted documents.

    Learn More about Comply
  • Available

    Compose

    Analysis & synthesis at scale

    Your customizable generation engine for utilization reviews, audits, appeal letters, and more.

    Learn More about Compose
  • Beta

    Supervise

    Supervision & training

    Supervision records and AI practice patients that ready new clinicians for care.

    Learn More about Supervise
  • Available

    Signal

    Decision support

    Evidence-based clinical support, with cited answers grounded in peer-reviewed research and your records.

    Learn More about Signal
  • Beta

    Margin

    Billing operations

    Automated, agentic billing workflows for denials, eligibility, insurance discovery, and prior auth.

    Learn More about Margin
  • Available

    Connect

    Data interoperability

    Effortless, AI-driven connections that sync your EHR and systems of record.

    Learn More about Connect

Document

Ambient documentation
Available

The intelligent ambient scribe that understands every detail of your organization.

  • Supported on mobile devices (iOS and Android), web browser, and desktop (Mac and PC).
  • Integrated with your systems of record: EHRs, data warehouse, and most of the systems you use today.
  • Aware of previous documentation, treatment plans, diagnosis, and other client-specific data.
  • Your documentation, automatically generated and integrated into your EHR in seconds. Using visual AI, your scribe immediately understands your specific note structure and writes directly into your EHR. No copy-paste is necessary.
  • AI that understands your patient’s care journey. AI is aware of the longitudinal chart, your organization’s payers, programs and accreditations, carrying medical necessity and your programmatic requirements into every note.
  • Every form, fully understood. Intakes, assessments, treatment plans, discharges, and nearly any screen in your EHR.
  • Capture wherever the session happens. In person, telehealth, group, and offline on mobile, with native Windows and Mac capture for telehealth.
  • Group sessions, attributed per member. Members are separated, so each note covers only that person’s contribution.
  • Advanced explainability. Open any field to see the train of thought and organizational context behind it. Direct claims can be attributed to their source material.
  • 99 languages, 36+ EHR integrations
  • Live session, dictation, or audio upload
  • Native desktop capture for Windows and Mac, built for telehealth
  • Group sessions with per-member attribution
  • Trace any field back to the context behind it
  • Discrete and narrative fields, tuned per discipline and program
99Languages
36+EHR integrations
15–45 secNote generation
45%Less time, all document types
Clinically AI mobile app showing session type selection and live session capture
Live, group, and dictation capture from the phone, even offline.

Comply

Documentation compliance
Available

Real-time compliance checking against your rubric, on 100% of submitted documents.

  • Your standard, checked on every submission. Comply runs against the requirements your QA and QI teams set: length, quotes, and word-for-word treatment-plan goals.
  • Coverage no manual process can match. 100% chart coverage versus roughly 10% for manual audits, at five to ten seconds per check.
  • The front half of denial reduction. Catching a deficiency while the note is open costs less than finding it in a denial.
  • Transparent audit trail for analysis on all submitted documents. Bring visibility into issues and trends per program, patient, or clinician.
  • Pauses the submission, in the EHR, at sign or submit
  • Checks set by your QA and QI departments
  • Quotes, length, and word-for-word plan goals
100%Chart coverage vs ~10% manual
5–10 secPer compliance check
Clinically AI Comply alerts dashboard: documentation risk counts by low, medium and critical severity, charted over time and filtered by program, location, clinician and measure
Every note checked against your standard, sorted by severity, tracked over time.

Compose

Analysis & synthesis at scale
Available

Your customizable generation engine for Utilization Reviews, Audits, Appeal Letters and more.

  • Populate documents & forms at scale. AI agents analyze provided documents, patient charts, and other context to populate question-heavy forms or documents automatically.
  • Hundreds of questions answered in minutes. Chart audits, peer-to-peer reviews, and bulk individualized letters, all built in minutes.
  • Seamless integration with your data. Using Connect, you can automatically pull relevant context into generations, utilizing the entire patient chart, referral information, program specifics and more.
  • Chart auditing at bulk scale
  • Peer-to-peer reviews
  • Bulk individualized letters
  • Outcomes measurement

Connect

Data interoperability
Available

The interoperability layer behind organizational DNA: a SQL mirror of your EHR and systems of record.

  • Your own data, outside your EHR. Effortlessly syncs data from your systems of record without the hassle.
  • Enables automatic clinical workflows. Automatically pull patients, documents and other information from your systems of record to run automatic bulk analysis or other related AI workflows.
  • Simple, AI driven connections. AI automatically connects your systems for you, checks for issues, and remediates problems in realtime.

Signal

Decision support
Available

Clinical AI assistant grounded in peer reviewed clinical data, integrated with the patient record.

  • Evidence-based clinical support whenever you need it. Which goals go in the plan? DBT or motivational interviewing? Signal answers with the chart and the literature in reach.
  • Grounded, cited answers. Answers carry citations you can check, and relate directly to your organization’s data.
  • Understands your organization’s programs, locations and payers. Signal understands your organization’s DNA natively, providing guidance tailored to your policies and organization structure.
  • Carry your conversation context into document generation. Context from the conversation carries straight into note generation with Document.
  • Chat with the chart, cited against peer-reviewed material
  • Treatment-plan, goal, and approach support
  • Available whenever you need it
  • Context carries into note generation
CitedEvery answer traceable
AgenticDynamic patient and session lookup
Cross-cuttingServes every product
1

Margin

Billing operations
Beta

Automated, agentic billing workflows, handling denials, eligibility, insurance discovery, and prior authorization.

  • Eligibility is the urgent one. HR 1 doubles eligibility requirements and ties them to work and clinical documentation. Margin pulls that documentation and checks it against the rules.
  • Automated denial appeal workflows. Chart-grounded appeals tied to the provider, with benefits verification and medical-necessity alignment.
  • Insurance discovery and prior authorization. Staff spend hours of manual work per case today. When someone arrives without complete coverage details, the search continues here instead of stalling admission.

In scope: denials, eligibility, discovery, prior auth, benefits, and medical necessity. Not claims, coding, or accounts receivable.

  • Denial workflows from clearinghouse connections
  • Eligibility, continuous and documentation-aware
  • Insurance discovery
  • Prior authorization
  • Denial prevention and rework triage
HR 1Eligibility requirements doubling
FourBilling workflows, one system
2

Front Door

AI contact center
Beta

An AI contact center for intake: it answers the phone, works the inbound queue, and finds coverage, moving people from first contact to care.

  • An AI receptionist, built in. Phones after hours, scheduling, SMS, and consent forms, so a call for help gets an answer, not voicemail.
  • An agent on the inbound queue. Referrals, faxes, and the intake inbox are parsed and queued; attached records are summarized and matched to your programs and level of care.
  • Live coaching for intake reps. Real-time analysis of intake calls surfaces coaching while it still matters.
  • Coverage identified at first contact. Existing coverage is found during the call; when details are missing, Margin keeps searching instead of sending someone away for paperwork.
  • AI receptionist: phones, scheduling, SMS, consent forms
  • Referrals, faxes, and the intake inbox, parsed and queued
  • Program and level-of-care recommendation
  • Coverage identified at first contact
  • Live intake-rep performance analysis
Phone, SMSIncluding after hours
Fax, emailParsed, queued, acted on
LiveIntake-rep coaching
3

Supervise

Supervision & training
Beta

Up to 35% of behavioral-health staff work under supervision. Supervise runs both the supervision record and the practice that readies them for care.

  • Supervision note management. Supervisees mapped to supervisors, required intervals, and templates per licensure, so documentation is ready when the board asks.
  • AI practice patients. A trainee practices against an AI presenting with an assigned diagnosis and demographic, scored across MI, EMDR, CBT, DBT, and more, to your standards.
  • Why it exists. New clinicians arrive with degrees but little practice running a diagnostic interview. This is that practice, with scoring and education around it.
  • Education that targets the actual gap. Integrations like Relias route a weak score to a CEU course on that exact technique, alongside talk-time analytics.
  • It lives entirely outside the EHR. So it works with any EHR, or none, which makes universities a real audience too.
  • Supervisees mapped to supervisors, with required intervals
  • Supervision-note templates per licensure
  • Supervision-hour tracking for board submission
  • AI practice patients, scored across EBPs
  • Talk-time and session analytics
  • CEU-bearing coursework routed to the measured gap

AI practice patients are training only. No real clients, and no one is assessed or diagnosed by AI. Care and clinical judgment stay with licensed people.

25–35%Of staff under supervision
MI, EMDR, CBT, DBTScored practice
CEUsRouted to the measured gap

Architecture

Five layers, shared by every product.

Each new product is a new surface on a foundation already carrying live work.

Capture & context

Ambient and dictation, no audio retained, with full chart context, anywhere, even offline.

EHR-agnostic integration

No EHR API needed. Every field mirrored and written back through the browser, live in days.

Organizational DNA

Policies, contracts, accreditation, state and county rules, and verbiage, ingested through Connect beneath every product.

The model stack

25+ healthcare and general models, rank-and-stacked with automatic failover. No single-vendor dependency.

Governance & explainability

A glass box with a human in the loop. HIPAA, 42 CFR Part 2, SOC 2 Type II, US-based infrastructure.

DNA is not one of the products.It is your organization, and every product is built around it.

To do any of this, AI has to understand your organization. Your policies, payer contracts, state and county requirements, and verbiage are ingested once, through Connect, and sit beneath every product, so agents know your rules before they act.

  • Locations, and the programs inside each one
  • Populations served, evidence-based practices, screening tools
  • Accreditations, plus state and county requirements
  • Payer and insurance contracts, from Medicaid and MCOs to private pay
  • Verbiage set globally, then overridden per program
  • Upload your policies and contracts and it configures itself

See the DNA layer

Start where the burden is heaviest.

The most complex organizations need an intelligence layer built around how they actually work, not another point solution.

Learn more

Which products should we show you?

Pick the products you want to learn about and we’ll tailor your demo to them. Choose as many as you like. If you’re not sure where to start, check “The whole suite” and we’ll help you find where the burden is heaviest.

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