
Built to Protect Healthcare Data
Security and privacy are built into the workflows that power Echopad — so your team can use AI with confidence.
Built for the Real World of Behavioral Healthcare
Designed to support the diverse needs of behavioral health providers — from community clinics to specialty treatment programs.
Community mental health care
Streamline documentation, care coordination, and patient workflows across high-volume community care settings.
SUD & Opioid treatment plan
Coordinate SUD and opioid treatment documentation, consent and care plans without duplicating work across systems.
Group therapy practices
Simplify documentation and care workflows across group sessions while helping teams stay organized and connected.
IOP & PHP programs
Coordinate intensive outpatient and partial hospitalization workflows — from documentation to patient engagement and ongoing care.
The Behavioral Healthcare workflow goes beyond the note → Echopad connects the workflow.
A note is one step in a longer chain. Everything around it (intake, coordination, follow-up, billing) still runs on staff memory and disconnected inboxes.
Golden Thread
Keeping treatment goals, interventions, and documentation connected
Referrals
Preventing referrals from getting lost between intake sources
Keep patients connected
No-shows and silent drop-offs between visits
Medical necessity
Reducing repeated documentation work around audits
Payer rates
Improving visibility into reimbursement
Echopad Platform
One Platform, Connected Workflows
Dictation in. Signed note out.
Dictation as it arrives
…uh so 54 year old male, chest tightness two days, no radiation, hx of HTN on lisinopril, BP one forty over ninety, lungs clear, plan is EKG and trop…
≈20 min of staff reformatting per note
Formatted H&P
HPI: 54-year-old male, two days of non-radiating chest tightness. History of hypertension on lisinopril. VITALS: BP 140/90, lungs clear. PLAN: 12-lead EKG, serial troponins.
Performance metrics are based on industry estimates and aggregated data. Actual results vary by organization size, program type, workflows, and EHR system. Metrics are not guarantees.
Consent is a field on the note, not a page in a policy binder
The 2024 Part 2 final rule is now enforceable, and penalties track HIPAA. If a product turns sessions into records, consent has to be visible in the record. Echopad carries it on every note, every disclosure and every export.
Progress note · Individual therapy
Consent covers treatment, payment and operations
SUD counseling note
Held back — needs its own written consent
Disclosure to referring provider
Prescribed notice attached automatically
This record was disclosed to you from records protected by federal confidentiality rules (42 CFR part 2)…
Counseling Notes Are Their Own Category
SUD counseling notes are segmented from the rest of the chart and never travel on a general consent.
The Notice Rides Along
Every consented disclosure carries the prescribed redisclosure notice, so no one has to remember to paste it.
One Consent, Scoped Clearly
A single consent covers future treatment, payment and operations uses, and the scope stays visible on the record.
An Audit Trail You Can Hand Over
Who consented, to what, when it was revoked, and where the record went, all exportable for review.
Works with the systems your team already uses.
Echopad fits into existing healthcare workflows — helping teams automate work without forcing them to replace the systems they already rely on.
- Epic
- AdvancedMD
- eClinicalWorks
More time for care
Less time on the work around the session, and a clearer picture of what the care you already deliver is worth.
FAQ
Questions behavioral health groups ask first.
A connected set of AI agents for behavioral health groups: Chartavox for documentation, OpenInlet for referral intake, Reach for patient engagement and Echopad Insights for payer rates. Deploy one on one workflow and add the rest when each earns its place.
Session documentation, intake and referral tracking, appointment reminders and waitlist fills, treatment-plan alignment, and rate benchmarking against your commercial contracts.
Dictation or a recorded session becomes a formatted DAP, BIRP or SOAP note in under a minute, with ICD-10, RxNorm and LOINC verification. Clinicians review and sign instead of typing from memory.
Yes. Valant, TherapyNotes, SimplePractice, Kipu, athenahealth, Epic and eClinicalWorks, by paste or integration — you keep the system you already run.
Assessment, treatment plan, progress note and outcome stay linked, and every note is compared with the active plan goals and flagged when the thread breaks. Therapy, evaluation and group codes carry the time and modality detail each one has to support, with symptoms, functional impact and interventions documented the way payers ask to see them.
HIPAA-aligned workflows under a signed BAA, SOC 2 Type II controls, encryption in transit and at rest, and 42 CFR Part 2 awareness. Transcripts are never used to train models, and your records stay yours.


