Clinical Engagement Engine

Catch decline before it becomes a crisis.

Forms completed before the session. Screenings tracked automatically. PHQ-9, GAD-7, and PCL-5 scores graphed over time — and supervisors looped in the moment a score moves the wrong way.

HIPAA-compliant SOC 2 Type II Documented for compliance
Clinical alert · auto-flagged
Alex T. — Session 8
PHQ-9 score 17 ↑ from 9
Threshold 15 +89% increase
Notified: Marcus Holloway, LCSW (supervisor)
Sent · 2:14pm
100%
Of completed screenings graphed automatically — no manual charting.
0min
Manual review needed. Supervisors get pulled in only when scores cross your thresholds.
Reminder channels chase forms — SMS, email, and AI voice — until completed.
Any
Screening type — PHQ-9, GAD-7, PCL-5, or custom — supervisor logic the same.
The problem

Clinical signal is buried in session notes. Decline gets caught too late.

Screenings are required, charted inconsistently, and rarely reviewed in time. By the time a supervisor notices a worsening score, the client has already missed three sessions.

40%+

Of intake forms incomplete at session start

Clinicians spend the first 15 minutes filling them in instead of providing care. Session ends late and short.

Hours

Of manual chart review per week

Supervisors digging through notes to find scores that should already be graphed and flagged automatically.

Days

Between a worsening score and a response

The window where intervention matters most. Most agencies miss it because the workflow relies on memory.

Forms & screenings

Session time is for care, not paperwork.

Intake, consent, pre-session screenings — chased automatically across SMS, email, and AI voice until completed. Clinicians walk in prepared, not scrambling.

Reminders across three channels

Same engine that handles appointment reminders. SMS at first, email if needed, AI voice call if forms still aren't done before the session.

Forms done before the session — not during

Set the cutoff window — 24 hours, 48 hours, whatever your workflow needs. The system enforces it without staff intervention.

Any screening, any cadence

PHQ-9, GAD-7, PCL-5, custom assessments — schedule them by visit type, frequency, or clinician preference. The reminder engine doesn't care which form.

Documented for compliance

Every reminder, every completion, every escalation logged with timestamps. When auditors ask, the trail is already there.

Pre-session form queue · today
8 of 12 complete
Maria Chen · PHQ-9
Tue 2pm · Rachel Whitaker
Complete
James Robinson · Intake
Tue 3pm · Daniel Brennan
Complete
Aisha Williams · GAD-7
Tue 4pm · Marcus Holloway
AI calling
David Okafor · Consent
Wed 10am · Daniel Brennan
SMS sent
Screenings supported

Built around the screenings clinicians actually use.

Standard validated instruments are pre-configured. Custom screenings drop in with a few minutes of setup. The reminder, completion, graphing, and supervisor logic all work the same way.

PHQ-9
Patient Health Questionnaire — depression severity, 9 items.
Pre-configured
GAD-7
Generalized Anxiety Disorder — anxiety severity, 7 items.
Pre-configured
PCL-5
PTSD Checklist — DSM-5 criteria, 20 items.
Pre-configured
Custom
Any agency-specific or specialty screening — same workflow.
Drop-in setup
Progress tracking

Graph every client's trajectory. Automatically.

Screening scores aren't just compliance checkboxes — they're clinical signals. We graph them, flag the ones moving the wrong direction, and surface the trend lines clinicians actually need to see.

Automatic score graphing

Every completed screening lands on a visual trend line. No manual charting, no data entry — just a clear picture of where every client is headed.

Trend at a glance

Improving, stable, or declining — color-coded across the entire active caseload. Spot patterns across clients without digging through individual charts.

Historical context

Every session, every score, kept in the trend line forever. Clinicians see the full arc — from intake through current state — without context-switching to the EHR.

PHQ-9 — Active caseload
2 alerts active
Sara W.
Session 14 · was 16 → now 3
3 Improving
Jamie H.
Session 12 · was 14 → now 6
6 Improving
Marcus R.
Session 5 · was 12 → now 11
11 Stable
Alex T.
Session 8 · was 9 → now 17
17 Declining
Supervisor notified — Alex T. PHQ-9 exceeded threshold of 15
Supervisor auto-loop

When a score crosses your threshold, the supervisor knows immediately.

No waiting for the next chart review. No depending on a clinician to flag it. Out-of-range scores trigger an automatic notification — documented, timestamped, and ready for compliance review.

01

You define the thresholds

Per screening, per population. PHQ-9 above 15. PCL-5 spike of 10+ points. Sudden GAD-7 increase across two sessions. You set the rules.

02

The system watches every score

After every completed screening — passive, automatic, every client, every session. No manual review queue, no missed checkboxes.

03

Threshold breach triggers a notification

Supervisor gets pinged via SMS, email, or both — on the channels they want, with the context they need. Score, threshold, change, history.

04

Documented for compliance

Every alert is logged with timestamps and recipients. When auditors or boards ask, the response trail is already there.

Threshold breach · auto-alert
Alex T. — PHQ-9 out of range
Score increased from 9 → 17 over 2 sessions. Threshold of 15 exceeded. Clinical review flagged for supervisor attention.
+8
Score change
2
Sessions to breach
15
Threshold
Sent: SMS + Email Logged · 2:14 PM
How it works

You make the rules. We enforce them.

Configure thresholds, channels, and escalation paths once. The engine runs them forever — every client, every screening, every day.

01

Configure once

Set the form deadlines, screening cadence, threshold scores, and supervisor channels. Change them anytime — adjustments take effect immediately.

02

Engine runs continuously

Reminders fire on schedule. Scores graph automatically. Thresholds are watched on every submission. No human needs to trigger anything.

03

Humans involved only when it matters

Supervisors get notified for genuine clinical signal — not paperwork chases or routine chart review. Their attention goes where it counts.

We caught a client whose PHQ-9 was climbing across three sessions before any clinician noticed. The supervisor alert went out the same evening the score was submitted. That's not just better documentation — it's better care.
SM
Sarah Mitchell, LMFT
Clinical Director · Lakeside Wellness Group
Better signal · better care

Stop missing the scores that matter.

Twenty-minute demo. We'll walk through your screening workflow, set thresholds on a real client, and show the supervisor alert in action.