<?xml version="1.0" encoding="UTF-8"?><rss xmlns:dc="http://purl.org/dc/elements/1.1/" xmlns:content="http://purl.org/rss/1.0/modules/content/" xmlns:atom="http://www.w3.org/2005/Atom" version="2.0" xmlns:itunes="http://www.itunes.com/dtds/podcast-1.0.dtd" xmlns:googleplay="http://www.google.com/schemas/play-podcasts/1.0"><channel><title><![CDATA[Dr Danni Steimberg]]></title><description><![CDATA[Pediatrician at Schneider Children’s Medical Center with extensive experience in patient care, medical education, and healthcare innovation. He earned his MD from Semmelweis University and has worked at Kaplan Medical Center and Sheba Medical Center.]]></description><link>https://drsteimberg.substack.com</link><image><url>https://substackcdn.com/image/fetch/$s_!kJct!,w_256,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F3a82aef3-0339-4bab-b81a-2804557de149_320x320.png</url><title>Dr Danni Steimberg</title><link>https://drsteimberg.substack.com</link></image><generator>Substack</generator><lastBuildDate>Tue, 11 Aug 2026 09:04:10 GMT</lastBuildDate><atom:link href="https://drsteimberg.substack.com/feed" rel="self" type="application/rss+xml"/><copyright><![CDATA[Dr Danni Steimberg]]></copyright><language><![CDATA[en]]></language><webMaster><![CDATA[drsteimberg@substack.com]]></webMaster><itunes:owner><itunes:email><![CDATA[drsteimberg@substack.com]]></itunes:email><itunes:name><![CDATA[Dr Danni Steimberg]]></itunes:name></itunes:owner><itunes:author><![CDATA[Dr Danni Steimberg]]></itunes:author><googleplay:owner><![CDATA[drsteimberg@substack.com]]></googleplay:owner><googleplay:email><![CDATA[drsteimberg@substack.com]]></googleplay:email><googleplay:author><![CDATA[Dr Danni Steimberg]]></googleplay:author><itunes:block><![CDATA[Yes]]></itunes:block><item><title><![CDATA[Choosing an AI Documentation Tool for a Behavioral Health Organization: What Actually Matters at Scale (2026)]]></title><description><![CDATA[A buyer's guide for clinical directors, group practice owners, and behavioral health agencies &#8212; not solo clinicians picking a tool for themselves.]]></description><link>https://drsteimberg.substack.com/p/choosing-an-ai-documentation-tool</link><guid isPermaLink="false">https://drsteimberg.substack.com/p/choosing-an-ai-documentation-tool</guid><dc:creator><![CDATA[Dr Danni Steimberg]]></dc:creator><pubDate>Tue, 23 Jun 2026 08:57:53 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!kJct!,w_256,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F3a82aef3-0339-4bab-b81a-2804557de149_320x320.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>Most &#8220;best AI scribe&#8221; guides are written for the solo therapist deciding what to put on their own laptop. If you&#8217;re the one responsible for documentation across ten, forty, or a hundred clinicians, that guide is the wrong guide. Your problem isn&#8217;t &#8220;which note looks nicest.&#8221; It&#8217;s <em>rollout, oversight, compliance, and predictable cost across a whole panel</em> &#8212; and those criteria reshuffle the rankings completely.</p><p>I work on Twofold, and I&#8217;ll tell you plainly: for most behavioral health organizations, I think Twofold is the strongest fit, and I&#8217;ll explain exactly why on the dimensions that matter to an org buyer. But this is only useful if I&#8217;m honest about the other real options &#8212; and at the organizational level there are tools (Eleos, EHR-native scribes) that are genuinely better answers for <em>certain</em> agencies. I&#8217;ll mark those clearly. The goal here is to give a clinical director enough to actually decide, not to wave pom-poms.</p><h2>The criteria change when you&#8217;re buying for an organization</h2><p>A solo clinician evaluates note quality and price. An organization has to evaluate all of that <em>plus</em> a second layer that solo guides skip entirely:</p><ul><li><p><strong>One BAA or forty?</strong> Can a single signed Business Associate Agreement cover every clinician, admin, and supervisor &#8212; or does paperwork multiply as you add seats?</p></li><li><p><strong>Can you see across the panel?</strong> When a state Medicaid audit lands, can you tell at a glance which clinicians are caught up and which have a note backlog &#8212; <em>this week</em>, not at quarter-end?</p></li><li><p><strong>Documentation consistency.</strong> Will every provider&#8217;s note hit the same structure, or will you get forty personal styles that fall apart under utilization review?</p></li><li><p><strong>Rollout friction.</strong> How long from &#8220;we bought it&#8221; to &#8220;every clinician is generating compliant notes&#8221;? Each day of training and IT tickets is real cost.</p></li><li><p><strong>Cost predictability at volume.</strong> Does the bill stay legible as caseloads swing, or do per-session meters turn budgeting into guesswork?</p></li><li><p><strong>Behavioral-health-specific compliance.</strong> 42 CFR Part 2 for substance-use records, multi-role notes (therapy <em>plus</em> case management), supervision sign-off, payer medical-necessity structure.</p></li></ul><p>If you only take one thing from this: <strong>buy for the org layer, not just the note.</strong> A tool with a slightly nicer note that creates a compliance or rollout headache across forty seats is a worse purchase than a clean, consistent, one-BAA tool that deploys in a week.</p><h2>Compliance first &#8212; and at org scale it&#8217;s heavier</h2><p>The solo rule is simple: no BAA, no PHI. At organizational scale, the BAA question becomes a <em>structural</em> one. You want a single org-wide BAA that covers the whole practice with one signature and keeps covering new clinicians as you grow &#8212; not a per-clinician document you re-paper every time you hire.</p><p>Behavioral health adds requirements general medical scribes weren&#8217;t built for:</p><ul><li><p><strong>42 CFR Part 2.</strong> If any part of your organization touches substance-use treatment, your documentation tool&#8217;s handling has to be compatible with Part 2&#8217;s heightened consent and disclosure rules &#8212; stricter than standard HIPAA.</p></li><li><p><strong>Audio retention.</strong> The cleanest posture deletes session audio the moment the note is generated, so there&#8217;s no recording sitting on a server to be subpoenaed or breached. Confirm the retention window for every tool; some delete by default, some hold audio briefly for retries.</p></li><li><p><strong>Training on your data.</strong> Confirm in writing that client data isn&#8217;t used to train the vendor&#8217;s models, org-wide, with no per-clinician opt-in required.</p></li></ul><p>This layer alone removes tools from contention. Anything that won&#8217;t sign a BAA (the budget typed-note tools) is disqualified for org PHI before you even reach feature comparison.</p><h2>How to think about the choice at the org level</h2><p>The same three &#8220;jobs&#8221; framing applies, but the org buyer weights them differently:</p><ol><li><p><strong>&#8220;Standardize documentation across my whole team, fast.&#8221;</strong> Consistent notes, one BAA, admin visibility, quick rollout, predictable cost. This is most group practices and agencies.</p></li><li><p><strong>&#8220;Give my clinicians and supervisors clinical intelligence.&#8221;</strong> Analytics, alliance tracking, or measurement-based care wired in across the team.</p></li><li><p><strong>&#8220;Replace or deeply integrate with our enterprise stack.&#8221;</strong> A purpose-built behavioral-health enterprise platform or an EHR-native scribe, sold and serviced enterprise-style.</p></li></ol><p>Most organizations think they need job 3 and actually need job 1 done reliably. Let&#8217;s go through the options with that in mind.</p><h2>The options, and where each fits an organization</h2><h3>Twofold &#8212; best general-purpose fit for most behavioral health orgs (job 1)</h3><p>Twofold is an AI documentation tool built for behavioral health and outpatient workflows, with an explicit org/group layer. On the criteria that matter to a clinical director, it lines up cleanly:</p><ul><li><p><strong>One org-wide BAA.</strong> A single signed agreement covers every clinician, administrator, and authorized user on the plan &#8212; one signature, the whole practice, no per-clinician paperwork as you add seats.</p></li><li><p><strong>Admin visibility across the panel.</strong> A unified dashboard shows note-completion status per clinician, time saved, adoption trends, and note volume by provider &#8212; so you can see who&#8217;s caught up and who needs support in real time, not at quarter-end. Seats can be added, removed, and reassigned without contacting support.</p></li><li><p><strong>Consistency with individual style.</strong> Build your practice&#8217;s preferred formats once and deploy them across the team, so every provider starts from the same structure &#8212; while the AI still learns each clinician&#8217;s personal style. You get organizational consistency <em>and</em> notes that don&#8217;t read as templated.</p></li><li><p><strong>Fast rollout.</strong> Invite the team by email; each clinician is set up in minutes. Onboarding and 24/7 support are included on the group plan, with a dedicated account manager.</p></li><li><p><strong>Behavioral-health compliance depth.</strong> Signed BAA, audio never retained after note generation, no training on your data, 42 CFR Part 2-compatible handling for substance-use treatment, and notes structured for medical necessity &#8212; ICD-10 mapped to documented impairment, CPT therapy codes (90791, 90832, 90834, 90837, 90846, 90847, 90853) prompted in context, and treatment-plan structure built for utilization review.</p></li><li><p><strong>Multi-role and group-session coverage.</strong> DAP, SOAP, BIRP, GIRP, PIRP, intake/biopsychosocial, couples and family notes with multi-voice attribution, and group therapy notes with per-participant contributions &#8212; the formats a mixed behavioral-health team actually runs.</p></li><li><p><strong>Predictable pricing at volume.</strong> Group pricing scales per seat (starting around $29/user/month for larger groups and decreasing as seat count grows), with centralized billing and one invoice &#8212; no per-minute meter to make budgeting a guess.</p></li><li><p><strong>EHR-agnostic.</strong> Clean copy-paste into SimplePractice, TherapyNotes, Jane, Valant, athenahealth and the rest, with direct integration available for larger groups after assessment &#8212; so you don&#8217;t rip out the system your org already runs on.</p></li></ul><p>The honest trade-offs: Twofold is a documentation layer, not a full enterprise EHR or a case-management system &#8212; it sits alongside your stack rather than replacing it. And if your organization specifically wants outcome-measurement infrastructure or deep enterprise procurement (SSO provisioning, formal SLAs as a contractual centerpiece), that&#8217;s where the specialist tools below earn a look.</p><p><strong>Best for:</strong> group practices, outpatient behavioral health teams, and agencies that want fast, consistent documentation across clinicians with one BAA, real admin oversight, and predictable cost &#8212; without a long procurement cycle or EHR replacement.</p><h3>Eleos Health &#8212; best for enterprise behavioral health organizations</h3><p>Eleos is purpose-built for behavioral health <em>organizations</em> and is typically sold enterprise-style. It emphasizes compliance and security certifications and is designed around the needs of larger agencies and health systems rather than self-serve individual clinicians.</p><p>If you&#8217;re a large agency that wants a vendor relationship built around enterprise contracting, security attestations, and behavioral-health-specific organizational workflows &#8212; and you have the procurement runway for an enterprise sales cycle &#8212; Eleos is the most natural enterprise-native fit on this list. The trade-off is exactly that enterprise posture: less self-serve validation, longer evaluation, and pricing that comes through sales rather than a public page.</p><p><strong>Best for:</strong> larger behavioral health organizations that want an enterprise-grade, behavioral-health-specific platform and can run a formal procurement.</p><h3>EHR-native scribes (Qualifacts iQ, Netsmart Bells) &#8212; best if you&#8217;re already standardized on that EHR</h3><p>If your agency already runs on Qualifacts or Netsmart, their native scribe directions keep documentation inside the system of record &#8212; no second tool, no copy-paste, tighter data flow. That consolidation is a real advantage <em>if you&#8217;re already on that platform</em>.</p><p>The trade-off is lock-in and scope: you inherit the EHR&#8217;s pace of AI development, and these are weaker answers for organizations that want best-of-breed documentation independent of where records live, or that run a mixed EHR environment.</p><p><strong>Best for:</strong> agencies already standardized on Qualifacts or Netsmart that value single-system consolidation over best-of-breed documentation.</p><h3>Upheal / Mentalyc / Blueprint &#8212; strong for specific org priorities</h3><p>These three are excellent at their specialties but were architected primarily around the individual clinician, with team plans layered on:</p><ul><li><p><strong>Upheal</strong> &#8212; an AI-native EHR with strong session analytics and built-in telehealth, with a Group Practice option. Best when your org wants analytics and an integrated video room and your volume suits per-session pricing (capped at $69/provider).</p></li><li><p><strong>Mentalyc</strong> &#8212; therapy-specific analytics and alliance tracking, with an unlimited-notes Group Practice seat (~$50&#8211;60/seat) and admin visibility into member notes. Best when reflective clinical intelligence is the org priority.</p></li><li><p><strong>Blueprint</strong> &#8212; measurement-based care wired into documentation (PHQ-9, GAD-7, and a large assessment library), with a free EHR and session-priced AI. Best when systematic outcome measurement is central to your clinical model.</p></li></ul><p><strong>Best for:</strong> organizations whose top priority is specifically analytics (Upheal/Mentalyc) or measurement-based care (Blueprint), and who will weight that over general-purpose rollout simplicity.</p><h2>The options at a glance</h2><p><em>Twofold</em> &#8212; Single org-wide BAA covering all clinicians; panel dashboard with per-clinician note status and self-service seat management; pricing around $29/user and decreasing at scale, billed on one invoice. Best general-purpose fit for most group practices and agencies.</p><p><em>Eleos Health</em> &#8212; Enterprise BAA and org-focused administration; pricing through sales rather than a public page. Best for large enterprise behavioral health organizations with procurement runway.</p><p><em>Qualifacts iQ / Netsmart Bells</em> &#8212; BAA handled through your existing EHR contract; oversight lives inside the EHR; pricing bundled with the platform. Best for agencies already standardized on that EHR.</p><p><em>Upheal</em> &#8212; Group plan with some team features; $1 per session, capped at $69 per provider. Best when analytics and integrated telehealth are the org priority.</p><p><em>Mentalyc</em> &#8212; Group plan with admin visibility into member notes; roughly $50&#8211;60 per seat with unlimited notes. Best for therapy-specific analytics and alliance tracking.</p><p><em>Blueprint</em> &#8212; BAA per account; oversight is EHR-based; free EHR with session-priced AI. Best when measurement-based care is central to your clinical model.</p><p><em>Pricing and capabilities verified from public vendor pages mid-2026; enterprise terms vary by contract. Confirm current specifics and BAA scope directly with each vendor before committing.firm current specifics and BAA scope directly with each vendor before committing.</em></p><h2>The bottom line for an organization</h2><p>At the org level, the decision is less about whose note reads best and more about which tool you can deploy across a whole team without creating a compliance, consistency, or budgeting problem.</p><p>If you&#8217;re a large agency that wants an enterprise behavioral-health platform with a formal procurement relationship, evaluate Eleos. If you&#8217;re already standardized on Qualifacts or Netsmart, their native scribes keep everything in one system. If your defining priority is outcome measurement or deep analytics, Blueprint, Upheal, and Mentalyc are the specialists.</p><p>But for the largest share of behavioral health organizations &#8212; group practices and outpatient teams whose actual problem is <em>&#8220;get every clinician documenting consistently and compliantly, fast, with one BAA and a bill I can predict&#8221;</em> &#8212; <a href="https://www.trytwofold.com/specialties/behavioral-health">Twofold is the cleanest answer</a>. One org-wide BAA, real admin visibility across the panel, practice-wide templates that preserve individual style, 42 CFR Part 2-compatible handling, payer-ready structure, and a rollout measured in days rather than quarters &#8212; without ripping out the EHR you already run on.</p><p>Whatever you shortlist, do the same thing every disciplined buyer does: run a time-boxed pilot with a handful of real clinicians on real sessions before you commit the whole org. Note quality and rollout friction are things you can only measure inside your own practice. Confirm BAA scope, audio retention, and Part 2 handling in writing as part of that pilot &#8212; and you&#8217;ll make a decision you can defend to your compliance officer and your CFO alike.</p><p><em>This article reflects publicly available pricing and feature information as of mid-2026 and is for general informational purposes; it isn&#8217;t legal or compliance advice. Verify BAA terms, 42 CFR Part 2 handling, and current pricing directly with each vendor before making an organizational decision.</em></p><div><hr></div><h2>FAQs</h2><h3>Is AI medical scribe software HIPAA compliant for behavioral health organizations?</h3><p>Yes &#8212; but only if the vendor signs a Business Associate Agreement (BAA), and at the organizational level you should require a single org-wide BAA that covers every clinician, supervisor, and admin rather than per-clinician paperwork. For behavioral health specifically, also confirm the tool&#8217;s handling is compatible with 42 CFR Part 2 if any part of your organization touches substance-use treatment, since those consent and disclosure rules are stricter than standard HIPAA. The strongest compliance posture also deletes session audio after the note is generated and doesn&#8217;t use your data to train its models. Twofold provides a single org-wide BAA, 42 CFR Part 2-compatible handling, and auto-deletes audio after note generation. Tools that won&#8217;t sign a BAA &#8212; such as AutoNotes &#8212; aren&#8217;t suitable for protected health information.</p><div><hr></div><h3>What is the best AI documentation tool for a group therapy practice?</h3><p>For most group practices and outpatient behavioral health teams, the best fit is a tool that combines a single org-wide BAA, admin visibility across the whole panel, practice-wide templates, and predictable per-seat pricing &#8212; which is where Twofold lands as the strongest general-purpose option, with group pricing starting around $29 per user and decreasing at scale. The &#8220;best&#8221; choice does shift by priority: Eleos Health suits large enterprise organizations running a formal procurement, EHR-native scribes like Qualifacts iQ or Netsmart Bells fit agencies already standardized on those systems, and Upheal, Mentalyc, or Blueprint win when analytics or measurement-based care is the defining need. Match the tool to whether your core problem is fast consistent rollout, clinical analytics, or outcome measurement.</p><div><hr></div><h3>How much does an AI scribe cost for a behavioral health organization?</h3><p>Organizational pricing varies by model. Twofold offers group pricing starting around $29 per user per month, decreasing as seat count grows, with centralized billing on one invoice. Mentalyc&#8217;s Group Practice plan runs roughly $50&#8211;60 per seat with unlimited notes. Upheal uses per-session pricing at $1 per session, capped at $69 per provider per month. Blueprint offers a free EHR with session-priced AI from about $0.99 per session, while Eleos Health is sold enterprise-style with pricing through sales. For budgeting across a fluctuating caseload, flat per-seat models are more predictable than per-session metering, which can swing month to month. Confirm current pricing and BAA scope directly with each vendor before committing.</p><div><hr></div><h3>Can an AI scribe handle 42 CFR Part 2 and substance-use treatment records?</h3><p>Only some can, so verify it explicitly. 42 CFR Part 2 imposes stricter consent and disclosure requirements than HIPAA on records from federally assisted substance-use treatment, and most general medical scribes weren&#8217;t built for it. When evaluating a tool for a behavioral health organization that treats substance use, confirm in writing that its handling is Part 2-compatible, that session audio isn&#8217;t retained after the note is generated, and that the org-wide BAA covers your full clinician panel. Twofold states 42 CFR Part 2-compatible handling and does not store audio after note generation. As with any compliance claim, get the specifics documented from the vendor as part of your pilot rather than relying on a marketing page.</p>]]></content:encoded></item></channel></rss>