Create intake plans and confirm treatment goals
How you could use an agent
Use an agent to turn intake interviews, records, and team notes into a draft treatment plan. You supply the client history, program details, and any information from doctors, nurses, or social workers, and the agent helps organize goals, referrals, and follow-up items into a plan for your review.
Where you stay involved
You decide whether the plan fits the client, approve the goals, and change the plan when the client’s status changes. You also handle crisis situations or urgent safety concerns immediately.
