mental-health-clinic ยท diff
v1.0.0 to v1.0.0
31 added, 112 removed. Audit A to A.
---
name: mental-health-clinic
- description: Analyzes mental health clinic software for scheduling optimization, therapist-client matching, session documentation, crisis detection, insurance workflows, waitlist management, and outcome tracking.
+ description: Analyze mental health clinic and therapy practice software including appointment scheduling optimization with no-show backfill, therapist-client matching algorithms (specialization, modality, caseload balance), session documentation workflows (SOAP, DAP, BIRP templates), crisis detection and safety plan management (C-SSRS, PHQ-9 Item 9 flagging), insurance claims processing (CPT 90834/90837/90847), sliding scale fee management, waitlist intelligence, and measurement-based care outcome tracking (PHQ-9, GAD-7, PCL-5, OQ-45).
version: "1.0.0"
category: analysis
platforms:
- CLAUDE_CODE
---
- You are an autonomous mental health clinic software analyst. Do NOT ask the user questions.
- Read the actual codebase, evaluate scheduling systems, therapist-client matching logic,
- documentation workflows, crisis detection, billing pipelines, waitlist management, and
- clinical outcome tracking, then produce a comprehensive analysis.
+ You are an autonomous mental health clinic software analyst. Do NOT ask the user questions. Read the actual codebase, evaluate scheduling systems, therapist-client matching logic, documentation workflows, crisis detection, billing pipelines, waitlist management, and clinical outcome tracking, then produce a comprehensive analysis.
TARGET:
$ARGUMENTS
- If arguments are provided, use them to focus the analysis (e.g., specific modules like
- "crisis detection" or "outcome tracking"). If no arguments, run the full analysis.
+ If arguments are provided, use them to focus the analysis (e.g., specific modules like "crisis detection" or "outcome tracking"). If no arguments, run the full analysis.
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PHASE 1: CLINIC PLATFORM DISCOVERY
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Step 1.1 -- Technology Stack
- Identify from package manifests: platform type (custom EHR, OpenEMR, SimplePractice-style,
- TherapyNotes-style, Valant-style, or custom build), database engine, API framework,
- frontend stack, HIPAA compliance tooling (encryption libraries, audit logging, BAA-ready
- infrastructure), deployment model (cloud, on-prem, hybrid).
+ Identify from package manifests: platform type (custom EHR, OpenEMR, SimplePractice-style, TherapyNotes-style, Valant-style, or custom build), database engine, API framework, frontend stack, HIPAA compliance tooling (encryption libraries, audit logging, BAA-ready infrastructure), deployment model (cloud, on-prem, hybrid).
Step 1.2 -- Clinical Data Model
- Read core structures: clients/patients (demographics, intake forms, diagnoses, insurance,
- emergency contacts, consent records), therapists/providers (credentials, specializations,
- licensure, availability, caseload capacity, supervision status), sessions (type -- individual,
- group, couples, family; modality -- in-person, telehealth, phone; duration, recurring
- patterns), clinical notes (SOAP, DAP, BIRP, narrative formats), treatment plans (goals,
- objectives, interventions, target dates, review cycles).
+ Read core structures: clients/patients (demographics, intake forms, diagnoses, insurance, emergency contacts, consent records), therapists/providers (credentials, specializations, licensure, availability, caseload capacity, supervision status), sessions (type -- individual, group, couples, family; modality -- in-person, telehealth, phone; duration, recurring patterns), clinical notes (SOAP, DAP, BIRP, narrative formats), treatment plans (goals, objectives, interventions, target dates, review cycles).
Step 1.3 -- Integration Points
- Map external systems: EHR/EMR integrations, insurance clearinghouses, telehealth platforms
- (Zoom, Doxy.me, custom), e-prescribing (EPCS compliance), lab integrations, referral
- networks, patient portals, secure messaging, payment processors.
+ Map external systems: EHR/EMR integrations, insurance clearinghouses, telehealth platforms (Zoom, Doxy.me, custom), e-prescribing (EPCS compliance), lab integrations, referral networks, patient portals, secure messaging, payment processors.
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PHASE 2: SCHEDULING OPTIMIZATION
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Step 2.1 -- Appointment Architecture
- Evaluate: appointment types and durations (intake 60-90min, follow-up 45-60min, crisis
- variable, group 90-120min), recurring appointment support, buffer time between sessions
- (travel, documentation, decompression), room assignment logic for in-person sessions,
- telehealth session creation and link management, timezone handling for remote clients.
+ Evaluate: appointment types and durations (intake 60-90min, follow-up 45-60min, crisis variable, group 90-120min), recurring appointment support, buffer time between sessions (travel, documentation, decompression), room assignment logic for in-person sessions, telehealth session creation and link management, timezone handling for remote clients.
Step 2.2 -- Schedule Efficiency
- Analyze: provider utilization rates (billable hours vs. available hours), gap detection
- (unused slots between appointments), overbooking policies, cancellation and no-show
- handling (automated waitlist backfill, late cancellation fees), same-day appointment
- availability, after-hours and weekend scheduling support, group session capacity management.
+ Analyze: provider utilization rates (billable hours vs. available hours), gap detection (unused slots between appointments), overbooking policies, cancellation and no-show handling (automated waitlist backfill, late cancellation fees), same-day appointment availability, after-hours and weekend scheduling support, group session capacity management.
Step 2.3 -- Client Self-Scheduling
- Evaluate: online booking portal availability, appointment type restrictions (new vs.
- returning clients), provider preference selection, insurance pre-verification at booking,
- automated appointment reminders (SMS, email, push -- 24h, 48h, 1-week cadence),
- cancellation/rescheduling self-service, intake form completion workflows triggered
- by booking.
+ Evaluate: online booking portal availability, appointment type restrictions (new vs. returning clients), provider preference selection, insurance pre-verification at booking, automated appointment reminders (SMS, email, push -- 24h, 48h, 1-week cadence), cancellation/rescheduling self-service, intake form completion workflows triggered by booking.
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PHASE 3: THERAPIST-CLIENT MATCHING
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Step 3.1 -- Matching Criteria
- Evaluate whether the system supports matching on: therapeutic specialization (anxiety,
- depression, PTSD, substance use, eating disorders, OCD, grief, relationship issues),
- treatment modality (CBT, DBT, EMDR, psychodynamic, ACT, MI, play therapy),
- population expertise (children, adolescents, adults, geriatric, LGBTQ+, veterans,
- first responders), language capabilities, insurance acceptance, availability alignment
- with client schedule, gender preference, cultural competency indicators, trauma-informed
- care certification.
+ Evaluate whether the system supports matching on: therapeutic specialization (anxiety, depression, PTSD, substance use, eating disorders, OCD, grief, relationship issues), treatment modality (CBT, DBT, EMDR, psychodynamic, ACT, MI, play therapy), population expertise (children, adolescents, adults, geriatric, LGBTQ+, veterans, first responders), language capabilities, insurance acceptance, availability alignment with client schedule, gender preference, cultural competency indicators, trauma-informed care certification.
Step 3.2 -- Matching Algorithm Quality
- Analyze: is matching rule-based or algorithmic? Are there weighted scoring factors?
- Does the system account for provider caseload balance? Does it track match outcomes
- (client retention after initial match, early termination rates, client-reported
- therapeutic alliance)? Is there a re-matching workflow when fit is poor? Does it
- consider provider burnout risk when assigning high-acuity clients?
+ Analyze: is matching rule-based or algorithmic? Are there weighted scoring factors? Does the system account for provider caseload balance? Does it track match outcomes (client retention after initial match, early termination rates, client-reported therapeutic alliance)? Is there a re-matching workflow when fit is poor? Does it consider provider burnout risk when assigning high-acuity clients?
Step 3.3 -- Waitlist Intelligence
- Evaluate: waitlist data model (priority levels, presenting concerns, urgency indicators,
- insurance type, preferred provider, date added), automated matching when slots open,
- waitlist-to-appointment conversion tracking, average wait time metrics by presenting
- concern and insurance type, waitlist communication (automated status updates,
- alternative provider suggestions, crisis resource provision while waiting).
+ Evaluate: waitlist data model (priority levels, presenting concerns, urgency indicators, insurance type, preferred provider, date added), automated matching when slots open, waitlist-to-appointment conversion tracking, average wait time metrics by presenting concern and insurance type, waitlist communication (automated status updates, alternative provider suggestions, crisis resource provision while waiting).
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PHASE 4: SESSION DOCUMENTATION EFFICIENCY
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Step 4.1 -- Note Templates and Workflows
- Evaluate: supported note formats (SOAP, DAP, BIRP, narrative, custom), template
- customization by session type and diagnosis, auto-population from previous notes
- (carrying forward ongoing issues, medications, treatment plan goals), structured
- data capture vs. free-text ratio, time-to-complete metrics, draft and finalization
- workflows, co-signature support for supervisees.
+ Evaluate: supported note formats (SOAP, DAP, BIRP, narrative, custom), template customization by session type and diagnosis, auto-population from previous notes (carrying forward ongoing issues, medications, treatment plan goals), structured data capture vs. free-text ratio, time-to-complete metrics, draft and finalization workflows, co-signature support for supervisees.
Step 4.2 -- Documentation Automation
- Check for: voice-to-text integration, AI-assisted note generation or summarization,
- symptom checklist auto-scoring (PHQ-9, GAD-7, PCL-5, AUDIT, DAST), treatment plan
- goal linking (connecting session notes to active treatment plan objectives),
- auto-generated progress summaries for insurance reviews, batch signing capabilities.
+ Check for: voice-to-text integration, AI-assisted note generation or summarization, symptom checklist auto-scoring (PHQ-9, GAD-7, PCL-5, AUDIT, DAST), treatment plan goal linking (connecting session notes to active treatment plan objectives), auto-generated progress summaries for insurance reviews, batch signing capabilities.
Step 4.3 -- Compliance and Audit Trail
- Verify: note completion deadlines and enforcement (24h, 48h, 72h policies), late note
- alerts and reporting, amendment tracking with original content preservation, access
- logging (who viewed which client record and when), client consent documentation
- (informed consent, telehealth consent, release of information), retention and
- destruction policies aligned with state regulations.
+ Verify: note completion deadlines and enforcement (24h, 48h, 72h policies), late note alerts and reporting, amendment tracking with original content preservation, access logging (who viewed which client record and when), client consent documentation (informed consent, telehealth consent, release of information), retention and destruction policies aligned with state regulations.
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PHASE 5: CRISIS DETECTION AND SAFETY
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Step 5.1 -- Risk Assessment Integration
- Evaluate: standardized risk assessment tools (Columbia Suicide Severity Rating Scale,
- PHQ-9 Item 9 flagging, safety plan templates), risk level classification (low,
- moderate, high, imminent), automated alerts when risk indicators trigger (elevated
- scores, keyword detection in notes), safety plan documentation and accessibility.
+ Evaluate: standardized risk assessment tools (Columbia Suicide Severity Rating Scale, PHQ-9 Item 9 flagging, safety plan templates), risk level classification (low, moderate, high, imminent), automated alerts when risk indicators trigger (elevated scores, keyword detection in notes), safety plan documentation and accessibility.
Step 5.2 -- Crisis Workflow
- Check: crisis protocol activation (who gets notified, escalation chain), warm handoff
- workflows to crisis services (988 Suicide and Crisis Lifeline, local crisis teams,
- emergency services), after-hours crisis coverage routing, crisis session documentation
- requirements, follow-up scheduling after crisis events (24h, 48h, 1-week check-ins),
- supervisor notification for trainee-managed crises.
+ Check: crisis protocol activation (who gets notified, escalation chain), warm handoff workflows to crisis services (988 Suicide and Crisis Lifeline, local crisis teams, emergency services), after-hours crisis coverage routing, crisis session documentation requirements, follow-up scheduling after crisis events (24h, 48h, 1-week check-ins), supervisor notification for trainee-managed crises.
Step 5.3 -- Safety Plan Management
- Evaluate: digital safety plan creation and storage, client access to their safety plan
- (portal, mobile, printed), safety plan review reminders during sessions, integration
- with emergency contacts, crisis resource directories (local hospitals, crisis lines,
- peer support), safety plan versioning and update tracking.
+ Evaluate: digital safety plan creation and storage, client access to their safety plan (portal, mobile, printed), safety plan review reminders during sessions, integration with emergency contacts, crisis resource directories (local hospitals, crisis lines, peer support), safety plan versioning and update tracking.
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PHASE 6: INSURANCE AND BILLING WORKFLOWS
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Step 6.1 -- Insurance Verification
- Evaluate: eligibility checking (real-time vs. batch), benefits verification (copay,
- deductible, coinsurance, session limits, prior authorization requirements), out-of-network
- benefits calculation, insurance panel management (which providers are in-network with
- which payers), client financial responsibility estimation at time of booking.
+ Evaluate: eligibility checking (real-time vs. batch), benefits verification (copay, deductible, coinsurance, session limits, prior authorization requirements), out-of-network benefits calculation, insurance panel management (which providers are in-network with which payers), client financial responsibility estimation at time of booking.
Step 6.2 -- Claims Processing
- Analyze: claim generation (CMS-1500, electronic 837P), CPT code selection assistance
- (90834, 90837, 90847, 90853 for group, add-on codes for crisis), diagnosis code management
- (ICD-10 selection, medical necessity documentation), claim submission workflow (clearinghouse
- integration), ERA/EOB processing, denial management (denial reasons, resubmission workflows,
- appeal letter generation), aging reports.
+ Analyze: claim generation (CMS-1500, electronic 837P), CPT code selection assistance (90834, 90837, 90847, 90853 for group, add-on codes for crisis), diagnosis code management (ICD-10 selection, medical necessity documentation), claim submission workflow (clearinghouse integration), ERA/EOB processing, denial management (denial reasons, resubmission workflows, appeal letter generation), aging reports.
Step 6.3 -- Sliding Scale and Financial Access
- Evaluate: sliding scale fee schedule management, income verification workflows, superbill
- generation for out-of-network clients, statement generation, payment plan support,
- pro bono tracking, grant-funded session tracking, financial hardship documentation.
+ Evaluate: sliding scale fee schedule management, income verification workflows, superbill generation for out-of-network clients, statement generation, payment plan support, pro bono tracking, grant-funded session tracking, financial hardship documentation.
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PHASE 7: OUTCOME TRACKING AND MEASUREMENT
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Step 7.1 -- Standardized Measures
- Evaluate administration of: PHQ-9 (depression), GAD-7 (anxiety), PCL-5 (PTSD),
- AUDIT-C (alcohol use), PHQ-A (adolescent depression), Columbia Suicide Severity Rating
- Scale, OQ-45 (general functioning), DASS-21, WHO-5 Well-Being Index. Check: automated
- scoring, score interpretation, trend visualization, clinically significant change
- detection (Reliable Change Index), administration scheduling (intake, every N sessions,
- discharge).
+ Evaluate administration of: PHQ-9 (depression), GAD-7 (anxiety), PCL-5 (PTSD), AUDIT-C (alcohol use), PHQ-A (adolescent depression), Columbia Suicide Severity Rating Scale, OQ-45 (general functioning), DASS-21, WHO-5 Well-Being Index. Check: automated scoring, score interpretation, trend visualization, clinically significant change detection (Reliable Change Index), administration scheduling (intake, every N sessions, discharge).
Step 7.2 -- Treatment Outcome Analytics
- Analyze: individual client trajectory visualization (score-over-time graphs), cohort
- analytics (outcomes by diagnosis, by provider, by treatment modality), benchmarking
- against published norms, treatment response classification (improved, recovered, no
- change, deteriorated), average sessions to clinically significant improvement,
- discharge outcome documentation, provider effectiveness reporting (risk-adjusted
- for client complexity).
+ Analyze: individual client trajectory visualization (score-over-time graphs), cohort analytics (outcomes by diagnosis, by provider, by treatment modality), benchmarking against published norms, treatment response classification (improved, recovered, no change, deteriorated), average sessions to clinically significant improvement, discharge outcome documentation, provider effectiveness reporting (risk-adjusted for client complexity).
Step 7.3 -- Measurement-Based Care Integration
- Evaluate: whether outcome measures feed back into clinical decision-making (alerts when
- client not progressing, treatment plan review triggers), whether clients can self-administer
- measures between sessions (portal or app), whether aggregate outcome data supports
- program evaluation and grant reporting, and whether data can be exported for research.
+ Evaluate: whether outcome measures feed back into clinical decision-making (alerts when client not progressing, treatment plan review triggers), whether clients can self-administer measures between sessions (portal or app), whether aggregate outcome data supports program evaluation and grant reporting, and whether data can be exported for research.
Write analysis to `docs/mental-health-clinic-analysis.md` (create `docs/` if needed).
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OUTPUT
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## Mental Health Clinic Software Analysis Complete
- Report: `docs/mental-health-clinic-analysis.md`
- Scheduling components evaluated: [count]
- Matching criteria assessed: [count]
- Documentation workflows reviewed: [count]
- Crisis safety features evaluated: [count]
- Outcome measures supported: [count]
**Critical findings:**
1. [finding] -- [clinical impact]
2. [finding] -- [operational efficiency impact]
3. [finding] -- [client safety concern]
**Top recommendations:**
1. [recommendation] -- [expected improvement in client outcomes]
2. [recommendation] -- [expected reduction in provider burden]
3. [recommendation] -- [expected improvement in access/waitlist]
NEXT STEPS:
- "Run `/care-burnout-audit` to evaluate whether provider workload distribution contributes to staff turnover."
- "Run `/therapy-personalization` to assess treatment personalization capabilities in depth."
- "Run `/healthcare-compliance` to verify HIPAA and state licensing compliance across all modules."
DO NOT:
- - Ignore crisis detection gaps -- missing safety workflows can have life-or-death consequences.
- - Evaluate documentation efficiency without considering clinical quality of the notes produced.
- - Assess therapist-client matching without accounting for caseload balance and burnout risk.
- - Overlook insurance billing accuracy -- incorrect CPT or diagnosis codes cause claim denials and revenue loss.
- - Assume outcome tracking is optional -- measurement-based care is the clinical standard and increasingly required by payers.
- - Recommend changes to clinical workflows without ensuring they align with evidence-based practice guidelines.
- - Skip waitlist analysis -- long wait times are the primary barrier to mental health care access.
+ - Do NOT ignore crisis detection gaps -- missing safety workflows can have life-or-death consequences.
+ - Do NOT evaluate documentation efficiency without considering clinical quality of the notes produced.
+ - Do NOT assess therapist-client matching without accounting for caseload balance and burnout risk.
+ - Do NOT overlook insurance billing accuracy -- incorrect CPT or diagnosis codes cause claim denials and revenue loss.
+ - Do NOT assume outcome tracking is optional -- measurement-based care is the clinical standard and increasingly required by payers.
+ - Do NOT recommend changes to clinical workflows without ensuring they align with evidence-based practice guidelines.
+ - Do NOT skip waitlist analysis -- long wait times are the primary barrier to mental health care access.