Identify patients
Find who should be assessed under your criteria.
- Eligibility and coverage checks
- Patient lists from your criteria
- Outreach and scheduling
- Consent and forms
Patient assessment · Patient care
Mental health assessments your care team can act on.
We coordinate insurance-billable mental health assessments for your patients and send the results to your provider for review, follow-up and any treatment decision.
Works with your current systemScope and handoffs agreed upfrontBAA before PHI access
A clear scope. A consistent handoff.
Support designed around real practice work.
Primary care teams often know a patient needs a closer look but lack the time. We organize who is eligible, how the assessment is delivered and how the result reaches the right clinician.
Complete the assessment
Use a consistent, documented process.
- Standardized screening tools you approve
- Telehealth or in-office delivery
- Secure capture of responses
- Immediate safety concerns escalated
Return the result
Make sure findings reach someone who can act.
- Results sent to the treating provider
- Documentation for the chart
- Follow-up referral tracking
- Billing preparation under payer rules
How we begin
A measured start before the work is handed over.
- 01
Confirm the program
We review your patient population, billing providers, payer rules and current documentation.
- 02
Set clinical boundaries
Your providers define protocols, escalation paths and what must always come back to them.
- 03
Start with secure access
Agree on system access and sign a business associate agreement before any PHI is shared.
- 04
Run and review
We work the agreed tasks, document each contact and review open items with your care team.
Questions
Before you get started.
We’ll use an initial conversation to understand the work, the current system and the boundaries your practice needs.
Will insurance cover every assessment?
No. Coverage depends on the plan, the service and medical necessity. We check benefits first and bill only what the record and payer rules support.
What if a patient reports thoughts of self-harm?
Your practice sets the safety protocol before we start, and any concern goes to your clinical team immediately under that protocol.
Start with a conversation
Let’s talk about the work you want off your team’s plate.
We’ll discuss your workflow and what a practical service scope could look like. Please don’t share patient details on the call booking form or this website.
Or call (844) 874-2236